@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/reports/lead-funnel-card.js

@@ -0,0 +1,375 @@
+/**
+ * @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 { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import { percent, Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
+import { ceilingedWindow } from "@aglyn/tenant-feature-instance/hooks/host-collection-queries";
+import { Alert, Button, Stack, Typography } from "@mui/material";
+import { collection, getCountFromServer, getDocs, limit, orderBy, query, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { useCrmOrgMount } from "../../hooks/use-crm-org-mount.js";
+import { ReportBreakdown } from "./report-breakdown.js";
+import { ReportExport } from "./report-export.js";
+import { plural, reportFilename } from "./report-format.js";
+import { reportCacheKey } from "./report-scope.js";
+import { ReportStatTile } from "./report-stat-tile.js";
+import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+/**
+ * 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 const LEAD_CEILING = 200;
+/** How many reasons the bar list draws; the rest are counted beneath it. */ const REASONS_SHOWN = 8;
+/** The CSV's columns: one file for both the statuses and the reasons. */ const COLUMNS = [
+    'Kind',
+    'Label',
+    'Count',
+    'Share'
+];
+const LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {
+    anchor: '#lead-funnel',
+    excerpt: 'Of the leads this site captured in the period, how many are ' + 'still new, being worked, qualified or unqualified — and the ' + 'reasons the unqualified ones were closed. Placed by when each ' + 'lead was first seen.'
+});
+/** One site's leads first seen in a range — a single-field range, no composite index. */ function leadsBetween(firestore, hostId, from, to) {
+    return query(collection(firestore, 'hosts', hostId, 'leads'), where('firstSeenAtMs', '>=', from), where('firstSeenAtMs', '<', to));
+}
+const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
+/**
+ * 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 function LeadFunnelCard(props) {
+    const { report, hostId } = props;
+    const mount = useCrmOrgMount();
+    if (hostId) return /*#__PURE__*/ _jsx(SiteLeadFunnelCard, {
+        report: report,
+        hostId: hostId
+    });
+    if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {
+        return /*#__PURE__*/ _jsx(OrgLeadFunnelCard, {
+            report: report
+        });
+    }
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Lead funnel',
+        help: LEAD_FUNNEL_HELP,
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "text.secondary",
+            children: mount ? 'Leads live under a site, and this organization has no sites yet.' : 'Leads live under a site, and this report is mounted under none.'
+        })
+    });
+}
+/**
+ * The lead funnel (AGL-2624): of the leads this site captured in the
+ * period, how many are still new, being worked, qualified or unqualified —
+ * and why the unqualified ones were closed.
+ *
+ * A cohort by first sighting, followed to where each lead stands now,
+ * because that is the question a period asks of leads — "what became of
+ * the ones we got" — and because a lead's status has no history on the
+ * document: only its current value. The window is a range on
+ * `firstSeenAtMs`, which the capture door stamps once on creation and
+ * never again, so a returning visitor's second form is not a second lead
+ * in a second period. A single-field range needs no composite index.
+ *
+ * Read directly off `hosts/{hostId}/leads` under the site's own rules —
+ * any member of the site may read it — the way the Leads section reads
+ * it, so the funnel and the list can never disagree about who may see a
+ * lead.
+ */ function SiteLeadFunnelCard(props) {
+    const { report, hostId } = props;
+    const { range } = report;
+    const firestore = useFirestore();
+    const captured = useAggregateRead(()=>Promise.all([
+            countOf(leadsBetween(firestore, hostId, range.from, range.to)),
+            countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo))
+        ]).then(([current, previous])=>({
+                current,
+                previous
+            })), [
+        firestore,
+        hostId,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, `leads:counts:${hostId}`)
+    });
+    const window = useWindowRead(()=>query(leadsBetween(firestore, hostId, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1)), LEAD_CEILING, [
+        firestore,
+        hostId,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, `leads:window:${hostId}`)
+    });
+    const figures = captured.value;
+    const sampled = window.status === 'success' && (window.truncated || figures !== null && figures.current > window.rows.length);
+    return /*#__PURE__*/ _jsx(LeadFunnelBody, {
+        report: report,
+        captured: captured,
+        window: window,
+        caption: sampled ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` + (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined,
+        errorText: 'This site’s leads could not be read.'
