@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/contact-associations-card.js

@@ -0,0 +1,296 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import * as Aglyn from "@aglyn/aglyn";
+import { CONTACT_SOURCE_LABELS, MARKETING_BASIS_LABELS, readMarketingBasis } from "@aglyn/aglyn";
+import { personKeyInBrowser } from "../model/person-key-web.js";
+/*
+ * The component path and NOT the marketing barrel: that barrel is the entry
+ * point the tenant's loader imports to activate the plugin's SITE half, so a
+ * console card named there ships to every published page.
+ */ import { CrmRecordAttributionZone } from "./crm-attribution-zone.js";
+import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, useHostCampaigns, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { Button, Chip, Divider, Stack, Typography } from "@mui/material";
+import { doc, getDoc } from "firebase/firestore";
+import { useCallback, useEffect, useMemo, useState } from "react";
+import { useContactUpdate } from "../hooks/use-contact-update.js";
+import { crmRoutes } from "../model/crm-routes.js";
+/**
+ * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).
+ *
+ * Four facts that were in the v1 drawer and are not properties of the
+ * person so much as of the RELATIONSHIP:
+ *
+ *  - The SOURCES say which mechanism created the record — a form, a
+ *    checkout, an import.
+ *  - The ATTRIBUTION says which campaign led to it, recorded from the link
+ *    they followed and never editable. One keyed read, paid on opening the
+ *    page rather than per row of the list.
+ *  - The CONSENT is the basis this controller holds for marketing email:
+ *    opted in, opted out, or no record — three states that never collapse
+ *    into two, because "no record" is the commonest and is not a refusal.
+ *  - The FILING is which campaigns the team has PUT them in, a working set
+ *    kept by hand. It adds nobody to a send: a campaign's audience is its
+ *    lists and each email's own picker, and the helper says so where a
+ *    reader would otherwise assume the opposite.
+ *
+ * The filing is the one editable thing here and has its own Save, through
+ * the same stale-seed guard the properties card uses: a campaign membership
+ * written over a cached read could revert somebody else's filing. The save
+ * goes to `crm/contact-update` (AGL-2804), because the filing is this
+ * holder's facet and a facet is the server's to write; like every field that
+ * route writes, it is refused to a plan without the CRM (AGL-2851).
+ *
+ * ## The lead (AGL-2612)
+ *
+ * A LEAD is the sales record a lead surface — a sign-up, a booking, a form
+ * with lead routing — files beside the contact, under the capturing site at
+ * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact
+ * once converted; nothing linked back, so the two halves of one person
+ * read as unrelated. One `getDoc` by the key the capture derives — the
+ * address, normalized and hashed, computed here on WebCrypto — is what
+ * answers "does this site hold a lead for this person", and it is a read
+ * this page pays because opening the record IS the ask. Absence is a fact
+ * too: a contact captured by an order or an import has no lead, and the
+ * chip is simply not there.
+ */ export function ContactAssociationsCard(props) {
+    var _record_sources;
+    const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const contactUpdate = useContactUpdate(hostId);
+    const routes = crmRoutes(basePath);
+    const [leadKey, setLeadKey] = useState(null);
+    const email = record.email;
+    useEffect(()=>{
+        let active = true;
+        setLeadKey(null);
+        if (!hostId) return undefined;
+        void (async ()=>{
+            const key = await personKeyInBrowser(email);
+            if (!key || !active) return;
+            const snapshot = await getDoc(doc(firestore, 'hosts', hostId, 'leads', key)).catch(()=>null);
+            if (active && (snapshot == null ? void 0 : snapshot.exists())) setLeadKey(key);
+        })().catch(()=>undefined);
+        return ()=>{
+            active = false;
+        };
+    }, [
+        firestore,
+        hostId,
+        email
+    ]);
+    const [campaigns, setCampaigns] = useState(record.campaignIds);
+    const [saving, setSaving] = useState(false);
+    const recordId = record.$id;
+    useEffect(()=>{
+        setCampaigns(record.campaignIds);
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [
+        recordId
+    ]);
+    /*
+   * The site's campaigns, read because this page IS the ask: one picker on
+   * one record, and nothing in the list ever paid for the campaign list.
