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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\nimport { localDayBounds } from '../model/crm-reports'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\nimport { localDayBounds } from '../model/crm-reports'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default CrmGlanceCard\n"],"names":["Aglyn","money","AppLink","CardDisplay","Button","Stack","Typography","getAggregateFromServer","getCountFromServer","query","sum","Timestamp","where","useMemo","useConsoleHostRoute","useFirestore","useOrgDataScope","useOrgPlan","useCrmOrgMount","crmRoutes","openLeadsForScope","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","localDayBounds","WEEK_MS","CrmGlanceCard","props","hostId","basePath","mount","consoleRoute","org","ready","planReady","undefined","scope","orgId","firestore","tokens","group","consentGroupForHost","ORG_SCOPE_TOKEN","hostIds","map","id","hostScopeToken","slice","MAX_SCOPE_HOSTS","leadSites","hostsReady","hosts","host","leadSitesKey","join","nowMs","Date","now","figures","contacts","deals","CRM_COLLECTIONS","tasks","day","countOf","target","then","snapshot","data","count","Promise","all","fromMillis","amountCents","Number","end","newThisWeek","pipelineCents","tasksDue","leadsToWork","routes","base","hubHref","value","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","component","componentVariant","nativeButton","href","size","color","spacing","useFlexGap","direction","sx","flexWrap","label","toLocaleString","section","note","status","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,KAAK,QAAQ,6DAA4D;AAClF,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SACEC,sBAAsB,EACtBC,kBAAkB,EAClBC,KAAK,EACLC,GAAG,EACHC,SAAS,EACTC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SACEC,mBAAmB,EACnBC,YAAY,EACZC,eAAe,EACfC,UAAU,QACL,iCAAgC;AACvC,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,gBAAgB,EAAEC,eAAe,QAAQ,4BAAwB;AAC1E,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,gBAAgB,QAAQ,kCAA8B;AAC/D,SAASC,cAAc,QAAQ,0BAAsB;AAErD,MAAMC,UAAU,IAAI,KAAK,KAAK,KAAK;AAuBnC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAqCC,GACD,OAAO,SAASC,cAAcC,KAAyB;;IACrD,MAAM,EAAEC,MAAM,EAAEC,QAAQ,EAAE,GAAGF;IAC7B,MAAMG,QAAQb;IACd,MAAMc,eAAelB,oBAAoBe;IACzC,MAAM,EAAEI,GAAG,EAAEC,OAAOC,SAAS,EAAE,GAAGlB,WAAWY,iBAAAA,SAAUO;IACvD,MAAM,EAAEC,KAAK,EAAE,GAAGrB,gBAAgBa,SAAS;QAAEA;IAAO,IAAI;QAAES,KAAK,EAAEP,yBAAAA,MAAOO,KAAK;IAAC;IAC9E,MAAMC,YAAYxB;IAClB,uEAAuE;IACvE,6DAA6D;IAC7D,MAAMyB,SAAS3B,QAAQ;QACrB,IAAI,CAACgB,QAAQ,OAAO;QACpB,IAAI,CAACM,WAAW,OAAOC;QACvB,MAAMK,QAAQzC,MAAM0C,mBAAmB,CAACT,cAAAA,MAAO,MAAMJ;QACrD,OAAO;YACL7B,MAAM2C,eAAe;eAClBF,MAAMG,OAAO,CAACC,GAAG,CAAC,CAACC,KAAO9C,MAAM+C,cAAc,CAACD;SACnD,CAACE,KAAK,CAAC,GAAGhD,MAAMiD,eAAe;IAClC,GAAG;QAAChB;QAAKE;QAAWN;KAAO;IAC3B,MAAMqB,YAAYrC,QAChB,IACEgB,SACI;YAACA;SAAO,GACRE,CAAAA,yBAAAA,MAAOoB,UAAU,IACfpB,MAAMqB,KAAK,CAACP,GAAG,CAAC,CAACQ,OAASA,KAAKP,EAAE,IACjC,MACR;QAACjB;QAAQE;KAAM;IAEjB,MAAMuB,uBAAeJ,6BAAAA,UAAWK,IAAI,CAAC,wBAAS;IAC9C,oEAAoE;IACpE,MAAMC,QAAQ3C,QAAQ,IAAM4C,KAAKC,GAAG,IAAI,EAAE;IAE1C,MAAMC,UAAUnC,iBAAgC;QAC9C,IAAI,CAACa,SAASG,WAAWJ,aAAa,CAACc,WAAW,OAAO;QACzD,MAAMU,WAAWvC,iBAAiBkB,WAAWF,OAAO;QACpD,MAAMwB,QAAQxC,iBAAiBkB,WAAWF,OAAOrC,MAAM8D,eAAe,CAACD,KAAK;QAC5E,MAAME,QAAQ1C,iBAAiBkB,WAAWF,OAAOrC,MAAM8D,eAAe,CAACC,KAAK;QAC5E,MAAMC,MAAMvC,eAAe+B;QAC3B,MAAMS,UAAU,CAACC,SACf1D,mBAAmB0D,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QACrE,OAAOC,QAAQC,GAAG,CAAC;YACjBP,QAAQxD,MAAMmD,aAAatC,gBAAgBkB;YAC3CyB,QACExD,MACEmD,aACGtC,gBAAgBkB,SACnB5B,MAAM,aAAa,MAAMD,UAAU8D,UAAU,CAACjB,QAAQ9B;YAG1DnB,uBACEE,MAAMoD,UAAUvC,gBAAgBkB,SAAS5B,MAAM,UAAU,MAAM,UAC/D;gBAAE8D,aAAahE,IAAI;YAAe,GAClCyD,IAAI,CAAC,CAACC;oBAAoBA;uBAAPO,QAAOP,6BAAAA,SAASC,IAAI,GAAGK,WAAW,YAA3BN,6BAA+B;;YAC3D,yEAAyE;YACzEH,QACExD,MACEsD,UACGzC,gBAAgBkB,SACnB5B,MAAM,UAAU,MAAM,SACtBA,MAAM,WAAW,KAAKoD,IAAIY,GAAG;YAGjC,gEAAgE;YAChE,8DAA8D;YAC9DxD,kBAAkBmB,WAAWF,KAAK,CAAC,EAAE,EAAEG;SACxC,EAAE2B,IAAI,CAAC,CAAC,CAACP,UAAUiB,aAAaC,eAAeC,UAAUC,YAAY,GAAM,CAAA;gBAC1EpB;gBACAiB;gBACAC;gBACAC;gBACAC;YACF,CAAA;IACF,GAAG;QAACzC;QAAWF;QAAOG;QAAQgB;QAAOF;KAAa;IAElD,MAAM2B,SAASpE,QACb,IACEgB,SACIG,aAAakD,IAAI,GACf/D,UAAU,GAAGa,aAAakD,IAAI,CAAC,IAAI,CAAC,IACpC,OACFpD,WACEX,UAAUW,YACV,MACR;QAACD;QAAQG,aAAakD,IAAI;QAAEpD;KAAS;IAEvC,MAAMqD,UAAUtD,SACZG,aAAakD,IAAI,GACf,GAAGlD,aAAakD,IAAI,CAAC,IAAI,CAAC,GAC1B9C,YACFN;IACJ,MAAMsD,QAAQzB,QAAQyB,KAAK;IAE3B,qBACE,KAACjF;QACCkF,QAAQ;QACRC,MAAMtF,MAAMuF,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,mEACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAACzF;gBACC0F,WAAW5F;eACN;gBAAE6F,kBAAkB;gBAASC,cAAc;YAAM;gBACtDC,MAAMd;gBACNe,MAAK;gBACLC,OAAM;0BAEL;;QAGP;kBAEA,cAAA,MAAC9F;YAAM+F,SAAS;;8BACd,MAAC/F;oBAAMgG,UAAU;oBAACC,WAAU;oBAAMF,SAAS;oBAAGG,IAAI;wBAAEC,UAAU;oBAAO;;sCACnE,KAACjF;4BACCkF,OAAO;4BACPrB,OAAOA,QAAQA,MAAMxB,QAAQ,CAAC8C,cAAc,KAAK;4BACjDT,IAAI,EAAEhB,0BAAAA,OAAQ0B,OAAO,CAAC;;sCAExB,KAACpF;4BACCkF,OAAO;4BACPrB,OAAOA,QAAQA,MAAMP,WAAW,CAAC6B,cAAc,KAAK;4BACpDT,IAAI,EAAEhB,0BAAAA,OAAQ0B,OAAO,CAAC;;sCAExB,KAACpF;4BACCkF,OAAO;4BACPrB,OAAOA,QAAQnF,MAAMmF,MAAMN,aAAa,EAAE,SAAS;4BACnDmB,IAAI,EAAEhB,0BAAAA,OAAQ0B,OAAO,CAAC;;sCAExB,KAACpF;4BACCkF,OAAO;4BACPrB,OAA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package/src/lib/components/crm-next-activity-column.d.ts

@@ -8,10 +8,11 @@ import type { GridColDef } from '@mui/x-data-grid';
  * color, today emphasized — because it IS that date, seen from the record.
