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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/source-conversion-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  measuredRate,\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 {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { conversionBySource } from '../../model/crm-reports'\n\n/**\n * How many of the period's contacts the by-source table is read from.\n *\n * The captured count is a server aggregate and never meets this bound;\n * the table needs each contact's sources and stage off this holder's\n * facet, which no aggregate can read, so it reads the period's newest\n * thousand and says when there were more — the same bound the sources\n * mix keeps, over the period rather than all time.\n */\nconst CONTACT_CEILING = 1000\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = ['Source', 'Captured', 'Customers', 'Conversion'] as const\n\nexport interface SourceConversionCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Conversion by source (AGL-2624): of the people captured through each\n * door in the period, how many are customers now.\n *\n * A COHORT by capture date, not a count of purchases in the period: the\n * question is \"how well does each source convert\", and the honest\n * population for it is the people that source brought in, followed to\n * where they stand today. A form lead captured on day one and buying on\n * day twenty is a conversion the form earned; a customer captured last\n * year who bought again this month is not evidence about this period's\n * doors. So the window is the period's contacts by `createdAt` — the\n * `(visibleTo, createdAt)` index the trend card counts through — and\n * \"customer\" is read off the facet: the stage at `customer` or past it,\n * or an order on the books whatever the stage says.\n *\n * Through THIS group's facet, like every by-source figure: a source is\n * which of this business's doors the person came through, and a stage is\n * where this business's team put them.\n */\nexport function SourceConversionCard(props: SourceConversionCardProps) {\n  const { report } = props\n  const { scope, tokens, groupId, range, period, routes } = report\n  const firestore = useFirestore()\n\n  const capturedInPeriod = () =>\n    query(\n      scopedCollection(firestore, scope, 'contacts'),\n      ...visibleToClause(tokens),\n      where('createdAt', '>=', Timestamp.fromMillis(range.from)),\n      where('createdAt', '<', Timestamp.fromMillis(range.to)),\n    )\n\n  const captured = useAggregateRead<number>(\n    () => getCountFromServer(capturedInPeriod()).then((snapshot) => snapshot.data().count),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:captured') },\n  )\n  const window = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        capturedInPeriod(),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_CEILING + 1),\n      ),\n    CONTACT_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:window') },\n  )\n  const status = window.status\n\n  const conversion = useMemo(\n    () =>\n      conversionBySource(\n        window.rows.map((row) => Aglyn.readContactFacet(row, groupId)),\n      ),\n    [window, groupId],\n  )\n  const read = status === 'success'\n  const rate = read\n    ? measuredRate(conversion.customers, conversion.total, 'captured')\n    : null\n  const labelOf = (source: Aglyn.ContactSource): string =>\n    Aglyn.CONTACT_SOURCE_LABELS[source] ?? source\n  const sampled =\n    read &&\n    (window.truncated ||\n      (captured.value !== null && captured.value > window.rows.length))\n  const caption = sampled\n    ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` +\n      (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}`\n                : read\n                  ? 'nobody captured in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s contacts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By source'}>\n          {conversion.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {conversion.rows.map((row) => (\n                  <TableRow key={row.source}>\n                    <TableCell>{labelOf(row.source)}</TableCell>\n                    <TableCell align=\"right\">{row.captured.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.customers.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              {status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'}\n            </Typography>\n          )}\n          {conversion.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.' +\n                (conversion.unsourced\n                  ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.`\n                  : '')}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is drawn from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {caption}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nSourceConversionCard.displayName = 'SourceConversionCard'\n\nexport default SourceConversionCard\n"],"names":["Aglyn","CardDisplay","measuredRate","percent","Section","ScrollTable","Alert","Stack","TableBody","TableCell","TableHead","TableRow","Typography","getCountFromServer","limit","orderBy","query","Timestamp","where","useMemo","useFirestore","ReportExport","reportFilename","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","useWindowRead","conversionBySource","CONTACT_CEILING","COLUMNS","SourceConversionCard","props","report","scope","tokens","groupId","range","period","routes","firestore","capturedInPeriod","fromMillis","from","to","captured","then","snapshot","data","count","cacheKey","window","status","conversion","rows","map","row","readContactFacet","read","rate","customers","total","labelOf","source","CONTACT_SOURCE_LABELS","sampled","truncated","value","length","caption","toLocaleString","undefined","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","filename","columns","disabled","spacing","direction","sx","flexWrap","label","note","href","section","numerator","denominator","denominatorLabel","severity","title","size","column","index","align","variant","color","unsourced","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SACEC,YAAY,EACZC,OAAO,EACPC,OAAO,QACF,6DAA4D;AACnE,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,KAAK,EACLC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SACEC,kBAAkB,EAClBC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,SAAS,EACTC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAQ,0BAAsB;AACtE,SAASC,kBAAkB,QAAQ,6BAAyB;AAE5D;;;;;;;;CAQC,GACD,MAAMC,kBAAkB;AAExB,mDAAmD,GACnD,MAAMC,UAAU;IAAC;IAAU;IAAY;IAAa;CAAa;AAMjE