@aglyn/plugins-crm 1.0.0-beta.231 → 1.0.0-beta.233

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.231",
+  "version": "1.0.0-beta.233",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.231",
-    "@aglyn/shared-data-enums": "1.0.0-beta.231",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.231",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.231",
-    "@aglyn/shared-ui-next": "1.0.0-beta.231",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.231",
-    "@aglyn/shared-util-email": "1.0.0-beta.231",
-    "@aglyn/shared-util-http": "1.0.0-beta.231",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.231",
-    "@aglyn/shared-util-tools": "1.0.0-beta.231",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.231",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.231",
-    "@aglyn/tenant-runtime": "1.0.0-beta.231",
+    "@aglyn/aglyn": "1.0.0-beta.233",
+    "@aglyn/shared-data-enums": "1.0.0-beta.233",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.233",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.233",
+    "@aglyn/shared-ui-next": "1.0.0-beta.233",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.233",
+    "@aglyn/shared-util-email": "1.0.0-beta.233",
+    "@aglyn/shared-util-http": "1.0.0-beta.233",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.233",
+    "@aglyn/shared-util-tools": "1.0.0-beta.233",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.233",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.233",
+    "@aglyn/tenant-runtime": "1.0.0-beta.233",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/activity-timeline.js

@@ -182,6 +182,7 @@ TimelineExpandAllButton.displayName = 'TimelineExpandAllButton';
                 },
                 children: [
                     chips ? /*#__PURE__*/ _jsx(Stack, {
+                        useFlexGap: true,
                         direction: "row",
                         spacing: 1,
                         sx: {

package/src/lib/components/activity-timeline.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/activity-timeline.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  mdiChevronDown,\n  mdiChevronRight,\n  mdiUnfoldLessHorizontal,\n  mdiUnfoldMoreHorizontal,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { ListPaginationProps } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Box, Button, Collapse, IconButton, Stack, Typography } from '@mui/material'\nimport { type ReactNode, useCallback, useEffect, useId, useMemo, useState } from 'react'\n\n/*\n * THE ROW GRAMMAR OF EVERY CRM HISTORY: the Timeline on a contact, the\n * Activity card on a lead, a company and a deal, and the Recent activity\n * feed under the contacts list.\n *\n * Salesforce's activity timeline is the model. Each entry is a collapsed\n * row — a chevron, the kind, a one-line heading and the who/whom/when under\n * it — that opens in place to what it holds: an email's body, a note's whole\n * text. The card header carries \"Expand all\", the list is paged by the\n * console's own footer, and nothing a row showed before is dropped: what\n * does not fit on the collapsed row is in the opened one.\n */\n\n/** Which entries of one history are open. */\nexport interface TimelineExpansion {\n  isExpanded: (key: string) => boolean\n  toggle: (key: string) => void\n  /** Every entry is open and none has been closed since. */\n  allExpanded: boolean\n  setAllExpanded: (expanded: boolean) => void\n}\n\n/**\n * The open/closed state of a history's entries, held by the CARD so that\n * the header's \"Expand all\" and each row's chevron act on one state.\n *\n * Kept as a default plus the keys that differ from it, so \"Expand all\"\n * reaches the entries of pages the reader has not turned to yet, and a row\n * closed after it stays closed.\n */\nexport function useTimelineExpansion(): TimelineExpansion {\n  const [state, setState] = useState<{ all: boolean; flipped: ReadonlySet<string> }>(\n    () => ({ all: false, flipped: new Set<string>() }),\n  )\n  const isExpanded = useCallback(\n    (key: string) => state.all !== state.flipped.has(key),\n    [state],\n  )\n  const toggle = useCallback((key: string) => {\n    setState((current) => {\n      const flipped = new Set(current.flipped)\n      if (flipped.has(key)) flipped.delete(key)\n      else flipped.add(key)\n      return { all: current.all, flipped }\n    })\n  }, [])\n  const setAllExpanded = useCallback((all: boolean) => {\n    setState({ all, flipped: new Set<string>() })\n  }, [])\n  return useMemo(\n    () => ({\n      isExpanded,\n      toggle,\n      allExpanded: state.all && state.flipped.size === 0,\n      setAllExpanded,\n    }),\n    [isExpanded, toggle, state, setAllExpanded],\n  )\n}\n\n/** The card header's \"Expand all\" / \"Collapse all\". */\nexport function TimelineExpandAllButton(props: {\n  expansion: TimelineExpansion\n  disabled?: boolean\n}) {\n  const { expansion, disabled } = props\n  const open = expansion.allExpanded\n  return (\n    <Button\n      size=\"small\"\n      disabled={disabled}\n      startIcon={\n        <MdiIcon\n          path={(open ? mdiUnfoldLessHorizontal : mdiUnfoldMoreHorizontal).path}\n          size={0.8}\n        />\n      }\n      onClick={() => expansion.setAllExpanded(!open)}\n    >\n      {open ? 'Collapse all' : 'Expand all'}\n    </Button>\n  )\n}\nTimelineExpandAllButton.displayName = 'TimelineExpandAllButton'\n\n/** The listener window a history pages over. */\nexport interface TimelineWindow {\n  /** A further page exists past the rows the listener holds. */\n  hasMore?: boolean\n  /** Widens the listener by one step. */\n  showMore?: () => void\n  /** The listener is reading; the page asked for is held rather than pulled back. */\n  loading?: boolean\n}\n\n/**\n * Newest-first pages of a history, over rows a listener window holds.\n *\n * The window is the query's bound — a hundred activities on a record, a\n * page's worth on the feed — and a page the reader turns to past what it\n * holds widens it, so the footer's Next is live while the probe row says\n * more exists and the count stays \"of more than\" until it does not. Paged\n * in memory otherwise: the contact timeline merges three sources that share\n * no cursor, so only a slice of the merged stream can be turned.\n */\nexport function useTimelinePages(total: number, reader: TimelineWindow = {}) {\n  const { hasMore = false, showMore, loading = false } = reader\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  const lastPage = Math.max(0, Math.ceil(total / pageSize) - 1)\n  // A page left empty by a delete shows the last one with rows; while the\n  // window is reading, or holds less than exists, the page asked for stands.\n  const shown = hasMore || loading ? page : Math.min(page, lastPage)\n  const start = shown * pageSize\n  const short = start + pageSize > total\n  useEffect(() => {\n    if (short && hasMore && !loading && showMore) showMore()\n  }, [short, hasMore, loading, showMore])\n  const slice = useCallback(\n    <T,>(rows: readonly T[]): T[] => rows.slice(start, start + pageSize),\n    [start, pageSize],\n  )\n  const footer: ListPaginationProps = {\n    page: shown,\n    pageSize,\n    rowCount: Math.max(0, Math.min(pageSize, total - start)),\n    count: hasMore ? undefined : total,\n    hasMore,\n    onPageChange: setPage,\n    onPageSizeChange: setPageSize,\n  }\n  return { page: shown, pageSize, slice, footer }\n}\n\nexport interface TimelineEntryProps {\n  /** The glyph for the entry's kind. */\n  icon: ReactNode\n  /** The chips that say what the entry is: its kind, its direction, its delivery state. */\n  chips?: ReactNode\n  /** The one line a collapsed entry reads as: a subject, a summary, a note's first line. */\n  title?: ReactNode\n  /** A subject reads as one; a note's own words as body text. */\n  titleVariant?: 'subtitle2' | 'body2'\n  /** The line under it: who, to or from whom, when. */\n  meta?: ReactNode\n  /** What the entry opens to. Absent, there is nothing more to show and no chevron. */\n  body?: ReactNode\n  /** Controls on this one entry — edit, delete. */\n  actions?: ReactNode\n  expanded?: boolean\n  onToggle?: () => void\n  /** Names the chevron, \"Expand {label}\", so a screen reader knows which entry. */\n  label?: string\n}\n\n/**\n * One entry of a history: collapsed to its heading and caption, opened in\n * place to its body.\n *\n * An entry with no body has no chevron — a spacer keeps its glyph in line\n * with the rows that have one — and its heading wraps rather than\n * truncating, since there is nowhere else to read the rest of it.\n */\nexport function TimelineEntry(props: TimelineEntryProps) {\n  const {\n    icon,\n    chips,\n    title,\n    titleVariant = 'body2',\n    meta,\n    body,\n    actions,\n    expanded = false,\n    onToggle,\n    label,\n  } = props\n  const bodyId = useId()\n  const expandable = Boolean(body) && Boolean(onToggle)\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'flex-start' }}\n      data-testid=\"timeline-entry\"\n      data-expanded={expandable ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/activity-timeline.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  mdiChevronDown,\n  mdiChevronRight,\n  mdiUnfoldLessHorizontal,\n  mdiUnfoldMoreHorizontal,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { ListPaginationProps } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Box, Button, Collapse, IconButton, Stack, Typography } from '@mui/material'\nimport { type ReactNode, useCallback, useEffect, useId, useMemo, useState } from 'react'\n\n/*\n * THE ROW GRAMMAR OF EVERY CRM HISTORY: the Timeline on a contact, the\n * Activity card on a lead, a company and a deal, and the Recent activity\n * feed under the contacts list.