@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.223

package/src/lib/model/companies.js

@@ -25,7 +25,8 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * holds, what it is stored as, and the company an address suggests — each
  * rule once, as a function of the document and nothing else, so a spec can
  * pin it without mounting a card.
- */ import { CONTACT_COMPANY_IDS_FIELD, companyDomainForEmail, isBlankAddress, nameSearchFields, normalizeAddress, normalizeCompanyDomain, normalizeCompanyWebsite, normalizePhone } from "@aglyn/aglyn";
+ */ import { CONTACT_COMPANY_IDS_FIELD, CRM_COMPANY_EMPLOYEES_MAX, CRM_COMPANY_PICKLIST_FIELDS, companyDomainForEmail, isBlankAddress, judgeCrmCompanyPicklists, nameSearchFields, normalizeAddress, normalizeCompanyDomain, normalizeCompanyWebsite, normalizePhone, readCrmCompanyAccountFields } from "@aglyn/aglyn";
+import { amountInputValue, DEFAULT_DEAL_CURRENCY, parseAmountInput } from "./deal-board-model.js";
 /*
  * The mirror field lives with the planner in `@aglyn/aglyn` now, because the
  * server doors that link on capture read it too; it is re-exported here so
@@ -56,12 +57,37 @@ export const EMPTY_COMPANY_DRAFT = {
     domain: '',
     website: '',
     phone: '',
+    type: '',
     industry: '',
+    rating: '',
+    ownership: '',
+    accountSource: '',
     ownerUid: '',
     address: {},
+    shippingAddress: {},
+    annualRevenue: '',
+    currency: DEFAULT_DEAL_CURRENCY,
+    numberOfEmployees: '',
+    fax: '',
+    accountNumber: '',
+    site: '',
+    tickerSymbol: '',
+    sicCode: '',
+    parentCompanyId: '',
     tags: '',
     notes: ''
 };
+/** How each account field is named in a refusal the drawer shows. */ const ACCOUNT_FIELD_LABELS = {
+    annualRevenueCents: 'Annual revenue',
+    currency: 'The currency',
+    numberOfEmployees: 'Employees',
+    fax: 'The fax number',
+    accountNumber: 'The account number',
+    site: 'The account site',
+    tickerSymbol: 'The ticker symbol',
+    sicCode: 'The SIC code',
+    shippingAddress: 'The shipping address'
+};
 /** The drawer's cap on a company's tags — a contact's, so the two agree. */ export const COMPANY_TAGS_MAX = 20;
 /**
  * A typed tag list as the document stores one: split on `,` or `|`,
@@ -74,20 +100,41 @@ export const EMPTY_COMPANY_DRAFT = {
     ].slice(0, COMPANY_TAGS_MAX);
 }
 /** A stored company, as the form should start from it. */ export function companyDraftFrom(company) {
-    var _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _ref6, _ref7, _ref8;
+    var _ref, _ref1, _ref2;
+    const text = (value)=>value === null || value === undefined ? '' : String(value);
     return {
-        name: String((_ref = company == null ? void 0 : company.name) != null ? _ref : ''),
-        domain: String((_ref1 = company == null ? void 0 : company.domain) != null ? _ref1 : ''),
-        website: String((_ref2 = company == null ? void 0 : company.website) != null ? _ref2 : ''),
-        phone: String((_ref3 = company == null ? void 0 : company.phone) != null ? _ref3 : ''),
-        industry: String((_ref4 = company == null ? void 0 : company.industry) != null ? _ref4 : ''),
-        ownerUid: String((_ref5 = company == null ? void 0 : company.ownerUid) != null ? _ref5 : ''),
-        address: _extends({}, (_ref6 = company == null ? void 0 : company.address) != null ? _ref6 : {}),
-        tags: ((_ref7 = company == null ? void 0 : company.tags) != null ? _ref7 : []).join(', '),
-        notes: String((_ref8 = company == null ? void 0 : company.notes) != null ? _ref8 : '')
+        name: text(company == null ? void 0 : company.name),
+        domain: text(company == null ? void 0 : company.domain),
+        website: text(company == null ? void 0 : company.website),
+        phone: text(company == null ? void 0 : company.phone),
+        type: text(company == null ? void 0 : company.type),
+        industry: text(company == null ? void 0 : company.industry),
+        rating: text(company == null ? void 0 : company.rating),
+        ownership: text(company == null ? void 0 : company.ownership),
+        accountSource: text(company == null ? void 0 : company.accountSource),
+        ownerUid: text(company == null ? void 0 : company.ownerUid),
+        address: _extends({}, (_ref = company == null ? void 0 : company.address) != null ? _ref : {}),
+        shippingAddress: _extends({}, (_ref1 = company == null ? void 0 : company.shippingAddress) != null ? _ref1 : {}),
+        annualRevenue: amountInputValue(company == null ? void 0 : company.annualRevenueCents),
+        currency: text(company == null ? void 0 : company.currency).toLowerCase() || DEFAULT_DEAL_CURRENCY,
+        numberOfEmployees: typeof (company == null ? void 0 : company.numberOfEmployees) === 'number' ? String(company.numberOfEmployees) : '',
+        fax: text(company == null ? void 0 : company.fax),
+        accountNumber: text(company == null ? void 0 : company.accountNumber),
+        site: text(company == null ? void 0 : company.site),
+        tickerSymbol: text(company == null ? void 0 : company.tickerSymbol),
+        sicCode: text(company == null ? void 0 : company.sicCode),
+        parentCompanyId: text(company == null ? void 0 : company.parentCompanyId),
+        tags: ((_ref2 = company == null ? void 0 : company.tags) != null ? _ref2 : []).join(', '),
+        notes: text(company == null ? void 0 : company.notes)
     };
 }
-const INDUSTRY_MAX = 80;
+/** A typed head count, as the whole number stored, `null` for blank, `undefined` for unreadable. */ function parseEmployees(input) {
+    const cleaned = input.replace(/[\s,]/g, '');
+    if (!cleaned) return null;
+    if (!/^\d+$/.test(cleaned)) return undefined;
+    const value = Number(cleaned);
+    return value <= CRM_COMPANY_EMPLOYEES_MAX ? value : undefined;
+}
 const NOTES_MAX = 4000;
 /**
  * The document a draft becomes — normalized, keyed for search, and refused
@@ -99,7 +146,10 @@ const NOTES_MAX = 4000;
  * the one required field, and it is spread through `nameSearchFields` so the
  * list's name filter — a range over `nameLower` — can find the record; a
  * company written without those keys still lists and cannot be searched.
