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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => Aglyn.localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { localDayBounds } from '../../model/crm-reports'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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package/src/lib/components/reports/won-lost-by-owner-card.js

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

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

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

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: Aglyn.CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => Aglyn.crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as Aglyn.CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {Aglyn.CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {Aglyn.CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\nimport {\n  CRM_REPORT_PERIOD_LABELS,\n  CRM_REPORT_PERIODS,\n  type CrmReportPeriod,\n  crmReportRange,\n} from '../model/crm-reports'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default ContactsReportsSection\n"],"names":["mdiRefresh","MdiIcon","CardColumns","Button","Stack","ToggleButton","ToggleButtonGroup","Typography","getCountFromServer","query","useCallback","useMemo","useState","useFirestore","useCrmScope","crmRoutes","ActivityCard","ClosedDealsCard","ContactsMixCard","ContactsTrendCard","ForecastCard","LeadFunnelCard","PipelineCard","SourceConversionCard","WonLostByOwnerCard","reportCacheKey","reportCachePrefix","scopedCollection","visibleToClause","TasksCard","invalidateAggregateReads","useAggregateRead","CRM_REPORT_PERIOD_LABELS","CRM_REPORT_PERIODS","crmReportRange","ContactsReportsSection","props","hostId","org","basePath","firestore","scope","dataScope","consentGroup","visibleTo","tokens","groupId","orgRecord","view","setView","period","nowMs","Date","now","range","routes","refresh","current","report","totalContacts","then","snapshot","data","count","cacheKey","spacing","direction","sx","alignItems","justifyContent","flexWrap","variant","component","rowGap","exclusive","size","color","value","onChange","_event","next","aria-label","map","startIcon","path","disabled","onClick","items","key","children","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,UAAU,QAAQ,yBAAwB;AACnD,SACEC,OAAO,QAAQ,uBAAsB;AACvC,SAASC,WAAW,QAAQ,+CAA8C;AAC1E,SACEC,MAAM,EACNC,KAAK,EACLC,YAAY,EACZC,iBAAiB,EACjBC,UAAU,QACL,gBAAe;AACtB,SAASC,kBAAkB,EAAEC,KAAK,QAAQ,qBAAoB;AAC9D,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,kBAAkB,QAAQ,sCAAkC;AACrE,SAEEC,cAAc,EACdC,iBAAiB,EACjBC,gBAAgB,EAChBC,eAAe,QACV,4BAAwB;AAC/B,SAASC,SAAS,QAAQ,0BAAsB;AAChD,SAASC,wBAAwB,EAAEC,gBAAgB,QAAQ,kCAA8B;AACzF,SACEC,wBAAwB,EACxBC,kBAAkB,EAElBC,cAAc,QACT,0BAAsB;AAE7B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,uBAAuBC