@aglyn/plugins-crm 1.0.0 → 1.2.0

package/src/lib/hooks/use-crm-record-names.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-record-names.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { contactDisplayName, CRM_COLLECTIONS } from '@aglyn/aglyn'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { doc, type Firestore, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\nexport type CrmRecordKind = 'contact' | 'company' | 'deal'\n\n/** The collection each kind of record lives in, under `orgs/{orgId}/`. */\nexport const CRM_RECORD_COLLECTIONS: Record<CrmRecordKind, string> = {\n  contact: 'contacts',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n}\n\n/**\n * What a record is CALLED, from its document.\n *\n * A contact's name is read through the viewing group's facet, the way the\n * people list reads it, so one business renaming a person does not change\n * what an unrelated business's task list shows; the email stands in for a\n * contact nobody has named. A company has a name and a deal a title.\n */\nexport function crmRecordName(\n  kind: CrmRecordKind,\n  data: Record<string, unknown> | undefined,\n  groupId: string,\n): string {\n  if (!data) return ''\n  switch (kind) {\n    case 'contact':\n      return contactDisplayName(data, groupId) || String(data['email'] ?? '')\n    case 'company':\n      return String(data['name'] ?? '')\n    case 'deal':\n      return String(data['title'] ?? '')\n  }\n}\n\n/**\n * Names already read, keyed by `orgId/collection/id`, shared by every\n * mount for the life of the page.\n *\n * A task list names the same handful of records over and over — five tasks\n * about one deal are five rows and one name — and a person moves between the\n * tasks section, a contact's page and the dashboard without the records\n * changing underneath them. `null` records a document that does not exist,\n * so a task pointing at a deleted record costs one read rather than one per\n * render. A rename is picked up on the next page load, which is the right\n * staleness for a label beside a link to the record itself.\n */\nconst nameCache = new Map<string, string | null>()\nconst pending = new Map<string, Promise<void>>()\n\nconst cacheKey = (orgId: string, kind: CrmRecordKind, id: string) =>\n  `${orgId}/${CRM_RECORD_COLLECTIONS[kind]}/${id}`\n\n/** Test seam: forget everything, so a spec's fixtures are what get read. */\nexport function resetCrmRecordNameCache(): void {\n  nameCache.clear()\n  pending.clear()\n}\n\n/**\n * The reads that fill the cache for `records` not already in it — each\n * record read once however many callers ask at the same time.\n */\nfunction startNameReads(\n  firestore: Firestore,\n  orgId: string,\n  groupId: string | null,\n  org: Record<string, unknown> | null | undefined,\n  records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>,\n): Promise<void>[] {\n  const reads: Promise<void>[] = []\n  for (const { kind, id } of records) {\n    if (!id) continue\n    const key = cacheKey(orgId, kind, id)\n    if (nameCache.has(key)) continue\n    let read = pending.get(key)\n    if (!read) {\n      read = getDoc(doc(firestore, 'orgs', orgId, CRM_RECORD_COLLECTIONS[kind], id))\n        .then((snapshot) => {\n          const data = snapshot.exists() ? (snapshot.data() as Record<string, unknown>) : undefined\n          nameCache.set(\n            key,\n            data ? crmRecordName(kind, data, groupId ?? contactPrimaryGroup(data, org).groupId) : null,\n          )\n        })\n        .catch(() => {\n          // A refused or failed read is not cached: the cell keeps showing\n          // the id, and the next mount tries again.\n        })\n        .finally(() => {\n          pending.delete(key)\n        })\n      pending.set(key, read)\n    }\n    reads.push(read)\n  }\n  return reads\n}\n\n/**\n * The names of `records`, read now — for a one-off like a file export,\n * which needs every name at once rather than a listener's re-render\n * (AGL-3521). Shares {@link useCrmRecordNames}' cache, and answers the same\n * lookup: `undefined` for a record that could not be named.\n */\nexport async function readCrmRecordNames(\n  firestore: Firestore,\n  options: {\n    orgId: string\n    groupId: string | null\n    org?: Record<string, unknown> | null\n    records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>\n  },\n): Promise<(kind: CrmRecordKind, id: string) => string | undefined> {\n  const { orgId, groupId, org, records } = options\n  await Promise.all(startNameReads(firestore, orgId, groupId, org, records))\n  return (kind, id) => nameCache.get(cacheKey(orgId, kind, id)) ?? undefined\n}\n\n/**\n * The names of the records a list of tasks points at, resolved once each.\n *\n * Returns a lookup rather than a map so the caller does not have to know the\n * cache's key shape. An unresolved record answers `undefined` — the cell\n * renders the link with the id until the name lands, which is one render\n * later on a warm cache and one round trip on a cold one.\n */\nexport function useCrmRecordNames(options: {\n  orgId: string | null | undefined\n  /**\n   * The viewing group a contact is named through, or `null` at the\n   * organization level (AGL-2630), where each contact is named through its\n   * own primary holder, resolved from {@link org}.\n   */\n  groupId: string | null\n  org?: Record<string, unknown> | null\n  records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>\n}): (kind: CrmRecordKind, id: string) => string | undefined {\n  const { orgId, groupId, org, records } = options\n  const firestore = useFirestore()\n  // A counter rather than a copy of the cache: the cache is the source of\n  // truth and this only exists to re-render when it grows.\n  const [, setResolved] = useState(0)\n\n  // The pairs as one string, so the effect runs when the SET changes and not\n  // when the caller builds a new array of the same pairs on every render.\n  const wanted = records\n    .map((record) => `${record.kind}:${record.id}`)\n    .filter((entry, index, all) => all.indexOf(entry) === index)\n    .sort()\n    .join('\\n')\n\n  useEffect(() => {\n    if (!orgId || !wanted) return\n    let active = true\n    const reads = startNameReads(\n      firestore,\n      orgId,\n      groupId,\n      org,\n      wanted.split('\\n').map((entry) => {\n        const [kind, id] = entry.split(':') as [CrmRecordKind, string]\n        return { kind, id }\n      }),\n    )\n    if (!reads.length) return\n    void Promise.all(reads).then(() => {\n      if (active) setResolved((count) => count + 1)\n    })\n    return () => {\n      active = false\n    }\n  }, [firestore, orgId, groupId, wanted])\n\n  return useCallback(\n    (kind: CrmRecordKind, id: string) => {\n      if (!orgId) return undefined\n      const hit = nameCache.get(cacheKey(orgId, kind, id))\n      return hit === null ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-record-names.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { contactDisplayName, CRM_COLLECTIONS } from '@aglyn/aglyn'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { doc, type Firestore, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\nexport type CrmRecordKind = 'contact' | 'company' | 'deal'\n\n/** The collection each kind of record lives in, under `orgs/{orgId}/`. */\nexport const CRM_RECORD_COLLECTIONS: Record<CrmRecordKind, string> = {\n  contact: 'contacts',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n}\n\n/**\n * What a record is CALLED, from its document.\n *\n * A contact's name is read through the viewing group's facet, the way the\n * people list reads it, so one business renaming a person does not change\n * what an unrelated business's task list shows; the email, then the phone\n * number, stands in for a contact nobody has named. A company has a name and\n * a deal a title.\n */\nexport function crmRecordName(\n  kind: CrmRecordKind,\n  data: Record<string, unknown> | undefined,\n  groupId: string,\n): string {\n  if (!data) return ''\n  switch (kind) {\n    case 'contact':\n      return (\n        contactDisplayName(data, groupId) || String(data['email'] || data['phone'] || '')\n      )\n    case 'company':\n      return String(data['name'] ?? '')\n    case 'deal':\n      return String(data['title'] ?? '')\n  }\n}\n\n/**\n * Names already read, keyed by `orgId/collection/id`, shared by every\n * mount for the life of the page.\n *\n * A task list names the same handful of records over and over — five tasks\n * about one deal are five rows and one name — and a person moves between the\n * tasks section, a contact's page and the dashboard without the records\n * changing underneath them. `null` records a document that does not exist,\n * so a task pointing at a deleted record costs one read rather than one per\n * render. A rename is picked up on the next page load, which is the right\n * staleness for a label beside a link to the record itself.\n */\nconst nameCache = new Map<string, string | null>()\nconst pending = new Map<string, Promise<void>>()\n\nconst cacheKey = (orgId: string, kind: CrmRecordKind, id: string) =>\n  `${orgId}/${CRM_RECORD_COLLECTIONS[kind]}/${id}`\n\n/** Test seam: forget everything, so a spec's fixtures are what get read. */\nexport function resetCrmRecordNameCache(): void {\n  nameCache.clear()\n  pending.clear()\n}\n\n/**\n * The reads that fill the cache for `records` not already in it — each\n * record read once however many callers ask at the same time.\n */\nfunction startNameReads(\n  firestore: Firestore,\n  orgId: string,\n  groupId: string | null,\n  org: Record<string, unknown> | null | undefined,\n  records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>,\n): Promise<void>[] {\n  const reads: Promise<void>[] = []\n  for (const { kind, id } of records) {\n    if (!id) continue\n    const key = cacheKey(orgId, kind, id)\n    if (nameCache.has(key)) continue\n    let read = pending.get(key)\n    if (!read) {\n      read = getDoc(doc(firestore, 'orgs', orgId, CRM_RECORD_COLLECTIONS[kind], id))\n        .then((snapshot) => {\n          const data = snapshot.exists() ? (snapshot.data() as Record<string, unknown>) : undefined\n          nameCache.set(\n            key,\n            data ? crmRecordName(kind, data, groupId ?? contactPrimaryGroup(data, org).groupId) : null,\n          )\n        })\n        .catch(() => {\n          // A refused or failed read is not cached: the cell keeps showing\n          // the id, and the next mount tries again.\n        })\n        .finally(() => {\n          pending.delete(key)\n        })\n      pending.set(key, read)\n    }\n    reads.push(read)\n  }\n  return reads\n}\n\n/**\n * The names of `records`, read now — for a one-off like a file export,\n * which needs every name at once rather than a listener's re-render\n * (AGL-3521). Shares {@link useCrmRecordNames}' cache, and answers the same\n * lookup: `undefined` for a record that could not be named.\n */\nexport async function readCrmRecordNames(\n  firestore: Firestore,\n  options: {\n    orgId: string\n    groupId: string | null\n    org?: Record<string, unknown> | null\n    records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>\n  },\n): Promise<(kind: CrmRecordKind, id: string) => string | undefined> {\n  const { orgId, groupId, org, records } = options\n  await Promise.all(startNameReads(firestore, orgId, groupId, org, records))\n  return (kind, id) => nameCache.get(cacheKey(orgId, kind, id)) ?? undefined\n}\n\n/**\n * The names of the records a list of tasks points at, resolved once each.\n *\n * Returns a lookup rather than a map so the caller does not have to know the\n * cache's key shape. An unresolved record answers `undefined` — the cell\n * renders the link with the id until the name lands, which is one render\n * later on a warm cache and one round trip on a cold one.\n */\nexport function useCrmRecordNames(options: {\n  orgId: string | null | undefined\n  /**\n   * The viewing group a contact is named through, or `null` at the\n   * organization level (AGL-2630), where each contact is named through its\n   * own primary holder, resolved from {@link org}.\n   */\n  groupId: string | null\n  org?: Record<string, unknown> | null\n  records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>\n}): (kind: CrmRecordKind, id: string) => string | undefined {\n  const { orgId, groupId, org, records } = options\n  const firestore = useFirestore()\n  // A counter rather than a copy of the cache: the cache is the source of\n  // truth and this only exists to re-render when it grows.\n  const [, setResolved] = useState(0)\n\n  // The pairs as one string, so the effect runs when the SET changes and not\n  // when the caller builds a new array of the same pairs on every render.\n  const wanted = records\n    .map((record) => `${record.kind}:${record.id}`)\n    .filter((entry, index, all) => all.indexOf(entry) === index)\n    .sort()\n    .join('\\n')\n\n  useEffect(() => {\n    if (!orgId || !wanted) return\n    let active = true\n    const reads = startNameReads(\n      firestore,\n      orgId,\n      groupId,\n      org,\n      wanted.split('\\n').map((entry) => {\n        const [kind, id] = entry.split(':') as [CrmRecordKind, string]\n        return { kind, id }\n      }),\n    )\n    if (!reads.length) return\n    void Promise.all(reads).then(() => {\n      if (active) setResolved((count) => count + 1)\n    })\n    return () => {\n      active = false\n    }\n  }, [firestore, orgId, groupId, wanted])\n\n  return useCallback(\n    (kind: CrmRecordKind, id: string) => {\n      if (!orgId) return undefined\n      const hit = nameCache.get(cacheKey(orgId, kind, id))\n      return hit === null ? undefined : hit\n    },\n    [orgId],\n  )\n}\n"],"names":["contactDisplayName","CRM_COLLECTIONS","useFirestore","doc","getDoc","useCallback","useEffect","useState","contactPrimaryGroup","CRM_RECORD_COLLECTIONS","contact","company","companies","deal","deals","crmRecordName","kind","data","groupId","String","nameCache","Map","pending","cacheKey","orgId","id","resetCrmRecordNameCache","clear","startNameReads","firestore","org","records","reads","key","has","read","get","then","snapshot","exists","undefined","set","catch","finally","delete","push","readCrmRecordNames","options","Promise","all","useCrmRecordNames","setResolved","wanted","map","record","filter","entry","index","indexOf","sort","join","active","split","length","count","hit"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,kBAAkB,EAAEC,eAAe,QAAQ,eAAc;AAClE,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,GAAG,EAAkBC,MAAM,QAAQ,qBAAoB;AAChE,SAASC,WAAW,EAAEC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AACxD,SAASC,mBAAmB,QAAQ,6BAAyB;AAI7D,wEAAwE,GACxE,OAAO,MAAMC,yBAAwD;IACnEC,SAAS;IACTC,SAASV,gBAAgBW,SAAS;IAClCC,MAAMZ,gBAAgBa,KAAK;AAC7B,EAAC;AAED;;;;;;;;CAQC,GACD,OAAO,SAASC,cACdC,IAAmB,EACnBC,IAAyC,EACzCC,OAAe;IAEf,IAAI,CAACD,MAAM,OAAO;IAClB,OAAQD;QACN,KAAK;YACH,OACEhB,mBAAmBiB,MAAMC,YAAYC,OAAOF,IAAI,CAAC,QAAQ,IAAIA,IAAI,CAAC,QAAQ,IAAI;QAElF,KAAK;gBACWA;YAAd,OAAOE,QAAOF,aAAAA,IAAI,CAAC,OAAO,YAAZA,aAAgB;QAChC,KAAK;gBACWA;YAAd,OAAOE,QAAOF,cAAAA,IAAI,CAAC,QAAQ,YAAbA,cAAiB;IACnC;AACF;AAEA;;;;;;;;;;;CAWC,GACD,MAAMG,YAAY,IAAIC;AACtB,MAAMC,UAAU,IAAID;AAEpB,MAAME,WAAW,CAACC,OAAeR,MAAqBS,KACpD,GAAGD,MAAM,CAAC,EAAEf,sBAAsB,CAACO,KAAK,CAAC,CAAC,EAAES,IAAI;AAElD,0EAA0E,GAC1E,OAAO,SAASC;IACdN,UAAUO,KAAK;IACfL,QAAQK,KAAK;AACf;AAEA;;;CAGC,GACD,SAASC,eACPC,SAAoB,EACpBL,KAAa,EACbN,OAAsB,EACtBY,GAA+C,EAC/CC,OAA2D;IAE3D,MAAMC,QAAyB,EAAE;IACjC,KAAK,MAAM,EAAEhB,IAAI,EAAES,EAAE,EAAE,IAAIM,QAAS;QAClC,IAAI,CAACN,IAAI;QACT,MAAMQ,MAAMV,SAASC,OAAOR,MAAMS;QAClC,IAAIL,UAAUc,GAAG,CAACD,MAAM;QACxB,IAAIE,OAAOb,QAAQc,GAAG,CAACH;QACvB,IAAI,CAACE,MAAM;YACTA,OAAO/B,OAAOD,IAAI0B,WAAW,QAAQL,OAAOf,sBAAsB,CAACO,KAAK,EAAES,KACvEY,IAAI,CAAC,CAACC;gBACL,MAAMrB,OAAOqB,SAASC,MAAM,KAAMD,SAASrB,IAAI,KAAiCuB;gBAChFpB,UAAUqB,GAAG,CACXR,KACAhB,OAAOF,cAAcC,MAAMC,MAAMC,kBAAAA,UAAWV,oBAAoBS,MAAMa,KAAKZ,OAAO,IAAI;YAE1F,GACCwB,KAAK,CAAC;YACL,iEAAiE;YACjE,0CAA0C;YAC5C,GACCC,OAAO,CAAC;gBACPrB,QAAQsB,MAAM,CAACX;YACjB;YACFX,QAAQmB,GAAG,CAACR,KAAKE;QACnB;QACAH,MAAMa,IAAI,CAACV;IACb;IACA,OAAOH;AACT;AAEA;;;;;CAKC,GACD,OAAO,eAAec,mBACpBjB,SAAoB,EACpBkB,OAKC;IAED,MAAM,EAAEvB,KAAK,EAAEN,OAAO,EAAEY,GAAG,EAAEC,OAAO,EAAE,GAAGgB;IACzC,MAAMC,QAAQC,GAAG,CAACrB,eAAeC,WAAWL,OAAON,SAASY,KAAKC;IACjE,OAAO,CAACf,MAAMS;YAAOL;gBAAAA,iBAAAA,UAAUgB,GAAG,CAACb,SAASC,OAAOR,MAAMS,gBAApCL,iBAA4CoB;;AACnE;AAEA;;;;;;;CAOC,GACD,OAAO,SAASU,kBAAkBH,OAUjC;IACC,MAAM,EAAEvB,KAAK,EAAEN,OAAO,EAAEY,GAAG,EAAEC,OAAO,EAAE,GAAGgB;IACzC,MAAMlB,YAAY3B;IAClB,wEAAwE;IACxE,yDAAyD;IACzD,MAAM,GAAGiD,YAAY,GAAG5C,SAAS;IAEjC,2EAA2E;IAC3E,wEAAwE;IACxE,MAAM6C,SAASrB,QACZsB,GAAG,CAAC,CAACC,SAAW,GAAGA,OAAOtC,IAAI,CAAC,CAAC,EAAEsC,OAAO7B,EAAE,EAAE,EAC7C8B,MAAM,CAAC,CAACC,OAAOC,OAAOR,MAAQA,IAAIS,OAAO,CAACF,WAAWC,OACrDE,IAAI,GACJC,IAAI,CAAC;IAERtD,UAAU;QACR,IAAI,CAACkB,SAAS,CAAC4B,QAAQ;QACvB,IAAIS,SAAS;QACb,MAAM7B,QAAQJ,eACZC,WACAL,OACAN,SACAY,KACAsB,OAAOU,KAAK,CAAC,MAAMT,GAAG,CAAC,CAACG;YACtB,MAAM,CAACxC,MAAMS,GAAG,GAAG+B,MAAMM,KAAK,CAAC;YAC/B,OAAO;gBAAE9C;gBAAMS;YAAG;QACpB;QAEF,IAAI,CAACO,MAAM+B,MAAM,EAAE;QACnB,KAAKf,QAAQC,GAAG,CAACjB,OAAOK,IAAI,CAAC;YAC3B,IAAIwB,QAAQV,YAAY,CAACa,QAAUA,QAAQ;QAC7C;QACA,OAAO;YACLH,SAAS;QACX;IACF,GAAG;QAAChC;QAAWL;QAAON;QAASkC;KAAO;IAEtC,OAAO/C,YACL,CAACW,MAAqBS;QACpB,IAAI,CAACD,OAAO,OAAOgB;QACnB,MAAMyB,MAAM7C,UAAUgB,GAAG,CAACb,SAASC,OAAOR,MAAMS;QAChD,OAAOwC,QAAQ,OAAOzB,YAAYyB;IACpC,GACA;QAACzC;KAAM;AAEX"}

