@aglyn/plugins-crm 1.0.0 → 1.1.0

package/src/lib/components/company-contact-roles-card.js

@@ -0,0 +1,135 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx } from "react/jsx-runtime";
+import { CRM_COLLECTIONS, dealContactRolesOf, pluginDocsHelp } from "@aglyn/aglyn";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { doc, updateDoc } from "firebase/firestore";
+import { useCallback, useMemo, useState } from "react";
+import { useCrmPicklist } from "../hooks/use-crm-picklist.js";
+import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { companyContactRolesSave } from "../model/deal-contact-roles.js";
+import { ContactRolesEditor } from "./contact-roles-editor.js";
+/**
+ * Salesforce's Account Contact Roles (AGL-4122): who at a company plays which
+ * part, and who the Primary is. Separate from the roles on a deal, as there: a
+ * person's part in the company is a fact about the account, and their part in
+ * one deal can differ. The same list of roles serves both.
+ */ export function CompanyContactRolesCard(props) {
+    var _ref;
+    var _scope_consentGroup;
+    const { companyId, company, hostId, org, routes, fromCache, unreadable } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const scope = useCrmScope({
+        hostId,
+        org
+    });
+    const groupId = (_ref = (_scope_consentGroup = scope.consentGroup) == null ? void 0 : _scope_consentGroup.groupId) != null ? _ref : null;
+    const roles = useMemo(()=>dealContactRolesOf(company), [
+        company
+    ]);
+    const roleList = useCrmPicklist('opportunityContactRole', scope.orgId);
+    const nameOf = useCrmRecordNames({
+        orgId: scope.orgId,
+        groupId,
+        org: org != null ? org : null,
+        records: roles.map((row)=>({
+                kind: 'contact',
+                id: row.contactId
+            }))
+    });
+    const [busy, setBusy] = useState(false);
+    const [adding, setAdding] = useState(false);
+    const save = useCallback(async (next, done)=>{
+        if (!scope.orgId) return false;
+        const verdict = companyContactRolesSave(company, next, roleList.picklist);
+        if (verdict.ok === false) {
+            enqueueSnackbar(verdict.error, {
+                variant: 'warning',
+                persist: false
+            });
+            return false;
+        }
+        setBusy(true);
+        try {
+            const written = await writeGuardedBySeed({
+                subject: 'company',
+                unreadable,
+                fromCache
+            }, async ()=>{
+                await updateDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.companies, companyId), {
+                    contactRoles: verdict.contactRoles,
+                    updatedAt: new Date()
+                });
+            });
+            if (!written.ok) {
+                enqueueSnackbar(written.message, {
+                    variant: 'warning',
+                    persist: false
+                });
+                return false;
+            }
+            enqueueSnackbar(done, {
+                variant: 'success',
+                persist: false
+            });
+            return true;
+        } catch (error) {
+            console.error(error);
+            enqueueSnackbar('An error has occurred', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+            return false;
+        } finally{
+            setBusy(false);
+        }
+    }, [
+        scope.orgId,
+        company,
+        roleList.picklist,
+        unreadable,
+        fromCache,
+        firestore,
+        companyId,
+        enqueueSnackbar
+    ]);
+    return /*#__PURE__*/ _jsx(ContactRolesEditor, {
+        noun: "company",
+        roles: roles,
+        busy: busy,
+        adding: adding,
+        onAddingChange: setAdding,
+        ready: Boolean(scope.orgId),
+        hostId: hostId,
+        org: org,
+        routes: routes,
+        picklist: roleList.picklist,
+        nameOf: nameOf,
+        help: pluginDocsHelp('companies', {
+            anchor: '#contact-roles'
+        }),
+        emptyDescription: "Name who at the company plays which part, one of them Primary.",
+        save: save
+    });
+}
