@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.220

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/deal-products-card.js

@@ -17,15 +17,16 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { createElement as _createElement } from "react";
-import { checkEntitlement, CRM_COLLECTIONS, DEAL_LINE_ITEM_NAME_MAX, DEAL_LINE_ITEM_QUANTITY_MAX, DEAL_LINE_ITEMS_MAX, lineItemsTotalCents, nameSearchToken, pluginDocsHelp, readDealLineItems } from "@aglyn/aglyn";
+import { checkEntitlement, CRM_COLLECTIONS, DEAL_LINE_ITEM_NAME_MAX, DEAL_LINE_ITEM_QUANTITY_MAX, DEAL_LINE_ITEMS_MAX, lineItemsTotalCents, pluginDocsHelp, readDealLineItems } from "@aglyn/aglyn";
 import { mdiDeleteOutline, mdiPlus } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
 import { Autocomplete, Button, Dialog, DialogActions, DialogContent, DialogTitle, IconButton, Stack, TableBody, TableCell, TableHead, TableRow, TextField, ToggleButton, ToggleButtonGroup, Tooltip, Typography } from "@mui/material";
-import { collection, doc, getDocs, limit, orderBy, query, updateDoc, where } from "firebase/firestore";
+import { doc, getDocs, updateDoc } from "firebase/firestore";
 import { useCallback, useEffect, useMemo, useState } from "react";
+import { pluginRecordListSource } from "@aglyn/aglyn/plugin-manager/plugin-record-lists";
 import { amountInputValue, DEFAULT_DEAL_CURRENCY, formatMoney, parseAmountInput } from "../model/deal-board-model.js";
 /** Catalog matches offered per keystroke; a longer list is a scroll, not a pick. */ const CATALOG_MATCHES = 8;
 /**
@@ -382,39 +383,49 @@ function AddLineDialog(props) {
         catalog
     ]);
     /*
-   * THE CATALOG SEARCH: the first typed word as a prefix token over active
-   * products, ordered by name, debounced so a name typed at speed is one
-   * query rather than one per letter. Each variant is its own choice,
-   * priced from `priceUsd` in cents.
+   * THE CATALOG SEARCH: what is typed, matched the way the plugin that keeps
+   * products matches it — through the source it publishes (AGL-3080), which
+   * offers active products only — debounced so a name typed at speed is one
+   * query rather than one per letter. Nothing typed, or no plugin keeping
+   * products, matches nothing. Each variant is its own choice, priced from
+   * its `priceUsd` in cents.
    */ useEffect(()=>{
+        var _ref, _ref1;
+        var _pluginRecordListSource;
         if (!open || door !== 'catalog' || !hostId) return;
-        const token = nameSearchToken(search);
-        if (!token) {
+        const products = (_ref = (_pluginRecordListSource = pluginRecordListSource('product')) == null ? void 0 : _pluginRecordListSource.source) != null ? _ref : null;
+        const catalogQuery = (_ref1 = products == null ? void 0 : products.query(firestore, {
+            hostId,
+            search,
+            limit: CATALOG_MATCHES
+        })) != null ? _ref1 : null;
+        if (!products || !catalogQuery) {
             setChoices([]);
             return;
         }
         let active = true;
         const timer = setTimeout(()=>{
-            void getDocs(query(collection(firestore, 'hosts', hostId, 'products'), where('status', '==', 'active'), where('nameTokens', 'array-contains', token), orderBy('nameLower'), limit(CATALOG_MATCHES))).then((snapshot)=>{
+            void getDocs(catalogQuery).then((snapshot)=>{
                 if (!active) return;
                 const next = [];
                 for (const entry of snapshot.docs){
-                    var _entry_get, _entry_get1;
-                    const productName = String((_entry_get = entry.get('name')) != null ? _entry_get : '');
-                    const variants = (_entry_get1 = entry.get('variants')) != null ? _entry_get1 : [];
+                    const product = products.record(entry.id, entry.data());
+                    if (!product) continue;
+                    const variants = Array.isArray(product.facts['variants']) ? product.facts['variants'] : [];
                     const priced = variants.length ? variants : [
                         {
                             id: '',
-                            priceUsd: entry.get('priceUsd')
+                            options: {},
+                            priceUsd: product.facts['priceUsd']
                         }
                     ];
                     for (const variant of priced){
                         var _variant_options, _variant_id;
                         const options = Object.values((_variant_options = variant['options']) != null ? _variant_options : {});
-                        const label = options.length ? `${productName} — ${options.join(' / ')}` : productName;
+                        const label = options.length ? `${product.name} — ${options.join(' / ')}` : product.name;
                         next.push({
-                            key: `${entry.id}:${String((_variant_id = variant['id']) != null ? _variant_id : '')}`,
-                            productId: entry.id,
+                            key: `${product.id}:${String((_variant_id = variant['id']) != null ? _variant_id : '')}`,
+                            productId: product.id,
                             label,
                             unitAmountCents: Math.max(0, Math.round((Number(variant['priceUsd']) || 0) * 100))