  * A dash for a record with nothing scheduled, and the same dash for one
  * written before the field existed: the reader's question is "is anything
- * planned", and to both the answer is no. Sorting is off for the reason
- * the custom columns' is — the value is on the row, and a sort over the
- * loaded window would look like a sort over the collection. Filtering is
- * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.
+ * planned", and to both the answer is no. The grid's own sort is off — a
+ * sort over the loaded window would look like a sort over the collection —
+ * and the list sorts the header instead, on its query, through its
+ * `columnSort` (AGL-3680). Filtering is the list's to switch on, through
+ * `CRM_NEXT_ACTIVITY_FILTER_FIELD`.
  */
 export declare function nextActivityColumn(nowMs: number): GridColDef;
 export { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER, } from '../model/crm-next-activity';

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

@@ -27,10 +27,11 @@ import { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from "../model/crm-next-act
  * color, today emphasized — because it IS that date, seen from the record.
  * A dash for a record with nothing scheduled, and the same dash for one
  * written before the field existed: the reader's question is "is anything
- * planned", and to both the answer is no. Sorting is off for the reason
- * the custom columns' is — the value is on the row, and a sort over the
- * loaded window would look like a sort over the collection. Filtering is
- * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.
+ * planned", and to both the answer is no. The grid's own sort is off — a
+ * sort over the loaded window would look like a sort over the collection —
+ * and the list sorts the header instead, on its query, through its
+ * `columnSort` (AGL-3680). Filtering is the list's to switch on, through
+ * `CRM_NEXT_ACTIVITY_FILTER_FIELD`.
  */ export function nextActivityColumn(nowMs) {
     return {
         field: CRM_NEXT_ACTIVITY_FIELD,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-next-activity-column.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { TaskDueText } from './task-cells'\nimport { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from '../model/crm-next-activity'\n\n/**\n * The \"Next activity\" column the contacts, companies and deals lists share\n * (AGL-2661): when the record's earliest open task is due, off the\n * `nextTaskAtMs` every server-side task writer keeps on the row.\n *\n * Drawn the way the tasks list draws a due date — overdue in the warning\n * color, today emphasized — because it IS that date, seen from the record.\n * A dash for a record with nothing scheduled, and the same dash for one\n * written before the field existed: the reader's question is \"is anything\n * planned\", and to both the answer is no. Sorting is off for the reason\n * the custom columns' is — the value is on the row, and a sort over the\n * loaded window would look like a sort over the collection. Filtering is\n * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.\n */\nexport function nextActivityColumn(nowMs: number): GridColDef {\n  return {\n    field: CRM_NEXT_ACTIVITY_FIELD,\n    headerName: 'Next activity',\n    flex: 0.8,\n    minWidth: 140,\n    type: 'date',\n    sortable: false,\n    filterable: false,\n    valueGetter: (_value: unknown, row: { nextTaskAtMs?: unknown }) => {\n      const at = readNextTaskAtMs(row)\n      return at === null ? null : new Date(at)\n    },\n    renderCell: ({ row }: { row: { nextTaskAtMs?: unknown } }) => {\n      const at = readNextTaskAtMs(row)\n      if (at === null) {\n        return (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        )\n      }\n      return (\n        <Tooltip title={new Date(at).toLocaleString()}>\n          <span>\n            <TaskDueText task={{ status: 'open', dueAtMs: at }} nowMs={nowMs} variant=\"caption\" />\n          </span>\n        </Tooltip>\n      )\n    },\n  }\n}\n\nexport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n} from '../model/crm-next-activity'\n"],"names":["Tooltip","Typography","TaskDueText","CRM_NEXT_ACTIVITY_FIELD","readNextTaskAtMs","nextActivityColumn","nowMs","field","headerName","flex","minWidth","type","sortable","filterable","valueGetter","_value","row","at","Date","renderCell","variant","color","title","toLocaleString","span","task","status","dueAtMs","CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_NEXT_ACTIVITY_FILTER_HEADER"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEnD,SAASC,WAAW,QAAQ,kBAAc;AAC1C,SAASC,uBAAuB,EAAEC,gBAAgB,QAAQ,gCAA4B;AAEtF;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAO;QACLC,OAAOJ;QACPK,YAAY;QACZC,MAAM;QACNC,UAAU;QACVC,MAAM;QACNC,UAAU;QACVC,YAAY;QACZC,aAAa,CAACC,QAAiBC;YAC7B,MAAMC,KAAKb,iBAAiBY;YAC5B,OAAOC,OAAO,OAAO,OAAO,IAAIC,KAAKD;QACvC;QACAE,YAAY,CAAC,EAAEH,GAAG,EAAuC;YACvD,MAAMC,KAAKb,iBAAiBY;YAC5B,IAAIC,OAAO,MAAM;gBACf,qBACE,KAAChB;oBAAWmB,SAAQ;oBAAUC,OAAM;8BACjC;;YAGP;YACA,qBACE,KAACrB;gBAAQsB,OAAO,IAAIJ,KAAKD,IAAIM,cAAc;0BACzC,cAAA,KAACC;8BACC,cAAA,KAACtB;wBAAYuB,MAAM;4BAAEC,QAAQ;4BAAQC,SAASV;wBAAG;wBAAGX,OAAOA;wBAAOc,SAAQ;;;;QAIlF;IACF;AACF;AAEA,SACEQ,8BAA8B,EAC9BC,+BAA+B,QAC1B,gCAA4B"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-next-activity-column.