@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.200

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

@@ -1 +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  crmMemberPickerLabel,\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                {crmMemberPickerLabel(option)}\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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+{"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  crmNewRecordListFields,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\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'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\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            const cleared = Object.fromEntries(\n              result.cleared.map((field) => [field, deleteField()]),\n            )\n            // The stored record the list fields are computed from: the row\n            // without the id the listener stamped on it.\n            const { $id: _rowId, ...stored } = company\n            const searchFields = crmClientListFields(\n              'companies',\n              stored,\n              { ...result.set, ...cleared },\n              CRM_CLIENT_SEARCH_FIELDS,\n            )\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...cleared,\n              // The name and domain are what the Companies list searches\n              // (AGL-3321), from the listener's row with the edit over it.\n              ...searchFields,\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$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            // What the Companies list searches and filters by (AGL-3321).\n            ...crmNewRecordListFields('companies', {\n              ...result.set,\n              visibleTo: [...createTokens],\n            }),\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                {crmMemberPickerLabel(option)}\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-picker.js

@@ -16,7 +16,7 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { createResourceUid, CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE } from "@aglyn/aglyn";
+import { createResourceUid, CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE, crmNewRecordListFields } from "@aglyn/aglyn";
 import { useFirestore, useFirestoreCollection, useUser } from "@aglyn/tenant-feature-instance";
 import { Autocomplete, Button, createFilterOptions, Stack, TextField, Typography } from "@mui/material";
 import { collection, doc, limit, orderBy, query, serverTimestamp, setDoc } from "firebase/firestore";
@@ -120,7 +120,11 @@ export { suggestCompanyForEmail };
             const quota = await readCrmRecordsQuota(firestore, scope, org);
             if (!quota.allowed) throw new Error(CRM_RECORDS_BAND_FULL_MESSAGE);
             const id = createResourceUid();
-            await setDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id), _extends({}, result.set, {
+            await setDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id), _extends({}, result.set, crmNewRecordListFields('companies', _extends({}, result.set, {
+                visibleTo: [
+                    ...createTokens
+                ]
+            })), {
                 visibleTo: [
                     ...createTokens
                 ],

package/src/lib/components/company-picker.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-picker.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  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  createFilterOptions,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  setDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { readCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport {\n  type CompanyOption,\n  companyDraftFields,\n  EMPTY_COMPANY_DRAFT,\n  suggestCompanyForEmail,\n} from '../model/companies'\n\nexport { suggestCompanyForEmail, type CompanyOption }\n\n/**\n * How many companies the picker lists.\n *\n * A ceiling and not a page: somebody choosing a company knows which one, and\n * a workspace past two hundred accounts finds it from the company list's own\n * search and links the person from there. Bounded because this read happens\n * on a contact's page, where the company list is a control and not the\n * subject.\n */\nexport const COMPANY_OPTIONS_LIMIT = 200\n\nexport interface CompanyOptions {\n  options: CompanyOption[]\n  /** The listen has answered at least once. */\n  ready: boolean\n  /** The ceiling cut the list, so a company can exist and not be offered. */\n  truncated: boolean\n}\n\n/**\n * The companies this viewer may link a contact to, alphabetically\n * (AGL-2597).\n *\n * Read under the same `visibleTo` predicate the company list runs, because\n * the rules refuse a listen without it for a scoped member — and because a\n * picker offering a company the reader could not open would let them file a\n * person under a record they cannot see. Ordered by `nameLower`, the key\n * every company write stores, so the picker reads as a list of names rather\n * than as document-id order dressed up.\n *\n * `enabled` gates the listen: a contact's properties card has one picker and\n * a merchant who opened the record to read a note must not pay for the\n * company list.\n */\nexport function useCompanyOptions(props: {\n  /** The site whose console is reading, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  enabled?: boolean\n}): CompanyOptions {\n  const { hostId, org, enabled = true } = props\n  const firestore = useFirestore()\n  const { scope, visibleTo } = useCrmScope({ hostId, org })\n  const { data, status } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      enabled && scope\n        ? query(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_LIMIT + 1),\n          )\n        : null,\n    [firestore, scope, visibleTo, enabled],\n    { idField: '$id' },\n  )\n  const options = useMemo<CompanyOption[]>(\n    () =>\n      (data ?? []).slice(0, COMPANY_OPTIONS_LIMIT).map((row) => ({\n        id: String(row['$id']),\n        name: String(row['name'] ?? ''),\n        domain: typeof row['domain'] === 'string' ? row['domain'] : null,\n      })),\n    [data],\n  )\n  return {\n    options,\n    ready: Boolean(scope) && status !== 'loading',\n    truncated: (data?.length ?? 0) > COMPANY_OPTIONS_LIMIT,\n  }\n}\n\n/**\n * Create a company by name, answering the option the picker then selects.\n * Rejects with the sentence to show when the name cannot be stored.\n */\nexport type CreateCompany = (name: string) => Promise<CompanyOption>\n\n/**\n * The write behind \"Create “Acme”\" in the picker (AGL-2613).