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

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

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

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

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

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

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

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/source-conversion-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  measuredRate,\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { conversionBySource } from '../../model/crm-reports'\n\n/**\n * How many of the period's contacts the by-source table is read from.\n *\n * The captured count is a server aggregate and never meets this bound;\n * the table needs each contact's sources and stage off this holder's\n * facet, which no aggregate can read, so it reads the period's newest\n * thousand and says when there were more — the same bound the sources\n * mix keeps, over the period rather than all time.\n */\nconst CONTACT_CEILING = 1000\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = ['Source', 'Captured', 'Customers', 'Conversion'] as const\n\nexport interface SourceConversionCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Conversion by source (AGL-2624): of the people captured through each\n * door in the period, how many are customers now.\n *\n * A COHORT by capture date, not a count of purchases in the period: the\n * question is \"how well does each source convert\", and the honest\n * population for it is the people that source brought in, followed to\n * where they stand today. A form lead captured on day one and buying on\n * day twenty is a conversion the form earned; a customer captured last\n * year who bought again this month is not evidence about this period's\n * doors. So the window is the period's contacts by `createdAt` — the\n * `(visibleTo, createdAt)` index the trend card counts through — and\n * \"customer\" is read off the facet: the stage at `customer` or past it,\n * or an order on the books whatever the stage says.\n *\n * Through THIS group's facet, like every by-source figure: a source is\n * which of this business's doors the person came through, and a stage is\n * where this business's team put them.\n */\nexport function SourceConversionCard(props: SourceConversionCardProps) {\n  const { report } = props\n  const { scope, tokens, groupId, range, period, routes } = report\n  const firestore = useFirestore()\n\n  const capturedInPeriod = () =>\n    query(\n      scopedCollection(firestore, scope, 'contacts'),\n      ...visibleToClause(tokens),\n      where('createdAt', '>=', Timestamp.fromMillis(range.from)),\n      where('createdAt', '<', Timestamp.fromMillis(range.to)),\n    )\n\n  const captured = useAggregateRead<number>(\n    () => getCountFromServer(capturedInPeriod()).then((snapshot) => snapshot.data().count),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:captured') },\n  )\n  const window = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        capturedInPeriod(),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_CEILING + 1),\n      ),\n    CONTACT_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:window') },\n  )\n  const status = window.status\n\n  const conversion = useMemo(\n    () =>\n      conversionBySource(\n        window.rows.map((row) => Aglyn.readContactFacet(row, groupId)),\n      ),\n    [window, groupId],\n  )\n  const read = status === 'success'\n  const rate = read\n    ? measuredRate(conversion.customers, conversion.total, 'captured')\n    : null\n  const labelOf = (source: Aglyn.ContactSource): string =>\n    Aglyn.CONTACT_SOURCE_LABELS[source] ?? source\n  const sampled =\n    read &&\n    (window.truncated ||\n      (captured.value !== null && captured.value > window.rows.length))\n  const caption = sampled\n    ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` +\n      (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}`\n                : read\n                  ? 'nobody captured in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s contacts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By source'}>\n          {conversion.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {conversion.rows.map((row) => (\n                  <TableRow key={row.source}>\n                    <TableCell>{labelOf(row.source)}</TableCell>\n                    <TableCell align=\"right\">{row.captured.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.customers.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{percent(row.rate)}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'}\n            </Typography>\n          )}\n          {conversion.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.' +\n                (conversion.unsourced\n                  ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.