@aglyn/plugins-crm 1.0.0-beta.231 → 1.0.0-beta.232

package/src/lib/components/recipes-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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 {\n  type AglynOrgBilling,\n  checkEntitlement,\n  planLabelGrantingFeature,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { pluginRecordListHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  ceilingedWindow,\n  collectionCeiling,\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n  CrmRecipeInstallResult,\n  CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport {\n  CRM_ACTION_RECIPES,\n  type CrmActionRecipe,\n  type CrmActionRecipeId,\n} from '../model/crm-recipes'\nimport { useCrmApi } from './use-crm-api'\n\n/** How many of a site's forms the picker offers before it says it stopped. */\nconst FORM_OPTION_CEILING = 100\n\n/**\n * The site's list of actions — where an installed action lives and is\n * edited — at the address the plugin that keeps actions publishes, or `null`\n * for a site whose subdomain the mount could not answer or a workspace where\n * no plugin keeps actions, which is named and not linked.\n */\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string | null {\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain\n    ? pluginRecordListHref('action', { orgSlug: mount.orgSlug, host: subdomain })\n    : null\n}\n\n/**\n * Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n */\ntype SiteStanding = 'installed' | 'maybe' | 'clear' | 'unread'\n\nfunction standingOf(\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null,\n  hostId: string,\n  recipeId: CrmActionRecipeId,\n): SiteStanding {\n  const site = status?.get(hostId)\n  if (!site) return 'unread'\n  if (site.installed.includes(recipeId)) return 'installed'\n  return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/**\n * The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n */\nfunction useRecipeStatus(mount: CrmOrgMount | null) {\n  const api = useCrmApi(null)\n  const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> | null>(null)\n  const [error, setError] = useState<string | null>(null)\n  const refresh = useCallback(async () => {\n    try {\n      const { response, payload } = await api('recipe-status', {})\n      if (!response.ok) {\n        setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n        return\n      }\n      const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n      setSites(new Map(answered.map((site) => [site.hostId, site])))\n      setError(null)\n    } catch (caught) {\n      console.error(caught)\n      setError('Which sites carry a recipe could not be read.')\n    }\n  }, [api])\n  const hostsReady = Boolean(mount?.hostsReady)\n  useEffect(() => {\n    if (hostsReady) void refresh()\n  }, [hostsReady, refresh])\n  return { sites, error, refresh }\n}\n\n/** A site's name, linked into its Actions page when the link is known. */\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n  const { mount, hostId } = props\n  const href = siteActionsHref(mount, hostId)\n  const name = mount.siteName(hostId)\n  return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/** One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. */\nfunction InstalledOn(props: {\n  mount: CrmOrgMount\n  recipe: CrmActionRecipe\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n}) {\n  const { mount, recipe, status } = props\n  if (!status) {\n    return (\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Reading…'}\n      </Typography>\n    )\n  }\n  const installed = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'installed',\n  )\n  const maybe = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n  )\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\">\n        {installed.length === 0\n          ? 'Not installed on any site yet.'\n          : installed.map((host, index) => (\n              <Fragment key={host.id}>\n                {index > 0 ? ', ' : null}\n                <SiteLink mount={mount} hostId={host.id} />\n              </Fragment>\n            ))}\n      </Typography>\n      {maybe.length > 0 ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n            'actions there were saved before recipes were tracked.'}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n  recipe: CrmActionRecipe\n  mount: CrmOrgMount\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n  onClose: () => void\n  onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/**\n * The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n *\n * The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n */\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n  const { recipe, mount, status, onClose, onInstalled } = props\n  const firestore = useFirestore()\n  const api = useCrmApi(null)\n  const needsForm = recipe.picks?.kind === 'form'\n  const [hostId, setHostId] = useState(() => {\n    const pick = mount.createHostId\n    return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n  })\n  const [formId, setFormId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n    () =>\n      needsForm && hostId\n        ? collectionCeiling(\n            collection(firestore, 'hosts', hostId, 'forms'),\n            FORM_OPTION_CEILING,\n          )\n        : null,\n    [firestore, needsForm, hostId],\n    { idField: '$id' },\n  )\n  const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n    formRead,\n    FORM_OPTION_CEILING,\n  )\n  const formOptions = useMemo(\n    () =>\n      (formDocs ?? [])\n        .filter((form: any) => !form.archivedAt)\n        .map((form: any) => ({\n          id: form.$id as string,\n          name: (String(form.displayName ?? '').trim() || form.$id) as string,\n        }))\n        .sort((a: { name: string }, b: { name: string }) =>\n          a.name.localeCompare(b.name),\n        ),\n    [formDocs],\n  )\n  const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n  const canInstall =\n    Boolean(hostId) && (!needsForm || Boolean(formId)) && !busy && !formsLoading\n\n  const handleInstall = async () => {\n    if (!canInstall) return\n    setBusy(true)\n    setError(null)\n    try {\n      const { response, payload } = await api('recipe-install', {\n        hostId,\n        recipeId: recipe.id,\n        ...(formId ? { formId } : {}),\n      })\n      if (!response.ok) {\n        setError(payload?.error ?? 'The recipe could not be installed.')\n        return\n      }\n      onInstalled(payload as CrmRecipeInstallResult, hostId)\n    } catch (caught) {\n      console.error(caught)\n      setError('The recipe could not be installed.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const siteSuffix = (id: string) => {\n    const standing = standingOf(status, id, recipe.id)\n    if (standing === 'installed') return ' — installed'\n    if (standing === 'maybe') return ' — may already have it'\n    return ''\n  }\n\n  return (\n    <Stack spacing={2} sx={{ width: 380, p: 3 }}>\n      <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {recipe.description}\n      </Typography>\n      <TextField\n        select\n        size=\"small\"\n        label=\"Site\"\n        value={hostId}\n        onChange={(event) => {\n          setHostId(event.target.value)\n          setFormId('')\n          setError(null)\n        }}\n        disabled={busy}\n        helperText={\n          mount.hosts.length === 0\n            ? 