\n *\n * The same document the company drawer writes for a create — the search\n * keys, the scope every CRM creator stamps, the provenance — with only the\n * name filled in, because that is all the picker asked for: the domain, the\n * address and the rest are the company page's to add. The person filing it\n * owns it, as the drawer seeds too. `null` until the org has resolved, so a\n * picker offered before the scope is known offers no create.\n *\n * A company is a record of the band the drawers refuse on (AGL-2644): an\n * org at a full hard band is refused here with the drawers' sentence, and\n * the picker shows it beneath the field the way it shows any create that\n * failed. Measured on the click and not on the mount — see\n * `readCrmRecordsQuota` — and never for an edit, because linking an\n * existing company adds no record.\n */\nexport function useCreateCompany(props: {\n  /** The site whose console is creating, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}): CreateCompany | null {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  // The provenance and the scope both come from the site the record is\n  // captured by — the mounted one, or at the organization level the one the\n  // reader picked (AGL-2630). No site picked, no create offered.\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  const uid = user?.uid ?? ''\n  return useMemo<CreateCompany | null>(() => {\n    if (!scope || !createHostId) return null\n    return async (name) => {\n      const result = companyDraftFields({\n        ...EMPTY_COMPANY_DRAFT,\n        name,\n        ownerUid: uid,\n      })\n      if (result.ok === false) throw new Error(result.error)\n      const quota = await readCrmRecordsQuota(firestore, scope, org)\n      if (!quota.allowed) throw new Error(CRM_RECORDS_BAND_FULL_MESSAGE)\n      const id = createResourceUid()\n      await setDoc(\n        doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n        {\n          ...result.set,\n          visibleTo: [...createTokens],\n          hostId: createHostId,\n          createdByUid: uid,\n          createdAt: serverTimestamp(),\n          updatedAt: serverTimestamp(),\n        },\n      )\n      return { id, name: String(result.set['name']), domain: null }\n    }\n  }, [scope, createTokens, firestore, createHostId, uid, org])\n}\n\n/** The sentinel id of the \"Create …\" row the list grows when nothing matches. */\nconst CREATE_OPTION_ID = '__create__'\n\ntype PickerOption = CompanyOption | { id: typeof CREATE_OPTION_ID; name: string; create: string }\n\nconst isCreateOption = (\n  option: PickerOption,\n): option is Extract<PickerOption, { create: string }> => 'create' in option\n\nconst filterCompanies = createFilterOptions<PickerOption>({\n  stringify: (option) =>\n    isCreateOption(option)\n      ? option.create\n      : option.domain\n        ? `${option.name} ${option.domain}`\n        : option.name,\n})\n\nconst optionLabel = (option: PickerOption): string =>\n  isCreateOption(option)\n    ? `Create “${option.create}”`\n    : option.domain\n      ? `${option.name} · ${option.domain}`\n      : option.name\n\nexport interface CompanyPickerProps {\n  options: readonly CompanyOption[]\n  /** The linked company's id, or `null` for none. */\n  value: string | null\n  /**\n   * The choice, with the option behind it when the list — or a create — can\n   * name it, so a caller can echo the company's name onto the contact\n   * without a second lookup. `null` for a company the list does not carry.\n   */\n  onChange: (companyId: string | null, company: CompanyOption | null) => void\n  /**\n   * Create a company from the typed name and select it. Absent — or `null`\n   * while the scope is unresolved — the picker offers no create row.\n   */\n  onCreate?: CreateCompany | null\n  label?: string\n  helperText?: string\n  disabled?: boolean\n  /**\n   * The contact's email address, when the caller has one. A company whose\n   * domain matches it is offered as a suggestion beneath the field — a\n   * suggestion and never an automatic link, because the person who typed\n   * `@acme.com` may be a contractor, a customer of Acme's, or Acme itself.\n   */\n  email?: string | null\n  /**\n   * The company name the record carries as free text while no company is\n   * linked — an import, or a save from before the picker existed. Offered\n   * beneath the field as the company to link or create, so the label a\n   * merchant already typed is one click from becoming the record it names.\n   */\n  fallbackName?: string | null\n  /** The option list has answered; until then the field says it is loading. */\n  ready?: boolean\n  /** The list was cut at the ceiling, so the field says to narrow by typing. */\n  truncated?: boolean\n}\n\n/**\n * One company, chosen from the list a contact may be filed under\n * (AGL-2597, AGL-2613).\n *\n * A search over the loaded list rather than free text, because the value is\n * a document id and a typed name is how two records called \"Acme\" come to\n * exist. Typing narrows by name and domain; a name nothing matches grows the\n * list by one row, \"Create “…”\", which writes the company and selects it —\n * so the person filing a contact never has to leave the form to make the\n * account it belongs to. The clear control is the unlink: a saved contact\n * with no company reads as a decision rather than a field somebody skipped.\n *\n * A stored id the list does not carry — a company past the picker's ceiling,\n * or one this viewer cannot see — still renders as SOMETHING selected, or\n * the field would read empty for a contact that has a company and the next\n * save would silently unlink them.\n */\nexport function CompanyPicker(props: CompanyPickerProps) {\n  const {\n    options,\n    value,\n    onChange,\n    onCreate,\n    label = 'Company',\n    helperText,\n    disabled,\n    email,\n    fallbackName,\n    ready = true,\n    truncated,\n  } = props\n  const [creating, setCreating] = useState(false)\n  const [createError, setCreateError] = useState('')\n\n  const suggestion = useMemo(\n    () => (email ? suggestCompanyForEmail(email, options) : null),\n    [email, options],\n  )\n  const fallback = useMemo(() => {\n    const name = String(fallbackName ?? '').trim()\n    if (value || !name) return null\n    const lower = name.toLowerCase()\n    return {\n      name,\n      match: options.find((option) => option.name.trim().toLowerCase() === lower) ?? null,\n    }\n  }, [fallbackName, options, value])\n\n  const selected = useMemo<PickerOption | null>(() => {\n    if (!value) return null\n    return (\n      options.find((option) => option.id === value) ?? {\n        id: value,\n        name: `Company ${value.slice(-6)}`,\n        domain: null,\n      }\n    )\n  }, [options, value])\n  /*\n   * The list the control searches: every option, plus the placeholder for a\n   * stored id the list does not carry, so the selected value is always one\n   * of the options and the control never reports it as invalid.