- */ export function companyDraftFields(draft) {
+ */ export function companyDraftFields(draft, picklists = {
+    lists: {}
+}) {
+    var _picklists_current;
     const name = draft.name.trim().replace(/\s+/g, ' ');
     if (!name) return {
         ok: false,
@@ -142,9 +192,26 @@ const NOTES_MAX = 4000;
     } else {
         cleared.push('phone');
     }
-    const industry = draft.industry.trim().slice(0, INDUSTRY_MAX);
-    if (industry) set['industry'] = industry;
-    else cleared.push('industry');
+    /*
+   * THE PICKLISTS (AGL-3514): each a label of the org's list, or the value
+   * the company already holds — an industry typed before Industry was a
+   * picklist stays until it is changed.
+   */ const judged = judgeCrmCompanyPicklists(picklists.lists, Object.fromEntries(CRM_COMPANY_PICKLIST_FIELDS.map(({ field })=>[
+            field,
+            draft[field]
+        ])), {
+        current: (_picklists_current = picklists.current) != null ? _picklists_current : {}
+    });
+    const picklistError = Object.values(judged.errors)[0];
+    if (picklistError) return {
+        ok: false,
+        error: picklistError
+    };
+    for (const { field } of CRM_COMPANY_PICKLIST_FIELDS){
+        const value = judged.values[field];
+        if (value) set[field] = value;
+        else cleared.push(field);
+    }
     const ownerUid = draft.ownerUid.trim();
     if (ownerUid) set['ownerUid'] = ownerUid;
     else cleared.push('ownerUid');
@@ -152,6 +219,56 @@ const NOTES_MAX = 4000;
     // an edit that clears it does not need a delete: `normalizeAddress`
     // already answers `null` for a form with nothing in it.
     set['address'] = isBlankAddress(draft.address) ? null : normalizeAddress(draft.address);
+    /*
+   * THE ACCOUNT FIELDS (AGL-3514), through the reader every door uses. The
+   * revenue is typed in the currency's major unit and stored in its minor
+   * one, with the currency beside it; without a revenue there is nothing
+   * for a currency to describe.
+   */ const revenueText = draft.annualRevenue.trim();
+    const revenue = revenueText ? parseAmountInput(revenueText) : null;
+    if (revenueText && revenue === null) {
+        return {
+            ok: false,
+            error: 'The annual revenue is not an amount.'
+        };
+    }
+    const employees = parseEmployees(draft.numberOfEmployees);
+    if (employees === undefined) {
+        return {
+            ok: false,
+            error: `Employees must be a whole number from 0 to ${CRM_COMPANY_EMPLOYEES_MAX.toLocaleString()}.`
+        };
+    }
+    const account = readCrmCompanyAccountFields({
+        annualRevenueCents: revenue,
+        currency: revenue === null ? null : draft.currency,
+        numberOfEmployees: employees,
+        fax: draft.fax,
+        accountNumber: draft.accountNumber,
+        site: draft.site,
+        tickerSymbol: draft.tickerSymbol,
+        sicCode: draft.sicCode,
+        shippingAddress: isBlankAddress(draft.shippingAddress) ? null : draft.shippingAddress
+    });
+    const [failed] = Object.entries(account.errors);
+    if (failed) {
+        var _ACCOUNT_FIELD_LABELS_field;
+        const [field, message] = failed;
+        return {
+            ok: false,
+            error: `${(_ACCOUNT_FIELD_LABELS_field = ACCOUNT_FIELD_LABELS[field]) != null ? _ACCOUNT_FIELD_LABELS_field : field} ${message.charAt(0).toLowerCase()}${message.slice(1)}.`
+        };
+    }
+    for (const [field, value] of Object.entries(account.values)){
+        // The shipping address is nullable like the billing one; the rest are
+        // absent when blank, so an edit deletes them.
+        if (field === 'shippingAddress') set[field] = value != null ? value : null;
+        else if (value === null || value === undefined) cleared.push(field);
+        else set[field] = value;
+    }
+    const parentCompanyId = draft.parentCompanyId.trim();
+    if (parentCompanyId) set['parentCompanyId'] = parentCompanyId;
+    else cleared.push('parentCompanyId');
     const tags = normalizeCompanyTags(draft.tags);
     if (tags.length) set['tags'] = tags;
     else cleared.push('tags');

package/src/lib/model/companies.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/companies.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * Companies (AGL-2597): the rules every surface that writes a company, or\n * suggests one for a contact, has to agree on.\n *\n * A contact's link to a company is the server's to write (AGL-2804): the\n * link lives in a holder's facet, `crm/contact-update` plans it with\n * `planContactCompanyLink`, and `crm/company-delete` unlinks a company being\n * deleted. What stays here is the company's own document — the draft a form\n * holds, what it is stored as, and the company an address suggests — each\n * rule once, as a function of the document and nothing else, so a spec can\n * pin it without mounting a card.\n */\n\nimport {\n  type AglynPostalAddress,\n  CONTACT_COMPANY_IDS_FIELD,\n  type CrmCompany,\n  companyDomainForEmail,\n  isBlankAddress,\n  nameSearchFields,\n  normalizeAddress,\n  normalizeCompanyDomain,\n  normalizeCompanyWebsite,\n  normalizePhone,\n} from '@aglyn/aglyn'\n\n/*\n * The mirror field lives with the planner in `@aglyn/aglyn` now, because the\n * server doors that link on capture read it too; it is re-exported here so\n * the surfaces that always imported it from this module keep one name.\n */\nexport { CONTACT_COMPANY_IDS_FIELD }\n\n/*\n * The delete pass's bound lives with `crm/company-delete`'s contract, which\n * the route and the console both import; re-exported here for the surfaces\n * that say it.