@aglyn/plugins-crm 1.0.0-beta.220 → 1.0.0-beta.222

package/src/lib/components/picklist-values-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/picklist-values-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  CRM_COLLECTIONS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistValue,\n  isStandardPicklistValueId,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n} from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiDragVertical,\n  mdiEyeOffOutline,\n  mdiEyeOutline,\n  mdiPencilOutline,\n  mdiStarOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  IconButton,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { doc, serverTimestamp, setDoc } from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport {\n  addPicklistValue,\n  crmPicklistValuesRouteUrl,\n  movePicklistValue,\n  picklistAddableMeanings,\n  picklistMeaningLabel,\n  picklistReplacements,\n  type PicklistValuesAction,\n  type PicklistValuesRequest,\n  type PicklistValuesResponse,\n  setPicklistDefault,\n  setPicklistValueActive,\n  setPicklistValueGroup,\n  sortPicklistValues,\n} from '../model/picklist-values'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport interface PicklistValuesCardProps {\n  /** Which of the CRM's standard picklists this card manages. */\n  picklistId: CrmPicklistId\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  /** The org whose list this is; `null` while it settles. */\n  orgId: string | null\n  /** The site a newly written list records as its definer — the Fields page's own. */\n  createHostId: string | null\n}\n\n/** Each object's noun, singular and plural, for the card's sentences. */\nconst OBJECT_NOUNS: Record<CrmPicklistObject, [string, string]> = {\n  contact: ['contact', 'contacts'],\n  company: ['company', 'companies'],\n  deal: ['deal', 'deals'],\n  lead: ['lead', 'leads'],\n  task: ['task', 'tasks'],\n}\n\n/** \"a\", \"a and b\", \"a, b and c\". */\nfunction sentenceList(words: readonly string[]): string {\n  return words.length < 2\n    ? (words[0] ?? '')\n    : `${words.slice(0, -1).join(', ')} and ${words[words.length - 1]}`\n}\n\n/** The objects whose records hold the field's label, in the definition's order. */\nfunction targetObjects(definition: CrmPicklistDefinition): CrmPicklistObject[] {\n  return [...new Set(definition.targets.map((target) => target.object))]\n}\n\n/** The add and rename dialog's state: which value, if any, is being renamed. */\ntype NameDialog = { mode: 'add' } | { mode: 'rename'; value: CrmPicklistValue } | null\n\n/**\n * ONE STANDARD PICKLIST'S VALUES (AGL-3298, AGL-3510) — Salesforce's\n * picklist value set for a standard field, managed on the Fields tab of the\n * object the field belongs to.\n *\n * Standard values are marked, and cannot be deleted — every org has them —\n * but rename, reorder, regroup, deactivate and default are theirs as much\n * as an added value's. Every move that touches only the LIST — add,\n * reorder by drag or arrows, sort A–Z, activate, deactivate, group,\n * default — is one client write of the whole document, guarded against a\n * cached read like every seeded save on the Fields page. The two that\n * change RECORDS — rename, and delete with a replacement — go to\n * `crm/picklist-values`, which rewrites the list and every record the\n * definition's targets name together; see that route.\n *\n * An org that has never edited the list reads the standard values, and the\n * first move here writes them down as the org's own.\n */\nexport function PicklistValuesCard(props: PicklistValuesCardProps) {\n  const { picklistId, hostId, orgId, createHostId } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { definition, picklist, stored, ready, fromCache } = useCrmPicklist(picklistId, orgId)\n  const [busy, setBusy] = useState(false)\n  const [nameDialog, setNameDialog] = useState<NameDialog>(null)\n  const [draftName, setDraftName] = useState('')\n  const [draftGroup, setDraftGroup] = useState('')\n  const [draftMeaning, setDraftMeaning] = useState('')\n  const [nameError, setNameError] = useState('')\n  const [deleting, setDeleting] = useState<CrmPicklistValue | null>(null)\n  const [replaceWith, setReplaceWith] = useState('')\n  const [dragFrom, setDragFrom] = useState<number | null>(null)\n\n  const groups = definition.groups ?? []\n  const meanings = definition.meanings ?? []\n  // An added value may not take a meaning only the platform sets (AGL-3512).\n  const addableMeanings = picklistAddableMeanings(definition)\n  const [noun, nouns] = OBJECT_NOUNS[definition.object]\n  const holders = targetObjects(definition).map((object) => OBJECT_NOUNS[object])\n  // A list of suggestions only — a task's subjects (AGL-3517) — that no record holds.\n  const suggestions = holders.length === 0\n  const field = definition.label.toLowerCase()\n  const failed = `The ${definition.plural} could not be saved.`\n  const isStandard = (value: CrmPicklistValue) => isStandardPicklistValueId(definition, value.id)\n\n  /** Write the whole list — the list-only moves above. */\n  const save = useCallback(\n    async (next: CrmPicklist, done: string) => {\n      if (!orgId || busy) return\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed({ subject: `${field} list`, fromCache }, () =>\n          setDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, picklistId),\n            {\n              values: next.values,\n              defaultValueId: next.defaultValueId,\n              updatedAt: serverTimestamp(),\n              // The org-wide stamp the rules require of a new CRM document,\n              // the same one a field definition carries.\n              ...(stored\n                ? {}\n                : {\n                    hostId: createHostId,\n                    createdAt: serverTimestamp(),\n                    ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                  }),\n            },\n            { merge: true },\n          ),\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusy(false)\n      }\n    },\n    [orgId, busy, field, fromCache, firestore, picklistId, stored, createHostId, enqueueSnackbar, failed],\n  )\n\n  /** A rename or a delete — the moves that change records too. */\n  const post = useCallback(\n    async (request: PicklistValuesAction): Promise<PicklistValuesResponse | null> => {\n      const scope = crmTaskCallScope(hostId, orgId)\n      if (!scope || busy) return null\n      setBusy(true)\n      try {\n        const response = await authorizedFetch(user, crmPicklistValuesRouteUrl(), {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({ ...request, picklistId, ...scope } satisfies PicklistValuesRequest),\n        })\n        const payload = (await response.json().catch(() => ({}))) as { error?: string }\n        if (!response.ok) {\n          enqueueSnackbar(payload.error || failed, { variant: 'warning', persist: false })\n          return null\n        }\n        return payload as PicklistValuesResponse\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n        return null\n      } finally {\n        setBusy(false)\n      }\n    },\n    [hostId, orgId, busy, user, picklistId, enqueueSnackbar, failed],\n  )\n\n  /** \" — 2 leads and 1 contact updated\", or nothing when no record held the value. */\n  const moved = (result: PicklistValuesResponse) => {\n    const counts = targetObjects(definition).map((object) => {\n      const count = result.updated?.[object] ?? 0\n      const [one, many] = OBJECT_NOUNS[object]\n      return { count, text: `${count.toLocaleString()} ${count === 1 ? one : many}` }\n    })\n    return counts.some((entry) => entry.count)\n      ? ` — ${sentenceList(counts.map((entry) => entry.text))} updated`\n      : ''\n  }\n\n  const openAdd = () => {\n    setDraftName('')\n    setDraftGroup('')\n    setDraftMeaning('')\n    setNameError('')\n    setNameDialog({ mode: 'add' })\n  }\n  const openRename = (value: CrmPicklistValue) => {\n    setDraftName(value.label)\n    setNameError('')\n    setNameDialog({ mode: 'rename', value })\n  }\n\n  const submitName = async () => {\n    if (!nameDialog) return\n    if (nameDialog.mode === 'add') {\n      const move = addPicklistValue(definition, picklist, draftName, {\n        group: draftGroup || null,\n        meaning: draftMeaning || null,\n      })\n      if (move.ok === false) return void setNameError(move.error)\n      setNameDialog(null)\n      await save(move.picklist, `“${draftName.trim()}” added`)\n      return\n    }\n    const result = await post({ action: 'rename', valueId: nameDialog.value.id, label: draftName })\n    if (!result) return\n    setNameDialog(null)\n    enqueueSnackbar(`Renamed${moved(result)}`, { variant: 'success', persist: false })\n  }\n\n  const openDelete = (value: CrmPicklistValue) => {\n    setReplaceWith('')\n    setDeleting(value)\n  }\n  const submitDelete = async () => {\n    if (!deleting) return\n    const result = await post({\n      action: 'delete',\n      valueId: deleting.id,\n      replaceWith: replaceWith || null,\n    })\n    if (!result) return\n    setDeleting(null)\n    enqueueSnackbar(`“${deleting.label}” deleted${moved(result)}`, {\n      variant: 'success',\n      persist: false,\n    })\n  }\n\n  const move = (from: number, to: number) =>\n    void save(movePicklistValue(picklist, from, to), 'Order saved')\n\n  const rowActions = (value: CrmPicklistValue): RowActionsMenuItem[] => {\n    const isDefault = picklist.defaultValueId === value.id\n    const items: RowActionsMenuItem[] = [\n      {\n        key: 'rename',\n        label: 'Rename',\n        icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n        disabled: busy,\n        onClick: () => openRename(value),\n      },\n      {\n        key: 'default',\n        label: isDefault ? 'Clear default' : 'Make default',\n        icon: <MdiIcon path={mdiStarOutline.path} size={0.8} />,\n        disabled: busy || (!isDefault && !value.active),\n        disabledReason: !value.active ? 'An inactive value cannot be the default' : undefined,\n        onClick: () =>\n          void save(\n            setPicklistDefault(picklist, isDefault ? null : value.id),\n            isDefault ? 'Default cleared' : `New ${nouns} start as “${value.label}”`,\n          ),\n      },\n      {\n        key: 'active',\n        label: value.active ? 'Deactivate' : 'Activate',\n        icon: (\n          <MdiIcon path={value.active ? mdiEyeOffOutline.path : mdiEyeOutline.path} size={0.8} />\n        ),\n        disabled: busy,\n        onClick: () =>\n          void save(\n            setPicklistValueActive(picklist, value.id, !value.active),\n            value.active ? `“${value.label}” deactivated` : `“${value.label}” activated`,\n          ),\n      },\n    ]\n    // A standard value is every organization's: it is deactivated, never deleted.\n    if (!isStandard(value)) {\n      items.push({\n        key: 'delete',\n        label: 'Delete…',\n        icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n        destructive: true,\n        disabled: busy,\n        onClick: () => openDelete(value),\n      })\n    }\n    return items\n  }\n\n  const replacements = deleting ? picklistReplacements(definition, picklist, deleting.id) : []\n  const columns = 4 + (groups.length ? 1 : 0) + (meanings.length ? 1 : 0)\n  const heldBy = sentenceList(holders.map(([, many]) => many)).replace(/^./, (letter) =>\n    letter.toUpperCase(),\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        direction={{ xs: 'column', sm: 'row' }}\n        spacing={1}\n        sx={{ justifyContent: 'space-between', alignItems: { sm: 'center' } }}\n      >\n        <Stack spacing={0.25}>\n          <Typography variant=\"subtitle1\">{`${definition.label} values`}</Typography>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {(suggestions\n              ? `The suggestions every ${noun}’s ${definition.label} offers, in this order. ` +\n                'Any text may still be typed, and renaming or deleting a suggestion ' +\n                `changes no ${noun}. `\n              : `The choices in every ${noun}’s ${definition.label} select, in this order. ` +\n                (definition.restricted\n                  ? 