@aglyn/plugins-crm 1.0.0-beta.220 → 1.0.0-beta.222

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

@@ -17,15 +17,19 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_without_properties_loose";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { createResourceUid, CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE, crmNewRecordListFields, pluginDocsHelp, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { createResourceUid, CRM_COLLECTIONS, CRM_RECORDS_BAND_FULL_MESSAGE, CRM_COMPANY_PICKLIST_FIELDS, CRM_COMPANY_TEXT_MAX, crmCompanyParentId, crmCompanyParentRefusal, crmNewRecordListFields, crmPicklistDefaultLabel, pluginDocsHelp, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, HelpTip, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, useUser, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
 import { Alert, Button, IconButton, MenuItem, Stack, TextField, Typography } from "@mui/material";
-import { deleteField, doc, serverTimestamp, setDoc, updateDoc } from "firebase/firestore";
-import { useCallback, useEffect, useMemo, useState } from "react";
+import { deleteField, doc, getDoc, serverTimestamp, setDoc, updateDoc } from "firebase/firestore";
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { useCompanyPicklists } from "../hooks/use-company-picklists.js";
+import { DEAL_CURRENCIES } from "../model/deal-board-model.js";
+import { CompanyPicker, useCompanyOptions } from "./company-picker.js";
+import { CrmPicklistSelect } from "./picklist-select.js";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
 import { useCrmActivityLogger } from "../hooks/use-crm-activity-logger.js";
 import { useCrmRecordsQuota } from "../hooks/use-crm-records-quota.js";
@@ -35,7 +39,24 @@ import { crmCustomDraftDocument, crmCustomDraftMissingRequired, crmCustomDraftVa
 import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
 import { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from "../model/crm-list-query.js";
+/**
+ * The list fields a client edit of a company rewrites: the search tokens,
+ * and the key beside each picklist field the Companies list filters by
+ * (AGL-3514).
+ */ const COMPANY_CLIENT_LIST_FIELDS = [
+    ...CRM_CLIENT_SEARCH_FIELDS,
+    ...CRM_COMPANY_PICKLIST_FIELDS.flatMap((entry)=>'keyField' in entry ? [
+            entry.keyField
+        ] : [])
+];
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
+/** How each picklist field is labeled on a company. */ const COMPANY_PICKLIST_LABELS = {
+    type: 'Type',
+    industry: 'Industry',
+    rating: 'Rating',
+    ownership: 'Ownership',
+    accountSource: 'Account source'
+};
 const ADDRESS_FIELDS = [
     {
         key: 'line1',
@@ -75,7 +96,7 @@ const ADDRESS_FIELDS = [
  * `acme` or a phone number with no country code is refused — as a message
  * beside the button, with the typed values left where they are.
  */ export function CompanyEditDrawer(props) {
-    var _ref, _ref1, _members_error;
+    var _ref, _ref1, _ref2, _members_error;
     const { open, onClose, hostId, org, company, seed, members, onSaved } = props;
     const firestore = useFirestore();
     const { data: user } = useUser();
@@ -118,6 +139,21 @@ const ADDRESS_FIELDS = [
    */ const records = useCrmRecordsQuota(open && !company ? scope : null, org);
     const bandFull = !company && records.ready && !records.quota.allowed;
     /*
+   * SALESFORCE'S ACCOUNT FIELDS (AGL-3514): the org's lists behind Type,
+   * Industry, Rating, Ownership and Account Source, and the companies a
+   * parent may be chosen from — every one the reader can see but this one.
+   */ const picklists = useCompanyPicklists((_ref2 = scope == null ? void 0 : scope[1]) != null ? _ref2 : null);
+    const seededDefaults = useRef(false);
+    const companyOptions = useCompanyOptions({
+        hostId,
+        org,
+        enabled: open
+    });
+    const parentOptions = useMemo(()=>companyOptions.options.filter((option)=>option.id !== (company == null ? void 0 : company.$id)), [
+        companyOptions.options,
+        company == null ? void 0 : company.$id
+    ]);
+    /*
    * Seeded when the drawer OPENS, and not on every render of the card
    * behind it: the company listen is live, so re-seeding on each snapshot
    * would take a field away from whoever is typing in it — including on the
@@ -133,6 +169,7 @@ const ADDRESS_FIELDS = [
         }));
         setCustom({});
         setError('');
+        seededDefaults.current = false;
     // The stored fields are read once per opening; `company` is a new object
     // on every snapshot and must not re-seed.
     // eslint-disable-next-line react-hooks/exhaustive-deps
@@ -140,18 +177,63 @@ const ADDRESS_FIELDS = [
         open,
         companyId
     ]);
+    /*
+   * A NEW company starts each picklist on the org's default, once the
+   * lists have answered — Salesforce's form opens on it too — and only a
+   * field nobody has picked a value for yet.
+   */ useEffect(()=>{
+        if (!open || company || !picklists.ready || seededDefaults.current) return;
+        seededDefaults.current = true;
+        setDraft((current)=>{
+            const next = _extends({}, current);
+            for (const { field, picklistId } of CRM_COMPANY_PICKLIST_FIELDS){
+                const list = picklists.lists[picklistId];
+                const fallback = list ? crmPicklistDefaultLabel(list) : null;
+                if (!next[field] && fallback) next[field] = fallback;
+            }
+            return next;
+        });
+    }, [
+        open,
+        company,
+        picklists
+    ]);
     const patch = useCallback((field, value)=>setDraft((current)=>_extends({}, current, {
                 [field]: value
             })), []);
-    const patchAddress = useCallback((field, value)=>setDraft((current)=>_extends({}, current, {
-                address: _extends({}, current.address, {
+    const patchAddress = useCallback((which, field, value)=>setDraft((current)=>_extends({}, current, {
+                [which]: _extends({}, current[which], {
                     [field]: value
                 })
             })), []);
+    /** The parent's own parent, as the cycle guard walks it; `null` for one this reader cannot see. */ const readParent = useCallback(async (id)=>{
+        if (!scope) return null;
+        try {
+            const snapshot = await getDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id));
+            return snapshot.exists() ? {
+                parentCompanyId: crmCompanyParentId(snapshot.get('parentCompanyId'))
+            } : null;
+        } catch (unused) {
+            return null;
+        }
+    }, [
+        firestore,
+        scope
+    ]);
     const handleSave = useCallback(async ()=>{
         if (busy || !scope) return;
-        const result = companyDraftFields(draft);
+        const result = companyDraftFields(draft, {
+            lists: picklists.lists,
+            current: company
+        });
         if (result.ok === false) return setError(result.error);
+        // A parent is never this company, nor one already under it (AGL-3514).
