@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.223

package/src/lib/components/deal-contact-roles-card.js

@@ -0,0 +1,368 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { CRM_COLLECTIONS, dealContactRolesOf, dealContactRolesWithout, dealContactRolesWithPrimary, pluginDocsHelp } from "@aglyn/aglyn";
+import { mdiAccountPlusOutline, mdiAccountRemoveOutline } from "@aglyn/shared-data-mdi";
+import { AppLink, CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
+import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { Box, Button, Checkbox, Chip, Dialog, DialogActions, DialogContent, DialogTitle, FormControlLabel, IconButton, Stack, Tooltip, Typography } from "@mui/material";
+import { deleteField, doc, updateDoc } from "firebase/firestore";
+import { useCallback, useMemo, useState } from "react";
+import { useCrmPicklist } from "../hooks/use-crm-picklist.js";
+import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
+import { dealContactRoleAddProblem, dealContactRolesAdded, dealContactRolesSave, dealContactRolesWithRole } from "../model/deal-contact-roles.js";
+import CrmRecordPicker from "./crm-record-picker.js";
+import { CrmPicklistSelect } from "./picklist-select.js";
+/**
+ * Salesforce's Opportunity Contact Roles on a deal's page (AGL-3521): the
+ * people on the deal, the part each plays, and which one is Primary.
+ *
+ * Every edit is one client-direct write of the whole list beside the
+ * `contactId` its Primary names — the field every reader that came before
+ * roles still reads — and the list fields a contact's page finds the deal
+ * by. A role is one of the org's `opportunityContactRole` values, kept on
+ * the Deals tab of Fields; a contact keeps the role it holds even once that
+ * value is deactivated. Adding opens a dialog rather than a row of fields
+ * above the list.
+ */ export function DealContactRolesCard(props) {
+    var _ref;
+    var _scope_consentGroup;
+    const { deal, hostId, org, routes, fromCache, unreadable } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const scope = useCrmScope({
+        hostId,
+        org
+    });
+    const groupId = (_ref = (_scope_consentGroup = scope.consentGroup) == null ? void 0 : _scope_consentGroup.groupId) != null ? _ref : null;
+    const roles = useMemo(()=>dealContactRolesOf(deal), [
+        deal
+    ]);
+    const roleList = useCrmPicklist('opportunityContactRole', scope.orgId);
+    const nameOf = useCrmRecordNames({
+        orgId: scope.orgId,
+        groupId,
+        org: org != null ? org : null,
+        records: roles.map((row)=>({
+                kind: 'contact',
+                id: row.contactId
+            }))
+    });
+    const [busy, setBusy] = useState(false);
+    const [adding, setAdding] = useState(false);
+    /** The one write: the list, its Primary as `contactId`, and the list fields. */ const save = useCallback(async (next, done)=>{
+        var _verdict_contactId;
+        if (!scope.orgId) return false;
+        const verdict = dealContactRolesSave(deal, next, roleList.picklist);
+        if (verdict.ok === false) {
+            enqueueSnackbar(verdict.error, {
+                variant: 'warning',
+                persist: false
+            });
+            return false;
+        }
+        const primaryName = verdict.contactId ? nameOf('contact', verdict.contactId) : undefined;
+        const patch = _extends({
+            contactRoles: verdict.contactRoles,
+            contactId: (_verdict_contactId = verdict.contactId) != null ? _verdict_contactId : deleteField()
+        }, verdict.primaryChanged ? {
+            contactName: primaryName || deleteField()
+        } : {});
+        setBusy(true);
+        try {
+            const written = await writeGuardedBySeed({
+                subject: 'deal',
+                unreadable,
+                fromCache
+            }, async ()=>{
+                await updateDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id), _extends({}, patch, crmClientListFields('deals', deal, patch, CRM_DEAL_CONTACT_ROLE_LIST_FIELDS), {
+                    updatedAt: new Date()
+                }));
+            });
+            if (!written.ok) {
+                enqueueSnackbar(written.message, {
+                    variant: 'warning',
+                    persist: false
+                });
+                return false;
+            }
+            enqueueSnackbar(done, {
+                variant: 'success',
+                persist: false
+            });
+            return true;
+        } catch (error) {
+            console.error(error);
+            enqueueSnackbar('An error has occurred', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+            return false;
+        } finally{
+            setBusy(false);
+        }
+    }, [
+        scope.orgId,
+        deal,
+        roleList.picklist,
+        nameOf,
+        unreadable,
+        fromCache,
+        firestore,
+        enqueueSnackbar
+    ]);
+    const addButton = (variant)=>/*#__PURE__*/ _jsx(Button, {
+            size: "small",
+            variant: variant,
+            startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+                path: mdiAccountPlusOutline.path,
+                size: 0.8
+            }),
+            disabled: busy || !scope.orgId,
+            onClick: ()=>setAdding(true),
+            children: 'Add contact'
+        });
+    return /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            /*#__PURE__*/ _jsx(CardDisplay, {
+                header: 'Contact roles',
+                help: pluginDocsHelp('deals', {
+                    anchor: '#contact-roles'
+                }),
+                HeaderProps: {
+                    action: addButton('text')
+                },
+                contentGutterX: true,
+                contentGutterY: true,
+                children: roles.length === 0 ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
+                    compact: true,
+                    label: 'No contacts on this deal',
+                    description: 'Name the people on the deal and the part each plays — one of them Primary.',
+                    action: addButton('contained')
+                }) : /*#__PURE__*/ _jsx(Stack, {
+                    spacing: 1.5,
+                    children: roles.map((row)=>{
+                        var _row_role;
+                        const name = nameOf('contact', row.contactId) || row.contactId;
