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

package/src/lib/components/deal-contact-roles-card.js

@@ -15,23 +15,18 @@
  * limitations under the License.
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
-import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { CRM_COLLECTIONS, dealContactRolesOf, dealContactRolesWithout, dealContactRolesWithPrimary, pluginDocsHelp } from "@aglyn/aglyn";
-import { mdiAccountPlusOutline, mdiAccountRemoveOutline } from "@aglyn/shared-data-mdi";
-import { AppLink, CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
-import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
+import { jsx as _jsx } from "react/jsx-runtime";
+import { CRM_COLLECTIONS, dealContactRolesOf, pluginDocsHelp } from "@aglyn/aglyn";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
-import { Box, Button, Checkbox, Chip, Dialog, DialogActions, DialogContent, DialogTitle, FormControlLabel, IconButton, Stack, Tooltip, Typography } from "@mui/material";
 import { deleteField, doc, updateDoc } from "firebase/firestore";
 import { useCallback, useMemo, useState } from "react";
 import { useCrmPicklist } from "../hooks/use-crm-picklist.js";
 import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
-import { dealContactRoleAddProblem, dealContactRolesAdded, dealContactRolesSave, dealContactRolesWithRole } from "../model/deal-contact-roles.js";
-import CrmRecordPicker from "./crm-record-picker.js";
-import { CrmPicklistSelect } from "./picklist-select.js";
+import { dealContactRolesSave } from "../model/deal-contact-roles.js";
+import { ContactRolesEditor } from "./contact-roles-editor.js";
 /**
  * Salesforce's Opportunity Contact Roles on a deal's page (AGL-3521): the
  * people on the deal, the part each plays, and which one is Primary.
@@ -130,239 +125,26 @@ import { CrmPicklistSelect } from "./picklist-select.js";
         firestore,
         enqueueSnackbar
     ]);
-    const addButton = (variant)=>/*#__PURE__*/ _jsx(Button, {
-            size: "small",
-            variant: variant,
-            startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
-                path: mdiAccountPlusOutline.path,
-                size: 0.8
-            }),
-            disabled: busy || !scope.orgId,
-            onClick: ()=>setAdding(true),
-            children: 'Add contact'
-        });
-    return /*#__PURE__*/ _jsxs(_Fragment, {
-        children: [
-            /*#__PURE__*/ _jsx(CardDisplay, {
-                header: 'Contact roles',
-                help: pluginDocsHelp('deals', {
-                    anchor: '#contact-roles'
-                }),
-                HeaderProps: {
-                    action: addButton('text')
-                },
-                contentGutterX: true,
-                contentGutterY: true,
-                children: roles.length === 0 ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
-                    compact: true,
-                    label: 'No contacts on this deal',
-                    description: 'Name the people on the deal and the part each plays — one of them Primary.',
-                    action: addButton('contained')
-                }) : /*#__PURE__*/ _jsx(Stack, {
-                    spacing: 1.5,
-                    children: roles.map((row)=>{
-                        var _row_role;
-                        const name = nameOf('contact', row.contactId) || row.contactId;
-                        return /*#__PURE__*/ _jsxs(Stack, {
-                            direction: {
-                                xs: 'column',
-                                sm: 'row'
-                            },
-                            spacing: 1,
-                            sx: {
-                                alignItems: {
-                                    sm: 'center'
-                                }
-                            },
-                            children: [
-                                /*#__PURE__*/ _jsxs(Stack, {
-                                    direction: "row",
-                                    spacing: 1,
-                                    sx: {
-                                        flex: 1,
-                                        minWidth: 0,
-                                        alignItems: 'center'
-                                    },
-                                    children: [
-                                        /*#__PURE__*/ _jsx(Typography, {
-                                            variant: "body2",
-                                            noWrap: true,
-                                            children: /*#__PURE__*/ _jsx(AppLink, {
-                                                href: routes.contact(row.contactId),
-                                                children: name
-                                            })
-                                        }),
-                                        row.primary ? /*#__PURE__*/ _jsx(Chip, {
-                                            size: "small",
-                                            color: "primary",
-                                            label: "Primary"
-                                        }) : null
-                                    ]
-                                }),
-                                /*#__PURE__*/ _jsx(Box, {
-                                    sx: {
-                                        width: {
-                                            xs: '100%',
-                                            sm: 220
-                                        }
-                                    },
-                                    children: /*#__PURE__*/ _jsx(CrmPicklistSelect, {
-                                        picklistId: "opportunityContactRole",
-                                        picklist: roleList.picklist,
-                                        label: "Role",
-                                        value: (_row_role = row.role) != null ? _row_role : '',
-                                        stored: row.role,
-                                        disabled: busy,
-                                        onChange: (role)=>void save(dealContactRolesWithRole(roles, row.contactId, role), 'Role saved')
-                                    })
-                                }),
-                                /*#__PURE__*/ _jsxs(Stack, {
-                                    direction: "row",
-                                    spacing: 0.5,
-                                    sx: {
-                                        alignItems: 'center'
-                                    },
-                                    children: [
-                                        row.primary ? null : /*#__PURE__*/ _jsx(Button, {
-                                            size: "small",
-                                            disabled: busy,
-                                            onClick: ()=>void save(dealContactRolesWithPrimary(roles, row.contactId), 'Primary contact set'),
-                                            children: 'Make primary'
-                                        }),
-                                        /*#__PURE__*/ _jsx(Tooltip, {
-                                            title: `Remove ${name} from this deal`,
-                                            children: /*#__PURE__*/ _jsx("span", {
-                                                children: /*#__PURE__*/ _jsx(IconButton, {
-                                                    size: "small",
-                                                    "aria-label": `Remove ${name} from this deal`,
-                                                    disabled: busy,
-                                                    onClick: ()=>void save(dealContactRolesWithout(roles, row.contactId), 'Contact removed'),
-                                                    children: /*#__PURE__*/ _jsx(MdiIcon, {
-                                                        path: mdiAccountRemoveOutline.path,
-                                                        size: 0.8
-                                                    })
-                                                })
-                                            })
-                                        })
-                                    ]
-                                })
-                            ]
-                        }, row.contactId);
-                    })
-                })
-            }),
-            /*#__PURE__*/ _jsx(AddContactRoleDialog, {
-                open: adding,
-                busy: busy,
-                roles: roles,
-                hostId: hostId,
-                org: org,
-                picklist: roleList.picklist,
-                onClose: ()=>setAdding(false),
-                onAdd: async (added)=>{
-                    const ok = await save(dealContactRolesAdded(roles, added), 'Contact added');
-                    if (ok) setAdding(false);
-                    return ok;
-                }
-            })
-        ]
+    return /*#__PURE__*/ _jsx(ContactRolesEditor, {
+        noun: "deal",
+        roles: roles,
+        busy: busy,
+        adding: adding,
+        onAddingChange: setAdding,
+        ready: Boolean(scope.orgId),
+        hostId: hostId,
+        org: org,
+        routes: routes,
+        picklist: roleList.picklist,
+        nameOf: nameOf,
+        help: pluginDocsHelp('deals', {
+            anchor: '#contact-roles'
+        }),
+        emptyDescription: "Name the people on the deal and the part each plays — one of them Primary.",
+        save: save
     });
 }
 DealContactRolesCard.displayName = 'DealContactRolesCard';
-/** Pick a contact, the part they play, and whether they are the Primary. */ function AddContactRoleDialog(props) {
-    var _ref;
-    var _scope_consentGroup;
-    const { open, busy, roles, hostId, org, picklist, onClose, onAdd } = props;
-    const scope = useCrmScope({
-        hostId,
-        org
-    });
-    const [contactId, setContactId] = useState(null);
-    const [role, setRole] = useState('');
-    // The first contact on a deal is always its Primary; later ones when ticked.
