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

package/src/lib/components/deal-edit-drawer.d.ts

@@ -51,6 +51,16 @@ export interface DealEditDrawerProps {
  * `contactChoicesFor` for why the contact search cannot be a query. Both
  * pickers copy the chosen NAME onto the deal beside the id, so a board of
  * cards can caption itself without a read per card.
+ *
+ * ## Salesforce's Opportunity fields (AGL-3516)
+ *
+ * Type and Lead source are the org's picklists, judged on save as every
+ * server door judges them (`judgeDealFormPicklists`) — a new deal with no
+ * Type takes the list's default. The probability is this deal's own
+ * override, blank for its stage's; the forecast category is one of the
+ * fixed set, "From the stage" storing the stage's. A stage move later
+ * stamps both afresh. The campaign is one of the campaigns the Campaigns
+ * picker of a lead offers at this level.
  */
 export declare function DealEditDrawer(props: DealEditDrawerProps): import("react").JSX.Element;
 export declare namespace DealEditDrawer {

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

@@ -17,7 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { createElement as _createElement } from "react";
-import { CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE, crmNewRecordListFields, dealHasLineItems, findOrgMember, nameSearchKey, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, CRM_FORECAST_CATEGORIES, CRM_FORECAST_CATEGORY_LABELS, CRM_RECORDS_BAND_FULL_MESSAGE, crmNewRecordListFields, DEAL_NEXT_STEP_MAX, dealHasLineItems, dealStageById, dealStageForecastCategory, findOrgMember, nameSearchKey, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
@@ -28,16 +28,19 @@ import { addDoc, collection, deleteField, doc, endAt, getDocs, limit, orderBy, q
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
 import { useCrmActivityLogger } from "../hooks/use-crm-activity-logger.js";
+import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
+import { useCrmPicklist } from "../hooks/use-crm-picklist.js";
 import { useCrmRecordsQuota } from "../hooks/use-crm-records-quota.js";
 import { crmScopeListable, crmVisibleToClause, useCrmScope } from "../hooks/use-crm-scope.js";
 import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
 import { contactPrimaryGroup } from "../model/contact-record.js";
 import { crmCustomDraftDocument, crmCustomDraftMissingRequired, crmCustomDraftValue, crmCustomDraftWrites } from "../model/crm-custom-draft.js";
 import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
+import { CrmPicklistSelect } from "./picklist-select.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
-import { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
+import { CRM_CLIENT_SEARCH_FIELDS, CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
 import { DEAL_CURRENCIES, openStages } from "../model/deal-board-model.js";
-import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm, dealFormFromDoc, dealFormProblem, dealPatchFromForm, emptyDealForm } from "../model/deal-form-model.js";
+import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm, dealFormFromDoc, dealFormProblem, dealPatchFromForm, emptyDealForm, judgeDealFormPicklists } from "../model/deal-form-model.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /**
  * How many recent contacts the picker matches against. The window is the
@@ -46,6 +49,13 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
  * the match tests as a prefix of the email.
  */ const CONTACT_WINDOW = 300;
 /** Companies offered per keystroke; a longer list is a scroll, not a pick. */ const COMPANY_MATCHES = 8;
+/** The list fields an edit restamps: the title's search words, the two picklist keys. */ const DEAL_CLIENT_LIST_FIELDS = [
+    ...CRM_CLIENT_SEARCH_FIELDS,
+    'typeKey',
+    'leadSourceKey',
+    // The arrays a deal's contact roles are found by (AGL-3521).
+    ...CRM_DEAL_CONTACT_ROLE_LIST_FIELDS
+];
 /**
  * The one form a deal is created and edited through (AGL-2598).
  *
@@ -73,8 +83,18 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
  * `contactChoicesFor` for why the contact search cannot be a query. Both
  * pickers copy the chosen NAME onto the deal beside the id, so a board of
  * cards can caption itself without a read per card.
+ *
+ * ## Salesforce's Opportunity fields (AGL-3516)
+ *
+ * Type and Lead source are the org's picklists, judged on save as every
+ * server door judges them (`judgeDealFormPicklists`) — a new deal with no
+ * Type takes the list's default. The probability is this deal's own
+ * override, blank for its stage's; the forecast category is one of the
+ * fixed set, "From the stage" storing the stage's. A stage move later
+ * stamps both afresh. The campaign is one of the campaigns the Campaigns
+ * picker of a lead offers at this level.
