@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.222

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

@@ -17,14 +17,16 @@
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { pluginDocsHelp } from "@aglyn/aglyn";
 import { mdiDeleteOutline, mdiPencilOutline } from "@aglyn/shared-data-mdi";
-import { MdiIcon, useConfirmationContext } from "@aglyn/shared-ui-jsx";
+import { AppLink, MdiIcon, useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { Button, Link, Stack, Typography } from "@mui/material";
 import { useCallback, useState } from "react";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
 import { useCrmActivityLogger } from "../hooks/use-crm-activity-logger.js";
+import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
 import { COMPANY_DETACH_LIMIT } from "../model/companies.js";
 import { companyDeleteFailureMessage, deleteCompanyThroughRoute } from "../model/company-delete.js";
+import { formatMoney } from "../model/deal-board-model.js";
 import CompanyEditDrawer from "./company-edit-drawer.js";
 import { formatContactCustomValue } from "./contact-custom-columns.js";
 import { CrmCallButton, CrmPhoneLink } from "./crm-call-actions.js";
@@ -63,7 +65,7 @@ import { useCrmApi } from "./use-crm-api.js";
  * (AGL-2804). What this card adds is the confirm, the sentence for each
  * outcome, and leaving the page once the record is gone.
  */ export function CompanyPropertiesCard(props) {
-    var _company_tags;
+    var _company_tags, _company_type, _company_rating;
     const { company, seed, hostId, org, crmScope, members, routes, onDeleted } = props;
     const { scope } = crmScope;
     const callCrm = useCrmApi(hostId);
@@ -135,10 +137,31 @@ import { useCrmApi } from "./use-crm-api.js";
         enqueueSnackbar,
         onDeleted
     ]);
-    const address = formatAddress(company.address);
-    // The domain, the industry and the owner read on the header — the
-    // subtitle and the chip row — so the rows list what is left.
-    const rows = [
+    // The parent company by name (AGL-3514), resolved once and cached.
+    const parentId = company.parentCompanyId || null;
+    const recordName = useCrmRecordNames({
+        orgId: crmScope.orgId,
+        groupId: null,
+        records: parentId ? [
+            {
+                kind: 'company',
+                id: parentId
+            }
+        ] : []
+    });
+    /*
+   * Grouped as Salesforce's Account page groups them (AGL-3514): what the
+   * company is, where it is, and what the team knows. The domain, the
+   * industry, the type, the rating and the owner read on the header — the
+   * subtitle and the chip row — so the rows list what is left.
+   */ const rows = [
+        {
+            label: 'Parent company',
+            value: parentId ? /*#__PURE__*/ _jsx(AppLink, {
+                href: routes.company(parentId),
+                children: recordName('company', parentId) || 'Open company'
+            }) : null
+        },
         {
             label: 'Website',
             value: company.website ? /*#__PURE__*/ _jsx(Link, {
@@ -156,13 +179,57 @@ import { useCrmApi } from "./use-crm-api.js";
             })
         },
         {
-            label: 'Address',
-            value: address
+            label: 'Fax',
+            value: company.fax
+        },
+        {
+            label: 'Ownership',
+            value: company.ownership
+        },
+        {
+            label: 'Account source',
+            value: company.accountSource
+        },
+        {
+            label: 'Account number',
+            value: company.accountNumber
+        },
+        {
+            label: 'Account site',
+            value: company.site
+        },
+        {
+            label: 'Ticker symbol',
+            value: company.tickerSymbol
+        },
+        {
+            label: 'SIC code',
+            value: company.sicCode
+        },
+        {
+            label: 'Employees',
+            value: typeof company.numberOfEmployees === 'number' ? company.numberOfEmployees.toLocaleString() : null
+        },
+        {
+            label: 'Annual revenue',
+            value: typeof company.annualRevenueCents === 'number' ? formatMoney(company.annualRevenueCents, company.currency) : null
         },
         {
             label: 'Tags',
             value: ((_company_tags = company.tags) != null ? _company_tags : []).join(', ')
+        }
+    ];
+    const addressRows = [
+        {
+            label: 'Billing address',
+            value: formatAddress(company.address)
         },
+        {
+            label: 'Shipping address',
+            value: formatAddress(company.shippingAddress)
+        }
+    ];
+    const descriptionRows = [
         {
             label: 'Notes',
             value: company.notes
@@ -258,10 +325,18 @@ import { useCrmApi } from "./use-crm-api.js";
         ],
         chips: /*#__PURE__*/ _jsxs(_Fragment, {
             children: [
+                /*#__PURE__*/ _jsx(CrmRecordChip, {
+                    label: "Type",
+                    value: (_company_type = company.type) != null ? _company_type : undefined
+                }),
                 /*#__PURE__*/ _jsx(CrmRecordChip, {
                     label: "Industry",
                     value: company.industry
                 }),
+                /*#__PURE__*/ _jsx(CrmRecordChip, {
+                    label: "Rating",
+                    value: (_company_rating = company.rating) != null ? _company_rating : undefined
+                }),
                 /*#__PURE__*/ _jsx(CrmRecordChip, {
                     label: "Owner",
                     value: company.ownerUid ? members.ready ? members.labelFor(company.ownerUid) : '…' : undefined
@@ -273,6 +348,22 @@ import { useCrmApi } from "./use-crm-api.js";
                 spacing: 1,
                 children: [
                     factRows(rows),
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "subtitle2",
+                        sx: {
+                            pt: 1
+                        },
+                        children: 'Address information'
+                    }),
+                    factRows(addressRows),
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "subtitle2",
+                        sx: {
+                            pt: 1
+                        },
+                        children: 'Description information'
+                    }),
+                    factRows(descriptionRows),
                     moreRows.length ? /*#__PURE__*/ _jsxs(_Fragment, {
                         children: [
