@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.222

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/forecast-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Box,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { useWindowRead } from './use-aggregate-read'\nimport {\n  currencyOfDeals,\n  forecastByCloseMonth,\n  type ForecastCell,\n  type PipelineForecast,\n} from '../../model/crm-reports'\n\n/**\n * The same window the pipeline card reads, under the SAME cache key and\n * the same dependencies, so the two cards cost one read between them —\n * `useAggregateRead` joins a read already in the air for the key. The\n * numbers must match the pipeline card's query exactly or the key would\n * name two different questions.\n */\nconst OPEN_DEAL_CEILING = 1000\nconst PIPELINE_CEILING = 20\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface ForecastCardProps {\n  report: CrmReportScope\n}\n\n/** `Sep 2026` — the month a column is. */\nfunction monthLabel(startMs: number): string {\n  return new Date(startMs).toLocaleDateString(undefined, { month: 'short', year: 'numeric' })\n}\n\n/**\n * Forecast by close month (AGL-2620): the open pipeline laid out by the\n * month each deal is expected to close, for the next six, per pipeline,\n * at face value and weighted by the stage.\n *\n * Not period-scoped, like the pipeline card and for the same reason: the\n * forecast is what is open NOW, looked at forward. Deals with no expected\n * close are their own row rather than a footnote — that row is the size\n * of the pipeline nobody has scheduled, which is the number the picker\n * of a close date most needs to see — and deals dated before this month\n * (overdue) or past the sixth (later) are rows too, so the column adds up\n * to the pipeline.\n */\nexport function ForecastCard(props: ForecastCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs } = report\n  const firestore = useFirestore()\n\n  const dealWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'open'),\n        orderBy('updatedAt', 'desc'),\n        limit(OPEN_DEAL_CEILING + 1),\n      ),\n    OPEN_DEAL_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:deals') },\n  )\n  const pipelineWindow = useWindowRead<PipelineRow>(\n    () =>\n      collectionCeiling(\n        query(scopedCollection(firestore, scope, 'pipelines'), ...visibleToClause(tokens)),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n\n  const forecast = useMemo(\n    () => forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs),\n    [dealWindow.rows, pipelineWindow.rows, nowMs],\n  )\n  const currency = useMemo(() => currencyOfDeals(dealWindow.rows), [dealWindow.rows])\n  const read = dealWindow.status === 'success' && pipelineWindow.status === 'success'\n  const failed = dealWindow.status === 'error' || pipelineWindow.status === 'error'\n\n  // A pipeline with nothing open is still a column; an unknown pipeline id\n  // is a column named for what it is.\n  const columns = forecast.pipelines\n  const manyColumns = columns.length > 1\n\n  const rows: Array<{ key: string; label: string; cellOf: (row: PipelineForecast) => ForecastCell; total: ForecastCell; muted?: boolean }> = [\n    {\n      key: 'overdue',\n      label: 'Before this month',\n      cellOf: (row) => row.overdue,\n      total: forecast.overdue,\n      muted: true,\n    },\n    ...forecast.buckets.map((bucket, index) => ({\n      key: bucket.key,\n      label: monthLabel(bucket.start),\n      cellOf: (row: PipelineForecast) => row.months[index],\n      total: forecast.months[index],\n    })),\n    {\n      key: 'later',\n      label: 'Later',\n      cellOf: (row) => row.later,\n      total: forecast.later,\n      muted: true,\n    },\n    {\n      key: 'undated',\n      label: 'No expected close',\n      cellOf: (row) => row.undated,\n      total: forecast.undated,\n      muted: true,\n    },\n  ].filter((row) => row.key !== 'overdue' && row.key !== 'later' ? true : row.total.count > 0)\n\n  const cell = (value: ForecastCell, code: string) =>\n    value.count === 0 ? (\n      <Typography variant=\"body2\" color=\"text.disabled\">\n        {'—'}\n      </Typography>\n    ) : (\n      <Stack sx={{ lineHeight: 1.2 }}>\n        <Typography variant=\"body2\">{money(value.amountCents, code)}</Typography>\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`${money(value.weightedCents, code)} weighted · ${plural(value.count, 'deal')}`}\n        </Typography>\n      </Stack>\n    )\n\n  return (\n    <CardDisplay\n      header={'Forecast by close month'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#forecast-by-close-month',\n        excerpt:\n          'Every open deal by the month it is expected to close, for the ' +\n          'next six months and per pipeline, at face value and weighted by ' +\n          'its stage. Deals with no expected close are their own row.