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

package/src/lib/components/deal-properties-card.js

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { dealStageById, pluginDocsHelp, weightedDealAmountCents } from "@aglyn/aglyn";
+import { CRM_FORECAST_CATEGORY_LABELS, dealForecastCategory, dealProbability, dealStageById, pluginDocsHelp, readDealProbability, weightedDealAmountCents } from "@aglyn/aglyn";
 import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
 import { Link, Stack, Typography } from "@mui/material";
 import { formatContactCustomValue } from "./contact-custom-columns.js";
@@ -57,11 +57,18 @@ function Row(props) {
  * 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 function DealPropertiesCard(props) {
     var _ref;
-    const { deal, pipeline, ownerLabel, routes, customFields = [] } = props;
+    const { deal, pipeline, ownerLabel, routes, customFields = [], campaignName } = props;
     const stage = dealStageById(pipeline, deal.stageId);
     const weighted = weightedDealAmountCents(deal, stage);
+    const probability = dealProbability(deal, stage);
+    const overridden = typeof readDealProbability(deal.probability) === 'number';
     const createdMs = timestampMs(deal.createdAt);
     return /*#__PURE__*/ _jsx(CardDisplay, {
         header: 'Properties',
@@ -79,12 +86,32 @@ function Row(props) {
                 }),
                 /*#__PURE__*/ _jsx(Row, {
                     label: "Weighted value",
-                    children: `${formatMoney(weighted, deal.currency)}` + (deal.status === 'open' && stage ? ` at ${stage.probability}%` : '')
+                    children: `${formatMoney(weighted, deal.currency)}` + (deal.status === 'open' && stage && probability !== null ? ` at ${probability}%` : '')
+                }),
+                /*#__PURE__*/ _jsx(Row, {
+                    label: "Probability",
+                    children: probability === null ? 'Not set' : overridden && stage ? `${probability}% · from stage: ${stage.probability}%` : `${probability}%`
+                }),
+                /*#__PURE__*/ _jsx(Row, {
+                    label: "Forecast category",
+                    children: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)]
                 }),
                 /*#__PURE__*/ _jsx(Row, {
                     label: "Expected close",
                     children: typeof deal.expectedCloseAtMs === 'number' ? new Date(deal.expectedCloseAtMs).toLocaleDateString() : 'Not set'
                 }),
+                /*#__PURE__*/ _jsx(Row, {
+                    label: "Type",
+                    children: deal.type || 'Not set'
+                }),
+                /*#__PURE__*/ _jsx(Row, {
+                    label: "Lead source",
+                    children: deal.leadSource || 'Not set'
+                }),
+                /*#__PURE__*/ _jsx(Row, {
+                    label: "Next step",
+                    children: deal.nextStep || 'Not set'
+                }),
                 /*#__PURE__*/ _jsx(Row, {
                     label: "Owner",
                     children: ownerLabel || 'Nobody yet'
@@ -103,6 +130,10 @@ function Row(props) {
                         children: deal.companyName || 'Open company'
                     }) : 'None'
                 }),
+                /*#__PURE__*/ _jsx(Row, {
+                    label: "Campaign",
+                    children: campaignName || 'None'
+                }),
                 /*#__PURE__*/ _jsx(Row, {
                     label: "Pipeline",
                     children: (_ref = pipeline == null ? void 0 : pipeline.name) != null ? _ref : deal.pipelineId

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ContactFieldDefinition,\n  dealStageById,\n  pluginDocsHelp,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Link, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport {\n  type DealDoc,\n  formatMoney,\n  type PipelineDoc,\n  timestampMs,\n} from '../model/deal-board-model'\nimport type { CrmRoutes } from '../model/crm-routes'\n\nexport interface DealPropertiesCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  ownerLabel: string\n  routes: CrmRoutes\n  /**\n   * The org's ACTIVE deal field definitions (AGL-2661), one row each under\n   * the fixed properties. Handed in by the page, which resolves the org\n   * once for every card on it.\n   */\n  customFields?: readonly ContactFieldDefinition[]\n}\n\nfunction Row(props: { label: string; children: ReactNode }) {\n  return (\n    <Stack direction=\"row\" spacing={2} sx={{ alignItems: 'baseline' }}>\n      <Typography\n        variant=\"caption\"\n        color=\"text.secondary\"\n        sx={{ width: 120, flexShrink: 0 }}\n      >\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\" sx={{ flex: 1, minWidth: 0 }}>\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\n/**\n * What the deal is worth and who it is with (AGL-2598).\n *\n * The weighted value is computed here from the live pipeline rather than\n * stored, because the stage's probability is the merchant's to change and\n * a stored figure would go stale the moment they did. The contact and the\n * company are links into their own pages — the id is the link; the name on\n * the deal is a caption that may lag a rename.\n */\nexport function DealPropertiesCard(props: DealPropertiesCardProps) {\n  const { deal, pipeline, ownerLabel, routes, customFields = [] } = props\n  const stage = dealStageById(pipeline, deal.stageId)\n  const weighted = weightedDealAmountCents(deal, stage)\n  const createdMs = timestampMs(deal.createdAt)\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.25}>\n        <Row label=\"Amount\">\n          {typeof deal.amountCents === 'number'\n            ? formatMoney(deal.amountCents, deal.currency)\n            : 'Not set'}\n        </Row>\n        <Row label=\"Weighted value\">\n          {`${formatMoney(weighted, deal.currency)}` +\n            (deal.status === 'open' && stage ? ` at ${stage.probability}%` : '')}\n        </Row>\n        <Row label=\"Expected close\">\n          {typeof deal.expectedCloseAtMs === 'number'\n            ? new Date(deal.expectedCloseAtMs).toLocaleDateString()\n            : 'Not set'}\n        </Row>\n        <Row label=\"Owner\">{ownerLabel || 'Nobody yet'}</Row>\n        <Row label=\"Contact\">\n          {deal.contactId ? (\n            <AppLink href={routes.contact(deal.contactId)}>\n              {deal.contactName || 'Open contact'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Company\">\n          {deal.companyId ? (\n            <AppLink href={routes.company(deal.companyId)}>\n              {deal.companyName || 'Open company'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Pipeline\">{pipeline?.name ?? deal.pipelineId}</Row>\n        <Row label=\"Created\">\n          {createdMs ? new Date(createdMs).toLocaleDateString() : '—'}\n        </Row>\n        {deal.notes ? (\n          <Row label=\"Notes\">\n            <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap' }}>\n              {deal.notes}\n            </Typography>\n          </Row>\n        ) : null}\n        {/*\n          The org's own deal fields (AGL-2661), after the built-in ones under\n          \"More fields\", as a record's Details keep them; none defined, none\n          drawn.\n        */}\n        {customFields.length ? (\n          <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n            {'More fields'}\n          </Typography>\n        ) : null}\n        {customFields.map((definition) => {\n          const text = formatContactCustomValue(definition, deal.custom?.