feat(web): deal stages editor in CRM settings - #6244
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📝 SummarySummary by CodeRabbit
WalkthroughCRM settings now includes a deal stages editor. Admins can rename, reorder, add, delete, reset, and mark stages as closed. New storage client methods and query mutations persist stage changes through Merge Risk: 🟡 Moderate · up to The new CRM deal-stage editor enables pipeline management, but screen-reader users cannot reliably identify its save, cancel, reorder, and delete controls. Add accessible labels before merging. 🚥 Pre-merge checks | ✅ 4✅ Passed checks (4 passed)
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Actionable comments posted: 1
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Inline comments:
In `@apps/web/src/features/settings/Crm.tsx`:
- Around line 369-374: Add descriptive aria-label attributes to each icon-only
stage action Button in the Crm component, covering the save, cancel, move, and
delete controls; keep the existing behavior and labels specific to each action.
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📒 Files selected for processing (6)
apps/web/src/features/companies/crm/deal-stages.tsapps/web/src/features/companies/crm/team-crm-config.tsapps/web/src/features/settings/Crm.tsxapps/web/src/lib/queries/crm/stages.tsapps/web/src/lib/service-clients/service-storage/client.tsdocs/AGENT_GUIDE/surfaces.md
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Cursor Bugbot has reviewed your changes using default effort and found 1 potential issue.
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Reviewed by Cursor Bugbot for commit 105df85. Configure here.
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found a bug testing as admin. customize stages seeds teh team definition but leaves existing companies on the system Stage value. if you rename a seeded stage (like Customer to Client), it drops every company in that stage to No Stage. |
Restores the Deal stages section removed in #4765, ported onto PUT /crm/stages. Every edit sends the full ordered list, so seeding and reorder are one request each instead of a client-side sequence. Editing is gated on canEditStages, mirroring the server's edit_stages_role check.
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Deal stages section in Settings > CRM, restored from #4586 onto PUT /crm/stages. Every edit sends the full ordered list. Editing follows canEditStages; the section shows once CRM is enabled; reset clears closed_stage_ids. Agent guide updated.
Verified in Chromium on the local stack as owner and member.
Stacks on #6243.
Note
Medium Risk
Changes team-wide CRM pipeline configuration and closed-deal semantics; mistakes affect kanban columns, permissions around closed stages, and company stage display across the CRM.
Overview
Adds a Deal stages section to Settings → CRM (shown only when CRM is enabled) so teams can manage their pipeline without leaving settings.
Stage changes go through
PUT /crm/stageswith the full ordered list on every edit: Customize stages seeds a team set from Macro defaults, then admins withedit_stages_rolecan rename (inline save/cancel), reorder, add, and delete (with confirm; last stage cannot be removed). Reset to defaults callsDELETE /crm/stages. Customizing remaps closed stage ids by label when the team already had an explicit closed set.A Closed stages checkbox block updates
closedStageIdsvia existing CRM team settings;useClosedStageIdsnow treats an explicit empty list as “none closed” instead of falling back to label heuristics.Supporting plumbing: storage client methods and
useReplaceCrmStagesMutation/useResetCrmStagesMutation(invalidate property definitions, soup, and team settings queries);isErroronuseDealStagesanduseTeamCrmConfigfor load-failure UI; exportedCRM_TEAM_SETTINGS_QUERY_KEY. Agent guide documents the new CRM settings surface.Reviewed by Cursor Bugbot for commit 105df85. Bugbot is set up for automated code reviews on this repo. Configure here.