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

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

@@ -40,6 +40,84 @@ import { LEAD_SOURCE_CODEC, LEAD_SOURCE_FILTER_NONE } from "../model/lead-filter
     {
         path: 'updatedAt',
         direction: 'desc'
+    },
+    /*
+   * The header orders (AGL-3680), each `alone` — served with no filter or
+   * search on, beside the pipeline by one `(pipelineId, field)` and one
+   * `(visibleTo, field)` composite per direction: the title's key, the
+   * amount and expected close as stored beside them (`null` for none), the
+   * status and the next activity. Stage (the pipeline's order), Owner, Type
+   * and Lead source (the org's picklist order) and custom values sort the
+   * page.
+   */ {
+        path: 'titleLower',
+        direction: 'asc',
+        column: 'title',
+        label: 'Deal',
+        alone: true
+    },
+    {
+        path: 'titleLower',
+        direction: 'desc',
+        column: 'title',
+        label: 'Deal',
+        alone: true
+    },
+    {
+        path: 'amountSortCents',
+        direction: 'asc',
+        column: 'amountCents',
+        label: 'Amount',
+        alone: true
+    },
+    {
+        path: 'amountSortCents',
+        direction: 'desc',
+        column: 'amountCents',
+        label: 'Amount',
+        alone: true
+    },
+    {
+        path: 'expectedCloseSortAtMs',
+        direction: 'asc',
+        column: 'expectedCloseAtMs',
+        label: 'Expected close',
+        alone: true
+    },
+    {
+        path: 'expectedCloseSortAtMs',
+        direction: 'desc',
+        column: 'expectedCloseAtMs',
+        label: 'Expected close',
+        alone: true
+    },
+    {
+        path: 'status',
+        direction: 'asc',
+        column: 'status',
+        label: 'Status',
+        alone: true
+    },
+    {
+        path: 'status',
+        direction: 'desc',
+        column: 'status',
+        label: 'Status',
+        alone: true
+    },
+    {
+        path: 'nextTaskAtMs',
+        direction: 'asc',
+        column: 'nextTaskAtMs',
+        label: 'Next activity',
+        alone: true
+    },
+    {
+        path: 'nextTaskAtMs',
+        direction: 'desc',
+        column: 'nextTaskAtMs',
+        label: 'Next activity',
+        alone: true
     }
 ];
 /**