[definition.key])\n          return (\n            <Row key={definition.key} label={definition.label || definition.key}>\n              {text && definition.type === 'url' ? (\n                <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n                  {text}\n                </Link>\n              ) : (\n                text || 'Not set'\n              )}\n            </Row>\n          )\n        })}\n      </Stack>\n    </CardDisplay>\n  )\n}\nDealPropertiesCard.displayName = 'DealPropertiesCard'\n\nexport default DealPropertiesCard\n"],"names":["dealStageById","pluginDocsHelp","weightedDealAmountCents","AppLink","CardDisplay","Link","Stack","Typography","formatContactCustomValue","formatMoney","timestampMs","Row","props","direction","spacing","sx","alignItems","variant","color","width","flexShrink","label","component","flex","minWidth","children","DealPropertiesCard","deal","pipeline","ownerLabel","routes","customFields","stage","stageId","weighted","createdMs","createdAt","header","help","anchor","contentGutterX","contentGutterY","amountCents","currency","status","probability","expectedCloseAtMs","Date","toLocaleDateString","contactId","href","contact","contactName","companyId","company","companyName","name","pipelineId","notes","whiteSpace","length","pt","map","definition","text","custom","key","type","target","rel","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAEEA,aAAa,EACbC,cAAc,EACdC,uBAAuB,QAClB,eAAc;AACrB,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAEvD,SAASC,wBAAwB,QAAQ,8BAA0B;AACnE,SAEEC,WAAW,EAEXC,WAAW,QACN,+BAA2B;AAgBlC,SAASC,IAAIC,KAA6C;IACxD,qBACE,MAACN;QAAMO,WAAU;QAAMC,SAAS;QAAGC,IAAI;YAAEC,YAAY;QAAW;;0BAC9D,KAACT;gBACCU,SAAQ;gBACRC,OAAM;gBACNH,IAAI;oBAAEI,OAAO;oBAAKC,YAAY;gBAAE;0BAE/BR,MAAMS,KAAK;;0BAEd,KAACd;gBAAWU,SAAQ;gBAAQK,WAAU;gBAAMP,IAAI;oBAAEQ,MAAM;oBAAGC,UAAU;gBAAE;0BACpEZ,MAAMa,QAAQ;;;;AAIvB;AAEA;;;;;;;;CAQC,GACD,OAAO,SAASC,mBAAmBd,KAA8B;;IAC/D,MAAM,EAAEe,IAAI,EAAEC,QAAQ,EAAEC,UAAU,EAAEC,MAAM,EAAEC,eAAe,EAAE,EAAE,GAAGnB;IAClE,MAAMoB,QAAQhC,cAAc4B,UAAUD,KAAKM,OAAO;IAClD,MAAMC,WAAWhC,wBAAwByB,MAAMK;IAC/C,MAAMG,YAAYzB,YAAYiB,KAAKS,SAAS;IAC5C,qBACE,KAAChC;QACCiC,QAAQ;QACRC,MAAMrC,eAAe,SAAS;YAAEsC,QAAQ;QAAgB;QACxDC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACnC;YAAMQ,SAAS;;8BACd,KAACH;oBAAIU,OAAM;8BACR,OAAOM,KAAKe,WAAW,KAAK,WACzBjC,YAAYkB,KAAKe,WAAW,EAAEf,KAAKgB,QAAQ,IAC3C;;8BAEN,KAAChC;oBAAIU,OAAM;8BACR,GAAGZ,YAAYyB,UAAUP,KAAKgB,QAAQ,GAAG,GACvChB,CAAAA,KAAKiB,MAAM,KAAK,UAAUZ,QAAQ,CAAC,IAAI,EAAEA,MAAMa,WAAW,CAAC,CAAC,CAAC,GAAG,EAAC;;8BAEtE,KAAClC;oBAAIU,OAAM;8BACR,OAAOM,KAAKmB,iBAAiB,KAAK,WAC/B,IAAIC,KAAKpB,KAAKmB,iBAAiB,EAAEE,kBAAkB,KACnD;;8BAEN,KAACrC;oBAAIU,OAAM;8BAASQ,cAAc;;8BAClC,KAAClB;oBAAIU,OAAM;8BACRM,KAAKsB,SAAS,iBACb,KAAC9C;wBAAQ+C,MAAMpB,OAAOqB,OAAO,CAACxB,KAAKsB,SAAS;kCACzCtB,KAAKyB,WAAW,IAAI;yBAGvB;;8BAGJ,KAACzC;oBAAIU,OAAM;8BACRM,KAAK0B,SAAS,iBACb,KAAClD;wBAAQ+C,MAAMpB,OAAOwB,OAAO,CAAC3B,KAAK0B,SAAS;kCACzC1B,KAAK4B,WAAW,IAAI;yBAGvB;;8BAGJ,KAAC5C;oBAAIU,OAAM;sCAAYO,4BAAAA,SAAU4B,IAAI,mBAAI7B,KAAK8B,UAAU;;8BACxD,KAAC9C;oBAAIU,OAAM;8BACRc,YAAY,IAAIY,KAAKZ,WAAWa,kBAAkB,KAAK;;gBAEzDrB,KAAK+B,KAAK,iBACT,KAAC/C;oBAAIU,OAAM;8BACT,cAAA,KAACd;wBAAWU,SAAQ;wBAAQF,IAAI;4BAAE4C,YAAY;wBAAW;kCACtDhC,KAAK+B,KAAK;;qBAGb;gBAMH3B,aAAa6B,MAAM,iBAClB,KAACrD;oBAAWU,SAAQ;oBAAYF,IAAI;wBAAE8C,IAAI;oBAAE;8BACzC;qBAED;gBACH9B,aAAa+B,GAAG,CAAC,CAACC;wBACiCpC;oBAAlD,MAAMqC,OAAOxD,yBAAyBuD,aAAYpC,eAAAA,KAAKsC,MAAM,qBAAXtC,YAAa,CAACoC,WAAWG,GAAG,CAAC;oBAC/E,qBACE,KAACvD;wBAAyBU,OAAO0C,WAAW1C,KAAK,IAAI0C,WAAWG,GAAG;kCAChEF,QAAQD,WAAWI,IAAI,KAAK,sBAC3B,KAAC9D;4BAAK6C,MAAMc;4BAAMI,QAAO;4BAASC,KAAI;sCACnCL;6BAGHA,QAAQ;uBANFD,WAAWG,GAAG;gBAU5B;;;;AAIR;AACAxC,mBAAmB4C,WAAW,GAAG;AAEjC,eAAe5C,mBAAkB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ContactFieldDefinition,\n  CRM_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  pluginDocsHelp,\n  readDealProbability,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Link, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport {\n  type DealDoc,\n  formatMoney,\n  type PipelineDoc,\n  timestampMs,\n} from '../model/deal-board-model'\nimport type { CrmRoutes } from '../model/crm-routes'\n\nexport interface DealPropertiesCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  ownerLabel: string\n  routes: CrmRoutes\n  /**\n   * The org's ACTIVE deal field definitions (AGL-2661), one row each under\n   * the fixed properties. Handed in by the page, which resolves the org\n   * once for every card on it.\n   */\n  customFields?: readonly ContactFieldDefinition[]\n  /** The deal's campaign by name, resolved by the page; absent when it names none. */\n  campaignName?: string\n}\n\nfunction Row(props: { label: string; children: ReactNode }) {\n  return (\n    <Stack direction=\"row\" spacing={2} sx={{ alignItems: 'baseline' }}>\n      <Typography\n        variant=\"caption\"\n        color=\"text.secondary\"\n        sx={{ width: 120, flexShrink: 0 }}\n      >\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\" sx={{ flex: 1, minWidth: 0 }}>\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\n/**\n * What the deal is worth and who it is with (AGL-2598).\n *\n * The weighted value is computed here from the live pipeline rather than\n * stored, because the stage's probability is the merchant's to change and\n * a stored figure would go stale the moment they did. The contact and the\n * company are links into their own pages — the id is the link; the name on\n * the deal is a caption that may lag a rename.\n *\n * Salesforce's Opportunity fields (AGL-3516) follow: the Type, the Lead\n * source, the Next step, the probability — the deal's own override, with\n * its stage's beside it, or the stage's — the forecast category and the\n * campaign. Edit changes them; a stage move re-stamps the last two.\n */\nexport function DealPropertiesCard(props: DealPropertiesCardProps) {\n  const { deal, pipeline, ownerLabel, routes, customFields = [], campaignName } = props\n  const stage = dealStageById(pipeline, deal.stageId)\n  const weighted = weightedDealAmountCents(deal, stage)\n  const probability = dealProbability(deal, stage)\n  const overridden = typeof readDealProbability(deal.probability) === 'number'\n  const createdMs = timestampMs(deal.createdAt)\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.25}>\n        <Row label=\"Amount\">\n          {typeof deal.amountCents === 'number'\n            ? formatMoney(deal.amountCents, deal.currency)\n            : 'Not set'}\n        </Row>\n        <Row label=\"Weighted value\">\n          {`${formatMoney(weighted, deal.currency)}` +\n            (deal.status === 'open' && stage && probability !== null ? ` at ${probability}%` : '')}\n        </Row>\n        <Row label=\"Probability\">\n          {probability === null\n            ? 