@aglyn/plugins-crm 1.0.0-beta.164 → 1.0.0-beta.166

package/src/lib/components/reports/lead-counts.d.ts

@@ -19,14 +19,21 @@ import { type Firestore } from 'firebase/firestore';
  * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since
  * AGL-2634).
  *
- * A lead lives under its site — `hosts/{hostId}/leads`, private by path —
- * so there is no org-level collection to count and no `orgId` on the
- * document to group by. The one figure is two server counts per site and
- * a subtraction: every lead, less the closed ones, because a lead nobody
+ * ONE PAIR OF COUNTS, not one pair per site (AGL-3275).
+ *
+ * This fanned out across the org's sites and summed, because a lead lived at
+ * `hosts/{hostId}/leads` and each site's collection was disjoint from every
+ * other's. On the org they share one collection, and a lead two brands both
+ * hold would be counted once for each of them — so the sum would report a
+ * multi-brand org more open leads than it has. A single scoped count cannot
+ * double-count, and costs two reads instead of two per site.
+ *
+ * The figure is still every lead less the closed ones, because a lead nobody
  * has touched carries no status and Firestore cannot select on a field's
- * absence (`openLeadsFromCounts`). Handed one site this is the glance
- * card's figure as it always was; handed the org's sites it is the org
- * level's total, and the fan-out is bounded by the org's site list rather
- * than by the data.
+ * absence (`openLeadsFromCounts`).
+ *
+ * `visibleTo` is the scope clause: a site's tokens for the glance card, and
+ * `null` at the organization level, where an org-wide member's reads carry no
+ * clause at all.
  */
-export declare function openLeadsAcrossSites(firestore: Firestore, hostIds: readonly string[]): Promise<number>;
+export declare function openLeadsForScope(firestore: Firestore, orgId: string, visibleTo: readonly string[] | null): Promise<number>;

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

@@ -19,26 +19,37 @@ import { collection, getCountFromServer, query, where } from "firebase/firestore
  * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since
  * AGL-2634).
  *
- * A lead lives under its site — `hosts/{hostId}/leads`, private by path —
- * so there is no org-level collection to count and no `orgId` on the
- * document to group by. The one figure is two server counts per site and
- * a subtraction: every lead, less the closed ones, because a lead nobody
+ * ONE PAIR OF COUNTS, not one pair per site (AGL-3275).
+ *
+ * This fanned out across the org's sites and summed, because a lead lived at
+ * `hosts/{hostId}/leads` and each site's collection was disjoint from every
+ * other's. On the org they share one collection, and a lead two brands both
+ * hold would be counted once for each of them — so the sum would report a
+ * multi-brand org more open leads than it has. A single scoped count cannot
+ * double-count, and costs two reads instead of two per site.
+ *
+ * The figure is still every lead less the closed ones, because a lead nobody
  * has touched carries no status and Firestore cannot select on a field's
- * absence (`openLeadsFromCounts`). Handed one site this is the glance
- * card's figure as it always was; handed the org's sites it is the org
- * level's total, and the fan-out is bounded by the org's site list rather
- * than by the data.
- */ export async function openLeadsAcrossSites(firestore, hostIds) {
+ * absence (`openLeadsFromCounts`).
+ *
+ * `visibleTo` is the scope clause: a site's tokens for the glance card, and
+ * `null` at the organization level, where an org-wide member's reads carry no
+ * clause at all.
+ */ export async function openLeadsForScope(firestore, orgId, visibleTo) {
     const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
-    const perSite = await Promise.all(hostIds.map(async (hostId)=>{
-        const leads = collection(firestore, 'hosts', hostId, 'leads');
-        const [total, closed] = await Promise.all([
-            countOf(query(leads)),
-            countOf(query(leads, where('status', 'in', CRM_LEAD_CLOSED_STATUSES)))
-        ]);
-        return openLeadsFromCounts(total, closed);
-    }));
-    return perSite.reduce((sum, count)=>sum + count, 0);
+    const leads = collection(firestore, 'orgs', orgId, 'leads');
+    // An `array-contains-any` over nothing is a query Firestore refuses.