+CompanyContactRolesCard.displayName = 'CompanyContactRolesCard';
+export default CompanyContactRolesCard;
+
+//# sourceMappingURL=company-contact-roles-card.js.map

package/src/lib/components/company-contact-roles-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-contact-roles-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmDealContactRole,\n  dealContactRolesOf,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport { doc, updateDoc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport { companyContactRolesSave } from '../model/deal-contact-roles'\nimport { ContactRolesEditor } from './contact-roles-editor'\n\nexport interface CompanyContactRolesCardProps {\n  companyId: string\n  company: { contactRoles?: unknown }\n  /** The site the page is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  routes: CrmRoutes\n  /** The listener's verdict on the company, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * Salesforce's Account Contact Roles (AGL-4122): who at a company plays which\n * part, and who the Primary is. Separate from the roles on a deal, as there: a\n * person's part in the company is a fact about the account, and their part in\n * one deal can differ. The same list of roles serves both.\n */\nexport function CompanyContactRolesCard(props: CompanyContactRolesCardProps) {\n  const { companyId, company, hostId, org, routes, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const groupId = scope.consentGroup?.groupId ?? null\n  const roles = useMemo(() => dealContactRolesOf(company), [company])\n  const roleList = useCrmPicklist('opportunityContactRole', scope.orgId)\n  const nameOf = useCrmRecordNames({\n    orgId: scope.orgId,\n    groupId,\n    org: (org ?? null) as Record<string, unknown> | null,\n    records: roles.map((row) => ({ kind: 'contact' as const, id: row.contactId })),\n  })\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  const save = useCallback(\n    async (next: CrmDealContactRole[], done: string) => {\n      if (!scope.orgId) return false\n      const verdict = companyContactRolesSave(company, next, roleList.picklist)\n      if (verdict.ok === false) {\n        enqueueSnackbar(verdict.error, { variant: 'warning', persist: false })\n        return false\n      }\n      setBusy(true)\n      try {\n        const written = await writeGuardedBySeed(\n          { subject: 'company', unreadable, fromCache },\n          async () => {\n            await updateDoc(\n              doc(firestore, 'orgs', scope.orgId as string, CRM_COLLECTIONS.companies, companyId),\n              { contactRoles: verdict.contactRoles, updatedAt: new Date() },\n            )\n          },\n        )\n        if (!written.ok) {\n          enqueueSnackbar(written.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [scope.orgId, company, roleList.picklist, unreadable, fromCache, firestore, companyId, enqueueSnackbar],\n  )\n\n  return (\n    <ContactRolesEditor\n      noun=\"company\"\n      roles={roles}\n      busy={busy}\n      adding={adding}\n      onAddingChange={setAdding}\n      ready={Boolean(scope.orgId)}\n      hostId={hostId}\n      org={org}\n      routes={routes}\n      picklist={roleList.picklist}\n      nameOf={nameOf}\n      help={pluginDocsHelp('companies', { anchor: '#contact-roles' })}\n      emptyDescription=\"Name who at the company plays which part, one of them Primary.\"\n      save={save}\n    />\n  )\n}\nCompanyContactRolesCard.displayName = 'CompanyContactRolesCard'\n\nexport default CompanyContactRolesCard\n"],"names":["CRM_COLLECTIONS","dealContactRolesOf","pluginDocsHelp","useSnackbar","useFirestore","writeGuardedBySeed","doc","updateDoc","useCallback","useMemo","useState","useCrmPicklist","useCrmRecordNames","useCrmScope","companyContactRolesSave","ContactRolesEditor","CompanyContactRolesCard","props","scope","companyId","company","hostId","org","routes","fromCache","unreadable","firestore","enqueueSnackbar","groupId","consentGroup","roles","roleList","orgId","nameOf","records","map","row","kind","id","contactId","busy","setBusy","adding","setAdding","save","next","done","verdict","picklist","ok","error","variant","persist","written","subject","companies","contactRoles","updatedAt","Date","