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

package/src/lib/components/tasks-section.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.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 ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  type CrmViewFilterClause,\n  findOrgMember,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_PRIORITY_LABELS,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { TaskImportButton } from './task-import-drawer'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Kind',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Export CSV beside the view control\n * writes the view through `tasksCsv()`, naming the assignee and the linked\n * records; the bar writes the same file over the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({ value: kind, label: CRM_TASK_KIND_LABELS[kind] })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: CRM_TASK_PRIORITY_LABELS[priority],\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  const csvOptions: TaskCsvOptions = useMemo(\n    () => ({\n      assigneeEmail: (uid) => {\n        const member = findOrgMember(directory.members, uid)\n        return member?.email || member?.label || uid\n      },\n      recordName: nameOf,\n    }),\n    [directory.members, nameOf],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('tasks.csv', 'text/csv', tasksCsv(tasks, csvOptions))\n  }, [tasks, csvOptions])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              status: 'open',\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Kind',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => <TaskKindCell kind={row.kind} />,\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip priority={row.priority} />\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <TaskImportButton hostId={hostId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!tasks.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={() => setDrawer({ open: true, task: null })}\n              >\n                {'New task'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={list.plan.notices} />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n                csv={csvOptions}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.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 ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  crmPicklistShownLabel,\n  crmTaskPicklistLabels,\n  crmTaskStatusWrite,\n  type CrmViewFilterClause,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { useCrmTaskPicklists } from '../hooks/use-crm-task-picklists'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport {\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_TASKS_RESOURCE } from '../transfer/fields'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Type',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Import and Export open the console's\n * wizard and dialog on `crm.tasks` (AGL-3528); the export reads the view's\n * own query, and the bar opens it on the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const picklists = useCrmTaskPicklists(orgId)\n  /*\n   * Type and Priority filter on the MEANING the query holds (AGL-3517), so\n   * each option is a meaning, named by the org's label for it.\n   */\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({\n        value: kind,\n        label: crmPicklistShownLabel(picklists.type, kind, null),\n      })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: crmPicklistShownLabel(picklists.priority, priority, null),\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members, picklists.type, picklists.priority],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  // The view and its filters, for the export to read the same tasks the list does (AGL-3528).\n  const exportFilter = useMemo(() => ({ label: 'what the list shows', plan: list.plan }), [list.plan])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              // Open again, with the label a new task starts with (AGL-3517).\n              ...crmTaskStatusWrite(picklists.status, false),\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar, picklists.status],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Type',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskKindCell kind={row.kind} label={crmTaskPicklistLabels(row, picklists).type} />\n        ),\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip\n            priority={row.priority}\n            label={crmTaskPicklistLabels(row, picklists).priority}\n          />\n        ),\n      },\n      {\n        // The org's status label (AGL-3517); the checkbox is the open/done half.\n        field: 'statusLabel',\n        headerName: 'Status',\n        width: 150,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          crmTaskPicklistLabels(row, picklists).status,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.status === 'done' ? 'text.secondary' : undefined}\n            noWrap\n          >\n            {crmTaskPicklistLabels(row, picklists).status}\n          </Typography>\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope, picklists],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_TASKS_RESOURCE} noun=\"tasks\" hostId={hostId} />\n              <CrmExportButton resource={CRM_TASKS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={() => setDrawer({ open: true, task: null })}\n              >\n                {'New task'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={list.plan.notices} />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  picklists={picklists}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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package/src/lib/constants/api-routes.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { CrmActionRecipeId } from '@aglyn/aglyn';
+import type { CrmActionRecipeId } from '../model/crm-recipes';
 /**
  * The CRM plugin's console API routes, as the dispatcher keys them.
  *
@@ -88,13 +88,6 @@ export declare const CRM_API_ROUTES: {
      * `server/inbound-route.ts`.
      */
     readonly inbound: "crm/inbound";
-    /**
-     * `GET` — one of the organization's CRM collections, or a site's leads,
-     * as a CSV streamed over every row (AGL-2662); the contacts and leads
-     * files are every workspace's (a portability route), see
-     * `server/export-route.ts`.
-     */
-    readonly export: "crm/export";
 };
 /**
  * One site's answer to `crm/recipe-status` (AGL-2639).
@@ -115,7 +108,7 @@ export interface CrmRecipeInstallRequest {
     hostId: string;
     orgId?: string;
     recipeId: CrmActionRecipeId;
-    /** The site's form a recipe that `needs: 'form'` is keyed on. */
+    /** The site's form a recipe that picks one (`picks: 'form'`) is keyed on. */
     formId?: string;
 }
 /** What a successful `crm/recipe-install` answers with. */