\n *\n * Salesforce's activity timeline is the model. Each entry is a collapsed\n * row — a chevron, the kind, a one-line heading and the who/whom/when under\n * it — that opens in place to what it holds: an email's body, a note's whole\n * text. The card header carries \"Expand all\", the list is paged by the\n * console's own footer, and nothing a row showed before is dropped: what\n * does not fit on the collapsed row is in the opened one.\n */\n\n/** Which entries of one history are open. */\nexport interface TimelineExpansion {\n  isExpanded: (key: string) => boolean\n  toggle: (key: string) => void\n  /** Every entry is open and none has been closed since. */\n  allExpanded: boolean\n  setAllExpanded: (expanded: boolean) => void\n}\n\n/**\n * The open/closed state of a history's entries, held by the CARD so that\n * the header's \"Expand all\" and each row's chevron act on one state.\n *\n * Kept as a default plus the keys that differ from it, so \"Expand all\"\n * reaches the entries of pages the reader has not turned to yet, and a row\n * closed after it stays closed.\n */\nexport function useTimelineExpansion(): TimelineExpansion {\n  const [state, setState] = useState<{ all: boolean; flipped: ReadonlySet<string> }>(\n    () => ({ all: false, flipped: new Set<string>() }),\n  )\n  const isExpanded = useCallback(\n    (key: string) => state.all !== state.flipped.has(key),\n    [state],\n  )\n  const toggle = useCallback((key: string) => {\n    setState((current) => {\n      const flipped = new Set(current.flipped)\n      if (flipped.has(key)) flipped.delete(key)\n      else flipped.add(key)\n      return { all: current.all, flipped }\n    })\n  }, [])\n  const setAllExpanded = useCallback((all: boolean) => {\n    setState({ all, flipped: new Set<string>() })\n  }, [])\n  return useMemo(\n    () => ({\n      isExpanded,\n      toggle,\n      allExpanded: state.all && state.flipped.size === 0,\n      setAllExpanded,\n    }),\n    [isExpanded, toggle, state, setAllExpanded],\n  )\n}\n\n/** The card header's \"Expand all\" / \"Collapse all\". */\nexport function TimelineExpandAllButton(props: {\n  expansion: TimelineExpansion\n  disabled?: boolean\n}) {\n  const { expansion, disabled } = props\n  const open = expansion.allExpanded\n  return (\n    <Button\n      size=\"small\"\n      disabled={disabled}\n      startIcon={\n        <MdiIcon\n          path={(open ? mdiUnfoldLessHorizontal : mdiUnfoldMoreHorizontal).path}\n          size={0.8}\n        />\n      }\n      onClick={() => expansion.setAllExpanded(!open)}\n    >\n      {open ? 'Collapse all' : 'Expand all'}\n    </Button>\n  )\n}\nTimelineExpandAllButton.displayName = 'TimelineExpandAllButton'\n\n/** The listener window a history pages over. */\nexport interface TimelineWindow {\n  /** A further page exists past the rows the listener holds. */\n  hasMore?: boolean\n  /** Widens the listener by one step. */\n  showMore?: () => void\n  /** The listener is reading; the page asked for is held rather than pulled back. */\n  loading?: boolean\n}\n\n/**\n * Newest-first pages of a history, over rows a listener window holds.\n *\n * The window is the query's bound — a hundred activities on a record, a\n * page's worth on the feed — and a page the reader turns to past what it\n * holds widens it, so the footer's Next is live while the probe row says\n * more exists and the count stays \"of more than\" until it does not. Paged\n * in memory otherwise: the contact timeline merges three sources that share\n * no cursor, so only a slice of the merged stream can be turned.\n */\nexport function useTimelinePages(total: number, reader: TimelineWindow = {}) {\n  const { hasMore = false, showMore, loading = false } = reader\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  const lastPage = Math.max(0, Math.ceil(total / pageSize) - 1)\n  // A page left empty by a delete shows the last one with rows; while the\n  // window is reading, or holds less than exists, the page asked for stands.\n  const shown = hasMore || loading ? page : Math.min(page, lastPage)\n  const start = shown * pageSize\n  const short = start + pageSize > total\n  useEffect(() => {\n    if (short && hasMore && !loading && showMore) showMore()\n  }, [short, hasMore, loading, showMore])\n  const slice = useCallback(\n    <T,>(rows: readonly T[]): T[] => rows.slice(start, start + pageSize),\n    [start, pageSize],\n  )\n  const footer: ListPaginationProps = {\n    page: shown,\n    pageSize,\n    rowCount: Math.max(0, Math.min(pageSize, total - start)),\n    count: hasMore ? undefined : total,\n    hasMore,\n    onPageChange: setPage,\n    onPageSizeChange: setPageSize,\n  }\n  return { page: shown, pageSize, slice, footer }\n}\n\nexport interface TimelineEntryProps {\n  /** The glyph for the entry's kind. */\n  icon: ReactNode\n  /** The chips that say what the entry is: its kind, its direction, its delivery state. */\n  chips?: ReactNode\n  /** The one line a collapsed entry reads as: a subject, a summary, a note's first line. */\n  title?: ReactNode\n  /** A subject reads as one; a note's own words as body text. */\n  titleVariant?: 'subtitle2' | 'body2'\n  /** The line under it: who, to or from whom, when. */\n  meta?: ReactNode\n  /** What the entry opens to. Absent, there is nothing more to show and no chevron. */\n  body?: ReactNode\n  /** Controls on this one entry — edit, delete. */\n  actions?: ReactNode\n  expanded?: boolean\n  onToggle?: () => void\n  /** Names the chevron, \"Expand {label}\", so a screen reader knows which entry. */\n  label?: string\n}\n\n/**\n * One entry of a history: collapsed to its heading and caption, opened in\n * place to its body.\n *\n * An entry with no body has no chevron — a spacer keeps its glyph in line\n * with the rows that have one — and its heading wraps rather than\n * truncating, since there is nowhere else to read the rest of it.\n */\nexport function TimelineEntry(props: TimelineEntryProps) {\n  const {\n    icon,\n    chips,\n    title,\n    titleVariant = 'body2',\n    meta,\n    body,\n    actions,\n    expanded = false,\n    onToggle,\n    label,\n  } = props\n  const bodyId = useId()\n  const expandable = Boolean(body) && Boolean(onToggle)\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'flex-start' }}\n      data-testid=\"timeline-entry\"\n      data-expanded={expandable ? String(expanded) : undefined}\n    >\n      {expandable ? (\n        <IconButton\n          size=\"small\"\n          aria-expanded={expanded}\n          aria-controls={bodyId}\n          aria-label={`${expanded ? 'Collapse' : 'Expand'} ${label ?? 'entry'}`}\n          onClick={onToggle}\n          sx={{ mt: -0.25 }}\n        >\n          <MdiIcon path={(expanded ? mdiChevronDown : mdiChevronRight).path} size={0.8} />\n        </IconButton>\n      ) : (\n        <Box aria-hidden sx={{ width: 30, flexShrink: 0 }} />\n      )}\n      <Stack\n        sx={{\n          color: 'text.secondary',\n          pt: 0.25,\n          fontSize: (theme) => theme.typography.h6.fontSize,\n        }}\n      >\n        {icon}\n      </Stack>\n      <Stack spacing={0.5} sx={{ flex: 1, minWidth: 0 }}>\n        {chips ? (\n          <Stack\n            useFlexGap\n            direction=\"row\"\n            spacing={1}\n            sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n          >\n            {chips}\n          </Stack>\n        ) : null}\n        {title ? (\n          <Typography\n            variant={titleVariant}\n            component=\"div\"\n            noWrap={expandable && !expanded}\n            sx={{ overflowWrap: 'anywhere' }}\n          >\n            {title}\n          </Typography>\n        ) : null}\n        {meta}\n        {expandable ? (\n          <Collapse in={expanded} unmountOnExit>\n            <Box id={bodyId}>{body}</Box>\n          </Collapse>\n        ) : (\n          body\n        )}\n      </Stack>\n      {actions ? (\n        <Stack direction=\"row\" spacing={0.5}>\n          {actions}\n        </Stack>\n      ) : null}\n    </Stack>\n  )\n}\nTimelineEntry.displayName = 'TimelineEntry'\n"],"names":["mdiChevronDown","mdiChevronRight","mdiUnfoldLessHorizontal","mdiUnfoldMoreHorizontal","MdiIcon","TABLE_PAGE_SIZE_DEFAULT","Box","Button","Collapse","IconButton","Stack","Typography","useCallback","useEffect","useId","useMemo","useState","useTimelineExpansion","state","setState","all","flipped","Set","isExpanded","key","has","toggle","current","delete","add","setAllExpanded","allExpanded","size","TimelineExpandAllButton","props","expansion","disabled","open","startIcon","path","onClick","displayName","useTimelinePages","total","reader","hasMore","showMore","loading","page","setPage","pageSize","setPageSize","lastPage","Math","max","ceil","shown","min","start","short","slice","rows","footer","rowCount","count","undefined","onPageChange","onPageSizeChange","TimelineEntry","icon","chips","title","titleVariant","meta","body","actions","expanded","onToggle","label","bodyId","expandable","Boolean","direction","spacing","sx","alignItems","data-testid","data-expanded","String","aria-expanded","aria-controls","aria-label","mt","aria-hidden","width","flexShrink","color","pt","fontSize","theme","typography","h6","flex","minWidth","useFlexGap","flexWrap","rowGap","variant","component","noWrap","overflowWrap","in","unmountOnExit","id"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EACdC,eAAe,EACfC,uBAAuB,EACvBC,uBAAuB,QAClB,yBAAwB;AAC/B,SAASC,OAAO,QAAQ,uBAAsB;AAE9C,SAASC,uBAAuB,QAAQ,8CAA6C;AACrF,SAASC,GAAG,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,UAAU,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACpF,SAAyBC,WAAW,EAAEC,SAAS,EAAEC,KAAK,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAwBxF;;;;;;;CAOC,GACD,OAAO,SAASC;IACd,MAAM,CAACC,OAAOC,SAAS