@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/contact-import-drawer.js

@@ -0,0 +1,149 @@
+/**
+ * @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";
+/**
+ * IMPORTING A CONTACT FILE — the contact vocabulary over the shared drawer
+ * (AGL-2602; the drawer itself is `csv-import-drawer.tsx` since AGL-2621).
+ *
+ * The server half is `server/contacts-import.ts`. What this file adds to
+ * the walk the shared drawer makes is what is particular to people: the
+ * contact fields and their aliases, the holder's custom fields as further
+ * targets, the email as the one cell every row needs — judged here by the
+ * same normalizer the route runs, as a courtesy count — and the line in
+ * the result that says how many companies the file's company column made.
+ */ import { CRM_COLLECTIONS, normalizeContactEmail, pluginDocsHelp } from "@aglyn/aglyn";
+import { CONTACT_IMPORT_CHUNK_SIZE, CONTACT_IMPORT_FIELD_LABELS, CONTACT_IMPORT_FIELDS, CONTACT_IMPORT_MAX_ROWS, CONTACT_IMPORT_PREVIEW_ROWS, CONTACT_IMPORT_SKIP_LABELS, contactImportSkippedCsv, emptyContactImportResult, guessContactImportMapping, mapContactImportRow, mergeContactImportResults } from "../model/crm-import.js";
+import { useFirestore, useFirestoreCollection } from "@aglyn/tenant-feature-instance";
+import { Typography } from "@mui/material";
+import { collection, limit, query } from "firebase/firestore";
+import { useMemo } from "react";
+import { crmVisibleToClause, useCrmScope } from "../hooks/use-crm-scope.js";
+import { contactImportTemplateCsv } from "../model/contacts-csv.js";
+import { CsvImportButton, CsvImportDrawer } from "./csv-import-drawer.js";
+/**
+ * The holder's live custom-field definitions, read only while the drawer
+ * is open.
+ *
+ * A local hook rather than a shared one because the Fields section that
+ * will own these definitions is landing beside this drawer; when it ships a
+ * `useContactFieldDefinitions`, this is the read to replace with it. Scoped
+ * by `visibleTo` the way the contacts listener is, because the rules prove
+ * a scoped member's query per document and refuse an unfiltered one.
+ *
+ * Ordered in memory rather than by the query: `array-contains-any` with an
+ * `orderBy` on another field needs a composite index the collection does
+ * not have, and a holder's field list fits in one page.
+ */ function useImportFieldDefinitions(options) {
+    const { orgId, visibleToTokens, enabled } = options;
+    const firestore = useFirestore();
+    const { data } = useFirestoreCollection(()=>enabled && orgId ? query(collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.contactFields), ...crmVisibleToClause(visibleToTokens), limit(100)) : null, [
+        firestore,
+        orgId,
+        visibleToTokens,
+        enabled
+    ], {
+        idField: '$id'
+    });
+    return useMemo(()=>(data != null ? data : []).filter((field)=>!!field.key && !field.retiredAt).sort((a, b)=>{
+            var _a_order, _b_order;
+            return Number((_a_order = a.order) != null ? _a_order : 0) - Number((_b_order = b.order) != null ? _b_order : 0);
+        }), [
+        data
+    ]);
+}
+/** The contact vocabulary, over the holder's custom fields. */ function contactImportVocabulary(fields) {
+    return {
+        title: 'Import contacts from CSV',
+        collection: 'contacts',
+        help: pluginDocsHelp('contacts', {
+            anchor: '#import-from-csv'
+        }),
+        sitePickerHelperText: 'The site these people are imported into — it decides which of your ' + "sites may see them and whose marketing consent the file's consent " + 'column records.',
+        intro: 'A CSV with a header row. Match its columns to contact fields ' + 'below, check the preview, then import. A person already in your ' + 'contacts is updated rather than added twice. Up to ' + `${CONTACT_IMPORT_MAX_ROWS.toLocaleString()} rows per file — split a ` + 'larger one.',
+        fields: CONTACT_IMPORT_FIELDS,
+        fieldLabels: CONTACT_IMPORT_FIELD_LABELS,
+        customFields: fields,
+        requiredField: 'email',
+        requiredWarning: 'Choose which column holds the email address. It is the one field ' + 'every row needs.',
+        unusable: (cell)=>!normalizeContactEmail(cell),