+        const parentId = crmCompanyParentId(result.set['parentCompanyId']);
+        if (parentId && parentId !== crmCompanyParentId(company == null ? void 0 : company.parentCompanyId)) {
+            var _ref;
+            const refusal = await crmCompanyParentRefusal((_ref = company == null ? void 0 : company.$id) != null ? _ref : null, parentId, readParent);
+            if (refusal) return setError(refusal);
+        }
         const missing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, company ? 'edit' : 'create');
         if (missing.length) return setError(`${missing.join(', ')} is required.`);
         const customDocument = crmCustomDraftDocument(custom);
@@ -159,14 +241,14 @@ const ADDRESS_FIELDS = [
         setBusy(true);
         try {
             if (company) {
-                var _ref, _ref1;
+                var _ref1, _ref2;
                 const ref = doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, company.$id);
                 // The guard WRAPS the write — an early return is a shape you can
                 // keep while losing the protection.
                 const verdict = await writeGuardedBySeed({
                     subject: 'company',
-                    unreadable: (_ref = seed == null ? void 0 : seed.unreadable) != null ? _ref : false,
-                    fromCache: (_ref1 = seed == null ? void 0 : seed.fromCache) != null ? _ref1 : false
+                    unreadable: (_ref1 = seed == null ? void 0 : seed.unreadable) != null ? _ref1 : false,
+                    fromCache: (_ref2 = seed == null ? void 0 : seed.fromCache) != null ? _ref2 : false
                 }, async ()=>{
                     const cleared = Object.fromEntries(result.cleared.map((field)=>[
                             field,
@@ -177,7 +259,7 @@ const ADDRESS_FIELDS = [
                     const { $id: _rowId } = company, stored = _object_without_properties_loose(company, [
                         "$id"
                     ]);
-                    const searchFields = crmClientListFields('companies', stored, _extends({}, result.set, cleared), CRM_CLIENT_SEARCH_FIELDS);
+                    const searchFields = crmClientListFields('companies', stored, _extends({}, result.set, cleared), COMPANY_CLIENT_LIST_FIELDS);
                     await updateDoc(ref, _extends({}, result.set, cleared, searchFields, crmCustomDraftWrites(storedCustom, custom), {
                         updatedAt: serverTimestamp()
                     }));
@@ -192,7 +274,7 @@ const ADDRESS_FIELDS = [
                 });
                 onSaved(company.$id);
             } else {
-                var _ref2;
+                var _ref3;
                 if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE);
                 const id = createResourceUid();
                 // Held by the button until the capturing site is known; checked
@@ -216,7 +298,7 @@ const ADDRESS_FIELDS = [
                     ],
                     // Provenance: the site whose console filed it, never rewritten.
                     hostId: createHostId,
-                    createdByUid: (_ref2 = user == null ? void 0 : user.uid) != null ? _ref2 : '',
+                    createdByUid: (_ref3 = user == null ? void 0 : user.uid) != null ? _ref3 : '',
                     createdAt: serverTimestamp(),
                     updatedAt: serverTimestamp()
                 }));
@@ -262,7 +344,9 @@ const ADDRESS_FIELDS = [
         onClose,
         fields.active,
         storedCustom,
-        custom
+        custom,
+        picklists.lists,
+        readParent
     ]);
     return /*#__PURE__*/ _jsx(NavigationDrawerComponent, {
         open: open,
@@ -319,6 +403,10 @@ const ADDRESS_FIELDS = [
                         severity: "warning",
                         children: CRM_RECORDS_BAND_FULL_MESSAGE
                     }) : null,
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "subtitle2",
+                        children: 'Account information'
+                    }),
                     /*#__PURE__*/ _jsx(TextField, {
                         size: "small",
                         label: "Name",
@@ -327,6 +415,16 @@ const ADDRESS_FIELDS = [
                         onChange: (event)=>patch('name', event.target.value),
                         autoFocus: true
                     }),
+                    /*#__PURE__*/ _jsx(CompanyPicker, {
+                        label: "Parent company",
+                        options: parentOptions,
+                        value: draft.parentCompanyId || null,
+                        onChange: (id)=>patch('parentCompanyId', id != null ? id : ''),
+                        ready: companyOptions.ready,
+                        truncated: companyOptions.truncated,
+                        disabled: busy,
+                        helperText: "The company this one belongs to, such as a subsidiary's group."
