@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/company-edit-drawer.js

@@ -0,0 +1,433 @@
+/**
+ * @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, Fragment as _Fragment } from "react/jsx-runtime";
+import { createResourceUid, CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE, pluginDocsHelp } from "@aglyn/aglyn";
+import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
+import { Container, HelpTip, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
+import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, useUser, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { Alert, Button, IconButton, MenuItem, Stack, TextField, Typography } from "@mui/material";
+import { deleteField, doc, serverTimestamp, setDoc, updateDoc } from "firebase/firestore";
+import { useCallback, useEffect, useMemo, useState } from "react";
+import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
+import { useCrmActivityLogger } from "../hooks/use-crm-activity-logger.js";
+import { useCrmRecordsQuota } from "../hooks/use-crm-records-quota.js";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { companyDraftFields, companyDraftFrom, EMPTY_COMPANY_DRAFT } from "../model/companies.js";
+import { crmCustomDraftDocument, crmCustomDraftMissingRequired, crmCustomDraftValue, crmCustomDraftWrites } from "../model/crm-custom-draft.js";
+import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
+import { CrmSitePicker } from "./crm-site-picker.js";
+const ADDRESS_FIELDS = [
+    {
+        key: 'line1',
+        label: 'Address line 1'
+    },
+    {
+        key: 'line2',
+        label: 'Address line 2'
+    },
+    {
+        key: 'city',
+        label: 'City'
+    },
+    {
+        key: 'state',
+        label: 'State or region'
+    },
+    {
+        key: 'postalCode',
+        label: 'Postal code'
+    },
+    {
+        key: 'country',
+        label: 'Country (two-letter code)'
+    }
+];
+/**
+ * ONE COMPANY, created or edited (AGL-2597).
+ *
+ * A drawer rather than a form above the list, and the same drawer for both
+ * jobs: a company is eight fields and an address, which is too much to wedge
+ * over a table and exactly the same set whether the record exists yet. The
+ * list opens it empty; the company's page opens it on the record.
+ *
+ * Nothing is written per keystroke. The draft is held here and turned into a
+ * document by `companyDraftFields` on Save, which is where a domain typed as
+ * `acme` or a phone number with no country code is refused — as a message
+ * beside the button, with the typed values left where they are.
+ */ export function CompanyEditDrawer(props) {
+    var _ref, _members_error;
+    const { open, onClose, hostId, org, company, seed, members, onSaved } = props;
+    const firestore = useFirestore();
+    const { data: user } = useUser();
+    const { enqueueSnackbar } = useSnackbar();
+    const { scope, createTokens, createHostId } = useCrmScope({
+        hostId,
+        org
+    });
+    // The feed the act is logged in is the level it was PERFORMED at
+    // (AGL-2738): this site's under a site, the organization's at the org
+    // hub. `createHostId` is where the record is STAMPED, which at the hub is
+    // a site the reader picked and may hold no role on — a different question
+    // from where the line belongs, and a gate the record write never faced.
+    const logActivity = useCrmActivityLogger(hostId);
+    const [draft, setDraft] = useState(EMPTY_COMPANY_DRAFT);
+    const [busy, setBusy] = useState(false);
+    const [error, setError] = useState('');
+    /*
+   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the
+   * keys the reader has touched over what the company stores. Saved as the
+   * difference — see `crm-custom-draft` — beside the fixed fields, in the
+   * same write, so a company is never half-saved.
+   */ const fields = useContactFieldDefinitions((_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null, 'company');
+    const storedCustom = useMemo(()=>{
+        var _ref;
+        return (_ref = company == null ? void 0 : company.custom) != null ? _ref : {};
+    }, [
+        company == null ? void 0 : company.custom
+    ]);
+    const [custom, setCustom] = useState({});
+    /*
+   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a
+   * record of the band the contacts list is banded by, and on an org at a
+   * full hard band this drawer refuses the way `upsertHostContact` refuses a
+   * capture — same number, same sentence. An edit is not a record and pays
+   * for no aggregate. Only a SETTLED refusal refuses: three reads that have
+   * not answered are not a full band.