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { TaskDueText } from './task-cells'\nimport { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from '../model/crm-next-activity'\n\n/**\n * The \"Next activity\" column the contacts, companies and deals lists share\n * (AGL-2661): when the record's earliest open task is due, off the\n * `nextTaskAtMs` every server-side task writer keeps on the row.\n *\n * Drawn the way the tasks list draws a due date — overdue in the warning\n * color, today emphasized — because it IS that date, seen from the record.\n * A dash for a record with nothing scheduled, and the same dash for one\n * written before the field existed: the reader's question is \"is anything\n * planned\", and to both the answer is no. The grid's own sort is off — a\n * sort over the loaded window would look like a sort over the collection —\n * and the list sorts the header instead, on its query, through its\n * `columnSort` (AGL-3680). Filtering is the list's to switch on, through\n * `CRM_NEXT_ACTIVITY_FILTER_FIELD`.\n */\nexport function nextActivityColumn(nowMs: number): GridColDef {\n  return {\n    field: CRM_NEXT_ACTIVITY_FIELD,\n    headerName: 'Next activity',\n    flex: 0.8,\n    minWidth: 140,\n    type: 'date',\n    sortable: false,\n    filterable: false,\n    valueGetter: (_value: unknown, row: { nextTaskAtMs?: unknown }) => {\n      const at = readNextTaskAtMs(row)\n      return at === null ? null : new Date(at)\n    },\n    renderCell: ({ row }: { row: { nextTaskAtMs?: unknown } }) => {\n      const at = readNextTaskAtMs(row)\n      if (at === null) {\n        return (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        )\n      }\n      return (\n        <Tooltip title={new Date(at).toLocaleString()}>\n          <span>\n            <TaskDueText task={{ status: 'open', dueAtMs: at }} nowMs={nowMs} variant=\"caption\" />\n          </span>\n        </Tooltip>\n      )\n    },\n  }\n}\n\nexport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n} from '../model/crm-next-activity'\n"],"names":["Tooltip","Typography","TaskDueText","CRM_NEXT_ACTIVITY_FIELD","readNextTaskAtMs","nextActivityColumn","nowMs","field","headerName","flex","minWidth","type","sortable","filterable","valueGetter","_value","row","at","Date","renderCell","variant","color","title","toLocaleString","span","task","status","dueAtMs","CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_NEXT_ACTIVITY_FILTER_HEADER"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEnD,SAASC,WAAW,QAAQ,kBAAc;AAC1C,SAASC,uBAAuB,EAAEC,gBAAgB,QAAQ,gCAA4B;AAEtF;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAO;QACLC,OAAOJ;QACPK,YAAY;QACZC,MAAM;QACNC,UAAU;QACVC,MAAM;QACNC,UAAU;QACVC,YAAY;QACZC,aAAa,CAACC,QAAiBC;YAC7B,MAAMC,KAAKb,iBAAiBY;YAC5B,OAAOC,OAAO,OAAO,OAAO,IAAIC,KAAKD;QACvC;QACAE,YAAY,CAAC,EAAEH,GAAG,EAAuC;YACvD,MAAMC,KAAKb,iBAAiBY;YAC5B,IAAIC,OAAO,MAAM;gBACf,qBACE,KAAChB;oBAAWmB,SAAQ;oBAAUC,OAAM;8BACjC;;YAGP;YACA,qBACE,KAACrB;gBAAQsB,OAAO,IAAIJ,KAAKD,IAAIM,cAAc;0BACzC,cAAA,KAACC;8BACC,cAAA,KAACtB;wBAAYuB,MAAM;4BAAEC,QAAQ;4BAAQC,SAASV;wBAAG;wBAAGX,OAAOA;wBAAOc,SAAQ;;;;QAIlF;IACF;AACF;AAEA,SACEQ,8BAA8B,EAC9BC,+BAA+B,QAC1B,gCAA4B"}

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-header.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { PageHeaderRecord } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay, type CardDisplayProps } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { Button, Chip, type ChipProps, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport {\n  CrmRecordBookingZone,\n  type CrmRecordBookingZoneProps,\n} from './crm-booking-zone'\n\nexport interface CrmRecordHeaderProps {\n  /** What the record is — the lead card's heading: Contact, Company, Deal, Lead. */\n  kind: string\n  /**\n   * The record's own name, published to the page heading and the trail.\n   * Undefined until it has loaded, so the route's heading stands meanwhile.\n   */\n  title: string | undefined\n  /** The one line under the heading — an address, a domain, a pipeline and stage. */\n  subtitle?: ReactNode\n  /** The record's facts as chips: a stage, a status, an owner. */\n  chips?: ReactNode\n  /** The way back to the section the record lives in. */\n  backHref: string\n  backLabel: string\n  /** The primary controls, beside the menu. */\n  actions?: ReactNode\n  /** Everything else, behind the overflow — the destructive act lives here. */\n  menuItems?: RowActionsMenuItem[]\n  help?: CardDisplayProps['help']\n  /** The record is still on its way; the chip row says so rather than sitting empty. */\n  loading?: boolean\n  /** What the card holds under the chips — a properties list, or a refusal. */\n  children?: ReactNode\n  /**\n   * The **Book a meeting** action (AGL-2660), for a contact, a lead or a\n   * deal: the record the link carries, and the site whose services are\n   * offered. Drawn beside the primary controls, and only where the site has\n   * a booking door — the action renders nothing otherwise.\n   */\n  booking?: CrmRecordBookingZoneProps\n}\n\n/**\n * THE HEADER EVERY CRM RECORD PAGE OPENS ON (AGL-2614).\n *\n * A contact, a company, a deal and a lead each had a lead card of their own\n * and no two agreed: one kept its controls in the card header and one at the\n * card's foot, one put the way back in a caption under the properties, one\n * offered Delete as a red button beside Edit and one behind a menu, and the\n * page heading was published by the page on three of them and never on the\n * fourth. A reader moving between the four records of one sale was reading\n * four products.