@aglyn/plugins-crm 1.0.0-beta.145 → 1.0.0-beta.147

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.145",
+  "version": "1.0.0-beta.147",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.145",
-    "@aglyn/shared-data-enums": "1.0.0-beta.145",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.145",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.145",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.145",
-    "@aglyn/shared-ui-next": "1.0.0-beta.145",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.145",
-    "@aglyn/shared-util-email": "1.0.0-beta.145",
-    "@aglyn/shared-util-http": "1.0.0-beta.145",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.145",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.145",
-    "@aglyn/tenant-runtime": "1.0.0-beta.145",
+    "@aglyn/aglyn": "1.0.0-beta.147",
+    "@aglyn/shared-data-enums": "1.0.0-beta.147",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.147",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.147",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.147",
+    "@aglyn/shared-ui-next": "1.0.0-beta.147",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.147",
+    "@aglyn/shared-util-email": "1.0.0-beta.147",
+    "@aglyn/shared-util-http": "1.0.0-beta.147",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.147",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.147",
+    "@aglyn/tenant-runtime": "1.0.0-beta.147",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

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

@@ -17,7 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
-import { money } from "@aglyn/shared-ui-email-campaigns/components/report-figures";
+import { money } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
 import { Button, Stack, Typography } from "@mui/material";
 import { getAggregateFromServer, getCountFromServer, query, sum, Timestamp, where } from "firebase/firestore";

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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 { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsAcrossSites } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      openLeadsAcrossSites(firestore, leadSites),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\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={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsAcrossSites } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      openLeadsAcrossSites(firestore, leadSites),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\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={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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package/src/lib/components/reports/closed-deals-card.js

@@ -16,7 +16,7 @@
  */ '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 { money } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { measuredRate, percent, Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { Alert, Stack, Typography } from "@mui/material";

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

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

@@ -16,7 +16,7 @@
  */ '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 { money } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 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";

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

@@ -1 +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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+{"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-jsx/components/measured-figures.component'\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 ForecastCard\n"],"names":["Aglyn","money","CardDisplay","ScrollTable","Box","Stack","TableBody","TableCell","TableHead","TableRow","Typography","limit","orderBy","query","where","useMemo","useFirestore","collectionCeiling","plural","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","OPEN_DEAL_CEILING","PIPELINE_CEILING","monthLabel","startMs","Date","toLocaleDateString","undefined","month","year","ForecastCard","props","report","scope","tokens","nowMs","firestore","dealWindow","cacheKey","pipelineWindow","forecast","forecastByCloseMonth","rows","currency","currencyOfDeals","read","status","failed","columns","pipelines","manyColumns","length","key","label","cellOf","row","overdue","total","muted","buckets","map","bucket","index","start","months","later","undated","filter","count","cell","value","code","variant","color","sx","lineHeight","amountCents","weightedCents","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","size","aria-label","column","align","name","pipelineId","data-forecast-row","mixed","toUpperCase","truncated","toLocaleString","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,KAAK,QAAQ,6DAA4D;AAClF,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,GAAG,EACHC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,EAAEC,KAAK,QAAQ,qBAAoB;AACjE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,iBAAiB,QAAQ,+DAA8D;AAChG,SAASC,MAAM,QAAQ,qBAAiB;AACxC,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,aAAa,QAAQ,0BAAsB;AAEpD;;;;;;CAMC,GACD,MAAMC,oBAAoB;AAC1B,MAAMC,mBAAmB;AASzB,wCAAwC,GACxC,SAASC,WAAWC,OAAe;IACjC,OAAO,IAAIC,KAAKD,SAASE,kBAAkB,CAACC,WAAW;QAAEC,OAAO;QAASC,MAAM;IAAU;AAC3F;AAEA;;;;;;;;;;;;CAYC,GACD,OAAO,SAASC,aAAaC,KAAwB;IACnD,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAE,GAAGH;IACjC,MAAMI,YAAYtB;IAElB,MAAMuB,aAAajB,cACjB,IACET,MACEO,iBAAiBkB,WAAWH,OAAO,aAChCd,gBAAgBe,SACnBtB,MAAM,UAAU,MAAM,SACtBF,QAAQ,aAAa,SACrBD,MAAMY,oBAAoB,KAE9BA,mBACA;QAACe;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEG,UAAUrB,eAAee,QAAQ;IAAkB;IAEvD,MAAMO,iBAAiBnB,cACrB,IACEL,kBACEJ,MAAMO,iBAAiBkB,WAAWH,OAAO,iBAAiBd,gBAAgBe,UAC1EZ,mBAEJA,kBACA;QAACc;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEG,UAAUrB,eAAee,QAAQ;IAAsB;IAG3D,MAAMQ,WAAW3B,QACf,IAAMf,MAAM2C,oBAAoB,CAACJ,WAAWK,IAAI,EAAEH,eAAeG,IAAI,EAAEP,QACvE;QAACE,WAAWK,IAAI;QAAEH,eAAeG,IAAI;QAAEP;KAAM;IAE/C,MAAMQ,WAAW9B,QAAQ,IAAMf,MAAM8C,eAAe,CAACP,WAAWK,IAAI,GAAG;QAACL,WAAWK,IAAI;KAAC;IACxF,MAAMG,OAAOR,WAAWS,MAAM,KAAK,aAAaP,eAAeO,MAAM,KAAK;IAC1E,MAAMC,SAASV,WAAWS,MAAM,KAAK,WAAWP,eAAeO,MAAM,KAAK;IAE1E,yEAAyE;IACzE,oCAAoC;IACpC,MAAME,UAAUR,SAASS,SAAS;IAClC,MAAMC,cAAcF,QAAQG,MAAM,GAAG;IAErC,MAAMT,OAAuJ;QAC3J;YACEU,KAAK;YACLC,OAAO;YACPC,QAAQ,CAACC,MAAQA,IAAIC,OAAO;YAC5BC,OAAOjB,SAASgB,OAAO;YACvBE,OAAO;QACT;WACGlB,SAASmB,OAAO,CAACC,GAAG,CAAC,CAACC,QAAQC,QAAW,CAAA;gBAC1CV,KAAKS,OAAOT,GAAG;gBACfC,OAAO9B,WAAWsC,OAAOE,KAAK;gBAC9BT,QAAQ,CAACC,MAAgCA,IAAIS,MAAM,CAACF,MAAM;gBAC1DL,OAAOjB,SAASwB,MAAM,CAACF,MAAM;YAC/B,CAAA;QACA;YACEV,KAAK;YACLC,OAAO;YACPC,QAAQ,CAACC,MAAQA,IAAIU,KAAK;YAC1BR,OAAOjB,SAASyB,KAAK;YACrBP,OAAO;QACT;QACA;YACEN,KAAK;YACLC,OAAO;YACPC,QAAQ,CAACC,MAAQA,IAAIW,OAAO;YAC5BT,OAAOjB,SAAS0B,OAAO;YACvBR,OAAO;QACT;KACD,CAACS,MAAM,CAAC,CAACZ,MAAQA,IAAIH,GAAG,KAAK,aAAaG,IAAIH,GAAG,KAAK,UAAU,OAAOG,IAAIE,KAAK,CAACW,KAAK,GAAG;IAE1F,MAAMC,OAAO,CAACC,OAA2BC,OACvCD,MAAMF,KAAK,KAAK,kBACd,KAAC5D;YAAWgE,SAAQ;YAAQC,OAAM;sBAC/B;2BAGH,MAACtE;YAAMuE,IAAI;gBAAEC,YAAY;YAAI;;8BAC3B,KAACnE;oBAAWgE,SAAQ;8BAASzE,MAAMuE,MAAMM,WAAW,EAAEL;;8BACtD,KAAC/D;oBAAWgE,SAAQ;oBAAUC,OAAM;8BACjC,GAAG1E,MAAMuE,MAAMO,aAAa,EAAEN,MAAM,YAAY,EAAEvD,OAAOsD,MAAMF,KAAK,EAAE,SAAS;;;;IAKxF,qBACE,KAACpE;QACC8E,QAAQ;QACRC,MAAMjF,MAAMkF,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,mEACA,qEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACjF;YAAMkF,SAAS;;gBACbtC,uBACC,KAACvC;oBAAWgE,SAAQ;oBAAQC,OAAM;8BAC/B;qBAED,CAAC5B,qBACH,KAACrC;oBAAWgE,SAAQ;oBAAQC,OAAM;8BAC/B;qBAEDjC,SAASiB,KAAK,CAACW,KAAK,KAAK,kBAC3B,KAAC5D;oBAAWgE,SAAQ;oBAAQC,OAAM;8BAC/B;mCAGH,KAACvE;8BACC,cAAA,MAACD;wBAAYqF,MAAK;wBAAQC,cAAW;;0CACnC,KAACjF;0CACC,cAAA,MAACC;;sDACC,KAACF;sDAAW;;wCACX2C,QAAQY,GAAG,CAAC,CAAC4B,uBACZ,KAACnF;gDAAkCoF,OAAM;0DACtCD,OAAOE,IAAI,IAAI;+CADFF,OAAOG,UAAU;wCAIlCzC,4BAAc,KAAC7C;4CAAUoF,OAAM;sDAAS;6CAA+B;;;;0CAG5E,MAACrF;;oCACEsC,KAAKkB,GAAG,CAAC,CAACL,oBACT,MAAChD;4CAAuBqF,qBAAmBrC,IAAIH,GAAG;;8DAChD,KAAC/C;8DACC,cAAA,KAACG;wDAAWgE,SAAQ;wDAAQC,OAAOlB,IAAIG,KAAK,GAAG,mBAAmB/B;kEAC/D4B,IAAIF,KAAK;;;gDAGbL,QAAQY,GAAG,CAAC,CAAC4B,uBACZ,KAACnF;wDAAkCoF,OAAM;kEACtCpB,KAAKd,IAAID,MAAM,CAACkC,SAAS7C,SAASA,QAAQ;uDAD7B6C,OAAOG,UAAU;gDAIlCzC,4BACC,KAAC7C;oDAAUoF,OAAM;8DAASpB,KAAKd,IAAIE,KAAK,EAAEd,SAASA,QAAQ;qDACzD;;2CAbSY,IAAIH,GAAG;kDAgBxB,MAAC7C;;0DACC,KAACF;0DACC,cAAA,KAACG;oDAAWgE,SAAQ;8DAAa;;;4CAElCxB,QAAQY,GAAG,CAAC,CAAC4B,uBACZ,KAACnF;oDAAkCoF,OAAM;8DACtCpB,KAAKmB,OAAO/B,KAAK,EAAEd,SAASA,QAAQ;mDADvB6C,OAAOG,UAAU;4CAIlCzC,4BACC,KAAC7C;gDAAUoF,OAAM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package/src/lib/components/reports/pipeline-card.js

@@ -16,7 +16,7 @@
  */ '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 { money } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 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";

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/pipeline-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 { 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  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  count,\n  getAggregateFromServer,\n  limit,\n  orderBy,\n  query,\n  sum,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename, shortDate } 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 deals the by-stage chart, the forecast and the top-deals\n * table are read from.\n *\n * The count and the face value of the pipeline are server aggregates and\n * never meet this bound. The forecast cannot be: it weights each deal by\n * ITS stage's odds, which is a join the server will not do, so it reads the\n * deals and says so when there were more than this.\n */\nconst OPEN_DEAL_CEILING = 1000\n/** More pipelines than this is a shape nobody has asked for; the probe says if it happens. */\nconst PIPELINE_CEILING = 20\nconst TOP_DEALS = 10\n\n/** The top-deals table's columns, which are also the CSV's — the amount split from its currency there. */\nconst TOP_DEAL_COLUMNS = ['Deal', 'Stage', 'Expected close', 'Amount', 'Currency'] as const\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface PipelineCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The open pipeline: how many deals, what they add up to, what they are\n * worth at their stage odds, where they sit, and the largest of them\n * (AGL-2604).\n *\n * Not period-scoped, deliberately. A pipeline is a stock, not a flow — what\n * is open NOW — and a \"pipeline over the last 30 days\" would be a report on\n * deals created in a window, which is a different question with a different\n * answer. The period picker governs the cards that measure flows.\n */\nexport function PipelineCard(props: PipelineCardProps) {\n  const { report } = props\n  const { scope, tokens, routes, nowMs } = report\n  const firestore = useFirestore()\n\n  const open = useAggregateRead(\n    () =>\n      getAggregateFromServer(\n        query(\n          scopedCollection(firestore, scope, 'deals'),\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n        ),\n        { count: count(), amountCents: sum('amountCents') },\n      ).then((snapshot) => ({\n        count: Number(snapshot.data().count ?? 0),\n        amountCents: Number(snapshot.data().amountCents ?? 0),\n      })),\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:open') },\n  )\n\n  /**\n   * The open deals, most recently updated first — the order the\n   * `(visibleTo, status, updatedAt)` index the deals list already uses can\n   * serve, so the report adds no index for this read.\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(\n          scopedCollection(firestore, scope, 'pipelines'),\n          ...visibleToClause(tokens),\n        ),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n  const dealsStatus = dealWindow.status\n\n  const summary = useMemo(() => {\n    const byPipeline = new Map<string, DealRow[]>()\n    for (const deal of dealWindow.rows) {\n      const key = deal.pipelineId ?? ''\n      const list = byPipeline.get(key) ?? []\n      list.push(deal)\n      byPipeline.set(key, list)\n    }\n    // Every active pipeline is charted even with nothing open; an archived\n    // one only while a deal still sits open in it — the forecast card's\n    // rule, so the two cards name the same pipelines.