@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.201

package/src/lib/components/recent-activity-feed.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recent-activity-feed.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 type { CrmActivityRow } from '@aglyn/aglyn'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { Stack, Typography } from '@mui/material'\nimport { useCallback, useMemo } from 'react'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityList } from './activity-list'\nimport {\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\n\n/** How the record an activity is about reads in the feed. */\nconst RECORD_LABELS = {\n  contact: 'Contact',\n  deal: 'Deal',\n  company: 'Company',\n  lead: 'Lead',\n} as const\n\n/** The feed's default depth — a glance, not a log. */\nexport const RECENT_ACTIVITY_LIMIT = 10\n\n/** The empty link: nothing to render, the query returns nothing. */\nconst NO_RECORD = Object.freeze({})\n\nexport interface RecentActivityFeedProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n  /** The newest this many, across every record. */\n  limit?: number\n  /**\n   * The hub's mount path, for the link each row carries to its record. The\n   * shell supplies it on every hub page; a mount without one draws the\n   * record's label with no link rather than a link into nowhere.\n   */\n  basePath?: string\n}\n\n/**\n * The newest logged activity across the CRM (AGL-2600): the last few calls,\n * emails, meetings and notes anyone on the team filed against any record,\n * each linking to the record it is about.\n *\n * What the contacts landing shows under its list, so that opening the CRM\n * answers \"what has the team been doing\" before anybody opens a record. One\n * bounded listener on `(visibleTo, atMs DESC)` — the index that exists for\n * exactly this query — filtered to what this reader may see, the same\n * predicate the rules evaluate. Bounded to `limit` and no further: a feed\n * is a glance, and the record's own page is where the whole log lives.\n *\n * A row links to its CONTACT when it has one, else its deal, else its\n * company — `crmActivityRecordLink`'s precedence — through `crmRoutes`, so\n * the address it builds is the one the hub resolves. Nothing is looked up\n * to name the record: a name per row would be a document read per row of a\n * feed drawn on every visit to the list, and the record's page names itself.\n */\nexport function RecentActivityFeed(props: RecentActivityFeedProps) {\n  const { hostId, org, limit = RECENT_ACTIVITY_LIMIT, basePath } = props\n  const scope = useActivityScope(hostId, org)\n  const activities = useActivityWindow(scope, NO_RECORD, limit)\n  const routes = useMemo(\n    () => (basePath ? crmRoutes(basePath) : null),\n    [basePath],\n  )\n  const subjectFor = useCallback(\n    (activity: CrmActivityRow) => {\n      const target = Aglyn.crmActivityRecordLink(activity)\n      if (!target) return null\n      const label = RECORD_LABELS[target.record]\n      const href = routes ? routes[target.record](target.id) : null\n      return href ? (\n        <Typography variant=\"caption\">\n          <AppLink href={href}>{label}</AppLink>\n        </Typography>\n      ) : (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {label}\n        </Typography>\n      )\n    },\n    [routes],\n  )\n\n  // Nothing to show and nothing to say: a landing with no activity yet\n  // should not carry an empty heading for a feature the reader has not\n  // used, and the record pages are where the \"log one\" affordance lives.\n  if (activities.status !== 'error' && !activities.rows.length) return null\n\n  return (\n    <Stack spacing={1.5}>\n      <Typography variant=\"subtitle2\">{'Recent activity'}</Typography>\n      {activities.status === 'error' ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {'Recent activity could not be loaded.'}\n        </Typography>\n      ) : (\n        <ActivityList\n          rows={activities.rows}\n          scope={scope}\n          subjectFor={subjectFor}\n          readOnly\n        />\n      )}\n    </Stack>\n  )\n}\nRecentActivityFeed.displayName = 'RecentActivityFeed'\n\nexport default RecentActivityFeed\n"],"names":["Aglyn","AppLink","Stack","Typography","useCallback","useMemo","crmRoutes","ActivityList","useActivityScope","useActivityWindow","RECORD_LABELS","contact","deal","company","lead","RECENT_ACTIVITY_LIMIT","NO_RECORD","Object","freeze","RecentActivityFeed","props","hostId","org","limit","basePath","scope","activities","routes","subjectFor","activity","target","crmActivityRecordLink","label","record","href","id","variant","color","status","rows","length","spacing","readOnly","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AAErC,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,WAAW,EAAEC,OAAO,QAAQ,QAAO;AAC5C,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAEEC,gBAAgB,EAChBC,iBAAiB,QACZ,wBAAoB;AAE3B,2DAA2D,GAC3D,MAAMC,gBAAgB;IACpBC,SAAS;IACTC,MAAM;IACNC,SAAS;IACTC,MAAM;AACR;AAEA,oDAAoD,GACpD,OAAO,MAAMC,wBAAwB,GAAE;AAEvC,kEAAkE,GAClE,MAAMC,YAAYC,OAAOC,MAAM,CAAC,CAAC;AAgBjC;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQR,qBAAqB,EAAES,QAAQ,EAAE,GAAGJ;IACjE,MAAMK,QAAQjB,iBAAiBa,QAAQC;IACvC,MAAMI,aAAajB,kBAAkBgB,OAAOT,WAAWO;IACvD,MAAMI,SAAStB,QACb,IAAOmB,WAAWlB,UAAUkB,YAAY,MACxC;QAACA;KAAS;IAEZ,MAAMI,aAAaxB,YACjB,CAACyB;QACC,MAAMC,SAAS9B,MAAM+B,qBAAqB,CAACF;QAC3C,IAAI,CAACC,QAAQ,OAAO;QACpB,MAAME,QAAQtB,aAAa,CAACoB,OAAOG,MAAM,CAAC;QAC1C,MAAMC,OAAOP,SAASA,MAAM,CAACG,OAAOG,MAAM,CAAC,CAACH,OAAOK,EAAE,IAAI;QACzD,OAAOD,qBACL,KAAC/B;YAAWiC,SAAQ;sBAClB,cAAA,KAACnC;gBAAQiC,MAAMA;0BAAOF;;2BAGxB,KAAC7B;YAAWiC,SAAQ;YAAUC,OAAM;sBACjCL;;IAGP,GACA;QAACL;KAAO;IAGV,qEAAqE;IACrE,qEAAqE;IACrE,uEAAuE;IACvE,IAAID,WAAWY,MAAM,KAAK,WAAW,CAACZ,WAAWa,IAAI,CAACC,MAAM,EAAE,OAAO;IAErE,qBACE,MAACtC;QAAMuC,SAAS;;0BACd,KAACtC;gBAAWiC,SAAQ;0BAAa;;YAChCV,WAAWY,MAAM,KAAK,wBACrB,KAACnC;gBAAWiC,SAAQ;gBAAQC,OAAM;0BAC/B;+BAGH,KAAC9B;gBACCgC,MAAMb,WAAWa,IAAI;gBACrBd,OAAOA;gBACPG,YAAYA;gBACZc,QAAQ;;;;AAKlB;AACAvB,mBAAmBwB,WAAW,GAAG;AAEjC,eAAexB,mBAAkB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recent-activity-feed.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 type { CrmActivityRow } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Typography } from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityList } from './activity-list'\nimport {\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\nimport { TimelineExpandAllButton, useTimelineExpansion } from './activity-timeline'\n\n/** How the record an activity is about reads in the feed. */\nconst RECORD_LABELS = {\n  contact: 'Contact',\n  deal: 'Deal',\n  company: 'Company',\n  lead: 'Lead',\n} as const\n\n/** One page of the feed, and the step its listener widens by — a glance, not a log. */\nexport const RECENT_ACTIVITY_LIMIT = 10\n\n/** The empty link: nothing to render, the query returns nothing. */\nconst NO_RECORD = Object.freeze({})\n\nexport interface RecentActivityFeedProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n  /** A page of the feed, and how far its listener widens when a page is turned past it. */\n  limit?: number\n  /**\n   * The hub's mount path, for the link each row carries to its record. The\n   * shell supplies it on every hub page; a mount without one draws the\n   * record's label with no link rather than a link into nowhere.