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/deal-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, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type { ListGridFilterCodec } from '@aglyn/shared-util-tools/list-query/list-filter-codecs'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQuerySort,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport { crmPicklistKey, type CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../model/crm-next-activity'\nimport {\n  CRM_LIST_SEARCH,\n  crmAnyOf,\n  type CrmClauseAsked,\n  crmClauseValues,\n  crmSelectField,\n} from '../model/crm-list-query'\nimport { LEAD_SOURCE_CODEC, LEAD_SOURCE_FILTER_NONE } from '../model/lead-filters'\n\n/*\n * THE DEALS TABLE'S QUERY (AGL-3321).\n *\n * `orgs/{orgId}/deals` in the chosen pipeline — the pipeline is the query's\n * base beside the scope clause — newest change first, paged by that query.\n * The status, \"No next activity\" (`nextTaskAtMs == null`, which every deal\n * is created carrying) and the search word are predicates on the same\n * query. The search reads `searchTokens`, the word prefixes of the title\n * every deal writer stamps (`crmDealListFields`), so \"renewal\" finds \"Acme\n * renewal\" on any page. Under a site the scope clause is the query's one\n * array clause and the search folds into it for a reader who may drop it.\n *\n * The board is not this: it draws a pipeline's open deals whole, bounded,\n * and filters nothing.\n *\n * Type and Lead source (AGL-3516) are asked through the keys every deal\n * writer stores beside the labels (`typeKey`, `leadSourceKey` in\n * `crmDealListFields`) — `null` for none, so \"No type\" is `== null` — the\n * way the Leads list asks its lead source (`dealQueryClause`).\n */\n\n/** The table's one order: newest change first. */\nexport const DEAL_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/**\n * The Type and Lead source controls' \"none\" choice (AGL-3516). Held in the\n * saved view as an `isEmpty` clause, never as this string.\n */\nexport const DEAL_PICKLIST_FILTER_NONE = LEAD_SOURCE_FILTER_NONE\n\n/**\n * The Type and Lead source clauses' codec: \"none\" is an `isEmpty` clause,\n * shown as a choice of the select — the Leads list's own.\n */\nexport const DEAL_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  type: LEAD_SOURCE_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/** What the deals table's Filters panel offers — every one asked of the query. */\nexport const DEAL_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  crmSelectField('type'),\n  crmSelectField('leadSource'),\n]\n\n/** A picklist key the query asks: `null` for none, as every deal writer stores it. */\nconst keyField = (column: string): ListFilterField => ({\n  column,\n  kind: 'exact',\n  path: column,\n  presence: 'nullable',\n  operators: ['equals', 'isAnyOf', 'isEmpty'],\n})\n\n/** The fields the Deals query asks — each a stored field, as named. */\nexport const DEAL_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  keyField('typeKey'),\n  keyField('leadSourceKey'),\n]\n\nexport const DEAL_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: DEAL_QUERY_FIELDS,\n  sorts: DEAL_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The picklist fields the panel shows by label and the query asks by key. */\nconst DEAL_KEYED_FIELDS: Readonly<Record<string, string>> = {\n  type: 'typeKey',\n  leadSource: 'leadSourceKey',\n}\n\n/**\n * One grid clause as the clause the Deals query asks (AGL-3516): a Type or\n * a Lead source by its key — \"none\" as `isEmpty` — and every other clause\n * as it is stored.\n */\nexport function dealQueryClause(clause: CrmViewFilterClause | ListFilterRequest): CrmClauseAsked {\n  const key = DEAL_KEYED_FIELDS[clause.field]\n  if (!key) return clause\n  const values = crmClauseValues(clause)\n  if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === DEAL_PICKLIST_FILTER_NONE)) {\n    return { field: key, op: 'isEmpty', value: '' }\n  }\n  if (values.includes(DEAL_PICKLIST_FILTER_NONE)) {\n    return { refused: '\"None\" cannot be picked beside a value' }\n  }\n  return crmAnyOf(\n    key,\n    values.map((value) => crmPicklistKey(value)).filter((entry): entry is string => Boolean(entry)),\n  )\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the title, `titleLower`, beside the scope clause.\n */\nexport const DEAL_PREFIX_SEARCH = {\n  field: {\n    column: 'title',\n    kind: 'text',\n    path: 'title',\n    lowerPath: 'titleLower',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a deal’s title for access limited to specific sites.',\n}\n\n/** The chosen pipeline, as the query's base beside the scope clause. */\nexport function dealPipelineBase(pipelineId: string | null): ListQueryFilter[] {\n  return pipelineId ? [{ path: 'pipelineId', op: '==', value: pipelineId }] : []\n}\n\n/** The base's shape for `listQueryIndexes`: the pipeline, an equality. */\nexport const DEAL_LIST_PIPELINE_BASE_INDEX = [{ path: 'pipelineId' }] as const\n"],"names":["crmPicklistKey","CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","crmAnyOf","crmClauseValues","crmSelectField","LEAD_SOURCE_CODEC","LEAD_SOURCE_FILTER_NONE","DEAL_LIST_SORTS","path","direction","DEAL_PICKLIST_FILTER_NONE","DEAL_FILTER_CODECS","type","leadSource","DEAL_LIST_FILTER_FIELDS","keyField","column","kind","presence","operators","DEAL_QUERY_FIELDS","DEAL_LIST_DECLARATION","fields","sorts","search","DEAL_KEYED_FIELDS","dealQueryClause","clause","key","field","values","op","length","value","includes","refused","map","filter","entry","Boolean","DEAL_PREFIX_SEARCH","lowerPath","notice","dealPipelineBase","pipelineId","DEAL_LIST_PIPELINE_BASE_INDEX"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GASD,SAASA,cAAc,QAAkC,6BAA4B;AACrF,SAASC,8BAA8B,QAAQ,gCAA4B;AAC3E,SACEC,eAAe,EACfC,QAAQ,EAERC,eAAe,EACfC,cAAc,QACT,6BAAyB;AAChC,SAASC,iBAAiB,EAAEC,uBAAuB,QAAQ,2BAAuB;AAElF;;;;;;;;;;;;;;;;;;;CAmBC,GAED,gDAAgD,GAChD,OAAO,MAAMC,kBAA4C;IACvD;QAAEC,MAAM;QAAaC,WAAW;IAAO;CACxC,CAAA;AAED;;;CAGC,GACD,OAAO,MAAMC,4BAA4BJ,wBAAuB;AAEhE;;;CAGC,GACD,OAAO,MAAMK,qBAAoE;IAC/EC,MAAMP;IACNQ,YAAYR;AACd,EAAC;AAED,gFAAgF,GAChF,OAAO,MAAMS,0BAAsD;IACjEV,eAAe;IACfJ;IACAI,eAAe;IACfA,eAAe;CAChB,CAAA;AAED,oFAAoF,GACpF,MAAMW,WAAW,CAACC,SAAqC,CAAA;QACrDA;QACAC,MAAM;QACNT,MAAMQ;QACNE,UAAU;QACVC,WAAW;YAAC;YAAU;YAAW;SAAU;IAC7C,CAAA;AAEA,qEAAqE,GACrE,OAAO,MAAMC,oBAAgD;IAC3DhB,eAAe;IACfJ;IACAe,SAAS;IACTA,SAAS;CACV,CAAA;AAED,OAAO,MAAMM,wBAA8C;IACzDC,QAAQF;IACRG,OAAOhB;IACPiB,QAAQvB;AACV,EAAC;AAED,4EAA4E,GAC5E,MAAMwB,oBAAsD;IAC1Db,MAAM;IACNC,YAAY;AACd;AAEA;;;;CAIC,GACD,OAAO,SAASa,gBAAgBC,MAA+C;IAC7E,MAAMC,MAAMH,iBAAiB,CAACE,OAAOE,KAAK,CAAC;IAC3C,IAAI,CAACD,KAAK,OAAOD;IACjB,MAAMG,SAAS3B,gBAAgBwB;IAC/B,IAAIA,OAAOI,EAAE,KAAK,aAAcD,OAAOE,MAAM,KAAK,KAAKF,MAAM,CAAC,EAAE,KAAKpB,2BAA4B;QAC/F,OAAO;YAAEmB,OAAOD;YAAKG,IAAI;YAAWE,OAAO;QAAG;IAChD;IACA,IAAIH,OAAOI,QAAQ,CAACxB,4BAA4B;QAC9C,OAAO;YAAEyB,SAAS;QAAyC;IAC7D;IACA,OAAOjC,SACL0B,KACAE,OAAOM,GAAG,CAAC,CAACH,QAAUlC,eAAekC,QAAQI,MAAM,CAAC,CAACC,QAA2BC,QAAQD;AAE5F;AAEA;;;CAGC,GACD,OAAO,MAAME,qBAAqB;IAChCX,OAAO;QACLb,QAAQ;QACRC,MAAM;QACNT,MAAM;QACNiC,WAAW;QACXvB,UAAU;QACVC,WAAW;YAAC;SAAa;IAC3B;IACAuB,QAAQ;AACV,EAAC;AAED,sEAAsE,GACtE,OAAO,SAASC,iBAAiBC,UAAyB;IACxD,OAAOA,aAAa;QAAC;YAAEpC,MAAM;YAAcuB,IAAI;YAAME,OAAOW;QAAW;KAAE,GAAG,EAAE;AAChF;AAEA,wEAAwE,GACxE,OAAO,MAAMC,gCAAgC;IAAC;QAAErC,MAAM;IAAa;CAAE,CAAS"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/deal-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, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type { ListGridFilterCodec } from '@aglyn/shared-util-tools/list-query/list-filter-codecs'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQuerySort,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport { crmPicklistKey, type CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../model/crm-next-activity'\nimport {\n  CRM_LIST_SEARCH,\n  crmAnyOf,\n  type CrmClauseAsked,\n  crmClauseValues,\n  crmSelectField,\n} from '../model/crm-list-query'\nimport { LEAD_SOURCE_CODEC, LEAD_SOURCE_FILTER_NONE } from '../model/lead-filters'\n\n/*\n * THE DEALS TABLE'S QUERY (AGL-3321).\n *\n * `orgs/{orgId}/deals` in the chosen pipeline — the pipeline is the query's\n * base beside the scope clause — newest change first, paged by that query.\n * The status, \"No next activity\" (`nextTaskAtMs == null`, which every deal\n * is created carrying) and the search word are predicates on the same\n * query. The search reads `searchTokens`, the word prefixes of the title\n * every deal writer stamps (`crmDealListFields`), so \"renewal\" finds \"Acme\n * renewal\" on any page. Under a site the scope clause is the query's one\n * array clause and the search folds into it for a reader who may drop it.\n *\n * The board is not this: it draws a pipeline's open deals whole, bounded,\n * and filters nothing.\n *\n * Type and Lead source (AGL-3516) are asked through the keys every deal\n * writer stores beside the labels (`typeKey`, `leadSourceKey` in\n * `crmDealListFields`) — `null` for none, so \"No type\" is `== null` — the\n * way the Leads list asks its lead source (`dealQueryClause`).\n */\n\n/** The table's one order: newest change first. */\nexport const DEAL_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n  /*\n   * The header orders (AGL-3680), each `alone` — served with no filter or\n   * search on, beside the pipeline by one `(pipelineId, field)` and one\n   * `(visibleTo, field)` composite per direction: the title's key, the\n   * amount and expected close as stored beside them (`null` for none), the\n   * status and the next activity. Stage (the pipeline's order), Owner, Type\n   * and Lead source (the org's picklist order) and custom values sort the\n   * page.\n   */\n  { path: 'titleLower', direction: 'asc', column: 'title', label: 'Deal', alone: true },\n  { path: 'titleLower', direction: 'desc', column: 'title', label: 'Deal', alone: true },\n  { path: 'amountSortCents', direction: 'asc', column: 'amountCents', label: 'Amount', alone: true },\n  { path: 'amountSortCents', direction: 'desc', column: 'amountCents', label: 'Amount', alone: true },\n  {\n    path: 'expectedCloseSortAtMs',\n    direction: 'asc',\n    column: 'expectedCloseAtMs',\n    label: 'Expected close',\n    alone: true,\n  },\n  {\n    path: 'expectedCloseSortAtMs',\n    direction: 'desc',\n    column: 'expectedCloseAtMs',\n    label: 'Expected close',\n    alone: true,\n  },\n  { path: 'status', direction: 'asc', column: 'status', label: 'Status', alone: true },\n  { path: 'status', direction: 'desc', column: 'status', label: 'Status', 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\n/**\n * The Type and Lead source controls' \"none\" choice (AGL-3516). Held in the\n * saved view as an `isEmpty` clause, never as this string.\n */\nexport const DEAL_PICKLIST_FILTER_NONE = LEAD_SOURCE_FILTER_NONE\n\n/**\n * The Type and Lead source clauses' codec: \"none\" is an `isEmpty` clause,\n * shown as a choice of the select — the Leads list's own.\n */\nexport const DEAL_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  type: LEAD_SOURCE_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/** What the deals table's Filters panel offers — every one asked of the query. */\nexport const DEAL_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  crmSelectField('type'),\n  crmSelectField('leadSource'),\n]\n\n/** A picklist key the query asks: `null` for none, as every deal writer stores it. */\nconst keyField = (column: string): ListFilterField => ({\n  column,\n  kind: 'exact',\n  path: column,\n  presence: 'nullable',\n  operators: ['equals', 'isAnyOf', 'isEmpty'],\n})\n\n/** The fields the Deals query asks — each a stored field, as named. */\nexport const DEAL_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  keyField('typeKey'),\n  keyField('leadSourceKey'),\n]\n\nexport const DEAL_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: DEAL_QUERY_FIELDS,\n  sorts: DEAL_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The picklist fields the panel shows by label and the query asks by key. */\nconst DEAL_KEYED_FIELDS: Readonly<Record<string, string>> = {\n  type: 'typeKey',\n  leadSource: 'leadSourceKey',\n}\n\n/**\n * One grid clause as the clause the Deals query asks (AGL-3516): a Type or\n * a Lead source by its key — \"none\" as `isEmpty` — and every other clause\n * as it is stored.\n */\nexport function dealQueryClause(clause: CrmViewFilterClause | ListFilterRequest): CrmClauseAsked {\n  const key = DEAL_KEYED_FIELDS[clause.field]\n  if (!key) return clause\n  const values = crmClauseValues(clause)\n  if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === DEAL_PICKLIST_FILTER_NONE)) {\n    return { field: key, op: 'isEmpty', value: '' }\n  }\n  if (values.includes(DEAL_PICKLIST_FILTER_NONE)) {\n    return { refused: '\"None\" cannot be picked beside a value' }\n  }\n  return crmAnyOf(\n    key,\n    values.map((value) => crmPicklistKey(value)).filter((entry): entry is string => Boolean(entry)),\n  )\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the title, `titleLower`, beside the scope clause.\n */\nexport const DEAL_PREFIX_SEARCH = {\n  field: {\n    column: 'title',\n    kind: 'text',\n    path: 'title',\n    lowerPath: 'titleLower',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a deal’s title for access limited to specific sites.',\n}\n\n/** The chosen pipeline, as the query's base beside the scope clause. */\nexport function dealPipelineBase(pipelineId: string | null): ListQueryFilter[] {\n  return pipelineId ? [{ path: 'pipelineId', op: '==', value: pipelineId }] : []\n}\n\n/** The base's shape for `listQueryIndexes`: the pipeline, an equality. */\nexport const DEAL_LIST_PIPELINE_BASE_INDEX = [{ path: 'pipelineId' }] as const\n"],"names":["crmPicklistKey","CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","crmAnyOf","crmClauseValues","crmSelectField","LEAD_SOURCE_CODEC","LEAD_SOURCE_FILTER_NONE","DEAL_LIST_SORTS","path","direction","column","label","alone","DEAL_PICKLIST_FILTER_NONE","DEAL_FILTER_CODECS","type","leadSource","DEAL_LIST_FILTER_FIELDS","keyField","kind","presence","operators","DEAL_QUERY_FIELDS","DEAL_LIST_DECLARATION","fields","sorts","search","DEAL_KEYED_FIELDS","dealQueryClause","clause","key","field","values","op","length","value","includes","refused","map","filter","entry","Boolean","DEAL_PREFIX_SEARCH","lowerPath","notice","dealPipelineBase","pipelineId","DEAL_LIST_PIPELINE_BASE_INDEX"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GASD,SAASA,cAAc,QAAkC,6BAA4B;AACrF,SAASC,8BAA8B,QAAQ,gCAA4B;AAC3E,SACEC,eAAe,EACfC,QAAQ,EAERC,eAAe,EACfC,cAAc,QACT,6BAAyB;AAChC,SAASC,iBAAiB,EAAEC,uBAAuB,QAAQ,2BAAuB;AAElF;;;;;;;;;;;;;;;;;;;CAmBC,GAED,gDAAgD,GAChD,OAAO,MAAMC,kBAA4C;IACvD;QAAEC,MAAM;QAAaC,WAAW;IAAO;IACvC;;;;;;;;GAQC,GACD;QAAED,MAAM;QAAcC,WAAW;QAAOC,QAAQ;QAASC,OAAO;QAAQC,OAAO;IAAK;IACpF;QAAEJ,MAAM;QAAcC,WAAW;QAAQC,QAAQ;QAASC,OAAO;QAAQC,OAAO;IAAK;IACrF;QAAEJ,MAAM;QAAmBC,WAAW;QAAOC,QAAQ;QAAeC,OAAO;QAAUC,OAAO;IAAK;IACjG;QAAEJ,MAAM;QAAmBC,WAAW;QAAQC,QAAQ;QAAeC,OAAO;QAAUC,OAAO;IAAK;IAClG;QACEJ,MAAM;QACNC,WAAW;QACXC,QAAQ;QACRC,OAAO;QACPC,OAAO;IACT;IACA;QACEJ,MAAM;QACNC,WAAW;QACXC,QAAQ;QACRC,OAAO;QACPC,OAAO;IACT;IACA;QAAEJ,MAAM;QAAUC,WAAW;QAAOC,QAAQ;QAAUC,OAAO;QAAUC,OAAO;IAAK;IACnF;QAAEJ,MAAM;QAAUC,WAAW;QAAQC,QAAQ;QAAUC,OAAO;QAAUC,OAAO;IAAK;IACpF;QAAEJ,MAAM;QAAgBC,WAAW;QAAOC,QAAQ;QAAgBC,OAAO;QAAiBC,OAAO;IAAK;IACtG;QAAEJ,MAAM;QAAgBC,WAAW;QAAQC,QAAQ;QAAgBC,OAAO;QAAiBC,OAAO;IAAK;CACxG,CAAA;AAED;;;CAGC,GACD,OAAO,MAAMC,4BAA4BP,wBAAuB;AAEhE;;;CAGC,GACD,OAAO,MAAMQ,qBAAoE;IAC/EC,MAAMV;IACNW,YAAYX;AACd,EAAC;AAED,gFAAgF,GAChF,OAAO,MAAMY,0BAAsD;IACjEb,eAAe;IACfJ;IACAI,eAAe;IACfA,eAAe;CAChB,CAAA;AAED,oFAAoF,GACpF,MAAMc,WAAW,CAACR,SAAqC,CAAA;QACrDA;QACAS,MAAM;QACNX,MAAME;QACNU,UAAU;QACVC,WAAW;YAAC;YAAU;YAAW;SAAU;IAC7C,CAAA;AAEA,qEAAqE,GACrE,OAAO,MAAMC,oBAAgD;IAC3DlB,eAAe;IACfJ;IACAkB,SAAS;IACTA,SAAS;CACV,CAAA;AAED,OAAO,MAAMK,wBAA8C;IACzDC,QAAQF;IACRG,OAAOlB;IACPmB,QAAQzB;AACV,EAAC;AAED,4EAA4E,GAC5E,MAAM0B,oBAAsD;IAC1DZ,MAAM;IACNC,YAAY;AACd;AAEA;;;;CAIC,GACD,OAAO,SAASY,gBAAgBC,MAA+C;IAC7E,MAAMC,MAAMH,iBAAiB,CAACE,OAAOE,KAAK,CAAC;IAC3C,IAAI,CAACD,KAAK,OAAOD;IACjB,MAAMG,SAAS7B,gBAAgB0B;IAC/B,IAAIA,OAAOI,EAAE,KAAK,aAAcD,OAAOE,MAAM,KAAK,KAAKF,MAAM,CAAC,EAAE,KAAKnB,2BAA4B;QAC/F,OAAO;YAAEkB,OAAOD;YAAKG,IAAI;YAAWE,OAAO;QAAG;IAChD;IACA,IAAIH,OAAOI,QAAQ,CAACvB,4BAA4B;QAC9C,OAAO;YAAEwB,SAAS;QAAyC;IAC7D;IACA,OAAOnC,SACL4B,KACAE,OAAOM,GAAG,CAAC,CAACH,QAAUpC,eAAeoC,QAAQI,MAAM,CAAC,CAACC,QAA2BC,QAAQD;AAE5F;AAEA;;;CAGC,GACD,OAAO,MAAME,qBAAqB;IAChCX,OAAO;QACLrB,QAAQ;QACRS,MAAM;QACNX,MAAM;QACNmC,WAAW;QACXvB,UAAU;QACVC,WAAW;YAAC;SAAa;IAC3B;IACAuB,QAAQ;AACV,EAAC;AAED,sEAAsE,GACtE,OAAO,SAASC,iBAAiBC,UAAyB;IACxD,OAAOA,aAAa;QAAC;YAAEtC,MAAM;YAAcyB,IAAI;YAAME,OAAOW;QAAW;KAAE,GAAG,EAAE;AAChF;AAEA,wEAAwE,GACxE,OAAO,MAAMC,gCAAgC;IAAC;QAAEvC,MAAM;IAAa;CAAE,CAAS"}

