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

package/src/lib/components/company-properties-card.js

@@ -166,21 +166,50 @@ import { useCrmApi } from "./use-crm-api.js";
         {
             label: 'Notes',
             value: company.notes
-        },
-        ...fields.active.map((definition)=>{
-            var _company_custom;
-            const text = formatContactCustomValue(definition, (_company_custom = company.custom) == null ? void 0 : _company_custom[definition.key]);
-            return {
-                label: definition.label || definition.key,
-                value: text && definition.type === 'url' ? /*#__PURE__*/ _jsx(Link, {
-                    href: text,
-                    target: "_blank",
-                    rel: "noreferrer noopener",
-                    children: text
-                }) : text
-            };
-        })
+        }
     ];
+    // The org's own company fields (AGL-2661), after the built-in ones under
+    // "More fields", as a record's Details keep them; none defined, none drawn.
+    const moreRows = fields.active.map((definition)=>{
+        var _company_custom;
+        const text = formatContactCustomValue(definition, (_company_custom = company.custom) == null ? void 0 : _company_custom[definition.key]);
+        return {
+            label: definition.label || definition.key,
+            value: text && definition.type === 'url' ? /*#__PURE__*/ _jsx(Link, {
+                href: text,
+                target: "_blank",
+                rel: "noreferrer noopener",
+                children: text
+            }) : text
+        };
+    });
+    const factRows = (list)=>list.map((row)=>/*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 2,
+                sx: {
+                    alignItems: 'baseline'
+                },
+                children: [
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "caption",
+                        color: "text.secondary",
+                        sx: {
+                            minWidth: 96,
+                            flexShrink: 0
+                        },
+                        children: row.label
+                    }),
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        color: row.value ? 'text.primary' : 'text.secondary',
+                        sx: {
+                            whiteSpace: 'pre-wrap',
+                            overflowWrap: 'anywhere'
+                        },
+                        children: row.value || '—'
+                    })
+                ]
+            }, row.label));
     return /*#__PURE__*/ _jsxs(CrmRecordHeader, {
         kind: "Company",
         title: String(company.name || company.$id),
@@ -240,35 +269,23 @@ import { useCrmApi } from "./use-crm-api.js";
             ]
         }),
         children: [
-            /*#__PURE__*/ _jsx(Stack, {
+            /*#__PURE__*/ _jsxs(Stack, {
                 spacing: 1,
-                children: rows.map((row)=>/*#__PURE__*/ _jsxs(Stack, {
-                        direction: "row",
-                        spacing: 2,
-                        sx: {
-                            alignItems: 'baseline'
-                        },
+                children: [
+                    factRows(rows),
+                    moreRows.length ? /*#__PURE__*/ _jsxs(_Fragment, {
                         children: [
                             /*#__PURE__*/ _jsx(Typography, {
-                                variant: "caption",
-                                color: "text.secondary",
+                                variant: "subtitle2",
                                 sx: {
-                                    minWidth: 96,
-                                    flexShrink: 0
+                                    pt: 1
                                 },
-                                children: row.label
+                                children: 'More fields'
                             }),
-                            /*#__PURE__*/ _jsx(Typography, {
-                                variant: "body2",
-                                color: row.value ? 'text.primary' : 'text.secondary',
-                                sx: {
-                                    whiteSpace: 'pre-wrap',
-                                    overflowWrap: 'anywhere'
-                                },
-                                children: row.value || '—'
-                            })
+                            factRows(moreRows)
                         ]
-                    }, row.label))
+                    }) : null
+                ]
             }),
             editing ? /*#__PURE__*/ _jsx(CompanyEditDrawer, {
                 open: true,

package/src/lib/components/company-properties-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type CrmCompany,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { Button, Link, Stack, Typography } from '@mui/material'\nimport { type ReactNode, useCallback, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport type { CrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { COMPANY_DETACH_LIMIT } from '../model/companies'\nimport {\n  companyDeleteFailureMessage,\n  deleteCompanyThroughRoute,\n} from '../model/company-delete'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { useCrmApi } from './use-crm-api'\n\nexport interface CompanyPropertiesCardProps {\n  company: Partial<CrmCompany> & { $id: string }\n  /** Whether the document the card holds is server-confirmed. */\n  seed: { fromCache: boolean; unreadable: boolean }\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  crmScope: CrmScope\n  members: OrgMemberOptions\n  routes: CrmRoutes\n  /** Called once the record is gone, so the page can leave it. */\n  onDeleted: () => void\n}\n\n/** A postal address on one line, or nothing. */\nfunction formatAddress(address: AglynPostalAddress | null | undefined): string {\n  if (!address) return ''\n  return [\n    address.line1,\n    address.line2,\n    [address.city, address.state].filter(Boolean).join(', '),\n    address.postalCode,\n    address.country,\n  ]\n    .map((part) => String(part ?? '').trim())\n    .filter(Boolean)\n    .join(' · ')\n}\n\n/**\n * WHAT A COMPANY IS: its fields, read off the one document the page holds,\n * with the edit and the delete beside them (AGL-2597).