'An import or an API write naming anything else is refused. '\n                  : '') +\n                'A deactivated value stays on the records that hold it. ') +\n              'Standard values come with every organization and cannot be deleted; ' +\n              'add your own beside them.'}\n          </Typography>\n        </Stack>\n        {orgId ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexShrink: 0 }}>\n            <Button\n              size=\"small\"\n              disabled={busy || picklist.values.length < 2}\n              onClick={() => void save(sortPicklistValues(picklist), 'Sorted A–Z')}\n            >\n              {'Sort A–Z'}\n            </Button>\n            <Button size=\"small\" variant=\"outlined\" disabled={busy} onClick={openAdd}>\n              {'Add value'}\n            </Button>\n          </Stack>\n        ) : null}\n      </Stack>\n      {!ready ? null : (\n        <ScrollTable size=\"small\" aria-label={`${definition.label} values`}>\n          <TableHead>\n            <TableRow>\n              <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n              <TableCell>{'Value'}</TableCell>\n              {groups.length ? <TableCell>{'Group'}</TableCell> : null}\n              {meanings.length ? <TableCell>{'Means'}</TableCell> : null}\n              <TableCell>{'Status'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {picklist.values.length === 0 ? (\n              <TableRow>\n                <TableCell colSpan={columns}>\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {`No values yet. Add one, and every ${noun} can be given it.`}\n                  </Typography>\n                </TableCell>\n              </TableRow>\n            ) : null}\n            {picklist.values.map((value, index) => (\n              <TableRow\n                key={value.id}\n                hover\n                // Native drag and drop for a pointer; the arrows beside the\n                // handle are the same move for a keyboard or a touch screen.\n                draggable={!busy}\n                onDragStart={(event) => {\n                  setDragFrom(index)\n                  event.dataTransfer.effectAllowed = 'move'\n                }}\n                onDragOver={(event) => {\n                  if (dragFrom === null) return\n                  event.preventDefault()\n                  event.dataTransfer.dropEffect = 'move'\n                }}\n                onDrop={(event) => {\n                  event.preventDefault()\n                  if (dragFrom !== null && dragFrom !== index) move(dragFrom, index)\n                  setDragFrom(null)\n                }}\n                onDragEnd={() => setDragFrom(null)}\n                sx={{\n                  ...(value.active ? {} : { opacity: 0.6 }),\n                  ...(dragFrom === index ? { outline: 1, outlineColor: 'primary.main' } : {}),\n                }}\n              >\n                <TableCell>\n                  <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                    <MdiIcon\n                      path={mdiDragVertical.path}\n                      size={0.8}\n                      style={{ cursor: busy ? 'default' : 'grab' }}\n                      aria-hidden\n                    />\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === 0 || busy}\n                      onClick={() => move(index, index - 1)}\n                    >\n                      <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} up`}</SrOnly>\n                    </IconButton>\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === picklist.values.length - 1 || busy}\n                      onClick={() => move(index, index + 1)}\n                    >\n                      <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} down`}</SrOnly>\n                    </IconButton>\n                  </Stack>\n                </TableCell>\n                <TableCell>\n                  <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                    <Typography variant=\"body2\">{value.label}</Typography>\n                    {isStandard(value) ? (\n                      <Chip size=\"small\" variant=\"outlined\" label=\"Standard\" />\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                {groups.length ? (\n                  <TableCell sx={{ minWidth: 150 }}>\n                    <TextField\n                      select\n                      size=\"small\"\n                      variant=\"standard\"\n                      value={value.group ?? ''}\n                      disabled={busy || !orgId}\n                      onChange={(event) => {\n                        const group = String(event.target.value) || null\n                        const name = groups.find((entry) => entry.id === group)?.label\n                        void save(\n                          setPicklistValueGroup(definition, picklist, value.id, group),\n                          name ? `“${value.label}” is ${name}` : `“${value.label}” has no group`,\n                        )\n                      }}\n                      fullWidth\n                      slotProps={{\n                        select: { displayEmpty: true, 'aria-label': `Group of ${value.label}` },\n                      }}\n                    >\n                      <MenuItem value=\"\">{'None'}</MenuItem>\n                      {groups.map((group) => (\n                        <MenuItem key={group.id} value={group.id}>\n                          {group.label}\n                        </MenuItem>\n                      ))}\n                    </TextField>\n                  </TableCell>\n                ) : null}\n                {meanings.length ? (\n                  // What the value means to the CRM: fixed for a standard value, and\n                  // chosen when an added one is made.\n                  <TableCell>\n                    <Typography variant=\"body2\" color={value.meaning ? 'text.primary' : 'text.secondary'}>\n                      {value.meaning ? picklistMeaningLabel(definition, value.meaning) : '—'}\n                    </Typography>\n                  </TableCell>\n                ) : null}\n                <TableCell>\n                  <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', alignItems: 'center' }}>\n                    {value.active ? null : (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Inactive\" />\n                    )}\n                    {picklist.defaultValueId === value.id ? (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"primary\" label=\"Default\" />\n                    ) : null}\n                    {value.active && picklist.defaultValueId !== value.id ? (\n                      <Typography variant=\"body2\" color=\"text.secondary\">\n                        {'Active'}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 56 }}>\n                  <RowActionsMenu label={value.label} items={rowActions(value)} />\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n      )}\n      {ready && !stored ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'These are the standard values. Your first change here makes the list your ' +\n            'organization’s own.'}\n        </Typography>\n      ) : null}\n\n      <Dialog open={nameDialog !== null} onClose={() => setNameDialog(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>\n          {nameDialog?.mode === 'rename' ? `Rename “${nameDialog.value.label}”` : `Add a ${field}`}\n        </DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            {nameDialog?.mode === 'rename' && !suggestions ? (\n              <DialogContentText variant=\"body2\">\n                {`Every ${sentenceList(holders.map(([one]) => one))} holding this value ` +\n                  'is updated to the new name.'}\n              </DialogContentText>\n            ) : null}\n            <TextField\n              size=\"small\"\n              label=\"Value\"\n              value={draftName}\n              onChange={(event) => {\n                setDraftName(event.target.value)\n                setNameError('')\n              }}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') void submitName()\n              }}\n              error={Boolean(nameError)}\n              helperText={nameError || ' '}\n              slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n              autoFocus\n              fullWidth\n            />\n            {nameDialog?.mode === 'add' && groups.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Group\"\n                value={draftGroup}\n                onChange={(event) => setDraftGroup(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                <MenuItem value=\"\">{'None'}</MenuItem>\n                {groups.map((group) => (\n                  <MenuItem key={group.id} value={group.id}>\n                    {group.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            {nameDialog?.mode === 'add' && meanings.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Means\"\n                value={draftMeaning}\n                onChange={(event) => {\n                  setDraftMeaning(String(event.target.value))\n                  setNameError('')\n                }}\n                fullWidth\n              >\n                {addableMeanings.map((meaning) => (\n                  <MenuItem key={meaning} value={meaning}>\n                    {picklistMeaningLabel(definition, meaning)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setNameDialog(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={busy || !draftName.trim()}\n            onClick={() => void submitName()}\n          >\n            {nameDialog?.mode === 'rename' ? 'Rename' : 'Add'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n\n      <Dialog open={deleting !== null} onClose={() => setDeleting(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>{`Delete “${deleting?.label ?? ''}”?`}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            <DialogContentText variant=\"body2\">\n              {suggestions\n                ? `The suggestion leaves the list for good. No ${noun} changes.`\n                : `The value leaves the list for good. ${heldBy} that hold it ` +\n                  (meanings.length\n                    ? 'are moved to the value you pick here, which means the same. '\n                    : 'are moved to the value you pick here, or cleared. ') +\n                  'To keep it on those records instead, deactivate it.'}\n            </DialogContentText>\n            {suggestions ? null : (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Replace it on existing records with\"\n                value={replaceWith}\n                onChange={(event) => setReplaceWith(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                {/* A value with a meaning moves its records to another of that meaning, never off. */}\n                {meanings.length ? null : <MenuItem value=\"\">{'None — clear it'}</MenuItem>}\n                {replacements.map((value) => (\n                  <MenuItem key={value.id} value={value.label}>\n                    {value.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            )}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setDeleting(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            color=\"error\"\n            disabled={busy || (meanings.length > 0 && !replaceWith)}\n            onClick={() => void submitDelete()}\n          >\n            {'Delete value'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </Stack>\n  )\n}\nPicklistValuesCard.displayName = 'PicklistValuesCard'\n\nexport default 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package/src/lib/components/pipeline-stages-dialog.d.ts

@@ -35,6 +35,13 @@ export interface PipelineStagesDialogProps {
  *
  * Won and Lost cannot be removed or reordered; their probabilities are
  * fixed by what they mean.
+ *
+ * ## The forecast category (AGL-3516)
+ *
+ * Each open stage names the forecast category a deal takes on landing in
+ * it — Salesforce's fixed set, Pipeline unless chosen. Won is Closed and
+ * Lost is Omitted by definition. A change here applies to the deals that
+ * move into the stage from now on; a deal already in it keeps its own.