  */ export function DealEditDrawer(props) {
-    var _ref, _dealFormProblem;
+    var _ref, _dealFormProblem, _ref1, _ref2;
     var _contactChoices_find;
     const { open, onClose, hostId, org, deal, defaults, pipelines, defaultPipeline, unreadable = false, fromCache = false, onSaved } = props;
     const mode = deal ? 'edit' : 'create';
@@ -102,6 +122,15 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
    * the reader has touched over what the deal stores — saved as the
    * difference (`crm-custom-draft`) in the same write as the fixed fields.
    */ const fields = useContactFieldDefinitions(open ? orgId : null, 'deal');
+    // The org's lists for the two picklist fields, and its campaigns (AGL-3516).
+    const typeList = useCrmPicklist('opportunityType', open ? orgId : null);
+    const leadSourceList = useCrmPicklist('leadSource', open ? orgId : null);
+    const campaigns = useCrmCampaigns({
+        hostId,
+        orgId
+    }, {
+        enabled: open
+    });
     const storedCustom = useMemo(()=>{
         var _ref;
         return (_ref = deal == null ? void 0 : deal.custom) != null ? _ref : {};
@@ -134,6 +163,32 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
         pipeline
     ]);
     /*
+   * The stage the deal is in — the one picked on a new deal, the stored one
+   * on an edit, looked up in the deal's OWN pipeline and never the default's
+   * — whose probability and forecast category the blank fields stand for.
+   */ const currentStage = useMemo(()=>dealStageById(pipelines.find((entry)=>entry.$id === values.pipelineId), values.stageId), [
+        pipelines,
+        values.pipelineId,
+        values.stageId
+    ]);
+    const campaignOptions = useMemo(()=>{
+        const options = campaigns.options.map((option)=>({
+                value: option.value,
+                label: option.label
+            }));
+        // A campaign the deal names but the picker no longer offers stays itself.
+        return values.campaignId && !options.some((option)=>option.value === values.campaignId) ? [
+            ...options,
+            {
+                value: values.campaignId,
+                label: values.campaignId
+            }
+        ] : options;
+    }, [
+        campaigns.options,
+        values.campaignId
+    ]);
+    /*
    * THE CONTACT WINDOW: the newest contacts this viewer may see, read only
    * while the drawer is open. Scoped and ordered like the contacts list —
    * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the
@@ -234,6 +289,21 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
             });
             return;
         }
+        const judged = judgeDealFormPicklists(values, {
+            type: typeList.picklist,
+            leadSource: leadSourceList.picklist
+        }, {
+            current: deal != null ? deal : null,
+            created: !deal
+        });
+        if (judged.ok === false) {
+            enqueueSnackbar(judged.error, {
+                variant: 'warning',
+                persist: false
+            });
+            return;
+        }
+        const saved = judged.values;
         setBusy(true);
         try {
             const nowMs = Date.now();
@@ -243,13 +313,18 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
                     unreadable,
                     fromCache
                 }, async ()=>{
-                    const { set, clear } = dealPatchFromForm(values, nowMs, {
-                        amountDerived
+                    const { set, clear } = dealPatchFromForm(saved, nowMs, {
+                        amountDerived,
+                        stage: currentStage,
+                        current: deal
                     });
                     await updateDoc(doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id), _extends({}, set, Object.fromEntries(clear.map((key)=>[
                             key,
                             deleteField()
-                        ])), crmCustomDraftWrites(storedCustom, custom), crmClientListFields('deals', deal, set, CRM_CLIENT_SEARCH_FIELDS)));
+                        ])), crmCustomDraftWrites(storedCustom, custom), crmClientListFields('deals', deal, _extends({}, set, Object.fromEntries(clear.map((key)=>[
+                            key,
+                            null
+                        ]))), DEAL_CLIENT_LIST_FIELDS)));
                 });
                 if (!verdict.ok) {
                     enqueueSnackbar(verdict.message, {
@@ -271,13 +346,14 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
                 // again here because a callback can outlive the render that held it.