\n   */\n  const listed = useMemo<PickerOption[]>(\n    () =>\n      selected && !options.some((option) => option.id === selected.id)\n        ? [selected, ...options]\n        : [...options],\n    [options, selected],\n  )\n\n  const create = useCallback(\n    async (name: string) => {\n      if (!onCreate) return\n      setCreating(true)\n      setCreateError('')\n      try {\n        const company = await onCreate(name)\n        onChange(company.id, company)\n      } catch (error) {\n        setCreateError(\n          error instanceof Error && error.message\n            ? error.message\n            : 'The company could not be created.',\n        )\n      } finally {\n        setCreating(false)\n      }\n    },\n    [onCreate, onChange],\n  )\n\n  const busy = disabled || !ready || creating\n  return (\n    <Stack spacing={0.5}>\n      <Autocomplete<PickerOption, false, false, false>\n        size=\"small\"\n        options={listed}\n        value={selected}\n        disabled={busy}\n        loading={!ready}\n        getOptionLabel={optionLabel}\n        isOptionEqualToValue={(option, current) => option.id === current.id}\n        filterOptions={(candidates, state) => {\n          const filtered = filterCompanies(candidates, state)\n          const typed = state.inputValue.trim()\n          const exact = typed.toLowerCase()\n          const named = candidates.some(\n            (option) =>\n              !isCreateOption(option) && option.name.trim().toLowerCase() === exact,\n          )\n          if (onCreate && typed && !named) {\n            filtered.push({ id: CREATE_OPTION_ID, name: typed, create: typed })\n          }\n          return filtered\n        }}\n        onChange={(_event, next) => {\n          if (!next) return onChange(null, null)\n          if (isCreateOption(next)) return void create(next.create)\n          onChange(next.id, next)\n        }}\n        renderInput={(params) => (\n          <TextField\n            {...params}\n            label={label}\n            error={Boolean(createError)}\n            helperText={\n              !ready\n                ? 'Loading companies…'\n                : creating\n                  ? 'Creating the company…'\n                  : createError ||\n                    helperText ||\n                    (truncated\n                      ? `The first ${COMPANY_OPTIONS_LIMIT} by name — type to narrow, or create one.`\n                      : undefined)\n            }\n          />\n        )}\n      />\n      {suggestion && suggestion.id !== value ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Suggested from the email address: ${suggestion.name}`}\n          </Typography>\n          <Button\n            size=\"small\"\n            disabled={busy}\n            onClick={() => onChange(suggestion.id, suggestion)}\n          >\n            {'Use'}\n          </Button>\n        </Stack>\n      ) : fallback ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {fallback.match\n              ? `Recorded as “${fallback.name}” — a company by that name exists.`\n              : `Recorded as “${fallback.name}” without a link.`}\n          </Typography>\n          {fallback.match ? (\n            <Button\n              size=\"small\"\n              disabled={busy}\n              onClick={() => onChange(fallback.match?.id ?? null, fallback.match)}\n            >\n              {'Use'}\n            </Button>\n          ) : onCreate ? (\n            <Button size=\"small\" disabled={busy} onClick={() => void create(fallback.name)}>\n              {`Create “${fallback.name}”`}\n            </Button>\n          ) : null}\n        </Stack>\n      ) : null}\n    </Stack>\n  )\n}\nCompanyPicker.displayName = 'CompanyPicker'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-picker.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  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  crmNewRecordListFields,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  createFilterOptions,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  setDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { readCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport {\n  type CompanyOption,\n  companyDraftFields,\n  EMPTY_COMPANY_DRAFT,\n  suggestCompanyForEmail,\n} from '../model/companies'\n\nexport { suggestCompanyForEmail, type CompanyOption }\n\n/**\n * How many companies the picker lists.\n *\n * A ceiling and not a page: somebody choosing a company knows which one, and\n * a workspace past two hundred accounts finds it from the company list's own\n * search and links the person from there. Bounded because this read happens\n * on a contact's page, where the company list is a control and not the\n * subject.\n */\nexport const COMPANY_OPTIONS_LIMIT = 200\n\nexport interface CompanyOptions {\n  options: CompanyOption[]\n  /** The listen has answered at least once. */\n  ready: boolean\n  /** The ceiling cut the list, so a company can exist and not be offered. */\n  truncated: boolean\n}\n\n/**\n * The companies this viewer may link a contact to, alphabetically\n * (AGL-2597).\n *\n * Read under the same `visibleTo` predicate the company list runs, because\n * the rules refuse a listen without it for a scoped member — and because a\n * picker offering a company the reader could not open would let them file a\n * person under a record they cannot see. Ordered by `nameLower`, the key\n * every company write stores, so the picker reads as a list of names rather\n * than as document-id order dressed up.\n *\n * `enabled` gates the listen: a contact's properties card has one picker and\n * a merchant who opened the record to read a note must not pay for the\n * company list.\n */\nexport function useCompanyOptions(props: {\n  /** The site whose console is reading, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  enabled?: boolean\n}): CompanyOptions {\n  const { hostId, org, enabled = true } = props\n  const firestore = useFirestore()\n  const { scope, visibleTo } = useCrmScope({ hostId, org })\n  const { data, status } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      enabled && scope\n        ? query(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_LIMIT + 1),\n          )\n        : null,\n    [firestore, scope, visibleTo, enabled],\n    { idField: '$id' },\n  )\n  const options = useMemo<CompanyOption[]>(\n    () =>\n      (data ?? []).slice(0, COMPANY_OPTIONS_LIMIT).map((row) => ({\n        id: String(row['$id']),\n        name: String(row['name'] ?? ''),\n        domain: typeof row['domain'] === 'string' ? row['domain'] : null,\n      })),\n    [data],\n  )\n  return {\n    options,\n    ready: Boolean(scope) && status !