@aglyn/plugins-crm 1.0.0-beta.232 → 1.0.0-beta.233

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  crmPicklistShownLabel,\n  crmTaskPicklistLabels,\n  crmTaskStatusWrite,\n  type CrmViewFilterClause,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { useCrmTaskPicklists } from '../hooks/use-crm-task-picklists'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport {\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_TASKS_RESOURCE } from '../transfer/fields'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Type',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Import and Export open the console's\n * wizard and dialog on `crm.tasks` (AGL-3528); the export reads the view's\n * own query, and the bar opens it on the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const picklists = useCrmTaskPicklists(orgId)\n  /*\n   * Type and Priority filter on the MEANING the query holds (AGL-3517), so\n   * each option is a meaning, named by the org's label for it.\n   */\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({\n        value: kind,\n        label: crmPicklistShownLabel(picklists.type, kind, null),\n      })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: crmPicklistShownLabel(picklists.priority, priority, null),\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members, picklists.type, picklists.priority],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  // The view and its filters, for the export to read the same tasks the list does (AGL-3528).\n  const exportFilter = useMemo(() => ({ label: 'what the list shows', plan: list.plan }), [list.plan])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              // Open again, with the label a new task starts with (AGL-3517).\n              ...crmTaskStatusWrite(picklists.status, false),\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar, picklists.status],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Type',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskKindCell kind={row.kind} label={crmTaskPicklistLabels(row, picklists).type} />\n        ),\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip\n            priority={row.priority}\n            label={crmTaskPicklistLabels(row, picklists).priority}\n          />\n        ),\n      },\n      {\n        // The org's status label (AGL-3517); the checkbox is the open/done half.\n        field: 'statusLabel',\n        headerName: 'Status',\n        width: 150,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          crmTaskPicklistLabels(row, picklists).status,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.status === 'done' ? 'text.secondary' : undefined}\n            noWrap\n          >\n            {crmTaskPicklistLabels(row, picklists).status}\n          </Typography>\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope, picklists],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_TASKS_RESOURCE} noun=\"tasks\" hostId={hostId} />\n              <CrmExportButton resource={CRM_TASKS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={() => setDrawer({ open: true, task: null })}\n              >\n                {'New task'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={list.plan.notices} />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  picklists={picklists}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  crmPicklistRank,\n  crmPicklistShownLabel,\n  crmTaskPicklistLabels,\n  crmTaskStatusWrite,\n  type CrmViewFilterClause,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { useCrmTaskPicklists } from '../hooks/use-crm-task-picklists'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport {\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  crmTaskViewPlan,\n  crmTaskViewSort,\n  TASK_LIST_QUERY_FIELDS,\n  TASK_LIST_SORTS,\n  taskRecordLink,\n} from '../model/task-views'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_TASKS_RESOURCE } from '../transfer/fields'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Type',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\n\n/** The row controls no header sorts (AGL-3680): the done box, an action like Complete. */\nconst TASK_ROW_CONTROLS = ['status'] as const\n\n/** A label's place in its org list, for a page sort; `null` for none (sorted last). */\nconst picklistRank = (picklist: Parameters<typeof crmPicklistRank>[0], label: string) =>\n  label ? crmPicklistRank(picklist, label) : null\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Import and Export open the console's\n * wizard and dialog on `crm.tasks` (AGL-3528); the export reads the view's\n * own query, and the bar opens it on the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  /*\n   * The header order the view asks (AGL-3680), read before the query it\n   * orders; with none, the task view's own Due order.\n   */\n  const viewDirection = crmTaskViewPlan(view, { nowMs, uid: user?.uid }).direction\n  const taskSort = useMemo(\n    () =>\n      crmViewQuerySort(TASK_LIST_SORTS, views.state.sort, crmTaskViewSort({ direction: viewDirection })),\n    [views.state.sort, viewDirection],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n    sort: taskSort.sort,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const picklists = useCrmTaskPicklists(orgId)\n  /*\n   * Type and Priority filter on the MEANING the query holds (AGL-3517), so\n   * each option is a meaning, named by the org's label for it.