@aglyn/plugins-crm 1.0.0-beta.143

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

@@ -0,0 +1,251 @@
+/**
+ * @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 { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
+import { Box, Stack, TableBody, TableCell, TableHead, TableRow, Typography } from "@mui/material";
+import { limit, orderBy, query, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { collectionCeiling } from "@aglyn/tenant-feature-instance/hooks/host-collection-queries";
+import { plural } from "./report-format.js";
+import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
+import { useWindowRead } from "./use-aggregate-read.js";
+/**
+ * The same window the pipeline card reads, under the SAME cache key and
+ * the same dependencies, so the two cards cost one read between them —
+ * `useAggregateRead` joins a read already in the air for the key. The
+ * numbers must match the pipeline card's query exactly or the key would
+ * name two different questions.
+ */ const OPEN_DEAL_CEILING = 1000;
+const PIPELINE_CEILING = 20;
+/** `Sep 2026` — the month a column is. */ function monthLabel(startMs) {
+    return new Date(startMs).toLocaleDateString(undefined, {
+        month: 'short',
+        year: 'numeric'
+    });
+}
+/**
+ * Forecast by close month (AGL-2620): the open pipeline laid out by the
+ * month each deal is expected to close, for the next six, per pipeline,
+ * at face value and weighted by the stage.
+ *
+ * Not period-scoped, like the pipeline card and for the same reason: the
+ * forecast is what is open NOW, looked at forward. Deals with no expected
+ * close are their own row rather than a footnote — that row is the size
+ * of the pipeline nobody has scheduled, which is the number the picker
+ * of a close date most needs to see — and deals dated before this month
+ * (overdue) or past the sixth (later) are rows too, so the column adds up
+ * to the pipeline.
+ */ export function ForecastCard(props) {
+    const { report } = props;
+    const { scope, tokens, nowMs } = report;
+    const firestore = useFirestore();
+    const dealWindow = useWindowRead(()=>query(scopedCollection(firestore, scope, 'deals'), ...visibleToClause(tokens), where('status', '==', 'open'), orderBy('updatedAt', 'desc'), limit(OPEN_DEAL_CEILING + 1)), OPEN_DEAL_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        nowMs
+    ], {
+        cacheKey: reportCacheKey(report, 'pipeline:deals')
+    });
+    const pipelineWindow = useWindowRead(()=>collectionCeiling(query(scopedCollection(firestore, scope, 'pipelines'), ...visibleToClause(tokens)), PIPELINE_CEILING), PIPELINE_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        nowMs
+    ], {
+        cacheKey: reportCacheKey(report, 'pipeline:pipelines')
+    });
+    const forecast = useMemo(()=>Aglyn.forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs), [
+        dealWindow.rows,
+        pipelineWindow.rows,
+        nowMs
+    ]);
+    const currency = useMemo(()=>Aglyn.currencyOfDeals(dealWindow.rows), [
+        dealWindow.rows
+    ]);
+    const read = dealWindow.status === 'success' && pipelineWindow.status === 'success';
+    const failed = dealWindow.status === 'error' || pipelineWindow.status === 'error';
+    // A pipeline with nothing open is still a column; an unknown pipeline id
+    // is a column named for what it is.
+    const columns = forecast.pipelines;
+    const manyColumns = columns.length > 1;
+    const rows = [
+        {
+            key: 'overdue',
+            label: 'Before this month',
+            cellOf: (row)=>row.overdue,
+            total: forecast.overdue,
+            muted: true
+        },
+        ...forecast.buckets.map((bucket, index)=>({
+                key: bucket.key,
+                label: monthLabel(bucket.start),
+                cellOf: (row)=>row.months[index],
+                total: forecast.months[index]
+            })),
+        {
+            key: 'later',
+            label: 'Later',
+            cellOf: (row)=>row.later,
+            total: forecast.later,
+            muted: true
+        },
+        {
+            key: 'undated',
+            label: 'No expected close',
+            cellOf: (row)=>row.undated,
+            total: forecast.undated,
+            muted: true
+        }
+    ].filter((row)=>row.key !== 'overdue' && row.key !== 'later' ? true : row.total.count > 0);
+    const cell = (value, code)=>value.count === 0 ? /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "text.disabled",
+            children: '—'
+        }) : /*#__PURE__*/ _jsxs(Stack, {
+            sx: {
+                lineHeight: 1.2
+            },
+            children: [
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    children: money(value.amountCents, code)
+                }),
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: `${money(value.weightedCents, code)} weighted · ${plural(value.count, 'deal')}`
+                })
+            ]
+        });
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Forecast by close month',
+        help: Aglyn.pluginDocsHelp('crmReports', {
+            anchor: '#forecast-by-close-month',
+            excerpt: 'Every open deal by the month it is expected to close, for the ' + 'next six months and per pipeline, at face value and weighted by ' + 'its stage. Deals with no expected close are their own row.'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1.5,
+            children: [
+                failed ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "warning.main",
+                    children: 'The forecast could not be read.'
