@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/reports/activity-card.js

@@ -0,0 +1,281 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import * as Aglyn from "@aglyn/aglyn";
+import { CardDisplay } from "@aglyn/shared-ui-jsx";
+import { Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
+import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
+import { Alert, Stack, TableBody, TableCell, TableHead, TableRow, Typography } from "@mui/material";
+import { getCountFromServer, limit, orderBy, query, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { useOrgMemberOptions } from "../../hooks/use-org-member-options.js";
+import { ReportExport } from "./report-export.js";
+import { reportFilename } from "./report-format.js";
+import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
+import { ReportStatTile } from "./report-stat-tile.js";
+import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+/**
+ * How many activities and how many completed tasks the leaderboard is
+ * grouped from.
+ *
+ * The tiles are server counts and never meet these bounds; the table needs
+ * each activity's kind and author and each task's completer, so it reads
+ * the period's newest thousand of each and says when there were more —
+ * the contacts list's bound, and the one every window on this page shares.
+ */ const ACTIVITY_CEILING = 1000;
+const TASK_DONE_CEILING = 1000;
+/** The table's columns, which are also the CSV's. */ const COLUMNS = [
+    'Teammate',
+    ...Aglyn.CRM_ACTIVITY_KINDS.map((kind)=>Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),
+    'Activities',
+    'Tasks done'
+];
+/**
+ * Activity by teammate (AGL-2624): the calls, emails, meetings and notes
+ * each member logged in the period, and the tasks they ticked off,
+ * busiest first.
+ *
+ * ## Two windows, two indexes, one table
+ *
+ * Activities are counted within the period on `atMs`; completed tasks are
+ * counted the same way on `completedAtMs`, under `status == 'done'`. Each
+ * count is also drawn as a window, newest first, for the leaderboard.
+ *
+ * ## Why that is four indexes and not one
+ *
+ * The counts and the windows do not share an index, and neither do the two
+ * audiences.
+ *
+ * A COUNT here names no `orderBy`. Firestore then orders implicitly by the
+ * range field, ASCENDING, so a count wants `completedAtMs` ascending — while
+ * the window beside it asks for `desc` explicitly and wants the descending
+ * one. A composite index serves one direction or its exact reverse, never
+ * both, so declaring only the direction the window reads leaves the count
+ * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that
+ * otherwise looks fine.
+ *
+ * Then the visibility clause doubles it. `visibleToClause` contributes
+ * nothing when the reader's tokens are null, which is every organization-level
+ * read, so the shape arriving at Firestore has no leading array field — a
+ * different index, not a prefix of the one with it. `(visibleTo, status,
+ * completedAtMs)` serves a site and `(status, completedAtMs)` the org above
+ * it; one without the other is a card that works for exactly one audience.
+ *
+ * The two reads are independent so that a missing task index degrades ONE
+ * column to a dash and a notice rather than the whole card: the activities
+ * were read, and the leaderboard draws them.
+ *
+ * A task ordered by `completedAtMs` is a task the complete route stamped;
+ * a task marked done some other way, without the stamp, is not in the
+ * window and the caption says what the column is grouped from.
+ *
+ * ## Names
+ *
+ * Every activity carries the name it was signed with, for the reason
+ * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's
+ * uid. The roster is read too, through the members route any member may
+ * ask, and wins when it knows the uid, so a renamed teammate reads by
+ * their current name; the signed name covers a uid the roster no longer
+ * has, and the uid itself covers the rest.