+                    }),
                     /*#__PURE__*/ _jsx(TextField, {
                         size: "small",
                         label: "Domain",
@@ -350,9 +448,132 @@ const ADDRESS_FIELDS = [
                     }),
                     /*#__PURE__*/ _jsx(TextField, {
                         size: "small",
-                        label: "Industry",
-                        value: draft.industry,
-                        onChange: (event)=>patch('industry', event.target.value)
+                        label: "Fax",
+                        placeholder: "+1 512 555 0124",
+                        value: draft.fax,
+                        onChange: (event)=>patch('fax', event.target.value)
+                    }),
+                    CRM_COMPANY_PICKLIST_FIELDS.map(({ field, picklistId })=>{
+                        var _company_field;
+                        const list = picklists.lists[picklistId];
+                        return list ? /*#__PURE__*/ _jsx(CrmPicklistSelect, {
+                            picklistId: picklistId,
+                            picklist: list,
+                            label: COMPANY_PICKLIST_LABELS[field],
+                            value: draft[field],
+                            stored: company ? String((_company_field = company[field]) != null ? _company_field : '') : undefined,
+                            onChange: (label)=>patch(field, label),
+                            disabled: busy
+                        }, field) : null;
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Account number",
+                        value: draft.accountNumber,
+                        onChange: (event)=>patch('accountNumber', event.target.value),
+                        slotProps: {
+                            htmlInput: {
+                                maxLength: CRM_COMPANY_TEXT_MAX.accountNumber
+                            }
+                        }
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Account site",
+                        placeholder: "Headquarters",
+                        helperText: "Which of the company's locations this record is.",
+                        value: draft.site,
+                        onChange: (event)=>patch('site', event.target.value),
+                        slotProps: {
+                            htmlInput: {
+                                maxLength: CRM_COMPANY_TEXT_MAX.site
+                            }
+                        }
+                    }),
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        children: [
+                            /*#__PURE__*/ _jsx(TextField, {
+                                size: "small",
+                                label: "Ticker symbol",
+                                value: draft.tickerSymbol,
+                                onChange: (event)=>patch('tickerSymbol', event.target.value),
+                                slotProps: {
+                                    htmlInput: {
+                                        maxLength: CRM_COMPANY_TEXT_MAX.tickerSymbol
+                                    }
+                                },
+                                sx: {
+                                    flex: 1
+                                }
+                            }),
+                            /*#__PURE__*/ _jsx(TextField, {
+                                size: "small",
+                                label: "SIC code",
+                                value: draft.sicCode,
+                                onChange: (event)=>patch('sicCode', event.target.value),
+                                slotProps: {
+                                    htmlInput: {
+                                        maxLength: CRM_COMPANY_TEXT_MAX.sicCode
+                                    }
+                                },
+                                sx: {
+                                    flex: 1
+                                }
+                            })
+                        ]
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Employees",
+                        value: draft.numberOfEmployees,
+                        onChange: (event)=>patch('numberOfEmployees', event.target.value),
+                        slotProps: {
+                            htmlInput: {
+                                inputMode: 'numeric'
+                            }
+                        }
+                    }),
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        children: [
+                            /*#__PURE__*/ _jsx(TextField, {
+                                size: "small",
+                                label: "Annual revenue",
+                                placeholder: "0.00",
+                                value: draft.annualRevenue,
+                                onChange: (event)=>patch('annualRevenue', event.target.value),
+                                slotProps: {
+                                    htmlInput: {
+                                        inputMode: 'decimal'
+                                    }
+                                },
+                                sx: {
+                                    flex: 1
+                                }
+                            }),
+                            /*#__PURE__*/ _jsx(TextField, {
+                                select: true,
+                                size: "small",
+                                label: "Currency",
+                                value: draft.currency,
+                                onChange: (event)=>patch('currency', event.target.value),
+                                sx: {
+                                    width: 120
+                                },
+                                children: [
+                                    ...new Set([
+                                        ...DEAL_CURRENCIES,
+                                        draft.currency
+                                    ])
+                                ].map((code)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                        value: code,
+                                        children: code.toUpperCase()
+                                    }, code))
+                            })
+                        ]
                     }),
                     /*#__PURE__*/ _jsxs(TextField, {
                         select: true,
@@ -387,7 +608,12 @@ const ADDRESS_FIELDS = [
                     }),
                     /*#__PURE__*/ _jsx(Typography, {
                         variant: "subtitle2",
-                        children: 'Address'
+                        children: 'Address information'
+                    }),
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        color: "text.secondary",
+                        children: 'Billing address'
                     }),
                     ADDRESS_FIELDS.map((field)=>{
                         var _draft_address_field_key;
@@ -395,8 +621,43 @@ const ADDRESS_FIELDS = [
                             size: "small",
                             label: field.label,
                             value: (_draft_address_field_key = draft.address[field.key]) != null ? _draft_address_field_key : '',
-                            onChange: (event)=>patchAddress(field.key, event.target.value)
-                        }, field.key);
+                            onChange: (event)=>patchAddress('address', field.key, event.target.value)
+                        }, `address.${field.key}`);
+                    }),
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        sx: {
+                            alignItems: 'center',
