@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/crm-filter-bar.js

@@ -0,0 +1,294 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { CRM_VIEW_MAX_FILTERS } from "@aglyn/aglyn";
+import { mdiFilterPlusOutline } from "@aglyn/shared-data-mdi";
+import { MdiIcon } from "@aglyn/shared-ui-jsx";
+import { listFilterOperatorLabel, listFilterOperators } from "@aglyn/shared-ui-jsx/const/list-filter";
+import { Button, Chip, MenuItem, Popover, Stack, TextField, Tooltip } from "@mui/material";
+import { useMemo, useState } from "react";
+/** Operators that carry no value, so the value box is not shown for them. */ const VALUELESS = new Set([
+    'isEmpty',
+    'isNotEmpty'
+]);
+/** Operators that take several values, comma-joined the way the grammar splits them. */ const MULTI = new Set([
+    'isAnyOf'
+]);
+const dayLabel = (raw)=>{
+    const at = new Date(raw);
+    return Number.isNaN(at.getTime()) ? raw : at.toLocaleDateString();
+};
+/**
+ * The chips above a CRM list: every clause the list is narrowed by, and
+ * the one control that adds another (AGL-2617).
+ *
+ * A saved view carries several clauses and the data grid's own filter panel
+ * holds one, so the list needs an editor of its own for the set. Each
+ * clause is a chip that reads as a sentence — "Owner is Dana", "Created on
+ * or after 1 Jan" — with the clause the query serves marked, because that
+ * is the one that reached every contact and the others narrowed the loaded
+ * window; the list's caption says the same thing in prose.
+ *
+ * Adding one is a popover, not a row of controls: field, operator, value,
+ * Add. The value control follows the field — a picker where the section
+ * supplied choices, a date box for a date, a number box for a number, a
+ * text box otherwise — and the operators offered are exactly the ones the
+ * grammar declares for the field, so a clause cannot be built that nothing
+ * answers.
+ */ export function CrmFilterBar(props) {
+    var _choosable_find;
+    const { fields, headers, clauses, onChange, options = {}, servedField = null, disabled = false, onOpen } = props;
+    const [anchor, setAnchor] = useState(null);
+    const [draft, setDraft] = useState({
+        field: '',
+        op: '',
+        value: ''
+    });
+    /** Fields a clause can be added on — those with at least one operator. */ const choosable = useMemo(()=>fields.filter((field)=>listFilterOperators(field).length > 0), [
+        fields
+    ]);
+    const header = (column)=>{
+        var _headers_column;
+        return (_headers_column = headers[column]) != null ? _headers_column : column;
+    };
+    const draftField = (_choosable_find = choosable.find((field)=>field.column === draft.field)) != null ? _choosable_find : null;
+    const operators = draftField ? listFilterOperators(draftField) : [];
+    const draftOptions = draft.field ? options[draft.field] : undefined;
+    const valueless = VALUELESS.has(draft.op);
+    const multi = MULTI.has(draft.op);
+    const open = (event)=>{
+        var _ref, _firstOps_;
+        const first = choosable[0];
+        const firstOps = first ? listFilterOperators(first) : [];
+        setDraft({
+            field: (_ref = first == null ? void 0 : first.column) != null ? _ref : '',
+            op: (_firstOps_ = firstOps[0]) != null ? _firstOps_ : '',
+            value: ''
+        });
+        setAnchor(event.currentTarget);
+        onOpen == null ? void 0 : onOpen();
+    };
+    const close = ()=>setAnchor(null);
+    const chooseField = (column)=>{
+        var _ops_;
+        const field = choosable.find((entry)=>entry.column === column);
+        const ops = field ? listFilterOperators(field) : [];
+        setDraft({
+            field: column,
+            op: (_ops_ = ops[0]) != null ? _ops_ : '',
+            value: ''
+        });
+    };
+    const canAdd = Boolean(draft.field && draft.op) && (valueless || draft.value.trim() !== '') && clauses.length < CRM_VIEW_MAX_FILTERS;
+    const add = ()=>{
+        var _draftOptions_find;
+        if (!canAdd) return;
+        const value = valueless ? '' : draft.value.trim();
+        const label = draftOptions && !multi ? (_draftOptions_find = draftOptions.find((option)=>option.value === value)) == null ? void 0 : _draftOptions_find.label : undefined;
+        onChange([
+            ...clauses,
+            _extends({
+                field: draft.field,
+                op: draft.op,
+                value
+            }, label ? {
+                label
+            } : {})
+        ]);
+        close();
+    };
+    /** How a clause reads: its header, its operator, and its value by label. */ const sentence = (clause)=>{
+        var _clause_label;
+        const field = fields.find((entry)=>entry.column === clause.field);
+        const choices = options[clause.field];
+        const named = (value)=>{
+            var _ref;
+            var _choices_find;
+            return (_ref = choices == null ? void 0 : (_choices_find = choices.find((option)=>option.value === value)) == null ? void 0 : _choices_find.label) != null ? _ref : value;