+ */ export function ActivityCard(props) {
+    const { report } = props;
+    const { scope, tokens, range, period, routes } = report;
+    const firestore = useFirestore();
+    const roster = useOrgMemberOptions(scope[1]);
+    const activitiesBetween = (from, to)=>query(scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities), ...visibleToClause(tokens), where('atMs', '>=', from), where('atMs', '<', to));
+    const tasksDoneBetween = (from, to)=>query(scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks), ...visibleToClause(tokens), where('status', '==', 'done'), where('completedAtMs', '>=', from), where('completedAtMs', '<', to));
+    const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
+    const activityCounts = useAggregateRead(()=>Promise.all([
+            countOf(activitiesBetween(range.from, range.to)),
+            countOf(activitiesBetween(range.previousFrom, range.previousTo))
+        ]).then(([current, previous])=>({
+                current,
+                previous
+            })), [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'activity:counts')
+    });
+    const taskCounts = useAggregateRead(()=>Promise.all([
+            countOf(tasksDoneBetween(range.from, range.to)),
+            countOf(tasksDoneBetween(range.previousFrom, range.previousTo))
+        ]).then(([current, previous])=>({
+                current,
+                previous
+            })), [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'activity:tasks-counts')
+    });
+    const activityWindow = useWindowRead(()=>query(activitiesBetween(range.from, range.to), orderBy('atMs', 'desc'), limit(ACTIVITY_CEILING + 1)), ACTIVITY_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'activity:window')
+    });
+    const taskWindow = useWindowRead(()=>query(tasksDoneBetween(range.from, range.to), orderBy('completedAtMs', 'desc'), limit(TASK_DONE_CEILING + 1)), TASK_DONE_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'activity:tasks-window')
+    });
+    const rows = useMemo(()=>Aglyn.activityLeaderboard(activityWindow.rows, taskWindow.rows), [
+        activityWindow,
+        taskWindow
+    ]);
+    const nameOf = (row)=>{
+        var _ref, _ref1;
+        var _Aglyn_findOrgMember;
+        if (!row.uid) return 'No teammate';
+        return (_ref = (_ref1 = (_Aglyn_findOrgMember = Aglyn.findOrgMember(roster.options, row.uid)) == null ? void 0 : _Aglyn_findOrgMember.label) != null ? _ref1 : row.name) != null ? _ref : row.uid;
+    };
+    const teammates = rows.filter((row)=>row.uid).length;
+    const activitiesRead = activityWindow.status === 'success';
+    const tasksRead = taskWindow.status === 'success';
+    const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading';
+    const caption = [
+        activityWindow.truncated ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period` : null,
+        taskWindow.truncated ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks` : null
+    ].filter(Boolean).join(' and ');
+    const activityFigures = activityCounts.value;
+    const taskFigures = taskCounts.value;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Activity by teammate',
+        help: Aglyn.pluginDocsHelp('crmReports', {
+            anchor: '#activity-by-teammate',
+            excerpt: 'The calls, emails, meetings and notes each teammate logged in ' + 'the period, and the tasks they completed, busiest first. ' + 'Grouped from the period’s newest thousand of each.'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Activities logged',
+                            value: activityFigures ? activityFigures.current.toLocaleString() : null,
+                            deltaPct: activityFigures ? Aglyn.deltaPercent(activityFigures.current, activityFigures.previous) : null,
+                            note: 'counted on the server',
+                            href: routes.section('contacts')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Tasks completed',
+                            value: taskFigures ? taskFigures.current.toLocaleString() : null,
+                            deltaPct: taskFigures ? Aglyn.deltaPercent(taskFigures.current, taskFigures.previous) : null,
+                            note: 'ticked off in the period',
+                            href: routes.section('tasks')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Teammates active',
+                            value: settled ? teammates.toLocaleString() : null,
+                            note: 'logged or completed something'
+                        })
+                    ]
+                }),
+                activityCounts.status === 'error' || activityWindow.status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: 'The activities could not be read.'
+                }) : null,
+                taskCounts.status === 'error' || taskWindow.status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: 'The completed-task counts could not be read; the Tasks done column is left blank.'
+                }) : null,
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'Who did what',
+                    children: [
+                        rows.length ? /*#__PURE__*/ _jsxs(ScrollTable, {
+                            size: "small",
+                            children: [
+                                /*#__PURE__*/ _jsx(TableHead, {
+                                    children: /*#__PURE__*/ _jsx(TableRow, {
+                                        children: COLUMNS.map((column, index)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                align: index ? 'right' : 'left',
+                                                children: column
+                                            }, column))
+                                    })
+                                }),
+                                /*#__PURE__*/ _jsx(TableBody, {
+                                    children: rows.map((row)=>/*#__PURE__*/ _jsxs(TableRow, {
+                                            children: [
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: nameOf(row)
+                                                }),
+                                                Aglyn.CRM_ACTIVITY_KINDS.map((kind)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                        align: "right",
+                                                        children: row.kinds[kind].toLocaleString()
+                                                    }, kind)),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.activities.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: tasksRead ? row.tasksDone.toLocaleString() : '—'
+                                                })
+                                            ]
+                                        }, row.uid || '$nobody'))
+                                })
+                            ]
+                        }) : /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            color: "text.secondary",
+                            children: settled ? 'Nothing logged or completed in this period.' : 'Reading…'
+                        }),
+                        rows.some((row)=>!row.uid) ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: 'No teammate — activities an automation logged, and tasks completed with nobody assigned.'