== 'loading',\n    truncated: (data?.length ?? 0) > COMPANY_OPTIONS_LIMIT,\n  }\n}\n\n/**\n * Create a company by name, answering the option the picker then selects.\n * Rejects with the sentence to show when the name cannot be stored.\n */\nexport type CreateCompany = (name: string) => Promise<CompanyOption>\n\n/**\n * The write behind \"Create “Acme”\" in the picker (AGL-2613).\n *\n * The same document the company drawer writes for a create — the search\n * keys, the scope every CRM creator stamps, the provenance — with only the\n * name filled in, because that is all the picker asked for: the domain, the\n * address and the rest are the company page's to add. The person filing it\n * owns it, as the drawer seeds too. `null` until the org has resolved, so a\n * picker offered before the scope is known offers no create.\n *\n * A company is a record of the band the drawers refuse on (AGL-2644): an\n * org at a full hard band is refused here with the drawers' sentence, and\n * the picker shows it beneath the field the way it shows any create that\n * failed. Measured on the click and not on the mount — see\n * `readCrmRecordsQuota` — and never for an edit, because linking an\n * existing company adds no record.\n */\nexport function useCreateCompany(props: {\n  /** The site whose console is creating, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}): CreateCompany | null {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  // The provenance and the scope both come from the site the record is\n  // captured by — the mounted one, or at the organization level the one the\n  // reader picked (AGL-2630). No site picked, no create offered.\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  const uid = user?.uid ?? ''\n  return useMemo<CreateCompany | null>(() => {\n    if (!scope || !createHostId) return null\n    return async (name) => {\n      const result = companyDraftFields({\n        ...EMPTY_COMPANY_DRAFT,\n        name,\n        ownerUid: uid,\n      })\n      if (result.ok === false) throw new Error(result.error)\n      const quota = await readCrmRecordsQuota(firestore, scope, org)\n      if (!quota.allowed) throw new Error(CRM_RECORDS_BAND_FULL_MESSAGE)\n      const id = createResourceUid()\n      await setDoc(\n        doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n        {\n          ...result.set,\n          // What the Companies list searches and filters by (AGL-3321).\n          ...crmNewRecordListFields('companies', { ...result.set, visibleTo: [...createTokens] }),\n          visibleTo: [...createTokens],\n          hostId: createHostId,\n          createdByUid: uid,\n          createdAt: serverTimestamp(),\n          updatedAt: serverTimestamp(),\n        },\n      )\n      return { id, name: String(result.set['name']), domain: null }\n    }\n  }, [scope, createTokens, firestore, createHostId, uid, org])\n}\n\n/** The sentinel id of the \"Create …\" row the list grows when nothing matches. */\nconst CREATE_OPTION_ID = '__create__'\n\ntype PickerOption = CompanyOption | { id: typeof CREATE_OPTION_ID; name: string; create: string }\n\nconst isCreateOption = (\n  option: PickerOption,\n): option is Extract<PickerOption, { create: string }> => 'create' in option\n\nconst filterCompanies = createFilterOptions<PickerOption>({\n  stringify: (option) =>\n    isCreateOption(option)\n      ? option.create\n      : option.domain\n        ? `${option.name} ${option.domain}`\n        : option.name,\n})\n\nconst optionLabel = (option: PickerOption): string =>\n  isCreateOption(option)\n    ? `Create “${option.create}”`\n    : option.domain\n      ? `${option.name} · ${option.domain}`\n      : option.name\n\nexport interface CompanyPickerProps {\n  options: readonly CompanyOption[]\n  /** The linked company's id, or `null` for none. */\n  value: string | null\n  /**\n   * The choice, with the option behind it when the list — or a create — can\n   * name it, so a caller can echo the company's name onto the contact\n   * without a second lookup. `null` for a company the list does not carry.\n   */\n  onChange: (companyId: string | null, company: CompanyOption | null) => void\n  /**\n   * Create a company from the typed name and select it. Absent — or `null`\n   * while the scope is unresolved — the picker offers no create row.\n   */\n  onCreate?: CreateCompany | null\n  label?: string\n  helperText?: string\n  disabled?: boolean\n  /**\n   * The contact's email address, when the caller has one. A company whose\n   * domain matches it is offered as a suggestion beneath the field — a\n   * suggestion and never an automatic link, because the person who typed\n   * `@acme.com` may be a contractor, a customer of Acme's, or Acme itself.\n   */\n  email?: string | null\n  /**\n   * The company name the record carries as free text while no company is\n   * linked — an import, or a save from before the picker existed. Offered\n   * beneath the field as the company to link or create, so the label a\n   * merchant already typed is one click from becoming the record it names.\n   */\n  fallbackName?: string | null\n  /** The option list has answered; until then the field says it is loading. */\n  ready?: boolean\n  /** The list was cut at the ceiling, so the field says to narrow by typing. */\n  truncated?: boolean\n}\n\n/**\n * One company, chosen from the list a contact may be filed under\n * (AGL-2597, AGL-2613).\n *\n * A search over the loaded list rather than free text, because the value is\n * a document id and a typed name is how two records called \"Acme\" come to\n * exist. Typing narrows by name and domain; a name nothing matches grows the\n * list by one row, \"Create “…”\", which writes the company and selects it —\n * so the person filing a contact never has to leave the form to make the\n * account it belongs to. The clear control is the unlink: a saved contact\n * with no company reads as a decision rather than a field somebody skipped.\n *\n * A stored id the list does not carry — a company past the picker's ceiling,\n * or one this viewer cannot see — still renders as SOMETHING selected, or\n * the field would read empty for a contact that has a company and the next\n * save would silently unlink them.