+                        return /*#__PURE__*/ _jsxs(Stack, {
+                            direction: {
+                                xs: 'column',
+                                sm: 'row'
+                            },
+                            spacing: 1,
+                            sx: {
+                                alignItems: {
+                                    sm: 'center'
+                                }
+                            },
+                            children: [
+                                /*#__PURE__*/ _jsxs(Stack, {
+                                    direction: "row",
+                                    spacing: 1,
+                                    sx: {
+                                        flex: 1,
+                                        minWidth: 0,
+                                        alignItems: 'center'
+                                    },
+                                    children: [
+                                        /*#__PURE__*/ _jsx(Typography, {
+                                            variant: "body2",
+                                            noWrap: true,
+                                            children: /*#__PURE__*/ _jsx(AppLink, {
+                                                href: routes.contact(row.contactId),
+                                                children: name
+                                            })
+                                        }),
+                                        row.primary ? /*#__PURE__*/ _jsx(Chip, {
+                                            size: "small",
+                                            color: "primary",
+                                            label: "Primary"
+                                        }) : null
+                                    ]
+                                }),
+                                /*#__PURE__*/ _jsx(Box, {
+                                    sx: {
+                                        width: {
+                                            xs: '100%',
+                                            sm: 220
+                                        }
+                                    },
+                                    children: /*#__PURE__*/ _jsx(CrmPicklistSelect, {
+                                        picklistId: "opportunityContactRole",
+                                        picklist: roleList.picklist,
+                                        label: "Role",
+                                        value: (_row_role = row.role) != null ? _row_role : '',
+                                        stored: row.role,
+                                        disabled: busy,
+                                        onChange: (role)=>void save(dealContactRolesWithRole(roles, row.contactId, role), 'Role saved')
+                                    })
+                                }),
+                                /*#__PURE__*/ _jsxs(Stack, {
+                                    direction: "row",
+                                    spacing: 0.5,
+                                    sx: {
+                                        alignItems: 'center'
+                                    },
+                                    children: [
+                                        row.primary ? null : /*#__PURE__*/ _jsx(Button, {
+                                            size: "small",
+                                            disabled: busy,
+                                            onClick: ()=>void save(dealContactRolesWithPrimary(roles, row.contactId), 'Primary contact set'),
+                                            children: 'Make primary'
+                                        }),
+                                        /*#__PURE__*/ _jsx(Tooltip, {
+                                            title: `Remove ${name} from this deal`,
+                                            children: /*#__PURE__*/ _jsx("span", {
+                                                children: /*#__PURE__*/ _jsx(IconButton, {
+                                                    size: "small",
+                                                    "aria-label": `Remove ${name} from this deal`,
+                                                    disabled: busy,
+                                                    onClick: ()=>void save(dealContactRolesWithout(roles, row.contactId), 'Contact removed'),
+                                                    children: /*#__PURE__*/ _jsx(MdiIcon, {
+                                                        path: mdiAccountRemoveOutline.path,
+                                                        size: 0.8
+                                                    })
+                                                })
+                                            })
+                                        })
+                                    ]
+                                })
+                            ]
+                        }, row.contactId);
+                    })
+                })
+            }),
+            /*#__PURE__*/ _jsx(AddContactRoleDialog, {
+                open: adding,
+                busy: busy,
+                roles: roles,
+                hostId: hostId,
+                org: org,
+                picklist: roleList.picklist,
+                onClose: ()=>setAdding(false),
+                onAdd: async (added)=>{
+                    const ok = await save(dealContactRolesAdded(roles, added), 'Contact added');
+                    if (ok) setAdding(false);
+                    return ok;
+                }
+            })
+        ]
+    });
+}
+DealContactRolesCard.displayName = 'DealContactRolesCard';
+/** Pick a contact, the part they play, and whether they are the Primary. */ function AddContactRoleDialog(props) {
+    var _ref;
+    var _scope_consentGroup;
+    const { open, busy, roles, hostId, org, picklist, onClose, onAdd } = props;
+    const scope = useCrmScope({
+        hostId,
+        org
+    });
+    const [contactId, setContactId] = useState(null);
+    const [role, setRole] = useState('');
+    // The first contact on a deal is always its Primary; later ones when ticked.
+    const [primary, setPrimary] = useState(false);
+    const problem = contactId ? dealContactRoleAddProblem(roles, contactId) : null;
+    const reset = ()=>{
+        setContactId(null);
+        setRole('');
+        setPrimary(false);