+                        }) : null,
+                        /*#__PURE__*/ _jsx(ReportExport, {
+                            filename: reportFilename('activity', period),
+                            columns: COLUMNS,
+                            rows: ()=>rows.map((row)=>[
+                                        nameOf(row),
+                                        ...Aglyn.CRM_ACTIVITY_KINDS.map((kind)=>row.kinds[kind]),
+                                        row.activities,
+                                        tasksRead ? row.tasksDone : ''
+                                    ]),
+                            disabled: !activitiesRead || !rows.length,
+                            caption: caption ? `${caption}; the tiles are counted on the server.` : undefined
+                        })
+                    ]
+                })
+            ]
+        })
+    });
+}
+ActivityCard.displayName = 'ActivityCard';
+export default ActivityCard;
+
+//# sourceMappingURL=activity-card.js.map

package/src/lib/components/reports/activity-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many activities and how many completed tasks the leaderboard is\n * grouped from.\n *\n * The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n */\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = [\n  'Teammate',\n  ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n  'Activities',\n  'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n *\n * ## Two windows, two indexes, one table\n *\n * Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n *\n * ## Why that is four indexes and not one\n *\n * The counts and the windows do not share an index, and neither do the two\n * audiences.\n *\n * A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n *\n * Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n *\n * The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n *\n * A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n *\n * ## Names\n *\n * Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n */\nexport function ActivityCard(props: ActivityCardProps) {\n  const { report } = props\n  const { scope, tokens, range, period, routes } = report\n  const firestore = useFirestore()\n  const roster = useOrgMemberOptions(scope[1])\n\n  const activitiesBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n      ...visibleToClause(tokens),\n      where('atMs', '>=', from),\n      where('atMs', '<', to),\n    )\n  const tasksDoneBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'done'),\n      where('completedAtMs', '>=', from),\n      where('completedAtMs', '<', to),\n    )\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n  const activityCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(activitiesBetween(range.from, range.to)),\n        countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:counts') },\n  )\n  const taskCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(tasksDoneBetween(range.from, range.to)),\n        countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n  )\n\n  const activityWindow = useWindowRead<ActivityRow>(\n    () =>\n      query(\n        activitiesBetween(range.from, range.to),\n        orderBy('atMs', 'desc'),\n        limit(ACTIVITY_CEILING + 1),\n      ),\n    ACTIVITY_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:window') },\n  )\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        tasksDoneBetween(range.from, range.to),\n        orderBy('completedAtMs', 'desc'),\n        limit(TASK_DONE_CEILING + 1),\n      ),\n    TASK_DONE_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n  )\n\n  const rows = useMemo(\n    () => Aglyn.activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: Aglyn.ActivityLeaderboardRow): string => {\n    if (!row.uid) return 'No teammate'\n    return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n  }\n  const teammates = rows.filter((row) => row.uid).length\n\n  const activitiesRead = activityWindow.status === 'success'\n  const tasksRead = taskWindow.status === 'success'\n  const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n  const caption = [\n    activityWindow.truncated\n      ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n      : null,\n    taskWindow.truncated\n      ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n      : null,\n  ]\n    .filter(Boolean)\n    .join(' and ')\n  const activityFigures = activityCounts.value\n  const taskFigures = taskCounts.value\n\n  return (\n    <CardDisplay\n      header={'Activity by teammate'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#activity-by-teammate',\n        excerpt:\n          'The calls, emails, meetings and notes each teammate logged in ' +\n          'the period, and the tasks they completed, busiest first. ' +\n          'Grouped from the period’s newest thousand of each.