                         });

package/src/lib/components/deal-products-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-products-card.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  type AglynOrgBilling,\n  checkEntitlement,\n  CRM_COLLECTIONS,\n  type CrmDealLineItem,\n  DEAL_LINE_ITEM_NAME_MAX,\n  DEAL_LINE_ITEM_QUANTITY_MAX,\n  DEAL_LINE_ITEMS_MAX,\n  lineItemsTotalCents,\n  nameSearchToken,\n  pluginDocsHelp,\n  readDealLineItems,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  amountInputValue,\n  type DealDoc,\n  DEFAULT_DEAL_CURRENCY,\n  formatMoney,\n  parseAmountInput,\n} from '../model/deal-board-model'\n\n/** Catalog matches offered per keystroke; a longer list is a scroll, not a pick. */\nconst CATALOG_MATCHES = 8\n\n/** One thing the catalog search offers: a product, or one variant of it. */\ninterface CatalogChoice {\n  key: string\n  productId: string\n  label: string\n  unitAmountCents: number\n}\n\nexport interface DealProductsCardProps {\n  deal: DealDoc\n  orgId: string\n  /**\n   * The site whose catalog the search reads — the console's own, or\n   * `null` at the organization level (AGL-2630), where the deal's own\n   * capturing site is searched; a deal with none takes lines by hand only.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The listener's verdict on the deal, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * The products behind a deal's amount (AGL-2620).\n *\n * ## The amount follows the lines\n *\n * Every write here stores `lineItems` AND `amountCents` as their sum, in\n * one update, so the board, the reports and the API keep reading the one\n * field they always read and no reader adds up lines. Once a deal has a\n * line, the drawer's Amount goes read-only and says why; remove the last\n * line and the amount is typed again, keeping the last sum rather than\n * dropping to nothing. The currency is the deal's — a line cannot be in\n * another, because their sum is one number.\n *\n * ## Two doors to a line\n *\n * **From the catalog** searches THIS site's products — a prefix on\n * `nameTokens` over active products, the query the products hub runs and\n * the `(status, nameTokens, nameLower)` index serves — and offers each\n * variant priced. The catalog is USD; a deal in another currency is told\n * so and can edit the unit amount after. **By hand** takes a name and a\n * price with no product behind them, which is also all a plan without\n * commerce gets: the catalog door is not drawn for it, because the site\n * has no catalog to search.\n *\n * Adding opens a dialog rather than a row of fields above the table, and\n * a quantity is edited in place and written on blur.\n */\nexport function DealProductsCard(props: DealProductsCardProps) {\n  const { deal, orgId, hostId, org, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  // The catalog searched: the mounted site's, or the deal's own.\n  const catalogHostId = hostId ?? deal.hostId ?? null\n  const { enqueueSnackbar } = useSnackbar()\n  const currency = String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  const items = useMemo(() => deal.lineItems ?? [], [deal.lineItems])\n  const hasCommerce = checkEntitlement(\n    (org ?? null) as Partial<AglynOrgBilling> | null,\n    'commerce',\n  )\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  /** The one write: the lines and their sum, together. */\n  const save = useCallback(\n    async (next: CrmDealLineItem[], done: string) => {\n      const read = readDealLineItems(next, currency)\n      if ('error' in read) {\n        enqueueSnackbar(read.error, { variant: 'warning', persist: false })\n        return false\n      }\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            await updateDoc(doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id), {\n              lineItems: read.items,\n              // The last sum stays on a deal whose lines were all removed:\n              // the forecast should not drop to zero because a quote was\n              // cleared to be retyped.\n              ...(read.items.length ? { amountCents: lineItemsTotalCents(read.items) } : {}),\n              updatedAt: new Date(),\n            })\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [currency, enqueueSnackbar, unreadable, fromCache, firestore, orgId, deal.$id],\n  )\n\n  const handleRemove = useCallback(\n    (index: number) =>\n      void save(\n        items.filter((_item, at) => at !== index),\n        'Line removed',\n      ),\n    [items, save],\n  )\n  const handleQuantity = useCallback(\n    (index: number, quantity: number) => {\n      if (quantity === items[index]?.quantity) return\n      void save(\n        items.map((item, at) => (at === index ? { ...item, quantity } : item)),\n        'Quantity saved',\n      )\n    },\n    [items, save],\n  )\n  const handleAdd = useCallback(\n    async (line: CrmDealLineItem) => {\n      const ok = await save([...items, line], 'Line added')\n      if (ok) setAdding(false)\n    },\n    [items, save],\n  )\n\n  const total = lineItemsTotalCents(items)\n  const full = items.length >= DEAL_LINE_ITEMS_MAX\n\n  return (\n    <>\n      <CardDisplay\n        header={'Products'}\n        help={pluginDocsHelp('deals', { anchor: '#line-items' })}\n        HeaderProps={{\n          action: (\n            <Tooltip title={full ? `A deal carries at most ${DEAL_LINE_ITEMS_MAX} lines` : ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                  disabled={busy || full}\n                  onClick={() => setAdding(true)}\n                >\n                  {'Add line'}\n                </Button>\n              </span>\n            </Tooltip>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {items.