@aglyn/plugins-crm 1.0.0-beta.230 → 1.0.0-beta.232

package/src/lib/components/reports/closed-deals-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/closed-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  measuredRate,\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport {\n  count,\n  getAggregateFromServer,\n  getCountFromServer,\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 { ReportBarChart } from './report-bar-chart'\nimport { weekLabel } 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 { bucketByWeek, currencyOfDeals } from '../../model/crm-reports'\n\n/**\n * How many closed deals of each outcome the weekly chart reads.\n *\n * The tiles are server aggregates and never meet this bound; the chart\n * needs each deal's `closedAtMs` to place it in a week, so it reads them,\n * most recent first, and says when the period held more.\n */\nconst CLOSED_DEAL_CEILING = 500\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\n\nexport interface ClosedDealsCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Deals won and lost in the period, and the win rate over what closed\n * (AGL-2604).\n *\n * Won and lost are TWO queries rather than one over `status in [won,\n * lost]`: each is an equality the `(visibleTo, status, closedAtMs)` index\n * serves directly, and a card that drew one series from a merged read\n * would have to split it again by hand. The range is on `closedAtMs`, the\n * moment the deal was closed — not `updatedAt`, which a note added last\n * week would move.\n */\nexport function ClosedDealsCard(props: ClosedDealsCardProps) {\n  const { report } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const closedInPeriod = (status: Aglyn.CrmDealStatus) =>\n    query(\n      scopedCollection(firestore, scope, 'deals'),\n      ...visibleToClause(tokens),\n      where('status', '==', status),\n      where('closedAtMs', '>=', range.from),\n      where('closedAtMs', '<', range.to),\n    )\n\n  const closed = useAggregateRead(\n    () =>\n      Promise.all([\n        getAggregateFromServer(closedInPeriod('won'), {\n          count: count(),\n          amountCents: sum('amountCents'),\n        }).then((snapshot) => ({\n          count: Number(snapshot.data().count ?? 0),\n          amountCents: Number(snapshot.data().amountCents ?? 0),\n        })),\n        getCountFromServer(closedInPeriod('lost')).then(\n          (snapshot) => snapshot.data().count,\n        ),\n      ]).then(([won, lost]) => ({ won, lost })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:totals') },\n  )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        closedInPeriod('won'),\n        orderBy('closedAtMs', 'desc'),\n        limit(CLOSED_DEAL_CEILING + 1),\n      ),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n  const lostWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        closedInPeriod('lost'),\n        orderBy('closedAtMs', 'desc'),\n        limit(CLOSED_DEAL_CEILING + 1),\n      ),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:lost') },\n  )\n  const wonStatus = wonWindow.status\n  const lostStatus = lostWindow.status\n\n  const chart = useMemo(() => {\n    const wonWeeks = bucketByWeek(\n      wonWindow.rows,\n      (deal) => deal.closedAtMs,\n      range.from,\n      range.to,\n    )\n    const lostWeeks = bucketByWeek(\n      lostWindow.rows,\n      (deal) => deal.closedAtMs,\n      range.from,\n      range.to,\n    )\n    return {\n      labels: wonWeeks.map((week) => weekLabel(week.start)),\n      won: wonWeeks.map((week) => week.items.length),\n      wonCents: wonWeeks.map((week) =>\n        week.items.reduce(\n          (total, deal) => total + Math.max(0, Number(deal.amountCents ?? 