package/src/lib/hooks/use-crm-scope.d.ts

@@ -47,16 +47,28 @@ export interface CrmScope {
      */
     visibleTo: readonly ScopeToken[] | null;
     /**
-     * The site a record this viewer CREATES is captured by: the mounted site,
-     * or at the org level the site the reader picked (`null` until they
-     * have). A create must hold until this is known — the tokens below are
-     * empty without it, and a record stamped with none is visible to nobody.
+     * The site a record this viewer CREATES came from: the mounted site, or at
+     * the org level the site the reader picked — `null` when they picked none.
      */
     createHostId: string | null;
     /** The consent group of {@link createHostId} — what a create records consent for. */
     createGroup: ConsentGroup | null;
-    /** What a record this viewer CREATES is stamped with; empty until {@link createHostId} is known. */
+    /**
+     * What a record this viewer CREATES is stamped with. With a site, what
+     * `crmScopeTokens` says for it; with none, the whole org when the org's
+     * records belong to every site, and EMPTY when the org keeps its sites
+     * apart (or its document has not loaded) — there a record must come from
+     * a site, and a create holds until one is picked, because a record stamped
+     * with no tokens is visible to nobody.
+     */
     createTokens: readonly ScopeToken[];
+    /**
+     * Whether a create must name a site: true when the org keeps each site's
+     * records apart, where the site decides who may see the record. False when
+     * every record belongs to the whole org, where a site is only the source it
+     * came from and may be left empty.
+     */
+    createNeedsSite: boolean;
 }
 /**
  * The scope facts every CRM surface needs, resolved once (AGL-2597, one

package/src/lib/hooks/use-crm-scope.js

@@ -14,12 +14,15 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ 'use client';
-import { consentGroupForHost, crmReadTokens, crmScopeTokens, soloConsentGroup } from "@aglyn/aglyn";
+import { consentGroupForHost, crmDefaultScopeOf, crmReadTokens, crmScopeTokens, ORG_SCOPE_TOKEN, soloConsentGroup } from "@aglyn/aglyn";
 import { useOrgDataScope, useScopeTokens } from "@aglyn/tenant-feature-instance";
 import { where } from "firebase/firestore";
 import { useMemo } from "react";
 import { useCrmOrgMount } from "./use-crm-org-mount.js";
 const NO_TOKENS = Object.freeze([]);
+const ORG_TOKENS = Object.freeze([
+    ORG_SCOPE_TOKEN
+]);
 /**
  * The scope facts every CRM surface needs, resolved once (AGL-2597, one
  * hook since AGL-2614, two levels since AGL-2630).
@@ -109,9 +112,11 @@ const NO_TOKENS = Object.freeze([]);
         org,
         createHostId
     ]);
-    const createTokens = useMemo(()=>createGroup ? crmScopeTokens(org, createGroup) : NO_TOKENS, [
+    const sharesWithEverySite = crmDefaultScopeOf(org) === 'org';
+    const createTokens = useMemo(()=>createGroup ? crmScopeTokens(org, createGroup) : sharesWithEverySite ? ORG_TOKENS : NO_TOKENS, [
         org,
-        createGroup
+        createGroup,
+        sharesWithEverySite
     ]);
     return useMemo(()=>({
             scope,
@@ -123,7 +128,8 @@ const NO_TOKENS = Object.freeze([]);
             visibleTo,
             createHostId,
             createGroup,
-            createTokens
+            createTokens,
+            createNeedsSite: !sharesWithEverySite
         }), [
         scope,
         orgId,
@@ -134,7 +140,8 @@ const NO_TOKENS = Object.freeze([]);
         visibleTo,
         createHostId,
         createGroup,
-        createTokens
+        createTokens,
+        sharesWithEverySite
     ]);
 }
 /**

