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

package/src/lib/components/contacts-section.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contacts-section.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  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_SOURCE_LABELS,\n  CRM_CONTACT_VIEW_FIELDS,\n  type CrmViewFilterClause,\n  crmContactCustomColumn,\n  crmViewFiltersFromSegment,\n  crmViewSegmentFilters,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { type ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { hiddenFilterVisibility } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport {\n  CONTACT_LEAD_SOURCE_COLUMN,\n  CONTACT_LIST_DECLARATION,\n  CONTACT_LIST_FILTER_FIELDS,\n  CONTACT_LIST_FILTER_HEADERS,\n  CONTACT_LIST_SORTS,\n  CONTACT_PREFIX_SEARCH,\n  contactClauseImpliesScope,\n  contactSoloClause,\n  contactCustomFilterFields,\n  contactCustomFilterHeaders,\n  contactQueryClause,\n} from '../constants/contact-filters'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport {\n  type ContactRecord,\n  contactPrimaryGroup,\n  contactRecordFromDoc,\n} from '../model/contact-record'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSharingRules } from '../hooks/use-crm-sharing'\nimport { crmShareChipLabel } from '../model/crm-sharing'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactsListSeed } from '../model/contacts-list-seed'\nimport { crmRoutes } from '../model/crm-routes'\nimport { CRM_CONTACTS_RESOURCE } from '../transfer/fields'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport ContactsBulkBar from './contacts-bulk-bar'\nimport { CrmListActions } from './crm-list-toolbar'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteDoc,\n  doc,\n  limit,\n  orderBy,\n  query,\n} from 'firebase/firestore'\nimport { useRouter, useSearchParams } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport RecentActivityFeed from './recent-activity-feed'\nimport {\n  CONTACT_FILTER_COLUMNS,\n  CONTACT_OPTIONAL_COLUMNS,\n  contactListColumns,\n} from './contact-list-columns'\nimport NewContactDrawer, { type NewContactValues } from './new-contact-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { useOrgMembers } from './use-org-members'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { contactCustomAmountReaders, customFieldColumns } from './contact-custom-columns'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useCompanyOptions } from './company-picker'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl, { type CrmViewPreset } from './crm-views-control'\nimport { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from './crm-suite-lock'\n\n/**\n * The shared labels, under the name this file has always called them.\n *\n * The map lives beside the `ContactSource` union so the dynamic-list rule\n * editor and this filter cannot disagree about what `order` is called.\n */\nconst SOURCE_LABELS = CONTACT_SOURCE_LABELS\n\n/**\n * The page sorts a column needs other than its cell's text (AGL-3680): the\n * stage by its place in the lifecycle, not its label's spelling.\n */\nconst CONTACT_PAGE_SORTS = {\n  lifecycleStage: (row: ContactRecord) =>\n    row.lifecycleStage ? CONTACT_LIFECYCLE_STAGES.indexOf(row.lifecycleStage) : null,\n}\n\n/**\n * What the list keeps out of sight until a view says otherwise: the\n * filter-only columns, which never show, and the optional columns\n * (AGL-2616), which start hidden and come back through the column menu or\n * a saved view's column list.\n */\nconst HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  ...hiddenFilterVisibility(CONTACT_LIST_FILTER_FIELDS, CONTACT_FILTER_COLUMNS),\n  ...Object.fromEntries(CONTACT_OPTIONAL_COLUMNS.map((field) => [field, false])),\n}\n\n/**\n * Why a refund found no contact to record itself against (AGL-2329).\n *\n * The three reasons `recordContactRefund` distinguishes, in the operator's\n * language rather than the writer's enum. They are not interchangeable: two\n * of them are things the merchant can act on and one is a deletion nothing\n * should undo, and collapsing them into \"unmatched\" would turn an actionable\n * fact into a statistic.\n */\nconst UNMATCHED_REFUND_REASON: Record<string, string> = {\n  'no-email': 'the order carried no email address',\n  'no-contact': 'no contact record matched the buyer',\n  'contact-deleted': 'the contact was deleted between the sale and the refund',\n}\n\n/**\n * Contacts CRM (AGL-198): the unified people list fed by AGL-197's\n * ingestion — search, source badges, a profile drawer with the\n * interaction timeline plus tags/notes editing, and CSV export. Part of\n * the CRM, included from Starter (AGL-2851); the contactsPerHost band\n * counts the records in it.\n */\n/**\n * Contacts CRM (AGL-109 → AGL-395): the unified contacts list, segments,\n * and profile drawer, owned by the contacts plugin and rendered by the\n * shell's generic plugin route. The shell applies the `release_crm`\n * gate (via the nav tab) and passes the resolved `org` doc for the\n * `contactsPerHost` quota check.\n *\n * Since AGL-2595 this is the `people` SECTION of the Contacts hub rather\n * than the whole page: `crm-console-page.tsx` routes to it, and the\n * companies, deals, tasks, reports and fields sections sit beside it. The\n * body is the v1 page unchanged, and it takes the shell's full prop bag so\n * nothing the v1 page read has to be threaded through the hub by name.\n */\nexport function ContactsPeopleSection(props: ConsolePluginPageProps) {\n  const { hostId, org, releaseFlag, basePath } = props\n  /*\n   * A row is a LINK now (AGL-2596): opening a person navigates to their own\n   * page rather than a drawer over the list, so the address can be pasted\n   * and every other CRM record can point at it. `basePath` is what the hub\n   * hands every section; the empty fallback only exists for a direct mount\n   * without the shell, where there is nowhere to navigate to anyway.\n   */\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  // Whether the audience overage on this page is actually INVOICED\n  // (AGL-1662), and whether that question has been answered yet.\n  //\n  // AGL-1604 stopped the usage cron putting `contactsOverageUsd` into\n  // `billedCents` while `release_crm` is off for the org; `db5ecdf2b`\n  // taught the console billing page's caption the same thing. This page's own\n  // alert still quoted the dollar figure with no flag check — and this is the\n  // surface a staff member reaches with the flag OFF, because the shell's\n  // `FeatureGate` admits them on `visible` (`released || isStaff`). Support\n  // then reads that number back to a customer whose invoice will not carry it.\n  //\n  // The shell resolves this from `released`, never `visible`: staff opening a\n  // page does not put a line on the customer's bill.\n  //\n  // Both default to the WITHHELD answer when the prop is absent, which only\n  // happens in a direct mount — the shell always supplies it for a surface\n  // with a nav-tab flag. A caller that has not resolved the verdict has not\n  // earned the right to quote a charge.\n  const contactsBilled = releaseFlag?.released ?? false\n  const releaseFlagsReady = releaseFlag?.ready ?? false\n  // Org-shared data root (AGL-237). Null until the org lookup settles\n  // (AGL-1061), and for a host with no owning org — the pre-migration host\n  // path this used to fall back to is gone (AGL-1050), so the CRM lists\n  // nothing rather than listing somewhere else. Resolved by the one scope\n  // hook (AGL-2614), which also answers for the organization-level mount\n  // (AGL-2630): there `hostId` is null, the org comes from the hub's mount,\n  // and the viewing group and the scope clause are both `null`.\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope: dataScope, orgId, consentGroup, visibleTo: visibleToTokens } = crmScope\n  /*\n   * THE CRM (AGL-2788). This list is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). The locks below — adding a person\n   * by hand, importing a file, a saved view, the owner, stage and company of\n   * a selection — draw only for an org whose plan lacks the CRM. The shell\n   * mounts this page only once the org has settled, so the plan read here\n   * is an answer.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n  // The org's site list, at the organization level only — what names the\n  // sites in the \"Known by\" column (AGL-2630).\n  const mount = useCrmOrgMount()\n  // The org's custom fields, for the optional columns below (AGL-2601).\n  const customFields = useContactFieldDefinitions(dataScope?.[1] ?? null)\n  // The org's lead source values, the Lead source filter's choices (AGL-3511).\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  /*==========================================\n   * THE CONTROLLER THIS PAGE IS SHOWING.\n   *\n   * A contact document is shared by every site in the org — one human who\n   * touched two sites is one row, which is the dedupe the shared address book\n   * exists for and the reason the org is billed once for them. Almost nothing\n   * ON that row is shared: the notes, tags, timeline and lifetime value are\n   * the holder's own business records, and while they lived at the top of the\n   * document every site in an agency's account could read every client's.\n   *\n   * So the page resolves the group it is being viewed as — the sites declared\n   * to be one sender, or this site alone — and reads that group's facet.\n   * Pure, from the org document the shell already passed, so it costs no\n   * read. `consentGroup` above is that group; at the ORGANIZATION level it\n   * is `null`, and each row is flattened through the person's own primary\n   * holder instead (`contactPrimaryGroup`), so an org-wide member reads the\n   * profile the first capturing site keeps — and the \"Known by\" column says\n   * which other sites hold one.\n   *=========================================*/\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n\n  /*\n   * WHAT THE LIST WAS OPENED FOR (AGL-2612).\n   *\n   * Two surfaces address this list with a question rather than a record: a\n   * form's own page (\"who came in through this form\") and an Inbox\n   * submission row (\"open the person with this address\"). Both arrive as\n   * query keys, parsed once into the same filter the grid's panel would\n   * produce, so the seeded query IS a typed query and nothing here is a\n   * second predicate.\n   */\n  const searchParams = useSearchParams()\n  const seed = useMemo(() => contactsListSeed(searchParams), [searchParams])\n  /*\n   * The seed as CLAUSES, in front of everything else (AGL-2617).\n   *\n   * A view holds a list of clauses in the grammar the grid's panel speaks,\n   * and the seed is two of them — the form's captures and the address, plus\n   * the source the form link names. They lead every state the list works\n   * from, whichever view is open, so the query serves the seed (it reaches\n   * the whole collection, as it did before views) and a view narrows what\n   * comes back. The controller keeps them out of what a view SAVES.\n   */\n  const seedFilters = useMemo<CrmViewFilterClause[]>(\n    () => [\n      ...(seed.filter ? [seed.filter] : []),\n      // A form's captures all came in through a form: the source beside it\n      // would ask a second array clause of the one query (AGL-3321).\n      ...(seed.source && !seed.formId\n        ? [{ field: CRM_CONTACT_VIEW_FIELDS.source, op: 'equals', value: seed.source }]\n        : []),\n    ],\n    [seed],\n  )\n  const viewInitial = useMemo(() => ({ filters: seedFilters }), [seedFilters])\n  const views = useCrmSavedView({\n    section: 'contacts',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n    initial: viewInitial,\n  })\n  /*\n   * The grammar this list speaks: the declared fields, and one field per\n   * custom contact field the org has defined — so a view can filter on\n   * \"plan is enterprise\" the way it filters on a stage.\n   */\n  const filterFields = useMemo(\n    () => [...CONTACT_LIST_FILTER_FIELDS, ...contactCustomFilterFields(customFields.active)],\n    [customFields.active],\n  )\n  const filterHeaders = useMemo(\n    () => ({\n      ...CONTACT_LIST_FILTER_HEADERS,\n      ...contactCustomFilterHeaders(customFields.active),\n    }),\n    [customFields.active],\n  )\n  /*\n   * EVERY CLAUSE AND THE SEARCH ON ONE QUERY (AGL-3321).\n   *\n   * Each stored clause is asked through the field its writers keep\n   * (`contactQueryClause`): a holder's owner, stage, source, company, tags,\n   * custom value or \"has bought\" as that holder's facet key, the verdict as\n   * `emailStatus`, the rest as stored. The query pages the list newest\n   * change first and carries all of it; what one query cannot hold is\n   * refused by name above the list, and nothing is matched over the rows a\n   * page happened to load. Under a site the scope clause is the query's one\n   * array clause — the search folds into it, and a facet or form clause\n   * stands in its place, for a reader whose access is not limited to\n   * particular sites.\n   */\n  const foldsScope = useCrmFoldsScope(orgId, visibleToTokens)\n  const groupId = consentGroup?.groupId ?? null\n  // A currency field's `=` is typed in major units (AGL-3756).\n  const amounts = useMemo(() => contactCustomAmountReaders(customFields.active), [customFields.active])\n  const asked = useMemo(\n    () =>\n      crmAskClauses(views.state.filters, (clause) =>\n        contactQueryClause(clause, { groupId, foldsScope, amounts }),\n      ),\n    [views.state.filters, groupId, foldsScope, amounts],\n  )\n  const impliesScope = useMemo(() => contactClauseImpliesScope(groupId), [groupId])\n  // The quick search is the grid's box, answered by the same query.\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  // The header order the view asks (AGL-3680), read before the query it orders.\n  const contactSort = useMemo(\n    () => crmViewQuerySort(CONTACT_LIST_SORTS, views.state.sort, CONTACT_LIST_SORTS[0]),\n    [views.state.sort],\n  )\n  const paged = useCrmListQuery<any>({\n    scope: dataScope,\n    collection: 'contacts',\n    visibleTo: visibleToTokens,\n    foldsScope,\n    declaration: CONTACT_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: searchWords,\n    impliesScope,\n    soloClause: contactSoloClause,\n    prefixSearch: CONTACT_PREFIX_SEARCH,\n    sort: contactSort.sort,\n  })\n  const contactDocs = paged.rows\n  const contactsStatus = paged.status\n  /*\n   * OPENED FOR ONE ADDRESS: move straight on to the record (AGL-2612).\n   *\n   * The Inbox links here with an email because a contact's id is minted at\n   * capture and nothing outside the CRM holds it; the list is the lookup.\n   * Once the seeded `email equals` query has answered with exactly one row,\n   * that row is the person and the list is a detour — `replace`, so Back\n   * returns to the Inbox rather than to this redirect. Nothing else\n   * navigates: no match leaves the filtered list on screen, which is the\n   * honest answer for a submission whose contact the band dropped, and a\n   * filter the reader has since changed is theirs.\n   */\n  const openedByEmail = useRef(false)\n  useEffect(() => {\n    if (openedByEmail.current || !seed.openEmail) return\n    if (contactsStatus !== 'success') return\n    const served = paged.plan.served.some(\n      (clause) => clause.field === 'email' && clause.op === 'equals' && clause.value === seed.openEmail,\n    )\n    if (!served) return\n    const only = contactDocs.length === 1 && !paged.hasMore ? contactDocs[0] : null\n    if (!only) return\n    openedByEmail.current = true\n    router.replace(routes.contact(String(only.$id)))\n  }, [seed.openEmail, contactsStatus, paged.plan, paged.hasMore, contactDocs, router, routes])\n  /**\n   * Every row, flattened through THIS group's facet.\n   *\n   * One projection rather than a facet read at each of the nine places that\n   * touch `tags`, `notes`, `name` or `interactions`: a surface that reads one\n   * of them off the top of the document is a surface showing another\n   * holder's records, and nine chances to forget is nine leaks.