+   */ const records = useCrmRecordsQuota(open && !company ? scope : null, org);
+    const bandFull = !company && records.ready && !records.quota.allowed;
+    /*
+   * Seeded when the drawer OPENS, and not on every render of the card
+   * behind it: the company listen is live, so re-seeding on each snapshot
+   * would take a field away from whoever is typing in it — including on the
+   * snapshot their own save produces. The create case seeds the owner to the
+   * person filing the record, which is the answer nine times in ten and one
+   * click to change.
+   */ const companyId = company == null ? void 0 : company.$id;
+    useEffect(()=>{
+        var _ref;
+        if (!open) return;
+        setDraft(company ? companyDraftFrom(company) : _extends({}, EMPTY_COMPANY_DRAFT, {
+            ownerUid: (_ref = user == null ? void 0 : user.uid) != null ? _ref : ''
+        }));
+        setCustom({});
+        setError('');
+    // The stored fields are read once per opening; `company` is a new object
+    // on every snapshot and must not re-seed.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [
+        open,
+        companyId
+    ]);
+    const patch = useCallback((field, value)=>setDraft((current)=>_extends({}, current, {
+                [field]: value
+            })), []);
+    const patchAddress = useCallback((field, value)=>setDraft((current)=>_extends({}, current, {
+                address: _extends({}, current.address, {
+                    [field]: value
+                })
+            })), []);
+    const handleSave = useCallback(async ()=>{
+        if (busy || !scope) return;
+        const result = companyDraftFields(draft);
+        if (result.ok === false) return setError(result.error);
+        const missing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, company ? 'edit' : 'create');
+        if (missing.length) return setError(`${missing.join(', ')} is required.`);
+        const customDocument = crmCustomDraftDocument(custom);
+        setError('');
+        setBusy(true);
+        try {
+            if (company) {
+                var _ref, _ref1;
+                const ref = doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, company.$id);
+                // The guard WRAPS the write — an early return is a shape you can
+                // keep while losing the protection.
+                const verdict = await writeGuardedBySeed({
+                    subject: 'company',
+                    unreadable: (_ref = seed == null ? void 0 : seed.unreadable) != null ? _ref : false,
+                    fromCache: (_ref1 = seed == null ? void 0 : seed.fromCache) != null ? _ref1 : false
+                }, async ()=>{
+                    await updateDoc(ref, _extends({}, result.set, Object.fromEntries(result.cleared.map((field)=>[
+                            field,
+                            deleteField()
+                        ])), crmCustomDraftWrites(storedCustom, custom), {
+                        updatedAt: serverTimestamp()
+                    }));
+                });
+                if (!verdict.ok) return setError(verdict.message);
+                enqueueSnackbar('Company saved', {
+                    variant: 'success',
+                    persist: false
+                });
+                onSaved(company.$id);
+            } else {
+                var _ref2;
+                if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE);
+                const id = createResourceUid();
+                // Held by the button until the capturing site is known; checked
+                // again here because a callback can outlive the render that held it.
+                if (!createHostId) return;
+                await setDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id), _extends({}, result.set, customDocument ? {
+                    custom: customDocument
+                } : {}, {
+                    /*
+             * The scope every CRM creator stamps: the whole org when the org
+             * shares by default, and otherwise the sites that present as one
+             * sender. Without it the record is seen by NOBODY — an absent
+             * `visibleTo` matches no reader's predicate — and the rules
+             * refuse a scoped member creating outside their own tokens.
+             */ visibleTo: [
+                        ...createTokens
+                    ],
+                    // Provenance: the site whose console filed it, never rewritten.
+                    hostId: createHostId,
+                    createdByUid: (_ref2 = user == null ? void 0 : user.uid) != null ? _ref2 : '',
+                    createdAt: serverTimestamp(),
+                    updatedAt: serverTimestamp()
+                }));
+                // Setup → Activity shows CRM work (AGL-2622): the company is org
+                // data, but the act happened in this site's console and belongs in
+                // its feed. Creation only — an edit is a save the card reports.