package/src/lib/constants/api-routes.js

@@ -72,13 +72,7 @@
    * `POST` — the mail provider's signed notice of a message received at a
    * capture address (AGL-2657); a machine's route, see
    * `server/inbound-route.ts`.
-   */ inbound: 'crm/inbound',
-    /**
-   * `GET` — one of the organization's CRM collections, or a site's leads,
-   * as a CSV streamed over every row (AGL-2662); the contacts and leads
-   * files are every workspace's (a portability route), see
-   * `server/export-route.ts`.
-   */ export: 'crm/export'
+   */ inbound: 'crm/inbound'
 };
 /**
  * What an organization-level activity line may point at: the CRM's record

package/src/lib/constants/api-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/api-routes.ts"],"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\nimport type { CrmActionRecipeId } from '@aglyn/aglyn'\n\n/**\n * The CRM plugin's console API routes, as the dispatcher keys them.\n *\n * One file both halves import, because the server registers the path and\n * the client fetches it, and a route spelled twice is a route that 404s\n * the day one spelling changes. Client-safe: constants only.\n */\nexport const CRM_API_ROUTES = {\n  ping: 'crm/ping',\n  /**\n   * `POST` — moves one contact to a lifecycle stage, or clears it; see\n   * `server.ts`.\n   */\n  contactStage: 'crm/contact-stage',\n  /**\n   * `POST` — one holder's profile fields on one or more contacts (AGL-2804):\n   * every facet write the console makes; see `server/contact-update.ts`.\n   */\n  contactUpdate: 'crm/contact-update',\n  /**\n   * `POST` — lets one or more contacts go from a site, or deletes them once\n   * nobody else holds them, keeping every marketing refusal they held\n   * (AGL-3338); see `server/contact-remove.ts`.\n   */\n  contactRemove: 'crm/contact-remove',\n  /**\n   * `POST` — unlinks the contacts that name a company, then deletes it\n   * (AGL-2804); see `server/company-delete.ts`.\n   */\n  companyDelete: 'crm/company-delete',\n  /** `POST` — one email to one person from a record; see `server/email-send.ts`. */\n  emailSend: 'crm/email-send',\n  /**\n   * `POST` — one line in the ORGANIZATION's activity feed for an act the\n   * org-level hub performed client-direct (AGL-2634); see\n   * `server/org-activity.ts`.\n   */\n  orgActivity: 'crm/org-activity',\n  /**\n   * `POST` — installs one recipe's action on one site (AGL-2639): the\n   * server builds it, stamps it and writes it into the site's actions;\n   * see `server/recipe-routes.ts`.\n   */\n  recipeInstall: 'crm/recipe-install',\n  /**\n   * `POST` — which recipes each of the organization's sites carries\n   * (AGL-2639), read off the stamps; see `server/recipe-routes.ts`.\n   */\n  recipeStatus: 'crm/recipe-status',\n  /**\n   * `POST` — the workspace's email capture address (AGL-2657), minted on\n   * the first ask and replaced with `rotate: true`; see\n   * `server/inbound-address.ts`.\n   */\n  inboundAddress: 'crm/inbound-address',\n  /**\n   * `POST` (a run) or `GET` (the plan) — the daily digest, posted by the\n   * scheduler with the cron secret (AGL-2619); a machine's route, see\n   * `server/daily-digest-route.ts`.\n   */\n  dailyDigest: 'crm/daily-digest',\n  /**\n   * `POST` (a run) or `GET` (the plan) — the hourly task reminders, posted\n   * by the scheduler with the cron secret (AGL-2659); a machine's route, see\n   * `server/task-reminders-route.ts`.\n   */\n  taskReminders: 'crm/task-reminders',\n  /**\n   * `POST` — the mail provider's signed notice of a message received at a\n   * capture address (AGL-2657); a machine's route, see\n   * `server/inbound-route.ts`.\n   */\n  inbound: 'crm/inbound',\n  /**\n   * `GET` — one of the organization's CRM collections, or a site's leads,\n   * as a CSV streamed over every row (AGL-2662); the contacts and leads\n   * files are every workspace's (a portability route), see\n   * `server/export-route.ts`.\n   */\n  export: 'crm/export',\n} as const\n\n/**\n * One site's answer to `crm/recipe-status` (AGL-2639).\n *\n * `installed` names the recipes a live action on the site is stamped with.