\n   *\n   * The canonical `name` is the fallback and the shared identity; a holder's\n   * own override wins, so one business renaming a person cannot change what\n   * an unrelated business sees.\n   */\n  const contacts: ContactRecord[] = useMemo(\n    () =>\n      contactDocs.map((row) =>\n        contactRecordFromDoc(\n          row,\n          consentGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n        ),\n      ),\n    [contactDocs, consentGroup, org],\n  )\n  /*\n   * The roster, for the Owner column — read only once a loaded row actually\n   * carries an owner. A list of people nobody has assigned never pays for\n   * the team list, and the create drawer asks for it in its own right.\n   */\n  const [createOpen, setCreateOpen] = useState(false)\n  /*\n   * The filter bar's pickers name people and companies, so the roster is\n   * also read once the reader has reached for a filter, or is looking at a\n   * view that names an owner or a company (AGL-2617).\n   */\n  const [filterOpened, setFilterOpened] = useState(false)\n  const namesFilter = views.state.filters.some(\n    (clause) =>\n      clause.field === CRM_CONTACT_VIEW_FIELDS.owner ||\n      clause.field === CRM_CONTACT_VIEW_FIELDS.company,\n  )\n  const members = useOrgMembers(orgId, {\n    enabled:\n      createOpen ||\n      filterOpened ||\n      namesFilter ||\n      contacts.some((contact) => Boolean(contact.ownerUid)),\n  })\n  /**\n   * The HEAD-COUNT, read as a server-side aggregate (AGL-1706).\n   *\n   * The list above reads a page at a time (AGL-3321) — nobody needs 40,000\n   * rows streamed into a table. What it must not do is answer \"how many\n   * contacts does this org have\", and it did when it was a `limit(1000)`\n   * window: `contacts.length` saturated at 1,000, which is *exactly* the smallest paid included band\n   * (`starter`). So `overageContacts = max(0, used − included)` was 0 on\n   * every stock plan and the alert below could not render at all.\n   *\n   * Worse than the dead alert, the same capped number fed the readout in the\n   * toolbar. An org with 40,000 contacts on Pro read \"1,000 contacts ·\n   * 10,000 included\" — a page whose job is telling a customer where they sit\n   * in their band, telling them they have room they do not have. The console\n   * billing page read the truth from `getCountFromServer` on this very\n   * collection, so the two surfaces disagreed about the same org's audience.\n   *\n   * THE LIST AND THE COUNT ARE DIFFERENT QUESTIONS and now have different\n   * answers: one aggregate read per mount, the same call\n   * `billing-usage.component.tsx` already makes against the same path.\n   *\n   * The counting RULE is untouched — `checkCrmRecordsQuota` is an\n   * entitlement input and the usage cron is what bills from it. Only this\n   * page's input stopped being a saturated one.\n   *\n   * THE BAND IS THE RECORDS BAND (AGL-2611): contacts, companies and deals\n   * together, so the alert below is fed the sum of three aggregates while\n   * the readout beside the toolbar keeps the people count — a workspace\n   * whose hundred records are ninety companies is told it holds ten\n   * contacts and that its band is full, which are both true. The three\n   * reads and the fallback rule live in `useCrmRecordsQuota`, shared with\n   * the company and deal drawers so every door on this hub refuses on the\n   * same number.\n   */\n  const records = useCrmRecordsQuota(dataScope, org, {\n    contactsFallback: contacts.length,\n  })\n  // Pending or denied, the listener length stands in. It can only UNDERSTATE\n  // (it is the same collection, capped), never overstate, so no alert this\n  // number gates can fire on a count larger than the truth.\n  const contactCount = records.contactsCount ?? contacts.length\n  // Records bands (AGL-890): a plan with an overage rate meters past the\n  // included count instead of blocking; a plan without one hard-bands\n  // (quota.allowed = false).\n  const quota = records.quota\n  // Signups whose CRM record was dropped at a hard band (AGL-891), Free's\n  // included: capture still fills that band on a plan without the CRM.\n  // Written by upsert-contact, host-scoped.\n  // Host-scoped, so absent at the organization level (AGL-2630): the\n  // counter is a fact about one site's capture, and summing thirty of them\n  // would be a figure about nothing in particular.\n  const { data: droppedCounter } = useFirestoreDoc<any>(\n    () => (hostId ? doc(firestore, 'hosts', hostId, 'counters', 'contactsDropped') : null),\n    [firestore, hostId],\n  )\n  const droppedTotal = Number(droppedCounter?.['total'] ?? 0)\n\n  /*==========================================\n   * REFUNDS THAT REACHED NO CONTACT (AGL-2329).\n   *\n   * `recordContactRefund` refuses to create a contact for a refund — a\n   * contact holding a refund and no purchase is a phantom record with\n   * negative lifetime value — and increments\n   * `hosts/{hostId}/counters/contactRefundsUnmatched` instead. Its own\n   * comment says the shape mirrors `contactsDropped` \"so an operator…\", and\n   * there the sentence stops: `contactsDropped` had this reader and the\n   * refund counter had none, so a refund that reached no contact record\n   * incremented a number nobody could see.\n   *\n   * It sits beside the dropped-signup alert because they are the same kind\n   * of fact — something that happened to this host's CRM and left no row —\n   * and an operator reconciling their contact list needs both or neither.\n   *=========================================*/\n  const { data: unmatchedRefundCounter } = useFirestoreDoc<any>(\n    () =>\n      hostId\n        ? doc(firestore, 'hosts', hostId, 'counters', 'contactRefundsUnmatched')\n        : null,\n    [firestore, hostId],\n  )\n  const unmatchedRefundTotal = Number(unmatchedRefundCounter?.['total'] ?? 0)\n  const unmatchedRefundReason = String(\n    unmatchedRefundCounter?.['lastReason'] ?? '',\n  )\n\n  // Saved segments (AGL-199): reusable audience filters.\n  const { data: segmentDocs } = useFirestoreCollection<any>(\n    () =>\n      dataScope\n        ? query(\n            collection(\n              firestore,\n              dataScope[0],\n              dataScope[1],\n              'contactSegments',\n            ),\n            // The first fifty by name — the menu's own order — rather than\n            // whichever fifty the ids happen to sort first.\n            orderBy('name'),\n            limit(50),\n          )\n        : null,\n    [firestore, dataScope],\n    { idField: '$id' },\n  )\n  const segments = useMemo(\n    () =>\n      [...(segmentDocs ?? [])].sort((a, b) =>\n        String(a.name ?? '').localeCompare(String(b.name ?? '')),\n      ),\n    [segmentDocs],\n  )\n  /*\n   * Every saved segment, offered in the views menu as a view (AGL-2617):\n   * choosing one puts its tag and source clauses on the filter bar. A\n   * segment can only have come FROM an org scope, so the delete is\n   * unreachable without one in practice — but the scope is nullable\n   * (AGL-1050) and an unguarded deref would be a crash rather than a no-op\n   * if that ever stopped being true.\n   */\n  const segmentPresets = useMemo<CrmViewPreset[]>(\n    () =>\n      segments.map((segment: any) => ({\n        id: String(segment.$id),\n        label: String(segment.name ?? ''),\n        filters: crmViewFiltersFromSegment({\n          tags: segment.tags ?? [],\n          sources: segment.sources ?? [],\n        }),\n        onRemove: dataScope\n          ? () =>\n              deleteDoc(\n                doc(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  'contactSegments',\n                  String(segment.$id),\n                ),\n              )\n          : undefined,\n      })),\n    [segments, dataScope, firestore],\n  )\n\n  const uid = user?.uid ?? ''\n  /*\n   * The choices the filter bar picks from. The companies are read only once\n   * the reader has reached for a filter or is looking at a view that names\n   * one — a read a list nobody is narrowing should not pay for, the same\n   * bargain the roster gets above. A stage and a source are fixed lists and\n   * cost nothing; a custom `select` field offers its own options.\n   */\n  const companies = useCompanyOptions({\n    hostId,\n    org,\n    enabled: filterOpened || namesFilter,\n  })\n  const filterOptions = useMemo<Record<string, readonly ListFilterOption[]>>(\n    () => ({\n      [CRM_CONTACT_VIEW_FIELDS.owner]: [\n        ...(uid ? [{ value: uid, label: 'Me' }] : []),\n        ...members.options\n          .filter((option) => option.uid !== uid)\n          .map((option) => ({ value: option.uid, label: Aglyn.crmMemberPickerLabel(option) })),\n      ],\n      [CRM_CONTACT_VIEW_FIELDS.stage]: CONTACT_LIFECYCLE_STAGES.map((stage) => ({\n        value: stage,\n        label: CONTACT_LIFECYCLE_STAGE_LABELS[stage],\n      })),\n      [CRM_CONTACT_VIEW_FIELDS.source]: Object.entries(SOURCE_LABELS).map(\n        ([value, label]) => ({ value, label }),\n      ),\n      [CRM_CONTACT_VIEW_FIELDS.company]: companies.options.map((company) => ({\n        value: company.id,\n        label: company.name,\n      })),\n      // Every value the org keeps, inactive ones marked, as the Leads list offers them.\n      [CONTACT_LEAD_SOURCE_COLUMN]: leadSourceList.picklist.values.map((value) => ({\n        value: value.label,\n        label: value.active ? value.label : `${value.label} (inactive)`,\n      })),\n      // The verdict on the address (AGL-3245): \"Email is bounced\".\n      emailState: Aglyn.EMAIL_STATE_STATUSES.map((status) => ({\n        value: status,\n        label: Aglyn.EMAIL_STATE_LABELS[status],\n      })),\n      ...Object.fromEntries(\n        customFields.active\n          .filter((definition) => definition.type === 'select' && definition.options?.length)\n          .map((definition) => [\n            crmContactCustomColumn(definition.key),\n            (definition.options ?? []).map((option) => ({ value: option, label: option })),\n          ]),\n      ),\n    }),\n    [uid, members.options, companies.options, customFields.active, leadSourceList.picklist],\n  )\n\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: filterFields,\n        headers: filterHeaders,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterFields, filterHeaders, filterOptions],\n  )\n\n  /* One row grammar, the console's (AGL-2501) — the same table everywhere. */\n  // The org's sharing rules, to name the rule behind a shared row (AGL-3336).\n  const sharingRules = useCrmSharingRules(org)\n  const contactColumns = useMemo(\n    () => [\n      ...contactListColumns({\n        memberName: members.memberName,\n        // \"Known by\", at the organization level only (AGL-2630).\n        siteName: mount ? mount.siteName : undefined,\n        shareChipLabel: (chip) => crmShareChipLabel(chip, sharingRules),\n      }),\n      // The org's custom fields as optional columns (AGL-2601).\n      ...customFieldColumns(customFields.active),\n    ],\n    [members.memberName, mount, customFields.active, sharingRules],\n  )\n  /*\n   * The grid's column and sort models are the VIEW'S (AGL-2617). The\n   * filter-only hidden columns — the declared fields that are not table\n   * columns, never the custom ones, which are shown — stay hidden whatever\n   * a view says, so a saved arrangement cannot unhide a strip of blank\n   * cells.\n   */\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). The picked fields — owner, stage, source, company, email\n   * verdict, a custom select — are select columns over the same choices the\n   * chips name them by; the rest keep the operators the grammar declares.\n   */\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(contactColumns, filterFields, filterOptions, filterHeaders),\n    [contactColumns, filterFields, filterOptions, filterHeaders],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: views.state.filters,\n    onChange: views.setFilters,\n    selectFields: Object.keys(filterOptions),\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  const grid = useCrmViewGrid(views, filterColumns, HIDDEN_COLUMNS)\n  /*\n   * EVERY HEADER SORTS (AGL-3680): the stored ones on the query\n   * (`CONTACT_LIST_SORTS`), the holder's facet values and the joined names\n   * over the page, saying so — the stage by its place in the lifecycle.\n   */\n  const columnSort = useCrmColumnSort<ContactRecord>({\n    views,\n    sorts: CONTACT_LIST_SORTS,\n    defaultSort: CONTACT_LIST_SORTS[0],\n    asked: contactSort,\n    orderBy: paged.plan.orderBy,\n    rows: contacts,\n    columns: grid.columns,\n    pageSorts: CONTACT_PAGE_SORTS,\n  })\n\n  /*\n   * A SEGMENT IS A VIEW'S TAG AND SOURCE CLAUSES, kept where a campaign\n   * can reach them (AGL-2617).\n   *\n   * The segment stays: it is what a campaign audience and a dynamic list\n   * resolve, and `contactMatchesSegment` is the one predicate both the\n   * console and the sender read. What changed is where it comes from — the\n   * filter bar's tag and source clauses, read back through\n   * `crmViewSegmentFilters`, so \"Save as segment\" is offered exactly when\n   * the working filters hold something a segment can hold. Each saved\n   * segment is offered in the views menu as a preset, and applying one\n   * puts its clauses on the bar, where they can be narrowed further and\n   * saved as a view.\n   */\n  const segmentFilters = useMemo(\n    () => crmViewSegmentFilters(views.state.filters),\n    [views.state.filters],\n  )\n  const [segmentName, setSegmentName] = useState<string | null>(null)\n  const handleSaveSegment = useCallback(async () => {\n    const name = (segmentName ?? '').trim().slice(0, 60)\n    // No org, no place to put it (AGL-1050). The button is disabled in\n    // this state; the guard is here so the callback cannot outlive it.\n    if (!name || !segmentFilters || !dataScope) return\n    setSegmentName(null)\n    try {\n      await addDoc(\n        collection(firestore, dataScope[0], dataScope[1], 'contactSegments'),\n        {\n          name,\n          tags: segmentFilters.tags ?? [],\n          sources: segmentFilters.sources ?? [],\n          // `contactSegments` is in SCOPED_COLLECTIONS and was the one\n          // member of it with no `array-contains-any` reader and no rules\n          // `hasAny` — the rules gate it on `isOrgWideMember()` and\n          // `campaign-send` checks it with `visibleToHost`, which passes on\n          // a missing field. So nothing broke, which is precisely why this\n          // went unnoticed (AGL-1478): a collection listed as scoped that\n          // nothing enforces is a trap set for whoever wires up the first\n          // scoped read, and they would inherit every segment ever saved\n          // already broken. Stamped at creation instead, like its siblings.\n          //\n          // Org-wide, unconditionally: `useOrgDataScope` resolves to\n          // `['orgs', orgId]` or to null, AGL-1061 having removed the\n          // `hosts/{hostId}` branch after counting zero documents there.\n          // A segment is a saved filter over org contacts, so it is exactly\n          // as visible as they are.\n          ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n          createdAt: new Date(),\n        },\n      )\n      enqueueSnackbar(\n        `Segment \"${name}\" saved — usable as a campaign audience`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [segmentName, segmentFilters, firestore, dataScope, enqueueSnackbar])\n\n  /** The rows ticked for a bulk action (AGL-2603); the bar above the table acts on them. */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A filter, a search or a page is a different set of rows; a selection\n  // made on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [paged.plan, paged.page])\n  /*==========================================\n   * ADDING ONE PERSON BY HAND (AGL-2596).