@aglyn/plugins-crm 1.0.0-beta.293 → 1.0.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.293",
+  "version": "1.0.0",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.293",
-    "@aglyn/shared-data-enums": "1.0.0-beta.293",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.293",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.293",
-    "@aglyn/shared-ui-next": "1.0.0-beta.293",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.293",
-    "@aglyn/shared-util-email": "1.0.0-beta.293",
-    "@aglyn/shared-util-http": "1.0.0-beta.293",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.293",
-    "@aglyn/shared-util-tools": "1.0.0-beta.293",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.293",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.293",
-    "@aglyn/tenant-runtime": "1.0.0-beta.293",
+    "@aglyn/aglyn": "1.0.0",
+    "@aglyn/shared-data-enums": "1.0.0",
+    "@aglyn/shared-data-mdi": "1.0.0",
+    "@aglyn/shared-ui-jsx": "1.0.0",
+    "@aglyn/shared-ui-next": "1.0.0",
+    "@aglyn/shared-ui-snackstack": "1.0.0",
+    "@aglyn/shared-util-email": "1.0.0",
+    "@aglyn/shared-util-http": "1.0.0",
+    "@aglyn/shared-util-timestamp": "1.0.0",
+    "@aglyn/shared-util-tools": "1.0.0",
+    "@aglyn/tenant-data-admin": "1.0.0",
+    "@aglyn/tenant-feature-instance": "1.0.0",
+    "@aglyn/tenant-runtime": "1.0.0",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/activity-list.js

@@ -17,7 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
-import { mdiAccountGroupOutline, mdiDeleteOutline, mdiDotsHorizontalCircleOutline, mdiEmailOutline, mdiEmailReceiveOutline, mdiNoteTextOutline, mdiPencilOutline, mdiPhoneOutline } from "@aglyn/shared-data-mdi";
+import { mdiAccountGroupOutline, mdiDeleteOutline, mdiDotsHorizontalCircleOutline, mdiEmailOutline, mdiEmailReceiveOutline, mdiFacebookMessenger, mdiInstagram, mdiLinkedin, mdiMessageTextOutline, mdiNoteTextOutline, mdiPencilOutline, mdiPhoneOutline, mdiWhatsapp } from "@aglyn/shared-data-mdi";
 import { MdiIcon, useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
 import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
@@ -36,6 +36,11 @@ import { TimelineEntry, useTimelineExpansion, useTimelinePages } from "./activit
  */ const KIND_ICONS = {
     call: mdiPhoneOutline,
     email: mdiEmailOutline,
+    text: mdiMessageTextOutline,
+    whatsapp: mdiWhatsapp,
+    messenger: mdiFacebookMessenger,
+    instagram: mdiInstagram,
+    linkedin: mdiLinkedin,
     meeting: mdiAccountGroupOutline,
     note: mdiNoteTextOutline,
     other: mdiDotsHorizontalCircleOutline

package/src/lib/components/activity-list.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/activity-list.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 type { CrmActivityKind, CrmActivityRow } from '@aglyn/aglyn'\nimport {\n  mdiAccountGroupOutline,\n  mdiDeleteOutline,\n  mdiDotsHorizontalCircleOutline,\n  mdiEmailOutline,\n  mdiEmailReceiveOutline,\n  mdiNoteTextOutline,\n  mdiPencilOutline,\n  mdiPhoneOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport { Chip, IconButton, Stack, Tooltip, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { type ReactNode, useCallback, useState } from 'react'\nimport { type ActivityScope, useCanEditActivity } from './activity-queries'\nimport {\n  TimelineEntry,\n  type TimelineExpansion,\n  useTimelineExpansion,\n  useTimelinePages,\n} from './activity-timeline'\n\n/**\n * One glyph per kind. Typed against the union so a kind added to the list\n * cannot render with no icon — `MdiIcon` would fall back to its default\n * glyph silently, and a log where every note looks like a placeholder is\n * worse than a build error.\n */\nconst KIND_ICONS: Record<CrmActivityKind, { path: string }> = {\n  call: mdiPhoneOutline,\n  email: mdiEmailOutline,\n  meeting: mdiAccountGroupOutline,\n  note: mdiNoteTextOutline,\n  other: mdiDotsHorizontalCircleOutline,\n}\n\n/** The icon for a kind — a stored kind outside the union draws as `other`. */\nexport function ActivityKindIcon(props: { kind: string; size?: number }) {\n  const { kind, size = 1 } = props\n  const icon = Aglyn.isCrmActivityKind(kind) ? KIND_ICONS[kind] : KIND_ICONS.other\n  return <MdiIcon path={icon.path} size={size} />\n}\nActivityKindIcon.displayName = 'ActivityKindIcon'\n\n/**\n * The author's name for a row (AGL-2600).\n *\n * The denormalized `byName` leads: it is the only name a scoped colleague\n * can read, since a member document is readable by its subject and by\n * org-wide members alone. The signed-in user's OWN rows fall back to their\n * live name — the one case where a lookup is possible — and a row that\n * carries neither (written by a door that did not stamp one) reads as a\n * team member rather than as a uid.\n */\nexport function useActivityAuthorName(): (\n  activity: Pick<CrmActivityRow, 'byUid' | 'byName'>,\n) => string {\n  const { data: user } = useUser()\n  const ownName = useUserName()\n  const uid = user?.uid\n  return useCallback(\n    (activity) => {\n      if (activity.byName) return activity.byName\n      if (uid && activity.byUid === uid && ownName) return ownName\n      return 'A team member'\n    },\n    [uid, ownName],\n  )\n}\n\n/**\n * How long a note's own words may run on a collapsed row before it opens to\n * the rest; a single line under this reads whole, with nothing to open.