@aglyn/plugins-crm 1.0.0-beta.232 → 1.0.0-beta.234

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.232",
+  "version": "1.0.0-beta.234",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.232",
-    "@aglyn/shared-data-enums": "1.0.0-beta.232",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.232",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.232",
-    "@aglyn/shared-ui-next": "1.0.0-beta.232",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.232",
-    "@aglyn/shared-util-email": "1.0.0-beta.232",
-    "@aglyn/shared-util-http": "1.0.0-beta.232",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.232",
-    "@aglyn/shared-util-tools": "1.0.0-beta.232",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.232",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.232",
-    "@aglyn/tenant-runtime": "1.0.0-beta.232",
+    "@aglyn/aglyn": "1.0.0-beta.234",
+    "@aglyn/shared-data-enums": "1.0.0-beta.234",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.234",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.234",
+    "@aglyn/shared-ui-next": "1.0.0-beta.234",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.234",
+    "@aglyn/shared-util-email": "1.0.0-beta.234",
+    "@aglyn/shared-util-http": "1.0.0-beta.234",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.234",
+    "@aglyn/shared-util-tools": "1.0.0-beta.234",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.234",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.234",
+    "@aglyn/tenant-runtime": "1.0.0-beta.234",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  CRM_COLLECTIONS,\n  type CrmCompany,\n  crmPicklistKey,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { listFilterColumn } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n  getGridSingleSelectOperators,\n  type GridColDef,\n} from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport {\n  COMPANY_LIST_DECLARATION,\n  COMPANY_LIST_FILTER_FIELDS,\n  COMPANY_PICKLIST_FILTERS,\n  COMPANY_PREFIX_SEARCH,\n} from '../constants/company-filters'\nimport { useCompanyPicklists } from '../hooks/use-company-picklists'\nimport { formatMoney } from '../model/deal-board-model'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { CRM_COMPANIES_RESOURCE } from '../transfer/fields'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  /** The CRM hub URL, which every company route hangs beneath. */\n  basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/** What the companies grid's panel offers — every field the query asks. */\nconst COMPANY_GRID_FILTER_FIELDS = COMPANY_LIST_FILTER_FIELDS\nconst COMPANY_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Company',\n  ownerUid: 'Owner',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  ...Object.fromEntries(COMPANY_PICKLIST_FILTERS.map((entry) => [entry.column, entry.header])),\n}\n\n/** The grid's select columns — the owner and each picklist — as the filter hook names them. */\nconst COMPANY_SELECT_FIELDS = ['ownerUid', ...COMPANY_PICKLIST_FILTERS.map((entry) => entry.column)]\n\n/**\n * Salesforce's Account columns (AGL-3514), optional: a reader turns one on\n * from the column menu, and a view that shows it stores it by name.\n */\nconst COMPANY_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  type: false,\n  industry: false,\n  rating: false,\n  accountSource: false,\n  numberOfEmployees: false,\n  annualRevenueCents: false,\n}\n\n/** A text cell that reads as a dash when empty. */\nfunction textCell(value: unknown) {\n  const text = value === null || value === undefined ? '' : String(value)\n  return text ? (\n    <Typography variant=\"body2\" noWrap>\n      {text}\n    </Typography>\n  ) : (\n    <Typography variant=\"body2\" color=\"text.secondary\">\n      {'—'}\n    </Typography>\n  )\n}\n\n/**\n * `/crm/companies` — the organizations behind the people (AGL-2597).\n *\n * A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n *\n * ## What the listener carries\n *\n * Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n *\n * ## What a filter may be\n *\n * Every clause and the search word are on the one query (AGL-3321): the\n * search reads the name's and the domain's word prefixes, the name is also\n * an exact match and a prefix, the owner a choice from the roster, and \"No\n * next activity\" a `null` — each reaching the whole collection, which is\n * the property a filter must have: a company on page four is found, not\n * reported missing. `COMPANY_LIST_DECLARATION` states what the query asks.\n *\n * ## Creating is a drawer\n *\n * \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n *\n * ## Selection, the bar and the file (AGL-2621)\n *\n * The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Import and Export open the console's import wizard and\n * export dialog on `crm.companies` (AGL-3527): the export over the\n * selection, the list's own query, or every company.