@aglyn/plugins-crm 1.0.0 → 1.1.0

package/src/lib/components/contact-list-columns.js

@@ -21,6 +21,7 @@ import { labelContactSource } from "@aglyn/aglyn/plugin-manager/plugin-contact-c
 import { hiddenFilterColumns, listFilterColumn } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
 import { Chip, Stack, Tooltip, Typography } from "@mui/material";
 import { CONTACT_LIST_FILTER_FIELDS, CONTACT_LIST_FILTER_HEADERS } from "../constants/contact-filters.js";
+import { contactRecordLabel } from "../model/contact-record.js";
 import { CrmEmailStateChip } from "./crm-email-state-chip.js";
 import { nextActivityColumn } from "./crm-next-activity-column.js";
 /**
@@ -73,7 +74,7 @@ import { nextActivityColumn } from "./crm-next-activity-column.js";
             flex: 1.6,
             minWidth: 220
         }, listFilterColumn(CONTACT_LIST_FILTER_FIELDS, 'name'), {
-            valueGetter: (_value, row)=>String(row.name || row.email || ''),
+            valueGetter: (_value, row)=>contactRecordLabel(row),
             renderCell: ({ row })=>/*#__PURE__*/ _jsxs(Stack, {
                     sx: {
                         justifyContent: 'center',
@@ -94,7 +95,7 @@ import { nextActivityColumn } from "./crm-next-activity-column.js";
                                     sx: {
                                         lineHeight: 1.25
                                     },
-                                    children: row.name || row.email
+                                    children: contactRecordLabel(row)
                                 }),
                                 row.shareChip && shareChipLabel ? /*#__PURE__*/ _jsx(Chip, {
                                     size: "small",
@@ -104,14 +105,14 @@ import { nextActivityColumn } from "./crm-next-activity-column.js";
                                 }) : null
                             ]
                         }),
-                        row.name ? /*#__PURE__*/ _jsx(Typography, {
+                        row.name && (row.email || row.phone || row.mobilePhone) ? /*#__PURE__*/ _jsx(Typography, {
                             variant: "caption",
                             color: "text.secondary",
                             sx: {
                                 lineHeight: 1.25
                             },
                             noWrap: true,
-                            children: row.email
+                            children: row.email || row.phone || row.mobilePhone
                         }) : null
                     ]
                 })

package/src/lib/components/contact-list-columns.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-list-columns.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  activityTimeLabel,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  EMAIL_STATE_LABELS,\n} from '@aglyn/aglyn'\nimport { labelContactSource } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  hiddenFilterColumns,\n  listFilterColumn,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { Chip, Stack, Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  CONTACT_LIST_FILTER_FIELDS,\n  CONTACT_LIST_FILTER_HEADERS,\n} from '../constants/contact-filters'\nimport type { ContactRecord } from '../model/contact-record'\nimport type { CrmShareChip } from '../model/crm-sharing'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { nextActivityColumn } from './crm-next-activity-column'\n\n/**\n * The filterable fields that get a column. The rest of\n * `CONTACT_LIST_FILTER_FIELDS` still reaches the filter panel, hidden.\n */\n/**\n * The declared filter fields that ARE table columns, so the hidden\n * filter-only columns are built for the others alone. Owner and Stage\n * joined it when the grammar learned them (AGL-2617): each is a shown\n * column already, and a second, hidden one under the same field would be\n * a duplicate the grid refuses.\n */\nexport const CONTACT_FILTER_COLUMNS = [\n  'name',\n  'ownerUid',\n  'lifecycleStage',\n  'sources',\n  'tags',\n  'updatedAt',\n  'nextTaskAtMs',\n  'emailState',\n]\n\n/**\n * The columns that ship HIDDEN, for the grid's visibility model (AGL-2616).\n *\n * \"Last engaged\" is a fact most lists do not need on screen and every list\n * can turn on from the column menu; shipping it visible would widen a\n * table that already carries seven columns for a figure only a marketing\n * reader scans.\n */\nexport const CONTACT_OPTIONAL_COLUMNS = ['lastEmailEngagementAtMs']\n\nexport interface ContactListColumnOptions {\n  /** The owner's name for a uid — the roster's, or the uid itself. */\n  memberName: (uid: string) => string\n  /**\n   * How a site reads, by document id — handed in at the ORGANIZATION level\n   * only (AGL-2630), where it turns on the \"Known by\" column: the sites\n   * that have captured each person. Absent under a site, where every row\n   * is known by the site and the column would say so on every line.\n   */\n  siteName?: (hostId: string) => string\n  /** The words of a row's \"Shared by…\" chip (AGL-3336); absent draws none. */\n  shareChipLabel?: (chip: CrmShareChip) => string\n  /**\n   * One clock for every row of one paint, so two contacts engaged a second\n   * apart cannot read \"just now\" and \"1 min ago\". Defaults to the paint's\n   * own `Date.now()`.\n   */\n  nowMs?: number\n}\n\n/**\n * The contacts list's columns (AGL-2596), in their own module so the list\n * file stays about the QUERY and the toolbar while other surfaces — a bulk\n * bar, an import — grow beside it.\n *\n * Owner and Stage read off the flattened row, which is already this\n * holder's facet (`contactRecordFromDoc`), so neither column can show\n * another holder's assignment. Filtering by either is the list's: the panel\n * names the field and the list asks the holder's facet key of its query\n * (`contactQueryClause`, AGL-3321).