  */
 export declare function PipelineStagesDialog(props: PipelineStagesDialogProps): import("react").JSX.Element;
 export declare namespace PipelineStagesDialog {

package/src/lib/components/pipeline-stages-dialog.js

@@ -15,16 +15,16 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { CRM_COLLECTIONS } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, CRM_FORECAST_CATEGORIES, CRM_FORECAST_CATEGORY_LABELS, dealStageForecastCategory } from "@aglyn/aglyn";
 import { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from "@aglyn/shared-data-mdi";
 import { MdiIcon } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
-import { Button, Chip, Dialog, DialogActions, DialogContent, DialogTitle, IconButton, Stack, TextField, Tooltip, Typography } from "@mui/material";
+import { Button, Chip, Dialog, DialogActions, DialogContent, DialogTitle, IconButton, MenuItem, Stack, TextField, Tooltip, Typography } from "@mui/material";
 import { collection, doc, getCountFromServer, query, updateDoc, where } from "firebase/firestore";
 import { useCallback, useEffect, useState } from "react";
 import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
-import { addStage, moveStage, removeStage, renameStage, setStageProbability, sortedStages, stageRemovalRefusal, stagesProblem } from "../model/deal-board-model.js";
+import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory, setStageProbability, sortedStages, stageRemovalRefusal, stagesProblem } from "../model/deal-board-model.js";
 /**
  * The pipeline's stages, edited as one draft and saved as one write.
  *
@@ -49,6 +49,13 @@ import { addStage, moveStage, removeStage, renameStage, setStageProbability, sor
  *
  * Won and Lost cannot be removed or reordered; their probabilities are
  * fixed by what they mean.
+ *
+ * ## The forecast category (AGL-3516)
+ *
+ * Each open stage names the forecast category a deal takes on landing in
+ * it — Salesforce's fixed set, Pipeline unless chosen. Won is Closed and
+ * Lost is Omitted by definition. A change here applies to the deals that
+ * move into the stage from now on; a deal already in it keeps its own.
  */ export function PipelineStagesDialog(props) {
     const { open, onClose, orgId, pipeline, fromCache, unreadable, visibleToTokens } = props;
     const firestore = useFirestore();
@@ -165,7 +172,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageProbability, sor
                         /*#__PURE__*/ _jsx(Typography, {
                             variant: "body2",
                             color: "text.secondary",
-                            children: 'The probability is the chance a deal in that stage closes, which ' + 'is what the weighted value multiplies by. Won is always 100% and ' + 'Lost always 0%.'
+                            children: 'The probability is the chance a deal in that stage closes, which ' + 'is what the weighted value multiplies by. Won is always 100% and ' + 'Lost always 0%. The forecast category is where a deal moved into ' + 'the stage is forecast; Won is always Closed and Lost always Omitted.'
                         }),
                         stages.map((stage, index)=>{
                             const isOpen = stage.kind === 'open';
@@ -213,6 +220,21 @@ import { addStage, moveStage, removeStage, renameStage, setStageProbability, sor
                                             }
                                         }
                                     }),
+                                    /*#__PURE__*/ _jsx(TextField, {
+                                        select: true,
+                                        size: "small",
+                                        label: "Forecast",
+                                        value: dealStageForecastCategory(stage),
+                                        disabled: !isOpen,
+                                        onChange: (event)=>setStages((current)=>setStageForecastCategory(current, stage.id, event.target.value)),
+                                        sx: {
+                                            width: 140
+                                        },
+                                        children: CRM_FORECAST_CATEGORIES.map((category)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                                value: category,
+                                                children: CRM_FORECAST_CATEGORY_LABELS[category]
+                                            }, category))
+                                    }),
                                     isOpen ? /*#__PURE__*/ _jsxs(_Fragment, {
                                         children: [
                                             /*#__PURE__*/ _jsx(Tooltip, {

package/src/lib/components/pipeline-stages-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/pipeline-stages-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, type CrmDealStage } from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport {\n  addStage,\n  moveStage,\n  type PipelineDoc,\n  removeStage,\n  renameStage,\n  setStageProbability,\n  sortedStages,\n  stageRemovalRefusal,\n  stagesProblem,\n} from '../model/deal-board-model'\n\nexport interface PipelineStagesDialogProps {\n  open: boolean\n  onClose: () => void\n  orgId: string\n  pipeline: PipelineDoc | null\n  /** The listener's verdict on the pipeline row the draft is seeded from. */\n  fromCache: boolean\n  unreadable: boolean\n  /** The scope tokens the deal count is filtered by — the viewer's own. */\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  visibleToTokens: readonly string[] | null\n}\n\n/**\n * The pipeline's stages, edited as one draft and saved as one write.\n *\n * ## One document, one save\n *\n * The stages live as an array on the pipeline document, so every edit here\n * is a local change to a copy and the Save button writes the whole array\n * back. A per-row write would be a pipeline that is half renamed when the\n * network drops, and — because the board draws columns from this array —\n * a board that redraws between every keystroke for everybody looking at it.\n *\n * ## A stage with deals in it stays\n *\n * Removing a stage is the one edit that can strand data: every deal in it\n * would point at a stage id the pipeline no longer has, sit in no column,\n * and be worth nothing to the forecast. So the remove button first asks the\n * server how many deals are in the stage — an aggregate count over the same\n * scoped query the board reads — and refuses with that number when it is\n * not zero. The count is taken at the moment of the click rather than held\n * from when the dialog opened, because a deal can be dragged in from the\n * board in another tab meanwhile.\n *\n * Won and Lost cannot be removed or reordered; their probabilities are\n * fixed by what they mean.\n */\nexport function PipelineStagesDialog(props: PipelineStagesDialogProps) {\n  const { open, onClose, orgId, pipeline, fromCache, unreadable, visibleToTokens } =\n    props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [stages, setStages] = useState<CrmDealStage[]>([])\n  const [newName, setNewName] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [counting, setCounting] = useState<string | null>(null)\n\n  // Re-seeded on every open, so the draft starts from the stored stages\n  // rather than from whatever the last session left unsaved.\n  useEffect(() => {\n    if (!open) return\n    setStages(sortedStages(pipeline))\n    setNewName('')\n  }, [open, pipeline])\n\n  const handleRemove = useCallback(\n    async (stageId: string) => {\n      if (!pipeline) return\n      setCounting(stageId)\n      try {\n        const snapshot = await getCountFromServer(\n          query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n            ...crmVisibleToClause(visibleToTokens),\n            where('pipelineId', '==', pipeline.$id),\n            where('stageId', '==', stageId),\n          ),\n        )\n        const refusal = stageRemovalRefusal(stages, stageId, snapshot.data().count)\n        if (refusal) {\n          enqueueSnackbar(refusal, { variant: 'warning', persist: false })\n          return\n        }\n        setStages((current) => removeStage(current, stageId))\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The deals in this stage could not be counted, so it stays.', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setCounting(null)\n      }\n    },\n    [firestore, orgId, pipeline, visibleToTokens, stages, enqueueSnackbar],\n  )\n\n  const problem = stagesProblem(stages)\n\n  const handleSave = useCallback(async () => {\n    if (!pipeline || problem) return\n    setBusy(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        { subject: 'pipeline', unreadable, fromCache },\n        async () => {\n          await updateDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, pipeline.$id),\n            { stages, updatedAt: new Date() },\n          )\n        },\n      )\n      if (!verdict.ok) {\n        enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        return\n      }\n      enqueueSnackbar('Stages saved', { variant: 'success', persist: false })\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  }, [firestore, orgId, pipeline, problem, stages, unreadable, fromCache, enqueueSnackbar, onClose])\n\n  const openCount = stages.filter((stage) => stage.kind === 'open').length\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"sm\">\n      <DialogTitle>{pipeline ? `${pipeline.name} stages` : 'Stages'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The probability is the chance a deal in that stage closes, which ' +\n              'is what the weighted value multiplies by. Won is always 100% and ' +\n              'Lost always 0%.'}\n          </Typography>\n          {stages.map((stage, index) => {\n            const isOpen = stage.kind === 'open'\n            const first = index === 0\n            const lastOpen = index === openCount - 1\n            return (\n              <Stack\n                key={stage.id}\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center' }}\n              >\n                <TextField\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={stage.name}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      renameStage(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ flex: 1 }}\n                  slotProps={{ htmlInput: { maxLength: 60 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Probability\"\n                  type=\"number\"\n                  value={stage.probability}\n                  disabled={!isOpen}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      setStageProbability(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ width: 120 }}\n                  slotProps={{\n                    htmlInput: { min: 0, max: 100, step: 5 },\n                    input: { endAdornment: '%' },\n                  }}\n                />\n                {isOpen ? (\n                  <>\n                    <Tooltip title=\"Move up\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          disabled={first}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'up'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Move down\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          disabled={lastOpen}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'down'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Remove stage\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          disabled={counting === stage.id || busy}\n                          onClick={() => void handleRemove(stage.id)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </>\n                ) : (\n                  <Chip\n                    size=\"small\"\n                    label={stage.kind === 'won' ? 