'This organization has no sites yet.'\n            : 'The action is written into this site’s Automation → Actions.'\n        }\n        fullWidth\n      >\n        {mount.hosts.map((host) => (\n          <MenuItem\n            key={host.id}\n            value={host.id}\n            disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n          >\n            {`${host.name}${siteSuffix(host.id)}`}\n          </MenuItem>\n        ))}\n      </TextField>\n      {needsForm ? (\n        <TextField\n          select\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          disabled={!hostId || busy || formsLoading}\n          helperText={\n            !hostId\n              ? 'Pick the site first; the recipe is keyed on one of its forms.'\n              : formsLoading\n                ? 'Loading the site’s forms…'\n                : formOptions.length === 0\n                  ? 'This site has no live forms.'\n                  : formsTruncated\n                    ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n                    : 'Contacts this form makes are tagged with its name.'\n          }\n          fullWidth\n        >\n          {formOptions.map((form) => (\n            <MenuItem key={form.id} value={form.id}>\n              {form.name}\n            </MenuItem>\n          ))}\n        </TextField>\n      ) : null}\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'The action is created enabled, exactly as the recipe defines it. ' +\n          'Change anything afterwards from the site’s Automation → Actions page.'}\n      </Typography>\n      {error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1}>\n        <Button\n          variant=\"contained\"\n          color=\"primary\"\n          disabled={!canInstall}\n          onClick={() => void handleInstall()}\n        >\n          {busy ? 'Installing…' : 'Install'}\n        </Button>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n *\n * ## Why this card exists at the org level and nowhere else\n *\n * Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n *\n * ## \"Installed on\" reads the stamp, and says when it cannot\n *\n * The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n *\n * ## Creation opens a drawer\n *\n * Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n  const { org } = props\n  const mount = useCrmOrgMount()\n  const { enqueueSnackbar } = useSnackbar()\n  const status = useRecipeStatus(mount)\n  const refreshStatus = status.refresh\n  const [installing, setInstalling] = useState<CrmActionRecipe | null>(null)\n  const [lastInstall, setLastInstall] = useState<{\n    hostId: string\n    name: string\n  } | null>(null)\n\n  const entitled = checkEntitlement(org, 'actions')\n  const canInstall = Boolean(mount?.hostsReady) && entitled\n\n  const handleInstalled = useCallback(\n    (result: CrmRecipeInstallResult, hostId: string) => {\n      setInstalling(null)\n      setLastInstall({ hostId, name: result.name })\n      enqueueSnackbar(\n        `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n        { variant: 'success', persist: false },\n      )\n      void refreshStatus()\n    },\n    [enqueueSnackbar, mount, refreshStatus],\n  )\n\n  // Mounted by the section only beneath the org hub's provider; the hooks\n  // above run either way, so the render order never depends on the mount.\n  if (!mount) return null\n\n  const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n  return (\n    <CardDisplay\n      header={'Recipes'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Ready-made automations for the CRM. Install one on a site and the ' +\n            'action is written into that site’s Automation → Actions as the ' +\n            'recipe defines it, where it can be edited like any other action.'}\n        </Typography>\n        {lastInstall ? (\n          <Alert\n            severity=\"success\"\n            onClose={() => setLastInstall(null)}\n            action={\n              lastInstallHref ? (\n                // A link dressed as a button: the anchor carries its own\n                // href, so it keeps the link role a navigation door has.\n                <Button\n                  component={AppLink as any}\n                  {...({\n                    componentVariant: 'naked',\n                    nativeButton: false,\n                  } as any)}\n                  href={lastInstallHref}\n                  size=\"small\"\n                  color=\"inherit\"\n                >\n                  {'Open Automation → Actions'}\n                </Button>\n              ) : undefined\n            }\n          >\n            {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n          </Alert>\n        ) : null}\n        {status.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {status.error}\n          </Typography>\n        ) : null}\n        <ScrollTable size=\"small\">\n          <TableHead>\n            <TableRow>\n              <TableCell>{'Recipe'}</TableCell>\n              <TableCell>{'Installed on'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {CRM_ACTION_RECIPES.map((recipe) => (\n              <TableRow key={recipe.id} hover>\n                <TableCell sx={{ maxWidth: 360 }}>\n                  <Typography variant=\"body2\">{recipe.title}</Typography>\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {recipe.description}\n                  </Typography>\n                </TableCell>\n                <TableCell>\n                  <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 120 }}>\n                  <Button\n                    size=\"small\"\n                    variant=\"outlined\"\n                    disabled={!canInstall}\n                    onClick={() => setInstalling(recipe)}\n                  >\n                    {'Install'}\n                    <SrOnly>{` ${recipe.title}`}</SrOnly>\n                  </Button>\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n        {!entitled ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n              'plan — see Billing to upgrade.'}\n          </Typography>\n        ) : null}\n        {mount.hostsReady && mount.hosts.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n        {installing ? (\n          <RecipeInstallForm\n            recipe={installing}\n            mount={mount}\n            status={status.sites}\n            onClose={() => setInstalling(null)}\n            onInstalled={handleInstalled}\n          />\n        ) : null}\n      </Drawer>\n    </CardDisplay>\n  )\n}\nRecipesCard.displayName = 'RecipesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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 {\n  type AglynOrgBilling,\n  checkEntitlement,\n  planLabelGrantingFeature,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { pluginRecordListHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  ceilingedWindow,\n  collectionCeiling,\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n  CrmRecipeInstallResult,\n  CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport {\n  CRM_ACTION_RECIPES,\n  type CrmActionRecipe,\n  type CrmActionRecipeId,\n} from '../model/crm-recipes'\nimport { useCrmApi } from './use-crm-api'\n\n/** How many of a site's forms the picker offers before it says it stopped. */\nconst FORM_OPTION_CEILING = 100\n\n/**\n * The site's list of actions — where an installed action lives and is\n * edited — at the address the plugin that keeps actions publishes, or `null`\n * for a site whose subdomain the mount could not answer or a workspace where\n * no plugin keeps actions, which is named and not linked.