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

package/src/lib/model/crm-reports.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-reports.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * CRM reporting arithmetic (AGL-2604).\n *\n * The Reports section and the dashboard glance card read Firestore\n * aggregates and bounded windows and then have to turn them into a period, a\n * set of weekly bars, a funnel and a pipeline total. Every one of those is a\n * decision about numbers that a card could get subtly wrong in its own JSX —\n * a bucket boundary that is closed on both ends counts a midnight contact\n * twice, a funnel that divides by the step before reads 100% where nobody\n * arrived, a forecast that weights a closed deal forecasts a sale twice. So\n * they live here, pure and specified, and the cards only draw.\n *\n * Pure data module: no Firestore, no React, no clock — every function that\n * needs \"now\" is handed it.\n */\n\nimport type { ContactFacet, ContactSource } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CRM_ACTIVITY_KINDS,\n  CRM_LEAD_STATUSES,\n  type ContactLifecycleStage,\n  type CrmActivity,\n  type CrmActivityKind,\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  type CrmPipeline,\n  type CrmTask,\n  crmLeadStatus,\n  dealStageById,\n  isCrmActivityKind,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\n\nconst DAY_MS = 24 * 60 * 60 * 1000\nconst WEEK_MS = 7 * DAY_MS\n\n/**\n * The periods a report can be read over.\n *\n * A fixed list rather than a free date range because every period here is\n * also a READ COST: the contact trend runs one count aggregate per week of\n * the period, and the closed-deal chart reads the deals closed within it. A\n * picker that offered \"all time\" would offer a read nobody has sized.\n */\nexport const CRM_REPORT_PERIODS = ['7d', '30d', '90d', 'month'] as const\n\nexport type CrmReportPeriod = (typeof CRM_REPORT_PERIODS)[number]\n\nexport const CRM_REPORT_PERIOD_LABELS: Record<CrmReportPeriod, string> = {\n  '7d': 'Last 7 days',\n  '30d': 'Last 30 days',\n  '90d': 'Last 90 days',\n  month: 'This month',\n}\n\n/**\n * A period and the period before it, as half-open millisecond ranges\n * `[from, to)`.\n *\n * The previous period is what a delta is measured against, so it is always\n * the same LENGTH as the current one and ends exactly where the current one\n * begins: \"this month\" against \"last month\", thirty days against the thirty\n * before them. A gap or an overlap between the two would make the comparison\n * a comparison of different things.\n */\nexport interface CrmReportRange {\n  from: number\n  to: number\n  previousFrom: number\n  previousTo: number\n}\n\n/**\n * The range a period names at a given moment.\n *\n * `to` is the moment itself, so a period is always \"up to now\" and a report\n * read twice in one sitting shows the same figures with the newer minutes\n * added. \"This month\" starts on the first of the LOCAL month, because that\n * is the month the reader sees on their calendar; the day periods count back\n * from the moment rather than from midnight, so \"last 7 days\" is a full\n * seven days rather than six and a fraction.\n */\nexport function crmReportRange(\n  period: CrmReportPeriod,\n  nowMs: number,\n): CrmReportRange {\n  if (period === 'month') {\n    const now = new Date(nowMs)\n    const from = new Date(now.getFullYear(), now.getMonth(), 1).getTime()\n    const previousFrom = new Date(\n      now.getFullYear(),\n      now.getMonth() - 1,\n      1,\n    ).getTime()\n    return { from, to: nowMs, previousFrom, previousTo: from }\n  }\n  const days = period === '7d' ? 7 : period === '30d' ? 30 : 90\n  const from = nowMs - days * DAY_MS\n  return {\n    from,\n    to: nowMs,\n    previousFrom: from - days * DAY_MS,\n    previousTo: from,\n  }\n}\n\n/** One week of a period, `[start, end)`; the last week of a period may be short. */\nexport interface WeekBucketBounds {\n  start: number\n  end: number\n}\n\n/**\n * The weeks a range divides into: seven-day strides from `from`, the last\n * clipped at `to`.\n *\n * Strides from the START of the period rather than calendar weeks, so that\n * \"last 7 days\" is one bar and \"last 30 days\" is four full weeks and two\n * days — the period the reader picked, in the reader's units — instead of\n * whatever fragment of a Monday-to-Sunday week the period happened to start\n * inside. An empty or inverted range has no weeks.\n */\nexport function weekBuckets(from: number, to: number): WeekBucketBounds[] {\n  const buckets: WeekBucketBounds[] = []\n  if (!(to > from)) return buckets\n  for (let start = from; start < to; start += WEEK_MS) {\n    buckets.push({ start, end: Math.min(start + WEEK_MS, to) })\n  }\n  return buckets\n}\n\nexport interface WeekBucket<T> extends WeekBucketBounds {\n  items: T[]\n}\n\n/**\n * The items of a range, grouped into its weeks.\n *\n * Half-open on every boundary, so an item at exactly midnight between two\n * weeks is in the later one and only the later one, and an item at `to` is\n * outside the period the way an item at `from` is inside it. Items with no\n * usable time are dropped rather than placed anywhere — an undated deal is\n * not a deal closed this week. Every week is returned, empty ones included,\n * because a chart wants a bar per week and a gap where a week had nothing is\n * a chart with the wrong number of bars.\n */\nexport function bucketByWeek<T>(\n  items: readonly T[],\n  atMs: (item: T) => number | null | undefined,\n  from: number,\n  to: number,\n): WeekBucket<T>[] {\n  const buckets: WeekBucket<T>[] = weekBuckets(from, to).map((bounds) => ({\n    ...bounds,\n    items: [] as T[],\n  }))\n  if (!buckets.length) return buckets\n  for (const item of items) {\n    const at = atMs(item)\n    if (typeof at !== 'number' || !Number.isFinite(at)) continue\n    if (at < from || at >= to) continue\n    const index = Math.min(\n      buckets.length - 1,\n      Math.floor((at - from) / WEEK_MS),\n    )\n    buckets[index].items.push(item)\n  }\n  return buckets\n}\n\n/** One step of the lifecycle funnel. */\nexport interface LifecycleFunnelStep {\n  stage: ContactLifecycleStage\n  label: string\n  /** People AT this stage. */\n  count: number\n  /** People at this stage or any later one — everyone who got at least this far. */\n  reached: number\n  /**\n   * `reached` over the previous step's `reached`, 0–1, or `null` on the first\n   * step and wherever nobody reached the step before.\n   */\n  conversion: number | null\n}\n\nexport interface LifecycleFunnel {\n  /** The progression, in `CONTACT_LIFECYCLE_STAGES` order, `other` left out. */\n  steps: LifecycleFunnelStep[]\n  /** People at the `other` stage, which is beside the funnel rather than in it. */\n  other: number\n  /** Every counted person, `other` included. */\n  total: number\n}\n\n/**\n * The lifecycle funnel a set of per-stage counts describes.\n *\n * A funnel is read CUMULATIVELY: a customer was once a lead, so the \"lead\"\n * step is everyone who is a lead now or has moved past it, not only the\n * people currently sitting there. That is what makes the steps narrow as\n * they go down and what makes a step-to-step conversion mean something.\n * `other` is a stage a merchant chose for a person the funnel does not\n * describe, so it is reported beside the funnel and never folded into a\n * step. A conversion where the previous step was empty is `null` rather than\n * 0 or 100 — there is nothing to divide by, and either number would be read\n * as a measurement.\n */\nexport function funnelFromStages(\n  counts: Partial<Record<ContactLifecycleStage, number>>,\n): LifecycleFunnel {\n  const countOf = (stage: ContactLifecycleStage): number => {\n    const value = Number(counts[stage] ?? 0)\n    return Number.isFinite(value) && value > 0 ? Math.round(value) : 0\n  }\n  const progression = CONTACT_LIFECYCLE_STAGES.filter(\n    (stage) => stage !== 'other',\n  )\n  const steps: LifecycleFunnelStep[] = []\n  let reachedAfter = 0\n  for (let index = progression.length - 1; index >= 0; index -= 1) {\n    const stage = progression[index]\n    const count = countOf(stage)\n    const reached = count + reachedAfter\n    steps.unshift({\n      stage,\n      label: CONTACT_LIFECYCLE_STAGE_LABELS[stage],\n      count,\n      reached,\n      conversion: null,\n    })\n    reachedAfter = reached\n  }\n  for (let index = 1; index < steps.length; index += 1) {\n    const previous = steps[index - 1].reached\n    steps[index].conversion = previous > 0 ? steps[index].reached / previous : null\n  }\n  const other = countOf('other')\n  return {\n    steps,\n    other,\n    total: steps.reduce((sum, step) => sum + step.count, 0) + other,\n  }\n}\n\n/** The open deals sitting in one stage of a pipeline. */\nexport interface PipelineStageTotal {\n  stage: CrmDealStage\n  count: number\n  amountCents: number\n  weightedCents: number\n}\n\nexport interface PipelineTotals {\n  /** Open deals, wherever they sit. */\n  count: number\n  amountCents: number\n  /** The forecast: each open deal at its stage's odds. */\n  weightedCents: number\n  /** The pipeline's open stages in order, every one present even when empty. */\n  stages: PipelineStageTotal[]\n  /**\n   * Open deals in a stage the pipeline does not have — retired, renamed, or\n   * a closed-kind stage the status disagrees with. Counted in the totals,\n   * worth nothing to the forecast, and reported so a merchant can find them.\n   */\n  unplaced: { count: number; amountCents: number }\n}\n\ntype PipelineDeal = Pick<CrmDeal, 'status' | 'stageId' | 'amountCents'>\n\n/**\n * What a pipeline holds, by stage.\n *\n * Only OPEN deals: a won deal is revenue and a lost one is history, and a\n * pipeline report that counted either would show a stage full of deals that\n * cannot move. Only the pipeline's open-kind stages are rows, for the same\n * reason from the other side — a \"Won\" column in a pipeline chart is the\n * closed-deals report drawn in the wrong place. The weighting is\n * `weightedDealAmountCents`, applied here rather than restated.\n */\nexport function pipelineTotals(\n  deals: readonly PipelineDeal[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): PipelineTotals {\n  const stages = [...