@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.219

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.218",
+  "version": "1.0.0-beta.219",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.218",
-    "@aglyn/shared-data-enums": "1.0.0-beta.218",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.218",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.218",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.218",
-    "@aglyn/shared-ui-next": "1.0.0-beta.218",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.218",
-    "@aglyn/shared-util-email": "1.0.0-beta.218",
-    "@aglyn/shared-util-http": "1.0.0-beta.218",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.218",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.218",
-    "@aglyn/tenant-runtime": "1.0.0-beta.218",
+    "@aglyn/aglyn": "1.0.0-beta.219",
+    "@aglyn/shared-data-enums": "1.0.0-beta.219",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.219",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.219",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.219",
+    "@aglyn/shared-ui-next": "1.0.0-beta.219",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.219",
+    "@aglyn/shared-util-email": "1.0.0-beta.219",
+    "@aglyn/shared-util-http": "1.0.0-beta.219",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.219",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.219",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.219",
+    "@aglyn/tenant-runtime": "1.0.0-beta.219",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/index.d.ts

@@ -19,3 +19,4 @@ export * from './lib/plugin';
 export * from './lib/components/crm-console-sections';
 export * from './lib/model/crm-routes';
 export * from './lib/hooks/use-contact-field-definitions';
+export type { crmPlanEntitlements } from './lib/plan-entitlements';

package/src/index.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../libs/plugins/crm/src/index.ts"],"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\nexport * from './lib/constants/bundle-common'\nexport * from './lib/plugin'\n// The hub's section ids and the one way to link into it (AGL-2595), so a\n// surface outside this plugin — a campaign naming a contact, an order\n// naming a company — builds the same address the hub resolves.\nexport * from './lib/components/crm-console-sections'\nexport * from './lib/model/crm-routes'\n// The org's custom contact field definitions, read once and shared\n// (AGL-2601): the contact list's columns, the profile card, the form editor's\n// mapping picker, an import's target list and an audience filter all ask the\n// same question of the same small collection.\nexport * from './lib/hooks/use-contact-field-definitions'\n"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,cAAc,mCAA+B;AAC7C,cAAc,kBAAc;AAC5B,yEAAyE;AACzE,sEAAsE;AACtE,+DAA+D;AAC/D,cAAc,2CAAuC;AACrD,cAAc,4BAAwB;AACtC,mEAAmE;AACnE,8EAA8E;AAC9E,6EAA6E;AAC7E,8CAA8C;AAC9C,cAAc,+CAA2C"}
+{"version":3,"sources":["../../../../../libs/plugins/crm/src/index.ts"],"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\nexport * from './lib/constants/bundle-common'\nexport * from './lib/plugin'\n// The hub's section ids and the one way to link into it (AGL-2595), so a\n// surface outside this plugin — a campaign naming a contact, an order\n// naming a company — builds the same address the hub resolves.\nexport * from './lib/components/crm-console-sections'\nexport * from './lib/model/crm-routes'\n// The org's custom contact field definitions, read once and shared\n// (AGL-2601): the contact list's columns, the profile card, the form editor's\n// mapping picker, an import's target list and an audience filter all ask the\n// same question of the same small collection.\nexport * from './lib/hooks/use-contact-field-definitions'\n// Type-only (AGL-3080): the plugin's entitlement keys are declared by module\n// augmentation in this module, so every program that loads the package\n// type-checks them. The figures reach core through the manifest generator.\nexport type { crmPlanEntitlements } from './lib/plan-entitlements'\n"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,cAAc,mCAA+B;AAC7C,cAAc,kBAAc;AAC5B,yEAAyE;AACzE,sEAAsE;AACtE,+DAA+D;AAC/D,cAAc,2CAAuC;AACrD,cAAc,4BAAwB;AACtC,mEAAmE;AACnE,8EAA8E;AAC9E,6EAA6E;AAC7E,8CAA8C;AAC9C,cAAc,+CAA2C"}

package/src/lib/components/companies-bulk-bar.js

@@ -51,6 +51,7 @@ import { crmBulkWriters, runCrmBulkCalls, runCrmBulkWrites } from "../model/crm-
 import { CrmBulkBarFrame, CrmBulkValueDialog, countNoun } from "./crm-bulk-bar-frame.js";
 import CrmExportAllButton from "./crm-export-all-button.js";
 import { useCrmApi } from "./use-crm-api.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 const NOUN = {
     singular: 'company',
     plural: 'companies'
@@ -80,7 +81,7 @@ const doneSentence = (action, done)=>{
 }
 CompaniesBulkBar.displayName = 'CompaniesBulkBar';
 function CompaniesBulkBarBody(props) {
-    var _members_error, _ref;
+    var _ref, _members_error, _ref1;
     const { hostId, scope, rows, selected, onSelectedChange, members, csv } = props;
     const firestore = useFirestore();
     const { confirm } = useConfirmationContext();
@@ -89,6 +90,7 @@ function CompaniesBulkBarBody(props) {
     const { busy, report, apply, dismissReport } = useCrmBulkApply({
         recordKind: 'company'
     });
+    const followUpSharing = useCrmSharingFollowUp(hostId != null ? hostId : null, (_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null);
     const selectedRows = useMemo(()=>{
         const chosen = new Set(selected);
         return rows.filter((row)=>chosen.has(row.$id));
@@ -112,11 +114,17 @@ function CompaniesBulkBarBody(props) {
     const runPlan = useCallback((action, plan)=>apply({
             attempted: plan.writes.length,
             skipped: plan.skipped,
-            job: ()=>runCrmBulkWrites(writers, plan.writes, (write)=>write.label),
+            job: async ()=>{
+                const outcome = await runCrmBulkWrites(writers, plan.writes, (write)=>write.label);
+                // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).
+                followUpSharing('companies', plan.writes.filter((write)=>write.kind === 'update').map((write)=>write.id));
+                return outcome;
+            },
             done: (count)=>doneSentence(action, count)
         }), [
         apply,
-        writers
+        writers,
+        followUpSharing
     ]);
     const handleApply = useCallback(async ()=>{
         if (!pending || !scope) return;
@@ -254,7 +262,7 @@ function CompaniesBulkBarBody(props) {
             }),
             /*#__PURE__*/ _jsx(CrmExportAllButton, {
                 resource: "companies",
-                orgId: (_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null,
+                orgId: (_ref1 = scope == null ? void 0 : scope[1]) != null ? _ref1 : null,
                 hostId: hostId,
                 disabled: busy
             }),

package/src/lib/components/companies-bulk-bar.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-bulk-bar.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\n/**\n * The bar over the companies table, for whatever rows are ticked\n * (AGL-2621).\n *\n * Tag or untag them, hand them to an owner, take them into a spreadsheet,\n * or delete them. The patches come from `companies-bulk-writes.ts` and go\n * through the shared runner; the delete is the record page's own\n * `crm/company-delete`, per company, one after another — the route unlinks a\n * company's contacts before it goes, and a company past the detach bound is\n * left standing and NAMED, the way the page says it, so a second delete\n * continues where this one stopped.\n *\n * ## The delete is logged, per company\n *\n * Each company that goes is one line in the site's activity feed, as it\n * would be from its own page. A bulk delete of forty companies is forty\n * acts and forty lines; a single \"deleted 40 companies\" line would name\n * none of them, and the feed exists to answer \"where did Acme go\".\n */\n\nimport { CRM_COLLECTIONS, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyBulkRow,\n  planCompanyAddTag,\n  planCompanyRemoveTag,\n  planCompanySetOwner,\n} from '../model/companies-bulk-writes'\nimport {\n  type CompanyCsvOptions,\n  type CompanyCsvRow,\n  companiesCsv,\n} from '../model/companies-csv'\nimport { COMPANY_DETACH_LIMIT } from '../model/companies'\nimport { deleteCompanyThroughRoute } from '../model/company-delete'\nimport { normalizeBulkTag } from '../model/contacts-bulk-writes'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { useCrmApi } from './use-crm-api'\n\nexport interface CompaniesBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and no one feed is written.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly (CompanyBulkRow & CompanyCsvRow)[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  members: OrgMemberOptions\n  /** How the export names an owner — the table's own options. */\n  csv?: CompanyCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'company', plural: 'companies' }\n\ntype PendingAction = 'add-tag' | 'remove-tag' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  'add-tag': 'Add a tag',\n  'remove-tag': 'Remove a tag',\n  owner: 'Set the owner',\n}\n\nconst doneSentence = (action: PendingAction, done: number): string => {\n  const rows = countNoun(done, NOUN)\n  switch (action) {\n    case 'add-tag':\n      return `Tagged ${rows}`\n    case 'remove-tag':\n      return `Removed the tag from ${rows}`\n    case 'owner':\n      return `Owner set on ${rows}`\n  }\n}\n\n/**\n * The bar, or nothing — a separate boundary so the body's hooks never run\n * on the visit to the list that ticks no row.