@aglyn/plugins-crm 1.0.0-beta.232 → 1.0.0-beta.233

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  CRM_COMPANY_PICKLIST_FIELDS,\n  CRM_COMPANY_TEXT_MAX,\n  type CrmCompany,\n  type CrmCompanyPicklistField,\n  crmCompanyParentId,\n  crmCompanyParentRefusal,\n  crmNewRecordListFields,\n  crmPicklistDefaultLabel,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, HelpTip, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  deleteField,\n  doc,\n  getDoc,\n  serverTimestamp,\n  setDoc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport { useCompanyPicklists } from '../hooks/use-company-picklists'\nimport { DEAL_CURRENCIES } from '../model/deal-board-model'\nimport { CompanyPicker, useCompanyOptions } from './company-picker'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyDraft,\n  companyDraftFields,\n  companyDraftFrom,\n  EMPTY_COMPANY_DRAFT,\n} from '../model/companies'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\n\n/**\n * The list fields a client edit of a company rewrites: the search tokens,\n * and the key beside each picklist field the Companies list filters by\n * (AGL-3514).\n */\nconst COMPANY_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  ...CRM_COMPANY_PICKLIST_FIELDS.flatMap((entry) => ('keyField' in entry ? [entry.keyField] : [])),\n]\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface CompanyEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW company asks which site captures it and\n   * an edit keeps the company's own.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /**\n   * The company being EDITED, or nothing to create one.\n   *\n   * The two modes differ in what the fields start as and in which write\n   * runs: an edit opens on the stored values and updates the document, a\n   * create opens empty and stamps the scope, provenance and timestamps a new\n   * record must carry.\n   */\n  company?: (Partial<CrmCompany> & { $id: string }) | null\n  /**\n   * Whether the stored values the edit opened on can be trusted.\n   *\n   * Every optional field is written on every save — a blank one is a\n   * DELETE — so a form seeded from a cached read would write the cache's\n   * blanks over the server's values. The card that holds the listen reports\n   * its own `fromCache` and `status`; the drawer refuses to save on a seed\n   * the server never confirmed, and says so.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  /**\n   * The team, for the owner picker.\n   *\n   * Handed in rather than fetched here, because the surface opening this\n   * drawer already holds the roster to name owners in its rows, and one\n   * fetch per surface is the bargain.\n   */\n  members: OrgMemberOptions\n  /** Called with the record's id after a successful write. */\n  onSaved: (companyId: string) => void\n}\n\ntype AddressDraftField = 'address' | 'shippingAddress'\n\n/** How each picklist field is labeled on a company. */\nconst COMPANY_PICKLIST_LABELS: Record<CrmCompanyPicklistField, string> = {\n  type: 'Type',\n  industry: 'Industry',\n  rating: 'Rating',\n  ownership: 'Ownership',\n  accountSource: 'Account source',\n}\n\nconst ADDRESS_FIELDS: ReadonlyArray<{\n  key: keyof AglynPostalAddress\n  label: string\n}> = [\n  { key: 'line1', label: 'Address line 1' },\n  { key: 'line2', label: 'Address line 2' },\n  { key: 'city', label: 'City' },\n  { key: 'state', label: 'State or region' },\n  { key: 'postalCode', label: 'Postal code' },\n  { key: 'country', label: 'Country (two-letter code)' },\n]\n\n/**\n * ONE COMPANY, created or edited (AGL-2597).\n *\n * A drawer rather than a form above the list, and the same drawer for both\n * jobs: a company is eight fields and an address, which is too much to wedge\n * over a table and exactly the same set whether the record exists yet. The\n * list opens it empty; the company's page opens it on the record.\n *\n * Nothing is written per keystroke. The draft is held here and turned into a\n * document by `companyDraftFields` on Save, which is where a domain typed as\n * `acme` or a phone number with no country code is refused — as a message\n * beside the button, with the typed values left where they are.\n */\nexport function CompanyEditDrawer(props: CompanyEditDrawerProps) {\n  const { open, onClose, hostId, org, company, seed, members, onSaved } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, scope?.[1] ?? null)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the record is STAMPED, which at the hub is\n  // a site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n\n  const [draft, setDraft] = useState<CompanyDraft>(EMPTY_COMPANY_DRAFT)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState('')\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the\n   * keys the reader has touched over what the company stores. Saved as the\n   * difference — see `crm-custom-draft` — beside the fixed fields, in the\n   * same write, so a company is never half-saved.\n   */\n  const fields = useContactFieldDefinitions(scope?.[1] ?? null, 'company')\n  const storedCustom = useMemo(() => company?.custom ?? {}, [company?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /*\n   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a\n   * record of the band the contacts list is banded by, and on an org at a\n   * full hard band this drawer refuses the way `upsertHostContact` refuses a\n   * capture — same number, same sentence. An edit is not a record and pays\n   * for no aggregate. Only a SETTLED refusal refuses: three reads that have\n   * not answered are not a full band.\n   */\n  const records = useCrmRecordsQuota(open && !company ? scope : null, org)\n  const bandFull = !company && records.ready && !records.quota.allowed\n  /*\n   * SALESFORCE'S ACCOUNT FIELDS (AGL-3514): the org's lists behind Type,\n   * Industry, Rating, Ownership and Account Source, and the companies a\n   * parent may be chosen from — every one the reader can see but this one.\n   */\n  const picklists = useCompanyPicklists(scope?.[1] ?? null)\n  const seededDefaults = useRef(false)\n  const companyOptions = useCompanyOptions({ hostId, org, enabled: open })\n  const parentOptions = useMemo(\n    () => companyOptions.options.filter((option) => option.id !== company?.$id),\n    [companyOptions.options, company?.$id],\n  )\n\n  /*\n   * Seeded when the drawer OPENS, and not on every render of the card\n   * behind it: the company listen is live, so re-seeding on each snapshot\n   * would take a field away from whoever is typing in it — including on the\n   * snapshot their own save produces. The create case seeds the owner to the\n   * person filing the record, which is the answer nine times in ten and one\n   * click to change.\n   */\n  const companyId = company?.$id\n  useEffect(() => {\n    if (!open) return\n    setDraft(\n      company\n        ? companyDraftFrom(company)\n        : { ...EMPTY_COMPANY_DRAFT, ownerUid: user?.uid ?? '' },\n    )\n    setCustom({})\n    setError('')\n    seededDefaults.current = false\n    // The stored fields are read once per opening; `company` is a new object\n    // on every snapshot and must not re-seed.