(pipeline?.stages ?? [])]\n    .filter((stage) => stage.kind === 'open')\n    .sort((a, b) => a.order - b.order)\n  const rows = new Map<string, PipelineStageTotal>(\n    stages.map((stage) => [\n      stage.id,\n      { stage, count: 0, amountCents: 0, weightedCents: 0 },\n    ]),\n  )\n  const totals: PipelineTotals = {\n    count: 0,\n    amountCents: 0,\n    weightedCents: 0,\n    stages: stages.map((stage) => rows.get(stage.id) as PipelineStageTotal),\n    unplaced: { count: 0, amountCents: 0 },\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    totals.count += 1\n    totals.amountCents += amount\n    const row = rows.get(deal.stageId)\n    if (!row) {\n      totals.unplaced.count += 1\n      totals.unplaced.amountCents += amount\n      continue\n    }\n    const weighted = weightedDealAmountCents(deal, row.stage)\n    row.count += 1\n    row.amountCents += amount\n    row.weightedCents += weighted\n    totals.weightedCents += weighted\n  }\n  return totals\n}\n\n/** How many months ahead the close-month forecast looks. */\nexport const FORECAST_MONTHS = 6\n\n/** One calendar month of the forecast, `[start, end)` in local time. */\nexport interface CloseMonthBucket {\n  /** `2026-09` — stable across locales, what a row is keyed by. */\n  key: string\n  start: number\n  end: number\n}\n\n/**\n * The next `months` calendar months from the one `nowMs` falls in, each\n * `[first of the month, first of the next)` on the reader's calendar.\n *\n * The current month is the first bucket, whole: a deal expected to close\n * on the 3rd when today is the 20th is late, not next month's, and a\n * forecast that started at \"now\" would drop it between the rows. Local\n * months rather than UTC, because `expectedCloseAtMs` is stored at local\n * noon of the day picked (`dateInputMs`) and a UTC boundary would put a\n * deal picked for the 1st into the month before in half the world.\n */\nexport function closeMonthBuckets(\n  nowMs: number,\n  months = FORECAST_MONTHS,\n): CloseMonthBucket[] {\n  const now = new Date(nowMs)\n  const buckets: CloseMonthBucket[] = []\n  for (let offset = 0; offset < months; offset += 1) {\n    const start = new Date(now.getFullYear(), now.getMonth() + offset, 1)\n    const end = new Date(now.getFullYear(), now.getMonth() + offset + 1, 1)\n    buckets.push({\n      key: `${start.getFullYear()}-${String(start.getMonth() + 1).padStart(2, '0')}`,\n      start: start.getTime(),\n      end: end.getTime(),\n    })\n  }\n  return buckets\n}\n\n/** One pipeline's open deals expected to close in one month. */\nexport interface ForecastCell {\n  count: number\n  amountCents: number\n  weightedCents: number\n}\n\nexport interface PipelineForecast {\n  pipelineId: string\n  name: string\n  /** One cell per bucket, in `buckets` order, every one present even when empty. */\n  months: ForecastCell[]\n  /** Open deals with no expected close — their own row, never a guess. */\n  undated: ForecastCell\n  /** Expected before the first bucket — overdue to close. */\n  overdue: ForecastCell\n  /** Expected past the last bucket. */\n  later: ForecastCell\n  total: ForecastCell\n}\n\nexport interface CloseMonthForecast {\n  buckets: CloseMonthBucket[]\n  pipelines: PipelineForecast[]\n  /** Every pipeline's cells added together, in `buckets` order. */\n  months: ForecastCell[]\n  undated: ForecastCell\n  overdue: ForecastCell\n  later: ForecastCell\n  total: ForecastCell\n}\n\ntype ForecastDeal = Pick<\n  CrmDeal,\n  'status' | 'pipelineId' | 'stageId' | 'amountCents' | 'expectedCloseAtMs'\n>\n\nconst emptyCell = (): ForecastCell => ({ count: 0, amountCents: 0, weightedCents: 0 })\n\nfunction addToCell(cell: ForecastCell, amountCents: number, weightedCents: number) {\n  cell.count += 1\n  cell.amountCents += amountCents\n  cell.weightedCents += weightedCents\n}\n\n/**\n * The open pipeline laid out by the month each deal is expected to close\n * (AGL-2620): per pipeline, one cell per month for the next\n * {@link FORECAST_MONTHS}, at face value and weighted by the deal's stage.\n *\n * Only open deals, for the reason `pipelineTotals` gives — a closed deal\n * has closed. A deal with no `expectedCloseAtMs` is its own row rather than\n * being dropped or dated \"now\": a forecast that quietly omitted undated\n * deals would understate the pipeline by exactly the deals nobody has\n * scheduled, which is the number a sales lead most wants to see. A deal\n * dated before the first month is overdue and a deal dated past the last\n * is \"later\"; both are reported so the rows add up to the pipeline.\n *\n * Every ACTIVE pipeline is a row even with nothing open — an empty\n * pipeline is a fact about the forecast too — while an archived one is a\n * row only if a deal still sits open in it. A deal in a pipeline the list\n * does not carry at all is grouped under its id with no name, so the\n * total still counts it; its stage cannot be resolved, so it weighs\n * nothing, as everywhere else.\n */\nexport function forecastByCloseMonth(\n  deals: readonly ForecastDeal[],\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'stages' | 'archivedAt'> & { $id: string }>,\n  nowMs: number,\n  months = FORECAST_MONTHS,\n): CloseMonthForecast {\n  const buckets = closeMonthBuckets(nowMs, months)\n  const byId = new Map<string, PipelineForecast>()\n  const pipelineRow = (pipelineId: string): PipelineForecast => {\n    let row = byId.get(pipelineId)\n    if (!row) {\n      const pipeline = pipelines.find((entry) => entry.$id === pipelineId)\n      row = {\n        pipelineId,\n        name: pipeline?.name ?? '',\n        months: buckets.map(emptyCell),\n        undated: emptyCell(),\n        overdue: emptyCell(),\n        later: emptyCell(),\n        total: emptyCell(),\n      }\n      byId.set(pipelineId, row)\n    }\n    return row\n  }\n  for (const pipeline of pipelines) {\n    if (!isPipelineArchived(pipeline)) pipelineRow(pipeline.$id)\n  }\n\n  const totals: CloseMonthForecast = {\n    buckets,\n    pipelines: [],\n    months: buckets.map(emptyCell),\n    undated: emptyCell(),\n    overdue: emptyCell(),\n    later: emptyCell(),\n    total: emptyCell(),\n  }\n  const first = buckets[0]?.start ?? nowMs\n  const last = buckets[buckets.length - 1]?.end ?? nowMs\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    const pipelineId = String(deal.pipelineId ?? '')\n    const row = pipelineRow(pipelineId)\n    const pipeline = pipelines.find((entry) => entry.$id === pipelineId)\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    const weighted = weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId))\n    const at = deal.expectedCloseAtMs\n    const cells: Array<[ForecastCell, ForecastCell]> = [[row.total, totals.total]]\n    if (typeof at !== 'number' || !Number.isFinite(at)) {\n      cells.push([row.undated, totals.undated])\n    } else if (at < first) {\n      cells.push([row.overdue, totals.overdue])\n    } else if (at >= last) {\n      cells.push([row.later, totals.later])\n    } else {\n      const index = buckets.findIndex((bucket) => at >= bucket.start && at < bucket.end)\n      cells.push([row.months[index], totals.months[index]])\n    }\n    for (const [own, all] of cells) {\n      addToCell(own, amount, weighted)\n      addToCell(all, amount, weighted)\n    }\n  }\n  totals.pipelines = [...byId.values()]\n  return totals\n}\n\n/**\n * How many of a list share each key, most common first.\n *\n * Ties break on the key so two renders of the same data draw the same order.\n * An item with no key is not \"a key called empty\": a contact whose facet\n * names no source is left out of a by-source chart rather than drawn as a\n * bar labeled with nothing.\n */\nexport function tally<T>(\n  items: readonly T[],\n  keyOf: (item: T) => string | null | undefined,\n): Array<{ key: string; count: number }> {\n  const counts = new Map<string, number>()\n  for (const item of items) {\n    const key = keyOf(item)\n    if (!key) continue\n    counts.set(key, (counts.get(key) ?? 0) + 1)\n  }\n  return [...counts.entries()]\n    .map(([key, count]) => ({ key, count }))\n    .sort((a, b) => b.count - a.count || a.key.localeCompare(b.key))\n}\n\n/**\n * Percentage change against the previous period, to one decimal, or `null`\n * when the previous period had nothing.\n *\n * `null` rather than a number because every number is wrong: \"+100%\" reads\n * as growth, \"+0%\" reads as flat, and a first contact has no growth rate.\n * The tile that renders this draws nothing for `null`, which is the honest\n * rendering of \"there is no baseline\".\n */\nexport function deltaPercent(current: number, previous: number): number | null {\n  if (!(previous > 0)) return null\n  return Math.round(((current - previous) / previous) * 1000) / 10\n}\n\n/**\n * The currency a set of deals is in, and whether they are actually in more\n * than one.\n *\n * A pipeline total is a sum, and a sum of dollars and euros is a number\n * with no unit. The reports still show that number — a merchant with one\n * stray euro deal wants the pipeline figure, not a refusal — but they say\n * it is mixed. The most common currency names the total; `usd` is what a\n * deal with no currency means, per the model.\n */\nexport function currencyOfDeals(\n  deals: ReadonlyArray<Pick<CrmDeal, 'currency'>>,\n): { currency: string; mixed: boolean } {\n  const ranked = tally(deals, (deal) =>\n    String(deal.currency || 'usd').toLowerCase(),\n  )\n  return { currency: ranked[0]?.key ?? 'usd', mixed: ranked.length > 1 }\n}\n\n/**\n * The local calendar day a moment falls in, `[start, end)`.\n *\n * The same day `taskDueState` decides \"today\" on, so a count of tasks due\n * today and the list's \"today\" chip agree about the same task at 11 p.m.\n */\nexport function localDayBounds(nowMs: number): { start: number; end: number } {\n  const now = new Date(nowMs)\n  const start = new Date(now.getFullYear(), now.getMonth(), now.getDate())\n  const end = new Date(now.getFullYear(), now.getMonth(), now.getDate() + 1)\n  return { start: start.getTime(), end: end.getTime() }\n}\n\n/*==========================================\n * ACTIVITY BY TEAMMATE (AGL-2624)\n *=========================================*/\n\n/** One teammate's row of the activity leaderboard. */\nexport interface ActivityLeaderboardRow {\n  /**\n   * The account uid, or `''` for work no person did: an activity an\n   * automation logged, a task ticked off with nobody assigned. One row\n   * rather than a row per automation, because the leaderboard ranks the\n   * team, and \"nobody\" is the honest name for the rest.\n   */\n  uid: string\n  /**\n   * The name the newest of this uid's activities was signed with, or `null`\n   * when none carried one — a uid that only completed tasks, say. The\n   * activity's own `byName` because a scoped reader cannot resolve a\n   * colleague's uid any other way; see `CrmActivity.byName`.\n   */\n  name: string | null\n  /** Activities logged, by kind, every kind present even at zero. */\n  kinds: Record<CrmActivityKind, number>\n  /** Every activity logged, whatever its kind. */\n  activities: number\n  /** Tasks ticked off. */\n  tasksDone: number\n}\n\n/** An activity as stored — `kind` is whatever was written, not only what the model names. */\ntype LeaderboardActivity = Pick<CrmActivity, 'byUid' | 'atMs' | 'byName'> & {\n  kind: string\n}\ntype LeaderboardTask = Pick<CrmTask, 'assigneeUid' | 'completedByUid'>\n\n/**\n * Who did what: the activities and the completed tasks of a period,\n * grouped by the person who did them, busiest first.