                             /*#__PURE__*/ _jsx(Typography, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type CrmCompany,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { Button, Link, Stack, Typography } from '@mui/material'\nimport { type ReactNode, useCallback, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport type { CrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { COMPANY_DETACH_LIMIT } from '../model/companies'\nimport {\n  companyDeleteFailureMessage,\n  deleteCompanyThroughRoute,\n} from '../model/company-delete'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { useCrmApi } from './use-crm-api'\n\nexport interface CompanyPropertiesCardProps {\n  company: Partial<CrmCompany> & { $id: string }\n  /** Whether the document the card holds is server-confirmed. */\n  seed: { fromCache: boolean; unreadable: boolean }\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  crmScope: CrmScope\n  members: OrgMemberOptions\n  routes: CrmRoutes\n  /** Called once the record is gone, so the page can leave it. */\n  onDeleted: () => void\n}\n\n/** A postal address on one line, or nothing. */\nfunction formatAddress(address: AglynPostalAddress | null | undefined): string {\n  if (!address) return ''\n  return [\n    address.line1,\n    address.line2,\n    [address.city, address.state].filter(Boolean).join(', '),\n    address.postalCode,\n    address.country,\n  ]\n    .map((part) => String(part ?? '').trim())\n    .filter(Boolean)\n    .join(' · ')\n}\n\n/**\n * WHAT A COMPANY IS: its fields, read off the one document the page holds,\n * with the edit and the delete beside them (AGL-2597).\n *\n * ## Edit is the create drawer\n *\n * The same form the list creates with, opened on the record. One form means\n * one set of refusals — a domain that is not a domain is refused the same\n * way on day one and on a rename — and one place to add a field.\n *\n * ## Delete is a DETACH first\n *\n * `crm/company-delete` — the route the bulk bar calls per row as well —\n * unlinks the contacts that name this company before removing it, bounded\n * at {@link COMPANY_DETACH_LIMIT} per pass and honest past it: the company\n * stands, and the person is told more remain. The unlink clears each\n * holder's facet that named the company, which is the server's to write\n * (AGL-2804). What this card adds is the confirm, the sentence for each\n * outcome, and leaving the page once the record is gone.\n */\nexport function CompanyPropertiesCard(props: CompanyPropertiesCardProps) {\n  const {\n    company,\n    seed,\n    hostId,\n    org,\n    crmScope,\n    members,\n    routes,\n    onDeleted,\n  } = props\n  const { scope } = crmScope\n  const callCrm = useCrmApi(hostId)\n  const { confirm } = useConfirmationContext()\n  const { enqueueSnackbar } = useSnackbar()\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the company's own site would face\n  // a gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's company fields (AGL-2661): one row each under the fixed\n  // ones, read by type the way the list's columns read them.\n  const fields = useContactFieldDefinitions(crmScope.orgId, 'company')\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || deleting) return\n    const name = String(company.name ?? company.$id)\n    const accepted = await confirm({\n      title: 'Delete this company?',\n      description:\n        `\"${name}\" is removed from Companies and unlinked from every ` +\n        'contact at it. The contacts themselves are kept, and so is ' +\n        'anything else filed against the company.',\n      confirmationText: 'Delete company',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel, so gating\n      // on the resolved value alone would make this always return.\n      .then(() => true)\n      .catch(() => false)\n    if (!accepted) return\n    setDeleting(true)\n    try {\n      const outcome = await deleteCompanyThroughRoute(callCrm, company.$id)\n      if (!outcome.deleted) {\n        enqueueSnackbar(\n          `${COMPANY_DETACH_LIMIT.toLocaleString()} contacts were unlinked ` +\n            `from \"${name}\" and more remain. Delete again to continue.`,\n          { variant: 'warning' },\n        )\n        return\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.\n      logActivity('Deleted company', { type: 'company', id: company.$id, name })\n      enqueueSnackbar(\n        outcome.detached\n          ? `Company deleted and unlinked from ${outcome.detached.toLocaleString()} ` +\n              `contact${outcome.detached === 1 ? '' : 's'}`\n          : 'Company deleted',\n        { variant: 'success', persist: false },\n      )\n      onDeleted()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(companyDeleteFailureMessage(error), {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setDeleting(false)\n    }\n  }, [scope, deleting, company, confirm, callCrm, logActivity, enqueueSnackbar, onDeleted])\n\n  const address = formatAddress(company.address)\n  // The domain, the industry and the owner read on the header — the\n  // subtitle and the chip row — so the rows list what is left.\n  const rows: Array<{ label: string; value: ReactNode }> = [\n    {\n      label: 'Website',\n      value: company.website ? (\n        <Link href={company.website} target=\"_blank\" rel=\"noreferrer noopener\">\n          {company.website}\n        </Link>\n      ) : null,\n    },\n    // Callable in one tap (AGL-2661); plain text for a value no dialer takes.\n    { label: 'Phone', value: <CrmPhoneLink phone={company.phone} /> },\n    { label: 'Address', value: address },\n    { label: 'Tags', value: (company.tags ?? []).join(', ') },\n    { label: 'Notes', value: company.notes },\n  ]\n  // The org's own company fields (AGL-2661), after the built-in ones under\n  // \"More fields\", as a record's Details keep them; none defined, none drawn.\n  const moreRows: Array<{ label: string; value: ReactNode }> = fields.active.map(\n    (definition) => {\n      const text = formatContactCustomValue(definition, company.custom?.[definition.key])\n      return {\n        label: definition.label || definition.key,\n        value:\n          text && definition.type === 'url' ? (\n            <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n              {text}\n            </Link>\n          ) : (\n            text\n          ),\n      }\n    },\n  )\n  const factRows = (list: Array<{ label: string; value: ReactNode }>) =>\n    list.map((row) => (\n      <Stack\n        key={row.label}\n        direction=\"row\"\n        spacing={2}\n        sx={{ alignItems: 'baseline' }}\n      >\n        <Typography\n          variant=\"caption\"\n          color=\"text.secondary\"\n          sx={{ minWidth: 96, flexShrink: 0 }}\n        >\n          {row.label}\n        </Typography>\n        <Typography\n          variant=\"body2\"\n          color={row.value ? 