@aglyn/plugins-crm 1.1.0 → 1.2.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.1.0",
+  "version": "1.2.0",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.1.0",
-    "@aglyn/shared-data-enums": "1.1.0",
-    "@aglyn/shared-data-mdi": "1.1.0",
-    "@aglyn/shared-ui-jsx": "1.1.0",
-    "@aglyn/shared-ui-next": "1.1.0",
-    "@aglyn/shared-ui-snackstack": "1.1.0",
-    "@aglyn/shared-util-email": "1.1.0",
-    "@aglyn/shared-util-http": "1.1.0",
-    "@aglyn/shared-util-timestamp": "1.1.0",
-    "@aglyn/shared-util-tools": "1.1.0",
-    "@aglyn/tenant-data-admin": "1.1.0",
-    "@aglyn/tenant-feature-instance": "1.1.0",
-    "@aglyn/tenant-runtime": "1.1.0",
+    "@aglyn/aglyn": "1.2.0",
+    "@aglyn/shared-data-enums": "1.2.0",
+    "@aglyn/shared-data-mdi": "1.2.0",
+    "@aglyn/shared-ui-jsx": "1.2.0",
+    "@aglyn/shared-ui-next": "1.2.0",
+    "@aglyn/shared-ui-snackstack": "1.2.0",
+    "@aglyn/shared-util-email": "1.2.0",
+    "@aglyn/shared-util-http": "1.2.0",
+    "@aglyn/shared-util-timestamp": "1.2.0",
+    "@aglyn/shared-util-tools": "1.2.0",
+    "@aglyn/tenant-data-admin": "1.2.0",
+    "@aglyn/tenant-feature-instance": "1.2.0",
+    "@aglyn/tenant-runtime": "1.2.0",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

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

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx } from "react/jsx-runtime";
-import { CRM_COLLECTIONS, dealContactRolesOf, pluginDocsHelp } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, pluginDocsHelp } from "@aglyn/aglyn";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
 import { doc, updateDoc } from "firebase/firestore";
@@ -23,7 +23,7 @@ import { useCallback, useMemo, useState } from "react";
 import { useCrmPicklist } from "../hooks/use-crm-picklist.js";
 import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
-import { companyContactRolesSave } from "../model/deal-contact-roles.js";
+import { companyContactRolesOf, companyContactRolesSave } from "../model/deal-contact-roles.js";
 import { ContactRolesEditor } from "./contact-roles-editor.js";
 /**
  * Salesforce's Account Contact Roles (AGL-4122): who at a company plays which
@@ -41,7 +41,7 @@ import { ContactRolesEditor } from "./contact-roles-editor.js";
         org
     });
     const groupId = (_ref = (_scope_consentGroup = scope.consentGroup) == null ? void 0 : _scope_consentGroup.groupId) != null ? _ref : null;
-    const roles = useMemo(()=>dealContactRolesOf(company), [
+    const roles = useMemo(()=>companyContactRolesOf(company), [
         company
     ]);
     const roleList = useCrmPicklist('opportunityContactRole', scope.orgId);
@@ -75,6 +75,8 @@ import { ContactRolesEditor } from "./contact-roles-editor.js";
             }, async ()=>{
                 await updateDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.companies, companyId), {
                     contactRoles: verdict.contactRoles,
+                    contactRoleContactIds: verdict.contactRoleContactIds,
+                    contactRoleKeys: verdict.contactRoleKeys,
                     updatedAt: new Date()
                 });
             });

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-contact-roles-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmDealContactRole,\n  dealContactRolesOf,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport { doc, updateDoc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport { companyContactRolesSave } from '../model/deal-contact-roles'\nimport { ContactRolesEditor } from './contact-roles-editor'\n\nexport interface CompanyContactRolesCardProps {\n  companyId: string\n  company: { contactRoles?: unknown }\n  /** The site the page is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  routes: CrmRoutes\n  /** The listener's verdict on the company, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * Salesforce's Account Contact Roles (AGL-4122): who at a company plays which\n * part, and who the Primary is. Separate from the roles on a deal, as there: a\n * person's part in the company is a fact about the account, and their part in\n * one deal can differ. The same list of roles serves both.\n */\nexport function CompanyContactRolesCard(props: CompanyContactRolesCardProps) {\n  const { companyId, company, hostId, org, routes, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const groupId = scope.consentGroup?.groupId ?? null\n  const roles = useMemo(() => dealContactRolesOf(company), [company])\n  const roleList = useCrmPicklist('opportunityContactRole', scope.orgId)\n  const nameOf = useCrmRecordNames({\n    orgId: scope.orgId,\n    groupId,\n    org: (org ?? null) as Record<string, unknown> | null,\n    records: roles.map((row) => ({ kind: 'contact' as const, id: row.contactId })),\n  })\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  const save = useCallback(\n    async (next: CrmDealContactRole[], done: string) => {\n      if (!scope.orgId) return false\n      const verdict = companyContactRolesSave(company, next, roleList.picklist)\n      if (verdict.ok === false) {\n        enqueueSnackbar(verdict.error, { variant: 'warning', persist: false })\n        return false\n      }\n      setBusy(true)\n      try {\n        const written = await writeGuardedBySeed(\n          { subject: 'company', unreadable, fromCache },\n          async () => {\n            await updateDoc(\n              doc(firestore, 'orgs', scope.orgId as string, CRM_COLLECTIONS.companies, companyId),\n              { contactRoles: verdict.contactRoles, updatedAt: new Date() },\n            )\n          },\n        )\n        if (!written.ok) {\n          enqueueSnackbar(written.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [scope.orgId, company, roleList.picklist, unreadable, fromCache, firestore, companyId, enqueueSnackbar],\n  )\n\n  return (\n    <ContactRolesEditor\n      noun=\"company\"\n      roles={roles}\n      busy={busy}\n      adding={adding}\n      onAddingChange={setAdding}\n      ready={Boolean(scope.orgId)}\n      hostId={hostId}\n      org={org}\n      routes={routes}\n      picklist={roleList.picklist}\n      nameOf={nameOf}\n      help={pluginDocsHelp('companies', { anchor: '#contact-roles' })}\n      emptyDescription=\"Name who at the company plays which part, one of them Primary.\"\n      save={save}\n    />\n  )\n}\nCompanyContactRolesCard.displayName = 'CompanyContactRolesCard'\n\nexport default CompanyContactRolesCard\n"],"names":["CRM_COLLECTIONS","dealContactRolesOf","pluginDocsHelp","useSnackbar","useFirestore","writeGuardedBySeed","doc","updateDoc","useCallback","useMemo","useState","useCrmPicklist","useCrmRecordNames","useCrmScope","companyContactRolesSave","ContactRolesEditor","CompanyContactRolesCard","props","scope","companyId","company","hostId","org","routes","fromCache","unreadable","firestore","enqueueSnackbar","groupId","consentGroup","roles","roleList","orgId","nameOf","records","map","row","kind","id","contactId","busy","setBusy","adding","setAdding","save","next","done","verdict","picklist","ok","error","variant","persist","written","subject","companies","contactRoles","updatedAt","Date","message","console","allowDuplicate","noun","onAddingChange","ready","Boolean","help","anchor","emptyDescription","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAEA,SACEA,eAAe,EAEfC,kBAAkB,EAClBC,cAAc,QACT,eAAc;AACrB,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,EAAEC,kBAAkB,QAAQ,iCAAgC;AACjF,SAASC,GAAG,EAAEC,SAAS,QAAQ,qBAAoB;AACnD,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,cAAc,QAAQ,+BAA2B;AAC1D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAAyBC,WAAW,QAAQ,4BAAwB;AAEpE,SAASC,uBAAuB,QAAQ,iCAA6B;AACrE,SAASC,kBAAkB,QAAQ,4BAAwB;AAc3D;;;;;CAKC,GACD,OAAO,SAASC,wBAAwBC,KAAmC;;QAKzDC;IAJhB,MAAM,EAAEC,SAAS,EAAEC,OAAO,EAAEC,MAAM,EAAEC,GAAG,EAAEC,MAAM,EAAEC,SAAS,EAAEC,UAAU,EAAE,GAAGR;IAC3E,MAAMS,YAAYtB;IAClB,MAAM,EAAEuB,eAAe,EAAE,GAAGxB;IAC5B,MAAMe,QAAQL,YAAY;QAAEQ;QAAQC;IAAI;IACxC,MAAMM,mBAAUV,sBAAAA,MAAMW,YAAY,qBAAlBX,oBAAoBU,OAAO,mBAAI;IAC/C,MAAME,QAAQrB,QAAQ,IAAMR,mBAAmBmB,UAAU;QAACA;KAAQ;IAClE,MAAMW,WAAWpB,eAAe,0BAA0BO,MAAMc,KAAK;IACrE,MAAMC,SAASrB,kBAAkB;QAC/BoB,OAAOd,MAAMc,KAAK;QAClBJ;QACAN,GAAG,EAAGA,cAAAA,MAAO;QACbY,SAASJ,MAAMK,GAAG,CAAC,CAACC,MAAS,CAAA;gBAAEC,MAAM;gBAAoBC,IAAIF,IAAIG,SAAS;YAAC,CAAA;IAC7E;IACA,MAAM,CAACC,MAAMC,QAAQ,GAAG/B,SAAS;IACjC,MAAM,CAACgC,QAAQC,UAAU,GAAGjC,SAAS;IAErC,MAAMkC,OAAOpC,YACX,OAAOqC,MAA4BC;QACjC,IAAI,CAAC5B,MAAMc,KAAK,EAAE,OAAO;QACzB,MAAMe,UAAUjC,wBAAwBM,SAASyB,MAAMd,SAASiB,QAAQ;QACxE,IAAID,QAAQE,EAAE,KAAK,OAAO;YACxBtB,gBAAgBoB,QAAQG,KAAK,EAAE;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YACpE,OAAO;QACT;QACAX,QAAQ;QACR,IAAI;YACF,MAAMY,UAAU,MAAMhD,mBACpB;gBAAEiD,SAAS;gBAAW7B;gBAAYD;YAAU,GAC5C;gBACE,MAAMjB,UACJD,IAAIoB,WAAW,QAAQR,MAAMc,KAAK,EAAYhC,gBAAgBuD,SAAS,EAAEpC,YACzE;oBAAEqC,cAAcT,QAAQS,YAAY;oBAAEC,WAAW,IAAIC;gBAAO;YAEhE;YAEF,IAAI,CAACL,QAAQJ,EAAE,EAAE;gBACftB,gBAAgB0B,QAAQM,OAAO,EAAE;oBAAER,SAAS;oBAAWC,SAAS;gBAAM;gBACtE,OAAO;YACT;YACAzB,gBAAgBmB,MAAM;gBAAEK,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOF,OAAO;YACdU,QAAQV,KAAK,CAACA;YACdvB,gBAAgB,yBAAyB;gBAAEwB,SAAS;gBAASU,gBAAgB;YAAK;YAClF,OAAO;QACT,SAAU;YACRpB,QAAQ;QACV;IACF,GACA;QAACvB,MAAMc,KAAK;QAAEZ;QAASW,SAASiB,QAAQ;QAAEvB;QAAYD;QAAWE;QAAWP;QAAWQ;KAAgB;IAGzG,qBACE,KAACZ;QACC+C,MAAK;QACLhC,OAAOA;QACPU,MAAMA;QACNE,QAAQA;QACRqB,gBAAgBpB;QAChBqB,OAAOC,QAAQ/C,MAAMc,KAAK;QAC1BX,QAAQA;QACRC,KAAKA;QACLC,QAAQA;QACRyB,UAAUjB,SAASiB,QAAQ;QAC3Bf,QAAQA;QACRiC,MAAMhE,eAAe,aAAa;YAAEiE,QAAQ;QAAiB;QAC7DC,kBAAiB;QACjBxB,MAAMA;;AAGZ;AACA5B,wBAAwBqD,WAAW,GAAG;AAEtC,eAAerD,wBAAuB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/company-contact-roles-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmDealContactRole,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport { doc, updateDoc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport { companyContactRolesOf, companyContactRolesSave } from '../model/deal-contact-roles'\nimport { ContactRolesEditor } from './contact-roles-editor'\n\nexport interface CompanyContactRolesCardProps {\n  companyId: string\n  company: { contactRoles?: unknown }\n  /** The site the page is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  routes: CrmRoutes\n  /** The listener's verdict on the company, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * Salesforce's Account Contact Roles (AGL-4122): who at a company plays which\n * part, and who the Primary is. Separate from the roles on a deal, as there: a\n * person's part in the company is a fact about the account, and their part in\n * one deal can differ. The same list of roles serves both.\n */\nexport function CompanyContactRolesCard(props: CompanyContactRolesCardProps) {\n  const { companyId, company, hostId, org, routes, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const groupId = scope.consentGroup?.groupId ?? null\n  const roles = useMemo(() => companyContactRolesOf(company), [company])\n  const roleList = useCrmPicklist('opportunityContactRole', scope.orgId)\n  const nameOf = useCrmRecordNames({\n    orgId: scope.orgId,\n    groupId,\n    org: (org ?? null) as Record<string, unknown> | null,\n    records: roles.map((row) => ({ kind: 'contact' as const, id: row.contactId })),\n  })\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  const save = useCallback(\n    async (next: CrmDealContactRole[], done: string) => {\n      if (!scope.orgId) return false\n      const verdict = companyContactRolesSave(company, next, roleList.picklist)\n      if (verdict.ok === false) {\n        enqueueSnackbar(verdict.error, { variant: 'warning', persist: false })\n        return false\n      }\n      setBusy(true)\n      try {\n        const written = await writeGuardedBySeed(\n          { subject: 'company', unreadable, fromCache },\n          async () => {\n            await updateDoc(\n              doc(firestore, 'orgs', scope.orgId as string, CRM_COLLECTIONS.companies, companyId),\n              {\n                contactRoles: verdict.contactRoles,\n                contactRoleContactIds: verdict.contactRoleContactIds,\n                contactRoleKeys: verdict.contactRoleKeys,\n                updatedAt: new Date(),\n              },\n            )\n          },\n        )\n        if (!written.ok) {\n          enqueueSnackbar(written.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [scope.orgId, company, roleList.picklist, unreadable, fromCache, firestore, companyId, enqueueSnackbar],\n  )\n\n  return (\n    <ContactRolesEditor\n      noun=\"company\"\n      roles={roles}\n      busy={busy}\n      adding={adding}\n      onAddingChange={setAdding}\n      ready={Boolean(scope.orgId)}\n      hostId={hostId}\n      org={org}\n      routes={routes}\n      picklist={roleList.picklist}\n      nameOf={nameOf}\n      help={pluginDocsHelp('companies', { anchor: '#contact-roles' })}\n      emptyDescription=\"Name who at the company plays which part, one of them Primary.\"\n      save={save}\n    />\n  )\n}\nCompanyContactRolesCard.displayName = 'CompanyContactRolesCard'\n\nexport default CompanyContactRolesCard\n"],"names":["CRM_COLLECTIONS","pluginDocsHelp","useSnackbar","useFirestore","writeGuardedBySeed","doc","updateDoc","useCallback","useMemo","useState","useCrmPicklist","useCrmRecordNames","useCrmScope","companyContactRolesOf","companyContactRolesSave","ContactRolesEditor","CompanyContactRolesCard","props","scope","companyId","company","hostId","org","routes","fromCache","unreadable","firestore","enqueueSnackbar","groupId","consentGroup","roles","roleList","orgId","nameOf","records","map","row","kind","id","contactId","busy","setBusy","adding","setAdding","save","next","done","verdict","picklist","ok","error","variant","persist","written","subject","companies","contactRoles","contactRoleContactIds","contactRoleKeys","updatedAt","Date","message","console","allowDuplicate","noun","onAddingChange","ready","Boolean","help","anchor","emptyDescription","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAEA,SACEA,eAAe,EAEfC,cAAc,QACT,eAAc;AACrB,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,EAAEC,kBAAkB,QAAQ,iCAAgC;AACjF,SAASC,GAAG,EAAEC,SAAS,QAAQ,qBAAoB;AACnD,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,cAAc,QAAQ,+BAA2B;AAC1D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAAyBC,WAAW,QAAQ,4BAAwB;AAEpE,SAASC,qBAAqB,EAAEC,uBAAuB,QAAQ,iCAA6B;AAC5F,SAASC,kBAAkB,QAAQ,4BAAwB;AAc3D;;;;;CAKC,GACD,OAAO,SAASC,wBAAwBC,KAAmC;;QAKzDC;IAJhB,MAAM,EAAEC,SAAS,EAAEC,OAAO,EAAEC,MAAM,EAAEC,GAAG,EAAEC,MAAM,EAAEC,SAAS,EAAEC,UAAU,EAAE,GAAGR;IAC3E,MAAMS,YAAYvB;IAClB,MAAM,EAAEwB,eAAe,EAAE,GAAGzB;IAC5B,MAAMgB,QAAQN,YAAY;QAAES;QAAQC;IAAI;IACxC,MAAMM,mBAAUV,sBAAAA,MAAMW,YAAY,qBAAlBX,oBAAoBU,OAAO,mBAAI;IAC/C,MAAME,QAAQtB,QAAQ,IAAMK,sBAAsBO,UAAU;QAACA;KAAQ;IACrE,MAAMW,WAAWrB,eAAe,0BAA0BQ,MAAMc,KAAK;IACrE,MAAMC,SAAStB,kBAAkB;QAC/BqB,OAAOd,MAAMc,KAAK;QAClBJ;QACAN,GAAG,EAAGA,cAAAA,MAAO;QACbY,SAASJ,MAAMK,GAAG,CAAC,CAACC,MAAS,CAAA;gBAAEC,MAAM;gBAAoBC,IAAIF,IAAIG,SAAS;YAAC,CAAA;IAC7E;IACA,MAAM,CAACC,MAAMC,QAAQ,GAAGhC,SAAS;IACjC,MAAM,CAACiC,QAAQC,UAAU,GAAGlC,SAAS;IAErC,MAAMmC,OAAOrC,YACX,OAAOsC,MAA4BC;QACjC,IAAI,CAAC5B,MAAMc,KAAK,EAAE,OAAO;QACzB,MAAMe,UAAUjC,wBAAwBM,SAASyB,MAAMd,SAASiB,QAAQ;QACxE,IAAID,QAAQE,EAAE,KAAK,OAAO;YACxBtB,gBAAgBoB,QAAQG,KAAK,EAAE;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YACpE,OAAO;QACT;QACAX,QAAQ;QACR,IAAI;YACF,MAAMY,UAAU,MAAMjD,mBACpB;gBAAEkD,SAAS;gBAAW7B;gBAAYD;YAAU,GAC5C;gBACE,MAAMlB,UACJD,IAAIqB,WAAW,QAAQR,MAAMc,KAAK,EAAYhC,gBAAgBuD,SAAS,EAAEpC,YACzE;oBACEqC,cAAcT,QAAQS,YAAY;oBAClCC,uBAAuBV,QAAQU,qBAAqB;oBACpDC,iBAAiBX,QAAQW,eAAe;oBACxCC,WAAW,IAAIC;gBACjB;YAEJ;YAEF,IAAI,CAACP,QAAQJ,EAAE,EAAE;gBACftB,gBAAgB0B,QAAQQ,OAAO,EAAE;oBAAEV,SAAS;oBAAWC,SAAS;gBAAM;gBACtE,OAAO;YACT;YACAzB,gBAAgBmB,MAAM;gBAAEK,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOF,OAAO;YACdY,QAAQZ,KAAK,CAACA;YACdvB,gBAAgB,yBAAyB;gBAAEwB,SAAS;gBAASY,gBAAgB;YAAK;YAClF,OAAO;QACT,SAAU;YACRtB,QAAQ;QACV;IACF,GACA;QAACvB,MAAMc,KAAK;QAAEZ;QAASW,SAASiB,QAAQ;QAAEvB;QAAYD;QAAWE;QAAWP;QAAWQ;KAAgB;IAGzG,qBACE,KAACZ;QACCiD,MAAK;QACLlC,OAAOA;QACPU,MAAMA;QACNE,QAAQA;QACRuB,gBAAgBtB;QAChBuB,OAAOC,QAAQjD,MAAMc,KAAK;QAC1BX,QAAQA;QACRC,KAAKA;QACLC,QAAQA;QACRyB,UAAUjB,SAASiB,QAAQ;QAC3Bf,QAAQA;QACRmC,MAAMnE,eAAe,aAAa;YAAEoE,QAAQ;QAAiB;QAC7DC,kBAAiB;QACjB1B,MAAMA;;AAGZ;AACA5B,wBAAwBuD,WAAW,GAAG;AAEtC,eAAevD,wBAAuB"}