\n */\nexport function contactListColumns(\n  options: ContactListColumnOptions,\n): GridColDef[] {\n  const { memberName, siteName, shareChipLabel } = options\n  const nowMs = options.nowMs ?? Date.now()\n  return [\n    {\n      field: 'name',\n      headerName: 'Contact',\n      flex: 1.6,\n      minWidth: 220,\n      ...listFilterColumn(CONTACT_LIST_FILTER_FIELDS, 'name'),\n      valueGetter: (_value, row: ContactRecord) =>\n        String(row.name || row.email || ''),\n      renderCell: ({ row }: { row: ContactRecord }) => (\n        <Stack sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', minWidth: 0 }}>\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {row.name || row.email}\n            </Typography>\n            {/* Seen on this site only through a share (AGL-3336). */}\n            {row.shareChip && shareChipLabel ? (\n              <Chip size=\"small\" variant=\"outlined\" color=\"info\" label={shareChipLabel(row.shareChip)} />\n            ) : null}\n          </Stack>\n          {row.name ? (\n            <Typography\n              variant=\"caption\"\n              color=\"text.secondary\"\n              sx={{ lineHeight: 1.25 }}\n              noWrap\n            >\n              {row.email}\n            </Typography>\n          ) : null}\n        </Stack>\n      ),\n    },\n    {\n      field: 'ownerUid',\n      headerName: 'Owner',\n      flex: 0.9,\n      minWidth: 140,\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.ownerUid ? memberName(row.ownerUid) : '',\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.ownerUid ? (\n          <Typography variant=\"body2\" noWrap>\n            {memberName(row.ownerUid)}\n          </Typography>\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ),\n    },\n    {\n      field: 'lifecycleStage',\n      headerName: 'Stage',\n      flex: 0.9,\n      minWidth: 150,\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.lifecycleStage ? CONTACT_LIFECYCLE_STAGE_LABELS[row.lifecycleStage] : '',\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.lifecycleStage ? (\n          <Chip\n            size=\"small\"\n            variant=\"outlined\"\n            label={CONTACT_LIFECYCLE_STAGE_LABELS[row.lifecycleStage]}\n          />\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ),\n    },\n    /*\n     * KNOWN BY (AGL-2630): the sites that have captured this person, which\n     * is the cross-site fact the organization-level list exists to show —\n     * one deduplicated row per person, and which of the org's sites know\n     * them. `capturedByHostIds` is a top-level array precisely so the\n     * question can be answered without opening a facet. Not filterable from\n     * the panel: an `array-contains` on it would displace the scope clause\n     * under a site, and a search or a facet filter at the org level (one\n     * array clause per query, AGL-3321). A row that names no site predates attribution and says so,\n     * rather than reading as \"every site\".\n     */\n    ...(siteName\n      ? [\n          {\n            field: 'capturedByHostIds',\n            headerName: 'Known by',\n            flex: 1.1,\n            minWidth: 200,\n            sortable: false,\n            filterable: false,\n            valueGetter: (_value: unknown, row: ContactRecord) =>\n              row.capturedByHostIds.map(siteName).join(', '),\n            renderCell: ({ row }: { row: ContactRecord }) =>\n              row.capturedByHostIds.length ? (\n                <Stack\n                  direction=\"row\"\n                  spacing={0.5}\n                  sx={{ alignItems: 'center', height: '100%', flexWrap: 'nowrap' }}\n                >\n                  {row.capturedByHostIds.slice(0, 2).map((hostId) => (\n                    <Chip key={hostId} size=\"small\" label={siteName(hostId)} />\n                  ))}\n                  {row.capturedByHostIds.length > 2 ? (\n                    <Chip\n                      size=\"small\"\n                      variant=\"outlined\"\n                      label={`+${row.capturedByHostIds.length - 2}`}\n                    />\n                  ) : null}\n                </Stack>\n              ) : (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {'No site recorded'}\n                </Typography>\n              ),\n          } satisfies GridColDef,\n        ]\n      : []),\n    {\n      field: 'sources',\n      headerName: 'Sources',\n      flex: 1,\n      minWidth: 160,\n      // A map of provenance flags, not a scalar — `sources.form == true` is\n      // queryable one key at a time, which is a menu of its own rather than\n      // a filter on this column.\n      filterable: false,\n      sortable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        Object.keys(row.sources ?? {}).join(', '),\n      renderCell: ({ row }: { row: ContactRecord }) => (\n        <Stack\n          direction=\"row\"\n          spacing={0.5}\n          sx={{ alignItems: 'center', height: '100%' }}\n        >\n          {Object.keys(row.sources ?? {}).map((source) => (\n            <Chip\n              key={source}\n              label={labelContactSource(source)}\n              size=\"small\"\n            />\n          ))}\n        </Stack>\n      ),\n    },\n    {\n      field: 'tags',\n      headerName: 'Tags',\n      flex: 1,\n      minWidth: 150,\n      ...listFilterColumn(CONTACT_LIST_FILTER_FIELDS, 'tags'),\n      sortable: false,\n      valueGetter: (_value, row: ContactRecord) => (row.tags ?? []).join(', '),\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        (row.tags ?? []).slice(0, 3).join(', '),\n    },\n    {\n      field: 'updatedAt',\n      headerName: 'Last activity',\n      flex: 0.8,\n      minWidth: 150,\n      // `type: 'date'` is what gives the panel a date PICKER rather than a\n      // free-text box for a value the query reads as a day.\n      type: 'date',\n      ...listFilterColumn(CONTACT_LIST_FILTER_FIELDS, 'updatedAt'),\n      valueGetter: (_value, row: ContactRecord) => {\n        const seconds = (row.updatedAt as { seconds?: number } | undefined)?.seconds\n        return seconds ? new Date(seconds * 1000) : null\n      },\n      renderCell: ({ row }: { row: ContactRecord }) => (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {row.interactions?.