\n */\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string | null {\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain\n    ? pluginRecordListHref('action', { orgSlug: mount.orgSlug, host: subdomain })\n    : null\n}\n\n/**\n * Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n */\ntype SiteStanding = 'installed' | 'maybe' | 'clear' | 'unread'\n\nfunction standingOf(\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null,\n  hostId: string,\n  recipeId: CrmActionRecipeId,\n): SiteStanding {\n  const site = status?.get(hostId)\n  if (!site) return 'unread'\n  if (site.installed.includes(recipeId)) return 'installed'\n  return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/**\n * The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n */\nfunction useRecipeStatus(mount: CrmOrgMount | null) {\n  const api = useCrmApi(null)\n  const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> | null>(null)\n  const [error, setError] = useState<string | null>(null)\n  const refresh = useCallback(async () => {\n    try {\n      const { response, payload } = await api('recipe-status', {})\n      if (!response.ok) {\n        setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n        return\n      }\n      const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n      setSites(new Map(answered.map((site) => [site.hostId, site])))\n      setError(null)\n    } catch (caught) {\n      console.error(caught)\n      setError('Which sites carry a recipe could not be read.')\n    }\n  }, [api])\n  const hostsReady = Boolean(mount?.hostsReady)\n  useEffect(() => {\n    if (hostsReady) void refresh()\n  }, [hostsReady, refresh])\n  return { sites, error, refresh }\n}\n\n/** A site's name, linked into its Actions page when the link is known. */\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n  const { mount, hostId } = props\n  const href = siteActionsHref(mount, hostId)\n  const name = mount.siteName(hostId)\n  return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/** One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. */\nfunction InstalledOn(props: {\n  mount: CrmOrgMount\n  recipe: CrmActionRecipe\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n}) {\n  const { mount, recipe, status } = props\n  if (!status) {\n    return (\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Reading…'}\n      </Typography>\n    )\n  }\n  const installed = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'installed',\n  )\n  const maybe = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n  )\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\">\n        {installed.length === 0\n          ? 'Not installed on any site yet.'\n          : installed.map((host, index) => (\n              <Fragment key={host.id}>\n                {index > 0 ? ', ' : null}\n                <SiteLink mount={mount} hostId={host.id} />\n              </Fragment>\n            ))}\n      </Typography>\n      {maybe.length > 0 ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n            'actions there were saved before recipes were tracked.'}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n  recipe: CrmActionRecipe\n  mount: CrmOrgMount\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n  onClose: () => void\n  onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/**\n * The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n *\n * The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n */\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n  const { recipe, mount, status, onClose, onInstalled } = props\n  const firestore = useFirestore()\n  const api = useCrmApi(null)\n  const needsForm = recipe.picks?.kind === 'form'\n  const [hostId, setHostId] = useState(() => {\n    const pick = mount.createHostId\n    return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n  })\n  const [formId, setFormId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n    () =>\n      needsForm && hostId\n        ? collectionCeiling(\n            collection(firestore, 'hosts', hostId, 'forms'),\n            FORM_OPTION_CEILING,\n          )\n        : null,\n    [firestore, needsForm, hostId],\n    { idField: '$id' },\n  )\n  const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n    formRead,\n    FORM_OPTION_CEILING,\n  )\n  const formOptions = useMemo(\n    () =>\n      (formDocs ?? [])\n        .filter((form: any) => !form.archivedAt)\n        .map((form: any) => ({\n          id: form.$id as string,\n          name: (String(form.displayName ?? '').trim() || form.$id) as string,\n        }))\n        .sort((a: { name: string }, b: { name: string }) =>\n          a.name.localeCompare(b.name),\n        ),\n    [formDocs],\n  )\n  const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n  const canInstall =\n    Boolean(hostId) && (!needsForm || Boolean(formId)) && !busy && !formsLoading\n\n  const handleInstall = async () => {\n    if (!canInstall) return\n    setBusy(true)\n    setError(null)\n    try {\n      const { response, payload } = await api('recipe-install', {\n        hostId,\n        recipeId: recipe.id,\n        ...(formId ? { formId } : {}),\n      })\n      if (!response.ok) {\n        setError(payload?.error ?? 'The recipe could not be installed.')\n        return\n      }\n      onInstalled(payload as CrmRecipeInstallResult, hostId)\n    } catch (caught) {\n      console.error(caught)\n      setError('The recipe could not be installed.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const siteSuffix = (id: string) => {\n    const standing = standingOf(status, id, recipe.id)\n    if (standing === 'installed') return ' — installed'\n    if (standing === 'maybe') return ' — may already have it'\n    return ''\n  }\n\n  return (\n    <Stack spacing={2} sx={{ width: 380, maxWidth: '100vw', p: 3 }}>\n      <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {recipe.description}\n      </Typography>\n      <TextField\n        select\n        size=\"small\"\n        label=\"Site\"\n        value={hostId}\n        onChange={(event) => {\n          setHostId(event.target.value)\n          setFormId('')\n          setError(null)\n        }}\n        disabled={busy}\n        helperText={\n          mount.hosts.length === 0\n            ? 'This organization has no sites yet.'\n            : 'The action is written into this site’s Automation → Actions.'\n        }\n        fullWidth\n      >\n        {mount.hosts.map((host) => (\n          <MenuItem\n            key={host.id}\n            value={host.id}\n            disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n          >\n            {`${host.name}${siteSuffix(host.id)}`}\n          </MenuItem>\n        ))}\n      </TextField>\n      {needsForm ? (\n        <TextField\n          select\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          disabled={!hostId || busy || formsLoading}\n          helperText={\n            !hostId\n              ? 