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Typography variant=\"body2\" color=\"warning.main\">\n            {'The forecast could not be read.'}\n          </Typography>\n        ) : !read ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ) : forecast.total.count === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : (\n          <Box>\n            <ScrollTable size=\"small\" aria-label=\"Forecast by close month\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Expected close'}</TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {column.name || 'Pipeline not visible'}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? <TableCell align=\"right\">{'All pipelines'}</TableCell> : null}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.key} data-forecast-row={row.key}>\n                    <TableCell>\n                      <Typography variant=\"body2\" color={row.muted ? 'text.secondary' : undefined}>\n                        {row.label}\n                      </Typography>\n                    </TableCell>\n                    {columns.map((column) => (\n                      <TableCell key={column.pipelineId} align=\"right\">\n                        {cell(row.cellOf(column), currency.currency)}\n                      </TableCell>\n                    ))}\n                    {manyColumns ? (\n                      <TableCell align=\"right\">{cell(row.total, currency.currency)}</TableCell>\n                    ) : null}\n                  </TableRow>\n                ))}\n                <TableRow>\n                  <TableCell>\n                    <Typography variant=\"subtitle2\">{'Open pipeline'}</Typography>\n                  </TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {cell(column.total, currency.currency)}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? (\n                    <TableCell align=\"right\">{cell(forecast.total, currency.currency)}</TableCell>\n                  ) : null}\n                </TableRow>\n              </TableBody>\n            </ScrollTable>\n          </Box>\n        )}\n        {read && currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the figures add them as numbers and show ${currency.currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {read && dealWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`From the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`}\n          </Typography>\n        ) : null}\n        {read && pipelineWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Only the first ${PIPELINE_CEILING} pipelines are named.`}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nForecastCard.displayName = 'ForecastCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/forecast-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Box,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { collectionCeiling } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { useWindowRead } from './use-aggregate-read'\nimport {\n  currencyOfDeals,\n  FORECAST_CATEGORY_ROWS,\n  forecastByCategory,\n  forecastByCloseMonth,\n  type ForecastCell,\n  type PipelineForecast,\n} from '../../model/crm-reports'\n\n/**\n * The same window the pipeline card reads, under the SAME cache key and\n * the same dependencies, so the two cards cost one read between them —\n * `useAggregateRead` joins a read already in the air for the key. The\n * numbers must match the pipeline card's query exactly or the key would\n * name two different questions.\n */\nconst OPEN_DEAL_CEILING = 1000\nconst PIPELINE_CEILING = 20\n/**\n * The won deals of the period, read exactly as the closed-deals card reads\n * them — the same query, ceiling and cache key — so the Closed row costs\n * no read of its own.\n */\nconst CLOSED_DEAL_CEILING = 500\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\ntype PipelineRow = Aglyn.CrmPipeline & { $id: string }\n\nexport interface ForecastCardProps {\n  report: CrmReportScope\n}\n\n/** `Sep 2026` — the month a column is. */\nfunction monthLabel(startMs: number): string {\n  return new Date(startMs).toLocaleDateString(undefined, { month: 'short', year: 'numeric' })\n}\n\n/**\n * Forecast by close month (AGL-2620): the open pipeline laid out by the\n * month each deal is expected to close, for the next six, per pipeline,\n * at face value and weighted by the stage.\n *\n * And by forecast category (AGL-3516), Salesforce's other way to read it:\n * the open deals by the category each stands in — Pipeline, Best Case,\n * Commit — and the deals won in the period as Closed, each at face value\n * and weighted. A deal the team put in Omitted is counted beside the table\n * rather than in it.\n *\n * Not period-scoped, like the pipeline card and for the same reason: the\n * forecast is what is open NOW, looked at forward. Deals with no expected\n * close are their own row rather than a footnote — that row is the size\n * of the pipeline nobody has scheduled, which is the number the picker\n * of a close date most needs to see — and deals dated before this month\n * (overdue) or past the sixth (later) are rows too, so the column adds up\n * to the pipeline.