@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.201

package/src/lib/components/companies-section.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-section.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  CRM_COLLECTIONS,\n  type CrmCompany,\n  filterByNextActivity,\n  isNoNextActivityClause,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  listFilterColumn,\n  type ListFilterRequest,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport {\n  listFilterConstraints,\n  usePagedCollection,\n  useFirestore,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n  getGridSingleSelectOperators,\n  type GridColDef,\n} from '@mui/x-data-grid'\nimport { collection, limit, orderBy, query, where } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { COMPANY_LIST_FILTER_FIELDS } from '../constants/company-filters'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CompanyCsvOptions, companiesCsv } from '../model/companies-csv'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CompanyImportButton } from './company-import-drawer'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  /** The CRM hub URL, which every company route hangs beneath. */\n  basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/** What the companies grid's panel offers: the served fields, and \"No next activity\". */\nconst COMPANY_GRID_FILTER_FIELDS = [\n  ...COMPANY_LIST_FILTER_FIELDS,\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n]\nconst COMPANY_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Company',\n  ownerUid: 'Owner',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n}\n\n/**\n * `/crm/companies` — the organizations behind the people (AGL-2597).\n *\n * A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n *\n * ## What the listener carries\n *\n * Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n *\n * ## What a filter may be\n *\n * The scope predicate is an array clause, and Firestore carries one per\n * query, so the word-prefix search the contact list offers cannot run here.\n * The name is a prefix range and an exact match instead, and the owner is a\n * choice from the roster — each reaching the whole collection, which is the\n * property a search must have: a company on page four is found, not reported\n * missing. `COMPANY_LIST_FILTER_FIELDS` states what the indexes serve.\n *\n * ## Creating is a drawer\n *\n * \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n *\n * ## Selection, the bar and the file (AGL-2621)\n *\n * The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Export CSV writes the loaded page through `companiesCsv()` —\n * the same file the bar writes over the selection, headed as the import\n * reads it — and Import CSV opens the companies drawer beside it.\n */\nexport function CompaniesSection(props: CompaniesSectionProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n  /*\n   * The team, read once for this surface: the Owner column names a person\n   * from a uid, and the create drawer picks from the same roster. One fetch\n   * serves both, which is why the drawer takes it as a prop.\n   */\n  const members = useOrgMemberOptions(orgId)\n  // The org's company fields, for the optional columns below (AGL-2661).\n  const companyFields = useContactFieldDefinitions(orgId, 'company')\n\n  /*\n   * The column filter is the saved VIEW'S first clause (AGL-2617): this\n   * grid's panel holds one, and a view of companies holds that one beside\n   * the columns and the sort. Declared BEFORE the listener that reads it,\n   * as the filter always was — the query is rebuilt from it.\n   */\n  const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n  /*\n   * ...beside the \"No next activity\" clause (AGL-2661), which is not a\n   * query the listener can run — absence has no index — and narrows the\n   * loaded page below instead. The grid's one clause is the first that is\n   * not it, and setting the grid's clause keeps it.\n   */\n  const viewFilters = views.state.filters\n  const filter: ListFilterRequest | null =\n    viewFilters.find((clause) => !isNoNextActivityClause(clause)) ?? null\n  const setFilter = useCallback(\n    (request: ListFilterRequest | null) =>\n      views.setFilters([\n        ...(request ? [request] : []),\n        ...viewFilters.filter(isNoNextActivityClause),\n      ]),\n    [views.setFilters, viewFilters],\n  )\n\n  const {\n    rows: loaded,\n    status,\n    hasMore,\n    page,\n    setPage,\n    pageSize,\n    setPageSize,\n  } = usePagedCollection<CompanyRow>(\n    (pageLimit) => {\n      if (!scope) return null\n      const constraints = listFilterConstraints(\n        COMPANY_LIST_FILTER_FIELDS,\n        filter,\n      )\n      return query(\n        collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies),\n        // Absent at the organization level, where the tokens are `null` (AGL-2630).