'Not set'\n            : overridden && stage\n              ? `${probability}% · from stage: ${stage.probability}%`\n              : `${probability}%`}\n        </Row>\n        <Row label=\"Forecast category\">\n          {CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)]}\n        </Row>\n        <Row label=\"Expected close\">\n          {typeof deal.expectedCloseAtMs === 'number'\n            ? new Date(deal.expectedCloseAtMs).toLocaleDateString()\n            : 'Not set'}\n        </Row>\n        <Row label=\"Type\">{deal.type || 'Not set'}</Row>\n        <Row label=\"Lead source\">{deal.leadSource || 'Not set'}</Row>\n        <Row label=\"Next step\">{deal.nextStep || 'Not set'}</Row>\n        <Row label=\"Owner\">{ownerLabel || 'Nobody yet'}</Row>\n        <Row label=\"Contact\">\n          {deal.contactId ? (\n            <AppLink href={routes.contact(deal.contactId)}>\n              {deal.contactName || 'Open contact'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Company\">\n          {deal.companyId ? (\n            <AppLink href={routes.company(deal.companyId)}>\n              {deal.companyName || 'Open company'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Campaign\">{campaignName || 'None'}</Row>\n        <Row label=\"Pipeline\">{pipeline?.name ?? deal.pipelineId}</Row>\n        <Row label=\"Created\">\n          {createdMs ? new Date(createdMs).toLocaleDateString() : '—'}\n        </Row>\n        {deal.notes ? (\n          <Row label=\"Notes\">\n            <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap' }}>\n              {deal.notes}\n            </Typography>\n          </Row>\n        ) : null}\n        {/*\n          The org's own deal fields (AGL-2661), after the built-in ones under\n          \"More fields\", as a record's Details keep them; none defined, none\n          drawn.\n        */}\n        {customFields.length ? (\n          <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n            {'More fields'}\n          </Typography>\n        ) : null}\n        {customFields.map((definition) => {\n          const text = formatContactCustomValue(definition, deal.custom?.[definition.key])\n          return (\n            <Row key={definition.key} label={definition.label || definition.key}>\n              {text && definition.type === 'url' ? (\n                <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n                  {text}\n                </Link>\n              ) : (\n                text || 'Not set'\n              )}\n            </Row>\n          )\n        })}\n      </Stack>\n    </CardDisplay>\n  )\n}\nDealPropertiesCard.displayName = 'DealPropertiesCard'\n\nexport default DealPropertiesCard\n"],"names":["CRM_FORECAST_CATEGORY_LABELS","dealForecastCategory","dealProbability","dealStageById","pluginDocsHelp","readDealProbability","weightedDealAmountCents","AppLink","CardDisplay","Link","Stack","Typography","formatContactCustomValue","formatMoney","timestampMs","Row","props","direction","spacing","sx","alignItems","variant","color","width","flexShrink","label","component","flex","minWidth","children","DealPropertiesCard","deal","pipeline","ownerLabel","routes","customFields","campaignName","stage","stageId","weighted","probability","overridden","createdMs","createdAt","header","help","anchor","contentGutterX","contentGutterY","amountCents","currency","status","expectedCloseAtMs","Date","toLocaleDateString","type","leadSource","nextStep","contactId","href","contact","contactName","companyId","company","companyName","name","pipelineId","notes","whiteSpace","length","pt","map","definition","text","custom","key","target","rel","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAEEA,4BAA4B,EAC5BC,oBAAoB,EACpBC,eAAe,EACfC,aAAa,EACbC,cAAc,EACdC,mBAAmB,EACnBC,uBAAuB,QAClB,eAAc;AACrB,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAEvD,SAASC,wBAAwB,QAAQ,8BAA0B;AACnE,SAEEC,WAAW,EAEXC,WAAW,QACN,+BAA2B;AAkBlC,SAASC,IAAIC,KAA6C;IACxD,qBACE,MAACN;QAAMO,WAAU;QAAMC,SAAS;QAAGC,IAAI;YAAEC,YAAY;QAAW;;0BAC9D,KAACT;gBACCU,SAAQ;gBACRC,OAAM;gBACNH,IAAI;oBAAEI,OAAO;oBAAKC,YAAY;gBAAE;0BAE/BR,MAAMS,KAAK;;0BAEd,KAACd;gBAAWU,SAAQ;gBAAQK,WAAU;gBAAMP,IAAI;oBAAEQ,MAAM;oBAAGC,UAAU;gBAAE;0BACpEZ,MAAMa,QAAQ;;;;AAIvB;AAEA;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBd,KAA8B;;IAC/D,MAAM,EAAEe,IAAI,EAAEC,QAAQ,EAAEC,UAAU,EAAEC,MAAM,EAAEC,eAAe,EAAE,EAAEC,YAAY,EAAE,GAAGpB;IAChF,MAAMqB,QAAQlC,cAAc6B,UAAUD,KAAKO,OAAO;IAClD,MAAMC,WAAWjC,wBAAwByB,MAAMM;IAC/C,MAAMG,cAActC,gBAAgB6B,MAAMM;IAC1C,MAAMI,aAAa,OAAOpC,oBAAoB0B,KAAKS,WAAW,MAAM;IACpE,MAAME,YAAY5B,YAAYiB,KAAKY,SAAS;IAC5C,qBACE,KAACnC;QACCoC,QAAQ;QACRC,MAAMzC,eAAe,SAAS;YAAE0C,QAAQ;QAAgB;QACxDC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACtC;YAAMQ,SAAS;;8BACd,KAACH;oBAAIU,OAAM;8BACR,OAAOM,KAAKkB,WAAW,KAAK,WACzBpC,YAAYkB,KAAKkB,WAAW,EAAElB,KAAKmB,QAAQ,IAC3C;;8BAEN,KAACnC;oBAAIU,OAAM;8BACR,GAAGZ,YAAY0B,UAAUR,KAAKmB,QAAQ,GAAG,GACvCnB,CAAAA,KAAKoB,MAAM,KAAK,UAAUd,SAASG,gBAAgB,OAAO,CAAC,IAAI,EAAEA,YAAY,CAAC,CAAC,GAAG,EAAC;;8BAExF,KAACzB;oBAAIU,OAAM;8BACRe,gBAAgB,OACb,YACAC,cAAcJ,QACZ,GAAGG,YAAY,gBAAgB,EAAEH,MAAMG,WAAW,CAAC,CAAC,CAAC,GACrD,GAAGA,YAAY,CAAC,CAAC;;8BAEzB,KAACzB;oBAAIU,OAAM;8BACRzB,4BAA4B,CAACC,qBAAqB8B,MAAMM,OAAO;;8BAElE,KAACtB;oBAAIU,OAAM;8BACR,OAAOM,KAAKqB,iBAAiB,KAAK,WAC/B,IAAIC,KAAKtB,KAAKqB,iBAAiB,EAAEE,kBAAkB,KACnD;;8BAEN,KAACvC;oBAAIU,OAAM;8BAAQM,KAAKwB,IAAI,IAAI;;8BAChC,KAACxC;oBAAIU,OAAM;8BAAeM,KAAKyB,UAAU,IAAI;;8BAC7C,KAACzC;oBAAIU,OAAM;8BAAaM,KAAK0B,QAAQ,IAAI;;8BACzC,KAAC1C;oBAAIU,OAAM;8BAASQ,cAAc;;8BAClC,KAAClB;oBAAIU,OAAM;8BACRM,KAAK2B,SAAS,iBACb,KAACnD;wBAAQoD,MAAMzB,OAAO0B,OAAO,CAAC7B,KAAK2B,SAAS;kCACzC3B,KAAK8B,WAAW,IAAI;yBAGvB;;8BAGJ,KAAC9C;oBAAIU,OAAM;8BACRM,KAAK+B,SAAS,iBACb,KAACvD;wBAAQoD,MAAMzB,OAAO6B,OAAO,CAAChC,KAAK+B,SAAS;kCACzC/B,KAAKiC,WAAW,IAAI;yBAGvB;;8BAGJ,KAACjD;oBAAIU,OAAM;8BAAYW,gBAAgB;;8BACvC,KAACrB;oBAAIU,OAAM;sCAAYO,4BAAAA,SAAUiC,IAAI,mBAAIlC,KAAKmC,UAAU;;8BACxD,KAACnD;oBAAIU,OAAM;8BACRiB,YAAY,IAAIW,KAAKX,WAAWY,kBAAkB,KAAK;;gBAEzDvB,KAAKoC,KAAK,iBACT,KAACpD;oBAAIU,OAAM;8BACT,cAAA,KAACd;wBAAWU,SAAQ;wBAAQF,IAAI;4BAAEiD,YAAY;wBAAW;kCACtDrC,KAAKoC,KAAK;;qBAGb;gBAMHhC,aAAakC,MAAM,iBAClB,KAAC1D;oBAAWU,SAAQ;oBAAYF,IAAI;wBAAEmD,IAAI;oBAAE;8BACzC;qBAED;gBACHnC,aAAaoC,GAAG,CAAC,CAACC;wBACiCzC;oBAAlD,MAAM0C,OAAO7D,yBAAyB4D,aAAYzC,eAAAA,KAAK2C,MAAM,qBAAX3C,YAAa,CAACyC,WAAWG,GAAG,CAAC;oBAC/E,qBACE,KAAC5D;wBAAyBU,OAAO+C,WAAW/C,KAAK,IAAI+C,WAAWG,GAAG;kCAChEF,QAAQD,WAAWjB,IAAI,KAAK,sBAC3B,KAAC9C;4BAAKkD,MAAMc;4BAAMG,QAAO;4BAASC,KAAI;sCACnCJ;6BAGHA,QAAQ;uBANFD,WAAWG,GAAG;gBAU5B;;;;AAIR;AACA7C,mBAAmBgD,WAAW,GAAG;AAEjC,eAAehD,mBAAkB"}

package/src/lib/components/deal-stage-card.d.ts

@@ -16,6 +16,10 @@ export interface DealStageCardProps {
  * verdict — Won or Lost, when, and why — and a way back: reopening is a
  * move into an open stage, which the route emits as `dealStageChanged` like
  * any other move.
+ *
+ * The line under the stepper reads the deal's own probability and forecast
+ * category (AGL-3516) — a move gives it the new stage's, which the route
+ * stamps, and the stepper says so on hover.
  */
 export declare function DealStageCard(props: DealStageCardProps): import("react").JSX.Element;
 export declare namespace DealStageCard {

package/src/lib/components/deal-stage-card.js

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { pluginDocsHelp } from "@aglyn/aglyn";
+import { CRM_FORECAST_CATEGORY_LABELS, dealForecastCategory, dealProbability, pluginDocsHelp } from "@aglyn/aglyn";
 import { mdiThumbDownOutline, mdiTrophyOutline } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
@@ -33,6 +33,10 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
  * verdict — Won or Lost, when, and why — and a way back: reopening is a
  * move into an open stage, which the route emits as `dealStageChanged` like
  * any other move.
+ *
+ * The line under the stepper reads the deal's own probability and forecast
+ * category (AGL-3516) — a move gives it the new stage's, which the route
+ * stamps, and the stepper says so on hover.
  */ export function DealStageCard(props) {
     const { deal, pipeline, api, nowMs } = props;
     const { enqueueSnackbar } = useSnackbar();
@@ -63,6 +67,9 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
     ]);
     const closed = deal.status !== 'open';