\n */\nconst ACTIVITY_HEADING_MAX = 80\n\n/**\n * What a collapsed activity reads as, and whether opening it shows more.\n *\n * A subject is the heading and the body is what the row opens to. With no\n * subject the body's first line is the heading, and a body that runs past\n * that line, or past what one line holds, opens to the whole text.\n */\nexport function activityHeading(activity: Pick<CrmActivityRow, 'subject' | 'body'>): {\n  heading: string\n  opens: boolean\n} {\n  const body = typeof activity.body === 'string' ? activity.body.trim() : ''\n  const subject = typeof activity.subject === 'string' ? activity.subject.trim() : ''\n  if (subject) return { heading: subject, opens: body !== '' }\n  const firstLine = body.split('\\n').find((line) => line.trim() !== '')?.trim() ?? ''\n  return {\n    heading: firstLine,\n    opens: body !== firstLine || firstLine.length > ACTIVITY_HEADING_MAX,\n  }\n}\n\n/** \"45 min\" or \"2 h 05 min\" — a duration a manager reads at a glance. */\nfunction durationLabel(minutes: number): string {\n  if (minutes < 60) return `${minutes} min`\n  const hours = Math.floor(minutes / 60)\n  const rest = minutes % 60\n  return rest ? `${hours} h ${String(rest).padStart(2, '0')} min` : `${hours} h`\n}\n\nexport interface ActivityRowProps {\n  activity: CrmActivityRow\n  /** Where the delete is written, from `useActivityScope`. */\n  scope: ActivityScope\n  /** Opens the dialog on this activity. Absent, the row offers no edit. */\n  onEdit?: (activity: CrmActivityRow) => void\n  /**\n   * What sits after the kind, before the body — a feed puts the record the\n   * activity is about here, a record page needs nothing.\n   */\n  subject?: ReactNode\n  /** The clock the relative time is read against; `Date.now()` when absent. */\n  nowMs?: number\n  /**\n   * Whether THIS reader may edit and delete the row — the author, or an\n   * org-wide member. Decided by whoever draws the rows, through\n   * `useCanEditActivity`, once for the whole list: a row that asked for\n   * itself would read the member document once per row.\n   */\n  editable?: boolean\n  /**\n   * Whether the row is open to its body. The list holds it so the card's\n   * \"Expand all\" reaches every row; a row drawn alone holds its own.\n   */\n  expanded?: boolean\n  onToggle?: () => void\n}\n\n/**\n * One logged activity: the kind's icon and label, what was said, how it\n * went, who logged it and how long ago — with edit and delete for whoever\n * may (AGL-2600).\n *\n * Collapsed, the row is its chips, its heading and its caption: the kind,\n * the direction and delivery state, how a call went, the subject or the\n * note's first line, and who, to or from whom, and when. Opened, it shows\n * the body — an email's whole text, a note's every line.\n *\n * Edit and delete appear only when `editable` says this reader may — the\n * author or an org-wide member. That is the console's verdict and not the\n * rules' — see `useCanEditActivity` for why the rules admit more — so the\n * controls are hidden rather than disabled: a disabled button asks \"why\n * not?\", and the honest answer would be \"you could, through the API\".\n */\nexport function ActivityRow(props: ActivityRowProps) {\n  const { activity, scope, onEdit, subject, nowMs, editable } = props\n  const [ownExpanded, setOwnExpanded] = useState(false)\n  const expanded = props.expanded ?? ownExpanded\n  const onToggle = props.onToggle ?? (() => setOwnExpanded((open) => !open))\n  const { firestore, dataScope } = scope\n  const authorName = useActivityAuthorName()\n  const { confirm } = useConfirmationContext()\n  const { enqueueSnackbar } = useSnackbar()\n\n  const handleDelete = useCallback(async () => {\n    if (!dataScope) return\n    const confirmed = await confirm({\n      title: 'Delete this activity?',\n      description:\n        `This ${Aglyn.CRM_ACTIVITY_KIND_LABELS[\n          Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other'\n        ].toLowerCase()} is removed from the record it was logged against. ` +\n        'Nothing the platform captured — a form, an order, a booking — is ' +\n        'affected.',\n      confirmationText: 'Delete activity',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      await deleteDoc(\n        doc(\n          firestore,\n          dataScope[0],\n          dataScope[1],\n          Aglyn.CRM_COLLECTIONS.activities,\n          activity.$id,\n        ),\n      )\n      enqueueSnackbar('Activity deleted', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [dataScope, confirm, activity, firestore, enqueueSnackbar])\n\n  const label =\n    Aglyn.CRM_ACTIVITY_KIND_LABELS[\n      Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other'\n    ]\n  /*\n   * A message the platform SENT (AGL-2615) carries a subject, an address\n   * and a delivery state the webhook advances; the state is the chip beside\n   * the kind, red once the message did not land. What was sent is a record\n   * of a fact and offers no edit — a rewritten body would misstate what\n   * left — though whoever may delete a row may still delete this one.\n   */\n  const captured = typeof activity.messageId === 'string' && activity.messageId !