\n        ...crmVisibleToClause(visibleTo),\n        ...(constraints ?? [orderBy('updatedAt', 'desc')]),\n        limit(pageLimit),\n      )\n    },\n    [firestore, scope, visibleTo, filter],\n    { idField: '$id' },\n  )\n  const companies = useMemo(\n    () => filterByNextActivity(loaded, viewFilters),\n    [loaded, viewFilters],\n  )\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const [createOpen, setCreateOpen] = useState(false)\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  /*\n   * The owner is written by ADDRESS, because the companies import resolves\n   * an owner by email; the same options reach the bar, so the page's file\n   * and the selection's are one format.\n   */\n  const csvOptions: CompanyCsvOptions = useMemo(\n    () => ({ ownerEmail: members.emailFor }),\n    [members.emailFor],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('companies.csv', 'text/csv', companiesCsv(companies, csvOptions))\n  }, [companies, csvOptions])\n  const openCompany = useCallback(\n    (id: string) => router.push(routes.company(id)),\n    [router, routes],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Company',\n        flex: 1.6,\n        minWidth: 240,\n        ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n        valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Stack\n            sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n          >\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {row.name}\n            </Typography>\n            {row.industry ? (\n              <Typography\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ lineHeight: 1.25 }}\n                noWrap\n              >\n                {row.industry}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'domain',\n        headerName: 'Domain',\n        flex: 1,\n        minWidth: 160,\n        // Stored normalized, so it could be filtered exactly — but a domain\n        // lookup is what the company suggestion on a contact does, and a\n        // filter here would need an index of its own for one more way to\n        // find a row the name filter already finds.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.domain ? (\n            <Typography variant=\"body2\">{row.domain}</Typography>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'contactsCount',\n        headerName: 'Contacts',\n        width: 110,\n        align: 'right',\n        headerAlign: 'right',\n        /*\n         * The denormalized count every link moves (AGL-2613) — a stored\n         * number, so a page of companies costs no read per row. Absent on a\n         * company nobody has linked since the counter existed, which reads\n         * as zero; the company's own page takes the live aggregate.\n         */\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n          >\n            {Number(row.contactsCount ?? 0).toLocaleString()}\n          </Typography>\n        ),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 1,\n        minWidth: 140,\n        // Written by the drawer and the bulk bar (AGL-2621); read here, not\n        // filtered — a tag filter would need an `array-contains` index of\n        // its own beside the scope predicate.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.tags?.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n              {row.tags.slice(0, 3).map((tag) => (\n                <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n              ))}\n              {row.tags.length > 3 ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`+${row.tags.length - 3}`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        /*\n         * A CHOICE from the roster, not a text box for a uid. The grid's\n         * single-select `is` operator is what the panel offers; the handler\n         * below maps it onto the declared field's `equals`, which the\n         * translator turns into the equality the index serves.\n         */\n        type: 'singleSelect',\n        valueOptions: members.options.map((option) => ({\n          value: option.uid,\n          label: crmMemberPickerLabel(option),\n        })),\n        filterable: members.options.length > 0,\n        filterOperators: getGridSingleSelectOperators().filter(\n          (operator) => operator.value === 'is',\n        ),\n        valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n          >\n            {row.ownerUid\n              ? members.ready\n                ? members.labelFor(row.ownerUid)\n                : '…'\n              : '—'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'updatedAt',\n        headerName: 'Updated',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          row.updatedAt?.seconds ? new Date(row.updatedAt.seconds * 1000) : null,\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {row.updatedAt?.seconds\n              ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n              : '—'}\n          </Typography>\n        ),\n      },\n      // When the earliest open task against the company is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // The org's company fields as optional columns (AGL-2661), read off\n      // the row's own `custom` map the way the contacts list reads its own.