'text.primary' : 'text.secondary'}\n          sx={{ whiteSpace: 'pre-wrap', overflowWrap: 'anywhere' }}\n        >\n          {row.value || '—'}\n        </Typography>\n      </Stack>\n    ))\n\n  return (\n    <CrmRecordHeader\n      kind=\"Company\"\n      title={String(company.name || company.$id)}\n      subtitle={company.domain}\n      help={pluginDocsHelp('companies', { anchor: '#a-companys-page' })}\n      backHref={routes.section('companies')}\n      backLabel=\"Back to companies\"\n      actions={\n        <>\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ companyId: company.$id }}\n            phone={company.phone}\n          />\n          <Button\n            size=\"small\"\n            color=\"primary\"\n            variant=\"outlined\"\n            startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n            onClick={() => setEditing(true)}\n          >\n            {'Edit'}\n          </Button>\n        </>\n      }\n      menuItems={[\n        {\n          key: 'delete',\n          label: deleting ? 'Deleting…' : 'Delete company',\n          icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n          destructive: true,\n          disabled: !scope || deleting,\n          disabledReason: deleting ? 'The company is being deleted' : 'The organization has not loaded',\n          onClick: () => void handleDelete(),\n        },\n      ]}\n      chips={\n        <>\n          <CrmRecordChip label=\"Industry\" value={company.industry} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={\n              company.ownerUid\n                ? members.ready\n                  ? members.labelFor(company.ownerUid)\n                  : '…'\n                : undefined\n            }\n          />\n        </>\n      }\n    >\n      <Stack spacing={1}>\n        {factRows(rows)}\n        {moreRows.length ? (\n          <>\n            <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n              {'More fields'}\n            </Typography>\n            {factRows(moreRows)}\n          </>\n        ) : null}\n      </Stack>\n      {editing ? (\n        <CompanyEditDrawer\n          open\n          onClose={() => setEditing(false)}\n          hostId={hostId}\n          org={org}\n          company={company}\n          seed={seed}\n          members={members}\n          onSaved={() => setEditing(false)}\n        />\n      ) : null}\n    </CrmRecordHeader>\n  )\n}\nCompanyPropertiesCard.displayName = 'CompanyPropertiesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type CrmCompany,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { Button, Link, Stack, Typography } from '@mui/material'\nimport { type ReactNode, useCallback, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport type { CrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { COMPANY_DETACH_LIMIT } from '../model/companies'\nimport {\n  companyDeleteFailureMessage,\n  deleteCompanyThroughRoute,\n} from '../model/company-delete'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport { formatMoney } from '../model/deal-board-model'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { useCrmApi } from './use-crm-api'\n\nexport interface CompanyPropertiesCardProps {\n  company: Partial<CrmCompany> & { $id: string }\n  /** Whether the document the card holds is server-confirmed. */\n  seed: { fromCache: boolean; unreadable: boolean }\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling>\n  crmScope: CrmScope\n  members: OrgMemberOptions\n  routes: CrmRoutes\n  /** Called once the record is gone, so the page can leave it. */\n  onDeleted: () => void\n}\n\n/** A postal address on one line, or nothing. */\nfunction formatAddress(address: AglynPostalAddress | null | undefined): string {\n  if (!address) return ''\n  return [\n    address.line1,\n    address.line2,\n    [address.city, address.state].filter(Boolean).join(', '),\n    address.postalCode,\n    address.country,\n  ]\n    .map((part) => String(part ?? '').trim())\n    .filter(Boolean)\n    .join(' · ')\n}\n\n/**\n * WHAT A COMPANY IS: its fields, read off the one document the page holds,\n * with the edit and the delete beside them (AGL-2597).\n *\n * ## Edit is the create drawer\n *\n * The same form the list creates with, opened on the record. One form means\n * one set of refusals — a domain that is not a domain is refused the same\n * way on day one and on a rename — and one place to add a field.\n *\n * ## Delete is a DETACH first\n *\n * `crm/company-delete` — the route the bulk bar calls per row as well —\n * unlinks the contacts that name this company before removing it, bounded\n * at {@link COMPANY_DETACH_LIMIT} per pass and honest past it: the company\n * stands, and the person is told more remain. The unlink clears each\n * holder's facet that named the company, which is the server's to write\n * (AGL-2804). What this card adds is the confirm, the sentence for each\n * outcome, and leaving the page once the record is gone.\n */\nexport function CompanyPropertiesCard(props: CompanyPropertiesCardProps) {\n  const {\n    company,\n    seed,\n    hostId,\n    org,\n    crmScope,\n    members,\n    routes,\n    onDeleted,\n  } = props\n  const { scope } = crmScope\n  const callCrm = useCrmApi(hostId)\n  const { confirm } = useConfirmationContext()\n  const { enqueueSnackbar } = useSnackbar()\n  // The feed the act is logged in, decided by the level it was performed\n  // at (AGL-2738): this site's under a site, the organization's at the org\n  // hub, where a client-direct append to the company's own site would face\n  // a gate the record write never had to pass.\n  const logActivity = useCrmActivityLogger(hostId)\n  const [editing, setEditing] = useState(false)\n  const [deleting, setDeleting] = useState(false)\n  // The org's company fields (AGL-2661): one row each under the fixed\n  // ones, read by type the way the list's columns read them.\n  const fields = useContactFieldDefinitions(crmScope.orgId, 'company')\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || deleting) return\n    const name = String(company.name ?? company.$id)\n    const accepted = await confirm({\n      title: 'Delete this company?',\n      description:\n        `\"${name}\" is removed from Companies and unlinked from every ` +\n        'contact at it. The contacts themselves are kept, and so is ' +\n        'anything else filed against the company.',\n      confirmationText: 'Delete company',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel, so gating\n      // on the resolved value alone would make this always return.