package/src/lib/hooks/use-crm-column-sort.d.ts

@@ -0,0 +1,67 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { CrmViewSort } from '@aglyn/aglyn/app-utils/crm';
+import { type ListColumnSort } from '@aglyn/shared-ui-jsx/hooks/use-list-column-sort';
+import type { ListPageSort } from '@aglyn/shared-util-tools/list-query/list-column-sort';
+import type { ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
+import type { GridColDef } from '@mui/x-data-grid';
+import type { CrmSavedViewController } from './use-crm-saved-view';
+export interface CrmViewQuerySort {
+    /** The declared order the view asks, or the list's default. */
+    sort: ListQuerySort;
+    /** The view's own sort when no declared order serves it — the list said so. */
+    unserved: CrmViewSort | null;
+}
+/**
+ * A view's stored sort as one of the list's declared header orders, or the
+ * list's default when it names none — `unserved` holds what it named.
+ */
+export declare function crmViewQuerySort(sorts: readonly ListQuerySort[], viewSort: CrmViewSort | null | undefined, defaultSort: ListQuerySort): CrmViewQuerySort;
+/**
+ * One page sort per column the query does not order (strategy 3), each
+ * reading the cell the way the grid reads it — through the column's own
+ * `valueGetter` — so a header sorts by what the reader sees. Skips the
+ * query's columns, the actions column and `unsortable`.
+ */
+export declare function crmPageSorts<Row>(columns: readonly GridColDef[], skip: ReadonlySet<string>): Record<string, ListPageSort<Row>>;
+export interface CrmColumnSortOptions<Row> {
+    /** The view the sort is kept in. */
+    views: Pick<CrmSavedViewController, 'setSort'>;
+    /** The list's declared orders; the ones with a `column` sort a header on the query. */
+    sorts: readonly ListQuerySort[];
+    /** The order asked while no header is. */
+    defaultSort: ListQuerySort;
+    /** What the view asks — `crmViewQuerySort`. */
+    asked: CrmViewQuerySort;
+    /** The order the query reads in: the plan's `orderBy`. */
+    orderBy: ListQuerySort;
+    rows: readonly Row[];
+    /** The grid's columns, whose other headers sort the page. */
+    columns: readonly GridColDef[];
+    /** A page sort a column needs other than its cell value — a picklist's rank. */
+    pageSorts?: Readonly<Record<string, ListPageSort<Row>>>;
+    /** Columns that are row controls, like the actions column (a task's done box). */
+    unsortable?: readonly string[];
+}
+/**
+ * A CRM list's header sorts: `useListColumnSort` over the list's declared
+ * orders and a page sort for every other column, the asked order kept in the
+ * view. Hand the result to `ListTable` as `columnSort`, and its `notices` to
+ * `ListQueryNotices` beside the plan's.
+ */
+export declare function useCrmColumnSort<Row>(options: CrmColumnSortOptions<Row>): ListColumnSort<Row>;
+export default useCrmColumnSort;

package/src/lib/hooks/use-crm-column-sort.js

@@ -0,0 +1,156 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { LIST_ACTIONS_FIELD } from "@aglyn/shared-ui-jsx/components/list-table.component";
+import { useListColumnSort } from "@aglyn/shared-ui-jsx/hooks/use-list-column-sort";
+import { useCallback, useMemo } from "react";
+/*
+ * EVERY CRM TABLE SORTS BY ITS COLUMN HEADERS (AGL-3680).
+ *
+ * The five CRM lists — Leads, Contacts, Companies, Deals, Tasks — each page
+ * a Firestore query, and their headers used to be switched off (a header
+ * sort over one page reads as the whole list's order) or, on Companies and
+ * Deals, left on over the page with nothing saying so. Each header now sorts
+ * by the one strategy honest for it (`list-column-sort.ts` in
+ * `@aglyn/shared-util-tools`):
+ *
+ *   - a column backed by a stored field sorts the QUERY: the list declares a
+ *     `ListQuerySort` with that `column` beside its default order;
+ *   - every other column — a name joined from the roster, a picklist label
+ *     in the org's order, a holder's facet value — sorts the PAGE, and the
+ *     header and a notice say so.
+ *
+ * The order a header asks is the saved VIEW'S (AGL-2617): a view stores
+ * `{ field, direction }`, and `crmViewQuerySort` reads it back as one of the
+ * list's declared orders before the query is built. A view saved sorted by a
+ * column the query cannot order — a page column, or a column since removed
+ * — opens in the list's default order and says so.
+ */ const same = (a, b)=>Boolean(a && b && a.path === b.path && a.direction === b.direction);
+/**
+ * A view's stored sort as one of the list's declared header orders, or the
+ * list's default when it names none — `unserved` holds what it named.
+ */ export function crmViewQuerySort(sorts, viewSort, defaultSort) {
+    if (!viewSort) return {
+        sort: defaultSort,
+        unserved: null
+    };
+    const declared = sorts.find((sort)=>sort.column === viewSort.field && sort.direction === viewSort.direction);
+    return declared ? {
+        sort: declared,
+        unserved: null
+    } : {
+        sort: defaultSort,
+        unserved: viewSort
+    };
+}
+/** A cell value as a page sort compares it. */ function sortValueOf(raw) {
+    if (raw === null || raw === undefined) return null;
+    if (typeof raw === 'string' || typeof raw === 'number' || typeof raw === 'boolean' || raw instanceof Date) {
+        return raw;
+    }
+    if (Array.isArray(raw)) return raw.map((entry)=>String(entry != null ? entry : '')).join(', ');
+    // A Firestore Timestamp, as a listener hands it over.
+    const stamp = raw;
+    if (typeof stamp.toMillis === 'function') return stamp.toMillis();
+    if (typeof stamp.seconds === 'number') return stamp.seconds * 1000;
+    return null;
+}
+/**
+ * One page sort per column the query does not order (strategy 3), each
+ * reading the cell the way the grid reads it — through the column's own
+ * `valueGetter` — so a header sorts by what the reader sees. Skips the
+ * query's columns, the actions column and `unsortable`.
+ */ export function crmPageSorts(columns, skip) {
+    const sorts = {};
+    for (const column of columns){
+        if (skip.has(column.field) || column.field === LIST_ACTIONS_FIELD) continue;
+        const getter = column.valueGetter;
+        sorts[column.field] = (row)=>{
+            const raw = row[column.field];
+            return sortValueOf(getter ? getter(raw, row, column, undefined) : raw);
+        };
+    }
+    return sorts;
+}
+/**
+ * A CRM list's header sorts: `useListColumnSort` over the list's declared
+ * orders and a page sort for every other column, the asked order kept in the
+ * view. Hand the result to `ListTable` as `columnSort`, and its `notices` to
+ * `ListQueryNotices` beside the plan's.
+ */ export function useCrmColumnSort(options) {
+    const { views, sorts, defaultSort, asked, orderBy, rows, columns, pageSorts, unsortable } = options;
+    const { setSort } = views;
+    const queryColumns = useMemo(()=>new Set(sorts.flatMap((sort)=>sort.column ? [
+                sort.column
+            ] : [])), [
+        sorts
+    ]);
+    const allPageSorts = useMemo(()=>_extends({}, crmPageSorts(columns, new Set([
+            ...queryColumns,
+            ...unsortable != null ? unsortable : []
+        ])), pageSorts), [
+        columns,
+        queryColumns,
+        unsortable,
+        pageSorts
+    ]);
+    const headers = useMemo(()=>Object.fromEntries(columns.map((column)=>[
+                column.field,
+                column.headerName || column.field
+            ])), [
+        columns
+    ]);
+    // The view keeps a header's order; the default is kept as no sort at all.
+    const onSortChange = useCallback((next)=>setSort((next == null ? void 0 : next.column) && !same(next, defaultSort) ? {
+            field: next.column,
+            direction: next.direction
+        } : null), [
+        setSort,
+        defaultSort
+    ]);
+    const columnSort = useListColumnSort({
+        sorts,
+        defaultSort,
+        sort: asked.sort,
+        onSortChange,
+        orderBy,
+        rows,
+        pageSorts: allPageSorts,
+        headers
+    });
+    const unserved = asked.unserved;
+    const notices = useMemo(()=>{
+        var _headers_unserved_field;
+        return unserved ? [
+            ...columnSort.notices,
+            `This view is saved sorted by ${(_headers_unserved_field = headers[unserved.field]) != null ? _headers_unserved_field : unserved.field}, which the list's query cannot order by: it is shown in the list's own order. Click the header to sort the rows on this page.`
+        ] : columnSort.notices;
+    }, [
+        columnSort.notices,
+        unserved,
+        headers
+    ]);
+    return useMemo(()=>_extends({}, columnSort, {
+            notices
+        }), [
+        columnSort,
+        notices
+    ]);
+}
+export default useCrmColumnSort;
+
+//# sourceMappingURL=use-crm-column-sort.js.map