+        unusableNotice: (count, total)=>`${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` + 'usable email address and will be skipped. You can download them ' + 'after the import.',
+        guessMapping: (columns)=>guessContactImportMapping(columns, fields),
+        mapRow: (cells, mapping)=>mapContactImportRow(cells, mapping),
+        route: '/api/crm/contacts-import',
+        maxRows: CONTACT_IMPORT_MAX_ROWS,
+        chunkSize: CONTACT_IMPORT_CHUNK_SIZE,
+        previewRows: CONTACT_IMPORT_PREVIEW_ROWS,
+        emptyResult: emptyContactImportResult,
+        mergeResults: (total, chunk, offset)=>mergeContactImportResults(total, chunk, offset),
+        skipLabels: CONTACT_IMPORT_SKIP_LABELS,
+        skippedCsv: contactImportSkippedCsv,
+        skippedFileName: 'skipped-contacts.csv',
+        templateCsv: ()=>contactImportTemplateCsv(fields),
+        templateFileName: 'contacts-template.csv',
+        resultExtras: (result)=>{
+            const created = result.companiesCreated;
+            return created ? /*#__PURE__*/ _jsx(Typography, {
+                variant: "body2",
+                color: "text.secondary",
+                children: `${created.toLocaleString()} new ${created === 1 ? 'company' : 'companies'} created from the company column.`
+            }) : null;
+        }
+    };
+}
+export function ContactImportDrawer(props) {
+    const { open, onClose, hostId, org } = props;
+    // The org root and the reader's tokens from the one scope hook (AGL-2614);
+    // at the organization level no clause, and the site every row is captured
+    // under is the one the drawer's picker names (AGL-2630).
+    const { orgId, visibleTo: visibleToTokens } = useCrmScope({
+        hostId,
+        org
+    });
+    const fields = useImportFieldDefinitions({
+        orgId,
+        visibleToTokens,
+        enabled: open
+    });
+    const vocabulary = useMemo(()=>contactImportVocabulary(fields), [
+        fields
+    ]);
+    return /*#__PURE__*/ _jsx(CsvImportDrawer, {
+        open: open,
+        onClose: onClose,
+        hostId: hostId,
+        vocabulary: vocabulary
+    });
+}
+ContactImportDrawer.displayName = 'ContactImportDrawer';
+/**
+ * The "Import CSV" action on the contacts list, with the drawer it opens —
+ * mounted only once opened, so the list pays nothing for it until then.
+ */ export function ContactImportButton(props) {
+    const { hostId, org } = props;
+    return /*#__PURE__*/ _jsx(CsvImportButton, {
+        children: (open, onClose)=>/*#__PURE__*/ _jsx(ContactImportDrawer, {
+                open: open,
+                onClose: onClose,
+                hostId: hostId,
+                org: org
+            })
+    });
+}
+ContactImportButton.displayName = 'ContactImportButton';
+export default ContactImportDrawer;
+
+//# sourceMappingURL=contact-import-drawer.js.map

package/src/lib/components/contact-import-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-import-drawer.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\n/**\n * IMPORTING A CONTACT FILE — the contact vocabulary over the shared drawer\n * (AGL-2602; the drawer itself is `csv-import-drawer.tsx` since AGL-2621).\n *\n * The server half is `server/contacts-import.ts`. What this file adds to\n * the walk the shared drawer makes is what is particular to people: the\n * contact fields and their aliases, the holder's custom fields as further\n * targets, the email as the one cell every row needs — judged here by the\n * same normalizer the route runs, as a courtesy count — and the line in\n * the result that says how many companies the file's company column made.\n */\n\nimport {\n  type ConsolePluginPageProps,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  normalizeContactEmail,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport {\n  CONTACT_IMPORT_CHUNK_SIZE,\n  CONTACT_IMPORT_FIELD_LABELS,\n  CONTACT_IMPORT_FIELDS,\n  CONTACT_IMPORT_MAX_ROWS,\n  CONTACT_IMPORT_PREVIEW_ROWS,\n  CONTACT_IMPORT_SKIP_LABELS,\n  type ContactImportChunkResult,\n  type ContactImportField,\n  type ContactImportRawRow,\n  type ContactImportSkippedRow,\n  contactImportSkippedCsv,\n  emptyContactImportResult,\n  guessContactImportMapping,\n  mapContactImportRow,\n  mergeContactImportResults,\n} from '../model/crm-import'\nimport { useFirestore, useFirestoreCollection } from '@aglyn/tenant-feature-instance'\nimport { Typography } from '@mui/material'\nimport { collection, limit, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport { contactImportTemplateCsv } from '../model/contacts-csv'\nimport {\n  CsvImportButton,\n  CsvImportDrawer,\n  type CsvImportVocabulary,\n} from './csv-import-drawer'\n\nexport interface ContactImportDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the file is imported INTO — what the route captures every row\n   * under — or `null` at the organization level (AGL-2630), where the\n   * drawer asks which site with a picker and holds the import until one is\n   * named.\n   */\n  hostId: string | null\n  /**\n   * The org document the shell passed, for the consent group's scope\n   * tokens. Typed as the page prop it is forwarded from, so the contacts\n   * list mounts the button with the value it already holds and no cast.\n   */\n  org?: ConsolePluginPageProps['org']\n}\n\n/**\n * The holder's live custom-field definitions, read only while the drawer\n * is open.\n *\n * A local hook rather than a shared one because the Fields section that\n * will own these definitions is landing beside this drawer; when it ships a\n * `useContactFieldDefinitions`, this is the read to replace with it. Scoped\n * by `visibleTo` the way the contacts listener is, because the rules prove\n * a scoped member's query per document and refuse an unfiltered one.\n *\n * Ordered in memory rather than by the query: `array-contains-any` with an\n * `orderBy` on another field needs a composite index the collection does\n * not have, and a holder's field list fits in one page.\n */\nfunction useImportFieldDefinitions(options: {\n  orgId: string | null | undefined\n  /** The reader's tokens, or `null` at the organization level — no clause. */\n  visibleToTokens: readonly string[] | null\n  enabled: boolean\n}): ContactFieldDefinition[] {\n  const { orgId, visibleToTokens, enabled } = options\n  const firestore = useFirestore()\n  const { data } = useFirestoreCollection<ContactFieldDefinition & { $id: string }>(\n    () =>\n      enabled && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.contactFields),\n            ...crmVisibleToClause(visibleToTokens),\n            limit(100),\n          )\n        : null,\n    [firestore, orgId, visibleToTokens, enabled],\n    { idField: '$id' },\n  )\n  return useMemo(\n    () =>\n      (data ?? [])\n        .filter((field) => !!field.key && !field.retiredAt)\n        .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0)),\n    [data],\n  )\n}\n\n/** The contact vocabulary, over the holder's custom fields. */\nfunction contactImportVocabulary(\n  fields: readonly ContactFieldDefinition[],\n): CsvImportVocabulary<\n  ContactImportField,\n  ContactImportRawRow & Record<string, unknown>,\n  ContactImportSkippedRow\n> {\n  return {\n    title: 'Import contacts from CSV',\n    collection: 'contacts',\n    help: pluginDocsHelp('contacts', { anchor: '#import-from-csv' }),\n    sitePickerHelperText:\n      'The site these people are imported into — it decides which of your ' +\n      \"sites may see them and whose marketing consent the file's consent \" +\n      'column records.',\n    intro:\n      'A CSV with a header row. Match its columns to contact fields ' +\n      'below, check the preview, then import. A person already in your ' +\n      'contacts is updated rather than added twice. Up to ' +\n      `${CONTACT_IMPORT_MAX_ROWS.toLocaleString()} rows per file — split a ` +\n      'larger one.',\n    fields: CONTACT_IMPORT_FIELDS,\n    fieldLabels: CONTACT_IMPORT_FIELD_LABELS,\n    customFields: fields,\n    requiredField: 'email',\n    requiredWarning:\n      'Choose which column holds the email address. It is the one field ' +\n      'every row needs.',\n    unusable: (cell) => !normalizeContactEmail(cell),\n    unusableNotice: (count, total) =>\n      `${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` +\n      'usable email address and will be skipped. You can download them ' +\n      'after the import.',\n    guessMapping: (columns) => guessContactImportMapping(columns, fields),\n    mapRow: (cells, mapping) =>\n      mapContactImportRow(cells, mapping) as ContactImportRawRow & Record<string, unknown>,\n    route: '/api/crm/contacts-import',\n    maxRows: CONTACT_IMPORT_MAX_ROWS,\n    chunkSize: CONTACT_IMPORT_CHUNK_SIZE,\n    previewRows: CONTACT_IMPORT_PREVIEW_ROWS,\n    emptyResult: emptyContactImportResult,\n    mergeResults: (total, chunk, offset) =>\n      mergeContactImportResults(\n        total as ContactImportChunkResult,\n        chunk as ContactImportChunkResult,\n        offset,\n      ),\n    skipLabels: CONTACT_IMPORT_SKIP_LABELS,\n    skippedCsv: contactImportSkippedCsv,\n    skippedFileName: 'skipped-contacts.csv',\n    templateCsv: () => contactImportTemplateCsv(fields),\n    templateFileName: 'contacts-template.csv',\n    resultExtras: (result) => {\n      const created = (result as ContactImportChunkResult).companiesCreated\n      return created ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${created.toLocaleString()} new ${\n            created === 1 ? 'company' : 'companies'\n          } created from the company column.`}\n        </Typography>\n      ) : null\n    },\n  }\n}\n\nexport function ContactImportDrawer(props: ContactImportDrawerProps) {\n  const { open, onClose, hostId, org } = props\n  // The org root and the reader's tokens from the one scope hook (AGL-2614);\n  // at the organization level no clause, and the site every row is captured\n  // under is the one the drawer's picker names (AGL-2630).\n  const { orgId, visibleTo: visibleToTokens } = useCrmScope({ hostId, org })\n  const fields = useImportFieldDefinitions({\n    orgId,\n    visibleToTokens,\n    enabled: open,\n  })\n  const vocabulary = useMemo(() => contactImportVocabulary(fields), [fields])\n  return (\n    <CsvImportDrawer\n      open={open}\n      onClose={onClose}\n      hostId={hostId}\n      vocabulary={vocabulary}\n    />\n  )\n}\nContactImportDrawer.displayName = 'ContactImportDrawer'\n\n/**\n * The \"Import CSV\" action on the contacts list, with the drawer it opens —\n * mounted only once opened, so the list pays nothing for it until then.\n */\nexport function ContactImportButton(props: {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: ConsolePluginPageProps['org']\n}) {\n  const { hostId, org } = props\n  return (\n    <CsvImportButton>\n      {(open, onClose) => (\n        <ContactImportDrawer open={open} onClose={onClose} hostId={hostId} org={org} />\n      )}\n    </CsvImportButton>\n  )\n}\nContactImportButton.displayName = 'ContactImportButton'\n\nexport default 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package/src/lib/components/contact-known-by-card.d.ts

@@ -0,0 +1,39 @@
+import type { CrmOrgDoc } from '../hooks/use-crm-scope';
+export interface ContactKnownByCardProps {
+    /** The document as read — the projection below is an allow-list over it. */
+    row: Record<string, unknown>;
+    contactId: string;
+    /** The org document, the only input that can resolve a declared consent group. */
+    org: CrmOrgDoc;
+}
+/**
+ * KNOWN BY — the cross-site fact, on the organization-level record
+ * (AGL-2630).
+ *
+ * A contact document is shared by every site that has captured the person:
+ * one human who touched two of an org's sites is ONE row, which is the
+ * dedupe the shared address book exists for and what makes the billing unit
+ * — unique people per org — mean anything. Under a site that fact is
+ * invisible on purpose: a site's hub is one holder's view. This card is the
+ * one place it is shown, and it shows exactly what the old org-level
+ * address book showed and nothing more: which sites know the person, and
+ * the person's marketing consent FOR EACH of those sites — one verdict per
+ * capturing site, each naming the controller it was read for, because a
+ * basis is per (person, controller) and "consented" with nobody attached
+ * would be a different and false claim.
+ *
+ * Notes, tags, activity and commercial figures are each holder's own
+ * records and are not projected here: `orgContactRow` is an allow-list for
+ * that reason, and the card renders nothing it did not return. The rest of
+ * the record page reads through the person's PRIMARY holder; this card is
+ * how a reader learns which other sites hold a profile, and the link on
+ * each site is how they open it there.
+ *
+ * Rendered only beneath the org mount — under a site the hook answers
+ * `null` and so does the card.