\n   */\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({\n        value: kind,\n        label: crmPicklistShownLabel(picklists.type, kind, null),\n      })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: crmPicklistShownLabel(picklists.priority, priority, null),\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members, picklists.type, picklists.priority],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  // The view and its filters, for the export to read the same tasks the list does (AGL-3528).\n  const exportFilter = useMemo(() => ({ label: 'what the list shows', plan: list.plan }), [list.plan])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              // Open again, with the label a new task starts with (AGL-3517).\n              ...crmTaskStatusWrite(picklists.status, false),\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar, picklists.status],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Type',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskKindCell kind={row.kind} label={crmTaskPicklistLabels(row, picklists).type} />\n        ),\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip\n            priority={row.priority}\n            label={crmTaskPicklistLabels(row, picklists).priority}\n          />\n        ),\n      },\n      {\n        // The org's status label (AGL-3517); the checkbox is the open/done half.\n        field: 'statusLabel',\n        headerName: 'Status',\n        width: 150,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          crmTaskPicklistLabels(row, picklists).status,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.status === 'done' ? 'text.secondary' : undefined}\n            noWrap\n          >\n            {crmTaskPicklistLabels(row, picklists).status}\n          </Typography>\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope, picklists],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n  /*\n   * EVERY HEADER SORTS (AGL-3680): Due, Task and Priority on the query\n   * (`TASK_LIST_SORTS`), the rest over the page, saying so — Type and Status\n   * in the order the org keeps their values, For by the record's name. The\n   * done box is a row control, like an actions column, and sorts nothing.\n   */\n  const pageSorts = useMemo(\n    () => ({\n      kind: (row: CrmTaskRow) =>\n        picklistRank(picklists.type, crmTaskPicklistLabels(row, picklists).type),\n      statusLabel: (row: CrmTaskRow) =>\n        picklistRank(picklists.status, crmTaskPicklistLabels(row, picklists).status),\n      record: (row: CrmTaskRow) => {\n        const link = taskRecordLink(row, routes)\n        return link ? (nameOf(link.kind, link.id) ?? null) : null\n      },\n    }),\n    [picklists, routes, nameOf],\n  )\n  const columnSort = useCrmColumnSort<CrmTaskRow>({\n    views,\n    sorts: TASK_LIST_SORTS,\n    defaultSort: crmTaskViewSort({ direction: viewDirection }),\n    asked: taskSort,\n    orderBy: list.plan.orderBy,\n    rows: tasks,\n    columns: grid.columns,\n    pageSorts,\n    unsortable: TASK_ROW_CONTROLS,\n  })\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_TASKS_RESOURCE} noun=\"tasks\" hostId={hostId} />\n              <CrmExportButton resource={CRM_TASKS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={() => setDrawer({ open: true, task: null })}\n              >\n                {'New task'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n          </CrmListToolbar>\n          <ListQueryNotices\n            refused={refused}\n            notices={[...list.plan.notices, ...columnSort.notices]}\n          />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  picklists={picklists}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={columnSort.rows}\n                  columnSort={columnSort}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due) until a header asks otherwise: the headers\n                  // sort through `columnSort` 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package/src/lib/constants/company-filters.js

@@ -115,11 +115,49 @@ import { CRM_LIST_SEARCH } from "../model/crm-list-query.js";
 /** The list's orders: newest change first, and by name under a prefix. */ export const COMPANY_LIST_SORTS = [
     {
         path: 'updatedAt',
-        direction: 'desc'
+        direction: 'desc',
+        column: 'updatedAt',
+        label: 'Updated'
     },
     {
         path: 'nameLower',
-        direction: 'asc'
+        direction: 'asc',
+        column: 'name',
+        label: 'Company'
+    },
+    /*
+   * The other header orders (AGL-3680), each `alone` — served with no filter
+   * or search on, by one `(visibleTo, field)` composite per direction. The
+   * columns not here sort the page: the owner's name, the tags, the picklist
+   * labels in the org's order, the contact count (a counter the links move)
+   * and the optional Account fields, which a company may not carry.