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Activities logged'}\n            value={activityFigures ? activityFigures.current.toLocaleString() : null}\n            deltaPct={\n              activityFigures\n                ? Aglyn.deltaPercent(activityFigures.current, activityFigures.previous)\n                : null\n            }\n            note={'counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Tasks completed'}\n            value={taskFigures ? taskFigures.current.toLocaleString() : null}\n            deltaPct={\n              taskFigures\n                ? Aglyn.deltaPercent(taskFigures.current, taskFigures.previous)\n                : null\n            }\n            note={'ticked off in the period'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Teammates active'}\n            value={settled ? teammates.toLocaleString() : null}\n            note={'logged or completed something'}\n          />\n        </Stack>\n        {activityCounts.status === 'error' || activityWindow.status === 'error' ? (\n          <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n        ) : null}\n        {taskCounts.status === 'error' || taskWindow.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n          </Alert>\n        ) : null}\n        <Section title={'Who did what'}>\n          {rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.uid || '$nobody'}>\n                    <TableCell>{nameOf(row)}</TableCell>\n                    {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n                      <TableCell key={kind} align=\"right\">\n                        {row.kinds[kind].toLocaleString()}\n                      </TableCell>\n                    ))}\n                    <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">\n                      {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n            </Typography>\n          )}\n          {rows.some((row) => !row.uid) ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n            </Typography>\n          ) : null}\n          <ReportExport\n            filename={reportFilename('activity', period)}\n            columns={COLUMNS}\n            rows={() =>\n              rows.map((row) => [\n                nameOf(row),\n                ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n                row.activities,\n                tasksRead ? row.tasksDone : '',\n              ])\n            }\n            disabled={!activitiesRead || !rows.length}\n            caption={caption ? `${caption}; the tiles are counted on the server.` : undefined}\n          />\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default 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package/src/lib/components/reports/closed-deals-card.d.ts

@@ -0,0 +1,20 @@
+import { type CrmReportScope } from './report-scope';
+export interface ClosedDealsCardProps {
+    report: CrmReportScope;
+}
+/**
+ * Deals won and lost in the period, and the win rate over what closed
+ * (AGL-2604).
+ *
+ * Won and lost are TWO queries rather than one over `status in [won,
+ * lost]`: each is an equality the `(visibleTo, status, closedAtMs)` index
+ * serves directly, and a card that drew one series from a merged read
+ * would have to split it again by hand. The range is on `closedAtMs`, the
+ * moment the deal was closed — not `updatedAt`, which a note added last
+ * week would move.
+ */
+export declare function ClosedDealsCard(props: ClosedDealsCardProps): import("react").JSX.Element;
+export declare namespace ClosedDealsCard {
+    var displayName: string;
+}
+export default ClosedDealsCard;

package/src/lib/components/reports/closed-deals-card.js

@@ -0,0 +1,194 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx, 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 { CardDisplay } from "@aglyn/shared-ui-jsx";
+import { measuredRate, percent, Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
+import { Alert, Stack, Typography } from "@mui/material";
+import { count, getAggregateFromServer, getCountFromServer, limit, orderBy, query, sum, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { ReportBarChart } from "./report-bar-chart.js";
+import { weekLabel } from "./report-format.js";
+import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
+import { ReportStatTile } from "./report-stat-tile.js";
+import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+/**
+ * How many closed deals of each outcome the weekly chart reads.
+ *
+ * The tiles are server aggregates and never meet this bound; the chart
+ * needs each deal's `closedAtMs` to place it in a week, so it reads them,
+ * most recent first, and says when the period held more.
+ */ const CLOSED_DEAL_CEILING = 500;
+/**
+ * Deals won and lost in the period, and the win rate over what closed
+ * (AGL-2604).
+ *
+ * Won and lost are TWO queries rather than one over `status in [won,
+ * lost]`: each is an equality the `(visibleTo, status, closedAtMs)` index
+ * serves directly, and a card that drew one series from a merged read
+ * would have to split it again by hand. The range is on `closedAtMs`, the
+ * moment the deal was closed — not `updatedAt`, which a note added last
+ * week would move.