\n    const pipelines = pipelineWindow.rows\n      .filter((pipeline) => !Aglyn.isPipelineArchived(pipeline) || byPipeline.has(pipeline.$id))\n      .map((pipeline) => ({\n        pipeline,\n        totals: Aglyn.pipelineTotals(byPipeline.get(pipeline.$id) ?? [], pipeline),\n      }))\n    const known = new Set(pipelineWindow.rows.map((pipeline) => pipeline.$id))\n    const orphans = dealWindow.rows.filter(\n      (deal) => !known.has(deal.pipelineId ?? ''),\n    )\n    const stageName = (deal: DealRow): string =>\n      Aglyn.dealStageById(\n        pipelineWindow.rows.find((pipeline) => pipeline.$id === deal.pipelineId),\n        deal.stageId,\n      )?.name ?? deal.stageId\n    const top = [...dealWindow.rows]\n      .sort(\n        (a, b) => Number(b.amountCents ?? 0) - Number(a.amountCents ?? 0),\n      )\n      .slice(0, TOP_DEALS)\n    return {\n      pipelines,\n      orphanTotals: Aglyn.pipelineTotals(orphans, null),\n      weightedCents: pipelines.reduce(\n        (total, entry) => total + entry.totals.weightedCents,\n        0,\n      ),\n      top,\n      stageName,\n      currency: Aglyn.currencyOfDeals(dealWindow.rows),\n    }\n  }, [dealWindow, pipelineWindow])\n  // Open deals with nothing scheduled (AGL-2661), off the same window.\n  const stuck = useMemo(() => Aglyn.stuckDeals(dealWindow.rows), [dealWindow.rows])\n\n  const currency = summary.currency.currency\n  const dealsRead = dealsStatus === 'success'\n\n  return (\n    <CardDisplay\n      header={'Pipeline'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#pipeline',\n        excerpt:\n          'Every open deal: how many, what they add up to, and what they ' +\n          'are worth once each is weighted by the odds of its stage. Not ' +\n          'tied to the period — a pipeline is what is open now.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open deals'}\n            value={open.value ? open.value.count.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Pipeline value'}\n            value={open.value ? money(open.value.amountCents, currency) : null}\n            note={'face value of every open deal'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Weighted forecast'}\n            value={dealsRead ? money(summary.weightedCents, currency) : null}\n            note={\n              dealWindow.truncated\n                ? `from the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated`\n                : 'each deal at its stage odds'\n            }\n          />\n          {/*\n            Open deals with no open task against them (AGL-2661): the ones\n            nobody has a next step for. Painted as a warning above zero,\n            because a deal with nothing planned is a deal going nowhere; the\n            tile opens the deals list, whose \"No next activity\" chip lists\n            them.\n          */}\n          <ReportStatTile\n            label={'Stuck deals'}\n            value={dealsRead ? stuck.count.toLocaleString() : null}\n            note={'open, with no next activity'}\n            riseIsGood={false}\n            color={stuck.count > 0 ? 'warning.main' : undefined}\n            href={routes.section('deals')}\n          />\n        </Stack>\n        {open.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The deal totals could not be read.'}\n          </Alert>\n        ) : null}\n        {summary.currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the totals add them as numbers and show ${currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {dealsRead && !summary.pipelines.length && !dealWindow.rows.length ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : null}\n        {summary.pipelines.map(({ pipeline, totals }) => (\n          <Section key={pipeline.$id} title={pipeline.name || 'Pipeline'}>\n            <ReportBreakdown\n              rows={[\n                ...totals.stages.map((row) => ({\n                  key: row.stage.id,\n                  label: row.stage.name,\n                  value: row.amountCents,\n                  display: money(row.amountCents, currency),\n                  note: `${plural(row.count, 'deal')} · ${money(row.weightedCents, currency)} weighted`,\n                })),\n                ...(totals.unplaced.count\n                  ? [\n                      {\n                        key: '$unplaced',\n                        label: 'Stage no longer in this pipeline',\n                        value: totals.unplaced.amountCents,\n                        display: money(totals.unplaced.amountCents, currency),\n                        note: `${plural(totals.unplaced.count, 'deal')} · not forecast`,\n                        color: 'warning.main',\n                      },\n                    ]\n                  : []),\n              ]}\n              emptyText={'This pipeline has no open stages.'}\n            />\n          </Section>\n        ))}\n        {summary.orphanTotals.count ? (\n          <Section title={'Deals in no pipeline'}>\n            <ReportBreakdown\n              rows={[\n                {\n                  key: '$orphans',\n                  label: 'No pipeline',\n                  value: summary.orphanTotals.amountCents,\n                  display: money(summary.orphanTotals.amountCents, currency),\n                  note: `${plural(summary.orphanTotals.count, 'deal')} · not forecast`,\n                  color: 'warning.main',\n                },\n              ]}\n              emptyText={''}\n            />\n          </Section>\n        ) : null}\n        {pipelineWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Only the first ${PIPELINE_CEILING} pipelines are charted.`}\n          </Typography>\n        ) : null}\n        {summary.top.length ? (\n          <Section title={'Top open deals'}>\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Deal'}</TableCell>\n                  <TableCell>{'Stage'}</TableCell>\n                  <TableCell>{'Expected close'}</TableCell>\n                  <TableCell align=\"right\">{'Amount'}</TableCell>\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {summary.top.map((deal) => (\n                  <TableRow key={deal.