`\n                  : '')}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is drawn from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {caption}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nSourceConversionCard.displayName = 'SourceConversionCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/source-conversion-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  measuredRate,\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { conversionBySource } from '../../model/crm-reports'\n\n/**\n * How many of the period's contacts the by-source table is read from.\n *\n * The captured count is a server aggregate and never meets this bound;\n * the table needs each contact's sources and stage off this holder's\n * facet, which no aggregate can read, so it reads the period's newest\n * thousand and says when there were more — the same bound the sources\n * mix keeps, over the period rather than all time.\n */\nconst CONTACT_CEILING = 1000\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = ['Source', 'Captured', 'Customers', 'Conversion'] as const\n\nexport interface SourceConversionCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Conversion by source (AGL-2624): of the people captured through each\n * door in the period, how many are customers now.\n *\n * A COHORT by capture date, not a count of purchases in the period: the\n * question is \"how well does each source convert\", and the honest\n * population for it is the people that source brought in, followed to\n * where they stand today. A form lead captured on day one and buying on\n * day twenty is a conversion the form earned; a customer captured last\n * year who bought again this month is not evidence about this period's\n * doors. So the window is the period's contacts by `createdAt` — the\n * `(visibleTo, createdAt)` index the trend card counts through — and\n * \"customer\" is read off the facet: the stage at `customer` or past it,\n * or an order on the books whatever the stage says.\n *\n * Through THIS group's facet, like every by-source figure: a source is\n * which of this business's doors the person came through, and a stage is\n * where this business's team put them.\n */\nexport function SourceConversionCard(props: SourceConversionCardProps) {\n  const { report } = props\n  const { scope, tokens, groupId, range, period, routes } = report\n  const firestore = useFirestore()\n\n  const capturedInPeriod = () =>\n    query(\n      scopedCollection(firestore, scope, 'contacts'),\n      ...visibleToClause(tokens),\n      where('createdAt', '>=', Timestamp.fromMillis(range.from)),\n      where('createdAt', '<', Timestamp.fromMillis(range.to)),\n    )\n\n  const captured = useAggregateRead<number>(\n    () => getCountFromServer(capturedInPeriod()).then((snapshot) => snapshot.data().count),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:captured') },\n  )\n  const window = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        capturedInPeriod(),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_CEILING + 1),\n      ),\n    CONTACT_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'sources:window') },\n  )\n  const status = window.status\n\n  const conversion = useMemo(\n    () =>\n      conversionBySource(\n        window.rows.map((row) => Aglyn.readContactFacet(row, groupId)),\n      ),\n    [window, groupId],\n  )\n  const read = status === 'success'\n  const rate = read\n    ? measuredRate(conversion.customers, conversion.total, 'captured')\n    : null\n  const labelOf = (source: Aglyn.ContactSource): string =>\n    Aglyn.CONTACT_SOURCE_LABELS[source] ?? source\n  const sampled =\n    read &&\n    (window.truncated ||\n      (captured.value !== null && captured.value > window.rows.length))\n  const caption = sampled\n    ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` +\n      (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${rate.numerator.toLocaleString()} of ${rate.denominator.toLocaleString()} ${rate.denominatorLabel}`\n                : read\n                  ? 'nobody captured in the period'\n                  : undefined\n            }\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{'The period’s contacts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'By source'}>\n          {conversion.rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {conversion.rows.map((row) => (\n                  <TableRow key={row.source}>\n                    <TableCell>{labelOf(row.source)}</TableCell>\n                    <TableCell align=\"right\">{row.captured.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.customers.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{percent(row.rate)}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {status === 'loading' ? 'Reading…' : 'Nobody captured in this period.'}\n            </Typography>\n          )}\n          {conversion.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.' +\n                (conversion.unsourced\n                  ? ` ${conversion.unsourced.toLocaleString()} with no source on this site are counted in the tiles only.`\n                  : '')}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is drawn from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {caption}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nSourceConversionCard.displayName = 'SourceConversionCard'\n\nexport default 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package/src/lib/components/reports/tasks-card.js