package/src/lib/components/contact-known-by-card.d.ts

@@ -20,7 +20,8 @@ export interface ContactKnownByCardProps {
  * the person's marketing consent FOR EACH of those sites — one verdict per
  * capturing site, each naming the controller it was read for, because a
  * basis is per (person, controller) and "consented" with nobody attached
- * would be a different and false claim.
+ * would be a different and false claim. A person no site captured shows the
+ * same verdicts, one per site their consent is recorded on.
  *
  * Notes, tags, activity and commercial figures are each holder's own
  * records and are not projected here: `orgContactRow` is an allow-list for

package/src/lib/components/contact-known-by-card.js

@@ -51,7 +51,8 @@ ConsentChip.displayName = 'ConsentChip';
  * the person's marketing consent FOR EACH of those sites — one verdict per
  * capturing site, each naming the controller it was read for, because a
  * basis is per (person, controller) and "consented" with nobody attached
- * would be a different and false claim.
+ * would be a different and false claim. A person no site captured shows the
+ * same verdicts, one per site their consent is recorded on.
  *
  * Notes, tags, activity and commercial figures are each holder's own
  * records and are not projected here: `orgContactRow` is an allow-list for
@@ -128,11 +129,23 @@ ConsentChip.displayName = 'ConsentChip';
                     color: "text.secondary",
                     children: 'No site recorded'
                 }),
-                /*#__PURE__*/ _jsx(Typography, {
+                !capturedByHostIds.length && consent.length ? /*#__PURE__*/ _jsx(Stack, {
+                    useFlexGap: true,
+                    direction: "row",
+                    spacing: 1,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: consent.map((entry)=>/*#__PURE__*/ _jsx(ConsentChip, {
+                            entry: entry,
+                            siteName: mount.siteName(entry.hostId)
+                        }, entry.hostId))
+                }) : null,
+                capturedByHostIds.length ? /*#__PURE__*/ _jsx(Typography, {
                     variant: "caption",
                     color: "text.secondary",
                     children: 'The profile, notes, tags and timeline on this page are the first ' + "capturing site's. Open the person in another site to see what " + 'it holds.'
-                })
+                }) : null
             ]
         })
     });