\n      ...customFieldColumns(companyFields.active),\n    ],\n    [members, companyFields.active, nowMs],\n  )\n\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). The query serves ONE clause — a paged list has no window to\n   * narrow beyond the page — so the panel's clause replaces the last, and\n   * \"No next activity\", which narrows the loaded page, stands beside it.\n   * The search box is the name's prefix: the one text search the indexes\n   * serve here, so typing in it is the same clause as \"Company starts with\".\n   */\n  const ownerOptions = useMemo(\n    () =>\n      members.options.map((option) => ({\n        value: option.uid,\n        label: crmMemberPickerLabel(option),\n      })),\n    [members.options],\n  )\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, COMPANY_GRID_FILTER_FIELDS, { ownerUid: ownerOptions }, COMPANY_GRID_FILTER_HEADERS),\n    [columns, ownerOptions],\n  )\n  const searchWords = useMemo(\n    () => (filter?.field === 'name' && filter.op === 'startsWith' ? [filter.value] : []),\n    [filter],\n  )\n  const setSearchWords = useCallback(\n    (words: string[]) => {\n      const term = words.join(' ').trim()\n      if (term) setFilter({ field: 'name', op: 'startsWith', value: term })\n      else if (filter?.field === 'name' && filter.op === 'startsWith') setFilter(null)\n    },\n    [filter, setFilter],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['ownerUid'],\n    single: true,\n    keepAlongside: isNoNextActivityClause,\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  /*\n   * The grid's models are the view's (AGL-2617). The filter model shows the\n   * view's clause in the panel as a typed one would appear — the owner's\n   * stored `equals` back as the single-select `is` the panel offers — so a\n   * view opened from its address reads as filtered, not as a mystery.\n   */\n  const grid = useCrmViewGrid(views, filterColumns)\n\n  const newCompanyButton = (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      disabled={!scope}\n      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n      onClick={() => setCreateOpen(true)}\n    >\n      {'New company'}\n    </Button>\n  )\n\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        // The record actions, top right and never clipped (AGL-3311).\n        action: (\n          <CrmListActions>\n            <CompanyImportButton hostId={hostId} org={org} />\n            <Button size=\"small\" onClick={handleExport} disabled={!companies.length}>\n              {'Export CSV'}\n            </Button>\n            {newCompanyButton}\n          </CrmListActions>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The organizations your contacts belong to. Open one to see its ' +\n            'people, its deals and its open tasks, or to link a contact ' +\n            'to it.'}\n        </Typography>\n        {/* The saved view, and the clauses narrowing it as chips (AGL-3313). */}\n        <CrmListToolbar label=\"Company filters\">\n          <CrmViewsControl controller={views} allLabel=\"All companies\" />\n          <ListFilterChips\n            fields={COMPANY_GRID_FILTER_FIELDS}\n            headers={COMPANY_GRID_FILTER_HEADERS}\n            clauses={viewFilters}\n            onChange={views.setFilters}\n            options={{ ownerUid: ownerOptions }}\n            servedField={filter?.field ?? null}\n          />\n        </CrmListToolbar>\n        <CompaniesBulkBar\n          hostId={hostId}\n          scope={scope}\n          rows={companies}\n          selected={selectedIds}\n          onSelectedChange={setSelectedIds}\n          members={members}\n          csv={csvOptions}\n        />\n        <CrmColumnOrderProvider value={grid.columnOrder}>\n          <ListTable\n            rowHeight={TABLE_ROW_HEIGHT}\n            columns={grid.columns}\n            slots={CRM_LIST_SLOTS}\n            rows={companies}\n            selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n            noRowsLabel=\"No companies yet\"\n            noRowsDescription=\"A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.\"\n            noRowsAction={newCompanyButton}\n            onOpen={(id) => openCompany(String(id))}\n            // An empty table while the read is in flight reads as \"you have\n            // none\" rather than \"these are on their way\".