0)),\n          0,\n        ),\n      ),\n      lost: lostWeeks.map((week) => week.items.length),\n      currency: currencyOfDeals(wonWindow.rows).currency,\n    }\n  }, [wonWindow, lostWindow, range])\n\n  const figures = closed.value\n  const winRate = figures\n    ? measuredRate(figures.won.count, figures.won.count + figures.lost, 'closed')\n    : null\n  const chartRead = wonStatus === 'success' && lostStatus === 'success'\n\n  return (\n    <CardDisplay\n      header={'Won and lost'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#won-and-lost',\n        excerpt:\n          'Deals closed in the period, by outcome and by week, with the ' +\n          'value of what was won and the win rate over everything that ' +\n          'closed. Placed by the moment each deal was closed.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Won'}\n            value={figures ? figures.won.count.toLocaleString() : null}\n            note={\n              figures\n                ? `${money(figures.won.amountCents, chart.currency)} closed won`\n                : undefined\n            }\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Lost'}\n            value={figures ? figures.lost.toLocaleString() : null}\n            note={'in the period'}\n            riseIsGood={false}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Win rate'}\n            value={winRate ? percent(winRate.value) : null}\n            note={\n              winRate\n                ? `${winRate.numerator.toLocaleString()} of ${winRate.denominator.toLocaleString()} ${winRate.denominatorLabel}`\n                : figures\n                  ? 'nothing closed in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {closed.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The closed-deal totals could not be read.'}\n          </Alert>\n        ) : null}\n        <Section title={'Won vs lost per week'}>\n          <ReportBarChart\n            labels={chart.labels}\n            series={[\n              { name: 'Won', color: 'success.main', values: chart.won },\n              { name: 'Lost', color: 'error.main', values: chart.lost },\n            ]}\n            format={(value, seriesIndex, barIndex) =>\n              seriesIndex === 0\n                ? `Won: ${value.toLocaleString()} · ${money(chart.wonCents[barIndex] ?? 0, chart.currency)}`\n                : `Lost: ${value.toLocaleString()}`\n            }\n            emptyText={chartRead ? 'Nothing closed in this period.' : 'Reading…'}\n          />\n          {wonWindow.truncated || lostWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`The chart places the ${CLOSED_DEAL_CEILING} most recently closed of each outcome; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nClosedDealsCard.displayName = 'ClosedDealsCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/closed-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  measuredRate,\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport {\n  count,\n  getAggregateFromServer,\n  getCountFromServer,\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 { ReportBarChart } from './report-bar-chart'\nimport { weekLabel } 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 { bucketByWeek, currencyOfDeals } from '../../model/crm-reports'\n\n/**\n * How many closed deals of each outcome the weekly chart reads.\n *\n * The tiles are server aggregates and never meet this bound; the chart\n * needs each deal's `closedAtMs` to place it in a week, so it reads them,\n * most recent first, and says when the period held more.\n */\nconst CLOSED_DEAL_CEILING = 500\n\ntype DealRow = Aglyn.CrmDeal & { $id: string }\n\nexport interface ClosedDealsCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Deals won and lost in the period, and the win rate over what closed\n * (AGL-2604).\n *\n * Won and lost are TWO queries rather than one over `status in [won,\n * lost]`: each is an equality the `(visibleTo, status, closedAtMs)` index\n * serves directly, and a card that drew one series from a merged read\n * would have to split it again by hand. The range is on `closedAtMs`, the\n * moment the deal was closed — not `updatedAt`, which a note added last\n * week would move.