\n */\nexport function ForecastCard(props: ForecastCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, range } = report\n  const firestore = useFirestore()\n\n  const dealWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'open'),\n        orderBy('updatedAt', 'desc'),\n        limit(OPEN_DEAL_CEILING + 1),\n      ),\n    OPEN_DEAL_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:deals') },\n  )\n  const pipelineWindow = useWindowRead<PipelineRow>(\n    () =>\n      collectionCeiling(\n        query(scopedCollection(firestore, scope, 'pipelines'), ...visibleToClause(tokens)),\n        PIPELINE_CEILING,\n      ),\n    PIPELINE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'pipeline:pipelines') },\n  )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'deals'),\n        ...visibleToClause(tokens),\n        where('status', '==', 'won'),\n        where('closedAtMs', '>=', range.from),\n        where('closedAtMs', '<', range.to),\n        orderBy('closedAtMs', 'desc'),\n        limit(CLOSED_DEAL_CEILING + 1),\n      ),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n\n  const forecast = useMemo(\n    () => forecastByCloseMonth(dealWindow.rows, pipelineWindow.rows, nowMs),\n    [dealWindow.rows, pipelineWindow.rows, nowMs],\n  )\n  const byCategory = useMemo(\n    () => forecastByCategory(dealWindow.rows, wonWindow.rows, pipelineWindow.rows),\n    [dealWindow.rows, wonWindow.rows, pipelineWindow.rows],\n  )\n  const categoriesRead = wonWindow.status === 'success'\n  const currency = useMemo(() => currencyOfDeals(dealWindow.rows), [dealWindow.rows])\n  const read = dealWindow.status === 'success' && pipelineWindow.status === 'success'\n  const failed = dealWindow.status === 'error' || pipelineWindow.status === 'error'\n\n  // A pipeline with nothing open is still a column; an unknown pipeline id\n  // is a column named for what it is.\n  const columns = forecast.pipelines\n  const manyColumns = columns.length > 1\n\n  const rows: Array<{ key: string; label: string; cellOf: (row: PipelineForecast) => ForecastCell; total: ForecastCell; muted?: boolean }> = [\n    {\n      key: 'overdue',\n      label: 'Before this month',\n      cellOf: (row) => row.overdue,\n      total: forecast.overdue,\n      muted: true,\n    },\n    ...forecast.buckets.map((bucket, index) => ({\n      key: bucket.key,\n      label: monthLabel(bucket.start),\n      cellOf: (row: PipelineForecast) => row.months[index],\n      total: forecast.months[index],\n    })),\n    {\n      key: 'later',\n      label: 'Later',\n      cellOf: (row) => row.later,\n      total: forecast.later,\n      muted: true,\n    },\n    {\n      key: 'undated',\n      label: 'No expected close',\n      cellOf: (row) => row.undated,\n      total: forecast.undated,\n      muted: true,\n    },\n  ].filter((row) => row.key !== 'overdue' && row.key !== 'later' ? true : row.total.count > 0)\n\n  const cell = (value: ForecastCell, code: string) =>\n    value.count === 0 ? (\n      <Typography variant=\"body2\" color=\"text.disabled\">\n        {'—'}\n      </Typography>\n    ) : (\n      <Stack sx={{ lineHeight: 1.2 }}>\n        <Typography variant=\"body2\">{money(value.amountCents, code)}</Typography>\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`${money(value.weightedCents, code)} weighted · ${plural(value.count, 'deal')}`}\n        </Typography>\n      </Stack>\n    )\n\n  return (\n    <CardDisplay\n      header={'Forecast by close month'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#forecast-by-close-month',\n        excerpt:\n          'Every open deal by the month it is expected to close, for the ' +\n          'next six months and per pipeline, at face value and weighted by ' +\n          'its stage. Deals with no expected close are their own row. Below, ' +\n          'the same deals by forecast category, with the deals won in the ' +\n          'period as Closed.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.5}>\n        {failed ? (\n          <Typography variant=\"body2\" color=\"warning.main\">\n            {'The forecast could not be read.'}\n          </Typography>\n        ) : !read ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        ) : forecast.total.count === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No open deals yet.'}\n          </Typography>\n        ) : (\n          <Box>\n            <ScrollTable size=\"small\" aria-label=\"Forecast by close month\">\n              <TableHead>\n                <TableRow>\n                  <TableCell>{'Expected close'}</TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {column.name || 'Pipeline not visible'}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? <TableCell align=\"right\">{'All pipelines'}</TableCell> : null}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.key} data-forecast-row={row.key}>\n                    <TableCell>\n                      <Typography variant=\"body2\" color={row.muted ? 