message","console","allowDuplicate","noun","onAddingChange","ready","Boolean","help","anchor","emptyDescription","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAEA,SACEA,eAAe,EAEfC,kBAAkB,EAClBC,cAAc,QACT,eAAc;AACrB,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,EAAEC,kBAAkB,QAAQ,iCAAgC;AACjF,SAASC,GAAG,EAAEC,SAAS,QAAQ,qBAAoB;AACnD,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,cAAc,QAAQ,+BAA2B;AAC1D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAAyBC,WAAW,QAAQ,4BAAwB;AAEpE,SAASC,uBAAuB,QAAQ,iCAA6B;AACrE,SAASC,kBAAkB,QAAQ,4BAAwB;AAc3D;;;;;CAKC,GACD,OAAO,SAASC,wBAAwBC,KAAmC;;QAKzDC;IAJhB,MAAM,EAAEC,SAAS,EAAEC,OAAO,EAAEC,MAAM,EAAEC,GAAG,EAAEC,MAAM,EAAEC,SAAS,EAAEC,UAAU,EAAE,GAAGR;IAC3E,MAAMS,YAAYtB;IAClB,MAAM,EAAEuB,eAAe,EAAE,GAAGxB;IAC5B,MAAMe,QAAQL,YAAY;QAAEQ;QAAQC;IAAI;IACxC,MAAMM,mBAAUV,sBAAAA,MAAMW,YAAY,qBAAlBX,oBAAoBU,OAAO,mBAAI;IAC/C,MAAME,QAAQrB,QAAQ,IAAMR,mBAAmBmB,UAAU;QAACA;KAAQ;IAClE,MAAMW,WAAWpB,eAAe,0BAA0BO,MAAMc,KAAK;IACrE,MAAMC,SAASrB,kBAAkB;QAC/BoB,OAAOd,MAAMc,KAAK;QAClBJ;QACAN,GAAG,EAAGA,cAAAA,MAAO;QACbY,SAASJ,MAAMK,GAAG,CAAC,CAACC,MAAS,CAAA;gBAAEC,MAAM;gBAAoBC,IAAIF,IAAIG,SAAS;YAAC,CAAA;IAC7E;IACA,MAAM,CAACC,MAAMC,QAAQ,GAAG/B,SAAS;IACjC,MAAM,CAACgC,QAAQC,UAAU,GAAGjC,SAAS;IAErC,MAAMkC,OAAOpC,YACX,OAAOqC,MAA4BC;QACjC,IAAI,CAAC5B,MAAMc,KAAK,EAAE,OAAO;QACzB,MAAMe,UAAUjC,wBAAwBM,SAASyB,MAAMd,SAASiB,QAAQ;QACxE,IAAID,QAAQE,EAAE,KAAK,OAAO;YACxBtB,gBAAgBoB,QAAQG,KAAK,EAAE;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YACpE,OAAO;QACT;QACAX,QAAQ;QACR,IAAI;YACF,MAAMY,UAAU,MAAMhD,mBACpB;gBAAEiD,SAAS;gBAAW7B;gBAAYD;YAAU,GAC5C;gBACE,MAAMjB,UACJD,IAAIoB,WAAW,QAAQR,MAAMc,KAAK,EAAYhC,gBAAgBuD,SAAS,EAAEpC,YACzE;oBAAEqC,cAAcT,QAAQS,YAAY;oBAAEC,WAAW,IAAIC;gBAAO;YAEhE;YAEF,IAAI,CAACL,QAAQJ,EAAE,EAAE;gBACftB,gBAAgB0B,QAAQM,OAAO,EAAE;oBAAER,SAAS;oBAAWC,SAAS;gBAAM;gBACtE,OAAO;YACT;YACAzB,gBAAgBmB,MAAM;gBAAEK,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOF,OAAO;YACdU,QAAQV,KAAK,CAACA;YACdvB,gBAAgB,yBAAyB;gBAAEwB,SAAS;gBAASU,gBAAgB;YAAK;YAClF,OAAO;QACT,SAAU;YACRpB,QAAQ;QACV;IACF,GACA;QAACvB,MAAMc,KAAK;QAAEZ;QAASW,SAASiB,QAAQ;QAAEvB;QAAYD;QAAWE;QAAWP;QAAWQ;KAAgB;IAGzG,qBACE,KAACZ;QACC+C,MAAK;QACLhC,OAAOA;QACPU,MAAMA;QACNE,QAAQA;QACRqB,gBAAgBpB;QAChBqB,OAAOC,QAAQ/C,MAAMc,KAAK;QAC1BX,QAAQA;QACRC,KAAKA;QACLC,QAAQA;QACRyB,UAAUjB,SAASiB,QAAQ;QAC3Bf,QAAQA;QACRiC,MAAMhE,eAAe,aAAa;YAAEiE,QAAQ;QAAiB;QAC7DC,kBAAiB;QACjBxB,MAAMA;;AAGZ;AACA5B,wBAAwBqD,WAAW,GAAG;AAEtC,eAAerD,wBAAuB"}

package/src/lib/components/company-detail-page.js

@@ -26,6 +26,7 @@ import { CrmCreateSiteDefault } from "../hooks/use-crm-org-mount.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { useOrgMemberOptions } from "../hooks/use-org-member-options.js";
 import { crmRoutes } from "../model/crm-routes.js";
+import CompanyContactRolesCard from "./company-contact-roles-card.js";
 import CompanyContactsCard from "./company-contacts-card.js";
 import CompanyDealsCard from "./company-deals-card.js";
 import { CrmRecordHeader } from "./crm-record-header.js";
@@ -130,6 +131,15 @@ import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
                     org: org,
                     routes: routes
                 }),
+                /*#__PURE__*/ _jsx(CompanyContactRolesCard, {
+                    companyId: id,
+                    company: company,
+                    hostId: hostId,
+                    org: org,
+                    routes: routes,
+                    fromCache: fromCache,
+                    unreadable: status === 'error'
+                }),
                 /*#__PURE__*/ _jsx(CompanyDealsCard, {
                     hostId: hostId,
                     org: org,
@@ -162,7 +172,8 @@ import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
                 /*#__PURE__*/ _jsx(RecordActivityCard, {
                     hostId: hostId,
                     org: org,
-                    companyId: id
+                    companyId: id,
+                    basePath: basePath
                 })
             ]
         })