\n *\n * ## Edit is the create drawer\n *\n * The same form the list creates with, opened on the record. One form means\n * one set of refusals — a domain that is not a domain is refused the same\n * way on day one and on a rename — and one place to add a field.\n *\n * ## Delete is a DETACH first\n *\n * `crm/company-delete` — the route the bulk bar calls per row as well —\n * unlinks the contacts that name this company before removing it, bounded\n * at {@link COMPANY_DETACH_LIMIT} per pass and honest past it: the company\n * stands, and the person is told more remain. The unlink clears each\n * holder's facet that named the company, which is the server's to write\n * (AGL-2804). What this card adds is the confirm, the sentence for each\n * outcome, and leaving the page once the record is gone.\n */\nexport function CompanyPropertiesCard(props: CompanyPropertiesCardProps) {\n  const {\n    company,\n    seed,\n    hostId,\n    org,\n    crmScope,\n    members,\n    routes,\n    onDeleted,\n  } = props\n  const { scope } = crmScope\n  const callCrm = useCrmApi(hostId)\n  const { confirm } = useConfirmationContext()\n  const { enqueueSnackbar } = useSnackbar()\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the company's own site would face\n  // a gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's company fields (AGL-2661): one row each under the fixed\n  // ones, read by type the way the list's columns read them.\n  const fields = useContactFieldDefinitions(crmScope.orgId, 'company')\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || deleting) return\n    const name = String(company.name ?? company.$id)\n    const accepted = await confirm({\n      title: 'Delete this company?',\n      description:\n        `\"${name}\" is removed from Companies and unlinked from every ` +\n        'contact at it. The contacts themselves are kept, and so is ' +\n        'anything else filed against the company.',\n      confirmationText: 'Delete company',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel, so gating\n      // on the resolved value alone would make this always return.\n      .then(() => true)\n      .catch(() => false)\n    if (!accepted) return\n    setDeleting(true)\n    try {\n      const outcome = await deleteCompanyThroughRoute(callCrm, company.$id)\n      if (!outcome.deleted) {\n        enqueueSnackbar(\n          `${COMPANY_DETACH_LIMIT.toLocaleString()} contacts were unlinked ` +\n            `from \"${name}\" and more remain. Delete again to continue.`,\n          { variant: 'warning' },\n        )\n        return\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.\n      logActivity('Deleted company', { type: 'company', id: company.$id, name })\n      enqueueSnackbar(\n        outcome.detached\n          ? `Company deleted and unlinked from ${outcome.detached.toLocaleString()} ` +\n              `contact${outcome.detached === 1 ? '' : 's'}`\n          : 'Company deleted',\n        { variant: 'success', persist: false },\n      )\n      onDeleted()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(companyDeleteFailureMessage(error), {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setDeleting(false)\n    }\n  }, [scope, deleting, company, confirm, callCrm, logActivity, enqueueSnackbar, onDeleted])\n\n  const address = formatAddress(company.address)\n  // The domain, the industry and the owner read on the header — the\n  // subtitle and the chip row — so the rows list what is left.\n  const rows: Array<{ label: string; value: ReactNode }> = [\n    {\n      label: 'Website',\n      value: company.website ? (\n        <Link href={company.website} target=\"_blank\" rel=\"noreferrer noopener\">\n          {company.website}\n        </Link>\n      ) : null,\n    },\n    // Callable in one tap (AGL-2661); plain text for a value no dialer takes.\n    { label: 'Phone', value: <CrmPhoneLink phone={company.phone} /> },\n    { label: 'Address', value: address },\n    { label: 'Tags', value: (company.tags ?? []).join(', ') },\n    { label: 'Notes', value: company.notes },\n    ...fields.active.map((definition) => {\n      const text = formatContactCustomValue(definition, company.custom?.[definition.key])\n      return {\n        label: definition.label || definition.key,\n        value:\n          text && definition.type === 'url' ? (\n            <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n              {text}\n            </Link>\n          ) : (\n            text\n          ),\n      }\n    }),\n  ]\n\n  return (\n    <CrmRecordHeader\n      kind=\"Company\"\n      title={String(company.name || company.$id)}\n      subtitle={company.domain}\n      help={pluginDocsHelp('companies', { anchor: '#a-companys-page' })}\n      backHref={routes.section('companies')}\n      backLabel=\"Back to companies\"\n      actions={\n        <>\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ companyId: company.