+   */ const siteCampaigns = useHostCampaigns(hostId != null ? hostId : undefined, {
+        enabled: Boolean(hostId)
+    });
+    const consent = useMemo(()=>readMarketingBasis(row, consentGroup), [
+        row,
+        consentGroup
+    ]);
+    const handleSaveFiling = useCallback(async ()=>{
+        setSaving(true);
+        try {
+            const verdict = await writeGuardedBySeed({
+                subject: 'contact',
+                unreadable: seed.status === 'error',
+                fromCache: seed.fromCache
+            }, // An empty selection is sent as an empty list rather than left out,
+            // so "filed under no campaign" has one shape here and in the pass
+            // that detaches a deleted campaign.
+            ()=>contactUpdate.updateOne(record.$id, {
+                    campaignIds: Aglyn.campaignMembershipValue(campaigns)
+                }));
+            if (!verdict.ok) {
+                return void enqueueSnackbar(verdict.message, {
+                    variant: 'warning',
+                    persist: false
+                });
+            }
+            enqueueSnackbar('Filing saved', {
+                variant: 'success',
+                persist: false
+            });
+        } catch (error) {
+            console.error(error);
+            enqueueSnackbar(error instanceof Error && error.message ? error.message : 'An error has occurred', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setSaving(false);
+        }
+    }, [
+        campaigns,
+        contactUpdate,
+        enqueueSnackbar,
+        record.$id,
+        seed.fromCache,
+        seed.status
+    ]);
+    const sources = Object.keys((_record_sources = record.sources) != null ? _record_sources : {});
+    const consentDetail = [
+        consent.basisAtMs ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}` : null,
+        consent.assertedBy === 'operator' ? 'entered by your team' : null,
+        consent.otherGrant === 'other-host' ? 'opted in to another site in this workspace' : null
+    ].filter(Boolean);
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Relationship',
+        help: Aglyn.pluginDocsHelp('contactRecord', {
+            anchor: '#what-each-site-keeps-to-itself'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 0.5,
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "subtitle2",
+                            children: 'Sources'
+                        }),
+                        sources.length || leadKey ? /*#__PURE__*/ _jsxs(Stack, {
+                            direction: "row",
+                            spacing: 0.5,
+                            sx: {
+                                flexWrap: 'wrap',
+                                rowGap: 0.5
+                            },
+                            children: [
+                                sources.map((source)=>{
+                                    var _CONTACT_SOURCE_LABELS_source;
+                                    return /*#__PURE__*/ _jsx(Chip, {
+                                        label: (_CONTACT_SOURCE_LABELS_source = CONTACT_SOURCE_LABELS[source]) != null ? _CONTACT_SOURCE_LABELS_source : source,
+                                        size: "small"
+                                    }, source);
+                                }),
+                                leadKey ? /*#__PURE__*/ _jsx(Button, _extends({
+                                    component: AppLink
+                                }, {
+                                    componentVariant: 'naked',
+                                    nativeButton: false
+                                }, {
+                                    href: routes.lead(leadKey),
+                                    size: "small",
+                                    variant: "outlined",
+                                    sx: {
+                                        py: 0,
+                                        minHeight: 24,
+                                        lineHeight: 1.5
+                                    },
+                                    children: 'Lead on this site'
+                                })) : null
+                            ]
+                        }) : /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            color: "text.secondary",
+                            children: 'No capture recorded.'
+                        })
+                    ]
+                }),
+                bookingsHref ? /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 0.5,
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "subtitle2",
+                            children: 'Bookings'
+                        }),
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            children: /*#__PURE__*/ _jsx(AppLink, {
+                                href: bookingsHref,
+                                children: 'Bookings on this site'
+                            })
+                        }),
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: 'Every booking made with this address, upcoming and past.'