\n   *\n   * Through the plugin's server route rather than a client write, because\n   * creating a contact is the one act on this surface the rules cannot fully\n   * judge: the dedupe against every holder's rows is a lookup the capturing\n   * site may not read, and the audience band is a count the browser cannot\n   * take. The route answers `{ contactId, created }`; a merge onto somebody\n   * already in the address book is not an error, and the page says which\n   * happened before it opens the record.\n   *=========================================*/\n  // The site the route resolves the org from and stamps the record with: the\n  // mounted site, or at the organization level the one the drawer's picker\n  // named (AGL-2630) — the drawer holds its submit until it is known.\n  const crmApi = useCrmApi(crmScope.createHostId)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewContactValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('contacts-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          // Salesforce's standard fields (AGL-3515), each only when given.\n          ...(values.salutation ? { salutation: values.salutation } : {}),\n          ...(values.firstName ? { firstName: values.firstName } : {}),\n          ...(values.lastName ? { lastName: values.lastName } : {}),\n          ...(values.mobilePhone ? { mobilePhone: values.mobilePhone } : {}),\n          ...(values.department ? { department: values.department } : {}),\n          ...(values.doNotCall ? { doNotCall: true } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.companyName ? { companyName: values.companyName } : {}),\n          ...(values.companyId ? { companyId: values.companyId } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.lifecycleStage\n            ? { lifecycleStage: values.lifecycleStage }\n            : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          marketingConsent: values.marketingConsent,\n          ...(values.marketingConsent && values.disclosedConsentGroup\n            ? { disclosedConsentGroup: values.disclosedConsentGroup }\n            : {}),\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged: the\n          // band refusal is the list's wording, and a field refusal names\n          // the field.\n          setCreateError(\n            String(payload['error'] ?? 'The contact could not be added.'),\n          )\n          return\n        }\n        const contactId = String(payload['contactId'] ?? '')\n        // The activity entry is the route's (AGL-2622): it verified the\n        // caller and performed the write, so it is the one writer that\n        // cannot record an add that did not happen — and a second entry\n        // from here would put two rows on one act.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Contact added'\n            : 'Already a contact — what you entered was merged into their record',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n        if (contactId) router.push(routes.contact(contactId))\n      } catch (error) {\n        console.error(error)\n        setCreateError('The contact could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar, router, routes],\n  )\n\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3527).\n  const exportFilter = useMemo(\n    () =>\n      paged.plan.served.length || paged.plan.searched\n        ? { label: 'what the list shows', plan: paged.plan }\n        : null,\n    [paged.plan],\n  )\n\n  return (\n    <>\n      {/*\n        The list card ends at its pager; the team's recent activity is a\n        card of its own under it, drawn only once there is some.\n      */}\n      <Stack spacing={3}>\n        <CardDisplay\n          header={'Contacts'}\n          help={pluginDocsHelp('contacts', { anchor: '#the-contacts-page' })}\n          contentGutterX\n          contentGutterY\n          HeaderProps={{\n            // The record actions, top right and never clipped (AGL-3311).\n            action: (\n              <CrmListActions>\n                {suiteIncluded ? (\n                  <CrmImportButton resource={CRM_CONTACTS_RESOURCE} noun=\"contacts\" hostId={hostId} mappingZone=\"contacts\" />\n                ) : (\n                  <CrmSuiteLockedButton>{'Import'}</CrmSuiteLockedButton>\n                )}\n                <CrmExportButton resource={CRM_CONTACTS_RESOURCE} hostId={hostId} filter={exportFilter} />\n                {/* A button that opens a drawer — never a create form above the\n                    list. Disabled until the org has resolved, because the route\n                    resolves the org from the site and a click before that has\n                    nowhere to write. */}\n                {suiteIncluded ? (\n                  <Button\n                    size=\"small\"\n                    variant=\"contained\"\n                    color=\"primary\"\n                    disabled={!dataScope}\n                    onClick={() => {\n                      setCreateError(null)\n                      setCreateOpen(true)\n                    }}\n                  >\n                    {'New contact'}\n                  </Button>\n                ) : (\n                  <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                    {'New contact'}\n                  </CrmSuiteLockedButton>\n                )}\n              </CrmListActions>\n            ),\n          }}\n        >\n          <Stack spacing={2}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {/* The org's audience, not the page's row count (AGL-1706) —\n                  two different numbers since the list stopped reading the\n                  whole collection. */}\n              {`${contactCount.toLocaleString()} contacts · ${\n                Number.isFinite(quota.included)\n                  ? `${quota.used.toLocaleString()} of ${quota.included.toLocaleString()} CRM records`\n                  : `${quota.used.toLocaleString()} CRM records`\n              }`}\n            </Typography>\n            {suiteIncluded ? null : (\n              <CrmSuiteNotice>\n                {'Contacts arrive here on their own from your forms, sign-ups, ' +\n                  'orders and bookings. Adding one by hand, importing a CSV, ' +\n                  \"saved views, and a contact's owner, stage and company are \" +\n                  'part of the CRM.'}\n              </CrmSuiteNotice>\n            )}\n            {/*\n              The view this list is showing, and the clauses narrowing it\n              (AGL-2617). The control names the view and holds everything a\n              reader does to one; the bar holds the clauses, the seed's\n              included, every one of them on the query. Segments are\n              offered in the control's menu and saved from it.\n            */}\n            <Stack spacing={1}>\n              <CrmViewsControl\n                controller={views}\n                allLabel=\"All contacts\"\n                suiteLocked={!suiteIncluded}\n                presets={segmentPresets}\n                onSaveAsSegment={\n                  segmentFilters && dataScope ? () => setSegmentName('') : null\n                }\n              />\n              <ListFilterChips\n                fields={filterFields}\n                headers={filterHeaders}\n                clauses={views.state.filters}\n                onChange={views.setFilters}\n                options={filterOptions}\n                marksServed={false}\n              />\n            </Stack>\n            {!quota.allowed ? (\n              <Alert severity=\"warning\">\n                {'CRM records limit reached — new visitors are no longer ' +\n                  'captured' +\n                  (droppedTotal > 0\n                    ? ` (${droppedTotal.toLocaleString()} missed so far)`\n                    : '') +\n                  '. Upgrade in Billing to keep collecting.'}\n              </Alert>\n            ) : quota.overageRecords > 0 &&\n              quota.overageRateUsd != null &&\n              // No claim about money until the verdict that decides it has\n              // settled (AGL-1662). Before Remote Config activation the flag\n              // reads its registry default, which is no org's verdict, so an\n              // ungated alert could assert the wrong wording for one paint.\n              releaseFlagsReady ? (\n              <Alert severity=\"info\">\n                {contactsBilled\n                  ? // Same sentence as the billing page's caption, and the same\n                    // basis (AGL-2399): the count here is LIVE, the invoice\n                    // charges the last reading before the month closes, so the\n                    // dollar figure is a projection until the month ends. Staff\n                    // and customer must not read different sentences about the\n                    // same org's money — that applies to WHEN it is measured as\n                    // much as to how much.\n                    `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                    `your plan's included ${quota.included.toLocaleString()} — ` +\n                    `metered at $${quota.overageRateUsd}/1,000 per month ` +\n                    `(≈$${quota.overageMonthlyUsd.toFixed(2)} if your list ends ` +\n                    'the month at this size). ' +\n                    'Upgrade in Billing for a larger included audience.'\n                  : // The wording `db5ecdf2b` put on the billing page, which is\n                    // itself the wording `1a2aed5cb` published to\n                    // `billing-and-plans/overview.md` (AGL-1601/1603). Staff and\n                    // customer must not read different sentences about the same\n                    // org's money.\n                    //\n                    // THE COUNT STAYS, THE TOTAL GOES: the head-count is real —\n                    // ingestion captured those records — and is not a claim\n                    // about money. The upgrade nudge goes with the total, since\n                    // it prompts a purchase premised on a charge that is not\n                    // happening.\n                    `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                    `your plan's included ${quota.included.toLocaleString()} — ` +\n                    'not billed while the CRM is unavailable. ' +\n                    `The $${quota.overageRateUsd}/1,000 rate applies once ` +\n                    'Contacts opens.'}\n              </Alert>\n            ) : droppedTotal > 0 ? (\n              <Alert severity=\"info\">\n                {`${droppedTotal.toLocaleString()} earlier visitor${\n                  droppedTotal === 1 ? ' was' : 's were'\n                } not captured while your CRM records band was full.`}\n              </Alert>\n            ) : null}\n            {/*\n              Unlike the band alert above, this one is NOT exclusive with the\n              others: a host can be over its band AND have refunds that landed\n              nowhere, and the two have different remedies. Chaining it into the\n              same ternary would hide whichever fact came second.\n            */}\n            {unmatchedRefundTotal > 0 ? (\n              <Alert severity=\"warning\">\n                {`${unmatchedRefundTotal.toLocaleString()} refund${\n                  unmatchedRefundTotal === 1 ? '' : 's'\n                } could not be recorded against a contact${\n                  UNMATCHED_REFUND_REASON[unmatchedRefundReason]\n                    ? ` — most recently because ${UNMATCHED_REFUND_REASON[unmatchedRefundReason]}`\n                    : ''\n                }. The money moved; the customer's timeline does not show it.`}\n              </Alert>\n            ) : null}\n            <ListQueryNotices\n              refused={refused}\n              notices={[...paged.plan.notices, ...columnSort.notices]}\n            />\n            {contacts.length === 0 &&\n            !views.state.filters.length &&\n            !searchWords.some((word) => word.trim()) ? (\n              <EmptyStateComponent\n                label={contactsStatus === 'loading' ? 'Loading contacts…' : 'No contacts yet'}\n                description={\n                  contactsStatus === 'loading'\n                    ? undefined\n                    : suiteIncluded\n                      ? 'Form submissions, member sign-ups, orders and bookings become contacts on their own; add one by hand or bring a list in from a CSV.'\n                      : 'Form submissions, member sign-ups, orders and bookings become contacts on their own.'\n                }\n                action={\n                  contactsStatus === 'loading' ? undefined : !suiteIncluded ? (\n                    <Stack direction=\"row\" spacing={1}>\n                      <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                        {'New contact'}\n                      </CrmSuiteLockedButton>\n                      <CrmSuiteLockedButton>{'Import'}</CrmSuiteLockedButton>\n                    </Stack>\n                  ) : (\n                    <Stack direction=\"row\" spacing={1}>\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        disabled={!dataScope}\n                        onClick={() => {\n                          setCreateError(null)\n                          setCreateOpen(true)\n                        }}\n                      >\n                        {'New contact'}\n                      </Button>\n                      <CrmImportButton resource={CRM_CONTACTS_RESOURCE} noun=\"contacts\" hostId={hostId} mappingZone=\"contacts\" />\n                    </Stack>\n                  )\n                }\n              />\n            ) : (\n              <>\n                <ContactsBulkBar hostId={hostId} org={org} scope={dataScope} consentGroup={consentGroup} rows={contacts} selected={selectedIds} onSelectedChange={setSelectedIds} suiteLocked={!suiteIncluded} />\n                <CrmColumnOrderProvider value={grid.columnOrder}>\n                  <ListTable\n                    rows={columnSort.rows}\n                    columnSort={columnSort}\n                    columns={grid.columns}\n                    slots={CRM_LIST_SLOTS}\n                    selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                    onOpen={(id) => router.push(routes.contact(id))}\n                    /*\n                     * The grid's Filters panel and quick search edit the view's\n                     * clauses; the list's query answers them (AGL-3321), so the\n                     * grid must not filter again itself. Opening the panel is\n                     * what reads the roster and the companies its pickers name.\n                     * Columns are the view's, controlled so a saved arrangement\n                     * is what the grid shows. The headers sort through\n                     * `columnSort` (AGL-3680): a stored column re-asks the\n                     * query, any other sorts the page and says so.\n                     */\n                    filterMode=\"server\"\n                    filterModel={gridFilter.filterModel}\n                    onFilterModelChange={gridFilter.onFilterModelChange}\n                    quickFilter\n                    onPreferencePanelOpen={() => setFilterOpened(true)}\n                    // A filter that matched nothing is said inside the grid,\n                    // so the toolbar that set it stays to change it.\n                    noRowsLabel={\n                      contactsStatus === 'loading' ? 'Loading…' : 'No contacts match these filters'\n                    }\n                    columnVisibilityModel={grid.columnVisibilityModel}\n                    onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                    loading={contactsStatus === 'loading'}\n                    // Paged by the footer below, so the grid must not also slice.