,KAA6B;;IAClE,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGH;IAClC,MAAMI,YAAY3B;IAClB,sEAAsE;IACtE,uEAAuE;IACvE,sEAAsE;IACtE,sEAAsE;IACtE,MAAM,EAAE4B,OAAOC,SAAS,EAAEC,YAAY,EAAEC,SAAS,EAAE,GAAG9B,YAAY;QAAEuB;QAAQC;IAAI;IAChF,yEAAyE;IACzE,4DAA4D;IAC5D,MAAMO,SAASlC,QAAQ,IAAOiC,YAAY;eAAIA;SAAU,GAAG,MAAO;QAACA;KAAU;IAC7E,MAAME,kBAAUH,gCAAAA,aAAcG,OAAO,mBAAI;IACzC,MAAMC,YAAaT,cAAAA,MAAO;IAC1B;;;;GAIC,GACD,MAAM,CAACU,MAAMC,QAAQ,GAAGrC,SAGrB,IAAO,CAAA;YAAEsC,QAAQ;YAAOC,OAAOC,KAAKC,GAAG;QAAG,CAAA;IAC7C,MAAMC,QAAQ3C,QACZ,IAAMuB,eAAec,KAAKE,MAAM,EAAEF,KAAKG,KAAK,GAC5C;QAACH;KAAK;IAER,MAAMO,SAAS5C,QAAQ,IAAMI,UAAUwB,mBAAAA,WAAY,KAAK;QAACA;KAAS;IAClE,MAAMiB,UAAU9C,YAAY;QAC1B,IAAIgC,WAAW;YACbZ,yBAAyBJ,kBAAkB;gBAAEe,OAAOC;gBAAWG;gBAAQC;YAAQ;QACjF;QACA,uEAAuE;QACvE,2DAA2D;QAC3DG,QAAQ,CAACQ,UAAa,CAAA;gBAAEP,QAAQO,QAAQP,MAAM;gBAAEC,OAAOC,KAAKC,GAAG;YAAG,CAAA;IACpE,GAAG;QAACX;QAAWG;QAAQC;KAAQ;IAE/B,MAAMY,SAAS/C,QACb,IACE+B,YACI;YACED,OAAOC;YACPG;YACAC;YACAR,KAAKS;YACLG,QAAQF,KAAKE,MAAM;YACnBI;YACAH,OAAOH,KAAKG,KAAK;YACjBI;QACF,IACA,MACN;QAACb;QAAWG;QAAQC;QAASC;QAAWC;QAAMM;QAAOC;KAAO;IAG9D;;;GAGC,GACD,MAAMI,gBAAgB5B,iBACpB,IACEW,YACIlC,mBACEC,MACEkB,iBAAiBa,WAAWE,WAAW,gBACpCd,gBAAgBiB,UAErBe,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK,IAC1C,MACN,sEAAsE;IACtE,sDAAsD;IACtD;QAACvB;QAAWE;QAAWG;QAAQG,KAAKG,KAAK;KAAC,EAC1CO,SAAS;QAAEM,UAAUvC,eAAeiC,QAAQ;IAAkB,IAAI,CAAC;IAGrE,qBACE,MAACtD;QAAM6D,SAAS;;0BACd,MAAC7D;gBACC8D,WAAU;gBACVD,SAAS;gBACTE,IAAI;oBACFC,YAAY;oBACZC,gBAAgB;oBAChBC,UAAU;gBACZ;;kCAEA,KAAC/D;wBAAWgE,SAAQ;wBAAKC,WAAU;kCAChC;;kCAEH,MAACpE;wBAAM8D,WAAU;wBAAMD,SAAS;wBAAGE,IAAI;4BAAEC,YAAY;4BAAUE,UAAU;4BAAQG,QAAQ;wBAAE;;0CACzF,KAACnE;gCACCoE,SAAS;gCACTC,MAAK;gCACLC,OAAM;gCACNC,OAAO7B,KAAKE,MAAM;gCAClB4B,UAAU,CAACC,QAAQC;oCACjB,IAAIA,MAAM;wCACR/B,QAAQ;4CAAEC,QAAQ8B;4CAAyB7B,OAAOC,KAAKC,GAAG;wCAAG;oCAC/D;gCACF;gCACA4B,cAAW;0CAEVhD,mBAAmBiD,GAAG,CAAC,CAAChC,uBACvB,KAAC7C;wCAA0BwE,OAAO3B;kDAC/BlB,wBAAwB,CAACkB,OAAO;uCADhBA;;0CAKvB,KAAC/C;gCACCwE,MAAK;gCACLQ,yBAAW,KAAClF;oCAAQmF,MAAMpF,WAAWoF,IAAI;oCAAET,MAAM;;gCACjDU,UAAU,CAAC3B;gCACX4B,SAAS9B;0CAER;;;;;;YAINE,uBACC;;kCAQE,KAACxD;wBACC+D,SAAS;wBACTsB,OAAO;4BACL;gCACEC,KAAK;gCACLC,wBACE,KAACtE;oCAAkBuC,QAAQA;oCAAQC,eAAeA;;4BAEtD;4BACA;gCACE6B,KAAK;gCACLC,wBACE,KAACvE;oCAAgBwC,QAAQA;oCAAQC,eAAeA;;4BAEpD;4BACA;gCAAE6B,KAAK;gCAAqBC,wBAAU,KAAClE;oCAAqBmC,QAAQA;;4BAAW;4BAC/E;gCAAE8B,KAAK;gCAAeC,wBAAU,KAACpE;oCAAeqC,QAAQA;oCAAQrB,QAAQA;;4BAAW;4BACnF;gCAAEmD,KAAK;gCAAYC,wBAAU,KAACnE;oCAAaoC,QAAQA;;4BAAW;4BAC9D;gCACE8B,KAAK;gCACL;;;;;;;;;gBASA,GACAC,wBACE,MAACrF;oCAAM6D,SAAS;;sDACd,KAAChD;4CAAgByC,QAAQA;;sDACzB,KAAClC;4CAAmBkC,QAAQA;;;;4BAGlC;yBACD;;kCAMH,MAACtD;wBAAM6D,SAAS;;0CACd,KAACjD;gCAAa0C,QAAQA;;0CACtB,KAACtC;gCAAasC,QAAQA;;0CACtB,KAAC7B;gCAAU6B,QAAQA;;;;;+BAIvB,KAACnD;gBAAWgE,SAAQ;gBAAQK,OAAM;0BAC/B;;;;AAKX;AACAzC,uBAAuBuD,WAAW,GAAG;AAErC,eAAevD,uBAAsB"}

