@aglyn/plugins-crm 1.0.0-beta.296 → 1.1.0

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  type CrmDealStatus,\n  type CrmPicklist,\n  CRM_COLLECTIONS,\n  crmPicklistRank,\n  dealStageById,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport {\n  mdiCogOutline,\n  mdiPlus,\n  mdiTableLarge,\n  mdiViewColumnOutline,\n} 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 ListQueryNotices 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 { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\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 {\n  DEAL_FILTER_CODECS,\n  DEAL_LIST_DECLARATION,\n  DEAL_LIST_FILTER_FIELDS,\n  DEAL_LIST_SORTS,\n  DEAL_PICKLIST_FILTER_NONE,\n  DEAL_PREFIX_SEARCH,\n  dealPipelineBase,\n  dealQueryClause,\n} from '../constants/deal-filters'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} 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 EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Chip,\n  CircularProgress,\n  MenuItem,\n  Stack,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  BOARD_CLOSED_LIMIT,\n  BOARD_OPEN_LIMIT,\n  useDealsByStatus,\n} from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  boardSummary,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  formatAmountByCurrency,\n  formatMoney,\n} from '../model/deal-board-model'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { DealBoard } from './deal-board'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_DEALS_RESOURCE } from '../transfer/fields'\nimport DealsBulkBar from './deals-bulk-bar'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { OwnerAvatar } from './owner-avatar'\nimport { PipelinesDialog } from './pipelines-dialog'\n\ntype View = 'board' | 'table'\ntype StatusFilter = CrmDealStatus | 'all'\n\n/** What the deals table's panel offers: the status, \"No next activity\", the Type and the Lead source. */\nconst DEAL_GRID_FILTER_FIELDS = DEAL_LIST_FILTER_FIELDS\nconst DEAL_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  type: 'Type',\n  leadSource: 'Lead source',\n}\nconst DEAL_STATUS_FILTER_OPTIONS = (['open', 'won', 'lost'] as const).map((value) => ({\n  value,\n  label: DEAL_STATUS_LABELS[value],\n}))\n\n/** Salesforce's Type and Lead source columns are offered, not shown, until a view turns them on (AGL-3516). */\nconst DEAL_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { type: false, leadSource: false }\n\n/** A picklist's choices for its filter: every value the org keeps, inactive ones marked, then \"none\". */\nfunction picklistFilterOptions(picklist: CrmPicklist, none: string): ListFilterOption[] {\n  return [\n    ...picklist.values.map((value) => ({\n      value: value.label,\n      label: value.active ? value.label : `${value.label} (inactive)`,\n    })),\n    { value: DEAL_PICKLIST_FILTER_NONE, label: none },\n  ]\n}\n\n\n/** What a pipeline made at the organization level is stamped with — the org's own token. */\nconst ORG_PIPELINE_TOKENS: readonly string[] = [ORG_SCOPE_TOKEN]\n\n/**\n * `/crm/deals` — the pipeline (AGL-2598).\n *\n * ## Two views of one pipeline\n *\n * The BOARD is one pipeline's open deals, one column per open stage, read\n * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`\n * and sorted into columns here — a listener per column would be five\n * subscriptions for one board. The TABLE is the same pipeline's deals,\n * paged by a query that carries its status, \"No next activity\" and search\n * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so\n * they describe what is in play whichever view is showing.\n *\n * ## Which pipeline\n *\n * The switcher in the header (AGL-2620) picks among the ACTIVE pipelines\n * and opens on the default; the board, the table, the figures and the New\n * deal drawer all follow it. It is section state rather than a route: a\n * pipeline is a lens on the section, and a saved view that names one\n * composes with it. **Pipelines** opens the dialog that creates, renames,\n * defaults, archives and — through it — edits the stages of each.\n *\n * ## Every move goes through the route\n *\n * A drag, a card's \"Move to\", \"Mark won\" and \"Mark lost\" all end in\n * `useDealStageApi`, never a Firestore write: the stage is the fact the\n * automations listen for, and only the server emits the event. The section\n * marks the card pending while the request runs and lets the listener land\n * it — see `DealBoard` for why a move is not applied optimistically.\n *\n * ## Creation is a button\n *\n * \"New deal\" opens a drawer; there is no form above the list. The drawer\n * writes client-direct against the rules, stamped with this console's scope.\n *\n * ## The table selects and exports (AGL-2621)\n *\n * The table's rows are selectable, and a selection raises `DealsBulkBar`\n * over it — whose stage moves go through the same `useDealStageApi` as a\n * drag. Import and Export open the console's import wizard and export\n * dialog on `crm.deals` (AGL-3528): the export over the selection, the\n * list's own query, or every deal.\n */\nexport function DealsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { activePipelines } = pipelineState\n  const [pipelineId, setPipelineId] = useState<string | null>(null)\n  // The chosen pipeline while it is still active; else the default. A\n  // pipeline archived from another tab falls back rather than leaving the\n  // board on a pipeline the picker no longer lists.\n  const pipeline =\n    (pipelineId ? activePipelines.find((entry) => entry.$id === pipelineId) : null) ??\n    pipelineState.pipeline\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  // The org's deal fields, for the table's optional columns (AGL-2661).\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n  // Salesforce's Type and Lead source lists, for their columns and filters (AGL-3516).\n  const typeList = useCrmPicklist('opportunityType', scope.orgId)\n  const leadSourceList = useCrmPicklist('leadSource', scope.orgId)\n\n  const [view, setView] = useState<View>('board')\n  const [closedExpanded, setClosedExpanded] = useState(false)\n  /*\n   * The table's status filter is the saved VIEW'S (AGL-2617): a view of\n   * deals is a view of the table, and it holds the status beside the\n   * columns and the sort. Opening one shows the table, because the board\n   * has no columns to arrange and answers to the pipeline's stages alone.\n   */\n  const views = useCrmSavedView({\n    section: 'deals',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n  })\n  const statusFilter: StatusFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n    return value === 'open' || value === 'won' || value === 'lost' ? value : 'all'\n  }, [views.state.filters])\n  // Every clause is the query's, the status and \"No next activity\" alike.\n  const viewFilters = views.state.filters\n  useEffect(() => {\n    if (views.currentId) setView('table')\n  }, [views.currentId])\n\n  // The board's read stays on in the table view too: it is what the summary\n  // above both views is computed from, and it is already bounded.\n  const open = useDealsByStatus(\n    scope.orgId,\n    scope.visibleTo,\n    pipeline?.$id ?? null,\n    'open',\n    BOARD_OPEN_LIMIT,\n  )\n  const closedPipelineId =\n    view === 'board' && closedExpanded ? (pipeline?.