@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.220

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

@@ -0,0 +1,244 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { pluginDocsHelp } from "@aglyn/aglyn";
+import { mdiClose } from "@aglyn/shared-data-mdi";
+import { CardDisplay, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useUser } from "@aglyn/tenant-feature-instance";
+import { Button, Chip, IconButton, Stack, Typography } from "@mui/material";
+import { useMemo, useState } from "react";
+import { useCrmSharingRules, useCrmSharingSites } from "../hooks/use-crm-sharing.js";
+import { CRM_SHARING_OBJECT_LABELS, crmShareChipFor, crmShareChipLabel, describeRecordSharing, describeShareTargets } from "../model/crm-sharing.js";
+import { callCrmSharing } from "../model/crm-sharing-api.js";
+import { crmTaskCallScope } from "../model/task-routes.js";
+import { useCanManageCrmSettings } from "./settings-section.js";
+import { ShareRecordsDialog } from "./share-records-dialog.js";
+/**
+ * The chip a list row or a record header shows when this site sees the
+ * record only because it was shared with it: "Shared by Dana".
+ */ export function CrmShareChipView(props) {
+    const rules = useCrmSharingRules(props.org);
+    if (!props.chip) return null;
+    return /*#__PURE__*/ _jsx(Chip, {
+        size: "small",
+        variant: "outlined",
+        color: "info",
+        label: crmShareChipLabel(props.chip, rules),
+        sx: {
+            maxWidth: 220
+        }
+    });
+}
+CrmShareChipView.displayName = 'CrmShareChipView';
+const when = (atMs)=>atMs > 0 ? new Date(atMs).toLocaleDateString() : '';
+/**
+ * SHARING — where this record is visible, and why (AGL-3336).
+ *
+ * One line for the sites that hold it (its consent group, or the site that
+ * created it), then one per hand share, naming who shared it and when, with
+ * the one-click unshare, and one per sharing rule. The held line has no
+ * unshare: visibility a site holds is not the sharing's to take away. A
+ * rule's line is removed by editing the rule, in Settings.
+ *
+ * The header's "Share with sites…" is an org manager's, and so is the
+ * unshare; every other reader sees the lines and nothing to press. For a
+ * reader on a site that sees the record only through a read-only share,
+ * the card says so, since the page's edits will be refused.
+ */ export function RecordSharingCard(props) {
+    const { object, id, record, hostId, orgId, org, viewingHostIds = [] } = props;
+    const { data: user } = useUser();
+    const { enqueueSnackbar } = useSnackbar();
+    const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId != null ? orgId : undefined);
+    const sites = useCrmSharingSites({
+        hostId,
+        orgId,
+        enabled: canManage
+    });
+    const rules = useCrmSharingRules(org);
+    const lines = useMemo(()=>describeRecordSharing(record), [
+        record
+    ]);
+    const chip = useMemo(()=>crmShareChipFor(record, viewingHostIds), [
+        record,
+        viewingHostIds
+    ]);
+    const [sharing, setSharing] = useState(false);
+    const [busyKey, setBusyKey] = useState(null);
+    const scope = crmTaskCallScope(hostId, orgId);
+    const label = CRM_SHARING_OBJECT_LABELS[object];
+    const shared = lines.some((line)=>line.kind !== 'held');
+    if (!record || !shared && !(roleReady && canManage)) return null;
+    const unshare = async (key, token)=>{
+        if (!scope) return;
+        setBusyKey(key);
+        try {
+            await callCrmSharing(user, scope, 'unshare', {
+                object,
+                ids: [
+                    id
+                ],
+                targets: token === 'org' ? 'all' : [
+                    token.slice('host:'.length)
+                ]
+            });
+            enqueueSnackbar('No longer shared', {
+                variant: 'success',
+                persist: false
+            });
+        } catch (error) {
+            enqueueSnackbar(error.message, {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setBusyKey(null);
+        }
+    };
+    const heldLine = lines.find((line)=>line.kind === 'held');
+    const heldHostIds = (heldLine == null ? void 0 : heldLine.kind) === 'held' ? heldLine.hostIds : [];
+    return /*#__PURE__*/ _jsxs(CardDisplay, {
+        header: 'Sharing',
+        help: pluginDocsHelp('crmSharing'),
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: roleReady && canManage ? /*#__PURE__*/ _jsx(Button, {
+                variant: "contained",
+                size: "small",
+                onClick: ()=>setSharing(true),
+                children: 'Share with sites…'
+            }) : null
+        },
+        children: [
+            /*#__PURE__*/ _jsxs(Stack, {
+                spacing: 1.5,
+                children: [
+                    chip ? /*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        children: chip.access === 'edit' ? `Shared with this site to read and edit. ${crmShareChipLabel(chip, rules)}.` : `Shared with this site read-only: you can see this ${label.one} and log activity ` + `and tasks on it, but not change it. ${crmShareChipLabel(chip, rules)}.`
+                    }) : null,
+                    lines.map((line)=>{
+                        if (line.kind === 'held') {
+                            return /*#__PURE__*/ _jsx(Typography, {
+                                variant: "body2",
+                                color: "text.secondary",
+                                children: line.allSites ? 'Visible to every site in the organization.' : line.hostIds.length ? `Held by ${line.hostIds.map(sites.siteName).join(', ')} — where it was captured.` : 'Held by no site.'