'text.secondary' : undefined}>\n                        {row.label}\n                      </Typography>\n                    </TableCell>\n                    {columns.map((column) => (\n                      <TableCell key={column.pipelineId} align=\"right\">\n                        {cell(row.cellOf(column), currency.currency)}\n                      </TableCell>\n                    ))}\n                    {manyColumns ? (\n                      <TableCell align=\"right\">{cell(row.total, currency.currency)}</TableCell>\n                    ) : null}\n                  </TableRow>\n                ))}\n                <TableRow>\n                  <TableCell>\n                    <Typography variant=\"subtitle2\">{'Open pipeline'}</Typography>\n                  </TableCell>\n                  {columns.map((column) => (\n                    <TableCell key={column.pipelineId} align=\"right\">\n                      {cell(column.total, currency.currency)}\n                    </TableCell>\n                  ))}\n                  {manyColumns ? (\n                    <TableCell align=\"right\">{cell(forecast.total, currency.currency)}</TableCell>\n                  ) : null}\n                </TableRow>\n              </TableBody>\n            </ScrollTable>\n          </Box>\n        )}\n        {read && categoriesRead && byCategory.total.count + byCategory.omitted.count > 0 ? (\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'By forecast category'}</Typography>\n            <Box>\n              <ScrollTable size=\"small\" aria-label=\"Forecast by category\">\n                <TableHead>\n                  <TableRow>\n                    <TableCell>{'Forecast category'}</TableCell>\n                    <TableCell align=\"right\">{'Deals'}</TableCell>\n                  </TableRow>\n                </TableHead>\n                <TableBody>\n                  {FORECAST_CATEGORY_ROWS.map((category) => (\n                    <TableRow key={category} data-forecast-category={category}>\n                      <TableCell>\n                        <Typography variant=\"body2\">\n                          {category === 'closed'\n                            ? 'Closed (won in the period)'\n                            : Aglyn.CRM_FORECAST_CATEGORY_LABELS[category]}\n                        </Typography>\n                      </TableCell>\n                      <TableCell align=\"right\">\n                        {cell(byCategory.rows[category], currency.currency)}\n                      </TableCell>\n                    </TableRow>\n                  ))}\n                  <TableRow>\n                    <TableCell>\n                      <Typography variant=\"subtitle2\">{'Forecast'}</Typography>\n                    </TableCell>\n                    <TableCell align=\"right\">{cell(byCategory.total, currency.currency)}</TableCell>\n                  </TableRow>\n                </TableBody>\n              </ScrollTable>\n            </Box>\n            {byCategory.omitted.count > 0 ? (\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {`${plural(byCategory.omitted.count, 'open deal')} worth ` +\n                  `${money(byCategory.omitted.amountCents, currency.currency)} ` +\n                  `${byCategory.omitted.count === 1 ? 'is' : 'are'} in Omitted and left out of the forecast.`}\n              </Typography>\n            ) : null}\n            {wonWindow.truncated ? (\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {`Closed counts the ${CLOSED_DEAL_CEILING.toLocaleString()} most recently won deals of the period.`}\n              </Typography>\n            ) : null}\n          </Stack>\n        ) : null}\n        {read && currency.mixed ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the figures add them as numbers and show ${currency.currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {read && dealWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`From the ${OPEN_DEAL_CEILING.toLocaleString()} most recently updated open deals.`}\n          </Typography>\n        ) : null}\n        {read && pipelineWindow.truncated ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Only the first ${PIPELINE_CEILING} pipelines are named.`}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nForecastCard.displayName = 'ForecastCard'\n\nexport default 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package/src/lib/components/reports/lead-funnel-card.d.ts

@@ -1,3 +1,4 @@
+import { type Firestore } from 'firebase/firestore';
 import { type CrmReportScope } from './report-scope';
 /**
  * How many of the period's leads the funnel is placed from — the Leads
@@ -21,6 +22,17 @@ export interface LeadFunnelCardProps {
      */
     hostId: string | null;
 }
+/**
+ * The leads a scope may see, first seen in a range (AGL-3275).