$id ?? null) : null\n  const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT)\n  const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT)\n  /*\n   * THE TABLE (AGL-3321): the pipeline's deals, every clause and the search\n   * word on one query — the search reads the title's word prefixes every\n   * deal writer stamps, so a deal on page four is found by any word of its\n   * title — paged by that query, and read only while the table is showing.\n   */\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const searching = searchWords.some((word) => word.trim())\n  const searchKey = searchWords.join(' ')\n  const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n  const pipelineBase = useMemo(() => dealPipelineBase(pipeline?.$id ?? null), [pipeline?.$id])\n  // Each stored clause asked through the field its writer keeps — a Type\n  // or a Lead source by its key (AGL-3516).\n  const asked = useMemo(() => crmAskClauses(viewFilters, dealQueryClause), [viewFilters])\n  // The header order the view asks (AGL-3680), read before the query it orders.\n  const dealSort = useMemo(\n    () => crmViewQuerySort(DEAL_LIST_SORTS, views.state.sort, DEAL_LIST_SORTS[0]),\n    [views.state.sort],\n  )\n  const paged = useCrmListQuery<DealDoc>({\n    scope: scope.scope,\n    collection: CRM_COLLECTIONS.deals,\n    visibleTo: scope.visibleTo,\n    foldsScope,\n    declaration: DEAL_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: searchWords,\n    base: pipelineBase,\n    sort: dealSort.sort,\n    prefixSearch: DEAL_PREFIX_SEARCH,\n    enabled: view === 'table' && Boolean(pipeline),\n  })\n\n  const summary = useMemo(() => boardSummary(open.data, pipeline), [open.data, pipeline])\n\n  /*\n   * MOVES IN FLIGHT. A card in this set is dimmed and cannot be dragged\n   * again until the route answers; the listener is what moves it.\n   */\n  const [moving, setMoving] = useState<ReadonlySet<string>>(() => new Set())\n  const track = useCallback(\n    async (deal: DealDoc, request: () => Promise<unknown>, done: string) => {\n      setMoving((current) => new Set(current).add(deal.$id))\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setMoving((current) => {\n          const next = new Set(current)\n          next.delete(deal.$id)\n          return next\n        })\n      }\n    },\n    [enqueueSnackbar],\n  )\n  const handleMove = useCallback(\n    (deal: DealDoc, stageId: string) => {\n      const stage = dealStageById(pipeline, stageId)\n      void track(\n        deal,\n        () => api.moveToStage(deal, stageId),\n        `Moved to ${stage?.name ?? 'stage'}`,\n      )\n    },\n    [api, pipeline, track],\n  )\n  const handleWon = useCallback(\n    (deal: DealDoc) => void track(deal, () => api.markWon(deal), 'Deal won'),\n    [api, track],\n  )\n  const [losing, setLosing] = useState<DealDoc | null>(null)\n  const handleLost = useCallback((deal: DealDoc) => setLosing(deal), [])\n  const confirmLost = useCallback(\n    (reason: string) => {\n      const deal = losing\n      if (!deal) return\n      setLosing(null)\n      void track(deal, () => api.markLost(deal, reason), 'Deal marked lost')\n    },\n    [api, losing, track],\n  )\n\n  const openDeal = useCallback(\n    (deal: DealDoc) => router.push(routes.deal(deal.$id)),\n    [router, routes],\n  )\n\n  const [creating, setCreating] = useState(false)\n  const [managingPipelines, setManagingPipelines] = useState(false)\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A page or a status is a different set of rows; a selection made on\n  // the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [paged.plan, paged.page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3528).\n  const exportFilter = useMemo(\n    () => (paged.plan.served.length || paged.plan.searched ? { label: 'what the list shows', plan: paged.plan } : null),\n    [paged.plan],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'title',\n        headerName: 'Deal',\n        flex: 1.6,\n        minWidth: 220,\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const withWhom = [row.contactName, row.companyName].filter(Boolean).join(' · ')\n          return (\n            <Stack sx={{ justifyContent: 'center', lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n                {row.title || 'Untitled deal'}\n              </Typography>\n              {withWhom ? (\n                <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ lineHeight: 1.25 }}>\n                  {withWhom}\n                </Typography>\n              ) : null}\n            </Stack>\n          )\n        },\n      },\n      {\n        field: 'stageId',\n        headerName: 'Stage',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          dealStageById(pipelineState.pipelineById(row.pipelineId), row.stageId)?.name ??\n          row.stageId,\n      },\n      {\n        field: 'amountCents',\n        headerName: 'Amount',\n        flex: 0.8,\n        minWidth: 120,\n        align: 'right',\n        headerAlign: 'right',\n        valueGetter: (_value: unknown, row: DealDoc) => row.amountCents ?? null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.amountCents === 'number' ? formatMoney(row.amountCents, row.currency) : '—',\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) => roster.nameOf(row.ownerUid),\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const label = roster.nameOf(row.ownerUid)\n          return label ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <OwnerAvatar label={label} size={22} />\n              <Typography variant=\"body2\" noWrap>\n                {label}\n              </Typography>\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'expectedCloseAtMs',\n        headerName: 'Expected close',\n        flex: 0.8,\n        minWidth: 130,\n        type: 'date',\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          typeof row.expectedCloseAtMs === 'number' ? new Date(row.expectedCloseAtMs) : null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.expectedCloseAtMs === 'number'\n            ? new Date(row.expectedCloseAtMs).toLocaleDateString()\n            : '—',\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.6,\n        minWidth: 100,\n        renderCell: ({ row }: { row: DealDoc }) => (\n          <Chip\n            size=\"small\"\n            label={DEAL_STATUS_LABELS[row.status] ?? row.status}\n            color={row.status === 'won' ? 'success' : row.status === 'lost' ? 'default' : 'primary'}\n            variant={row.status === 'open' ? 'outlined' : 'filled'}\n          />\n        ),\n      },\n      // When the earliest open task against the deal is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Type and Lead source, optional, in their lists' order (AGL-3516).\n      picklistColumn('type', 'Type', typeList.picklist),\n      picklistColumn('leadSource', 'Lead source', leadSourceList.picklist),\n      // The org's deal fields as optional columns (AGL-2661).\n      ...customFieldColumns(dealFields.active),\n    ],\n    [pipelineState, roster, dealFields.active, nowMs, typeList.picklist, leadSourceList.picklist],\n  )\n  /** The table's rows: the query's page. */\n  const tableRows = paged.rows\n  /*\n   * The table's column and sort models are the view's (AGL-2617); its\n   * filters are the grid's own panel over the view's clauses (AGL-3313),\n   * every one of them asked of the query (AGL-3321).