@aglyn/plugins-crm 1.0.0 → 1.1.0

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/log-activity-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmActivityKind, CrmActivityRow } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport type { ActivityRecordLink, ActivityScope } from './activity-queries'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** The longest body a single activity stores — a call summary, not a document. */\nconst BODY_MAX = 4000\nconst OUTCOME_MAX = 200\nconst DURATION_MAX_MINUTES = 24 * 60\n\n/**\n * Epoch millis as the value a `datetime-local` input holds, in the LOCAL\n * zone — the input has no zone of its own, so an ISO string with a `Z`\n * would land the call an offset away from when it happened.\n */\nfunction toLocalInput(ms: number): string {\n  if (!Number.isFinite(ms)) return ''\n  const date = new Date(ms)\n  const pad = (value: number) => String(value).padStart(2, '0')\n  return (\n    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` +\n    `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`\n  )\n}\n\n/** The inverse: a `datetime-local` value parsed as local time, or `null`. */\nfunction fromLocalInput(value: string): number | null {\n  if (!value) return null\n  const ms = new Date(value).getTime()\n  return Number.isFinite(ms) ? ms : null\n}\n\ninterface Draft {\n  kind: CrmActivityKind\n  body: string\n  /** The `datetime-local` string, not millis — what the input holds. */\n  at: string\n  outcome: string\n  /** Free text until save, so a half-typed number does not snap to zero. */\n  durationMinutes: string\n  /**\n   * Which way a call or an email went (AGL-3517) — Salesforce's Call Type\n   * for a call — or `''` for not said. Kept across a kind change and\n   * written only when the kind takes it.\n   */\n  direction: string\n}\n\n/** The kind a new activity opens on when the caller names none. */\nconst DEFAULT_KIND: CrmActivityKind = 'call'\n\nconst freshDraft = (kind: CrmActivityKind = DEFAULT_KIND): Draft => ({\n  kind,\n  body: '',\n  at: toLocalInput(Date.now()),\n  outcome: '',\n  durationMinutes: '',\n  // Most logged calls and emails are the team's own.\n  direction: 'outbound',\n})\n\nconst draftFrom = (activity: CrmActivityRow): Draft => ({\n  kind: Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',\n  body: activity.body ?? '',\n  at: toLocalInput(activity.atMs),\n  outcome: activity.outcome ?? '',\n  durationMinutes:\n    typeof activity.durationMinutes === 'number'\n      ? String(activity.durationMinutes)\n      : '',\n  direction: Aglyn.crmActivityDirection(activity.kind, activity.direction) ?? '',\n})\n\nexport interface LogActivityDialogProps {\n  open: boolean\n  onClose: () => void\n  /** Where the activity is written, from `useActivityScope`. */\n  scope: ActivityScope\n  /**\n   * The record the activity is filed against, FIXED by the caller. A\n   * contact's page logs against that contact; the dialog offers no picker,\n   * because an activity logged from a record page is about that record and\n   * a picker would be a way to file it somewhere the reader is not looking.\n   */\n  link: ActivityRecordLink\n  /**\n   * When set, the dialog EDITS this activity rather than logging a new one.\n   * The link, the author and the scope stay what they were; only what was\n   * said, when, and how it went can change.\n   */\n  activity?: CrmActivityRow | null\n  /**\n   * What a NEW activity opens as (AGL-2661) — the click-to-call button\n   * opens the dialog already a call, so logging one is the button and a\n   * sentence rather than the button, the kind and a sentence. Ignored for\n   * an edit, whose kind is the activity's own.\n   */\n  kind?: CrmActivityKind\n}\n\n/**\n * Log a call, an email, a meeting, a note or something else against a\n * record (AGL-2600) — or correct one already logged.\n *\n * ## What is written\n *\n * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from\n * `crmScopeTokens`, so it lands in exactly the scope a contact captured on\n * this site would; `hostId` as provenance; `byUid` and `byName` for the\n * author, the name denormalized because a colleague reading the log cannot\n * resolve a uid (see `CrmActivity.byName`); `atMs` for when it HAPPENED,\n * which the reader picks and which defaults to now; and the timestamps.\n *\n * An edit rewrites only the fields the dialog shows. `visibleTo` is never\n * touched — the rules refuse a scoped member changing it, and widening a\n * record is an act for an org-wide member on the record itself — and neither\n * is the author or the link. A kind that stops taking an outcome takes the\n * outcome and the duration off the document rather than leaving a stale\n * \"left a voicemail\" on what is now a note.\n *\n * ## Who may write\n *\n * The rules admit any member who may write scoped org data, on create and\n * on update alike; they do not distinguish the author. The card that opens\n * this dialog for an edit checks the author itself (`useCanEditActivity`),\n * so what reaches here has already passed the console's verdict.\n */\nexport function LogActivityDialog(props: LogActivityDialogProps) {\n  const { open, onClose, scope, link, activity, kind: presetKind } = props\n  const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens } =\n    scope\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const { enqueueSnackbar } = useSnackbar()\n  const [draft, setDraft] = useState<Draft>(freshDraft)\n  const [saving, setSaving] = useState(false)\n\n  /*\n   * Seeded on OPEN, not on mount: the dialog stays mounted between uses so\n   * its state survives a close, and \"log another call\" must start from now\n   * rather than from the last call's timestamp.\n   */\n  useEffect(() => {\n    if (open) setDraft(activity ? draftFrom(activity) : freshDraft(presetKind))\n  }, [open, activity, presetKind])\n\n  const hasOutcome = Aglyn.activityKindHasOutcome(draft.kind)\n  const directions = Aglyn.CRM_ACTIVITY_DIRECTIONS[draft.kind] ?? []\n  const direction = Aglyn.crmActivityDirection(draft.kind, draft.direction)\n  const atMs = fromLocalInput(draft.at)\n  const body = draft.body.trim()\n  const duration = draft.durationMinutes.trim()\n    ? Number(draft.durationMinutes)\n    : null\n  const durationValid =\n    duration === null ||\n    (Number.isInteger(duration) &&\n      duration >= 0 &&\n      duration <= DURATION_MAX_MINUTES)\n  const canSave =\n    Boolean(dataScope) &&\n    Boolean(user?.uid) &&\n    // A NEW activity is stamped with a site's scope and provenance; at the\n    // organization level that is the picked site, and there is nothing to\n    // write until there is one (AGL-2630). An edit never touches either.\n    (Boolean(activity) || Boolean(hostId)) &&\n    body.length > 0 &&\n    atMs !== null &&\n    durationValid &&\n    !saving\n\n  const handleSave = useCallback(async () => {\n    // Every guard the button reads, again — a callback can outlive the\n    // render that disabled it.\n    if (!dataScope || !user?.uid || !body || atMs === null || !durationValid) {\n      return\n    }\n    if (!activity && !hostId) return\n    setSaving(true)\n    try {\n      const said = {\n        kind: draft.kind,\n        body: body.slice(0, BODY_MAX),\n        atMs,\n      }\n      const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : ''\n      const durationMinutes = hasOutcome && duration !== null ? duration : null\n      if (activity) {\n        await updateDoc(\n          doc(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n            activity.