\n * `unstamped` counts the live actions that carry NO stamp — every action\n * saved before the stamp existed — and a site with any is one the reader\n * cannot call free of a recipe: the card names it as \"may already have\n * it\" rather than offering the install as if to a blank site.\n */\nexport interface CrmRecipeSiteStatus {\n  hostId: string\n  installed: CrmActionRecipeId[]\n  unstamped: number\n}\n\n/** The body `crm/recipe-install` reads, beside the route scope. */\nexport interface CrmRecipeInstallRequest {\n  hostId: string\n  orgId?: string\n  recipeId: CrmActionRecipeId\n  /** The site's form a recipe that `needs: 'form'` is keyed on. */\n  formId?: string\n}\n\n/** What a successful `crm/recipe-install` answers with. */\nexport interface CrmRecipeInstallResult {\n  ok: true\n  actionId: string\n  /** The installed action's name, as the site's Actions list will show it. */\n  name: string\n  recipeId: CrmActionRecipeId\n}\n\n/**\n * What an organization-level activity line may point at: the CRM's record\n * kinds, and nothing the org feed holds for its own reasons (a member, a\n * subscription). The route refuses any other type, so a bulk bar cannot\n * write a line the feed's presenter would render as a workspace event.\n */\nexport const CRM_ORG_ACTIVITY_KINDS = [\n  'contact',\n  'company',\n  'deal',\n  'lead',\n  'task',\n] as const\n\nexport type CrmOrgActivityKind = (typeof CRM_ORG_ACTIVITY_KINDS)[number]\n\n/** The most an activity line may say — a sentence, not a report. */\nexport const CRM_ORG_ACTIVITY_ACTION_MAX = 160\n\n/** The browser-side URL for a route key. */\nexport function crmApiUrl(route: keyof typeof CRM_API_ROUTES): string {\n  return `/api/${CRM_API_ROUTES[route]}`\n}\n"],"names":["CRM_API_ROUTES","ping","contactStage","contactUpdate","contactRemove","companyDelete","emailSend","orgActivity","recipeInstall","recipeStatus","inboundAddress","dailyDigest","taskReminders","inbound","export","CRM_ORG_ACTIVITY_KINDS","CRM_ORG_ACTIVITY_ACTION_MAX","crmApiUrl","route"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID;;;;;;CAMC,GACD,OAAO,MAAMA,iBAAiB;IAC5BC,MAAM;IACN;;;GAGC,GACDC,cAAc;IACd;;;GAGC,GACDC,eAAe;IACf;;;;GAIC,GACDC,eAAe;IACf;;;GAGC,GACDC,eAAe;IACf,gFAAgF,GAChFC,WAAW;IACX;;;;GAIC,GACDC,aAAa;IACb;;;;GAIC,GACDC,eAAe;IACf;;;GAGC,GACDC,cAAc;IACd;;;;GAIC,GACDC,gBAAgB;IAChB;;;;GAIC,GACDC,aAAa;IACb;;;;GAIC,GACDC,eAAe;IACf;;;;GAIC,GACDC,SAAS;IACT;;;;;GAKC,GACDC,QAAQ;AACV,EAAU;AAmCV;;;;;CAKC,GACD,OAAO,MAAMC,yBAAyB;IACpC;IACA;IACA;IACA;IACA;CACD,CAAS;AAIV,kEAAkE,GAClE,OAAO,MAAMC,8BAA8B,IAAG;AAE9C,0CAA0C,GAC1C,OAAO,SAASC,UAAUC,KAAkC;IAC1D,OAAO,CAAC,KAAK,EAAElB,cAAc,CAACkB,MAAM,EAAE;AACxC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/api-routes.ts"],"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\nimport type { CrmActionRecipeId } from '../model/crm-recipes'\n\n/**\n * The CRM plugin's console API routes, as the dispatcher keys them.\n *\n * One file both halves import, because the server registers the path and\n * the client fetches it, and a route spelled twice is a route that 404s\n * the day one spelling changes. Client-safe: constants only.\n */\nexport const CRM_API_ROUTES = {\n  ping: 'crm/ping',\n  /**\n   * `POST` — moves one contact to a lifecycle stage, or clears it; see\n   * `server.ts`.\n   */\n  contactStage: 'crm/contact-stage',\n  /**\n   * `POST` — one holder's profile fields on one or more contacts (AGL-2804):\n   * every facet write the console makes; see `server/contact-update.ts`.\n   */\n  contactUpdate: 'crm/contact-update',\n  /**\n   * `POST` — lets one or more contacts go from a site, or deletes them once\n   * nobody else holds them, keeping every marketing refusal they held\n   * (AGL-3338); see `server/contact-remove.ts`.\n   */\n  contactRemove: 'crm/contact-remove',\n  /**\n   * `POST` — unlinks the contacts that name a company, then deletes it\n   * (AGL-2804); see `server/company-delete.ts`.\n   */\n  companyDelete: 'crm/company-delete',\n  /** `POST` — one email to one person from a record; see `server/email-send.ts`. */\n  emailSend: 'crm/email-send',\n  /**\n   * `POST` — one line in the ORGANIZATION's activity feed for an act the\n   * org-level hub performed client-direct (AGL-2634); see\n   * `server/org-activity.ts`.