@aglyn/plugins-crm 1.0.0-beta.296 → 1.1.0

package/src/lib/components/log-activity-dialog.js

@@ -21,8 +21,11 @@ import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useUser, useUserName } from "@aglyn/tenant-feature-instance";
 import { Button, Dialog, DialogActions, DialogContent, DialogTitle, MenuItem, Stack, TextField } from "@mui/material";
 import { addDoc, collection, deleteField, doc, getCountFromServer, query, updateDoc, where } from "firebase/firestore";
-import { useCallback, useEffect, useState } from "react";
+import { useCallback, useEffect, useRef, useState } from "react";
+import { crmActivityClientReads } from "../hooks/crm-activity-client-reads.js";
 import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
+import { crmActivityLinkFromPicks, crmActivityPicksEqual, crmActivityPicksFrom, resolveCrmActivityCompany } from "../model/crm-activity-link.js";
+import { ActivityLinkFields } from "./activity-link-fields.js";
 import { CrmSitePicker } from "./crm-site-picker.js";
 /** The longest body a single activity stores — a call summary, not a document. */ const BODY_MAX = 4000;
 const OUTCOME_MAX = 200;
@@ -43,14 +46,15 @@ const DURATION_MAX_MINUTES = 24 * 60;
     return Number.isFinite(ms) ? ms : null;
 }
 /** The kind a new activity opens on when the caller names none. */ const DEFAULT_KIND = 'call';
-const freshDraft = (kind = DEFAULT_KIND)=>({
+const freshDraft = (kind = DEFAULT_KIND, picks = crmActivityPicksFrom({}))=>({
         kind,
         body: '',
         at: toLocalInput(Date.now()),
         outcome: '',
         durationMinutes: '',
         // Most logged calls and emails are the team's own.
-        direction: 'outbound'
+        direction: 'outbound',
+        picks
     });
 const draftFrom = (activity)=>{
     var _activity_body, _activity_outcome, _Aglyn_crmActivityDirection;
@@ -60,13 +64,23 @@ const draftFrom = (activity)=>{
         at: toLocalInput(activity.atMs),
         outcome: (_activity_outcome = activity.outcome) != null ? _activity_outcome : '',
         durationMinutes: typeof activity.durationMinutes === 'number' ? String(activity.durationMinutes) : '',
-        direction: (_Aglyn_crmActivityDirection = Aglyn.crmActivityDirection(activity.kind, activity.direction)) != null ? _Aglyn_crmActivityDirection : ''
+        direction: (_Aglyn_crmActivityDirection = Aglyn.crmActivityDirection(activity.kind, activity.direction)) != null ? _Aglyn_crmActivityDirection : '',
+        picks: crmActivityPicksFrom(activity)
     };
 };
 /**
  * Log a call, an email, a meeting, a note or something else against a
  * record (AGL-2600) — or correct one already logged.
  *
+ * ## Who, what and which account
+ *
+ * **Name** and **Related To** are Salesforce's Who and What (AGL-4123), and
+ * the company an entry rolls up to is stamped from them when it is saved —
+ * `model/crm-activity-link.ts` has the rule, shared with every other writer.
+ * The fields open on the record the dialog was opened from and the reader may
+ * change them: an entry named for a deal shows on the deal, on the person's
+ * timeline and on the company, whichever page it was logged from.
+ *
  * ## What is written
  *
  * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from
@@ -79,9 +93,11 @@ const draftFrom = (activity)=>{
  * An edit rewrites only the fields the dialog shows. `visibleTo` is never
  * touched — the rules refuse a scoped member changing it, and widening a
  * record is an act for an org-wide member on the record itself — and neither
- * is the author or the link. A kind that stops taking an outcome takes the
- * outcome and the duration off the document rather than leaving a stale
- * "left a voicemail" on what is now a note.
+ * is the author. The links are rewritten only when **Name** or **Related To**
+ * changed, and then the company is worked out again, so an edit that corrects
+ * a typo cannot move an entry off a timeline it was filed on. A kind that
+ * stops taking an outcome takes the outcome and the duration off the document
+ * rather than leaving a stale "left a voicemail" on what is now a note.
  *
  * ## Who may write
  *
@@ -91,8 +107,9 @@ const draftFrom = (activity)=>{
  * so what reaches here has already passed the console's verdict.
  */ export function LogActivityDialog(props) {
     var _Aglyn_CRM_ACTIVITY_DIRECTIONS_draft_kind;
-    const { open, onClose, scope, link, activity, kind: presetKind } = props;
-    const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens } = scope;
+    const { open, onClose, scope, link, deal, activity, kind: presetKind } = props;
+    const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens, needsSite } = scope;
+    const { consentGroup, org } = scope;
     const { data: user } = useUser();
     const authorName = useUserName();
     const { enqueueSnackbar } = useSnackbar();
@@ -101,9 +118,27 @@ const draftFrom = (activity)=>{
     /*
    * Seeded on OPEN, not on mount: the dialog stays mounted between uses so
    * its state survives a close, and "log another call" must start from now
-   * rather than from the last call's timestamp.
-   */ useEffect(()=>{
-        if (open) setDraft(activity ? draftFrom(activity) : freshDraft(presetKind));
+   * rather than from the last call's timestamp. The record is read through a
+   * ref, because a deal is a live document and a colleague's save to it must
+   * not wipe what the reader has typed so far.
+   */ const openedOn = useRef({
+        link,
+        deal
+    });
+    useEffect(()=>{
+        openedOn.current = {
+            link,
+            deal
+        };
+    }, [
+        link,
+        deal
+    ]);
+    useEffect(()=>{
+        if (!open) return;
+        const seed = openedOn.current;
+        const primary = seed.deal ? Aglyn.dealPrimaryContactId(Aglyn.dealContactRolesOf(seed.deal)) : null;
+        setDraft(activity ? draftFrom(activity) : freshDraft(presetKind, crmActivityPicksFrom(seed.link, primary)));
     }, [
         open,
         activity,
@@ -114,21 +149,36 @@ const draftFrom = (activity)=>{
     const direction = Aglyn.crmActivityDirection(draft.kind, draft.direction);
     const atMs = fromLocalInput(draft.at);
     const body = draft.body.trim();
+    /*
+   * A lead's own log shows neither field: a lead is not a contact **Name**
+   * could hold, and in Salesforce's model too it names no What. A contact
+   * beside the lead means it converted, and the entry reads like any other.