\n *\n * An activity is credited to whoever logged it. A task is credited to\n * whoever COMPLETED it when the route stamped that, and to its assignee\n * otherwise: the leaderboard measures work done, and a manager closing out\n * a departed teammate's list did that work. A kind the model does not\n * name counts as `other` rather than vanishing — the activity happened.\n *\n * Busiest means activities plus tasks; ties break on activities, then on\n * the uid, so two renders of one window draw one order.\n */\nexport function activityLeaderboard(\n  activities: readonly LeaderboardActivity[],\n  tasksDone: readonly LeaderboardTask[],\n): ActivityLeaderboardRow[] {\n  const rows = new Map<string, ActivityLeaderboardRow>()\n  /** When each row's name was signed, so a newer signature replaces an older one. */\n  const namedAtMs = new Map<string, number>()\n  const rowFor = (uid: string) => {\n    let row = rows.get(uid)\n    if (!row) {\n      row = {\n        uid,\n        name: null,\n        kinds: Object.fromEntries(\n          CRM_ACTIVITY_KINDS.map((kind) => [kind, 0]),\n        ) as Record<CrmActivityKind, number>,\n        activities: 0,\n        tasksDone: 0,\n      }\n      rows.set(uid, row)\n    }\n    return row\n  }\n  for (const activity of activities) {\n    const row = rowFor(String(activity.byUid ?? ''))\n    const kind = isCrmActivityKind(activity.kind) ? activity.kind : 'other'\n    row.kinds[kind] += 1\n    row.activities += 1\n    const name = String(activity.byName ?? '').trim()\n    const atMs = Number(activity.atMs)\n    if (\n      name &&\n      Number.isFinite(atMs) &&\n      atMs > (namedAtMs.get(row.uid) ?? Number.NEGATIVE_INFINITY)\n    ) {\n      row.name = name\n      namedAtMs.set(row.uid, atMs)\n    }\n  }\n  for (const task of tasksDone) {\n    rowFor(String(task.completedByUid || task.assigneeUid || '')).tasksDone += 1\n  }\n  return [...rows.values()].sort(\n    (a, b) =>\n      b.activities + b.tasksDone - (a.activities + a.tasksDone) ||\n      b.activities - a.activities ||\n      a.uid.localeCompare(b.uid),\n  )\n}\n\n/*==========================================\n * LEAD FUNNEL (AGL-2624)\n *=========================================*/\n\n/** The key a lead unqualified with no reason is tallied under. */\nexport const LEAD_NO_REASON_KEY = '$none'\nexport const LEAD_NO_REASON_LABEL = 'No reason given'\n\nexport interface LeadFunnelReason {\n  /** The reason, case-folded and whitespace-collapsed, or {@link LEAD_NO_REASON_KEY}. */\n  key: string\n  /** The reason as it was first written. */\n  label: string\n  count: number\n}\n\nexport interface LeadFunnel {\n  /** Every lead handed in. */\n  total: number\n  /** Leads at each status now, every status present. An absent status is `new`. */\n  byStatus: Record<CrmLeadStatus, number>\n  /** `new`, `nurturing` and `working` — the leads still needing somebody. */\n  open: number\n  /** Qualified over every lead, 0–1, or `null` when there were none. */\n  qualifiedRate: number | null\n  /** Unqualified over every lead, 0–1, or `null` when there were none. */\n  unqualifiedRate: number | null\n  /** Why leads were unqualified, most common first. */\n  reasons: LeadFunnelReason[]\n}\n\n/**\n * Where a set of leads stands, and why the ones that were closed without\n * converting were closed.\n *\n * A status breakdown rather than a cumulative funnel, because a lead's\n * history is not on the document — only where it is now — and a lead can\n * be qualified straight from `new` without ever having been `working`. A\n * step that claimed \"reached working\" would be inventing a past. The two\n * rates are over EVERY lead handed in, so a period in which half the leads\n * are still untouched reads as half unconverted, which is what it is.\n *\n * Reasons are free text — the unqualify dialog requires one but does not\n * offer a list — so `Too small` and `too  small` are one reason and the\n * label is whichever spelling came first. An unqualified lead written past\n * the dialog with no reason is counted under its own key rather than\n * dropped: the lead was closed, and \"no reason given\" is the count a\n * manager wants to see.\n */\nexport function leadFunnel(\n  leads: ReadonlyArray<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>>,\n): LeadFunnel {\n  const byStatus = Object.fromEntries(\n    CRM_LEAD_STATUSES.map((status) => [status, 0]),\n  ) as Record<CrmLeadStatus, number>\n  const reasons = new Map<string, LeadFunnelReason>()\n  for (const lead of leads) {\n    const status = crmLeadStatus(lead)\n    byStatus[status] += 1\n    if (status !== 'unqualified') continue\n    const label = String(lead.unqualifiedReason ?? '').replace(/\\s+/g, ' ').trim()\n    const key = label ? label.toLowerCase() : LEAD_NO_REASON_KEY\n    const row = reasons.get(key) ?? {\n      key,\n      label: label || LEAD_NO_REASON_LABEL,\n      count: 0,\n    }\n    row.count += 1\n    reasons.set(key, row)\n  }\n  const total = leads.length\n  return {\n    total,\n    byStatus,\n    open: byStatus.new + byStatus.nurturing + byStatus.working,\n    qualifiedRate: total > 0 ? byStatus.qualified / total : null,\n    unqualifiedRate: total > 0 ? byStatus.unqualified / total : null,\n    reasons: [...reasons.values()].sort(\n      (a, b) => b.count - a.count || a.label.localeCompare(b.label),\n    ),\n  }\n}\n\n/*==========================================\n * CONVERSION BY SOURCE (AGL-2624)\n *=========================================*/\n\n/**\n * The stages that mean a person has bought, or better.\n *\n * `customer` and `evangelist` only. `other` sits after `customer` in the\n * stage list so that no capture can overwrite it, but it names a step the\n * business chose and the report cannot know whether that step is past a\n * purchase; counting it would credit a source with a sale nobody recorded.\n */\nconst CUSTOMER_STAGES: ReadonlySet<ContactLifecycleStage> = new Set([\n  'customer',\n  'evangelist',\n])\n\ntype ConversionFacet = Pick<ContactFacet, 'sources' | 'lifecycleStage' | 'ordersCount'>\n\n/**\n * Whether this holder's view of a person says they have bought: a stage\n * at `customer` or past it, or an order on the books whatever the stage\n * says — an order path that never advanced the stage still sold something.\n */\nexport function contactIsCustomer(\n  facet: Pick<ContactFacet, 'lifecycleStage' | 'ordersCount'>,\n): boolean {\n  if (facet.lifecycleStage && CUSTOMER_STAGES.has(facet.lifecycleStage)) return true\n  const orders = Number(facet.ordersCount ?? 0)\n  return Number.isFinite(orders) && orders > 0\n}\n\nexport interface SourceConversionRow {\n  source: ContactSource\n  /** People this holder captured through the source. */\n  captured: number\n  /** Of those, the ones who are customers now. */\n  customers: number\n  /** `customers / captured`, 0–1. */\n  rate: number\n}\n\nexport interface SourceConversion {\n  /** One row per source anybody came through, most captured first. */\n  rows: SourceConversionRow[]\n  /** People with no source under this holder — no door to credit. */\n  unsourced: number\n  /** Every counted person who is a customer, once each. */\n  customers: number\n  /** Every person handed in. */\n  total: number\n}\n\n/**\n * Which capture surfaces turn into customers.\n *\n * Read through one holder's facet, like every by-source figure: a source\n * is which of THIS business's doors the person came through. A person\n * captured two ways counts under both — the question is \"how well does\n * each door convert\", and a person who came through two is evidence for\n * both — so the rows can add to more than `total`, and `customers` counts\n * each person once for the tile above the table. Rows rank by captured,\n * not by rate, because a door with one visitor who bought is not the best\n * door.\n */\nexport function conversionBySource(\n  facets: readonly ConversionFacet[],\n): SourceConversion {\n  const rows = new Map<ContactSource, SourceConversionRow>()\n  let unsourced = 0\n  let customers = 0\n  for (const facet of facets) {\n    const isCustomer = contactIsCustomer(facet)\n    if (isCustomer) customers += 1\n    const sources = (Object.keys(facet.sources ?? {}) as ContactSource[]).filter(\n      (source) => facet.sources?.[source],\n    )\n    if (!sources.length) {\n      unsourced += 1\n      continue\n    }\n    for (const source of sources) {\n      const row = rows.get(source) ?? { source, captured: 0, customers: 0, rate: 0 }\n      row.captured += 1\n      if (isCustomer) row.customers += 1\n      rows.set(source, row)\n    }\n  }\n  return {\n    rows: [...rows.values()]\n      .map((row) => ({ ...row, rate: row.customers / row.captured }))\n      .sort(\n        (a, b) =>\n          b.captured - a.captured ||\n          b.customers - a.customers ||\n          a.source.localeCompare(b.source),\n      ),\n    unsourced,\n    customers,\n    total: facets.length,\n  }\n}\n\n/*==========================================\n * WON AND LOST, BY OWNER (AGL-2662)\n *=========================================*/\n\n/** A closed deal as the by-owner tally reads it. */\ntype OwnerOutcomeDeal = Pick<CrmDeal, 'ownerUid' | 'amountCents'>\n\n/** The key an unowned deal is tallied under — see {@link OwnerOutcomeRow.uid}. */\nexport const OWNER_UNASSIGNED_KEY = ''\n\nexport interface OwnerOutcomeRow {\n  /**\n   * The owner's account uid, or `''` for a deal nobody owns.\n   *\n   * One row for the unowned rather than none: a pipeline where a third of\n   * what closed had no owner is a fact about the team, and dropping those\n   * deals would make the rows add to less than the period's totals without\n   * saying why.\n   */\n  uid: string\n  won: number\n  lost: number\n  /** Value of what this owner won, in the deals' own minor units. */\n  wonAmountCents: number\n  /** Value of what they lost — the size of the miss, not a negative. */\n  lostAmountCents: number\n  /** Everything that closed for this owner, won or lost. */\n  closed: number\n  /**\n   * Won over closed, 0–1, or `null` when nothing of theirs closed.\n   *\n   * Null rather than zero because the two read differently: an owner who\n   * closed nothing has no rate, and rendering that as 0% would rank a\n   * person who was not in the period below one who lost every deal.\n   */\n  winRate: number | null\n}\n\n/**\n * Who closed what, in the period's window.