package/src/lib/hooks/use-crm-scope.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-scope.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsentGroup,\n  type ConsolePluginPageProps,\n  consentGroupForHost,\n  crmReadTokens,\n  crmScopeTokens,\n  type ScopeToken,\n  soloConsentGroup,\n} from '@aglyn/aglyn'\nimport { useOrgDataScope, useScopeTokens } from '@aglyn/tenant-feature-instance'\nimport { type QueryConstraint, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useCrmOrgMount } from './use-crm-org-mount'\n\n/**\n * The org document as a CRM surface receives it: the shell's typed billing\n * projection on a page, or the plain record a card was handed. Read as a\n * record at the one seam below, so no component casts it itself.\n */\nexport type CrmOrgDoc =\n  | ConsolePluginPageProps['org']\n  | Record<string, unknown>\n  | null\n  | undefined\n\n/** Where a CRM surface is mounted: under one site, or over the whole org. */\nexport type CrmScopeLevel = 'site' | 'org'\n\nexport interface CrmScope {\n  /** The org data root, or `null` until the org lookup settles or when there is none. */\n  scope: readonly ['orgs', string] | null\n  /** The owning org, or null while the lookup runs or when there is none. */\n  orgId: string | null\n  /** Whether the org lookup has settled — `orgId` null after this means no org. */\n  ready: boolean\n  /** Under a site, or at the organization level (AGL-2630). */\n  level: CrmScopeLevel\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  /**\n   * The controller this surface is being viewed as, or `null` at the org\n   * level, where there is no one viewing site: a cross-holder reader\n   * resolves each contact's own facet instead (`contactPrimaryGroup`).\n   */\n  consentGroup: ConsentGroup | null\n  /**\n   * What this viewer may LIST — every listener's `array-contains-any`\n   * predicate, capped at what the operator accepts — or `null` at the org\n   * level, where an org-wide member's listeners carry NO scope clause: the\n   * rules' `canReadScoped()` short-circuits on `isOrgWideMember()`, so the\n   * clause would only ever narrow what the reader is already allowed. Hand\n   * it to {@link crmVisibleToClause}, which spells both cases. Stable across\n   * renders for the same org and site, so it can sit in a query's\n   * dependency list.\n   *\n   * On a site in a declared consent group, a member who reaches only SOME of\n   * its sites lists with the group's tokens narrowed to their own (AGL-3320):\n   * the rules admit a row by `visibleTo.hasAny(memberTokens)`, so a query\n   * naming a sibling the member cannot reach is one they cannot prove for a\n   * row stamped with that sibling alone, and Firestore refuses the whole\n   * list. Until the member's reach has loaded it is the SITE's own tokens,\n   * which everybody who can open this site's CRM holds — never the group's,\n   * which would be exactly that refused query, and never empty, which\n   * Firestore refuses to build at all.\n   */\n  visibleTo: readonly ScopeToken[] | null\n  /**\n   * The site a record this viewer CREATES is captured by: the mounted site,\n   * or at the org level the site the reader picked (`null` until they\n   * have). A create must hold until this is known — the tokens below are\n   * empty without it, and a record stamped with none is visible to nobody.\n   */\n  createHostId: string | null\n  /** The consent group of {@link createHostId} — what a create records consent for. */\n  createGroup: ConsentGroup | null\n  /** What a record this viewer CREATES is stamped with; empty until {@link createHostId} is known. */\n  createTokens: readonly ScopeToken[]\n}\n\nconst NO_TOKENS: readonly ScopeToken[] = Object.freeze([])\n\n/**\n * The scope facts every CRM surface needs, resolved once (AGL-2597, one\n * hook since AGL-2614, two levels since AGL-2630).\n *\n * A CRM surface — a list, a record page, a drawer, a card on somebody\n * else's page — resolves its consent group, builds the token list its\n * listener filters on, builds the tokens a create stamps, and looks up the\n * org root. Every section needs the same answers, and for a while the deals\n * had a hook of their own that answered them under different names\n * (`readTokens` for `visibleTo`), which is two chances to filter by one set\n * of tokens and stamp with another. This is the one place the expression\n * lives: a surface that spelled its own could omit the `'org'` token and\n * stop listing the org-wide records the rules would have let it read.\n *\n * ## Two levels, one call\n *\n * Under a site, `hostId` names it and everything follows from the org\n * document and that id, as it always has. At the ORGANIZATION level the\n * hub hands every surface `hostId: null`, and the org comes from the mount\n * the hub published (`useCrmOrgMount`): the org root is known at once,\n * reads are unscoped, and the site a create stamps from is the one the\n * reader picked. A surface written against `{ scope, visibleTo,\n * createTokens }` serves both levels without knowing which it is on — the\n * two differences it cannot ignore are that `visibleTo` and `consentGroup`\n * are `null` at the org level, and both are typed to say so.\n *\n * `visibleTo` and `createTokens` are different questions with different\n * answers. The first is the union of everything this viewer may see; the\n * second is where a new record lands, which `crmScopeTokens` decides from\n * the org's default and is narrower — a group of one site creates for that\n * site, and reads the org-wide rows beside its own.\n *\n * Pure over the org document the shell already passed, so it costs no read;\n * only the org lookup behind `useOrgDataScope` is asynchronous, and `ready`\n * is how a surface tells \"not yet\" from \"no org\".\n */\nexport function useCrmScope(props: {\n  hostId: string | null | undefined\n  org?: CrmOrgDoc\n}): CrmScope {\n  const hostId = props.hostId || null\n  const org = (props.org ?? null) as Record<string, unknown> | null\n  const mount = useCrmOrgMount()\n  // Under a site the org is looked up from the host index; at the org level\n  // it is the mount's, known at once. A `null` host with no mount is a\n  // surface mounted nowhere, and resolves to no org rather than guessing.\n  const { scope, orgId, ready } = useOrgDataScope(\n    hostId ? { hostId } : { orgId: mount?.orgId },\n  )\n  const level: CrmScopeLevel = hostId ? 'site' : 'org'\n  const consentGroup = useMemo(\n    () => (hostId ? consentGroupForHost(org, hostId) : null),\n    [org, hostId],\n  )\n  /*\n   * WHO IS READING, for a site that shares a consent group (AGL-3320).\n   *\n   * A site alone reads `['org', 'host:{id}']`, and every member who can open\n   * that site's CRM holds both — so the member's own tokens could only ever\n   * return the same list, and the read is skipped: `useScopeTokens` opens\n   * nothing for an undefined org. A DECLARED group's tokens name its other\n   * sites too, and a collaborator invited to one of them does not hold the\n   * rest.\n   */\n  const readsSiblings = consentGroup?.declared === true\n  const reach = useScopeTokens(readsSiblings && orgId ? orgId : undefined)\n  const visibleTo = useMemo(() => {\n    if (!consentGroup) return null\n    const tokens = crmReadTokens(consentGroup)\n    if (!readsSiblings) return tokens\n    // The site's own, until the reader's reach answers: provable for anybody\n    // on this site, and an org-wide reader's list widens when it does.\n    if (!orgId || !reach.loaded) {\n      return crmReadTokens(soloConsentGroup(consentGroup.hostId))\n    }\n    if (reach.orgWide) return tokens\n    const held = new Set<string>(reach.tokens)\n    return tokens.filter((token) => held.has(token))\n  }, [consentGroup, readsSiblings, orgId, reach.loaded, reach.orgWide, reach.tokens])\n  const createHostId = hostId ?? mount?.createHostId ?? null\n  const createGroup = useMemo(\n    () => (createHostId ? consentGroupForHost(org, createHostId) : null),\n    [org, createHostId],\n  )\n  const createTokens = useMemo(\n    () => (createGroup ? crmScopeTokens(org, createGroup) : NO_TOKENS),\n    [org, createGroup],\n  )\n  return useMemo(\n    () => ({\n      scope,\n      orgId,\n      ready,\n      level,\n      hostId,\n      consentGroup,\n      visibleTo,\n      createHostId,\n      createGroup,\n      createTokens,\n    }),\n    [\n      scope,\n      orgId,\n      ready,\n      level,\n      hostId,\n      consentGroup,\n      visibleTo,\n      createHostId,\n      createGroup,\n      createTokens,\n    ],\n  )\n}\n\n/**\n * The scope clause a CRM listener carries, spelled once for both levels\n * (AGL-2630).\n *\n * Under a site: `where('visibleTo', 'array-contains-any', tokens)`, the\n * predicate the rules evaluate with `hasAny`, which is what makes a\n * filtered query provable per document. At the org level: NOTHING — the\n * reader is an org-wide member, the rules admit them to every row, and a\n * query that kept the clause would need the org's whole site list on it\n * and still miss a site the list did not carry. Spread into the query, so\n * the two cases are one line at every listener: `...crmVisibleToClause(\n * scope.visibleTo)`.\n *\n * A query that drops an `array-contains-any` may need a composite index\n * the scoped form did not: the equality and range clauses beside it stay,\n * and Firestore composes them on their own. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-scope.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsentGroup,\n  type ConsolePluginPageProps,\n  consentGroupForHost,\n  crmDefaultScopeOf,\n  crmReadTokens,\n  crmScopeTokens,\n  ORG_SCOPE_TOKEN,\n  type ScopeToken,\n  soloConsentGroup,\n} from '@aglyn/aglyn'\nimport { useOrgDataScope, useScopeTokens } from '@aglyn/tenant-feature-instance'\nimport { type QueryConstraint, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useCrmOrgMount } from './use-crm-org-mount'\n\n/**\n * The org document as a CRM surface receives it: the shell's typed billing\n * projection on a page, or the plain record a card was handed. Read as a\n * record at the one seam below, so no component casts it itself.\n */\nexport type CrmOrgDoc =\n  | ConsolePluginPageProps['org']\n  | Record<string, unknown>\n  | null\n  | undefined\n\n/** Where a CRM surface is mounted: under one site, or over the whole org. */\nexport type CrmScopeLevel = 'site' | 'org'\n\nexport interface CrmScope {\n  /** The org data root, or `null` until the org lookup settles or when there is none. */\n  scope: readonly ['orgs', string] | null\n  /** The owning org, or null while the lookup runs or when there is none. */\n  orgId: string | null\n  /** Whether the org lookup has settled — `orgId` null after this means no org. */\n  ready: boolean\n  /** Under a site, or at the organization level (AGL-2630). */\n  level: CrmScopeLevel\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  /**\n   * The controller this surface is being viewed as, or `null` at the org\n   * level, where there is no one viewing site: a cross-holder reader\n   * resolves each contact's own facet instead (`contactPrimaryGroup`).\n   */\n  consentGroup: ConsentGroup | null\n  /**\n   * What this viewer may LIST — every listener's `array-contains-any`\n   * predicate, capped at what the operator accepts — or `null` at the org\n   * level, where an org-wide member's listeners carry NO scope clause: the\n   * rules' `canReadScoped()` short-circuits on `isOrgWideMember()`, so the\n   * clause would only ever narrow what the reader is already allowed. Hand\n   * it to {@link crmVisibleToClause}, which spells both cases. Stable across\n   * renders for the same org and site, so it can sit in a query's\n   * dependency list.\n   *\n   * On a site in a declared consent group, a member who reaches only SOME of\n   * its sites lists with the group's tokens narrowed to their own (AGL-3320):\n   * the rules admit a row by `visibleTo.hasAny(memberTokens)`, so a query\n   * naming a sibling the member cannot reach is one they cannot prove for a\n   * row stamped with that sibling alone, and Firestore refuses the whole\n   * list. Until the member's reach has loaded it is the SITE's own tokens,\n   * which everybody who can open this site's CRM holds — never the group's,\n   * which would be exactly that refused query, and never empty, which\n   * Firestore refuses to build at all.\n   */\n  visibleTo: readonly ScopeToken[] | null\n  /**\n   * The site a record this viewer CREATES came from: the mounted site, or at\n   * the org level the site the reader picked — `null` when they picked none.\n   */\n  createHostId: string | null\n  /** The consent group of {@link createHostId} — what a create records consent for. */\n  createGroup: ConsentGroup | null\n  /**\n   * What a record this viewer CREATES is stamped with. With a site, what\n   * `crmScopeTokens` says for it; with none, the whole org when the org's\n   * records belong to every site, and EMPTY when the org keeps its sites\n   * apart (or its document has not loaded) — there a record must come from\n   * a site, and a create holds until one is picked, because a record stamped\n   * with no tokens is visible to nobody.\n   */\n  createTokens: readonly ScopeToken[]\n  /**\n   * Whether a create must name a site: true when the org keeps each site's\n   * records apart, where the site decides who may see the record. False when\n   * every record belongs to the whole org, where a site is only the source it\n   * came from and may be left empty.\n   */\n  createNeedsSite: boolean\n}\n\nconst NO_TOKENS: readonly ScopeToken[] = Object.freeze([])\nconst ORG_TOKENS: readonly ScopeToken[] = Object.freeze([ORG_SCOPE_TOKEN])\n\n/**\n * The scope facts every CRM surface needs, resolved once (AGL-2597, one\n * hook since AGL-2614, two levels since AGL-2630).\n *\n * A CRM surface — a list, a record page, a drawer, a card on somebody\n * else's page — resolves its consent group, builds the token list its\n * listener filters on, builds the tokens a create stamps, and looks up the\n * org root. Every section needs the same answers, and for a while the deals\n * had a hook of their own that answered them under different names\n * (`readTokens` for `visibleTo`), which is two chances to filter by one set\n * of tokens and stamp with another. This is the one place the expression\n * lives: a surface that spelled its own could omit the `'org'` token and\n * stop listing the org-wide records the rules would have let it read.\n *\n * ## Two levels, one call\n *\n * Under a site, `hostId` names it and everything follows from the org\n * document and that id, as it always has. At the ORGANIZATION level the\n * hub hands every surface `hostId: null`, and the org comes from the mount\n * the hub published (`useCrmOrgMount`): the org root is known at once,\n * reads are unscoped, and the site a create stamps from is the one the\n * reader picked. A surface written against `{ scope, visibleTo,\n * createTokens }` serves both levels without knowing which it is on — the\n * two differences it cannot ignore are that `visibleTo` and `consentGroup`\n * are `null` at the org level, and both are typed to say so.\n *\n * `visibleTo` and `createTokens` are different questions with different\n * answers. The first is the union of everything this viewer may see; the\n * second is where a new record lands, which `crmScopeTokens` decides from\n * the org's default and is narrower — a group of one site creates for that\n * site, and reads the org-wide rows beside its own.\n *\n * Pure over the org document the shell already passed, so it costs no read;\n * only the org lookup behind `useOrgDataScope` is asynchronous, and `ready`\n * is how a surface tells \"not yet\" from \"no org\".\n */\nexport function useCrmScope(props: {\n  hostId: string | null | undefined\n  org?: CrmOrgDoc\n}): CrmScope {\n  const hostId = props.hostId || null\n  const org = (props.org ?? null) as Record<string, unknown> | null\n  const mount = useCrmOrgMount()\n  // Under a site the org is looked up from the host index; at the org level\n  // it is the mount's, known at once. A `null` host with no mount is a\n  // surface mounted nowhere, and resolves to no org rather than guessing.\n  const { scope, orgId, ready } = useOrgDataScope(\n    hostId ? { hostId } : { orgId: mount?.orgId },\n  )\n  const level: CrmScopeLevel = hostId ? 'site' : 'org'\n  const consentGroup = useMemo(\n    () => (hostId ? consentGroupForHost(org, hostId) : null),\n    [org, hostId],\n  )\n  /*\n   * WHO IS READING, for a site that shares a consent group (AGL-3320).\n   *\n   * A site alone reads `['org', 'host:{id}']`, and every member who can open\n   * that site's CRM holds both — so the member's own tokens could only ever\n   * return the same list, and the read is skipped: `useScopeTokens` opens\n   * nothing for an undefined org. A DECLARED group's tokens name its other\n   * sites too, and a collaborator invited to one of them does not hold the\n   * rest.\n   */\n  const readsSiblings = consentGroup?.declared === true\n  const reach = useScopeTokens(readsSiblings && orgId ? orgId : undefined)\n  const visibleTo = useMemo(() => {\n    if (!consentGroup) return null\n    const tokens = crmReadTokens(consentGroup)\n    if (!readsSiblings) return tokens\n    // The site's own, until the reader's reach answers: provable for anybody\n    // on this site, and an org-wide reader's list widens when it does.\n    if (!orgId || !reach.loaded) {\n      return crmReadTokens(soloConsentGroup(consentGroup.hostId))\n    }\n    if (reach.orgWide) return tokens\n    const held = new Set<string>(reach.tokens)\n    return tokens.filter((token) => held.has(token))\n  }, [consentGroup, readsSiblings, orgId, reach.loaded, reach.orgWide, reach.tokens])\n  const createHostId = hostId ?? mount?.createHostId ?? null\n  const createGroup = useMemo(\n    () => (createHostId ? consentGroupForHost(org, createHostId) : null),\n    [org, createHostId],\n  )\n  const sharesWithEverySite = crmDefaultScopeOf(org) === 'org'\n  const createTokens = useMemo(\n    () =>\n      createGroup\n        ? crmScopeTokens(org, createGroup)\n        : sharesWithEverySite\n          ? ORG_TOKENS\n          : NO_TOKENS,\n    [org, createGroup, sharesWithEverySite],\n  )\n  return useMemo(\n    () => ({\n      scope,\n      orgId,\n      ready,\n      level,\n      hostId,\n      consentGroup,\n      visibleTo,\n      createHostId,\n      createGroup,\n      createTokens,\n      createNeedsSite: !sharesWithEverySite,\n    }),\n    [\n      scope,\n      orgId,\n      ready,\n      level,\n      hostId,\n      consentGroup,\n      visibleTo,\n      createHostId,\n      createGroup,\n      createTokens,\n      sharesWithEverySite,\n    ],\n  )\n}\n\n/**\n * The scope clause a CRM listener carries, spelled once for both levels\n * (AGL-2630).\n *\n * Under a site: `where('visibleTo', 'array-contains-any', tokens)`, the\n * predicate the rules evaluate with `hasAny`, which is what makes a\n * filtered query provable per document. At the org level: NOTHING — the\n * reader is an org-wide member, the rules admit them to every row, and a\n * query that kept the clause would need the org's whole site list on it\n * and still miss a site the list did not carry. Spread into the query, so\n * the two cases are one line at every listener: `...crmVisibleToClause(\n * scope.visibleTo)`.\n *\n * A query that drops an `array-contains-any` may need a composite index\n * the scoped form did not: the equality and range clauses beside it stay,\n * and Firestore composes them on their own. The org-level entries live in\n * `cloud/firebase-firestore.indexes.json` beside their scoped twins.\n */\nexport function crmVisibleToClause(\n  visibleTo: readonly ScopeToken[] | readonly string[] | null | undefined,\n): QueryConstraint[] {\n  if (!visibleTo) return []\n  return [where('visibleTo', 'array-contains-any', [...visibleTo])]\n}\n\n/**\n * Whether a listener that filters on `visibleTo` has anything to ask for:\n * `true` at the org level (no clause is a complete question), and under a\n * site only when the token list is non-empty — an `array-contains-any`\n * over nothing is a query Firestore refuses.\n */\nexport function crmScopeListable(\n  visibleTo: readonly ScopeToken[] | readonly string[] | null | undefined,\n): boolean {\n  return visibleTo === null || visibleTo === undefined || visibleTo.length > 0\n}\n\nexport default useCrmScope\n"],"names":["consentGroupForHost","crmDefaultScopeOf","crmReadTokens","crmScopeTokens","ORG_SCOPE_TOKEN","soloConsentGroup","useOrgDataScope","useScopeTokens","where","useMemo","useCrmOrgMount","NO_TOKENS","Object","freeze","ORG_TOKENS","useCrmScope","props","hostId","org","mount","scope","orgId","ready","level","consentGroup","readsSiblings","declared","reach","undefined","visibleTo","tokens","loaded","orgWide","held","Set","filter","token","has","createHostId","createGroup","sharesWithEverySite","createTokens","createNeedsSite","crmVisibleToClause","crmScopeListable","length"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SAGEA,mBAAmB,EACnBC,iBAAiB,EACjBC,aAAa,EACbC,cAAc,EACdC,eAAe,EAEfC,gBAAgB,QACX,eAAc;AACrB,SAASC,eAAe,EAAEC,cAAc,QAAQ,iCAAgC;AAChF,SAA+BC,KAAK,QAAQ,qBAAoB;AAChE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,cAAc,QAAQ,yBAAqB;AA+EpD,MAAMC,YAAmCC,OAAOC,MAAM,CAAC,EAAE;AACzD,MAAMC,aAAoCF,OAAOC,MAAM,CAAC;IAACT;CAAgB;AAEzE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASW,YAAYC,KAG3B;QAEcA,YAsCQC;IAvCrB,MAAMA,SAASD,MAAMC,MAAM,IAAI;IAC/B,MAAMC,OAAOF,aAAAA,MAAME,GAAG,YAATF,aAAa;IAC1B,MAAMG,QAAQT;IACd,0EAA0E;IAC1E,qEAAqE;IACrE,wEAAwE;IACxE,MAAM,EAAEU,KAAK,EAAEC,KAAK,EAAEC,KAAK,EAAE,GAAGhB,gBAC9BW,SAAS;QAAEA;IAAO,IAAI;QAAEI,KAAK,EAAEF,yBAAAA,MAAOE,KAAK;IAAC;IAE9C,MAAME,QAAuBN,SAAS,SAAS;IAC/C,MAAMO,eAAef,QACnB,IAAOQ,SAASjB,oBAAoBkB,KAAKD,UAAU,MACnD;QAACC;QAAKD;KAAO;IAEf;;;;;;;;;GASC,GACD,MAAMQ,gBAAgBD,CAAAA,gCAAAA,aAAcE,QAAQ,MAAK;IACjD,MAAMC,QAAQpB,eAAekB,iBAAiBJ,QAAQA,QAAQO;IAC9D,MAAMC,YAAYpB,QAAQ;QACxB,IAAI,CAACe,cAAc,OAAO;QAC1B,MAAMM,SAAS5B,cAAcsB;QAC7B,IAAI,CAACC,eAAe,OAAOK;QAC3B,yEAAyE;QACzE,mEAAmE;QACnE,IAAI,CAACT,SAAS,CAACM,MAAMI,MAAM,EAAE;YAC3B,OAAO7B,cAAcG,iBAAiBmB,aAAaP,MAAM;QAC3D;QACA,IAAIU,MAAMK,OAAO,EAAE,OAAOF;QAC1B,MAAMG,OAAO,IAAIC,IAAYP,MAAMG,MAAM;QACzC,OAAOA,OAAOK,MAAM,CAAC,CAACC,QAAUH,KAAKI,GAAG,CAACD;IAC3C,GAAG;QAACZ;QAAcC;QAAeJ;QAAOM,MAAMI,MAAM;QAAEJ,MAAMK,OAAO;QAAEL,MAAMG,MAAM;KAAC;IAClF,MAAMQ,gBAAerB,OAAAA,iBAAAA,SAAUE,yBAAAA,MAAOmB,YAAY,YAA7BrB,OAAiC;IACtD,MAAMsB,cAAc9B,QAClB,IAAO6B,eAAetC,oBAAoBkB,KAAKoB,gBAAgB,MAC/D;QAACpB;QAAKoB;KAAa;IAErB,MAAME,sBAAsBvC,kBAAkBiB,SAAS;IACvD,MAAMuB,eAAehC,QACnB,IACE8B,cACIpC,eAAee,KAAKqB,eACpBC,sBACE1B,aACAH,WACR;QAACO;QAAKqB;QAAaC;KAAoB;IAEzC,OAAO/B,QACL,IAAO,CAAA;YACLW;YACAC;YACAC;YACAC;YACAN;YACAO;YACAK;YACAS;YACAC;YACAE;YACAC,iBAAiB,CAACF;QACpB,CAAA,GACA;QACEpB;QACAC;QACAC;QACAC;QACAN;QACAO;QACAK;QACAS;QACAC;QACAE;QACAD;KACD;AAEL;AAEA;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,SAASG,mBACdd,SAAuE;IAEvE,IAAI,CAACA,WAAW,OAAO,EAAE;IACzB,OAAO;QAACrB,MAAM,aAAa,sBAAsB;eAAIqB;SAAU;KAAE;AACnE;AAEA;;;;;CAKC,GACD,OAAO,SAASe,iBACdf,SAAuE;IAEvE,OAAOA,cAAc,QAAQA,cAAcD,aAAaC,UAAUgB,MAAM,GAAG;AAC7E;AAEA,eAAe9B,YAAW"}