\n */\nexport function ClosedDealsCard(props: ClosedDealsCardProps) {\n  const { report } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const closedInPeriod = (status: Aglyn.CrmDealStatus) =>\n    query(\n      scopedCollection(firestore, scope, 'deals'),\n      ...visibleToClause(tokens),\n      where('status', '==', status),\n      where('closedAtMs', '>=', range.from),\n      where('closedAtMs', '<', range.to),\n    )\n\n  const closed = useAggregateRead(\n    () =>\n      Promise.all([\n        getAggregateFromServer(closedInPeriod('won'), {\n          count: count(),\n          amountCents: sum('amountCents'),\n        }).then((snapshot) => ({\n          count: Number(snapshot.data().count ?? 0),\n          amountCents: Number(snapshot.data().amountCents ?? 0),\n        })),\n        getCountFromServer(closedInPeriod('lost')).then(\n          (snapshot) => snapshot.data().count,\n        ),\n      ]).then(([won, lost]) => ({ won, lost })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:totals') },\n  )\n\n  const wonWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        closedInPeriod('won'),\n        orderBy('closedAtMs', 'desc'),\n        limit(CLOSED_DEAL_CEILING + 1),\n      ),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:won') },\n  )\n  const lostWindow = useWindowRead<DealRow>(\n    () =>\n      query(\n        closedInPeriod('lost'),\n        orderBy('closedAtMs', 'desc'),\n        limit(CLOSED_DEAL_CEILING + 1),\n      ),\n    CLOSED_DEAL_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'closed:lost') },\n  )\n  const wonStatus = wonWindow.status\n  const lostStatus = lostWindow.status\n\n  const chart = useMemo(() => {\n    const wonWeeks = bucketByWeek(\n      wonWindow.rows,\n      (deal) => deal.closedAtMs,\n      range.from,\n      range.to,\n    )\n    const lostWeeks = bucketByWeek(\n      lostWindow.rows,\n      (deal) => deal.closedAtMs,\n      range.from,\n      range.to,\n    )\n    return {\n      labels: wonWeeks.map((week) => weekLabel(week.start)),\n      won: wonWeeks.map((week) => week.items.length),\n      wonCents: wonWeeks.map((week) =>\n        week.items.reduce(\n          (total, deal) => total + Math.max(0, Number(deal.amountCents ?? 0)),\n          0,\n        ),\n      ),\n      lost: lostWeeks.map((week) => week.items.length),\n      currency: currencyOfDeals(wonWindow.rows).currency,\n    }\n  }, [wonWindow, lostWindow, range])\n\n  const figures = closed.value\n  const winRate = figures\n    ? measuredRate(figures.won.count, figures.won.count + figures.lost, 'closed')\n    : null\n  const chartRead = wonStatus === 'success' && lostStatus === 'success'\n\n  return (\n    <CardDisplay\n      header={'Won and lost'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#won-and-lost',\n        excerpt:\n          'Deals closed in the period, by outcome and by week, with the ' +\n          'value of what was won and the win rate over everything that ' +\n          'closed. Placed by the moment each deal was closed.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Won'}\n            value={figures ? figures.won.count.toLocaleString() : null}\n            note={\n              figures\n                ? `${money(figures.won.amountCents, chart.currency)} closed won`\n                : undefined\n            }\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Lost'}\n            value={figures ? figures.lost.toLocaleString() : null}\n            note={'in the period'}\n            riseIsGood={false}\n            href={routes.section('deals')}\n          />\n          <ReportStatTile\n            label={'Win rate'}\n            value={winRate ? percent(winRate.value) : null}\n            note={\n              winRate\n                ? `${winRate.numerator.toLocaleString()} of ${winRate.denominator.toLocaleString()} ${winRate.denominatorLabel}`\n                : figures\n                  ? 'nothing closed in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {closed.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The closed-deal totals could not be read.'