@aglyn/plugins-crm 1.0.0-beta.230 → 1.0.0-beta.232

package/src/lib/components/contact-timeline-card.js

@@ -84,6 +84,7 @@ import { useContactCampaignEmails } from "./use-contact-campaign-emails.js";
         }),
         title: (_interaction_summary = interaction.summary) != null ? _interaction_summary : label,
         meta: /*#__PURE__*/ _jsxs(Stack, {
+            useFlexGap: true,
             direction: "row",
             spacing: 1,
             sx: {

package/src/lib/components/contact-timeline-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-timeline-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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ContactCampaignEmail,\n  ContactInteraction,\n  ContactSource,\n  CrmActivityRow,\n} from '@aglyn/aglyn'\nimport { CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  mdiAccountCircleOutline,\n  mdiAccountEditOutline,\n  mdiAccountPlusOutline,\n  mdiApi,\n  mdiBullhornOutline,\n  mdiCalendarCheckOutline,\n  mdiCartOutline,\n  mdiEmailNewsletter,\n  mdiFileImportOutline,\n  mdiFormSelect,\n} from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { Button, Chip, Stack, Tooltip, Typography } from '@mui/material'\nimport { useParams } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { contactInteractionHref, INTERACTION_LINK_LABELS } from '../model/contact-interaction-links'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport { ActivityRow } from './activity-list'\nimport {\n  type ActivityRecordLink,\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n  useCanEditActivity,\n} from './activity-queries'\nimport {\n  TimelineEntry,\n  TimelineExpandAllButton,\n  useTimelineExpansion,\n  useTimelinePages,\n} from './activity-timeline'\nimport { CrmSuiteLockedButton } from './crm-suite-lock'\nimport { LogActivityDialog } from './log-activity-dialog'\nimport { useContactCampaignEmails } from './use-contact-campaign-emails'\n\n/**\n * One glyph per capture door. Typed against the source union so a door added\n * to it cannot render as the placeholder glyph.\n */\nconst SOURCE_ICONS: Record<ContactSource, { path: string }> = {\n  form: mdiFormSelect,\n  member: mdiAccountPlusOutline,\n  order: mdiCartOutline,\n  booking: mdiCalendarCheckOutline,\n  newsletter: mdiEmailNewsletter,\n  api: mdiApi,\n  manual: mdiAccountEditOutline,\n  import: mdiFileImportOutline,\n  account: mdiAccountCircleOutline,\n}\n\n/**\n * One thing the platform recorded: the door it came through, what the door\n * wrote, when, and the page the person was on.\n *\n * Read-only by nature — nobody logged it, so nobody edits it. The entry\n * point sits beside the timestamp rather than in the summary, the way the\n * contacts drawer draws it: the summary is the sentence the door wrote, the\n * path is a fact the door recorded, and a long path on the sentence's line\n * pushes out the thing the row is about.\n *\n * Everything it holds fits the collapsed row, so it has nothing to open.\n */\nfunction CapturedRow(props: {\n  interaction: ContactInteraction\n  nowMs: number\n  /** The console page the door's record is read on, when it left one. */\n  href: string | null\n}) {\n  const { interaction, nowMs, href } = props\n  const source = interaction.type\n  const label = CONTACT_SOURCE_LABELS[source] ?? String(source)\n  const icon = SOURCE_ICONS[source]\n  const when = new Date(interaction.atMs)\n  return (\n    <TimelineEntry\n      icon={<MdiIcon path={icon?.path} />}\n      chips={\n        <>\n          <Chip label={label} size=\"small\" />\n          <Chip label=\"Captured\" size=\"small\" variant=\"outlined\" />\n        </>\n      }\n      title={interaction.summary ?? label}\n      meta={\n        <Stack\n          direction=\"row\"\n          spacing={1}\n          sx={{ alignItems: 'baseline', flexWrap: 'wrap', rowGap: 0.25 }}\n        >\n          <Tooltip title={when.toLocaleString()}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {interaction.path\n                ? `${Aglyn.activityTimeLabel(interaction.atMs, nowMs)} · ${interaction.path}`\n                : Aglyn.activityTimeLabel(interaction.atMs, nowMs)}\n            </Typography>\n          </Tooltip>\n          {/*\n            The record the door left, where the console reads it (AGL-2622):\n            the submission in the Inbox reader, the order in its dialog. A door\n            that left nothing to open — a newsletter opt-in, an import — has no\n            link, and the caption is the whole entry.\n          */}\n          {href ? (\n            <Typography variant=\"caption\">\n              <AppLink href={href}>\n                {INTERACTION_LINK_LABELS[source] ?? 'Open'}\n              </AppLink>\n            </Typography>\n          ) : null}\n        </Stack>\n      }\n    />\n  )\n}\nCapturedRow.displayName = 'CapturedRow'\n\n/**\n * One campaign email the platform sent this person (AGL-2616): which email,\n * and what became of it — `sent · delivered · opened ×2 · clicked`.\n *\n * Read-only like a captured row, and drawn apart from BOTH the captured and\n * the logged rows: its glyph is the campaign's, never the envelope a logged\n * `email` activity carries, and its chips say \"Campaign\" and \"Sent\" where\n * the others say \"Captured\" and \"Logged\". The name links to the email's own\n * report when the page can address it; an email the team has deleted, or\n * one a sibling site sent, keeps its name and loses the link.\n *\n * The delivery line stays on the collapsed row beside the name, so it has\n * nothing to open.\n */\nfunction CampaignEmailRow(props: {\n  email: ContactCampaignEmail\n  href: string | null\n  nowMs: number\n}) {\n  const { email, href, nowMs } = props\n  const name = email.campaignName ?? email.subject ?? 'Campaign email'\n  const summary = Aglyn.campaignEmailSummary(email).join(' · ')\n  const when = new Date(email.sentAtMs)\n  return (\n    <TimelineEntry\n      icon={<MdiIcon path={mdiBullhornOutline.path} />}\n      chips={\n        <>\n          <Chip label=\"Campaign\" size=\"small\" />\n          <Chip label=\"Sent\" size=\"small\" variant=\"outlined\" />\n        </>\n      }\n      title={\n        <>\n          {href ? <AppLink href={href}>{name}</AppLink> : name}\n          {` · ${summary}`}\n        </>\n      }\n      meta={\n        <Tooltip title={when.toLocaleString()}>\n          <Typography\n            variant=\"caption\"\n            color=\"text.secondary\"\n            sx={{ alignSelf: 'flex-start' }}\n          >\n            {email.subject && email.subject !== name\n              ? `${Aglyn.activityTimeLabel(email.sentAtMs, nowMs)} · ${email.subject}`\n              : Aglyn.activityTimeLabel(email.sentAtMs, nowMs)}\n          </Typography>\n        </Tooltip>\n      }\n    />\n  )\n}\nCampaignEmailRow.displayName = 'CampaignEmailRow'\n\nexport interface ContactTimelineCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n  contactId: string\n  /**\n   * The RAW contact document, as the page's listener hands it back. The card\n   * resolves the viewing group and reads that group's facet itself, so a\n   * page cannot hand it another holder's timeline by flattening the row\n   * through the wrong group.\n   */\n  contact: Record<string, unknown> | null | undefined\n  /**\n   * Where a campaign entry links to — the email's report — or `null` for\n   * one the page cannot address. Handed in rather than built here because\n   * the report lives on another surface whose path is the MOUNT's to know:\n   * a site's record page reaches its own Emails hub, an org-level mount\n   * holds the org's site list and can reach every site's. No builder means\n   * no links, never a guessed one.