+ */ export function ClosedDealsCard(props) {
+    const { report } = props;
+    const { scope, tokens, range, routes } = report;
+    const firestore = useFirestore();
+    const closedInPeriod = (status)=>query(scopedCollection(firestore, scope, 'deals'), ...visibleToClause(tokens), where('status', '==', status), where('closedAtMs', '>=', range.from), where('closedAtMs', '<', range.to));
+    const closed = useAggregateRead(()=>Promise.all([
+            getAggregateFromServer(closedInPeriod('won'), {
+                count: count(),
+                amountCents: sum('amountCents')
+            }).then((snapshot)=>{
+                var _snapshot_data_count, _snapshot_data_amountCents;
+                return {
+                    count: Number((_snapshot_data_count = snapshot.data().count) != null ? _snapshot_data_count : 0),
+                    amountCents: Number((_snapshot_data_amountCents = snapshot.data().amountCents) != null ? _snapshot_data_amountCents : 0)
+                };
+            }),
+            getCountFromServer(closedInPeriod('lost')).then((snapshot)=>snapshot.data().count)
+        ]).then(([won, lost])=>({
+                won,
+                lost
+            })), [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'closed:totals')
+    });
+    const wonWindow = useWindowRead(()=>query(closedInPeriod('won'), orderBy('closedAtMs', 'desc'), limit(CLOSED_DEAL_CEILING + 1)), CLOSED_DEAL_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'closed:won')
+    });
+    const lostWindow = useWindowRead(()=>query(closedInPeriod('lost'), orderBy('closedAtMs', 'desc'), limit(CLOSED_DEAL_CEILING + 1)), CLOSED_DEAL_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'closed:lost')
+    });
+    const wonStatus = wonWindow.status;
+    const lostStatus = lostWindow.status;
+    const chart = useMemo(()=>{
+        const wonWeeks = Aglyn.bucketByWeek(wonWindow.rows, (deal)=>deal.closedAtMs, range.from, range.to);
+        const lostWeeks = Aglyn.bucketByWeek(lostWindow.rows, (deal)=>deal.closedAtMs, range.from, range.to);
+        return {
+            labels: wonWeeks.map((week)=>weekLabel(week.start)),
+            won: wonWeeks.map((week)=>week.items.length),
+            wonCents: wonWeeks.map((week)=>week.items.reduce((total, deal)=>{
+                    var _deal_amountCents;
+                    return total + Math.max(0, Number((_deal_amountCents = deal.amountCents) != null ? _deal_amountCents : 0));
+                }, 0)),
+            lost: lostWeeks.map((week)=>week.items.length),
+            currency: Aglyn.currencyOfDeals(wonWindow.rows).currency
+        };
+    }, [
+        wonWindow,
+        lostWindow,
+        range
+    ]);
+    const figures = closed.value;
+    const winRate = figures ? measuredRate(figures.won.count, figures.won.count + figures.lost, 'closed') : null;
+    const chartRead = wonStatus === 'success' && lostStatus === 'success';
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Won and lost',
+        help: Aglyn.pluginDocsHelp('crmReports', {
+            anchor: '#won-and-lost',
+            excerpt: 'Deals closed in the period, by outcome and by week, with the ' + 'value of what was won and the win rate over everything that ' + 'closed. Placed by the moment each deal was closed.'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Won',
+                            value: figures ? figures.won.count.toLocaleString() : null,
+                            note: figures ? `${money(figures.won.amountCents, chart.currency)} closed won` : undefined,
+                            href: routes.section('deals')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Lost',
+                            value: figures ? figures.lost.toLocaleString() : null,
+                            note: 'in the period',
+                            riseIsGood: false,
+                            href: routes.section('deals')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Win rate',
+                            value: winRate ? percent(winRate.value) : null,
+                            note: winRate ? `${winRate.numerator.toLocaleString()} of ${winRate.denominator.toLocaleString()} ${winRate.denominatorLabel}` : figures ? 'nothing closed in the period' : undefined
+                        })
+                    ]
+                }),
+                closed.status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: 'The closed-deal totals could not be read.'