\n                    hideFooter\n                  />\n                </CrmColumnOrderProvider>\n                <ListPagination\n                  page={paged.page}\n                  pageSize={paged.pageSize}\n                  rowCount={contacts.length}\n                  hasMore={paged.hasMore}\n                  onPageChange={paged.setPage}\n                  onPageSizeChange={paged.setPageSize}\n                />\n              </>\n            )}\n          </Stack>\n        </CardDisplay>\n        <RecentActivityFeed hostId={hostId} org={org} basePath={props.basePath} />\n      </Stack>\n      {/*\n        Naming a segment is a dialog, never a form above the list. Open\n        while the name is a string; `null` is closed.\n       */}\n      <Dialog\n        open={segmentName !== null}\n        onClose={() => setSegmentName(null)}\n        maxWidth=\"xs\"\n        fullWidth\n      >\n        <DialogTitle>{'Save as segment'}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={2} sx={{ pt: 1 }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'The tag and source filters, kept as a segment an email campaign or a dynamic list can send to. The other filters stay on this view only.'}\n            </Typography>\n            <TextField\n              autoFocus\n              size=\"small\"\n              label=\"Segment name\"\n              value={segmentName ?? ''}\n              onChange={(event) => setSegmentName(event.target.value.slice(0, 60))}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') {\n                  event.preventDefault()\n                  void handleSaveSegment()\n                }\n              }}\n              slotProps={{ htmlInput: { maxLength: 60 } }}\n            />\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setSegmentName(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={!(segmentName ?? '').trim() || !dataScope}\n            onClick={() => void handleSaveSegment()}\n          >\n            {'Save segment'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n      {/*\n        Mounted only while open, so a page that never reaches for it never\n        renders a drawer's chrome, and every opening starts from a blank form.\n       */}\n      {createOpen ? (\n        <NewContactDrawer\n          open\n          onClose={() => setCreateOpen(false)}\n          hostId={hostId}\n          org={org}\n          busy={createBusy}\n          error={createError}\n          owners={members.options}\n          ownersReady={members.ready}\n          onSubmit={(values) => void handleCreate(values)}\n        />\n      ) : null}\n    </>\n  )\n}\nContactsPeopleSection.displayName = 'ContactsPeopleSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contacts-section.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  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_SOURCE_LABELS,\n  CRM_CONTACT_VIEW_FIELDS,\n  type CrmViewFilterClause,\n  crmContactCustomColumn,\n  crmViewFiltersFromSegment,\n  crmViewSegmentFilters,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { type ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { hiddenFilterVisibility } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport {\n  CONTACT_LEAD_SOURCE_COLUMN,\n  CONTACT_LIST_DECLARATION,\n  CONTACT_LIST_FILTER_FIELDS,\n  CONTACT_LIST_FILTER_HEADERS,\n  CONTACT_LIST_SORTS,\n  CONTACT_PREFIX_SEARCH,\n  contactClauseImpliesScope,\n  contactSoloClause,\n  contactCustomFilterFields,\n  contactCustomFilterHeaders,\n  contactQueryClause,\n} from '../constants/contact-filters'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport {\n  type ContactRecord,\n  contactPrimaryGroup,\n  contactRecordFromDoc,\n} from '../model/contact-record'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSharingRules } from '../hooks/use-crm-sharing'\nimport { crmShareChipLabel } from '../model/crm-sharing'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactsListSeed } from '../model/contacts-list-seed'\nimport { crmRoutes } from '../model/crm-routes'\nimport { CRM_CONTACTS_RESOURCE } from '../transfer/fields'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport ContactsBulkBar from './contacts-bulk-bar'\nimport { CrmListActions } from './crm-list-toolbar'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteDoc,\n  doc,\n  limit,\n  orderBy,\n  query,\n} from 'firebase/firestore'\nimport { useRouter, useSearchParams } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport RecentActivityFeed from './recent-activity-feed'\nimport {\n  CONTACT_FILTER_COLUMNS,\n  CONTACT_OPTIONAL_COLUMNS,\n  contactListColumns,\n} from './contact-list-columns'\nimport NewContactDrawer, { type NewContactValues } from './new-contact-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { useOrgMembers } from './use-org-members'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { contactCustomAmountReaders, customFieldColumns } from './contact-custom-columns'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useCompanyOptions } from './company-picker'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl, { type CrmViewPreset } from './crm-views-control'\nimport { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from './crm-suite-lock'\n\n/**\n * The shared labels, under the name this file has always called them.\n *\n * The map lives beside the `ContactSource` union so the dynamic-list rule\n * editor and this filter cannot disagree about what `order` is called.\n */\nconst SOURCE_LABELS = CONTACT_SOURCE_LABELS\n\n/**\n * The page sorts a column needs other than its cell's text (AGL-3680): the\n * stage by its place in the lifecycle, not its label's spelling.\n */\nconst CONTACT_PAGE_SORTS = {\n  lifecycleStage: (row: ContactRecord) =>\n    row.lifecycleStage ? CONTACT_LIFECYCLE_STAGES.indexOf(row.lifecycleStage) : null,\n}\n\n/**\n * What the list keeps out of sight until a view says otherwise: the\n * filter-only columns, which never show, and the optional columns\n * (AGL-2616), which start hidden and come back through the column menu or\n * a saved view's column list.\n */\nconst HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  ...hiddenFilterVisibility(CONTACT_LIST_FILTER_FIELDS, CONTACT_FILTER_COLUMNS),\n  ...Object.fromEntries(CONTACT_OPTIONAL_COLUMNS.map((field) => [field, false])),\n}\n\n/**\n * Why a refund found no contact to record itself against (AGL-2329).\n *\n * The three reasons `recordContactRefund` distinguishes, in the operator's\n * language rather than the writer's enum. They are not interchangeable: two\n * of them are things the merchant can act on and one is a deletion nothing\n * should undo, and collapsing them into \"unmatched\" would turn an actionable\n * fact into a statistic.\n */\nconst UNMATCHED_REFUND_REASON: Record<string, string> = {\n  'no-email': 'the order carried no email address',\n  'no-contact': 'no contact record matched the buyer',\n  'contact-deleted': 'the contact was deleted between the sale and the refund',\n}\n\n/**\n * Contacts CRM (AGL-198): the unified people list fed by AGL-197's\n * ingestion — search, source badges, a profile drawer with the\n * interaction timeline plus tags/notes editing, and CSV export. Part of\n * the CRM, included from Starter (AGL-2851); the contactsPerHost band\n * counts the records in it.\n */\n/**\n * Contacts CRM (AGL-109 → AGL-395): the unified contacts list, segments,\n * and profile drawer, owned by the contacts plugin and rendered by the\n * shell's generic plugin route. The shell applies the `release_crm`\n * gate (via the nav tab) and passes the resolved `org` doc for the\n * `contactsPerHost` quota check.\n *\n * Since AGL-2595 this is the `people` SECTION of the Contacts hub rather\n * than the whole page: `crm-console-page.tsx` routes to it, and the\n * companies, deals, tasks, reports and fields sections sit beside it. The\n * body is the v1 page unchanged, and it takes the shell's full prop bag so\n * nothing the v1 page read has to be threaded through the hub by name.\n */\nexport function ContactsPeopleSection(props: ConsolePluginPageProps) {\n  const { hostId, org, releaseFlag, basePath } = props\n  /*\n   * A row is a LINK now (AGL-2596): opening a person navigates to their own\n   * page rather than a drawer over the list, so the address can be pasted\n   * and every other CRM record can point at it. `basePath` is what the hub\n   * hands every section; the empty fallback only exists for a direct mount\n   * without the shell, where there is nowhere to navigate to anyway.\n   */\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  // Whether the audience overage on this page is actually INVOICED\n  // (AGL-1662), and whether that question has been answered yet.\n  //\n  // AGL-1604 stopped the usage cron putting `contactsOverageUsd` into\n  // `billedCents` while `release_crm` is off for the org; `db5ecdf2b`\n  // taught the console billing page's caption the same thing. This page's own\n  // alert still quoted the dollar figure with no flag check — and this is the\n  // surface a staff member reaches with the flag OFF, because the shell's\n  // `FeatureGate` admits them on `visible` (`released || isStaff`). Support\n  // then reads that number back to a customer whose invoice will not carry it.\n  //\n  // The shell resolves this from `released`, never `visible`: staff opening a\n  // page does not put a line on the customer's bill.\n  //\n  // Both default to the WITHHELD answer when the prop is absent, which only\n  // happens in a direct mount — the shell always supplies it for a surface\n  // with a nav-tab flag. A caller that has not resolved the verdict has not\n  // earned the right to quote a charge.\n  const contactsBilled = releaseFlag?.released ?? false\n  const releaseFlagsReady = releaseFlag?.ready ?? false\n  // Org-shared data root (AGL-237). Null until the org lookup settles\n  // (AGL-1061), and for a host with no owning org — the pre-migration host\n  // path this used to fall back to is gone (AGL-1050), so the CRM lists\n  // nothing rather than listing somewhere else. Resolved by the one scope\n  // hook (AGL-2614), which also answers for the organization-level mount\n  // (AGL-2630): there `hostId` is null, the org comes from the hub's mount,\n  // and the viewing group and the scope clause are both `null`.\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope: dataScope, orgId, consentGroup, visibleTo: visibleToTokens } = crmScope\n  /*\n   * THE CRM (AGL-2788). This list is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). The locks below — adding a person\n   * by hand, importing a file, a saved view, the owner, stage and company of\n   * a selection — draw only for an org whose plan lacks the CRM. The shell\n   * mounts this page only once the org has settled, so the plan read here\n   * is an answer.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n  // The org's site list, at the organization level only — what names the\n  // sites in the \"Known by\" column (AGL-2630).\n  const mount = useCrmOrgMount()\n  // The org's custom fields, for the optional columns below (AGL-2601).\n  const customFields = useContactFieldDefinitions(dataScope?.[1] ?? null)\n  // The org's lead source values, the Lead source filter's choices (AGL-3511).\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  /*==========================================\n   * THE CONTROLLER THIS PAGE IS SHOWING.\n   *\n   * A contact document is shared by every site in the org — one human who\n   * touched two sites is one row, which is the dedupe the shared address book\n   * exists for and the reason the org is billed once for them. Almost nothing\n   * ON that row is shared: the notes, tags, timeline and lifetime value are\n   * the holder's own business records, and while they lived at the top of the\n   * document every site in an agency's account could read every client's.\n   *\n   * So the page resolves the group it is being viewed as — the sites declared\n   * to be one sender, or this site alone — and reads that group's facet.\n   * Pure, from the org document the shell already passed, so it costs no\n   * read. `consentGroup` above is that group; at the ORGANIZATION level it\n   * is `null`, and each row is flattened through the person's own primary\n   * holder instead (`contactPrimaryGroup`), so an org-wide member reads the\n   * profile the first capturing site keeps — and the \"Known by\" column says\n   * which other sites hold one.\n   *=========================================*/\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n\n  /*\n   * WHAT THE LIST WAS OPENED FOR (AGL-2612).\n   *\n   * Two surfaces address this list with a question rather than a record: a\n   * form's own page (\"who came in through this form\") and an Inbox\n   * submission row (\"open the person with this address\"). Both arrive as\n   * query keys, parsed once into the same filter the grid's panel would\n   * produce, so the seeded query IS a typed query and nothing here is a\n   * second predicate.\n   */\n  const searchParams = useSearchParams()\n  const seed = useMemo(() => contactsListSeed(searchParams), [searchParams])\n  /*\n   * The seed as CLAUSES, in front of everything else (AGL-2617).\n   *\n   * A view holds a list of clauses in the grammar the grid's panel speaks,\n   * and the seed is two of them — the form's captures and the address, plus\n   * the source the form link names. They lead every state the list works\n   * from, whichever view is open, so the query serves the seed (it reaches\n   * the whole collection, as it did before views) and a view narrows what\n   * comes back. The controller keeps them out of what a view SAVES.\n   */\n  const seedFilters = useMemo<CrmViewFilterClause[]>(\n    () => [\n      ...(seed.filter ? [seed.filter] : []),\n      // A form's captures all came in through a form: the source beside it\n      // would ask a second array clause of the one query (AGL-3321).\n      ...(seed.source && !seed.formId\n        ? [{ field: CRM_CONTACT_VIEW_FIELDS.source, op: 'equals', value: seed.source }]\n        : []),\n    ],\n    [seed],\n  )\n  const viewInitial = useMemo(() => ({ filters: seedFilters }), [seedFilters])\n  const views = useCrmSavedView({\n    section: 'contacts',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n    initial: viewInitial,\n  })\n  /*\n   * The grammar this list speaks: the declared fields, and one field per\n   * custom contact field the org has defined — so a view can filter on\n   * \"plan is enterprise\" the way it filters on a stage.\n   */\n  const filterFields = useMemo(\n    () => [...CONTACT_LIST_FILTER_FIELDS, ...contactCustomFilterFields(customFields.active)],\n    [customFields.active],\n  )\n  const filterHeaders = useMemo(\n    () => ({\n      ...CONTACT_LIST_FILTER_HEADERS,\n      ...contactCustomFilterHeaders(customFields.active),\n    }),\n    [customFields.active],\n  )\n  /*\n   * EVERY CLAUSE AND THE SEARCH ON ONE QUERY (AGL-3321).\n   *\n   * Each stored clause is asked through the field its writers keep\n   * (`contactQueryClause`): a holder's owner, stage, source, company, tags,\n   * custom value or \"has bought\" as that holder's facet key, the verdict as\n   * `emailStatus`, the rest as stored. The query pages the list newest\n   * change first and carries all of it; what one query cannot hold is\n   * refused by name above the list, and nothing is matched over the rows a\n   * page happened to load. Under a site the scope clause is the query's one\n   * array clause — the search folds into it, and a facet or form clause\n   * stands in its place, for a reader whose access is not limited to\n   * particular sites.\n   */\n  const foldsScope = useCrmFoldsScope(orgId, visibleToTokens)\n  const groupId = consentGroup?.groupId ?? null\n  // A currency field's `=` is typed in major units (AGL-3756).\n  const amounts = useMemo(() => contactCustomAmountReaders(customFields.active), [customFields.active])\n  const asked = useMemo(\n    () =>\n      crmAskClauses(views.state.filters, (clause) =>\n        contactQueryClause(clause, { groupId, foldsScope, amounts }),\n      ),\n    [views.state.filters, groupId, foldsScope, amounts],\n  )\n  const impliesScope = useMemo(() => contactClauseImpliesScope(groupId), [groupId])\n  // The quick search is the grid's box, answered by the same query.