+   */ const filedOn = activity != null ? activity : link;
+    const leadOnly = Boolean(filedOn.leadId) && !filedOn.contactId;
+    const { picks } = draft;
+    // An activity attached to nothing is a sentence nobody can find (AGL-2606).
+    const linked = leadOnly || Boolean(picks.contactId || picks.related);
     const duration = draft.durationMinutes.trim() ? Number(draft.durationMinutes) : null;
     const durationValid = duration === null || Number.isInteger(duration) && duration >= 0 && duration <= DURATION_MAX_MINUTES;
-    const canSave = Boolean(dataScope) && Boolean(user == null ? void 0 : user.uid) && // A NEW activity is stamped with a site's scope and provenance; at the
-    // organization level that is the picked site, and there is nothing to
-    // write until there is one (AGL-2630). An edit never touches either.
-    (Boolean(activity) || Boolean(hostId)) && body.length > 0 && atMs !== null && durationValid && !saving;
+    const canSave = Boolean(dataScope) && Boolean(user == null ? void 0 : user.uid) && // A NEW activity is stamped with a scope: the whole org where every site
+    // sees the CRM's records, else the picked site's — and in an org that
+    // keeps its sites apart there is nothing to write until one is picked
+    // (AGL-2630). An edit never touches either.
+    (Boolean(activity) || writeTokens.length > 0) && body.length > 0 && atMs !== null && durationValid && linked && !saving;
     const handleSave = useCallback(async ()=>{
         // Every guard the button reads, again — a callback can outlive the
         // render that disabled it.
-        if (!dataScope || !(user == null ? void 0 : user.uid) || !body || atMs === null || !durationValid) {
+        if (!dataScope || !(user == null ? void 0 : user.uid) || !body || atMs === null || !durationValid || !linked) {
             return;
         }
-        if (!activity && !hostId) return;
+        if (!activity && !writeTokens.length) return;
         setSaving(true);
         try {
+            const named = crmActivityLinkFromPicks(picks, filedOn.leadId);
+            const stamped = ()=>resolveCrmActivityCompany(named, {
+                    groupId: consentGroup == null ? void 0 : consentGroup.groupId,
+                    org
+                }, crmActivityClientReads(firestore, dataScope[1]));
             const said = {
                 kind: draft.kind,
                 body: body.slice(0, BODY_MAX),
@@ -137,7 +187,13 @@ const draftFrom = (activity)=>{
             const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : '';
             const durationMinutes = hasOutcome && duration !== null ? duration : null;
             if (activity) {
-                await updateDoc(doc(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities, activity.$id), _extends({}, said, {
+                var _relinked_contactId, _relinked_dealId, _relinked_companyId;
+                const relinked = crmActivityPicksEqual(picks, crmActivityPicksFrom(activity)) ? null : await stamped();
+                await updateDoc(doc(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities, activity.$id), _extends({}, said, relinked ? {
+                    contactId: (_relinked_contactId = relinked.contactId) != null ? _relinked_contactId : deleteField(),
+                    dealId: (_relinked_dealId = relinked.dealId) != null ? _relinked_dealId : deleteField(),
+                    companyId: (_relinked_companyId = relinked.companyId) != null ? _relinked_companyId : deleteField()
+                } : {}, {
                     // Cleared rather than left: a call turned into a note must not
                     // keep the call's outcome, and Firestore refuses `undefined`.
                     outcome: outcome ? outcome : deleteField(),
@@ -157,7 +213,7 @@ const draftFrom = (activity)=>{
          * Scoped to the tokens this viewer may list, as every activity
          * listener is, so the rules admit the aggregate for a scoped
          * member exactly as they admit the timeline.
-         */ const lead = Aglyn.crmActivityCeilingLink(link);
+         */ const lead = Aglyn.crmActivityCeilingLink(named);
                 if (lead) {
                     const logged = (await getCountFromServer(query(collection(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities), ...crmVisibleToClause(readTokens), where(lead.field, '==', lead.id)))).data().count;
                     if (!Aglyn.crmActivityLogHasRoom(logged)) {
@@ -168,21 +224,14 @@ const draftFrom = (activity)=>{
                         return;
                     }
                 }
+                const links = await stamped();
                 await addDoc(collection(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities), _extends({}, said, outcome ? {
                     outcome
                 } : {}, durationMinutes !== null ? {
                     durationMinutes
                 } : {}, direction ? {
                     direction
-                } : {}, link.contactId ? {
-                    contactId: link.contactId
-                } : {}, link.companyId ? {
-                    companyId: link.companyId
-                } : {}, link.dealId ? {
-                    dealId: link.dealId
-                } : {}, link.leadId ? {
-                    leadId: link.leadId
-                } : {}, {
+                } : {}, links, {
                     visibleTo: writeTokens,
                     hostId,
                     byUid: user.uid
@@ -221,7 +270,11 @@ const draftFrom = (activity)=>{
         activity,
         firestore,
         enqueueSnackbar,
-        link,
+        linked,
+        picks,
+        filedOn.leadId,
+        consentGroup,
+        org,
         readTokens,
         writeTokens,
         hostId,
@@ -247,7 +300,8 @@ const draftFrom = (activity)=>{
                     activity ? null : /*#__PURE__*/ _jsx(CrmSitePicker, {
                         hostId: mountedHostId,
                         disabled: saving,
-                        helperText: "The site this activity is logged from — it decides which of your sites may see it."
