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

package/src/lib/components/reports/contacts-mix-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-mix-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { contactPrimaryGroup } from '../../model/contact-record'\nimport { ReportBreakdown } from './report-breakdown'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { type AggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many contacts the source mix and the funnel are read from.\n *\n * These two charts need a FIELD off each contact — which facet sources it\n * carries, which lifecycle stage — and Firestore aggregates cannot group by\n * a map key, so the only way to draw them is to read documents. A thousand\n * is the same bound the contacts list carries, and past it the card SAYS it\n * is a sample rather than quietly drawing a thousand as if it were the org.\n */\nconst CONTACT_SAMPLE_CEILING = 1000\n\nexport interface ContactsMixCardProps {\n  report: CrmReportScope\n  /** The section's count of every contact this reader may see — what decides whether the read is a sample. */\n  totalContacts: AggregateRead<number>\n}\n\n/**\n * Contacts by source, and the lifecycle funnel, from the newest thousand\n * contacts (AGL-2604).\n *\n * Both are read through THIS group's facet, the way every other field on\n * the contacts page is: a source is which capture surface this holder saw\n * the person through, and a stage is where this business's sales team put\n * them. Reading either off the top of the document would chart another\n * holder's records — the disclosure the facet shape exists to end.\n *\n * Newest by `createdAt` rather than by `updatedAt`, so that the sample is\n * \"the last thousand people captured\" — a population a reader can reason\n * about — and not \"the thousand most recently edited\", which is whichever\n * ones a bulk tag touched last.\n */\nexport function ContactsMixCard(props: ContactsMixCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, groupId, org, nowMs } = report\n  const firestore = useFirestore()\n\n  const sample = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'contacts'),\n        ...visibleToClause(tokens),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_SAMPLE_CEILING + 1),\n      ),\n    CONTACT_SAMPLE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'contacts:sample') },\n  )\n  const status = sample.status\n\n  const mix = useMemo(() => {\n    // Through the viewing group's facet under a site; at the organization\n    // level (AGL-2630) through each person's own primary holder, so the mix\n    // is of the profiles the capturing sites keep.\n    const facets = sample.rows.map((row) =>\n      Aglyn.readContactFacet(\n        row,\n        groupId ?? contactPrimaryGroup(row, org).groupId,\n      ),\n    )\n    // A person captured two ways counts under both sources: the chart asks\n    // \"how many people came through each door\", and a person who came\n    // through two did.\n    const sources = Aglyn.tally(\n      facets.flatMap((facet) =>\n        (Object.keys(facet.sources) as Aglyn.ContactSource[]).filter(\n          (source) => facet.sources[source],\n        ),\n      ),\n      (source) => source,\n    )\n    const stageCounts: Partial<Record<Aglyn.ContactLifecycleStage, number>> = {}\n    let unstaged = 0\n    for (const facet of facets) {\n      const stage = facet.lifecycleStage\n      if (Aglyn.isContactLifecycleStage(stage)) {\n        stageCounts[stage] = (stageCounts[stage] ?? 0) + 1\n      } else {\n        unstaged += 1\n      }\n    }\n    return { sources, funnel: Aglyn.funnelFromStages(stageCounts), unstaged }\n  }, [sample, groupId, org])\n\n  // A sample only once the read has settled: while the window is empty\n  // every org \"exceeds\" zero rows.\n  const sampled =\n    status === 'success' &&\n    (sample.truncated ||\n      (totalContacts.value !== null && totalContacts.value > sample.rows.length))\n\n  return (\n    <CardDisplay\n      header={'Sources and lifecycle'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#sources-and-lifecycle',\n        excerpt:\n          'Which capture surfaces your contacts came through, and how many ' +\n          'have reached each lifecycle stage. Read from the newest thousand ' +\n          'contacts, through this site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {sampled ? (\n          <Alert severity=\"info\">\n            {`Read from the newest ${sample.rows.length.toLocaleString()} contacts${\n              totalContacts.value !== null\n                ? ` of ${totalContacts.value.toLocaleString()}`\n                : ''\n            } — a sample, not the whole list.`}\n          </Alert>\n        ) : null}\n        <Section title={'By source'}>\n          <ReportBreakdown\n            rows={mix.sources.map((row) => ({\n              key: row.key,\n              label:\n                Aglyn.CONTACT_SOURCE_LABELS[row.key as Aglyn.ContactSource] ??\n                row.key,\n              value: row.count,\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to count yet.'\n            }\n          />\n          {mix.sources.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Lifecycle funnel'}>\n          <ReportBreakdown\n            rows={mix.funnel.steps.map((step) => ({\n              key: step.stage,\n              label: step.label,\n              value: step.reached,\n              note:\n                `${plural(step.count, 'person', 'people')} here now` +\n                (step.conversion === null\n                  ? ''\n                  : ` · ${percent(step.conversion)} of the step before`),\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to place yet.'\n            }\n          />\n          {sample.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Each step counts everyone who reached it or went further. ${plural(\n                mix.unstaged,\n                'contact',\n              )} with no stage yet · ${mix.funnel.other.toLocaleString()} marked other.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsMixCard.displayName = 'ContactsMixCard'\n\nexport default ContactsMixCard\n"],"names":["Aglyn","CardDisplay","percent","Section","Alert","Stack","Typography","limit","orderBy","query","useMemo","useFirestore","contactPrimaryGroup","ReportBreakdown","plural","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","CONTACT_SAMPLE_CEILING","ContactsMixCard","props","report","totalContacts","scope","tokens","groupId","org","nowMs","firestore","sample","cacheKey","status","mix","facets","rows","map","row","readContactFacet","sources","tally","flatMap","facet","Object","keys","filter","source","stageCounts","unstaged","stage","lifecycleStage","isContactLifecycleStage","funnel","funnelFromStages","sampled","truncated","value","length","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","severity","toLocaleString","title","key","label","CONTACT_SOURCE_LABELS","count","emptyText","variant","color","steps","step","reached","note","conversion","other","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SACEC,OAAO,EACPC,OAAO,QACF,6DAA4D;AACnE,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,QAAQ,qBAAoB;AAC1D,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,mBAAmB,QAAQ,gCAA4B;AAChE,SAASC,eAAe,QAAQ,wBAAoB;AACpD,SAASC,MAAM,QAAQ,qBAAiB;AACxC,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAA6BC,aAAa,QAAQ,0BAAsB;AAExE;;;;;;;;CAQC,GACD,MAAMC,yBAAyB;AAQ/B;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,OAAO,EAAEC,GAAG,EAAEC,KAAK,EAAE,GAAGN;IAC/C,MAAMO,YAAYlB;IAElB,MAAMmB,SAASZ,cACb,IACET,MACEO,iBAAiBa,WAAWL,OAAO,gBAChCP,gBAAgBQ,SACnBjB,QAAQ,aAAa,SACrBD,MAAMY,yBAAyB,KAEnCA,wBACA;QAACU;QAAWL;QAAOC;QAAQG;KAAM,EACjC;QAAEG,UAAUhB,eAAeO,QAAQ;IAAmB;IAExD,MAAMU,SAASF,OAAOE,MAAM;IAE5B,MAAMC,MAAMvB,QAAQ;QAClB,sEAAsE;QACtE,wEAAwE;QACxE,+CAA+C;QAC/C,MAAMwB,SAASJ,OAAOK,IAAI,CAACC,GAAG,CAAC,CAACC,MAC9BrC,MAAMsC,gBAAgB,CACpBD,KACAX,kBAAAA,UAAWd,oBAAoByB,KAAKV,KAAKD,OAAO;QAGpD,uEAAuE;QACvE,kEAAkE;QAClE,mBAAmB;QACnB,MAAMa,UAAUvC,MAAMwC,KAAK,CACzBN,OAAOO,OAAO,CAAC,CAACC,QACd,AAACC,OAAOC,IAAI,CAACF,MAAMH,OAAO,EAA4BM,MAAM,CAC1D,CAACC,SAAWJ,MAAMH,OAAO,CAACO,OAAO,IAGrC,CAACA,SAAWA;QAEd,MAAMC,cAAoE,CAAC;QAC3E,IAAIC,WAAW;QACf,KAAK,MAAMN,SAASR,OAAQ;YAC1B,MAAMe,QAAQP,MAAMQ,cAAc;YAClC,IAAIlD,MAAMmD,uBAAuB,CAACF,QAAQ;oBAClBF;gBAAtBA,WAAW,CAACE,MAAM,GAAG,EAACF,qBAAAA,WAAW,CAACE,MAAM,YAAlBF,qBAAsB,KAAK;YACnD,OAAO;gBACLC,YAAY;YACd;QACF;QACA,OAAO;YAAET;YAASa,QAAQpD,MAAMqD,gBAAgB,CAACN;YAAcC;QAAS;IAC1E,GAAG;QAAClB;QAAQJ;QAASC;KAAI;IAEzB,qEAAqE;IACrE,iCAAiC;IACjC,MAAM2B,UACJtB,WAAW,aACVF,CAAAA,OAAOyB,SAAS,IACdhC,cAAciC,KAAK,KAAK,QAAQjC,cAAciC,KAAK,GAAG1B,OAAOK,IAAI,CAACsB,MAAM;IAE7E,qBACE,KAACxD;QACCyD,QAAQ;QACRC,MAAM3D,MAAM4D,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC3D;YAAM4D,SAAS;;gBACbX,wBACC,KAAClD;oBAAM8D,UAAS;8BACb,CAAC,qBAAqB,EAAEpC,OAAOK,IAAI,CAACsB,MAAM,CAACU,cAAc,GAAG,SAAS,EACpE5C,cAAciC,KAAK,KAAK,OACpB,CAAC,IAAI,EAAEjC,cAAciC,KAAK,CAACW,cAAc,IAAI,GAC7C,GACL,gCAAgC,CAAC;qBAElC;8BACJ,MAAChE;oBAAQiE,OAAO;;sCACd,KAACvD;4BACCsB,MAAMF,IAAIM,OAAO,CAACH,GAAG,CAAC,CAACC;oCAGnBrC;uCAH4B;oCAC9BqE,KAAKhC,IAAIgC,GAAG;oCACZC,KAAK,GACHtE,uCAAAA,MAAMuE,qBAAqB,CAAClC,IAAIgC,GAAG,CAAwB,YAA3DrE,uCACAqC,IAAIgC,GAAG;oCACTb,OAAOnB,IAAImC,KAAK;gCAClB;;4BACAC,WACEzC,WAAW,YAAY,aAAa;;wBAGvCC,IAAIM,OAAO,CAACkB,MAAM,iBACjB,KAACnD;4BAAWoE,SAAQ;4BAAUC,OAAM;sCACjC;6BAED;;;8BAEN,MAACxE;oBAAQiE,OAAO;;sCACd,KAACvD;4BACCsB,MAAMF,IAAImB,MAAM,CAACwB,KAAK,CAACxC,GAAG,CAAC,CAACyC,OAAU,CAAA;oCACpCR,KAAKQ,KAAK5B,KAAK;oCACfqB,OAAOO,KAAKP,KAAK;oCACjBd,OAAOqB,KAAKC,OAAO;oCACnBC,MACE,GAAGjE,OAAO+D,KAAKL,KAAK,EAAE,UAAU,UAAU,SAAS,CAAC,GACnDK,CAAAA,KAAKG,UAAU,KAAK,OACjB,KACA,CAAC,GAAG,EAAE9E,QAAQ2E,KAAKG,UAAU,EAAE,mBAAmB,CAAC,AAAD;gCAC1D,CAAA;4BACAP,WACEzC,WAAW,YAAY,aAAa;;wBAGvCF,OAAOK,IAAI,CAACsB,MAAM,iBACjB,KAACnD;4BAAWoE,SAAQ;4BAAUC,OAAM;sCACjC,CAAC,0DAA0D,EAAE7D,OAC5DmB,IAAIe,QAAQ,EACZ,WACA,qBAAqB,EAAEf,IAAImB,MAAM,CAAC6B,KAAK,CAACd,cAAc,GAAG,cAAc,CAAC;6BAE1E;;;;;;AAKd;AACA/C,gBAAgB8D,WAAW,GAAG;AAE9B,eAAe9D,gBAAe"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-mix-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { contactPrimaryGroup } from '../../model/contact-record'\nimport { ReportBreakdown } from './report-breakdown'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { type AggregateRead, useWindowRead } from './use-aggregate-read'\nimport { funnelFromStages, tally } from '../../model/crm-reports'\n\n/**\n * How many contacts the source mix and the funnel are read from.\n *\n * These two charts need a FIELD off each contact — which facet sources it\n * carries, which lifecycle stage — and Firestore aggregates cannot group by\n * a map key, so the only way to draw them is to read documents. A thousand\n * is the same bound the contacts list carries, and past it the card SAYS it\n * is a sample rather than quietly drawing a thousand as if it were the org.\n */\nconst CONTACT_SAMPLE_CEILING = 1000\n\nexport interface ContactsMixCardProps {\n  report: CrmReportScope\n  /** The section's count of every contact this reader may see — what decides whether the read is a sample. */\n  totalContacts: AggregateRead<number>\n}\n\n/**\n * Contacts by source, and the lifecycle funnel, from the newest thousand\n * contacts (AGL-2604).\n *\n * Both are read through THIS group's facet, the way every other field on\n * the contacts page is: a source is which capture surface this holder saw\n * the person through, and a stage is where this business's sales team put\n * them. Reading either off the top of the document would chart another\n * holder's records — the disclosure the facet shape exists to end.\n *\n * Newest by `createdAt` rather than by `updatedAt`, so that the sample is\n * \"the last thousand people captured\" — a population a reader can reason\n * about — and not \"the thousand most recently edited\", which is whichever\n * ones a bulk tag touched last.\n */\nexport function ContactsMixCard(props: ContactsMixCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, groupId, org, nowMs } = report\n  const firestore = useFirestore()\n\n  const sample = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'contacts'),\n        ...visibleToClause(tokens),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_SAMPLE_CEILING + 1),\n      ),\n    CONTACT_SAMPLE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'contacts:sample') },\n  )\n  const status = sample.status\n\n  const mix = useMemo(() => {\n    // Through the viewing group's facet under a site; at the organization\n    // level (AGL-2630) through each person's own primary holder, so the mix\n    // is of the profiles the capturing sites keep.\n    const facets = sample.rows.map((row) =>\n      Aglyn.readContactFacet(\n        row,\n        groupId ?? contactPrimaryGroup(row, org).groupId,\n      ),\n    )\n    // A person captured two ways counts under both sources: the chart asks\n    // \"how many people came through each door\", and a person who came\n    // through two did.\n    const sources = tally(\n      facets.flatMap((facet) =>\n        (Object.keys(facet.sources) as Aglyn.ContactSource[]).filter(\n          (source) => facet.sources[source],\n        ),\n      ),\n      (source) => source,\n    )\n    const stageCounts: Partial<Record<Aglyn.ContactLifecycleStage, number>> = {}\n    let unstaged = 0\n    for (const facet of facets) {\n      const stage = facet.lifecycleStage\n      if (Aglyn.isContactLifecycleStage(stage)) {\n        stageCounts[stage] = (stageCounts[stage] ?? 0) + 1\n      } else {\n        unstaged += 1\n      }\n    }\n    return { sources, funnel: funnelFromStages(stageCounts), unstaged }\n  }, [sample, groupId, org])\n\n  // A sample only once the read has settled: while the window is empty\n  // every org \"exceeds\" zero rows.\n  const sampled =\n    status === 'success' &&\n    (sample.truncated ||\n      (totalContacts.value !== null && totalContacts.value > sample.rows.length))\n\n  return (\n    <CardDisplay\n      header={'Sources and lifecycle'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#sources-and-lifecycle',\n        excerpt:\n          'Which capture surfaces your contacts came through, and how many ' +\n          'have reached each lifecycle stage. Read from the newest thousand ' +\n          'contacts, through this site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {sampled ? (\n          <Alert severity=\"info\">\n            {`Read from the newest ${sample.rows.length.toLocaleString()} contacts${\n              totalContacts.value !== null\n                ? ` of ${totalContacts.value.toLocaleString()}`\n                : ''\n            } — a sample, not the whole list.`}\n          </Alert>\n        ) : null}\n        <Section title={'By source'}>\n          <ReportBreakdown\n            rows={mix.sources.map((row) => ({\n              key: row.key,\n              label:\n                Aglyn.CONTACT_SOURCE_LABELS[row.key as Aglyn.ContactSource] ??\n                row.key,\n              value: row.count,\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to count yet.'\n            }\n          />\n          {mix.sources.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Lifecycle funnel'}>\n          <ReportBreakdown\n            rows={mix.funnel.steps.map((step) => ({\n              key: step.stage,\n              label: step.label,\n              value: step.reached,\n              note:\n                `${plural(step.count, 'person', 'people')} here now` +\n                (step.conversion === null\n                  ? ''\n                  : ` · ${percent(step.conversion)} of the step before`),\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to place yet.'\n            }\n          />\n          {sample.rows.length ? 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package/src/lib/components/reports/contacts-trend-card.js

@@ -16,7 +16,7 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { deltaPercent, pluginDocsHelp, weekBuckets } from "@aglyn/aglyn";
+import { pluginDocsHelp } from "@aglyn/aglyn";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { Alert, Stack, Typography } from "@mui/material";
@@ -27,6 +27,7 @@ import { weekLabel } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { ReportStatTile } from "./report-stat-tile.js";
 import { useAggregateRead } from "./use-aggregate-read.js";
+import { deltaPercent, weekBuckets } from "../../model/crm-reports.js";
 /**
  * New contacts over the period, against the period before, week by week
  * (AGL-2604).