\n */\nexport function CompaniesSection(props: CompaniesSectionProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n  /*\n   * The team, read once for this surface: the Owner column names a person\n   * from a uid, and the create drawer picks from the same roster. One fetch\n   * serves both, which is why the drawer takes it as a prop.\n   */\n  const members = useOrgMemberOptions(orgId)\n  // The org's company fields, for the optional columns below (AGL-2661).\n  const companyFields = useContactFieldDefinitions(orgId, 'company')\n  // The lists behind Type, Industry and Rating, for their filters (AGL-3514).\n  const picklists = useCompanyPicklists(orgId)\n\n  /*\n   * The clauses are the saved VIEW'S (AGL-2617), beside its columns and\n   * sort; the grid's panel and the chips edit them, and the query answers\n   * every one and the search word together (AGL-3321).\n   */\n  const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n  const viewFilters = views.state.filters\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const foldsScope = useCrmFoldsScope(orgId, visibleTo)\n  const {\n    rows: companies,\n    status,\n    hasMore,\n    page,\n    setPage,\n    pageSize,\n    setPageSize,\n    plan,\n  } = useCrmListQuery<CompanyRow>({\n    scope,\n    collection: CRM_COLLECTIONS.companies,\n    visibleTo,\n    foldsScope,\n    declaration: COMPANY_LIST_DECLARATION,\n    clauses: viewFilters,\n    search: searchWords,\n    prefixSearch: COMPANY_PREFIX_SEARCH,\n  })\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const [createOpen, setCreateOpen] = useState(false)\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A filter, a search or a page is a different set of rows.\n  useEffect(() => setSelectedIds([]), [plan, page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3527).\n  const exportFilter = useMemo(\n    () => (plan.served.length || plan.searched ? { label: 'what the list shows', plan } : null),\n    [plan],\n  )\n  const openCompany = useCallback(\n    (id: string) => router.push(routes.company(id)),\n    [router, routes],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Company',\n        flex: 1.6,\n        minWidth: 240,\n        ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n        valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Stack\n            sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n          >\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {row.name}\n            </Typography>\n            {row.industry ? (\n              <Typography\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ lineHeight: 1.25 }}\n                noWrap\n              >\n                {row.industry}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'domain',\n        headerName: 'Domain',\n        flex: 1,\n        minWidth: 160,\n        // Stored normalized, so it could be filtered exactly — but a domain\n        // lookup is what the company suggestion on a contact does, and a\n        // filter here would need an index of its own for one more way to\n        // find a row the name filter already finds.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.domain ? (\n            <Typography variant=\"body2\">{row.domain}</Typography>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'contactsCount',\n        headerName: 'Contacts',\n        width: 110,\n        align: 'right',\n        headerAlign: 'right',\n        /*\n         * The denormalized count every link moves (AGL-2613) — a stored\n         * number, so a page of companies costs no read per row. Absent on a\n         * company nobody has linked since the counter existed, which reads\n         * as zero; the company's own page takes the live aggregate.\n         */\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n          >\n            {Number(row.contactsCount ?? 0).toLocaleString()}\n          </Typography>\n        ),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 1,\n        minWidth: 140,\n        // Written by the drawer and the bulk bar (AGL-2621); read here, not\n        // filtered — a tag filter would need an `array-contains` index of\n        // its own beside the scope predicate.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.tags?.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n              {row.tags.slice(0, 3).map((tag) => (\n                <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n              ))}\n              {row.tags.length > 3 ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`+${row.tags.length - 3}`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        /*\n         * A CHOICE from the roster, not a text box for a uid. The grid's\n         * single-select `is` operator is what the panel offers; the handler\n         * below maps it onto the declared field's `equals`, which the\n         * translator turns into the equality the index serves.