+        };
+        const value = VALUELESS.has(clause.op) ? '' : MULTI.has(clause.op) ? clause.value.split(',').map((entry)=>entry.trim()).filter(Boolean).map(named).join(', ') : (_clause_label = clause.label) != null ? _clause_label : (field == null ? void 0 : field.kind) === 'date' ? dayLabel(clause.value) : named(clause.value);
+        return `${header(clause.field)} ${listFilterOperatorLabel(clause.op)}${value ? ` ${value}` : ''}`;
+    };
+    return /*#__PURE__*/ _jsxs(Stack, {
+        direction: "row",
+        spacing: 1,
+        useFlexGap: true,
+        sx: {
+            alignItems: 'center',
+            flexWrap: 'wrap'
+        },
+        children: [
+            clauses.map((clause, index)=>{
+                const served = servedField !== null && clause.field === servedField;
+                return /*#__PURE__*/ _jsx(Tooltip, {
+                    title: served ? 'Searched across every record' : 'Narrows the records already loaded',
+                    children: /*#__PURE__*/ _jsx(Chip, {
+                        size: "small",
+                        variant: served ? 'filled' : 'outlined',
+                        color: served ? 'primary' : 'default',
+                        label: sentence(clause),
+                        disabled: disabled,
+                        onDelete: ()=>onChange(clauses.filter((_entry, at)=>at !== index))
+                    })
+                }, `${clause.field}-${clause.op}-${index}`);
+            }),
+            /*#__PURE__*/ _jsx(Button, {
+                size: "small",
+                startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiFilterPlusOutline.path,
+                    size: 0.8
+                }),
+                onClick: open,
+                disabled: disabled || !choosable.length || clauses.length >= CRM_VIEW_MAX_FILTERS,
+                "aria-haspopup": "dialog",
+                children: 'Add filter'
+            }),
+            /*#__PURE__*/ _jsx(Popover, {
+                open: Boolean(anchor),
+                anchorEl: anchor,
+                onClose: close,
+                anchorOrigin: {
+                    vertical: 'bottom',
+                    horizontal: 'left'
+                },
+                children: /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 1.5,
+                    sx: {
+                        p: 2,
+                        minWidth: 280
+                    },
+                    role: "dialog",
+                    "aria-label": "Add filter",
+                    children: [
+                        /*#__PURE__*/ _jsx(TextField, {
+                            select: true,
+                            size: "small",
+                            label: "Field",
+                            value: draft.field,
+                            onChange: (event)=>chooseField(event.target.value),
+                            children: choosable.map((field)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                    value: field.column,
+                                    children: header(field.column)
+                                }, field.column))
+                        }),
+                        /*#__PURE__*/ _jsx(TextField, {
+                            select: true,
+                            size: "small",
+                            label: "Condition",
+                            value: draft.op,
+                            onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                        op: event.target.value,
+                                        value: ''
+                                    })),
+                            disabled: !draftField,
+                            children: operators.map((op)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                    value: op,
+                                    children: listFilterOperatorLabel(op)
+                                }, op))
+                        }),
+                        valueless ? null : draftOptions ? /*#__PURE__*/ _jsx(TextField, {
+                            select: true,
+                            size: "small",
+                            label: "Value",
+                            value: multi ? draft.value.split(',').filter(Boolean) : draft.value,
+                            onChange: (event)=>{
+                                const next = event.target.value;
+                                setDraft((prev)=>_extends({}, prev, {
+                                        value: Array.isArray(next) ? next.join(',') : String(next)
+                                    }));
+                            },
+                            slotProps: multi ? {
+                                select: {
+                                    multiple: true
+                                }
+                            } : undefined,