$id,\n          ),\n          {\n            ...said,\n            // Cleared rather than left: a call turned into a note must not\n            // keep the call's outcome, and Firestore refuses `undefined`.\n            outcome: outcome ? outcome : deleteField(),\n            direction: direction ?? deleteField(),\n            durationMinutes:\n              durationMinutes !== null ? durationMinutes : deleteField(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity updated', { variant: 'success', persist: false })\n      } else {\n        /*\n         * THE PER-RECORD CEILING (AGL-2611): one aggregate on the record\n         * this dialog is filing under, before the write — the same count\n         * the automation step and the REST create take, on the same link.\n         * Scoped to the tokens this viewer may list, as every activity\n         * listener is, so the rules admit the aggregate for a scoped\n         * member exactly as they admit the timeline.\n         */\n        const lead = Aglyn.crmActivityCeilingLink(link)\n        if (lead) {\n          const logged = (\n            await getCountFromServer(\n              query(\n                collection(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  Aglyn.CRM_COLLECTIONS.activities,\n                ),\n                ...crmVisibleToClause(readTokens),\n                where(lead.field, '==', lead.id),\n              ),\n            )\n          ).data().count\n          if (!Aglyn.crmActivityLogHasRoom(logged)) {\n            enqueueSnackbar(Aglyn.CRM_ACTIVITY_LOG_FULL_MESSAGE, {\n              variant: 'warning',\n              persist: false,\n            })\n            return\n          }\n        }\n        await addDoc(\n          collection(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n          ),\n          {\n            ...said,\n            ...(outcome ? { outcome } : {}),\n            ...(durationMinutes !== null ? { durationMinutes } : {}),\n            ...(direction ? { direction } : {}),\n            // Only the link the caller fixed. A key with no value is\n            // `undefined`, which Firestore refuses, so each is spread in\n            // rather than written blank.\n            ...(link.contactId ? { contactId: link.contactId } : {}),\n            ...(link.companyId ? { companyId: link.companyId } : {}),\n            ...(link.dealId ? { dealId: link.dealId } : {}),\n            ...(link.leadId ? { leadId: link.leadId } : {}),\n            visibleTo: writeTokens,\n            hostId,\n            byUid: user.uid,\n            // Absent rather than blank while the profile is still resolving:\n            // the row reads a stored name over anything else, and an empty\n            // string would be a name.\n            ...(authorName ? { byName: authorName } : {}),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity logged', { variant: 'success', persist: false })\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    dataScope,\n    user,\n    body,\n    atMs,\n    durationValid,\n    draft.kind,\n    draft.outcome,\n    direction,\n    hasOutcome,\n    duration,\n    activity,\n    firestore,\n    enqueueSnackbar,\n    link,\n    readTokens,\n    writeTokens,\n    hostId,\n    authorName,\n    onClose,\n  ])\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{activity ? 'Edit activity' : 'Log activity'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {/* Only for a new activity at the organization level — see `canSave`. */}\n        {activity ? null : (\n          <CrmSitePicker\n            hostId={mountedHostId}\n            disabled={saving}\n            helperText=\"The site this activity is logged from — it decides which of your sites may see it.\"\n          />\n        )}\n        <Stack direction=\"row\" spacing={1} sx={{ mt: 1 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Kind\"\n            value={draft.kind}\n            onChange={(event) =>\n              setDraft((prev) => ({\n                ...prev,\n                kind: Aglyn.isCrmActivityKind(event.target.value)\n                  ? event.target.value\n                  : prev.kind,\n              }))\n            }\n            sx={{ minWidth: 140 }}\n          >\n            {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n              <MenuItem key={kind} value={kind}>\n                {Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]}\n              </MenuItem>\n            ))}\n          </TextField>\n          {directions.length ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Direction\"\n              value={direction ?? ''}\n              onChange={(event) =>\n                setDraft((prev) => ({ ...prev, direction: String(event.target.value) }))\n              }\n              slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              sx={{ minWidth: 130 }}\n            >\n              <MenuItem value=\"\">{'Not said'}</MenuItem>\n              {directions.map((entry) => (\n                <MenuItem key={entry} value={entry}>\n                  {Aglyn.CRM_ACTIVITY_DIRECTION_LABELS[entry]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"When\"\n            type=\"datetime-local\"\n            value={draft.at}\n            onChange={(event) =>\n              setDraft((prev) => ({ ...prev, at: event.target.value }))\n            }\n            error={draft.at.length > 0 && atMs === null}\n            slotProps={{ inputLabel: { shrink: true } }}\n            sx={{ flex: 1 }}\n          />\n        </Stack>\n        <TextField\n          size=\"small\"\n          label=\"What happened\"\n          value={draft.body}\n          onChange={(event) =>\n            setDraft((prev) => ({ ...prev, body: event.target.value }))\n          }\n          multiline\n          minRows={3}\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: BODY_MAX } }}\n        />\n        {hasOutcome ? (\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              size=\"small\"\n              label=\"Outcome\"\n              placeholder=\"Left a voicemail\"\n              value={draft.outcome}\n              onChange={(event) =>\n                setDraft((prev) => ({ ...prev, outcome: event.target.value }))\n              }\n              slotProps={{ htmlInput: { maxLength: OUTCOME_MAX } }}\n              sx={{ flex: 1 }}\n            />\n            <TextField\n              size=\"small\"\n              label=\"Minutes\"\n              type=\"number\"\n              value={draft.durationMinutes}\n              onChange={(event) =>\n                setDraft((prev) => ({\n                  ...prev,\n                  durationMinutes: event.target.value,\n                }))\n              }\n              error={!durationValid}\n              slotProps={{\n                htmlInput: { min: 0, max: DURATION_MAX_MINUTES, step: 1 },\n              }}\n              sx={{ width: 120 }}\n            />\n          </Stack>\n        ) : null}\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={saving}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"primary\"\n          disabled={!canSave}\n          onClick={handleSave}\n        >\n          {activity ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/log-activity-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmActivityKind, CrmActivityRow } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useRef, useState } from 'react'\nimport { crmActivityClientReads } from '../hooks/crm-activity-client-reads'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport {\n  crmActivityLinkFromPicks,\n  crmActivityPicksEqual,\n  crmActivityPicksFrom,\n  type CrmActivityPicks,\n  resolveCrmActivityCompany,\n} from '../model/crm-activity-link'\nimport { ActivityLinkFields } from './activity-link-fields'\nimport type { ActivityRecordLink, ActivityScope } from './activity-queries'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** The longest body a single activity stores — a call summary, not a document. */\nconst BODY_MAX = 4000\nconst OUTCOME_MAX = 200\nconst DURATION_MAX_MINUTES = 24 * 60\n\n/**\n * Epoch millis as the value a `datetime-local` input holds, in the LOCAL\n * zone — the input has no zone of its own, so an ISO string with a `Z`\n * would land the call an offset away from when it happened.