@aglyn/plugins-crm 1.0.0-beta.200 → 1.0.0-beta.202

package/src/lib/components/activity-timeline.d.ts

@@ -0,0 +1,84 @@
+import type { ListPaginationProps } from '@aglyn/shared-ui-jsx/components/list-pagination.component';
+import { type ReactNode } from 'react';
+/** Which entries of one history are open. */
+export interface TimelineExpansion {
+    isExpanded: (key: string) => boolean;
+    toggle: (key: string) => void;
+    /** Every entry is open and none has been closed since. */
+    allExpanded: boolean;
+    setAllExpanded: (expanded: boolean) => void;
+}
+/**
+ * The open/closed state of a history's entries, held by the CARD so that
+ * the header's "Expand all" and each row's chevron act on one state.
+ *
+ * Kept as a default plus the keys that differ from it, so "Expand all"
+ * reaches the entries of pages the reader has not turned to yet, and a row
+ * closed after it stays closed.
+ */
+export declare function useTimelineExpansion(): TimelineExpansion;
+/** The card header's "Expand all" / "Collapse all". */
+export declare function TimelineExpandAllButton(props: {
+    expansion: TimelineExpansion;
+    disabled?: boolean;
+}): import("react").JSX.Element;
+export declare namespace TimelineExpandAllButton {
+    var displayName: string;
+}
+/** The listener window a history pages over. */
+export interface TimelineWindow {
+    /** A further page exists past the rows the listener holds. */
+    hasMore?: boolean;
+    /** Widens the listener by one step. */
+    showMore?: () => void;
+    /** The listener is reading; the page asked for is held rather than pulled back. */
+    loading?: boolean;
+}
+/**
+ * Newest-first pages of a history, over rows a listener window holds.
+ *
+ * The window is the query's bound — a hundred activities on a record, a
+ * page's worth on the feed — and a page the reader turns to past what it
+ * holds widens it, so the footer's Next is live while the probe row says
+ * more exists and the count stays "of more than" until it does not. Paged
+ * in memory otherwise: the contact timeline merges three sources that share
+ * no cursor, so only a slice of the merged stream can be turned.
+ */
+export declare function useTimelinePages(total: number, reader?: TimelineWindow): {
+    page: number;
+    pageSize: number;
+    slice: <T>(rows: readonly T[]) => T[];
+    footer: ListPaginationProps;
+};
+export interface TimelineEntryProps {
+    /** The glyph for the entry's kind. */
+    icon: ReactNode;
+    /** The chips that say what the entry is: its kind, its direction, its delivery state. */
+    chips?: ReactNode;
+    /** The one line a collapsed entry reads as: a subject, a summary, a note's first line. */
+    title?: ReactNode;
+    /** A subject reads as one; a note's own words as body text. */
+    titleVariant?: 'subtitle2' | 'body2';
+    /** The line under it: who, to or from whom, when. */
+    meta?: ReactNode;
+    /** What the entry opens to. Absent, there is nothing more to show and no chevron. */
+    body?: ReactNode;
+    /** Controls on this one entry — edit, delete. */
+    actions?: ReactNode;
+    expanded?: boolean;
+    onToggle?: () => void;
+    /** Names the chevron, "Expand {label}", so a screen reader knows which entry. */
+    label?: string;
+}
+/**
+ * One entry of a history: collapsed to its heading and caption, opened in
+ * place to its body.
+ *
+ * An entry with no body has no chevron — a spacer keeps its glyph in line
+ * with the rows that have one — and its heading wraps rather than
+ * truncating, since there is nowhere else to read the rest of it.
+ */
+export declare function TimelineEntry(props: TimelineEntryProps): import("react").JSX.Element;
+export declare namespace TimelineEntry {
+    var displayName: string;
+}

package/src/lib/components/activity-timeline.js

@@ -0,0 +1,224 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { mdiChevronDown, mdiChevronRight, mdiUnfoldLessHorizontal, mdiUnfoldMoreHorizontal } from "@aglyn/shared-data-mdi";
+import { MdiIcon } from "@aglyn/shared-ui-jsx";
+import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagination";
+import { Box, Button, Collapse, IconButton, Stack, Typography } from "@mui/material";
+import { useCallback, useEffect, useId, useMemo, useState } from "react";
+/**
+ * The open/closed state of a history's entries, held by the CARD so that
+ * the header's "Expand all" and each row's chevron act on one state.