,GAAGH,SACxB,IAAO,CAAA;YAAEI,KAAK;YAAOC,SAAS,IAAIC;QAAc,CAAA;IAElD,MAAMC,aAAaX,YACjB,CAACY,MAAgBN,MAAME,GAAG,KAAKF,MAAMG,OAAO,CAACI,GAAG,CAACD,MACjD;QAACN;KAAM;IAET,MAAMQ,SAASd,YAAY,CAACY;QAC1BL,SAAS,CAACQ;YACR,MAAMN,UAAU,IAAIC,IAAIK,QAAQN,OAAO;YACvC,IAAIA,QAAQI,GAAG,CAACD,MAAMH,QAAQO,MAAM,CAACJ;iBAChCH,QAAQQ,GAAG,CAACL;YACjB,OAAO;gBAAEJ,KAAKO,QAAQP,GAAG;gBAAEC;YAAQ;QACrC;IACF,GAAG,EAAE;IACL,MAAMS,iBAAiBlB,YAAY,CAACQ;QAClCD,SAAS;YAAEC;YAAKC,SAAS,IAAIC;QAAc;IAC7C,GAAG,EAAE;IACL,OAAOP,QACL,IAAO,CAAA;YACLQ;YACAG;YACAK,aAAab,MAAME,GAAG,IAAIF,MAAMG,OAAO,CAACW,IAAI,KAAK;YACjDF;QACF,CAAA,GACA;QAACP;QAAYG;QAAQR;QAAOY;KAAe;AAE/C;AAEA,qDAAqD,GACrD,OAAO,SAASG,wBAAwBC,KAGvC;IACC,MAAM,EAAEC,SAAS,EAAEC,QAAQ,EAAE,GAAGF;IAChC,MAAMG,OAAOF,UAAUJ,WAAW;IAClC,qBACE,KAACxB;QACCyB,MAAK;QACLI,UAAUA;QACVE,yBACE,KAAClC;YACCmC,MAAM,AAACF,CAAAA,OAAOnC,0BAA0BC,uBAAsB,EAAGoC,IAAI;YACrEP,MAAM;;QAGVQ,SAAS,IAAML,UAAUL,cAAc,CAAC,CAACO;kBAExCA,OAAO,iBAAiB;;AAG/B;AACAJ,wBAAwBQ,WAAW,GAAG;AAYtC;;;;;;;;;CASC,GACD,OAAO,SAASC,iBAAiBC,KAAa,EAAEC,SAAyB,CAAC,CAAC;IACzE,MAAM,EAAEC,UAAU,KAAK,EAAEC,QAAQ,EAAEC,UAAU,KAAK,EAAE,GAAGH;IACvD,MAAM,CAACI,MAAMC,QAAQ,GAAGjC,SAAS;IACjC,MAAM,CAACkC,UAAUC,YAAY,GAAGnC,SAASX;IACzC,MAAM+C,WAAWC,KAAKC,GAAG,CAAC,GAAGD,KAAKE,IAAI,CAACZ,QAAQO,YAAY;IAC3D,wEAAwE;IACxE,2EAA2E;IAC3E,MAAMM,QAAQX,WAAWE,UAAUC,OAAOK,KAAKI,GAAG,CAACT,MAAMI;IACzD,MAAMM,QAAQF,QAAQN;IACtB,MAAMS,QAAQD,QAAQR,WAAWP;IACjC9B,UAAU;QACR,IAAI8C,SAASd,WAAW,CAACE,WAAWD,UAAUA;IAChD,GAAG;QAACa;QAAOd;QAASE;QAASD;KAAS;IACtC,MAAMc,QAAQhD,YACZ,CAAKiD,OAA4BA,KAAKD,KAAK,CAACF,OAAOA,QAAQR,WAC3D;QAACQ;QAAOR;KAAS;IAEnB,MAAMY,SAA8B;QAClCd,MAAMQ;QACNN;QACAa,UAAUV,KAAKC,GAAG,CAAC,GAAGD,KAAKI,GAAG,CAACP,UAAUP,QAAQe;QACjDM,OAAOnB,UAAUoB,YAAYtB;QAC7BE;QACAqB,cAAcjB;QACdkB,kBAAkBhB;IACpB;IACA,OAAO;QAAEH,MAAMQ;QAAON;QAAUU;QAAOE;IAAO;AAChD;AAuBA;;;;;;;CAOC,GACD,OAAO,SAASM,cAAclC,KAAyB;IACrD,MAAM,EACJmC,IAAI,EACJC,KAAK,EACLC,KAAK,EACLC,eAAe,OAAO,EACtBC,IAAI,EACJC,IAAI,EACJC,OAAO,EACPC,WAAW,KAAK,EAChBC,QAAQ,EACRC,KAAK,EACN,GAAG5C;IACJ,MAAM6C,SAASjE;IACf,MAAMkE,aAAaC,QAAQP,SAASO,QAAQJ;IAC5C,qBACE,MAACnE;QACCwE,WAAU;QACVC,SAAS;QACTC,IAAI;YAAEC,YAAY;QAAa;QAC/BC,eAAY;QACZC,iBAAeP,aAAaQ,OAAOZ,YAAYX;;YAE9Ce,2BACC,KAACvE;gBACCuB,MAAK;gBACLyD,iBAAeb;gBACfc,iBAAeX;gBACfY,cAAY,GAAGf,WAAW,aAAa,SAAS,CAAC,EAAEE,gBAAAA,QAAS,SAAS;gBACrEtC,SAASqC;gBACTO,IAAI;oBAAEQ,IAAI,CAAC;gBAAK;0BAEhB,cAAA,KAACxF;oBAAQmC,MAAM,AAACqC,CAAAA,WAAW5E,iBAAiBC,eAAc,EAAGsC,IAAI;oBAAEP,MAAM;;+BAG3E,KAAC1B;gBAAIuF,aAAW;gBAACT,IAAI;oBAAEU,OAAO;oBAAIC,YAAY;gBAAE;;0BAElD,KAACrF;gBACC0E,IAAI;oBACFY,OAAO;oBACPC,IAAI;oBACJC,UAAU,CAACC,QAAUA,MAAMC,UAAU,CAACC,EAAE,CAACH,QAAQ;gBACnD;0BAEC7B;;0BAEH,MAAC3D;gBAAMyE,SAAS;gBAAKC,IAAI;oBAAEkB,MAAM;oBAAGC,UAAU;gBAAE;;oBAC7CjC,sBACC,KAAC5D;wBACC8F,UAAU;wBACVtB,WAAU;wBACVC,SAAS;wBACTC,IAAI;4BAAEC,YAAY;4BAAUoB,UAAU;4BAAQC,QAAQ;wBAAI;kCAEzDpC;yBAED;oBACHC,sBACC,KAAC5D;wBACCgG,SAASnC;wBACToC,WAAU;wBACVC,QAAQ7B,cAAc,CAACJ;wBACvBQ,IAAI;4BAAE0B,cAAc;wBAAW;kCAE9BvC;yBAED;oBACHE;oBACAO,2BACC,KAACxE;wBAASuG,IAAInC;wBAAUoC,aAAa;kCACnC,cAAA,KAAC1G;4BAAI2G,IAAIlC;sCAASL;;yBAGpBA;;;YAGHC,wBACC,KAACjE;gBAAMwE,WAAU;gBAAMC,SAAS;0BAC7BR;iBAED;;;AAGV;AACAP,cAAc3B,WAAW,GAAG"}

package/src/lib/components/assignment-rule-drawer.js

@@ -137,6 +137,7 @@ import { useCallback, useEffect, useState } from "react";
             spacing: 2,
             sx: {
                 width: 380,
+                maxWidth: '100vw',
                 p: 3
             },
             children: [

package/src/lib/components/assignment-rule-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/assignment-rule-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n  type CrmAssignmentRule,\n  newAssignmentRuleId,\n  readCrmAssignmentRule,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport {\n  Button,\n  Drawer,\n  FormControl,\n  FormControlLabel,\n  FormHelperText,\n  FormLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useState } from 'react'\nimport type { OrgMemberOption } from '../hooks/use-org-member-directory'\n\n/** The `value` of the source picker's \"any door\" entry. */\nconst ANY_SOURCE = ''\n\nexport interface AssignmentRuleDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The roster the member target is picked from. */\n  members: readonly OrgMemberOption[]\n  membersLoading: boolean\n  /** How many people the round-robin pool holds, for the target's helper text. */\n  poolSize: number\n  /** The ids the org already holds, so the new one is minted apart from them. */\n  existingIds: readonly string[]\n  /** Receives the rule; closing on success is the caller's job. */\n  onSubmit: (rule: CrmAssignmentRule) => Promise<void> | void\n}\n\n/**\n * The one form an assignment rule is written through (AGL-2618).\n *\n * ## Every condition is optional, and none is a form above the list\n *\n * A rule names the captures it claims — a source, a form, an email domain,\n * a tag — and a field left blank is not a condition, so a rule with every\n * field blank is the catch-all, which is a rule a team writes on purpose\n * (\"everything else goes to Sam\"). The drawer says so rather than refusing\n * it. The email domain is typed the way a person sees one in an address,\n * `@acme.com` or `acme.com`, and the reader strips the `@`; what it cannot\n * read as a domain is refused here, with the field, rather than stored as\n * a condition nothing will ever match.\n *\n * ## The target is a member, or the rotation\n *\n * A member is picked from the roster by name, never typed as an address —\n * an address is resolved at run time and a rule must not depend on a\n * resolution that can change. The rotation is offered whatever the pool\n * holds, with the pool's size beside it: an empty pool is a rule the pass\n * steps over until somebody fills the pool, which the card below explains,\n * and refusing the rule here would make the two cards order-dependent.\n */\nexport function AssignmentRuleDrawer(props: AssignmentRuleDrawerProps) {\n  const { open, onClose, members, membersLoading, poolSize, existingIds, onSubmit } =\n    props\n  const [source, setSource] = useState<string>(ANY_SOURCE)\n  const [formId, setFormId] = useState('')\n  const [emailDomain, setEmailDomain] = useState('')\n  const [tag, setTag] = useState('')\n  const [target, setTarget] = useState<'member' | 'roundRobin'>('member')\n  const [memberUid, setMemberUid] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  // Seeded on every open, so a drawer that was cancelled halfway does not\n  // offer the abandoned draft as the next rule.\n  useEffect(() => {\n    if (!open) return\n    setSource(ANY_SOURCE)\n    setFormId('')\n    setEmailDomain('')\n    setTag('')\n    setTarget('member')\n    setMemberUid('')\n    setBusy(false)\n    setError(null)\n  }, [open])\n\n  const domainTyped = emailDomain.trim().length > 0\n  const domainReadable =\n    !domainTyped ||\n    readCrmAssignmentRule({\n      id: 'probe',\n      when: { emailDomain },\n      assign: { roundRobin: true },\n    })?.when.emailDomain !== undefined\n  const canSubmit =\n    !busy && domainReadable && (target === 'roundRobin' || memberUid.length > 0)\n\n  const handleSubmit = useCallback(async () => {\n    if (!canSubmit) return\n    const rule = readCrmAssignmentRule({\n      id: newAssignmentRuleId(existingIds),\n      when: {\n        ...(source ? { source } : {}),\n        ...(formId.trim() ? { formId: formId.trim() } : {}),\n        ...(emailDomain.trim() ? { emailDomain: emailDomain.trim() } : {}),\n        ...(tag.trim() ? { tag: tag.trim() } : {}),\n      },\n      assign: target === 'roundRobin' ? { roundRobin: true } : { memberUid },\n    })\n    if (!rule) {\n      setError('The rule could not be read back. Check each field.')\n      return\n    }\n    setBusy(true)\n    setError(null)\n    try {\n      await onSubmit(rule)\n    } catch (caught) {\n      console.error(caught)\n      setError('Could not save the rule. Try again.')\n    } finally {\n      setBusy(false)\n    }\n  }, [canSubmit, existingIds, source, formId, emailDomain, tag, target, memberUid, onSubmit])\n\n  const conditions = [source, formId.trim(), emailDomain.trim(), tag.trim()].filter(Boolean)\n\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      <Stack spacing={2} sx={{ width: 380, p: 3 }}>\n        <Typography variant=\"h6\">{'New assignment rule'}</Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'When a new contact matches every condition below, it is assigned ' +\n            'as the rule says. Leave every condition blank for a rule that ' +\n            'catches everything the rules above it did not.'}\n        </Typography>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Source\"\n          value={source}\n          onChange={(event) => setSource(event.target.value)}\n          fullWidth\n        >\n          <MenuItem value={ANY_SOURCE}>{'Any source'}</MenuItem>\n          {(Object.keys(CONTACT_SOURCE_LABELS) as ContactSource[]).map((option) => (\n            <MenuItem key={option} value={option}>\n              {CONTACT_SOURCE_LABELS[option]}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          helperText=\"The form's id, from its address in Forms. Blank for any form.\"\n          slotProps={{ htmlInput: { maxLength: 128, spellCheck: false } }}\n          fullWidth\n        />\n        <TextField\n          size=\"small\"\n          label=\"Email domain\"\n          value={emailDomain}\n          onChange={(event) => setEmailDomain(event.target.value)}\n          error={!domainReadable}\n          helperText={\n            domainReadable\n              ? 'acme.com — the domain of the captured address. Public mailboxes such as gmail.com count.'\n              : 'That does not look like a domain.'