\n */\nexport { COMPANY_DETACH_LIMIT } from './company-delete-route'\n\n/** One company as a picker or a suggestion needs it. */\nexport interface CompanyOption {\n  id: string\n  name: string\n  domain?: string | null\n}\n\n/**\n * The company a contact's email address implies, from a list the caller\n * already holds, or `null`.\n *\n * `companyDomainForEmail` already refuses the public mailbox providers, so\n * `jane@gmail.com` suggests nothing rather than whichever company somebody\n * once filed under \"gmail.com\". The match is on the normalized domain both\n * sides store, so `www.acme.com` on the company and `jane@ACME.com` on the\n * contact still meet.\n */\nexport function suggestCompanyForEmail(\n  email: unknown,\n  companies: readonly CompanyOption[],\n): CompanyOption | null {\n  const domain = companyDomainForEmail(email)\n  if (!domain) return null\n  return companies.find((company) => company.domain === domain) ?? null\n}\n\n/** What the form holds — every field as text, the address as its parts. */\nexport interface CompanyDraft {\n  name: string\n  domain: string\n  website: string\n  phone: string\n  industry: string\n  ownerUid: string\n  address: AglynPostalAddress\n  /** Comma-separated as typed; stored as the list `companyDraftFields` reads. */\n  tags: string\n  notes: string\n}\n\nexport const EMPTY_COMPANY_DRAFT: CompanyDraft = {\n  name: '',\n  domain: '',\n  website: '',\n  phone: '',\n  industry: '',\n  ownerUid: '',\n  address: {},\n  tags: '',\n  notes: '',\n}\n\n/** The drawer's cap on a company's tags — a contact's, so the two agree. */\nexport const COMPANY_TAGS_MAX = 20\n\n/**\n * A typed tag list as the document stores one: split on `,` or `|`,\n * lowercased and trimmed, deduplicated, capped — the same shape a contact's\n * tags take, so the bulk bar's \"Add tag\" over companies and the drawer's\n * field write one kind of value.\n */\nexport function normalizeCompanyTags(input: string): string[] {\n  return [\n    ...new Set(\n      String(input ?? '')\n        .split(/[|,]/)\n        .map((tag) => tag.trim().toLowerCase().slice(0, 60))\n        .filter(Boolean),\n    ),\n  ].slice(0, COMPANY_TAGS_MAX)\n}\n\n/** A stored company, as the form should start from it. */\nexport function companyDraftFrom(\n  company: Partial<CrmCompany> | null | undefined,\n): CompanyDraft {\n  return {\n    name: String(company?.name ?? ''),\n    domain: String(company?.domain ?? ''),\n    website: String(company?.website ?? ''),\n    phone: String(company?.phone ?? ''),\n    industry: String(company?.industry ?? ''),\n    ownerUid: String(company?.ownerUid ?? ''),\n    address: { ...(company?.address ?? {}) },\n    tags: (company?.tags ?? []).join(', '),\n    notes: String(company?.notes ?? ''),\n  }\n}\n\nexport type CompanyDraftResult =\n  | {\n      ok: true\n      /** Fields with a value, ready to `setDoc` or `updateDoc`. */\n      set: Record<string, unknown>\n      /**\n       * Optional fields the draft left blank. A create omits them; an edit\n       * has to DELETE them, or clearing the domain would leave the old one\n       * stored and still matching contacts by email.\n       */\n      cleared: string[]\n    }\n  | { ok: false; error: string }\n\nconst INDUSTRY_MAX = 80\nconst NOTES_MAX = 4000\n\n/**\n * The document a draft becomes — normalized, keyed for search, and refused\n * as a whole when one field cannot be stored honestly.\n *\n * Refused rather than silently dropped: a domain typed as `acme` is not a\n * domain, and storing nothing while the form said something is how a company\n * comes to match no contact by email with no indication why. The name is\n * the one required field, and it is spread through `nameSearchFields` so the\n * list's name filter — a range over `nameLower` — can find the record; a\n * company written without those keys still lists and cannot be searched.\n */\nexport function companyDraftFields(draft: CompanyDraft): CompanyDraftResult {\n  const name = draft.name.trim().replace(/\\s+/g, ' ')\n  if (!name) return { ok: false, error: 'A company needs a name.' }\n  const set: Record<string, unknown> = { ...nameSearchFields(name) }\n  const cleared: string[] = []\n\n  const rawDomain = draft.domain.trim()\n  if (rawDomain) {\n    const domain = normalizeCompanyDomain(rawDomain)\n    if (!domain) {\n      return {\n        ok: false,\n        error:\n          'The domain should be a bare hostname such as acme.com — a ' +\n          'single word or an IP address is not one.',\n      }\n    }\n    set['domain'] = domain\n  } else {\n    cleared.push('domain')\n  }\n\n  const website = normalizeCompanyWebsite(draft.website)\n  if (website === null) {\n    return { ok: false, error: 'The website is not a web address.' }\n  }\n  if (website) set['website'] = website\n  else cleared.push('website')\n\n  const rawPhone = draft.phone.trim()\n  if (rawPhone) {\n    const phone = normalizePhone(rawPhone)\n    if (!phone) {\n      return {\n        ok: false,\n        error:\n          'The phone number could not be read. Include the country code, ' +\n          'as in +1 512 555 0123.',\n      }\n    }\n    set['phone'] = phone\n  } else {\n    cleared.push('phone')\n  }\n\n  const industry = draft.industry.trim().slice(0, INDUSTRY_MAX)\n  if (industry) set['industry'] = industry\n  else cleared.push('industry')\n\n  const ownerUid = draft.ownerUid.trim()\n  if (ownerUid) set['ownerUid'] = ownerUid\n  else cleared.push('ownerUid')\n\n  // Nullable rather than absent, so \"no address\" has one stored shape and\n  // an edit that clears it does not need a delete: `normalizeAddress`\n  // already answers `null` for a form with nothing in it.