+                logActivity('Added company', {
+                    type: 'company',
+                    id,
+                    name: draft.name.trim()
+                });
+                enqueueSnackbar(`Company "${draft.name.trim()}" created`, {
+                    variant: 'success',
+                    persist: false
+                });
+                onSaved(id);
+            }
+            onClose();
+        } catch (caught) {
+            console.error(caught);
+            setError('The company could not be saved.');
+        } finally{
+            setBusy(false);
+        }
+    }, [
+        busy,
+        scope,
+        draft,
+        company,
+        bandFull,
+        firestore,
+        seed,
+        createTokens,
+        createHostId,
+        user,
+        logActivity,
+        enqueueSnackbar,
+        onSaved,
+        onClose,
+        fields.active,
+        storedCustom,
+        custom
+    ]);
+    return /*#__PURE__*/ _jsx(NavigationDrawerComponent, {
+        open: open,
+        anchor: "right",
+        variant: "temporary",
+        onClose: onClose,
+        AppBarProps: {
+            color: 'surface'
+        },
+        appBarLeft: /*#__PURE__*/ _jsxs(_Fragment, {
+            children: [
+                /*#__PURE__*/ _jsxs(IconButton, {
+                    color: "inherit",
+                    edge: "start",
+                    onClick: onClose,
+                    sx: {
+                        mr: 2
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(MdiIcon, {
+                            path: ICON_VARIANT_CLOSE.path
+                        }),
+                        /*#__PURE__*/ _jsx(SrOnly, {
+                            children: 'close drawer'
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "h6",
+                    component: "div",
+                    children: company ? 'Edit company' : 'New company'
+                }),
+                /*#__PURE__*/ _jsx(HelpTip, _extends({}, pluginDocsHelp('companies', {
+                    anchor: '#create-a-company'
+                })))
+            ]
+        }),
+        children: /*#__PURE__*/ _jsx(Container, {
+            gutterY: true,
+            children: /*#__PURE__*/ _jsxs(Stack, {
+                spacing: 2,
+                children: [
+                    company ? null : /*#__PURE__*/ _jsx(CrmSitePicker, {
+                        hostId: hostId,
+                        disabled: busy,
+                        helperText: "The site this company belongs to — it decides which of your sites may see it."
+                    }),
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        color: "text.secondary",
+                        children: 'The organization behind one or more of your contacts. The ' + 'domain is what suggests this company for a person from their ' + 'email address, so enter the bare hostname.'
+                    }),
+                    bandFull ? /*#__PURE__*/ _jsx(Alert, {
+                        severity: "warning",
+                        children: CRM_RECORDS_BAND_FULL_MESSAGE
+                    }) : null,
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Name",
+                        required: true,
+                        value: draft.name,
+                        onChange: (event)=>patch('name', event.target.value),
+                        autoFocus: true
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Domain",
+                        placeholder: "example.com",
+                        value: draft.domain,
+                        onChange: (event)=>patch('domain', event.target.value)
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Website",
+                        placeholder: "https://www.example.com",
+                        value: draft.website,
+                        onChange: (event)=>patch('website', event.target.value)
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Phone",
+                        placeholder: "+1 512 555 0123",
+                        value: draft.phone,
+                        onChange: (event)=>patch('phone', event.target.value)
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Industry",
+                        value: draft.industry,
+                        onChange: (event)=>patch('industry', event.target.value)
+                    }),
+                    /*#__PURE__*/ _jsxs(TextField, {
+                        select: true,
+                        size: "small",
+                        label: "Owner",
+                        value: draft.ownerUid,
+                        disabled: !members.ready,
+                        helperText: !members.ready ? 'Loading your team…' : (_members_error = members.error) != null ? _members_error : 'The team member responsible for this account.',
+                        onChange: (event)=>patch('ownerUid', event.target.value),
+                        children: [
+                            /*#__PURE__*/ _jsx(MenuItem, {
+                                value: "",
+                                children: 'Nobody yet'
+                            }),
+                            draft.ownerUid && !members.options.some((option)=>option.uid === draft.ownerUid) ? /*#__PURE__*/ _jsx(MenuItem, {
+                                value: draft.ownerUid,
+                                children: members.labelFor(draft.ownerUid)
+                            }) : null,
+                            members.options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                    value: option.uid,
+                                    children: option.label
+                                }, option.uid))