\n   */\n  campaignHref?: (email: ContactCampaignEmail) => string | null\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The history still draws; logging an activity stands\n   * locked, and one already logged cannot be edited.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * A person's whole history in one newest-first stream (AGL-2600): what the\n * platform CAPTURED — a form, an order, a booking, a sign-up — what a person\n * LOGGED beside it — a call, an email, a meeting, a note — and, since\n * AGL-2616, the campaign mail the platform SENT them and what became of it.\n *\n * ## Why one stream\n *\n * The histories answer one question, \"what has happened with this person\",\n * and a page showing them as separate lists asks the reader to interleave\n * them by eye. The merge is `mergeContactTimeline`, pure and specced: newest\n * first, stable at a tie, an undated entry last, a campaign at the instant\n * it was sent.\n *\n * Each entry says which it is. A captured entry carries the door's label and\n * a \"Captured\" chip and offers no controls; a logged entry carries its kind\n * and a \"Logged\" chip, and its author may edit or delete it; a campaign\n * entry carries \"Campaign\" and \"Sent\", links to the email's report, and is\n * nobody's to edit.\n *\n * ## What is read\n *\n * The captured side comes off the contact document the page already holds\n * — THIS group's facet, filtered to the sites the group may see, the same\n * projection the contacts list makes — and costs no read. The logged side is\n * the bounded listener every activity surface uses, filtered to this\n * contact, a hundred at a time. The campaign side is one request to\n * `crm/contact-email-history`, which reads down this person's own delivery\n * log, capped, and never a campaign's recipients. The facet's history is\n * capped at fifty by the platform, so past the window the stream is the\n * logged side alone.\n *\n * ## How it reads\n *\n * Every entry is a collapsed row that opens in place, paged by the\n * console's footer over the merged stream; a page turned past the logged\n * window widens it by the next hundred. **Expand all** and **Log activity**\n * sit in the card header, and edit and delete stay on the entry they act on.\n */\nexport function ContactTimelineCard(props: ContactTimelineCardProps) {\n  const { hostId, org, contactId, contact, campaignHref, suiteLocked = false } = props\n  const scope = useActivityScope(hostId, org)\n  /*\n   * THIS holder's captured history, and only the visits this group may see.\n   * A read off the top of the document, or of another group's facet, would\n   * be another business's records — the disclosure the facet shape ended.\n   * At the organization level (AGL-2630) the holder is the person's own\n   * primary one, the group the record page reads the profile through.\n   */\n  const consentGroup = useMemo(\n    () =>\n      scope.consentGroup ??\n      contactPrimaryGroup(contact, (org ?? null) as Record<string, unknown> | null),\n    [scope.consentGroup, contact, org],\n  )\n  const interactions = useMemo(() => {\n    const facet = Aglyn.readContactFacet(contact, consentGroup.groupId)\n    return Aglyn.interactionsForGroup(facet.interactions, consentGroup.hostIds)\n  }, [contact, consentGroup])\n  const link = useMemo<ActivityRecordLink>(() => ({ contactId }), [contactId])\n  const activities = useActivityWindow(scope, link)\n  /*\n   * Where a captured entry's record is READ (AGL-2622). The site console's\n   * two route params are already in the URL this page is on, so the link is\n   * built from them rather than from two document reads per timeline. Only\n   * an interaction on THIS site links: a sibling site's order is that\n   * site's record, read on that site's console, and a link built with this\n   * site's segment would 404 or — worse — open the wrong site's row under\n   * the same id. An interaction with no site recorded predates the stamp\n   * and is left unlinked rather than guessed at. Off a site — the org-level\n   * mount — there is no segment to build with, and nothing links.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const siteContext = useMemo(\n    () =>\n      params?.orgSlug && params?.host\n        ? { orgSlug: String(params.orgSlug), host: String(params.host) }\n        : null,\n    [params?.orgSlug, params?.host],\n  )\n  const interactionHref = useCallback(\n    (interaction: ContactInteraction): string | null =>\n      siteContext && interaction.hostId === hostId\n        ? contactInteractionHref(interaction, siteContext)\n        : null,\n    [siteContext, hostId],\n  )\n  // The campaign history is asked of a site: the mounted one, or the holder's.\n  const campaigns = useContactCampaignEmails(\n    hostId ?? (consentGroup.hostId || null),\n    contactId,\n  )\n  // One member read for the whole stream, however many rows it has.\n  const canEdit = useCanEditActivity(scope.orgId)\n  const entries = useMemo(\n    () =>\n      Aglyn.mergeContactTimeline(interactions, activities.rows, campaigns.emails),\n    [interactions, activities.rows, campaigns.emails],\n  )\n  // One clock for every row of one paint, so two rows logged a second apart\n  // cannot read \"just now\" and \"1 min ago\" from being rendered across a\n  // minute boundary.\n  const nowMs = Date.now()\n\n  const [dialogOpen, setDialogOpen] = useState(false)\n  const [editing, setEditing] = useState<CrmActivityRow | null>(null)\n  const openNew = useCallback(() => {\n    setEditing(null)\n    setDialogOpen(true)\n  }, [])\n  const openEdit = useCallback((activity: CrmActivityRow) => {\n    setEditing(activity)\n    setDialogOpen(true)\n  }, [])\n  const close = useCallback(() => setDialogOpen(false), [])\n\n  const loggedChip = useMemo(\n    () => <Chip label=\"Logged\" size=\"small\" variant=\"outlined\" />,\n    [],\n  )\n  const expansion = useTimelineExpansion()\n  const pages = useTimelinePages(entries.length, {\n    hasMore: activities.hasMore,\n    showMore: activities.showMore,\n    loading: activities.status === 'loading',\n  })\n  const logButton = suiteLocked ? (\n    <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n      {'Log activity'}\n    </CrmSuiteLockedButton>\n  ) : (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      onClick={openNew}\n      disabled={!activities.ready}\n    >\n      {'Log activity'}\n    </Button>\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Timeline'}\n        help={pluginDocsHelp('contactActivities', { anchor: '#four-kinds-of-history' })}\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              <TimelineExpandAllButton expansion={expansion} disabled={!entries.length} />\n              {logButton}\n            </Stack>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        <Stack spacing={2}>\n          {activities.status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'Logged activity could not be loaded; what follows is what the platform captured.'}\n            </Typography>\n          ) : null}\n          {campaigns.status === 'error' || campaigns.lookupFailed ? (\n            // \"Unknown\", not \"none\": an empty campaign history and one that\n            // could not be read lead a reader to opposite conclusions.\n            <Typography variant=\"body2\" color=\"error\">\n              {'Campaign email could not be loaded; the stream below may be missing the mail this person was sent.'}\n            </Typography>\n          ) : null}\n          {entries.length === 0 ? (\n            campaigns.status === 'loading' ? (\n              // The campaign history is one request on mount; an empty state\n              // before it answers would read as \"none\" for a person who was mailed.