+                }) : null,
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'Won vs lost per week',
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportBarChart, {
+                            labels: chart.labels,
+                            series: [
+                                {
+                                    name: 'Won',
+                                    color: 'success.main',
+                                    values: chart.won
+                                },
+                                {
+                                    name: 'Lost',
+                                    color: 'error.main',
+                                    values: chart.lost
+                                }
+                            ],
+                            format: (value, seriesIndex, barIndex)=>{
+                                var _chart_wonCents_barIndex;
+                                return seriesIndex === 0 ? `Won: ${value.toLocaleString()} · ${money((_chart_wonCents_barIndex = chart.wonCents[barIndex]) != null ? _chart_wonCents_barIndex : 0, chart.currency)}` : `Lost: ${value.toLocaleString()}`;
+                            },
+                            emptyText: chartRead ? 'Nothing closed in this period.' : 'Reading…'
+                        }),
+                        wonWindow.truncated || lostWindow.truncated ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: `The chart places the ${CLOSED_DEAL_CEILING} most recently closed of each outcome; the tiles are counted on the server.`
+                        }) : null
+                    ]
+                })
+            ]
+        })
+    });
+}
+ClosedDealsCard.displayName = 'ClosedDealsCard';
+export default ClosedDealsCard;
+
+//# sourceMappingURL=closed-deals-card.js.map

package/src/lib/components/reports/closed-deals-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/closed-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-email-campaigns/components/report-figures'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  measuredRate,\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport {\n  count,\n  getAggregateFromServer,\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  sum,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportBarChart } from './report-bar-chart'\nimport { weekLabel } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many closed deals of each outcome the weekly chart reads.\n *\n * The tiles are server aggregates and never meet this bound; the chart\n * needs each deal's `closedAtMs` to place it in a week, so it reads them,\n * most recent first, and says when the period held more.\n */\nconst CLOSED_DEAL_CEILING = 500\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\n\nexport interface ClosedDealsCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Deals won and lost in the period, and the win rate over what closed\n * (AGL-2604).\n *\n * Won and lost are TWO queries rather than one over `status in [won,\n * lost]`: each is an equality the `(visibleTo, status, closedAtMs)` index\n * serves directly, and a card that drew one series from a merged read\n * would have to split it again by hand. The range is on `closedAtMs`, the\n * moment the deal was closed — not `updatedAt`, which a note added last\n * week would move.\n */\nexport function ClosedDealsCard(props: ClosedDealsCardProps) {\n  const { report } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const closedInPeriod = (status: Aglyn.CrmDealStatus) =>\n    query(\n      scopedCollection(firestore, scope, 'deals'),\n      ...visibleToClause(tokens),\n      where('status', '==', status),\n      where('closedAtMs', '>=', range.from),\n      where('closedAtMs', '<', range.to),\n    )\n\n  const closed = useAggregateRead(\n    () =>\n      Promise.all([\n        getAggregateFromServer(closedInPeriod('won'), {\n          count: count(),\n          amountCents: sum('amountCents'),\n        }).then((snapshot) => ({\n          count: Number(snapshot.data().count ?? 0),\n          amountCents: Number(snapshot.data().amountCents ?? 0),\n        })),\n        getCountFromServer(closedInPeriod('lost')).then(\n          (snapshot) => snapshot.data().count,\n        ),\n      ]).then(([won, lost]) => ({ won, lost })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:totals') },\n  )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        closedInPeriod('won'),\n        orderBy('closedAtMs', 'desc'),\n        limit(CLOSED_DEAL_CEILING + 1),\n      ),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n  const lostWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        closedInPeriod('lost'),\n        orderBy('closedAtMs', 'desc'),\n        limit(CLOSED_DEAL_CEILING + 1),\n      ),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:lost') },\n  )\n  const wonStatus = wonWindow.status\n  const lostStatus = lostWindow.status\n\n  const chart = useMemo(() => {\n    const wonWeeks = Aglyn.bucketByWeek(\n      wonWindow.rows,\n      (deal) => deal.closedAtMs,\n      range.from,\n      range.to,\n    )\n    const lostWeeks = Aglyn.bucketByWeek(\n      lostWindow.rows,\n      (deal) => deal.closedAtMs,\n      range.from,\n      range.to,\n    )\n    return {\n      labels: wonWeeks.map((week) => weekLabel(week.start)),\n      won: wonWeeks.map((week) => week.items.length),\n      wonCents: wonWeeks.map((week) =>\n        week.items.reduce(\n          (total, deal) => total + Math.max(0, Number(deal.amountCents ?? 