+    if (visibleTo && !visibleTo.length) return 0;
+    const scope = visibleTo ? [
+        where('visibleTo', 'array-contains-any', [
+            ...visibleTo
+        ])
+    ] : [];
+    const [total, closed] = await Promise.all([
+        countOf(query(leads, ...scope)),
+        countOf(query(leads, ...scope, where('status', 'in', CRM_LEAD_CLOSED_STATUSES)))
+    ]);
+    return openLeadsFromCounts(total, closed);
 }
 
 //# sourceMappingURL=lead-counts.js.map

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-counts.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { CRM_LEAD_CLOSED_STATUSES, openLeadsFromCounts } from '@aglyn/aglyn'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  query,\n  where,\n} from 'firebase/firestore'\n\n/**\n * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since\n * AGL-2634).\n *\n * A lead lives under its site — `hosts/{hostId}/leads`, private by path —\n * so there is no org-level collection to count and no `orgId` on the\n * document to group by. The one figure is two server counts per site and\n * a subtraction: every lead, less the closed ones, because a lead nobody\n * has touched carries no status and Firestore cannot select on a field's\n * absence (`openLeadsFromCounts`). Handed one site this is the glance\n * card's figure as it always was; handed the org's sites it is the org\n * level's total, and the fan-out is bounded by the org's site list rather\n * than by the data.\n */\nexport async function openLeadsAcrossSites(\n  firestore: Firestore,\n  hostIds: readonly string[],\n): Promise<number> {\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n  const perSite = await Promise.all(\n    hostIds.map(async (hostId) => {\n      const leads = collection(firestore, 'hosts', hostId, 'leads')\n      const [total, closed] = await Promise.all([\n        countOf(query(leads)),\n        countOf(query(leads, where('status', 'in', CRM_LEAD_CLOSED_STATUSES))),\n      ])\n      return openLeadsFromCounts(total, closed)\n    }),\n  )\n  return perSite.reduce((sum, count) => sum + count, 0)\n}\n"],"names":["CRM_LEAD_CLOSED_STATUSES","openLeadsFromCounts","collection","getCountFromServer","query","where","openLeadsAcrossSites","firestore","hostIds","countOf","target","then","snapshot","data","count","perSite","Promise","all","map","hostId","leads","total","closed","reduce","sum"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,EAAEC,mBAAmB,QAAQ,eAAc;AAC5E,SACEC,UAAU,EAEVC,kBAAkB,EAClBC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAE3B;;;;;;;;;;;;;CAaC,GACD,OAAO,eAAeC,qBACpBC,SAAoB,EACpBC,OAA0B;IAE1B,MAAMC,UAAU,CAACC,SACfP,mBAAmBO,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;IACrE,MAAMC,UAAU,MAAMC,QAAQC,GAAG,CAC/BT,QAAQU,GAAG,CAAC,OAAOC;QACjB,MAAMC,QAAQlB,WAAWK,WAAW,SAASY,QAAQ;QACrD,MAAM,CAACE,OAAOC,OAAO,GAAG,MAAMN,QAAQC,GAAG,CAAC;YACxCR,QAAQL,MAAMgB;YACdX,QAAQL,MAAMgB,OAAOf,MAAM,UAAU,MAAML;SAC5C;QACD,OAAOC,oBAAoBoB,OAAOC;IACpC;IAEF,OAAOP,QAAQQ,MAAM,CAAC,CAACC,KAAKV,QAAUU,MAAMV,OAAO;AACrD"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-counts.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { CRM_LEAD_CLOSED_STATUSES, openLeadsFromCounts } from '@aglyn/aglyn'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  query,\n  where,\n} from 'firebase/firestore'\n\n/**\n * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since\n * AGL-2634).\n *\n * ONE PAIR OF COUNTS, not one pair per site (AGL-3275).\n *\n * This fanned out across the org's sites and summed, because a lead lived at\n * `hosts/{hostId}/leads` and each site's collection was disjoint from every\n * other's. On the org they share one collection, and a lead two brands both\n * hold would be counted once for each of them — so the sum would report a\n * multi-brand org more open leads than it has. A single scoped count cannot\n * double-count, and costs two reads instead of two per site.\n *\n * The figure is still every lead less the closed ones, because a lead nobody\n * has touched carries no status and Firestore cannot select on a field's\n * absence (`openLeadsFromCounts`).\n *\n * `visibleTo` is the scope clause: a site's tokens for the glance card, and\n * `null` at the organization level, where an org-wide member's reads carry no\n * clause at all.