+    });
+}
+SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
+/**
+ * THE CROSS-SITE FUNNEL (AGL-2634): every site of the organization, one
+ * window each, totaled.
+ *
+ * The counts are one server aggregate per site per period, summed. The
+ * windows are one bounded read per site — the site card's own query, the
+ * same ceiling — merged newest-seen first and NOT cut again: the funnel
+ * is a placement of leads by status, and cutting the merged list would
+ * place a busy site's leads and drop a quiet site's. What the ceiling
+ * bounds is the read per site, and the caption says so when any site had
+ * more than its window. Held until the mount's site list has settled, so
+ * a first round against a partial list is not answered and remembered.
+ */ function OrgLeadFunnelCard(props) {
+    var _ref, _ref1;
+    const { report } = props;
+    const { range } = report;
+    const firestore = useFirestore();
+    const mount = useCrmOrgMount();
+    const hostIds = useMemo(()=>(mount == null ? void 0 : mount.hostsReady) ? mount.hosts.map((host)=>host.id) : null, [
+        mount
+    ]);
+    const key = (_ref = hostIds == null ? void 0 : hostIds.join('\n')) != null ? _ref : '';
+    const captured = useAggregateRead(()=>hostIds ? Promise.all(hostIds.map((hostId)=>Promise.all([
+                countOf(leadsBetween(firestore, hostId, range.from, range.to)),
+                countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo))
+            ]))).then((pairs)=>pairs.reduce((sum, [current, previous])=>({
+                    current: sum.current + current,
+                    previous: sum.previous + previous
+                }), {
+                current: 0,
+                previous: 0
+            })) : null, [
+        firestore,
+        key,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, `leads:counts:org:${key}`)
+    });
+    const merged = useAggregateRead(()=>hostIds ? Promise.all(hostIds.map((hostId)=>getDocs(query(leadsBetween(firestore, hostId, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1))).then((snapshot)=>ceilingedWindow(snapshot.docs.map((document)=>_extends({}, document.data(), {
+                        $id: `${hostId}/${document.id}`
+                    })), LEAD_CEILING)))).then((windows)=>({
+                rows: windows.flatMap((window)=>window.rows).sort((a, b)=>{
+                    var _b_firstSeenAtMs, _a_firstSeenAtMs;
+                    return Number((_b_firstSeenAtMs = b['firstSeenAtMs']) != null ? _b_firstSeenAtMs : 0) - Number((_a_firstSeenAtMs = a['firstSeenAtMs']) != null ? _a_firstSeenAtMs : 0);
+                }),
+                truncated: windows.some((window)=>window.truncated)
+            })) : null, [
+        firestore,
+        key,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, `leads:window:org:${key}`)
+    });
+    const window = useMemo(()=>{
+        var _ref, _ref1;
+        var _merged_value, _merged_value1;
+        return {
+            rows: (_ref = (_merged_value = merged.value) == null ? void 0 : _merged_value.rows) != null ? _ref : [],
+            truncated: (_ref1 = (_merged_value1 = merged.value) == null ? void 0 : _merged_value1.truncated) != null ? _ref1 : false,
+            status: merged.status
+        };
+    }, [
+        merged
+    ]);
+    const sites = (_ref1 = hostIds == null ? void 0 : hostIds.length) != null ? _ref1 : 0;
+    const figures = captured.value;
+    const sampled = window.status === 'success' && (window.truncated || figures !== null && figures.current > window.rows.length);
+    return /*#__PURE__*/ _jsx(LeadFunnelBody, {
+        report: report,
+        subheader: `Every site (${sites.toLocaleString()})`,
+        captured: captured,
+        window: window,
+        caption: sampled ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` + ` across ${plural(sites, 'site')} — at most ${LEAD_CEILING.toLocaleString()} per site` + (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined,
+        errorText: 'Some site’s leads could not be read.'
+    });
+}
+OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
+/**
+ * The funnel as drawn, whichever level fed it: four tiles, the statuses,
+ * the reasons, the export. Pure over the two reads.