+   */ {
+        path: 'nameLower',
+        direction: 'desc',
+        column: 'name',
+        label: 'Company',
+        alone: true
+    },
+    {
+        path: 'updatedAt',
+        direction: 'asc',
+        column: 'updatedAt',
+        label: 'Updated',
+        alone: true
+    },
+    {
+        path: 'nextTaskAtMs',
+        direction: 'asc',
+        column: 'nextTaskAtMs',
+        label: 'Next activity',
+        alone: true
+    },
+    {
+        path: 'nextTaskAtMs',
+        direction: 'desc',
+        column: 'nextTaskAtMs',
+        label: 'Next activity',
+        alone: true
     }
 ];
 export const COMPANY_LIST_DECLARATION = {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/company-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ListFilterField } from '@aglyn/shared-util-tools/list-query/list-filter'\n\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../model/crm-next-activity'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport { CRM_LIST_SEARCH } from '../model/crm-list-query'\n\n/*\n * Companies (`orgs/{orgId}/companies`, read scoped to a host) — every clause\n * and the search word on the list's one query, newest change first\n * (AGL-3321).\n *\n * The search box reads `searchTokens`, the word prefixes of the name and\n * the domain every company writer stamps (`crmCompanyListFields`). Under a\n * site the scope clause (`visibleTo array-contains-any`) is the query's one\n * array clause, and the search folds into it (`scopedSearchTokens`) for a\n * reader who may drop it.\n *\n * The name is also an exact match and a PREFIX range over `nameLower` — the\n * list's one range, which then orders the list by name. The owner is a\n * choice from the roster, and \"No next activity\" asks `nextTaskAtMs ==\n * null`. Each equality rides one `(field, updatedAt DESC)` composite, and\n * one `(field, nameLower ASC)` beside it for the prefix.\n *\n * Type, Industry and Rating (AGL-3514) are choices from the org's lists,\n * asked of the KEY each writer stores beside the label (`typeKey`,\n * `industryKey`, `ratingKey` — see `crmCompanyListFields`): a choice's\n * value is the key, its caption the label, so the query compares what\n * the record keyed rather than how the label happens to be cased.\n */\nexport const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  {\n    column: 'name',\n    kind: 'text',\n    path: 'name',\n    lowerPath: 'nameLower',\n    presence: 'always',\n    operators: ['equals', 'startsWith'],\n  },\n  {\n    column: 'ownerUid',\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf'],\n  },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  { column: 'type', kind: 'exact', path: 'typeKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'industry', kind: 'exact', path: 'industryKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'ratingKey', operators: ['equals', 'isAnyOf'] },\n]\n\n/** The picklist columns the list filters by, each with the list its choices come from. */\nexport const COMPANY_PICKLIST_FILTERS = [\n  { column: 'type', picklistId: 'accountType', header: 'Type' },\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the name, beside the scope clause — the prefix range the\n * `(field, nameLower)` composites already serve.