$id}>\n                    <TableCell>\n                      <AppLink href={routes.deal(deal.$id)}>\n                        {deal.title || deal.$id}\n                      </AppLink>\n                    </TableCell>\n                    <TableCell>{summary.stageName(deal)}</TableCell>\n                    <TableCell>{shortDate(deal.expectedCloseAtMs)}</TableCell>\n                    <TableCell align=\"right\">\n                      {money(\n                        Number(deal.amountCents ?? 0),\n                        String(deal.currency || currency),\n                      )}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n            <ReportExport\n              filename={reportFilename('top-open-deals')}\n              columns={TOP_DEAL_COLUMNS}\n              rows={() =>\n                summary.top.map((deal) => [\n                  deal.title || deal.$id,\n                  summary.stageName(deal),\n                  typeof deal.expectedCloseAtMs === 'number' && deal.expectedCloseAtMs > 0\n                    ? new Date(deal.expectedCloseAtMs).toISOString().slice(0, 10)\n                    : '',\n                  (Number(deal.amountCents ?? 0) / 100).toFixed(2),\n                  String(deal.currency || currency).toUpperCase(),\n                ])\n              }\n              disabled={!dealsRead}\n              caption={\n                dealWindow.truncated\n                  ? `Ranked within the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`\n                  : undefined\n              }\n            />\n          </Section>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nPipelineCard.displayName = 'PipelineCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/pipeline-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-jsx/components/measured-figures.component'\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  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  count,\n  getAggregateFromServer,\n  limit,\n  orderBy,\n  query,\n  sum,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename, shortDate } 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 deals the by-stage chart, the forecast and the top-deals\n * table are read from.\n *\n * The count and the face value of the pipeline are server aggregates and\n * never meet this bound. The forecast cannot be: it weights each deal by\n * ITS stage's odds, which is a join the server will not do, so it reads the\n * deals and says so when there were more than this.\n */\nconst OPEN_DEAL_CEILING = 1000\n/** More pipelines than this is a shape nobody has asked for; the probe says if it happens. */\nconst PIPELINE_CEILING = 20\nconst TOP_DEALS = 10\n\n/** The top-deals table's columns, which are also the CSV's — the amount split from its currency there. */\nconst TOP_DEAL_COLUMNS = ['Deal', 'Stage', 'Expected close', 'Amount', 'Currency'] as const\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface PipelineCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The open pipeline: how many deals, what they add up to, what they are\n * worth at their stage odds, where they sit, and the largest of them\n * (AGL-2604).\n *\n * Not period-scoped, deliberately. A pipeline is a stock, not a flow — what\n * is open NOW — and a \"pipeline over the last 30 days\" would be a report on\n * deals created in a window, which is a different question with a different\n * answer. The period picker governs the cards that measure flows.\n */\nexport function PipelineCard(props: PipelineCardProps) {\n  const { report } = props\n  const { scope, tokens, routes, nowMs } = report\n  const firestore = useFirestore()\n\n  const open = useAggregateRead(\n    () =>\n      getAggregateFromServer(\n        query(\n          scopedCollection(firestore, scope, 'deals'),\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n        ),\n        { count: count(), amountCents: sum('amountCents') },\n      ).then((snapshot) => ({\n        count: Number(snapshot.data().count ?? 0),\n        amountCents: Number(snapshot.data().amountCents ?? 0),\n      })),\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:open') },\n  )\n\n  /**\n   * The open deals, most recently updated first — the order the\n   * `(visibleTo, status, updatedAt)` index the deals list already uses can\n   * serve, so the report adds no index for this read.\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(\n          scopedCollection(firestore, scope, 'pipelines'),\n          ...visibleToClause(tokens),\n        ),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n  const dealsStatus = dealWindow.status\n\n  const summary = useMemo(() => {\n    const byPipeline = new Map<string, DealRow[]>()\n    for (const deal of dealWindow.rows) {\n      const key = deal.pipelineId ?? ''\n      const list = byPipeline.get(key) ?? []\n      list.push(deal)\n      byPipeline.set(key, list)\n    }\n    // Every active pipeline is charted even with nothing open; an archived\n    // one only while a deal still sits open in it — the forecast card's\n    // rule, so the two cards name the same pipelines.\n    const pipelines = pipelineWindow.rows\n      .filter((pipeline) => !Aglyn.isPipelineArchived(pipeline) || byPipeline.has(pipeline.$id))\n      .map((pipeline) => ({\n        pipeline,\n        totals: Aglyn.pipelineTotals(byPipeline.get(pipeline.$id) ?? [], pipeline),\n      }))\n    const known = new Set(pipelineWindow.rows.map((pipeline) => pipeline.$id))\n    const orphans = dealWindow.rows.filter(\n      (deal) => !known.has(deal.pipelineId ?? ''),\n    )\n    const stageName = (deal: DealRow): string =>\n      Aglyn.dealStageById(\n        pipelineWindow.rows.find((pipeline) => pipeline.$id === deal.pipelineId),\n        deal.stageId,\n      )?.name ?? deal.stageId\n    const top = [...dealWindow.rows]\n      .sort(\n        (a, b) => Number(b.amountCents ?? 