@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.219

package/src/lib/components/deal-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport { useDeal } from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { DEAL_STATUS_LABELS, formatMoney } from '../model/deal-board-model'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealProductsCard } from './deal-products-card'\nimport { DealPropertiesCard } from './deal-properties-card'\nimport { DealStageCard } from './deal-stage-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\n\n/**\n * `/crm/deals/{dealId}` — one deal (AGL-2598).\n *\n * The record behind a card: its stage and the controls that move it, what\n * it is worth and who it is with, the products behind the amount\n * (AGL-2620), and the tasks and activity filed against it. One live\n * document read; the pipeline and the roster are the same bounded reads\n * the board makes. Editing opens the same drawer the board creates with,\n * and deleting is the one destructive act here — confirmed, then a\n * client-direct delete the rules allow the same people who could have\n * created it.\n */\nexport function DealDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const scope = useCrmScope({ hostId, org })\n  const { data: deal, status, fromCache } = useDeal(scope.orgId, id)\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the deal's own site would face a\n  // gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const pipeline = pipelineState.pipelineById(deal?.pipelineId)\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's deal fields (AGL-2661), for the properties card's rows.\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n\n  const notFound = scope.ready && (!scope.orgId || (status !== 'loading' && !deal))\n\n  const handleDelete = useCallback(async () => {\n    if (!deal || !scope.orgId) return\n    const agreed = await confirm({\n      title: 'Delete this deal?',\n      description:\n        `\"${deal.title}\" is removed from the pipeline along with its notes. ` +\n        'The contact and the company it names are not touched.',\n      confirmationText: 'Delete deal',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!agreed) return\n    setDeleting(true)\n    try {\n      await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id))\n      // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n      // but the act happened in this site's console and belongs in its feed.\n      logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      enqueueSnackbar('Deal deleted', { variant: 'success', persist: false })\n      router.push(routes.section('deals'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      setDeleting(false)\n    }\n  }, [deal, scope.orgId, confirm, firestore, logActivity, enqueueSnackbar, router, routes])\n\n  const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the deal's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={deal?.hostId ?? null}>\n      <Stack spacing={2}>\n        <CrmRecordHeader\n          kind=\"Deal\"\n          title={deal?.title}\n          subtitle={\n            deal\n              ? [pipeline?.name, stage?.name ?? deal.stageId].filter(Boolean).join(' · ')\n              : undefined\n          }\n          help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n          backHref={routes.section('deals')}\n          backLabel=\"Back to deals\"\n          loading={!deal && !notFound}\n          // The booking door (AGL-2660): the deal's own site's services.\n          booking={\n            deal\n              ? { hostId: hostId ?? deal.hostId ?? null, org, kind: 'deal', recordId: deal.$id }\n              : undefined\n          }\n          actions={\n            deal ? (\n              <>\n                <Button\n                  size=\"small\"\n                  variant=\"outlined\"\n                  startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n                  onClick={() => setEditing(true)}\n                >\n                  {'Edit'}\n                </Button>\n                <CrmSendEmailButton\n                  hostId={hostId ?? deal.hostId ?? null}\n                  org={org}\n                  dealId={deal.$id}\n                  contactId={deal.contactId}\n                  name={deal.contactName}\n                />\n              </>\n            ) : null\n          }\n          menuItems={\n            deal\n              ? [\n                  {\n                    key: 'delete',\n                    label: 'Delete deal',\n                    icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                    destructive: true,\n                    disabled: deleting,\n                    disabledReason: 'The deal is being deleted',\n                    onClick: () => void handleDelete(),\n                  },\n                ]\n              : undefined\n          }\n          chips={\n            deal ? (\n              <>\n                <CrmRecordChip\n                  label=\"Status\"\n                  value={DEAL_STATUS_LABELS[deal.status] ?? deal.status}\n                  color={deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'}\n                />\n                <CrmRecordChip\n                  label=\"Amount\"\n                  value={\n                    typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : undefined\n                  }\n                />\n                <CrmRecordChip label=\"Owner\" value={roster.nameOf(deal.ownerUid) || undefined} />\n              </>\n            ) : null\n          }\n        >\n          {notFound ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'This deal does not exist, or is not visible to this site.'