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, companyId])\n  /*\n   * A NEW company starts each picklist on the org's default, once the\n   * lists have answered — Salesforce's form opens on it too — and only a\n   * field nobody has picked a value for yet.\n   */\n  useEffect(() => {\n    if (!open || company || !picklists.ready || seededDefaults.current) return\n    seededDefaults.current = true\n    setDraft((current) => {\n      const next = { ...current }\n      for (const { field, picklistId } of CRM_COMPANY_PICKLIST_FIELDS) {\n        const list = picklists.lists[picklistId]\n        const fallback = list ? crmPicklistDefaultLabel(list) : null\n        if (!next[field] && fallback) next[field] = fallback\n      }\n      return next\n    })\n  }, [open, company, picklists])\n\n  const patch = useCallback(\n    (field: keyof Omit<CompanyDraft, AddressDraftField>, value: string) =>\n      setDraft((current) => ({ ...current, [field]: value })),\n    [],\n  )\n  const patchAddress = useCallback(\n    (which: AddressDraftField, field: keyof AglynPostalAddress, value: string) =>\n      setDraft((current) => ({\n        ...current,\n        [which]: { ...current[which], [field]: value },\n      })),\n    [],\n  )\n  /** The parent's own parent, as the cycle guard walks it; `null` for one this reader cannot see. */\n  const readParent = useCallback(\n    async (id: string) => {\n      if (!scope) return null\n      try {\n        const snapshot = await getDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n        )\n        return snapshot.exists()\n          ? { parentCompanyId: crmCompanyParentId(snapshot.get('parentCompanyId')) }\n          : null\n      } catch {\n        return null\n      }\n    },\n    [firestore, scope],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (busy || !scope) return\n    const result = companyDraftFields(draft, { lists: picklists.lists, current: company })\n    if (result.ok === false) return setError(result.error)\n    // A parent is never this company, nor one already under it (AGL-3514).\n    const parentId = crmCompanyParentId(result.set['parentCompanyId'])\n    if (parentId && parentId !== crmCompanyParentId(company?.parentCompanyId)) {\n      const refusal = await crmCompanyParentRefusal(company?.$id ?? null, parentId, readParent)\n      if (refusal) return setError(refusal)\n    }\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      company ? 'edit' : 'create',\n    )\n    if (missing.length) return setError(`${missing.join(', ')} is required.`)\n    const customDocument = crmCustomDraftDocument(custom)\n    setError('')\n    setBusy(true)\n    try {\n      if (company) {\n        const ref = doc(\n          firestore,\n          scope[0],\n          scope[1],\n          CRM_COLLECTIONS.companies,\n          company.$id,\n        )\n        // The guard WRAPS the write — an early return is a shape you can\n        // keep while losing the protection.\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'company',\n            unreadable: seed?.unreadable ?? false,\n            fromCache: seed?.fromCache ?? false,\n          },\n          async () => {\n            const cleared = Object.fromEntries(\n              result.cleared.map((field) => [field, deleteField()]),\n            )\n            // The stored record the list fields are computed from: the row\n            // without the id the listener stamped on it.\n            const { $id: _rowId, ...stored } = company\n            const searchFields = crmClientListFields(\n              'companies',\n              stored,\n              { ...result.set, ...cleared },\n              COMPANY_CLIENT_LIST_FIELDS,\n            )\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...cleared,\n              // The name and domain are what the Companies list searches\n              // (AGL-3321), and the picklist keys what it filters by\n              // (AGL-3514), from the listener's row with the edit over it.\n              ...searchFields,\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        followUpSharing('companies', [company.$id])\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$id)\n      } else {\n        if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE)\n        const id = createResourceUid()\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        await setDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n          {\n            ...result.set,\n            ...(customDocument ? { custom: customDocument } : {}),\n            // What the Companies list searches and filters by (AGL-3321).\n            ...crmNewRecordListFields('companies', {\n              ...result.set,\n              visibleTo: [...createTokens],\n            }),\n            /*\n             * The scope every CRM creator stamps: the whole org when the org\n             * shares by default, and otherwise the sites that present as one\n             * sender. Without it the record is seen by NOBODY — an absent\n             * `visibleTo` matches no reader's predicate — and the rules\n             * refuse a scoped member creating outside their own tokens.\n             */\n            visibleTo: [...createTokens],\n            // Provenance: the site whose console filed it, never rewritten.\n            hostId: createHostId,\n            createdByUid: user?.uid ?? '',\n            createdAt: serverTimestamp(),\n            updatedAt: serverTimestamp(),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the company is org\n        // data, but the act happened in this site's console and belongs in\n        // its feed. Creation only — an edit is a save the card reports.\n        followUpSharing('companies', [id])\n        logActivity('Added company', { type: 'company', id, name: draft.name.trim() })\n        enqueueSnackbar(`Company \"${draft.name.trim()}\" created`, {\n          variant: 'success',\n          persist: false,\n        })\n        onSaved(id)\n      }\n      onClose()\n    } catch (caught) {\n      console.error(caught)\n      setError('The company could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    busy,\n    scope,\n    followUpSharing,\n    draft,\n    company,\n    bandFull,\n    firestore,\n    seed,\n    createTokens,\n    createHostId,\n    user,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    fields.active,\n    storedCustom,\n    custom,\n    picklists.lists,\n    readParent,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>{'close drawer'}</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {company ? 'Edit company' : 'New company'}\n          </Typography>\n          <HelpTip\n            {...pluginDocsHelp('companies', { anchor: '#create-a-company' })}\n          />\n        </>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new company names the site that\n            captures it. Nothing under a site, and nothing on an edit — a\n            company keeps the site it was made on (AGL-2630).