\n  set['address'] = isBlankAddress(draft.address)\n    ? null\n    : normalizeAddress(draft.address)\n\n  const tags = normalizeCompanyTags(draft.tags)\n  if (tags.length) set['tags'] = tags\n  else cleared.push('tags')\n\n  const notes = draft.notes.trim().slice(0, NOTES_MAX)\n  if (notes) set['notes'] = notes\n  else cleared.push('notes')\n\n  return { ok: true, set, cleared }\n}\n"],"names":["CONTACT_COMPANY_IDS_FIELD","companyDomainForEmail","isBlankAddress","nameSearchFields","normalizeAddress","normalizeCompanyDomain","normalizeCompanyWebsite","normalizePhone","COMPANY_DETACH_LIMIT","suggestCompanyForEmail","email","companies","domain","find","company","EMPTY_COMPANY_DRAFT","name","website","phone","industry","ownerUid","address","tags","notes","COMPANY_TAGS_MAX","normalizeCompanyTags","input","Set","String","split","map","tag","trim","toLowerCase","slice","filter","Boolean","companyDraftFrom","join","INDUSTRY_MAX","NOTES_MAX","companyDraftFields","draft","replace","ok","error","set","cleared","rawDomain","push","rawPhone","length"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;CAWC,GAED,SAEEA,yBAAyB,EAEzBC,qBAAqB,EACrBC,cAAc,EACdC,gBAAgB,EAChBC,gBAAgB,EAChBC,sBAAsB,EACtBC,uBAAuB,EACvBC,cAAc,QACT,eAAc;AAErB;;;;CAIC,GACD,SAASP,yBAAyB,GAAE;AAEpC;;;;CAIC,GACD,SAASQ,oBAAoB,QAAQ,4BAAwB;AAS7D;;;;;;;;;CASC,GACD,OAAO,SAASC,uBACdC,KAAc,EACdC,SAAmC;QAI5BA;IAFP,MAAMC,SAASX,sBAAsBS;IACrC,IAAI,CAACE,QAAQ,OAAO;IACpB,QAAOD,kBAAAA,UAAUE,IAAI,CAAC,CAACC,UAAYA,QAAQF,MAAM,KAAKA,mBAA/CD,kBAA0D;AACnE;AAgBA,OAAO,MAAMI,sBAAoC;IAC/CC,MAAM;IACNJ,QAAQ;IACRK,SAAS;IACTC,OAAO;IACPC,UAAU;IACVC,UAAU;IACVC,SAAS,CAAC;IACVC,MAAM;IACNC,OAAO;AACT,EAAC;AAED,0EAA0E,GAC1E,OAAO,MAAMC,mBAAmB,GAAE;AAElC;;;;;CAKC,GACD,OAAO,SAASC,qBAAqBC,KAAa;IAChD,OAAO;WACF,IAAIC,IACLC,OAAOF,gBAAAA,QAAS,IACbG,KAAK,CAAC,QACNC,GAAG,CAAC,CAACC,MAAQA,IAAIC,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,GAAG,KAC/CC,MAAM,CAACC;KAEb,CAACF,KAAK,CAAC,GAAGV;AACb;AAEA,wDAAwD,GACxD,OAAO,SAASa,iBACdvB,OAA+C;;IAE/C,OAAO;QACLE,MAAMY,eAAOd,2BAAAA,QAASE,IAAI,mBAAI;QAC9BJ,QAAQgB,gBAAOd,2BAAAA,QAASF,MAAM,oBAAI;QAClCK,SAASW,gBAAOd,2BAAAA,QAASG,OAAO,oBAAI;QACpCC,OAAOU,gBAAOd,2BAAAA,QAASI,KAAK,oBAAI;QAChCC,UAAUS,gBAAOd,2BAAAA,QAASK,QAAQ,oBAAI;QACtCC,UAAUQ,gBAAOd,2BAAAA,QAASM,QAAQ,oBAAI;QACtCC,SAAS,sBAAMP,2BAAAA,QAASO,OAAO,oBAAI,CAAC;QACpCC,MAAM,UAACR,2BAAAA,QAASQ,IAAI,oBAAI,EAAE,EAAEgB,IAAI,CAAC;QACjCf,OAAOK,gBAAOd,2BAAAA,QAASS,KAAK,oBAAI;IAClC;AACF;AAgBA,MAAMgB,eAAe;AACrB,MAAMC,YAAY;AAElB;;;;;;;;;;CAUC,GACD,OAAO,SAASC,mBAAmBC,KAAmB;IACpD,MAAM1B,OAAO0B,MAAM1B,IAAI,CAACgB,IAAI,GAAGW,OAAO,CAAC,QAAQ;IAC/C,IAAI,CAAC3B,MAAM,OAAO;QAAE4B,IAAI;QAAOC,OAAO;IAA0B;IAChE,MAAMC,MAA+B,aAAK3C,iBAAiBa;IAC3D,MAAM+B,UAAoB,EAAE;IAE5B,MAAMC,YAAYN,MAAM9B,MAAM,CAACoB,IAAI;IACnC,IAAIgB,WAAW;QACb,MAAMpC,SAASP,uBAAuB2C;QACtC,IAAI,CAACpC,QAAQ;YACX,OAAO;gBACLgC,IAAI;gBACJC,OACE,+DACA;YACJ;QACF;QACAC,GAAG,CAAC,SAAS,GAAGlC;IAClB,OAAO;QACLmC,QAAQE,IAAI,CAAC;IACf;IAEA,MAAMhC,UAAUX,wBAAwBoC,MAAMzB,OAAO;IACrD,IAAIA,YAAY,MAAM;QACpB,OAAO;YAAE2B,IAAI;YAAOC,OAAO;QAAoC;IACjE;IACA,IAAI5B,SAAS6B,GAAG,CAAC,UAAU,GAAG7B;SACzB8B,QAAQE,IAAI,CAAC;IAElB,MAAMC,WAAWR,MAAMxB,KAAK,CAACc,IAAI;IACjC,IAAIkB,UAAU;QACZ,MAAMhC,QAAQX,eAAe2C;QAC7B,IAAI,CAAChC,OAAO;YACV,OAAO;gBACL0B,IAAI;gBACJC,OACE,mEACA;YACJ;QACF;QACAC,GAAG,CAAC,QAAQ,GAAG5B;IACjB,OAAO;QACL6B,QAAQE,IAAI,CAAC;IACf;IAEA,MAAM9B,WAAWuB,MAAMvB,QAAQ,CAACa,IAAI,GAAGE,KAAK,CAAC,GAAGK;IAChD,IAAIpB,UAAU2B,GAAG,CAAC,WAAW,GAAG3B;SAC3B4B,QAAQE,IAAI,CAAC;IAElB,MAAM7B,WAAWsB,MAAMtB,QAAQ,CAACY,IAAI;IACpC,IAAIZ,UAAU0B,GAAG,CAAC,WAAW,GAAG1B;SAC3B2B,QAAQE,IAAI,CAAC;IAElB,wEAAwE;IACxE,oEAAoE;IACpE,wDAAwD;IACxDH,GAAG,CAAC,UAAU,GAAG5C,eAAewC,MAAMrB,OAAO,IACzC,OACAjB,iBAAiBsC,MAAMrB,OAAO;IAElC,MAAMC,OAAOG,qBAAqBiB,MAAMpB,IAAI;IAC5C,IAAIA,KAAK6B,MAAM,EAAEL,GAAG,CAAC,OAAO,GAAGxB;SAC1ByB,QAAQE,IAAI,CAAC;IAElB,MAAM1B,QAAQmB,MAAMnB,KAAK,CAACS,IAAI,GAAGE,KAAK,CAAC,GAAGM;IAC1C,IAAIjB,OAAOuB,GAAG,CAAC,QAAQ,GAAGvB;SACrBwB,QAAQE,IAAI,CAAC;IAElB,OAAO;QAAEL,IAAI;QAAME;QAAKC;IAAQ;AAClC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/companies.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * Companies (AGL-2597): the rules every surface that writes a company, or\n * suggests one for a contact, has to agree on.\n *\n * A contact's link to a company is the server's to write (AGL-2804): the\n * link lives in a holder's facet, `crm/contact-update` plans it with\n * `planContactCompanyLink`, and `crm/company-delete` unlinks a company being\n * deleted. What stays here is the company's own document — the draft a form\n * holds, what it is stored as, and the company an address suggests — each\n * rule once, as a function of the document and nothing else, so a spec can\n * pin it without mounting a card.\n */\n\nimport {\n  type AglynPostalAddress,\n  CONTACT_COMPANY_IDS_FIELD,\n  CRM_COMPANY_EMPLOYEES_MAX,\n  CRM_COMPANY_PICKLIST_FIELDS,\n  type CrmCompany,\n  type CrmCompanyPicklistField,\n  type CrmPicklist,\n  type CrmPicklistId,\n  companyDomainForEmail,\n  isBlankAddress,\n  judgeCrmCompanyPicklists,\n  nameSearchFields,\n  normalizeAddress,\n  normalizeCompanyDomain,\n  normalizeCompanyWebsite,\n  normalizePhone,\n  readCrmCompanyAccountFields,\n} from '@aglyn/aglyn'\nimport { amountInputValue, DEFAULT_DEAL_CURRENCY, parseAmountInput } from './deal-board-model'\n\n/*\n * The mirror field lives with the planner in `@aglyn/aglyn` now, because the\n * server doors that link on capture read it too; it is re-exported here so\n * the surfaces that always imported it from this module keep one name.\n */\nexport { CONTACT_COMPANY_IDS_FIELD }\n\n/*\n * The delete pass's bound lives with `crm/company-delete`'s contract, which\n * the route and the console both import; re-exported here for the surfaces\n * that say it.\n */\nexport { COMPANY_DETACH_LIMIT } from './company-delete-route'\n\n/** One company as a picker or a suggestion needs it. */\nexport interface CompanyOption {\n  id: string\n  name: string\n  domain?: string | null\n}\n\n/**\n * The company a contact's email address implies, from a list the caller\n * already holds, or `null`.