-    const [primary, setPrimary] = useState(false);
-    const problem = contactId ? dealContactRoleAddProblem(roles, contactId) : null;
-    const reset = ()=>{
-        setContactId(null);
-        setRole('');
-        setPrimary(false);
-    };
-    const close = ()=>{
-        reset();
-        onClose();
-    };
-    return /*#__PURE__*/ _jsxs(Dialog, {
-        open: open,
-        onClose: busy ? undefined : close,
-        fullWidth: true,
-        maxWidth: "xs",
-        children: [
-            /*#__PURE__*/ _jsx(DialogTitle, {
-                children: 'Add a contact to this deal'
-            }),
-            /*#__PURE__*/ _jsx(DialogContent, {
-                children: /*#__PURE__*/ _jsxs(Stack, {
-                    spacing: 2,
-                    sx: {
-                        pt: 1
-                    },
-                    children: [
-                        /*#__PURE__*/ _jsx(CrmRecordPicker, {
-                            kind: "contact",
-                            scope: scope.scope,
-                            readTokens: scope.visibleTo,
-                            groupId: (_ref = (_scope_consentGroup = scope.consentGroup) == null ? void 0 : _scope_consentGroup.groupId) != null ? _ref : null,
-                            org: org != null ? org : null,
-                            value: contactId,
-                            onChange: setContactId,
-                            disabled: busy,
-                            helperText: problem != null ? problem : undefined
-                        }),
-                        /*#__PURE__*/ _jsx(CrmPicklistSelect, {
-                            picklistId: "opportunityContactRole",
-                            picklist: picklist,
-                            label: "Role",
-                            value: role,
-                            onChange: setRole,
-                            disabled: busy
-                        }),
-                        /*#__PURE__*/ _jsx(FormControlLabel, {
-                            control: /*#__PURE__*/ _jsx(Checkbox, {
-                                checked: primary || roles.length === 0,
-                                disabled: busy || roles.length === 0,
-                                onChange: (event)=>setPrimary(event.target.checked)
-                            }),
-                            label: "Primary contact"
-                        })
-                    ]
-                })
-            }),
-            /*#__PURE__*/ _jsxs(DialogActions, {
-                children: [
-                    /*#__PURE__*/ _jsx(Button, {
-                        onClick: close,
-                        disabled: busy,
-                        children: 'Cancel'
-                    }),
-                    /*#__PURE__*/ _jsx(Button, {
-                        variant: "contained",
-                        disabled: busy || !contactId || Boolean(problem),
-                        onClick: async ()=>{
-                            if (!contactId) return;
-                            const added = await onAdd({
-                                contactId,
-                                role: role || undefined,
-                                primary: primary || roles.length === 0
-                            });
-                            if (added) reset();
-                        },
-                        children: 'Add'
-                    })
-                ]
-            })
-        ]
-    });
-}
 export default DealContactRolesCard;
 
 //# sourceMappingURL=deal-contact-roles-card.js.map

package/src/lib/components/deal-contact-roles-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-contact-roles-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\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmDealContactRole,\n  dealContactRolesOf,\n  dealContactRolesWithout,\n  dealContactRolesWithPrimary,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiAccountPlusOutline, mdiAccountRemoveOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Box,\n  Button,\n  Checkbox,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControlLabel,\n  IconButton,\n  Stack,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, updateDoc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport type { DealDoc } from '../model/deal-board-model'\nimport {\n  dealContactRoleAddProblem,\n  dealContactRolesAdded,\n  dealContactRolesSave,\n  dealContactRolesWithRole,\n} from '../model/deal-contact-roles'\nimport CrmRecordPicker from './crm-record-picker'\nimport { CrmPicklistSelect } from './picklist-select'\n\nexport interface DealContactRolesCardProps {\n  deal: DealDoc\n  /** The site the page is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  routes: CrmRoutes\n  /** The listener's verdict on the deal, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * Salesforce's Opportunity Contact Roles on a deal's page (AGL-3521): the\n * people on the deal, the part each plays, and which one is Primary.\n *\n * Every edit is one client-direct write of the whole list beside the\n * `contactId` its Primary names — the field every reader that came before\n * roles still reads — and the list fields a contact's page finds the deal\n * by. A role is one of the org's `opportunityContactRole` values, kept on\n * the Deals tab of Fields; a contact keeps the role it holds even once that\n * value is deactivated. Adding opens a dialog rather than a row of fields\n * above the list.\n */\nexport function DealContactRolesCard(props: DealContactRolesCardProps) {\n  const { deal, hostId, org, routes, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const groupId = scope.consentGroup?.groupId ?? null\n  const roles = useMemo(() => dealContactRolesOf(deal), [deal])\n  const roleList = useCrmPicklist('opportunityContactRole', scope.orgId)\n  const nameOf = useCrmRecordNames({\n    orgId: scope.orgId,\n    groupId,\n    org: (org ?? null) as Record<string, unknown> | null,\n    records: roles.map((row) => ({ kind: 'contact' as const, id: row.contactId })),\n  })\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  /** The one write: the list, its Primary as `contactId`, and the list fields. */\n  const save = useCallback(\n    async (next: CrmDealContactRole[], done: string) => {\n      if (!scope.orgId) return false\n      const verdict = dealContactRolesSave(deal, next, roleList.picklist)\n      if (verdict.ok === false) {\n        enqueueSnackbar(verdict.error, { variant: 'warning', persist: false })\n        return false\n      }\n      const primaryName = verdict.contactId ? nameOf('contact', verdict.contactId) : undefined\n      const patch: Record<string, unknown> = {\n        contactRoles: verdict.contactRoles,\n        contactId: verdict.contactId ?? deleteField(),\n        // The name the drawer copies beside `contactId`, moved with the Primary.\n        ...(verdict.primaryChanged ? { contactName: primaryName || deleteField() } : {}),\n      }\n      setBusy(true)\n      try {\n        const written = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            await updateDoc(doc(firestore, 'orgs', scope.orgId as string, CRM_COLLECTIONS.deals, deal.