package/src/lib/hooks/use-crm-column-sort.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-column-sort.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\n'use client'\n\nimport type { CrmViewSort } from '@aglyn/aglyn/app-utils/crm'\nimport { LIST_ACTIONS_FIELD } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type ListColumnSort,\n  useListColumnSort,\n} from '@aglyn/shared-ui-jsx/hooks/use-list-column-sort'\nimport type {\n  ListPageSort,\n  ListSortValue,\n} from '@aglyn/shared-util-tools/list-query/list-column-sort'\nimport type { ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { useCallback, useMemo } from 'react'\nimport type { CrmSavedViewController } from './use-crm-saved-view'\n\n/*\n * EVERY CRM TABLE SORTS BY ITS COLUMN HEADERS (AGL-3680).\n *\n * The five CRM lists — Leads, Contacts, Companies, Deals, Tasks — each page\n * a Firestore query, and their headers used to be switched off (a header\n * sort over one page reads as the whole list's order) or, on Companies and\n * Deals, left on over the page with nothing saying so. Each header now sorts\n * by the one strategy honest for it (`list-column-sort.ts` in\n * `@aglyn/shared-util-tools`):\n *\n *   - a column backed by a stored field sorts the QUERY: the list declares a\n *     `ListQuerySort` with that `column` beside its default order;\n *   - every other column — a name joined from the roster, a picklist label\n *     in the org's order, a holder's facet value — sorts the PAGE, and the\n *     header and a notice say so.\n *\n * The order a header asks is the saved VIEW'S (AGL-2617): a view stores\n * `{ field, direction }`, and `crmViewQuerySort` reads it back as one of the\n * list's declared orders before the query is built. A view saved sorted by a\n * column the query cannot order — a page column, or a column since removed\n * — opens in the list's default order and says so.\n */\n\nconst same = (a: ListQuerySort | null | undefined, b: ListQuerySort | null | undefined) =>\n  Boolean(a && b && a.path === b.path && a.direction === b.direction)\n\nexport interface CrmViewQuerySort {\n  /** The declared order the view asks, or the list's default. */\n  sort: ListQuerySort\n  /** The view's own sort when no declared order serves it — the list said so. */\n  unserved: CrmViewSort | null\n}\n\n/**\n * A view's stored sort as one of the list's declared header orders, or the\n * list's default when it names none — `unserved` holds what it named.\n */\nexport function crmViewQuerySort(\n  sorts: readonly ListQuerySort[],\n  viewSort: CrmViewSort | null | undefined,\n  defaultSort: ListQuerySort,\n): CrmViewQuerySort {\n  if (!viewSort) return { sort: defaultSort, unserved: null }\n  const declared = sorts.find(\n    (sort) => sort.column === viewSort.field && sort.direction === viewSort.direction,\n  )\n  return declared ? { sort: declared, unserved: null } : { sort: defaultSort, unserved: viewSort }\n}\n\n/** A cell value as a page sort compares it. */\nfunction sortValueOf(raw: unknown): ListSortValue {\n  if (raw === null || raw === undefined) return null\n  if (\n    typeof raw === 'string' ||\n    typeof raw === 'number' ||\n    typeof raw === 'boolean' ||\n    raw instanceof Date\n  ) {\n    return raw\n  }\n  if (Array.isArray(raw)) return raw.map((entry) => String(entry ?? '')).join(', ')\n  // A Firestore Timestamp, as a listener hands it over.\n  const stamp = raw as { toMillis?: () => number; seconds?: number }\n  if (typeof stamp.toMillis === 'function') return stamp.toMillis()\n  if (typeof stamp.seconds === 'number') return stamp.seconds * 1000\n  return null\n}\n\n/**\n * One page sort per column the query does not order (strategy 3), each\n * reading the cell the way the grid reads it — through the column's own\n * `valueGetter` — so a header sorts by what the reader sees. Skips the\n * query's columns, the actions column and `unsortable`.\n */\nexport function crmPageSorts<Row>(\n  columns: readonly GridColDef[],\n  skip: ReadonlySet<string>,\n): Record<string, ListPageSort<Row>> {\n  const sorts: Record<string, ListPageSort<Row>> = {}\n  for (const column of columns) {\n    if (skip.has(column.field) || column.field === LIST_ACTIONS_FIELD) continue\n    const getter = column.valueGetter as\n      | ((value: unknown, row: Row, column: GridColDef, apiRef: never) => unknown)\n      | undefined\n    sorts[column.field] = (row: Row) => {\n      const raw = (row as Record<string, unknown>)[column.field]\n      return sortValueOf(getter ? getter(raw, row, column, undefined as never) : raw)\n    }\n  }\n  return sorts\n}\n\nexport interface CrmColumnSortOptions<Row> {\n  /** The view the sort is kept in. */\n  views: Pick<CrmSavedViewController, 'setSort'>\n  /** The list's declared orders; the ones with a `column` sort a header on the query. */\n  sorts: readonly ListQuerySort[]\n  /** The order asked while no header is. */\n  defaultSort: ListQuerySort\n  /** What the view asks — `crmViewQuerySort`. */\n  asked: CrmViewQuerySort\n  /** The order the query reads in: the plan's `orderBy`. */\n  orderBy: ListQuerySort\n  rows: readonly Row[]\n  /** The grid's columns, whose other headers sort the page. */\n  columns: readonly GridColDef[]\n  /** A page sort a column needs other than its cell value — a picklist's rank. */\n  pageSorts?: Readonly<Record<string, ListPageSort<Row>>>\n  /** Columns that are row controls, like the actions column (a task's done box). */\n  unsortable?: readonly string[]\n}\n\n/**\n * A CRM list's header sorts: `useListColumnSort` over the list's declared\n * orders and a page sort for every other column, the asked order kept in the\n * view. Hand the result to `ListTable` as `columnSort`, and its `notices` to\n * `ListQueryNotices` beside the plan's.\n */\nexport function useCrmColumnSort<Row>(options: CrmColumnSortOptions<Row>): ListColumnSort<Row> {\n  const { views, sorts, defaultSort, asked, orderBy, rows, columns, pageSorts, unsortable } =\n    options\n  const { setSort } = views\n  const queryColumns = useMemo(\n    () => new Set(sorts.flatMap((sort) => (sort.column ? [sort.column] : []))),\n    [sorts],\n  )\n  const allPageSorts = useMemo(\n    () => ({\n      ...crmPageSorts<Row>(columns, new Set([...queryColumns, ...(unsortable ?? [])])),\n      ...pageSorts,\n    }),\n    [columns, queryColumns, unsortable, pageSorts],\n  )\n  const headers = useMemo(\n    () =>\n      Object.fromEntries(columns.map((column) => [column.field, column.headerName || column.field])),\n    [columns],\n  )\n  // The view keeps a header's order; the default is kept as no sort at all.\n  const onSortChange = useCallback(\n    (next: ListQuerySort | null) =>\n      setSort(\n        next?.column && !same(next, defaultSort)\n          ? { field: next.column, direction: next.direction }\n          : null,\n      ),\n    [setSort, defaultSort],\n  )\n  const columnSort = useListColumnSort<Row>({\n    sorts,\n    defaultSort,\n    sort: asked.sort,\n    onSortChange,\n    orderBy,\n    rows,\n    pageSorts: allPageSorts,\n    headers,\n  })\n  const unserved = asked.unserved\n  const notices = useMemo(\n    () =>\n      unserved\n        ? [\n            ...columnSort.notices,\n            `This view is saved sorted by ${headers[unserved.field] ?? unserved.field}, which the list's query cannot order by: it is shown in the list's own order. Click the header to sort the rows on this page.`,\n          ]\n        : columnSort.notices,\n    [columnSort.notices, unserved, headers],\n  )\n  return useMemo(() => ({ ...columnSort, notices }), [columnSort, notices])\n}\n\nexport default useCrmColumnSort\n"],"names":["LIST_ACTIONS_FIELD","useListColumnSort","useCallback","useMemo","same","a","b","Boolean","path","direction","crmViewQuerySort","sorts","viewSort","defaultSort","sort","unserved","declared","find","column","field","sortValueOf","raw","undefined","Date","Array","isArray","map","entry","String","join","stamp","toMillis","seconds","crmPageSorts","columns","skip","has","getter","valueGetter","row","useCrmColumnSort","options","views","asked","orderBy","rows","pageSorts","unsortable","setSort","queryColumns","Set","flatMap","allPageSorts","headers","Object","fromEntries","headerName","onSortChange","next","columnSort","notices"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAGA,SAASA,kBAAkB,QAAQ,uDAAsD;AACzF,SAEEC,iBAAiB,QACZ,kDAAiD;AAOxD,SAASC,WAAW,EAAEC,OAAO,QAAQ,QAAO;AAG5C;;;;;;;;;;;;;;;;;;;;;CAqBC,GAED,MAAMC,OAAO,CAACC,GAAqCC,IACjDC,QAAQF,KAAKC,KAAKD,EAAEG,IAAI,KAAKF,EAAEE,IAAI,IAAIH,EAAEI,SAAS,KAAKH,EAAEG,SAAS;AASpE;;;CAGC,GACD,OAAO,SAASC,iBACdC,KAA+B,EAC/BC,QAAwC,EACxCC,WAA0B;IAE1B,IAAI,CAACD,UAAU,OAAO;QAAEE,MAAMD;QAAaE,UAAU;IAAK;IAC1D,MAAMC,WAAWL,MAAMM,IAAI,CACzB,CAACH,OAASA,KAAKI,MAAM,KAAKN,SAASO,KAAK,IAAIL,KAAKL,SAAS,KAAKG,SAASH,SAAS;IAEnF,OAAOO,WAAW;QAAEF,MAAME;QAAUD,UAAU;IAAK,IAAI;QAAED,MAAMD;QAAaE,UAAUH;IAAS;AACjG;AAEA,6CAA6C,GAC7C,SAASQ,YAAYC,GAAY;IAC/B,IAAIA,QAAQ,QAAQA,QAAQC,WAAW,OAAO;IAC9C,IACE,OAAOD,QAAQ,YACf,OAAOA,QAAQ,YACf,OAAOA,QAAQ,aACfA,eAAeE,MACf;QACA,OAAOF;IACT;IACA,IAAIG,MAAMC,OAAO,CAACJ,MAAM,OAAOA,IAAIK,GAAG,CAAC,CAACC,QAAUC,OAAOD,gBAAAA,QAAS,KAAKE,IAAI,CAAC;IAC5E,sDAAsD;IACtD,MAAMC,QAAQT;IACd,IAAI,OAAOS,MAAMC,QAAQ,KAAK,YAAY,OAAOD,MAAMC,QAAQ;IAC/D,IAAI,OAAOD,MAAME,OAAO,KAAK,UAAU,OAAOF,MAAME,OAAO,GAAG;IAC9D,OAAO;AACT;AAEA;;;;;CAKC,GACD,OAAO,SAASC,aACdC,OAA8B,EAC9BC,IAAyB;IAEzB,MAAMxB,QAA2C,CAAC;IAClD,KAAK,MAAMO,UAAUgB,QAAS;QAC5B,IAAIC,KAAKC,GAAG,CAAClB,OAAOC,KAAK,KAAKD,OAAOC,KAAK,KAAKnB,oBAAoB;QACnE,MAAMqC,SAASnB,OAAOoB,WAAW;QAGjC3B,KAAK,CAACO,OAAOC,KAAK,CAAC,GAAG,CAACoB;YACrB,MAAMlB,MAAM,AAACkB,GAA+B,CAACrB,OAAOC,KAAK,CAAC;YAC1D,OAAOC,YAAYiB,SAASA,OAAOhB,KAAKkB,KAAKrB,QAAQI,aAAsBD;QAC7E;IACF;IACA,OAAOV;AACT;AAsBA;;;;;CAKC,GACD,OAAO,SAAS6B,iBAAsBC,OAAkC;IACtE,MAAM,EAAEC,KAAK,EAAE/B,KAAK,EAAEE,WAAW,EAAE8B,KAAK,EAAEC,OAAO,EAAEC,IAAI,EAAEX,OAAO,EAAEY,SAAS,EAAEC,UAAU,EAAE,GACvFN;IACF,MAAM,EAAEO,OAAO,EAAE,GAAGN;IACpB,MAAMO,eAAe9C,QACnB,IAAM,IAAI+C,IAAIvC,MAAMwC,OAAO,CAAC,CAACrC,OAAUA,KAAKI,MAAM,GAAG;gBAACJ,KAAKI,MAAM;aAAC,GAAG,EAAE,IACvE;QAACP;KAAM;IAET,MAAMyC,eAAejD,QACnB,IAAO,aACF8B,aAAkBC,SAAS,IAAIgB,IAAI;eAAID;eAAkBF,qBAAAA,aAAc,EAAE;SAAE,IAC3ED,YAEL;QAACZ;QAASe;QAAcF;QAAYD;KAAU;IAEhD,MAAMO,UAAUlD,QACd,IACEmD,OAAOC,WAAW,CAACrB,QAAQR,GAAG,CAAC,CAACR,SAAW;gBAACA,OAAOC,KAAK;gBAAED,OAAOsC,UAAU,IAAItC,OAAOC,KAAK;aAAC,IAC9F;QAACe;KAAQ;IAEX,0EAA0E;IAC1E,MAAMuB,eAAevD,YACnB,CAACwD,OACCV,QACEU,CAAAA,wBAAAA,KAAMxC,MAAM,KAAI,CAACd,KAAKsD,MAAM7C,eACxB;YAAEM,OAAOuC,KAAKxC,MAAM;YAAET,WAAWiD,KAAKjD,SAAS;QAAC,IAChD,OAER;QAACuC;QAASnC;KAAY;IAExB,MAAM8C,aAAa1D,kBAAuB;QACxCU;QACAE;QACAC,MAAM6B,MAAM7B,IAAI;QAChB2C;QACAb;QACAC;QACAC,WAAWM;QACXC;IACF;IACA,MAAMtC,WAAW4B,MAAM5B,QAAQ;IAC/B,MAAM6C,UAAUzD,QACd;YAIwCkD;eAHtCtC,WACI;eACK4C,WAAWC,OAAO;YACrB,CAAC,6BAA6B,GAAEP,0BAAAA,OAAO,CAACtC,SAASI,KAAK,CAAC,YAAvBkC,0BAA2BtC,SAASI,KAAK,CAAC,8HAA8H,CAAC;SAC1M,GACDwC,WAAWC,OAAO;OACxB;QAACD,WAAWC,OAAO;QAAE7C;QAAUsC;KAAQ;IAEzC,OAAOlD,QAAQ,IAAO,aAAKwD;YAAYC;YAAY;QAACD;QAAYC;KAAQ;AAC1E;AAEA,eAAepB,iBAAgB"}

