@aglyn/plugins-crm 1.0.0-beta.284 → 1.0.0-beta.287

package/src/lib/components/erase-person-action.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/erase-person-action.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  PERSON_ERASURE_NOT_REACHED,\n  PERSON_ERASURE_REMOVES,\n  PERSON_ERASURE_RETAINS,\n  personErasureConfirmationMatches,\n} from '@aglyn/aglyn'\nimport { mdiAccountOffOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  List,\n  ListItem,\n  ListItemText,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { type ReactNode, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCanManageCrmSettings } from './settings-section'\nimport { useCrmApi } from './use-crm-api'\n\n/** The record the action is offered on: which kind, its id, and its address. */\nexport type ErasePersonSubject =\n  | { kind: 'contact'; id: string; email: string }\n  | { kind: 'lead'; id: string; email: string }\n\nexport interface UseErasePersonActionProps {\n  /**\n   * The site the request is filed from — the route logs it on that site's\n   * feed. At the organization level the record's own capturing site\n   * (AGL-2630), or `null` for a record no site has captured: beneath the\n   * org hub's mount the route's org variant files it anyway (AGL-2634), and\n   * only a surface mounted nowhere holds the item.\n   */\n  hostId: string | null\n  orgId: string | null | undefined\n  /** Null while the record has not loaded; the item is then disabled. */\n  subject: ErasePersonSubject | null\n  /** The record's marker, when a request is already waiting. */\n  requestedAtMs: number | null\n}\n\nexport interface ErasePersonAction {\n  /** Zero or one item, to spread into the record header's overflow menu. */\n  menuItems: RowActionsMenuItem[]\n  /** The pending banner, or null. Render it where the record's cards begin. */\n  banner: ReactNode\n  /** The dialog. Render it once, anywhere in the page. */\n  dialog: ReactNode\n  /**\n   * When the waiting request was filed, or null while none waits: the\n   * record's marker, or the route's answer until the listener carries the\n   * marker. What a page gates its other acts on — Convert, on a lead — so\n   * they close the moment the item does.\n   */\n  pendingSinceMs: number | null\n}\n\n/**\n * **Erase this person** on a record page (AGL-2623).\n *\n * Owned by a hook rather than a component because the overflow menu takes\n * items as data: the page spreads `menuItems` into its own list, renders\n * `banner` under the header and `dialog` at the end, and everything the\n * action knows — who may, whether a request is already waiting, what the\n * dialog says, what the route answers — lives here.\n *\n * Offered to workspace admins and owners only, and the item is present but\n * disabled for everyone else with the reason as its tooltip: an absent item\n * and an inapplicable one look alike, and a site editor who cannot find\n * the action should learn who can rather than conclude it does not exist.\n *\n * Takes the site from the page and the workspace from `useOrgDataScope`,\n * never a route, so an org-level mount can offer the same item.\n */\nexport function useErasePersonAction(props: UseErasePersonActionProps): ErasePersonAction {\n  const { hostId, orgId, subject, requestedAtMs } = props\n  const { canManage, ready } = useCanManageCrmSettings(orgId ?? undefined)\n  const orgMount = useCrmOrgMount()\n  // A site to file from, or the org to file as (AGL-2634).\n  const canFile = Boolean(hostId) || Boolean(orgMount)\n  const [open, setOpen] = useState(false)\n  // The marker arrives on the record's own document, so a request filed on\n  // this page shows as pending the moment the listener catches up — and,\n  // until it does, the moment the route answered.\n  const [filedAtMs, setFiledAtMs] = useState<number | null>(null)\n  const pendingSince = requestedAtMs ?? filedAtMs\n\n  const menuItems = useMemo<RowActionsMenuItem[]>(() => {\n    const disabledReason = !subject\n      ? 'The record has not loaded'\n      : !canFile\n        ? 'No site has captured this person to file from'\n        : pendingSince\n          ? 'An erasure is already pending for this person'\n          : !ready\n            ? 'Checking your workspace role'\n            : !canManage\n              ? 