\n *\n * `companyDomainForEmail` already refuses the public mailbox providers, so\n * `jane@gmail.com` suggests nothing rather than whichever company somebody\n * once filed under \"gmail.com\". The match is on the normalized domain both\n * sides store, so `www.acme.com` on the company and `jane@ACME.com` on the\n * contact still meet.\n */\nexport function suggestCompanyForEmail(\n  email: unknown,\n  companies: readonly CompanyOption[],\n): CompanyOption | null {\n  const domain = companyDomainForEmail(email)\n  if (!domain) return null\n  return companies.find((company) => company.domain === domain) ?? null\n}\n\n/** What the form holds — every field as text, the addresses as their parts. */\nexport interface CompanyDraft {\n  name: string\n  domain: string\n  website: string\n  phone: string\n  /** Each company picklist's label (AGL-3514), `''` for none. */\n  type: string\n  industry: string\n  rating: string\n  ownership: string\n  accountSource: string\n  ownerUid: string\n  /** The billing address. */\n  address: AglynPostalAddress\n  shippingAddress: AglynPostalAddress\n  /** As typed, in the currency's major unit — `parseAmountInput` reads it. */\n  annualRevenue: string\n  /** Lowercase ISO 4217. */\n  currency: string\n  numberOfEmployees: string\n  fax: string\n  accountNumber: string\n  site: string\n  tickerSymbol: string\n  sicCode: string\n  /** The parent company's id, `''` for none. */\n  parentCompanyId: string\n  /** Comma-separated as typed; stored as the list `companyDraftFields` reads. */\n  tags: string\n  notes: string\n}\n\nexport const EMPTY_COMPANY_DRAFT: CompanyDraft = {\n  name: '',\n  domain: '',\n  website: '',\n  phone: '',\n  type: '',\n  industry: '',\n  rating: '',\n  ownership: '',\n  accountSource: '',\n  ownerUid: '',\n  address: {},\n  shippingAddress: {},\n  annualRevenue: '',\n  currency: DEFAULT_DEAL_CURRENCY,\n  numberOfEmployees: '',\n  fax: '',\n  accountNumber: '',\n  site: '',\n  tickerSymbol: '',\n  sicCode: '',\n  parentCompanyId: '',\n  tags: '',\n  notes: '',\n}\n\n/** How each account field is named in a refusal the drawer shows. */\nconst ACCOUNT_FIELD_LABELS: Record<string, string> = {\n  annualRevenueCents: 'Annual revenue',\n  currency: 'The currency',\n  numberOfEmployees: 'Employees',\n  fax: 'The fax number',\n  accountNumber: 'The account number',\n  site: 'The account site',\n  tickerSymbol: 'The ticker symbol',\n  sicCode: 'The SIC code',\n  shippingAddress: 'The shipping address',\n}\n\n/** The drawer's cap on a company's tags — a contact's, so the two agree. */\nexport const COMPANY_TAGS_MAX = 20\n\n/**\n * A typed tag list as the document stores one: split on `,` or `|`,\n * lowercased and trimmed, deduplicated, capped — the same shape a contact's\n * tags take, so the bulk bar's \"Add tag\" over companies and the drawer's\n * field write one kind of value.\n */\nexport function normalizeCompanyTags(input: string): string[] {\n  return [\n    ...new Set(\n      String(input ?? '')\n        .split(/[|,]/)\n        .map((tag) => tag.trim().toLowerCase().slice(0, 60))\n        .filter(Boolean),\n    ),\n  ].slice(0, COMPANY_TAGS_MAX)\n}\n\n/** A stored company, as the form should start from it. */\nexport function companyDraftFrom(\n  company: Partial<CrmCompany> | null | undefined,\n): CompanyDraft {\n  const text = (value: unknown) => (value === null || value === undefined ? '' : String(value))\n  return {\n    name: text(company?.name),\n    domain: text(company?.domain),\n    website: text(company?.website),\n    phone: text(company?.phone),\n    type: text(company?.type),\n    industry: text(company?.industry),\n    rating: text(company?.rating),\n    ownership: text(company?.ownership),\n    accountSource: text(company?.accountSource),\n    ownerUid: text(company?.ownerUid),\n    address: { ...(company?.address ?? {}) },\n    shippingAddress: { ...(company?.shippingAddress ?? {}) },\n    annualRevenue: amountInputValue(company?.annualRevenueCents),\n    currency: text(company?.currency).toLowerCase() || DEFAULT_DEAL_CURRENCY,\n    numberOfEmployees:\n      typeof company?.numberOfEmployees === 'number' ? String(company.numberOfEmployees) : '',\n    fax: text(company?.fax),\n    accountNumber: text(company?.accountNumber),\n    site: text(company?.site),\n    tickerSymbol: text(company?.tickerSymbol),\n    sicCode: text(company?.sicCode),\n    parentCompanyId: text(company?.parentCompanyId),\n    tags: (company?.tags ?? []).join(', '),\n    notes: text(company?.notes),\n  }\n}\n\n/**\n * What a draft's picklist fields are judged against (AGL-3514): the org's\n * lists the form read, and the company as stored — whose own values are\n * kept even when a list no longer offers them. Absent, each field is\n * judged against its standard values alone.\n */\nexport interface CompanyDraftPicklists {\n  lists: Readonly<Partial<Record<CrmPicklistId, CrmPicklist>>>\n  current?: Partial<CrmCompany> | null\n}\n\n/** A typed head count, as the whole number stored, `null` for blank, `undefined` for unreadable. */\nfunction parseEmployees(input: string): number | null | undefined {\n  const cleaned = input.replace(/[\\s,]/g, '')\n  if (!cleaned) return null\n  if (!/^\\d+$/.test(cleaned)) return undefined\n  const value = Number(cleaned)\n  return value <= CRM_COMPANY_EMPLOYEES_MAX ? value : undefined\n}\n\nexport type CompanyDraftResult =\n  | {\n      ok: true\n      /** Fields with a value, ready to `setDoc` or `updateDoc`. */\n      set: Record<string, unknown>\n      /**\n       * Optional fields the draft left blank. A create omits them; an edit\n       * has to DELETE them, or clearing the domain would leave the old one\n       * stored and still matching contacts by email.