\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {'Loading…'}\n              </Typography>\n            ) : (\n            <EmptyStateComponent\n              compact\n              label={'No history yet'}\n              description={'What this person does on the site, the campaigns they are sent, and what you log about them, shows here.'}\n              action={logButton}\n            />\n            )\n          ) : (\n            pages.slice(entries).map((entry) =>\n              entry.kind === 'captured' ? (\n                <CapturedRow\n                  key={entry.key}\n                  interaction={entry.interaction}\n                  nowMs={nowMs}\n                  href={interactionHref(entry.interaction)}\n                />\n              ) : entry.kind === 'campaign' ? (\n                <CampaignEmailRow\n                  key={entry.key}\n                  email={entry.email}\n                  href={campaignHref ? campaignHref(entry.email) : null}\n                  nowMs={nowMs}\n                />\n              ) : (\n                <ActivityRow\n                  key={entry.key}\n                  activity={entry.activity}\n                  scope={scope}\n                  onEdit={openEdit}\n                  subject={loggedChip}\n                  nowMs={nowMs}\n                  editable={!suiteLocked && canEdit(entry.activity)}\n                  expanded={expansion.isExpanded(entry.key)}\n                  onToggle={() => expansion.toggle(entry.key)}\n                />\n              ),\n            )\n          )}\n          {entries.length ? <ListPagination {...pages.footer} /> : null}\n        </Stack>\n      </CardDisplay>\n      <LogActivityDialog\n        open={dialogOpen}\n        onClose={close}\n        scope={scope}\n        link={link}\n        activity={editing}\n      />\n    </>\n  )\n}\nContactTimelineCard.displayName = 'ContactTimelineCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-timeline-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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ContactCampaignEmail,\n  ContactInteraction,\n  ContactSource,\n  CrmActivityRow,\n} from '@aglyn/aglyn'\nimport { CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  mdiAccountCircleOutline,\n  mdiAccountEditOutline,\n  mdiAccountPlusOutline,\n  mdiApi,\n  mdiBullhornOutline,\n  mdiCalendarCheckOutline,\n  mdiCartOutline,\n  mdiEmailNewsletter,\n  mdiFileImportOutline,\n  mdiFormSelect,\n} from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { Button, Chip, Stack, Tooltip, Typography } from '@mui/material'\nimport { useParams } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { contactInteractionHref, INTERACTION_LINK_LABELS } from '../model/contact-interaction-links'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport { ActivityRow } from './activity-list'\nimport {\n  type ActivityRecordLink,\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n  useCanEditActivity,\n} from './activity-queries'\nimport {\n  TimelineEntry,\n  TimelineExpandAllButton,\n  useTimelineExpansion,\n  useTimelinePages,\n} from './activity-timeline'\nimport { CrmSuiteLockedButton } from './crm-suite-lock'\nimport { LogActivityDialog } from './log-activity-dialog'\nimport { useContactCampaignEmails } from './use-contact-campaign-emails'\n\n/**\n * One glyph per capture door. Typed against the source union so a door added\n * to it cannot render as the placeholder glyph.\n */\nconst SOURCE_ICONS: Record<ContactSource, { path: string }> = {\n  form: mdiFormSelect,\n  member: mdiAccountPlusOutline,\n  order: mdiCartOutline,\n  booking: mdiCalendarCheckOutline,\n  newsletter: mdiEmailNewsletter,\n  api: mdiApi,\n  manual: mdiAccountEditOutline,\n  import: mdiFileImportOutline,\n  account: mdiAccountCircleOutline,\n}\n\n/**\n * One thing the platform recorded: the door it came through, what the door\n * wrote, when, and the page the person was on.\n *\n * Read-only by nature — nobody logged it, so nobody edits it. The entry\n * point sits beside the timestamp rather than in the summary, the way the\n * contacts drawer draws it: the summary is the sentence the door wrote, the\n * path is a fact the door recorded, and a long path on the sentence's line\n * pushes out the thing the row is about.\n *\n * Everything it holds fits the collapsed row, so it has nothing to open.\n */\nfunction CapturedRow(props: {\n  interaction: ContactInteraction\n  nowMs: number\n  /** The console page the door's record is read on, when it left one. */\n  href: string | null\n}) {\n  const { interaction, nowMs, href } = props\n  const source = interaction.type\n  const label = CONTACT_SOURCE_LABELS[source] ?? String(source)\n  const icon = SOURCE_ICONS[source]\n  const when = new Date(interaction.atMs)\n  return (\n    <TimelineEntry\n      icon={<MdiIcon path={icon?.path} />}\n      chips={\n        <>\n          <Chip label={label} size=\"small\" />\n          <Chip label=\"Captured\" size=\"small\" variant=\"outlined\" />\n        </>\n      }\n      title={interaction.summary ?? label}\n      meta={\n        <Stack\n          useFlexGap\n          direction=\"row\"\n          spacing={1}\n          sx={{ alignItems: 'baseline', flexWrap: 'wrap', rowGap: 0.25 }}\n        >\n          <Tooltip title={when.toLocaleString()}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {interaction.path\n                ? `${Aglyn.activityTimeLabel(interaction.atMs, nowMs)} · ${interaction.path}`\n                : Aglyn.activityTimeLabel(interaction.atMs, nowMs)}\n            </Typography>\n          </Tooltip>\n          {/*\n            The record the door left, where the console reads it (AGL-2622):\n            the submission in the Inbox reader, the order in its dialog. A door\n            that left nothing to open — a newsletter opt-in, an import — has no\n            link, and the caption is the whole entry.\n          */}\n          {href ? (\n            <Typography variant=\"caption\">\n              <AppLink href={href}>\n                {INTERACTION_LINK_LABELS[source] ?? 'Open'}\n              </AppLink>\n            </Typography>\n          ) : null}\n        </Stack>\n      }\n    />\n  )\n}\nCapturedRow.displayName = 'CapturedRow'\n\n/**\n * One campaign email the platform sent this person (AGL-2616): which email,\n * and what became of it — `sent · delivered · opened ×2 · clicked`.\n *\n * Read-only like a captured row, and drawn apart from BOTH the captured and\n * the logged rows: its glyph is the campaign's, never the envelope a logged\n * `email` activity carries, and its chips say \"Campaign\" and \"Sent\" where\n * the others say \"Captured\" and \"Logged\". The name links to the email's own\n * report when the page can address it; an email the team has deleted, or\n * one a sibling site sent, keeps its name and loses the link.\n *\n * The delivery line stays on the collapsed row beside the name, so it has\n * nothing to open.\n */\nfunction CampaignEmailRow(props: {\n  email: ContactCampaignEmail\n  href: string | null\n  nowMs: number\n}) {\n  const { email, href, nowMs } = props\n  const name = email.campaignName ?? email.subject ?? 'Campaign email'\n  const summary = Aglyn.campaignEmailSummary(email).join(' · ')\n  const when = new Date(email.sentAtMs)\n  return (\n    <TimelineEntry\n      icon={<MdiIcon path={mdiBullhornOutline.path} />}\n      chips={\n        <>\n          <Chip label=\"Campaign\" size=\"small\" />\n          <Chip label=\"Sent\" size=\"small\" variant=\"outlined\" />\n        </>\n      }\n      title={\n        <>\n          {href ? <AppLink href={href}>{name}</AppLink> : name}\n          {` · ${summary}`}\n        </>\n      }\n      meta={\n        <Tooltip title={when.toLocaleString()}>\n          <Typography\n            variant=\"caption\"\n            color=\"text.secondary\"\n            sx={{ alignSelf: 'flex-start' }}\n          >\n            {email.subject && email.subject !