package/src/lib/components/contact-known-by-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-known-by-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  orgContactConsentLabel,\n  orgContactRow,\n  pluginDocsHelp,\n  type OrgContactHostConsent,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useMemo } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\n\nexport interface ContactKnownByCardProps {\n  /** The document as read — the projection below is an allow-list over it. */\n  row: Record<string, unknown>\n  contactId: string\n  /** The org document, the only input that can resolve a declared consent group. */\n  org: CrmOrgDoc\n}\n\n/**\n * One consent verdict, rendered.\n *\n * The label always names the controller — `orgContactConsentLabel` is what\n * guarantees that — and the color follows the basis rather than replacing\n * it: a green chip with no name on it would be a bare \"consented\", which is\n * the claim the per-brand model exists to stop anybody making.\n */\nfunction ConsentChip(props: { entry: OrgContactHostConsent; siteName: string }) {\n  const { entry, siteName } = props\n  return (\n    <Chip\n      size=\"small\"\n      color={\n        entry.basis === 'granted'\n          ? 'success'\n          : entry.basis === 'declined'\n            ? 'error'\n            : 'default'\n      }\n      variant={entry.basis === 'unrecorded' ? 'outlined' : 'filled'}\n      label={orgContactConsentLabel(entry, siteName)}\n    />\n  )\n}\nConsentChip.displayName = 'ConsentChip'\n\n/**\n * KNOWN BY — the cross-site fact, on the organization-level record\n * (AGL-2630).\n *\n * A contact document is shared by every site that has captured the person:\n * one human who touched two of an org's sites is ONE row, which is the\n * dedupe the shared address book exists for and what makes the billing unit\n * — unique people per org — mean anything. Under a site that fact is\n * invisible on purpose: a site's hub is one holder's view. This card is the\n * one place it is shown, and it shows exactly what the old org-level\n * address book showed and nothing more: which sites know the person, and\n * the person's marketing consent FOR EACH of those sites — one verdict per\n * capturing site, each naming the controller it was read for, because a\n * basis is per (person, controller) and \"consented\" with nobody attached\n * would be a different and false claim.\n *\n * Notes, tags, activity and commercial figures are each holder's own\n * records and are not projected here: `orgContactRow` is an allow-list for\n * that reason, and the card renders nothing it did not return. The rest of\n * the record page reads through the person's PRIMARY holder; this card is\n * how a reader learns which other sites hold a profile, and the link on\n * each site is how they open it there.\n *\n * Rendered only beneath the org mount — under a site the hook answers\n * `null` and so does the card.\n */\nexport function ContactKnownByCard(props: ContactKnownByCardProps) {\n  const { row, contactId, org } = props\n  const mount = useCrmOrgMount()\n  const projected = useMemo(\n    () => orgContactRow(row, contactId, (org ?? null) as Record<string, unknown> | null),\n    [row, contactId, org],\n  )\n  if (!mount) return null\n  const { capturedByHostIds, consent } = projected\n  return (\n    <CardDisplay\n      header={'Known by'}\n      help={pluginDocsHelp('contacts', { anchor: '#known-by' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {capturedByHostIds.length ? (\n          <Stack spacing={1.5}>\n            {capturedByHostIds.map((hostId) => {\n              const entry = consent.find((verdict) => verdict.hostId === hostId)\n              const href = mount.siteHubHref(hostId)\n              const name = mount.siteName(hostId)\n              return (\n                <Stack\n                  useFlexGap\n                  key={hostId}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap' }}\n                >\n                  {/*\n                    A site whose subdomain has not resolved must still be\n                    NAMED — the relationship is real, and hiding it would\n                    understate who knows this person — but not linked,\n                    because the route would not exist; a plain span, not an\n                    anchor to nowhere. Two elements are safe here: the card\n                    mounts only once the record's listener has answered, so\n                    there is no server render for a client render to disagree\n                    with.\n                  */}\n                  {href ? (\n                    <AppLink\n                      href={`${href}/contacts/${encodeURIComponent(contactId)}`}\n                      underline=\"hover\"\n                    >\n                      {name}\n                    </AppLink>\n                  ) : (\n                    <Typography component=\"span\" variant=\"body2\">\n                      {name}\n                    </Typography>\n                  )}\n                  {entry ? <ConsentChip entry={entry} siteName={name} /> : null}\n                  {entry?.declared ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {`Consent given to ${entry.groupName ?? entry.groupId}, which ${name} is part of.`}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              )\n            })}\n          </Stack>\n        ) : (\n          /*\n           * Unattributed, not unknown. A row written before the attribution\n           * existed names no site, and reading that as \"every site\" would\n           * put a person in front of businesses that never met them.\n           */\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No site recorded'}\n          </Typography>\n        )}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'The profile, notes, tags and timeline on this page are the first ' +\n            \"capturing site's. Open the person in another site to see what \" +\n            'it holds.'}\n        </Typography>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactKnownByCard.displayName = 'ContactKnownByCard'\n\nexport default ContactKnownByCard\n"],"names":["orgContactConsentLabel","orgContactRow","pluginDocsHelp","AppLink","CardDisplay","Chip","Stack","Typography","useMemo","useCrmOrgMount","ConsentChip","props","entry","siteName","size","color","basis","variant","label","displayName","ContactKnownByCard","row","contactId","org","mount","projected","capturedByHostIds","consent","header","help","anchor","contentGutterX","contentGutterY","spacing","length","map","hostId","find","verdict","href","siteHubHref","name","useFlexGap","direction","sx","alignItems","flexWrap","encodeURIComponent","underline","component","declared","groupName","groupId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,sBAAsB,EACtBC,aAAa,EACbC,cAAc,QAET,eAAc;AACrB,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,cAAc,QAAQ,gCAA4B;AAW3D;;;;;;;CAOC,GACD,SAASC,YAAYC,KAAyD;IAC5E,MAAM,EAAEC,KAAK,EAAEC,QAAQ,EAAE,GAAGF;IAC5B,qBACE,KAACN;QACCS,MAAK;QACLC,OACEH,MAAMI,KAAK,KAAK,YACZ,YACAJ,MAAMI,KAAK,KAAK,aACd,UACA;QAERC,SAASL,MAAMI,KAAK,KAAK,eAAe,aAAa;QACrDE,OAAOlB,uBAAuBY,OAAOC;;AAG3C;AACAH,YAAYS,WAAW,GAAG;AAE1B;;;;;;;;;;;;;;;;;;;;;;;;;CAyBC,GACD,OAAO,SAASC,mBAAmBT,KAA8B;IAC/D,MAAM,EAAEU,GAAG,EAAEC,SAAS,EAAEC,GAAG,EAAE,GAAGZ;IAChC,MAAMa,QAAQf;IACd,MAAMgB,YAAYjB,QAChB,IAAMP,cAAcoB,KAAKC,WAAYC,cAAAA,MAAO,OAC5C;QAACF;QAAKC;QAAWC;KAAI;IAEvB,IAAI,CAACC,OAAO,OAAO;IACnB,MAAM,EAAEE,iBAAiB,EAAEC,OAAO,EAAE,GAAGF;IACvC,qBACE,KAACrB;QACCwB,QAAQ;QACRC,MAAM3B,eAAe,YAAY;YAAE4B,QAAQ;QAAY;QACvDC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1B;YAAM2B,SAAS;;gBACbP,kBAAkBQ,MAAM,iBACvB,KAAC5B;oBAAM2B,SAAS;8BACbP,kBAAkBS,GAAG,CAAC,CAACC;4BAqCOxB;wBApC7B,MAAMA,QAAQe,QAAQU,IAAI,CAAC,CAACC,UAAYA,QAAQF,MAAM,KAAKA;wBAC3D,MAAMG,OAAOf,MAAMgB,WAAW,CAACJ;wBAC/B,MAAMK,OAAOjB,MAAMX,QAAQ,CAACuB;wBAC5B,qBACE,MAAC9B;4BACCoC,UAAU;4BAEVC,WAAU;4BACVV,SAAS;4BACTW,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;4BAAO;;gCAY5CP,qBACC,KAACpC;oCACCoC,MAAM,GAAGA,KAAK,UAAU,EAAEQ,mBAAmBzB,YAAY;oCACzD0B,WAAU;8CAETP;mDAGH,KAAClC;oCAAW0C,WAAU;oCAAOhC,SAAQ;8CAClCwB;;gCAGJ7B,sBAAQ,KAACF;oCAAYE,OAAOA;oCAAOC,UAAU4B;qCAAW;gCACxD7B,CAAAA,yBAAAA,MAAOsC,QAAQ,kBACd,KAAC3C;oCAAWU,SAAQ;oCAAUF,OAAM;8CACjC,CAAC,iBAAiB,GAAEH,mBAAAA,MAAMuC,SAAS,YAAfvC,mBAAmBA,MAAMwC,OAAO,CAAC,QAAQ,EAAEX,KAAK,YAAY,CAAC;qCAElF;;2BAhCCL;oBAmCX;qBAGF;;;;WAIC,iBACD,KAAC7B;oBAAWU,SAAQ;oBAAQF,OAAM;8BAC/B;;8BAGL,KAACR;oBAAWU,SAAQ;oBAAUF,OAAM;8BACjC,sEACC,mEACA;;;;;AAKZ;AACAK,mBAAmBD,WAAW,GAAG;AAEjC,eAAeC,mBAAkB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-known-by-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  orgContactConsentLabel,\n  orgContactRow,\n  pluginDocsHelp,\n  type OrgContactHostConsent,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useMemo } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\n\nexport interface ContactKnownByCardProps {\n  /** The document as read — the projection below is an allow-list over it. */\n  row: Record<string, unknown>\n  contactId: string\n  /** The org document, the only input that can resolve a declared consent group. */\n  org: CrmOrgDoc\n}\n\n/**\n * One consent verdict, rendered.\n *\n * The label always names the controller — `orgContactConsentLabel` is what\n * guarantees that — and the color follows the basis rather than replacing\n * it: a green chip with no name on it would be a bare \"consented\", which is\n * the claim the per-brand model exists to stop anybody making.\n */\nfunction ConsentChip(props: { entry: OrgContactHostConsent; siteName: string }) {\n  const { entry, siteName } = props\n  return (\n    <Chip\n      size=\"small\"\n      color={\n        entry.basis === 'granted'\n          ? 'success'\n          : entry.basis === 'declined'\n            ? 'error'\n            : 'default'\n      }\n      variant={entry.basis === 'unrecorded' ? 'outlined' : 'filled'}\n      label={orgContactConsentLabel(entry, siteName)}\n    />\n  )\n}\nConsentChip.displayName = 'ConsentChip'\n\n/**\n * KNOWN BY — the cross-site fact, on the organization-level record\n * (AGL-2630).\n *\n * A contact document is shared by every site that has captured the person:\n * one human who touched two of an org's sites is ONE row, which is the\n * dedupe the shared address book exists for and what makes the billing unit\n * — unique people per org — mean anything. Under a site that fact is\n * invisible on purpose: a site's hub is one holder's view. This card is the\n * one place it is shown, and it shows exactly what the old org-level\n * address book showed and nothing more: which sites know the person, and\n * the person's marketing consent FOR EACH of those sites — one verdict per\n * capturing site, each naming the controller it was read for, because a\n * basis is per (person, controller) and \"consented\" with nobody attached\n * would be a different and false claim. A person no site captured shows the\n * same verdicts, one per site their consent is recorded on.\n *\n * Notes, tags, activity and commercial figures are each holder's own\n * records and are not projected here: `orgContactRow` is an allow-list for\n * that reason, and the card renders nothing it did not return. The rest of\n * the record page reads through the person's PRIMARY holder; this card is\n * how a reader learns which other sites hold a profile, and the link on\n * each site is how they open it there.\n *\n * Rendered only beneath the org mount — under a site the hook answers\n * `null` and so does the card.\n */\nexport function ContactKnownByCard(props: ContactKnownByCardProps) {\n  const { row, contactId, org } = props\n  const mount = useCrmOrgMount()\n  const projected = useMemo(\n    () => orgContactRow(row, contactId, (org ?? null) as Record<string, unknown> | null),\n    [row, contactId, org],\n  )\n  if (!mount) return null\n  const { capturedByHostIds, consent } = projected\n  return (\n    <CardDisplay\n      header={'Known by'}\n      help={pluginDocsHelp('contacts', { anchor: '#known-by' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {capturedByHostIds.length ? (\n          <Stack spacing={1.5}>\n            {capturedByHostIds.map((hostId) => {\n              const entry = consent.find((verdict) => verdict.hostId === hostId)\n              const href = mount.siteHubHref(hostId)\n              const name = mount.siteName(hostId)\n              return (\n                <Stack\n                  useFlexGap\n                  key={hostId}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap' }}\n                >\n                  {/*\n                    A site whose subdomain has not resolved must still be\n                    NAMED — the relationship is real, and hiding it would\n                    understate who knows this person — but not linked,\n                    because the route would not exist; a plain span, not an\n                    anchor to nowhere. Two elements are safe here: the card\n                    mounts only once the record's listener has answered, so\n                    there is no server render for a client render to disagree\n                    with.\n                  */}\n                  {href ? (\n                    <AppLink\n                      href={`${href}/contacts/${encodeURIComponent(contactId)}`}\n                      underline=\"hover\"\n                    >\n                      {name}\n                    </AppLink>\n                  ) : (\n                    <Typography component=\"span\" variant=\"body2\">\n                      {name}\n                    </Typography>\n                  )}\n                  {entry ? <ConsentChip entry={entry} siteName={name} /> : null}\n                  {entry?.declared ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {`Consent given to ${entry.groupName ?? entry.groupId}, which ${name} is part of.`}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              )\n            })}\n          </Stack>\n        ) : (\n          /*\n           * Unattributed, not unknown. A row written before the attribution\n           * existed names no site, and reading that as \"every site\" would\n           * put a person in front of businesses that never met them.\n           */\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No site recorded'}\n          </Typography>\n        )}\n        {!capturedByHostIds.length && consent.length ? (\n          <Stack useFlexGap direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap' }}>\n            {consent.map((entry) => (\n              <ConsentChip\n                key={entry.hostId}\n                entry={entry}\n                siteName={mount.siteName(entry.hostId)}\n              />\n            ))}\n          </Stack>\n        ) : null}\n        {capturedByHostIds.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The profile, notes, tags and timeline on this page are the first ' +\n              \"capturing site's. Open the person in another site to see what \" +\n              'it holds.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactKnownByCard.displayName = 'ContactKnownByCard'\n\nexport default ContactKnownByCard\n"],"names":["orgContactConsentLabel","orgContactRow","pluginDocsHelp","AppLink","CardDisplay","Chip","Stack","Typography","useMemo","useCrmOrgMount","ConsentChip","props","entry","siteName","size","color","basis","variant","label","displayName","ContactKnownByCard","row","contactId","org","mount","projected","capturedByHostIds","consent","header","help","anchor","contentGutterX","contentGutterY","spacing","length","map","hostId","find","verdict","href","siteHubHref","name","useFlexGap","direction","sx","alignItems","flexWrap","encodeURIComponent","underline","component","declared","groupName","groupId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,sBAAsB,EACtBC,aAAa,EACbC,cAAc,QAET,eAAc;AACrB,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,cAAc,QAAQ,gCAA4B;AAW3D;;;;;;;CAOC,GACD,SAASC,YAAYC,KAAyD;IAC5E,MAAM,EAAEC,KAAK,EAAEC,QAAQ,EAAE,GAAGF;IAC5B,qBACE,KAACN;QACCS,MAAK;QACLC,OACEH,MAAMI,KAAK,KAAK,YACZ,YACAJ,MAAMI,KAAK,KAAK,aACd,UACA;QAERC,SAASL,MAAMI,KAAK,KAAK,eAAe,aAAa;QACrDE,OAAOlB,uBAAuBY,OAAOC;;AAG3C;AACAH,YAAYS,WAAW,GAAG;AAE1B;;;;;;;;;;;;;;;;;;;;;;;;;;CA0BC,GACD,OAAO,SAASC,mBAAmBT,KAA8B;IAC/D,MAAM,EAAEU,GAAG,EAAEC,SAAS,EAAEC,GAAG,EAAE,GAAGZ;IAChC,MAAMa,QAAQf;IACd,MAAMgB,YAAYjB,QAChB,IAAMP,cAAcoB,KAAKC,WAAYC,cAAAA,MAAO,OAC5C;QAACF;QAAKC;QAAWC;KAAI;IAEvB,IAAI,CAACC,OAAO,OAAO;IACnB,MAAM,EAAEE,iBAAiB,EAAEC,OAAO,EAAE,GAAGF;IACvC,qBACE,KAACrB;QACCwB,QAAQ;QACRC,MAAM3B,eAAe,YAAY;YAAE4B,QAAQ;QAAY;QACvDC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1B;YAAM2B,SAAS;;gBACbP,kBAAkBQ,MAAM,iBACvB,KAAC5B;oBAAM2B,SAAS;8BACbP,kBAAkBS,GAAG,CAAC,CAACC;4BAqCOxB;wBApC7B,MAAMA,QAAQe,QAAQU,IAAI,CAAC,CAACC,UAAYA,QAAQF,MAAM,KAAKA;wBAC3D,MAAMG,OAAOf,MAAMgB,WAAW,CAACJ;wBAC/B,MAAMK,OAAOjB,MAAMX,QAAQ,CAACuB;wBAC5B,qBACE,MAAC9B;4BACCoC,UAAU;4BAEVC,WAAU;4BACVV,SAAS;4BACTW,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;4BAAO;;gCAY5CP,qBACC,KAACpC;oCACCoC,MAAM,GAAGA,KAAK,UAAU,EAAEQ,mBAAmBzB,YAAY;oCACzD0B,WAAU;8CAETP;mDAGH,KAAClC;oCAAW0C,WAAU;oCAAOhC,SAAQ;8CAClCwB;;gCAGJ7B,sBAAQ,KAACF;oCAAYE,OAAOA;oCAAOC,UAAU4B;qCAAW;gCACxD7B,CAAAA,yBAAAA,MAAOsC,QAAQ,kBACd,KAAC3C;oCAAWU,SAAQ;oCAAUF,OAAM;8CACjC,CAAC,iBAAiB,GAAEH,mBAAAA,MAAMuC,SAAS,YAAfvC,mBAAmBA,MAAMwC,OAAO,CAAC,QAAQ,EAAEX,KAAK,YAAY,CAAC;qCAElF;;2BAhCCL;oBAmCX;qBAGF;;;;WAIC,iBACD,KAAC7B;oBAAWU,SAAQ;oBAAQF,OAAM;8BAC/B;;gBAGJ,CAACW,kBAAkBQ,MAAM,IAAIP,QAAQO,MAAM,iBAC1C,KAAC5B;oBAAMoC,UAAU;oBAACC,WAAU;oBAAMV,SAAS;oBAAGW,IAAI;wBAAEE,UAAU;oBAAO;8BAClEnB,QAAQQ,GAAG,CAAC,CAACvB,sBACZ,KAACF;4BAECE,OAAOA;4BACPC,UAAUW,MAAMX,QAAQ,CAACD,MAAMwB,MAAM;2BAFhCxB,MAAMwB,MAAM;qBAMrB;gBACHV,kBAAkBQ,MAAM,iBACvB,KAAC3B;oBAAWU,SAAQ;oBAAUF,OAAM;8BACjC,sEACC,mEACA;qBAEF;;;;AAIZ;AACAK,mBAAmBD,WAAW,GAAG;AAEjC,eAAeC,mBAAkB"}

package/src/lib/hooks/use-crm-record-names.d.ts

@@ -23,8 +23,9 @@ export declare const CRM_RECORD_COLLECTIONS: Record<CrmRecordKind, string>;
  *
  * A contact's name is read through the viewing group's facet, the way the
  * people list reads it, so one business renaming a person does not change
- * what an unrelated business's task list shows; the email stands in for a
- * contact nobody has named. A company has a name and a deal a title.
+ * what an unrelated business's task list shows; the email, then the phone
+ * number, stands in for a contact nobody has named. A company has a name and
+ * a deal a title.
  */
 export declare function crmRecordName(kind: CrmRecordKind, data: Record<string, unknown> | undefined, groupId: string): string;
 /** Test seam: forget everything, so a spec's fixtures are what get read. */

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

@@ -28,14 +28,14 @@ import { contactPrimaryGroup } from "../model/contact-record.js";
  *
  * A contact's name is read through the viewing group's facet, the way the
  * people list reads it, so one business renaming a person does not change
- * what an unrelated business's task list shows; the email stands in for a
- * contact nobody has named. A company has a name and a deal a title.
+ * what an unrelated business's task list shows; the email, then the phone
+ * number, stands in for a contact nobody has named. A company has a name and
+ * a deal a title.
  */ export function crmRecordName(kind, data, groupId) {
     if (!data) return '';
     switch(kind){
         case 'contact':
-            var _data_email;
-            return contactDisplayName(data, groupId) || String((_data_email = data['email']) != null ? _data_email : '');
+            return contactDisplayName(data, groupId) || String(data['email'] || data['phone'] || '');
         case 'company':
             var _data_name;
             return String((_data_name = data['name']) != null ? _data_name : '');

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 ? 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;;;;;;;CAOC,GACD,OAAO,SAASC,cACdC,IAAmB,EACnBC,IAAyC,EACzCC,OAAe;IAEf,IAAI,CAACD,MAAM,OAAO;IAClB,OAAQD;QACN,KAAK;gBACgDC;YAAnD,OAAOjB,mBAAmBiB,MAAMC,YAAYC,QAAOF,cAAAA,IAAI,CAAC,QAAQ,YAAbA,cAAiB;QACtE,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"}
+{"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/model/deal-contact-roles.d.ts