0) - Number(a.amountCents ?? 0),\n      )\n      .slice(0, TOP_DEALS)\n    return {\n      pipelines,\n      orphanTotals: Aglyn.pipelineTotals(orphans, null),\n      weightedCents: pipelines.reduce(\n        (total, entry) => total + entry.totals.weightedCents,\n        0,\n      ),\n      top,\n      stageName,\n      currency: Aglyn.currencyOfDeals(dealWindow.rows),\n    }\n  }, [dealWindow, pipelineWindow])\n  // Open deals with nothing scheduled (AGL-2661), off the same window.\n  const stuck = useMemo(() => Aglyn.stuckDeals(dealWindow.rows), [dealWindow.rows])\n\n  const currency = summary.currency.currency\n  const dealsRead = dealsStatus === 'success'\n\n  return (\n    <CardDisplay\n      header={'Pipeline'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#pipeline',\n        excerpt:\n          'Every open deal: how many, what they add up to, and what they ' +\n          'are worth once each is weighted by the odds of its stage. Not ' +\n          'tied to the period — a pipeline is what is open now.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open deals'}\n            value={open.value ? open.value.count.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Pipeline value'}\n            value={open.value ? money(open.value.amountCents, currency) : null}\n            note={'face value of every open deal'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Weighted forecast'}\n            value={dealsRead ? money(summary.weightedCents, currency) : null}\n            note={\n              dealWindow.truncated\n                ? `from the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated`\n                : 'each deal at its stage odds'\n            }\n          />\n          {/*\n            Open deals with no open task against them (AGL-2661): the ones\n            nobody has a next step for. 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(\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the totals add them as numbers and show ${currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {dealsRead && !summary.pipelines.length && !dealWindow.rows.length ? 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[\n                      {\n                        key: '$unplaced',\n                        label: 'Stage no longer in this pipeline',\n                        value: totals.unplaced.amountCents,\n                        display: money(totals.unplaced.amountCents, currency),\n                        note: `${plural(totals.unplaced.count, 'deal')} · not forecast`,\n                        color: 'warning.main',\n                      },\n                    ]\n                  : []),\n              ]}\n              emptyText={'This pipeline has no open stages.'}\n            />\n          </Section>\n        ))}\n        {summary.orphanTotals.count ? 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                    Number(deal.amountCents ?? 0),\n                        String(deal.currency || currency),\n                      )}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n            <ReportExport\n              filename={reportFilename('top-open-deals')}\n              columns={TOP_DEAL_COLUMNS}\n              rows={() =>\n                summary.top.map((deal) => [\n                  deal.title || deal.$id,\n                  summary.stageName(deal),\n                  typeof deal.expectedCloseAtMs === 'number' && deal.expectedCloseAtMs > 0\n                    ? new Date(deal.expectedCloseAtMs).toISOString().slice(0, 10)\n                    : '',\n                  (Number(deal.amountCents ?? 0) / 100).toFixed(2),\n                  String(deal.currency || currency).toUpperCase(),\n                ])\n              }\n              disabled={!dealsRead}\n              caption={\n                dealWindow.truncated\n                  ? `Ranked within the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`\n                  : undefined\n              }\n            />\n          </Section>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nPipelineCard.displayName = 'PipelineCard'\n\nexport default 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package/src/lib/components/reports/won-lost-by-owner-card.js

@@ -16,7 +16,7 @@
  */ '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 { money } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { percent } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { Alert, Stack, Typography } from "@mui/material";

package/src/lib/components/reports/won-lost-by-owner-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/won-lost-by-owner-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 { percent } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportBreakdown } from './report-breakdown'\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 ceiling the Won and lost card reads its chart under, spelled\n * from one constant so the two cards share the read rather than each\n * paying for its own.\n */\nconst CLOSED_DEAL_CEILING = 500\n\n/** How many owners the breakdown draws before folding the rest into one row. */\nconst OWNER_ROW_CEILING = 8\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\n\nexport interface WonLostByOwnerCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Who closed what (AGL-2662): the period's wins and losses, by the person\n * who owned the deal at the close.\n *\n * ## It costs no read\n *\n * The two windows are the SAME queries the Won and lost card builds, under\n * the same cache keys — `closed:won` and `closed:lost` — so\n * `useAggregateRead` either answers this card from the remembered window or\n * joins the other card's in-flight promise. Two cards, one pair of reads.\n * A key of its own here would have doubled the most expensive read on the\n * page to ask a different question of the same rows.\n *\n * ## Why the rows can under-report a very busy period\n *\n * The window is bounded, and the bound is on the deals rather than on the\n * owners — so a period with more than {@link CLOSED_DEAL_CEILING} closes of\n * an outcome is tallied over the most recent of them, and the caption says\n * so. A server-side group-by would need one aggregate per owner, and the\n * owner list is not known before the read.