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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/pipeline-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  count,\n  getAggregateFromServer,\n  limit,\n  orderBy,\n  query,\n  sum,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename, shortDate } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many open deals the by-stage chart, the forecast and the top-deals\n * table are read from.\n *\n * The count and the face value of the pipeline are server aggregates and\n * never meet this bound. The forecast cannot be: it weights each deal by\n * ITS stage's odds, which is a join the server will not do, so it reads the\n * deals and says so when there were more than this.\n */\nconst OPEN_DEAL_CEILING = 1000\n/** More pipelines than this is a shape nobody has asked for; the probe says if it happens. */\nconst PIPELINE_CEILING = 20\nconst TOP_DEALS = 10\n\n/** The top-deals table's columns, which are also the CSV's — the amount split from its currency there. */\nconst TOP_DEAL_COLUMNS = ['Deal', 'Stage', 'Expected close', 'Amount', 'Currency'] as const\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface PipelineCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The open pipeline: how many deals, what they add up to, what they are\n * worth at their stage odds, where they sit, and the largest of them\n * (AGL-2604).\n *\n * Not period-scoped, deliberately. A pipeline is a stock, not a flow — what\n * is open NOW — and a \"pipeline over the last 30 days\" would be a report on\n * deals created in a window, which is a different question with a different\n * answer. The period picker governs the cards that measure flows.\n */\nexport function PipelineCard(props: PipelineCardProps) {\n  const { report } = props\n  const { scope, tokens, routes, nowMs } = report\n  const firestore = useFirestore()\n\n  const open = useAggregateRead(\n    () =>\n      getAggregateFromServer(\n        query(\n          scopedCollection(firestore, scope, 'deals'),\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n        ),\n        { count: count(), amountCents: sum('amountCents') },\n      ).then((snapshot) => ({\n        count: Number(snapshot.data().count ?? 0),\n        amountCents: Number(snapshot.data().amountCents ?? 0),\n      })),\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:open') },\n  )\n\n  /**\n   * The open deals, most recently updated first — the order the\n   * `(visibleTo, status, updatedAt)` index the deals list already uses can\n   * serve, so the report adds no index for this read.\n   */\n  const dealWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'open'),\n        orderBy('updatedAt', 'desc'),\n        limit(OPEN_DEAL_CEILING + 1),\n      ),\n    OPEN_DEAL_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:deals') },\n  )\n  const pipelineWindow = useWindowRead<PipelineRow>(\n    () =>\n      collectionCeiling(\n        query(\n          scopedCollection(firestore, scope, 'pipelines'),\n          ...visibleToClause(tokens),\n        ),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n  const dealsStatus = dealWindow.status\n\n  const summary = useMemo(() => {\n    const byPipeline = new Map<string, DealRow[]>()\n    for (const deal of dealWindow.rows) {\n      const key = deal.pipelineId ?? ''\n      const list = byPipeline.get(key) ?? []\n      list.push(deal)\n      byPipeline.set(key, list)\n    }\n    // Every active pipeline is charted even with nothing open; an archived\n    // one only while a deal still sits open in it — the forecast card's\n    // rule, so the two cards name the same pipelines.\n    const pipelines = pipelineWindow.rows\n      .filter((pipeline) => !Aglyn.isPipelineArchived(pipeline) || byPipeline.has(pipeline.$id))\n      .map((pipeline) => ({\n        pipeline,\n        totals: Aglyn.pipelineTotals(byPipeline.get(pipeline.$id) ?? [], pipeline),\n      }))\n    const known = new Set(pipelineWindow.rows.map((pipeline) => pipeline.$id))\n    const orphans = dealWindow.rows.filter(\n      (deal) => !known.has(deal.pipelineId ?? ''),\n    )\n    const stageName = (deal: DealRow): string =>\n      Aglyn.dealStageById(\n        pipelineWindow.rows.find((pipeline) => pipeline.$id === deal.pipelineId),\n        deal.stageId,\n      )?.name ?? deal.stageId\n    const top = [...dealWindow.rows]\n      .sort(\n        (a, b) => Number(b.amountCents ?? 0) - Number(a.amountCents ?? 0),\n      )\n      .slice(0, TOP_DEALS)\n    return {\n      pipelines,\n      orphanTotals: Aglyn.pipelineTotals(orphans, null),\n      weightedCents: pipelines.reduce(\n        (total, entry) => total + entry.totals.weightedCents,\n        0,\n      ),\n      top,\n      stageName,\n      currency: Aglyn.currencyOfDeals(dealWindow.rows),\n    }\n  }, [dealWindow, pipelineWindow])\n  // Open deals with nothing scheduled (AGL-2661), off the same window.\n  const stuck = useMemo(() => Aglyn.stuckDeals(dealWindow.rows), [dealWindow.rows])\n\n  const currency = summary.currency.currency\n  const dealsRead = dealsStatus === 'success'\n\n  return (\n    <CardDisplay\n      header={'Pipeline'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#pipeline',\n        excerpt:\n          'Every open deal: how many, what they add up to, and what they ' +\n          'are worth once each is weighted by the odds of its stage. Not ' +\n          'tied to the period — a pipeline is what is open now.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('top-open-deals')}\n            columns={TOP_DEAL_COLUMNS}\n            rows={() =>\n              summary.top.map((deal) => [\n                deal.title || deal.$id,\n                summary.stageName(deal),\n                typeof deal.expectedCloseAtMs === 'number' && deal.expectedCloseAtMs > 0\n                  ? new Date(deal.expectedCloseAtMs).toISOString().slice(0, 10)\n                  : '',\n                (Number(deal.amountCents ?? 0) / 100).toFixed(2),\n                String(deal.currency || currency).toUpperCase(),\n              ])\n            }\n            disabled={!dealsRead || !summary.top.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open deals'}\n            value={open.value ? open.value.count.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Pipeline value'}\n            value={open.value ? money(open.value.amountCents, currency) : null}\n            note={'face value of every open deal'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Weighted forecast'}\n            value={dealsRead ? money(summary.weightedCents, currency) : null}\n            note={\n              dealWindow.truncated\n                ? `from the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated`\n                : 'each deal at its stage odds'\n            }\n          />\n          {/*\n            Open deals with no open task against them (AGL-2661): the ones\n            nobody has a next step for. Painted as a warning above zero,\n            because a deal with nothing planned is a deal going nowhere; the\n            tile opens the deals list, whose \"No next activity\" chip lists\n            them.\n          */}\n          <ReportStatTile\n            label={'Stuck deals'}\n            value={dealsRead ? stuck.count.toLocaleString() : null}\n            note={'open, with no next activity'}\n            riseIsGood={false}\n            color={stuck.count > 0 ? 'warning.main' : undefined}\n            href={routes.section('deals')}\n          />\n        </Stack>\n        {open.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The deal totals could not be read.'}\n          </Alert>\n        ) : null}\n        {summary.currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the totals add them as numbers and show ${currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {dealsRead && !summary.pipelines.length && !dealWindow.rows.length ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : null}\n        {summary.pipelines.map(({ pipeline, totals }) => (\n          <Section key={pipeline.$id} title={pipeline.name || 'Pipeline'}>\n            <ReportBreakdown\n              rows={[\n                ...totals.stages.map((row) => ({\n                  key: row.stage.id,\n                  label: row.stage.name,\n                  value: row.amountCents,\n                  display: money(row.amountCents, currency),\n                  note: `${plural(row.count, 'deal')} · ${money(row.weightedCents, currency)} weighted`,\n                })),\n                ...(totals.unplaced.count\n                  ? [\n                      {\n                        key: '$unplaced',\n                        label: 'Stage no longer in this pipeline',\n                        value: totals.unplaced.amountCents,\n                        display: money(totals.unplaced.amountCents, currency),\n                        note: `${plural(totals.unplaced.count, 'deal')} · not forecast`,\n                        color: 'warning.main',\n                      },\n                    ]\n                  : []),\n              ]}\n              emptyText={'This pipeline has no open stages.'}\n            />\n          </Section>\n        ))}\n        {summary.orphanTotals.count ? (\n          <Section title={'Deals in no pipeline'}>\n            <ReportBreakdown\n              rows={[\n                {\n                  key: '$orphans',\n                  label: 'No pipeline',\n                  value: summary.orphanTotals.amountCents,\n                  display: money(summary.orphanTotals.amountCents, currency),\n                  note: `${plural(summary.orphanTotals.count, 'deal')} · not forecast`,\n                  color: 'warning.main',\n                },\n              ]}\n              emptyText={''}\n            />\n          </Section>\n        ) : null}\n        {pipelineWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Only the first ${PIPELINE_CEILING} pipelines are charted.`}\n          </Typography>\n        ) : null}\n        {summary.top.length ? (\n          <Section title={'Top open deals'}>\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Deal'}</TableCell>\n                  <TableCell>{'Stage'}</TableCell>\n                  <TableCell>{'Expected close'}</TableCell>\n                  <TableCell align=\"right\">{'Amount'}</TableCell>\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {summary.top.map((deal) => (\n                  <TableRow key={deal.$id}>\n                    <TableCell>\n                      <AppLink href={routes.deal(deal.$id)}>\n                        {deal.title || deal.$id}\n                      </AppLink>\n                    </TableCell>\n                    <TableCell>{summary.stageName(deal)}</TableCell>\n                    <TableCell>{shortDate(deal.expectedCloseAtMs)}</TableCell>\n                    <TableCell align=\"right\">\n                      {money(\n                        Number(deal.amountCents ?? 