+ *
+ * Kept as a default plus the keys that differ from it, so "Expand all"
+ * reaches the entries of pages the reader has not turned to yet, and a row
+ * closed after it stays closed.
+ */ export function useTimelineExpansion() {
+    const [state, setState] = useState(()=>({
+            all: false,
+            flipped: new Set()
+        }));
+    const isExpanded = useCallback((key)=>state.all !== state.flipped.has(key), [
+        state
+    ]);
+    const toggle = useCallback((key)=>{
+        setState((current)=>{
+            const flipped = new Set(current.flipped);
+            if (flipped.has(key)) flipped.delete(key);
+            else flipped.add(key);
+            return {
+                all: current.all,
+                flipped
+            };
+        });
+    }, []);
+    const setAllExpanded = useCallback((all)=>{
+        setState({
+            all,
+            flipped: new Set()
+        });
+    }, []);
+    return useMemo(()=>({
+            isExpanded,
+            toggle,
+            allExpanded: state.all && state.flipped.size === 0,
+            setAllExpanded
+        }), [
+        isExpanded,
+        toggle,
+        state,
+        setAllExpanded
+    ]);
+}
+/** The card header's "Expand all" / "Collapse all". */ export function TimelineExpandAllButton(props) {
+    const { expansion, disabled } = props;
+    const open = expansion.allExpanded;
+    return /*#__PURE__*/ _jsx(Button, {
+        size: "small",
+        disabled: disabled,
+        startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+            path: (open ? mdiUnfoldLessHorizontal : mdiUnfoldMoreHorizontal).path,
+            size: 0.8
+        }),
+        onClick: ()=>expansion.setAllExpanded(!open),
+        children: open ? 'Collapse all' : 'Expand all'
+    });
+}
+TimelineExpandAllButton.displayName = 'TimelineExpandAllButton';
+/**
+ * Newest-first pages of a history, over rows a listener window holds.
+ *
+ * The window is the query's bound — a hundred activities on a record, a
+ * page's worth on the feed — and a page the reader turns to past what it
+ * holds widens it, so the footer's Next is live while the probe row says
+ * more exists and the count stays "of more than" until it does not. Paged
+ * in memory otherwise: the contact timeline merges three sources that share
+ * no cursor, so only a slice of the merged stream can be turned.
+ */ export function useTimelinePages(total, reader = {}) {
+    const { hasMore = false, showMore, loading = false } = reader;
+    const [page, setPage] = useState(0);
+    const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT);
+    const lastPage = Math.max(0, Math.ceil(total / pageSize) - 1);
+    // A page left empty by a delete shows the last one with rows; while the
+    // window is reading, or holds less than exists, the page asked for stands.
+    const shown = hasMore || loading ? page : Math.min(page, lastPage);
+    const start = shown * pageSize;
+    const short = start + pageSize > total;
+    useEffect(()=>{
+        if (short && hasMore && !loading && showMore) showMore();
+    }, [
+        short,
+        hasMore,
+        loading,
+        showMore
+    ]);
+    const slice = useCallback((rows)=>rows.slice(start, start + pageSize), [
+        start,
+        pageSize
+    ]);
+    const footer = {
+        page: shown,
+        pageSize,
+        rowCount: Math.max(0, Math.min(pageSize, total - start)),
+        count: hasMore ? undefined : total,
+        hasMore,
+        onPageChange: setPage,
+        onPageSizeChange: setPageSize
+    };
+    return {
+        page: shown,
+        pageSize,
+        slice,
+        footer
+    };
+}
+/**
+ * One entry of a history: collapsed to its heading and caption, opened in
+ * place to its body.
+ *
+ * An entry with no body has no chevron — a spacer keeps its glyph in line
+ * with the rows that have one — and its heading wraps rather than
+ * truncating, since there is nowhere else to read the rest of it.