[0]\n            ? new Date(row.interactions[0].atMs).toLocaleDateString()\n            : '—'}\n        </Typography>\n      ),\n    },\n    // When the earliest open task against the person is due (AGL-2661).\n    nextActivityColumn(nowMs),\n    {\n      /*\n       * When the person last opened or clicked one of this holder's\n       * campaigns (AGL-2616). Off the facet like Owner and Stage, so it can\n       * never show another holder's readers; `filterable: false` for the\n       * same reason theirs are — a facet path is not a query the panel can\n       * make. A date column, so a sort on it orders by the instant and an\n       * export gets a date; the cell prints the relative form the timeline\n       * uses and carries the full stamp in its tooltip.\n       */\n      field: 'lastEmailEngagementAtMs',\n      headerName: 'Last engaged',\n      flex: 0.8,\n      minWidth: 140,\n      type: 'date',\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.lastEmailEngagementAtMs ? new Date(row.lastEmailEngagementAtMs) : null,\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.lastEmailEngagementAtMs ? (\n          <Tooltip title={new Date(row.lastEmailEngagementAtMs).toLocaleString()}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {activityTimeLabel(row.lastEmailEngagementAtMs, nowMs)}\n            </Typography>\n          </Tooltip>\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ),\n    },\n    {\n      /*\n       * The verdict on the address (AGL-3245): the same chip the record page\n       * carries, so a bounced or blocked person is told apart in the list a\n       * member picks recipients from. Sorted and exported by its label;\n       * filtered through the bar's `emailState` clause, not the panel.\n       */\n      field: 'emailState',\n      headerName: 'Email',\n      flex: 0.8,\n      minWidth: 140,\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.emailState ? EMAIL_STATE_LABELS[row.emailState.status] : '',\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.emailState ? 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]\n}\n"],"names":["activityTimeLabel","CONTACT_LIFECYCLE_STAGE_LABELS","EMAIL_STATE_LABELS","labelContactSource","hiddenFilterColumns","listFilterColumn","Chip","Stack","Tooltip","Typography","CONTACT_LIST_FILTER_FIELDS","CONTACT_LIST_FILTER_HEADERS","CrmEmailStateChip","nextActivityColumn","CONTACT_FILTER_COLUMNS","CONTACT_OPTIONAL_COLUMNS","contactListColumns","options","memberName","siteName","shareChipLabel","nowMs","Date","now","field","headerName","flex","minWidth","valueGetter","_value","row","String","name","email","renderCell","sx","justifyContent","height","lineHeight","direction","spacing","alignItems","variant","shareChip","size","color","label","noWrap","filterable","ownerUid","lifecycleStage","sortable","capturedByHostIds","map","join","length","flexWrap","slice","hostId","Object","keys","sources","source","tags","type","seconds","updatedAt","interactions","atMs","toLocaleDateString","lastEmailEngagementAtMs","title","toLocaleString","emailState","status","state"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,iBAAiB,EACjBC,8BAA8B,EAC9BC,kBAAkB,QACb,eAAc;AACrB,SAASC,kBAAkB,QAAQ,qDAAoD;AACvF,SACEC,mBAAmB,EACnBC,gBAAgB,QACX,8CAA6C;AACpD,SAASC,IAAI,EAAEC,KAAK,EAAEC,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEhE,SACEC,0BAA0B,EAC1BC,2BAA2B,QACtB,kCAA8B;AAGrC,SAASC,iBAAiB,QAAQ,4BAAwB;AAC1D,SAASC,kBAAkB,QAAQ,gCAA4B;AAE/D;;;CAGC,GACD;;;;;;CAMC,GACD,OAAO,MAAMC,yBAAyB;IACpC;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD,CAAA;AAED;;;;;;;CAOC,GACD,OAAO,MAAMC,2BAA2B;IAAC;CAA0B,CAAA;AAsBnE;;;;;;;;;;CAUC,GACD,OAAO,SAASC,mBACdC,OAAiC;QAGnBA;IADd,MAAM,EAAEC,UAAU,EAAEC,QAAQ,EAAEC,cAAc,EAAE,GAAGH;IACjD,MAAMI,SAAQJ,iBAAAA,QAAQI,KAAK,YAAbJ,iBAAiBK,KAAKC,GAAG;IACvC,OAAO;QACL;YACEC,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;WACPtB,iBAAiBK,4BAA4B;YAChDkB,aAAa,CAACC,QAAQC,MACpBC,OAAOD,IAAIE,IAAI,IAAIF,IAAIG,KAAK,IAAI;YAClCC,YAAY,CAAC,EAAEJ,GAAG,EAA0B,iBAC1C,MAACvB;oBAAM4B,IAAI;wBAAEC,gBAAgB;wBAAUC,QAAQ;wBAAQC,YAAY;oBAAK;;sCACtE,MAAC/B;4BAAMgC,WAAU;4BAAMC,SAAS;4BAAGL,IAAI;gCAAEM,YAAY;gCAAUd,UAAU;4BAAE;;8CACzE,KAAClB;oCAAWiC,SAAQ;oCAAQP,IAAI;wCAAEG,YAAY;oCAAK;8CAChDR,IAAIE,IAAI,IAAIF,IAAIG,KAAK;;gCAGvBH,IAAIa,SAAS,IAAIvB,+BAChB,KAACd;oCAAKsC,MAAK;oCAAQF,SAAQ;oCAAWG,OAAM;oCAAOC,OAAO1B,eAAeU,IAAIa,SAAS;qCACpF;;;wBAELb,IAAIE,IAAI,iBACP,KAACvB;4BACCiC,SAAQ;4BACRG,OAAM;4BACNV,IAAI;gCAAEG,YAAY;4BAAK;4BACvBS,MAAM;sCAELjB,IAAIG,KAAK;6BAEV;;;;QAIV;YACET,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACVqB,YAAY;YACZpB,aAAa,CAACC,QAAQC,MACpBA,IAAImB,QAAQ,GAAG/B,WAAWY,IAAImB,QAAQ,IAAI;YAC5Cf,YAAY,CAAC,EAAEJ,GAAG,EAA0B,GAC1CA,IAAImB,QAAQ,iBACV,KAACxC;oBAAWiC,SAAQ;oBAAQK,MAAM;8BAC/B7B,WAAWY,IAAImB,QAAQ;mCAG1B,KAACxC;oBAAWiC,SAAQ;oBAAUG,OAAM;8BACjC;;QAGT;QACA;YACErB,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACVqB,YAAY;YACZpB,aAAa,CAACC,QAAQC,MACpBA,IAAIoB,cAAc,GAAGjD,8BAA8B,CAAC6B,IAAIoB,cAAc,CAAC,GAAG;YAC5EhB,YAAY,CAAC,EAAEJ,GAAG,EAA0B,GAC1CA,IAAIoB,cAAc,iBAChB,KAAC5C;oBACCsC,MAAK;oBACLF,SAAQ;oBACRI,OAAO7C,8BAA8B,CAAC6B,IAAIoB,cAAc,CAAC;mCAG3D,KAACzC;oBAAWiC,SAAQ;oBAAUG,OAAM;8BACjC;;QAGT;QACA;;;;;;;;;;KAUC,MACG1B,WACA;YACE;gBACEK,OAAO;gBACPC,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVwB,UAAU;gBACVH,YAAY;gBACZpB,aAAa,CAACC,QAAiBC,MAC7BA,IAAIsB,iBAAiB,CAACC,GAAG,CAAClC,UAAUmC,IAAI,CAAC;gBAC3CpB,YAAY,CAAC,EAAEJ,GAAG,EAA0B,GAC1CA,IAAIsB,iBAAiB,CAACG,MAAM,iBAC1B,MAAChD;wBACCgC,WAAU;wBACVC,SAAS;wBACTL,IAAI;4BAAEM,YAAY;4BAAUJ,QAAQ;4BAAQmB,UAAU;wBAAS;;4BAE9D1B,IAAIsB,iBAAiB,CAACK,KAAK,CAAC,GAAG,GAAGJ,GAAG,CAAC,CAACK,uBACtC,KAACpD;oCAAkBsC,MAAK;oCAAQE,OAAO3B,SAASuC;mCAArCA;4BAEZ5B,IAAIsB,iBAAiB,CAACG,MAAM,GAAG,kBAC9B,KAACjD;gCACCsC,MAAK;gCACLF,SAAQ;gCACRI,OAAO,CAAC,CAAC,EAAEhB,IAAIsB,iBAAiB,CAACG,MAAM,GAAG,GAAG;iCAE7C;;uCAGN,KAAC9C;wBAAWiC,SAAQ;wBAAUG,OAAM;kCACjC;;YAGT;SACD,GACD,EAAE;QACN;YACErB,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACV,sEAAsE;YACtE,sEAAsE;YACtE,2BAA2B;YAC3BqB,YAAY;YACZG,UAAU;YACVvB,aAAa,CAACC,QAAQC;oBACRA;uBAAZ6B,OAAOC,IAAI,EAAC9B,eAAAA,IAAI+B,OAAO,YAAX/B,eAAe,CAAC,GAAGwB,IAAI,CAAC;;YACtCpB,YAAY,CAAC,EAAEJ,GAAG,EAA0B;oBAM3BA;qCALf,KAACvB;oBACCgC,WAAU;oBACVC,SAAS;oBACTL,IAAI;wBAAEM,YAAY;wBAAUJ,QAAQ;oBAAO;8BAE1CsB,OAAOC,IAAI,EAAC9B,eAAAA,IAAI+B,OAAO,YAAX/B,eAAe,CAAC,GAAGuB,GAAG,CAAC,CAACS,uBACnC,KAACxD;4BAECwC,OAAO3C,mBAAmB2D;4BAC1BlB,MAAK;2BAFAkB;;;QAOf;QACA;YACEtC,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;WACPtB,iBAAiBK,4BAA4B;YAChDyC,UAAU;YACVvB,aAAa,CAACC,QAAQC;oBAAwBA;uBAAD,EAACA,YAAAA,IAAIiC,IAAI,YAARjC,YAAY,EAAE,EAAEwB,IAAI,CAAC;;YACnEpB,YAAY,CAAC,EAAEJ,GAAG,EAA0B;oBACzCA;uBAAD,EAACA,YAAAA,IAAIiC,IAAI,YAARjC,YAAY,EAAE,EAAE2B,KAAK,CAAC,GAAG,GAAGH,IAAI,CAAC;;;QAEtC;YACE9B,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACV,qEAAqE;YACrE,sDAAsD;YACtDqC,MAAM;WACH3D,iBAAiBK,4BAA4B;YAChDkB,aAAa,CAACC,QAAQC;oBACHA;gBAAjB,MAAMmC,WAAWnC,iBAAAA,IAAIoC,SAAS,qBAAd,AAACpC,eAAoDmC,OAAO;gBAC5E,OAAOA,UAAU,IAAI3C,KAAK2C,UAAU,QAAQ;YAC9C;YACA/B,YAAY,CAAC,EAAEJ,GAAG,EAA0B;oBAEvCA;qCADH,KAACrB;oBAAWiC,SAAQ;oBAAUG,OAAM;8BACjCf,EAAAA,oBAAAA,IAAIqC,YAAY,qBAAhBrC,iBAAkB,CAAC,EAAE,IAClB,IAAIR,KAAKQ,IAAIqC,YAAY,CAAC,EAAE,CAACC,IAAI,EAAEC,kBAAkB,KACrD;;;;QAIV,oEAAoE;QACpExD,mBAAmBQ;QACnB;YACE;;;;;;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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-list-columns.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  activityTimeLabel,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  EMAIL_STATE_LABELS,\n} from '@aglyn/aglyn'\nimport { labelContactSource } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  hiddenFilterColumns,\n  listFilterColumn,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { Chip, Stack, Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  CONTACT_LIST_FILTER_FIELDS,\n  CONTACT_LIST_FILTER_HEADERS,\n} from '../constants/contact-filters'\nimport { contactRecordLabel, type ContactRecord } from '../model/contact-record'\nimport type { CrmShareChip } from '../model/crm-sharing'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { nextActivityColumn } from './crm-next-activity-column'\n\n/**\n * The filterable fields that get a column. The rest of\n * `CONTACT_LIST_FILTER_FIELDS` still reaches the filter panel, hidden.\n */\n/**\n * The declared filter fields that ARE table columns, so the hidden\n * filter-only columns are built for the others alone. Owner and Stage\n * joined it when the grammar learned them (AGL-2617): each is a shown\n * column already, and a second, hidden one under the same field would be\n * a duplicate the grid refuses.\n */\nexport const CONTACT_FILTER_COLUMNS = [\n  'name',\n  'ownerUid',\n  'lifecycleStage',\n  'sources',\n  'tags',\n  'updatedAt',\n  'nextTaskAtMs',\n  'emailState',\n]\n\n/**\n * The columns that ship HIDDEN, for the grid's visibility model (AGL-2616).\n *\n * \"Last engaged\" is a fact most lists do not need on screen and every list\n * can turn on from the column menu; shipping it visible would widen a\n * table that already carries seven columns for a figure only a marketing\n * reader scans.\n */\nexport const CONTACT_OPTIONAL_COLUMNS = ['lastEmailEngagementAtMs']\n\nexport interface ContactListColumnOptions {\n  /** The owner's name for a uid — the roster's, or the uid itself. */\n  memberName: (uid: string) => string\n  /**\n   * How a site reads, by document id — handed in at the ORGANIZATION level\n   * only (AGL-2630), where it turns on the \"Known by\" column: the sites\n   * that have captured each person. Absent under a site, where every row\n   * is known by the site and the column would say so on every line.\n   */\n  siteName?: (hostId: string) => string\n  /** The words of a row's \"Shared by…\" chip (AGL-3336); absent draws none. */\n  shareChipLabel?: (chip: CrmShareChip) => string\n  /**\n   * One clock for every row of one paint, so two contacts engaged a second\n   * apart cannot read \"just now\" and \"1 min ago\". Defaults to the paint's\n   * own `Date.now()`.\n   */\n  nowMs?: number\n}\n\n/**\n * The contacts list's columns (AGL-2596), in their own module so the list\n * file stays about the QUERY and the toolbar while other surfaces — a bulk\n * bar, an import — grow beside it.\n *\n * Owner and Stage read off the flattened row, which is already this\n * holder's facet (`contactRecordFromDoc`), so neither column can show\n * another holder's assignment. Filtering by either is the list's: the panel\n * names the field and the list asks the holder's facet key of its query\n * (`contactQueryClause`, AGL-3321).\n */\nexport function contactListColumns(\n  options: ContactListColumnOptions,\n): GridColDef[] {\n  const { memberName, siteName, shareChipLabel } = options\n  const nowMs = options.nowMs ?? Date.now()\n  return [\n    {\n      field: 'name',\n      headerName: 'Contact',\n      flex: 1.6,\n      minWidth: 220,\n      ...listFilterColumn(CONTACT_LIST_FILTER_FIELDS, 'name'),\n      valueGetter: (_value, row: ContactRecord) =>\n        contactRecordLabel(row),\n      renderCell: ({ row }: { row: ContactRecord }) => (\n        <Stack sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', minWidth: 0 }}>\n            <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n              {contactRecordLabel(row)}\n            </Typography>\n            {/* Seen on this site only through a share (AGL-3336). */}\n            {row.shareChip && shareChipLabel ? (\n              <Chip size=\"small\" variant=\"outlined\" color=\"info\" label={shareChipLabel(row.shareChip)} />\n            ) : null}\n          </Stack>\n          {row.name && (row.email || row.phone || row.mobilePhone) ? (\n            <Typography\n              variant=\"caption\"\n              color=\"text.secondary\"\n              sx={{ lineHeight: 1.25 }}\n              noWrap\n            >\n              {row.email || row.phone || row.mobilePhone}\n            </Typography>\n          ) : null}\n        </Stack>\n      ),\n    },\n    {\n      field: 'ownerUid',\n      headerName: 'Owner',\n      flex: 0.9,\n      minWidth: 