\n *\n * The by-owner reading of the same two sets the Won and lost card already\n * holds — everything that closed won, and everything that closed lost — so\n * this adds no read. Credited to `ownerUid`, the field the board and the\n * bulk bar both write, and never to the creator: a deal reassigned mid-cycle\n * belongs to whoever carried it at the close, which is what \"by owner\"\n * is asked to mean when a manager reads it.\n *\n * Ranked by how much CLOSED rather than by win rate, for the reason\n * `conversionBySource` ranks by captured: an owner who closed one deal and\n * won it is not the best closer on the team. Ties break on wins, then on\n * the uid, so two renders of one window draw one order.\n */\nexport function wonLostByOwner(\n  won: readonly OwnerOutcomeDeal[],\n  lost: readonly OwnerOutcomeDeal[],\n): OwnerOutcomeRow[] {\n  const rows = new Map<string, OwnerOutcomeRow>()\n  const rowFor = (uid: string) => {\n    let row = rows.get(uid)\n    if (!row) {\n      row = {\n        uid,\n        won: 0,\n        lost: 0,\n        wonAmountCents: 0,\n        lostAmountCents: 0,\n        closed: 0,\n        winRate: null,\n      }\n      rows.set(uid, row)\n    }\n    return row\n  }\n  /** A missing or negative amount counts as nothing, never as a debit. */\n  const cents = (deal: OwnerOutcomeDeal) =>\n    Math.max(0, Number(deal.amountCents ?? 0) || 0)\n  for (const deal of won) {\n    const row = rowFor(String(deal.ownerUid ?? OWNER_UNASSIGNED_KEY))\n    row.won += 1\n    row.closed += 1\n    row.wonAmountCents += cents(deal)\n  }\n  for (const deal of lost) {\n    const row = rowFor(String(deal.ownerUid ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-reports.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * CRM reporting arithmetic (AGL-2604).\n *\n * The Reports section and the dashboard glance card read Firestore\n * aggregates and bounded windows and then have to turn them into a period, a\n * set of weekly bars, a funnel and a pipeline total. Every one of those is a\n * decision about numbers that a card could get subtly wrong in its own JSX —\n * a bucket boundary that is closed on both ends counts a midnight contact\n * twice, a funnel that divides by the step before reads 100% where nobody\n * arrived, a forecast that weights a closed deal forecasts a sale twice. So\n * they live here, pure and specified, and the cards only draw.\n *\n * Pure data module: no Firestore, no React, no clock — every function that\n * needs \"now\" is handed it.\n */\n\nimport type { ContactFacet, ContactSource } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CRM_ACTIVITY_KINDS,\n  CRM_LEAD_STATUSES,\n  type ContactLifecycleStage,\n  type CrmActivity,\n  type CrmActivityKind,\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmForecastCategory,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  type CrmPipeline,\n  type CrmTask,\n  crmLeadStatus,\n  crmPicklistRank,\n  crmPicklistValueByLabel,\n  dealForecastCategory,\n  dealStageById,\n  isCrmActivityKind,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { type LeadSourceDirection, leadSourceDirectionOf } from './lead-source-direction'\n\nconst DAY_MS = 24 * 60 * 60 * 1000\nconst WEEK_MS = 7 * DAY_MS\n\n/**\n * The periods a report can be read over.\n *\n * A fixed list rather than a free date range because every period here is\n * also a READ COST: the contact trend runs one count aggregate per week of\n * the period, and the closed-deal chart reads the deals closed within it. A\n * picker that offered \"all time\" would offer a read nobody has sized.\n */\nexport const CRM_REPORT_PERIODS = ['7d', '30d', '90d', 'month'] as const\n\nexport type CrmReportPeriod = (typeof CRM_REPORT_PERIODS)[number]\n\nexport const CRM_REPORT_PERIOD_LABELS: Record<CrmReportPeriod, string> = {\n  '7d': 'Last 7 days',\n  '30d': 'Last 30 days',\n  '90d': 'Last 90 days',\n  month: 'This month',\n}\n\n/**\n * A period and the period before it, as half-open millisecond ranges\n * `[from, to)`.\n *\n * The previous period is what a delta is measured against, so it is always\n * the same LENGTH as the current one and ends exactly where the current one\n * begins: \"this month\" against \"last month\", thirty days against the thirty\n * before them. A gap or an overlap between the two would make the comparison\n * a comparison of different things.\n */\nexport interface CrmReportRange {\n  from: number\n  to: number\n  previousFrom: number\n  previousTo: number\n}\n\n/**\n * The range a period names at a given moment.\n *\n * `to` is the moment itself, so a period is always \"up to now\" and a report\n * read twice in one sitting shows the same figures with the newer minutes\n * added. \"This month\" starts on the first of the LOCAL month, because that\n * is the month the reader sees on their calendar; the day periods count back\n * from the moment rather than from midnight, so \"last 7 days\" is a full\n * seven days rather than six and a fraction.\n */\nexport function crmReportRange(\n  period: CrmReportPeriod,\n  nowMs: number,\n): CrmReportRange {\n  if (period === 'month') {\n    const now = new Date(nowMs)\n    const from = new Date(now.getFullYear(), now.getMonth(), 1).getTime()\n    const previousFrom = new Date(\n      now.getFullYear(),\n      now.getMonth() - 1,\n      1,\n    ).getTime()\n    return { from, to: nowMs, previousFrom, previousTo: from }\n  }\n  const days = period === '7d' ? 7 : period === '30d' ? 30 : 90\n  const from = nowMs - days * DAY_MS\n  return {\n    from,\n    to: nowMs,\n    previousFrom: from - days * DAY_MS,\n    previousTo: from,\n  }\n}\n\n/** One week of a period, `[start, end)`; the last week of a period may be short. */\nexport interface WeekBucketBounds {\n  start: number\n  end: number\n}\n\n/**\n * The weeks a range divides into: seven-day strides from `from`, the last\n * clipped at `to`.\n *\n * Strides from the START of the period rather than calendar weeks, so that\n * \"last 7 days\" is one bar and \"last 30 days\" is four full weeks and two\n * days — the period the reader picked, in the reader's units — instead of\n * whatever fragment of a Monday-to-Sunday week the period happened to start\n * inside. An empty or inverted range has no weeks.\n */\nexport function weekBuckets(from: number, to: number): WeekBucketBounds[] {\n  const buckets: WeekBucketBounds[] = []\n  if (!(to > from)) return buckets\n  for (let start = from; start < to; start += WEEK_MS) {\n    buckets.push({ start, end: Math.min(start + WEEK_MS, to) })\n  }\n  return buckets\n}\n\nexport interface WeekBucket<T> extends WeekBucketBounds {\n  items: T[]\n}\n\n/**\n * The items of a range, grouped into its weeks.\n *\n * Half-open on every boundary, so an item at exactly midnight between two\n * weeks is in the later one and only the later one, and an item at `to` is\n * outside the period the way an item at `from` is inside it. Items with no\n * usable time are dropped rather than placed anywhere — an undated deal is\n * not a deal closed this week. Every week is returned, empty ones included,\n * because a chart wants a bar per week and a gap where a week had nothing is\n * a chart with the wrong number of bars.\n */\nexport function bucketByWeek<T>(\n  items: readonly T[],\n  atMs: (item: T) => number | null | undefined,\n  from: number,\n  to: number,\n): WeekBucket<T>[] {\n  const buckets: WeekBucket<T>[] = weekBuckets(from, to).map((bounds) => ({\n    ...bounds,\n    items: [] as T[],\n  }))\n  if (!buckets.length) return buckets\n  for (const item of items) {\n    const at = atMs(item)\n    if (typeof at !== 'number' || !Number.isFinite(at)) continue\n    if (at < from || at >= to) continue\n    const index = Math.min(\n      buckets.length - 1,\n      Math.floor((at - from) / WEEK_MS),\n    )\n    buckets[index].items.push(item)\n  }\n  return buckets\n}\n\n/** One step of the lifecycle funnel. */\nexport interface LifecycleFunnelStep {\n  stage: ContactLifecycleStage\n  label: string\n  /** People AT this stage. */\n  count: number\n  /** People at this stage or any later one — everyone who got at least this far. */\n  reached: number\n  /**\n   * `reached` over the previous step's `reached`, 0–1, or `null` on the first\n   * step and wherever nobody reached the step before.\n   */\n  conversion: number | null\n}\n\nexport interface LifecycleFunnel {\n  /** The progression, in `CONTACT_LIFECYCLE_STAGES` order, `other` left out. */\n  steps: LifecycleFunnelStep[]\n  /** People at the `other` stage, which is beside the funnel rather than in it. */\n  other: number\n  /** Every counted person, `other` included. */\n  total: number\n}\n\n/**\n * The lifecycle funnel a set of per-stage counts describes.\n *\n * A funnel is read CUMULATIVELY: a customer was once a lead, so the \"lead\"\n * step is everyone who is a lead now or has moved past it, not only the\n * people currently sitting there. That is what makes the steps narrow as\n * they go down and what makes a step-to-step conversion mean something.\n * `other` is a stage a merchant chose for a person the funnel does not\n * describe, so it is reported beside the funnel and never folded into a\n * step. A conversion where the previous step was empty is `null` rather than\n * 0 or 100 — there is nothing to divide by, and either number would be read\n * as a measurement.\n */\nexport function funnelFromStages(\n  counts: Partial<Record<ContactLifecycleStage, number>>,\n): LifecycleFunnel {\n  const countOf = (stage: ContactLifecycleStage): number => {\n    const value = Number(counts[stage] ?? 0)\n    return Number.isFinite(value) && value > 0 ? Math.round(value) : 0\n  }\n  const progression = CONTACT_LIFECYCLE_STAGES.filter(\n    (stage) => stage !== 'other',\n  )\n  const steps: LifecycleFunnelStep[] = []\n  let reachedAfter = 0\n  for (let index = progression.length - 1; index >= 0; index -= 1) {\n    const stage = progression[index]\n    const count = countOf(stage)\n    const reached = count + reachedAfter\n    steps.unshift({\n      stage,\n      label: CONTACT_LIFECYCLE_STAGE_LABELS[stage],\n      count,\n      reached,\n      conversion: null,\n    })\n    reachedAfter = reached\n  }\n  for (let index = 1; index < steps.length; index += 1) {\n    const previous = steps[index - 1].reached\n    steps[index].conversion = previous > 0 ? steps[index].reached / previous : null\n  }\n  const other = countOf('other')\n  return {\n    steps,\n    other,\n    total: steps.reduce((sum, step) => sum + step.count, 0) + other,\n  }\n}\n\n/** The open deals sitting in one stage of a pipeline. */\nexport interface PipelineStageTotal {\n  stage: CrmDealStage\n  count: number\n  amountCents: number\n  weightedCents: number\n}\n\nexport interface PipelineTotals {\n  /** Open deals, wherever they sit. */\n  count: number\n  amountCents: number\n  /** The forecast: each open deal at its stage's odds. */\n  weightedCents: number\n  /** The pipeline's open stages in order, every one present even when empty. */\n  stages: PipelineStageTotal[]\n  /**\n   * Open deals in a stage the pipeline does not have — retired, renamed, or\n   * a closed-kind stage the status disagrees with. Counted in the totals,\n   * worth nothing to the forecast, and reported so a merchant can find them.