+ */ export function TimelineEntry(props) {
+    const { icon, chips, title, titleVariant = 'body2', meta, body, actions, expanded = false, onToggle, label } = props;
+    const bodyId = useId();
+    const expandable = Boolean(body) && Boolean(onToggle);
+    return /*#__PURE__*/ _jsxs(Stack, {
+        direction: "row",
+        spacing: 1,
+        sx: {
+            alignItems: 'flex-start'
+        },
+        "data-testid": "timeline-entry",
+        "data-expanded": expandable ? String(expanded) : undefined,
+        children: [
+            expandable ? /*#__PURE__*/ _jsx(IconButton, {
+                size: "small",
+                "aria-expanded": expanded,
+                "aria-controls": bodyId,
+                "aria-label": `${expanded ? 'Collapse' : 'Expand'} ${label != null ? label : 'entry'}`,
+                onClick: onToggle,
+                sx: {
+                    mt: -0.25
+                },
+                children: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: (expanded ? mdiChevronDown : mdiChevronRight).path,
+                    size: 0.8
+                })
+            }) : /*#__PURE__*/ _jsx(Box, {
+                "aria-hidden": true,
+                sx: {
+                    width: 30,
+                    flexShrink: 0
+                }
+            }),
+            /*#__PURE__*/ _jsx(Stack, {
+                sx: {
+                    color: 'text.secondary',
+                    pt: 0.25,
+                    fontSize: (theme)=>theme.typography.h6.fontSize
+                },
+                children: icon
+            }),
+            /*#__PURE__*/ _jsxs(Stack, {
+                spacing: 0.5,
+                sx: {
+                    flex: 1,
+                    minWidth: 0
+                },
+                children: [
+                    chips ? /*#__PURE__*/ _jsx(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        sx: {
+                            alignItems: 'center',
+                            flexWrap: 'wrap',
+                            rowGap: 0.5
+                        },
+                        children: chips
+                    }) : null,
+                    title ? /*#__PURE__*/ _jsx(Typography, {
+                        variant: titleVariant,
+                        component: "div",
+                        noWrap: expandable && !expanded,
+                        sx: {
+                            overflowWrap: 'anywhere'
+                        },
+                        children: title
+                    }) : null,
+                    meta,
+                    expandable ? /*#__PURE__*/ _jsx(Collapse, {
+                        in: expanded,
+                        unmountOnExit: true,
+                        children: /*#__PURE__*/ _jsx(Box, {
+                            id: bodyId,
+                            children: body
+                        })
+                    }) : body
+                ]
+            }),
+            actions ? /*#__PURE__*/ _jsx(Stack, {
+                direction: "row",
+                spacing: 0.5,
+                children: actions
+            }) : null
+        ]
+    });
+}
+TimelineEntry.displayName = 'TimelineEntry';
+
+//# sourceMappingURL=activity-timeline.js.map