\n       */\n      cleared: string[]\n    }\n  | { ok: false; error: string }\n\nconst NOTES_MAX = 4000\n\n/**\n * The document a draft becomes — normalized, keyed for search, and refused\n * as a whole when one field cannot be stored honestly.\n *\n * Refused rather than silently dropped: a domain typed as `acme` is not a\n * domain, and storing nothing while the form said something is how a company\n * comes to match no contact by email with no indication why. The name is\n * the one required field, and it is spread through `nameSearchFields` so the\n * list's name filter — a range over `nameLower` — can find the record; a\n * company written without those keys still lists and cannot be searched.\n */\nexport function companyDraftFields(\n  draft: CompanyDraft,\n  picklists: CompanyDraftPicklists = { lists: {} },\n): CompanyDraftResult {\n  const name = draft.name.trim().replace(/\\s+/g, ' ')\n  if (!name) return { ok: false, error: 'A company needs a name.' }\n  const set: Record<string, unknown> = { ...nameSearchFields(name) }\n  const cleared: string[] = []\n\n  const rawDomain = draft.domain.trim()\n  if (rawDomain) {\n    const domain = normalizeCompanyDomain(rawDomain)\n    if (!domain) {\n      return {\n        ok: false,\n        error:\n          'The domain should be a bare hostname such as acme.com — a ' +\n          'single word or an IP address is not one.',\n      }\n    }\n    set['domain'] = domain\n  } else {\n    cleared.push('domain')\n  }\n\n  const website = normalizeCompanyWebsite(draft.website)\n  if (website === null) {\n    return { ok: false, error: 'The website is not a web address.' }\n  }\n  if (website) set['website'] = website\n  else cleared.push('website')\n\n  const rawPhone = draft.phone.trim()\n  if (rawPhone) {\n    const phone = normalizePhone(rawPhone)\n    if (!phone) {\n      return {\n        ok: false,\n        error:\n          'The phone number could not be read. Include the country code, ' +\n          'as in +1 512 555 0123.',\n      }\n    }\n    set['phone'] = phone\n  } else {\n    cleared.push('phone')\n  }\n\n  /*\n   * THE PICKLISTS (AGL-3514): each a label of the org's list, or the value\n   * the company already holds — an industry typed before Industry was a\n   * picklist stays until it is changed.\n   */\n  const judged = judgeCrmCompanyPicklists(\n    picklists.lists,\n    Object.fromEntries(\n      CRM_COMPANY_PICKLIST_FIELDS.map(({ field }) => [field, draft[field]]),\n    ),\n    { current: picklists.current ?? {} },\n  )\n  const picklistError = Object.values(judged.errors)[0]\n  if (picklistError) return { ok: false, error: picklistError }\n  for (const { field } of CRM_COMPANY_PICKLIST_FIELDS) {\n    const value = judged.values[field as CrmCompanyPicklistField]\n    if (value) set[field] = value\n    else cleared.push(field)\n  }\n\n  const ownerUid = draft.ownerUid.trim()\n  if (ownerUid) set['ownerUid'] = ownerUid\n  else cleared.push('ownerUid')\n\n  // Nullable rather than absent, so \"no address\" has one stored shape and\n  // an edit that clears it does not need a delete: `normalizeAddress`\n  // already answers `null` for a form with nothing in it.\n  set['address'] = isBlankAddress(draft.address)\n    ? null\n    : normalizeAddress(draft.address)\n\n  /*\n   * THE ACCOUNT FIELDS (AGL-3514), through the reader every door uses. The\n   * revenue is typed in the currency's major unit and stored in its minor\n   * one, with the currency beside it; without a revenue there is nothing\n   * for a currency to describe.\n   */\n  const revenueText = draft.annualRevenue.trim()\n  const revenue = revenueText ? parseAmountInput(revenueText) : null\n  if (revenueText && revenue === null) {\n    return { ok: false, error: 'The annual revenue is not an amount.' }\n  }\n  const employees = parseEmployees(draft.numberOfEmployees)\n  if (employees === undefined) {\n    return {\n      ok: false,\n      error: `Employees must be a whole number from 0 to ${CRM_COMPANY_EMPLOYEES_MAX.toLocaleString()}.`,\n    }\n  }\n  const account = readCrmCompanyAccountFields({\n    annualRevenueCents: revenue,\n    currency: revenue === null ? null : draft.currency,\n    numberOfEmployees: employees,\n    fax: draft.fax,\n    accountNumber: draft.accountNumber,\n    site: draft.site,\n    tickerSymbol: draft.tickerSymbol,\n    sicCode: draft.sicCode,\n    shippingAddress: isBlankAddress(draft.shippingAddress) ? null : draft.shippingAddress,\n  })\n  const [failed] = Object.entries(account.errors)\n  if (failed) {\n    const [field, message] = failed\n    return {\n      ok: false,\n      error: `${ACCOUNT_FIELD_LABELS[field] ?? field} ${message.charAt(0).toLowerCase()}${message.slice(1)}.`,\n    }\n  }\n  for (const [field, value] of Object.entries(account.values)) {\n    // The shipping address is nullable like the billing one; the rest are\n    // absent when blank, so an edit deletes them.\n    if (field === 'shippingAddress') set[field] = value ?? null\n    else if (value === null || value === undefined) cleared.push(field)\n    else set[field] = value\n  }\n\n  const parentCompanyId = draft.parentCompanyId.trim()\n  if (parentCompanyId) set['parentCompanyId'] = parentCompanyId\n  else cleared.push('parentCompanyId')\n\n  const tags = normalizeCompanyTags(draft.tags)\n  if (tags.length) set['tags'] = tags\n  else cleared.push('tags')\n\n  const notes = draft.notes.trim().slice(0, NOTES_MAX)\n  if (notes) set['notes'] = notes\n  else cleared.push('notes')\n\n  return { ok: true, set, cleared 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package/src/lib/model/contact-merge.d.ts

@@ -40,7 +40,16 @@
  *    that is otherwise lossless.
  *  - A recorded REFUSAL of marketing mail on either record stands on the
  *    survivor. The merge asserts the two are one person, and that person
- *    said no.
+ *    said no. So does a do-not-call (AGL-3515), for the same reason.