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {hasCommerce\n              ? 'No line items yet. Add products from your catalog or by hand; the amount becomes their sum.'\n              : 'No line items yet. Add what the deal is for, priced by hand; the amount becomes their sum.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\" aria-label=\"Line items\">\n            <TableHead>\n              <TableRow>\n                <TableCell>{'Item'}</TableCell>\n                <TableCell align=\"right\" sx={{ width: 110 }}>\n                  {'Quantity'}\n                </TableCell>\n                <TableCell align=\"right\">{'Unit'}</TableCell>\n                <TableCell align=\"right\">{'Total'}</TableCell>\n                <TableCell sx={{ width: 48 }} />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {items.map((item, index) => (\n                <TableRow key={`${index}:${item.productId ?? item.name}`}>\n                  <TableCell>\n                    <Typography variant=\"body2\">{item.name}</Typography>\n                    {item.productId ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {'From the catalog'}\n                      </Typography>\n                    ) : null}\n                  </TableCell>\n                  <TableCell align=\"right\">\n                    <QuantityField\n                      value={item.quantity}\n                      disabled={busy}\n                      label={`Quantity of ${item.name}`}\n                      onCommit={(quantity) => handleQuantity(index, quantity)}\n                    />\n                  </TableCell>\n                  <TableCell align=\"right\">{formatMoney(item.unitAmountCents, currency)}</TableCell>\n                  <TableCell align=\"right\">\n                    {formatMoney(item.quantity * item.unitAmountCents, currency)}\n                  </TableCell>\n                  <TableCell padding=\"none\" align=\"right\">\n                    <Tooltip title=\"Remove line\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          disabled={busy}\n                          aria-label={`Remove ${item.name}`}\n                          onClick={() => handleRemove(index)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </TableCell>\n                </TableRow>\n              ))}\n              <TableRow>\n                <TableCell colSpan={3}>\n                  <Typography variant=\"subtitle2\">{'Amount'}</Typography>\n                </TableCell>\n                <TableCell align=\"right\">\n                  <Typography variant=\"subtitle2\" data-testid=\"line-items-total\">\n                    {formatMoney(total, currency)}\n                  </Typography>\n                </TableCell>\n                <TableCell padding=\"none\" />\n              </TableRow>\n            </TableBody>\n          </ScrollTable>\n        )}\n      </CardDisplay>\n      <AddLineDialog\n        open={adding}\n        onClose={() => setAdding(false)}\n        hostId={catalogHostId}\n        currency={currency}\n        catalog={hasCommerce && Boolean(catalogHostId)}\n        busy={busy}\n        onAdd={handleAdd}\n      />\n    </>\n  )\n}\nDealProductsCard.displayName = 'DealProductsCard'\n\ninterface QuantityFieldProps {\n  value: number\n  disabled: boolean\n  label: string\n  onCommit: (quantity: number) => void\n}\n\n/** A quantity edited in place, committed on blur or Enter, refused below one. */\nfunction QuantityField(props: QuantityFieldProps) {\n  const { value, disabled, label, onCommit } = props\n  const [draft, setDraft] = useState(String(value))\n  useEffect(() => setDraft(String(value)), [value])\n  const commit = () => {\n    const quantity = Number(draft)\n    if (Number.isInteger(quantity) && quantity >= 1 && quantity <= DEAL_LINE_ITEM_QUANTITY_MAX) {\n      onCommit(quantity)\n    } else {\n      setDraft(String(value))\n    }\n  }\n  return (\n    <TextField\n      size=\"small\"\n      type=\"number\"\n      value={draft}\n      disabled={disabled}\n      onChange={(event) => setDraft(event.target.value)}\n      onBlur={commit}\n      onKeyDown={(event) => {\n        if (event.key === 'Enter') {\n          event.preventDefault()\n          ;(event.target as HTMLInputElement).blur()\n        }\n      }}\n      sx={{ width: 88 }}\n      slotProps={{\n        htmlInput: {\n          min: 1,\n          max: DEAL_LINE_ITEM_QUANTITY_MAX,\n          step: 1,\n          'aria-label': label,\n          style: { textAlign: 'right' },\n        },\n      }}\n    />\n  )\n}\nQuantityField.displayName = 'QuantityField'\n\ninterface AddLineDialogProps {\n  open: boolean\n  onClose: () => void\n  /** The site whose catalog is searched; `null` draws no catalog door. */\n  hostId: string | null\n  currency: string\n  /** Whether the catalog door is drawn — the plan has commerce. */\n  catalog: boolean\n  busy: boolean\n  onAdd: (line: CrmDealLineItem) => Promise<void>\n}\n\ntype Door = 'catalog' | 'manual'\n\nfunction AddLineDialog(props: AddLineDialogProps) {\n  const { open, onClose, hostId, currency, catalog, busy, onAdd } = props\n  const firestore = useFirestore()\n  const [door, setDoor] = useState<Door>(catalog ? 