\n          */}\n          {company ? null : (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this company belongs to — it decides which of your sites may see it.\"\n            />\n          )}\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The organization behind one or more of your contacts. The ' +\n              'domain is what suggests this company for a person from their ' +\n              'email address, so enter the bare hostname.'}\n          </Typography>\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {/*\n            Grouped as Salesforce's Account page groups them (AGL-3514):\n            what the company is, where it is, and what the team knows.\n          */}\n          <Typography variant=\"subtitle2\">{'Account information'}</Typography>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            required\n            value={draft.name}\n            onChange={(event) => patch('name', event.target.value)}\n            autoFocus\n          />\n          <CompanyPicker\n            label=\"Parent company\"\n            options={parentOptions}\n            value={draft.parentCompanyId || null}\n            onChange={(id) => patch('parentCompanyId', id ?? '')}\n            ready={companyOptions.ready}\n            truncated={companyOptions.truncated}\n            disabled={busy}\n            helperText=\"The company this one belongs to, such as a subsidiary's group.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Domain\"\n            placeholder=\"example.com\"\n            value={draft.domain}\n            onChange={(event) => patch('domain', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            placeholder=\"https://www.example.com\"\n            value={draft.website}\n            onChange={(event) => patch('website', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            placeholder=\"+1 512 555 0123\"\n            value={draft.phone}\n            onChange={(event) => patch('phone', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Fax\"\n            placeholder=\"+1 512 555 0124\"\n            value={draft.fax}\n            onChange={(event) => patch('fax', event.target.value)}\n          />\n          {CRM_COMPANY_PICKLIST_FIELDS.map(({ field, picklistId }) => {\n            const list = picklists.lists[picklistId]\n            return list ? (\n              <CrmPicklistSelect\n                key={field}\n                picklistId={picklistId}\n                picklist={list}\n                label={COMPANY_PICKLIST_LABELS[field]}\n                value={draft[field]}\n                stored={company ? String(company[field] ?? '') : undefined}\n                onChange={(label) => patch(field, label)}\n                disabled={busy}\n              />\n            ) : null\n          })}\n          <TextField\n            size=\"small\"\n            label=\"Account number\"\n            value={draft.accountNumber}\n            onChange={(event) => patch('accountNumber', event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.accountNumber } }}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Account site\"\n            placeholder=\"Headquarters\"\n            helperText=\"Which of the company's locations this record is.\"\n            value={draft.site}\n            onChange={(event) => patch('site', event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.site } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              size=\"small\"\n              label=\"Ticker symbol\"\n              value={draft.tickerSymbol}\n              onChange={(event) => patch('tickerSymbol', event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.tickerSymbol } }}\n              sx={{ flex: 1 }}\n            />\n            <TextField\n              size=\"small\"\n              label=\"SIC code\"\n              value={draft.sicCode}\n              onChange={(event) => patch('sicCode', event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.sicCode } }}\n              sx={{ flex: 1 }}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Employees\"\n            value={draft.numberOfEmployees}\n            onChange={(event) => patch('numberOfEmployees', event.target.value)}\n            slotProps={{ htmlInput: { inputMode: 'numeric' } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              size=\"small\"\n              label=\"Annual revenue\"\n              placeholder=\"0.00\"\n              value={draft.annualRevenue}\n              onChange={(event) => patch('annualRevenue', event.target.value)}\n              slotProps={{ htmlInput: { inputMode: 'decimal' } }}\n              sx={{ flex: 1 }}\n            />\n            <TextField\n              select\n              size=\"small\"\n              label=\"Currency\"\n              value={draft.currency}\n              onChange={(event) => patch('currency', event.target.value)}\n              sx={{ width: 120 }}\n            >\n              {/* A stored code outside the short list stays selectable as itself. */}\n              {[...new Set<string>([...DEAL_CURRENCIES, draft.currency])].map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          {/*\n            The owner is chosen from the team, never typed: the value is a\n            uid, and a picker that is still loading says so rather than\n            offering an empty list that reads as \"nobody can own this\".\n           */}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={draft.ownerUid}\n            disabled={!members.ready}\n            helperText={\n              !members.ready\n                ? 'Loading your team…'\n                : (members.error ?? 'The team member responsible for this account.')\n            }\n            onChange={(event) => patch('ownerUid', event.target.value)}\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {draft.ownerUid &&\n            !members.options.some((option) => option.uid === draft.ownerUid) ? (\n              <MenuItem value={draft.ownerUid}>\n                {members.labelFor(draft.ownerUid)}\n              </MenuItem>\n            ) : null}\n            {members.options.map((option) => (\n              <MenuItem key={option.uid} value={option.uid}>\n                {crmMemberPickerLabel(option)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"enterprise, west\"\n            helperText=\"Comma-separated, lowercased — the same tags the bulk bar adds\"\n            value={draft.tags}\n            onChange={(event) => patch('tags', event.target.value)}\n          />\n          <Typography variant=\"subtitle2\">{'Address information'}</Typography>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Billing address'}\n          </Typography>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={`address.