\n */\nexport async function openLeadsForScope(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n): Promise<number> {\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n  const leads = collection(firestore, 'orgs', orgId, 'leads')\n  // An `array-contains-any` over nothing is a query Firestore refuses.\n  if (visibleTo && !visibleTo.length) return 0\n  const scope = visibleTo\n    ? [where('visibleTo', 'array-contains-any', [...visibleTo])]\n    : []\n  const [total, closed] = await Promise.all([\n    countOf(query(leads, ...scope)),\n    countOf(\n      query(leads, ...scope, where('status', 'in', CRM_LEAD_CLOSED_STATUSES)),\n    ),\n  ])\n  return openLeadsFromCounts(total, closed)\n}\n"],"names":["CRM_LEAD_CLOSED_STATUSES","openLeadsFromCounts","collection","getCountFromServer","query","where","openLeadsForScope","firestore","orgId","visibleTo","countOf","target","then","snapshot","data","count","leads","length","scope","total","closed","Promise","all"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,EAAEC,mBAAmB,QAAQ,eAAc;AAC5E,SACEC,UAAU,EAEVC,kBAAkB,EAClBC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAE3B;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,eAAeC,kBACpBC,SAAoB,EACpBC,KAAa,EACbC,SAAmC;IAEnC,MAAMC,UAAU,CAACC,SACfR,mBAAmBQ,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;IACrE,MAAMC,QAAQd,WAAWK,WAAW,QAAQC,OAAO;IACnD,qEAAqE;IACrE,IAAIC,aAAa,CAACA,UAAUQ,MAAM,EAAE,OAAO;IAC3C,MAAMC,QAAQT,YACV;QAACJ,MAAM,aAAa,sBAAsB;eAAII;SAAU;KAAE,GAC1D,EAAE;IACN,MAAM,CAACU,OAAOC,OAAO,GAAG,MAAMC,QAAQC,GAAG,CAAC;QACxCZ,QAAQN,MAAMY,UAAUE;QACxBR,QACEN,MAAMY,UAAUE,OAAOb,MAAM,UAAU,MAAML;KAEhD;IACD,OAAOC,oBAAoBkB,OAAOC;AACpC"}

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

@@ -52,8 +52,19 @@ const LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {
     anchor: '#lead-funnel',
     excerpt: 'Of the leads this site captured in the period, how many are ' + 'still new, being worked, qualified or unqualified — and the ' + 'reasons the unqualified ones were closed. Placed by when each ' + 'lead was first seen.'
 });
-/** One site's leads first seen in a range — a single-field range, no composite index. */ function leadsBetween(firestore, hostId, from, to) {
-    return query(collection(firestore, 'hosts', hostId, 'leads'), where('firstSeenAtMs', '>=', from), where('firstSeenAtMs', '<', to));
+/**
+ * The leads a scope may see, first seen in a range (AGL-3275).
+ *
+ * `visibleTo` is the site's tokens under a site, and `null` at the
+ * organization level where an org-wide member reads without a clause. The
+ * range stays a single-field one; with the scope clause it composes with the
+ * `visibleTo` + `firstSeenAtMs` entry in `cloud/firebase-firestore.indexes.json`.
+ */ function leadsBetween(firestore, orgId, visibleTo, from, to) {
+    return query(collection(firestore, 'orgs', orgId, 'leads'), ...visibleTo ? [
+        where('visibleTo', 'array-contains-any', [
+            ...visibleTo
+        ])
+    ] : [], where('firstSeenAtMs', '>=', from), where('firstSeenAtMs', '<', to));
 }
 const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
 /**
@@ -111,8 +122,8 @@ const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.d
     const { range } = report;
     const firestore = useFirestore();
     const captured = useAggregateRead(()=>Promise.all([
-            countOf(leadsBetween(firestore, hostId, range.from, range.to)),
-            countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo))
+            countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),
+            countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo))
         ]).then(([current, previous])=>({
                 current,
                 previous
@@ -123,7 +134,7 @@ const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.d
     ], {
         cacheKey: reportCacheKey(report, `leads:counts:${hostId}`)
     });
-    const window = useWindowRead(()=>query(leadsBetween(firestore, hostId, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1)), LEAD_CEILING, [
+    const window = useWindowRead(()=>query(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1)), LEAD_CEILING, [
         firestore,
         hostId,
         range
@@ -142,17 +153,14 @@ const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.d
 }
 SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
 /**
- * THE CROSS-SITE FUNNEL (AGL-2634): every site of the organization, one
- * window each, totaled.
+ * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.
  *
- * The counts are one server aggregate per site per period, summed. The
- * windows are one bounded read per site — the site card's own query, the
- * same ceiling — merged newest-seen first and NOT cut again: the funnel
- * is a placement of leads by status, and cutting the merged list would
- * place a busy site's leads and drop a quiet site's. What the ceiling
- * bounds is the read per site, and the caption says so when any site had
- * more than its window. Held until the mount's site list has settled, so
- * a first round against a partial list is not answered and remembered.
+ * This totaled one aggregate and one window PER SITE, because the sites'
+ * lead collections were disjoint. They share one collection now, so a sum
+ * would count a lead that two brands in a consent group both hold once for
+ * each of them — and the merge that existed so a busy site could not crowd
+ * out a quiet one has nothing left to balance. One aggregate and one
+ * bounded read, unscoped, as an org-wide member's reads are.
  */ function OrgLeadFunnelCard(props) {
     var _ref, _ref1;
     const { report } = props;
@@ -163,36 +171,32 @@ SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
         mount
     ]);
     const key = (_ref = hostIds == null ? void 0 : hostIds.join('\n')) != null ? _ref : '';
-    const captured = useAggregateRead(()=>hostIds ? Promise.all(hostIds.map((hostId)=>Promise.all([
-                countOf(leadsBetween(firestore, hostId, range.from, range.to)),
-                countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo))
-            ]))).then((pairs)=>pairs.reduce((sum, [current, previous])=>({
-                    current: sum.current + current,
-                    previous: sum.previous + previous
-                }), {
-                current: 0,
-                previous: 0
-            })) : null, [
+    /*
+   * ONE READ, not one per site (AGL-3275). The sites share a collection now,
+   * so a lead two brands in a consent group both hold would be counted once
+   * for each of them — and the org's funnel would report more leads than the
+   * org has. `null` tokens is the org-wide read that carries no clause.
+   */ const captured = useAggregateRead(()=>Promise.all([
+            countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),
+            countOf(leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo))
+        ]).then(([current, previous])=>({
+                current,
+                previous
+            })), [
         firestore,
-        key,
+        report.scope,
         range
     ], {
-        cacheKey: reportCacheKey(report, `leads:counts:org:${key}`)
+        cacheKey: reportCacheKey(report, 'leads:counts:org')
     });
-    const merged = useAggregateRead(()=>hostIds ? Promise.all(hostIds.map((hostId)=>getDocs(query(leadsBetween(firestore, hostId, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1))).then((snapshot)=>ceilingedWindow(snapshot.docs.map((document)=>_extends({}, document.data(), {
-                        $id: `${hostId}/${document.id}`
-                    })), LEAD_CEILING)))).then((windows)=>({
-                rows: windows.flatMap((window)=>window.rows).sort((a, b)=>{
-                    var _b_firstSeenAtMs, _a_firstSeenAtMs;
-                    return Number((_b_firstSeenAtMs = b['firstSeenAtMs']) != null ? _b_firstSeenAtMs : 0) - Number((_a_firstSeenAtMs = a['firstSeenAtMs']) != null ? _a_firstSeenAtMs : 0);
-                }),
-                truncated: windows.some((window)=>window.truncated)
-            })) : null, [
+    const merged = useAggregateRead(()=>getDocs(query(leadsBetween(firestore, report.scope[1], null, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1))).then((snapshot)=>ceilingedWindow(snapshot.docs.map((document)=>_extends({}, document.data(), {
+                    $id: document.id
+                })), LEAD_CEILING)), [
         firestore,
-        key,
+        report.scope,
         range
     ], {
-        cacheKey: reportCacheKey(report, `leads:window:org:${key}`)
+        cacheKey: reportCacheKey(report, 'leads:window:org')
     });
     const window = useMemo(()=>{
         var _ref, _ref1;
@@ -213,8 +217,8 @@ SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
         subheader: `Every site (${sites.toLocaleString()})`,
         captured: captured,
         window: window,
-        caption: sampled ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` + ` across ${plural(sites, 'site')} — at most ${LEAD_CEILING.toLocaleString()} per site` + (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined,
-        errorText: 'Some site’s leads could not be read.'