}\n          </Alert>\n        ) : null}\n        <Section title={'Won vs lost per week'}>\n          <ReportBarChart\n            labels={chart.labels}\n            series={[\n              { name: 'Won', color: 'success.main', values: chart.won },\n              { name: 'Lost', color: 'error.main', values: chart.lost },\n            ]}\n            format={(value, seriesIndex, barIndex) =>\n              seriesIndex === 0\n                ? `Won: ${value.toLocaleString()} · ${money(chart.wonCents[barIndex] ?? 0, chart.currency)}`\n                : `Lost: ${value.toLocaleString()}`\n            }\n            emptyText={chartRead ? 'Nothing closed in this period.' : 'Reading…'}\n          />\n          {wonWindow.truncated || lostWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`The chart places the ${CLOSED_DEAL_CEILING} most recently closed of each outcome; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nClosedDealsCard.displayName = 'ClosedDealsCard'\n\nexport default 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package/src/lib/components/reports/contacts-trend-card.js

@@ -89,6 +89,7 @@ import { deltaPercent, weekBuckets } from "../../model/crm-reports.js";
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

package/src/lib/components/reports/contacts-trend-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-trend-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 { pluginDocsHelp } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { getCountFromServer, query, Timestamp, where } from 'firebase/firestore'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportBarChart } from './report-bar-chart'\nimport { weekLabel } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { type AggregateRead, useAggregateRead } from './use-aggregate-read'\nimport { deltaPercent, weekBuckets } from '../../model/crm-reports'\n\nexport interface ContactsTrendCardProps {\n  report: CrmReportScope\n  /** The section's one count of every contact this reader may see. */\n  totalContacts: AggregateRead<number>\n}\n\ninterface ContactsTrend {\n  /** New contacts in the period — the sum of the weeks. */\n  current: number\n  /** New contacts in the period before it. */\n  previous: number\n  weekly: Array<{ start: number; end: number; count: number }>\n}\n\n/**\n * New contacts over the period, against the period before, week by week\n * (AGL-2604).\n *\n * ## Every number here is a server count\n *\n * One `getCountFromServer` per week of the period and one for the previous\n * period — fourteen reads for ninety days, billed as index entries rather\n * than documents — and NO document is downloaded to be counted. The period\n * figure is the sum of its weeks rather than a fifteenth read, so the tile\n * and the bars cannot disagree. The contacts list's head-count learned the\n * same lesson (AGL-1706): a count taken from a capped listener saturates at\n * the cap, and the org this page is for is the one with more contacts than\n * any listener should carry.\n *\n * The range is on `createdAt`, the timestamp every contact writer stamps —\n * the server upsert with `serverTimestamp()`, the console's add-by-hand with\n * a `Date` — so \"new\" means first captured, not last touched.\n */\nexport function ContactsTrendCard(props: ContactsTrendCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const trend = useAggregateRead<ContactsTrend>(() => {\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const createdBetween = (from: number, to: number) =>\n      getCountFromServer(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(from)),\n          where('createdAt', '<', Timestamp.fromMillis(to)),\n        ),\n      ).then((snapshot) => snapshot.data().count)\n    const buckets = weekBuckets(range.from, range.to)\n    return Promise.all([\n      createdBetween(range.previousFrom, range.previousTo),\n      ...buckets.map((bucket) => createdBetween(bucket.start, bucket.end)),\n    ]).then(([previous, ...weekly]) => ({\n      previous,\n      current: weekly.reduce((sum, count) => sum + count, 0),\n      weekly: buckets.map((bucket, index) => ({\n        ...bucket,\n        count: weekly[index] ?? 