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

package/src/lib/components/pipeline-stages-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/pipeline-stages-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_FORECAST_CATEGORIES,\n  CRM_FORECAST_CATEGORY_LABELS,\n  type CrmDealStage,\n  dealStageForecastCategory,\n} from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport {\n  addStage,\n  moveStage,\n  type PipelineDoc,\n  removeStage,\n  renameStage,\n  setStageForecastCategory,\n  setStageProbability,\n  sortedStages,\n  stageRemovalRefusal,\n  stagesProblem,\n} from '../model/deal-board-model'\n\nexport interface PipelineStagesDialogProps {\n  open: boolean\n  onClose: () => void\n  orgId: string\n  pipeline: PipelineDoc | null\n  /** The listener's verdict on the pipeline row the draft is seeded from. */\n  fromCache: boolean\n  unreadable: boolean\n  /** The scope tokens the deal count is filtered by — the viewer's own. */\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  visibleToTokens: readonly string[] | null\n}\n\n/**\n * The pipeline's stages, edited as one draft and saved as one write.\n *\n * ## One document, one save\n *\n * The stages live as an array on the pipeline document, so every edit here\n * is a local change to a copy and the Save button writes the whole array\n * back. A per-row write would be a pipeline that is half renamed when the\n * network drops, and — because the board draws columns from this array —\n * a board that redraws between every keystroke for everybody looking at it.\n *\n * ## A stage with deals in it stays\n *\n * Removing a stage is the one edit that can strand data: every deal in it\n * would point at a stage id the pipeline no longer has, sit in no column,\n * and be worth nothing to the forecast. So the remove button first asks the\n * server how many deals are in the stage — an aggregate count over the same\n * scoped query the board reads — and refuses with that number when it is\n * not zero. The count is taken at the moment of the click rather than held\n * from when the dialog opened, because a deal can be dragged in from the\n * board in another tab meanwhile.\n *\n * Won and Lost cannot be removed or reordered; their probabilities are\n * fixed by what they mean.\n *\n * ## The forecast category (AGL-3516)\n *\n * Each open stage names the forecast category a deal takes on landing in\n * it — Salesforce's fixed set, Pipeline unless chosen. Won is Closed and\n * Lost is Omitted by definition. A change here applies to the deals that\n * move into the stage from now on; a deal already in it keeps its own.\n */\nexport function PipelineStagesDialog(props: PipelineStagesDialogProps) {\n  const { open, onClose, orgId, pipeline, fromCache, unreadable, visibleToTokens } =\n    props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [stages, setStages] = useState<CrmDealStage[]>([])\n  const [newName, setNewName] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [counting, setCounting] = useState<string | null>(null)\n\n  // Re-seeded on every open, so the draft starts from the stored stages\n  // rather than from whatever the last session left unsaved.\n  useEffect(() => {\n    if (!open) return\n    setStages(sortedStages(pipeline))\n    setNewName('')\n  }, [open, pipeline])\n\n  const handleRemove = useCallback(\n    async (stageId: string) => {\n      if (!pipeline) return\n      setCounting(stageId)\n      try {\n        const snapshot = await getCountFromServer(\n          query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n            ...crmVisibleToClause(visibleToTokens),\n            where('pipelineId', '==', pipeline.$id),\n            where('stageId', '==', stageId),\n          ),\n        )\n        const refusal = stageRemovalRefusal(stages, stageId, snapshot.data().count)\n        if (refusal) {\n          enqueueSnackbar(refusal, { variant: 'warning', persist: false })\n          return\n        }\n        setStages((current) => removeStage(current, stageId))\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The deals in this stage could not be counted, so it stays.', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setCounting(null)\n      }\n    },\n    [firestore, orgId, pipeline, visibleToTokens, stages, enqueueSnackbar],\n  )\n\n  const problem = stagesProblem(stages)\n\n  const handleSave = useCallback(async () => {\n    if (!pipeline || problem) return\n    setBusy(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        { subject: 'pipeline', unreadable, fromCache },\n        async () => {\n          await updateDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, pipeline.$id),\n            { stages, updatedAt: new Date() },\n          )\n        },\n      )\n      if (!verdict.ok) {\n        enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        return\n      }\n      enqueueSnackbar('Stages saved', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [firestore, orgId, pipeline, problem, stages, unreadable, fromCache, enqueueSnackbar, onClose])\n\n  const openCount = stages.filter((stage) => stage.kind === 'open').length\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"sm\">\n      <DialogTitle>{pipeline ? `${pipeline.name} stages` : 'Stages'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The probability is the chance a deal in that stage closes, which ' +\n              'is what the weighted value multiplies by. Won is always 100% and ' +\n              'Lost always 0%. The forecast category is where a deal moved into ' +\n              'the stage is forecast; Won is always Closed and Lost always Omitted.'}\n          </Typography>\n          {stages.map((stage, index) => {\n            const isOpen = stage.kind === 'open'\n            const first = index === 0\n            const lastOpen = index === openCount - 1\n            return (\n              <Stack\n                key={stage.id}\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center' }}\n              >\n                <TextField\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={stage.name}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      renameStage(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ flex: 1 }}\n                  slotProps={{ htmlInput: { maxLength: 60 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Probability\"\n                  type=\"number\"\n                  value={stage.probability}\n                  disabled={!isOpen}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      setStageProbability(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ width: 120 }}\n                  slotProps={{\n                    htmlInput: { min: 0, max: 100, step: 5 },\n                    input: { endAdornment: '%' },\n                  }}\n                />\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Forecast\"\n                  value={dealStageForecastCategory(stage)}\n                  disabled={!isOpen}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      setStageForecastCategory(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ width: 140 }}\n                >\n                  {CRM_FORECAST_CATEGORIES.map((category) => (\n                    <MenuItem key={category} value={category}>\n                      {CRM_FORECAST_CATEGORY_LABELS[category]}\n                    </MenuItem>\n                  ))}\n                </TextField>\n                {isOpen ? (\n                  <>\n                    <Tooltip title=\"Move up\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          disabled={first}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'up'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Move down\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          disabled={lastOpen}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'down'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Remove stage\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          disabled={counting === stage.id || busy}\n                          onClick={() => void handleRemove(stage.id)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </>\n                ) : (\n                  <Chip\n                    size=\"small\"\n                    label={stage.kind === 'won' ? 