'Won' : 'Lost'}\n                    color={stage.kind === 'won' ? 'success' : 'default'}\n                    sx={{ minWidth: 120 }}\n                  />\n                )}\n              </Stack>\n            )\n          })}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <TextField\n              size=\"small\"\n              label=\"New stage\"\n              value={newName}\n              onChange={(event) => setNewName(event.target.value)}\n              onKeyDown={(event) => {\n                if (event.key !== 'Enter' || !newName.trim()) return\n                event.preventDefault()\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { maxLength: 60 } }}\n            />\n            <Button\n              disabled={!newName.trim()}\n              onClick={() => {\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n            >\n              {'Add stage'}\n            </Button>\n          </Stack>\n          {problem ? (\n            <Typography variant=\"caption\" color=\"error\">\n              {problem}\n            </Typography>\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          disabled={busy || !pipeline || Boolean(problem)}\n          onClick={() => void handleSave()}\n        >\n          {'Save stages'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nPipelineStagesDialog.displayName = 'PipelineStagesDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/pipeline-stages-dialog.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_FORECAST_CATEGORIES,\n  CRM_FORECAST_CATEGORY_LABELS,\n  type CrmDealStage,\n  dealStageForecastCategory,\n} from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport {\n  addStage,\n  moveStage,\n  type PipelineDoc,\n  removeStage,\n  renameStage,\n  setStageForecastCategory,\n  setStageProbability,\n  sortedStages,\n  stageRemovalRefusal,\n  stagesProblem,\n} from '../model/deal-board-model'\n\nexport interface PipelineStagesDialogProps {\n  open: boolean\n  onClose: () => void\n  orgId: string\n  pipeline: PipelineDoc | null\n  /** The listener's verdict on the pipeline row the draft is seeded from. */\n  fromCache: boolean\n  unreadable: boolean\n  /** The scope tokens the deal count is filtered by — the viewer's own. */\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  visibleToTokens: readonly string[] | null\n}\n\n/**\n * The pipeline's stages, edited as one draft and saved as one write.\n *\n * ## One document, one save\n *\n * The stages live as an array on the pipeline document, so every edit here\n * is a local change to a copy and the Save button writes the whole array\n * back. A per-row write would be a pipeline that is half renamed when the\n * network drops, and — because the board draws columns from this array —\n * a board that redraws between every keystroke for everybody looking at it.\n *\n * ## A stage with deals in it stays\n *\n * Removing a stage is the one edit that can strand data: every deal in it\n * would point at a stage id the pipeline no longer has, sit in no column,\n * and be worth nothing to the forecast. So the remove button first asks the\n * server how many deals are in the stage — an aggregate count over the same\n * scoped query the board reads — and refuses with that number when it is\n * not zero. The count is taken at the moment of the click rather than held\n * from when the dialog opened, because a deal can be dragged in from the\n * board in another tab meanwhile.\n *\n * Won and Lost cannot be removed or reordered; their probabilities are\n * fixed by what they mean.\n *\n * ## The forecast category (AGL-3516)\n *\n * Each open stage names the forecast category a deal takes on landing in\n * it — Salesforce's fixed set, Pipeline unless chosen. Won is Closed and\n * Lost is Omitted by definition. A change here applies to the deals that\n * move into the stage from now on; a deal already in it keeps its own.\n */\nexport function PipelineStagesDialog(props: PipelineStagesDialogProps) {\n  const { open, onClose, orgId, pipeline, fromCache, unreadable, visibleToTokens } =\n    props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [stages, setStages] = useState<CrmDealStage[]>([])\n  const [newName, setNewName] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [counting, setCounting] = useState<string | null>(null)\n\n  // Re-seeded on every open, so the draft starts from the stored stages\n  // rather than from whatever the last session left unsaved.\n  useEffect(() => {\n    if (!open) return\n    setStages(sortedStages(pipeline))\n    setNewName('')\n  }, [open, pipeline])\n\n  const handleRemove = useCallback(\n    async (stageId: string) => {\n      if (!pipeline) return\n      setCounting(stageId)\n      try {\n        const snapshot = await getCountFromServer(\n          query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n            ...crmVisibleToClause(visibleToTokens),\n            where('pipelineId', '==', pipeline.$id),\n            where('stageId', '==', stageId),\n          ),\n        )\n        const refusal = stageRemovalRefusal(stages, stageId, snapshot.data().count)\n        if (refusal) {\n          enqueueSnackbar(refusal, { variant: 'warning', persist: false })\n          return\n        }\n        setStages((current) => removeStage(current, stageId))\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The deals in this stage could not be counted, so it stays.', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setCounting(null)\n      }\n    },\n    [firestore, orgId, pipeline, visibleToTokens, stages, enqueueSnackbar],\n  )\n\n  const problem = stagesProblem(stages)\n\n  const handleSave = useCallback(async () => {\n    if (!pipeline || problem) return\n    setBusy(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        { subject: 'pipeline', unreadable, fromCache },\n        async () => {\n          await updateDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, pipeline.$id),\n            { stages, updatedAt: new Date() },\n          )\n        },\n      )\n      if (!verdict.ok) {\n        enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        return\n      }\n      enqueueSnackbar('Stages saved', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [firestore, orgId, pipeline, problem, stages, unreadable, fromCache, enqueueSnackbar, onClose])\n\n  const openCount = stages.filter((stage) => stage.kind === 'open').length\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"sm\">\n      <DialogTitle>{pipeline ? `${pipeline.name} stages` : 'Stages'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The probability is the chance a deal in that stage closes, which ' +\n              'is what the weighted value multiplies by. Won is always 100% and ' +\n              'Lost always 0%. The forecast category is where a deal moved into ' +\n              'the stage is forecast; Won is always Closed and Lost always Omitted.'}\n          </Typography>\n          {stages.map((stage, index) => {\n            const isOpen = stage.kind === 'open'\n            const first = index === 0\n            const lastOpen = index === openCount - 1\n            return (\n              <Stack\n                key={stage.id}\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center' }}\n              >\n                <TextField\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={stage.name}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      renameStage(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ flex: 1 }}\n                  slotProps={{ htmlInput: { maxLength: 60 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Probability\"\n                  type=\"number\"\n                  value={stage.probability}\n                  disabled={!isOpen}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      setStageProbability(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ width: 120 }}\n                  slotProps={{\n                    htmlInput: { min: 0, max: 100, step: 5 },\n                    input: { endAdornment: '%' },\n                  }}\n                />\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Forecast\"\n                  value={dealStageForecastCategory(stage)}\n                  disabled={!isOpen}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      setStageForecastCategory(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ width: 140 }}\n                >\n                  {CRM_FORECAST_CATEGORIES.map((category) => (\n                    <MenuItem key={category} value={category}>\n                      {CRM_FORECAST_CATEGORY_LABELS[category]}\n                    </MenuItem>\n                  ))}\n                </TextField>\n                {isOpen ? (\n                  <>\n                    <Tooltip title=\"Move up\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          disabled={first}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'up'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Move down\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          disabled={lastOpen}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'down'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Remove stage\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          disabled={counting === stage.id || busy}\n                          onClick={() => void handleRemove(stage.id)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </>\n                ) : (\n                  <Chip\n                    size=\"small\"\n                    label={stage.kind === 'won' ? 'Won' : 'Lost'}\n                    color={stage.kind === 'won' ? 'success' : 'default'}\n                    sx={{ minWidth: 120 }}\n                  />\n                )}\n              </Stack>\n            )\n          })}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <TextField\n              size=\"small\"\n              label=\"New stage\"\n              value={newName}\n              onChange={(event) => setNewName(event.target.value)}\n              onKeyDown={(event) => {\n                if (event.key !