package/src/lib/model/contact-holder.d.ts

@@ -28,6 +28,14 @@ import { type ConsentGroup } from '@aglyn/aglyn/app-utils/consent-groups';
  * empty string.
  */
 export declare const NO_HOLDER_GROUP: ConsentGroup;
+/**
+ * The holder of a person the organization added itself, with no site behind
+ * them (AGL-4122). Like {@link NO_HOLDER_GROUP} it names no site, so `hostId`
+ * is empty and a surface asking "is there a site here at all" gets the same
+ * answer. Unlike it, it names a facet, so the record has a profile to show and
+ * an edit has somewhere to go.
+ */
+export declare const ORG_HOLDER_GROUP: ConsentGroup;
 /**
  * The group a LEAD is read and acted on through (AGL-3278).
  *
@@ -59,6 +67,10 @@ export declare function leadPrimaryGroup(lead: Record<string, unknown> | null |
  * facet yet (the facet is written on the first edit). A row nobody captured
  * and nobody wrote a facet for reads through {@link NO_HOLDER_GROUP}.
  *
+ * A person the organization added itself reads through {@link ORG_HOLDER_GROUP}
+ * first, whatever has captured them since: that facet is the record the team
+ * built, and a form fill on a site later adds a holder without replacing it.
+ *
  * Capture order rather than sorted order, deliberately: `capturedByHostIds`
  * is maintained by `arrayUnion`, so its first entry is the site that met
  * the person first, and that site's profile is the one a person reading

package/src/lib/model/contact-holder.js

@@ -25,7 +25,7 @@
  * In the library rather than in the CRM plugin because both of those
  * readers need it and one of them is an app: an app may not import a
  * feature plugin (AGL-2662).
- */ import { CONTACT_FACETS_FIELD } from "@aglyn/aglyn/app-utils/contacts";
+ */ import { CONTACT_FACETS_FIELD, ORG_CONTACT_HOLDER_ID } from "@aglyn/aglyn/app-utils/contacts";
 import { CAPTURED_BY_HOST_FIELD } from "@aglyn/aglyn/app-utils/marketing-consent";
 import { consentGroupForHost, consentGroupsAwaitConfirmation, readConsentGroups, soloConsentGroup } from "@aglyn/aglyn/app-utils/consent-groups";
 /**
@@ -47,6 +47,20 @@ import { consentGroupForHost, consentGroupsAwaitConfirmation, readConsentGroups,
     declared: false,
     awaitsConfirmation: false
 });
+/**
+ * The holder of a person the organization added itself, with no site behind
+ * them (AGL-4122). Like {@link NO_HOLDER_GROUP} it names no site, so `hostId`
+ * is empty and a surface asking "is there a site here at all" gets the same
+ * answer. Unlike it, it names a facet, so the record has a profile to show and
+ * an edit has somewhere to go.
+ */ export const ORG_HOLDER_GROUP = Object.freeze({
+    hostId: '',
+    groupId: ORG_CONTACT_HOLDER_ID,
+    name: null,
+    hostIds: [],
+    declared: false,
+    awaitsConfirmation: false
+});
 /**
  * The sites that captured this person, in CAPTURE order — the order
  * `arrayUnion` left, so the first entry is the site that met them first.
@@ -92,6 +106,10 @@ import { consentGroupForHost, consentGroupsAwaitConfirmation, readConsentGroups,
  * facet yet (the facet is written on the first edit). A row nobody captured
  * and nobody wrote a facet for reads through {@link NO_HOLDER_GROUP}.
  *
+ * A person the organization added itself reads through {@link ORG_HOLDER_GROUP}
+ * first, whatever has captured them since: that facet is the record the team
+ * built, and a form fill on a site later adds a holder without replacing it.
+ *
  * Capture order rather than sorted order, deliberately: `capturedByHostIds`
  * is maintained by `arrayUnion`, so its first entry is the site that met
  * the person first, and that site's profile is the one a person reading
@@ -101,6 +119,7 @@ import { consentGroupForHost, consentGroupsAwaitConfirmation, readConsentGroups,
     const record = row != null ? row : {};
     const facets = record[CONTACT_FACETS_FIELD];
     const facetKeys = facets && typeof facets === 'object' && !Array.isArray(facets) ? Object.keys(facets) : [];
+    if (facetKeys.includes(ORG_CONTACT_HOLDER_ID)) return ORG_HOLDER_GROUP;
     const captured = captureOrder(record);
     for (const hostId of captured){
         const group = consentGroupForHost(org, hostId);

package/src/lib/model/contact-holder.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-holder.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * WHICH HOLDER A CROSS-SITE READER SEES A CONTACT THROUGH (AGL-2630).\n *\n * A contact document carries one facet per holder, and every field but the\n * shared identity lives in one of them. A surface standing on a site reads\n * that site's group; a surface standing at the organization — the org-level\n * Contacts list, and the whole-collection export that writes the same file\n * — has no site to read as and needs one answer per row.\n *\n * In the library rather than in the CRM plugin because both of those\n * readers need it and one of them is an app: an app may not import a\n * feature plugin (AGL-2662).\n */\n\nimport { CONTACT_FACETS_FIELD } from '@aglyn/aglyn/app-utils/contacts'\nimport { CAPTURED_BY_HOST_FIELD } from '@aglyn/aglyn/app-utils/marketing-consent'\nimport {\n  type ConsentGroup,\n  consentGroupForHost,\n  consentGroupsAwaitConfirmation,\n  readConsentGroups,\n  soloConsentGroup,\n} from '@aglyn/aglyn/app-utils/consent-groups'\n\n/**\n * The holder of nothing: the group a contact is flattened through when no\n * site has captured it and no facet exists — a row written by a path that\n * predates attribution, read at the org level (AGL-2630).\n *\n * An empty `groupId` reads an empty facet (`readContactFacet` answers the\n * empty facet for a key the map lacks) and REFUSES a write\n * (`contactFacetPath` throws on an empty holder), which is the right pair:\n * the row still shows its shared identity, and nothing edits a facet\n * nobody holds. Exported so a surface can test for it rather than for an\n * empty string.\n */\nexport const NO_HOLDER_GROUP: ConsentGroup = Object.freeze({\n  hostId: '',\n  groupId: '',\n  name: null,\n  hostIds: [],\n  declared: false,\n  awaitsConfirmation: false,\n}) as ConsentGroup\n\n/**\n * The sites that captured this person, in CAPTURE order — the order\n * `arrayUnion` left, so the first entry is the site that met them first.\n *\n * `contactCaptureHostIds` sorts the same array for RENDERING, where a\n * stable order matters more than a first. Both readers below want the\n * first, so neither may use the sorted one.\n */\nfunction captureOrder(\n  record: Record<string, unknown> | null | undefined,\n): string[] {\n  const raw = (record ?? {})[CAPTURED_BY_HOST_FIELD]\n  if (!Array.isArray(raw)) return []\n  return raw.map((id) => String(id ?? '').trim()).filter(Boolean)\n}\n\n/**\n * The group a LEAD is read and acted on through (AGL-3278).\n *\n * The same question {@link contactPrimaryGroup} answers, with a shorter\n * answer: a lead is one flat document — no facets, one profile, one\n * status — so there is nothing to choose between and the holder is simply\n * the site that captured the person first. What it is FOR is the same: at\n * the organization level the record page has no viewing site, and it needs\n * one to read the consent basis against, to file an activity under, to\n * offer a booking on and to convert as.\n *\n * A lead no site has captured — a row imported before attribution — reads\n * through {@link NO_HOLDER_GROUP}, whose empty `hostId` is how a surface\n * asks \"is there a site here at all\" without testing for an empty string.\n */\nexport function leadPrimaryGroup(\n  lead: Record<string, unknown> | null | undefined,\n  org: Record<string, unknown> | null | undefined,\n): ConsentGroup {\n  const captured = captureOrder(lead)\n  return captured.length ? consentGroupForHost(org, captured[0]) : NO_HOLDER_GROUP\n}\n\n/**\n * The group a CROSS-HOLDER reader flattens one contact through (AGL-2630).\n *\n * Under a site there is one answer for every row — the site's own group,\n * `consentGroupForHost` — and the reader never asks this. At the\n * organization level there is no viewing site, and a contact captured by\n * three sites has up to three facets; the org-wide member reading them all\n * needs ONE to show the row's profile, owner and stage under, and to write\n * an edit back to. This picks the person's PRIMARY holder: the first\n * capturing site, in capture order, whose group actually holds a facet;\n * then any facet at all, resolved back to its declared group or to the\n * site whose id it is keyed by; then the first capturing site even with no\n * facet yet (the facet is written on the first edit). A row nobody captured\n * and nobody wrote a facet for reads through {@link NO_HOLDER_GROUP}.\n *\n * Capture order rather than sorted order, deliberately: `capturedByHostIds`\n * is maintained by `arrayUnion`, so its first entry is the site that met\n * the person first, and that site's profile is the one a person reading\n * across brands would expect to see. `contactCaptureHostIds` sorts the same\n * array for RENDERING, where a stable order matters more than a first.\n */\nexport function contactPrimaryGroup(\n  row: Record<string, unknown> | null | undefined,\n  org: Record<string, unknown> | null | undefined,\n): ConsentGroup {\n  const record = row ?? {}\n  const facets = record[CONTACT_FACETS_FIELD]\n  const facetKeys =\n    facets && typeof facets === 'object' && !Array.isArray(facets)\n      ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-holder.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * WHICH HOLDER A CROSS-SITE READER SEES A CONTACT THROUGH (AGL-2630).\n *\n * A contact document carries one facet per holder, and every field but the\n * shared identity lives in one of them. A surface standing on a site reads\n * that site's group; a surface standing at the organization — the org-level\n * Contacts list, and the whole-collection export that writes the same file\n * — has no site to read as and needs one answer per row.\n *\n * In the library rather than in the CRM plugin because both of those\n * readers need it and one of them is an app: an app may not import a\n * feature plugin (AGL-2662).\n */\n\nimport {\n  CONTACT_FACETS_FIELD,\n  ORG_CONTACT_HOLDER_ID,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { CAPTURED_BY_HOST_FIELD } from '@aglyn/aglyn/app-utils/marketing-consent'\nimport {\n  type ConsentGroup,\n  consentGroupForHost,\n  consentGroupsAwaitConfirmation,\n  readConsentGroups,\n  soloConsentGroup,\n} from '@aglyn/aglyn/app-utils/consent-groups'\n\n/**\n * The holder of nothing: the group a contact is flattened through when no\n * site has captured it and no facet exists — a row written by a path that\n * predates attribution, read at the org level (AGL-2630).\n *\n * An empty `groupId` reads an empty facet (`readContactFacet` answers the\n * empty facet for a key the map lacks) and REFUSES a write\n * (`contactFacetPath` throws on an empty holder), which is the right pair:\n * the row still shows its shared identity, and nothing edits a facet\n * nobody holds. Exported so a surface can test for it rather than for an\n * empty string.\n */\nexport const NO_HOLDER_GROUP: ConsentGroup = Object.freeze({\n  hostId: '',\n  groupId: '',\n  name: null,\n  hostIds: [],\n  declared: false,\n  awaitsConfirmation: false,\n}) as ConsentGroup\n\n/**\n * The holder of a person the organization added itself, with no site behind\n * them (AGL-4122). Like {@link NO_HOLDER_GROUP} it names no site, so `hostId`\n * is empty and a surface asking \"is there a site here at all\" gets the same\n * answer. Unlike it, it names a facet, so the record has a profile to show and\n * an edit has somewhere to go.\n */\nexport const ORG_HOLDER_GROUP: ConsentGroup = Object.freeze({\n  hostId: '',\n  groupId: ORG_CONTACT_HOLDER_ID,\n  name: null,\n  hostIds: [],\n  declared: false,\n  awaitsConfirmation: false,\n}) as ConsentGroup\n\n/**\n * The sites that captured this person, in CAPTURE order — the order\n * `arrayUnion` left, so the first entry is the site that met them first.\n *\n * `contactCaptureHostIds` sorts the same array for RENDERING, where a\n * stable order matters more than a first. Both readers below want the\n * first, so neither may use the sorted one.\n */\nfunction captureOrder(\n  record: Record<string, unknown> | null | undefined,\n): string[] {\n  const raw = (record ?? {})[CAPTURED_BY_HOST_FIELD]\n  if (!Array.isArray(raw)) return []\n  return raw.map((id) => String(id ?? '').trim()).filter(Boolean)\n}\n\n/**\n * The group a LEAD is read and acted on through (AGL-3278).\n *\n * The same question {@link contactPrimaryGroup} answers, with a shorter\n * answer: a lead is one flat document — no facets, one profile, one\n * status — so there is nothing to choose between and the holder is simply\n * the site that captured the person first. What it is FOR is the same: at\n * the organization level the record page has no viewing site, and it needs\n * one to read the consent basis against, to file an activity under, to\n * offer a booking on and to convert as.\n *\n * A lead no site has captured — a row imported before attribution — reads\n * through {@link NO_HOLDER_GROUP}, whose empty `hostId` is how a surface\n * asks \"is there a site here at all\" without testing for an empty string.\n */\nexport function leadPrimaryGroup(\n  lead: Record<string, unknown> | null | undefined,\n  org: Record<string, unknown> | null | undefined,\n): ConsentGroup {\n  const captured = captureOrder(lead)\n  return captured.length ? consentGroupForHost(org, captured[0]) : NO_HOLDER_GROUP\n}\n\n/**\n * The group a CROSS-HOLDER reader flattens one contact through (AGL-2630).\n *\n * Under a site there is one answer for every row — the site's own group,\n * `consentGroupForHost` — and the reader never asks this. At the\n * organization level there is no viewing site, and a contact captured by\n * three sites has up to three facets; the org-wide member reading them all\n * needs ONE to show the row's profile, owner and stage under, and to write\n * an edit back to. This picks the person's PRIMARY holder: the first\n * capturing site, in capture order, whose group actually holds a facet;\n * then any facet at all, resolved back to its declared group or to the\n * site whose id it is keyed by; then the first capturing site even with no\n * facet yet (the facet is written on the first edit). 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package/src/lib/model/contact-record.d.ts