+                        ]
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Tags",
+                        placeholder: "enterprise, west",
+                        helperText: "Comma-separated, lowercased — the same tags the bulk bar adds",
+                        value: draft.tags,
+                        onChange: (event)=>patch('tags', event.target.value)
+                    }),
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "subtitle2",
+                        children: 'Address'
+                    }),
+                    ADDRESS_FIELDS.map((field)=>{
+                        var _draft_address_field_key;
+                        return /*#__PURE__*/ _jsx(TextField, {
+                            size: "small",
+                            label: field.label,
+                            value: (_draft_address_field_key = draft.address[field.key]) != null ? _draft_address_field_key : '',
+                            onChange: (event)=>patchAddress(field.key, event.target.value)
+                        }, field.key);
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Notes",
+                        value: draft.notes,
+                        onChange: (event)=>patch('notes', event.target.value),
+                        multiline: true,
+                        minRows: 3
+                    }),
+                    fields.active.length ? /*#__PURE__*/ _jsxs(_Fragment, {
+                        children: [
+                            /*#__PURE__*/ _jsx(Typography, {
+                                variant: "subtitle2",
+                                children: 'Custom fields'
+                            }),
+                            fields.active.map((definition)=>/*#__PURE__*/ _jsx(CrmCustomFieldControl, {
+                                    definition: definition,
+                                    value: crmCustomDraftValue(storedCustom, custom, definition.key),
+                                    onChange: (value)=>setCustom((current)=>_extends({}, current, {
+                                                [definition.key]: value
+                                            })),
+                                    disabled: busy
+                                }, definition.$id))
+                        ]
+                    }) : null,
+                    error ? /*#__PURE__*/ _jsx(Alert, {
+                        severity: "warning",
+                        children: error
+                    }) : null,
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        children: [
+                            /*#__PURE__*/ _jsx(Button, {
+                                variant: "contained",
+                                color: "primary",
+                                // A new company waits for its capturing site.
+                                disabled: busy || !scope || !draft.name.trim() || !company && !createHostId,
+                                onClick: ()=>void handleSave(),
+                                children: busy ? 'Saving…' : company ? 'Save company' : 'Create company'
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                onClick: onClose,
+                                disabled: busy,
+                                children: 'Cancel'
+                            })
+                        ]
+                    })
+                ]
+            })
+        })
+    });
+}
+CompanyEditDrawer.displayName = 'CompanyEditDrawer';
+export default CompanyEditDrawer;
+
+//# sourceMappingURL=company-edit-drawer.js.map

package/src/lib/components/company-edit-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-edit-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\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  type CrmCompany,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, HelpTip, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  setDoc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyDraft,\n  companyDraftFields,\n  companyDraftFrom,\n  EMPTY_COMPANY_DRAFT,\n} from '../model/companies'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\n\nexport interface CompanyEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW company asks which site captures it and\n   * an edit keeps the company's own.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /**\n   * The company being EDITED, or nothing to create one.\n   *\n   * The two modes differ in what the fields start as and in which write\n   * runs: an edit opens on the stored values and updates the document, a\n   * create opens empty and stamps the scope, provenance and timestamps a new\n   * record must carry.\n   */\n  company?: (Partial<CrmCompany> & { $id: string }) | null\n  /**\n   * Whether the stored values the edit opened on can be trusted.\n   *\n   * Every optional field is written on every save — a blank one is a\n   * DELETE — so a form seeded from a cached read would write the cache's\n   * blanks over the server's values. The card that holds the listen reports\n   * its own `fromCache` and `status`; the drawer refuses to save on a seed\n   * the server never confirmed, and says so.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  /**\n   * The team, for the owner picker.\n   *\n   * Handed in rather than fetched here, because the surface opening this\n   * drawer already holds the roster to name owners in its rows, and one\n   * fetch per surface is the bargain.