\n            loading={!scope || status === 'loading'}\n            /*\n             * The grid must NOT also filter. The query answers it, so a client\n             * pass could only drop rows the query already matched.\n             */\n            filterMode=\"server\"\n            filterModel={gridFilter.filterModel}\n            onFilterModelChange={gridFilter.onFilterModelChange}\n            quickFilter\n            // Columns and sort are the view's, controlled (AGL-2617).\n            columnVisibilityModel={grid.columnVisibilityModel}\n            onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n            sortModel={grid.sortModel}\n            onSortModelChange={grid.onSortModelChange}\n            // Paged by the footer below, so the grid must not also slice.\n            hideFooter\n          />\n        </CrmColumnOrderProvider>\n        <ListPagination\n          page={page}\n          pageSize={pageSize}\n          rowCount={companies.length}\n          hasMore={hasMore}\n          onPageChange={setPage}\n          onPageSizeChange={setPageSize}\n        />\n      </Stack>\n      {/*\n        Mounted only while it is open, so the list pays for none of the\n        drawer's state — and a fresh mount is what seeds an empty form.\n       */}\n      {createOpen ? (\n        <CompanyEditDrawer\n          open\n          onClose={() => setCreateOpen(false)}\n          hostId={hostId}\n          org={org}\n          members={members}\n          onSaved={openCompany}\n        />\n      ) : null}\n    </CardDisplay>\n  )\n}\nCompaniesSection.displayName = 'CompaniesSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-section.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  CRM_COLLECTIONS,\n  type CrmCompany,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { listFilterColumn } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n  getGridSingleSelectOperators,\n  type GridColDef,\n} from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport {\n  COMPANY_LIST_DECLARATION,\n  COMPANY_LIST_FILTER_FIELDS,\n  COMPANY_PREFIX_SEARCH,\n} from '../constants/company-filters'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CompanyCsvOptions, companiesCsv } from '../model/companies-csv'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CompanyImportButton } from './company-import-drawer'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  /** The CRM hub URL, which every company route hangs beneath. */\n  basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/** What the companies grid's panel offers — every field the query asks. */\nconst COMPANY_GRID_FILTER_FIELDS = COMPANY_LIST_FILTER_FIELDS\nconst COMPANY_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Company',\n  ownerUid: 'Owner',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n}\n\n/**\n * `/crm/companies` — the organizations behind the people (AGL-2597).\n *\n * A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n *\n * ## What the listener carries\n *\n * Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n *\n * ## What a filter may be\n *\n * Every clause and the search word are on the one query (AGL-3321): the\n * search reads the name's and the domain's word prefixes, the name is also\n * an exact match and a prefix, the owner a choice from the roster, and \"No\n * next activity\" a `null` — each reaching the whole collection, which is\n * the property a filter must have: a company on page four is found, not\n * reported missing. `COMPANY_LIST_DECLARATION` states what the query asks.\n *\n * ## Creating is a drawer\n *\n * \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n *\n * ## Selection, the bar and the file (AGL-2621)\n *\n * The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Export CSV writes the loaded page through `companiesCsv()` —\n * the same file the bar writes over the selection, headed as the import\n * reads it — and Import CSV opens the companies drawer beside it.\n */\nexport function CompaniesSection(props: CompaniesSectionProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n  /*\n   * The team, read once for this surface: the Owner column names a person\n   * from a uid, and the create drawer picks from the same roster. One fetch\n   * serves both, which is why the drawer takes it as a prop.\n   */\n  const members = useOrgMemberOptions(orgId)\n  // The org's company fields, for the optional columns below (AGL-2661).\n  const companyFields = useContactFieldDefinitions(orgId, 'company')\n\n  /*\n   * The clauses are the saved VIEW'S (AGL-2617), beside its columns and\n   * sort; the grid's panel and the chips edit them, and the query answers\n   * every one and the search word together (AGL-3321).