\n */\nexport function CompaniesBulkBar(props: CompaniesBulkBarProps) {\n  if (!props.selected.length) return null\n  return <CompaniesBulkBarBody {...props} />\n}\nCompaniesBulkBar.displayName = 'CompaniesBulkBar'\n\nfunction CompaniesBulkBarBody(props: CompaniesBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, members, csv } = props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const callCrm = useCrmApi(hostId)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'company' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.companies, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (action: PendingAction, plan: CrmBulkPlan) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n        done: (count) => doneSentence(action, count),\n      }),\n    [apply, writers],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const nowMs = Date.now()\n    const tag = normalizeBulkTag(value)\n    if (pending !== 'owner' && !tag) return\n    const plan: CrmBulkPlan =\n      pending === 'add-tag'\n        ? planCompanyAddTag(selectedRows, tag ?? '', nowMs)\n        : pending === 'remove-tag'\n          ? planCompanyRemoveTag(selectedRows, tag ?? '', nowMs)\n          : planCompanySetOwner(selectedRows, value || null, nowMs)\n    const action = pending\n    setPending(null)\n    await runPlan(action, plan)\n  }, [pending, scope, value, selectedRows, runPlan])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('companies-selected.csv', 'text/csv', companiesCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this company?' : `Delete ${count} companies?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from Companies and ` +\n        'unlinked from every contact at them. The contacts themselves are ' +\n        'kept, and so is anything else filed against the companies.',\n      confirmationText: count === 1 ? 'Delete company' : 'Delete companies',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const outcome = await apply({\n      attempted: count,\n      skipped: [],\n      job: () =>\n        runCrmBulkCalls(\n          selectedRows,\n          (row) => String(row.name || row.$id),\n          async (row) => {\n            const result = await deleteCompanyThroughRoute(callCrm, row.$id)\n            if (!result.deleted) {\n              throw new Error(\n                `${COMPANY_DETACH_LIMIT.toLocaleString()} contacts were unlinked ` +\n                  'and more remain — delete again to continue',\n              )\n            }\n            logActivity('Deleted company', {\n              type: 'company',\n              id: row.$id,\n              name: row.name,\n            })\n          },\n        ),\n      done: (done) => `Deleted ${countNoun(done, NOUN)}`,\n    })\n    // The rows that went are gone from the table; the refused ones stay\n    // selected, so the reader can see which they are and try again.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    onSelectedChange(\n      selectedRows\n        .filter((row) => refused.has(String(row.name || row.$id)))\n        .map((row) => row.$id),\n    )\n  }, [scope, selectedRows, confirm, apply, callCrm, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={pending === 'owner' || Boolean(normalizeBulkTag(value))}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'add-tag' || pending === 'remove-tag' ? (\n            <TextField\n              autoFocus\n              size=\"small\"\n              label=\"Tag\"\n              placeholder=\"enterprise\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText={\n                pending === 'add-tag'\n                  ? 'Lowercased, like the tags on a company'\n                  : 'Removed wherever it is present'\n              }\n            />\n          ) : pending === 'owner' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Owner\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              disabled={!members.ready}\n              error={Boolean(members.error)}\n              helperText={members.error ?? (members.ready ? undefined : 'Loading the team…')}\n            >\n              <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n              {members.options.map((member) => (\n                <MenuItem key={member.uid} value={member.uid}>\n                  {crmMemberPickerLabel(member)}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('add-tag')}>\n        {'Add tag'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('remove-tag')}>\n        {'Remove tag'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"companies\"\n        orgId={scope?.[1] ?? null}\n        hostId={hostId}\n        disabled={busy}\n      />\n      <Button\n        size=\"small\"\n        color=\"error\"\n        disabled={busy || !scope}\n        onClick={() => void handleDelete()}\n      >\n        {'Delete'}\n      </Button>\n    </CrmBulkBarFrame>\n  )\n}\nCompaniesBulkBarBody.displayName = 'CompaniesBulkBarBody'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-bulk-bar.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\n/**\n * The bar over the companies table, for whatever rows are ticked\n * (AGL-2621).\n *\n * Tag or untag them, hand them to an owner, take them into a spreadsheet,\n * or delete them. The patches come from `companies-bulk-writes.ts` and go\n * through the shared runner; the delete is the record page's own\n * `crm/company-delete`, per company, one after another — the route unlinks a\n * company's contacts before it goes, and a company past the detach bound is\n * left standing and NAMED, the way the page says it, so a second delete\n * continues where this one stopped.\n *\n * ## The delete is logged, per company\n *\n * Each company that goes is one line in the site's activity feed, as it\n * would be from its own page. A bulk delete of forty companies is forty\n * acts and forty lines; a single \"deleted 40 companies\" line would name\n * none of them, and the feed exists to answer \"where did Acme go\".\n */\n\nimport { CRM_COLLECTIONS, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyBulkRow,\n  planCompanyAddTag,\n  planCompanyRemoveTag,\n  planCompanySetOwner,\n} from '../model/companies-bulk-writes'\nimport {\n  type CompanyCsvOptions,\n  type CompanyCsvRow,\n  companiesCsv,\n} from '../model/companies-csv'\nimport { COMPANY_DETACH_LIMIT } from '../model/companies'\nimport { deleteCompanyThroughRoute } from '../model/company-delete'\nimport { normalizeBulkTag } from '../model/contacts-bulk-writes'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { useCrmApi } from './use-crm-api'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface CompaniesBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and no one feed is written.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly (CompanyBulkRow & CompanyCsvRow)[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  members: OrgMemberOptions\n  /** How the export names an owner — the table's own options. */\n  csv?: CompanyCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'company', plural: 'companies' }\n\ntype PendingAction = 'add-tag' | 'remove-tag' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  'add-tag': 'Add a tag',\n  'remove-tag': 'Remove a tag',\n  owner: 'Set the owner',\n}\n\nconst doneSentence = (action: PendingAction, done: number): string => {\n  const rows = countNoun(done, NOUN)\n  switch (action) {\n    case 'add-tag':\n      return `Tagged ${rows}`\n    case 'remove-tag':\n      return `Removed the tag from ${rows}`\n    case 'owner':\n      return `Owner set on ${rows}`\n  }\n}\n\n/**\n * The bar, or nothing — a separate boundary so the body's hooks never run\n * on the visit to the list that ticks no row.\n */\nexport function CompaniesBulkBar(props: CompaniesBulkBarProps) {\n  if (!props.selected.length) return null\n  return <CompaniesBulkBarBody {...props} />\n}\nCompaniesBulkBar.displayName = 'CompaniesBulkBar'\n\nfunction CompaniesBulkBarBody(props: CompaniesBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, members, csv } = props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const callCrm = useCrmApi(hostId)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'company' })\n  const followUpSharing = useCrmSharingFollowUp(hostId ?? null, scope?.[1] ?? null)\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.companies, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (action: PendingAction, plan: CrmBulkPlan) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: async () => {\n          const outcome = await runCrmBulkWrites(writers, plan.writes, (write) => write.label)\n          // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).\n          followUpSharing(\n            'companies',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => write.id),\n          )\n          return outcome\n        },\n        done: (count) => doneSentence(action, count),\n      }),\n    [apply, writers, followUpSharing],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const nowMs = Date.now()\n    const tag = normalizeBulkTag(value)\n    if (pending !