== name\n              ? `${Aglyn.activityTimeLabel(email.sentAtMs, nowMs)} · ${email.subject}`\n              : Aglyn.activityTimeLabel(email.sentAtMs, nowMs)}\n          </Typography>\n        </Tooltip>\n      }\n    />\n  )\n}\nCampaignEmailRow.displayName = 'CampaignEmailRow'\n\nexport interface ContactTimelineCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n  contactId: string\n  /**\n   * The RAW contact document, as the page's listener hands it back. The card\n   * resolves the viewing group and reads that group's facet itself, so a\n   * page cannot hand it another holder's timeline by flattening the row\n   * through the wrong group.\n   */\n  contact: Record<string, unknown> | null | undefined\n  /**\n   * Where a campaign entry links to — the email's report — or `null` for\n   * one the page cannot address. Handed in rather than built here because\n   * the report lives on another surface whose path is the MOUNT's to know:\n   * a site's record page reaches its own Emails hub, an org-level mount\n   * holds the org's site list and can reach every site's. No builder means\n   * no links, never a guessed one.\n   */\n  campaignHref?: (email: ContactCampaignEmail) => string | null\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The history still draws; logging an activity stands\n   * locked, and one already logged cannot be edited.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * A person's whole history in one newest-first stream (AGL-2600): what the\n * platform CAPTURED — a form, an order, a booking, a sign-up — what a person\n * LOGGED beside it — a call, an email, a meeting, a note — and, since\n * AGL-2616, the campaign mail the platform SENT them and what became of it.\n *\n * ## Why one stream\n *\n * The histories answer one question, \"what has happened with this person\",\n * and a page showing them as separate lists asks the reader to interleave\n * them by eye. The merge is `mergeContactTimeline`, pure and specced: newest\n * first, stable at a tie, an undated entry last, a campaign at the instant\n * it was sent.\n *\n * Each entry says which it is. A captured entry carries the door's label and\n * a \"Captured\" chip and offers no controls; a logged entry carries its kind\n * and a \"Logged\" chip, and its author may edit or delete it; a campaign\n * entry carries \"Campaign\" and \"Sent\", links to the email's report, and is\n * nobody's to edit.\n *\n * ## What is read\n *\n * The captured side comes off the contact document the page already holds\n * — THIS group's facet, filtered to the sites the group may see, the same\n * projection the contacts list makes — and costs no read. The logged side is\n * the bounded listener every activity surface uses, filtered to this\n * contact, a hundred at a time. The campaign side is one request to\n * `crm/contact-email-history`, which reads down this person's own delivery\n * log, capped, and never a campaign's recipients. The facet's history is\n * capped at fifty by the platform, so past the window the stream is the\n * logged side alone.\n *\n * ## How it reads\n *\n * Every entry is a collapsed row that opens in place, paged by the\n * console's footer over the merged stream; a page turned past the logged\n * window widens it by the next hundred. **Expand all** and **Log activity**\n * sit in the card header, and edit and delete stay on the entry they act on.\n */\nexport function ContactTimelineCard(props: ContactTimelineCardProps) {\n  const { hostId, org, contactId, contact, campaignHref, suiteLocked = false } = props\n  const scope = useActivityScope(hostId, org)\n  /*\n   * THIS holder's captured history, and only the visits this group may see.\n   * A read off the top of the document, or of another group's facet, would\n   * be another business's records — the disclosure the facet shape ended.\n   * At the organization level (AGL-2630) the holder is the person's own\n   * primary one, the group the record page reads the profile through.\n   */\n  const consentGroup = useMemo(\n    () =>\n      scope.consentGroup ??\n      contactPrimaryGroup(contact, (org ?? null) as Record<string, unknown> | null),\n    [scope.consentGroup, contact, org],\n  )\n  const interactions = useMemo(() => {\n    const facet = Aglyn.readContactFacet(contact, consentGroup.groupId)\n    return Aglyn.interactionsForGroup(facet.interactions, consentGroup.hostIds)\n  }, [contact, consentGroup])\n  const link = useMemo<ActivityRecordLink>(() => ({ contactId }), [contactId])\n  const activities = useActivityWindow(scope, link)\n  /*\n   * Where a captured entry's record is READ (AGL-2622). The site console's\n   * two route params are already in the URL this page is on, so the link is\n   * built from them rather than from two document reads per timeline. Only\n   * an interaction on THIS site links: a sibling site's order is that\n   * site's record, read on that site's console, and a link built with this\n   * site's segment would 404 or — worse — open the wrong site's row under\n   * the same id. An interaction with no site recorded predates the stamp\n   * and is left unlinked rather than guessed at. Off a site — the org-level\n   * mount — there is no segment to build with, and nothing links.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const siteContext = useMemo(\n    () =>\n      params?.orgSlug && params?.host\n        ? { orgSlug: String(params.orgSlug), host: String(params.host) }\n        : null,\n    [params?.orgSlug, params?.host],\n  )\n  const interactionHref = useCallback(\n    (interaction: ContactInteraction): string | null =>\n      siteContext && interaction.hostId === hostId\n        ? contactInteractionHref(interaction, siteContext)\n        : null,\n    [siteContext, hostId],\n  )\n  // The campaign history is asked of a site: the mounted one, or the holder's.\n  const campaigns = useContactCampaignEmails(\n    hostId ?? 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(\n    <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n      {'Log activity'}\n    </CrmSuiteLockedButton>\n  ) : (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      onClick={openNew}\n      disabled={!activities.ready}\n    >\n      {'Log activity'}\n    </Button>\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Timeline'}\n        help={pluginDocsHelp('contactActivities', { anchor: '#four-kinds-of-history' })}\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              <TimelineExpandAllButton expansion={expansion} disabled={!entries.length} />\n              {logButton}\n            </Stack>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        <Stack spacing={2}>\n          {activities.status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'Logged activity could not be loaded; what follows is what the platform captured.'}\n            </Typography>\n          ) : null}\n          {campaigns.status === 'error' || campaigns.lookupFailed ? (\n            // \"Unknown\", not \"none\": an empty campaign history and one that\n            // could not be read lead a reader to opposite conclusions.\n            <Typography variant=\"body2\" color=\"error\">\n              {'Campaign email could not be loaded; the stream below may be missing the mail this person was sent.'}\n            </Typography>\n          ) : null}\n          {entries.length === 0 ? (\n            campaigns.status === 'loading' ? 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link={link}\n        activity={editing}\n      />\n    </>\n  )\n}\nContactTimelineCard.displayName = 'ContactTimelineCard'\n\nexport default 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package/src/lib/components/crm-glance-card.js