}\n            </Typography>\n          ) : null}\n        </CrmRecordHeader>\n        {deal ? (\n          <>\n            {/* What an assistant proposes about the deal, its stage included (AGL-2917). */}\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"deal\"\n              recordId={deal.$id}\n              name={deal.title}\n              taskLink={{ dealId: deal.$id }}\n              deal={{ pipeline, ref: deal, stageId: deal.stageId, status: deal.status, api }}\n            />\n            <DealStageCard deal={deal} pipeline={pipeline} api={api} nowMs={nowMs} />\n            <Stack direction={{ xs: 'column', md: 'row' }} spacing={2} sx={{ alignItems: 'stretch' }}>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <DealPropertiesCard\n                  deal={deal}\n                  pipeline={pipeline}\n                  ownerLabel={roster.nameOf(deal.ownerUid)}\n                  routes={routes}\n                  customFields={dealFields.active}\n                />\n              </Stack>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <RecordTasksCard hostId={hostId} org={org} basePath={basePath} dealId={deal.$id} />\n              </Stack>\n            </Stack>\n            {scope.orgId ? (\n              <DealProductsCard\n                deal={deal}\n                orgId={scope.orgId}\n                hostId={hostId ?? deal.hostId ?? null}\n                org={org}\n                fromCache={fromCache}\n                unreadable={status === 'error'}\n              />\n            ) : null}\n            <RecordFilesCard\n              scope={scope.scope}\n              collection={CRM_COLLECTIONS.deals}\n              recordId={deal.$id}\n              mediaIds={deal.mediaIds}\n              topic=\"deals\"\n            />\n            <RecordActivityCard hostId={hostId} org={org} dealId={deal.$id} />\n          </>\n        ) : null}\n      </Stack>\n      <DealEditDrawer\n        open={editing}\n        onClose={() => setEditing(false)}\n        hostId={hostId}\n        org={org}\n        deal={deal ?? null}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipeline ?? pipelineState.pipeline}\n        unreadable={status === 'error'}\n        fromCache={fromCache}\n      />\n    </CrmCreateSiteDefault>\n  )\n}\nDealDetailPage.displayName = 'DealDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport { useDeal } from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { DEAL_STATUS_LABELS, formatMoney } from '../model/deal-board-model'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealProductsCard } from './deal-products-card'\nimport { DealPropertiesCard } from './deal-properties-card'\nimport { DealStageCard } from './deal-stage-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\n\n/**\n * `/crm/deals/{dealId}` — one deal (AGL-2598).\n *\n * The record behind a card: its stage and the controls that move it, what\n * it is worth and who it is with, the products behind the amount\n * (AGL-2620), and the tasks and activity filed against it. One live\n * document read; the pipeline and the roster are the same bounded reads\n * the board makes. Editing opens the same drawer the board creates with,\n * and deleting is the one destructive act here — confirmed, then a\n * client-direct delete the rules allow the same people who could have\n * created it.\n */\nexport function DealDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const scope = useCrmScope({ hostId, org })\n  const { data: deal, status, fromCache } = useDeal(scope.orgId, id)\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the deal's own site would face a\n  // gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const pipeline = pipelineState.pipelineById(deal?.pipelineId)\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's deal fields (AGL-2661), for the properties card's rows.\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n\n  const notFound = scope.ready && (!scope.orgId || (status !== 'loading' && !deal))\n\n  const handleDelete = useCallback(async () => {\n    if (!deal || !scope.orgId) return\n    const agreed = await confirm({\n      title: 'Delete this deal?',\n      description:\n        `\"${deal.title}\" is removed from the pipeline along with its notes. ` +\n        'The contact and the company it names are not touched.',\n      confirmationText: 'Delete deal',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!agreed) return\n    setDeleting(true)\n    try {\n      await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id))\n      // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n      // but the act happened in this site's console and belongs in its feed.\n      logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      enqueueSnackbar('Deal deleted', { variant: 'success', persist: false })\n      router.push(routes.section('deals'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      setDeleting(false)\n    }\n  }, [deal, scope.orgId, confirm, firestore, logActivity, enqueueSnackbar, router, routes])\n\n  const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the deal's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={deal?.hostId ?? null}>\n      <Stack spacing={2}>\n        <CrmRecordHeader\n          kind=\"Deal\"\n          title={deal?.title}\n          subtitle={\n            deal\n              ? [pipeline?.name, stage?.name ?? deal.stageId].filter(Boolean).join(' · ')\n              : undefined\n          }\n          help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n          backHref={routes.section('deals')}\n          backLabel=\"Back to deals\"\n          loading={!deal && !notFound}\n          // The booking door (AGL-2660): the deal's own site's services.\n          booking={\n            deal\n              ? { hostId: hostId ?? deal.hostId ?? null, org, kind: 'deal', recordId: deal.