== 'owner' && !tag) return\n    const plan: CrmBulkPlan =\n      pending === 'add-tag'\n        ? planCompanyAddTag(selectedRows, tag ?? '', nowMs)\n        : pending === 'remove-tag'\n          ? planCompanyRemoveTag(selectedRows, tag ?? '', nowMs)\n          : planCompanySetOwner(selectedRows, value || null, nowMs)\n    const action = pending\n    setPending(null)\n    await runPlan(action, plan)\n  }, [pending, scope, value, selectedRows, runPlan])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('companies-selected.csv', 'text/csv', companiesCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this company?' : `Delete ${count} companies?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from Companies and ` +\n        'unlinked from every contact at them. The contacts themselves are ' +\n        'kept, and so is anything else filed against the companies.',\n      confirmationText: count === 1 ? 'Delete company' : 'Delete companies',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const outcome = await apply({\n      attempted: count,\n      skipped: [],\n      job: () =>\n        runCrmBulkCalls(\n          selectedRows,\n          (row) => String(row.name || row.$id),\n          async (row) => {\n            const result = await deleteCompanyThroughRoute(callCrm, row.$id)\n            if (!result.deleted) {\n              throw new Error(\n                `${COMPANY_DETACH_LIMIT.toLocaleString()} contacts were unlinked ` +\n                  'and more remain — delete again to continue',\n              )\n            }\n            logActivity('Deleted company', {\n              type: 'company',\n              id: row.$id,\n              name: row.name,\n            })\n          },\n        ),\n      done: (done) => `Deleted ${countNoun(done, NOUN)}`,\n    })\n    // The rows that went are gone from the table; the refused ones stay\n    // selected, so the reader can see which they are and try again.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    onSelectedChange(\n      selectedRows\n        .filter((row) => refused.has(String(row.name || row.$id)))\n        .map((row) => row.$id),\n    )\n  }, [scope, selectedRows, confirm, apply, callCrm, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={pending === 'owner' || Boolean(normalizeBulkTag(value))}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'add-tag' || pending === 'remove-tag' ? (\n            <TextField\n              autoFocus\n              size=\"small\"\n              label=\"Tag\"\n              placeholder=\"enterprise\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText={\n                pending === 'add-tag'\n                  ? 'Lowercased, like the tags on a company'\n                  : 'Removed wherever it is present'\n              }\n            />\n          ) : pending === 'owner' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Owner\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              disabled={!members.ready}\n              error={Boolean(members.error)}\n              helperText={members.error ?? (members.ready ? undefined : 'Loading the team…')}\n            >\n              <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n              {members.options.map((member) => (\n                <MenuItem key={member.uid} value={member.uid}>\n                  {crmMemberPickerLabel(member)}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('add-tag')}>\n        {'Add tag'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('remove-tag')}>\n        {'Remove tag'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"companies\"\n        orgId={scope?.[1] ?? null}\n        hostId={hostId}\n        disabled={busy}\n      />\n      <Button\n        size=\"small\"\n        color=\"error\"\n        disabled={busy || !scope}\n        onClick={() => void handleDelete()}\n      >\n        {'Delete'}\n      </Button>\n    </CrmBulkBarFrame>\n  )\n}\nCompaniesBulkBarBody.displayName = 'CompaniesBulkBarBody'\n\nexport default CompaniesBulkBar\n"],"names":["CRM_COLLECTIONS","crmMemberPickerLabel","useConfirmationContext","useFirestore","useHostActivityLogger","Button","MenuItem","TextField","doc","useCallback","useMemo","useState","useCrmBulkApply","planCompanyAddTag","planCompanyRemoveTag","planCompanySetOwner","companiesCsv","COMPANY_DETACH_LIMIT","deleteCompanyThroughRoute","normalizeBulkTag","downloadTextFile","crmBulkWriters","runCrmBulkCalls","runCrmBulkWrites","CrmBulkBarFrame","CrmBulkValueDialog","countNoun","CrmExportAllButton","useCrmApi","useCrmSharingFollowUp","NOUN","singular","plural","ACTION_TITLES","owner","doneSentence","action","done","rows","CompaniesBulkBar","props","selected","length","CompaniesBulkBarBody","displayName","members","hostId","scope","onSelectedChange","csv","firestore","confirm","logActivity","undefined","callCrm","busy","report","apply","dismissReport","recordKind","followUpSharing","selectedRows","chosen","Set","filter","row","has","$id","pending","setPending","value","setValue","writers","id","companies","openAction","runPlan","plan","attempted","writes","skipped","job","outcome","write","label","kind","map","count","handleApply","nowMs","Date","now","tag","handleExport","handleDelete","confirmed","title","description","confirmationText","confirmationButtonProps","color","then","catch","String","name","result","deleted","Error","toLocaleString","type","refused","noun","onClear","onDismissReport","extras","open","canApply","Boolean","onClose","onApply","autoFocus","size","placeholder","onChange","event","target","helperText","select","disabled","ready","error","options","member","uid","onClick","resource","orgId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA;;;;;;;;;;;;;;;;;;CAkBC,GAED,SAASA,eAAe,EAAEC,oBAAoB,QAAQ,eAAc;AACpE,SAASC,sBAAsB,QAAQ,uBAAsB;AAC7D,SAASC,YAAY,EAAEC,qBAAqB,QAAQ,iCAAgC;AACpF,SAASC,MAAM,EAAEC,QAAQ,EAAEC,SAAS,QAAQ,gBAAe;AAC3D,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,eAAe,QAAQ,iCAA6B;AAE7D,SAEEC,iBAAiB,EACjBC,oBAAoB,EACpBC,mBAAmB,QACd,oCAAgC;AACvC,SAGEC,YAAY,QACP,4BAAwB;AAC/B,SAASC,oBAAoB,QAAQ,wBAAoB;AACzD,SAASC,yBAAyB,QAAQ,6BAAyB;AACnE,SAASC,gBAAgB,QAAQ,mCAA+B;AAChE,SAASC,gBAAgB,QAAQ,2BAAuB;AACxD,SAEEC,cAAc,EACdC,eAAe,EACfC,gBAAgB,QACX,8BAA0B;AACjC,SAEEC,eAAe,EACfC,kBAAkB,EAClBC,SAAS,QACJ,0BAAsB;AAC7B,OAAOC,wBAAwB,6BAAyB;AACxD,SAASC,SAAS,QAAQ,mBAAe;AACzC,SAASC,qBAAqB,QAAQ,8BAA0B;AAoBhE,MAAMC,OAAoB;IAAEC,UAAU;IAAWC,QAAQ;AAAY;AAIrE,MAAMC,gBAA+C;IACnD,WAAW;IACX,cAAc;IACdC,OAAO;AACT;AAEA,MAAMC,eAAe,CAACC,QAAuBC;IAC3C,MAAMC,OAAOZ,UAAUW,MAAMP;IAC7B,OAAQM;QACN,KAAK;YACH,OAAO,CAAC,OAAO,EAAEE,MAAM;QACzB,KAAK;YACH,OAAO,CAAC,qBAAqB,EAAEA,MAAM;QACvC,KAAK;YACH,OAAO,CAAC,aAAa,EAAEA,MAAM;IACjC;AACF;AAEA;;;CAGC,GACD,OAAO,SAASC,iBAAiBC,KAA4B;IAC3D,IAAI,CAACA,MAAMC,QAAQ,CAACC,MAAM,EAAE,OAAO;IACnC,qBAAO,KAACC,mCAAyBH;AACnC;AACAD,iBAAiBK,WAAW,GAAG;AAE/B,SAASD,qBAAqBH,KAA4B;cAiKhCK;IAhKxB,MAAM,EAAEC,MAAM,EAAEC,KAAK,EAAET,IAAI,EAAEG,QAAQ,EAAEO,gBAAgB,EAAEH,OAAO,EAAEI,GAAG,EAAE,GAAGT;IAC1E,MAAMU,YAAY/C;IAClB,MAAM,EAAEgD,OAAO,EAAE,GAAGjD;IACpB,MAAMkD,cAAchD,sBAAsB0C,iBAAAA,SAAUO;IACpD,MAAMC,UAAU1B,UAAUkB;IAC1B,MAAM,EAAES,IAAI,EAAEC,MAAM,EAAEC,KAAK,EAAEC,aAAa,EAAE,GAAG9C,gBAAgB;QAAE+C,YAAY;IAAU;IACvF,MAAMC,kBAAkB/B,sBAAsBiB,iBAAAA,SAAU,cAAMC,yBAAAA,KAAO,CAAC,EAAE,mBAAI;IAE5E,MAAMc,eAAenD,QAAQ;QAC3B,MAAMoD,SAAS,IAAIC,IAAItB;QACvB,OAAOH,KAAK0B,MAAM,CAAC,CAACC,MAAQH,OAAOI,GAAG,CAACD,IAAIE,GAAG;IAChD,GAAG;QAAC7B;QAAMG;KAAS;IAEnB,MAAM,CAAC2B,SAASC,WAAW,GAAG1D,SAA+B;IAC7D,MAAM,CAAC2D,OAAOC,SAAS,GAAG5D,SAAS;IAEnC,MAAM6D,UAAU9D,QACd,IACEW,eAAe6B,WAAW,CAACuB;;mBACzBjE,IAAI0C,mBAAWH,yBAAAA,KAAO,CAAC,EAAE,mBAAI,iBAAQA,yBAAAA,KAAO,CAAC,EAAE,oBAAI,IAAI/C,gBAAgB0E,SAAS,EAAED;YAEtF;QAACvB;QAAWH;KAAM;IAGpB,MAAM4B,aAAa,CAACvC;QAClBmC,SAAS;QACTF,WAAWjC;IACb;IAEA,MAAMwC,UAAUnE,YACd,CAAC2B,QAAuByC,OACtBpB,MAAM;YACJqB,WAAWD,KAAKE,MAAM,CAACrC,MAAM;YAC7BsC,SAASH,KAAKG,OAAO;YACrBC,KAAK;gBACH,MAAMC,UAAU,MAAM3D,iBAAiBiD,SAASK,KAAKE,MAAM,EAAE,CAACI,QAAUA,MAAMC,KAAK;gBACnF,2EAA2E;gBAC3ExB,gBACE,aACAiB,KAAKE,MAAM,CAACf,MAAM,CAAC,CAACmB,QAAUA,MAAME,IAAI,KAAK,UAAUC,GAAG,CAAC,CAACH,QAAUA,MAAMV,EAAE;gBAEhF,OAAOS;YACT;YACA7C,MAAM,CAACkD,QAAUpD,aAAaC,QAAQmD;QACxC,IACF;QAAC9B;QAAOe;QAASZ;KAAgB;IAGnC,MAAM4B,cAAc/E,YAAY;QAC9B,IAAI,CAAC2D,WAAW,CAACrB,OAAO;QACxB,MAAM0C,QAAQC,KAAKC,GAAG;QACtB,MAAMC,MAAMzE,iBAAiBmD;QAC7B,IAAIF,YAAY,WAAW,CAACwB,KAAK;QACjC,MAAMf,OACJT,YAAY,YACRvD,kBAAkBgD,cAAc+B,cAAAA,MAAO,IAAIH,SAC3CrB,YAAY,eACVtD,qBAAqB+C,cAAc+B,cAAAA,MAAO,IAAIH,SAC9C1E,oBAAoB8C,cAAcS,SAAS,MAAMmB;QACzD,MAAMrD,SAASgC;QACfC,WAAW;QACX,MAAMO,QAAQxC,QAAQyC;IACxB,GAAG;QAACT;QAASrB;QAAOuB;QAAOT;QAAce;KAAQ;IAEjD,MAAMiB,eAAepF,YAAY;QAC/BW,iBAAiB,0BAA0B,YAAYJ,aAAa6C,cAAcZ;IACpF,GAAG;QAACY;QAAcZ;KAAI;IAEtB,MAAM6C,eAAerF,YAAY;QAC/B,IAAI,CAACsC,SAAS,CAACc,aAAanB,MAAM,EAAE;QACpC,MAAM6C,QAAQ1B,aAAanB,MAAM;QACjC,MAAMqD,YAAY,MAAM5C,QAAQ;YAC9B6C,OAAOT,UAAU,IAAI,yBAAyB,CAAC,OAAO,EAAEA,MAAM,WAAW,CAAC;YAC1EU,aACE,GAAGV,UAAU,IAAI,UAAU,WAAW,4BAA4B,CAAC,GACnE,sEACA;YACFW,kBAAkBX,UAAU,IAAI,mBAAmB;YACnDY,yBAAyB;gBAAEC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package/src/lib/components/company-detail-page.js

@@ -33,6 +33,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
 import RecordFilesCard from "./record-files-card.js";
 import { RecordTasksCard } from "./record-tasks-card.js";
 import CompanyPropertiesCard from "./company-properties-card.js";
+import { RecordSharingCard } from "./record-sharing-card.js";
 import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
 /**
  * `/crm/companies/{companyId}` — one organization (AGL-2597).