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { localDayBounds } from '../../model/crm-reports'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport { localDayBounds } from '../../model/crm-reports'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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package/src/lib/components/reports-section.js

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { LeadSourceCard } from './reports/lead-source-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\nimport {\n  CRM_REPORT_PERIOD_LABELS,\n  CRM_REPORT_PERIODS,\n  type CrmReportPeriod,\n  crmReportRange,\n} from '../model/crm-reports'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'lead-sources', children: <LeadSourceCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/reports-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { mdiRefresh } from '@aglyn/shared-data-mdi'\nimport {\n  MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { CardColumns } from '@aglyn/shared-ui-jsx/components/card-columns'\nimport {\n  Button,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport { getCountFromServer, query } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport { ActivityCard } from './reports/activity-card'\nimport { ClosedDealsCard } from './reports/closed-deals-card'\nimport { ContactsMixCard } from './reports/contacts-mix-card'\nimport { ContactsTrendCard } from './reports/contacts-trend-card'\nimport { ForecastCard } from './reports/forecast-card'\nimport { LeadFunnelCard } from './reports/lead-funnel-card'\nimport { LeadSourceCard } from './reports/lead-source-card'\nimport { PipelineCard } from './reports/pipeline-card'\nimport { SourceConversionCard } from './reports/source-conversion-card'\nimport { WonLostByOwnerCard } from './reports/won-lost-by-owner-card'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  reportCachePrefix,\n  scopedCollection,\n  visibleToClause,\n} from './reports/report-scope'\nimport { TasksCard } from './reports/tasks-card'\nimport { invalidateAggregateReads, useAggregateRead } from './reports/use-aggregate-read'\nimport {\n  CRM_REPORT_PERIOD_LABELS,\n  CRM_REPORT_PERIODS,\n  type CrmReportPeriod,\n  crmReportRange,\n} from '../model/crm-reports'\n\n/**\n * `/crm/reports` — the CRM in aggregate (AGL-2604, AGL-2624).\n *\n * Nine cards, each reading its own collection: contacts over time, contacts\n * by source and stage, which sources convert, this site's lead funnel, the\n * open pipeline, what closed, who logged what, the forecast by close month\n * (AGL-2620, over the pipeline card's own window), and the task load. This\n * section resolves what they share and hands it down — see `CrmReportScope`\n * — so that every card counts the same reader's records over the same\n * clock. The lead funnel is the one card handed the site as well: leads live\n * under the host, not the org.\n *\n * ## The period is a control, and the reads follow it\n *\n * Nothing on this page reads a year on mount. The picker names the period,\n * the period sizes every read (one count per week of it, the deals closed\n * within it), and the default is thirty days. The three cards that are\n * stocks rather than flows — the open pipeline, its forecast, the open\n * tasks — ignore the period because \"what is open\" has no period.\n *\n * ## Scoped like the list\n *\n * Every query carries `visibleTo array-contains-any` over the group's\n * tokens, the predicate the rules evaluate, so a report can never count a\n * record its reader could not open — and the total here is the reader's\n * total, not the org's billable audience, which is the head-count the\n * contacts list keeps for the quota.\n *\n * ## Read once a minute, not once an arrival\n *\n * Every read on this page is keyed by the scope and the period and kept\n * for `AGGREGATE_READ_TTL_MS` — see `useAggregateRead` — so leaving to open\n * a deal the report named and coming straight back costs nothing. Refresh\n * forgets this reader's answers for this org and anchors the period again,\n * which is what makes every card ask afresh.\n */\nexport function ContactsReportsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  // The org data root — null until the org lookup settles, and the page\n  // reads nothing until it does — and the controller this page is viewed\n  // as, resolved the way every CRM surface resolves them so the facet a\n  // stage is read from here is the facet the contacts list edits it in.\n  const { scope: dataScope, consentGroup, visibleTo } = useCrmScope({ hostId, org })\n  // `null` at the organization level (AGL-2630): no clause, and every card\n  // totals every site; the holder is then each contact's own.\n  const tokens = useMemo(() => (visibleTo ? [...visibleTo] : null), [visibleTo])\n  const groupId = consentGroup?.groupId ?? null\n  const orgRecord = (org ?? null) as Record<string, unknown> | null\n  /*\n   * The period AND the moment it was chosen, as one value: the range is\n   * anchored when the reader picks, not re-derived from a moving `Date.now()`\n   * per render, which would rebuild every query on every pass.\n   */\n  const [view, setView] = useState<{\n    period: CrmReportPeriod\n    nowMs: number\n  }>(() => ({ period: '30d', nowMs: Date.now() }))\n  const range = useMemo(\n    () => crmReportRange(view.period, view.nowMs),\n    [view],\n  )\n  const routes = useMemo(() => crmRoutes(basePath ?? ''), [basePath])\n  const refresh = useCallback(() => {\n    if (dataScope) {\n      invalidateAggregateReads(reportCachePrefix({ scope: dataScope, tokens, groupId }))\n    }\n    // A new anchor is what changes every card's dependencies, so each read\n    // runs again and — its key forgotten — reaches the server.