\n */\nfunction toLocalInput(ms: number): string {\n  if (!Number.isFinite(ms)) return ''\n  const date = new Date(ms)\n  const pad = (value: number) => String(value).padStart(2, '0')\n  return (\n    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` +\n    `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`\n  )\n}\n\n/** The inverse: a `datetime-local` value parsed as local time, or `null`. */\nfunction fromLocalInput(value: string): number | null {\n  if (!value) return null\n  const ms = new Date(value).getTime()\n  return Number.isFinite(ms) ? ms : null\n}\n\ninterface Draft {\n  kind: CrmActivityKind\n  body: string\n  /** The `datetime-local` string, not millis — what the input holds. */\n  at: string\n  outcome: string\n  /** Free text until save, so a half-typed number does not snap to zero. */\n  durationMinutes: string\n  /**\n   * Which way a call or an email went (AGL-3517) — Salesforce's Call Type\n   * for a call — or `''` for not said. Kept across a kind change and\n   * written only when the kind takes it.\n   */\n  direction: string\n  /** **Name** and **Related To**, as the reader has left them. */\n  picks: CrmActivityPicks\n}\n\n/** The kind a new activity opens on when the caller names none. */\nconst DEFAULT_KIND: CrmActivityKind = 'call'\n\nconst freshDraft = (\n  kind: CrmActivityKind = DEFAULT_KIND,\n  picks: CrmActivityPicks = crmActivityPicksFrom({}),\n): Draft => ({\n  kind,\n  body: '',\n  at: toLocalInput(Date.now()),\n  outcome: '',\n  durationMinutes: '',\n  // Most logged calls and emails are the team's own.\n  direction: 'outbound',\n  picks,\n})\n\nconst draftFrom = (activity: CrmActivityRow): Draft => ({\n  kind: Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',\n  body: activity.body ?? '',\n  at: toLocalInput(activity.atMs),\n  outcome: activity.outcome ?? '',\n  durationMinutes:\n    typeof activity.durationMinutes === 'number'\n      ? String(activity.durationMinutes)\n      : '',\n  direction: Aglyn.crmActivityDirection(activity.kind, activity.direction) ?? '',\n  picks: crmActivityPicksFrom(activity),\n})\n\nexport interface LogActivityDialogProps {\n  open: boolean\n  onClose: () => void\n  /** Where the activity is written, from `useActivityScope`. */\n  scope: ActivityScope\n  /**\n   * The record the dialog was opened on, which prefills **Name** and\n   * **Related To** (AGL-4123). A lead's own log offers neither: the lead is\n   * the entry's only link until it converts.\n   */\n  link: ActivityRecordLink\n  /**\n   * The deal the dialog was opened on, as its page read it: **Name** opens on\n   * its Primary and its contact roles lead the list.\n   */\n  deal?: { contactId?: unknown; contactRoles?: unknown } | null\n  /**\n   * When set, the dialog EDITS this activity rather than logging a new one.\n   * The author and the scope stay what they were; what was said, when, how\n   * it went, and who and what it is about can change.\n   */\n  activity?: CrmActivityRow | null\n  /**\n   * What a NEW activity opens as (AGL-2661) — the click-to-call button\n   * opens the dialog already a call, so logging one is the button and a\n   * sentence rather than the button, the kind and a sentence. Ignored for\n   * an edit, whose kind is the activity's own.\n   */\n  kind?: CrmActivityKind\n}\n\n/**\n * Log a call, an email, a meeting, a note or something else against a\n * record (AGL-2600) — or correct one already logged.\n *\n * ## Who, what and which account\n *\n * **Name** and **Related To** are Salesforce's Who and What (AGL-4123), and\n * the company an entry rolls up to is stamped from them when it is saved —\n * `model/crm-activity-link.ts` has the rule, shared with every other writer.\n * The fields open on the record the dialog was opened from and the reader may\n * change them: an entry named for a deal shows on the deal, on the person's\n * timeline and on the company, whichever page it was logged from.\n *\n * ## What is written\n *\n * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from\n * `crmScopeTokens`, so it lands in exactly the scope a contact captured on\n * this site would; `hostId` as provenance; `byUid` and `byName` for the\n * author, the name denormalized because a colleague reading the log cannot\n * resolve a uid (see `CrmActivity.byName`); `atMs` for when it HAPPENED,\n * which the reader picks and which defaults to now; and the timestamps.\n *\n * An edit rewrites only the fields the dialog shows. `visibleTo` is never\n * touched — the rules refuse a scoped member changing it, and widening a\n * record is an act for an org-wide member on the record itself — and neither\n * is the author. The links are rewritten only when **Name** or **Related To**\n * changed, and then the company is worked out again, so an edit that corrects\n * a typo cannot move an entry off a timeline it was filed on. A kind that\n * stops taking an outcome takes the outcome and the duration off the document\n * rather than leaving a stale \"left a voicemail\" on what is now a note.\n *\n * ## Who may write\n *\n * The rules admit any member who may write scoped org data, on create and\n * on update alike; they do not distinguish the author. The card that opens\n * this dialog for an edit checks the author itself (`useCanEditActivity`),\n * so what reaches here has already passed the console's verdict.\n */\nexport function LogActivityDialog(props: LogActivityDialogProps) {\n  const { open, onClose, scope, link, deal, activity, kind: presetKind } = props\n  const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens, needsSite } =\n    scope\n  const { consentGroup, org } = scope\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const { enqueueSnackbar } = useSnackbar()\n  const [draft, setDraft] = useState<Draft>(freshDraft)\n  const [saving, setSaving] = useState(false)\n\n  /*\n   * Seeded on OPEN, not on mount: the dialog stays mounted between uses so\n   * its state survives a close, and \"log another call\" must start from now\n   * rather than from the last call's timestamp. The record is read through a\n   * ref, because a deal is a live document and a colleague's save to it must\n   * not wipe what the reader has typed so far.\n   */\n  const openedOn = useRef({ link, deal })\n  useEffect(() => {\n    openedOn.current = { link, deal }\n  }, [link, deal])\n  useEffect(() => {\n    if (!open) return\n    const seed = openedOn.current\n    const primary = seed.deal ? Aglyn.dealPrimaryContactId(Aglyn.dealContactRolesOf(seed.deal)) : null\n    setDraft(\n      activity\n        ? draftFrom(activity)\n        : freshDraft(presetKind, crmActivityPicksFrom(seed.link, primary)),\n    )\n  }, [open, activity, presetKind])\n\n  const hasOutcome = Aglyn.activityKindHasOutcome(draft.kind)\n  const directions = Aglyn.CRM_ACTIVITY_DIRECTIONS[draft.kind] ?? []\n  const direction = Aglyn.crmActivityDirection(draft.kind, draft.direction)\n  const atMs = fromLocalInput(draft.at)\n  const body = draft.body.trim()\n  /*\n   * A lead's own log shows neither field: a lead is not a contact **Name**\n   * could hold, and in Salesforce's model too it names no What. A contact\n   * beside the lead means it converted, and the entry reads like any other.