+ *
+ * `visibleTo` is the site's tokens under a site, and `null` at the
+ * organization level where an org-wide member reads without a clause. The
+ * range stays a single-field one; with the scope clause it composes with the
+ * `visibleTo` + `firstSeenAtMs` entries in `cloud/firebase-firestore.indexes.json`
+ * — the descending one for the window, the ascending one for the counts,
+ * which name no order (AGL-3443).
+ */
+export declare function leadsBetween(firestore: Firestore, orgId: string, visibleTo: readonly string[] | null, from: number, to: number): import("@firebase/firestore").Query<import("@firebase/firestore").DocumentData, import("@firebase/firestore").DocumentData>;
 /**
  * The lead funnel, at whichever level the report is mounted (AGL-2624,
  * AGL-2630, AGL-2634).

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

@@ -25,6 +25,7 @@ import { collection, getCountFromServer, getDocs, limit, orderBy, query, where }
 import { useMemo } from "react";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
 import { useCrmOrgMount } from "../../hooks/use-crm-org-mount.js";
+import { useLeadStatusPicklist } from "../../hooks/use-lead-status-picklist.js";
 import { ReportBreakdown } from "./report-breakdown.js";
 import { ReportExport } from "./report-export.js";
 import { plural, reportFilename } from "./report-format.js";
@@ -62,7 +63,7 @@ const LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {
  * `visibleTo` + `firstSeenAtMs` entries in `cloud/firebase-firestore.indexes.json`
  * — the descending one for the window, the ascending one for the counts,
  * which name no order (AGL-3443).
- */ function leadsBetween(firestore, orgId, visibleTo, from, to) {
+ */ export function leadsBetween(firestore, orgId, visibleTo, from, to) {
     return query(collection(firestore, 'orgs', orgId, 'leads'), ...visibleTo ? [
         where('visibleTo', 'array-contains-any', [
             ...visibleTo
@@ -234,6 +235,9 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
     const funnel = useMemo(()=>leadFunnel(window.rows), [
         window
     ]);
+    // Each status counted by its MEANING, named as the org names it (AGL-3512).