\n          }\n          slotProps={{ htmlInput: { maxLength: 253, spellCheck: false } }}\n          fullWidth\n        />\n        <TextField\n          size=\"small\"\n          label=\"Tag\"\n          value={tag}\n          onChange={(event) => setTag(event.target.value)}\n          helperText=\"A tag the capture carries, or the contact already has.\"\n          slotProps={{ htmlInput: { maxLength: 60 } }}\n          fullWidth\n        />\n        <FormControl>\n          <FormLabel id=\"assignment-rule-target\">{'Assign to'}</FormLabel>\n          <RadioGroup\n            aria-labelledby=\"assignment-rule-target\"\n            value={target}\n            onChange={(event) =>\n              setTarget(event.target.value === 'roundRobin' ? 'roundRobin' : 'member')\n            }\n          >\n            <FormControlLabel value=\"member\" control={<Radio size=\"small\" />} label=\"A team member\" />\n            <FormControlLabel\n              value=\"roundRobin\"\n              control={<Radio size=\"small\" />}\n              label=\"Round robin — the next member of the pool\"\n            />\n          </RadioGroup>\n          {target === 'roundRobin' ? (\n            <FormHelperText>\n              {poolSize > 0\n                ? `The pool has ${poolSize} ${poolSize === 1 ? 'member' : 'members'}; each new contact goes to the next in turn.`\n                : 'The pool is empty. This rule is skipped until somebody is added to it below.'}\n            </FormHelperText>\n          ) : null}\n        </FormControl>\n        {target === 'member' ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Member\"\n            value={memberUid}\n            onChange={(event) => setMemberUid(event.target.value)}\n            disabled={membersLoading}\n            helperText={\n              membersLoading\n                ? 'Loading the team…'\n                : members.length\n                  ? undefined\n                  : 'The team could not be listed.'\n            }\n            fullWidth\n          >\n            {members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        {conditions.length === 0 ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'No conditions: this rule matches every new contact the rules above it did not claim.'}\n          </Typography>\n        ) : null}\n        {error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {error}\n          </Typography>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button variant=\"contained\" color=\"primary\" disabled={!canSubmit} onClick={handleSubmit}>\n            {'Add rule'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nAssignmentRuleDrawer.displayName = 'AssignmentRuleDrawer'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/assignment-rule-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n  type CrmAssignmentRule,\n  newAssignmentRuleId,\n  readCrmAssignmentRule,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport {\n  Button,\n  Drawer,\n  FormControl,\n  FormControlLabel,\n  FormHelperText,\n  FormLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useState } from 'react'\nimport type { OrgMemberOption } from '../hooks/use-org-member-directory'\n\n/** The `value` of the source picker's \"any door\" entry. */\nconst ANY_SOURCE = ''\n\nexport interface AssignmentRuleDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The roster the member target is picked from. */\n  members: readonly OrgMemberOption[]\n  membersLoading: boolean\n  /** How many people the round-robin pool holds, for the target's helper text. */\n  poolSize: number\n  /** The ids the org already holds, so the new one is minted apart from them. */\n  existingIds: readonly string[]\n  /** Receives the rule; closing on success is the caller's job. */\n  onSubmit: (rule: CrmAssignmentRule) => Promise<void> | void\n}\n\n/**\n * The one form an assignment rule is written through (AGL-2618).\n *\n * ## Every condition is optional, and none is a form above the list\n *\n * A rule names the captures it claims — a source, a form, an email domain,\n * a tag — and a field left blank is not a condition, so a rule with every\n * field blank is the catch-all, which is a rule a team writes on purpose\n * (\"everything else goes to Sam\"). The drawer says so rather than refusing\n * it. The email domain is typed the way a person sees one in an address,\n * `@acme.com` or `acme.com`, and the reader strips the `@`; what it cannot\n * read as a domain is refused here, with the field, rather than stored as\n * a condition nothing will ever match.\n *\n * ## The target is a member, or the rotation\n *\n * A member is picked from the roster by name, never typed as an address —\n * an address is resolved at run time and a rule must not depend on a\n * resolution that can change. The rotation is offered whatever the pool\n * holds, with the pool's size beside it: an empty pool is a rule the pass\n * steps over until somebody fills the pool, which the card below explains,\n * and refusing the rule here would make the two cards order-dependent.\n */\nexport function AssignmentRuleDrawer(props: AssignmentRuleDrawerProps) {\n  const { open, onClose, members, membersLoading, poolSize, existingIds, onSubmit } =\n    props\n  const [source, setSource] = useState<string>(ANY_SOURCE)\n  const [formId, setFormId] = useState('')\n  const [emailDomain, setEmailDomain] = useState('')\n  const [tag, setTag] = useState('')\n  const [target, setTarget] = useState<'member' | 'roundRobin'>('member')\n  const [memberUid, setMemberUid] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  // Seeded on every open, so a drawer that was cancelled halfway does not\n  // offer the abandoned draft as the next rule.\n  useEffect(() => {\n    if (!open) return\n    setSource(ANY_SOURCE)\n    setFormId('')\n    setEmailDomain('')\n    setTag('')\n    setTarget('member')\n    setMemberUid('')\n    setBusy(false)\n    setError(null)\n  }, [open])\n\n  const domainTyped = emailDomain.trim().length > 0\n  const domainReadable =\n    !domainTyped ||\n    readCrmAssignmentRule({\n      id: 'probe',\n      when: { emailDomain },\n      assign: { roundRobin: true },\n    })?.when.emailDomain !== undefined\n  const canSubmit =\n    !busy && domainReadable && (target === 'roundRobin' || memberUid.length > 0)\n\n  const handleSubmit = useCallback(async () => {\n    if (!canSubmit) return\n    const rule = readCrmAssignmentRule({\n      id: newAssignmentRuleId(existingIds),\n      when: {\n        ...(source ? { source } : {}),\n        ...(formId.trim() ? { formId: formId.trim() } : {}),\n        ...(emailDomain.trim() ? { emailDomain: emailDomain.trim() } : {}),\n        ...(tag.trim() ? { tag: tag.trim() } : {}),\n      },\n      assign: target === 'roundRobin' ? { roundRobin: true } : { memberUid },\n    })\n    if (!rule) {\n      setError('The rule could not be read back. Check each field.')\n      return\n    }\n    setBusy(true)\n    setError(null)\n    try {\n      await onSubmit(rule)\n    } catch (caught) {\n      console.error(caught)\n      setError('Could not save the rule. Try again.')\n    } finally {\n      setBusy(false)\n    }\n  }, [canSubmit, existingIds, source, formId, emailDomain, tag, target, memberUid, onSubmit])\n\n  const conditions = [source, formId.trim(), emailDomain.trim(), tag.trim()].filter(Boolean)\n\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      <Stack spacing={2} sx={{ width: 380, maxWidth: '100vw', p: 3 }}>\n        <Typography variant=\"h6\">{'New assignment rule'}</Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'When a new contact matches every condition below, it is assigned ' +\n            'as the rule says. Leave every condition blank for a rule that ' +\n            'catches everything the rules above it did not.'}\n        </Typography>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Source\"\n          value={source}\n          onChange={(event) => setSource(event.target.value)}\n          fullWidth\n        >\n          <MenuItem value={ANY_SOURCE}>{'Any source'}</MenuItem>\n          {(Object.keys(CONTACT_SOURCE_LABELS) as ContactSource[]).map((option) => (\n            <MenuItem key={option} value={option}>\n              {CONTACT_SOURCE_LABELS[option]}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          helperText=\"The form's id, from its address in Forms. Blank for any form.\"\n          slotProps={{ htmlInput: { maxLength: 128, spellCheck: false } }}\n          fullWidth\n        />\n        <TextField\n          size=\"small\"\n          label=\"Email domain\"\n          value={emailDomain}\n          onChange={(event) => setEmailDomain(event.target.value)}\n          error={!domainReadable}\n          helperText={\n            domainReadable\n              ? 'acme.com — the domain of the captured address. Public mailboxes such as gmail.com count.'\n              : 'That does not look like a domain.'\n          }\n          slotProps={{ htmlInput: { maxLength: 253, spellCheck: false } }}\n          fullWidth\n        />\n        <TextField\n          size=\"small\"\n          label=\"Tag\"\n          value={tag}\n          onChange={(event) => setTag(event.target.value)}\n          helperText=\"A tag the capture carries, or the contact already has.\"\n          slotProps={{ htmlInput: { maxLength: 60 } }}\n          fullWidth\n        />\n        <FormControl>\n          <FormLabel id=\"assignment-rule-target\">{'Assign to'}</FormLabel>\n          <RadioGroup\n            aria-labelledby=\"assignment-rule-target\"\n            value={target}\n            onChange={(event) =>\n              setTarget(event.target.value === 'roundRobin' ? 