'Pick the site first; the recipe is keyed on one of its forms.'\n              : formsLoading\n                ? 'Loading the site’s forms…'\n                : formOptions.length === 0\n                  ? 'This site has no live forms.'\n                  : formsTruncated\n                    ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n                    : 'Contacts this form makes are tagged with its name.'\n          }\n          fullWidth\n        >\n          {formOptions.map((form) => (\n            <MenuItem key={form.id} value={form.id}>\n              {form.name}\n            </MenuItem>\n          ))}\n        </TextField>\n      ) : null}\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'The action is created enabled, exactly as the recipe defines it. ' +\n          'Change anything afterwards from the site’s Automation → Actions page.'}\n      </Typography>\n      {error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1}>\n        <Button\n          variant=\"contained\"\n          color=\"primary\"\n          disabled={!canInstall}\n          onClick={() => void handleInstall()}\n        >\n          {busy ? 'Installing…' : 'Install'}\n        </Button>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n *\n * ## Why this card exists at the org level and nowhere else\n *\n * Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n *\n * ## \"Installed on\" reads the stamp, and says when it cannot\n *\n * The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n *\n * ## Creation opens a drawer\n *\n * Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n  const { org } = props\n  const mount = useCrmOrgMount()\n  const { enqueueSnackbar } = useSnackbar()\n  const status = useRecipeStatus(mount)\n  const refreshStatus = status.refresh\n  const [installing, setInstalling] = useState<CrmActionRecipe | null>(null)\n  const [lastInstall, setLastInstall] = useState<{\n    hostId: string\n    name: string\n  } | null>(null)\n\n  const entitled = checkEntitlement(org, 'actions')\n  const canInstall = Boolean(mount?.hostsReady) && entitled\n\n  const handleInstalled = useCallback(\n    (result: CrmRecipeInstallResult, hostId: string) => {\n      setInstalling(null)\n      setLastInstall({ hostId, name: result.name })\n      enqueueSnackbar(\n        `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n        { variant: 'success', persist: false },\n      )\n      void refreshStatus()\n    },\n    [enqueueSnackbar, mount, refreshStatus],\n  )\n\n  // Mounted by the section only beneath the org hub's provider; the hooks\n  // above run either way, so the render order never depends on the mount.\n  if (!mount) return null\n\n  const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n  return (\n    <CardDisplay\n      header={'Recipes'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Ready-made automations for the CRM. Install one on a site and the ' +\n            'action is written into that site’s Automation → Actions as the ' +\n            'recipe defines it, where it can be edited like any other action.'}\n        </Typography>\n        {lastInstall ? (\n          <Alert\n            severity=\"success\"\n            onClose={() => setLastInstall(null)}\n            action={\n              lastInstallHref ? (\n                // A link dressed as a button: the anchor carries its own\n                // href, so it keeps the link role a navigation door has.\n                <Button\n                  component={AppLink as any}\n                  {...({\n                    componentVariant: 'naked',\n                    nativeButton: false,\n                  } as any)}\n                  href={lastInstallHref}\n                  size=\"small\"\n                  color=\"inherit\"\n                >\n                  {'Open Automation → Actions'}\n                </Button>\n              ) : undefined\n            }\n          >\n            {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n          </Alert>\n        ) : null}\n        {status.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {status.error}\n          </Typography>\n        ) : null}\n        <ScrollTable size=\"small\">\n          <TableHead>\n            <TableRow>\n              <TableCell>{'Recipe'}</TableCell>\n              <TableCell>{'Installed on'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {CRM_ACTION_RECIPES.map((recipe) => (\n              <TableRow key={recipe.id} hover>\n                <TableCell sx={{ maxWidth: 360 }}>\n                  <Typography variant=\"body2\">{recipe.title}</Typography>\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {recipe.description}\n                  </Typography>\n                </TableCell>\n                <TableCell>\n                  <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 120 }}>\n                  <Button\n                    size=\"small\"\n                    variant=\"outlined\"\n                    disabled={!canInstall}\n                    onClick={() => setInstalling(recipe)}\n                  >\n                    {'Install'}\n                    <SrOnly>{` ${recipe.title}`}</SrOnly>\n                  </Button>\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n        {!entitled ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n              'plan — see Billing to upgrade.'}\n          </Typography>\n        ) : null}\n        {mount.hostsReady && mount.hosts.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n        {installing ? (\n          <RecipeInstallForm\n            recipe={installing}\n            mount={mount}\n            status={status.sites}\n            onClose={() => setInstalling(null)}\n            onInstalled={handleInstalled}\n          />\n        ) : null}\n      </Drawer>\n    </CardDisplay>\n  )\n}\nRecipesCard.displayName = 'RecipesCard'\n\nexport default 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package/src/lib/components/reports/activity-card.js

@@ -190,6 +190,7 @@ const TASK_DONE_CEILING = 1000;
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-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 { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\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 {\n  activityLeaderboard,\n  type ActivityLeaderboardRow,\n  deltaPercent,\n} from '../../model/crm-reports'\n\n/**\n * How many activities and how many completed tasks the leaderboard is\n * grouped from.\n *\n * The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n */\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = [\n  'Teammate',\n  ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n  'Activities',\n  'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n *\n * ## Two windows, two indexes, one table\n *\n * Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n *\n * ## Why that is four indexes and not one\n *\n * The counts and the windows do not share an index, and neither do the two\n * audiences.