\n */\nexport const COMPANY_PREFIX_SEARCH = {\n  field: COMPANY_LIST_FILTER_FIELDS[0],\n  notice: 'Search matches the start of a company’s name for access limited to specific sites.',\n}\n\n/** The list's orders: newest change first, and by name under a prefix. */\nexport const COMPANY_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n  { path: 'nameLower', direction: 'asc' },\n]\n\nexport const COMPANY_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: COMPANY_LIST_FILTER_FIELDS,\n  sorts: COMPANY_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n"],"names":["CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","COMPANY_LIST_FILTER_FIELDS","column","kind","path","lowerPath","presence","operators","COMPANY_PICKLIST_FILTERS","picklistId","header","COMPANY_PREFIX_SEARCH","field","notice","COMPANY_LIST_SORTS","direction","COMPANY_LIST_DECLARATION","fields","sorts","search"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID,SAASA,8BAA8B,QAAQ,gCAA4B;AAE3E,SAASC,eAAe,QAAQ,6BAAyB;AAEzD;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,MAAMC,6BAAyD;IACpE;QACEC,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNC,WAAW;QACXC,UAAU;QACVC,WAAW;YAAC;YAAU;SAAa;IACrC;IACA;QACEL,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNG,WAAW;YAAC;YAAU;SAAU;IAClC;IACAR;IACA;QAAEG,QAAQ;QAAQC,MAAM;QAASC,MAAM;QAAWG,WAAW;YAAC;YAAU;SAAU;IAAC;IACnF;QAAEL,QAAQ;QAAYC,MAAM;QAASC,MAAM;QAAeG,WAAW;YAAC;YAAU;SAAU;IAAC;IAC3F;QAAEL,QAAQ;QAAUC,MAAM;QAASC,MAAM;QAAaG,WAAW;YAAC;YAAU;SAAU;IAAC;CACxF,CAAA;AAED,wFAAwF,GACxF,OAAO,MAAMC,2BAA2B;IACtC;QAAEN,QAAQ;QAAQO,YAAY;QAAeC,QAAQ;IAAO;IAC5D;QAAER,QAAQ;QAAYO,YAAY;QAAYC,QAAQ;IAAW;IACjE;QAAER,QAAQ;QAAUO,YAAY;QAAUC,QAAQ;IAAS;CAC5D,CAAS;AAEV;;;;CAIC,GACD,OAAO,MAAMC,wBAAwB;IACnCC,OAAOX,0BAA0B,CAAC,EAAE;IACpCY,QAAQ;AACV,EAAC;AAED,wEAAwE,GACxE,OAAO,MAAMC,qBAA+C;IAC1D;QAAEV,MAAM;QAAaW,WAAW;IAAO;IACvC;QAAEX,MAAM;QAAaW,WAAW;IAAM;CACvC,CAAA;AAED,OAAO,MAAMC,2BAAiD;IAC5DC,QAAQhB;IACRiB,OAAOJ;IACPK,QAAQnB;AACV,EAAC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/company-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ListFilterField } from '@aglyn/shared-util-tools/list-query/list-filter'\n\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../model/crm-next-activity'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport { CRM_LIST_SEARCH } from '../model/crm-list-query'\n\n/*\n * Companies (`orgs/{orgId}/companies`, read scoped to a host) — every clause\n * and the search word on the list's one query, newest change first\n * (AGL-3321).\n *\n * The search box reads `searchTokens`, the word prefixes of the name and\n * the domain every company writer stamps (`crmCompanyListFields`). Under a\n * site the scope clause (`visibleTo array-contains-any`) is the query's one\n * array clause, and the search folds into it (`scopedSearchTokens`) for a\n * reader who may drop it.\n *\n * The name is also an exact match and a PREFIX range over `nameLower` — the\n * list's one range, which then orders the list by name. The owner is a\n * choice from the roster, and \"No next activity\" asks `nextTaskAtMs ==\n * null`. Each equality rides one `(field, updatedAt DESC)` composite, and\n * one `(field, nameLower ASC)` beside it for the prefix.\n *\n * Type, Industry and Rating (AGL-3514) are choices from the org's lists,\n * asked of the KEY each writer stores beside the label (`typeKey`,\n * `industryKey`, `ratingKey` — see `crmCompanyListFields`): a choice's\n * value is the key, its caption the label, so the query compares what\n * the record keyed rather than how the label happens to be cased.\n */\nexport const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  {\n    column: 'name',\n    kind: 'text',\n    path: 'name',\n    lowerPath: 'nameLower',\n    presence: 'always',\n    operators: ['equals', 'startsWith'],\n  },\n  {\n    column: 'ownerUid',\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf'],\n  },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  { column: 'type', kind: 'exact', path: 'typeKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'industry', kind: 'exact', path: 'industryKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'ratingKey', operators: ['equals', 'isAnyOf'] },\n]\n\n/** The picklist columns the list filters by, each with the list its choices come from. */\nexport const COMPANY_PICKLIST_FILTERS = [\n  { column: 'type', picklistId: 'accountType', header: 'Type' },\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the name, beside the scope clause — the prefix range the\n * `(field, nameLower)` composites already serve.