== 'Enter' || !newName.trim()) return\n                event.preventDefault()\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { maxLength: 60 } }}\n            />\n            <Button\n              disabled={!newName.trim()}\n              onClick={() => {\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n            >\n              {'Add stage'}\n            </Button>\n          </Stack>\n          {problem ? (\n            <Typography variant=\"caption\" color=\"error\">\n              {problem}\n            </Typography>\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          disabled={busy || !pipeline || Boolean(problem)}\n          onClick={() => void handleSave()}\n        >\n          {'Save stages'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nPipelineStagesDialog.displayName = 'PipelineStagesDialog'\n\nexport default PipelineStagesDialog\n"],"names":["CRM_COLLECTIONS","CRM_FORECAST_CATEGORIES","CRM_FORECAST_CATEGORY_LABELS","dealStageForecastCategory","mdiArrowDown","mdiArrowUp","mdiDeleteOutline","MdiIcon","useSnackbar","useFirestore","writeGuardedBySeed","Button","Chip","Dialog","DialogActions","DialogContent","DialogTitle","IconButton","MenuItem","Stack","TextField","Tooltip","Typography","collection","doc","getCountFromServer","query","updateDoc","where","useCallback","useEffect","useState","crmVisibleToClause","addStage","moveStage","removeStage","renameStage","setStageForecastCategory","setStageProbability","sortedStages","stageRemovalRefusal","stagesProblem","PipelineStagesDialog","props","open","onClose","orgId","pipeline","fromCache","unreadable","visibleToTokens","firestore","enqueueSnackbar","stages","setStages","newName","setNewName","busy","setBusy","counting","setCounting","handleRemove","stageId","snapshot","deals","$id","refusal","data","count","variant","persist","current","error","console","allowDuplicate","problem","handleSave","verdict","subject","pipelines","updatedAt","Date","ok","message","openCount","filter","stage","kind","length","undefined","fullWidth","maxWidth","name","spacing","sx","pt","color","map","index","isOpen","first","lastOpen","direction","alignItems","size","label","value","onChange","event","id","target","flex","slotProps","htmlInput","maxLength","type","probability","disabled","width","min","max","step","input","endAdornment","select","category","title","span","onClick","path","minWidth","onKeyDown","key","trim","preventDefault","Boolean","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,EACfC,uBAAuB,EACvBC,4BAA4B,EAE5BC,yBAAyB,QACpB,eAAc;AACrB,SACEC,YAAY,EACZC,UAAU,EACVC,gBAAgB,QACX,yBAAwB;AAC/B,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,EAAEC,kBAAkB,QAAQ,iCAAgC;AACjF,SACEC,MAAM,EACNC,IAAI,EACJC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,WAAW,EACXC,UAAU,EACVC,QAAQ,EACRC,KAAK,EACLC,SAAS,EACTC,OAAO,EACPC,UAAU,QACL,gBAAe;AACtB,SACEC,UAAU,EACVC,GAAG,EACHC,kBAAkB,EAClBC,KAAK,EACLC,SAAS,EACTC,KAAK,QACA,qBAAoB;AAC3B,SAASC,WAAW,EAAEC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AACxD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SACEC,QAAQ,EACRC,SAAS,EAETC,WAAW,EACXC,WAAW,EACXC,wBAAwB,EACxBC,mBAAmB,EACnBC,YAAY,EACZC,mBAAmB,EACnBC,aAAa,QACR,+BAA2B;AAelC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA+BC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;IACnE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,KAAK,EAAEC,QAAQ,EAAEC,SAAS,EAAEC,UAAU,EAAEC,eAAe,EAAE,GAC9EP;IACF,MAAMQ,YAAY1C;IAClB,MAAM,EAAE2C,eAAe,EAAE,GAAG5C;IAC5B,MAAM,CAAC6C,QAAQC,UAAU,GAAGvB,SAAyB,EAAE;IACvD,MAAM,CAACwB,SAASC,WAAW,GAAGzB,SAAS;IACvC,MAAM,CAAC0B,MAAMC,QAAQ,GAAG3B,SAAS;IACjC,MAAM,CAAC4B,UAAUC,YAAY,GAAG7B,SAAwB;IAExD,sEAAsE;IACtE,2DAA2D;IAC3DD,UAAU;QACR,IAAI,CAACc,MAAM;QACXU,UAAUf,aAAaQ;QACvBS,WAAW;IACb,GAAG;QAACZ;QAAMG;KAAS;IAEnB,MAAMc,eAAehC,YACnB,OAAOiC;QACL,IAAI,CAACf,UAAU;QACfa,YAAYE;QACZ,IAAI;YACF,MAAMC,WAAW,MAAMtC,mBACrBC,MACEH,WAAW4B,WAAW,QAAQL,OAAO9C,gBAAgBgE,KAAK,MACvDhC,mBAAmBkB,kBACtBtB,MAAM,cAAc,MAAMmB,SAASkB,GAAG,GACtCrC,MAAM,WAAW,MAAMkC;YAG3B,MAAMI,UAAU1B,oBAAoBa,QAAQS,SAASC,SAASI,IAAI,GAAGC,KAAK;YAC1E,IAAIF,SAAS;gBACXd,gBAAgBc,SAAS;oBAAEG,SAAS;oBAAWC,SAAS;gBAAM;gBAC9D;YACF;YACAhB,UAAU,CAACiB,UAAYpC,YAAYoC,SAAST;QAC9C,EAAE,OAAOU,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdpB,gBAAgB,8DAA8D;gBAC5EiB,SAAS;gBACTK,gBAAgB;YAClB;QACF,SAAU;YACRd,YAAY;QACd;IACF,GACA;QAACT;QAAWL;QAAOC;QAAUG;QAAiBG;QAAQD;KAAgB;IAGxE,MAAMuB,UAAUlC,cAAcY;IAE9B,MAAMuB,aAAa/C,YAAY;QAC7B,IAAI,CAACkB,YAAY4B,SAAS;QAC1BjB,QAAQ;QACR,IAAI;YACF,MAAMmB,UAAU,MAAMnE,mBACpB;gBAAEoE,SAAS;gBAAY7B;gBAAYD;YAAU,GAC7C;gBACE,MAAMrB,UACJH,IAAI2B,WAAW,QAAQL,OAAO9C,gBAAgB+E,SAAS,EAAEhC,SAASkB,GAAG,GACrE;oBAAEZ;oBAAQ2B,WAAW,IAAIC;gBAAO;YAEpC;YAEF,IAAI,CAACJ,QAAQK,EAAE,EAAE;gBACf9B,gBAAgByB,QAAQM,OAAO,EAAE;oBAAEd,SAAS;oBAAWC,SAAS;gBAAM;gBACtE;YACF;YACAlB,gBAAgB,gBAAgB;gBAAEiB,SAAS;gBAAWC,SAAS;YAAM;YACrEzB;QACF,EAAE,OAAO2B,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdpB,gBAAgB,yBAAyB;gBACvCiB,SAAS;gBACTK,gBAAgB;YAClB;QACF,SAAU;YACRhB,QAAQ;QACV;IACF,GAAG;QAACP;QAAWL;QAAOC;QAAU4B;QAAStB;QAAQJ;QAAYD;QAAWI;QAAiBP;KAAQ;IAEjG,MAAMuC,YAAY/B,OAAOgC,MAAM,CAAC,CAACC,QAAUA,MAAMC,IAAI,KAAK,QAAQC,MAAM;IAExE,qBACE,MAAC3E;QAAO+B,MAAMA;QAAMC,SAASY,OAAOgC,YAAY5C;QAAS6C,SAAS;QAACC,UAAS;;0BAC1E,KAAC3E;0BAAa+B,WAAW,GAAGA,SAAS6C,IAAI,CAAC,OAAO,CAAC,GAAG;;0BACrD,KAAC7E;0BACC,cAAA,MAACI;oBAAM0E,SAAS;oBAAGC,IAAI;wBAAEC,IAAI;oBAAE;;sCAC7B,KAACzE;4BAAW+C,SAAQ;4BAAQ2B,OAAM;sCAC/B,sEACC,sEACA,sEACA;;wBAEH3C,OAAO4C,GAAG,CAAC,CAACX,OAAOY;4BAClB,MAAMC,SAASb,MAAMC,IAAI,KAAK;4BAC9B,MAAMa,QAAQF,UAAU;4BACxB,MAAMG,WAAWH,UAAUd,YAAY;4BACvC,qBACE,MAACjE;gCAECmF,WAAU;gCACVT,SAAS;gCACTC,IAAI;oCAAES,YAAY;gCAAS;;kDAE3B,KAACnF;wCACCoF,MAAK;wCACLC,OAAM;wCACNC,OAAOpB,MAAMM,IAAI;wCACjBe,UAAU,CAACC,QACTtD,UAAU,CAACiB,UACTnC,YAAYmC,SAASe,MAAMuB,EAAE,EAAED,MAAME,MAAM,CAACJ,KAAK;wCAGrDZ,IAAI;4CAAEiB,MAAM;wCAAE;wCACdC,WAAW;4CAAEC,WAAW;gDAAEC,WAAW;4CAAG;wCAAE;;kDAE5C,KAAC9F;wCACCoF,MAAK;wCACLC,OAAM;wCACNU,MAAK;wCACLT,OAAOpB,MAAM8B,WAAW;wCACxBC,UAAU,CAAClB;wCACXQ,UAAU,CAACC,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package/src/lib/components/pipelines-dialog.js

@@ -15,6 +15,8 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { CrmExportButton } from "./crm-transfer-buttons.js";
+import { CRM_PIPELINES_RESOURCE } from "../transfer/fields.js";
 import { CRM_COLLECTIONS, isPipelineArchived } from "@aglyn/aglyn";
 import { mdiArchiveArrowDownOutline, mdiArchiveArrowUpOutline, mdiFormatListBulleted, mdiPencilOutline, mdiStarOutline } from "@aglyn/shared-data-mdi";
 import { MdiIcon } from "@aglyn/shared-ui-jsx";
@@ -490,12 +492,19 @@ import { PipelineStagesDialog } from "./pipeline-stages-dialog.js";
                             ]
                         })
                     }),
-                    /*#__PURE__*/ _jsx(DialogActions, {
-                        children: /*#__PURE__*/ _jsx(Button, {
-                            onClick: onClose,
-                            disabled: busy !== null,
-                            children: 'Done'
-                        })
+                    /*#__PURE__*/ _jsxs(DialogActions, {
+                        children: [
+                            /*#__PURE__*/ _jsx(CrmExportButton, {
+                                resource: CRM_PIPELINES_RESOURCE,
+                                hostId: hostId,
+                                label: "Export pipelines…"
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                onClick: onClose,
+                                disabled: busy !== null,
+                                children: 'Done'
+                            })
+                        ]
                     })
                 ]
             }),

package/src/lib/components/pipelines-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/pipelines-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, isPipelineArchived } from '@aglyn/aglyn'\nimport {\n  mdiArchiveArrowDownOutline,\n  mdiArchiveArrowUpOutline,\n  mdiFormatListBulleted,\n  mdiPencilOutline,\n  mdiStarOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport {\n  activePipelines,\n  newPipelineDocument,\n  PIPELINE_NAME_MAX,\n  type PipelineDoc,\n  pipelineArchiveRefusal,\n  pipelineNameProblem,\n  sortedStages,\n} from '../model/deal-board-model'\nimport { PipelineStagesDialog } from './pipeline-stages-dialog'\n\nexport interface PipelinesDialogProps {\n  open: boolean\n  onClose: () => void\n  orgId: string\n  /**\n   * The site this console is viewed from — provenance on a pipeline created\n   * here — or at the organization level the site the reader picked, `null`\n   * until they have (AGL-2630): a pipeline made there is the org's.\n   */\n  hostId: string | null\n  /** Every pipeline the viewer may read, archived ones included. */\n  pipelines: PipelineDoc[]\n  /** The listener's verdict on the rows, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n  /** The scope tokens the open-deal count is filtered by — the viewer's own. */\n  visibleToTokens: readonly string[]\n  /** What a pipeline created here is stamped with. */\n  createTokens: readonly string[]\n}\n\n/**\n * The org's pipelines (AGL-2620): list, create, rename, set as default,\n * archive, and a door into each one's stages.\n *\n * ## Org documents, scoped like every CRM row\n *\n * A pipeline lives at `orgs/{orgId}/pipelines` and is stamped with the same\n * scope tokens a contact captured on this site would carry, so an agency's\n * client sees its own pipelines and the org-wide ones — the same rule the\n * board reads by. Nothing here assumes one site: the tokens come in as\n * props from `useCrmScope`, and an org-level mount passes its own.\n *\n * ## What each verb writes\n *\n * - **New pipeline** — one `addDoc` of `newPipelineDocument`: a COPY of the\n *   default stages, not the default, active. The field sits UNDER the list.\n * - **Rename** — `name` on the one document, refused when an active\n *   pipeline already has the name (`pipelineNameProblem`).\n * - **Set as default** — one batch: the flag on, and off on every other\n *   document that had it. A batch rather than two updates because two\n *   defaults for the length of a network round trip is a board that opens\n *   on either.\n * - **Archive** — `archivedAt: now`, after the server has counted the\n *   pipeline's OPEN deals and `pipelineArchiveRefusal` has agreed; the\n *   count is taken at the click because a deal can be created into the\n *   pipeline from another tab meanwhile. The default pipeline and the last\n *   active one refuse. **Restore** clears the stamp.\n * - **Edit stages** — opens the stages dialog for that pipeline, unchanged.\n */\nexport function PipelinesDialog(props: PipelinesDialogProps) {\n  const {\n    open,\n    onClose,\n    orgId,\n    hostId,\n    pipelines,\n    fromCache,\n    unreadable,\n    visibleToTokens,\n    createTokens,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const [busy, setBusy] = useState<string | null>(null)\n  const [newName, setNewName] = useState('')\n  const [renaming, setRenaming] = useState<{ id: string; name: string } | null>(null)\n  const [editingStages, setEditingStages] = useState<string | null>(null)\n\n  useEffect(() => {\n    if (!open) return\n    setNewName('')\n    setRenaming(null)\n    setEditingStages(null)\n  }, [open])\n\n  const pipelineRef = useCallback(\n    (id: string) => doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, id),\n    [firestore, orgId],\n  )\n\n  /** One guarded write, reported as a snackbar either way. */\n  const run = useCallback(\n    async (key: string, write: () => Promise<void>, done: string) => {\n      setBusy(key)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'pipeline', unreadable, fromCache },\n          write,\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(null)\n      }\n    },\n    [unreadable, fromCache, enqueueSnackbar],\n  )\n\n  const newProblem = newName.trim() ? pipelineNameProblem(newName, pipelines) : null\n  const handleCreate = useCallback(async () => {\n    if (!user?.uid || newProblem || !newName.trim()) return\n    const ok = await run(\n      'create',\n      async () => {\n        await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines),\n          newPipelineDocument(newName, {\n            visibleTo: createTokens,\n            hostId,\n            uid: user.uid,\n            nowMs: Date.now(),\n          }),\n        )\n      },\n      'Pipeline created',\n    )\n    if (ok) setNewName('')\n  }, [user, newProblem, newName, run, firestore, orgId, createTokens, hostId])\n\n  const handleRename = useCallback(async () => {\n    if (!renaming) return\n    const problem = pipelineNameProblem(renaming.name, pipelines, renaming.id)\n    if (problem) {\n      enqueueSnackbar(problem, { variant: 'warning', persist: false })\n      return\n    }\n    const ok = await run(\n      `rename:${renaming.id}`,\n      async () => {\n        await updateDoc(pipelineRef(renaming.id), {\n          name: renaming.name.trim().slice(0, PIPELINE_NAME_MAX),\n          updatedAt: new Date(),\n        })\n      },\n      'Pipeline renamed',\n    )\n    if (ok) setRenaming(null)\n  }, [renaming, pipelines, enqueueSnackbar, run, pipelineRef])\n\n  const handleSetDefault = useCallback(\n    (pipeline: PipelineDoc) =>\n      void run(\n        `default:${pipeline.