+ *  - The name is ONE value made of three fields (AGL-3515): a holder's
+ *    `name`, `firstName` and `lastName` come across together, from the
+ *    survivor when it names the person at all and from the merged record
+ *    only when it does not — so a survivor called "Bob" never gains a first
+ *    name of "Robert" that its name does not show.
+ *  - A reports-to that would point at the survivor itself — the survivor's
+ *    pointing at the merged record, or the merged record's at the survivor —
+ *    is cleared (`null`) rather than kept as a person reporting to
+ *    themselves.
  *
  * Applied per holder: each group's facet on the merged record is folded
  * into the same group's facet on the survivor, and a group only the merged
@@ -58,6 +67,11 @@
  * the rule above needs.
  */
 import { type ContactInteraction } from '@aglyn/aglyn/app-utils/contacts';
+/** The two records' ids, when the caller knows them — what a self-pointer is judged by. */
+export interface ContactMergeIds {
+    survivorId: string;
+    mergedId: string;
+}
 export interface ContactMergePlan {
     /**
      * What the survivor becomes, as a merge-`set` payload: every derived
@@ -97,14 +111,14 @@ export declare function mergeInteractions(survivor: readonly ContactInteraction[
  * absent, when only the merged record was held by this group — and `merged`
  * the same holder's facet on the record being folded in.
  */
-export declare function mergeContactFacet(survivor: Doc | undefined, merged: Doc | undefined): Doc;
+export declare function mergeContactFacet(survivor: Doc | undefined, merged: Doc | undefined, ids?: ContactMergeIds): Doc;
 /**
  * The plan for folding `merged` into `survivor`.
  *
  * Both are the stored documents as read. The survivor's `email` is the
  * identity that stands; the merged record's becomes an alternate.
  */
-export declare function planContactMerge(survivor: Doc, merged: Doc): ContactMergePlan;
+export declare function planContactMerge(survivor: Doc, merged: Doc, ids?: ContactMergeIds): ContactMergePlan;
 /** Where a previewed value comes from. */
 export type ContactMergeSource = 'survivor' | 'merged' | 'both' | 'none';
 /** One line of the side-by-side the dialog shows. */
@@ -122,7 +136,17 @@ export interface ContactMergePreviewRow {
 export interface ContactMergePreviewOptions {
     /** The owner's display name for a uid; the uid itself when absent. */
     memberName?: (uid: string) => string;
+    /**
+     * The two records' ids, so the preview applies the rule the write does
+     * to a reports-to (AGL-3537): a pointer at either record would be the
+     * person reporting to themselves, and becomes nobody.
+     */
+    ids?: ContactMergeIds;
+    /** A contact's name for an id, for Reports to; the id itself when absent. */
+    contactName?: (contactId: string) => string;
 }
+/** What Reports to reads when the merge leaves the person reporting to nobody because the pointer was at themselves. */
+export declare const CONTACT_MERGE_REPORTS_TO_SELF = "Nobody \u2014 it named one of these two records";
 /**
  * The merge as the viewing group would see it, field by field.
  *

package/src/lib/model/contact-merge.js

@@ -40,7 +40,16 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  *    that is otherwise lossless.
  *  - A recorded REFUSAL of marketing mail on either record stands on the
  *    survivor. The merge asserts the two are one person, and that person
- *    said no.
+ *    said no. So does a do-not-call (AGL-3515), for the same reason.
+ *  - The name is ONE value made of three fields (AGL-3515): a holder's
+ *    `name`, `firstName` and `lastName` come across together, from the
+ *    survivor when it names the person at all and from the merged record
+ *    only when it does not — so a survivor called "Bob" never gains a first
+ *    name of "Robert" that its name does not show.
+ *  - A reports-to that would point at the survivor itself — the survivor's
+ *    pointing at the merged record, or the merged record's at the survivor —
+ *    is cleared (`null`) rather than kept as a person reporting to
+ *    themselves.
  *
  * Applied per holder: each group's facet on the merged record is folded
  * into the same group's facet on the survivor, and a group only the merged
@@ -76,6 +85,11 @@ import { nameSearchFields } from "@aglyn/aglyn/app-utils/name-search";
 /** Facet instants where the earlier one is the truth. */ const EARLIEST_FIELDS = [
     'firstPurchaseAtMs'
 ];
+/** The facet fields that together name the person, merged as one (AGL-3515). */ const NAME_FIELDS = [
+    'name',
+    'firstName',
+    'lastName'
+];
 /** Whether a value counts as "nothing here" for the fill rule. */ function isEmpty(value) {
     if (value === undefined || value === null) return true;
     if (typeof value === 'string') return value.trim() === '';
@@ -157,7 +171,21 @@ function number(value) {
  * `survivor` is that holder's facet on the surviving record — possibly
  * absent, when only the merged record was held by this group — and `merged`
  * the same holder's facet on the record being folded in.
- */ export function mergeContactFacet(survivor, merged) {
+ */ export function mergeContactFacet(survivor, merged, ids) {
+    const out = foldContactFacet(survivor, merged);
+    /*
+   * Nobody reports to themselves — see the rule above. Written as `null`
+   * rather than left out, because the plan is a merge-`set`, which keeps a
+   * stored key it is not given.
+   */ if (ids && [
+        ids.survivorId,
+        ids.mergedId
+    ].includes(text(out['reportsToContactId']))) {
+        out['reportsToContactId'] = null;
+    }
+    return out;
+}
+function foldContactFacet(survivor, merged) {
     var _b_sources, _a_sources;
     if (!merged) return _extends({}, survivor != null ? survivor : {});
     if (!survivor) return _extends({}, merged);
@@ -166,6 +194,14 @@ function number(value) {
     for (const [key, value] of Object.entries(survivor)){
         out[key] = fill(value, merged[key]);
     }
+    // The name's three fields, from one record — see the rule above.
+    const named = NAME_FIELDS.some((key)=>!isEmpty(survivor[key]));
+    for (const key of NAME_FIELDS){
+        const value = named ? survivor[key] : merged[key];
+        if (isEmpty(value)) delete out[key];
+        else out[key] = value;
+    }
+    if (survivor['doNotCall'] === true || merged['doNotCall'] === true) out['doNotCall'] = true;
     const a = survivor;
     const b = merged;
     out['sources'] = _extends({}, (_b_sources = b.sources) != null ? _b_sources : {}, (_a_sources = a.sources) != null ? _a_sources : {});
@@ -234,7 +270,7 @@ function mapOf(value) {
  *
  * Both are the stored documents as read. The survivor's `email` is the
  * identity that stands; the merged record's becomes an alternate.