\n */\nexport const COMPANY_PREFIX_SEARCH = {\n  field: COMPANY_LIST_FILTER_FIELDS[0],\n  notice: 'Search matches the start of a company’s name for access limited to specific sites.',\n}\n\n/** The list's orders: newest change first, and by name under a prefix. */\nexport const COMPANY_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc', column: 'updatedAt', label: 'Updated' },\n  { path: 'nameLower', direction: 'asc', column: 'name', label: 'Company' },\n  /*\n   * The other header orders (AGL-3680), each `alone` — served with no filter\n   * or search on, by one `(visibleTo, field)` composite per direction. The\n   * columns not here sort the page: the owner's name, the tags, the picklist\n   * labels in the org's order, the contact count (a counter the links move)\n   * and the optional Account fields, which a company may not carry.\n   */\n  { path: 'nameLower', direction: 'desc', column: 'name', label: 'Company', alone: true },\n  { path: 'updatedAt', direction: 'asc', column: 'updatedAt', label: 'Updated', alone: true },\n  { path: 'nextTaskAtMs', direction: 'asc', column: 'nextTaskAtMs', label: 'Next activity', alone: true },\n  { path: 'nextTaskAtMs', direction: 'desc', column: 'nextTaskAtMs', label: 'Next activity', alone: true },\n]\n\nexport const COMPANY_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: COMPANY_LIST_FILTER_FIELDS,\n  sorts: COMPANY_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n"],"names":["CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","COMPANY_LIST_FILTER_FIELDS","column","kind","path","lowerPath","presence","operators","COMPANY_PICKLIST_FILTERS","picklistId","header","COMPANY_PREFIX_SEARCH","field","notice","COMPANY_LIST_SORTS","direction","label","alone","COMPANY_LIST_DECLARATION","fields","sorts","search"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID,SAASA,8BAA8B,QAAQ,gCAA4B;AAE3E,SAASC,eAAe,QAAQ,6BAAyB;AAEzD;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,MAAMC,6BAAyD;IACpE;QACEC,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNC,WAAW;QACXC,UAAU;QACVC,WAAW;YAAC;YAAU;SAAa;IACrC;IACA;QACEL,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNG,WAAW;YAAC;YAAU;SAAU;IAClC;IACAR;IACA;QAAEG,QAAQ;QAAQC,MAAM;QAASC,MAAM;QAAWG,WAAW;YAAC;YAAU;SAAU;IAAC;IACnF;QAAEL,QAAQ;QAAYC,MAAM;QAASC,MAAM;QAAeG,WAAW;YAAC;YAAU;SAAU;IAAC;IAC3F;QAAEL,QAAQ;QAAUC,MAAM;QAASC,MAAM;QAAaG,WAAW;YAAC;YAAU;SAAU;IAAC;CACxF,CAAA;AAED,wFAAwF,GACxF,OAAO,MAAMC,2BAA2B;IACtC;QAAEN,QAAQ;QAAQO,YAAY;QAAeC,QAAQ;IAAO;IAC5D;QAAER,QAAQ;QAAYO,YAAY;QAAYC,QAAQ;IAAW;IACjE;QAAER,QAAQ;QAAUO,YAAY;QAAUC,QAAQ;IAAS;CAC5D,CAAS;AAEV;;;;CAIC,GACD,OAAO,MAAMC,wBAAwB;IACnCC,OAAOX,0BAA0B,CAAC,EAAE;IACpCY,QAAQ;AACV,EAAC;AAED,wEAAwE,GACxE,OAAO,MAAMC,qBAA+C;IAC1D;QAAEV,MAAM;QAAaW,WAAW;QAAQb,QAAQ;QAAac,OAAO;IAAU;IAC9E;QAAEZ,MAAM;QAAaW,WAAW;QAAOb,QAAQ;QAAQc,OAAO;IAAU;IACxE;;;;;;GAMC,GACD;QAAEZ,MAAM;QAAaW,WAAW;QAAQb,QAAQ;QAAQc,OAAO;QAAWC,OAAO;IAAK;IACtF;QAAEb,MAAM;QAAaW,WAAW;QAAOb,QAAQ;QAAac,OAAO;QAAWC,OAAO;IAAK;IAC1F;QAAEb,MAAM;QAAgBW,WAAW;QAAOb,QAAQ;QAAgBc,OAAO;QAAiBC,OAAO;IAAK;IACtG;QAAEb,MAAM;QAAgBW,WAAW;QAAQb,QAAQ;QAAgBc,OAAO;QAAiBC,OAAO;IAAK;CACxG,CAAA;AAED,OAAO,MAAMC,2BAAiD;IAC5DC,QAAQlB;IACRmB,OAAON;IACPO,QAAQrB;AACV,EAAC"}

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

@@ -37,7 +37,16 @@ export declare function contactCustomFilterHeaders(definitions: readonly Pick<Co
  * picker, and as the header of a filter-only hidden column.