\n   */\n  const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n  const viewFilters = views.state.filters\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const foldsScope = useCrmFoldsScope(orgId, visibleTo)\n  const {\n    rows: companies,\n    status,\n    hasMore,\n    page,\n    setPage,\n    pageSize,\n    setPageSize,\n    plan,\n  } = useCrmListQuery<CompanyRow>({\n    scope,\n    collection: CRM_COLLECTIONS.companies,\n    visibleTo,\n    foldsScope,\n    declaration: COMPANY_LIST_DECLARATION,\n    clauses: viewFilters,\n    search: searchWords,\n    prefixSearch: COMPANY_PREFIX_SEARCH,\n  })\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const [createOpen, setCreateOpen] = useState(false)\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A filter, a search or a page is a different set of rows.\n  useEffect(() => setSelectedIds([]), [plan, page])\n  /*\n   * The owner is written by ADDRESS, because the companies import resolves\n   * an owner by email; the same options reach the bar, so the page's file\n   * and the selection's are one format.\n   */\n  const csvOptions: CompanyCsvOptions = useMemo(\n    () => ({ ownerEmail: members.emailFor }),\n    [members.emailFor],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('companies.csv', 'text/csv', companiesCsv(companies, csvOptions))\n  }, [companies, csvOptions])\n  const openCompany = useCallback(\n    (id: string) => router.push(routes.company(id)),\n    [router, routes],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Company',\n        flex: 1.6,\n        minWidth: 240,\n        ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n        valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Stack\n            sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n          >\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {row.name}\n            </Typography>\n            {row.industry ? (\n              <Typography\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ lineHeight: 1.25 }}\n                noWrap\n              >\n                {row.industry}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'domain',\n        headerName: 'Domain',\n        flex: 1,\n        minWidth: 160,\n        // Stored normalized, so it could be filtered exactly — but a domain\n        // lookup is what the company suggestion on a contact does, and a\n        // filter here would need an index of its own for one more way to\n        // find a row the name filter already finds.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.domain ? (\n            <Typography variant=\"body2\">{row.domain}</Typography>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'contactsCount',\n        headerName: 'Contacts',\n        width: 110,\n        align: 'right',\n        headerAlign: 'right',\n        /*\n         * The denormalized count every link moves (AGL-2613) — a stored\n         * number, so a page of companies costs no read per row. Absent on a\n         * company nobody has linked since the counter existed, which reads\n         * as zero; the company's own page takes the live aggregate.\n         */\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n          >\n            {Number(row.contactsCount ?? 0).toLocaleString()}\n          </Typography>\n        ),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 1,\n        minWidth: 140,\n        // Written by the drawer and the bulk bar (AGL-2621); read here, not\n        // filtered — a tag filter would need an `array-contains` index of\n        // its own beside the scope predicate.\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n        renderCell: ({ row }: { row: CompanyRow }) =>\n          row.tags?.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n              {row.tags.slice(0, 3).map((tag) => (\n                <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n              ))}\n              {row.tags.length > 3 ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`+${row.tags.length - 3}`}\n                </Typography>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          ),\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        /*\n         * A CHOICE from the roster, not a text box for a uid. The grid's\n         * single-select `is` operator is what the panel offers; the handler\n         * below maps it onto the declared field's `equals`, which the\n         * translator turns into the equality the index serves.