@aglyn/plugins-crm 1.0.0 → 1.2.0

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

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

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

package/src/lib/components/log-activity-dialog.js

@@ -21,8 +21,11 @@ import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useUser, useUserName } from "@aglyn/tenant-feature-instance";
 import { Button, Dialog, DialogActions, DialogContent, DialogTitle, MenuItem, Stack, TextField } from "@mui/material";
 import { addDoc, collection, deleteField, doc, getCountFromServer, query, updateDoc, where } from "firebase/firestore";
-import { useCallback, useEffect, useState } from "react";
+import { useCallback, useEffect, useRef, useState } from "react";
+import { crmActivityClientReads } from "../hooks/crm-activity-client-reads.js";
 import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
+import { crmActivityLinkFromPicks, crmActivityPicksEqual, crmActivityPicksFrom, resolveCrmActivityCompany } from "../model/crm-activity-link.js";
+import { ActivityLinkFields } from "./activity-link-fields.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
 /** The longest body a single activity stores — a call summary, not a document. */ const BODY_MAX = 4000;
 const OUTCOME_MAX = 200;
@@ -43,14 +46,15 @@ const DURATION_MAX_MINUTES = 24 * 60;
     return Number.isFinite(ms) ? ms : null;
 }
 /** The kind a new activity opens on when the caller names none. */ const DEFAULT_KIND = 'call';
-const freshDraft = (kind = DEFAULT_KIND)=>({
+const freshDraft = (kind = DEFAULT_KIND, picks = crmActivityPicksFrom({}))=>({
         kind,
         body: '',
         at: toLocalInput(Date.now()),
         outcome: '',
         durationMinutes: '',
         // Most logged calls and emails are the team's own.
-        direction: 'outbound'
+        direction: 'outbound',
+        picks
     });
 const draftFrom = (activity)=>{
     var _activity_body, _activity_outcome, _Aglyn_crmActivityDirection;
@@ -60,13 +64,23 @@ const draftFrom = (activity)=>{
         at: toLocalInput(activity.atMs),
         outcome: (_activity_outcome = activity.outcome) != null ? _activity_outcome : '',
         durationMinutes: typeof activity.durationMinutes === 'number' ? String(activity.durationMinutes) : '',
-        direction: (_Aglyn_crmActivityDirection = Aglyn.crmActivityDirection(activity.kind, activity.direction)) != null ? _Aglyn_crmActivityDirection : ''
+        direction: (_Aglyn_crmActivityDirection = Aglyn.crmActivityDirection(activity.kind, activity.direction)) != null ? _Aglyn_crmActivityDirection : '',
+        picks: crmActivityPicksFrom(activity)
     };
 };
 /**
  * Log a call, an email, a meeting, a note or something else against a
  * record (AGL-2600) — or correct one already logged.
  *
+ * ## Who, what and which account
+ *
+ * **Name** and **Related To** are Salesforce's Who and What (AGL-4123), and
+ * the company an entry rolls up to is stamped from them when it is saved —
+ * `model/crm-activity-link.ts` has the rule, shared with every other writer.
+ * The fields open on the record the dialog was opened from and the reader may
+ * change them: an entry named for a deal shows on the deal, on the person's
+ * timeline and on the company, whichever page it was logged from.
+ *
  * ## What is written
  *
  * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from
@@ -79,9 +93,11 @@ const draftFrom = (activity)=>{
  * An edit rewrites only the fields the dialog shows. `visibleTo` is never
  * touched — the rules refuse a scoped member changing it, and widening a
  * record is an act for an org-wide member on the record itself — and neither
- * is the author or the link. A kind that stops taking an outcome takes the
- * outcome and the duration off the document rather than leaving a stale
- * "left a voicemail" on what is now a note.
+ * is the author. The links are rewritten only when **Name** or **Related To**
+ * changed, and then the company is worked out again, so an edit that corrects
+ * a typo cannot move an entry off a timeline it was filed on. A kind that
+ * stops taking an outcome takes the outcome and the duration off the document
+ * rather than leaving a stale "left a voicemail" on what is now a note.
  *
  * ## Who may write
  *
@@ -91,8 +107,9 @@ const draftFrom = (activity)=>{
  * so what reaches here has already passed the console's verdict.
  */ export function LogActivityDialog(props) {
     var _Aglyn_CRM_ACTIVITY_DIRECTIONS_draft_kind;
-    const { open, onClose, scope, link, activity, kind: presetKind } = props;