\n         */\n        type: 'singleSelect',\n        valueOptions: members.options.map((option) => ({\n          value: option.uid,\n          label: crmMemberPickerLabel(option),\n        })),\n        filterable: members.options.length > 0,\n        filterOperators: getGridSingleSelectOperators().filter(\n          (operator) => operator.value === 'is',\n        ),\n        valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n          >\n            {row.ownerUid\n              ? members.ready\n                ? members.labelFor(row.ownerUid)\n                : '…'\n              : '—'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'updatedAt',\n        headerName: 'Updated',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          row.updatedAt?.seconds ? new Date(row.updatedAt.seconds * 1000) : null,\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {row.updatedAt?.seconds\n              ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n              : '—'}\n          </Typography>\n        ),\n      },\n      // When the earliest open task against the company is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Account fields (AGL-3514), each optional. Type, Industry\n      // and Rating filter by the key stored beside the label; the rest read.\n      ...COMPANY_PICKLIST_FILTERS.map(\n        (entry): GridColDef => ({\n          field: entry.column,\n          headerName: entry.header,\n          flex: 0.8,\n          minWidth: 130,\n          sortable: false,\n          valueGetter: (_value, row: CompanyRow) =>\n            crmPicklistKey(row[entry.column as 'type' | 'industry' | 'rating']) ?? '',\n          renderCell: ({ row }: { row: CompanyRow }) =>\n            textCell(row[entry.column as 'type' | 'industry' | 'rating']),\n        }),\n      ),\n      {\n        field: 'accountSource',\n        headerName: 'Account source',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.accountSource ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => textCell(row.accountSource),\n      },\n      {\n        field: 'numberOfEmployees',\n        headerName: 'Employees',\n        width: 120,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees.toLocaleString() : '',\n          ),\n      },\n      {\n        field: 'annualRevenueCents',\n        headerName: 'Annual revenue',\n        width: 150,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.annualRevenueCents === 'number' ? row.annualRevenueCents : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.annualRevenueCents === 'number'\n              ? formatMoney(row.annualRevenueCents, row.currency)\n              : '',\n          ),\n      },\n      // The org's company fields as optional columns (AGL-2661), read off\n      // the row's own `custom` map the way the contacts list reads its own.\n      ...customFieldColumns(companyFields.active),\n    ],\n    [members, companyFields.active, nowMs],\n  )\n\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313); the query answers them all (AGL-3321).\n   */\n  const ownerOptions = useMemo(\n    () =>\n      members.options.map((option) => ({\n        value: option.uid,\n        label: crmMemberPickerLabel(option),\n      })),\n    [members.options],\n  )\n  /*\n   * Each picklist's choices (AGL-3514): every value the org keeps, valued\n   * by the key the query compares and captioned by the label, inactive\n   * ones marked. A stored clause naming a key no longer listed stays a\n   * choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo(() => {\n    const options: Record<string, Array<{ value: string; label: string }>> = {\n      ownerUid: ownerOptions,\n    }\n    for (const entry of COMPANY_PICKLIST_FILTERS) {\n      const list = picklists.lists[entry.picklistId]\n      const known = (list?.values ?? []).flatMap((value) => {\n        const key = crmPicklistKey(value.label)\n        return key ? [{ value: key, label: value.active ? value.label : `${value.label} (inactive)` }] : []\n      })\n      const stale = viewFilters\n        .filter((clause) => clause.field === entry.column)\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n      options[entry.column] = [...known, ...stale]\n    }\n    return options\n  }, [ownerOptions, picklists.lists, viewFilters])\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, COMPANY_GRID_FILTER_FIELDS, filterOptions, COMPANY_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: COMPANY_SELECT_FIELDS,\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: COMPANY_GRID_FILTER_FIELDS,\n        headers: COMPANY_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [plan.refused, filterOptions],\n  )\n  /*\n   * The grid's models are the view's (AGL-2617). The filter model shows the\n   * view's clause in the panel as a typed one would appear — the owner's\n   * stored `equals` back as the single-select `is` the panel offers — so a\n   * view opened from its address reads as filtered, not as a mystery.