'Only a workspace admin can erase a person'\n              : undefined\n    return [\n      {\n        key: 'erase-person',\n        label: 'Erase this person',\n        icon: <MdiIcon path={mdiAccountOffOutline.path} size={0.8} />,\n        destructive: true,\n        disabled: Boolean(disabledReason),\n        disabledReason,\n        onClick: () => setOpen(true),\n      },\n    ]\n  }, [canManage, canFile, pendingSince, ready, subject])\n\n  const banner = pendingSince ? <ErasurePendingBanner requestedAtMs={pendingSince} /> : null\n  const dialog = subject && canFile ? (\n    <ErasePersonDialog\n      open={open}\n      onClose={() => setOpen(false)}\n      hostId={hostId}\n      subject={subject}\n      onFiled={(atMs) => setFiledAtMs(atMs)}\n    />\n  ) : null\n\n  return { menuItems, banner, dialog, pendingSinceMs: pendingSince }\n}\n\nexport interface ErasurePendingBannerProps {\n  requestedAtMs: number\n}\n\n/**\n * The state a record wears between the request and the run. Says when it\n * was asked and what will happen, so a reader arriving cold neither files\n * it again nor keeps working the record.\n */\nexport function ErasurePendingBanner(props: ErasurePendingBannerProps) {\n  const { requestedAtMs } = props\n  return (\n    <Alert severity=\"warning\" data-testid=\"erasure-pending-banner\">\n      <strong>{'Erasure pending. '}</strong>\n      {`Requested ${new Date(requestedAtMs).toLocaleString()}. The nightly erasure ` +\n        'job removes this person from every site in the workspace; until then the ' +\n        'record is kept only so the request can be seen. Nothing new should be added ' +\n        'to it.'}\n    </Alert>\n  )\n}\nErasurePendingBanner.displayName = 'ErasurePendingBanner'\n\nexport interface ErasePersonDialogProps {\n  open: boolean\n  onClose: () => void\n  /** The site the request is filed from, or `null` beneath the org hub's mount. */\n  hostId: string | null\n  subject: ErasePersonSubject\n  /** Called with the request's queue time once the route has filed it. */\n  onFiled: (pendingSinceMs: number) => void\n}\n\n/**\n * The confirmation: everything the request removes, everything it keeps\n * and how, what it does not reach, and the two facts that follow the click\n * — the address is closed to capture at once, and the sweep runs with the\n * nightly job. The admin types the address back; the route checks the same\n * match before it files anything.\n */\nexport function ErasePersonDialog(props: ErasePersonDialogProps) {\n  const { open, onClose, hostId, subject, onFiled } = props\n  const call = useCrmApi(hostId)\n  const { enqueueSnackbar } = useSnackbar()\n  const [typed, setTyped] = useState('')\n  const [busy, setBusy] = useState(false)\n  useEffect(() => {\n    if (open) setTyped('')\n  }, [open])\n  const confirmed = personErasureConfirmationMatches(typed, subject.email)\n\n  const submit = async () => {\n    if (!confirmed || busy) return\n    setBusy(true)\n    try {\n      const { response, payload } = await call('erase-person', {\n        ...(subject.kind === 'contact' ? { contactId: subject.id } : { leadId: subject.id }),\n        email: typed.trim(),\n      })\n      if (!response.ok) {\n        throw new Error(String(payload['error'] ?? 'The erasure could not be filed'))\n      }\n      onFiled(Number(payload['pendingSinceMs'] ?? Date.now()))\n      enqueueSnackbar(\n        payload['alreadyPending']\n          ? 'An erasure was already pending for this person'\n          : 'Erasure requested — it runs with the nightly job',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(error instanceof Error ? error.message : 'The erasure could not be filed', {\n        variant: 'error',\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Erase ${subject.email} from this workspace?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'This is a privacy erasure, not a delete: the person is removed from every ' +\n            'site in the workspace, whoever captured them, and it cannot be undone. ' +\n            'The request is filed now and runs with the nightly erasure job; from this ' +\n            'moment the address is closed, so a later form fill or order cannot ' +\n            'recreate the record, and no campaign is sent to it.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          <ListBlock heading=\"Removed across the workspace\" lines={PERSON_ERASURE_REMOVES} />\n          <ListBlock heading=\"Kept, with the person taken off\" lines={PERSON_ERASURE_RETAINS} />\n          <ListBlock heading=\"Not reached — finish these by hand\" lines={PERSON_ERASURE_NOT_REACHED} />\n          <TextField\n            label=\"Type the email address to confirm\"\n            value={typed}\n            onChange={(event) => setTyped(event.target.value)}\n            fullWidth\n            autoFocus\n            autoComplete=\"off\"\n            slotProps={{ htmlInput: { 'aria-label': 'Type the email address to confirm' } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"error\"\n          onClick={() => void submit()}\n          disabled={!confirmed || busy}\n        >\n          {busy ? 