+                            children: draftOptions.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                    value: option.value,
+                                    children: option.label
+                                }, option.value))
+                        }) : (draftField == null ? void 0 : draftField.kind) === 'boolean' ? /*#__PURE__*/ _jsxs(TextField, {
+                            select: true,
+                            size: "small",
+                            label: "Value",
+                            value: draft.value,
+                            onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                        value: event.target.value
+                                    })),
+                            children: [
+                                /*#__PURE__*/ _jsx(MenuItem, {
+                                    value: "true",
+                                    children: 'Yes'
+                                }),
+                                /*#__PURE__*/ _jsx(MenuItem, {
+                                    value: "false",
+                                    children: 'No'
+                                })
+                            ]
+                        }) : /*#__PURE__*/ _jsx(TextField, {
+                            size: "small",
+                            label: "Value",
+                            type: (draftField == null ? void 0 : draftField.kind) === 'date' ? 'date' : (draftField == null ? void 0 : draftField.kind) === 'number' ? 'number' : 'text',
+                            placeholder: multi ? 'one, two, three' : undefined,
+                            helperText: multi ? 'Separate several with commas' : undefined,
+                            value: draft.value,
+                            onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                        value: event.target.value
+                                    })),
+                            onKeyDown: (event)=>{
+                                if (event.key === 'Enter') {
+                                    event.preventDefault();
+                                    add();
+                                }
+                            },
+                            slotProps: (draftField == null ? void 0 : draftField.kind) === 'date' ? {
+                                inputLabel: {
+                                    shrink: true
+                                }
+                            } : undefined
+                        }),
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            direction: "row",
+                            spacing: 1,
+                            sx: {
+                                justifyContent: 'flex-end'
+                            },
+                            children: [
+                                /*#__PURE__*/ _jsx(Button, {
+                                    size: "small",
+                                    onClick: close,
+                                    children: 'Cancel'
+                                }),
+                                /*#__PURE__*/ _jsx(Button, {
+                                    size: "small",
+                                    variant: "contained",
+                                    disabled: !canAdd,
+                                    onClick: add,
+                                    children: 'Add'
+                                })
+                            ]
+                        })
+                    ]
+                })
+            })
+        ]
+    });
+}
+CrmFilterBar.displayName = 'CrmFilterBar';
+export default CrmFilterBar;
+
+//# sourceMappingURL=crm-filter-bar.js.map

package/src/lib/components/crm-filter-bar.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-filter-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_VIEW_MAX_FILTERS, type CrmViewFilterClause } from '@aglyn/aglyn'\nimport { mdiFilterPlusOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport {\n  type ListFilterField,\n  listFilterOperatorLabel,\n  listFilterOperators,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport {\n  Button,\n  Chip,\n  MenuItem,\n  Popover,\n  Stack,\n  TextField,\n  Tooltip,\n} from '@mui/material'\nimport { type MouseEvent, useMemo, useState } from 'react'\n\n/** A choice for a field whose value is picked rather than typed. */\nexport interface CrmFilterOption {\n  value: string\n  label: string\n}\n\nexport interface CrmFilterBarProps {\n  /** The list's grammar — every field a clause may name. */\n  fields: readonly ListFilterField[]\n  /** How a field reads on a chip; a field without one reads as its column. */\n  headers: Readonly<Record<string, string>>\n  clauses: readonly CrmViewFilterClause[]\n  onChange: (clauses: CrmViewFilterClause[]) => void\n  /**\n   * Choices per field — an owner from the roster, a stage from the fixed\n   * list, a source from its labels. A field with choices gets a picker\n   * and its chip shows the label; without them a value is typed.