'roundRobin' : 'member')\n            }\n          >\n            <FormControlLabel value=\"member\" control={<Radio size=\"small\" />} label=\"A team member\" />\n            <FormControlLabel\n              value=\"roundRobin\"\n              control={<Radio size=\"small\" />}\n              label=\"Round robin — the next member of the pool\"\n            />\n          </RadioGroup>\n          {target === 'roundRobin' ? (\n            <FormHelperText>\n              {poolSize > 0\n                ? `The pool has ${poolSize} ${poolSize === 1 ? 'member' : 'members'}; each new contact goes to the next in turn.`\n                : 'The pool is empty. This rule is skipped until somebody is added to it below.'}\n            </FormHelperText>\n          ) : null}\n        </FormControl>\n        {target === 'member' ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Member\"\n            value={memberUid}\n            onChange={(event) => setMemberUid(event.target.value)}\n            disabled={membersLoading}\n            helperText={\n              membersLoading\n                ? 'Loading the team…'\n                : members.length\n                  ? undefined\n                  : 'The team could not be listed.'\n            }\n            fullWidth\n          >\n            {members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        {conditions.length === 0 ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'No conditions: this rule matches every new contact the rules above it did not claim.'}\n          </Typography>\n        ) : null}\n        {error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {error}\n          </Typography>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button variant=\"contained\" color=\"primary\" disabled={!canSubmit} onClick={handleSubmit}>\n            {'Add rule'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nAssignmentRuleDrawer.displayName = 'AssignmentRuleDrawer'\n\nexport default AssignmentRuleDrawer\n"],"names":["CONTACT_SOURCE_LABELS","newAssignmentRuleId","readCrmAssignmentRule","crmMemberPickerLabel","Button","Drawer","FormControl","FormControlLabel","FormHelperText","FormLabel","MenuItem","Radio","RadioGroup","Stack","TextField","Typography","useCallback","useEffect","useState","ANY_SOURCE","AssignmentRuleDrawer","props","open","onClose","members","membersLoading","poolSize","existingIds","onSubmit","source","setSource","formId","setFormId","emailDomain","setEmailDomain","tag","setTag","target","setTarget","memberUid","setMemberUid","busy","setBusy","error","setError","domainTyped","trim","length","domainReadable","id","when","assign","roundRobin","undefined","canSubmit","handleSubmit","rule","caught","console","conditions","filter","Boolean","anchor","spacing","sx","width","maxWidth","p","variant","color","select","size","label","value","onChange","event","fullWidth","Object","keys","map","option","helperText","slotProps","htmlInput","maxLength","spellCheck","aria-labelledby","control","disabled","member","uid","direction","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,qBAAqB,EAGrBC,mBAAmB,EACnBC,qBAAqB,EACrBC,oBAAoB,QACf,eAAc;AACrB,SACEC,MAAM,EACNC,MAAM,EACNC,WAAW,EACXC,gBAAgB,EAChBC,cAAc,EACdC,SAAS,EACTC,QAAQ,EACRC,KAAK,EACLC,UAAU,EACVC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAGxD,yDAAyD,GACzD,MAAMC,aAAa;AAgBnB;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;QA6BjEnB;IA5BF,MAAM,EAAEoB,IAAI,EAAEC,OAAO,EAAEC,OAAO,EAAEC,cAAc,EAAEC,QAAQ,EAAEC,WAAW,EAAEC,QAAQ,EAAE,GAC/EP;IACF,MAAM,CAACQ,QAAQC,UAAU,GAAGZ,SAAiBC;IAC7C,MAAM,CAACY,QAAQC,UAAU,GAAGd,SAAS;IACrC,MAAM,CAACe,aAAaC,eAAe,GAAGhB,SAAS;IAC/C,MAAM,CAACiB,KAAKC,OAAO,GAAGlB,SAAS;IAC/B,MAAM,CAACmB,QAAQC,UAAU,GAAGpB,SAAkC;IAC9D,MAAM,CAACqB,WAAWC,aAAa,GAAGtB,SAAS;IAC3C,MAAM,CAACuB,MAAMC,QAAQ,GAAGxB,SAAS;IACjC,MAAM,CAACyB,OAAOC,SAAS,GAAG1B,SAAwB;IAElD,wEAAwE;IACxE,8CAA8C;IAC9CD,UAAU;QACR,IAAI,CAACK,MAAM;QACXQ,UAAUX;QACVa,UAAU;QACVE,eAAe;QACfE,OAAO;QACPE,UAAU;QACVE,aAAa;QACbE,QAAQ;QACRE,SAAS;IACX,GAAG;QAACtB;KAAK;IAET,MAAMuB,cAAcZ,YAAYa,IAAI,GAAGC,MAAM,GAAG;IAChD,MAAMC,iBACJ,CAACH,eACD3C,EAAAA,yBAAAA,sBAAsB;QACpB+C,IAAI;QACJC,MAAM;YAAEjB;QAAY;QACpBkB,QAAQ;YAAEC,YAAY;QAAK;IAC7B,uBAJAlD,uBAIIgD,IAAI,CAACjB,WAAW,MAAKoB;IAC3B,MAAMC,YACJ,CAACb,QAAQO,kBAAmBX,CAAAA,WAAW,gBAAgBE,UAAUQ,MAAM,GAAG,CAAA;IAE5E,MAAMQ,eAAevC,YAAY;QAC/B,IAAI,CAACsC,WAAW;QAChB,MAAME,OAAOtD,sBAAsB;YACjC+C,IAAIhD,oBAAoB0B;YACxBuB,MAAM,aACArB,SAAS;gBAAEA;YAAO,IAAI,CAAC,GACvBE,OAAOe,IAAI,KAAK;gBAAEf,QAAQA,OAAOe,IAAI;YAAG,IAAI,CAAC,GAC7Cb,YAAYa,IAAI,KAAK;gBAAEb,aAAaA,YAAYa,IAAI;YAAG,IAAI,CAAC,GAC5DX,IAAIW,IAAI,KAAK;gBAAEX,KAAKA,IAAIW,IAAI;YAAG,IAAI,CAAC;YAE1CK,QAAQd,WAAW,eAAe;gBAAEe,YAAY;YAAK,IAAI;gBAAEb;YAAU;QACvE;QACA,IAAI,CAACiB,MAAM;YACTZ,SAAS;YACT;QACF;QACAF,QAAQ;QACRE,SAAS;QACT,IAAI;YACF,MAAMhB,SAAS4B;QACjB,EAAE,OAAOC,QAAQ;YACfC,QAAQf,KAAK,CAACc;YACdb,SAAS;QACX,SAAU;YACRF,QAAQ;QACV;IACF,GAAG;QAACY;QAAW3B;QAAaE;QAAQE;QAAQE;QAAaE;QAAKE;QAAQE;QAAWX;KAAS;IAE1F,MAAM+B,aAAa;QAAC9B;QAAQE,OAAOe,IAAI;QAAIb,YAAYa,IAAI;QAAIX,IAAIW,IAAI;KAAG,CAACc,MAAM,CAACC;IAElF,qBACE,KAACxD;QAAOyD,QAAO;QAAQxC,MAAMA;QAAMC,SAASA;kBAC1C,cAAA,MAACV;YAAMkD,SAAS;YAAGC,IAAI;gBAAEC,OAAO;gBAAKC,UAAU;gBAASC,GAAG;YAAE;;8BAC3D,KAACpD;oBAAWqD,SAAQ;8BAAM;;8BAC1B,KAACrD;oBAAWqD,SAAQ;oBAAQC,OAAM;8BAC/B,sEACC,mEACA;;8BAEJ,MAACvD;oBACCwD,MAAM;oBACNC,MAAK;oBACLC,OAAM;oBACNC,OAAO5C;oBACP6C,UAAU,CAACC,QAAU7C,UAAU6C,MAAMtC,MAAM,CAACoC,KAAK;oBACjDG,SAAS;;sCAET,KAAClE;4BAAS+D,OAAOtD;sCAAa;;wBAC5B0D,OAAOC,IAAI,CAAC9E,uBAA2C+E,GAAG,CAAC,CAACC,uBAC5D,KAACtE;gCAAsB+D,OAAOO;0CAC3BhF,qBAAqB,CAACgF,OAAO;+BADjBA;;;8BAKnB,KAAClE;oBACCyD,MAAK;oBACLC,OAAM;oBACNC,OAAO1C;oBACP2C,UAAU,CAACC,QAAU3C,UAAU2C,MAAMtC,MAAM,CAACoC,KAAK;oBACjDQ,YAAW;oBACXC,WAAW;wBAAEC,WAAW;4BAAEC,WAAW;4BAAKC,YAAY;wBAAM;oBAAE;oBAC9DT,SAAS;;8BAEX,KAAC9D;oBACCyD,MAAK;oBACLC,OAAM;oBACNC,OAAOxC;oBACPyC,UAAU,CAACC,QAAUzC,eAAeyC,MAAMtC,MAAM,CAACoC,KAAK;oBACtD9B,OAAO,CAACK;oBACRiC,YACEjC,iBACI,6FACA;oBAENkC,WAAW;wBAAEC,WAAW;4BAAEC,WAAW;4BAAKC,YAAY;wBAAM;oBAAE;oBAC9DT,SAAS;;8BAEX,KAAC9D;oBACCyD,MAAK;oBACLC,OAAM;oBACNC,OAAOtC;oBACPuC,UAAU,CAACC,QAAUvC,OAAOuC,MAAMtC,MAAM,CAACoC,KAAK;oBAC9CQ,YAAW;oBACXC,WAAW;wBAAEC,WAAW;4BAAEC,WAAW;wBAAG;oBAAE;oBAC1CR,SAAS;;8BAEX,MAACtE;;sCACC,KAACG;4BAAUwC,IAAG;sCAA0B;;sCACxC,MAACrC;4BACC0E,mBAAgB;4BAChBb,OAAOpC;4BACPqC,UAAU,CAACC,QACTrC,UAAUqC,MAAMtC,MAAM,CAACoC,KAAK,KAAK,eAAe,eAAe;;8CAGjE,KAAClE;oCAAiBkE,OAAM;oCAASc,uBAAS,KAAC5E;wCAAM4D,MAAK;;oCAAYC,OAAM;;8CACxE,KAACjE;oCACCkE,OAAM;oCACNc,uBAAS,KAAC5E;wCAAM4D,MAAK;;oCACrBC,OAAM;;;;wBAGTnC,WAAW,6BACV,KAAC7B;sCACEkB,WAAW,IACR,CAAC,aAAa,EAAEA,SAAS,CAAC,EAAEA,aAAa,IAAI,WAAW,UAAU,4CAA4C,CAAC,GAC/G;6BAEJ;;;gBAELW,WAAW,yBACV,KAACvB;oBACCwD,MAAM;oBACNC,MAAK;oBACLC,OAAM;oBACNC,OAAOlC;oBACPmC,UAAU,CAACC,QAAUnC,aAAamC,MAAMtC,MAAM,CAACoC,KAAK;oBACpDe,UAAU/D;oBACVwD,YACExD,iBACI,sBACAD,QAAQuB,MAAM,GACZM,YACA;oBAERuB,SAAS;8BAERpD,QAAQuD,GAAG,CAAC,CAACU,uBACZ,KAAC/E;4BAA0B+D,OAAOgB,OAAOC,GAAG;sCACzCvF,qBAAqBs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package/src/lib/components/companies-section.js

@@ -16,7 +16,7 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { CRM_COLLECTIONS, crmPicklistKey, pluginDocsHelp, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, crmPicklistKey, crmPicklistRank, pluginDocsHelp, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { mdiPlus } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
@@ -38,7 +38,8 @@ import { Button, Chip, Stack, Typography } from "@mui/material";
 import { getGridSingleSelectOperators } from "@mui/x-data-grid";
 import { useRouter } from "next/navigation";
 import { useCallback, useEffect, useMemo, useState } from "react";
-import { COMPANY_LIST_DECLARATION, COMPANY_LIST_FILTER_FIELDS, COMPANY_PICKLIST_FILTERS, COMPANY_PREFIX_SEARCH } from "../constants/company-filters.js";
+import { COMPANY_LIST_DECLARATION, COMPANY_LIST_FILTER_FIELDS, COMPANY_LIST_SORTS, COMPANY_PICKLIST_FILTERS, COMPANY_PREFIX_SEARCH } from "../constants/company-filters.js";
+import { crmViewQuerySort, useCrmColumnSort } from "../hooks/use-crm-column-sort.js";
 import { useCompanyPicklists } from "../hooks/use-company-picklists.js";
 import { formatMoney } from "../model/deal-board-model.js";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
@@ -156,6 +157,10 @@ const COMPANY_GRID_FILTER_HEADERS = _extends({
     const viewFilters = views.state.filters;
     const [searchWords, setSearchWords] = useState([]);
     const foldsScope = useCrmFoldsScope(orgId, visibleTo);
+    // The header order the view asks (AGL-3680), read before the query it orders.
+    const companySort = useMemo(()=>crmViewQuerySort(COMPANY_LIST_SORTS, views.state.sort, COMPANY_LIST_SORTS[0]), [
+        views.state.sort
+    ]);
     const { rows: companies, status, hasMore, page, setPage, pageSize, setPageSize, plan } = useCrmListQuery({
         scope,
         collection: CRM_COLLECTIONS.companies,
@@ -164,7 +169,8 @@ const COMPANY_GRID_FILTER_HEADERS = _extends({
         declaration: COMPANY_LIST_DECLARATION,
         clauses: viewFilters,
         search: searchWords,
-        prefixSearch: COMPANY_PREFIX_SEARCH
+        prefixSearch: COMPANY_PREFIX_SEARCH,
+        sort: companySort.sort
     });
     const nowMs = useMemo(()=>Date.now(), []);
     const [createOpen, setCreateOpen] = useState(false);
@@ -495,6 +501,32 @@ const COMPANY_GRID_FILTER_HEADERS = _extends({
    * stored `equals` back as the single-select `is` the panel offers — so a
    * view opened from its address reads as filtered, not as a mystery.
    */ const grid = useCrmViewGrid(views, filterColumns, COMPANY_HIDDEN_COLUMNS);
+    /*
+   * EVERY HEADER SORTS (AGL-3680). The grid used to sort the view's order
+   * over the one page on screen while the footer paged the query, which read
+   * as the whole list's order. Company, Updated and Next activity sort the
+   * QUERY now (`COMPANY_LIST_SORTS`); the rest sort the page and say so —
+   * Type, Industry and Rating in the order the org keeps their values.
