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

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

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
-import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
 import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, crmTelHref, normalizePhone } from "@aglyn/aglyn";
 import { mdiPhoneOutline } from "@aglyn/shared-data-mdi";
@@ -23,19 +23,37 @@ import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useUser, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
 import { Button, Grid, IconButton, InputAdornment, MenuItem, Stack, TextField, Tooltip, Typography } from "@mui/material";
-import { useCallback, useEffect, useState } from "react";
+import { useCallback, useEffect, useMemo, useState } from "react";
+import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
 import { useContactUpdate } from "../hooks/use-contact-update.js";
 import { useCrmActivityLogger } from "../hooks/use-crm-activity-logger.js";
 import { useLeadSourcePicklist } from "../hooks/use-lead-source-picklist.js";
 import { parseContactTags } from "../model/contact-record.js";
 import { setContactStage } from "../model/crm-api.js";
+import { crmCustomDraftChanges, crmCustomDraftMissingRequired, crmCustomDraftValue } from "../model/crm-custom-draft.js";
 import { CompanyPicker, useCompanyOptions, useCreateCompany } from "./company-picker.js";
 import { addressDraftFrom, ContactAddressFields } from "./contact-address-fields.js";
+import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { crmSuiteLockedReason } from "./crm-suite-lock.js";
 import { LeadSourceSelect } from "./lead-source-select.js";
 /**
  * THE RECORD ITSELF: every field a team keeps on a person, in one card with
- * one Save (AGL-2596).
+ * one Save in its header (AGL-2596).
+ *
+ * ## Custom fields sit with the built-in ones
+ *
+ * The org's own contact fields (AGL-2601) are drawn under **More fields**,
+ * after the built-in properties, the way Salesforce keeps custom fields in
+ * the record's Details beside the standard ones — and they save with them.
+ * An org with no active field draws no subsection at all.
+ *
+ * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the
+ * draft holds only the keys the reader touched and the save sends only the
+ * keys that changed: the route writes each at its own dotted path, and a
+ * `custom` map sent whole would take every key this card did not touch out
+ * with it. A cleared control sends `null`, the explicit "cleared" the model
+ * keeps the key present with, and a required field left empty is refused
+ * before anything is sent.
  *
  * ## One save, one request, one guard
  *
@@ -123,13 +141,27 @@ import { LeadSourceSelect } from "./lead-source-select.js";
     const [address, setAddress] = useState(addressDraftFrom(record.address));
     const [phoneError, setPhoneError] = useState('');
     const [saving, setSaving] = useState(false);
-    /*
-   * Re-seeded when the RECORD changes, not when it re-renders. The listener
-   * delivers a fresh row on every snapshot, including the one this card's
-   * own save produces; re-seeding on each would overwrite what somebody is
-   * in the middle of typing with what the server last confirmed.
-   */ const recordId = record.$id;
-    useEffect(()=>{
+    /** The custom values the reader touched; every other key reads from the record. */ const [custom, setCustom] = useState({});
+    /** Something was edited since the card was seeded or last saved. */ const [edited, setEdited] = useState(false);
+    const fields = useContactFieldDefinitions(suiteLocked ? null : orgId);
+    // The custom fields are the CRM's; a plan without it draws and sends none.
+    const customFields = suiteLocked ? [] : fields.active;
+    const storedCustom = useMemo(()=>{
+        var _record_custom;
+        return (_record_custom = record.custom) != null ? _record_custom : {};
+    }, [
+        record.custom
+    ]);
+    const customChanges = useMemo(()=>crmCustomDraftChanges(storedCustom, custom), [
+        storedCustom,
+        custom
+    ]);
+    const clearingRequired = crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0;
+    /** One field's edit: the value, and the card now has something to save. */ const change = useCallback((set, value)=>{
+        set(value);
+        setEdited(true);
+    }, []);
+    /** Every draft back to what the record holds — the seed, and Discard. */ const reseed = ()=>{
         setNameOverride(record.nameOverride);
         setPhone(record.phone);
         setJobTitle(record.jobTitle);
@@ -142,11 +174,23 @@ import { LeadSourceSelect } from "./lead-source-select.js";
         setNotes(record.notes);
         setAddress(addressDraftFrom(record.address));
         setPhoneError('');
+        setCustom({});
+        setEdited(false);
+    };
+    /*
+   * Re-seeded when the RECORD changes, not when it re-renders. The listener
+   * delivers a fresh row on every snapshot, including the one this card's
+   * own save produces; re-seeding on each would overwrite what somebody is
+   * in the middle of typing with what the server last confirmed.