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;IACnE,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,OAAO,EAAEC,KAAK,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGN;IAC1D,MAAMO,YAAYrB;IAElB,MAAMsB,mBAAmB,IACvB1B,MACEQ,iBAAiBiB,WAAWN,OAAO,gBAChCV,gBAAgBW,SACnBlB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACL,MAAMM,IAAI,IACxD1B,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACL,MAAMO,EAAE;IAGzD,MAAMC,WAAWnB,iBACf,IAAMd,mBAAmB6B,oBAAoBK,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK,GACrF;QAACT;QAAWN;QAAOC;QAAQE;KAAM,EACjC;QAAEa,UAAU5B,eAAeW,QAAQ;IAAoB;IAEzD,MAAMkB,SAASxB,cACb,IACEZ,MACE0B,oBACA3B,QAAQ,aAAa,SACrBD,MAAMgB,kBAAkB,KAE5BA,iBACA;QAACW;QAAWN;QAAOC;QAAQE;KAAM,EACjC;QAAEa,UAAU5B,eAAeW,QAAQ;IAAkB;IAEvD,MAAMmB,SAASD,OAAOC,MAAM;IAE5B,MAAMC,aAAanC,QACjB,IACEU,mBACEuB,OAAOG,IAAI,CAACC,GAAG,CAAC,CAACC,MAAQzD,MAAM0D,gBAAgB,CAACD,KAAKpB,YAEzD;QAACe;QAAQf;KAAQ;IAEnB,MAAMsB,OAAON,WAAW;IACxB,MAAMO,OAAOD,OACTzD,aAAaoD,WAAWO,SAAS,EAAEP,WAAWQ,KAAK,EAAE,cACrD;IACJ,MAAMC,UAAU,CAACC;YACfhE;gBAAAA,sCAAAA,MAAMiE,qBAAqB,CAACD,OAAO,YAAnChE,sCAAuCgE;;IACzC,MAAME,UACJP,QACCP,CAAAA,OAAOe,SAAS,IACdrB,SAASsB,KAAK,KAAK,QAAQtB,SAASsB,KAAK,GAAGhB,OAAOG,IAAI,CAACc,MAAM;IACnE,MAAMC,UAAUJ,UACZ,CAAC,cAAc,EAAEd,OAAOG,IAAI,CAACc,MAAM,CAACE,cAAc,GAAG,gCAAgC,CAAC,GACrFzB,CAAAA,SAASsB,KAAK,KAAK,OAAO,CAAC,IAAI,EAAEtB,SAASsB,KAAK,CAACG,cAAc,IAAI,GAAG,EAAC,IACvE,gEACAC;IAEJ,qBACE,KAACvE;QACCwE,QAAQ;QACRC,MAAM1E,MAAM2E,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,8DACA,mEACA,+DACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAAC5D;gBACC6D,UAAU5D,eAAe,wBAAwBiB;gBACjD4C,SAASpD;gBACTwB,MAAM,IACJD,WAAWC,IAAI,CAACC,GAAG,CAAC,CAACC,MAAQ;4BAC3BM,QAAQN,IAAIO,MAAM;4BAClBP,IAAIX,QAAQ;4BACZW,IAAII,SAAS;4BACb1D,QAAQsD,IAAIG,IAAI;yBACjB;gBAEHwB,UAAU,CAACzB,QAAQ,CAACL,WAAWC,IAAI,CAACc,MAAM;;QAGhD;kBAEA,cAAA,MAAC9D;YAAM8E,SAAS;;8BACd,MAAC9E;oBAAM+E,WAAU;oBAAMD,SAAS;oBAAGE,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAC9D;4BACC+D,OAAO;4BACPrB,OAAOtB,SAASsB,KAAK,KAAK,OAAOtB,SAASsB,KAAK,CAACG,cAAc,KAAK;4BACnEmB,MAAM;4BACNC,MAAMnD,OAAOoD,OAAO,CAAC;;sCAEvB,KAAClE;4BACC+D,OAAO;4BACPrB,OAAOT,OAAOL,WAAWO,SAAS,CAACU,cAAc,KAAK;4BACtDmB,MAAM;;sCAER,KAAChE;4BACC+D,OAAO;4BACPrB,OAAOR,OAAOzD,QAAQyD,KAAKQ,KAAK,IAAI;4BACpCsB,MACE9B,OACI,GAAGA,KAAKiC,SAAS,CAACtB,cAAc,GAAG,IAAI,EAAEX,KAAKkC,WAAW,CAACvB,cAAc,GAAG,CAAC,EAAEX,KAAKmC,gBAAgB,EAAE,GACrGpC,OACE,kCACAa;;;;gBAIX1B,SAASO,MAAM,KAAK,WAAWA,WAAW,wBACzC,KAAC/C;oBAAM0F,UAAS;8BAAW;qBACzB;8BACJ,MAAC5F;oBAAQ6F,OAAO;;wBACb3C,WAAWC,IAAI,CAACc,MAAM,iBACrB,MAAChE;4BAAY6F,MAAK;;8CAChB,KAACxF;8CACC,cAAA,KAACC;kDACEoB,QAAQyB,GAAG,CAAC,CAAC2C,QAAQC,sBACpB,KAAC3F;gDAAuB4F,OAAOD,QAAQ,UAAU;0DAC9CD;+CADaA;;;8CAMtB,KAAC3F;8CACE8C,WAAWC,IAAI,CAACC,GAAG,CAAC,CAACC,oBACpB,MAAC9C;;8DACC,KAACF;8DAAWsD,QAAQN,IAAIO,MAAM;;8DAC9B,KAACvD;oDAAU4F,OAAM;8DAAS5C,IAAIX,QAAQ,CAACyB,cAAc;;8DACrD,KAAC9D;oDAAU4F,OAAM;8DAAS5C,IAAII,SAAS,CAACU,cAAc;;8DACtD,KAAC9D;oDAAU4F,OAAM;8DAASlG,QAAQsD,IAAIG,IAAI;;;2CAJ7BH,IAAIO,MAAM;;;2CAU/B,KAACpD;4BAAW0F,SAAQ;4BAAQC,OAAM;sCAC/BlD,WAAW,YAAY,aAAa;;wBAGxCC,WAAWC,IAAI,CAACc,MAAM,iBACrB,KAACzD;4BAAW0F,SAAQ;4BAAUC,OAAM;sCACjC,kDACEjD,CAAAA,WAAWkD,SAAS,GACjB,CAAC,CAAC,EAAElD,WAAWkD,SAAS,CAACjC,cAAc,GAAG,2DAA2D,CAAC,GACtG,EAAC;6BAEP;wBAEHD,wBACC,KAAC1D;4BAAW0F,SAAQ;4BAAUC,OAAM;sCACjCjC;6BAED;;;;;;AAKd;AACAtC,qBAAqByE,WAAW,GAAG;AAEnC,eAAezE,qBAAoB"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/source-conversion-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  measuredRate,\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 {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { conversionBySource } from '../../model/crm-reports'\n\n/**\n * How many of the period's contacts the by-source table is read from.\n *\n * The captured count is a server aggregate and never meets this bound;\n * the table needs each contact's sources and stage off this holder's\n * facet, which no aggregate can read, so it reads the period's newest\n * thousand and says when there were more — the same bound the sources\n * mix keeps, over the period rather than all time.\n */\nconst CONTACT_CEILING = 1000\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = ['Source', 'Captured', 'Customers', 'Conversion'] as const\n\nexport interface SourceConversionCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Conversion by source (AGL-2624): of the people captured through each\n * door in the period, how many are customers now.\n *\n * A COHORT by capture date, not a count of purchases in the period: the\n * question is \"how well does each source convert\", and the honest\n * population for it is the people that source brought in, followed to\n * where they stand today. A form lead captured on day one and buying on\n * day twenty is a conversion the form earned; a customer captured last\n * year who bought again this month is not evidence about this period's\n * doors. So the window is the period's contacts by `createdAt` — the\n * `(visibleTo, createdAt)` index the trend card counts through — and\n * \"customer\" is read off the facet: the stage at `customer` or past it,\n * or an order on the books whatever the stage says.\n *\n * Through THIS group's facet, like every by-source figure: a source is\n * which of this business's doors the person came through, and a stage is\n * where this business's team put them.\n */\nexport function SourceConversionCard(props: SourceConversionCardProps) {\n  const { report } = props\n  const { scope, tokens, groupId, range, period, routes } = report\n  const firestore = useFirestore()\n\n  const capturedInPeriod = () =>\n    query(\n      scopedCollection(firestore, scope, 'contacts'),\n      ...visibleToClause(tokens),\n      where('createdAt', '>=', Timestamp.fromMillis(range.from)),\n      where('createdAt', '<', Timestamp.fromMillis(range.to)),\n    )\n\n  const captured = useAggregateRead<number>(\n    () => getCountFromServer(capturedInPeriod()).then((snapshot) => snapshot.data().count),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:captured') },\n  )\n  const window = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        capturedInPeriod(),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_CEILING + 1),\n      ),\n    CONTACT_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:window') },\n  )\n  const status = window.status\n\n  const conversion = useMemo(\n    () =>\n      conversionBySource(\n        window.rows.map((row) => Aglyn.readContactFacet(row, groupId)),\n      ),\n    [window, groupId],\n  )\n  const read = status === 'success'\n  const rate = read\n    ? measuredRate(conversion.customers, conversion.total, 'captured')\n    : null\n  const labelOf = (source: Aglyn.ContactSource): string =>\n    Aglyn.CONTACT_SOURCE_LABELS[source] ?? source\n  const sampled =\n    read &&\n    (window.truncated ||\n      (captured.value !