@aglyn/plugins-crm 1.0.0-beta.219 → 1.0.0-beta.221

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/**\n * The leads a scope may see, first seen in a range (AGL-3275).\n *\n * `visibleTo` is the site's tokens under a site, and `null` at the\n * organization level where an org-wide member reads without a clause. The\n * range stays a single-field one; with the scope clause it composes with the\n * `visibleTo` + `firstSeenAtMs` entry in `cloud/firebase-firestore.indexes.json`.\n */\nfunction leadsBetween(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n  from: number,\n  to: number,\n) {\n  return query(\n    collection(firestore, 'orgs', orgId, 'leads'),\n    ...(visibleTo ? [where('visibleTo', 'array-contains-any', [...visibleTo])] : []),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.\n *\n * This totaled one aggregate and one window PER SITE, because the sites'\n * lead collections were disjoint. They share one collection now, so a sum\n * would count a lead that two brands in a consent group both hold once for\n * each of them — and the merge that existed so a busy site could not crowd\n * out a quiet one has nothing left to balance. One aggregate and one\n * bounded read, unscoped, as an org-wide member's reads are.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n  const key = hostIds?.join('\\n') ?? ''\n\n  /*\n   * ONE READ, not one per site (AGL-3275). The sites share a collection now,\n   * so a lead two brands in a consent group both hold would be counted once\n   * for each of them — and the org's funnel would report more leads than the\n   * org has. `null` tokens is the org-wide read that carries no clause.\n   */\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:counts:org') },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      getDocs(\n        query(\n          leadsBetween(firestore, report.scope[1], null, range.from, range.to),\n          orderBy('firstSeenAtMs', 'desc'),\n          limit(LEAD_CEILING + 1),\n        ),\n      ).then((snapshot) =>\n        ceilingedWindow(\n          snapshot.docs.map(\n            (document) => ({ ...document.data(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` — at most ${LEAD_CEILING.toLocaleString()}` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'The organization’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => Aglyn.leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('lead-funnel', period)}\n              columns={COLUMNS}\n              rows={() => [\n                ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n                  'Status',\n                  Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n                  funnel.byStatus[leadStatus],\n                  share(funnel.byStatus[leadStatus], funnel.total) ?? '',\n                ]),\n                ...funnel.reasons.map((reason) => [\n                  'Unqualified reason',\n                  reason.label,\n                  reason.count,\n                  share(reason.count, funnel.byStatus.unqualified) ?? '',\n                ]),\n              ]}\n              disabled={!read || !funnel.total}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('leads')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open leads'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No leads captured in this period.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Why leads were unqualified'}>\n          <ReportBreakdown\n            rows={reasons.map((reason) => ({\n              key: reason.key,\n              label: reason.label,\n              value: reason.count,\n              note: share(reason.count, funnel.byStatus.unqualified) ?? undefined,\n              color: 'warning.main',\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'\n            }\n          />\n          {moreReasons > 0 ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`And ${plural(moreReasons, 'other reason')}, each given once or twice.`}\n            </Typography>\n          ) : null}\n        </Section>\n        {/* What the funnel, and so the export, is placed from when that is not everything. */}\n        {caption ? 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\nimport { deltaPercent, leadFunnel } from '../../model/crm-reports'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/**\n * The leads a scope may see, first seen in a range (AGL-3275).\n *\n * `visibleTo` is the site's tokens under a site, and `null` at the\n * organization level where an org-wide member reads without a clause. The\n * range stays a single-field one; with the scope clause it composes with the\n * `visibleTo` + `firstSeenAtMs` entries in `cloud/firebase-firestore.indexes.json`\n * — the descending one for the window, the ascending one for the counts,\n * which name no order (AGL-3443).\n */\nfunction leadsBetween(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n  from: number,\n  to: number,\n) {\n  return query(\n    collection(firestore, 'orgs', orgId, 'leads'),\n    ...(visibleTo ? [where('visibleTo', 'array-contains-any', [...visibleTo])] : []),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.\n *\n * This totaled one aggregate and one window PER SITE, because the sites'\n * lead collections were disjoint. They share one collection now, so a sum\n * would count a lead that two brands in a consent group both hold once for\n * each of them — and the merge that existed so a busy site could not crowd\n * out a quiet one has nothing left to balance. One aggregate and one\n * bounded read, unscoped, as an org-wide member's reads are.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n\n  /*\n   * ONE READ, not one per site (AGL-3275). The sites share a collection now,\n   * so a lead two brands in a consent group both hold would be counted once\n   * for each of them — and the org's funnel would report more leads than the\n   * org has. `null` tokens is the org-wide read that carries no clause.\n   */\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:counts:org') },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      getDocs(\n        query(\n          leadsBetween(firestore, report.scope[1], null, range.from, range.to),\n          orderBy('firstSeenAtMs', 'desc'),\n          limit(LEAD_CEILING + 1),\n        ),\n      ).then((snapshot) =>\n        ceilingedWindow(\n          snapshot.docs.map(\n            (document) => ({ ...document.data(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` — at most ${LEAD_CEILING.toLocaleString()}` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'The organization’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('lead-funnel', period)}\n              columns={COLUMNS}\n              rows={() => [\n                ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n                  'Status',\n                  Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n                  funnel.byStatus[leadStatus],\n                  share(funnel.byStatus[leadStatus], funnel.total) ?? '',\n                ]),\n                ...funnel.reasons.map((reason) => [\n                  'Unqualified reason',\n                  reason.label,\n                  reason.count,\n                  share(reason.count, funnel.byStatus.unqualified) ?? '',\n                ]),\n              ]}\n              disabled={!read || !funnel.total}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('leads')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open leads'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? 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package/src/lib/components/reports/pipeline-card.js

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

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 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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'));