${field.key}`}\n              size=\"small\"\n              label={field.label}\n              value={draft.address[field.key] ?? ''}\n              onChange={(event) => patchAddress('address', field.key, event.target.value)}\n            />\n          ))}\n          <Stack direction=\"row\" sx={{ alignItems: 'center', justifyContent: 'space-between' }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'Shipping address'}\n            </Typography>\n            <Button\n              size=\"small\"\n              disabled={busy}\n              onClick={() =>\n                setDraft((current) => ({ ...current, shippingAddress: { ...current.address } }))\n              }\n            >\n              {'Copy billing address'}\n            </Button>\n          </Stack>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={`shippingAddress.${field.key}`}\n              size=\"small\"\n              label={field.label}\n              value={draft.shippingAddress[field.key] ?? ''}\n              onChange={(event) => patchAddress('shippingAddress', field.key, event.target.value)}\n            />\n          ))}\n          <Typography variant=\"subtitle2\">{'Description information'}</Typography>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={draft.notes}\n            onChange={(event) => patch('notes', event.target.value)}\n            multiline\n            minRows={3}\n          />\n          {fields.active.length ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  CRM_COMPANY_PICKLIST_FIELDS,\n  CRM_COMPANY_TEXT_MAX,\n  type CrmCompany,\n  type CrmCompanyPicklistField,\n  crmCompanyParentId,\n  crmCompanyParentRefusal,\n  crmNewRecordListFields,\n  crmPicklistDefaultLabel,\n  pluginDocsHelp,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, HelpTip, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  deleteField,\n  doc,\n  getDoc,\n  serverTimestamp,\n  setDoc,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport { useCompanyPicklists } from '../hooks/use-company-picklists'\nimport { DEAL_CURRENCIES } from '../model/deal-board-model'\nimport { CompanyPicker, useCompanyOptions } from './company-picker'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  type CompanyDraft,\n  companyDraftFields,\n  companyDraftFrom,\n  EMPTY_COMPANY_DRAFT,\n} from '../model/companies'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n  CRM_CLIENT_SEARCH_FIELDS,\n  CRM_CLIENT_SORT_FIELDS,\n  crmClientListFields,\n} from '../model/crm-list-query'\n\n/**\n * The list fields a client edit of a company rewrites: the search tokens,\n * and the key beside each picklist field the Companies list filters by\n * (AGL-3514).\n */\nconst COMPANY_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  // Any header sort key the edit's inputs move (AGL-3680).\n  ...CRM_CLIENT_SORT_FIELDS,\n  ...CRM_COMPANY_PICKLIST_FIELDS.flatMap((entry) => ('keyField' in entry ? [entry.keyField] : [])),\n]\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface CompanyEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW company asks which site captures it and\n   * an edit keeps the company's own.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /**\n   * The company being EDITED, or nothing to create one.\n   *\n   * The two modes differ in what the fields start as and in which write\n   * runs: an edit opens on the stored values and updates the document, a\n   * create opens empty and stamps the scope, provenance and timestamps a new\n   * record must carry.\n   */\n  company?: (Partial<CrmCompany> & { $id: string }) | null\n  /**\n   * Whether the stored values the edit opened on can be trusted.\n   *\n   * Every optional field is written on every save — a blank one is a\n   * DELETE — so a form seeded from a cached read would write the cache's\n   * blanks over the server's values. The card that holds the listen reports\n   * its own `fromCache` and `status`; the drawer refuses to save on a seed\n   * the server never confirmed, and says so.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  /**\n   * The team, for the owner picker.\n   *\n   * Handed in rather than fetched here, because the surface opening this\n   * drawer already holds the roster to name owners in its rows, and one\n   * fetch per surface is the bargain.\n   */\n  members: OrgMemberOptions\n  /** Called with the record's id after a successful write. */\n  onSaved: (companyId: string) => void\n}\n\ntype AddressDraftField = 'address' | 'shippingAddress'\n\n/** How each picklist field is labeled on a company. */\nconst COMPANY_PICKLIST_LABELS: Record<CrmCompanyPicklistField, string> = {\n  type: 'Type',\n  industry: 'Industry',\n  rating: 'Rating',\n  ownership: 'Ownership',\n  accountSource: 'Account source',\n}\n\nconst ADDRESS_FIELDS: ReadonlyArray<{\n  key: keyof AglynPostalAddress\n  label: string\n}> = [\n  { key: 'line1', label: 'Address line 1' },\n  { key: 'line2', label: 'Address line 2' },\n  { key: 'city', label: 'City' },\n  { key: 'state', label: 'State or region' },\n  { key: 'postalCode', label: 'Postal code' },\n  { key: 'country', label: 'Country (two-letter code)' },\n]\n\n/**\n * ONE COMPANY, created or edited (AGL-2597).\n *\n * A drawer rather than a form above the list, and the same drawer for both\n * jobs: a company is eight fields and an address, which is too much to wedge\n * over a table and exactly the same set whether the record exists yet. The\n * list opens it empty; the company's page opens it on the record.\n *\n * Nothing is written per keystroke. The draft is held here and turned into a\n * document by `companyDraftFields` on Save, which is where a domain typed as\n * `acme` or a phone number with no country code is refused — as a message\n * beside the button, with the typed values left where they are.\n */\nexport function CompanyEditDrawer(props: CompanyEditDrawerProps) {\n  const { open, onClose, hostId, org, company, seed, members, onSaved } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, createTokens, createHostId } = useCrmScope({ hostId, org })\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, scope?.[1] ?? null)\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the record is STAMPED, which at the hub is\n  // a site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n\n  const [draft, setDraft] = useState<CompanyDraft>(EMPTY_COMPANY_DRAFT)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState('')\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's company definitions, and the\n   * keys the reader has touched over what the company stores. Saved as the\n   * difference — see `crm-custom-draft` — beside the fixed fields, in the\n   * same write, so a company is never half-saved.\n   */\n  const fields = useContactFieldDefinitions(scope?.[1] ?? null, 'company')\n  const storedCustom = useMemo(() => company?.custom ?? {}, [company?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /*\n   * THE RECORDS BAND (AGL-2611), read only for a CREATE: a company is a\n   * record of the band the contacts list is banded by, and on an org at a\n   * full hard band this drawer refuses the way `upsertHostContact` refuses a\n   * capture — same number, same sentence. An edit is not a record and pays\n   * for no aggregate. Only a SETTLED refusal refuses: three reads that have\n   * not answered are not a full band.