@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/reports/source-conversion-card.d.ts

@@ -0,0 +1,28 @@
+import { type CrmReportScope } from './report-scope';
+export interface SourceConversionCardProps {
+    report: CrmReportScope;
+}
+/**
+ * Conversion by source (AGL-2624): of the people captured through each
+ * door in the period, how many are customers now.
+ *
+ * A COHORT by capture date, not a count of purchases in the period: the
+ * question is "how well does each source convert", and the honest
+ * population for it is the people that source brought in, followed to
+ * where they stand today. A form lead captured on day one and buying on
+ * day twenty is a conversion the form earned; a customer captured last
+ * year who bought again this month is not evidence about this period's
+ * doors. So the window is the period's contacts by `createdAt` — the
+ * `(visibleTo, createdAt)` index the trend card counts through — and
+ * "customer" is read off the facet: the stage at `customer` or past it,
+ * or an order on the books whatever the stage says.
+ *
+ * Through THIS group's facet, like every by-source figure: a source is
+ * which of this business's doors the person came through, and a stage is
+ * where this business's team put them.
+ */
+export declare function SourceConversionCard(props: SourceConversionCardProps): import("react").JSX.Element;
+export declare namespace SourceConversionCard {
+    var displayName: string;
+}
+export default SourceConversionCard;

package/src/lib/components/reports/source-conversion-card.js

@@ -0,0 +1,205 @@
+/**
+ * @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 { measuredRate, percent, 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, Timestamp, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+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 of the period's contacts the by-source table is read from.
+ *
+ * The captured count is a server aggregate and never meets this bound;
+ * the table needs each contact's sources and stage off this holder's
+ * facet, which no aggregate can read, so it reads the period's newest
+ * thousand and says when there were more — the same bound the sources
+ * mix keeps, over the period rather than all time.
+ */ const CONTACT_CEILING = 1000;
+/** The table's columns, which are also the CSV's. */ const COLUMNS = [
+    'Source',
+    'Captured',
+    'Customers',
+    'Conversion'
+];
+/**
+ * Conversion by source (AGL-2624): of the people captured through each
+ * door in the period, how many are customers now.
+ *
+ * A COHORT by capture date, not a count of purchases in the period: the
+ * question is "how well does each source convert", and the honest
+ * population for it is the people that source brought in, followed to
+ * where they stand today. A form lead captured on day one and buying on
+ * day twenty is a conversion the form earned; a customer captured last
+ * year who bought again this month is not evidence about this period's
+ * doors. So the window is the period's contacts by `createdAt` — the
+ * `(visibleTo, createdAt)` index the trend card counts through — and
+ * "customer" is read off the facet: the stage at `customer` or past it,
+ * or an order on the books whatever the stage says.
+ *
+ * Through THIS group's facet, like every by-source figure: a source is
+ * which of this business's doors the person came through, and a stage is
+ * where this business's team put them.