package/src/lib/components/activity-timeline.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/activity-timeline.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  mdiChevronDown,\n  mdiChevronRight,\n  mdiUnfoldLessHorizontal,\n  mdiUnfoldMoreHorizontal,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { ListPaginationProps } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport { Box, Button, Collapse, IconButton, Stack, Typography } from '@mui/material'\nimport { type ReactNode, useCallback, useEffect, useId, useMemo, useState } from 'react'\n\n/*\n * THE ROW GRAMMAR OF EVERY CRM HISTORY: the Timeline on a contact, the\n * Activity card on a lead, a company and a deal, and the Recent activity\n * feed under the contacts list.\n *\n * Salesforce's activity timeline is the model. Each entry is a collapsed\n * row — a chevron, the kind, a one-line heading and the who/whom/when under\n * it — that opens in place to what it holds: an email's body, a note's whole\n * text. The card header carries \"Expand all\", the list is paged by the\n * console's own footer, and nothing a row showed before is dropped: what\n * does not fit on the collapsed row is in the opened one.\n */\n\n/** Which entries of one history are open. */\nexport interface TimelineExpansion {\n  isExpanded: (key: string) => boolean\n  toggle: (key: string) => void\n  /** Every entry is open and none has been closed since. */\n  allExpanded: boolean\n  setAllExpanded: (expanded: boolean) => void\n}\n\n/**\n * The open/closed state of a history's entries, held by the CARD so that\n * the header's \"Expand all\" and each row's chevron act on one state.\n *\n * Kept as a default plus the keys that differ from it, so \"Expand all\"\n * reaches the entries of pages the reader has not turned to yet, and a row\n * closed after it stays closed.\n */\nexport function useTimelineExpansion(): TimelineExpansion {\n  const [state, setState] = useState<{ all: boolean; flipped: ReadonlySet<string> }>(\n    () => ({ all: false, flipped: new Set<string>() }),\n  )\n  const isExpanded = useCallback(\n    (key: string) => state.all !== state.flipped.has(key),\n    [state],\n  )\n  const toggle = useCallback((key: string) => {\n    setState((current) => {\n      const flipped = new Set(current.flipped)\n      if (flipped.has(key)) flipped.delete(key)\n      else flipped.add(key)\n      return { all: current.all, flipped }\n    })\n  }, [])\n  const setAllExpanded = useCallback((all: boolean) => {\n    setState({ all, flipped: new Set<string>() })\n  }, [])\n  return useMemo(\n    () => ({\n      isExpanded,\n      toggle,\n      allExpanded: state.all && state.flipped.size === 0,\n      setAllExpanded,\n    }),\n    [isExpanded, toggle, state, setAllExpanded],\n  )\n}\n\n/** The card header's \"Expand all\" / \"Collapse all\". */\nexport function TimelineExpandAllButton(props: {\n  expansion: TimelineExpansion\n  disabled?: boolean\n}) {\n  const { expansion, disabled } = props\n  const open = expansion.allExpanded\n  return (\n    <Button\n      size=\"small\"\n      disabled={disabled}\n      startIcon={\n        <MdiIcon\n          path={(open ? mdiUnfoldLessHorizontal : mdiUnfoldMoreHorizontal).path}\n          size={0.8}\n        />\n      }\n      onClick={() => expansion.setAllExpanded(!open)}\n    >\n      {open ? 