\n */\nexport function CompanyPicker(props: CompanyPickerProps) {\n  const {\n    options,\n    value,\n    onChange,\n    onCreate,\n    label = 'Company',\n    helperText,\n    disabled,\n    email,\n    fallbackName,\n    ready = true,\n    truncated,\n  } = props\n  const [creating, setCreating] = useState(false)\n  const [createError, setCreateError] = useState('')\n\n  const suggestion = useMemo(\n    () => (email ? suggestCompanyForEmail(email, options) : null),\n    [email, options],\n  )\n  const fallback = useMemo(() => {\n    const name = String(fallbackName ?? '').trim()\n    if (value || !name) return null\n    const lower = name.toLowerCase()\n    return {\n      name,\n      match: options.find((option) => option.name.trim().toLowerCase() === lower) ?? null,\n    }\n  }, [fallbackName, options, value])\n\n  const selected = useMemo<PickerOption | null>(() => {\n    if (!value) return null\n    return (\n      options.find((option) => option.id === value) ?? {\n        id: value,\n        name: `Company ${value.slice(-6)}`,\n        domain: null,\n      }\n    )\n  }, [options, value])\n  /*\n   * The list the control searches: every option, plus the placeholder for a\n   * stored id the list does not carry, so the selected value is always one\n   * of the options and the control never reports it as invalid.\n   */\n  const listed = useMemo<PickerOption[]>(\n    () =>\n      selected && !options.some((option) => option.id === selected.id)\n        ? [selected, ...options]\n        : [...options],\n    [options, selected],\n  )\n\n  const create = useCallback(\n    async (name: string) => {\n      if (!onCreate) return\n      setCreating(true)\n      setCreateError('')\n      try {\n        const company = await onCreate(name)\n        onChange(company.id, company)\n      } catch (error) {\n        setCreateError(\n          error instanceof Error && error.message\n            ? error.message\n            : 'The company could not be created.',\n        )\n      } finally {\n        setCreating(false)\n      }\n    },\n    [onCreate, onChange],\n  )\n\n  const busy = disabled || !ready || creating\n  return (\n    <Stack spacing={0.5}>\n      <Autocomplete<PickerOption, false, false, false>\n        size=\"small\"\n        options={listed}\n        value={selected}\n        disabled={busy}\n        loading={!ready}\n        getOptionLabel={optionLabel}\n        isOptionEqualToValue={(option, current) => option.id === current.id}\n        filterOptions={(candidates, state) => {\n          const filtered = filterCompanies(candidates, state)\n          const typed = state.inputValue.trim()\n          const exact = typed.toLowerCase()\n          const named = candidates.some(\n            (option) =>\n              !isCreateOption(option) && option.name.trim().toLowerCase() === exact,\n          )\n          if (onCreate && typed && !named) {\n            filtered.push({ id: CREATE_OPTION_ID, name: typed, create: typed })\n          }\n          return filtered\n        }}\n        onChange={(_event, next) => {\n          if (!next) return onChange(null, null)\n          if (isCreateOption(next)) return void create(next.create)\n          onChange(next.id, next)\n        }}\n        renderInput={(params) => (\n          <TextField\n            {...params}\n            label={label}\n            error={Boolean(createError)}\n            helperText={\n              !ready\n                ? 'Loading companies…'\n                : creating\n                  ? 'Creating the company…'\n                  : createError ||\n                    helperText ||\n                    (truncated\n                      ? `The first ${COMPANY_OPTIONS_LIMIT} by name — type to narrow, or create one.`\n                      : undefined)\n            }\n          />\n        )}\n      />\n      {suggestion && suggestion.id !== value ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Suggested from the email address: ${suggestion.name}`}\n          </Typography>\n          <Button\n            size=\"small\"\n            disabled={busy}\n            onClick={() => onChange(suggestion.id, suggestion)}\n          >\n            {'Use'}\n          </Button>\n        </Stack>\n      ) : fallback ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {fallback.match\n              ? `Recorded as “${fallback.name}” — a company by that name exists.`\n              : `Recorded as “${fallback.name}” without a link.`}\n          </Typography>\n          {fallback.match ? (\n            <Button\n              size=\"small\"\n              disabled={busy}\n              onClick={() => onChange(fallback.match?.id ?? null, fallback.match)}\n            >\n              {'Use'}\n            </Button>\n          ) : onCreate ? (\n            <Button size=\"small\" disabled={busy} onClick={() => void create(fallback.name)}>\n              {`Create “${fallback.name}”`}\n            </Button>\n          ) : null}\n        </Stack>\n      ) : null}\n    </Stack>\n  )\n}\nCompanyPicker.displayName = 'CompanyPicker'\n\nexport default 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package/src/lib/components/contact-detail-page.js

@@ -21,7 +21,9 @@ import { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from "@aglyn/aglyn";
 import { mdiDeleteOutline, mdiMerge } from "@aglyn/shared-data-mdi";
 import { AppLink, MdiIcon, useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
-import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
+import { useFirestore, useFirestoreDoc, useUser } from "@aglyn/tenant-feature-instance";
+import { restampCrmListFields } from "../model/list-fields-api.js";
+import { crmTaskCallScope } from "../model/task-routes.js";
 import { Stack, Tooltip, Typography } from "@mui/material";
 import { arrayRemove, deleteDoc, deleteField, doc, updateDoc } from "firebase/firestore";
 import { useParams, useRouter } from "next/navigation";
@@ -199,6 +201,7 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
         emailsHub,
         hostId
     ]);
+    const { data: user } = useUser();
     const handleRemove = useCallback(async ()=>{
         var _ref;
         if (!row || !scope) return;
@@ -225,6 +228,12 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                     capturedByHostIds: arrayRemove(...plan.removeHostIds),
                     updatedAt: new Date()
                 }));
+                // The facet and the scope just let go of are what the Contacts list
+                // filters and searches by; the rules keep a client from restamping
+                // them, so the route does (AGL-3321).