package/src/lib/components/company-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, type CrmCompany } from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback } from 'react'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport CompanyContactsCard from './company-contacts-card'\nimport CompanyDealsCard from './company-deals-card'\nimport { CrmRecordHeader } from './crm-record-header'\nimport { RecordActivityCard } from './record-activity-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport CompanyPropertiesCard, { COMPANY_PAGE_HELP } from './company-properties-card'\nimport { RecordSharingCard } from './record-sharing-card'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\n\n/**\n * `/crm/companies/{companyId}` — one organization (AGL-2597).\n *\n * The record behind a row of the Companies section: its properties, its\n * people, and — as the rest of the CRM lands — its deals, its open tasks\n * and the activity logged against it. Each of those is a card in a file of\n * its own, so the agent shipping deals replaces one file and touches nothing\n * here; this page reads the ONE document every card is about and hands it\n * down.\n *\n * A route rather than a drawer because a company is what a deal, a task and\n * a contact all point at, and a link that opens a drawer on top of a list is\n * not a link anybody can paste.\n */\nexport function CompanyDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope, orgId } = crmScope\n  const members = useOrgMemberOptions(orgId)\n\n  const {\n    data: company,\n    status,\n    fromCache,\n  } = useFirestoreDoc<CrmCompany>(\n    () =>\n      scope\n        ? doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id)\n        : null,\n    [firestore, scope, id],\n  )\n\n  const onDeleted = useCallback(\n    () => router.push(routes.section('companies')),\n    [router, routes],\n  )\n\n  if (!company) {\n    /*\n     * Loading and MISSING are different answers. A company that cannot be\n     * read is a different situation from an empty one, and reading `status`\n     * rather than the absence of data is what stops the refusal being\n     * flashed on every arrival, before the org scope has resolved.\n     */\n    const settled = Boolean(scope) && status !== 'loading'\n    return (\n      <CrmRecordHeader\n        kind=\"Company\"\n        title={undefined}\n        help={COMPANY_PAGE_HELP}\n        backHref={routes.section('companies')}\n        backLabel=\"Back to companies\"\n        loading={!settled}\n      >\n        {settled ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This company could not be loaded. It may have been deleted.'}\n          </Typography>\n        ) : null}\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the company's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={company.hostId ?? null}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the cards under it say what they\n          hold rather than repeating the name. */}\n      <Stack spacing={2}>\n        <CompanyPropertiesCard\n          company={{ ...company, $id: id }}\n          seed={{ fromCache, unreadable: status === 'error' }}\n          hostId={hostId}\n          org={org}\n          crmScope={crmScope}\n          members={members}\n          routes={routes}\n          onDeleted={onDeleted}\n        />\n        {/* What an assistant proposes about the company (AGL-2917). */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"company\"\n          recordId={id}\n          name={String(company.name ?? '')}\n          taskLink={{ companyId: id }}\n        />\n        <CompanyContactsCard\n          companyId={id}\n          companyName={String(company.name ?? '')}\n          crmScope={crmScope}\n          org={org as Record<string, unknown> | undefined}\n          routes={routes}\n        />\n        <CompanyDealsCard\n          hostId={hostId}\n          org={org}\n          basePath={basePath}\n          companyId={id}\n          companyName={String(company.name ?? '')}\n        />\n        <RecordTasksCard hostId={hostId} org={org} basePath={basePath} companyId={id} />\n        <RecordFilesCard\n          scope={scope}\n          collection={CRM_COLLECTIONS.companies}\n          recordId={id}\n          mediaIds={company.mediaIds}\n          topic=\"companies\"\n        />\n        {/* Where the company is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"companies\"\n          