\n      .then(() => true)\n      .catch(() => false)\n    if (!accepted) return\n    setDeleting(true)\n    try {\n      const outcome = await deleteCompanyThroughRoute(callCrm, company.$id)\n      if (!outcome.deleted) {\n        enqueueSnackbar(\n          `${COMPANY_DETACH_LIMIT.toLocaleString()} contacts were unlinked ` +\n            `from \"${name}\" and more remain. Delete again to continue.`,\n          { variant: 'warning' },\n        )\n        return\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.\n      logActivity('Deleted company', { type: 'company', id: company.$id, name })\n      enqueueSnackbar(\n        outcome.detached\n          ? `Company deleted and unlinked from ${outcome.detached.toLocaleString()} ` +\n              `contact${outcome.detached === 1 ? '' : 's'}`\n          : 'Company deleted',\n        { variant: 'success', persist: false },\n      )\n      onDeleted()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(companyDeleteFailureMessage(error), {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setDeleting(false)\n    }\n  }, [scope, deleting, company, confirm, callCrm, logActivity, enqueueSnackbar, onDeleted])\n\n  // The parent company by name (AGL-3514), resolved once and cached.\n  const parentId = company.parentCompanyId || null\n  const recordName = useCrmRecordNames({\n    orgId: crmScope.orgId,\n    groupId: null,\n    records: parentId ? [{ kind: 'company', id: parentId }] : [],\n  })\n  /*\n   * Grouped as Salesforce's Account page groups them (AGL-3514): what the\n   * company is, where it is, and what the team knows. The domain, the\n   * industry, the type, the rating and the owner read on the header — the\n   * subtitle and the chip row — so the rows list what is left.\n   */\n  const rows: Array<{ label: string; value: ReactNode }> = [\n    {\n      label: 'Parent company',\n      value: parentId ? (\n        <AppLink href={routes.company(parentId)}>\n          {recordName('company', parentId) || 'Open company'}\n        </AppLink>\n      ) : null,\n    },\n    {\n      label: 'Website',\n      value: company.website ? (\n        <Link href={company.website} target=\"_blank\" rel=\"noreferrer noopener\">\n          {company.website}\n        </Link>\n      ) : null,\n    },\n    // Callable in one tap (AGL-2661); plain text for a value no dialer takes.\n    { label: 'Phone', value: <CrmPhoneLink phone={company.phone} /> },\n    { label: 'Fax', value: company.fax },\n    { label: 'Ownership', value: company.ownership },\n    { label: 'Account source', value: company.accountSource },\n    { label: 'Account number', value: company.accountNumber },\n    { label: 'Account site', value: company.site },\n    { label: 'Ticker symbol', value: company.tickerSymbol },\n    { label: 'SIC code', value: company.sicCode },\n    {\n      label: 'Employees',\n      value:\n        typeof company.numberOfEmployees === 'number'\n          ? company.numberOfEmployees.toLocaleString()\n          : null,\n    },\n    {\n      label: 'Annual revenue',\n      value:\n        typeof company.annualRevenueCents === 'number'\n          ? formatMoney(company.annualRevenueCents, company.currency)\n          : null,\n    },\n    { label: 'Tags', value: (company.tags ?? []).join(', ') },\n  ]\n  const addressRows: Array<{ label: string; value: ReactNode }> = [\n    { label: 'Billing address', value: formatAddress(company.address) },\n    { label: 'Shipping address', value: formatAddress(company.shippingAddress) },\n  ]\n  const descriptionRows: Array<{ label: string; value: ReactNode }> = [\n    { label: 'Notes', value: company.notes },\n  ]\n  // The org's own company fields (AGL-2661), after the built-in ones under\n  // \"More fields\", as a record's Details keep them; none defined, none drawn.\n  const moreRows: Array<{ label: string; value: ReactNode }> = fields.active.map(\n    (definition) => {\n      const text = formatContactCustomValue(definition, company.custom?.[definition.key])\n      return {\n        label: definition.label || definition.key,\n        value:\n          text && definition.type === 'url' ? (\n            <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n              {text}\n            </Link>\n          ) : (\n            text\n          ),\n      }\n    },\n  )\n  const factRows = (list: Array<{ label: string; value: ReactNode }>) =>\n    list.map((row) => (\n      <Stack\n        key={row.label}\n        direction=\"row\"\n        spacing={2}\n        sx={{ alignItems: 'baseline' }}\n      >\n        <Typography\n          variant=\"caption\"\n          color=\"text.secondary\"\n          sx={{ minWidth: 96, flexShrink: 0 }}\n        >\n          {row.label}\n        </Typography>\n        <Typography\n          variant=\"body2\"\n          color={row.value ? 'text.primary' : 'text.secondary'}\n          sx={{ whiteSpace: 'pre-wrap', overflowWrap: 'anywhere' }}\n        >\n          {row.value || '—'}\n        </Typography>\n      </Stack>\n    ))\n\n  return (\n    <CrmRecordHeader\n      kind=\"Company\"\n      title={String(company.name || company.$id)}\n      subtitle={company.domain}\n      help={pluginDocsHelp('companies', { anchor: '#a-companys-page' })}\n      backHref={routes.section('companies')}\n      backLabel=\"Back to companies\"\n      actions={\n        <>\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ companyId: company.$id }}\n            phone={company.phone}\n          />\n          <Button\n            size=\"small\"\n            color=\"primary\"\n            variant=\"outlined\"\n            startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n            onClick={() => setEditing(true)}\n          >\n            {'Edit'}\n          </Button>\n        </>\n      }\n      menuItems={[\n        {\n          key: 'delete',\n          label: deleting ? 'Deleting…' : 'Delete company',\n          icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n          destructive: true,\n          disabled: !scope || deleting,\n          disabledReason: deleting ? 