\n   */\n  const records = useCrmRecordsQuota(open && !company ? scope : null, org)\n  const bandFull = !company && records.ready && !records.quota.allowed\n  /*\n   * SALESFORCE'S ACCOUNT FIELDS (AGL-3514): the org's lists behind Type,\n   * Industry, Rating, Ownership and Account Source, and the companies a\n   * parent may be chosen from — every one the reader can see but this one.\n   */\n  const picklists = useCompanyPicklists(scope?.[1] ?? null)\n  const seededDefaults = useRef(false)\n  const companyOptions = useCompanyOptions({ hostId, org, enabled: open })\n  const parentOptions = useMemo(\n    () => companyOptions.options.filter((option) => option.id !== company?.$id),\n    [companyOptions.options, company?.$id],\n  )\n\n  /*\n   * Seeded when the drawer OPENS, and not on every render of the card\n   * behind it: the company listen is live, so re-seeding on each snapshot\n   * would take a field away from whoever is typing in it — including on the\n   * snapshot their own save produces. The create case seeds the owner to the\n   * person filing the record, which is the answer nine times in ten and one\n   * click to change.\n   */\n  const companyId = company?.$id\n  useEffect(() => {\n    if (!open) return\n    setDraft(\n      company\n        ? companyDraftFrom(company)\n        : { ...EMPTY_COMPANY_DRAFT, ownerUid: user?.uid ?? '' },\n    )\n    setCustom({})\n    setError('')\n    seededDefaults.current = false\n    // The stored fields are read once per opening; `company` is a new object\n    // on every snapshot and must not re-seed.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, companyId])\n  /*\n   * A NEW company starts each picklist on the org's default, once the\n   * lists have answered — Salesforce's form opens on it too — and only a\n   * field nobody has picked a value for yet.\n   */\n  useEffect(() => {\n    if (!open || company || !picklists.ready || seededDefaults.current) return\n    seededDefaults.current = true\n    setDraft((current) => {\n      const next = { ...current }\n      for (const { field, picklistId } of CRM_COMPANY_PICKLIST_FIELDS) {\n        const list = picklists.lists[picklistId]\n        const fallback = list ? crmPicklistDefaultLabel(list) : null\n        if (!next[field] && fallback) next[field] = fallback\n      }\n      return next\n    })\n  }, [open, company, picklists])\n\n  const patch = useCallback(\n    (field: keyof Omit<CompanyDraft, AddressDraftField>, value: string) =>\n      setDraft((current) => ({ ...current, [field]: value })),\n    [],\n  )\n  const patchAddress = useCallback(\n    (which: AddressDraftField, field: keyof AglynPostalAddress, value: string) =>\n      setDraft((current) => ({\n        ...current,\n        [which]: { ...current[which], [field]: value },\n      })),\n    [],\n  )\n  /** The parent's own parent, as the cycle guard walks it; `null` for one this reader cannot see. */\n  const readParent = useCallback(\n    async (id: string) => {\n      if (!scope) return null\n      try {\n        const snapshot = await getDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n        )\n        return snapshot.exists()\n          ? { parentCompanyId: crmCompanyParentId(snapshot.get('parentCompanyId')) }\n          : null\n      } catch {\n        return null\n      }\n    },\n    [firestore, scope],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (busy || !scope) return\n    const result = companyDraftFields(draft, { lists: picklists.lists, current: company })\n    if (result.ok === false) return setError(result.error)\n    // A parent is never this company, nor one already under it (AGL-3514).\n    const parentId = crmCompanyParentId(result.set['parentCompanyId'])\n    if (parentId && parentId !== crmCompanyParentId(company?.parentCompanyId)) {\n      const refusal = await crmCompanyParentRefusal(company?.$id ?? null, parentId, readParent)\n      if (refusal) return setError(refusal)\n    }\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      company ? 'edit' : 'create',\n    )\n    if (missing.length) return setError(`${missing.join(', ')} is required.`)\n    const customDocument = crmCustomDraftDocument(custom)\n    setError('')\n    setBusy(true)\n    try {\n      if (company) {\n        const ref = doc(\n          firestore,\n          scope[0],\n          scope[1],\n          CRM_COLLECTIONS.companies,\n          company.$id,\n        )\n        // The guard WRAPS the write — an early return is a shape you can\n        // keep while losing the protection.\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'company',\n            unreadable: seed?.unreadable ?? false,\n            fromCache: seed?.fromCache ?? false,\n          },\n          async () => {\n            const cleared = Object.fromEntries(\n              result.cleared.map((field) => [field, deleteField()]),\n            )\n            // The stored record the list fields are computed from: the row\n            // without the id the listener stamped on it.\n            const { $id: _rowId, ...stored } = company\n            const searchFields = crmClientListFields(\n              'companies',\n              stored,\n              { ...result.set, ...cleared },\n              COMPANY_CLIENT_LIST_FIELDS,\n            )\n            await updateDoc(ref, {\n              ...result.set,\n              // A blank optional field is a DELETE on an edit, or the old\n              // domain would stay stored and keep matching people by email.\n              ...cleared,\n              // The name and domain are what the Companies list searches\n              // (AGL-3321), and the picklist keys what it filters by\n              // (AGL-3514), from the listener's row with the edit over it.\n              ...searchFields,\n              // The custom keys that changed, merged into the stored map.\n              ...crmCustomDraftWrites(storedCustom, custom),\n              updatedAt: serverTimestamp(),\n            })\n          },\n        )\n        if (!verdict.ok) return setError(verdict.message)\n        followUpSharing('companies', [company.$id])\n        enqueueSnackbar('Company saved', { variant: 'success', persist: false })\n        onSaved(company.$id)\n      } else {\n        if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE)\n        const id = createResourceUid()\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        await setDoc(\n          doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id),\n          {\n            ...result.set,\n            ...(customDocument ? { custom: customDocument } : {}),\n            // What the Companies list searches and filters by (AGL-3321).\n            ...crmNewRecordListFields('companies', {\n              ...result.set,\n              visibleTo: [...createTokens],\n            }),\n            /*\n             * The scope every CRM creator stamps: the whole org when the org\n             * shares by default, and otherwise the sites that present as one\n             * sender. Without it the record is seen by NOBODY — an absent\n             * `visibleTo` matches no reader's predicate — and the rules\n             * refuse a scoped member creating outside their own tokens.