\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  // The header order the view asks (AGL-3680), read before the query it orders.\n  const contactSort = useMemo(\n    () => crmViewQuerySort(CONTACT_LIST_SORTS, views.state.sort, CONTACT_LIST_SORTS[0]),\n    [views.state.sort],\n  )\n  const paged = useCrmListQuery<any>({\n    scope: dataScope,\n    collection: 'contacts',\n    visibleTo: visibleToTokens,\n    foldsScope,\n    declaration: CONTACT_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: searchWords,\n    impliesScope,\n    soloClause: contactSoloClause,\n    prefixSearch: CONTACT_PREFIX_SEARCH,\n    sort: contactSort.sort,\n  })\n  const contactDocs = paged.rows\n  const contactsStatus = paged.status\n  /*\n   * OPENED FOR ONE ADDRESS: move straight on to the record (AGL-2612).\n   *\n   * The Inbox links here with an email because a contact's id is minted at\n   * capture and nothing outside the CRM holds it; the list is the lookup.\n   * Once the seeded `email equals` query has answered with exactly one row,\n   * that row is the person and the list is a detour — `replace`, so Back\n   * returns to the Inbox rather than to this redirect. Nothing else\n   * navigates: no match leaves the filtered list on screen, which is the\n   * honest answer for a submission whose contact the band dropped, and a\n   * filter the reader has since changed is theirs.\n   */\n  const openedByEmail = useRef(false)\n  useEffect(() => {\n    if (openedByEmail.current || !seed.openEmail) return\n    if (contactsStatus !== 'success') return\n    const served = paged.plan.served.some(\n      (clause) => clause.field === 'email' && clause.op === 'equals' && clause.value === seed.openEmail,\n    )\n    if (!served) return\n    const only = contactDocs.length === 1 && !paged.hasMore ? contactDocs[0] : null\n    if (!only) return\n    openedByEmail.current = true\n    router.replace(routes.contact(String(only.$id)))\n  }, [seed.openEmail, contactsStatus, paged.plan, paged.hasMore, contactDocs, router, routes])\n  /**\n   * Every row, flattened through THIS group's facet.\n   *\n   * One projection rather than a facet read at each of the nine places that\n   * touch `tags`, `notes`, `name` or `interactions`: a surface that reads one\n   * of them off the top of the document is a surface showing another\n   * holder's records, and nine chances to forget is nine leaks.\n   *\n   * The canonical `name` is the fallback and the shared identity; a holder's\n   * own override wins, so one business renaming a person cannot change what\n   * an unrelated business sees.\n   */\n  const contacts: ContactRecord[] = useMemo(\n    () =>\n      contactDocs.map((row) =>\n        contactRecordFromDoc(\n          row,\n          consentGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n        ),\n      ),\n    [contactDocs, consentGroup, org],\n  )\n  /*\n   * The roster, for the Owner column — read only once a loaded row actually\n   * carries an owner. A list of people nobody has assigned never pays for\n   * the team list, and the create drawer asks for it in its own right.\n   */\n  const [createOpen, setCreateOpen] = useState(false)\n  /*\n   * The filter bar's pickers name people and companies, so the roster is\n   * also read once the reader has reached for a filter, or is looking at a\n   * view that names an owner or a company (AGL-2617).\n   */\n  const [filterOpened, setFilterOpened] = useState(false)\n  const namesFilter = views.state.filters.some(\n    (clause) =>\n      clause.field === CRM_CONTACT_VIEW_FIELDS.owner ||\n      clause.field === CRM_CONTACT_VIEW_FIELDS.company,\n  )\n  const members = useOrgMembers(orgId, {\n    enabled:\n      createOpen ||\n      filterOpened ||\n      namesFilter ||\n      contacts.some((contact) => Boolean(contact.ownerUid)),\n  })\n  /**\n   * The HEAD-COUNT, read as a server-side aggregate (AGL-1706).\n   *\n   * The list above reads a page at a time (AGL-3321) — nobody needs 40,000\n   * rows streamed into a table. What it must not do is answer \"how many\n   * contacts does this org have\", and it did when it was a `limit(1000)`\n   * window: `contacts.length` saturated at 1,000, which is *exactly* the smallest paid included band\n   * (`starter`). So `overageContacts = max(0, used − included)` was 0 on\n   * every stock plan and the alert below could not render at all.\n   *\n   * Worse than the dead alert, the same capped number fed the readout in the\n   * toolbar. An org with 40,000 contacts on Pro read \"1,000 contacts ·\n   * 10,000 included\" — a page whose job is telling a customer where they sit\n   * in their band, telling them they have room they do not have. The console\n   * billing page read the truth from `getCountFromServer` on this very\n   * collection, so the two surfaces disagreed about the same org's audience.\n   *\n   * THE LIST AND THE COUNT ARE DIFFERENT QUESTIONS and now have different\n   * answers: one aggregate read per mount, the same call\n   * `billing-usage.component.tsx` already makes against the same path.\n   *\n   * The counting RULE is untouched — `checkCrmRecordsQuota` is an\n   * entitlement input and the usage cron is what bills from it. Only this\n   * page's input stopped being a saturated one.\n   *\n   * THE BAND IS THE RECORDS BAND (AGL-2611): contacts, companies and deals\n   * together, so the alert below is fed the sum of three aggregates while\n   * the readout beside the toolbar keeps the people count — a workspace\n   * whose hundred records are ninety companies is told it holds ten\n   * contacts and that its band is full, which are both true. The three\n   * reads and the fallback rule live in `useCrmRecordsQuota`, shared with\n   * the company and deal drawers so every door on this hub refuses on the\n   * same number.\n   */\n  const records = useCrmRecordsQuota(dataScope, org, {\n    contactsFallback: contacts.length,\n  })\n  // Pending or denied, the listener length stands in. It can only UNDERSTATE\n  // (it is the same collection, capped), never overstate, so no alert this\n  // number gates can fire on a count larger than the truth.\n  const contactCount = records.contactsCount ?? contacts.length\n  // Records bands (AGL-890): a plan with an overage rate meters past the\n  // included count instead of blocking; a plan without one hard-bands\n  // (quota.allowed = false).\n  const quota = records.quota\n  // Signups whose CRM record was dropped at a hard band (AGL-891), Free's\n  // included: capture still fills that band on a plan without the CRM.\n  // Written by upsert-contact, host-scoped.\n  // Host-scoped, so absent at the organization level (AGL-2630): the\n  // counter is a fact about one site's capture, and summing thirty of them\n  // would be a figure about nothing in particular.\n  const { data: droppedCounter } = useFirestoreDoc<any>(\n    () => (hostId ? doc(firestore, 'hosts', hostId, 'counters', 'contactsDropped') : null),\n    [firestore, hostId],\n  )\n  const droppedTotal = Number(droppedCounter?.['total'] ?? 0)\n\n  /*==========================================\n   * REFUNDS THAT REACHED NO CONTACT (AGL-2329).\n   *\n   * `recordContactRefund` refuses to create a contact for a refund — a\n   * contact holding a refund and no purchase is a phantom record with\n   * negative lifetime value — and increments\n   * `hosts/{hostId}/counters/contactRefundsUnmatched` instead. Its own\n   * comment says the shape mirrors `contactsDropped` \"so an operator…\", and\n   * there the sentence stops: `contactsDropped` had this reader and the\n   * refund counter had none, so a refund that reached no contact record\n   * incremented a number nobody could see.\n   *\n   * It sits beside the dropped-signup alert because they are the same kind\n   * of fact — something that happened to this host's CRM and left no row —\n   * and an operator reconciling their contact list needs both or neither.\n   *=========================================*/\n  const { data: unmatchedRefundCounter } = useFirestoreDoc<any>(\n    () =>\n      hostId\n        ? doc(firestore, 'hosts', hostId, 'counters', 'contactRefundsUnmatched')\n        : null,\n    [firestore, hostId],\n  )\n  const unmatchedRefundTotal = Number(unmatchedRefundCounter?.['total'] ?? 0)\n  const unmatchedRefundReason = String(\n    unmatchedRefundCounter?.['lastReason'] ?? '',\n  )\n\n  // Saved segments (AGL-199): reusable audience filters.\n  const { data: segmentDocs } = useFirestoreCollection<any>(\n    () =>\n      dataScope\n        ? query(\n            collection(\n              firestore,\n              dataScope[0],\n              dataScope[1],\n              'contactSegments',\n            ),\n            // The first fifty by name — the menu's own order — rather than\n            // whichever fifty the ids happen to sort first.\n            orderBy('name'),\n            limit(50),\n          )\n        : null,\n    [firestore, dataScope],\n    { idField: '$id' },\n  )\n  const segments = useMemo(\n    () =>\n      [...(segmentDocs ?? [])].sort((a, b) =>\n        String(a.name ?? '').localeCompare(String(b.name ?? '')),\n      ),\n    [segmentDocs],\n  )\n  /*\n   * Every saved segment, offered in the views menu as a view (AGL-2617):\n   * choosing one puts its tag and source clauses on the filter bar. A\n   * segment can only have come FROM an org scope, so the delete is\n   * unreachable without one in practice — but the scope is nullable\n   * (AGL-1050) and an unguarded deref would be a crash rather than a no-op\n   * if that ever stopped being true.\n   */\n  const segmentPresets = useMemo<CrmViewPreset[]>(\n    () =>\n      segments.map((segment: any) => ({\n        id: String(segment.$id),\n        label: String(segment.name ?? ''),\n        filters: crmViewFiltersFromSegment({\n          tags: segment.tags ?? [],\n          sources: segment.sources ?? [],\n        }),\n        onRemove: dataScope\n          ? () =>\n              deleteDoc(\n                doc(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  'contactSegments',\n                  String(segment.$id),\n                ),\n              )\n          : undefined,\n      })),\n    [segments, dataScope, firestore],\n  )\n\n  const uid = user?.uid ?? ''\n  /*\n   * The choices the filter bar picks from. The companies are read only once\n   * the reader has reached for a filter or is looking at a view that names\n   * one — a read a list nobody is narrowing should not pay for, the same\n   * bargain the roster gets above. A stage and a source are fixed lists and\n   * cost nothing; a custom `select` field offers its own options.\n   */\n  const companies = useCompanyOptions({\n    hostId,\n    org,\n    enabled: filterOpened || namesFilter,\n  })\n  const filterOptions = useMemo<Record<string, readonly ListFilterOption[]>>(\n    () => ({\n      [CRM_CONTACT_VIEW_FIELDS.owner]: [\n        ...(uid ? [{ value: uid, label: 'Me' }] : []),\n        ...members.options\n          .filter((option) => option.uid !== uid)\n          .map((option) => ({ value: option.uid, label: Aglyn.crmMemberPickerLabel(option) })),\n      ],\n      [CRM_CONTACT_VIEW_FIELDS.stage]: CONTACT_LIFECYCLE_STAGES.map((stage) => ({\n        value: stage,\n        label: CONTACT_LIFECYCLE_STAGE_LABELS[stage],\n      })),\n      [CRM_CONTACT_VIEW_FIELDS.source]: Object.entries(SOURCE_LABELS).map(\n        ([value, label]) => ({ value, label }),\n      ),\n      [CRM_CONTACT_VIEW_FIELDS.company]: companies.options.map((company) => ({\n        value: company.id,\n        label: company.name,\n      })),\n      // Every value the org keeps, inactive ones marked, as the Leads list offers them.\n      [CONTACT_LEAD_SOURCE_COLUMN]: leadSourceList.picklist.values.map((value) => ({\n        value: value.label,\n        label: value.active ? value.label : `${value.label} (inactive)`,\n      })),\n      // The verdict on the address (AGL-3245): \"Email is bounced\".\n      emailState: Aglyn.EMAIL_STATE_STATUSES.map((status) => ({\n        value: status,\n        label: Aglyn.EMAIL_STATE_LABELS[status],\n      })),\n      ...Object.fromEntries(\n        customFields.active\n          .filter((definition) => definition.type === 'select' && definition.options?.length)\n          .map((definition) => [\n            crmContactCustomColumn(definition.key),\n            (definition.options ?? []).map((option) => ({ value: option, label: option })),\n          ]),\n      ),\n    }),\n    [uid, members.options, companies.options, customFields.active, leadSourceList.picklist],\n  )\n\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: filterFields,\n        headers: filterHeaders,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterFields, filterHeaders, filterOptions],\n  )\n\n  /* One row grammar, the console's (AGL-2501) — the same table everywhere. */\n  // The org's sharing rules, to name the rule behind a shared row (AGL-3336).\n  const sharingRules = useCrmSharingRules(org)\n  const contactColumns = useMemo(\n    () => [\n      ...contactListColumns({\n        memberName: members.memberName,\n        // \"Known by\", at the organization level only (AGL-2630).\n        siteName: mount ? mount.siteName : undefined,\n        shareChipLabel: (chip) => crmShareChipLabel(chip, sharingRules),\n      }),\n      // The org's custom fields as optional columns (AGL-2601).\n      ...customFieldColumns(customFields.active),\n    ],\n    [members.memberName, mount, customFields.active, sharingRules],\n  )\n  /*\n   * The grid's column and sort models are the VIEW'S (AGL-2617). The\n   * filter-only hidden columns — the declared fields that are not table\n   * columns, never the custom ones, which are shown — stay hidden whatever\n   * a view says, so a saved arrangement cannot unhide a strip of blank\n   * cells.\n   */\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). The picked fields — owner, stage, source, company, email\n   * verdict, a custom select — are select columns over the same choices the\n   * chips name them by; the rest keep the operators the grammar declares.\n   */\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(contactColumns, filterFields, filterOptions, filterHeaders),\n    [contactColumns, filterFields, filterOptions, filterHeaders],\n  )\n  const gridFilter = useListGridFilter({\n    clauses: views.state.filters,\n    onChange: views.setFilters,\n    selectFields: Object.keys(filterOptions),\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  const grid = useCrmViewGrid(views, filterColumns, HIDDEN_COLUMNS)\n  /*\n   * EVERY HEADER SORTS (AGL-3680): the stored ones on the query\n   * (`CONTACT_LIST_SORTS`), the holder's facet values and the joined names\n   * over the page, saying so — the stage by its place in the lifecycle.\n   */\n  const columnSort = useCrmColumnSort<ContactRecord>({\n    views,\n    sorts: CONTACT_LIST_SORTS,\n    defaultSort: CONTACT_LIST_SORTS[0],\n    asked: contactSort,\n    orderBy: paged.plan.orderBy,\n    rows: contacts,\n    columns: grid.columns,\n    pageSorts: CONTACT_PAGE_SORTS,\n  })\n\n  /*\n   * A SEGMENT IS A VIEW'S TAG AND SOURCE CLAUSES, kept where a campaign\n   * can reach them (AGL-2617).\n   *\n   * The segment stays: it is what a campaign audience and a dynamic list\n   * resolve, and `contactMatchesSegment` is the one predicate both the\n   * console and the sender read. What changed is where it comes from — the\n   * filter bar's tag and source clauses, read back through\n   * `crmViewSegmentFilters`, so \"Save as segment\" is offered exactly when\n   * the working filters hold something a segment can hold. Each saved\n   * segment is offered in the views menu as a preset, and applying one\n   * puts its clauses on the bar, where they can be narrowed further and\n   * saved as a view.