\n   */\n  basePath?: string\n}\n\n/**\n * The newest logged activity across the CRM (AGL-2600): the last few calls,\n * emails, meetings and notes anyone on the team filed against any record,\n * each linking to the record it is about.\n *\n * The contacts landing shows it as a card of its own under the list card,\n * so that opening the CRM answers \"what has the team been doing\" before\n * anybody opens a record, without the list running on into it. One bounded\n * listener on `(visibleTo, atMs DESC)` — the index that exists for exactly\n * this query — filtered to what this reader may see, the same predicate the\n * rules evaluate. It reads one page, `limit`, and widens by a page only\n * when the reader turns to the next one.\n *\n * Every row is collapsed to its kind, its heading, who and when, and opens\n * in place to the body; **Expand all** in the card header opens them all.\n *\n * A row links to its CONTACT when it has one, else its deal, else its\n * company — `crmActivityRecordLink`'s precedence — through `crmRoutes`, so\n * the address it builds is the one the hub resolves. Nothing is looked up\n * to name the record: a name per row would be a document read per row of a\n * feed drawn on every visit to the list, and the record's page names itself.\n */\nexport function RecentActivityFeed(props: RecentActivityFeedProps) {\n  const { hostId, org, limit = RECENT_ACTIVITY_LIMIT, basePath } = props\n  const scope = useActivityScope(hostId, org)\n  const activities = useActivityWindow(scope, NO_RECORD, limit)\n  const expansion = useTimelineExpansion()\n  /*\n   * Whether the feed has ever had a row. A page turned past the window\n   * re-reads it, and the listener holds nothing while it does; the card has\n   * to stay through that rather than vanish with its page.\n   */\n  const [seen, setSeen] = useState(false)\n  useEffect(() => {\n    if (activities.rows.length) setSeen(true)\n  }, [activities.rows.length])\n  const routes = useMemo(\n    () => (basePath ? crmRoutes(basePath) : null),\n    [basePath],\n  )\n  const subjectFor = useCallback(\n    (activity: CrmActivityRow) => {\n      const target = Aglyn.crmActivityRecordLink(activity)\n      if (!target) return null\n      const label = RECORD_LABELS[target.record]\n      const href = routes ? routes[target.record](target.id) : null\n      return href ? (\n        <Typography variant=\"caption\">\n          <AppLink href={href}>{label}</AppLink>\n        </Typography>\n      ) : (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {label}\n        </Typography>\n      )\n    },\n    [routes],\n  )\n\n  // Nothing to show and nothing to say: a landing with no activity yet\n  // should not carry an empty heading for a feature the reader has not\n  // used, and the record pages are where the \"log one\" affordance lives.\n  if (activities.status !== 'error' && !activities.rows.length && !seen) return null\n\n  return (\n    <CardDisplay\n      header={'Recent activity'}\n      help={Aglyn.pluginDocsHelp('contactActivities', { anchor: '#the-recent-activity-feed' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <TimelineExpandAllButton\n            expansion={expansion}\n            disabled={!activities.rows.length}\n          />\n        ),\n      }}\n    >\n      {activities.status === 'error' ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {'Recent activity could not be loaded.'}\n        </Typography>\n      ) : (\n        <ActivityList\n          rows={activities.rows}\n          scope={scope}\n          subjectFor={subjectFor}\n          readOnly\n          hasMore={activities.hasMore}\n          onShowMore={activities.showMore}\n          loading={activities.status === 'loading'}\n          expansion={expansion}\n        />\n      )}\n    </CardDisplay>\n  )\n}\nRecentActivityFeed.displayName = 'RecentActivityFeed'\n\nexport default RecentActivityFeed\n"],"names":["Aglyn","AppLink","CardDisplay","Typography","useCallback","useEffect","useMemo","useState","crmRoutes","ActivityList","useActivityScope","useActivityWindow","TimelineExpandAllButton","useTimelineExpansion","RECORD_LABELS","contact","deal","company","lead","RECENT_ACTIVITY_LIMIT","NO_RECORD","Object","freeze","RecentActivityFeed","props","hostId","org","limit","basePath","scope","activities","expansion","seen","setSeen","rows","length","routes","subjectFor","activity","target","crmActivityRecordLink","label","record","href","id","variant","color","status","header","help","pluginDocsHelp","anchor","contentGutterX","contentGutterY","HeaderProps","action","disabled","readOnly","hasMore","onShowMore","showMore","loading","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AAErC,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,UAAU,QAAQ,gBAAe;AAC1C,SAASC,WAAW,EAAEC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACjE,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAEEC,gBAAgB,EAChBC,iBAAiB,QACZ,wBAAoB;AAC3B,SAASC,uBAAuB,EAAEC,oBAAoB,QAAQ,yBAAqB;AAEnF,2DAA2D,GAC3D,MAAMC,gBAAgB;IACpBC,SAAS;IACTC,MAAM;IACNC,SAAS;IACTC,MAAM;AACR;AAEA,qFAAqF,GACrF,OAAO,MAAMC,wBAAwB,GAAE;AAEvC,kEAAkE,GAClE,MAAMC,YAAYC,OAAOC,MAAM,CAAC,CAAC;AAgBjC;;;;;;;;;;;;;;;;;;;;;CAqBC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQR,qBAAqB,EAAES,QAAQ,EAAE,GAAGJ;IACjE,MAAMK,QAAQnB,iBAAiBe,QAAQC;IACvC,MAAMI,aAAanB,kBAAkBkB,OAAOT,WAAWO;IACvD,MAAMI,YAAYlB;IAClB;;;;GAIC,GACD,MAAM,CAACmB,MAAMC,QAAQ,GAAG1B,SAAS;IACjCF,UAAU;QACR,IAAIyB,WAAWI,IAAI,CAACC,MAAM,EAAEF,QAAQ;IACtC,GAAG;QAACH,WAAWI,IAAI,CAACC,MAAM;KAAC;IAC3B,MAAMC,SAAS9B,QACb,IAAOsB,WAAWpB,UAAUoB,YAAY,MACxC;QAACA;KAAS;IAEZ,MAAMS,aAAajC,YACjB,CAACkC;QACC,MAAMC,SAASvC,MAAMwC,qBAAqB,CAACF;QAC3C,IAAI,CAACC,QAAQ,OAAO;QACpB,MAAME,QAAQ3B,aAAa,CAACyB,OAAOG,MAAM,CAAC;QAC1C,MAAMC,OAAOP,SAASA,MAAM,CAACG,OAAOG,MAAM,CAAC,CAACH,OAAOK,EAAE,IAAI;QACzD,OAAOD,qBACL,KAACxC;YAAW0C,SAAQ;sBAClB,cAAA,KAAC5C;gBAAQ0C,MAAMA;0BAAOF;;2BAGxB,KAACtC;YAAW0C,SAAQ;YAAUC,OAAM;sBACjCL;;IAGP,GACA;QAACL;KAAO;IAGV,qEAAqE;IACrE,qEAAqE;IACrE,uEAAuE;IACvE,IAAIN,WAAWiB,MAAM,KAAK,WAAW,CAACjB,WAAWI,IAAI,CAACC,MAAM,IAAI,CAACH,MAAM,OAAO;IAE9E,qBACE,KAAC9B;QACC8C,QAAQ;QACRC,MAAMjD,MAAMkD,cAAc,CAAC,qBAAqB;YAAEC,QAAQ;QAA4B;QACtFC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAAC3C;gBACCmB,WAAWA;gBACXyB,UAAU,CAAC1B,WAAWI,IAAI,CAACC,MAAM;;QAGvC;kBAECL,WAAWiB,MAAM,KAAK,wBACrB,KAAC5C;YAAW0C,SAAQ;YAAQC,OAAM;sBAC/B;2BAGH,KAACrC;YACCyB,MAAMJ,WAAWI,IAAI;YACrBL,OAAOA;YACPQ,YAAYA;YACZoB,QAAQ;YACRC,SAAS5B,WAAW4B,OAAO;YAC3BC,YAAY7B,WAAW8B,QAAQ;YAC/BC,SAAS/B,WAAWiB,MAAM,KAAK;YAC/BhB,WAAWA;;;AAKrB;AACAR,mBAAmBuC,WAAW,GAAG;AAEjC,eAAevC,mBAAkB"}

package/src/lib/components/record-activity-card.d.ts

@@ -9,8 +9,10 @@ export type RecordActivityCardProps = ActivityRecordLink & {
  * (AGL-2615) — with the button that adds to it (AGL-2600).