== ''\n  const deliveryState = Aglyn.isCrmEmailDeliveryState(activity.deliveryState)\n    ? activity.deliveryState\n    : null\n  // A hand-logged email or call carries a direction too (AGL-3517); only a\n  // message the platform carried or captured is \"sent\" or \"received\" here.\n  const sent = activity.direction === 'outbound' && (deliveryState !== null || captured)\n  /*\n   * A message CAPTURED from a mailbox (AGL-2657) carries the provider's\n   * Message-ID and, when a correspondent wrote it, the `inbound` direction.\n   * It is drawn as its own thing — \"Received\" beside the kind, the sender\n   * where a sent row shows the recipient, no author because nobody on the\n   * team logged it — and a member's copied send reads \"Sent\" without a\n   * delivery chip, since the platform did not carry it. Neither takes the\n   * caller's \"Logged\" chip: nobody logged them.\n   */\n  const received = activity.direction === 'inbound' && captured\n  /*\n   * A hand-logged call or email names its direction in the kind's own chip\n   * — \"Inbound call\", \"Outbound email\" (AGL-3517); a sent or captured\n   * message says it with the chips below instead.\n   */\n  const kindChip =\n    sent || received || captured\n      ? label\n      : Aglyn.crmActivityKindTitle(\n          Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',\n          activity.direction,\n        )\n  const when = new Date(activity.atMs)\n  const detail = [\n    activity.outcome ? activity.outcome : null,\n    typeof activity.durationMinutes === 'number' && activity.durationMinutes > 0\n      ? durationLabel(activity.durationMinutes)\n      : null,\n  ].filter(Boolean)\n\n  const { heading, opens } = activityHeading(activity)\n  const hasSubject = typeof activity.subject === 'string' && activity.subject.trim() !== ''\n\n  return (\n    <TimelineEntry\n      icon={\n        received ? (\n          <MdiIcon path={mdiEmailReceiveOutline.path} />\n        ) : (\n          <ActivityKindIcon kind={activity.kind} />\n        )\n      }\n      label={heading || label.toLowerCase()}\n      expanded={expanded}\n      onToggle={onToggle}\n      chips={\n        <>\n          <Chip label={kindChip} size=\"small\" />\n          {received ? (\n            <Chip\n              label=\"Received\"\n              size=\"small\"\n              variant=\"outlined\"\n              color=\"info\"\n              data-testid=\"activity-direction\"\n            />\n          ) : captured ? (\n            <Chip\n              label=\"Sent\"\n              size=\"small\"\n              variant=\"outlined\"\n              data-testid=\"activity-direction\"\n            />\n          ) : null}\n          {deliveryState ? (\n            <Tooltip\n              title={\n                typeof activity.deliveryAtMs === 'number'\n                  ? new Date(activity.deliveryAtMs).toLocaleString()\n                  : ''\n              }\n            >\n              <Chip\n                label={Aglyn.CRM_EMAIL_DELIVERY_STATE_LABELS[deliveryState]}\n                size=\"small\"\n                variant=\"outlined\"\n                color={Aglyn.isCrmEmailDeliveryFailure(deliveryState) ? 'error' : 'default'}\n                data-testid=\"activity-delivery-state\"\n              />\n            </Tooltip>\n          ) : null}\n          {captured ? null : subject}\n          {detail.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {detail.join(' · ')}\n            </Typography>\n          ) : null}\n        </>\n      }\n      // With no subject the heading IS the body's first line, so an open\n      // row shows the body alone rather than its first line twice.\n      title={hasSubject || !opens || !expanded ? heading : null}\n      titleVariant={hasSubject ? 'subtitle2' : 'body2'}\n      meta={\n        <Tooltip title={when.toLocaleString()}>\n          <Typography\n            variant=\"caption\"\n            color=\"text.secondary\"\n            sx={{ alignSelf: 'flex-start' }}\n          >\n            {[\n              received ? null : authorName(activity),\n              received && activity.from ? `from ${activity.from}` : null,\n              sent && activity.to ? `to ${activity.to}` : null,\n              Aglyn.activityTimeLabel(activity.atMs, nowMs ?? Date.now()),\n            ]\n              .filter(Boolean)\n              .join(' · ')}\n          </Typography>\n        </Tooltip>\n      }\n      body={\n        opens ? (\n          <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap', overflowWrap: 'anywhere' }}>\n            {activity.body}\n          </Typography>\n        ) : undefined\n      }\n      actions={\n        editable ? (\n          <>\n            {onEdit && !sent && !received ? (\n              <IconButton\n                size=\"small\"\n                aria-label=\"Edit activity\"\n                onClick={() => onEdit(activity)}\n              >\n                <MdiIcon path={mdiPencilOutline.path} size={0.8} />\n              </IconButton>\n            ) : null}\n            <IconButton\n              size=\"small\"\n              aria-label=\"Delete activity\"\n              onClick={handleDelete}\n            >\n              <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n            </IconButton>\n          </>\n        ) : null\n      }\n    />\n  )\n}\nActivityRow.displayName = 'ActivityRow'\n\nexport interface ActivityListProps {\n  /** Newest-first, as the listener hands them back. */\n  rows: readonly CrmActivityRow[]\n  scope: ActivityScope\n  onEdit?: (activity: CrmActivityRow) => void\n  /** What the list says when there is nothing in it. */\n  emptyText?: string\n  /** The way out of an empty list — the record's \"Log activity\" button. */\n  emptyAction?: ReactNode\n  /** The listener holds less than exists; `onShowMore` widens it. */\n  hasMore?: boolean\n  onShowMore?: () => void\n  /** The listener is reading, so an empty window is not yet an empty log. */\n  loading?: boolean\n  /** The record each row is about, for a list that spans records. */\n  subjectFor?: (activity: CrmActivityRow) => ReactNode\n  /**\n   * No controls on any row, whoever is reading — and no member read to\n   * decide them. A feed that spans records is a place to see what happened,\n   * not to rewrite it; the record's own page is where an activity is\n   * corrected, beside everything else about it.\n   */\n  readOnly?: boolean\n  /**\n   * Which rows are open, held by the card so its header's \"Expand all\"\n   * reaches them. A list with no header control holds its own.\n   */\n  expansion?: TimelineExpansion\n}\n\n/**\n * A newest-first list of logged activities, collapsed to one entry each and\n * paged by the console's shared footer (AGL-2600).\n *\n * The rows arrive ordered — the query is `orderBy('atMs', 'desc')` — and the\n * list does not sort them again; a second sort here is a second place for\n * the order to be defined. The footer pages the window the listener holds,\n * and a page turned past it widens the listener while the probe row says\n * more exists (`useTimelinePages`).\n *\n * Who may edit is decided here, once, and handed to every row: the verdict\n * reads the member document, and the list is the one place that can ask\n * for it a single time however many rows it draws.\n */\nexport function ActivityList(props: ActivityListProps) {\n  const {\n    rows,\n    scope,\n    onEdit,\n    emptyText = 'Nothing logged yet.',\n    emptyAction,\n    hasMore,\n    onShowMore,\n    loading,\n    subjectFor,\n    readOnly,\n  } = props\n  const canEdit = useCanEditActivity(scope.orgId, !readOnly)\n  const ownExpansion = useTimelineExpansion()\n  const expansion = props.expansion ?? ownExpansion\n  const pages = useTimelinePages(rows.length, { hasMore, showMore: onShowMore, loading })\n  // One clock for every row of one paint.\n  const nowMs = Date.now()\n  if (!rows.length) {\n    return loading ? (\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {'Loading…'}\n      </Typography>\n    ) : (\n      <EmptyStateComponent\n        compact\n        label={'Nothing logged yet'}\n        description={emptyText}\n        action={emptyAction}\n      />\n    )\n  }\n  return (\n    <Stack spacing={2}>\n      {pages.slice(rows).map((activity) => (\n        <ActivityRow\n          key={activity.$id}\n          activity={activity}\n          scope={scope}\n          onEdit={onEdit}\n          subject={subjectFor?.(activity)}\n          nowMs={nowMs}\n          editable={canEdit(activity)}\n          expanded={expansion.isExpanded(activity.$id)}\n          onToggle={() => expansion.toggle(activity.$id)}\n        />\n      ))}\n      <ListPagination {...pages.footer} />\n    </Stack>\n  )\n}\nActivityList.displayName = 'ActivityList'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/activity-list.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 type { CrmActivityKind, CrmActivityRow } from '@aglyn/aglyn'\nimport {\n  mdiAccountGroupOutline,\n  mdiDeleteOutline,\n  mdiDotsHorizontalCircleOutline,\n  mdiEmailOutline,\n  mdiEmailReceiveOutline,\n  mdiFacebookMessenger,\n  mdiInstagram,\n  mdiLinkedin,\n  mdiMessageTextOutline,\n  mdiNoteTextOutline,\n  mdiPencilOutline,\n  mdiPhoneOutline,\n  mdiWhatsapp,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport { Chip, IconButton, Stack, Tooltip, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { type ReactNode, useCallback, useState } from 'react'\nimport { type ActivityScope, useCanEditActivity } from './activity-queries'\nimport {\n  TimelineEntry,\n  type TimelineExpansion,\n  useTimelineExpansion,\n  useTimelinePages,\n} from './activity-timeline'\n\n/**\n * One glyph per kind. Typed against the union so a kind added to the list\n * cannot render with no icon — `MdiIcon` would fall back to its default\n * glyph silently, and a log where every note looks like a placeholder is\n * worse than a build error.\n */\nconst KIND_ICONS: Record<CrmActivityKind, { path: string }> = {\n  call: mdiPhoneOutline,\n  email: mdiEmailOutline,\n  text: mdiMessageTextOutline,\n  whatsapp: mdiWhatsapp,\n  messenger: mdiFacebookMessenger,\n  instagram: mdiInstagram,\n  linkedin: mdiLinkedin,\n  meeting: mdiAccountGroupOutline,\n  note: mdiNoteTextOutline,\n  other: mdiDotsHorizontalCircleOutline,\n}\n\n/** The icon for a kind — a stored kind outside the union draws as `other`. */\nexport function ActivityKindIcon(props: { kind: string; size?: number }) {\n  const { kind, size = 1 } = props\n  const icon = Aglyn.isCrmActivityKind(kind) ? KIND_ICONS[kind] : KIND_ICONS.other\n  return <MdiIcon path={icon.path} size={size} />\n}\nActivityKindIcon.displayName = 'ActivityKindIcon'\n\n/**\n * The author's name for a row (AGL-2600).