package/src/lib/components/reports/contacts-trend-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-trend-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 { deltaPercent, pluginDocsHelp, weekBuckets } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { getCountFromServer, query, Timestamp, where } from 'firebase/firestore'\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 { type AggregateRead, useAggregateRead } from './use-aggregate-read'\n\nexport interface ContactsTrendCardProps {\n  report: CrmReportScope\n  /** The section's one count of every contact this reader may see. */\n  totalContacts: AggregateRead<number>\n}\n\ninterface ContactsTrend {\n  /** New contacts in the period — the sum of the weeks. */\n  current: number\n  /** New contacts in the period before it. */\n  previous: number\n  weekly: Array<{ start: number; end: number; count: number }>\n}\n\n/**\n * New contacts over the period, against the period before, week by week\n * (AGL-2604).\n *\n * ## Every number here is a server count\n *\n * One `getCountFromServer` per week of the period and one for the previous\n * period — fourteen reads for ninety days, billed as index entries rather\n * than documents — and NO document is downloaded to be counted. The period\n * figure is the sum of its weeks rather than a fifteenth read, so the tile\n * and the bars cannot disagree. The contacts list's head-count learned the\n * same lesson (AGL-1706): a count taken from a capped listener saturates at\n * the cap, and the org this page is for is the one with more contacts than\n * any listener should carry.\n *\n * The range is on `createdAt`, the timestamp every contact writer stamps —\n * the server upsert with `serverTimestamp()`, the console's add-by-hand with\n * a `Date` — so \"new\" means first captured, not last touched.\n */\nexport function ContactsTrendCard(props: ContactsTrendCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const trend = useAggregateRead<ContactsTrend>(() => {\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const createdBetween = (from: number, to: number) =>\n      getCountFromServer(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(from)),\n          where('createdAt', '<', Timestamp.fromMillis(to)),\n        ),\n      ).then((snapshot) => snapshot.data().count)\n    const buckets = weekBuckets(range.from, range.to)\n    return Promise.all([\n      createdBetween(range.previousFrom, range.previousTo),\n      ...buckets.map((bucket) => createdBetween(bucket.start, bucket.end)),\n    ]).then(([previous, ...weekly]) => ({\n      previous,\n      current: weekly.reduce((sum, count) => sum + count, 0),\n      weekly: buckets.map((bucket, index) => ({\n        ...bucket,\n        count: weekly[index] ?? 0,\n      })),\n    }))\n  }, [firestore, scope, tokens, range], { cacheKey: reportCacheKey(report, 'contacts:trend') })\n\n  const figures = trend.value\n  return (\n    <CardDisplay\n      header={'Contacts'}\n      help={pluginDocsHelp('crmReports', {\n        anchor: '#contacts',\n        excerpt:\n          'New contacts in the period against the period before it, week ' +\n          'by week, and how many contacts this site can see in all. Counted ' +\n          'on the server by when each contact was first captured.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'New contacts'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={\n              figures\n                ? figures.previous\n                  ? `${figures.previous.toLocaleString()} in the previous period`\n                  : 'none in the previous period'\n                : undefined\n            }\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Total contacts'}\n            value={\n              totalContacts.value === null\n                ? null\n                : totalContacts.value.toLocaleString()\n            }\n            note={'visible to this site'}\n            href={routes.section('contacts')}\n          />\n        </Stack>\n        {trend.status === 'error' || totalContacts.status === 'error' ? 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'Counting…' : 'Nothing in this period.'\n            }\n          />\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Each bar is seven days from the start of the period; the last ' +\n              'may be shorter.'}\n          </Typography>\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsTrendCard.displayName = 'ContactsTrendCard'\n\nexport default ContactsTrendCard\n"],"names":["deltaPercent","pluginDocsHelp","weekBuckets","CardDisplay","Section","Alert","Stack","Typography","getCountFromServer","query","Timestamp","where","useFirestore","ReportBarChart","weekLabel","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","ContactsTrendCard","props","report","totalContacts","scope","tokens","range","routes","firestore","trend","contacts","createdBetween","from","to","fromMillis","then","snapshot","data","count","buckets","Promise","all","previousFrom","previousTo","map","bucket","start","end","previous","weekly","current","reduce","sum","index","cacheKey","figures","value","header","help","anchor","excerpt","contentGutterX","contentGutterY","spacing","direction","sx","flexWrap","label","toLocaleString","deltaPct","note","undefined","href","section","status","severity","title","labels","week","series","name","color","values","emptyText","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,YAAY,EAAEC,cAAc,EAAEC,WAAW,QAAQ,eAAc;AACxE,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,kBAAkB,EAAEC,KAAK,EAAEC,SAAS,EAAEC,KAAK,QAAQ,qBAAoB;AAChF,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,SAAS,QAAQ,qBAAiB;AAC3C,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAA6BC,gBAAgB,QAAQ,0BAAsB;AAgB3E;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,kBAAkBC,KAA6B;;IAC7D,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGL;IACzC,MAAMM,YAAYhB;IAElB,MAAMiB,QAAQV,iBAAgC;QAC5C,MAAMW,WAAWd,iBAAiBY,WAAWJ,OAAO;QACpD,MAAMO,iBAAiB,CAACC,MAAcC,KACpCzB,mBACEC,MACEqB,aACGb,gBAAgBQ,SACnBd,MAAM,aAAa,MAAMD,UAAUwB,UAAU,CAACF,QAC9CrB,MAAM,aAAa,KAAKD,UAAUwB,UAAU,CAACD,OAE/CE,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QAC5C,MAAMC,UAAUrC,YAAYwB,MAAMM,IAAI,EAAEN,MAAMO,EAAE;QAChD,OAAOO,QAAQC,GAAG,CAAC;YACjBV,eAAeL,MAAMgB,YAAY,EAAEhB,MAAMiB,UAAU;eAChDJ,QAAQK,GAAG,CAAC,CAACC,SAAWd,eAAec,OAAOC,KAAK,EAAED,OAAOE,GAAG;SACnE,EAAEZ,IAAI,CAAC,CAAC,CAACa,UAAU,GAAGC,OAAO,GAAM,CAAA;gBAClCD;gBACAE,SAASD,OAAOE,MAAM,CAAC,CAACC,KAAKd,QAAUc,MAAMd,OAAO;gBACpDW,QAAQV,QAAQK,GAAG,CAAC,CAACC,QAAQQ;wBAEpBJ;2BAF+B,aACnCJ;wBACHP,KAAK,GAAEW,gBAAAA,MAAM,CAACI,MAAM,YAAbJ,gBAAiB;;;YAE5B,CAAA;IACF,GAAG;QAACrB;QAAWJ;QAAOC;QAAQC;KAAM,EAAE;QAAE4B,UAAUvC,eAAeO,QAAQ;IAAkB;IAE3F,MAAMiC,UAAU1B,MAAM2B,KAAK;IAC3B,qBACE,KAACrD;QACCsD,QAAQ;QACRC,MAAMzD,eAAe,cAAc;YACjC0D,QAAQ;YACRC,SACE,mEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACxD;YAAMyD,SAAS;;8BACd,MAACzD;oBAAM0D,WAAU;oBAAMD,SAAS;oBAAGE,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAChD;4BACCiD,OAAO;4BACPX,OAAOD,UAAUA,QAAQL,OAAO,CAACkB,cAAc,KAAK;4BACpDC,UAAUd,UAAUvD,aAAauD,QAAQL,OAAO,EAAEK,QAAQP,QAAQ,IAAI;4BACtEsB,MACEf,UACIA,QAAQP,QAAQ,GACd,GAAGO,QAAQP,QAAQ,CAACoB,cAAc,GAAG,uBAAuB,CAAC,GAC7D,gCACFG;4BAENC,MAAM7C,OAAO8C,OAAO,CAAC;;sCAEvB,KAACvD;4BACCiD,OAAO;4BACPX,OACEjC,cAAciC,KAAK,KAAK,OACpB,OACAjC,cAAciC,KAAK,CAACY,cAAc;4BAExCE,MAAM;4BACNE,MAAM7C,OAAO8C,OAAO,CAAC;;;;gBAGxB5C,MAAM6C,MAAM,KAAK,WAAWnD,cAAcmD,MAAM,KAAK,wBACpD,KAACrE;oBAAMsE,UAAS;8BACb;qBAED;8BACJ,MAACvE;oBAAQwE,OAAO;;sCACd,KAAC/D;4BACCgE,QAAQ,SAACtB,2BAAAA,QAASN,MAAM,mBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAAShE,UAAUgE,KAAKhC,KAAK;4BAClEiC,QAAQ;gCACN;oCACEC,MAAM;oCACNC,OAAO;oCACPC,QAAQ,UAAC3B,2BAAAA,QAASN,MAAM,oBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAASA,KAAKxC,KAAK;gCAC1D;6BACD;4BACD6C,WACEtD,MAAM6C,MAAM,KAAK,YAAY,cAAc;;sCAG/C,KAACnE;4BAAW6E,SAAQ;4BAAUH,OAAM;sCACjC,mEACC;;;;;;;AAMd;AACA7D,kBAAkBiE,WAAW,GAAG;AAEhC,eAAejE,kBAAiB"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-trend-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 { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { getCountFromServer, query, Timestamp, where } from 'firebase/firestore'\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 { type AggregateRead, useAggregateRead } from './use-aggregate-read'\nimport { deltaPercent, weekBuckets } from '../../model/crm-reports'\n\nexport interface ContactsTrendCardProps {\n  report: CrmReportScope\n  /** The section's one count of every contact this reader may see. */\n  totalContacts: AggregateRead<number>\n}\n\ninterface ContactsTrend {\n  /** New contacts in the period — the sum of the weeks. */\n  current: number\n  /** New contacts in the period before it. */\n  previous: number\n  weekly: Array<{ start: number; end: number; count: number }>\n}\n\n/**\n * New contacts over the period, against the period before, week by week\n * (AGL-2604).\n *\n * ## Every number here is a server count\n *\n * One `getCountFromServer` per week of the period and one for the previous\n * period — fourteen reads for ninety days, billed as index entries rather\n * than documents — and NO document is downloaded to be counted. The period\n * figure is the sum of its weeks rather than a fifteenth read, so the tile\n * and the bars cannot disagree. The contacts list's head-count learned the\n * same lesson (AGL-1706): a count taken from a capped listener saturates at\n * the cap, and the org this page is for is the one with more contacts than\n * any listener should carry.\n *\n * The range is on `createdAt`, the timestamp every contact writer stamps —\n * the server upsert with `serverTimestamp()`, the console's add-by-hand with\n * a `Date` — so \"new\" means first captured, not last touched.\n */\nexport function ContactsTrendCard(props: ContactsTrendCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const trend = useAggregateRead<ContactsTrend>(() => {\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const createdBetween = (from: number, to: number) =>\n      getCountFromServer(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(from)),\n          where('createdAt', '<', Timestamp.fromMillis(to)),\n        ),\n      ).then((snapshot) => snapshot.data().count)\n    const buckets = weekBuckets(range.from, range.to)\n    return Promise.all([\n      createdBetween(range.previousFrom, range.previousTo),\n      ...buckets.map((bucket) => createdBetween(bucket.start, bucket.end)),\n    ]).then(([previous, ...weekly]) => ({\n      previous,\n      current: weekly.reduce((sum, count) => sum + count, 0),\n      weekly: buckets.map((bucket, index) => ({\n        ...bucket,\n        count: weekly[index] ?? 0,\n      })),\n    }))\n  }, [firestore, scope, tokens, range], { cacheKey: reportCacheKey(report, 'contacts:trend') })\n\n  const figures = trend.value\n  return (\n    <CardDisplay\n      header={'Contacts'}\n      help={pluginDocsHelp('crmReports', {\n        anchor: '#contacts',\n        excerpt:\n          'New contacts in the period against the period before it, week ' +\n          'by week, and how many contacts this site can see in all. Counted ' +\n          'on the server by when each contact was first captured.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'New contacts'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={\n              figures\n                ? figures.previous\n                  ? `${figures.previous.toLocaleString()} in the previous period`\n                  : 'none in the previous period'\n                : undefined\n            }\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Total contacts'}\n            value={\n              totalContacts.value === null\n                ? null\n                : totalContacts.value.toLocaleString()\n            }\n            note={'visible to this site'}\n            href={routes.section('contacts')}\n          />\n        </Stack>\n        {trend.status === 'error' || totalContacts.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The contact counts could not be read. The rest of the page is unaffected.'}\n          </Alert>\n        ) : null}\n        <Section title={'New contacts per week'}>\n          <ReportBarChart\n            labels={(figures?.weekly ?? []).map((week) => weekLabel(week.start))}\n            series={[\n              {\n                name: 'New contacts',\n                color: 'primary.main',\n                values: (figures?.weekly ?? []).map((week) => week.count),\n              },\n            ]}\n            emptyText={\n              trend.status === 'loading' ? 'Counting…' : 'Nothing in this period.'\n            }\n          />\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Each bar is seven days from the start of the period; the last ' +\n              'may be shorter.'}\n          </Typography>\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsTrendCard.displayName = 'ContactsTrendCard'\n\nexport default ContactsTrendCard\n"],"names":["pluginDocsHelp","CardDisplay","Section","Alert","Stack","Typography","getCountFromServer","query","Timestamp","where","useFirestore","ReportBarChart","weekLabel","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","deltaPercent","weekBuckets","ContactsTrendCard","props","report","totalContacts","scope","tokens","range","routes","firestore","trend","contacts","createdBetween","from","to","fromMillis","then","snapshot","data","count","buckets","Promise","all","previousFrom","previousTo","map","bucket","start","end","previous","weekly","current","reduce","sum","index","cacheKey","figures","value","header","help","anchor","excerpt","contentGutterX","contentGutterY","spacing","direction","sx","flexWrap","label","toLocaleString","deltaPct","note","undefined","href","section","status","severity","title","labels","week","series","name","color","values","emptyText","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,kBAAkB,EAAEC,KAAK,EAAEC,SAAS,EAAEC,KAAK,QAAQ,qBAAoB;AAChF,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,SAAS,QAAQ,qBAAiB;AAC3C,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAA6BC,gBAAgB,QAAQ,0BAAsB;AAC3E,SAASC,YAAY,EAAEC,WAAW,QAAQ,6BAAyB;AAgBnE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,kBAAkBC,KAA6B;;IAC7D,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGL;IACzC,MAAMM,YAAYlB;IAElB,MAAMmB,QAAQZ,iBAAgC;QAC5C,MAAMa,WAAWhB,iBAAiBc,WAAWJ,OAAO;QACpD,MAAMO,iBAAiB,CAACC,MAAcC,KACpC3B,mBACEC,MACEuB,aACGf,gBAAgBU,SACnBhB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACF,QAC9CvB,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACD,OAE/CE,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QAC5C,MAAMC,UAAUpB,YAAYO,MAAMM,IAAI,EAAEN,MAAMO,EAAE;QAChD,OAAOO,QAAQC,GAAG,CAAC;YACjBV,eAAeL,MAAMgB,YAAY,EAAEhB,MAAMiB,UAAU;eAChDJ,QAAQK,GAAG,CAAC,CAACC,SAAWd,eAAec,OAAOC,KAAK,EAAED,OAAOE,GAAG;SACnE,EAAEZ,IAAI,CAAC,CAAC,CAACa,UAAU,GAAGC,OAAO,GAAM,CAAA;gBAClCD;gBACAE,SAASD,OAAOE,MAAM,CAAC,CAACC,KAAKd,QAAUc,MAAMd,OAAO;gBACpDW,QAAQV,QAAQK,GAAG,CAAC,CAACC,QAAQQ;wBAEpBJ;2BAF+B,aACnCJ;wBACHP,KAAK,GAAEW,gBAAAA,MAAM,CAACI,MAAM,YAAbJ,gBAAiB;;;YAE5B,CAAA;IACF,GAAG;QAACrB;QAAWJ;QAAOC;QAAQC;KAAM,EAAE;QAAE4B,UAAUzC,eAAeS,QAAQ;IAAkB;IAE3F,MAAMiC,UAAU1B,MAAM2B,KAAK;IAC3B,qBACE,KAACvD;QACCwD,QAAQ;QACRC,MAAM1D,eAAe,cAAc;YACjC2D,QAAQ;YACRC,SACE,mEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1D;YAAM2D,SAAS;;8BACd,MAAC3D;oBAAM4D,WAAU;oBAAMD,SAAS;oBAAGE,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAClD;4BACCmD,OAAO;4BACPX,OAAOD,UAAUA,QAAQL,OAAO,CAACkB,cAAc,KAAK;4BACpDC,UAAUd,UAAUrC,aAAaqC,QAAQL,OAAO,EAAEK,QAAQP,QAAQ,IAAI;4BACtEsB,MACEf,UACIA,QAAQP,QAAQ,GACd,GAAGO,QAAQP,QAAQ,CAACoB,cAAc,GAAG,uBAAuB,CAAC,GAC7D,gCACFG;4BAENC,MAAM7C,OAAO8C,OAAO,CAAC;;sCAEvB,KAACzD;4BACCmD,OAAO;4BACPX,OACEjC,cAAciC,KAAK,KAAK,OACpB,OACAjC,cAAciC,KAAK,CAACY,cAAc;4BAExCE,MAAM;4BACNE,MAAM7C,OAAO8C,OAAO,CAAC;;;;gBAGxB5C,MAAM6C,MAAM,KAAK,WAAWnD,cAAcmD,MAAM,KAAK,wBACpD,KAACvE;oBAAMwE,UAAS;8BACb;qBAED;8BACJ,MAACzE;oBAAQ0E,OAAO;;sCACd,KAACjE;4BACCkE,QAAQ,SAACtB,2BAAAA,QAASN,MAAM,mBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAASlE,UAAUkE,KAAKhC,KAAK;4BAClEiC,QAAQ;gCACN;oCACEC,MAAM;oCACNC,OAAO;oCACPC,QAAQ,UAAC3B,2BAAAA,QAASN,MAAM,oBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAASA,KAAKxC,KAAK;gCAC1D;6BACD;4BACD6C,WACEtD,MAAM6C,MAAM,KAAK,YAAY,cAAc;;sCAG/C,KAACrE;4BAAW+E,SAAQ;4BAAUH,OAAM;sCACjC,mEACC;;;;;;;AAMd;AACA7D,kBAAkBiE,WAAW,GAAG;AAEhC,eAAejE,kBAAiB"}

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

@@ -27,6 +27,7 @@ import { collectionCeiling } from "@aglyn/tenant-feature-instance/hooks/host-col
 import { plural } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { useWindowRead } from "./use-aggregate-read.js";
+import { currencyOfDeals, forecastByCloseMonth } from "../../model/crm-reports.js";
 /**
  * The same window the pipeline card reads, under the SAME cache key and
  * the same dependencies, so the two cards cost one read between them —
@@ -73,12 +74,12 @@ const PIPELINE_CEILING = 20;
     ], {
         cacheKey: reportCacheKey(report, 'pipeline:pipelines')
     });
-    const forecast = useMemo(()=>Aglyn.forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs), [
+    const forecast = useMemo(()=>forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs), [
         dealWindow.rows,
         pipelineWindow.rows,
         nowMs
     ]);
-    const currency = useMemo(()=>Aglyn.currencyOfDeals(dealWindow.rows), [
+    const currency = useMemo(()=>currencyOfDeals(dealWindow.rows), [
         dealWindow.rows
     ]);
     const read = dealWindow.status === 'success' && pipelineWindow.status === 'success';

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/forecast-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Box,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { useWindowRead } from './use-aggregate-read'\n\n/**\n * The same window the pipeline card reads, under the SAME cache key and\n * the same dependencies, so the two cards cost one read between them —\n * `useAggregateRead` joins a read already in the air for the key. The\n * numbers must match the pipeline card's query exactly or the key would\n * name two different questions.\n */\nconst OPEN_DEAL_CEILING = 1000\nconst PIPELINE_CEILING = 20\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface ForecastCardProps {\n  report: CrmReportScope\n}\n\n/** `Sep 2026` — the month a column is. */\nfunction monthLabel(startMs: number): string {\n  return new Date(startMs).toLocaleDateString(undefined, { month: 'short', year: 'numeric' })\n}\n\n/**\n * Forecast by close month (AGL-2620): the open pipeline laid out by the\n * month each deal is expected to close, for the next six, per pipeline,\n * at face value and weighted by the stage.\n *\n * Not period-scoped, like the pipeline card and for the same reason: the\n * forecast is what is open NOW, looked at forward. Deals with no expected\n * close are their own row rather than a footnote — that row is the size\n * of the pipeline nobody has scheduled, which is the number the picker\n * of a close date most needs to see — and deals dated before this month\n * (overdue) or past the sixth (later) are rows too, so the column adds up\n * to the pipeline.\n */\nexport function ForecastCard(props: ForecastCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs } = report\n  const firestore = useFirestore()\n\n  const dealWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'open'),\n        orderBy('updatedAt', 'desc'),\n        limit(OPEN_DEAL_CEILING + 1),\n      ),\n    OPEN_DEAL_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:deals') },\n  )\n  const pipelineWindow = useWindowRead<PipelineRow>(\n    () =>\n      collectionCeiling(\n        query(scopedCollection(firestore, scope, 'pipelines'), ...visibleToClause(tokens)),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n\n  const forecast = useMemo(\n    () => Aglyn.forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs),\n    [dealWindow.rows, pipelineWindow.rows, nowMs],\n  )\n  const currency = useMemo(() => Aglyn.currencyOfDeals(dealWindow.rows), [dealWindow.rows])\n  const read = dealWindow.status === 'success' && pipelineWindow.status === 'success'\n  const failed = dealWindow.status === 'error' || pipelineWindow.status === 'error'\n\n  // A pipeline with nothing open is still a column; an unknown pipeline id\n  // is a column named for what it is.\n  const columns = forecast.pipelines\n  const manyColumns = columns.length > 1\n\n  const rows: Array<{ key: string; label: string; cellOf: (row: Aglyn.PipelineForecast) => Aglyn.ForecastCell; total: Aglyn.ForecastCell; muted?: boolean }> = [\n    {\n      key: 'overdue',\n      label: 'Before this month',\n      cellOf: (row) => row.overdue,\n      total: forecast.overdue,\n      muted: true,\n    },\n    ...forecast.buckets.map((bucket, index) => ({\n      key: bucket.key,\n      label: monthLabel(bucket.start),\n      cellOf: (row: Aglyn.PipelineForecast) => row.months[index],\n      total: forecast.months[index],\n    })),\n    {\n      key: 'later',\n      label: 'Later',\n      cellOf: (row) => row.later,\n      total: forecast.later,\n      muted: true,\n    },\n    {\n      key: 'undated',\n      label: 'No expected close',\n      cellOf: (row) => row.undated,\n      total: forecast.undated,\n      muted: true,\n    },\n  ].filter((row) => row.key !== 'overdue' && row.key !== 'later' ? true : row.total.count > 0)\n\n  const cell = (value: Aglyn.ForecastCell, code: string) =>\n    value.count === 0 ? (\n      <Typography variant=\"body2\" color=\"text.disabled\">\n        {'—'}\n      </Typography>\n    ) : (\n      <Stack sx={{ lineHeight: 1.2 }}>\n        <Typography variant=\"body2\">{money(value.amountCents, code)}</Typography>\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`${money(value.weightedCents, code)} weighted · ${plural(value.count, 'deal')}`}\n        </Typography>\n      </Stack>\n    )\n\n  return (\n    <CardDisplay\n      header={'Forecast by close month'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#forecast-by-close-month',\n        excerpt:\n          'Every open deal by the month it is expected to close, for the ' +\n          'next six months and per pipeline, at face value and weighted by ' +\n          'its stage. Deals with no expected close are their own row.