  *
  * One card for all four record pages, because the log is the same thing on
- * each of them: what people did about this record, newest first, bounded to
- * a page of a hundred with a foot that asks for the next hundred. Which
+ * each of them: what people did about this record, newest first, one
+ * collapsed entry each and paged by the console's footer over a listener
+ * bounded to a hundred, which a page turned past it widens by the next
+ * hundred. **Log activity** and **Expand all** sit in the card header. Which
  * record is decided by whichever of the four ids the page passes, and that
  * id is what the dialog files a new activity against — the page fixes it,
  * the reader does not pick it.

package/src/lib/components/record-activity-card.js

@@ -17,18 +17,21 @@
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { pluginDocsHelp } from "@aglyn/aglyn";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
-import { Button, Typography } from "@mui/material";
+import { Button, Stack, Typography } from "@mui/material";
 import { useCallback, useMemo, useState } from "react";
 import { ActivityList } from "./activity-list.js";
 import { useActivityScope, useActivityWindow } from "./activity-queries.js";
+import { TimelineExpandAllButton, useTimelineExpansion } from "./activity-timeline.js";
 import { LogActivityDialog } from "./log-activity-dialog.js";
 /**
  * The activity log of one record — a contact, a company, a deal or a lead
  * (AGL-2615) — with the button that adds to it (AGL-2600).
  *
  * One card for all four record pages, because the log is the same thing on
- * each of them: what people did about this record, newest first, bounded to
- * a page of a hundred with a foot that asks for the next hundred. Which
+ * each of them: what people did about this record, newest first, one
+ * collapsed entry each and paged by the console's footer over a listener
+ * bounded to a hundred, which a page turned past it widens by the next
+ * hundred. **Log activity** and **Expand all** sit in the card header. Which
  * record is decided by whichever of the four ids the page passes, and that
  * id is what the dialog files a new activity against — the page fixes it,
  * the reader does not pick it.
@@ -56,6 +59,7 @@ import { LogActivityDialog } from "./log-activity-dialog.js";
         leadId
     ]);
     const activities = useActivityWindow(scope, link);
+    const expansion = useTimelineExpansion();
     const [dialogOpen, setDialogOpen] = useState(false);
     const [editing, setEditing] = useState(null);
     const openNew = useCallback(()=>{
@@ -74,14 +78,26 @@ import { LogActivityDialog } from "./log-activity-dialog.js";
                 help: pluginDocsHelp('contactActivities', {
                     anchor: '#logging-an-activity'
                 }),
-                actions: /*#__PURE__*/ _jsx(Button, {
-                    size: "small",
-                    variant: "contained",
-                    color: "primary",
-                    onClick: openNew,
-                    disabled: !activities.ready,
-                    children: 'Log activity'
-                }),
+                HeaderProps: {
+                    action: /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        children: [
+                            /*#__PURE__*/ _jsx(TimelineExpandAllButton, {
+                                expansion: expansion,
+                                disabled: !activities.rows.length
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                variant: "contained",
+                                color: "primary",
+                                onClick: openNew,
+                                disabled: !activities.ready,
+                                children: 'Log activity'
+                            })
+                        ]
+                    })
+                },
                 contentGutterX: true,
                 contentGutterY: true,
                 children: activities.status === 'error' ? /*#__PURE__*/ _jsx(Typography, {
@@ -94,6 +110,8 @@ import { LogActivityDialog } from "./log-activity-dialog.js";
                     onEdit: openEdit,
                     hasMore: activities.hasMore,
                     onShowMore: activities.showMore,
+                    loading: activities.status === 'loading',
+                    expansion: expansion,
                     emptyText: "A call, an email, a meeting or a note about this record goes here.",
                     emptyAction: /*#__PURE__*/ _jsx(Button, {
                         size: "small",

package/src/lib/components/record-activity-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/record-activity-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 type { CrmActivityRow } from '@aglyn/aglyn'\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Typography } from '@mui/material'\nimport { useCallback, useMemo, useState } from 'react'\nimport { ActivityList } from './activity-list'\nimport {\n  type ActivityRecordLink,\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\nimport { LogActivityDialog } from './log-activity-dialog'\n\nexport type RecordActivityCardProps = ActivityRecordLink & {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n}\n\n/**\n * The activity log of one record — a contact, a company, a deal or a lead\n * (AGL-2615) — with the button that adds to it (AGL-2600).\n *\n * One card for all four record pages, because the log is the same thing on\n * each of them: what people did about this record, newest first, bounded to\n * a page of a hundred with a foot that asks for the next hundred. Which\n * record is decided by whichever of the four ids the page passes, and that\n * id is what the dialog files a new activity against — the page fixes it,\n * the reader does not pick it.\n *\n * The contact's page does NOT use this card. A person has a second history\n * the platform captured on the row itself, and the two belong in one\n * stream; see `contact-timeline-card.tsx`, which is this card's superset.