\n   */\n  const filedOn = activity ?? link\n  const leadOnly = Boolean(filedOn.leadId) && !filedOn.contactId\n  const { picks } = draft\n  // An activity attached to nothing is a sentence nobody can find (AGL-2606).\n  const linked = leadOnly || Boolean(picks.contactId || picks.related)\n  const duration = draft.durationMinutes.trim()\n    ? Number(draft.durationMinutes)\n    : null\n  const durationValid =\n    duration === null ||\n    (Number.isInteger(duration) &&\n      duration >= 0 &&\n      duration <= DURATION_MAX_MINUTES)\n  const canSave =\n    Boolean(dataScope) &&\n    Boolean(user?.uid) &&\n    // A NEW activity is stamped with a scope: the whole org where every site\n    // sees the CRM's records, else the picked site's — and in an org that\n    // keeps its sites apart there is nothing to write until one is picked\n    // (AGL-2630). An edit never touches either.\n    (Boolean(activity) || writeTokens.length > 0) &&\n    body.length > 0 &&\n    atMs !== null &&\n    durationValid &&\n    linked &&\n    !saving\n\n  const handleSave = useCallback(async () => {\n    // Every guard the button reads, again — a callback can outlive the\n    // render that disabled it.\n    if (!dataScope || !user?.uid || !body || atMs === null || !durationValid || !linked) {\n      return\n    }\n    if (!activity && !writeTokens.length) return\n    setSaving(true)\n    try {\n      const named = crmActivityLinkFromPicks(picks, filedOn.leadId)\n      const stamped = () =>\n        resolveCrmActivityCompany(\n          named,\n          { groupId: consentGroup?.groupId, org },\n          crmActivityClientReads(firestore, dataScope[1]),\n        )\n      const said = {\n        kind: draft.kind,\n        body: body.slice(0, BODY_MAX),\n        atMs,\n      }\n      const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : ''\n      const durationMinutes = hasOutcome && duration !== null ? duration : null\n      if (activity) {\n        const relinked = crmActivityPicksEqual(picks, crmActivityPicksFrom(activity))\n          ? null\n          : await stamped()\n        await updateDoc(\n          doc(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n            activity.$id,\n          ),\n          {\n            ...said,\n            // Cleared rather than left: an entry moved off a deal must stop\n            // showing on it. A lead's own link is never the fields' to change.\n            ...(relinked\n              ? {\n                  contactId: relinked.contactId ?? deleteField(),\n                  dealId: relinked.dealId ?? deleteField(),\n                  companyId: relinked.companyId ?? deleteField(),\n                }\n              : {}),\n            // Cleared rather than left: a call turned into a note must not\n            // keep the call's outcome, and Firestore refuses `undefined`.\n            outcome: outcome ? outcome : deleteField(),\n            direction: direction ?? deleteField(),\n            durationMinutes:\n              durationMinutes !== null ? durationMinutes : deleteField(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity updated', { variant: 'success', persist: false })\n      } else {\n        /*\n         * THE PER-RECORD CEILING (AGL-2611): one aggregate on the record\n         * this dialog is filing under, before the write — the same count\n         * the automation step and the REST create take, on the same link.\n         * Scoped to the tokens this viewer may list, as every activity\n         * listener is, so the rules admit the aggregate for a scoped\n         * member exactly as they admit the timeline.\n         */\n        const lead = Aglyn.crmActivityCeilingLink(named)\n        if (lead) {\n          const logged = (\n            await getCountFromServer(\n              query(\n                collection(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  Aglyn.CRM_COLLECTIONS.activities,\n                ),\n                ...crmVisibleToClause(readTokens),\n                where(lead.field, '==', lead.id),\n              ),\n            )\n          ).data().count\n          if (!Aglyn.crmActivityLogHasRoom(logged)) {\n            enqueueSnackbar(Aglyn.CRM_ACTIVITY_LOG_FULL_MESSAGE, {\n              variant: 'warning',\n              persist: false,\n            })\n            return\n          }\n        }\n        const links = await stamped()\n        await addDoc(\n          collection(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n          ),\n          {\n            ...said,\n            ...(outcome ? { outcome } : {}),\n            ...(durationMinutes !== null ? { durationMinutes } : {}),\n            ...(direction ? { direction } : {}),\n            // Only the links it has: `stampCrmActivityCompany` leaves no blank\n            // key, and Firestore refuses `undefined`.\n            ...links,\n            visibleTo: writeTokens,\n            hostId,\n            byUid: user.uid,\n            // Absent rather than blank while the profile is still resolving:\n            // the row reads a stored name over anything else, and an empty\n            // string would be a name.\n            ...(authorName ? { byName: authorName } : {}),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity logged', { variant: 'success', persist: false })\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    dataScope,\n    user,\n    body,\n    atMs,\n    durationValid,\n    draft.kind,\n    draft.outcome,\n    direction,\n    hasOutcome,\n    duration,\n    activity,\n    firestore,\n    enqueueSnackbar,\n    linked,\n    picks,\n    filedOn.leadId,\n    consentGroup,\n    org,\n    readTokens,\n    writeTokens,\n    hostId,\n    authorName,\n    onClose,\n  ])\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{activity ? 'Edit activity' : 'Log activity'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {/* Only for a new activity at the organization level — see `canSave`. */}\n        {activity ? null : (\n          <CrmSitePicker\n            hostId={mountedHostId}\n            disabled={saving}\n            optional={needsSite === false}\n            helperText={\n              needsSite === false\n                ? undefined\n                : 'The site this activity is logged from — it decides which of your sites may see it.'