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Typography variant=\"body2\" color=\"warning.main\">\n            {'The forecast could not be read.'}\n          </Typography>\n        ) : !read ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ) : forecast.total.count === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : (\n          <Box>\n            <ScrollTable size=\"small\" aria-label=\"Forecast by close month\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Expected close'}</TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {column.name || 'Pipeline not visible'}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? <TableCell align=\"right\">{'All pipelines'}</TableCell> : null}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.key} data-forecast-row={row.key}>\n                    <TableCell>\n                      <Typography variant=\"body2\" color={row.muted ? 'text.secondary' : undefined}>\n                        {row.label}\n                      </Typography>\n                    </TableCell>\n                    {columns.map((column) => (\n                      <TableCell key={column.pipelineId} align=\"right\">\n                        {cell(row.cellOf(column), currency.currency)}\n                      </TableCell>\n                    ))}\n                    {manyColumns ? (\n                      <TableCell align=\"right\">{cell(row.total, currency.currency)}</TableCell>\n                    ) : null}\n                  </TableRow>\n                ))}\n                <TableRow>\n                  <TableCell>\n                    <Typography variant=\"subtitle2\">{'Open pipeline'}</Typography>\n                  </TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {cell(column.total, currency.currency)}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? (\n                    <TableCell align=\"right\">{cell(forecast.total, currency.currency)}</TableCell>\n                  ) : null}\n                </TableRow>\n              </TableBody>\n            </ScrollTable>\n          </Box>\n        )}\n        {read && currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the figures add them as numbers and show ${currency.currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {read && dealWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`From the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`}\n          </Typography>\n        ) : null}\n        {read && pipelineWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Only the first ${PIPELINE_CEILING} pipelines are named.`}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nForecastCard.displayName = 'ForecastCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/forecast-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Box,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { useWindowRead } from './use-aggregate-read'\nimport {\n  currencyOfDeals,\n  forecastByCloseMonth,\n  type ForecastCell,\n  type PipelineForecast,\n} from '../../model/crm-reports'\n\n/**\n * The same window the pipeline card reads, under the SAME cache key and\n * the same dependencies, so the two cards cost one read between them —\n * `useAggregateRead` joins a read already in the air for the key. The\n * numbers must match the pipeline card's query exactly or the key would\n * name two different questions.\n */\nconst OPEN_DEAL_CEILING = 1000\nconst PIPELINE_CEILING = 20\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface ForecastCardProps {\n  report: CrmReportScope\n}\n\n/** `Sep 2026` — the month a column is. */\nfunction monthLabel(startMs: number): string {\n  return new Date(startMs).toLocaleDateString(undefined, { month: 'short', year: 'numeric' })\n}\n\n/**\n * Forecast by close month (AGL-2620): the open pipeline laid out by the\n * month each deal is expected to close, for the next six, per pipeline,\n * at face value and weighted by the stage.\n *\n * Not period-scoped, like the pipeline card and for the same reason: the\n * forecast is what is open NOW, looked at forward. Deals with no expected\n * close are their own row rather than a footnote — that row is the size\n * of the pipeline nobody has scheduled, which is the number the picker\n * of a close date most needs to see — and deals dated before this month\n * (overdue) or past the sixth (later) are rows too, so the column adds up\n * to the pipeline.\n */\nexport function ForecastCard(props: ForecastCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs } = report\n  const firestore = useFirestore()\n\n  const dealWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'open'),\n        orderBy('updatedAt', 'desc'),\n        limit(OPEN_DEAL_CEILING + 1),\n      ),\n    OPEN_DEAL_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:deals') },\n  )\n  const pipelineWindow = useWindowRead<PipelineRow>(\n    () =>\n      collectionCeiling(\n        query(scopedCollection(firestore, scope, 'pipelines'), ...visibleToClause(tokens)),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n\n  const forecast = useMemo(\n    () => forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs),\n    [dealWindow.rows, pipelineWindow.rows, nowMs],\n  )\n  const currency = useMemo(() => currencyOfDeals(dealWindow.rows), [dealWindow.rows])\n  const read = dealWindow.status === 'success' && pipelineWindow.status === 'success'\n  const failed = dealWindow.status === 'error' || pipelineWindow.status === 'error'\n\n  // A pipeline with nothing open is still a column; an unknown pipeline id\n  // is a column named for what it is.\n  const columns = forecast.pipelines\n  const manyColumns = columns.length > 1\n\n  const rows: Array<{ key: string; label: string; cellOf: (row: PipelineForecast) => ForecastCell; total: ForecastCell; muted?: boolean }> = [\n    {\n      key: 'overdue',\n      label: 'Before this month',\n      cellOf: (row) => row.overdue,\n      total: forecast.overdue,\n      muted: true,\n    },\n    ...forecast.buckets.map((bucket, index) => ({\n      key: bucket.key,\n      label: monthLabel(bucket.start),\n      cellOf: (row: PipelineForecast) => row.months[index],\n      total: forecast.months[index],\n    })),\n    {\n      key: 'later',\n      label: 'Later',\n      cellOf: (row) => row.later,\n      total: forecast.later,\n      muted: true,\n    },\n    {\n      key: 'undated',\n      label: 'No expected close',\n      cellOf: (row) => row.undated,\n      total: forecast.undated,\n      muted: true,\n    },\n  ].filter((row) => row.key !== 'overdue' && row.key !== 'later' ? true : row.total.count > 0)\n\n  const cell = (value: ForecastCell, code: string) =>\n    value.count === 0 ? (\n      <Typography variant=\"body2\" color=\"text.disabled\">\n        {'—'}\n      </Typography>\n    ) : (\n      <Stack sx={{ lineHeight: 1.2 }}>\n        <Typography variant=\"body2\">{money(value.amountCents, code)}</Typography>\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`${money(value.weightedCents, code)} weighted · ${plural(value.count, 'deal')}`}\n        </Typography>\n      </Stack>\n    )\n\n  return (\n    <CardDisplay\n      header={'Forecast by close month'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#forecast-by-close-month',\n        excerpt:\n          'Every open deal by the month it is expected to close, for the ' +\n          'next six months and per pipeline, at face value and weighted by ' +\n          'its stage. Deals with no expected close are their own row.