\n             */\n            visibleTo: [...createTokens],\n            // Provenance: the site whose console filed it, never rewritten.\n            hostId: createHostId,\n            createdByUid: user?.uid ?? '',\n            createdAt: serverTimestamp(),\n            updatedAt: serverTimestamp(),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the company is org\n        // data, but the act happened in this site's console and belongs in\n        // its feed. Creation only — an edit is a save the card reports.\n        followUpSharing('companies', [id])\n        logActivity('Added company', { type: 'company', id, name: draft.name.trim() })\n        enqueueSnackbar(`Company \"${draft.name.trim()}\" created`, {\n          variant: 'success',\n          persist: false,\n        })\n        onSaved(id)\n      }\n      onClose()\n    } catch (caught) {\n      console.error(caught)\n      setError('The company could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    busy,\n    scope,\n    followUpSharing,\n    draft,\n    company,\n    bandFull,\n    firestore,\n    seed,\n    createTokens,\n    createHostId,\n    user,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    fields.active,\n    storedCustom,\n    custom,\n    picklists.lists,\n    readParent,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>{'close drawer'}</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {company ? 'Edit company' : 'New company'}\n          </Typography>\n          <HelpTip\n            {...pluginDocsHelp('companies', { anchor: '#create-a-company' })}\n          />\n        </>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new company names the site that\n            captures it. Nothing under a site, and nothing on an edit — a\n            company keeps the site it was made on (AGL-2630).\n          */}\n          {company ? null : (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this company belongs to — it decides which of your sites may see it.\"\n            />\n          )}\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'The organization behind one or more of your contacts. The ' +\n              'domain is what suggests this company for a person from their ' +\n              'email address, so enter the bare hostname.'}\n          </Typography>\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {/*\n            Grouped as Salesforce's Account page groups them (AGL-3514):\n            what the company is, where it is, and what the team knows.\n          */}\n          <Typography variant=\"subtitle2\">{'Account information'}</Typography>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            required\n            value={draft.name}\n            onChange={(event) => patch('name', event.target.value)}\n            autoFocus\n          />\n          <CompanyPicker\n            label=\"Parent company\"\n            options={parentOptions}\n            value={draft.parentCompanyId || null}\n            onChange={(id) => patch('parentCompanyId', id ?? '')}\n            ready={companyOptions.ready}\n            truncated={companyOptions.truncated}\n            disabled={busy}\n            helperText=\"The company this one belongs to, such as a subsidiary's group.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Domain\"\n            placeholder=\"example.com\"\n            value={draft.domain}\n            onChange={(event) => patch('domain', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            placeholder=\"https://www.example.com\"\n            value={draft.website}\n            onChange={(event) => patch('website', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            placeholder=\"+1 512 555 0123\"\n            value={draft.phone}\n            onChange={(event) => patch('phone', event.target.value)}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Fax\"\n            placeholder=\"+1 512 555 0124\"\n            value={draft.fax}\n            onChange={(event) => patch('fax', event.target.value)}\n          />\n          {CRM_COMPANY_PICKLIST_FIELDS.map(({ field, picklistId }) => {\n            const list = picklists.lists[picklistId]\n            return list ? (\n              <CrmPicklistSelect\n                key={field}\n                picklistId={picklistId}\n                picklist={list}\n                label={COMPANY_PICKLIST_LABELS[field]}\n                value={draft[field]}\n                stored={company ? String(company[field] ?? '') : undefined}\n                onChange={(label) => patch(field, label)}\n                disabled={busy}\n              />\n            ) : null\n          })}\n          <TextField\n            size=\"small\"\n            label=\"Account number\"\n            value={draft.accountNumber}\n            onChange={(event) => patch('accountNumber', event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.accountNumber } }}\n          />\n          <TextField\n            size=\"small\"\n            label=\"Account site\"\n            placeholder=\"Headquarters\"\n            helperText=\"Which of the company's locations this record is.\"\n            value={draft.site}\n            onChange={(event) => patch('site', event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.site } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              size=\"small\"\n              label=\"Ticker symbol\"\n              value={draft.tickerSymbol}\n              onChange={(event) => patch('tickerSymbol', event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.tickerSymbol } }}\n              sx={{ flex: 1 }}\n            />\n            <TextField\n              size=\"small\"\n              label=\"SIC code\"\n              value={draft.sicCode}\n              onChange={(event) => patch('sicCode', event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CRM_COMPANY_TEXT_MAX.sicCode } }}\n              sx={{ flex: 1 }}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Employees\"\n            value={draft.numberOfEmployees}\n            onChange={(event) => patch('numberOfEmployees', event.target.value)}\n            slotProps={{ htmlInput: { inputMode: 'numeric' } }}\n          />\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              size=\"small\"\n              label=\"Annual revenue\"\n              placeholder=\"0.00\"\n              value={draft.annualRevenue}\n              onChange={(event) => patch('annualRevenue', event.target.value)}\n              slotProps={{ htmlInput: { inputMode: 'decimal' } }}\n              sx={{ flex: 1 }}\n            />\n            <TextField\n              select\n              size=\"small\"\n              label=\"Currency\"\n              value={draft.currency}\n              onChange={(event) => patch('currency', event.target.value)}\n              sx={{ width: 120 }}\n            >\n              {/* A stored code outside the short list stays selectable as itself. */}\n              {[...new Set<string>([...DEAL_CURRENCIES, draft.currency])].map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          {/*\n            The owner is chosen from the team, never typed: the value is a\n            uid, and a picker that is still loading says so rather than\n            offering an empty list that reads as \"nobody can own this\".