package/src/lib/hooks/use-crm-tasks.d.ts

@@ -16,7 +16,7 @@
  */
 import { type CrmTask } from '@aglyn/aglyn';
 import type { ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
-import type { ListQueryPlan } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import type { ListQueryPlan, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
 import { type CrmTaskView } from '../model/task-views';
 /** A task as the console lists it: the document plus its id. */
 export type CrmTaskRow = CrmTask & {
@@ -74,6 +74,11 @@ export declare function useCrmTaskList(options: {
     /** The Filters panel's clauses, the view's own excluded. */
     clauses?: readonly ListFilterRequest[];
     search?: readonly string[];
+    /**
+     * A header's order (AGL-3680), one of `TASK_LIST_SORTS`; absent, the
+     * view's own — Due soonest first, Done most recently due first.
+     */
+    sort?: ListQuerySort | null;
 }): CrmTaskPageResult;
 /**
  * How many of one record's tasks a card reads. A person with more than fifty

package/src/lib/hooks/use-crm-tasks.js

@@ -17,7 +17,7 @@
 import { useFirestore, useFirestoreCollection } from "@aglyn/tenant-feature-instance";
 import { collection, limit, orderBy, query, where } from "firebase/firestore";
 import { useEffect, useMemo, useState } from "react";
-import { crmTaskViewBase, crmTaskViewPlan, orderTaskRows, TASK_LIST_DECLARATION } from "../model/task-views.js";
+import { crmTaskViewBase, crmTaskViewPlan, crmTaskViewSort, orderTaskRows, TASK_LIST_DECLARATION } from "../model/task-views.js";
 import { useCrmFoldsScope, useCrmListQuery } from "./use-crm-list-query.js";
 import { crmVisibleToClause, useCrmScope } from "./use-crm-scope.js";
 /**
@@ -46,6 +46,7 @@ import { crmVisibleToClause, useCrmScope } from "./use-crm-scope.js";
  * query for `assigneeUid == ''` would be a real read that could only answer
  * nothing.
  */ export function useCrmTaskList(options) {
+    var _options_sort;
     const { hostId, org, view, uid, nowMs, clauses = NO_CLAUSES, search = NO_WORDS } = options;
     // The org root and the reader's tokens from the one scope hook (AGL-2614)
     // — the same expression the contacts list runs, so a task listed beside a
@@ -65,12 +66,10 @@ import { crmVisibleToClause, useCrmScope } from "./use-crm-scope.js";
     const base = useMemo(()=>crmTaskViewBase(plan), [
         plan
     ]);
-    const sort = useMemo(()=>({
-            path: 'dueAtMs',
-            direction: plan.direction
-        }), [
-        plan.direction
+    const viewSort = useMemo(()=>crmTaskViewSort(plan), [
+        plan
     ]);
+    const sort = (_options_sort = options.sort) != null ? _options_sort : viewSort;
     const foldsScope = useCrmFoldsScope(orgId, readTokens);
     const paged = useCrmListQuery({
         scope,
@@ -84,8 +83,11 @@ import { crmVisibleToClause, useCrmScope } from "./use-crm-scope.js";
         base,
         enabled: plan.assigneeUid === undefined || Boolean(plan.assigneeUid)
     });
-    const tasks = useMemo(()=>orderTaskRows(paged.rows), [
-        paged.rows
+    // Undated last only under the Due order; a header's order is the query's.
+    const orderedByDue = paged.plan.orderBy.path === 'dueAtMs';
+    const tasks = useMemo(()=>orderedByDue ? orderTaskRows(paged.rows) : paged.rows, [
+        paged.rows,
+        orderedByDue
     ]);
     return {
         tasks,