+   */ const pageSorts = useMemo(()=>Object.fromEntries(COMPANY_PICKLIST_FILTERS.map((entry)=>[
+                entry.column,
+                (row)=>{
+                    const label = row[entry.column];
+                    const list = picklists.lists[entry.picklistId];
+                    return list && label ? crmPicklistRank(list, label) : null;
+                }
+            ])), [
+        picklists.lists
+    ]);
+    const columnSort = useCrmColumnSort({
+        views,
+        sorts: COMPANY_LIST_SORTS,
+        defaultSort: COMPANY_LIST_SORTS[0],
+        asked: companySort,
+        orderBy: plan.orderBy,
+        rows: companies,
+        columns: grid.columns,
+        pageSorts
+    });
     /** Whether anything narrows the list, so an empty one is "no match", not "none yet". */ const narrowed = viewFilters.length > 0 || searchWords.some((word)=>word.trim());
     const newCompanyButton = /*#__PURE__*/ _jsx(Button, {
         size: "small",
@@ -563,7 +595,10 @@ const COMPANY_GRID_FILTER_HEADERS = _extends({
                     }),
                     /*#__PURE__*/ _jsx(ListQueryNotices, {
                         refused: refused,
-                        notices: plan.notices
+                        notices: [
+                            ...plan.notices,
+                            ...columnSort.notices
+                        ]
                     }),
                     /*#__PURE__*/ _jsx(CompaniesBulkBar, {
                         hostId: hostId,
@@ -579,7 +614,8 @@ const COMPANY_GRID_FILTER_HEADERS = _extends({
                             rowHeight: TABLE_ROW_HEIGHT,
                             columns: grid.columns,
                             slots: CRM_LIST_SLOTS,
-                            rows: companies,
+                            rows: columnSort.rows,
+                            columnSort: columnSort,
                             selectable: {
                                 selected: selectedIds,
                                 onChange: setSelectedIds
@@ -598,11 +634,10 @@ const COMPANY_GRID_FILTER_HEADERS = _extends({
                             filterModel: gridFilter.filterModel,
                             onFilterModelChange: gridFilter.onFilterModelChange,
                             quickFilter: true,
-                            // Columns and sort are the view's, controlled (AGL-2617).
+                            // Columns are the view's, controlled (AGL-2617); so is the
+                            // header order, which `columnSort` keeps in it (AGL-3680).
                             columnVisibilityModel: grid.columnVisibilityModel,
                             onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
-                            sortModel: grid.sortModel,
-                            onSortModelChange: grid.onSortModelChange,
                             // Paged by the footer below, so the grid must not also slice.
                             hideFooter: true
                         })

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-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 AglynOrgBilling,\n  CRM_COLLECTIONS,\n  type CrmCompany,\n  crmPicklistKey,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { listFilterColumn } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n  getGridSingleSelectOperators,\n  type GridColDef,\n} from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport {\n  COMPANY_LIST_DECLARATION,\n  COMPANY_LIST_FILTER_FIELDS,\n  COMPANY_PICKLIST_FILTERS,\n  COMPANY_PREFIX_SEARCH,\n} from '../constants/company-filters'\nimport { useCompanyPicklists } from '../hooks/use-company-picklists'\nimport { formatMoney } from '../model/deal-board-model'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { CRM_COMPANIES_RESOURCE } from '../transfer/fields'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  /** The CRM hub URL, which every company route hangs beneath. */\n  basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/** What the companies grid's panel offers — every field the query asks. */\nconst COMPANY_GRID_FILTER_FIELDS = COMPANY_LIST_FILTER_FIELDS\nconst COMPANY_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Company',\n  ownerUid: 'Owner',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  ...Object.fromEntries(COMPANY_PICKLIST_FILTERS.map((entry) => [entry.column, entry.header])),\n}\n\n/** The grid's select columns — the owner and each picklist — as the filter hook names them. */\nconst COMPANY_SELECT_FIELDS = ['ownerUid', ...COMPANY_PICKLIST_FILTERS.map((entry) => entry.column)]\n\n/**\n * Salesforce's Account columns (AGL-3514), optional: a reader turns one on\n * from the column menu, and a view that shows it stores it by name.\n */\nconst COMPANY_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  type: false,\n  industry: false,\n  rating: false,\n  accountSource: false,\n  numberOfEmployees: false,\n  annualRevenueCents: false,\n}\n\n/** A text cell that reads as a dash when empty. */\nfunction textCell(value: unknown) {\n  const text = value === null || value === undefined ? '' : String(value)\n  return text ? (\n    <Typography variant=\"body2\" noWrap>\n      {text}\n    </Typography>\n  ) : (\n    <Typography variant=\"body2\" color=\"text.secondary\">\n      {'—'}\n    </Typography>\n  )\n}\n\n/**\n * `/crm/companies` — the organizations behind the people (AGL-2597).\n *\n * A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n *\n * ## What the listener carries\n *\n * Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n *\n * ## What a filter may be\n *\n * Every clause and the search word are on the one query (AGL-3321): the\n * search reads the name's and the domain's word prefixes, the name is also\n * an exact match and a prefix, the owner a choice from the roster, and \"No\n * next activity\" a `null` — each reaching the whole collection, which is\n * the property a filter must have: a company on page four is found, not\n * reported missing. `COMPANY_LIST_DECLARATION` states what the query asks.\n *\n * ## Creating is a drawer\n *\n * \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n *\n * ## Selection, the bar and the file (AGL-2621)\n *\n * The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Import and Export open the console's import wizard and\n * export dialog on `crm.companies` (AGL-3527): the export over the\n * selection, the list's own query, or every company.\n */\nexport function CompaniesSection(props: CompaniesSectionProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n  /*\n   * The team, read once for this surface: the Owner column names a person\n   * from a uid, and the create drawer picks from the same roster. One fetch\n   * serves both, which is why the drawer takes it as a prop.\n   */\n  const members = useOrgMemberOptions(orgId)\n  // The org's company fields, for the optional columns below (AGL-2661).\n  const companyFields = useContactFieldDefinitions(orgId, 'company')\n  // The lists behind Type, Industry and Rating, for their filters (AGL-3514).\n  const picklists = useCompanyPicklists(orgId)\n\n  /*\n   * The clauses are the saved VIEW'S (AGL-2617), beside its columns and\n   * sort; the grid's panel and the chips edit them, and the query answers\n   * every one and the search word together (AGL-3321).\n   */\n  const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n  const viewFilters = views.state.filters\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const foldsScope = useCrmFoldsScope(orgId, visibleTo)\n  const {\n    rows: companies,\n    status,\n    hasMore,\n    page,\n    setPage,\n    pageSize,\n    setPageSize,\n    plan,\n  } = useCrmListQuery<CompanyRow>({\n    scope,\n    collection: CRM_COLLECTIONS.companies,\n    visibleTo,\n    foldsScope,\n    declaration: COMPANY_LIST_DECLARATION,\n    clauses: viewFilters,\n    search: searchWords,\n    prefixSearch: COMPANY_PREFIX_SEARCH,\n  })\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const [createOpen, setCreateOpen] = useState(false)\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A filter, a search or a page is a different set of rows.\n  useEffect(() => setSelectedIds([]), [plan, page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3527).\n  const exportFilter = useMemo(\n    () => (plan.served.length || plan.searched ? { label: 'what the list shows', plan } : null),\n    [plan],\n  )\n  const openCompany = useCallback(\n    (id: string) => router.push(routes.company(id)),\n    [router, routes],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Company',\n        flex: 1.6,\n        minWidth: 240,\n        ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n        valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Stack\n            sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n          >\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {row.name}\n            </Typography>\n            {row.industry ? (\n              <Typography\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ lineHeight: 1.25 }}\n                noWrap\n              >\n                {row.industry}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'domain',\n        headerName: 'Domain',\n        flex: 1,\n        minWidth: 160,\n        // Stored normalized, so it could be filtered exactly — but a domain\n        // lookup is what the company suggestion on a contact does, and a\n        // filter here would need an index of its own for one more way to\n        // find a row the name filter already finds.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.domain ? (\n            <Typography variant=\"body2\">{row.domain}</Typography>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'contactsCount',\n        headerName: 'Contacts',\n        width: 110,\n        align: 'right',\n        headerAlign: 'right',\n        /*\n         * The denormalized count every link moves (AGL-2613) — a stored\n         * number, so a page of companies costs no read per row. Absent on a\n         * company nobody has linked since the counter existed, which reads\n         * as zero; the company's own page takes the live aggregate.\n         */\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n          >\n            {Number(row.contactsCount ?? 0).toLocaleString()}\n          </Typography>\n        ),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 1,\n        minWidth: 140,\n        // Written by the drawer and the bulk bar (AGL-2621); read here, not\n        // filtered — a tag filter would need an `array-contains` index of\n        // its own beside the scope predicate.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.tags?.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n              {row.tags.slice(0, 3).map((tag) => (\n                <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n              ))}\n              {row.tags.length > 3 ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`+${row.tags.length - 3}`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        /*\n         * A CHOICE from the roster, not a text box for a uid. The grid's\n         * single-select `is` operator is what the panel offers; the handler\n         * below maps it onto the declared field's `equals`, which the\n         * translator turns into the equality the index serves.\n         */\n        type: 'singleSelect',\n        valueOptions: members.options.map((option) => ({\n          value: option.uid,\n          label: crmMemberPickerLabel(option),\n        })),\n        filterable: members.options.length > 0,\n        filterOperators: getGridSingleSelectOperators().filter(\n          (operator) => operator.value === 'is',\n        ),\n        valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n          >\n            {row.ownerUid\n              ? members.ready\n                ? members.labelFor(row.ownerUid)\n                : '…'\n              : '—'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'updatedAt',\n        headerName: 'Updated',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          row.updatedAt?.seconds ? new Date(row.updatedAt.seconds * 1000) : null,\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {row.updatedAt?.seconds\n              ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n              : '—'}\n          </Typography>\n        ),\n      },\n      // When the earliest open task against the company is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Account fields (AGL-3514), each optional. Type, Industry\n      // and Rating filter by the key stored beside the label; the rest read.\n      ...COMPANY_PICKLIST_FILTERS.map(\n        (entry): GridColDef => ({\n          field: entry.column,\n          headerName: entry.header,\n          flex: 0.8,\n          minWidth: 130,\n          sortable: false,\n          valueGetter: (_value, row: CompanyRow) =>\n            crmPicklistKey(row[entry.column as 'type' | 'industry' | 'rating']) ?? '',\n          renderCell: ({ row }: { row: CompanyRow }) =>\n            textCell(row[entry.column as 'type' | 'industry' | 'rating']),\n        }),\n      ),\n      {\n        field: 'accountSource',\n        headerName: 'Account source',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.accountSource ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => textCell(row.accountSource),\n      },\n      {\n        field: 'numberOfEmployees',\n        headerName: 'Employees',\n        width: 120,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees.toLocaleString() : '',\n          ),\n      },\n      {\n        field: 'annualRevenueCents',\n        headerName: 'Annual revenue',\n        width: 150,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.annualRevenueCents === 'number' ? row.annualRevenueCents : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.annualRevenueCents === 'number'\n              ? formatMoney(row.annualRevenueCents, row.currency)\n              : '',\n          ),\n      },\n      // The org's company fields as optional columns (AGL-2661), read off\n      // the row's own `custom` map the way the contacts list reads its own.