@@ -134,6 +134,11 @@ export interface ContactRecord {
 }
 export { contactPrimaryGroup, NO_HOLDER_GROUP } from './contact-holder';
 /** A document off the wire, flattened through one group's facet. */
+/**
+ * What to call a person: their name, then their address, then their number. A
+ * contact needs no email (AGL-4122), so no surface may assume one is there.
+ */
+export declare function contactRecordLabel(record: Pick<ContactRecord, 'name' | 'email' | 'phone' | 'mobilePhone'>): string;
 export declare function contactRecordFromDoc(row: Record<string, any>, group: ConsentGroup): ContactRecord;
 /**
  * Tags as typed — comma-separated — into the shape the facet stores:

package/src/lib/model/contact-record.js

@@ -21,7 +21,13 @@ import { crmShareChipFor } from "./crm-sharing.js";
  * `contact-holder.ts`, shared with the server's whole-collection export so
  * the file and the organization-level list flatten a contact one way.
  */ export { contactPrimaryGroup, NO_HOLDER_GROUP } from "./contact-holder.js";
-/** A document off the wire, flattened through one group's facet. */ export function contactRecordFromDoc(row, group) {
+/** A document off the wire, flattened through one group's facet. */ /**
+ * What to call a person: their name, then their address, then their number. A
+ * contact needs no email (AGL-4122), so no surface may assume one is there.
+ */ export function contactRecordLabel(record) {
+    return record.name || record.email || record.phone || record.mobilePhone || 'Unnamed contact';
+}
+export function contactRecordFromDoc(row, group) {
     var _row_$id, _facet_name, _facet_tags, _facet_notes, _facet_ltvCents, _facet_ordersCount, _facet_phone, _facet_jobTitle, _facet_leadSource, _facet_salutation, _facet_firstName, _facet_lastName, _facet_department, _facet_mobilePhone, _facet_homePhone, _facet_otherPhone, _facet_fax, _facet_birthdate, _facet_assistantName, _facet_assistantPhone, _facet_reportsToContactId, _facet_otherAddress, _facet_companyName, _facet_companyId, _facet_address, _facet_custom, _facet_mediaIds, _facet_ownerUid;
     const facet = Aglyn.readContactFacet(row, group.groupId);
     return {