+                        optional: needsSite === false,
+                        helperText: needsSite === false ? undefined : 'The site this activity is logged from — it decides which of your sites may see it.'
                     }),
                     /*#__PURE__*/ _jsxs(Stack, {
                         direction: "row",
@@ -380,7 +434,17 @@ const draftFrom = (activity)=>{
                                 }
                             })
                         ]
-                    }) : null
+                    }) : null,
+                    leadOnly ? null : /*#__PURE__*/ _jsx(ActivityLinkFields, {
+                        scope: scope,
+                        picks: picks,
+                        onChange: (next)=>setDraft((prev)=>_extends({}, prev, {
+                                    picks: next
+                                })),
+                        link: link,
+                        deal: deal,
+                        disabled: saving
+                    })
                 ]
             }),
             /*#__PURE__*/ _jsxs(DialogActions, {

package/src/lib/components/log-activity-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/log-activity-dialog.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 { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport type { ActivityRecordLink, ActivityScope } from './activity-queries'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** The longest body a single activity stores — a call summary, not a document. */\nconst BODY_MAX = 4000\nconst OUTCOME_MAX = 200\nconst DURATION_MAX_MINUTES = 24 * 60\n\n/**\n * Epoch millis as the value a `datetime-local` input holds, in the LOCAL\n * zone — the input has no zone of its own, so an ISO string with a `Z`\n * would land the call an offset away from when it happened.\n */\nfunction toLocalInput(ms: number): string {\n  if (!Number.isFinite(ms)) return ''\n  const date = new Date(ms)\n  const pad = (value: number) => String(value).padStart(2, '0')\n  return (\n    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` +\n    `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`\n  )\n}\n\n/** The inverse: a `datetime-local` value parsed as local time, or `null`. */\nfunction fromLocalInput(value: string): number | null {\n  if (!value) return null\n  const ms = new Date(value).getTime()\n  return Number.isFinite(ms) ? ms : null\n}\n\ninterface Draft {\n  kind: CrmActivityKind\n  body: string\n  /** The `datetime-local` string, not millis — what the input holds. */\n  at: string\n  outcome: string\n  /** Free text until save, so a half-typed number does not snap to zero. */\n  durationMinutes: string\n  /**\n   * Which way a call or an email went (AGL-3517) — Salesforce's Call Type\n   * for a call — or `''` for not said. Kept across a kind change and\n   * written only when the kind takes it.\n   */\n  direction: string\n}\n\n/** The kind a new activity opens on when the caller names none. */\nconst DEFAULT_KIND: CrmActivityKind = 'call'\n\nconst freshDraft = (kind: CrmActivityKind = DEFAULT_KIND): Draft => ({\n  kind,\n  body: '',\n  at: toLocalInput(Date.now()),\n  outcome: '',\n  durationMinutes: '',\n  // Most logged calls and emails are the team's own.\n  direction: 'outbound',\n})\n\nconst draftFrom = (activity: CrmActivityRow): Draft => ({\n  kind: Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',\n  body: activity.body ?? '',\n  at: toLocalInput(activity.atMs),\n  outcome: activity.outcome ?? '',\n  durationMinutes:\n    typeof activity.durationMinutes === 'number'\n      ? String(activity.durationMinutes)\n      : '',\n  direction: Aglyn.crmActivityDirection(activity.kind, activity.direction) ?? '',\n})\n\nexport interface LogActivityDialogProps {\n  open: boolean\n  onClose: () => void\n  /** Where the activity is written, from `useActivityScope`. */\n  scope: ActivityScope\n  /**\n   * The record the activity is filed against, FIXED by the caller. A\n   * contact's page logs against that contact; the dialog offers no picker,\n   * because an activity logged from a record page is about that record and\n   * a picker would be a way to file it somewhere the reader is not looking.\n   */\n  link: ActivityRecordLink\n  /**\n   * When set, the dialog EDITS this activity rather than logging a new one.\n   * The link, the author and the scope stay what they were; only what was\n   * said, when, and how it went can change.\n   */\n  activity?: CrmActivityRow | null\n  /**\n   * What a NEW activity opens as (AGL-2661) — the click-to-call button\n   * opens the dialog already a call, so logging one is the button and a\n   * sentence rather than the button, the kind and a sentence. Ignored for\n   * an edit, whose kind is the activity's own.\n   */\n  kind?: CrmActivityKind\n}\n\n/**\n * Log a call, an email, a meeting, a note or something else against a\n * record (AGL-2600) — or correct one already logged.\n *\n * ## What is written\n *\n * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from\n * `crmScopeTokens`, so it lands in exactly the scope a contact captured on\n * this site would; `hostId` as provenance; `byUid` and `byName` for the\n * author, the name denormalized because a colleague reading the log cannot\n * resolve a uid (see `CrmActivity.byName`); `atMs` for when it HAPPENED,\n * which the reader picks and which defaults to now; and the timestamps.\n *\n * An edit rewrites only the fields the dialog shows. `visibleTo` is never\n * touched — the rules refuse a scoped member changing it, and widening a\n * record is an act for an org-wide member on the record itself — and neither\n * is the author or the link. A kind that stops taking an outcome takes the\n * outcome and the duration off the document rather than leaving a stale\n * \"left a voicemail\" on what is now a note.\n *\n * ## Who may write\n *\n * The rules admit any member who may write scoped org data, on create and\n * on update alike; they do not distinguish the author. The card that opens\n * this dialog for an edit checks the author itself (`useCanEditActivity`),\n * so what reaches here has already passed the console's verdict.\n */\nexport function LogActivityDialog(props: LogActivityDialogProps) {\n  const { open, onClose, scope, link, activity, kind: presetKind } = props\n  const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens } =\n    scope\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const { enqueueSnackbar } = useSnackbar()\n  const [draft, setDraft] = useState<Draft>(freshDraft)\n  const [saving, setSaving] = useState(false)\n\n  /*\n   * Seeded on OPEN, not on mount: the dialog stays mounted between uses so\n   * its state survives a close, and \"log another call\" must start from now\n   * rather than from the last call's timestamp.