package/src/lib/hooks/use-crm-tasks.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-tasks.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 { CRM_COLLECTIONS, type CrmTask } from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  collection,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useEffect, useMemo, useState } from 'react'\nimport type { ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type { ListQueryPlan } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  type CrmTaskView,\n  crmTaskViewBase,\n  crmTaskViewPlan,\n  orderTaskRows,\n  TASK_LIST_DECLARATION,\n} from '../model/task-views'\nimport { useCrmFoldsScope, useCrmListQuery } from './use-crm-list-query'\nimport { crmVisibleToClause, useCrmScope } from './use-crm-scope'\n\n/** A task as the console lists it: the document plus its id. */\nexport type CrmTaskRow = CrmTask & { $id: string }\n\n/**\n * The reader's clock, refreshed once a minute (AGL-2599).\n *\n * \"Overdue\" and \"today\" are computed at read time against this value, so a\n * tab left open across midnight repaints yesterday's work red without a\n * reload. A minute is coarse enough that the re-render is invisible and fine\n * enough that a task due at 9:00 does not read as upcoming at 9:05.\n */\nexport function useNowMs(): number {\n  const [nowMs, setNowMs] = useState(() => Date.now())\n  useEffect(() => {\n    const timer = setInterval(() => setNowMs(Date.now()), 60_000)\n    return () => clearInterval(timer)\n  }, [])\n  return nowMs\n}\n\nexport interface CrmTaskListResult {\n  tasks: CrmTaskRow[]\n  status: 'loading' | 'success' | 'error'\n  /** The rows are unconfirmed by the server — what a guarded write reads. */\n  fromCache: boolean\n  /** The window filled up; there are tasks this view is not showing. */\n  truncated: boolean\n  scope: readonly [string, string] | null\n  orgId: string | null | undefined\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  readTokens: readonly string[] | null\n}\n\n/** One page of the tasks list, and what its query held. */\nexport interface CrmTaskPageResult extends CrmTaskListResult {\n  /** What the query holds, what it refused and why (AGL-3321). */\n  plan: ListQueryPlan\n  hasMore: boolean\n  page: number\n  setPage: (page: number) => void\n  pageSize: number\n  setPageSize: (pageSize: number) => void\n}\n\n/**\n * One view of the tasks section, PAGED BY ITS QUERY (AGL-3321).\n *\n * The plan comes from `crmTaskViewPlan`, so the hook holds no opinion about\n * what \"today\" means; the view's predicates are the query's base beside the\n * scope clause, and Kind, Priority, Assignee and the search word are planned\n * onto the same query — every page a page of matches, none narrowed in\n * memory. \"My tasks\" opens no listener until the reader's uid is known — a\n * query for `assigneeUid == ''` would be a real read that could only answer\n * nothing.\n */\nexport function useCrmTaskList(options: {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  view: CrmTaskView\n  uid: string | null | undefined\n  nowMs: number\n  /** The Filters panel's clauses, the view's own excluded. */\n  clauses?: readonly ListFilterRequest[]\n  search?: readonly string[]\n}): CrmTaskPageResult {\n  const { hostId, org, view, uid, nowMs, clauses = NO_CLAUSES, search = NO_WORDS } = options\n  // The org root and the reader's tokens from the one scope hook (AGL-2614)\n  // — the same expression the contacts list runs, so a task listed beside a\n  // contact is scoped by exactly the predicate that admitted the contact.\n  const { scope, orgId, visibleTo: readTokens } = useCrmScope({ hostId, org })\n  const plan = useMemo(\n    () => crmTaskViewPlan(view, { nowMs, uid }),\n    [view, nowMs, uid],\n  )\n  const base = useMemo(() => crmTaskViewBase(plan), [plan])\n  const sort = useMemo(\n    () => ({ path: 'dueAtMs', direction: plan.direction }),\n    [plan.direction],\n  )\n  const foldsScope = useCrmFoldsScope(orgId, readTokens)\n  const paged = useCrmListQuery<CrmTaskRow>({\n    scope,\n    collection: CRM_COLLECTIONS.tasks,\n    visibleTo: readTokens,\n    foldsScope,\n    declaration: TASK_LIST_DECLARATION,\n    clauses,\n    search,\n    sort,\n    base,\n    enabled: plan.assigneeUid === undefined || Boolean(plan.assigneeUid),\n  })\n  const tasks = useMemo(() => orderTaskRows(paged.rows), [paged.rows])\n  return {\n    tasks,\n    status: paged.status,\n    fromCache: paged.fromCache,\n    truncated: paged.hasMore,\n    scope,\n    orgId,\n    readTokens,\n    plan: paged.plan,\n    hasMore: paged.hasMore,\n    page: paged.page,\n    setPage: paged.setPage,\n    pageSize: paged.pageSize,\n    setPageSize: paged.setPageSize,\n  }\n}\n\nconst NO_CLAUSES: readonly ListFilterRequest[] = []\nconst NO_WORDS: readonly string[] = []\n\n/**\n * How many of one record's tasks a card reads. A person with more than fifty\n * open tasks about one contact has a different problem than a short list.\n */\nexport const CRM_RECORD_TASK_LIMIT = 50\n\n/** Which record a task list is FOR — exactly one of the three. */\nexport interface CrmRecordRef {\n  contactId?: string\n  companyId?: string\n  dealId?: string\n}\n\n/**\n * The tasks that hang off one contact, company or deal, open and done\n * together, soonest due first.\n *\n * Rides the per-record indexes — `(visibleTo, contactId, dueAtMs)` and its\n * two siblings — with no status clause, because the card shows the open ones\n * and counts the rest, and two listeners for one short list is one too many.\n */\nexport function useCrmRecordTasks(options: {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  record: CrmRecordRef\n}): CrmTaskListResult {\n  const { hostId, org, record } = options\n  const firestore = useFirestore()\n  const { scope, orgId, visibleTo: readTokens } = useCrmScope({ hostId, org })\n  const field = record.contactId\n    ? 'contactId'\n    : record.companyId\n      ? 'companyId'\n      : record.dealId\n        ? 'dealId'\n        : null\n  const id = field ? record[field] : undefined\n  const { data, status, fromCache } = useFirestoreCollection<CrmTaskRow>(\n    () => {\n      if (!scope || !field || !id) return null\n      return query(\n        collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks),\n        ...crmVisibleToClause(readTokens),\n        where(field, '==', id),\n        orderBy('dueAtMs', 'asc'),\n        limit(CRM_RECORD_TASK_LIMIT),\n      )\n    },\n    [firestore, scope, readTokens, field, id],\n    { idField: '$id' },\n  )\n  const tasks = useMemo(() => orderTaskRows(data ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-tasks.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 { CRM_COLLECTIONS, type CrmTask } from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  collection,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useEffect, useMemo, useState } from 'react'\nimport type { ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type { ListQueryPlan, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  type CrmTaskView,\n  crmTaskViewBase,\n  crmTaskViewPlan,\n  crmTaskViewSort,\n  orderTaskRows,\n  TASK_LIST_DECLARATION,\n} from '../model/task-views'\nimport { useCrmFoldsScope, useCrmListQuery } from './use-crm-list-query'\nimport { crmVisibleToClause, useCrmScope } from './use-crm-scope'\n\n/** A task as the console lists it: the document plus its id. */\nexport type CrmTaskRow = CrmTask & { $id: string }\n\n/**\n * The reader's clock, refreshed once a minute (AGL-2599).\n *\n * \"Overdue\" and \"today\" are computed at read time against this value, so a\n * tab left open across midnight repaints yesterday's work red without a\n * reload. A minute is coarse enough that the re-render is invisible and fine\n * enough that a task due at 9:00 does not read as upcoming at 9:05.\n */\nexport function useNowMs(): number {\n  const [nowMs, setNowMs] = useState(() => Date.now())\n  useEffect(() => {\n    const timer = setInterval(() => setNowMs(Date.now()), 60_000)\n    return () => clearInterval(timer)\n  }, [])\n  return nowMs\n}\n\nexport interface CrmTaskListResult {\n  tasks: CrmTaskRow[]\n  status: 'loading' | 'success' | 'error'\n  /** The rows are unconfirmed by the server — what a guarded write reads. */\n  fromCache: boolean\n  /** The window filled up; there are tasks this view is not showing. */\n  truncated: boolean\n  scope: readonly [string, string] | null\n  orgId: string | null | undefined\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  readTokens: readonly string[] | null\n}\n\n/** One page of the tasks list, and what its query held. */\nexport interface CrmTaskPageResult extends CrmTaskListResult {\n  /** What the query holds, what it refused and why (AGL-3321). */\n  plan: ListQueryPlan\n  hasMore: boolean\n  page: number\n  setPage: (page: number) => void\n  pageSize: number\n  setPageSize: (pageSize: number) => void\n}\n\n/**\n * One view of the tasks section, PAGED BY ITS QUERY (AGL-3321).\n *\n * The plan comes from `crmTaskViewPlan`, so the hook holds no opinion about\n * what \"today\" means; the view's predicates are the query's base beside the\n * scope clause, and Kind, Priority, Assignee and the search word are planned\n * onto the same query — every page a page of matches, none narrowed in\n * memory. \"My tasks\" opens no listener until the reader's uid is known — a\n * query for `assigneeUid == ''` would be a real read that could only answer\n * nothing.\n */\nexport function useCrmTaskList(options: {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  view: CrmTaskView\n  uid: string | null | undefined\n  nowMs: number\n  /** The Filters panel's clauses, the view's own excluded. */\n  clauses?: readonly ListFilterRequest[]\n  search?: readonly string[]\n  /**\n   * A header's order (AGL-3680), one of `TASK_LIST_SORTS`; absent, the\n   * view's own — Due soonest first, Done most recently due first.\n   */\n  sort?: ListQuerySort | null\n}): CrmTaskPageResult {\n  const { hostId, org, view, uid, nowMs, clauses = NO_CLAUSES, search = NO_WORDS } = options\n  // The org root and the reader's tokens from the one scope hook (AGL-2614)\n  // — the same expression the contacts list runs, so a task listed beside a\n  // contact is scoped by exactly the predicate that admitted the contact.\n  const { scope, orgId, visibleTo: readTokens } = useCrmScope({ hostId, org })\n  const plan = useMemo(\n    () => crmTaskViewPlan(view, { nowMs, uid }),\n    [view, nowMs, uid],\n  )\n  const base = useMemo(() => crmTaskViewBase(plan), [plan])\n  const viewSort = useMemo(() => crmTaskViewSort(plan), [plan])\n  const sort = options.sort ?? viewSort\n  const foldsScope = useCrmFoldsScope(orgId, readTokens)\n  const paged = useCrmListQuery<CrmTaskRow>({\n    scope,\n    collection: CRM_COLLECTIONS.tasks,\n    visibleTo: readTokens,\n    foldsScope,\n    declaration: TASK_LIST_DECLARATION,\n    clauses,\n    search,\n    sort,\n    base,\n    enabled: plan.assigneeUid === undefined || Boolean(plan.assigneeUid),\n  })\n  // Undated last only under the Due order; a header's order is the query's.\n  const orderedByDue = paged.plan.orderBy.path === 'dueAtMs'\n  const tasks = useMemo(\n    () => (orderedByDue ? orderTaskRows(paged.rows) : paged.rows),\n    [paged.rows, orderedByDue],\n  )\n  return {\n    tasks,\n    status: paged.status,\n    fromCache: paged.fromCache,\n    truncated: paged.hasMore,\n    scope,\n    orgId,\n    readTokens,\n    plan: paged.plan,\n    hasMore: paged.hasMore,\n    page: paged.page,\n    setPage: paged.setPage,\n    pageSize: paged.pageSize,\n    setPageSize: paged.setPageSize,\n  }\n}\n\nconst NO_CLAUSES: readonly ListFilterRequest[] = []\nconst NO_WORDS: readonly string[] = []\n\n/**\n * How many of one record's tasks a card reads. A person with more than fifty\n * open tasks about one contact has a different problem than a short list.\n */\nexport const CRM_RECORD_TASK_LIMIT = 50\n\n/** Which record a task list is FOR — exactly one of the three. */\nexport interface CrmRecordRef {\n  contactId?: string\n  companyId?: string\n  dealId?: string\n}\n\n/**\n * The tasks that hang off one contact, company or deal, open and done\n * together, soonest due first.\n *\n * Rides the per-record indexes — `(visibleTo, contactId, dueAtMs)` and its\n * two siblings — with no status clause, because the card shows the open ones\n * and counts the rest, and two listeners for one short list is one too many.\n */\nexport function useCrmRecordTasks(options: {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  record: CrmRecordRef\n}): CrmTaskListResult {\n  const { hostId, org, record } = options\n  const firestore = useFirestore()\n  const { scope, orgId, visibleTo: readTokens } = useCrmScope({ hostId, org })\n  const field = record.contactId\n    ? 'contactId'\n    : record.companyId\n      ? 'companyId'\n      : record.dealId\n        ? 'dealId'\n        : null\n  const id = field ? record[field] : undefined\n  const { data, status, fromCache } = useFirestoreCollection<CrmTaskRow>(\n    () => {\n      if (!scope || !field || !id) return null\n      return query(\n        collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks),\n        ...crmVisibleToClause(readTokens),\n        where(field, '==', id),\n        orderBy('dueAtMs', 'asc'),\n        limit(CRM_RECORD_TASK_LIMIT),\n      )\n    },\n    [firestore, scope, readTokens, field, id],\n    { idField: '$id' },\n  )\n  const tasks = useMemo(() => orderTaskRows(data ?? []), [data])\n  return {\n    tasks,\n    status,\n    fromCache,\n    truncated: (data?.length ?? 0) >= CRM_RECORD_TASK_LIMIT,\n    scope,\n    orgId,\n    readTokens,\n  }\n}\n"],"names":["CRM_COLLECTIONS","useFirestore","useFirestoreCollection","collection","limit","orderBy","query","where","useEffect","useMemo","useState","crmTaskViewBase","crmTaskViewPlan","crmTaskViewSort","orderTaskRows","TASK_LIST_DECLARATION","useCrmFoldsScope","useCrmListQuery","crmVisibleToClause","useCrmScope","useNowMs","nowMs","setNowMs","Date","now","timer","setInterval","clearInterval","useCrmTaskList","options","hostId","org","view","uid","clauses","NO_CLAUSES","search","NO_WORDS","scope","orgId","visibleTo","readTokens","plan","base","viewSort","sort","foldsScope","paged","tasks","declaration","enabled","assigneeUid","undefined","Boolean","orderedByDue","path","rows","status","fromCache","truncated","hasMore","page","setPage","pageSize","setPageSize","CRM_RECORD_TASK_LIMIT","useCrmRecordTasks","record","firestore","field","contactId","companyId","dealId","id","data","idField","length"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,eAAe,QAAsB,eAAc;AAC5D,SACEC,YAAY,EACZC,sBAAsB,QACjB,iCAAgC;AACvC,SACEC,UAAU,EACVC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAC3B,SAASC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAGpD,SAEEC,eAAe,EACfC,eAAe,EACfC,eAAe,EACfC,aAAa,EACbC,qBAAqB,QAChB,yBAAqB;AAC5B,SAASC,gBAAgB,EAAEC,eAAe,QAAQ,0BAAsB;AACxE,SAASC,kBAAkB,EAAEC,WAAW,QAAQ,qBAAiB;AAKjE;;;;;;;CAOC,GACD,OAAO,SAASC;IACd,MAAM,CAACC,OAAOC,SAAS,GAAGZ,SAAS,IAAMa,KAAKC,GAAG;IACjDhB,UAAU;QACR,MAAMiB,QAAQC,YAAY,IAAMJ,SAASC,KAAKC,GAAG,KAAK;QACtD,OAAO,IAAMG,cAAcF;IAC7B,GAAG,EAAE;IACL,OAAOJ;AACT;AA0BA;;;;;;;;;;CAUC,GACD,OAAO,SAASO,eAAeC,OAe9B;QAYcA;IAXb,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,IAAI,EAAEC,GAAG,EAAEZ,KAAK,EAAEa,UAAUC,UAAU,EAAEC,SAASC,QAAQ,EAAE,GAAGR;IACnF,0EAA0E;IAC1E,0EAA0E;IAC1E,wEAAwE;IACxE,MAAM,EAAES,KAAK,EAAEC,KAAK,EAAEC,WAAWC,UAAU,EAAE,GAAGtB,YAAY;QAAEW;QAAQC;IAAI;IAC1E,MAAMW,OAAOjC,QACX,IAAMG,gBAAgBoB,MAAM;YAAEX;YAAOY;QAAI,IACzC;QAACD;QAAMX;QAAOY;KAAI;IAEpB,MAAMU,OAAOlC,QAAQ,IAAME,gBAAgB+B,OAAO;QAACA;KAAK;IACxD,MAAME,WAAWnC,QAAQ,IAAMI,gBAAgB6B,OAAO;QAACA;KAAK;IAC5D,MAAMG,QAAOhB,gBAAAA,QAAQgB,IAAI,YAAZhB,gBAAgBe;IAC7B,MAAME,aAAa9B,iBAAiBuB,OAAOE;IAC3C,MAAMM,QAAQ9B,gBAA4B;QACxCqB;QACAnC,YAAYH,gBAAgBgD,KAAK;QACjCR,WAAWC;QACXK;QACAG,aAAalC;QACbmB;QACAE;QACAS;QACAF;QACAO,SAASR,KAAKS,WAAW,KAAKC,aAAaC,QAAQX,KAAKS,WAAW;IACrE;IACA,0EAA0E;IAC1E,MAAMG,eAAeP,MAAML,IAAI,CAACrC,OAAO,CAACkD,IAAI,KAAK;IACjD,MAAMP,QAAQvC,QACZ,IAAO6C,eAAexC,cAAciC,MAAMS,IAAI,IAAIT,MAAMS,IAAI,EAC5D;QAACT,MAAMS,IAAI;QAAEF;KAAa;IAE5B,OAAO;QACLN;QACAS,QAAQV,MAAMU,MAAM;QACpBC,WAAWX,MAAMW,SAAS;QAC1BC,WAAWZ,MAAMa,OAAO;QACxBtB;QACAC;QACAE;QACAC,MAAMK,MAAML,IAAI;QAChBkB,SAASb,MAAMa,OAAO;QACtBC,MAAMd,MAAMc,IAAI;QAChBC,SAASf,MAAMe,OAAO;QACtBC,UAAUhB,MAAMgB,QAAQ;QACxBC,aAAajB,MAAMiB,WAAW;IAChC;AACF;AAEA,MAAM7B,aAA2C,EAAE;AACnD,MAAME,WAA8B,EAAE;AAEtC;;;CAGC,GACD,OAAO,MAAM4B,wBAAwB,GAAE;AASvC;;;;;;;CAOC,GACD,OAAO,SAASC,kBAAkBrC,OAKjC;;IACC,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEoC,MAAM,EAAE,GAAGtC;IAChC,MAAMuC,YAAYnE;IAClB,MAAM,EAAEqC,KAAK,EAAEC,KAAK,EAAEC,WAAWC,UAAU,EAAE,GAAGtB,YAAY;QAAEW;QAAQC;IAAI;IAC1E,MAAMsC,QAAQF,OAAOG,SAAS,GAC1B,cACAH,OAAOI,SAAS,GACd,cACAJ,OAAOK,MAAM,GACX,WACA;IACR,MAAMC,KAAKJ,QAAQF,MAAM,CAACE,MAAM,GAAGjB;IACnC,MAAM,EAAEsB,IAAI,EAAEjB,MAAM,EAAEC,SAAS,EAAE,GAAGxD,uBAClC;QACE,IAAI,CAACoC,SAAS,CAAC+B,SAAS,CAACI,IAAI,OAAO;QACpC,OAAOnE,MACLH,WAAWiE,WAAW9B,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEtC,gBAAgBgD,KAAK,MAC5D9B,mBAAmBuB,aACtBlC,MAAM8D,OAAO,MAAMI,KACnBpE,QAAQ,WAAW,QACnBD,MAAM6D;IAEV,GACA;QAACG;QAAW9B;QAAOG;QAAY4B;QAAOI;KAAG,EACzC;QAAEE,SAAS;IAAM;IAEnB,MAAM3B,QAAQvC,QAAQ,IAAMK,cAAc4D,eAAAA,OAAQ,EAAE,GAAG;QAACA;KAAK;IAC7D,OAAO;QACL1B;QACAS;QACAC;QACAC,WAAW,SAACe,wBAAAA,KAAME,MAAM,mBAAI,MAAMX;QAClC3B;QACAC;QACAE;IACF;AACF"}