$id }\n              : undefined\n          }\n          actions={\n            deal ? (\n              <>\n                <Button\n                  size=\"small\"\n                  variant=\"outlined\"\n                  startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n                  onClick={() => setEditing(true)}\n                >\n                  {'Edit'}\n                </Button>\n                <CrmSendEmailButton\n                  hostId={hostId ?? deal.hostId ?? null}\n                  org={org}\n                  dealId={deal.$id}\n                  contactId={deal.contactId}\n                  name={deal.contactName}\n                />\n              </>\n            ) : null\n          }\n          menuItems={\n            deal\n              ? [\n                  {\n                    key: 'delete',\n                    label: 'Delete deal',\n                    icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                    destructive: true,\n                    disabled: deleting,\n                    disabledReason: 'The deal is being deleted',\n                    onClick: () => void handleDelete(),\n                  },\n                ]\n              : undefined\n          }\n          chips={\n            deal ? (\n              <>\n                <CrmRecordChip\n                  label=\"Status\"\n                  value={DEAL_STATUS_LABELS[deal.status] ?? deal.status}\n                  color={deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'}\n                />\n                <CrmRecordChip\n                  label=\"Amount\"\n                  value={\n                    typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : undefined\n                  }\n                />\n                <CrmRecordChip label=\"Owner\" value={roster.nameOf(deal.ownerUid) || undefined} />\n                {/* Seen here only through a share (AGL-3336). */}\n                <CrmShareChipView\n                  chip={crmShareChipFor(\n                    deal as unknown as Record<string, unknown>,\n                    scope.consentGroup?.hostIds ?? [],\n                  )}\n                  org={org}\n                />\n              </>\n            ) : null\n          }\n        >\n          {notFound ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'This deal does not exist, or is not visible to this site.'}\n            </Typography>\n          ) : null}\n        </CrmRecordHeader>\n        {deal ? (\n          <>\n            {/* What an assistant proposes about the deal, its stage included (AGL-2917). */}\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"deal\"\n              recordId={deal.$id}\n              name={deal.title}\n              taskLink={{ dealId: deal.$id }}\n              deal={{ pipeline, ref: deal, stageId: deal.stageId, status: deal.status, api }}\n            />\n            <DealStageCard deal={deal} pipeline={pipeline} api={api} nowMs={nowMs} />\n            <Stack direction={{ xs: 'column', md: 'row' }} spacing={2} sx={{ alignItems: 'stretch' }}>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <DealPropertiesCard\n                  deal={deal}\n                  pipeline={pipeline}\n                  ownerLabel={roster.nameOf(deal.ownerUid)}\n                  routes={routes}\n                  customFields={dealFields.active}\n                />\n              </Stack>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <RecordTasksCard hostId={hostId} org={org} basePath={basePath} dealId={deal.$id} />\n              </Stack>\n            </Stack>\n            {scope.orgId ? (\n              <DealProductsCard\n                deal={deal}\n                orgId={scope.orgId}\n                hostId={hostId ?? deal.hostId ?? null}\n                org={org}\n                fromCache={fromCache}\n                unreadable={status === 'error'}\n              />\n            ) : null}\n            <RecordFilesCard\n              scope={scope.scope}\n              collection={CRM_COLLECTIONS.deals}\n              recordId={deal.$id}\n              mediaIds={deal.mediaIds}\n              topic=\"deals\"\n            />\n            {/* Where the deal is visible and why, and a manager's share (AGL-3336). */}\n            <RecordSharingCard\n              object=\"deals\"\n              id={deal.$id}\n              record={deal as unknown as Record<string, unknown>}\n              hostId={hostId ?? null}\n              orgId={scope.orgId}\n              org={org}\n              viewingHostIds={scope.consentGroup?.hostIds}\n            />\n            <RecordActivityCard hostId={hostId} org={org} dealId={deal.$id} />\n          </>\n        ) : null}\n      </Stack>\n      <DealEditDrawer\n        open={editing}\n        onClose={() => setEditing(false)}\n        hostId={hostId}\n        org={org}\n        deal={deal ?? null}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipeline ?? pipelineState.pipeline}\n        unreadable={status === 'error'}\n        fromCache={fromCache}\n      />\n    </CrmCreateSiteDefault>\n  )\n}\nDealDetailPage.displayName = 'DealDetailPage'\n\nexport default