+ */ export function SourceConversionCard(props) {
+    const { report } = props;
+    const { scope, tokens, groupId, range, period, routes } = report;
+    const firestore = useFirestore();
+    const capturedInPeriod = ()=>query(scopedCollection(firestore, scope, 'contacts'), ...visibleToClause(tokens), where('createdAt', '>=', Timestamp.fromMillis(range.from)), where('createdAt', '<', Timestamp.fromMillis(range.to)));
+    const captured = useAggregateRead(()=>getCountFromServer(capturedInPeriod()).then((snapshot)=>snapshot.data().count), [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'sources:captured')
+    });
+    const window = useWindowRead(()=>query(capturedInPeriod(), orderBy('createdAt', 'desc'), limit(CONTACT_CEILING + 1)), CONTACT_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'sources:window')
+    });
+    const status = window.status;
+    const conversion = useMemo(()=>Aglyn.conversionBySource(window.rows.map((row)=>Aglyn.readContactFacet(row, groupId))), [
+        window,
+        groupId
+    ]);
+    const read = status === 'success';
+    const rate = read ? measuredRate(conversion.customers, conversion.total, 'captured') : null;
+    const labelOf = (source)=>{
+        var _Aglyn_CONTACT_SOURCE_LABELS_source;
+        return (_Aglyn_CONTACT_SOURCE_LABELS_source = Aglyn.CONTACT_SOURCE_LABELS[source]) != null ? _Aglyn_CONTACT_SOURCE_LABELS_source : source;
+    };
+    const sampled = read && (window.truncated || captured.value !== null && captured.value > window.rows.length);
+    const caption = sampled ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` + (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Conversion by source',
+        help: Aglyn.pluginDocsHelp('crmReports', {
+            anchor: '#conversion-by-source',
+            excerpt: 'Of the people each capture surface brought in during the ' + 'period, how many are customers now — at the customer stage or ' + 'past it, or with an order on the books. Read through this ' + 'site’s own view of each person.'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Captured',
+                            value: captured.value !== null ? captured.value.toLocaleString() : null,
+                            note: 'in the period, counted on the server',
+                            href: routes.section('contacts')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Now customers',
+                            value: read ? conversion.customers.toLocaleString() : null,
+                            note: 'of those captured'
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Conversion',
+                            value: rate ? percent(rate.value) : null,
+                            note: rate ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}` : read ? 'nobody captured in the period' : undefined
+                        })
+                    ]
+                }),
+                captured.status === 'error' || status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: 'The period’s contacts could not be read.'
+                }) : null,
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'By source',
+                    children: [
+                        conversion.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: conversion.rows.map((row)=>/*#__PURE__*/ _jsxs(TableRow, {
+                                            children: [
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: labelOf(row.source)
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.captured.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.customers.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: percent(row.rate)
+                                                })
+                                            ]
+                                        }, row.source))
+                                })
+                            ]
+                        }) : /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            color: "text.secondary",
+                            children: status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'
+                        }),
+                        conversion.rows.length ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: 'A person captured two ways counts under both.' + (conversion.unsourced ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.` : '')
+                        }) : null,
+                        /*#__PURE__*/ _jsx(ReportExport, {
+                            filename: reportFilename('conversion-by-source', period),
+                            columns: COLUMNS,
+                            rows: ()=>conversion.rows.map((row)=>[
+                                        labelOf(row.source),
+                                        row.captured,
+                                        row.customers,
+                                        percent(row.rate)
+                                    ]),
+                            disabled: !read || !conversion.rows.length,
+                            caption: caption
+                        })
+                    ]
+                })
+            ]
+        })
+    });
+}
+SourceConversionCard.displayName = 'SourceConversionCard';
+export default SourceConversionCard;
+
+//# sourceMappingURL=source-conversion-card.js.map