                 if (!createHostId) return;
                 const customDocument = crmCustomDraftDocument(custom);
-                const record = _extends({}, dealDocumentFromForm(values, {
+                const record = _extends({}, dealDocumentFromForm(saved, {
                     visibleTo: [
                         ...createTokens
                     ],
                     hostId: createHostId,
                     uid: user.uid,
-                    nowMs
+                    nowMs,
+                    stage: currentStage
                 }), customDocument ? {
                     custom: customDocument
                 } : {});
@@ -329,7 +405,10 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
         onSaved,
         onClose,
         storedCustom,
-        custom
+        custom,
+        typeList.picklist,
+        leadSourceList.picklist,
+        currentStage
     ]);
     return /*#__PURE__*/ _jsx(NavigationDrawerComponent, {
         open: open,
@@ -500,6 +579,108 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
                             }
                         }
                     }),
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        children: [
+                            /*#__PURE__*/ _jsx(CrmPicklistSelect, {
+                                picklistId: "opportunityType",
+                                picklist: typeList.picklist,
+                                value: values.type,
+                                stored: (_ref1 = deal == null ? void 0 : deal.type) != null ? _ref1 : '',
+                                onChange: (type)=>update({
+                                        type
+                                    }),
+                                disabled: busy
+                            }),
+                            /*#__PURE__*/ _jsx(CrmPicklistSelect, {
+                                picklistId: "leadSource",
+                                picklist: leadSourceList.picklist,
+                                value: values.leadSource,
+                                stored: (_ref2 = deal == null ? void 0 : deal.leadSource) != null ? _ref2 : '',
+                                onChange: (leadSource)=>update({
+                                        leadSource
+                                    }),
+                                disabled: busy
+                            })
+                        ]
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        label: "Next step",
+                        value: values.nextStep,
+                        onChange: (event)=>update({
+                                nextStep: event.target.value
+                            }),
+                        fullWidth: true,
+                        slotProps: {
+                            htmlInput: {
+                                maxLength: DEAL_NEXT_STEP_MAX
+                            }
+                        }
+                    }),
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        sx: {
+                            alignItems: 'flex-start'
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(TextField, {
+                                label: "Probability",
+                                value: values.probability,
+                                onChange: (event)=>update({
+                                        probability: event.target.value
+                                    }),
+                                placeholder: currentStage ? String(currentStage.probability) : '',
+                                helperText: currentStage ? `From stage: ${currentStage.probability}%` : 'Blank uses the stage’s',
+                                sx: {
+                                    flex: 1
+                                },
+                                slotProps: {
+                                    htmlInput: {
+                                        inputMode: 'numeric',
+                                        'aria-label': 'Probability'
+                                    },
+                                    input: {
+                                        endAdornment: '%'
+                                    },
+                                    inputLabel: {
+                                        shrink: true
+                                    }
+                                }
+                            }),
+                            /*#__PURE__*/ _jsxs(TextField, {
+                                select: true,
+                                label: "Forecast category",
+                                value: values.forecastCategory,
+                                onChange: (event)=>update({
+                                        forecastCategory: event.target.value
+                                    }),
+                                helperText: "A stage move sets it from the new stage.",
+                                sx: {
+                                    flex: 1
+                                },
+                                slotProps: {
+                                    select: {
+                                        displayEmpty: true
+                                    },
+                                    inputLabel: {
+                                        shrink: true
+                                    }
+                                },
+                                children: [
+                                    /*#__PURE__*/ _jsx(MenuItem, {
+                                        value: "",
+                                        children: currentStage ? `From the stage (${CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(currentStage)]})` : 'From the stage'
+                                    }),
+                                    CRM_FORECAST_CATEGORIES.map((category)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                            value: category,
+                                            children: CRM_FORECAST_CATEGORY_LABELS[category]
+                                        }, category))
+                                ]
+                            })
+                        ]
+                    }),
                     /*#__PURE__*/ _jsxs(TextField, {
                         select: true,
                         label: "Owner",
@@ -597,6 +778,34 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
                                 placeholder: "Company name"