+    };
+    const close = ()=>{
+        reset();
+        onClose();
+    };
+    return /*#__PURE__*/ _jsxs(Dialog, {
+        open: open,
+        onClose: busy ? undefined : close,
+        fullWidth: true,
+        maxWidth: "xs",
+        children: [
+            /*#__PURE__*/ _jsx(DialogTitle, {
+                children: 'Add a contact to this deal'
+            }),
+            /*#__PURE__*/ _jsx(DialogContent, {
+                children: /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 2,
+                    sx: {
+                        pt: 1
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(CrmRecordPicker, {
+                            kind: "contact",
+                            scope: scope.scope,
+                            readTokens: scope.visibleTo,
+                            groupId: (_ref = (_scope_consentGroup = scope.consentGroup) == null ? void 0 : _scope_consentGroup.groupId) != null ? _ref : null,
+                            org: org != null ? org : null,
+                            value: contactId,
+                            onChange: setContactId,
+                            disabled: busy,
+                            helperText: problem != null ? problem : undefined
+                        }),
+                        /*#__PURE__*/ _jsx(CrmPicklistSelect, {
+                            picklistId: "opportunityContactRole",
+                            picklist: picklist,
+                            label: "Role",
+                            value: role,
+                            onChange: setRole,
+                            disabled: busy
+                        }),
+                        /*#__PURE__*/ _jsx(FormControlLabel, {
+                            control: /*#__PURE__*/ _jsx(Checkbox, {
+                                checked: primary || roles.length === 0,
+                                disabled: busy || roles.length === 0,
+                                onChange: (event)=>setPrimary(event.target.checked)
+                            }),
+                            label: "Primary contact"
+                        })
+                    ]
+                })
+            }),
+            /*#__PURE__*/ _jsxs(DialogActions, {
+                children: [
+                    /*#__PURE__*/ _jsx(Button, {
+                        onClick: close,
+                        disabled: busy,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        disabled: busy || !contactId || Boolean(problem),
+                        onClick: async ()=>{
+                            if (!contactId) return;
+                            const added = await onAdd({
+                                contactId,
+                                role: role || undefined,
+                                primary: primary || roles.length === 0
+                            });
+                            if (added) reset();
+                        },
+                        children: 'Add'
+                    })
+                ]
+            })
+        ]
+    });
+}
+export default DealContactRolesCard;
+
+//# sourceMappingURL=deal-contact-roles-card.js.map

package/src/lib/components/deal-contact-roles-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-contact-roles-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\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmDealContactRole,\n  dealContactRolesOf,\n  dealContactRolesWithout,\n  dealContactRolesWithPrimary,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiAccountPlusOutline, mdiAccountRemoveOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Box,\n  Button,\n  Checkbox,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControlLabel,\n  IconButton,\n  Stack,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, updateDoc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport type { DealDoc } from '../model/deal-board-model'\nimport {\n  dealContactRoleAddProblem,\n  dealContactRolesAdded,\n  dealContactRolesSave,\n  dealContactRolesWithRole,\n} from '../model/deal-contact-roles'\nimport CrmRecordPicker from './crm-record-picker'\nimport { CrmPicklistSelect } from './picklist-select'\n\nexport interface DealContactRolesCardProps {\n  deal: DealDoc\n  /** The site the page is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  routes: CrmRoutes\n  /** The listener's verdict on the deal, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * Salesforce's Opportunity Contact Roles on a deal's page (AGL-3521): the\n * people on the deal, the part each plays, and which one is Primary.\n *\n * Every edit is one client-direct write of the whole list beside the\n * `contactId` its Primary names — the field every reader that came before\n * roles still reads — and the list fields a contact's page finds the deal\n * by. A role is one of the org's `opportunityContactRole` values, kept on\n * the Deals tab of Fields; a contact keeps the role it holds even once that\n * value is deactivated. Adding opens a dialog rather than a row of fields\n * above the list.\n */\nexport function DealContactRolesCard(props: DealContactRolesCardProps) {\n  const { deal, hostId, org, routes, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const groupId = scope.consentGroup?.groupId ?? null\n  const roles = useMemo(() => dealContactRolesOf(deal), [deal])\n  const roleList = useCrmPicklist('opportunityContactRole', scope.orgId)\n  const nameOf = useCrmRecordNames({\n    orgId: scope.orgId,\n    groupId,\n    org: (org ?? null) as Record<string, unknown> | null,\n    records: roles.map((row) => ({ kind: 'contact' as const, id: row.contactId })),\n  })\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  /** The one write: the list, its Primary as `contactId`, and the list fields. */\n  const save = useCallback(\n    async (next: CrmDealContactRole[], done: string) => {\n      if (!scope.orgId) return false\n      const verdict = dealContactRolesSave(deal, next, roleList.picklist)\n      if (verdict.ok === false) {\n        enqueueSnackbar(verdict.error, { variant: 'warning', persist: false })\n        return false\n      }\n      const primaryName = verdict.contactId ? nameOf('contact', verdict.contactId) : undefined\n      const patch: Record<string, unknown> = {\n        contactRoles: verdict.contactRoles,\n        contactId: verdict.contactId ?? deleteField(),\n        // The name the drawer copies beside `contactId`, moved with the Primary.\n        ...