0),\n                        String(deal.currency || currency),\n                      )}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n            {/* What the ranking, and so the export, is drawn from when that is not everything. */}\n            {dealWindow.truncated ? (\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {`Ranked within the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`}\n              </Typography>\n            ) : null}\n          </Section>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nPipelineCard.displayName = 'PipelineCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/pipeline-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  count,\n  getAggregateFromServer,\n  limit,\n  orderBy,\n  query,\n  sum,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename, shortDate } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { currencyOfDeals, pipelineTotals } from '../../model/crm-reports'\n\n/**\n * How many open deals the by-stage chart, the forecast and the top-deals\n * table are read from.\n *\n * The count and the face value of the pipeline are server aggregates and\n * never meet this bound. The forecast cannot be: it weights each deal by\n * ITS stage's odds, which is a join the server will not do, so it reads the\n * deals and says so when there were more than this.\n */\nconst OPEN_DEAL_CEILING = 1000\n/** More pipelines than this is a shape nobody has asked for; the probe says if it happens. */\nconst PIPELINE_CEILING = 20\nconst TOP_DEALS = 10\n\n/** The top-deals table's columns, which are also the CSV's — the amount split from its currency there. */\nconst TOP_DEAL_COLUMNS = ['Deal', 'Stage', 'Expected close', 'Amount', 'Currency'] as const\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface PipelineCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The open pipeline: how many deals, what they add up to, what they are\n * worth at their stage odds, where they sit, and the largest of them\n * (AGL-2604).\n *\n * Not period-scoped, deliberately. A pipeline is a stock, not a flow — what\n * is open NOW — and a \"pipeline over the last 30 days\" would be a report on\n * deals created in a window, which is a different question with a different\n * answer. The period picker governs the cards that measure flows.\n */\nexport function PipelineCard(props: PipelineCardProps) {\n  const { report } = props\n  const { scope, tokens, routes, nowMs } = report\n  const firestore = useFirestore()\n\n  const open = useAggregateRead(\n    () =>\n      getAggregateFromServer(\n        query(\n          scopedCollection(firestore, scope, 'deals'),\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n        ),\n        { count: count(), amountCents: sum('amountCents') },\n      ).then((snapshot) => ({\n        count: Number(snapshot.data().count ?? 0),\n        amountCents: Number(snapshot.data().amountCents ?? 0),\n      })),\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:open') },\n  )\n\n  /**\n   * The open deals, most recently updated first — the order the\n   * `(visibleTo, status, updatedAt)` index the deals list already uses can\n   * serve, so the report adds no index for this read.\n   */\n  const dealWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'open'),\n        orderBy('updatedAt', 'desc'),\n        limit(OPEN_DEAL_CEILING + 1),\n      ),\n    OPEN_DEAL_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:deals') },\n  )\n  const pipelineWindow = useWindowRead<PipelineRow>(\n    () =>\n      collectionCeiling(\n        query(\n          scopedCollection(firestore, scope, 'pipelines'),\n          ...visibleToClause(tokens),\n        ),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n  const dealsStatus = dealWindow.status\n\n  const summary = useMemo(() => {\n    const byPipeline = new Map<string, DealRow[]>()\n    for (const deal of dealWindow.rows) {\n      const key = deal.pipelineId ?? ''\n      const list = byPipeline.get(key) ?? []\n      list.push(deal)\n      byPipeline.set(key, list)\n    }\n    // Every active pipeline is charted even with nothing open; an archived\n    // one only while a deal still sits open in it — the forecast card's\n    // rule, so the two cards name the same pipelines.\n    const pipelines = pipelineWindow.rows\n      .filter((pipeline) => !Aglyn.isPipelineArchived(pipeline) || byPipeline.has(pipeline.$id))\n      .map((pipeline) => ({\n        pipeline,\n        totals: pipelineTotals(byPipeline.get(pipeline.$id) ?? [], pipeline),\n      }))\n    const known = new Set(pipelineWindow.rows.map((pipeline) => pipeline.$id))\n    const orphans = dealWindow.rows.filter(\n      (deal) => !known.has(deal.pipelineId ?? ''),\n    )\n    const stageName = (deal: DealRow): string =>\n      Aglyn.dealStageById(\n        pipelineWindow.rows.find((pipeline) => pipeline.$id === deal.pipelineId),\n        deal.stageId,\n      )?.name ?? deal.stageId\n    const top = [...dealWindow.rows]\n      .sort(\n        (a, b) => Number(b.amountCents ?? 0) - Number(a.amountCents ?? 0),\n      )\n      .slice(0, TOP_DEALS)\n    return {\n      pipelines,\n      orphanTotals: pipelineTotals(orphans, null),\n      weightedCents: pipelines.reduce(\n        (total, entry) => total + entry.totals.weightedCents,\n        0,\n      ),\n      top,\n      stageName,\n      currency: currencyOfDeals(dealWindow.rows),\n    }\n  }, [dealWindow, pipelineWindow])\n  // Open deals with nothing scheduled (AGL-2661), off the same window.\n  const stuck = useMemo(() => Aglyn.stuckDeals(dealWindow.rows), [dealWindow.rows])\n\n  const currency = summary.currency.currency\n  const dealsRead = dealsStatus === 'success'\n\n  return (\n    <CardDisplay\n      header={'Pipeline'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#pipeline',\n        excerpt:\n          'Every open deal: how many, what they add up to, and what they ' +\n          'are worth once each is weighted by the odds of its stage. Not ' +\n          'tied to the period — a pipeline is what is open now.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('top-open-deals')}\n            columns={TOP_DEAL_COLUMNS}\n            rows={() =>\n              summary.top.map((deal) => [\n                deal.title || deal.$id,\n                summary.stageName(deal),\n                typeof deal.expectedCloseAtMs === 'number' && deal.expectedCloseAtMs > 0\n                  ? new Date(deal.expectedCloseAtMs).toISOString().slice(0, 10)\n                  : '',\n                (Number(deal.amountCents ?? 0) / 100).toFixed(2),\n                String(deal.currency || currency).toUpperCase(),\n              ])\n            }\n            disabled={!dealsRead || !summary.top.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open deals'}\n            value={open.value ? open.value.count.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Pipeline value'}\n            value={open.value ? money(open.value.amountCents, currency) : null}\n            note={'face value of every open deal'}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Weighted forecast'}\n            value={dealsRead ? money(summary.weightedCents, currency) : null}\n            note={\n              dealWindow.truncated\n                ? `from the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated`\n                : 'each deal at its stage odds'\n            }\n          />\n          {/*\n            Open deals with no open task against them (AGL-2661): the ones\n            nobody has a next step for. Painted as a warning above zero,\n            because a deal with nothing planned is a deal going nowhere; the\n            tile opens the deals list, whose \"No next activity\" chip lists\n            them.\n          */}\n          <ReportStatTile\n            label={'Stuck deals'}\n            value={dealsRead ? stuck.count.toLocaleString() : null}\n            note={'open, with no next activity'}\n            riseIsGood={false}\n            color={stuck.count > 0 ? 'warning.main' : undefined}\n            href={routes.section('deals')}\n          />\n        </Stack>\n        {open.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The deal totals could not be read.'}\n          </Alert>\n        ) : null}\n        {summary.currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the totals add them as numbers and show ${currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {dealsRead && !summary.pipelines.length && !dealWindow.rows.length ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : null}\n        {summary.pipelines.map(({ pipeline, totals }) => (\n          <Section key={pipeline.$id} title={pipeline.name || 'Pipeline'}>\n            <ReportBreakdown\n              rows={[\n                ...totals.stages.map((row) => ({\n                  key: row.stage.id,\n                  label: row.stage.name,\n                  value: row.amountCents,\n                  display: money(row.amountCents, currency),\n                  note: `${plural(row.count, 'deal')} · ${money(row.weightedCents, currency)} weighted`,\n                })),\n                ...(totals.unplaced.count\n                  ? [\n                      {\n                        key: '$unplaced',\n                        label: 'Stage no longer in this pipeline',\n                        value: totals.unplaced.amountCents,\n                        display: money(totals.unplaced.amountCents, currency),\n                        note: `${plural(totals.unplaced.count, 'deal')} · not forecast`,\n                        color: 'warning.main',\n                      },\n                    ]\n                  : []),\n              ]}\n              emptyText={'This pipeline has no open stages.'}\n            />\n          </Section>\n        ))}\n        {summary.orphanTotals.count ? 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(\n          <Section title={'Top open deals'}>\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Deal'}</TableCell>\n                  <TableCell>{'Stage'}</TableCell>\n                  <TableCell>{'Expected close'}</TableCell>\n                  <TableCell align=\"right\">{'Amount'}</TableCell>\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {summary.top.map((deal) => (\n                  <TableRow key={deal.$id}>\n                    <TableCell>\n                      <AppLink href={routes.deal(deal.$id)}>\n                        {deal.title || deal.$id}\n                      </AppLink>\n                    </TableCell>\n                    <TableCell>{summary.stageName(deal)}</TableCell>\n                    <TableCell>{shortDate(deal.expectedCloseAtMs)}</TableCell>\n                    <TableCell align=\"right\">\n                      {money(\n                        Number(deal.amountCents ?? 0),\n                        String(deal.currency || currency),\n                      )}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n            {/* What the ranking, and so the export, is drawn from when that is not everything. */}\n            {dealWindow.truncated ? (\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {`Ranked within the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`}\n              </Typography>\n            ) : null}\n          </Section>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nPipelineCard.displayName = 'PipelineCard'\n\nexport default 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package/src/lib/components/reports/report-format.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { CrmReportPeriod } from '@aglyn/aglyn';
+import type { CrmReportPeriod } from '../../model/crm-reports';
 /**
  * The label under one week's bar — the day the week starts, as `Sep 1`.