0)),\n          0,\n        ),\n      ),\n      lost: lostWeeks.map((week) => week.items.length),\n      currency: Aglyn.currencyOfDeals(wonWindow.rows).currency,\n    }\n  }, [wonWindow, lostWindow, range])\n\n  const figures = closed.value\n  const winRate = figures\n    ? measuredRate(figures.won.count, figures.won.count + figures.lost, 'closed')\n    : null\n  const chartRead = wonStatus === 'success' && lostStatus === 'success'\n\n  return (\n    <CardDisplay\n      header={'Won and lost'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#won-and-lost',\n        excerpt:\n          'Deals closed in the period, by outcome and by week, with the ' +\n          'value of what was won and the win rate over everything that ' +\n          'closed. Placed by the moment each deal was closed.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Won'}\n            value={figures ? figures.won.count.toLocaleString() : null}\n            note={\n              figures\n                ? `${money(figures.won.amountCents, chart.currency)} closed won`\n                : undefined\n            }\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Lost'}\n            value={figures ? figures.lost.toLocaleString() : null}\n            note={'in the period'}\n            riseIsGood={false}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Win rate'}\n            value={winRate ? percent(winRate.value) : null}\n            note={\n              winRate\n                ? `${winRate.numerator.toLocaleString()} of ${winRate.denominator.toLocaleString()} ${winRate.denominatorLabel}`\n                : figures\n                  ? 'nothing closed in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {closed.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The closed-deal totals could not be read.'}\n          </Alert>\n        ) : null}\n        <Section title={'Won vs lost per week'}>\n          <ReportBarChart\n            labels={chart.labels}\n            series={[\n              { name: 'Won', color: 'success.main', values: chart.won },\n              { name: 'Lost', color: 'error.main', values: chart.lost },\n            ]}\n            format={(value, seriesIndex, barIndex) =>\n              seriesIndex === 0\n                ? `Won: ${value.toLocaleString()} · ${money(chart.wonCents[barIndex] ?? 0, chart.currency)}`\n                : `Lost: ${value.toLocaleString()}`\n            }\n            emptyText={chartRead ? 'Nothing closed in this period.' : 'Reading…'}\n          />\n          {wonWindow.truncated || lostWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`The chart places the ${CLOSED_DEAL_CEILING} most recently closed of each outcome; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nClosedDealsCard.displayName = 'ClosedDealsCard'\n\nexport default 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package/src/lib/components/reports/contacts-mix-card.d.ts

@@ -0,0 +1,27 @@
+import { type CrmReportScope } from './report-scope';
+import { type AggregateRead } from './use-aggregate-read';
+export interface ContactsMixCardProps {
+    report: CrmReportScope;
+    /** The section's count of every contact this reader may see — what decides whether the read is a sample. */
+    totalContacts: AggregateRead<number>;
+}
+/**
+ * Contacts by source, and the lifecycle funnel, from the newest thousand
+ * contacts (AGL-2604).
+ *
+ * Both are read through THIS group's facet, the way every other field on
+ * the contacts page is: a source is which capture surface this holder saw
+ * the person through, and a stage is where this business's sales team put
+ * them. Reading either off the top of the document would chart another
+ * holder's records — the disclosure the facet shape exists to end.
+ *
+ * Newest by `createdAt` rather than by `updatedAt`, so that the sample is
+ * "the last thousand people captured" — a population a reader can reason
+ * about — and not "the thousand most recently edited", which is whichever
+ * ones a bulk tag touched last.
+ */
+export declare function ContactsMixCard(props: ContactsMixCardProps): import("react").JSX.Element;
+export declare namespace ContactsMixCard {
+    var displayName: string;
+}
+export default ContactsMixCard;