\n           */}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={draft.ownerUid}\n            disabled={!members.ready}\n            helperText={\n              !members.ready\n                ? 'Loading your team…'\n                : (members.error ?? 'The team member responsible for this account.')\n            }\n            onChange={(event) => patch('ownerUid', event.target.value)}\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {draft.ownerUid &&\n            !members.options.some((option) => option.uid === draft.ownerUid) ? (\n              <MenuItem value={draft.ownerUid}>\n                {members.labelFor(draft.ownerUid)}\n              </MenuItem>\n            ) : null}\n            {members.options.map((option) => (\n              <MenuItem key={option.uid} value={option.uid}>\n                {crmMemberPickerLabel(option)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"enterprise, west\"\n            helperText=\"Comma-separated, lowercased — the same tags the bulk bar adds\"\n            value={draft.tags}\n            onChange={(event) => patch('tags', event.target.value)}\n          />\n          <Typography variant=\"subtitle2\">{'Address information'}</Typography>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Billing address'}\n          </Typography>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={`address.${field.key}`}\n              size=\"small\"\n              label={field.label}\n              value={draft.address[field.key] ?? ''}\n              onChange={(event) => patchAddress('address', field.key, event.target.value)}\n            />\n          ))}\n          <Stack direction=\"row\" sx={{ alignItems: 'center', justifyContent: 'space-between' }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'Shipping address'}\n            </Typography>\n            <Button\n              size=\"small\"\n              disabled={busy}\n              onClick={() =>\n                setDraft((current) => ({ ...current, shippingAddress: { ...current.address } }))\n              }\n            >\n              {'Copy billing address'}\n            </Button>\n          </Stack>\n          {ADDRESS_FIELDS.map((field) => (\n            <TextField\n              key={`shippingAddress.${field.key}`}\n              size=\"small\"\n              label={field.label}\n              value={draft.shippingAddress[field.key] ?? ''}\n              onChange={(event) => patchAddress('shippingAddress', field.key, event.target.value)}\n            />\n          ))}\n          <Typography variant=\"subtitle2\">{'Description information'}</Typography>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={draft.notes}\n            onChange={(event) => patch('notes', event.target.value)}\n            multiline\n            minRows={3}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              // A new company waits for its capturing site.\n              disabled={busy || !scope || !draft.name.trim() || (!company && !createHostId)}\n              onClick={() => void handleSave()}\n            >\n              {busy\n                ? 'Saving…'\n                : company\n                  ? 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package/src/lib/components/contact-detail-page.js

@@ -46,7 +46,7 @@ import { CrmSendEmailButton } from "./crm-send-email-button.js";
 import { ContactDealsCard } from "./contact-deals-card.js";
 import { CrmCallButton } from "./crm-call-actions.js";
 import { CrmEmailStateChip } from "./crm-email-state-chip.js";
-import { CrmEmailGatewayChip } from "./crm-email-check.js";
+import { CrmAccountLockChip, CrmEmailGatewayChip } from "./crm-email-check.js";
 import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
 import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
 import { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from "./crm-suite-lock.js";
@@ -390,6 +390,11 @@ const contactDocsHelp = pluginDocsHelp('contacts', {
                                 emailState: record.emailState,
                                 enabled: suiteIncluded
                             }),
+                            /*#__PURE__*/ _jsx(CrmAccountLockChip, {
+                                hostId: siteHostId,
+                                email: record.email,
+                                enabled: suiteIncluded
+                            }),
                             /*#__PURE__*/ _jsx(CrmRecordChip, {
                                 label: "Stage",
                                 value: record.lifecycleStage ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage] : undefined

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                // 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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+{"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 { CrmAccountLockChip, 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              <CrmAccountLockChip\n                hostId={siteHostId}\n                email={record.email}\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/contacts-section.js

@@ -22,9 +22,10 @@ import { hiddenFilterVisibility } from "@aglyn/shared-ui-jsx/const/list-filter";
 import { ListTable } from "@aglyn/shared-ui-jsx/components/list-table.component";
 import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
 import ListQueryNotices from "@aglyn/shared-ui-jsx/components/list-query-notices.component";
-import { CONTACT_LEAD_SOURCE_COLUMN, CONTACT_LIST_DECLARATION, CONTACT_LIST_FILTER_FIELDS, CONTACT_LIST_FILTER_HEADERS, CONTACT_PREFIX_SEARCH, contactClauseImpliesScope, contactSoloClause, contactCustomFilterFields, contactCustomFilterHeaders, contactQueryClause } from "../constants/contact-filters.js";
+import { CONTACT_LEAD_SOURCE_COLUMN, CONTACT_LIST_DECLARATION, CONTACT_LIST_FILTER_FIELDS, CONTACT_LIST_FILTER_HEADERS, CONTACT_LIST_SORTS, CONTACT_PREFIX_SEARCH, contactClauseImpliesScope, contactSoloClause, contactCustomFilterFields, contactCustomFilterHeaders, contactQueryClause } from "../constants/contact-filters.js";
 import { crmAskClauses, crmQueryRefusals } from "../model/crm-list-query.js";
 import { useCrmFoldsScope, useCrmListQuery } from "../hooks/use-crm-list-query.js";
+import { crmViewQuerySort, useCrmColumnSort } from "../hooks/use-crm-column-sort.js";
 import { contactPrimaryGroup, contactRecordFromDoc } from "../model/contact-record.js";
 import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { useCrmSharingRules } from "../hooks/use-crm-sharing.js";
@@ -68,6 +69,12 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
  * The map lives beside the `ContactSource` union so the dynamic-list rule
  * editor and this filter cannot disagree about what `order` is called.