\n      ...customFieldColumns(companyFields.active),\n    ],\n    [members, companyFields.active, nowMs],\n  )\n\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313); the query answers them all (AGL-3321).\n   */\n  const ownerOptions = useMemo(\n    () =>\n      members.options.map((option) => ({\n        value: option.uid,\n        label: crmMemberPickerLabel(option),\n      })),\n    [members.options],\n  )\n  /*\n   * Each picklist's choices (AGL-3514): every value the org keeps, valued\n   * by the key the query compares and captioned by the label, inactive\n   * ones marked. A stored clause naming a key no longer listed stays a\n   * choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo(() => {\n    const options: Record<string, Array<{ value: string; label: string }>> = {\n      ownerUid: ownerOptions,\n    }\n    for (const entry of COMPANY_PICKLIST_FILTERS) {\n      const list = picklists.lists[entry.picklistId]\n      const known = (list?.values ?? []).flatMap((value) => {\n        const key = crmPicklistKey(value.label)\n        return key ? [{ value: key, label: value.active ? value.label : `${value.label} (inactive)` }] : []\n      })\n      const stale = viewFilters\n        .filter((clause) => clause.field === entry.column)\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n      options[entry.column] = [...known, ...stale]\n    }\n    return options\n  }, [ownerOptions, picklists.lists, viewFilters])\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, COMPANY_GRID_FILTER_FIELDS, filterOptions, COMPANY_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: COMPANY_SELECT_FIELDS,\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: COMPANY_GRID_FILTER_FIELDS,\n        headers: COMPANY_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [plan.refused, filterOptions],\n  )\n  /*\n   * The grid's models are the view's (AGL-2617). The filter model shows the\n   * view's clause in the panel as a typed one would appear — the owner's\n   * stored `equals` back as the single-select `is` the panel offers — so a\n   * view opened from its address reads as filtered, not as a mystery.\n   */\n  const grid = useCrmViewGrid(views, filterColumns, COMPANY_HIDDEN_COLUMNS)\n\n  /** Whether anything narrows the list, so an empty one is \"no match\", not \"none yet\". */\n  const narrowed = viewFilters.length > 0 || searchWords.some((word) => word.trim())\n\n  const newCompanyButton = (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      disabled={!scope}\n      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n      onClick={() => setCreateOpen(true)}\n    >\n      {'New company'}\n    </Button>\n  )\n\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        // The record actions, top right and never clipped (AGL-3311).\n        action: (\n          <CrmListActions>\n            <CrmImportButton resource={CRM_COMPANIES_RESOURCE} noun=\"companies\" hostId={hostId} mappingZone=\"companies\" />\n            <CrmExportButton resource={CRM_COMPANIES_RESOURCE} hostId={hostId} filter={exportFilter} />\n            {newCompanyButton}\n          </CrmListActions>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The organizations your contacts belong to. Open one to see its ' +\n            'people, its deals and its open tasks, or to link a contact ' +\n            'to it.'}\n        </Typography>\n        {/* The saved view, and the clauses narrowing it as chips (AGL-3313). */}\n        <CrmListToolbar label=\"Company filters\">\n          <CrmViewsControl controller={views} allLabel=\"All companies\" />\n          <ListFilterChips\n            fields={COMPANY_GRID_FILTER_FIELDS}\n            headers={COMPANY_GRID_FILTER_HEADERS}\n            clauses={viewFilters}\n            onChange={views.setFilters}\n            options={filterOptions}\n            marksServed={false}\n          />\n        </CrmListToolbar>\n        <ListQueryNotices refused={refused} notices={plan.notices} />\n        <CompaniesBulkBar\n          hostId={hostId}\n          scope={scope}\n          rows={companies}\n          selected={selectedIds}\n          onSelectedChange={setSelectedIds}\n          members={members}\n        />\n        <CrmColumnOrderProvider value={grid.columnOrder}>\n          <ListTable\n            rowHeight={TABLE_ROW_HEIGHT}\n            columns={grid.columns}\n            slots={CRM_LIST_SLOTS}\n            rows={companies}\n            selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n            noRowsLabel={narrowed ? 'No companies match these filters' : 'No companies yet'}\n            noRowsDescription={\n              narrowed\n                ? undefined\n                : 'A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.'\n            }\n            noRowsAction={narrowed ? undefined : newCompanyButton}\n            onOpen={(id) => openCompany(String(id))}\n            // An empty table while the read is in flight reads as \"you have\n            // none\" rather than \"these are on their way\".\n            loading={!scope || status === 'loading'}\n            /*\n             * The grid must NOT also filter. The query answers it, so a client\n             * pass could only drop rows the query already matched (AGL-3321).\n             */\n            filterMode=\"server\"\n            filterModel={gridFilter.filterModel}\n            onFilterModelChange={gridFilter.onFilterModelChange}\n            quickFilter\n            // Columns and sort are the view's, controlled (AGL-2617).\n            columnVisibilityModel={grid.columnVisibilityModel}\n            onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n            sortModel={grid.sortModel}\n            onSortModelChange={grid.onSortModelChange}\n            // Paged by the footer below, so the grid must not also slice.\n            hideFooter\n          />\n        </CrmColumnOrderProvider>\n        <ListPagination\n          page={page}\n          pageSize={pageSize}\n          rowCount={companies.length}\n          hasMore={hasMore}\n          onPageChange={setPage}\n          onPageSizeChange={setPageSize}\n        />\n      </Stack>\n      {/*\n        Mounted only while it is open, so the list pays for none of the\n        drawer's state — and a fresh mount is what seeds an empty form.\n       */}\n      {createOpen ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-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 AglynOrgBilling,\n  CRM_COLLECTIONS,\n  type CrmCompany,\n  crmPicklistKey,\n  crmPicklistRank,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { listFilterColumn } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n  getGridSingleSelectOperators,\n  type GridColDef,\n} from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport {\n  COMPANY_LIST_DECLARATION,\n  COMPANY_LIST_FILTER_FIELDS,\n  COMPANY_LIST_SORTS,\n  COMPANY_PICKLIST_FILTERS,\n  COMPANY_PREFIX_SEARCH,\n} from '../constants/company-filters'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport { useCompanyPicklists } from '../hooks/use-company-picklists'\nimport { formatMoney } from '../model/deal-board-model'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { CRM_COMPANIES_RESOURCE } from '../transfer/fields'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  /** The CRM hub URL, which every company route hangs beneath. */\n  basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/** What the companies grid's panel offers — every field the query asks. */\nconst COMPANY_GRID_FILTER_FIELDS = COMPANY_LIST_FILTER_FIELDS\nconst COMPANY_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Company',\n  ownerUid: 'Owner',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  ...Object.fromEntries(COMPANY_PICKLIST_FILTERS.map((entry) => [entry.column, entry.header])),\n}\n\n/** The grid's select columns — the owner and each picklist — as the filter hook names them. */\nconst COMPANY_SELECT_FIELDS = ['ownerUid', ...COMPANY_PICKLIST_FILTERS.map((entry) => entry.column)]\n\n/**\n * Salesforce's Account columns (AGL-3514), optional: a reader turns one on\n * from the column menu, and a view that shows it stores it by name.\n */\nconst COMPANY_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  type: false,\n  industry: false,\n  rating: false,\n  accountSource: false,\n  numberOfEmployees: false,\n  annualRevenueCents: false,\n}\n\n/** A text cell that reads as a dash when empty. */\nfunction textCell(value: unknown) {\n  const text = value === null || value === undefined ? '' : String(value)\n  return text ? (\n    <Typography variant=\"body2\" noWrap>\n      {text}\n    </Typography>\n  ) : (\n    <Typography variant=\"body2\" color=\"text.secondary\">\n      {'—'}\n    </Typography>\n  )\n}\n\n/**\n * `/crm/companies` — the organizations behind the people (AGL-2597).\n *\n * A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n *\n * ## What the listener carries\n *\n * Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n *\n * ## What a filter may be\n *\n * Every clause and the search word are on the one query (AGL-3321): the\n * search reads the name's and the domain's word prefixes, the name is also\n * an exact match and a prefix, the owner a choice from the roster, and \"No\n * next activity\" a `null` — each reaching the whole collection, which is\n * the property a filter must have: a company on page four is found, not\n * reported missing. `COMPANY_LIST_DECLARATION` states what the query asks.\n *\n * ## Creating is a drawer\n *\n * \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n *\n * ## Selection, the bar and the file (AGL-2621)\n *\n * The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Import and Export open the console's import wizard and\n * export dialog on `crm.companies` (AGL-3527): the export over the\n * selection, the list's own query, or every company.\n */\nexport function CompaniesSection(props: CompaniesSectionProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n  /*\n   * The team, read once for this surface: the Owner column names a person\n   * from a uid, and the create drawer picks from the same roster. One fetch\n   * serves both, which is why the drawer takes it as a prop.\n   */\n  const members = useOrgMemberOptions(orgId)\n  // The org's company fields, for the optional columns below (AGL-2661).\n  const companyFields = useContactFieldDefinitions(orgId, 'company')\n  // The lists behind Type, Industry and Rating, for their filters (AGL-3514).\n  const picklists = useCompanyPicklists(orgId)\n\n  /*\n   * The clauses are the saved VIEW'S (AGL-2617), beside its columns and\n   * sort; the grid's panel and the chips edit them, and the query answers\n   * every one and the search word together (AGL-3321).\n   */\n  const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n  const viewFilters = views.state.filters\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const foldsScope = useCrmFoldsScope(orgId, visibleTo)\n  // The header order the view asks (AGL-3680), read before the query it orders.\n  const companySort = useMemo(\n    () => crmViewQuerySort(COMPANY_LIST_SORTS, views.state.sort, COMPANY_LIST_SORTS[0]),\n    [views.state.sort],\n  )\n  const {\n    rows: companies,\n    status,\n    hasMore,\n    page,\n    setPage,\n    pageSize,\n    setPageSize,\n    plan,\n  } = useCrmListQuery<CompanyRow>({\n    scope,\n    collection: CRM_COLLECTIONS.companies,\n    visibleTo,\n    foldsScope,\n    declaration: COMPANY_LIST_DECLARATION,\n    clauses: viewFilters,\n    search: searchWords,\n    prefixSearch: COMPANY_PREFIX_SEARCH,\n    sort: companySort.sort,\n  })\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const [createOpen, setCreateOpen] = useState(false)\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A filter, a search or a page is a different set of rows.\n  useEffect(() => setSelectedIds([]), [plan, page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3527).\n  const exportFilter = useMemo(\n    () => (plan.served.length || plan.searched ? { label: 'what the list shows', plan } : null),\n    [plan],\n  )\n  const openCompany = useCallback(\n    (id: string) => router.push(routes.company(id)),\n    [router, routes],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Company',\n        flex: 1.6,\n        minWidth: 240,\n        ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n        valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Stack\n            sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n          >\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {row.name}\n            </Typography>\n            {row.industry ? (\n              <Typography\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ lineHeight: 1.25 }}\n                noWrap\n              >\n                {row.industry}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'domain',\n        headerName: 'Domain',\n        flex: 1,\n        minWidth: 160,\n        // Stored normalized, so it could be filtered exactly — but a domain\n        // lookup is what the company suggestion on a contact does, and a\n        // filter here would need an index of its own for one more way to\n        // find a row the name filter already finds.