'catalog' : 'manual')\n  const [picked, setPicked] = useState<CatalogChoice | null>(null)\n  const [name, setName] = useState('')\n  const [quantity, setQuantity] = useState('1')\n  const [unit, setUnit] = useState('')\n  const [search, setSearch] = useState('')\n  const [choices, setChoices] = useState<CatalogChoice[]>([])\n\n  useEffect(() => {\n    if (!open) return\n    setDoor(catalog ? 'catalog' : 'manual')\n    setPicked(null)\n    setName('')\n    setQuantity('1')\n    setUnit('')\n    setSearch('')\n    setChoices([])\n  }, [open, catalog])\n\n  /*\n   * THE CATALOG SEARCH: the first typed word as a prefix token over active\n   * products, ordered by name, debounced so a name typed at speed is one\n   * query rather than one per letter. Each variant is its own choice,\n   * priced from `priceUsd` in cents.\n   */\n  useEffect(() => {\n    if (!open || door !== 'catalog' || !hostId) return\n    const token = nameSearchToken(search)\n    if (!token) {\n      setChoices([])\n      return\n    }\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'hosts', hostId, 'products'),\n          where('status', '==', 'active'),\n          where('nameTokens', 'array-contains', token),\n          orderBy('nameLower'),\n          limit(CATALOG_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          const next: CatalogChoice[] = []\n          for (const entry of snapshot.docs) {\n            const productName = String(entry.get('name') ?? '')\n            const variants = (entry.get('variants') as Array<Record<string, unknown>> | undefined) ?? []\n            const priced = variants.length\n              ? variants\n              : [{ id: '', priceUsd: entry.get('priceUsd') }]\n            for (const variant of priced) {\n              const options = Object.values((variant['options'] as Record<string, string>) ?? {})\n              const label = options.length ? `${productName} — ${options.join(' / ')}` : productName\n              next.push({\n                key: `${entry.id}:${String(variant['id'] ?? '')}`,\n                productId: entry.id,\n                label,\n                unitAmountCents: Math.max(0, Math.round((Number(variant['priceUsd']) || 0) * 100)),\n              })\n            }\n          }\n          setChoices(next)\n        })\n        .catch(() => {\n          if (active) setChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, door, hostId, search])\n\n  const unitCents = parseAmountInput(unit)\n  const quantityNumber = Number(quantity)\n  const lineName = (door === 'catalog' ? (name || picked?.label || '') : name).trim()\n  const problem = !lineName\n    ? door === 'catalog'\n      ? 'Pick a product.'\n      : 'A line needs a name.'\n    : !Number.isInteger(quantityNumber) || quantityNumber < 1\n      ? 'The quantity has to be a whole number of one or more.'\n      : unitCents === null\n        ? 'The unit amount has to be a number of zero or more.'\n        : null\n\n  const handleAdd = () => {\n    if (problem || unitCents === null) return\n    void onAdd({\n      ...(door === 'catalog' && picked ? { productId: picked.productId } : {}),\n      name: lineName.slice(0, DEAL_LINE_ITEM_NAME_MAX),\n      quantity: quantityNumber,\n      unitAmountCents: unitCents,\n      currency,\n    })\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"xs\">\n      <DialogTitle>{'Add a line'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          {catalog ? (\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={door}\n              onChange={(_event, next) => {\n                if (next) setDoor(next as Door)\n              }}\n              aria-label=\"Where the line comes from\"\n            >\n              <ToggleButton value=\"catalog\">{'From the catalog'}</ToggleButton>\n              <ToggleButton value=\"manual\">{'By hand'}</ToggleButton>\n            </ToggleButtonGroup>\n          ) : null}\n          {door === 'catalog' ? (\n            <Autocomplete<CatalogChoice, false, false, false>\n              options={choices}\n              value={picked}\n              inputValue={search}\n              onInputChange={(_event, next, reason) => {\n                if (reason !== 'reset') setSearch(next)\n              }}\n              onChange={(_event, choice) => {\n                setPicked(choice)\n                setName(choice?.label ?? '')\n                setUnit(choice ? amountInputValue(choice.unitAmountCents) : '')\n              }}\n              getOptionLabel={(choice) => choice.label}\n              isOptionEqualToValue={(option, value) => option.key === value.key}\n              // The match is the query's own prefix over `nameTokens`, never\n              // MUI's substring filter over labels.