\n *\n * ## The grammar\n *\n * ```\n *   [ page heading and trail: the record's name ]\n *   Kind                           [ Back to … ] [ primary ] [ ⋮ ]\n *   subtitle line\n *   [ chip ] [ chip ] [ chip ]\n *   children\n * ```\n *\n * The page heading is the record's NAME — published from here, once, by\n * whichever component loaded the record, so the shell's heading and the\n * card read one document. The card is then free to say what the record IS\n * (`kind`) rather than repeating the name, and its subtitle carries the one\n * fact that identifies the record beyond its name: the address, the domain,\n * the pipeline and stage.\n *\n * Controls sit in the card HEADER, never at its foot: the header is where a\n * reader looks for what they can do to the thing they just opened, and a\n * foot of controls scrolls away under a long properties list. The way back\n * leads, because the record is the trail's last crumb and the crumb is not a\n * link. The primary act — Edit, Convert, Add to list — is a button; every\n * other act, and the destructive one in particular, is a menu item, so that\n * a delete is never one mis-click from the button beside it.\n */\nexport function CrmRecordHeader(props: CrmRecordHeaderProps) {\n  const {\n    kind,\n    title,\n    subtitle,\n    chips,\n    backHref,\n    backLabel,\n    actions,\n    menuItems,\n    help,\n    loading,\n    children,\n    booking,\n  } = props\n  const hasChipRow = Boolean(chips) || Boolean(loading)\n  return (\n    <>\n      <PageHeaderRecord title={title} />\n      <CardDisplay\n        header={kind}\n        subheader={subtitle}\n        help={help}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack\n              direction=\"row\"\n              spacing={1}\n              sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n            >\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={backHref}\n                size=\"small\"\n                color=\"primary\"\n              >\n                {backLabel}\n              </Button>\n              {actions}\n              {booking ? <CrmRecordBookingZone {...booking} /> : null}\n              {menuItems?.length ? (\n                <RowActionsMenu label={title || kind} items={menuItems} />\n              ) : null}\n            </Stack>\n          ),\n        }}\n      >\n        {hasChipRow || children ? (\n          <Stack spacing={2}>\n            {hasChipRow ? (\n              <Stack\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n              >\n                {chips}\n                {loading ? (\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {'Loading…'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n            {children}\n          </Stack>\n        ) : null}\n      </CardDisplay>\n    </>\n  )\n}\nCrmRecordHeader.displayName = 'CrmRecordHeader'\n\nexport interface CrmRecordChipProps {\n  /** What the fact is — Owner, Industry, Amount. */\n  label: string\n  /** The fact. Nothing is rendered without one, so a caller can pass it blindly. */\n  value?: ReactNode\n  color?: ChipProps['color']\n  variant?: ChipProps['variant']\n}\n\n/**\n * One fact on the chip row, in the `Label: value` form every record uses.\n *\n * A chip with no value renders nothing rather than a bare label, so a\n * record page lists every fact it might have and the row shows the ones\n * this record does.\n */\nexport function CrmRecordChip(props: CrmRecordChipProps) {\n  const { label, value, color, variant = 'outlined' } = props\n  if (value === null || value === undefined || value === '') return null\n  return (\n    <Chip\n      size=\"small\"\n      variant={variant}\n      color={color}\n      label={\n        <>\n          <Typography component=\"span\" variant=\"inherit\" color=\"text.secondary\">\n            {`${label}: `}\n          </Typography>\n          {value}\n        </>\n      }\n    />\n  )\n}\nCrmRecordChip.displayName = 'CrmRecordChip'\n\nexport default CrmRecordHeader\n"],"names":["PageHeaderRecord","AppLink","CardDisplay","RowActionsMenu","Button","Chip","Stack","Typography","CrmRecordBookingZone","CrmRecordHeader","props","kind","title","subtitle","chips","backHref","backLabel","actions","menuItems","help","loading","children","booking","hasChipRow","Boolean","header","subheader","contentGutterX","contentGutterY","HeaderProps","action","direction","spacing","sx","alignItems","flexWrap","rowGap","component","componentVariant","nativeButton","href","size","color","length","label","items","variant","displayName","CrmRecordChip","value","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,gBAAgB,QAAQ,eAAc;AAC/C,SAASC,OAAO,EAAEC,WAAW,QAA+B,uBAAsB;AAClF,OAAOC,oBAEA,6DAA4D;AACnE,SAASC,MAAM,EAAEC,IAAI,EAAkBC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAE/E,SACEC,oBAAoB,QAEf,wBAAoB;AAmC3B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EACJC,IAAI,EACJC,KAAK,EACLC,QAAQ,EACRC,KAAK,EACLC,QAAQ,EACRC,SAAS,EACTC,OAAO,EACPC,SAAS,EACTC,IAAI,EACJC,OAAO,EACPC,QAAQ,EACRC,OAAO,EACR,GAAGZ;IACJ,MAAMa,aAAaC,QAAQV,UAAUU,QAAQJ;IAC7C,qBACE;;0BACE,KAACpB;gBAAiBY,OAAOA;;0BACzB,KAACV;gBACCuB,QAAQd;gBACRe,WAAWb;gBACXM,MAAMA;gBACNQ,cAAc;gBACdC,cAAc;gBACdC,aAAa;oBACXC,sBACE,MAACxB;wBACCyB,WAAU;wBACVC,SAAS;wBACTC,IAAI;4BAAEC,YAAY;4BAAUC,UAAU;4BAAQC,QAAQ;wBAAE;;0CAExD,KAAChC;gCACCiC,WAAWpC;+BACN;gCAAEqC,kBAAkB;gCAASC,cAAc;4BAAM;gCACtDC,MAAMzB;gCACN0B,MAAK;gCACLC,OAAM;0CAEL1B;;4BAEFC;4BACAK,wBAAU,KAACd,mCAAyBc,YAAc;4BAClDJ,CAAAA,6BAAAA,UAAWyB,MAAM,kBAChB,KAACxC;gCAAeyC,OAAOhC,SAASD;gCAAMkC,OAAO3B;iCAC3C;;;gBAGV;0BAECK,cAAcF,yBACb,MAACf;oBAAM0B,SAAS;;wBACbT,2BACC,MAACjB;4BACCyB,WAAU;4BACVC,SAAS;4BACTC,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAE;;gCAEvDtB;gCACAM,wBACC,KAACb;oCAAWuC,SAAQ;oCAAQJ,OAAM;8CAC/B;qCAED;;6BAEJ;wBACHrB;;qBAED;;;;AAIZ;AACAZ,gBAAgBsC,WAAW,GAAG;AAW9B;;;;;;CAMC,GACD,OAAO,SAASC,cAActC,KAAyB;IACrD,MAAM,EAAEkC,KAAK,EAAEK,KAAK,EAAEP,KAAK,EAAEI,UAAU,UAAU,EAAE,GAAGpC;IACtD,IAAIuC,UAAU,QAAQA,UAAUC,aAAaD,UAAU,IAAI,OAAO;IAClE,qBACE,KAAC5C;QACCoC,MAAK;QACLK,SAASA;QACTJ,OAAOA;QACPE,qBACE;;8BACE,KAACrC;oBAAW8B,WAAU;oBAAOS,SAAQ;oBAAUJ,OAAM;8BAClD,GAAGE,MAAM,EAAE,CAAC;;gBAEdK;;;;AAKX;AACAD,cAAcD,WAAW,GAAG;AAE5B,eAAetC,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-header.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { PageHeaderRecord } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay, type CardDisplayProps } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { Button, Chip, type ChipProps, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport {\n  CrmRecordBookingZone,\n  type CrmRecordBookingZoneProps,\n} from './crm-booking-zone'\n\nexport interface CrmRecordHeaderProps {\n  /** What the record is — the lead card's heading: Contact, Company, Deal, Lead. */\n  kind: string\n  /**\n   * The record's own name, published to the page heading and the trail.\n   * Undefined until it has loaded, so the route's heading stands meanwhile.\n   */\n  title: string | undefined\n  /** The one line under the heading — an address, a domain, a pipeline and stage. */\n  subtitle?: ReactNode\n  /** The record's facts as chips: a stage, a status, an owner. */\n  chips?: ReactNode\n  /** The way back to the section the record lives in. */\n  backHref: string\n  backLabel: string\n  /** The primary controls, beside the menu. */\n  actions?: ReactNode\n  /** Everything else, behind the overflow — the destructive act lives here. */\n  menuItems?: RowActionsMenuItem[]\n  help?: CardDisplayProps['help']\n  /** The record is still on its way; the chip row says so rather than sitting empty. */\n  loading?: boolean\n  /** What the card holds under the chips — a properties list, or a refusal. */\n  children?: ReactNode\n  /**\n   * The **Book a meeting** action (AGL-2660), for a contact, a lead or a\n   * deal: the record the link carries, and the site whose services are\n   * offered. Drawn beside the primary controls, and only where the site has\n   * a booking door — the action renders nothing otherwise.\n   */\n  booking?: CrmRecordBookingZoneProps\n}\n\n/**\n * THE HEADER EVERY CRM RECORD PAGE OPENS ON (AGL-2614).\n *\n * A contact, a company, a deal and a lead each had a lead card of their own\n * and no two agreed: one kept its controls in the card header and one at the\n * card's foot, one put the way back in a caption under the properties, one\n * offered Delete as a red button beside Edit and one behind a menu, and the\n * page heading was published by the page on three of them and never on the\n * fourth. A reader moving between the four records of one sale was reading\n * four products.\n *\n * ## The grammar\n *\n * ```\n *   [ page heading and trail: the record's name ]\n *   Kind                           [ Back to … ] [ primary ] [ ⋮ ]\n *   subtitle line\n *   [ chip ] [ chip ] [ chip ]\n *   children\n * ```\n *\n * The page heading is the record's NAME — published from here, once, by\n * whichever component loaded the record, so the shell's heading and the\n * card read one document. The card is then free to say what the record IS\n * (`kind`) rather than repeating the name, and its subtitle carries the one\n * fact that identifies the record beyond its name: the address, the domain,\n * the pipeline and stage.\n *\n * Controls sit in the card HEADER, never at its foot: the header is where a\n * reader looks for what they can do to the thing they just opened, and a\n * foot of controls scrolls away under a long properties list. The way back\n * leads, because the record is the trail's last crumb and the crumb is not a\n * link. The primary act — Edit, Convert, Add to list — is a button; every\n * other act, and the destructive one in particular, is a menu item, so that\n * a delete is never one mis-click from the button beside it.\n */\nexport function CrmRecordHeader(props: CrmRecordHeaderProps) {\n  const {\n    kind,\n    title,\n    subtitle,\n    chips,\n    backHref,\n    backLabel,\n    actions,\n    menuItems,\n    help,\n    loading,\n    children,\n    booking,\n  } = props\n  const hasChipRow = Boolean(chips) || Boolean(loading)\n  return (\n    <>\n      <PageHeaderRecord title={title} />\n      <CardDisplay\n        header={kind}\n        subheader={subtitle}\n        help={help}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack\n              useFlexGap\n              direction=\"row\"\n              spacing={1}\n              sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n            >\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={backHref}\n                size=\"small\"\n                color=\"primary\"\n              >\n                {backLabel}\n              </Button>\n              {actions}\n              {booking ? <CrmRecordBookingZone {...booking} /> : null}\n              {menuItems?.length ? (\n                <RowActionsMenu