cardstack · richardhjtan · Feb 17, 2025 · Feb 12, 2025 · Feb 12, 2025 · Feb 13, 2025
diff --git a/packages/experiments-realm/Account/77976251-6bc8-4a8c-972f-f9d588e8434d.json b/packages/experiments-realm/Account/77976251-6bc8-4a8c-972f-f9d588e8434d.json
@@ -36,6 +36,11 @@
       "thumbnailURL": null
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/141f3e15-cfd5-4b61-bd4c-37ea31dbeeab"

diff --git a/packages/experiments-realm/Account/be0192c4-e566-40ee-8a57-f88f7ab37e53.json b/packages/experiments-realm/Account/be0192c4-e566-40ee-8a57-f88f7ab37e53.json
@@ -35,6 +35,11 @@
       "thumbnailURL": "https://picsum.photos/id/416/200/300"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },      
       "company": {
         "links": {
           "self": "../Company/9203c173-3420-44b3-863d-90defd7c57c8"

diff --git a/packages/experiments-realm/Account/bf437dc3-1f96-45e5-a057-3487c6a5c2f7.json b/packages/experiments-realm/Account/bf437dc3-1f96-45e5-a057-3487c6a5c2f7.json
@@ -36,6 +36,11 @@
       "thumbnailURL": null
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/eb6a7c2d-6c94-4e42-aa01-c5823fb5af9a"

diff --git a/packages/experiments-realm/Account/c78762d3-9ab5-4f62-9370-d0b6a0261b08.json b/packages/experiments-realm/Account/c78762d3-9ab5-4f62-9370-d0b6a0261b08.json
@@ -36,6 +36,11 @@
       "thumbnailURL": null
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/e1856419-27b0-4ce3-98fe-759d21c7144f"

diff --git a/packages/experiments-realm/Company/141f3e15-cfd5-4b61-bd4c-37ea31dbeeab.json b/packages/experiments-realm/Company/141f3e15-cfd5-4b61-bd4c-37ea31dbeeab.json
@@ -22,6 +22,13 @@
       "description": "Family-owned bakery specializing in custom cakes and artisanal pastries. Looking to expand online ordering and social media presence.",
       "thumbnailURL": "https://example.com/sweet-tooth-logo.png"
     },
+    "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      }
+    },
     "meta": {
       "adoptsFrom": {
         "module": "../crm/company",

diff --git a/packages/experiments-realm/Company/9203c173-3420-44b3-863d-90defd7c57c8.json b/packages/experiments-realm/Company/9203c173-3420-44b3-863d-90defd7c57c8.json
@@ -22,6 +22,13 @@
       "description": "Modern fitness center with 3 locations. Needs help with membership campaigns and class scheduling system.",
       "thumbnailURL": "https://example.com/fitness-first-logo.png"
     },
+    "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      }
+    },
     "meta": {
       "adoptsFrom": {
         "module": "../crm/company",

diff --git a/packages/experiments-realm/Company/b92a3376-a258-4000-9e1f-ce21213c355b.json b/packages/experiments-realm/Company/b92a3376-a258-4000-9e1f-ce21213c355b.json
@@ -22,6 +22,13 @@
       "description": "Garden center and nursery wanting to launch seasonal marketing campaigns and e-commerce platform.",
       "thumbnailURL": "https://example.com/green-thumb-logo.png"
     },
+    "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      }
+    },
     "meta": {
       "adoptsFrom": {
         "module": "../crm/company",

diff --git a/packages/experiments-realm/Company/e1856419-27b0-4ce3-98fe-759d21c7144f.json b/packages/experiments-realm/Company/e1856419-27b0-4ce3-98fe-759d21c7144f.json
@@ -22,6 +22,13 @@
       "description": "Veterinary clinic seeking to improve online appointment booking and pet owner communication systems.",
       "thumbnailURL": "https://example.com/paws-clinic-logo.png"
     },
+    "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      }
+    },
     "meta": {
       "adoptsFrom": {
         "module": "../crm/company",

diff --git a/packages/experiments-realm/Company/eb6a7c2d-6c94-4e42-aa01-c5823fb5af9a.json b/packages/experiments-realm/Company/eb6a7c2d-6c94-4e42-aa01-c5823fb5af9a.json
@@ -22,6 +22,13 @@
       "description": "Early-stage startup developing productivity tools for remote teams. Looking to improve their market presence and lead generation through digital marketing.",
       "thumbnailURL": "https://example.com/techflow-logo.png"
     },
+    "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      }
+    },
     "meta": {
       "adoptsFrom": {
         "module": "../crm/company",