'The company is being deleted' : 'The organization has not loaded',\n          onClick: () => void handleDelete(),\n        },\n      ]}\n      chips={\n        <>\n          <CrmRecordChip label=\"Type\" value={company.type ?? undefined} />\n          <CrmRecordChip label=\"Industry\" value={company.industry} />\n          <CrmRecordChip label=\"Rating\" value={company.rating ?? undefined} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={\n              company.ownerUid\n                ? members.ready\n                  ? members.labelFor(company.ownerUid)\n                  : '…'\n                : undefined\n            }\n          />\n        </>\n      }\n    >\n      <Stack spacing={1}>\n        {factRows(rows)}\n        <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n          {'Address information'}\n        </Typography>\n        {factRows(addressRows)}\n        <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n          {'Description information'}\n        </Typography>\n        {factRows(descriptionRows)}\n        {moreRows.length ? (\n          <>\n            <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n              {'More fields'}\n            </Typography>\n            {factRows(moreRows)}\n          </>\n        ) : null}\n      </Stack>\n      {editing ? (\n        <CompanyEditDrawer\n          open\n          onClose={() => setEditing(false)}\n          hostId={hostId}\n          org={org}\n          company={company}\n          seed={seed}\n          members={members}\n          onSaved={() => setEditing(false)}\n        />\n      ) : null}\n    </CrmRecordHeader>\n  )\n}\nCompanyPropertiesCard.displayName = 'CompanyPropertiesCard'\n\nexport default CompanyPropertiesCard\n"],"names":["pluginDocsHelp","mdiDeleteOutline","mdiPencilOutline","AppLink","MdiIcon","useConfirmationContext","useSnackbar","Button","Link","Stack","Typography","useCallback","useState","useContactFieldDefinitions","useCrmActivityLogger","useCrmRecordNames","COMPANY_DETACH_LIMIT","companyDeleteFailureMessage","deleteCompanyThroughRoute","formatMoney","CompanyEditDrawer","formatContactCustomValue","CrmCallButton","CrmPhoneLink","CrmRecordChip","CrmRecordHeader","useCrmApi","formatAddress","address","line1","line2","city","state","filter","Boolean","join","postalCode","country","map","part","String","trim","CompanyPropertiesCard","props","company","seed","hostId","org","crmScope","members","routes","onDeleted","scope","callCrm","confirm","enqueueSnackbar","logActivity","editing","setEditing","deleting","setDeleting","fields","orgId","handleDelete","name","$id","accepted","title","description","confirmationText","confirmationButtonProps","color","then","catch","outcome","deleted","toLocaleString","variant","type","id","detached","persist","error","console","allowDuplicate","parentId","parentCompanyId","recordName","groupId","records","kind","rows","label","value","href","website","target","rel","phone","fax","ownership","accountSource","accountNumber","site","tickerSymbol","sicCode","numberOfEmployees","annualRevenueCents","currency","tags","addressRows","shippingAddress","descriptionRows","notes","moreRows","active","definition","text","custom","key","factRows","list","row","direction","spacing","sx","alignItems","minWidth","flexShrink","whiteSpace","overflowWrap","subtitle","domain","help","anchor","backHref","section","backLabel","actions","link","companyId","size","startIcon","path","onClick","menuItems","icon","destructive","disabled","disabledReason","chips","undefined","industry","rating","ownerUid","ready","labelFor","pt","length","open","onClose","onSaved","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAIEA,cAAc,QACT,eAAc;AACrB,SAASC,gBAAgB,EAAEC,gBAAgB,QAAQ,yBAAwB;AAC3E,SAASC,OAAO,EAAEC,OAAO,EAAEC,sBAAsB,QAAQ,uBAAsB;AAC/E,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC/D,SAAyBC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7D,SAASC,0BAA0B,QAAQ,4CAAwC;AACnF,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,iBAAiB,QAAQ,mCAA+B;AAGjE,SAASC,oBAAoB,QAAQ,wBAAoB;AACzD,SACEC,2BAA2B,EAC3BC,yBAAyB,QACpB,6BAAyB;AAEhC,SAASC,WAAW,QAAQ,+BAA2B;AACvD,OAAOC,uBAAuB,2BAAuB;AACrD,SAASC,wBAAwB,QAAQ,8BAA0B;AACnE,SAASC,aAAa,EAAEC,YAAY,QAAQ,wBAAoB;AAChE,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,SAAS,QAAQ,mBAAe;AAgBzC,8CAA8C,GAC9C,SAASC,cAAcC,OAA8C;IACnE,IAAI,CAACA,SAAS,OAAO;IACrB,OAAO;QACLA,QAAQC,KAAK;QACbD,QAAQE,KAAK;QACb;YAACF,QAAQG,IAAI;YAAEH,QAAQI,KAAK;SAAC,CAACC,MAAM,CAACC,SAASC,IAAI,CAAC;QACnDP,QAAQQ,UAAU;QAClBR,QAAQS,OAAO;KAChB,CACEC,GAAG,CAAC,CAACC,OAASC,OAAOD,eAAAA,OAAQ,IAAIE,IAAI,IACrCR,MAAM,CAACC,SACPC,IAAI,CAAC;AACV;AAEA;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASO,sBAAsBC,KAAiC;QAkI1CC,eA4FgBA,eAEEA;IA/N7C,MAAM,EACJA,OAAO,EACPC,IAAI,EACJC,MAAM,EACNC,GAAG,EACHC,QAAQ,EACRC,OAAO,EACPC,MAAM,EACNC,SAAS,EACV,GAAGR;IACJ,MAAM,EAAES,KAAK,EAAE,GAAGJ;IAClB,MAAMK,UAAU3B,UAAUoB;IAC1B,MAAM,EAAEQ,OAAO,EAAE,GAAGjD;IACpB,MAAM,EAAEkD,eAAe,EAAE,GAAGjD;IAC5B,uEAAuE;IACvE,yEAAyE;IACzE,yEAAyE;IACzE,6CAA6C;IAC7C,MAAMkD,cAAc1C,qBAAqBgC;IACzC,MAAM,CAACW,SAASC,WAAW,GAAG9C,SAAS;IACvC,MAAM,CAAC+C,UAAUC,YAAY,GAAGhD,SAAS;IACzC,oEAAoE;IACpE,2DAA2D;IAC3D,MAAMiD,SAAShD,2BAA2BmC,SAASc,KAAK,EAAE;IAE1D,MAAMC,eAAepD,YAAY;YAEXiC;QADpB,IAAI,CAACQ,SAASO,UAAU;QACxB,MAAMK,OAAOxB,QAAOI,gBAAAA,QAAQoB,IAAI,YAAZpB,gBAAgBA,QAAQqB,GAAG;QAC/C,MAAMC,WAAW,MAAMZ,QAAQ;YAC7Ba,OAAO;YACPC,aACE,CAAC,CAAC,EAAEJ,KAAK,oDAAoD,CAAC,GAC9D,gEACA;YACFK,kBAAkB;YAClBC,yBAAyB;gBAAEC,OAAO;YAAQ;QAC5C,EACE,oEAAoE;QACpE,6DAA6D;SAC5DC,IAAI,CAAC,IAAM,MACXC,KAAK,CAAC,IAAM;QACf,IAAI,CAACP,UAAU;QACfN,YAAY;QACZ,IAAI;YACF,MAAMc,UAAU,MAAMxD,0BAA0BmC,SAAST,QAAQqB,GAAG;YACpE,IAAI,CAACS,QAAQC,OAAO,EAAE;gBACpBpB,gBACE,GAAGvC,qBAAqB4D,cAAc,GAAG,wBAAwB,CAAC,GAChE,CAAC,MAAM,EAAEZ,KAAK,4CAA4C,CAAC,EAC7D;oBAAEa,SAAS;gBAAU;gBAEvB;YACF;YACA,iEAAiE;YACjE,mEAAmE;YACnE,YAAY;YACZrB,YAAY,mBAAmB;gBAAEsB,MAAM;gBAAWC,IAAInC,QAAQqB,GAAG;gBAAED;YAAK;YACxET,gBACEmB,QAAQM,QAAQ,GACZ,CAAC,kCAAkC,EAAEN,QAAQM,QAAQ,CAACJ,cAAc,GAAG,CAAC,CAAC,GACvE,CAAC,OAAO,EAAEF,QAAQM,QAAQ,KAAK,IAAI,KAAK,KAAK,GAC/C,mBACJ;gBAAEH,SAAS;gBAAWI,SAAS;YAAM;YAEvC9B;QACF,EAAE,OAAO+B,OAAO;YACdC,QAAQD,KAAK,CAACA;YACd3B,gBAAgBtC,4BAA4BiE,QAAQ;gBAClDL,SAAS;gBACTO,gBAAgB;YAClB;QACF,SAAU;YACRxB,YAAY;QACd;IACF,GAAG;QAACR;QAAOO;QAAUf;QAASU;QAASD;QAASG;QAAaD;QAAiBJ;KAAU;IAExF,mEAAmE;IACnE,MAAMkC,WAAWzC,QAAQ0C,eAAe,IAAI;IAC5C,MAAMC,aAAaxE,kBAAkB;QACnC+C,OAAOd,SAASc,KAAK;QACrB0B,SAAS;QACTC,SAASJ,WAAW;YAAC;gBAAEK,MAAM;gBAAWX,IAAIM;YAAS;SAAE,GAAG,EAAE;IAC9D;IACA;;;;;GAKC,GACD,MAAMM,OAAmD;QACvD;YACEC,OAAO;YACPC,OAAOR,yBACL,KAAClF;gBAAQ2F,MAAM5C,OAAON,OAAO,CAACyC;0BAC3BE,WAAW,WAAWF,aAAa;iBAEpC;QACN;QACA;YACEO,OAAO;YACPC,OAAOjD,QAAQmD,OAAO,iBACpB,KAACvF;gBAAKsF,MAAMlD,QAAQmD,OAAO;gBAAEC,QAAO;gBAASC,KAAI;0BAC9C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package/src/lib/components/contact-detail-page.js

@@ -346,7 +346,9 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                                 link: {
                                     contactId: id
                                 },
-                                phone: record.phone,
+                                // The main number, or the mobile when that is all there is (AGL-3515).