140,\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.ownerUid ? memberName(row.ownerUid) : '',\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.ownerUid ? (\n          <Typography variant=\"body2\" noWrap>\n            {memberName(row.ownerUid)}\n          </Typography>\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ),\n    },\n    {\n      field: 'lifecycleStage',\n      headerName: 'Stage',\n      flex: 0.9,\n      minWidth: 150,\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.lifecycleStage ? CONTACT_LIFECYCLE_STAGE_LABELS[row.lifecycleStage] : '',\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.lifecycleStage ? (\n          <Chip\n            size=\"small\"\n            variant=\"outlined\"\n            label={CONTACT_LIFECYCLE_STAGE_LABELS[row.lifecycleStage]}\n          />\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ),\n    },\n    /*\n     * KNOWN BY (AGL-2630): the sites that have captured this person, which\n     * is the cross-site fact the organization-level list exists to show —\n     * one deduplicated row per person, and which of the org's sites know\n     * them. `capturedByHostIds` is a top-level array precisely so the\n     * question can be answered without opening a facet. Not filterable from\n     * the panel: an `array-contains` on it would displace the scope clause\n     * under a site, and a search or a facet filter at the org level (one\n     * array clause per query, AGL-3321). A row that names no site predates attribution and says so,\n     * rather than reading as \"every site\".\n     */\n    ...(siteName\n      ? [\n          {\n            field: 'capturedByHostIds',\n            headerName: 'Known by',\n            flex: 1.1,\n            minWidth: 200,\n            sortable: false,\n            filterable: false,\n            valueGetter: (_value: unknown, row: ContactRecord) =>\n              row.capturedByHostIds.map(siteName).join(', '),\n            renderCell: ({ row }: { row: ContactRecord }) =>\n              row.capturedByHostIds.length ? (\n                <Stack\n                  direction=\"row\"\n                  spacing={0.5}\n                  sx={{ alignItems: 'center', height: '100%', flexWrap: 'nowrap' }}\n                >\n                  {row.capturedByHostIds.slice(0, 2).map((hostId) => (\n                    <Chip key={hostId} size=\"small\" label={siteName(hostId)} />\n                  ))}\n                  {row.capturedByHostIds.length > 2 ? (\n                    <Chip\n                      size=\"small\"\n                      variant=\"outlined\"\n                      label={`+${row.capturedByHostIds.length - 2}`}\n                    />\n                  ) : null}\n                </Stack>\n              ) : (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {'No site recorded'}\n                </Typography>\n              ),\n          } satisfies GridColDef,\n        ]\n      : []),\n    {\n      field: 'sources',\n      headerName: 'Sources',\n      flex: 1,\n      minWidth: 160,\n      // A map of provenance flags, not a scalar — `sources.form == true` is\n      // queryable one key at a time, which is a menu of its own rather than\n      // a filter on this column.\n      filterable: false,\n      sortable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        Object.keys(row.sources ?? {}).join(', '),\n      renderCell: ({ row }: { row: ContactRecord }) => (\n        <Stack\n          direction=\"row\"\n          spacing={0.5}\n          sx={{ alignItems: 'center', height: '100%' }}\n        >\n          {Object.keys(row.sources ?? {}).map((source) => (\n            <Chip\n              key={source}\n              label={labelContactSource(source)}\n              size=\"small\"\n            />\n          ))}\n        </Stack>\n      ),\n    },\n    {\n      field: 'tags',\n      headerName: 'Tags',\n      flex: 1,\n      minWidth: 150,\n      ...listFilterColumn(CONTACT_LIST_FILTER_FIELDS, 'tags'),\n      sortable: false,\n      valueGetter: (_value, row: ContactRecord) => (row.tags ?? []).join(', '),\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        (row.tags ?? []).slice(0, 3).join(', '),\n    },\n    {\n      field: 'updatedAt',\n      headerName: 'Last activity',\n      flex: 0.8,\n      minWidth: 150,\n      // `type: 'date'` is what gives the panel a date PICKER rather than a\n      // free-text box for a value the query reads as a day.\n      type: 'date',\n      ...listFilterColumn(CONTACT_LIST_FILTER_FIELDS, 'updatedAt'),\n      valueGetter: (_value, row: ContactRecord) => {\n        const seconds = (row.updatedAt as { seconds?: number } | undefined)?.seconds\n        return seconds ? new Date(seconds * 1000) : null\n      },\n      renderCell: ({ row }: { row: ContactRecord }) => (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {row.interactions?.[0]\n            ? new Date(row.interactions[0].atMs).toLocaleDateString()\n            : '—'}\n        </Typography>\n      ),\n    },\n    // When the earliest open task against the person is due (AGL-2661).\n    nextActivityColumn(nowMs),\n    {\n      /*\n       * When the person last opened or clicked one of this holder's\n       * campaigns (AGL-2616). Off the facet like Owner and Stage, so it can\n       * never show another holder's readers; `filterable: false` for the\n       * same reason theirs are — a facet path is not a query the panel can\n       * make. A date column, so a sort on it orders by the instant and an\n       * export gets a date; the cell prints the relative form the timeline\n       * uses and carries the full stamp in its tooltip.