\n   */\n  const segmentFilters = useMemo(\n    () => crmViewSegmentFilters(views.state.filters),\n    [views.state.filters],\n  )\n  const [segmentName, setSegmentName] = useState<string | null>(null)\n  const handleSaveSegment = useCallback(async () => {\n    const name = (segmentName ?? '').trim().slice(0, 60)\n    // No org, no place to put it (AGL-1050). The button is disabled in\n    // this state; the guard is here so the callback cannot outlive it.\n    if (!name || !segmentFilters || !dataScope) return\n    setSegmentName(null)\n    try {\n      await addDoc(\n        collection(firestore, dataScope[0], dataScope[1], 'contactSegments'),\n        {\n          name,\n          tags: segmentFilters.tags ?? [],\n          sources: segmentFilters.sources ?? [],\n          // `contactSegments` is in SCOPED_COLLECTIONS and was the one\n          // member of it with no `array-contains-any` reader and no rules\n          // `hasAny` — the rules gate it on `isOrgWideMember()` and\n          // `campaign-send` checks it with `visibleToHost`, which passes on\n          // a missing field. So nothing broke, which is precisely why this\n          // went unnoticed (AGL-1478): a collection listed as scoped that\n          // nothing enforces is a trap set for whoever wires up the first\n          // scoped read, and they would inherit every segment ever saved\n          // already broken. Stamped at creation instead, like its siblings.\n          //\n          // Org-wide, unconditionally: `useOrgDataScope` resolves to\n          // `['orgs', orgId]` or to null, AGL-1061 having removed the\n          // `hosts/{hostId}` branch after counting zero documents there.\n          // A segment is a saved filter over org contacts, so it is exactly\n          // as visible as they are.\n          ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n          createdAt: new Date(),\n        },\n      )\n      enqueueSnackbar(\n        `Segment \"${name}\" saved — usable as a campaign audience`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [segmentName, segmentFilters, firestore, dataScope, enqueueSnackbar])\n\n  /** The rows ticked for a bulk action (AGL-2603); the bar above the table acts on them. */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A filter, a search or a page is a different set of rows; a selection\n  // made on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [paged.plan, paged.page])\n  /*==========================================\n   * ADDING ONE PERSON BY HAND (AGL-2596).\n   *\n   * Through the plugin's server route rather than a client write, because\n   * creating a contact is the one act on this surface the rules cannot fully\n   * judge: the dedupe against every holder's rows is a lookup the capturing\n   * site may not read, and the audience band is a count the browser cannot\n   * take. The route answers `{ contactId, created }`; a merge onto somebody\n   * already in the address book is not an error, and the page says which\n   * happened before it opens the record.\n   *=========================================*/\n  // The site the route resolves the org from and stamps the record with: the\n  // mounted site, or at the organization level the one the drawer's picker\n  // named (AGL-2630) — the drawer holds its submit until it is known.\n  const crmApi = useCrmApi(crmScope.createHostId)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewContactValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('contacts-create', {\n          ...(values.email ? { email: values.email } : {}),\n          ...(values.name ? { name: values.name } : {}),\n          // Salesforce's standard fields (AGL-3515), each only when given.\n          ...(values.salutation ? { salutation: values.salutation } : {}),\n          ...(values.firstName ? { firstName: values.firstName } : {}),\n          ...(values.lastName ? { lastName: values.lastName } : {}),\n          ...(values.mobilePhone ? { mobilePhone: values.mobilePhone } : {}),\n          ...(values.department ? { department: values.department } : {}),\n          ...(values.doNotCall ? { doNotCall: true } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.companyName ? { companyName: values.companyName } : {}),\n          ...(values.companyId ? { companyId: values.companyId } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.lifecycleStage\n            ? { lifecycleStage: values.lifecycleStage }\n            : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          marketingConsent: values.marketingConsent,\n          ...(values.marketingConsent && values.disclosedConsentGroup\n            ? { disclosedConsentGroup: values.disclosedConsentGroup }\n            : {}),\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged: the\n          // band refusal is the list's wording, and a field refusal names\n          // the field.\n          setCreateError(\n            String(payload['error'] ?? 'The contact could not be added.'),\n          )\n          return\n        }\n        const contactId = String(payload['contactId'] ?? '')\n        // The activity entry is the route's (AGL-2622): it verified the\n        // caller and performed the write, so it is the one writer that\n        // cannot record an add that did not happen — and a second entry\n        // from here would put two rows on one act.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Contact added'\n            : 'Already a contact — what you entered was merged into their record',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n        if (contactId) router.push(routes.contact(contactId))\n      } catch (error) {\n        console.error(error)\n        setCreateError('The contact could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar, router, routes],\n  )\n\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3527).\n  const exportFilter = useMemo(\n    () =>\n      paged.plan.served.length || paged.plan.searched\n        ? { label: 'what the list shows', plan: paged.plan }\n        : null,\n    [paged.plan],\n  )\n\n  return (\n    <>\n      {/*\n        The list card ends at its pager; the team's recent activity is a\n        card of its own under it, drawn only once there is some.\n      */}\n      <Stack spacing={3}>\n        <CardDisplay\n          header={'Contacts'}\n          help={pluginDocsHelp('contacts', { anchor: '#the-contacts-page' })}\n          contentGutterX\n          contentGutterY\n          HeaderProps={{\n            // The record actions, top right and never clipped (AGL-3311).\n            action: (\n              <CrmListActions>\n                {suiteIncluded ? (\n                  <CrmImportButton resource={CRM_CONTACTS_RESOURCE} noun=\"contacts\" hostId={hostId} mappingZone=\"contacts\" siteOptional={!crmScope.createNeedsSite} />\n                ) : (\n                  <CrmSuiteLockedButton>{'Import'}</CrmSuiteLockedButton>\n                )}\n                <CrmExportButton resource={CRM_CONTACTS_RESOURCE} hostId={hostId} filter={exportFilter} />\n                {/* A button that opens a drawer — never a create form above the\n                    list. Disabled until the org has resolved, because the route\n                    resolves the org from the site and a click before that has\n                    nowhere to write. */}\n                {suiteIncluded ? (\n                  <Button\n                    size=\"small\"\n                    variant=\"contained\"\n                    color=\"primary\"\n                    disabled={!dataScope}\n                    onClick={() => {\n                      setCreateError(null)\n                      setCreateOpen(true)\n                    }}\n                  >\n                    {'New contact'}\n                  </Button>\n                ) : (\n                  <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                    {'New contact'}\n                  </CrmSuiteLockedButton>\n                )}\n              </CrmListActions>\n            ),\n          }}\n        >\n          <Stack spacing={2}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {/* The org's audience, not the page's row count (AGL-1706) —\n                  two different numbers since the list stopped reading the\n                  whole collection. */}\n              {`${contactCount.toLocaleString()} contacts · ${\n                Number.isFinite(quota.included)\n                  ? `${quota.used.toLocaleString()} of ${quota.included.toLocaleString()} CRM records`\n                  : `${quota.used.toLocaleString()} CRM records`\n              }`}\n            </Typography>\n            {suiteIncluded ? null : (\n              <CrmSuiteNotice>\n                {'Contacts arrive here on their own from your forms, sign-ups, ' +\n                  'orders and bookings. Adding one by hand, importing a CSV, ' +\n                  \"saved views, and a contact's owner, stage and company are \" +\n                  'part of the CRM.'}\n              </CrmSuiteNotice>\n            )}\n            {/*\n              The view this list is showing, and the clauses narrowing it\n              (AGL-2617). The control names the view and holds everything a\n              reader does to one; the bar holds the clauses, the seed's\n              included, every one of them on the query. Segments are\n              offered in the control's menu and saved from it.\n            */}\n            <Stack spacing={1}>\n              <CrmViewsControl\n                controller={views}\n                allLabel=\"All contacts\"\n                suiteLocked={!suiteIncluded}\n                presets={segmentPresets}\n                onSaveAsSegment={\n                  segmentFilters && dataScope ? () => setSegmentName('') : null\n                }\n              />\n              <ListFilterChips\n                fields={filterFields}\n                headers={filterHeaders}\n                clauses={views.state.filters}\n                onChange={views.setFilters}\n                options={filterOptions}\n                marksServed={false}\n              />\n            </Stack>\n            {!quota.allowed ? (\n              <Alert severity=\"warning\">\n                {'CRM records limit reached — new visitors are no longer ' +\n                  'captured' +\n                  (droppedTotal > 0\n                    ? ` (${droppedTotal.toLocaleString()} missed so far)`\n                    : '') +\n                  '. Upgrade in Billing to keep collecting.'}\n              </Alert>\n            ) : quota.overageRecords > 0 &&\n              quota.overageRateUsd != null &&\n              // No claim about money until the verdict that decides it has\n              // settled (AGL-1662). Before Remote Config activation the flag\n              // reads its registry default, which is no org's verdict, so an\n              // ungated alert could assert the wrong wording for one paint.\n              releaseFlagsReady ? (\n              <Alert severity=\"info\">\n                {contactsBilled\n                  ? // Same sentence as the billing page's caption, and the same\n                    // basis (AGL-2399): the count here is LIVE, the invoice\n                    // charges the last reading before the month closes, so the\n                    // dollar figure is a projection until the month ends. Staff\n                    // and customer must not read different sentences about the\n                    // same org's money — that applies to WHEN it is measured as\n                    // much as to how much.\n                    `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                    `your plan's included ${quota.included.toLocaleString()} — ` +\n                    `metered at $${quota.overageRateUsd}/1,000 per month ` +\n                    `(≈$${quota.overageMonthlyUsd.toFixed(2)} if your list ends ` +\n                    'the month at this size). ' +\n                    'Upgrade in Billing for a larger included audience.'\n                  : // The wording `db5ecdf2b` put on the billing page, which is\n                    // itself the wording `1a2aed5cb` published to\n                    // `billing-and-plans/overview.md` (AGL-1601/1603). Staff and\n                    // customer must not read different sentences about the same\n                    // org's money.\n                    //\n                    // THE COUNT STAYS, THE TOTAL GOES: the head-count is real —\n                    // ingestion captured those records — and is not a claim\n                    // about money. The upgrade nudge goes with the total, since\n                    // it prompts a purchase premised on a charge that is not\n                    // happening.\n                    `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                    `your plan's included ${quota.included.toLocaleString()} — ` +\n                    'not billed while the CRM is unavailable. ' +\n                    `The $${quota.overageRateUsd}/1,000 rate applies once ` +\n                    'Contacts opens.'}\n              </Alert>\n            ) : droppedTotal > 0 ? (\n              <Alert severity=\"info\">\n                {`${droppedTotal.toLocaleString()} earlier visitor${\n                  droppedTotal === 1 ? ' was' : 's were'\n                } not captured while your CRM records band was full.`}\n              </Alert>\n            ) : null}\n            {/*\n              Unlike the band alert above, this one is NOT exclusive with the\n              others: a host can be over its band AND have refunds that landed\n              nowhere, and the two have different remedies. Chaining it into the\n              same ternary would hide whichever fact came second.\n            */}\n            {unmatchedRefundTotal > 0 ? (\n              <Alert severity=\"warning\">\n                {`${unmatchedRefundTotal.toLocaleString()} refund${\n                  unmatchedRefundTotal === 1 ? '' : 's'\n                } could not be recorded against a contact${\n                  UNMATCHED_REFUND_REASON[unmatchedRefundReason]\n                    ? ` — most recently because ${UNMATCHED_REFUND_REASON[unmatchedRefundReason]}`\n                    : ''\n                }. The money moved; the customer's timeline does not show it.`}\n              </Alert>\n            ) : null}\n            <ListQueryNotices\n              refused={refused}\n              notices={[...paged.plan.notices, ...columnSort.notices]}\n            />\n            {contacts.length === 0 &&\n            !views.state.filters.length &&\n            !searchWords.some((word) => word.trim()) ? (\n              <EmptyStateComponent\n                label={contactsStatus === 'loading' ? 'Loading contacts…' : 'No contacts yet'}\n                description={\n                  contactsStatus === 'loading'\n                    ? undefined\n                    : suiteIncluded\n                      ? 'Form submissions, member sign-ups, orders and bookings become contacts on their own; add one by hand or bring a list in from a CSV.'\n                      : 'Form submissions, member sign-ups, orders and bookings become contacts on their own.'