package/src/lib/constants/bundle-common.d.ts

@@ -12,3 +12,5 @@
  * (AGL-2614), so `contacts` now reads as an unknown id like any other.
  */
 export declare const BUNDLE_ID = "crm";
+/** The records band's meter in the monthly usage sweep (`server/crm-records-meter.ts`). */
+export declare const CRM_RECORDS_METER_ID = "records";

package/src/lib/constants/bundle-common.js

@@ -10,5 +10,6 @@
  * the old value was retired once that backfill reported nothing left
  * (AGL-2614), so `contacts` now reads as an unknown id like any other.
  */ export const BUNDLE_ID = 'crm';
+/** The records band's meter in the monthly usage sweep (`server/crm-records-meter.ts`). */ export const CRM_RECORDS_METER_ID = 'records';
 
 //# sourceMappingURL=bundle-common.js.map

package/src/lib/constants/bundle-common.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/bundle-common.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 */\n\n/**\n * The persisted plugin id (AGL-2595). It was `contacts` while the surface was\n * one list; the stored lists were rewritten and the plugin manager's alias for\n * the old value was retired once that backfill reported nothing left\n * (AGL-2614), so `contacts` now reads as an unknown id like any other.\n */\nexport const BUNDLE_ID = 'crm'\n"],"names":["BUNDLE_ID"],"mappings":"AAAA;;;;;;CAMC,GAED;;;;;CAKC,GACD,OAAO,MAAMA,YAAY,MAAK"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/bundle-common.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 */\n\n/**\n * The persisted plugin id (AGL-2595). It was `contacts` while the surface was\n * one list; the stored lists were rewritten and the plugin manager's alias for\n * the old value was retired once that backfill reported nothing left\n * (AGL-2614), so `contacts` now reads as an unknown id like any other.\n */\nexport const BUNDLE_ID = 'crm'\n\n/** The records band's meter in the monthly usage sweep (`server/crm-records-meter.ts`). */\nexport const CRM_RECORDS_METER_ID = 'records'\n"],"names":["BUNDLE_ID","CRM_RECORDS_METER_ID"],"mappings":"AAAA;;;;;;CAMC,GAED;;;;;CAKC,GACD,OAAO,MAAMA,YAAY,MAAK;AAE9B,yFAAyF,GACzF,OAAO,MAAMC,uBAAuB,UAAS"}

package/src/lib/declarations.console-server.d.ts

@@ -28,6 +28,10 @@
  * records band and collection sizes join `GET /v1/usage`. The API is the
  * console's alone, so the tenant runtime does not register them.
  *
+ * It also clears a removed container off the CRM's records: a campaign is
+ * deleted from the console, and its owner asks every plugin's membership
+ * detacher first (`server/container-detach.ts`).
+ *
  * Light at boot: each resource's module is imported with its first request,
  * the descriptions when the document is first built, and the usage reader
  * with the first usage call.

package/src/lib/declarations.console-server.js

@@ -16,6 +16,7 @@
  */ // The registry's own module, not the data layer's barrel: boot needs one
 // registry, not the whole server surface.
 import { registerApiV1Resource, registerApiV1UsageFigures } from "@aglyn/tenant-data-admin/server/api-v1-resources";
+import { listPluginMembershipDetachers, registerPluginMembershipDetacher } from "@aglyn/aglyn/plugin-manager/plugin-membership-detach";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
 /**
  * The plan feature every CRM resource of `/v1` needs, and the sentence its
@@ -80,6 +81,10 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
  * records band and collection sizes join `GET /v1/usage`. The API is the
  * console's alone, so the tenant runtime does not register them.
  *
+ * It also clears a removed container off the CRM's records: a campaign is
+ * deleted from the console, and its owner asks every plugin's membership
+ * detacher first (`server/container-detach.ts`).
+ *
  * Light at boot: each resource's module is imported with its first request,
  * the descriptions when the document is first built, and the usage reader
  * with the first usage call.
@@ -98,6 +103,13 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
     registerApiV1UsageFigures(async (ctx)=>(await import("./server/api-v1/usage.js")).crmUsageFigures(ctx), {
         pluginId: BUNDLE_ID
     });
+    // A removed container — a deleted campaign — comes off every lead and every
+    // contact facet naming it, before its owner removes it (AGL-3080).
+    if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {
+        registerPluginMembershipDetacher(async (request)=>(await import("./server/container-detach.js")).crmContainerDetacher(request), {
+            pluginId: BUNDLE_ID
+        });
+    }
 }
 