(verdict.primaryChanged ? { contactName: primaryName || deleteField() } : {}),\n      }\n      setBusy(true)\n      try {\n        const written = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            await updateDoc(doc(firestore, 'orgs', scope.orgId as string, CRM_COLLECTIONS.deals, deal.$id), {\n              ...patch,\n              ...crmClientListFields(\n                'deals',\n                deal as unknown as Record<string, unknown>,\n                patch,\n                CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n              ),\n              updatedAt: new Date(),\n            })\n          },\n        )\n        if (!written.ok) {\n          enqueueSnackbar(written.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [scope.orgId, deal, roleList.picklist, nameOf, unreadable, fromCache, firestore, enqueueSnackbar],\n  )\n\n  const addButton = (variant: 'text' | 'contained') => (\n    <Button\n      size=\"small\"\n      variant={variant}\n      startIcon={<MdiIcon path={mdiAccountPlusOutline.path} size={0.8} />}\n      disabled={busy || !scope.orgId}\n      onClick={() => setAdding(true)}\n    >\n      {'Add contact'}\n    </Button>\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Contact roles'}\n        help={pluginDocsHelp('deals', { anchor: '#contact-roles' })}\n        HeaderProps={{ action: addButton('text') }}\n        contentGutterX\n        contentGutterY\n      >\n        {roles.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No contacts on this deal'}\n            description={'Name the people on the deal and the part each plays — one of them Primary.'}\n            action={addButton('contained')}\n          />\n        ) : (\n          <Stack spacing={1.5}>\n            {roles.map((row) => {\n              const name = nameOf('contact', row.contactId) || row.contactId\n              return (\n                <Stack\n                  key={row.contactId}\n                  direction={{ xs: 'column', sm: 'row' }}\n                  spacing={1}\n                  sx={{ alignItems: { sm: 'center' } }}\n                >\n                  <Stack direction=\"row\" spacing={1} sx={{ flex: 1, minWidth: 0, alignItems: 'center' }}>\n                    <Typography variant=\"body2\" noWrap>\n                      <AppLink href={routes.contact(row.contactId)}>{name}</AppLink>\n                    </Typography>\n                    {row.primary ? <Chip size=\"small\" color=\"primary\" label=\"Primary\" /> : null}\n                  </Stack>\n                  <Box sx={{ width: { xs: '100%', sm: 220 } }}>\n                    <CrmPicklistSelect\n                      picklistId=\"opportunityContactRole\"\n                      picklist={roleList.picklist}\n                      label=\"Role\"\n                      value={row.role ?? ''}\n                      stored={row.role}\n                      disabled={busy}\n                      onChange={(role) =>\n                        void save(dealContactRolesWithRole(roles, row.contactId, role), 'Role saved')\n                      }\n                    />\n                  </Box>\n                  <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center' }}>\n                    {row.primary ? null : (\n                      <Button\n                        size=\"small\"\n                        disabled={busy}\n                        onClick={() =>\n                          void save(dealContactRolesWithPrimary(roles, row.contactId), 'Primary contact set')\n                        }\n                      >\n                        {'Make primary'}\n                      </Button>\n                    )}\n                    <Tooltip title={`Remove ${name} from this deal`}>\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          aria-label={`Remove ${name} from this deal`}\n                          disabled={busy}\n                          onClick={() =>\n                            void save(dealContactRolesWithout(roles, row.contactId), 'Contact removed')\n                          }\n                        >\n                          <MdiIcon path={mdiAccountRemoveOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </Stack>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <AddContactRoleDialog\n        open={adding}\n        busy={busy}\n        roles={roles}\n        hostId={hostId}\n        org={org}\n        picklist={roleList.picklist}\n        onClose={() => setAdding(false)}\n        onAdd={async (added) => {\n          const ok = await save(dealContactRolesAdded(roles, added), 'Contact added')\n          if (ok) setAdding(false)\n          return ok\n        }}\n      />\n    </>\n  )\n}\nDealContactRolesCard.displayName = 'DealContactRolesCard'\n\ninterface AddContactRoleDialogProps {\n  open: boolean\n  busy: boolean\n  roles: readonly CrmDealContactRole[]\n  hostId: string | null\n  org: CrmOrgDoc\n  picklist: ReturnType<typeof useCrmPicklist>['picklist']\n  onClose: () => void\n  /** Answers whether the contact was added — the dialog keeps its picks when not. */\n  onAdd: (added: { contactId: string; role?: string; primary: boolean }) => Promise<boolean>\n}\n\n/** Pick a contact, the part they play, and whether they are the Primary. */\nfunction AddContactRoleDialog(props: AddContactRoleDialogProps) {\n  const { open, busy, roles, hostId, org, picklist, onClose, onAdd } = props\n  const scope = useCrmScope({ hostId, org })\n  const [contactId, setContactId] = useState<string | null>(null)\n  const [role, setRole] = useState('')\n  // The first contact on a deal is always its Primary; later ones when ticked.