\n *\n * A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n *\n * Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n *\n * The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n *\n * A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n *\n * ## Names\n *\n * Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n */\nexport function ActivityCard(props: ActivityCardProps) {\n  const { report } = props\n  const { scope, tokens, range, period, routes } = report\n  const firestore = useFirestore()\n  const roster = useOrgMemberOptions(scope[1])\n\n  const activitiesBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n      ...visibleToClause(tokens),\n      where('atMs', '>=', from),\n      where('atMs', '<', to),\n    )\n  const tasksDoneBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'done'),\n      where('completedAtMs', '>=', from),\n      where('completedAtMs', '<', to),\n    )\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n  const activityCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(activitiesBetween(range.from, range.to)),\n        countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:counts') },\n  )\n  const taskCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(tasksDoneBetween(range.from, range.to)),\n        countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n  )\n\n  const activityWindow = useWindowRead<ActivityRow>(\n    () =>\n      query(\n        activitiesBetween(range.from, range.to),\n        orderBy('atMs', 'desc'),\n        limit(ACTIVITY_CEILING + 1),\n      ),\n    ACTIVITY_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:window') },\n  )\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        tasksDoneBetween(range.from, range.to),\n        orderBy('completedAtMs', 'desc'),\n        limit(TASK_DONE_CEILING + 1),\n      ),\n    TASK_DONE_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n  )\n\n  const rows = useMemo(\n    () => activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: ActivityLeaderboardRow): string => {\n    if (!row.uid) return 'No teammate'\n    return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n  }\n  const teammates = rows.filter((row) => row.uid).length\n\n  const activitiesRead = activityWindow.status === 'success'\n  const tasksRead = taskWindow.status === 'success'\n  const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n  const caption = [\n    activityWindow.truncated\n      ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n      : null,\n    taskWindow.truncated\n      ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n      : null,\n  ]\n    .filter(Boolean)\n    .join(' and ')\n  const activityFigures = activityCounts.value\n  const taskFigures = taskCounts.value\n\n  return (\n    <CardDisplay\n      header={'Activity by teammate'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#activity-by-teammate',\n        excerpt:\n          'The calls, emails, meetings and notes each teammate logged in ' +\n          'the period, and the tasks they completed, busiest first. ' +\n          'Grouped from the period’s newest thousand of each.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('activity', period)}\n            columns={COLUMNS}\n            rows={() =>\n              rows.map((row) => [\n                nameOf(row),\n                ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n                row.activities,\n                tasksRead ? row.tasksDone : '',\n              ])\n            }\n            disabled={!activitiesRead || !rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Activities logged'}\n            value={activityFigures ? activityFigures.current.toLocaleString() : null}\n            deltaPct={\n              activityFigures\n                ? deltaPercent(activityFigures.current, activityFigures.previous)\n                : null\n            }\n            note={'counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Tasks completed'}\n            value={taskFigures ? taskFigures.current.toLocaleString() : null}\n            deltaPct={\n              taskFigures\n                ? deltaPercent(taskFigures.current, taskFigures.previous)\n                : null\n            }\n            note={'ticked off in the period'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Teammates active'}\n            value={settled ? teammates.toLocaleString() : null}\n            note={'logged or completed something'}\n          />\n        </Stack>\n        {activityCounts.status === 'error' || activityWindow.status === 'error' ? (\n          <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n        ) : null}\n        {taskCounts.status === 'error' || taskWindow.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n          </Alert>\n        ) : null}\n        <Section title={'Who did what'}>\n          {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                {rows.map((row) => (\n                  <TableRow key={row.uid || '$nobody'}>\n                    <TableCell>{nameOf(row)}</TableCell>\n                    {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n                      <TableCell key={kind} align=\"right\">\n                        {row.kinds[kind].toLocaleString()}\n                      </TableCell>\n                    ))}\n                    <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">\n                      {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n            </Typography>\n          )}\n          {rows.some((row) => !row.uid) ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`${caption}; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-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 { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\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 {\n  activityLeaderboard,\n  type ActivityLeaderboardRow,\n  deltaPercent,\n} from '../../model/crm-reports'\n\n/**\n * How many activities and how many completed tasks the leaderboard is\n * grouped from.\n *\n * The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n */\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = [\n  'Teammate',\n  ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n  'Activities',\n  'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n *\n * ## Two windows, two indexes, one table\n *\n * Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n *\n * ## Why that is four indexes and not one\n *\n * The counts and the windows do not share an index, and neither do the two\n * audiences.