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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-picker.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  crmNewRecordListFields,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  createFilterOptions,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  setDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { readCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport {\n  type CompanyOption,\n  companyDraftFields,\n  EMPTY_COMPANY_DRAFT,\n  suggestCompanyForEmail,\n} from '../model/companies'\n\nexport { suggestCompanyForEmail, type CompanyOption }\n\n/**\n * How many companies the picker lists.\n *\n * A ceiling and not a page: somebody choosing a company knows which one, and\n * a workspace past two hundred accounts finds it from the company list's own\n * search and links the person from there. Bounded because this read happens\n * on a contact's page, where the company list is a control and not the\n * subject.\n */\nexport const COMPANY_OPTIONS_LIMIT = 200\n\nexport interface CompanyOptions {\n  options: CompanyOption[]\n  /** The listen has answered at least once. */\n  ready: boolean\n  /** The ceiling cut the list, so a company can exist and not be offered. */\n  truncated: boolean\n}\n\n/**\n * The companies this viewer may link a contact to, alphabetically\n * (AGL-2597).\n *\n * Read under the same `visibleTo` predicate the company list runs, because\n * the rules refuse a listen without it for a scoped member — and because a\n * picker offering a company the reader could not open would let them file a\n * person under a record they cannot see. Ordered by `nameLower`, the key\n * every company write stores, so the picker reads as a list of names rather\n * than as document-id order dressed up.\n *\n * `enabled` gates the listen: a contact's properties card has one picker and\n * a merchant who opened the record to read a note must not pay for the\n * company list.\n */\nexport function useCompanyOptions(props: {\n  /** The site whose console is reading, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  enabled?: boolean\n}): CompanyOptions {\n  const { hostId, org, enabled = true } = props\n  const firestore = useFirestore()\n  const { scope, visibleTo } = useCrmScope({ hostId, org })\n  const { data, status } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      enabled && scope\n        ? query(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_LIMIT + 1),\n          )\n        : null,\n    [firestore, scope, visibleTo, enabled],\n    { idField: '$id' },\n  )\n  const options = useMemo<CompanyOption[]>(\n    () =>\n      (data ?? []).slice(0, COMPANY_OPTIONS_LIMIT).map((row) => ({\n        id: String(row['$id']),\n        name: String(row['name'] ?? ''),\n        domain: typeof row['domain'] === 'string' ? row['domain'] : null,\n      })),\n    [data],\n  )\n  return {\n    options,\n    ready: Boolean(scope) && status !== 'loading',\n    truncated: (data?.length ?? 0) > COMPANY_OPTIONS_LIMIT,\n  }\n}\n\n/**\n * Create a company by name, answering the option the picker then selects.\n * Rejects with the sentence to show when the name cannot be stored.\n */\nexport type CreateCompany = (name: string) => Promise<CompanyOption>\n\n/**\n * The write behind \"Create “Acme”\" in the picker (AGL-2613).\n *\n * The same document the company drawer writes for a create — the search\n * keys, the scope every CRM creator stamps, the provenance — with only the\n * name filled in, because that is all the picker asked for: the domain, the\n * address and the rest are the company page's to add. The person filing it\n * owns it, as the drawer seeds too. `null` until the org has resolved, so a\n * picker offered before the scope is known offers no create.\n *\n * A company is a record of the band the drawers refuse on (AGL-2644): an\n * org at a full hard band is refused here with the drawers' sentence, and\n * the picker shows it beneath the field the way it shows any create that\n * failed. Measured on the click and not on the mount — see\n * `readCrmRecordsQuota` — and never for an edit, because linking an\n * existing company adds no record.\n */\nexport function useCreateCompany(props: {\n  /** The site whose console is creating, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}): CreateCompany | null {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  // The provenance and the scope both come from the site the record is\n  // captured by — the mounted one, or at the organization level the one the\n  // reader picked (AGL-2630). No site picked, no create offered.\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  const uid = user?.uid ?? ''\n  return useMemo<CreateCompany | null>(() => {\n    if (!scope || !createHostId) return null\n    return async (name) => {\n      const result = companyDraftFields({\n        ...EMPTY_COMPANY_DRAFT,\n        name,\n        ownerUid: uid,\n      })\n      if (result.ok === false) throw new Error(result.error)\n      const quota = await readCrmRecordsQuota(firestore, scope, org)\n      if (!quota.allowed) throw new Error(CRM_RECORDS_BAND_FULL_MESSAGE)\n      const id = createResourceUid()\n      await setDoc(\n        doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n        {\n          ...result.set,\n          // What the Companies list searches and filters by (AGL-3321).\n          ...crmNewRecordListFields('companies', { ...result.set, visibleTo: [...createTokens] }),\n          visibleTo: [...createTokens],\n          hostId: createHostId,\n          createdByUid: uid,\n          createdAt: serverTimestamp(),\n          updatedAt: serverTimestamp(),\n        },\n      )\n      return { id, name: String(result.set['name']), domain: null }\n    }\n  }, [scope, createTokens, firestore, createHostId, uid, org])\n}\n\n/** The sentinel id of the \"Create …\" row the list grows when nothing matches. */\nconst CREATE_OPTION_ID = '__create__'\n\ntype PickerOption = CompanyOption | { id: typeof CREATE_OPTION_ID; name: string; create: string }\n\nconst isCreateOption = (\n  option: PickerOption,\n): option is Extract<PickerOption, { create: string }> => 'create' in option\n\nconst filterCompanies = createFilterOptions<PickerOption>({\n  stringify: (option) =>\n    isCreateOption(option)\n      ? option.create\n      : option.domain\n        ? `${option.name} ${option.domain}`\n        : option.name,\n})\n\nconst optionLabel = (option: PickerOption): string =>\n  isCreateOption(option)\n    ? `Create “${option.create}”`\n    : option.domain\n      ? `${option.name} · ${option.domain}`\n      : option.name\n\nexport interface CompanyPickerProps {\n  options: readonly CompanyOption[]\n  /** The linked company's id, or `null` for none. */\n  value: string | null\n  /**\n   * The choice, with the option behind it when the list — or a create — can\n   * name it, so a caller can echo the company's name onto the contact\n   * without a second lookup. `null` for a company the list does not carry.