  *

package/src/lib/components/reports/report-format.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-format.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmReportPeriod } from '@aglyn/aglyn'\n\n/**\n * The label under one week's bar — the day the week starts, as `Sep 1`.\n *\n * The start alone, because a bar is narrow: \"Sep 1 – Sep 7\" under thirteen\n * bars truncates to nothing readable, and the reader knows every bar is a\n * week because the chart said so.\n */\nexport function weekLabel(startMs: number): string {\n  return new Date(startMs).toLocaleDateString(undefined, {\n    month: 'short',\n    day: 'numeric',\n  })\n}\n\n/**\n * The name of a report table's CSV — `crm-activity-30d.csv` — so a folder\n * of downloads says which card and which period each file came from. The\n * cards that describe a stock rather than a flow — the open pipeline, the\n * open tasks — have no period and name none.\n */\nexport function reportFilename(card: string, period?: CrmReportPeriod): string {\n  return `crm-${card}${period ? `-${period}` : ''}.csv`\n}\n\n/** A date in a table cell, or a dash for none. */\nexport function shortDate(ms: number | null | undefined): string {\n  return typeof ms === 'number' && Number.isFinite(ms) && ms > 0\n    ? new Date(ms).toLocaleDateString()\n    : '—'\n}\n\n/** `1 deal`, `2 deals` — a count with its noun. */\nexport function plural(count: number, singular: string, many = `${singular}s`): string {\n  return `${count.toLocaleString()} ${count === 1 ? singular : many}`\n}\n"],"names":["weekLabel","startMs","Date","toLocaleDateString","undefined","month","day","reportFilename","card","period","shortDate","ms","Number","isFinite","plural","count","singular","many","toLocaleString"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID;;;;;;CAMC,GACD,OAAO,SAASA,UAAUC,OAAe;IACvC,OAAO,IAAIC,KAAKD,SAASE,kBAAkB,CAACC,WAAW;QACrDC,OAAO;QACPC,KAAK;IACP;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASC,eAAeC,IAAY,EAAEC,MAAwB;IACnE,OAAO,CAAC,IAAI,EAAED,OAAOC,SAAS,CAAC,CAAC,EAAEA,QAAQ,GAAG,GAAG,IAAI,CAAC;AACvD;AAEA,gDAAgD,GAChD,OAAO,SAASC,UAAUC,EAA6B;IACrD,OAAO,OAAOA,OAAO,YAAYC,OAAOC,QAAQ,CAACF,OAAOA,KAAK,IACzD,IAAIT,KAAKS,IAAIR,kBAAkB,KAC/B;AACN;AAEA,iDAAiD,GACjD,OAAO,SAASW,OAAOC,KAAa,EAAEC,QAAgB,EAAEC,OAAO,GAAGD,SAAS,CAAC,CAAC;IAC3E,OAAO,GAAGD,MAAMG,cAAc,GAAG,CAAC,EAAEH,UAAU,IAAIC,WAAWC,MAAM;AACrE"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-format.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmReportPeriod } from '../../model/crm-reports'\n\n/**\n * The label under one week's bar — the day the week starts, as `Sep 1`.\n *\n * The start alone, because a bar is narrow: \"Sep 1 – Sep 7\" under thirteen\n * bars truncates to nothing readable, and the reader knows every bar is a\n * week because the chart said so.\n */\nexport function weekLabel(startMs: number): string {\n  return new Date(startMs).toLocaleDateString(undefined, {\n    month: 'short',\n    day: 'numeric',\n  })\n}\n\n/**\n * The name of a report table's CSV — `crm-activity-30d.csv` — so a folder\n * of downloads says which card and which period each file came from. The\n * cards that describe a stock rather than a flow — the open pipeline, the\n * open tasks — have no period and name none.\n */\nexport function reportFilename(card: string, period?: CrmReportPeriod): string {\n  return `crm-${card}${period ? `-${period}` : ''}.csv`\n}\n\n/** A date in a table cell, or a dash for none. */\nexport function shortDate(ms: number | null | undefined): string {\n  return typeof ms === 'number' && Number.isFinite(ms) && ms > 0\n    ? new Date(ms).toLocaleDateString()\n    : '—'\n}\n\n/** `1 deal`, `2 deals` — a count with its noun. */\nexport function plural(count: number, singular: string, many = `${singular}s`): string {\n  return `${count.toLocaleString()} ${count === 1 ? singular : many}`\n}\n"],"names":["weekLabel","startMs","Date","toLocaleDateString","undefined","month","day","reportFilename","card","period","shortDate","ms","Number","isFinite","plural","count","singular","many","toLocaleString"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID;;;;;;CAMC,GACD,OAAO,SAASA,UAAUC,OAAe;IACvC,OAAO,IAAIC,KAAKD,SAASE,kBAAkB,CAACC,WAAW;QACrDC,OAAO;QACPC,KAAK;IACP;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASC,eAAeC,IAAY,EAAEC,MAAwB;IACnE,OAAO,CAAC,IAAI,EAAED,OAAOC,SAAS,CAAC,CAAC,EAAEA,QAAQ,GAAG,GAAG,IAAI,CAAC;AACvD;AAEA,gDAAgD,GAChD,OAAO,SAASC,UAAUC,EAA6B;IACrD,OAAO,OAAOA,OAAO,YAAYC,OAAOC,QAAQ,CAACF,OAAOA,KAAK,IACzD,IAAIT,KAAKS,IAAIR,kBAAkB,KAC/B;AACN;AAEA,iDAAiD,GACjD,OAAO,SAASW,OAAOC,KAAa,EAAEC,QAAgB,EAAEC,OAAO,GAAGD,SAAS,CAAC,CAAC;IAC3E,OAAO,GAAGD,MAAMG,cAAc,GAAG,CAAC,EAAEH,UAAU,IAAIC,WAAWC,MAAM;AACrE"}

package/src/lib/components/reports/report-scope.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { CrmReportPeriod, CrmReportRange } from '@aglyn/aglyn';
+import type { CrmReportPeriod, CrmReportRange } from '../../model/crm-reports';
 import { type CollectionReference, type Firestore, type QueryConstraint } from 'firebase/firestore';
 import type { CrmRoutes } from '../../model/crm-routes';
 /**

package/src/lib/components/reports/report-scope.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-scope.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmReportPeriod, CrmReportRange } from '@aglyn/aglyn'\nimport {\n  collection,\n  type CollectionReference,\n  type Firestore,\n  type QueryConstraint,\n  where,\n} from 'firebase/firestore'\nimport type { CrmRoutes } from '../../model/crm-routes'\n\n/**\n * What every report card is handed, resolved once by the section (AGL-2604).\n *\n * The cards are independent — each opens its own reads and draws its own\n * figures — but they must agree on four things or the page contradicts\n * itself: WHICH org's collections they read, WHO the reader is (the scope\n * tokens every query filters on), WHICH holder's facet a contact field is\n * read through, and WHEN the period starts and ends. Resolving those in the\n * section and passing them down is what keeps a card from computing its own\n * \"now\" a second after its neighbor's, or its own token list without the\n * org-wide token.\n */\nexport interface CrmReportScope {\n  /** `['orgs', orgId]` — the org-shared data root every CRM collection lives under. */\n  scope: readonly ['orgs', string]\n  /**\n   * The scope tokens this reader may see — the `array-contains-any` operand\n   * of every query a card runs, and the same predicate the rules evaluate\n   * — or `null` at the ORGANIZATION level (AGL-2630), where an org-wide\n   * member's reports carry no clause and total every site at once.\n   */\n  tokens: readonly string[] | null\n  /**\n   * The consent group whose facet the contact fields are read through, or\n   * `null` at the organization level, where each contact's own primary\n   * holder is read instead (`contactPrimaryGroup`, from {@link org}).\n   */\n  groupId: string | null\n  /** The org document, for the per-contact holder when {@link groupId} is null. */\n  org: Record<string, unknown> | null\n  period: CrmReportPeriod\n  range: CrmReportRange\n  /** The moment the period was anchored at, so every card shares one clock. */\n  nowMs: number\n  routes: CrmRoutes\n}\n\n/**\n * What every remembered report answer is keyed by: the org, the reader's\n * tokens, the holder's facet and the period — never the clock. A reopened\n * section anchors a new `nowMs`, and the whole point of remembering is that\n * the reopening is the same question; the TTL, not the key, decides when the\n * answer has aged out. `cardKey` names the read within the card so that two\n * counts on one card do not overwrite each other.\n */\nexport function reportCacheKey(\n  report: Pick<CrmReportScope, 'scope' | 'tokens' | 'groupId' | 'period'>,\n  cardKey: string,\n): string {\n  return `${reportCachePrefix(report)}${report.period}|${cardKey}`\n}\n\n/** Everything one reader's reports of one org are remembered under — what Refresh forgets. */\nexport function reportCachePrefix(\n  report: Pick<CrmReportScope, 'scope' | 'tokens' | 'groupId'>,\n): string {\n  // `*` for the org level's \"every token\" and \"every holder\": a real token\n  // list never contains it, so the two levels cannot share an answer.