$id), {\n              ...patch,\n              ...crmClientListFields(\n                'deals',\n                deal as unknown as Record<string, unknown>,\n                patch,\n                CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n              ),\n              updatedAt: new Date(),\n            })\n          },\n        )\n        if (!written.ok) {\n          enqueueSnackbar(written.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [scope.orgId, deal, roleList.picklist, nameOf, unreadable, fromCache, firestore, enqueueSnackbar],\n  )\n\n  const addButton = (variant: 'text' | 'contained') => (\n    <Button\n      size=\"small\"\n      variant={variant}\n      startIcon={<MdiIcon path={mdiAccountPlusOutline.path} size={0.8} />}\n      disabled={busy || !scope.orgId}\n      onClick={() => setAdding(true)}\n    >\n      {'Add contact'}\n    </Button>\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Contact roles'}\n        help={pluginDocsHelp('deals', { anchor: '#contact-roles' })}\n        HeaderProps={{ action: addButton('text') }}\n        contentGutterX\n        contentGutterY\n      >\n        {roles.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No contacts on this deal'}\n            description={'Name the people on the deal and the part each plays — one of them Primary.'}\n            action={addButton('contained')}\n          />\n        ) : (\n          <Stack spacing={1.5}>\n            {roles.map((row) => {\n              const name = nameOf('contact', row.contactId) || row.contactId\n              return (\n                <Stack\n                  key={row.contactId}\n                  direction={{ xs: 'column', sm: 'row' }}\n                  spacing={1}\n                  sx={{ alignItems: { sm: 'center' } }}\n                >\n                  <Stack direction=\"row\" spacing={1} sx={{ flex: 1, minWidth: 0, alignItems: 'center' }}>\n                    <Typography variant=\"body2\" noWrap>\n                      <AppLink href={routes.contact(row.contactId)}>{name}</AppLink>\n                    </Typography>\n                    {row.primary ? <Chip size=\"small\" color=\"primary\" label=\"Primary\" /> : null}\n                  </Stack>\n                  <Box sx={{ width: { xs: '100%', sm: 220 } }}>\n                    <CrmPicklistSelect\n                      picklistId=\"opportunityContactRole\"\n                      picklist={roleList.picklist}\n                      label=\"Role\"\n                      value={row.role ?? ''}\n                      stored={row.role}\n                      disabled={busy}\n                      onChange={(role) =>\n                        void save(dealContactRolesWithRole(roles, row.contactId, role), 'Role saved')\n                      }\n                    />\n                  </Box>\n                  <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center' }}>\n                    {row.primary ? null : (\n                      <Button\n                        size=\"small\"\n                        disabled={busy}\n                        onClick={() =>\n                          void save(dealContactRolesWithPrimary(roles, row.contactId), 'Primary contact set')\n                        }\n                      >\n                        {'Make primary'}\n                      </Button>\n                    )}\n                    <Tooltip title={`Remove ${name} from this deal`}>\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          aria-label={`Remove ${name} from this deal`}\n                          disabled={busy}\n                          onClick={() =>\n                            void save(dealContactRolesWithout(roles, row.contactId), 'Contact removed')\n                          }\n                        >\n                          <MdiIcon path={mdiAccountRemoveOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </Stack>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <AddContactRoleDialog\n        open={adding}\n        busy={busy}\n        roles={roles}\n        hostId={hostId}\n        org={org}\n        picklist={roleList.picklist}\n        onClose={() => setAdding(false)}\n        onAdd={async (added) => {\n          const ok = await save(dealContactRolesAdded(roles, added), 'Contact added')\n          if (ok) setAdding(false)\n          return ok\n        }}\n      />\n    </>\n  )\n}\nDealContactRolesCard.displayName = 'DealContactRolesCard'\n\ninterface AddContactRoleDialogProps {\n  open: boolean\n  busy: boolean\n  roles: readonly CrmDealContactRole[]\n  hostId: string | null\n  org: CrmOrgDoc\n  picklist: ReturnType<typeof useCrmPicklist>['picklist']\n  onClose: () => void\n  /** Answers whether the contact was added — the dialog keeps its picks when not. */\n  onAdd: (added: { contactId: string; role?: string; primary: boolean }) => Promise<boolean>\n}\n\n/** Pick a contact, the part they play, and whether they are the Primary. */\nfunction AddContactRoleDialog(props: AddContactRoleDialogProps) {\n  const { open, busy, roles, hostId, org, picklist, onClose, onAdd } = props\n  const scope = useCrmScope({ hostId, org })\n  const [contactId, setContactId] = useState<string | null>(null)\n  const [role, setRole] = useState('')\n  // The first contact on a deal is always its Primary; later ones when ticked.\n  const [primary, setPrimary] = useState(false)\n  const problem = contactId ? dealContactRoleAddProblem(roles, contactId) : null\n\n  const reset = () => {\n    setContactId(null)\n    setRole('')\n    setPrimary(false)\n  }\n  const close = () => {\n    reset()\n    onClose()\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : close} fullWidth maxWidth=\"xs\">\n      <DialogTitle>{'Add a contact to this deal'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          <CrmRecordPicker\n            kind=\"contact\"\n            scope={scope.scope}\n            readTokens={scope.visibleTo}\n            groupId={scope.consentGroup?.groupId ?? null}\n            org={(org ?? null) as Record<string, unknown> | null}\n            value={contactId}\n            onChange={setContactId}\n            disabled={busy}\n            helperText={problem ?? undefined}\n          />\n          <CrmPicklistSelect\n            picklistId=\"opportunityContactRole\"\n            picklist={picklist}\n            label=\"Role\"\n            value={role}\n            onChange={setRole}\n            disabled={busy}\n          />\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={primary || roles.length === 0}\n                disabled={busy || roles.length === 0}\n                onChange={(event) => setPrimary(event.target.checked)}\n              />\n            }\n            label=\"Primary contact\"\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={close} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          disabled={busy || !contactId || Boolean(problem)}\n          onClick={async () => {\n            if (!contactId) return\n            const added = await onAdd({\n              contactId,\n              role: role || undefined,\n              primary: primary || roles.length === 0,\n            })\n            if (added) reset()\n          }}\n        >\n          {'Add'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-contact-roles-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\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmDealContactRole,\n  dealContactRolesOf,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport { deleteField, doc, updateDoc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { CRM_DEAL_CONTACT_ROLE_LIST_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport type { DealDoc } from '../model/deal-board-model'\nimport { dealContactRolesSave } from '../model/deal-contact-roles'\nimport { ContactRolesEditor } from './contact-roles-editor'\n\nexport interface DealContactRolesCardProps {\n  deal: DealDoc\n  /** The site the page is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  routes: CrmRoutes\n  /** The listener's verdict on the deal, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * Salesforce's Opportunity Contact Roles on a deal's page (AGL-3521): the\n * people on the deal, the part each plays, and which one is Primary.