+                }) : !read ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "text.secondary",
+                    children: '—'
+                }) : forecast.total.count === 0 ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "text.secondary",
+                    children: 'No open deals yet.'
+                }) : /*#__PURE__*/ _jsx(Box, {
+                    children: /*#__PURE__*/ _jsxs(ScrollTable, {
+                        size: "small",
+                        "aria-label": "Forecast by close month",
+                        children: [
+                            /*#__PURE__*/ _jsx(TableHead, {
+                                children: /*#__PURE__*/ _jsxs(TableRow, {
+                                    children: [
+                                        /*#__PURE__*/ _jsx(TableCell, {
+                                            children: 'Expected close'
+                                        }),
+                                        columns.map((column)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: column.name || 'Pipeline not visible'
+                                            }, column.pipelineId)),
+                                        manyColumns ? /*#__PURE__*/ _jsx(TableCell, {
+                                            align: "right",
+                                            children: 'All pipelines'
+                                        }) : null
+                                    ]
+                                })
+                            }),
+                            /*#__PURE__*/ _jsxs(TableBody, {
+                                children: [
+                                    rows.map((row)=>/*#__PURE__*/ _jsxs(TableRow, {
+                                            "data-forecast-row": row.key,
+                                            children: [
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: /*#__PURE__*/ _jsx(Typography, {
+                                                        variant: "body2",
+                                                        color: row.muted ? 'text.secondary' : undefined,
+                                                        children: row.label
+                                                    })
+                                                }),
+                                                columns.map((column)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                        align: "right",
+                                                        children: cell(row.cellOf(column), currency.currency)
+                                                    }, column.pipelineId)),
+                                                manyColumns ? /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: cell(row.total, currency.currency)
+                                                }) : null
+                                            ]
+                                        }, row.key)),
+                                    /*#__PURE__*/ _jsxs(TableRow, {
+                                        children: [
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                children: /*#__PURE__*/ _jsx(Typography, {
+                                                    variant: "subtitle2",
+                                                    children: 'Open pipeline'
+                                                })
+                                            }),
+                                            columns.map((column)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: cell(column.total, currency.currency)
+                                                }, column.pipelineId)),
+                                            manyColumns ? /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: cell(forecast.total, currency.currency)
+                                            }) : null
+                                        ]
+                                    })
+                                ]
+                            })
+                        ]
+                    })
+                }),
+                read && currency.mixed ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: `Deals are in more than one currency; the figures add them as numbers and show ${currency.currency.toUpperCase()}, the most common.`
+                }) : null,
+                read && dealWindow.truncated ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: `From the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`
+                }) : null,
+                read && pipelineWindow.truncated ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: `Only the first ${PIPELINE_CEILING} pipelines are named.`
+                }) : null
+            ]
+        })