\n              filterOptions={(options) => options}\n              renderOption={(optionProps, choice) => (\n                <li {...optionProps} key={choice.key}>\n                  <Stack direction=\"row\" spacing={1} sx={{ width: '100%', alignItems: 'baseline' }}>\n                    <Typography variant=\"body2\" sx={{ flex: 1 }}>\n                      {choice.label}\n                    </Typography>\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {formatMoney(choice.unitAmountCents, 'usd')}\n                    </Typography>\n                  </Stack>\n                </li>\n              )}\n              noOptionsText={search.trim() ? 'No active product matches' : 'Type a product name'}\n              renderInput={(params) => (\n                <TextField\n                  {...params}\n                  label=\"Product\"\n                  placeholder=\"Search this site's catalog\"\n                  autoFocus\n                  helperText={\n                    currency !== 'usd'\n                      ? `Catalog prices are in USD; this deal is in ${currency.toUpperCase()}. Check the unit amount.`\n                      : undefined\n                  }\n                />\n              )}\n            />\n          ) : (\n            <TextField\n              label=\"Name\"\n              value={name}\n              onChange={(event) => setName(event.target.value)}\n              autoFocus\n              fullWidth\n              slotProps={{ htmlInput: { maxLength: DEAL_LINE_ITEM_NAME_MAX } }}\n            />\n          )}\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              label=\"Quantity\"\n              type=\"number\"\n              value={quantity}\n              onChange={(event) => setQuantity(event.target.value)}\n              sx={{ width: 120 }}\n              slotProps={{ htmlInput: { min: 1, max: DEAL_LINE_ITEM_QUANTITY_MAX, step: 1 } }}\n            />\n            <TextField\n              label={`Unit amount (${currency.toUpperCase()})`}\n              value={unit}\n              onChange={(event) => setUnit(event.target.value)}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { inputMode: 'decimal' } }}\n            />\n          </Stack>\n          {problem && (lineName || unit) ? (\n            <Typography variant=\"caption\" color=\"warning.main\">\n              {problem}\n            </Typography>\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" disabled={busy || Boolean(problem)} onClick={handleAdd}>\n          {'Add line'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nAddLineDialog.displayName = 'AddLineDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-products-card.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  type AglynOrgBilling,\n  checkEntitlement,\n  CRM_COLLECTIONS,\n  type CrmDealLineItem,\n  DEAL_LINE_ITEM_NAME_MAX,\n  DEAL_LINE_ITEM_QUANTITY_MAX,\n  DEAL_LINE_ITEMS_MAX,\n  lineItemsTotalCents,\n  pluginDocsHelp,\n  readDealLineItems,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { doc, getDocs, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { pluginRecordListSource } from '@aglyn/aglyn/plugin-manager/plugin-record-lists'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  amountInputValue,\n  type DealDoc,\n  DEFAULT_DEAL_CURRENCY,\n  formatMoney,\n  parseAmountInput,\n} from '../model/deal-board-model'\n\n/** Catalog matches offered per keystroke; a longer list is a scroll, not a pick. */\nconst CATALOG_MATCHES = 8\n\n/** One thing the catalog search offers: a product, or one variant of it. */\ninterface CatalogChoice {\n  key: string\n  productId: string\n  label: string\n  unitAmountCents: number\n}\n\nexport interface DealProductsCardProps {\n  deal: DealDoc\n  orgId: string\n  /**\n   * The site whose catalog the search reads — the console's own, or\n   * `null` at the organization level (AGL-2630), where the deal's own\n   * capturing site is searched; a deal with none takes lines by hand only.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The listener's verdict on the deal, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * The products behind a deal's amount (AGL-2620).\n *\n * ## The amount follows the lines\n *\n * Every write here stores `lineItems` AND `amountCents` as their sum, in\n * one update, so the board, the reports and the API keep reading the one\n * field they always read and no reader adds up lines. Once a deal has a\n * line, the drawer's Amount goes read-only and says why; remove the last\n * line and the amount is typed again, keeping the last sum rather than\n * dropping to nothing. The currency is the deal's — a line cannot be in\n * another, because their sum is one number.\n *\n * ## Two doors to a line\n *\n * **From the catalog** searches THIS site's products — a prefix on\n * `nameTokens` over active products, the query the products hub runs and\n * the `(status, nameTokens, nameLower)` index serves — and offers each\n * variant priced. The catalog is USD; a deal in another currency is told\n * so and can edit the unit amount after. **By hand** takes a name and a\n * price with no product behind them, which is also all a plan without\n * commerce gets: the catalog door is not drawn for it, because the site\n * has no catalog to search.\n *\n * Adding opens a dialog rather than a row of fields above the table, and\n * a quantity is edited in place and written on blur.