\n                }\n                action={\n                  contactsStatus === 'loading' ? undefined : !suiteIncluded ? (\n                    <Stack direction=\"row\" spacing={1}>\n                      <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                        {'New contact'}\n                      </CrmSuiteLockedButton>\n                      <CrmSuiteLockedButton>{'Import'}</CrmSuiteLockedButton>\n                    </Stack>\n                  ) : (\n                    <Stack direction=\"row\" spacing={1}>\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        disabled={!dataScope}\n                        onClick={() => {\n                          setCreateError(null)\n                          setCreateOpen(true)\n                        }}\n                      >\n                        {'New contact'}\n                      </Button>\n                      <CrmImportButton resource={CRM_CONTACTS_RESOURCE} noun=\"contacts\" hostId={hostId} mappingZone=\"contacts\" siteOptional={!crmScope.createNeedsSite} />\n                    </Stack>\n                  )\n                }\n              />\n            ) : (\n              <>\n                <ContactsBulkBar hostId={hostId} org={org} scope={dataScope} consentGroup={consentGroup} rows={contacts} selected={selectedIds} onSelectedChange={setSelectedIds} suiteLocked={!suiteIncluded} />\n                <CrmColumnOrderProvider value={grid.columnOrder}>\n                  <ListTable\n                    rows={columnSort.rows}\n                    columnSort={columnSort}\n                    columns={grid.columns}\n                    slots={CRM_LIST_SLOTS}\n                    selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                    onOpen={(id) => router.push(routes.contact(id))}\n                    /*\n                     * The grid's Filters panel and quick search edit the view's\n                     * clauses; the list's query answers them (AGL-3321), so the\n                     * grid must not filter again itself. Opening the panel is\n                     * what reads the roster and the companies its pickers name.\n                     * Columns are the view's, controlled so a saved arrangement\n                     * is what the grid shows. The headers sort through\n                     * `columnSort` (AGL-3680): a stored column re-asks the\n                     * query, any other sorts the page and says so.\n                     */\n                    filterMode=\"server\"\n                    filterModel={gridFilter.filterModel}\n                    onFilterModelChange={gridFilter.onFilterModelChange}\n                    quickFilter\n                    onPreferencePanelOpen={() => setFilterOpened(true)}\n                    // A filter that matched nothing is said inside the grid,\n                    // so the toolbar that set it stays to change it.\n                    noRowsLabel={\n                      contactsStatus === 'loading' ? 'Loading…' : 'No contacts match these filters'\n                    }\n                    columnVisibilityModel={grid.columnVisibilityModel}\n                    onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                    loading={contactsStatus === 'loading'}\n                    // Paged by the footer below, so the grid must not also slice.\n                    hideFooter\n                  />\n                </CrmColumnOrderProvider>\n                <ListPagination\n                  page={paged.page}\n                  pageSize={paged.pageSize}\n                  rowCount={contacts.length}\n                  hasMore={paged.hasMore}\n                  onPageChange={paged.setPage}\n                  onPageSizeChange={paged.setPageSize}\n                />\n              </>\n            )}\n          </Stack>\n        </CardDisplay>\n        <RecentActivityFeed hostId={hostId} org={org} basePath={props.basePath} />\n      </Stack>\n      {/*\n        Naming a segment is a dialog, never a form above the list. Open\n        while the name is a string; `null` is closed.\n       */}\n      <Dialog\n        open={segmentName !== null}\n        onClose={() => setSegmentName(null)}\n        maxWidth=\"xs\"\n        fullWidth\n      >\n        <DialogTitle>{'Save as segment'}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={2} sx={{ pt: 1 }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'The tag and source filters, kept as a segment an email campaign or a dynamic list can send to. The other filters stay on this view only.'}\n            </Typography>\n            <TextField\n              autoFocus\n              size=\"small\"\n              label=\"Segment name\"\n              value={segmentName ?? ''}\n              onChange={(event) => setSegmentName(event.target.value.slice(0, 60))}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') {\n                  event.preventDefault()\n                  void handleSaveSegment()\n                }\n              }}\n              slotProps={{ htmlInput: { maxLength: 60 } }}\n            />\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setSegmentName(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={!(segmentName ?? '').trim() || !dataScope}\n            onClick={() => void handleSaveSegment()}\n          >\n            {'Save segment'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n      {/*\n        Mounted only while open, so a page that never reaches for it never\n        renders a drawer's chrome, and every opening starts from a blank form.\n       */}\n      {createOpen ? (\n        <NewContactDrawer\n          open\n          onClose={() => setCreateOpen(false)}\n          hostId={hostId}\n          org={org}\n          busy={createBusy}\n          error={createError}\n          owners={members.options}\n          ownersReady={members.ready}\n          onSubmit={(values) => void handleCreate(values)}\n        />\n      ) : null}\n    </>\n  )\n}\nContactsPeopleSection.displayName = 'ContactsPeopleSection'\n\nexport default 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package/src/lib/components/crm-console-sections.js

@@ -60,7 +60,7 @@
     },
     {
         id: 'deals',
-        label: 'Deals'
+        label: 'Deals / Opportunities'
     },
     {
         id: 'tasks',

package/src/lib/components/crm-console-sections.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-sections.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ConsoleNavSection } from '@aglyn/aglyn'\n\nexport type CrmConsoleSectionId =\n  | 'contacts'\n  | 'leads'\n  | 'companies'\n  | 'deals'\n  | 'tasks'\n  | 'reports'\n  | 'fields'\n  | 'settings'\n\n/**\n * The CRM hub's sections, in rail order (AGL-2595).\n *\n * One list, read twice and never copied: `plugin.ts` registers it on the nav\n * item so the shell can route and gate each section, and the hub page\n * switches its body on the id the shell resolves back. A second copy is how a\n * section comes to be routable under one id and drawn under another.\n *\n * Ids appear in links people keep, so they are persisted vocabulary. The\n * surface is called CRM and its first section Contacts, the way Salesforce\n * and HubSpot lay the same objects out — Leads, Contacts, Companies, Deals —\n * so `/crm/contacts` names the list and reads as one.\n *\n * Every section here ships with the surface and inherits the nav item's\n * `release_crm` gate — no `navTabId` on any of them. A section that\n * later needs its own schedule declares one, which can only narrow.\n *\n * The PLAN is the other axis, and it is asked once, of the whole hub\n * (AGL-2851). The CRM is included from Starter and a Free workspace has none\n * of it, so `plugin.ts` declares `features.crm` on the extension and no\n * section declares a flag of its own. On a plan without it the shell draws\n * every section here locked and answers every address beneath the hub — a\n * bare `/crm`, a section, a record — with the upgrade notice beside the rail.\n * A section that later belongs to a narrower entitlement declares that flag,\n * which can only narrow.\n *\n * Rail ORDER decides where a bare `/crm` lands: the shell redirects it to\n * the first section this reader may open, which is Contacts on every plan\n * that opens the CRM. There is deliberately no separate default constant.\n * Settings is LAST (AGL-2613): it is the section a reader visits once and\n * the records are what the rail is for, so it sits where a settings entry\n * sits in every hub — after the work, before nothing.\n */\nexport const CRM_CONSOLE_SECTIONS: readonly ConsoleNavSection[] = [\n  { id: 'contacts', label: 'Contacts' },\n  { id: 'leads', label: 'Leads' },\n  { id: 'companies', label: 'Companies' },\n  { id: 'deals', label: 'Deals' },\n  { id: 'tasks', label: 'Tasks' },\n  { id: 'reports', label: 'Reports' },\n  { id: 'fields', label: 'Fields' },\n  { id: 'settings', label: 'Settings' },\n]\n"],"names":["CRM_CONSOLE_SECTIONS","id","label"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAcD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAgCC,GACD,OAAO,MAAMA,uBAAqD;IAChE;QAAEC,IAAI;QAAYC,OAAO;IAAW;IACpC;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAAaC,OAAO;IAAY;IACtC;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAAWC,OAAO;IAAU;IAClC;QAAED,IAAI;QAAUC,OAAO;IAAS;IAChC;QAAED,IAAI;QAAYC,OAAO;IAAW;CACrC,CAAA"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-sections.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ConsoleNavSection } from '@aglyn/aglyn'\n\nexport type CrmConsoleSectionId =\n  | 'contacts'\n  | 'leads'\n  | 'companies'\n  | 'deals'\n  | 'tasks'\n  | 'reports'\n  | 'fields'\n  | 'settings'\n\n/**\n * The CRM hub's sections, in rail order (AGL-2595).\n *\n * One list, read twice and never copied: `plugin.ts` registers it on the nav\n * item so the shell can route and gate each section, and the hub page\n * switches its body on the id the shell resolves back. A second copy is how a\n * section comes to be routable under one id and drawn under another.\n *\n * Ids appear in links people keep, so they are persisted vocabulary. The\n * surface is called CRM and its first section Contacts, the way Salesforce\n * and HubSpot lay the same objects out — Leads, Contacts, Companies, Deals —\n * so `/crm/contacts` names the list and reads as one.\n *\n * Every section here ships with the surface and inherits the nav item's\n * `release_crm` gate — no `navTabId` on any of them. A section that\n * later needs its own schedule declares one, which can only narrow.\n *\n * The PLAN is the other axis, and it is asked once, of the whole hub\n * (AGL-2851). The CRM is included from Starter and a Free workspace has none\n * of it, so `plugin.ts` declares `features.crm` on the extension and no\n * section declares a flag of its own. On a plan without it the shell draws\n * every section here locked and answers every address beneath the hub — a\n * bare `/crm`, a section, a record — with the upgrade notice beside the rail.\n * A section that later belongs to a narrower entitlement declares that flag,\n * which can only narrow.\n *\n * Rail ORDER decides where a bare `/crm` lands: the shell redirects it to\n * the first section this reader may open, which is Contacts on every plan\n * that opens the CRM. There is deliberately no separate default constant.\n * Settings is LAST (AGL-2613): it is the section a reader visits once and\n * the records are what the rail is for, so it sits where a settings entry\n * sits in every hub — after the work, before nothing.\n */\nexport const CRM_CONSOLE_SECTIONS: readonly ConsoleNavSection[] = [\n  { id: 'contacts', label: 'Contacts' },\n  { id: 'leads', label: 'Leads' },\n  { id: 'companies', label: 'Companies' },\n  { id: 'deals', label: 'Deals / Opportunities' },\n  { id: 'tasks', label: 'Tasks' },\n  { id: 'reports', label: 'Reports' },\n  { id: 'fields', label: 'Fields' },\n  { id: 'settings', label: 'Settings' },\n]\n"],"names":["CRM_CONSOLE_SECTIONS","id","label"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAcD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAgCC,GACD,OAAO,MAAMA,uBAAqD;IAChE;QAAEC,IAAI;QAAYC,OAAO;IAAW;IACpC;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAAaC,OAAO;IAAY;IACtC;QAAED,IAAI;QAASC,OAAO;IAAwB;IAC9C;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAAWC,OAAO;IAAU;IAClC;QAAED,IAAI;QAAUC,OAAO;IAAS;IAChC;QAAED,IAAI;QAAYC,OAAO;IAAW;CACrC,CAAA"}

package/src/lib/components/crm-record-picker.d.ts

@@ -38,7 +38,26 @@ export interface CrmRecordPickerProps {
      */
     lazy?: boolean;
     helperText?: string;
+    /**
+     * Records offered first, whatever the window holds, under their own
+     * {@link pinnedLabel} heading: a deal's contact roles on an activity's
+     * **Name** field. Each needs its name already resolved.
+     */
+    pinned?: ReadonlyArray<{
+        id: string;
+        label: string;
+    }>;
+    /** The heading over {@link pinned}. */
+    pinnedLabel?: string;
 }
+/**
+ * The hundred most recently updated records of a kind this reader may see,
+ * the one window every record picker offers. `enabled` holds the listener
+ * shut until the picker needs it.
+ */
+export declare function useCrmRecordWindow(kind: CrmRecordKind, scope: readonly [string, string] | null, readTokens: readonly string[] | null, enabled?: boolean): import("@aglyn/tenant-feature-instance").UseFirestoreCollectionResult<Record<string, unknown> & {
+    $id: string;
+}>;
 /**
  * Link a task to a contact, company or deal by name (AGL-2599).
  *

package/src/lib/components/crm-record-picker.js

@@ -35,6 +35,27 @@ const PICKER_LABELS = {
     company: 'Company',
     deal: 'Deal'
 };
+const PICKER_PLURALS = {
+    contact: 'contacts',
+    company: 'companies',
+    deal: 'deals'
+};
+/**
+ * The hundred most recently updated records of a kind this reader may see,
+ * the one window every record picker offers. `enabled` holds the listener
+ * shut until the picker needs it.
+ */ export function useCrmRecordWindow(kind, scope, readTokens, enabled = true) {
+    const firestore = useFirestore();
+    return useFirestoreCollection(()=>scope && enabled ? query(collection(firestore, scope[0], scope[1], CRM_RECORD_COLLECTIONS[kind]), ...crmVisibleToClause(readTokens), orderBy('updatedAt', 'desc'), limit(CRM_RECORD_PICKER_LIMIT)) : null, [
+        firestore,
+        scope,
+        readTokens,
+        kind,
+        enabled
+    ], {
+        idField: '$id'
+    });
+}
 /**
  * Link a task to a contact, company or deal by name (AGL-2599).
  *
@@ -48,18 +69,10 @@ const PICKER_LABELS = {
  */ export function CrmRecordPicker(props) {
     const { kind, scope, readTokens, groupId, org, value, onChange, disabled } = props;
     const { label, excludeId, valueLabel, lazy = false, helperText } = props;
-    const firestore = useFirestore();
+    const { pinned, pinnedLabel } = props;
     const [opened, setOpened] = useState(!lazy);
-    const { data, status } = useFirestoreCollection(()=>scope && opened ? query(collection(firestore, scope[0], scope[1], CRM_RECORD_COLLECTIONS[kind]), ...crmVisibleToClause(readTokens), orderBy('updatedAt', 'desc'), limit(CRM_RECORD_PICKER_LIMIT)) : null, [
-        firestore,
-        scope,
-        readTokens,
-        kind,
-        opened
-    ], {
-        idField: '$id'
-    });
-    const options = useMemo(()=>(data != null ? data : []).filter((row)=>row.$id !== excludeId).map((row)=>({
+    const { data, status } = useCrmRecordWindow(kind, scope, readTokens, opened);
+    const windowOptions = useMemo(()=>(data != null ? data : []).filter((row)=>row.$id !== excludeId).map((row)=>({
                 id: row.$id,
                 label: crmRecordName(kind, row, groupId != null ? groupId : contactPrimaryGroup(row, org).groupId) || row.$id
             })).sort((a, b)=>a.label.localeCompare(b.label)), [
@@ -69,6 +82,21 @@ const PICKER_LABELS = {
         org,
         excludeId
     ]);
+    // Pinned first, and each record once: `groupBy` needs a group's rows adjacent.
+    const options = useMemo(()=>{
+        if (!(pinned == null ? void 0 : pinned.length)) return windowOptions;
+        const held = new Set(pinned.map((option)=>option.id));
+        return [
+            ...pinned,
+            ...windowOptions.filter((option)=>!held.has(option.id))
+        ];
+    }, [
+        pinned,
+        windowOptions
+    ]);
+    const pinnedIds = useMemo(()=>new Set(pinned == null ? void 0 : pinned.map((option)=>option.id)), [
+        pinned
+    ]);
     /*
    * The linked record may sit outside the window — an old contact a record
    * page's button linked — so the value is a placeholder carrying its id
@@ -95,6 +123,7 @@ const PICKER_LABELS = {
         onOpen: ()=>setOpened(true),
         getOptionLabel: (option)=>option.label,