0,\n      })),\n    }))\n  }, [firestore, scope, tokens, range], { cacheKey: reportCacheKey(report, 'contacts:trend') })\n\n  const figures = trend.value\n  return (\n    <CardDisplay\n      header={'Contacts'}\n      help={pluginDocsHelp('crmReports', {\n        anchor: '#contacts',\n        excerpt:\n          'New contacts in the period against the period before it, week ' +\n          'by week, and how many contacts this site can see in all. Counted ' +\n          'on the server by when each contact was first captured.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'New contacts'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={\n              figures\n                ? figures.previous\n                  ? `${figures.previous.toLocaleString()} in the previous period`\n                  : 'none in the previous period'\n                : undefined\n            }\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Total contacts'}\n            value={\n              totalContacts.value === null\n                ? null\n                : totalContacts.value.toLocaleString()\n            }\n            note={'visible to this site'}\n            href={routes.section('contacts')}\n          />\n        </Stack>\n        {trend.status === 'error' || totalContacts.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The contact counts could not be read. The rest of the page is unaffected.'}\n          </Alert>\n        ) : null}\n        <Section title={'New contacts per week'}>\n          <ReportBarChart\n            labels={(figures?.weekly ?? []).map((week) => weekLabel(week.start))}\n            series={[\n              {\n                name: 'New contacts',\n                color: 'primary.main',\n                values: (figures?.weekly ?? []).map((week) => week.count),\n              },\n            ]}\n            emptyText={\n              trend.status === 'loading' ? 'Counting…' : 'Nothing in this period.'\n            }\n          />\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Each bar is seven days from the start of the period; the last ' +\n              'may be shorter.'}\n          </Typography>\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsTrendCard.displayName = 'ContactsTrendCard'\n\nexport default ContactsTrendCard\n"],"names":["pluginDocsHelp","CardDisplay","Section","Alert","Stack","Typography","getCountFromServer","query","Timestamp","where","useFirestore","ReportBarChart","weekLabel","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","deltaPercent","weekBuckets","ContactsTrendCard","props","report","totalContacts","scope","tokens","range","routes","firestore","trend","contacts","createdBetween","from","to","fromMillis","then","snapshot","data","count","buckets","Promise","all","previousFrom","previousTo","map","bucket","start","end","previous","weekly","current","reduce","sum","index","cacheKey","figures","value","header","help","anchor","excerpt","contentGutterX","contentGutterY","spacing","direction","sx","flexWrap","label","toLocaleString","deltaPct","note","undefined","href","section","status","severity","title","labels","week","series","name","color","values","emptyText","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,kBAAkB,EAAEC,KAAK,EAAEC,SAAS,EAAEC,KAAK,QAAQ,qBAAoB;AAChF,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,SAAS,QAAQ,qBAAiB;AAC3C,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAA6BC,gBAAgB,QAAQ,0BAAsB;AAC3E,SAASC,YAAY,EAAEC,WAAW,QAAQ,6BAAyB;AAgBnE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,kBAAkBC,KAA6B;;IAC7D,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGL;IACzC,MAAMM,YAAYlB;IAElB,MAAMmB,QAAQZ,iBAAgC;QAC5C,MAAMa,WAAWhB,iBAAiBc,WAAWJ,OAAO;QACpD,MAAMO,iBAAiB,CAACC,MAAcC,KACpC3B,mBACEC,MACEuB,aACGf,gBAAgBU,SACnBhB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACF,QAC9CvB,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACD,OAE/CE,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QAC5C,MAAMC,UAAUpB,YAAYO,MAAMM,IAAI,EAAEN,MAAMO,EAAE;QAChD,OAAOO,QAAQC,GAAG,CAAC;YACjBV,eAAeL,MAAMgB,YAAY,EAAEhB,MAAMiB,UAAU;eAChDJ,QAAQK,GAAG,CAAC,CAACC,SAAWd,eAAec,OAAOC,KAAK,EAAED,OAAOE,GAAG;SACnE,EAAEZ,IAAI,CAAC,CAAC,CAACa,UAAU,GAAGC,OAAO,GAAM,CAAA;gBAClCD;gBACAE,SAASD,OAAOE,MAAM,CAAC,CAACC,KAAKd,QAAUc,MAAMd,OAAO;gBACpDW,QAAQV,QAAQK,GAAG,CAAC,CAACC,QAAQQ;wBAEpBJ;2BAF+B,aACnCJ;wBACHP,KAAK,GAAEW,gBAAAA,MAAM,CAACI,MAAM,YAAbJ,gBAAiB;;;YAE5B,CAAA;IACF,GAAG;QAACrB;QAAWJ;QAAOC;QAAQC;KAAM,EAAE;QAAE4B,UAAUzC,eAAeS,QAAQ;IAAkB;IAE3F,MAAMiC,UAAU1B,MAAM2B,KAAK;IAC3B,qBACE,KAACvD;QACCwD,QAAQ;QACRC,MAAM1D,eAAe,cAAc;YACjC2D,QAAQ;YACRC,SACE,mEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1D;YAAM2D,SAAS;;8BACd,MAAC3D;oBAAM4D,WAAU;oBAAMD,SAAS;oBAAGE,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAClD;4BACCmD,OAAO;4BACPX,OAAOD,UAAUA,QAAQL,OAAO,CAACkB,cAAc,KAAK;4BACpDC,UAAUd,UAAUrC,aAAaqC,QAAQL,OAAO,EAAEK,QAAQP,QAAQ,IAAI;4BACtEsB,MACEf,UACIA,QAAQP,QAAQ,GACd,GAAGO,QAAQP,QAAQ,CAACoB,cAAc,GAAG,uBAAuB,CAAC,GAC7D,gCACFG;4BAENC,MAAM7C,OAAO8C,OAAO,CAAC;;sCAEvB,KAACzD;4BACCmD,OAAO;4BACPX,OACEjC,cAAciC,KAAK,KAAK,OACpB,OACAjC,cAAciC,KAAK,CAACY,cAAc;4BAExCE,MAAM;4BACNE,MAAM7C,OAAO8C,OAAO,CAAC;;;;gBAGxB5C,MAAM6C,MAAM,KAAK,WAAWnD,cAAcmD,MAAM,KAAK,wBACpD,KAACvE;oBAAMwE,UAAS;8BACb;qBAED;8BACJ,MAACzE;oBAAQ0E,OAAO;;sCACd,KAACjE;4BACCkE,QAAQ,SAACtB,2BAAAA,QAASN,MAAM,mBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAASlE,UAAUkE,KAAKhC,KAAK;4BAClEiC,QAAQ;gCACN;oCACEC,MAAM;oCACNC,OAAO;oCACPC,QAAQ,UAAC3B,2BAAAA,QAASN,MAAM,oBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAASA,KAAKxC,KAAK;gCAC1D;6BACD;4BACD6C,WACEtD,MAAM6C,MAAM,KAAK,YAAY,cAAc;;sCAG/C,KAACrE;4BAAW+E,SAAQ;4BAAUH,OAAM;sCACjC,mEACC;;;;;;;AAMd;AACA7D,kBAAkBiE,WAAW,GAAG;AAEhC,eAAejE,kBAAiB"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-trend-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 { pluginDocsHelp } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { getCountFromServer, query, Timestamp, where } from 'firebase/firestore'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportBarChart } from './report-bar-chart'\nimport { weekLabel } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { type AggregateRead, useAggregateRead } from './use-aggregate-read'\nimport { deltaPercent, weekBuckets } from '../../model/crm-reports'\n\nexport interface ContactsTrendCardProps {\n  report: CrmReportScope\n  /** The section's one count of every contact this reader may see. */\n  totalContacts: AggregateRead<number>\n}\n\ninterface ContactsTrend {\n  /** New contacts in the period — the sum of the weeks. */\n  current: number\n  /** New contacts in the period before it. */\n  previous: number\n  weekly: Array<{ start: number; end: number; count: number }>\n}\n\n/**\n * New contacts over the period, against the period before, week by week\n * (AGL-2604).\n *\n * ## Every number here is a server count\n *\n * One `getCountFromServer` per week of the period and one for the previous\n * period — fourteen reads for ninety days, billed as index entries rather\n * than documents — and NO document is downloaded to be counted. The period\n * figure is the sum of its weeks rather than a fifteenth read, so the tile\n * and the bars cannot disagree. The contacts list's head-count learned the\n * same lesson (AGL-1706): a count taken from a capped listener saturates at\n * the cap, and the org this page is for is the one with more contacts than\n * any listener should carry.\n *\n * The range is on `createdAt`, the timestamp every contact writer stamps —\n * the server upsert with `serverTimestamp()`, the console's add-by-hand with\n * a `Date` — so \"new\" means first captured, not last touched.