+   */ const recordId = record.$id;
+    useEffect(()=>{
+        reseed();
     // eslint-disable-next-line react-hooks/exhaustive-deps
     }, [
         recordId
     ]);
     const handleSave = useCallback(async ()=>{
+        if (clearingRequired) return;
         const trimmedPhone = phone.trim();
         const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : '';
         if (trimmedPhone && !normalizedPhone) {
@@ -171,7 +215,9 @@ import { LeadSourceSelect } from "./lead-source-select.js";
             ownerUid,
             companyId,
             companyName: companyName.trim().slice(0, 120)
-        });
+        }, !suiteLocked && customChanges.length ? {
+            custom: Object.fromEntries(customChanges)
+        } : {});
         setSaving(true);
         try {
             const verdict = await writeGuardedBySeed({
@@ -190,6 +236,8 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                 id: record.$id,
                 name: record.name || record.email
             });
+            // The custom values are stored; the controls read the record again.
+            setCustom({});
             if (stageChanged && siteHostId) {
                 try {
                     await setContactStage(user, siteHostId, record.$id, lifecycleStage || null);
@@ -202,6 +250,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                     });
                 }
             }
+            setEdited(false);
             enqueueSnackbar('Contact saved', {
                 variant: 'success',
                 persist: false
@@ -217,9 +266,11 @@ import { LeadSourceSelect } from "./lead-source-select.js";
         }
     }, [
         address,
+        clearingRequired,
         companyId,
         companyName,
         contactUpdate,
+        customChanges,
         enqueueSnackbar,
         siteHostId,
         jobTitle,
@@ -256,13 +307,25 @@ import { LeadSourceSelect } from "./lead-source-select.js";
         contentGutterX: true,
         contentGutterY: true,
         HeaderProps: {
-            action: /*#__PURE__*/ _jsx(Button, {
-                variant: "contained",
-                color: "primary",
-                size: "small",
-                disabled: saving,
-                onClick: ()=>void handleSave(),
-                children: saving ? 'Saving…' : 'Save'
+            action: /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                children: [
+                    edited ? /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        disabled: saving,
+                        onClick: reseed,
+                        children: 'Discard changes'
+                    }) : null,
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        color: "primary",
+                        size: "small",
+                        disabled: saving || !edited || clearingRequired,
+                        onClick: ()=>void handleSave(),
+                        children: saving ? 'Saving…' : 'Save'
+                    })
+                ]
             })
         },
         children: /*#__PURE__*/ _jsxs(Grid, {
@@ -296,7 +359,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         size: "small",
                         label: "Name",
                         value: nameOverride,
-                        onChange: (event)=>setNameOverride(event.target.value),
+                        onChange: (event)=>change(setNameOverride, event.target.value),
                         slotProps: {
                             htmlInput: {
                                 maxLength: 120
@@ -315,7 +378,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         size: "small",
                         label: "Phone",
                         value: phone,
-                        onChange: (event)=>setPhone(event.target.value),
+                        onChange: (event)=>change(setPhone, event.target.value),
                         error: Boolean(phoneError),
                         helperText: phoneError || 'With the country code, like +1 512 555 0107',
                         fullWidth: true,
@@ -356,7 +419,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         size: "small",
                         label: "Job title",
                         value: jobTitle,
-                        onChange: (event)=>setJobTitle(event.target.value),
+                        onChange: (event)=>change(setJobTitle, event.target.value),
                         slotProps: {
                             htmlInput: {
                                 maxLength: 120
@@ -374,7 +437,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         picklist: leadSources.picklist,
                         value: leadSource,
                         stored: record.leadSource,
-                        onChange: setLeadSource
+                        onChange: (value)=>change(setLeadSource, value)
                     })
                 }),
                 /*#__PURE__*/ _jsx(Grid, {
@@ -388,7 +451,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         truncated: companies.truncated,
                         value: companyId,
                         onChange: (id, company)=>{
-                            setCompanyId(id);
+                            change(setCompanyId, id);
                             // The label follows the link: the picked name, or nothing
                             // once the link is cleared. A company the list cannot name
                             // keeps whatever label the record already had.