DealDetailPage\n"],"names":["CRM_COLLECTIONS","dealStageById","pluginDocsHelp","mdiDeleteOutline","mdiPencilOutline","MdiIcon","useConfirmationContext","useSnackbar","useFirestore","Button","Stack","Typography","deleteDoc","doc","useRouter","useCallback","useMemo","useState","useContactFieldDefinitions","useCrmActivityLogger","CrmCreateSiteDefault","useCrmScope","useDealStageApi","useDeal","useOrgMemberDirectory","usePipeline","crmRoutes","DEAL_STATUS_LABELS","formatMoney","CrmRecordChip","CrmRecordHeader","CrmRecordInsightsZone","RecordActivityCard","CrmShareChipView","RecordSharingCard","crmShareChipFor","CrmSendEmailButton","DealEditDrawer","DealProductsCard","DealPropertiesCard","DealStageCard","RecordFilesCard","RecordTasksCard","DealDetailPage","props","hostId","scope","id","basePath","org","routes","router","firestore","enqueueSnackbar","confirm","data","deal","status","fromCache","orgId","logActivity","pipelineState","pipeline","pipelineById","pipelineId","roster","api","nowMs","Date","now","editing","setEditing","deleting","setDeleting","dealFields","notFound","ready","handleDelete","agreed","title","description","confirmationText","confirmationButtonProps","color","then","catch","deals","$id","type","name","variant","persist","push","section","error","console","allowDuplicate","stage","stageId","undefined","spacing","kind","subtitle","filter","Boolean","join","help","anchor","backHref","backLabel","loading","booking","recordId","actions","size","startIcon","path","onClick","dealId","contactId","contactName","menuItems","key","label","icon","destructive","disabled","disabledReason","chips","value","amountCents","currency","nameOf","ownerUid","chip","consentGroup","hostIds","taskLink","ref","direction","xs","md","sx","alignItems","flex","minWidth","ownerLabel","customFields","active","unreadable","collection","mediaIds","topic","object","record","viewingHostIds","open","onClose","pipelines","activePipelines","defaultPipeline","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,eAAe,EAAEC,aAAa,EAAEC,cAAc,QAAQ,eAAc;AAC7E,SAASC,gBAAgB,EAAEC,gBAAgB,QAAQ,yBAAwB;AAC3E,SAASC,OAAO,EAAEC,sBAAsB,QAAQ,uBAAsB;AACtE,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,SAAS,EAAEC,GAAG,QAAQ,qBAAoB;AACnD,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,0BAA0B,QAAQ,4CAAwC;AACnF,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,OAAO,QAAQ,wBAAoB;AAC5C,SAASC,qBAAqB,QAAQ,uCAAmC;AACzE,SAASC,WAAW,QAAQ,2BAAuB;AACnD,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,kBAAkB,EAAEC,WAAW,QAAQ,+BAA2B;AAC3E,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,gBAAgB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC3E,SAASC,eAAe,QAAQ,0BAAsB;AACtD,SAASC,kBAAkB,QAAQ,6BAAyB;AAC5D,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,QAAQ,0BAAsB;AACvD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,aAAa,QAAQ,uBAAmB;AACjD,OAAOC,qBAAqB,yBAAqB;AACjD,SAASC,eAAe,QAAQ,yBAAqB;AAErD;;;;;;;;;;;CAWC,GACD,OAAO,SAASC,eAAeC,KAAyB;qBA+E9BC,OAeAA,OA6BDlB,wCA6DDkB;QA7CJC,qBAkEUA;IA5M5B,MAAM,EAAEC,EAAE,EAAEC,QAAQ,EAAEH,MAAM,EAAEI,GAAG,EAAE,GAAGL;IACtC,MAAMM,SAASxB,UAAUsB;IACzB,MAAMG,SAASrC;IACf,MAAMsC,YAAY5C;IAClB,MAAM,EAAE6C,eAAe,EAAE,GAAG9C;IAC5B,MAAM,EAAE+C,OAAO,EAAE,GAAGhD;IACpB,MAAMwC,QAAQzB,YAAY;QAAEwB;QAAQI;IAAI;IACxC,MAAM,EAAEM,MAAMC,IAAI,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGnC,QAAQuB,MAAMa,KAAK,EAAEZ;IAC/D,uEAAuE;IACvE,yEAAyE;IACzE,wEAAwE;IACxE,2CAA2C;IAC3C,MAAMa,cAAczC,qBAAqB0B;IACzC,MAAMgB,gBAAgBpC,YAAYqB,MAAMa,KAAK,EAAE;QAC7Cd;QACAI,GAAG,EAAGA,cAAAA,MAAO;IACf;IACA,MAAMa,WAAWD,cAAcE,YAAY,CAACP,wBAAAA,KAAMQ,UAAU;IAC5D,MAAMC,SAASzC,sBAAsBsB,MAAMa,KAAK;IAChD,MAAMO,MAAM5C,gBAAgBuB;IAC5B,MAAMsB,QAAQnD,QAAQ,IAAMoD,KAAKC,GAAG,IAAI,EAAE;IAC1C,MAAM,CAACC,SAASC,WAAW,GAAGtD,SAAS;IACvC,MAAM,CAACuD,UAAUC,YAAY,GAAGxD,SAAS;IACzC,oEAAoE;IACpE,MAAMyD,aAAaxD,2BAA2B4B,MAAMa,KAAK,EAAE;IAE3D,MAAMgB,WAAW7B,MAAM8B,KAAK,IAAK,CAAA,CAAC9B,MAAMa,KAAK,IAAKF,WAAW,aAAa,CAACD,IAAI;IAE/E,MAAMqB,eAAe9D,YAAY;QAC/B,IAAI,CAACyC,QAAQ,CAACV,MAAMa,KAAK,EAAE;QAC3B,MAAMmB,SAAS,MAAMxB,QAAQ;YAC3ByB,OAAO;YACPC,aACE,CAAC,CAAC,EAAExB,KAAKuB,KAAK,CAAC,qDAAqD,CAAC,GACrE;YACFE,kBAAkB;YAClBC,yBAAyB;gBAAEC,OAAO;YAAQ;QAC5C,GACGC,IAAI,CAAC,IAAM,MACXC,KAAK,CAAC,IAAM;QACf,IAAI,CAACP,QAAQ;QACbL,YAAY;QACZ,IAAI;YACF,MAAM7D,UAAUC,IAAIuC,WAAW,QAAQN,MAAMa,KAAK,EAAE3D,gBAAgBsF,KAAK,EAAE9B,KAAK+B,GAAG;YACnF,oEAAoE;YACpE,uEAAuE;YACvE3B,YAAY,gBAAgB;gBAAE4B,MAAM;gBAAQzC,IAAIS,KAAK+B,GAAG;gBAAEE,MAAMjC,KAAKuB,KAAK;YAAC;YAC3E1B,gBAAgB,gBAAgB;gBAAEqC,SAAS;gBAAWC,SAAS;YAAM;YACrExC,OAAOyC,IAAI,CAAC1C,OAAO2C,OAAO,CAAC;QAC7B,EAAE,OAAOC,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdzC,gBAAgB,yBAAyB;gBAAEqC,SAAS;gBAASM,gBAAgB;YAAK;YAClFvB,YAAY;QACd;IACF,GAAG;QAACjB;QAAMV,MAAMa,KAAK;QAAEL;QAASF;QAAWQ;QAAaP;QAAiBF;QAAQD;KAAO;IAExF,MAAM+C,QAAQzC,OAAOvD,cAAc6D,UAAUN,KAAK0C,OAAO,IAAIC;IAE7D,OACE,qEAAqE;IACrE,mEAAmE;kBACnE,MAAC/E;QAAqByB,MAAM,UAAEW,wBAAAA,KAA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package/src/lib/components/deal-edit-drawer.js

@@ -38,6 +38,7 @@ import { CrmSitePicker } from "./crm-site-picker.js";
 import { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
 import { DEAL_CURRENCIES, openStages } from "../model/deal-board-model.js";
 import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm, dealFormFromDoc, dealFormProblem, dealPatchFromForm, emptyDealForm } from "../model/deal-form-model.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /**
  * How many recent contacts the picker matches against. The window is the
  * ask — it is read when the drawer opens, not when the section does — and
@@ -84,6 +85,8 @@ import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm
         hostId,
         org
     });
+    // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     // The feed the act is logged in is the level it was PERFORMED at
     // (AGL-2738): this site's under a site, the organization's at the org
     // hub. `createHostId` is where the deal is STAMPED, which at the hub is a
@@ -255,6 +258,9 @@ import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm
                     });
                     return;
                 }
+                followUpSharing('deals', [
+                    deal.$id
+                ]);
                 enqueueSnackbar('Deal saved', {
                     variant: 'success',
                     persist: false
@@ -281,6 +287,9 @@ import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm
                 // Setup → Activity shows CRM work (AGL-2622): the deal is org data,
                 // but the act happened in this site's console and belongs in its
                 // feed. Creation only — an edit is a save the card reports.
+                followUpSharing('deals', [
+                    created.id
+                ]);
                 logActivity('Added deal', {
                     type: 'deal',
                     id: created.id,
@@ -306,6 +315,7 @@ import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm
         problem,
         bandFull,
         orgId,
+        followUpSharing,
         user,
         deal,
         values,

package/src/lib/components/deal-edit-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  crmNewRecordListFields,\n  dealHasLineItems,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n} from '../model/deal-form-model'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n                // The title is what the Deals table searches (AGL-3321),\n                // from the listener's row with the edit over it.\n                ...crmClientListFields(\n                  'deals',\n                  deal as unknown as Record<string, unknown>,\n                  set,\n                  CRM_CLIENT_SEARCH_FIELDS,\n                ),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const record: Record<string, unknown> = {\n          ...dealDocumentFromForm(values, {\n            visibleTo: [...createTokens],\n            hostId: createHostId,\n            uid: user.uid,\n            nowMs,\n          }),\n          ...(customDocument ? { custom: customDocument } : {}),\n        }\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          // What the Deals table searches and filters by (AGL-3321), and\n          // nothing scheduled against a deal that did not exist.\n          { ...record, ...crmNewRecordListFields('deals', record) },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {problem && values.title ? <Alert severity=\"warning\">{problem}</Alert> : null}\n          <Button\n            variant=\"contained\"\n            disabled={\n              busy ||\n              Boolean(problem) ||\n              !orgId ||\n              bandFull ||\n              // A new deal waits for its capturing site.\n              (mode === 'create' && !createHostId)\n            }\n            onClick={() => void handleSave()}\n          >\n            {deal ? 'Save deal' : 'Create deal'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\nDealEditDrawer.displayName = 'DealEditDrawer'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  crmNewRecordListFields,\n  dealHasLineItems,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n} from '../model/deal-form-model'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n                // The title is what the Deals table searches (AGL-3321),\n                // from the listener's row with the edit over it.\n                ...crmClientListFields(\n                  'deals',\n                  deal as unknown as Record<string, unknown>,\n                  set,\n                  CRM_CLIENT_SEARCH_FIELDS,\n                ),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        followUpSharing('deals', [deal.$id])\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const record: Record<string, unknown> = {\n          ...dealDocumentFromForm(values, {\n            visibleTo: [...createTokens],\n            hostId: createHostId,\n            uid: user.uid,\n            nowMs,\n          }),\n          ...(customDocument ? { custom: customDocument } : {}),\n        }\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          // What the Deals table searches and filters by (AGL-3321), and\n          // nothing scheduled against a deal that did not exist.\n          { ...record, ...crmNewRecordListFields('deals', record) },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        followUpSharing('deals', [created.id])\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    followUpSharing,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? 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package/src/lib/components/deals-bulk-bar.js

@@ -48,6 +48,7 @@ import { dealsCsv } from "../model/deals-csv.js";
 import { CrmBulkBarFrame, CrmBulkValueDialog, countNoun } from "./crm-bulk-bar-frame.js";
 import CrmExportAllButton from "./crm-export-all-button.js";
 import { LostReasonDialog } from "./lost-reason-dialog.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 const NOUN = {
     singular: 'deal',
     plural: 'deals'
@@ -63,11 +64,12 @@ export function DealsBulkBar(props) {
 }
 DealsBulkBar.displayName = 'DealsBulkBar';
 function DealsBulkBarBody(props) {
-    var _roster_error, _ref, _ref1;
+    var _ref, _roster_error, _ref1, _ref2;
     var _selectedRows_;
     const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } = props;
     const firestore = useFirestore();
     const { confirm } = useConfirmationContext();
+    const followUpSharing = useCrmSharingFollowUp(hostId != null ? hostId : null, (_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null);
     const logActivity = useHostActivityLogger(hostId != null ? hostId : undefined);
     const { busy, report, apply, dismissReport } = useCrmBulkApply({
         recordKind: 'deal'
@@ -123,11 +125,17 @@ function DealsBulkBarBody(props) {
     const runPlan = useCallback((plan, done)=>apply({
             attempted: plan.writes.length,
             skipped: plan.skipped,
-            job: ()=>runCrmBulkWrites(writers, plan.writes, (write)=>write.label),
+            job: async ()=>{
+                const outcome = await runCrmBulkWrites(writers, plan.writes, (write)=>write.label);
+                // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).