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.domain ? (\n            <Typography variant=\"body2\">{row.domain}</Typography>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'contactsCount',\n        headerName: 'Contacts',\n        width: 110,\n        align: 'right',\n        headerAlign: 'right',\n        /*\n         * The denormalized count every link moves (AGL-2613) — a stored\n         * number, so a page of companies costs no read per row. Absent on a\n         * company nobody has linked since the counter existed, which reads\n         * as zero; the company's own page takes the live aggregate.\n         */\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n          >\n            {Number(row.contactsCount ?? 0).toLocaleString()}\n          </Typography>\n        ),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 1,\n        minWidth: 140,\n        // Written by the drawer and the bulk bar (AGL-2621); read here, not\n        // filtered — a tag filter would need an `array-contains` index of\n        // its own beside the scope predicate.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.tags?.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n              {row.tags.slice(0, 3).map((tag) => (\n                <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n              ))}\n              {row.tags.length > 3 ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`+${row.tags.length - 3}`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        /*\n         * A CHOICE from the roster, not a text box for a uid. The grid's\n         * single-select `is` operator is what the panel offers; the handler\n         * below maps it onto the declared field's `equals`, which the\n         * translator turns into the equality the index serves.\n         */\n        type: 'singleSelect',\n        valueOptions: members.options.map((option) => ({\n          value: option.uid,\n          label: crmMemberPickerLabel(option),\n        })),\n        filterable: members.options.length > 0,\n        filterOperators: getGridSingleSelectOperators().filter(\n          (operator) => operator.value === 'is',\n        ),\n        valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n          >\n            {row.ownerUid\n              ? members.ready\n                ? members.labelFor(row.ownerUid)\n                : '…'\n              : '—'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'updatedAt',\n        headerName: 'Updated',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          row.updatedAt?.seconds ? new Date(row.updatedAt.seconds * 1000) : null,\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {row.updatedAt?.seconds\n              ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n              : '—'}\n          </Typography>\n        ),\n      },\n      // When the earliest open task against the company is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Account fields (AGL-3514), each optional. Type, Industry\n      // and Rating filter by the key stored beside the label; the rest read.\n      ...COMPANY_PICKLIST_FILTERS.map(\n        (entry): GridColDef => ({\n          field: entry.column,\n          headerName: entry.header,\n          flex: 0.8,\n          minWidth: 130,\n          sortable: false,\n          valueGetter: (_value, row: CompanyRow) =>\n            crmPicklistKey(row[entry.column as 'type' | 'industry' | 'rating']) ?? '',\n          renderCell: ({ row }: { row: CompanyRow }) =>\n            textCell(row[entry.column as 'type' | 'industry' | 'rating']),\n        }),\n      ),\n      {\n        field: 'accountSource',\n        headerName: 'Account source',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.accountSource ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => textCell(row.accountSource),\n      },\n      {\n        field: 'numberOfEmployees',\n        headerName: 'Employees',\n        width: 120,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees.toLocaleString() : '',\n          ),\n      },\n      {\n        field: 'annualRevenueCents',\n        headerName: 'Annual revenue',\n        width: 150,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.annualRevenueCents === 'number' ? row.annualRevenueCents : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.annualRevenueCents === 'number'\n              ? formatMoney(row.annualRevenueCents, row.currency)\n              : '',\n          ),\n      },\n      // The org's company fields as optional columns (AGL-2661), read off\n      // the row's own `custom` map the way the contacts list reads its own.\n      ...customFieldColumns(companyFields.active),\n    ],\n    [members, companyFields.active, nowMs],\n  )\n\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313); the query answers them all (AGL-3321).\n   */\n  const ownerOptions = useMemo(\n    () =>\n      members.options.map((option) => ({\n        value: option.uid,\n        label: crmMemberPickerLabel(option),\n      })),\n    [members.options],\n  )\n  /*\n   * Each picklist's choices (AGL-3514): every value the org keeps, valued\n   * by the key the query compares and captioned by the label, inactive\n   * ones marked. A stored clause naming a key no longer listed stays a\n   * choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo(() => {\n    const options: Record<string, Array<{ value: string; label: string }>> = {\n      ownerUid: ownerOptions,\n    }\n    for (const entry of COMPANY_PICKLIST_FILTERS) {\n      const list = picklists.lists[entry.picklistId]\n      const known = (list?.values ?? []).flatMap((value) => {\n        const key = crmPicklistKey(value.label)\n        return key ? [{ value: key, label: value.active ? value.label : `${value.label} (inactive)` }] : []\n      })\n      const stale = viewFilters\n        .filter((clause) => clause.field === entry.column)\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n      options[entry.column] = [...known, ...stale]\n    }\n    return options\n  }, [ownerOptions, picklists.lists, viewFilters])\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, COMPANY_GRID_FILTER_FIELDS, filterOptions, COMPANY_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: COMPANY_SELECT_FIELDS,\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: COMPANY_GRID_FILTER_FIELDS,\n        headers: COMPANY_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [plan.refused, filterOptions],\n  )\n  /*\n   * The grid's models are the view's (AGL-2617). The filter model shows the\n   * view's clause in the panel as a typed one would appear — the owner's\n   * stored `equals` back as the single-select `is` the panel offers — so a\n   * view opened from its address reads as filtered, not as a mystery.\n   */\n  const grid = useCrmViewGrid(views, filterColumns, COMPANY_HIDDEN_COLUMNS)\n  /*\n   * EVERY HEADER SORTS (AGL-3680). The grid used to sort the view's order\n   * over the one page on screen while the footer paged the query, which read\n   * as the whole list's order. Company, Updated and Next activity sort the\n   * QUERY now (`COMPANY_LIST_SORTS`); the rest sort the page and say so —\n   * Type, Industry and Rating in the order the org keeps their values.\n   */\n  const pageSorts = useMemo(\n    () =>\n      Object.fromEntries(\n        COMPANY_PICKLIST_FILTERS.map((entry) => [\n          entry.column,\n          (row: CompanyRow) => {\n            const label = row[entry.column as 'type' | 'industry' | 'rating']\n            const list = picklists.lists[entry.picklistId]\n            return list && label ? crmPicklistRank(list, label) : null\n          },\n        ]),\n      ),\n    [picklists.lists],\n  )\n  const columnSort = useCrmColumnSort<CompanyRow>({\n    views,\n    sorts: COMPANY_LIST_SORTS,\n    defaultSort: COMPANY_LIST_SORTS[0],\n    asked: companySort,\n    orderBy: plan.orderBy,\n    rows: companies,\n    columns: grid.columns,\n    pageSorts,\n  })\n\n  /** Whether anything narrows the list, so an empty one is \"no match\", not \"none yet\". */\n  const narrowed = viewFilters.length > 0 || searchWords.some((word) => word.trim())\n\n  const newCompanyButton = (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      disabled={!scope}\n      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n      onClick={() => setCreateOpen(true)}\n    >\n      {'New company'}\n    </Button>\n  )\n\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        // The record actions, top right and never clipped (AGL-3311).\n        action: (\n          <CrmListActions>\n            <CrmImportButton resource={CRM_COMPANIES_RESOURCE} noun=\"companies\" hostId={hostId} mappingZone=\"companies\" />\n            <CrmExportButton resource={CRM_COMPANIES_RESOURCE} hostId={hostId} filter={exportFilter} />\n            {newCompanyButton}\n          </CrmListActions>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The organizations your contacts belong to. Open one to see its ' +\n            'people, its deals and its open tasks, or to link a contact ' +\n            'to it.'}\n        </Typography>\n        {/* The saved view, and the clauses narrowing it as chips (AGL-3313). */}\n        <CrmListToolbar label=\"Company filters\">\n          <CrmViewsControl controller={views} allLabel=\"All companies\" />\n          <ListFilterChips\n            fields={COMPANY_GRID_FILTER_FIELDS}\n            headers={COMPANY_GRID_FILTER_HEADERS}\n            clauses={viewFilters}\n            onChange={views.setFilters}\n            options={filterOptions}\n            marksServed={false}\n          />\n        </CrmListToolbar>\n        <ListQueryNotices refused={refused} notices={[...plan.notices, ...columnSort.notices]} />\n        <CompaniesBulkBar\n          hostId={hostId}\n          scope={scope}\n          rows={companies}\n          selected={selectedIds}\n          onSelectedChange={setSelectedIds}\n          members={members}\n        />\n        <CrmColumnOrderProvider value={grid.columnOrder}>\n          <ListTable\n            rowHeight={TABLE_ROW_HEIGHT}\n            columns={grid.columns}\n            slots={CRM_LIST_SLOTS}\n            rows={columnSort.rows}\n            columnSort={columnSort}\n            selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n            noRowsLabel={narrowed ? 'No companies match these filters' : 'No companies yet'}\n            noRowsDescription={\n              narrowed\n                ? undefined\n                : 'A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.'\n            }\n            noRowsAction={narrowed ? undefined : newCompanyButton}\n            onOpen={(id) => openCompany(String(id))}\n            // An empty table while the read is in flight reads as \"you have\n            // none\" rather than \"these are on their way\".\n            loading={!scope || status === 'loading'}\n            /*\n             * The grid must NOT also filter. The query answers it, so a client\n             * pass could only drop rows the query already matched (AGL-3321).\n             */\n            filterMode=\"server\"\n            filterModel={gridFilter.filterModel}\n            onFilterModelChange={gridFilter.onFilterModelChange}\n            quickFilter\n            // Columns are the view's, controlled (AGL-2617); so is the\n            // header order, which `columnSort` keeps in it (AGL-3680).\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={page}\n          pageSize={pageSize}\n          rowCount={companies.length}\n          hasMore={hasMore}\n          onPageChange={setPage}\n          onPageSizeChange={setPageSize}\n        />\n      </Stack>\n      {/*\n        Mounted only while it is open, so the list pays for none of the\n        drawer's state — and a fresh mount is what seeds an empty form.\n       */}\n      {createOpen ? 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package/src/lib/components/company-edit-drawer.js

@@ -38,13 +38,15 @@ import { companyDraftFields, companyDraftFrom, EMPTY_COMPANY_DRAFT } from "../mo
 import { crmCustomDraftDocument, crmCustomDraftMissingRequired, crmCustomDraftValue, crmCustomDraftWrites } from "../model/crm-custom-draft.js";
 import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
-import { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
+import { CRM_CLIENT_SEARCH_FIELDS, CRM_CLIENT_SORT_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
 /**
  * The list fields a client edit of a company rewrites: the search tokens,
  * and the key beside each picklist field the Companies list filters by
  * (AGL-3514).
  */ const COMPANY_CLIENT_LIST_FIELDS = [
     ...CRM_CLIENT_SEARCH_FIELDS,
+    // Any header sort key the edit's inputs move (AGL-3680).
+    ...CRM_CLIENT_SORT_FIELDS,
     ...CRM_COMPANY_PICKLIST_FIELDS.flatMap((entry)=>'keyField' in entry ? [
             entry.keyField
         ] : [])