== null && captured.value > window.rows.length))\n  const caption = sampled\n    ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` +\n      (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}`\n                : read\n                  ? 'nobody captured in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s contacts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By source'}>\n          {conversion.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {conversion.rows.map((row) => (\n                  <TableRow key={row.source}>\n                    <TableCell>{labelOf(row.source)}</TableCell>\n                    <TableCell align=\"right\">{row.captured.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.customers.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              {status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'}\n            </Typography>\n          )}\n          {conversion.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.' +\n                (conversion.unsourced\n                  ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.`\n                  : '')}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is drawn from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {caption}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nSourceConversionCard.displayName = 'SourceConversionCard'\n\nexport default SourceConversionCard\n"],"names":["Aglyn","CardDisplay","measuredRate","percent","Section","ScrollTable","Alert","Stack","TableBody","TableCell","TableHead","TableRow","Typography","getCountFromServer","limit","orderBy","query","Timestamp","where","useMemo","useFirestore","ReportExport","reportFilename","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","useWindowRead","conversionBySource","CONTACT_CEILING","COLUMNS","SourceConversionCard","props","report","scope","tokens","groupId","range","period","routes","firestore","capturedInPeriod","fromMillis","from","to","captured","then","snapshot","data","count","cacheKey","window","status","conversion","rows","map","row","readContactFacet","read","rate","customers","total","labelOf","source","CONTACT_SOURCE_LABELS","sampled","truncated","value","length","caption","toLocaleString","undefined","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","filename","columns","disabled","spacing","useFlexGap","direction","sx","flexWrap","label","note","href","section","numerator","denominator","denominatorLabel","severity","title","size","column","index","align","variant","color","unsourced","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SACEC,YAAY,EACZC,OAAO,EACPC,OAAO,QACF,6DAA4D;AACnE,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,KAAK,EACLC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SACEC,kBAAkB,EAClBC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,SAAS,EACTC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAQ,0BAAsB;AACtE,SAASC,kBAAkB,QAAQ,6BAAyB;AAE5D;;;;;;;;CAQC,GACD,MAAMC,kBAAkB;AAExB,mDAAmD,GACnD,MAAMC,UAAU;IAAC;IAAU;IAAY;IAAa;CAAa;AAMjE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;IACnE,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,OAAO,EAAEC,KAAK,EAAEC,MAAM,EAAEC,MAAM,EAAE,GAAGN;IAC1D,MAAMO,YAAYrB;IAElB,MAAMsB,mBAAmB,IACvB1B,MACEQ,iBAAiBiB,WAAWN,OAAO,gBAChCV,gBAAgBW,SACnBlB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACL,MAAMM,IAAI,IACxD1B,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACL,MAAMO,EAAE;IAGzD,MAAMC,WAAWnB,iBACf,IAAMd,mBAAmB6B,oBAAoBK,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK,GACrF;QAACT;QAAWN;QAAOC;QAAQE;KAAM,EACjC;QAAEa,UAAU5B,eAAeW,QAAQ;IAAoB;IAEzD,MAAMkB,SAASxB,cACb,IACEZ,MACE0B,oBACA3B,QAAQ,aAAa,SACrBD,MAAMgB,kBAAkB,KAE5BA,iBACA;QAACW;QAAWN;QAAOC;QAAQE;KAAM,EACjC;QAAEa,UAAU5B,eAAeW,QAAQ;IAAkB;IAEvD,MAAMmB,SAASD,OAAOC,MAAM;IAE5B,MAAMC,aAAanC,QACjB,IACEU,mBACEuB,OAAOG,IAAI,CAACC,GAAG,CAAC,CAACC,MAAQzD,MAAM0D,gBAAgB,CAACD,KAAKpB,YAEzD;QAACe;QAAQf;KAAQ;IAEnB,MAAMsB,OAAON,WAAW;IACxB,MAAMO,OAAOD,OACTzD,aAAaoD,WAAWO,SAAS,EAAEP,WAAWQ,KAAK,EAAE,cACrD;IACJ,MAAMC,UAAU,CAACC;YACfhE;gBAAAA,sCAAAA,MAAMiE,qBAAqB,CAACD,OAAO,YAAnChE,sCAAuCgE;;IACzC,MAAME,UACJP,QACCP,CAAAA,OAAOe,SAAS,IACdrB,SAASsB,KAAK,KAAK,QAAQtB,SAASsB,KAAK,GAAGhB,OAAOG,IAAI,CAACc,MAAM;IACnE,MAAMC,UAAUJ,UACZ,CAAC,cAAc,EAAEd,OAAOG,IAAI,CAACc,MAAM,CAACE,cAAc,GAAG,gCAAgC,CAAC,GACrFzB,CAAAA,SAASsB,KAAK,KAAK,OAAO,CAAC,IAAI,EAAEtB,SAASsB,KAAK,CAACG,cAAc,IAAI,GAAG,EAAC,IACvE,gEACAC;IAEJ,qBACE,KAACvE;QACCwE,QAAQ;QACRC,MAAM1E,MAAM2E,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,8DACA,mEACA,+DACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAAC5D;gBACC6D,UAAU5D,eAAe,wBAAwBiB;gBACjD4C,SAASpD;gBACTwB,MAAM,IACJD,WAAWC,IAAI,CAACC,GAAG,CAAC,CAACC,MAAQ;4BAC3BM,QAAQN,IAAIO,MAAM;4BAClBP,IAAIX,QAAQ;4BACZW,IAAII,SAAS;4BACb1D,QAAQsD,IAAIG,IAAI;yBACjB;gBAEHwB,UAAU,CAACzB,QAAQ,CAACL,WAAWC,IAAI,CAACc,MAAM;;QAGhD;kBAEA,cAAA,MAAC9D;YAAM8E,SAAS;;8BACd,MAAC9E;oBAAM+E,UAAU;oBAACC,WAAU;oBAAMF,SAAS;oBAAGG,IAAI;wBAAEC,UAAU;oBAAO;;sCACnE,KAAC/D;4BACCgE,OAAO;4BACPtB,OAAOtB,SAASsB,KAAK,KAAK,OAAOtB,SAASsB,KAAK,CAACG,cAAc,KAAK;4BACnEoB,MAAM;4BACNC,MAAMpD,OAAOqD,OAAO,CAAC;;sCAEvB,KAACnE;4BACCgE,OAAO;4BACPtB,OAAOT,OAAOL,WAAWO,SAAS,CAACU,cAAc,KAAK;4BACtDoB,MAAM;;sCAER,KAACjE;4BACCgE,OAAO;4BACPtB,OAAOR,OAAOzD,QAAQyD,KAAKQ,KAAK,IAAI;4BACpCuB,MACE/B,OACI,GAAGA,KAAKkC,SAAS,CAACvB,cAAc,GAAG,IAAI,EAAEX,KAAKmC,WAAW,CAACxB,cAAc,GAAG,CAAC,EAAEX,KAAKoC,gBAAgB,EAAE,GACrGrC,OACE,kCACAa;;;;gBAIX1B,SAASO,MAAM,KAAK,WAAWA,WAAW,wBACzC,KAAC/C;oBAAM2F,UAAS;8BAAW;qBACzB;8BACJ,MAAC7F;oBAAQ8F,OAAO;;wBACb5C,WAAWC,IAAI,CAACc,MAAM,iBACrB,MAAChE;4BAAY8F,MAAK;;8CAChB,KAACzF;8CACC,cAAA,KAACC;kDACEoB,QAAQyB,GAAG,CAAC,CAAC4C,QAAQC,sBACpB,KAAC5F;gDAAuB6F,OAAOD,QAAQ,UAAU;0DAC9CD;+CADaA;;;8CAMtB,KAAC5F;8CACE8C,WAAWC,IAAI,CAACC,GAAG,CAAC,CAACC,oBACpB,MAAC9C;;8DACC,KAACF;8DAAWsD,QAAQN,IAAIO,MAAM;;8DAC9B,KAACvD;oDAAU6F,OAAM;8DAAS7C,IAAIX,QAAQ,CAACyB,cAAc;;8DACrD,KAAC9D;oDAAU6F,OAAM;8DAAS7C,IAAII,SAAS,CAACU,cAAc;;8DACtD,KAAC9D;oDAAU6F,OAAM;8DAASnG,QAAQsD,IAAIG,IAAI;;;2CAJ7BH,IAAIO,MAAM;;;2CAU/B,KAACpD;4BAAW2F,SAAQ;4BAAQC,OAAM;sCAC/BnD,WAAW,YAAY,aAAa;;wBAGxCC,WAAWC,IAAI,CAACc,MAAM,iBACrB,KAACzD;4BAAW2F,SAAQ;4BAAUC,OAAM;sCACjC,kDACElD,CAAAA,WAAWmD,SAAS,GACjB,CAAC,CAAC,EAAEnD,WAAWmD,SAAS,CAAClC,cAAc,GAAG,2DAA2D,CAAC,GACtG,EAAC;6BAEP;wBAEHD,wBACC,KAAC1D;4BAAW2F,SAAQ;4BAAUC,OAAM;sCACjClC;6BAED;;;;;;AAKd;AACAtC,qBAAqB0E,WAAW,GAAG;AAEnC,eAAe1E,qBAAoB"}