\n   */\n  useEffect(() => {\n    if (open) setDraft(activity ? draftFrom(activity) : freshDraft(presetKind))\n  }, [open, activity, presetKind])\n\n  const hasOutcome = Aglyn.activityKindHasOutcome(draft.kind)\n  const directions = Aglyn.CRM_ACTIVITY_DIRECTIONS[draft.kind] ?? []\n  const direction = Aglyn.crmActivityDirection(draft.kind, draft.direction)\n  const atMs = fromLocalInput(draft.at)\n  const body = draft.body.trim()\n  const duration = draft.durationMinutes.trim()\n    ? Number(draft.durationMinutes)\n    : null\n  const durationValid =\n    duration === null ||\n    (Number.isInteger(duration) &&\n      duration >= 0 &&\n      duration <= DURATION_MAX_MINUTES)\n  const canSave =\n    Boolean(dataScope) &&\n    Boolean(user?.uid) &&\n    // A NEW activity is stamped with a site's scope and provenance; at the\n    // organization level that is the picked site, and there is nothing to\n    // write until there is one (AGL-2630). An edit never touches either.\n    (Boolean(activity) || Boolean(hostId)) &&\n    body.length > 0 &&\n    atMs !== null &&\n    durationValid &&\n    !saving\n\n  const handleSave = useCallback(async () => {\n    // Every guard the button reads, again — a callback can outlive the\n    // render that disabled it.\n    if (!dataScope || !user?.uid || !body || atMs === null || !durationValid) {\n      return\n    }\n    if (!activity && !hostId) return\n    setSaving(true)\n    try {\n      const said = {\n        kind: draft.kind,\n        body: body.slice(0, BODY_MAX),\n        atMs,\n      }\n      const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : ''\n      const durationMinutes = hasOutcome && duration !== null ? duration : null\n      if (activity) {\n        await updateDoc(\n          doc(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n            activity.$id,\n          ),\n          {\n            ...said,\n            // Cleared rather than left: a call turned into a note must not\n            // keep the call's outcome, and Firestore refuses `undefined`.\n            outcome: outcome ? outcome : deleteField(),\n            direction: direction ?? deleteField(),\n            durationMinutes:\n              durationMinutes !== null ? durationMinutes : deleteField(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity updated', { variant: 'success', persist: false })\n      } else {\n        /*\n         * THE PER-RECORD CEILING (AGL-2611): one aggregate on the record\n         * this dialog is filing under, before the write — the same count\n         * the automation step and the REST create take, on the same link.\n         * Scoped to the tokens this viewer may list, as every activity\n         * listener is, so the rules admit the aggregate for a scoped\n         * member exactly as they admit the timeline.\n         */\n        const lead = Aglyn.crmActivityCeilingLink(link)\n        if (lead) {\n          const logged = (\n            await getCountFromServer(\n              query(\n                collection(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  Aglyn.CRM_COLLECTIONS.activities,\n                ),\n                ...crmVisibleToClause(readTokens),\n                where(lead.field, '==', lead.id),\n              ),\n            )\n          ).data().count\n          if (!Aglyn.crmActivityLogHasRoom(logged)) {\n            enqueueSnackbar(Aglyn.CRM_ACTIVITY_LOG_FULL_MESSAGE, {\n              variant: 'warning',\n              persist: false,\n            })\n            return\n          }\n        }\n        await addDoc(\n          collection(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n          ),\n          {\n            ...said,\n            ...(outcome ? { outcome } : {}),\n            ...(durationMinutes !== null ? { durationMinutes } : {}),\n            ...(direction ? { direction } : {}),\n            // Only the link the caller fixed. A key with no value is\n            // `undefined`, which Firestore refuses, so each is spread in\n            // rather than written blank.\n            ...(link.contactId ? { contactId: link.contactId } : {}),\n            ...(link.companyId ? { companyId: link.companyId } : {}),\n            ...(link.dealId ? { dealId: link.dealId } : {}),\n            ...(link.leadId ? { leadId: link.leadId } : {}),\n            visibleTo: writeTokens,\n            hostId,\n            byUid: user.uid,\n            // Absent rather than blank while the profile is still resolving:\n            // the row reads a stored name over anything else, and an empty\n            // string would be a name.\n            ...(authorName ? { byName: authorName } : {}),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity logged', { variant: 'success', persist: false })\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    dataScope,\n    user,\n    body,\n    atMs,\n    durationValid,\n    draft.kind,\n    draft.outcome,\n    direction,\n    hasOutcome,\n    duration,\n    activity,\n    firestore,\n    enqueueSnackbar,\n    link,\n    readTokens,\n    writeTokens,\n    hostId,\n    authorName,\n    onClose,\n  ])\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{activity ? 'Edit activity' : 'Log activity'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {/* Only for a new activity at the organization level — see `canSave`. */}\n        {activity ? null : (\n          <CrmSitePicker\n            hostId={mountedHostId}\n            disabled={saving}\n            helperText=\"The site this activity is logged from — it decides which of your sites may see it.\"\n          />\n        )}\n        <Stack direction=\"row\" spacing={1} sx={{ mt: 1 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Kind\"\n            value={draft.kind}\n            onChange={(event) =>\n              setDraft((prev) => ({\n                ...prev,\n                kind: Aglyn.isCrmActivityKind(event.target.value)\n                  ? event.target.value\n                  : prev.kind,\n              }))\n            }\n            sx={{ minWidth: 140 }}\n          >\n            {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n              <MenuItem key={kind} value={kind}>\n                {Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]}\n              </MenuItem>\n            ))}\n          </TextField>\n          {directions.length ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/log-activity-dialog.