'Collapse all' : 'Expand all'}\n    </Button>\n  )\n}\nTimelineExpandAllButton.displayName = 'TimelineExpandAllButton'\n\n/** The listener window a history pages over. */\nexport interface TimelineWindow {\n  /** A further page exists past the rows the listener holds. */\n  hasMore?: boolean\n  /** Widens the listener by one step. */\n  showMore?: () => void\n  /** The listener is reading; the page asked for is held rather than pulled back. */\n  loading?: boolean\n}\n\n/**\n * Newest-first pages of a history, over rows a listener window holds.\n *\n * The window is the query's bound — a hundred activities on a record, a\n * page's worth on the feed — and a page the reader turns to past what it\n * holds widens it, so the footer's Next is live while the probe row says\n * more exists and the count stays \"of more than\" until it does not. Paged\n * in memory otherwise: the contact timeline merges three sources that share\n * no cursor, so only a slice of the merged stream can be turned.\n */\nexport function useTimelinePages(total: number, reader: TimelineWindow = {}) {\n  const { hasMore = false, showMore, loading = false } = reader\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  const lastPage = Math.max(0, Math.ceil(total / pageSize) - 1)\n  // A page left empty by a delete shows the last one with rows; while the\n  // window is reading, or holds less than exists, the page asked for stands.\n  const shown = hasMore || loading ? page : Math.min(page, lastPage)\n  const start = shown * pageSize\n  const short = start + pageSize > total\n  useEffect(() => {\n    if (short && hasMore && !loading && showMore) showMore()\n  }, [short, hasMore, loading, showMore])\n  const slice = useCallback(\n    <T,>(rows: readonly T[]): T[] => rows.slice(start, start + pageSize),\n    [start, pageSize],\n  )\n  const footer: ListPaginationProps = {\n    page: shown,\n    pageSize,\n    rowCount: Math.max(0, Math.min(pageSize, total - start)),\n    count: hasMore ? undefined : total,\n    hasMore,\n    onPageChange: setPage,\n    onPageSizeChange: setPageSize,\n  }\n  return { page: shown, pageSize, slice, footer }\n}\n\nexport interface TimelineEntryProps {\n  /** The glyph for the entry's kind. */\n  icon: ReactNode\n  /** The chips that say what the entry is: its kind, its direction, its delivery state. */\n  chips?: ReactNode\n  /** The one line a collapsed entry reads as: a subject, a summary, a note's first line. */\n  title?: ReactNode\n  /** A subject reads as one; a note's own words as body text. */\n  titleVariant?: 'subtitle2' | 'body2'\n  /** The line under it: who, to or from whom, when. */\n  meta?: ReactNode\n  /** What the entry opens to. Absent, there is nothing more to show and no chevron. */\n  body?: ReactNode\n  /** Controls on this one entry — edit, delete. */\n  actions?: ReactNode\n  expanded?: boolean\n  onToggle?: () => void\n  /** Names the chevron, \"Expand {label}\", so a screen reader knows which entry. */\n  label?: string\n}\n\n/**\n * One entry of a history: collapsed to its heading and caption, opened in\n * place to its body.\n *\n * An entry with no body has no chevron — a spacer keeps its glyph in line\n * with the rows that have one — and its heading wraps rather than\n * truncating, since there is nowhere else to read the rest of it.