package/src/lib/model/contact-record.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-record.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { readNextTaskAtMs } from './crm-next-activity'\nimport { type CrmShareChip, crmShareChipFor } from './crm-sharing'\nimport type {\n  AglynPostalAddress,\n  ConsentGroup,\n  ContactInteraction,\n  ContactLifecycleStage,\n  ContactSource,\n} from '@aglyn/aglyn'\n\n/**\n * One contact, as the VIEWING GROUP may see it (AGL-2596).\n *\n * A contact document is shared by every site in the org, and almost nothing\n * on it is legitimately shared: the notes, tags, timeline, profile and\n * commercial figures are the holder's own records and live in that holder's\n * facet. This is the row after the facet read — flat, so the list, the\n * record page and the export can render fields by name without any of them\n * reaching into `facets.{groupId}` for itself. One projection rather than a\n * facet read at every field is what keeps a surface from ever showing\n * another holder's records: there is no field on this shape that came from\n * the top of the document except the two that ARE shared, the address and\n * the canonical name.\n */\nexport interface ContactRecord {\n  $id: string\n  /**\n   * The facet this row was flattened through — the viewing group under a\n   * site, the person's primary holder at the org level (AGL-2630). A write\n   * that edits the row goes back to the same facet, so a surface that has\n   * only the flat record can still address the holder's own fields.\n   */\n  groupId: string\n  /**\n   * A site of that holder's group — the viewing site under a site, and at\n   * the organization level the site the primary holder was resolved from —\n   * which is where a stage move for this row is made and announced. `''` for\n   * a row no site holds.\n   */\n  holderHostId: string\n  /** Every site that has captured this person, sorted — the org-level \"Known by\". */\n  capturedByHostIds: string[]\n  /** The shared identity and the dedupe key. */\n  email: string\n  /** The other addresses a merge folded into this record (AGL-2625). */\n  alternateEmails: string[]\n  /** What THIS holder sees — their own override, or the canonical name. */\n  name: string\n  /** The canonical name: the identity of last resort, shared by every holder. */\n  canonicalName: string\n  /** This holder's own name for the person, when they have set one. */\n  nameOverride: string\n  sources: Partial<Record<ContactSource, true>>\n  /** This holder's timeline, narrowed to the sites the group covers. */\n  interactions: ContactInteraction[]\n  tags: string[]\n  notes: string\n  campaignIds: string[]\n  ltvCents: number\n  ordersCount: number\n  phone: string\n  jobTitle: string\n  /** This holder's lead source label (AGL-3298), `''` for none. */\n  leadSource: string\n  /*\n   * Salesforce's standard contact fields (AGL-3515), this holder's, each\n   * `''` (or `null`, `false`) for none — see `ContactFacet`.\n   */\n  salutation: string\n  firstName: string\n  lastName: string\n  department: string\n  mobilePhone: string\n  homePhone: string\n  otherPhone: string\n  fax: string\n  /** `YYYY-MM-DD`. */\n  birthdate: string\n  assistantName: string\n  assistantPhone: string\n  /** The contact this person reports to, by id. */\n  reportsToContactId: string\n  otherAddress: AglynPostalAddress | null\n  doNotCall: boolean\n  companyName: string\n  companyId: string\n  /**\n   * What linking this person to a company has to know — this holder's link,\n   * the shared mirror and the other holders' ids — so the properties card\n   * and the bulk bar can plan a link from the row without the document. Not\n   * a display field: the mirror is an index every reader of the document\n   * already holds, and nothing renders it.\n   */\n  companyLink: Aglyn.ContactCompanyLinkState\n  /** The mailing address. */\n  address: AglynPostalAddress | null\n  /** This holder's custom field values, keyed by definition key (AGL-2601). */\n  custom?: Record<string, Aglyn.ContactCustomValue>\n  /** This holder's attached org-library files, by media id (AGL-2662). */\n  mediaIds?: string[]\n  ownerUid: string\n  /** Empty when the holder has not placed the person in the funnel. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /**\n   * When the person last opened or clicked one of this holder's campaigns\n   * (AGL-2616), or `null` when they never have since the stamp shipped.\n   */\n  lastEmailEngagementAtMs: number | null\n  /**\n   * When the earliest open task against this person is due (AGL-2661), or\n   * `null` when nothing is scheduled. SHARED, not the holder's: a task is\n   * filed against the contact document, and every holder reading the row\n   * sees the same next step.\n   */\n  nextTaskAtMs: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — or `null` when nothing is known. SHARED\n   * like the address it is about.\n   */\n  emailState: Aglyn.EmailState | null\n  /**\n   * Why the viewing group sees this person when the answer is a share\n   * (AGL-3336) — `null` when it holds them, and at the organization level.\n   */\n  shareChip?: CrmShareChip | null\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/*\n * Which holder a cross-site reader sees one contact through (AGL-2630) —\n * `contact-holder.ts`, shared with the server's whole-collection export so\n * the file and the organization-level list flatten a contact one way.\n */\nexport { contactPrimaryGroup, NO_HOLDER_GROUP } from './contact-holder'\n\n/** A document off the wire, flattened through one group's facet. */\nexport function contactRecordFromDoc(\n  row: Record<string, any>,\n  group: ConsentGroup,\n): ContactRecord {\n  const facet = Aglyn.readContactFacet(row, group.groupId)\n  return {\n    $id: String(row['$id'] ?? ''),\n    groupId: group.groupId,\n    holderHostId: group.hostId,\n    capturedByHostIds: Aglyn.contactCaptureHostIds(row),\n    email: typeof row['email'] === 'string' ? row['email'] : '',\n    alternateEmails: Array.isArray(row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD])\n      ? (row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[]).filter(\n          (email): email is string => typeof email === 'string',\n        )\n      : [],\n    name: Aglyn.contactDisplayName(row, group.groupId),\n    canonicalName: typeof row['name'] === 'string' ? row['name'] : '',\n    nameOverride: facet.name ?? '',\n    sources: facet.sources,\n    interactions: Aglyn.interactionsForGroup(facet.interactions, group.hostIds),\n    tags: facet.tags ?? [],\n    notes: facet.notes ?? '',\n    campaignIds: Aglyn.readContactContainerIds(row, group.groupId, 'campaign'),\n    ltvCents: facet.ltvCents ?? 0,\n    ordersCount: facet.ordersCount ?? 0,\n    phone: facet.phone ?? '',\n    jobTitle: facet.jobTitle ?? '',\n    leadSource: facet.leadSource ?? '',\n    salutation: facet.salutation ?? '',\n    firstName: facet.firstName ?? '',\n    lastName: facet.lastName ?? '',\n    department: facet.department ?? '',\n    mobilePhone: facet.mobilePhone ?? '',\n    homePhone: facet.homePhone ?? '',\n    otherPhone: facet.otherPhone ?? '',\n    fax: facet.fax ?? '',\n    birthdate: facet.birthdate ?? '',\n    assistantName: facet.assistantName ?? '',\n    assistantPhone: facet.assistantPhone ?? '',\n    reportsToContactId: facet.reportsToContactId ?? '',\n    otherAddress: facet.otherAddress ?? null,\n    doNotCall: facet.doNotCall === true,\n    companyName: facet.companyName ?? '',\n    companyId: facet.companyId ?? '',\n    companyLink: Aglyn.readContactCompanyLink(row, group.groupId),\n    address: facet.address ?? null,\n    custom: facet.custom ?? {},\n    mediaIds: facet.mediaIds ?? [],\n    ownerUid: facet.ownerUid ?? '',\n    lifecycleStage: Aglyn.isContactLifecycleStage(facet.lifecycleStage)\n      ? facet.lifecycleStage\n      : '',\n    lastEmailEngagementAtMs:\n      typeof facet.lastEmailEngagementAtMs === 'number' &&\n      Number.isFinite(facet.lastEmailEngagementAtMs) &&\n      facet.lastEmailEngagementAtMs > 0\n        ? facet.lastEmailEngagementAtMs\n        : null,\n    nextTaskAtMs: readNextTaskAtMs(row as { nextTaskAtMs?: unknown }),\n    emailState: Aglyn.readEmailState(row),\n    shareChip: crmShareChipFor(row, group.hostIds),\n    createdAt: row['createdAt'],\n    updatedAt: row['updatedAt'],\n  }\n}\n\n/**\n * Tags as typed — comma-separated — into the shape the facet stores:\n * lower-cased, trimmed, deduplicated and capped, so a tag typed on the\n * record page and one typed in the create drawer are the same tag to the\n * segment filter that matches on them.\n */\nexport function parseContactTags(input: string): string[] {\n  return [\n    ...new Set(\n      input\n        .split(',')\n        .map((tag) => tag.trim().toLowerCase().slice(0, 40))\n        .filter(Boolean)\n        .slice(0, 20),\n    ),\n  ]\n}\n"],"names":["Aglyn","readNextTaskAtMs","crmShareChipFor","contactPrimaryGroup","NO_HOLDER_GROUP","contactRecordFromDoc","row","group","facet","readContactFacet","groupId","$id","String","holderHostId","hostId","capturedByHostIds","contactCaptureHostIds","email","alternateEmails","Array","isArray","CONTACT_ALTERNATE_EMAILS_FIELD","filter","name","contactDisplayName","canonicalName","nameOverride","sources","interactions","interactionsForGroup","hostIds","tags","notes","campaignIds","readContactContainerIds","ltvCents","ordersCount","phone","jobTitle","leadSource","salutation","firstName","lastName","department","mobilePhone","homePhone","otherPhone","fax","birthdate","assistantName","assistantPhone","reportsToContactId","otherAddress","doNotCall","companyName","companyId","companyLink","readContactCompanyLink","address","custom","mediaIds","ownerUid","lifecycleStage","isContactLifecycleStage","lastEmailEngagementAtMs","Number","isFinite","nextTaskAtMs","emailState","readEmailState","shareChip","createdAt","updatedAt","parseContactTags","input","Set","split","map","tag","trim","toLowerCase","slice","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,YAAYA,WAAW,eAAc;AACrC,SAASC,gBAAgB,QAAQ,yBAAqB;AACtD,SAA4BC,eAAe,QAAQ,mBAAe;AAiIlE;;;;CAIC,GACD,SAASC,mBAAmB,EAAEC,eAAe,QAAQ,sBAAkB;AAEvE,kEAAkE,GAClE,OAAO,SAASC,qBACdC,GAAwB,EACxBC,KAAmB;QAILD,UAYEE,aAGRA,aACCA,cAEGA,iBACGA,oBACNA,cACGA,iBACEA,mBACAA,mBACDA,kBACDA,iBACEA,mBACCA,oBACFA,kBACCA,mBACPA,YACMA,kBACIA,sBACCA,uBACIA,2BACNA,qBAEDA,oBACFA,kBAEFA,gBACDA,eACEA,iBACAA;IA7CZ,MAAMA,QAAQR,MAAMS,gBAAgB,CAACH,KAAKC,MAAMG,OAAO;IACvD,OAAO;QACLC,KAAKC,QAAON,WAAAA,GAAG,CAAC,MAAM,YAAVA,WAAc;QAC1BI,SAASH,MAAMG,OAAO;QACtBG,cAAcN,MAAMO,MAAM;QAC1BC,mBAAmBf,MAAMgB,qBAAqB,CAACV;QAC/CW,OAAO,OAAOX,GAAG,CAAC,QAAQ,KAAK,WAAWA,GAAG,CAAC,QAAQ,GAAG;QACzDY,iBAAiBC,MAAMC,OAAO,CAACd,GAAG,CAACN,MAAMqB,8BAA8B,CAAC,IACpE,AAACf,GAAG,CAACN,MAAMqB,8BAA8B,CAAC,CAAeC,MAAM,CAC7D,CAACL,QAA2B,OAAOA,