+                                phone: record.phone || record.mobilePhone,
+                                doNotCall: record.doNotCall,
                                 suiteLocked: !suiteIncluded
                             }),
                             /*#__PURE__*/ _jsx(CrmSendEmailButton, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  pluginRecordByEmailHref,\n  pluginRecordHref,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useContactRemove } from '../hooks/use-contact-remove'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useSiteRouteContext } from './use-site-route-context'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contacts', {\n  anchor: '#the-contacts-page',\n  excerpt:\n    \"One person's record: the profile your team keeps on them, where they \" +\n    'came from, what they are filed under, and what the site recorded.',\n})\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile, with the org's custom fields under it),\n * the relationship (sources, attribution, consent, campaign filing) and the\n * timeline. Other CRM sections add a card here by inserting one import and\n * one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it. `crm/contact-remove` decides which against the stored\n * document and keeps any marketing refusal the person gave (AGL-3338); the\n * rules refuse a client the write. Not the erasure path: a privacy erasure\n * removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address, at the address the plugin that keeps orders\n   * publishes. The count on the header is the number; the list is the rows.\n   * Built from the route params already in the URL, so no document is read\n   * to draw a link, and absent off a site — the org-level mount has no\n   * orders list to point at — and where no plugin keeps orders.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? pluginRecordByEmailHref(\n          'order',\n          { orgSlug: String(params.orgSlug), host: String(params.host) },\n          record.email,\n        )\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? pluginRecordByEmailHref(\n          'booking',\n          { orgSlug: String(params.orgSlug), host: siteSlug },\n          record.email,\n        )\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * (AGL-2616), at the address the plugin that keeps messages publishes as\n   * `emailMessage` (AGL-3080). Only a campaign THIS site sent can be\n   * addressed — a sibling site in the same consent group has pages of its\n   * own under a subdomain this page does not know — so the builder answers\n   * `null` for those, and where nothing publishes the kind, and the entry\n   * draws unlinked.\n   */\n  const siteRoute = useSiteRouteContext()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      siteRoute && email.hostId === hostId\n        ? pluginRecordHref('emailMessage', siteRoute, email.campaignId)\n        : null,\n    [siteRoute, hostId],\n  )\n\n  const contactRemove = useContactRemove(hostId)\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      // The route decides against the stored document, keeps any refusal,\n      // and restamps what the Contacts list filters by (AGL-3338).\n      const removed = await contactRemove.removeOne(id)\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        removed === 'deleted'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    contactRemove,\n    enqueueSnackbar,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                phone={record.phone}\n                suiteLocked={!suiteIncluded}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              {/* Seen here only through a share (AGL-3336): who shared it. */}\n              <CrmShareChipView chip={crmShareChipFor(row, viewingGroup?.hostIds ?? [])} org={org} />\n              {/* The mail gateway in front of the address (AGL-3328). */}\n              <CrmEmailGatewayChip\n                hostId={siteHostId}\n                email={record.email}\n                emailState={record.emailState}\n                enabled={suiteIncluded}\n              />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage]\n                    : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Owner\"\n                value={record.ownerUid ? members.memberName(record.ownerUid) : undefined}\n              />\n              {/*\n                The last time they opened or clicked one of this site's\n                campaigns (AGL-2616) — the relationship's pulse, beside the\n                owner who keeps it.\n              */}\n              <CrmRecordChip\n                label=\"Last engaged\"\n                value={\n                  record.lastEmailEngagementAtMs ? (\n                    <Tooltip title={new Date(record.lastEmailEngagementAtMs).toLocaleString()}>\n                      <span>\n                        {Aglyn.activityTimeLabel(record.lastEmailEngagementAtMs, Date.now())}\n                      </span>\n                    </Tooltip>\n                  ) : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Orders\"\n                value={\n                  record.ordersCount > 0 ? (\n                    ordersHref ? (\n                      <AppLink href={ordersHref} color=\"inherit\" underline=\"hover\">\n                        {`${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`}\n                      </AppLink>\n                    ) : (\n                      `${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`\n                    )\n                  ) : undefined\n                }\n              />\n            </>\n          ) : null\n        }\n      >\n        {erase.banner}\n      </CrmRecordHeader>\n      {record && row && scope ? (\n        <>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Working this contact — the owner, stage and company, tasks, ' +\n                'deals, files and custom fields, logging a call or an activity, ' +\n                'one-to-one email and merging duplicates — is part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The cross-site fact, at the organization level only (AGL-2630):\n            which sites know this person, and their consent for each. Under\n            a site the page IS one site's view and the card would say so on\n            every record.\n          */}\n          {/* What an assistant proposes about the person (AGL-2917), where the plan works a contact. */}\n          {suiteIncluded ? (\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"contact\"\n              recordId={id}\n              name={record.name || record.email}\n              taskLink={{ contactId: id }}\n            />\n          ) : null}\n          {mount ? <ContactKnownByCard row={row} contactId={id} org={org} /> : null}\n          {/* Where the person is visible and why, and a manager's share (AGL-3336). */}\n          <RecordSharingCard\n            object=\"contacts\"\n            id={id}\n            record={row}\n            hostId={hostId ?? null}\n            orgId={orgId}\n            org={org}\n            viewingHostIds={viewingGroup?.hostIds}\n          />\n          <ContactPropertiesCard\n            hostId={hostId}\n            org={org}\n            record={record}\n            orgId={orgId}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            members={members}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactAssociationsCard\n            hostId={siteHostId}\n            record={record}\n            row={row}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            basePath={basePath}\n            bookingsHref={bookingsHref}\n          />\n          <ContactTimelineCard\n            hostId={hostId}\n            org={org}\n            contactId={id}\n            contact={row}\n            campaignHref={campaignHref}\n            suiteLocked={!suiteIncluded}\n          />\n          {/*\n            On a plan without the CRM, the cards that only work a record —\n            deals, tasks, files — are named in the notice above rather than\n            drawn as upsells in a row.