\n   */\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      viewFilters\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\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    const types = picklistFilterOptions(typeList.picklist, 'No type')\n    const sources = picklistFilterOptions(leadSourceList.picklist, 'No lead source')\n    return {\n      status: DEAL_STATUS_FILTER_OPTIONS,\n      type: [...types, ...stale('type', types)],\n      leadSource: [...sources, ...stale('leadSource', sources)],\n    }\n  }, [viewFilters, typeList.picklist, leadSourceList.picklist])\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, DEAL_GRID_FILTER_FIELDS, filterOptions, DEAL_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, DEAL_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 pipeline's order. Deal, Amount, Expected close, Status and\n   * Next activity sort the QUERY now (`DEAL_LIST_SORTS`); the rest sort the\n   * page and say so — Stage in the pipeline's order, Type and Lead source in\n   * the order the org keeps their values.\n   */\n  const pageSorts = useMemo(() => {\n    const rank = (list: CrmPicklist, label: unknown) =>\n      String(label ?? '').trim() ? crmPicklistRank(list, label) : null\n    return {\n      stageId: (row: DealDoc) => {\n        const stages = pipelineState.pipelineById(row.pipelineId)?.stages ?? []\n        const at = stages.findIndex((stage) => stage.id === row.stageId)\n        return at === -1 ? null : at\n      },\n      type: (row: DealDoc) => rank(typeList.picklist, row.type),\n      leadSource: (row: DealDoc) => rank(leadSourceList.picklist, row.leadSource),\n    }\n  }, [pipelineState, typeList.picklist, leadSourceList.picklist])\n  const columnSort = useCrmColumnSort<DealDoc>({\n    views,\n    sorts: DEAL_LIST_SORTS,\n    defaultSort: DEAL_LIST_SORTS[0],\n    asked: dealSort,\n    orderBy: paged.plan.orderBy,\n    rows: tableRows,\n    columns: grid.columns,\n    pageSorts,\n  })\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['status', 'type', 'leadSource'],\n    codecs: DEAL_FILTER_CODECS,\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      crmQueryRefusals(paged.plan, asked, {\n        fields: DEAL_GRID_FILTER_FIELDS,\n        headers: DEAL_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n\n  const noOrg = scope.ready && !scope.orgId\n  const pipelineLoading =\n    !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || (!pipeline && pipelineState.status !== 'error'))\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#the-board-and-the-table' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_DEALS_RESOURCE} noun=\"deals\" hostId={hostId} mappingZone=\"deals\" />\n              <CrmExportButton resource={CRM_DEALS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                startIcon={<MdiIcon path={mdiCogOutline.path} size={0.8} />}\n                disabled={!scope.orgId || pipelineState.status === 'loading'}\n                onClick={() => setManagingPipelines(true)}\n              >\n                {'Pipelines'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack\n            useFlexGap\n            direction=\"row\"\n            spacing={3}\n            sx={{ alignItems: 'flex-end', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Figure label=\"Open deals\" value={summary.openCount.toLocaleString()} />\n            <Figure label=\"Pipeline value\" value={formatAmountByCurrency(summary.valueByCurrency)} />\n            <Figure label=\"Weighted value\" value={formatAmountByCurrency(summary.weightedByCurrency)} />\n            <Stack sx={{ flex: 1 }} />\n            {/* Which pipeline the board and table show, above them rather than under (AGL-3311). */}\n            {activePipelines.length > 1 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Pipeline\"\n                value={pipeline?.$id ?? ''}\n                onChange={(event) => setPipelineId(event.target.value)}\n                sx={{ minWidth: 160 }}\n                slotProps={{ select: { 'aria-label': 'Pipeline' } }}\n              >\n                {activePipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={view}\n              onChange={(_event, next) => {\n                if (next) setView(next as View)\n              }}\n              aria-label=\"View\"\n            >\n              <ToggleButton value=\"board\" aria-label=\"Board\">\n                <MdiIcon path={mdiViewColumnOutline.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Board'}\n                </Typography>\n              </ToggleButton>\n              <ToggleButton value=\"table\" aria-label=\"Table\">\n                <MdiIcon path={mdiTableLarge.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Table'}\n                </Typography>\n              </ToggleButton>\n            </ToggleButtonGroup>\n          </Stack>\n\n          {noOrg ? 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Status and \"No next activity\"\n                are set in the grid's own Filters panel.\n              */}\n              <CrmListToolbar label=\"Deal filters\">\n                <CrmViewsControl controller={views} allLabel=\"All deals\" />\n                <ListFilterChips\n                  fields={DEAL_GRID_FILTER_FIELDS}\n                  headers={DEAL_GRID_FILTER_HEADERS}\n                  clauses={viewFilters}\n                  onChange={views.setFilters}\n                  options={filterOptions}\n                  marksServed={false}\n                />\n              </CrmListToolbar>\n              <ListQueryNotices\n                refused={refused}\n                notices={[...paged.plan.notices, ...columnSort.notices]}\n              />\n                <>\n                  <DealsBulkBar\n                    hostId={hostId}\n                    scope={scope.scope}\n                    rows={tableRows}\n                    selected={selectedIds}\n                    onSelectedChange={setSelectedIds}\n                    pipelineById={pipelineState.pipelineById}\n                    roster={roster}\n                    api={api}\n                  />\n                  <CrmColumnOrderProvider value={grid.columnOrder}>\n                    <ListTable\n                      rows={columnSort.rows}\n                      columnSort={columnSort}\n                      columns={grid.columns}\n                      slots={CRM_LIST_SLOTS}\n                      selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                      onOpen={(_id, row) => openDeal(row as DealDoc)}\n                      // The panel and the search are the query's (AGL-3321).\n                      filterMode=\"server\"\n                      filterModel={gridFilter.filterModel}\n                      onFilterModelChange={gridFilter.onFilterModelChange}\n                      quickFilter\n                      loading={paged.status === 'loading'}\n                      // An empty table is said inside the grid, so its toolbar\n                      // stays to change the status that emptied it.