UAAU,YAE/C,EAAE;QACNM,MAAMvB,MAAMwB,kBAAkB,CAAClB,KAAKC,MAAMG,OAAO;QACjDe,eAAe,OAAOnB,GAAG,CAAC,OAAO,KAAK,WAAWA,GAAG,CAAC,OAAO,GAAG;QAC/DoB,YAAY,GAAElB,cAAAA,MAAMe,IAAI,YAAVf,cAAc;QAC5BmB,SAASnB,MAAMmB,OAAO;QACtBC,cAAc5B,MAAM6B,oBAAoB,CAACrB,MAAMoB,YAAY,EAAErB,MAAMuB,OAAO;QAC1EC,IAAI,GAAEvB,cAAAA,MAAMuB,IAAI,YAAVvB,cAAc,EAAE;QACtBwB,KAAK,GAAExB,eAAAA,MAAMwB,KAAK,YAAXxB,eAAe;QACtByB,aAAajC,MAAMkC,uBAAuB,CAAC5B,KAAKC,MAAMG,OAAO,EAAE;QAC/DyB,QAAQ,GAAE3B,kBAAAA,MAAM2B,QAAQ,YAAd3B,kBAAkB;QAC5B4B,WAAW,GAAE5B,qBAAAA,MAAM4B,WAAW,YAAjB5B,qBAAqB;QAClC6B,KAAK,GAAE7B,eAAAA,MAAM6B,KAAK,YAAX7B,eAAe;QACtB8B,QAAQ,GAAE9B,kBAAAA,MAAM8B,QAAQ,YAAd9B,kBAAkB;QAC5B+B,UAAU,GAAE/B,oBAAAA,MAAM+B,UAAU,YAAhB/B,oBAAoB;QAChCgC,UAAU,GAAEhC,oBAAAA,MAAMgC,UAAU,YAAhBhC,oBAAoB;QAChCiC,SAAS,GAAEjC,mBAAAA,MAAMiC,SAAS,YAAfjC,mBAAmB;QAC9BkC,QAAQ,GAAElC,kBAAAA,MAAMkC,QAAQ,YAAdlC,kBAAkB;QAC5BmC,UAAU,GAAEnC,oBAAAA,MAAMmC,UAAU,YAAhBnC,oBAAoB;QAChCoC,WAAW,GAAEpC,qBAAAA,MAAMoC,WAAW,YAAjBpC,qBAAqB;QAClCqC,SAAS,GAAErC,mBAAAA,MAAMqC,SAAS,YAAfrC,mBAAmB;QAC9BsC,UAAU,GAAEtC,oBAAAA,MAAMsC,UAAU,YAAhBtC,oBAAoB;QAChCuC,GAAG,GAAEvC,aAAAA,MAAMuC,GAAG,YAATvC,aAAa;QAClBwC,SAAS,GAAExC,mBAAAA,MAAMwC,SAAS,YAAfxC,mBAAmB;QAC9ByC,aAAa,GAAEzC,uBAAAA,MAAMyC,aAAa,YAAnBzC,uBAAuB;QACtC0C,cAAc,GAAE1C,wBAAAA,MAAM0C,cAAc,YAApB1C,wBAAwB;QACxC2C,kBAAkB,GAAE3C,4BAAAA,MAAM2C,kBAAkB,YAAxB3C,4BAA4B;QAChD4C,YAAY,GAAE5C,sBAAAA,MAAM4C,YAAY,YAAlB5C,sBAAsB;QACpC6C,WAAW7C,MAAM6C,SAAS,KAAK;QAC/BC,WAAW,GAAE9C,qBAAAA,MAAM8C,WAAW,YAAjB9C,qBAAqB;QAClC+C,SAAS,GAAE/C,mBAAAA,MAAM+C,SAAS,YAAf/C,mBAAmB;QAC9BgD,aAAaxD,MAAMyD,sBAAsB,CAACnD,KAAKC,MAAMG,OAAO;QAC5DgD,OAAO,GAAElD,iBAAAA,MAAMkD,OAAO,YAAblD,iBAAiB;QAC1BmD,MAAM,GAAEnD,gBAAAA,MAAMmD,MAAM,YAAZnD,gBAAgB,CAAC;QACzBoD,QAAQ,GAAEpD,kBAAAA,MAAMoD,QAAQ,YAAdpD,kBAAkB,EAAE;QAC9BqD,QAAQ,GAAErD,kBAAAA,MAAMqD,QAAQ,YAAdrD,kBAAkB;QAC5BsD,gBAAgB9D,MAAM+D,uBAAuB,CAACvD,MAAMsD,cAAc,IAC9DtD,MAAMsD,cAAc,GACpB;QACJE,yBACE,OAAOxD,MAAMwD,uBAAuB,KAAK,YACzCC,OAAOC,QAAQ,CAAC1D,MAAMwD,uBAAuB,KAC7CxD,MAAMwD,uBAAuB,GAAG,IAC5BxD,MAAMwD,uBAAuB,GAC7B;QACNG,cAAclE,iBAAiBK;QAC/B8D,YAAYpE,MAAMqE,cAAc,CAAC/D;QACjCgE,WAAWpE,gBAAgBI,KAAKC,MAAMuB,OAAO;QAC7CyC,WAAWjE,GAAG,CAAC,YAAY;QAC3BkE,WAAWlE,GAAG,CAAC,YAAY;IAC7B;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASmE,iBAAiBC,KAAa;IAC5C,OAAO;WACF,IAAIC,IACLD,MACGE,KAAK,CAAC,KACNC,GAAG,CAAC,CAACC,MAAQA,IAAIC,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,GAAG,KAC/C3D,MAAM,CAAC4D,SACPD,KAAK,CAAC,GAAG;KAEf;AACH"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-record.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { readNextTaskAtMs } from './crm-next-activity'\nimport { type CrmShareChip, crmShareChipFor } from './crm-sharing'\nimport type {\n  AglynPostalAddress,\n  ConsentGroup,\n  ContactInteraction,\n  ContactLifecycleStage,\n  ContactSource,\n} from '@aglyn/aglyn'\n\n/**\n * One contact, as the VIEWING GROUP may see it (AGL-2596).\n *\n * A contact document is shared by every site in the org, and almost nothing\n * on it is legitimately shared: the notes, tags, timeline, profile and\n * commercial figures are the holder's own records and live in that holder's\n * facet. This is the row after the facet read — flat, so the list, the\n * record page and the export can render fields by name without any of them\n * reaching into `facets.{groupId}` for itself. One projection rather than a\n * facet read at every field is what keeps a surface from ever showing\n * another holder's records: there is no field on this shape that came from\n * the top of the document except the two that ARE shared, the address and\n * the canonical name.\n */\nexport interface ContactRecord {\n  $id: string\n  /**\n   * The facet this row was flattened through — the viewing group under a\n   * site, the person's primary holder at the org level (AGL-2630). A write\n   * that edits the row goes back to the same facet, so a surface that has\n   * only the flat record can still address the holder's own fields.\n   */\n  groupId: string\n  /**\n   * A site of that holder's group — the viewing site under a site, and at\n   * the organization level the site the primary holder was resolved from —\n   * which is where a stage move for this row is made and announced. `''` for\n   * a row no site holds.\n   */\n  holderHostId: string\n  /** Every site that has captured this person, sorted — the org-level \"Known by\". */\n  capturedByHostIds: string[]\n  /** The shared identity and the dedupe key. */\n  email: string\n  /** The other addresses a merge folded into this record (AGL-2625). */\n  alternateEmails: string[]\n  /** What THIS holder sees — their own override, or the canonical name. */\n  name: string\n  /** The canonical name: the identity of last resort, shared by every holder. */\n  canonicalName: string\n  /** This holder's own name for the person, when they have set one. */\n  nameOverride: string\n  sources: Partial<Record<ContactSource, true>>\n  /** This holder's timeline, narrowed to the sites the group covers. */\n  interactions: ContactInteraction[]\n  tags: string[]\n  notes: string\n  campaignIds: string[]\n  ltvCents: number\n  ordersCount: number\n  phone: string\n  jobTitle: string\n  /** This holder's lead source label (AGL-3298), `''` for none. */\n  leadSource: string\n  /*\n   * Salesforce's standard contact fields (AGL-3515), this holder's, each\n   * `''` (or `null`, `false`) for none — see `ContactFacet`.\n   */\n  salutation: string\n  firstName: string\n  lastName: string\n  department: string\n  mobilePhone: string\n  homePhone: string\n  otherPhone: string\n  fax: string\n  /** `YYYY-MM-DD`. */\n  birthdate: string\n  assistantName: string\n  assistantPhone: string\n  /** The contact this person reports to, by id. */\n  reportsToContactId: string\n  otherAddress: AglynPostalAddress | null\n  doNotCall: boolean\n  companyName: string\n  companyId: string\n  /**\n   * What linking this person to a company has to know — this holder's link,\n   * the shared mirror and the other holders' ids — so the properties card\n   * and the bulk bar can plan a link from the row without the document. Not\n   * a display field: the mirror is an index every reader of the document\n   * already holds, and nothing renders it.\n   */\n  companyLink: Aglyn.ContactCompanyLinkState\n  /** The mailing address. */\n  address: AglynPostalAddress | null\n  /** This holder's custom field values, keyed by definition key (AGL-2601). */\n  custom?: Record<string, Aglyn.ContactCustomValue>\n  /** This holder's attached org-library files, by media id (AGL-2662). */\n  mediaIds?: string[]\n  ownerUid: string\n  /** Empty when the holder has not placed the person in the funnel. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /**\n   * When the person last opened or clicked one of this holder's campaigns\n   * (AGL-2616), or `null` when they never have since the stamp shipped.\n   */\n  lastEmailEngagementAtMs: number | null\n  /**\n   * When the earliest open task against this person is due (AGL-2661), or\n   * `null` when nothing is scheduled. SHARED, not the holder's: a task is\n   * filed against the contact document, and every holder reading the row\n   * sees the same next step.\n   */\n  nextTaskAtMs: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — or `null` when nothing is known. SHARED\n   * like the address it is about.\n   */\n  emailState: Aglyn.EmailState | null\n  /**\n   * Why the viewing group sees this person when the answer is a share\n   * (AGL-3336) — `null` when it holds them, and at the organization level.\n   */\n  shareChip?: CrmShareChip | null\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/*\n * Which holder a cross-site reader sees one contact through (AGL-2630) —\n * `contact-holder.ts`, shared with the server's whole-collection export so\n * the file and the organization-level list flatten a contact one way.\n */\nexport { contactPrimaryGroup, NO_HOLDER_GROUP } from './contact-holder'\n\n/** A document off the wire, flattened through one group's facet. */\n/**\n * What to call a person: their name, then their address, then their number. A\n * contact needs no email (AGL-4122), so no surface may assume one is there.\n */\nexport function contactRecordLabel(\n  record: Pick<ContactRecord, 'name' | 'email' | 'phone' | 'mobilePhone'>,\n): string {\n  return record.name || record.email || record.phone || record.mobilePhone || 'Unnamed contact'\n}\n\nexport function contactRecordFromDoc(\n  row: Record<string, any>,\n  group: ConsentGroup,\n): ContactRecord {\n  const facet = Aglyn.readContactFacet(row, group.groupId)\n  return {\n    $id: String(row['$id'] ?? ''),\n    groupId: group.groupId,\n    holderHostId: group.hostId,\n    capturedByHostIds: Aglyn.contactCaptureHostIds(row),\n    email: typeof row['email'] === 'string' ? row['email'] : '',\n    alternateEmails: Array.isArray(row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD])\n      ? (row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[]).filter(\n          (email): email is string => typeof email === 'string',\n        )\n      : [],\n    name: Aglyn.contactDisplayName(row, group.groupId),\n    canonicalName: typeof row['name'] === 'string' ? row['name'] : '',\n    nameOverride: facet.name ?? '',\n    sources: facet.sources,\n    interactions: Aglyn.interactionsForGroup(facet.interactions, group.hostIds),\n    tags: facet.tags ?? [],\n    notes: facet.notes ?? '',\n    campaignIds: Aglyn.readContactContainerIds(row, group.groupId, 'campaign'),\n    ltvCents: facet.ltvCents ?? 0,\n    ordersCount: facet.ordersCount ?? 0,\n    phone: facet.phone ?? '',\n    jobTitle: facet.jobTitle ?? '',\n    leadSource: facet.leadSource ?? '',\n    salutation: facet.salutation ?? '',\n    firstName: facet.firstName ?? '',\n    lastName: facet.lastName ?? '',\n    department: facet.department ?? '',\n    mobilePhone: facet.mobilePhone ?? '',\n    homePhone: facet.homePhone ?? '',\n    otherPhone: facet.otherPhone ?? '',\n    fax: facet.fax ?? '',\n    birthdate: facet.birthdate ?? '',\n    assistantName: facet.assistantName ?? '',\n    assistantPhone: facet.assistantPhone ?? '',\n    reportsToContactId: facet.reportsToContactId ?? '',\n    otherAddress: facet.otherAddress ?? null,\n    doNotCall: facet.doNotCall === true,\n    companyName: facet.companyName ?? '',\n    companyId: facet.companyId ?? '',\n    companyLink: Aglyn.readContactCompanyLink(row, group.groupId),\n    address: facet.address ?? null,\n    custom: facet.custom ?? {},\n    mediaIds: facet.mediaIds ?? [],\n    ownerUid: facet.ownerUid ?? 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.split(',')\n        .map((tag) => tag.trim().toLowerCase().slice(0, 40))\n        .filter(Boolean)\n        .slice(0, 20),\n    ),\n  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package/src/lib/model/contact-update.d.ts