+    const { picklist: statuses } = useLeadStatusPicklist(report.scope[1]);
+    const statusName = (status)=>Aglyn.crmLeadStatusLabelFor(statuses, status);
     const read = status === 'success';
     const figures = captured.value;
     const share = (count, of)=>of > 0 ? percent(count / of) : null;
@@ -258,7 +262,7 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
                                     var _share;
                                     return [
                                         'Status',
-                                        Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],
+                                        statusName(leadStatus),
                                         funnel.byStatus[leadStatus],
                                         (_share = share(funnel.byStatus[leadStatus], funnel.total)) != null ? _share : ''
                                     ];
@@ -307,12 +311,12 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
                             href: routes.section('leads')
                         }),
                         /*#__PURE__*/ _jsx(ReportStatTile, {
-                            label: 'Qualified',
+                            label: statusName('qualified'),
                             value: read ? funnel.byStatus.qualified.toLocaleString() : null,
                             note: funnel.qualifiedRate === null ? read ? 'nobody captured in the period' : undefined : `${percent(funnel.qualifiedRate)} of those captured`
                         }),
                         /*#__PURE__*/ _jsx(ReportStatTile, {
-                            label: 'Unqualified',
+                            label: statusName('unqualified'),
                             value: read ? funnel.byStatus.unqualified.toLocaleString() : null,
                             note: funnel.unqualifiedRate === null ? undefined : `${percent(funnel.unqualifiedRate)} of those captured`,
                             riseIsGood: false
@@ -337,7 +341,7 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
                                 var _share;
                                 return {
                                     key: leadStatus,
-                                    label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],
+                                    label: statusName(leadStatus),
                                     value: funnel.byStatus[leadStatus],
                                     note: (_share = share(funnel.byStatus[leadStatus], funnel.total)) != null ? _share : undefined,
                                     color: leadStatus === 'qualified' ? 'success.main' : leadStatus === 'unqualified' ? 'warning.main' : undefined

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\nimport { deltaPercent, leadFunnel } from '../../model/crm-reports'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/**\n * The leads a scope may see, first seen in a range (AGL-3275).\n *\n * `visibleTo` is the site's tokens under a site, and `null` at the\n * organization level where an org-wide member reads without a clause. The\n * range stays a single-field one; with the scope clause it composes with the\n * `visibleTo` + `firstSeenAtMs` entries in `cloud/firebase-firestore.indexes.json`\n * — the descending one for the window, the ascending one for the counts,\n * which name no order (AGL-3443).\n */\nfunction leadsBetween(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n  from: number,\n  to: number,\n) {\n  return query(\n    collection(firestore, 'orgs', orgId, 'leads'),\n    ...(visibleTo ? [where('visibleTo', 'array-contains-any', [...visibleTo])] : []),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.\n *\n * This totaled one aggregate and one window PER SITE, because the sites'\n * lead collections were disjoint. They share one collection now, so a sum\n * would count a lead that two brands in a consent group both hold once for\n * each of them — and the merge that existed so a busy site could not crowd\n * out a quiet one has nothing left to balance. One aggregate and one\n * bounded read, unscoped, as an org-wide member's reads are.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n\n  /*\n   * ONE READ, not one per site (AGL-3275). The sites share a collection now,\n   * so a lead two brands in a consent group both hold would be counted once\n   * for each of them — and the org's funnel would report more leads than the\n   * org has. `null` tokens is the org-wide read that carries no clause.\n   */\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:counts:org') },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      getDocs(\n        query(\n          leadsBetween(firestore, report.scope[1], null, range.from, range.to),\n          orderBy('firstSeenAtMs', 'desc'),\n          limit(LEAD_CEILING + 1),\n        ),\n      ).then((snapshot) =>\n        ceilingedWindow(\n          snapshot.docs.map(\n            (document) => ({ ...document.data(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` — at most ${LEAD_CEILING.toLocaleString()}` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'The organization’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('lead-funnel', period)}\n              columns={COLUMNS}\n              rows={() => [\n                ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n                  'Status',\n                  Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n                  funnel.byStatus[leadStatus],\n                  share(funnel.byStatus[leadStatus], funnel.total) ?? '',\n                ]),\n                ...funnel.reasons.map((reason) => [\n                  'Unqualified reason',\n                  reason.label,\n                  reason.count,\n                  share(reason.count, funnel.byStatus.unqualified) ?? '',\n                ]),\n              ]}\n              disabled={!read || !funnel.total}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('leads')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open leads'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No leads captured in this period.