'Filing…' : 'Erase permanently'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nErasePersonDialog.displayName = 'ErasePersonDialog'\n\nfunction ListBlock(props: { heading: string; lines: readonly string[] }) {\n  return (\n    <div>\n      <Typography variant=\"subtitle2\">{props.heading}</Typography>\n      <List dense disablePadding>\n        {props.lines.map((line) => (\n          <ListItem key={line} disableGutters sx={{ py: 0 }}>\n            <ListItemText\n              primary={line}\n              slotProps={{ primary: { variant: 'body2', color: 'text.secondary' } }}\n            />\n          </ListItem>\n        ))}\n      </List>\n    </div>\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/erase-person-action.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  PERSON_ERASURE_NOT_REACHED,\n  PERSON_ERASURE_REMOVES,\n  PERSON_ERASURE_RETAINS,\n  personErasureConfirmationMatches,\n} from '@aglyn/aglyn'\nimport { mdiAccountOffOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  List,\n  ListItem,\n  ListItemText,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { type ReactNode, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCanErasePeople } from './use-can-erase-people'\nimport { useCrmApi } from './use-crm-api'\n\n/** The record the action is offered on: which kind, its id, and its address. */\nexport type ErasePersonSubject =\n  | { kind: 'contact'; id: string; email: string }\n  | { kind: 'lead'; id: string; email: string }\n\nexport interface UseErasePersonActionProps {\n  /**\n   * The site the request is filed from — the route logs it on that site's\n   * feed. At the organization level the record's own capturing site\n   * (AGL-2630), or `null` for a record no site has captured: beneath the\n   * org hub's mount the route's org variant files it anyway (AGL-2634), and\n   * only a surface mounted nowhere holds the item.\n   */\n  hostId: string | null\n  orgId: string | null | undefined\n  /** Null while the record has not loaded; the item is then disabled. */\n  subject: ErasePersonSubject | null\n  /** The record's marker, when a request is already waiting. */\n  requestedAtMs: number | null\n}\n\nexport interface ErasePersonAction {\n  /** Zero or one item, to spread into the record header's overflow menu. */\n  menuItems: RowActionsMenuItem[]\n  /** The pending banner, or null. Render it where the record's cards begin. */\n  banner: ReactNode\n  /** The dialog. Render it once, anywhere in the page. */\n  dialog: ReactNode\n  /**\n   * When the waiting request was filed, or null while none waits: the\n   * record's marker, or the route's answer until the listener carries the\n   * marker. What a page gates its other acts on — Convert, on a lead — so\n   * they close the moment the item does.\n   */\n  pendingSinceMs: number | null\n}\n\n/**\n * **Erase this person** on a record page (AGL-2623).\n *\n * Owned by a hook rather than a component because the overflow menu takes\n * items as data: the page spreads `menuItems` into its own list, renders\n * `banner` under the header and `dialog` at the end, and everything the\n * action knows — who may, whether a request is already waiting, what the\n * dialog says, what the route answers — lives here.\n *\n * Offered to whoever holds \"Privacy requests\" (`org.privacy`, AGL-4047) over\n * the whole workspace — owners and admins by default — and the item is\n * present but disabled for everyone else with the reason as its tooltip: an\n * absent item and an inapplicable one look alike, and a site editor who\n * cannot find the action should learn who can rather than conclude it does\n * not exist.\n *\n * Takes the site from the page and the workspace from `useOrgDataScope`,\n * never a route, so an org-level mount can offer the same item.\n */\nexport function useErasePersonAction(props: UseErasePersonActionProps): ErasePersonAction {\n  const { hostId, orgId, subject, requestedAtMs } = props\n  const { canErase, ready } = useCanErasePeople(orgId ?? undefined)\n  const orgMount = useCrmOrgMount()\n  // A site to file from, or the org to file as (AGL-2634).\n  const canFile = Boolean(hostId) || Boolean(orgMount)\n  const [open, setOpen] = useState(false)\n  // The marker arrives on the record's own document, so a request filed on\n  // this page shows as pending the moment the listener catches up — and,\n  // until it does, the moment the route answered.\n  const [filedAtMs, setFiledAtMs] = useState<number | null>(null)\n  const pendingSince = requestedAtMs ?? filedAtMs\n\n  const menuItems = useMemo<RowActionsMenuItem[]>(() => {\n    const disabledReason = !subject\n      ? 'The record has not loaded'\n      : !canFile\n        ? 'No site has captured this person to file from'\n        : pendingSince\n          ? 'An erasure is already pending for this person'\n          : !ready\n            ? 