\n  const tokens = report.tokens ? [...report.tokens].sort().join(',') : '*'\n  return `crm-report|${report.scope[1]}|${tokens}|${report.groupId ?? '*'}|`\n}\n\n/** One CRM collection under the report's org. */\nexport function scopedCollection(\n  firestore: Firestore,\n  scope: CrmReportScope['scope'],\n  name: string,\n): CollectionReference {\n  return collection(firestore, scope[0], scope[1], name)\n}\n\n/**\n * The visibility predicate, as the clause every report query starts with —\n * spread into the query, because at the organization level it is NOTHING.\n *\n * A function rather than a convention so that a card cannot forget it: a\n * query on a CRM collection without it is permission-denied rather than a\n * leak, per the rules, but a denied aggregate renders as a dash and a\n * missing clause would be diagnosed as \"the count is broken\" rather than as\n * what it is. The org level (AGL-2630) drops it on purpose: the rules admit\n * an org-wide member to every row, and a report there is a total over\n * every site.\n */\nexport function visibleToClause(\n  tokens: readonly string[] | null,\n): QueryConstraint[] {\n  return tokens ? [where('visibleTo', 'array-contains-any', [...tokens])] : []\n}\n"],"names":["collection","where","reportCacheKey","report","cardKey","reportCachePrefix","period","tokens","sort","join","scope","groupId","scopedCollection","firestore","name","visibleToClause"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAGD,SACEA,UAAU,EAIVC,KAAK,QACA,qBAAoB;AAwC3B;;;;;;;CAOC,GACD,OAAO,SAASC,eACdC,MAAuE,EACvEC,OAAe;IAEf,OAAO,GAAGC,kBAAkBF,UAAUA,OAAOG,MAAM,CAAC,CAAC,EAAEF,SAAS;AAClE;AAEA,4FAA4F,GAC5F,OAAO,SAASC,kBACdF,MAA4D;QAKVA;IAHlD,yEAAyE;IACzE,oEAAoE;IACpE,MAAMI,SAASJ,OAAOI,MAAM,GAAG;WAAIJ,OAAOI,MAAM;KAAC,CAACC,IAAI,GAAGC,IAAI,CAAC,OAAO;IACrE,OAAO,CAAC,WAAW,EAAEN,OAAOO,KAAK,CAAC,EAAE,CAAC,CAAC,EAAEH,OAAO,CAAC,GAAEJ,kBAAAA,OAAOQ,OAAO,YAAdR,kBAAkB,IAAI,CAAC,CAAC;AAC5E;AAEA,+CAA+C,GAC/C,OAAO,SAASS,iBACdC,SAAoB,EACpBH,KAA8B,EAC9BI,IAAY;IAEZ,OAAOd,WAAWa,WAAWH,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEI;AACnD;AAEA;;;;;;;;;;;CAWC,GACD,OAAO,SAASC,gBACdR,MAAgC;IAEhC,OAAOA,SAAS;QAACN,MAAM,aAAa,sBAAsB;eAAIM;SAAO;KAAE,GAAG,EAAE;AAC9E"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-scope.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmReportPeriod, CrmReportRange } from '../../model/crm-reports'\nimport {\n  collection,\n  type CollectionReference,\n  type Firestore,\n  type QueryConstraint,\n  where,\n} from 'firebase/firestore'\nimport type { CrmRoutes } from '../../model/crm-routes'\n\n/**\n * What every report card is handed, resolved once by the section (AGL-2604).\n *\n * The cards are independent — each opens its own reads and draws its own\n * figures — but they must agree on four things or the page contradicts\n * itself: WHICH org's collections they read, WHO the reader is (the scope\n * tokens every query filters on), WHICH holder's facet a contact field is\n * read through, and WHEN the period starts and ends. Resolving those in the\n * section and passing them down is what keeps a card from computing its own\n * \"now\" a second after its neighbor's, or its own token list without the\n * org-wide token.\n */\nexport interface CrmReportScope {\n  /** `['orgs', orgId]` — the org-shared data root every CRM collection lives under. */\n  scope: readonly ['orgs', string]\n  /**\n   * The scope tokens this reader may see — the `array-contains-any` operand\n   * of every query a card runs, and the same predicate the rules evaluate\n   * — or `null` at the ORGANIZATION level (AGL-2630), where an org-wide\n   * member's reports carry no clause and total every site at once.\n   */\n  tokens: readonly string[] | null\n  /**\n   * The consent group whose facet the contact fields are read through, or\n   * `null` at the organization level, where each contact's own primary\n   * holder is read instead (`contactPrimaryGroup`, from {@link org}).\n   */\n  groupId: string | null\n  /** The org document, for the per-contact holder when {@link groupId} is null. */\n  org: Record<string, unknown> | null\n  period: CrmReportPeriod\n  range: CrmReportRange\n  /** The moment the period was anchored at, so every card shares one clock. */\n  nowMs: number\n  routes: CrmRoutes\n}\n\n/**\n * What every remembered report answer is keyed by: the org, the reader's\n * tokens, the holder's facet and the period — never the clock. A reopened\n * section anchors a new `nowMs`, and the whole point of remembering is that\n * the reopening is the same question; the TTL, not the key, decides when the\n * answer has aged out. `cardKey` names the read within the card so that two\n * counts on one card do not overwrite each other.\n */\nexport function reportCacheKey(\n  report: Pick<CrmReportScope, 'scope' | 'tokens' | 'groupId' | 'period'>,\n  cardKey: string,\n): string {\n  return `${reportCachePrefix(report)}${report.period}|${cardKey}`\n}\n\n/** Everything one reader's reports of one org are remembered under — what Refresh forgets. */\nexport function reportCachePrefix(\n  report: Pick<CrmReportScope, 'scope' | 'tokens' | 'groupId'>,\n): string {\n  // `*` for the org level's \"every token\" and \"every holder\": a real token\n  // list never contains it, so the two levels cannot share an answer.\n  const tokens = report.tokens ? [...report.tokens].sort().join(',') : '*'\n  return `crm-report|${report.scope[1]}|${tokens}|${report.groupId ?? '*'}|`\n}\n\n/** One CRM collection under the report's org. */\nexport function scopedCollection(\n  firestore: Firestore,\n  scope: CrmReportScope['scope'],\n  name: string,\n): CollectionReference {\n  return collection(firestore, scope[0], scope[1], name)\n}\n\n/**\n * The visibility predicate, as the clause every report query starts with —\n * spread into the query, because at the organization level it is NOTHING.\n *\n * A function rather than a convention so that a card cannot forget it: a\n * query on a CRM collection without it is permission-denied rather than a\n * leak, per the rules, but a denied aggregate renders as a dash and a\n * missing clause would be diagnosed as \"the count is broken\" rather than as\n * what it is. The org level (AGL-2630) drops it on purpose: the rules admit\n * an org-wide member to every row, and a report there is a total over\n * every site.\n */\nexport function visibleToClause(\n  tokens: readonly string[] | null,\n): QueryConstraint[] {\n  return tokens ? [where('visibleTo', 'array-contains-any', [...tokens])] : []\n}\n"],"names":["collection","where","reportCacheKey","report","cardKey","reportCachePrefix","period","tokens","sort","join","scope","groupId","scopedCollection","firestore","name","visibleToClause"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAGD,SACEA,UAAU,EAIVC,KAAK,QACA,qBAAoB;AAwC3B;;;;;;;CAOC,GACD,OAAO,SAASC,eACdC,MAAuE,EACvEC,OAAe;IAEf,OAAO,GAAGC,kBAAkBF,UAAUA,OAAOG,MAAM,CAAC,CAAC,EAAEF,SAAS;AAClE;AAEA,4FAA4F,GAC5F,OAAO,SAASC,kBACdF,MAA4D;QAKVA;IAHlD,yEAAyE;IACzE,oEAAoE;IACpE,MAAMI,SAASJ,OAAOI,MAAM,GAAG;WAAIJ,OAAOI,MAAM;KAAC,CAACC,IAAI,GAAGC,IAAI,CAAC,OAAO;IACrE,OAAO,CAAC,WAAW,EAAEN,OAAOO,KAAK,CAAC,EAAE,CAAC,CAAC,EAAEH,OAAO,CAAC,GAAEJ,kBAAAA,OAAOQ,OAAO,YAAdR,kBAAkB,IAAI,CAAC,CAAC;AAC5E;AAEA,+CAA+C,GAC/C,OAAO,SAASS,iBACdC,SAAoB,EACpBH,KAA8B,EAC9BI,IAAY;IAEZ,OAAOd,WAAWa,WAAWH,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEI;AACnD;AAEA;;;;;;;;;;;CAWC,GACD,OAAO,SAASC,gBACdR,MAAgC;IAEhC,OAAOA,SAAS;QAACN,MAAM,aAAa,sBAAsB;eAAIM;SAAO;KAAE,GAAG,EAAE;AAC9E"}

package/src/lib/components/reports/source-conversion-card.js

@@ -28,6 +28,7 @@ import { reportFilename } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { ReportStatTile } from "./report-stat-tile.js";
 import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+import { conversionBySource } from "../../model/crm-reports.js";
 /**
  * How many of the period's contacts the by-source table is read from.