\n */\nexport function WonLostByOwnerCard(props: WonLostByOwnerCardProps) {\n  const { report } = props\n  const { scope, tokens, range } = report\n  const firestore = useFirestore()\n  // The roster resolves a uid into the name the team reads; a uid it no\n  // longer carries — somebody who has left — is named by its own id rather\n  // than dropped, because their closed deals still happened.\n  const roster = useOrgMemberOptions(scope[1])\n\n  const closedInPeriod = (status: Aglyn.CrmDealStatus) =>\n    query(\n      scopedCollection(firestore, scope, 'deals'),\n      ...visibleToClause(tokens),\n      where('status', '==', status),\n      where('closedAtMs', '>=', range.from),\n      where('closedAtMs', '<', range.to),\n      orderBy('closedAtMs', 'desc'),\n      limit(CLOSED_DEAL_CEILING + 1),\n    )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('won'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n  const lostWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('lost'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:lost') },\n  )\n\n  const owners = useMemo(\n    () => Aglyn.wonLostByOwner(wonWindow.rows, lostWindow.rows),\n    [wonWindow.rows, lostWindow.rows],\n  )\n  const currency = useMemo(\n    () => Aglyn.currencyOfDeals(wonWindow.rows).currency,\n    [wonWindow.rows],\n  )\n\n  const read = wonWindow.status === 'success' && lostWindow.status === 'success'\n  const failed = wonWindow.status === 'error' || lostWindow.status === 'error'\n\n  const rows = useMemo(() => {\n    const named = (uid: string) =>\n      uid\n        ? (Aglyn.findOrgMember(roster.options, uid)?.label ?? uid)\n        : 'Unassigned'\n    const shown = owners.slice(0, OWNER_ROW_CEILING)\n    const folded = owners.slice(OWNER_ROW_CEILING)\n    const rest = folded.reduce(\n      (total, owner) => ({\n        won: total.won + owner.won,\n        lost: total.lost + owner.lost,\n        wonAmountCents: total.wonAmountCents + owner.wonAmountCents,\n      }),\n      { won: 0, lost: 0, wonAmountCents: 0 },\n    )\n    return [\n      ...shown.map((owner) => ({\n        key: owner.uid || 'unassigned',\n        label: named(owner.uid),\n        value: owner.won,\n        display: `${owner.won.toLocaleString()} won`,\n        note:\n          `${owner.lost.toLocaleString()} lost · ` +\n          `${owner.winRate === null ? 'no rate' : `${percent(owner.winRate)} win rate`} · ` +\n          `${money(owner.wonAmountCents, currency)}`,\n        color: 'success.main',\n      })),\n      ...(folded.length\n        ? [\n            {\n              key: '$rest',\n              label: `${folded.length} more`,\n              value: rest.won,\n              display: `${rest.won.toLocaleString()} won`,\n              note: `${rest.lost.toLocaleString()} lost · ${money(rest.wonAmountCents, currency)}`,\n              color: 'success.main',\n            },\n          ]\n        : []),\n    ]\n  }, [owners, roster.options, currency])\n\n  return (\n    <CardDisplay\n      header={'Won and lost by owner'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#won-and-lost-by-owner',\n        excerpt:\n          'Closed deals grouped by the person who owned them at the close, ' +\n          'ranked by how much closed rather than by win rate, with the deals ' +\n          'nobody owned kept as a row of their own.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Alert severity=\"warning\">\n            {'The closed deals could not be read, so this is not an empty period.'}\n          </Alert>\n        ) : null}\n        <ReportBreakdown\n          rows={rows}\n          emptyText={read ? 'Nothing closed in this period.' : 'Reading…'}\n        />\n        {wonWindow.truncated || lostWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Counted over the ${CLOSED_DEAL_CEILING} most recently closed of each outcome; this period held more.`}\n          </Typography>\n        ) : null}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'Credited to whoever owned the deal when it closed, not to whoever created it.'}\n        </Typography>\n      </Stack>\n    </CardDisplay>\n  )\n}\nWonLostByOwnerCard.displayName = 'WonLostByOwnerCard'\n\nexport default WonLostByOwnerCard\n"],"names":["Aglyn","money","CardDisplay","percent","Alert","Stack","Typography","limit","orderBy","query","where","useMemo","useFirestore","useOrgMemberOptions","ReportBreakdown","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","CLOSED_DEAL_CEILING","OWNER_ROW_CEILING","WonLostByOwnerCard","props","report","scope","tokens","range","firestore","roster","closedInPeriod","status","from","to","wonWindow","cacheKey","lostWindow","owners","wonLostByOwner","rows","currency","currencyOfDeals","read","failed","named","uid","findOrgMember","options","label","shown","slice","folded","rest","reduce","total","owner","won","lost","wonAmountCents","map","key","value","display","toLocaleString","note","winRate","color","length","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","severity","emptyText","truncated","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,KAAK,QAAQ,6DAA4D;AAClF,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,EAAEC,KAAK,QAAQ,qBAAoB;AACjE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,mBAAmB,QAAQ,wCAAoC;AACxE,SAASC,eAAe,QAAQ,wBAAoB;AACpD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,aAAa,QAAQ,0BAAsB;AAEpD;;;;CAIC,GACD,MAAMC,sBAAsB;AAE5B,8EAA8E,GAC9E,MAAMC,oBAAoB;AAQ1B;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAE,GAAGH;IACjC,MAAMI,YAAYf;IAClB,sEAAsE;IACtE,yEAAyE;IACzE,2DAA2D;IAC3D,MAAMgB,SAASf,oBAAoBW,KAAK,CAAC,EAAE;IAE3C,MAAMK,iBAAiB,CAACC,SACtBrB,MACEO,iBAAiBW,WAAWH,OAAO,aAChCP,gBAAgBQ,SACnBf,MAAM,UAAU,MAAMoB,SACtBpB,MAAM,cAAc,MAAMgB,MAAMK,IAAI,GACpCrB,MAAM,cAAc,KAAKgB,MAAMM,EAAE,GACjCxB,QAAQ,cAAc,SACtBD,MAAMY,sBAAsB;IAGhC,MAAMc,YAAYf,cAChB,IAAMW,eAAe,QACrBV,qBACA;QAACQ;