\n   */\n  options?: Readonly<Record<string, readonly CrmFilterOption[]>>\n  /** The field the query is serving, marked so the reader knows which reached everything. */\n  servedField?: string | null\n  disabled?: boolean\n  /**\n   * The reader reached for a filter. A section that reads its pickers'\n   * choices lazily — the roster, the companies — starts those reads here,\n   * so a list nobody is narrowing pays for neither.\n   */\n  onOpen?: () => void\n}\n\n/** Operators that carry no value, so the value box is not shown for them. */\nconst VALUELESS = new Set(['isEmpty', 'isNotEmpty'])\n/** Operators that take several values, comma-joined the way the grammar splits them. */\nconst MULTI = new Set(['isAnyOf'])\n\nconst dayLabel = (raw: string): string => {\n  const at = new Date(raw)\n  return Number.isNaN(at.getTime()) ? raw : at.toLocaleDateString()\n}\n\n/**\n * The chips above a CRM list: every clause the list is narrowed by, and\n * the one control that adds another (AGL-2617).\n *\n * A saved view carries several clauses and the data grid's own filter panel\n * holds one, so the list needs an editor of its own for the set. Each\n * clause is a chip that reads as a sentence — \"Owner is Dana\", \"Created on\n * or after 1 Jan\" — with the clause the query serves marked, because that\n * is the one that reached every contact and the others narrowed the loaded\n * window; the list's caption says the same thing in prose.\n *\n * Adding one is a popover, not a row of controls: field, operator, value,\n * Add. The value control follows the field — a picker where the section\n * supplied choices, a date box for a date, a number box for a number, a\n * text box otherwise — and the operators offered are exactly the ones the\n * grammar declares for the field, so a clause cannot be built that nothing\n * answers.\n */\nexport function CrmFilterBar(props: CrmFilterBarProps) {\n  const {\n    fields,\n    headers,\n    clauses,\n    onChange,\n    options = {},\n    servedField = null,\n    disabled = false,\n    onOpen,\n  } = props\n  const [anchor, setAnchor] = useState<HTMLElement | null>(null)\n  const [draft, setDraft] = useState<{ field: string; op: string; value: string }>({\n    field: '',\n    op: '',\n    value: '',\n  })\n\n  /** Fields a clause can be added on — those with at least one operator. */\n  const choosable = useMemo(\n    () => fields.filter((field) => listFilterOperators(field).length > 0),\n    [fields],\n  )\n  const header = (column: string) => headers[column] ?? column\n  const draftField = choosable.find((field) => field.column === draft.field) ?? null\n  const operators = draftField ? listFilterOperators(draftField) : []\n  const draftOptions = draft.field ? options[draft.field] : undefined\n  const valueless = VALUELESS.has(draft.op)\n  const multi = MULTI.has(draft.op)\n\n  const open = (event: MouseEvent<HTMLElement>) => {\n    const first = choosable[0]\n    const firstOps = first ? listFilterOperators(first) : []\n    setDraft({ field: first?.column ?? '', op: firstOps[0] ?? '', value: '' })\n    setAnchor(event.currentTarget)\n    onOpen?.()\n  }\n  const close = () => setAnchor(null)\n\n  const chooseField = (column: string) => {\n    const field = choosable.find((entry) => entry.column === column)\n    const ops = field ? listFilterOperators(field) : []\n    setDraft({ field: column, op: ops[0] ?? '', value: '' })\n  }\n\n  const canAdd =\n    Boolean(draft.field && draft.op) &&\n    (valueless || draft.value.trim() !== '') &&\n    clauses.length < CRM_VIEW_MAX_FILTERS\n\n  const add = () => {\n    if (!canAdd) return\n    const value = valueless ? '' : draft.value.trim()\n    const label =\n      draftOptions && !multi\n        ? draftOptions.find((option) => option.value === value)?.label\n        : undefined\n    onChange([...clauses, { field: draft.field, op: draft.op, value, ...(label ? { label } : {}) }])\n    close()\n  }\n\n  /** How a clause reads: its header, its operator, and its value by label. */\n  const sentence = (clause: CrmViewFilterClause): string => {\n    const field = fields.find((entry) => entry.column === clause.field)\n    const choices = options[clause.field]\n    const named = (value: string) =>\n      choices?.find((option) => option.value === value)?.label ?? value\n    const value = VALUELESS.has(clause.op)\n      ? ''\n      : MULTI.has(clause.op)\n        ? clause.value\n            .split(',')\n            .map((entry) => entry.trim())\n            .filter(Boolean)\n            .map(named)\n            .join(', ')\n        : clause.label ?? (field?.kind === 'date' ? dayLabel(clause.value) : named(clause.value))\n    return `${header(clause.field)} ${listFilterOperatorLabel(clause.op)}${value ? ` ${value}` : ''}`\n  }\n\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      useFlexGap\n      sx={{ alignItems: 'center', flexWrap: 'wrap' }}\n    >\n      {clauses.map((clause, index) => {\n        const served = servedField !