                             }))
                     }),
+                    /*#__PURE__*/ _jsxs(TextField, {
+                        select: true,
+                        label: "Campaign",
+                        value: values.campaignId,
+                        onChange: (event)=>update({
+                                campaignId: event.target.value
+                            }),
+                        fullWidth: true,
+                        helperText: campaigns.ready && !campaignOptions.length ? 'There are no campaigns yet. Create one from Marketing.' : 'The campaign this deal is attributed to.',
+                        slotProps: {
+                            select: {
+                                displayEmpty: true
+                            },
+                            inputLabel: {
+                                shrink: true
+                            }
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(MenuItem, {
+                                value: "",
+                                children: 'None'
+                            }),
+                            campaignOptions.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                    value: option.value,
+                                    children: option.label
+                                }, option.value))
+                        ]
+                    }),
                     /*#__PURE__*/ _jsx(TextField, {
                         label: "Notes",
                         value: values.notes,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  crmNewRecordListFields,\n  dealHasLineItems,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n} from '../model/deal-form-model'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n                // The title is what the Deals table searches (AGL-3321),\n                // from the listener's row with the edit over it.\n                ...crmClientListFields(\n                  'deals',\n                  deal as unknown as Record<string, unknown>,\n                  set,\n                  CRM_CLIENT_SEARCH_FIELDS,\n                ),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        followUpSharing('deals', [deal.$id])\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const record: Record<string, unknown> = {\n          ...dealDocumentFromForm(values, {\n            visibleTo: [...createTokens],\n            hostId: createHostId,\n            uid: user.uid,\n            nowMs,\n          }),\n          ...(customDocument ? { custom: customDocument } : {}),\n        }\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          // What the Deals table searches and filters by (AGL-3321), and\n          // nothing scheduled against a deal that did not exist.\n          { ...record, ...crmNewRecordListFields('deals', record) },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        followUpSharing('deals', [created.id])\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    followUpSharing,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_FORECAST_CATEGORIES,\n  CRM_FORECAST_CATEGORY_LABELS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  type CrmForecastCategory,\n  crmNewRecordListFields,\n  DEAL_NEXT_STEP_MAX,\n  dealHasLineItems,\n  dealStageById,\n  dealStageForecastCategory,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n  CRM_CLIENT_SEARCH_FIELDS,\n  CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n  crmClientListFields,\n} from '../model/crm-list-query'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n  judgeDealFormPicklists,\n} from '../model/deal-form-model'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** The list fields an edit restamps: the title's search words, the two picklist keys. */\nconst DEAL_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  'typeKey',\n  'leadSourceKey',\n  // The arrays a deal's contact roles are found by (AGL-3521).\n  ...CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n] as const\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n *\n * ## Salesforce's Opportunity fields (AGL-3516)\n *\n * Type and Lead source are the org's picklists, judged on save as every\n * server door judges them (`judgeDealFormPicklists`) — a new deal with no\n * Type takes the list's default. The probability is this deal's own\n * override, blank for its stage's; the forecast category is one of the\n * fixed set, \"From the stage\" storing the stage's. A stage move later\n * stamps both afresh. The campaign is one of the campaigns the Campaigns\n * picker of a lead offers at this level.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  // The org's lists for the two picklist fields, and its campaigns (AGL-3516).\n  const typeList = useCrmPicklist('opportunityType', open ? orgId : null)\n  const leadSourceList = useCrmPicklist('leadSource', open ? orgId : null)\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: open })\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n  /*\n   * The stage the deal is in — the one picked on a new deal, the stored one\n   * on an edit, looked up in the deal's OWN pipeline and never the default's\n   * — whose probability and forecast category the blank fields stand for.\n   */\n  const currentStage = useMemo(\n    () =>\n      dealStageById(\n        pipelines.find((entry) => entry.$id === values.pipelineId),\n        values.stageId,\n      ),\n    [pipelines, values.pipelineId, values.stageId],\n  )\n  const campaignOptions = useMemo(() => {\n    const options = campaigns.options.map((option) => ({ value: option.value, label: option.label }))\n    // A campaign the deal names but the picker no longer offers stays itself.\n    return values.campaignId && !options.some((option) => option.value === values.campaignId)\n      ? [...options, { value: values.campaignId, label: values.campaignId }]\n      : options\n  }, [campaigns.options, values.campaignId])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    const judged = judgeDealFormPicklists(\n      values,\n      { type: typeList.picklist, leadSource: leadSourceList.picklist },\n      { current: deal ?? null, created: !deal },\n    )\n    if (judged.ok === false) {\n      enqueueSnackbar(judged.error, { variant: 'warning', persist: false })\n      return\n    }\n    const saved = judged.values\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(saved, nowMs, {\n              amountDerived,\n              stage: currentStage,\n              current: deal,\n            })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n                // The title is what the Deals table searches (AGL-3321), and\n                // the Type and Lead source what it filters by (AGL-3516),\n                // from the listener's row with the edit over it.