\n *\n * A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n *\n * Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n *\n * The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n *\n * A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n *\n * ## Names\n *\n * Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n */\nexport function ActivityCard(props: ActivityCardProps) {\n  const { report } = props\n  const { scope, tokens, range, period, routes } = report\n  const firestore = useFirestore()\n  const roster = useOrgMemberOptions(scope[1])\n\n  const activitiesBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n      ...visibleToClause(tokens),\n      where('atMs', '>=', from),\n      where('atMs', '<', to),\n    )\n  const tasksDoneBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'done'),\n      where('completedAtMs', '>=', from),\n      where('completedAtMs', '<', to),\n    )\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n  const activityCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(activitiesBetween(range.from, range.to)),\n        countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:counts') },\n  )\n  const taskCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(tasksDoneBetween(range.from, range.to)),\n        countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n  )\n\n  const activityWindow = useWindowRead<ActivityRow>(\n    () =>\n      query(\n        activitiesBetween(range.from, range.to),\n        orderBy('atMs', 'desc'),\n        limit(ACTIVITY_CEILING + 1),\n      ),\n    ACTIVITY_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:window') },\n  )\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        tasksDoneBetween(range.from, range.to),\n        orderBy('completedAtMs', 'desc'),\n        limit(TASK_DONE_CEILING + 1),\n      ),\n    TASK_DONE_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n  )\n\n  const rows = useMemo(\n    () => activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: ActivityLeaderboardRow): string => {\n    if (!row.uid) return 'No teammate'\n    return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n  }\n  const teammates = rows.filter((row) => row.uid).length\n\n  const activitiesRead = activityWindow.status === 'success'\n  const tasksRead = taskWindow.status === 'success'\n  const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n  const caption = [\n    activityWindow.truncated\n      ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n      : null,\n    taskWindow.truncated\n      ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n      : null,\n  ]\n    .filter(Boolean)\n    .join(' and ')\n  const activityFigures = activityCounts.value\n  const taskFigures = taskCounts.value\n\n  return (\n    <CardDisplay\n      header={'Activity by teammate'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#activity-by-teammate',\n        excerpt:\n          'The calls, emails, meetings and notes each teammate logged in ' +\n          'the period, and the tasks they completed, busiest first. ' +\n          'Grouped from the period’s newest thousand of each.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('activity', period)}\n            columns={COLUMNS}\n            rows={() =>\n              rows.map((row) => [\n                nameOf(row),\n                ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n                row.activities,\n                tasksRead ? row.tasksDone : '',\n              ])\n            }\n            disabled={!activitiesRead || !rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Activities logged'}\n            value={activityFigures ? activityFigures.current.toLocaleString() : null}\n            deltaPct={\n              activityFigures\n                ? deltaPercent(activityFigures.current, activityFigures.previous)\n                : null\n            }\n            note={'counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Tasks completed'}\n            value={taskFigures ? taskFigures.current.toLocaleString() : null}\n            deltaPct={\n              taskFigures\n                ? deltaPercent(taskFigures.current, taskFigures.previous)\n                : null\n            }\n            note={'ticked off in the period'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Teammates active'}\n            value={settled ? teammates.toLocaleString() : null}\n            note={'logged or completed something'}\n          />\n        </Stack>\n        {activityCounts.status === 'error' || activityWindow.status === 'error' ? (\n          <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n        ) : null}\n        {taskCounts.status === 'error' || taskWindow.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n          </Alert>\n        ) : null}\n        <Section title={'Who did what'}>\n          {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                {rows.map((row) => (\n                  <TableRow key={row.uid || '$nobody'}>\n                    <TableCell>{nameOf(row)}</TableCell>\n                    {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n                      <TableCell key={kind} align=\"right\">\n                        {row.kinds[kind].toLocaleString()}\n                      </TableCell>\n                    ))}\n                    <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">\n                      {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n            </Typography>\n          )}\n          {rows.some((row) => !row.uid) ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`${caption}; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default 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package/src/lib/components/reports/closed-deals-card.js

@@ -125,6 +125,7 @@ import { bucketByWeek, currencyOfDeals } from "../../model/crm-reports.js";
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

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

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-trend-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { getCountFromServer, query, Timestamp, where } from 'firebase/firestore'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportBarChart } from './report-bar-chart'\nimport { weekLabel } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { type AggregateRead, useAggregateRead } from './use-aggregate-read'\nimport { deltaPercent, weekBuckets } from '../../model/crm-reports'\n\nexport interface ContactsTrendCardProps {\n  report: CrmReportScope\n  /** The section's one count of every contact this reader may see. */\n  totalContacts: AggregateRead<number>\n}\n\ninterface ContactsTrend {\n  /** New contacts in the period — the sum of the weeks. */\n  current: number\n  /** New contacts in the period before it. */\n  previous: number\n  weekly: Array<{ start: number; end: number; count: number }>\n}\n\n/**\n * New contacts over the period, against the period before, week by week\n * (AGL-2604).\n *\n * ## Every number here is a server count\n *\n * One `getCountFromServer` per week of the period and one for the previous\n * period — fourteen reads for ninety days, billed as index entries rather\n * than documents — and NO document is downloaded to be counted. The period\n * figure is the sum of its weeks rather than a fifteenth read, so the tile\n * and the bars cannot disagree. The contacts list's head-count learned the\n * same lesson (AGL-1706): a count taken from a capped listener saturates at\n * the cap, and the org this page is for is the one with more contacts than\n * any listener should carry.\n *\n * The range is on `createdAt`, the timestamp every contact writer stamps —\n * the server upsert with `serverTimestamp()`, the console's add-by-hand with\n * a `Date` — so \"new\" means first captured, not last touched.