\n *\n * The denormalized `byName` leads: it is the only name a scoped colleague\n * can read, since a member document is readable by its subject and by\n * org-wide members alone. The signed-in user's OWN rows fall back to their\n * live name — the one case where a lookup is possible — and a row that\n * carries neither (written by a door that did not stamp one) reads as a\n * team member rather than as a uid.\n */\nexport function useActivityAuthorName(): (\n  activity: Pick<CrmActivityRow, 'byUid' | 'byName'>,\n) => string {\n  const { data: user } = useUser()\n  const ownName = useUserName()\n  const uid = user?.uid\n  return useCallback(\n    (activity) => {\n      if (activity.byName) return activity.byName\n      if (uid && activity.byUid === uid && ownName) return ownName\n      return 'A team member'\n    },\n    [uid, ownName],\n  )\n}\n\n/**\n * How long a note's own words may run on a collapsed row before it opens to\n * the rest; a single line under this reads whole, with nothing to open.\n */\nconst ACTIVITY_HEADING_MAX = 80\n\n/**\n * What a collapsed activity reads as, and whether opening it shows more.\n *\n * A subject is the heading and the body is what the row opens to. With no\n * subject the body's first line is the heading, and a body that runs past\n * that line, or past what one line holds, opens to the whole text.\n */\nexport function activityHeading(activity: Pick<CrmActivityRow, 'subject' | 'body'>): {\n  heading: string\n  opens: boolean\n} {\n  const body = typeof activity.body === 'string' ? activity.body.trim() : ''\n  const subject = typeof activity.subject === 'string' ? activity.subject.trim() : ''\n  if (subject) return { heading: subject, opens: body !== '' }\n  const firstLine = body.split('\\n').find((line) => line.trim() !== '')?.trim() ?? ''\n  return {\n    heading: firstLine,\n    opens: body !== firstLine || firstLine.length > ACTIVITY_HEADING_MAX,\n  }\n}\n\n/** \"45 min\" or \"2 h 05 min\" — a duration a manager reads at a glance. */\nfunction durationLabel(minutes: number): string {\n  if (minutes < 60) return `${minutes} min`\n  const hours = Math.floor(minutes / 60)\n  const rest = minutes % 60\n  return rest ? `${hours} h ${String(rest).padStart(2, '0')} min` : `${hours} h`\n}\n\nexport interface ActivityRowProps {\n  activity: CrmActivityRow\n  /** Where the delete is written, from `useActivityScope`. */\n  scope: ActivityScope\n  /** Opens the dialog on this activity. Absent, the row offers no edit. */\n  onEdit?: (activity: CrmActivityRow) => void\n  /**\n   * What sits after the kind, before the body — a feed puts the record the\n   * activity is about here, a record page needs nothing.\n   */\n  subject?: ReactNode\n  /** The clock the relative time is read against; `Date.now()` when absent. */\n  nowMs?: number\n  /**\n   * Whether THIS reader may edit and delete the row — the author, or an\n   * org-wide member. Decided by whoever draws the rows, through\n   * `useCanEditActivity`, once for the whole list: a row that asked for\n   * itself would read the member document once per row.\n   */\n  editable?: boolean\n  /**\n   * Whether the row is open to its body. The list holds it so the card's\n   * \"Expand all\" reaches every row; a row drawn alone holds its own.\n   */\n  expanded?: boolean\n  onToggle?: () => void\n}\n\n/**\n * One logged activity: the kind's icon and label, what was said, how it\n * went, who logged it and how long ago — with edit and delete for whoever\n * may (AGL-2600).\n *\n * Collapsed, the row is its chips, its heading and its caption: the kind,\n * the direction and delivery state, how a call went, the subject or the\n * note's first line, and who, to or from whom, and when. Opened, it shows\n * the body — an email's whole text, a note's every line.\n *\n * Edit and delete appear only when `editable` says this reader may — the\n * author or an org-wide member. That is the console's verdict and not the\n * rules' — see `useCanEditActivity` for why the rules admit more — so the\n * controls are hidden rather than disabled: a disabled button asks \"why\n * not?\", and the honest answer would be \"you could, through the API\".\n */\nexport function ActivityRow(props: ActivityRowProps) {\n  const { activity, scope, onEdit, subject, nowMs, editable } = props\n  const [ownExpanded, setOwnExpanded] = useState(false)\n  const expanded = props.expanded ?? ownExpanded\n  const onToggle = props.onToggle ?? (() => setOwnExpanded((open) => !open))\n  const { firestore, dataScope } = scope\n  const authorName = useActivityAuthorName()\n  const { confirm } = useConfirmationContext()\n  const { enqueueSnackbar } = useSnackbar()\n\n  const handleDelete = useCallback(async () => {\n    if (!dataScope) return\n    const confirmed = await confirm({\n      title: 'Delete this activity?',\n      description:\n        `This ${Aglyn.CRM_ACTIVITY_KIND_LABELS[\n          Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other'\n        ].toLowerCase()} is removed from the record it was logged against. ` +\n        'Nothing the platform captured — a form, an order, a booking — is ' +\n        'affected.',\n      confirmationText: 'Delete activity',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      await deleteDoc(\n        doc(\n          firestore,\n          dataScope[0],\n          dataScope[1],\n          Aglyn.CRM_COLLECTIONS.activities,\n          activity.