+ */ function LeadFunnelBody(props) {
+    const { report, subheader, captured, window, caption, errorText } = props;
+    const { period, routes } = report;
+    const status = window.status;
+    const funnel = useMemo(()=>Aglyn.leadFunnel(window.rows), [
+        window
+    ]);
+    const read = status === 'success';
+    const figures = captured.value;
+    const share = (count, of)=>of > 0 ? percent(count / of) : null;
+    const reasons = funnel.reasons.slice(0, REASONS_SHOWN);
+    const moreReasons = funnel.reasons.length - reasons.length;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Lead funnel',
+        subheader: subheader,
+        help: LEAD_FUNNEL_HELP,
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(Button, _extends({
+                component: AppLink
+            }, {
+                componentVariant: 'naked',
+                nativeButton: false
+            }, {
+                href: routes.section('leads'),
+                size: "small",
+                color: "primary",
+                children: 'Open leads'
+            }))
+        },
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Leads captured',
+                            value: figures ? figures.current.toLocaleString() : null,
+                            deltaPct: figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null,
+                            note: 'first seen in the period',
+                            href: routes.section('leads')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Qualified',
+                            value: read ? funnel.byStatus.qualified.toLocaleString() : null,
+                            note: funnel.qualifiedRate === null ? read ? 'nobody captured in the period' : undefined : `${percent(funnel.qualifiedRate)} of those captured`
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Unqualified',
+                            value: read ? funnel.byStatus.unqualified.toLocaleString() : null,
+                            note: funnel.unqualifiedRate === null ? undefined : `${percent(funnel.unqualifiedRate)} of those captured`,
+                            riseIsGood: false
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Still open',
+                            value: read ? funnel.open.toLocaleString() : null,
+                            note: 'new or being worked',
+                            href: routes.section('leads')
+                        })
+                    ]
+                }),
+                captured.status === 'error' || status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: errorText
+                }) : null,
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'Where they stand',
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportBreakdown, {
+                            rows: Aglyn.CRM_LEAD_STATUSES.map((leadStatus)=>{
+                                var _share;
+                                return {
+                                    key: leadStatus,
+                                    label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],
+                                    value: funnel.byStatus[leadStatus],
+                                    note: (_share = share(funnel.byStatus[leadStatus], funnel.total)) != null ? _share : undefined,
+                                    color: leadStatus === 'qualified' ? 'success.main' : leadStatus === 'unqualified' ? 'warning.main' : undefined
+                                };
+                            }),
+                            emptyText: ''
+                        }),
+                        read && !funnel.total ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            color: "text.secondary",
+                            children: 'No leads captured in this period.'
+                        }) : null
+                    ]
+                }),
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'Why leads were unqualified',
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportBreakdown, {
+                            rows: reasons.map((reason)=>{
+                                var _share;
+                                return {
+                                    key: reason.key,
+                                    label: reason.label,
+                                    value: reason.count,
+                                    note: (_share = share(reason.count, funnel.byStatus.unqualified)) != null ? _share : undefined,
+                                    color: 'warning.main'
+                                };
+                            }),
+                            emptyText: status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'
+                        }),
+                        moreReasons > 0 ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: `And ${plural(moreReasons, 'other reason')}, each given once or twice.`
+                        }) : null
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(ReportExport, {
+                    filename: reportFilename('lead-funnel', period),
+                    columns: COLUMNS,
+                    rows: ()=>[
+                            ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus)=>{
+                                var _share;
+                                return [
+                                    'Status',
+                                    Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],
+                                    funnel.byStatus[leadStatus],
+                                    (_share = share(funnel.byStatus[leadStatus], funnel.total)) != null ? _share : ''
+                                ];
+                            }),
+                            ...funnel.reasons.map((reason)=>{
+                                var _share;
+                                return [
+                                    'Unqualified reason',