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 { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useRef, useState } from 'react'\nimport { crmActivityClientReads } from '../hooks/crm-activity-client-reads'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport {\n  crmActivityLinkFromPicks,\n  crmActivityPicksEqual,\n  crmActivityPicksFrom,\n  type CrmActivityPicks,\n  resolveCrmActivityCompany,\n} from '../model/crm-activity-link'\nimport { ActivityLinkFields } from './activity-link-fields'\nimport type { ActivityRecordLink, ActivityScope } from './activity-queries'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** The longest body a single activity stores — a call summary, not a document. */\nconst BODY_MAX = 4000\nconst OUTCOME_MAX = 200\nconst DURATION_MAX_MINUTES = 24 * 60\n\n/**\n * Epoch millis as the value a `datetime-local` input holds, in the LOCAL\n * zone — the input has no zone of its own, so an ISO string with a `Z`\n * would land the call an offset away from when it happened.\n */\nfunction toLocalInput(ms: number): string {\n  if (!Number.isFinite(ms)) return ''\n  const date = new Date(ms)\n  const pad = (value: number) => String(value).padStart(2, '0')\n  return (\n    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` +\n    `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`\n  )\n}\n\n/** The inverse: a `datetime-local` value parsed as local time, or `null`. */\nfunction fromLocalInput(value: string): number | null {\n  if (!value) return null\n  const ms = new Date(value).getTime()\n  return Number.isFinite(ms) ? ms : null\n}\n\ninterface Draft {\n  kind: CrmActivityKind\n  body: string\n  /** The `datetime-local` string, not millis — what the input holds. */\n  at: string\n  outcome: string\n  /** Free text until save, so a half-typed number does not snap to zero. */\n  durationMinutes: string\n  /**\n   * Which way a call or an email went (AGL-3517) — Salesforce's Call Type\n   * for a call — or `''` for not said. Kept across a kind change and\n   * written only when the kind takes it.\n   */\n  direction: string\n  /** **Name** and **Related To**, as the reader has left them. */\n  picks: CrmActivityPicks\n}\n\n/** The kind a new activity opens on when the caller names none. */\nconst DEFAULT_KIND: CrmActivityKind = 'call'\n\nconst freshDraft = (\n  kind: CrmActivityKind = DEFAULT_KIND,\n  picks: CrmActivityPicks = crmActivityPicksFrom({}),\n): Draft => ({\n  kind,\n  body: '',\n  at: toLocalInput(Date.now()),\n  outcome: '',\n  durationMinutes: '',\n  // Most logged calls and emails are the team's own.\n  direction: 'outbound',\n  picks,\n})\n\nconst draftFrom = (activity: CrmActivityRow): Draft => ({\n  kind: Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',\n  body: activity.body ?? '',\n  at: toLocalInput(activity.atMs),\n  outcome: activity.outcome ?? '',\n  durationMinutes:\n    typeof activity.durationMinutes === 'number'\n      ? String(activity.durationMinutes)\n      : '',\n  direction: Aglyn.crmActivityDirection(activity.kind, activity.direction) ?? '',\n  picks: crmActivityPicksFrom(activity),\n})\n\nexport interface LogActivityDialogProps {\n  open: boolean\n  onClose: () => void\n  /** Where the activity is written, from `useActivityScope`. */\n  scope: ActivityScope\n  /**\n   * The record the dialog was opened on, which prefills **Name** and\n   * **Related To** (AGL-4123). A lead's own log offers neither: the lead is\n   * the entry's only link until it converts.\n   */\n  link: ActivityRecordLink\n  /**\n   * The deal the dialog was opened on, as its page read it: **Name** opens on\n   * its Primary and its contact roles lead the list.\n   */\n  deal?: { contactId?: unknown; contactRoles?: unknown } | null\n  /**\n   * When set, the dialog EDITS this activity rather than logging a new one.\n   * The author and the scope stay what they were; what was said, when, how\n   * it went, and who and what it is about can change.\n   */\n  activity?: CrmActivityRow | null\n  /**\n   * What a NEW activity opens as (AGL-2661) — the click-to-call button\n   * opens the dialog already a call, so logging one is the button and a\n   * sentence rather than the button, the kind and a sentence. Ignored for\n   * an edit, whose kind is the activity's own.\n   */\n  kind?: CrmActivityKind\n}\n\n/**\n * Log a call, an email, a meeting, a note or something else against a\n * record (AGL-2600) — or correct one already logged.\n *\n * ## Who, what and which account\n *\n * **Name** and **Related To** are Salesforce's Who and What (AGL-4123), and\n * the company an entry rolls up to is stamped from them when it is saved —\n * `model/crm-activity-link.ts` has the rule, shared with every other writer.\n * The fields open on the record the dialog was opened from and the reader may\n * change them: an entry named for a deal shows on the deal, on the person's\n * timeline and on the company, whichever page it was logged from.\n *\n * ## What is written\n *\n * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from\n * `crmScopeTokens`, so it lands in exactly the scope a contact captured on\n * this site would; `hostId` as provenance; `byUid` and `byName` for the\n * author, the name denormalized because a colleague reading the log cannot\n * resolve a uid (see `CrmActivity.byName`); `atMs` for when it HAPPENED,\n * which the reader picks and which defaults to now; and the timestamps.\n *\n * An edit rewrites only the fields the dialog shows. `visibleTo` is never\n * touched — the rules refuse a scoped member changing it, and widening a\n * record is an act for an org-wide member on the record itself — and neither\n * is the author. The links are rewritten only when **Name** or **Related To**\n * changed, and then the company is worked out again, so an edit that corrects\n * a typo cannot move an entry off a timeline it was filed on. A kind that\n * stops taking an outcome takes the outcome and the duration off the document\n * rather than leaving a stale \"left a voicemail\" on what is now a note.\n *\n * ## Who may write\n *\n * The rules admit any member who may write scoped org data, on create and\n * on update alike; they do not distinguish the author. The card that opens\n * this dialog for an edit checks the author itself (`useCanEditActivity`),\n * so what reaches here has already passed the console's verdict.