\n *\n * Every edit is one client-direct write of the whole list beside the\n * `contactId` its Primary names — the field every reader that came before\n * roles still reads — and the list fields a contact's page finds the deal\n * by. A role is one of the org's `opportunityContactRole` values, kept on\n * the Deals tab of Fields; a contact keeps the role it holds even once that\n * value is deactivated. Adding opens a dialog rather than a row of fields\n * above the list.\n */\nexport function DealContactRolesCard(props: DealContactRolesCardProps) {\n  const { deal, hostId, org, routes, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const groupId = scope.consentGroup?.groupId ?? null\n  const roles = useMemo(() => dealContactRolesOf(deal), [deal])\n  const roleList = useCrmPicklist('opportunityContactRole', scope.orgId)\n  const nameOf = useCrmRecordNames({\n    orgId: scope.orgId,\n    groupId,\n    org: (org ?? null) as Record<string, unknown> | null,\n    records: roles.map((row) => ({ kind: 'contact' as const, id: row.contactId })),\n  })\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  /** The one write: the list, its Primary as `contactId`, and the list fields. */\n  const save = useCallback(\n    async (next: CrmDealContactRole[], done: string) => {\n      if (!scope.orgId) return false\n      const verdict = dealContactRolesSave(deal, next, roleList.picklist)\n      if (verdict.ok === false) {\n        enqueueSnackbar(verdict.error, { variant: 'warning', persist: false })\n        return false\n      }\n      const primaryName = verdict.contactId ? nameOf('contact', verdict.contactId) : undefined\n      const patch: Record<string, unknown> = {\n        contactRoles: verdict.contactRoles,\n        contactId: verdict.contactId ?? deleteField(),\n        // The name the drawer copies beside `contactId`, moved with the Primary.\n        ...(verdict.primaryChanged ? { contactName: primaryName || deleteField() } : {}),\n      }\n      setBusy(true)\n      try {\n        const written = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            await updateDoc(doc(firestore, 'orgs', scope.orgId as string, CRM_COLLECTIONS.deals, deal.$id), {\n              ...patch,\n              ...crmClientListFields(\n                'deals',\n                deal as unknown as Record<string, unknown>,\n                patch,\n                CRM_DEAL_CONTACT_ROLE_LIST_FIELDS,\n              ),\n              updatedAt: new Date(),\n            })\n          },\n        )\n        if (!written.ok) {\n          enqueueSnackbar(written.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [scope.orgId, deal, roleList.picklist, nameOf, unreadable, fromCache, firestore, enqueueSnackbar],\n  )\n\n  return (\n    <ContactRolesEditor\n      noun=\"deal\"\n      roles={roles}\n      busy={busy}\n      adding={adding}\n      onAddingChange={setAdding}\n      ready={Boolean(scope.orgId)}\n      hostId={hostId}\n      org={org}\n      routes={routes}\n      picklist={roleList.picklist}\n      nameOf={nameOf}\n      help={pluginDocsHelp('deals', { anchor: '#contact-roles' })}\n      emptyDescription=\"Name the people on the deal and the part each plays — one of them Primary.\"\n      save={save}\n    />\n  )\n}\nDealContactRolesCard.displayName = 'DealContactRolesCard'\n\nexport default DealContactRolesCard\n"],"names":["CRM_COLLECTIONS","dealContactRolesOf","pluginDocsHelp","useSnackbar","useFirestore","writeGuardedBySeed","deleteField","doc","updateDoc","useCallback","useMemo","useState","useCrmPicklist","useCrmRecordNames","useCrmScope","CRM_DEAL_CONTACT_ROLE_LIST_FIELDS","crmClientListFields","dealContactRolesSave","ContactRolesEditor","DealContactRolesCard","props","scope","deal","hostId","org","routes","fromCache","unreadable","firestore","enqueueSnackbar","groupId","consentGroup","roles","roleList","orgId","nameOf","records","map","row","kind","id","contactId","busy","setBusy","adding","setAdding","save","next","done","verdict","picklist","ok","error","variant","persist","primaryName","undefined","patch","contactRoles","primaryChanged","contactName","written","subject","deals","$id","updatedAt","Date","message","console","allowDuplicate","noun","onAddingChange","ready","Boolean","help","anchor","emptyDescription","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;AAEA,SACEA,eAAe,EAEfC,kBAAkB,EAClBC,cAAc,QACT,eAAc;AACrB,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,EAAEC,kBAAkB,QAAQ,iCAAgC;AACjF,SAASC,WAAW,EAAEC,GAAG,EAAEC,SAAS,QAAQ,qBAAoB;AAChE,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,cAAc,QAAQ,+BAA2B;AAC1D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAAyBC,WAAW,QAAQ,4BAAwB;AACpE,SAASC,iCAAiC,EAAEC,mBAAmB,QAAQ,6BAAyB;AAGhG,SAASC,oBAAoB,QAAQ,iCAA6B;AAClE,SAASC,kBAAkB,QAAQ,4BAAwB;AAa3D;;;;;;;;;;;CAWC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;;QAKnDC;IAJhB,MAAM,EAAEC,IAAI,EAAEC,MAAM,EAAEC,GAAG,EAAEC,MAAM,EAAEC,SAAS,EAAEC,UAAU,EAAE,GAAGP;IAC7D,MAAMQ,YAAYxB;IAClB,MAAM,EAAEyB,eAAe,EAAE,GAAG1B;IAC5B,MAAMkB,QAAQP,YAAY;QAAES;QAAQC;IAAI;IACxC,MAAMM,mBAAUT,sBAAAA,MAAMU,YAAY,qBAAlBV,oBAAoBS,OAAO,mBAAI;IAC/C,MAAME,QAAQtB,QAAQ,IAAMT,mBAAmBqB,OAAO;QAACA;KAAK;IAC5D,MAAMW,WAAWrB,eAAe,0BAA0BS,MAAMa,KAAK;IACrE,MAAMC,SAAStB,kBAAkB;QAC/BqB,OAAOb,MAAMa,KAAK;QAClBJ;QACAN,GAAG,EAAGA,cAAAA,MAAO;QACbY,SAASJ,MAAMK,GAAG,CAAC,CAACC,MAAS,CAAA;gBAAEC,MAAM;gBAAoBC,IAAIF,IAAIG,SAAS;YAAC,CAAA;IAC7E;IACA,MAAM,CAACC,MAAMC,QAAQ,GAAGhC,SAAS;IACjC,MAAM,CAACiC,QAAQC,UAAU,GAAGlC,SAAS;IAErC,8EAA8E,GAC9E,MAAMmC,OAAOrC,YACX,OAAOsC,MAA4BC;YAUpBC;QATb,IAAI,CAAC5B,MAAMa,KAAK,EAAE,OAAO;QACzB,MAAMe,UAAUhC,qBAAqBK,MAAMyB,MAAMd,SAASiB,QAAQ;QAClE,IAAID,QAAQE,EAAE,KAAK,OAAO;YACxBtB,gBAAgBoB,QAAQG,KAAK,EAAE;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YACpE,OAAO;QACT;QACA,MAAMC,cAAcN,QAAQR,SAAS,GAAGN,OAAO,WAAWc,QAAQR,SAAS,IAAIe;QAC/E,MAAMC,QAAiC;YACrCC,cAAcT,QAAQS,YAAY;YAClCjB,SAAS,GAAEQ,qBAAAA,QAAQR,SAAS,YAAjBQ,qBAAqB3C;WAE5B2C,QAAQU,cAAc,GAAG;YAAEC,aAAaL,eAAejD;QAAc,IAAI,CAAC;QAEhFqC,QAAQ;QACR,IAAI;YACF,MAAMkB,UAAU,MAAMxD,mBACpB;gBAAEyD,SAAS;gBAAQnC;gBAAYD;YAAU,GACzC;gBACE,MAAMlB,UAAUD,IAAIqB,WAAW,QAAQP,MAAMa,KAAK,EAAYlC,gBAAgB+D,KAAK,EAAEzC,KAAK0C,GAAG,GAAG,aAC3FP,OACAzC,oBACD,SACAM,MACAmC,OACA1C;oBAEFkD,WAAW,IAAIC;;YAEnB;YAEF,IAAI,CAACL,QAAQV,EAAE,EAAE;gBACftB,gBAAgBgC,QAAQM,OAAO,EAAE;oBAAEd,SAAS;oBAAWC,SAAS;gBAAM;gBACtE,OAAO;YACT;YACAzB,gBAAgBmB,MAAM;gBAAEK,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOF,OAAO;YACdgB,QAAQhB,KAAK,CAACA;YACdvB,gBAAgB,yBAAyB;gBAAEwB,SAAS;gBAASgB,gBAAgB;YAAK;YAClF,OAAO;QACT,SAAU;YACR1B,QAAQ;QACV;IACF,GACA;QAACtB,MAAMa,KAAK;QAAEZ;QAAMW,SAASiB,QAAQ;QAAEf;QAAQR;QAAYD;QAAWE;QAAWC;KAAgB;IAGnG,qBACE,KAACX;QACCoD,MAAK;QACLtC,OAAOA;QACPU,MAAMA;QACNE,QAAQA;QACR2B,gBAAgB1B;QAChB2B,OAAOC,QAAQpD,MAAMa,KAAK;QAC1BX,QAAQA;QACRC,KAAKA;QACLC,QAAQA;QACRyB,UAAUjB,SAASiB,QAAQ;QAC3Bf,QAAQA;QACRuC,MAAMxE,eAAe,SAAS;YAAEyE,QAAQ;QAAiB;QACzDC,kBAAiB;QACjB9B,MAAMA;;AAGZ;AACA3B,qBAAqB0D,WAAW,GAAG;AAEnC,eAAe1D,qBAAoB"}