'Won' : 'Lost'}\n                    color={stage.kind === 'won' ? 'success' : 'default'}\n                    sx={{ minWidth: 120 }}\n                  />\n                )}\n              </Stack>\n            )\n          })}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <TextField\n              size=\"small\"\n              label=\"New stage\"\n              value={newName}\n              onChange={(event) => setNewName(event.target.value)}\n              onKeyDown={(event) => {\n                if (event.key !== 'Enter' || !newName.trim()) return\n                event.preventDefault()\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { maxLength: 60 } }}\n            />\n            <Button\n              disabled={!newName.trim()}\n              onClick={() => {\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n            >\n              {'Add stage'}\n            </Button>\n          </Stack>\n          {problem ? (\n            <Typography variant=\"caption\" color=\"error\">\n              {problem}\n            </Typography>\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          disabled={busy || !pipeline || Boolean(problem)}\n          onClick={() => void handleSave()}\n        >\n          {'Save stages'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nPipelineStagesDialog.displayName = 'PipelineStagesDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/pipeline-stages-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_FORECAST_CATEGORIES,\n  CRM_FORECAST_CATEGORY_LABELS,\n  type CrmDealStage,\n  dealStageForecastCategory,\n} from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport {\n  addStage,\n  moveStage,\n  type PipelineDoc,\n  removeStage,\n  renameStage,\n  setStageForecastCategory,\n  setStageProbability,\n  sortedStages,\n  stageRemovalRefusal,\n  stagesProblem,\n} from '../model/deal-board-model'\nimport { settleStageNames } from '../model/settle-stage-names'\n\nexport interface PipelineStagesDialogProps {\n  open: boolean\n  onClose: () => void\n  orgId: string\n  pipeline: PipelineDoc | null\n  /** The listener's verdict on the pipeline row the draft is seeded from. */\n  fromCache: boolean\n  unreadable: boolean\n  /** The scope tokens the deal count is filtered by — the viewer's own. */\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  visibleToTokens: readonly string[] | null\n}\n\n/**\n * The pipeline's stages, edited as one draft and saved as one write.\n *\n * ## One document, one save\n *\n * The stages live as an array on the pipeline document, so every edit here\n * is a local change to a copy and the Save button writes the whole array\n * back. A per-row write would be a pipeline that is half renamed when the\n * network drops, and — because the board draws columns from this array —\n * a board that redraws between every keystroke for everybody looking at it.\n *\n * ## A stage with deals in it stays\n *\n * Removing a stage is the one edit that can strand data: every deal in it\n * would point at a stage id the pipeline no longer has, sit in no column,\n * and be worth nothing to the forecast. So the remove button first asks the\n * server how many deals are in the stage — an aggregate count over the same\n * scoped query the board reads — and refuses with that number when it is\n * not zero. The count is taken at the moment of the click rather than held\n * from when the dialog opened, because a deal can be dragged in from the\n * board in another tab meanwhile.\n *\n * Won and Lost cannot be removed or reordered; their probabilities are\n * fixed by what they mean.\n *\n * ## The forecast category (AGL-3516)\n *\n * Each open stage names the forecast category a deal takes on landing in\n * it — Salesforce's fixed set, Pipeline unless chosen. Won is Closed and\n * Lost is Omitted by definition. A change here applies to the deals that\n * move into the stage from now on; a deal already in it keeps its own.\n */\nexport function PipelineStagesDialog(props: PipelineStagesDialogProps) {\n  const { open, onClose, orgId, pipeline, fromCache, unreadable, visibleToTokens } =\n    props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [stages, setStages] = useState<CrmDealStage[]>([])\n  const [newName, setNewName] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [counting, setCounting] = useState<string | null>(null)\n\n  // Re-seeded on every open, so the draft starts from the stored stages\n  // rather than from whatever the last session left unsaved.\n  useEffect(() => {\n    if (!open) return\n    setStages(sortedStages(pipeline))\n    setNewName('')\n  }, [open, pipeline])\n\n  const handleRemove = useCallback(\n    async (stageId: string) => {\n      if (!pipeline) return\n      setCounting(stageId)\n      try {\n        const snapshot = await getCountFromServer(\n          query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n            ...crmVisibleToClause(visibleToTokens),\n            where('pipelineId', '==', pipeline.$id),\n            where('stageId', '==', stageId),\n          ),\n        )\n        const refusal = stageRemovalRefusal(stages, stageId, snapshot.data().count)\n        if (refusal) {\n          enqueueSnackbar(refusal, { variant: 'warning', persist: false })\n          return\n        }\n        setStages((current) => removeStage(current, stageId))\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The deals in this stage could not be counted, so it stays.', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setCounting(null)\n      }\n    },\n    [firestore, orgId, pipeline, visibleToTokens, stages, enqueueSnackbar],\n  )\n\n  const problem = stagesProblem(stages)\n\n  const handleSave = useCallback(async () => {\n    if (!pipeline || problem) return\n    setBusy(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        { subject: 'pipeline', unreadable, fromCache },\n        async () => {\n          await updateDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, pipeline.