@@ -411,7 +474,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         size: "small",
                         label: "Lifecycle stage",
                         value: lifecycleStage,
-                        onChange: (event)=>setLifecycleStage(event.target.value),
+                        onChange: (event)=>change(setLifecycleStage, event.target.value),
                         disabled: suiteLocked,
                         helperText: suiteLocked ? crmSuiteLockedReason() : undefined,
                         fullWidth: true,
@@ -437,7 +500,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         size: "small",
                         label: "Owner",
                         value: ownerUid,
-                        onChange: (event)=>setOwnerUid(event.target.value),
+                        onChange: (event)=>change(setOwnerUid, event.target.value),
                         disabled: suiteLocked,
                         helperText: suiteLocked ? crmSuiteLockedReason() : members.ready && !members.options.length ? 'The team roster could not be read, so nobody can be picked yet.' : 'The team member responsible for this relationship',
                         fullWidth: true,
@@ -468,7 +531,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         placeholder: "vip, beta",
                         helperText: "Comma-separated",
                         value: tags,
-                        onChange: (event)=>setTags(event.target.value),
+                        onChange: (event)=>change(setTags, event.target.value),
                         fullWidth: true
                     })
                 }),
@@ -485,7 +548,7 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                             }),
                             /*#__PURE__*/ _jsx(ContactAddressFields, {
                                 value: address,
-                                onChange: setAddress
+                                onChange: (value)=>change(setAddress, value)
                             })
                         ]
                     })
@@ -498,13 +561,50 @@ import { LeadSourceSelect } from "./lead-source-select.js";
                         size: "small",
                         label: "About",
                         value: notes,
-                        onChange: (event)=>setNotes(event.target.value),
+                        onChange: (event)=>change(setNotes, event.target.value),
                         helperText: "Notes for your team. Nobody outside this site's group can read them.",
                         multiline: true,
                         minRows: 3,
                         fullWidth: true
                     })
-                })
+                }),
+                customFields.length ? /*#__PURE__*/ _jsxs(_Fragment, {
+                    children: [
+                        /*#__PURE__*/ _jsx(Grid, {
+                            size: {
+                                xs: 12
+                            },
+                            children: /*#__PURE__*/ _jsx(Typography, {
+                                variant: "subtitle2",
+                                children: 'More fields'
+                            })
+                        }),
+                        customFields.map((definition)=>/*#__PURE__*/ _jsx(Grid, {
+                                size: {
+                                    xs: 12,
+                                    sm: 6
+                                },
+                                children: /*#__PURE__*/ _jsx(CrmCustomFieldControl, {
+                                    definition: definition,
+                                    value: crmCustomDraftValue(storedCustom, custom, definition.key),
+                                    onChange: (value)=>change(setCustom, _extends({}, custom, {
+                                            [definition.key]: value
+                                        })),
+                                    disabled: saving
+                                })
+                            }, definition.$id)),
+                        clearingRequired ? /*#__PURE__*/ _jsx(Grid, {
+                            size: {
+                                xs: 12
+                            },
+                            children: /*#__PURE__*/ _jsx(Typography, {
+                                variant: "caption",
+                                color: "error",
+                                children: 'A required field cannot be left empty.'