+                            }, "held");
+                        }
+                        if (line.kind === 'manual') {
+                            const target = describeShareTargets([
+                                line.token
+                            ], sites.siteName);
+                            return /*#__PURE__*/ _jsxs(Stack, {
+                                direction: "row",
+                                spacing: 1,
+                                sx: {
+                                    alignItems: 'center'
+                                },
+                                children: [
+                                    /*#__PURE__*/ _jsx(Typography, {
+                                        variant: "body2",
+                                        sx: {
+                                            flex: 1,
+                                            minWidth: 0
+                                        },
+                                        children: `${target} — shared by ${line.byName || 'a manager'}${line.atMs ? ` on ${when(line.atMs)}` : ''}, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`
+                                    }),
+                                    canManage ? /*#__PURE__*/ _jsxs(IconButton, {
+                                        size: "small",
+                                        disabled: busyKey !== null,
+                                        onClick: ()=>void unshare(line.key, line.token),
+                                        children: [
+                                            /*#__PURE__*/ _jsx(MdiIcon, {
+                                                path: mdiClose.path,
+                                                size: 0.7
+                                            }),
+                                            /*#__PURE__*/ _jsx(SrOnly, {
+                                                children: `Stop sharing with ${target}`
+                                            })
+                                        ]
+                                    }) : null
+                                ]
+                            }, line.key);
+                        }
+                        const rule = rules.find((entry)=>entry.id === line.ruleId);
+                        return /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            children: `${describeShareTargets(line.tokens, sites.siteName)} — by the rule ${rule ? `“${rule.name}”` : 'that shares it'}, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`
+                        }, line.key);
+                    }),
+                    !shared ? /*#__PURE__*/ _jsx(Typography, {
+                        variant: "caption",
+                        color: "text.secondary",
+                        children: `Not shared with any other site. Sharing lets another site see this ${label.one}; it does not share the person's consent.`
+                    }) : null
+                ]
+            }),
+            /*#__PURE__*/ _jsx(ShareRecordsDialog, {
+                open: sharing,
+                onClose: ()=>setSharing(false),
+                object: object,
+                ids: [
+                    id
+                ],
+                scope: scope,
+                sites: sites.sites,
+                sitesReady: sites.ready,
+                heldHostIds: heldHostIds
+            })
+        ]
+    });
+}
+RecordSharingCard.displayName = 'RecordSharingCard';
+/**
+ * "Share with sites…" on a list's bulk bar (AGL-3336): the same dialog as
+ * the record page, over the selection. Drawn for an org manager only.