         isOptionEqualToValue: (option, current)=>option.id === current.id,
+        groupBy: (pinned == null ? void 0 : pinned.length) ? (option)=>pinnedIds.has(option.id) ? pinnedLabel != null ? pinnedLabel : PICKER_LABELS[kind] : `All ${PICKER_PLURALS[kind]}` : undefined,
         loading: opened && status === 'loading',
         disabled: disabled,
         size: "small",

package/src/lib/components/crm-record-picker.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-picker.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport { Autocomplete, TextField } from '@mui/material'\nimport { collection, limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport {\n  CRM_RECORD_COLLECTIONS,\n  type CrmRecordKind,\n  crmRecordName,\n} from '../hooks/use-crm-record-names'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\n/**\n * How many records a picker offers. The window is the hundred most recently\n * touched, which is the hundred a person is most likely to be making a task\n * about; the field says so, and the record pages' own \"New task\" buttons\n * arrive with the record already linked, which is how a task about an older\n * one gets made.\n */\nexport const CRM_RECORD_PICKER_LIMIT = 100\n\nconst PICKER_LABELS: Record<CrmRecordKind, string> = {\n  contact: 'Contact',\n  company: 'Company',\n  deal: 'Deal',\n}\n\nexport interface CrmRecordPickerProps {\n  kind: CrmRecordKind\n  scope: readonly [string, string] | null\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  readTokens: readonly string[] | null\n  /**\n   * The viewing group, for a contact's facet name — or `null` at the\n   * organization level, where each contact is named through its own\n   * primary holder (`contactPrimaryGroup`), resolved from {@link org}.\n   */\n  groupId: string | null\n  /** The org document, for the per-contact holder when {@link groupId} is null. */\n  org?: Record<string, unknown> | null\n  value: string | null\n  onChange: (id: string | null) => void\n  disabled?: boolean\n  /** The field's label; the record kind's name by default. */\n  label?: string\n  /** A record the picker never offers — the record being edited, say. */\n  excludeId?: string\n  /**\n   * The current value's name, when the caller already resolved it — shown\n   * instead of the id while the window does not hold the record.\n   */\n  valueLabel?: string\n  /**\n   * Open the listener only once the menu is first opened, for a picker that\n   * sits on a page most readers never change it on.\n   */\n  lazy?: boolean\n  helperText?: string\n}\n\n/**\n * Link a task to a contact, company or deal by name (AGL-2599).\n *\n * One query shape for all three kinds — the most recently updated hundred\n * visible to this site, filtered as the person types — because that is the\n * one shape every CRM collection has an index for (`visibleTo, updatedAt`).\n * A prefix search on the stored name would need `(visibleTo, nameLower)`,\n * which companies have and contacts do not, and a picker that searched two\n * kinds properly and one kind not at all would be worse to explain than a\n * window. The listener opens with the drawer and closes with it.\n */\nexport function CrmRecordPicker(props: CrmRecordPickerProps) {\n  const { kind, scope, readTokens, groupId, org, value, onChange, disabled } = props\n  const { label, excludeId, valueLabel, lazy = false, helperText } = props\n  const firestore = useFirestore()\n  const [opened, setOpened] = useState(!lazy)\n  const { data, status } = useFirestoreCollection<Record<string, unknown> & { $id: string }>(\n    () =>\n      scope && opened\n        ? query(\n            collection(firestore, scope[0], scope[1], CRM_RECORD_COLLECTIONS[kind]),\n            ...crmVisibleToClause(readTokens),\n            orderBy('updatedAt', 'desc'),\n            limit(CRM_RECORD_PICKER_LIMIT),\n          )\n        : null,\n    [firestore, scope, readTokens, kind, opened],\n    { idField: '$id' },\n  )\n  const options = useMemo(\n    () =>\n      (data ?? [])\n        .filter((row) => row.$id !== excludeId)\n        .map((row) => ({\n          id: row.$id,\n          label:\n            crmRecordName(\n              kind,\n              row,\n              groupId ?? contactPrimaryGroup(row, org).groupId,\n            ) || row.$id,\n        }))\n        .sort((a, b) => a.label.localeCompare(b.label)),\n    [data, kind, groupId, org, excludeId],\n  )\n  /*\n   * The linked record may sit outside the window — an old contact a record\n   * page's button linked — so the value is a placeholder carrying its id\n   * until (unless) the window turns out to hold it.\n   */\n  const selected = useMemo(() => {\n    if (!value) return null\n    return (\n      options.find((option) => option.id === value) ?? { id: value, label: valueLabel || value }\n    )\n  }, [options, value, valueLabel])\n\n  return (\n    <Autocomplete\n      options={options}\n      value={selected}\n      onChange={(_event, next) => onChange(next?.id ?? null)}\n      onOpen={() => setOpened(true)}\n      getOptionLabel={(option) => option.label}\n      isOptionEqualToValue={(option, current) => option.id === current.id}\n      loading={opened && status === 'loading'}\n      disabled={disabled}\n      size=\"small\"\n      renderInput={(params) => (\n        <TextField\n          {...params}\n          label={label ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-picker.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport { Autocomplete, TextField } from '@mui/material'\nimport { collection, limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport {\n  CRM_RECORD_COLLECTIONS,\n  type CrmRecordKind,\n  crmRecordName,\n} from '../hooks/use-crm-record-names'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\n/**\n * How many records a picker offers. The window is the hundred most recently\n * touched, which is the hundred a person is most likely to be making a task\n * about; the field says so, and the record pages' own \"New task\" buttons\n * arrive with the record already linked, which is how a task about an older\n * one gets made.\n */\nexport const CRM_RECORD_PICKER_LIMIT = 100\n\nconst PICKER_LABELS: Record<CrmRecordKind, string> = {\n  contact: 'Contact',\n  company: 'Company',\n  deal: 'Deal',\n}\n\nconst PICKER_PLURALS: Record<CrmRecordKind, string> = {\n  contact: 'contacts',\n  company: 'companies',\n  deal: 'deals',\n}\n\nexport interface CrmRecordPickerProps {\n  kind: CrmRecordKind\n  scope: readonly [string, string] | null\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  readTokens: readonly string[] | null\n  /**\n   * The viewing group, for a contact's facet name — or `null` at the\n   * organization level, where each contact is named through its own\n   * primary holder (`contactPrimaryGroup`), resolved from {@link org}.\n   */\n  groupId: string | null\n  /** The org document, for the per-contact holder when {@link groupId} is null. */\n  org?: Record<string, unknown> | null\n  value: string | null\n  onChange: (id: string | null) => void\n  disabled?: boolean\n  /** The field's label; the record kind's name by default. */\n  label?: string\n  /** A record the picker never offers — the record being edited, say. */\n  excludeId?: string\n  /**\n   * The current value's name, when the caller already resolved it — shown\n   * instead of the id while the window does not hold the record.\n   */\n  valueLabel?: string\n  /**\n   * Open the listener only once the menu is first opened, for a picker that\n   * sits on a page most readers never change it on.\n   */\n  lazy?: boolean\n  helperText?: string\n  /**\n   * Records offered first, whatever the window holds, under their own\n   * {@link pinnedLabel} heading: a deal's contact roles on an activity's\n   * **Name** field. Each needs its name already resolved.\n   */\n  pinned?: ReadonlyArray<{ id: string; label: string }>\n  /** The heading over {@link pinned}. */\n  pinnedLabel?: string\n}\n\n/**\n * The hundred most recently updated records of a kind this reader may see,\n * the one window every record picker offers. `enabled` holds the listener\n * shut until the picker needs it.\n */\nexport function useCrmRecordWindow(\n  kind: CrmRecordKind,\n  scope: readonly [string, string] | null,\n  readTokens: readonly string[] | null,\n  enabled = true,\n) {\n  const firestore = useFirestore()\n  return useFirestoreCollection<Record<string, unknown> & { $id: string }>(\n    () =>\n      scope && enabled\n        ? query(\n            collection(firestore, scope[0], scope[1], CRM_RECORD_COLLECTIONS[kind]),\n            ...crmVisibleToClause(readTokens),\n            orderBy('updatedAt', 'desc'),\n            limit(CRM_RECORD_PICKER_LIMIT),\n          )\n        : null,\n    [firestore, scope, readTokens, kind, enabled],\n    { idField: '$id' },\n  )\n}\n\n/**\n * Link a task to a contact, company or deal by name (AGL-2599).\n *\n * One query shape for all three kinds — the most recently updated hundred\n * visible to this site, filtered as the person types — because that is the\n * one shape every CRM collection has an index for (`visibleTo, updatedAt`).\n * A prefix search on the stored name would need `(visibleTo, nameLower)`,\n * which companies have and contacts do not, and a picker that searched two\n * kinds properly and one kind not at all would be worse to explain than a\n * window. The listener opens with the drawer and closes with it.\n */\nexport function CrmRecordPicker(props: CrmRecordPickerProps) {\n  const { kind, scope, readTokens, groupId, org, value, onChange, disabled } = props\n  const { label, excludeId, valueLabel, lazy = false, helperText } = props\n  const { pinned, pinnedLabel } = props\n  const [opened, setOpened] = useState(!lazy)\n  const { data, status } = useCrmRecordWindow(kind, scope, readTokens, opened)\n  const windowOptions = useMemo(\n    () =>\n      (data ?? [])\n        .filter((row) => row.$id !== excludeId)\n        .map((row) => ({\n          id: row.$id,\n          label:\n            crmRecordName(\n              kind,\n              row,\n              groupId ?? contactPrimaryGroup(row, org).groupId,\n            ) || row.$id,\n        }))\n        .sort((a, b) => a.label.localeCompare(b.label)),\n    [data, kind, groupId, org, excludeId],\n  )\n  // Pinned first, and each record once: `groupBy` needs a group's rows adjacent.\n  const options = useMemo(() => {\n    if (!pinned?.length) return windowOptions\n    const held = new Set(pinned.map((option) => option.id))\n    return [...pinned, ...windowOptions.filter((option) => !held.has(option.id))]\n  }, [pinned, windowOptions])\n  const pinnedIds = useMemo(() => new Set(pinned?.map((option) => option.id)), [pinned])\n  /*\n   * The linked record may sit outside the window — an old contact a record\n   * page's button linked — so the value is a placeholder carrying its id\n   * until (unless) the window turns out to hold it.\n   */\n  const selected = useMemo(() => {\n    if (!value) return null\n    return (\n      options.find((option) => option.id === value) ?? { id: value, label: valueLabel || value }\n    )\n  }, [options, value, valueLabel])\n\n  return (\n    <Autocomplete\n      options={options}\n      value={selected}\n      onChange={(_event, next) => onChange(next?.id ?? null)}\n      onOpen={() => setOpened(true)}\n      getOptionLabel={(option) => option.label}\n      isOptionEqualToValue={(option, current) => option.id === current.id}\n      groupBy={\n        pinned?.length\n          ? (option) =>\n              pinnedIds.has(option.id)\n                ? (pinnedLabel ?? PICKER_LABELS[kind])\n                : `All ${PICKER_PLURALS[kind]}`\n          : undefined\n      }\n      loading={opened && status === 'loading'}\n      disabled={disabled}\n      size=\"small\"\n      renderInput={(params) => (\n        <TextField\n          {...params}\n          label={label ?? PICKER_LABELS[kind]}\n          helperText={\n            options.length >= CRM_RECORD_PICKER_LIMIT\n              ? `The ${CRM_RECORD_PICKER_LIMIT} most recently updated — type to narrow.`\n              : helperText\n          }\n        />\n      )}\n    />\n  )\n}\nCrmRecordPicker.displayName = 'CrmRecordPicker'\n\nexport default CrmRecordPicker\n"],"names":["useFirestore","useFirestoreCollection","Autocomplete","TextField","collection","limit","orderBy","query","useMemo","useState","CRM_RECORD_COLLECTIONS","crmRecordName","crmVisibleToClause","contactPrimaryGroup","CRM_RECORD_PICKER_LIMIT","PICKER_LABELS","contact","company","deal","PICKER_PLURALS","useCrmRecordWindow","kind","scope","readTokens","enabled","firestore","idField","CrmRecordPicker","props","groupId","org","value","onChange","disabled","label","excludeId","valueLabel","lazy","helperText","pinned","pinnedLabel","opened","setOpened","data","status","windowOptions","filter","row","$id","map","id","sort","a","b","localeCompare","options","length","held","Set","option","has","pinnedIds","selected","find","_event","next","onOpen","getOptionLabel","isOptionEqualToValue","current","groupBy","undefined","loading","size","renderInput","params","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,YAAY,EACZC,sBAAsB,QACjB,iCAAgC;AACvC,SAASC,YAAY,EAAEC,SAAS,QAAQ,gBAAe;AACvD,SAASC,UAAU,EAAEC,KAAK,EAAEC,OAAO,EAAEC,KAAK,QAAQ,qBAAoB;AACtE,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SACEC,sBAAsB,EAEtBC,aAAa,QACR,mCAA+B;AACtC,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAE7D;;;;;;CAMC,GACD,OAAO,MAAMC,0BAA0B,IAAG;AAE1C,MAAMC,gBAA+C;IACnDC,SAAS;IACTC,SAAS;IACTC,MAAM;AACR;AAEA,MAAMC,iBAAgD;IACpDH,SAAS;IACTC,SAAS;IACTC,MAAM;AACR;AA2CA;;;;CAIC,GACD,OAAO,SAASE,mBACdC,IAAmB,EACnBC,KAAuC,EACvCC,UAAoC,EACpCC,UAAU,IAAI;IAEd,MAAMC,YAAYzB;IAClB,OAAOC,uBACL,IACEqB,SAASE,UACLjB,MACEH,WAAWqB,WAAWH,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEZ,sBAAsB,CAACW,KAAK,MACnET,mBAAmBW,aACtBjB,QAAQ,aAAa,SACrBD,MAAMS,4BAER,MACN;QAACW;QAAWH;QAAOC;QAAYF;QAAMG;KAAQ,EAC7C;QAAEE,SAAS;IAAM;AAErB;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEP,IAAI,EAAEC,KAAK,EAAEC,UAAU,EAAEM,OAAO,EAAEC,GAAG,EAAEC,KAAK,EAAEC,QAAQ,EAAEC,QAAQ,EAAE,GAAGL;IAC7E,MAAM,EAAEM,KAAK,EAAEC,SAAS,EAAEC,UAAU,EAAEC,OAAO,KAAK,EAAEC,UAAU,EAAE,GAAGV;IACnE,MAAM,EAAEW,MAAM,EAAEC,WAAW,EAAE,GAAGZ;IAChC,MAAM,CAACa,QAAQC,UAAU,GAAGjC,SAAS,CAAC4B;IACtC,MAAM,EAAEM,IAAI,EAAEC,MAAM,EAAE,GAAGxB,mBAAmBC,MAAMC,OAAOC,YAAYkB;IACrE,MAAMI,gBAAgBrC,QACpB,IACE,CAACmC,eAAAA,OAAQ,EAAE,EACRG,MAAM,CAAC,CAACC,MAAQA,IAAIC,GAAG,KAAKb,WAC5Bc,GAAG,CAAC,CAACF,MAAS,CAAA;gBACbG,IAAIH,IAAIC,GAAG;gBACXd,OACEvB,cACEU,MACA0B,KACAlB,kBAAAA,UAAWhB,oBAAoBkC,KAAKjB,KAAKD,OAAO,KAC7CkB,IAAIC,GAAG;YAChB,CAAA,GACCG,IAAI,CAAC,CAACC,GAAGC,IAAMD,EAAElB,KAAK,CAACoB,aAAa,CAACD,EAAEnB,KAAK,IACjD;QAACS;QAAMtB;QAAMQ;QAASC;QAAKK;KAAU;IAEvC,+EAA+E;IAC/E,MAAMoB,UAAU/C,QAAQ;QACtB,IAAI,EAAC+B,0BAAAA,OAAQiB,MAAM,GAAE,OAAOX;QAC5B,MAAMY,OAAO,IAAIC,IAAInB,OAAOU,GAAG,CAAC,CAACU,SAAWA,OAAOT,EAAE;QACrD,OAAO;eAAIX;eAAWM,cAAcC,MAAM,CAAC,CAACa,SAAW,CAACF,KAAKG,GAAG,CAACD,OAAOT,EAAE;SAAG;IAC/E,GAAG;QAACX;QAAQM;KAAc;IAC1B,MAAMgB,YAAYrD,QAAQ,IAAM,IAAIkD,IAAInB,0BAAAA,OAAQU,GAAG,CAAC,CAACU,SAAWA,OAAOT,EAAE,IAAI;QAACX;KAAO;IACrF;;;;GAIC,GACD,MAAMuB,WAAWtD,QAAQ;YAGrB+C;QAFF,IAAI,CAACxB,OAAO,OAAO;QACnB,QACEwB,gBAAAA,QAAQQ,IAAI,CAAC,CAACJ,SAAWA,OAAOT,EAAE,KAAKnB,kBAAvCwB,gBAAiD;YAAEL,IAAInB;YAAOG,OAAOE,cAAcL;QAAM;IAE7F,GAAG;QAACwB;QAASxB;QAAOK;KAAW;IAE/B,qBACE,KAAClC;QACCqD,SAASA;QACTxB,OAAO+B;QACP9B,UAAU,CAACgC,QAAQC;;mBAASjC,iBAASiC,wBAAAA,KAAMf,EAAE,mBAAI;;QACjDgB,QAAQ,IAAMxB,UAAU;QACxByB,gBAAgB,CAACR,SAAWA,OAAOzB,KAAK;QACxCkC,sBAAsB,CAACT,QAAQU,UAAYV,OAAOT,EAAE,KAAKmB,QAAQnB,EAAE;QACnEoB,SACE/B,CAAAA,0BAAAA,OAAQiB,MAAM,IACV,CAACG,SACCE,UAAUD,GAAG,CAACD,OAAOT,EAAE,IAClBV,sBAAAA,cAAezB,aAAa,CAACM,KAAK,GACnC,CAAC,IAAI,EAAEF,cAAc,CAACE,KAAK,EAAE,GACnCkD;QAENC,SAAS/B,UAAUG,WAAW;QAC9BX,UAAUA;QACVwC,MAAK;QACLC,aAAa,CAACC,uBACZ,KAACxE,wBACKwE;gBACJzC,KAAK,EAAEA,gBAAAA,QAASnB,aAAa,CAACM,KAAK;gBACnCiB,YACEiB,QAAQC,MAAM,IAAI1C,0BACd,CAAC,IAAI,EAAEA,wBAAwB,wCAAwC,CAAC,GACxEwB;;;AAMhB;AACAX,gBAAgBiD,WAAW,GAAG;AAE9B,eAAejD,gBAAe"}