+                            justifyContent: 'space-between'
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(Typography, {
+                                variant: "body2",
+                                color: "text.secondary",
+                                children: 'Shipping address'
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                disabled: busy,
+                                onClick: ()=>setDraft((current)=>_extends({}, current, {
+                                            shippingAddress: _extends({}, current.address)
+                                        })),
+                                children: 'Copy billing address'
+                            })
+                        ]
+                    }),
+                    ADDRESS_FIELDS.map((field)=>{
+                        var _draft_shippingAddress_field_key;
+                        return /*#__PURE__*/ _jsx(TextField, {
+                            size: "small",
+                            label: field.label,
+                            value: (_draft_shippingAddress_field_key = draft.shippingAddress[field.key]) != null ? _draft_shippingAddress_field_key : '',
+                            onChange: (event)=>patchAddress('shippingAddress', field.key, event.target.value)
+                        }, `shippingAddress.${field.key}`);
+                    }),
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "subtitle2",
+                        children: 'Description information'
                     }),
                     /*#__PURE__*/ _jsx(TextField, {
                         size: "small",

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  type CrmCompany,\n  crmNewRecordListFields,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, HelpTip, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  setDoc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyDraft,\n  companyDraftFields,\n  companyDraftFrom,\n  EMPTY_COMPANY_DRAFT,\n} from '../model/companies'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface CompanyEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW company asks which site captures it and\n   * an edit keeps the company's own.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /**\n   * The company being EDITED, or nothing to create one.\n   *\n   * The two modes differ in what the fields start as and in which write\n   * runs: an edit opens on the stored values and updates the document, a\n   * create opens empty and stamps the scope, provenance and timestamps a new\n   * record must carry.\n   */\n  company?: (Partial<CrmCompany> & { $id: string }) | null\n  /**\n   * Whether the stored values the edit opened on can be trusted.\n   *\n   * Every optional field is written on every save — a blank one is a\n   * DELETE — so a form seeded from a cached read would write the cache's\n   * blanks over the server's values. The card that holds the listen reports\n   * its own `fromCache` and `status`; the drawer refuses to save on a seed\n   * the server never confirmed, and says so.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  /**\n   * The team, for the owner picker.\n   *\n   * Handed in rather than fetched here, because the surface opening this\n   * drawer already holds the roster to name owners in its rows, and one\n   * fetch per surface is the bargain.\n   */\n  members: OrgMemberOptions\n  /** Called with the record's id after a successful write. */\n  onSaved: (companyId: string) => void\n}\n\nconst ADDRESS_FIELDS: ReadonlyArray<{\n  key: keyof AglynPostalAddress\n  label: string\n}> = [\n  { key: 'line1', label: 'Address line 1' },\n  { key: 'line2', label: 'Address line 2' },\n  { key: 'city', label: 'City' },\n  { key: 'state', label: 'State or region' },\n  { key: 'postalCode', label: 'Postal code' },\n  { key: 'country', label: 'Country (two-letter code)' },\n]\n\n/**\n * ONE COMPANY, created or edited (AGL-2597).\n *\n * A drawer rather than a form above the list, and the same drawer for both\n * jobs: a company is eight fields and an address, which is too much to wedge\n * over a table and exactly the same set whether the record exists yet. The\n * list opens it empty; the company's page opens it on the record.\n *\n * Nothing is written per keystroke. The draft is held here and turned into a\n * document by `companyDraftFields` on Save, which is where a domain typed as\n * `acme` or a phone number with no country code is refused — as a message\n * beside the button, with the typed values left where they are.\n */\nexport function CompanyEditDrawer(props: CompanyEditDrawerProps) {\n  const { open, onClose, hostId, org, company, seed, members, onSaved } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, scope?.[1] ?? null)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the record is STAMPED, which at the hub is\n  // a site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n\n  const [draft, setDraft] = useState<CompanyDraft>(EMPTY_COMPANY_DRAFT)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState('')\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the\n   * keys the reader has touched over what the company stores. Saved as the\n   * difference — see `crm-custom-draft` — beside the fixed fields, in the\n   * same write, so a company is never half-saved.\n   */\n  const fields = useContactFieldDefinitions(scope?.[1] ?? null, 'company')\n  const storedCustom = useMemo(() => company?.custom ?? {}, [company?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /*\n   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a\n   * record of the band the contacts list is banded by, and on an org at a\n   * full hard band this drawer refuses the way `upsertHostContact` refuses a\n   * capture — same number, same sentence. An edit is not a record and pays\n   * for no aggregate. Only a SETTLED refusal refuses: three reads that have\n   * not answered are not a full band.\n   */\n  const records = useCrmRecordsQuota(open && !company ? scope : null, org)\n  const bandFull = !company && records.ready && !records.quota.allowed\n\n  /*\n   * Seeded when the drawer OPENS, and not on every render of the card\n   * behind it: the company listen is live, so re-seeding on each snapshot\n   * would take a field away from whoever is typing in it — including on the\n   * snapshot their own save produces. The create case seeds the owner to the\n   * person filing the record, which is the answer nine times in ten and one\n   * click to change.\n   */\n  const companyId = company?.$id\n  useEffect(() => {\n    if (!open) return\n    setDraft(\n      company\n        ? companyDraftFrom(company)\n        : { ...EMPTY_COMPANY_DRAFT, ownerUid: user?.uid ?? '' },\n    )\n    setCustom({})\n    setError('')\n    // The stored fields are read once per opening; `company` is a new object\n    // on every snapshot and must not re-seed.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, companyId])\n\n  const patch = useCallback(\n    (field: keyof Omit<CompanyDraft, 'address'>, value: string) =>\n      setDraft((current) => ({ ...current, [field]: value })),\n    [],\n  )\n  const patchAddress = useCallback(\n    (field: keyof AglynPostalAddress, value: string) =>\n      setDraft((current) => ({\n        ...current,\n        address: { ...current.address, [field]: value },\n      })),\n    [],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (busy || !scope) return\n    const result = companyDraftFields(draft)\n    if (result.ok === false) return setError(result.error)\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      company ? 'edit' : 'create',\n    )\n    if (missing.length) return setError(`${missing.join(', ')} is required.