+                                    reason.label,
+                                    reason.count,
+                                    (_share = share(reason.count, funnel.byStatus.unqualified)) != null ? _share : ''
+                                ];
+                            })
+                        ],
+                    disabled: !read || !funnel.total,
+                    caption: caption
+                })
+            ]
+        })
+    });
+}
+LeadFunnelBody.displayName = 'LeadFunnelBody';
+LeadFunnelCard.displayName = 'LeadFunnelCard';
+export default LeadFunnelCard;
+
+//# sourceMappingURL=lead-funnel-card.js.map

package/src/lib/components/reports/lead-funnel-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-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 { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/** One site's leads first seen in a range — a single-field range, no composite index. */\nfunction leadsBetween(firestore: Firestore, hostId: string, from: number, to: number) {\n  return query(\n    collection(firestore, 'hosts', hostId, 'leads'),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, hostId, range.from, range.to)),\n        countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, hostId, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE CROSS-SITE FUNNEL (AGL-2634): every site of the organization, one\n * window each, totaled.\n *\n * The counts are one server aggregate per site per period, summed. The\n * windows are one bounded read per site — the site card's own query, the\n * same ceiling — merged newest-seen first and NOT cut again: the funnel\n * is a placement of leads by status, and cutting the merged list would\n * place a busy site's leads and drop a quiet site's. What the ceiling\n * bounds is the read per site, and the caption says so when any site had\n * more than its window. Held until the mount's site list has settled, so\n * a first round against a partial list is not answered and remembered.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n  const key = hostIds?.join('\\n') ?? ''\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      hostIds\n        ? Promise.all(\n            hostIds.map((hostId) =>\n              Promise.all([\n                countOf(leadsBetween(firestore, hostId, range.from, range.to)),\n                countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo)),\n              ]),\n            ),\n          ).then((pairs) =>\n            pairs.reduce(\n              (sum, [current, previous]) => ({\n                current: sum.current + current,\n                previous: sum.previous + previous,\n              }),\n              { current: 0, previous: 0 },\n            ),\n          )\n        : null,\n    [firestore, key, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:org:${key}`) },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      hostIds\n        ? Promise.all(\n            hostIds.map((hostId) =>\n              getDocs(\n                query(\n                  leadsBetween(firestore, hostId, range.from, range.to),\n                  orderBy('firstSeenAtMs', 'desc'),\n                  limit(LEAD_CEILING + 1),\n                ),\n              ).then((snapshot) =>\n                ceilingedWindow(\n                  snapshot.docs.map(\n                    (document) =>\n                      ({ ...document.data(), $id: `${hostId}/${document.id}` }) as unknown as LeadRow,\n                  ),\n                  LEAD_CEILING,\n                ),\n              ),\n            ),\n          ).then((windows) => ({\n            rows: windows\n              .flatMap((window) => window.rows)\n              .sort(\n                (a, b) =>\n                  Number(b['firstSeenAtMs'] ?? 0) - Number(a['firstSeenAtMs'] ?? 0),\n              ),\n            truncated: windows.some((window) => window.truncated),\n          }))\n        : null,\n    [firestore, key, range],\n    { cacheKey: reportCacheKey(report, `leads:window:org:${key}`) },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` across ${plural(sites, 'site')} — at most ${LEAD_CEILING.toLocaleString()} per site` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'Some site’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => Aglyn.leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={routes.section('leads')}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open leads'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No leads captured in this period.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Why leads were unqualified'}>\n          <ReportBreakdown\n            rows={reasons.map((reason) => ({\n              key: reason.key,\n              label: reason.label,\n              value: reason.count,\n              note: share(reason.count, funnel.byStatus.unqualified) ?? undefined,\n              color: 'warning.main',\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'\n            }\n          />\n          {moreReasons > 0 ? 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package/src/lib/components/reports/pipeline-card.d.ts

@@ -0,0 +1,19 @@
+import { type CrmReportScope } from './report-scope';
+export interface PipelineCardProps {
+    report: CrmReportScope;
+}
+/**
+ * The open pipeline: how many deals, what they add up to, what they are
+ * worth at their stage odds, where they sit, and the largest of them
+ * (AGL-2604).
+ *
+ * Not period-scoped, deliberately. A pipeline is a stock, not a flow — what
+ * is open NOW — and a "pipeline over the last 30 days" would be a report on
+ * deals created in a window, which is a different question with a different
+ * answer. The period picker governs the cards that measure flows.
+ */
+export declare function PipelineCard(props: PipelineCardProps): import("react").JSX.Element;
+export declare namespace PipelineCard {
+    var displayName: string;
+}
+export default PipelineCard;