 //# sourceMappingURL=declarations.console-server.js.map

package/src/lib/declarations.console-server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-server.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\n// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n}\n"],"names":["registerApiV1Resource","registerApiV1UsageFigures","BUNDLE_ID","CRM_SUITE","feature","message","CRM_API_V1_RESOURCES","args","handleContacts","handleCompanies","handlePipelines","handleDeals","handleTasks","handleActivities","handleLeads","handleEmailTemplates","registerCrmConsoleServerDeclarations","resource","handle","entitlement","describe","CRM_API_V1_DESCRIPTIONS","pluginId","ctx","crmUsageFigures"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,yEAAyE;AACzE,0CAA0C;AAC1C,SAEEA,qBAAqB,EACrBC,yBAAyB,QACpB,mDAAkD;AACzD,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;CAKC,GACD,MAAMC,YAAY;IAChBC,SAAS;IACTC,SACE,oEACA;AACJ;AAEA;;;;;;CAMC,GACD,MAAMC,uBAA+E;IACnF;QAAC;QAAY,OAAO,GAAGC,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,8BAA0B,EAAGC,cAAc,IAAID;KAAM;IACnG;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGE,eAAe,IAAIF;KAAM;IAC1G;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGG,eAAe,IAAIH;KAAM;IAC1G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGI,WAAW,IAAIJ;KAAM;IAC9F;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGK,WAAW,IAAIL;KAAM;IAC9F;QAAC;QAAc,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,oCAAgC,EAAGM,gBAAgB,IAAIN;KAAM;IAC7G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGO,WAAW,IAAIP;KAAM;IAC9F;QACE;QACA,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,yCAAqC,EAAGQ,oBAAoB,IAAIR;KAClG;CACF;AAED;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASS;IACd,KAAK,MAAM,CAACC,UAAUC,OAAO,IAAIZ,qBAAsB;QACrDN,sBACEiB,UACA;YACEC;YACAC,aAAahB;YACbiB,UAAU,UACR,AAAC,CAAA,MAAM,MAAM,CAAC,6BAAyB,EAAGC,uBAAuB,CAACJ,SAAS;QAC/E,GACA;YAAEK,UAAUpB;QAAU;IAE1B;IACAD,0BACE,OAAOsB,MAAQ,AAAC,CAAA,MAAM,MAAM,CAAC,2BAAuB,EAAGC,eAAe,CAACD,MACvE;QAAED,UAAUpB;IAAU;AAE1B"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-server.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\n// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport {\n  listPluginMembershipDetachers,\n  registerPluginMembershipDetacher,\n} from '@aglyn/aglyn/plugin-manager/plugin-membership-detach'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * It also clears a removed container off the CRM's records: a campaign is\n * deleted from the console, and its owner asks every plugin's membership\n * detacher first (`server/container-detach.ts`).\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n  // A removed container — a deleted campaign — comes off every lead and every\n  // contact facet naming it, before its owner removes it (AGL-3080).\n  if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {\n    registerPluginMembershipDetacher(\n      async (request) => (await import('./server/container-detach')).crmContainerDetacher(request),\n      { pluginId: BUNDLE_ID },\n    )\n  }\n}\n"],"names":["registerApiV1Resource","registerApiV1UsageFigures","listPluginMembershipDetachers","registerPluginMembershipDetacher","BUNDLE_ID","CRM_SUITE","feature","message","CRM_API_V1_RESOURCES","args","handleContacts","handleCompanies","handlePipelines","handleDeals","handleTasks","handleActivities","handleLeads","handleEmailTemplates","registerCrmConsoleServerDeclarations","resource","handle","entitlement","describe","CRM_API_V1_DESCRIPTIONS","pluginId","ctx","crmUsageFigures","includes","request","crmContainerDetacher"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,yEAAyE;AACzE,0CAA0C;AAC1C,SAEEA,qBAAqB,EACrBC,yBAAyB,QACpB,mDAAkD;AACzD,SACEC,6BAA6B,EAC7BC,gCAAgC,QAC3B,uDAAsD;AAC7D,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;CAKC,GACD,MAAMC,YAAY;IAChBC,SAAS;IACTC,SACE,oEACA;AACJ;AAEA;;;;;;CAMC,GACD,MAAMC,uBAA+E;IACnF;QAAC;QAAY,OAAO,GAAGC,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,8BAA0B,EAAGC,cAAc,IAAID;KAAM;IACnG;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGE,eAAe,IAAIF;KAAM;IAC1G;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGG,eAAe,IAAIH;KAAM;IAC1G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGI,WAAW,IAAIJ;KAAM;IAC9F;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGK,WAAW,IAAIL;KAAM;IAC9F;QAAC;QAAc,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,oCAAgC,EAAGM,gBAAgB,IAAIN;KAAM;IAC7G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGO,WAAW,IAAIP;KAAM;IAC9F;QACE;QACA,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,yCAAqC,EAAGQ,oBAAoB,IAAIR;KAClG;CACF;AAED;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GACD,OAAO,SAASS;IACd,KAAK,MAAM,CAACC,UAAUC,OAAO,IAAIZ,qBAAsB;QACrDR,sBACEmB,UACA;YACEC;YACAC,aAAahB;YACbiB,UAAU,UACR,AAAC,CAAA,MAAM,MAAM,CAAC,6BAAyB,EAAGC,uBAAuB,CAACJ,SAAS;QAC/E,GACA;YAAEK,UAAUpB;QAAU;IAE1B;IACAH,0BACE,OAAOwB,MAAQ,AAAC,CAAA,MAAM,MAAM,CAAC,2BAAuB,EAAGC,eAAe,CAACD,MACvE;QAAED,UAAUpB;IAAU;IAExB,4EAA4E;IAC5E,mEAAmE;IACnE,IAAI,CAACF,gCAAgCyB,QAAQ,CAACvB,YAAY;QACxDD,iCACE,OAAOyB,UAAY,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGC,oBAAoB,CAACD,UACpF;YAAEJ,UAAUpB;QAAU;IAE1B;AACF"}

package/src/lib/declarations.server.d.ts

@@ -16,6 +16,7 @@
  */
 import { type PluginContactCaptureWriter } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture';
 import { type PluginRecordIndex } from '@aglyn/aglyn/plugin-manager/plugin-record-index';
+import { type PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline';
 /**
  * The CRM as the plugin that keeps people.
  *
@@ -31,6 +32,11 @@ export declare const crmContactCaptureWriter: PluginContactCaptureWriter;
  * `server/pipeline-record-index.ts` for what it answers.
  */
 export declare const crmPipelineRecordIndex: PluginRecordIndex;
+/**
+ * The CRM's writer on the record-timeline seam (AGL-2981), deferred: the
+ * writer and the Admin SDK it brings load with the first entry filed.
+ */
+export declare const crmRecordTimelineWriter: PluginRecordTimelineWriter;
 /**
  * The plugin's SERVER declarations: what the server must know at boot, before
  * any door of the CRM has been called.