\n  const [primary, setPrimary] = useState(false)\n  const problem = contactId ? dealContactRoleAddProblem(roles, contactId) : null\n\n  const reset = () => {\n    setContactId(null)\n    setRole('')\n    setPrimary(false)\n  }\n  const close = () => {\n    reset()\n    onClose()\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : close} fullWidth maxWidth=\"xs\">\n      <DialogTitle>{'Add a contact to this deal'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          <CrmRecordPicker\n            kind=\"contact\"\n            scope={scope.scope}\n            readTokens={scope.visibleTo}\n            groupId={scope.consentGroup?.groupId ?? null}\n            org={(org ?? null) as Record<string, unknown> | null}\n            value={contactId}\n            onChange={setContactId}\n            disabled={busy}\n            helperText={problem ?? undefined}\n          />\n          <CrmPicklistSelect\n            picklistId=\"opportunityContactRole\"\n            picklist={picklist}\n            label=\"Role\"\n            value={role}\n            onChange={setRole}\n            disabled={busy}\n          />\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={primary || roles.length === 0}\n                disabled={busy || roles.length === 0}\n                onChange={(event) => setPrimary(event.target.checked)}\n              />\n            }\n            label=\"Primary contact\"\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={close} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          disabled={busy || !contactId || Boolean(problem)}\n          onClick={async () => {\n            if (!contactId) return\n            const added = await onAdd({\n              contactId,\n              role: role || undefined,\n              primary: primary || roles.length === 0,\n            })\n            if (added) reset()\n          }}\n        >\n          {'Add'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\n\nexport default DealContactRolesCard\n"],"names":["CRM_COLLECTIONS","dealContactRolesOf","dealContactRolesWithout","dealContactRolesWithPrimary","pluginDocsHelp","mdiAccountPlusOutline","mdiAccountRemoveOutline","AppLink","CardDisplay","MdiIcon","EmptyStateComponent","useSnackbar","useFirestore","writeGuardedBySeed","Box","Button","Checkbox","Chip","Dialog","DialogActions","DialogContent","DialogTitle","FormControlLabel","IconButton","Stack","Tooltip","Typography","deleteField","doc","updateDoc","useCallback","useMemo","useState","useCrmPicklist","useCrmRecordNames","useCrmScope","CRM_DEAL_CONTACT_ROLE_LIST_FIELDS","crmClientListFields","dealContactRoleAddProblem","dealContactRolesAdded","dealContactRolesSave","dealContactRolesWithRole","CrmRecordPicker","CrmPicklistSelect","DealContactRolesCard","props","scope","deal","hostId","org","routes","fromCache","unreadable","firestore","enqueueSnackbar","groupId","consentGroup","roles","roleList","orgId","nameOf","records","map","row","kind","id","contactId","busy","setBusy","adding","setAdding","save","next","done","verdict","picklist","ok","error","variant","persist","primaryName","undefined","patch","contactRoles","primaryChanged","contactName","written","subject","deals","$id","updatedAt","Date","message","console","allowDuplicate","addButton","size","startIcon","path","disabled","onClick","header","help","anchor","HeaderProps","action","contentGutterX","contentGutterY","length","compact","label","description","spacing","name","direction","xs","sm","sx","alignItems","flex","minWidth","noWrap","href","contact","primary","color","width","picklistId","value","role","stored","onChange","title","span","aria-label","AddContactRoleDialog","open","onClose","onAdd","added","displayName","setContactId","setRole","setPrimary","problem","reset","close","fullWidth","maxWidth","pt","readTokens","visibleTo","helperText","control","checked","event","target","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;AAEA,SACEA,eAAe,EAEfC,kBAAkB,EAClBC,uBAAuB,EACvBC,2BAA2B,EAC3BC,cAAc,QACT,eAAc;AACrB,SAASC,qBAAqB,EAAEC,uBAAuB,QAAQ,yBAAwB;AACvF,SAASC,OAAO,EAAEC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AACpE,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,EAAEC,kBAAkB,QAAQ,iCAAgC;AACjF,SACEC,GAAG,EACHC,MAAM,EACNC,QAAQ,EACRC,IAAI,EACJC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,WAAW,EACXC,gBAAgB,EAChBC,UAAU,EACVC,KAAK,EACLC,OAAO,EACPC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,GAAG,EAAEC,SAAS,QAAQ,qBAAoB;AAChE,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,cAAc,QAAQ,+BAA2B;AAC1D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAAyBC,WAAW,QAAQ,4BAAwB;AACpE,SAASC,iCAAiC,EAAEC,mBAAmB,QAAQ,6BAAyB;AAGhG,SACEC,yBAAyB,EACzBC,qBAAqB,EACrBC,oBAAoB,EACpBC,wBAAwB,QACnB,iCAA6B;AACpC,OAAOC,qBAAqB,yBAAqB;AACjD,SAASC,iBAAiB,QAAQ,uBAAmB;AAarD;;;;;;;;;;;CAWC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;;QAKnDC;IAJhB,MAAM,EAAEC,IAAI,EAAEC,MAAM,EAAEC,GAAG,EAAEC,MAAM,EAAEC,SAAS,EAAEC,UAAU,EAAE,GAAGP;IAC7D,MAAMQ,YAAYzC;IAClB,MAAM,EAAE0C,eAAe,EAAE,GAAG3C;IAC5B,MAAMmC,QAAQX,YAAY;QAAEa;QAAQC;IAAI;IACxC,MAAMM,mBAAUT,sBAAAA,MAAMU,YAAY,qBAAlBV,oBAAoBS,OAAO,mBAAI;IAC/C,MAAME,QAAQ1B,QAAQ,IAAM9B,mBAAmB8C,OAAO;QAACA;KAAK;IAC5D,MAAMW,WAAWzB,eAAe,0BAA0Ba,MAAMa,KAAK;IACrE,MAAMC,SAAS1B,kBAAkB;QAC/ByB,OAAOb,MAAMa,KAAK;QAClBJ;QACAN,GAAG,EAAGA,cAAAA,MAAO;QACbY,SAASJ,MAAMK,GAAG,CAAC,CAACC,MAAS,CAAA;gBAAEC,MAAM;gBAAoBC,IAAIF,IAAIG,SAAS;YAAC,CAAA;IAC7E;IACA,MAAM,CAACC,MAAMC,QAAQ,GAAGpC,SAAS;IACjC,MAAM,CAACqC,QAAQC,UAAU,GAAGtC,SAAS;IAErC,8EAA8E,GAC9E,MAAMuC,OAAOzC,YACX,OAAO0C,MAA4BC;YAUpBC;QATb,IAAI,CAAC5B,MAAMa,KAAK,EAAE,OAAO;QACzB,MAAMe,UAAUlC,qBAAqBO,MAAMyB,MAAMd,SAASiB,QAAQ;QAClE,IAAID,QAAQE,EAAE,KAAK,OAAO;YACxBtB,gBAAgBoB,QAAQG,KAAK,EAAE;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YACpE,OAAO;QACT;QACA,MAAMC,cAAcN,QAAQR,SAAS,GAAGN,OAAO,WAAWc,QAAQR,SAAS,IAAIe;QAC/E,MAAMC,QAAiC;YACrCC,cAAcT,QAAQS,YAAY;YAClCjB,SAAS,GAAEQ,qBAAAA,QAAQR,SAAS,YAAjBQ,qBAAqB/C;WAE5B+C,QAAQU,cAAc,GAAG;YAAEC,aAAaL,eAAerD;QAAc,IAAI,CAAC;QAEhFyC,QAAQ;QACR,IAAI;YACF,MAAMkB,UAAU,MAAMzE,mBACpB;gBAAE0E,SAAS;gBAAQnC;gBAAYD;YAAU,GACzC;gBACE,MAAMtB,UAAUD,IAAIyB,WAAW,QAAQP,MAAMa,KAAK,EAAY3D,gBAAgBwF,KAAK,EAAEzC,KAAK0C,GAAG,GAAG,aAC3FP,OACA7C,oBACD,SACAU,MACAmC,OACA9C;oBAEFsD,WAAW,IAAIC;;YAEnB;YAEF,IAAI,CAACL,QAAQV,EAAE,EAAE;gBACftB,gBAAgBgC,QAAQM,OAAO,EAAE;oBAAEd,SAAS;oBAAWC,SAAS;gBAAM;gBACtE,OAAO;YACT;YACAzB,gBAAgBmB,MAAM;gBAAEK,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOF,OAAO;YACdgB,QAAQhB,KAAK,CAACA;YACdvB,gBAAgB,yBAAyB;gBAAEwB,SAAS;gBAASgB,gBAAgB;YAAK;YAClF,OAAO;QACT,SAAU;YACR1B,QAAQ;QACV;IACF,GACA;QAACtB,MAAMa,KAAK;QAAEZ;QAAMW,SAASiB,QAAQ;QAAEf;QAAQR;QAAYD;QAAWE;QAAWC;KAAgB;IAGnG,MAAMyC,YAAY,CAACjB,wBACjB,KAAC/D;YACCiF,MAAK;YACLlB,SAASA;YACTmB,yBAAW,KAACxF;gBAAQyF,MAAM7F,sBAAsB6F,IAAI;gBAAEF,MAAM;;YAC5DG,UAAUhC,QAAQ,CAACrB,MAAMa,KAAK;YAC9ByC,SAAS,IAAM9B,UAAU;sBAExB;;IAIL,qBACE;;0BACE,KAAC9D;gBACC6F,QAAQ;gBACRC,MAAMlG,eAAe,SAAS;oBAAEmG,QAAQ;gBAAiB;gBACzDC,aAAa;oBAAEC,QAAQV,UAAU;gBAAQ;gBACzCW,cAAc;gBACdC,cAAc;0BAEblD,MAAMmD,MAAM,KAAK,kBAChB,KAAClG;oBACCmG,OAAO;oBACPC,OAAO;oBACPC,aAAa;oBACbN,QAAQV,UAAU;mCAGpB,KAACvE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package/src/lib/components/deal-detail-page.d.ts

@@ -3,8 +3,9 @@ import { type CrmDetailPageProps } from '../model/crm-routes';
  * `/crm/deals/{dealId}` — one deal (AGL-2598).