\n   */\n  members: OrgMemberOptions\n  /** Called with the record's id after a successful write. */\n  onSaved: (companyId: string) => void\n}\n\nconst ADDRESS_FIELDS: ReadonlyArray<{\n  key: keyof AglynPostalAddress\n  label: string\n}> = [\n  { key: 'line1', label: 'Address line 1' },\n  { key: 'line2', label: 'Address line 2' },\n  { key: 'city', label: 'City' },\n  { key: 'state', label: 'State or region' },\n  { key: 'postalCode', label: 'Postal code' },\n  { key: 'country', label: 'Country (two-letter code)' },\n]\n\n/**\n * ONE COMPANY, created or edited (AGL-2597).\n *\n * A drawer rather than a form above the list, and the same drawer for both\n * jobs: a company is eight fields and an address, which is too much to wedge\n * over a table and exactly the same set whether the record exists yet. The\n * list opens it empty; the company's page opens it on the record.\n *\n * Nothing is written per keystroke. The draft is held here and turned into a\n * document by `companyDraftFields` on Save, which is where a domain typed as\n * `acme` or a phone number with no country code is refused — as a message\n * beside the button, with the typed values left where they are.\n */\nexport function CompanyEditDrawer(props: CompanyEditDrawerProps) {\n  const { open, onClose, hostId, org, company, seed, members, onSaved } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the record is STAMPED, which at the hub is\n  // a site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n\n  const [draft, setDraft] = useState<CompanyDraft>(EMPTY_COMPANY_DRAFT)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState('')\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the\n   * keys the reader has touched over what the company stores. Saved as the\n   * difference — see `crm-custom-draft` — beside the fixed fields, in the\n   * same write, so a company is never half-saved.\n   */\n  const fields = useContactFieldDefinitions(scope?.[1] ?? null, 'company')\n  const storedCustom = useMemo(() => company?.custom ?? {}, [company?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /*\n   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a\n   * record of the band the contacts list is banded by, and on an org at a\n   * full hard band this drawer refuses the way `upsertHostContact` refuses a\n   * capture — same number, same sentence. An edit is not a record and pays\n   * for no aggregate. Only a SETTLED refusal refuses: three reads that have\n   * not answered are not a full band.\n   */\n  const records = useCrmRecordsQuota(open && !company ? scope : null, org)\n  const bandFull = !company && records.ready && !records.quota.allowed\n\n  /*\n   * Seeded when the drawer OPENS, and not on every render of the card\n   * behind it: the company listen is live, so re-seeding on each snapshot\n   * would take a field away from whoever is typing in it — including on the\n   * snapshot their own save produces. The create case seeds the owner to the\n   * person filing the record, which is the answer nine times in ten and one\n   * click to change.\n   */\n  const companyId = company?.$id\n  useEffect(() => {\n    if (!open) return\n    setDraft(\n      company\n        ? companyDraftFrom(company)\n        : { ...EMPTY_COMPANY_DRAFT, ownerUid: user?.uid ?? '' },\n    )\n    setCustom({})\n    setError('')\n    // The stored fields are read once per opening; `company` is a new object\n    // on every snapshot and must not re-seed.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, companyId])\n\n  const patch = useCallback(\n    (field: keyof Omit<CompanyDraft, 'address'>, value: string) =>\n      setDraft((current) => ({ ...current, [field]: value })),\n    [],\n  )\n  const patchAddress = useCallback(\n    (field: keyof AglynPostalAddress, value: string) =>\n      setDraft((current) => ({\n        ...current,\n        address: { ...current.address, [field]: value },\n      })),\n    [],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (busy || !scope) return\n    const result = companyDraftFields(draft)\n    if (result.ok === false) return setError(result.error)\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      company ? 'edit' : 'create',\n    )\n    if (missing.length) return setError(`${missing.join(', ')} is required.`)\n    const customDocument = crmCustomDraftDocument(custom)\n    setError('')\n    setBusy(true)\n    try {\n      if (company) {\n        const ref = doc(\n          firestore,\n          scope[0],\n          scope[1],\n          CRM_COLLECTIONS.companies,\n          company.$id,\n        )\n        // The guard WRAPS the write — an early return is a shape you can\n        // keep while losing the protection.\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'company',\n            unreadable: seed?.unreadable ?? false,\n            fromCache: seed?.fromCache ?? false,\n          },\n          async () => {\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...Object.fromEntries(\n                result.cleared.map((field) => [field, deleteField()]),\n              ),\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$id)\n      } else {\n        if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE)\n        const id = createResourceUid()\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        await setDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n          {\n            ...result.set,\n            ...(customDocument ? { custom: customDocument } : {}),\n            /*\n             * The scope every CRM creator stamps: the whole org when the org\n             * shares by default, and otherwise the sites that present as one\n             * sender. Without it the record is seen by NOBODY — an absent\n             * `visibleTo` matches no reader's predicate — and the rules\n             * refuse a scoped member creating outside their own tokens.