package/src/lib/components/deal-detail-page.js

@@ -332,7 +332,8 @@ import { RecordTasksCard } from "./record-tasks-card.js";
                             /*#__PURE__*/ _jsx(RecordActivityCard, {
                                 hostId: hostId,
                                 org: org,
-                                dealId: deal.$id
+                                dealId: deal.$id,
+                                deal: deal
                             })
                         ]
                     }) : null

package/src/lib/components/deal-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-detail-page.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 { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport { useDeal } from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { DEAL_STATUS_LABELS, formatMoney } from '../model/deal-board-model'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { DealContactRolesCard } from './deal-contact-roles-card'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealProductsCard } from './deal-products-card'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { DealPropertiesCard } from './deal-properties-card'\nimport { DealStageCard } from './deal-stage-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\n\n/**\n * `/crm/deals/{dealId}` — one deal (AGL-2598).\n *\n * The record behind a card: its stage and the controls that move it, what\n * it is worth and who it is with — every contact on it and the part each\n * plays (AGL-3521) — the products behind the amount (AGL-2620), and the\n * tasks and activity filed against it. One live\n * document read; the pipeline and the roster are the same bounded reads\n * the board makes. Editing opens the same drawer the board creates with,\n * and deleting is the one destructive act here — confirmed, then a\n * client-direct delete the rules allow the same people who could have\n * created it.\n */\nexport function DealDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const scope = useCrmScope({ hostId, org })\n  const { data: deal, status, fromCache } = useDeal(scope.orgId, id)\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the deal's own site would face a\n  // gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const pipeline = pipelineState.pipelineById(deal?.pipelineId)\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's deal fields (AGL-2661), for the properties card's rows.\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n  // The deal's campaign by name (AGL-3516), read only for a deal that names one.\n  const campaigns = useCrmCampaigns(\n    { hostId, orgId: scope.orgId },\n    { enabled: Boolean(deal?.campaignId) },\n  )\n\n  const notFound = scope.ready && (!scope.orgId || (status !== 'loading' && !deal))\n\n  const handleDelete = useCallback(async () => {\n    if (!deal || !scope.orgId) return\n    const agreed = await confirm({\n      title: 'Delete this deal?',\n      description:\n        `\"${deal.title}\" is removed from the pipeline along with its notes. ` +\n        'The contact and the company it names are not touched.',\n      confirmationText: 'Delete deal',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!agreed) return\n    setDeleting(true)\n    try {\n      await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id))\n      // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n      // but the act happened in this site's console and belongs in its feed.\n      logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      enqueueSnackbar('Deal deleted', { variant: 'success', persist: false })\n      router.push(routes.section('deals'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      setDeleting(false)\n    }\n  }, [deal, scope.orgId, confirm, firestore, logActivity, enqueueSnackbar, router, routes])\n\n  const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the deal's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={deal?.hostId ?? null}>\n      <Stack spacing={2}>\n        <CrmRecordHeader\n          kind=\"Deal\"\n          title={deal?.title}\n          subtitle={\n            deal\n              ? [pipeline?.name, stage?.name ?? deal.stageId].filter(Boolean).join(' · ')\n              : undefined\n          }\n          help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n          backHref={routes.section('deals')}\n          backLabel=\"Back to deals\"\n          loading={!deal && !notFound}\n          // The booking door (AGL-2660): the deal's own site's services.\n          booking={\n            deal\n              ? { hostId: hostId ?? deal.hostId ?? null, org, kind: 'deal', recordId: deal.$id }\n              : undefined\n          }\n          actions={\n            deal ? (\n              <>\n                <Button\n                  size=\"small\"\n                  variant=\"outlined\"\n                  startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n                  onClick={() => setEditing(true)}\n                >\n                  {'Edit'}\n                </Button>\n                <CrmSendEmailButton\n                  hostId={hostId ?? deal.hostId ?? null}\n                  org={org}\n                  dealId={deal.$id}\n                  contactId={deal.contactId}\n                  name={deal.contactName}\n                />\n              </>\n            ) : null\n          }\n          menuItems={\n            deal\n              ? [\n                  {\n                    key: 'delete',\n                    label: 'Delete deal',\n                    icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                    destructive: true,\n                    disabled: deleting,\n                    disabledReason: 'The deal is being deleted',\n                    onClick: () => void handleDelete(),\n                  },\n                ]\n              : undefined\n          }\n          chips={\n            deal ? (\n              <>\n                <CrmRecordChip\n                  label=\"Status\"\n                  value={DEAL_STATUS_LABELS[deal.status] ?? deal.status}\n                  color={deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'}\n                />\n                <CrmRecordChip\n                  label=\"Amount\"\n                  value={\n                    typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : undefined\n                  }\n                />\n                <CrmRecordChip label=\"Owner\" value={roster.nameOf(deal.ownerUid) || undefined} />\n                {/* Seen here only through a share (AGL-3336). */}\n                <CrmShareChipView\n                  chip={crmShareChipFor(\n                    deal as unknown as Record<string, unknown>,\n                    scope.consentGroup?.hostIds ?? [],\n                  )}\n                  org={org}\n                />\n              </>\n            ) : null\n          }\n        >\n          {notFound ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'This deal does not exist, or is not visible to this site.'