$id),\n            { stages: settleStageNames(stages), updatedAt: new Date() },\n          )\n        },\n      )\n      if (!verdict.ok) {\n        enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        return\n      }\n      enqueueSnackbar('Stages saved', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [firestore, orgId, pipeline, problem, stages, unreadable, fromCache, enqueueSnackbar, onClose])\n\n  const openCount = stages.filter((stage) => stage.kind === 'open').length\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"sm\">\n      <DialogTitle>{pipeline ? `${pipeline.name} stages` : 'Stages'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The probability is the chance a deal in that stage closes, which ' +\n              'is what the weighted value multiplies by. Won is always 100% and ' +\n              'Lost always 0%. The forecast category is where a deal moved into ' +\n              'the stage is forecast; Won is always Closed and Lost always Omitted.'}\n          </Typography>\n          {stages.map((stage, index) => {\n            const isOpen = stage.kind === 'open'\n            const first = index === 0\n            const lastOpen = index === openCount - 1\n            return (\n              <Stack\n                key={stage.id}\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center' }}\n              >\n                <TextField\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={stage.name}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      renameStage(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ flex: 1 }}\n                  slotProps={{ htmlInput: { maxLength: 60 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Probability\"\n                  type=\"number\"\n                  value={stage.probability}\n                  disabled={!isOpen}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      setStageProbability(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ width: 120 }}\n                  slotProps={{\n                    htmlInput: { min: 0, max: 100, step: 5 },\n                    input: { endAdornment: '%' },\n                  }}\n                />\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Forecast\"\n                  value={dealStageForecastCategory(stage)}\n                  disabled={!isOpen}\n                  onChange={(event) =>\n                    setStages((current) =>\n                      setStageForecastCategory(current, stage.id, event.target.value),\n                    )\n                  }\n                  sx={{ width: 140 }}\n                >\n                  {CRM_FORECAST_CATEGORIES.map((category) => (\n                    <MenuItem key={category} value={category}>\n                      {CRM_FORECAST_CATEGORY_LABELS[category]}\n                    </MenuItem>\n                  ))}\n                </TextField>\n                {isOpen ? (\n                  <>\n                    <Tooltip title=\"Move up\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          aria-label={`Move ${stage.name} up`}\n                          disabled={first}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'up'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Move down\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          aria-label={`Move ${stage.name} down`}\n                          disabled={lastOpen}\n                          onClick={() =>\n                            setStages((current) => moveStage(current, stage.id, 'down'))\n                          }\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                    <Tooltip title=\"Remove stage\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          aria-label={`Remove ${stage.name}`}\n                          disabled={counting === stage.id || busy}\n                          onClick={() => void handleRemove(stage.id)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </>\n                ) : (\n                  <Chip\n                    size=\"small\"\n                    label={stage.kind === 'won' ? 'Won' : 'Lost'}\n                    color={stage.kind === 'won' ? 'success' : 'default'}\n                    sx={{ minWidth: 120 }}\n                  />\n                )}\n              </Stack>\n            )\n          })}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <TextField\n              size=\"small\"\n              label=\"New stage\"\n              value={newName}\n              onChange={(event) => setNewName(event.target.value)}\n              onKeyDown={(event) => {\n                if (event.key !== 'Enter' || !newName.trim()) return\n                event.preventDefault()\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { maxLength: 60 } }}\n            />\n            <Button\n              disabled={!newName.trim()}\n              onClick={() => {\n                setStages((current) => addStage(current, newName))\n                setNewName('')\n              }}\n            >\n              {'Add stage'}\n            </Button>\n          </Stack>\n          {problem ? (\n            <Typography variant=\"caption\" color=\"error\">\n              {problem}\n            </Typography>\n          ) : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          disabled={busy || !pipeline || Boolean(problem)}\n          onClick={() => void handleSave()}\n        >\n          {'Save stages'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nPipelineStagesDialog.displayName = 'PipelineStagesDialog'\n\nexport default PipelineStagesDialog\n"],"names":["CRM_COLLECTIONS","CRM_FORECAST_CATEGORIES","CRM_FORECAST_CATEGORY_LABELS","dealStageForecastCategory","mdiArrowDown","mdiArrowUp","mdiDeleteOutline","MdiIcon","useSnackbar","useFirestore","writeGuardedBySeed","Button","Chip","Dialog","DialogActions","DialogContent","DialogTitle","IconButton","MenuItem","Stack","TextField","Tooltip","Typography","collection","doc","getCountFromServer","query","updateDoc","where","useCallback","useEffect","useState","crmVisibleToClause","addStage","moveStage","removeStage","renameStage","setStageForecastCategory","setStageProbability","sortedStages","stageRemovalRefusal","stagesProblem","settleStageNames","PipelineStagesDialog","props","open","onClose","orgId","pipeline","fromCache","unreadable","visibleToTokens","firestore","enqueueSnackbar","stages","setStages","newName","setNewName","busy","setBusy","counting","setCounting","handleRemove","stageId","snapshot","deals","$id","refusal","data","count","variant","persist","current","error","console","allowDuplicate","problem","handleSave","verdict","subject","pipelines","updatedAt","Date","ok","message","openCount","filter","stage","kind","length","undefined","fullWidth","maxWidth","name","spacing","sx","pt","color","map","index","isOpen","first","lastOpen","direction","alignItems","size","label","value","onChange","event","id","target","flex","slotProps","htmlInput","maxLength","type","probability","disabled","width","min","max","step","input","endAdornment","select","category","title","span","aria-label","onClick","path","minWidth","onKeyDown","key","trim","preventDefault","Boolean","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,EACfC,uBAAuB,EACvBC,4BAA4B,EAE5BC,yBAAyB,QACpB,eAAc;AACrB,SACEC,YAAY,EACZC,UAAU,EACVC,gBAAgB,QACX,yBAAwB;AAC/B,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,EAAEC,kBAAkB,QAAQ,iCAAgC;AACjF,SACEC,MAAM,EACNC,IAAI,EACJC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,WAAW,EACXC,UAAU,EACVC,QAAQ,EACRC,KAAK,EACLC,SAAS,EACTC,OAAO,EACPC,UAAU,QACL,gBAAe;AACtB,SACEC,UAAU,EACVC,GAAG,EACHC,kBAAkB,EAClBC,KAAK,EACLC,SAAS,EACTC,KAAK,QACA,qBAAoB;AAC3B,SAASC,WAAW,EAAEC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AACxD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SACEC,QAAQ,EACRC,SAAS,EAETC,WAAW,EACXC,WAAW,EACXC,wBAAwB,EACxBC,mBAAmB,EACnBC,YAAY,EACZC,mBAAmB,EACnBC,aAAa,QACR,+BAA2B;AAClC,SAASC,gBAAgB,QAAQ,iCAA6B;AAe9D;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA+BC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;IACnE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,KAAK,EAAEC,QAAQ,EAAEC,SAAS,EAAEC,UAAU,EAAEC,eAAe,EAAE,GAC9EP;IACF,MAAMQ,YAAY3C;IAClB,MAAM,EAAE4C,eAAe,EAAE,GAAG7C;IAC5B,MAAM,CAAC8C,QAAQC,UAAU,GAAGxB,SAAyB,EAAE;IACvD,MAAM,CAACyB,SAASC,WAAW,GAAG1B,SAAS;IACvC,MAAM,CAAC2B,MAAMC,QAAQ,GAAG5B,SAAS;IACjC,MAAM,CAAC6B,UAAUC,YAAY,GAAG9B,SAAwB;IAExD,sEAAsE;IACtE,2DAA2D;IAC3DD,UAAU;QACR,IAAI,CAACe,MAAM;QACXU,UAAUhB,aAAaS;QACvBS,WAAW;IACb,GAAG;QAACZ;QAAMG;KAAS;IAEnB,MAAMc,eAAejC,YACnB,OAAOkC;QACL,IAAI,CAACf,UAAU;QACfa,YAAYE;QACZ,IAAI;YACF,MAAMC,WAAW,MAAMvC,mBACrBC,MACEH,WAAW6B,WAAW,QAAQL,OAAO/C,gBAAgBiE,KAAK,MACvDjC,mBAAmBmB,kBACtBvB,MAAM,cAAc,MAAMoB,SAASkB,GAAG,GACtCtC,MAAM,WAAW,MAAMmC;YAG3B,MAAMI,UAAU3B,oBAAoBc,QAAQS,SAASC,SAASI,IAAI,GAAGC,KAAK;YAC1E,IAAIF,SAAS;gBACXd,gBAAgBc,SAAS;oBAAEG,SAAS;oBAAWC,SAAS;gBAAM;gBAC9D;YACF;YACAhB,UAAU,CAACiB,UAAYrC,YAAYqC,SAAST;QAC9C,EAAE,OAAOU,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdpB,gBAAgB,8DAA8D;gBAC5EiB,SAAS;gBACTK,gBAAgB;YAClB;QACF,SAAU;YACRd,YAAY;QACd;IACF,GACA;QAACT;QAAWL;QAAOC;QAAUG;QAAiBG;QAAQD;KAAgB;IAGxE,MAAMuB,UAAUnC,cAAca;IAE9B,MAAMuB,aAAahD,YAAY;QAC7B,IAAI,CAACmB,YAAY4B,SAAS;QAC1BjB,QAAQ;QACR,IAAI;YACF,MAAMmB,UAAU,MAAMpE,mBACpB;gBAAEqE,SAAS;gBAAY7B;gBAAYD;YAAU,GAC7C;gBACE,MAAMtB,UACJH,IAAI4B,WAAW,QAAQL,OAAO/C,gBAAgBgF,SAAS,EAAEhC,SAASkB,GAAG,GACrE;oBAAEZ,QAAQZ,iBAAiBY;oBAAS2B,WAAW,IAAIC;gBAAO;YAE9D;YAEF,IAAI,CAACJ,QAAQK,EAAE,EAAE;gBACf9B,gBAAgByB,QAAQM,OAAO,EAAE;oBAAEd,SAAS;oBAAWC,SAAS;gBAAM;gBACtE;YACF;YACAlB,gBAAgB,gBAAgB;gBAAEiB,SAAS;gBAAWC,SAAS;YAAM;YACrEzB;QACF,EAAE,OAAO2B,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdpB,gBAAgB,yBAAyB;gBACvCiB,SAAS;gBACTK,gBAAgB;YAClB;QACF,SAAU;YACRhB,QAAQ;QACV;IACF,GAAG;QAACP;QAAWL;QAAOC;QAAU4B;QAAStB;QAAQJ;QAAYD;QAAWI;QAAiBP;KAAQ;IAEjG,MAAMuC,YAAY/B,OAAOgC,MAAM,CAAC,CAACC,QAAUA,MAAMC,IAAI,KAAK,QAAQC,MAAM;IAExE,qBACE,MAAC5E;QAAOgC,MAAMA;QAAMC,SAASY,OAAOgC,YAAY5C;QAAS6C,SAAS;QAACC,UAAS;;0BAC1E,KAAC5E;0BAAagC,WAAW,GAAGA,SAAS6C,IAAI,CAAC,OAAO,CAAC,GAAG;;0BACrD,KAAC9E;0BACC,cAAA,MAACI;oBAAM2E,SAAS;oBAAGC,IAAI;wBAAEC,IAAI;oBAAE;;sCAC7B,KAAC1E;4BAAWgD,SAAQ;4BAAQ2B,OAAM;sCAC/B,sEACC,sEACA,sEACA;;wBAEH3C,OAAO4C,GAAG,CAAC,CAACX,OAAOY;4BAClB,MAAMC,SAASb,MAAMC,IAAI,KAAK;4BAC9B,MAAMa,QAAQF,UAAU;4BACxB,MAAMG,WAAWH,UAAUd,YAAY;4BACvC,qBACE,MAAClE;gCAECoF,WAAU;gCACVT,SAAS;gCACTC,IAAI;oCAAES,YAAY;gCAAS;;kDAE3B,KAACpF;wCACCqF,MAAK;wCACLC,OAAM;wCACNC,OAAOpB,MAAMM,IAAI;wCACjBe,UAAU,CAACC,QACTtD,UAAU,CAACiB,UACTpC,YAAYoC,SAASe,MAAMuB,EAAE,EAAED,MAAME,MAAM,CAACJ,KAAK;wCAGrDZ,IAAI;4CAAEiB,MAAM;wCAAE;wCACdC,WAAW;4CAAEC,WAAW;gDAAEC,WAAW;4CAAG;wCAAE;;kDAE5C,KAAC/F;wCACCqF,MAAK;wCACLC,OAA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package/src/lib/components/record-activity-card.d.ts

@@ -3,6 +3,13 @@ export type RecordActivityCardProps = ActivityRecordLink & {
     /** The site the record is read under, or `null` at the organization level. */
     hostId: string | null;
     org: CrmOrg;
+    /** The deal's page's own document, so **Log activity** opens on its Primary. */
+    deal?: {
+        contactId?: unknown;
+        contactRoles?: unknown;
+    } | null;
+    /** The hub's mount path, for the links a company's entries carry. */
+    basePath?: string;
 };
 /**
  * The activity log of one record — a contact, a company, a deal or a lead
@@ -14,8 +21,10 @@ export type RecordActivityCardProps = ActivityRecordLink & {
  * bounded to a hundred, which a page turned past it widens by the next
  * hundred. **Log activity** and **Expand all** sit in the card header. Which
  * record is decided by whichever of the four ids the page passes, and that
- * id is what the dialog files a new activity against — the page fixes it,
- * the reader does not pick it.
+ * id is what the dialog's **Name** and **Related To** open on.
+ *
+ * A company's log is every entry that rolled up to it (AGL-4123), its people's
+ * and its deals' as well as its own, so each row says who or what it is about.
  *
  * The contact's page does NOT use this card. A person has a second history
  * the platform captured on the row itself, and the two belong in one

package/src/lib/components/record-activity-card.js

@@ -16,13 +16,59 @@
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { pluginDocsHelp } from "@aglyn/aglyn";
-import { CardDisplay } from "@aglyn/shared-ui-jsx";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
 import { Button, Stack, Typography } from "@mui/material";
-import { useCallback, useMemo, useState } from "react";
+import { Fragment, useCallback, useMemo, useState } from "react";
+import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
+import { crmRoutes } from "../model/crm-routes.js";
 import { ActivityList } from "./activity-list.js";
 import { useActivityScope, useActivityWindow } from "./activity-queries.js";
 import { TimelineExpandAllButton, useTimelineExpansion } from "./activity-timeline.js";
 import { LogActivityDialog } from "./log-activity-dialog.js";
+/** A rolled-up entry's person, then its deal, and the word for one nobody can name. */ const ABOUT_KINDS = [
+    {
+        kind: 'contact',
+        field: 'contactId',
+        label: 'Contact'
+    },
+    {
+        kind: 'deal',
+        field: 'dealId',
+        label: 'Deal'
+    }
+];
+/**
+ * The contact and the deal a company's entry is about (AGL-4123), each a link
+ * to its record. A record this reader cannot name, or one since deleted, reads
+ * as its kind: the id means nothing to anybody.
+ */ function ActivityAbout(props) {
+    const { activity, nameOf, hrefOf } = props;
+    const about = ABOUT_KINDS.flatMap(({ kind, field, label })=>{
+        const id = activity[field];
+        return id ? [
+            {
+                kind,
+                id,
+                label: nameOf(kind, id) || label
+            }
+        ] : [];
+    });
+    if (!about.length) return null;
+    return /*#__PURE__*/ _jsx(Typography, {
+        variant: "caption",
+        color: "text.secondary",
+        "data-testid": "activity-about",
+        children: about.map(({ kind, id, label }, index)=>/*#__PURE__*/ _jsxs(Fragment, {
+                children: [
+                    index ? ' · ' : null,
+                    hrefOf ? /*#__PURE__*/ _jsx(AppLink, {
+                        href: hrefOf(kind, id),
+                        children: label
+                    }) : label
+                ]
+            }, kind))
+    });
+}
 /**
  * The activity log of one record — a contact, a company, a deal or a lead
  * (AGL-2615) — with the button that adds to it (AGL-2600).
@@ -33,14 +79,18 @@ import { LogActivityDialog } from "./log-activity-dialog.js";
  * bounded to a hundred, which a page turned past it widens by the next
  * hundred. **Log activity** and **Expand all** sit in the card header. Which
  * record is decided by whichever of the four ids the page passes, and that
- * id is what the dialog files a new activity against — the page fixes it,
- * the reader does not pick it.
+ * id is what the dialog's **Name** and **Related To** open on.
+ *
+ * A company's log is every entry that rolled up to it (AGL-4123), its people's
+ * and its deals' as well as its own, so each row says who or what it is about.