$id}`,\n        async () => {\n          const batch = writeBatch(firestore)\n          const now = new Date()\n          for (const entry of pipelines) {\n            if (entry.$id === pipeline.$id) {\n              batch.update(pipelineRef(entry.$id), { isDefault: true, updatedAt: now })\n            } else if (entry.isDefault) {\n              batch.update(pipelineRef(entry.$id), { isDefault: false, updatedAt: now })\n            }\n          }\n          await batch.commit()\n        },\n        `${pipeline.name} is now the default pipeline`,\n      ),\n    [run, firestore, pipelines, pipelineRef],\n  )\n\n  const handleArchive = useCallback(\n    async (pipeline: PipelineDoc) => {\n      setBusy(`archive:${pipeline.$id}`)\n      let openDeals: number\n      try {\n        const snapshot = await getCountFromServer(\n          query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n            where('visibleTo', 'array-contains-any', [...visibleToTokens]),\n            where('pipelineId', '==', pipeline.$id),\n            where('status', '==', 'open'),\n          ),\n        )\n        openDeals = snapshot.data().count\n      } catch (error) {\n        console.error(error)\n        setBusy(null)\n        enqueueSnackbar('The open deals in this pipeline could not be counted, so it stays.', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        return\n      }\n      const refusal = pipelineArchiveRefusal(pipeline, pipelines, openDeals)\n      if (refusal) {\n        setBusy(null)\n        enqueueSnackbar(refusal, { variant: 'warning', persist: false })\n        return\n      }\n      await run(\n        `archive:${pipeline.$id}`,\n        async () => {\n          await updateDoc(pipelineRef(pipeline.$id), {\n            archivedAt: Date.now(),\n            isDefault: false,\n            updatedAt: new Date(),\n          })\n        },\n        `${pipeline.name} archived`,\n      )\n    },\n    [firestore, orgId, visibleToTokens, pipelines, run, pipelineRef, enqueueSnackbar],\n  )\n\n  const handleRestore = useCallback(\n    (pipeline: PipelineDoc) => {\n      const problem = pipelineNameProblem(pipeline.name, pipelines, pipeline.$id)\n      if (problem) {\n        enqueueSnackbar(`${problem} Rename it after restoring, or rename the other one first.`, {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\n      void run(\n        `restore:${pipeline.$id}`,\n        async () => {\n          await updateDoc(pipelineRef(pipeline.$id), { archivedAt: null, updatedAt: new Date() })\n        },\n        `${pipeline.name} restored`,\n      )\n    },\n    [pipelines, enqueueSnackbar, run, pipelineRef],\n  )\n\n  const actionsFor = (pipeline: PipelineDoc): RowActionsMenuItem[] => {\n    const archived = isPipelineArchived(pipeline)\n    const working = busy !== null\n    return archived\n      ? [\n          {\n            key: 'restore',\n            label: 'Restore',\n            icon: <MdiIcon path={mdiArchiveArrowUpOutline.path} size={0.8} />,\n            disabled: working,\n            onClick: () => handleRestore(pipeline),\n          },\n        ]\n      : [\n          {\n            key: 'stages',\n            label: 'Edit stages',\n            icon: <MdiIcon path={mdiFormatListBulleted.path} size={0.8} />,\n            disabled: working,\n            onClick: () => setEditingStages(pipeline.$id),\n          },\n          {\n            key: 'rename',\n            label: 'Rename',\n            icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n            disabled: working,\n            onClick: () => setRenaming({ id: pipeline.$id, name: pipeline.name }),\n          },\n          {\n            key: 'default',\n            label: 'Set as default',\n            icon: <MdiIcon path={mdiStarOutline.path} size={0.8} />,\n            disabled: working || Boolean(pipeline.isDefault),\n            disabledReason: pipeline.isDefault ? 'Already the default' : undefined,\n            onClick: () => handleSetDefault(pipeline),\n          },\n          {\n            key: 'archive',\n            label: 'Archive',\n            icon: <MdiIcon path={mdiArchiveArrowDownOutline.path} size={0.8} />,\n            disabled: working,\n            destructive: true,\n            onClick: () => void handleArchive(pipeline),\n          },\n        ]\n  }\n\n  const active = activePipelines(pipelines)\n  const archived = pipelines.filter((pipeline) => isPipelineArchived(pipeline))\n  const stagesPipeline = editingStages\n    ? (pipelines.find((pipeline) => pipeline.$id === editingStages) ?? null)\n    : null\n\n  const row = (pipeline: PipelineDoc) => {\n    const stageCount = sortedStages(pipeline).filter((stage) => stage.kind === 'open').length\n    const isRenaming = renaming?.id === pipeline.$id\n    return (\n      <Stack\n        key={pipeline.$id}\n        direction=\"row\"\n        spacing={1}\n        sx={{ alignItems: 'center', py: 0.5 }}\n        data-pipeline-id={pipeline.$id}\n      >\n        {isRenaming ? (\n          <>\n            <TextField\n              size=\"small\"\n              label=\"Name\"\n              value={renaming.name}\n              autoFocus\n              onChange={(event) => setRenaming({ id: pipeline.$id, name: event.target.value })}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') {\n                  event.preventDefault()\n                  void handleRename()\n                }\n                if (event.key === 'Escape') setRenaming(null)\n              }}\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { maxLength: PIPELINE_NAME_MAX } }}\n            />\n            <Button size=\"small\" onClick={() => setRenaming(null)} disabled={busy !== null}>\n              {'Cancel'}\n            </Button>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              disabled={busy !== null || !renaming.name.trim()}\n              onClick={() => void handleRename()}\n            >\n              {'Save'}\n            </Button>\n          </>\n        ) : (\n          <>\n            <Stack sx={{ flex: 1, minWidth: 0, lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" noWrap>\n                {pipeline.name || 'Untitled pipeline'}\n              </Typography>\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {`${stageCount} open ${stageCount === 1 ? 'stage' : 'stages'}`}\n              </Typography>\n            </Stack>\n            {pipeline.isDefault && !isPipelineArchived(pipeline) ? (\n              <Chip size=\"small\" color=\"primary\" variant=\"outlined\" label=\"Default\" />\n            ) : null}\n            {isPipelineArchived(pipeline) ? <Chip size=\"small\" label=\"Archived\" /> : null}\n            <RowActionsMenu items={actionsFor(pipeline)} label={pipeline.name} />\n          </>\n        )}\n      </Stack>\n    )\n  }\n\n  return (\n    <>\n      <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"sm\">\n        <DialogTitle>{'Pipelines'}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1} sx={{ pt: 1 }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'A pipeline is one way your business sells — its own stages, its own board. ' +\n                'New deals land in the default pipeline unless the drawer picks another.'}\n            </Typography>\n            {active.length ? (\n              active.map(row)\n            ) : (\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {'No active pipeline. Create one below.'}\n              </Typography>\n            )}\n            {archived.length ? (\n              <>\n                <Divider sx={{ my: 1 }} />\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {'Archived — kept so closed deals still show their stages'}\n                </Typography>\n                {archived.map(row)}\n              </>\n            ) : null}\n            <Divider sx={{ my: 1 }} />\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n              <TextField\n                size=\"small\"\n                label=\"New pipeline\"\n                placeholder=\"Renewals\"\n                value={newName}\n                onChange={(event) => setNewName(event.target.value)}\n                onKeyDown={(event) => {\n                  if (event.key !== 'Enter' || !newName.trim() || newProblem) return\n                  event.preventDefault()\n                  void handleCreate()\n                }}\n                error={Boolean(newProblem)}\n                helperText={newProblem ?? 'Starts with the default stages, which you can then edit.'}\n                sx={{ flex: 1 }}\n                slotProps={{ htmlInput: { maxLength: PIPELINE_NAME_MAX } }}\n              />\n              <Button\n                variant=\"contained\"\n                disabled={busy !== null || !newName.trim() || Boolean(newProblem) || !user?.uid}\n                onClick={() => void handleCreate()}\n                sx={{ mt: 0.25 }}\n              >\n                {'Create'}\n              </Button>\n            </Stack>\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={onClose} disabled={busy !== null}>\n            {'Done'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n      <PipelineStagesDialog\n        open={Boolean(stagesPipeline)}\n        onClose={() => setEditingStages(null)}\n        orgId={orgId}\n        pipeline={stagesPipeline}\n        fromCache={fromCache}\n        unreadable={unreadable}\n        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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/pipelines-dialog.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 { CrmExportButton } from './crm-transfer-buttons'\nimport { CRM_PIPELINES_RESOURCE } from '../transfer/fields'\nimport { CRM_COLLECTIONS, isPipelineArchived } from '@aglyn/aglyn'\nimport {\n  mdiArchiveArrowDownOutline,\n  mdiArchiveArrowUpOutline,\n  mdiFormatListBulleted,\n  mdiPencilOutline,\n  mdiStarOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport {\n  activePipelines,\n  newPipelineDocument,\n  PIPELINE_NAME_MAX,\n  type PipelineDoc,\n  pipelineArchiveRefusal,\n  pipelineNameProblem,\n  sortedStages,\n} from '../model/deal-board-model'\nimport { PipelineStagesDialog } from './pipeline-stages-dialog'\n\nexport interface PipelinesDialogProps {\n  open: boolean\n  onClose: () => void\n  orgId: string\n  /**\n   * The site this console is viewed from — provenance on a pipeline created\n   * here — or at the organization level the site the reader picked, `null`\n   * until they have (AGL-2630): a pipeline made there is the org's.\n   */\n  hostId: string | null\n  /** Every pipeline the viewer may read, archived ones included. */\n  pipelines: PipelineDoc[]\n  /** The listener's verdict on the rows, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n  /** The scope tokens the open-deal count is filtered by — the viewer's own. */\n  visibleToTokens: readonly string[]\n  /** What a pipeline created here is stamped with. */\n  createTokens: readonly string[]\n}\n\n/**\n * The org's pipelines (AGL-2620): list, create, rename, set as default,\n * archive, and a door into each one's stages.\n *\n * ## Org documents, scoped like every CRM row\n *\n * A pipeline lives at `orgs/{orgId}/pipelines` and is stamped with the same\n * scope tokens a contact captured on this site would carry, so an agency's\n * client sees its own pipelines and the org-wide ones — the same rule the\n * board reads by. Nothing here assumes one site: the tokens come in as\n * props from `useCrmScope`, and an org-level mount passes its own.