}\n            </Typography>\n          ) : null}\n        </CrmRecordHeader>\n        {deal ? (\n          <>\n            {/* What an assistant proposes about the deal, its stage included (AGL-2917). */}\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"deal\"\n              recordId={deal.$id}\n              name={deal.title}\n              taskLink={{ dealId: deal.$id }}\n              deal={{ pipeline, ref: deal, stageId: deal.stageId, status: deal.status, api }}\n            />\n            <DealStageCard deal={deal} pipeline={pipeline} api={api} nowMs={nowMs} />\n            <Stack direction={{ xs: 'column', md: 'row' }} spacing={2} sx={{ alignItems: 'stretch' }}>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <DealPropertiesCard\n                  deal={deal}\n                  pipeline={pipeline}\n                  ownerLabel={roster.nameOf(deal.ownerUid)}\n                  routes={routes}\n                  customFields={dealFields.active}\n                  campaignName={\n                    deal.campaignId\n                      ? (campaigns.options.find((option) => option.value === deal.campaignId)?.label ??\n                        deal.campaignId)\n                      : undefined\n                  }\n                />\n              </Stack>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <RecordTasksCard hostId={hostId} org={org} basePath={basePath} dealId={deal.$id} />\n              </Stack>\n            </Stack>\n            {/* The people on the deal and the part each plays (AGL-3521). */}\n            <DealContactRolesCard\n              deal={deal}\n              hostId={hostId}\n              org={org}\n              routes={routes}\n              fromCache={fromCache}\n              unreadable={status === 'error'}\n            />\n            {scope.orgId ? (\n              <DealProductsCard\n                deal={deal}\n                orgId={scope.orgId}\n                hostId={hostId ?? deal.hostId ?? null}\n                org={org}\n                fromCache={fromCache}\n                unreadable={status === 'error'}\n              />\n            ) : null}\n            <RecordFilesCard\n              scope={scope.scope}\n              collection={CRM_COLLECTIONS.deals}\n              recordId={deal.$id}\n              mediaIds={deal.mediaIds}\n              topic=\"deals\"\n            />\n            {/* Where the deal is visible and why, and a manager's share (AGL-3336). */}\n            <RecordSharingCard\n              object=\"deals\"\n              id={deal.$id}\n              record={deal as unknown as Record<string, unknown>}\n              hostId={hostId ?? null}\n              orgId={scope.orgId}\n              org={org}\n              viewingHostIds={scope.consentGroup?.hostIds}\n            />\n            <RecordActivityCard hostId={hostId} org={org} dealId={deal.$id} />\n          </>\n        ) : null}\n      </Stack>\n      <DealEditDrawer\n        open={editing}\n        onClose={() => setEditing(false)}\n        hostId={hostId}\n        org={org}\n        deal={deal ?? null}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipeline ?? pipelineState.pipeline}\n        unreadable={status === 'error'}\n        fromCache={fromCache}\n      />\n    </CrmCreateSiteDefault>\n  )\n}\nDealDetailPage.displayName = 'DealDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-detail-page.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 { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport { useDeal } from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { DEAL_STATUS_LABELS, formatMoney } from '../model/deal-board-model'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { DealContactRolesCard } from './deal-contact-roles-card'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealProductsCard } from './deal-products-card'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { DealPropertiesCard } from './deal-properties-card'\nimport { DealStageCard } from './deal-stage-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\n\n/**\n * `/crm/deals/{dealId}` — one deal (AGL-2598).\n *\n * The record behind a card: its stage and the controls that move it, what\n * it is worth and who it is with — every contact on it and the part each\n * plays (AGL-3521) — the products behind the amount (AGL-2620), and the\n * tasks and activity filed against it. One live\n * document read; the pipeline and the roster are the same bounded reads\n * the board makes. Editing opens the same drawer the board creates with,\n * and deleting is the one destructive act here — confirmed, then a\n * client-direct delete the rules allow the same people who could have\n * created it.\n */\nexport function DealDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const scope = useCrmScope({ hostId, org })\n  const { data: deal, status, fromCache } = useDeal(scope.orgId, id)\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the deal's own site would face a\n  // gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const pipeline = pipelineState.pipelineById(deal?.pipelineId)\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's deal fields (AGL-2661), for the properties card's rows.\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n  // The deal's campaign by name (AGL-3516), read only for a deal that names one.\n  const campaigns = useCrmCampaigns(\n    { hostId, orgId: scope.orgId },\n    { enabled: Boolean(deal?.campaignId) },\n  )\n\n  const notFound = scope.ready && (!scope.orgId || (status !== 'loading' && !deal))\n\n  const handleDelete = useCallback(async () => {\n    if (!deal || !scope.orgId) return\n    const agreed = await confirm({\n      title: 'Delete this deal?',\n      description:\n        `\"${deal.title}\" is removed from the pipeline along with its notes. ` +\n        'The contact and the company it names are not touched.',\n      confirmationText: 'Delete deal',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!agreed) return\n    setDeleting(true)\n    try {\n      await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id))\n      // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n      // but the act happened in this site's console and belongs in its feed.