package/src/lib/declarations.server.js

@@ -21,8 +21,10 @@ import { registerPluginLeadConversionListener } from "@aglyn/aglyn/plugin-manage
 import { registerPluginPersonMatcher } from "@aglyn/aglyn/plugin-manager/plugin-person-matches";
 import { registerPluginRecordIndex } from "@aglyn/aglyn/plugin-manager/plugin-record-index";
 import { registerPluginRecordEmailStateWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-email-state";
+import { registerPluginRecordTimelineWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-timeline";
 import { registerPluginRecordWrittenListener } from "@aglyn/aglyn/plugin-manager/plugin-record-written";
-import { BUNDLE_ID } from "./constants/bundle-common.js";
+import { registerPluginUsageMeter } from "@aglyn/aglyn/plugin-manager/plugin-usage-meters";
+import { BUNDLE_ID, CRM_RECORDS_METER_ID } from "./constants/bundle-common.js";
 import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
 /**
  * The CRM as the plugin that keeps people.
@@ -51,6 +53,23 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
         return pipelineRecordIndex.get(request);
     }
 };
+/**
+ * The CRM's writer on the record-timeline seam (AGL-2981), deferred: the
+ * writer and the Admin SDK it brings load with the first entry filed.
+ */ export const crmRecordTimelineWriter = {
+    async logActivity (request) {
+        const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } = await import("./server/record-timeline.js");
+        return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).logActivity(request);
+    },
+    async createTask (request) {
+        const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } = await import("./server/record-timeline.js");
+        return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).createTask(request);
+    },
+    async recordEmailDelivery (request) {
+        const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } = await import("./server/record-timeline.js");
+        return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).recordEmailDelivery(request);
+    }
+};
 /**
  * The plugin's SERVER declarations: what the server must know at boot, before
  * any door of the CRM has been called.
@@ -116,10 +135,29 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
         async stamp (request) {
             const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } = await import("./server/record-email-state.js");
             return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).stamp(request);
+        },
+        // A send's first opens and clicks, stamped on the contacts they name
+        // (AGL-2616) — the campaign webhook's courtesy, deferred like the rest.
+        async engaged (request) {
+            const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } = await import("./server/record-email-state.js");
+            return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).engaged(request);
+        },
+        // A delivered campaign's leads, moved to Nurturing (AGL-3446).
+        async reached (request) {
+            const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } = await import("./server/record-email-state.js");
+            return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).reached(request);
         }
     }, {
         pluginId: BUNDLE_ID
     });
+    // The record timeline writer (AGL-2981), here as well as in the API
+    // surfaces so a door in either app reaches it: a booking confirmed on the
+    // tenant, or by the payment webhook, files its meeting and follow-up
+    // through it (AGL-2660). Deferred like the rest; an API registration
+    // replaces this one with the same writer, loaded eagerly.
+    registerPluginRecordTimelineWriter(crmRecordTimelineWriter, {
+        pluginId: BUNDLE_ID
+    });
     // Sharing rules (AGL-3336), re-evaluated after every server write of a
     // lead, a contact, a company or a deal: the core tells its record-written
     // listeners from the list-field restamp every such writer ends with, in
@@ -151,6 +189,18 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
     }, {
         pluginId: BUNDLE_ID
     });
+    // The records band in the monthly usage sweep, a core cron that never
+    // loads a CRM door; declared in `usageAxes` so the sweep refuses to bill a
+    // month without it. Deferred like the rest: the counts load with the
+    // first sweep.
+    registerPluginUsageMeter({
+        pluginId: BUNDLE_ID,
+        id: CRM_RECORDS_METER_ID,
+        measure: async (context)=>{
+            const { measureCrmRecords } = await import("./server/crm-records-meter.js");
+            return measureCrmRecords(context);
+        }
+    });
 }
 