@@ -43,16 +43,26 @@ export declare function dealContactRolesSave(deal: {
     ok: false;
     error: string;
 };
+/**
+ * The roles a company holds, as stored. A deal's reader takes the Primary from
+ * the deal's `contactId`; a company has none, so its Primary is on the row.
+ */
+export declare function companyContactRolesOf(company: {
+    contactRoles?: unknown;
+}): CrmDealContactRole[];
 /**
  * What a save of a company's card writes: the roles judged against the org's
- * list. A company has no `contactId` beside them, so nothing else moves with
- * the Primary.
+ * list, the ids a merge or an erasure finds the company by, and the keys a
+ * rename of a role does. A company has no `contactId` beside them, so nothing
+ * else moves with the Primary.
  */
 export declare function companyContactRolesSave(company: {
     contactRoles?: unknown;
 }, next: readonly CrmDealContactRole[], picklist: CrmPicklist): {
     ok: true;
     contactRoles: CrmDealContactRole[];
+    contactRoleContactIds: string[];
+    contactRoleKeys: string[];
 } | {
     ok: false;
     error: string;

package/src/lib/model/deal-contact-roles.js

@@ -14,7 +14,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { DEAL_CONTACT_ROLES_MAX, dealContactRoleFields, dealContactRolesOf, judgeDealContactRoles } from "@aglyn/aglyn";
+ */ import { crmDealContactRoleListFields, DEAL_CONTACT_ROLES_MAX, dealContactRoleFields, dealContactRolesOf, judgeDealContactRoles, readDealContactRoles } from "@aglyn/aglyn";
 /*
  * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what
  * each edit makes of the list, and the fields one save writes.
@@ -71,16 +71,28 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
         primaryChanged: fields.contactId !== before
     });
 }
+/**
+ * The roles a company holds, as stored. A deal's reader takes the Primary from
+ * the deal's `contactId`; a company has none, so its Primary is on the row.
+ */ export function companyContactRolesOf(company) {
+    return readDealContactRoles(company.contactRoles);
+}
 /**
  * What a save of a company's card writes: the roles judged against the org's
- * list. A company has no `contactId` beside them, so nothing else moves with
- * the Primary.
+ * list, the ids a merge or an erasure finds the company by, and the keys a
+ * rename of a role does. A company has no `contactId` beside them, so nothing
+ * else moves with the Primary.
  */ export function companyContactRolesSave(company, next, picklist) {
-    const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(company));
+    const judged = judgeDealContactRoles(picklist, next, companyContactRolesOf(company));
     if (judged.ok === false) return judged;
+    const { contactRoleContactIds, contactRoleKeys } = crmDealContactRoleListFields({
+        contactRoles: judged.roles
+    });
     return {
         ok: true,
-        contactRoles: judged.roles
+        contactRoles: judged.roles,
+        contactRoleContactIds,
+        contactRoleKeys
     };
 }
 

package/src/lib/model/deal-contact-roles.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-contact-roles.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 {\n  type CrmDealContactRole,\n  type CrmPicklist,\n  DEAL_CONTACT_ROLES_MAX,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  judgeDealContactRoles,\n} from '@aglyn/aglyn'\n\n/*\n * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what\n * each edit makes of the list, and the fields one save writes.\n */\n\n/** Why a contact cannot be added to the deal, or `null` when it can. */\nexport function dealContactRoleAddProblem(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  noun: 'deal' | 'company' = 'deal',\n): string | null {\n  if (!contactId) return 'Pick a contact.'\n  if (roles.some((row) => row.contactId === contactId)) {\n    return `That contact is already on this ${noun}.`\n  }\n  if (roles.length >= DEAL_CONTACT_ROLES_MAX) {\n    return `A ${noun} names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`\n  }\n  return null\n}\n\n/** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */\nexport function dealContactRolesAdded(\n  roles: readonly CrmDealContactRole[],\n  added: { contactId: string; role?: string; primary: boolean },\n): CrmDealContactRole[] {\n  const row: CrmDealContactRole = {\n    contactId: added.contactId,\n    ...(added.role ? { role: added.role } : {}),\n    primary: added.primary,\n  }\n  return [...roles.map((entry) => (added.primary ? { ...entry, primary: false } : entry)), row]\n}\n\n/** `roles` with one contact's role set — `''` for none. */\nexport function dealContactRolesWithRole(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  role: string,\n): CrmDealContactRole[] {\n  return roles.map((row) => {\n    if (row.contactId !== contactId) return row\n    return { contactId: row.contactId, ...(role ? { role } : {}), primary: row.primary }\n  })\n}\n\n/**\n * What a save of the card writes: the roles judged against the org's list\n * (a contact's current role kept), `contactId` as their Primary — `null`\n * for a field the caller deletes — and whether the Primary changed, which\n * is when the name the drawer copied beside `contactId` goes stale.\n */\nexport function dealContactRolesSave(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n):\n  | {\n      ok: true\n      contactRoles: CrmDealContactRole[]\n      contactId: string | null\n      primaryChanged: boolean\n    }\n  | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(deal))\n  if (judged.ok === false) return judged\n  const fields = dealContactRoleFields(judged.roles)\n  const before = typeof deal.contactId === 'string' && deal.contactId ? deal.contactId : null\n  return { ok: true, ...fields, primaryChanged: fields.contactId !== before }\n}\n\n/**\n * What a save of a company's card writes: the roles judged against the org's\n * list. A company has no `contactId` beside them, so nothing else moves with\n * the Primary.\n */\nexport function companyContactRolesSave(\n  company: { contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n): { ok: true; contactRoles: CrmDealContactRole[] } | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(company))\n  if (judged.ok === false) return judged\n  return { ok: true, contactRoles: judged.roles }\n}\n"],"names":["DEAL_CONTACT_ROLES_MAX","dealContactRoleFields","dealContactRolesOf","judgeDealContactRoles","dealContactRoleAddProblem","roles","contactId","noun","some","row","length","dealContactRolesAdded","added","role","primary","map","entry","dealContactRolesWithRole","dealContactRolesSave","deal","next","picklist","judged","ok","fields","before","primaryChanged","companyContactRolesSave","company","contactRoles"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAGEA,sBAAsB,EACtBC,qBAAqB,EACrBC,kBAAkB,EAClBC,qBAAqB,QAChB,eAAc;AAErB;;;CAGC,GAED,sEAAsE,GACtE,OAAO,SAASC,0BACdC,KAAoC,EACpCC,SAAiB,EACjBC,OAA2B,MAAM;IAEjC,IAAI,CAACD,WAAW,OAAO;IACvB,IAAID,MAAMG,IAAI,CAAC,CAACC,MAAQA,IAAIH,SAAS,KAAKA,YAAY;QACpD,OAAO,CAAC,gCAAgC,EAAEC,KAAK,CAAC,CAAC;IACnD;IACA,IAAIF,MAAMK,MAAM,IAAIV,wBAAwB;QAC1C,OAAO,CAAC,EAAE,EAAEO,KAAK,eAAe,EAAEP,uBAAuB,UAAU,CAAC;IACtE;IACA,OAAO;AACT;AAEA,oGAAoG,GACpG,OAAO,SAASW,sBACdN,KAAoC,EACpCO,KAA6D;IAE7D,MAAMH,MAA0B;QAC9BH,WAAWM,MAAMN,SAAS;OACtBM,MAAMC,IAAI,GAAG;QAAEA,MAAMD,MAAMC,IAAI;IAAC,IAAI,CAAC;QACzCC,SAASF,MAAME,OAAO;;IAExB,OAAO;WAAIT,MAAMU,GAAG,CAAC,CAACC,QAAWJ,MAAME,OAAO,GAAG,aAAKE;gBAAOF,SAAS;iBAAUE;QAASP;KAAI;AAC/F;AAEA,yDAAyD,GACzD,OAAO,SAASQ,yBACdZ,KAAoC,EACpCC,SAAiB,EACjBO,IAAY;IAEZ,OAAOR,MAAMU,GAAG,CAAC,CAACN;QAChB,IAAIA,IAAIH,SAAS,KAAKA,WAAW,OAAOG;QACxC,OAAO;YAAEH,WAAWG,IAAIH,SAAS;WAAMO,OAAO;YAAEA;QAAK,IAAI,CAAC;YAAIC,SAASL,IAAIK,OAAO;;IACpF;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASI,qBACdC,IAAqD,EACrDC,IAAmC,EACnCC,QAAqB;IASrB,MAAMC,SAASnB,sBAAsBkB,UAAUD,MAAMlB,mBAAmBiB;IACxE,IAAIG,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,MAAME,SAASvB,sBAAsBqB,OAAOjB,KAAK;IACjD,MAAMoB,SAAS,OAAON,KAAKb,SAAS,KAAK,YAAYa,KAAKb,SAAS,GAAGa,KAAKb,SAAS,GAAG;IACvF,OAAO;QAAEiB,IAAI;OAASC;QAAQE,gBAAgBF,OAAOlB,SAAS,KAAKmB;;AACrE;AAEA;;;;CAIC,GACD,OAAO,SAASE,wBACdC,OAAmC,EACnCR,IAAmC,EACnCC,QAAqB;IAErB,MAAMC,SAASnB,sBAAsBkB,UAAUD,MAAMlB,mBAAmB0B;IACxE,IAAIN,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,OAAO;QAAEC,IAAI;QAAMM,cAAcP,OAAOjB,KAAK;IAAC;AAChD"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-contact-roles.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 {\n  type CrmDealContactRole,\n  type CrmPicklist,\n  crmDealContactRoleListFields,\n  DEAL_CONTACT_ROLES_MAX,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  judgeDealContactRoles,\n  readDealContactRoles,\n} from '@aglyn/aglyn'\n\n/*\n * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what\n * each edit makes of the list, and the fields one save writes.\n */\n\n/** Why a contact cannot be added to the deal, or `null` when it can. */\nexport function dealContactRoleAddProblem(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  noun: 'deal' | 'company' = 'deal',\n): string | null {\n  if (!contactId) return 'Pick a contact.'\n  if (roles.some((row) => row.contactId === contactId)) {\n    return `That contact is already on this ${noun}.`\n  }\n  if (roles.length >= DEAL_CONTACT_ROLES_MAX) {\n    return `A ${noun} names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`\n  }\n  return null\n}\n\n/** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */\nexport function dealContactRolesAdded(\n  roles: readonly CrmDealContactRole[],\n  added: { contactId: string; role?: string; primary: boolean },\n): CrmDealContactRole[] {\n  const row: CrmDealContactRole = {\n    contactId: added.contactId,\n    ...(added.role ? { role: added.role } : {}),\n    primary: added.primary,\n  }\n  return [...roles.map((entry) => (added.primary ? { ...entry, primary: false } : entry)), row]\n}\n\n/** `roles` with one contact's role set — `''` for none. */\nexport function dealContactRolesWithRole(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  role: string,\n): CrmDealContactRole[] {\n  return roles.map((row) => {\n    if (row.contactId !== contactId) return row\n    return { contactId: row.contactId, ...(role ? { role } : {}), primary: row.primary }\n  })\n}\n\n/**\n * What a save of the card writes: the roles judged against the org's list\n * (a contact's current role kept), `contactId` as their Primary — `null`\n * for a field the caller deletes — and whether the Primary changed, which\n * is when the name the drawer copied beside `contactId` goes stale.\n */\nexport function dealContactRolesSave(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n):\n  | {\n      ok: true\n      contactRoles: CrmDealContactRole[]\n      contactId: string | null\n      primaryChanged: boolean\n    }\n  | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(deal))\n  if (judged.ok === false) return judged\n  const fields = dealContactRoleFields(judged.roles)\n  const before = typeof deal.contactId === 'string' && deal.contactId ? deal.contactId : null\n  return { ok: true, ...fields, primaryChanged: fields.contactId !== before }\n}\n\n/**\n * The roles a company holds, as stored. A deal's reader takes the Primary from\n * the deal's `contactId`; a company has none, so its Primary is on the row.\n */\nexport function companyContactRolesOf(company: { contactRoles?: unknown }): CrmDealContactRole[] {\n  return readDealContactRoles(company.contactRoles)\n}\n\n/**\n * What a save of a company's card writes: the roles judged against the org's\n * list, the ids a merge or an erasure finds the company by, and the keys a\n * rename of a role does. A company has no `contactId` beside them, so nothing\n * else moves with the Primary.\n */\nexport function companyContactRolesSave(\n  company: { contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n):\n  | {\n      ok: true\n      contactRoles: CrmDealContactRole[]\n      contactRoleContactIds: string[]\n      contactRoleKeys: string[]\n    }\n  | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, companyContactRolesOf(company))\n  if (judged.ok === false) return judged\n  const { contactRoleContactIds, contactRoleKeys } = crmDealContactRoleListFields({\n    contactRoles: judged.roles,\n  })\n  return { ok: true, contactRoles: judged.roles, contactRoleContactIds, contactRoleKeys }\n}\n"],"names":["crmDealContactRoleListFields","DEAL_CONTACT_ROLES_MAX","dealContactRoleFields","dealContactRolesOf","judgeDealContactRoles","readDealContactRoles","dealContactRoleAddProblem","roles","contactId","noun","some","row","length","dealContactRolesAdded","added","role","primary","map","entry","dealContactRolesWithRole","dealContactRolesSave","deal","next","picklist","judged","ok","fields","before","primaryChanged","companyContactRolesOf","company","contactRoles","companyContactRolesSave","contactRoleContactIds","contactRoleKeys"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAGEA,4BAA4B,EAC5BC,sBAAsB,EACtBC,qBAAqB,EACrBC,kBAAkB,EAClBC,qBAAqB,EACrBC,oBAAoB,QACf,eAAc;AAErB;;;CAGC,GAED,sEAAsE,GACtE,OAAO,SAASC,0BACdC,KAAoC,EACpCC,SAAiB,EACjBC,OAA2B,MAAM;IAEjC,IAAI,CAACD,WAAW,OAAO;IACvB,IAAID,MAAMG,IAAI,CAAC,CAACC,MAAQA,IAAIH,SAAS,KAAKA,YAAY;QACpD,OAAO,CAAC,gCAAgC,EAAEC,KAAK,CAAC,CAAC;IACnD;IACA,IAAIF,MAAMK,MAAM,IAAIX,wBAAwB;QAC1C,OAAO,CAAC,EAAE,EAAEQ,KAAK,eAAe,EAAER,uBAAuB,UAAU,CAAC;IACtE;IACA,OAAO;AACT;AAEA,oGAAoG,GACpG,OAAO,SAASY,sBACdN,KAAoC,EACpCO,KAA6D;IAE7D,MAAMH,MAA0B;QAC9BH,WAAWM,MAAMN,SAAS;OACtBM,MAAMC,IAAI,GAAG;QAAEA,MAAMD,MAAMC,IAAI;IAAC,IAAI,CAAC;QACzCC,SAASF,MAAME,OAAO;;IAExB,OAAO;WAAIT,MAAMU,GAAG,CAAC,CAACC,QAAWJ,MAAME,OAAO,GAAG,aAAKE;gBAAOF,SAAS;iBAAUE;QAASP;KAAI;AAC/F;AAEA,yDAAyD,GACzD,OAAO,SAASQ,yBACdZ,KAAoC,EACpCC,SAAiB,EACjBO,IAAY;IAEZ,OAAOR,MAAMU,GAAG,CAAC,CAACN;QAChB,IAAIA,IAAIH,SAAS,KAAKA,WAAW,OAAOG;QACxC,OAAO;YAAEH,WAAWG,IAAIH,SAAS;WAAMO,OAAO;YAAEA;QAAK,IAAI,CAAC;YAAIC,SAASL,IAAIK,OAAO;;IACpF;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASI,qBACdC,IAAqD,EACrDC,IAAmC,EACnCC,QAAqB;IASrB,MAAMC,SAASpB,sBAAsBmB,UAAUD,MAAMnB,mBAAmBkB;IACxE,IAAIG,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,MAAME,SAASxB,sBAAsBsB,OAAOjB,KAAK;IACjD,MAAMoB,SAAS,OAAON,KAAKb,SAAS,KAAK,YAAYa,KAAKb,SAAS,GAAGa,KAAKb,SAAS,GAAG;IACvF,OAAO;QAAEiB,IAAI;OAASC;QAAQE,gBAAgBF,OAAOlB,SAAS,KAAKmB;;AACrE;AAEA;;;CAGC,GACD,OAAO,SAASE,sBAAsBC,OAAmC;IACvE,OAAOzB,qBAAqByB,QAAQC,YAAY;AAClD;AAEA;;;;;CAKC,GACD,OAAO,SAASC,wBACdF,OAAmC,EACnCR,IAAmC,EACnCC,QAAqB;IASrB,MAAMC,SAASpB,sBAAsBmB,UAAUD,MAAMO,sBAAsBC;IAC3E,IAAIN,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,MAAM,EAAES,qBAAqB,EAAEC,eAAe,EAAE,GAAGlC,6BAA6B;QAC9E+B,cAAcP,OAAOjB,KAAK;IAC5B;IACA,OAAO;QAAEkB,IAAI;QAAMM,cAAcP,OAAOjB,KAAK;QAAE0B;QAAuBC;IAAgB;AACxF"}