  */ const SOURCE_LABELS = CONTACT_SOURCE_LABELS;
+/**
+ * The page sorts a column needs other than its cell's text (AGL-3680): the
+ * stage by its place in the lifecycle, not its label's spelling.
+ */ const CONTACT_PAGE_SORTS = {
+    lifecycleStage: (row)=>row.lifecycleStage ? CONTACT_LIFECYCLE_STAGES.indexOf(row.lifecycleStage) : null
+};
 /**
  * What the list keeps out of sight until a view says otherwise: the
  * filter-only columns, which never show, and the optional columns
@@ -278,6 +285,10 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
     ]);
     // The quick search is the grid's box, answered by the same query.
     const [searchWords, setSearchWords] = useState([]);
+    // The header order the view asks (AGL-3680), read before the query it orders.
+    const contactSort = useMemo(()=>crmViewQuerySort(CONTACT_LIST_SORTS, views.state.sort, CONTACT_LIST_SORTS[0]), [
+        views.state.sort
+    ]);
     const paged = useCrmListQuery({
         scope: dataScope,
         collection: 'contacts',
@@ -288,7 +299,8 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
         search: searchWords,
         impliesScope,
         soloClause: contactSoloClause,
-        prefixSearch: CONTACT_PREFIX_SEARCH
+        prefixSearch: CONTACT_PREFIX_SEARCH,
+        sort: contactSort.sort
     });
     const contactDocs = paged.rows;
     const contactsStatus = paged.status;
@@ -591,6 +603,20 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
     });
     const grid = useCrmViewGrid(views, filterColumns, HIDDEN_COLUMNS);
     /*
+   * EVERY HEADER SORTS (AGL-3680): the stored ones on the query
+   * (`CONTACT_LIST_SORTS`), the holder's facet values and the joined names
+   * over the page, saying so — the stage by its place in the lifecycle.
+   */ const columnSort = useCrmColumnSort({
+        views,
+        sorts: CONTACT_LIST_SORTS,
+        defaultSort: CONTACT_LIST_SORTS[0],
+        asked: contactSort,
+        orderBy: paged.plan.orderBy,
+        rows: contacts,
+        columns: grid.columns,
+        pageSorts: CONTACT_PAGE_SORTS
+    });
+    /*
    * A SEGMENT IS A VIEW'S TAG AND SOURCE CLAUSES, kept where a campaign
    * can reach them (AGL-2617).
    *
@@ -860,7 +886,10 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
                                 }) : null,
                                 /*#__PURE__*/ _jsx(ListQueryNotices, {
                                     refused: refused,
-                                    notices: paged.plan.notices
+                                    notices: [
+                                        ...paged.plan.notices,
+                                        ...columnSort.notices
+                                    ]
                                 }),
                                 contacts.length === 0 && !views.state.filters.length && !searchWords.some((word)=>word.trim()) ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
                                     label: contactsStatus === 'loading' ? 'Loading contacts…' : 'No contacts yet',
@@ -916,7 +945,8 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
                                         /*#__PURE__*/ _jsx(CrmColumnOrderProvider, {
                                             value: grid.columnOrder,
                                             children: /*#__PURE__*/ _jsx(ListTable, {
-                                                rows: contacts,
+                                                rows: columnSort.rows,
+                                                columnSort: columnSort,
                                                 columns: grid.columns,
                                                 slots: CRM_LIST_SLOTS,
                                                 selectable: {
@@ -930,8 +960,9 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
                      * grid must not filter again itself. Opening the panel is
                      * what reads the roster and the companies its pickers name.
                      * Columns are the view's, controlled so a saved arrangement
-                     * is what the grid shows; the query orders the rows —
-                     * newest change first — so the grid sorts nothing itself.
+                     * is what the grid shows. The headers sort through
+                     * `columnSort` (AGL-3680): a stored column re-asks the
+                     * query, any other sorts the page and says so.
                      */ filterMode: "server",
                                                 filterModel: gridFilter.filterModel,
                                                 onFilterModelChange: gridFilter.onFilterModelChange,
@@ -942,8 +973,6 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
                                                 noRowsLabel: contactsStatus === 'loading' ? 'Loading…' : 'No contacts match these filters',
                                                 columnVisibilityModel: grid.columnVisibilityModel,
                                                 onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
-                                                sortingMode: "server",
-                                                disableColumnSorting: true,
                                                 loading: contactsStatus === 'loading',
                                                 // Paged by the footer below, so the grid must not also slice.
                                                 hideFooter: true