 //# sourceMappingURL=declarations.server.js.map

package/src/lib/declarations.server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.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\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport { registerPluginConsentGroupParticipant } from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport {\n  registerPluginRecordIndex,\n  type PluginRecordIndex,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-index'\nimport { registerPluginRecordEmailStateWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { registerPluginRecordWrittenListener } from '@aglyn/aglyn/plugin-manager/plugin-record-written'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { summarizeConsentGroupChange } from './model/consent-group-summary'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The `pipeline` record index, its reads loaded with the first one — see\n * `server/pipeline-record-index.ts` for what it answers.\n */\nexport const crmPipelineRecordIndex: PluginRecordIndex = {\n  async list(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.list(request)\n  },\n  async get(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.get(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's share of a consent group change (AGL-3320): a contact's\n  // per-site refusal carried across a separation, and the records keyed by a\n  // group re-homed after the flip. Registered whether or not a workspace has\n  // the CRM switched on, because the contacts — and the refusals on them —\n  // outlive the switch. Deferred like the rest; the summary is plain words\n  // and answers synchronously.\n  // The record email-state writer (AGL-3245), here as well as in the console\n  // API so the tenant's doors reach it too: a form submission's capture is\n  // checked for deliverability after its response (AGL-3328), and the \"Would\n  // bounce\" that check finds is written through this seam. Deferred like the\n  // rest; the console's own registration replaces this one with the same\n  // writer, loaded eagerly.\n  registerPluginRecordEmailStateWriter(\n    {\n      async stamp(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).stamp(request)\n      },\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // Sharing rules (AGL-3336), re-evaluated after every server write of a\n  // lead, a contact, a company or a deal: the core tells its record-written\n  // listeners from the list-field restamp every such writer ends with, in\n  // both apps — a form's capture on the tenant, an edit in the console.\n  // Deferred like the rest: an org with no rules pays one cached read.\n  registerPluginRecordWrittenListener(\n    async (event) => {\n      const { crmSharingRecordWritten } = await import('./server/crm-sharing')\n      await crmSharingRecordWritten(event)\n    },\n    { pluginId: BUNDLE_ID, key: 'sharing' },\n  )\n  // The organization's pipelines and their stages, as another plugin reads\n  // them (AGL-3080): an automation the AI drafts names the stage a deal\n  // moves to. Deferred like the rest: the reads load with the first one.\n  registerPluginRecordIndex('pipeline', crmPipelineRecordIndex, { pluginId: BUNDLE_ID })\n  registerPluginConsentGroupParticipant(\n    {\n      async preview(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.preview(request)\n      },\n      async run(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.run(request)\n      },\n      summarize: summarizeConsentGroupChange,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n\n"],"names":["registerPluginConsentGroupParticipant","registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","registerPluginRecordIndex","registerPluginRecordEmailStateWriter","registerPluginRecordWrittenListener","BUNDLE_ID","summarizeConsentGroupChange","crmContactCaptureWriter","capture","request","captureContactForCrm","crmPipelineRecordIndex","list","pipelineRecordIndex","get","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople","stamp","createCrmRecordEmailStateWriter","defaultCrmRecordEmailStateDeps","event","crmSharingRecordWritten","key","preview","consentGroupParticipant","run","summarize"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SAASA,qCAAqC,QAAQ,0DAAyD;AAC/G,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SACEC,yBAAyB,QAEpB,kDAAiD;AACxD,SAASC,oCAAoC,QAAQ,wDAAuD;AAC5G,SAASC,mCAAmC,QAAQ,oDAAmD;AACvG,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,2BAA2B,QAAQ,mCAA+B;AAE3E;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;CAGC,GACD,OAAO,MAAME,yBAA4C;IACvD,MAAMC,MAAKH,OAAO;QAChB,MAAM,EAAEI,mBAAmB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC7C,OAAOA,oBAAoBD,IAAI,CAACH;IAClC;IACA,MAAMK,KAAIL,OAAO;QACf,MAAM,EAAEI,mBAAmB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC7C,OAAOA,oBAAoBC,GAAG,CAACL;IACjC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASM;IACdhB,mCAAmCQ,yBAAyB;QAC1DS,UAAUX;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DL,qCACE,OAAOS;QACL,MAAM,EAAEQ,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BR;IACxC,GACA;QAAEO,UAAUX;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvEJ,4BACE,OAAOQ;QACL,MAAM,EAAES,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAeT;IACxB,GACA;QAAEO,UAAUX;IAAU;IAExB,oEAAoE;IACpE,2EAA2E;IAC3E