\n             */\n            visibleTo: [...createTokens],\n            // Provenance: the site whose console filed it, never rewritten.\n            hostId: createHostId,\n            createdByUid: user?.uid ?? '',\n            createdAt: serverTimestamp(),\n            updatedAt: serverTimestamp(),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the company is org\n        // data, but the act happened in this site's console and belongs in\n        // its feed. Creation only — an edit is a save the card reports.\n        logActivity('Added company', { type: 'company', id, name: draft.name.trim() })\n        enqueueSnackbar(`Company \"${draft.name.trim()}\" created`, {\n          variant: 'success',\n          persist: false,\n        })\n        onSaved(id)\n      }\n      onClose()\n    } catch (caught) {\n      console.error(caught)\n      setError('The company could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    busy,\n    scope,\n    draft,\n    company,\n    bandFull,\n    firestore,\n    seed,\n    createTokens,\n    createHostId,\n    user,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    fields.active,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>{'close drawer'}</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {company ? 'Edit company' : 'New company'}\n          </Typography>\n          <HelpTip\n            {...pluginDocsHelp('companies', { anchor: '#create-a-company' })}\n          />\n        </>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new company names the site that\n            captures it. Nothing under a site, and nothing on an edit — a\n            company keeps the site it was made on (AGL-2630).\n          */}\n          {company ? null : (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this company belongs to — it decides which of your sites may see it.\"\n            />\n          )}\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The organization behind one or more of your contacts. The ' +\n              'domain is what suggests this company for a person from their ' +\n              'email address, so enter the bare hostname.'}\n          </Typography>\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            required\n            value={draft.name}\n            onChange={(event) => patch('name', event.target.value)}\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Domain\"\n            placeholder=\"example.com\"\n            value={draft.domain}\n            onChange={(event) => patch('domain', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            placeholder=\"https://www.example.com\"\n            value={draft.website}\n            onChange={(event) => patch('website', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            placeholder=\"+1 512 555 0123\"\n            value={draft.phone}\n            onChange={(event) => patch('phone', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Industry\"\n            value={draft.industry}\n            onChange={(event) => patch('industry', event.target.value)}\n          />\n          {/*\n            The owner is chosen from the team, never typed: the value is a\n            uid, and a picker that is still loading says so rather than\n            offering an empty list that reads as \"nobody can own this\".\n           */}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={draft.ownerUid}\n            disabled={!members.ready}\n            helperText={\n              !members.ready\n                ? 'Loading your team…'\n                : (members.error ?? 'The team member responsible for this account.')\n            }\n            onChange={(event) => patch('ownerUid', event.target.value)}\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {draft.ownerUid &&\n            !members.options.some((option) => option.uid === draft.ownerUid) ? (\n              <MenuItem value={draft.ownerUid}>\n                {members.labelFor(draft.ownerUid)}\n              </MenuItem>\n            ) : null}\n            {members.options.map((option) => (\n              <MenuItem key={option.uid} value={option.uid}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"enterprise, west\"\n            helperText=\"Comma-separated, lowercased — the same tags the bulk bar adds\"\n            value={draft.tags}\n            onChange={(event) => patch('tags', event.target.value)}\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={field.key}\n              size=\"small\"\n              label={field.label}\n              value={draft.address[field.key] ?? ''}\n              onChange={(event) => patchAddress(field.key, event.target.value)}\n            />\n          ))}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={draft.notes}\n            onChange={(event) => patch('notes', event.target.value)}\n            multiline\n            minRows={3}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              // A new company waits for its capturing site.\n              disabled={busy || !scope || !draft.name.trim() || (!company && !createHostId)}\n              onClick={() => void handleSave()}\n            >\n              {busy\n                ? 'Saving…'\n                : company\n                  ? 'Save company'\n                  : 'Create company'}\n            </Button>\n            <Button onClick={onClose} disabled={busy}>\n              {'Cancel'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\nCompanyEditDrawer.displayName = 'CompanyEditDrawer'\n\nexport default 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package/src/lib/components/company-import-drawer.d.ts

@@ -0,0 +1,42 @@
+/**
+ * IMPORTING A COMPANIES FILE — the company vocabulary over the shared
+ * drawer (AGL-2621).