+ */
+export declare function ContactKnownByCard(props: ContactKnownByCardProps): import("react").JSX.Element;
+export declare namespace ContactKnownByCard {
+    var displayName: string;
+}
+export default ContactKnownByCard;

package/src/lib/components/contact-known-by-card.js

@@ -0,0 +1,142 @@
+/**
+ * @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, jsxs as _jsxs } from "react/jsx-runtime";
+import { orgContactConsentLabel, orgContactRow, pluginDocsHelp } from "@aglyn/aglyn";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import { Chip, Stack, Typography } from "@mui/material";
+import { useMemo } from "react";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+/**
+ * One consent verdict, rendered.
+ *
+ * The label always names the controller — `orgContactConsentLabel` is what
+ * guarantees that — and the color follows the basis rather than replacing
+ * it: a green chip with no name on it would be a bare "consented", which is
+ * the claim the per-brand model exists to stop anybody making.
+ */ function ConsentChip(props) {
+    const { entry, siteName } = props;
+    return /*#__PURE__*/ _jsx(Chip, {
+        size: "small",
+        color: entry.basis === 'granted' ? 'success' : entry.basis === 'declined' ? 'error' : 'default',
+        variant: entry.basis === 'unrecorded' ? 'outlined' : 'filled',
+        label: orgContactConsentLabel(entry, siteName)
+    });
+}
+ConsentChip.displayName = 'ConsentChip';
+/**
+ * KNOWN BY — the cross-site fact, on the organization-level record
+ * (AGL-2630).
+ *
+ * A contact document is shared by every site that has captured the person:
+ * one human who touched two of an org's sites is ONE row, which is the
+ * dedupe the shared address book exists for and what makes the billing unit
+ * — unique people per org — mean anything. Under a site that fact is
+ * invisible on purpose: a site's hub is one holder's view. This card is the
+ * one place it is shown, and it shows exactly what the old org-level
+ * address book showed and nothing more: which sites know the person, and
+ * the person's marketing consent FOR EACH of those sites — one verdict per
+ * capturing site, each naming the controller it was read for, because a
+ * basis is per (person, controller) and "consented" with nobody attached
+ * would be a different and false claim.
+ *
+ * Notes, tags, activity and commercial figures are each holder's own
+ * records and are not projected here: `orgContactRow` is an allow-list for
+ * that reason, and the card renders nothing it did not return. The rest of
+ * the record page reads through the person's PRIMARY holder; this card is
+ * how a reader learns which other sites hold a profile, and the link on
+ * each site is how they open it there.
+ *
+ * Rendered only beneath the org mount — under a site the hook answers
+ * `null` and so does the card.
+ */ export function ContactKnownByCard(props) {
+    const { row, contactId, org } = props;
+    const mount = useCrmOrgMount();
+    const projected = useMemo(()=>orgContactRow(row, contactId, org != null ? org : null), [
+        row,
+        contactId,
+        org
+    ]);
+    if (!mount) return null;
+    const { capturedByHostIds, consent } = projected;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Known by',
+        help: pluginDocsHelp('contacts', {
+            anchor: '#at-the-organization-level'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                capturedByHostIds.length ? /*#__PURE__*/ _jsx(Stack, {
+                    spacing: 1.5,
+                    children: capturedByHostIds.map((hostId)=>{
+                        var _entry_groupName;
+                        const entry = consent.find((verdict)=>verdict.hostId === hostId);
+                        const href = mount.siteHubHref(hostId);
+                        const name = mount.siteName(hostId);
+                        return /*#__PURE__*/ _jsxs(Stack, {
+                            direction: "row",
+                            spacing: 1,
+                            sx: {
+                                alignItems: 'center',
+                                flexWrap: 'wrap'
+                            },
+                            children: [
+                                href ? /*#__PURE__*/ _jsx(AppLink, {
+                                    href: `${href}/contacts/${encodeURIComponent(contactId)}`,
+                                    underline: "hover",
+                                    children: name
+                                }) : /*#__PURE__*/ _jsx(Typography, {
+                                    component: "span",
+                                    variant: "body2",
+                                    children: name
+                                }),
+                                entry ? /*#__PURE__*/ _jsx(ConsentChip, {
+                                    entry: entry,
+                                    siteName: name
+                                }) : null,
+                                (entry == null ? void 0 : entry.declared) ? /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "caption",
+                                    color: "text.secondary",
+                                    children: `Consent given to ${(_entry_groupName = entry.groupName) != null ? _entry_groupName : entry.groupId}, which ${name} is part of.`
+                                }) : null
+                            ]
+                        }, hostId);
+                    })
+                }) : /*
+           * Unattributed, not unknown. A row written before the attribution
+           * existed names no site, and reading that as "every site" would
+           * put a person in front of businesses that never met them.