\n                      noRowsLabel={\n                        searching\n                          ? `No deals match “${searchKey.trim()}”`\n                          : statusFilter === 'all'\n                            ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  type CrmDealStatus,\n  type CrmPicklist,\n  CRM_COLLECTIONS,\n  crmPicklistRank,\n  dealStageById,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport {\n  mdiCogOutline,\n  mdiPlus,\n  mdiTableLarge,\n  mdiViewColumnOutline,\n} 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 ListQueryNotices 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 { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\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 {\n  DEAL_FILTER_CODECS,\n  DEAL_LIST_DECLARATION,\n  DEAL_LIST_FILTER_FIELDS,\n  DEAL_LIST_SORTS,\n  DEAL_PICKLIST_FILTER_NONE,\n  DEAL_PREFIX_SEARCH,\n  dealPipelineBase,\n  dealQueryClause,\n} from '../constants/deal-filters'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} 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 EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Chip,\n  CircularProgress,\n  MenuItem,\n  Stack,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  BOARD_CLOSED_LIMIT,\n  BOARD_OPEN_LIMIT,\n  useDealsByStatus,\n} from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  boardSummary,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  formatAmountByCurrency,\n  formatMoney,\n} from '../model/deal-board-model'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { DealBoard } from './deal-board'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_DEALS_RESOURCE } from '../transfer/fields'\nimport DealsBulkBar from './deals-bulk-bar'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { OwnerAvatar } from './owner-avatar'\nimport { PipelinesDialog } from './pipelines-dialog'\n\ntype View = 'board' | 'table'\ntype StatusFilter = CrmDealStatus | 'all'\n\n/** What the deals table's panel offers: the status, \"No next activity\", the Type and the Lead source. */\nconst DEAL_GRID_FILTER_FIELDS = DEAL_LIST_FILTER_FIELDS\nconst DEAL_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  type: 'Type',\n  leadSource: 'Lead source',\n}\nconst DEAL_STATUS_FILTER_OPTIONS = (['open', 'won', 'lost'] as const).map((value) => ({\n  value,\n  label: DEAL_STATUS_LABELS[value],\n}))\n\n/** Salesforce's Type and Lead source columns are offered, not shown, until a view turns them on (AGL-3516). */\nconst DEAL_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { type: false, leadSource: false }\n\n/** A picklist's choices for its filter: every value the org keeps, inactive ones marked, then \"none\". */\nfunction picklistFilterOptions(picklist: CrmPicklist, none: string): ListFilterOption[] {\n  return [\n    ...picklist.values.map((value) => ({\n      value: value.label,\n      label: value.active ? value.label : `${value.label} (inactive)`,\n    })),\n    { value: DEAL_PICKLIST_FILTER_NONE, label: none },\n  ]\n}\n\n\n/** What a pipeline made at the organization level is stamped with — the org's own token. */\nconst ORG_PIPELINE_TOKENS: readonly string[] = [ORG_SCOPE_TOKEN]\n\n/**\n * `/crm/deals` — the pipeline (AGL-2598).\n *\n * ## Two views of one pipeline\n *\n * The BOARD is one pipeline's open deals, one column per open stage, read\n * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`\n * and sorted into columns here — a listener per column would be five\n * subscriptions for one board. The TABLE is the same pipeline's deals,\n * paged by a query that carries its status, \"No next activity\" and search\n * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so\n * they describe what is in play whichever view is showing.\n *\n * ## Which pipeline\n *\n * The switcher in the header (AGL-2620) picks among the ACTIVE pipelines\n * and opens on the default; the board, the table, the figures and the New\n * deal drawer all follow it. It is section state rather than a route: a\n * pipeline is a lens on the section, and a saved view that names one\n * composes with it. **Pipelines** opens the dialog that creates, renames,\n * defaults, archives and — through it — edits the stages of each.\n *\n * ## Every move goes through the route\n *\n * A drag, a card's \"Move to\", \"Mark won\" and \"Mark lost\" all end in\n * `useDealStageApi`, never a Firestore write: the stage is the fact the\n * automations listen for, and only the server emits the event. The section\n * marks the card pending while the request runs and lets the listener land\n * it — see `DealBoard` for why a move is not applied optimistically.\n *\n * ## Creation is a button\n *\n * \"New deal\" opens a drawer; there is no form above the list. The drawer\n * writes client-direct against the rules, stamped with this console's scope.\n *\n * ## The table selects and exports (AGL-2621)\n *\n * The table's rows are selectable, and a selection raises `DealsBulkBar`\n * over it — whose stage moves go through the same `useDealStageApi` as a\n * drag. Import and Export open the console's import wizard and export\n * dialog on `crm.deals` (AGL-3528): the export over the selection, the\n * list's own query, or every deal.\n */\nexport function DealsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { activePipelines } = pipelineState\n  const [pipelineId, setPipelineId] = useState<string | null>(null)\n  // The chosen pipeline while it is still active; else the default. A\n  // pipeline archived from another tab falls back rather than leaving the\n  // board on a pipeline the picker no longer lists.\n  const pipeline =\n    (pipelineId ? activePipelines.find((entry) => entry.$id === pipelineId) : null) ??\n    pipelineState.pipeline\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  // The org's deal fields, for the table's optional columns (AGL-2661).\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n  // Salesforce's Type and Lead source lists, for their columns and filters (AGL-3516).\n  const typeList = useCrmPicklist('opportunityType', scope.orgId)\n  const leadSourceList = useCrmPicklist('leadSource', scope.orgId)\n\n  const [view, setView] = useState<View>('board')\n  const [closedExpanded, setClosedExpanded] = useState(false)\n  /*\n   * The table's status filter is the saved VIEW'S (AGL-2617): a view of\n   * deals is a view of the table, and it holds the status beside the\n   * columns and the sort. Opening one shows the table, because the board\n   * has no columns to arrange and answers to the pipeline's stages alone.\n   */\n  const views = useCrmSavedView({\n    section: 'deals',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n  })\n  const statusFilter: StatusFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n    return value === 'open' || value === 'won' || value === 'lost' ? value : 'all'\n  }, [views.state.filters])\n  // Every clause is the query's, the status and \"No next activity\" alike.\n  const viewFilters = views.state.filters\n  useEffect(() => {\n    if (views.currentId) setView('table')\n  }, [views.currentId])\n\n  // The board's read stays on in the table view too: it is what the summary\n  // above both views is computed from, and it is already bounded.\n  const open = useDealsByStatus(\n    scope.orgId,\n    scope.visibleTo,\n    pipeline?.$id ?? null,\n    'open',\n    BOARD_OPEN_LIMIT,\n  )\n  const dealsLoaded = open.status !== 'loading'\n  const closedPipelineId =\n    view === 'board' && closedExpanded ? (pipeline?.$id ?? null) : null\n  const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT)\n  const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT)\n  /*\n   * THE TABLE (AGL-3321): the pipeline's deals, every clause and the search\n   * word on one query — the search reads the title's word prefixes every\n   * deal writer stamps, so a deal on page four is found by any word of its\n   * title — paged by that query, and read only while the table is showing.