  *
  * The record behind a card: its stage and the controls that move it, what
- * it is worth and who it is with, the products behind the amount
- * (AGL-2620), and the tasks and activity filed against it. One live
+ * it is worth and who it is with — every contact on it and the part each
+ * plays (AGL-3521) — the products behind the amount (AGL-2620), and the
+ * tasks and activity filed against it. One live
  * document read; the pipeline and the roster are the same bounded reads
  * the board makes. Editing opens the same drawer the board creates with,
  * and deleting is the one destructive act here — confirmed, then a

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

@@ -40,8 +40,10 @@ import { RecordActivityCard } from "./record-activity-card.js";
 import { CrmShareChipView, RecordSharingCard } from "./record-sharing-card.js";
 import { crmShareChipFor } from "../model/crm-sharing.js";
 import { CrmSendEmailButton } from "./crm-send-email-button.js";
+import { DealContactRolesCard } from "./deal-contact-roles-card.js";
 import { DealEditDrawer } from "./deal-edit-drawer.js";
 import { DealProductsCard } from "./deal-products-card.js";
+import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
 import { DealPropertiesCard } from "./deal-properties-card.js";
 import { DealStageCard } from "./deal-stage-card.js";
 import RecordFilesCard from "./record-files-card.js";
@@ -50,16 +52,17 @@ import { RecordTasksCard } from "./record-tasks-card.js";
  * `/crm/deals/{dealId}` — one deal (AGL-2598).
  *
  * The record behind a card: its stage and the controls that move it, what
- * it is worth and who it is with, the products behind the amount
- * (AGL-2620), and the tasks and activity filed against it. One live
+ * it is worth and who it is with — every contact on it and the part each
+ * plays (AGL-3521) — the products behind the amount (AGL-2620), and the
+ * tasks and activity filed against it. One live
  * document read; the pipeline and the roster are the same bounded reads
  * the board makes. Editing opens the same drawer the board creates with,
  * and deleting is the one destructive act here — confirmed, then a
  * client-direct delete the rules allow the same people who could have
  * created it.
  */ export function DealDetailPage(props) {
-    var _ref, _ref1, _ref2, _ref3, _DEAL_STATUS_LABELS_deal_status, _ref4, _ref5;
-    var _scope_consentGroup, _scope_consentGroup1;
+    var _ref, _ref1, _ref2, _ref3, _DEAL_STATUS_LABELS_deal_status, _ref4, _ref5, _ref6;
+    var _scope_consentGroup, _campaigns_options_find, _scope_consentGroup1;
     const { id, basePath, hostId, org } = props;
     const routes = crmRoutes(basePath);
     const router = useRouter();
@@ -88,6 +91,13 @@ import { RecordTasksCard } from "./record-tasks-card.js";
     const [deleting, setDeleting] = useState(false);
     // The org's deal fields (AGL-2661), for the properties card's rows.
     const dealFields = useContactFieldDefinitions(scope.orgId, 'deal');
+    // The deal's campaign by name (AGL-3516), read only for a deal that names one.
+    const campaigns = useCrmCampaigns({
+        hostId,
+        orgId: scope.orgId
+    }, {
+        enabled: Boolean(deal == null ? void 0 : deal.campaignId)
+    });
     const notFound = scope.ready && (!scope.orgId || status !== 'loading' && !deal);
     const handleDelete = useCallback(async ()=>{
         if (!deal || !scope.orgId) return;
@@ -269,7 +279,8 @@ import { RecordTasksCard } from "./record-tasks-card.js";
                                             pipeline: pipeline,
                                             ownerLabel: roster.nameOf(deal.ownerUid),
                                             routes: routes,
-                                            customFields: dealFields.active
+                                            customFields: dealFields.active,
+                                            campaignName: deal.campaignId ? (_ref5 = (_campaigns_options_find = campaigns.options.find((option)=>option.value === deal.campaignId)) == null ? void 0 : _campaigns_options_find.label) != null ? _ref5 : deal.campaignId : undefined
                                         })
                                     }),
                                     /*#__PURE__*/ _jsx(Stack, {
@@ -286,10 +297,18 @@ import { RecordTasksCard } from "./record-tasks-card.js";
                                     })
                                 ]
                             }),
+                            /*#__PURE__*/ _jsx(DealContactRolesCard, {
+                                deal: deal,
+                                hostId: hostId,
+                                org: org,
+                                routes: routes,
+                                fromCache: fromCache,
+                                unreadable: status === 'error'
+                            }),
                             scope.orgId ? /*#__PURE__*/ _jsx(DealProductsCard, {
                                 deal: deal,
                                 orgId: scope.orgId,
-                                hostId: (_ref5 = hostId != null ? hostId : deal.hostId) != null ? _ref5 : null,
+                                hostId: (_ref6 = hostId != null ? hostId : deal.hostId) != null ? _ref6 : null,
                                 org: org,
                                 fromCache: fromCache,
                                 unreadable: status === 'error'

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport { useDeal } from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { DEAL_STATUS_LABELS, formatMoney } from '../model/deal-board-model'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealProductsCard } from './deal-products-card'\nimport { DealPropertiesCard } from './deal-properties-card'\nimport { DealStageCard } from './deal-stage-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\n\n/**\n * `/crm/deals/{dealId}` — one deal (AGL-2598).\n *\n * The record behind a card: its stage and the controls that move it, what\n * it is worth and who it is with, the products behind the amount\n * (AGL-2620), and the tasks and activity filed against it. One live\n * document read; the pipeline and the roster are the same bounded reads\n * the board makes. Editing opens the same drawer the board creates with,\n * and deleting is the one destructive act here — confirmed, then a\n * client-direct delete the rules allow the same people who could have\n * created it.\n */\nexport function DealDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const scope = useCrmScope({ hostId, org })\n  const { data: deal, status, fromCache } = useDeal(scope.orgId, id)\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the deal's own site would face a\n  // gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const pipeline = pipelineState.pipelineById(deal?.pipelineId)\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's deal fields (AGL-2661), for the properties card's rows.