\n *\n * ## What each verb writes\n *\n * - **New pipeline** — one `addDoc` of `newPipelineDocument`: a COPY of the\n *   default stages, not the default, active. The field sits UNDER the list.\n * - **Rename** — `name` on the one document, refused when an active\n *   pipeline already has the name (`pipelineNameProblem`).\n * - **Set as default** — one batch: the flag on, and off on every other\n *   document that had it. A batch rather than two updates because two\n *   defaults for the length of a network round trip is a board that opens\n *   on either.\n * - **Archive** — `archivedAt: now`, after the server has counted the\n *   pipeline's OPEN deals and `pipelineArchiveRefusal` has agreed; the\n *   count is taken at the click because a deal can be created into the\n *   pipeline from another tab meanwhile. The default pipeline and the last\n *   active one refuse. **Restore** clears the stamp.\n * - **Edit stages** — opens the stages dialog for that pipeline, unchanged.\n */\nexport function PipelinesDialog(props: PipelinesDialogProps) {\n  const {\n    open,\n    onClose,\n    orgId,\n    hostId,\n    pipelines,\n    fromCache,\n    unreadable,\n    visibleToTokens,\n    createTokens,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const [busy, setBusy] = useState<string | null>(null)\n  const [newName, setNewName] = useState('')\n  const [renaming, setRenaming] = useState<{ id: string; name: string } | null>(null)\n  const [editingStages, setEditingStages] = useState<string | null>(null)\n\n  useEffect(() => {\n    if (!open) return\n    setNewName('')\n    setRenaming(null)\n    setEditingStages(null)\n  }, [open])\n\n  const pipelineRef = useCallback(\n    (id: string) => doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, id),\n    [firestore, orgId],\n  )\n\n  /** One guarded write, reported as a snackbar either way. */\n  const run = useCallback(\n    async (key: string, write: () => Promise<void>, done: string) => {\n      setBusy(key)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'pipeline', unreadable, fromCache },\n          write,\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(null)\n      }\n    },\n    [unreadable, fromCache, enqueueSnackbar],\n  )\n\n  const newProblem = newName.trim() ? pipelineNameProblem(newName, pipelines) : null\n  const handleCreate = useCallback(async () => {\n    if (!user?.uid || newProblem || !newName.trim()) return\n    const ok = await run(\n      'create',\n      async () => {\n        await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines),\n          newPipelineDocument(newName, {\n            visibleTo: createTokens,\n            hostId,\n            uid: user.uid,\n            nowMs: Date.now(),\n          }),\n        )\n      },\n      'Pipeline created',\n    )\n    if (ok) setNewName('')\n  }, [user, newProblem, newName, run, firestore, orgId, createTokens, hostId])\n\n  const handleRename = useCallback(async () => {\n    if (!renaming) return\n    const problem = pipelineNameProblem(renaming.name, pipelines, renaming.id)\n    if (problem) {\n      enqueueSnackbar(problem, { variant: 'warning', persist: false })\n      return\n    }\n    const ok = await run(\n      `rename:${renaming.id}`,\n      async () => {\n        await updateDoc(pipelineRef(renaming.id), {\n          name: renaming.name.trim().slice(0, PIPELINE_NAME_MAX),\n          updatedAt: new Date(),\n        })\n      },\n      'Pipeline renamed',\n    )\n    if (ok) setRenaming(null)\n  }, [renaming, pipelines, enqueueSnackbar, run, pipelineRef])\n\n  const handleSetDefault = useCallback(\n    (pipeline: PipelineDoc) =>\n      void run(\n        `default:${pipeline.$id}`,\n        async () => {\n          const batch = writeBatch(firestore)\n          const now = new Date()\n          for (const entry of pipelines) {\n            if (entry.$id === pipeline.$id) {\n              batch.update(pipelineRef(entry.$id), { isDefault: true, updatedAt: now })\n            } else if (entry.isDefault) {\n              batch.update(pipelineRef(entry.$id), { isDefault: false, updatedAt: now })\n            }\n          }\n          await batch.commit()\n        },\n        `${pipeline.name} is now the default pipeline`,\n      ),\n    [run, firestore, pipelines, pipelineRef],\n  )\n\n  const handleArchive = useCallback(\n    async (pipeline: PipelineDoc) => {\n      setBusy(`archive:${pipeline.$id}`)\n      let openDeals: number\n      try {\n        const snapshot = await getCountFromServer(\n          query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n            where('visibleTo', 'array-contains-any', [...visibleToTokens]),\n            where('pipelineId', '==', pipeline.$id),\n            where('status', '==', 'open'),\n          ),\n        )\n        openDeals = snapshot.data().count\n      } catch (error) {\n        console.error(error)\n        setBusy(null)\n        enqueueSnackbar('The open deals in this pipeline could not be counted, so it stays.', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        return\n      }\n      const refusal = pipelineArchiveRefusal(pipeline, pipelines, openDeals)\n      if (refusal) {\n        setBusy(null)\n        enqueueSnackbar(refusal, { variant: 'warning', persist: false })\n        return\n      }\n      await run(\n        `archive:${pipeline.$id}`,\n        async () => {\n          await updateDoc(pipelineRef(pipeline.$id), {\n            archivedAt: Date.now(),\n            isDefault: false,\n            updatedAt: new Date(),\n          })\n        },\n        `${pipeline.name} archived`,\n      )\n    },\n    [firestore, orgId, visibleToTokens, pipelines, run, pipelineRef, enqueueSnackbar],\n  )\n\n  const handleRestore = useCallback(\n    (pipeline: PipelineDoc) => {\n      const problem = pipelineNameProblem(pipeline.name, pipelines, pipeline.$id)\n      if (problem) {\n        enqueueSnackbar(`${problem} Rename it after restoring, or rename the other one first.`, {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\n      void run(\n        `restore:${pipeline.$id}`,\n        async () => {\n          await updateDoc(pipelineRef(pipeline.$id), { archivedAt: null, updatedAt: new Date() })\n        },\n        `${pipeline.name} restored`,\n      )\n    },\n    [pipelines, enqueueSnackbar, run, pipelineRef],\n  )\n\n  const actionsFor = (pipeline: PipelineDoc): RowActionsMenuItem[] => {\n    const archived = isPipelineArchived(pipeline)\n    const working = busy !== null\n    return archived\n      ? [\n          {\n            key: 'restore',\n            label: 'Restore',\n            icon: <MdiIcon path={mdiArchiveArrowUpOutline.path} size={0.8} />,\n            disabled: working,\n            onClick: () => handleRestore(pipeline),\n          },\n        ]\n      : [\n          {\n            key: 'stages',\n            label: 'Edit stages',\n            icon: <MdiIcon path={mdiFormatListBulleted.path} size={0.8} />,\n            disabled: working,\n            onClick: () => setEditingStages(pipeline.$id),\n          },\n          {\n            key: 'rename',\n            label: 'Rename',\n            icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n            disabled: working,\n            onClick: () => setRenaming({ id: pipeline.$id, name: pipeline.name }),\n          },\n          {\n            key: 'default',\n            label: 'Set as default',\n            icon: <MdiIcon path={mdiStarOutline.path} size={0.8} />,\n            disabled: working || Boolean(pipeline.isDefault),\n            disabledReason: pipeline.isDefault ? 'Already the default' : undefined,\n            onClick: () => handleSetDefault(pipeline),\n          },\n          {\n            key: 'archive',\n            label: 'Archive',\n            icon: <MdiIcon path={mdiArchiveArrowDownOutline.path} size={0.8} />,\n            disabled: working,\n            destructive: true,\n            onClick: () => void handleArchive(pipeline),\n          },\n        ]\n  }\n\n  const active = activePipelines(pipelines)\n  const archived = pipelines.filter((pipeline) => isPipelineArchived(pipeline))\n  const stagesPipeline = editingStages\n    ? (pipelines.find((pipeline) => pipeline.$id === editingStages) ?? null)\n    : null\n\n  const row = (pipeline: PipelineDoc) => {\n    const stageCount = sortedStages(pipeline).filter((stage) => stage.kind === 'open').length\n    const isRenaming = renaming?.id === pipeline.$id\n    return (\n      <Stack\n        key={pipeline.$id}\n        direction=\"row\"\n        spacing={1}\n        sx={{ alignItems: 'center', py: 0.5 }}\n        data-pipeline-id={pipeline.$id}\n      >\n        {isRenaming ? (\n          <>\n            <TextField\n              size=\"small\"\n              label=\"Name\"\n              value={renaming.name}\n              autoFocus\n              onChange={(event) => setRenaming({ id: pipeline.$id, name: event.target.value })}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') {\n                  event.preventDefault()\n                  void handleRename()\n                }\n                if (event.key === 'Escape') setRenaming(null)\n              }}\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { maxLength: PIPELINE_NAME_MAX } }}\n            />\n            <Button size=\"small\" onClick={() => setRenaming(null)} disabled={busy !== null}>\n              {'Cancel'}\n            </Button>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              disabled={busy !== null || !renaming.name.trim()}\n              onClick={() => void handleRename()}\n            >\n              {'Save'}\n            </Button>\n          </>\n        ) : (\n          <>\n            <Stack sx={{ flex: 1, minWidth: 0, lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" noWrap>\n                {pipeline.name || 'Untitled pipeline'}\n              </Typography>\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {`${stageCount} open ${stageCount === 1 ? 'stage' : 'stages'}`}\n              </Typography>\n            </Stack>\n            {pipeline.isDefault && !isPipelineArchived(pipeline) ? (\n              <Chip size=\"small\" color=\"primary\" variant=\"outlined\" label=\"Default\" />\n            ) : null}\n            {isPipelineArchived(pipeline) ? <Chip size=\"small\" label=\"Archived\" /> : null}\n            <RowActionsMenu items={actionsFor(pipeline)} label={pipeline.name} />\n          </>\n        )}\n      </Stack>\n    )\n  }\n\n  return (\n    <>\n      <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"sm\">\n        <DialogTitle>{'Pipelines'}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1} sx={{ pt: 1 }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'A pipeline is one way your business sells — its own stages, its own board. ' +\n                'New deals land in the default pipeline unless the drawer picks another.'}\n            </Typography>\n            {active.length ? (\n              active.map(row)\n            ) : (\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {'No active pipeline. Create one below.'}\n              </Typography>\n            )}\n            {archived.length ? (\n              <>\n                <Divider sx={{ my: 1 }} />\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {'Archived — kept so closed deals still show their stages'}\n                </Typography>\n                {archived.map(row)}\n              </>\n            ) : null}\n            <Divider sx={{ my: 1 }} />\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n              <TextField\n                size=\"small\"\n                label=\"New pipeline\"\n                placeholder=\"Renewals\"\n                value={newName}\n                onChange={(event) => setNewName(event.target.value)}\n                onKeyDown={(event) => {\n                  if (event.key !== 'Enter' || !newName.trim() || newProblem) return\n                  event.preventDefault()\n                  void handleCreate()\n                }}\n                error={Boolean(newProblem)}\n                helperText={newProblem ?? 'Starts with the default stages, which you can then edit.'}\n                sx={{ flex: 1 }}\n                slotProps={{ htmlInput: { maxLength: PIPELINE_NAME_MAX } }}\n              />\n              <Button\n                variant=\"contained\"\n                disabled={busy !== null || !newName.trim() || Boolean(newProblem) || !user?.uid}\n                onClick={() => void handleCreate()}\n                sx={{ mt: 0.25 }}\n              >\n                {'Create'}\n              </Button>\n            </Stack>\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          {/* Every pipeline with its stages, as a file (AGL-3528). */}\n          <CrmExportButton resource={CRM_PIPELINES_RESOURCE} hostId={hostId} label=\"Export pipelines…\" />\n          <Button onClick={onClose} disabled={busy !== null}>\n            {'Done'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n      <PipelineStagesDialog\n        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package/src/lib/components/recent-activity-feed.js