+ *
+ * The server half is `server/companies-import.ts`. What is particular to
+ * companies: the name is the one cell every row needs (a domain is a key,
+ * a name is the caption the list cannot do without), the custom fields
+ * are the org's COMPANY definitions (AGL-2661), and a row is matched to a
+ * company already filed by its domain first and its name second.
+ */
+import { type ConsolePluginPageProps, type ContactFieldDefinition } from '@aglyn/aglyn';
+import { type CompanyImportField, type CompanyImportRawRow, type CompanyImportSkippedRow } from '../model/crm-company-import';
+import { type CsvImportVocabulary } from './csv-import-drawer';
+/** The browser-side address of the route one chunk is posted to. */
+export declare const COMPANIES_IMPORT_URL = "/api/crm/companies-import";
+/** The company vocabulary, over the org's company custom fields (AGL-2661). */
+export declare function companyImportVocabulary(fields: readonly ContactFieldDefinition[]): CsvImportVocabulary<CompanyImportField, CompanyImportRawRow & Record<string, unknown>, CompanyImportSkippedRow>;
+/** The vocabulary with no custom fields — what a surface without an org resolves to. */
+export declare const COMPANY_IMPORT_VOCABULARY: CsvImportVocabulary<"name" | "notes" | "domain" | "website" | "phone" | "industry" | "tags" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry" | "ownerEmail", Partial<Record<"name" | "notes" | "domain" | "website" | "phone" | "industry" | "tags" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry" | "ownerEmail", unknown>> & {
+    custom?: unknown;
+} & Record<string, unknown>, CompanyImportSkippedRow>;
+export interface CompanyImportDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /** The site the file is filed under, or `null` at the organization level (AGL-2630). */
+    hostId: string | null;
+    /** The org, for the company field definitions the mapping offers (AGL-2661). */
+    org?: ConsolePluginPageProps['org'];
+}
+export declare function CompanyImportDrawer(props: CompanyImportDrawerProps): import("react").JSX.Element;
+export declare namespace CompanyImportDrawer {
+    var displayName: string;
+}
+/** The "Import CSV" action on the companies list, with the drawer it opens. */
+export declare function CompanyImportButton(props: {
+    hostId: string | null;
+    org?: ConsolePluginPageProps['org'];
+}): import("react").JSX.Element;
+export declare namespace CompanyImportButton {
+    var displayName: string;
+}
+export default CompanyImportDrawer;

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

@@ -0,0 +1,99 @@
+/**
+ * @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 COMPANIES FILE — the company vocabulary over the shared
+ * drawer (AGL-2621).
+ *
+ * The server half is `server/companies-import.ts`. What is particular to
+ * companies: the name is the one cell every row needs (a domain is a key,
+ * a name is the caption the list cannot do without), the custom fields
+ * are the org's COMPANY definitions (AGL-2661), and a row is matched to a
+ * company already filed by its domain first and its name second.