\n   */\n  const grid = useCrmViewGrid(views, filterColumns, COMPANY_HIDDEN_COLUMNS)\n\n  /** Whether anything narrows the list, so an empty one is \"no match\", not \"none yet\". */\n  const narrowed = viewFilters.length > 0 || searchWords.some((word) => word.trim())\n\n  const newCompanyButton = (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      disabled={!scope}\n      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n      onClick={() => setCreateOpen(true)}\n    >\n      {'New company'}\n    </Button>\n  )\n\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        // The record actions, top right and never clipped (AGL-3311).\n        action: (\n          <CrmListActions>\n            <CrmImportButton resource={CRM_COMPANIES_RESOURCE} noun=\"companies\" hostId={hostId} mappingZone=\"companies\" />\n            <CrmExportButton resource={CRM_COMPANIES_RESOURCE} hostId={hostId} filter={exportFilter} />\n            {newCompanyButton}\n          </CrmListActions>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The organizations your contacts belong to. Open one to see its ' +\n            'people, its deals and its open tasks, or to link a contact ' +\n            'to it.'}\n        </Typography>\n        {/* The saved view, and the clauses narrowing it as chips (AGL-3313). */}\n        <CrmListToolbar label=\"Company filters\">\n          <CrmViewsControl controller={views} allLabel=\"All companies\" />\n          <ListFilterChips\n            fields={COMPANY_GRID_FILTER_FIELDS}\n            headers={COMPANY_GRID_FILTER_HEADERS}\n            clauses={viewFilters}\n            onChange={views.setFilters}\n            options={filterOptions}\n            marksServed={false}\n          />\n        </CrmListToolbar>\n        <ListQueryNotices refused={refused} notices={plan.notices} />\n        <CompaniesBulkBar\n          hostId={hostId}\n          scope={scope}\n          rows={companies}\n          selected={selectedIds}\n          onSelectedChange={setSelectedIds}\n          members={members}\n        />\n        <CrmColumnOrderProvider value={grid.columnOrder}>\n          <ListTable\n            rowHeight={TABLE_ROW_HEIGHT}\n            columns={grid.columns}\n            slots={CRM_LIST_SLOTS}\n            rows={companies}\n            selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n            noRowsLabel={narrowed ? 'No companies match these filters' : 'No companies yet'}\n            noRowsDescription={\n              narrowed\n                ? undefined\n                : 'A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.'\n            }\n            noRowsAction={narrowed ? undefined : newCompanyButton}\n            onOpen={(id) => openCompany(String(id))}\n            // An empty table while the read is in flight reads as \"you have\n            // none\" rather than \"these are on their way\".\n            loading={!scope || status === 'loading'}\n            /*\n             * The grid must NOT also filter. The query answers it, so a client\n             * pass could only drop rows the query already matched (AGL-3321).\n             */\n            filterMode=\"server\"\n            filterModel={gridFilter.filterModel}\n            onFilterModelChange={gridFilter.onFilterModelChange}\n            quickFilter\n            // Columns and sort are the view's, controlled (AGL-2617).\n            columnVisibilityModel={grid.columnVisibilityModel}\n            onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n            sortModel={grid.sortModel}\n            onSortModelChange={grid.onSortModelChange}\n            // Paged by the footer below, so the grid must not also slice.\n            hideFooter\n          />\n        </CrmColumnOrderProvider>\n        <ListPagination\n          page={page}\n          pageSize={pageSize}\n          rowCount={companies.length}\n          hasMore={hasMore}\n          onPageChange={setPage}\n          onPageSizeChange={setPageSize}\n        />\n      </Stack>\n      {/*\n        Mounted only while it is open, so the list pays for none of the\n        drawer's state — and a fresh mount is what seeds an empty form.