+        caption: sampled ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` + ` — at most ${LEAD_CEILING.toLocaleString()}` + (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined,
+        errorText: 'The organization’s leads could not be read.'
     });
 }
 OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/** One site's leads first seen in a range — a single-field range, no composite index. */\nfunction leadsBetween(firestore: Firestore, hostId: string, from: number, to: number) {\n  return query(\n    collection(firestore, 'hosts', hostId, 'leads'),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, hostId, range.from, range.to)),\n        countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, hostId, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE CROSS-SITE FUNNEL (AGL-2634): every site of the organization, one\n * window each, totaled.\n *\n * The counts are one server aggregate per site per period, summed. The\n * windows are one bounded read per site — the site card's own query, the\n * same ceiling — merged newest-seen first and NOT cut again: the funnel\n * is a placement of leads by status, and cutting the merged list would\n * place a busy site's leads and drop a quiet site's. What the ceiling\n * bounds is the read per site, and the caption says so when any site had\n * more than its window. Held until the mount's site list has settled, so\n * a first round against a partial list is not answered and remembered.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n  const key = hostIds?.join('\\n') ?? ''\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      hostIds\n        ? Promise.all(\n            hostIds.map((hostId) =>\n              Promise.all([\n                countOf(leadsBetween(firestore, hostId, range.from, range.to)),\n                countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo)),\n              ]),\n            ),\n          ).then((pairs) =>\n            pairs.reduce(\n              (sum, [current, previous]) => ({\n                current: sum.current + current,\n                previous: sum.previous + previous,\n              }),\n              { current: 0, previous: 0 },\n            ),\n          )\n        : null,\n    [firestore, key, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:org:${key}`) },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      hostIds\n        ? Promise.all(\n            hostIds.map((hostId) =>\n              getDocs(\n                query(\n                  leadsBetween(firestore, hostId, range.from, range.to),\n                  orderBy('firstSeenAtMs', 'desc'),\n                  limit(LEAD_CEILING + 1),\n                ),\n              ).then((snapshot) =>\n                ceilingedWindow(\n                  snapshot.docs.map(\n                    (document) =>\n                      ({ ...document.data(), $id: `${hostId}/${document.id}` }) as unknown as LeadRow,\n                  ),\n                  LEAD_CEILING,\n                ),\n              ),\n            ),\n          ).then((windows) => ({\n            rows: windows\n              .flatMap((window) => window.rows)\n              .sort(\n                (a, b) =>\n                  Number(b['firstSeenAtMs'] ?? 0) - Number(a['firstSeenAtMs'] ?? 0),\n              ),\n            truncated: windows.some((window) => window.truncated),\n          }))\n        : null,\n    [firestore, key, range],\n    { cacheKey: reportCacheKey(report, `leads:window:org:${key}`) },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` across ${plural(sites, 'site')} — at most ${LEAD_CEILING.toLocaleString()} per site` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'Some site’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => Aglyn.leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={routes.section('leads')}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open leads'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No leads captured in this period.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Why leads were unqualified'}>\n          <ReportBreakdown\n            rows={reasons.map((reason) => ({\n              key: reason.key,\n              label: reason.label,\n              value: reason.count,\n              note: share(reason.count, funnel.byStatus.unqualified) ?? undefined,\n              color: 'warning.main',\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'\n            }\n          />\n          {moreReasons > 0 ? 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/**\n * The leads a scope may see, first seen in a range (AGL-3275).\n *\n * `visibleTo` is the site's tokens under a site, and `null` at the\n * organization level where an org-wide member reads without a clause. The\n * range stays a single-field one; with the scope clause it composes with the\n * `visibleTo` + `firstSeenAtMs` entry in `cloud/firebase-firestore.indexes.json`.\n */\nfunction leadsBetween(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n  from: number,\n  to: number,\n) {\n  return query(\n    collection(firestore, 'orgs', orgId, 'leads'),\n    ...