+ */ export function CrmBulkShareButton(props) {
+    const { object, ids, hostId, orgId, disabled } = props;
+    const { canManage, ready } = useCanManageCrmSettings(orgId != null ? orgId : undefined);
+    const sites = useCrmSharingSites({
+        hostId,
+        orgId,
+        enabled: canManage
+    });
+    const [open, setOpen] = useState(false);
+    if (!ready || !canManage) return null;
+    return /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            /*#__PURE__*/ _jsx(Button, {
+                size: "small",
+                disabled: disabled || !ids.length,
+                onClick: ()=>setOpen(true),
+                children: 'Share with sites…'
+            }),
+            /*#__PURE__*/ _jsx(ShareRecordsDialog, {
+                open: open,
+                onClose: ()=>setOpen(false),
+                object: object,
+                ids: ids,
+                scope: crmTaskCallScope(hostId, orgId),
+                sites: sites.sites,
+                sitesReady: sites.ready
+            })
+        ]
+    });
+}
+CrmBulkShareButton.displayName = 'CrmBulkShareButton';
+export default RecordSharingCard;
+
+//# sourceMappingURL=record-sharing-card.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/record-sharing-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 { pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiClose } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, IconButton, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { useCrmSharingRules, useCrmSharingSites } from '../hooks/use-crm-sharing'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  CRM_SHARING_OBJECT_LABELS,\n  type CrmShareChip,\n  crmShareChipFor,\n  crmShareChipLabel,\n  type CrmSharingObject,\n  describeRecordSharing,\n  describeShareTargets,\n} from '../model/crm-sharing'\nimport { callCrmSharing } from '../model/crm-sharing-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { useCanManageCrmSettings } from './settings-section'\nimport { ShareRecordsDialog } from './share-records-dialog'\n\n/**\n * The chip a list row or a record header shows when this site sees the\n * record only because it was shared with it: \"Shared by Dana\".\n */\nexport function CrmShareChipView(props: {\n  chip: CrmShareChip | null\n  org: CrmOrgDoc\n}) {\n  const rules = useCrmSharingRules(props.org)\n  if (!props.chip) return null\n  return (\n    <Chip\n      size=\"small\"\n      variant=\"outlined\"\n      color=\"info\"\n      label={crmShareChipLabel(props.chip, rules)}\n      sx={{ maxWidth: 220 }}\n    />\n  )\n}\nCrmShareChipView.displayName = 'CrmShareChipView'\n\nexport interface RecordSharingCardProps {\n  object: CrmSharingObject\n  id: string\n  record: Readonly<Record<string, unknown>> | null | undefined\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  orgId: string | null\n  org: CrmOrgDoc\n  /** The viewing site's consent-group sites, for \"shared with this site\". */\n  viewingHostIds?: readonly string[]\n}\n\nconst when = (atMs: number) => (atMs > 0 ? new Date(atMs).toLocaleDateString() : '')\n\n/**\n * SHARING — where this record is visible, and why (AGL-3336).\n *\n * One line for the sites that hold it (its consent group, or the site that\n * created it), then one per hand share, naming who shared it and when, with\n * the one-click unshare, and one per sharing rule. The held line has no\n * unshare: visibility a site holds is not the sharing's to take away. A\n * rule's line is removed by editing the rule, in Settings.\n *\n * The header's \"Share with sites…\" is an org manager's, and so is the\n * unshare; every other reader sees the lines and nothing to press. For a\n * reader on a site that sees the record only through a read-only share,\n * the card says so, since the page's edits will be refused.