,2EAA2E;IAC3E,yEAAyE;IACzE,yEAAyE;IACzE,6BAA6B;IAC7B,2EAA2E;IAC3E,yEAAyE;IACzE,2EAA2E;IAC3E,2EAA2E;IAC3E,uEAAuE;IACvE,0BAA0B;IAC1BF,qCACE;QACE,MAAMgB,OAAMV,OAAO;YACjB,MAAM,EAAEW,+BAA+B,EAAEC,8BAA8B,EAAE,GACvE,MAAM,MAAM,CAAC;YACf,OAAOD,gCAAgCC,kCAAkCF,KAAK,CAACV;QACjF;IACF,GACA;QAAEO,UAAUX;IAAU;IAExB,uEAAuE;IACvE,0EAA0E;IAC1E,wEAAwE;IACxE,sEAAsE;IACtE,qEAAqE;IACrED,oCACE,OAAOkB;QACL,MAAM,EAAEC,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;QACjD,MAAMA,wBAAwBD;IAChC,GACA;QAAEN,UAAUX;QAAWmB,KAAK;IAAU;IAExC,yEAAyE;IACzE,sEAAsE;IACtE,uEAAuE;IACvEtB,0BAA0B,YAAYS,wBAAwB;QAAEK,UAAUX;IAAU;IACpFP,sCACE;QACE,MAAM2B,SAAQhB,OAAO;YACnB,MAAM,EAAEiB,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBD,OAAO,CAAChB;QACzC;QACA,MAAMkB,KAAIlB,OAAO;YACf,MAAM,EAAEiB,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBC,GAAG,CAAClB;QACrC;QACAmB,WAAWtB;IACb,GACA;QAAEU,UAAUX;IAAU;AAE1B"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.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\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport { registerPluginConsentGroupParticipant } from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport {\n  registerPluginRecordIndex,\n  type PluginRecordIndex,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-index'\nimport { registerPluginRecordEmailStateWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport {\n  registerPluginRecordTimelineWriter,\n  type PluginRecordTimelineWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport { registerPluginRecordWrittenListener } from '@aglyn/aglyn/plugin-manager/plugin-record-written'\nimport { registerPluginUsageMeter } from '@aglyn/aglyn/plugin-manager/plugin-usage-meters'\nimport { BUNDLE_ID, CRM_RECORDS_METER_ID } from './constants/bundle-common'\nimport { summarizeConsentGroupChange } from './model/consent-group-summary'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The `pipeline` record index, its reads loaded with the first one — see\n * `server/pipeline-record-index.ts` for what it answers.\n */\nexport const crmPipelineRecordIndex: PluginRecordIndex = {\n  async list(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.list(request)\n  },\n  async get(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.get(request)\n  },\n}\n\n/**\n * The CRM's writer on the record-timeline seam (AGL-2981), deferred: the\n * writer and the Admin SDK it brings load with the first entry filed.\n */\nexport const crmRecordTimelineWriter: PluginRecordTimelineWriter = {\n  async logActivity(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).logActivity(request)\n  },\n  async createTask(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).createTask(request)\n  },\n  async recordEmailDelivery(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).recordEmailDelivery!(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's share of a consent group change (AGL-3320): a contact's\n  // per-site refusal carried across a separation, and the records keyed by a\n  // group re-homed after the flip. Registered whether or not a workspace has\n  // the CRM switched on, because the contacts — and the refusals on them —\n  // outlive the switch. Deferred like the rest; the summary is plain words\n  // and answers synchronously.\n  // The record email-state writer (AGL-3245), here as well as in the console\n  // API so the tenant's doors reach it too: a form submission's capture is\n  // checked for deliverability after its response (AGL-3328), and the \"Would\n  // bounce\" that check finds is written through this seam. Deferred like the\n  // rest; the console's own registration replaces this one with the same\n  // writer, loaded eagerly.\n  registerPluginRecordEmailStateWriter(\n    {\n      async stamp(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).stamp(request)\n      },\n      // A send's first opens and clicks, stamped on the contacts they name\n      // (AGL-2616) — the campaign webhook's courtesy, deferred like the rest.\n      async engaged(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).engaged!(request)\n      },\n      // A delivered campaign's leads, moved to Nurturing (AGL-3446).\n      async reached(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).reached!(request)\n      },\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record timeline writer (AGL-2981), here as well as in the API\n  // surfaces so a door in either app reaches it: a booking confirmed on the\n  // tenant, or by the payment webhook, files its meeting and follow-up\n  // through it (AGL-2660). Deferred like the rest; an API registration\n  // replaces this one with the same writer, loaded eagerly.\n  registerPluginRecordTimelineWriter(crmRecordTimelineWriter, { pluginId: BUNDLE_ID })\n  // Sharing rules (AGL-3336), re-evaluated after every server write of a\n  // lead, a contact, a company or a deal: the core tells its record-written\n  // listeners from the list-field restamp every such writer ends with, in\n  // both apps — a form's capture on the tenant, an edit in the console.\n  // Deferred like the rest: an org with no rules pays one cached read.