+                followUpSharing('deals', plan.writes.filter((write)=>write.kind === 'update').map((write)=>write.id));
+                return outcome;
+            },
             done
         }), [
         apply,
-        writers
+        writers,
+        followUpSharing
     ]);
     /** One route request per deal, in order, named by title. */ const runCalls = useCallback((call, done)=>apply({
             attempted: selectedRows.length,
@@ -285,7 +293,7 @@ function DealsBulkBarBody(props) {
                 }),
                 /*#__PURE__*/ _jsx(LostReasonDialog, {
                     open: losing,
-                    dealTitle: (_ref = (_selectedRows_ = selectedRows[0]) == null ? void 0 : _selectedRows_.title) != null ? _ref : '',
+                    dealTitle: (_ref1 = (_selectedRows_ = selectedRows[0]) == null ? void 0 : _selectedRows_.title) != null ? _ref1 : '',
                     count: selectedRows.length,
                     busy: busy,
                     onClose: ()=>setLosing(false),
@@ -320,7 +328,7 @@ function DealsBulkBarBody(props) {
             }),
             /*#__PURE__*/ _jsx(CrmExportAllButton, {
                 resource: "deals",
-                orgId: (_ref1 = scope == null ? void 0 : scope[1]) != null ? _ref1 : null,
+                orgId: (_ref2 = scope == null ? void 0 : scope[1]) != null ? _ref2 : null,
                 hostId: hostId,
                 disabled: busy
             }),

package/src/lib/components/deals-bulk-bar.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the deals table, for whatever rows are ticked (AGL-2621).\n *\n * Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n *\n * ## Set stage needs one pipeline\n *\n * A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n */\n\nimport { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type DealDoc,\n  type PipelineDoc,\n  closingStage,\n  openStages,\n} from '../model/deal-board-model'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealsBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and the org's feed takes one line for the action instead (AGL-2634);\n   * a stage move runs as the org there and is logged per deal by the route.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly DealDoc[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The pipeline a deal's `pipelineId` names, for the stage list. */\n  pipelineById: (id: string | undefined) => PipelineDoc | null\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberDirectory\n  /** The one door a stage change goes through. */\n  api: DealStageApi\n  /** How the export names the pipeline, the stage and the owner — the table's own. */\n  csv?: DealCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  stage: 'Set the stage',\n  owner: 'Set the owner',\n}\n\n/** The label a report lists a deal under. */\nconst labelOf = (deal: DealDoc): string => deal.title || 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } =\n    props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  /*\n   * The one pipeline the selection is in, or `null` when it spans more\n   * than one — in which case Set stage has no list to offer.\n   */\n  const pipeline = useMemo(() => {\n    const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n    return ids.size === 1 ? pipelineById([...ids][0]) : null\n  }, [selectedRows, pipelineById])\n  const stages = useMemo(() => {\n    if (!pipeline) return []\n    const won = closingStage(pipeline, 'won')\n    return [...openStages(pipeline), ...(won ? [won] : [])]\n  }, [pipeline])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  const [losing, setLosing] = useState(false)\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n        done,\n      }),\n    [apply, writers],\n  )\n\n  /** One route request per deal, in order, named by title. */\n  const runCalls = useCallback(\n    (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n      apply({\n        attempted: selectedRows.length,\n        skipped: [],\n        job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n        done,\n        // The stage route writes the org's line per deal (AGL-2634).\n        loggedByRoute: true,\n      }),\n    [apply, selectedRows],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const action = pending\n    setPending(null)\n    if (action === 'stage') {\n      const stage = dealStageById(pipeline, value)\n      if (!stage) return\n      await runCalls(\n        (deal) => api.moveToStage(deal, stage.id),\n        (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n      )\n      return\n    }\n    const nowMs = Date.now()\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'update',\n      data: {\n        ownerUid: value ? value : deleteField(),\n        updatedAt: new Date(nowMs),\n      },\n    }))\n    await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n  }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n  const handleLost = useCallback(\n    async (reason: string) => {\n      setLosing(false)\n      await runCalls(\n        (deal) => api.markLost(deal, reason),\n        (count) => `Marked ${countNoun(count, NOUN)} lost`,\n      )\n    },\n    [api, runCalls],\n  )\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n        'with their notes. The contacts and the companies they name are not ' +\n        'touched.',\n      confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'delete',\n    }))\n    const outcome = await runPlan(\n      { writes, skipped: [] },\n      (done) => `Deleted ${countNoun(done, NOUN)}`,\n    )\n    // One line per deal that went, as its own page would write.