\n   */\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const searching = searchWords.some((word) => word.trim())\n  const searchKey = searchWords.join(' ')\n  const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n  const pipelineBase = useMemo(() => dealPipelineBase(pipeline?.$id ?? null), [pipeline?.$id])\n  // Each stored clause asked through the field its writer keeps — a Type\n  // or a Lead source by its key (AGL-3516).\n  const asked = useMemo(() => crmAskClauses(viewFilters, dealQueryClause), [viewFilters])\n  // The header order the view asks (AGL-3680), read before the query it orders.\n  const dealSort = useMemo(\n    () => crmViewQuerySort(DEAL_LIST_SORTS, views.state.sort, DEAL_LIST_SORTS[0]),\n    [views.state.sort],\n  )\n  const paged = useCrmListQuery<DealDoc>({\n    scope: scope.scope,\n    collection: CRM_COLLECTIONS.deals,\n    visibleTo: scope.visibleTo,\n    foldsScope,\n    declaration: DEAL_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: searchWords,\n    base: pipelineBase,\n    sort: dealSort.sort,\n    prefixSearch: DEAL_PREFIX_SEARCH,\n    enabled: view === 'table' && Boolean(pipeline),\n  })\n\n  const summary = useMemo(() => boardSummary(open.data, pipeline), [open.data, pipeline])\n\n  /*\n   * MOVES IN FLIGHT. A card in this set is dimmed and cannot be dragged\n   * again until the route answers; the listener is what moves it.\n   */\n  const [moving, setMoving] = useState<ReadonlySet<string>>(() => new Set())\n  const track = useCallback(\n    async (deal: DealDoc, request: () => Promise<unknown>, done: string) => {\n      setMoving((current) => new Set(current).add(deal.$id))\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setMoving((current) => {\n          const next = new Set(current)\n          next.delete(deal.$id)\n          return next\n        })\n      }\n    },\n    [enqueueSnackbar],\n  )\n  const handleMove = useCallback(\n    (deal: DealDoc, stageId: string) => {\n      const stage = dealStageById(pipeline, stageId)\n      void track(\n        deal,\n        () => api.moveToStage(deal, stageId),\n        `Moved to ${stage?.name ?? 'stage'}`,\n      )\n    },\n    [api, pipeline, track],\n  )\n  const handleWon = useCallback(\n    (deal: DealDoc) => void track(deal, () => api.markWon(deal), 'Deal won'),\n    [api, track],\n  )\n  const [losing, setLosing] = useState<DealDoc | null>(null)\n  const handleLost = useCallback((deal: DealDoc) => setLosing(deal), [])\n  const confirmLost = useCallback(\n    (reason: string) => {\n      const deal = losing\n      if (!deal) return\n      setLosing(null)\n      void track(deal, () => api.markLost(deal, reason), 'Deal marked lost')\n    },\n    [api, losing, track],\n  )\n\n  const openDeal = useCallback(\n    (deal: DealDoc) => router.push(routes.deal(deal.$id)),\n    [router, routes],\n  )\n\n  const [creating, setCreating] = useState(false)\n  const [managingPipelines, setManagingPipelines] = useState(false)\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A page or a status is a different set of rows; a selection made on\n  // the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [paged.plan, paged.page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3528).\n  const exportFilter = useMemo(\n    () => (paged.plan.served.length || paged.plan.searched ? { label: 'what the list shows', plan: paged.plan } : null),\n    [paged.plan],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'title',\n        headerName: 'Deal',\n        flex: 1.6,\n        minWidth: 220,\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const withWhom = [row.contactName, row.companyName].filter(Boolean).join(' · ')\n          return (\n            <Stack sx={{ justifyContent: 'center', lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n                {row.title || 'Untitled deal'}\n              </Typography>\n              {withWhom ? (\n                <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ lineHeight: 1.25 }}>\n                  {withWhom}\n                </Typography>\n              ) : null}\n            </Stack>\n          )\n        },\n      },\n      {\n        field: 'stageId',\n        headerName: 'Stage',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          dealStageById(pipelineState.pipelineById(row.pipelineId), row.stageId)?.name ??\n          row.stageId,\n      },\n      {\n        field: 'amountCents',\n        headerName: 'Amount',\n        flex: 0.8,\n        minWidth: 120,\n        align: 'right',\n        headerAlign: 'right',\n        valueGetter: (_value: unknown, row: DealDoc) => row.amountCents ?? null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.amountCents === 'number' ? formatMoney(row.amountCents, row.currency) : '—',\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) => roster.nameOf(row.ownerUid),\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const label = roster.nameOf(row.ownerUid)\n          return label ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <OwnerAvatar label={label} size={22} />\n              <Typography variant=\"body2\" noWrap>\n                {label}\n              </Typography>\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'expectedCloseAtMs',\n        headerName: 'Expected close',\n        flex: 0.8,\n        minWidth: 130,\n        type: 'date',\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          typeof row.expectedCloseAtMs === 'number' ? new Date(row.expectedCloseAtMs) : null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.expectedCloseAtMs === 'number'\n            ? new Date(row.expectedCloseAtMs).toLocaleDateString()\n            : '—',\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.6,\n        minWidth: 100,\n        renderCell: ({ row }: { row: DealDoc }) => (\n          <Chip\n            size=\"small\"\n            label={DEAL_STATUS_LABELS[row.status] ?? row.status}\n            color={row.status === 'won' ? 'success' : row.status === 'lost' ? 'default' : 'primary'}\n            variant={row.status === 'open' ? 'outlined' : 'filled'}\n          />\n        ),\n      },\n      // When the earliest open task against the deal is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Type and Lead source, optional, in their lists' order (AGL-3516).\n      picklistColumn('type', 'Type', typeList.picklist),\n      picklistColumn('leadSource', 'Lead source', leadSourceList.picklist),\n      // The org's deal fields as optional columns (AGL-2661).\n      ...customFieldColumns(dealFields.active),\n    ],\n    [pipelineState, roster, dealFields.active, nowMs, typeList.picklist, leadSourceList.picklist],\n  )\n  /** The table's rows: the query's page. */\n  const tableRows = paged.rows\n  /*\n   * The table's column and sort models are the view's (AGL-2617); its\n   * filters are the grid's own panel over the view's clauses (AGL-3313),\n   * every one of them asked of the query (AGL-3321).