\n   */\n  unplaced: { count: number; amountCents: number }\n}\n\ntype PipelineDeal = Pick<CrmDeal, 'status' | 'stageId' | 'amountCents'> &\n  Partial<Pick<CrmDeal, 'probability'>>\n\n/**\n * What a pipeline holds, by stage.\n *\n * Only OPEN deals: a won deal is revenue and a lost one is history, and a\n * pipeline report that counted either would show a stage full of deals that\n * cannot move. Only the pipeline's open-kind stages are rows, for the same\n * reason from the other side — a \"Won\" column in a pipeline chart is the\n * closed-deals report drawn in the wrong place. The weighting is\n * `weightedDealAmountCents`, applied here rather than restated.\n */\nexport function pipelineTotals(\n  deals: readonly PipelineDeal[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): PipelineTotals {\n  const stages = [...(pipeline?.stages ?? [])]\n    .filter((stage) => stage.kind === 'open')\n    .sort((a, b) => a.order - b.order)\n  const rows = new Map<string, PipelineStageTotal>(\n    stages.map((stage) => [\n      stage.id,\n      { stage, count: 0, amountCents: 0, weightedCents: 0 },\n    ]),\n  )\n  const totals: PipelineTotals = {\n    count: 0,\n    amountCents: 0,\n    weightedCents: 0,\n    stages: stages.map((stage) => rows.get(stage.id) as PipelineStageTotal),\n    unplaced: { count: 0, amountCents: 0 },\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    totals.count += 1\n    totals.amountCents += amount\n    const row = rows.get(deal.stageId)\n    if (!row) {\n      totals.unplaced.count += 1\n      totals.unplaced.amountCents += amount\n      continue\n    }\n    const weighted = weightedDealAmountCents(deal, row.stage)\n    row.count += 1\n    row.amountCents += amount\n    row.weightedCents += weighted\n    totals.weightedCents += weighted\n  }\n  return totals\n}\n\n/** How many months ahead the close-month forecast looks. */\nexport const FORECAST_MONTHS = 6\n\n/** One calendar month of the forecast, `[start, end)` in local time. */\nexport interface CloseMonthBucket {\n  /** `2026-09` — stable across locales, what a row is keyed by. */\n  key: string\n  start: number\n  end: number\n}\n\n/**\n * The next `months` calendar months from the one `nowMs` falls in, each\n * `[first of the month, first of the next)` on the reader's calendar.\n *\n * The current month is the first bucket, whole: a deal expected to close\n * on the 3rd when today is the 20th is late, not next month's, and a\n * forecast that started at \"now\" would drop it between the rows. Local\n * months rather than UTC, because `expectedCloseAtMs` is stored at local\n * noon of the day picked (`dateInputMs`) and a UTC boundary would put a\n * deal picked for the 1st into the month before in half the world.\n */\nexport function closeMonthBuckets(\n  nowMs: number,\n  months = FORECAST_MONTHS,\n): CloseMonthBucket[] {\n  const now = new Date(nowMs)\n  const buckets: CloseMonthBucket[] = []\n  for (let offset = 0; offset < months; offset += 1) {\n    const start = new Date(now.getFullYear(), now.getMonth() + offset, 1)\n    const end = new Date(now.getFullYear(), now.getMonth() + offset + 1, 1)\n    buckets.push({\n      key: `${start.getFullYear()}-${String(start.getMonth() + 1).padStart(2, '0')}`,\n      start: start.getTime(),\n      end: end.getTime(),\n    })\n  }\n  return buckets\n}\n\n/** One pipeline's open deals expected to close in one month. */\nexport interface ForecastCell {\n  count: number\n  amountCents: number\n  weightedCents: number\n}\n\nexport interface PipelineForecast {\n  pipelineId: string\n  name: string\n  /** One cell per bucket, in `buckets` order, every one present even when empty. */\n  months: ForecastCell[]\n  /** Open deals with no expected close — their own row, never a guess. */\n  undated: ForecastCell\n  /** Expected before the first bucket — overdue to close. */\n  overdue: ForecastCell\n  /** Expected past the last bucket. */\n  later: ForecastCell\n  total: ForecastCell\n}\n\nexport interface CloseMonthForecast {\n  buckets: CloseMonthBucket[]\n  pipelines: PipelineForecast[]\n  /** Every pipeline's cells added together, in `buckets` order. */\n  months: ForecastCell[]\n  undated: ForecastCell\n  overdue: ForecastCell\n  later: ForecastCell\n  total: ForecastCell\n}\n\ntype ForecastDeal = Pick<\n  CrmDeal,\n  'status' | 'pipelineId' | 'stageId' | 'amountCents' | 'expectedCloseAtMs'\n> &\n  Partial<Pick<CrmDeal, 'probability' | 'forecastCategory'>>\n\nconst emptyCell = (): ForecastCell => ({ count: 0, amountCents: 0, weightedCents: 0 })\n\nfunction addToCell(cell: ForecastCell, amountCents: number, weightedCents: number) {\n  cell.count += 1\n  cell.amountCents += amountCents\n  cell.weightedCents += weightedCents\n}\n\n/**\n * The open pipeline laid out by the month each deal is expected to close\n * (AGL-2620): per pipeline, one cell per month for the next\n * {@link FORECAST_MONTHS}, at face value and weighted by the deal's stage.\n *\n * Only open deals, for the reason `pipelineTotals` gives — a closed deal\n * has closed. A deal with no `expectedCloseAtMs` is its own row rather than\n * being dropped or dated \"now\": a forecast that quietly omitted undated\n * deals would understate the pipeline by exactly the deals nobody has\n * scheduled, which is the number a sales lead most wants to see. A deal\n * dated before the first month is overdue and a deal dated past the last\n * is \"later\"; both are reported so the rows add up to the pipeline.\n *\n * Every ACTIVE pipeline is a row even with nothing open — an empty\n * pipeline is a fact about the forecast too — while an archived one is a\n * row only if a deal still sits open in it. A deal in a pipeline the list\n * does not carry at all is grouped under its id with no name, so the\n * total still counts it; its stage cannot be resolved, so it weighs\n * nothing, as everywhere else.\n */\nexport function forecastByCloseMonth(\n  deals: readonly ForecastDeal[],\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'stages' | 'archivedAt'> & { $id: string }>,\n  nowMs: number,\n  months = FORECAST_MONTHS,\n): CloseMonthForecast {\n  const buckets = closeMonthBuckets(nowMs, months)\n  const byId = new Map<string, PipelineForecast>()\n  const pipelineRow = (pipelineId: string): PipelineForecast => {\n    let row = byId.get(pipelineId)\n    if (!row) {\n      const pipeline = pipelines.find((entry) => entry.$id === pipelineId)\n      row = {\n        pipelineId,\n        name: pipeline?.name ?? '',\n        months: buckets.map(emptyCell),\n        undated: emptyCell(),\n        overdue: emptyCell(),\n        later: emptyCell(),\n        total: emptyCell(),\n      }\n      byId.set(pipelineId, row)\n    }\n    return row\n  }\n  for (const pipeline of pipelines) {\n    if (!isPipelineArchived(pipeline)) pipelineRow(pipeline.$id)\n  }\n\n  const totals: CloseMonthForecast = {\n    buckets,\n    pipelines: [],\n    months: buckets.map(emptyCell),\n    undated: emptyCell(),\n    overdue: emptyCell(),\n    later: emptyCell(),\n    total: emptyCell(),\n  }\n  const first = buckets[0]?.start ?? nowMs\n  const last = buckets[buckets.length - 1]?.end ?? nowMs\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    const pipelineId = String(deal.pipelineId ?? '')\n    const row = pipelineRow(pipelineId)\n    const pipeline = pipelines.find((entry) => entry.$id === pipelineId)\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    const weighted = weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId))\n    const at = deal.expectedCloseAtMs\n    const cells: Array<[ForecastCell, ForecastCell]> = [[row.total, totals.total]]\n    if (typeof at !== 'number' || !Number.isFinite(at)) {\n      cells.push([row.undated, totals.undated])\n    } else if (at < first) {\n      cells.push([row.overdue, totals.overdue])\n    } else if (at >= last) {\n      cells.push([row.later, totals.later])\n    } else {\n      const index = buckets.findIndex((bucket) => at >= bucket.start && at < bucket.end)\n      cells.push([row.months[index], totals.months[index]])\n    }\n    for (const [own, all] of cells) {\n      addToCell(own, amount, weighted)\n      addToCell(all, amount, weighted)\n    }\n  }\n  totals.pipelines = [...byId.values()]\n  return totals\n}\n\n/**\n * The rows of the forecast by category (AGL-3516), in the order Salesforce's\n * forecast reads them: what is still in play from least to most certain,\n * then what has closed. Omitted is not a forecast row — a deal put there\n * is one the team chose to leave out — and is reported beside it.\n */\nexport const FORECAST_CATEGORY_ROWS = ['pipeline', 'bestCase', 'commit', 'closed'] as const satisfies readonly CrmForecastCategory[]\n\nexport interface CategoryForecast {\n  /** One cell per {@link FORECAST_CATEGORY_ROWS} entry, every one present. */\n  rows: Record<(typeof FORECAST_CATEGORY_ROWS)[number], ForecastCell>\n  /** Open deals left out of the forecast on purpose. */\n  omitted: ForecastCell\n  /** Every row added up — what the forecast forecasts. */\n  total: ForecastCell\n}\n\n/**\n * The forecast by category (AGL-3516): the OPEN deals by the category each\n * stands in — its own, else its stage's ({@link dealForecastCategory}) —\n * weighted as everywhere else, and the WON deals the caller read as\n * Closed, at full value because they have closed. An open deal somebody\n * put in Closed joins that row at its weighted value — it is still open,\n * so it is not counted as revenue. A lost deal is never a forecast.\n */\nexport function forecastByCategory(\n  openDeals: readonly ForecastDeal[],\n  wonDeals: ReadonlyArray<Pick<CrmDeal, 'status' | 'amountCents'>>,\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'stages'> & { $id: string }>,\n): CategoryForecast {\n  const forecast: CategoryForecast = {\n    rows: {\n      pipeline: emptyCell(),\n      bestCase: emptyCell(),\n      commit: emptyCell(),\n      closed: emptyCell(),\n    },\n    omitted: emptyCell(),\n    total: emptyCell(),\n  }\n  for (const deal of openDeals) {\n    if (deal.status !== 'open') continue\n    const pipeline = pipelines.find((entry) => entry.$id === deal.pipelineId)\n    const stage = dealStageById(pipeline, deal.stageId)\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    const weighted = weightedDealAmountCents(deal, stage)\n    const category = dealForecastCategory(deal, stage)\n    if (category === 'omitted') {\n      addToCell(forecast.omitted, amount, weighted)\n      continue\n    }\n    addToCell(forecast.rows[category], amount, weighted)\n    addToCell(forecast.total, amount, weighted)\n  }\n  for (const deal of wonDeals) {\n    if (deal.status !