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Typography variant=\"body2\" color=\"warning.main\">\n            {'The forecast could not be read.'}\n          </Typography>\n        ) : !read ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ) : forecast.total.count === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : (\n          <Box>\n            <ScrollTable size=\"small\" aria-label=\"Forecast by close month\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Expected close'}</TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {column.name || 'Pipeline not visible'}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? <TableCell align=\"right\">{'All pipelines'}</TableCell> : null}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.key} data-forecast-row={row.key}>\n                    <TableCell>\n                      <Typography variant=\"body2\" color={row.muted ? 'text.secondary' : undefined}>\n                        {row.label}\n                      </Typography>\n                    </TableCell>\n                    {columns.map((column) => (\n                      <TableCell key={column.pipelineId} align=\"right\">\n                        {cell(row.cellOf(column), currency.currency)}\n                      </TableCell>\n                    ))}\n                    {manyColumns ? (\n                      <TableCell align=\"right\">{cell(row.total, currency.currency)}</TableCell>\n                    ) : null}\n                  </TableRow>\n                ))}\n                <TableRow>\n                  <TableCell>\n                    <Typography variant=\"subtitle2\">{'Open pipeline'}</Typography>\n                  </TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {cell(column.total, currency.currency)}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? (\n                    <TableCell align=\"right\">{cell(forecast.total, currency.currency)}</TableCell>\n                  ) : null}\n                </TableRow>\n              </TableBody>\n            </ScrollTable>\n          </Box>\n        )}\n        {read && currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the figures add them as numbers and show ${currency.currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {read && dealWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`From the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`}\n          </Typography>\n        ) : null}\n        {read && pipelineWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Only the first ${PIPELINE_CEILING} pipelines are named.`}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nForecastCard.displayName = 'ForecastCard'\n\nexport default ForecastCard\n"],"names":["Aglyn","money","CardDisplay","ScrollTable","Box","Stack","TableBody","TableCell","TableHead","TableRow","Typography","limit","orderBy","query","where","useMemo","useFirestore","collectionCeiling","plural","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","currencyOfDeals","forecastByCloseMonth","OPEN_DEAL_CEILING","PIPELINE_CEILING","monthLabel","startMs","Date","toLocaleDateString","undefined","month","year","ForecastCard","props","report","scope","tokens","nowMs","firestore","dealWindow","cacheKey","pipelineWindow","forecast","rows","currency","read","status","failed","columns","pipelines","manyColumns","length","key","label","cellOf","row","overdue","total","muted","buckets","map","bucket","index","start","months","later","undated","filter","count","cell","value","code","variant","color","sx","lineHeight","amountCents","weightedCents","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","size","aria-label","column","align","name","pipelineId","data-forecast-row","mixed","toUpperCase","truncated","toLocaleString","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,KAAK,QAAQ,6DAA4D;AAClF,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,GAAG,EACHC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,EAAEC,KAAK,QAAQ,qBAAoB;AACjE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,iBAAiB,QAAQ,+DAA8D;AAChG,SAASC,MAAM,QAAQ,qBAAiB;AACxC,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,aAAa,QAAQ,0BAAsB;AACpD,SACEC,eAAe,EACfC,oBAAoB,QAGf,6BAAyB;AAEhC;;;;;;CAMC,GACD,MAAMC,oBAAoB;AAC1B,MAAMC,mBAAmB;AASzB,wCAAwC,GACxC,SAASC,WAAWC,OAAe;IACjC,OAAO,IAAIC,KAAKD,SAASE,kBAAkB,CAACC,WAAW;QAAEC,OAAO;QAASC,MAAM;IAAU;AAC3F;AAEA;;;;;;;;;;;;CAYC,GACD,OAAO,SAASC,aAAaC,KAAwB;IACnD,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAE,GAAGH;IACjC,MAAMI,YAAYxB;IAElB,MAAMyB,aAAanB,cACjB,IACET,MACEO,iBAAiBoB,WAAWH,OAAO,aAChChB,gBAAgBiB,SACnBxB,MAAM,UAAU,MAAM,SACtBF,QAAQ,aAAa,SACrBD,MAAMc,oBAAoB,KAE9BA,mBACA;QAACe;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEG,UAAUvB,eAAeiB,QAAQ;IAAkB;IAEvD,MAAMO,iBAAiBrB,cACrB,IACEL,kBACEJ,MAAMO,iBAAiBoB,WAAWH,OAAO,iBAAiBhB,gBAAgBiB,UAC1EZ,mBAEJA,kBACA;QAACc;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEG,UAAUvB,eAAeiB,QAAQ;IAAsB;IAG3D,MAAMQ,WAAW7B,QACf,IAAMS,qBAAqBiB,WAAWI,IAAI,EAAEF,eAAeE,IAAI,EAAEN,QACjE;QAACE,WAAWI,IAAI;QAAEF,eAAeE,IAAI;QAAEN;KAAM;IAE/C,MAAMO,WAAW/B,QAAQ,IAAMQ,gBAAgBkB,WAAWI,IAAI,GAAG;QAACJ,WAAWI,IAAI;KAAC;IAClF,MAAME,OAAON,WAAWO,MAAM,KAAK,aAAaL,eAAeK,MAAM,KAAK;IAC1E,MAAMC,SAASR,WAAWO,MAAM,KAAK,WAAWL,eAAeK,MAAM,KAAK;IAE1E,yEAAyE;IACzE,oCAAoC;IACpC,MAAME,UAAUN,SAASO,SAAS;IAClC,MAAMC,cAAcF,QAAQG,MAAM,GAAG;IAErC,MAAMR,OAAqI;QACzI;YACES,KAAK;YACLC,OAAO;YACPC,QAAQ,CAACC,MAAQA,IAAIC,OAAO;YAC5BC,OAAOf,SAASc,OAAO;YACvBE,OAAO;QACT;WACGhB,SAASiB,OAAO,CAACC,GAAG,CAAC,CAACC,QAAQC,QAAW,CAAA;gBAC1CV,KAAKS,OAAOT,GAAG;gBACfC,OAAO5B,WAAWoC,OAAOE,KAAK;gBAC9BT,QAAQ,CAACC,MAA0BA,IAAIS,MAAM,CAACF,MAAM;gBACpDL,OAAOf,SAASsB,MAAM,CAACF,MAAM;YAC/B,CAAA;QACA;YACEV,KAAK;YACLC,OAAO;YACPC,QAAQ,CAACC,MAAQA,IAAIU,KAAK;YAC1BR,OAAOf,SAASuB,KAAK;YACrBP,OAAO;QACT;QACA;YACEN,KAAK;YACLC,OAAO;YACPC,QAAQ,CAACC,MAAQA,IAAIW,OAAO;YAC5BT,OAAOf,SAASwB,OAAO;YACvBR,OAAO;QACT;KACD,CAACS,MAAM,CAAC,CAACZ,MAAQA,IAAIH,GAAG,KAAK,aAAaG,IAAIH,GAAG,KAAK,UAAU,OAAOG,IAAIE,KAAK,CAACW,KAAK,GAAG;IAE1F,MAAMC,OAAO,CAACC,OAAqBC,OACjCD,MAAMF,KAAK,KAAK,kBACd,KAAC5D;YAAWgE,SAAQ;YAAQC,OAAM;sBAC/B;2BAGH,MAACtE;YAAMuE,IAAI;gBAAEC,YAAY;YAAI;;8BAC3B,KAACnE;oBAAWgE,SAAQ;8BAASzE,MAAMuE,MAAMM,WAAW,EAAEL;;8BACtD,KAAC/D;oBAAWgE,SAAQ;oBAAUC,OAAM;8BACjC,GAAG1E,MAAMuE,MAAMO,aAAa,EAAEN,MAAM,YAAY,EAAEvD,OAAOsD,MAAMF,KAAK,EAAE,SAAS;;;;IAKxF,qBACE,KAACpE;QACC8E,QAAQ;QACRC,MAAMjF,MAAMkF,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,mEACA,qEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACjF;YAAMkF,SAAS;;gBACbtC,uBACC,KAACvC;oBAAWgE,SAAQ;oBAAQC,OAAM;8BAC/B;qBAED,CAAC5B,qBACH,KAACrC;oBAAWgE,SAAQ;oBAAQC,OAAM;8BAC/B;qBAED/B,SAASe,KAAK,CAACW,KAAK,KAAK,kBAC3B,KAAC5D;oBAAWgE,SAAQ;oBAAQC,OAAM;8BAC/B;mCAGH,KAACvE;8BACC,cAAA,MAACD;wBAAYqF,MAAK;wBAAQC,cAAW;;0CACnC,KAACjF;0CACC,cAAA,MAACC;;sDACC,KAACF;sDAAW;;wCACX2C,QAAQY,GAAG,CAAC,CAAC4B,uBACZ,KAACnF;gDAAkCoF,OAAM;0DACtCD,OAAOE,IAAI,IAAI;+CADFF,OAAOG,UAAU;wCAIlCzC,4BAAc,KAAC7C;4CAAUoF,OAAM;sDAAS;6CAA+B;;;;0CAG5E,MAACrF;;oCACEuC,KAAKiB,GAAG,CAAC,CAACL,oBACT,MAAChD;4CAAuBqF,qBAAmBrC,IAAIH,GAAG;;8DAChD,KAAC/C;8DACC,cAAA,KAACG;wDAAWgE,SAAQ;wDAAQC,OAAOlB,IAAIG,KAAK,GAAG,mBAAmB7B;kEAC/D0B,IAAIF,KAAK;;;gDAGbL,QAAQY,GAAG,CAAC,CAAC4B,uBACZ,KAACnF;wDAAkCoF,OAAM;kEACtCpB,KAAKd,IAAID,MAAM,CAACkC,SAAS5C,SAASA,QAAQ;uDAD7B4C,OAAOG,UAAU;gDAIlCzC,4BACC,KAAC7C;oDAAUoF,OAAM;8DAASpB,KAAKd,IAAIE,KAAK,EAAEb,SAASA,QAAQ;qDACzD;;2CAbSW,IAAIH,GAAG;kDAgBxB,MAAC7C;;0DACC,KAACF;0DACC,cAAA,KAACG;oDAAWgE,SAAQ;8DAAa;;;4CAElCxB,QAAQY,GAAG,CAAC,CAAC4B,uBACZ,KAACnF;oDAAkCoF,OAAM;8DACtCpB,KAAKmB,OAAO/B,KAAK,EAAEb,SAASA,QAAQ;mDADvB4C,OAAOG,UAAU;4CAIlCzC,4BA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package/src/lib/components/reports/lead-funnel-card.js