\n       */}\n      {createOpen ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  CRM_COLLECTIONS,\n  type CrmCompany,\n  crmPicklistKey,\n  crmPicklistRank,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { listFilterColumn } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n  getGridSingleSelectOperators,\n  type GridColDef,\n} from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport {\n  COMPANY_LIST_DECLARATION,\n  COMPANY_LIST_FILTER_FIELDS,\n  COMPANY_LIST_SORTS,\n  COMPANY_PICKLIST_FILTERS,\n  COMPANY_PREFIX_SEARCH,\n} from '../constants/company-filters'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport { useCompanyPicklists } from '../hooks/use-company-picklists'\nimport { formatMoney } from '../model/deal-board-model'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { CRM_COMPANIES_RESOURCE } from '../transfer/fields'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  /** The CRM hub URL, which every company route hangs beneath. */\n  basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/** What the companies grid's panel offers — every field the query asks. */\nconst COMPANY_GRID_FILTER_FIELDS = COMPANY_LIST_FILTER_FIELDS\nconst COMPANY_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Company',\n  ownerUid: 'Owner',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  ...Object.fromEntries(COMPANY_PICKLIST_FILTERS.map((entry) => [entry.column, entry.header])),\n}\n\n/** The grid's select columns — the owner and each picklist — as the filter hook names them. */\nconst COMPANY_SELECT_FIELDS = ['ownerUid', ...COMPANY_PICKLIST_FILTERS.map((entry) => entry.column)]\n\n/**\n * Salesforce's Account columns (AGL-3514), optional: a reader turns one on\n * from the column menu, and a view that shows it stores it by name.\n */\nconst COMPANY_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  type: false,\n  industry: false,\n  rating: false,\n  accountSource: false,\n  numberOfEmployees: false,\n  annualRevenueCents: false,\n}\n\n/** A text cell that reads as a dash when empty. */\nfunction textCell(value: unknown) {\n  const text = value === null || value === undefined ? '' : String(value)\n  return text ? (\n    <Typography variant=\"body2\" noWrap>\n      {text}\n    </Typography>\n  ) : (\n    <Typography variant=\"body2\" color=\"text.secondary\">\n      {'—'}\n    </Typography>\n  )\n}\n\n/**\n * `/crm/companies` — the organizations behind the people (AGL-2597).\n *\n * A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n *\n * ## What the listener carries\n *\n * Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n *\n * ## What a filter may be\n *\n * Every clause and the search word are on the one query (AGL-3321): the\n * search reads the name's and the domain's word prefixes, the name is also\n * an exact match and a prefix, the owner a choice from the roster, and \"No\n * next activity\" a `null` — each reaching the whole collection, which is\n * the property a filter must have: a company on page four is found, not\n * reported missing. `COMPANY_LIST_DECLARATION` states what the query asks.\n *\n * ## Creating is a drawer\n *\n * \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n *\n * ## Selection, the bar and the file (AGL-2621)\n *\n * The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Import and Export open the console's import wizard and\n * export dialog on `crm.companies` (AGL-3527): the export over the\n * selection, the list's own query, or every company.\n */\nexport function CompaniesSection(props: CompaniesSectionProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n  /*\n   * The team, read once for this surface: the Owner column names a person\n   * from a uid, and the create drawer picks from the same roster. One fetch\n   * serves both, which is why the drawer takes it as a prop.\n   */\n  const members = useOrgMemberOptions(orgId)\n  // The org's company fields, for the optional columns below (AGL-2661).\n  const companyFields = useContactFieldDefinitions(orgId, 'company')\n  // The lists behind Type, Industry and Rating, for their filters (AGL-3514).\n  const picklists = useCompanyPicklists(orgId)\n\n  /*\n   * The clauses are the saved VIEW'S (AGL-2617), beside its columns and\n   * sort; the grid's panel and the chips edit them, and the query answers\n   * every one and the search word together (AGL-3321).\n   */\n  const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n  const viewFilters = views.state.filters\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const foldsScope = useCrmFoldsScope(orgId, visibleTo)\n  // The header order the view asks (AGL-3680), read before the query it orders.