-    const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens } = scope;
+    const { open, onClose, scope, link, deal, activity, kind: presetKind } = props;
+    const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens, needsSite } = scope;
+    const { consentGroup, org } = scope;
     const { data: user } = useUser();
     const authorName = useUserName();
     const { enqueueSnackbar } = useSnackbar();
@@ -101,9 +118,27 @@ const draftFrom = (activity)=>{
     /*
    * Seeded on OPEN, not on mount: the dialog stays mounted between uses so
    * its state survives a close, and "log another call" must start from now
-   * rather than from the last call's timestamp.
-   */ useEffect(()=>{
-        if (open) setDraft(activity ? draftFrom(activity) : freshDraft(presetKind));
+   * rather than from the last call's timestamp. The record is read through a
+   * ref, because a deal is a live document and a colleague's save to it must
+   * not wipe what the reader has typed so far.
+   */ const openedOn = useRef({
+        link,
+        deal
+    });
+    useEffect(()=>{
+        openedOn.current = {
+            link,
+            deal
+        };
+    }, [
+        link,
+        deal
+    ]);
+    useEffect(()=>{
+        if (!open) return;
+        const seed = openedOn.current;
+        const primary = seed.deal ? Aglyn.dealPrimaryContactId(Aglyn.dealContactRolesOf(seed.deal)) : null;
+        setDraft(activity ? draftFrom(activity) : freshDraft(presetKind, crmActivityPicksFrom(seed.link, primary)));
     }, [
         open,
         activity,
@@ -114,21 +149,36 @@ const draftFrom = (activity)=>{
     const direction = Aglyn.crmActivityDirection(draft.kind, draft.direction);
     const atMs = fromLocalInput(draft.at);
     const body = draft.body.trim();
+    /*
+   * A lead's own log shows neither field: a lead is not a contact **Name**
+   * could hold, and in Salesforce's model too it names no What. A contact
+   * beside the lead means it converted, and the entry reads like any other.
+   */ const filedOn = activity != null ? activity : link;
+    const leadOnly = Boolean(filedOn.leadId) && !filedOn.contactId;
+    const { picks } = draft;
+    // An activity attached to nothing is a sentence nobody can find (AGL-2606).
+    const linked = leadOnly || Boolean(picks.contactId || picks.related);
     const duration = draft.durationMinutes.trim() ? Number(draft.durationMinutes) : null;
     const durationValid = duration === null || Number.isInteger(duration) && duration >= 0 && duration <= DURATION_MAX_MINUTES;
-    const canSave = Boolean(dataScope) && Boolean(user == null ? void 0 : user.uid) && // A NEW activity is stamped with a site's scope and provenance; at the
-    // organization level that is the picked site, and there is nothing to
-    // write until there is one (AGL-2630). An edit never touches either.
-    (Boolean(activity) || Boolean(hostId)) && body.length > 0 && atMs !== null && durationValid && !saving;
+    const canSave = Boolean(dataScope) && Boolean(user == null ? void 0 : user.uid) && // A NEW activity is stamped with a scope: the whole org where every site
+    // sees the CRM's records, else the picked site's — and in an org that
+    // keeps its sites apart there is nothing to write until one is picked
+    // (AGL-2630). An edit never touches either.
+    (Boolean(activity) || writeTokens.length > 0) && body.length > 0 && atMs !== null && durationValid && linked && !saving;
     const handleSave = useCallback(async ()=>{
         // Every guard the button reads, again — a callback can outlive the
         // render that disabled it.
-        if (!dataScope || !(user == null ? void 0 : user.uid) || !body || atMs === null || !durationValid) {
+        if (!dataScope || !(user == null ? void 0 : user.uid) || !body || atMs === null || !durationValid || !linked) {
             return;
         }
-        if (!activity && !hostId) return;
+        if (!activity && !writeTokens.length) return;
         setSaving(true);
         try {
+            const named = crmActivityLinkFromPicks(picks, filedOn.leadId);
+            const stamped = ()=>resolveCrmActivityCompany(named, {
+                    groupId: consentGroup == null ? void 0 : consentGroup.groupId,
+                    org
+                }, crmActivityClientReads(firestore, dataScope[1]));
             const said = {
                 kind: draft.kind,
                 body: body.slice(0, BODY_MAX),
@@ -137,7 +187,13 @@ const draftFrom = (activity)=>{
             const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : '';