     const days = daysInStage(deal, nowMs);
+    const current = activeIndex === -1 ? null : stages[activeIndex];
+    const probability = dealProbability(deal, current);
+    const forecast = CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, current)];
     return /*#__PURE__*/ _jsxs(CardDisplay, {
         header: 'Stage',
         help: pluginDocsHelp('deals', {
@@ -169,6 +176,7 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
                         children: stages.map((stage, index)=>/*#__PURE__*/ _jsx(Step, {
                                 completed: index < activeIndex,
                                 children: /*#__PURE__*/ _jsx(StepButton, {
+                                    title: `Move here: ${stage.probability}% likely to close`,
                                     disabled: busy || stage.id === deal.stageId,
                                     onClick: ()=>void run(()=>api.moveToStage(deal, stage.id), `Moved to ${stage.name}`),
                                     children: stage.name
@@ -181,7 +189,7 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
                         sx: {
                             textAlign: 'center'
                         },
-                        children: activeIndex === -1 ? 'This deal sits in a stage the pipeline no longer has. Pick one above.' : `${days} ${days === 1 ? 'day' : 'days'} in ${stages[activeIndex].name} · ` + `${stages[activeIndex].probability}% likely to close`
+                        children: !current ? 'This deal sits in a stage the pipeline no longer has. Pick one above.' : `${days} ${days === 1 ? 'day' : 'days'} in ${current.name} · ` + `${probability != null ? probability : current.probability}% likely to close · ${forecast}`
                     })
                 ]
             }),

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Button,\n  Chip,\n  MenuItem,\n  Stack,\n  Step,\n  StepButton,\n  Stepper,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  daysInStage,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  api: DealStageApi\n  nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A stepper across the open stages — click one to move there — and the two\n * closing buttons. Every one of them calls the stage route, never Firestore:\n * the move is what an automation listens for, and the route is the only\n * writer that emits it. On a closed deal the stepper gives way to the\n * verdict — Won or Lost, when, and why — and a way back: reopening is a\n * move into an open stage, which the route emits as `dealStageChanged` like\n * any other move.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n  const { deal, pipeline, api, nowMs } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const [busy, setBusy] = useState(false)\n  const [losing, setLosing] = useState(false)\n  const stages = openStages(pipeline)\n  const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n\n  const run = useCallback(\n    async (request: () => Promise<unknown>, done: string) => {\n      setBusy(true)\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [enqueueSnackbar],\n  )\n\n  const closed = deal.status !== 'open'\n  const days = daysInStage(deal, nowMs)\n\n  return (\n    <CardDisplay\n      header={'Stage'}\n      help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n      HeaderProps={{\n        action: !closed ? (\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              size=\"small\"\n              color=\"success\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n              onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n            >\n              {'Won'}\n            </Button>\n            <Button\n              size=\"small\"\n              color=\"error\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n              onClick={() => setLosing(true)}\n            >\n              {'Lost'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n      contentGutterX\n      contentGutterY\n    >\n      {!pipeline ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n        </Typography>\n      ) : closed ? (\n        <Stack spacing={1.5}>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Chip\n              label={DEAL_STATUS_LABELS[deal.status]}\n              color={deal.status === 'won' ? 'success' : 'default'}\n            />\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {typeof deal.closedAtMs === 'number'\n                ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n                : 'Closed'}\n            </Typography>\n          </Stack>\n          {deal.status === 'lost' && deal.lostReason ? (\n            <Typography variant=\"body2\">{deal.lostReason}</Typography>\n          ) : null}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Reopen into\"\n            value=\"\"\n            disabled={busy}\n            onChange={(event) => {\n              const stageId = event.target.value\n              if (!stageId) return\n              void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n            }}\n            helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n            sx={{ maxWidth: 320 }}\n          >\n            <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n            {stages.map((stage) => (\n              <MenuItem key={stage.id} value={stage.id}>\n                {stage.name}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Stack>\n      ) : (\n        <Stack spacing={1.5}>\n          <Stepper nonLinear activeStep={activeIndex} alternativeLabel>\n            {stages.map((stage, index) => (\n              <Step key={stage.id} completed={index < activeIndex}>\n                <StepButton\n                  disabled={busy || stage.id === deal.stageId}\n                  onClick={() =>\n                    void run(\n                      () => api.moveToStage(deal, stage.id),\n                      `Moved to ${stage.name}`,\n                    )\n                  }\n                >\n                  {stage.name}\n                </StepButton>\n              </Step>\n            ))}\n          </Stepper>\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n            {activeIndex === -1\n              ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n              : `${days} ${days === 1 ? 'day' : 'days'} in ${stages[activeIndex].name} · ` +\n                `${stages[activeIndex].probability}% likely to close`}\n          </Typography>\n        </Stack>\n      )}\n      <LostReasonDialog\n        open={losing}\n        dealTitle={deal.title}\n        busy={busy}\n        onClose={() => setLosing(false)}\n        onConfirm={(reason) =>\n          void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n            (ok) => ok && setLosing(false),\n          )\n        }\n      />\n    </CardDisplay>\n  )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Button,\n  Chip,\n  MenuItem,\n  Stack,\n  Step,\n  StepButton,\n  Stepper,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  daysInStage,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  api: DealStageApi\n  nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A stepper across the open stages — click one to move there — and the two\n * closing buttons. Every one of them calls the stage route, never Firestore:\n * the move is what an automation listens for, and the route is the only\n * writer that emits it. On a closed deal the stepper gives way to the\n * verdict — Won or Lost, when, and why — and a way back: reopening is a\n * move into an open stage, which the route emits as `dealStageChanged` like\n * any other move.