\n      logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      enqueueSnackbar('Deal deleted', { variant: 'success', persist: false })\n      router.push(routes.section('deals'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      setDeleting(false)\n    }\n  }, [deal, scope.orgId, confirm, firestore, logActivity, enqueueSnackbar, router, routes])\n\n  const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the deal's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={deal?.hostId ?? null}>\n      <Stack spacing={2}>\n        <CrmRecordHeader\n          kind=\"Deal\"\n          title={deal?.title}\n          subtitle={\n            deal\n              ? [pipeline?.name, stage?.name ?? deal.stageId].filter(Boolean).join(' · ')\n              : undefined\n          }\n          help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n          backHref={routes.section('deals')}\n          backLabel=\"Back to deals\"\n          loading={!deal && !notFound}\n          // The booking door (AGL-2660): the deal's own site's services.\n          booking={\n            deal\n              ? { hostId: hostId ?? deal.hostId ?? null, org, kind: 'deal', recordId: deal.$id }\n              : undefined\n          }\n          actions={\n            deal ? (\n              <>\n                <Button\n                  size=\"small\"\n                  variant=\"outlined\"\n                  startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n                  onClick={() => setEditing(true)}\n                >\n                  {'Edit'}\n                </Button>\n                <CrmSendEmailButton\n                  hostId={hostId ?? deal.hostId ?? null}\n                  org={org}\n                  dealId={deal.$id}\n                  contactId={deal.contactId}\n                  name={deal.contactName}\n                />\n              </>\n            ) : null\n          }\n          menuItems={\n            deal\n              ? [\n                  {\n                    key: 'delete',\n                    label: 'Delete deal',\n                    icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                    destructive: true,\n                    disabled: deleting,\n                    disabledReason: 'The deal is being deleted',\n                    onClick: () => void handleDelete(),\n                  },\n                ]\n              : undefined\n          }\n          chips={\n            deal ? (\n              <>\n                <CrmRecordChip\n                  label=\"Status\"\n                  value={DEAL_STATUS_LABELS[deal.status] ?? deal.status}\n                  color={deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'}\n                />\n                <CrmRecordChip\n                  label=\"Amount\"\n                  value={\n                    typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : undefined\n                  }\n                />\n                <CrmRecordChip label=\"Owner\" value={roster.nameOf(deal.ownerUid) || undefined} />\n                {/* Seen here only through a share (AGL-3336). */}\n                <CrmShareChipView\n                  chip={crmShareChipFor(\n                    deal as unknown as Record<string, unknown>,\n                    scope.consentGroup?.hostIds ?? [],\n                  )}\n                  org={org}\n                />\n              </>\n            ) : null\n          }\n        >\n          {notFound ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'This deal does not exist, or is not visible to this site.'}\n            </Typography>\n          ) : null}\n        </CrmRecordHeader>\n        {deal ? (\n          <>\n            {/* What an assistant proposes about the deal, its stage included (AGL-2917). */}\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"deal\"\n              recordId={deal.$id}\n              name={deal.title}\n              taskLink={{ dealId: deal.$id }}\n              deal={{ pipeline, ref: deal, stageId: deal.stageId, status: deal.status, api }}\n            />\n            <DealStageCard deal={deal} pipeline={pipeline} api={api} nowMs={nowMs} />\n            <Stack direction={{ xs: 'column', md: 'row' }} spacing={2} sx={{ alignItems: 'stretch' }}>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <DealPropertiesCard\n                  deal={deal}\n                  pipeline={pipeline}\n                  ownerLabel={roster.nameOf(deal.ownerUid)}\n                  routes={routes}\n                  customFields={dealFields.active}\n                  campaignName={\n                    deal.campaignId\n                      ? (campaigns.options.find((option) => option.value === deal.campaignId)?.label ??\n                        deal.campaignId)\n                      : undefined\n                  }\n                />\n              </Stack>\n              <Stack sx={{ flex: 1, minWidth: 0 }}>\n                <RecordTasksCard hostId={hostId} org={org} basePath={basePath} dealId={deal.$id} />\n              </Stack>\n            </Stack>\n            {/* The people on the deal and the part each plays (AGL-3521). */}\n            <DealContactRolesCard\n              deal={deal}\n              hostId={hostId}\n              org={org}\n              routes={routes}\n              fromCache={fromCache}\n              unreadable={status === 'error'}\n            />\n            {scope.orgId ? (\n              <DealProductsCard\n                deal={deal}\n                orgId={scope.orgId}\n                hostId={hostId ?? deal.hostId ?? null}\n                org={org}\n                fromCache={fromCache}\n                unreadable={status === 'error'}\n              />\n            ) : null}\n            <RecordFilesCard\n              scope={scope.scope}\n              collection={CRM_COLLECTIONS.deals}\n              recordId={deal.$id}\n              mediaIds={deal.mediaIds}\n              topic=\"deals\"\n            />\n            {/* Where the deal is visible and why, and a manager's share (AGL-3336). */}\n            <RecordSharingCard\n              object=\"deals\"\n              id={deal.$id}\n              record={deal as unknown as Record<string, unknown>}\n              hostId={hostId ?? null}\n              orgId={scope.orgId}\n              org={org}\n              viewingHostIds={scope.consentGroup?.hostIds}\n            />\n            <RecordActivityCard hostId={hostId} org={org} dealId={deal.