  *
@@ -83,7 +84,7 @@ import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
         cacheKey: reportCacheKey(report, 'sources:window')
     });
     const status = window.status;
-    const conversion = useMemo(()=>Aglyn.conversionBySource(window.rows.map((row)=>Aglyn.readContactFacet(row, groupId))), [
+    const conversion = useMemo(()=>conversionBySource(window.rows.map((row)=>Aglyn.readContactFacet(row, groupId))), [
         window,
         groupId
     ]);

package/src/lib/components/reports/source-conversion-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/source-conversion-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  measuredRate,\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many of the period's contacts the by-source table is read from.\n *\n * The captured count is a server aggregate and never meets this bound;\n * the table needs each contact's sources and stage off this holder's\n * facet, which no aggregate can read, so it reads the period's newest\n * thousand and says when there were more — the same bound the sources\n * mix keeps, over the period rather than all time.\n */\nconst CONTACT_CEILING = 1000\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = ['Source', 'Captured', 'Customers', 'Conversion'] as const\n\nexport interface SourceConversionCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Conversion by source (AGL-2624): of the people captured through each\n * door in the period, how many are customers now.\n *\n * A COHORT by capture date, not a count of purchases in the period: the\n * question is \"how well does each source convert\", and the honest\n * population for it is the people that source brought in, followed to\n * where they stand today. A form lead captured on day one and buying on\n * day twenty is a conversion the form earned; a customer captured last\n * year who bought again this month is not evidence about this period's\n * doors. So the window is the period's contacts by `createdAt` — the\n * `(visibleTo, createdAt)` index the trend card counts through — and\n * \"customer\" is read off the facet: the stage at `customer` or past it,\n * or an order on the books whatever the stage says.\n *\n * Through THIS group's facet, like every by-source figure: a source is\n * which of this business's doors the person came through, and a stage is\n * where this business's team put them.\n */\nexport function SourceConversionCard(props: SourceConversionCardProps) {\n  const { report } = props\n  const { scope, tokens, groupId, range, period, routes } = report\n  const firestore = useFirestore()\n\n  const capturedInPeriod = () =>\n    query(\n      scopedCollection(firestore, scope, 'contacts'),\n      ...visibleToClause(tokens),\n      where('createdAt', '>=', Timestamp.fromMillis(range.from)),\n      where('createdAt', '<', Timestamp.fromMillis(range.to)),\n    )\n\n  const captured = useAggregateRead<number>(\n    () => getCountFromServer(capturedInPeriod()).then((snapshot) => snapshot.data().count),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:captured') },\n  )\n  const window = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        capturedInPeriod(),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_CEILING + 1),\n      ),\n    CONTACT_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:window') },\n  )\n  const status = window.status\n\n  const conversion = useMemo(\n    () =>\n      Aglyn.conversionBySource(\n        window.rows.map((row) => Aglyn.readContactFacet(row, groupId)),\n      ),\n    [window, groupId],\n  )\n  const read = status === 'success'\n  const rate = read\n    ? measuredRate(conversion.customers, conversion.total, 'captured')\n    : null\n  const labelOf = (source: Aglyn.ContactSource): string =>\n    Aglyn.CONTACT_SOURCE_LABELS[source] ?? source\n  const sampled =\n    read &&\n    (window.truncated ||\n      (captured.value !== null && captured.value > window.rows.length))\n  const caption = sampled\n    ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` +\n      (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}`\n                : read\n                  ? 'nobody captured in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s contacts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By source'}>\n          {conversion.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {conversion.rows.map((row) => (\n                  <TableRow key={row.source}>\n                    <TableCell>{labelOf(row.source)}</TableCell>\n                    <TableCell align=\"right\">{row.captured.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.customers.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{percent(row.rate)}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'}\n            </Typography>\n          )}\n          {conversion.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.' +\n                (conversion.unsourced\n                  ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.`\n                  : '')}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is drawn from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {caption}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nSourceConversionCard.displayName = 'SourceConversionCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/source-conversion-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  measuredRate,\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { conversionBySource } from '../../model/crm-reports'\n\n/**\n * How many of the period's contacts the by-source table is read from.\n *\n * The captured count is a server aggregate and never meets this bound;\n * the table needs each contact's sources and stage off this holder's\n * facet, which no aggregate can read, so it reads the period's newest\n * thousand and says when there were more — the same bound the sources\n * mix keeps, over the period rather than all time.\n */\nconst CONTACT_CEILING = 1000\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = ['Source', 'Captured', 'Customers', 'Conversion'] as const\n\nexport interface SourceConversionCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Conversion by source (AGL-2624): of the people captured through each\n * door in the period, how many are customers now.\n *\n * A COHORT by capture date, not a count of purchases in the period: the\n * question is \"how well does each source convert\", and the honest\n * population for it is the people that source brought in, followed to\n * where they stand today. A form lead captured on day one and buying on\n * day twenty is a conversion the form earned; a customer captured last\n * year who bought again this month is not evidence about this period's\n * doors. So the window is the period's contacts by `createdAt` — the\n * `(visibleTo, createdAt)` index the trend card counts through — and\n * \"customer\" is read off the facet: the stage at `customer` or past it,\n * or an order on the books whatever the stage says.\n *\n * Through THIS group's facet, like every by-source figure: a source is\n * which of this business's doors the person came through, and a stage is\n * where this business's team put them.\n */\nexport function SourceConversionCard(props: SourceConversionCardProps) {\n  const { report } = props\n  const { scope, tokens, groupId, range, period, routes } = report\n  const firestore = useFirestore()\n\n  const capturedInPeriod = () =>\n    query(\n      scopedCollection(firestore, scope, 'contacts'),\n      ...visibleToClause(tokens),\n      where('createdAt', '>=', Timestamp.fromMillis(range.from)),\n      where('createdAt', '<', Timestamp.fromMillis(range.to)),\n    )\n\n  const captured = useAggregateRead<number>(\n    () => getCountFromServer(capturedInPeriod()).then((snapshot) => snapshot.data().count),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:captured') },\n  )\n  const window = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        capturedInPeriod(),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_CEILING + 1),\n      ),\n    CONTACT_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:window') },\n  )\n  const status = window.status\n\n  const conversion = useMemo(\n    () =>\n      conversionBySource(\n        window.rows.map((row) => Aglyn.readContactFacet(row, groupId)),\n      ),\n    [window, groupId],\n  )\n  const read = status === 'success'\n  const rate = read\n    ? measuredRate(conversion.customers, conversion.total, 'captured')\n    : null\n  const labelOf = (source: Aglyn.ContactSource): string =>\n    Aglyn.CONTACT_SOURCE_LABELS[source] ?? source\n  const sampled =\n    read &&\n    (window.truncated ||\n      (captured.value !== null && captured.value > window.rows.length))\n  const caption = sampled\n    ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` +\n      (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}`\n                : read\n                  ? 