\n */\nexport function DealProductsCard(props: DealProductsCardProps) {\n  const { deal, orgId, hostId, org, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  // The catalog searched: the mounted site's, or the deal's own.\n  const catalogHostId = hostId ?? deal.hostId ?? null\n  const { enqueueSnackbar } = useSnackbar()\n  const currency = String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  const items = useMemo(() => deal.lineItems ?? [], [deal.lineItems])\n  const hasCommerce = checkEntitlement(\n    (org ?? null) as Partial<AglynOrgBilling> | null,\n    'commerce',\n  )\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  /** The one write: the lines and their sum, together. */\n  const save = useCallback(\n    async (next: CrmDealLineItem[], done: string) => {\n      const read = readDealLineItems(next, currency)\n      if ('error' in read) {\n        enqueueSnackbar(read.error, { variant: 'warning', persist: false })\n        return false\n      }\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            await updateDoc(doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id), {\n              lineItems: read.items,\n              // The last sum stays on a deal whose lines were all removed:\n              // the forecast should not drop to zero because a quote was\n              // cleared to be retyped.\n              ...(read.items.length ? { amountCents: lineItemsTotalCents(read.items) } : {}),\n              updatedAt: new Date(),\n            })\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [currency, enqueueSnackbar, unreadable, fromCache, firestore, orgId, deal.$id],\n  )\n\n  const handleRemove = useCallback(\n    (index: number) =>\n      void save(\n        items.filter((_item, at) => at !== index),\n        'Line removed',\n      ),\n    [items, save],\n  )\n  const handleQuantity = useCallback(\n    (index: number, quantity: number) => {\n      if (quantity === items[index]?.quantity) return\n      void save(\n        items.map((item, at) => (at === index ? { ...item, quantity } : item)),\n        'Quantity saved',\n      )\n    },\n    [items, save],\n  )\n  const handleAdd = useCallback(\n    async (line: CrmDealLineItem) => {\n      const ok = await save([...items, line], 'Line added')\n      if (ok) setAdding(false)\n    },\n    [items, save],\n  )\n\n  const total = lineItemsTotalCents(items)\n  const full = items.length >= DEAL_LINE_ITEMS_MAX\n\n  return (\n    <>\n      <CardDisplay\n        header={'Products'}\n        help={pluginDocsHelp('deals', { anchor: '#line-items' })}\n        HeaderProps={{\n          action: (\n            <Tooltip title={full ? `A deal carries at most ${DEAL_LINE_ITEMS_MAX} lines` : ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                  disabled={busy || full}\n                  onClick={() => setAdding(true)}\n                >\n                  {'Add line'}\n                </Button>\n              </span>\n            </Tooltip>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {items.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {hasCommerce\n              ? 'No line items yet. Add products from your catalog or by hand; the amount becomes their sum.'\n              : 'No line items yet. Add what the deal is for, priced by hand; the amount becomes their sum.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\" aria-label=\"Line items\">\n            <TableHead>\n              <TableRow>\n                <TableCell>{'Item'}</TableCell>\n                <TableCell align=\"right\" sx={{ width: 110 }}>\n                  {'Quantity'}\n                </TableCell>\n                <TableCell align=\"right\">{'Unit'}</TableCell>\n                <TableCell align=\"right\">{'Total'}</TableCell>\n                <TableCell sx={{ width: 48 }} />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {items.map((item, index) => (\n                <TableRow key={`${index}:${item.productId ?? item.name}`}>\n                  <TableCell>\n                    <Typography variant=\"body2\">{item.name}</Typography>\n                    {item.productId ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {'From the catalog'}\n                      </Typography>\n                    ) : null}\n                  </TableCell>\n                  <TableCell align=\"right\">\n                    <QuantityField\n                      value={item.quantity}\n                      disabled={busy}\n                      label={`Quantity of ${item.name}`}\n                      onCommit={(quantity) => handleQuantity(index, quantity)}\n                    />\n                  </TableCell>\n                  <TableCell align=\"right\">{formatMoney(item.unitAmountCents, currency)}</TableCell>\n                  <TableCell align=\"right\">\n                    {formatMoney(item.quantity * item.unitAmountCents, currency)}\n                  </TableCell>\n                  <TableCell padding=\"none\" align=\"right\">\n                    <Tooltip title=\"Remove line\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          disabled={busy}\n                          aria-label={`Remove ${item.name}`}\n                          onClick={() => handleRemove(index)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </TableCell>\n                </TableRow>\n              ))}\n              <TableRow>\n                <TableCell