  *
  * The contact's page does NOT use this card. A person has a second history
  * the platform captured on the row itself, and the two belong in one
  * stream; see `contact-timeline-card.tsx`, which is this card's superset.
  */ export function RecordActivityCard(props) {
-    const { hostId, org, contactId, companyId, dealId, leadId } = props;
+    var _ref;
+    var _scope_consentGroup;
+    const { hostId, org, contactId, companyId, dealId, leadId, deal, basePath } = props;
     const scope = useActivityScope(hostId, org);
     /*
    * Memoized because the link is a listener dependency by value inside
@@ -59,6 +109,39 @@ import { LogActivityDialog } from "./log-activity-dialog.js";
         leadId
     ]);
     const activities = useActivityWindow(scope, link);
+    /*
+   * One read per person and deal the shown rows name, cached for the page and
+   * asked only on a company's log: the bounded audience of one account, which
+   * the org-wide feed is not, and the reason it names no records.
+   */ const aboutRecords = useMemo(()=>companyId ? activities.rows.flatMap((row)=>ABOUT_KINDS.flatMap(({ kind, field })=>{
+                const id = row[field];
+                return id ? [
+                    {
+                        kind,
+                        id
+                    }
+                ] : [];
+            })) : [], [
+        companyId,
+        activities.rows
+    ]);
+    const nameOf = useCrmRecordNames({
+        orgId: scope.orgId,
+        groupId: (_ref = (_scope_consentGroup = scope.consentGroup) == null ? void 0 : _scope_consentGroup.groupId) != null ? _ref : null,
+        org: scope.org,
+        records: aboutRecords
+    });
+    const routes = useMemo(()=>basePath ? crmRoutes(basePath) : null, [
+        basePath
+    ]);
+    const aboutFor = useCallback((activity)=>/*#__PURE__*/ _jsx(ActivityAbout, {
+            activity: activity,
+            nameOf: nameOf,
+            hrefOf: routes ? (kind, id)=>routes[kind](id) : null
+        }), [
+        nameOf,
+        routes
+    ]);
     const expansion = useTimelineExpansion();
     const [dialogOpen, setDialogOpen] = useState(false);
     const [editing, setEditing] = useState(null);
@@ -108,6 +191,7 @@ import { LogActivityDialog } from "./log-activity-dialog.js";
                     rows: activities.rows,
                     scope: scope,
                     onEdit: openEdit,
+                    aboutFor: companyId ? aboutFor : undefined,
                     hasMore: activities.hasMore,
                     onShowMore: activities.showMore,
                     loading: activities.status === 'loading',
@@ -128,6 +212,7 @@ import { LogActivityDialog } from "./log-activity-dialog.js";
                 onClose: close,
                 scope: scope,
                 link: link,
+                deal: deal,
                 activity: editing
             })
         ]

package/src/lib/components/record-activity-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/record-activity-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 type { CrmActivityRow } from '@aglyn/aglyn'\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { useCallback, useMemo, useState } from 'react'\nimport { ActivityList } from './activity-list'\nimport {\n  type ActivityRecordLink,\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\nimport { TimelineExpandAllButton, useTimelineExpansion } from './activity-timeline'\nimport { LogActivityDialog } from './log-activity-dialog'\n\nexport type RecordActivityCardProps = ActivityRecordLink & {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n}\n\n/**\n * The activity log of one record — a contact, a company, a deal or a lead\n * (AGL-2615) — with the button that adds to it (AGL-2600).\n *\n * One card for all four record pages, because the log is the same thing on\n * each of them: what people did about this record, newest first, one\n * collapsed entry each and paged by the console's footer over a listener\n * bounded to a hundred, which a page turned past it widens by the next\n * hundred. **Log activity** and **Expand all** sit in the card header. Which\n * record is decided by whichever of the four ids the page passes, and that\n * id is what the dialog files a new activity against — the page fixes it,\n * the reader does not pick it.\n *\n * The contact's page does NOT use this card. A person has a second history\n * the platform captured on the row itself, and the two belong in one\n * stream; see `contact-timeline-card.tsx`, which is this card's superset.\n */\nexport function RecordActivityCard(props: RecordActivityCardProps) {\n  const { hostId, org, contactId, companyId, dealId, leadId } = props\n  const scope = useActivityScope(hostId, org)\n  /*\n   * Memoized because the link is a listener dependency by value inside\n   * `useActivityWindow` and the dialog's prop by reference: a fresh object\n   * each render would be harmless to the query, which reads the ids, and\n   * noisy for anything that compares the object.\n   */\n  const link = useMemo<ActivityRecordLink>(\n    () => ({ contactId, companyId, dealId, leadId }),\n    [contactId, companyId, dealId, leadId],\n  )\n  const activities = useActivityWindow(scope, link)\n  const expansion = useTimelineExpansion()\n  const [dialogOpen, setDialogOpen] = useState(false)\n  const [editing, setEditing] = useState<CrmActivityRow | null>(null)\n  const openNew = useCallback(() => {\n    setEditing(null)\n    setDialogOpen(true)\n  }, [])\n  const openEdit = useCallback((activity: CrmActivityRow) => {\n    setEditing(activity)\n    setDialogOpen(true)\n  }, [])\n  const close = useCallback(() => setDialogOpen(false), [])\n\n  return (\n    <>\n      <CardDisplay\n        header={'Activity'}\n        help={pluginDocsHelp('contactActivities', { anchor: '#logging-an-activity' })}\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              <TimelineExpandAllButton\n                expansion={expansion}\n                disabled={!activities.rows.length}\n              />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={openNew}\n                disabled={!activities.ready}\n              >\n                {'Log activity'}\n              </Button>\n            </Stack>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {activities.status === 'error' ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {'The activity log could not be loaded.'