\n */\nexport function LogActivityDialog(props: LogActivityDialogProps) {\n  const { open, onClose, scope, link, deal, activity, kind: presetKind } = props\n  const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens, needsSite } =\n    scope\n  const { consentGroup, org } = scope\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const { enqueueSnackbar } = useSnackbar()\n  const [draft, setDraft] = useState<Draft>(freshDraft)\n  const [saving, setSaving] = useState(false)\n\n  /*\n   * Seeded on OPEN, not on mount: the dialog stays mounted between uses so\n   * its state survives a close, and \"log another call\" must start from now\n   * rather than from the last call's timestamp. The record is read through a\n   * ref, because a deal is a live document and a colleague's save to it must\n   * not wipe what the reader has typed so far.\n   */\n  const openedOn = useRef({ link, deal })\n  useEffect(() => {\n    openedOn.current = { link, deal }\n  }, [link, deal])\n  useEffect(() => {\n    if (!open) return\n    const seed = openedOn.current\n    const primary = seed.deal ? Aglyn.dealPrimaryContactId(Aglyn.dealContactRolesOf(seed.deal)) : null\n    setDraft(\n      activity\n        ? draftFrom(activity)\n        : freshDraft(presetKind, crmActivityPicksFrom(seed.link, primary)),\n    )\n  }, [open, activity, presetKind])\n\n  const hasOutcome = Aglyn.activityKindHasOutcome(draft.kind)\n  const directions = Aglyn.CRM_ACTIVITY_DIRECTIONS[draft.kind] ?? []\n  const direction = Aglyn.crmActivityDirection(draft.kind, draft.direction)\n  const atMs = fromLocalInput(draft.at)\n  const body = draft.body.trim()\n  /*\n   * A lead's own log shows neither field: a lead is not a contact **Name**\n   * could hold, and in Salesforce's model too it names no What. A contact\n   * beside the lead means it converted, and the entry reads like any other.\n   */\n  const filedOn = activity ?? link\n  const leadOnly = Boolean(filedOn.leadId) && !filedOn.contactId\n  const { picks } = draft\n  // An activity attached to nothing is a sentence nobody can find (AGL-2606).\n  const linked = leadOnly || Boolean(picks.contactId || picks.related)\n  const duration = draft.durationMinutes.trim()\n    ? Number(draft.durationMinutes)\n    : null\n  const durationValid =\n    duration === null ||\n    (Number.isInteger(duration) &&\n      duration >= 0 &&\n      duration <= DURATION_MAX_MINUTES)\n  const canSave =\n    Boolean(dataScope) &&\n    Boolean(user?.uid) &&\n    // A NEW activity is stamped with a scope: the whole org where every site\n    // sees the CRM's records, else the picked site's — and in an org that\n    // keeps its sites apart there is nothing to write until one is picked\n    // (AGL-2630). An edit never touches either.\n    (Boolean(activity) || writeTokens.length > 0) &&\n    body.length > 0 &&\n    atMs !== null &&\n    durationValid &&\n    linked &&\n    !saving\n\n  const handleSave = useCallback(async () => {\n    // Every guard the button reads, again — a callback can outlive the\n    // render that disabled it.\n    if (!dataScope || !user?.uid || !body || atMs === null || !durationValid || !linked) {\n      return\n    }\n    if (!activity && !writeTokens.length) return\n    setSaving(true)\n    try {\n      const named = crmActivityLinkFromPicks(picks, filedOn.leadId)\n      const stamped = () =>\n        resolveCrmActivityCompany(\n          named,\n          { groupId: consentGroup?.groupId, org },\n          crmActivityClientReads(firestore, dataScope[1]),\n        )\n      const said = {\n        kind: draft.kind,\n        body: body.slice(0, BODY_MAX),\n        atMs,\n      }\n      const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : ''\n      const durationMinutes = hasOutcome && duration !== null ? duration : null\n      if (activity) {\n        const relinked = crmActivityPicksEqual(picks, crmActivityPicksFrom(activity))\n          ? null\n          : await stamped()\n        await updateDoc(\n          doc(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n            activity.$id,\n          ),\n          {\n            ...said,\n            // Cleared rather than left: an entry moved off a deal must stop\n            // showing on it. A lead's own link is never the fields' to change.\n            ...(relinked\n              ? {\n                  contactId: relinked.contactId ?? deleteField(),\n                  dealId: relinked.dealId ?? deleteField(),\n                  companyId: relinked.companyId ?? deleteField(),\n                }\n              : {}),\n            // Cleared rather than left: a call turned into a note must not\n            // keep the call's outcome, and Firestore refuses `undefined`.\n            outcome: outcome ? outcome : deleteField(),\n            direction: direction ?? deleteField(),\n            durationMinutes:\n              durationMinutes !== null ? durationMinutes : deleteField(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity updated', { variant: 'success', persist: false })\n      } else {\n        /*\n         * THE PER-RECORD CEILING (AGL-2611): one aggregate on the record\n         * this dialog is filing under, before the write — the same count\n         * the automation step and the REST create take, on the same link.\n         * Scoped to the tokens this viewer may list, as every activity\n         * listener is, so the rules admit the aggregate for a scoped\n         * member exactly as they admit the timeline.\n         */\n        const lead = Aglyn.crmActivityCeilingLink(named)\n        if (lead) {\n          const logged = (\n            await getCountFromServer(\n              query(\n                collection(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  Aglyn.CRM_COLLECTIONS.activities,\n                ),\n                ...crmVisibleToClause(readTokens),\n                where(lead.field, '==', lead.id),\n              ),\n            )\n          ).data().count\n          if (!Aglyn.crmActivityLogHasRoom(logged)) {\n            enqueueSnackbar(Aglyn.CRM_ACTIVITY_LOG_FULL_MESSAGE, {\n              variant: 'warning',\n              persist: false,\n            })\n            return\n          }\n        }\n        const links = await stamped()\n        await addDoc(\n          collection(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n          ),\n          {\n            ...said,\n            ...(outcome ? { outcome } : {}),\n            ...(durationMinutes !== null ? { durationMinutes } : {}),\n            ...(direction ? { direction } : {}),\n            // Only the links it has: `stampCrmActivityCompany` leaves no blank\n            // key, and Firestore refuses `undefined`.\n            ...links,\n            visibleTo: writeTokens,\n            hostId,\n            byUid: user.uid,\n            // Absent rather than blank while the profile is still resolving:\n            // the row reads a stored name over anything else, and an empty\n            // string would be a name.