\n   */\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      viewFilters\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\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    const types = picklistFilterOptions(typeList.picklist, 'No type')\n    const sources = picklistFilterOptions(leadSourceList.picklist, 'No lead source')\n    return {\n      status: DEAL_STATUS_FILTER_OPTIONS,\n      type: [...types, ...stale('type', types)],\n      leadSource: [...sources, ...stale('leadSource', sources)],\n    }\n  }, [viewFilters, typeList.picklist, leadSourceList.picklist])\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, DEAL_GRID_FILTER_FIELDS, filterOptions, DEAL_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, DEAL_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 pipeline's order. Deal, Amount, Expected close, Status and\n   * Next activity sort the QUERY now (`DEAL_LIST_SORTS`); the rest sort the\n   * page and say so — Stage in the pipeline's order, Type and Lead source in\n   * the order the org keeps their values.\n   */\n  const pageSorts = useMemo(() => {\n    const rank = (list: CrmPicklist, label: unknown) =>\n      String(label ?? '').trim() ? crmPicklistRank(list, label) : null\n    return {\n      stageId: (row: DealDoc) => {\n        const stages = pipelineState.pipelineById(row.pipelineId)?.stages ?? []\n        const at = stages.findIndex((stage) => stage.id === row.stageId)\n        return at === -1 ? null : at\n      },\n      type: (row: DealDoc) => rank(typeList.picklist, row.type),\n      leadSource: (row: DealDoc) => rank(leadSourceList.picklist, row.leadSource),\n    }\n  }, [pipelineState, typeList.picklist, leadSourceList.picklist])\n  const columnSort = useCrmColumnSort<DealDoc>({\n    views,\n    sorts: DEAL_LIST_SORTS,\n    defaultSort: DEAL_LIST_SORTS[0],\n    asked: dealSort,\n    orderBy: paged.plan.orderBy,\n    rows: tableRows,\n    columns: grid.columns,\n    pageSorts,\n  })\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['status', 'type', 'leadSource'],\n    codecs: DEAL_FILTER_CODECS,\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      crmQueryRefusals(paged.plan, asked, {\n        fields: DEAL_GRID_FILTER_FIELDS,\n        headers: DEAL_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n\n  const noOrg = scope.ready && !scope.orgId\n  const pipelineLoading =\n    !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || (!pipeline && pipelineState.status !== 'error'))\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals / Opportunities'}\n        help={pluginDocsHelp('deals', { anchor: '#the-board-and-the-table' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_DEALS_RESOURCE} noun=\"deals\" hostId={hostId} mappingZone=\"deals\" />\n              <CrmExportButton resource={CRM_DEALS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                startIcon={<MdiIcon path={mdiCogOutline.path} size={0.8} />}\n                disabled={!scope.orgId || pipelineState.status === 'loading'}\n                onClick={() => setManagingPipelines(true)}\n              >\n                {'Pipelines'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack\n            useFlexGap\n            direction=\"row\"\n            spacing={3}\n            sx={{ alignItems: 'flex-end', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            {/* A dash until the deals have loaded: a slow read is not an empty pipeline. */}\n            <Figure label=\"Open deals\" value={dealsLoaded ? summary.openCount.toLocaleString() : '—'} />\n            <Figure\n              label=\"Pipeline value\"\n              value={dealsLoaded ? formatAmountByCurrency(summary.valueByCurrency) : '—'}\n            />\n            <Figure\n              label=\"Weighted value\"\n              value={dealsLoaded ? formatAmountByCurrency(summary.weightedByCurrency) : '—'}\n            />\n            <Stack sx={{ flex: 1 }} />\n            {/* Which pipeline the board and table show, above them rather than under (AGL-3311). */}\n            {activePipelines.length > 1 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Pipeline\"\n                value={pipeline?.$id ?? ''}\n                onChange={(event) => setPipelineId(event.target.value)}\n                sx={{ minWidth: 160 }}\n                slotProps={{ select: { 'aria-label': 'Pipeline' } }}\n              >\n                {activePipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={view}\n              onChange={(_event, next) => {\n                if (next) setView(next as View)\n              }}\n              aria-label=\"View\"\n            >\n              <ToggleButton value=\"board\" aria-label=\"Board\">\n                <MdiIcon path={mdiViewColumnOutline.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Board'}\n                </Typography>\n              </ToggleButton>\n              <ToggleButton value=\"table\" aria-label=\"Table\">\n                <MdiIcon path={mdiTableLarge.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Table'}\n                </Typography>\n              </ToggleButton>\n            </ToggleButtonGroup>\n          </Stack>\n\n          {noOrg ? (\n            <Alert severity=\"info\">\n              {'This site has no organization, so it has no pipeline.'}\n            </Alert>\n          ) : pipelineState.status === 'error' ? (\n            <Alert severity=\"warning\">\n              {'The pipeline could not be read. Deals need the \"Manage data\" permission.'}\n            </Alert>\n          ) : pipelineLoading ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <CircularProgress size={18} />\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {pipelineState.seeding ? 'Setting up your Sales pipeline…' : 'Loading the pipeline…'}\n              </Typography>\n            </Stack>\n          ) : view === 'board' && pipeline ? (\n            <>\n              {open.status === 'success' && open.data.length === 0 ? (\n                <EmptyStateComponent\n                  compact\n                  label={'No open deals yet'}\n                  description={'A deal is a sale in progress, moved across the stages below as it advances.'}\n                  action={\n                    <Button\n                      size=\"small\"\n                      variant=\"contained\"\n                      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                      disabled={!pipeline || !scope.orgId}\n                      onClick={() => setCreating(true)}\n                    >\n                      {'New deal'}\n                    </Button>\n                  }\n                />\n              ) : null}\n              <DealBoard\n                pipeline={pipeline}\n                deals={open.data}\n                won={closedExpanded && won.status !== 'loading' ? won.data : null}\n                lost={closedExpanded && lost.status !== 'loading' ? lost.data : null}\n                closedExpanded={closedExpanded}\n                onToggleClosed={() => setClosedExpanded((current) => !current)}\n                labelFor={roster.nameOf}\n                moving={moving}\n                onOpen={openDeal}\n                onMove={handleMove}\n                onWon={handleWon}\n                onLost={handleLost}\n                nowMs={nowMs}\n              />\n            </>\n          ) : (\n            <Stack spacing={1.5}>\n              {/*\n                The view this table is showing, and the clauses narrowing it\n                as chips (AGL-2617, AGL-3313). Status and \"No next activity\"\n                are set in the grid's own Filters panel.