`)\n    const customDocument = crmCustomDraftDocument(custom)\n    setError('')\n    setBusy(true)\n    try {\n      if (company) {\n        const ref = doc(\n          firestore,\n          scope[0],\n          scope[1],\n          CRM_COLLECTIONS.companies,\n          company.$id,\n        )\n        // The guard WRAPS the write — an early return is a shape you can\n        // keep while losing the protection.\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'company',\n            unreadable: seed?.unreadable ?? false,\n            fromCache: seed?.fromCache ?? false,\n          },\n          async () => {\n            const cleared = Object.fromEntries(\n              result.cleared.map((field) => [field, deleteField()]),\n            )\n            // The stored record the list fields are computed from: the row\n            // without the id the listener stamped on it.\n            const { $id: _rowId, ...stored } = company\n            const searchFields = crmClientListFields(\n              'companies',\n              stored,\n              { ...result.set, ...cleared },\n              CRM_CLIENT_SEARCH_FIELDS,\n            )\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...cleared,\n              // The name and domain are what the Companies list searches\n              // (AGL-3321), from the listener's row with the edit over it.\n              ...searchFields,\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        followUpSharing('companies', [company.$id])\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$id)\n      } else {\n        if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE)\n        const id = createResourceUid()\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        await setDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n          {\n            ...result.set,\n            ...(customDocument ? { custom: customDocument } : {}),\n            // What the Companies list searches and filters by (AGL-3321).\n            ...crmNewRecordListFields('companies', {\n              ...result.set,\n              visibleTo: [...createTokens],\n            }),\n            /*\n             * The scope every CRM creator stamps: the whole org when the org\n             * shares by default, and otherwise the sites that present as one\n             * sender. Without it the record is seen by NOBODY — an absent\n             * `visibleTo` matches no reader's predicate — and the rules\n             * refuse a scoped member creating outside their own tokens.\n             */\n            visibleTo: [...createTokens],\n            // Provenance: the site whose console filed it, never rewritten.\n            hostId: createHostId,\n            createdByUid: user?.uid ?? '',\n            createdAt: serverTimestamp(),\n            updatedAt: serverTimestamp(),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the company is org\n        // data, but the act happened in this site's console and belongs in\n        // its feed. Creation only — an edit is a save the card reports.\n        followUpSharing('companies', [id])\n        logActivity('Added company', { type: 'company', id, name: draft.name.trim() })\n        enqueueSnackbar(`Company \"${draft.name.trim()}\" created`, {\n          variant: 'success',\n          persist: false,\n        })\n        onSaved(id)\n      }\n      onClose()\n    } catch (caught) {\n      console.error(caught)\n      setError('The company could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    busy,\n    scope,\n    followUpSharing,\n    draft,\n    company,\n    bandFull,\n    firestore,\n    seed,\n    createTokens,\n    createHostId,\n    user,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    fields.active,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>{'close drawer'}</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {company ? 'Edit company' : 'New company'}\n          </Typography>\n          <HelpTip\n            {...pluginDocsHelp('companies', { anchor: '#create-a-company' })}\n          />\n        </>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new company names the site that\n            captures it. Nothing under a site, and nothing on an edit — a\n            company keeps the site it was made on (AGL-2630).\n          */}\n          {company ? null : (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this company belongs to — it decides which of your sites may see it.\"\n            />\n          )}\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The organization behind one or more of your contacts. The ' +\n              'domain is what suggests this company for a person from their ' +\n              'email address, so enter the bare hostname.'}\n          </Typography>\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            required\n            value={draft.name}\n            onChange={(event) => patch('name', event.target.value)}\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Domain\"\n            placeholder=\"example.com\"\n            value={draft.domain}\n            onChange={(event) => patch('domain', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            placeholder=\"https://www.example.com\"\n            value={draft.website}\n            onChange={(event) => patch('website', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            placeholder=\"+1 512 555 0123\"\n            value={draft.phone}\n            onChange={(event) => patch('phone', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Industry\"\n            value={draft.industry}\n            onChange={(event) => patch('industry', event.target.value)}\n          />\n          {/*\n            The owner is chosen from the team, never typed: the value is a\n            uid, and a picker that is still loading says so rather than\n            offering an empty list that reads as \"nobody can own this\".\n           */}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={draft.ownerUid}\n            disabled={!members.ready}\n            helperText={\n              !members.ready\n                ? 'Loading your team…'\n                : (members.error ?? 'The team member responsible for this account.')\n            }\n            onChange={(event) => patch('ownerUid', event.target.value)}\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {draft.ownerUid &&\n            !members.options.some((option) => option.uid === draft.ownerUid) ? (\n              <MenuItem value={draft.ownerUid}>\n                {members.labelFor(draft.ownerUid)}\n              </MenuItem>\n            ) : null}\n            {members.options.map((option) => (\n              <MenuItem key={option.uid} value={option.uid}>\n                {crmMemberPickerLabel(option)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"enterprise, west\"\n            helperText=\"Comma-separated, lowercased — the same tags the bulk bar adds\"\n            value={draft.tags}\n            onChange={(event) => patch('tags', event.target.value)}\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={field.key}\n              size=\"small\"\n              label={field.label}\n              value={draft.address[field.key] ?? ''}\n              onChange={(event) => patchAddress(field.key, event.target.value)}\n            />\n          ))}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={draft.notes}\n            onChange={(event) => patch('notes', event.target.value)}\n            multiline\n            minRows={3}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              // A new company waits for its capturing site.