label={title || kind} items={menuItems} />\n              ) : null}\n            </Stack>\n          ),\n        }}\n      >\n        {hasChipRow || children ? (\n          <Stack spacing={2}>\n            {hasChipRow ? (\n              <Stack\n                useFlexGap\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n              >\n                {chips}\n                {loading ? (\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {'Loading…'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n            {children}\n          </Stack>\n        ) : null}\n      </CardDisplay>\n    </>\n  )\n}\nCrmRecordHeader.displayName = 'CrmRecordHeader'\n\nexport interface CrmRecordChipProps {\n  /** What the fact is — Owner, Industry, Amount. */\n  label: string\n  /** The fact. Nothing is rendered without one, so a caller can pass it blindly. */\n  value?: ReactNode\n  color?: ChipProps['color']\n  variant?: ChipProps['variant']\n}\n\n/**\n * One fact on the chip row, in the `Label: value` form every record uses.\n *\n * A chip with no value renders nothing rather than a bare label, so a\n * record page lists every fact it might have and the row shows the ones\n * this record does.\n */\nexport function CrmRecordChip(props: CrmRecordChipProps) {\n  const { label, value, color, variant = 'outlined' } = props\n  if (value === null || value === undefined || value === '') return null\n  return (\n    <Chip\n      size=\"small\"\n      variant={variant}\n      color={color}\n      label={\n        <>\n          <Typography component=\"span\" variant=\"inherit\" color=\"text.secondary\">\n            {`${label}: `}\n          </Typography>\n          {value}\n        </>\n      }\n    />\n  )\n}\nCrmRecordChip.displayName = 'CrmRecordChip'\n\nexport default CrmRecordHeader\n"],"names":["PageHeaderRecord","AppLink","CardDisplay","RowActionsMenu","Button","Chip","Stack","Typography","CrmRecordBookingZone","CrmRecordHeader","props","kind","title","subtitle","chips","backHref","backLabel","actions","menuItems","help","loading","children","booking","hasChipRow","Boolean","header","subheader","contentGutterX","contentGutterY","HeaderProps","action","useFlexGap","direction","spacing","sx","alignItems","flexWrap","rowGap","component","componentVariant","nativeButton","href","size","color","length","label","items","variant","displayName","CrmRecordChip","value","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,gBAAgB,QAAQ,eAAc;AAC/C,SAASC,OAAO,EAAEC,WAAW,QAA+B,uBAAsB;AAClF,OAAOC,oBAEA,6DAA4D;AACnE,SAASC,MAAM,EAAEC,IAAI,EAAkBC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAE/E,SACEC,oBAAoB,QAEf,wBAAoB;AAmC3B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EACJC,IAAI,EACJC,KAAK,EACLC,QAAQ,EACRC,KAAK,EACLC,QAAQ,EACRC,SAAS,EACTC,OAAO,EACPC,SAAS,EACTC,IAAI,EACJC,OAAO,EACPC,QAAQ,EACRC,OAAO,EACR,GAAGZ;IACJ,MAAMa,aAAaC,QAAQV,UAAUU,QAAQJ;IAC7C,qBACE;;0BACE,KAACpB;gBAAiBY,OAAOA;;0BACzB,KAACV;gBACCuB,QAAQd;gBACRe,WAAWb;gBACXM,MAAMA;gBACNQ,cAAc;gBACdC,cAAc;gBACdC,aAAa;oBACXC,sBACE,MAACxB;wBACCyB,UAAU;wBACVC,WAAU;wBACVC,SAAS;wBACTC,IAAI;4BAAEC,YAAY;4BAAUC,UAAU;4BAAQC,QAAQ;wBAAE;;0CAExD,KAACjC;gCACCkC,WAAWrC;+BACN;gCAAEsC,kBAAkB;gCAASC,cAAc;4BAAM;gCACtDC,MAAM1B;gCACN2B,MAAK;gCACLC,OAAM;0CAEL3B;;4BAEFC;4BACAK,wBAAU,KAACd,mCAAyBc,YAAc;4BAClDJ,CAAAA,6BAAAA,UAAW0B,MAAM,kBAChB,KAACzC;gCAAe0C,OAAOjC,SAASD;gCAAMmC,OAAO5B;iCAC3C;;;gBAGV;0BAECK,cAAcF,yBACb,MAACf;oBAAM2B,SAAS;;wBACbV,2BACC,MAACjB;4BACCyB,UAAU;4BACVC,WAAU;4BACVC,SAAS;4BACTC,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAE;;gCAEvDvB;gCACAM,wBACC,KAACb;oCAAWwC,SAAQ;oCAAQJ,OAAM;8CAC/B;qCAED;;6BAEJ;wBACHtB;;qBAED;;;;AAIZ;AACAZ,gBAAgBuC,WAAW,GAAG;AAW9B;;;;;;CAMC,GACD,OAAO,SAASC,cAAcvC,KAAyB;IACrD,MAAM,EAAEmC,KAAK,EAAEK,KAAK,EAAEP,KAAK,EAAEI,UAAU,UAAU,EAAE,GAAGrC;IACtD,IAAIwC,UAAU,QAAQA,UAAUC,aAAaD,UAAU,IAAI,OAAO;IAClE,qBACE,KAAC7C;QACCqC,MAAK;QACLK,SAASA;QACTJ,OAAOA;QACPE,qBACE;;8BACE,KAACtC;oBAAW+B,WAAU;oBAAOS,SAAQ;oBAAUJ,OAAM;8BAClD,GAAGE,MAAM,EAAE,CAAC;;gBAEdK;;;;AAKX;AACAD,cAAcD,WAAW,GAAG;AAE5B,eAAevC,gBAAe"}

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

@@ -38,7 +38,7 @@ import { crmCustomDraftDocument, crmCustomDraftMissingRequired, crmCustomDraftVa
 import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { CrmPicklistSelect } from "./picklist-select.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
-import { CRM_CLIENT_SEARCH_FIELDS, CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
+import { CRM_CLIENT_SEARCH_FIELDS, CRM_CLIENT_SORT_FIELDS, CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
 import { DEAL_CURRENCIES, openStages } from "../model/deal-board-model.js";
 import { contactChoicesFor, DEAL_NOTES_MAX, DEAL_TITLE_MAX, dealDocumentFromForm, dealFormFromDoc, dealFormProblem, dealPatchFromForm, emptyDealForm, judgeDealFormPicklists } from "../model/deal-form-model.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
@@ -51,6 +51,8 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /** Companies offered per keystroke; a longer list is a scroll, not a pick. */ const COMPANY_MATCHES = 8;
 /** The list fields an edit restamps: the title's search words, the two picklist keys. */ const DEAL_CLIENT_LIST_FIELDS = [
     ...CRM_CLIENT_SEARCH_FIELDS,
+    // The Deal, Amount and Expected close headers' sort keys (AGL-3680).
+    ...CRM_CLIENT_SORT_FIELDS,
     'typeKey',
     'leadSourceKey',
     // The arrays a deal's contact roles are found by (AGL-3521).