+           */ /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "text.secondary",
+                    children: 'No site recorded'
+                }),
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: 'The profile, notes, tags and timeline on this page are the first ' + "capturing site's. Open the person in another site to see what " + 'it holds.'
+                })
+            ]
+        })
+    });
+}
+ContactKnownByCard.displayName = 'ContactKnownByCard';
+export default ContactKnownByCard;
+
+//# sourceMappingURL=contact-known-by-card.js.map

package/src/lib/components/contact-known-by-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-known-by-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 {\n  orgContactConsentLabel,\n  orgContactRow,\n  pluginDocsHelp,\n  type OrgContactHostConsent,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useMemo } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\n\nexport interface ContactKnownByCardProps {\n  /** The document as read — the projection below is an allow-list over it. */\n  row: Record<string, unknown>\n  contactId: string\n  /** The org document, the only input that can resolve a declared consent group. */\n  org: CrmOrgDoc\n}\n\n/**\n * One consent verdict, rendered.\n *\n * The label always names the controller — `orgContactConsentLabel` is what\n * guarantees that — and the color follows the basis rather than replacing\n * it: a green chip with no name on it would be a bare \"consented\", which is\n * the claim the per-brand model exists to stop anybody making.\n */\nfunction ConsentChip(props: { entry: OrgContactHostConsent; siteName: string }) {\n  const { entry, siteName } = props\n  return (\n    <Chip\n      size=\"small\"\n      color={\n        entry.basis === 'granted'\n          ? 'success'\n          : entry.basis === 'declined'\n            ? 'error'\n            : 'default'\n      }\n      variant={entry.basis === 'unrecorded' ? 'outlined' : 'filled'}\n      label={orgContactConsentLabel(entry, siteName)}\n    />\n  )\n}\nConsentChip.displayName = 'ConsentChip'\n\n/**\n * KNOWN BY — the cross-site fact, on the organization-level record\n * (AGL-2630).\n *\n * A contact document is shared by every site that has captured the person:\n * one human who touched two of an org's sites is ONE row, which is the\n * dedupe the shared address book exists for and what makes the billing unit\n * — unique people per org — mean anything. Under a site that fact is\n * invisible on purpose: a site's hub is one holder's view. This card is the\n * one place it is shown, and it shows exactly what the old org-level\n * address book showed and nothing more: which sites know the person, and\n * the person's marketing consent FOR EACH of those sites — one verdict per\n * capturing site, each naming the controller it was read for, because a\n * basis is per (person, controller) and \"consented\" with nobody attached\n * would be a different and false claim.\n *\n * Notes, tags, activity and commercial figures are each holder's own\n * records and are not projected here: `orgContactRow` is an allow-list for\n * that reason, and the card renders nothing it did not return. The rest of\n * the record page reads through the person's PRIMARY holder; this card is\n * how a reader learns which other sites hold a profile, and the link on\n * each site is how they open it there.\n *\n * Rendered only beneath the org mount — under a site the hook answers\n * `null` and so does the card.