(visibleTo ? [where('visibleTo', 'array-contains-any', [...visibleTo])] : []),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.\n *\n * This totaled one aggregate and one window PER SITE, because the sites'\n * lead collections were disjoint. They share one collection now, so a sum\n * would count a lead that two brands in a consent group both hold once for\n * each of them — and the merge that existed so a busy site could not crowd\n * out a quiet one has nothing left to balance. One aggregate and one\n * bounded read, unscoped, as an org-wide member's reads are.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n  const key = hostIds?.join('\\n') ?? ''\n\n  /*\n   * ONE READ, not one per site (AGL-3275). The sites share a collection now,\n   * so a lead two brands in a consent group both hold would be counted once\n   * for each of them — and the org's funnel would report more leads than the\n   * org has. `null` tokens is the org-wide read that carries no clause.\n   */\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:counts:org') },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      getDocs(\n        query(\n          leadsBetween(firestore, report.scope[1], null, range.from, range.to),\n          orderBy('firstSeenAtMs', 'desc'),\n          limit(LEAD_CEILING + 1),\n        ),\n      ).then((snapshot) =>\n        ceilingedWindow(\n          snapshot.docs.map(\n            (document) => ({ ...document.data(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` — at most ${LEAD_CEILING.toLocaleString()}` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'The organization’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => Aglyn.leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={routes.section('leads')}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open leads'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No leads captured in this period.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Why leads were unqualified'}>\n          <ReportBreakdown\n            rows={reasons.map((reason) => ({\n              key: reason.key,\n              label: reason.label,\n              value: reason.count,\n              note: share(reason.count, funnel.byStatus.unqualified) ?? undefined,\n              color: 'warning.main',\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'\n            }\n          />\n          {moreReasons > 0 ? 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package/src/lib/hooks/use-campaign-filing-log.d.ts

@@ -0,0 +1,29 @@
+import { type CrmActivityLink } from '@aglyn/aglyn';
+import { type CampaignFilingRef } from '../model/campaign-filing-activity';
+/** What one surface's save changed, by campaign, with the names it showed. */
+export interface CampaignFilingChange {
+    filed?: readonly CampaignFilingRef[];
+    removed?: readonly CampaignFilingRef[];
+}
+/**
+ * FILES A MEMBER'S FILING ON THE RECORD'S TIMELINE (AGL-3274), from the
+ * console.
+ *
+ * The lead's Campaigns card and the Leads list's bulk bar write the
+ * membership client-direct — a one-field update the rules already admit —
+ * so the entry that records it is written the same way, into the org's
+ * activity collection the log dialog writes, with the scope a record made
+ * on this site carries (`crmScopeTokens`), the signed-in member as author,
+ * and the CRM's own id as the filing plugin.
+ *
+ * Bookkeeping beside the act: the membership has landed by the time this
+ * runs, so a write that fails is logged and the filing stands — the card
+ * shows the campaigns from the document, not from the timeline.
+ */
+export declare function useCampaignFilingLog(input: {
+    orgId: string | null | undefined;
+    /** The site the entry carries as provenance: the lead's, or the contact's viewing site. */
+    hostId: string | null | undefined;
+    org: Record<string, unknown> | null | undefined;
+}): (link: CrmActivityLink, change: CampaignFilingChange) => Promise<void>;
+export default useCampaignFilingLog;

package/src/lib/hooks/use-campaign-filing-log.js

@@ -0,0 +1,91 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { CRM_COLLECTIONS, consentGroupForHost, createResourceUid, crmScopeTokens } from "@aglyn/aglyn";
+import { useFirestore, useUser, useUserName } from "@aglyn/tenant-feature-instance";
+import { collection, doc, setDoc } from "firebase/firestore";
+import { useCallback } from "react";
+import { buildCampaignFilingActivity } from "../model/campaign-filing-activity.js";
+/**
+ * FILES A MEMBER'S FILING ON THE RECORD'S TIMELINE (AGL-3274), from the
+ * console.
+ *
+ * The lead's Campaigns card and the Leads list's bulk bar write the
+ * membership client-direct — a one-field update the rules already admit —
+ * so the entry that records it is written the same way, into the org's
+ * activity collection the log dialog writes, with the scope a record made
+ * on this site carries (`crmScopeTokens`), the signed-in member as author,
+ * and the CRM's own id as the filing plugin.