@@ -31,6 +31,7 @@ import { plural, reportFilename } from "./report-format.js";
 import { reportCacheKey } from "./report-scope.js";
 import { ReportStatTile } from "./report-stat-tile.js";
 import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+import { deltaPercent, leadFunnel } from "../../model/crm-reports.js";
 /**
  * How many of the period's leads the funnel is placed from — the Leads
  * section's own window, over the period rather than over everything.
@@ -58,7 +59,9 @@ const LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {
  * `visibleTo` is the site's tokens under a site, and `null` at the
  * organization level where an org-wide member reads without a clause. The
  * range stays a single-field one; with the scope clause it composes with the
- * `visibleTo` + `firstSeenAtMs` entry in `cloud/firebase-firestore.indexes.json`.
+ * `visibleTo` + `firstSeenAtMs` entries in `cloud/firebase-firestore.indexes.json`
+ * — the descending one for the window, the ascending one for the counts,
+ * which name no order (AGL-3443).
  */ function leadsBetween(firestore, orgId, visibleTo, from, to) {
     return query(collection(firestore, 'orgs', orgId, 'leads'), ...visibleTo ? [
         where('visibleTo', 'array-contains-any', [
@@ -162,7 +165,7 @@ SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
  * out a quiet one has nothing left to balance. One aggregate and one
  * bounded read, unscoped, as an org-wide member's reads are.
  */ function OrgLeadFunnelCard(props) {
-    var _ref, _ref1;
+    var _ref;
     const { report } = props;
     const { range } = report;
     const firestore = useFirestore();
@@ -170,7 +173,6 @@ SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
     const hostIds = useMemo(()=>(mount == null ? void 0 : mount.hostsReady) ? mount.hosts.map((host)=>host.id) : null, [
         mount
     ]);
-    const key = (_ref = hostIds == null ? void 0 : hostIds.join('\n')) != null ? _ref : '';
     /*
    * ONE READ, not one per site (AGL-3275). The sites share a collection now,
    * so a lead two brands in a consent group both hold would be counted once
@@ -209,7 +211,7 @@ SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
     }, [
         merged
     ]);
-    const sites = (_ref1 = hostIds == null ? void 0 : hostIds.length) != null ? _ref1 : 0;
+    const sites = (_ref = hostIds == null ? void 0 : hostIds.length) != null ? _ref : 0;
     const figures = captured.value;
     const sampled = window.status === 'success' && (window.truncated || figures !== null && figures.current > window.rows.length);
     return /*#__PURE__*/ _jsx(LeadFunnelBody, {
@@ -229,7 +231,7 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
     const { report, subheader, captured, window, caption, errorText } = props;
     const { period, routes } = report;
     const status = window.status;
-    const funnel = useMemo(()=>Aglyn.leadFunnel(window.rows), [
+    const funnel = useMemo(()=>leadFunnel(window.rows), [
         window
     ]);
     const read = status === 'success';
@@ -300,7 +302,7 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
                         /*#__PURE__*/ _jsx(ReportStatTile, {
                             label: 'Leads captured',
                             value: figures ? figures.current.toLocaleString() : null,
-                            deltaPct: figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null,
+                            deltaPct: figures ? deltaPercent(figures.current, figures.previous) : null,
                             note: 'first seen in the period',
                             href: routes.section('leads')
                         }),

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 ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'The organization’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => Aglyn.leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('lead-funnel', period)}\n              columns={COLUMNS}\n              rows={() => [\n                ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n                  'Status',\n                  Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n                  funnel.byStatus[leadStatus],\n                  share(funnel.byStatus[leadStatus], funnel.total) ?? 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'nobody captured in the period'\n                  : undefined\n                : `${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' ? 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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'\nimport { deltaPercent, leadFunnel } from '../../model/crm-reports'\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` entries in `cloud/firebase-firestore.indexes.json`\n * — the descending one for the window, the ascending one for the counts,\n * which name no order (AGL-3443).\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\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(() => 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 ? 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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package/src/lib/components/reports/pipeline-card.js

@@ -31,6 +31,7 @@ import { plural, reportFilename, shortDate } 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 { currencyOfDeals, pipelineTotals } from "../../model/crm-reports.js";
 /**
  * How many open deals the by-stage chart, the forecast and the top-deals
  * table are read from.
@@ -116,7 +117,7 @@ const TOP_DEALS = 10;
             var _byPipeline_get;
             return {
                 pipeline,
-                totals: Aglyn.pipelineTotals((_byPipeline_get = byPipeline.get(pipeline.$id)) != null ? _byPipeline_get : [], pipeline)
+                totals: pipelineTotals((_byPipeline_get = byPipeline.get(pipeline.$id)) != null ? _byPipeline_get : [], pipeline)
             };
         });
         const known = new Set(pipelineWindow.rows.map((pipeline)=>pipeline.$id));
@@ -137,11 +138,11 @@ const TOP_DEALS = 10;
         }).slice(0, TOP_DEALS);
         return {
             pipelines,
-            orphanTotals: Aglyn.pipelineTotals(orphans, null),
+            orphanTotals: pipelineTotals(orphans, null),
             weightedCents: pipelines.reduce((total, entry)=>total + entry.totals.weightedCents, 0),
             top,
             stageName,
-            currency: Aglyn.currencyOfDeals(dealWindow.rows)
+            currency: currencyOfDeals(dealWindow.rows)
         };
     }, [
         dealWindow,