== null && clause.field === servedField\n        return (\n          <Tooltip\n            key={`${clause.field}-${clause.op}-${index}`}\n            title={\n              served\n                ? 'Searched across every record'\n                : 'Narrows the records already loaded'\n            }\n          >\n            <Chip\n              size=\"small\"\n              variant={served ? 'filled' : 'outlined'}\n              color={served ? 'primary' : 'default'}\n              label={sentence(clause)}\n              disabled={disabled}\n              onDelete={() => onChange(clauses.filter((_entry, at) => at !== index))}\n            />\n          </Tooltip>\n        )\n      })}\n      <Button\n        size=\"small\"\n        startIcon={<MdiIcon path={mdiFilterPlusOutline.path} size={0.8} />}\n        onClick={open}\n        disabled={disabled || !choosable.length || clauses.length >= CRM_VIEW_MAX_FILTERS}\n        aria-haspopup=\"dialog\"\n      >\n        {'Add filter'}\n      </Button>\n      <Popover\n        open={Boolean(anchor)}\n        anchorEl={anchor}\n        onClose={close}\n        anchorOrigin={{ vertical: 'bottom', horizontal: 'left' }}\n      >\n        <Stack spacing={1.5} sx={{ p: 2, minWidth: 280 }} role=\"dialog\" aria-label=\"Add filter\">\n          <TextField\n            select\n            size=\"small\"\n            label=\"Field\"\n            value={draft.field}\n            onChange={(event) => chooseField(event.target.value)}\n          >\n            {choosable.map((field) => (\n              <MenuItem key={field.column} value={field.column}>\n                {header(field.column)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Condition\"\n            value={draft.op}\n            onChange={(event) => setDraft((prev) => ({ ...prev, op: event.target.value, value: '' }))}\n            disabled={!draftField}\n          >\n            {operators.map((op) => (\n              <MenuItem key={op} value={op}>\n                {listFilterOperatorLabel(op)}\n              </MenuItem>\n            ))}\n          </TextField>\n          {valueless ? null : draftOptions ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Value\"\n              value={multi ? draft.value.split(',').filter(Boolean) : draft.value}\n              onChange={(event) => {\n                const next = event.target.value as unknown\n                setDraft((prev) => ({\n                  ...prev,\n                  value: Array.isArray(next) ? next.join(',') : String(next),\n                }))\n              }}\n              slotProps={multi ? { select: { multiple: true } } : undefined}\n            >\n              {draftOptions.map((option) => (\n                <MenuItem key={option.value} value={option.value}>\n                  {option.label}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : draftField?.kind === 'boolean' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Value\"\n              value={draft.value}\n              onChange={(event) => setDraft((prev) => ({ ...prev, value: event.target.value }))}\n            >\n              <MenuItem value=\"true\">{'Yes'}</MenuItem>\n              <MenuItem value=\"false\">{'No'}</MenuItem>\n            </TextField>\n          ) : (\n            <TextField\n              size=\"small\"\n              label=\"Value\"\n              type={\n                draftField?.kind === 'date'\n                  ? 'date'\n                  : draftField?.kind === 'number'\n                    ? 'number'\n                    : 'text'\n              }\n              placeholder={multi ? 'one, two, three' : undefined}\n              helperText={multi ? 'Separate several with commas' : undefined}\n              value={draft.value}\n              onChange={(event) => setDraft((prev) => ({ ...prev, value: event.target.value }))}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') {\n                  event.preventDefault()\n                  add()\n                }\n              }}\n              slotProps={\n                draftField?.kind === 'date' ? { inputLabel: { shrink: true } } : undefined\n              }\n            />\n          )}\n          <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n            <Button size=\"small\" onClick={close}>\n              {'Cancel'}\n            </Button>\n            <Button size=\"small\" variant=\"contained\" disabled={!canAdd} onClick={add}>\n              {'Add'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Popover>\n    </Stack>\n  )\n}\nCrmFilterBar.displayName = 'CrmFilterBar'\n\nexport default