@@ -45,6 +45,12 @@ export declare const CRM_CONTACT_UPDATE_MAX = 200;
  * `doNotCall: false` clears the flag.
  */
 export interface ContactUpdateFields {
+    /**
+     * The address, which every site shares, so not a field of any facet. Set on
+     * one contact at a time, and refused when another contact already answers
+     * to it (AGL-4122): an email can come after the person does.
+     */
+    email?: string;
     /**
      * This holder's own name for the person. The canonical name is never
      * written. While the holder keeps a first or last name, the name is their

package/src/lib/model/contact-update.js

@@ -31,6 +31,7 @@
  * as much as a selection reaches. A larger selection is sent in pieces.
  */ export const CRM_CONTACT_UPDATE_MAX = 200;
 /** Every field the route reads. A body naming any other is refused, not trimmed. */ export const CONTACT_UPDATE_FIELDS = [
+    'email',
     'name',
     'salutation',
     'firstName',

package/src/lib/model/contact-update.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-update.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { AglynPostalAddress, ContactCustomValue } from '@aglyn/aglyn'\n\n/**\n * THE CONTACT PROFILE ROUTE'S CONTRACT (AGL-2804), in one module both halves\n * import, so the field the console sends and the field the handler reads\n * cannot drift apart.\n *\n * `crm/contact-update` is the console's one writer of a contact's facets.\n * The Firestore rules cannot tell one field of a holder's facet from another\n * — the holder is a map key a rule cannot address — so a client update may\n * not change a facet at all beyond letting a holder go, and every edit the\n * console makes to one arrives here: the record page's profile, custom\n * fields, files and campaign filing, the company page's link, and the bulk\n * bar's tags, owner and company. A lifecycle stage has a route of its own,\n * `crm/contact-stage`, because moving it is an event.\n */\n\n/**\n * The most contacts one request names — the contacts list's window, which is\n * as much as a selection reaches. A larger selection is sent in pieces.\n */\nexport const CRM_CONTACT_UPDATE_MAX = 200\n\n/**\n * What one request sets, for ONE holder: the viewing site's group under a\n * site, and at the organization level each contact's own primary holder.\n *\n * A text field sent as `''` is CLEARED — removed from the facet — except\n * `notes`, which are stored as typed. A list replaces the stored list;\n * `addTag` and `removeTag` change one tag and leave the rest as the server\n * holds them. An address or the reports-to sent as `null` clears it, and\n * `doNotCall: false` clears the flag.\n */\nexport interface ContactUpdateFields {\n  /**\n   * This holder's own name for the person. The canonical name is never\n   * written. While the holder keeps a first or last name, the name is their\n   * composition, and a `name` that differs from it is refused (AGL-3515).\n   */\n  name?: string\n  /** One of the org's salutation values, by label, or `''` to clear (AGL-3515). */\n  salutation?: string\n  /** Given and family names; the facet's `name` follows them — see `ContactFacet.firstName`. */\n  firstName?: string\n  lastName?: string\n  department?: string\n  /** As typed; stored as E.164, and refused when it cannot be read as a number. */\n  mobilePhone?: string\n  homePhone?: string\n  otherPhone?: string\n  fax?: string\n  assistantPhone?: string\n  /** `YYYY-MM-DD`, not in the future, or `''` to clear. */\n  birthdate?: string\n  assistantName?: string\n  /**\n   * Another contact the holder can see, or `null` to clear. Refused when it\n   * is the contact itself or when its own chain leads back to the contact.\n   */\n  reportsToContactId?: string | null\n  /** The second postal address — `address` is the mailing one. */\n  otherAddress?: AglynPostalAddress | null\n  /** The person asked not to be phoned; `false` clears the flag. */\n  doNotCall?: boolean\n  /** As typed; stored as E.164, and refused when it cannot be read as a number. */\n  phone?: string\n  jobTitle?: string\n  /**\n   * One of the org's lead source values, by label (AGL-3298), or `''` to\n   * clear. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-update.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { AglynPostalAddress, ContactCustomValue } from '@aglyn/aglyn'\n\n/**\n * THE CONTACT PROFILE ROUTE'S CONTRACT (AGL-2804), in one module both halves\n * import, so the field the console sends and the field the handler reads\n * cannot drift apart.\n *\n * `crm/contact-update` is the console's one writer of a contact's facets.\n * The Firestore rules cannot tell one field of a holder's facet from another\n * — the holder is a map key a rule cannot address — so a client update may\n * not change a facet at all beyond letting a holder go, and every edit the\n * console makes to one arrives here: the record page's profile, custom\n * fields, files and campaign filing, the company page's link, and the bulk\n * bar's tags, owner and company. 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