@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.220

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-associations-card.js

@@ -24,7 +24,7 @@ import { personKeyInBrowser } from "../model/person-key-web.js";
  * point the tenant's loader imports to activate the plugin's SITE half, so a
  * console card named there ships to every published page.
  */ import { CrmRecordAttributionZone } from "./crm-attribution-zone.js";
-import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
+import ContainerPicker from "@aglyn/tenant-feature-instance/components/container-picker";
 import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
@@ -140,7 +140,7 @@ import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
             // so "filed under no campaign" has one shape here and in the pass
             // that detaches a deleted campaign.
             ()=>contactUpdate.updateOne(record.$id, {
-                    campaignIds: Aglyn.campaignMembershipValue(campaigns)
+                    campaignIds: Aglyn.containerMembershipValue(campaigns)
                 }));
             if (!verdict.ok) {
                 return void enqueueSnackbar(verdict.message, {
@@ -298,7 +298,8 @@ import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
                     ]
                 }),
                 /*#__PURE__*/ _jsx(Divider, {}),
-                /*#__PURE__*/ _jsx(CampaignPicker, {
+                /*#__PURE__*/ _jsx(ContainerPicker, {
+                    kind: "campaign",
                     options: siteCampaigns.options,
                     value: campaigns,
                     onChange: setCampaigns,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own **Save filing**\n * in the card header, through the same stale-seed guard the properties card\n * uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId || !orgId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'orgs', orgId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The campaigns, read because this page IS the ask: one picker on one\n   * record, and nothing in the list ever paid for the campaign list. Under\n   * a site, the ones placed on it; at the organization level, every one.\n   */\n  const siteCampaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText={hostId ? 'This site has no campaigns yet.' : 'There are no campaigns yet.'}\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport ContainerPicker from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own **Save filing**\n * in the card header, through the same stale-seed guard the properties card\n * uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId || !orgId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'orgs', orgId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The campaigns, read because this page IS the ask: one picker on one\n   * record, and nothing in the list ever paid for the campaign list. Under\n   * a site, the ones placed on it; at the organization level, every one.\n   */\n  const siteCampaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.containerMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <ContainerPicker\n          kind=\"campaign\"\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText={hostId ? 'This site has no campaigns yet.' : 'There are no campaigns yet.'}\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default ContactAssociationsCard\n"],"names":["Aglyn","CONTACT_SOURCE_LABELS","MARKETING_BASIS_LABELS","readMarketingBasis","personKeyInBrowser","CrmRecordAttributionZone","ContainerPicker","AppLink","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Chip","Divider","Stack","Typography","doc","getDoc","useCallback","useEffect","useMemo","useState","useContactUpdate","crmRoutes","useCrmScope","useCrmCampaigns","ContactAssociationsCard","props","record","hostId","row","consentGroup","seed","basePath","bookingsHref","orgId","firestore","enqueueSnackbar","contactUpdate","routes","leadKey","setLeadKey","email","active","undefined","key","snapshot","catch","exists","campaigns","setCampaigns","campaignIds","saving","setSaving","recordId","$id","siteCampaigns","enabled","consent","handleSaveFiling","verdict","subject","unreadable","status","fromCache","updateOne","containerMembershipValue","ok","message","variant","persist","error","console","Error","allowDuplicate","sources","Object","keys","consentDetail","basisAtMs","Date","toLocaleDateString","assertedBy","otherGrant","filter","Boolean","header","help","pluginDocsHelp","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","ready","options","length","onClick","spacing","direction","sx","flexWrap","rowGap","map","source","label","component","componentVariant","nativeButton","href","lead","py","minHeight","lineHeight","color","recordKind","basis","join","declared","kind","value","onChange","helperText","empty","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SACEC,qBAAqB,EAGrBC,sBAAsB,EACtBC,kBAAkB,QACb,eAAc;AACrB,SAASC,kBAAkB,QAAQ,6BAAyB;AAC5D;;;;CAIC,GACD,SAASC,wBAAwB,QAAQ,4BAAwB;AACjE,OAAOC,qBAAqB,6DAA4D;AACxF,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxE,SAASC,GAAG,EAAEC,MAAM,QAAQ,qBAAoB;AAChD,SAASC,WAAW,EAAEC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACjE,SAASC,gBAAgB,QAAQ,iCAA6B;AAE9D,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,eAAe,QAAQ,gCAA4B;AA0B5D;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAuCC,GACD,OAAO,SAASC,wBAAwBC,KAAmC;QAoF7CC;IAnF5B,MAAM,EAAEC,MAAM,EAAED,MAAM,EAAEE,GAAG,EAAEC,YAAY,EAAEC,IAAI,EAAEC,QAAQ,EAAEC,YAAY,EAAE,GAAGP;IAC5E,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEQ,KAAK,EAAE,GAAGX,YAAY;QAAEK;IAAO;IACvC,MAAMO,YAAY3B;IAClB,MAAM,EAAE4B,eAAe,EAAE,GAAG7B;IAC5B,MAAM8B,gBAAgBhB,iBAAiBO;IACvC,MAAMU,SAAShB,UAAUU;IAEzB,MAAM,CAACO,SAASC,WAAW,GAAGpB,SAAwB;IACtD,MAAMqB,QAAQd,OAAOc,KAAK;IAC1BvB,UAAU;QACR,IAAIwB,SAAS;QACbF,WAAW;QACX,IAAI,CAACZ,UAAU,CAACM,OAAO,OAAOS;QAC9B,KAAK,AAAC,CAAA;YACJ,MAAMC,MAAM,MAAM1C,mBAAmBuC;YACrC,IAAI,CAACG,OAAO,CAACF,QAAQ;YACrB,MAAMG,WAAW,MAAM7B,OACrBD,IAAIoB,WAAW,QAAQD,OAAO,SAASU,MACvCE,KAAK,CAAC,IAAM;YACd,IAAIJ,WAAUG,4BAAAA,SAAUE,MAAM,KAAIP,WAAWI;QAC/C,CAAA,IAAKE,KAAK,CAAC,IAAMH;QACjB,OAAO;YACLD,SAAS;QACX;IACF,GAAG;QAACP;QAAWP;QAAQa;KAAM;IAE7B,MAAM,CAACO,WAAWC,aAAa,GAAG7B,SAAmBO,OAAOuB,WAAW;IACvE,MAAM,CAACC,QAAQC,UAAU,GAAGhC,SAAS;IACrC,MAAMiC,WAAW1B,OAAO2B,GAAG;IAC3BpC,UAAU;QACR+B,aAAatB,OAAOuB,WAAW;IAC/B,uDAAuD;IACzD,GAAG;QAACG;KAAS;IAEb;;;;GAIC,GACD,MAAME,gBAAgB/B,gBAAgB;QAAEI;QAAQM;IAAM,GAAG;QAAEsB,SAAS;IAAK;IAEzE,MAAMC,UAAUtC,QACd,IAAMlB,mBAAmB4B,KAAKC,eAC9B;QAACD;QAAKC;KAAa;IAGrB,MAAM4B,mBAAmBzC,YAAY;QACnCmC,UAAU;QACV,IAAI;YACF,MAAMO,UAAU,MAAMlD,mBACpB;gBACEmD,SAAS;gBACTC,YAAY9B,KAAK+B,MAAM,KAAK;gBAC5BC,WAAWhC,KAAKgC,SAAS;YAC3B,GACA,oEAAoE;YACpE,kEAAkE;YAClE,oCAAoC;YACpC,IACE1B,cAAc2B,SAAS,CAACrC,OAAO2B,GAAG,EAAE;oBAClCJ,aAAapD,MAAMmE,wBAAwB,CAACjB;gBAC9C;YAEJ,IAAI,CAACW,QAAQO,EAAE,EAAE;gBACf,OAAO,KAAK9B,gBAAgBuB,QAAQQ,OAAO,EAAE;oBAC3CC,SAAS;oBACTC,SAAS;gBACX;YACF;YACAjC,gBAAgB,gBAAgB;gBAAEgC,SAAS;gBAAWC,SAAS;YAAM;QACvE,EAAE,OAAOC,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdlC,gBACEkC,iBAAiBE,SAASF,MAAMH,OAAO,GAAGG,MAAMH,OAAO,GAAG,yBAC1D;gBAAEC,SAAS;gBAASK,gBAAgB;YAAK;QAE7C,SAAU;YACRrB,UAAU;QACZ;IACF,GAAG;QAACJ;QAAWX;QAAeD;QAAiBT,OAAO2B,GAAG;QAAEvB,KAAKgC,SAAS;QAAEhC,KAAK+B,MAAM;KAAC;IAEvF,MAAMY,UAAUC,OAAOC,IAAI,EAACjD,kBAAAA,OAAO+C,OAAO,YAAd/C,kBAAkB,CAAC;IAC/C,MAAMkD,gBAAgB;QACpBpB,QAAQqB,SAAS,GACb,CAAC,SAAS,EAAE,IAAIC,KAAKtB,QAAQqB,SAAS,EAAEE,kBAAkB,IAAI,GAC9D;QACJvB,QAAQwB,UAAU,KAAK,aAAa,yBAAyB;QAC7DxB,QAAQyB,UAAU,KAAK,eACnB,+CACA;KACL,CAACC,MAAM,CAACC;IAET,qBACE,KAAC9E;QACC+E,QAAQ;QACRC,MAAMxF,MAAMyF,cAAc,CAAC,iBAAiB;YAAEC,QAAQ;QAAkC;QACxFC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAAClF;gBACCmF,MAAK;gBACLzB,SAAQ;gBACR0B,UAAU3C,UAAWI,cAAcwC,KAAK,IAAI,CAACxC,cAAcyC,OAAO,CAACC,MAAM;gBACzEC,SAAS,IAAM,KAAKxC;0BAEnBP,SAAS,YAAY;;QAG5B;kBAEA,cAAA,MAACtC;YAAMsF,SAAS;;8BACd,MAACtF;oBAAMsF,SAAS;;sCACd,KAACrF;4BAAWsD,SAAQ;sCAAa;;wBAChCM,QAAQuB,MAAM,IAAI1D,wBACjB,MAAC1B;4BAAMuF,WAAU;4BAAMD,SAAS;4BAAKE,IAAI;gCAAEC,UAAU;gCAAQC,QAAQ;4BAAI;;gCACtE7B,QAAQ8B,GAAG,CAAC,CAACC;wCAGH1G;yDAFT,KAACY;wCAEC+F,KAAK,GAAE3G,gCAAAA,qBAAqB,CAAC0G,OAAO,YAA7B1G,gCAAiC0G;wCACxCZ,MAAK;uCAFAY;;gCASRlE,wBACC,KAAC7B;oCACCiG,WAAWtG;mCACN;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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,