'nobody captured in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s contacts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By source'}>\n          {conversion.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {conversion.rows.map((row) => (\n                  <TableRow key={row.source}>\n                    <TableCell>{labelOf(row.source)}</TableCell>\n                    <TableCell align=\"right\">{row.captured.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.customers.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{percent(row.rate)}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'}\n            </Typography>\n          )}\n          {conversion.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.' +\n                (conversion.unsourced\n                  ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.`\n                  : '')}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is drawn from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {caption}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nSourceConversionCard.displayName = 'SourceConversionCard'\n\nexport default SourceConversionCard\n"],"names":["Aglyn","CardDisplay","measuredRate","percent","Section","ScrollTable","Alert","Stack","TableBody","TableCell","TableHead","TableRow","Typography","getCountFromServer","limit","orderBy","query","Timestamp","where","useMemo","useFirestore","ReportExport","reportFilename","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","useWindowRead","conversionBySource","CONTACT_CEILING","COLUMNS","SourceConversionCard","props","report","scope","tokens","groupId","range","period","routes","firestore","capturedInPeriod","fromMillis","from","to","captured","then","snapshot","data","count","cacheKey","window","status","conversion","rows","map","row","readContactFacet","read","rate","customers","total","labelOf","source","CONTACT_SOURCE_LABELS","sampled","truncated","value","length","caption","toLocaleString","undefined","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","filename","columns","disabled","spacing","direction","sx","flexWrap","label","note","href","section","numerator","denominator","denominatorLabel","severity","title","size","column","index","align","variant","color","unsourced","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SACEC,YAAY,EACZC,OAAO,EACPC,OAAO,QACF,6DAA4D;AACnE,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,KAAK,EACLC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SACEC,kBAAkB,EAClBC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,SAAS,EACTC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAQ,0BAAsB;AACtE,SAASC,kBAAkB,QAAQ,6BAAyB;AAE5D;;;;;;;;CAQC,GACD,MAAMC,kBAAkB;AAExB,mDAAmD,GACnD,MAAMC,UAAU;IAAC;IAAU;IAAY;IAAa;CAAa;AAMjE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;IACnE,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,OAAO,EAAEC,KAAK,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGN;IAC1D,MAAMO,YAAYrB;IAElB,MAAMsB,mBAAmB,IACvB1B,MACEQ,iBAAiBiB,WAAWN,OAAO,gBAChCV,gBAAgBW,SACnBlB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACL,MAAMM,IAAI,IACxD1B,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACL,MAAMO,EAAE;IAGzD,MAAMC,WAAWnB,iBACf,IAAMd,mBAAmB6B,oBAAoBK,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK,GACrF;QAACT;QAAWN;QAAOC;QAAQE;KAAM,EACjC;QAAEa,UAAU5B,eAAeW,QAAQ;IAAoB;IAEzD,MAAMkB,SAASxB,cACb,IACEZ,MACE0B,oBACA3B,QAAQ,aAAa,SACrBD,MAAMgB,kBAAkB,KAE5BA,iBACA;QAACW;QAAWN;QAAOC;QAAQE;KAAM,EACjC;QAAEa,UAAU5B,eAAeW,QAAQ;IAAkB;IAEvD,MAAMmB,SAASD,OAAOC,MAAM;IAE5B,MAAMC,aAAanC,QACjB,IACEU,mBACEuB,OAAOG,IAAI,CAACC,GAAG,CAAC,CAACC,MAAQzD,MAAM0D,gBAAgB,CAACD,KAAKpB,YAEzD;QAACe;QAAQf;KAAQ;IAEnB,MAAMsB,OAAON,WAAW;IACxB,MAAMO,OAAOD,OACTzD,aAAaoD,WAAWO,SAAS,EAAEP,WAAWQ,KAAK,EAAE,cACrD;IACJ,MAAMC,UAAU,CAACC;YACfhE;gBAAAA,sCAAAA,MAAMiE,qBAAqB,CAACD,OAAO,YAAnChE,sCAAuCgE;;IACzC,MAAME,UACJP,QACCP,CAAAA,OAAOe,SAAS,IACdrB,SAASsB,KAAK,KAAK,QAAQtB,SAASsB,KAAK,GAAGhB,OAAOG,IAAI,CAACc,MAAM;IACnE,MAAMC,UAAUJ,UACZ,CAAC,cAAc,EAAEd,OAAOG,IAAI,CAACc,MAAM,CAACE,cAAc,GAAG,gCAAgC,CAAC,GACrFzB,CAAAA,SAASsB,KAAK,KAAK,OAAO,CAAC,IAAI,EAAEtB,SAASsB,KAAK,CAACG,cAAc,IAAI,GAAG,EAAC,IACvE,gEACAC;IAEJ,qBACE,KAACvE;QACCwE,QAAQ;QACRC,MAAM1E,MAAM2E,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,8DACA,mEACA,+DACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAAC5D;gBACC6D,UAAU5D,eAAe,wBAAwBiB;gBACjD4C,SAASpD;gBACTwB,MAAM,IACJD,WAAWC,IAAI,CAACC,GAAG,CAAC,CAACC,MAAQ;4BAC3BM,QAAQN,IAAIO,MAAM;4BAClBP,IAAIX,QAAQ;4BACZW,IAAII,SAAS;4BACb1D,QAAQsD,IAAIG,IAAI;yBACjB;gBAEHwB,UAAU,CAACzB,QAAQ,CAACL,WAAWC,IAAI,CAACc,MAAM;;QAGhD;kBAEA,cAAA,MAAC9D;YAAM8E,SAAS;;8BACd,MAAC9E;oBAAM+E,WAAU;oBAAMD,SAAS;oBAAGE,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAC9D;4BACC+D,OAAO;4BACPrB,OAAOtB,SAASsB,KAAK,KAAK,OAAOtB,SAASsB,KAAK,CAACG,cAAc,KAAK;4BACnEmB,MAAM;4BACNC,MAAMnD,OAAOoD,OAAO,CAAC;;sCAEvB,KAAClE;4BACC+D,OAAO;4BACPrB,OAAOT,OAAOL,WAAWO,SAAS,CAACU,cAAc,KAAK;4BACtDmB,MAAM;;sCAER,KAAChE;4BACC+D,OAAO;4BACPrB,OAAOR,OAAOzD,QAAQyD,KAAKQ,KAAK,IAAI;4BACpCsB,MACE9B,OACI,GAAGA,KAAKiC,SAAS,CAACtB,cAAc,GAAG,IAAI,EAAEX,KAAKkC,WAAW,CAACvB,cAAc,GAAG,CAAC,EAAEX,KAAKmC,gBAAgB,EAAE,GACrGpC,OACE,kCACAa;;;;gBAIX1B,SAASO,MAAM,KAAK,WAAWA,WAAW,wBACzC,KAAC/C;oBAAM0F,UAAS;8BAAW;qBACzB;8BACJ,MAAC5F;oBAAQ6F,OAAO;;wBACb3C,WAAWC,IAAI,CAACc,MAAM,iBACrB,MAAChE;4BAAY6F,MAAK;;8CAChB,KAACxF;8CACC,cAAA,KAACC;kDACEoB,QAAQyB,GAAG,CAAC,CAAC2C,QAAQC,sBACpB,KAAC3F;gDAAuB4F,OAAOD,QAAQ,UAAU;0DAC9CD;+CADaA;;;8CAMtB,KAAC3F;8CACE8C,WAAWC,IAAI,CAACC,GAAG,CAAC,CAACC,oBACpB,MAAC9C;;8DACC,KAACF;8DAAWsD,QAAQN,IAAIO,MAAM;;8DAC9B,KAACvD;oDAAU4F,OAAM;8DAAS5C,IAAIX,QAAQ,CAACyB,cAAc;;8DACrD,KAAC9D;oDAAU4F,OAAM;8DAAS5C,IAAII,SAAS,CAACU,cAAc;;8DACtD,KAAC9D;oDAAU4F,OAAM;8DAASlG,QAAQsD,IAAIG,IAAI;;;2CAJ7BH,IAAIO,MAAM;;;2CAU/B,KAACpD;4BAAW0F,SAAQ;4BAAQC,OAAM;sCAC/BlD,WAAW,YAAY,aAAa;;wBAGxCC,WAAWC,IAAI,CAACc,MAAM,iBACrB,KAACzD;4BAAW0F,SAAQ;4BAAUC,OAAM;sCACjC,kDACEjD,CAAAA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package/src/lib/components/reports/tasks-card.js

@@ -29,6 +29,7 @@ import { reportFilename } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { ReportStatTile } from "./report-stat-tile.js";
 import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+import { localDayBounds } from "../../model/crm-reports.js";
 /**
  * How many open tasks the by-assignee table is grouped from.
  *
@@ -65,7 +66,7 @@ import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
     const { report } = props;
     const { scope, tokens, nowMs, routes } = report;
     const firestore = useFirestore();
-    const day = useMemo(()=>Aglyn.localDayBounds(nowMs), [
+    const day = useMemo(()=>localDayBounds(nowMs), [
         nowMs
     ]);
     const openTasks = ()=>query(scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks), ...visibleToClause(tokens), where('status', '==', 'open'));

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-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 { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\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 { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => Aglyn.localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-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 { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\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 { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { localDayBounds } from '../../model/crm-reports'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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package/src/lib/components/reports/won-lost-by-owner-card.js

@@ -27,6 +27,7 @@ import { useOrgMemberOptions } from "../../hooks/use-org-member-options.js";
 import { ReportBreakdown } from "./report-breakdown.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { useWindowRead } from "./use-aggregate-read.js";
+import { currencyOfDeals, wonLostByOwner } from "../../model/crm-reports.js";
 /**
  * The same ceiling the Won and lost card reads its chart under, spelled
  * from one constant so the two cards share the read rather than each
@@ -78,11 +79,11 @@ import { useWindowRead } from "./use-aggregate-read.js";
     ], {
         cacheKey: reportCacheKey(report, 'closed:lost')
     });
-    const owners = useMemo(()=>Aglyn.wonLostByOwner(wonWindow.rows, lostWindow.rows), [
+    const owners = useMemo(()=>wonLostByOwner(wonWindow.rows, lostWindow.rows), [
         wonWindow.rows,
         lostWindow.rows
     ]);
-    const currency = useMemo(()=>Aglyn.currencyOfDeals(wonWindow.rows).currency, [
+    const currency = useMemo(()=>currencyOfDeals(wonWindow.rows).currency, [
         wonWindow.rows
     ]);
     const read = wonWindow.status === 'success' && lostWindow.status === 'success';