== 'won') continue\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    addToCell(forecast.rows.closed, amount, amount)\n    addToCell(forecast.total, amount, amount)\n  }\n  return forecast\n}\n\n/**\n * How many of a list share each key, most common first.\n *\n * Ties break on the key so two renders of the same data draw the same order.\n * An item with no key is not \"a key called empty\": a contact whose facet\n * names no source is left out of a by-source chart rather than drawn as a\n * bar labeled with nothing.\n */\nexport function tally<T>(\n  items: readonly T[],\n  keyOf: (item: T) => string | null | undefined,\n): Array<{ key: string; count: number }> {\n  const counts = new Map<string, number>()\n  for (const item of items) {\n    const key = keyOf(item)\n    if (!key) continue\n    counts.set(key, (counts.get(key) ?? 0) + 1)\n  }\n  return [...counts.entries()]\n    .map(([key, count]) => ({ key, count }))\n    .sort((a, b) => b.count - a.count || a.key.localeCompare(b.key))\n}\n\n/**\n * Percentage change against the previous period, to one decimal, or `null`\n * when the previous period had nothing.\n *\n * `null` rather than a number because every number is wrong: \"+100%\" reads\n * as growth, \"+0%\" reads as flat, and a first contact has no growth rate.\n * The tile that renders this draws nothing for `null`, which is the honest\n * rendering of \"there is no baseline\".\n */\nexport function deltaPercent(current: number, previous: number): number | null {\n  if (!(previous > 0)) return null\n  return Math.round(((current - previous) / previous) * 1000) / 10\n}\n\n/**\n * The currency a set of deals is in, and whether they are actually in more\n * than one.\n *\n * A pipeline total is a sum, and a sum of dollars and euros is a number\n * with no unit. The reports still show that number — a merchant with one\n * stray euro deal wants the pipeline figure, not a refusal — but they say\n * it is mixed. The most common currency names the total; `usd` is what a\n * deal with no currency means, per the model.\n */\nexport function currencyOfDeals(\n  deals: ReadonlyArray<Pick<CrmDeal, 'currency'>>,\n): { currency: string; mixed: boolean } {\n  const ranked = tally(deals, (deal) =>\n    String(deal.currency || 'usd').toLowerCase(),\n  )\n  return { currency: ranked[0]?.key ?? 'usd', mixed: ranked.length > 1 }\n}\n\n/**\n * The local calendar day a moment falls in, `[start, end)`.\n *\n * The same day `taskDueState` decides \"today\" on, so a count of tasks due\n * today and the list's \"today\" chip agree about the same task at 11 p.m.\n */\nexport function localDayBounds(nowMs: number): { start: number; end: number } {\n  const now = new Date(nowMs)\n  const start = new Date(now.getFullYear(), now.getMonth(), now.getDate())\n  const end = new Date(now.getFullYear(), now.getMonth(), now.getDate() + 1)\n  return { start: start.getTime(), end: end.getTime() }\n}\n\n/*==========================================\n * ACTIVITY BY TEAMMATE (AGL-2624)\n *=========================================*/\n\n/** One teammate's row of the activity leaderboard. */\nexport interface ActivityLeaderboardRow {\n  /**\n   * The account uid, or `''` for work no person did: an activity an\n   * automation logged, a task ticked off with nobody assigned. One row\n   * rather than a row per automation, because the leaderboard ranks the\n   * team, and \"nobody\" is the honest name for the rest.\n   */\n  uid: string\n  /**\n   * The name the newest of this uid's activities was signed with, or `null`\n   * when none carried one — a uid that only completed tasks, say. The\n   * activity's own `byName` because a scoped reader cannot resolve a\n   * colleague's uid any other way; see `CrmActivity.byName`.\n   */\n  name: string | null\n  /** Activities logged, by kind, every kind present even at zero. */\n  kinds: Record<CrmActivityKind, number>\n  /** Every activity logged, whatever its kind. */\n  activities: number\n  /** Tasks ticked off. */\n  tasksDone: number\n}\n\n/** An activity as stored — `kind` is whatever was written, not only what the model names. */\ntype LeaderboardActivity = Pick<CrmActivity, 'byUid' | 'atMs' | 'byName'> & {\n  kind: string\n}\ntype LeaderboardTask = Pick<CrmTask, 'assigneeUid' | 'completedByUid'>\n\n/**\n * Who did what: the activities and the completed tasks of a period,\n * grouped by the person who did them, busiest first.\n *\n * An activity is credited to whoever logged it. A task is credited to\n * whoever COMPLETED it when the route stamped that, and to its assignee\n * otherwise: the leaderboard measures work done, and a manager closing out\n * a departed teammate's list did that work. A kind the model does not\n * name counts as `other` rather than vanishing — the activity happened.\n *\n * Busiest means activities plus tasks; ties break on activities, then on\n * the uid, so two renders of one window draw one order.\n */\nexport function activityLeaderboard(\n  activities: readonly LeaderboardActivity[],\n  tasksDone: readonly LeaderboardTask[],\n): ActivityLeaderboardRow[] {\n  const rows = new Map<string, ActivityLeaderboardRow>()\n  /** When each row's name was signed, so a newer signature replaces an older one. */\n  const namedAtMs = new Map<string, number>()\n  const rowFor = (uid: string) => {\n    let row = rows.get(uid)\n    if (!row) {\n      row = {\n        uid,\n        name: null,\n        kinds: Object.fromEntries(\n          CRM_ACTIVITY_KINDS.map((kind) => [kind, 0]),\n        ) as Record<CrmActivityKind, number>,\n        activities: 0,\n        tasksDone: 0,\n      }\n      rows.set(uid, row)\n    }\n    return row\n  }\n  for (const activity of activities) {\n    const row = rowFor(String(activity.byUid ?? ''))\n    const kind = isCrmActivityKind(activity.kind) ? activity.kind : 'other'\n    row.kinds[kind] += 1\n    row.activities += 1\n    const name = String(activity.byName ?? '').trim()\n    const atMs = Number(activity.atMs)\n    if (\n      name &&\n      Number.isFinite(atMs) &&\n      atMs > (namedAtMs.get(row.uid) ?? Number.NEGATIVE_INFINITY)\n    ) {\n      row.name = name\n      namedAtMs.set(row.uid, atMs)\n    }\n  }\n  for (const task of tasksDone) {\n    rowFor(String(task.completedByUid || task.assigneeUid || '')).tasksDone += 1\n  }\n  return [...rows.values()].sort(\n    (a, b) =>\n      b.activities + b.tasksDone - (a.activities + a.tasksDone) ||\n      b.activities - a.activities ||\n      a.uid.localeCompare(b.uid),\n  )\n}\n\n/*==========================================\n * LEAD FUNNEL (AGL-2624)\n *=========================================*/\n\n/** The key a lead unqualified with no reason is tallied under. */\nexport const LEAD_NO_REASON_KEY = '$none'\nexport const LEAD_NO_REASON_LABEL = 'No reason given'\n\nexport interface LeadFunnelReason {\n  /** The reason, case-folded and whitespace-collapsed, or {@link LEAD_NO_REASON_KEY}. */\n  key: string\n  /** The reason as it was first written. */\n  label: string\n  count: number\n}\n\nexport interface LeadFunnel {\n  /** Every lead handed in. */\n  total: number\n  /** Leads at each status now, every status present. An absent status is `new`. */\n  byStatus: Record<CrmLeadStatus, number>\n  /** `new`, `nurturing` and `working` — the leads still needing somebody. */\n  open: number\n  /** Qualified over every lead, 0–1, or `null` when there were none. */\n  qualifiedRate: number | null\n  /** Unqualified over every lead, 0–1, or `null` when there were none. */\n  unqualifiedRate: number | null\n  /** Why leads were unqualified, most common first. */\n  reasons: LeadFunnelReason[]\n}\n\n/**\n * Where a set of leads stands, and why the ones that were closed without\n * converting were closed.\n *\n * A status breakdown rather than a cumulative funnel, because a lead's\n * history is not on the document — only where it is now — and a lead can\n * be qualified straight from `new` without ever having been `working`. A\n * step that claimed \"reached working\" would be inventing a past. The two\n * rates are over EVERY lead handed in, so a period in which half the leads\n * are still untouched reads as half unconverted, which is what it is.\n *\n * Reasons are free text — the unqualify dialog requires one but does not\n * offer a list — so `Too small` and `too  small` are one reason and the\n * label is whichever spelling came first. An unqualified lead written past\n * the dialog with no reason is counted under its own key rather than\n * dropped: the lead was closed, and \"no reason given\" is the count a\n * manager wants to see.\n */\nexport function leadFunnel(\n  leads: ReadonlyArray<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>>,\n): LeadFunnel {\n  const byStatus = Object.fromEntries(\n    CRM_LEAD_STATUSES.map((status) => [status, 0]),\n  ) as Record<CrmLeadStatus, number>\n  const reasons = new Map<string, LeadFunnelReason>()\n  for (const lead of leads) {\n    const status = crmLeadStatus(lead)\n    byStatus[status] += 1\n    if (status !== 'unqualified') continue\n    const label = String(lead.unqualifiedReason ?? '').replace(/\\s+/g, ' ').trim()\n    const key = label ? label.toLowerCase() : LEAD_NO_REASON_KEY\n    const row = reasons.get(key) ?? {\n      key,\n      label: label || LEAD_NO_REASON_LABEL,\n      count: 0,\n    }\n    row.count += 1\n    reasons.set(key, row)\n  }\n  const total = leads.length\n  return {\n    total,\n    byStatus,\n    open: byStatus.new + byStatus.nurturing + byStatus.working,\n    qualifiedRate: total > 0 ? byStatus.qualified / total : null,\n    unqualifiedRate: total > 0 ? byStatus.unqualified / total : null,\n    reasons: [...reasons.values()].sort(\n      (a, b) => b.count - a.count || a.label.localeCompare(b.label),\n    ),\n  }\n}\n\n/*==========================================\n * CONVERSION BY SOURCE (AGL-2624)\n *=========================================*/\n\n/**\n * The stages that mean a person has bought, or better.\n *\n * `customer` and `evangelist` only. `other` sits after `customer` in the\n * stage list so that no capture can overwrite it, but it names a step the\n * business chose and the report cannot know whether that step is past a\n * purchase; counting it would credit a source with a sale nobody recorded.\n */\nconst CUSTOMER_STAGES: ReadonlySet<ContactLifecycleStage> = new Set([\n  'customer',\n  'evangelist',\n])\n\ntype ConversionFacet = Pick<ContactFacet, 'sources' | 'lifecycleStage' | 'ordersCount'>\n\n/**\n * Whether this holder's view of a person says they have bought: a stage\n * at `customer` or past it, or an order on the books whatever the stage\n * says — an order path that never advanced the stage still sold something.\n */\nexport function contactIsCustomer(\n  facet: Pick<ContactFacet, 'lifecycleStage' | 'ordersCount'>,\n): boolean {\n  if (facet.lifecycleStage && CUSTOMER_STAGES.has(facet.lifecycleStage)) return true\n  const orders = Number(facet.ordersCount ?? 0)\n  return Number.isFinite(orders) && orders > 0\n}\n\nexport interface SourceConversionRow {\n  source: ContactSource\n  /** People this holder captured through the source. */\n  captured: number\n  /** Of those, the ones who are customers now. */\n  customers: number\n  /** `customers / captured`, 0–1. */\n  rate: number\n}\n\nexport interface SourceConversion {\n  /** One row per source anybody came through, most captured first. */\n  rows: SourceConversionRow[]\n  /** People with no source under this holder — no door to credit. */\n  unsourced: number\n  /** Every counted person who is a customer, once each. */\n  customers: number\n  /** Every person handed in. */\n  total: number\n}\n\n/**\n * Which capture surfaces turn into customers.\n *\n * Read through one holder's facet, like every by-source figure: a source\n * is which of THIS business's doors the person came through. A person\n * captured two ways counts under both — the question is \"how well does\n * each door convert\", and a person who came through two is evidence for\n * both — so the rows can add to more than `total`, and `customers` counts\n * each person once for the tile above the table. Rows rank by captured,\n * not by rate, because a door with one visitor who bought is not the best\n * door.\n */\nexport function conversionBySource(\n  facets: readonly ConversionFacet[],\n): SourceConversion {\n  const rows = new Map<ContactSource, SourceConversionRow>()\n  let unsourced = 0\n  let customers = 0\n  for (const facet of facets) {\n    const isCustomer = contactIsCustomer(facet)\n    if (isCustomer) customers += 1\n    const sources = (Object.keys(facet.sources ?? {}) as ContactSource[]).filter(\n      (source) => facet.sources?.[source],\n    )\n    if (!sources.length) {\n      unsourced += 1\n      continue\n    }\n    for (const source of sources) {\n      const row = rows.get(source) ?? { source, captured: 0, customers: 0, rate: 0 }\n      row.captured += 1\n      if (isCustomer) row.customers += 1\n      rows.set(source, row)\n    }\n  }\n  return {\n    rows: [...rows.values()]\n      .map((row) => ({ ...row, rate: row.customers / row.captured }))\n      .sort(\n        (a, b) =>\n          b.captured - a.captured ||\n          b.customers - a.customers ||\n          a.source.localeCompare(b.source),\n      ),\n    unsourced,\n    customers,\n    total: facets.length,\n  }\n}\n\n/*==========================================\n * WON AND LOST, BY OWNER (AGL-2662)\n *=========================================*/\n\n/** A closed deal as the by-owner tally reads it. */\ntype OwnerOutcomeDeal = Pick<CrmDeal, 'ownerUid' | 'amountCents'>\n\n/** The key an unowned deal is tallied under — see {@link OwnerOutcomeRow.uid}. */\nexport const OWNER_UNASSIGNED_KEY = ''\n\nexport interface OwnerOutcomeRow {\n  /**\n   * The owner's account uid, or `''` for a deal nobody owns.\n   *\n   * One row for the unowned rather than none: a pipeline where a third of\n   * what closed had no owner is a fact about the team, and dropping those\n   * deals would make the rows add to less than the period's totals without\n   * saying why.\n   */\n  uid: string\n  won: number\n  lost: number\n  /** Value of what this owner won, in the deals' own minor units. */\n  wonAmountCents: number\n  /** Value of what they lost — the size of the miss, not a negative. */\n  lostAmountCents: number\n  /** Everything that closed for this owner, won or lost. */\n  closed: number\n  /**\n   * Won over closed, 0–1, or `null` when nothing of theirs closed.\n   *\n   * Null rather than zero because the two read differently: an owner who\n   * closed nothing has no rate, and rendering that as 0% would rank a\n   * person who was not in the period below one who lost every deal.\n   */\n  winRate: number | null\n}\n\n/**\n * Who closed what, in the period's window.\n *\n * The by-owner reading of the same two sets the Won and lost card already\n * holds — everything that closed won, and everything that closed lost — so\n * this adds no read. Credited to `ownerUid`, the field the board and the\n * bulk bar both write, and never to the creator: a deal reassigned mid-cycle\n * belongs to whoever carried it at the close, which is what \"by owner\"\n * is asked to mean when a manager reads it.\n *\n * Ranked by how much CLOSED rather than by win rate, for the reason\n * `conversionBySource` ranks by captured: an owner who closed one deal and\n * won it is not the best closer on the team. Ties break on wins, then on\n * the uid, so two renders of one window draw one order.\n */\nexport function wonLostByOwner(\n  won: readonly OwnerOutcomeDeal[],\n  lost: readonly OwnerOutcomeDeal[],\n): OwnerOutcomeRow[] {\n  const rows = new Map<string, OwnerOutcomeRow>()\n  const rowFor = (uid: string) => {\n    let row = rows.get(uid)\n    if (!row) {\n      row = {\n        uid,\n        won: 0,\n        lost: 0,\n        wonAmountCents: 0,\n        lostAmountCents: 0,\n        closed: 0,\n        winRate: null,\n      }\n      rows.set(uid, row)\n    }\n    return row\n  }\n  /** A missing or negative amount counts as nothing, never as a debit. */\n  const cents = (deal: OwnerOutcomeDeal) =>\n    Math.max(0, Number(deal.amountCents ?? 0) || 0)\n  for (const deal of won) {\n    const row = rowFor(String(deal.ownerUid ?? OWNER_UNASSIGNED_KEY))\n    row.won += 1\n    row.closed += 1\n    row.wonAmountCents += cents(deal)\n  }\n  for (const deal of lost) {\n    const row = rowFor(String(deal.ownerUid ?? OWNER_UNASSIGNED_KEY))\n    row.lost += 1\n    row.closed += 1\n    row.lostAmountCents += cents(deal)\n  }\n  return [...rows.values()]\n    .map((row) => ({\n      ...row,\n      winRate: row.closed ? row.won / row.closed : null,\n    }))\n    .sort(\n      (a, b) => b.closed - a.closed || b.won - a.won || a.uid.localeCompare(b.uid),\n    )\n}\n\n/*==========================================\n * LEADS BY LEAD SOURCE (AGL-3511)\n *=========================================*/\n\n/** A lead as the lead source tally reads it. */\ntype LeadSourceLead = Pick<CrmLeadFields, 'status' | 'leadSource'>\n\n/** The key a lead with no lead source is tallied under. */\nexport const LEAD_SOURCE_NONE_KEY = ''\n\nexport interface LeadSourceRow {\n  /** The label as the org's list spells it, as the lead holds it when unlisted, `''` for none. */\n  label: string\n  /** The value's group in the org's list; `null` for none, an ungrouped value or an unlisted one. */\n  direction: LeadSourceDirection | null\n  /** Whether the org's list holds the value at all. */\n  listed: boolean\n  leads: number\n  /** Of those, the ones qualified — converted to a contact. */\n  qualified: number\n  /** `qualified / leads`, 0–1. */\n  rate: number\n}\n\nexport interface LeadSourceDirectionRow {\n  /** `null` is Unspecified: no lead source, or one in no group. */\n  direction: LeadSourceDirection | null\n  leads: number\n  qualified: number\n  rate: number\n}\n\nexport interface LeadSourceBreakdown {\n  /** One row per value any lead holds, in the order the org keeps its list; unlisted after, none last. */\n  rows: LeadSourceRow[]\n  /** Inbound, Outbound and Unspecified, each present even at zero. */\n  directions: LeadSourceDirectionRow[]\n  total: number\n  qualified: number\n}\n\n/**\n * The period's leads by their lead source, and by the direction each\n * source's group gives it.\n *\n * Grouped through the org's EFFECTIVE list as it stands now: two spellings\n * of one value are one row, a value is listed under the group it is in\n * today, and a label the list no longer holds stays a row of its own rather\n * than being folded into another. Qualified is the conversion the Lead\n * funnel counts — a lead the conversion closed as a contact.\n */\nexport function leadsByLeadSource(\n  leads: readonly LeadSourceLead[],\n  picklist: CrmPicklist,\n): LeadSourceBreakdown {\n  const rows = new Map<string, LeadSourceRow>()\n  const directions = new Map<LeadSourceDirection | null, LeadSourceDirectionRow>(\n    (['inbound', 'outbound', null] as const).map((direction) => [\n      direction,\n      { direction, leads: 0, qualified: 0, rate: 0 },\n    ]),\n  )\n  let qualified = 0\n  for (const lead of leads) {\n    const isQualified = crmLeadStatus(lead) === 'qualified'\n    if (isQualified) qualified += 1\n    const held = String(lead.leadSource ?? '').replace(/\\s+/g, ' ').trim()\n    const value = held ? crmPicklistValueByLabel(picklist, held) : null\n    const label = value?.label ?? held\n    const key = label.toLowerCase()\n    const direction = held ? leadSourceDirectionOf(picklist, held) : null\n    const row = rows.get(key) ?? {\n      label,\n      direction,\n      listed: Boolean(value),\n      leads: 0,\n      qualified: 0,\n      rate: 0,\n    }\n    row.leads += 1\n    if (isQualified) row.qualified += 1\n    rows.set(key, row)\n    const tally = directions.get(direction) as LeadSourceDirectionRow\n    tally.leads += 1\n    if (isQualified) tally.qualified += 1\n  }\n  const rate = <T extends { leads: number; qualified: number }>(row: T): T => ({\n    ...row,\n    rate: row.leads > 0 ? row.qualified / row.leads : 0,\n  })\n  const rank = (row: LeadSourceRow) =>\n    row.label === LEAD_SOURCE_NONE_KEY ? Number.MAX_SAFE_INTEGER : crmPicklistRank(picklist, row.label)\n  return {\n    rows: [...rows.values()]\n      .map(rate)\n      .sort((a, b) => rank(a) - rank(b) || a.label.localeCompare(b.label)),\n    directions: [...directions.values()].map(rate),\n    total: leads.length,\n    qualified,\n  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package/src/lib/model/crm-sharing.d.ts

@@ -57,6 +57,7 @@
  * the CRM's routes check it; a read-only grant is the default.
  */
 import type { ScopeToken } from '@aglyn/aglyn';
+import type { CrmPicklist } from '@aglyn/aglyn/app-utils/crm';
 /** The four record types a share or a rule applies to, by their collection. */
 export declare const CRM_SHARING_OBJECTS: readonly ["leads", "contacts", "companies", "deals"];
 export type CrmSharingObject = (typeof CRM_SHARING_OBJECTS)[number];
@@ -158,6 +159,13 @@ export declare const CRM_SHARING_CRITERION_MAX = 20;
 export interface CrmSharingCriteria {
     /** A lead's or a contact's lead source, by label. */
     leadSources?: string[];
+    /**
+     * A lead's or a contact's lead source DIRECTION — `inbound` or `outbound`,
+     * the Lead source picklist's groups (AGL-3511). Expanded through the org's
+     * list when the rule is evaluated, so a value moved between groups moves
+     * the records that hold it.
+     */
+    leadSourceGroups?: string[];
     /** Any of these tags (lead, contact, company). */
     tags?: string[];
     /** Filed under any of these campaigns (lead, contact). */
@@ -167,7 +175,7 @@ export interface CrmSharingCriteria {
     /** Owned by any of these members. */
     ownerUids?: string[];
 }
-export declare const CRM_SHARING_CRITERIA_KEYS: readonly ["leadSources", "tags", "campaignIds", "stages", "ownerUids"];
+export declare const CRM_SHARING_CRITERIA_KEYS: readonly ["leadSources", "leadSourceGroups", "tags", "campaignIds", "stages", "ownerUids"];
 /** Which criteria an object's records can answer. */
 export declare const CRM_SHARING_CRITERIA_FOR: Readonly<Record<CrmSharingObject, readonly (keyof CrmSharingCriteria)[]>>;
 /** Where a rule's recompute stands. */
@@ -232,8 +240,18 @@ export interface CrmSharingFacts {
  * any holder tagged.
  */
 export declare function crmSharingFacts(object: CrmSharingObject, record: Readonly<Record<string, unknown>>): CrmSharingFacts;
+/**
+ * What a rule is evaluated against beyond the record: the org's Lead source
+ * list, which a direction criterion is expanded through (AGL-3511). Absent,
+ * the standard values alone answer.
+ */
+export interface CrmSharingContext {
+    leadSources?: CrmPicklist;
+}
+/** Whether any active rule for `object` asks a lead source direction — whether the list must be read. */
+export declare function sharingRulesAskLeadSourceDirection(rules: readonly CrmSharingRule[], object: CrmSharingObject): boolean;
 /** Whether a rule shares this record. */
-export declare function crmSharingRuleMatches(rule: CrmSharingRule, object: CrmSharingObject, record: Readonly<Record<string, unknown>>): boolean;
+export declare function crmSharingRuleMatches(rule: CrmSharingRule, object: CrmSharingObject, record: Readonly<Record<string, unknown>>, context?: CrmSharingContext): boolean;
 /**
  * The grants a record should carry: its hand shares as they are, and one
  * grant per active rule that matches it now. A rule grant already present
@@ -243,7 +261,7 @@ export declare function crmSharingRuleMatches(rule: CrmSharingRule, object: CrmS
  * passes every active rule of the org, so a rule absent from them has been
  * switched off or deleted.
  */
-export declare function evaluateRecordGrants(object: CrmSharingObject, record: Readonly<Record<string, unknown>>, rules: readonly CrmSharingRule[], atMs: number): Record<string, CrmShareGrant>;
+export declare function evaluateRecordGrants(object: CrmSharingObject, record: Readonly<Record<string, unknown>>, rules: readonly CrmSharingRule[], atMs: number, context?: CrmSharingContext): Record<string, CrmShareGrant>;
 /** The hand shares after sharing with `targets`, by `by`. */
 export declare function withManualShares(grants: Readonly<Record<string, CrmShareGrant>>, targets: readonly ScopeToken[], access: CrmShareAccess, by: {
     uid: string;

package/src/lib/model/crm-sharing.js

@@ -56,6 +56,7 @@
  * the CRM's routes check it; a read-only grant is the default.
  */ import { _ as _extends } from "@swc/helpers/_/_extends";
 import { heldScopeTokens, hostIdsFromScope, hostScopeToken, isScopeToken, MAX_SCOPE_HOSTS, ORG_SCOPE_TOKEN, parseScopeToken, SCOPE_GRANTS_FIELD } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { isLeadSourceDirection, LEAD_SOURCE_DIRECTION_LABELS, leadSourceDirectionOf, STANDARD_LEAD_SOURCES } from "./lead-source-direction.js";
 /*==========================================
  * WHAT IS SHARED.
  *=========================================*/ /** The four record types a share or a rule applies to, by their collection. */ export const CRM_SHARING_OBJECTS = [
@@ -244,6 +245,7 @@ const sameGrant = (a, b)=>{
 /** At most this many values per criterion. */ export const CRM_SHARING_CRITERION_MAX = 20;
 export const CRM_SHARING_CRITERIA_KEYS = [
     'leadSources',
+    'leadSourceGroups',
     'tags',
     'campaignIds',
     'stages',
@@ -252,6 +254,7 @@ export const CRM_SHARING_CRITERIA_KEYS = [
 /** Which criteria an object's records can answer. */ export const CRM_SHARING_CRITERIA_FOR = {
     leads: [
         'leadSources',
+        'leadSourceGroups',
         'tags',
         'campaignIds',
         'stages',
@@ -259,6 +262,7 @@ export const CRM_SHARING_CRITERIA_KEYS = [
     ],
     contacts: [
         'leadSources',
+        'leadSourceGroups',
         'tags',
         'campaignIds',
         'stages',
@@ -296,7 +300,9 @@ function stringList(raw, max = CRM_SHARING_CRITERION_MAX) {
     const rawCriteria = (_value_criteria = value['criteria']) != null ? _value_criteria : {};
     const criteria = {};
     for (const key of CRM_SHARING_CRITERIA_FOR[value['object']]){
-        const list = stringList(rawCriteria[key]);
+        let list = stringList(rawCriteria[key]);
+        // A direction is one of the picklist's groups, never free text.
+        if (key === 'leadSourceGroups') list = list.filter(isLeadSourceDirection);
         if (list.length) criteria[key] = key === 'tags' ? list.map((tag)=>tag.toLowerCase()) : list;
     }
     const run = value['run'];
@@ -412,14 +418,25 @@ const anyOf = (wanted, have, fold = false)=>{
     const set = new Set(fold ? have.map((value)=>value.toLowerCase()) : have);
     return wanted.some((value)=>set.has(fold ? value.toLowerCase() : value));
 };
-/** Whether a rule shares this record. */ export function crmSharingRuleMatches(rule, object, record) {
+/** Whether any active rule for `object` asks a lead source direction — whether the list must be read. */ export function sharingRulesAskLeadSourceDirection(rules, object) {
+    return activeSharingRules(rules, object).some((rule)=>{
+        var _rule_criteria_leadSourceGroups;
+        return Boolean((_rule_criteria_leadSourceGroups = rule.criteria.leadSourceGroups) == null ? void 0 : _rule_criteria_leadSourceGroups.length);
+    });
+}
+/** Whether a rule shares this record. */ export function crmSharingRuleMatches(rule, object, record, context = {}) {
+    var _criteria_leadSourceGroups;
     if (!rule.enabled || rule.deleting || rule.object !== object) return false;
     const facts = crmSharingFacts(object, record);
     if (rule.sourceHostIds.length && !facts.hostIds.some((id)=>rule.sourceHostIds.includes(id))) {
         return false;
     }
     const { criteria } = rule;
-    return anyOf(criteria.leadSources, facts.leadSources, true) && anyOf(criteria.tags, facts.tags, true) && anyOf(criteria.campaignIds, facts.campaignIds) && anyOf(criteria.stages, facts.stages) && anyOf(criteria.ownerUids, facts.ownerUids);
+    const directions = ((_criteria_leadSourceGroups = criteria.leadSourceGroups) == null ? void 0 : _criteria_leadSourceGroups.length) ? facts.leadSources.map((label)=>{
+        var _context_leadSources;
+        return leadSourceDirectionOf((_context_leadSources = context.leadSources) != null ? _context_leadSources : STANDARD_LEAD_SOURCES, label);
+    }).filter((direction)=>direction !== null) : [];
+    return anyOf(criteria.leadSources, facts.leadSources, true) && anyOf(criteria.leadSourceGroups, directions) && anyOf(criteria.tags, facts.tags, true) && anyOf(criteria.campaignIds, facts.campaignIds) && anyOf(criteria.stages, facts.stages) && anyOf(criteria.ownerUids, facts.ownerUids);
 }
 /**
  * The grants a record should carry: its hand shares as they are, and one
@@ -429,14 +446,14 @@ const anyOf = (wanted, have, fold = false)=>{
  * A rule grant whose rule is not among `rules` is dropped — the caller
  * passes every active rule of the org, so a rule absent from them has been
  * switched off or deleted.
- */ export function evaluateRecordGrants(object, record, rules, atMs) {
+ */ export function evaluateRecordGrants(object, record, rules, atMs, context = {}) {
     const current = readRecordGrants(record);
     const next = {};
     for (const [key, grant] of Object.entries(current)){
         if (grant.source === 'manual') next[key] = grant;
     }
     for (const rule of activeSharingRules(rules, object)){
-        if (!crmSharingRuleMatches(rule, object, record)) continue;
+        if (!crmSharingRuleMatches(rule, object, record, context)) continue;
         const key = ruleGrantKey(rule.id);
         const before = current[key];
         next[key] = {
@@ -567,7 +584,7 @@ const anyOf = (wanted, have, fold = false)=>{
     return `${ids.length} sites`;
 }
 /** A rule as one sentence of its "which records" half. */ export function describeSharingRuleScope(rule, siteName, labels = {}) {
-    var _criteria_leadSources, _criteria_tags, _criteria_campaignIds, _criteria_stages, _criteria_ownerUids;
+    var _criteria_leadSources, _criteria_leadSourceGroups, _criteria_tags, _criteria_campaignIds, _criteria_stages, _criteria_ownerUids;
     const parts = [
         CRM_SHARING_OBJECT_LABELS[rule.object].many
     ];
@@ -576,6 +593,10 @@ const anyOf = (wanted, have, fold = false)=>{
     }
     const { criteria } = rule;
     if ((_criteria_leadSources = criteria.leadSources) == null ? void 0 : _criteria_leadSources.length) parts.push(`from ${criteria.leadSources.join(' or ')}`);
+    if ((_criteria_leadSourceGroups = criteria.leadSourceGroups) == null ? void 0 : _criteria_leadSourceGroups.length) {
+        const directions = criteria.leadSourceGroups.map((group)=>isLeadSourceDirection(group) ? LEAD_SOURCE_DIRECTION_LABELS[group] : group);
+        parts.push(`${directions.join(' or ')} by lead source`);
+    }
     if ((_criteria_tags = criteria.tags) == null ? void 0 : _criteria_tags.length) parts.push(`tagged ${criteria.tags.join(' or ')}`);
     if ((_criteria_campaignIds = criteria.campaignIds) == null ? void 0 : _criteria_campaignIds.length) {
         parts.push(`in ${criteria.campaignIds.length === 1 ? 'a campaign' : `${criteria.campaignIds.length} campaigns`}`);