\n              disabled={busy || !scope || !draft.name.trim() || (!company && !createHostId)}\n              onClick={() => void handleSave()}\n            >\n              {busy\n                ? 'Saving…'\n                : company\n                  ? 'Save company'\n                  : 'Create company'}\n            </Button>\n            <Button onClick={onClose} disabled={busy}>\n              {'Cancel'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\nCompanyEditDrawer.displayName = 'CompanyEditDrawer'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  CRM_COMPANY_PICKLIST_FIELDS,\n  CRM_COMPANY_TEXT_MAX,\n  type CrmCompany,\n  type CrmCompanyPicklistField,\n  crmCompanyParentId,\n  crmCompanyParentRefusal,\n  crmNewRecordListFields,\n  crmPicklistDefaultLabel,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, HelpTip, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  deleteField,\n  doc,\n  getDoc,\n  serverTimestamp,\n  setDoc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport { useCompanyPicklists } from '../hooks/use-company-picklists'\nimport { DEAL_CURRENCIES } from '../model/deal-board-model'\nimport { CompanyPicker, useCompanyOptions } from './company-picker'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyDraft,\n  companyDraftFields,\n  companyDraftFrom,\n  EMPTY_COMPANY_DRAFT,\n} from '../model/companies'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\n\n/**\n * The list fields a client edit of a company rewrites: the search tokens,\n * and the key beside each picklist field the Companies list filters by\n * (AGL-3514).\n */\nconst COMPANY_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  ...CRM_COMPANY_PICKLIST_FIELDS.flatMap((entry) => ('keyField' in entry ? [entry.keyField] : [])),\n]\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface CompanyEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW company asks which site captures it and\n   * an edit keeps the company's own.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /**\n   * The company being EDITED, or nothing to create one.\n   *\n   * The two modes differ in what the fields start as and in which write\n   * runs: an edit opens on the stored values and updates the document, a\n   * create opens empty and stamps the scope, provenance and timestamps a new\n   * record must carry.\n   */\n  company?: (Partial<CrmCompany> & { $id: string }) | null\n  /**\n   * Whether the stored values the edit opened on can be trusted.\n   *\n   * Every optional field is written on every save — a blank one is a\n   * DELETE — so a form seeded from a cached read would write the cache's\n   * blanks over the server's values. The card that holds the listen reports\n   * its own `fromCache` and `status`; the drawer refuses to save on a seed\n   * the server never confirmed, and says so.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  /**\n   * The team, for the owner picker.\n   *\n   * Handed in rather than fetched here, because the surface opening this\n   * drawer already holds the roster to name owners in its rows, and one\n   * fetch per surface is the bargain.\n   */\n  members: OrgMemberOptions\n  /** Called with the record's id after a successful write. */\n  onSaved: (companyId: string) => void\n}\n\ntype AddressDraftField = 'address' | 'shippingAddress'\n\n/** How each picklist field is labeled on a company. */\nconst COMPANY_PICKLIST_LABELS: Record<CrmCompanyPicklistField, string> = {\n  type: 'Type',\n  industry: 'Industry',\n  rating: 'Rating',\n  ownership: 'Ownership',\n  accountSource: 'Account source',\n}\n\nconst ADDRESS_FIELDS: ReadonlyArray<{\n  key: keyof AglynPostalAddress\n  label: string\n}> = [\n  { key: 'line1', label: 'Address line 1' },\n  { key: 'line2', label: 'Address line 2' },\n  { key: 'city', label: 'City' },\n  { key: 'state', label: 'State or region' },\n  { key: 'postalCode', label: 'Postal code' },\n  { key: 'country', label: 'Country (two-letter code)' },\n]\n\n/**\n * ONE COMPANY, created or edited (AGL-2597).\n *\n * A drawer rather than a form above the list, and the same drawer for both\n * jobs: a company is eight fields and an address, which is too much to wedge\n * over a table and exactly the same set whether the record exists yet. The\n * list opens it empty; the company's page opens it on the record.\n *\n * Nothing is written per keystroke. The draft is held here and turned into a\n * document by `companyDraftFields` on Save, which is where a domain typed as\n * `acme` or a phone number with no country code is refused — as a message\n * beside the button, with the typed values left where they are.\n */\nexport function CompanyEditDrawer(props: CompanyEditDrawerProps) {\n  const { open, onClose, hostId, org, company, seed, members, onSaved } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, scope?.[1] ?? null)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the record is STAMPED, which at the hub is\n  // a site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n\n  const [draft, setDraft] = useState<CompanyDraft>(EMPTY_COMPANY_DRAFT)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState('')\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the\n   * keys the reader has touched over what the company stores. Saved as the\n   * difference — see `crm-custom-draft` — beside the fixed fields, in the\n   * same write, so a company is never half-saved.\n   */\n  const fields = useContactFieldDefinitions(scope?.[1] ?? null, 'company')\n  const storedCustom = useMemo(() => company?.custom ?? {}, [company?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /*\n   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a\n   * record of the band the contacts list is banded by, and on an org at a\n   * full hard band this drawer refuses the way `upsertHostContact` refuses a\n   * capture — same number, same sentence. An edit is not a record and pays\n   * for no aggregate. Only a SETTLED refusal refuses: three reads that have\n   * not answered are not a full band.\n   */\n  const records = useCrmRecordsQuota(open && !company ? scope : null, org)\n  const bandFull = !company && records.ready && !records.quota.allowed\n  /*\n   * SALESFORCE'S ACCOUNT FIELDS (AGL-3514): the org's lists behind Type,\n   * Industry, Rating, Ownership and Account Source, and the companies a\n   * parent may be chosen from — every one the reader can see but this one.\n   */\n  const picklists = useCompanyPicklists(scope?.[1] ?? null)\n  const seededDefaults = useRef(false)\n  const companyOptions = useCompanyOptions({ hostId, org, enabled: open })\n  const parentOptions = useMemo(\n    () => companyOptions.options.filter((option) => option.id !== company?.$id),\n    [companyOptions.options, company?.$id],\n  )\n\n  /*\n   * Seeded when the drawer OPENS, and not on every render of the card\n   * behind it: the company listen is live, so re-seeding on each snapshot\n   * would take a field away from whoever is typing in it — including on the\n   * snapshot their own save produces. The create case seeds the owner to the\n   * person filing the record, which is the answer nine times in ten and one\n   * click to change.\n   */\n  const companyId = company?.$id\n  useEffect(() => {\n    if (!open) return\n    setDraft(\n      company\n        ? companyDraftFrom(company)\n        : { ...EMPTY_COMPANY_DRAFT, ownerUid: user?.uid ?? '' },\n    )\n    setCustom({})\n    setError('')\n    seededDefaults.current = false\n    // The stored fields are read once per opening; `company` is a new object\n    // on every snapshot and must not re-seed.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, companyId])\n  /*\n   * A NEW company starts each picklist on the org's default, once the\n   * lists have answered — Salesforce's form opens on it too — and only a\n   * field nobody has picked a value for yet.