+                        })
+                    ]
+                }) : null,
+                hostId ? /*#__PURE__*/ _jsx(CrmRecordAttributionZone, {
+                    hostId: hostId,
+                    recordKind: "contact",
+                    recordId: record.$id
+                }) : null,
+                /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 0.5,
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "subtitle2",
+                            children: 'Marketing email'
+                        }),
+                        /*#__PURE__*/ _jsxs(Typography, {
+                            variant: "body2",
+                            children: [
+                                MARKETING_BASIS_LABELS[consent.basis],
+                                consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: consent.basis === 'unrecorded' ? 'Nothing was recorded either way — not a refusal, and not permission.' : `The basis this ${consentGroup.declared ? 'group' : 'site'} holds. Other sites in the workspace keep their own.`
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(Divider, {}),
+                /*#__PURE__*/ _jsx(CampaignPicker, {
+                    options: siteCampaigns.options,
+                    value: campaigns,
+                    onChange: setCampaigns,
+                    label: "Filed under campaigns",
+                    helperText: "Your own filing. It never adds anyone to a send — a campaign mails its lists.",
+                    empty: siteCampaigns.ready && !siteCampaigns.options.length,
+                    emptyText: "This site has no campaigns yet."
+                }),
+                /*#__PURE__*/ _jsx(Stack, {
+                    direction: "row",
+                    children: /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        variant: "outlined",
+                        disabled: saving || siteCampaigns.ready && !siteCampaigns.options.length,
+                        onClick: ()=>void handleSaveFiling(),
+                        children: saving ? 'Saving…' : 'Save filing'
+                    })
+                })
+            ]
+        })
+    });
+}
+ContactAssociationsCard.displayName = 'ContactAssociationsCard';
+export default ContactAssociationsCard;
+
+//# sourceMappingURL=contact-associations-card.js.map

package/src/lib/components/contact-associations-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useHostCampaigns,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own Save, through\n * the same stale-seed guard the properties card uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'hosts', hostId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The site's campaigns, read because this page IS the ask: one picker on\n   * one record, and nothing in the list ever paid for the campaign list.\n   */\n  const siteCampaigns = useHostCampaigns(hostId ?? undefined, { enabled: Boolean(hostId) })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <CrmRecordAttributionZone\n            hostId={hostId}\n            recordKind=\"contact\"\n            recordId={record.$id}\n          />\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText=\"This site has no campaigns yet.\"\n        />\n        <Stack direction=\"row\">\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        </Stack>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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package/src/lib/components/contact-custom-columns.d.ts

@@ -0,0 +1,38 @@
+import { type ContactCustomValue, type ContactFieldDefinition } from '@aglyn/aglyn';
+import type { GridColDef } from '@mui/x-data-grid';
+/**
+ * The column `field` a definition's key is listed under — namespaced so a
+ * key can never collide with a built-in column, and the shared contract
+ * since AGL-2617 so a saved view's filter clause and its column list name
+ * the field the same way.
+ */
+export declare const customFieldColumnId: (key: string) => string;
+/**
+ * One stored value, as the list shows it.
+ *
+ * A checkbox reads as Yes or an em dash rather than `true`/`false`; a date
+ * as the local day rather than the ISO stamp it is stored as; a link as an
+ * anchor. Everything else is the value itself, and nothing is `null` on
+ * screen — a cleared value and an absent one look the same, because to the
+ * reader of a list they are.
+ */
+export declare function formatContactCustomValue(definition: Pick<ContactFieldDefinition, 'type'>, value: ContactCustomValue | undefined): string;
+/**
+ * A CRM list's columns for the org's custom fields (AGL-2601), one per
+ * ACTIVE definition in `order` — the contacts list's, and since AGL-2661
+ * the companies list's and the deals table's, each handed the definitions
+ * of its own object.
+ *
+ * The value is read off `row.custom`: on a contact the list projects it
+ * from THIS holder's facet — the same projection that puts `tags` and
+ * `notes` on the row — so a column can never show another holder's value;
+ * on a company or a deal it is the document's own map. Sorting and
+ * filtering are off: the value lives under a map no index covers, and a
+ * column that sorted the loaded window would look like it sorted the
+ * collection.
+ *
+ * Retired definitions get no column. Their values are still on the rows,
+ * and an export can still read them; a column for a field the merchant
+ * retired would be the field refusing to go away.