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/won-lost-by-owner-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { percent } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportBreakdown } from './report-breakdown'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { useWindowRead } from './use-aggregate-read'\n\n/**\n * The same ceiling the Won and lost card reads its chart under, spelled\n * from one constant so the two cards share the read rather than each\n * paying for its own.\n */\nconst CLOSED_DEAL_CEILING = 500\n\n/** How many owners the breakdown draws before folding the rest into one row. */\nconst OWNER_ROW_CEILING = 8\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\n\nexport interface WonLostByOwnerCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Who closed what (AGL-2662): the period's wins and losses, by the person\n * who owned the deal at the close.\n *\n * ## It costs no read\n *\n * The two windows are the SAME queries the Won and lost card builds, under\n * the same cache keys — `closed:won` and `closed:lost` — so\n * `useAggregateRead` either answers this card from the remembered window or\n * joins the other card's in-flight promise. Two cards, one pair of reads.\n * A key of its own here would have doubled the most expensive read on the\n * page to ask a different question of the same rows.\n *\n * ## Why the rows can under-report a very busy period\n *\n * The window is bounded, and the bound is on the deals rather than on the\n * owners — so a period with more than {@link CLOSED_DEAL_CEILING} closes of\n * an outcome is tallied over the most recent of them, and the caption says\n * so. A server-side group-by would need one aggregate per owner, and the\n * owner list is not known before the read.\n */\nexport function WonLostByOwnerCard(props: WonLostByOwnerCardProps) {\n  const { report } = props\n  const { scope, tokens, range } = report\n  const firestore = useFirestore()\n  // The roster resolves a uid into the name the team reads; a uid it no\n  // longer carries — somebody who has left — is named by its own id rather\n  // than dropped, because their closed deals still happened.\n  const roster = useOrgMemberOptions(scope[1])\n\n  const closedInPeriod = (status: Aglyn.CrmDealStatus) =>\n    query(\n      scopedCollection(firestore, scope, 'deals'),\n      ...visibleToClause(tokens),\n      where('status', '==', status),\n      where('closedAtMs', '>=', range.from),\n      where('closedAtMs', '<', range.to),\n      orderBy('closedAtMs', 'desc'),\n      limit(CLOSED_DEAL_CEILING + 1),\n    )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('won'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n  const lostWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('lost'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:lost') },\n  )\n\n  const owners = useMemo(\n    () => Aglyn.wonLostByOwner(wonWindow.rows, lostWindow.rows),\n    [wonWindow.rows, lostWindow.rows],\n  )\n  const currency = useMemo(\n    () => Aglyn.currencyOfDeals(wonWindow.rows).currency,\n    [wonWindow.rows],\n  )\n\n  const read = wonWindow.status === 'success' && lostWindow.status === 'success'\n  const failed = wonWindow.status === 'error' || lostWindow.status === 'error'\n\n  const rows = useMemo(() => {\n    const named = (uid: string) =>\n      uid\n        ? (Aglyn.findOrgMember(roster.options, uid)?.label ?? uid)\n        : 'Unassigned'\n    const shown = owners.slice(0, OWNER_ROW_CEILING)\n    const folded = owners.slice(OWNER_ROW_CEILING)\n    const rest = folded.reduce(\n      (total, owner) => ({\n        won: total.won + owner.won,\n        lost: total.lost + owner.lost,\n        wonAmountCents: total.wonAmountCents + owner.wonAmountCents,\n      }),\n      { won: 0, lost: 0, wonAmountCents: 0 },\n    )\n    return [\n      ...shown.map((owner) => ({\n        key: owner.uid || 'unassigned',\n        label: named(owner.uid),\n        value: owner.won,\n        display: `${owner.won.toLocaleString()} won`,\n        note:\n          `${owner.lost.toLocaleString()} lost · ` +\n          `${owner.winRate === null ? 'no rate' : `${percent(owner.winRate)} win rate`} · ` +\n          `${money(owner.wonAmountCents, currency)}`,\n        color: 'success.main',\n      })),\n      ...(folded.length\n        ? [\n            {\n              key: '$rest',\n              label: `${folded.length} more`,\n              value: rest.won,\n              display: `${rest.won.toLocaleString()} won`,\n              note: `${rest.lost.toLocaleString()} lost · ${money(rest.wonAmountCents, currency)}`,\n              color: 'success.main',\n            },\n          ]\n        : []),\n    ]\n  }, [owners, roster.options, currency])\n\n  return (\n    <CardDisplay\n      header={'Won and lost by owner'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#won-and-lost-by-owner',\n        excerpt:\n          'Closed deals grouped by the person who owned them at the close, ' +\n          'ranked by how much closed rather than by win rate, with the deals ' +\n          'nobody owned kept as a row of their own.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Alert severity=\"warning\">\n            {'The closed deals could not be read, so this is not an empty period.'}\n          </Alert>\n        ) : null}\n        <ReportBreakdown\n          rows={rows}\n          emptyText={read ? 'Nothing closed in this period.' : 'Reading…'}\n        />\n        {wonWindow.truncated || lostWindow.truncated ? 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/won-lost-by-owner-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { percent } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportBreakdown } from './report-breakdown'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { useWindowRead } from './use-aggregate-read'\nimport { currencyOfDeals, wonLostByOwner } from '../../model/crm-reports'\n\n/**\n * The same ceiling the Won and lost card reads its chart under, spelled\n * from one constant so the two cards share the read rather than each\n * paying for its own.\n */\nconst CLOSED_DEAL_CEILING = 500\n\n/** How many owners the breakdown draws before folding the rest into one row. */\nconst OWNER_ROW_CEILING = 8\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\n\nexport interface WonLostByOwnerCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Who closed what (AGL-2662): the period's wins and losses, by the person\n * who owned the deal at the close.\n *\n * ## It costs no read\n *\n * The two windows are the SAME queries the Won and lost card builds, under\n * the same cache keys — `closed:won` and `closed:lost` — so\n * `useAggregateRead` either answers this card from the remembered window or\n * joins the other card's in-flight promise. Two cards, one pair of reads.\n * A key of its own here would have doubled the most expensive read on the\n * page to ask a different question of the same rows.\n *\n * ## Why the rows can under-report a very busy period\n *\n * The window is bounded, and the bound is on the deals rather than on the\n * owners — so a period with more than {@link CLOSED_DEAL_CEILING} closes of\n * an outcome is tallied over the most recent of them, and the caption says\n * so. A server-side group-by would need one aggregate per owner, and the\n * owner list is not known before the read.\n */\nexport function WonLostByOwnerCard(props: WonLostByOwnerCardProps) {\n  const { report } = props\n  const { scope, tokens, range } = report\n  const firestore = useFirestore()\n  // The roster resolves a uid into the name the team reads; a uid it no\n  // longer carries — somebody who has left — is named by its own id rather\n  // than dropped, because their closed deals still happened.\n  const roster = useOrgMemberOptions(scope[1])\n\n  const closedInPeriod = (status: Aglyn.CrmDealStatus) =>\n    query(\n      scopedCollection(firestore, scope, 'deals'),\n      ...visibleToClause(tokens),\n      where('status', '==', status),\n      where('closedAtMs', '>=', range.from),\n      where('closedAtMs', '<', range.to),\n      orderBy('closedAtMs', 'desc'),\n      limit(CLOSED_DEAL_CEILING + 1),\n    )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('won'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n  const lostWindow = useWindowRead<DealRow>(\n    () => closedInPeriod('lost'),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:lost') },\n  )\n\n  const owners = useMemo(\n    () => wonLostByOwner(wonWindow.rows, lostWindow.rows),\n    [wonWindow.rows, lostWindow.rows],\n  )\n  const currency = useMemo(\n    () => currencyOfDeals(wonWindow.rows).currency,\n    [wonWindow.rows],\n  )\n\n  const read = wonWindow.status === 'success' && lostWindow.status === 'success'\n  const failed = wonWindow.status === 'error' || lostWindow.status === 'error'\n\n  const rows = useMemo(() => {\n    const named = (uid: string) =>\n      uid\n        ? (Aglyn.findOrgMember(roster.options, uid)?.label ?? uid)\n        : 'Unassigned'\n    const shown = owners.slice(0, OWNER_ROW_CEILING)\n    const folded = owners.slice(OWNER_ROW_CEILING)\n    const rest = folded.reduce(\n      (total, owner) => ({\n        won: total.won + owner.won,\n        lost: total.lost + owner.lost,\n        wonAmountCents: total.wonAmountCents + owner.wonAmountCents,\n      }),\n      { won: 0, lost: 0, wonAmountCents: 0 },\n    )\n    return [\n      ...shown.map((owner) => ({\n        key: owner.uid || 'unassigned',\n        label: named(owner.uid),\n        value: owner.won,\n        display: `${owner.won.toLocaleString()} won`,\n        note:\n          `${owner.lost.toLocaleString()} lost · ` +\n          `${owner.winRate === null ? 