package/src/lib/model/crm-list-query.d.ts

@@ -90,6 +90,12 @@ export declare function crmSelectField(column: string, path?: string): ListFilte
 export declare function crmClientListFields(collection: CrmListCollection, record: Readonly<Record<string, unknown>>, patch: Readonly<Record<string, unknown>>, fields: readonly string[], context?: CrmListFieldsContext): Record<string, unknown>;
 /** The search fields every CRM record carries — what a client edit of searched text rewrites. */
 export declare const CRM_CLIENT_SEARCH_FIELDS: readonly ["searchTokens", "scopedSearchTokens"];
+/**
+ * The header sort keys a client edit of their inputs rewrites (AGL-3680) —
+ * see `crmSortKey` in `@aglyn/aglyn`. `crmClientListFields` writes only the
+ * ones the collection computes, so one list serves every edit.
+ */
+export declare const CRM_CLIENT_SORT_FIELDS: readonly ["nameSortKey", "companyLower", "jobTitleLower", "titleLower", "amountSortCents", "expectedCloseSortAtMs", "priorityRank"];
 /**
  * The list fields a deal's contact roles are found by (AGL-3521) — what a
  * client write of `contactRoles` or `contactId` rewrites beside them.

package/src/lib/model/crm-list-query.js

@@ -179,6 +179,19 @@ const sameClause = (a, b)=>a.field === b.field && a.op === b.op && a.value === b
     'searchTokens',
     'scopedSearchTokens'
 ];
+/**
+ * The header sort keys a client edit of their inputs rewrites (AGL-3680) —
+ * see `crmSortKey` in `@aglyn/aglyn`. `crmClientListFields` writes only the
+ * ones the collection computes, so one list serves every edit.
+ */ export const CRM_CLIENT_SORT_FIELDS = [
+    'nameSortKey',
+    'companyLower',
+    'jobTitleLower',
+    'titleLower',
+    'amountSortCents',
+    'expectedCloseSortAtMs',
+    'priorityRank'
+];
 /**
  * The list fields a deal's contact roles are found by (AGL-3521) — what a
  * client write of `contactRoles` or `contactId` rewrites beside them.