package/src/lib/components/reports/source-conversion-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/source-conversion-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 {\n  measuredRate,\n  percent,\n  Section,\n} 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  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\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 of the period's contacts the by-source table is read from.\n *\n * The captured count is a server aggregate and never meets this bound;\n * the table needs each contact's sources and stage off this holder's\n * facet, which no aggregate can read, so it reads the period's newest\n * thousand and says when there were more — the same bound the sources\n * mix keeps, over the period rather than all time.\n */\nconst CONTACT_CEILING = 1000\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = ['Source', 'Captured', 'Customers', 'Conversion'] as const\n\nexport interface SourceConversionCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Conversion by source (AGL-2624): of the people captured through each\n * door in the period, how many are customers now.\n *\n * A COHORT by capture date, not a count of purchases in the period: the\n * question is \"how well does each source convert\", and the honest\n * population for it is the people that source brought in, followed to\n * where they stand today. A form lead captured on day one and buying on\n * day twenty is a conversion the form earned; a customer captured last\n * year who bought again this month is not evidence about this period's\n * doors. So the window is the period's contacts by `createdAt` — the\n * `(visibleTo, createdAt)` index the trend card counts through — and\n * \"customer\" is read off the facet: the stage at `customer` or past it,\n * or an order on the books whatever the stage says.\n *\n * Through THIS group's facet, like every by-source figure: a source is\n * which of this business's doors the person came through, and a stage is\n * where this business's team put them.\n */\nexport function SourceConversionCard(props: SourceConversionCardProps) {\n  const { report } = props\n  const { scope, tokens, groupId, range, period, routes } = report\n  const firestore = useFirestore()\n\n  const capturedInPeriod = () =>\n    query(\n      scopedCollection(firestore, scope, 'contacts'),\n      ...visibleToClause(tokens),\n      where('createdAt', '>=', Timestamp.fromMillis(range.from)),\n      where('createdAt', '<', Timestamp.fromMillis(range.to)),\n    )\n\n  const captured = useAggregateRead<number>(\n    () => getCountFromServer(capturedInPeriod()).then((snapshot) => snapshot.data().count),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:captured') },\n  )\n  const window = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        capturedInPeriod(),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_CEILING + 1),\n      ),\n    CONTACT_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:window') },\n  )\n  const status = window.status\n\n  const conversion = useMemo(\n    () =>\n      Aglyn.conversionBySource(\n        window.rows.map((row) => Aglyn.readContactFacet(row, groupId)),\n      ),\n    [window, groupId],\n  )\n  const read = status === 'success'\n  const rate = read\n    ? measuredRate(conversion.customers, conversion.total, 'captured')\n    : null\n  const labelOf = (source: Aglyn.ContactSource): string =>\n    Aglyn.CONTACT_SOURCE_LABELS[source] ?? source\n  const sampled =\n    read &&\n    (window.truncated ||\n      (captured.value !== null && captured.value > window.rows.length))\n  const caption = sampled\n    ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` +\n      (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}`\n                : read\n                  ? 'nobody captured in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s contacts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By source'}>\n          {conversion.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                {conversion.rows.map((row) => (\n                  <TableRow key={row.source}>\n                    <TableCell>{labelOf(row.source)}</TableCell>\n                    <TableCell align=\"right\">{row.captured.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.customers.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{percent(row.rate)}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'}\n            </Typography>\n          )}\n          {conversion.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.' +\n                (conversion.unsourced\n                  ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.`\n                  : '')}\n            </Typography>\n          ) : null}\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n            caption={caption}\n          />\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nSourceConversionCard.displayName = 'SourceConversionCard'\n\nexport default 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package/src/lib/components/reports/tasks-card.d.ts

@@ -0,0 +1,26 @@
+import { type CrmReportScope } from './report-scope';
+export interface TasksCardProps {
+    report: CrmReportScope;
+}
+/**
+ * The task load: open, overdue and due today, and who is carrying what
+ * (AGL-2604).
+ *
+ * "Today" and "overdue" are decided on the LOCAL calendar day, the same day
+ * `taskDueState` decides them on, so the count here and the chip on the
+ * tasks list agree about the same task at 11 p.m. The counts are range
+ * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index
+ * serves; a task with no due date is in the open count and in none of the
+ * dated ones.
+ *
+ * The table reads open tasks ordered by due date. An ordered read admits
+ * only documents that CARRY the field, so a task written without `dueAtMs`
+ * at all — rather than with `null`, which sorts first — is counted in the
+ * tile and absent from the table. The model types the field as optional,
+ * so the table says what it is grouped from.
+ */
+export declare function TasksCard(props: TasksCardProps): import("react").JSX.Element;
+export declare namespace TasksCard {
+    var displayName: string;
+}
+export default TasksCard;

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

@@ -0,0 +1,279 @@
+/**
+ * @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 { Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
+import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
+import { Alert, Button, Stack, TableBody, TableCell, TableHead, TableRow, Typography } from "@mui/material";
+import { documentId, getCountFromServer, getDocs, limit, orderBy, query, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+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 open tasks the by-assignee table is grouped from.
+ *
+ * The tiles are counts the server takes; the table needs each task's
+ * assignee and due state, so it reads the soonest-due thousand and says
+ * when there were more.