\n  const companySort = useMemo(\n    () => crmViewQuerySort(COMPANY_LIST_SORTS, views.state.sort, COMPANY_LIST_SORTS[0]),\n    [views.state.sort],\n  )\n  const {\n    rows: companies,\n    status,\n    hasMore,\n    page,\n    setPage,\n    pageSize,\n    setPageSize,\n    plan,\n  } = useCrmListQuery<CompanyRow>({\n    scope,\n    collection: CRM_COLLECTIONS.companies,\n    visibleTo,\n    foldsScope,\n    declaration: COMPANY_LIST_DECLARATION,\n    clauses: viewFilters,\n    search: searchWords,\n    prefixSearch: COMPANY_PREFIX_SEARCH,\n    sort: companySort.sort,\n  })\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const [createOpen, setCreateOpen] = useState(false)\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A filter, a search or a page is a different set of rows.\n  useEffect(() => setSelectedIds([]), [plan, page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3527).\n  const exportFilter = useMemo(\n    () => (plan.served.length || plan.searched ? { label: 'what the list shows', plan } : null),\n    [plan],\n  )\n  const openCompany = useCallback(\n    (id: string) => router.push(routes.company(id)),\n    [router, routes],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Company',\n        flex: 1.6,\n        minWidth: 240,\n        ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n        valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Stack\n            sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n          >\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {row.name}\n            </Typography>\n            {row.industry ? (\n              <Typography\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ lineHeight: 1.25 }}\n                noWrap\n              >\n                {row.industry}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'domain',\n        headerName: 'Domain',\n        flex: 1,\n        minWidth: 160,\n        // Stored normalized, so it could be filtered exactly — but a domain\n        // lookup is what the company suggestion on a contact does, and a\n        // filter here would need an index of its own for one more way to\n        // find a row the name filter already finds.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.domain ? (\n            <Typography variant=\"body2\">{row.domain}</Typography>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'contactsCount',\n        headerName: 'Contacts',\n        width: 110,\n        align: 'right',\n        headerAlign: 'right',\n        /*\n         * The denormalized count every link moves (AGL-2613) — a stored\n         * number, so a page of companies costs no read per row. Absent on a\n         * company nobody has linked since the counter existed, which reads\n         * as zero; the company's own page takes the live aggregate.\n         */\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n          >\n            {Number(row.contactsCount ?? 0).toLocaleString()}\n          </Typography>\n        ),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 1,\n        minWidth: 140,\n        // Written by the drawer and the bulk bar (AGL-2621); read here, not\n        // filtered — a tag filter would need an `array-contains` index of\n        // its own beside the scope predicate.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.tags?.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n              {row.tags.slice(0, 3).map((tag) => (\n                <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n              ))}\n              {row.tags.length > 3 ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`+${row.tags.length - 3}`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        /*\n         * A CHOICE from the roster, not a text box for a uid. The grid's\n         * single-select `is` operator is what the panel offers; the handler\n         * below maps it onto the declared field's `equals`, which the\n         * translator turns into the equality the index serves.\n         */\n        type: 'singleSelect',\n        valueOptions: members.options.map((option) => ({\n          value: option.uid,\n          label: crmMemberPickerLabel(option),\n        })),\n        filterable: members.options.length > 0,\n        filterOperators: getGridSingleSelectOperators().filter(\n          (operator) => operator.value === 'is',\n        ),\n        valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n          >\n            {row.ownerUid\n              ? members.ready\n                ? members.labelFor(row.ownerUid)\n                : '…'\n              : '—'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'updatedAt',\n        headerName: 'Updated',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          row.updatedAt?.seconds ? new Date(row.updatedAt.seconds * 1000) : null,\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {row.updatedAt?.seconds\n              ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n              : '—'}\n          </Typography>\n        ),\n      },\n      // When the earliest open task against the company is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Account fields (AGL-3514), each optional. Type, Industry\n      // and Rating filter by the key stored beside the label; the rest read.