\n   */\n  orgActivity: 'crm/org-activity',\n  /**\n   * `POST` — installs one recipe's action on one site (AGL-2639): the\n   * server builds it, stamps it and writes it into the site's actions;\n   * see `server/recipe-routes.ts`.\n   */\n  recipeInstall: 'crm/recipe-install',\n  /**\n   * `POST` — which recipes each of the organization's sites carries\n   * (AGL-2639), read off the stamps; see `server/recipe-routes.ts`.\n   */\n  recipeStatus: 'crm/recipe-status',\n  /**\n   * `POST` — the workspace's email capture address (AGL-2657), minted on\n   * the first ask and replaced with `rotate: true`; see\n   * `server/inbound-address.ts`.\n   */\n  inboundAddress: 'crm/inbound-address',\n  /**\n   * `POST` (a run) or `GET` (the plan) — the daily digest, posted by the\n   * scheduler with the cron secret (AGL-2619); a machine's route, see\n   * `server/daily-digest-route.ts`.\n   */\n  dailyDigest: 'crm/daily-digest',\n  /**\n   * `POST` (a run) or `GET` (the plan) — the hourly task reminders, posted\n   * by the scheduler with the cron secret (AGL-2659); a machine's route, see\n   * `server/task-reminders-route.ts`.\n   */\n  taskReminders: 'crm/task-reminders',\n  /**\n   * `POST` — the mail provider's signed notice of a message received at a\n   * capture address (AGL-2657); a machine's route, see\n   * `server/inbound-route.ts`.\n   */\n  inbound: 'crm/inbound',\n} as const\n\n/**\n * One site's answer to `crm/recipe-status` (AGL-2639).\n *\n * `installed` names the recipes a live action on the site is stamped with.\n * `unstamped` counts the live actions that carry NO stamp — every action\n * saved before the stamp existed — and a site with any is one the reader\n * cannot call free of a recipe: the card names it as \"may already have\n * it\" rather than offering the install as if to a blank site.\n */\nexport interface CrmRecipeSiteStatus {\n  hostId: string\n  installed: CrmActionRecipeId[]\n  unstamped: number\n}\n\n/** The body `crm/recipe-install` reads, beside the route scope. */\nexport interface CrmRecipeInstallRequest {\n  hostId: string\n  orgId?: string\n  recipeId: CrmActionRecipeId\n  /** The site's form a recipe that picks one (`picks: 'form'`) is keyed on. */\n  formId?: string\n}\n\n/** What a successful `crm/recipe-install` answers with. */\nexport interface CrmRecipeInstallResult {\n  ok: true\n  actionId: string\n  /** The installed action's name, as the site's Actions list will show it. */\n  name: string\n  recipeId: CrmActionRecipeId\n}\n\n/**\n * What an organization-level activity line may point at: the CRM's record\n * kinds, and nothing the org feed holds for its own reasons (a member, a\n * subscription). The route refuses any other type, so a bulk bar cannot\n * write a line the feed's presenter would render as a workspace event.\n */\nexport const CRM_ORG_ACTIVITY_KINDS = [\n  'contact',\n  'company',\n  'deal',\n  'lead',\n  'task',\n] as const\n\nexport type CrmOrgActivityKind = (typeof CRM_ORG_ACTIVITY_KINDS)[number]\n\n/** The most an activity line may say — a sentence, not a report. */\nexport const CRM_ORG_ACTIVITY_ACTION_MAX = 160\n\n/** The browser-side URL for a route key. */\nexport function crmApiUrl(route: keyof typeof CRM_API_ROUTES): string {\n  return `/api/${CRM_API_ROUTES[route]}`\n}\n"],"names":["CRM_API_ROUTES","ping","contactStage","contactUpdate","contactRemove","companyDelete","emailSend","orgActivity","recipeInstall","recipeStatus","inboundAddress","dailyDigest","taskReminders","inbound","CRM_ORG_ACTIVITY_KINDS","CRM_ORG_ACTIVITY_ACTION_MAX","crmApiUrl","route"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID;;;;;;CAMC,GACD,OAAO,MAAMA,iBAAiB;IAC5BC,MAAM;IACN;;;GAGC,GACDC,cAAc;IACd;;;GAGC,GACDC,eAAe;IACf;;;;GAIC,GACDC,eAAe;IACf;;;GAGC,GACDC,eAAe;IACf,gFAAgF,GAChFC,WAAW;IACX;;;;GAIC,GACDC,aAAa;IACb;;;;GAIC,GACDC,eAAe;IACf;;;GAGC,GACDC,cAAc;IACd;;;;GAIC,GACDC,gBAAgB;IAChB;;;;GAIC,GACDC,aAAa;IACb;;;;GAIC,GACDC,eAAe;IACf;;;;GAIC,GACDC,SAAS;AACX,EAAU;AAmCV;;;;;CAKC,GACD,OAAO,MAAMC,yBAAyB;IACpC;IACA;IACA;IACA;IACA;CACD,CAAS;AAIV,kEAAkE,GAClE,OAAO,MAAMC,8BAA8B,IAAG;AAE9C,0CAA0C,GAC1C,OAAO,SAASC,UAAUC,KAAkC;IAC1D,OAAO,CAAC,KAAK,EAAEjB,cAAc,CAACiB,MAAM,EAAE;AACxC"}