\n */\nexport function TimelineEntry(props: TimelineEntryProps) {\n  const {\n    icon,\n    chips,\n    title,\n    titleVariant = 'body2',\n    meta,\n    body,\n    actions,\n    expanded = false,\n    onToggle,\n    label,\n  } = props\n  const bodyId = useId()\n  const expandable = Boolean(body) && Boolean(onToggle)\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'flex-start' }}\n      data-testid=\"timeline-entry\"\n      data-expanded={expandable ? String(expanded) : undefined}\n    >\n      {expandable ? (\n        <IconButton\n          size=\"small\"\n          aria-expanded={expanded}\n          aria-controls={bodyId}\n          aria-label={`${expanded ? 'Collapse' : 'Expand'} ${label ?? 'entry'}`}\n          onClick={onToggle}\n          sx={{ mt: -0.25 }}\n        >\n          <MdiIcon path={(expanded ? mdiChevronDown : mdiChevronRight).path} size={0.8} />\n        </IconButton>\n      ) : (\n        <Box aria-hidden sx={{ width: 30, flexShrink: 0 }} />\n      )}\n      <Stack\n        sx={{\n          color: 'text.secondary',\n          pt: 0.25,\n          fontSize: (theme) => theme.typography.h6.fontSize,\n        }}\n      >\n        {icon}\n      </Stack>\n      <Stack spacing={0.5} sx={{ flex: 1, minWidth: 0 }}>\n        {chips ? (\n          <Stack\n            direction=\"row\"\n            spacing={1}\n            sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n          >\n            {chips}\n          </Stack>\n        ) : null}\n        {title ? (\n          <Typography\n            variant={titleVariant}\n            component=\"div\"\n            noWrap={expandable && !expanded}\n            sx={{ overflowWrap: 'anywhere' }}\n          >\n            {title}\n          </Typography>\n        ) : null}\n        {meta}\n        {expandable ? (\n          <Collapse in={expanded} unmountOnExit>\n            <Box id={bodyId}>{body}</Box>\n          </Collapse>\n        ) : (\n          body\n        )}\n      </Stack>\n      {actions ? (\n        <Stack direction=\"row\" spacing={0.5}>\n          {actions}\n        </Stack>\n      ) : null}\n    </Stack>\n  )\n}\nTimelineEntry.displayName = 'TimelineEntry'\n"],"names":["mdiChevronDown","mdiChevronRight","mdiUnfoldLessHorizontal","mdiUnfoldMoreHorizontal","MdiIcon","TABLE_PAGE_SIZE_DEFAULT","Box","Button","Collapse","IconButton","Stack","Typography","useCallback","useEffect","useId","useMemo","useState","useTimelineExpansion","state","setState","all","flipped","Set","isExpanded","key","has","toggle","current","delete","add","setAllExpanded","allExpanded","size","TimelineExpandAllButton","props","expansion","disabled","open","startIcon","path","onClick","displayName","useTimelinePages","total","reader","hasMore","showMore","loading","page","setPage","pageSize","setPageSize","lastPage","Math","max","ceil","shown","min","start","short","slice","rows","footer","rowCount","count","undefined","onPageChange","onPageSizeChange","TimelineEntry","icon","chips","title","titleVariant","meta","body","actions","expanded","onToggle","label","bodyId","expandable","Boolean","direction","spacing","sx","alignItems","data-testid","data-expanded","String","aria-expanded","aria-controls","aria-label","mt","aria-hidden","width","flexShrink","color","pt","fontSize","theme","typography","h6","flex","minWidth","flexWrap","rowGap","variant","component","noWrap","overflowWrap","in","unmountOnExit","id"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EACdC,eAAe,EACfC,uBAAuB,EACvBC,uBAAuB,QAClB,yBAAwB;AAC/B,SAASC,OAAO,QAAQ,uBAAsB;AAE9C,SAASC,uBAAuB,QAAQ,8CAA6C;AACrF,SAASC,GAAG,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,UAAU,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACpF,SAAyBC,WAAW,EAAEC,SAAS,EAAEC,KAAK,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAwBxF;;;;;;;CAOC,GACD,OAAO,SAASC;IACd,MAAM,CAACC,OAAOC,SAAS,GAAGH,SACxB,IAAO,CAAA;YAAEI,KAAK;YAAOC,SAAS,IAAIC;QAAc,CAAA;IAElD,MAAMC,aAAaX,YACjB,CAACY,MAAgBN,MAAME,GAAG,KAAKF,MAAMG,OAAO,CAACI,GAAG,CAACD,MACjD;QAACN;KAAM;IAET,MAAMQ,SAASd,YAAY,CAACY;QAC1BL,SAAS,CAACQ;YACR,MAAMN,UAAU,IAAIC,IAAIK,QAAQN,OAAO;YACvC,IAAIA,QAAQI,GAAG,CAACD,MAAMH,QAAQO,MAAM,CAACJ;iBAChCH,QAAQQ,GAAG,CAACL;YACjB,OAAO;gBAAEJ,KAAKO,QAAQP,GAAG;gBAAEC;YAAQ;QACrC;IACF,GAAG,EAAE;IACL,MAAMS,iBAAiBlB,YAAY,CAACQ;QAClCD,SAAS;YAAEC;YAAKC,SAAS,IAAIC;QAAc;IAC7C,GAAG,EAAE;IACL,OAAOP,QACL,IAAO,CAAA;YACLQ;YACAG;YACAK,aAAab,MAAME,GAAG,IAAIF,MAAMG,OAAO,CAACW,IAAI,KAAK;YACjDF;QACF,CAAA,GACA;QAACP;QAAYG;QAAQR;QAAOY;KAAe;AAE/C;AAEA,qDAAqD,GACrD,OAAO,SAASG,wBAAwBC,KAGvC;IACC,MAAM,EAAEC,SAAS,EAAEC,QAAQ,EAAE,GAAGF;IAChC,MAAMG,OAAOF,UAAUJ,WAAW;IAClC,qBACE,KAACxB;QACCyB,MAAK;QACLI,UAAUA;QACVE,yBACE,KAAClC;YACCmC,MAAM,AAACF,CAAAA,OAAOnC,0BAA0BC,uBAAsB,EAAGoC,IAAI;YACrEP,MAAM;;QAGVQ,SAAS,IAAML,UAAUL,cAAc,CAAC,CAACO;kBAExCA,OAAO,iBAAiB;;AAG/B;AACAJ,wBAAwBQ,WAAW,GAAG;AAYtC;;;;;;;;;CASC,GACD,OAAO,SAASC,iBAAiBC,KAAa,EAAEC,SAAyB,CAAC,CAAC;IACzE,MAAM,EAAEC,UAAU,KAAK,EAAEC,QAAQ,EAAEC,UAAU,KAAK,EAAE,GAAGH;IACvD,MAAM,CAACI,MAAMC,QAAQ,GAAGjC,SAAS;IACjC,MAAM,CAACkC,UAAUC,YAAY,GAAGnC,SAASX;IACzC,MAAM+C,WAAWC,KAAKC,GAAG,CAAC,GAAGD,KAAKE,IAAI,CAACZ,QAAQO,YAAY;IAC3D,wEAAwE;IACxE,2EAA2E;IAC3E,MAAMM,QAAQX,WAAWE,UAAUC,OAAOK,KAAKI,GAAG,CAACT,MAAMI;IACzD,MAAMM,QAAQF,QAAQN;IACtB,MAAMS,QAAQD,QAAQR,WAAWP;IACjC9B,UAAU;QACR,IAAI8C,SAASd,WAAW,CAACE,WAAWD,UAAUA;IAChD,GAAG;QAACa;QAAOd;QAASE;QAASD;KAAS;IACtC,MAAMc,QAAQhD,YACZ,CAAKiD,OAA4BA,KAAKD,KAAK,CAACF,OAAOA,QAAQR,WAC3D;QAACQ;QAAOR;KAAS;IAEnB,MAAMY,SAA8B;QAClCd,MAAMQ;QACNN;QACAa,UAAUV,KAAKC,GAAG,CAAC,GAAGD,KAAKI,GAAG,CAACP,UAAUP,QAAQe;QACjDM,OAAOnB,UAAUoB,YAAYtB;QAC7BE;QACAqB,cAAcjB;QACdkB,kBAAkBhB;IACpB;IACA,OAAO;QAAEH,MAAMQ;QAAON;QAAUU;QAAOE;IAAO;AAChD;AAuBA;;;;;;;CAOC,GACD,OAAO,SAASM,cAAclC,KAAyB;IACrD,MAAM,EACJmC,IAAI,EACJC,KAAK,EACLC,KAAK,EACLC,eAAe,OAAO,EACtBC,IAAI,EACJC,IAAI,EACJC,OAAO,EACPC,WAAW,KAAK,EAChBC,QAAQ,EACRC,KAAK,EACN,GAAG5C;IACJ,MAAM6C,SAASjE;IACf,MAAMkE,aAAaC,QAAQP,SAASO,QAAQJ;IAC5C,qBACE,MAACnE;QACCwE,WAAU;QACVC,SAAS;QACTC,IAAI;YAAEC,YAAY;QAAa;QAC/BC,eAAY;QACZC,iBAAeP,aAAaQ,OAAOZ,YAAYX;;YAE9Ce,2BACC,KAACvE;gBACCuB,MAAK;gBACLyD,iBAAeb;gBACfc,iBAAeX;gBACfY,cAAY,GAAGf,WAAW,aAAa,SAAS,CAAC,EAAEE,gBAAAA,QAAS,SAAS;gBACrEtC,SAASqC;gBACTO,IAAI;oBAAEQ,IAAI,CAAC;gBAAK;0BAEhB,cAAA,KAACxF;oBAAQmC,MAAM,AAACqC,CAAAA,WAAW5E,iBAAiBC,eAAc,EAAGsC,IAAI;oBAAEP,MAAM;;+BAG3E,KAAC1B;gBAAIuF,aAAW;gBAACT,IAAI;oBAAEU,OAAO;oBAAIC,YAAY;gBAAE;;0BAElD,KAACrF;gBACC0E,IAAI;oBACFY,OAAO;oBACPC,IAAI;oBACJC,UAAU,CAACC,QAAUA,MAAMC,UAAU,CAACC,EAAE,CAACH,QAAQ;gBACnD;0BAEC7B;;0BAEH,MAAC3D;gBAAMyE,SAAS;gBAAKC,IAAI;oBAAEkB,MAAM;oBAAGC,UAAU;gBAAE;;oBAC7CjC,sBACC,KAAC5D;wBACCwE,WAAU;wBACVC,SAAS;wBACTC,IAAI;4BAAEC,YAAY;4BAAUmB,UAAU;4BAAQC,QAAQ;wBAAI;kCAEzDnC;yBAED;oBACHC,sBACC,KAAC5D;wBACC+F,SAASlC;wBACTmC,WAAU;wBACVC,QAAQ5B,cAAc,CAACJ;wBACvBQ,IAAI;4BAAEyB,cAAc;wBAAW;kCAE9BtC;yBAED;oBACHE;oBACAO,2BACC,KAACxE;wBAASsG,IAAIlC;wBAAUmC,aAAa;kCACnC,cAAA,KAACzG;4BAAI0G,IAAIjC;sCAASL;;yBAGpBA;;;YAGHC,wBACC,KAACjE;gBAAMwE,WAAU;gBAAMC,SAAS;0BAC7BR;iBAED;;;AAGV;AACAP,cAAc3B,WAAW,GAAG"}

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'
-                    })
                 })
             ]
         })