\n              */}\n              <CrmListToolbar label=\"Deal filters\">\n                <CrmViewsControl controller={views} allLabel=\"All deals\" />\n                <ListFilterChips\n                  fields={DEAL_GRID_FILTER_FIELDS}\n                  headers={DEAL_GRID_FILTER_HEADERS}\n                  clauses={viewFilters}\n                  onChange={views.setFilters}\n                  options={filterOptions}\n                  marksServed={false}\n                />\n              </CrmListToolbar>\n              <ListQueryNotices\n                refused={refused}\n                notices={[...paged.plan.notices, ...columnSort.notices]}\n              />\n                <>\n                  <DealsBulkBar\n                    hostId={hostId}\n                    scope={scope.scope}\n                    rows={tableRows}\n                    selected={selectedIds}\n                    onSelectedChange={setSelectedIds}\n                    pipelineById={pipelineState.pipelineById}\n                    roster={roster}\n                    api={api}\n                  />\n                  <CrmColumnOrderProvider value={grid.columnOrder}>\n                    <ListTable\n                      rows={columnSort.rows}\n                      columnSort={columnSort}\n                      columns={grid.columns}\n                      slots={CRM_LIST_SLOTS}\n                      selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                      onOpen={(_id, row) => openDeal(row as DealDoc)}\n                      // The panel and the search are the query's (AGL-3321).\n                      filterMode=\"server\"\n                      filterModel={gridFilter.filterModel}\n                      onFilterModelChange={gridFilter.onFilterModelChange}\n                      quickFilter\n                      loading={paged.status === 'loading'}\n                      // An empty table is said inside the grid, so its toolbar\n                      // stays to change the status that emptied it.\n                      noRowsLabel={\n                        searching\n                          ? `No deals match “${searchKey.trim()}”`\n                          : statusFilter === 'all'\n                            ? 'No deals yet'\n                            : `No ${statusFilter} deals`\n                      }\n                      noRowsDescription={\n                        statusFilter === 'all' && !searching\n                          ? 'A deal is a sale in progress, moved across the pipeline as it advances.'\n                          : undefined\n                      }\n                      noRowsAction={\n                        statusFilter === 'all' && !searching ? (\n                          <Button\n                            size=\"small\"\n                            variant=\"contained\"\n                            startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                            disabled={!pipeline || !scope.orgId}\n                            onClick={() => setCreating(true)}\n                          >\n                            {'New deal'}\n                          </Button>\n                        ) : undefined\n                      }\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                      hideFooter\n                    />\n                  </CrmColumnOrderProvider>\n                  <ListPagination\n                    page={paged.page}\n                    pageSize={paged.pageSize}\n                    rowCount={paged.rows.length}\n                    hasMore={paged.hasMore}\n                    onPageChange={paged.setPage}\n                    onPageSizeChange={paged.setPageSize}\n                  />\n                </>\n            </Stack>\n          )}\n        </Stack>\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        pipelines={activePipelines}\n        defaultPipeline={pipeline}\n      />\n      <PipelinesDialog\n        open={managingPipelines}\n        onClose={() => setManagingPipelines(false)}\n        orgId={scope.orgId ?? ''}\n        // A pipeline made here is stamped the way the seeded default is\n        // (`usePipeline`): the site's own tokens under a site; at the\n        // organization level the org token, with the picked site as its\n        // provenance (AGL-2630).\n        hostId={scope.createHostId}\n        pipelines={pipelineState.pipelines}\n        fromCache={pipelineState.fromCache}\n        unreadable={pipelineState.status === 'error'}\n        visibleToTokens={scope.visibleTo}\n        createTokens={scope.level === 'site' ? scope.createTokens : ORG_PIPELINE_TOKENS}\n      />\n      <LostReasonDialog\n        open={Boolean(losing)}\n        dealTitle={losing?.title ?? ''}\n        onClose={() => setLosing(null)}\n        onConfirm={confirmLost}\n      />\n    </>\n  )\n}\nDealsSection.displayName = 'DealsSection'\n\n/** An optional column of a picklist field: its label, sorted in the list's order. */\nfunction picklistColumn(field: 'type' | 'leadSource', headerName: string, picklist: CrmPicklist): GridColDef {\n  return {\n    field,\n    headerName,\n    flex: 0.8,\n    minWidth: 130,\n    valueGetter: (_value: unknown, row: DealDoc) => String(row[field] ?? ''),\n    sortComparator: (a: string, b: string) =>\n      crmPicklistRank(picklist, a) - crmPicklistRank(picklist, b) || a.localeCompare(b),\n  }\n}\n\nfunction Figure(props: { label: string; value: string }) {\n  return (\n    <Stack sx={{ lineHeight: 1.2 }}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"h6\" component=\"span\">\n        {props.value}\n      </Typography>\n    </Stack>\n  )\n}\nFigure.displayName = 'Figure'\n\nexport default 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package/src/lib/components/lead-campaigns-card.js

@@ -102,20 +102,32 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
         }
         setSaving(true);
         const next = containerMembershipValue(selected);
-        const verdict = await writeGuardedBySeed({
-            subject: 'lead',
-            fromCache,
-            unreadable: leadStatus === 'error'
-        }, async ()=>{
-            await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), _extends({
-                campaignIds: next
-            }, crmClientListFields('leads', lead, {
-                campaignIds: next
-            }, LEAD_CAMPAIGN_LIST_FIELDS), {
-                updatedAt: serverTimestamp()
-            }));
-        });
-        setSaving(false);
+        let verdict;
+        try {
+            verdict = await writeGuardedBySeed({
+                subject: 'lead',
+                fromCache,
+                unreadable: leadStatus === 'error'
+            }, async ()=>{
+                await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), _extends({
+                    campaignIds: next
+                }, crmClientListFields('leads', lead, {
+                    campaignIds: next
+                }, LEAD_CAMPAIGN_LIST_FIELDS), {
+                    updatedAt: serverTimestamp()
+                }));
+            });
+        } catch (error) {
+            // A refused write has to say so, not leave the button spinning (AGL-4120).
+            console.error(error);
+            enqueueSnackbar('The filing could not be saved.', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+            return;
+        } finally{
+            setSaving(false);
+        }
         // A rule may share by campaign (AGL-3336).