\n *\n * The line under the stepper reads the deal's own probability and forecast\n * category (AGL-3516) — a move gives it the new stage's, which the route\n * stamps, and the stepper says so on hover.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n  const { deal, pipeline, api, nowMs } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const [busy, setBusy] = useState(false)\n  const [losing, setLosing] = useState(false)\n  const stages = openStages(pipeline)\n  const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n\n  const run = useCallback(\n    async (request: () => Promise<unknown>, done: string) => {\n      setBusy(true)\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [enqueueSnackbar],\n  )\n\n  const closed = deal.status !== 'open'\n  const days = daysInStage(deal, nowMs)\n  const current = activeIndex === -1 ? null : stages[activeIndex]\n  const probability = dealProbability(deal, current)\n  const forecast = CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, current)]\n\n  return (\n    <CardDisplay\n      header={'Stage'}\n      help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n      HeaderProps={{\n        action: !closed ? (\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              size=\"small\"\n              color=\"success\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n              onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n            >\n              {'Won'}\n            </Button>\n            <Button\n              size=\"small\"\n              color=\"error\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n              onClick={() => setLosing(true)}\n            >\n              {'Lost'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n      contentGutterX\n      contentGutterY\n    >\n      {!pipeline ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n        </Typography>\n      ) : closed ? (\n        <Stack spacing={1.5}>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Chip\n              label={DEAL_STATUS_LABELS[deal.status]}\n              color={deal.status === 'won' ? 'success' : 'default'}\n            />\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {typeof deal.closedAtMs === 'number'\n                ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n                : 'Closed'}\n            </Typography>\n          </Stack>\n          {deal.status === 'lost' && deal.lostReason ? (\n            <Typography variant=\"body2\">{deal.lostReason}</Typography>\n          ) : null}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Reopen into\"\n            value=\"\"\n            disabled={busy}\n            onChange={(event) => {\n              const stageId = event.target.value\n              if (!stageId) return\n              void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n            }}\n            helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n            sx={{ maxWidth: 320 }}\n          >\n            <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n            {stages.map((stage) => (\n              <MenuItem key={stage.id} value={stage.id}>\n                {stage.name}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Stack>\n      ) : (\n        <Stack spacing={1.5}>\n          <Stepper nonLinear activeStep={activeIndex} alternativeLabel>\n            {stages.map((stage, index) => (\n              <Step key={stage.id} completed={index < activeIndex}>\n                <StepButton\n                  title={`Move here: ${stage.probability}% likely to close`}\n                  disabled={busy || stage.id === deal.stageId}\n                  onClick={() =>\n                    void run(\n                      () => api.moveToStage(deal, stage.id),\n                      `Moved to ${stage.name}`,\n                    )\n                  }\n                >\n                  {stage.name}\n                </StepButton>\n              </Step>\n            ))}\n          </Stepper>\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n            {!current\n              ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n              : `${days} ${days === 1 ? 'day' : 'days'} in ${current.name} · ` +\n                `${probability ?? current.probability}% likely to close · ${forecast}`}\n          </Typography>\n        </Stack>\n      )}\n      <LostReasonDialog\n        open={losing}\n        dealTitle={deal.title}\n        busy={busy}\n        onClose={() => setLosing(false)}\n        onConfirm={(reason) =>\n          void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n            (ok) => ok && setLosing(false),\n          )\n        }\n      />\n    </CardDisplay>\n  )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default DealStageCard\n"],"names":["CRM_FORECAST_CATEGORY_LABELS","dealForecastCategory","dealProbability","pluginDocsHelp","mdiThumbDownOutline","mdiTrophyOutline","CardDisplay","MdiIcon","useSnackbar","Button","Chip","MenuItem","Stack","Step","StepButton","Stepper","TextField","Typography","useCallback","useState","daysInStage","DEAL_STATUS_LABELS","openStages","LostReasonDialog","DealStageCard","props","deal","pipeline","api","nowMs","enqueueSnackbar","busy","setBusy","losing","setLosing","stages","activeIndex","findIndex","stage","id","stageId","run","request","done","variant","persist","error","Error","message","allowDuplicate","closed","status","days","current","probability","forecast","header","help","anchor","HeaderProps","action","direction","spacing","size","color","disabled","startIcon","path","onClick","markWon","contentGutterX","contentGutterY","sx","alignItems","label","closedAtMs","Date","toLocaleDateString","lostReason","select","value","onChange","event","target","moveToStage","helperText","maxWidth","map","name","nonLinear","activeStep","alternativeLabel","index","completed","title","textAlign","open","dealTitle","onClose","onConfirm","reason","markLost","then","ok","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,4BAA4B,EAC5BC,oBAAoB,EACpBC,eAAe,EACfC,cAAc,QACT,eAAc;AACrB,SAASC,mBAAmB,EAAEC,gBAAgB,QAAQ,yBAAwB;AAC9E,SAASC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AAC3D,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,MAAM,EACNC,IAAI,EACJC,QAAQ,EACRC,KAAK,EACLC,IAAI,EACJC,UAAU,EACVC,OAAO,EACPC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAE7C,SACEC,WAAW,EACXC,kBAAkB,EAElBC,UAAU,QAEL,+BAA2B;AAClC,SAASC,gBAAgB,QAAQ,0BAAsB;AASvD;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,cAAcC,KAAyB;IACrD,MAAM,EAAEC,IAAI,EAAEC,QAAQ,EAAEC,GAAG,EAAEC,KAAK,EAAE,GAAGJ;IACvC,MAAM,EAAEK,eAAe,EAAE,GAAGtB;IAC5B,MAAM,CAACuB,MAAMC,QAAQ,GAAGb,SAAS;IACjC,MAAM,CAACc,QAAQC,UAAU,GAAGf,SAAS;IACrC,MAAMgB,SAASb,WAAWK;IAC1B,MAAMS,cAAcD,OAAOE,SAAS,CAAC,CAACC,QAAUA,MAAMC,EAAE,KAAKb,KAAKc,OAAO;IAEzE,MAAMC,MAAMvB,YACV,OAAOwB,SAAiCC;QACtCX,QAAQ;QACR,IAAI;YACF,MAAMU;YACNZ,gBAAgBa,MAAM;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOC,OAAO;YACdhB,gBACEgB,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,gCACzC;gBAAEJ,SAAS;gBAAWK,gBAAgB;YAAK;YAE7C,OAAO;QACT,SAAU;YACRjB,QAAQ;QACV;IACF,GACA;QAACF;KAAgB;IAGnB,MAAMoB,SAASxB,KAAKyB,MAAM,KAAK;IAC/B,MAAMC,OAAOhC,YAAYM,MAAMG;IAC/B,MAAMwB,UAAUjB,gBAAgB,CAAC,IAAI,OAAOD,MAAM,CAACC,YAAY;IAC/D,MAAMkB,cAAcpD,gBAAgBwB,MAAM2B;IAC1C,MAAME,WAAWvD,4BAA4B,CAACC,qBAAqByB,MAAM2B,SAAS;IAElF,qBACE,MAAC/C;QACCkD,QAAQ;QACRC,MAAMtD,eAAe,SAAS;YAAEuD,QAAQ;QAA6B;QACrEC,aAAa;YACXC,QAAQ,CAACV,uBACP,MAACtC;gBAAMiD,WAAU;gBAAMC,SAAS;;kCAC9B,KAACrD;wBACCsD,MAAK;wBACLC,OAAM;wBACNpB,SAAQ;wBACRqB,UAAUlC,QAAQ,CAACJ;wBACnBuC,yBAAW,KAAC3D;4BAAQ4D,MAAM9D,iBAAiB8D,IAAI;4BAAEJ,MAAM;;wBACvDK,SAAS,IAAM,KAAK3B,IAAI,IAAMb,IAAIyC,OAAO,CAAC3C,OAAO;kCAEhD;;kCAEH,KAACjB;wBACCsD,MAAK;wBACLC,OAAM;wBACNpB,SAAQ;wBACRqB,UAAUlC,QAAQ,CAACJ;wBACnBuC,yBAAW,KAAC3D;4BAAQ4D,MAAM/D,oBAAoB+D,IAAI;4BAAEJ,MAAM;;wBAC1DK,SAAS,IAAMlC,UAAU;kCAExB;;;iBAGH;QACN;QACAoC,cAAc;QACdC,cAAc;;YAEb,CAAC5C,yBACA,KAACV;gBAAW2B,SAAQ;gBAAQoB,OAAM;0BAC/B;iBAEDd,uBACF,MAACtC;gBAAMkD,SAAS;;kCACd,MAAClD;wBAAMiD,WAAU;wBAAMC,SAAS;wBAAGU,IAAI;4BAAEC,YAAY;wBAAS;;0CAC5D,KAAC/D;gCACCgE,OAAOrD,kBAAkB,CAACK,KAAKyB,MAAM,CAAC;gCACtCa,OAAOtC,KAAKyB,MAAM,KAAK,QAAQ,YAAY;;0CAE7C,KAAClC;gCAAW2B,SAAQ;gCAAQoB,OAAM;0CAC/B,OAAOtC,KAAKiD,UAAU,KAAK,WACxB,CAAC,OAAO,EAAE,IAAIC,KAAKlD,KAAKiD,UAAU,EAAEE,kBAAkB,IAAI,GAC1D;;;;oBAGPnD,KAAKyB,MAAM,KAAK,UAAUzB,KAAKoD,UAAU,iBACxC,KAAC7D;wBAAW2B,SAAQ;kCAASlB,KAAKoD,UAAU;yBAC1C;kCACJ,MAAC9D;wBACC+D,MAAM;wBACNhB,MAAK;wBACLW,OAAM;wBACNM,OAAM;wBACNf,UAAUlC;wBACVkD,UAAU,CAACC;4BACT,MAAM1C,UAAU0C,MAAMC,MAAM,CAACH,KAAK;4BAClC,IAAI,CAACxC,SAAS;4BACd,KAAKC,IAAI,IAAMb,IAAIwD,WAAW,CAAC1D,MAAMc,UAAU;wBACjD;wBACA6C,YAAW;wBACXb,IAAI;4BAAEc,UAAU;wBAAI;;0CAEpB,KAAC3E;gCAASqE,OAAM;0CAAI;;4BACnB7C,OAAOoD,GAAG,CAAC,CAACjD,sBACX,KAAC3B;oCAAwBqE,OAAO1C,MAAMC,EAAE;8CACrCD,MAAMkD,IAAI;mCADElD,MAAMC,EAAE;;;;+BAO7B,MAAC3B;gBAAMkD,SAAS;;kCACd,KAAC/C;wBAAQ0E,SAAS;wBAACC,YAAYtD;wBAAauD,gBAAgB;kCACzDxD,OAAOoD,GAAG,CAAC,CAACjD,OAAOsD,sBAClB,KAAC/E;gCAAoBgF,WAAWD,QAAQxD;0CACtC,cAAA,KAACtB;oCACCgF,OAAO,CAAC,WAAW,EAAExD,MAAMgB,WAAW,CAAC,iBAAiB,CAAC;oCACzDW,UAAUlC,QAAQO,MAAMC,EAAE,KAAKb,KAAKc,OAAO;oCAC3C4B,SAAS,IACP,KAAK3B,IACH,IAAMb,IAAIwD,WAAW,CAAC1D,MAAMY,MAAMC,EAAE,GACpC,CAAC,SAAS,EAAED,MAAMkD,IAAI,EAAE;8CAI3BlD,MAAMkD,IAAI;;+BAXJlD,MAAMC,EAAE;;kCAgBvB,KAACtB;wBAAW2B,SAAQ;wBAAQoB,OAAM;wBAAiBQ,IAAI;4BAAEuB,WAAW;wBAAS;kCAC1E,CAAC1C,UACE,0EACA,GAAGD,KAAK,CAAC,EAAEA,SAAS,IAAI,QAAQ,OAAO,IAAI,EAAEC,QAAQmC,IAAI,CAAC,GAAG,CAAC,GAC9D,GAAGlC,sBAAAA,cAAeD,QAAQC,WAAW,CAAC,oBAAoB,EAAEC,UAAU;;;;0BAIhF,KAAChC;gBACCyE,MAAM/D;gBACNgE,WAAWvE,KAAKoE,KAAK;gBACrB/D,MAAMA;gBACNmE,SAAS,IAAMhE,UAAU;gBACzBiE,WAAW,CAACC,SACV,KAAK3D,IAAI,IAAMb,IAAIyE,QAAQ,CAAC3E,MAAM0E,SAAS,oBAAoBE,IAAI,CACjE,CAACC,KAAOA,MAAMrE,UAAU;;;;AAMpC;AACAV,cAAcgF,WAAW,GAAG;AAE5B,eAAehF,cAAa"}

package/src/lib/components/deals-bulk-bar.d.ts

@@ -1,7 +1,6 @@
 import type { DealStageApi } from '../hooks/use-deal-stage-api';
 import type { OrgMemberDirectory } from '../hooks/use-org-member-directory';
 import { type DealDoc, type PipelineDoc } from '../model/deal-board-model';
-import { type DealCsvOptions } from '../model/deals-csv';
 export interface DealsBulkBarProps {
     /**
      * The site whose activity feed the bar's acts are logged in, or `null`
@@ -21,8 +20,6 @@ export interface DealsBulkBarProps {
     roster: OrgMemberDirectory;
     /** The one door a stage change goes through. */
     api: DealStageApi;
-    /** How the export names the pipeline, the stage and the owner — the table's own. */
-    csv?: DealCsvOptions;
 }
 export declare function DealsBulkBar(props: DealsBulkBarProps): import("react").JSX.Element;
 export declare namespace DealsBulkBar {

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

@@ -41,12 +41,11 @@ import { Button, MenuItem, TextField, Typography } from "@mui/material";
 import { deleteField, doc } from "firebase/firestore";
 import { useCallback, useMemo, useState } from "react";
 import { useCrmBulkApply } from "../hooks/use-crm-bulk-apply.js";
-import { downloadTextFile } from "../model/contacts-csv.js";
 import { crmBulkWriters, runCrmBulkCalls, runCrmBulkWrites } from "../model/crm-bulk-writes.js";
 import { closingStage, openStages } from "../model/deal-board-model.js";
-import { dealsCsv } from "../model/deals-csv.js";
 import { CrmBulkBarFrame, CrmBulkValueDialog, countNoun } from "./crm-bulk-bar-frame.js";
-import CrmExportAllButton from "./crm-export-all-button.js";
+import { CrmExportButton } from "./crm-transfer-buttons.js";
+import { CRM_DEALS_RESOURCE } from "../transfer/fields.js";
 import { LostReasonDialog } from "./lost-reason-dialog.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 const NOUN = {
@@ -64,9 +63,9 @@ export function DealsBulkBar(props) {
 }
 DealsBulkBar.displayName = 'DealsBulkBar';
 function DealsBulkBarBody(props) {
-    var _ref, _roster_error, _ref1, _ref2;
+    var _ref, _roster_error, _ref1;
     var _selectedRows_;
-    const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } = props;
+    const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api } = props;
     const firestore = useFirestore();
     const { confirm } = useConfirmationContext();
     const followUpSharing = useCrmSharingFollowUp(hostId != null ? hostId : null, (_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null);
@@ -189,12 +188,6 @@ function DealsBulkBarBody(props) {
         api,
         runCalls
     ]);
-    const handleExport = useCallback(()=>{
-        downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv));
-    }, [
-        selectedRows,
-        csv
-    ]);
     const handleDelete = useCallback(async ()=>{
         if (!scope || !selectedRows.length) return;
         const count = selectedRows.length;
@@ -320,16 +313,10 @@ function DealsBulkBarBody(props) {
                 onClick: ()=>setLosing(true),
                 children: 'Mark lost'
             }),
-            /*#__PURE__*/ _jsx(Button, {
-                size: "small",
-                disabled: busy,
-                onClick: handleExport,
-                children: 'Export CSV'
-            }),
-            /*#__PURE__*/ _jsx(CrmExportAllButton, {
-                resource: "deals",
-                orgId: (_ref2 = scope == null ? void 0 : scope[1]) != null ? _ref2 : null,
+            /*#__PURE__*/ _jsx(CrmExportButton, {
+                resource: CRM_DEALS_RESOURCE,
                 hostId: hostId,
+                selection: selectedRows.map((row)=>row.$id),
                 disabled: busy
             }),
             /*#__PURE__*/ _jsx(Button, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the deals table, for whatever rows are ticked (AGL-2621).\n *\n * Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n *\n * ## Set stage needs one pipeline\n *\n * A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n */\n\nimport { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type DealDoc,\n  type PipelineDoc,\n  closingStage,\n  openStages,\n} from '../model/deal-board-model'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface DealsBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and the org's feed takes one line for the action instead (AGL-2634);\n   * a stage move runs as the org there and is logged per deal by the route.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly DealDoc[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The pipeline a deal's `pipelineId` names, for the stage list. */\n  pipelineById: (id: string | undefined) => PipelineDoc | null\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberDirectory\n  /** The one door a stage change goes through. */\n  api: DealStageApi\n  /** How the export names the pipeline, the stage and the owner — the table's own. */\n  csv?: DealCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  stage: 'Set the stage',\n  owner: 'Set the owner',\n}\n\n/** The label a report lists a deal under. */\nconst labelOf = (deal: DealDoc): string => deal.title || 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } =\n    props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const followUpSharing = useCrmSharingFollowUp(hostId ?? null, scope?.