\n         */\n        type: 'singleSelect',\n        valueOptions: members.options.map((option) => ({\n          value: option.uid,\n          label: crmMemberPickerLabel(option),\n        })),\n        filterable: members.options.length > 0,\n        filterOperators: getGridSingleSelectOperators().filter(\n          (operator) => operator.value === 'is',\n        ),\n        valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n          >\n            {row.ownerUid\n              ? members.ready\n                ? members.labelFor(row.ownerUid)\n                : '…'\n              : '—'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'updatedAt',\n        headerName: 'Updated',\n        flex: 0.8,\n        minWidth: 140,\n        filterable: false,\n        sortable: false,\n        valueGetter: (_value, row: CompanyRow) =>\n          row.updatedAt?.seconds ? new Date(row.updatedAt.seconds * 1000) : null,\n        renderCell: ({ row }: { row: CompanyRow }) => (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {row.updatedAt?.seconds\n              ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n              : '—'}\n          </Typography>\n        ),\n      },\n      // When the earliest open task against the company is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // The org's company fields as optional columns (AGL-2661), read off\n      // the row's own `custom` map the way the contacts list reads its own.\n      ...customFieldColumns(companyFields.active),\n    ],\n    [members, companyFields.active, nowMs],\n  )\n\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313); the query answers them all (AGL-3321).\n   */\n  const ownerOptions = useMemo(\n    () =>\n      members.options.map((option) => ({\n        value: option.uid,\n        label: crmMemberPickerLabel(option),\n      })),\n    [members.options],\n  )\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, COMPANY_GRID_FILTER_FIELDS, { ownerUid: ownerOptions }, COMPANY_GRID_FILTER_HEADERS),\n    [columns, ownerOptions],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['ownerUid'],\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: COMPANY_GRID_FILTER_FIELDS,\n        headers: COMPANY_GRID_FILTER_HEADERS,\n        options: { ownerUid: ownerOptions },\n      }),\n    [plan.refused, ownerOptions],\n  )\n  /*\n   * The grid's models are the view's (AGL-2617). The filter model shows the\n   * view's clause in the panel as a typed one would appear — the owner's\n   * stored `equals` back as the single-select `is` the panel offers — so a\n   * view opened from its address reads as filtered, not as a mystery.\n   */\n  const grid = useCrmViewGrid(views, filterColumns)\n\n  /** Whether anything narrows the list, so an empty one is \"no match\", not \"none yet\". */\n  const narrowed = viewFilters.length > 0 || searchWords.some((word) => word.trim())\n\n  const newCompanyButton = (\n    <Button\n      size=\"small\"\n      variant=\"contained\"\n      color=\"primary\"\n      disabled={!scope}\n      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n      onClick={() => setCreateOpen(true)}\n    >\n      {'New company'}\n    </Button>\n  )\n\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        // The record actions, top right and never clipped (AGL-3311).\n        action: (\n          <CrmListActions>\n            <CompanyImportButton hostId={hostId} org={org} />\n            <Button size=\"small\" onClick={handleExport} disabled={!companies.length}>\n              {'Export CSV'}\n            </Button>\n            {newCompanyButton}\n          </CrmListActions>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The organizations your contacts belong to. Open one to see its ' +\n            'people, its deals and its open tasks, or to link a contact ' +\n            'to it.'}\n        </Typography>\n        {/* The saved view, and the clauses narrowing it as chips (AGL-3313). */}\n        <CrmListToolbar label=\"Company filters\">\n          <CrmViewsControl controller={views} allLabel=\"All companies\" />\n          <ListFilterChips\n            fields={COMPANY_GRID_FILTER_FIELDS}\n            headers={COMPANY_GRID_FILTER_HEADERS}\n            clauses={viewFilters}\n            onChange={views.setFilters}\n            options={{ ownerUid: ownerOptions }}\n            marksServed={false}\n          />\n        </CrmListToolbar>\n        <ListQueryNotices refused={refused} notices={plan.notices} />\n        <CompaniesBulkBar\n          hostId={hostId}\n          scope={scope}\n          rows={companies}\n          selected={selectedIds}\n          onSelectedChange={setSelectedIds}\n          members={members}\n          csv={csvOptions}\n        />\n        <CrmColumnOrderProvider value={grid.columnOrder}>\n          <ListTable\n            rowHeight={TABLE_ROW_HEIGHT}\n            columns={grid.columns}\n            slots={CRM_LIST_SLOTS}\n            rows={companies}\n            selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n            noRowsLabel={narrowed ? 'No companies match these filters' : 'No companies yet'}\n            noRowsDescription={\n              narrowed\n                ? undefined\n                : 'A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.'