package/src/lib/constants/bundle-common.d.ts

@@ -14,3 +14,9 @@
 export declare const BUNDLE_ID = "crm";
 /** The records band's meter in the monthly usage sweep (`server/crm-records-meter.ts`). */
 export declare const CRM_RECORDS_METER_ID = "records";
+/**
+ * The automation steps this plugin runs for the workflows engine
+ * (`server/automation-steps.ts`), as `plugins.config.json` declares them
+ * under `serverSteps`.
+ */
+export declare const CRM_STEP_TYPES: readonly ["setContactStage", "addContactTag", "assignContactOwner", "createCrmTask", "logCrmActivity"];

package/src/lib/constants/bundle-common.js

@@ -11,5 +11,16 @@
  * (AGL-2614), so `contacts` now reads as an unknown id like any other.
  */ export const BUNDLE_ID = 'crm';
 /** The records band's meter in the monthly usage sweep (`server/crm-records-meter.ts`). */ export const CRM_RECORDS_METER_ID = 'records';
+/**
+ * The automation steps this plugin runs for the workflows engine
+ * (`server/automation-steps.ts`), as `plugins.config.json` declares them
+ * under `serverSteps`.
+ */ export const CRM_STEP_TYPES = [
+    'setContactStage',
+    'addContactTag',
+    'assignContactOwner',
+    'createCrmTask',
+    'logCrmActivity'
+];
 
 //# sourceMappingURL=bundle-common.js.map

package/src/lib/constants/bundle-common.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/bundle-common.ts"],"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 */\n\n/**\n * The persisted plugin id (AGL-2595). It was `contacts` while the surface was\n * one list; the stored lists were rewritten and the plugin manager's alias for\n * the old value was retired once that backfill reported nothing left\n * (AGL-2614), so `contacts` now reads as an unknown id like any other.\n */\nexport const BUNDLE_ID = 'crm'\n\n/** The records band's meter in the monthly usage sweep (`server/crm-records-meter.ts`). */\nexport const CRM_RECORDS_METER_ID = 'records'\n"],"names":["BUNDLE_ID","CRM_RECORDS_METER_ID"],"mappings":"AAAA;;;;;;CAMC,GAED;;;;;CAKC,GACD,OAAO,MAAMA,YAAY,MAAK;AAE9B,yFAAyF,GACzF,OAAO,MAAMC,uBAAuB,UAAS"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/bundle-common.ts"],"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 */\n\n/**\n * The persisted plugin id (AGL-2595). It was `contacts` while the surface was\n * one list; the stored lists were rewritten and the plugin manager's alias for\n * the old value was retired once that backfill reported nothing left\n * (AGL-2614), so `contacts` now reads as an unknown id like any other.\n */\nexport const BUNDLE_ID = 'crm'\n\n/** The records band's meter in the monthly usage sweep (`server/crm-records-meter.ts`). */\nexport const CRM_RECORDS_METER_ID = 'records'\n\n/**\n * The automation steps this plugin runs for the workflows engine\n * (`server/automation-steps.ts`), as `plugins.config.json` declares them\n * under `serverSteps`.\n */\nexport const CRM_STEP_TYPES = [\n  'setContactStage',\n  'addContactTag',\n  'assignContactOwner',\n  'createCrmTask',\n  'logCrmActivity',\n] as const\n"],"names":["BUNDLE_ID","CRM_RECORDS_METER_ID","CRM_STEP_TYPES"],"mappings":"AAAA;;;;;;CAMC,GAED;;;;;CAKC,GACD,OAAO,MAAMA,YAAY,MAAK;AAE9B,yFAAyF,GACzF,OAAO,MAAMC,uBAAuB,UAAS;AAE7C;;;;CAIC,GACD,OAAO,MAAMC,iBAAiB;IAC5B;IACA;IACA;IACA;IACA;CACD,CAAS"}