\n      ...COMPANY_PICKLIST_FILTERS.map(\n        (entry): GridColDef => ({\n          field: entry.column,\n          headerName: entry.header,\n          flex: 0.8,\n          minWidth: 130,\n          sortable: false,\n          valueGetter: (_value, row: CompanyRow) =>\n            crmPicklistKey(row[entry.column as 'type' | 'industry' | 'rating']) ?? '',\n          renderCell: ({ row }: { row: CompanyRow }) =>\n            textCell(row[entry.column as 'type' | 'industry' | 'rating']),\n        }),\n      ),\n      {\n        field: 'accountSource',\n        headerName: 'Account source',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.accountSource ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => textCell(row.accountSource),\n      },\n      {\n        field: 'numberOfEmployees',\n        headerName: 'Employees',\n        width: 120,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.numberOfEmployees === 'number' ? row.numberOfEmployees.toLocaleString() : '',\n          ),\n      },\n      {\n        field: 'annualRevenueCents',\n        headerName: 'Annual revenue',\n        width: 150,\n        align: 'right',\n        headerAlign: 'right',\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          typeof row.annualRevenueCents === 'number' ? row.annualRevenueCents : null,\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          textCell(\n            typeof row.annualRevenueCents === 'number'\n              ? formatMoney(row.annualRevenueCents, row.currency)\n              : '',\n          ),\n      },\n      // The org's company fields as optional columns (AGL-2661), read off\n      // the row's own `custom` map the way the contacts list reads its own.\n      ...customFieldColumns(companyFields.active),\n    ],\n    [members, companyFields.active, nowMs],\n  )\n\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313); the query answers them all (AGL-3321).\n   */\n  const ownerOptions = useMemo(\n    () =>\n      members.options.map((option) => ({\n        value: option.uid,\n        label: crmMemberPickerLabel(option),\n      })),\n    [members.options],\n  )\n  /*\n   * Each picklist's choices (AGL-3514): every value the org keeps, valued\n   * by the key the query compares and captioned by the label, inactive\n   * ones marked. A stored clause naming a key no longer listed stays a\n   * choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo(() => {\n    const options: Record<string, Array<{ value: string; label: string }>> = {\n      ownerUid: ownerOptions,\n    }\n    for (const entry of COMPANY_PICKLIST_FILTERS) {\n      const list = picklists.lists[entry.picklistId]\n      const known = (list?.values ?? []).flatMap((value) => {\n        const key = crmPicklistKey(value.label)\n        return key ? [{ value: key, label: value.active ? value.label : `${value.label} (inactive)` }] : []\n      })\n      const stale = viewFilters\n        .filter((clause) => clause.field === entry.column)\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n      options[entry.column] = [...known, ...stale]\n    }\n    return options\n  }, [ownerOptions, picklists.lists, viewFilters])\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, COMPANY_GRID_FILTER_FIELDS, filterOptions, COMPANY_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: COMPANY_SELECT_FIELDS,\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: COMPANY_GRID_FILTER_FIELDS,\n        headers: COMPANY_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [plan.refused, filterOptions],\n  )\n  /*\n   * The grid's models are the view's (AGL-2617). The filter model shows the\n   * view's clause in the panel as a typed one would appear — the owner's\n   * stored `equals` back as the single-select `is` the panel offers — so a\n   * view opened from its address reads as filtered, not as a mystery.\n   */\n  const grid = useCrmViewGrid(views, filterColumns, COMPANY_HIDDEN_COLUMNS)\n  /*\n   * EVERY HEADER SORTS (AGL-3680). The grid used to sort the view's order\n   * over the one page on screen while the footer paged the query, which read\n   * as the whole list's order. Company, Updated and Next activity sort the\n   * QUERY now (`COMPANY_LIST_SORTS`); the rest sort the page and say so —\n   * Type, Industry and Rating in the order the org keeps their values.