colSpan={3}>\n                  <Typography variant=\"subtitle2\">{'Amount'}</Typography>\n                </TableCell>\n                <TableCell align=\"right\">\n                  <Typography variant=\"subtitle2\" data-testid=\"line-items-total\">\n                    {formatMoney(total, currency)}\n                  </Typography>\n                </TableCell>\n                <TableCell padding=\"none\" />\n              </TableRow>\n            </TableBody>\n          </ScrollTable>\n        )}\n      </CardDisplay>\n      <AddLineDialog\n        open={adding}\n        onClose={() => setAdding(false)}\n        hostId={catalogHostId}\n        currency={currency}\n        catalog={hasCommerce && Boolean(catalogHostId)}\n        busy={busy}\n        onAdd={handleAdd}\n      />\n    </>\n  )\n}\nDealProductsCard.displayName = 'DealProductsCard'\n\ninterface QuantityFieldProps {\n  value: number\n  disabled: boolean\n  label: string\n  onCommit: (quantity: number) => void\n}\n\n/** A quantity edited in place, committed on blur or Enter, refused below one. */\nfunction QuantityField(props: QuantityFieldProps) {\n  const { value, disabled, label, onCommit } = props\n  const [draft, setDraft] = useState(String(value))\n  useEffect(() => setDraft(String(value)), [value])\n  const commit = () => {\n    const quantity = Number(draft)\n    if (Number.isInteger(quantity) && quantity >= 1 && quantity <= DEAL_LINE_ITEM_QUANTITY_MAX) {\n      onCommit(quantity)\n    } else {\n      setDraft(String(value))\n    }\n  }\n  return (\n    <TextField\n      size=\"small\"\n      type=\"number\"\n      value={draft}\n      disabled={disabled}\n      onChange={(event) => setDraft(event.target.value)}\n      onBlur={commit}\n      onKeyDown={(event) => {\n        if (event.key === 'Enter') {\n          event.preventDefault()\n          ;(event.target as HTMLInputElement).blur()\n        }\n      }}\n      sx={{ width: 88 }}\n      slotProps={{\n        htmlInput: {\n          min: 1,\n          max: DEAL_LINE_ITEM_QUANTITY_MAX,\n          step: 1,\n          'aria-label': label,\n          style: { textAlign: 'right' },\n        },\n      }}\n    />\n  )\n}\nQuantityField.displayName = 'QuantityField'\n\ninterface AddLineDialogProps {\n  open: boolean\n  onClose: () => void\n  /** The site whose catalog is searched; `null` draws no catalog door. */\n  hostId: string | null\n  currency: string\n  /** Whether the catalog door is drawn — the plan has commerce. */\n  catalog: boolean\n  busy: boolean\n  onAdd: (line: CrmDealLineItem) => Promise<void>\n}\n\ntype Door = 'catalog' | 'manual'\n\nfunction AddLineDialog(props: AddLineDialogProps) {\n  const { open, onClose, hostId, currency, catalog, busy, onAdd } = props\n  const firestore = useFirestore()\n  const [door, setDoor] = useState<Door>(catalog ? 'catalog' : 'manual')\n  const [picked, setPicked] = useState<CatalogChoice | null>(null)\n  const [name, setName] = useState('')\n  const [quantity, setQuantity] = useState('1')\n  const [unit, setUnit] = useState('')\n  const [search, setSearch] = useState('')\n  const [choices, setChoices] = useState<CatalogChoice[]>([])\n\n  useEffect(() => {\n    if (!open) return\n    setDoor(catalog ? 'catalog' : 'manual')\n    setPicked(null)\n    setName('')\n    setQuantity('1')\n    setUnit('')\n    setSearch('')\n    setChoices([])\n  }, [open, catalog])\n\n  /*\n   * THE CATALOG SEARCH: what is typed, matched the way the plugin that keeps\n   * products matches it — through the source it publishes (AGL-3080), which\n   * offers active products only — debounced so a name typed at speed is one\n   * query rather than one per letter. Nothing typed, or no plugin keeping\n   * products, matches nothing. Each variant is its own choice, priced from\n   * its `priceUsd` in cents.\n   */\n  useEffect(() => {\n    if (!open || door !== 'catalog' || !hostId) return\n    const products = pluginRecordListSource('product')?.source ?? null\n    const catalogQuery = products?.query(firestore, { hostId, search, limit: CATALOG_MATCHES }) ?? null\n    if (!products || !catalogQuery) {\n      setChoices([])\n      return\n    }\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(catalogQuery)\n        .then((snapshot) => {\n          if (!active) return\n          const next: CatalogChoice[] = []\n          for (const entry of snapshot.docs) {\n            const product = products.record(entry.id, entry.data())\n            if (!product) continue\n            const variants = Array.isArray(product.facts['variants'])\n              ? (product.facts['variants'] as Array<Record<string, unknown>>)\n              : []\n            const priced = variants.length\n              ? variants\n              : [{ id: '', options: {}, priceUsd: product.facts['priceUsd'] }]\n            for (const variant of priced) {\n              const options = Object.values((variant['options'] as Record<string, string>) ?? {})\n              const label = options.length ? `${product.name} — ${options.join(' / ')}` : product.name\n              next.push({\n                key: `${product.id}:${String(variant['id'] ?? '')}`,\n                productId: product.id,\n                label,\n                unitAmountCents: Math.max(0, Math.round((Number(variant['priceUsd']) || 0) * 100)),\n              })\n            }\n          }\n          setChoices(next)\n        })\n        .catch(() => {\n          if (active) setChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, door, hostId, search])\n\n  const unitCents = parseAmountInput(unit)\n  const quantityNumber = Number(quantity)\n  const lineName = (door === 'catalog' ? (name || picked?.label || '') : name).trim()\n  const problem = !lineName\n    ? door === 'catalog'\n      ? 