+    });
+}
+ForecastCard.displayName = 'ForecastCard';
+export default ForecastCard;
+
+//# sourceMappingURL=forecast-card.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/forecast-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 { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Box,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { useWindowRead } from './use-aggregate-read'\n\n/**\n * The same window the pipeline card reads, under the SAME cache key and\n * the same dependencies, so the two cards cost one read between them —\n * `useAggregateRead` joins a read already in the air for the key. The\n * numbers must match the pipeline card's query exactly or the key would\n * name two different questions.\n */\nconst OPEN_DEAL_CEILING = 1000\nconst PIPELINE_CEILING = 20\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface ForecastCardProps {\n  report: CrmReportScope\n}\n\n/** `Sep 2026` — the month a column is. */\nfunction monthLabel(startMs: number): string {\n  return new Date(startMs).toLocaleDateString(undefined, { month: 'short', year: 'numeric' })\n}\n\n/**\n * Forecast by close month (AGL-2620): the open pipeline laid out by the\n * month each deal is expected to close, for the next six, per pipeline,\n * at face value and weighted by the stage.\n *\n * Not period-scoped, like the pipeline card and for the same reason: the\n * forecast is what is open NOW, looked at forward. Deals with no expected\n * close are their own row rather than a footnote — that row is the size\n * of the pipeline nobody has scheduled, which is the number the picker\n * of a close date most needs to see — and deals dated before this month\n * (overdue) or past the sixth (later) are rows too, so the column adds up\n * to the pipeline.\n */\nexport function ForecastCard(props: ForecastCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs } = report\n  const firestore = useFirestore()\n\n  const dealWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'open'),\n        orderBy('updatedAt', 'desc'),\n        limit(OPEN_DEAL_CEILING + 1),\n      ),\n    OPEN_DEAL_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:deals') },\n  )\n  const pipelineWindow = useWindowRead<PipelineRow>(\n    () =>\n      collectionCeiling(\n        query(scopedCollection(firestore, scope, 'pipelines'), ...visibleToClause(tokens)),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n\n  const forecast = useMemo(\n    () => Aglyn.forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs),\n    [dealWindow.rows, pipelineWindow.rows, nowMs],\n  )\n  const currency = useMemo(() => Aglyn.currencyOfDeals(dealWindow.rows), [dealWindow.rows])\n  const read = dealWindow.status === 'success' && pipelineWindow.status === 'success'\n  const failed = dealWindow.status === 'error' || pipelineWindow.status === 'error'\n\n  // A pipeline with nothing open is still a column; an unknown pipeline id\n  // is a column named for what it is.\n  const columns = forecast.pipelines\n  const manyColumns = columns.length > 1\n\n  const rows: Array<{ key: string; label: string; cellOf: (row: Aglyn.PipelineForecast) => Aglyn.ForecastCell; total: Aglyn.ForecastCell; muted?: boolean }> = [\n    {\n      key: 'overdue',\n      label: 'Before this month',\n      cellOf: (row) => row.overdue,\n      total: forecast.overdue,\n      muted: true,\n    },\n    ...forecast.buckets.map((bucket, index) => ({\n      key: bucket.key,\n      label: monthLabel(bucket.start),\n      cellOf: (row: Aglyn.PipelineForecast) => row.months[index],\n      total: forecast.months[index],\n    })),\n    {\n      key: 'later',\n      label: 'Later',\n      cellOf: (row) => row.later,\n      total: forecast.later,\n      muted: true,\n    },\n    {\n      key: 'undated',\n      label: 'No expected close',\n      cellOf: (row) => row.undated,\n      total: forecast.undated,\n      muted: true,\n    },\n  ].filter((row) => row.key !== 'overdue' && row.key !== 'later' ? true : row.total.count > 0)\n\n  const cell = (value: Aglyn.ForecastCell, code: string) =>\n    value.count === 0 ? (\n      <Typography variant=\"body2\" color=\"text.disabled\">\n        {'—'}\n      </Typography>\n    ) : (\n      <Stack sx={{ lineHeight: 1.2 }}>\n        <Typography variant=\"body2\">{money(value.amountCents, code)}</Typography>\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`${money(value.weightedCents, code)} weighted · ${plural(value.count, 'deal')}`}\n        </Typography>\n      </Stack>\n    )\n\n  return (\n    <CardDisplay\n      header={'Forecast by close month'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#forecast-by-close-month',\n        excerpt:\n          'Every open deal by the month it is expected to close, for the ' +\n          'next six months and per pipeline, at face value and weighted by ' +\n          'its stage. Deals with no expected close are their own row.