\n */\nexport function RecordSharingCard(props: RecordSharingCardProps) {\n  const { object, id, record, hostId, orgId, org, viewingHostIds = [] } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId ?? undefined)\n  const sites = useCrmSharingSites({ hostId, orgId, enabled: canManage })\n  const rules = useCrmSharingRules(org)\n  const lines = useMemo(() => describeRecordSharing(record), [record])\n  const chip = useMemo(() => crmShareChipFor(record, viewingHostIds), [record, viewingHostIds])\n  const [sharing, setSharing] = useState(false)\n  const [busyKey, setBusyKey] = useState<string | null>(null)\n  const scope = crmTaskCallScope(hostId, orgId)\n  const label = CRM_SHARING_OBJECT_LABELS[object]\n  const shared = lines.some((line) => line.kind !== 'held')\n  if (!record || (!shared && !(roleReady && canManage))) return null\n\n  const unshare = async (key: string, token: string) => {\n    if (!scope) return\n    setBusyKey(key)\n    try {\n      await callCrmSharing(user, scope, 'unshare', {\n        object,\n        ids: [id],\n        targets: token === 'org' ? 'all' : [token.slice('host:'.length)],\n      })\n      enqueueSnackbar('No longer shared', { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar((error as Error).message, { variant: 'error', allowDuplicate: true })\n    } finally {\n      setBusyKey(null)\n    }\n  }\n\n  const heldLine = lines.find((line) => line.kind === 'held')\n  const heldHostIds = heldLine?.kind === 'held' ? heldLine.hostIds : []\n  return (\n    <CardDisplay\n      header={'Sharing'}\n      help={pluginDocsHelp('crmSharing')}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action:\n          roleReady && canManage ? (\n            <Button variant=\"contained\" size=\"small\" onClick={() => setSharing(true)}>\n              {'Share with sites…'}\n            </Button>\n          ) : null,\n      }}\n    >\n      <Stack spacing={1.5}>\n        {chip ? (\n          <Typography variant=\"body2\">\n            {chip.access === 'edit'\n              ? `Shared with this site to read and edit. ${crmShareChipLabel(chip, rules)}.`\n              : `Shared with this site read-only: you can see this ${label.one} and log activity ` +\n                `and tasks on it, but not change it. ${crmShareChipLabel(chip, rules)}.`}\n          </Typography>\n        ) : null}\n        {lines.map((line) => {\n          if (line.kind === 'held') {\n            return (\n              <Typography key=\"held\" variant=\"body2\" color=\"text.secondary\">\n                {line.allSites\n                  ? 'Visible to every site in the organization.'\n                  : line.hostIds.length\n                    ? `Held by ${line.hostIds.map(sites.siteName).join(', ')} — where it was captured.`\n                    : 'Held by no site.'}\n              </Typography>\n            )\n          }\n          if (line.kind === 'manual') {\n            const target = describeShareTargets([line.token], sites.siteName)\n            return (\n              <Stack key={line.key} direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 0 }}>\n                  {`${target} — shared by ${line.byName || 'a manager'}${\n                    line.atMs ? ` on ${when(line.atMs)}` : ''\n                  }, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`}\n                </Typography>\n                {canManage ? (\n                  <IconButton\n                    size=\"small\"\n                    disabled={busyKey !