package/src/lib/constants/company-filters.d.ts

@@ -17,6 +17,20 @@
 import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
 import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
 export declare const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[];
+/** The picklist columns the list filters by, each with the list its choices come from. */
+export declare const COMPANY_PICKLIST_FILTERS: readonly [{
+    readonly column: "type";
+    readonly picklistId: "accountType";
+    readonly header: "Type";
+}, {
+    readonly column: "industry";
+    readonly picklistId: "industry";
+    readonly header: "Industry";
+}, {
+    readonly column: "rating";
+    readonly picklistId: "rating";
+    readonly header: "Rating";
+}];
 /**
  * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the
  * start of the name, beside the scope clause — the prefix range the

package/src/lib/constants/company-filters.js

@@ -31,6 +31,12 @@ import { CRM_LIST_SEARCH } from "../model/crm-list-query.js";
  * choice from the roster, and "No next activity" asks `nextTaskAtMs ==
  * null`. Each equality rides one `(field, updatedAt DESC)` composite, and
  * one `(field, nameLower ASC)` beside it for the prefix.
+ *
+ * Type, Industry and Rating (AGL-3514) are choices from the org's lists,
+ * asked of the KEY each writer stores beside the label (`typeKey`,
+ * `industryKey`, `ratingKey` — see `crmCompanyListFields`): a choice's
+ * value is the key, its caption the label, so the query compares what
+ * the record keyed rather than how the label happens to be cased.
  */ export const COMPANY_LIST_FILTER_FIELDS = [
     {
         column: 'name',
@@ -52,7 +58,51 @@ import { CRM_LIST_SEARCH } from "../model/crm-list-query.js";
             'isAnyOf'
         ]
     },
-    CRM_NEXT_ACTIVITY_FILTER_FIELD
+    CRM_NEXT_ACTIVITY_FILTER_FIELD,
+    {
+        column: 'type',
+        kind: 'exact',
+        path: 'typeKey',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
+    {
+        column: 'industry',
+        kind: 'exact',
+        path: 'industryKey',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
+    {
+        column: 'rating',
+        kind: 'exact',
+        path: 'ratingKey',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    }
+];
+/** The picklist columns the list filters by, each with the list its choices come from. */ export const COMPANY_PICKLIST_FILTERS = [
+    {
+        column: 'type',
+        picklistId: 'accountType',
+        header: 'Type'
+    },
+    {
+        column: 'industry',
+        picklistId: 'industry',
+        header: 'Industry'
+    },
+    {
+        column: 'rating',
+        picklistId: 'rating',
+        header: 'Rating'
+    }
 ];
 /**
  * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the