+                await restampCrmListFields(user, crmTaskCallScope(hostId, orgId), 'contacts', [
+                    id
+                ]);
             }
             // `siteLabel` and not "this site": at the organization level the line
             // lands in a feed that spans every site, so it has to name the one.
@@ -257,7 +266,10 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
         routes,
         row,
         scope,
-        siteLabel
+        siteLabel,
+        user,
+        hostId,
+        orgId
     ]);
     const overflowItems = [
         /*

package/src/lib/components/contact-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-detail-page.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 { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  arrayRemove,\n  deleteDoc,\n  deleteField,\n  doc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactCustomFieldsCard from './contact-custom-fields-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useEmailsHubPath } from './use-emails-hub-path'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contacts', {\n  anchor: '#the-contacts-page',\n  excerpt:\n    \"One person's record: the profile your team keeps on them, where they \" +\n    'came from, what they are filed under, and what the site recorded.',\n})\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile), the relationship (sources, attribution,\n * consent, campaign filing) and the timeline. Other CRM sections add a card\n * here by inserting one import and one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it — `planContactDetach` does the counting off `visibleTo`, which\n * is what both enforcement layers evaluate, and the rules refuse a delete by\n * a caller who is not the sole holder. Not the erasure path: a privacy\n * erasure removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address. The count on the header is the number; the\n   * list is the rows. Built from the route params already in the URL, so\n   * no document is read to draw a link, and absent off a site — the\n   * org-level mount has no orders list to point at.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? Aglyn.siteRecordLinks({\n          orgSlug: String(params.orgSlug),\n          host: String(params.host),\n        }).ordersByCustomer(record.email)\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? Aglyn.siteRecordLinks({\n          orgSlug: String(params.orgSlug),\n          host: siteSlug,\n        }).bookingsByBooker(record.email)\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * on this site's Emails hub (AGL-2616). Only a campaign THIS site sent can\n   * be addressed — a sibling site in the same consent group has an Emails\n   * hub of its own under a subdomain this page does not know — so the\n   * builder answers `null` for those and the entry draws unlinked.\n   */\n  const emailsHub = useEmailsHubPath()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      emailsHub && email.hostId === hostId\n        ? `${emailsHub}/messages/${encodeURIComponent(email.campaignId)}`\n        : null,\n    [emailsHub, hostId],\n  )\n\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      const ref = doc(firestore, scope[0], scope[1], 'contacts', id)\n      const plan = Aglyn.planContactDetach(row, consentGroup)\n      if (plan.action === 'delete') {\n        await deleteDoc(ref)\n      } else {\n        await updateDoc(ref, {\n          ...Object.fromEntries(plan.remove.map((path) => [path, deleteField()])),\n          visibleTo: arrayRemove(...plan.removeTokens),\n          capturedByHostIds: arrayRemove(...plan.removeHostIds),\n          updatedAt: new Date(),\n        })\n      }\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        plan.action === 'delete'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    consentGroup,\n    enqueueSnackbar,\n    firestore,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                phone={record.phone}\n                suiteLocked={!suiteIncluded}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage]\n                    : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Owner\"\n                value={record.ownerUid ? members.memberName(record.ownerUid) : undefined}\n              />\n              {/*\n                The last time they opened or clicked one of this site's\n                campaigns (AGL-2616) — the relationship's pulse, beside the\n                owner who keeps it.\n              */}\n              <CrmRecordChip\n                label=\"Last engaged\"\n                value={\n                  record.lastEmailEngagementAtMs ? (\n                    <Tooltip title={new Date(record.lastEmailEngagementAtMs).toLocaleString()}>\n                      <span>\n                        {Aglyn.activityTimeLabel(record.lastEmailEngagementAtMs, Date.now())}\n                      </span>\n                    </Tooltip>\n                  ) : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Orders\"\n                value={\n                  record.ordersCount > 0 ? (\n                    ordersHref ? (\n                      <AppLink href={ordersHref} color=\"inherit\" underline=\"hover\">\n                        {`${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`}\n                      </AppLink>\n                    ) : (\n                      `${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`\n                    )\n                  ) : undefined\n                }\n              />\n            </>\n          ) : null\n        }\n      >\n        {erase.banner}\n      </CrmRecordHeader>\n      {record && row && scope ? (\n        <>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Working this contact — the owner, stage and company, tasks, ' +\n                'deals, files and custom fields, logging a call or an activity, ' +\n                'one-to-one email and merging duplicates — is part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The cross-site fact, at the organization level only (AGL-2630):\n            which sites know this person, and their consent for each. Under\n            a site the page IS one site's view and the card would say so on\n            every record.\n          */}\n          {/* What an assistant proposes about the person (AGL-2917), where the plan works a contact. */}\n          {suiteIncluded ? (\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"contact\"\n              recordId={id}\n              name={record.name || record.email}\n              taskLink={{ contactId: id }}\n            />\n          ) : null}\n          {mount ? <ContactKnownByCard row={row} contactId={id} org={org} /> : null}\n          <ContactPropertiesCard\n            hostId={hostId}\n            org={org}\n            record={record}\n            orgId={orgId}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            members={members}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactAssociationsCard\n            hostId={siteHostId}\n            record={record}\n            row={row}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            basePath={basePath}\n            bookingsHref={bookingsHref}\n          />\n          {/*\n            On a plan without the CRM, the cards that only work a record —\n            custom fields, deals, tasks, files — are named in the notice above\n            rather than drawn as four upsells in a row.