\n          */}\n          {suiteIncluded ? (\n            <>\n              <ContactDealsCard\n                hostId={hostId}\n                org={org}\n                basePath={basePath}\n                contactId={id}\n                contactName={record.name || record.email}\n              />\n              <RecordTasksCard hostId={hostId} org={org} basePath={basePath} contactId={id} />\n              {/*\n                The files are the VIEWING holder's, like everything else on this\n                page: the write is a facet path, so a contract one brand filed\n                never appears on a sibling brand's copy of the person.\n              */}\n              <RecordFilesCard\n                scope={scope}\n                collection=\"contacts\"\n                recordId={id}\n                hostId={hostId}\n                facetGroupId={consentGroup.groupId}\n                mediaIds={record.mediaIds}\n                topic=\"contactRecord\"\n              />\n            </>\n          ) : null}\n          <ContactDuplicatesCard\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            basePath={basePath}\n            onMerge={(candidate) => merge.open({ other: candidate, keep: 'current' })}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactMergeDialog\n            {...merge.state}\n            onClose={merge.close}\n            hostId={siteHostId}\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            memberName={members.memberName}\n            // The page's own record was folded away: its address now opens\n            // the survivor, which is where the reader is taken.\n            onMerged={(survivorId) => {\n              if (survivorId !== id) router.replace(routes.contact(survivorId))\n            }}\n          />\n        </>\n      ) : null}\n      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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  pluginRecordByEmailHref,\n  pluginRecordHref,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useContactRemove } from '../hooks/use-contact-remove'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useSiteRouteContext } from './use-site-route-context'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contacts', {\n  anchor: '#the-contacts-page',\n  excerpt:\n    \"One person's record: the profile your team keeps on them, where they \" +\n    'came from, what they are filed under, and what the site recorded.',\n})\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile, with the org's custom fields under it),\n * the relationship (sources, attribution, consent, campaign filing) and the\n * timeline. Other CRM sections add a card here by inserting one import and\n * one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it. `crm/contact-remove` decides which against the stored\n * document and keeps any marketing refusal the person gave (AGL-3338); the\n * rules refuse a client the write. Not the erasure path: a privacy erasure\n * removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address, at the address the plugin that keeps orders\n   * publishes. The count on the header is the number; the list is the rows.\n   * Built from the route params already in the URL, so no document is read\n   * to draw a link, and absent off a site — the org-level mount has no\n   * orders list to point at — and where no plugin keeps orders.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? pluginRecordByEmailHref(\n          'order',\n          { orgSlug: String(params.orgSlug), host: String(params.host) },\n          record.email,\n        )\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? pluginRecordByEmailHref(\n          'booking',\n          { orgSlug: String(params.orgSlug), host: siteSlug },\n          record.email,\n        )\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * (AGL-2616), at the address the plugin that keeps messages publishes as\n   * `emailMessage` (AGL-3080). Only a campaign THIS site sent can be\n   * addressed — a sibling site in the same consent group has pages of its\n   * own under a subdomain this page does not know — so the builder answers\n   * `null` for those, and where nothing publishes the kind, and the entry\n   * draws unlinked.\n   */\n  const siteRoute = useSiteRouteContext()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      siteRoute && email.hostId === hostId\n        ? pluginRecordHref('emailMessage', siteRoute, email.campaignId)\n        : null,\n    [siteRoute, hostId],\n  )\n\n  const contactRemove = useContactRemove(hostId)\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      // The route decides against the stored document, keeps any refusal,\n      // and restamps what the Contacts list filters by (AGL-3338).\n      const removed = await contactRemove.removeOne(id)\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        removed === 'deleted'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    contactRemove,\n    enqueueSnackbar,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                // The main number, or the mobile when that is all there is (AGL-3515).\n                phone={record.phone || record.mobilePhone}\n                doNotCall={record.doNotCall}\n                suiteLocked={!suiteIncluded}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              {/* Seen here only through a share (AGL-3336): who shared it. */}\n              <CrmShareChipView chip={crmShareChipFor(row, viewingGroup?.hostIds ?? [])} org={org} />\n              {/* The mail gateway in front of the address (AGL-3328). */}\n              <CrmEmailGatewayChip\n                hostId={siteHostId}\n                email={record.email}\n                emailState={record.emailState}\n                enabled={suiteIncluded}\n              />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage]\n                    : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Owner\"\n                value={record.ownerUid ? members.memberName(record.ownerUid) : undefined}\n              />\n              {/*\n                The last time they opened or clicked one of this site's\n                campaigns (AGL-2616) — the relationship's pulse, beside the\n                owner who keeps it.\n              */}\n              <CrmRecordChip\n                label=\"Last engaged\"\n                value={\n                  record.lastEmailEngagementAtMs ? (\n                    <Tooltip title={new Date(record.lastEmailEngagementAtMs).toLocaleString()}>\n                      <span>\n                        {Aglyn.activityTimeLabel(record.lastEmailEngagementAtMs, Date.now())}\n                      </span>\n                    </Tooltip>\n                  ) : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Orders\"\n                value={\n                  record.ordersCount > 0 ? (\n                    ordersHref ? (\n                      <AppLink href={ordersHref} color=\"inherit\" underline=\"hover\">\n                        {`${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`}\n                      </AppLink>\n                    ) : (\n                      `${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`\n                    )\n                  ) : undefined\n                }\n              />\n            </>\n          ) : null\n        }\n      >\n        {erase.banner}\n      </CrmRecordHeader>\n      {record && row && scope ? (\n        <>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Working this contact — the owner, stage and company, tasks, ' +\n                'deals, files and custom fields, logging a call or an activity, ' +\n                'one-to-one email and merging duplicates — is part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The cross-site fact, at the organization level only (AGL-2630):\n            which sites know this person, and their consent for each. Under\n            a site the page IS one site's view and the card would say so on\n            every record.