\n */\nexport function RecordActivityCard(props: RecordActivityCardProps) {\n  const { hostId, org, contactId, companyId, dealId, leadId } = props\n  const scope = useActivityScope(hostId, org)\n  /*\n   * Memoized because the link is a listener dependency by value inside\n   * `useActivityWindow` and the dialog's prop by reference: a fresh object\n   * each render would be harmless to the query, which reads the ids, and\n   * noisy for anything that compares the object.\n   */\n  const link = useMemo<ActivityRecordLink>(\n    () => ({ contactId, companyId, dealId, leadId }),\n    [contactId, companyId, dealId, leadId],\n  )\n  const activities = useActivityWindow(scope, link)\n  const [dialogOpen, setDialogOpen] = useState(false)\n  const [editing, setEditing] = useState<CrmActivityRow | null>(null)\n  const openNew = useCallback(() => {\n    setEditing(null)\n    setDialogOpen(true)\n  }, [])\n  const openEdit = useCallback((activity: CrmActivityRow) => {\n    setEditing(activity)\n    setDialogOpen(true)\n  }, [])\n  const close = useCallback(() => setDialogOpen(false), [])\n\n  return (\n    <>\n      <CardDisplay\n        header={'Activity'}\n        help={pluginDocsHelp('contactActivities', { anchor: '#logging-an-activity' })}\n        actions={\n          <Button\n            size=\"small\"\n            variant=\"contained\"\n            color=\"primary\"\n            onClick={openNew}\n            disabled={!activities.ready}\n          >\n            {'Log activity'}\n          </Button>\n        }\n        contentGutterX\n        contentGutterY\n      >\n        {activities.status === 'error' ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {'The activity log could not be loaded.'}\n          </Typography>\n        ) : (\n          <ActivityList\n            rows={activities.rows}\n            scope={scope}\n            onEdit={openEdit}\n            hasMore={activities.hasMore}\n            onShowMore={activities.showMore}\n            emptyText=\"A call, an email, a meeting or a note about this record goes here.\"\n            emptyAction={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={openNew}\n                disabled={!activities.ready}\n              >\n                {'Log activity'}\n              </Button>\n            }\n          />\n        )}\n      </CardDisplay>\n      <LogActivityDialog\n        open={dialogOpen}\n        onClose={close}\n        scope={scope}\n        link={link}\n        activity={editing}\n      />\n    </>\n  )\n}\nRecordActivityCard.displayName = 'RecordActivityCard'\n\nexport default RecordActivityCard\n"],"names":["pluginDocsHelp","CardDisplay","Button","Typography","useCallback","useMemo","useState","ActivityList","useActivityScope","useActivityWindow","LogActivityDialog","RecordActivityCard","props","hostId","org","contactId","companyId","dealId","leadId","scope","link","activities","dialogOpen","setDialogOpen","editing","setEditing","openNew","openEdit","activity","close","header","help","anchor","actions","size","variant","color","onClick","disabled","ready","contentGutterX","contentGutterY","status","rows","onEdit","hasMore","onShowMore","showMore","emptyText","emptyAction","open","onClose","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,MAAM,EAAEC,UAAU,QAAQ,gBAAe;AAClD,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAGEC,gBAAgB,EAChBC,iBAAiB,QACZ,wBAAoB;AAC3B,SAASC,iBAAiB,QAAQ,2BAAuB;AAQzD;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,SAAS,EAAEC,SAAS,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGN;IAC9D,MAAMO,QAAQX,iBAAiBK,QAAQC;IACvC;;;;;GAKC,GACD,MAAMM,OAAOf,QACX,IAAO,CAAA;YAAEU;YAAWC;YAAWC;YAAQC;QAAO,CAAA,GAC9C;QAACH;QAAWC;QAAWC;QAAQC;KAAO;IAExC,MAAMG,aAAaZ,kBAAkBU,OAAOC;IAC5C,MAAM,CAACE,YAAYC,cAAc,GAAGjB,SAAS;IAC7C,MAAM,CAACkB,SAASC,WAAW,GAAGnB,SAAgC;IAC9D,MAAMoB,UAAUtB,YAAY;QAC1BqB,WAAW;QACXF,cAAc;IAChB,GAAG,EAAE;IACL,MAAMI,WAAWvB,YAAY,CAACwB;QAC5BH,WAAWG;QACXL,cAAc;IAChB,GAAG,EAAE;IACL,MAAMM,QAAQzB,YAAY,IAAMmB,cAAc,QAAQ,EAAE;IAExD,qBACE;;0BACE,KAACtB;gBACC6B,QAAQ;gBACRC,MAAM/B,eAAe,qBAAqB;oBAAEgC,QAAQ;gBAAuB;gBAC3EC,uBACE,KAAC/B;oBACCgC,MAAK;oBACLC,SAAQ;oBACRC,OAAM;oBACNC,SAASX;oBACTY,UAAU,CAACjB,WAAWkB,KAAK;8BAE1B;;gBAGLC,cAAc;gBACdC,cAAc;0BAEbpB,WAAWqB,MAAM,KAAK,wBACrB,KAACvC;oBAAWgC,SAAQ;oBAAQC,OAAM;8BAC/B;mCAGH,KAAC7B;oBACCoC,MAAMtB,WAAWsB,IAAI;oBACrBxB,OAAOA;oBACPyB,QAAQjB;oBACRkB,SAASxB,WAAWwB,OAAO;oBAC3BC,YAAYzB,WAAW0B,QAAQ;oBAC/BC,WAAU;oBACVC,2BACE,KAAC/C;wBACCgC,MAAK;wBACLC,SAAQ;wBACRC,OAAM;wBACNC,SAASX;wBACTY,UAAU,CAACjB,WAAWkB,KAAK;kCAE1B;;;;0BAMX,KAAC7B;gBACCwC,MAAM5B;gBACN6B,SAAStB;gBACTV,OAAOA;gBACPC,MAAMA;gBACNQ,UAAUJ;;;;AAIlB;AACAb,mBAAmByC,WAAW,GAAG;AAEjC,eAAezC,mBAAkB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/record-activity-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 type { CrmActivityRow } from '@aglyn/aglyn'\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { useCallback, useMemo, useState } from 'react'\nimport { ActivityList } from './activity-list'\nimport {\n  type ActivityRecordLink,\n  type CrmOrg,\n  useActivityScope,\n  useActivityWindow,\n} from './activity-queries'\nimport { TimelineExpandAllButton, useTimelineExpansion } from './activity-timeline'\nimport { LogActivityDialog } from './log-activity-dialog'\n\nexport type RecordActivityCardProps = ActivityRecordLink & {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrg\n}\n\n/**\n * The activity log of one record — a contact, a company, a deal or a lead\n * (AGL-2615) — with the button that adds to it (AGL-2600).\n *\n * One card for all four record pages, because the log is the same thing on\n * each of them: what people did about this record, newest first, one\n * collapsed entry each and paged by the console's footer over a listener\n * bounded to a hundred, which a page turned past it widens by the next\n * hundred. **Log activity** and **Expand all** sit in the card header. Which\n * record is decided by whichever of the four ids the page passes, and that\n * id is what the dialog files a new activity against — the page fixes it,\n * the reader does not pick it.\n *\n * The contact's page does NOT use this card. A person has a second history\n * the platform captured on the row itself, and the two belong in one\n * stream; see `contact-timeline-card.tsx`, which is this card's superset.