$id,\n        ),\n      )\n      enqueueSnackbar('Activity deleted', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [dataScope, confirm, activity, firestore, enqueueSnackbar])\n\n  const label =\n    Aglyn.CRM_ACTIVITY_KIND_LABELS[\n      Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other'\n    ]\n  /*\n   * A message the platform SENT (AGL-2615) carries a subject, an address\n   * and a delivery state the webhook advances; the state is the chip beside\n   * the kind, red once the message did not land. What was sent is a record\n   * of a fact and offers no edit — a rewritten body would misstate what\n   * left — though whoever may delete a row may still delete this one.\n   */\n  const captured = typeof activity.messageId === 'string' && activity.messageId !== ''\n  const deliveryState = Aglyn.isCrmEmailDeliveryState(activity.deliveryState)\n    ? activity.deliveryState\n    : null\n  // A hand-logged email or call carries a direction too (AGL-3517); only a\n  // message the platform carried or captured is \"sent\" or \"received\" here.\n  const sent = activity.direction === 'outbound' && (deliveryState !== null || captured)\n  /*\n   * A message CAPTURED from a mailbox (AGL-2657) carries the provider's\n   * Message-ID and, when a correspondent wrote it, the `inbound` direction.\n   * It is drawn as its own thing — \"Received\" beside the kind, the sender\n   * where a sent row shows the recipient, no author because nobody on the\n   * team logged it — and a member's copied send reads \"Sent\" without a\n   * delivery chip, since the platform did not carry it. Neither takes the\n   * caller's \"Logged\" chip: nobody logged them.\n   */\n  const received = activity.direction === 'inbound' && captured\n  /*\n   * A hand-logged call or email names its direction in the kind's own chip\n   * — \"Inbound call\", \"Outbound email\" (AGL-3517); a sent or captured\n   * message says it with the chips below instead.\n   */\n  const kindChip =\n    sent || received || captured\n      ? label\n      : Aglyn.crmActivityKindTitle(\n          Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',\n          activity.direction,\n        )\n  const when = new Date(activity.atMs)\n  const detail = [\n    activity.outcome ? activity.outcome : null,\n    typeof activity.durationMinutes === 'number' && activity.durationMinutes > 0\n      ? durationLabel(activity.durationMinutes)\n      : null,\n  ].filter(Boolean)\n\n  const { heading, opens } = activityHeading(activity)\n  const hasSubject = typeof activity.subject === 'string' && activity.subject.trim() !== ''\n\n  return (\n    <TimelineEntry\n      icon={\n        received ? (\n          <MdiIcon path={mdiEmailReceiveOutline.path} />\n        ) : (\n          <ActivityKindIcon kind={activity.kind} />\n        )\n      }\n      label={heading || label.toLowerCase()}\n      expanded={expanded}\n      onToggle={onToggle}\n      chips={\n        <>\n          <Chip label={kindChip} size=\"small\" />\n          {received ? (\n            <Chip\n              label=\"Received\"\n              size=\"small\"\n              variant=\"outlined\"\n              color=\"info\"\n              data-testid=\"activity-direction\"\n            />\n          ) : captured ? (\n            <Chip\n              label=\"Sent\"\n              size=\"small\"\n              variant=\"outlined\"\n              data-testid=\"activity-direction\"\n            />\n          ) : null}\n          {deliveryState ? (\n            <Tooltip\n              title={\n                typeof activity.deliveryAtMs === 'number'\n                  ? new Date(activity.deliveryAtMs).toLocaleString()\n                  : ''\n              }\n            >\n              <Chip\n                label={Aglyn.CRM_EMAIL_DELIVERY_STATE_LABELS[deliveryState]}\n                size=\"small\"\n                variant=\"outlined\"\n                color={Aglyn.isCrmEmailDeliveryFailure(deliveryState) ? 'error' : 'default'}\n                data-testid=\"activity-delivery-state\"\n              />\n            </Tooltip>\n          ) : null}\n          {captured ? null : subject}\n          {detail.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {detail.join(' · ')}\n            </Typography>\n          ) : null}\n        </>\n      }\n      // With no subject the heading IS the body's first line, so an open\n      // row shows the body alone rather than its first line twice.\n      title={hasSubject || !opens || !expanded ? heading : null}\n      titleVariant={hasSubject ? 