}\n          </Typography>\n        ) : (\n          <ActivityList\n            rows={activities.rows}\n            scope={scope}\n            onEdit={openEdit}\n            hasMore={activities.hasMore}\n            onShowMore={activities.showMore}\n            loading={activities.status === 'loading'}\n            expansion={expansion}\n            emptyText=\"A call, an email, a meeting or a note about this record goes here.\"\n            emptyAction={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={openNew}\n                disabled={!activities.ready}\n              >\n                {'Log activity'}\n              </Button>\n            }\n          />\n        )}\n      </CardDisplay>\n      <LogActivityDialog\n        open={dialogOpen}\n        onClose={close}\n        scope={scope}\n        link={link}\n        activity={editing}\n      />\n    </>\n  )\n}\nRecordActivityCard.displayName = 'RecordActivityCard'\n\nexport default RecordActivityCard\n"],"names":["pluginDocsHelp","CardDisplay","Button","Stack","Typography","useCallback","useMemo","useState","ActivityList","useActivityScope","useActivityWindow","TimelineExpandAllButton","useTimelineExpansion","LogActivityDialog","RecordActivityCard","props","hostId","org","contactId","companyId","dealId","leadId","scope","link","activities","expansion","dialogOpen","setDialogOpen","editing","setEditing","openNew","openEdit","activity","close","header","help","anchor","HeaderProps","action","direction","spacing","disabled","rows","length","size","variant","color","onClick","ready","contentGutterX","contentGutterY","status","onEdit","hasMore","onShowMore","showMore","loading","emptyText","emptyAction","open","onClose","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAGEC,gBAAgB,EAChBC,iBAAiB,QACZ,wBAAoB;AAC3B,SAASC,uBAAuB,EAAEC,oBAAoB,QAAQ,yBAAqB;AACnF,SAASC,iBAAiB,QAAQ,2BAAuB;AAQzD;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,SAAS,EAAEC,SAAS,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGN;IAC9D,MAAMO,QAAQb,iBAAiBO,QAAQC;IACvC;;;;;GAKC,GACD,MAAMM,OAAOjB,QACX,IAAO,CAAA;YAAEY;YAAWC;YAAWC;YAAQC;QAAO,CAAA,GAC9C;QAACH;QAAWC;QAAWC;QAAQC;KAAO;IAExC,MAAMG,aAAad,kBAAkBY,OAAOC;IAC5C,MAAME,YAAYb;IAClB,MAAM,CAACc,YAAYC,cAAc,GAAGpB,SAAS;IAC7C,MAAM,CAACqB,SAASC,WAAW,GAAGtB,SAAgC;IAC9D,MAAMuB,UAAUzB,YAAY;QAC1BwB,WAAW;QACXF,cAAc;IAChB,GAAG,EAAE;IACL,MAAMI,WAAW1B,YAAY,CAAC2B;QAC5BH,WAAWG;QACXL,cAAc;IAChB,GAAG,EAAE;IACL,MAAMM,QAAQ5B,YAAY,IAAMsB,cAAc,QAAQ,EAAE;IAExD,qBACE;;0BACE,KAAC1B;gBACCiC,QAAQ;gBACRC,MAAMnC,eAAe,qBAAqB;oBAAEoC,QAAQ;gBAAuB;gBAC3EC,aAAa;oBACXC,sBACE,MAACnC;wBAAMoC,WAAU;wBAAMC,SAAS;;0CAC9B,KAAC7B;gCACCc,WAAWA;gCACXgB,UAAU,CAACjB,WAAWkB,IAAI,CAACC,MAAM;;0CAEnC,KAACzC;gCACC0C,MAAK;gCACLC,SAAQ;gCACRC,OAAM;gCACNC,SAASjB;gCACTW,UAAU,CAACjB,WAAWwB,KAAK;0CAE1B;;;;gBAIT;gBACAC,cAAc;gBACdC,cAAc;0BAEb1B,WAAW2B,MAAM,KAAK,wBACrB,KAAC/C;oBAAWyC,SAAQ;oBAAQC,OAAM;8BAC/B;mCAGH,KAACtC;oBACCkC,MAAMlB,WAAWkB,IAAI;oBACrBpB,OAAOA;oBACP8B,QAAQrB;oBACRsB,SAAS7B,WAAW6B,OAAO;oBAC3BC,YAAY9B,WAAW+B,QAAQ;oBAC/BC,SAAShC,WAAW2B,MAAM,KAAK;oBAC/B1B,WAAWA;oBACXgC,WAAU;oBACVC,2BACE,KAACxD;wBACC0C,MAAK;wBACLC,SAAQ;wBACRC,OAAM;wBACNC,SAASjB;wBACTW,UAAU,CAACjB,WAAWwB,KAAK;kCAE1B;;;;0BAMX,KAACnC;gBACC8C,MAAMjC;gBACNkC,SAAS3B;gBACTX,OAAOA;gBACPC,MAAMA;gBACNS,UAAUJ;;;;AAIlB;AACAd,mBAAmB+C,WAAW,GAAG;AAEjC,eAAe/C,mBAAkB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/record-activity-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 type { CrmActivityRow } from '@aglyn/aglyn'\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { Fragment, useCallback, useMemo, useState } from 'react'\nimport { type CrmRecordKind, useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityList } from './activity-list'\nimport {\n  type ActivityRecordLink,\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\nimport { TimelineExpandAllButton, useTimelineExpansion } from './activity-timeline'\nimport { LogActivityDialog } from './log-activity-dialog'\n\nexport type RecordActivityCardProps = ActivityRecordLink & {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n  /** The deal's page's own document, so **Log activity** opens on its Primary. */\n  deal?: { contactId?: unknown; contactRoles?: unknown } | null\n  /** The hub's mount path, for the links a company's entries carry. */\n  basePath?: string\n}\n\n/** A rolled-up entry's person, then its deal, and the word for one nobody can name. */\nconst ABOUT_KINDS = [\n  { kind: 'contact', field: 'contactId', label: 'Contact' },\n  { kind: 'deal', field: 'dealId', label: 'Deal' },\n] as const satisfies ReadonlyArray<{\n  kind: CrmRecordKind\n  field: 'contactId' | 'dealId'\n  label: string\n}>\n\n/**\n * The contact and the deal a company's entry is about (AGL-4123), each a link\n * to its record. A record this reader cannot name, or one since deleted, reads\n * as its kind: the id means nothing to anybody.\n */\nfunction ActivityAbout(props: {\n  activity: CrmActivityRow\n  nameOf: (kind: CrmRecordKind, id: string) => string | undefined\n  hrefOf: ((kind: CrmRecordKind, id: string) => string) | null\n}) {\n  const { activity, nameOf, hrefOf } = props\n  const about = ABOUT_KINDS.flatMap(({ kind, field, label }) => {\n    const id = activity[field]\n    return id ? [{ kind, id, label: nameOf(kind, id) || label }] : []\n  })\n  if (!about.length) return null\n  return (\n    <Typography variant=\"caption\" color=\"text.secondary\" data-testid=\"activity-about\">\n      {about.map(({ kind, id, label }, index) => (\n        <Fragment key={kind}>\n          {index ? ' · ' : null}\n          {hrefOf ? <AppLink href={hrefOf(kind, id)}>{label}</AppLink> : label}\n        </Fragment>\n      ))}\n    </Typography>\n  )\n}\n\n/**\n * The activity log of one record — a contact, a company, a deal or a lead\n * (AGL-2615) — with the button that adds to it (AGL-2600).