package/src/lib/model/native-vocabulary.d.ts

@@ -24,6 +24,15 @@ export declare const NATIVE_CONTACT_LIFECYCLE_STAGES: string[];
 export declare const NATIVE_CRM_TASK_KINDS: string[];
 /** Every activity kind, in order. */
 export declare const NATIVE_CRM_ACTIVITY_KINDS: string[];
+/**
+ * The Material Design glyphs the console's activity timeline draws for the
+ * channels that are brands (`KIND_ICONS` in `activity-list`). Neither SF
+ * Symbols nor Material Icons carry a brand's mark, so the apps draw these
+ * paths through their SVG path icon, and the timeline shows the same marks on
+ * every platform. Copied rather than imported, because this module stays pure;
+ * `native-vocabulary.spec.ts` holds them to `@aglyn/shared-data-mdi`.
+ */
+export declare const NATIVE_CRM_ACTIVITY_ICON_PATHS: Record<string, string>;
 /** The objects custom fields are kept for. */
 export declare const NATIVE_CRM_FIELD_OBJECTS: string[];
 /** The report periods, in the console's order. */

package/src/lib/model/native-vocabulary.js

@@ -40,6 +40,19 @@ import { DEAL_CURRENCIES } from "./deal-board-model.js";
 /** Every activity kind, in order. */ export const NATIVE_CRM_ACTIVITY_KINDS = [
     ...CRM_ACTIVITY_KINDS
 ];
+/**
+ * The Material Design glyphs the console's activity timeline draws for the
+ * channels that are brands (`KIND_ICONS` in `activity-list`). Neither SF
+ * Symbols nor Material Icons carry a brand's mark, so the apps draw these
+ * paths through their SVG path icon, and the timeline shows the same marks on
+ * every platform. Copied rather than imported, because this module stays pure;
+ * `native-vocabulary.spec.ts` holds them to `@aglyn/shared-data-mdi`.
+ */ export const NATIVE_CRM_ACTIVITY_ICON_PATHS = {
+    whatsapp: 'M12.04 2C6.58 2 2.13 6.45 2.13 11.91C2.13 13.66 2.59 15.36 3.45 16.86L2.05 22L7.3 20.62C8.75 21.41 10.38 21.83 12.04 21.83C17.5 21.83 21.95 17.38 21.95 11.92C21.95 9.27 20.92 6.78 19.05 4.91C17.18 3.03 14.69 2 12.04 2M12.05 3.67C14.25 3.67 16.31 4.53 17.87 6.09C19.42 7.65 20.28 9.72 20.28 11.92C20.28 16.46 16.58 20.15 12.04 20.15C10.56 20.15 9.11 19.76 7.85 19L7.55 18.83L4.43 19.65L5.26 16.61L5.06 16.29C4.24 15 3.8 13.47 3.8 11.91C3.81 7.37 7.5 3.67 12.05 3.67M8.53 7.33C8.37 7.33 8.1 7.39 7.87 7.64C7.65 7.89 7 8.5 7 9.71C7 10.93 7.89 12.1 8 12.27C8.14 12.44 9.76 14.94 12.25 16C12.84 16.27 13.3 16.42 13.66 16.53C14.25 16.72 14.79 16.69 15.22 16.63C15.7 16.56 16.68 16.03 16.89 15.45C17.1 14.87 17.1 14.38 17.04 14.27C16.97 14.17 16.81 14.11 16.56 14C16.31 13.86 15.09 13.26 14.87 13.18C14.64 13.1 14.5 13.06 14.31 13.3C14.15 13.55 13.67 14.11 13.53 14.27C13.38 14.44 13.24 14.46 13 14.34C12.74 14.21 11.94 13.95 11 13.11C10.26 12.45 9.77 11.64 9.62 11.39C9.5 11.15 9.61 11 9.73 10.89C9.84 10.78 10 10.6 10.1 10.45C10.23 10.31 10.27 10.2 10.35 10.04C10.43 9.87 10.39 9.73 10.33 9.61C10.27 9.5 9.77 8.26 9.56 7.77C9.36 7.29 9.16 7.35 9 7.34C8.86 7.34 8.7 7.33 8.53 7.33Z',
+    messenger: 'M12,2C6.36,2 2,6.13 2,11.7C2,14.61 3.19,17.14 5.14,18.87C5.3,19 5.4,19.22 5.41,19.44L5.46,21.22C5.5,21.79 6.07,22.16 6.59,21.93L8.57,21.06C8.74,21 8.93,20.97 9.1,21C10,21.27 11,21.4 12,21.4C17.64,21.4 22,17.27 22,11.7C22,6.13 17.64,2 12,2M18,9.46L15.07,14.13C14.6,14.86 13.6,15.05 12.9,14.5L10.56,12.77C10.35,12.61 10.05,12.61 9.84,12.77L6.68,15.17C6.26,15.5 5.71,15 6,14.54L8.93,9.87C9.4,9.14 10.4,8.95 11.1,9.47L13.44,11.23C13.66,11.39 13.95,11.39 14.16,11.23L17.32,8.83C17.74,8.5 18.29,9 18,9.46Z',
+    instagram: 'M7.8,2H16.2C19.4,2 22,4.6 22,7.8V16.2A5.8,5.8 0 0,1 16.2,22H7.8C4.6,22 2,19.4 2,16.2V7.8A5.8,5.8 0 0,1 7.8,2M7.6,4A3.6,3.6 0 0,0 4,7.6V16.4C4,18.39 5.61,20 7.6,20H16.4A3.6,3.6 0 0,0 20,16.4V7.6C20,5.61 18.39,4 16.4,4H7.6M17.25,5.5A1.25,1.25 0 0,1 18.5,6.75A1.25,1.25 0 0,1 17.25,8A1.25,1.25 0 0,1 16,6.75A1.25,1.25 0 0,1 17.25,5.5M12,7A5,5 0 0,1 17,12A5,5 0 0,1 12,17A5,5 0 0,1 7,12A5,5 0 0,1 12,7M12,9A3,3 0 0,0 9,12A3,3 0 0,0 12,15A3,3 0 0,0 15,12A3,3 0 0,0 12,9Z',
+    linkedin: 'M19 3A2 2 0 0 1 21 5V19A2 2 0 0 1 19 21H5A2 2 0 0 1 3 19V5A2 2 0 0 1 5 3H19M18.5 18.5V13.2A3.26 3.26 0 0 0 15.24 9.94C14.39 9.94 13.4 10.46 12.92 11.24V10.13H10.13V18.5H12.92V13.57C12.92 12.8 13.54 12.17 14.31 12.17A1.4 1.4 0 0 1 15.71 13.57V18.5H18.5M6.88 8.56A1.68 1.68 0 0 0 8.56 6.88C8.56 5.95 7.81 5.19 6.88 5.19A1.69 1.69 0 0 0 5.19 6.88C5.19 7.81 5.95 8.56 6.88 8.56M8.27 18.5V10.13H5.5V18.5H8.27Z'
+};
 /** The objects custom fields are kept for. */ export const NATIVE_CRM_FIELD_OBJECTS = [
     ...CRM_FIELD_OBJECTS
 ];