'Pick a product.'\n      : 'A line needs a name.'\n    : !Number.isInteger(quantityNumber) || quantityNumber < 1\n      ? 'The quantity has to be a whole number of one or more.'\n      : unitCents === null\n        ? 'The unit amount has to be a number of zero or more.'\n        : null\n\n  const handleAdd = () => {\n    if (problem || unitCents === null) return\n    void onAdd({\n      ...(door === 'catalog' && picked ? { productId: picked.productId } : {}),\n      name: lineName.slice(0, DEAL_LINE_ITEM_NAME_MAX),\n      quantity: quantityNumber,\n      unitAmountCents: unitCents,\n      currency,\n    })\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"xs\">\n      <DialogTitle>{'Add a line'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          {catalog ? (\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={door}\n              onChange={(_event, next) => {\n                if (next) setDoor(next as Door)\n              }}\n              aria-label=\"Where the line comes from\"\n            >\n              <ToggleButton value=\"catalog\">{'From the catalog'}</ToggleButton>\n              <ToggleButton value=\"manual\">{'By hand'}</ToggleButton>\n            </ToggleButtonGroup>\n          ) : null}\n          {door === 'catalog' ? (\n            <Autocomplete<CatalogChoice, false, false, false>\n              options={choices}\n              value={picked}\n              inputValue={search}\n              onInputChange={(_event, next, reason) => {\n                if (reason !== 'reset') setSearch(next)\n              }}\n              onChange={(_event, choice) => {\n                setPicked(choice)\n                setName(choice?.label ?? '')\n                setUnit(choice ? amountInputValue(choice.unitAmountCents) : '')\n              }}\n              getOptionLabel={(choice) => choice.label}\n              isOptionEqualToValue={(option, value) => option.key === value.key}\n              // The match is the query's own prefix over `nameTokens`, never\n              // MUI's substring filter over labels.\n              filterOptions={(options) => options}\n              renderOption={(optionProps, choice) => (\n                <li {...optionProps} key={choice.key}>\n                  <Stack direction=\"row\" spacing={1} sx={{ width: '100%', alignItems: 'baseline' }}>\n                    <Typography variant=\"body2\" sx={{ flex: 1 }}>\n                      {choice.label}\n                    </Typography>\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {formatMoney(choice.unitAmountCents, 'usd')}\n                    </Typography>\n                  </Stack>\n                </li>\n              )}\n              noOptionsText={search.trim() ? 'No active product matches' : 'Type a product name'}\n              renderInput={(params) => (\n                <TextField\n                  {...params}\n                  label=\"Product\"\n                  placeholder=\"Search this site's catalog\"\n                  autoFocus\n                  helperText={\n                    currency !== 'usd'\n                      ? `Catalog prices are in USD; this deal is in ${currency.toUpperCase()}. Check the unit amount.`\n                      : undefined\n                  }\n                />\n              )}\n            />\n          ) : (\n            <TextField\n              label=\"Name\"\n              value={name}\n              onChange={(event) => setName(event.target.value)}\n              autoFocus\n              fullWidth\n              slotProps={{ htmlInput: { maxLength: DEAL_LINE_ITEM_NAME_MAX } }}\n            />\n          )}\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              label=\"Quantity\"\n              type=\"number\"\n              value={quantity}\n              onChange={(event) => setQuantity(event.target.value)}\n              sx={{ width: 120 }}\n              slotProps={{ htmlInput: { min: 1, max: DEAL_LINE_ITEM_QUANTITY_MAX, step: 1 } }}\n            />\n            <TextField\n              label={`Unit amount (${currency.toUpperCase()})`}\n              value={unit}\n              onChange={(event) => setUnit(event.target.value)}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { inputMode: 'decimal' } }}\n            />\n          </Stack>\n          {problem && (lineName || unit) ? (\n            <Typography variant=\"caption\" color=\"warning.main\">\n              {problem}\n            </Typography>\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" disabled={busy || Boolean(problem)} onClick={handleAdd}>\n          {'Add line'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nAddLineDialog.displayName = 'AddLineDialog'\n\nexport default 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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
             }),