\n *\n * One card for all four record pages, because the log is the same thing on\n * each of them: what people did about this record, newest first, one\n * collapsed entry each and paged by the console's footer over a listener\n * bounded to a hundred, which a page turned past it widens by the next\n * hundred. **Log activity** and **Expand all** sit in the card header. Which\n * record is decided by whichever of the four ids the page passes, and that\n * id is what the dialog's **Name** and **Related To** open on.\n *\n * A company's log is every entry that rolled up to it (AGL-4123), its people's\n * and its deals' as well as its own, so each row says who or what it is about.\n *\n * The contact's page does NOT use this card. A person has a second history\n * the platform captured on the row itself, and the two belong in one\n * stream; see `contact-timeline-card.tsx`, which is this card's superset.\n */\nexport function RecordActivityCard(props: RecordActivityCardProps) {\n  const { hostId, org, contactId, companyId, dealId, leadId, deal, basePath } = props\n  const scope = useActivityScope(hostId, org)\n  /*\n   * Memoized because the link is a listener dependency by value inside\n   * `useActivityWindow` and the dialog's prop by reference: a fresh object\n   * each render would be harmless to the query, which reads the ids, and\n   * noisy for anything that compares the object.\n   */\n  const link = useMemo<ActivityRecordLink>(\n    () => ({ contactId, companyId, dealId, leadId }),\n    [contactId, companyId, dealId, leadId],\n  )\n  const activities = useActivityWindow(scope, link)\n  /*\n   * One read per person and deal the shown rows name, cached for the page and\n   * asked only on a company's log: the bounded audience of one account, which\n   * the org-wide feed is not, and the reason it names no records.\n   */\n  const aboutRecords = useMemo(\n    () =>\n      companyId\n        ? activities.rows.flatMap((row) =>\n            ABOUT_KINDS.flatMap(({ kind, field }) => {\n              const id = row[field]\n              return id ? [{ kind, id }] : []\n            }),\n          )\n        : [],\n    [companyId, activities.rows],\n  )\n  const nameOf = useCrmRecordNames({\n    orgId: scope.orgId,\n    groupId: scope.consentGroup?.groupId ?? null,\n    org: scope.org,\n    records: aboutRecords,\n  })\n  const routes = useMemo(() => (basePath ? crmRoutes(basePath) : null), [basePath])\n  const aboutFor = useCallback(\n    (activity: CrmActivityRow) => (\n      <ActivityAbout\n        activity={activity}\n        nameOf={nameOf}\n        hrefOf={routes ? (kind, id) => routes[kind](id) : null}\n      />\n    ),\n    [nameOf, routes],\n  )\n  const expansion = useTimelineExpansion()\n  const [dialogOpen, setDialogOpen] = useState(false)\n  const [editing, setEditing] = useState<CrmActivityRow | null>(null)\n  const openNew = useCallback(() => {\n    setEditing(null)\n    setDialogOpen(true)\n  }, [])\n  const openEdit = useCallback((activity: CrmActivityRow) => {\n    setEditing(activity)\n    setDialogOpen(true)\n  }, [])\n  const close = useCallback(() => setDialogOpen(false), [])\n\n  return (\n    <>\n      <CardDisplay\n        header={'Activity'}\n        help={pluginDocsHelp('contactActivities', { anchor: '#logging-an-activity' })}\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              <TimelineExpandAllButton\n                expansion={expansion}\n                disabled={!activities.rows.length}\n              />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={openNew}\n                disabled={!activities.ready}\n              >\n                {'Log activity'}\n              </Button>\n            </Stack>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {activities.status === 'error' ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {'The activity log could not be loaded.'}\n          </Typography>\n        ) : (\n          <ActivityList\n            rows={activities.rows}\n            scope={scope}\n            onEdit={openEdit}\n            aboutFor={companyId ? aboutFor : undefined}\n            hasMore={activities.hasMore}\n            onShowMore={activities.showMore}\n            loading={activities.status === 'loading'}\n            expansion={expansion}\n            emptyText=\"A call, an email, a meeting or a note about this record goes here.\"\n            emptyAction={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={openNew}\n                disabled={!activities.ready}\n              >\n                {'Log activity'}\n              </Button>\n            }\n          />\n        )}\n      </CardDisplay>\n      <LogActivityDialog\n        open={dialogOpen}\n        onClose={close}\n        scope={scope}\n        link={link}\n        deal={deal}\n        activity={editing}\n      />\n    </>\n  )\n}\nRecordActivityCard.displayName = 'RecordActivityCard'\n\nexport default RecordActivityCard\n"],"names":["pluginDocsHelp","AppLink","CardDisplay","Button","Stack","Typography","Fragment","useCallback","useMemo","useState","useCrmRecordNames","crmRoutes","ActivityList","useActivityScope","useActivityWindow","TimelineExpandAllButton","useTimelineExpansion","LogActivityDialog","ABOUT_KINDS","kind","field","label","ActivityAbout","props","activity","nameOf","hrefOf","about","flatMap","id","length","variant","color","data-testid","map","index","href","RecordActivityCard","scope","hostId","org","contactId","companyId","dealId","leadId","deal","basePath","link","activities","aboutRecords","rows","row","orgId","groupId","consentGroup","records","routes","aboutFor","expansion","dialogOpen","setDialogOpen","editing","setEditing","openNew","openEdit","close","header","help","anchor","HeaderProps","action","direction","spacing","disabled","size","onClick","ready","contentGutterX","contentGutterY","status","onEdit","undefined","hasMore","onShowMore","showMore","loading","emptyText","emptyAction","open","onClose","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,QAAQ,EAAEC