\n          */}\n          {suiteIncluded ? (\n            <ContactCustomFieldsCard hostId={hostId} org={org} contactId={id} basePath={basePath} />\n          ) : null}\n          <ContactTimelineCard\n            hostId={hostId}\n            org={org}\n            contactId={id}\n            contact={row}\n            campaignHref={campaignHref}\n            suiteLocked={!suiteIncluded}\n          />\n          {suiteIncluded ? (\n            <>\n              <ContactDealsCard\n                hostId={hostId}\n                org={org}\n                basePath={basePath}\n                contactId={id}\n                contactName={record.name || record.email}\n              />\n              <RecordTasksCard hostId={hostId} org={org} basePath={basePath} contactId={id} />\n              {/*\n                The files are the VIEWING holder's, like everything else on this\n                page: the write is a facet path, so a contract one brand filed\n                never appears on a sibling brand's copy of the person.\n              */}\n              <RecordFilesCard\n                scope={scope}\n                collection=\"contacts\"\n                recordId={id}\n                hostId={hostId}\n                facetGroupId={consentGroup.groupId}\n                mediaIds={record.mediaIds}\n                topic=\"contactRecord\"\n              />\n            </>\n          ) : null}\n          <ContactDuplicatesCard\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            basePath={basePath}\n            onMerge={(candidate) => merge.open({ other: candidate, keep: 'current' })}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactMergeDialog\n            {...merge.state}\n            onClose={merge.close}\n            hostId={siteHostId}\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            memberName={members.memberName}\n            // The page's own record was folded away: its address now opens\n            // the survivor, which is where the reader is taken.\n            onMerged={(survivorId) => {\n              if (survivorId !== id) router.replace(routes.contact(survivorId))\n            }}\n          />\n        </>\n      ) : null}\n      {erase.dialog}\n    </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nContactDetailPage.displayName = 'ContactDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-detail-page.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 { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc, useUser } from '@aglyn/tenant-feature-instance'\nimport { restampCrmListFields } from '../model/list-fields-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  arrayRemove,\n  deleteDoc,\n  deleteField,\n  doc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactCustomFieldsCard from './contact-custom-fields-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useEmailsHubPath } from './use-emails-hub-path'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contacts', {\n  anchor: '#the-contacts-page',\n  excerpt:\n    \"One person's record: the profile your team keeps on them, where they \" +\n    'came from, what they are filed under, and what the site recorded.',\n})\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile), the relationship (sources, attribution,\n * consent, campaign filing) and the timeline. Other CRM sections add a card\n * here by inserting one import and one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it — `planContactDetach` does the counting off `visibleTo`, which\n * is what both enforcement layers evaluate, and the rules refuse a delete by\n * a caller who is not the sole holder. Not the erasure path: a privacy\n * erasure removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address. The count on the header is the number; the\n   * list is the rows. Built from the route params already in the URL, so\n   * no document is read to draw a link, and absent off a site — the\n   * org-level mount has no orders list to point at.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? Aglyn.siteRecordLinks({\n          orgSlug: String(params.orgSlug),\n          host: String(params.host),\n        }).ordersByCustomer(record.email)\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? Aglyn.siteRecordLinks({\n          orgSlug: String(params.orgSlug),\n          host: siteSlug,\n        }).bookingsByBooker(record.email)\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * on this site's Emails hub (AGL-2616). Only a campaign THIS site sent can\n   * be addressed — a sibling site in the same consent group has an Emails\n   * hub of its own under a subdomain this page does not know — so the\n   * builder answers `null` for those and the entry draws unlinked.\n   */\n  const emailsHub = useEmailsHubPath()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      emailsHub && email.hostId === hostId\n        ? `${emailsHub}/messages/${encodeURIComponent(email.campaignId)}`\n        : null,\n    [emailsHub, hostId],\n  )\n\n  const { data: user } = useUser()\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      const ref = doc(firestore, scope[0], scope[1], 'contacts', id)\n      const plan = Aglyn.planContactDetach(row, consentGroup)\n      if (plan.action === 'delete') {\n        await deleteDoc(ref)\n      } else {\n        await updateDoc(ref, {\n          ...Object.fromEntries(plan.remove.map((path) => [path, deleteField()])),\n          visibleTo: arrayRemove(...plan.removeTokens),\n          capturedByHostIds: arrayRemove(...plan.removeHostIds),\n          updatedAt: new Date(),\n        })\n        // The facet and the scope just let go of are what the Contacts list\n        // filters and searches by; the rules keep a client from restamping\n        // them, so the route does (AGL-3321).\n        await restampCrmListFields(user, crmTaskCallScope(hostId, orgId), 'contacts', [id])\n      }\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        plan.action === 'delete'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    consentGroup,\n    enqueueSnackbar,\n    firestore,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n    user,\n    hostId,\n    orgId,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                phone={record.phone}\n                suiteLocked={!suiteIncluded}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage]\n                    : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Owner\"\n                value={record.ownerUid ? members.memberName(record.ownerUid) : undefined}\n              />\n              {/*\n                The last time they opened or clicked one of this site's\n                campaigns (AGL-2616) — the relationship's pulse, beside the\n                owner who keeps it.