\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n\n  const notFound = scope.ready && (!scope.orgId || (status !== 'loading' && !deal))\n\n  const handleDelete = useCallback(async () => {\n    if (!deal || !scope.orgId) return\n    const agreed = await confirm({\n      title: 'Delete this deal?',\n      description:\n        `\"${deal.title}\" is removed from the pipeline along with its notes. ` +\n        'The contact and the company it names are not touched.',\n      confirmationText: 'Delete deal',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!agreed) return\n    setDeleting(true)\n    try {\n      await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id))\n      // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n      // but the act happened in this site's console and belongs in its feed.\n      logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      enqueueSnackbar('Deal deleted', { variant: 'success', persist: false })\n      router.push(routes.section('deals'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      setDeleting(false)\n    }\n  }, [deal, scope.orgId, confirm, firestore, logActivity, enqueueSnackbar, router, routes])\n\n  const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the deal's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={deal?.hostId ?? null}>\n      <Stack spacing={2}>\n        <CrmRecordHeader\n          kind=\"Deal\"\n          title={deal?.title}\n          subtitle={\n            deal\n              ? [pipeline?.name, stage?.name ?? deal.stageId].filter(Boolean).join(' · ')\n              : undefined\n          }\n          help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n          backHref={routes.section('deals')}\n          backLabel=\"Back to deals\"\n          loading={!deal && !notFound}\n          // The booking door (AGL-2660): the deal's own site's services.\n          booking={\n            deal\n              ? { hostId: hostId ?? deal.hostId ?? null, org, kind: 'deal', recordId: deal.$id }\n              : undefined\n          }\n          actions={\n            deal ? (\n              <>\n                <Button\n                  size=\"small\"\n                  variant=\"outlined\"\n                  startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n                  onClick={() => setEditing(true)}\n                >\n                  {'Edit'}\n                </Button>\n                <CrmSendEmailButton\n                  hostId={hostId ?? deal.hostId ?? null}\n                  org={org}\n                  dealId={deal.$id}\n                  contactId={deal.contactId}\n                  name={deal.contactName}\n                />\n              </>\n            ) : null\n          }\n          menuItems={\n            deal\n              ? [\n                  {\n                    key: 'delete',\n                    label: 'Delete deal',\n                    icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                    destructive: true,\n                    disabled: deleting,\n                    disabledReason: 'The deal is being deleted',\n                    onClick: () => void handleDelete(),\n                  },\n                ]\n              : undefined\n          }\n          chips={\n            deal ? (\n              <>\n                <CrmRecordChip\n                  label=\"Status\"\n                  value={DEAL_STATUS_LABELS[deal.status] ?? deal.status}\n                  color={deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'}\n                />\n                <CrmRecordChip\n                  label=\"Amount\"\n                  value={\n                    typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : undefined\n                  }\n                />\n                <CrmRecordChip label=\"Owner\" value={roster.nameOf(deal.ownerUid) || undefined} />\n                {/* Seen here only through a share (AGL-3336). */}\n                <CrmShareChipView\n                  chip={crmShareChipFor(\n                    deal as unknown as Record<string, unknown>,\n                    scope.consentGroup?.hostIds ?? [],\n                  )}\n                  org={org}\n                />\n              </>\n            ) : null\n          }\n        >\n          {notFound ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'This deal does not exist, or is not visible to this site.'}\n            </Typography>\n          ) : null}\n        </CrmRecordHeader>\n        {deal ? (\n          <>\n            {/* What an assistant proposes about the deal, its stage included (AGL-2917). */}\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"deal\"\n              recordId={deal.$id}\n              name={deal.title}\n              taskLink={{ dealId: deal.$id }}\n              deal={{ pipeline, ref: deal, stageId: deal.stageId, status: deal.status, api }}\n            />\n            <DealStageCard deal={deal} pipeline={pipeline} api={api} nowMs={nowMs} />\n            <Stack direction={{ xs: 'column', md: 'row' }} spacing={2} sx={{ alignItems: 'stretch' }}>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <DealPropertiesCard\n                  deal={deal}\n                  pipeline={pipeline}\n                  ownerLabel={roster.nameOf(deal.ownerUid)}\n                  routes={routes}\n                  customFields={dealFields.active}\n                />\n              </Stack>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <RecordTasksCard hostId={hostId} org={org} basePath={basePath} dealId={deal.$id} />\n              </Stack>\n            </Stack>\n            {scope.orgId ? (\n              <DealProductsCard\n                deal={deal}\n                orgId={scope.orgId}\n                hostId={hostId ?? deal.hostId ?? null}\n                org={org}\n                fromCache={fromCache}\n                unreadable={status === 'error'}\n              />\n            ) : null}\n            <RecordFilesCard\n              scope={scope.scope}\n              collection={CRM_COLLECTIONS.deals}\n              recordId={deal.$id}\n              mediaIds={deal.mediaIds}\n              topic=\"deals\"\n            />\n            {/* Where the deal is visible and why, and a manager's share (AGL-3336). */}\n            <RecordSharingCard\n              object=\"deals\"\n              id={deal.$id}\n              record={deal as unknown as Record<string, unknown>}\n              hostId={hostId ?? null}\n              orgId={scope.orgId}\n              org={org}\n              viewingHostIds={scope.consentGroup?.hostIds}\n            />\n            <RecordActivityCard hostId={hostId} org={org} dealId={deal.