== null}\n                    onClick={() => void unshare(line.key, line.token)}\n                  >\n                    <MdiIcon path={mdiClose.path} size={0.7} />\n                    <SrOnly>{`Stop sharing with ${target}`}</SrOnly>\n                  </IconButton>\n                ) : null}\n              </Stack>\n            )\n          }\n          const rule = rules.find((entry) => entry.id === line.ruleId)\n          return (\n            <Typography key={line.key} variant=\"body2\">\n              {`${describeShareTargets(line.tokens, sites.siteName)} — by the rule ${\n                rule ? `“${rule.name}”` : 'that shares it'\n              }, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`}\n            </Typography>\n          )\n        })}\n        {!shared ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Not shared with any other site. Sharing lets another site see this ${label.one}; it does not share the person's consent.`}\n          </Typography>\n        ) : null}\n      </Stack>\n      <ShareRecordsDialog\n        open={sharing}\n        onClose={() => setSharing(false)}\n        object={object}\n        ids={[id]}\n        scope={scope}\n        sites={sites.sites}\n        sitesReady={sites.ready}\n        heldHostIds={heldHostIds}\n      />\n    </CardDisplay>\n  )\n}\nRecordSharingCard.displayName = 'RecordSharingCard'\n\n/**\n * \"Share with sites…\" on a list's bulk bar (AGL-3336): the same dialog as\n * the record page, over the selection. Drawn for an org manager only.\n */\nexport function CrmBulkShareButton(props: {\n  object: CrmSharingObject\n  ids: readonly string[]\n  hostId: string | null\n  orgId: string | null\n  disabled?: boolean\n}) {\n  const { object, ids, hostId, orgId, disabled } = props\n  const { canManage, ready } = useCanManageCrmSettings(orgId ?? undefined)\n  const sites = useCrmSharingSites({ hostId, orgId, enabled: canManage })\n  const [open, setOpen] = useState(false)\n  if (!ready || !canManage) return null\n  return (\n    <>\n      <Button size=\"small\" disabled={disabled || !ids.length} onClick={() => setOpen(true)}>\n        {'Share with sites…'}\n      </Button>\n      <ShareRecordsDialog\n        open={open}\n        onClose={() => setOpen(false)}\n        object={object}\n        ids={ids}\n        scope={crmTaskCallScope(hostId, orgId)}\n        sites={sites.sites}\n        sitesReady={sites.ready}\n      />\n    </>\n  )\n}\nCrmBulkShareButton.displayName = 'CrmBulkShareButton'\n\nexport default RecordSharingCard\n"],"names":["pluginDocsHelp","mdiClose","CardDisplay","MdiIcon","SrOnly","useSnackbar","useUser","Button","Chip","IconButton","Stack","Typography","useMemo","useState","useCrmSharingRules","useCrmSharingSites","CRM_SHARING_OBJECT_LABELS","crmShareChipFor","crmShareChipLabel","describeRecordSharing","describeShareTargets","callCrmSharing","crmTaskCallScope","useCanManageCrmSettings","ShareRecordsDialog","CrmShareChipView","props","rules","org","chip","size","variant","color","label","sx","maxWidth","displayName","when","atMs","Date","toLocaleDateString","RecordSharingCard","object","id","record","hostId","orgId","viewingHostIds","data","user","enqueueSnackbar","canManage","ready","roleReady","undefined","sites","enabled","lines","sharing","setSharing","busyKey","setBusyKey","scope","shared","some","line","kind","unshare","key","token","ids","targets","slice","length","persist","error","message","allowDuplicate","heldLine","find","heldHostIds","hostIds","header","help","contentGutterX","contentGutterY","HeaderProps","action","onClick","spacing","access","one","map","allSites","siteName","join","target","direction","alignItems","flex","minWidth","byName","disabled","path","rule","entry","ruleId","tokens","name","open","onClose","sitesReady","CrmBulkShareButton","setOpen"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,QAAQ,QAAQ,yBAAwB;AACjD,SAASC,WAAW,EAAEC,OAAO,EAAEC,MAAM,QAAQ,uBAAsB;AACnE,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,MAAM,EAAEC,IAAI,EAAEC,UAAU,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC3E,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAASC,kBAAkB,EAAEC,kBAAkB,QAAQ,8BAA0B;AAEjF,SACEC,yBAAyB,EAEzBC,eAAe,EACfC,iBAAiB,EAEjBC,qBAAqB,EACrBC,oBAAoB,QACf,0BAAsB;AAC7B,SAASC,cAAc,QAAQ,8BAA0B;AACzD,SAASC,gBAAgB,QAAQ,0BAAsB;AACvD,SAASC,uBAAuB,QAAQ,wBAAoB;AAC5D,SAASC,kBAAkB,QAAQ,4BAAwB;AAE3D;;;CAGC,GACD,OAAO,SAASC,iBAAiBC,KAGhC;IACC,MAAMC,QAAQb,mBAAmBY,MAAME,GAAG;IAC1C,IAAI,CAACF,MAAMG,IAAI,EAAE,OAAO;IACxB,qBACE,KAACrB;QACCsB,MAAK;QACLC,SAAQ;QACRC,OAAM;QACNC,OAAOf,kBAAkBQ,MAAMG,IAAI,EAAEF;QACrCO,IAAI;YAAEC,UAAU;QAAI;;AAG1B;AACAV,iBAAiBW,WAAW,GAAG;AAc/B,MAAMC,OAAO,CAACC,OAAkBA,OAAO,IAAI,IAAIC,KAAKD,MAAME,kBAAkB,KAAK;AAEjF;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,kBAAkBf,KAA6B;IAC7D,MAAM,EAAEgB,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,MAAM,EAAEC,KAAK,EAAElB,GAAG,EAAEmB,iBAAiB,EAAE,EAAE,GAAGrB;IACxE,MAAM,EAAEsB,MAAMC,IAAI,EAAE,GAAG3C;IACvB,MAAM,EAAE4C,eAAe,EAAE,GAAG7C;IAC5B,MAAM,EAAE8C,SAAS,EAAEC,OAAOC,SAAS,EAAE,GAAG9B,wBAAwBuB,gBAAAA,QAASQ;IACzE,MAAMC,QAAQxC,mBAAmB;QAAE8B;QAAQC;QAAOU,SAASL;IAAU;IACrE,MAAMxB,QAAQb,mBAAmBc;IACjC,MAAM6B,QAAQ7C,QAAQ,IAAMO,sBAAsByB,SAAS;QAACA;KAAO;IACnE,MAAMf,OAAOjB,QAAQ,IAAMK,gBAAgB2B,QAAQG,iBAAiB;QAACH;QAAQG;KAAe;IAC5F,MAAM,CAACW,SAASC,WAAW,GAAG9C,SAAS;IACvC,MAAM,CAAC+C,SAASC,WAAW,GAAGhD,SAAwB;IACtD,MAAMiD,QAAQxC,iBAAiBuB,QAAQC;IACvC,MAAMb,QAAQjB,yBAAyB,CAAC0B,OAAO;IAC/C,MAAMqB,SAASN,MAAMO,IAAI,CAAC,CAACC,OAASA,KAAKC,IAAI,KAAK;IAClD,IAAI,CAACtB,UAAW,CAACmB,UAAU,CAAEV,CAAAA,aAAaF,SAAQ,GAAK,OAAO;IAE9D,MAAMgB,UAAU,OAAOC,KAAaC;QAClC,IAAI,CAACP,OAAO;QACZD,WAAWO;QACX,IAAI;YACF,MAAM/C,eAAe4B,MAAMa,OAAO,WAAW;gBAC3CpB;gBACA4B,KAAK;oBAAC3B;iBAAG;gBACT4B,SAASF,UAAU,QAAQ,QAAQ;oBAACA,MAAMG,KAAK,CAAC,QAAQC,MAAM;iBAAE;YAClE;YACAvB,gBAAgB,oBAAoB;gBAAEnB,SAAS;gBAAW2C,SAAS;YAAM;QAC3E,EAAE,OAAOC,OAAO;YACdzB,gBAAgB,AAACyB,MAAgBC,OAAO,EAAE;gBAAE7C,SAAS;gBAAS8C,gBAAgB;YAAK;QACrF,SAAU;YACRhB,WAAW;QACb;IACF;IAEA,MAAMiB,WAAWrB,MAAMsB,IAAI,CAAC,CAACd,OAASA,KAAKC,IAAI,KAAK;IACpD,MAAMc,cAAcF,CAAAA,4BAAAA,SAAUZ,IAAI,MAAK,SAASY,SAASG,OAAO,GAAG,EAAE;IACrE,qBACE,MAAC/E;QACCgF,QAAQ;QACRC,MAAMnF,eAAe;QACrBoF,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QACElC,aAAaF,0BACX,KAAC5C;gBAAOwB,SAAQ;gBAAYD,MAAK;gBAAQ0D,SAAS,IAAM7B,WAAW;0BAChE;iBAED;QACR;;0BAEA,MAACjD;gBAAM+E,SAAS;;oBACb5D,qBACC,KAAClB;wBAAWoB,SAAQ;kCACjBF,KAAK6D,MAAM,KAAK,SACb,CAAC,wCAAwC,EAAExE,kBAAkBW,MAAMF,OAAO,CAAC,CAAC,GAC5E,CAAC,kDAAkD,EAAEM,MAAM0D,GAAG,CAAC,kBAAkB,CAAC,GAClF,CAAC,oCAAoC,EAAEzE,kBAAkBW,MAAMF,OAAO,CAAC,CAAC;yBAE5E;oBACH8B,MAAMmC,GAAG,CAAC,CAAC3B;wBACV,IAAIA,KAAKC,IAAI,KAAK,QAAQ;4BACxB,qBACE,KAACvD;gCAAsBoB,SAAQ;gCAAQC,OAAM;0CAC1CiC,KAAK4B,QAAQ,GACV,+CACA5B,KAAKgB,OAAO,CAACR,MAAM,GACjB,CAAC,QAAQ,EAAER,KAAKgB,OAAO,CAACW,GAAG,CAACrC,MAAMuC,QAAQ,EAAEC,IAAI,CAAC,MAAM,yBAAyB,CAAC,GACjF;+BALQ;wBAQpB;wBACA,IAAI9B,KAAKC,IAAI,KAAK,UAAU;4BAC1B,MAAM8B,SAAS5E,qBAAqB;gCAAC6C,KAAKI,KAAK;6BAAC,EAAEd,MAAMuC,QAAQ;4BAChE,qBACE,MAACpF;gCAAqBuF,WAAU;gCAAMR,SAAS;gCAAGvD,IAAI;oCAAEgE,YAAY;gCAAS;;kDAC3E,KAACvF;wCAAWoB,SAAQ;wCAAQG,IAAI;4CAAEiE,MAAM;4CAAGC,UAAU;wCAAE;kDACpD,GAAGJ,OAAO,aAAa,EAAE/B,KAAKoC,MAAM,IAAI,cACvCpC,KAAK3B,IAAI,GAAG,CAAC,IAAI,EAAED,KAAK4B,KAAK3B,IAAI,GAAG,GAAG,GACxC,EAAE,EAAE2B,KAAKyB,MAAM,KAAK,SAAS,kBAAkB,aAAa;;oCAE9DvC,0BACC,MAAC1C;wCACCqB,MAAK;wCACLwE,UAAU1C,YAAY;wCACtB4B,SAAS,IAAM,KAAKrB,QAAQF,KAAKG,GAAG,EAAEH,KAAKI,KAAK;;0DAEhD,KAAClE;gDAAQoG,MAAMtG,SAASsG,IAAI;gDAAEzE,MAAM;;0DACpC,KAAC1B;0DAAQ,CAAC,kBAAkB,EAAE4F,QAAQ;;;yCAEtC;;+BAfM/B,KAAKG,GAAG;wBAkBxB;wBACA,MAAMoC,OAAO7E,MAAMoD,IAAI,CAAC,CAAC0B,QAAU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package/src/lib/components/reports/activity-card.js

@@ -29,6 +29,7 @@ import { reportFilename } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { ReportStatTile } from "./report-stat-tile.js";
 import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+import { activityLeaderboard, deltaPercent } from "../../model/crm-reports.js";
 /**
  * How many activities and how many completed tasks the leaderboard is
  * grouped from.