+                            })
+                        }) : null
+                    ]
+                }) : null
             ]
         })
     });

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  crmTelHref,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298). Null while it settles, when the select\n   * offers the starter list and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save (AGL-2596).\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [phone, setPhone] = useState(record.phone)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [phoneError, setPhoneError] = useState('')\n  const [saving, setSaving] = useState(false)\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    setNameOverride(record.nameOverride)\n    setPhone(record.phone)\n    setJobTitle(record.jobTitle)\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setPhoneError('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    if (trimmedPhone && !normalizedPhone) {\n      setPhoneError('Enter it with its country code, like +1 512 555 0107.')\n      return\n    }\n    setPhoneError('')\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      name: nameOverride.trim().slice(0, 120),\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      address,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n    }\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        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    companyId,\n    companyName,\n    contactUpdate,\n    enqueueSnackbar,\n    siteHostId,\n    jobTitle,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    ownerUid,\n    phone,\n    record.$id,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** The number in the box as something a dialer takes, or nothing (AGL-2661). */\n  const telHref = crmTelHref(phone)\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#the-record-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            size=\"small\"\n            disabled={saving}\n            onClick={() => void handleSave()}\n          >\n            {saving ? 'Saving…' : 'Save'}\n          </Button>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={nameOverride}\n            onChange={(event) => setNameOverride(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            helperText={\n              record.canonicalName\n                ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n            slotProps={{\n              input: {\n                /*\n                 * Click-to-call (AGL-2661), off what is IN the box rather\n                 * than off the saved value: the number on screen is the one\n                 * a reader means to ring, and `crmTelHref` withholds the\n                 * link from anything half-typed.\n                 */\n                endAdornment: telHref ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={`Call ${phone.trim()}`}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        aria-label={`Call ${phone.trim()}`}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n              },\n            }}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            stored={record.leadSource}\n            onChange={setLeadSource}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              setCompanyId(id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. A company the list cannot name\n              // keeps whatever label the record already had.\n              setCompanyName(company ? company.name : id ? companyName : '')\n            }}\n            onCreate={createCompany}\n            email={record.email}\n            fallbackName={companyName}\n            disabled={saving || suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              setLifecycleStage(event.target.value as ContactLifecycleStage | '')\n            }\n            disabled={suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => setOwnerUid(event.target.value)}\n            disabled={suiteLocked}\n            helperText={\n              suiteLocked\n                ? crmSuiteLockedReason()\n                : members.ready && !members.options.length\n                  ? 'The team roster could not be read, so nobody can be picked yet.'\n                  : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {ownerUid && !ownerKnown ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  crmTelHref,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [phone, setPhone] = useState(record.phone)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [phoneError, setPhoneError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setPhone(record.phone)\n    setJobTitle(record.jobTitle)\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setPhoneError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    if (trimmedPhone && !normalizedPhone) {\n      setPhoneError('Enter it with its country code, like +1 512 555 0107.')\n      return\n    }\n    setPhoneError('')\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      name: nameOverride.trim().slice(0, 120),\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      address,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\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        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    clearingRequired,\n    companyId,\n    companyName,\n    contactUpdate,\n    customChanges,\n    enqueueSnackbar,\n    siteHostId,\n    jobTitle,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    ownerUid,\n    phone,\n    record.