$id} />\n          </>\n        ) : null}\n      </Stack>\n      <DealEditDrawer\n        open={editing}\n        onClose={() => setEditing(false)}\n        hostId={hostId}\n        org={org}\n        deal={deal ?? null}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipeline ?? pipelineState.pipeline}\n        unreadable={status === 'error'}\n        fromCache={fromCache}\n      />\n    </CrmCreateSiteDefault>\n  )\n}\nDealDetailPage.displayName = 'DealDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport { useDeal } from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { DEAL_STATUS_LABELS, formatMoney } from '../model/deal-board-model'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { DealContactRolesCard } from './deal-contact-roles-card'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealProductsCard } from './deal-products-card'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { DealPropertiesCard } from './deal-properties-card'\nimport { DealStageCard } from './deal-stage-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\n\n/**\n * `/crm/deals/{dealId}` — one deal (AGL-2598).\n *\n * The record behind a card: its stage and the controls that move it, what\n * it is worth and who it is with — every contact on it and the part each\n * plays (AGL-3521) — the products behind the amount (AGL-2620), and the\n * tasks and activity filed against it. One live\n * document read; the pipeline and the roster are the same bounded reads\n * the board makes. Editing opens the same drawer the board creates with,\n * and deleting is the one destructive act here — confirmed, then a\n * client-direct delete the rules allow the same people who could have\n * created it.\n */\nexport function DealDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const scope = useCrmScope({ hostId, org })\n  const { data: deal, status, fromCache } = useDeal(scope.orgId, id)\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the deal's own site would face a\n  // gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const pipeline = pipelineState.pipelineById(deal?.pipelineId)\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's deal fields (AGL-2661), for the properties card's rows.\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n  // The deal's campaign by name (AGL-3516), read only for a deal that names one.\n  const campaigns = useCrmCampaigns(\n    { hostId, orgId: scope.orgId },\n    { enabled: Boolean(deal?.campaignId) },\n  )\n\n  const notFound = scope.ready && (!scope.orgId || (status !== 'loading' && !deal))\n\n  const handleDelete = useCallback(async () => {\n    if (!deal || !scope.orgId) return\n    const agreed = await confirm({\n      title: 'Delete this deal?',\n      description:\n        `\"${deal.title}\" is removed from the pipeline along with its notes. ` +\n        'The contact and the company it names are not touched.',\n      confirmationText: 'Delete deal',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!agreed) return\n    setDeleting(true)\n    try {\n      await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id))\n      // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n      // but the act happened in this site's console and belongs in its feed.\n      logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      enqueueSnackbar('Deal deleted', { variant: 'success', persist: false })\n      router.push(routes.section('deals'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      setDeleting(false)\n    }\n  }, [deal, scope.orgId, confirm, firestore, logActivity, enqueueSnackbar, router, routes])\n\n  const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the deal's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={deal?.hostId ?? null}>\n      <Stack spacing={2}>\n        <CrmRecordHeader\n          kind=\"Deal\"\n          title={deal?.title}\n          subtitle={\n            deal\n              ? [pipeline?.name, stage?.name ?? deal.stageId].filter(Boolean).join(' · ')\n              : undefined\n          }\n          help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n          backHref={routes.section('deals')}\n          backLabel=\"Back to deals\"\n          loading={!deal && !notFound}\n          // The booking door (AGL-2660): the deal's own site's services.\n          booking={\n            deal\n              ? { hostId: hostId ?? deal.hostId ?? null, org, kind: 'deal', recordId: deal.$id }\n              : undefined\n          }\n          actions={\n            deal ? (\n              <>\n                <Button\n                  size=\"small\"\n                  variant=\"outlined\"\n                  startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n                  onClick={() => setEditing(true)}\n                >\n                  {'Edit'}\n                </Button>\n                <CrmSendEmailButton\n                  hostId={hostId ?? deal.hostId ?? null}\n                  org={org}\n                  dealId={deal.$id}\n                  contactId={deal.contactId}\n                  name={deal.contactName}\n                />\n              </>\n            ) : null\n          }\n          menuItems={\n            deal\n              ? [\n                  {\n                    key: 'delete',\n                    label: 'Delete deal',\n                    icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                    destructive: true,\n                    disabled: deleting,\n                    disabledReason: 'The deal is being deleted',\n                    onClick: () => void handleDelete(),\n                  },\n                ]\n              : undefined\n          }\n          chips={\n            deal ? (\n              <>\n                <CrmRecordChip\n                  label=\"Status\"\n                  value={DEAL_STATUS_LABELS[deal.status] ?? deal.status}\n                  color={deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'}\n                />\n                <CrmRecordChip\n                  label=\"Amount\"\n                  value={\n                    typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : undefined\n                  }\n                />\n                <CrmRecordChip label=\"Owner\" value={roster.nameOf(deal.ownerUid) || undefined} />\n                {/* Seen here only through a share (AGL-3336). */}\n                <CrmShareChipView\n                  chip={crmShareChipFor(\n                    deal as unknown as Record<string, unknown>,\n                    scope.consentGroup?.hostIds ?? [],\n                  )}\n                  org={org}\n                />\n              </>\n            ) : null\n          }\n        >\n          {notFound ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'This deal does not exist, or is not visible to this site.'}\n            </Typography>\n          ) : null}\n        </CrmRecordHeader>\n        {deal ? 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