@@ -144,7 +145,7 @@ const TASK_DONE_CEILING = 1000;
     ], {
         cacheKey: reportCacheKey(report, 'activity:tasks-window')
     });
-    const rows = useMemo(()=>Aglyn.activityLeaderboard(activityWindow.rows, taskWindow.rows), [
+    const rows = useMemo(()=>activityLeaderboard(activityWindow.rows, taskWindow.rows), [
         activityWindow,
         taskWindow
     ]);
@@ -198,14 +199,14 @@ const TASK_DONE_CEILING = 1000;
                         /*#__PURE__*/ _jsx(ReportStatTile, {
                             label: 'Activities logged',
                             value: activityFigures ? activityFigures.current.toLocaleString() : null,
-                            deltaPct: activityFigures ? Aglyn.deltaPercent(activityFigures.current, activityFigures.previous) : null,
+                            deltaPct: activityFigures ? deltaPercent(activityFigures.current, activityFigures.previous) : null,
                             note: 'counted on the server',
                             href: routes.section('contacts')
                         }),
                         /*#__PURE__*/ _jsx(ReportStatTile, {
                             label: 'Tasks completed',
                             value: taskFigures ? taskFigures.current.toLocaleString() : null,
-                            deltaPct: taskFigures ? Aglyn.deltaPercent(taskFigures.current, taskFigures.previous) : null,
+                            deltaPct: taskFigures ? deltaPercent(taskFigures.current, taskFigures.previous) : null,
                             note: 'ticked off in the period',
                             href: routes.section('tasks')
                         }),

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      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 ? 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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'\nimport {\n  activityLeaderboard,\n  type ActivityLeaderboardRow,\n  deltaPercent,\n} from '../../model/crm-reports'\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    () => activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: 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                ? 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                ? 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","activityLeaderboard","deltaPercent","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","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","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;AACtE,SACEC,mBAAmB,EAEnBC,YAAY,QACP,6BAAyB;AAEhC;;;;;;;;CAQC,GACD,MAAMC,mBAAmB;AACzB,MAAMC,oBAAoB;AAK1B,mDAAmD,GACnD,MAAMC,UAAU;IACd;OACG/B,MAAMgC,kBAAkB,CAACC,GAAG,CAAC,CAACC,OAASlC,MAAMmC,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,YAAY3B;IAClB,MAAM4B,SAAS3B,oBAAoBqB,KAAK,CAAC,EAAE;IAE3C,MAAMO,oBAAoB,CAACC,MAAcC,KACvClC,MACEQ,iBAAiBsB,WAAWL,OAAOvC,MAAMiD,eAAe,CAACC,UAAU,MAChE3B,gBAAgBiB,SACnBzB,MAAM,QAAQ,MAAMgC,OACpBhC,MAAM,QAAQ,KAAKiC;IAEvB,MAAMG,mBAAmB,CAACJ,MAAcC,KACtClC,MACEQ,iBAAiBsB,WAAWL,OAAOvC,MAAMiD,eAAe,CAACG,KAAK,MAC3D7B,gBAAgBiB,SACnBzB,MAAM,UAAU,MAAM,SACtBA,MAAM,iBAAiB,MAAMgC,OAC7BhC,MAAM,iBAAiB,KAAKiC;IAEhC,MAAMK,UAAU,CAACC,SACf3C,mBAAmB2C,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;IAErE,MAAMC,iBAAiBlC,iBACrB,IACEmC,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,UAAU7C,eAAeiB,QAAQ;IAAmB;IAExD,MAAM6B,aAAa1C,iBACjB,IACEmC,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,UAAU7C,eAAeiB,QAAQ;IAAyB;IAG9D,MAAM8B,iBAAiB1C,cACrB,IACEZ,MACEgC,kBAAkBL,MAAMM,IAAI,EAAEN,MAAMO,EAAE,GACtCnC,QAAQ,QAAQ,SAChBD,MAAMiB,mBAAmB,KAE7BA,kBACA;QAACe;QAAWL;QAAOC;QAAQC;KAAM,EACjC;QAAEyB,UAAU7C,eAAeiB,QAAQ;IAAmB;IAExD,MAAM+B,aAAa3C,cACjB,IACEZ,MACEqC,iBAAiBV,MAAMM,IAAI,EAAEN,MAAMO,EAAE,GACrCnC,QAAQ,iBAAiB,SACzBD,MAAMkB,oBAAoB,KAE9BA,mBACA;QAACc;QAAWL;QAAOC;QAAQC;KAAM,EACjC;QAAEyB,UAAU7C,eAAeiB,QAAQ;IAAyB;IAG9D,MAAMgC,OAAOtD,QACX,IAAMW,oBAAoByC,eAAeE,IAAI,EAAED,WAAWC,IAAI,GAC9D;QAACF;QAAgBC;KAAW;IAE9B,MAAME,SAAS,CAACC;YAEPxE;YAAAA;QADP,IAAI,CAACwE,IAAIC,GAAG,EAAE,OAAO;QACrB,QAAOzE,iBAAAA,uBAAAA,MAAM0E,aAAa,CAAC7B,OAAO8B,OAAO,EAAEH,IAAIC,GAAG,sBAA3CzE,qBAA8C4E,KAAK,oBAAIJ,IAAIK,IAAI,YAA/D7E,OAAmEwE,IAAIC,GAAG;IACnF;IACA,MAAMK,YAAYR,KAAKS,MAAM,CAAC,CAACP,MAAQA,IAAIC,GAAG,EAAEO,MAAM;IAEtD,MAAMC,iBAAiBb,eAAec,MAAM,KAAK;IACjD,MAAMC,YAAYd,WAAWa,MAAM,KAAK;IACxC,MAAME,UAAUhB,eAAec,MAAM,KAAK,aAAab,WAAWa,MAAM,KAAK;IAC7E,MAAMG,UAAU;QACdjB,eAAekB,SAAS,GACpB,CAAC,iBAAiB,EAAEzD,iBAAiB0D,cAAc,GAAG,qCAAqC,CAAC,GAC5F;QACJlB,WAAWiB,SAAS,GAChB,CAAC,IAAI,EAAExD,kBAAkByD,cAAc,GAAG,8BAA8B,CAAC,GACzE;KACL,CACER,MAAM,CAACS,SACPC,IAAI,CAAC;IACR,MAAMC,kBAAkB/B,eAAegC,KAAK;IAC5C,MAAMC,cAAczB,WAAWwB,KAAK;IAEpC,qBACE,KAAC1F;QACC4F,QAAQ;QACRC,MAAM9F,MAAM+F,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,mEACA,8DACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAAClF;gBACCmF,UAAUlF,eAAe,YAAYsB;gBACrC6D,SAASxE;gBACTuC,MAAM,IACJA,KAAKrC,GAAG,CAAC,C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package/src/lib/components/reports/closed-deals-card.js

@@ -28,6 +28,7 @@ import { weekLabel } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { ReportStatTile } from "./report-stat-tile.js";
 import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+import { bucketByWeek, currencyOfDeals } from "../../model/crm-reports.js";
 /**
  * How many closed deals of each outcome the weekly chart reads.
  *
@@ -92,8 +93,8 @@ import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
     const wonStatus = wonWindow.status;
     const lostStatus = lostWindow.status;
     const chart = useMemo(()=>{
-        const wonWeeks = Aglyn.bucketByWeek(wonWindow.rows, (deal)=>deal.closedAtMs, range.from, range.to);
-        const lostWeeks = Aglyn.bucketByWeek(lostWindow.rows, (deal)=>deal.closedAtMs, range.from, range.to);
+        const wonWeeks = bucketByWeek(wonWindow.rows, (deal)=>deal.closedAtMs, range.from, range.to);
+        const lostWeeks = bucketByWeek(lostWindow.rows, (deal)=>deal.closedAtMs, range.from, range.to);
         return {
             labels: wonWeeks.map((week)=>weekLabel(week.start)),
             won: wonWeeks.map((week)=>week.items.length),
@@ -102,7 +103,7 @@ import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
                     return total + Math.max(0, Number((_deal_amountCents = deal.amountCents) != null ? _deal_amountCents : 0));
                 }, 0)),
             lost: lostWeeks.map((week)=>week.items.length),
-            currency: Aglyn.currencyOfDeals(wonWindow.rows).currency
+            currency: currencyOfDeals(wonWindow.rows).currency
         };
     }, [
         wonWindow,

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

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

@@ -27,6 +27,7 @@ import { ReportBreakdown } from "./report-breakdown.js";
 import { plural } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { useWindowRead } from "./use-aggregate-read.js";
+import { funnelFromStages, tally } from "../../model/crm-reports.js";
 /**
  * How many contacts the source mix and the funnel are read from.
  *
@@ -71,7 +72,7 @@ import { useWindowRead } from "./use-aggregate-read.js";
         // A person captured two ways counts under both sources: the chart asks
         // "how many people came through each door", and a person who came
         // through two did.
-        const sources = Aglyn.tally(facets.flatMap((facet)=>Object.keys(facet.sources).filter((source)=>facet.sources[source])), (source)=>source);
+        const sources = tally(facets.flatMap((facet)=>Object.keys(facet.sources).filter((source)=>facet.sources[source])), (source)=>source);
         const stageCounts = {};
         let unstaged = 0;
         for (const facet of facets){
@@ -85,7 +86,7 @@ import { useWindowRead } from "./use-aggregate-read.js";
         }
         return {
             sources,
-            funnel: Aglyn.funnelFromStages(stageCounts),
+            funnel: funnelFromStages(stageCounts),
             unstaged
         };
     }, [