+ *
+ * Bookkeeping beside the act: the membership has landed by the time this
+ * runs, so a write that fails is logged and the filing stands — the card
+ * shows the campaigns from the document, not from the timeline.
+ */ export function useCampaignFilingLog(input) {
+    const { orgId, hostId, org } = input;
+    const firestore = useFirestore();
+    const { data: user } = useUser();
+    const authorName = useUserName();
+    const uid = user == null ? void 0 : user.uid;
+    return useCallback(async (link, change)=>{
+        var _change_filed, _change_removed;
+        if (!orgId || !hostId || !uid) return;
+        const entries = [
+            ...((_change_filed = change.filed) != null ? _change_filed : []).map((campaign)=>({
+                    action: 'filed',
+                    campaign
+                })),
+            ...((_change_removed = change.removed) != null ? _change_removed : []).map((campaign)=>({
+                    action: 'removed',
+                    campaign
+                }))
+        ];
+        if (!entries.length) return;
+        const visibleTo = crmScopeTokens(org, consentGroupForHost(org, hostId));
+        const atMs = Date.now();
+        const activities = collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.activities);
+        for (const entry of entries){
+            try {
+                // Named by the platform's own id, as every console resource is.
+                await setDoc(doc(activities, createResourceUid()), _extends({}, buildCampaignFilingActivity({
+                    action: entry.action,
+                    campaign: entry.campaign,
+                    link,
+                    hostId,
+                    visibleTo,
+                    atMs,
+                    byUid: uid,
+                    byName: authorName || null
+                }), {
+                    createdAt: new Date(),
+                    updatedAt: new Date()
+                }));
+            } catch (error) {
+                console.error('[crm] the filing could not be written on the timeline', error);
+            }
+        }
+    }, [
+        firestore,
+        orgId,
+        hostId,
+        org,
+        uid,
+        authorName
+    ]);
+}
+export default useCampaignFilingLog;
+
+//# sourceMappingURL=use-campaign-filing-log.js.map

package/src/lib/hooks/use-campaign-filing-log.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-campaign-filing-log.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  consentGroupForHost,\n  createResourceUid,\n  crmScopeTokens,\n  type CrmActivityLink,\n} from '@aglyn/aglyn'\nimport { useFirestore, useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport { collection, doc, setDoc } from 'firebase/firestore'\nimport { useCallback } from 'react'\nimport {\n  buildCampaignFilingActivity,\n  type CampaignFilingRef,\n} from '../model/campaign-filing-activity'\n\n/** What one surface's save changed, by campaign, with the names it showed. */\nexport interface CampaignFilingChange {\n  filed?: readonly CampaignFilingRef[]\n  removed?: readonly CampaignFilingRef[]\n}\n\n/**\n * FILES A MEMBER'S FILING ON THE RECORD'S TIMELINE (AGL-3274), from the\n * console.\n *\n * The lead's Campaigns card and the Leads list's bulk bar write the\n * membership client-direct — a one-field update the rules already admit —\n * so the entry that records it is written the same way, into the org's\n * activity collection the log dialog writes, with the scope a record made\n * on this site carries (`crmScopeTokens`), the signed-in member as author,\n * and the CRM's own id as the filing plugin.\n *\n * Bookkeeping beside the act: the membership has landed by the time this\n * runs, so a write that fails is logged and the filing stands — the card\n * shows the campaigns from the document, not from the timeline.