\n    setView((current) => ({ period: current.period, nowMs: Date.now() }))\n  }, [dataScope, tokens, groupId])\n\n  const report = useMemo<CrmReportScope | null>(\n    () =>\n      dataScope\n        ? {\n            scope: dataScope,\n            tokens,\n            groupId,\n            org: orgRecord,\n            period: view.period,\n            range,\n            nowMs: view.nowMs,\n            routes,\n          }\n        : null,\n    [dataScope, tokens, groupId, orgRecord, view, range, routes],\n  )\n\n  /**\n   * Every contact this reader may see, counted once for the two cards that\n   * quote it — the tile, and the sample notice that compares the read to it.\n   */\n  const totalContacts = useAggregateRead<number>(\n    () =>\n      dataScope\n        ? getCountFromServer(\n            query(\n              scopedCollection(firestore, dataScope, 'contacts'),\n              ...visibleToClause(tokens),\n            ),\n          ).then((snapshot) => snapshot.data().count)\n        : null,\n    // The anchor is a dependency so Refresh re-asks; the key, which omits\n    // it, is what answers a reopened section from memory.\n    [firestore, dataScope, tokens, view.nowMs],\n    report ? { cacheKey: reportCacheKey(report, 'contacts:total') } : {},\n  )\n\n  return (\n    <Stack spacing={2}>\n      <Stack\n        useFlexGap\n        direction=\"row\"\n        spacing={2}\n        sx={{\n          alignItems: 'center',\n          justifyContent: 'space-between',\n          flexWrap: 'wrap',\n        }}\n      >\n        <Typography variant=\"h6\" component=\"h2\">\n          {'Reports'}\n        </Typography>\n        <Stack useFlexGap direction=\"row\" spacing={1} sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}>\n          <ToggleButtonGroup\n            exclusive\n            size=\"small\"\n            color=\"primary\"\n            value={view.period}\n            onChange={(_event, next) => {\n              if (next) {\n                setView({ period: next as CrmReportPeriod, nowMs: Date.now() })\n              }\n            }}\n            aria-label=\"Report period\"\n          >\n            {CRM_REPORT_PERIODS.map((period) => (\n              <ToggleButton key={period} value={period}>\n                {CRM_REPORT_PERIOD_LABELS[period]}\n              </ToggleButton>\n            ))}\n          </ToggleButtonGroup>\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiRefresh.path} size={0.8} />}\n            disabled={!report}\n            onClick={refresh}\n          >\n            {'Refresh'}\n          </Button>\n        </Stack>\n      </Stack>\n      {report ? (\n        <>\n          {/*\n            The same masonry the billing and staff pages use: columns as tall\n            as their own contents, so a short card beside a tall one leaves no\n            hole. Measured live before this changed — 271, 272 and 111 pixels\n            of dead space down one report, and an odd card stranded with an\n            empty column beside it.\n          */}\n          <CardColumns\n            spacing={2}\n            items={[\n              {\n                key: 'trend',\n                children: (\n                  <ContactsTrendCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              {\n                key: 'mix',\n                children: (\n                  <ContactsMixCard report={report} totalContacts={totalContacts} />\n                ),\n              },\n              { key: 'source-conversion', children: <SourceConversionCard report={report} /> },\n              { key: 'lead-funnel', children: <LeadFunnelCard report={report} hostId={hostId} /> },\n              { key: 'lead-sources', children: <LeadSourceCard report={report} hostId={hostId} /> },\n              { key: 'pipeline', children: <PipelineCard report={report} /> },\n              {\n                key: 'closed',\n                /*\n                  One column item carrying two cards, because multicol picks\n                  its own break: two consecutive items are only USUALLY\n                  adjacent, and a card that is a footnote to the one above it\n                  cannot be left to that. Won and lost by owner asks a second\n                  question of the very rows Won and lost already read — the\n                  same window under the same `closed:won` and `closed:lost`\n                  keys — so it is read as that card's breakdown, and\n                  `break-inside: avoid` keeps the pair whole in one column.\n                */\n                children: (\n                  <Stack spacing={2}>\n                    <ClosedDealsCard report={report} />\n                    <WonLostByOwnerCard report={report} />\n                  </Stack>\n                ),\n              },\n            ]}\n          />\n          {/*\n            Outside the columns: multicol cannot span, and these three read\n            across the full width.\n          */}\n          <Stack spacing={2}>\n            <ActivityCard report={report} />\n            <ForecastCard report={report} />\n            <TasksCard report={report} />\n          </Stack>\n        </>\n      ) : (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Loading…'}\n        </Typography>\n      )}\n    </Stack>\n  )\n}\nContactsReportsSection.displayName = 'ContactsReportsSection'\n\nexport default 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package/src/lib/components/tasks-calendar.js

@@ -77,6 +77,7 @@ import { bucketTasksByCalendarDay, CALENDAR_DAY_LABELS, CALENDAR_WEEK_DAYS, shif
         spacing: 1.5,
         children: [
             /*#__PURE__*/ _jsxs(Stack, {
+                useFlexGap: true,
                 direction: "row",
                 spacing: 1,
                 sx: {