@@ -171,6 +171,7 @@ const WEEK_MS = 7 * 24 * 60 * 60 * 1000;
             spacing: 1.5,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

package/src/lib/components/crm-glance-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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 * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\nimport { localDayBounds } from '../model/crm-reports'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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 * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\nimport { localDayBounds } from '../model/crm-reports'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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package/src/lib/components/crm-next-activity-column.d.ts

@@ -1,4 +1,3 @@
-import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
 import type { GridColDef } from '@mui/x-data-grid';
 /**
  * The "Next activity" column the contacts, companies and deals lists share
@@ -15,15 +14,4 @@ import type { GridColDef } from '@mui/x-data-grid';
  * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.
  */
 export declare function nextActivityColumn(nowMs: number): GridColDef;
-/**
- * "No next activity" as a filter of the grid's own panel (AGL-3313): the
- * Next activity column offers "is empty", which stores the clause
- * `isNoNextActivityClause` names, so a view saved with the old toggle on
- * reopens filtered the same way. Asked of the query as `nextTaskAtMs ==
- * null` (AGL-3321): every contact, company and deal is created carrying
- * `null`, and the task writers put `null` back when nothing is left
- * scheduled.
- */
-export declare const CRM_NEXT_ACTIVITY_FILTER_FIELD: ListFilterField;
-/** What the clause reads as on a chip. */
-export declare const CRM_NEXT_ACTIVITY_FILTER_HEADER = "Next activity";
+export { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER, } from '../model/crm-next-activity';

package/src/lib/components/crm-next-activity-column.js

@@ -69,24 +69,6 @@ import { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from "../model/crm-next-act
         }
     };
 }
-/**
- * "No next activity" as a filter of the grid's own panel (AGL-3313): the
- * Next activity column offers "is empty", which stores the clause
- * `isNoNextActivityClause` names, so a view saved with the old toggle on
- * reopens filtered the same way. Asked of the query as `nextTaskAtMs ==
- * null` (AGL-3321): every contact, company and deal is created carrying
- * `null`, and the task writers put `null` back when nothing is left
- * scheduled.
- */ export const CRM_NEXT_ACTIVITY_FILTER_FIELD = {
-    column: CRM_NEXT_ACTIVITY_FIELD,
-    kind: 'date',
-    path: CRM_NEXT_ACTIVITY_FIELD,
-    presence: 'nullable',
-    storedAs: 'millis',
-    operators: [
-        'isEmpty'
-    ]
-};
-/** What the clause reads as on a chip. */ export const CRM_NEXT_ACTIVITY_FILTER_HEADER = 'Next activity';
+export { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER } from "../model/crm-next-activity.js";
 