             const durationMinutes = hasOutcome && duration !== null ? duration : null;
             if (activity) {
-                await updateDoc(doc(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities, activity.$id), _extends({}, said, {
+                var _relinked_contactId, _relinked_dealId, _relinked_companyId;
+                const relinked = crmActivityPicksEqual(picks, crmActivityPicksFrom(activity)) ? null : await stamped();
+                await updateDoc(doc(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities, activity.$id), _extends({}, said, relinked ? {
+                    contactId: (_relinked_contactId = relinked.contactId) != null ? _relinked_contactId : deleteField(),
+                    dealId: (_relinked_dealId = relinked.dealId) != null ? _relinked_dealId : deleteField(),
+                    companyId: (_relinked_companyId = relinked.companyId) != null ? _relinked_companyId : deleteField()
+                } : {}, {
                     // Cleared rather than left: a call turned into a note must not
                     // keep the call's outcome, and Firestore refuses `undefined`.
                     outcome: outcome ? outcome : deleteField(),
@@ -157,7 +213,7 @@ const draftFrom = (activity)=>{
          * Scoped to the tokens this viewer may list, as every activity
          * listener is, so the rules admit the aggregate for a scoped
          * member exactly as they admit the timeline.
-         */ const lead = Aglyn.crmActivityCeilingLink(link);
+         */ const lead = Aglyn.crmActivityCeilingLink(named);
                 if (lead) {
                     const logged = (await getCountFromServer(query(collection(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities), ...crmVisibleToClause(readTokens), where(lead.field, '==', lead.id)))).data().count;
                     if (!Aglyn.crmActivityLogHasRoom(logged)) {
@@ -168,21 +224,14 @@ const draftFrom = (activity)=>{
                         return;
                     }
                 }
+                const links = await stamped();
                 await addDoc(collection(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities), _extends({}, said, outcome ? {
                     outcome
                 } : {}, durationMinutes !== null ? {
                     durationMinutes
                 } : {}, direction ? {
                     direction
-                } : {}, link.contactId ? {
-                    contactId: link.contactId
-                } : {}, link.companyId ? {
-                    companyId: link.companyId
-                } : {}, link.dealId ? {
-                    dealId: link.dealId
-                } : {}, link.leadId ? {
-                    leadId: link.leadId
-                } : {}, {
+                } : {}, links, {
                     visibleTo: writeTokens,
                     hostId,
                     byUid: user.uid
@@ -221,7 +270,11 @@ const draftFrom = (activity)=>{
         activity,
         firestore,
         enqueueSnackbar,
-        link,
+        linked,
+        picks,
+        filedOn.leadId,
+        consentGroup,
+        org,
         readTokens,
         writeTokens,
         hostId,
@@ -247,7 +300,8 @@ const draftFrom = (activity)=>{
                     activity ? null : /*#__PURE__*/ _jsx(CrmSitePicker, {
                         hostId: mountedHostId,
                         disabled: saving,
-                        helperText: "The site this activity is logged from — it decides which of your sites may see it."
+                        optional: needsSite === false,
+                        helperText: needsSite === false ? undefined : 'The site this activity is logged from — it decides which of your sites may see it.'
                     }),
                     /*#__PURE__*/ _jsxs(Stack, {
                         direction: "row",
@@ -380,7 +434,17 @@ const draftFrom = (activity)=>{
                                 }
                             })
                         ]
-                    }) : null
+                    }) : null,
+                    leadOnly ? null : /*#__PURE__*/ _jsx(ActivityLinkFields, {
+                        scope: scope,
+                        picks: picks,
+                        onChange: (next)=>setDraft((prev)=>_extends({}, prev, {
+                                    picks: next
+                                })),
+                        link: link,
+                        deal: deal,
+                        disabled: saving
+                    })
                 ]
             }),
             /*#__PURE__*/ _jsxs(DialogActions, {