\n   */\n  onChange: (companyId: string | null, company: CompanyOption | null) => void\n  /**\n   * Create a company from the typed name and select it. Absent — or `null`\n   * while the scope is unresolved — the picker offers no create row.\n   */\n  onCreate?: CreateCompany | null\n  label?: string\n  helperText?: string\n  disabled?: boolean\n  /**\n   * The contact's email address, when the caller has one. A company whose\n   * domain matches it is offered as a suggestion beneath the field — a\n   * suggestion and never an automatic link, because the person who typed\n   * `@acme.com` may be a contractor, a customer of Acme's, or Acme itself.\n   */\n  email?: string | null\n  /**\n   * The company name the record carries as free text while no company is\n   * linked — an import, or a save from before the picker existed. Offered\n   * beneath the field as the company to link or create, so the label a\n   * merchant already typed is one click from becoming the record it names.\n   */\n  fallbackName?: string | null\n  /** The option list has answered; until then the field says it is loading. */\n  ready?: boolean\n  /** The list was cut at the ceiling, so the field says to narrow by typing. */\n  truncated?: boolean\n}\n\n/**\n * One company, chosen from the list a contact may be filed under\n * (AGL-2597, AGL-2613).\n *\n * A search over the loaded list rather than free text, because the value is\n * a document id and a typed name is how two records called \"Acme\" come to\n * exist. Typing narrows by name and domain; a name nothing matches grows the\n * list by one row, \"Create “…”\", which writes the company and selects it —\n * so the person filing a contact never has to leave the form to make the\n * account it belongs to. The clear control is the unlink: a saved contact\n * with no company reads as a decision rather than a field somebody skipped.\n *\n * A stored id the list does not carry — a company past the picker's ceiling,\n * or one this viewer cannot see — still renders as SOMETHING selected, or\n * the field would read empty for a contact that has a company and the next\n * save would silently unlink them.\n */\nexport function CompanyPicker(props: CompanyPickerProps) {\n  const {\n    options,\n    value,\n    onChange,\n    onCreate,\n    label = 'Company',\n    helperText,\n    disabled,\n    email,\n    fallbackName,\n    ready = true,\n    truncated,\n  } = props\n  const [creating, setCreating] = useState(false)\n  const [createError, setCreateError] = useState('')\n\n  const suggestion = useMemo(\n    () => (email ? suggestCompanyForEmail(email, options) : null),\n    [email, options],\n  )\n  const fallback = useMemo(() => {\n    const name = String(fallbackName ?? '').trim()\n    if (value || !name) return null\n    const lower = name.toLowerCase()\n    return {\n      name,\n      match: options.find((option) => option.name.trim().toLowerCase() === lower) ?? null,\n    }\n  }, [fallbackName, options, value])\n\n  const selected = useMemo<PickerOption | null>(() => {\n    if (!value) return null\n    return (\n      options.find((option) => option.id === value) ?? {\n        id: value,\n        name: `Company ${value.slice(-6)}`,\n        domain: null,\n      }\n    )\n  }, [options, value])\n  /*\n   * The list the control searches: every option, plus the placeholder for a\n   * stored id the list does not carry, so the selected value is always one\n   * of the options and the control never reports it as invalid.\n   */\n  const listed = useMemo<PickerOption[]>(\n    () =>\n      selected && !options.some((option) => option.id === selected.id)\n        ? [selected, ...options]\n        : [...options],\n    [options, selected],\n  )\n\n  const create = useCallback(\n    async (name: string) => {\n      if (!onCreate) return\n      setCreating(true)\n      setCreateError('')\n      try {\n        const company = await onCreate(name)\n        onChange(company.id, company)\n      } catch (error) {\n        setCreateError(\n          error instanceof Error && error.message\n            ? error.message\n            : 'The company could not be created.',\n        )\n      } finally {\n        setCreating(false)\n      }\n    },\n    [onCreate, onChange],\n  )\n\n  const busy = disabled || !ready || creating\n  return (\n    <Stack spacing={0.5}>\n      <Autocomplete<PickerOption, false, false, false>\n        size=\"small\"\n        options={listed}\n        value={selected}\n        disabled={busy}\n        loading={!ready}\n        getOptionLabel={optionLabel}\n        isOptionEqualToValue={(option, current) => option.id === current.id}\n        filterOptions={(candidates, state) => {\n          const filtered = filterCompanies(candidates, state)\n          const typed = state.inputValue.trim()\n          const exact = typed.toLowerCase()\n          const named = candidates.some(\n            (option) =>\n              !isCreateOption(option) && option.name.trim().toLowerCase() === exact,\n          )\n          if (onCreate && typed && !named) {\n            filtered.push({ id: CREATE_OPTION_ID, name: typed, create: typed })\n          }\n          return filtered\n        }}\n        onChange={(_event, next) => {\n          if (!next) return onChange(null, null)\n          if (isCreateOption(next)) return void create(next.create)\n          onChange(next.id, next)\n        }}\n        renderInput={(params) => (\n          <TextField\n            {...params}\n            label={label}\n            error={Boolean(createError)}\n            helperText={\n              !ready\n                ? 'Loading companies…'\n                : creating\n                  ? 'Creating the company…'\n                  : createError ||\n                    helperText ||\n                    (truncated\n                      ? `The first ${COMPANY_OPTIONS_LIMIT} by name — type to narrow, or create one.`\n                      : undefined)\n            }\n          />\n        )}\n      />\n      {suggestion && suggestion.id !== value ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Suggested from the email address: ${suggestion.name}`}\n          </Typography>\n          <Button\n            size=\"small\"\n            disabled={busy}\n            onClick={() => onChange(suggestion.id, suggestion)}\n          >\n            {'Use'}\n          </Button>\n        </Stack>\n      ) : fallback ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {fallback.match\n              ? `Recorded as “${fallback.name}” — a company by that name exists.`\n              : `Recorded as “${fallback.name}” without a link.