[1] ?? null)\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  /*\n   * The one pipeline the selection is in, or `null` when it spans more\n   * than one — in which case Set stage has no list to offer.\n   */\n  const pipeline = useMemo(() => {\n    const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n    return ids.size === 1 ? pipelineById([...ids][0]) : null\n  }, [selectedRows, pipelineById])\n  const stages = useMemo(() => {\n    if (!pipeline) return []\n    const won = closingStage(pipeline, 'won')\n    return [...openStages(pipeline), ...(won ? [won] : [])]\n  }, [pipeline])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  const [losing, setLosing] = useState(false)\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: async () => {\n          const outcome = await runCrmBulkWrites(writers, plan.writes, (write) => write.label)\n          // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).\n          followUpSharing(\n            'deals',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => write.id),\n          )\n          return outcome\n        },\n        done,\n      }),\n    [apply, writers, followUpSharing],\n  )\n\n  /** One route request per deal, in order, named by title. */\n  const runCalls = useCallback(\n    (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n      apply({\n        attempted: selectedRows.length,\n        skipped: [],\n        job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n        done,\n        // The stage route writes the org's line per deal (AGL-2634).\n        loggedByRoute: true,\n      }),\n    [apply, selectedRows],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const action = pending\n    setPending(null)\n    if (action === 'stage') {\n      const stage = dealStageById(pipeline, value)\n      if (!stage) return\n      await runCalls(\n        (deal) => api.moveToStage(deal, stage.id),\n        (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n      )\n      return\n    }\n    const nowMs = Date.now()\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'update',\n      data: {\n        ownerUid: value ? value : deleteField(),\n        updatedAt: new Date(nowMs),\n      },\n    }))\n    await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n  }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n  const handleLost = useCallback(\n    async (reason: string) => {\n      setLosing(false)\n      await runCalls(\n        (deal) => api.markLost(deal, reason),\n        (count) => `Marked ${countNoun(count, NOUN)} lost`,\n      )\n    },\n    [api, runCalls],\n  )\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n        'with their notes. The contacts and the companies they name are not ' +\n        'touched.',\n      confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'delete',\n    }))\n    const outcome = await runPlan(\n      { writes, skipped: [] },\n      (done) => `Deleted ${countNoun(done, NOUN)}`,\n    )\n    // One line per deal that went, as its own page would write.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    for (const deal of selectedRows) {\n      if (!refused.has(labelOf(deal))) {\n        logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      }\n    }\n    onSelectedChange(\n      selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n    )\n  }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <>\n          <CrmBulkValueDialog\n            open={pending !== null}\n            title={pending ? ACTION_TITLES[pending] : ''}\n            count={selected.length}\n            noun={NOUN}\n            busy={busy}\n            canApply={pending === 'owner' || Boolean(value)}\n            onClose={() => setPending(null)}\n            onApply={() => void handleApply()}\n          >\n            {pending === 'stage' ? (\n              pipeline ? (\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={value}\n                  onChange={(event) => setValue(event.target.value)}\n                  helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n                >\n                  {stages.map((stage) => (\n                    <MenuItem key={stage.id} value={stage.id}>\n                      {stage.name}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              ) : (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {'The selected deals are in different pipelines, so there is ' +\n                    'no one list of stages to move them to. Select deals from ' +\n                    'one pipeline.'}\n                </Typography>\n              )\n            ) : pending === 'owner' ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Owner\"\n                value={value}\n                onChange={(event) => setValue(event.target.value)}\n                disabled={roster.loading}\n                error={Boolean(roster.error)}\n                helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n              >\n                <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n                {roster.members.map((member) => (\n                  <MenuItem key={member.uid} value={member.uid}>\n                    {crmMemberPickerLabel(member)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </CrmBulkValueDialog>\n          <LostReasonDialog\n            open={losing}\n            dealTitle={selectedRows[0]?.title ?? ''}\n            count={selectedRows.length}\n            busy={busy}\n            onClose={() => setLosing(false)}\n            onConfirm={(reason) => void handleLost(reason)}\n          />\n        </>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('stage')}>\n        {'Set stage'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => setLosing(true)}>\n        {'Mark lost'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"deals\"\n        orgId={scope?.[1] ?? null}\n        hostId={hostId}\n        disabled={busy}\n      />\n      <Button\n        size=\"small\"\n        color=\"error\"\n        disabled={busy || !scope}\n        onClick={() => void handleDelete()}\n      >\n        {'Delete'}\n      </Button>\n    </CrmBulkBarFrame>\n  )\n}\nDealsBulkBarBody.displayName = 'DealsBulkBarBody'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the deals table, for whatever rows are ticked (AGL-2621).\n *\n * Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n *\n * ## Set stage needs one pipeline\n *\n * A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n */\n\nimport { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type DealDoc,\n  type PipelineDoc,\n  closingStage,\n  openStages,\n} from '../model/deal-board-model'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport { CrmExportButton } from './crm-transfer-buttons'\nimport { CRM_DEALS_RESOURCE } from '../transfer/fields'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface DealsBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and the org's feed takes one line for the action instead (AGL-2634);\n   * a stage move runs as the org there and is logged per deal by the route.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly DealDoc[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The pipeline a deal's `pipelineId` names, for the stage list. */\n  pipelineById: (id: string | undefined) => PipelineDoc | null\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberDirectory\n  /** The one door a stage change goes through. */\n  api: DealStageApi\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  stage: 'Set the stage',\n  owner: 'Set the owner',\n}\n\n/** The label a report lists a deal under. */\nconst labelOf = (deal: DealDoc): string => deal.title || 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api } =\n    props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const followUpSharing = useCrmSharingFollowUp(hostId ?? null, scope?.