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Typography variant=\"body2\" color=\"warning.main\">\n            {'The forecast could not be read.'}\n          </Typography>\n        ) : !read ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ) : forecast.total.count === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : (\n          <Box>\n            <ScrollTable size=\"small\" aria-label=\"Forecast by close month\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Expected close'}</TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {column.name || 'Pipeline not visible'}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? <TableCell align=\"right\">{'All pipelines'}</TableCell> : null}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.key} data-forecast-row={row.key}>\n                    <TableCell>\n                      <Typography variant=\"body2\" color={row.muted ? 'text.secondary' : undefined}>\n                        {row.label}\n                      </Typography>\n                    </TableCell>\n                    {columns.map((column) => (\n                      <TableCell key={column.pipelineId} align=\"right\">\n                        {cell(row.cellOf(column), currency.currency)}\n                      </TableCell>\n                    ))}\n                    {manyColumns ? (\n                      <TableCell align=\"right\">{cell(row.total, currency.currency)}</TableCell>\n                    ) : null}\n                  </TableRow>\n                ))}\n                <TableRow>\n                  <TableCell>\n                    <Typography variant=\"subtitle2\">{'Open pipeline'}</Typography>\n                  </TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {cell(column.total, currency.currency)}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? (\n                    <TableCell align=\"right\">{cell(forecast.total, currency.currency)}</TableCell>\n                  ) : null}\n                </TableRow>\n              </TableBody>\n            </ScrollTable>\n          </Box>\n        )}\n        {read && currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the figures add them as numbers and show ${currency.currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {read && dealWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`From the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`}\n          </Typography>\n        ) : null}\n        {read && pipelineWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Only the first ${PIPELINE_CEILING} pipelines are named.`}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nForecastCard.displayName = 'ForecastCard'\n\nexport default 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package/src/lib/components/reports/lead-counts.d.ts

@@ -0,0 +1,32 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type Firestore } from 'firebase/firestore';
+/**
+ * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since
+ * AGL-2634).
+ *
+ * A lead lives under its site — `hosts/{hostId}/leads`, private by path —
+ * so there is no org-level collection to count and no `orgId` on the
+ * document to group by. The one figure is two server counts per site and
+ * a subtraction: every lead, less the closed ones, because a lead nobody
+ * has touched carries no status and Firestore cannot select on a field's
+ * absence (`openLeadsFromCounts`). Handed one site this is the glance
+ * card's figure as it always was; handed the org's sites it is the org
+ * level's total, and the fan-out is bounded by the org's site list rather
+ * than by the data.
+ */
+export declare function openLeadsAcrossSites(firestore: Firestore, hostIds: readonly string[]): Promise<number>;

package/src/lib/components/reports/lead-counts.js

@@ -0,0 +1,44 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CRM_LEAD_CLOSED_STATUSES, openLeadsFromCounts } from "@aglyn/aglyn";
+import { collection, getCountFromServer, query, where } from "firebase/firestore";
+/**
+ * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since
+ * AGL-2634).
+ *
+ * A lead lives under its site — `hosts/{hostId}/leads`, private by path —
+ * so there is no org-level collection to count and no `orgId` on the
+ * document to group by. The one figure is two server counts per site and
+ * a subtraction: every lead, less the closed ones, because a lead nobody
+ * has touched carries no status and Firestore cannot select on a field's
+ * absence (`openLeadsFromCounts`). Handed one site this is the glance
+ * card's figure as it always was; handed the org's sites it is the org
+ * level's total, and the fan-out is bounded by the org's site list rather
+ * than by the data.