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_FORECAST_CATEGORIES,\n  CRM_FORECAST_CATEGORY_LABELS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  type CrmForecastCategory,\n  crmNewRecordListFields,\n  DEAL_NEXT_STEP_MAX,\n  dealHasLineItems,\n  dealStageById,\n  dealStageForecastCategory,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n  CRM_CLIENT_SEARCH_FIELDS,\n  CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n  crmClientListFields,\n} from '../model/crm-list-query'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n  judgeDealFormPicklists,\n} from '../model/deal-form-model'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** The list fields an edit restamps: the title's search words, the two picklist keys. */\nconst DEAL_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  'typeKey',\n  'leadSourceKey',\n  // The arrays a deal's contact roles are found by (AGL-3521).\n  ...CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n] as const\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n *\n * ## Salesforce's Opportunity fields (AGL-3516)\n *\n * Type and Lead source are the org's picklists, judged on save as every\n * server door judges them (`judgeDealFormPicklists`) — a new deal with no\n * Type takes the list's default. The probability is this deal's own\n * override, blank for its stage's; the forecast category is one of the\n * fixed set, \"From the stage\" storing the stage's. A stage move later\n * stamps both afresh. The campaign is one of the campaigns the Campaigns\n * picker of a lead offers at this level.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  // The org's lists for the two picklist fields, and its campaigns (AGL-3516).\n  const typeList = useCrmPicklist('opportunityType', open ? orgId : null)\n  const leadSourceList = useCrmPicklist('leadSource', open ? orgId : null)\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: open })\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n  /*\n   * The stage the deal is in — the one picked on a new deal, the stored one\n   * on an edit, looked up in the deal's OWN pipeline and never the default's\n   * — whose probability and forecast category the blank fields stand for.\n   */\n  const currentStage = useMemo(\n    () =>\n      dealStageById(\n        pipelines.find((entry) => entry.$id === values.pipelineId),\n        values.stageId,\n      ),\n    [pipelines, values.pipelineId, values.stageId],\n  )\n  const campaignOptions = useMemo(() => {\n    const options = campaigns.options.map((option) => ({ value: option.value, label: option.label }))\n    // A campaign the deal names but the picker no longer offers stays itself.\n    return values.campaignId && !options.some((option) => option.value === values.campaignId)\n      ? [...options, { value: values.campaignId, label: values.campaignId }]\n      : options\n  }, [campaigns.options, values.campaignId])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    const judged = judgeDealFormPicklists(\n      values,\n      { type: typeList.picklist, leadSource: leadSourceList.picklist },\n      { current: deal ?? null, created: !deal },\n    )\n    if (judged.ok === false) {\n      enqueueSnackbar(judged.error, { variant: 'warning', persist: false })\n      return\n    }\n    const saved = judged.values\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(saved, nowMs, {\n              amountDerived,\n              stage: currentStage,\n              current: deal,\n            })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n                // The title is what the Deals table searches (AGL-3321), and\n                // the Type and Lead source what it filters by (AGL-3516),\n                // from the listener's row with the edit over it.\n                ...crmClientListFields(\n                  'deals',\n                  deal as unknown as Record<string, unknown>,\n                  { ...set, ...Object.fromEntries(clear.map((key) => [key, null])) },\n                  DEAL_CLIENT_LIST_FIELDS,\n                ),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        followUpSharing('deals', [deal.$id])\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const record: Record<string, unknown> = {\n          ...dealDocumentFromForm(saved, {\n            visibleTo: [...createTokens],\n            hostId: createHostId,\n            uid: user.uid,\n            nowMs,\n            stage: currentStage,\n          }),\n          ...(customDocument ? { custom: customDocument } : {}),\n        }\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          // What the Deals table searches and filters by (AGL-3321), and\n          // nothing scheduled against a deal that did not exist.\n          { ...record, ...crmNewRecordListFields('deals', record) },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        followUpSharing('deals', [created.id])\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    followUpSharing,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n    typeList.picklist,\n    leadSourceList.picklist,\n    currentStage,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <CrmPicklistSelect\n              picklistId=\"opportunityType\"\n              picklist={typeList.picklist}\n              value={values.type}\n              stored={deal?.type ?? ''}\n              onChange={(type) => update({ type })}\n              disabled={busy}\n            />\n            <CrmPicklistSelect\n              picklistId=\"leadSource\"\n              picklist={leadSourceList.picklist}\n              value={values.leadSource}\n              stored={deal?.leadSource ?? ''}\n              onChange={(leadSource) => update({ leadSource })}\n              disabled={busy}\n            />\n          </Stack>\n          <TextField\n            label=\"Next step\"\n            value={values.nextStep}\n            onChange={(event) => update({ nextStep: event.target.value })}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NEXT_STEP_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Probability\"\n              value={values.probability}\n              onChange={(event) => update({ probability: event.target.value })}\n              placeholder={currentStage ? String(currentStage.probability) : ''}\n              helperText={\n                currentStage\n                  ? `From stage: ${currentStage.probability}%`\n                  : 'Blank uses the stage’s'\n              }\n              sx={{ flex: 1 }}\n              slotProps={{\n                htmlInput: { inputMode: 'numeric', 'aria-label': 'Probability' },\n                input: { endAdornment: '%' },\n                inputLabel: { shrink: true },\n              }}\n            />\n            <TextField\n              select\n              label=\"Forecast category\"\n              value={values.forecastCategory}\n              onChange={(event) =>\n                update({ forecastCategory: event.target.value as '' | CrmForecastCategory })\n              }\n              helperText=\"A stage move sets it from the new stage.\"\n              sx={{ flex: 1 }}\n              slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n            >\n              <MenuItem value=\"\">\n                {currentStage\n                  ? `From the stage (${CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(currentStage)]})`\n                  : 'From the stage'}\n              </MenuItem>\n              {CRM_FORECAST_CATEGORIES.map((category) => (\n                <MenuItem key={category} value={category}>\n                  {CRM_FORECAST_CATEGORY_LABELS[category]}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            select\n            label=\"Campaign\"\n            value={values.campaignId}\n            onChange={(event) => update({ campaignId: event.target.value })}\n            fullWidth\n            helperText={\n              campaigns.ready && !campaignOptions.length\n                ? 'There are no campaigns yet. Create one from Marketing.'\n                : 'The campaign this deal is attributed to.'\n            }\n            slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n          >\n            <MenuItem value=\"\">{'None'}</MenuItem>\n            {campaignOptions.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {problem && values.title ? <Alert severity=\"warning\">{problem}</Alert> : null}\n          <Button\n            variant=\"contained\"\n            disabled={\n              busy ||\n              Boolean(problem) ||\n              !orgId ||\n              bandFull ||\n              // A new deal waits for its capturing site.