+ */
+export declare function customFieldColumns(definitions: readonly ContactFieldDefinition[]): GridColDef[];

package/src/lib/components/contact-custom-columns.js

@@ -0,0 +1,102 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx } from "react/jsx-runtime";
+import { crmContactCustomColumn } from "@aglyn/aglyn";
+import { Link, Typography } from "@mui/material";
+/**
+ * The column `field` a definition's key is listed under — namespaced so a
+ * key can never collide with a built-in column, and the shared contract
+ * since AGL-2617 so a saved view's filter clause and its column list name
+ * the field the same way.
+ */ export const customFieldColumnId = crmContactCustomColumn;
+/**
+ * One stored value, as the list shows it.
+ *
+ * A checkbox reads as Yes or an em dash rather than `true`/`false`; a date
+ * as the local day rather than the ISO stamp it is stored as; a link as an
+ * anchor. Everything else is the value itself, and nothing is `null` on
+ * screen — a cleared value and an absent one look the same, because to the
+ * reader of a list they are.
+ */ export function formatContactCustomValue(definition, value) {
+    if (value === undefined || value === null || value === '') return '';
+    switch(definition.type){
+        case 'checkbox':
+            return value === true ? 'Yes' : value === false ? 'No' : String(value);
+        case 'date':
+            {
+                const ms = typeof value === 'string' ? Date.parse(value) : Number(value);
+                return Number.isFinite(ms) ? new Date(ms).toLocaleDateString() : String(value);
+            }
+        case 'number':
+            return typeof value === 'number' ? value.toLocaleString() : String(value);
+        default:
+            return String(value);
+    }
+}
+/**
+ * A CRM list's columns for the org's custom fields (AGL-2601), one per
+ * ACTIVE definition in `order` — the contacts list's, and since AGL-2661
+ * the companies list's and the deals table's, each handed the definitions
+ * of its own object.
+ *
+ * The value is read off `row.custom`: on a contact the list projects it
+ * from THIS holder's facet — the same projection that puts `tags` and
+ * `notes` on the row — so a column can never show another holder's value;
+ * on a company or a deal it is the document's own map. Sorting and
+ * filtering are off: the value lives under a map no index covers, and a
+ * column that sorted the loaded window would look like it sorted the
+ * collection.
+ *
+ * Retired definitions get no column. Their values are still on the rows,
+ * and an export can still read them; a column for a field the merchant
+ * retired would be the field refusing to go away.
+ */ export function customFieldColumns(definitions) {
+    return definitions.filter((definition)=>!definition.retiredAt).map((definition)=>({
+            field: customFieldColumnId(definition.key),
+            headerName: definition.label,
+            flex: 0.8,
+            minWidth: 140,
+            sortable: false,
+            filterable: false,
+            valueGetter: (_value, row)=>{
+                var _row_custom;
+                return formatContactCustomValue(definition, (_row_custom = row.custom) == null ? void 0 : _row_custom[definition.key]);
+            },
+            renderCell: ({ row })=>{
+                var _row_custom;
+                const raw = (_row_custom = row.custom) == null ? void 0 : _row_custom[definition.key];
+                const text = formatContactCustomValue(definition, raw);
+                if (!text) return null;
+                if (definition.type === 'url') {
+                    return /*#__PURE__*/ _jsx(Link, {
+                        href: text,
+                        target: "_blank",
+                        rel: "noopener noreferrer",
+                        variant: "body2",
+                        onClick: (event)=>event.stopPropagation(),
+                        children: text
+                    });
+                }