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEQ,UAAUnB,eAAeQ,QAAQ;IAAc;IAEnD,MAAMY,aAAajB,cACjB,IAAMW,eAAe,SACrBV,qBACA;QAACQ;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEQ,UAAUnB,eAAeQ,QAAQ;IAAe;IAGpD,MAAMa,SAASzB,QACb,IAAMX,MAAMqC,cAAc,CAACJ,UAAUK,IAAI,EAAEH,WAAWG,IAAI,GAC1D;QAACL,UAAUK,IAAI;QAAEH,WAAWG,IAAI;KAAC;IAEnC,MAAMC,WAAW5B,QACf,IAAMX,MAAMwC,eAAe,CAACP,UAAUK,IAAI,EAAEC,QAAQ,EACpD;QAACN,UAAUK,IAAI;KAAC;IAGlB,MAAMG,OAAOR,UAAUH,MAAM,KAAK,aAAaK,WAAWL,MAAM,KAAK;IACrE,MAAMY,SAAST,UAAUH,MAAM,KAAK,WAAWK,WAAWL,MAAM,KAAK;IAErE,MAAMQ,OAAO3B,QAAQ;QACnB,MAAMgC,QAAQ,CAACC;;gBAER5C;mBADL4C,eACK5C,uBAAAA,MAAM6C,aAAa,CAACjB,OAAOkB,OAAO,EAAEF,yBAApC5C,qBAA0C+C,KAAK,mBAAIH,MACpD;;QACN,MAAMI,QAAQZ,OAAOa,KAAK,CAAC,GAAG7B;QAC9B,MAAM8B,SAASd,OAAOa,KAAK,CAAC7B;QAC5B,MAAM+B,OAAOD,OAAOE,MAAM,CACxB,CAACC,OAAOC,QAAW,CAAA;gBACjBC,KAAKF,MAAME,GAAG,GAAGD,MAAMC,GAAG;gBAC1BC,MAAMH,MAAMG,IAAI,GAAGF,MAAME,IAAI;gBAC7BC,gBAAgBJ,MAAMI,cAAc,GAAGH,MAAMG,cAAc;YAC7D,CAAA,GACA;YAAEF,KAAK;YAAGC,MAAM;YAAGC,gBAAgB;QAAE;QAEvC,OAAO;eACFT,MAAMU,GAAG,CAAC,CAACJ,QAAW,CAAA;oBACvBK,KAAKL,MAAMV,GAAG,IAAI;oBAClBG,OAAOJ,MAAMW,MAAMV,GAAG;oBACtBgB,OAAON,MAAMC,GAAG;oBAChBM,SAAS,GAAGP,MAAMC,GAAG,CAACO,cAAc,GAAG,IAAI,CAAC;oBAC5CC,MACE,GAAGT,MAAME,IAAI,CAACM,cAAc,GAAG,QAAQ,CAAC,GACxC,GAAGR,MAAMU,OAAO,KAAK,OAAO,YAAY,GAAG7D,QAAQmD,MAAMU,OAAO,EAAE,SAAS,CAAC,CAAC,GAAG,CAAC,GACjF,GAAG/D,MAAMqD,MAAMG,cAAc,EAAElB,WAAW;oBAC5C0B,OAAO;gBACT,CAAA;eACIf,OAAOgB,MAAM,GACb;gBACE;oBACEP,KAAK;oBACLZ,OAAO,GAAGG,OAAOgB,MAAM,CAAC,KAAK,CAAC;oBAC9BN,OAAOT,KAAKI,GAAG;oBACfM,SAAS,GAAGV,KAAKI,GAAG,CAACO,cAAc,GAAG,IAAI,CAAC;oBAC3CC,MAAM,GAAGZ,KAAKK,IAAI,CAACM,cAAc,GAAG,QAAQ,EAAE7D,MAAMkD,KAAKM,cAAc,EAAElB,WAAW;oBACpF0B,OAAO;gBACT;aACD,GACD,EAAE;SACP;IACH,GAAG;QAAC7B;QAAQR,OAAOkB,OAAO;QAAEP;KAAS;IAErC,qBACE,KAACrC;QACCiE,QAAQ;QACRC,MAAMpE,MAAMqE,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,uEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACpE;YAAMqE,SAAS;;gBACbhC,uBACC,KAACtC;oBAAMuE,UAAS;8BACb;qBAED;8BACJ,KAAC7D;oBACCwB,MAAMA;oBACNsC,WAAWnC,OAAO,mCAAmC;;gBAEtDR,UAAU4C,SAAS,IAAI1C,WAAW0C,SAAS,iBAC1C,KAACvE;oBAAWwE,SAAQ;oBAAUb,OAAM;8BACjC,CAAC,iBAAiB,EAAE9C,oBAAoB,6DAA6D,CAAC;qBAEvG;8BACJ,KAACb;oBAAWwE,SAAQ;oBAAUb,OAAM;8BACjC;;;;;AAKX;AACA5C,mBAAmB0D,WAAW,GAAG;AAEjC,eAAe1D,mBAAkB"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/won-lost-by-owner-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-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { percent } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportBreakdown } from './report-breakdown'\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 ceiling the Won and lost card reads its chart under, spelled\n * from one constant so the two cards share the read rather than each\n * paying for its own.\n */\nconst CLOSED_DEAL_CEILING = 500\n\n/** How many owners the breakdown draws before folding the rest into one row. */\nconst OWNER_ROW_CEILING = 8\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\n\nexport interface WonLostByOwnerCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Who closed what (AGL-2662): the period's wins and losses, by the person\n * who owned the deal at the close.\n *\n * ## It costs no read\n *\n * The two windows are the SAME queries the Won and lost card builds, under\n * the same cache keys — `closed:won` and `closed:lost` — so\n * `useAggregateRead` either answers this card from the remembered window or\n * joins the other card's in-flight promise. Two cards, one pair of reads.\n * A key of its own here would have doubled the most expensive read on the\n * page to ask a different question of the same rows.\n *\n * ## Why the rows can under-report a very busy period\n *\n * The window is bounded, and the bound is on the deals rather than on the\n * owners — so a period with more than {@link CLOSED_DEAL_CEILING} closes of\n * an outcome is tallied over the most recent of them, and the caption says\n * so. A server-side group-by would need one aggregate per owner, and the\n * owner list is not known before the read.\n */\nexport function WonLostByOwnerCard(props: WonLostByOwnerCardProps) {\n  const { report } = props\n  const { scope, tokens, range } = report\n  const firestore = useFirestore()\n  // The roster resolves a uid into the name the team reads; a uid it no\n  // longer carries — somebody who has left — is named by its own id rather\n  // than dropped, because their closed deals still happened.\n  const roster = useOrgMemberOptions(scope[1])\n\n  const closedInPeriod = (status: Aglyn.CrmDealStatus) =>\n    query(\n      scopedCollection(firestore, scope, 'deals'),\n      ...visibleToClause(tokens),\n      where('status', '==', status),\n      where('closedAtMs', '>=', range.from),\n      where('closedAtMs', '<', range.to),\n      orderBy('closedAtMs', 'desc'),\n      limit(CLOSED_DEAL_CEILING + 1),\n    )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('won'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n  const lostWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('lost'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:lost') },\n  )\n\n  const owners = useMemo(\n    () => Aglyn.wonLostByOwner(wonWindow.rows, lostWindow.rows),\n    [wonWindow.rows, lostWindow.rows],\n  )\n  const currency = useMemo(\n    () => Aglyn.currencyOfDeals(wonWindow.rows).currency,\n    [wonWindow.rows],\n  )\n\n  const read = wonWindow.status === 'success' && lostWindow.status === 'success'\n  const failed = wonWindow.status === 'error' || lostWindow.status === 'error'\n\n  const rows = useMemo(() => {\n    const named = (uid: string) =>\n      uid\n        ? (Aglyn.findOrgMember(roster.options, uid)?.label ?? uid)\n        : 'Unassigned'\n    const shown = owners.slice(0, OWNER_ROW_CEILING)\n    const folded = owners.slice(OWNER_ROW_CEILING)\n    const rest = folded.reduce(\n      (total, owner) => ({\n        won: total.won + owner.won,\n        lost: total.lost + owner.lost,\n        wonAmountCents: total.wonAmountCents + owner.wonAmountCents,\n      }),\n      { won: 0, lost: 0, wonAmountCents: 0 },\n    )\n    return [\n      ...shown.map((owner) => ({\n        key: owner.uid || 'unassigned',\n        label: named(owner.uid),\n        value: owner.won,\n        display: `${owner.won.toLocaleString()} won`,\n        note:\n          `${owner.lost.toLocaleString()} lost · ` +\n          `${owner.winRate === null ? 'no rate' : `${percent(owner.winRate)} win rate`} · ` +\n          `${money(owner.wonAmountCents, currency)}`,\n        color: 'success.main',\n      })),\n      ...(folded.length\n        ? [\n            {\n              key: '$rest',\n              label: `${folded.length} more`,\n              value: rest.won,\n              display: `${rest.won.toLocaleString()} won`,\n              note: `${rest.lost.toLocaleString()} lost · ${money(rest.wonAmountCents, currency)}`,\n              color: 'success.main',\n            },\n          ]\n        : []),\n    ]\n  }, [owners, roster.options, currency])\n\n  return (\n    <CardDisplay\n      header={'Won and lost by owner'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#won-and-lost-by-owner',\n        excerpt:\n          'Closed deals grouped by the person who owned them at the close, ' +\n          'ranked by how much closed rather than by win rate, with the deals ' +\n          'nobody owned kept as a row of their own.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Alert severity=\"warning\">\n            {'The closed deals could not be read, so this is not an empty period.'}\n          </Alert>\n        ) : null}\n        <ReportBreakdown\n          rows={rows}\n          emptyText={read ? 'Nothing closed in this period.' : 'Reading…'}\n        />\n        {wonWindow.truncated || lostWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Counted over the ${CLOSED_DEAL_CEILING} most recently closed of each outcome; this period held more.`}\n          </Typography>\n        ) : null}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'Credited to whoever owned the deal when it closed, not to whoever created it.'}\n        </Typography>\n      </Stack>\n    </CardDisplay>\n  )\n}\nWonLostByOwnerCard.displayName = 'WonLostByOwnerCard'\n\nexport default WonLostByOwnerCard\n"],"names":["Aglyn","money","CardDisplay","percent","Alert","Stack","Typography","limit","orderBy","query","where","useMemo","useFirestore","useOrgMemberOptions","ReportBreakdown","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","CLOSED_DEAL_CEILING","OWNER_ROW_CEILING","WonLostByOwnerCard","props","report","scope","tokens","range","firestore","roster","closedInPeriod","status","from","to","wonWindow","cacheKey","lostWindow","owners","wonLostByOwner","rows","currency","currencyOfDeals","read","failed","named","uid","findOrgMember","options","label","shown","slice","folded","rest","reduce","total","owner","won","lost","wonAmountCents","map","key","value","display","toLocaleString","note","winRate","color","length","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","severity","emptyText","truncated","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,KAAK,QAAQ,6DAA4D;AAClF,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,EAAEC,KAAK,QAAQ,qBAAoB;AACjE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,mBAAmB,QAAQ,wCAAoC;AACxE,SAASC,eAAe,QAAQ,wBAAoB;AACpD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,aAAa,QAAQ,0BAAsB;AAEpD;;;;CAIC,GACD,MAAMC,sBAAsB;AAE5B,8EAA8E,GAC9E,MAAMC,oBAAoB;AAQ1B;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAE,GAAGH;IACjC,MAAMI,YAAYf;IAClB,sEAAsE;IACtE,yEAAyE;IACzE,2DAA2D;IAC3D,MAAMgB,SAASf,oBAAoBW,KAAK,CAAC,EAAE;IAE3C,MAAMK,iBAAiB,CAACC,SACtBrB,MACEO,iBAAiBW,WAAWH,OAAO,aAChCP,gBAAgBQ,SACnBf,MAAM,UAAU,MAAMoB,SACtBpB,MAAM,cAAc,MAAMgB,MAAMK,IAAI,GACpCrB,MAAM,cAAc,KAAKgB,MAAMM,EAAE,GACjCxB,QAAQ,cAAc,SACtBD,MAAMY,sBAAsB;IAGhC,MAAMc,YAAYf,cAChB,IAAMW,eAAe,QACrBV,qBACA;QAACQ;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEQ,UAAUnB,eAAeQ,QAAQ;IAAc;IAEnD,MAAMY,aAAajB,cACjB,IAAMW,eAAe,SACrBV,qBACA;QAACQ;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEQ,UAAUnB,eAAeQ,QAAQ;IAAe;IAGpD,MAAMa,SAASzB,QACb,IAAMX,MAAMqC,cAAc,CAACJ,UAAUK,IAAI,EAAEH,WAAWG,IAAI,GAC1D;QAACL,UAAUK,IAAI;QAAEH,WAAWG,IAAI;KAAC;IAEnC,MAAMC,WAAW5B,QACf,IAAMX,MAAMwC,eAAe,CAACP,UAAUK,IAAI,EAAEC,QAAQ,EACpD;QAACN,UAAUK,IAAI;KAAC;IAGlB,MAAMG,OAAOR,UAAUH,MAAM,KAAK,aAAaK,WAAWL,MAAM,KAAK;IACrE,MAAMY,SAAST,UAAUH,MAAM,KAAK,WAAWK,WAAWL,MAAM,KAAK;IAErE,MAAMQ,OAAO3B,QAAQ;QACnB,MAAMgC,QAAQ,CAACC;;gBAER5C;mBADL4C,eACK5C,uBAAAA,MAAM6C,aAAa,CAACjB,OAAOkB,OAAO,EAAEF,yBAApC5C,qBAA0C+C,KAAK,mBAAIH,MACpD;;QACN,MAAMI,QAAQZ,OAAOa,KAAK,CAAC,GAAG7B;QAC9B,MAAM8B,SAASd,OAAOa,KAAK,CAAC7B;QAC5B,MAAM+B,OAAOD,OAAOE,MAAM,CACxB,CAACC,OAAOC,QAAW,CAAA;gBACjBC,KAAKF,MAAME,GAAG,GAAGD,MAAMC,GAAG;gBAC1BC,MAAMH,MAAMG,IAAI,GAAGF,MAAME,IAAI;gBAC7BC,gBAAgBJ,MAAMI,cAAc,GAAGH,MAAMG,cAAc;YAC7D,CAAA,GACA;YAAEF,KAAK;YAAGC,MAAM;YAAGC,gBAAgB;QAAE;QAEvC,OAAO;eACFT,MAAMU,GAAG,CAAC,CAACJ,QAAW,CAAA;oBACvBK,KAAKL,MAAMV,GAAG,IAAI;oBAClBG,OAAOJ,MAAMW,MAAMV,GAAG;oBACtBgB,OAAON,MAAMC,GAAG;oBAChBM,SAAS,GAAGP,MAAMC,GAAG,CAACO,cAAc,GAAG,IAAI,CAAC;oBAC5CC,MACE,GAAGT,MAAME,IAAI,CAACM,cAAc,GAAG,QAAQ,CAAC,GACxC,GAAGR,MAAMU,OAAO,KAAK,OAAO,YAAY,GAAG7D,QAAQmD,MAAMU,OAAO,EAAE,SAAS,CAAC,CAAC,GAAG,CAAC,GACjF,GAAG/D,MAAMqD,MAAMG,cAAc,EAAElB,WAAW;oBAC5C0B,OAAO;gBACT,CAAA;eACIf,OAAOgB,MAAM,GACb;gBACE;oBACEP,KAAK;oBACLZ,OAAO,GAAGG,OAAOgB,MAAM,CAAC,KAAK,CAAC;oBAC9BN,OAAOT,KAAKI,GAAG;oBACfM,SAAS,GAAGV,KAAKI,GAAG,CAACO,cAAc,GAAG,IAAI,CAAC;oBAC3CC,MAAM,GAAGZ,KAAKK,IAAI,CAACM,cAAc,GAAG,QAAQ,EAAE7D,MAAMkD,KAAKM,cAAc,EAAElB,WAAW;oBACpF0B,OAAO;gBACT;aACD,GACD,EAAE;SACP;IACH,GAAG;QAAC7B;QAAQR,OAAOkB,OAAO;QAAEP;KAAS;IAErC,qBACE,KAACrC;QACCiE,QAAQ;QACRC,MAAMpE,MAAMqE,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,uEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACpE;YAAMqE,SAAS;;gBACbhC,uBACC,KAACtC;oBAAMuE,UAAS;8BACb;qBAED;8BACJ,KAAC7D;oBACCwB,MAAMA;oBACNsC,WAAWnC,OAAO,mCAAmC;;gBAEtDR,UAAU4C,SAAS,IAAI1C,WAAW0C,SAAS,iBAC1C,KAACvE;oBAAWwE,SAAQ;oBAAUb,OAAM;8BACjC,CAAC,iBAAiB,EAAE9C,oBAAoB,6DAA6D,CAAC;qBAEvG;8BACJ,KAACb;oBAAWwE,SAAQ;oBAAUb,OAAM;8BACjC;;;;;AAKX;AACA5C,mBAAmB0D,WAAW,GAAG;AAEjC,eAAe1D,mBAAkB"}