'subtitle2' : 'body2'}\n      meta={\n        <Tooltip title={when.toLocaleString()}>\n          <Typography\n            variant=\"caption\"\n            color=\"text.secondary\"\n            sx={{ alignSelf: 'flex-start' }}\n          >\n            {[\n              received ? null : authorName(activity),\n              received && activity.from ? `from ${activity.from}` : null,\n              sent && activity.to ? `to ${activity.to}` : null,\n              Aglyn.activityTimeLabel(activity.atMs, nowMs ?? Date.now()),\n            ]\n              .filter(Boolean)\n              .join(' · ')}\n          </Typography>\n        </Tooltip>\n      }\n      body={\n        opens ? (\n          <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap', overflowWrap: 'anywhere' }}>\n            {activity.body}\n          </Typography>\n        ) : undefined\n      }\n      actions={\n        editable ? (\n          <>\n            {onEdit && !sent && !received ? (\n              <IconButton\n                size=\"small\"\n                aria-label=\"Edit activity\"\n                onClick={() => onEdit(activity)}\n              >\n                <MdiIcon path={mdiPencilOutline.path} size={0.8} />\n              </IconButton>\n            ) : null}\n            <IconButton\n              size=\"small\"\n              aria-label=\"Delete activity\"\n              onClick={handleDelete}\n            >\n              <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n            </IconButton>\n          </>\n        ) : null\n      }\n    />\n  )\n}\nActivityRow.displayName = 'ActivityRow'\n\nexport interface ActivityListProps {\n  /** Newest-first, as the listener hands them back. */\n  rows: readonly CrmActivityRow[]\n  scope: ActivityScope\n  onEdit?: (activity: CrmActivityRow) => void\n  /** What the list says when there is nothing in it. */\n  emptyText?: string\n  /** The way out of an empty list — the record's \"Log activity\" button. */\n  emptyAction?: ReactNode\n  /** The listener holds less than exists; `onShowMore` widens it. */\n  hasMore?: boolean\n  onShowMore?: () => void\n  /** The listener is reading, so an empty window is not yet an empty log. */\n  loading?: boolean\n  /** The record each row is about, for a list that spans records. */\n  subjectFor?: (activity: CrmActivityRow) => ReactNode\n  /**\n   * No controls on any row, whoever is reading — and no member read to\n   * decide them. A feed that spans records is a place to see what happened,\n   * not to rewrite it; the record's own page is where an activity is\n   * corrected, beside everything else about it.\n   */\n  readOnly?: boolean\n  /**\n   * Which rows are open, held by the card so its header's \"Expand all\"\n   * reaches them. A list with no header control holds its own.\n   */\n  expansion?: TimelineExpansion\n}\n\n/**\n * A newest-first list of logged activities, collapsed to one entry each and\n * paged by the console's shared footer (AGL-2600).\n *\n * The rows arrive ordered — the query is `orderBy('atMs', 'desc')` — and the\n * list does not sort them again; a second sort here is a second place for\n * the order to be defined. The footer pages the window the listener holds,\n * and a page turned past it widens the listener while the probe row says\n * more exists (`useTimelinePages`).\n *\n * Who may edit is decided here, once, and handed to every row: the verdict\n * reads the member document, and the list is the one place that can ask\n * for it a single time however many rows it draws.\n */\nexport function ActivityList(props: ActivityListProps) {\n  const {\n    rows,\n    scope,\n    onEdit,\n    emptyText = 'Nothing logged yet.',\n    emptyAction,\n    hasMore,\n    onShowMore,\n    loading,\n    subjectFor,\n    readOnly,\n  } = props\n  const canEdit = useCanEditActivity(scope.orgId, !readOnly)\n  const ownExpansion = useTimelineExpansion()\n  const expansion = props.expansion ?? ownExpansion\n  const pages = useTimelinePages(rows.length, { hasMore, showMore: onShowMore, loading })\n  // One clock for every row of one paint.\n  const nowMs = Date.now()\n  if (!rows.length) {\n    return loading ? (\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {'Loading…'}\n      </Typography>\n    ) : (\n      <EmptyStateComponent\n        compact\n        label={'Nothing logged yet'}\n        description={emptyText}\n        action={emptyAction}\n      />\n    )\n  }\n  return (\n    <Stack spacing={2}>\n      {pages.slice(rows).map((activity) => (\n        <ActivityRow\n          key={activity.$id}\n          activity={activity}\n          scope={scope}\n          onEdit={onEdit}\n          subject={subjectFor?.(activity)}\n          nowMs={nowMs}\n          editable={canEdit(activity)}\n          expanded={expansion.isExpanded(activity.$id)}\n          onToggle={() => expansion.toggle(activity.$id)}\n        />\n      ))}\n      <ListPagination {...pages.footer} />\n    </Stack>\n  )\n}\nActivityList.displayName = 'ActivityList'\n\nexport default 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package/src/lib/components/contact-properties-card.js

@@ -334,6 +334,14 @@ export function ContactPropertiesCard(props) {
             });
             // The custom values are stored; the controls read the record again.
             setCustom({});
+            if (stageChanged && !siteHostId) {
+                // The stage lives on a site's facet, and this person has none. Never
+                // "Contact saved" over a change that went nowhere (AGL-4120).