package/src/lib/model/crm-list-query.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-list-query.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  CRM_SCOPED_SEARCH_TOKENS_FIELD,\n  CRM_SEARCH_TOKENS_FIELD,\n  type CrmListCollection,\n  type CrmListFieldsContext,\n  crmListFields,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { scopedSearch } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type { ListFilterOption } from '@aglyn/shared-util-tools/list-query/list-filter-codecs'\nimport { listQueryRefusals } from '@aglyn/shared-util-tools/list-query/list-query-refusals'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQueryPlan,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\n\n/*\n * THE CRM LISTS ON THEIR QUERIES (AGL-3321).\n *\n * Every CRM list — Leads, Contacts, Companies, Deals, Tasks — declares its\n * filterable fields, its one order and its search as a\n * `ListQueryDeclaration`, and `planListQuery` puts every clause and the\n * search word on ONE Firestore query paged by `useListQuery`. What a query\n * cannot hold is refused by name (`ListQueryNotices`), never matched over\n * the rows a page happened to load.\n *\n * This module is what the five share: the search every CRM record carries\n * (`searchTokens`, and `scopedSearchTokens` under a site — see\n * `crmListFields` in `@aglyn/aglyn`), the scope clause as the plan's base,\n * a stored clause translated to the one its query asks, and the refusals\n * read back through the clause the reader set.\n */\n\n/** Every CRM list's quick search: the tokens every writer stamps. */\nexport const CRM_LIST_SEARCH: NonNullable<ListQueryDeclaration['search']> = {\n  tokensPath: CRM_SEARCH_TOKENS_FIELD,\n  scoped: scopedSearch(CRM_SCOPED_SEARCH_TOKENS_FIELD),\n}\n\n/**\n * The scope clause as the plan's base: `visibleTo array-contains-any` over\n * the reader's tokens under a site, nothing at the organization level\n * (`null` tokens), where an org-wide member's listeners carry none.\n */\nexport function crmListBase(visibleTo: readonly string[] | null): ListQueryFilter[] {\n  return visibleTo ? [{ path: 'visibleTo', op: 'array-contains-any', value: [...visibleTo] }] : []\n}\n\n/** The base's shape, for `listQueryIndexes`: the scope clause is an array clause. */\nexport const CRM_LIST_BASE_INDEX = [{ path: 'visibleTo', array: true }] as const\n\n/**\n * The declaration a reader may run.\n *\n * Under a site the search folds into the scope clause (`search.scoped`),\n * and a query without `visibleTo` is one the rules can prove only for an\n * ORG-WIDE member — `canReadScoped()` short-circuits on it, and for anybody\n * else inspects `visibleTo`, which the folded query no longer constrains.\n * A member whose reach is some sites keeps the scope clause, and the plan\n * refuses their search by name rather than sending a query the rules deny.\n */\nexport function crmListDeclarationFor(\n  declaration: ListQueryDeclaration,\n  foldsScope: boolean,\n): ListQueryDeclaration {\n  if (foldsScope || !declaration.search?.scoped) return declaration\n  return { ...declaration, search: { tokensPath: declaration.search.tokensPath } }\n}\n\n/*------------------------------------------\n * WHAT A LIST STORES, AND WHAT IT ASKS.\n *\n * A saved view stores clauses in the grid's grammar — \"Status is Open\",\n * \"Owner is Dana\", \"Lead source is none\" — and some of them name no stored\n * field one query can ask as it is: Open is two statuses, an owner under a\n * site is that holder's facet key, a lead source is compared by its key. A\n * list translates each stored clause into the clause its query asks, plans\n * those, and reads the plan's refusals back through the stored clause, so\n * the notice names what the reader set (\"Status is Open is not applied\")\n * and never the field it was translated to.\n *-----------------------------------------*/\n\n/** How one stored clause is asked: a query clause, or why it cannot be. */\nexport type CrmClauseAsked = ListFilterRequest | { refused: string }\n\nexport interface CrmAskedClauses {\n  /** What the plan is asked, in the order the reader set them. */\n  clauses: ListFilterRequest[]\n  /** The stored clause each asked one stands for, index for index. */\n  origins: ListFilterRequest[]\n  /** Stored clauses refused before the plan saw them, with why. */\n  refused: Array<{ clause: ListFilterRequest; reason: string }>\n}\n\n/** Every stored clause through `ask`, keeping where each came from. */\nexport function crmAskClauses(\n  stored: readonly ListFilterRequest[],\n  ask: (clause: ListFilterRequest) => CrmClauseAsked,\n): CrmAskedClauses {\n  const clauses: ListFilterRequest[] = []\n  const origins: ListFilterRequest[] = []\n  const refused: CrmAskedClauses['refused'] = []\n  for (const clause of stored) {\n    const asked = ask(clause)\n    if ('refused' in asked) {\n      refused.push({ clause, reason: asked.refused })\n    } else {\n      clauses.push(asked)\n      origins.push(clause)\n    }\n  }\n  return { clauses, origins, refused }\n}\n\nconst sameClause = (a: ListFilterRequest, b: ListFilterRequest): boolean =>\n  a.field === b.field && a.op === b.op && a.value === b.value\n\n/**\n * The plan's refusals and the translation's, each named by the clause the\n * reader SET, as `ListQueryNotices` takes them — through the platform's one\n * wording (`listQueryRefusals`), so a notice and its chip read alike.\n */\nexport function crmQueryRefusals(\n  plan: Pick<ListQueryPlan, 'refused'>,\n  asked: CrmAskedClauses,\n  context: {\n    fields: readonly ListFilterField[]\n    headers?: Readonly<Record<string, string>>\n    options?: Readonly<Record<string, readonly ListFilterOption[]>>\n  },\n): Array<{ label: string; reason: string }> {\n  const planned = plan.refused.map((entry) => {\n    if (entry.clause === 'search') return entry\n    const clause = entry.clause\n    const at = asked.clauses.findIndex((candidate) => sameClause(candidate, clause))\n    return { clause: at >= 0 ? asked.origins[at] : clause, reason: entry.reason }\n  })\n  return listQueryRefusals([...asked.refused, ...planned], context)\n}\n\n/** The comma-separated values of an `isAnyOf`, or the one value of anything else. */\nexport function crmClauseValues(clause: Pick<ListFilterRequest, 'op' | 'value'>): string[] {\n  const raw = clause.op === 'isAnyOf' ? clause.value.split(',') : [clause.value]\n  return [...new Set(raw.map((value) => value.trim()).filter(Boolean))]\n}\n\n/** One value as `equals`, several as `isAnyOf` — the shape the plan takes a list in. */\nexport function crmAnyOf(field: string, values: readonly string[]): CrmClauseAsked {\n  const unique = [...new Set(values)]\n  if (!unique.length) return { refused: 'no value yet' }\n  return unique.length === 1\n    ? { field, op: 'equals', value: unique[0] }\n    : { field, op: 'isAnyOf', value: unique.join(',') }\n}\n\n/** A `select` field: equality and \"any of\" over stored values, nothing else. */\nexport function crmSelectField(column: string, path: string = column): ListFilterField {\n  return { column, kind: 'exact', path, operators: ['equals', 'isAnyOf'] }\n}\n\n/**\n * The list fields a CLIENT edit writes beside its patch (AGL-3321): the\n * record as the listener holds it with the patch laid over — a `null` or a\n * sentinel in the patch reads as the field removed — through\n * `crmListFields`, narrowed to `fields`. A client never writes a field the\n * rules keep for the server (a lead's `emailStatus`), which is why the\n * caller names the ones it may. A lead's direction is read off the org's\n * lead source list, which the caller passes in `context` once it has it.\n */\nexport function crmClientListFields(\n  collection: CrmListCollection,\n  record: Readonly<Record<string, unknown>>,\n  patch: Readonly<Record<string, unknown>>,\n  fields: readonly string[],\n  context: CrmListFieldsContext = {},\n): Record<string, unknown> {\n  const merged: Record<string, unknown> = { ...record }\n  for (const [key, value] of Object.entries(patch)) {\n    // A dotted path is a map entry (`custom.tier`), never a searched field.\n    if (key.includes('.')) continue\n    merged[key] = value === null || isSentinel(value) ? undefined : value\n  }\n  const computed = crmListFields(collection, merged, context)\n  return Object.fromEntries(fields.filter((field) => field in computed).map((field) => [field, computed[field]]))\n}\n\n/** A web-SDK `FieldValue` — `deleteField()`, the one a client edit of these fields sends. */\nconst isSentinel = (value: 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-list-query.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  CRM_SCOPED_SEARCH_TOKENS_FIELD,\n  CRM_SEARCH_TOKENS_FIELD,\n  type CrmListCollection,\n  type CrmListFieldsContext,\n  crmListFields,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { scopedSearch } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type { ListFilterOption } from '@aglyn/shared-util-tools/list-query/list-filter-codecs'\nimport { listQueryRefusals } from '@aglyn/shared-util-tools/list-query/list-query-refusals'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQueryPlan,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\n\n/*\n * THE CRM LISTS ON THEIR QUERIES (AGL-3321).\n *\n * Every CRM list — Leads, Contacts, Companies, Deals, Tasks — declares its\n * filterable fields, its one order and its search as a\n * `ListQueryDeclaration`, and `planListQuery` puts every clause and the\n * search word on ONE Firestore query paged by `useListQuery`. What a query\n * cannot hold is refused by name (`ListQueryNotices`), never matched over\n * the rows a page happened to load.\n *\n * This module is what the five share: the search every CRM record carries\n * (`searchTokens`, and `scopedSearchTokens` under a site — see\n * `crmListFields` in `@aglyn/aglyn`), the scope clause as the plan's base,\n * a stored clause translated to the one its query asks, and the refusals\n * read back through the clause the reader set.\n */\n\n/** Every CRM list's quick search: the tokens every writer stamps. */\nexport const CRM_LIST_SEARCH: NonNullable<ListQueryDeclaration['search']> = {\n  tokensPath: CRM_SEARCH_TOKENS_FIELD,\n  scoped: scopedSearch(CRM_SCOPED_SEARCH_TOKENS_FIELD),\n}\n\n/**\n * The scope clause as the plan's base: `visibleTo array-contains-any` over\n * the reader's tokens under a site, nothing at the organization level\n * (`null` tokens), where an org-wide member's listeners carry none.\n */\nexport function crmListBase(visibleTo: readonly string[] | null): ListQueryFilter[] {\n  return visibleTo ? [{ path: 'visibleTo', op: 'array-contains-any', value: [...visibleTo] }] : []\n}\n\n/** The base's shape, for `listQueryIndexes`: the scope clause is an array clause. */\nexport const CRM_LIST_BASE_INDEX = [{ path: 'visibleTo', array: true }] as const\n\n/**\n * The declaration a reader may run.\n *\n * Under a site the search folds into the scope clause (`search.scoped`),\n * and a query without `visibleTo` is one the rules can prove only for an\n * ORG-WIDE member — `canReadScoped()` short-circuits on it, and for anybody\n * else inspects `visibleTo`, which the folded query no longer constrains.\n * A member whose reach is some sites keeps the scope clause, and the plan\n * refuses their search by name rather than sending a query the rules deny.\n */\nexport function crmListDeclarationFor(\n  declaration: ListQueryDeclaration,\n  foldsScope: boolean,\n): ListQueryDeclaration {\n  if (foldsScope || !declaration.search?.scoped) return declaration\n  return { ...declaration, search: { tokensPath: declaration.search.tokensPath } }\n}\n\n/*------------------------------------------\n * WHAT A LIST STORES, AND WHAT IT ASKS.\n *\n * A saved view stores clauses in the grid's grammar — \"Status is Open\",\n * \"Owner is Dana\", \"Lead source is none\" — and some of them name no stored\n * field one query can ask as it is: Open is two statuses, an owner under a\n * site is that holder's facet key, a lead source is compared by its key. A\n * list translates each stored clause into the clause its query asks, plans\n * those, and reads the plan's refusals back through the stored clause, so\n * the notice names what the reader set (\"Status is Open is not applied\")\n * and never the field it was translated to.\n *-----------------------------------------*/\n\n/** How one stored clause is asked: a query clause, or why it cannot be. */\nexport type CrmClauseAsked = ListFilterRequest | { refused: string }\n\nexport interface CrmAskedClauses {\n  /** What the plan is asked, in the order the reader set them. */\n  clauses: ListFilterRequest[]\n  /** The stored clause each asked one stands for, index for index. */\n  origins: ListFilterRequest[]\n  /** Stored clauses refused before the plan saw them, with why. */\n  refused: Array<{ clause: ListFilterRequest; reason: string }>\n}\n\n/** Every stored clause through `ask`, keeping where each came from. */\nexport function crmAskClauses(\n  stored: readonly ListFilterRequest[],\n  ask: (clause: ListFilterRequest) => CrmClauseAsked,\n): CrmAskedClauses {\n  const clauses: ListFilterRequest[] = []\n  const origins: ListFilterRequest[] = []\n  const refused: CrmAskedClauses['refused'] = []\n  for (const clause of stored) {\n    const asked = ask(clause)\n    if ('refused' in asked) {\n      refused.push({ clause, reason: asked.refused })\n    } else {\n      clauses.push(asked)\n      origins.push(clause)\n    }\n  }\n  return { clauses, origins, refused }\n}\n\nconst sameClause = (a: ListFilterRequest, b: ListFilterRequest): boolean =>\n  a.field === b.field && a.op === b.op && a.value === b.value\n\n/**\n * The plan's refusals and the translation's, each named by the clause the\n * reader SET, as `ListQueryNotices` takes them — through the platform's one\n * wording (`listQueryRefusals`), so a notice and its chip read alike.\n */\nexport function crmQueryRefusals(\n  plan: Pick<ListQueryPlan, 'refused'>,\n  asked: CrmAskedClauses,\n  context: {\n    fields: readonly ListFilterField[]\n    headers?: Readonly<Record<string, string>>\n    options?: Readonly<Record<string, readonly ListFilterOption[]>>\n  },\n): Array<{ label: string; reason: string }> {\n  const planned = plan.refused.map((entry) => {\n    if (entry.clause === 'search') return entry\n    const clause = entry.clause\n    const at = asked.clauses.findIndex((candidate) => sameClause(candidate, clause))\n    return { clause: at >= 0 ? asked.origins[at] : clause, reason: entry.reason }\n  })\n  return listQueryRefusals([...asked.refused, ...planned], context)\n}\n\n/** The comma-separated values of an `isAnyOf`, or the one value of anything else. */\nexport function crmClauseValues(clause: Pick<ListFilterRequest, 'op' | 'value'>): string[] {\n  const raw = clause.op === 'isAnyOf' ? clause.value.split(',') : [clause.value]\n  return [...new Set(raw.map((value) => value.trim()).filter(Boolean))]\n}\n\n/** One value as `equals`, several as `isAnyOf` — the shape the plan takes a list in. */\nexport function crmAnyOf(field: string, values: readonly string[]): CrmClauseAsked {\n  const unique = [...new Set(values)]\n  if (!unique.length) return { refused: 'no value yet' }\n  return unique.length === 1\n    ? { field, op: 'equals', value: unique[0] }\n    : { field, op: 'isAnyOf', value: unique.join(',') }\n}\n\n/** A `select` field: equality and \"any of\" over stored values, nothing else. */\nexport function crmSelectField(column: string, path: string = column): ListFilterField {\n  return { column, kind: 'exact', path, operators: ['equals', 'isAnyOf'] }\n}\n\n/**\n * The list fields a CLIENT edit writes beside its patch (AGL-3321): the\n * record as the listener holds it with the patch laid over — a `null` or a\n * sentinel in the patch reads as the field removed — through\n * `crmListFields`, narrowed to `fields`. A client never writes a field the\n * rules keep for the server (a lead's `emailStatus`), which is why the\n * caller names the ones it may. A lead's direction is read off the org's\n * lead source list, which the caller passes in `context` once it has it.\n */\nexport function crmClientListFields(\n  collection: CrmListCollection,\n  record: Readonly<Record<string, unknown>>,\n  patch: Readonly<Record<string, unknown>>,\n  fields: readonly string[],\n  context: CrmListFieldsContext = {},\n): Record<string, unknown> {\n  const merged: Record<string, unknown> = { ...record }\n  for (const [key, value] of Object.entries(patch)) {\n    // A dotted path is a map entry (`custom.tier`), never a searched field.\n    if (key.includes('.')) continue\n    merged[key] = value === null || isSentinel(value) ? undefined : value\n  }\n  const computed = crmListFields(collection, merged, context)\n  return Object.fromEntries(fields.filter((field) => field in computed).map((field) => [field, computed[field]]))\n}\n\n/** A web-SDK `FieldValue` — `deleteField()`, the one a client edit of these fields sends. */\nconst isSentinel = (value: unknown): boolean =>\n  typeof value === 'object' &&\n  value !== null &&\n  !Array.isArray(value) &&\n  !(value instanceof Date) &&\n  typeof (value as { isEqual?: unknown }).isEqual === 'function'\n\n/** The search fields every CRM record carries — what a client edit of searched text rewrites. */\nexport const CRM_CLIENT_SEARCH_FIELDS = ['searchTokens', 'scopedSearchTokens'] as const\n\n/**\n * The header sort keys a client edit of their inputs rewrites (AGL-3680) —\n * see `crmSortKey` in `@aglyn/aglyn`. `crmClientListFields` writes only the\n * ones the collection computes, so one list serves every edit.\n */\nexport const CRM_CLIENT_SORT_FIELDS = [\n  'nameSortKey',\n  'companyLower',\n  'jobTitleLower',\n  'titleLower',\n  'amountSortCents',\n  'expectedCloseSortAtMs',\n  'priorityRank',\n] as const\n\n\n/**\n * The list fields a deal's contact roles are found by (AGL-3521) — what a\n * client write of `contactRoles` or `contactId` rewrites beside them.\n */\nexport const CRM_DEAL_CONTACT_ROLE_LIST_FIELDS = [\n  'contactRoleContactIds',\n  'scopedContactRoleContactIds',\n  'contactRoleKeys',\n] as 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