\n              */}\n              <CrmRecordChip\n                label=\"Last engaged\"\n                value={\n                  record.lastEmailEngagementAtMs ? (\n                    <Tooltip title={new Date(record.lastEmailEngagementAtMs).toLocaleString()}>\n                      <span>\n                        {Aglyn.activityTimeLabel(record.lastEmailEngagementAtMs, Date.now())}\n                      </span>\n                    </Tooltip>\n                  ) : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Orders\"\n                value={\n                  record.ordersCount > 0 ? (\n                    ordersHref ? (\n                      <AppLink href={ordersHref} color=\"inherit\" underline=\"hover\">\n                        {`${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`}\n                      </AppLink>\n                    ) : (\n                      `${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`\n                    )\n                  ) : undefined\n                }\n              />\n            </>\n          ) : null\n        }\n      >\n        {erase.banner}\n      </CrmRecordHeader>\n      {record && row && scope ? (\n        <>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Working this contact — the owner, stage and company, tasks, ' +\n                'deals, files and custom fields, logging a call or an activity, ' +\n                'one-to-one email and merging duplicates — is part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The cross-site fact, at the organization level only (AGL-2630):\n            which sites know this person, and their consent for each. Under\n            a site the page IS one site's view and the card would say so on\n            every record.\n          */}\n          {/* What an assistant proposes about the person (AGL-2917), where the plan works a contact. */}\n          {suiteIncluded ? (\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"contact\"\n              recordId={id}\n              name={record.name || record.email}\n              taskLink={{ contactId: id }}\n            />\n          ) : null}\n          {mount ? <ContactKnownByCard row={row} contactId={id} org={org} /> : null}\n          <ContactPropertiesCard\n            hostId={hostId}\n            org={org}\n            record={record}\n            orgId={orgId}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            members={members}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactAssociationsCard\n            hostId={siteHostId}\n            record={record}\n            row={row}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            basePath={basePath}\n            bookingsHref={bookingsHref}\n          />\n          {/*\n            On a plan without the CRM, the cards that only work a record —\n            custom fields, deals, tasks, files — are named in the notice above\n            rather than drawn as four upsells in a row.\n          */}\n          {suiteIncluded ? (\n            <ContactCustomFieldsCard hostId={hostId} org={org} contactId={id} basePath={basePath} />\n          ) : null}\n          <ContactTimelineCard\n            hostId={hostId}\n            org={org}\n            contactId={id}\n            contact={row}\n            campaignHref={campaignHref}\n            suiteLocked={!suiteIncluded}\n          />\n          {suiteIncluded ? (\n            <>\n              <ContactDealsCard\n                hostId={hostId}\n                org={org}\n                basePath={basePath}\n                contactId={id}\n                contactName={record.name || record.email}\n              />\n              <RecordTasksCard hostId={hostId} org={org} basePath={basePath} contactId={id} />\n              {/*\n                The files are the VIEWING holder's, like everything else on this\n                page: the write is a facet path, so a contract one brand filed\n                never appears on a sibling brand's copy of the person.\n              */}\n              <RecordFilesCard\n                scope={scope}\n                collection=\"contacts\"\n                recordId={id}\n                hostId={hostId}\n                facetGroupId={consentGroup.groupId}\n                mediaIds={record.mediaIds}\n                topic=\"contactRecord\"\n              />\n            </>\n          ) : null}\n          <ContactDuplicatesCard\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            basePath={basePath}\n            onMerge={(candidate) => merge.open({ other: candidate, keep: 'current' })}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactMergeDialog\n            {...merge.state}\n            onClose={merge.close}\n            hostId={siteHostId}\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            memberName={members.memberName}\n            // The page's own record was folded away: its address now opens\n            // the survivor, which is where the reader is taken.\n            onMerged={(survivorId) => {\n              if (survivorId !== id) router.replace(routes.contact(survivorId))\n            }}\n          />\n        </>\n      ) : null}\n      {erase.dialog}\n    </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nContactDetailPage.displayName = 'ContactDetailPage'\n\nexport default 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package/src/lib/components/contact-list-columns.d.ts

@@ -44,10 +44,8 @@ export interface ContactListColumnOptions {
  *
  * 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.
+ * another holder's assignment. Filtering by either is the list's: the panel
+ * names the field and the list asks the holder's facet key of its query
+ * (`contactQueryClause`, AGL-3321).
  */
 export declare function contactListColumns(options: ContactListColumnOptions): GridColDef[];

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

@@ -17,7 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
 import { activityTimeLabel, CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_SOURCE_LABELS, EMAIL_STATE_LABELS } from "@aglyn/aglyn";
-import { hiddenFilterColumns, listFilterColumn } from "@aglyn/shared-ui-jsx/const/list-filter";
+import { hiddenFilterColumns, listFilterColumn } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
 import { Chip, Stack, Tooltip, Typography } from "@mui/material";
 import { CONTACT_LIST_FILTER_FIELDS, CONTACT_LIST_FILTER_HEADERS } from "../constants/contact-filters.js";
 import { CrmEmailStateChip } from "./crm-email-state-chip.js";
@@ -58,11 +58,9 @@ import { nextActivityColumn } from "./crm-next-activity-column.js";
  *
  * 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.
+ * another holder's assignment. Filtering by either is the list's: the panel
+ * names the field and the list asks the holder's facet key of its query
+ * (`contactQueryClause`, AGL-3321).
  */ export function contactListColumns(options) {
     var _options_nowMs;
     const { memberName, siteName } = options;
@@ -142,8 +140,8 @@ import { nextActivityColumn } from "./crm-next-activity-column.js";
      * them. `capturedByHostIds` is a top-level array precisely so the
      * question can be answered without opening a facet. Not filterable from
      * the panel: an `array-contains` on it would displace the scope clause
-     * under a site, and at the org level a saved view narrows the window
-     * instead. A row that names no site predates attribution and says so,
+     * under a site, and a search or a facet filter at the org level (one
+     * array clause per query, AGL-3321). A row that names no site predates attribution and says so,
      * rather than reading as "every site".
      */ ...siteName ? [
             {