@@ -49,6 +50,7 @@ import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
  * not a link anybody can paste.
  */ export function CompanyDetailPage(props) {
     var _company_hostId, _company_name, _company_name1, _company_name2;
+    var _crmScope_consentGroup;
     const { id, basePath, hostId, org } = props;
     const routes = crmRoutes(basePath);
     const router = useRouter();
@@ -150,6 +152,15 @@ import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
                     mediaIds: company.mediaIds,
                     topic: "companies"
                 }),
+                /*#__PURE__*/ _jsx(RecordSharingCard, {
+                    object: "companies",
+                    id: id,
+                    record: company,
+                    hostId: hostId != null ? hostId : null,
+                    orgId: orgId,
+                    org: org,
+                    viewingHostIds: (_crmScope_consentGroup = crmScope.consentGroup) == null ? void 0 : _crmScope_consentGroup.hostIds
+                }),
                 /*#__PURE__*/ _jsx(RecordActivityCard, {
                     hostId: hostId,
                     org: org,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, type CrmCompany, pluginDocsHelp } from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback } from 'react'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport CompanyContactsCard from './company-contacts-card'\nimport CompanyDealsCard from './company-deals-card'\nimport { CrmRecordHeader } from './crm-record-header'\nimport { RecordActivityCard } from './record-activity-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport CompanyPropertiesCard from './company-properties-card'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\n\n/**\n * `/crm/companies/{companyId}` — one organization (AGL-2597).\n *\n * The record behind a row of the Companies section: its properties, its\n * people, and — as the rest of the CRM lands — its deals, its open tasks\n * and the activity logged against it. Each of those is a card in a file of\n * its own, so the agent shipping deals replaces one file and touches nothing\n * here; this page reads the ONE document every card is about and hands it\n * down.\n *\n * A route rather than a drawer because a company is what a deal, a task and\n * a contact all point at, and a link that opens a drawer on top of a list is\n * not a link anybody can paste.\n */\nexport function CompanyDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope, orgId } = crmScope\n  const members = useOrgMemberOptions(orgId)\n\n  const {\n    data: company,\n    status,\n    fromCache,\n  } = useFirestoreDoc<CrmCompany>(\n    () =>\n      scope\n        ? doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id)\n        : null,\n    [firestore, scope, id],\n  )\n\n  const onDeleted = useCallback(\n    () => router.push(routes.section('companies')),\n    [router, routes],\n  )\n\n  if (!company) {\n    /*\n     * Loading and MISSING are different answers. A company that cannot be\n     * read is a different situation from an empty one, and reading `status`\n     * rather than the absence of data is what stops the refusal being\n     * flashed on every arrival, before the org scope has resolved.\n     */\n    const settled = Boolean(scope) && status !== 'loading'\n    return (\n      <CrmRecordHeader\n        kind=\"Company\"\n        title={undefined}\n        help={pluginDocsHelp('companies', { anchor: '#a-companys-page' })}\n        backHref={routes.section('companies')}\n        backLabel=\"Back to companies\"\n        loading={!settled}\n      >\n        {settled ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This company could not be loaded. It may have been deleted.'}\n          </Typography>\n        ) : null}\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the company's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={company.hostId ?? null}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the cards under it say what they\n          hold rather than repeating the name. */}\n      <Stack spacing={2}>\n        <CompanyPropertiesCard\n          company={{ ...company, $id: id }}\n          seed={{ fromCache, unreadable: status === 'error' }}\n          hostId={hostId}\n          org={org}\n          crmScope={crmScope}\n          members={members}\n          routes={routes}\n          onDeleted={onDeleted}\n        />\n        {/* What an assistant proposes about the company (AGL-2917). */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"company\"\n          recordId={id}\n          name={String(company.name ?? '')}\n          taskLink={{ companyId: id }}\n        />\n        <CompanyContactsCard\n          companyId={id}\n          companyName={String(company.name ?? '')}\n          crmScope={crmScope}\n          org={org as Record<string, unknown> | undefined}\n          routes={routes}\n        />\n        <CompanyDealsCard\n          hostId={hostId}\n          org={org}\n          basePath={basePath}\n          companyId={id}\n          companyName={String(company.name ?? '')}\n        />\n        <RecordTasksCard hostId={hostId} org={org} basePath={basePath} companyId={id} />\n        <RecordFilesCard\n          scope={scope}\n          collection={CRM_COLLECTIONS.companies}\n          recordId={id}\n          mediaIds={company.mediaIds}\n          topic=\"companies\"\n        />\n        <RecordActivityCard hostId={hostId} org={org} companyId={id} />\n      </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nCompanyDetailPage.displayName = 'CompanyDetailPage'\n\nexport default CompanyDetailPage\n"],"names":["CRM_COLLECTIONS","pluginDocsHelp","useFirestore","useFirestoreDoc","Stack","Typography","doc","useRouter","useCallback","CrmCreateSiteDefault","useCrmScope","useOrgMemberOptions","crmRoutes","CompanyContactsCard","CompanyDealsCard","CrmRecordHeader","RecordActivityCard","RecordFilesCard","RecordTasksCard","CompanyPropertiesCard","CrmRecordInsightsZone","CompanyDetailPage","props","company","id","basePath","hostId","org","routes","router","firestore","crmScope","scope","orgId","members","data","status","fromCache","companies","onDeleted","push","section","settled","Boolean","kind","title","undefined","help","anchor","backHref","backLabel","loading","variant","color","spacing","$id","seed","unreadable","recordId","name","String","taskLink","companyId","companyName","collection","mediaIds","topic","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,eAAe,EAAmBC,cAAc,QAAQ,eAAc;AAC/E,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,QAAQ,QAAO;AACnC,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,OAAOC,yBAAyB,6BAAyB;AACzD,OAAOC,sBAAsB,0BAAsB;AACnD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,OAAOC,qBAAqB,yBAAqB;AACjD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,OAAOC,2BAA2B,+BAA2B;AAC7D,SAASC,qBAAqB,QAAQ,gCAA4B;AAElE;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,kBAAkBC,KAAyB;QAuDzBC,iBAqBXA,eAKOA,gBAUAA;IA1F5B,MAAM,EAAEC,EAAE,EAAEC,QAAQ,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGL;IACtC,MAAMM,SAAShB,UAAUa;IACzB,MAAMI,SAAStB;IACf,MAAMuB,YAAY5B;IAClB,MAAM6B,WAAWrB,YAAY;QAAEgB;QAAQC;IAAI;IAC3C,MAAM,EAAEK,KAAK,EAAEC,KAAK,EAAE,GAAGF;IACzB,MAAMG,UAAUvB,oBAAoBsB;IAEpC,MAAM,EACJE,MAAMZ,OAAO,EACba,MAAM,EACNC,SAAS,EACV,GAAGlC,gBACF,IACE6B,QACI1B,IAAIwB,WAAWE,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEhC,gBAAgBsC,SAAS,EAAEd,MAC9D,MACN;QAACM;QAAWE;QAAOR;KAAG;IAGxB,MAAMe,YAAY/B,YAChB,IAAMqB,OAAOW,IAAI,CAACZ,OAAOa,OAAO,CAAC,eACjC;QAACZ;QAAQD;KAAO;IAGlB,IAAI,CAACL,SAAS;QACZ;;;;;KAKC,GACD,MAAMmB,UAAUC,QAAQX,UAAUI,WAAW;QAC7C,qBACE,KAACrB;YACC6B,MAAK;YACLC,OAAOC;YACPC,MAAM9C,eAAe,aAAa;gBAAE+C,QAAQ;YAAmB;YAC/DC,UAAUrB,OAAOa,OAAO,CAAC;YACzBS,WAAU;YACVC,SAAS,CAACT;sBAETA,wBACC,KAACrC;gBAAW+C,SAAQ;gBAAQC,OAAM;0BAC/B;iBAED;;IAGV;IAEA,OACE,qEAAqE;IACrE,sEAAsE;kBACtE,KAAC5C;QAAqBiB,MAAM,GAAEH,kBAAAA,QAAQG,MAAM,YAAdH,kBAAkB;kBAI9C,cAAA,MAACnB;YAAMkD,SAAS;;8BACd,KAACnC;oBACCI,SAAS,aAAKA;wBAASgC,KAAK/B;;oBAC5BgC,MAAM;wBAAEnB;wBAAWoB,YAAYrB,WAAW;oBAAQ;oBAClDV,QAAQA;oBACRC,KAAKA;oBACLI,UAAUA;oBACVG,SAASA;oBACTN,QAAQA;oBACRW,WAAWA;;8BAGb,KAACnB;oBACCM,QAAQA;oBACRC,KAAKA;oBACLiB,MAAK;oBACLc,UAAUlC;oBACVmC,MAAMC,QAAOrC,gBAAAA,QAAQoC,IAAI,YAAZpC,gBAAgB;oBAC7BsC,UAAU;wBAAEC,WAAWtC;oBAAG;;8BAE5B,KAACX;oBACCiD,WAAWtC;oBACXuC,aAAaH,QAAOrC,iBAAAA,QAAQoC,IAAI,YAAZpC,iBAAgB;oBACpCQ,UAAUA;oBACVJ,KAAKA;oBACLC,QAAQA;;8BAEV,KAACd;oBACCY,QAAQA;oBACRC,KAAKA;oBACLF,UAAUA;oBACVqC,WAAWtC;oBACXuC,aAAaH,QAAOrC,iBAAAA,QAAQoC,IAAI,YAAZpC,iBAAgB;;8BAEtC,KAACL;oBAAgBQ,QAAQA;oBAAQC,KAAKA;oBAAKF,UAAUA;oBAAUqC,WAAWtC;;8BAC1E,KAACP;oBACCe,OAAOA;oBACPgC,YAAYhE,gBAAgBsC,SAAS;oBACrCoB,UAAUlC;oBACVyC,UAAU1C,QAAQ0C,QAAQ;oBAC1BC,OAAM;;8BAER,KAAClD;oBAAmBU,QAAQA;oBAAQC,KAAKA;oBAAKmC,WAAWtC;;;;;AAIjE;AACAH,kBAAkB8C,WAAW,GAAG;AAEhC,eAAe9C,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, type CrmCompany, pluginDocsHelp } from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback } from 'react'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport CompanyContactsCard from './company-contacts-card'\nimport CompanyDealsCard from './company-deals-card'\nimport { CrmRecordHeader } from './crm-record-header'\nimport { RecordActivityCard } from './record-activity-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport CompanyPropertiesCard from './company-properties-card'\nimport { RecordSharingCard } from './record-sharing-card'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\n\n/**\n * `/crm/companies/{companyId}` — one organization (AGL-2597).