 //# sourceMappingURL=crm-next-activity-column.js.map

package/src/lib/components/crm-next-activity-column.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-next-activity-column.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 type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { TaskDueText } from './task-cells'\nimport { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from '../model/crm-next-activity'\n\n/**\n * The \"Next activity\" column the contacts, companies and deals lists share\n * (AGL-2661): when the record's earliest open task is due, off the\n * `nextTaskAtMs` every server-side task writer keeps on the row.\n *\n * Drawn the way the tasks list draws a due date — overdue in the warning\n * color, today emphasized — because it IS that date, seen from the record.\n * A dash for a record with nothing scheduled, and the same dash for one\n * written before the field existed: the reader's question is \"is anything\n * planned\", and to both the answer is no. Sorting is off for the reason\n * the custom columns' is — the value is on the row, and a sort over the\n * loaded window would look like a sort over the collection. Filtering is\n * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.\n */\nexport function nextActivityColumn(nowMs: number): GridColDef {\n  return {\n    field: CRM_NEXT_ACTIVITY_FIELD,\n    headerName: 'Next activity',\n    flex: 0.8,\n    minWidth: 140,\n    type: 'date',\n    sortable: false,\n    filterable: false,\n    valueGetter: (_value: unknown, row: { nextTaskAtMs?: unknown }) => {\n      const at = readNextTaskAtMs(row)\n      return at === null ? null : new Date(at)\n    },\n    renderCell: ({ row }: { row: { nextTaskAtMs?: unknown } }) => {\n      const at = readNextTaskAtMs(row)\n      if (at === null) {\n        return (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        )\n      }\n      return (\n        <Tooltip title={new Date(at).toLocaleString()}>\n          <span>\n            <TaskDueText task={{ status: 'open', dueAtMs: at }} nowMs={nowMs} variant=\"caption\" />\n          </span>\n        </Tooltip>\n      )\n    },\n  }\n}\n\n/**\n * \"No next activity\" as a filter of the grid's own panel (AGL-3313): the\n * Next activity column offers \"is empty\", which stores the clause\n * `isNoNextActivityClause` names, so a view saved with the old toggle on\n * reopens filtered the same way. Asked of the query as `nextTaskAtMs ==\n * null` (AGL-3321): every contact, company and deal is created carrying\n * `null`, and the task writers put `null` back when nothing is left\n * scheduled.\n */\nexport const CRM_NEXT_ACTIVITY_FILTER_FIELD: ListFilterField = {\n  column: CRM_NEXT_ACTIVITY_FIELD,\n  kind: 'date',\n  path: CRM_NEXT_ACTIVITY_FIELD,\n  presence: 'nullable',\n  storedAs: 'millis',\n  operators: ['isEmpty'],\n}\n\n/** What the clause reads as on a chip. */\nexport const CRM_NEXT_ACTIVITY_FILTER_HEADER = 'Next activity'\n"],"names":["Tooltip","Typography","TaskDueText","CRM_NEXT_ACTIVITY_FIELD","readNextTaskAtMs","nextActivityColumn","nowMs","field","headerName","flex","minWidth","type","sortable","filterable","valueGetter","_value","row","at","Date","renderCell","variant","color","title","toLocaleString","span","task","status","dueAtMs","CRM_NEXT_ACTIVITY_FILTER_FIELD","column","kind","path","presence","storedAs","operators","CRM_NEXT_ACTIVITY_FILTER_HEADER"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEnD,SAASC,WAAW,QAAQ,kBAAc;AAC1C,SAASC,uBAAuB,EAAEC,gBAAgB,QAAQ,gCAA4B;AAEtF;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAO;QACLC,OAAOJ;QACPK,YAAY;QACZC,MAAM;QACNC,UAAU;QACVC,MAAM;QACNC,UAAU;QACVC,YAAY;QACZC,aAAa,CAACC,QAAiBC;YAC7B,MAAMC,KAAKb,iBAAiBY;YAC5B,OAAOC,OAAO,OAAO,OAAO,IAAIC,KAAKD;QACvC;QACAE,YAAY,CAAC,EAAEH,GAAG,EAAuC;YACvD,MAAMC,KAAKb,iBAAiBY;YAC5B,IAAIC,OAAO,MAAM;gBACf,qBACE,KAAChB;oBAAWmB,SAAQ;oBAAUC,OAAM;8BACjC;;YAGP;YACA,qBACE,KAACrB;gBAAQsB,OAAO,IAAIJ,KAAKD,IAAIM,cAAc;0BACzC,cAAA,KAACC;8BACC,cAAA,KAACtB;wBAAYuB,MAAM;4BAAEC,QAAQ;4BAAQC,SAASV;wBAAG;wBAAGX,OAAOA;wBAAOc,SAAQ;;;;QAIlF;IACF;AACF;AAEA;;;;;;;;CAQC,GACD,OAAO,MAAMQ,iCAAkD;IAC7DC,QAAQ1B;IACR2B,MAAM;IACNC,MAAM5B;IACN6B,UAAU;IACVC,UAAU;IACVC,WAAW;QAAC;KAAU;AACxB,EAAC;AAED,wCAAwC,GACxC,OAAO,MAAMC,kCAAkC,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-next-activity-column.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 { Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { TaskDueText } from './task-cells'\nimport { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from '../model/crm-next-activity'\n\n/**\n * The \"Next activity\" column the contacts, companies and deals lists share\n * (AGL-2661): when the record's earliest open task is due, off the\n * `nextTaskAtMs` every server-side task writer keeps on the row.\n *\n * Drawn the way the tasks list draws a due date — overdue in the warning\n * color, today emphasized — because it IS that date, seen from the record.\n * A dash for a record with nothing scheduled, and the same dash for one\n * written before the field existed: the reader's question is \"is anything\n * planned\", and to both the answer is no. Sorting is off for the reason\n * the custom columns' is — the value is on the row, and a sort over the\n * loaded window would look like a sort over the collection. Filtering is\n * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.\n */\nexport function nextActivityColumn(nowMs: number): GridColDef {\n  return {\n    field: CRM_NEXT_ACTIVITY_FIELD,\n    headerName: 'Next activity',\n    flex: 0.8,\n    minWidth: 140,\n    type: 'date',\n    sortable: false,\n    filterable: false,\n    valueGetter: (_value: unknown, row: { nextTaskAtMs?: unknown }) => {\n      const at = readNextTaskAtMs(row)\n      return at === null ? null : new Date(at)\n    },\n    renderCell: ({ row }: { row: { nextTaskAtMs?: unknown } }) => {\n      const at = readNextTaskAtMs(row)\n      if (at === null) {\n        return (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        )\n      }\n      return (\n        <Tooltip title={new Date(at).toLocaleString()}>\n          <span>\n            <TaskDueText task={{ status: 'open', dueAtMs: at }} nowMs={nowMs} variant=\"caption\" />\n          </span>\n        </Tooltip>\n      )\n    },\n  }\n}\n\nexport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n} from '../model/crm-next-activity'\n"],"names":["Tooltip","Typography","TaskDueText","CRM_NEXT_ACTIVITY_FIELD","readNextTaskAtMs","nextActivityColumn","nowMs","field","headerName","flex","minWidth","type","sortable","filterable","valueGetter","_value","row","at","Date","renderCell","variant","color","title","toLocaleString","span","task","status","dueAtMs","CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_NEXT_ACTIVITY_FILTER_HEADER"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEnD,SAASC,WAAW,QAAQ,kBAAc;AAC1C,SAASC,uBAAuB,EAAEC,gBAAgB,QAAQ,gCAA4B;AAEtF;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAO;QACLC,OAAOJ;QACPK,YAAY;QACZC,MAAM;QACNC,UAAU;QACVC,MAAM;QACNC,UAAU;QACVC,YAAY;QACZC,aAAa,CAACC,QAAiBC;YAC7B,MAAMC,KAAKb,iBAAiBY;YAC5B,OAAOC,OAAO,OAAO,OAAO,IAAIC,KAAKD;QACvC;QACAE,YAAY,CAAC,EAAEH,GAAG,EAAuC;YACvD,MAAMC,KAAKb,iBAAiBY;YAC5B,IAAIC,OAAO,MAAM;gBACf,qBACE,KAAChB;oBAAWmB,SAAQ;oBAAUC,OAAM;8BACjC;;YAGP;YACA,qBACE,KAACrB;gBAAQsB,OAAO,IAAIJ,KAAKD,IAAIM,cAAc;0BACzC,cAAA,KAACC;8BACC,cAAA,KAACtB;wBAAYuB,MAAM;4BAAEC,QAAQ;4BAAQC,SAASV;wBAAG;wBAAGX,OAAOA;wBAAOc,SAAQ;;;;QAIlF;IACF;AACF;AAEA,SACEQ,8BAA8B,EAC9BC,+BAA+B,QAC1B,gCAA4B"}