$id }}\n            phone={company.phone}\n          />\n          <Button\n            size=\"small\"\n            color=\"primary\"\n            variant=\"outlined\"\n            startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n            onClick={() => setEditing(true)}\n          >\n            {'Edit'}\n          </Button>\n        </>\n      }\n      menuItems={[\n        {\n          key: 'delete',\n          label: deleting ? 'Deleting…' : 'Delete company',\n          icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n          destructive: true,\n          disabled: !scope || deleting,\n          disabledReason: deleting ? 'The company is being deleted' : 'The organization has not loaded',\n          onClick: () => void handleDelete(),\n        },\n      ]}\n      chips={\n        <>\n          <CrmRecordChip label=\"Industry\" value={company.industry} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={\n              company.ownerUid\n                ? members.ready\n                  ? members.labelFor(company.ownerUid)\n                  : '…'\n                : undefined\n            }\n          />\n        </>\n      }\n    >\n      <Stack spacing={1}>\n        {rows.map((row) => (\n          <Stack\n            key={row.label}\n            direction=\"row\"\n            spacing={2}\n            sx={{ alignItems: 'baseline' }}\n          >\n            <Typography\n              variant=\"caption\"\n              color=\"text.secondary\"\n              sx={{ minWidth: 96, flexShrink: 0 }}\n            >\n              {row.label}\n            </Typography>\n            <Typography\n              variant=\"body2\"\n              color={row.value ? 'text.primary' : 'text.secondary'}\n              sx={{ whiteSpace: 'pre-wrap', overflowWrap: 'anywhere' }}\n            >\n              {row.value || '—'}\n            </Typography>\n          </Stack>\n        ))}\n      </Stack>\n      {editing ? (\n        <CompanyEditDrawer\n          open\n          onClose={() => setEditing(false)}\n          hostId={hostId}\n          org={org}\n          company={company}\n          seed={seed}\n          members={members}\n          onSaved={() => setEditing(false)}\n        />\n      ) : null}\n    </CrmRecordHeader>\n  )\n}\nCompanyPropertiesCard.displayName = 'CompanyPropertiesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type CrmCompany,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { Button, Link, Stack, Typography } from '@mui/material'\nimport { type ReactNode, useCallback, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport type { CrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { COMPANY_DETACH_LIMIT } from '../model/companies'\nimport {\n  companyDeleteFailureMessage,\n  deleteCompanyThroughRoute,\n} from '../model/company-delete'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { useCrmApi } from './use-crm-api'\n\nexport interface CompanyPropertiesCardProps {\n  company: Partial<CrmCompany> & { $id: string }\n  /** Whether the document the card holds is server-confirmed. */\n  seed: { fromCache: boolean; unreadable: boolean }\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  crmScope: CrmScope\n  members: OrgMemberOptions\n  routes: CrmRoutes\n  /** Called once the record is gone, so the page can leave it. */\n  onDeleted: () => void\n}\n\n/** A postal address on one line, or nothing. */\nfunction formatAddress(address: AglynPostalAddress | null | undefined): string {\n  if (!address) return ''\n  return [\n    address.line1,\n    address.line2,\n    [address.city, address.state].filter(Boolean).join(', '),\n    address.postalCode,\n    address.country,\n  ]\n    .map((part) => String(part ?? '').trim())\n    .filter(Boolean)\n    .join(' · ')\n}\n\n/**\n * WHAT A COMPANY IS: its fields, read off the one document the page holds,\n * with the edit and the delete beside them (AGL-2597).\n *\n * ## Edit is the create drawer\n *\n * The same form the list creates with, opened on the record. One form means\n * one set of refusals — a domain that is not a domain is refused the same\n * way on day one and on a rename — and one place to add a field.\n *\n * ## Delete is a DETACH first\n *\n * `crm/company-delete` — the route the bulk bar calls per row as well —\n * unlinks the contacts that name this company before removing it, bounded\n * at {@link COMPANY_DETACH_LIMIT} per pass and honest past it: the company\n * stands, and the person is told more remain. The unlink clears each\n * holder's facet that named the company, which is the server's to write\n * (AGL-2804). What this card adds is the confirm, the sentence for each\n * outcome, and leaving the page once the record is gone.\n */\nexport function CompanyPropertiesCard(props: CompanyPropertiesCardProps) {\n  const {\n    company,\n    seed,\n    hostId,\n    org,\n    crmScope,\n    members,\n    routes,\n    onDeleted,\n  } = props\n  const { scope } = crmScope\n  const callCrm = useCrmApi(hostId)\n  const { confirm } = useConfirmationContext()\n  const { enqueueSnackbar } = useSnackbar()\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the company's own site would face\n  // a gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's company fields (AGL-2661): one row each under the fixed\n  // ones, read by type the way the list's columns read them.\n  const fields = useContactFieldDefinitions(crmScope.orgId, 'company')\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || deleting) return\n    const name = String(company.name ?? company.