\n       */\n      field: 'lastEmailEngagementAtMs',\n      headerName: 'Last engaged',\n      flex: 0.8,\n      minWidth: 140,\n      type: 'date',\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.lastEmailEngagementAtMs ? new Date(row.lastEmailEngagementAtMs) : null,\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.lastEmailEngagementAtMs ? (\n          <Tooltip title={new Date(row.lastEmailEngagementAtMs).toLocaleString()}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {activityTimeLabel(row.lastEmailEngagementAtMs, nowMs)}\n            </Typography>\n          </Tooltip>\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ),\n    },\n    {\n      /*\n       * The verdict on the address (AGL-3245): the same chip the record page\n       * carries, so a bounced or blocked person is told apart in the list a\n       * member picks recipients from. Sorted and exported by its label;\n       * filtered through the bar's `emailState` clause, not the panel.\n       */\n      field: 'emailState',\n      headerName: 'Email',\n      flex: 0.8,\n      minWidth: 140,\n      filterable: false,\n      valueGetter: (_value, row: ContactRecord) =>\n        row.emailState ? EMAIL_STATE_LABELS[row.emailState.status] : '',\n      renderCell: ({ row }: { row: ContactRecord }) =>\n        row.emailState ? (\n          <CrmEmailStateChip state={row.emailState} />\n        ) : (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ),\n    },\n    ...hiddenFilterColumns(\n      CONTACT_LIST_FILTER_FIELDS,\n      CONTACT_FILTER_COLUMNS,\n      CONTACT_LIST_FILTER_HEADERS,\n    ),\n  ]\n}\n"],"names":["activityTimeLabel","CONTACT_LIFECYCLE_STAGE_LABELS","EMAIL_STATE_LABELS","labelContactSource","hiddenFilterColumns","listFilterColumn","Chip","Stack","Tooltip","Typography","CONTACT_LIST_FILTER_FIELDS","CONTACT_LIST_FILTER_HEADERS","contactRecordLabel","CrmEmailStateChip","nextActivityColumn","CONTACT_FILTER_COLUMNS","CONTACT_OPTIONAL_COLUMNS","contactListColumns","options","memberName","siteName","shareChipLabel","nowMs","Date","now","field","headerName","flex","minWidth","valueGetter","_value","row","renderCell","sx","justifyContent","height","lineHeight","direction","spacing","alignItems","variant","shareChip","size","color","label","name","email","phone","mobilePhone","noWrap","filterable","ownerUid","lifecycleStage","sortable","capturedByHostIds","map","join","length","flexWrap","slice","hostId","Object","keys","sources","source","tags","type","seconds","updatedAt","interactions","atMs","toLocaleDateString","lastEmailEngagementAtMs","title","toLocaleString","emailState","status","state"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,iBAAiB,EACjBC,8BAA8B,EAC9BC,kBAAkB,QACb,eAAc;AACrB,SAASC,kBAAkB,QAAQ,qDAAoD;AACvF,SACEC,mBAAmB,EACnBC,gBAAgB,QACX,8CAA6C;AACpD,SAASC,IAAI,EAAEC,KAAK,EAAEC,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEhE,SACEC,0BAA0B,EAC1BC,2BAA2B,QACtB,kCAA8B;AACrC,SAASC,kBAAkB,QAA4B,6BAAyB;AAEhF,SAASC,iBAAiB,QAAQ,4BAAwB;AAC1D,SAASC,kBAAkB,QAAQ,gCAA4B;AAE/D;;;CAGC,GACD;;;;;;CAMC,GACD,OAAO,MAAMC,yBAAyB;IACpC;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD,CAAA;AAED;;;;;;;CAOC,GACD,OAAO,MAAMC,2BAA2B;IAAC;CAA0B,CAAA;AAsBnE;;;;;;;;;;CAUC,GACD,OAAO,SAASC,mBACdC,OAAiC;QAGnBA;IADd,MAAM,EAAEC,UAAU,EAAEC,QAAQ,EAAEC,cAAc,EAAE,GAAGH;IACjD,MAAMI,SAAQJ,iBAAAA,QAAQI,KAAK,YAAbJ,iBAAiBK,KAAKC,GAAG;IACvC,OAAO;QACL;YACEC,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;WACPvB,iBAAiBK,4BAA4B;YAChDmB,aAAa,CAACC,QAAQC,MACpBnB,mBAAmBmB;YACrBC,YAAY,CAAC,EAAED,GAAG,EAA0B,iBAC1C,MAACxB;oBAAM0B,IAAI;wBAAEC,gBAAgB;wBAAUC,QAAQ;wBAAQC,YAAY;oBAAK;;sCACtE,MAAC7B;4BAAM8B,WAAU;4BAAMC,SAAS;4BAAGL,IAAI;gCAAEM,YAAY;gCAAUX,UAAU;4BAAE;;8CACzE,KAACnB;oCAAW+B,SAAQ;oCAAQP,IAAI;wCAAEG,YAAY;oCAAK;8CAChDxB,mBAAmBmB;;gCAGrBA,IAAIU,SAAS,IAAIpB,+BAChB,KAACf;oCAAKoC,MAAK;oCAAQF,SAAQ;oCAAWG,OAAM;oCAAOC,OAAOvB,eAAeU,IAAIU,SAAS;qCACpF;;;wBAELV,IAAIc,IAAI,IAAKd,CAAAA,IAAIe,KAAK,IAAIf,IAAIgB,KAAK,IAAIhB,IAAIiB,WAAW,AAAD,kBACpD,KAACvC;4BACC+B,SAAQ;4BACRG,OAAM;4BACNV,IAAI;gCAAEG,YAAY;4BAAK;4BACvBa,MAAM;sCAELlB,IAAIe,KAAK,IAAIf,IAAIgB,KAAK,IAAIhB,IAAIiB,WAAW;6BAE1C;;;;QAIV;YACEvB,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACVsB,YAAY;YACZrB,aAAa,CAACC,QAAQC,MACpBA,IAAIoB,QAAQ,GAAGhC,WAAWY,IAAIoB,QAAQ,IAAI;YAC5CnB,YAAY,CAAC,EAAED,GAAG,EAA0B,GAC1CA,IAAIoB,QAAQ,iBACV,KAAC1C;oBAAW+B,SAAQ;oBAAQS,MAAM;8BAC/B9B,WAAWY,IAAIoB,QAAQ;mCAG1B,KAAC1C;oBAAW+B,SAAQ;oBAAUG,OAAM;8BACjC;;QAGT;QACA;YACElB,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACVsB,YAAY;YACZrB,aAAa,CAACC,QAAQC,MACpBA,IAAIqB,cAAc,GAAGnD,8BAA8B,CAAC8B,IAAIqB,cAAc,CAAC,GAAG;YAC5EpB,YAAY,CAAC,EAAED,GAAG,EAA0B,GAC1CA,IAAIqB,cAAc,iBAChB,KAAC9C;oBACCoC,MAAK;oBACLF,SAAQ;oBACRI,OAAO3C,8BAA8B,CAAC8B,IAAIqB,cAAc,CAAC;mCAG3D,KAAC3C;oBAAW+B,SAAQ;oBAAUG,OAAM;8BACjC;;QAGT;QACA;;;;;;;;;;KAUC,MACGvB,WACA;YACE;gBACEK,OAAO;gBACPC,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVyB,UAAU;gBACVH,YAAY;gBACZrB,aAAa,CAACC,QAAiBC,MAC7BA,IAAIuB,iBAAiB,CAACC,GAAG,CAACnC,UAAUoC,IAAI,CAAC;gBAC3CxB,YAAY,CAAC,EAAED,GAAG,EAA0B,GAC1CA,IAAIuB,iBAAiB,CAACG,MAAM,iBAC1B,MAAClD;wBACC8B,WAAU;wBACVC,SAAS;wBACTL,IAAI;4BAAEM,YAAY;4BAAUJ,QAAQ;4BAAQuB,UAAU;wBAAS;;4BAE9D3B,IAAIuB,iBAAiB,CAACK,KAAK,CAAC,GAAG,GAAGJ,GAAG,CAAC,CAACK,uBACtC,KAACtD;oCAAkBoC,MAAK;oCAAQE,OAAOxB,SAASwC;mCAArCA;4BAEZ7B,IAAIuB,iBAAiB,CAACG,MAAM,GAAG,kBAC9B,KAACnD;gCACCoC,MAAK;gCACLF,SAAQ;gCACRI,OAAO,CAAC,CAAC,EAAEb,IAAIuB,iBAAiB,CAACG,MAAM,GAAG,GAAG;iCAE7C;;uCAGN,KAAChD;wBAAW+B,SAAQ;wBAAUG,OAAM;kCACjC;;YAGT;SACD,GACD,EAAE;QACN;YACElB,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACV,sEAAsE;YACtE,sEAAsE;YACtE,2BAA2B;YAC3BsB,YAAY;YACZG,UAAU;YACVxB,aAAa,CAACC,QAAQC;oBACRA;uBAAZ8B,OAAOC,IAAI,EAAC/B,eAAAA,IAAIgC,OAAO,YAAXhC,eAAe,CAAC,GAAGyB,IAAI,CAAC;;YACtCxB,YAAY,CAAC,EAAED,GAAG,EAA0B;oBAM3BA;qCALf,KAACxB;oBACC8B,WAAU;oBACVC,SAAS;oBACTL,IAAI;wBAAEM,YAAY;wBAAUJ,QAAQ;oBAAO;8BAE1C0B,OAAOC,IAAI,EAAC/B,eAAAA,IAAIgC,OAAO,YAAXhC,eAAe,CAAC,GAAGwB,GAAG,CAAC,CAACS,uBACnC,KAAC1D;4BAECsC,OAAOzC,mBAAmB6D;4BAC1BtB,MAAK;2BAFAsB;;;QAOf;QACA;YACEvC,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;WACPvB,iBAAiBK,4BAA4B;YAChD2C,UAAU;YACVxB,aAAa,CAACC,QAAQC;oBAAwBA;uBAAD,EAACA,YAAAA,IAAIkC,IAAI,YAARlC,YAAY,EAAE,EAAEyB,IAAI,CAAC;;YACnExB,YAAY,CAAC,EAAED,GAAG,EAA0B;oBACzCA;uBAAD,EAACA,YAAAA,IAAIkC,IAAI,YAARlC,YAAY,EAAE,EAAE4B,KAAK,CAAC,GAAG,GAAGH,IAAI,CAAC;;;QAEtC;YACE/B,OAAO;YACPC,YAAY;YACZC,MAAM;YACNC,UAAU;YACV,qEAAqE;YACrE,sDAAsD;YACtDsC,MAAM;WACH7D,iBAAiBK,4BAA4B;YAChDmB,aAAa,CAACC,QAAQC;oBACHA;gBAAjB,MAAMoC,WAAWpC,iBAAAA,IAAIqC,SAAS,qBAAd,AAACrC,eAAoDoC,OAAO;gBAC5E,OAAOA,UAAU,IAAI5C,KAAK4C,UAAU,QAAQ;YAC9C;YACAnC,YAAY,CAAC,EAAED,GAAG,EAA0B;oBAEvCA;qCADH,KAACtB;oBAAW+B,SAAQ;oBAAUG,OAAM;8BACjCZ,EAAAA,oBAAAA,IAAIsC,YAAY,qBAAhBtC,iBAAkB,CAA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package/src/lib/components/contact-properties-card.js