package/src/lib/model/native-vocabulary.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/native-vocabulary.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 * THE CRM'S VOCABULARIES, FLAT, FOR THE NATIVE APPS (AGL-3669).\n *\n * The console reads these off `as const` tuples and typed definitions,\n * shapes the native contracts generator does not translate. Each value here\n * is the same data re-read as plain arrays and maps; nothing in the web\n * apps imports this file, so it adds nothing to their bundles.\n */\n\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  CRM_ACTIVITY_DIRECTIONS,\n  CRM_ACTIVITY_KINDS,\n  CRM_FIELD_OBJECTS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_STATUSES,\n  CRM_PICKLIST_DEFINITIONS,\n  CRM_TASK_KINDS,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CONTACT_FIELD_DEFAULT_CURRENCY,\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  currencyFractionDigits,\n} from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport { CRM_REPORT_PERIODS } from './crm-reports'\nimport { DEAL_CURRENCIES } from './deal-board-model'\n\n/** Every lead status, in the console's order. */\nexport const NATIVE_CRM_LEAD_STATUSES: string[] = [...CRM_LEAD_STATUSES]\n\n/** The statuses a lead still needs working in. */\nexport const NATIVE_CRM_LEAD_OPEN_STATUSES: string[] = [...CRM_LEAD_OPEN_STATUSES]\n\n/** Every contact lifecycle stage, in order. */\nexport const NATIVE_CONTACT_LIFECYCLE_STAGES: string[] = [...CONTACT_LIFECYCLE_STAGES]\n\n/** Every task kind, in order. */\nexport const NATIVE_CRM_TASK_KINDS: string[] = [...CRM_TASK_KINDS]\n\n/** Every activity kind, in order. */\nexport const NATIVE_CRM_ACTIVITY_KINDS: string[] = [...CRM_ACTIVITY_KINDS]\n\n/** The objects custom fields are kept for. */\nexport const NATIVE_CRM_FIELD_OBJECTS: string[] = [...CRM_FIELD_OBJECTS]\n\n/** The report periods, in the console's order. */\nexport const NATIVE_CRM_REPORT_PERIODS: string[] = [...CRM_REPORT_PERIODS]\n\n/** The directions an activity of each kind can take. */\nexport const NATIVE_CRM_ACTIVITY_DIRECTIONS: Record<string, string[]> = Object.fromEntries(\n  Object.entries(CRM_ACTIVITY_DIRECTIONS).map(([kind, directions]) => [kind, [...(directions ?? [])]]),\n)\n\n/** One picklist as the native pickers start it: its id, label, object and standard labels. */\nexport interface NativeCrmPicklist {\n  id: string\n  label: string\n  object: string\n  standardLabels: string[]\n}\n\n/** Every picklist the CRM keeps, with the labels a workspace starts with. */\nexport const NATIVE_CRM_PICKLISTS: NativeCrmPicklist[] = CRM_PICKLIST_DEFINITIONS.map((definition) => ({\n  id: definition.id,\n  label: definition.label,\n  object: definition.object,\n  standardLabels: definition.standardValues.map((value) => value.label),\n}))\n\n/** Every custom field type, in the order the console's field drawer lists them (AGL-3971). */\nexport const NATIVE_CRM_FIELD_TYPES: string[] = [...CONTACT_FIELD_TYPES]\n\n/** How each custom field type reads, the console's own words. */\nexport const NATIVE_CRM_FIELD_TYPE_LABELS: Record<string, string> = { ...CONTACT_FIELD_TYPE_LABELS }\n\n/** The currencies a currency field's picker offers: the deal amount picker's list, lowercase ISO 4217. */\nexport const NATIVE_CRM_FIELD_CURRENCIES: string[] = [...DEAL_CURRENCIES]\n\n/** The currency a currency field is in when it names none. */\nexport const NATIVE_CRM_FIELD_DEFAULT_CURRENCY: string = CONTACT_FIELD_DEFAULT_CURRENCY\n\n/**\n * How many decimals each currency's minor unit has where it is not two, as\n * the console's `Intl` reads them (`currencyFractionDigits`): JPY, KRW and\n * VND 0; BHD, KWD and OMR 3. A code not listed has two, as the console's\n * fallback does.\n */\nexport const NATIVE_CURRENCY_FRACTION_DIGITS: Record<string, number> = Object.fromEntries(\n  Intl.supportedValuesOf('currency')\n    .map((code) => [code.toLowerCase(), currencyFractionDigits(code)] as const)\n    .filter(([, digits]) => digits !== 2),\n)\n"],"names":["CONTACT_LIFECYCLE_STAGES","CRM_ACTIVITY_DIRECTIONS","CRM_ACTIVITY_KINDS","CRM_FIELD_OBJECTS","CRM_LEAD_OPEN_STATUSES","CRM_LEAD_STATUSES","CRM_PICKLIST_DEFINITIONS","CRM_TASK_KINDS","CONTACT_FIELD_DEFAULT_CURRENCY","CONTACT_FIELD_TYPE_LABELS","CONTACT_FIELD_TYPES","currencyFractionDigits","CRM_REPORT_PERIODS","DEAL_CURRENCIES","NATIVE_CRM_LEAD_STATUSES","NATIVE_CRM_LEAD_OPEN_STATUSES","NATIVE_CONTACT_LIFECYCLE_STAGES","NATIVE_CRM_TASK_KINDS","NATIVE_CRM_ACTIVITY_KINDS","NATIVE_CRM_FIELD_OBJECTS","NATIVE_CRM_REPORT_PERIODS","NATIVE_CRM_ACTIVITY_DIRECTIONS","Object","fromEntries","entries","map","kind","directions","NATIVE_CRM_PICKLISTS","definition","id","label","object","standardLabels","standardValues","value","NATIVE_CRM_FIELD_TYPES","NATIVE_CRM_FIELD_TYPE_LABELS","NATIVE_CRM_FIELD_CURRENCIES","NATIVE_CRM_FIELD_DEFAULT_CURRENCY","NATIVE_CURRENCY_FRACTION_DIGITS","Intl","supportedValuesOf","code","toLowerCase","filter","digits"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;CAOC,GAED,SACEA,wBAAwB,EACxBC,uBAAuB,EACvBC,kBAAkB,EAClBC,iBAAiB,EACjBC,sBAAsB,EACtBC,iBAAiB,EACjBC,wBAAwB,EACxBC,cAAc,QACT,6BAA4B;AACnC,SACEC,8BAA8B,EAC9BC,yBAAyB,EACzBC,mBAAmB,EACnBC,sBAAsB,QACjB,+CAA8C;AACrD,SAASC,kBAAkB,QAAQ,mBAAe;AAClD,SAASC,eAAe,QAAQ,wBAAoB;AAEpD,+CAA+C,GAC/C,OAAO,MAAMC,2BAAqC;OAAIT;CAAkB,CAAA;AAExE,gDAAgD,GAChD,OAAO,MAAMU,gCAA0C;OAAIX;CAAuB,CAAA;AAElF,6CAA6C,GAC7C,OAAO,MAAMY,kCAA4C;OAAIhB;CAAyB,CAAA;AAEtF,+BAA+B,GAC/B,OAAO,MAAMiB,wBAAkC;OAAIV;CAAe,CAAA;AAElE,mCAAmC,GACnC,OAAO,MAAMW,4BAAsC;OAAIhB;CAAmB,CAAA;AAE1E,4CAA4C,GAC5C,OAAO,MAAMiB,2BAAqC;OAAIhB;CAAkB,CAAA;AAExE,gDAAgD,GAChD,OAAO,MAAMiB,4BAAsC;OAAIR;CAAmB,CAAA;AAE1E,sDAAsD,GACtD,OAAO,MAAMS,iCAA2DC,OAAOC,WAAW,CACxFD,OAAOE,OAAO,CAACvB,yBAAyBwB,GAAG,CAAC,CAAC,CAACC,MAAMC,WAAW,GAAK;QAACD;QAAM;eAAKC,qBAAAA,aAAc,EAAE;SAAE;KAAC,GACpG;AAUD,2EAA2E,GAC3E,OAAO,MAAMC,uBAA4CtB,yBAAyBmB,GAAG,CAAC,CAACI,aAAgB,CAAA;QACrGC,IAAID,WAAWC,EAAE;QACjBC,OAAOF,WAAWE,KAAK;QACvBC,QAAQH,WAAWG,MAAM;QACzBC,gBAAgBJ,WAAWK,cAAc,CAACT,GAAG,CAAC,CAACU,QAAUA,MAAMJ,KAAK;IACtE,CAAA,GAAG;AAEH,4FAA4F,GAC5F,OAAO,MAAMK,yBAAmC;OAAI1B;CAAoB,CAAA;AAExE,+DAA+D,GAC/D,OAAO,MAAM2B,+BAAuD,aAAK5B,2BAA2B;AAEpG,wGAAwG,GACxG,OAAO,MAAM6B,8BAAwC;OAAIzB;CAAgB,CAAA;AAEzE,4DAA4D,GAC5D,OAAO,MAAM0B,oCAA4C/B,+BAA8B;AAEvF;;;;;CAKC,GACD,OAAO,MAAMgC,kCAA0DlB,OAAOC,WAAW,CACvFkB,KAAKC,iBAAiB,CAAC,YACpBjB,GAAG,CAAC,CAACkB,OAAS;QAACA,KAAKC,WAAW;QAAIjC,uBAAuBgC;KAAM,EAChEE,MAAM,CAAC,CAAC,GAAGC,OAAO,GAAKA,WAAW,IACtC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/native-vocabulary.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 * THE CRM'S VOCABULARIES, FLAT, FOR THE NATIVE APPS (AGL-3669).\n *\n * The console reads these off `as const` tuples and typed definitions,\n * shapes the native contracts generator does not translate. Each value here\n * is the same data re-read as plain arrays and maps; nothing in the web\n * apps imports this file, so it adds nothing to their bundles.\n */\n\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  CRM_ACTIVITY_DIRECTIONS,\n  CRM_ACTIVITY_KINDS,\n  CRM_FIELD_OBJECTS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_STATUSES,\n  CRM_PICKLIST_DEFINITIONS,\n  CRM_TASK_KINDS,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CONTACT_FIELD_DEFAULT_CURRENCY,\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  currencyFractionDigits,\n} from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport { CRM_REPORT_PERIODS } from './crm-reports'\nimport { DEAL_CURRENCIES } from './deal-board-model'\n\n/** Every lead status, in the console's order. */\nexport const NATIVE_CRM_LEAD_STATUSES: string[] = [...CRM_LEAD_STATUSES]\n\n/** The statuses a lead still needs working in. */\nexport const NATIVE_CRM_LEAD_OPEN_STATUSES: string[] = [...CRM_LEAD_OPEN_STATUSES]\n\n/** Every contact lifecycle stage, in order. */\nexport const NATIVE_CONTACT_LIFECYCLE_STAGES: string[] = [...CONTACT_LIFECYCLE_STAGES]\n\n/** Every task kind, in order. */\nexport const NATIVE_CRM_TASK_KINDS: string[] = [...CRM_TASK_KINDS]\n\n/** Every activity kind, in order. */\nexport const NATIVE_CRM_ACTIVITY_KINDS: string[] = [...CRM_ACTIVITY_KINDS]\n\n/**\n * The Material Design glyphs the console's activity timeline draws for the\n * channels that are brands (`KIND_ICONS` in `activity-list`). Neither SF\n * Symbols nor Material Icons carry a brand's mark, so the apps draw these\n * paths through their SVG path icon, and the timeline shows the same marks on\n * every platform. Copied rather than imported, because this module stays pure;\n * `native-vocabulary.spec.ts` holds them to `@aglyn/shared-data-mdi`.\n */\nexport const NATIVE_CRM_ACTIVITY_ICON_PATHS: Record<string, string> = {\n  whatsapp:\n    'M12.04 2C6.58 2 2.13 6.45 2.13 11.91C2.13 13.66 2.59 15.36 3.45 16.86L2.05 22L7.3 20.62C8.75 21.41 10.38 21.83 12.04 21.83C17.5 21.83 21.95 17.38 21.95 11.92C21.95 9.27 20.92 6.78 19.05 4.91C17.18 3.03 14.69 2 12.04 2M12.05 3.67C14.25 3.67 16.31 4.53 17.87 6.09C19.42 7.65 20.28 9.72 20.28 11.92C20.28 16.46 16.58 20.15 12.04 20.15C10.56 20.15 9.11 19.76 7.85 19L7.55 18.83L4.43 19.65L5.26 16.61L5.06 16.29C4.24 15 3.8 13.47 3.8 11.91C3.81 7.37 7.5 3.67 12.05 3.67M8.53 7.33C8.37 7.33 8.1 7.39 7.87 7.64C7.65 7.89 7 8.5 7 9.71C7 10.93 7.89 12.1 8 12.27C8.14 12.44 9.76 14.94 12.25 16C12.84 16.27 13.3 16.42 13.66 16.53C14.25 16.72 14.79 16.69 15.22 16.63C15.7 16.56 16.68 16.03 16.89 15.45C17.1 14.87 17.1 14.38 17.04 14.27C16.97 14.17 16.81 14.11 16.56 14C16.31 13.86 15.09 13.26 14.87 13.18C14.64 13.1 14.5 13.06 14.31 13.3C14.15 13.55 13.67 14.11 13.53 14.27C13.38 14.44 13.24 14.46 13 14.34C12.74 14.21 11.94 13.95 11 13.11C10.26 12.45 9.77 11.64 9.62 11.39C9.5 11.15 9.61 11 9.73 10.89C9.84 10.78 10 10.6 10.1 10.45C10.23 10.31 10.27 10.2 10.35 10.04C10.43 9.87 10.39 9.73 10.33 9.61C10.27 9.5 9.77 8.26 9.56 7.77C9.36 7.29 9.16 7.35 9 7.34C8.86 7.34 8.7 7.33 8.53 7.33Z',\n  messenger:\n    'M12,2C6.36,2 2,6.13 2,11.7C2,14.61 3.19,17.14 5.14,18.87C5.3,19 5.4,19.22 5.41,19.44L5.46,21.22C5.5,21.79 6.07,22.16 6.59,21.93L8.57,21.06C8.74,21 8.93,20.97 9.1,21C10,21.27 11,21.4 12,21.4C17.64,21.4 22,17.27 22,11.7C22,6.13 17.64,2 12,2M18,9.46L15.07,14.13C14.6,14.86 13.6,15.05 12.9,14.5L10.56,12.77C10.35,12.61 10.05,12.61 9.84,12.77L6.68,15.17C6.26,15.5 5.71,15 6,14.54L8.93,9.87C9.4,9.14 10.4,8.95 11.1,9.47L13.44,11.23C13.66,11.39 13.95,11.39 14.16,11.23L17.32,8.83C17.74,8.5 18.29,9 18,9.46Z',\n  instagram:\n    'M7.8,2H16.2C19.4,2 22,4.6 22,7.8V16.2A5.8,5.8 0 0,1 16.2,22H7.8C4.6,22 2,19.4 2,16.2V7.8A5.8,5.8 0 0,1 7.8,2M7.6,4A3.6,3.6 0 0,0 4,7.6V16.4C4,18.39 5.61,20 7.6,20H16.4A3.6,3.6 0 0,0 20,16.4V7.6C20,5.61 18.39,4 16.4,4H7.6M17.25,5.5A1.25,1.25 0 0,1 18.5,6.75A1.25,1.25 0 0,1 17.25,8A1.25,1.25 0 0,1 16,6.75A1.25,1.25 0 0,1 17.25,5.5M12,7A5,5 0 0,1 17,12A5,5 0 0,1 12,17A5,5 0 0,1 7,12A5,5 0 0,1 12,7M12,9A3,3 0 0,0 9,12A3,3 0 0,0 12,15A3,3 0 0,0 15,12A3,3 0 0,0 12,9Z',\n  linkedin:\n    'M19 3A2 2 0 0 1 21 5V19A2 2 0 0 1 19 21H5A2 2 0 0 1 3 19V5A2 2 0 0 1 5 3H19M18.5 18.5V13.2A3.26 3.26 0 0 0 15.24 9.94C14.39 9.94 13.4 10.46 12.92 11.24V10.13H10.13V18.5H12.92V13.57C12.92 12.8 13.54 12.17 14.31 12.17A1.4 1.4 0 0 1 15.71 13.57V18.5H18.5M6.88 8.56A1.68 1.68 0 0 0 8.56 6.88C8.56 5.95 7.81 5.19 6.88 5.19A1.69 1.69 0 0 0 5.19 6.88C5.19 7.81 5.95 8.56 6.88 8.56M8.27 18.5V10.13H5.5V18.5H8.27Z',\n}\n\n/** The objects custom fields are kept for. */\nexport const NATIVE_CRM_FIELD_OBJECTS: string[] = [...CRM_FIELD_OBJECTS]\n\n/** The report periods, in the console's order. */\nexport const NATIVE_CRM_REPORT_PERIODS: string[] = [...CRM_REPORT_PERIODS]\n\n/** The directions an activity of each kind can take. */\nexport const NATIVE_CRM_ACTIVITY_DIRECTIONS: Record<string, string[]> = Object.fromEntries(\n  Object.entries(CRM_ACTIVITY_DIRECTIONS).map(([kind, directions]) => [kind, [...(directions ?? [])]]),\n)\n\n/** One picklist as the native pickers start it: its id, label, object and standard labels. */\nexport interface NativeCrmPicklist {\n  id: string\n  label: string\n  object: string\n  standardLabels: string[]\n}\n\n/** Every picklist the CRM keeps, with the labels a workspace starts with. */\nexport const NATIVE_CRM_PICKLISTS: NativeCrmPicklist[] = CRM_PICKLIST_DEFINITIONS.map((definition) => ({\n  id: definition.id,\n  label: definition.label,\n  object: definition.object,\n  standardLabels: definition.standardValues.map((value) => value.label),\n}))\n\n/** Every custom field type, in the order the console's field drawer lists them (AGL-3971). */\nexport const NATIVE_CRM_FIELD_TYPES: string[] = [...CONTACT_FIELD_TYPES]\n\n/** How each custom field type reads, the console's own words. */\nexport const NATIVE_CRM_FIELD_TYPE_LABELS: Record<string, string> = { ...CONTACT_FIELD_TYPE_LABELS }\n\n/** The currencies a currency field's picker offers: the deal amount picker's list, lowercase ISO 4217. */\nexport const NATIVE_CRM_FIELD_CURRENCIES: string[] = [...DEAL_CURRENCIES]\n\n/** The currency a currency field is in when it names none. */\nexport const NATIVE_CRM_FIELD_DEFAULT_CURRENCY: string = CONTACT_FIELD_DEFAULT_CURRENCY\n\n/**\n * How many decimals each currency's minor unit has where it is not two, as\n * the console's `Intl` reads them (`currencyFractionDigits`): JPY, KRW and\n * VND 0; BHD, KWD and OMR 3. A code not listed has two, as the console's\n * fallback does.\n */\nexport const NATIVE_CURRENCY_FRACTION_DIGITS: Record<string, number> = Object.fromEntries(\n  Intl.supportedValuesOf('currency')\n    .map((code) => [code.toLowerCase(), currencyFractionDigits(code)] as const)\n    .filter(([, digits]) => digits !== 2),\n)\n"],"names":["CONTACT_LIFECYCLE_STAGES","CRM_ACTIVITY_DIRECTIONS","CRM_ACTIVITY_KINDS","CRM_FIELD_OBJECTS","CRM_LEAD_OPEN_STATUSES","CRM_LEAD_STATUSES","CRM_PICKLIST_DEFINITIONS","CRM_TASK_KINDS","CONTACT_FIELD_DEFAULT_CURRENCY","CONTACT_FIELD_TYPE_LABELS","CONTACT_FIELD_TYPES","currencyFractionDigits","CRM_REPORT_PERIODS","DEAL_CURRENCIES","NATIVE_CRM_LEAD_STATUSES","NATIVE_CRM_LEAD_OPEN_STATUSES","NATIVE_CONTACT_LIFECYCLE_STAGES","NATIVE_CRM_TASK_KINDS","NATIVE_CRM_ACTIVITY_KINDS","NATIVE_CRM_ACTIVITY_ICON_PATHS","whatsapp","messenger","instagram","linkedin","NATIVE_CRM_FIELD_OBJECTS","NATIVE_CRM_REPORT_PERIODS","NATIVE_CRM_ACTIVITY_DIRECTIONS","Object","fromEntries","entries","map","kind","directions","NATIVE_CRM_PICKLISTS","definition","id","label","object","standardLabels","standardValues","value","NATIVE_CRM_FIELD_TYPES","NATIVE_CRM_FIELD_TYPE_LABELS","NATIVE_CRM_FIELD_CURRENCIES","NATIVE_CRM_FIELD_DEFAULT_CURRENCY","NATIVE_CURRENCY_FRACTION_DIGITS","Intl","supportedValuesOf","code","toLowerCase","filter","digits"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;CAOC,GAED,SACEA,wBAAwB,EACxBC,uBAAuB,EACvBC,kBAAkB,EAClBC,iBAAiB,EACjBC,sBAAsB,EACtBC,iBAAiB,EACjBC,wBAAwB,EACxBC,cAAc,QACT,6BAA4B;AACnC,SACEC,8BAA8B,EAC9BC,yBAAyB,EACzBC,mBAAmB,EACnBC,sBAAsB,QACjB,+CAA8C;AACrD,SAASC,kBAAkB,QAAQ,mBAAe;AAClD,SAASC,eAAe,QAAQ,wBAAoB;AAEpD,+CAA+C,GAC/C,OAAO,MAAMC,2BAAqC;OAAIT;CAAkB,CAAA;AAExE,gDAAgD,GAChD,OAAO,MAAMU,gCAA0C;OAAIX;CAAuB,CAAA;AAElF,6CAA6C,GAC7C,OAAO,MAAMY,kCAA4C;OAAIhB;CAAyB,CAAA;AAEtF,+BAA+B,GAC/B,OAAO,MAAMiB,wBAAkC;OAAIV;CAAe,CAAA;AAElE,mCAAmC,GACnC,OAAO,MAAMW,4BAAsC;OAAIhB;CAAmB,CAAA;AAE1E;;;;;;;CAOC,GACD,OAAO,MAAMiB,iCAAyD;IACpEC,UACE;IACFC,WACE;IACFC,WACE;IACFC,UACE;AACJ,EAAC;AAED,4CAA4C,GAC5C,OAAO,MAAMC,2BAAqC;OAAIrB;CAAkB,CAAA;AAExE,gDAAgD,GAChD,OAAO,MAAMsB,4BAAsC;OAAIb;CAAmB,CAAA;AAE1E,sDAAsD,GACtD,OAAO,MAAMc,iCAA2DC,OAAOC,WAAW,CACxFD,OAAOE,OAAO,CAAC5B,yBAAyB6B,GAAG,CAAC,CAAC,CAACC,MAAMC,WAAW,GAAK;QAACD;QAAM;eAAKC,qBAAAA,aAAc,EAAE;SAAE;KAAC,GACpG;AAUD,2EAA2E,GAC3E,OAAO,MAAMC,uBAA4C3B,yBAAyBwB,GAAG,CAAC,CAACI,aAAgB,CAAA;QACrGC,IAAID,WAAWC,EAAE;QACjBC,OAAOF,WAAWE,KAAK;QACvBC,QAAQH,WAAWG,MAAM;QACzBC,gBAAgBJ,WAAWK,cAAc,CAACT,GAAG,CAAC,CAACU,QAAUA,MAAMJ,KAAK;IACtE,CAAA,GAAG;AAEH,4FAA4F,GAC5F,OAAO,MAAMK,yBAAmC;OAAI/B;CAAoB,CAAA;AAExE,+DAA+D,GAC/D,OAAO,MAAMgC,+BAAuD,aAAKjC,2BAA2B;AAEpG,wGAAwG,GACxG,OAAO,MAAMkC,8BAAwC;OAAI9B;CAAgB,CAAA;AAEzE,4DAA4D,GAC5D,OAAO,MAAM+B,oCAA4CpC,+BAA8B;AAEvF;;;;;CAKC,GACD,OAAO,MAAMqC,kCAA0DlB,OAAOC,WAAW,CACvFkB,KAAKC,iBAAiB,CAAC,YACpBjB,GAAG,CAAC,CAACkB,OAAS;QAACA,KAAKC,WAAW;QAAItC,uBAAuBqC;KAAM,EAChEE,MAAM,CAAC,CAAC,GAAGC,OAAO,GAAKA,WAAW,IACtC"}