$id)\n    const accepted = await confirm({\n      title: 'Delete this company?',\n      description:\n        `\"${name}\" is removed from Companies and unlinked from every ` +\n        'contact at it. The contacts themselves are kept, and so is ' +\n        'anything else filed against the company.',\n      confirmationText: 'Delete company',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel, so gating\n      // on the resolved value alone would make this always return.\n      .then(() => true)\n      .catch(() => false)\n    if (!accepted) return\n    setDeleting(true)\n    try {\n      const outcome = await deleteCompanyThroughRoute(callCrm, company.$id)\n      if (!outcome.deleted) {\n        enqueueSnackbar(\n          `${COMPANY_DETACH_LIMIT.toLocaleString()} contacts were unlinked ` +\n            `from \"${name}\" and more remain. Delete again to continue.`,\n          { variant: 'warning' },\n        )\n        return\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.\n      logActivity('Deleted company', { type: 'company', id: company.$id, name })\n      enqueueSnackbar(\n        outcome.detached\n          ? `Company deleted and unlinked from ${outcome.detached.toLocaleString()} ` +\n              `contact${outcome.detached === 1 ? '' : 's'}`\n          : 'Company deleted',\n        { variant: 'success', persist: false },\n      )\n      onDeleted()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(companyDeleteFailureMessage(error), {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setDeleting(false)\n    }\n  }, [scope, deleting, company, confirm, callCrm, logActivity, enqueueSnackbar, onDeleted])\n\n  const address = formatAddress(company.address)\n  // The domain, the industry and the owner read on the header — the\n  // subtitle and the chip row — so the rows list what is left.\n  const rows: Array<{ label: string; value: ReactNode }> = [\n    {\n      label: 'Website',\n      value: company.website ? (\n        <Link href={company.website} target=\"_blank\" rel=\"noreferrer noopener\">\n          {company.website}\n        </Link>\n      ) : null,\n    },\n    // Callable in one tap (AGL-2661); plain text for a value no dialer takes.\n    { label: 'Phone', value: <CrmPhoneLink phone={company.phone} /> },\n    { label: 'Address', value: address },\n    { label: 'Tags', value: (company.tags ?? []).join(', ') },\n    { label: 'Notes', value: company.notes },\n  ]\n  // The org's own company fields (AGL-2661), after the built-in ones under\n  // \"More fields\", as a record's Details keep them; none defined, none drawn.\n  const moreRows: Array<{ label: string; value: ReactNode }> = fields.active.map(\n    (definition) => {\n      const text = formatContactCustomValue(definition, company.custom?.[definition.key])\n      return {\n        label: definition.label || definition.key,\n        value:\n          text && definition.type === 'url' ? (\n            <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n              {text}\n            </Link>\n          ) : (\n            text\n          ),\n      }\n    },\n  )\n  const factRows = (list: Array<{ label: string; value: ReactNode }>) =>\n    list.map((row) => (\n      <Stack\n        key={row.label}\n        direction=\"row\"\n        spacing={2}\n        sx={{ alignItems: 'baseline' }}\n      >\n        <Typography\n          variant=\"caption\"\n          color=\"text.secondary\"\n          sx={{ minWidth: 96, flexShrink: 0 }}\n        >\n          {row.label}\n        </Typography>\n        <Typography\n          variant=\"body2\"\n          color={row.value ? 'text.primary' : 'text.secondary'}\n          sx={{ whiteSpace: 'pre-wrap', overflowWrap: 'anywhere' }}\n        >\n          {row.value || '—'}\n        </Typography>\n      </Stack>\n    ))\n\n  return (\n    <CrmRecordHeader\n      kind=\"Company\"\n      title={String(company.name || company.$id)}\n      subtitle={company.domain}\n      help={pluginDocsHelp('companies', { anchor: '#a-companys-page' })}\n      backHref={routes.section('companies')}\n      backLabel=\"Back to companies\"\n      actions={\n        <>\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ companyId: company.$id }}\n            phone={company.phone}\n          />\n          <Button\n            size=\"small\"\n            color=\"primary\"\n            variant=\"outlined\"\n            startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n            onClick={() => setEditing(true)}\n          >\n            {'Edit'}\n          </Button>\n        </>\n      }\n      menuItems={[\n        {\n          key: 'delete',\n          label: deleting ? 'Deleting…' : 'Delete company',\n          icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n          destructive: true,\n          disabled: !scope || deleting,\n          disabledReason: deleting ? 'The company is being deleted' : 'The organization has not loaded',\n          onClick: () => void handleDelete(),\n        },\n      ]}\n      chips={\n        <>\n          <CrmRecordChip label=\"Industry\" value={company.industry} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={\n              company.ownerUid\n                ? members.ready\n                  ? members.labelFor(company.ownerUid)\n                  : '…'\n                : undefined\n            }\n          />\n        </>\n      }\n    >\n      <Stack spacing={1}>\n        {factRows(rows)}\n        {moreRows.length ? (\n          <>\n            <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n              {'More fields'}\n            </Typography>\n            {factRows(moreRows)}\n          </>\n        ) : null}\n      </Stack>\n      {editing ? (\n        <CompanyEditDrawer\n          open\n          