id={id}\n          record={company as unknown as Record<string, unknown>}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={crmScope.consentGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={hostId} org={org} companyId={id} />\n      </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nCompanyDetailPage.displayName = 'CompanyDetailPage'\n\nexport default CompanyDetailPage\n"],"names":["CRM_COLLECTIONS","useFirestore","useFirestoreDoc","Stack","Typography","doc","useRouter","useCallback","CrmCreateSiteDefault","useCrmScope","useOrgMemberOptions","crmRoutes","CompanyContactsCard","CompanyDealsCard","CrmRecordHeader","RecordActivityCard","RecordFilesCard","RecordTasksCard","CompanyPropertiesCard","COMPANY_PAGE_HELP","RecordSharingCard","CrmRecordInsightsZone","CompanyDetailPage","props","company","crmScope","id","basePath","hostId","org","routes","router","firestore","scope","orgId","members","data","status","fromCache","companies","onDeleted","push","section","settled","Boolean","kind","title","undefined","help","backHref","backLabel","loading","variant","color","spacing","$id","seed","unreadable","recordId","name","String","taskLink","companyId","companyName","collection","mediaIds","topic","object","record","viewingHostIds","consentGroup","hostIds","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,eAAe,QAAyB,eAAc;AAC/D,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,QAAQ,QAAO;AACnC,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,OAAOC,yBAAyB,6BAAyB;AACzD,OAAOC,sBAAsB,0BAAsB;AACnD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,OAAOC,qBAAqB,yBAAqB;AACjD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,OAAOC,yBAAyBC,iBAAiB,QAAQ,+BAA2B;AACpF,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,qBAAqB,QAAQ,gCAA4B;AAElE;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,kBAAkBC,KAAyB;QAuDzBC,iBAqBXA,eAKOA,gBAUAA;QAkBJC;IA5GxB,MAAM,EAAEC,EAAE,EAAEC,QAAQ,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGN;IACtC,MAAMO,SAASnB,UAAUgB;IACzB,MAAMI,SAASzB;IACf,MAAM0B,YAAY/B;IAClB,MAAMwB,WAAWhB,YAAY;QAAEmB;QAAQC;IAAI;IAC3C,MAAM,EAAEI,KAAK,EAAEC,KAAK,EAAE,GAAGT;IACzB,MAAMU,UAAUzB,oBAAoBwB;IAEpC,MAAM,EACJE,MAAMZ,OAAO,EACba,MAAM,EACNC,SAAS,EACV,GAAGpC,gBACF,IACE+B,QACI5B,IAAI2B,WAAWC,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEjC,gBAAgBuC,SAAS,EAAEb,MAC9D,MACN;QAACM;QAAWC;QAAOP;KAAG;IAGxB,MAAMc,YAAYjC,YAChB,IAAMwB,OAAOU,IAAI,CAACX,OAAOY,OAAO,CAAC,eACjC;QAACX;QAAQD;KAAO;IAGlB,IAAI,CAACN,SAAS;QACZ;;;;;KAKC,GACD,MAAMmB,UAAUC,QAAQX,UAAUI,WAAW;QAC7C,qBACE,KAACvB;YACC+B,MAAK;YACLC,OAAOC;YACPC,MAAM7B;YACN8B,UAAUnB,OAAOY,OAAO,CAAC;YACzBQ,WAAU;YACVC,SAAS,CAACR;sBAETA,wBACC,KAACvC;gBAAWgD,SAAQ;gBAAQC,OAAM;0BAC/B;iBAED;;IAGV;IAEA,OACE,qEAAqE;IACrE,sEAAsE;kBACtE,KAAC7C;QAAqBoB,MAAM,GAAEJ,kBAAAA,QAAQI,MAAM,YAAdJ,kBAAkB;kBAI9C,cAAA,MAACrB;YAAMmD,SAAS;;8BACd,KAACpC;oBACCM,SAAS,aAAKA;wBAAS+B,KAAK7B;;oBAC5B8B,MAAM;wBAAElB;wBAAWmB,YAAYpB,WAAW;oBAAQ;oBAClDT,QAAQA;oBACRC,KAAKA;oBACLJ,UAAUA;oBACVU,SAASA;oBACTL,QAAQA;oBACRU,WAAWA;;8BAGb,KAACnB;oBACCO,QAAQA;oBACRC,KAAKA;oBACLgB,MAAK;oBACLa,UAAUhC;oBACViC,MAAMC,QAAOpC,gBAAAA,QAAQmC,IAAI,YAAZnC,gBAAgB;oBAC7BqC,UAAU;wBAAEC,WAAWpC;oBAAG;;8BAE5B,KAACd;oBACCkD,WAAWpC;oBACXqC,aAAaH,QAAOpC,iBAAAA,QAAQmC,IAAI,YAAZnC,iBAAgB;oBACpCC,UAAUA;oBACVI,KAAKA;oBACLC,QAAQA;;8BAEV,KAACjB;oBACCe,QAAQA;oBACRC,KAAKA;oBACLF,UAAUA;oBACVmC,WAAWpC;oBACXqC,aAAaH,QAAOpC,iBAAAA,QAAQmC,IAAI,YAAZnC,iBAAgB;;8BAEtC,KAACP;oBAAgBW,QAAQA;oBAAQC,KAAKA;oBAAKF,UAAUA;oBAAUmC,WAAWpC;;8BAC1E,KAACV;oBACCiB,OAAOA;oBACP+B,YAAYhE,gBAAgBuC,SAAS;oBACrCmB,UAAUhC;oBACVuC,UAAUzC,QAAQyC,QAAQ;oBAC1BC,OAAM;;8BAGR,KAAC9C;oBACC+C,QAAO;oBACPzC,IAAIA;oBACJ0C,QAAQ5C;oBACRI,MAAM,EAAEA,iBAAAA,SAAU;oBAClBM,OAAOA;oBACPL,KAAKA;oBACLwC,cAAc,GAAE5C,yBAAAA,SAAS6C,YAAY,qBAArB7C,uBAAuB8C,OAAO;;8BAEhD,KAACxD;oBAAmBa,QAAQA;oBAAQC,KAAKA;oBAAKiC,WAAWpC;;;;;AAIjE;AACAJ,kBAAkBkD,WAAW,GAAG;AAEhC,eAAelD,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, type CrmCompany } from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback } from 'react'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport CompanyContactRolesCard from './company-contact-roles-card'\nimport CompanyContactsCard from './company-contacts-card'\nimport CompanyDealsCard from './company-deals-card'\nimport { CrmRecordHeader } from './crm-record-header'\nimport { RecordActivityCard } from './record-activity-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport CompanyPropertiesCard, { COMPANY_PAGE_HELP } from './company-properties-card'\nimport { RecordSharingCard } from './record-sharing-card'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\n\n/**\n * `/crm/companies/{companyId}` — one organization (AGL-2597).