\n */\nexport function RecordActivityCard(props: RecordActivityCardProps) {\n  const { hostId, org, contactId, companyId, dealId, leadId } = props\n  const scope = useActivityScope(hostId, org)\n  /*\n   * Memoized because the link is a listener dependency by value inside\n   * `useActivityWindow` and the dialog's prop by reference: a fresh object\n   * each render would be harmless to the query, which reads the ids, and\n   * noisy for anything that compares the object.\n   */\n  const link = useMemo<ActivityRecordLink>(\n    () => ({ contactId, companyId, dealId, leadId }),\n    [contactId, companyId, dealId, leadId],\n  )\n  const activities = useActivityWindow(scope, link)\n  const expansion = useTimelineExpansion()\n  const [dialogOpen, setDialogOpen] = useState(false)\n  const [editing, setEditing] = useState<CrmActivityRow | null>(null)\n  const openNew = useCallback(() => {\n    setEditing(null)\n    setDialogOpen(true)\n  }, [])\n  const openEdit = useCallback((activity: CrmActivityRow) => {\n    setEditing(activity)\n    setDialogOpen(true)\n  }, [])\n  const close = useCallback(() => setDialogOpen(false), [])\n\n  return (\n    <>\n      <CardDisplay\n        header={'Activity'}\n        help={pluginDocsHelp('contactActivities', { anchor: '#logging-an-activity' })}\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              <TimelineExpandAllButton\n                expansion={expansion}\n                disabled={!activities.rows.length}\n              />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={openNew}\n                disabled={!activities.ready}\n              >\n                {'Log activity'}\n              </Button>\n            </Stack>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {activities.status === 'error' ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {'The activity log could not be loaded.'}\n          </Typography>\n        ) : (\n          <ActivityList\n            rows={activities.rows}\n            scope={scope}\n            onEdit={openEdit}\n            hasMore={activities.hasMore}\n            onShowMore={activities.showMore}\n            loading={activities.status === 'loading'}\n            expansion={expansion}\n            emptyText=\"A call, an email, a meeting or a note about this record goes here.\"\n            emptyAction={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={openNew}\n                disabled={!activities.ready}\n              >\n                {'Log activity'}\n              </Button>\n            }\n          />\n        )}\n      </CardDisplay>\n      <LogActivityDialog\n        open={dialogOpen}\n        onClose={close}\n        scope={scope}\n        link={link}\n        activity={editing}\n      />\n    </>\n  )\n}\nRecordActivityCard.displayName = 'RecordActivityCard'\n\nexport default RecordActivityCard\n"],"names":["pluginDocsHelp","CardDisplay","Button","Stack","Typography","useCallback","useMemo","useState","ActivityList","useActivityScope","useActivityWindow","TimelineExpandAllButton","useTimelineExpansion","LogActivityDialog","RecordActivityCard","props","hostId","org","contactId","companyId","dealId","leadId","scope","link","activities","expansion","dialogOpen","setDialogOpen","editing","setEditing","openNew","openEdit","activity","close","header","help","anchor","HeaderProps","action","direction","spacing","disabled","rows","length","size","variant","color","onClick","ready","contentGutterX","contentGutterY","status","onEdit","hasMore","onShowMore","showMore","loading","emptyText","emptyAction","open","onClose","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAGEC,gBAAgB,EAChBC,iBAAiB,QACZ,wBAAoB;AAC3B,SAASC,uBAAuB,EAAEC,oBAAoB,QAAQ,yBAAqB;AACnF,SAASC,iBAAiB,QAAQ,2BAAuB;AAQzD;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,SAAS,EAAEC,SAAS,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGN;IAC9D,MAAMO,QAAQb,iBAAiBO,QAAQC;IACvC;;;;;GAKC,GACD,MAAMM,OAAOjB,QACX,IAAO,CAAA;YAAEY;YAAWC;YAAWC;YAAQC;QAAO,CAAA,GAC9C;QAACH;QAAWC;QAAWC;QAAQC;KAAO;IAExC,MAAMG,aAAad,kBAAkBY,OAAOC;IAC5C,MAAME,YAAYb;IAClB,MAAM,CAACc,YAAYC,cAAc,GAAGpB,SAAS;IAC7C,MAAM,CAACqB,SAASC,WAAW,GAAGtB,SAAgC;IAC9D,MAAMuB,UAAUzB,YAAY;QAC1BwB,WAAW;QACXF,cAAc;IAChB,GAAG,EAAE;IACL,MAAMI,WAAW1B,YAAY,CAAC2B;QAC5BH,WAAWG;QACXL,cAAc;IAChB,GAAG,EAAE;IACL,MAAMM,QAAQ5B,YAAY,IAAMsB,cAAc,QAAQ,EAAE;IAExD,qBACE;;0BACE,KAAC1B;gBACCiC,QAAQ;gBACRC,MAAMnC,eAAe,qBAAqB;oBAAEoC,QAAQ;gBAAuB;gBAC3EC,aAAa;oBACXC,sBACE,MAACnC;wBAAMoC,WAAU;wBAAMC,SAAS;;0CAC9B,KAAC7B;gCACCc,WAAWA;gCACXgB,UAAU,CAACjB,WAAWkB,IAAI,CAACC,MAAM;;0CAEnC,KAACzC;gCACC0C,MAAK;gCACLC,SAAQ;gCACRC,OAAM;gCACNC,SAASjB;gCACTW,UAAU,CAACjB,WAAWwB,KAAK;0CAE1B;;;;gBAIT;gBACAC,cAAc;gBACdC,cAAc;0BAEb1B,WAAW2B,MAAM,KAAK,wBACrB,KAAC/C;oBAAWyC,SAAQ;oBAAQC,OAAM;8BAC/B;mCAGH,KAACtC;oBACCkC,MAAMlB,WAAWkB,IAAI;oBACrBpB,OAAOA;oBACP8B,QAAQrB;oBACRsB,SAAS7B,WAAW6B,OAAO;oBAC3BC,YAAY9B,WAAW+B,QAAQ;oBAC/BC,SAAShC,WAAW2B,MAAM,KAAK;oBAC/B1B,WAAWA;oBACXgC,WAAU;oBACVC,2BACE,KAACxD;wBACC0C,MAAK;wBACLC,SAAQ;wBACRC,OAAM;wBACNC,SAASjB;wBACTW,UAAU,CAACjB,WAAWwB,KAAK;kCAE1B;;;;0BAMX,KAACnC;gBACC8C,MAAMjC;gBACNkC,SAAS3B;gBACTX,OAAOA;gBACPC,MAAMA;gBACNS,UAAUJ;;;;AAIlB;AACAd,mBAAmB+C,WAAW,GAAG;AAEjC,eAAe/C,mBAAkB"}

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

@@ -172,6 +172,19 @@ const TASK_DONE_CEILING = 1000;
         }),
         contentGutterX: true,
         contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(ReportExport, {
+                filename: reportFilename('activity', period),
+                columns: COLUMNS,
+                rows: ()=>rows.map((row)=>[
+                            nameOf(row),
+                            ...Aglyn.CRM_ACTIVITY_KINDS.map((kind)=>row.kinds[kind]),
+                            row.activities,
+                            tasksRead ? row.tasksDone : ''
+                        ]),
+                disabled: !activitiesRead || !rows.length
+            })
+        },
         children: /*#__PURE__*/ _jsxs(Stack, {
             spacing: 2,
             children: [
@@ -257,18 +270,11 @@ const TASK_DONE_CEILING = 1000;
                             color: "text.secondary",
                             children: 'No teammate — activities an automation logged, and tasks completed with nobody assigned.'