\n   */\n  useEffect(() => {\n    if (!open || company || !picklists.ready || seededDefaults.current) return\n    seededDefaults.current = true\n    setDraft((current) => {\n      const next = { ...current }\n      for (const { field, picklistId } of CRM_COMPANY_PICKLIST_FIELDS) {\n        const list = picklists.lists[picklistId]\n        const fallback = list ? crmPicklistDefaultLabel(list) : null\n        if (!next[field] && fallback) next[field] = fallback\n      }\n      return next\n    })\n  }, [open, company, picklists])\n\n  const patch = useCallback(\n    (field: keyof Omit<CompanyDraft, AddressDraftField>, value: string) =>\n      setDraft((current) => ({ ...current, [field]: value })),\n    [],\n  )\n  const patchAddress = useCallback(\n    (which: AddressDraftField, field: keyof AglynPostalAddress, value: string) =>\n      setDraft((current) => ({\n        ...current,\n        [which]: { ...current[which], [field]: value },\n      })),\n    [],\n  )\n  /** The parent's own parent, as the cycle guard walks it; `null` for one this reader cannot see. */\n  const readParent = useCallback(\n    async (id: string) => {\n      if (!scope) return null\n      try {\n        const snapshot = await getDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n        )\n        return snapshot.exists()\n          ? { parentCompanyId: crmCompanyParentId(snapshot.get('parentCompanyId')) }\n          : null\n      } catch {\n        return null\n      }\n    },\n    [firestore, scope],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (busy || !scope) return\n    const result = companyDraftFields(draft, { lists: picklists.lists, current: company })\n    if (result.ok === false) return setError(result.error)\n    // A parent is never this company, nor one already under it (AGL-3514).\n    const parentId = crmCompanyParentId(result.set['parentCompanyId'])\n    if (parentId && parentId !== crmCompanyParentId(company?.parentCompanyId)) {\n      const refusal = await crmCompanyParentRefusal(company?.$id ?? null, parentId, readParent)\n      if (refusal) return setError(refusal)\n    }\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      company ? 'edit' : 'create',\n    )\n    if (missing.length) return setError(`${missing.join(', ')} is required.`)\n    const customDocument = crmCustomDraftDocument(custom)\n    setError('')\n    setBusy(true)\n    try {\n      if (company) {\n        const ref = doc(\n          firestore,\n          scope[0],\n          scope[1],\n          CRM_COLLECTIONS.companies,\n          company.$id,\n        )\n        // The guard WRAPS the write — an early return is a shape you can\n        // keep while losing the protection.\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'company',\n            unreadable: seed?.unreadable ?? false,\n            fromCache: seed?.fromCache ?? false,\n          },\n          async () => {\n            const cleared = Object.fromEntries(\n              result.cleared.map((field) => [field, deleteField()]),\n            )\n            // The stored record the list fields are computed from: the row\n            // without the id the listener stamped on it.\n            const { $id: _rowId, ...stored } = company\n            const searchFields = crmClientListFields(\n              'companies',\n              stored,\n              { ...result.set, ...cleared },\n              COMPANY_CLIENT_LIST_FIELDS,\n            )\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...cleared,\n              // The name and domain are what the Companies list searches\n              // (AGL-3321), and the picklist keys what it filters by\n              // (AGL-3514), from the listener's row with the edit over it.\n              ...searchFields,\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        followUpSharing('companies', [company.$id])\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$id)\n      } else {\n        if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE)\n        const id = createResourceUid()\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        await setDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n          {\n            ...result.set,\n            ...(customDocument ? { custom: customDocument } : {}),\n            // What the Companies list searches and filters by (AGL-3321).\n            ...crmNewRecordListFields('companies', {\n              ...result.set,\n              visibleTo: [...createTokens],\n            }),\n            /*\n             * The scope every CRM creator stamps: the whole org when the org\n             * shares by default, and otherwise the sites that present as one\n             * sender. Without it the record is seen by NOBODY — an absent\n             * `visibleTo` matches no reader's predicate — and the rules\n             * refuse a scoped member creating outside their own tokens.\n             */\n            visibleTo: [...createTokens],\n            // Provenance: the site whose console filed it, never rewritten.\n            hostId: createHostId,\n            createdByUid: user?.uid ?? '',\n            createdAt: serverTimestamp(),\n            updatedAt: serverTimestamp(),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the company is org\n        // data, but the act happened in this site's console and belongs in\n        // its feed. Creation only — an edit is a save the card reports.\n        followUpSharing('companies', [id])\n        logActivity('Added company', { type: 'company', id, name: draft.name.trim() })\n        enqueueSnackbar(`Company \"${draft.name.trim()}\" created`, {\n          variant: 'success',\n          persist: false,\n        })\n        onSaved(id)\n      }\n      onClose()\n    } catch (caught) {\n      console.error(caught)\n      setError('The company could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    busy,\n    scope,\n    followUpSharing,\n    draft,\n    company,\n    bandFull,\n    firestore,\n    seed,\n    createTokens,\n    createHostId,\n    user,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    fields.active,\n    storedCustom,\n    custom,\n    picklists.lists,\n    readParent,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>{'close drawer'}</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {company ? 'Edit company' : 'New company'}\n          </Typography>\n          <HelpTip\n            {...pluginDocsHelp('companies', { anchor: '#create-a-company' })}\n          />\n        </>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new company names the site that\n            captures it. Nothing under a site, and nothing on an edit — a\n            company keeps the site it was made on (AGL-2630).\n          */}\n          {company ? null : (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this company belongs to — it decides which of your sites may see it.\"\n            />\n          )}\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The organization behind one or more of your contacts. The ' +\n              'domain is what suggests this company for a person from their ' +\n              'email address, so enter the bare hostname.'}\n          </Typography>\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {/*\n            Grouped as Salesforce's Account page groups them (AGL-3514):\n            what the company is, where it is, and what the team knows.