onClose={() => setEditing(false)}\n          hostId={hostId}\n          org={org}\n          company={company}\n          seed={seed}\n          members={members}\n          onSaved={() => setEditing(false)}\n        />\n      ) : null}\n    </CrmRecordHeader>\n  )\n}\nCompanyPropertiesCard.displayName = 'CompanyPropertiesCard'\n\nexport default CompanyPropertiesCard\n"],"names":["pluginDocsHelp","mdiDeleteOutline","mdiPencilOutline","MdiIcon","useConfirmationContext","useSnackbar","Button","Link","Stack","Typography","useCallback","useState","useContactFieldDefinitions","useCrmActivityLogger","COMPANY_DETACH_LIMIT","companyDeleteFailureMessage","deleteCompanyThroughRoute","CompanyEditDrawer","formatContactCustomValue","CrmCallButton","CrmPhoneLink","CrmRecordChip","CrmRecordHeader","useCrmApi","formatAddress","address","line1","line2","city","state","filter","Boolean","join","postalCode","country","map","part","String","trim","CompanyPropertiesCard","props","company","seed","hostId","org","crmScope","members","routes","onDeleted","scope","callCrm","confirm","enqueueSnackbar","logActivity","editing","setEditing","deleting","setDeleting","fields","orgId","handleDelete","name","$id","accepted","title","description","confirmationText","confirmationButtonProps","color","then","catch","outcome","deleted","toLocaleString","variant","type","id","detached","persist","error","console","allowDuplicate","rows","label","value","website","href","target","rel","phone","tags","notes","moreRows","active","definition","text","custom","key","factRows","list","row","direction","spacing","sx","alignItems","minWidth","flexShrink","whiteSpace","overflowWrap","kind","subtitle","domain","help","anchor","backHref","section","backLabel","actions","link","companyId","size","startIcon","path","onClick","menuItems","icon","destructive","disabled","disabledReason","chips","industry","ownerUid","ready","labelFor","undefined","length","pt","open","onClose","onSaved","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAIEA,cAAc,QACT,eAAc;AACrB,SAASC,gBAAgB,EAAEC,gBAAgB,QAAQ,yBAAwB;AAC3E,SAASC,OAAO,EAAEC,sBAAsB,QAAQ,uBAAsB;AACtE,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC/D,SAAyBC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7D,SAASC,0BAA0B,QAAQ,4CAAwC;AACnF,SAASC,oBAAoB,QAAQ,sCAAkC;AAGvE,SAASC,oBAAoB,QAAQ,wBAAoB;AACzD,SACEC,2BAA2B,EAC3BC,yBAAyB,QACpB,6BAAyB;AAEhC,OAAOC,uBAAuB,2BAAuB;AACrD,SAASC,wBAAwB,QAAQ,8BAA0B;AACnE,SAASC,aAAa,EAAEC,YAAY,QAAQ,wBAAoB;AAChE,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,SAAS,QAAQ,mBAAe;AAgBzC,8CAA8C,GAC9C,SAASC,cAAcC,OAA8C;IACnE,IAAI,CAACA,SAAS,OAAO;IACrB,OAAO;QACLA,QAAQC,KAAK;QACbD,QAAQE,KAAK;QACb;YAACF,QAAQG,IAAI;YAAEH,QAAQI,KAAK;SAAC,CAACC,MAAM,CAACC,SAASC,IAAI,CAAC;QACnDP,QAAQQ,UAAU;QAClBR,QAAQS,OAAO;KAChB,CACEC,GAAG,CAAC,CAACC,OAASC,OAAOD,eAAAA,OAAQ,IAAIE,IAAI,IACrCR,MAAM,CAACC,SACPC,IAAI,CAAC;AACV;AAEA;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASO,sBAAsBC,KAAiC;QA4F1CC;IA3F3B,MAAM,EACJA,OAAO,EACPC,IAAI,EACJC,MAAM,EACNC,GAAG,EACHC,QAAQ,EACRC,OAAO,EACPC,MAAM,EACNC,SAAS,EACV,GAAGR;IACJ,MAAM,EAAES,KAAK,EAAE,GAAGJ;IAClB,MAAMK,UAAU3B,UAAUoB;IAC1B,MAAM,EAAEQ,OAAO,EAAE,GAAG/C;IACpB,MAAM,EAAEgD,eAAe,EAAE,GAAG/C;IAC5B,uEAAuE;IACvE,yEAAyE;IACzE,yEAAyE;IACzE,6CAA6C;IAC7C,MAAMgD,cAAcxC,qBAAqB8B;IACzC,MAAM,CAACW,SAASC,WAAW,GAAG5C,SAAS;IACvC,MAAM,CAAC6C,UAAUC,YAAY,GAAG9C,SAAS;IACzC,oEAAoE;IACpE,2DAA2D;IAC3D,MAAM+C,SAAS9C,2BAA2BiC,SAASc,KAAK,EAAE;IAE1D,MAAMC,eAAelD,YAAY;YAEX+B;QADpB,IAAI,CAACQ,SAASO,UAAU;QACxB,MAAMK,OAAOxB,QAAOI,gBAAAA,QAAQoB,IAAI,YAAZpB,gBAAgBA,QAAQqB,GAAG;QAC/C,MAAMC,WAAW,MAAMZ,QAAQ;YAC7Ba,OAAO;YACPC,aACE,CAAC,CAAC,EAAEJ,KAAK,oDAAoD,CAAC,GAC9D,gEACA;YACFK,kBAAkB;YAClBC,yBAAyB;gBAAEC,OAAO;YAAQ;QAC5C,EACE,oEAAoE;QACpE,6DAA6D;SAC5DC,IAAI,CAAC,IAAM,MACXC,KAAK,CAAC,IAAM;QACf,IAAI,CAACP,UAAU;QACfN,YAAY;QACZ,IAAI;YACF,MAAMc,UAAU,MAAMvD,0BAA0BkC,SAAST,QAAQqB,GAAG;YACpE,IAAI,CAACS,QAAQC,OAAO,EAAE;gBACpBpB,gBACE,GAAGtC,qBAAqB2D,cAAc,GAAG,wBAAwB,CAAC,GAChE,CAAC,MAAM,EAAEZ,KAAK,4CAA4C,CAAC,EAC7D;oBAAEa,SAAS;gBAAU;gBAEvB;YACF;YACA,iEAAiE;YACjE,mEAAmE;YACnE,YAAY;YACZrB,YAAY,mBAAmB;gBAAEsB,MAAM;gBAAWC,IAAInC,QAAQqB,GAAG;gBAAED;YAAK;YACxET,gBACEmB,QAAQM,QAAQ,GACZ,CAAC,kCAAkC,EAAEN,QAAQM,QAAQ,CAACJ,cAAc,GAAG,CAAC,CAAC,GACvE,CAAC,OAAO,EAAEF,QAAQM,QAAQ,KAAK,IAAI,KAAK,KAAK,GAC/C,mBACJ;gBAAEH,SAAS;gBAAWI,SAAS;YAAM;YAEvC9B;QACF,EAAE,OAAO+B,OAAO;YACdC,QAAQD,KAAK,CAACA;YACd3B,gBAAgBrC,4BAA4BgE,QAAQ;gBAClDL,SAAS;gBACTO,gBAAgB;YAClB;QACF,SAAU;YACRxB,YAAY;QACd;IACF,GAAG;QAACR;QAAOO;QAAUf;QAASU;QAASD;QAASG;QAAaD;QAAiBJ;KAAU;IAExF,MAAMvB,UAAUD,cAAciB,QAAQhB,OAAO;IAC7C,kEAAkE;IAClE,6DAA6D;IAC7D,MAAMyD,OAAmD;QACvD;YACEC,OAAO;YACPC,OAAO3C,QAAQ4C,OAAO,iBACpB,KAAC9E;gBAAK+E,MAAM7C,QAAQ4C,OAAO;gBAAEE,QAAO;gBAASC,KAAI;0BAC9C/C,QAAQ4C,OAAO;iBAEhB;QACN;QACA,0EAA0E;QAC1E;YAAEF,OAAO;YAASC,qBAAO,KAAChE;gBAAaqE,OAAOhD,QAAQgD,KAAK;;QAAK;QAChE;YAAEN,OAAO;YAAWC,OAAO3D;QAAQ;QACnC;YAAE0D,OAAO;YAAQC,OAAO,EAAC3C,gBAAAA,QAAQiD,IAAI,YAAZjD,gBAAgB,EAAE,EAAET,IAAI,CAAC;QAAM;QACxD;YAAEmD,OAAO;YAASC,OAAO3C,QAAQkD,KAAK;QAAC;KACxC;IACD,yEAAyE;IACzE,4EAA4E;IAC5E,MAAMC,WAAuDlC,OAAOmC,MAAM,CAAC1D,GAAG,CAC5E,CAAC2D;YACmDrD;QAAlD,MAAMsD,OAAO7E,yBAAyB4E,aAAYrD,kBAAAA,QAAQuD,MAAM,qBAAdvD,eAAgB,CAACqD,WAAWG,GAAG,CAAC;QAClF,OAAO;YACLd,OAAOW,WAAWX,KAAK,IAAIW,WAAWG,GAAG;YACzCb,OACEW,QAAQD,WAAWnB,IAAI,KAAK,sBAC1B,KAACpE;gBAAK+E,MAAMS;gBAAMR,QAAO;gBAASC,KAAI;0BACnCO;iBAGHA;Q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package/src/lib/components/contact-associations-card.d.ts

@@ -45,8 +45,9 @@ export interface ContactAssociationsCardProps {
  *    lists and each email's own picker, and the helper says so where a
  *    reader would otherwise assume the opposite.