\n            ...(authorName ? { byName: authorName } : {}),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity logged', { variant: 'success', persist: false })\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    dataScope,\n    user,\n    body,\n    atMs,\n    durationValid,\n    draft.kind,\n    draft.outcome,\n    direction,\n    hasOutcome,\n    duration,\n    activity,\n    firestore,\n    enqueueSnackbar,\n    linked,\n    picks,\n    filedOn.leadId,\n    consentGroup,\n    org,\n    readTokens,\n    writeTokens,\n    hostId,\n    authorName,\n    onClose,\n  ])\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{activity ? 'Edit activity' : 'Log activity'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {/* Only for a new activity at the organization level — see `canSave`. */}\n        {activity ? null : (\n          <CrmSitePicker\n            hostId={mountedHostId}\n            disabled={saving}\n            optional={needsSite === false}\n            helperText={\n              needsSite === false\n                ? undefined\n                : 'The site this activity is logged from — it decides which of your sites may see it.'\n            }\n          />\n        )}\n        <Stack direction=\"row\" spacing={1} sx={{ mt: 1 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Kind\"\n            value={draft.kind}\n            onChange={(event) =>\n              setDraft((prev) => ({\n                ...prev,\n                kind: Aglyn.isCrmActivityKind(event.target.value)\n                  ? event.target.value\n                  : prev.kind,\n              }))\n            }\n            sx={{ minWidth: 140 }}\n          >\n            {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n              <MenuItem key={kind} value={kind}>\n                {Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]}\n              </MenuItem>\n            ))}\n          </TextField>\n          {directions.length ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Direction\"\n              value={direction ?? ''}\n              onChange={(event) =>\n                setDraft((prev) => ({ ...prev, direction: String(event.target.value) }))\n              }\n              slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              sx={{ minWidth: 130 }}\n            >\n              <MenuItem value=\"\">{'Not said'}</MenuItem>\n              {directions.map((entry) => (\n                <MenuItem key={entry} value={entry}>\n                  {Aglyn.CRM_ACTIVITY_DIRECTION_LABELS[entry]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"When\"\n            type=\"datetime-local\"\n            value={draft.at}\n            onChange={(event) =>\n              setDraft((prev) => ({ ...prev, at: event.target.value }))\n            }\n            error={draft.at.length > 0 && atMs === null}\n            slotProps={{ inputLabel: { shrink: true } }}\n            sx={{ flex: 1 }}\n          />\n        </Stack>\n        <TextField\n          size=\"small\"\n          label=\"What happened\"\n          value={draft.body}\n          onChange={(event) =>\n            setDraft((prev) => ({ ...prev, body: event.target.value }))\n          }\n          multiline\n          minRows={3}\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: BODY_MAX } }}\n        />\n        {hasOutcome ? 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package/src/lib/components/new-contact-drawer.d.ts

@@ -2,6 +2,7 @@ import { type AglynOrgBilling, type AglynPostalAddress, type ContactLifecycleSta
 import type { OrgMemberOption } from './use-org-members';
 /** What the drawer hands back — already normalized where the route would. */
 export interface NewContactValues {
+    /** Normalized, or `''` for a person with no address yet (AGL-4122). */
     email: string;
     /** The name as typed, or the first and last names' composition when either was given. */
     name: string;
@@ -36,8 +37,9 @@ export interface NewContactDrawerProps {
     /**
      * The site the contact is being added from — what scopes the company list
      * and the controller the consent checkbox records a basis for. `null` at
-     * the organization level (AGL-2630), where the drawer asks which site
-     * with a picker and holds its submit until one is named.
+     * the organization level (AGL-2630), where the drawer asks which site with
+     * a picker. An org whose records belong to every site may leave it empty,
+     * and one that keeps them apart holds the submit until one is named.
      */
     hostId: string | null;
     /** The org document the shell passed, for the company picker's scope. */
@@ -65,7 +67,9 @@ export interface NewContactDrawerProps {
  * The two fields a person can mistype in a way the record cannot hold — the
  * email and the phone number — are checked before the request leaves, with
  * the same normalizers the route runs, so the refusal lands under the field
- * rather than as a sentence from the server. Everything else is the route's
+ * rather than as a sentence from the server. Neither is required: a contact
+ * needs a name, an email or a number, because the team works a deal with the
+ * person in front of them and the address can come later (AGL-4122). Everything else is the route's
  * to decide: whether the address already belongs to somebody (it merges),
  * whether the plan's band has room (it refuses, and its sentence is shown
  * above the form unchanged).

package/src/lib/components/new-contact-drawer.js

@@ -41,7 +41,9 @@ import { CrmPicklistSelect } from "./picklist-select.js";
  * The two fields a person can mistype in a way the record cannot hold — the
  * email and the phone number — are checked before the request leaves, with
  * the same normalizers the route runs, so the refusal lands under the field
- * rather than as a sentence from the server. Everything else is the route's
+ * rather than as a sentence from the server. Neither is required: a contact
+ * needs a name, an email or a number, because the team works a deal with the
+ * person in front of them and the address can come later (AGL-4122). Everything else is the route's
  * to decide: whether the address already belongs to somebody (it merges),
  * whether the plan's band has room (it refuses, and its sentence is shown
  * above the form unchanged).
@@ -71,7 +73,7 @@ import { CrmPicklistSelect } from "./picklist-select.js";
    * site's group, or at the organization level the picked site's — the one
    * the route will capture the contact under. `null` until a site is
    * picked, and the submit waits on it.