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    for (const deal of selectedRows) {\n      if (!refused.has(labelOf(deal))) {\n        logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      }\n    }\n    onSelectedChange(\n      selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n    )\n  }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <>\n          <CrmBulkValueDialog\n            open={pending !== null}\n            title={pending ? ACTION_TITLES[pending] : ''}\n            count={selected.length}\n            noun={NOUN}\n            busy={busy}\n            canApply={pending === 'owner' || Boolean(value)}\n            onClose={() => setPending(null)}\n            onApply={() => void handleApply()}\n          >\n            {pending === 'stage' ? (\n              pipeline ? (\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={value}\n                  onChange={(event) => setValue(event.target.value)}\n                  helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n                >\n                  {stages.map((stage) => (\n                    <MenuItem key={stage.id} value={stage.id}>\n                      {stage.name}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              ) : (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {'The selected deals are in different pipelines, so there is ' +\n                    'no one list of stages to move them to. Select deals from ' +\n                    'one pipeline.'}\n                </Typography>\n              )\n            ) : pending === 'owner' ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Owner\"\n                value={value}\n                onChange={(event) => setValue(event.target.value)}\n                disabled={roster.loading}\n                error={Boolean(roster.error)}\n                helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n              >\n                <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n                {roster.members.map((member) => (\n                  <MenuItem key={member.uid} value={member.uid}>\n                    {crmMemberPickerLabel(member)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </CrmBulkValueDialog>\n          <LostReasonDialog\n            open={losing}\n            dealTitle={selectedRows[0]?.title ?? ''}\n            count={selectedRows.length}\n            busy={busy}\n            onClose={() => setLosing(false)}\n            onConfirm={(reason) => void handleLost(reason)}\n          />\n        </>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('stage')}>\n        {'Set stage'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => setLosing(true)}>\n        {'Mark lost'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"deals\"\n        orgId={scope?.[1] ?? null}\n        hostId={hostId}\n     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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the deals table, for whatever rows are ticked (AGL-2621).\n *\n * Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n *\n * ## Set stage needs one pipeline\n *\n * A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n */\n\nimport { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type DealDoc,\n  type PipelineDoc,\n  closingStage,\n  openStages,\n} from '../model/deal-board-model'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface DealsBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and the org's feed takes one line for the action instead (AGL-2634);\n   * a stage move runs as the org there and is logged per deal by the route.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly DealDoc[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The pipeline a deal's `pipelineId` names, for the stage list. */\n  pipelineById: (id: string | undefined) => PipelineDoc | null\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberDirectory\n  /** The one door a stage change goes through. */\n  api: DealStageApi\n  /** How the export names the pipeline, the stage and the owner — the table's own. */\n  csv?: DealCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  stage: 'Set the stage',\n  owner: 'Set the owner',\n}\n\n/** The label a report lists a deal under. */\nconst labelOf = (deal: DealDoc): string => deal.title || 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } =\n    props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const followUpSharing = useCrmSharingFollowUp(hostId ?? null, scope?.[1] ?? null)\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  /*\n   * The one pipeline the selection is in, or `null` when it spans more\n   * than one — in which case Set stage has no list to offer.\n   */\n  const pipeline = useMemo(() => {\n    const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n    return ids.size === 1 ? pipelineById([...ids][0]) : null\n  }, [selectedRows, pipelineById])\n  const stages = useMemo(() => {\n    if (!pipeline) return []\n    const won = closingStage(pipeline, 'won')\n    return [...openStages(pipeline), ...(won ? [won] : [])]\n  }, [pipeline])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  const [losing, setLosing] = useState(false)\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: async () => {\n          const outcome = await runCrmBulkWrites(writers, plan.writes, (write) => write.label)\n          // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).\n          followUpSharing(\n            'deals',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => write.id),\n          )\n          return outcome\n        },\n        done,\n      }),\n    [apply, writers, followUpSharing],\n  )\n\n  /** One route request per deal, in order, named by title. */\n  const runCalls = useCallback(\n    (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n      apply({\n        attempted: selectedRows.length,\n        skipped: [],\n        job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n        done,\n        // The stage route writes the org's line per deal (AGL-2634).