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

@@ -190,6 +190,7 @@ import { localDayBounds } from "../../model/crm-reports.js";
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { localDayBounds } from '../../model/crm-reports'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default TasksCard\n"],"names":["Aglyn","AppLink","CardDisplay","Section","ScrollTable","Alert","Button","Stack","TableBody","TableCell","TableHead","TableRow","Typography","documentId","getCountFromServer","getDocs","limit","orderBy","query","where","useMemo","useFirestore","ReportExport","reportFilename","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","useWindowRead","localDayBounds","OPEN_TASK_CEILING","ASSIGNEE_NAME_CEILING","ASSIGNEE_COLUMNS","TasksCard","props","report","scope","tokens","nowMs","routes","firestore","day","openTasks","CRM_COLLECTIONS","tasks","counts","Promise","all","start","end","then","open","overdue","today","data","count","cacheKey","taskWindow","tasksStatus","status","load","byAssignee","Map","task","rows","uid","assigneeUid","row","get","upcoming","undated","state","taskDueState","set","values","sort","a","b","localeCompare","uids","map","filter","Boolean","slice","uidKey","join","names","length","snapshot","Object","fromEntries","docs","member","id","String","resolve","figures","value","assigneeName","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","direction","spacing","filename","columns","disabled","component","componentVariant","nativeButton","href","section","size","color","sx","flexWrap","label","toLocaleString","note","undefined","severity","title","column","index","align","variant","truncated","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,KAAK,EACLC,MAAM,EACNC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SACEC,UAAU,EACVC,kBAAkB,EAClBC,OAAO,EACPC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAQ,0BAAsB;AACtE,SAASC,cAAc,QAAQ,6BAAyB;AAExD;;;;;;CAMC,GACD,MAAMC,oBAAoB;AAC1B,wEAAwE,GACxE,MAAMC,wBAAwB;AAI9B,+DAA+D,GAC/D,MAAMC,mBAAmB;IAAC;IAAY;IAAW;IAAS;IAAY;IAAW;CAAO;AAexF;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC,UAAUC,KAAqB;IAC7C,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGJ;IACzC,MAAMK,YAAYpB;IAClB,MAAMqB,MAAMtB,QAAQ,IAAMU,eAAeS,QAAQ;QAACA;KAAM;IAExD,MAAMI,YAAY,IAChBzB,MACEO,iBAAiBgB,WAAWJ,OAAOrC,MAAM4C,eAAe,CAACC,KAAK,MAC3DnB,gBAAgBY,SACnBnB,MAAM,UAAU,MAAM;IAG1B,MAAM2B,SAASlB,iBACb,IACEmB,QAAQC,GAAG,CAAC;YACVlC,mBAAmB6B;YACnB7B,mBAAmBI,MAAMyB,aAAaxB,MAAM,WAAW,KAAKuB,IAAIO,KAAK;YACrEnC,mBACEI,MACEyB,aACAxB,MAAM,WAAW,MAAMuB,IAAIO,KAAK,GAChC9B,MAAM,WAAW,KAAKuB,IAAIQ,GAAG;SAGlC,EAAEC,IAAI,CAAC,CAAC,CAACC,MAAMC,SAASC,MAAM,GAAM,CAAA;gBACnCF,MAAMA,KAAKG,IAAI,GAAGC,KAAK;gBACvBH,SAASA,QAAQE,IAAI,GAAGC,KAAK;gBAC7BF,OAAOA,MAAMC,IAAI,GAAGC,KAAK;YAC3B,CAAA,IACF;QAACf;QAAWJ;QAAOC;QAAQI;KAAI,EAC/B;QAAEe,UAAUjC,eAAeY,QAAQ;IAAgB;IAGrD,MAAMsB,aAAa7B,cACjB,IACEX,MACEyB,aACA1B,QAAQ,WAAW,QACnBD,MAAMe,oBAAoB,KAE9BA,mBACA;QAACU;QAAWJ;QAAOC;QAAQC;KAAM,EACjC;QAAEkB,UAAUjC,eAAeY,QAAQ;IAAc;IAEnD,MAAMuB,cAAcD,WAAWE,MAAM;IAErC,MAAMC,OAAOzC,QAAQ;QACnB,MAAM0C,aAAa,IAAIC;QACvB,KAAK,MAAMC,QAAQN,WAAWO,IAAI,CAAE;gBAEtBH;YADZ,MAAMI,MAAMF,KAAKG,WAAW,IAAI;YAChC,MAAMC,OAAMN,kBAAAA,WAAWO,GAAG,CAACH,gBAAfJ,kBAAuB;gBACjCI;gBACAb,SAAS;gBACTC,OAAO;gBACPgB,UAAU;gBACVC,SAAS;gBACTnB,MAAM;YACR;YACA,MAAMoB,QAAQxE,MAAMyE,YAAY,CAACT,MAAMzB;YACvC,IAAIiC,UAAU,WAAWJ,IAAIf,OAAO,IAAI;iBACnC,IAAImB,UAAU,SAASJ,IAAId,KAAK,IAAI;iBACpC,IAAIkB,UAAU,YAAYJ,IAAIE,QAAQ,IAAI;iBAC1CF,IAAIG,OAAO,IAAI;YACpBH,IAAIhB,IAAI,IAAI;YACZU,WAAWY,GAAG,CAACR,KAAKE;QACtB;QACA,OAAO;eAAIN,WAAWa,MAAM;SAAG,CAACC,IAAI,CAClC,CAACC,GAAGC,IAAMA,EAAE1B,IAAI,GAAGyB,EAAEzB,IAAI,IAAIyB,EAAEX,GAAG,CAACa,aAAa,CAACD,EAAEZ,GAAG;IAE1D,GAAG;QAACR;QAAYnB;KAAM;IAEtB;;;;;GAKC,GACD,MAAMyC,OAAOnB,KAAKoB,GAAG,CAAC,CAACb,MAAQA,IAAIF,GAAG,EAAEgB,MAAM,CAACC,SAASC,KAAK,CAAC,GAAGpD;IACjE,MAAMqD,SAASL,KAAKM,IAAI,CAAC;IACzB,MAAMC,QAAQ3D,iBACZ,IACEoD,KAAKQ,MAAM,GACPzE,QACEG,MACEO,iBAAiBgB,WAAWJ,OAAO,YACnClB,MAAMN,cAAc,MAAMmE,QAE5B7B,IAAI,CAAC,CAACsC,WACNC,OAAOC,WAAW,CAChBF,SAASG,IAAI,CAACX,GAAG,CAAC,CAACY,SAAW;oBAC5BA,OAAOC,EAAE;oBACTC,OAAOF,OAAOxB,GAAG,CAAC,kBAAkBwB,OAAOxB,GAAG,CAAC,YAAYwB,OAAOC,EAAE;iBACrE,MAGL/C,QAAQiD,OAAO,CAAC,CAAC,IACvB;QAACvD;QAAWJ;QAAOgD;KAAO,EAC1B;QAAE5B,UAAUjC,eAAeY,QAAQ,CAAC,YAAY,EAAEiD,QAAQ;IAAE;IAG9D,MAAMY,UAAUnD,OAAOoD,KAAK;IAC5B,MAAMC,eAAe,CAAC/B;;YACVmB;eAAVnB,IAAIF,GAAG,YAAGqB,eAAAA,MAAMW,KAAK,qBAAXX,YAAa,CAACnB,IAAIF,GAAG,CAAC,mBAAIE,IAAIF,GAAG,GAAG;;IAChD,qBACE,KAAChE;QACCkG,QAAQ;QACRC,MAAMrG,MAAMsG,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,iEACA,uEACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,MAACrG;gBAAMsG,WAAU;gBAAMC,SAAS;;kCAC9B,KAACxF;wBACCyF,UAAUxF,eAAe;wBACzByF,SAAS/E;wBACTgC,MAAM,IACJJ,KAAKoB,GAAG,CAAC,CAACb,MAAQ;oCAChB+B,aAAa/B;oCACbA,IAAIf,OAAO;oCACXe,IAAId,KAAK;oCACTc,IAAIE,QAAQ;oCACZF,IAAIG,OAAO;oCACXH,IAAIhB,IAAI;iCACT;wBAEH6D,UAAUtD,gBAAgB,aAAa,CAACE,KAAK2B,MAAM;;kCAErD,KAAClF;wBACC4G,WAAWjH;uBACN;wBAAEkH,kBAAkB;wBAASC,cAAc;oBAAM;wBACtDC,MAAM7E,OAAO8E,OAAO,CAAC;wBACrBC,MAAK;wBACLC,OAAM;kCAEL;;;;QAIT;kBAEA,cAAA,MAACjH;YAAMuG,SAAS;;8BACd,MAACvG;oBAAMsG,WAAU;oBAAMC,SAAS;oBAAGW,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAC/F;4BACCgG,OAAO;4BACPzB,OAAOD,UAAUA,QAAQ7C,IAAI,CAACwE,cAAc,KAAK;4BACjDC,MAAM;4BACNR,MAAM7E,OAAO8E,OAAO,CAAC;;sCAEvB,KAAC3F;4BACCgG,OAAO;4BACPzB,OAAOD,UAAUA,QAAQ5C,OAAO,CAACuE,cAAc,KAAK;4BACpDC,MAAM;4BACNL,OAAOvB,CAAAA,2BAAAA,QAAS5C,OAAO,IAAG,eAAeyE;4BACzCT,MAAM7E,OAAO8E,OAAO,CAAC;;sCAEvB,KAAC3F;4BACCgG,OAAO;4BACPzB,OAAOD,UAAUA,QAAQ3C,KAAK,CAACsE,cAAc,KAAK;4BAClDC,MAAM;4BACNR,MAAM7E,OAAO8E,OAAO,CAAC;;;;gBAGxBxE,OAAOc,MAAM,KAAK,wBACjB,KAACvD;oBAAM0H,UAAS;8BAAW;qBACzB;8BACJ,MAAC5H;oBAAQ6H,OAAO;;wBACbnE,KAAK2B,MAAM,iBACV,MAACpF;4BAAYmH,MAAK;;8CAChB,KAAC7G;8CACC,cAAA,KAACC;kDACEsB,iBAAiBgD,GAAG,CAAC,CAACgD,QAAQC,sBAC7B,KAACzH;gDAAuB0H,OAAOD,QAAQ,UAAU;0DAC9CD;+CADaA;;;8CAMtB,KAACzH;8CACEqD,KAAKoB,GAAG,CAAC,CAACb,oBACT,MAACzD;;8DACC,KAACF;8DAAW0F,aAAa/B;;8DACzB,KAAC3D;oDACC0H,OAAM;oDACNV,IAAIrD,IAAIf,OAAO,GAAG;wDAAEmE,OAAO;oDAAa,IAAIM;8DAE3C1D,IAAIf,OAAO,CAACuE,cAAc;;8DAE7B,KAACnH;oDAAU0H,OAAM;8DAAS/D,IAAId,KAAK,CAACsE,cAAc;;8DAClD,KAACnH;oDAAU0H,OAAM;8DAAS/D,IAAIE,QAAQ,CAACsD,cAAc;;8DACrD,KAACnH;oDAAU0H,OAAM;8DAAS/D,IAAIG,OAAO,CAACqD,cAAc;;8DACpD,KAACnH;oDAAU0H,OAAM;8DAAS/D,IAAIhB,IAAI,CAACwE,cAAc;;;2CAXpCxD,IAAIF,GAAG,IAAI;;;2CAiBhC,KAACtD;4BAAWwH,SAAQ;4BAAQZ,OAAM;sCAC/B7D,gBAAgB,YAAY,aAAa;;wBAI7CD,WAAW2E,SAAS,iBACnB,KAACzH;4BAAWwH,SAAQ;4BAAUZ,OAAM;sCACjC,CAAC,iBAAiB,EAAEzF,kBAAkB6F,cAAc,GAAG,6DAA6D,CAAC;6BAEtH;;;;;;AAKd;AACA1F,UAAUoG,WAAW,GAAG;AAExB,eAAepG,UAAS"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { localDayBounds } from '../../model/crm-reports'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default TasksCard\n"],"names":["Aglyn","AppLink","CardDisplay","Section","ScrollTable","Alert","Button","Stack","TableBody","TableCell","TableHead","TableRow","Typography","documentId","getCountFromServer","getDocs","limit","orderBy","query","where","useMemo","useFirestore","ReportExport","reportFilename","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","useWindowRead","localDayBounds","OPEN_TASK_CEILING","ASSIGNEE_NAME_CEILING","ASSIGNEE_COLUMNS","TasksCard","props","report","scope","tokens","nowMs","routes","firestore","day","openTasks","CRM_COLLECTIONS","tasks","counts","Promise","all","start","end","then","open","overdue","today","data","count","cacheKey","taskWindow","tasksStatus","status","load","byAssignee","Map","task","rows","uid","assigneeUid","row","get","upcoming","undated","state","taskDueState","set","values","sort","a","b","localeCompare","uids","map","filter","Boolean","slice","uidKey","join","names","length","snapshot","Object","fromEntries","docs","member","id","String","resolve","figures","value","assigneeName","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","direction","spacing","filename","columns","disabled","component","componentVariant","nativeButton","href","section","size","color","useFlexGap","sx","flexWrap","label","toLocaleString","note","undefined","severity","title","column","index","align","variant","truncated","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,KAAK,EACLC,MAAM,EACNC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SACEC,UAAU,EACVC,kBAAkB,EAClBC,OAAO,EACPC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAQ,0BAAsB;AACtE,SAASC,cAAc,QAAQ,6BAAyB;AAExD;;;;;;CAMC,GACD,MAAMC,oBAAoB;AAC1B,wEAAwE,GACxE,MAAMC,wBAAwB;AAI9B,+DAA+D,GAC/D,MAAMC,mBAAmB;IAAC;IAAY;IAAW;IAAS;IAAY;IAAW;CAAO;AAexF;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC,UAAUC,KAAqB;IAC7C,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGJ;IACzC,MAAMK,YAAYpB;IAClB,MAAMqB,MAAMtB,QAAQ,IAAMU,eAAeS,QAAQ;QAACA;KAAM;IAExD,MAAMI,YAAY,IAChBzB,MACEO,iBAAiBgB,WAAWJ,OAAOrC,MAAM4C,eAAe,CAACC,KAAK,MAC3DnB,gBAAgBY,SACnBnB,MAAM,UAAU,MAAM;IAG1B,MAAM2B,SAASlB,iBACb,IACEmB,QAAQC,GAAG,CAAC;YACVlC,mBAAmB6B;YACnB7B,mBAAmBI,MAAMyB,aAAaxB,MAAM,WAAW,KAAKuB,IAAIO,KAAK;YACrEnC,mBACEI,MACEyB,aACAxB,MAAM,WAAW,MAAMuB,IAAIO,KAAK,GAChC9B,MAAM,WAAW,KAAKuB,IAAIQ,GAAG;SAGlC,EAAEC,IAAI,CAAC,CAAC,CAACC,MAAMC,SAASC,MAAM,GAAM,CAAA;gBACnCF,MAAMA,KAAKG,IAAI,GAAGC,KAAK;gBACvBH,SAASA,QAAQE,IAAI,GAAGC,KAAK;gBAC7BF,OAAOA,MAAMC,IAAI,GAAGC,KAAK;YAC3B,CAAA,IACF;QAACf;QAAWJ;QAAOC;QAAQI;KAAI,EAC/B;QAAEe,UAAUjC,eAAeY,QAAQ;IAAgB;IAGrD,MAAMsB,aAAa7B,cACjB,IACEX,MACEyB,aACA1B,QAAQ,WAAW,QACnBD,MAAMe,oBAAoB,KAE9BA,mBACA;QAACU;QAAWJ;QAAOC;QAAQC;KAAM,EACjC;QAAEkB,UAAUjC,eAAeY,QAAQ;IAAc;IAEnD,MAAMuB,cAAcD,WAAWE,MAAM;IAErC,MAAMC,OAAOzC,QAAQ;QACnB,MAAM0C,aAAa,IAAIC;QACvB,KAAK,MAAMC,QAAQN,WAAWO,IAAI,CAAE;gBAEtBH;YADZ,MAAMI,MAAMF,KAAKG,WAAW,IAAI;YAChC,MAAMC,OAAMN,kBAAAA,WAAWO,GAAG,CAACH,gBAAfJ,kBAAuB;gBACjCI;gBACAb,SAAS;gBACTC,OAAO;gBACPgB,UAAU;gBACVC,SAAS;gBACTnB,MAAM;YACR;YACA,MAAMoB,QAAQxE,MAAMyE,YAAY,CAACT,MAAMzB;YACvC,IAAIiC,UAAU,WAAWJ,IAAIf,OAAO,IAAI;iBACnC,IAAImB,UAAU,SAASJ,IAAId,KAAK,IAAI;iBACpC,IAAIkB,UAAU,YAAYJ,IAAIE,QAAQ,IAAI;iBAC1CF,IAAIG,OAAO,IAAI;YACpBH,IAAIhB,IAAI,IAAI;YACZU,WAAWY,GAAG,CAACR,KAAKE;QACtB;QACA,OAAO;eAAIN,WAAWa,MAAM;SAAG,CAACC,IAAI,CAClC,CAACC,GAAGC,IAAMA,EAAE1B,IAAI,GAAGyB,EAAEzB,IAAI,IAAIyB,EAAEX,GAAG,CAACa,aAAa,CAACD,EAAEZ,GAAG;IAE1D,GAAG;QAACR;QAAYnB;KAAM;IAEtB;;;;;GAKC,GACD,MAAMyC,OAAOnB,KAAKoB,GAAG,CAAC,CAACb,MAAQA,IAAIF,GAAG,EAAEgB,MAAM,CAACC,SAASC,KAAK,CAAC,GAAGpD;IACjE,MAAMqD,SAASL,KAAKM,IAAI,CAAC;IACzB,MAAMC,QAAQ3D,iBACZ,IACEoD,KAAKQ,MAAM,GACPzE,QACEG,MACEO,iBAAiBgB,WAAWJ,OAAO,YACnClB,MAAMN,cAAc,MAAMmE,QAE5B7B,IAAI,CAAC,CAACsC,WACNC,OAAOC,WAAW,CAChBF,SAASG,IAAI,CAACX,GAAG,CAAC,CAACY,SAAW;oBAC5BA,OAAOC,EAAE;oBACTC,OAAOF,OAAOxB,GAAG,CAAC,kBAAkBwB,OAAOxB,GAAG,CAAC,YAAYwB,OAAOC,EAAE;iBACrE,MAGL/C,QAAQiD,OAAO,CAAC,CAAC,IACvB;QAACvD;QAAWJ;QAAOgD;KAAO,EAC1B;QAAE5B,UAAUjC,eAAeY,QAAQ,CAAC,YAAY,EAAEiD,QAAQ;IAAE;IAG9D,MAAMY,UAAUnD,OAAOoD,KAAK;IAC5B,MAAMC,eAAe,CAAC/B;;YACVmB;eAAVnB,IAAIF,GAAG,YAAGqB,eAAAA,MAAMW,KAAK,qBAAXX,YAAa,CAACnB,IAAIF,GAAG,CAAC,mBAAIE,IAAIF,GAAG,GAAG;;IAChD,qBACE,KAAChE;QACCkG,QAAQ;QACRC,MAAMrG,MAAMsG,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,iEACA,uEACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,MAACrG;gBAAMsG,WAAU;gBAAMC,SAAS;;kCAC9B,KAACxF;wBACCyF,UAAUxF,eAAe;wBACzByF,SAAS/E;wBACTgC,MAAM,IACJJ,KAAKoB,GAAG,CAAC,CAACb,MAAQ;oCAChB+B,aAAa/B;oCACbA,IAAIf,OAAO;oCACXe,IAAId,KAAK;oCACTc,IAAIE,QAAQ;oCACZF,IAAIG,OAAO;oCACXH,IAAIhB,IAAI;iCACT;wBAEH6D,UAAUtD,gBAAgB,aAAa,CAACE,KAAK2B,MAAM;;kCAErD,KAAClF;wBACC4G,WAAWjH;uBACN;wBAAEkH,kBAAkB;wBAASC,cAAc;oBAAM;wBACtDC,MAAM7E,OAAO8E,OAAO,CAAC;wBACrBC,MAAK;wBACLC,OAAM;kCAEL;;;;QAIT;kBAEA,cAAA,MAACjH;YAAMuG,SAAS;;8BACd,MAACvG;oBAAMkH,UAAU;oBAACZ,WAAU;oBAAMC,SAAS;oBAAGY,IAAI;wBAAEC,UAAU;oBAAO;;sCACnE,KAAChG;4BACCiG,OAAO;4BACP1B,OAAOD,UAAUA,QAAQ7C,IAAI,CAACyE,cAAc,KAAK;4BACjDC,MAAM;4BACNT,MAAM7E,OAAO8E,OAAO,CAAC;;sCAEvB,KAAC3F;4BACCiG,OAAO;4BACP1B,OAAOD,UAAUA,QAAQ5C,OAAO,CAACwE,cAAc,KAAK;4BACpDC,MAAM;4BACNN,OAAOvB,CAAAA,2BAAAA,QAAS5C,OAAO,IAAG,eAAe0E;4BACzCV,MAAM7E,OAAO8E,OAAO,CAAC;;sCAEvB,KAAC3F;4BACCiG,OAAO;4BACP1B,OAAOD,UAAUA,QAAQ3C,KAAK,CAACuE,cAAc,KAAK;4BAClDC,MAAM;4BACNT,MAAM7E,OAAO8E,OAAO,CAAC;;;;gBAGxBxE,OAAOc,MAAM,KAAK,wBACjB,KAACvD;oBAAM2H,UAAS;8BAAW;qBACzB;8BACJ,MAAC7H;oBAAQ8H,OAAO;;wBACbpE,KAAK2B,MAAM,iBACV,MAACpF;4BAAYmH,MAAK;;8CAChB,KAAC7G;8CACC,cAAA,KAACC;kDACEsB,iBAAiBgD,GAAG,CAAC,CAACiD,QAAQC,sBAC7B,KAAC1H;gDAAuB2H,OAAOD,QAAQ,UAAU;0DAC9CD;+CADaA;;;8CAMtB,KAAC1H;8CACEqD,KAAKoB,GAAG,CAAC,CAACb,oBACT,MAACzD;;8DACC,KAACF;8DAAW0F,aAAa/B;;8DACzB,KAAC3D;oDACC2H,OAAM;oDACNV,IAAItD,IAAIf,OAAO,GAAG;wDAAEmE,OAAO;oDAAa,IAAIO;8DAE3C3D,IAAIf,OAAO,CAACwE,cAAc;;8DAE7B,KAACpH;oDAAU2H,OAAM;8DAAShE,IAAId,KAAK,CAACuE,cAAc;;8DAClD,KAACpH;oDAAU2H,OAAM;8DAAShE,IAAIE,QAAQ,CAACuD,cAAc;;8DACrD,KAACpH;oDAAU2H,OAAM;8DAAShE,IAAIG,OAAO,CAACsD,cAAc;;8DACpD,KAACpH;oDAAU2H,OAAM;8DAAShE,IAAIhB,IAAI,CAACyE,cAAc;;;2CAXpCzD,IAAIF,GAAG,IAAI;;;2CAiBhC,KAACtD;4BAAWyH,SAAQ;4BAAQb,OAAM;sCAC/B7D,gBAAgB,YAAY,aAAa;;wBAI7CD,WAAW4E,SAAS,iBACnB,KAAC1H;4BAAWyH,SAAQ;4BAAUb,OAAM;sCACjC,CAAC,iBAAiB,EAAEzF,kBAAkB8F,cAAc,GAAG,6DAA6D,CAAC;6BAEtH;;;;;;AAKd;AACA3F,UAAUqG,WAAW,GAAG;AAExB,eAAerG,UAAS"}

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

@@ -162,6 +162,7 @@ import { CRM_REPORT_PERIOD_LABELS, CRM_REPORT_PERIODS, crmReportRange } from "..