+ */ export async function openLeadsAcrossSites(firestore, hostIds) {
+    const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
+    const perSite = await Promise.all(hostIds.map(async (hostId)=>{
+        const leads = collection(firestore, 'hosts', hostId, 'leads');
+        const [total, closed] = await Promise.all([
+            countOf(query(leads)),
+            countOf(query(leads, where('status', 'in', CRM_LEAD_CLOSED_STATUSES)))
+        ]);
+        return openLeadsFromCounts(total, closed);
+    }));
+    return perSite.reduce((sum, count)=>sum + count, 0);
+}
+
+//# sourceMappingURL=lead-counts.js.map

package/src/lib/components/reports/lead-counts.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-counts.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { CRM_LEAD_CLOSED_STATUSES, openLeadsFromCounts } from '@aglyn/aglyn'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  query,\n  where,\n} from 'firebase/firestore'\n\n/**\n * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since\n * AGL-2634).\n *\n * A lead lives under its site — `hosts/{hostId}/leads`, private by path —\n * so there is no org-level collection to count and no `orgId` on the\n * document to group by. The one figure is two server counts per site and\n * a subtraction: every lead, less the closed ones, because a lead nobody\n * has touched carries no status and Firestore cannot select on a field's\n * absence (`openLeadsFromCounts`). Handed one site this is the glance\n * card's figure as it always was; handed the org's sites it is the org\n * level's total, and the fan-out is bounded by the org's site list rather\n * than by the data.\n */\nexport async function openLeadsAcrossSites(\n  firestore: Firestore,\n  hostIds: readonly string[],\n): Promise<number> {\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n  const perSite = await Promise.all(\n    hostIds.map(async (hostId) => {\n      const leads = collection(firestore, 'hosts', hostId, 'leads')\n      const [total, closed] = await Promise.all([\n        countOf(query(leads)),\n        countOf(query(leads, where('status', 'in', CRM_LEAD_CLOSED_STATUSES))),\n      ])\n      return openLeadsFromCounts(total, closed)\n    }),\n  )\n  return perSite.reduce((sum, count) => sum + count, 0)\n}\n"],"names":["CRM_LEAD_CLOSED_STATUSES","openLeadsFromCounts","collection","getCountFromServer","query","where","openLeadsAcrossSites","firestore","hostIds","countOf","target","then","snapshot","data","count","perSite","Promise","all","map","hostId","leads","total","closed","reduce","sum"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,EAAEC,mBAAmB,QAAQ,eAAc;AAC5E,SACEC,UAAU,EAEVC,kBAAkB,EAClBC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAE3B;;;;;;;;;;;;;CAaC,GACD,OAAO,eAAeC,qBACpBC,SAAoB,EACpBC,OAA0B;IAE1B,MAAMC,UAAU,CAACC,SACfP,mBAAmBO,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;IACrE,MAAMC,UAAU,MAAMC,QAAQC,GAAG,CAC/BT,QAAQU,GAAG,CAAC,OAAOC;QACjB,MAAMC,QAAQlB,WAAWK,WAAW,SAASY,QAAQ;QACrD,MAAM,CAACE,OAAOC,OAAO,GAAG,MAAMN,QAAQC,GAAG,CAAC;YACxCR,QAAQL,MAAMgB;YACdX,QAAQL,MAAMgB,OAAOf,MAAM,UAAU,MAAML;SAC5C;QACD,OAAOC,oBAAoBoB,OAAOC;IACpC;IAEF,OAAOP,QAAQQ,MAAM,CAAC,CAACC,KAAKV,QAAUU,MAAMV,OAAO;AACrD"}

package/src/lib/components/reports/lead-funnel-card.d.ts

@@ -0,0 +1,38 @@
+import { type CrmReportScope } from './report-scope';
+/**
+ * How many of the period's leads the funnel is placed from — the Leads
+ * section's own window, over the period rather than over everything.
+ *
+ * The captured count is a server aggregate and never meets this bound; the
+ * funnel needs each lead's status and reason, so it reads the period's
+ * newest two hundred and says when there were more. At the organization
+ * level the bound is PER SITE (AGL-2634): each site's window is its own,
+ * and a site with a thousand leads must not crowd out a site with ten.
+ */
+export declare const LEAD_CEILING = 200;
+export interface LeadFunnelCardProps {
+    report: CrmReportScope;
+    /**
+     * The site whose leads are placed. A lead lives under its host, not the
+     * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the
+     * report's org scope cannot reach it and the card is told the site. At
+     * the organization level `null` (AGL-2630): the card then reads every
+     * site the mount lists, one window each (AGL-2634).
+     */
+    hostId: string | null;
+}
+/**
+ * The lead funnel, at whichever level the report is mounted (AGL-2624,
+ * AGL-2630, AGL-2634).
+ *
+ * Under a site: that site. At the organization level: every site the
+ * mount lists, one window each, totaled — the org hub's reports total
+ * every site, and the leads are no exception now that the fan-out is
+ * bounded by the org's site list. With no sites to read the card says so
+ * instead of guessing.
+ */
+export declare function LeadFunnelCard(props: LeadFunnelCardProps): import("react").JSX.Element;
+export declare namespace LeadFunnelCard {
+    var displayName: string;
+}
+export default LeadFunnelCard;