\n  registerPluginRecordWrittenListener(\n    async (event) => {\n      const { crmSharingRecordWritten } = await import('./server/crm-sharing')\n      await crmSharingRecordWritten(event)\n    },\n    { pluginId: BUNDLE_ID, key: 'sharing' },\n  )\n  // The organization's pipelines and their stages, as another plugin reads\n  // them (AGL-3080): an automation the AI drafts names the stage a deal\n  // moves to. Deferred like the rest: the reads load with the first one.\n  registerPluginRecordIndex('pipeline', crmPipelineRecordIndex, { pluginId: BUNDLE_ID })\n  registerPluginConsentGroupParticipant(\n    {\n      async preview(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.preview(request)\n      },\n      async run(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.run(request)\n      },\n      summarize: summarizeConsentGroupChange,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The records band in the monthly usage sweep, a core cron that never\n  // loads a CRM door; declared in `usageAxes` so the sweep refuses to bill a\n  // month without it. Deferred like the rest: the counts load with the\n  // first sweep.\n  registerPluginUsageMeter({\n    pluginId: BUNDLE_ID,\n    id: CRM_RECORDS_METER_ID,\n    measure: async (context) => {\n      const { measureCrmRecords } = await import('./server/crm-records-meter')\n      return measureCrmRecords(context)\n    },\n  })\n}\n\n"],"names":["registerPluginConsentGroupParticipant","registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","registerPluginRecordIndex","registerPluginRecordEmailStateWriter","registerPluginRecordTimelineWriter","registerPluginRecordWrittenListener","registerPluginUsageMeter","BUNDLE_ID","CRM_RECORDS_METER_ID","summarizeConsentGroupChange","crmContactCaptureWriter","capture","request","captureContactForCrm","crmPipelineRecordIndex","list","pipelineRecordIndex","get","crmRecordTimelineWriter","logActivity","createCrmRecordTimelineWriter","defaultCrmRecordTimelineDeps","createTask","recordEmailDelivery","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople","stamp","createCrmRecordEmailStateWriter","defaultCrmRecordEmailStateDeps","engaged","reached","event","crmSharingRecordWritten","key","preview","consentGroupParticipant","run","summarize","id","measure","context","measureCrmRecords"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SAASA,qCAAqC,QAAQ,0DAAyD;AAC/G,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SACEC,yBAAyB,QAEpB,kDAAiD;AACxD,SAASC,oCAAoC,QAAQ,wDAAuD;AAC5G,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,mCAAmC,QAAQ,oDAAmD;AACvG,SAASC,wBAAwB,QAAQ,kDAAiD;AAC1F,SAASC,SAAS,EAAEC,oBAAoB,QAAQ,+BAA2B;AAC3E,SAASC,2BAA2B,QAAQ,mCAA+B;AAE3E;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;CAGC,GACD,OAAO,MAAME,yBAA4C;IACvD,MAAMC,MAAKH,OAAO;QAChB,MAAM,EAAEI,mBAAmB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC7C,OAAOA,oBAAoBD,IAAI,CAACH;IAClC;IACA,MAAMK,KAAIL,OAAO;QACf,MAAM,EAAEI,mBAAmB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC7C,OAAOA,oBAAoBC,GAAG,CAACL;IACjC;AACF,EAAC;AAED;;;CAGC,GACD,OAAO,MAAMM,0BAAsD;IACjE,MAAMC,aAAYP,OAAO;QACvB,MAAM,EAAEQ,6BAA6B,EAAEC,4BAA4B,EAAE,GACnE,MAAM,MAAM,CAAC;QACf,OAAOD,8BAA8BC,gCAAgCF,WAAW,CAACP;IACnF;IACA,MAAMU,YAAWV,OAAO;QACtB,MAAM,EAAEQ,6BAA6B,EAAEC,4BAA4B,EAAE,GACnE,MAAM,MAAM,CAAC;QACf,OAAOD,8BAA8BC,gCAAgCC,UAAU,CAACV;IAClF;IACA,MAAMW,qBAAoBX,OAAO;QAC/B,MAAM,EAAEQ,6BAA6B,EAAEC,4BAA4B,EAAE,GACnE,MAAM,MAAM,CAAC;QACf,OAAOD,8BAA8BC,gCAAgCE,mBAAmB,CAAEX;IAC5F;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASY;IACdzB,mCAAmCW,yBAAyB;QAC1De,UAAUlB;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DP,qCACE,OAAOY;QACL,MAAM,EAAEc,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+Bd;IACxC,GACA;QAAEa,UAAUlB;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvEN,4BACE,OAAOW;QACL,MAAM,EAAEe,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAef;IACxB,GACA;QAAEa,UAAUlB;IAAU;IAExB,oEAAoE;IACpE,2EAA2E;IAC3E,2EAA2E;IAC3E,yEAAyE;IACzE,yEAAyE;IACzE,6BAA6B;IAC7B,2EAA2E;IAC3E,yEAAyE;IACzE,2EAA2E;IAC3E,2EAA2E;IAC3E,uEAAuE;IACvE,0BAA0B;IAC1BJ,qCACE;QACE,MAAMyB,OAAMhB,OAAO;YACjB,MAAM,EAAEiB,+BAA+B,EAAEC,8BAA8B,EAAE,GACvE,MAAM,MAAM,CAAC;YACf,OAAOD,gCAAgCC,kCAAkCF,KAAK,CAAChB;QACjF;QACA,qEAAqE;QACrE,wEAAwE;QACxE,MAAMmB,SAAQnB,OAAO;YACnB,MAAM,EAAEiB,+BAA+B,EAAEC,8BAA8B,EAAE,GACvE,MAAM,MAAM,CAAC;YACf,OAAOD,gCAAgCC,kCAAkCC,OAAO,CAAEnB;QACpF;QACA,+DAA+D;QAC/D,MAAMoB,SAAQpB,OAAO;YACnB,MAAM,EAAEiB,+BAA+B,EAAEC,8BAA8B,EAAE,GACvE,MAAM,MAAM,CAAC;YACf,OAAOD,gCAAgCC,kCAAkCE,OAAO,CAAEpB;QACpF;IACF,GACA;QAAEa,UAAUlB;IAAU;IAExB,oEAAoE;IACpE,0EAA0E;IAC1E,qEAAqE;IACrE,qEAAqE;IACrE,0DAA0D;IAC1DH,mCAAmCc,yBAAyB;QAAEO,UAAUlB;IAAU;IAClF,uEAAuE;IACvE,0EAA0E;IAC1E,wEAAwE;IACxE,sEAAsE;IACtE,qEAAqE;IACrEF,oCACE,OAAO4B;QACL,MAAM,EAAEC,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;QACjD,MAAMA,wBAAwBD;IAChC,GACA;QAAER,UAAUlB;QAAW4B,KAAK;IAAU;IAExC,yEAAyE;IACzE,sEAAsE;IACtE,uEAAuE;IACvEjC,0BAA0B,YAAYY,wBAAwB;QAAEW,UAAUlB;IAAU;IACpFT,sCACE;QACE,MAAMsC,SAAQxB,OAAO;YACnB,MAAM,EAAEyB,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBD,OAAO,CAACxB;QACzC;QACA,MAAM0B,KAAI1B,OAAO;YACf,MAAM,EAAEyB,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBC,GAAG,CAAC1B;QACrC;QACA2B,WAAW9B;IACb,GACA;QAAEgB,UAAUlB;IAAU;IAExB,sEAAsE;IACtE,2EAA2E;IAC3E,qEAAqE;IACrE,eAAe;IACfD,yBAAyB;QACvBmB,UAAUlB;QACViC,IAAIhC;QACJiC,SAAS,OAAOC;YACd,MAAM,EAAEC,iBAAiB,EAAE,GAAG,MAAM,MAAM,CAAC;YAC3C,OAAOA,kBAAkBD;QAC3B;IACF;AACF"}