[1] ?? null)\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  /*\n   * The one pipeline the selection is in, or `null` when it spans more\n   * than one — in which case Set stage has no list to offer.\n   */\n  const pipeline = useMemo(() => {\n    const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n    return ids.size === 1 ? pipelineById([...ids][0]) : null\n  }, [selectedRows, pipelineById])\n  const stages = useMemo(() => {\n    if (!pipeline) return []\n    const won = closingStage(pipeline, 'won')\n    return [...openStages(pipeline), ...(won ? [won] : [])]\n  }, [pipeline])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  const [losing, setLosing] = useState(false)\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: async () => {\n          const outcome = await runCrmBulkWrites(writers, plan.writes, (write) => write.label)\n          // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).\n          followUpSharing(\n            'deals',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => write.id),\n          )\n          return outcome\n        },\n        done,\n      }),\n    [apply, writers, followUpSharing],\n  )\n\n  /** One route request per deal, in order, named by title. */\n  const runCalls = useCallback(\n    (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n      apply({\n        attempted: selectedRows.length,\n        skipped: [],\n        job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n        done,\n        // The stage route writes the org's line per deal (AGL-2634).\n        loggedByRoute: true,\n      }),\n    [apply, selectedRows],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const action = pending\n    setPending(null)\n    if (action === 'stage') {\n      const stage = dealStageById(pipeline, value)\n      if (!stage) return\n      await runCalls(\n        (deal) => api.moveToStage(deal, stage.id),\n        (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n      )\n      return\n    }\n    const nowMs = Date.now()\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'update',\n      data: {\n        ownerUid: value ? value : deleteField(),\n        updatedAt: new Date(nowMs),\n      },\n    }))\n    await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n  }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n  const handleLost = useCallback(\n    async (reason: string) => {\n      setLosing(false)\n      await runCalls(\n        (deal) => api.markLost(deal, reason),\n        (count) => `Marked ${countNoun(count, NOUN)} lost`,\n      )\n    },\n    [api, runCalls],\n  )\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n        'with their notes. The contacts and the companies they name are not ' +\n        'touched.',\n      confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'delete',\n    }))\n    const outcome = await runPlan(\n      { writes, skipped: [] },\n      (done) => `Deleted ${countNoun(done, NOUN)}`,\n    )\n    // One line per deal that went, as its own page would write.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    for (const deal of selectedRows) {\n      if (!refused.has(labelOf(deal))) {\n        logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      }\n    }\n    onSelectedChange(\n      selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n    )\n  }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <>\n          <CrmBulkValueDialog\n            open={pending !== null}\n            title={pending ? ACTION_TITLES[pending] : ''}\n            count={selected.length}\n            noun={NOUN}\n            busy={busy}\n            canApply={pending === 'owner' || Boolean(value)}\n            onClose={() => setPending(null)}\n            onApply={() => void handleApply()}\n          >\n            {pending === 'stage' ? (\n              pipeline ? (\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={value}\n                  onChange={(event) => setValue(event.target.value)}\n                  helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n                >\n                  {stages.map((stage) => (\n                    <MenuItem key={stage.id} value={stage.id}>\n                      {stage.name}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              ) : (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {'The selected deals are in different pipelines, so there is ' +\n                    'no one list of stages to move them to. Select deals from ' +\n                    'one pipeline.'}\n                </Typography>\n              )\n            ) : pending === 'owner' ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Owner\"\n                value={value}\n                onChange={(event) => setValue(event.target.value)}\n                disabled={roster.loading}\n                error={Boolean(roster.error)}\n                helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n              >\n                <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n                {roster.members.map((member) => (\n                  <MenuItem key={member.uid} value={member.uid}>\n                    {crmMemberPickerLabel(member)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </CrmBulkValueDialog>\n          <LostReasonDialog\n            open={losing}\n            dealTitle={selectedRows[0]?.title ?? ''}\n            count={selectedRows.length}\n            busy={busy}\n            onClose={() => setLosing(false)}\n            onConfirm={(reason) => void handleLost(reason)}\n          />\n        </>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('stage')}>\n        {'Set stage'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => setLosing(true)}>\n        {'Mark lost'}\n      </Button>\n      {/* The selection through the export dialog: every field, chosen (AGL-3528). */}\n      <CrmExportButton\n        resource={CRM_DEALS_RESOURCE}\n        hostId={hostId}\n        selection={selectedRows.map((row) => row.$id)}\n        disabled={busy}\n      />\n      <Button\n        size=\"small\"\n        color=\"error\"\n        disabled={busy || !scope}\n        onClick={() => void handleDelete()}\n      >\n        {'Delete'}\n      </Button>\n    </CrmBulkBarFrame>\n  )\n}\nDealsBulkBarBody.displayName = 'DealsBulkBarBody'\n\nexport default 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package/src/lib/components/deals-section.d.ts

@@ -38,9 +38,9 @@ import { type ConsolePluginPageProps } from '@aglyn/aglyn';
  *
  * The table's rows are selectable, and a selection raises `DealsBulkBar`
  * over it — whose stage moves go through the same `useDealStageApi` as a
- * drag. Export CSV beside the status toggle writes the page through
- * `dealsCsv()`, naming the pipeline, the stage and the owner; the bar
- * writes the same file over the selection.
+ * drag. Import and Export open the console's import wizard and export
+ * dialog on `crm.deals` (AGL-3528): the export over the selection, the
+ * list's own query, or every deal.
  */
 export declare function DealsSection(props: ConsolePluginPageProps): import("react").JSX.Element;
 export declare namespace DealsSection {