  *
- * The filing is the one editable thing here and has its own Save, through
- * the same stale-seed guard the properties card uses: a campaign membership
+ * The filing is the one editable thing here and has its own **Save filing**
+ * in the card header, through the same stale-seed guard the properties card
+ * uses: a campaign membership
  * written over a cached read could revert somebody else's filing. The save
  * goes to `crm/contact-update` (AGL-2804), because the filing is this
  * holder's facet and a facet is the server's to write; like every field that

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

@@ -54,8 +54,9 @@ import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
  *    lists and each email's own picker, and the helper says so where a
  *    reader would otherwise assume the opposite.
  *
- * The filing is the one editable thing here and has its own Save, through
- * the same stale-seed guard the properties card uses: a campaign membership
+ * The filing is the one editable thing here and has its own **Save filing**
+ * in the card header, through the same stale-seed guard the properties card
+ * uses: a campaign membership
  * written over a cached read could revert somebody else's filing. The save
  * goes to `crm/contact-update` (AGL-2804), because the filing is this
  * holder's facet and a facet is the server's to write; like every field that
@@ -181,6 +182,15 @@ import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
         }),
         contentGutterX: true,
         contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(Button, {
+                size: "small",
+                variant: "outlined",
+                disabled: saving || siteCampaigns.ready && !siteCampaigns.options.length,
+                onClick: ()=>void handleSaveFiling(),
+                children: saving ? 'Saving…' : 'Save filing'
+            })
+        },
         children: /*#__PURE__*/ _jsxs(Stack, {
             spacing: 2,
             children: [
@@ -296,16 +306,6 @@ import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
                     helperText: "Your own filing. It never adds anyone to a send — a campaign mails its lists.",
                     empty: siteCampaigns.ready && !siteCampaigns.options.length,
                     emptyText: hostId ? 'This site has no campaigns yet.' : 'There are no campaigns yet.'
-                }),
-                /*#__PURE__*/ _jsx(Stack, {
-                    direction: "row",
-                    children: /*#__PURE__*/ _jsx(Button, {
-                        size: "small",
-                        variant: "outlined",
-                        disabled: saving || siteCampaigns.ready && !siteCampaigns.options.length,
-                        onClick: ()=>void handleSaveFiling(),
-                        children: saving ? 'Saving…' : 'Save filing'
-                    })
                 })
             ]
         })

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own Save, through\n * the same stale-seed guard the properties card uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId || !orgId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'orgs', orgId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The campaigns, read because this page IS the ask: one picker on one\n   * record, and nothing in the list ever paid for the campaign list. Under\n   * a site, the ones placed on it; at the organization level, every one.\n   */\n  const siteCampaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? 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'Saving…' : 'Save filing'}\n          </Button>\n        </Stack>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own **Save filing**\n * in the card header, through the same stale-seed guard the properties card\n * uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId || !orgId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'orgs', orgId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The campaigns, read because this page IS the ask: one picker on one\n   * record, and nothing in the list ever paid for the campaign list. Under\n   * a site, the ones placed on it; at the organization level, every one.\n   */\n  const siteCampaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText={hostId ? 'This site has no campaigns yet.' : 'There are no campaigns yet.'