diff --git a/packages/experiments-realm/Contact/a01fc5c9-d70d-4b9c-aae4-384cf2b79b25.json b/packages/experiments-realm/Contact/a01fc5c9-d70d-4b9c-aae4-384cf2b79b25.json
@@ -47,6 +47,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/4571943/pexels-photo-4571943.jpeg?auto=compress&cs=tinysrgb&w=300&h=300&dpr=1"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/141f3e15-cfd5-4b61-bd4c-37ea31dbeeab"

diff --git a/packages/experiments-realm/Customer/0c71bda7-f4d8-451a-97cb-567a8fa31763.json b/packages/experiments-realm/Customer/0c71bda7-f4d8-451a-97cb-567a8fa31763.json
@@ -42,6 +42,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/774909/pexels-photo-774909.jpeg"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/e1856419-27b0-4ce3-98fe-759d21c7144f"

diff --git a/packages/experiments-realm/Customer/1274acf3-5b66-4373-89a2-fe8106c3d586.json b/packages/experiments-realm/Customer/1274acf3-5b66-4373-89a2-fe8106c3d586.json
@@ -42,6 +42,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/415829/pexels-photo-415829.jpeg"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/141f3e15-cfd5-4b61-bd4c-37ea31dbeeab"

diff --git a/packages/experiments-realm/Customer/dddaeabf-1e95-480c-b158-0873e31fc66c.json b/packages/experiments-realm/Customer/dddaeabf-1e95-480c-b158-0873e31fc66c.json
@@ -42,6 +42,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/220453/pexels-photo-220453.jpeg"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/9203c173-3420-44b3-863d-90defd7c57c8"

diff --git a/packages/experiments-realm/Deal/4fdd3053-14f1-4800-827f-d3e2a5c44ae8.json b/packages/experiments-realm/Deal/4fdd3053-14f1-4800-827f-d3e2a5c44ae8.json
@@ -72,6 +72,11 @@
       "thumbnailURL": "https://picsum.photos/id/3/200/300"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "account": {
         "links": {
           "self": null

diff --git a/packages/experiments-realm/Deal/50b65110-8335-4391-84ec-28cc9c0f22b3.json b/packages/experiments-realm/Deal/50b65110-8335-4391-84ec-28cc9c0f22b3.json
@@ -63,6 +63,11 @@
       "thumbnailURL": "https://picsum.photos/id/169/200/300"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "account": {
         "links": {
           "self": "../Account/c78762d3-9ab5-4f62-9370-d0b6a0261b08"

diff --git a/packages/experiments-realm/Deal/f0d769bd-e347-4203-9a96-89332cfba0e2.json b/packages/experiments-realm/Deal/f0d769bd-e347-4203-9a96-89332cfba0e2.json
@@ -63,6 +63,11 @@
       "thumbnailURL": "https://picsum.photos/id/416/200/300"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "account": {
         "links": {
           "self": "../Account/be0192c4-e566-40ee-8a57-f88f7ab37e53"

diff --git a/packages/experiments-realm/Lead/1dbcc3e8-fe3c-4c4a-ba66-ff7d637a7358.json b/packages/experiments-realm/Lead/1dbcc3e8-fe3c-4c4a-ba66-ff7d637a7358.json
@@ -42,6 +42,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/1681010/pexels-photo-1681010.jpeg?auto=compress&cs=tinysrgb&w=300&h=300&dpr=2"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/e1856419-27b0-4ce3-98fe-759d21c7144f"

diff --git a/packages/experiments-realm/Lead/4e70a791-dd4e-4b39-99a1-bb8070392437.json b/packages/experiments-realm/Lead/4e70a791-dd4e-4b39-99a1-bb8070392437.json
@@ -45,6 +45,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/2379004/pexels-photo-2379004.jpeg"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/eb6a7c2d-6c94-4e42-aa01-c5823fb5af9a"

diff --git a/packages/experiments-realm/Lead/9d7b2f20-c7da-4ddc-8e77-b75d88c97b48.json b/packages/experiments-realm/Lead/9d7b2f20-c7da-4ddc-8e77-b75d88c97b48.json
@@ -47,6 +47,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/3785079/pexels-photo-3785079.jpeg?auto=compress&cs=tinysrgb&w=300&h=300&dpr=2"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": "../Company/e1856419-27b0-4ce3-98fe-759d21c7144f"