\n                ...crmClientListFields(\n                  'deals',\n                  deal as unknown as Record<string, unknown>,\n                  { ...set, ...Object.fromEntries(clear.map((key) => [key, null])) },\n                  DEAL_CLIENT_LIST_FIELDS,\n                ),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        followUpSharing('deals', [deal.$id])\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const record: Record<string, unknown> = {\n          ...dealDocumentFromForm(saved, {\n            visibleTo: [...createTokens],\n            hostId: createHostId,\n            uid: user.uid,\n            nowMs,\n            stage: currentStage,\n          }),\n          ...(customDocument ? { custom: customDocument } : {}),\n        }\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          // What the Deals table searches and filters by (AGL-3321), and\n          // nothing scheduled against a deal that did not exist.\n          { ...record, ...crmNewRecordListFields('deals', record) },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        followUpSharing('deals', [created.id])\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    followUpSharing,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n    typeList.picklist,\n    leadSourceList.picklist,\n    currentStage,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <CrmPicklistSelect\n              picklistId=\"opportunityType\"\n              picklist={typeList.picklist}\n              value={values.type}\n              stored={deal?.type ?? ''}\n              onChange={(type) => update({ type })}\n              disabled={busy}\n            />\n            <CrmPicklistSelect\n              picklistId=\"leadSource\"\n              picklist={leadSourceList.picklist}\n              value={values.leadSource}\n              stored={deal?.leadSource ?? ''}\n              onChange={(leadSource) => update({ leadSource })}\n              disabled={busy}\n            />\n          </Stack>\n          <TextField\n            label=\"Next step\"\n            value={values.nextStep}\n            onChange={(event) => update({ nextStep: event.target.value })}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NEXT_STEP_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Probability\"\n              value={values.probability}\n              onChange={(event) => update({ probability: event.target.value })}\n              placeholder={currentStage ? String(currentStage.probability) : ''}\n              helperText={\n                currentStage\n                  ? `From stage: ${currentStage.probability}%`\n                  : 'Blank uses the stage’s'\n              }\n              sx={{ flex: 1 }}\n              slotProps={{\n                htmlInput: { inputMode: 'numeric', 'aria-label': 'Probability' },\n                input: { endAdornment: '%' },\n                inputLabel: { shrink: true },\n              }}\n            />\n            <TextField\n              select\n              label=\"Forecast category\"\n              value={values.forecastCategory}\n              onChange={(event) =>\n                update({ forecastCategory: event.target.value as '' | CrmForecastCategory })\n              }\n              helperText=\"A stage move sets it from the new stage.\"\n              sx={{ flex: 1 }}\n              slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n            >\n              <MenuItem value=\"\">\n                {currentStage\n                  ? `From the stage (${CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(currentStage)]})`\n                  : 'From the stage'}\n              </MenuItem>\n              {CRM_FORECAST_CATEGORIES.map((category) => (\n                <MenuItem key={category} value={category}>\n                  {CRM_FORECAST_CATEGORY_LABELS[category]}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            select\n            label=\"Campaign\"\n            value={values.campaignId}\n            onChange={(event) => update({ campaignId: event.target.value })}\n            fullWidth\n            helperText={\n              campaigns.ready && !campaignOptions.length\n                ? 'There are no campaigns yet. Create one from Marketing.'\n                : 'The campaign this deal is attributed to.'\n            }\n            slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n          >\n            <MenuItem value=\"\">{'None'}</MenuItem>\n            {campaignOptions.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {problem && values.title ? <Alert severity=\"warning\">{problem}</Alert> : null}\n          <Button\n            variant=\"contained\"\n            disabled={\n              busy ||\n              Boolean(problem) ||\n              !orgId ||\n              bandFull ||\n              // A new deal waits for its capturing site.\n              (mode === 'create' && !createHostId)\n            }\n            onClick={() => void handleSave()}\n          >\n            {deal ? 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package/src/lib/components/deal-properties-card.d.ts

@@ -12,6 +12,8 @@ export interface DealPropertiesCardProps {
      * once for every card on it.
      */
     customFields?: readonly ContactFieldDefinition[];
+    /** The deal's campaign by name, resolved by the page; absent when it names none. */
+    campaignName?: string;
 }
 /**
  * What the deal is worth and who it is with (AGL-2598).
@@ -21,6 +23,11 @@ export interface DealPropertiesCardProps {
  * a stored figure would go stale the moment they did. The contact and the
  * company are links into their own pages — the id is the link; the name on
  * the deal is a caption that may lag a rename.
+ *
+ * Salesforce's Opportunity fields (AGL-3516) follow: the Type, the Lead
+ * source, the Next step, the probability — the deal's own override, with
+ * its stage's beside it, or the stage's — the forecast category and the
+ * campaign. Edit changes them; a stage move re-stamps the last two.
  */
 export declare function DealPropertiesCard(props: DealPropertiesCardProps): import("react").JSX.Element;
 export declare namespace DealPropertiesCard {