\n *\n * The record behind a row of the Companies section: its properties, its\n * people, and — as the rest of the CRM lands — its deals, its open tasks\n * and the activity logged against it. Each of those is a card in a file of\n * its own, so the agent shipping deals replaces one file and touches nothing\n * here; this page reads the ONE document every card is about and hands it\n * down.\n *\n * A route rather than a drawer because a company is what a deal, a task and\n * a contact all point at, and a link that opens a drawer on top of a list is\n * not a link anybody can paste.\n */\nexport function CompanyDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope, orgId } = crmScope\n  const members = useOrgMemberOptions(orgId)\n\n  const {\n    data: company,\n    status,\n    fromCache,\n  } = useFirestoreDoc<CrmCompany>(\n    () =>\n      scope\n        ? doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id)\n        : null,\n    [firestore, scope, id],\n  )\n\n  const onDeleted = useCallback(\n    () => router.push(routes.section('companies')),\n    [router, routes],\n  )\n\n  if (!company) {\n    /*\n     * Loading and MISSING are different answers. A company that cannot be\n     * read is a different situation from an empty one, and reading `status`\n     * rather than the absence of data is what stops the refusal being\n     * flashed on every arrival, before the org scope has resolved.\n     */\n    const settled = Boolean(scope) && status !== 'loading'\n    return (\n      <CrmRecordHeader\n        kind=\"Company\"\n        title={undefined}\n        help={pluginDocsHelp('companies', { anchor: '#a-companys-page' })}\n        backHref={routes.section('companies')}\n        backLabel=\"Back to companies\"\n        loading={!settled}\n      >\n        {settled ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This company could not be loaded. It may have been deleted.'}\n          </Typography>\n        ) : null}\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the company's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={company.hostId ?? null}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the cards under it say what they\n          hold rather than repeating the name. */}\n      <Stack spacing={2}>\n        <CompanyPropertiesCard\n          company={{ ...company, $id: id }}\n          seed={{ fromCache, unreadable: status === 'error' }}\n          hostId={hostId}\n          org={org}\n          crmScope={crmScope}\n          members={members}\n          routes={routes}\n          onDeleted={onDeleted}\n        />\n        {/* What an assistant proposes about the company (AGL-2917). */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"company\"\n          recordId={id}\n          name={String(company.name ?? '')}\n          taskLink={{ companyId: id }}\n        />\n        <CompanyContactsCard\n          companyId={id}\n          companyName={String(company.name ?? '')}\n          crmScope={crmScope}\n          org={org as Record<string, unknown> | undefined}\n          routes={routes}\n        />\n        <CompanyDealsCard\n          hostId={hostId}\n          org={org}\n          basePath={basePath}\n          companyId={id}\n          companyName={String(company.name ?? '')}\n        />\n        <RecordTasksCard hostId={hostId} org={org} basePath={basePath} companyId={id} />\n        <RecordFilesCard\n          scope={scope}\n          collection={CRM_COLLECTIONS.companies}\n          recordId={id}\n          mediaIds={company.mediaIds}\n          topic=\"companies\"\n        />\n        {/* Where the company is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"companies\"\n          id={id}\n          record={company as unknown as Record<string, unknown>}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={crmScope.consentGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={hostId} org={org} companyId={id} />\n      </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nCompanyDetailPage.displayName = 'CompanyDetailPage'\n\nexport default CompanyDetailPage\n"],"names":["CRM_COLLECTIONS","pluginDocsHelp","useFirestore","useFirestoreDoc","Stack","Typography","doc","useRouter","useCallback","CrmCreateSiteDefault","useCrmScope","useOrgMemberOptions","crmRoutes","CompanyContactsCard","CompanyDealsCard","CrmRecordHeader","RecordActivityCard","RecordFilesCard","RecordTasksCard","CompanyPropertiesCard","RecordSharingCard","CrmRecordInsightsZone","CompanyDetailPage","props","company","crmScope","id","basePath","hostId","org","routes","router","firestore","scope","orgId","members","data","status","fromCache","companies","onDeleted","push","section","settled","Boolean","kind","title","undefined","help","anchor","backHref","backLabel","loading","variant","color","spacing","$id","seed","unreadable","recordId","name","String","taskLink","companyId","companyName","collection","mediaIds","topic","object","record","viewingHostIds","consentGroup","hostIds","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,eAAe,EAAmBC,cAAc,QAAQ,eAAc;AAC/E,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,QAAQ,QAAO;AACnC,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,OAAOC,yBAAyB,6BAAyB;AACzD,OAAOC,sBAAsB,0BAAsB;AACnD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,OAAOC,qBAAqB,yBAAqB;AACjD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,OAAOC,2BAA2B,+BAA2B;AAC7D,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,qBAAqB,QAAQ,gCAA4B;AAElE;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,kBAAkBC,KAAyB;QAuDzBC,iBAqBXA,eAKOA,gBAUAA;QAkBJC;IA5GxB,MAAM,EAAEC,EAAE,EAAEC,QAAQ,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGN;IACtC,MAAMO,SAASlB,UAAUe;IACzB,MAAMI,SAASxB;IACf,MAAMyB,YAAY9B;IAClB,MAAMuB,WAAWf,YAAY;QAAEkB;QAAQC;IAAI;IAC3C,MAAM,EAAEI,KAAK,EAAEC,KAAK,EAAE,GAAGT;IACzB,MAAMU,UAAUxB,oBAAoBuB;IAEpC,MAAM,EACJE,MAAMZ,OAAO,EACba,MAAM,EACNC,SAAS,EACV,GAAGnC,gBACF,IACE8B,QACI3B,IAAI0B,WAAWC,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEjC,gBAAgBuC,SAAS,EAAEb,MAC9D,MACN;QAACM;QAAWC;QAAOP;KAAG;IAGxB,MAAMc,YAAYhC,YAChB,IAAMuB,OAAOU,IAAI,CAACX,OAAOY,OAAO,CAAC,eACjC;QAACX;QAAQD;KAAO;IAGlB,IAAI,CAACN,SAAS;QACZ;;;;;KAKC,GACD,MAAMmB,UAAUC,QAAQX,UAAUI,WAAW;QAC7C,qBACE,KAACtB;YACC8B,MAAK;YACLC,OAAOC;YACPC,MAAM/C,eAAe,aAAa;gBAAEgD,QAAQ;YAAmB;YAC/DC,UAAUpB,OAAOY,OAAO,CAAC;YACzBS,WAAU;YACVC,SAAS,CAACT;sBAETA,wBACC,KAACtC;gBAAWgD,SAAQ;gBAAQC,OAAM;0BAC/B;iBAED;;IAGV;IAEA,OACE,qEAAqE;IACrE,sEAAsE;kBACtE,KAAC7C;QAAqBmB,MAAM,GAAEJ,kBAAAA,QAAQI,MAAM,YAAdJ,kBAAkB;kBAI9C,cAAA,MAACpB;YAAMmD,SAAS;;8BACd,KAACpC;oBACCK,SAAS,aAAKA;wBAASgC,KAAK9B;;oBAC5B+B,MAAM;wBAAEnB;wBAAWoB,YAAYrB,WAAW;oBAAQ;oBAClDT,QAAQA;oBACRC,KAAKA;oBACLJ,UAAUA;oBACVU,SAASA;oBACTL,QAAQA;oBACRU,WAAWA;;8BAGb,KAACnB;oBACCO,QAAQA;oBACRC,KAAKA;oBACLgB,MAAK;oBACLc,UAAUjC;oBACVkC,MAAMC,QAAOrC,gBAAAA,QAAQoC,IAAI,YAAZpC,gBAAgB;oBAC7BsC,UAAU;wBAAEC,WAAWrC;oBAAG;;8BAE5B,KAACb;oBACCkD,WAAWrC;oBACXsC,aAAaH,QAAOrC,iBAAAA,QAAQoC,IAAI,YAAZpC,iBAAgB;oBACpCC,UAAUA;oBACVI,KAAKA;oBACLC,QAAQA;;8BAEV,KAAChB;oBACCc,QAAQA;oBACRC,KAAKA;oBACLF,UAAUA;oBACVoC,WAAWrC;oBACXsC,aAAaH,QAAOrC,iBAAAA,QAAQoC,IAAI,YAAZpC,iBAAgB;;8BAEtC,KAACN;oBAAgBU,QAAQA;oBAAQC,KAAKA;oBAAKF,UAAUA;oBAAUoC,WAAWrC;;8BAC1E,KAACT;oBACCgB,OAAOA;oBACPgC,YAAYjE,gBAAgBuC,SAAS;oBACrCoB,UAAUjC;oBACVwC,UAAU1C,QAAQ0C,QAAQ;oBAC1BC,OAAM;;8BAGR,KAAC/C;oBACCgD,QAAO;oBACP1C,IAAIA;oBACJ2C,QAAQ7C;oBACRI,MAAM,EAAEA,iBAAAA,SAAU;oBAClBM,OAAOA;oBACPL,KAAKA;oBACLyC,cAAc,GAAE7C,yBAAAA,SAAS8C,YAAY,qBAArB9C,uBAAuB+C,OAAO;;8BAEhD,KAACxD;oBAAmBY,QAAQA;oBAAQC,KAAKA;oBAAKkC,WAAWrC;;;;;AAIjE;AACAJ,kBAAkBmD,WAAW,GAAG;AAEhC,eAAenD,kBAAiB"}

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

@@ -35,6 +35,7 @@ import { crmCustomDraftDocument, crmCustomDraftMissingRequired, crmCustomDraftVa
 import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
 import { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 const ADDRESS_FIELDS = [
     {
         key: 'line1',
@@ -74,7 +75,7 @@ const ADDRESS_FIELDS = [
  * `acme` or a phone number with no country code is refused — as a message
  * beside the button, with the typed values left where they are.