  */
 export declare const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>>;
-/** The list's one order: newest change first. */
+/**
+ * The list's orders: newest change first, then each header the query can
+ * order by (AGL-3680) — the person's name or address (`nameSortKey`), the
+ * Last activity column's `updatedAt` the other way, the next activity and
+ * the address verdict, every one stored on every contact. Each is `alone`:
+ * served with no filter or search on, beside the scope clause by one
+ * `(visibleTo, field)` composite per direction. The other columns — a
+ * holder's owner, stage, sources, tags, last engagement and custom values,
+ * which live on a facet, and the sites that know the person — sort the page.
+ */
 export declare const CONTACT_LIST_SORTS: readonly ListQuerySort[];
 /** The stored array a facet clause is asked of. */
 export declare const CONTACT_FACET_KEYS_PATH = "facetKeys";

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

@@ -346,10 +346,70 @@ import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues } from "../model/crm-list-qu
 };
 /*------------------------------------------
  * THE QUERY THE CONTACTS LIST RUNS.
- *-----------------------------------------*/ /** The list's one order: newest change first. */ export const CONTACT_LIST_SORTS = [
+ *-----------------------------------------*/ /**
+ * The list's orders: newest change first, then each header the query can
+ * order by (AGL-3680) — the person's name or address (`nameSortKey`), the
+ * Last activity column's `updatedAt` the other way, the next activity and
+ * the address verdict, every one stored on every contact. Each is `alone`:
+ * served with no filter or search on, beside the scope clause by one
+ * `(visibleTo, field)` composite per direction. The other columns — a
+ * holder's owner, stage, sources, tags, last engagement and custom values,
+ * which live on a facet, and the sites that know the person — sort the page.
+ */ export const CONTACT_LIST_SORTS = [
     {
         path: 'updatedAt',
-        direction: 'desc'
+        direction: 'desc',
+        column: 'updatedAt',
+        label: 'Last activity'
+    },
+    {
+        path: 'updatedAt',
+        direction: 'asc',
+        column: 'updatedAt',
+        label: 'Last activity',
+        alone: true
+    },
+    {
+        path: 'nameSortKey',
+        direction: 'asc',
+        column: 'name',
+        label: 'Contact',
+        alone: true
+    },
+    {
+        path: 'nameSortKey',
+        direction: 'desc',
+        column: 'name',
+        label: 'Contact',
+        alone: true
+    },
+    {
+        path: 'nextTaskAtMs',
+        direction: 'asc',
+        column: 'nextTaskAtMs',
+        label: 'Next activity',
+        alone: true
+    },
+    {
+        path: 'nextTaskAtMs',
+        direction: 'desc',
+        column: 'nextTaskAtMs',
+        label: 'Next activity',
+        alone: true
+    },
+    {
+        path: 'emailStatus',
+        direction: 'asc',
+        column: 'emailState',
+        label: 'Email',
+        alone: true
+    },
+    {
+        path: 'emailStatus',
+        direction: 'desc',
+        column: 'emailState',
+        label: 'Email',
+        alone: true
     }
 ];
 /** The stored array a facet clause is asked of. */ export const CONTACT_FACET_KEYS_PATH = 'facetKeys';

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_STATUSES } from '@aglyn/aglyn/app-utils/email-state'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQuerySort,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** The column a contact's lead source filters as (AGL-3511). */\nexport const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource'\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * A holder's lead source (AGL-3511), picked from the org's Lead source\n   * values and asked through its `leadSource` facet key — the label as the\n   * picklist compares it.\n   */\n  {\n    column: CONTACT_LEAD_SOURCE_COLUMN,\n    kind: 'exact',\n    path: 'leadSource',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/** The list's one order: newest change first. */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/** The stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  for (const value of crmClauseValues(clause)) {\n    const key = crmFacetKeyValue(clause.op === '=' ? Number(value) : value)\n    if (key === null) return { refused: 'no value yet' }\n    keys.push(crmFacetKey(group, facet, key))\n  }\n  const asked = crmAnyOf(CONTACT_FACET_KEYS_PATH, keys)\n  // One key is an `array-contains`; several, an `array-contains-any`.