                         }) : null,
-                        /*#__PURE__*/ _jsx(ReportExport, {
-                            filename: reportFilename('activity', period),
-                            columns: COLUMNS,
-                            rows: ()=>rows.map((row)=>[
-                                        nameOf(row),
-                                        ...Aglyn.CRM_ACTIVITY_KINDS.map((kind)=>row.kinds[kind]),
-                                        row.activities,
-                                        tasksRead ? row.tasksDone : ''
-                                    ]),
-                            disabled: !activitiesRead || !rows.length,
-                            caption: caption ? `${caption}; the tiles are counted on the server.` : undefined
-                        })
+                        caption ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: `${caption}; the tiles are counted on the server.`
+                        }) : null
                     ]
                 })
             ]

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { 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  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many activities and how many completed tasks the leaderboard is\n * grouped from.\n *\n * The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n */\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = [\n  'Teammate',\n  ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n  'Activities',\n  'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n *\n * ## Two windows, two indexes, one table\n *\n * Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n *\n * ## Why that is four indexes and not one\n *\n * The counts and the windows do not share an index, and neither do the two\n * audiences.\n *\n * A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n *\n * Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n *\n * The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n *\n * A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n *\n * ## Names\n *\n * Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n */\nexport function ActivityCard(props: ActivityCardProps) {\n  const { report } = props\n  const { scope, tokens, range, period, routes } = report\n  const firestore = useFirestore()\n  const roster = useOrgMemberOptions(scope[1])\n\n  const activitiesBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n      ...visibleToClause(tokens),\n      where('atMs', '>=', from),\n      where('atMs', '<', to),\n    )\n  const tasksDoneBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'done'),\n      where('completedAtMs', '>=', from),\n      where('completedAtMs', '<', to),\n    )\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n  const activityCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(activitiesBetween(range.from, range.to)),\n        countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:counts') },\n  )\n  const taskCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(tasksDoneBetween(range.from, range.to)),\n        countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n  )\n\n  const activityWindow = useWindowRead<ActivityRow>(\n    () =>\n      query(\n        activitiesBetween(range.from, range.to),\n        orderBy('atMs', 'desc'),\n        limit(ACTIVITY_CEILING + 1),\n      ),\n    ACTIVITY_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:window') },\n  )\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        tasksDoneBetween(range.from, range.to),\n        orderBy('completedAtMs', 'desc'),\n        limit(TASK_DONE_CEILING + 1),\n      ),\n    TASK_DONE_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n  )\n\n  const rows = useMemo(\n    () => Aglyn.activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: Aglyn.ActivityLeaderboardRow): string => {\n    if (!row.uid) return 'No teammate'\n    return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n  }\n  const teammates = rows.filter((row) => row.uid).length\n\n  const activitiesRead = activityWindow.status === 'success'\n  const tasksRead = taskWindow.status === 'success'\n  const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n  const caption = [\n    activityWindow.truncated\n      ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n      : null,\n    taskWindow.truncated\n      ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n      : null,\n  ]\n    .filter(Boolean)\n    .join(' and ')\n  const activityFigures = activityCounts.value\n  const taskFigures = taskCounts.value\n\n  return (\n    <CardDisplay\n      header={'Activity by teammate'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#activity-by-teammate',\n        excerpt:\n          'The calls, emails, meetings and notes each teammate logged in ' +\n          'the period, and the tasks they completed, busiest first. ' +\n          'Grouped from the period’s newest thousand of each.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Activities logged'}\n            value={activityFigures ? activityFigures.current.toLocaleString() : null}\n            deltaPct={\n              activityFigures\n                ? Aglyn.deltaPercent(activityFigures.current, activityFigures.previous)\n                : null\n            }\n            note={'counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Tasks completed'}\n            value={taskFigures ? taskFigures.current.toLocaleString() : null}\n            deltaPct={\n              taskFigures\n                ? Aglyn.deltaPercent(taskFigures.current, taskFigures.previous)\n                : null\n            }\n            note={'ticked off in the period'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Teammates active'}\n            value={settled ? teammates.toLocaleString() : null}\n            note={'logged or completed something'}\n          />\n        </Stack>\n        {activityCounts.status === 'error' || activityWindow.status === 'error' ? (\n          <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n        ) : null}\n        {taskCounts.status === 'error' || taskWindow.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n          </Alert>\n        ) : null}\n        <Section title={'Who did what'}>\n          {rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.uid || '$nobody'}>\n                    <TableCell>{nameOf(row)}</TableCell>\n                    {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n                      <TableCell key={kind} align=\"right\">\n                        {row.kinds[kind].toLocaleString()}\n                      </TableCell>\n                    ))}\n                    <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">\n                      {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n            </Typography>\n          )}\n          {rows.some((row) => !row.uid) ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n            </Typography>\n          ) : null}\n          <ReportExport\n            filename={reportFilename('activity', period)}\n            columns={COLUMNS}\n            rows={() =>\n              rows.map((row) => [\n                nameOf(row),\n                ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n                row.activities,\n                tasksRead ? row.tasksDone : '',\n              ])\n            }\n            disabled={!activitiesRead || !rows.length}\n            caption={caption ? `${caption}; the tiles are counted on the server.` : undefined}\n          />\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { 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  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many activities and how many completed tasks the leaderboard is\n * grouped from.\n *\n * The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n */\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = [\n  'Teammate',\n  ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n  'Activities',\n  'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n *\n * ## Two windows, two indexes, one table\n *\n * Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n *\n * ## Why that is four indexes and not one\n *\n * The counts and the windows do not share an index, and neither do the two\n * audiences.