\n          */}\n          {/* What an assistant proposes about the person (AGL-2917), where the plan works a contact. */}\n          {suiteIncluded ? (\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"contact\"\n              recordId={id}\n              name={record.name || record.email}\n              taskLink={{ contactId: id }}\n            />\n          ) : null}\n          {mount ? <ContactKnownByCard row={row} contactId={id} org={org} /> : null}\n          {/* Where the person is visible and why, and a manager's share (AGL-3336). */}\n          <RecordSharingCard\n            object=\"contacts\"\n            id={id}\n            record={row}\n            hostId={hostId ?? null}\n            orgId={orgId}\n            org={org}\n            viewingHostIds={viewingGroup?.hostIds}\n          />\n          <ContactPropertiesCard\n            hostId={hostId}\n            org={org}\n            record={record}\n            orgId={orgId}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            members={members}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactAssociationsCard\n            hostId={siteHostId}\n            record={record}\n            row={row}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            basePath={basePath}\n            bookingsHref={bookingsHref}\n          />\n          <ContactTimelineCard\n            hostId={hostId}\n            org={org}\n            contactId={id}\n            contact={row}\n            campaignHref={campaignHref}\n            suiteLocked={!suiteIncluded}\n          />\n          {/*\n            On a plan without the CRM, the cards that only work a record —\n            deals, tasks, files — are named in the notice above rather than\n            drawn as upsells in a row.\n          */}\n          {suiteIncluded ? (\n            <>\n              <ContactDealsCard\n                hostId={hostId}\n                org={org}\n                basePath={basePath}\n                contactId={id}\n                contactName={record.name || record.email}\n              />\n              <RecordTasksCard hostId={hostId} org={org} basePath={basePath} contactId={id} />\n              {/*\n                The files are the VIEWING holder's, like everything else on this\n                page: the write is a facet path, so a contract one brand filed\n                never appears on a sibling brand's copy of the person.\n              */}\n              <RecordFilesCard\n                scope={scope}\n                collection=\"contacts\"\n                recordId={id}\n                hostId={hostId}\n                facetGroupId={consentGroup.groupId}\n                mediaIds={record.mediaIds}\n                topic=\"contactRecord\"\n              />\n            </>\n          ) : null}\n          <ContactDuplicatesCard\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            basePath={basePath}\n            onMerge={(candidate) => merge.open({ other: candidate, keep: 'current' })}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactMergeDialog\n            {...merge.state}\n            onClose={merge.close}\n            hostId={siteHostId}\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            memberName={members.memberName}\n            // The page's own record was folded away: its address now opens\n            // the survivor, which is where the reader is taken.\n            onMerged={(survivorId) => {\n              if (survivorId !== id) router.replace(routes.contact(survivorId))\n            }}\n          />\n        </>\n      ) : null}\n      {erase.dialog}\n    </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nContactDetailPage.displayName = 'ContactDetailPage'\n\nexport default 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package/src/lib/components/contact-merge-dialog.js

@@ -16,14 +16,15 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { contactDisplayName, nameSearchKey, normalizeContactEmail } from "@aglyn/aglyn";
+import { contactDisplayName, nameSearchKey, normalizeContactEmail, readContactFacet } from "@aglyn/aglyn";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
 import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
 import { contactMergePreview } from "../model/contact-merge.js";
+import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
 import { Alert, Button, Dialog, DialogActions, DialogContent, DialogTitle, FormControl, FormControlLabel, FormLabel, List, ListItemButton, ListItemText, Radio, RadioGroup, Stack, TableBody, TableCell, TableHead, TableRow, TextField, Typography } from "@mui/material";
 import { collection, endAt, getDocs, limit, orderBy, query, startAt, where } from "firebase/firestore";
-import { useCallback, useEffect, useMemo, useState } from "react";
+import { useCallback, useEffect, useState } from "react";
 import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
 import { useCrmApi } from "./use-crm-api.js";
@@ -153,14 +154,36 @@ const label = (pick, groupId)=>{
     ]);
     const survivor = keep === 'current' ? current : other;
     const merged = keep === 'current' ? other : current;
-    const rows = useMemo(()=>survivor && merged ? contactMergePreview(survivor.doc, merged.doc, groupId, {
-            memberName
-        }) : [], [
+    /*
+   * The managers the two records name, by name (AGL-3537): read through the
+   * viewing holder, as the preview reads every other field.
+   */ const managerIds = [
         survivor,
-        merged,
-        groupId,
-        memberName
-    ]);
+        merged
+    ].flatMap((pick)=>{
+        const id = pick ? readContactFacet(pick.doc, groupId).reportsToContactId : null;
+        return id ? [
+            {
+                kind: 'contact',
+                id
+            }
+        ] : [];
+    });
+    const nameOf = useCrmRecordNames({
+        orgId: scope[1],
+        groupId: groupId || null,
+        records: managerIds
+    });
+    // Built each render, so a name that lands is a name the preview shows.
+    const rows = survivor && merged ? contactMergePreview(survivor.doc, merged.doc, groupId, {
+        memberName,
+        // The rule the write applies to a reports-to (AGL-3537).
+        ids: {
+            survivorId: survivor.id,
+            mergedId: merged.id
+        },
+        contactName: (id)=>nameOf('contact', id) || id
+    }) : [];
     const submit = useCallback(async ()=>{
         if (!survivor || !merged || busy || !canMerge) return;
         setBusy(true);
@@ -305,7 +328,7 @@ const label = (pick, groupId)=>{
                                 /*#__PURE__*/ _jsx(Typography, {
                                     variant: "body2",
                                     color: "text.secondary",
-                                    children: 'The kept record keeps every value it has; empty fields fill from the ' + 'other record. Tags, filings and the timeline are combined, and the ' + "other record's deals, tasks, activities and leads move across. Its " + 'address becomes an alternate on the kept record, so a later capture ' + 'on it lands here — and the other record is deleted.'
+                                    children: 'The kept record keeps every value it has; empty fields fill from the ' + 'other record. Tags, filings and the timeline are combined, and the ' + "other record's deals, tasks, activities and leads move across. " + 'Contacts that report to the other record report to the kept one, and ' + 'a reports-to naming either record becomes nobody. Its ' + 'address becomes an alternate on the kept record, so a later capture ' + 'on it lands here — and the other record is deleted.'
                                 }),
                                 /*#__PURE__*/ _jsxs(ScrollTable, {
                                     size: "small",