+                return void enqueueSnackbar('Saved, but the stage could not be changed: no site has captured this contact yet.', {
+                    variant: 'warning',
+                    persist: false
+                });
+            }
             if (stageChanged && siteHostId) {
                 try {
                     await setContactStage(user, siteHostId, record.$id, lifecycleStage || null);

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\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 companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#contact-properties' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? ''}\n            onChange={(value) => change(setSalutation, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"First name\"\n            value={firstName}\n            onChange={(event) => change(setFirstName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Last name\"\n            value={lastName}\n            onChange={(event) => change(setLastName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : record.canonicalName\n                  ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. A company the list cannot name\n              // keeps whatever label the record already had.\n              setCompanyName(company ? company.name : id ? companyName : '')\n            }}\n            onCreate={createCompany}\n            email={record.email}\n            fallbackName={companyName}\n            disabled={saving || suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            stored={record.leadSource}\n            onChange={(value) => change(setLeadSource, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              change(setLifecycleStage, event.target.value as ContactLifecycleStage | '')\n            }\n            disabled={suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => change(setOwnerUid, event.target.value)}\n            disabled={suiteLocked}\n            helperText={\n              suiteLocked\n                ? crmSuiteLockedReason()\n                : members.ready && !members.options.length\n                  ? 'The team roster could not be read, so nobody can be picked yet.'\n                  : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {ownerUid && !ownerKnown ? (\n              <MenuItem value={ownerUid}>{members.memberName(ownerUid)}</MenuItem>\n            ) : null}\n            {members.options.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {Aglyn.crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => change(setTags, event.target.value)}\n            fullWidth\n          />\n        </Grid>\n\n        <SectionHeading>{'Phones'}</SectionHeading>\n        {PHONE_FIELDS.filter((field) => field !== 'assistantPhone').map(phoneField)}\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => change(setDoNotCall, event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <FormHelperText>\n            {'They asked not to be phoned. Every number still dials; the Call button says so.'}\n          </FormHelperText>\n        </Grid>\n\n        <SectionHeading>{'Addresses'}</SectionHeading>\n        <Grid size={{ xs: 12 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Mailing address'}</Typography>\n            <ContactAddressFields\n              value={address}\n              onChange={(value) => change(setAddress, value)}\n            />\n          </Stack>\n        </Grid>\n        <Grid size={{ xs: 12 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Other address'}</Typography>\n            <ContactAddressFields\n              value={otherAddress}\n              onChange={(value) => change(setOtherAddress, value)}\n            />\n          </Stack>\n        </Grid>\n\n        <SectionHeading>{'Additional information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            type=\"date\"\n            label=\"Birthdate\"\n            value={birthdate}\n            onChange={(event) => change(setBirthdate, event.target.value)}\n            error={Boolean(birthdateError)}\n            helperText={birthdateError || undefined}\n            slotProps={{ inputLabel: { shrink: true } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <ContactReportsToField\n            hostId={hostId}\n            org={org}\n            contactId={record.$id}\n            groupId={consentGroup.groupId}\n            value={reportsTo}\n            onChange={(value) => change(setReportsTo, value)}\n            disabled={saving}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Assistant\"\n            value={assistantName}\n            onChange={(event) => change(setAssistantName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        {phoneField('assistantPhone')}\n        <Grid size={{ xs: 12 }}>\n          <TextField\n            size=\"small\"\n            label=\"About\"\n            value={notes}\n            onChange={(event) => change(setNotes, event.target.value)}\n            helperText=\"Notes for your team. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\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 companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && !siteHostId) {\n        // The stage lives on a site's facet, and this person has none. Never\n        // \"Contact saved\" over a change that went nowhere (AGL-4120).\n        return void enqueueSnackbar(\n          'Saved, but the stage could not be changed: no site has captured this contact yet.',\n          { variant: 'warning', persist: false },\n        )\n      }\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#contact-properties' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? ''}\n            onChange={(value) => change(setSalutation, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"First name\"\n            value={firstName}\n            onChange={(event) => change(setFirstName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Last name\"\n            value={lastName}\n            onChange={(event) => change(setLastName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : record.canonicalName\n                  ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. 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package/src/lib/components/deal-board.d.ts

@@ -45,6 +45,16 @@ export interface DealBoardProps {
  * two closed columns start collapsed to a count-free stub and expand on
  * request, which is also when their rows are read — a collapsed column
  * costs no listener.
+ *
+ * ## Empty stages fold too, and the board says when there is more
+ *
+ * A pipeline with Salesforce's ten stages is wider than the card, and the
+ * stages with deals in them were off the edge with nothing to say so. An
+ * open stage with no deals folds to the same narrow stub, labelled and still
+ * a drop target, so the stages that hold work get the room. When the row is
+ * still wider than the card, chevrons at either end page it sideways the way
+ * MUI's scrollable Tabs do — the scrollbar alone stays hidden on a trackpad
+ * until the reader already knows to scroll.
  */
 export declare function DealBoard(props: DealBoardProps): import("react").JSX.Element;
 export declare namespace DealBoard {