\n            }\n            noRowsAction={narrowed ? undefined : newCompanyButton}\n            onOpen={(id) => openCompany(String(id))}\n            // An empty table while the read is in flight reads as \"you have\n            // none\" rather than \"these are on their way\".\n            loading={!scope || status === 'loading'}\n            /*\n             * The grid must NOT also filter. The query answers it, so a client\n             * pass could only drop rows the query already matched (AGL-3321).\n             */\n            filterMode=\"server\"\n            filterModel={gridFilter.filterModel}\n            onFilterModelChange={gridFilter.onFilterModelChange}\n            quickFilter\n            // Columns and sort are the view's, controlled (AGL-2617).\n            columnVisibilityModel={grid.columnVisibilityModel}\n            onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n            sortModel={grid.sortModel}\n            onSortModelChange={grid.onSortModelChange}\n            // Paged by the footer below, so the grid must not also slice.\n            hideFooter\n          />\n        </CrmColumnOrderProvider>\n        <ListPagination\n          page={page}\n          pageSize={pageSize}\n          rowCount={companies.length}\n          hasMore={hasMore}\n          onPageChange={setPage}\n          onPageSizeChange={setPageSize}\n        />\n      </Stack>\n      {/*\n        Mounted only while it is open, so the list pays for none of the\n        drawer's state — and a fresh mount is what seeds an empty form.\n       */}\n      {createOpen ? 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package/src/lib/components/company-edit-drawer.js

@@ -15,8 +15,9 @@
  * limitations under the License.
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
+import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_without_properties_loose";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { createResourceUid, CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE, pluginDocsHelp, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { createResourceUid, CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE, crmNewRecordListFields, pluginDocsHelp, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, HelpTip, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
@@ -33,6 +34,7 @@ import { companyDraftFields, companyDraftFrom, EMPTY_COMPANY_DRAFT } from "../mo
 import { crmCustomDraftDocument, crmCustomDraftMissingRequired, crmCustomDraftValue, crmCustomDraftWrites } from "../model/crm-custom-draft.js";
 import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
+import { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
 const ADDRESS_FIELDS = [
     {
         key: 'line1',
@@ -163,10 +165,17 @@ const ADDRESS_FIELDS = [
                     unreadable: (_ref = seed == null ? void 0 : seed.unreadable) != null ? _ref : false,
                     fromCache: (_ref1 = seed == null ? void 0 : seed.fromCache) != null ? _ref1 : false
                 }, async ()=>{
-                    await updateDoc(ref, _extends({}, result.set, Object.fromEntries(result.cleared.map((field)=>[
+                    const cleared = Object.fromEntries(result.cleared.map((field)=>[
                             field,
                             deleteField()
-                        ])), crmCustomDraftWrites(storedCustom, custom), {
+                        ]));
+                    // The stored record the list fields are computed from: the row
+                    // without the id the listener stamped on it.
+                    const { $id: _rowId } = company, stored = _object_without_properties_loose(company, [
+                        "$id"
+                    ]);
+                    const searchFields = crmClientListFields('companies', stored, _extends({}, result.set, cleared), CRM_CLIENT_SEARCH_FIELDS);
+                    await updateDoc(ref, _extends({}, result.set, cleared, searchFields, crmCustomDraftWrites(storedCustom, custom), {
                         updatedAt: serverTimestamp()
                     }));
                 });
@@ -185,7 +194,11 @@ const ADDRESS_FIELDS = [
                 if (!createHostId) return;
                 await setDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id), _extends({}, result.set, customDocument ? {
                     custom: customDocument
-                } : {}, {
+                } : {}, crmNewRecordListFields('companies', _extends({}, result.set, {
+                    visibleTo: [
+                        ...createTokens
+                    ]
+                })), {
                     /*
              * The scope every CRM creator stamps: the whole org when the org
              * shares by default, and otherwise the sites that present as one

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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