\n */\nexport function ContactKnownByCard(props: ContactKnownByCardProps) {\n  const { row, contactId, org } = props\n  const mount = useCrmOrgMount()\n  const projected = useMemo(\n    () => orgContactRow(row, contactId, (org ?? null) as Record<string, unknown> | null),\n    [row, contactId, org],\n  )\n  if (!mount) return null\n  const { capturedByHostIds, consent } = projected\n  return (\n    <CardDisplay\n      header={'Known by'}\n      help={pluginDocsHelp('contacts', { anchor: '#at-the-organization-level' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {capturedByHostIds.length ? (\n          <Stack spacing={1.5}>\n            {capturedByHostIds.map((hostId) => {\n              const entry = consent.find((verdict) => verdict.hostId === hostId)\n              const href = mount.siteHubHref(hostId)\n              const name = mount.siteName(hostId)\n              return (\n                <Stack\n                  key={hostId}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap' }}\n                >\n                  {/*\n                    A site whose subdomain has not resolved must still be\n                    NAMED — the relationship is real, and hiding it would\n                    understate who knows this person — but not linked,\n                    because the route would not exist; a plain span, not an\n                    anchor to nowhere. Two elements are safe here: the card\n                    mounts only once the record's listener has answered, so\n                    there is no server render for a client render to disagree\n                    with.\n                  */}\n                  {href ? (\n                    <AppLink\n                      href={`${href}/contacts/${encodeURIComponent(contactId)}`}\n                      underline=\"hover\"\n                    >\n                      {name}\n                    </AppLink>\n                  ) : (\n                    <Typography component=\"span\" variant=\"body2\">\n                      {name}\n                    </Typography>\n                  )}\n                  {entry ? <ConsentChip entry={entry} siteName={name} /> : null}\n                  {entry?.declared ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {`Consent given to ${entry.groupName ?? entry.groupId}, which ${name} is part of.`}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              )\n            })}\n          </Stack>\n        ) : (\n          /*\n           * Unattributed, not unknown. A row written before the attribution\n           * existed names no site, and reading that as \"every site\" would\n           * put a person in front of businesses that never met them.\n           */\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No site recorded'}\n          </Typography>\n        )}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'The profile, notes, tags and timeline on this page are the first ' +\n            \"capturing site's. Open the person in another site to see what \" +\n            'it holds.'}\n        </Typography>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactKnownByCard.displayName = 'ContactKnownByCard'\n\nexport default ContactKnownByCard\n"],"names":["orgContactConsentLabel","orgContactRow","pluginDocsHelp","AppLink","CardDisplay","Chip","Stack","Typography","useMemo","useCrmOrgMount","ConsentChip","props","entry","siteName","size","color","basis","variant","label","displayName","ContactKnownByCard","row","contactId","org","mount","projected","capturedByHostIds","consent","header","help","anchor","contentGutterX","contentGutterY","spacing","length","map","hostId","find","verdict","href","siteHubHref","name","direction","sx","alignItems","flexWrap","encodeURIComponent","underline","component","declared","groupName","groupId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,sBAAsB,EACtBC,aAAa,EACbC,cAAc,QAET,eAAc;AACrB,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,cAAc,QAAQ,gCAA4B;AAW3D;;;;;;;CAOC,GACD,SAASC,YAAYC,KAAyD;IAC5E,MAAM,EAAEC,KAAK,EAAEC,QAAQ,EAAE,GAAGF;IAC5B,qBACE,KAACN;QACCS,MAAK;QACLC,OACEH,MAAMI,KAAK,KAAK,YACZ,YACAJ,MAAMI,KAAK,KAAK,aACd,UACA;QAERC,SAASL,MAAMI,KAAK,KAAK,eAAe,aAAa;QACrDE,OAAOlB,uBAAuBY,OAAOC;;AAG3C;AACAH,YAAYS,WAAW,GAAG;AAE1B;;;;;;;;;;;;;;;;;;;;;;