\n            }\n          />\n        )}\n        <Stack direction=\"row\" spacing={1} sx={{ mt: 1 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Kind\"\n            value={draft.kind}\n            onChange={(event) =>\n              setDraft((prev) => ({\n                ...prev,\n                kind: Aglyn.isCrmActivityKind(event.target.value)\n                  ? event.target.value\n                  : prev.kind,\n              }))\n            }\n            sx={{ minWidth: 140 }}\n          >\n            {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n              <MenuItem key={kind} value={kind}>\n                {Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]}\n              </MenuItem>\n            ))}\n          </TextField>\n          {directions.length ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Direction\"\n              value={direction ?? ''}\n              onChange={(event) =>\n                setDraft((prev) => ({ ...prev, direction: String(event.target.value) }))\n              }\n              slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              sx={{ minWidth: 130 }}\n            >\n              <MenuItem value=\"\">{'Not said'}</MenuItem>\n              {directions.map((entry) => (\n                <MenuItem key={entry} value={entry}>\n                  {Aglyn.CRM_ACTIVITY_DIRECTION_LABELS[entry]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"When\"\n            type=\"datetime-local\"\n            value={draft.at}\n            onChange={(event) =>\n              setDraft((prev) => ({ ...prev, at: event.target.value }))\n            }\n            error={draft.at.length > 0 && atMs === null}\n            slotProps={{ inputLabel: { shrink: true } }}\n            sx={{ flex: 1 }}\n          />\n        </Stack>\n        <TextField\n          size=\"small\"\n          label=\"What happened\"\n          value={draft.body}\n          onChange={(event) =>\n            setDraft((prev) => ({ ...prev, body: event.target.value }))\n          }\n          multiline\n          minRows={3}\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: BODY_MAX } }}\n        />\n        {hasOutcome ? 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package/src/lib/components/new-contact-drawer.d.ts

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

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  composeContactName,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_NAME_PART_MAX,\n  CRM_SALUTATION_PICKLIST,\n  CONTACT_LIFECYCLE_STAGES,\n  consentGroupDisclosure,\n  consentGroupDisclosureKey,\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n  CompanyPicker,\n  type CompanyOption,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmPicklistSelect } from './picklist-select'\nimport type { OrgMemberOption } from './use-org-members'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewContactValues {\n  email: string\n  /** The name as typed, or the first and last names' composition when either was given. */\n  name: string\n  /** Salesforce's standard contact fields (AGL-3515), `''` (or `false`) for none. */\n  salutation: string\n  firstName: string\n  lastName: string\n  mobilePhone: string\n  department: string\n  doNotCall: boolean\n  phone: string\n  jobTitle: string\n  /** The picked company's name — the label the list column and the search read. */\n  companyName: string\n  /** The picked company, or `null` for none (AGL-2613). */\n  companyId: string | null\n  ownerUid: string\n  lifecycleStage: ContactLifecycleStage | ''\n  tags: string[]\n  address: AglynPostalAddress | null\n  marketingConsent: boolean\n  /**\n   * The key of the consent-group sentence shown beside the box, when one was\n   * (AGL-3320) — what lets the route record the opt-in for the whole group\n   * the sentence named. `null` when the site sends on its own.\n   */\n  disclosedConsentGroup: string | null\n}\n\nexport interface NewContactDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the contact is being added from — what scopes the company list\n   * and the controller the consent checkbox records a basis for. `null` at\n   * the organization level (AGL-2630), where the drawer asks which site\n   * with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  owners: OrgMemberOption[]\n  /** The roster has answered — an empty list is then \"nobody to pick\". */\n  ownersReady: boolean\n  onSubmit: (values: NewContactValues) => void\n}\n\n/**\n * ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n *\n * A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n *\n * ## What is checked here and what is not\n *\n * The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n *\n * ## The consent box is a claim, and says so\n *\n * The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n *\n * ## The company is a record, picked or created here\n *\n * The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n */\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    busy,\n    error,\n    owners,\n    ownersReady,\n    onSubmit,\n  } = props\n  /*\n   * The controller the consent checkbox records a basis FOR: the mounted\n   * site's group, or at the organization level the picked site's — the one\n   * the route will capture the contact under. `null` until a site is\n   * picked, and the submit waits on it.\n   */\n  const { createHostId, createGroup, orgId } = useCrmScope({ hostId, org })\n  const consentGroup: ConsentGroup | null = createGroup\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, open ? orgId : null)\n  const companies = useCompanyOptions({ hostId, org, enabled: open })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [salutation, setSalutation] = useState('')\n  const [firstName, setFirstName] = useState('')\n  const [lastName, setLastName] = useState('')\n  const [mobilePhone, setMobilePhone] = useState('')\n  const [department, setDepartment] = useState('')\n  const [doNotCall, setDoNotCall] = useState(false)\n  const [mobileError, setMobileError] = useState('')\n  const [phone, setPhone] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [company, setCompany] = useState<CompanyOption | null>(null)\n  const [ownerUid, setOwnerUid] = useState('')\n  const [lifecycleStage, setLifecycleStage] = useState<\n    ContactLifecycleStage | ''\n  >('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [marketingConsent, setMarketingConsent] = useState(false)\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n\n  /*\n   * A fresh form on every opening. The drawer stays mounted behind the list\n   * between uses, and a person typed and then abandoned must not reappear\n   * half-filled the next time somebody reaches for \"New contact\".\n   */\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setSalutation('')\n    setFirstName('')\n    setLastName('')\n    setMobilePhone('')\n    setDepartment('')\n    setDoNotCall(false)\n    setMobileError('')\n    setPhone('')\n    setJobTitle('')\n    setCompany(null)\n    setOwnerUid('')\n    setLifecycleStage('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setMarketingConsent(false)\n    setEmailError('')\n    setPhoneError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(\n      trimmedPhone && !normalizedPhone\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    const trimmedMobile = mobilePhone.trim()\n    const normalizedMobile = trimmedMobile ? normalizePhone(trimmedMobile) : ''\n    setMobileError(\n      trimmedMobile && !normalizedMobile\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    if (\n      !normalizedEmail ||\n      (trimmedPhone && !normalizedPhone) ||\n      (trimmedMobile && !normalizedMobile)\n    ) {\n      return\n    }\n    onSubmit({\n      email: normalizedEmail,\n      name: composedName || name.trim().slice(0, 120),\n      salutation,\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      mobilePhone: normalizedMobile ?? '',\n      department: department.trim().slice(0, 120),\n      doNotCall,\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      companyName: company ? company.name.trim().slice(0, 120) : '',\n      companyId: company?.id ?? null,\n      ownerUid,\n      lifecycleStage,\n      tags: parseContactTags(tags),\n      address: normalizeAddress(address),\n      marketingConsent,\n      disclosedConsentGroup: consentGroup\n        ? consentGroupDisclosureKey(consentGroup)\n        : null,\n    })\n  }\n\n  const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n  // While a first or last name is typed, the name is theirs (AGL-3515).