         spacing: 2,
         children: [
             /*#__PURE__*/ _jsxs(Stack, {
+                useFlexGap: true,
                 direction: "row",
                 spacing: 2,
                 sx: {
@@ -176,6 +177,7 @@ import { CRM_REPORT_PERIOD_LABELS, CRM_REPORT_PERIODS, crmReportRange } from "..
                         children: 'Reports'
                     }),
                     /*#__PURE__*/ _jsxs(Stack, {
+                        useFlexGap: true,
                         direction: "row",
                         spacing: 1,
                         sx: {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { LeadSourceCard } from './reports/lead-source-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\nimport {\n  CRM_REPORT_PERIOD_LABELS,\n  CRM_REPORT_PERIODS,\n  type CrmReportPeriod,\n  crmReportRange,\n} from '../model/crm-reports'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'lead-sources', children: <LeadSourceCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default ContactsReportsSection\n"],"names":["mdiRefresh","MdiIcon","CardColumns","Button","Stack","ToggleButton","ToggleButtonGroup","Typography","getCountFromServer","query","useCallback","useMemo","useState","useFirestore","useCrmScope","crmRoutes","ActivityCard","ClosedDealsCard","ContactsMixCard","ContactsTrendCard","ForecastCard","LeadFunnelCard","LeadSourceCard","PipelineCard","SourceConversionCard","WonLostByOwnerCard","reportCacheKey","reportCachePrefix","scopedCollection","visibleToClause","TasksCard","invalidateAggregateReads","useAggregateRead","CRM_REPORT_PERIOD_LABELS","CRM_REPORT_PERIODS","crmReportRange","ContactsReportsSection","props","hostId","org","basePath","firestore","scope","dataScope","consentGroup","visibleTo","tokens","groupId","orgRecord","view","setView","period","nowMs","Date","now","range","routes","refresh","current","report","totalContacts","then","snapshot","data","count","cacheKey","spacing","direction","sx","alignItems","justifyContent","flexWrap","variant","component","rowGap","exclusive","size","color","value","onChange","_event","next","aria-label","map","startIcon","path","disabled","onClick","items","key","children","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,UAAU,QAAQ,yBAAwB;AACnD,SACEC,OAAO,QAAQ,uBAAsB;AACvC,SAASC,WAAW,QAAQ,+CAA8C;AAC1E,SACEC,MAAM,EACNC,KAAK,EACLC,YAAY,EACZC,iBAAiB,EACjBC,UAAU,QACL,gBAAe;AACtB,SAASC,kBAAkB,EAAEC,KAAK,QAAQ,qBAAoB;AAC9D,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,kBAAkB,QAAQ,sCAAkC;AACrE,SAEEC,cAAc,EACdC,iBAAiB,EACjBC,gBAAgB,EAChBC,eAAe,QACV,4BAAwB;AAC/B,SAASC,SAAS,QAAQ,0BAAsB;AAChD,SAASC,wBAAwB,EAAEC,gBAAgB,QAAQ,kCAA8B;AACzF,SACEC,wBAAwB,EACxBC,kBAAkB,EAElBC,cAAc,QACT,0BAAsB;AAE7B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,uBAAuBC,KAA6B;;IAClE,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGH;IAClC,MAAMI,YAAY5B;IAClB,sEAAsE;IACtE,uEAAuE;IACvE,sEAAsE;IACtE,sEAAsE;IACtE,MAAM,EAAE6B,OAAOC,SAAS,EAAEC,YAAY,EAAEC,SAAS,EAAE,GAAG/B,YAAY;QAAEwB;QAAQC;IAAI;IAChF,yEAAyE;IACzE,4DAA4D;IAC5D,MAAMO,SAASnC,QAAQ,IAAOkC,YAAY;eAAIA;SAAU,GAAG,MAAO;QAACA;KAAU;IAC7E,MAAME,kBAAUH,gCAAAA,aAAcG,OAAO,mBAAI;IACzC,MAAMC,YAAaT,cAAAA,MAAO;IAC1B;;;;GAIC,GACD,MAAM,CAACU,MAAMC,QAAQ,GAAGtC,SAGrB,IAAO,CAAA;YAAEuC,QAAQ;YAAOC,OAAOC,KAAKC,GAAG;QAAG,CAAA;IAC7C,MAAMC,QAAQ5C,QACZ,IAAMwB,eAAec,KAAKE,MAAM,EAAEF,KAAKG,KAAK,GAC5C;QAACH;KAAK;IAER,MAAMO,SAAS7C,QAAQ,IAAMI,UAAUyB,mBAAAA,WAAY,KAAK;QAACA;KAAS;IAClE,MAAMiB,UAAU/C,YAAY;QAC1B,IAAIiC,WAAW;YACbZ,yBAAyBJ,kBAAkB;gBAAEe,OAAOC;gBAAWG;gBAAQC;YAAQ;QACjF;QACA,uEAAuE;QACvE,2DAA2D;QAC3DG,QAAQ,CAACQ,UAAa,CAAA;gBAAEP,QAAQO,QAAQP,MAAM;gBAAEC,OAAOC,KAAKC,GAAG;YAAG,CAAA;IACpE,GAAG;QAACX;QAAWG;QAAQC;KAAQ;IAE/B,MAAMY,SAAShD,QACb,IACEgC,YACI;YACED,OAAOC;YACPG;YACAC;YACAR,KAAKS;YACLG,QAAQF,KAAKE,MAAM;YACnBI;YACAH,OAAOH,KAAKG,KAAK;YACjBI;QACF,IACA,MACN;QAACb;QAAWG;QAAQC;QAASC;QAAWC;QAAMM;QAAOC;KAAO;IAG9D;;;GAGC,GACD,MAAMI,gBAAgB5B,iBACpB,IACEW,YACInC,mBACEC,MACEmB,iBAAiBa,WAAWE,WAAW,gBACpCd,gBAAgBiB,UAErBe,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK,IAC1C,MACN,sEAAsE;IACtE,sDAAsD;IACtD;QAACvB;QAAWE;QAAWG;QAAQG,KAAKG,KAAK;KAAC,EAC1CO,SAAS;QAAEM,UAAUvC,eAAeiC,QAAQ;IAAkB,IAAI,CAAC;IAGrE,qBACE,MAACvD;QAAM8D,SAAS;;0BACd,MAAC9D;gBACC+D,WAAU;gBACVD,SAAS;gBACTE,IAAI;oBACFC,YAAY;oBACZC,gBAAgB;oBAChBC,UAAU;gBACZ;;kCAEA,KAAChE;wBAAWiE,SAAQ;wBAAKC,WAAU;kCAChC;;kCAEH,MAACrE;wBAAM+D,WAAU;wBAAMD,SAAS;wBAAGE,IAAI;4BAAEC,YAAY;4BAAUE,UAAU;4BAAQG,QAAQ;wBAAE;;0CACzF,KAACpE;gCACCqE,SAAS;gCACTC,MAAK;gCACLC,OAAM;gCACNC,OAAO7B,KAAKE,MAAM;gCAClB4B,UAAU,CAACC,QAAQC;oCACjB,IAAIA,MAAM;wCACR/B,QAAQ;4CAAEC,QAAQ8B;4CAAyB7B,OAAOC,KAAKC,GAAG;wCAAG;oCAC/D;gCACF;gCACA4B,cAAW;0CAEVhD,mBAAmBiD,GAAG,CAAC,CAAChC,uBACvB,KAAC9C;wCAA0ByE,OAAO3B;kDAC/BlB,wBAAwB,CAACkB,OAAO;uCADhBA;;0CAKvB,KAAChD;gCACCyE,MAAK;gCACLQ,yBAAW,KAACnF;oCAAQoF,MAAMrF,WAAWqF,IAAI;oCAAET,MAAM;;gCACjDU,UAAU,CAAC3B;gCACX4B,SAAS9B;0CAER;;;;;;YAINE,uBACC;;kCAQE,KAACzD;wBACCgE,SAAS;wBACTsB,OAAO;4BACL;gCACEC,KAAK;gCACLC,wBACE,KAACvE;oCAAkBwC,QAAQA;oCAAQC,eAAeA;;4BAEtD;4BACA;gCACE6B,KAAK;gCACLC,wBACE,KAACxE;oCAAgByC,QAAQA;oCAAQC,eAAeA;;4BAEpD;4BACA;gCAAE6B,KAAK;gCAAqBC,wBAAU,KAAClE;oCAAqBmC,QAAQA;;4BAAW;4BAC/E;gCAAE8B,KAAK;gCAAeC,wBAAU,KAACrE;oCAAesC,QAAQA;oCAAQrB,QAAQA;;4BAAW;4BACnF;gCAAEmD,KAAK;gCAAgBC,wBAAU,KAACpE;oCAAeqC,QAAQA;oCAAQrB,QAAQA;;4BAAW;4BACpF;gCAAEmD,KAAK;gCAAYC,wBAAU,KAACnE;oCAAaoC,QAAQA;;4BAAW;4BAC9D;gCACE8B,KAAK;gCACL;;;;;;;;;gBASA,GACAC,wBACE,MAACtF;oCAAM8D,SAAS;;sDACd,KAACjD;4CAAgB0C,QAAQA;;sDACzB,KAAClC;4CAAmBkC,QAAQA;;;;4BAGlC;yBACD;;kCAMH,MAACvD;wBAAM8D,SAAS;;0CACd,KAAClD;gCAAa2C,QAAQA;;0CACtB,KAACvC;gCAAauC,QAAQA;;0CACtB,KAAC7B;gCAAU6B,QAAQA;;;;;+BAIvB,KAACpD;gBAAWiE,SAAQ;gBAAQK,OAAM;0BAC/B;;;;AAKX;AACAzC,uBAAuBuD,WAAW,GAAG;AAErC,eAAevD,uBAAsB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { LeadSourceCard } from './reports/lead-source-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\nimport {\n  CRM_REPORT_PERIOD_LABELS,\n  CRM_REPORT_PERIODS,\n  type CrmReportPeriod,\n  crmReportRange,\n} from '../model/crm-reports'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        useFlexGap\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack useFlexGap direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'lead-sources', children: <LeadSourceCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default ContactsReportsSection\n"],"names":["mdiRefresh","MdiIcon","CardColumns","Button","Stack","ToggleButton","ToggleButtonGroup","Typography","getCountFromServer","query","useCallback","useMemo","useState","useFirestore","useCrmScope","crmRoutes","ActivityCard","ClosedDealsCard","ContactsMixCard","ContactsTrendCard","ForecastCard","LeadFunnelCard","LeadSourceCard","PipelineCard","SourceConversionCard","WonLostByOwnerCard","reportCacheKey","reportCachePrefix","scopedCollection","visibleToClause","TasksCard","invalidateAggregateReads","useAggregateRead","CRM_REPORT_PERIOD_LABELS","CRM_REPORT_PERIODS","crmReportRange","ContactsReportsSection","props","hostId","org","basePath","firestore","scope","dataScope","consentGroup","visibleTo","tokens","groupId","orgRecord","view","setView","period","nowMs","Date","now","range","routes","refresh","current","report","totalContacts","then","snapshot","data","count","cacheKey","spacing","useFlexGap","direction","sx","alignItems","justifyContent","flexWrap","variant","component","rowGap","exclusive","size","color","value","onChange","_event","next","aria-label","map","startIcon","path","disabled","onClick","items","key","children","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,UAAU,QAAQ,yBAAwB;AACnD,SACEC,OAAO,QAAQ,uBAAsB;AACvC,SAASC,WAAW,QAAQ,+CAA8C;AAC1E,SACEC,MAAM,EACNC,KAAK,EACLC,YAAY,EACZC,iBAAiB,EACjBC,UAAU,QACL,gBAAe;AACtB,SAASC,kBAAkB,EAAEC,KAAK,QAAQ,qBAAoB;AAC9D,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,iBAAiB,QAAQ,mCAA+B;AACjE,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,YAAY,QAAQ,6BAAyB;AACtD,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,kBAAkB,QAAQ,sCAAkC;AACrE,SAEEC,cAAc,EACdC,iBAAiB,EACjBC,gBAAgB,EAChBC,eAAe,QACV,4BAAwB;AAC/B,SAASC,SAAS,QAAQ,0BAAsB;AAChD,SAASC,wBAAwB,EAAEC,gBAAgB,QAAQ,kCAA8B;AACzF,SACEC,wBAAwB,EACxBC,kBAAkB,EAElBC,cAAc,QACT,0BAAsB;AAE7B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,uBAAuBC,KAA6B;;IAClE,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGH;IAClC,MAAMI,YAAY5B;IAClB,sEAAsE;IACtE,uEAAuE;IACvE,sEAAsE;IACtE,sEAAsE;IACtE,MAAM,EAAE6B,OAAOC,SAAS,EAAEC,YAAY,EAAEC,SAAS,EAAE,GAAG/B,YAAY;QAAEwB;QAAQC;IAAI;IAChF,yEAAyE;IACzE,4DAA4D;IAC5D,MAAMO,SAASnC,QAAQ,IAAOkC,YAAY;eAAIA;SAAU,GAAG,MAAO;QAACA;KAAU;IAC7E,MAAME,kBAAUH,gCAAAA,aAAcG,OAAO,mBAAI;IACzC,MAAMC,YAAaT,cAAAA,MAAO;IAC1B;;;;GAIC,GACD,MAAM,CAACU,MAAMC,QAAQ,GAAGtC,SAGrB,IAAO,CAAA;YAAEuC,QAAQ;YAAOC,OAAOC,KAAKC,GAAG;QAAG,CAAA;IAC7C,MAAMC,QAAQ5C,QACZ,IAAMwB,eAAec,KAAKE,MAAM,EAAEF,KAAKG,KAAK,GAC5C;QAACH;KAAK;IAER,MAAMO,SAAS7C,QAAQ,IAAMI,UAAUyB,mBAAAA,WAAY,KAAK;QAACA;KAAS;IAClE,MAAMiB,UAAU/C,YAAY;QAC1B,IAAIiC,WAAW;YACbZ,yBAAyBJ,kBAAkB;gBAAEe,OAAOC;gBAAWG;gBAAQC;YAAQ;QACjF;QACA,uEAAuE;QACvE,2DAA2D;QAC3DG,QAAQ,CAACQ,UAAa,CAAA;gBAAEP,QAAQO,QAAQP,MAAM;gBAAEC,OAAOC,KAAKC,GAAG;YAAG,CAAA;IACpE,GAAG;QAACX;QAAWG;QAAQC;KAAQ;IAE/B,MAAMY,SAAShD,QACb,IACEgC,YACI;YACED,OAAOC;YACPG;YACAC;YACAR,KAAKS;YACLG,QAAQF,KAAKE,MAAM;YACnBI;YACAH,OAAOH,KAAKG,KAAK;YACjBI;QACF,IACA,MACN;QAACb;QAAWG;QAAQC;QAASC;QAAWC;QAAMM;QAAOC;KAAO;IAG9D;;;GAGC,GACD,MAAMI,gBAAgB5B,iBACpB,IACEW,YACInC,mBACEC,MACEmB,iBAAiBa,WAAWE,WAAW,gBACpCd,gBAAgBiB,UAErBe,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK,IAC1C,MACN,sEAAsE;IACtE,sDAAsD;IACtD;QAACvB;QAAWE;QAAWG;QAAQG,KAAKG,KAAK;KAAC,EAC1CO,SAAS;QAAEM,UAAUvC,eAAeiC,QAAQ;IAAkB,IAAI,CAAC;IAGrE,qBACE,MAACvD;QAAM8D,SAAS;;0BACd,MAAC9D;gBACC+D,UAAU;gBACVC,WAAU;gBACVF,SAAS;gBACTG,IAAI;oBACFC,YAAY;oBACZC,gBAAgB;oBAChBC,UAAU;gBACZ;;kCAEA,KAACjE;wBAAWkE,SAAQ;wBAAKC,WAAU;kCAChC;;kCAEH,MAACtE;wBAAM+D,UAAU;wBAACC,WAAU;wBAAMF,SAAS;wBAAGG,IAAI;4BAAEC,YAAY;4BAAUE,UAAU;4BAAQG,QAAQ;wBAAE;;0CACpG,KAACrE;gCACCsE,SAAS;gCACTC,MAAK;gCACLC,OAAM;gCACNC,OAAO9B,KAAKE,MAAM;gCAClB6B,UAAU,CAACC,QAAQC;oCACjB,IAAIA,MAAM;wCACRhC,QAAQ;4CAAEC,QAAQ+B;4CAAyB9B,OAAOC,KAAKC,GAAG;wCAAG;oCAC/D;gCACF;gCACA6B,cAAW;0CAEVjD,mBAAmBkD,GAAG,CAAC,CAACjC,uBACvB,KAAC9C;wCAA0B0E,OAAO5B;kDAC/BlB,wBAAwB,CAACkB,OAAO;uCADhBA;;0CAKvB,KAAChD;gCACC0E,MAAK;gCACLQ,yBAAW,KAACpF;oCAAQqF,MAAMtF,WAAWsF,IAAI;oCAAET,MAAM;;gCACjDU,UAAU,CAAC5B;gCACX6B,SAAS/B;0CAER;;;;;;YAINE,uBACC;;kCAQE,KAACzD;wBACCgE,SAAS;wBACTuB,OAAO;4BACL;gCACEC,KAAK;gCACLC,wBACE,KAACxE;oCAAkBwC,QAAQA;oCAAQC,eAAeA;;4BAEtD;4BACA;gCACE8B,KAAK;gCACLC,wBACE,KAACzE;oCAAgByC,QAAQA;oCAAQC,eAAeA;;4BAEpD;4BACA;gCAAE8B,KAAK;gCAAqBC,wBAAU,KAACnE;oCAAqBmC,QAAQA;;4BAAW;4BAC/E;gCAAE+B,KAAK;gCAAeC,wBAAU,KAACtE;oCAAesC,QAAQA;oCAAQrB,QAAQA;;4BAAW;4BACnF;gCAAEoD,KAAK;gCAAgBC,wBAAU,KAACrE;oCAAeqC,QAAQA;oCAAQrB,QAAQA;;4BAAW;4BACpF;gCAAEoD,KAAK;gCAAYC,wBAAU,KAACpE;oCAAaoC,QAAQA;;4BAAW;4BAC9D;gCACE+B,KAAK;gCACL;;;;;;;;;gBASA,GACAC,wBACE,MAACvF;oCAAM8D,SAAS;;sDACd,KAACjD;4CAAgB0C,QAAQA;;sDACzB,KAAClC;4CAAmBkC,QAAQA;;;;4BAGlC;yBACD;;kCAMH,MAACvD;wBAAM8D,SAAS;;0CACd,KAAClD;gCAAa2C,QAAQA;;0CACtB,KAACvC;gCAAauC,QAAQA;;0CACtB,KAAC7B;gCAAU6B,QAAQA;;;;;+BAIvB,KAACpD;gBAAWkE,SAAQ;gBAAQK,OAAM;0BAC/B;;;;AAKX;AACA1C,uBAAuBwD,WAAW,GAAG;AAErC,eAAexD,uBAAsB"}

package/src/lib/components/settings-section.d.ts

@@ -48,6 +48,24 @@ export declare function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardPr
 export declare namespace AutoCreateCompaniesCard {
     var displayName: string;
 }
+/**
+ * "Default sharing for new records" (AGL-3662) — what a new contact,
+ * company, deal or task starts shared with, set apart from the org's
+ * defaults for new datasets and media.
+ *
+ * Changes nothing that already exists: narrowing an address book from a