diff --git a/packages/experiments-realm/Representative/880c1d41-2563-43da-999d-ef577fa3eac9.json b/packages/experiments-realm/Representative/880c1d41-2563-43da-999d-ef577fa3eac9.json
@@ -14,8 +14,8 @@
           "countryCode": "1"
         },
         "type": {
-          "index": 0,
-          "label": "Mobile"
+          "index": 2,
+          "label": "Work"
         }
       },
       "phoneOffice": {
@@ -38,6 +38,11 @@
       "thumbnailURL": "https://images.pexels.com/photos/2379005/pexels-photo-2379005.jpeg"
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": null

diff --git a/packages/experiments-realm/Representative/e0b16307-04bd-4e48-bdf8-517bb35b8119.json b/packages/experiments-realm/Representative/e0b16307-04bd-4e48-bdf8-517bb35b8119.json
@@ -36,6 +36,11 @@
       "thumbnailURL": null
     },
     "relationships": {
+      "crmApp": {
+        "links": {
+          "self": "../CrmApp/4e73712d-2a31-4ffe-9c22-d3de277257a6"
+        }
+      },
       "company": {
         "links": {
           "self": null

diff --git a/packages/experiments-realm/crm-app.gts b/packages/experiments-realm/crm-app.gts
@@ -35,7 +35,6 @@ import {
   CardError,
   SupportedMimeType,
   Filter,
-  getCards,
 } from '@cardstack/runtime-common';
 import ContactIcon from '@cardstack/boxel-icons/contact';
 import HeartHandshakeIcon from '@cardstack/boxel-icons/heart-handshake';
@@ -46,9 +45,9 @@ import ListDetails from '@cardstack/boxel-icons/list-details';
 import { taskStatusValues } from './crm/shared';
 import { URGENCY_TAG_VALUES } from './crm/urgency-tag';
 import { DEAL_STATUS_VALUES } from './crm/deal-status';
-import type { Deal } from './crm/deal';
 import DealSummary from './crm/deal-summary';
 import { CRMTaskPlanner } from './crm/task-planner';
+import type { LooseSingleCardDocument } from '@cardstack/runtime-common';
 
 import type { TemplateOnlyComponent } from '@ember/component/template-only';
 import {
@@ -248,18 +247,6 @@ class CrmAppTemplate extends Component<typeof CrmApp> {
     }
   });
 
-  get deals() {
-    return this.dealSearch.instances as Deal[];
-  }
-
-  dealSearch = getCards(
-    () => this.query,
-    () => this.realmHrefs,
-    {
-      isLive: true,
-    },
-  );
-
   get filters() {
     return this.filterMap.get(this.activeTabId!)!;
   }
@@ -305,8 +292,24 @@ class CrmAppTemplate extends Component<typeof CrmApp> {
       return;
     }
     let currentRealm = this.realms[0];
+    let doc: LooseSingleCardDocument = {
+      data: {
+        type: 'card',
+        relationships: {
+          crmApp: {
+            links: {
+              self: this.args.model.id ?? null,
+            },
+          },
+        },
+        meta: {
+          adoptsFrom: ref,
+        },
+      },
+    };
     await this.args.context?.actions?.createCard?.(ref, currentRealm, {
       realmURL: currentRealm,
+      doc,
     });
   });
 
@@ -323,9 +326,17 @@ class CrmAppTemplate extends Component<typeof CrmApp> {
 
     if (!loadAllFilters.isIdle || !activeFilter?.query) return;
 
-    const defaultFilter = {
-      type: activeFilter.cardRef,
-    };
+    const defaultFilter = [
+      {
+        type: activeFilter.cardRef,
+      },
+      {
+        on: activeFilter.cardRef,
+        eq: {
+          'crmApp.id': this.args.model.id,
+        },
+      },
+    ];
 
     // filter field value by CRM Account
     const accountFilter =
@@ -357,7 +368,7 @@ class CrmAppTemplate extends Component<typeof CrmApp> {
       filter: {
         on: activeFilter.cardRef,
         every: [
-          defaultFilter,
+          ...defaultFilter,
           ...accountFilter,
           ...dealFilter,
           ...this.searchFilter,
@@ -496,9 +507,14 @@ class CrmAppTemplate extends Component<typeof CrmApp> {
           </BoxelButton>
         {{/if}}
         {{#if (eq this.activeTabId 'Deal')}}
-          <div class='content-header-deal-summary'>
-            <DealSummary @deals={{this.deals}} />
-          </div>
+          {{#if this.query}}
+            <div class='content-header-deal-summary'>
+              <DealSummary
+                @query={{this.query}}
+                @realmHrefs={{this.realmHrefs}}
+              />
+            </div>
+          {{/if}}
         {{/if}}
         <div class='search-bar content-header-row-2'>
           <SearchInput