\n  const composedName = composeContactName(firstName, lastName)\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New contact'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/*\n            First, because everything below it is filed under the answer: the\n            site decides which of the org's sites may see the person and whose\n            consent the checkbox at the foot records. Renders nothing under a\n            site (AGL-2630).\n          */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — it is what makes two captures one person.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            onChange={setSalutation}\n            disabled={Boolean(busy)}\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"First name\"\n              value={firstName}\n              onChange={(event) => setFirstName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Last name\"\n              value={lastName}\n              onChange={(event) => setLastName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : 'Or the whole name in one field.'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Mobile phone\"\n            value={mobilePhone}\n            onChange={(event) => setMobilePhone(event.target.value)}\n            error={Boolean(mobileError)}\n            helperText={mobileError || undefined}\n            fullWidth\n          />\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => setDoNotCall(event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => setDepartment(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={company?.id ?? null}\n            onChange={(_id, picked) => setCompany(picked)}\n            onCreate={createCompany}\n            email={email}\n            disabled={Boolean(busy)}\n            helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n          />\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              setLifecycleStage(event.target.value as ContactLifecycleStage | '')\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => setOwnerUid(event.target.value)}\n            helperText={\n              ownersReady && !owners.length\n                ? 'The team roster could not be read, so nobody can be picked yet.'\n                : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {owners.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Mailing address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <Stack>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={marketingConsent}\n                  onChange={(event) => setMarketingConsent(event.target.checked)}\n                />\n              }\n              label=\"This person opted in to marketing email\"\n            />\n            <FormHelperText>\n              {(disclosure ? `${disclosure} ` : '') +\n                'Tick it only if they agreed. Adding a contact is never itself consent.'}\n            </FormHelperText>\n          </Stack>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the capturing site is known: the route resolves the\n            // org from it and stamps the record with it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add contact'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  composeContactName,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_NAME_PART_MAX,\n  CRM_SALUTATION_PICKLIST,\n  CONTACT_LIFECYCLE_STAGES,\n  consentGroupDisclosure,\n  consentGroupDisclosureKey,\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n  CompanyPicker,\n  type CompanyOption,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmPicklistSelect } from './picklist-select'\nimport type { OrgMemberOption } from './use-org-members'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewContactValues {\n  /** Normalized, or `''` for a person with no address yet (AGL-4122). */\n  email: string\n  /** The name as typed, or the first and last names' composition when either was given. */\n  name: string\n  /** Salesforce's standard contact fields (AGL-3515), `''` (or `false`) for none. */\n  salutation: string\n  firstName: string\n  lastName: string\n  mobilePhone: string\n  department: string\n  doNotCall: boolean\n  phone: string\n  jobTitle: string\n  /** The picked company's name — the label the list column and the search read. */\n  companyName: string\n  /** The picked company, or `null` for none (AGL-2613). */\n  companyId: string | null\n  ownerUid: string\n  lifecycleStage: ContactLifecycleStage | ''\n  tags: string[]\n  address: AglynPostalAddress | null\n  marketingConsent: boolean\n  /**\n   * The key of the consent-group sentence shown beside the box, when one was\n   * (AGL-3320) — what lets the route record the opt-in for the whole group\n   * the sentence named. `null` when the site sends on its own.\n   */\n  disclosedConsentGroup: string | null\n}\n\nexport interface NewContactDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the contact is being added from — what scopes the company list\n   * and the controller the consent checkbox records a basis for. `null` at\n   * the organization level (AGL-2630), where the drawer asks which site with\n   * a picker. An org whose records belong to every site may leave it empty,\n   * and one that keeps them apart holds the submit until one is named.\n   */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  owners: OrgMemberOption[]\n  /** The roster has answered — an empty list is then \"nobody to pick\". */\n  ownersReady: boolean\n  onSubmit: (values: NewContactValues) => void\n}\n\n/**\n * ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n *\n * A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n *\n * ## What is checked here and what is not\n *\n * The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Neither is required: a contact\n * needs a name, an email or a number, because the team works a deal with the\n * person in front of them and the address can come later (AGL-4122). Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n *\n * ## The consent box is a claim, and says so\n *\n * The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n *\n * ## The company is a record, picked or created here\n *\n * The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n */\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    busy,\n    error,\n    owners,\n    ownersReady,\n    onSubmit,\n  } = props\n  /*\n   * The controller the consent checkbox records a basis FOR: the mounted\n   * site's group, or at the organization level the picked site's — the one\n   * the route will capture the contact under. `null` until a site is\n   * picked, and the submit waits on it.\n   */\n  const { createHostId, createGroup, createNeedsSite, orgId } = useCrmScope({ hostId, org })\n  const consentGroup: ConsentGroup | null = createGroup\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, open ? orgId : null)\n  const companies = useCompanyOptions({ hostId, org, enabled: open })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [salutation, setSalutation] = useState('')\n  const [firstName, setFirstName] = useState('')\n  const [lastName, setLastName] = useState('')\n  const [mobilePhone, setMobilePhone] = useState('')\n  const [department, setDepartment] = useState('')\n  const [doNotCall, setDoNotCall] = useState(false)\n  const [mobileError, setMobileError] = useState('')\n  const [phone, setPhone] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [company, setCompany] = useState<CompanyOption | null>(null)\n  const [ownerUid, setOwnerUid] = useState('')\n  const [lifecycleStage, setLifecycleStage] = useState<\n    ContactLifecycleStage | ''\n  >('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [marketingConsent, setMarketingConsent] = useState(false)\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [identityError, setIdentityError] = useState('')\n\n  /*\n   * A fresh form on every opening. The drawer stays mounted behind the list\n   * between uses, and a person typed and then abandoned must not reappear\n   * half-filled the next time somebody reaches for \"New contact\".