@@ -17,7 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
-import { composeContactName, CONTACT_BIRTHDATE_REFUSAL, CONTACT_EXTRA_PHONE_FIELDS, CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, CONTACT_NAME_PART_MAX, CONTACT_PHONE_FIELD_LABELS, CRM_SALUTATION_PICKLIST, crmTelHref, normalizeContactBirthdate, normalizePhone } from "@aglyn/aglyn";
+import { composeContactName, CONTACT_BIRTHDATE_REFUSAL, CONTACT_EXTRA_PHONE_FIELDS, CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, CONTACT_NAME_PART_MAX, CONTACT_PHONE_FIELD_LABELS, CRM_SALUTATION_PICKLIST, crmTelHref, normalizeContactBirthdate, normalizeContactEmail, normalizePhone } from "@aglyn/aglyn";
 import { mdiPhoneOutline } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
@@ -190,6 +190,8 @@ export function ContactPropertiesCard(props) {
     const [lastName, setLastName] = useState((_record_lastName = record.lastName) != null ? _record_lastName : '');
     const [phones, setPhones] = useState(()=>phoneDraftsFrom(record));
     const [doNotCall, setDoNotCall] = useState(record.doNotCall === true);
+    const [email, setEmail] = useState(record.email);
+    const [emailError, setEmailError] = useState('');
     const [jobTitle, setJobTitle] = useState(record.jobTitle);
     const [department, setDepartment] = useState((_record_department = record.department) != null ? _record_department : '');
     const [birthdate, setBirthdate] = useState((_record_birthdate = record.birthdate) != null ? _record_birthdate : '');
@@ -242,6 +244,8 @@ export function ContactPropertiesCard(props) {
         setLastName((_record_lastName = record.lastName) != null ? _record_lastName : '');
         setPhones(phoneDraftsFrom(record));
         setDoNotCall(record.doNotCall === true);
+        setEmail(record.email);
+        setEmailError('');
         setJobTitle(record.jobTitle);
         setDepartment((_record_department = record.department) != null ? _record_department : '');
         setBirthdate((_record_birthdate = record.birthdate) != null ? _record_birthdate : '');
@@ -273,6 +277,19 @@ export function ContactPropertiesCard(props) {
     }, [
         recordId
     ]);
+    /*
+   * And it follows the document until somebody edits it (AGL-4122). A page
+   * drawn from the cache seeds these drafts from the cached row, and the
+   * server's answer arrives a moment later with the newer one. Left alone, the
+   * form kept the old values on screen with the seed reading confirmed, and the
+   * next save wrote them back over the new ones without anyone having touched
+   * those fields.
+   */ useEffect(()=>{
+        if (!edited) reseed();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [
+        record
+    ]);
     const handleSave = useCallback(async ()=>{
         var _record_salutation, _record_reportsToContactId;
         if (clearingRequired) return;
@@ -280,11 +297,20 @@ export function ContactPropertiesCard(props) {
         const storedBirthdate = normalizeContactBirthdate(birthdate);
         setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {});
         setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '');
+        // The address, only when it moved. It can be filled in or replaced, never
+        // emptied: a person who had one still answers to it (AGL-4122).
+        const typedEmail = email.trim();
+        const nextEmail = typedEmail === record.email ? null : normalizeContactEmail(typedEmail);
+        const emailMoved = typedEmail !== record.email;
+        setEmailError(emailMoved && !nextEmail ? 'Enter a valid email address.' : '');
         if ('errors' in readPhonesResult || storedBirthdate === null) return;
+        if (emailMoved && !nextEmail) return;
         // A stage that differs from the record's is the stage route's to write —
         // see the note above.
         const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage;
-        const set = _extends({}, composedName ? {} : {
+        const set = _extends({}, nextEmail ? {
+            email: nextEmail
+        } : {}, composedName ? {} : {
             name: nameOverride.trim().slice(0, 120)
         }, {
             firstName: firstName.trim(),
@@ -330,21 +356,16 @@ export function ContactPropertiesCard(props) {
             logActivity('Updated contact', {
                 type: 'contact',
                 id: record.$id,
-                name: record.name || record.email
+                name: record.name || email.trim() || record.phone
             });
             // The custom values are stored; the controls read the record again.
             setCustom({});
-            if (stageChanged && !siteHostId) {
-                // The stage lives on a site's facet, and this person has none. Never
-                // "Contact saved" over a change that went nowhere (AGL-4120).
-                return void enqueueSnackbar('Saved, but the stage could not be changed: no site has captured this contact yet.', {
-                    variant: 'warning',
-                    persist: false
-                });
-            }
-            if (stageChanged && siteHostId) {
+            if (stageChanged) {
                 try {
-                    await setContactStage(user, siteHostId, record.$id, lifecycleStage || null);
+                    // A person no site holds is staged at the organization (AGL-4122).
+                    await setContactStage(user, siteHostId, record.$id, lifecycleStage || null, {
+                        orgId
+                    });
                 } catch (error) {
                     // The rest of the profile is saved; only the stage was refused, and
                     // the route's own sentence says why.