+ */ const OPEN_TASK_CEILING = 1000;
+/** One `in` query's worth of member documents, for the assignee names. */ const ASSIGNEE_NAME_CEILING = 30;
+/** The by-assignee table's columns, which are also the CSV's. */ const ASSIGNEE_COLUMNS = [
+    'Assignee',
+    'Overdue',
+    'Today',
+    'Upcoming',
+    'No date',
+    'Open'
+];
+/**
+ * The task load: open, overdue and due today, and who is carrying what
+ * (AGL-2604).
+ *
+ * "Today" and "overdue" are decided on the LOCAL calendar day, the same day
+ * `taskDueState` decides them on, so the count here and the chip on the
+ * tasks list agree about the same task at 11 p.m. The counts are range
+ * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index
+ * serves; a task with no due date is in the open count and in none of the
+ * dated ones.
+ *
+ * The table reads open tasks ordered by due date. An ordered read admits
+ * only documents that CARRY the field, so a task written without `dueAtMs`
+ * at all — rather than with `null`, which sorts first — is counted in the
+ * tile and absent from the table. The model types the field as optional,
+ * so the table says what it is grouped from.
+ */ export function TasksCard(props) {
+    const { report } = props;
+    const { scope, tokens, nowMs, routes } = report;
+    const firestore = useFirestore();
+    const day = useMemo(()=>Aglyn.localDayBounds(nowMs), [
+        nowMs
+    ]);
+    const openTasks = ()=>query(scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks), ...visibleToClause(tokens), where('status', '==', 'open'));
+    const counts = useAggregateRead(()=>Promise.all([
+            getCountFromServer(openTasks()),
+            getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),
+            getCountFromServer(query(openTasks(), where('dueAtMs', '>=', day.start), where('dueAtMs', '<', day.end)))
+        ]).then(([open, overdue, today])=>({
+                open: open.data().count,
+                overdue: overdue.data().count,
+                today: today.data().count
+            })), [
+        firestore,
+        scope,
+        tokens,
+        day
+    ], {
+        cacheKey: reportCacheKey(report, 'tasks:counts')
+    });
+    const taskWindow = useWindowRead(()=>query(openTasks(), orderBy('dueAtMs', 'asc'), limit(OPEN_TASK_CEILING + 1)), OPEN_TASK_CEILING, [
+        firestore,
+        scope,
+        tokens,
+        nowMs
+    ], {
+        cacheKey: reportCacheKey(report, 'tasks:open')
+    });
+    const tasksStatus = taskWindow.status;
+    const load = useMemo(()=>{
+        const byAssignee = new Map();
+        for (const task of taskWindow.rows){
+            var _byAssignee_get;
+            const uid = task.assigneeUid || '';
+            const row = (_byAssignee_get = byAssignee.get(uid)) != null ? _byAssignee_get : {
+                uid,
+                overdue: 0,
+                today: 0,
+                upcoming: 0,
+                undated: 0,
+                open: 0
+            };
+            const state = Aglyn.taskDueState(task, nowMs);
+            if (state === 'overdue') row.overdue += 1;
+            else if (state === 'today') row.today += 1;
+            else if (state === 'upcoming') row.upcoming += 1;
+            else row.undated += 1;
+            row.open += 1;
+            byAssignee.set(uid, row);
+        }
+        return [
+            ...byAssignee.values()
+        ].sort((a, b)=>b.open - a.open || a.uid.localeCompare(b.uid));
+    }, [
+        taskWindow,
+        nowMs
+    ]);
+    /*
+   * The assignees' names, from their member documents — one `in` query for
+   * up to thirty, which is Firestore's cap on the operator and more assignees
+   * than a tasks list has. Anyone past it, or a member document the reader
+   * cannot open, shows as their id rather than blocking the table.