;;;CAyBC,GACD,OAAO,SAASC,mBAAmBT,KAA8B;IAC/D,MAAM,EAAEU,GAAG,EAAEC,SAAS,EAAEC,GAAG,EAAE,GAAGZ;IAChC,MAAMa,QAAQf;IACd,MAAMgB,YAAYjB,QAChB,IAAMP,cAAcoB,KAAKC,WAAYC,cAAAA,MAAO,OAC5C;QAACF;QAAKC;QAAWC;KAAI;IAEvB,IAAI,CAACC,OAAO,OAAO;IACnB,MAAM,EAAEE,iBAAiB,EAAEC,OAAO,EAAE,GAAGF;IACvC,qBACE,KAACrB;QACCwB,QAAQ;QACRC,MAAM3B,eAAe,YAAY;YAAE4B,QAAQ;QAA6B;QACxEC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1B;YAAM2B,SAAS;;gBACbP,kBAAkBQ,MAAM,iBACvB,KAAC5B;oBAAM2B,SAAS;8BACbP,kBAAkBS,GAAG,CAAC,CAACC;4BAoCOxB;wBAnC7B,MAAMA,QAAQe,QAAQU,IAAI,CAAC,CAACC,UAAYA,QAAQF,MAAM,KAAKA;wBAC3D,MAAMG,OAAOf,MAAMgB,WAAW,CAACJ;wBAC/B,MAAMK,OAAOjB,MAAMX,QAAQ,CAACuB;wBAC5B,qBACE,MAAC9B;4BAECoC,WAAU;4BACVT,SAAS;4BACTU,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;4BAAO;;gCAY5CN,qBACC,KAACpC;oCACCoC,MAAM,GAAGA,KAAK,UAAU,EAAEO,mBAAmBxB,YAAY;oCACzDyB,WAAU;8CAETN;mDAGH,KAAClC;oCAAWyC,WAAU;oCAAO/B,SAAQ;8CAClCwB;;gCAGJ7B,sBAAQ,KAACF;oCAAYE,OAAOA;oCAAOC,UAAU4B;qCAAW;gCACxD7B,CAAAA,yBAAAA,MAAOqC,QAAQ,kBACd,KAAC1C;oCAAWU,SAAQ;oCAAUF,OAAM;8CACjC,CAAC,iBAAiB,GAAEH,mBAAAA,MAAMsC,SAAS,YAAftC,mBAAmBA,MAAMuC,OAAO,CAAC,QAAQ,EAAEV,KAAK,YAAY,CAAC;qCAElF;;2BAhCCL;oBAmCX;qBAGF;;;;WAIC,iBACD,KAAC7B;oBAAWU,SAAQ;oBAAQF,OAAM;8BAC/B;;8BAGL,KAACR;oBAAWU,SAAQ;oBAAUF,OAAM;8BACjC,sEACC,mEACA;;;;;AAKZ;AACAK,mBAAmBD,WAAW,GAAG;AAEjC,eAAeC,mBAAkB"}

package/src/lib/components/contact-list-columns.d.ts

@@ -0,0 +1,53 @@
+import type { GridColDef } from '@mui/x-data-grid';
+/**
+ * The filterable fields that get a column. The rest of
+ * `CONTACT_LIST_FILTER_FIELDS` still reaches the filter panel, hidden.
+ */
+/**
+ * The declared filter fields that ARE table columns, so the hidden
+ * filter-only columns are built for the others alone. Owner and Stage
+ * joined it when the grammar learned them (AGL-2617): each is a shown
+ * column already, and a second, hidden one under the same field would be
+ * a duplicate the grid refuses.
+ */
+export declare const CONTACT_FILTER_COLUMNS: string[];
+/**
+ * The columns that ship HIDDEN, for the grid's visibility model (AGL-2616).
+ *
+ * "Last engaged" is a fact most lists do not need on screen and every list
+ * can turn on from the column menu; shipping it visible would widen a
+ * table that already carries seven columns for a figure only a marketing
+ * reader scans.
+ */
+export declare const CONTACT_OPTIONAL_COLUMNS: string[];
+export interface ContactListColumnOptions {
+    /** The owner's name for a uid — the roster's, or the uid itself. */
+    memberName: (uid: string) => string;
+    /**
+     * How a site reads, by document id — handed in at the ORGANIZATION level
+     * only (AGL-2630), where it turns on the "Known by" column: the sites
+     * that have captured each person. Absent under a site, where every row
+     * is known by the site and the column would say so on every line.
+     */
+    siteName?: (hostId: string) => string;
+    /**
+     * One clock for every row of one paint, so two contacts engaged a second
+     * apart cannot read "just now" and "1 min ago". Defaults to the paint's
+     * own `Date.now()`.
+     */
+    nowMs?: number;
+}
+/**
+ * The contacts list's columns (AGL-2596), in their own module so the list
+ * file stays about the QUERY and the toolbar while other surfaces — a bulk
+ * bar, an import — grow beside it.
+ *
+ * Owner and Stage read off the flattened row, which is already this
+ * holder's facet (`contactRecordFromDoc`), so neither column can show
+ * another holder's assignment. Both are `filterable: false` on purpose: the
+ * grid's filter panel translates to a Firestore query over the top-level
+ * fields in `CONTACT_LIST_FILTER_FIELDS`, and a facet path is not one of
+ * them. The toolbar's stage select and "Assigned to me" switch narrow the
+ * loaded window instead, and say so.
+ */
+export declare function contactListColumns(options: ContactListColumnOptions): GridColDef[];