package/src/lib/server/deal-contact-roles.d.ts

@@ -23,5 +23,7 @@
  * there, which is how a deal named a deleted contact before roles existed.
  */
 export declare function sweepDealContactRoles(firestore: FirebaseFirestore.Firestore, deals: FirebaseFirestore.CollectionReference, contactId: string, to: string | null, label: string): Promise<number>;
+/** One company's update once `contactId` is moved to `to`, or taken off for `null`. */
+export declare function companyContactRolesUpdate(company: Record<string, unknown>, contactId: string, to: string | null): Record<string, unknown>;
 /** One deal's update once `contactId` is moved to `to`, or taken off for `null`. */
 export declare function dealContactRolesUpdate(deal: Record<string, unknown>, contactId: string, to: string | null): Record<string, unknown>;

package/src/lib/server/deal-contact-roles.js

@@ -14,7 +14,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { crmListFieldsPatch, dealContactRoleFields, dealContactRolesOf, dealContactRolesRepointed, dealContactRolesWithout } from "@aglyn/aglyn/app-utils/crm";
+ */ import { CRM_COLLECTIONS, crmDealContactRoleListFields, crmListFieldsPatch, dealContactRoleFields, dealContactRolesOf, dealContactRolesRepointed, dealContactRolesWithout, readDealContactRoles } from "@aglyn/aglyn/app-utils/crm";
 import { FieldValue } from "firebase-admin/firestore";
 /**
  * A CONTACT LEAVING THE DEALS IT IS ON (AGL-3521): Salesforce's Opportunity
@@ -29,6 +29,9 @@ import { FieldValue } from "firebase-admin/firestore";
  * (`dealContactRolesWithout` / `dealContactRolesRepointed`), its Primary and
  * `contactId` written together and its list fields restamped, so a written
  * deal falls out of both queries and the next pass finds only what is left.
+ *
+ * A company's Account Contact Roles (AGL-4122) follow the same person, so the
+ * sweep takes them too and no caller has to remember them.
  */ /** How many deals one pass reads, and one batch writes. */ const PAGE = 400;
 /** A ceiling on passes, so a query that keeps answering cannot loop forever. */ const PASSES = 25;
 /**
@@ -39,7 +42,9 @@ import { FieldValue } from "firebase-admin/firestore";
  * stops: a deal still naming the contact reads it as a person who is not
  * there, which is how a deal named a deleted contact before roles existed.
  */ export async function sweepDealContactRoles(firestore, deals, contactId, to, label) {
+    var _deals_parent;
     if (!contactId || contactId === to) return 0;
+    await sweepCompanyContactRoles(firestore, (_deals_parent = deals.parent) == null ? void 0 : _deals_parent.collection(CRM_COLLECTIONS.companies), contactId, to, label);
     let written = 0;
     // Each query on its own: a deal the first could not reach may still name
     // the contact as its `contactId`.
@@ -67,6 +72,38 @@ import { FieldValue } from "firebase-admin/firestore";
     }
     return written;
 }
+/** The companies naming `contactId`, moved to `to` or taken off for `null`. */ async function sweepCompanyContactRoles(firestore, companies, contactId, to, label) {
+    if (!companies) return;
+    try {
+        const query = companies.where('contactRoleContactIds', 'array-contains', contactId);
+        for(let pass = 0; pass < PASSES; pass += 1){
+            const page = await query.limit(PAGE).get();
+            if (page.empty) break;
+            const batch = firestore.batch();
+            for (const company of page.docs){
+                var _company_data;
+                batch.update(company.ref, companyContactRolesUpdate((_company_data = company.data()) != null ? _company_data : {}, contactId, to));
+            }
+            await batch.commit();
+            if (page.size < PAGE) break;
+        }
+    } catch (error) {
+        console.error(`${label}: company contact roles sweep failed`, error);
+    }
+}
+/** One company's update once `contactId` is moved to `to`, or taken off for `null`. */ export function companyContactRolesUpdate(company, contactId, to) {
+    const roles = readDealContactRoles(company['contactRoles']);
+    const contactRoles = to === null ? dealContactRolesWithout(roles, contactId) : dealContactRolesRepointed(roles, contactId, to);
+    const { contactRoleContactIds, contactRoleKeys } = crmDealContactRoleListFields({
+        contactRoles
+    });
+    return {
+        contactRoles,
+        contactRoleContactIds,
+        contactRoleKeys,
+        updatedAt: FieldValue.serverTimestamp()
+    };
+}
 /** One deal's update once `contactId` is moved to `to`, or taken off for `null`. */ export function dealContactRolesUpdate(deal, contactId, to) {
     var _fields_contactId, _fields_contactId1;
     const roles = dealContactRolesOf(deal);