$id,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** The number in the box as something a dialer takes, or nothing (AGL-2661). */\n  const telHref = crmTelHref(phone)\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#the-record-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            helperText={\n              record.canonicalName\n                ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => change(setPhone, event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n            slotProps={{\n              input: {\n                /*\n                 * Click-to-call (AGL-2661), off what is IN the box rather\n                 * than off the saved value: the number on screen is the one\n                 * a reader means to ring, and `crmTelHref` withholds the\n                 * link from anything half-typed.\n                 */\n                endAdornment: telHref ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={`Call ${phone.trim()}`}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        aria-label={`Call ${phone.trim()}`}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n              },\n            }}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            stored={record.leadSource}\n            onChange={(value) => change(setLeadSource, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. A company the list cannot name\n              // keeps whatever label the record already had.\n              setCompanyName(company ? company.name : id ? companyName : '')\n            }}\n            onCreate={createCompany}\n            email={record.email}\n            fallbackName={companyName}\n            disabled={saving || suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              change(setLifecycleStage, event.target.value as ContactLifecycleStage | '')\n            }\n            disabled={suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => change(setOwnerUid, event.target.value)}\n            disabled={suiteLocked}\n            helperText={\n              suiteLocked\n                ? crmSuiteLockedReason()\n                : members.ready && !members.options.length\n                  ? 'The team roster could not be read, so nobody can be picked yet.'\n                  : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {ownerUid && !ownerKnown ? (\n              <MenuItem value={ownerUid}>{members.memberName(ownerUid)}</MenuItem>\n            ) : null}\n            {members.options.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {Aglyn.crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => change(setTags, event.target.value)}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Address'}</Typography>\n            <ContactAddressFields\n              value={address}\n              onChange={(value) => change(setAddress, value)}\n            />\n          </Stack>\n        </Grid>\n        <Grid size={{ xs: 12 }}>\n          <TextField\n            size=\"small\"\n            label=\"About\"\n            value={notes}\n            onChange={(event) => change(setNotes, event.target.value)}\n            helperText=\"Notes for your team. Nobody outside this site's group can read them.\"\n            multiline\n            minRows={3}\n            fullWidth\n          />\n        </Grid>\n        {/*\n          The org's own fields (AGL-2601), after the built-in ones and saved\n          with them. Absent, not an empty box, while the org defines none.\n        */}\n        {customFields.length ? (\n          <>\n            <Grid size={{ xs: 12 }}>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n            </Grid>\n            {customFields.map((definition) => (\n              <Grid key={definition.$id} size={{ xs: 12, sm: 6 }}>\n                <CrmCustomFieldControl\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    change(setCustom, { ...custom, [definition.key]: value })\n                  }\n                  disabled={saving}\n                />\n              </Grid>\n            ))}\n            {clearingRequired ? (\n              <Grid size={{ xs: 12 }}>\n                <Typography variant=\"caption\" color=\"error\">\n                  {'A required field cannot be left empty.'}\n                </Typography>\n              </Grid>\n            ) : null}\n          </>\n        ) : null}\n      </Grid>\n    </CardDisplay>\n  )\n}\nContactPropertiesCard.displayName = 'ContactPropertiesCard'\n\nexport default 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package/src/lib/components/contact-timeline-card.d.ts

@@ -54,12 +54,18 @@ export interface ContactTimelineCardProps {
  * — THIS group's facet, filtered to the sites the group may see, the same
  * projection the contacts list makes — and costs no read. The logged side is
  * the bounded listener every activity surface uses, filtered to this
- * contact, with a foot for the next hundred. The campaign side is one
- * request to `crm/contact-email-history`, which reads down this person's
- * own delivery log, capped, and never a campaign's recipients. The facet's
- * history is capped at fifty by the platform, so past the window the stream
- * is the logged side alone; the foot says as much by asking for "more
- * activity" rather than "more history".
+ * contact, a hundred at a time. The campaign side is one request to
+ * `crm/contact-email-history`, which reads down this person's own delivery
+ * log, capped, and never a campaign's recipients. The facet's history is
+ * capped at fifty by the platform, so past the window the stream is the
+ * logged side alone.
+ *
+ * ## How it reads
+ *
+ * Every entry is a collapsed row that opens in place, paged by the
+ * console's footer over the merged stream; a page turned past the logged
+ * window widens it by the next hundred. **Expand all** and **Log activity**
+ * sit in the card header, and edit and delete stay on the entry they act on.
  */
 export declare function ContactTimelineCard(props: ContactTimelineCardProps): import("react").JSX.Element;
 export declare namespace ContactTimelineCard {