+   */ const uids = load.map((row)=>row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING);
+    const uidKey = uids.join(',');
+    const names = useAggregateRead(()=>uids.length ? getDocs(query(scopedCollection(firestore, scope, 'members'), where(documentId(), 'in', uids))).then((snapshot)=>Object.fromEntries(snapshot.docs.map((member)=>[
+                    member.id,
+                    String(member.get('displayName') || member.get('email') || member.id)
+                ]))) : Promise.resolve({}), [
+        firestore,
+        scope,
+        uidKey
+    ], {
+        cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`)
+    });
+    const figures = counts.value;
+    const assigneeName = (row)=>{
+        var _ref;
+        var _names_value;
+        return row.uid ? (_ref = (_names_value = names.value) == null ? void 0 : _names_value[row.uid]) != null ? _ref : row.uid : 'Unassigned';
+    };
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Tasks',
+        help: Aglyn.pluginDocsHelp('crmReports', {
+            anchor: '#tasks',
+            excerpt: 'Open tasks, how many are overdue or due today, and the open ' + 'load per assignee. Today and overdue are decided on your calendar ' + 'day, the same way the tasks list decides them.'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(Button, _extends({
+                component: AppLink
+            }, {
+                componentVariant: 'naked',
+                nativeButton: false
+            }, {
+                href: routes.section('tasks'),
+                size: "small",
+                color: "primary",
+                children: 'Open tasks'
+            }))
+        },
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Open tasks',
+                            value: figures ? figures.open.toLocaleString() : null,
+                            note: 'counted on the server',
+                            href: routes.section('tasks')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Overdue',
+                            value: figures ? figures.overdue.toLocaleString() : null,
+                            note: 'due before today',
+                            color: (figures == null ? void 0 : figures.overdue) ? 'error.main' : undefined,
+                            href: routes.section('tasks')
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: 'Due today',
+                            value: figures ? figures.today.toLocaleString() : null,
+                            note: 'on your calendar day',
+                            href: routes.section('tasks')
+                        })
+                    ]
+                }),
+                counts.status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: 'The task counts could not be read.'
+                }) : null,
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'Open tasks by assignee',
+                    children: [
+                        load.length ? /*#__PURE__*/ _jsxs(ScrollTable, {
+                            size: "small",
+                            children: [
+                                /*#__PURE__*/ _jsx(TableHead, {
+                                    children: /*#__PURE__*/ _jsx(TableRow, {
+                                        children: ASSIGNEE_COLUMNS.map((column, index)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                align: index ? 'right' : 'left',
+                                                children: column
+                                            }, column))
+                                    })
+                                }),
+                                /*#__PURE__*/ _jsx(TableBody, {
+                                    children: load.map((row)=>/*#__PURE__*/ _jsxs(TableRow, {
+                                            children: [
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: assigneeName(row)
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    sx: row.overdue ? {
+                                                        color: 'error.main'
+                                                    } : undefined,
+                                                    children: row.overdue.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.today.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.upcoming.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.undated.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.open.toLocaleString()
+                                                })
+                                            ]
+                                        }, row.uid || '$unassigned'))
+                                })
+                            ]
+                        }) : /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            color: "text.secondary",
+                            children: tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'
+                        }),
+                        /*#__PURE__*/ _jsx(ReportExport, {
+                            filename: reportFilename('tasks-by-assignee'),
+                            columns: ASSIGNEE_COLUMNS,
+                            rows: ()=>load.map((row)=>[
+                                        assigneeName(row),
+                                        row.overdue,
+                                        row.today,
+                                        row.upcoming,
+                                        row.undated,
+                                        row.open
+                                    ]),
+                            disabled: tasksStatus !== 'success' || !load.length,
+                            caption: taskWindow.truncated ? `Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.` : undefined
+                        })
+                    ]
+                })
+            ]
+        })
+    });
+}
+TasksCard.displayName = 'TasksCard';
+export default TasksCard;
+
+//# sourceMappingURL=tasks-card.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-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 { 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  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\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 { 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 open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => Aglyn.localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\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('tasks')}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open tasks'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          <ReportExport\n            filename={reportFilename('tasks-by-assignee')}\n            columns={ASSIGNEE_COLUMNS}\n            rows={() =>\n              load.map((row) => [\n                assigneeName(row),\n                row.overdue,\n                row.today,\n                row.upcoming,\n                row.undated,\n                row.open,\n              ])\n            }\n            disabled={tasksStatus !== 'success' || !load.length}\n            caption={\n              taskWindow.truncated\n                ? `Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`\n                : undefined\n            }\n          />\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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