'no rate' : `${percent(owner.winRate)} win rate`} · ` +\n          `${money(owner.wonAmountCents, currency)}`,\n        color: 'success.main',\n      })),\n      ...(folded.length\n        ? [\n            {\n              key: '$rest',\n              label: `${folded.length} more`,\n              value: rest.won,\n              display: `${rest.won.toLocaleString()} won`,\n              note: `${rest.lost.toLocaleString()} lost · ${money(rest.wonAmountCents, currency)}`,\n              color: 'success.main',\n            },\n          ]\n        : []),\n    ]\n  }, [owners, roster.options, currency])\n\n  return (\n    <CardDisplay\n      header={'Won and lost by owner'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#won-and-lost-by-owner',\n        excerpt:\n          'Closed deals grouped by the person who owned them at the close, ' +\n          'ranked by how much closed rather than by win rate, with the deals ' +\n          'nobody owned kept as a row of their own.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Alert severity=\"warning\">\n            {'The closed deals could not be read, so this is not an empty period.'}\n          </Alert>\n        ) : null}\n        <ReportBreakdown\n          rows={rows}\n          emptyText={read ? 'Nothing closed in this period.' : 'Reading…'}\n        />\n        {wonWindow.truncated || lostWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Counted over the ${CLOSED_DEAL_CEILING} most recently closed of each outcome; this period held more.`}\n          </Typography>\n        ) : null}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'Credited to whoever owned the deal when it closed, not to whoever created it.'}\n        </Typography>\n      </Stack>\n    </CardDisplay>\n  )\n}\nWonLostByOwnerCard.displayName = 'WonLostByOwnerCard'\n\nexport default WonLostByOwnerCard\n"],"names":["Aglyn","money","CardDisplay","percent","Alert","Stack","Typography","limit","orderBy","query","where","useMemo","useFirestore","useOrgMemberOptions","ReportBreakdown","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","currencyOfDeals","wonLostByOwner","CLOSED_DEAL_CEILING","OWNER_ROW_CEILING","WonLostByOwnerCard","props","report","scope","tokens","range","firestore","roster","closedInPeriod","status","from","to","wonWindow","cacheKey","lostWindow","owners","rows","currency","read","failed","named","uid","findOrgMember","options","label","shown","slice","folded","rest","reduce","total","owner","won","lost","wonAmountCents","map","key","value","display","toLocaleString","note","winRate","color","length","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","severity","emptyText","truncated","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,KAAK,QAAQ,6DAA4D;AAClF,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,EAAEC,KAAK,QAAQ,qBAAoB;AACjE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,mBAAmB,QAAQ,wCAAoC;AACxE,SAASC,eAAe,QAAQ,wBAAoB;AACpD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,aAAa,QAAQ,0BAAsB;AACpD,SAASC,eAAe,EAAEC,cAAc,QAAQ,6BAAyB;AAEzE;;;;CAIC,GACD,MAAMC,sBAAsB;AAE5B,8EAA8E,GAC9E,MAAMC,oBAAoB;AAQ1B;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,SAASC,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAE,GAAGH;IACjC,MAAMI,YAAYjB;IAClB,sEAAsE;IACtE,yEAAyE;IACzE,2DAA2D;IAC3D,MAAMkB,SAASjB,oBAAoBa,KAAK,CAAC,EAAE;IAE3C,MAAMK,iBAAiB,CAACC,SACtBvB,MACEO,iBAAiBa,WAAWH,OAAO,aAChCT,gBAAgBU,SACnBjB,MAAM,UAAU,MAAMsB,SACtBtB,MAAM,cAAc,MAAMkB,MAAMK,IAAI,GACpCvB,MAAM,cAAc,KAAKkB,MAAMM,EAAE,GACjC1B,QAAQ,cAAc,SACtBD,MAAMc,sBAAsB;IAGhC,MAAMc,YAAYjB,cAChB,IAAMa,eAAe,QACrBV,qBACA;QAACQ;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEQ,UAAUrB,eAAeU,QAAQ;IAAc;IAEnD,MAAMY,aAAanB,cACjB,IAAMa,eAAe,SACrBV,qBACA;QAACQ;QAAWH;QAAOC;QAAQC;KAAM,EACjC;QAAEQ,UAAUrB,eAAeU,QAAQ;IAAe;IAGpD,MAAMa,SAAS3B,QACb,IAAMS,eAAee,UAAUI,IAAI,EAAEF,WAAWE,IAAI,GACpD;QAACJ,UAAUI,IAAI;QAAEF,WAAWE,IAAI;KAAC;IAEnC,MAAMC,WAAW7B,QACf,IAAMQ,gBAAgBgB,UAAUI,IAAI,EAAEC,QAAQ,EAC9C;QAACL,UAAUI,IAAI;KAAC;IAGlB,MAAME,OAAON,UAAUH,MAAM,KAAK,aAAaK,WAAWL,MAAM,KAAK;IACrE,MAAMU,SAASP,UAAUH,MAAM,KAAK,WAAWK,WAAWL,MAAM,KAAK;IAErE,MAAMO,OAAO5B,QAAQ;QACnB,MAAMgC,QAAQ,CAACC;;gBAER5C;mBADL4C,eACK5C,uBAAAA,MAAM6C,aAAa,CAACf,OAAOgB,OAAO,EAAEF,yBAApC5C,qBAA0C+C,KAAK,mBAAIH,MACpD;;QACN,MAAMI,QAAQV,OAAOW,KAAK,CAAC,GAAG3B;QAC9B,MAAM4B,SAASZ,OAAOW,KAAK,CAAC3B;QAC5B,MAAM6B,OAAOD,OAAOE,MAAM,CACxB,CAACC,OAAOC,QAAW,CAAA;gBACjBC,KAAKF,MAAME,GAAG,GAAGD,MAAMC,GAAG;gBAC1BC,MAAMH,MAAMG,IAAI,GAAGF,MAAME,IAAI;gBAC7BC,gBAAgBJ,MAAMI,cAAc,GAAGH,MAAMG,cAAc;YAC7D,CAAA,GACA;YAAEF,KAAK;YAAGC,MAAM;YAAGC,gBAAgB;QAAE;QAEvC,OAAO;eACFT,MAAMU,GAAG,CAAC,CAACJ,QAAW,CAAA;oBACvBK,KAAKL,MAAMV,GAAG,IAAI;oBAClBG,OAAOJ,MAAMW,MAAMV,GAAG;oBACtBgB,OAAON,MAAMC,GAAG;oBAChBM,SAAS,GAAGP,MAAMC,GAAG,CAACO,cAAc,GAAG,IAAI,CAAC;oBAC5CC,MACE,GAAGT,MAAME,IAAI,CAACM,cAAc,GAAG,QAAQ,CAAC,GACxC,GAAGR,MAAMU,OAAO,KAAK,OAAO,YAAY,GAAG7D,QAAQmD,MAAMU,OAAO,EAAE,SAAS,CAAC,CAAC,GAAG,CAAC,GACjF,GAAG/D,MAAMqD,MAAMG,cAAc,EAAEjB,WAAW;oBAC5CyB,OAAO;gBACT,CAAA;eACIf,OAAOgB,MAAM,GACb;gBACE;oBACEP,KAAK;oBACLZ,OAAO,GAAGG,OAAOgB,MAAM,CAAC,KAAK,CAAC;oBAC9BN,OAAOT,KAAKI,GAAG;oBACfM,SAAS,GAAGV,KAAKI,GAAG,CAACO,cAAc,GAAG,IAAI,CAAC;oBAC3CC,MAAM,GAAGZ,KAAKK,IAAI,CAACM,cAAc,GAAG,QAAQ,EAAE7D,MAAMkD,KAAKM,cAAc,EAAEjB,WAAW;oBACpFyB,OAAO;gBACT;aACD,GACD,EAAE;SACP;IACH,GAAG;QAAC3B;QAAQR,OAAOgB,OAAO;QAAEN;KAAS;IAErC,qBACE,KAACtC;QACCiE,QAAQ;QACRC,MAAMpE,MAAMqE,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,uEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACpE;YAAMqE,SAAS;;gBACbhC,uBACC,KAACtC;oBAAMuE,UAAS;8BACb;qBAED;8BACJ,KAAC7D;oBACCyB,MAAMA;oBACNqC,WAAWnC,OAAO,mCAAmC;;gBAEtDN,UAAU0C,SAAS,IAAIxC,WAAWwC,SAAS,iBAC1C,KAACvE;oBAAWwE,SAAQ;oBAAUb,OAAM;8BACjC,CAAC,iBAAiB,EAAE5C,oBAAoB,6DAA6D,CAAC;qBAEvG;8BACJ,KAACf;oBAAWwE,SAAQ;oBAAUb,OAAM;8BACjC;;;;;AAKX;AACA1C,mBAAmBwD,WAAW,GAAG;AAEjC,eAAexD,mBAAkB"}

package/src/lib/components/reports-section.js

@@ -15,7 +15,6 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import * as Aglyn from "@aglyn/aglyn";
 import { mdiRefresh } from "@aglyn/shared-data-mdi";
 import { MdiIcon } from "@aglyn/shared-ui-jsx";
 import { CardColumns } from "@aglyn/shared-ui-jsx/components/card-columns";
@@ -37,6 +36,7 @@ import { WonLostByOwnerCard } from "./reports/won-lost-by-owner-card.js";
 import { reportCacheKey, reportCachePrefix, scopedCollection, visibleToClause } from "./reports/report-scope.js";
 import { TasksCard } from "./reports/tasks-card.js";
 import { invalidateAggregateReads, useAggregateRead } from "./reports/use-aggregate-read.js";
+import { CRM_REPORT_PERIOD_LABELS, CRM_REPORT_PERIODS, crmReportRange } from "../model/crm-reports.js";
 /**
  * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).
  *
@@ -101,7 +101,7 @@ import { invalidateAggregateReads, useAggregateRead } from "./reports/use-aggreg
             period: '30d',
             nowMs: Date.now()
         }));
-    const range = useMemo(()=>Aglyn.crmReportRange(view.period, view.nowMs), [
+    const range = useMemo(()=>crmReportRange(view.period, view.nowMs), [
         view
     ]);
     const routes = useMemo(()=>crmRoutes(basePath != null ? basePath : ''), [
@@ -197,9 +197,9 @@ import { invalidateAggregateReads, useAggregateRead } from "./reports/use-aggreg
                                     }
                                 },
                                 "aria-label": "Report period",
-                                children: Aglyn.CRM_REPORT_PERIODS.map((period)=>/*#__PURE__*/ _jsx(ToggleButton, {
+                                children: CRM_REPORT_PERIODS.map((period)=>/*#__PURE__*/ _jsx(ToggleButton, {
                                         value: period,
-                                        children: Aglyn.CRM_REPORT_PERIOD_LABELS[period]
+                                        children: CRM_REPORT_PERIOD_LABELS[period]
                                     }, period))
                             }),
                             /*#__PURE__*/ _jsx(Button, {