- */ export function planContactMerge(survivor, merged) {
+ */ export function planContactMerge(survivor, merged, ids) {
     var _normalizeContactEmail;
     const survivorEmail = (_normalizeContactEmail = normalizeContactEmail(survivor['email'])) != null ? _normalizeContactEmail : '';
     const mergedEmails = contactEmails(merged);
@@ -313,7 +349,14 @@ function mapOf(value) {
     const mergedFacets = facetsOf(merged);
     const facets = {};
     for (const [groupId, facet] of Object.entries(mergedFacets)){
-        facets[groupId] = mergeContactFacet(survivorFacets[groupId], facet);
+        facets[groupId] = mergeContactFacet(survivorFacets[groupId], facet, ids);
+    }
+    // A survivor facet the merged record did not hold may still point at it.
+    if (ids) {
+        for (const [groupId, facet] of Object.entries(survivorFacets)){
+            if (groupId in facets || facet['reportsToContactId'] !== ids.mergedId) continue;
+            facets[groupId] = mergeContactFacet(facet, undefined, ids);
+        }
     }
     if (Object.keys(facets).length) out[CONTACT_FACETS_FIELD] = facets;
     return {
@@ -327,6 +370,7 @@ function mapOf(value) {
         visibleTo
     };
 }
+/** What Reports to reads when the merge leaves the person reporting to nobody because the pointer was at themselves. */ export const CONTACT_MERGE_REPORTS_TO_SELF = 'Nobody — it named one of these two records';
 function addressLine(value) {
     const address = mapOf(value);
     return [
@@ -355,8 +399,8 @@ function sourceOf(survivor, merged, result) {
  * result the plan would write, so the dialog is a rendering and not a second
  * opinion.
  */ export function contactMergePreview(survivor, merged, groupId, options = {}) {
-    var _options_memberName;
-    const plan = planContactMerge(survivor, merged);
+    var _options_memberName, _options_contactName;
+    const plan = planContactMerge(survivor, merged, options.ids);
     const after = _extends({}, survivor, plan.survivor, {
         [CONTACT_FACETS_FIELD]: _extends({}, facetsOf(survivor), mapOf(plan.survivor[CONTACT_FACETS_FIELD]))
     });
@@ -366,7 +410,23 @@ function sourceOf(survivor, merged, result) {
     const memberName = (_options_memberName = options.memberName) != null ? _options_memberName : (uid)=>uid;
     const stage = (value)=>typeof value === 'string' && value in CONTACT_LIFECYCLE_STAGE_LABELS ? CONTACT_LIFECYCLE_STAGE_LABELS[value] : '';
     const owner = (value)=>text(value) ? memberName(text(value)) : '';
+    const contactName = (_options_contactName = options.contactName) != null ? _options_contactName : (contactId)=>contactId;
+    const person = (value)=>text(value) ? contactName(text(value)) : '';
+    /*
+   * Reports to (AGL-3537), as the write leaves it: the kept record's own
+   * manager stands, an empty one fills from the other record's, and a
+   * pointer at either of the two records — which after the merge are one
+   * person — becomes nobody, and says why.
+   */ const pair = options.ids ? [
+        options.ids.survivorId,
+        options.ids.mergedId
+    ] : [];
+    const reportsToResult = person(c.reportsToContactId) || ([
+        a.reportsToContactId,
+        b.reportsToContactId
+    ].some((id)=>pair.includes(text(id))) ? CONTACT_MERGE_REPORTS_TO_SELF : '');
     const list = (value)=>strings(value).join(', ');
+    const flag = (value)=>value === true ? 'Yes' : '';
     const money = (facet)=>{
         var _facet_ltvCents;
         return facet.ordersCount ? `${facet.ordersCount} · $${(((_facet_ltvCents = facet.ltvCents) != null ? _facet_ltvCents : 0) / 100).toFixed(2)}` : '';
@@ -382,14 +442,28 @@ function sourceOf(survivor, merged, result) {
     const rows = [
         row('name', 'Name', contactDisplayName(survivor, groupId), contactDisplayName(merged, groupId), contactDisplayName(after, groupId)),
         row('email', 'Email', contactEmails(survivor).join(', '), contactEmails(merged).join(', '), plan.emails.join(', ')),
+        row('salutation', 'Salutation', text(a.salutation), text(b.salutation), text(c.salutation)),
         row('phone', 'Phone', text(a.phone), text(b.phone), text(c.phone)),
+        row('mobilePhone', 'Mobile phone', text(a.mobilePhone), text(b.mobilePhone), text(c.mobilePhone)),
+        row('homePhone', 'Home phone', text(a.homePhone), text(b.homePhone), text(c.homePhone)),
+        row('otherPhone', 'Other phone', text(a.otherPhone), text(b.otherPhone), text(c.otherPhone)),
+        row('fax', 'Fax', text(a.fax), text(b.fax), text(c.fax)),
+        row('doNotCall', 'Do not call', flag(a.doNotCall), flag(b.doNotCall), flag(c.doNotCall)),
         row('jobTitle', 'Job title', text(a.jobTitle), text(b.jobTitle), text(c.jobTitle)),
+        row('department', 'Department', text(a.department), text(b.department), text(c.department)),
+        _extends({}, row('reportsTo', 'Reports to', person(a.reportsToContactId), person(b.reportsToContactId), reportsToResult), reportsToResult === CONTACT_MERGE_REPORTS_TO_SELF ? {
+            from: 'none'
+        } : {}),
         row('company', 'Company', text(a.companyName), text(b.companyName), text(c.companyName)),
         row('lifecycleStage', 'Stage', stage(a.lifecycleStage), stage(b.lifecycleStage), stage(c.lifecycleStage)),
         row('owner', 'Owner', owner(a.ownerUid), owner(b.ownerUid), owner(c.ownerUid)),
         row('tags', 'Tags', list(a.tags), list(b.tags), list(c.tags)),
         row('notes', 'Notes', text(a.notes), text(b.notes), text(c.notes)),
-        row('address', 'Address', addressLine(a.address), addressLine(b.address), addressLine(c.address)),
+        row('address', 'Mailing address', addressLine(a.address), addressLine(b.address), addressLine(c.address)),
+        row('otherAddress', 'Other address', addressLine(a.otherAddress), addressLine(b.otherAddress), addressLine(c.otherAddress)),
+        row('birthdate', 'Birthdate', text(a.birthdate), text(b.birthdate), text(c.birthdate)),
+        row('assistant', 'Assistant', text(a.assistantName), text(b.assistantName), text(c.assistantName)),
+        row('assistantPhone', 'Assistant phone', text(a.assistantPhone), text(b.assistantPhone), text(c.assistantPhone)),
         row('orders', 'Orders', money(a), money(b), money(c)),
         row('timeline', 'Timeline entries', a.interactions.length ? String(a.interactions.length) : '', b.interactions.length ? String(b.interactions.length) : '', c.interactions.length ? String(c.interactions.length) : '')
     ];