\n        loggedByRoute: true,\n      }),\n    [apply, selectedRows],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const action = pending\n    setPending(null)\n    if (action === 'stage') {\n      const stage = dealStageById(pipeline, value)\n      if (!stage) return\n      await runCalls(\n        (deal) => api.moveToStage(deal, stage.id),\n        (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n      )\n      return\n    }\n    const nowMs = Date.now()\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'update',\n      data: {\n        ownerUid: value ? value : deleteField(),\n        updatedAt: new Date(nowMs),\n      },\n    }))\n    await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n  }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n  const handleLost = useCallback(\n    async (reason: string) => {\n      setLosing(false)\n      await runCalls(\n        (deal) => api.markLost(deal, reason),\n        (count) => `Marked ${countNoun(count, NOUN)} lost`,\n      )\n    },\n    [api, runCalls],\n  )\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n        'with their notes. The contacts and the companies they name are not ' +\n        'touched.',\n      confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'delete',\n    }))\n    const outcome = await runPlan(\n      { writes, skipped: [] },\n      (done) => `Deleted ${countNoun(done, NOUN)}`,\n    )\n    // One line per deal that went, as its own page would write.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    for (const deal of selectedRows) {\n      if (!refused.has(labelOf(deal))) {\n        logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      }\n    }\n    onSelectedChange(\n      selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n    )\n  }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <>\n          <CrmBulkValueDialog\n            open={pending !== null}\n            title={pending ? ACTION_TITLES[pending] : ''}\n            count={selected.length}\n            noun={NOUN}\n            busy={busy}\n            canApply={pending === 'owner' || Boolean(value)}\n            onClose={() => setPending(null)}\n            onApply={() => void handleApply()}\n          >\n            {pending === 'stage' ? (\n              pipeline ? (\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={value}\n                  onChange={(event) => setValue(event.target.value)}\n                  helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n                >\n                  {stages.map((stage) => (\n                    <MenuItem key={stage.id} value={stage.id}>\n                      {stage.name}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              ) : (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {'The selected deals are in different pipelines, so there is ' +\n                    'no one list of stages to move them to. Select deals from ' +\n                    'one pipeline.'}\n                </Typography>\n              )\n            ) : pending === 'owner' ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Owner\"\n                value={value}\n                onChange={(event) => setValue(event.target.value)}\n                disabled={roster.loading}\n                error={Boolean(roster.error)}\n                helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n              >\n                <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n                {roster.members.map((member) => (\n                  <MenuItem key={member.uid} value={member.uid}>\n                    {crmMemberPickerLabel(member)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </CrmBulkValueDialog>\n          <LostReasonDialog\n            open={losing}\n            dealTitle={selectedRows[0]?.title ?? ''}\n            count={selectedRows.length}\n            busy={busy}\n            onClose={() => setLosing(false)}\n            onConfirm={(reason) => void handleLost(reason)}\n          />\n        </>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('stage')}>\n        {'Set stage'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => setLosing(true)}>\n        {'Mark lost'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"deals\"\n        orgId={scope?.[1] ?? null}\n        hostId={hostId}\n        disabled={busy}\n      />\n      <Button\n        size=\"small\"\n        color=\"error\"\n        disabled={busy || !scope}\n        onClick={() => void handleDelete()}\n      >\n        {'Delete'}\n      </Button>\n    </CrmBulkBarFrame>\n  )\n}\nDealsBulkBarBody.displayName = 'DealsBulkBarBody'\n\nexport default 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package/src/lib/components/lead-campaigns-card.js

@@ -26,6 +26,7 @@ import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { crmClientListFields } from "../model/crm-list-query.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /** The list field a campaign filing moves (AGL-3321). */ const LEAD_CAMPAIGN_LIST_FIELDS = [
     'scopedCampaignIds'
 ];
@@ -70,6 +71,7 @@ import { crmClientListFields } from "../model/crm-list-query.js";
     const { orgId } = useCrmScope({
         hostId
     });
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const stored = readCampaignIds(lead);
@@ -114,6 +116,10 @@ import { crmClientListFields } from "../model/crm-list-query.js";
             }));
         });
         setSaving(false);
+        // A rule may share by campaign (AGL-3336).
+        if (verdict.ok) followUpSharing('leads', [
+            leadId
+        ]);
         if (!verdict.ok) {
             var _verdict_message;
             enqueueSnackbar((_verdict_message = verdict.message) != null ? _verdict_message : 'The filing could not be saved.', {