\n   */\n  const pageSorts = useMemo(\n    () =>\n      Object.fromEntries(\n        COMPANY_PICKLIST_FILTERS.map((entry) => [\n          entry.column,\n          (row: CompanyRow) => {\n            const label = row[entry.column as 'type' | 'industry' | 'rating']\n            const list = picklists.lists[entry.picklistId]\n            return list && label ? crmPicklistRank(list, label) : null\n          },\n        ]),\n      ),\n    [picklists.lists],\n  )\n  const columnSort = useCrmColumnSort<CompanyRow>({\n    views,\n    sorts: COMPANY_LIST_SORTS,\n    defaultSort: COMPANY_LIST_SORTS[0],\n    asked: companySort,\n    orderBy: plan.orderBy,\n    rows: companies,\n    columns: grid.columns,\n    pageSorts,\n  })\n\n  /** Whether anything narrows the list, so an empty one is \"no match\", not \"none yet\". */\n  const narrowed = viewFilters.length > 0 || searchWords.some((word) => word.trim())\n\n  const newCompanyButton = (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      disabled={!scope}\n      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n      onClick={() => setCreateOpen(true)}\n    >\n      {'New company'}\n    </Button>\n  )\n\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        // The record actions, top right and never clipped (AGL-3311).\n        action: (\n          <CrmListActions>\n            <CrmImportButton resource={CRM_COMPANIES_RESOURCE} noun=\"companies\" hostId={hostId} mappingZone=\"companies\" />\n            <CrmExportButton resource={CRM_COMPANIES_RESOURCE} hostId={hostId} filter={exportFilter} />\n            {newCompanyButton}\n          </CrmListActions>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The organizations your contacts belong to. Open one to see its ' +\n            'people, its deals and its open tasks, or to link a contact ' +\n            'to it.'}\n        </Typography>\n        {/* The saved view, and the clauses narrowing it as chips (AGL-3313). */}\n        <CrmListToolbar label=\"Company filters\">\n          <CrmViewsControl controller={views} allLabel=\"All companies\" />\n          <ListFilterChips\n            fields={COMPANY_GRID_FILTER_FIELDS}\n            headers={COMPANY_GRID_FILTER_HEADERS}\n            clauses={viewFilters}\n            onChange={views.setFilters}\n            options={filterOptions}\n            marksServed={false}\n          />\n        </CrmListToolbar>\n        <ListQueryNotices refused={refused} notices={[...plan.notices, ...columnSort.notices]} />\n        <CompaniesBulkBar\n          hostId={hostId}\n          scope={scope}\n          rows={companies}\n          selected={selectedIds}\n          onSelectedChange={setSelectedIds}\n          members={members}\n        />\n        <CrmColumnOrderProvider value={grid.columnOrder}>\n          <ListTable\n            rowHeight={TABLE_ROW_HEIGHT}\n            columns={grid.columns}\n            slots={CRM_LIST_SLOTS}\n            rows={columnSort.rows}\n            columnSort={columnSort}\n            selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n            noRowsLabel={narrowed ? 'No companies match these filters' : 'No companies yet'}\n            noRowsDescription={\n              narrowed\n                ? undefined\n                : 'A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.'\n            }\n            noRowsAction={narrowed ? undefined : newCompanyButton}\n            onOpen={(id) => openCompany(String(id))}\n            // An empty table while the read is in flight reads as \"you have\n            // none\" rather than \"these are on their way\".\n            loading={!scope || status === 'loading'}\n            /*\n             * The grid must NOT also filter. The query answers it, so a client\n             * pass could only drop rows the query already matched (AGL-3321).\n             */\n            filterMode=\"server\"\n            filterModel={gridFilter.filterModel}\n            onFilterModelChange={gridFilter.onFilterModelChange}\n            quickFilter\n            // Columns are the view's, controlled (AGL-2617); so is the\n            // header order, which `columnSort` keeps in it (AGL-3680).\n            columnVisibilityModel={grid.columnVisibilityModel}\n            onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n            // Paged by the footer below, so the grid must not also slice.\n            hideFooter\n          />\n        </CrmColumnOrderProvider>\n        <ListPagination\n          page={page}\n          pageSize={pageSize}\n          rowCount={companies.length}\n          hasMore={hasMore}\n          onPageChange={setPage}\n          onPageSizeChange={setPageSize}\n        />\n      </Stack>\n      {/*\n        Mounted only while it is open, so the list pays for none of the\n        drawer's state — and a fresh mount is what seeds an empty form.\n       */}\n      {createOpen ? 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package/src/lib/components/company-edit-drawer.js

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