package/src/lib/components/crm-record-header.js

@@ -72,6 +72,7 @@ import { CrmRecordBookingZone } from "./crm-booking-zone.js";
                 contentGutterY: true,
                 HeaderProps: {
                     action: /*#__PURE__*/ _jsxs(Stack, {
+                        useFlexGap: true,
                         direction: "row",
                         spacing: 1,
                         sx: {
@@ -104,6 +105,7 @@ import { CrmRecordBookingZone } from "./crm-booking-zone.js";
                     spacing: 2,
                     children: [
                         hasChipRow ? /*#__PURE__*/ _jsxs(Stack, {
+                            useFlexGap: true,
                             direction: "row",
                             spacing: 1,
                             sx: {

package/src/lib/components/crm-record-header.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-header.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 { PageHeaderRecord } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay, type CardDisplayProps } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { Button, Chip, type ChipProps, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport {\n  CrmRecordBookingZone,\n  type CrmRecordBookingZoneProps,\n} from './crm-booking-zone'\n\nexport interface CrmRecordHeaderProps {\n  /** What the record is — the lead card's heading: Contact, Company, Deal, Lead. */\n  kind: string\n  /**\n   * The record's own name, published to the page heading and the trail.\n   * Undefined until it has loaded, so the route's heading stands meanwhile.\n   */\n  title: string | undefined\n  /** The one line under the heading — an address, a domain, a pipeline and stage. */\n  subtitle?: ReactNode\n  /** The record's facts as chips: a stage, a status, an owner. */\n  chips?: ReactNode\n  /** The way back to the section the record lives in. */\n  backHref: string\n  backLabel: string\n  /** The primary controls, beside the menu. */\n  actions?: ReactNode\n  /** Everything else, behind the overflow — the destructive act lives here. */\n  menuItems?: RowActionsMenuItem[]\n  help?: CardDisplayProps['help']\n  /** The record is still on its way; the chip row says so rather than sitting empty. */\n  loading?: boolean\n  /** What the card holds under the chips — a properties list, or a refusal. */\n  children?: ReactNode\n  /**\n   * The **Book a meeting** action (AGL-2660), for a contact, a lead or a\n   * deal: the record the link carries, and the site whose services are\n   * offered. Drawn beside the primary controls, and only where the site has\n   * a booking door — the action renders nothing otherwise.\n   */\n  booking?: CrmRecordBookingZoneProps\n}\n\n/**\n * THE HEADER EVERY CRM RECORD PAGE OPENS ON (AGL-2614).\n *\n * A contact, a company, a deal and a lead each had a lead card of their own\n * and no two agreed: one kept its controls in the card header and one at the\n * card's foot, one put the way back in a caption under the properties, one\n * offered Delete as a red button beside Edit and one behind a menu, and the\n * page heading was published by the page on three of them and never on the\n * fourth. A reader moving between the four records of one sale was reading\n * four products.\n *\n * ## The grammar\n *\n * ```\n *   [ page heading and trail: the record's name ]\n *   Kind                           [ Back to … ] [ primary ] [ ⋮ ]\n *   subtitle line\n *   [ chip ] [ chip ] [ chip ]\n *   children\n * ```\n *\n * The page heading is the record's NAME — published from here, once, by\n * whichever component loaded the record, so the shell's heading and the\n * card read one document. The card is then free to say what the record IS\n * (`kind`) rather than repeating the name, and its subtitle carries the one\n * fact that identifies the record beyond its name: the address, the domain,\n * the pipeline and stage.\n *\n * Controls sit in the card HEADER, never at its foot: the header is where a\n * reader looks for what they can do to the thing they just opened, and a\n * foot of controls scrolls away under a long properties list. The way back\n * leads, because the record is the trail's last crumb and the crumb is not a\n * link. The primary act — Edit, Convert, Add to list — is a button; every\n * other act, and the destructive one in particular, is a menu item, so that\n * a delete is never one mis-click from the button beside it.\n */\nexport function CrmRecordHeader(props: CrmRecordHeaderProps) {\n  const {\n    kind,\n    title,\n    subtitle,\n    chips,\n    backHref,\n    backLabel,\n    actions,\n    menuItems,\n    help,\n    loading,\n    children,\n    booking,\n  } = props\n  const hasChipRow = Boolean(chips) || Boolean(loading)\n  return (\n    <>\n      <PageHeaderRecord title={title} />\n      <CardDisplay\n        header={kind}\n        subheader={subtitle}\n        help={help}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack\n              direction=\"row\"\n              spacing={1}\n              sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n            >\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={backHref}\n                size=\"small\"\n                color=\"primary\"\n              >\n                {backLabel}\n              </Button>\n              {actions}\n              {booking ? <CrmRecordBookingZone {...booking} /> : null}\n              {menuItems?.length ? (\n                <RowActionsMenu label={title || kind} items={menuItems} />\n              ) : null}\n            </Stack>\n          ),\n        }}\n      >\n        {hasChipRow || children ? (\n          <Stack spacing={2}>\n            {hasChipRow ? (\n              <Stack\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n              >\n                {chips}\n                {loading ? (\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {'Loading…'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n            {children}\n          </Stack>\n        ) : null}\n      </CardDisplay>\n    </>\n  )\n}\nCrmRecordHeader.displayName = 'CrmRecordHeader'\n\nexport interface CrmRecordChipProps {\n  /** What the fact is — Owner, Industry, Amount. */\n  label: string\n  /** The fact. Nothing is rendered without one, so a caller can pass it blindly. */\n  value?: ReactNode\n  color?: ChipProps['color']\n  variant?: ChipProps['variant']\n}\n\n/**\n * One fact on the chip row, in the `Label: value` form every record uses.\n *\n * A chip with no value renders nothing rather than a bare label, so a\n * record page lists every fact it might have and the row shows the ones\n * this record does.\n */\nexport function CrmRecordChip(props: CrmRecordChipProps) {\n  const { label, value, color, variant = 'outlined' } = props\n  if (value === null || value === undefined || value === '') return null\n  return (\n    <Chip\n      size=\"small\"\n      variant={variant}\n      color={color}\n      label={\n        <>\n          <Typography component=\"span\" variant=\"inherit\" color=\"text.secondary\">\n            {`${label}: `}\n          </Typography>\n          {value}\n        </>\n      }\n    />\n  )\n}\nCrmRecordChip.displayName = 'CrmRecordChip'\n\nexport default CrmRecordHeader\n"],"names":["PageHeaderRecord","AppLink","CardDisplay","RowActionsMenu","Button","Chip","Stack","Typography","CrmRecordBookingZone","CrmRecordHeader","props","kind","title","subtitle","chips","backHref","backLabel","actions","menuItems","help","loading","children","booking","hasChipRow","Boolean","header","subheader","contentGutterX","contentGutterY","HeaderProps","action","direction","spacing","sx","alignItems","flexWrap","rowGap","component","componentVariant","nativeButton","href","size","color","length","label","items","variant","displayName","CrmRecordChip","value","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,gBAAgB,QAAQ,eAAc;AAC/C,SAASC,OAAO,EAAEC,WAAW,QAA+B,uBAAsB;AAClF,OAAOC,oBAEA,6DAA4D;AACnE,SAASC,MAAM,EAAEC,IAAI,EAAkBC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAE/E,SACEC,oBAAoB,QAEf,wBAAoB;AAmC3B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EACJC,IAAI,EACJC,KAAK,EACLC,QAAQ,EACRC,KAAK,EACLC,QAAQ,EACRC,SAAS,EACTC,OAAO,EACPC,SAAS,EACTC,IAAI,EACJC,OAAO,EACPC,QAAQ,EACRC,OAAO,EACR,GAAGZ;IACJ,MAAMa,aAAaC,QAAQV,UAAUU,QAAQJ;IAC7C,qBACE;;0BACE,KAACpB;gBAAiBY,OAAOA;;0BACzB,KAACV;gBACCuB,QAAQd;gBACRe,WAAWb;gBACXM,MAAMA;gBACNQ,cAAc;gBACdC,cAAc;gBACdC,aAAa;oBACXC,sBACE,MAACxB;wBACCyB,WAAU;wBACVC,SAAS;wBACTC,IAAI;4BAAEC,YAAY;4BAAUC,UAAU;4BAAQC,QAAQ;wBAAE;;0CAExD,KAAChC;gCACCiC,WAAWpC;+BACN;gCAAEqC,kBAAkB;gCAASC,cAAc;4BAAM;gCACtDC,MAAMzB;gCACN0B,MAAK;gCACLC,OAAM;0CAEL1B;;4BAEFC;4BACAK,wBAAU,KAACd,mCAAyBc,YAAc;4BAClDJ,CAAAA,6BAAAA,UAAWyB,MAAM,kBAChB,KAACxC;gCAAeyC,OAAOhC,SAASD;gCAAMkC,OAAO3B;iCAC3C;;;gBAGV;0BAECK,cAAcF,yBACb,MAACf;oBAAM0B,SAAS;;wBACbT,2BACC,MAACjB;4BACCyB,WAAU;4BACVC,SAAS;4BACTC,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAE;;gCAEvDtB;gCACAM,wBACC,KAACb;oCAAWuC,SAAQ;oCAAQJ,OAAM;8CAC/B;qCAED;;6BAEJ;wBACHrB;;qBAED;;;;AAIZ;AACAZ,gBAAgBsC,WAAW,GAAG;AAW9B;;;;;;CAMC,GACD,OAAO,SAASC,cAActC,KAAyB;IACrD,MAAM,EAAEkC,KAAK,EAAEK,KAAK,EAAEP,KAAK,EAAEI,UAAU,UAAU,EAAE,GAAGpC;IACtD,IAAIuC,UAAU,QAAQA,UAAUC,aAAaD,UAAU,IAAI,OAAO;IAClE,qBACE,KAAC5C;QACCoC,MAAK;QACLK,SAASA;QACTJ,OAAOA;QACPE,qBACE;;8BACE,KAACrC;oBAAW8B,WAAU;oBAAOS,SAAQ;oBAAUJ,OAAM;8BAClD,GAAGE,MAAM,EAAE,CAAC;;gBAEdK;;;;AAKX;AACAD,cAAcD,WAAW,GAAG;AAE5B,eAAetC,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-header.