\n */\nexport function ContactsTrendCard(props: ContactsTrendCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const trend = useAggregateRead<ContactsTrend>(() => {\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const createdBetween = (from: number, to: number) =>\n      getCountFromServer(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(from)),\n          where('createdAt', '<', Timestamp.fromMillis(to)),\n        ),\n      ).then((snapshot) => snapshot.data().count)\n    const buckets = weekBuckets(range.from, range.to)\n    return Promise.all([\n      createdBetween(range.previousFrom, range.previousTo),\n      ...buckets.map((bucket) => createdBetween(bucket.start, bucket.end)),\n    ]).then(([previous, ...weekly]) => ({\n      previous,\n      current: weekly.reduce((sum, count) => sum + count, 0),\n      weekly: buckets.map((bucket, index) => ({\n        ...bucket,\n        count: weekly[index] ?? 0,\n      })),\n    }))\n  }, [firestore, scope, tokens, range], { cacheKey: reportCacheKey(report, 'contacts:trend') })\n\n  const figures = trend.value\n  return (\n    <CardDisplay\n      header={'Contacts'}\n      help={pluginDocsHelp('crmReports', {\n        anchor: '#contacts',\n        excerpt:\n          'New contacts in the period against the period before it, week ' +\n          'by week, and how many contacts this site can see in all. Counted ' +\n          'on the server by when each contact was first captured.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'New contacts'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={\n              figures\n                ? figures.previous\n                  ? `${figures.previous.toLocaleString()} in the previous period`\n                  : 'none in the previous period'\n                : undefined\n            }\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Total contacts'}\n            value={\n              totalContacts.value === null\n                ? null\n                : totalContacts.value.toLocaleString()\n            }\n            note={'visible to this site'}\n            href={routes.section('contacts')}\n          />\n        </Stack>\n        {trend.status === 'error' || totalContacts.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The contact counts could not be read. The rest of the page is unaffected.'}\n          </Alert>\n        ) : null}\n        <Section title={'New contacts per week'}>\n          <ReportBarChart\n            labels={(figures?.weekly ?? []).map((week) => weekLabel(week.start))}\n            series={[\n              {\n                name: 'New contacts',\n                color: 'primary.main',\n                values: (figures?.weekly ?? []).map((week) => week.count),\n              },\n            ]}\n            emptyText={\n              trend.status === 'loading' ? 'Counting…' : 'Nothing in this period.'\n            }\n          />\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Each bar is seven days from the start of the period; the last ' +\n              'may be shorter.'}\n          </Typography>\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsTrendCard.displayName = 'ContactsTrendCard'\n\nexport default ContactsTrendCard\n"],"names":["pluginDocsHelp","CardDisplay","Section","Alert","Stack","Typography","getCountFromServer","query","Timestamp","where","useFirestore","ReportBarChart","weekLabel","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","deltaPercent","weekBuckets","ContactsTrendCard","props","report","totalContacts","scope","tokens","range","routes","firestore","trend","contacts","createdBetween","from","to","fromMillis","then","snapshot","data","count","buckets","Promise","all","previousFrom","previousTo","map","bucket","start","end","previous","weekly","current","reduce","sum","index","cacheKey","figures","value","header","help","anchor","excerpt","contentGutterX","contentGutterY","spacing","useFlexGap","direction","sx","flexWrap","label","toLocaleString","deltaPct","note","undefined","href","section","status","severity","title","labels","week","series","name","color","values","emptyText","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,kBAAkB,EAAEC,KAAK,EAAEC,SAAS,EAAEC,KAAK,QAAQ,qBAAoB;AAChF,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,SAAS,QAAQ,qBAAiB;AAC3C,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAA6BC,gBAAgB,QAAQ,0BAAsB;AAC3E,SAASC,YAAY,EAAEC,WAAW,QAAQ,6BAAyB;AAgBnE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,kBAAkBC,KAA6B;;IAC7D,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGL;IACzC,MAAMM,YAAYlB;IAElB,MAAMmB,QAAQZ,iBAAgC;QAC5C,MAAMa,WAAWhB,iBAAiBc,WAAWJ,OAAO;QACpD,MAAMO,iBAAiB,CAACC,MAAcC,KACpC3B,mBACEC,MACEuB,aACGf,gBAAgBU,SACnBhB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACF,QAC9CvB,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACD,OAE/CE,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QAC5C,MAAMC,UAAUpB,YAAYO,MAAMM,IAAI,EAAEN,MAAMO,EAAE;QAChD,OAAOO,QAAQC,GAAG,CAAC;YACjBV,eAAeL,MAAMgB,YAAY,EAAEhB,MAAMiB,UAAU;eAChDJ,QAAQK,GAAG,CAAC,CAACC,SAAWd,eAAec,OAAOC,KAAK,EAAED,OAAOE,GAAG;SACnE,EAAEZ,IAAI,CAAC,CAAC,CAACa,UAAU,GAAGC,OAAO,GAAM,CAAA;gBAClCD;gBACAE,SAASD,OAAOE,MAAM,CAAC,CAACC,KAAKd,QAAUc,MAAMd,OAAO;gBACpDW,QAAQV,QAAQK,GAAG,CAAC,CAACC,QAAQQ;wBAEpBJ;2BAF+B,aACnCJ;wBACHP,KAAK,GAAEW,gBAAAA,MAAM,CAACI,MAAM,YAAbJ,gBAAiB;;;YAE5B,CAAA;IACF,GAAG;QAACrB;QAAWJ;QAAOC;QAAQC;KAAM,EAAE;QAAE4B,UAAUzC,eAAeS,QAAQ;IAAkB;IAE3F,MAAMiC,UAAU1B,MAAM2B,KAAK;IAC3B,qBACE,KAACvD;QACCwD,QAAQ;QACRC,MAAM1D,eAAe,cAAc;YACjC2D,QAAQ;YACRC,SACE,mEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1D;YAAM2D,SAAS;;8BACd,MAAC3D;oBAAM4D,UAAU;oBAACC,WAAU;oBAAMF,SAAS;oBAAGG,IAAI;wBAAEC,UAAU;oBAAO;;sCACnE,KAACnD;4BACCoD,OAAO;4BACPZ,OAAOD,UAAUA,QAAQL,OAAO,CAACmB,cAAc,KAAK;4BACpDC,UAAUf,UAAUrC,aAAaqC,QAAQL,OAAO,EAAEK,QAAQP,QAAQ,IAAI;4BACtEuB,MACEhB,UACIA,QAAQP,QAAQ,GACd,GAAGO,QAAQP,QAAQ,CAACqB,cAAc,GAAG,uBAAuB,CAAC,GAC7D,gCACFG;4BAENC,MAAM9C,OAAO+C,OAAO,CAAC;;sCAEvB,KAAC1D;4BACCoD,OAAO;4BACPZ,OACEjC,cAAciC,KAAK,KAAK,OACpB,OACAjC,cAAciC,KAAK,CAACa,cAAc;4BAExCE,MAAM;4BACNE,MAAM9C,OAAO+C,OAAO,CAAC;;;;gBAGxB7C,MAAM8C,MAAM,KAAK,WAAWpD,cAAcoD,MAAM,KAAK,wBACpD,KAACxE;oBAAMyE,UAAS;8BACb;qBAED;8BACJ,MAAC1E;oBAAQ2E,OAAO;;sCACd,KAAClE;4BACCmE,QAAQ,SAACvB,2BAAAA,QAASN,MAAM,mBAAI,EAAE,EAAEL,GAAG,CAAC,CAACmC,OAASnE,UAAUmE,KAAKjC,KAAK;4BAClEkC,QAAQ;gCACN;oCACEC,MAAM;oCACNC,OAAO;oCACPC,QAAQ,UAAC5B,2BAAAA,QAASN,MAAM,oBAAI,EAAE,EAAEL,GAAG,CAAC,CAACmC,OAASA,KAAKzC,KAAK;gCAC1D;6BACD;4BACD8C,WACEvD,MAAM8C,MAAM,KAAK,YAAY,cAAc;;sCAG/C,KAACtE;4BAAWgF,SAAQ;4BAAUH,OAAM;sCACjC,mEACC;;;;;;;AAMd;AACA9D,kBAAkBkE,WAAW,GAAG;AAEhC,eAAelE,kBAAiB"}

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

@@ -297,6 +297,7 @@ OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

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

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

@@ -179,6 +179,7 @@ OrgLeadSourceCard.displayName = 'OrgLeadSourceCard';
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

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

@@ -1 +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 ?? 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'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' ? 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+{"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 useFlexGap 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 ? 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package/src/lib/components/reports/pipeline-card.js

@@ -184,6 +184,7 @@ const TOP_DEALS = 10;
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

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 { 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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+{"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 useFlexGap 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          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Deals are in more than one currency; the totals add them as numbers and show ${currency.toUpperCase()}, the most common.`}\n          </Typography>\n        ) : null}\n        {dealsRead && !summary.pipelines.length && !dealWindow.rows.length ? 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package/src/lib/components/reports/source-conversion-card.js

@@ -121,6 +121,7 @@ import { conversionBySource } from "../../model/crm-reports.js";
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {