@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.223

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

@@ -0,0 +1,318 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import * as Aglyn from "@aglyn/aglyn";
+import { CardDisplay } from "@aglyn/shared-ui-jsx";
+import { percent, Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
+import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
+import { ceilingedWindow } from "@aglyn/tenant-feature-instance/hooks/host-collection-queries";
+import { Alert, Stack, TableBody, TableCell, TableHead, TableRow, Typography } from "@mui/material";
+import { getDocs, limit, orderBy, query } from "firebase/firestore";
+import { useMemo } from "react";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { useCrmOrgMount } from "../../hooks/use-crm-org-mount.js";
+import { useLeadSourcePicklist } from "../../hooks/use-lead-source-picklist.js";
+import { LEAD_SOURCE_DIRECTION_LABELS, LEAD_SOURCE_UNSPECIFIED_LABEL } from "../../model/lead-source-direction.js";
+import { leadsByLeadSource } from "../../model/crm-reports.js";
+import { LEAD_CEILING, leadsBetween } from "./lead-funnel-card.js";
+import { ReportExport } from "./report-export.js";
+import { reportFilename } from "./report-format.js";
+import { reportCacheKey } from "./report-scope.js";
+import { ReportStatTile } from "./report-stat-tile.js";
+import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+/** The CSV's columns: one file for both tables. */ const COLUMNS = [
+    'Kind',
+    'Label',
+    'Direction',
+    'Leads',
+    'Qualified',
+    'Conversion'
+];
+const LEAD_SOURCE_HELP = Aglyn.pluginDocsHelp('crmReports', {
+    anchor: '#lead-sources',
+    excerpt: 'The leads first seen in the period by their lead source, and by the ' + 'direction each source is grouped under on the Fields page — Inbound, ' + 'Outbound or Unspecified — with how many of each were qualified.'
+});
+const directionLabel = (direction)=>direction ? LEAD_SOURCE_DIRECTION_LABELS[direction] : LEAD_SOURCE_UNSPECIFIED_LABEL;
+/**
+ * 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 function LeadSourceCard(props) {
+    const { report, hostId } = props;
+    const mount = useCrmOrgMount();
+    if (hostId) return /*#__PURE__*/ _jsx(SiteLeadSourceCard, {
+        report: report,
+        hostId: hostId
+    });
+    if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {
+        return /*#__PURE__*/ _jsx(OrgLeadSourceCard, {
+            report: report
+        });
+    }
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Lead sources',
+        help: LEAD_SOURCE_HELP,
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "text.secondary",
+            children: mount ? 'Leads live under a site, and this organization has no sites yet.' : 'Leads live under a site, and this report is mounted under none.'
+        })
+    });
+}
+LeadSourceCard.displayName = 'LeadSourceCard';
+/** One site's window, under the Lead funnel's own key. */ function SiteLeadSourceCard(props) {
+    const { report, hostId } = props;
+    const { range } = report;
+    const firestore = useFirestore();
+    const window = useWindowRead(()=>query(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1)), LEAD_CEILING, [
+        firestore,
+        hostId,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, `leads:window:${hostId}`)
+    });
+    return /*#__PURE__*/ _jsx(LeadSourceBody, {
+        report: report,
+        window: window
+    });
+}
+SiteLeadSourceCard.displayName = 'SiteLeadSourceCard';
+/** The organization's one unscoped window, under the Lead funnel's own key. */ function OrgLeadSourceCard(props) {
+    const { report } = props;
+    const { range } = report;
+    const firestore = useFirestore();
+    const merged = useAggregateRead(()=>getDocs(query(leadsBetween(firestore, report.scope[1], null, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1))).then((snapshot)=>ceilingedWindow(snapshot.docs.map((document)=>_extends({}, document.data(), {
+                    $id: document.id
+                })), LEAD_CEILING)), [
+        firestore,
+        report.scope,
+        range
+    ], {
+        cacheKey: reportCacheKey(report, 'leads:window:org')
+    });
+    const window = useMemo(()=>{
+        var _ref, _ref1;
+        var _merged_value, _merged_value1;
+        return {
+            rows: (_ref = (_merged_value = merged.value) == null ? void 0 : _merged_value.rows) != null ? _ref : [],
+            truncated: (_ref1 = (_merged_value1 = merged.value) == null ? void 0 : _merged_value1.truncated) != null ? _ref1 : false,
+            status: merged.status
+        };
+    }, [
+        merged
+    ]);
+    return /*#__PURE__*/ _jsx(LeadSourceBody, {
+        report: report,
+        window: window
+    });
+}
+OrgLeadSourceCard.displayName = 'OrgLeadSourceCard';
+/** The card as drawn, whichever level fed it. Pure over the window and the org's list. */ function LeadSourceBody(props) {
+    var _ref, _ref1, _ref2;
+    var _direction, _direction1, _direction2, _direction3, _direction4;
+    const { report, window } = props;
+    const { period } = report;
+    const { picklist } = useLeadSourcePicklist(report.scope[1]);
+    const breakdown = useMemo(()=>leadsByLeadSource(window.rows, picklist), [
+        window,
+        picklist
+    ]);
+    const read = window.status === 'success';
+    const direction = (id)=>breakdown.directions.find((row)=>row.direction === id);
+    const shareOf = (count)=>read && breakdown.total > 0 && count !== undefined ? `${percent(count / breakdown.total)} of the period's leads` : undefined;
+    const sourceLabel = (label, listed)=>label ? listed ? label : `${label} (not in the list)` : 'No lead source';
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Lead sources',
+        help: LEAD_SOURCE_HELP,
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(ReportExport, {
+                filename: reportFilename('lead-sources', period),
+                columns: COLUMNS,
+                rows: ()=>[
+                        ...breakdown.directions.map((row)=>[
+                                'Direction',
+                                directionLabel(row.direction),
+                                '',
+                                row.leads,
+                                row.qualified,
+                                row.leads ? percent(row.rate) : ''
+                            ]),
+                        ...breakdown.rows.map((row)=>[
+                                'Lead source',
+                                sourceLabel(row.label, row.listed),
+                                directionLabel(row.direction),
+                                row.leads,
+                                row.qualified,
+                                percent(row.rate)
+                            ])
+                    ],
+                disabled: !read || !breakdown.total
+            })
+        },
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    sx: {
+                        flexWrap: 'wrap'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: LEAD_SOURCE_DIRECTION_LABELS.inbound,
+                            value: read ? ((_ref = (_direction = direction('inbound')) == null ? void 0 : _direction.leads) != null ? _ref : 0).toLocaleString() : null,
+                            note: shareOf((_direction1 = direction('inbound')) == null ? void 0 : _direction1.leads)
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: LEAD_SOURCE_DIRECTION_LABELS.outbound,
+                            value: read ? ((_ref1 = (_direction2 = direction('outbound')) == null ? void 0 : _direction2.leads) != null ? _ref1 : 0).toLocaleString() : null,
+                            note: shareOf((_direction3 = direction('outbound')) == null ? void 0 : _direction3.leads)
+                        }),
+                        /*#__PURE__*/ _jsx(ReportStatTile, {
+                            label: LEAD_SOURCE_UNSPECIFIED_LABEL,
+                            value: read ? ((_ref2 = (_direction4 = direction(null)) == null ? void 0 : _direction4.leads) != null ? _ref2 : 0).toLocaleString() : null,
+                            note: 'no lead source, or one in no group'
+                        })
+                    ]
+                }),
+                window.status === 'error' ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: 'The period’s leads could not be read.'
+                }) : null,
+                /*#__PURE__*/ _jsx(Section, {
+                    title: 'By direction',
+                    children: /*#__PURE__*/ _jsxs(ScrollTable, {
+                        size: "small",
+                        children: [
+                            /*#__PURE__*/ _jsx(TableHead, {
+                                children: /*#__PURE__*/ _jsx(TableRow, {
+                                    children: [
+                                        'Direction',
+                                        'Leads',
+                                        'Qualified',
+                                        'Conversion'
+                                    ].map((column, index)=>/*#__PURE__*/ _jsx(TableCell, {
+                                            align: index ? 'right' : 'left',
+                                            children: column
+                                        }, column))
+                                })
+                            }),
+                            /*#__PURE__*/ _jsx(TableBody, {
+                                children: breakdown.directions.map((row)=>{
+                                    var _row_direction;
+                                    return /*#__PURE__*/ _jsxs(TableRow, {
+                                        children: [
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                children: directionLabel(row.direction)
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: read ? row.leads.toLocaleString() : '—'
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: read ? row.qualified.toLocaleString() : '—'
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                children: read && row.leads ? percent(row.rate) : '—'
+                                            })
+                                        ]
+                                    }, (_row_direction = row.direction) != null ? _row_direction : 'none');
+                                })
+                            })
+                        ]
+                    })
+                }),
+                /*#__PURE__*/ _jsxs(Section, {
+                    title: 'By lead source',
+                    children: [
+                        breakdown.rows.length ? /*#__PURE__*/ _jsxs(ScrollTable, {
+                            size: "small",
+                            children: [
+                                /*#__PURE__*/ _jsx(TableHead, {
+                                    children: /*#__PURE__*/ _jsx(TableRow, {
+                                        children: [
+                                            'Lead source',
+                                            'Direction',
+                                            'Leads',
+                                            'Qualified',
+                                            'Conversion'
+                                        ].map((column, index)=>/*#__PURE__*/ _jsx(TableCell, {
+                                                align: index > 1 ? 'right' : 'left',
+                                                children: column
+                                            }, column))
+                                    })
+                                }),
+                                /*#__PURE__*/ _jsx(TableBody, {
+                                    children: breakdown.rows.map((row)=>/*#__PURE__*/ _jsxs(TableRow, {
+                                            children: [
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: sourceLabel(row.label, row.listed)
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    children: directionLabel(row.direction)
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.leads.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: row.qualified.toLocaleString()
+                                                }),
+                                                /*#__PURE__*/ _jsx(TableCell, {
+                                                    align: "right",
+                                                    children: percent(row.rate)
+                                                })
+                                            ]
+                                        }, row.label || 'none'))
+                                })
+                            ]
+                        }) : /*#__PURE__*/ _jsx(Typography, {
+                            variant: "body2",
+                            color: "text.secondary",
+                            children: window.status === 'loading' ? 'Reading…' : 'No leads first seen in this period.'
+                        }),
+                        read && window.truncated ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: `Read from the ${window.rows.length.toLocaleString()} most recently captured leads in the period.`
+                        }) : null
+                    ]
+                })
+            ]
+        })
+    });
+}
+LeadSourceBody.displayName = 'LeadSourceBody';
+export default LeadSourceCard;
+
+//# sourceMappingURL=lead-source-card.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-source-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { getDocs, limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { useLeadSourcePicklist } from '../../hooks/use-lead-source-picklist'\nimport {\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_UNSPECIFIED_LABEL,\n  type LeadSourceDirection,\n} from '../../model/lead-source-direction'\nimport { leadsByLeadSource } from '../../model/crm-reports'\nimport { LEAD_CEILING, leadsBetween } from './lead-funnel-card'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead, type WindowRead } from './use-aggregate-read'\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The CSV's columns: one file for both tables. */\nconst COLUMNS = ['Kind', 'Label', 'Direction', 'Leads', 'Qualified', 'Conversion'] as const\n\nconst LEAD_SOURCE_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-sources',\n  excerpt:\n    'The leads first seen in the period by their lead source, and by the ' +\n    'direction each source is grouped under on the Fields page — Inbound, ' +\n    'Outbound or Unspecified — with how many of each were qualified.',\n})\n\nconst directionLabel = (direction: LeadSourceDirection | null): string =>\n  direction ? LEAD_SOURCE_DIRECTION_LABELS[direction] : LEAD_SOURCE_UNSPECIFIED_LABEL\n\nexport interface LeadSourceCardProps {\n  report: CrmReportScope\n  /** The site whose leads are read, or `null` at the organization level — as the Lead funnel takes it. */\n  hostId: string | null\n}\n\n/**\n * Lead sources (AGL-3511): of the leads first seen in the period, how many\n * came from each lead source and in each direction, and how many of each\n * were qualified.\n *\n * The SAME window the Lead funnel places — the period's newest leads by\n * `firstSeenAtMs`, under the same remembered key — so the two cards read\n * the period once between them and can never disagree about which leads\n * it holds. The lead source is grouped through the org's own list as it\n * stands now: a value moved to Outbound on the Fields page reports as\n * Outbound from that moment, for every lead that holds it.\n */\nexport function LeadSourceCard(props: LeadSourceCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadSourceCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadSourceCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead sources'} help={LEAD_SOURCE_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}\nLeadSourceCard.displayName = 'LeadSourceCard'\n\n/** One site's window, under the Lead funnel's own key. */\nfunction SiteLeadSourceCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\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  return <LeadSourceBody report={report} window={window} />\n}\nSiteLeadSourceCard.displayName = 'SiteLeadSourceCard'\n\n/** The organization's one unscoped window, under the Lead funnel's own key. */\nfunction OrgLeadSourceCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\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(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  return <LeadSourceBody report={report} window={window} />\n}\nOrgLeadSourceCard.displayName = 'OrgLeadSourceCard'\n\n/** The card as drawn, whichever level fed it. Pure over the window and the org's list. */\nfunction LeadSourceBody(props: { report: CrmReportScope; window: WindowRead<LeadRow> }) {\n  const { report, window } = props\n  const { period } = report\n  const { picklist } = useLeadSourcePicklist(report.scope[1])\n  const breakdown = useMemo(() => leadsByLeadSource(window.rows, picklist), [window, picklist])\n  const read = window.status === 'success'\n  const direction = (id: LeadSourceDirection | null) =>\n    breakdown.directions.find((row) => row.direction === id)\n  const shareOf = (count: number | undefined): string | undefined =>\n    read && breakdown.total > 0 && count !== undefined\n      ? `${percent(count / breakdown.total)} of the period's leads`\n      : undefined\n  const sourceLabel = (label: string, listed: boolean) =>\n    label ? (listed ? label : `${label} (not in the list)`) : 'No lead source'\n\n  return (\n    <CardDisplay\n      header={'Lead sources'}\n      help={LEAD_SOURCE_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('lead-sources', period)}\n            columns={COLUMNS}\n            rows={() => [\n              ...breakdown.directions.map((row) => [\n                'Direction',\n                directionLabel(row.direction),\n                '',\n                row.leads,\n                row.qualified,\n                row.leads ? percent(row.rate) : '',\n              ]),\n              ...breakdown.rows.map((row) => [\n                'Lead source',\n                sourceLabel(row.label, row.listed),\n                directionLabel(row.direction),\n                row.leads,\n                row.qualified,\n                percent(row.rate),\n              ]),\n            ]}\n            disabled={!read || !breakdown.total}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={LEAD_SOURCE_DIRECTION_LABELS.inbound}\n            value={read ? (direction('inbound')?.leads ?? 0).toLocaleString() : null}\n            note={shareOf(direction('inbound')?.leads)}\n          />\n          <ReportStatTile\n            label={LEAD_SOURCE_DIRECTION_LABELS.outbound}\n            value={read ? (direction('outbound')?.leads ?? 0).toLocaleString() : null}\n            note={shareOf(direction('outbound')?.leads)}\n          />\n          <ReportStatTile\n            label={LEAD_SOURCE_UNSPECIFIED_LABEL}\n            value={read ? (direction(null)?.leads ?? 0).toLocaleString() : null}\n            note={'no lead source, or one in no group'}\n          />\n        </Stack>\n        {window.status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s leads could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By direction'}>\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                {['Direction', 'Leads', 'Qualified', 'Conversion'].map((column, index) => (\n                  <TableCell key={column} align={index ? 'right' : 'left'}>\n                    {column}\n                  </TableCell>\n                ))}\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {breakdown.directions.map((row) => (\n                <TableRow key={row.direction ?? 'none'}>\n                  <TableCell>{directionLabel(row.direction)}</TableCell>\n                  <TableCell align=\"right\">{read ? row.leads.toLocaleString() : '—'}</TableCell>\n                  <TableCell align=\"right\">{read ? row.qualified.toLocaleString() : '—'}</TableCell>\n                  <TableCell align=\"right\">{read && row.leads ? percent(row.rate) : '—'}</TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        </Section>\n        <Section title={'By lead source'}>\n          {breakdown.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {['Lead source', 'Direction', 'Leads', 'Qualified', 'Conversion'].map(\n                    (column, index) => (\n                      <TableCell key={column} align={index > 1 ? 'right' : 'left'}>\n                        {column}\n                      </TableCell>\n                    ),\n                  )}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {breakdown.rows.map((row) => (\n                  <TableRow key={row.label || 'none'}>\n                    <TableCell>{sourceLabel(row.label, row.listed)}</TableCell>\n                    <TableCell>{directionLabel(row.direction)}</TableCell>\n                    <TableCell align=\"right\">{row.leads.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.qualified.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{percent(row.rate)}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {window.status === 'loading' ? 'Reading…' : 'No leads first seen in this period.'}\n            </Typography>\n          )}\n          {read && window.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Read from the ${window.rows.length.toLocaleString()} most recently captured leads in the period.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadSourceBody.displayName = 'LeadSourceBody'\n\nexport default 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package/src/lib/components/reports/pipeline-card.js

@@ -16,6 +16,7 @@
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
+import { stuckDeals } from "../../model/crm-next-activity.js";
 import { money } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
 import { Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
@@ -149,7 +150,7 @@ const TOP_DEALS = 10;
         pipelineWindow
     ]);
     // Open deals with nothing scheduled (AGL-2661), off the same window.
-    const stuck = useMemo(()=>Aglyn.stuckDeals(dealWindow.rows), [
+    const stuck = useMemo(()=>stuckDeals(dealWindow.rows), [
         dealWindow.rows
     ]);
     const currency = summary.currency.currency;

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

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

@@ -19,7 +19,7 @@ import { csvDocument } from "@aglyn/aglyn";
 import { mdiDownloadOutline } from "@aglyn/shared-data-mdi";
 import { MdiIcon } from "@aglyn/shared-ui-jsx";
 import { Button } from "@mui/material";
-import { downloadTextFile } from "../../model/contacts-csv.js";
+import { downloadTextFile } from "../../model/download-text-file.js";
 /**
  * Export CSV for one report table (AGL-2624), in its card's header.
  *

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-export.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 { csvDocument } from '@aglyn/aglyn'\nimport { mdiDownloadOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Button } from '@mui/material'\nimport { downloadTextFile } from '../../model/contacts-csv'\n\nexport interface ReportExportProps {\n  /** The file's name — see `reportFilename`. */\n  filename: string\n  /** The header row, in the table's column order. */\n  columns: readonly string[]\n  /**\n   * The rows, one array per line in the header's order, built when the\n   * button is pressed rather than on every render: a table of a thousand\n   * rows is serialized once, on demand, and never while nobody asked.\n   */\n  rows: () => ReadonlyArray<ReadonlyArray<unknown>>\n  /** Nothing to write yet — the window is still reading, or came back empty. */\n  disabled?: boolean\n}\n\n/**\n * Export CSV for one report table (AGL-2624), in its card's header.\n *\n * Client-side, from the window the card has already loaded: a report table\n * is at most a thousand grouped rows, and the file is those rows exactly as\n * drawn — the same names, the same counts, the same order — so a reader can\n * check the export against the screen. It is NOT a fresh read, so when the\n * card's window was full the card says so in a caption beneath the table;\n * an export that quietly wrote a sample as if it were the whole would be\n * the one thing that caption exists to prevent.\n */\nexport function ReportExport(props: ReportExportProps) {\n  const { filename, columns, rows, disabled = false } = props\n  return (\n    <Button\n      size=\"small\"\n      startIcon={<MdiIcon path={mdiDownloadOutline.path} size={0.8} />}\n      disabled={disabled}\n      onClick={() =>\n        downloadTextFile(filename, 'text/csv', csvDocument(columns, rows()))\n      }\n    >\n      {'Export CSV'}\n    </Button>\n  )\n}\nReportExport.displayName = 'ReportExport'\n\nexport default ReportExport\n"],"names":["csvDocument","mdiDownloadOutline","MdiIcon","Button","downloadTextFile","ReportExport","props","filename","columns","rows","disabled","size","startIcon","path","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,WAAW,QAAQ,eAAc;AAC1C,SAASC,kBAAkB,QAAQ,yBAAwB;AAC3D,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,QAAQ,gBAAe;AACtC,SAASC,gBAAgB,QAAQ,8BAA0B;AAiB3D;;;;;;;;;;CAUC,GACD,OAAO,SAASC,aAAaC,KAAwB;IACnD,MAAM,EAAEC,QAAQ,EAAEC,OAAO,EAAEC,IAAI,EAAEC,WAAW,KAAK,EAAE,GAAGJ;IACtD,qBACE,KAACH;QACCQ,MAAK;QACLC,yBAAW,KAACV;YAAQW,MAAMZ,mBAAmBY,IAAI;YAAEF,MAAM;;QACzDD,UAAUA;QACVI,SAAS,IACPV,iBAAiBG,UAAU,YAAYP,YAAYQ,SAASC;kBAG7D;;AAGP;AACAJ,aAAaU,WAAW,GAAG;AAE3B,eAAeV,aAAY"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/report-export.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 { csvDocument } from '@aglyn/aglyn'\nimport { mdiDownloadOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Button } from '@mui/material'\nimport { downloadTextFile } from '../../model/download-text-file'\n\nexport interface ReportExportProps {\n  /** The file's name — see `reportFilename`. */\n  filename: string\n  /** The header row, in the table's column order. */\n  columns: readonly string[]\n  /**\n   * The rows, one array per line in the header's order, built when the\n   * button is pressed rather than on every render: a table of a thousand\n   * rows is serialized once, on demand, and never while nobody asked.\n   */\n  rows: () => ReadonlyArray<ReadonlyArray<unknown>>\n  /** Nothing to write yet — the window is still reading, or came back empty. */\n  disabled?: boolean\n}\n\n/**\n * Export CSV for one report table (AGL-2624), in its card's header.\n *\n * Client-side, from the window the card has already loaded: a report table\n * is at most a thousand grouped rows, and the file is those rows exactly as\n * drawn — the same names, the same counts, the same order — so a reader can\n * check the export against the screen. It is NOT a fresh read, so when the\n * card's window was full the card says so in a caption beneath the table;\n * an export that quietly wrote a sample as if it were the whole would be\n * the one thing that caption exists to prevent.\n */\nexport function ReportExport(props: ReportExportProps) {\n  const { filename, columns, rows, disabled = false } = props\n  return (\n    <Button\n      size=\"small\"\n      startIcon={<MdiIcon path={mdiDownloadOutline.path} size={0.8} />}\n      disabled={disabled}\n      onClick={() =>\n        downloadTextFile(filename, 'text/csv', csvDocument(columns, rows()))\n      }\n    >\n      {'Export CSV'}\n    </Button>\n  )\n}\nReportExport.displayName = 'ReportExport'\n\nexport default ReportExport\n"],"names":["csvDocument","mdiDownloadOutline","MdiIcon","Button","downloadTextFile","ReportExport","props","filename","columns","rows","disabled","size","startIcon","path","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,WAAW,QAAQ,eAAc;AAC1C,SAASC,kBAAkB,QAAQ,yBAAwB;AAC3D,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,QAAQ,gBAAe;AACtC,SAASC,gBAAgB,QAAQ,oCAAgC;AAiBjE;;;;;;;;;;CAUC,GACD,OAAO,SAASC,aAAaC,KAAwB;IACnD,MAAM,EAAEC,QAAQ,EAAEC,OAAO,EAAEC,IAAI,EAAEC,WAAW,KAAK,EAAE,GAAGJ;IACtD,qBACE,KAACH;QACCQ,MAAK;QACLC,yBAAW,KAACV;YAAQW,MAAMZ,mBAAmBY,IAAI;YAAEF,MAAM;;QACzDD,UAAUA;QACVI,SAAS,IACPV,iBAAiBG,UAAU,YAAYP,YAAYQ,SAASC;kBAG7D;;AAGP;AACAJ,aAAaU,WAAW,GAAG;AAE3B,eAAeV,aAAY"}

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

@@ -30,6 +30,7 @@ import { ContactsMixCard } from "./reports/contacts-mix-card.js";
 import { ContactsTrendCard } from "./reports/contacts-trend-card.js";
 import { ForecastCard } from "./reports/forecast-card.js";
 import { LeadFunnelCard } from "./reports/lead-funnel-card.js";
+import { LeadSourceCard } from "./reports/lead-source-card.js";
 import { PipelineCard } from "./reports/pipeline-card.js";
 import { SourceConversionCard } from "./reports/source-conversion-card.js";
 import { WonLostByOwnerCard } from "./reports/won-lost-by-owner-card.js";
@@ -248,6 +249,13 @@ import { CRM_REPORT_PERIOD_LABELS, CRM_REPORT_PERIODS, crmReportRange } from "..
                                     hostId: hostId
                                 })
                             },
+                            {
+                                key: 'lead-sources',
+                                children: /*#__PURE__*/ _jsx(LeadSourceCard, {
+                                    report: report,
+                                    hostId: hostId
+                                })
+                            },
                             {
                                 key: 'pipeline',
                                 children: /*#__PURE__*/ _jsx(PipelineCard, {