\n   */\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setSalutation('')\n    setFirstName('')\n    setLastName('')\n    setMobilePhone('')\n    setDepartment('')\n    setDoNotCall(false)\n    setMobileError('')\n    setPhone('')\n    setJobTitle('')\n    setCompany(null)\n    setOwnerUid('')\n    setLifecycleStage('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setMarketingConsent(false)\n    setEmailError('')\n    setPhoneError('')\n    setIdentityError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const trimmedEmail = email.trim()\n    const normalizedEmail = trimmedEmail ? normalizeContactEmail(trimmedEmail) : ''\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    setEmailError(trimmedEmail && !normalizedEmail ? 'Enter a valid email address.' : '')\n    setPhoneError(\n      trimmedPhone && !normalizedPhone\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    const trimmedMobile = mobilePhone.trim()\n    const normalizedMobile = trimmedMobile ? normalizePhone(trimmedMobile) : ''\n    setMobileError(\n      trimmedMobile && !normalizedMobile\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    const identified = Boolean(\n      trimmedEmail || trimmedPhone || trimmedMobile || composedName || name.trim(),\n    )\n    setIdentityError(identified ? '' : 'Enter a name, an email or a phone number.')\n    if (\n      !identified ||\n      (trimmedEmail && !normalizedEmail) ||\n      (trimmedPhone && !normalizedPhone) ||\n      (trimmedMobile && !normalizedMobile)\n    ) {\n      return\n    }\n    onSubmit({\n      email: normalizedEmail ?? '',\n      name: composedName || name.trim().slice(0, 120),\n      salutation,\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      mobilePhone: normalizedMobile ?? '',\n      department: department.trim().slice(0, 120),\n      doNotCall,\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      companyName: company ? company.name.trim().slice(0, 120) : '',\n      companyId: company?.id ?? null,\n      ownerUid,\n      lifecycleStage,\n      tags: parseContactTags(tags),\n      address: normalizeAddress(address),\n      marketingConsent: marketingConsent && Boolean(normalizedEmail),\n      disclosedConsentGroup: consentGroup\n        ? consentGroupDisclosureKey(consentGroup)\n        : null,\n    })\n  }\n\n  const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n  const hasEmail = Boolean(email.trim())\n  // While a first or last name is typed, the name is theirs (AGL-3515).\n  const composedName = composeContactName(firstName, lastName)\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New contact'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {identityError ? <Alert severity=\"warning\">{identityError}</Alert> : null}\n          {/*\n            First, because the consent at the foot is recorded against the\n            answer. Renders nothing under a site (AGL-2630).\n          */}\n          <CrmSitePicker\n            hostId={hostId}\n            optional={!createNeedsSite}\n            disabled={Boolean(busy)}\n            helperText={\n              createNeedsSite\n                ? 'The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.'\n                : 'Where they came from, if anywhere. Every site in the organization can see them either way.'\n            }\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'Optional. You can add it later, and an address already on a contact merges into them.'\n            }\n            fullWidth\n            autoFocus\n          />\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            onChange={setSalutation}\n            disabled={Boolean(busy)}\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"First name\"\n              value={firstName}\n              onChange={(event) => setFirstName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Last name\"\n              value={lastName}\n              onChange={(event) => setLastName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : 'Or the whole name in one field.'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Mobile phone\"\n            value={mobilePhone}\n            onChange={(event) => setMobilePhone(event.target.value)}\n            error={Boolean(mobileError)}\n            helperText={mobileError || undefined}\n            fullWidth\n          />\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => setDoNotCall(event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => setDepartment(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={company?.id ?? null}\n            onChange={(_id, picked) => setCompany(picked)}\n            onCreate={createCompany}\n            email={email}\n            disabled={Boolean(busy)}\n            helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n          />\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              setLifecycleStage(event.target.value as ContactLifecycleStage | '')\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => setOwnerUid(event.target.value)}\n            helperText={\n              ownersReady && !owners.length\n                ? 'The team roster could not be read, so nobody can be picked yet.'\n                : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {owners.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Mailing address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <Stack>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={marketingConsent && hasEmail}\n                  disabled={!hasEmail}\n                  onChange={(event) => setMarketingConsent(event.target.checked)}\n                />\n              }\n              label=\"This person opted in to marketing email\"\n            />\n            <FormHelperText>\n              {!hasEmail\n                ? 'Add an email first: there is nowhere to send marketing without one.'\n                : (disclosure ? `${disclosure} ` : '') +\n                  (createHostId ? '' : 'With no source site, this records it on every site. ') +\n                  'Tick it only if they agreed. Adding a contact is never itself consent.'}\n            </FormHelperText>\n          </Stack>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held only where the site decides who may see the record.