}\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default ContactAssociationsCard\n"],"names":["Aglyn","CONTACT_SOURCE_LABELS","MARKETING_BASIS_LABELS","readMarketingBasis","personKeyInBrowser","CrmRecordAttributionZone","CampaignPicker","AppLink","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Chip","Divider","Stack","Typography","doc","getDoc","useCallback","useEffect","useMemo","useState","useContactUpdate","crmRoutes","useCrmScope","useCrmCampaigns","ContactAssociationsCard","props","record","hostId","row","consentGroup","seed","basePath","bookingsHref","orgId","firestore","enqueueSnackbar","contactUpdate","routes","leadKey","setLeadKey","email","active","undefined","key","snapshot","catch","exists","campaigns","setCampaigns","campaignIds","saving","setSaving","recordId","$id","siteCampaigns","enabled","consent","handleSaveFiling","verdict","subject","unreadable","status","fromCache","updateOne","campaignMembershipValue","ok","message","variant","persist","error","console","Error","allowDuplicate","sources","Object","keys","consentDetail","basisAtMs","Date","toLocaleDateString","assertedBy","otherGrant","filter","Boolean","header","help","pluginDocsHelp","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","ready","options","length","onClick","spacing","direction","sx","flexWrap","rowGap","map","source","label","component","componentVariant","nativeButton","href","lead","py","minHeight","lineHeight","color","recordKind","basis","join","declared","value","onChange","helperText","empty","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SACEC,qBAAqB,EAGrBC,sBAAsB,EACtBC,kBAAkB,QACb,eAAc;AACrB,SAASC,kBAAkB,QAAQ,6BAAyB;AAC5D;;;;CAIC,GACD,SAASC,wBAAwB,QAAQ,4BAAwB;AACjE,OAAOC,oBAAoB,wEAAuE;AAClG,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxE,SAASC,GAAG,EAAEC,MAAM,QAAQ,qBAAoB;AAChD,SAASC,WAAW,EAAEC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACjE,SAASC,gBAAgB,QAAQ,iCAA6B;AAE9D,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,eAAe,QAAQ,gCAA4B;AA0B5D;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAuCC,GACD,OAAO,SAASC,wBAAwBC,KAAmC;QAoF7CC;IAnF5B,MAAM,EAAEC,MAAM,EAAED,MAAM,EAAEE,GAAG,EAAEC,YAAY,EAAEC,IAAI,EAAEC,QAAQ,EAAEC,YAAY,EAAE,GAAGP;IAC5E,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEQ,KAAK,EAAE,GAAGX,YAAY;QAAEK;IAAO;IACvC,MAAMO,YAAY3B;IAClB,MAAM,EAAE4B,eAAe,EAAE,GAAG7B;IAC5B,MAAM8B,gBAAgBhB,iBAAiBO;IACvC,MAAMU,SAAShB,UAAUU;IAEzB,MAAM,CAACO,SAASC,WAAW,GAAGpB,SAAwB;IACtD,MAAMqB,QAAQd,OAAOc,KAAK;IAC1BvB,UAAU;QACR,IAAIwB,SAAS;QACbF,WAAW;QACX,IAAI,CAACZ,UAAU,CAACM,OAAO,OAAOS;QAC9B,KAAK,AAAC,CAAA;YACJ,MAAMC,MAAM,MAAM1C,mBAAmBuC;YACrC,IAAI,CAACG,OAAO,CAACF,QAAQ;YACrB,MAAMG,WAAW,MAAM7B,OACrBD,IAAIoB,WAAW,QAAQD,OAAO,SAASU,MACvCE,KAAK,CAAC,IAAM;YACd,IAAIJ,WAAUG,4BAAAA,SAAUE,MAAM,KAAIP,WAAWI;QAC/C,CAAA,IAAKE,KAAK,CAAC,IAAMH;QACjB,OAAO;YACLD,SAAS;QACX;IACF,GAAG;QAACP;QAAWP;QAAQa;KAAM;IAE7B,MAAM,CAACO,WAAWC,aAAa,GAAG7B,SAAmBO,OAAOuB,WAAW;IACvE,MAAM,CAACC,QAAQC,UAAU,GAAGhC,SAAS;IACrC,MAAMiC,WAAW1B,OAAO2B,GAAG;IAC3BpC,UAAU;QACR+B,aAAatB,OAAOuB,WAAW;IAC/B,uDAAuD;IACzD,GAAG;QAACG;KAAS;IAEb;;;;GAIC,GACD,MAAME,gBAAgB/B,gBAAgB;QAAEI;QAAQM;IAAM,GAAG;QAAEsB,SAAS;IAAK;IAEzE,MAAMC,UAAUtC,QACd,IAAMlB,mBAAmB4B,KAAKC,eAC9B;QAACD;QAAKC;KAAa;IAGrB,MAAM4B,mBAAmBzC,YAAY;QACnCmC,UAAU;QACV,IAAI;YACF,MAAMO,UAAU,MAAMlD,mBACpB;gBACEmD,SAAS;gBACTC,YAAY9B,KAAK+B,MAAM,KAAK;gBAC5BC,WAAWhC,KAAKgC,SAAS;YAC3B,GACA,oEAAoE;YACpE,kEAAkE;YAClE,oCAAoC;YACpC,IACE1B,cAAc2B,SAAS,CAACrC,OAAO2B,GAAG,EAAE;oBAClCJ,aAAapD,MAAMmE,uBAAuB,CAACjB;gBAC7C;YAEJ,IAAI,CAACW,QAAQO,EAAE,EAAE;gBACf,OAAO,KAAK9B,gBAAgBuB,QAAQQ,OAAO,EAAE;oBAC3CC,SAAS;oBACTC,SAAS;gBACX;YACF;YACAjC,gBAAgB,gBAAgB;gBAAEgC,SAAS;gBAAWC,SAAS;YAAM;QACvE,EAAE,OAAOC,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdlC,gBACEkC,iBAAiBE,SAASF,MAAMH,OAAO,GAAGG,MAAMH,OAAO,GAAG,yBAC1D;gBAAEC,SAAS;gBAASK,gBAAgB;YAAK;QAE7C,SAAU;YACRrB,UAAU;QACZ;IACF,GAAG;QAACJ;QAAWX;QAAeD;QAAiBT,OAAO2B,GAAG;QAAEvB,KAAKgC,SAAS;QAAEhC,KAAK+B,MAAM;KAAC;IAEvF,MAAMY,UAAUC,OAAOC,IAAI,EAACjD,kBAAAA,OAAO+C,OAAO,YAAd/C,kBAAkB,CAAC;IAC/C,MAAMkD,gBAAgB;QACpBpB,QAAQqB,SAAS,GACb,CAAC,SAAS,EAAE,IAAIC,KAAKtB,QAAQqB,SAAS,EAAEE,kBAAkB,IAAI,GAC9D;QACJvB,QAAQwB,UAAU,KAAK,aAAa,yBAAyB;QAC7DxB,QAAQyB,UAAU,KAAK,eACnB,+CACA;KACL,CAACC,MAAM,CAACC;IAET,qBACE,KAAC9E;QACC+E,QAAQ;QACRC,MAAMxF,MAAMyF,cAAc,CAAC,iBAAiB;YAAEC,QAAQ;QAAkC;QACxFC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAAClF;gBACCmF,MAAK;gBACLzB,SAAQ;gBACR0B,UAAU3C,UAAWI,cAAcwC,KAAK,IAAI,CAACxC,cAAcyC,OAAO,CAACC,MAAM;gBACzEC,SAAS,IAAM,KAAKxC;0BAEnBP,SAAS,YAAY;;QAG5B;kBAEA,cAAA,MAACtC;YAAMsF,SAAS;;8BACd,MAACtF;oBAAMsF,SAAS;;sCACd,KAACrF;4BAAWsD,SAAQ;sCAAa;;wBAChCM,QAAQuB,MAAM,IAAI1D,wBACjB,MAAC1B;4BAAMuF,WAAU;4BAAMD,SAAS;4BAAKE,IAAI;gCAAEC,UAAU;gCAAQC,QAAQ;4BAAI;;gCACtE7B,QAAQ8B,GAAG,CAAC,CAACC;wCAGH1G;yDAFT,KAACY;wCAEC+F,KAAK,GAAE3G,gCAAAA,qBAAqB,CAAC0G,OAAO,YAA7B1G,gCAAiC0G;wCACxCZ,MAAK;uCAFAY;;gCASRlE,wBACC,KAAC7B;oCACCiG,WAAWtG;mCACN;oCAAEuG,k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package/src/lib/components/contact-detail-page.d.ts