\n *\n * A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n *\n * Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n *\n * The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n *\n * A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n *\n * ## Names\n *\n * Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n */\nexport function ActivityCard(props: ActivityCardProps) {\n  const { report } = props\n  const { scope, tokens, range, period, routes } = report\n  const firestore = useFirestore()\n  const roster = useOrgMemberOptions(scope[1])\n\n  const activitiesBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n      ...visibleToClause(tokens),\n      where('atMs', '>=', from),\n      where('atMs', '<', to),\n    )\n  const tasksDoneBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'done'),\n      where('completedAtMs', '>=', from),\n      where('completedAtMs', '<', to),\n    )\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n  const activityCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(activitiesBetween(range.from, range.to)),\n        countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:counts') },\n  )\n  const taskCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(tasksDoneBetween(range.from, range.to)),\n        countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n  )\n\n  const activityWindow = useWindowRead<ActivityRow>(\n    () =>\n      query(\n        activitiesBetween(range.from, range.to),\n        orderBy('atMs', 'desc'),\n        limit(ACTIVITY_CEILING + 1),\n      ),\n    ACTIVITY_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:window') },\n  )\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        tasksDoneBetween(range.from, range.to),\n        orderBy('completedAtMs', 'desc'),\n        limit(TASK_DONE_CEILING + 1),\n      ),\n    TASK_DONE_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n  )\n\n  const rows = useMemo(\n    () => Aglyn.activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: Aglyn.ActivityLeaderboardRow): string => {\n    if (!row.uid) return 'No teammate'\n    return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n  }\n  const teammates = rows.filter((row) => row.uid).length\n\n  const activitiesRead = activityWindow.status === 'success'\n  const tasksRead = taskWindow.status === 'success'\n  const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n  const caption = [\n    activityWindow.truncated\n      ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n      : null,\n    taskWindow.truncated\n      ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n      : null,\n  ]\n    .filter(Boolean)\n    .join(' and ')\n  const activityFigures = activityCounts.value\n  const taskFigures = taskCounts.value\n\n  return (\n    <CardDisplay\n      header={'Activity by teammate'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#activity-by-teammate',\n        excerpt:\n          'The calls, emails, meetings and notes each teammate logged in ' +\n          'the period, and the tasks they completed, busiest first. ' +\n          'Grouped from the period’s newest thousand of each.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('activity', period)}\n            columns={COLUMNS}\n            rows={() =>\n              rows.map((row) => [\n                nameOf(row),\n                ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n                row.activities,\n                tasksRead ? row.tasksDone : '',\n              ])\n            }\n            disabled={!activitiesRead || !rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Activities logged'}\n            value={activityFigures ? activityFigures.current.toLocaleString() : null}\n            deltaPct={\n              activityFigures\n                ? Aglyn.deltaPercent(activityFigures.current, activityFigures.previous)\n                : null\n            }\n            note={'counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Tasks completed'}\n            value={taskFigures ? taskFigures.current.toLocaleString() : null}\n            deltaPct={\n              taskFigures\n                ? Aglyn.deltaPercent(taskFigures.current, taskFigures.previous)\n                : null\n            }\n            note={'ticked off in the period'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Teammates active'}\n            value={settled ? teammates.toLocaleString() : null}\n            note={'logged or completed something'}\n          />\n        </Stack>\n        {activityCounts.status === 'error' || activityWindow.status === 'error' ? (\n          <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n        ) : null}\n        {taskCounts.status === 'error' || taskWindow.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n          </Alert>\n        ) : null}\n        <Section title={'Who did what'}>\n          {rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.uid || '$nobody'}>\n                    <TableCell>{nameOf(row)}</TableCell>\n                    {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n                      <TableCell key={kind} align=\"right\">\n                        {row.kinds[kind].toLocaleString()}\n                      </TableCell>\n                    ))}\n                    <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">\n                      {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n            </Typography>\n          )}\n          {rows.some((row) => !row.uid) ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`${caption}; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default ActivityCard\n"],"names":["Aglyn","CardDisplay","Section","ScrollTable","Alert","Stack","TableBody","TableCell","TableHead","TableRow","Typography","getCountFromServer","limit","orderBy","query","where","useMemo","useFirestore","useOrgMemberOptions","ReportExport","reportFilename","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","useWindowRead","ACTIVITY_CEILING","TASK_DONE_CEILING","COLUMNS","CRM_ACTIVITY_KINDS","map","kind","CRM_ACTIVITY_KIND_LABELS","ActivityCard","props","report","scope","tokens","range","period","routes","firestore","roster","activitiesBetween","from","to","CRM_COLLECTIONS","activities","tasksDoneBetween","tasks","countOf","target","then","snapshot","data","count","activityCounts","Promise","all","previousFrom","previousTo","current","previous","cacheKey","taskCounts","activityWindow","taskWindow","rows","activityLeaderboard","nameOf","row","uid","findOrgMember","options","label","name","teammates","filter","length","activitiesRead","status","tasksRead","settled","caption","truncated","toLocaleString","Boolean","join","activityFigures","value","taskFigures","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","filename","columns","kinds","tasksDone","disabled","spacing","direction","sx","flexWrap","deltaPct","deltaPercent","note","href","section","severity","title","size","column","index","align","variant","color","some","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,KAAK,EACLC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SACEC,kBAAkB,EAClBC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,mBAAmB,QAAQ,wCAAoC;AACxE,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAQ,0BAAsB;AAEtE;;;;;;;;CAQC,GACD,MAAMC,mBAAmB;AACzB,MAAMC,oBAAoB;AAK1B,mDAAmD,GACnD,MAAMC,UAAU;IACd;OACG7B,MAAM8B,kBAAkB,CAACC,GAAG,CAAC,CAACC,OAAShC,MAAMiC,wBAAwB,CAACD,KAAK;IAC9E;IACA;CACD;AAMD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA+CC,GACD,OAAO,SAASE,aAAaC,KAAwB;IACnD,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGL;IACjD,MAAMM,YAAYzB;IAClB,MAAM0B,SAASzB,oBAAoBmB,KAAK,CAAC,EAAE;IAE3C,MAAMO,oBAAoB,CAACC,MAAcC,KACvChC,MACEQ,iBAAiBoB,WAAWL,OAAOrC,MAAM+C,eAAe,CAACC,UAAU,MAChEzB,gBAAgBe,SACnBvB,MAAM,QAAQ,MAAM8B,OACpB9B,MAAM,QAAQ,KAAK+B;IAEvB,MAAMG,mBAAmB,CAACJ,MAAcC,KACtChC,MACEQ,iBAAiBoB,WAAWL,OAAOrC,MAAM+C,eAAe,CAACG,KAAK,MAC3D3B,gBAAgBe,SACnBvB,MAAM,UAAU,MAAM,SACtBA,MAAM,iBAAiB,MAAM8B,OAC7B9B,MAAM,iBAAiB,KAAK+B;IAEhC,MAAMK,UAAU,CAACC,SACfzC,mBAAmByC,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;IAErE,MAAMC,iBAAiBhC,iBACrB,IACEiC,QAAQC,GAAG,CAAC;YACVR,QAAQP,kBAAkBL,MAAMM,IAAI,EAAEN,MAAMO,EAAE;YAC9CK,QAAQP,kBAAkBL,MAAMqB,YAAY,EAAErB,MAAMsB,UAAU;SAC/D,EAAER,IAAI,CAAC,CAAC,CAACS,SAASC,SAAS,GAAM,CAAA;gBAAED;gBAASC;YAAS,CAAA,IACxD;QAACrB;QAAWL;QAAOC;QAAQC;KAAM,EACjC;QAAEyB,UAAU3C,eAAee,QAAQ;IAAmB;IAExD,MAAM6B,aAAaxC,iBACjB,IACEiC,QAAQC,GAAG,CAAC;YACVR,QAAQF,iBAAiBV,MAAMM,IAAI,EAAEN,MAAMO,EAAE;YAC7CK,QAAQF,iBAAiBV,MAAMqB,YAAY,EAAErB,MAAMsB,UAAU