package/src/lib/constants/company-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/company-filters.ts"],"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\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\n\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../components/crm-next-activity-column'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { CRM_LIST_SEARCH } from '../model/crm-list-query'\n\n/*\n * Companies (`orgs/{orgId}/companies`, read scoped to a host) — every clause\n * and the search word on the list's one query, newest change first\n * (AGL-3321).\n *\n * The search box reads `searchTokens`, the word prefixes of the name and\n * the domain every company writer stamps (`crmCompanyListFields`). Under a\n * site the scope clause (`visibleTo array-contains-any`) is the query's one\n * array clause, and the search folds into it (`scopedSearchTokens`) for a\n * reader who may drop it.\n *\n * The name is also an exact match and a PREFIX range over `nameLower` — the\n * list's one range, which then orders the list by name. The owner is a\n * choice from the roster, and \"No next activity\" asks `nextTaskAtMs ==\n * null`. Each equality rides one `(field, updatedAt DESC)` composite, and\n * one `(field, nameLower ASC)` beside it for the prefix.\n */\nexport const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  {\n    column: 'name',\n    kind: 'text',\n    path: 'name',\n    lowerPath: 'nameLower',\n    presence: 'always',\n    operators: ['equals', 'startsWith'],\n  },\n  {\n    column: 'ownerUid',\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf'],\n  },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n]\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the name, beside the scope clause — the prefix range the\n * `(field, nameLower)` composites already serve.\n */\nexport const COMPANY_PREFIX_SEARCH = {\n  field: COMPANY_LIST_FILTER_FIELDS[0],\n  notice: 'Search matches the start of a company’s name for access limited to specific sites.',\n}\n\n/** The list's orders: newest change first, and by name under a prefix. */\nexport const COMPANY_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n  { path: 'nameLower', direction: 'asc' },\n]\n\nexport const COMPANY_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: COMPANY_LIST_FILTER_FIELDS,\n  sorts: COMPANY_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n"],"names":["CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","COMPANY_LIST_FILTER_FIELDS","column","kind","path","lowerPath","presence","operators","COMPANY_PREFIX_SEARCH","field","notice","COMPANY_LIST_SORTS","direction","COMPANY_LIST_DECLARATION","fields","sorts","search"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID,SAASA,8BAA8B,QAAQ,4CAAwC;AAEvF,SAASC,eAAe,QAAQ,6BAAyB;AAEzD;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,MAAMC,6BAAyD;IACpE;QACEC,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNC,WAAW;QACXC,UAAU;QACVC,WAAW;YAAC;YAAU;SAAa;IACrC;IACA;QACEL,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNG,WAAW;YAAC;YAAU;SAAU;IAClC;IACAR;CACD,CAAA;AAED;;;;CAIC,GACD,OAAO,MAAMS,wBAAwB;IACnCC,OAAOR,0BAA0B,CAAC,EAAE;IACpCS,QAAQ;AACV,EAAC;AAED,wEAAwE,GACxE,OAAO,MAAMC,qBAA+C;IAC1D;QAAEP,MAAM;QAAaQ,WAAW;IAAO;IACvC;QAAER,MAAM;QAAaQ,WAAW;IAAM;CACvC,CAAA;AAED,OAAO,MAAMC,2BAAiD;IAC5DC,QAAQb;IACRc,OAAOJ;IACPK,QAAQhB;AACV,EAAC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/company-filters.ts"],"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\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\n\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../components/crm-next-activity-column'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { CRM_LIST_SEARCH } from '../model/crm-list-query'\n\n/*\n * Companies (`orgs/{orgId}/companies`, read scoped to a host) — every clause\n * and the search word on the list's one query, newest change first\n * (AGL-3321).\n *\n * The search box reads `searchTokens`, the word prefixes of the name and\n * the domain every company writer stamps (`crmCompanyListFields`). Under a\n * site the scope clause (`visibleTo array-contains-any`) is the query's one\n * array clause, and the search folds into it (`scopedSearchTokens`) for a\n * reader who may drop it.\n *\n * The name is also an exact match and a PREFIX range over `nameLower` — the\n * list's one range, which then orders the list by name. The owner is a\n * choice from the roster, and \"No next activity\" asks `nextTaskAtMs ==\n * null`. Each equality rides one `(field, updatedAt DESC)` composite, and\n * one `(field, nameLower ASC)` beside it for the prefix.\n *\n * Type, Industry and Rating (AGL-3514) are choices from the org's lists,\n * asked of the KEY each writer stores beside the label (`typeKey`,\n * `industryKey`, `ratingKey` — see `crmCompanyListFields`): a choice's\n * value is the key, its caption the label, so the query compares what\n * the record keyed rather than how the label happens to be cased.\n */\nexport const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  {\n    column: 'name',\n    kind: 'text',\n    path: 'name',\n    lowerPath: 'nameLower',\n    presence: 'always',\n    operators: ['equals', 'startsWith'],\n  },\n  {\n    column: 'ownerUid',\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf'],\n  },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  { column: 'type', kind: 'exact', path: 'typeKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'industry', kind: 'exact', path: 'industryKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'ratingKey', operators: ['equals', 'isAnyOf'] },\n]\n\n/** The picklist columns the list filters by, each with the list its choices come from. */\nexport const COMPANY_PICKLIST_FILTERS = [\n  { column: 'type', picklistId: 'accountType', header: 'Type' },\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the name, beside the scope clause — the prefix range the\n * `(field, nameLower)` composites already serve.\n */\nexport const COMPANY_PREFIX_SEARCH = {\n  field: COMPANY_LIST_FILTER_FIELDS[0],\n  notice: 'Search matches the start of a company’s name for access limited to specific sites.',\n}\n\n/** The list's orders: newest change first, and by name under a prefix. */\nexport const COMPANY_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n  { path: 'nameLower', direction: 'asc' },\n]\n\nexport const COMPANY_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: COMPANY_LIST_FILTER_FIELDS,\n  sorts: COMPANY_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n"],"names":["CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","COMPANY_LIST_FILTER_FIELDS","column","kind","path","lowerPath","presence","operators","COMPANY_PICKLIST_FILTERS","picklistId","header","COMPANY_PREFIX_SEARCH","field","notice","COMPANY_LIST_SORTS","direction","COMPANY_LIST_DECLARATION","fields","sorts","search"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID,SAASA,8BAA8B,QAAQ,4CAAwC;AAEvF,SAASC,eAAe,QAAQ,6BAAyB;AAEzD;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,MAAMC,6BAAyD;IACpE;QACEC,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNC,WAAW;QACXC,UAAU;QACVC,WAAW;YAAC;YAAU;SAAa;IACrC;IACA;QACEL,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNG,WAAW;YAAC;YAAU;SAAU;IAClC;IACAR;IACA;QAAEG,QAAQ;QAAQC,MAAM;QAASC,MAAM;QAAWG,WAAW;YAAC;YAAU;SAAU;IAAC;IACnF;QAAEL,QAAQ;QAAYC,MAAM;QAASC,MAAM;QAAeG,WAAW;YAAC;YAAU;SAAU;IAAC;IAC3F;QAAEL,QAAQ;QAAUC,MAAM;QAASC,MAAM;QAAaG,WAAW;YAAC;YAAU;SAAU;IAAC;CACxF,CAAA;AAED,wFAAwF,GACxF,OAAO,MAAMC,2BAA2B;IACtC;QAAEN,QAAQ;QAAQO,YAAY;QAAeC,QAAQ;IAAO;IAC5D;QAAER,QAAQ;QAAYO,YAAY;QAAYC,QAAQ;IAAW;IACjE;QAAER,QAAQ;QAAUO,YAAY;QAAUC,QAAQ;IAAS;CAC5D,CAAS;AAEV;;;;CAIC,GACD,OAAO,MAAMC,wBAAwB;IACnCC,OAAOX,0BAA0B,CAAC,EAAE;IACpCY,QAAQ;AACV,EAAC;AAED,wEAAwE,GACxE,OAAO,MAAMC,qBAA+C;IAC1D;QAAEV,MAAM;QAAaW,WAAW;IAAO;IACvC;QAAEX,MAAM;QAAaW,WAAW;IAAM;CACvC,CAAA;AAED,OAAO,MAAMC,2BAAiD;IAC5DC,QAAQhB;IACRiB,OAAOJ;IACPK,QAAQnB;AACV,EAAC"}