$id} deal={deal} />\n          </>\n        ) : null}\n      </Stack>\n      <DealEditDrawer\n        open={editing}\n        onClose={() => setEditing(false)}\n        hostId={hostId}\n        org={org}\n        deal={deal ?? null}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipeline ?? pipelineState.pipeline}\n        unreadable={status === 'error'}\n        fromCache={fromCache}\n      />\n    </CrmCreateSiteDefault>\n  )\n}\nDealDetailPage.displayName = 'DealDetailPage'\n\nexport default DealDetailPage\n"],"names":["CRM_COLLECTIONS","dealStageById","pluginDocsHelp","mdiDeleteOutline","mdiPencilOutline","MdiIcon","useConfirmationContext","useSnackbar","useFirestore","Button","Stack","Typography","deleteDoc","doc","useRouter","useCallback","useMemo","useState","useContactFieldDefinitions","useCrmActivityLogger","CrmCreateSiteDefault","useCrmScope","useDealStageApi","useDeal","useOrgMemberDirectory","usePipeline","crmRoutes","DEAL_STATUS_LABELS","formatMoney","CrmRecordChip","CrmRecordHeader","CrmRecordInsightsZone","RecordActivityCard","CrmShareChipView","RecordSharingCard","crmShareChipFor","CrmSendEmailButton","DealContactRolesCard","DealEditDrawer","DealProductsCard","useCrmCampaigns","DealPropertiesCard","DealStageCard","RecordFilesCard","RecordTasksCard","DealDetailPage","props","hostId","scope","campaigns","id","basePath","org","routes","router","firestore","enqueueSnackbar","confirm","data","deal","status","fromCache","orgId","logActivity","pipelineState","pipeline","pipelineById","pipelineId","roster","api","nowMs","Date","now","editing","setEditing","deleting","setDeleting","dealFields","enabled","Boolean","campaignId","notFound","ready","handleDelete","agreed","title","description","confirmationText","confirmationButtonProps","color","then","catch","deals","$id","type","name","variant","persist","push","section","error","console","allowDuplicate","stage","stageId","undefined","spacing","kind","subtitle","filter","join","help","anchor","backHref","backLabel","loading","booking","recordId","actions","size","startIcon","path","onClick","dealId","contactId","contactName","menuItems","key","label","icon","destructive","disabled","disabledReason","chips","value","amountCents","currency","nameOf","ownerUid","chip","consentGroup","hostIds","taskLink","ref","direction","xs","md","sx","alignItems","flex","minWidth","ownerLabel","customFields","active","campaignName","options","find","option","unreadable","collection","mediaIds","topic","object","record","viewingHostIds","open","onClose","pipelines","activePipelines","defaultPipeline","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,eAAe,EAAEC,aAAa,EAAEC,cAAc,QAAQ,eAAc;AAC7E,SAASC,gBAAgB,EAAEC,gBAAgB,QAAQ,yBAAwB;AAC3E,SAASC,OAAO,EAAEC,sBAAsB,QAAQ,uBAAsB;AACtE,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,SAAS,EAAEC,GAAG,QAAQ,qBAAoB;AACnD,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,0BAA0B,QAAQ,4CAAwC;AACnF,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,OAAO,QAAQ,wBAAoB;AAC5C,SAASC,qBAAqB,QAAQ,uCAAmC;AACzE,SAASC,WAAW,QAAQ,2BAAuB;AACnD,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,kBAAkB,EAAEC,WAAW,QAAQ,+BAA2B;AAC3E,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,gBAAgB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC3E,SAASC,eAAe,QAAQ,0BAAsB;AACtD,SAASC,kBAAkB,QAAQ,6BAAyB;AAC5D,SAASC,oBAAoB,QAAQ,+BAA2B;AAChE,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,QAAQ,0BAAsB;AACvD,SAASC,eAAe,QAAQ,gCAA4B;AAC5D,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,aAAa,QAAQ,uBAAmB;AACjD,OAAOC,qBAAqB,yBAAqB;AACjD,SAASC,eAAe,QAAQ,yBAAqB;AAErD;;;;;;;;;;;;CAYC,GACD,OAAO,SAASC,eAAeC,KAAyB;qBAoF9BC,OAeAA,OA6BDpB,+CA4EDoB;QA5DJC,qBAqCKC,yBA4CKD;IAhO5B,MAAM,EAAEE,EAAE,EAAEC,QAAQ,EAAEJ,MAAM,EAAEK,GAAG,EAAE,GAAGN;IACtC,MAAMO,SAAS3B,UAAUyB;IACzB,MAAMG,SAASxC;IACf,MAAMyC,YAAY/C;IAClB,MAAM,EAAEgD,eAAe,EAAE,GAAGjD;IAC5B,MAAM,EAAEkD,OAAO,EAAE,GAAGnD;IACpB,MAAM0C,QAAQ3B,YAAY;QAAE0B;QAAQK;IAAI;IACxC,MAAM,EAAEM,MAAMC,IAAI,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGtC,QAAQyB,MAAMc,KAAK,EAAEZ;IAC/D,uEAAuE;IACvE,yEAAyE;IACzE,wEAAwE;IACxE,2CAA2C;IAC3C,MAAMa,cAAc5C,qBAAqB4B;IACzC,MAAMiB,gBAAgBvC,YAAYuB,MAAMc,KAAK,EAAE;QAC7Cf;QACAK,GAAG,EAAGA,cAAAA,MAAO;IACf;IACA,MAAMa,WAAWD,cAAcE,YAAY,CAACP,wBAAAA,KAAMQ,UAAU;IAC5D,MAAMC,SAAS5C,sBAAsBwB,MAAMc,KAAK;IAChD,MAAMO,MAAM/C,gBAAgByB;IAC5B,MAAMuB,QAAQtD,QAAQ,IAAMuD,KAAKC,GAAG,IAAI,EAAE;IAC1C,MAAM,CAACC,SAASC,WAAW,GAAGzD,SAAS;IACvC,MAAM,CAAC0D,UAAUC,YAAY,GAAG3D,SAAS;IACzC,oEAAoE;IACpE,MAAM4D,aAAa3D,2BAA2B8B,MAAMc,KAAK,EAAE;IAC3D,+EAA+E;IAC/E,MAAMb,YAAYT,gBAChB;QAAEO;QAAQe,OAAOd,MAAMc,KAAK;IAAC,GAC7B;QAAEgB,SAASC,QAAQpB,wBAAAA,KAAMqB,UAAU;IAAE;IAGvC,MAAMC,WAAWjC,MAAMkC,KAAK,IAAK,CAAA,CAAClC,MAAMc,KAAK,IAAKF,WAAW,aAAa,CAACD,IAAI;IAE/E,MAAMwB,eAAepE,YAAY;QAC/B,IAAI,CAAC4C,QAAQ,CAACX,MAAMc,KAAK,EAAE;QAC3B,MAAMsB,SAAS,MAAM3B,QAAQ;YAC3B4B,OAAO;YACPC,aACE,CAAC,CAAC,EAAE3B,KAAK0B,KAAK,CAAC,qDAAqD,CAAC,GACrE;YACFE,kBAAkB;YAClBC,yBAAyB;gBAAEC,OAAO;YAAQ;QAC5C,GACGC,IAAI,CAAC,IAAM,MACXC,KAAK,CAAC,IAAM;QACf,IAAI,CAACP,QAAQ;QACbR,YAAY;QACZ,IAAI;YACF,MAAMhE,UAAUC,IAAI0C,WAAW,QAAQP,MAAMc,KAAK,EAAE9D,gBAAgB4F,KAAK,EAAEjC,KAAKkC,GAAG;YACnF,oEAAoE;YACpE,uEAAuE;YACvE9B,YAAY,gBAAgB;gBAAE+B,MAAM;gBAAQ5C,IAAIS,KAAKkC,GAAG;gBAAEE,MAAMpC,KAAK0B,KAAK;YAAC;YAC3E7B,gBAAgB,gBAAgB;gBAAEwC,SAAS;gBAAWC,SAAS;YAAM;YACrE3C,OAAO4C,IAAI,CAAC7C,OAAO8C,OAAO,CAAC;QAC7B,EAAE,OAAOC,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package/src/lib/components/deal-edit-drawer.js

@@ -103,7 +103,7 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const { data: user } = useUser();
-    const { orgId, consentGroup, visibleTo, createHostId, createTokens } = useCrmScope({
+    const { orgId, consentGroup, visibleTo, createHostId, createTokens, createNeedsSite } = useCrmScope({
         hostId,
         org
     });
@@ -344,9 +344,11 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
                 });
                 onSaved == null ? void 0 : onSaved(deal.$id, 'edit');
             } else {
-                // Held by the button until the capturing site is known; checked
-                // again here because a callback can outlive the render that held it.
-                if (!createHostId) return;
+                // Held by the button until it knows who may see the deal — the whole
+                // org, or (in an org that keeps its sites apart) a picked site's
+                // group; checked again here because a callback can outlive the
+                // render that held it.
+                if (!createTokens.length) return;
                 const customDocument = crmCustomDraftDocument(custom);
                 const record = _extends({}, dealDocumentFromForm(saved, {
                     visibleTo: [
@@ -466,7 +468,8 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
                     mode === 'create' ? /*#__PURE__*/ _jsx(CrmSitePicker, {
                         hostId: hostId,
                         disabled: busy,
-                        helperText: "The site this deal belongs to — it decides which of your sites may see it."
+                        optional: !createNeedsSite,
+                        helperText: createNeedsSite ? 'The site this deal belongs to — it decides which of your sites may see it.' : undefined
                     }) : null,
                     /*#__PURE__*/ _jsx(TextField, {
                         label: "Title",
@@ -849,8 +852,9 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
                     }) : null,
                     /*#__PURE__*/ _jsx(Button, {
                         variant: "contained",
-                        disabled: busy || Boolean(problem) || !orgId || bandFull || // A new deal waits for its capturing site.
-                        mode === 'create' && !createHostId,
+                        disabled: busy || Boolean(problem) || !orgId || bandFull || // A new deal waits for its scope: a site, where the org keeps
+                        // its sites apart; nothing, where every site sees it.
+                        mode === 'create' && !createTokens.length,
                         onClick: ()=>void handleSave(),
                         children: deal ? 'Save deal' : 'Create deal'
                     })