\n            disabled={Boolean(busy) || (createNeedsSite && !createHostId)}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add contact'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default NewContactDrawer\n"],"names":["composeContactName","CONTACT_LIFECYCLE_STAGE_LABELS","CONTACT_NAME_PART_MAX","CRM_SALUTATION_PICKLIST","CONTACT_LIFECYCLE_STAGES","consentGroupDisclosure","consentGroupDisclosureKey","normalizeAddress","normalizeContactEmail","normalizePhone","crmMemberPickerLabel","ICON_VARIANT_CLOSE","Container","MdiIcon","SrOnly","NavigationDrawerComponent","Alert","Button","Checkbox","FormControlLabel","FormHelperText","IconButton","MenuItem","Stack","TextField","Typography","useEffect","useState","useCrmPicklist","useCrmScope","parseContactTags","CompanyPicker","useCompanyOptions","useCreateCompany","ContactAddressFields","EMPTY_ADDRESS","CrmSitePicker","CrmPicklistSelect","NewContactDrawer","props","open","onClose","hostId","org","busy","error","owners","ownersReady","onSubmit","createHostId","createGroup","createNeedsSite","orgId","consentGroup","salutations","companies","enabled","createCompany","email","setEmail","name","setName","salutation","setSalutation","firstName","setFirstName","lastName","setLastName","mobilePhone","setMobilePhone","department","setDepartment","doNotCall","setDoNotCall","mobileError","setMobileError","phone","setPhone","jobTitle","setJobTitle","company","setCompany","ownerUid","setOwnerUid","lifecycleStage","setLifecycleStage","tags","setTags","address","setAddress","marketingConsent","setMarketingConsent","emailError","setEmailError","phoneError","setPhoneError","identityError","setIdentityError","handleSubmit","trimmedEmail","trim","normalizedEmail","trimmedPhone","normalizedPhone","trimmedMobile","normalizedMobile","identified","Boolean","composedName","slice","companyName","companyId","id","disclosedConsentGroup","disclosure","hasEmail","anchor","variant","AppBarProps","color","sx","width","xs","sm","appBarLeft","edge","onClick","mr","path","component","appBarRight","gutterY","spacing","severity","optional","disabled","helperText","size","label","type","value","onChange","event","target","fullWidth","autoFocus","picklistId","picklist","direction","slotProps","htmlInput","maxLength","input","readOnly","undefined","control","checked","options","ready","truncated","_id","picked","onCreate","select","map","stage","length","owner","uid","placeholder"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,kBAAkB,EAClBC,8BAA8B,EAC9BC,qBAAqB,EACrBC,uBAAuB,EACvBC,wBAAwB,EACxBC,sBAAsB,EACtBC,yBAAyB,EAKzBC,gBAAgB,EAChBC,qBAAqB,EACrBC,cAAc,EACdC,oBAAoB,QACf,eAAc;AACrB,SAASC,kBAAkB,QAAQ,2BAA0B;AAC7D,SAASC,SAAS,EAAEC,OAAO,EAAEC,MAAM,QAAQ,uBAAsB;AACjE,SAASC,yBAAyB,QAAQ,8DAA6D;AACvG,SACEC,KAAK,EACLC,MAAM,EACNC,QAAQ,EACRC,gBAAgB,EAChBC,cAAc,EACdC,UAAU,EACVC,QAAQ,EACRC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,cAAc,QAAQ,+BAA2B;AAC1D,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,gBAAgB,QAAQ,6BAAyB;AAC1D,SACEC,aAAa,EAEbC,iBAAiB,EACjBC,gBAAgB,QACX,sBAAkB;AACzB,SACEC,oBAAoB,EACpBC,aAAa,QAER,8BAA0B;AACjC,SAASC,aAAa,QAAQ,uBAAmB;AACjD,SAASC,iBAAiB,QAAQ,uBAAmB;AA2DrD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAqCC,GACD,OAAO,SAASC,iBAAiBC,KAA4B;;IAC3D,MAAM,EACJC,IAAI,EACJC,OAAO,EACPC,MAAM,EACNC,GAAG,EACHC,IAAI,EACJC,KAAK,EACLC,MAAM,EACNC,WAAW,EACXC,QAAQ,EACT,GAAGT;IACJ;;;;;GAKC,GACD,MAAM,EAAEU,YAAY,EAAEC,WAAW,EAAEC,eAAe,EAAEC,KAAK,EAAE,GAAGvB,YAAY;QAAEa;QAAQC;IAAI;IACxF,MAAMU,eAAoCH;IAC1C,MAAMI,cAAc1B,eAAezB,yBAAyBqC,OAAOY,QAAQ;IAC3E,MAAMG,YAAYvB,kBAAkB;QAAEU;QAAQC;QAAKa,SAAShB;IAAK;IACjE,MAAMiB,gBAAgBxB,iBAAiB;QAAES;QAAQC;IAAI;IAErD,MAAM,CAACe,OAAOC,SAAS,GAAGhC,SAAS;IACnC,MAAM,CAACiC,MAAMC,QAAQ,GAAGlC,SAAS;IACjC,MAAM,CAACmC,YAAYC,cAAc,GAAGpC,SAAS;IAC7C,MAAM,CAACqC,WAAWC,aAAa,GAAGtC,SAAS;IAC3C,MAAM,CAACuC,UAAUC,YAAY,GAAGxC,SAAS;IACzC,MAAM,CAACyC,aAAaC,eAAe,GAAG1C,SAAS;IAC/C,MAAM,CAAC2C,YAAYC,cAAc,GAAG5C,SAAS;IAC7C,MAAM,CAAC6C,WAAWC,aAAa,GAAG9C,SAAS;IAC3C,MAAM,CAAC+C,aAAaC,eAAe,GAAGhD,SAAS;IAC/C,MAAM,CAACiD,OAAOC,SAAS,GAAGlD,SAAS;IACnC,MAAM,CAACmD,UAAUC,YAAY,GAAGpD,SAAS;IACzC,MAAM,CAACqD,SAASC,WAAW,GAAGtD,SAA+B;IAC7D,MAAM,CAACuD,UAAUC,YAAY,GAAGxD,SAAS;IACzC,MAAM,CAACyD,gBAAgBC,kBAAkB,GAAG1D,SAE1C;IACF,MAAM,CAAC2D,MAAMC,QAAQ,GAAG5D,SAAS;IACjC,MAAM,CAAC6D,SAASC,WAAW,GAAG9D,SAAuBQ;IACrD,MAAM,CAACuD,kBAAkBC,oBAAoB,GAAGhE,SAAS;IACzD,MAAM,CAACiE,YAAYC,cAAc,GAAGlE,SAAS;IAC7C,MAAM,CAACmE,YAAYC,cAAc,GAAGpE,SAAS;IAC7C,MAAM,CAACqE,eAAeC,iBAAiB,GAAGtE,SAAS;IAEnD;;;;GAIC,GACDD,UAAU;QACR,IAAI,CAACc,MAAM;QACXmB,SAAS;QACTE,QAAQ;QACRE,cAAc;QACdE,aAAa;QACbE,YAAY;QACZE,eAAe;QACfE,cAAc;QACdE,aAAa;QACbE,eAAe;QACfE,SAAS;QACTE,YAAY;QACZE,WAAW;QACXE,YAAY;QACZE,kBAAkB;QAClBE,QAAQ;QACRE,WAAWtD;QACXwD,oBAAoB;QACpBE,cAAc;QACdE,cAAc;QACdE,iBAAiB;IACnB,GAAG;QAACzD;KAAK;IAET,MAAM0D,eAAe;;QACnB,MAAMC,eAAezC,MAAM0C,IAAI;QAC/B,MAAMC,kBAAkBF,eAAe3F,sBAAsB2F,gBAAgB;QAC7E,MAAMG,eAAe1B,MAAMwB,IAAI;QAC/B,MAAMG,kBAAkBD,eAAe7F,eAAe6F,gBAAgB;QACtET,cAAcM,gBAAgB,CAACE,kBAAkB,iCAAiC;QAClFN,cACEO,gBAAgB,CAACC,kBACb,0DACA;QAEN,MAAMC,gBAAgBpC,YAAYgC,IAAI;QACtC,MAAMK,mBAAmBD,gBAAgB/F,eAAe+F,iBAAiB;QACzE7B,eACE6B,iBAAiB,CAACC,mBACd,0DACA;QAEN,MAAMC,aAAaC,QACjBR,gBAAgBG,gBAAgBE,iBAAiBI,gBAAgBhD,KAAKwC,IAA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package/src/lib/components/pipeline-stages-dialog.js

@@ -25,6 +25,7 @@ import { collection, doc, getCountFromServer, query, updateDoc, where } from "fi
 import { useCallback, useEffect, useState } from "react";
 import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
 import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory, setStageProbability, sortedStages, stageRemovalRefusal, stagesProblem } from "../model/deal-board-model.js";
+import { settleStageNames } from "../model/settle-stage-names.js";
 /**
  * The pipeline's stages, edited as one draft and saved as one write.
  *
@@ -116,7 +117,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                 fromCache
             }, async ()=>{
                 await updateDoc(doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, pipeline.$id), {
-                    stages,
+                    stages: settleStageNames(stages),
                     updatedAt: new Date()
                 });
             });
@@ -242,6 +243,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                                                 children: /*#__PURE__*/ _jsx("span", {
                                                     children: /*#__PURE__*/ _jsx(IconButton, {
                                                         size: "small",
+                                                        "aria-label": `Move ${stage.name} up`,
                                                         disabled: first,
                                                         onClick: ()=>setStages((current)=>moveStage(current, stage.id, 'up')),
                                                         children: /*#__PURE__*/ _jsx(MdiIcon, {
@@ -256,6 +258,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                                                 children: /*#__PURE__*/ _jsx("span", {
                                                     children: /*#__PURE__*/ _jsx(IconButton, {
                                                         size: "small",
+                                                        "aria-label": `Move ${stage.name} down`,
                                                         disabled: lastOpen,
                                                         onClick: ()=>setStages((current)=>moveStage(current, stage.id, 'down')),
                                                         children: /*#__PURE__*/ _jsx(MdiIcon, {
@@ -271,6 +274,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                                                     children: /*#__PURE__*/ _jsx(IconButton, {
                                                         size: "small",
                                                         color: "error",
+                                                        "aria-label": `Remove ${stage.name}`,
                                                         disabled: counting === stage.id || busy,
                                                         onClick: ()=>void handleRemove(stage.id),
                                                         children: /*#__PURE__*/ _jsx(MdiIcon, {