+ * select would hide records from sites already working them, with no
+ * confirmation. Each record's own sharing is where that is decided.
+ *
+ * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM
+ * creator stamp from, so the control cannot show one thing while records
+ * get another — including for an org that has never set it, which inherits
+ * the dataset default it shared before the split.
+ */
+export declare function DefaultRecordSharingCard(props: AutoCreateCompaniesCardProps): import("react").JSX.Element;
+export declare namespace DefaultRecordSharingCard {
+    var displayName: string;
+}
 export interface AssignmentCardProps {
     /** The site the section is read under, or `null` at the organization level. */
     hostId: string | null;

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

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { canManageOrg, CRM_ASSIGNMENT_RULES_MAX, CRM_ASSIGNMENT_RULES_PATH, CRM_AUTO_CREATE_COMPANIES_PATH, CRM_ROUND_ROBIN_POOL_MAX, CRM_ROUND_ROBIN_POOL_PATH, crmHostDefaultOwnerSegments, describeAssignmentRule, orgAutoCreatesCompanies, pluginDocsHelp, readCrmAssignmentSettings, roundRobinOrder, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { canManageOrg, CRM_ASSIGNMENT_RULES_MAX, CRM_ASSIGNMENT_RULES_PATH, CRM_AUTO_CREATE_COMPANIES_PATH, CRM_DEFAULT_RECORD_SCOPE_PATH, CRM_ROUND_ROBIN_POOL_MAX, CRM_ROUND_ROBIN_POOL_PATH, crmDefaultScopeOf, crmHostDefaultOwnerSegments, describeAssignmentRule, orgAutoCreatesCompanies, pluginDocsHelp, readCrmAssignmentSettings, roundRobinOrder, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
@@ -158,6 +158,98 @@ import SharingRulesCard from "./sharing-rules-card.js";
     });
 }
 AutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard';
+/**
+ * "Default sharing for new records" (AGL-3662) — what a new contact,
+ * company, deal or task starts shared with, set apart from the org's
+ * defaults for new datasets and media.
+ *
+ * Changes nothing that already exists: narrowing an address book from a
+ * select would hide records from sites already working them, with no
+ * confirmation. Each record's own sharing is where that is decided.
+ *
+ * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM
+ * creator stamp from, so the control cannot show one thing while records
+ * get another — including for an org that has never set it, which inherits
+ * the dataset default it shared before the split.
+ */ export function DefaultRecordSharingCard(props) {
+    var _crmDefaultScopeOf;
+    const { hostId, org } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const { orgId, ready: scopeReady } = useCrmScope({
+        hostId,
+        org
+    });
+    const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId);
+    const stored = (_crmDefaultScopeOf = crmDefaultScopeOf(org)) != null ? _crmDefaultScopeOf : 'host';
+    const [value, setValue] = useState(stored);
+    const [busy, setBusy] = useState(false);
+    useEffect(()=>setValue(stored), [
+        stored
+    ]);
+    const handleChange = async (next)=>{
+        if (!orgId || !canManage) return;
+        setValue(next);
+        setBusy(true);
+        try {
+            await updateDoc(doc(firestore, 'orgs', orgId), {
+                [CRM_DEFAULT_RECORD_SCOPE_PATH]: next
+            });
+            enqueueSnackbar('Default sharing updated', {
+                variant: 'success',
+                persist: false
+            });
+        } catch (error) {
+            console.error(error);
+            setValue(stored);
+            enqueueSnackbar('The setting could not be saved', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setBusy(false);
+        }
+    };
+    const ready = scopeReady && roleReady;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Default sharing for new records',
+        help: pluginDocsHelp('crmSettings'),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1,
+            sx: {
+                maxWidth: 480
+            },
+            children: [
+                /*#__PURE__*/ _jsxs(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "New contacts, companies, deals and tasks are shared with",
+                    value: value,
+                    disabled: !ready || !canManage || busy,
+                    onChange: (event)=>void handleChange(event.target.value),
+                    helperText: 'Only affects records created from now on. Datasets and media ' + 'have defaults of their own, on the organization Data and ' + 'Media pages.',
+                    children: [
+                        /*#__PURE__*/ _jsx(MenuItem, {
+                            value: "org",
+                            children: 'All sites'
+                        }),
+                        /*#__PURE__*/ _jsx(MenuItem, {
+                            value: "host",
+                            children: 'The site they came in on, and its consent group'
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(ManagersOnlyNote, {
+                    ready: ready,
+                    canManage: canManage
+                })
+            ]
+        })
+    });
+}
+DefaultRecordSharingCard.displayName = 'DefaultRecordSharingCard';
 /** The caption every card shows a member who may read but not change it. */ function ManagersOnlyNote(props) {
     return props.ready && !props.canManage ? /*#__PURE__*/ _jsx(Typography, {
         variant: "caption",
@@ -749,6 +841,10 @@ RoundRobinCard.displayName = 'RoundRobinCard';
     return /*#__PURE__*/ _jsxs(Stack, {
         spacing: 3,
         children: [
+            /*#__PURE__*/ _jsx(DefaultRecordSharingCard, {
+                hostId: hostId,
+                org: org
+            }),
             /*#__PURE__*/ _jsx(AutoCreateCompaniesCard, {
                 hostId: hostId,
                 org: org