@@ -25,9 +25,10 @@ import { type CrmDetailPageProps } from '../model/crm-routes';
  * ## The cards
  *
  * Each in its own file, so a card can grow without this page growing:
- * properties (the editable profile), the relationship (sources, attribution,
- * consent, campaign filing) and the timeline. Other CRM sections add a card
- * here by inserting one import and one line.
+ * properties (the editable profile, with the org's custom fields under it),
+ * the relationship (sources, attribution, consent, campaign filing) and the
+ * timeline. Other CRM sections add a card here by inserting one import and
+ * one line.
  *
  * ## Delete is a detach
  *

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

@@ -21,7 +21,9 @@ import { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from "@aglyn/aglyn";
 import { mdiDeleteOutline, mdiMerge } from "@aglyn/shared-data-mdi";
 import { AppLink, MdiIcon, useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
-import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
+import { useFirestore, useFirestoreDoc, useUser } from "@aglyn/tenant-feature-instance";
+import { restampCrmListFields } from "../model/list-fields-api.js";
+import { crmTaskCallScope } from "../model/task-routes.js";
 import { Stack, Tooltip, Typography } from "@mui/material";
 import { arrayRemove, deleteDoc, deleteField, doc, updateDoc } from "firebase/firestore";
 import { useParams, useRouter } from "next/navigation";
@@ -32,7 +34,6 @@ import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { contactPrimaryGroup, contactRecordFromDoc } from "../model/contact-record.js";
 import { crmRoutes } from "../model/crm-routes.js";
 import ContactAssociationsCard from "./contact-associations-card.js";
-import ContactCustomFieldsCard from "./contact-custom-fields-card.js";
 import ContactDuplicatesCard from "./contact-duplicates-card.js";
 import ContactKnownByCard from "./contact-known-by-card.js";
 import ContactMergeDialog, { useContactMergeDialog } from "./contact-merge-dialog.js";
@@ -82,9 +83,10 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
  * ## The cards
  *
  * Each in its own file, so a card can grow without this page growing:
- * properties (the editable profile), the relationship (sources, attribution,
- * consent, campaign filing) and the timeline. Other CRM sections add a card
- * here by inserting one import and one line.
+ * properties (the editable profile, with the org's custom fields under it),
+ * the relationship (sources, attribution, consent, campaign filing) and the
+ * timeline. Other CRM sections add a card here by inserting one import and
+ * one line.
  *
  * ## Delete is a detach
  *
@@ -199,6 +201,7 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
         emailsHub,
         hostId
     ]);
+    const { data: user } = useUser();
     const handleRemove = useCallback(async ()=>{
         var _ref;
         if (!row || !scope) return;
@@ -225,6 +228,12 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                     capturedByHostIds: arrayRemove(...plan.removeHostIds),
                     updatedAt: new Date()
                 }));
+                // The facet and the scope just let go of are what the Contacts list
+                // filters and searches by; the rules keep a client from restamping
+                // them, so the route does (AGL-3321).
+                await restampCrmListFields(user, crmTaskCallScope(hostId, orgId), 'contacts', [
+                    id
+                ]);
             }
             // `siteLabel` and not "this site": at the organization level the line
             // lands in a feed that spans every site, so it has to name the one.
@@ -257,7 +266,10 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
         routes,
         row,
         scope,
-        siteLabel
+        siteLabel,
+        user,
+        hostId,
+        orgId
     ]);
     const overflowItems = [
         /*
@@ -456,12 +468,6 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                             basePath: basePath,
                             bookingsHref: bookingsHref
                         }),
-                        suiteIncluded ? /*#__PURE__*/ _jsx(ContactCustomFieldsCard, {
-                            hostId: hostId,
-                            org: org,
-                            contactId: id,
-                            basePath: basePath
-                        }) : null,
                         /*#__PURE__*/ _jsx(ContactTimelineCard, {
                             hostId: hostId,
                             org: org,