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Why leads were unqualified'}>\n          <ReportBreakdown\n            rows={reasons.map((reason) => ({\n              key: reason.key,\n              label: reason.label,\n              value: reason.count,\n              note: share(reason.count, funnel.byStatus.unqualified) ?? undefined,\n              color: 'warning.main',\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'\n            }\n          />\n          {moreReasons > 0 ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`And ${plural(moreReasons, 'other reason')}, each given once or twice.`}\n            </Typography>\n          ) : null}\n        </Section>\n        {/* What the funnel, and so the export, is placed from when that is not everything. */}\n        {caption ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {caption}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadFunnelBody.displayName = 'LeadFunnelBody'\nLeadFunnelCard.displayName = 'LeadFunnelCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { useLeadStatusPicklist } from '../../hooks/use-lead-status-picklist'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\nimport { deltaPercent, leadFunnel } from '../../model/crm-reports'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/**\n * The leads a scope may see, first seen in a range (AGL-3275).\n *\n * `visibleTo` is the site's tokens under a site, and `null` at the\n * organization level where an org-wide member reads without a clause. The\n * range stays a single-field one; with the scope clause it composes with the\n * `visibleTo` + `firstSeenAtMs` entries in `cloud/firebase-firestore.indexes.json`\n * — the descending one for the window, the ascending one for the counts,\n * which name no order (AGL-3443).\n */\nexport function leadsBetween(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n  from: number,\n  to: number,\n) {\n  return query(\n    collection(firestore, 'orgs', orgId, 'leads'),\n    ...(visibleTo ? [where('visibleTo', 'array-contains-any', [...visibleTo])] : []),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.\n *\n * This totaled one aggregate and one window PER SITE, because the sites'\n * lead collections were disjoint. They share one collection now, so a sum\n * would count a lead that two brands in a consent group both hold once for\n * each of them — and the merge that existed so a busy site could not crowd\n * out a quiet one has nothing left to balance. One aggregate and one\n * bounded read, unscoped, as an org-wide member's reads are.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n\n  /*\n   * ONE READ, not one per site (AGL-3275). The sites share a collection now,\n   * so a lead two brands in a consent group both hold would be counted once\n   * for each of them — and the org's funnel would report more leads than the\n   * org has. `null` tokens is the org-wide read that carries no clause.\n   */\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:counts:org') },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      getDocs(\n        query(\n          leadsBetween(firestore, report.scope[1], null, range.from, range.to),\n          orderBy('firstSeenAtMs', 'desc'),\n          limit(LEAD_CEILING + 1),\n        ),\n      ).then((snapshot) =>\n        ceilingedWindow(\n          snapshot.docs.map(\n            (document) => ({ ...document.data(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` — at most ${LEAD_CEILING.toLocaleString()}` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'The organization’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => leadFunnel(window.rows), [window])\n  // Each status counted by its MEANING, named as the org names it (AGL-3512).\n  const { picklist: statuses } = useLeadStatusPicklist(report.scope[1])\n  const statusName = (status: Aglyn.CrmLeadStatus) => Aglyn.crmLeadStatusLabelFor(statuses, status)\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('lead-funnel', period)}\n              columns={COLUMNS}\n              rows={() => [\n                ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n                  'Status',\n                  statusName(leadStatus),\n                  funnel.byStatus[leadStatus],\n                  share(funnel.byStatus[leadStatus], funnel.total) ?? '',\n                ]),\n                ...funnel.reasons.map((reason) => [\n                  'Unqualified reason',\n                  reason.label,\n                  reason.count,\n                  share(reason.count, funnel.byStatus.unqualified) ?? 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'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={statusName('unqualified')}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: statusName(leadStatus),\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? 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package/src/lib/components/reports/lead-source-card.d.ts

@@ -0,0 +1,23 @@
+import { type CrmReportScope } from './report-scope';
+export interface LeadSourceCardProps {
+    report: CrmReportScope;
+    /** The site whose leads are read, or `null` at the organization level — as the Lead funnel takes it. */
+    hostId: string | null;
+}
+/**
+ * Lead sources (AGL-3511): of the leads first seen in the period, how many
+ * came from each lead source and in each direction, and how many of each
+ * were qualified.
+ *
+ * The SAME window the Lead funnel places — the period's newest leads by
+ * `firstSeenAtMs`, under the same remembered key — so the two cards read
+ * the period once between them and can never disagree about which leads
+ * it holds. The lead source is grouped through the org's own list as it
+ * stands now: a value moved to Outbound on the Fields page reports as
+ * Outbound from that moment, for every lead that holds it.
+ */
+export declare function LeadSourceCard(props: LeadSourceCardProps): import("react").JSX.Element;
+export declare namespace LeadSourceCard {
+    var displayName: string;
+}
+export default LeadSourceCard;