;SAC9D,EAAER,IAAI,CAAC,CAAC,CAACS,SAASC,SAAS,GAAM,CAAA;gBAAED;gBAASC;YAAS,CAAA,IACxD;QAACrB;QAAWL;QAAOC;QAAQC;KAAM,EACjC;QAAEyB,UAAU3C,eAAee,QAAQ;IAAyB;IAG9D,MAAM8B,iBAAiBxC,cACrB,IACEZ,MACE8B,kBAAkBL,MAAMM,IAAI,EAAEN,MAAMO,EAAE,GACtCjC,QAAQ,QAAQ,SAChBD,MAAMe,mBAAmB,KAE7BA,kBACA;QAACe;QAAWL;QAAOC;QAAQC;KAAM,EACjC;QAAEyB,UAAU3C,eAAee,QAAQ;IAAmB;IAExD,MAAM+B,aAAazC,cACjB,IACEZ,MACEmC,iBAAiBV,MAAMM,IAAI,EAAEN,MAAMO,EAAE,GACrCjC,QAAQ,iBAAiB,SACzBD,MAAMgB,oBAAoB,KAE9BA,mBACA;QAACc;QAAWL;QAAOC;QAAQC;KAAM,EACjC;QAAEyB,UAAU3C,eAAee,QAAQ;IAAyB;IAG9D,MAAMgC,OAAOpD,QACX,IAAMhB,MAAMqE,mBAAmB,CAACH,eAAeE,IAAI,EAAED,WAAWC,IAAI,GACpE;QAACF;QAAgBC;KAAW;IAE9B,MAAMG,SAAS,CAACC;YAEPvE;YAAAA;QADP,IAAI,CAACuE,IAAIC,GAAG,EAAE,OAAO;QACrB,QAAOxE,iBAAAA,uBAAAA,MAAMyE,aAAa,CAAC9B,OAAO+B,OAAO,EAAEH,IAAIC,GAAG,sBAA3CxE,qBAA8C2E,KAAK,oBAAIJ,IAAIK,IAAI,YAA/D5E,OAAmEuE,IAAIC,GAAG;IACnF;IACA,MAAMK,YAAYT,KAAKU,MAAM,CAAC,CAACP,MAAQA,IAAIC,GAAG,EAAEO,MAAM;IAEtD,MAAMC,iBAAiBd,eAAee,MAAM,KAAK;IACjD,MAAMC,YAAYf,WAAWc,MAAM,KAAK;IACxC,MAAME,UAAUjB,eAAee,MAAM,KAAK,aAAad,WAAWc,MAAM,KAAK;IAC7E,MAAMG,UAAU;QACdlB,eAAemB,SAAS,GACpB,CAAC,iBAAiB,EAAE1D,iBAAiB2D,cAAc,GAAG,qCAAqC,CAAC,GAC5F;QACJnB,WAAWkB,SAAS,GAChB,CAAC,IAAI,EAAEzD,kBAAkB0D,cAAc,GAAG,8BAA8B,CAAC,GACzE;KACL,CACER,MAAM,CAACS,SACPC,IAAI,CAAC;IACR,MAAMC,kBAAkBhC,eAAeiC,KAAK;IAC5C,MAAMC,cAAc1B,WAAWyB,KAAK;IAEpC,qBACE,KAACzF;QACC2F,QAAQ;QACRC,MAAM7F,MAAM8F,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,mEACA,8DACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAACjF;gBACCkF,UAAUjF,eAAe,YAAYoB;gBACrC8D,SAASzE;gBACTuC,MAAM,IACJA,KAAKrC,GAAG,CAAC,CAACwC,MAAQ;4BAChBD,OAAOC;+BACJvE,MAAM8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package/src/lib/components/reports/lead-funnel-card.js

@@ -244,17 +244,48 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
         contentGutterX: true,
         contentGutterY: true,
         HeaderProps: {
-            action: /*#__PURE__*/ _jsx(Button, _extends({
-                component: AppLink
-            }, {
-                componentVariant: 'naked',
-                nativeButton: false
-            }, {
-                href: routes.section('leads'),
-                size: "small",
-                color: "primary",
-                children: 'Open leads'
-            }))
+            action: /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                children: [
+                    /*#__PURE__*/ _jsx(ReportExport, {
+                        filename: reportFilename('lead-funnel', period),
+                        columns: COLUMNS,
+                        rows: ()=>[
+                                ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus)=>{
+                                    var _share;
+                                    return [
+                                        'Status',
+                                        Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],
+                                        funnel.byStatus[leadStatus],
+                                        (_share = share(funnel.byStatus[leadStatus], funnel.total)) != null ? _share : ''
+                                    ];
+                                }),
+                                ...funnel.reasons.map((reason)=>{
+                                    var _share;
+                                    return [
+                                        'Unqualified reason',
+                                        reason.label,
+                                        reason.count,
+                                        (_share = share(reason.count, funnel.byStatus.unqualified)) != null ? _share : ''
+                                    ];
+                                })
+                            ],
+                        disabled: !read || !funnel.total
+                    }),
+                    /*#__PURE__*/ _jsx(Button, _extends({
+                        component: AppLink
+                    }, {
+                        componentVariant: 'naked',
+                        nativeButton: false
+                    }, {
+                        href: routes.section('leads'),
+                        size: "small",
+                        color: "primary",
+                        children: 'Open leads'
+                    }))
+                ]
+            })
         },
         children: /*#__PURE__*/ _jsxs(Stack, {
             spacing: 2,
@@ -342,32 +373,11 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
                         }) : null
                     ]
                 }),
-                /*#__PURE__*/ _jsx(ReportExport, {
-                    filename: reportFilename('lead-funnel', period),
-                    columns: COLUMNS,
-                    rows: ()=>[
-                            ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus)=>{
-                                var _share;
-                                return [
-                                    'Status',
-                                    Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],
-                                    funnel.byStatus[leadStatus],
-                                    (_share = share(funnel.byStatus[leadStatus], funnel.total)) != null ? _share : ''
-                                ];
-                            }),
-                            ...funnel.reasons.map((reason)=>{
-                                var _share;
-                                return [
-                                    'Unqualified reason',
-                                    reason.label,
-                                    reason.count,
-                                    (_share = share(reason.count, funnel.byStatus.unqualified)) != null ? _share : ''
-                                ];
-                            })
-                        ],
-                    disabled: !read || !funnel.total,
-                    caption: caption
-                })
+                caption ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: caption
+                }) : null
             ]
         })
     });

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/**\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 ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`And ${plural(moreReasons, 'other reason')}, each given once or twice.`}\n            </Typography>\n          ) : null}\n        </Section>\n        <ReportExport\n          filename={reportFilename('lead-funnel', period)}\n          columns={COLUMNS}\n          rows={() => [\n            ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n              'Status',\n              Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              funnel.byStatus[leadStatus],\n              share(funnel.byStatus[leadStatus], funnel.total) ?? '',\n            ]),\n            ...funnel.reasons.map((reason) => [\n              'Unqualified reason',\n              reason.label,\n              reason.count,\n              share(reason.count, funnel.byStatus.unqualified) ?? '',\n            ]),\n          ]}\n          disabled={!read || !funnel.total}\n          caption={caption}\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadFunnelBody.displayName = 'LeadFunnelBody'\nLeadFunnelCard.displayName = 'LeadFunnelCard'\n\nexport default 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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          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('lead-funnel', period)}\n              columns={COLUMNS}\n              rows={() => [\n                ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n                  'Status',\n                  Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n                  funnel.byStatus[leadStatus],\n                  share(funnel.byStatus[leadStatus], funnel.total) ?? '',\n                ]),\n                ...funnel.reasons.map((reason) => [\n                  'Unqualified reason',\n                  reason.label,\n                  reason.count,\n                  share(reason.count, funnel.byStatus.unqualified) ?? '',\n                ]),\n              ]}\n              disabled={!read || !funnel.total}\n            />\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          </Stack>\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 ? 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