\n */\nexport function ContactsTrendCard(props: ContactsTrendCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const trend = useAggregateRead<ContactsTrend>(() => {\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const createdBetween = (from: number, to: number) =>\n      getCountFromServer(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(from)),\n          where('createdAt', '<', Timestamp.fromMillis(to)),\n        ),\n      ).then((snapshot) => snapshot.data().count)\n    const buckets = weekBuckets(range.from, range.to)\n    return Promise.all([\n      createdBetween(range.previousFrom, range.previousTo),\n      ...buckets.map((bucket) => createdBetween(bucket.start, bucket.end)),\n    ]).then(([previous, ...weekly]) => ({\n      previous,\n      current: weekly.reduce((sum, count) => sum + count, 0),\n      weekly: buckets.map((bucket, index) => ({\n        ...bucket,\n        count: weekly[index] ?? 0,\n      })),\n    }))\n  }, [firestore, scope, tokens, range], { cacheKey: reportCacheKey(report, 'contacts:trend') })\n\n  const figures = trend.value\n  return (\n    <CardDisplay\n      header={'Contacts'}\n      help={pluginDocsHelp('crmReports', {\n        anchor: '#contacts',\n        excerpt:\n          'New contacts in the period against the period before it, week ' +\n          'by week, and how many contacts this site can see in all. Counted ' +\n          'on the server by when each contact was first captured.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'New contacts'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={\n              figures\n                ? figures.previous\n                  ? `${figures.previous.toLocaleString()} in the previous period`\n                  : 'none in the previous period'\n                : undefined\n            }\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Total contacts'}\n            value={\n              totalContacts.value === null\n                ? null\n                : totalContacts.value.toLocaleString()\n            }\n            note={'visible to this site'}\n            href={routes.section('contacts')}\n          />\n        </Stack>\n        {trend.status === 'error' || totalContacts.status === 'error' ? 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'Counting…' : 'Nothing in this period.'\n            }\n          />\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Each bar is seven days from the start of the period; the last ' +\n              'may be shorter.'}\n          </Typography>\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsTrendCard.displayName = 'ContactsTrendCard'\n\nexport default ContactsTrendCard\n"],"names":["pluginDocsHelp","CardDisplay","Section","Alert","Stack","Typography","getCountFromServer","query","Timestamp","where","useFirestore","ReportBarChart","weekLabel","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","deltaPercent","weekBuckets","ContactsTrendCard","props","report","totalContacts","scope","tokens","range","routes","firestore","trend","contacts","createdBetween","from","to","fromMillis","then","snapshot","data","count","buckets","Promise","all","previousFrom","previousTo","map","bucket","start","end","previous","weekly","current","reduce","sum","index","cacheKey","figures","value","header","help","anchor","excerpt","contentGutterX","contentGutterY","spacing","direction","sx","flexWrap","label","toLocaleString","deltaPct","note","undefined","href","section","status","severity","title","labels","week","series","name","color","values","emptyText","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,kBAAkB,EAAEC,KAAK,EAAEC,SAAS,EAAEC,KAAK,QAAQ,qBAAoB;AAChF,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,SAAS,QAAQ,qBAAiB;AAC3C,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAA6BC,gBAAgB,QAAQ,0BAAsB;AAC3E,SAASC,YAAY,EAAEC,WAAW,QAAQ,6BAAyB;AAgBnE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,kBAAkBC,KAA6B;;IAC7D,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGL;IACzC,MAAMM,YAAYlB;IAElB,MAAMmB,QAAQZ,iBAAgC;QAC5C,MAAMa,WAAWhB,iBAAiBc,WAAWJ,OAAO;QACpD,MAAMO,iBAAiB,CAACC,MAAcC,KACpC3B,mBACEC,MACEuB,aACGf,gBAAgBU,SACnBhB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACF,QAC9CvB,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACD,OAE/CE,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QAC5C,MAAMC,UAAUpB,YAAYO,MAAMM,IAAI,EAAEN,MAAMO,EAAE;QAChD,OAAOO,QAAQC,GAAG,CAAC;YACjBV,eAAeL,MAAMgB,YAAY,EAAEhB,MAAMiB,UAAU;eAChDJ,QAAQK,GAAG,CAAC,CAACC,SAAWd,eAAec,OAAOC,KAAK,EAAED,OAAOE,GAAG;SACnE,EAAEZ,IAAI,CAAC,CAAC,CAACa,UAAU,GAAGC,OAAO,GAAM,CAAA;gBAClCD;gBACAE,SAASD,OAAOE,MAAM,CAAC,CAACC,KAAKd,QAAUc,MAAMd,OAAO;gBACpDW,QAAQV,QAAQK,GAAG,CAAC,CAACC,QAAQQ;wBAEpBJ;2BAF+B,aACnCJ;wBACHP,KAAK,GAAEW,gBAAAA,MAAM,CAACI,MAAM,YAAbJ,gBAAiB;;;YAE5B,CAAA;IACF,GAAG;QAACrB;QAAWJ;QAAOC;QAAQC;KAAM,EAAE;QAAE4B,UAAUzC,eAAeS,QAAQ;IAAkB;IAE3F,MAAMiC,UAAU1B,MAAM2B,KAAK;IAC3B,qBACE,KAACvD;QACCwD,QAAQ;QACRC,MAAM1D,eAAe,cAAc;YACjC2D,QAAQ;YACRC,SACE,mEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1D;YAAM2D,SAAS;;8BACd,MAAC3D;oBAAM4D,WAAU;oBAAMD,SAAS;oBAAGE,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAClD;4BACCmD,OAAO;4BACPX,OAAOD,UAAUA,QAAQL,OAAO,CAACkB,cAAc,KAAK;4BACpDC,UAAUd,UAAUrC,aAAaqC,QAAQL,OAAO,EAAEK,QAAQP,QAAQ,IAAI;4BACtEsB,MACEf,UACIA,QAAQP,QAAQ,GACd,GAAGO,QAAQP,QAAQ,CAACoB,cAAc,GAAG,uBAAuB,CAAC,GAC7D,gCACFG;4BAENC,MAAM7C,OAAO8C,OAAO,CAAC;;sCAEvB,KAACzD;4BACCmD,OAAO;4BACPX,OACEjC,cAAciC,KAAK,KAAK,OACpB,OACAjC,cAAciC,KAAK,CAACY,cAAc;4BAExCE,MAAM;4BACNE,MAAM7C,OAAO8C,OAAO,CAAC;;;;gBAGxB5C,MAAM6C,MAAM,KAAK,WAAWnD,cAAcmD,MAAM,KAAK,wBACpD,KAACvE;oBAAMwE,UAAS;8BACb;qBAED;8BACJ,MAACzE;oBAAQ0E,OAAO;;sCACd,KAACjE;4BACCkE,QAAQ,SAACtB,2BAAAA,QAASN,MAAM,mBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAASlE,UAAUkE,KAAKhC,KAAK;4BAClEiC,QAAQ;gCACN;oCACEC,MAAM;oCACNC,OAAO;oCACPC,QAAQ,UAAC3B,2BAAAA,QAASN,MAAM,oBAAI,EAAE,EAAEL,GAAG,CAAC,CAACkC,OAASA,KAAKxC,KAAK;gCAC1D;6BACD;4BACD6C,WACEtD,MAAM6C,MAAM,KAAK,YAAY,cAAc;;sCAG/C,KAACrE;4BAAW+E,SAAQ;4BAAUH,OAAM;sCACjC,mEACC;;;;;;;AAMd;AACA7D,kBAAkBiE,WAAW,GAAG;AAEhC,eAAejE,kBAAiB"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-trend-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { getCountFromServer, query, Timestamp, where } from 'firebase/firestore'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportBarChart } from './report-bar-chart'\nimport { weekLabel } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { type AggregateRead, useAggregateRead } from './use-aggregate-read'\nimport { deltaPercent, weekBuckets } from '../../model/crm-reports'\n\nexport interface ContactsTrendCardProps {\n  report: CrmReportScope\n  /** The section's one count of every contact this reader may see. */\n  totalContacts: AggregateRead<number>\n}\n\ninterface ContactsTrend {\n  /** New contacts in the period — the sum of the weeks. */\n  current: number\n  /** New contacts in the period before it. */\n  previous: number\n  weekly: Array<{ start: number; end: number; count: number }>\n}\n\n/**\n * New contacts over the period, against the period before, week by week\n * (AGL-2604).\n *\n * ## Every number here is a server count\n *\n * One `getCountFromServer` per week of the period and one for the previous\n * period — fourteen reads for ninety days, billed as index entries rather\n * than documents — and NO document is downloaded to be counted. The period\n * figure is the sum of its weeks rather than a fifteenth read, so the tile\n * and the bars cannot disagree. The contacts list's head-count learned the\n * same lesson (AGL-1706): a count taken from a capped listener saturates at\n * the cap, and the org this page is for is the one with more contacts than\n * any listener should carry.