+                return /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    children: text
+                });
+            }
+        }));
+}
+
+//# sourceMappingURL=contact-custom-columns.js.map

package/src/lib/components/contact-custom-columns.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-custom-columns.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 ContactCustomValue,\n  type ContactFieldDefinition,\n  crmContactCustomColumn,\n} from '@aglyn/aglyn'\nimport { Link, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\n\n/**\n * The column `field` a definition's key is listed under — namespaced so a\n * key can never collide with a built-in column, and the shared contract\n * since AGL-2617 so a saved view's filter clause and its column list name\n * the field the same way.\n */\nexport const customFieldColumnId = crmContactCustomColumn\n\n/**\n * One stored value, as the list shows it.\n *\n * A checkbox reads as Yes or an em dash rather than `true`/`false`; a date\n * as the local day rather than the ISO stamp it is stored as; a link as an\n * anchor. Everything else is the value itself, and nothing is `null` on\n * screen — a cleared value and an absent one look the same, because to the\n * reader of a list they are.\n */\nexport function formatContactCustomValue(\n  definition: Pick<ContactFieldDefinition, 'type'>,\n  value: ContactCustomValue | undefined,\n): string {\n  if (value === undefined || value === null || value === '') return ''\n  switch (definition.type) {\n    case 'checkbox':\n      return value === true ? 'Yes' : value === false ? 'No' : String(value)\n    case 'date': {\n      const ms = typeof value === 'string' ? Date.parse(value) : Number(value)\n      return Number.isFinite(ms) ? new Date(ms).toLocaleDateString() : String(value)\n    }\n    case 'number':\n      return typeof value === 'number' ? value.toLocaleString() : String(value)\n    default:\n      return String(value)\n  }\n}\n\n/**\n * A CRM list's columns for the org's custom fields (AGL-2601), one per\n * ACTIVE definition in `order` — the contacts list's, and since AGL-2661\n * the companies list's and the deals table's, each handed the definitions\n * of its own object.\n *\n * The value is read off `row.custom`: on a contact the list projects it\n * from THIS holder's facet — the same projection that puts `tags` and\n * `notes` on the row — so a column can never show another holder's value;\n * on a company or a deal it is the document's own map. Sorting and\n * filtering are off: the value lives under a map no index covers, and a\n * column that sorted the loaded window would look like it sorted the\n * collection.\n *\n * Retired definitions get no column. Their values are still on the rows,\n * and an export can still read them; a column for a field the merchant\n * retired would be the field refusing to go away.\n */\nexport function customFieldColumns(\n  definitions: readonly ContactFieldDefinition[],\n): GridColDef[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition) => ({\n      field: customFieldColumnId(definition.key),\n      headerName: definition.label,\n      flex: 0.8,\n      minWidth: 140,\n      sortable: false,\n      filterable: false,\n      valueGetter: (_value: unknown, row: { custom?: Record<string, ContactCustomValue> }) =>\n        formatContactCustomValue(definition, row.custom?.[definition.key]),\n      renderCell: ({ row }: { row: { custom?: Record<string, ContactCustomValue> } }) => {\n        const raw = row.custom?.