CrmFilterBar\n"],"names":["CRM_VIEW_MAX_FILTERS","mdiFilterPlusOutline","MdiIcon","listFilterOperatorLabel","listFilterOperators","Button","Chip","MenuItem","Popover","Stack","TextField","Tooltip","useMemo","useState","VALUELESS","Set","MULTI","dayLabel","raw","at","Date","Number","isNaN","getTime","toLocaleDateString","CrmFilterBar","props","choosable","fields","headers","clauses","onChange","options","servedField","disabled","onOpen","anchor","setAnchor","draft","setDraft","field","op","value","filter","length","header","column","draftField","find","operators","draftOptions","undefined","valueless","has","multi","open","event","firstOps","first","currentTarget","close","chooseField","ops","entry","canAdd","Boolean","trim","add","label","option","sentence","clause","choices","named","split","map","join","kind","direction","spacing","useFlexGap","sx","alignItems","flexWrap","index","served","title","size","variant","color","onDelete","_entry","startIcon","path","onClick","aria-haspopup","anchorEl","onClose","anchorOrigin","vertical","horizontal","p","minWidth","role","aria-label","select","target","prev","next","Array","isArray","String","slotProps","multiple","type","placeholder","helperText","onKeyDown","key","preventDefault","inputLabel","shrink","justifyContent","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,oBAAoB,QAAkC,eAAc;AAC7E,SAASC,oBAAoB,QAAQ,yBAAwB;AAC7D,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAEEC,uBAAuB,EACvBC,mBAAmB,QACd,yCAAwC;AAC/C,SACEC,MAAM,EACNC,IAAI,EACJC,QAAQ,EACRC,OAAO,EACPC,KAAK,EACLC,SAAS,EACTC,OAAO,QACF,gBAAe;AACtB,SAA0BC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAgC1D,2EAA2E,GAC3E,MAAMC,YAAY,IAAIC,IAAI;IAAC;IAAW;CAAa;AACnD,sFAAsF,GACtF,MAAMC,QAAQ,IAAID,IAAI;IAAC;CAAU;AAEjC,MAAME,WAAW,CAACC;IAChB,MAAMC,KAAK,IAAIC,KAAKF;IACpB,OAAOG,OAAOC,KAAK,CAACH,GAAGI,OAAO,MAAML,MAAMC,GAAGK,kBAAkB;AACjE;AAEA;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,SAASC,aAAaC,KAAwB;QAwBhCC;IAvBnB,MAAM,EACJC,MAAM,EACNC,OAAO,EACPC,OAAO,EACPC,QAAQ,EACRC,UAAU,CAAC,CAAC,EACZC,cAAc,IAAI,EAClBC,WAAW,KAAK,EAChBC,MAAM,EACP,GAAGT;IACJ,MAAM,CAACU,QAAQC,UAAU,GAAGxB,SAA6B;IACzD,MAAM,CAACyB,OAAOC,SAAS,GAAG1B,SAAuD;QAC/E2B,OAAO;QACPC,IAAI;QACJC,OAAO;IACT;IAEA,wEAAwE,GACxE,MAAMf,YAAYf,QAChB,IAAMgB,OAAOe,MAAM,CAAC,CAACH,QAAUpC,oBAAoBoC,OAAOI,MAAM,GAAG,IACnE;QAAChB;KAAO;IAEV,MAAMiB,SAAS,CAACC;YAAmBjB;gBAAAA,kBAAAA,OAAO,CAACiB,OAAO,YAAfjB,kBAAmBiB;;IACtD,MAAMC,cAAapB,kBAAAA,UAAUqB,IAAI,CAAC,CAACR,QAAUA,MAAMM,MAAM,KAAKR,MAAME,KAAK,aAAtDb,kBAA2D;IAC9E,MAAMsB,YAAYF,aAAa3C,oBAAoB2C,cAAc,EAAE;IACnE,MAAMG,eAAeZ,MAAME,KAAK,GAAGR,OAAO,CAACM,MAAME,KAAK,CAAC,GAAGW;IAC1D,MAAMC,YAAYtC,UAAUuC,GAAG,CAACf,MAAMG,EAAE;IACxC,MAAMa,QAAQtC,MAAMqC,GAAG,CAACf,MAAMG,EAAE;IAEhC,MAAMc,OAAO,CAACC;kBAG+BC;QAF3C,MAAMC,QAAQ/B,SAAS,CAAC,EAAE;QAC1B,MAAM8B,WAAWC,QAAQtD,oBAAoBsD,SAAS,EAAE;QACxDnB,SAAS;YAAEC,KAAK,UAAEkB,yBAAAA,MAAOZ,MAAM,mBAAI;YAAIL,EAAE,GAAEgB,aAAAA,QAAQ,CAAC,EAAE,YAAXA,aAAe;YAAIf,OAAO;QAAG;QACxEL,UAAUmB,MAAMG,aAAa;QAC7BxB,0BAAAA;IACF;IACA,MAAMyB,QAAQ,IAAMvB,UAAU;IAE9B,MAAMwB,cAAc,CAACf;YAGWgB;QAF9B,MAAMtB,QAAQb,UAAUqB,IAAI,CAAC,CAACe,QAAUA,MAAMjB,MAAM,KAAKA;QACzD,MAAMgB,MAAMtB,QAAQpC,oBAAoBoC,SAAS,EAAE;QACnDD,SAAS;YAAEC,OAAOM;YAAQL,EAAE,GAAEqB,QAAAA,GAAG,CAAC,EAAE,YAANA,QAAU;YAAIpB,OAAO;QAAG;IACxD;IAEA,MAAMsB,SACJC,QAAQ3B,MAAME,KAAK,IAAIF,MAAMG,EAAE,KAC9BW,CAAAA,aAAad,MAAMI,KAAK,CAACwB,IAAI,OAAO,EAAC,KACtCpC,QAAQc,MAAM,GAAG5C;IAEnB,MAAMmE,MAAM;YAKJjB;QAJN,IAAI,CAACc,QAAQ;QACb,MAAMtB,QAAQU,YAAY,KAAKd,MAAMI,KAAK,CAACwB,IAAI;QAC/C,MAAME,QACJlB,gBAAgB,CAACI,SACbJ,qBAAAA,aAAaF,IAAI,CAAC,CAACqB,SAAWA,OAAO3B,KAAK,KAAKA,2BAA/CQ,mBAAuDkB,KAAK,GAC5DjB;QACNpB,SAAS;eAAID;YAAS;gBAAEU,OAAOF,MAAME,KAAK;gBAAEC,IAAIH,MAAMG,EAAE;gBAAEC;eAAW0B,QAAQ;gBAAEA;YAAM,IAAI,CAAC;SAAK;QAC/FR;IACF;IAEA,0EAA0E,GAC1E,MAAMU,WAAW,CAACC;YAcVA;QAbN,MAAM/B,QAAQZ,OAAOoB,IAAI,CAAC,CAACe,QAAUA,MAAMjB,MAAM,KAAKyB,OAAO/B,KAAK;QAClE,MAAMgC,UAAUxC,OAAO,CAACuC,OAAO/B,KAAK,CAAC;QACrC,MAAMiC,QAAQ,CAAC/B;;gBACb8B;2BAAAA,4BAAAA,gBAAAA,QAASxB,IAAI,CAAC,CAACqB,SAAWA,OAAO3B,KAAK,KAAKA,2BAA3C8B,cAAmDJ,KAAK,mBAAI1B;;QAC9D,MAAMA,QAAQ5B,UAAUuC,GAAG,CAACkB,OAAO9B,EAAE,IACjC,KACAzB,MAAMqC,GAAG,CAACkB,OAAO9B,EAAE,IACjB8B,OAAO7B,KAAK,CACTgC,KAAK,CAAC,KACNC,GAAG,CAAC,CAACZ,QAAUA,MAAMG,IAAI,IACzBvB,MAAM,CAACsB,SACPU,GAAG,CAACF,OACJG,IAAI,CAAC,SACRL,gBAAAA,OAAOH,KAAK,YAAZG,gBAAiB/B,CAAAA,yBAAAA,MAAOqC,IAAI,MAAK,SAAS5D,SAASsD,OAAO7B,KAAK,IAAI+B,MAAMF,OAAO7B,KAAK;QAC3F,OAAO,GAAGG,OAAO0B,OAAO/B,KAAK,EAAE,CAAC,EAAErC,wBAAwBoE,OAAO9B,EAAE,IAAIC,QAAQ,CAAC,CAAC,EAAEA,OAAO,GAAG,IAAI;IACnG;IAEA,qBACE,MAACjC;QACCqE,WAAU;QACVC,SAAS;QACTC,UAAU;QACVC,IAAI;YAAEC,YAAY;YAAUC,UAAU;QAAO;;YAE5CrD,QAAQ6C,GAAG,CAAC,CAACJ,QAAQa;gBACpB,MAAMC,SAASpD,gBAAgB,QAAQsC,OAAO/B,KAAK,KAAKP;gBACxD,qBACE,KAACtB;oBAEC2E,OACED,SACI,iCACA;8BAGN,cAAA,KAAC/E;wBACCiF,MAAK;wBACLC,SAASH,SAAS,WAAW;wBAC7BI,OAAOJ,SAAS,YAAY;wBAC5BjB,OAAOE,SAASC;wBAChBrC,UAAUA;wBACVwD,UAAU,IAAM3D,SAASD,QAAQa,MAAM,CAAC,CAACgD,QAAQxE,KAAOA,OAAOiE;;mBAb5D,GAAGb,OAAO/B,KAAK,CAAC,CAAC,EAAE+B,OAAO9B,EAAE,CAAC,CAAC,EAAE2C,OAAO;YAiBlD;0BACA,KAAC/E;gBACCkF,MAAK;gBACLK,yBAAW,KAAC1F;oBAAQ2F,MA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package/src/lib/components/crm-glance-card.d.ts

@@ -0,0 +1,54 @@
+export interface CrmGlanceCardProps {
+    /**
+     * The site the card is on the dashboard of, or `null` beneath the org
+     * hub's mount (AGL-2634), where the figures total every site: the
+     * org-wide reads carry no scope clause, and the lead figure fans out
+     * over the mount's site list.