\n *\n * The record behind a row of the Companies section: its properties, its\n * people, and — as the rest of the CRM lands — its deals, its open tasks\n * and the activity logged against it. Each of those is a card in a file of\n * its own, so the agent shipping deals replaces one file and touches nothing\n * here; this page reads the ONE document every card is about and hands it\n * down.\n *\n * A route rather than a drawer because a company is what a deal, a task and\n * a contact all point at, and a link that opens a drawer on top of a list is\n * not a link anybody can paste.\n */\nexport function CompanyDetailPage(props: CrmDetailPageProps) {\n  const { id, basePath, hostId, org } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope, orgId } = crmScope\n  const members = useOrgMemberOptions(orgId)\n\n  const {\n    data: company,\n    status,\n    fromCache,\n  } = useFirestoreDoc<CrmCompany>(\n    () =>\n      scope\n        ? doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id)\n        : null,\n    [firestore, scope, id],\n  )\n\n  const onDeleted = useCallback(\n    () => router.push(routes.section('companies')),\n    [router, routes],\n  )\n\n  if (!company) {\n    /*\n     * Loading and MISSING are different answers. A company that cannot be\n     * read is a different situation from an empty one, and reading `status`\n     * rather than the absence of data is what stops the refusal being\n     * flashed on every arrival, before the org scope has resolved.\n     */\n    const settled = Boolean(scope) && status !== 'loading'\n    return (\n      <CrmRecordHeader\n        kind=\"Company\"\n        title={undefined}\n        help={COMPANY_PAGE_HELP}\n        backHref={routes.section('companies')}\n        backLabel=\"Back to companies\"\n        loading={!settled}\n      >\n        {settled ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This company could not be loaded. It may have been deleted.'}\n          </Typography>\n        ) : null}\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity — files under\n    // the company's own site unless the reader says otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={company.hostId ?? null}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the cards under it say what they\n          hold rather than repeating the name. */}\n      <Stack spacing={2}>\n        <CompanyPropertiesCard\n          company={{ ...company, $id: id }}\n          seed={{ fromCache, unreadable: status === 'error' }}\n          hostId={hostId}\n          org={org}\n          crmScope={crmScope}\n          members={members}\n          routes={routes}\n          onDeleted={onDeleted}\n        />\n        {/* What an assistant proposes about the company (AGL-2917). */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"company\"\n          recordId={id}\n          name={String(company.name ?? '')}\n          taskLink={{ companyId: id }}\n        />\n        <CompanyContactsCard\n          companyId={id}\n          companyName={String(company.name ?? '')}\n          crmScope={crmScope}\n          org={org as Record<string, unknown> | undefined}\n          routes={routes}\n        />\n        <CompanyContactRolesCard\n          companyId={id}\n          company={company}\n          hostId={hostId}\n          org={org}\n          routes={routes}\n          fromCache={fromCache}\n          unreadable={status === 'error'}\n        />\n        <CompanyDealsCard\n          hostId={hostId}\n          org={org}\n          basePath={basePath}\n          companyId={id}\n          companyName={String(company.name ?? '')}\n        />\n        <RecordTasksCard hostId={hostId} org={org} basePath={basePath} companyId={id} />\n        <RecordFilesCard\n          scope={scope}\n          collection={CRM_COLLECTIONS.companies}\n          recordId={id}\n          mediaIds={company.mediaIds}\n          topic=\"companies\"\n        />\n        {/* Where the company is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"companies\"\n          id={id}\n          record={company as unknown as Record<string, unknown>}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={crmScope.consentGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={hostId} org={org} companyId={id} basePath={basePath} />\n      </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nCompanyDetailPage.displayName = 'CompanyDetailPage'\n\nexport default CompanyDetailPage\n"],"names":["CRM_COLLECTIONS","useFirestore","useFirestoreDoc","Stack","Typography","doc","useRouter","useCallback","CrmCreateSiteDefault","useCrmScope","useOrgMemberOptions","crmRoutes","CompanyContactRolesCard","CompanyContactsCard","CompanyDealsCard","CrmRecordHeader","RecordActivityCard","RecordFilesCard","RecordTasksCard","CompanyPropertiesCard","COMPANY_PAGE_HELP","RecordSharingCard","CrmRecordInsightsZone","CompanyDetailPage","props","company","crmScope","id","basePath","hostId","org","routes","router","firestore","scope","orgId","members","data","status","fromCache","companies","onDeleted","push","section","settled","Boolean","kind","title","undefined","help","backHref","backLabel","loading","variant","color","spacing","$id","seed","unreadable","recordId","name","String","taskLink","companyId","companyName","collection","mediaIds","topic","object","record","viewingHostIds","consentGroup","hostIds","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,eAAe,QAAyB,eAAc;AAC/D,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,QAAQ,QAAO;AACnC,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,OAAOC,6BAA6B,kCAA8B;AAClE,OAAOC,yBAAyB,6BAAyB;AACzD,OAAOC,sBAAsB,0BAAsB;AACnD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,OAAOC,qBAAqB,yBAAqB;AACjD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,OAAOC,yBAAyBC,iBAAiB,QAAQ,+BAA2B;AACpF,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,qBAAqB,QAAQ,gCAA4B;AAElE;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,kBAAkBC,KAAyB;QAuDzBC,iBAqBXA,eAKOA,gBAmBAA;QAkBJC;IArHxB,MAAM,EAAEC,EAAE,EAAEC,QAAQ,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGN;IACtC,MAAMO,SAASpB,UAAUiB;IACzB,MAAMI,SAAS1B;IACf,MAAM2B,YAAYhC;IAClB,MAAMyB,WAAWjB,YAAY;QAAEoB;QAAQC;IAAI;IAC3C,MAAM,EAAEI,KAAK,EAAEC,KAAK,EAAE,GAAGT;IACzB,MAAMU,UAAU1B,oBAAoByB;IAEpC,MAAM,EACJE,MAAMZ,OAAO,EACba,MAAM,EACNC,SAAS,EACV,GAAGrC,gBACF,IACEgC,QACI7B,IAAI4B,WAAWC,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAElC,gBAAgBwC,SAAS,EAAEb,MAC9D,MACN;QAACM;QAAWC;QAAOP;KAAG;IAGxB,MAAMc,YAAYlC,YAChB,IAAMyB,OAAOU,IAAI,CAACX,OAAOY,OAAO,CAAC,eACjC;QAACX;QAAQD;KAAO;IAGlB,IAAI,CAACN,SAAS;QACZ;;;;;KAKC,GACD,MAAMmB,UAAUC,QAAQX,UAAUI,WAAW;QAC7C,qBACE,KAACvB;YACC+B,MAAK;YACLC,OAAOC;YACPC,MAAM7B;YACN8B,UAAUnB,OAAOY,OAAO,CAAC;YACzBQ,WAAU;YACVC,SAAS,CAACR;sBAETA,wBACC,KAACxC;gBAAWiD,SAAQ;gBAAQC,OAAM;0BAC/B;iBAED;;IAGV;IAEA,OACE,qEAAqE;IACrE,sEAAsE;kBACtE,KAAC9C;QAAqBqB,MAAM,GAAEJ,kBAAAA,QAAQI,MAAM,YAAdJ,kBAAkB;kBAI9C,cAAA,MAACtB;YAAMoD,SAAS;;8BACd,KAACpC;oBACCM,SAAS,aAAKA;wBAAS+B,KAAK7B;;oBAC5B8B,MAAM;wBAAElB;wBAAWmB,YAAYpB,WAAW;oBAAQ;oBAClDT,QAAQA;oBACRC,KAAKA;oBACLJ,UAAUA;oBACVU,SAASA;oBACTL,QAAQA;oBACRU,WAAWA;;8BAGb,KAACnB;oBACCO,QAAQA;oBACRC,KAAKA;oBACLgB,MAAK;oBACLa,UAAUhC;oBACViC,MAAMC,QAAOpC,gBAAAA,QAAQmC,IAAI,YAAZnC,gBAAgB;oBAC7BqC,UAAU;wBAAEC,WAAWpC;oBAAG;;8BAE5B,KAACd;oBACCkD,WAAWpC;oBACXqC,aAAaH,QAAOpC,iBAAAA,QAAQmC,IAAI,YAAZnC,iBAAgB;oBACpCC,UAAUA;oBACVI,KAAKA;oBACLC,QAAQA;;8BAEV,KAACnB;oBACCmD,WAAWpC;oBACXF,SAASA;oBACTI,QAAQA;oBACRC,KAAKA;oBACLC,QAAQA;oBACRQ,WAAWA;oBACXmB,YAAYpB,WAAW;;8BAEzB,KAACxB;oBACCe,QAAQA;oBACRC,KAAKA;oBACLF,UAAUA;oBACVmC,WAAWpC;oBACXqC,aAAaH,QAAOpC,iBAAAA,QAAQmC,IAAI,YAAZnC,iBAAgB;;8BAEtC,KAACP;oBAAgBW,QAAQA;oBAAQC,KAAKA;oBAAKF,UAAUA;oBAAUmC,WAAWpC;;8BAC1E,KAACV;oBACCiB,OAAOA;oBACP+B,YAAYjE,gBAAgBwC,SAAS;oBACrCmB,UAAUhC;oBACVuC,UAAUzC,QAAQyC,QAAQ;oBAC1BC,OAAM;;8BAGR,KAAC9C;oBACC+C,QAAO;oBACPzC,IAAIA;oBACJ0C,QAAQ5C;oBACRI,MAAM,EAAEA,iBAAAA,SAAU;oBAClBM,OAAOA;oBACPL,KAAKA;oBACLwC,cAAc,GAAE5C,yBAAAA,SAAS6C,YAAY,qBAArB7C,uBAAuB8C,OAAO;;8BAEhD,KAACxD;oBAAmBa,QAAQA;oBAAQC,KAAKA;oBAAKiC,WAAWpC;oBAAIC,UAAUA;;;;;AAI/E;AACAL,kBAAkBkD,WAAW,GAAG;AAEhC,eAAelD,kBAAiB"}