+ */ import { pluginDocsHelp } from "@aglyn/aglyn";
+import { COMPANY_IMPORT_CHUNK_SIZE, COMPANY_IMPORT_FIELD_LABELS, COMPANY_IMPORT_FIELDS, COMPANY_IMPORT_MAX_ROWS, COMPANY_IMPORT_PREVIEW_ROWS, COMPANY_IMPORT_SKIP_LABELS, companyImportSkippedCsv, emptyCompanyImportResult, guessCompanyImportMapping, mapCompanyImportRow, mergeCompanyImportResults } from "../model/crm-company-import.js";
+import { useMemo } from "react";
+import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { companyImportTemplateCsv } from "../model/companies-csv.js";
+import { CsvImportButton, CsvImportDrawer } from "./csv-import-drawer.js";
+/** The browser-side address of the route one chunk is posted to. */ export const COMPANIES_IMPORT_URL = '/api/crm/companies-import';
+/** The company vocabulary, over the org's company custom fields (AGL-2661). */ export function companyImportVocabulary(fields) {
+    return {
+        title: 'Import companies from CSV',
+        collection: 'companies',
+        help: pluginDocsHelp('companies', {
+            anchor: '#import-from-csv'
+        }),
+        sitePickerHelperText: 'The site these companies are filed under — it decides which of your ' + 'sites may see them.',
+        intro: 'A CSV with a header row. Match its columns to company fields below, ' + 'check the preview, then import. A company already in your list — by ' + 'domain, or failing that by name — is updated rather than added twice. ' + `Up to ${COMPANY_IMPORT_MAX_ROWS.toLocaleString()} rows per file — split ` + 'a larger one.',
+        fields: COMPANY_IMPORT_FIELDS,
+        fieldLabels: COMPANY_IMPORT_FIELD_LABELS,
+        customFields: fields,
+        requiredField: 'name',
+        requiredWarning: 'Choose which column holds the company name. It is the one field every ' + 'row needs.',
+        unusableNotice: (count, total)=>`${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` + 'company name and will be skipped. You can download them after the ' + 'import.',
+        guessMapping: (columns)=>guessCompanyImportMapping(columns, fields),
+        mapRow: (cells, mapping)=>mapCompanyImportRow(cells, mapping),
+        route: COMPANIES_IMPORT_URL,
+        maxRows: COMPANY_IMPORT_MAX_ROWS,
+        chunkSize: COMPANY_IMPORT_CHUNK_SIZE,
+        previewRows: COMPANY_IMPORT_PREVIEW_ROWS,
+        emptyResult: emptyCompanyImportResult,
+        mergeResults: mergeCompanyImportResults,
+        skipLabels: COMPANY_IMPORT_SKIP_LABELS,
+        skippedCsv: companyImportSkippedCsv,
+        skippedFileName: 'skipped-companies.csv',
+        templateCsv: companyImportTemplateCsv,
+        templateFileName: 'companies-template.csv'
+    };
+}
+/** The vocabulary with no custom fields — what a surface without an org resolves to. */ export const COMPANY_IMPORT_VOCABULARY = companyImportVocabulary([]);
+export function CompanyImportDrawer(props) {
+    const { open, onClose, hostId, org } = props;
+    // The org's company fields, read only while the drawer is open.
+    const { orgId } = useCrmScope({
+        hostId,
+        org
+    });
+    const { active } = useContactFieldDefinitions(open ? orgId : null, 'company');
+    const vocabulary = useMemo(()=>companyImportVocabulary(active), [
+        active
+    ]);
+    return /*#__PURE__*/ _jsx(CsvImportDrawer, {
+        open: open,
+        onClose: onClose,
+        hostId: hostId,
+        vocabulary: vocabulary
+    });
+}
+CompanyImportDrawer.displayName = 'CompanyImportDrawer';
+/** The "Import CSV" action on the companies list, with the drawer it opens. */ export function CompanyImportButton(props) {
+    const { hostId, org } = props;
+    return /*#__PURE__*/ _jsx(CsvImportButton, {
+        children: (open, onClose)=>/*#__PURE__*/ _jsx(CompanyImportDrawer, {
+                open: open,
+                onClose: onClose,
+                hostId: hostId,
+                org: org
+            })
+    });
+}
+CompanyImportButton.displayName = 'CompanyImportButton';
+export default CompanyImportDrawer;
+
+//# sourceMappingURL=company-import-drawer.js.map