+     */
+    hostId: string | null;
+    /** The org hub's own path, for the links when there is no site to derive them from. */
+    basePath?: string;
+}
+/**
+ * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —
+ * contacts, new this week, open pipeline value, tasks due today or overdue,
+ * and leads still to work (AGL-2624) — each a link into the section that
+ * explains it.
+ *
+ * Server aggregates and nothing else: a dashboard card mounts on every
+ * visit to the site's front page, so it is the one surface on which a
+ * bounded read of a thousand rows would be a cost paid for nothing. Each
+ * number is a count or a sum the server takes over the same `visibleTo`
+ * predicate the hub's sections query with, so the card never shows a figure
+ * the section behind the link would not.
+ *
+ * The lead figure is two counts and a subtraction — every lead on the site,
+ * less the closed ones — because a lead nobody has touched carries no status
+ * field and Firestore cannot select on a field's absence; see
+ * `openLeadsFromCounts`. Leads are host-scoped by path rather than by
+ * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the
+ * site's own rules, the way the Leads section reads it.
+ *
+ * The widget is handed a host doc id and nothing else, so the org — needed
+ * for the consent group whose tokens scope the reads — comes from
+ * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the
+ * commerce glance card builds its store link. Nothing is read until the org
+ * has settled: a first round of aggregates against the solo group, replaced
+ * by a second against the real one, would be two reads for one answer.
+ *
+ * ## The organization level (AGL-2634)
+ *
+ * Mounted with no site beneath the org hub's mount, the card totals the
+ * organization: the reads carry no scope clause — the rules admit an
+ * org-wide member to every row — and the lead figure is the same two
+ * counts per site, over every site the mount lists, summed. Nothing is
+ * read until that list has settled, for the reason nothing is read under
+ * a site until the org has. The org's dashboard has no widget slot yet, so
+ * the mount is a capability rather than a page; what it needs from the
+ * shell is a slot and the hub's `basePath`.
+ */
+export declare function CrmGlanceCard(props: CrmGlanceCardProps): import("react").JSX.Element;
+export declare namespace CrmGlanceCard {
+    var displayName: string;
+}
+export default CrmGlanceCard;

package/src/lib/components/crm-glance-card.js

@@ -0,0 +1,219 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import * as Aglyn from "@aglyn/aglyn";
+import { money } from "@aglyn/shared-ui-email-campaigns/components/report-figures";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import { Button, Stack, Typography } from "@mui/material";
+import { getAggregateFromServer, getCountFromServer, query, sum, Timestamp, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useConsoleHostRoute, useFirestore, useOrgDataScope, useOrgPlan } from "@aglyn/tenant-feature-instance";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+import { crmRoutes } from "../model/crm-routes.js";
+import { openLeadsAcrossSites } from "./reports/lead-counts.js";
+import { scopedCollection, visibleToClause } from "./reports/report-scope.js";
+import { ReportStatTile } from "./reports/report-stat-tile.js";
+import { useAggregateRead } from "./reports/use-aggregate-read.js";
+const WEEK_MS = 7 * 24 * 60 * 60 * 1000;
+/**
+ * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —
+ * contacts, new this week, open pipeline value, tasks due today or overdue,
+ * and leads still to work (AGL-2624) — each a link into the section that
+ * explains it.
+ *
+ * Server aggregates and nothing else: a dashboard card mounts on every
+ * visit to the site's front page, so it is the one surface on which a
+ * bounded read of a thousand rows would be a cost paid for nothing. Each
+ * number is a count or a sum the server takes over the same `visibleTo`
+ * predicate the hub's sections query with, so the card never shows a figure
+ * the section behind the link would not.
+ *
+ * The lead figure is two counts and a subtraction — every lead on the site,
+ * less the closed ones — because a lead nobody has touched carries no status
+ * field and Firestore cannot select on a field's absence; see
+ * `openLeadsFromCounts`. Leads are host-scoped by path rather than by
+ * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the
+ * site's own rules, the way the Leads section reads it.
+ *
+ * The widget is handed a host doc id and nothing else, so the org — needed
+ * for the consent group whose tokens scope the reads — comes from
+ * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the
+ * commerce glance card builds its store link. Nothing is read until the org
+ * has settled: a first round of aggregates against the solo group, replaced
+ * by a second against the real one, would be two reads for one answer.
+ *
+ * ## The organization level (AGL-2634)
+ *
+ * Mounted with no site beneath the org hub's mount, the card totals the
+ * organization: the reads carry no scope clause — the rules admit an
+ * org-wide member to every row — and the lead figure is the same two
+ * counts per site, over every site the mount lists, summed. Nothing is
+ * read until that list has settled, for the reason nothing is read under
+ * a site until the org has. The org's dashboard has no widget slot yet, so
+ * the mount is a capability rather than a page; what it needs from the
+ * shell is a slot and the hub's `basePath`.