\n              (mode === 'create' && !createHostId)\n            }\n            onClick={() => void handleSave()}\n          >\n            {deal ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_FORECAST_CATEGORIES,\n  CRM_FORECAST_CATEGORY_LABELS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  type CrmForecastCategory,\n  crmNewRecordListFields,\n  DEAL_NEXT_STEP_MAX,\n  dealHasLineItems,\n  dealStageById,\n  dealStageForecastCategory,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n  CRM_CLIENT_SEARCH_FIELDS,\n  CRM_CLIENT_SORT_FIELDS,\n  CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n  crmClientListFields,\n} from '../model/crm-list-query'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n  judgeDealFormPicklists,\n} from '../model/deal-form-model'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** The list fields an edit restamps: the title's search words, the two picklist keys. */\nconst DEAL_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  // The Deal, Amount and Expected close headers' sort keys (AGL-3680).\n  ...CRM_CLIENT_SORT_FIELDS,\n  'typeKey',\n  'leadSourceKey',\n  // The arrays a deal's contact roles are found by (AGL-3521).\n  ...CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n] as const\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n *\n * ## Salesforce's Opportunity fields (AGL-3516)\n *\n * Type and Lead source are the org's picklists, judged on save as every\n * server door judges them (`judgeDealFormPicklists`) — a new deal with no\n * Type takes the list's default. The probability is this deal's own\n * override, blank for its stage's; the forecast category is one of the\n * fixed set, \"From the stage\" storing the stage's. A stage move later\n * stamps both afresh. The campaign is one of the campaigns the Campaigns\n * picker of a lead offers at this level.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  // The org's lists for the two picklist fields, and its campaigns (AGL-3516).\n  const typeList = useCrmPicklist('opportunityType', open ? orgId : null)\n  const leadSourceList = useCrmPicklist('leadSource', open ? orgId : null)\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: open })\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n  /*\n   * The stage the deal is in — the one picked on a new deal, the stored one\n   * on an edit, looked up in the deal's OWN pipeline and never the default's\n   * — whose probability and forecast category the blank fields stand for.\n   */\n  const currentStage = useMemo(\n    () =>\n      dealStageById(\n        pipelines.find((entry) => entry.$id === values.pipelineId),\n        values.stageId,\n      ),\n    [pipelines, values.pipelineId, values.stageId],\n  )\n  const campaignOptions = useMemo(() => {\n    const options = campaigns.options.map((option) => ({ value: option.value, label: option.label }))\n    // A campaign the deal names but the picker no longer offers stays itself.\n    return values.campaignId && !options.some((option) => option.value === values.campaignId)\n      ? [...options, { value: values.campaignId, label: values.campaignId }]\n      : options\n  }, [campaigns.options, values.campaignId])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    const judged = judgeDealFormPicklists(\n      values,\n      { type: typeList.picklist, leadSource: leadSourceList.picklist },\n      { current: deal ?? null, created: !deal },\n    )\n    if (judged.ok === false) {\n      enqueueSnackbar(judged.error, { variant: 'warning', persist: false })\n      return\n    }\n    const saved = judged.values\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(saved, nowMs, {\n              amountDerived,\n              stage: currentStage,\n              current: deal,\n            })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n                // The title is what the Deals table searches (AGL-3321), and\n                // the Type and Lead source what it filters by (AGL-3516),\n                // from the listener's row with the edit over it.\n                ...crmClientListFields(\n                  'deals',\n                  deal as unknown as Record<string, unknown>,\n                  { ...set, ...Object.fromEntries(clear.map((key) => [key, null])) },\n                  DEAL_CLIENT_LIST_FIELDS,\n                ),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        followUpSharing('deals', [deal.$id])\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const record: Record<string, unknown> = {\n          ...dealDocumentFromForm(saved, {\n            visibleTo: [...createTokens],\n            hostId: createHostId,\n            uid: user.uid,\n            nowMs,\n            stage: currentStage,\n          }),\n          ...(customDocument ? { custom: customDocument } : {}),\n        }\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          // What the Deals table searches and filters by (AGL-3321), and\n          // nothing scheduled against a deal that did not exist.\n          { ...record, ...crmNewRecordListFields('deals', record) },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        followUpSharing('deals', [created.id])\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    followUpSharing,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n    typeList.picklist,\n    leadSourceList.picklist,\n    currentStage,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <CrmPicklistSelect\n              picklistId=\"opportunityType\"\n              picklist={typeList.picklist}\n              value={values.type}\n              stored={deal?.type ?? ''}\n              onChange={(type) => update({ type })}\n              disabled={busy}\n            />\n            <CrmPicklistSelect\n              picklistId=\"leadSource\"\n              picklist={leadSourceList.picklist}\n              value={values.leadSource}\n              stored={deal?.leadSource ?? ''}\n              onChange={(leadSource) => update({ leadSource })}\n              disabled={busy}\n            />\n          </Stack>\n          <TextField\n            label=\"Next step\"\n            value={values.nextStep}\n            onChange={(event) => update({ nextStep: event.target.value })}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NEXT_STEP_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Probability\"\n              value={values.probability}\n              onChange={(event) => update({ probability: event.target.value })}\n              placeholder={currentStage ? String(currentStage.probability) : ''}\n              helperText={\n                currentStage\n                  ? `From stage: ${currentStage.probability}%`\n                  : 'Blank uses the stage’s'\n              }\n              sx={{ flex: 1 }}\n              slotProps={{\n                htmlInput: { inputMode: 'numeric', 'aria-label': 'Probability' },\n                input: { endAdornment: '%' },\n                inputLabel: { shrink: true },\n              }}\n            />\n            <TextField\n              select\n              label=\"Forecast category\"\n              value={values.forecastCategory}\n              onChange={(event) =>\n                update({ forecastCategory: event.target.value as '' | CrmForecastCategory })\n              }\n              helperText=\"A stage move sets it from the new stage.\"\n              sx={{ flex: 1 }}\n              slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n            >\n              <MenuItem value=\"\">\n                {currentStage\n                  ? `From the stage (${CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(currentStage)]})`\n                  : 'From the stage'}\n              </MenuItem>\n              {CRM_FORECAST_CATEGORIES.map((category) => (\n                <MenuItem key={category} value={category}>\n                  {CRM_FORECAST_CATEGORY_LABELS[category]}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            select\n            label=\"Campaign\"\n            value={values.campaignId}\n            onChange={(event) => update({ campaignId: event.target.value })}\n            fullWidth\n            helperText={\n              campaigns.ready && !campaignOptions.length\n                ? 'There are no campaigns yet. Create one from Marketing.'\n                : 'The campaign this deal is attributed to.'\n            }\n            slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n          >\n            <MenuItem value=\"\">{'None'}</MenuItem>\n            {campaignOptions.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {problem && values.title ? <Alert severity=\"warning\">{problem}</Alert> : null}\n          <Button\n            variant=\"contained\"\n            disabled={\n              busy ||\n              Boolean(problem) ||\n              !orgId ||\n              bandFull ||\n              // A new deal waits for its capturing site.\n              (mode === 'create' && !createHostId)\n            }\n            onClick={() => void handleSave()}\n          >\n            {deal ? 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