  */ export function CompanyEditDrawer(props) {
-    var _ref, _members_error;
+    var _ref, _ref1, _members_error;
     const { open, onClose, hostId, org, company, seed, members, onSaved } = props;
     const firestore = useFirestore();
     const { data: user } = useUser();
@@ -83,6 +84,8 @@ const ADDRESS_FIELDS = [
         hostId,
         org
     });
+    // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).
+    const followUpSharing = useCrmSharingFollowUp(hostId, (_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null);
     // The feed the act is logged in is the level it was PERFORMED at
     // (AGL-2738): this site's under a site, the organization's at the org
     // hub. `createHostId` is where the record is STAMPED, which at the hub is
@@ -97,7 +100,7 @@ const ADDRESS_FIELDS = [
    * keys the reader has touched over what the company stores. Saved as the
    * difference — see `crm-custom-draft` — beside the fixed fields, in the
    * same write, so a company is never half-saved.
-   */ const fields = useContactFieldDefinitions((_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null, 'company');
+   */ const fields = useContactFieldDefinitions((_ref1 = scope == null ? void 0 : scope[1]) != null ? _ref1 : null, 'company');
     const storedCustom = useMemo(()=>{
         var _ref;
         return (_ref = company == null ? void 0 : company.custom) != null ? _ref : {};
@@ -180,6 +183,9 @@ const ADDRESS_FIELDS = [
                     }));
                 });
                 if (!verdict.ok) return setError(verdict.message);
+                followUpSharing('companies', [
+                    company.$id
+                ]);
                 enqueueSnackbar('Company saved', {
                     variant: 'success',
                     persist: false
@@ -217,6 +223,9 @@ const ADDRESS_FIELDS = [
                 // Setup → Activity shows CRM work (AGL-2622): the company is org
                 // data, but the act happened in this site's console and belongs in
                 // its feed. Creation only — an edit is a save the card reports.
+                followUpSharing('companies', [
+                    id
+                ]);
                 logActivity('Added company', {
                     type: 'company',
                     id,
@@ -238,6 +247,7 @@ const ADDRESS_FIELDS = [
     }, [
         busy,
         scope,
+        followUpSharing,
         draft,
         company,
         bandFull,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  type CrmCompany,\n  crmNewRecordListFields,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, HelpTip, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  setDoc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyDraft,\n  companyDraftFields,\n  companyDraftFrom,\n  EMPTY_COMPANY_DRAFT,\n} from '../model/companies'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\n\nexport interface CompanyEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW company asks which site captures it and\n   * an edit keeps the company's own.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /**\n   * The company being EDITED, or nothing to create one.\n   *\n   * The two modes differ in what the fields start as and in which write\n   * runs: an edit opens on the stored values and updates the document, a\n   * create opens empty and stamps the scope, provenance and timestamps a new\n   * record must carry.\n   */\n  company?: (Partial<CrmCompany> & { $id: string }) | null\n  /**\n   * Whether the stored values the edit opened on can be trusted.\n   *\n   * Every optional field is written on every save — a blank one is a\n   * DELETE — so a form seeded from a cached read would write the cache's\n   * blanks over the server's values. The card that holds the listen reports\n   * its own `fromCache` and `status`; the drawer refuses to save on a seed\n   * the server never confirmed, and says so.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  /**\n   * The team, for the owner picker.\n   *\n   * Handed in rather than fetched here, because the surface opening this\n   * drawer already holds the roster to name owners in its rows, and one\n   * fetch per surface is the bargain.\n   */\n  members: OrgMemberOptions\n  /** Called with the record's id after a successful write. */\n  onSaved: (companyId: string) => void\n}\n\nconst ADDRESS_FIELDS: ReadonlyArray<{\n  key: keyof AglynPostalAddress\n  label: string\n}> = [\n  { key: 'line1', label: 'Address line 1' },\n  { key: 'line2', label: 'Address line 2' },\n  { key: 'city', label: 'City' },\n  { key: 'state', label: 'State or region' },\n  { key: 'postalCode', label: 'Postal code' },\n  { key: 'country', label: 'Country (two-letter code)' },\n]\n\n/**\n * ONE COMPANY, created or edited (AGL-2597).\n *\n * A drawer rather than a form above the list, and the same drawer for both\n * jobs: a company is eight fields and an address, which is too much to wedge\n * over a table and exactly the same set whether the record exists yet. The\n * list opens it empty; the company's page opens it on the record.\n *\n * Nothing is written per keystroke. The draft is held here and turned into a\n * document by `companyDraftFields` on Save, which is where a domain typed as\n * `acme` or a phone number with no country code is refused — as a message\n * beside the button, with the typed values left where they are.\n */\nexport function CompanyEditDrawer(props: CompanyEditDrawerProps) {\n  const { open, onClose, hostId, org, company, seed, members, onSaved } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the record is STAMPED, which at the hub is\n  // a site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n\n  const [draft, setDraft] = useState<CompanyDraft>(EMPTY_COMPANY_DRAFT)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState('')\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the\n   * keys the reader has touched over what the company stores. Saved as the\n   * difference — see `crm-custom-draft` — beside the fixed fields, in the\n   * same write, so a company is never half-saved.\n   */\n  const fields = useContactFieldDefinitions(scope?.[1] ?? null, 'company')\n  const storedCustom = useMemo(() => company?.custom ?? {}, [company?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /*\n   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a\n   * record of the band the contacts list is banded by, and on an org at a\n   * full hard band this drawer refuses the way `upsertHostContact` refuses a\n   * capture — same number, same sentence. An edit is not a record and pays\n   * for no aggregate. Only a SETTLED refusal refuses: three reads that have\n   * not answered are not a full band.\n   */\n  const records = useCrmRecordsQuota(open && !company ? scope : null, org)\n  const bandFull = !company && records.ready && !records.quota.allowed\n\n  /*\n   * Seeded when the drawer OPENS, and not on every render of the card\n   * behind it: the company listen is live, so re-seeding on each snapshot\n   * would take a field away from whoever is typing in it — including on the\n   * snapshot their own save produces. The create case seeds the owner to the\n   * person filing the record, which is the answer nine times in ten and one\n   * click to change.\n   */\n  const companyId = company?.$id\n  useEffect(() => {\n    if (!open) return\n    setDraft(\n      company\n        ? companyDraftFrom(company)\n        : { ...EMPTY_COMPANY_DRAFT, ownerUid: user?.uid ?? '' },\n    )\n    setCustom({})\n    setError('')\n    // The stored fields are read once per opening; `company` is a new object\n    // on every snapshot and must not re-seed.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, companyId])\n\n  const patch = useCallback(\n    (field: keyof Omit<CompanyDraft, 'address'>, value: string) =>\n      setDraft((current) => ({ ...current, [field]: value })),\n    [],\n  )\n  const patchAddress = useCallback(\n    (field: keyof AglynPostalAddress, value: string) =>\n      setDraft((current) => ({\n        ...current,\n        address: { ...current.address, [field]: value },\n      })),\n    [],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (busy || !scope) return\n    const result = companyDraftFields(draft)\n    if (result.ok === false) return setError(result.error)\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      company ? 'edit' : 'create',\n    )\n    if (missing.length) return setError(`${missing.join(', ')} is required.`)\n    const customDocument = crmCustomDraftDocument(custom)\n    setError('')\n    setBusy(true)\n    try {\n      if (company) {\n        const ref = doc(\n          firestore,\n          scope[0],\n          scope[1],\n          CRM_COLLECTIONS.companies,\n          company.$id,\n        )\n        // The guard WRAPS the write — an early return is a shape you can\n        // keep while losing the protection.\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'company',\n            unreadable: seed?.unreadable ?? false,\n            fromCache: seed?.fromCache ?? false,\n          },\n          async () => {\n            const cleared = Object.fromEntries(\n              result.cleared.map((field) => [field, deleteField()]),\n            )\n            // The stored record the list fields are computed from: the row\n            // without the id the listener stamped on it.\n            const { $id: _rowId, ...stored } = company\n            const searchFields = crmClientListFields(\n              'companies',\n              stored,\n              { ...result.set, ...cleared },\n              CRM_CLIENT_SEARCH_FIELDS,\n            )\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...cleared,\n              // The name and domain are what the Companies list searches\n              // (AGL-3321), from the listener's row with the edit over it.\n              ...searchFields,\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$id)\n      } else {\n        if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE)\n        const id = createResourceUid()\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        await setDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n          {\n            ...result.set,\n            ...(customDocument ? { custom: customDocument } : {}),\n            // What the Companies list searches and filters by (AGL-3321).\n            ...crmNewRecordListFields('companies', {\n              ...result.set,\n              visibleTo: [...createTokens],\n            }),\n            /*\n             * The scope every CRM creator stamps: the whole org when the org\n             * shares by default, and otherwise the sites that present as one\n             * sender. Without it the record is seen by NOBODY — an absent\n             * `visibleTo` matches no reader's predicate — and the rules\n             * refuse a scoped member creating outside their own tokens.\n             */\n            visibleTo: [...createTokens],\n            // Provenance: the site whose console filed it, never rewritten.\n            hostId: createHostId,\n            createdByUid: user?.uid ?? '',\n            createdAt: serverTimestamp(),\n            updatedAt: serverTimestamp(),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the company is org\n        // data, but the act happened in this site's console and belongs in\n        // its feed. Creation only — an edit is a save the card reports.\n        logActivity('Added company', { type: 'company', id, name: draft.name.trim() })\n        enqueueSnackbar(`Company \"${draft.name.trim()}\" created`, {\n          variant: 'success',\n          persist: false,\n        })\n        onSaved(id)\n      }\n      onClose()\n    } catch (caught) {\n      console.error(caught)\n      setError('The company could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    busy,\n    scope,\n    draft,\n    company,\n    bandFull,\n    firestore,\n    seed,\n    createTokens,\n    createHostId,\n    user,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    fields.active,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>{'close drawer'}</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {company ? 'Edit company' : 'New company'}\n          </Typography>\n          <HelpTip\n            {...pluginDocsHelp('companies', { anchor: '#create-a-company' })}\n          />\n        </>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new company names the site that\n            captures it. Nothing under a site, and nothing on an edit — a\n            company keeps the site it was made on (AGL-2630).\n          */}\n          {company ? null : (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this company belongs to — it decides which of your sites may see it.\"\n            />\n          )}\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The organization behind one or more of your contacts. The ' +\n              'domain is what suggests this company for a person from their ' +\n              'email address, so enter the bare hostname.'}\n          </Typography>\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            required\n            value={draft.name}\n            onChange={(event) => patch('name', event.target.value)}\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Domain\"\n            placeholder=\"example.com\"\n            value={draft.domain}\n            onChange={(event) => patch('domain', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            placeholder=\"https://www.example.com\"\n            value={draft.website}\n            onChange={(event) => patch('website', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            placeholder=\"+1 512 555 0123\"\n            value={draft.phone}\n            onChange={(event) => patch('phone', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Industry\"\n            value={draft.industry}\n            onChange={(event) => patch('industry', event.target.value)}\n          />\n          {/*\n            The owner is chosen from the team, never typed: the value is a\n            uid, and a picker that is still loading says so rather than\n            offering an empty list that reads as \"nobody can own this\".\n           */}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={draft.ownerUid}\n            disabled={!members.ready}\n            helperText={\n              !members.ready\n                ? 'Loading your team…'\n                : (members.error ?? 'The team member responsible for this account.')\n            }\n            onChange={(event) => patch('ownerUid', event.target.value)}\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {draft.ownerUid &&\n            !members.options.some((option) => option.uid === draft.ownerUid) ? (\n              <MenuItem value={draft.ownerUid}>\n                {members.labelFor(draft.ownerUid)}\n              </MenuItem>\n            ) : null}\n            {members.options.map((option) => (\n              <MenuItem key={option.uid} value={option.uid}>\n                {crmMemberPickerLabel(option)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"enterprise, west\"\n            helperText=\"Comma-separated, lowercased — the same tags the bulk bar adds\"\n            value={draft.tags}\n            onChange={(event) => patch('tags', event.target.value)}\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={field.key}\n              size=\"small\"\n              label={field.label}\n              value={draft.address[field.key] ?? ''}\n              onChange={(event) => patchAddress(field.key, event.target.value)}\n            />\n          ))}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={draft.notes}\n            onChange={(event) => patch('notes', event.target.value)}\n            multiline\n            minRows={3}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              // A new company waits for its capturing site.\n              disabled={busy || !scope || !draft.name.trim() || (!company && !createHostId)}\n              onClick={() => void handleSave()}\n            >\n              {busy\n                ? 'Saving…'\n                : company\n                  ? 'Save company'\n                  : 'Create company'}\n            </Button>\n            <Button onClick={onClose} disabled={busy}>\n              {'Cancel'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\nCompanyEditDrawer.displayName = 'CompanyEditDrawer'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  type CrmCompany,\n  crmNewRecordListFields,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, HelpTip, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  setDoc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyDraft,\n  companyDraftFields,\n  companyDraftFrom,\n  EMPTY_COMPANY_DRAFT,\n} from '../model/companies'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface CompanyEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW company asks which site captures it and\n   * an edit keeps the company's own.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /**\n   * The company being EDITED, or nothing to create one.\n   *\n   * The two modes differ in what the fields start as and in which write\n   * runs: an edit opens on the stored values and updates the document, a\n   * create opens empty and stamps the scope, provenance and timestamps a new\n   * record must carry.\n   */\n  company?: (Partial<CrmCompany> & { $id: string }) | null\n  /**\n   * Whether the stored values the edit opened on can be trusted.\n   *\n   * Every optional field is written on every save — a blank one is a\n   * DELETE — so a form seeded from a cached read would write the cache's\n   * blanks over the server's values. The card that holds the listen reports\n   * its own `fromCache` and `status`; the drawer refuses to save on a seed\n   * the server never confirmed, and says so.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  /**\n   * The team, for the owner picker.\n   *\n   * Handed in rather than fetched here, because the surface opening this\n   * drawer already holds the roster to name owners in its rows, and one\n   * fetch per surface is the bargain.\n   */\n  members: OrgMemberOptions\n  /** Called with the record's id after a successful write. */\n  onSaved: (companyId: string) => void\n}\n\nconst ADDRESS_FIELDS: ReadonlyArray<{\n  key: keyof AglynPostalAddress\n  label: string\n}> = [\n  { key: 'line1', label: 'Address line 1' },\n  { key: 'line2', label: 'Address line 2' },\n  { key: 'city', label: 'City' },\n  { key: 'state', label: 'State or region' },\n  { key: 'postalCode', label: 'Postal code' },\n  { key: 'country', label: 'Country (two-letter code)' },\n]\n\n/**\n * ONE COMPANY, created or edited (AGL-2597).\n *\n * A drawer rather than a form above the list, and the same drawer for both\n * jobs: a company is eight fields and an address, which is too much to wedge\n * over a table and exactly the same set whether the record exists yet. The\n * list opens it empty; the company's page opens it on the record.\n *\n * Nothing is written per keystroke. The draft is held here and turned into a\n * document by `companyDraftFields` on Save, which is where a domain typed as\n * `acme` or a phone number with no country code is refused — as a message\n * beside the button, with the typed values left where they are.\n */\nexport function CompanyEditDrawer(props: CompanyEditDrawerProps) {\n  const { open, onClose, hostId, org, company, seed, members, onSaved } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, scope?.[1] ?? null)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the record is STAMPED, which at the hub is\n  // a site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n\n  const [draft, setDraft] = useState<CompanyDraft>(EMPTY_COMPANY_DRAFT)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState('')\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the\n   * keys the reader has touched over what the company stores. Saved as the\n   * difference — see `crm-custom-draft` — beside the fixed fields, in the\n   * same write, so a company is never half-saved.\n   */\n  const fields = useContactFieldDefinitions(scope?.[1] ?? null, 'company')\n  const storedCustom = useMemo(() => company?.custom ?? {}, [company?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /*\n   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a\n   * record of the band the contacts list is banded by, and on an org at a\n   * full hard band this drawer refuses the way `upsertHostContact` refuses a\n   * capture — same number, same sentence. An edit is not a record and pays\n   * for no aggregate. Only a SETTLED refusal refuses: three reads that have\n   * not answered are not a full band.\n   */\n  const records = useCrmRecordsQuota(open && !company ? scope : null, org)\n  const bandFull = !company && records.ready && !records.quota.allowed\n\n  /*\n   * Seeded when the drawer OPENS, and not on every render of the card\n   * behind it: the company listen is live, so re-seeding on each snapshot\n   * would take a field away from whoever is typing in it — including on the\n   * snapshot their own save produces. The create case seeds the owner to the\n   * person filing the record, which is the answer nine times in ten and one\n   * click to change.\n   */\n  const companyId = company?.$id\n  useEffect(() => {\n    if (!open) return\n    setDraft(\n      company\n        ? companyDraftFrom(company)\n        : { ...EMPTY_COMPANY_DRAFT, ownerUid: user?.uid ?? '' },\n    )\n    setCustom({})\n    setError('')\n    // The stored fields are read once per opening; `company` is a new object\n    // on every snapshot and must not re-seed.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, companyId])\n\n  const patch = useCallback(\n    (field: keyof Omit<CompanyDraft, 'address'>, value: string) =>\n      setDraft((current) => ({ ...current, [field]: value })),\n    [],\n  )\n  const patchAddress = useCallback(\n    (field: keyof AglynPostalAddress, value: string) =>\n      setDraft((current) => ({\n        ...current,\n        address: { ...current.address, [field]: value },\n      })),\n    [],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (busy || !scope) return\n    const result = companyDraftFields(draft)\n    if (result.ok === false) return setError(result.error)\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      company ? 'edit' : 'create',\n    )\n    if (missing.length) return setError(`${missing.join(', ')} is required.`)\n    const customDocument = crmCustomDraftDocument(custom)\n    setError('')\n    setBusy(true)\n    try {\n      if (company) {\n        const ref = doc(\n          firestore,\n          scope[0],\n          scope[1],\n          CRM_COLLECTIONS.companies,\n          company.$id,\n        )\n        // The guard WRAPS the write — an early return is a shape you can\n        // keep while losing the protection.\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'company',\n            unreadable: seed?.unreadable ?? false,\n            fromCache: seed?.fromCache ?? false,\n          },\n          async () => {\n            const cleared = Object.fromEntries(\n              result.cleared.map((field) => [field, deleteField()]),\n            )\n            // The stored record the list fields are computed from: the row\n            // without the id the listener stamped on it.\n            const { $id: _rowId, ...stored } = company\n            const searchFields = crmClientListFields(\n              'companies',\n              stored,\n              { ...result.set, ...cleared },\n              CRM_CLIENT_SEARCH_FIELDS,\n            )\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...cleared,\n              // The name and domain are what the Companies list searches\n              // (AGL-3321), from the listener's row with the edit over it.\n              ...searchFields,\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        followUpSharing('companies', [company.$id])\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$id)\n      } else {\n        if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE)\n        const id = createResourceUid()\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        await setDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n          {\n            ...result.set,\n            ...(customDocument ? { custom: customDocument } : {}),\n            // What the Companies list searches and filters by (AGL-3321).\n            ...crmNewRecordListFields('companies', {\n              ...result.set,\n              visibleTo: [...createTokens],\n            }),\n            /*\n             * The scope every CRM creator stamps: the whole org when the org\n             * shares by default, and otherwise the sites that present as one\n             * sender. Without it the record is seen by NOBODY — an absent\n             * `visibleTo` matches no reader's predicate — and the rules\n             * refuse a scoped member creating outside their own tokens.\n             */\n            visibleTo: [...createTokens],\n            // Provenance: the site whose console filed it, never rewritten.\n            hostId: createHostId,\n            createdByUid: user?.uid ?? '',\n            createdAt: serverTimestamp(),\n            updatedAt: serverTimestamp(),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the company is org\n        // data, but the act happened in this site's console and belongs in\n        // its feed. Creation only — an edit is a save the card reports.\n        followUpSharing('companies', [id])\n        logActivity('Added company', { type: 'company', id, name: draft.name.trim() })\n        enqueueSnackbar(`Company \"${draft.name.trim()}\" created`, {\n          variant: 'success',\n          persist: false,\n        })\n        onSaved(id)\n      }\n      onClose()\n    } catch (caught) {\n      console.error(caught)\n      setError('The company could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    busy,\n    scope,\n    followUpSharing,\n    draft,\n    company,\n    bandFull,\n    firestore,\n    seed,\n    createTokens,\n    createHostId,\n    user,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    fields.active,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>{'close drawer'}</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {company ? 'Edit company' : 'New company'}\n          </Typography>\n          <HelpTip\n            {...pluginDocsHelp('companies', { anchor: '#create-a-company' })}\n          />\n        </>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new company names the site that\n            captures it. Nothing under a site, and nothing on an edit — a\n            company keeps the site it was made on (AGL-2630).\n          */}\n          {company ? null : (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this company belongs to — it decides which of your sites may see it.\"\n            />\n          )}\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The organization behind one or more of your contacts. The ' +\n              'domain is what suggests this company for a person from their ' +\n              'email address, so enter the bare hostname.'}\n          </Typography>\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            required\n            value={draft.name}\n            onChange={(event) => patch('name', event.target.value)}\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Domain\"\n            placeholder=\"example.com\"\n            value={draft.domain}\n            onChange={(event) => patch('domain', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            placeholder=\"https://www.example.com\"\n            value={draft.website}\n            onChange={(event) => patch('website', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            placeholder=\"+1 512 555 0123\"\n            value={draft.phone}\n            onChange={(event) => patch('phone', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Industry\"\n            value={draft.industry}\n            onChange={(event) => patch('industry', event.target.value)}\n          />\n          {/*\n            The owner is chosen from the team, never typed: the value is a\n            uid, and a picker that is still loading says so rather than\n            offering an empty list that reads as \"nobody can own this\".\n           */}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={draft.ownerUid}\n            disabled={!members.ready}\n            helperText={\n              !members.ready\n                ? 'Loading your team…'\n                : (members.error ?? 'The team member responsible for this account.')\n            }\n            onChange={(event) => patch('ownerUid', event.target.value)}\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {draft.ownerUid &&\n            !members.options.some((option) => option.uid === draft.ownerUid) ? (\n              <MenuItem value={draft.ownerUid}>\n                {members.labelFor(draft.ownerUid)}\n              </MenuItem>\n            ) : null}\n            {members.options.map((option) => (\n              <MenuItem key={option.uid} value={option.uid}>\n                {crmMemberPickerLabel(option)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"enterprise, west\"\n            helperText=\"Comma-separated, lowercased — the same tags the bulk bar adds\"\n            value={draft.tags}\n            onChange={(event) => patch('tags', event.target.value)}\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={field.key}\n              size=\"small\"\n              label={field.label}\n              value={draft.address[field.key] ?? ''}\n              onChange={(event) => patchAddress(field.key, event.target.value)}\n            />\n          ))}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={draft.notes}\n            onChange={(event) => patch('notes', event.target.value)}\n            multiline\n            minRows={3}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              // A new company waits for its capturing site.\n              disabled={busy || !scope || !draft.name.trim() || (!company && !createHostId)}\n              onClick={() => void handleSave()}\n            >\n              {busy\n                ? 'Saving…'\n                : company\n                  ? 'Save company'\n                  : 'Create company'}\n            </Button>\n            <Button onClick={onClose} disabled={busy}>\n              {'Cancel'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\nCompanyEditDrawer.displayName = 'CompanyEditDrawer'\n\nexport default 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package/src/lib/components/company-import-drawer.d.ts

@@ -16,7 +16,7 @@ export declare const COMPANIES_IMPORT_URL = "/api/crm/companies-import";
 /** The company vocabulary, over the org's company custom fields (AGL-2661). */
 export declare function companyImportVocabulary(fields: readonly ContactFieldDefinition[]): CsvImportVocabulary<CompanyImportField, CompanyImportRawRow & Record<string, unknown>, CompanyImportSkippedRow>;
 /** The vocabulary with no custom fields — what a surface without an org resolves to. */
-export declare const COMPANY_IMPORT_VOCABULARY: CsvImportVocabulary<"name" | "notes" | "domain" | "website" | "phone" | "industry" | "tags" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry" | "ownerEmail", Partial<Record<"name" | "notes" | "domain" | "website" | "phone" | "industry" | "tags" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry" | "ownerEmail", unknown>> & {
+export declare const COMPANY_IMPORT_VOCABULARY: CsvImportVocabulary<"name" | "phone" | "domain" | "notes" | "tags" | "ownerEmail" | "website" | "industry" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry", Partial<Record<"name" | "phone" | "domain" | "notes" | "tags" | "ownerEmail" | "website" | "industry" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry", unknown>> & {
     custom?: unknown;
 } & Record<string, unknown>, CompanyImportSkippedRow>;
 export interface CompanyImportDrawerProps {

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

@@ -24,6 +24,7 @@ import { useCallback, useMemo, useState } from "react";
 import { readCrmRecordsQuota } from "../hooks/use-crm-records-quota.js";
 import { crmVisibleToClause, useCrmScope } from "../hooks/use-crm-scope.js";
 import { companyDraftFields, EMPTY_COMPANY_DRAFT, suggestCompanyForEmail } from "../model/companies.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 export { suggestCompanyForEmail };
 /**
  * How many companies the picker lists.
@@ -97,7 +98,7 @@ export { suggestCompanyForEmail };
  * `readCrmRecordsQuota` — and never for an edit, because linking an
  * existing company adds no record.
  */ export function useCreateCompany(props) {
-    var _ref;
+    var _ref, _ref1;
     const { hostId, org } = props;
     const firestore = useFirestore();
     const { data: user } = useUser();
@@ -108,7 +109,8 @@ export { suggestCompanyForEmail };
         hostId,
         org
     });
-    const uid = (_ref = user == null ? void 0 : user.uid) != null ? _ref : '';
+    const followUpSharing = useCrmSharingFollowUp(hostId, (_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null);
+    const uid = (_ref1 = user == null ? void 0 : user.uid) != null ? _ref1 : '';
     return useMemo(()=>{
         if (!scope || !createHostId) return null;
         return async (name)=>{
@@ -133,6 +135,10 @@ export { suggestCompanyForEmail };
                 createdAt: serverTimestamp(),
                 updatedAt: serverTimestamp()
             }));
+            // A rule may share companies created on this site (AGL-3336).
+            followUpSharing('companies', [
+                id
+            ]);
             return {
                 id,
                 name: String(result.set['name']),
@@ -145,7 +151,8 @@ export { suggestCompanyForEmail };
         firestore,
         createHostId,
         uid,
-        org
+        org,
+        followUpSharing
     ]);
 }
 /** The sentinel id of the "Create …" row the list grows when nothing matches. */ const CREATE_OPTION_ID = '__create__';