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 { PageHeaderRecord } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay, type CardDisplayProps } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { Button, Chip, type ChipProps, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport {\n  CrmRecordBookingZone,\n  type CrmRecordBookingZoneProps,\n} from './crm-booking-zone'\n\nexport interface CrmRecordHeaderProps {\n  /** What the record is — the lead card's heading: Contact, Company, Deal, Lead. */\n  kind: string\n  /**\n   * The record's own name, published to the page heading and the trail.\n   * Undefined until it has loaded, so the route's heading stands meanwhile.\n   */\n  title: string | undefined\n  /** The one line under the heading — an address, a domain, a pipeline and stage. */\n  subtitle?: ReactNode\n  /** The record's facts as chips: a stage, a status, an owner. */\n  chips?: ReactNode\n  /** The way back to the section the record lives in. */\n  backHref: string\n  backLabel: string\n  /** The primary controls, beside the menu. */\n  actions?: ReactNode\n  /** Everything else, behind the overflow — the destructive act lives here. */\n  menuItems?: RowActionsMenuItem[]\n  help?: CardDisplayProps['help']\n  /** The record is still on its way; the chip row says so rather than sitting empty. */\n  loading?: boolean\n  /** What the card holds under the chips — a properties list, or a refusal. */\n  children?: ReactNode\n  /**\n   * The **Book a meeting** action (AGL-2660), for a contact, a lead or a\n   * deal: the record the link carries, and the site whose services are\n   * offered. Drawn beside the primary controls, and only where the site has\n   * a booking door — the action renders nothing otherwise.\n   */\n  booking?: CrmRecordBookingZoneProps\n}\n\n/**\n * THE HEADER EVERY CRM RECORD PAGE OPENS ON (AGL-2614).\n *\n * A contact, a company, a deal and a lead each had a lead card of their own\n * and no two agreed: one kept its controls in the card header and one at the\n * card's foot, one put the way back in a caption under the properties, one\n * offered Delete as a red button beside Edit and one behind a menu, and the\n * page heading was published by the page on three of them and never on the\n * fourth. A reader moving between the four records of one sale was reading\n * four products.\n *\n * ## The grammar\n *\n * ```\n *   [ page heading and trail: the record's name ]\n *   Kind                           [ Back to … ] [ primary ] [ ⋮ ]\n *   subtitle line\n *   [ chip ] [ chip ] [ chip ]\n *   children\n * ```\n *\n * The page heading is the record's NAME — published from here, once, by\n * whichever component loaded the record, so the shell's heading and the\n * card read one document. The card is then free to say what the record IS\n * (`kind`) rather than repeating the name, and its subtitle carries the one\n * fact that identifies the record beyond its name: the address, the domain,\n * the pipeline and stage.\n *\n * Controls sit in the card HEADER, never at its foot: the header is where a\n * reader looks for what they can do to the thing they just opened, and a\n * foot of controls scrolls away under a long properties list. The way back\n * leads, because the record is the trail's last crumb and the crumb is not a\n * link. The primary act — Edit, Convert, Add to list — is a button; every\n * other act, and the destructive one in particular, is a menu item, so that\n * a delete is never one mis-click from the button beside it.\n */\nexport function CrmRecordHeader(props: CrmRecordHeaderProps) {\n  const {\n    kind,\n    title,\n    subtitle,\n    chips,\n    backHref,\n    backLabel,\n    actions,\n    menuItems,\n    help,\n    loading,\n    children,\n    booking,\n  } = props\n  const hasChipRow = Boolean(chips) || Boolean(loading)\n  return (\n    <>\n      <PageHeaderRecord title={title} />\n      <CardDisplay\n        header={kind}\n        subheader={subtitle}\n        help={help}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack\n              useFlexGap\n              direction=\"row\"\n              spacing={1}\n              sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n            >\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={backHref}\n                size=\"small\"\n                color=\"primary\"\n              >\n                {backLabel}\n              </Button>\n              {actions}\n              {booking ? <CrmRecordBookingZone {...booking} /> : null}\n              {menuItems?.length ? (\n                <RowActionsMenu label={title || kind} items={menuItems} />\n              ) : null}\n            </Stack>\n          ),\n        }}\n      >\n        {hasChipRow || children ? (\n          <Stack spacing={2}>\n            {hasChipRow ? (\n              <Stack\n                useFlexGap\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n              >\n                {chips}\n                {loading ? (\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {'Loading…'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n            {children}\n          </Stack>\n        ) : null}\n      </CardDisplay>\n    </>\n  )\n}\nCrmRecordHeader.displayName = 'CrmRecordHeader'\n\nexport interface CrmRecordChipProps {\n  /** What the fact is — Owner, Industry, Amount. */\n  label: string\n  /** The fact. Nothing is rendered without one, so a caller can pass it blindly. */\n  value?: ReactNode\n  color?: ChipProps['color']\n  variant?: ChipProps['variant']\n}\n\n/**\n * One fact on the chip row, in the `Label: value` form every record uses.\n *\n * A chip with no value renders nothing rather than a bare label, so a\n * record page lists every fact it might have and the row shows the ones\n * this record does.\n */\nexport function CrmRecordChip(props: CrmRecordChipProps) {\n  const { label, value, color, variant = 'outlined' } = props\n  if (value === null || value === undefined || value === '') return null\n  return (\n    <Chip\n      size=\"small\"\n      variant={variant}\n      color={color}\n      label={\n        <>\n          <Typography component=\"span\" variant=\"inherit\" color=\"text.secondary\">\n            {`${label}: `}\n          </Typography>\n          {value}\n        </>\n      }\n    />\n  )\n}\nCrmRecordChip.displayName = 'CrmRecordChip'\n\nexport default CrmRecordHeader\n"],"names":["PageHeaderRecord","AppLink","CardDisplay","RowActionsMenu","Button","Chip","Stack","Typography","CrmRecordBookingZone","CrmRecordHeader","props","kind","title","subtitle","chips","backHref","backLabel","actions","menuItems","help","loading","children","booking","hasChipRow","Boolean","header","subheader","contentGutterX","contentGutterY","HeaderProps","action","useFlexGap","direction","spacing","sx","alignItems","flexWrap","rowGap","component","componentVariant","nativeButton","href","size","color","length","label","items","variant","displayName","CrmRecordChip","value","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,gBAAgB,QAAQ,eAAc;AAC/C,SAASC,OAAO,EAAEC,WAAW,QAA+B,uBAAsB;AAClF,OAAOC,oBAEA,6DAA4D;AACnE,SAASC,MAAM,EAAEC,IAAI,EAAkBC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAE/E,SACEC,oBAAoB,QAEf,wBAAoB;AAmC3B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EACJC,IAAI,EACJC,KAAK,EACLC,QAAQ,EACRC,KAAK,EACLC,QAAQ,EACRC,SAAS,EACTC,OAAO,EACPC,SAAS,EACTC,IAAI,EACJC,OAAO,EACPC,QAAQ,EACRC,OAAO,EACR,GAAGZ;IACJ,MAAMa,aAAaC,QAAQV,UAAUU,QAAQJ;IAC7C,qBACE;;0BACE,KAACpB;gBAAiBY,OAAOA;;0BACzB,KAACV;gBACCuB,QAAQd;gBACRe,WAAWb;gBACXM,MAAMA;gBACNQ,cAAc;gBACdC,cAAc;gBACdC,aAAa;oBACXC,sBACE,MAACxB;wBACCyB,UAAU;wBACVC,WAAU;wBACVC,SAAS;wBACTC,IAAI;4BAAEC,YAAY;4BAAUC,UAAU;4BAAQC,QAAQ;wBAAE;;0CAExD,KAACjC;gCACCkC,WAAWrC;+BACN;gCAAEsC,kBAAkB;gCAASC,cAAc;4BAAM;gCACtDC,MAAM1B;gCACN2B,MAAK;gCACLC,OAAM;0CAEL3B;;4BAEFC;4BACAK,wBAAU,KAACd,mCAAyBc,YAAc;4BAClDJ,CAAAA,6BAAAA,UAAW0B,MAAM,kBAChB,KAACzC;gCAAe0C,OAAOjC,SAASD;gCAAMmC,OAAO5B;iCAC3C;;;gBAGV;0BAECK,cAAcF,yBACb,MAACf;oBAAM2B,SAAS;;wBACbV,2BACC,MAACjB;4BACCyB,UAAU;4BACVC,WAAU;4BACVC,SAAS;4BACTC,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAE;;gCAEvDvB;gCACAM,wBACC,KAACb;oCAAWwC,SAAQ;oCAAQJ,OAAM;8CAC/B;qCAED;;6BAEJ;wBACHtB;;qBAED;;;;AAIZ;AACAZ,gBAAgBuC,WAAW,GAAG;AAW9B;;;;;;CAMC,GACD,OAAO,SAASC,cAAcvC,KAAyB;IACrD,MAAM,EAAEmC,KAAK,EAAEK,KAAK,EAAEP,KAAK,EAAEI,UAAU,UAAU,EAAE,GAAGrC;IACtD,IAAIwC,UAAU,QAAQA,UAAUC,aAAaD,UAAU,IAAI,OAAO;IAClE,qBACE,KAAC7C;QACCqC,MAAK;QACLK,SAASA;QACTJ,OAAOA;QACPE,qBACE;;8BACE,KAACtC;oBAAW+B,WAAU;oBAAOS,SAAQ;oBAAUJ,OAAM;8BAClD,GAAGE,MAAM,EAAE,CAAC;;gBAEdK;;;;AAKX;AACAD,cAAcD,WAAW,GAAG;AAE5B,eAAevC,gBAAe"}

package/src/lib/components/deals-section.js

@@ -550,6 +550,7 @@ const DEAL_STATUS_FILTER_OPTIONS = [
                     spacing: 2,
                     children: [
                         /*#__PURE__*/ _jsxs(Stack, {
+                            useFlexGap: true,
                             direction: "row",
                             spacing: 3,
                             sx: {