\n *\n * The range is on `createdAt`, the timestamp every contact writer stamps —\n * the server upsert with `serverTimestamp()`, the console's add-by-hand with\n * a `Date` — so \"new\" means first captured, not last touched.\n */\nexport function ContactsTrendCard(props: ContactsTrendCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, range, routes } = report\n  const firestore = useFirestore()\n\n  const trend = useAggregateRead<ContactsTrend>(() => {\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const createdBetween = (from: number, to: number) =>\n      getCountFromServer(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(from)),\n          where('createdAt', '<', Timestamp.fromMillis(to)),\n        ),\n      ).then((snapshot) => snapshot.data().count)\n    const buckets = weekBuckets(range.from, range.to)\n    return Promise.all([\n      createdBetween(range.previousFrom, range.previousTo),\n      ...buckets.map((bucket) => createdBetween(bucket.start, bucket.end)),\n    ]).then(([previous, ...weekly]) => ({\n      previous,\n      current: weekly.reduce((sum, count) => sum + count, 0),\n      weekly: buckets.map((bucket, index) => ({\n        ...bucket,\n        count: weekly[index] ?? 0,\n      })),\n    }))\n  }, [firestore, scope, tokens, range], { cacheKey: reportCacheKey(report, 'contacts:trend') })\n\n  const figures = trend.value\n  return (\n    <CardDisplay\n      header={'Contacts'}\n      help={pluginDocsHelp('crmReports', {\n        anchor: '#contacts',\n        excerpt:\n          'New contacts in the period against the period before it, week ' +\n          'by week, and how many contacts this site can see in all. Counted ' +\n          'on the server by when each contact was first captured.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'New contacts'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? deltaPercent(figures.current, figures.previous) : null}\n            note={\n              figures\n                ? figures.previous\n                  ? `${figures.previous.toLocaleString()} in the previous period`\n                  : 'none in the previous period'\n                : undefined\n            }\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Total contacts'}\n            value={\n              totalContacts.value === null\n                ? null\n                : totalContacts.value.toLocaleString()\n            }\n            note={'visible to this site'}\n            href={routes.section('contacts')}\n          />\n        </Stack>\n        {trend.status === 'error' || totalContacts.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The contact counts could not be read. The rest of the page is unaffected.'}\n          </Alert>\n        ) : null}\n        <Section title={'New contacts per week'}>\n          <ReportBarChart\n            labels={(figures?.weekly ?? []).map((week) => weekLabel(week.start))}\n            series={[\n              {\n                name: 'New contacts',\n                color: 'primary.main',\n                values: (figures?.weekly ?? []).map((week) => week.count),\n              },\n            ]}\n            emptyText={\n              trend.status === 'loading' ? 'Counting…' : 'Nothing in this period.'\n            }\n          />\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Each bar is seven days from the start of the period; the last ' +\n              'may be shorter.'}\n          </Typography>\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsTrendCard.displayName = 'ContactsTrendCard'\n\nexport default ContactsTrendCard\n"],"names":["pluginDocsHelp","CardDisplay","Section","Alert","Stack","Typography","getCountFromServer","query","Timestamp","where","useFirestore","ReportBarChart","weekLabel","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","deltaPercent","weekBuckets","ContactsTrendCard","props","report","totalContacts","scope","tokens","range","routes","firestore","trend","contacts","createdBetween","from","to","fromMillis","then","snapshot","data","count","buckets","Promise","all","previousFrom","previousTo","map","bucket","start","end","previous","weekly","current","reduce","sum","index","cacheKey","figures","value","header","help","anchor","excerpt","contentGutterX","contentGutterY","spacing","useFlexGap","direction","sx","flexWrap","label","toLocaleString","deltaPct","note","undefined","href","section","status","severity","title","labels","week","series","name","color","values","emptyText","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,kBAAkB,EAAEC,KAAK,EAAEC,SAAS,EAAEC,KAAK,QAAQ,qBAAoB;AAChF,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,SAAS,QAAQ,qBAAiB;AAC3C,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAA6BC,gBAAgB,QAAQ,0BAAsB;AAC3E,SAASC,YAAY,EAAEC,WAAW,QAAQ,6BAAyB;AAgBnE;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,kBAAkBC,KAA6B;;IAC7D,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGL;IACzC,MAAMM,YAAYlB;IAElB,MAAMmB,QAAQZ,iBAAgC;QAC5C,MAAMa,WAAWhB,iBAAiBc,WAAWJ,OAAO;QACpD,MAAMO,iBAAiB,CAACC,MAAcC,KACpC3B,mBACEC,MACEuB,aACGf,gBAAgBU,SACnBhB,MAAM,aAAa,MAAMD,UAAU0B,UAAU,CAACF,QAC9CvB,MAAM,aAAa,KAAKD,UAAU0B,UAAU,CAACD,OAE/CE,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QAC5C,MAAMC,UAAUpB,YAAYO,MAAMM,IAAI,EAAEN,MAAMO,EAAE;QAChD,OAAOO,QAAQC,GAAG,CAAC;YACjBV,eAAeL,MAAMgB,YAAY,EAAEhB,MAAMiB,UAAU;eAChDJ,QAAQK,GAAG,CAAC,CAACC,SAAWd,eAAec,OAAOC,KAAK,EAAED,OAAOE,GAAG;SACnE,EAAEZ,IAAI,CAAC,CAAC,CAACa,UAAU,GAAGC,OAAO,GAAM,CAAA;gBAClCD;gBACAE,SAASD,OAAOE,MAAM,CAAC,CAACC,KAAKd,QAAUc,MAAMd,OAAO;gBACpDW,QAAQV,QAAQK,GAAG,CAAC,CAACC,QAAQQ;wBAEpBJ;2BAF+B,aACnCJ;wBACHP,KAAK,GAAEW,gBAAAA,MAAM,CAACI,MAAM,YAAbJ,gBAAiB;;;YAE5B,CAAA;IACF,GAAG;QAACrB;QAAWJ;QAAOC;QAAQC;KAAM,EAAE;QAAE4B,UAAUzC,eAAeS,QAAQ;IAAkB;IAE3F,MAAMiC,UAAU1B,MAAM2B,KAAK;IAC3B,qBACE,KAACvD;QACCwD,QAAQ;QACRC,MAAM1D,eAAe,cAAc;YACjC2D,QAAQ;YACRC,SACE,mEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1D;YAAM2D,SAAS;;8BACd,MAAC3D;oBAAM4D,UAAU;oBAACC,WAAU;oBAAMF,SAAS;oBAAGG,IAAI;wBAAEC,UAAU;oBAAO;;sCACnE,KAACnD;4BACCoD,OAAO;4BACPZ,OAAOD,UAAUA,QAAQL,OAAO,CAACmB,cAAc,KAAK;4BACpDC,UAAUf,UAAUrC,aAAaqC,QAAQL,OAAO,EAAEK,QAAQP,QAAQ,IAAI;4BACtEuB,MACEhB,UACIA,QAAQP,QAAQ,GACd,GAAGO,QAAQP,QAAQ,CAACqB,cAAc,GAAG,uBAAuB,CAAC,GAC7D,gCACFG;4BAENC,MAAM9C,OAAO+C,OAAO,CAAC;;sCAEvB,KAAC1D;4BACCoD,OAAO;4BACPZ,OACEjC,cAAciC,KAAK,KAAK,OACpB,OACAjC,cAAciC,KAAK,CAACa,cAAc;4BAExCE,MAAM;4BACNE,MAAM9C,OAAO+C,OAAO,CAAC;;;;gBAGxB7C,MAAM8C,MAAM,KAAK,WAAWpD,cAAcoD,MAAM,KAAK,wBACpD,KAACxE;oBAAMyE,UAAS;8BACb;qBAED;8BACJ,MAAC1E;oBAAQ2E,OAAO;;sCACd,KAAClE;4BACCmE,QAAQ,SAACvB,2BAAAA,QAASN,MAAM,mBAAI,EAAE,EAAEL,GAAG,CAAC,CAACmC,OAASnE,UAAUmE,KAAKjC,KAAK;4BAClEkC,QAAQ;gCACN;oCACEC,MAAM;oCACNC,OAAO;oCACPC,QAAQ,UAAC5B,2BAAAA,QAASN,MAAM,oBAAI,EAAE,EAAEL,GAAG,CAAC,CAACmC,OAASA,KAAKzC,KAAK;gCAC1D;6BACD;4BACD8C,WACEvD,MAAM8C,MAAM,KAAK,YAAY,cAAc;;sCAG/C,KAACtE;4BAAWgF,SAAQ;4BAAUH,OAAM;sCACjC,mEACC;;;;;;;AAMd;AACA9D,kBAAkBkE,WAAW,GAAG;AAEhC,eAAelE,kBAAiB"}

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

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

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

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