`}\n          </Typography>\n          {fallback.match ? (\n            <Button\n              size=\"small\"\n              disabled={busy}\n              onClick={() => onChange(fallback.match?.id ?? null, fallback.match)}\n            >\n              {'Use'}\n            </Button>\n          ) : onCreate ? (\n            <Button size=\"small\" disabled={busy} onClick={() => void create(fallback.name)}>\n              {`Create “${fallback.name}”`}\n            </Button>\n          ) : null}\n        </Stack>\n      ) : null}\n    </Stack>\n  )\n}\nCompanyPicker.displayName = 'CompanyPicker'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-picker.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  crmNewRecordListFields,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  createFilterOptions,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  setDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { readCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport {\n  type CompanyOption,\n  companyDraftFields,\n  EMPTY_COMPANY_DRAFT,\n  suggestCompanyForEmail,\n} from '../model/companies'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport { suggestCompanyForEmail, type CompanyOption }\n\n/**\n * How many companies the picker lists.\n *\n * A ceiling and not a page: somebody choosing a company knows which one, and\n * a workspace past two hundred accounts finds it from the company list's own\n * search and links the person from there. Bounded because this read happens\n * on a contact's page, where the company list is a control and not the\n * subject.\n */\nexport const COMPANY_OPTIONS_LIMIT = 200\n\nexport interface CompanyOptions {\n  options: CompanyOption[]\n  /** The listen has answered at least once. */\n  ready: boolean\n  /** The ceiling cut the list, so a company can exist and not be offered. */\n  truncated: boolean\n}\n\n/**\n * The companies this viewer may link a contact to, alphabetically\n * (AGL-2597).\n *\n * Read under the same `visibleTo` predicate the company list runs, because\n * the rules refuse a listen without it for a scoped member — and because a\n * picker offering a company the reader could not open would let them file a\n * person under a record they cannot see. Ordered by `nameLower`, the key\n * every company write stores, so the picker reads as a list of names rather\n * than as document-id order dressed up.\n *\n * `enabled` gates the listen: a contact's properties card has one picker and\n * a merchant who opened the record to read a note must not pay for the\n * company list.\n */\nexport function useCompanyOptions(props: {\n  /** The site whose console is reading, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  enabled?: boolean\n}): CompanyOptions {\n  const { hostId, org, enabled = true } = props\n  const firestore = useFirestore()\n  const { scope, visibleTo } = useCrmScope({ hostId, org })\n  const { data, status } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      enabled && scope\n        ? query(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_LIMIT + 1),\n          )\n        : null,\n    [firestore, scope, visibleTo, enabled],\n    { idField: '$id' },\n  )\n  const options = useMemo<CompanyOption[]>(\n    () =>\n      (data ?? []).slice(0, COMPANY_OPTIONS_LIMIT).map((row) => ({\n        id: String(row['$id']),\n        name: String(row['name'] ?? ''),\n        domain: typeof row['domain'] === 'string' ? row['domain'] : null,\n      })),\n    [data],\n  )\n  return {\n    options,\n    ready: Boolean(scope) && status !== 'loading',\n    truncated: (data?.length ?? 0) > COMPANY_OPTIONS_LIMIT,\n  }\n}\n\n/**\n * Create a company by name, answering the option the picker then selects.\n * Rejects with the sentence to show when the name cannot be stored.\n */\nexport type CreateCompany = (name: string) => Promise<CompanyOption>\n\n/**\n * The write behind \"Create “Acme”\" in the picker (AGL-2613).\n *\n * The same document the company drawer writes for a create — the search\n * keys, the scope every CRM creator stamps, the provenance — with only the\n * name filled in, because that is all the picker asked for: the domain, the\n * address and the rest are the company page's to add. The person filing it\n * owns it, as the drawer seeds too. `null` until the org has resolved, so a\n * picker offered before the scope is known offers no create.\n *\n * A company is a record of the band the drawers refuse on (AGL-2644): an\n * org at a full hard band is refused here with the drawers' sentence, and\n * the picker shows it beneath the field the way it shows any create that\n * failed. Measured on the click and not on the mount — see\n * `readCrmRecordsQuota` — and never for an edit, because linking an\n * existing company adds no record.\n */\nexport function useCreateCompany(props: {\n  /** The site whose console is creating, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}): CreateCompany | null {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  // The provenance and the scope both come from the site the record is\n  // captured by — the mounted one, or at the organization level the one the\n  // reader picked (AGL-2630). No site picked, no create offered.\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  const followUpSharing = useCrmSharingFollowUp(hostId, scope?.[1] ?? null)\n  const uid = user?.uid ?? ''\n  return useMemo<CreateCompany | null>(() => {\n    if (!scope || !createHostId) return null\n    return async (name) => {\n      const result = companyDraftFields({\n        ...EMPTY_COMPANY_DRAFT,\n        name,\n        ownerUid: uid,\n      })\n      if (result.ok === false) throw new Error(result.error)\n      const quota = await readCrmRecordsQuota(firestore, scope, org)\n      if (!quota.allowed) throw new Error(CRM_RECORDS_BAND_FULL_MESSAGE)\n      const id = createResourceUid()\n      await setDoc(\n        doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n        {\n          ...result.set,\n          // What the Companies list searches and filters by (AGL-3321).\n          ...crmNewRecordListFields('companies', { ...result.set, visibleTo: [...createTokens] }),\n          visibleTo: [...createTokens],\n          hostId: createHostId,\n          createdByUid: uid,\n          createdAt: serverTimestamp(),\n          updatedAt: serverTimestamp(),\n        },\n      )\n      // A rule may share companies created on this site (AGL-3336).\n      followUpSharing('companies', [id])\n      return { id, name: String(result.set['name']), domain: null }\n    }\n  }, [scope, createTokens, firestore, createHostId, uid, org, followUpSharing])\n}\n\n/** The sentinel id of the \"Create …\" row the list grows when nothing matches. */\nconst CREATE_OPTION_ID = '__create__'\n\ntype PickerOption = CompanyOption | { id: typeof CREATE_OPTION_ID; name: string; create: string }\n\nconst isCreateOption = (\n  option: PickerOption,\n): option is Extract<PickerOption, { create: string }> => 'create' in option\n\nconst filterCompanies = createFilterOptions<PickerOption>({\n  stringify: (option) =>\n    isCreateOption(option)\n      ? option.create\n      : option.domain\n        ? `${option.name} ${option.domain}`\n        : option.name,\n})\n\nconst optionLabel = (option: PickerOption): string =>\n  isCreateOption(option)\n    ? `Create “${option.create}”`\n    : option.domain\n      ? `${option.name} · ${option.domain}`\n      : option.name\n\nexport interface CompanyPickerProps {\n  options: readonly CompanyOption[]\n  /** The linked company's id, or `null` for none. */\n  value: string | null\n  /**\n   * The choice, with the option behind it when the list — or a create — can\n   * name it, so a caller can echo the company's name onto the contact\n   * without a second lookup. `null` for a company the list does not carry.\n   */\n  onChange: (companyId: string | null, company: CompanyOption | null) => void\n  /**\n   * Create a company from the typed name and select it. Absent — or `null`\n   * while the scope is unresolved — the picker offers no create row.\n   */\n  onCreate?: CreateCompany | null\n  label?: string\n  helperText?: string\n  disabled?: boolean\n  /**\n   * The contact's email address, when the caller has one. A company whose\n   * domain matches it is offered as a suggestion beneath the field — a\n   * suggestion and never an automatic link, because the person who typed\n   * `@acme.com` may be a contractor, a customer of Acme's, or Acme itself.\n   */\n  email?: string | null\n  /**\n   * The company name the record carries as free text while no company is\n   * linked — an import, or a save from before the picker existed. Offered\n   * beneath the field as the company to link or create, so the label a\n   * merchant already typed is one click from becoming the record it names.\n   */\n  fallbackName?: string | null\n  /** The option list has answered; until then the field says it is loading. */\n  ready?: boolean\n  /** The list was cut at the ceiling, so the field says to narrow by typing. */\n  truncated?: boolean\n}\n\n/**\n * One company, chosen from the list a contact may be filed under\n * (AGL-2597, AGL-2613).\n *\n * A search over the loaded list rather than free text, because the value is\n * a document id and a typed name is how two records called \"Acme\" come to\n * exist. Typing narrows by name and domain; a name nothing matches grows the\n * list by one row, \"Create “…”\", which writes the company and selects it —\n * so the person filing a contact never has to leave the form to make the\n * account it belongs to. The clear control is the unlink: a saved contact\n * with no company reads as a decision rather than a field somebody skipped.\n *\n * A stored id the list does not carry — a company past the picker's ceiling,\n * or one this viewer cannot see — still renders as SOMETHING selected, or\n * the field would read empty for a contact that has a company and the next\n * save would silently unlink them.\n */\nexport function CompanyPicker(props: CompanyPickerProps) {\n  const {\n    options,\n    value,\n    onChange,\n    onCreate,\n    label = 'Company',\n    helperText,\n    disabled,\n    email,\n    fallbackName,\n    ready = true,\n    truncated,\n  } = props\n  const [creating, setCreating] = useState(false)\n  const [createError, setCreateError] = useState('')\n\n  const suggestion = useMemo(\n    () => (email ? suggestCompanyForEmail(email, options) : null),\n    [email, options],\n  )\n  const fallback = useMemo(() => {\n    const name = String(fallbackName ?? '').trim()\n    if (value || !name) return null\n    const lower = name.toLowerCase()\n    return {\n      name,\n      match: options.find((option) => option.name.trim().toLowerCase() === lower) ?? null,\n    }\n  }, [fallbackName, options, value])\n\n  const selected = useMemo<PickerOption | null>(() => {\n    if (!value) return null\n    return (\n      options.find((option) => option.id === value) ?? {\n        id: value,\n        name: `Company ${value.slice(-6)}`,\n        domain: null,\n      }\n    )\n  }, [options, value])\n  /*\n   * The list the control searches: every option, plus the placeholder for a\n   * stored id the list does not carry, so the selected value is always one\n   * of the options and the control never reports it as invalid.\n   */\n  const listed = useMemo<PickerOption[]>(\n    () =>\n      selected && !options.some((option) => option.id === selected.id)\n        ? [selected, ...options]\n        : [...options],\n    [options, selected],\n  )\n\n  const create = useCallback(\n    async (name: string) => {\n      if (!onCreate) return\n      setCreating(true)\n      setCreateError('')\n      try {\n        const company = await onCreate(name)\n        onChange(company.id, company)\n      } catch (error) {\n        setCreateError(\n          error instanceof Error && error.message\n            ? error.message\n            : 'The company could not be created.',\n        )\n      } finally {\n        setCreating(false)\n      }\n    },\n    [onCreate, onChange],\n  )\n\n  const busy = disabled || !ready || creating\n  return (\n    <Stack spacing={0.5}>\n      <Autocomplete<PickerOption, false, false, false>\n        size=\"small\"\n        options={listed}\n        value={selected}\n        disabled={busy}\n        loading={!ready}\n        getOptionLabel={optionLabel}\n        isOptionEqualToValue={(option, current) => option.id === current.id}\n        filterOptions={(candidates, state) => {\n          const filtered = filterCompanies(candidates, state)\n          const typed = state.inputValue.trim()\n          const exact = typed.toLowerCase()\n          const named = candidates.some(\n            (option) =>\n              !isCreateOption(option) && option.name.trim().toLowerCase() === exact,\n          )\n          if (onCreate && typed && !named) {\n            filtered.push({ id: CREATE_OPTION_ID, name: typed, create: typed })\n          }\n          return filtered\n        }}\n        onChange={(_event, next) => {\n          if (!next) return onChange(null, null)\n          if (isCreateOption(next)) return void create(next.create)\n          onChange(next.id, next)\n        }}\n        renderInput={(params) => (\n          <TextField\n            {...params}\n            label={label}\n            error={Boolean(createError)}\n            helperText={\n              !ready\n                ? 'Loading companies…'\n                : creating\n                  ? 'Creating the company…'\n                  : createError ||\n                    helperText ||\n                    (truncated\n                      ? `The first ${COMPANY_OPTIONS_LIMIT} by name — type to narrow, or create one.`\n                      : undefined)\n            }\n          />\n        )}\n      />\n      {suggestion && suggestion.id !== value ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Suggested from the email address: ${suggestion.name}`}\n          </Typography>\n          <Button\n            size=\"small\"\n            disabled={busy}\n            onClick={() => onChange(suggestion.id, suggestion)}\n          >\n            {'Use'}\n          </Button>\n        </Stack>\n      ) : fallback ? (\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {fallback.match\n              ? `Recorded as “${fallback.name}” — a company by that name exists.`\n              : `Recorded as “${fallback.name}” without a link.`}\n          </Typography>\n          {fallback.match ? (\n            <Button\n              size=\"small\"\n              disabled={busy}\n              onClick={() => onChange(fallback.match?.id ?? null, fallback.match)}\n            >\n              {'Use'}\n            </Button>\n          ) : onCreate ? (\n            <Button size=\"small\" disabled={busy} onClick={() => void create(fallback.name)}>\n              {`Create “${fallback.name}”`}\n            </Button>\n          ) : null}\n        </Stack>\n      ) : null}\n    </Stack>\n  )\n}\nCompanyPicker.displayName = 'CompanyPicker'\n\nexport default CompanyPicker\n"],"names":["createResourceUid","CRM_COLLECTIONS","CRM_RECORDS_BAND_FULL_MESSAGE","crmNewRecordListFields","useFirestore","useFirestoreCollection","useUser","Autocomplete","Button","createFilterOptions","Stack","TextField","Typography","collection","doc","limit","orderBy","query","serverTimestamp","setDoc","useCallback","useMemo","useState","readCrmRecordsQuota","crmVisibleToClause","useCrmScope","companyDraftFields","EMPTY_COMPANY_DRAFT","suggestCompanyForEmail","useCrmSharingFollowUp","COMPANY_OPTIONS_LIMIT","useCompanyOptions","props","hostId","org","enabled","firestore","scope","visibleTo","data","status","companies","idField","options","slice","map","row","id","String","name","domain","ready","Boolean","truncated","length","useCreateCompany","user","createTokens","createHostId","followUpSharing","uid","result","ownerUid","ok","Error","error","quota","allowed","set","createdByUid","createdAt","updatedAt","CREATE_OPTION_ID","isCreateOption","option","filterCompanies","stringify","create","optionLabel","CompanyPicker","value","onChange","onCreate","label","helperText","disabled","email","fallbackName","creating","setCreating","createError","setCreateError","suggestion","fallback","trim","lower","toLowerCase","match","find","selected","listed","some","company","message","busy","spacing","size","loading","getOptionLabel","isOptionEqualToValue","current","filterOptions","candidates","state","filtered","typed","inputValue","exact","named","push","_event","next","renderInput","params","undefined","direction","sx","alignItems","variant","color","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAEEA,iBAAiB,EACjBC,eAAe,EACfC,6BAA6B,EAC7BC,sBAAsB,QACjB,eAAc;AACrB,SACEC,YAAY,EACZC,sBAAsB,EACtBC,OAAO,QACF,iCAAgC;AACvC,SACEC,YAAY,EACZC,MAAM,EACNC,mBAAmB,EACnBC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SACEC,UAAU,EACVC,GAAG,EACHC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,eAAe,EACfC,MAAM,QAED,qBAAoB;AAC3B,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,mBAAmB,QAAQ,oCAAgC;AACpE,SAASC,kBAAkB,EAAEC,WAAW,QAAQ,4BAAwB;AACxE,SAEEC,kBAAkB,EAClBC,mBAAmB,EACnBC,sBAAsB,QACjB,wBAAoB;AAC3B,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,SAASD,sBAAsB,GAAsB;AAErD;;;;;;;;CAQC,GACD,OAAO,MAAME,wBAAwB,IAAG;AAUxC;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,kBAAkBC,KAKjC;;IACC,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,UAAU,IAAI,EAAE,GAAGH;IACxC,MAAMI,YAAYhC;IAClB,MAAM,EAAEiC,KAAK,EAAEC,SAAS,EAAE,GAAGb,YAAY;QAAEQ;QAAQC;IAAI;IACvD,MAAM,EAAEK,IAAI,EAAEC,MAAM,EAAE,GAAGnC,uBACvB,IACE8B,WAAWE,QACPpB,MACEJ,WAAWuB,WAAWC,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEpC,gBAAgBwC,SAAS,MAChEjB,mBAAmBc,YACtBtB,QAAQ,cACRD,MAAMe,wBAAwB,MAEhC,MACN;QAACM;QAAWC;QAAOC;QAAWH;KAAQ,EACtC;QAAEO,SAAS;IAAM;IAEnB,MAAMC,UAAUtB,QACd,IACE,CAACkB,eAAAA,OAAQ,EAAE,EAAEK,KAAK,CAAC,GAAGd,uBAAuBe,GAAG,CAAC,CAACC;gBAEnCA;mBAF4C;gBACzDC,IAAIC,OAAOF,GAAG,CAAC,MAAM;gBACrBG,MAAMD,QAAOF,YAAAA,GAAG,CAAC,OAAO,YAAXA,YAAe;gBAC5BI,QAAQ,OAAOJ,GAAG,CAAC,SAAS,KAAK,WAAWA,GAAG,CAAC,SAAS,GAAG;YAC9D;YACF;QAACP;KAAK;IAER,OAAO;QACLI;QACAQ,OAAOC,QAAQf,UAAUG,WAAW;QACpCa,WAAW,SAACd,wBAAAA,KAAMe,MAAM,mBAAI,KAAKxB;IACnC;AACF;AAQA;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASyB,iBAAiBvB,KAIhC;;IACC,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGF;IACxB,MAAMI,YAAYhC;IAClB,MAAM,EAAEmC,MAAMiB,IAAI,EAAE,GAAGlD;IACvB,qEAAqE;IACrE,0EAA0E;IAC1E,+DAA+D;IAC/D,MAAM,EAAE+B,KAAK,EAAEoB,YAAY,EAAEC,YAAY,EAAE,GAAGjC,YAAY;QAAEQ;QAAQC;IAAI;IACxE,MAAMyB,kBAAkB9B,sBAAsBI,gBAAQI,yBAAAA,KAAO,CAAC,EAAE,mBAAI;IACpE,MAAMuB,eAAMJ,wBAAAA,KAAMI,GAAG,oBAAI;IACzB,OAAOvC,QAA8B;QACnC,IAAI,CAACgB,SAAS,CAACqB,cAAc,OAAO;QACpC,OAAO,OAAOT;YACZ,MAAMY,SAASnC,mBAAmB,aAC7BC;gBACHsB;gBACAa,UAAUF;;YAEZ,IAAIC,OAAOE,EAAE,KAAK,OAAO,MAAM,IAAIC,MAAMH,OAAOI,KAAK;YACrD,MAAMC,QAAQ,MAAM3C,oBAAoBa,WAAWC,OAAOH;YAC1D,IAAI,CAACgC,MAAMC,OAAO,EAAE,MAAM,IAAIH,MAAM9D;YACpC,MAAM6C,KAAK/C;YACX,MAAMmB,OACJL,IAAIsB,WAAWC,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEpC,gBAAgBwC,SAAS,EAAEM,KAC9D,aACKc,OAAOO,GAAG,EAEVjE,uBAAuB,aAAa,aAAK0D,OAAOO,GAAG;gBAAE9B,WAAW;uBAAImB;iBAAa;;gBACpFnB,WAAW;uBAAImB;iBAAa;gBAC5BxB,QAAQyB;gBACRW,cAAcT;gBACdU,WAAWpD;gBACXqD,WAAWrD;;YAGf,8DAA8D;YAC9DyC,gBAAgB,aAAa;gBAACZ;aAAG;YACjC,OAAO;gBAAEA;gBAAIE,MAAMD,OAAOa,OAAOO,GAAG,CAAC,OAAO;gBAAGlB,QAAQ;YAAK;QAC9D;IACF,GAAG;QAACb;QAAOoB;QAAcrB;QAAWsB;QAAcE;QAAK1B;QAAKyB;KAAgB;AAC9E;AAEA,+EAA+E,GAC/E,MAAMa,mBAAmB;AAIzB,MAAMC,iBAAiB,CACrBC,SACwD,YAAYA;AAEtE,MAAMC,kBAAkBlE,oBAAkC;IACxDmE,WAAW,CAACF,SACVD,eAAeC,UACXA,OAAOG,MAAM,GACbH,OAAOxB,MAAM,GACX,GAAGwB,OAAOzB,IAAI,CAAC,CAAC,EAAEyB,OAAOxB,MAAM,EAAE,GACjCwB,OAAOzB,IAAI;AACrB;AAEA,MAAM6B,cAAc,CAACJ,SACnBD,eAAeC,UACX,CAAC,QAAQ,EAAEA,OAAOG,MAAM,CAAC,CAAC,CAAC,GAC3BH,OAAOxB,MAAM,GACX,GAAGwB,OAAOzB,IAAI,CAAC,GAAG,EAAEyB,OAAOxB,MAAM,EAAE,GACnCwB,OAAOzB,IAAI;AAwCnB;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAAS8B,cAAc/C,KAAyB;IACrD,MAAM,EACJW,OAAO,EACPqC,KAAK,EACLC,QAAQ,EACRC,QAAQ,EACRC,QAAQ,SAAS,EACjBC,UAAU,EACVC,QAAQ,EACRC,KAAK,EACLC,YAAY,EACZpC,QAAQ,IAAI,EACZE,SAAS,EACV,GAAGrB;IACJ,MAAM,CAACwD,UAAUC,YAAY,GAAGnE,SAAS;IACzC,MAAM,CAACoE,aAAaC,eAAe,GAAGrE,SAAS;IAE/C,MAAMsE,aAAavE,QACjB,IAAO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package/src/lib/components/contact-detail-page.d.ts

@@ -35,10 +35,10 @@ import { type CrmDetailPageProps } from '../model/crm-routes';
  * The row is shared by every site that has captured this person, so the
  * action in the overflow menu drops THIS group's facet, consent, attribution
  * and scope tokens, and deletes the document only when nobody else is left
- * holding it — `planContactDetach` does the counting off `visibleTo`, which
- * is what both enforcement layers evaluate, and the rules refuse a delete by
- * a caller who is not the sole holder. Not the erasure path: a privacy
- * erasure removes the person regardless of who else holds them.
+ * holding it. `crm/contact-remove` decides which against the stored
+ * document and keeps any marketing refusal the person gave (AGL-3338); the
+ * rules refuse a client the write. Not the erasure path: a privacy erasure
+ * removes the person regardless of who else holds them.
  */
 export declare function ContactDetailPage(props: CrmDetailPageProps): import("react").JSX.Element;
 export declare namespace ContactDetailPage {

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

@@ -18,18 +18,19 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
 import { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from "@aglyn/aglyn";
+import { pluginRecordByEmailHref, pluginRecordHref } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { mdiDeleteOutline, mdiMerge } from "@aglyn/shared-data-mdi";
 import { AppLink, MdiIcon, useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
-import { useFirestore, useFirestoreDoc, useUser } from "@aglyn/tenant-feature-instance";
-import { restampCrmListFields } from "../model/list-fields-api.js";
-import { crmTaskCallScope } from "../model/task-routes.js";
+import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
 import { Stack, Tooltip, Typography } from "@mui/material";
-import { arrayRemove, deleteDoc, deleteField, doc, updateDoc } from "firebase/firestore";
+import { doc } from "firebase/firestore";
 import { useParams, useRouter } from "next/navigation";
 import { useCallback, useMemo } from "react";
+import { useContactRemove } from "../hooks/use-contact-remove.js";
 import { useCrmActivityLogger } from "../hooks/use-crm-activity-logger.js";
 import { CrmCreateSiteDefault, useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+import { crmShareChipFor } from "../model/crm-sharing.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { contactPrimaryGroup, contactRecordFromDoc } from "../model/contact-record.js";
 import { crmRoutes } from "../model/crm-routes.js";
@@ -51,8 +52,9 @@ import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
 import { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from "./crm-suite-lock.js";
 import { useErasePersonAction } from "./erase-person-action.js";
 import RecordFilesCard from "./record-files-card.js";
+import { CrmShareChipView, RecordSharingCard } from "./record-sharing-card.js";
 import { RecordTasksCard } from "./record-tasks-card.js";
-import { useEmailsHubPath } from "./use-emails-hub-path.js";
+import { useSiteRouteContext } from "./use-site-route-context.js";
 import { useOrgMembers } from "./use-org-members.js";
 const contactDocsHelp = pluginDocsHelp('contacts', {
     anchor: '#the-contacts-page',
@@ -94,12 +96,12 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
  * The row is shared by every site that has captured this person, so the
  * action in the overflow menu drops THIS group's facet, consent, attribution
  * and scope tokens, and deletes the document only when nobody else is left
- * holding it — `planContactDetach` does the counting off `visibleTo`, which
- * is what both enforcement layers evaluate, and the rules refuse a delete by
- * a caller who is not the sole holder. Not the erasure path: a privacy
- * erasure removes the person regardless of who else holds them.
+ * holding it. `crm/contact-remove` decides which against the stored
+ * document and keeps any marketing refusal the person gave (AGL-3338); the
+ * rules refuse a client the write. Not the erasure path: a privacy erasure
+ * removes the person regardless of who else holds them.
  */ export function ContactDetailPage(props) {
-    var _ref;
+    var _ref, _ref1;
     const { hostId, org, id, basePath } = props;
     const routes = crmRoutes(basePath);
     const router = useRouter();
@@ -169,15 +171,16 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
     });
     /*
    * Where this person's ORDERS are read (AGL-2622): the site's orders list,
-   * narrowed to their address. The count on the header is the number; the
-   * list is the rows. Built from the route params already in the URL, so
-   * no document is read to draw a link, and absent off a site — the
-   * org-level mount has no orders list to point at.
+   * narrowed to their address, at the address the plugin that keeps orders
+   * publishes. The count on the header is the number; the list is the rows.
+   * Built from the route params already in the URL, so no document is read
+   * to draw a link, and absent off a site — the org-level mount has no
+   * orders list to point at — and where no plugin keeps orders.
    */ const params = useParams();
-    const ordersHref = (params == null ? void 0 : params.orgSlug) && (params == null ? void 0 : params.host) && (record == null ? void 0 : record.email) ? Aglyn.siteRecordLinks({
+    const ordersHref = (params == null ? void 0 : params.orgSlug) && (params == null ? void 0 : params.host) && (record == null ? void 0 : record.email) ? pluginRecordByEmailHref('order', {
         orgSlug: String(params.orgSlug),
         host: String(params.host)
-    }).ordersByCustomer(record.email) : null;
+    }, record.email) : null;
     /*
    * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings
    * page narrowed to their address, under the same match rule the booking
@@ -187,22 +190,24 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
    * the subdomain the mount knows it by.
    */ const bookingDoor = useBookingDoor(siteHostId, org);
     const siteSlug = (params == null ? void 0 : params.host) ? String(params.host) : siteHostId && mount ? mount.siteSubdomain(siteHostId) : null;
-    const bookingsHref = bookingDoor.open && (params == null ? void 0 : params.orgSlug) && siteSlug && (record == null ? void 0 : record.email) ? Aglyn.siteRecordLinks({
+    const bookingsHref = bookingDoor.open && (params == null ? void 0 : params.orgSlug) && siteSlug && (record == null ? void 0 : record.email) ? pluginRecordByEmailHref('booking', {
         orgSlug: String(params.orgSlug),
         host: siteSlug
-    }).bookingsByBooker(record.email) : null;
+    }, record.email) : null;
     /*
    * Where a campaign entry on the timeline links to: the email's own report
-   * on this site's Emails hub (AGL-2616). Only a campaign THIS site sent can
-   * be addressed — a sibling site in the same consent group has an Emails
-   * hub of its own under a subdomain this page does not know — so the
-   * builder answers `null` for those and the entry draws unlinked.
-   */ const emailsHub = useEmailsHubPath();
-    const campaignHref = useCallback((email)=>emailsHub && email.hostId === hostId ? `${emailsHub}/messages/${encodeURIComponent(email.campaignId)}` : null, [
-        emailsHub,
+   * (AGL-2616), at the address the plugin that keeps messages publishes as
+   * `emailMessage` (AGL-3080). Only a campaign THIS site sent can be
+   * addressed — a sibling site in the same consent group has pages of its
+   * own under a subdomain this page does not know — so the builder answers
+   * `null` for those, and where nothing publishes the kind, and the entry
+   * draws unlinked.
+   */ const siteRoute = useSiteRouteContext();
+    const campaignHref = useCallback((email)=>siteRoute && email.hostId === hostId ? pluginRecordHref('emailMessage', siteRoute, email.campaignId) : null, [
+        siteRoute,
         hostId
     ]);
-    const { data: user } = useUser();
+    const contactRemove = useContactRemove(hostId);
     const handleRemove = useCallback(async ()=>{
         var _ref;
         if (!row || !scope) return;
@@ -216,26 +221,9 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
         }).then(()=>true).catch(()=>false);
         if (!confirmed) return;
         try {
-            const ref = doc(firestore, scope[0], scope[1], 'contacts', id);
-            const plan = Aglyn.planContactDetach(row, consentGroup);
-            if (plan.action === 'delete') {
-                await deleteDoc(ref);
-            } else {
-                await updateDoc(ref, _extends({}, Object.fromEntries(plan.remove.map((path)=>[
-                        path,
-                        deleteField()
-                    ])), {
-                    visibleTo: arrayRemove(...plan.removeTokens),
-                    capturedByHostIds: arrayRemove(...plan.removeHostIds),
-                    updatedAt: new Date()
-                }));
-                // The facet and the scope just let go of are what the Contacts list
-                // filters and searches by; the rules keep a client from restamping
-                // them, so the route does (AGL-3321).
-                await restampCrmListFields(user, crmTaskCallScope(hostId, orgId), 'contacts', [
-                    id
-                ]);
-            }
+            // The route decides against the stored document, keeps any refusal,
+            // and restamps what the Contacts list filters by (AGL-3338).
+            const removed = await contactRemove.removeOne(id);
             // `siteLabel` and not "this site": at the organization level the line
             // lands in a feed that spans every site, so it has to name the one.
             logActivity(`Removed contact from ${siteLabel}`, {
@@ -243,7 +231,7 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                 id,
                 name: (record == null ? void 0 : record.name) || (record == null ? void 0 : record.email)
             });
-            enqueueSnackbar(plan.action === 'delete' ? 'Contact deleted' : `Contact removed from ${siteLabel}`, {
+            enqueueSnackbar(removed === 'deleted' ? 'Contact deleted' : `Contact removed from ${siteLabel}`, {
                 variant: 'success',
                 persist: false
             });
@@ -257,9 +245,8 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
         }
     }, [
         confirm,
-        consentGroup,
+        contactRemove,
         enqueueSnackbar,
-        firestore,
         id,
         logActivity,
         record,
@@ -267,10 +254,7 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
         routes,
         row,
         scope,
-        siteLabel,
-        user,
-        hostId,
-        orgId
+        siteLabel
     ]);
     const overflowItems = [
         /*
@@ -394,6 +378,10 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                             /*#__PURE__*/ _jsx(CrmEmailStateChip, {
                                 state: record.emailState
                             }),
+                            /*#__PURE__*/ _jsx(CrmShareChipView, {
+                                chip: crmShareChipFor(row, (_ref1 = viewingGroup == null ? void 0 : viewingGroup.hostIds) != null ? _ref1 : []),
+                                org: org
+                            }),
                             /*#__PURE__*/ _jsx(CrmEmailGatewayChip, {
                                 hostId: siteHostId,
                                 email: record.email,
@@ -450,6 +438,15 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                             contactId: id,
                             org: org
                         }) : null,
+                        /*#__PURE__*/ _jsx(RecordSharingCard, {
+                            object: "contacts",
+                            id: id,
+                            record: row,
+                            hostId: hostId != null ? hostId : null,
+                            orgId: orgId,
+                            org: org,
+                            viewingHostIds: viewingGroup == null ? void 0 : viewingGroup.hostIds
+                        }),
                         /*#__PURE__*/ _jsx(ContactPropertiesCard, {
                             hostId: hostId,
                             org: org,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 * as Aglyn from '@aglyn/aglyn'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc, useUser } from '@aglyn/tenant-feature-instance'\nimport { restampCrmListFields } from '../model/list-fields-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  arrayRemove,\n  deleteDoc,\n  deleteField,\n  doc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useEmailsHubPath } from './use-emails-hub-path'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contacts', {\n  anchor: '#the-contacts-page',\n  excerpt:\n    \"One person's record: the profile your team keeps on them, where they \" +\n    'came from, what they are filed under, and what the site recorded.',\n})\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile, with the org's custom fields under it),\n * the relationship (sources, attribution, consent, campaign filing) and the\n * timeline. Other CRM sections add a card here by inserting one import and\n * one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it — `planContactDetach` does the counting off `visibleTo`, which\n * is what both enforcement layers evaluate, and the rules refuse a delete by\n * a caller who is not the sole holder. Not the erasure path: a privacy\n * erasure removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address. The count on the header is the number; the\n   * list is the rows. Built from the route params already in the URL, so\n   * no document is read to draw a link, and absent off a site — the\n   * org-level mount has no orders list to point at.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? Aglyn.siteRecordLinks({\n          orgSlug: String(params.orgSlug),\n          host: String(params.host),\n        }).ordersByCustomer(record.email)\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? Aglyn.siteRecordLinks({\n          orgSlug: String(params.orgSlug),\n          host: siteSlug,\n        }).bookingsByBooker(record.email)\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * on this site's Emails hub (AGL-2616). Only a campaign THIS site sent can\n   * be addressed — a sibling site in the same consent group has an Emails\n   * hub of its own under a subdomain this page does not know — so the\n   * builder answers `null` for those and the entry draws unlinked.\n   */\n  const emailsHub = useEmailsHubPath()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      emailsHub && email.hostId === hostId\n        ? `${emailsHub}/messages/${encodeURIComponent(email.campaignId)}`\n        : null,\n    [emailsHub, hostId],\n  )\n\n  const { data: user } = useUser()\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      const ref = doc(firestore, scope[0], scope[1], 'contacts', id)\n      const plan = Aglyn.planContactDetach(row, consentGroup)\n      if (plan.action === 'delete') {\n        await deleteDoc(ref)\n      } else {\n        await updateDoc(ref, {\n          ...Object.fromEntries(plan.remove.map((path) => [path, deleteField()])),\n          visibleTo: arrayRemove(...plan.removeTokens),\n          capturedByHostIds: arrayRemove(...plan.removeHostIds),\n          updatedAt: new Date(),\n        })\n        // The facet and the scope just let go of are what the Contacts list\n        // filters and searches by; the rules keep a client from restamping\n        // them, so the route does (AGL-3321).\n        await restampCrmListFields(user, crmTaskCallScope(hostId, orgId), 'contacts', [id])\n      }\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        plan.action === 'delete'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    consentGroup,\n    enqueueSnackbar,\n    firestore,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n    user,\n    hostId,\n    orgId,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                phone={record.phone}\n                suiteLocked={!suiteIncluded}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              {/* The mail gateway in front of the address (AGL-3328). */}\n              <CrmEmailGatewayChip\n                hostId={siteHostId}\n                email={record.email}\n                emailState={record.emailState}\n                enabled={suiteIncluded}\n              />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? 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{erase.dialog}\n    </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nContactDetailPage.displayName = 'ContactDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 * as Aglyn from '@aglyn/aglyn'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  pluginRecordByEmailHref,\n  pluginRecordHref,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useContactRemove } from '../hooks/use-contact-remove'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useSiteRouteContext } from './use-site-route-context'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contacts', {\n  anchor: '#the-contacts-page',\n  excerpt:\n    \"One person's record: the profile your team keeps on them, where they \" +\n    'came from, what they are filed under, and what the site recorded.',\n})\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile, with the org's custom fields under it),\n * the relationship (sources, attribution, consent, campaign filing) and the\n * timeline. Other CRM sections add a card here by inserting one import and\n * one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it. `crm/contact-remove` decides which against the stored\n * document and keeps any marketing refusal the person gave (AGL-3338); the\n * rules refuse a client the write. Not the erasure path: a privacy erasure\n * removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address, at the address the plugin that keeps orders\n   * publishes. The count on the header is the number; the list is the rows.\n   * Built from the route params already in the URL, so no document is read\n   * to draw a link, and absent off a site — the org-level mount has no\n   * orders list to point at — and where no plugin keeps orders.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? pluginRecordByEmailHref(\n          'order',\n          { orgSlug: String(params.orgSlug), host: String(params.host) },\n          record.email,\n        )\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? pluginRecordByEmailHref(\n          'booking',\n          { orgSlug: String(params.orgSlug), host: siteSlug },\n          record.email,\n        )\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * (AGL-2616), at the address the plugin that keeps messages publishes as\n   * `emailMessage` (AGL-3080). Only a campaign THIS site sent can be\n   * addressed — a sibling site in the same consent group has pages of its\n   * own under a subdomain this page does not know — so the builder answers\n   * `null` for those, and where nothing publishes the kind, and the entry\n   * draws unlinked.\n   */\n  const siteRoute = useSiteRouteContext()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      siteRoute && email.hostId === hostId\n        ? pluginRecordHref('emailMessage', siteRoute, email.campaignId)\n        : null,\n    [siteRoute, hostId],\n  )\n\n  const contactRemove = useContactRemove(hostId)\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      // The route decides against the stored document, keeps any refusal,\n      // and restamps what the Contacts list filters by (AGL-3338).