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAChE,SAA6BC,iBAAiB,QAAQ,mCAA+B;AACrF,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAGEC,gBAAgB,EAChBC,iBAAiB,QACZ,wBAAoB;AAC3B,SAASC,uBAAuB,EAAEC,oBAAoB,QAAQ,yBAAqB;AACnF,SAASC,iBAAiB,QAAQ,2BAAuB;AAYzD,qFAAqF,GACrF,MAAMC,cAAc;IAClB;QAAEC,MAAM;QAAWC,OAAO;QAAaC,OAAO;IAAU;IACxD;QAAEF,MAAM;QAAQC,OAAO;QAAUC,OAAO;IAAO;CAChD;AAMD;;;;CAIC,GACD,SAASC,cAAcC,KAItB;IACC,MAAM,EAAEC,QAAQ,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGH;IACrC,MAAMI,QAAQT,YAAYU,OAAO,CAAC,CAAC,EAAET,IAAI,EAAEC,KAAK,EAAEC,KAAK,EAAE;QACvD,MAAMQ,KAAKL,QAAQ,CAACJ,MAAM;QAC1B,OAAOS,KAAK;YAAC;gBAAEV;gBAAMU;gBAAIR,OAAOI,OAAON,MAAMU,OAAOR;YAAM;SAAE,GAAG,EAAE;IACnE;IACA,IAAI,CAACM,MAAMG,MAAM,EAAE,OAAO;IAC1B,qBACE,KAACzB;QAAW0B,SAAQ;QAAUC,OAAM;QAAiBC,eAAY;kBAC9DN,MAAMO,GAAG,CAAC,CAAC,EAAEf,IAAI,EAAEU,EAAE,EAAER,KAAK,EAAE,EAAEc,sBAC/B,MAAC7B;;oBACE6B,QAAQ,QAAQ;oBAChBT,uBAAS,KAACzB;wBAAQmC,MAAMV,OAAOP,MAAMU;kCAAMR;yBAAmBA;;eAFlDF;;AAOvB;AAEA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASkB,mBAAmBd,KAA8B;;QAiCpDe;IAhCX,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,SAAS,EAAEC,SAAS,EAAEC,MAAM,EAAEC,MAAM,EAAEC,IAAI,EAAEC,QAAQ,EAAE,GAAGvB;IAC9E,MAAMe,QAAQzB,iBAAiB0B,QAAQC;IACvC;;;;;GAKC,GACD,MAAMO,OAAOvC,QACX,IAAO,CAAA;YAAEiC;YAAWC;YAAWC;YAAQC;QAAO,CAAA,GAC9C;QAACH;QAAWC;QAAWC;QAAQC;KAAO;IAExC,MAAMI,aAAalC,kBAAkBwB,OAAOS;IAC5C;;;;GAIC,GACD,MAAME,eAAezC,QACnB,IACEkC,YACIM,WAAWE,IAAI,CAACtB,OAAO,CAAC,CAACuB,MACvBjC,YAAYU,OAAO,CAAC,CAAC,EAAET,IAAI,EAAEC,KAAK,EAAE;gBAClC,MAAMS,KAAKsB,GAAG,CAAC/B,MAAM;gBACrB,OAAOS,KAAK;oBAAC;wBAAEV;wBAAMU;oBAAG;iBAAE,GAAG,EAAE;YACjC,MAEF,EAAE,EACR;QAACa;QAAWM,WAAWE,IAAI;KAAC;IAE9B,MAAMzB,SAASf,kBAAkB;QAC/B0C,OAAOd,MAAMc,KAAK;QAClBC,OAAO,WAAEf,sBAAAA,MAAMgB,YAAY,qBAAlBhB,oBAAoBe,OAAO,mBAAI;QACxCb,KAAKF,MAAME,GAAG;QACde,SAASN;IACX;IACA,MAAMO,SAAShD,QAAQ,IAAOsC,WAAWnC,UAAUmC,YAAY,MAAO;QAACA;KAAS;IAChF,MAAMW,WAAWlD,YACf,CAACiB,yBACC,KAACF;YACCE,UAAUA;YACVC,QAAQA;YACRC,QAAQ8B,SAAS,CAACrC,MAAMU,KAAO2B,MAAM,CAACrC,KAAK,CAACU,MAAM;YAGtD;QAACJ;QAAQ+B;KAAO;IAElB,MAAME,YAAY1C;IAClB,MAAM,CAAC2C,YAAYC,cAAc,GAAGnD,SAAS;IAC7C,MAAM,CAACoD,SAASC,WAAW,GAAGrD,SAAgC;IAC9D,MAAMsD,UAAUxD,YAAY;QAC1BuD,WAAW;QACXF,cAAc;IAChB,GAAG,EAAE;IACL,MAAMI,WAAWzD,YAAY,CAACiB;QAC5BsC,WAAWtC;QACXoC,cAAc;IAChB,GAAG,EAAE;IACL,MAAMK,QAAQ1D,YAAY,IAAMqD,cAAc,QAAQ,EAAE;IAExD,qBACE;;0BACE,KAAC1D;gBACCgE,QAAQ;gBACRC,MAAMnE,eAAe,qBAAqB;oBAAEoE,QAAQ;gBAAuB;gBAC3EC,aAAa;oBACXC,sBACE,MAAClE;wBAAMmE,WAAU;wBAAMC,SAAS;;0CAC9B,KAACzD;gCACC2C,WAAWA;gCACXe,UAAU,CAACzB,WAAWE,IAAI,CAACpB,MAAM;;0CAEnC,KAAC3B;gCACCuE,MAAK;gCACL3C,SAAQ;gCACRC,OAAM;gCACN2C,SAASZ;gCACTU,UAAU,CAACzB,WAAW4B,KAAK;0CAE1B;;;;gBAIT;gBACAC,cAAc;gBACdC,cAAc;0BAEb9B,WAAW+B,MAAM,KAAK,wBACrB,KAAC1E;oBAAW0B,SAAQ;oBAAQC,OAAM;8BAC/B;mCAGH,KAACpB;oBACCsC,MAAMF,WAAWE,IAAI;oBACrBZ,OAAOA;oBACP0C,QAAQhB;oBACRP,UAAUf,YAAYe,WAAWwB;oBACjCC,SAASlC,WAAWkC,OAAO;oBAC3BC,YAAYnC,WAAWoC,QAAQ;oBAC/BC,SAASrC,WAAW+B,MAAM,KAAK;oBAC/BrB,WAAWA;oBACX4B,WAAU;oBACVC,2BACE,KAACpF;wBACCuE,MAAK;wBACL3C,SAAQ;wBACRC,OAAM;wBACN2C,SAASZ;wBACTU,UAAU,CAACzB,WAAW4B,KAAK;kCAE1B;;;;0BAMX,KAAC3D;gBACCuE,MAAM7B;gBACN8B,SAASxB;gBACT3B,OAAOA;gBACPS,MAAMA;gBACNF,MAAMA;gBACNrB,UAAUqC;;;;AAIlB;AACAxB,mBAAmBqD,WAAW,GAAG;AAEjC,eAAerD,mBAAkB"}

package/src/lib/components/settings-section.d.ts

@@ -59,8 +59,10 @@ export declare namespace AutoCreateCompaniesCard {
  *
  * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM
  * creator stamp from, so the control cannot show one thing while records
- * get another — including for an org that has never set it, which inherits
- * the dataset default it shared before the split.
+ * get another — including for an org that has never set it, which shares
+ * with every site unless it set the older dataset default to keep them
+ * apart. Keeping each site's records apart is the agency's choice: one
+ * client's collaborator then sees only that client's people.
  */
 export declare function DefaultRecordSharingCard(props: AutoCreateCompaniesCardProps): import("react").JSX.Element;
 export declare namespace DefaultRecordSharingCard {

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

@@ -169,8 +169,10 @@ AutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard';
  *
  * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM
  * creator stamp from, so the control cannot show one thing while records
- * get another — including for an org that has never set it, which inherits
- * the dataset default it shared before the split.
+ * get another — including for an org that has never set it, which shares
+ * with every site unless it set the older dataset default to keep them
+ * apart. Keeping each site's records apart is the agency's choice: one
+ * client's collaborator then sees only that client's people.
  */ export function DefaultRecordSharingCard(props) {
     var _crmDefaultScopeOf;
     const { hostId, org } = props;
@@ -181,7 +183,7 @@ AutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard';
         org
     });
     const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId);
-    const stored = (_crmDefaultScopeOf = crmDefaultScopeOf(org)) != null ? _crmDefaultScopeOf : 'host';
+    const stored = (_crmDefaultScopeOf = crmDefaultScopeOf(org)) != null ? _crmDefaultScopeOf : 'org';
     const [value, setValue] = useState(stored);
     const [busy, setBusy] = useState(false);
     useEffect(()=>setValue(stored), [
@@ -235,11 +237,11 @@ AutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard';
                     children: [
                         /*#__PURE__*/ _jsx(MenuItem, {
                             value: "org",
-                            children: 'All sites'
+                            children: 'All sites in the organization'
                         }),
                         /*#__PURE__*/ _jsx(MenuItem, {
                             value: "host",
-                            children: 'The site they came in on, and its consent group'
+                            children: 'Only the site they came in on (keeps clients apart, for agencies)'
                         })
                     ]
                 }),