\n  return 'refused' in asked || asked.op === 'isAnyOf'\n    ? asked\n    : { ...asked, op: 'contains' }\n}\n\n/**\n * Whether an asked clause stands in for the scope clause: a facet key of\n * the viewing holder, which only a record that holder keeps carries, or a\n * form, which only its site's captures carry.\n */\nexport function contactClauseImpliesScope(groupId: string | null) {\n  return (clause: ListFilterRequest): boolean => {\n    if (clause.field === 'formIds') return true\n    if (clause.field !== CONTACT_FACET_KEYS_PATH || !groupId) return false\n    return crmClauseValues(clause).every((key) => key.startsWith(`${groupId}:`))\n  }\n}\n\n/**\n * The query shapes the Contacts list can send, as declarations the index\n 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_STATUSES } from '@aglyn/aglyn/app-utils/email-state'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQuerySort,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** The column a contact's lead source filters as (AGL-3511). */\nexport const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource'\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * A holder's lead source (AGL-3511), picked from the org's Lead source\n   * values and asked through its `leadSource` facet key — the label as the\n   * picklist compares it.\n   */\n  {\n    column: CONTACT_LEAD_SOURCE_COLUMN,\n    kind: 'exact',\n    path: 'leadSource',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/**\n * The list's orders: newest change first, then each header the query can\n * order by (AGL-3680) — the person's name or address (`nameSortKey`), the\n * Last activity column's `updatedAt` the other way, the next activity and\n * the address verdict, every one stored on every contact. Each is `alone`:\n * served with no filter or search on, beside the scope clause by one\n * `(visibleTo, field)` composite per direction. The other columns — a\n * holder's owner, stage, sources, tags, last engagement and custom values,\n * which live on a facet, and the sites that know the person — sort the page.\n */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc', column: 'updatedAt', label: 'Last activity' },\n  { path: 'updatedAt', direction: 'asc', column: 'updatedAt', label: 'Last activity', alone: true },\n  { path: 'nameSortKey', direction: 'asc', column: 'name', label: 'Contact', alone: true },\n  { path: 'nameSortKey', direction: 'desc', column: 'name', label: 'Contact', alone: true },\n  { path: 'nextTaskAtMs', direction: 'asc', column: 'nextTaskAtMs', label: 'Next activity', alone: true },\n  { path: 'nextTaskAtMs', direction: 'desc', column: 'nextTaskAtMs', label: 'Next activity', alone: true },\n  { path: 'emailStatus', direction: 'asc', column: 'emailState', label: 'Email', alone: true },\n  { path: 'emailStatus', direction: 'desc', column: 'emailState', label: 'Email', alone: true },\n]\n\n/** The stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  for (const value of crmClauseValues(clause)) {\n    const key = crmFacetKeyValue(clause.op === '=' ? Number(value) : value)\n    if (key === null) return { refused: 'no value yet' }\n    keys.push(crmFacetKey(group, facet, key))\n  }\n  const asked = crmAnyOf(CONTACT_FACET_KEYS_PATH, keys)\n  // One key is an `array-contains`; several, an `array-contains-any`.\n  return 'refused' in asked || asked.op === 'isAnyOf'\n    ? asked\n    : { ...asked, op: 'contains' }\n}\n\n/**\n * Whether an asked clause stands in for the scope clause: a facet key of\n * the viewing holder, which only a record that holder keeps carries, or a\n * form, which only its site's captures carry.\n */\nexport function contactClauseImpliesScope(groupId: string | null) {\n  return (clause: ListFilterRequest): boolean => {\n    if (clause.field === 'formIds') return true\n    if (clause.field !== CONTACT_FACET_KEYS_PATH || !groupId) return false\n    return crmClauseValues(clause).every((key) => key.startsWith(`${groupId}:`))\n  }\n}\n\n/**\n * The query shapes the Contacts list can send, as declarations the index\n 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