package/src/lib/server/deal-contact-roles.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/deal-contact-roles.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 {\n  type CrmDealContactRole,\n  crmListFieldsPatch,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  dealContactRolesRepointed,\n  dealContactRolesWithout,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/**\n * A CONTACT LEAVING THE DEALS IT IS ON (AGL-3521): Salesforce's Opportunity\n * Contact Roles, kept in step with a contact that is merged away, deleted or\n * erased.\n *\n * A deal names its contacts twice over — every one in `contactRoles`, and\n * the Primary as `contactId` — so a deal is found by either:\n * `contactRoleContactIds` (the list field every writer stamps from the\n * roles) and `contactId` (a deal written before roles, which holds that\n * alone). Each match is rewritten through the one pure rule\n * (`dealContactRolesWithout` / `dealContactRolesRepointed`), its Primary and\n * `contactId` written together and its list fields restamped, so a written\n * deal falls out of both queries and the next pass finds only what is left.\n */\n\n/** How many deals one pass reads, and one batch writes. */\nconst PAGE = 400\n/** A ceiling on passes, so a query that keeps answering cannot loop forever. */\nconst PASSES = 25\n\n/**\n * The deals naming `contactId`, each with that contact moved to `to` —\n * a merge's survivor — or, with `to` null, taken off the deal. A Primary\n * taken off leaves the deal with none, and `contactId` with it. Answers how\n * many deals were written. A failure is logged and that query's sweep\n * stops: a deal still naming the contact reads it as a person who is not\n * there, which is how a deal named a deleted contact before roles existed.\n */\nexport async function sweepDealContactRoles(\n  firestore: FirebaseFirestore.Firestore,\n  deals: FirebaseFirestore.CollectionReference,\n  contactId: string,\n  to: string | null,\n  label: string,\n): Promise<number> {\n  if (!contactId || contactId === to) return 0\n  let written = 0\n  // Each query on its own: a deal the first could not reach may still name\n  // the contact as its `contactId`.\n  for (const field of ['contactRoleContactIds', 'contactId'] as const) {\n    try {\n      const query = deals.where(field, field === 'contactId' ? '==' : 'array-contains', contactId)\n      for (let pass = 0; pass < PASSES; pass += 1) {\n        const page = await query.limit(PAGE).get()\n        if (page.empty) break\n        const batch = firestore.batch()\n        for (const deal of page.docs) {\n          batch.update(deal.ref, dealContactRolesUpdate(deal.data() ?? {}, contactId, to))\n        }\n        await batch.commit()\n        written += page.size\n        if (page.size < PAGE) break\n      }\n    } catch (error) {\n      console.error(`${label}: deal contact roles sweep failed on ${field}`, error)\n    }\n  }\n  return written\n}\n\n/** One deal's update once `contactId` is moved to `to`, or taken off for `null`. */\nexport function dealContactRolesUpdate(\n  deal: Record<string, unknown>,\n  contactId: string,\n  to: string | null,\n): Record<string, unknown> {\n  const roles = dealContactRolesOf(deal)\n  const next: CrmDealContactRole[] =\n    to === null ? dealContactRolesWithout(roles, contactId) : dealContactRolesRepointed(roles, contactId, to)\n  const fields = dealContactRoleFields(next)\n  const after = { ...deal, contactRoles: fields.contactRoles, contactId: fields.contactId ?? undefined }\n  return {\n    contactRoles: fields.contactRoles,\n    contactId: fields.contactId ?? FieldValue.delete(),\n    // The name the drawer copied beside the Primary goes when the Primary does.\n    ...(fields.contactId !== deal['contactId'] ? { contactName: FieldValue.delete() } : {}),\n    ...crmListFieldsPatch('deals', after),\n    updatedAt: FieldValue.serverTimestamp(),\n  }\n}\n"],"names":["crmListFieldsPatch","dealContactRoleFields","dealContactRolesOf","dealContactRolesRepointed","dealContactRolesWithout","FieldValue","PAGE","PASSES","sweepDealContactRoles","firestore","deals","contactId","to","label","written","field","query","where","pass","page","limit","get","empty","batch","deal","docs","update","ref","dealContactRolesUpdate","data","commit","size","error","console","fields","roles","next","after","contactRoles","undefined","delete","contactName","updatedAt","serverTimestamp"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAEEA,kBAAkB,EAClBC,qBAAqB,EACrBC,kBAAkB,EAClBC,yBAAyB,EACzBC,uBAAuB,QAClB,6BAA4B;AACnC,SAASC,UAAU,QAAQ,2BAA0B;AAErD;;;;;;;;;;;;;CAaC,GAED,yDAAyD,GACzD,MAAMC,OAAO;AACb,8EAA8E,GAC9E,MAAMC,SAAS;AAEf;;;;;;;CAOC,GACD,OAAO,eAAeC,sBACpBC,SAAsC,EACtCC,KAA4C,EAC5CC,SAAiB,EACjBC,EAAiB,EACjBC,KAAa;IAEb,IAAI,CAACF,aAAaA,cAAcC,IAAI,OAAO;IAC3C,IAAIE,UAAU;IACd,yEAAyE;IACzE,kCAAkC;IAClC,KAAK,MAAMC,SAAS;QAAC;QAAyB;KAAY,CAAW;QACnE,IAAI;YACF,MAAMC,QAAQN,MAAMO,KAAK,CAACF,OAAOA,UAAU,cAAc,OAAO,kBAAkBJ;YAClF,IAAK,IAAIO,OAAO,GAAGA,OAAOX,QAAQW,QAAQ,EAAG;gBAC3C,MAAMC,OAAO,MAAMH,MAAMI,KAAK,CAACd,MAAMe,GAAG;gBACxC,IAAIF,KAAKG,KAAK,EAAE;gBAChB,MAAMC,QAAQd,UAAUc,KAAK;gBAC7B,KAAK,MAAMC,QAAQL,KAAKM,IAAI,CAAE;wBACkBD;oBAA9CD,MAAMG,MAAM,CAACF,KAAKG,GAAG,EAAEC,wBAAuBJ,aAAAA,KAAKK,IAAI,cAATL,aAAe,CAAC,GAAGb,WAAWC;gBAC9E;gBACA,MAAMW,MAAMO,MAAM;gBAClBhB,WAAWK,KAAKY,IAAI;gBACpB,IAAIZ,KAAKY,IAAI,GAAGzB,MAAM;YACxB;QACF,EAAE,OAAO0B,OAAO;YACdC,QAAQD,KAAK,CAAC,GAAGnB,MAAM,qCAAqC,EAAEE,OAAO,EAAEiB;QACzE;IACF;IACA,OAAOlB;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASc,uBACdJ,IAA6B,EAC7Bb,SAAiB,EACjBC,EAAiB;QAMsDsB,mBAG1DA;IAPb,MAAMC,QAAQjC,mBAAmBsB;IACjC,MAAMY,OACJxB,OAAO,OAAOR,wBAAwB+B,OAAOxB,aAAaR,0BAA0BgC,OAAOxB,WAAWC;IACxG,MAAMsB,SAASjC,sBAAsBmC;IACrC,MAAMC,QAAQ,aAAKb;QAAMc,cAAcJ,OAAOI,YAAY;QAAE3B,SAAS,GAAEuB,oBAAAA,OAAOvB,SAAS,YAAhBuB,oBAAoBK;;IAC3F,OAAO;QACLD,cAAcJ,OAAOI,YAAY;QACjC3B,SAAS,GAAEuB,qBAAAA,OAAOvB,SAAS,YAAhBuB,qBAAoB7B,WAAWmC,MAAM;OAE5CN,OAAOvB,SAAS,KAAKa,IAAI,CAAC,YAAY,GAAG;QAAEiB,aAAapC,WAAWmC,MAAM;IAAG,IAAI,CAAC,GAClFxC,mBAAmB,SAASqC;QAC/BK,WAAWrC,WAAWsC,eAAe;;AAEzC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/deal-contact-roles.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 {\n  CRM_COLLECTIONS,\n  type CrmDealContactRole,\n  crmDealContactRoleListFields,\n  crmListFieldsPatch,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  dealContactRolesRepointed,\n  dealContactRolesWithout,\n  readDealContactRoles,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/**\n * A CONTACT LEAVING THE DEALS IT IS ON (AGL-3521): Salesforce's Opportunity\n * Contact Roles, kept in step with a contact that is merged away, deleted or\n * erased.\n *\n * A deal names its contacts twice over — every one in `contactRoles`, and\n * the Primary as `contactId` — so a deal is found by either:\n * `contactRoleContactIds` (the list field every writer stamps from the\n * roles) and `contactId` (a deal written before roles, which holds that\n * alone). Each match is rewritten through the one pure rule\n * (`dealContactRolesWithout` / `dealContactRolesRepointed`), its Primary and\n * `contactId` written together and its list fields restamped, so a written\n * deal falls out of both queries and the next pass finds only what is left.\n *\n * A company's Account Contact Roles (AGL-4122) follow the same person, so the\n * sweep takes them too and no caller has to remember them.\n */\n\n/** How many deals one pass reads, and one batch writes. */\nconst PAGE = 400\n/** A ceiling on passes, so a query that keeps answering cannot loop forever. */\nconst PASSES = 25\n\n/**\n * The deals naming `contactId`, each with that contact moved to `to` —\n * a merge's survivor — or, with `to` null, taken off the deal. A Primary\n * taken off leaves the deal with none, and `contactId` with it. Answers how\n * many deals were written. A failure is logged and that query's sweep\n * stops: a deal still naming the contact reads it as a person who is not\n * there, which is how a deal named a deleted contact before roles existed.\n */\nexport async function sweepDealContactRoles(\n  firestore: FirebaseFirestore.Firestore,\n  deals: FirebaseFirestore.CollectionReference,\n  contactId: string,\n  to: string | null,\n  label: string,\n): Promise<number> {\n  if (!contactId || contactId === to) return 0\n  await sweepCompanyContactRoles(\n    firestore,\n    deals.parent?.collection(CRM_COLLECTIONS.companies),\n    contactId,\n    to,\n    label,\n  )\n  let written = 0\n  // Each query on its own: a deal the first could not reach may still name\n  // the contact as its `contactId`.\n  for (const field of ['contactRoleContactIds', 'contactId'] as const) {\n    try {\n      const query = deals.where(field, field === 'contactId' ? '==' : 'array-contains', contactId)\n      for (let pass = 0; pass < PASSES; pass += 1) {\n        const page = await query.limit(PAGE).get()\n        if (page.empty) break\n        const batch = firestore.batch()\n        for (const deal of page.docs) {\n          batch.update(deal.ref, dealContactRolesUpdate(deal.data() ?? {}, contactId, to))\n        }\n        await batch.commit()\n        written += page.size\n        if (page.size < PAGE) break\n      }\n    } catch (error) {\n      console.error(`${label}: deal contact roles sweep failed on ${field}`, error)\n    }\n  }\n  return written\n}\n\n/** The companies naming `contactId`, moved to `to` or taken off for `null`. */\nasync function sweepCompanyContactRoles(\n  firestore: FirebaseFirestore.Firestore,\n  companies: FirebaseFirestore.CollectionReference | undefined,\n  contactId: string,\n  to: string | null,\n  label: string,\n): Promise<void> {\n  if (!companies) return\n  try {\n    const query = companies.where('contactRoleContactIds', 'array-contains', contactId)\n    for (let pass = 0; pass < PASSES; pass += 1) {\n      const page = await query.limit(PAGE).get()\n      if (page.empty) break\n      const batch = firestore.batch()\n      for (const company of page.docs) {\n        batch.update(company.ref, companyContactRolesUpdate(company.data() ?? {}, contactId, to))\n      }\n      await batch.commit()\n      if (page.size < PAGE) break\n    }\n  } catch (error) {\n    console.error(`${label}: company contact roles sweep failed`, error)\n  }\n}\n\n/** One company's update once `contactId` is moved to `to`, or taken off for `null`. */\nexport function companyContactRolesUpdate(\n  company: Record<string, unknown>,\n  contactId: string,\n  to: string | null,\n): Record<string, unknown> {\n  const roles = readDealContactRoles(company['contactRoles'])\n  const contactRoles =\n    to === null ? dealContactRolesWithout(roles, contactId) : dealContactRolesRepointed(roles, contactId, to)\n  const { contactRoleContactIds, contactRoleKeys } = crmDealContactRoleListFields({ contactRoles })\n  return {\n    contactRoles,\n    contactRoleContactIds,\n    contactRoleKeys,\n    updatedAt: FieldValue.serverTimestamp(),\n  }\n}\n\n/** One deal's update once `contactId` is moved to `to`, or taken off for `null`. */\nexport function dealContactRolesUpdate(\n  deal: Record<string, unknown>,\n  contactId: string,\n  to: string | null,\n): Record<string, unknown> {\n  const roles = dealContactRolesOf(deal)\n  const next: CrmDealContactRole[] =\n    to === null ? dealContactRolesWithout(roles, contactId) : dealContactRolesRepointed(roles, contactId, to)\n  const fields = dealContactRoleFields(next)\n  const after = { ...deal, contactRoles: fields.contactRoles, contactId: fields.contactId ?? undefined }\n  return {\n    contactRoles: fields.contactRoles,\n    contactId: fields.contactId ?? FieldValue.delete(),\n    // The name the drawer copied beside the Primary goes when the Primary does.\n    ...(fields.contactId !== deal['contactId'] ? { contactName: FieldValue.delete() } : {}),\n    ...crmListFieldsPatch('deals', after),\n    updatedAt: FieldValue.serverTimestamp(),\n  }\n}\n"],"names":["CRM_COLLECTIONS","crmDealContactRoleListFields","crmListFieldsPatch","dealContactRoleFields","dealContactRolesOf","dealContactRolesRepointed","dealContactRolesWithout","readDealContactRoles","FieldValue","PAGE","PASSES","sweepDealContactRoles","firestore","deals","contactId","to","label","sweepCompanyContactRoles","parent","collection","companies","written","field","query","where","pass","page","limit","get","empty","batch","deal","docs","update","ref","dealContactRolesUpdate","data","commit","size","error","console","company","companyContactRolesUpdate","roles","contactRoles","contactRoleContactIds","contactRoleKeys","updatedAt","serverTimestamp","fields","next","after","undefined","delete","contactName"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,eAAe,EAEfC,4BAA4B,EAC5BC,kBAAkB,EAClBC,qBAAqB,EACrBC,kBAAkB,EAClBC,yBAAyB,EACzBC,uBAAuB,EACvBC,oBAAoB,QACf,6BAA4B;AACnC,SAASC,UAAU,QAAQ,2BAA0B;AAErD;;;;;;;;;;;;;;;;CAgBC,GAED,yDAAyD,GACzD,MAAMC,OAAO;AACb,8EAA8E,GAC9E,MAAMC,SAAS;AAEf;;;;;;;CAOC,GACD,OAAO,eAAeC,sBACpBC,SAAsC,EACtCC,KAA4C,EAC5CC,SAAiB,EACjBC,EAAiB,EACjBC,KAAa;QAKXH;IAHF,IAAI,CAACC,aAAaA,cAAcC,IAAI,OAAO;IAC3C,MAAME,yBACJL,YACAC,gBAAAA,MAAMK,MAAM,qBAAZL,cAAcM,UAAU,CAACnB,gBAAgBoB,SAAS,GAClDN,WACAC,IACAC;IAEF,IAAIK,UAAU;IACd,yEAAyE;IACzE,kCAAkC;IAClC,KAAK,MAAMC,SAAS;QAAC;QAAyB;KAAY,CAAW;QACnE,IAAI;YACF,MAAMC,QAAQV,MAAMW,KAAK,CAACF,OAAOA,UAAU,cAAc,OAAO,kBAAkBR;YAClF,IAAK,IAAIW,OAAO,GAAGA,OAAOf,QAAQe,QAAQ,EAAG;gBAC3C,MAAMC,OAAO,MAAMH,MAAMI,KAAK,CAAClB,MAAMmB,GAAG;gBACxC,IAAIF,KAAKG,KAAK,EAAE;gBAChB,MAAMC,QAAQlB,UAAUkB,KAAK;gBAC7B,KAAK,MAAMC,QAAQL,KAAKM,IAAI,CAAE;wBACkBD;oBAA9CD,MAAMG,MAAM,CAACF,KAAKG,GAAG,EAAEC,wBAAuBJ,aAAAA,KAAKK,IAAI,cAATL,aAAe,CAAC,GAAGjB,WAAWC;gBAC9E;gBACA,MAAMe,MAAMO,MAAM;gBAClBhB,WAAWK,KAAKY,IAAI;gBACpB,IAAIZ,KAAKY,IAAI,GAAG7B,MAAM;YACxB;QACF,EAAE,OAAO8B,OAAO;YACdC,QAAQD,KAAK,CAAC,GAAGvB,MAAM,qCAAqC,EAAEM,OAAO,EAAEiB;QACzE;IACF;IACA,OAAOlB;AACT;AAEA,6EAA6E,GAC7E,eAAeJ,yBACbL,SAAsC,EACtCQ,SAA4D,EAC5DN,SAAiB,EACjBC,EAAiB,EACjBC,KAAa;IAEb,IAAI,CAACI,WAAW;IAChB,IAAI;QACF,MAAMG,QAAQH,UAAUI,KAAK,CAAC,yBAAyB,kBAAkBV;QACzE,IAAK,IAAIW,OAAO,GAAGA,OAAOf,QAAQe,QAAQ,EAAG;YAC3C,MAAMC,OAAO,MAAMH,MAAMI,KAAK,CAAClB,MAAMmB,GAAG;YACxC,IAAIF,KAAKG,KAAK,EAAE;YAChB,MAAMC,QAAQlB,UAAUkB,KAAK;YAC7B,KAAK,MAAMW,WAAWf,KAAKM,IAAI,CAAE;oBACqBS;gBAApDX,MAAMG,MAAM,CAACQ,QAAQP,GAAG,EAAEQ,2BAA0BD,gBAAAA,QAAQL,IAAI,cAAZK,gBAAkB,CAAC,GAAG3B,WAAWC;YACvF;YACA,MAAMe,MAAMO,MAAM;YAClB,IAAIX,KAAKY,IAAI,GAAG7B,MAAM;QACxB;IACF,EAAE,OAAO8B,OAAO;QACdC,QAAQD,KAAK,CAAC,GAAGvB,MAAM,oCAAoC,CAAC,EAAEuB;IAChE;AACF;AAEA,qFAAqF,GACrF,OAAO,SAASG,0BACdD,OAAgC,EAChC3B,SAAiB,EACjBC,EAAiB;IAEjB,MAAM4B,QAAQpC,qBAAqBkC,OAAO,CAAC,eAAe;IAC1D,MAAMG,eACJ7B,OAAO,OAAOT,wBAAwBqC,OAAO7B,aAAaT,0BAA0BsC,OAAO7B,WAAWC;IACxG,MAAM,EAAE8B,qBAAqB,EAAEC,eAAe,EAAE,GAAG7C,6BAA6B;QAAE2C;IAAa;IAC/F,OAAO;QACLA;QACAC;QACAC;QACAC,WAAWvC,WAAWwC,eAAe;IACvC;AACF;AAEA,kFAAkF,GAClF,OAAO,SAASb,uBACdJ,IAA6B,EAC7BjB,SAAiB,EACjBC,EAAiB;QAMsDkC,mBAG1DA;IAPb,MAAMN,QAAQvC,mBAAmB2B;IACjC,MAAMmB,OACJnC,OAAO,OAAOT,wBAAwBqC,OAAO7B,aAAaT,0BAA0BsC,OAAO7B,WAAWC;IACxG,MAAMkC,SAAS9C,sBAAsB+C;IACrC,MAAMC,QAAQ,aAAKpB;QAAMa,cAAcK,OAAOL,YAAY;QAAE9B,SAAS,GAAEmC,oBAAAA,OAAOnC,SAAS,YAAhBmC,oBAAoBG;;IAC3F,OAAO;QACLR,cAAcK,OAAOL,YAAY;QACjC9B,SAAS,GAAEmC,qBAAAA,OAAOnC,SAAS,YAAhBmC,qBAAoBzC,WAAW6C,MAAM;OAE5CJ,OAAOnC,SAAS,KAAKiB,IAAI,CAAC,YAAY,GAAG;QAAEuB,aAAa9C,WAAW6C,MAAM;IAAG,IAAI,CAAC,GAClFnD,mBAAmB,SAASiD;QAC/BJ,WAAWvC,WAAWwC,eAAe;;AAEzC"}