@@ -369,6 +390,8 @@ export function ContactPropertiesCard(props) {
             setSaving(false);
         }
     }, [
+        email,
+        orgId,
         address,
         assistantName,
         birthdate,
@@ -508,13 +531,11 @@ export function ContactPropertiesCard(props) {
                     children: /*#__PURE__*/ _jsx(TextField, {
                         size: "small",
                         label: "Email",
-                        value: record.email,
-                        slotProps: {
-                            input: {
-                                readOnly: true
-                            }
-                        },
-                        helperText: "The identity every site shares — it cannot be edited here.",
+                        type: "email",
+                        value: email,
+                        onChange: (event)=>change(setEmail, event.target.value),
+                        error: Boolean(emailError),
+                        helperText: emailError || (record.email ? 'Every site shares this address, so changing it changes it for all of them.' : 'Add it whenever you have it.'),
                         fullWidth: true
                     })
                 }),

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && !siteHostId) {\n        // The stage lives on a site's facet, and this person has none. Never\n        // \"Contact saved\" over a change that went nowhere (AGL-4120).\n        return void enqueueSnackbar(\n          'Saved, but the stage could not be changed: no site has captured this contact yet.',\n          { variant: 'warning', persist: false },\n        )\n      }\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#contact-properties' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? ''}\n            onChange={(value) => change(setSalutation, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"First name\"\n            value={firstName}\n            onChange={(event) => change(setFirstName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Last name\"\n            value={lastName}\n            onChange={(event) => change(setLastName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : record.canonicalName\n                  ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. A company the list cannot name\n              // keeps whatever label the record already had.\n              setCompanyName(company ? company.name : id ? companyName : '')\n            }}\n            onCreate={createCompany}\n            email={record.email}\n            fallbackName={companyName}\n            disabled={saving || suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            stored={record.leadSource}\n            onChange={(value) => change(setLeadSource, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              change(setLifecycleStage, event.target.value as ContactLifecycleStage | '')\n            }\n            disabled={suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => change(setOwnerUid, event.target.value)}\n            disabled={suiteLocked}\n            helperText={\n              suiteLocked\n                ? crmSuiteLockedReason()\n                : members.ready && !members.options.length\n                  ? 'The team roster could not be read, so nobody can be picked yet.'\n                  : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {ownerUid && !ownerKnown ? (\n              <MenuItem value={ownerUid}>{members.memberName(ownerUid)}</MenuItem>\n            ) : null}\n            {members.options.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {Aglyn.crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => change(setTags, event.target.value)}\n            fullWidth\n          />\n        </Grid>\n\n        <SectionHeading>{'Phones'}</SectionHeading>\n        {PHONE_FIELDS.filter((field) => field !== 'assistantPhone').map(phoneField)}\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => change(setDoNotCall, event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <FormHelperText>\n            {'They asked not to be phoned. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizeContactEmail,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [email, setEmail] = useState(record.email)\n  const [emailError, setEmailError] = useState('')\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setEmail(record.email)\n    setEmailError('')\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n  /*\n   * And it follows the document until somebody edits it (AGL-4122). A page\n   * drawn from the cache seeds these drafts from the cached row, and the\n   * server's answer arrives a moment later with the newer one. Left alone, the\n   * form kept the old values on screen with the seed reading confirmed, and the\n   * next save wrote them back over the new ones without anyone having touched\n   * those fields.\n   */\n  useEffect(() => {\n    if (!edited) reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [record])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    // The address, only when it moved. It can be filled in or replaced, never\n    // emptied: a person who had one still answers to it (AGL-4122).\n    const typedEmail = email.trim()\n    const nextEmail = typedEmail === record.email ? null : normalizeContactEmail(typedEmail)\n    const emailMoved = typedEmail !== record.email\n    setEmailError(emailMoved && !nextEmail ? 'Enter a valid email address.' : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    if (emailMoved && !nextEmail) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      ...(nextEmail ? { email: nextEmail } : {}),\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || email.trim() || record.phone,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged) {\n        try {\n          // A person no site holds is staged at the organization (AGL-4122).\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null, {\n            orgId,\n          })\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    email,\n    orgId,\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#contact-properties' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => change(setEmail, event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              (record.email\n                ? 'Every site shares this address, so changing it changes it for all of them.'\n                : 'Add it whenever you have it.')\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? ''}\n            onChange={(value) => change(setSalutation, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"First name\"\n            value={firstName}\n            onChange={(event) => change(setFirstName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Last name\"\n            value={lastName}\n            onChange={(event) => change(setLastName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : record.canonicalName\n                  ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. A company the list cannot name\n              // keeps whatever label the record already had.\n              setCompanyName(company ? company.name : id ? companyName : '')\n            }}\n            onCreate={createCompany}\n            email={record.email}\n            fallbackName={companyName}\n            disabled={saving || suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            stored={record.leadSource}\n            onChange={(value) => change(setLeadSource, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              change(setLifecycleStage, event.target.value as ContactLifecycleStage | '')\n            }\n            disabled={suiteLocked}\n            helperText={suiteLocked ? crmSuiteLockedReason() : undefined}\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => change(setOwnerUid, event.target.value)}\n            disabled={suiteLocked}\n            helperText={\n              suiteLocked\n                ? crmSuiteLockedReason()\n                : members.ready && !members.options.length\n                  ? 'The team roster could not be read, so nobody can be picked yet.'\n                  : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {ownerUid && !ownerKnown ? (\n              <MenuItem value={ownerUid}>{members.memberName(ownerUid)}</MenuItem>\n            ) : null}\n            {members.options.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {Aglyn.crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => change(setTags, event.target.value)}\n            fullWidth\n          />\n        </Grid>\n\n        <SectionHeading>{'Phones'}</SectionHeading>\n        {PHONE_FIELDS.filter((field) => field !== 'assistantPhone').map(phoneField)}\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => change(setDoNotCall, event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <FormHelperText>\n            {'They asked not to be phoned. 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package/src/lib/components/contact-roles-editor.d.ts

@@ -0,0 +1,54 @@
+/**
+ * @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.
+ */
+import { type CrmDealContactRole } from '@aglyn/aglyn';
+import { CardDisplay } from '@aglyn/shared-ui-jsx';
+import { type ComponentProps } from 'react';
+import type { useCrmPicklist } from '../hooks/use-crm-picklist';
+import { type CrmOrgDoc } from '../hooks/use-crm-scope';
+import type { CrmRoutes } from '../model/crm-routes';
+/** What the roles are on, as a sentence names it. */
+export type ContactRolesNoun = 'deal' | 'company';
+export interface ContactRolesEditorProps {
+    noun: ContactRolesNoun;
+    roles: readonly CrmDealContactRole[];
+    busy: boolean;
+    adding: boolean;
+    onAddingChange: (adding: boolean) => void;
+    /** The org has loaded, so a contact can be picked. */
+    ready: boolean;
+    hostId: string | null;
+    org: CrmOrgDoc;
+    routes: CrmRoutes;
+    picklist: ReturnType<typeof useCrmPicklist>['picklist'];
+    nameOf: (kind: 'contact', id: string) => string | undefined;
+    help: ComponentProps<typeof CardDisplay>['help'];
+    emptyDescription: string;
+    /** Writes the whole list, and answers whether it landed. */
+    save: (next: CrmDealContactRole[], done: string) => Promise<boolean>;
+}
+/**
+ * THE PEOPLE ON A RECORD, AND THE PART EACH PLAYS: Salesforce's Contact Roles,
+ * on a deal (AGL-3521) and on a company (AGL-4122).
+ *
+ * One card, because the two differ only in what a save writes, which is each
+ * record's own. A role is one of the org's `opportunityContactRole` values, and
+ * adding opens a dialog rather than a row of fields above the list.
+ */
+export declare function ContactRolesEditor(props: ContactRolesEditorProps): import("react").JSX.Element;
+export declare namespace ContactRolesEditor {
+    var displayName: string;
+}