         if (verdict.ok) followUpSharing('leads', [
             leadId

package/src/lib/components/lead-campaigns-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  containerMembershipUnchanged,\n  containerMembershipValue,\n  pluginDocsHelp,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker, {\n  type ContainerPickerOption,\n} from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly ContainerPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readContainerIds(lead, 'campaign')\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly ContainerPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `containerMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readContainerIds(lead, 'campaign')\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = containerMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = containerMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#lead-campaigns' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <ContainerPicker\n          kind=\"campaign\"\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  containerMembershipUnchanged,\n  containerMembershipValue,\n  pluginDocsHelp,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker, {\n  type ContainerPickerOption,\n} from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly ContainerPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readContainerIds(lead, 'campaign')\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly ContainerPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `containerMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readContainerIds(lead, 'campaign')\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = containerMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = containerMembershipValue(selected)\n    let verdict: Awaited<ReturnType<typeof writeGuardedBySeed>>\n    try {\n      verdict = await writeGuardedBySeed(\n        { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n        async () => {\n          await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n            campaignIds: next,\n            // The Leads list's Campaign filter under a site reads these\n            // (AGL-3321), from the lead with its new campaigns.\n            ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n            updatedAt: serverTimestamp(),\n          })\n        },\n      )\n    } catch (error) {\n      // A refused write has to say so, not leave the button spinning (AGL-4120).\n      console.error(error)\n      enqueueSnackbar('The filing could not be saved.', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n      return\n    } finally {\n      setSaving(false)\n    }\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#lead-campaigns' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <ContainerPicker\n          kind=\"campaign\"\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["containerMembershipUnchanged","containerMembershipValue","pluginDocsHelp","readContainerIds","ContainerPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","useCrmSharingFollowUp","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","followUpSharing","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","error","console","allowDuplicate","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","Error","spacing","kind","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,4BAA4B,EAC5BC,wBAAwB,EACxBC,cAAc,EACdC,gBAAgB,QACX,eAAc;AACrB,OAAOC,qBAEA,6DAA4D;AACnE,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAyC;IAEzC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAO1B,iBAAiBmB,MAAM,YAC3BI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG3B,YAAY;QAAEqB;IAAO;IACvC,MAAMO,kBAAkB1B,sBAAsBmB,QAAQM;IACtD,MAAME,YAAYtC;IAClB,MAAM,EAAEuC,eAAe,EAAE,GAAGxC;IAC5B,MAAMyC,SAAS5C,iBAAiBmB,MAAM;IACtC,MAAM,CAAC0B,UAAUC,YAAY,GAAGlC,SAAmBgC;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGpC,SAAS;IACnC,MAAM,CAACqC,QAAQC,UAAU,GAAGtC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMuC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BzC,UAAU;QACR,IAAI,CAACoC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYxD,6BAA6B+C,QAAQC;IACvD,MAAMS,QAAQhB,gBAAgB,CAAClB,QAAQmC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACb,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO7D,yBAAyB+C;QACtC,IAAIe;QACJ,IAAI;YACFA,UAAU,MAAMvD,mBACd;gBAAEwD,SAAS;gBAAQxB;gBAAWyB,YAAY1B,eAAe;YAAQ,GACjE;gBACE,MAAM1B,UAAUF,IAAIkC,WAAW,QAAQF,OAAO,SAASL,SAAS;oBAC9D4B,aAAaJ;mBAGV7C,oBAAoB,SAASK,MAAM;oBAAE4C,aAAaJ;gBAAK,GAAG3C;oBAC7DgD,WAAWvD;;YAEf;QAEJ,EAAE,OAAOwD,OAAO;YACd,2EAA2E;YAC3EC,QAAQD,KAAK,CAACA;YACdtB,gBAAgB,kCAAkC;gBAChDc,SAAS;gBACTU,gBAAgB;YAClB;YACA;QACF,SAAU;YACRjB,UAAU;QACZ;QACA,2CAA2C;QAC3C,IAAIU,QAAQQ,EAAE,EAAE3B,gBAAgB,SAAS;YAACN;SAAO;QACjD,IAAI,CAACyB,QAAQQ,EAAE,EAAE;gBACCR;YAAhBjB,iBAAgBiB,mBAAAA,QAAQS,OAAO,YAAfT,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrEnB,2BAAAA,QAAU;YACR+B,OAAOX,KAAK9B,MAAM,CAAC,CAACF,KAAO,CAACiB,OAAO2B,QAAQ,CAAC5C;YAC5C6C,SAAS5B,OAAOf,MAAM,CAAC,CAACF,KAAO,CAACgC,KAAKY,QAAQ,CAAC5C;QAChD;IACF;IAEA,qBACE,KAACzB;QACCuE,QAAQ;QACRC,MAAM3E,eAAe,YAAY;YAAE4E,QAAQ;QAAkB;QAC7DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQzB,QAAQ,qBACd,KAAChD;gBACC0E,MAAK;gBACLvB,SAAQ;gBACRwB,UAAUhC,UAAUI;gBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAAClB;wBAChCC,QAAQD,KAAK,CAACA;wBACdtB,gBACEsB,iBAAiBmB,SAASnB,MAAMI,OAAO,GAAGJ,MAAMI,OAAO,GAAG,yBAC1D;4BAAEZ,SAAS;4BAASU,gBAAgB;wBAAK;wBAE3CjB,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAAC1C;YAAM8E,SAAS;sBACd,cAAA,KAACpF;gBACCqF,MAAK;gBACLlE,SAASA;gBACTK,OAAOoB;gBACP0C,UAAU,CAAC5B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACAtB,OAAM;gBACN8D,YAAYvE;gBACZgE,UAAUhC;gBACVK,OAAOA;gBACPmC,WAAU;;;;AAKpB;AACAzD,kBAAkB0D,WAAW,GAAG;AAEhC,eAAe1D,kBAAiB"}

package/src/lib/components/log-activity-dialog.d.ts

@@ -6,16 +6,23 @@ export interface LogActivityDialogProps {
     /** Where the activity is written, from `useActivityScope`. */
     scope: ActivityScope;
     /**
-     * The record the activity is filed against, FIXED by the caller. A
-     * contact's page logs against that contact; the dialog offers no picker,
-     * because an activity logged from a record page is about that record and
-     * a picker would be a way to file it somewhere the reader is not looking.
+     * The record the dialog was opened on, which prefills **Name** and
+     * **Related To** (AGL-4123). A lead's own log offers neither: the lead is
+     * the entry's only link until it converts.
      */
     link: ActivityRecordLink;
+    /**
+     * The deal the dialog was opened on, as its page read it: **Name** opens on
+     * its Primary and its contact roles lead the list.
+     */
+    deal?: {
+        contactId?: unknown;
+        contactRoles?: unknown;
+    } | null;
     /**
      * When set, the dialog EDITS this activity rather than logging a new one.
-     * The link, the author and the scope stay what they were; only what was
-     * said, when, and how it went can change.
+     * The author and the scope stay what they were; what was said, when, how
+     * it went, and who and what it is about can change.
      */
     activity?: CrmActivityRow | null;
     /**
@@ -30,6 +37,15 @@ export interface LogActivityDialogProps {
  * Log a call, an email, a meeting, a note or something else against a
  * record (AGL-2600) — or correct one already logged.
  *
+ * ## Who, what and which account
+ *
+ * **Name** and **Related To** are Salesforce's Who and What (AGL-4123), and
+ * the company an entry rolls up to is stamped from them when it is saved —
+ * `model/crm-activity-link.ts` has the rule, shared with every other writer.
+ * The fields open on the record the dialog was opened from and the reader may
+ * change them: an entry named for a deal shows on the deal, on the person's
+ * timeline and on the company, whichever page it was logged from.
+ *
  * ## What is written
  *
  * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from
@@ -42,9 +58,11 @@ export interface LogActivityDialogProps {
  * An edit rewrites only the fields the dialog shows. `visibleTo` is never
  * touched — the rules refuse a scoped member changing it, and widening a
  * record is an act for an org-wide member on the record itself — and neither
- * is the author or the link. A kind that stops taking an outcome takes the
- * outcome and the duration off the document rather than leaving a stale
- * "left a voicemail" on what is now a note.
+ * is the author. The links are rewritten only when **Name** or **Related To**
+ * changed, and then the company is worked out again, so an edit that corrects
+ * a typo cannot move an entry off a timeline it was filed on. A kind that
+ * stops taking an outcome takes the outcome and the duration off the document
+ * rather than leaving a stale "left a voicemail" on what is now a note.
  *
  * ## Who may write
  *