\n */\nexport function useCampaignFilingLog(input: {\n  orgId: string | null | undefined\n  /** The site the entry carries as provenance: the lead's, or the contact's viewing site. */\n  hostId: string | null | undefined\n  org: Record<string, unknown> | null | undefined\n}) {\n  const { orgId, hostId, org } = input\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const uid = user?.uid\n\n  return useCallback(\n    async (link: CrmActivityLink, change: CampaignFilingChange): Promise<void> => {\n      if (!orgId || !hostId || !uid) return\n      const entries = [\n        ...(change.filed ?? []).map((campaign) => ({ action: 'filed' as const, campaign })),\n        ...(change.removed ?? []).map((campaign) => ({ action: 'removed' as const, campaign })),\n      ]\n      if (!entries.length) return\n      const visibleTo = crmScopeTokens(org, consentGroupForHost(org, hostId))\n      const atMs = Date.now()\n      const activities = collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.activities)\n      for (const entry of entries) {\n        try {\n          // Named by the platform's own id, as every console resource is.\n          await setDoc(doc(activities, createResourceUid()), {\n            ...buildCampaignFilingActivity({\n              action: entry.action,\n              campaign: entry.campaign,\n              link,\n              hostId,\n              visibleTo,\n              atMs,\n              byUid: uid,\n              byName: authorName || null,\n            }),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          })\n        } catch (error) {\n          console.error('[crm] the filing could not be written on the timeline', error)\n        }\n      }\n    },\n    [firestore, orgId, hostId, org, uid, authorName],\n  )\n}\n\nexport default useCampaignFilingLog\n"],"names":["CRM_COLLECTIONS","consentGroupForHost","createResourceUid","crmScopeTokens","useFirestore","useUser","useUserName","collection","doc","setDoc","useCallback","buildCampaignFilingActivity","useCampaignFilingLog","input","orgId","hostId","org","firestore","data","user","authorName","uid","link","change","entries","filed","map","campaign","action","removed","length","visibleTo","atMs","Date","now","activities","entry","byUid","byName","createdAt","updatedAt","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,EACfC,mBAAmB,EACnBC,iBAAiB,EACjBC,cAAc,QAET,eAAc;AACrB,SAASC,YAAY,EAAEC,OAAO,EAAEC,WAAW,QAAQ,iCAAgC;AACnF,SAASC,UAAU,EAAEC,GAAG,EAAEC,MAAM,QAAQ,qBAAoB;AAC5D,SAASC,WAAW,QAAQ,QAAO;AACnC,SACEC,2BAA2B,QAEtB,uCAAmC;AAQ1C;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,qBAAqBC,KAKpC;IACC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGH;IAC/B,MAAMI,YAAYb;IAClB,MAAM,EAAEc,MAAMC,IAAI,EAAE,GAAGd;IACvB,MAAMe,aAAad;IACnB,MAAMe,MAAMF,wBAAAA,KAAME,GAAG;IAErB,OAAOX,YACL,OAAOY,MAAuBC;YAGtBA,eACAA;QAHN,IAAI,CAACT,SAAS,CAACC,UAAU,CAACM,KAAK;QAC/B,MAAMG,UAAU;eACX,EAACD,gBAAAA,OAAOE,KAAK,YAAZF,gBAAgB,EAAE,EAAEG,GAAG,CAAC,CAACC,WAAc,CAAA;oBAAEC,QAAQ;oBAAkBD;gBAAS,CAAA;eAC7E,EAACJ,kBAAAA,OAAOM,OAAO,YAAdN,kBAAkB,EAAE,EAAEG,GAAG,CAAC,CAACC,WAAc,CAAA;oBAAEC,QAAQ;oBAAoBD;gBAAS,CAAA;SACrF;QACD,IAAI,CAACH,QAAQM,MAAM,EAAE;QACrB,MAAMC,YAAY5B,eAAea,KAAKf,oBAAoBe,KAAKD;QAC/D,MAAMiB,OAAOC,KAAKC,GAAG;QACrB,MAAMC,aAAa5B,WAAWU,WAAW,QAAQH,OAAOd,gBAAgBmC,UAAU;QAClF,KAAK,MAAMC,SAASZ,QAAS;YAC3B,IAAI;gBACF,gEAAgE;gBAChE,MAAMf,OAAOD,IAAI2B,YAAYjC,sBAAsB,aAC9CS,4BAA4B;oBAC7BiB,QAAQQ,MAAMR,MAAM;oBACpBD,UAAUS,MAAMT,QAAQ;oBACxBL;oBACAP;oBACAgB;oBACAC;oBACAK,OAAOhB;oBACPiB,QAAQlB,cAAc;gBACxB;oBACAmB,WAAW,IAAIN;oBACfO,WAAW,IAAIP;;YAEnB,EAAE,OAAOQ,OAAO;gBACdC,QAAQD,KAAK,CAAC,yDAAyDA;YACzE;QACF;IACF,GACA;QAACxB;QAAWH;QAAOC;QAAQC;QAAKK;QAAKD;KAAW;AAEpD;AAEA,eAAeR,qBAAoB"}