\n          */}\n          <Typography variant=\"subtitle2\">{'Account information'}</Typography>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            required\n            value={draft.name}\n            onChange={(event) => patch('name', event.target.value)}\n            autoFocus\n          />\n          <CompanyPicker\n            label=\"Parent company\"\n            options={parentOptions}\n            value={draft.parentCompanyId || null}\n            onChange={(id) => patch('parentCompanyId', id ?? '')}\n            ready={companyOptions.ready}\n            truncated={companyOptions.truncated}\n            disabled={busy}\n            helperText=\"The company this one belongs to, such as a subsidiary's group.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Domain\"\n            placeholder=\"example.com\"\n            value={draft.domain}\n            onChange={(event) => patch('domain', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            placeholder=\"https://www.example.com\"\n            value={draft.website}\n            onChange={(event) => patch('website', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            placeholder=\"+1 512 555 0123\"\n            value={draft.phone}\n            onChange={(event) => patch('phone', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Fax\"\n            placeholder=\"+1 512 555 0124\"\n            value={draft.fax}\n            onChange={(event) => patch('fax', event.target.value)}\n          />\n          {CRM_COMPANY_PICKLIST_FIELDS.map(({ field, picklistId }) => {\n            const list = picklists.lists[picklistId]\n            return list ? (\n              <CrmPicklistSelect\n                key={field}\n                picklistId={picklistId}\n                picklist={list}\n                label={COMPANY_PICKLIST_LABELS[field]}\n                value={draft[field]}\n                stored={company ? String(company[field] ?? '') : undefined}\n                onChange={(label) => patch(field, label)}\n                disabled={busy}\n              />\n            ) : null\n          })}\n          <TextField\n            size=\"small\"\n            label=\"Account number\"\n            value={draft.accountNumber}\n            onChange={(event) => patch('accountNumber', event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.accountNumber } }}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Account site\"\n            placeholder=\"Headquarters\"\n            helperText=\"Which of the company's locations this record is.\"\n            value={draft.site}\n            onChange={(event) => patch('site', event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.site } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              size=\"small\"\n              label=\"Ticker symbol\"\n              value={draft.tickerSymbol}\n              onChange={(event) => patch('tickerSymbol', event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.tickerSymbol } }}\n              sx={{ flex: 1 }}\n            />\n            <TextField\n              size=\"small\"\n              label=\"SIC code\"\n              value={draft.sicCode}\n              onChange={(event) => patch('sicCode', event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.sicCode } }}\n              sx={{ flex: 1 }}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Employees\"\n            value={draft.numberOfEmployees}\n            onChange={(event) => patch('numberOfEmployees', event.target.value)}\n            slotProps={{ htmlInput: { inputMode: 'numeric' } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              size=\"small\"\n              label=\"Annual revenue\"\n              placeholder=\"0.00\"\n              value={draft.annualRevenue}\n              onChange={(event) => patch('annualRevenue', event.target.value)}\n              slotProps={{ htmlInput: { inputMode: 'decimal' } }}\n              sx={{ flex: 1 }}\n            />\n            <TextField\n              select\n              size=\"small\"\n              label=\"Currency\"\n              value={draft.currency}\n              onChange={(event) => patch('currency', event.target.value)}\n              sx={{ width: 120 }}\n            >\n              {/* A stored code outside the short list stays selectable as itself. */}\n              {[...new Set<string>([...DEAL_CURRENCIES, draft.currency])].map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          {/*\n            The owner is chosen from the team, never typed: the value is a\n            uid, and a picker that is still loading says so rather than\n            offering an empty list that reads as \"nobody can own this\".\n           */}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={draft.ownerUid}\n            disabled={!members.ready}\n            helperText={\n              !members.ready\n                ? 'Loading your team…'\n                : (members.error ?? 'The team member responsible for this account.')\n            }\n            onChange={(event) => patch('ownerUid', event.target.value)}\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {draft.ownerUid &&\n            !members.options.some((option) => option.uid === draft.ownerUid) ? (\n              <MenuItem value={draft.ownerUid}>\n                {members.labelFor(draft.ownerUid)}\n              </MenuItem>\n            ) : null}\n            {members.options.map((option) => (\n              <MenuItem key={option.uid} value={option.uid}>\n                {crmMemberPickerLabel(option)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"enterprise, west\"\n            helperText=\"Comma-separated, lowercased — the same tags the bulk bar adds\"\n            value={draft.tags}\n            onChange={(event) => patch('tags', event.target.value)}\n          />\n          <Typography variant=\"subtitle2\">{'Address information'}</Typography>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Billing address'}\n          </Typography>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={`address.${field.key}`}\n              size=\"small\"\n              label={field.label}\n              value={draft.address[field.key] ?? ''}\n              onChange={(event) => patchAddress('address', field.key, event.target.value)}\n            />\n          ))}\n          <Stack direction=\"row\" sx={{ alignItems: 'center', justifyContent: 'space-between' }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'Shipping address'}\n            </Typography>\n            <Button\n              size=\"small\"\n              disabled={busy}\n              onClick={() =>\n                setDraft((current) => ({ ...current, shippingAddress: { ...current.address } }))\n              }\n            >\n              {'Copy billing address'}\n            </Button>\n          </Stack>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={`shippingAddress.${field.key}`}\n              size=\"small\"\n              label={field.label}\n              value={draft.shippingAddress[field.key] ?? ''}\n              onChange={(event) => patchAddress('shippingAddress', field.key, event.target.value)}\n            />\n          ))}\n          <Typography variant=\"subtitle2\">{'Description information'}</Typography>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={draft.notes}\n            onChange={(event) => patch('notes', event.target.value)}\n            multiline\n            minRows={3}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              // A new company waits for its capturing site.\n              disabled={busy || !scope || !draft.name.trim() || (!company && !createHostId)}\n              onClick={() => void handleSave()}\n            >\n              {busy\n                ? 'Saving…'\n                : company\n                  ? 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