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

@@ -103,7 +103,7 @@ const ADDRESS_FIELDS = [
     const firestore = useFirestore();
     const { data: user } = useUser();
     const { enqueueSnackbar } = useSnackbar();
-    const { scope, createTokens, createHostId } = useCrmScope({
+    const { scope, createTokens, createHostId, createNeedsSite } = useCrmScope({
         hostId,
         org
     });
@@ -279,9 +279,11 @@ const ADDRESS_FIELDS = [
                 var _ref3;
                 if (bandFull) return setError(CRM_RECORDS_BAND_FULL_MESSAGE);
                 const id = createResourceUid();
-                // Held by the button until the capturing site is known; checked
-                // again here because a callback can outlive the render that held it.
-                if (!createHostId) return;
+                // Held by the button until it knows who may see the company — the
+                // whole org, or a picked site's group where the org keeps its sites
+                // apart; checked again here because a callback can outlive the render
+                // that held it.
+                if (!createTokens.length) return;
                 await setDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies, id), _extends({}, result.set, customDocument ? {
                     custom: customDocument
                 } : {}, crmNewRecordListFields('companies', _extends({}, result.set, {
@@ -394,7 +396,8 @@ const ADDRESS_FIELDS = [
                     company ? null : /*#__PURE__*/ _jsx(CrmSitePicker, {
                         hostId: hostId,
                         disabled: busy,
-                        helperText: "The site this company belongs to — it decides which of your sites may see it."
+                        optional: !createNeedsSite,
+                        helperText: createNeedsSite ? 'The site this company belongs to — it decides which of your sites may see it.' : undefined
                     }),
                     /*#__PURE__*/ _jsx(Typography, {
                         variant: "body2",
@@ -697,7 +700,7 @@ const ADDRESS_FIELDS = [
                                 variant: "contained",
                                 color: "primary",
                                 // A new company waits for its capturing site.
-                                disabled: busy || !scope || !draft.name.trim() || !company && !createHostId,
+                                disabled: busy || !scope || !draft.name.trim() || !company && !createTokens.length,
                                 onClick: ()=>void handleSave(),
                                 children: busy ? 'Saving…' : company ? 'Save company' : 'Create company'
                             }),

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

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

@@ -104,7 +104,9 @@ export { suggestCompanyForEmail };
     const { data: user } = useUser();
     // The provenance and the scope both come from the site the record is
     // captured by — the mounted one, or at the organization level the one the
-    // reader picked (AGL-2630). No site picked, no create offered.
+    // reader picked (AGL-2630). Where the org keeps its sites apart, no site
+    // picked means no create offered; where every site sees its records, a
+    // company typed here with no site picked belongs to the whole org.
     const { scope, createTokens, createHostId } = useCrmScope({
         hostId,
         org
@@ -112,7 +114,7 @@ export { suggestCompanyForEmail };
     const followUpSharing = useCrmSharingFollowUp(hostId, (_ref = scope == null ? void 0 : scope[1]) != null ? _ref : null);
     const uid = (_ref1 = user == null ? void 0 : user.uid) != null ? _ref1 : '';
     return useMemo(()=>{
-        if (!scope || !createHostId) return null;
+        if (!scope || !createTokens.length) return null;
         return async (name)=>{
             const result = companyDraftFields(_extends({}, EMPTY_COMPANY_DRAFT, {
                 name,