\n      const removed = await contactRemove.removeOne(id)\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        removed === 'deleted'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    contactRemove,\n    enqueueSnackbar,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                phone={record.phone}\n                suiteLocked={!suiteIncluded}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              {/* Seen here only through a share (AGL-3336): who shared it. */}\n              <CrmShareChipView chip={crmShareChipFor(row, viewingGroup?.hostIds ?? [])} org={org} />\n              {/* The mail gateway in front of the address (AGL-3328). */}\n              <CrmEmailGatewayChip\n                hostId={siteHostId}\n                email={record.email}\n                emailState={record.emailState}\n                enabled={suiteIncluded}\n              />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage]\n                    : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Owner\"\n                value={record.ownerUid ? members.memberName(record.ownerUid) : undefined}\n              />\n              {/*\n                The last time they opened or clicked one of this site's\n                campaigns (AGL-2616) — the relationship's pulse, beside the\n                owner who keeps it.\n              */}\n              <CrmRecordChip\n                label=\"Last engaged\"\n                value={\n                  record.lastEmailEngagementAtMs ? (\n                    <Tooltip title={new Date(record.lastEmailEngagementAtMs).toLocaleString()}>\n                      <span>\n                        {Aglyn.activityTimeLabel(record.lastEmailEngagementAtMs, Date.now())}\n                      </span>\n                    </Tooltip>\n                  ) : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Orders\"\n                value={\n                  record.ordersCount > 0 ? (\n                    ordersHref ? (\n                      <AppLink href={ordersHref} color=\"inherit\" underline=\"hover\">\n                        {`${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`}\n                      </AppLink>\n                    ) : (\n                      `${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`\n                    )\n                  ) : undefined\n                }\n              />\n            </>\n          ) : null\n        }\n      >\n        {erase.banner}\n      </CrmRecordHeader>\n      {record && row && scope ? (\n        <>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Working this contact — the owner, stage and company, tasks, ' +\n                'deals, files and custom fields, logging a call or an activity, ' +\n                'one-to-one email and merging duplicates — is part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The cross-site fact, at the organization level only (AGL-2630):\n            which sites know this person, and their consent for each. Under\n            a site the page IS one site's view and the card would say so on\n            every record.\n          */}\n          {/* What an assistant proposes about the person (AGL-2917), where the plan works a contact. */}\n          {suiteIncluded ? (\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"contact\"\n              recordId={id}\n              name={record.name || record.email}\n              taskLink={{ contactId: id }}\n            />\n          ) : null}\n          {mount ? <ContactKnownByCard row={row} contactId={id} org={org} /> : null}\n          {/* Where the person is visible and why, and a manager's share (AGL-3336). */}\n          <RecordSharingCard\n            object=\"contacts\"\n            id={id}\n            record={row}\n            hostId={hostId ?? null}\n            orgId={orgId}\n            org={org}\n            viewingHostIds={viewingGroup?.hostIds}\n          />\n          <ContactPropertiesCard\n            hostId={hostId}\n            org={org}\n            record={record}\n            orgId={orgId}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            members={members}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactAssociationsCard\n            hostId={siteHostId}\n            record={record}\n            row={row}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            basePath={basePath}\n            bookingsHref={bookingsHref}\n          />\n          <ContactTimelineCard\n            hostId={hostId}\n            org={org}\n            contactId={id}\n            contact={row}\n            campaignHref={campaignHref}\n            suiteLocked={!suiteIncluded}\n          />\n          {/*\n            On a plan without the CRM, the cards that only work a record —\n            deals, tasks, files — are named in the notice above rather than\n            drawn as upsells in a row.\n          */}\n          {suiteIncluded ? (\n            <>\n              <ContactDealsCard\n                hostId={hostId}\n                org={org}\n                basePath={basePath}\n                contactId={id}\n                contactName={record.name || record.email}\n              />\n              <RecordTasksCard hostId={hostId} org={org} basePath={basePath} contactId={id} />\n              {/*\n                The files are the VIEWING holder's, like everything else on this\n                page: the write is a facet path, so a contract one brand filed\n                never appears on a sibling brand's copy of the person.\n              */}\n              <RecordFilesCard\n                scope={scope}\n                collection=\"contacts\"\n                recordId={id}\n                hostId={hostId}\n                facetGroupId={consentGroup.groupId}\n                mediaIds={record.mediaIds}\n                topic=\"contactRecord\"\n              />\n            </>\n          ) : null}\n          <ContactDuplicatesCard\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            basePath={basePath}\n            onMerge={(candidate) => merge.open({ other: candidate, keep: 'current' })}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactMergeDialog\n            {...merge.state}\n            onClose={merge.close}\n            hostId={siteHostId}\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            memberName={members.memberName}\n            // The page's own record was folded away: its address now opens\n            // the survivor, which is where the reader is taken.\n            onMerged={(survivorId) => {\n              if (survivorId !== id) router.replace(routes.contact(survivorId))\n            }}\n          />\n        </>\n      ) : null}\n      {erase.dialog}\n    </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nContactDetailPage.displayName = 'ContactDetailPage'\n\nexport default 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package/src/lib/components/contact-list-columns.d.ts

@@ -1,4 +1,5 @@
 import type { GridColDef } from '@mui/x-data-grid';
+import type { CrmShareChip } from '../model/crm-sharing';
 /**
  * The filterable fields that get a column. The rest of
  * `CONTACT_LIST_FILTER_FIELDS` still reaches the filter panel, hidden.
@@ -30,6 +31,8 @@ export interface ContactListColumnOptions {
      * is known by the site and the column would say so on every line.
      */
     siteName?: (hostId: string) => string;
+    /** The words of a row's "Shared by…" chip (AGL-3336); absent draws none. */
+    shareChipLabel?: (chip: CrmShareChip) => string;
     /**
      * One clock for every row of one paint, so two contacts engaged a second
      * apart cannot read "just now" and "1 min ago". Defaults to the paint's

package/src/lib/components/contact-list-columns.js

@@ -63,7 +63,7 @@ import { nextActivityColumn } from "./crm-next-activity-column.js";
  * (`contactQueryClause`, AGL-3321).
  */ export function contactListColumns(options) {
     var _options_nowMs;
-    const { memberName, siteName } = options;
+    const { memberName, siteName, shareChipLabel } = options;
     const nowMs = (_options_nowMs = options.nowMs) != null ? _options_nowMs : Date.now();
     return [
         _extends({
@@ -80,12 +80,28 @@ import { nextActivityColumn } from "./crm-next-activity-column.js";
                         lineHeight: 1.25
                     },
                     children: [
-                        /*#__PURE__*/ _jsx(Typography, {
-                            variant: "body2",
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            direction: "row",
+                            spacing: 1,
                             sx: {
-                                lineHeight: 1.25
+                                alignItems: 'center',
+                                minWidth: 0
                             },
-                            children: row.name || row.email
+                            children: [
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "body2",
+                                    sx: {
+                                        lineHeight: 1.25
+                                    },
+                                    children: row.name || row.email
+                                }),
+                                row.shareChip && shareChipLabel ? /*#__PURE__*/ _jsx(Chip, {
+                                    size: "small",
+                                    variant: "outlined",
+                                    color: "info",
+                                    label: shareChipLabel(row.shareChip)
+                                }) : null
+                            ]
                         }),
                         row.name ? /*#__PURE__*/ _jsx(Typography, {
                             variant: "caption",