[definition.key]\n        const text = formatContactCustomValue(definition, raw)\n        if (!text) return null\n        if (definition.type === 'url') {\n          return (\n            <Link\n              href={text}\n              target=\"_blank\"\n              rel=\"noopener noreferrer\"\n              variant=\"body2\"\n              onClick={(event) => event.stopPropagation()}\n            >\n              {text}\n            </Link>\n          )\n        }\n        return <Typography variant=\"body2\">{text}</Typography>\n      },\n    }))\n}\n"],"names":["crmContactCustomColumn","Link","Typography","customFieldColumnId","formatContactCustomValue","definition","value","undefined","type","String","ms","Date","parse","Number","isFinite","toLocaleDateString","toLocaleString","customFieldColumns","definitions","filter","retiredAt","map","field","key","headerName","label","flex","minWidth","sortable","filterable","valueGetter","_value","row","custom","renderCell","raw","text","href","target","rel","variant","onClick","event","stopPropagation"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAGEA,sBAAsB,QACjB,eAAc;AACrB,SAASC,IAAI,EAAEC,UAAU,QAAQ,gBAAe;AAGhD;;;;;CAKC,GACD,OAAO,MAAMC,sBAAsBH,uBAAsB;AAEzD;;;;;;;;CAQC,GACD,OAAO,SAASI,yBACdC,UAAgD,EAChDC,KAAqC;IAErC,IAAIA,UAAUC,aAAaD,UAAU,QAAQA,UAAU,IAAI,OAAO;IAClE,OAAQD,WAAWG,IAAI;QACrB,KAAK;YACH,OAAOF,UAAU,OAAO,QAAQA,UAAU,QAAQ,OAAOG,OAAOH;QAClE,KAAK;YAAQ;gBACX,MAAMI,KAAK,OAAOJ,UAAU,WAAWK,KAAKC,KAAK,CAACN,SAASO,OAAOP;gBAClE,OAAOO,OAAOC,QAAQ,CAACJ,MAAM,IAAIC,KAAKD,IAAIK,kBAAkB,KAAKN,OAAOH;YAC1E;QACA,KAAK;YACH,OAAO,OAAOA,UAAU,WAAWA,MAAMU,cAAc,KAAKP,OAAOH;QACrE;YACE,OAAOG,OAAOH;IAClB;AACF;AAEA;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,SAASW,mBACdC,WAA8C;IAE9C,OAAOA,YACJC,MAAM,CAAC,CAACd,aAAe,CAACA,WAAWe,SAAS,EAC5CC,GAAG,CAAC,CAAChB,aAAgB,CAAA;YACpBiB,OAAOnB,oBAAoBE,WAAWkB,GAAG;YACzCC,YAAYnB,WAAWoB,KAAK;YAC5BC,MAAM;YACNC,UAAU;YACVC,UAAU;YACVC,YAAY;YACZC,aAAa,CAACC,QAAiBC;oBACQA;uBAArC5B,yBAAyBC,aAAY2B,cAAAA,IAAIC,MAAM,qBAAVD,WAAY,CAAC3B,WAAWkB,GAAG,CAAC;;YACnEW,YAAY,CAAC,EAAEF,GAAG,EAA4D;oBAChEA;gBAAZ,MAAMG,OAAMH,cAAAA,IAAIC,MAAM,qBAAVD,WAAY,CAAC3B,WAAWkB,GAAG,CAAC;gBACxC,MAAMa,OAAOhC,yBAAyBC,YAAY8B;gBAClD,IAAI,CAACC,MAAM,OAAO;gBAClB,IAAI/B,WAAWG,IAAI,KAAK,OAAO;oBAC7B,qBACE,KAACP;wBACCoC,MAAMD;wBACNE,QAAO;wBACPC,KAAI;wBACJC,SAAQ;wBACRC,SAAS,CAACC,QAAUA,MAAMC,eAAe;kCAExCP;;gBAGP;gBACA,qBAAO,KAAClC;oBAAWsC,SAAQ;8BAASJ;;YACtC;QACF,CAAA;AACJ"}

package/src/lib/components/contact-custom-fields-card.d.ts

@@ -0,0 +1,39 @@
+import { type ConsolePluginPageProps } from '@aglyn/aglyn';
+export interface ContactCustomFieldsCardProps extends Pick<ConsolePluginPageProps, 'hostId' | 'org'> {
+    contactId: string;
+    /** The CRM surface's own path, for the link to the Fields section. */
+    basePath?: string;
+    /**
+     * The contact document, facets and all, when the page already holds it.
+     *
+     * Omit it and the card reads the document once itself — the shape the
+     * record stub mounts it in. A page that passes it pays no second read,
+     * and owns the seed discipline for it: the card's own guard covers only
+     * the read the card made.
+     */
+    contact?: Record<string, unknown> | null;
+}
+/**
+ * The custom fields on one contact, as THIS holder's values (AGL-2601).
+ *
+ * Every active definition draws the control its type calls for, seeded
+ * from the viewing group's facet — `facets.{group}.custom.{key}` — and
+ * never from another holder's, because a value is one business's knowledge
+ * of a person.
+ *
+ * Save sends ONLY the keys that changed to `crm/contact-update` (AGL-2804):
+ * the values are the holder's facet, which the server writes, judging each
+ * against its definition and writing it at its own dotted path — a nested
+ * `custom` object would replace the map and take every key this card did
+ * not touch out with it — and refusing a plan without the CRM. A
+ * refusal is shown in the route's own words, with the draft kept.
+ *
+ * A cleared control sends `null`, the explicit "cleared" the model keeps the
+ * key present with, rather than deleting the field: a `where` on the key can
+ * still find the contact, and an export still shows the column.
+ */
+export declare function ContactCustomFieldsCard(props: ContactCustomFieldsCardProps): import("react").JSX.Element;
+export declare namespace ContactCustomFieldsCard {
+    var displayName: string;
+}
+export default ContactCustomFieldsCard;