+ */ export function CrmGlanceCard(props) {
+    var _ref;
+    const { hostId, basePath } = props;
+    const mount = useCrmOrgMount();
+    const consoleRoute = useConsoleHostRoute(hostId);
+    const { org, ready: planReady } = useOrgPlan(hostId != null ? hostId : undefined);
+    const { scope } = useOrgDataScope(hostId ? {
+        hostId
+    } : {
+        orgId: mount == null ? void 0 : mount.orgId
+    });
+    const firestore = useFirestore();
+    // Under a site, the site's group's tokens once the org has settled; at
+    // the org level `null` — no clause — once the site list has.
+    const tokens = useMemo(()=>{
+        if (!hostId) return null;
+        if (!planReady) return undefined;
+        const group = Aglyn.consentGroupForHost(org != null ? org : null, hostId);
+        return [
+            Aglyn.ORG_SCOPE_TOKEN,
+            ...group.hostIds.map((id)=>Aglyn.hostScopeToken(id))
+        ].slice(0, Aglyn.MAX_SCOPE_HOSTS);
+    }, [
+        org,
+        planReady,
+        hostId
+    ]);
+    const leadSites = useMemo(()=>hostId ? [
+            hostId
+        ] : (mount == null ? void 0 : mount.hostsReady) ? mount.hosts.map((host)=>host.id) : null, [
+        hostId,
+        mount
+    ]);
+    const leadSitesKey = (_ref = leadSites == null ? void 0 : leadSites.join('\n')) != null ? _ref : '';
+    // Anchored once per mount so the queries are stable across renders.
+    const nowMs = useMemo(()=>Date.now(), []);
+    const figures = useAggregateRead(()=>{
+        if (!scope || tokens === undefined || !leadSites) return null;
+        const contacts = scopedCollection(firestore, scope, 'contacts');
+        const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals);
+        const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks);
+        const day = Aglyn.localDayBounds(nowMs);
+        const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
+        return Promise.all([
+            countOf(query(contacts, ...visibleToClause(tokens))),
+            countOf(query(contacts, ...visibleToClause(tokens), where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)))),
+            getAggregateFromServer(query(deals, ...visibleToClause(tokens), where('status', '==', 'open')), {
+                amountCents: sum('amountCents')
+            }).then((snapshot)=>{
+                var _snapshot_data_amountCents;
+                return Number((_snapshot_data_amountCents = snapshot.data().amountCents) != null ? _snapshot_data_amountCents : 0);
+            }),
+            // Due today OR overdue: everything open that is due before the day ends.
+            countOf(query(tasks, ...visibleToClause(tokens), where('status', '==', 'open'), where('dueAtMs', '<', day.end))),
+            openLeadsAcrossSites(firestore, leadSites)
+        ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork])=>({
+                contacts,
+                newThisWeek,
+                pipelineCents,
+                tasksDue,
+                leadsToWork
+            }));
+    }, [
+        firestore,
+        scope,
+        tokens,
+        nowMs,
+        leadSitesKey
+    ]);
+    const routes = useMemo(()=>hostId ? consoleRoute.base ? crmRoutes(`${consoleRoute.base}/crm`) : null : basePath ? crmRoutes(basePath) : null, [
+        hostId,
+        consoleRoute.base,
+        basePath
+    ]);
+    const hubHref = hostId ? consoleRoute.base ? `${consoleRoute.base}/crm` : undefined : basePath;
+    const value = figures.value;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'CRM at a glance',
+        help: Aglyn.pluginDocsHelp('crmReports', {
+            anchor: '#crm-at-a-glance',
+            excerpt: 'Contacts, new contacts this week, the value of every open deal, ' + 'the tasks due today or overdue, and the leads still to work — ' + 'each counted on the server and each a link into the CRM.'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(Button, _extends({
+                component: AppLink
+            }, {
+                componentVariant: 'naked',
+                nativeButton: false
+            }, {
+                href: hubHref,
+                size: "small",
+                color: "primary",
+                children: 'Open CRM'
+            }))
+        },
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1.5,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Contacts',
+                            value: value ? value.contacts.toLocaleString() : null,
+                            href: routes == null ? void 0 : routes.section('contacts')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'New this week',
+                            value: value ? value.newThisWeek.toLocaleString() : null,
+                            href: routes == null ? void 0 : routes.section('contacts')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Open pipeline',
+                            value: value ? money(value.pipelineCents, 'usd') : null,
+                            href: routes == null ? void 0 : routes.section('deals')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Tasks due',
+                            value: value ? value.tasksDue.toLocaleString() : null,
+                            note: 'today or overdue',
+                            color: (value == null ? void 0 : value.tasksDue) ? 'warning.main' : undefined,
+                            href: routes == null ? void 0 : routes.section('tasks')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Leads to work',
+                            value: value ? value.leadsToWork.toLocaleString() : null,
+                            note: hostId ? 'open on this site' : 'open across every site',
+                            href: routes == null ? void 0 : routes.section('leads')
+                        })
+                    ]
+                }),
+                figures.status === 'error' ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: 'The CRM figures could not be read. Open the CRM for the full picture.'
+                }) : null
+            ]
+        })
+    });
+}
+CrmGlanceCard.displayName = 'CrmGlanceCard';
+export default CrmGlanceCard;
+
+//# sourceMappingURL=crm-glance-card.js.map