-   */ const { createHostId, createGroup, orgId } = useCrmScope({
+   */ const { createHostId, createGroup, createNeedsSite, orgId } = useCrmScope({
         hostId,
         org
     });
@@ -105,6 +107,7 @@ import { CrmPicklistSelect } from "./picklist-select.js";
     const [marketingConsent, setMarketingConsent] = useState(false);
     const [emailError, setEmailError] = useState('');
     const [phoneError, setPhoneError] = useState('');
+    const [identityError, setIdentityError] = useState('');
     /*
    * A fresh form on every opening. The drawer stays mounted behind the list
    * between uses, and a person typed and then abandoned must not reappear
@@ -130,24 +133,28 @@ import { CrmPicklistSelect } from "./picklist-select.js";
         setMarketingConsent(false);
         setEmailError('');
         setPhoneError('');
+        setIdentityError('');
     }, [
         open
     ]);
     const handleSubmit = ()=>{
         var _ref;
-        const normalizedEmail = normalizeContactEmail(email);
+        const trimmedEmail = email.trim();
+        const normalizedEmail = trimmedEmail ? normalizeContactEmail(trimmedEmail) : '';
         const trimmedPhone = phone.trim();
         const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : '';
-        setEmailError(normalizedEmail ? '' : 'Enter a valid email address.');
+        setEmailError(trimmedEmail && !normalizedEmail ? 'Enter a valid email address.' : '');
         setPhoneError(trimmedPhone && !normalizedPhone ? 'Enter it with its country code, like +1 512 555 0107.' : '');
         const trimmedMobile = mobilePhone.trim();
         const normalizedMobile = trimmedMobile ? normalizePhone(trimmedMobile) : '';
         setMobileError(trimmedMobile && !normalizedMobile ? 'Enter it with its country code, like +1 512 555 0107.' : '');
-        if (!normalizedEmail || trimmedPhone && !normalizedPhone || trimmedMobile && !normalizedMobile) {
+        const identified = Boolean(trimmedEmail || trimmedPhone || trimmedMobile || composedName || name.trim());
+        setIdentityError(identified ? '' : 'Enter a name, an email or a phone number.');
+        if (!identified || trimmedEmail && !normalizedEmail || trimmedPhone && !normalizedPhone || trimmedMobile && !normalizedMobile) {
             return;
         }
         onSubmit({
-            email: normalizedEmail,
+            email: normalizedEmail != null ? normalizedEmail : '',
             name: composedName || name.trim().slice(0, 120),
             salutation,
             firstName: firstName.trim(),
@@ -163,11 +170,12 @@ import { CrmPicklistSelect } from "./picklist-select.js";
             lifecycleStage,
             tags: parseContactTags(tags),
             address: normalizeAddress(address),
-            marketingConsent,
+            marketingConsent: marketingConsent && Boolean(normalizedEmail),
             disclosedConsentGroup: consentGroup ? consentGroupDisclosureKey(consentGroup) : null
         });
     };
     const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null;
+    const hasEmail = Boolean(email.trim());
     // While a first or last name is typed, the name is theirs (AGL-3515).
     const composedName = composeContactName(firstName, lastName);
     return /*#__PURE__*/ _jsx(NavigationDrawerComponent, {
@@ -226,10 +234,15 @@ import { CrmPicklistSelect } from "./picklist-select.js";
                         severity: "warning",
                         children: error
                     }) : null,
+                    identityError ? /*#__PURE__*/ _jsx(Alert, {
+                        severity: "warning",
+                        children: identityError
+                    }) : null,
                     /*#__PURE__*/ _jsx(CrmSitePicker, {
                         hostId: hostId,
+                        optional: !createNeedsSite,
                         disabled: Boolean(busy),
-                        helperText: "The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records."
+                        helperText: createNeedsSite ? 'The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.' : 'Where they came from, if anywhere. Every site in the organization can see them either way.'
                     }),
                     /*#__PURE__*/ _jsx(TextField, {
                         size: "small",
@@ -238,8 +251,7 @@ import { CrmPicklistSelect } from "./picklist-select.js";
                         value: email,
                         onChange: (event)=>setEmail(event.target.value),
                         error: Boolean(emailError),
-                        helperText: emailError || 'The one field that is required — it is what makes two captures one person.',
-                        required: true,
+                        helperText: emailError || 'Optional. You can add it later, and an address already on a contact merges into them.',
                         fullWidth: true,
                         autoFocus: true
                     }),
@@ -417,22 +429,22 @@ import { CrmPicklistSelect } from "./picklist-select.js";
                         children: [
                             /*#__PURE__*/ _jsx(FormControlLabel, {
                                 control: /*#__PURE__*/ _jsx(Checkbox, {
-                                    checked: marketingConsent,
+                                    checked: marketingConsent && hasEmail,
+                                    disabled: !hasEmail,
                                     onChange: (event)=>setMarketingConsent(event.target.checked)
                                 }),
                                 label: "This person opted in to marketing email"
                             }),
                             /*#__PURE__*/ _jsx(FormHelperText, {
-                                children: (disclosure ? `${disclosure} ` : '') + 'Tick it only if they agreed. Adding a contact is never itself consent.'
+                                children: !hasEmail ? 'Add an email first: there is nowhere to send marketing without one.' : (disclosure ? `${disclosure} ` : '') + (createHostId ? '' : 'With no source site, this records it on every site. ') + 'Tick it only if they agreed. Adding a contact is never itself consent.'
                             })
                         ]
                     }),
                     /*#__PURE__*/ _jsx(Button, {
                         variant: "contained",
                         color: "primary",
-                        // Held until the capturing site is known: the route resolves the
-                        // org from it and stamps the record with it.
-                        disabled: Boolean(busy) || !createHostId,
+                        // Held only where the site decides who may see the record.
+                        disabled: Boolean(busy) || createNeedsSite && !createHostId,
                         onClick: handleSubmit,
                         children: busy ? 'Adding…' : 'Add contact'
                     })