@@ -14,10 +14,12 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ 'use client';
-import { jsx as _jsx } from "react/jsx-runtime";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { CrmExportButton } from "./crm-transfer-buttons.js";
+import { CRM_ACTIVITIES_RESOURCE } from "../transfer/fields.js";
 import * as Aglyn from "@aglyn/aglyn";
 import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
-import { Typography } from "@mui/material";
+import { Stack, Typography } from "@mui/material";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { crmRoutes } from "../model/crm-routes.js";
 import { ActivityList } from "./activity-list.js";
@@ -101,9 +103,22 @@ import { TimelineExpandAllButton, useTimelineExpansion } from "./activity-timeli
         contentGutterX: true,
         contentGutterY: true,
         HeaderProps: {
-            action: /*#__PURE__*/ _jsx(TimelineExpandAllButton, {
-                expansion: expansion,
-                disabled: !activities.rows.length
+            action: /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                sx: {
+                    alignItems: 'center'
+                },
+                children: [
+                    /*#__PURE__*/ _jsx(CrmExportButton, {
+                        resource: CRM_ACTIVITIES_RESOURCE,
+                        hostId: hostId
+                    }),
+                    /*#__PURE__*/ _jsx(TimelineExpandAllButton, {
+                        expansion: expansion,
+                        disabled: !activities.rows.length
+                    })
+                ]
             })
         },
         children: activities.status === 'error' ? /*#__PURE__*/ _jsx(Typography, {

package/src/lib/components/recent-activity-feed.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recent-activity-feed.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 * as Aglyn from '@aglyn/aglyn'\nimport type { CrmActivityRow } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Typography } from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityList } from './activity-list'\nimport {\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\nimport { TimelineExpandAllButton, useTimelineExpansion } from './activity-timeline'\n\n/** How the record an activity is about reads in the feed. */\nconst RECORD_LABELS = {\n  contact: 'Contact',\n  deal: 'Deal',\n  company: 'Company',\n  lead: 'Lead',\n} as const\n\n/** One page of the feed, and the step its listener widens by — a glance, not a log. */\nexport const RECENT_ACTIVITY_LIMIT = 10\n\n/** The empty link: nothing to render, the query returns nothing. */\nconst NO_RECORD = Object.freeze({})\n\nexport interface RecentActivityFeedProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n  /** A page of the feed, and how far its listener widens when a page is turned past it. */\n  limit?: number\n  /**\n   * The hub's mount path, for the link each row carries to its record. The\n   * shell supplies it on every hub page; a mount without one draws the\n   * record's label with no link rather than a link into nowhere.\n   */\n  basePath?: string\n}\n\n/**\n * The newest logged activity across the CRM (AGL-2600): the last few calls,\n * emails, meetings and notes anyone on the team filed against any record,\n * each linking to the record it is about.\n *\n * The contacts landing shows it as a card of its own under the list card,\n * so that opening the CRM answers \"what has the team been doing\" before\n * anybody opens a record, without the list running on into it. One bounded\n * listener on `(visibleTo, atMs DESC)` — the index that exists for exactly\n * this query — filtered to what this reader may see, the same predicate the\n * rules evaluate. It reads one page, `limit`, and widens by a page only\n * when the reader turns to the next one.\n *\n * Every row is collapsed to its kind, its heading, who and when, and opens\n * in place to the body; **Expand all** in the card header opens them all.\n *\n * A row links to its CONTACT when it has one, else its deal, else its\n * company — `crmActivityRecordLink`'s precedence — through `crmRoutes`, so\n * the address it builds is the one the hub resolves. Nothing is looked up\n * to name the record: a name per row would be a document read per row of a\n * feed drawn on every visit to the list, and the record's page names itself.\n */\nexport function RecentActivityFeed(props: RecentActivityFeedProps) {\n  const { hostId, org, limit = RECENT_ACTIVITY_LIMIT, basePath } = props\n  const scope = useActivityScope(hostId, org)\n  const activities = useActivityWindow(scope, NO_RECORD, limit)\n  const expansion = useTimelineExpansion()\n  /*\n   * Whether the feed has ever had a row. 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(\n        <Typography variant=\"caption\">\n          <AppLink href={href}>{label}</AppLink>\n        </Typography>\n      ) : (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {label}\n        </Typography>\n      )\n    },\n    [routes],\n  )\n\n  // Nothing to show and nothing to say: a landing with no activity yet\n  // should not carry an empty heading for a feature the reader has not\n  // used, and the record pages are where the \"log one\" affordance lives.\n  if (activities.status !== 'error' && !activities.rows.length && !seen) return null\n\n  return (\n    <CardDisplay\n      header={'Recent activity'}\n      help={Aglyn.pluginDocsHelp('contactActivities', { anchor: '#the-recent-activity-feed' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <TimelineExpandAllButton\n            expansion={expansion}\n            disabled={!activities.rows.length}\n          />\n        ),\n      }}\n    >\n      {activities.status === 'error' ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recent-activity-feed.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 { CrmExportButton } from './crm-transfer-buttons'\nimport { CRM_ACTIVITIES_RESOURCE } from '../transfer/fields'\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmActivityRow } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Stack, Typography } from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityList } from './activity-list'\nimport {\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\nimport { TimelineExpandAllButton, useTimelineExpansion } from './activity-timeline'\n\n/** How the record an activity is about reads in the feed. */\nconst RECORD_LABELS = {\n  contact: 'Contact',\n  deal: 'Deal',\n  company: 'Company',\n  lead: 'Lead',\n} as const\n\n/** One page of the feed, and the step its listener widens by — a glance, not a log. */\nexport const RECENT_ACTIVITY_LIMIT = 10\n\n/** The empty link: nothing to render, the query returns nothing. */\nconst NO_RECORD = Object.freeze({})\n\nexport interface RecentActivityFeedProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n  /** A page of the feed, and how far its listener widens when a page is turned past it. */\n  limit?: number\n  /**\n   * The hub's mount path, for the link each row carries to its record. The\n   * shell supplies it on every hub page; a mount without one draws the\n   * record's label with no link rather than a link into nowhere.\n   */\n  basePath?: string\n}\n\n/**\n * The newest logged activity across the CRM (AGL-2600): the last few calls,\n * emails, meetings and notes anyone on the team filed against any record,\n * each linking to the record it is about.\n *\n * The contacts landing shows it as a card of its own under the list card,\n * so that opening the CRM answers \"what has the team been doing\" before\n * anybody opens a record, without the list running on into it. One bounded\n * listener on `(visibleTo, atMs DESC)` — the index that exists for exactly\n * this query — filtered to what this reader may see, the same predicate the\n * rules evaluate. It reads one page, `limit`, and widens by a page only\n * when the reader turns to the next one.\n *\n * Every row is collapsed to its kind, its heading, who and when, and opens\n * in place to the body; **Expand all** in the card header opens them all.\n *\n * A row links to its CONTACT when it has one, else its deal, else its\n * company — `crmActivityRecordLink`'s precedence — through `crmRoutes`, so\n * the address it builds is the one the hub resolves. Nothing is looked up\n * to name the record: a name per row would be a document read per row of a\n * feed drawn on every visit to the list, and the record's page names itself.\n */\nexport function RecentActivityFeed(props: RecentActivityFeedProps) {\n  const { hostId, org, limit = RECENT_ACTIVITY_LIMIT, basePath } = props\n  const scope = useActivityScope(hostId, org)\n  const activities = useActivityWindow(scope, NO_RECORD, limit)\n  const expansion = useTimelineExpansion()\n  /*\n   * Whether the feed has ever had a row. 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(\n        <Typography variant=\"caption\">\n          <AppLink href={href}>{label}</AppLink>\n        </Typography>\n      ) : (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {label}\n        </Typography>\n      )\n    },\n    [routes],\n  )\n\n  // Nothing to show and nothing to say: a landing with no activity yet\n  // should not carry an empty heading for a feature the reader has not\n  // used, and the record pages are where the \"log one\" affordance lives.\n  if (activities.status !== 'error' && !activities.rows.length && !seen) return null\n\n  return (\n    <CardDisplay\n      header={'Recent activity'}\n      help={Aglyn.pluginDocsHelp('contactActivities', { anchor: '#the-recent-activity-feed' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            {/* Every logged activity, as a file (AGL-3528). */}\n            <CrmExportButton resource={CRM_ACTIVITIES_RESOURCE} hostId={hostId} />\n            <TimelineExpandAllButton\n              expansion={expansion}\n              disabled={!activities.rows.length}\n            />\n          </Stack>\n        ),\n      }}\n    >\n      {activities.status === 'error' ? 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