package/src/lib/constants/contact-filters.d.ts

@@ -18,6 +18,8 @@ import { type ContactFieldDefinition } from '@aglyn/aglyn';
 import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
 import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
 import { type CrmClauseAsked } from '../model/crm-list-query';
+/** The column a contact's lead source filters as (AGL-3511). */
+export declare const CONTACT_LEAD_SOURCE_COLUMN = "leadSource";
 /** What the Filters panel offers on a contact, in the grid's grammar. */
 export declare const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[];
 /**

package/src/lib/constants/contact-filters.js

@@ -111,6 +111,7 @@ import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues } from "../model/crm-list-qu
         'contains'
     ]
 };
+/** The column a contact's lead source filters as (AGL-3511). */ export const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource';
 /** What the Filters panel offers on a contact, in the grid's grammar. */ export const CONTACT_LIST_FILTER_FIELDS = [
     NAME_FIELD,
     EMAIL_FIELD,
@@ -224,6 +225,20 @@ import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues } from "../model/crm-list-qu
         ]
     },
     /*
+   * A holder's lead source (AGL-3511), picked from the org's Lead source
+   * values and asked through its `leadSource` facet key — the label as the
+   * picklist compares it.
+   */ {
+        column: CONTACT_LEAD_SOURCE_COLUMN,
+        kind: 'exact',
+        path: 'leadSource',
+        operators: [
+            'equals',
+            'isAnyOf',
+            'isNotEmpty'
+        ]
+    },
+    /*
    * The verdict on the address (AGL-3245), asked through `emailStatus` —
    * `none` for a person nothing has been said about, which is what "is
    * empty" asks.
@@ -325,6 +340,7 @@ import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues } from "../model/crm-list-qu
     [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',
     [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',
     [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',
+    [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',
     emailState: 'Email'
 };
 /*------------------------------------------
@@ -428,7 +444,8 @@ export const CONTACT_LIST_DECLARATION = {
     [CRM_CONTACT_VIEW_FIELDS.company]: 'company',
     [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',
     [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',
-    [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv'
+    [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',
+    [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource'
 };
 /** Why a reader whose access is some sites cannot filter by a holder's field. */ const LIMITED_ACCESS = 'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it';
 /** The facet field a grid column names, or null for one that is not a facet field. */ function facetFieldOf(column) {