'Checking your workspace role'\n            : !canErase\n              ? 'Your role does not include \"Privacy requests\" — ask an organization admin'\n              : undefined\n    return [\n      {\n        key: 'erase-person',\n        label: 'Erase this person',\n        icon: <MdiIcon path={mdiAccountOffOutline.path} size={0.8} />,\n        destructive: true,\n        disabled: Boolean(disabledReason),\n        disabledReason,\n        onClick: () => setOpen(true),\n      },\n    ]\n  }, [canErase, canFile, pendingSince, ready, subject])\n\n  const banner = pendingSince ? <ErasurePendingBanner requestedAtMs={pendingSince} /> : null\n  const dialog = subject && canFile ? (\n    <ErasePersonDialog\n      open={open}\n      onClose={() => setOpen(false)}\n      hostId={hostId}\n      subject={subject}\n      onFiled={(atMs) => setFiledAtMs(atMs)}\n    />\n  ) : null\n\n  return { menuItems, banner, dialog, pendingSinceMs: pendingSince }\n}\n\nexport interface ErasurePendingBannerProps {\n  requestedAtMs: number\n}\n\n/**\n * The state a record wears between the request and the run. Says when it\n * was asked and what will happen, so a reader arriving cold neither files\n * it again nor keeps working the record.\n */\nexport function ErasurePendingBanner(props: ErasurePendingBannerProps) {\n  const { requestedAtMs } = props\n  return (\n    <Alert severity=\"warning\" data-testid=\"erasure-pending-banner\">\n      <strong>{'Erasure pending. '}</strong>\n      {`Requested ${new Date(requestedAtMs).toLocaleString()}. The nightly erasure ` +\n        'job removes this person from every site in the workspace; until then the ' +\n        'record is kept only so the request can be seen. Nothing new should be added ' +\n        'to it.'}\n    </Alert>\n  )\n}\nErasurePendingBanner.displayName = 'ErasurePendingBanner'\n\nexport interface ErasePersonDialogProps {\n  open: boolean\n  onClose: () => void\n  /** The site the request is filed from, or `null` beneath the org hub's mount. */\n  hostId: string | null\n  subject: ErasePersonSubject\n  /** Called with the request's queue time once the route has filed it. */\n  onFiled: (pendingSinceMs: number) => void\n}\n\n/**\n * The confirmation: everything the request removes, everything it keeps\n * and how, what it does not reach, and the two facts that follow the click\n * — the address is closed to capture at once, and the sweep runs with the\n * nightly job. The admin types the address back; the route checks the same\n * match before it files anything.\n */\nexport function ErasePersonDialog(props: ErasePersonDialogProps) {\n  const { open, onClose, hostId, subject, onFiled } = props\n  const call = useCrmApi(hostId)\n  const { enqueueSnackbar } = useSnackbar()\n  const [typed, setTyped] = useState('')\n  const [busy, setBusy] = useState(false)\n  useEffect(() => {\n    if (open) setTyped('')\n  }, [open])\n  const confirmed = personErasureConfirmationMatches(typed, subject.email)\n\n  const submit = async () => {\n    if (!confirmed || busy) return\n    setBusy(true)\n    try {\n      const { response, payload } = await call('erase-person', {\n        ...(subject.kind === 'contact' ? { contactId: subject.id } : { leadId: subject.id }),\n        email: typed.trim(),\n      })\n      if (!response.ok) {\n        throw new Error(String(payload['error'] ?? 'The erasure could not be filed'))\n      }\n      onFiled(Number(payload['pendingSinceMs'] ?? Date.now()))\n      enqueueSnackbar(\n        payload['alreadyPending']\n          ? 'An erasure was already pending for this person'\n          : 'Erasure requested — it runs with the nightly job',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(error instanceof Error ? error.message : 'The erasure could not be filed', {\n        variant: 'error',\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Erase ${subject.email} from this workspace?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'This is a privacy erasure, not a delete: the person is removed from every ' +\n            'site in the workspace, whoever captured them, and it cannot be undone. ' +\n            'The request is filed now and runs with the nightly erasure job; from this ' +\n            'moment the address is closed, so a later form fill or order cannot ' +\n            'recreate the record, and no campaign is sent to it.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          <ListBlock heading=\"Removed across the workspace\" lines={PERSON_ERASURE_REMOVES} />\n          <ListBlock heading=\"Kept, with the person taken off\" lines={PERSON_ERASURE_RETAINS} />\n          <ListBlock heading=\"Not reached — finish these by hand\" lines={PERSON_ERASURE_NOT_REACHED} />\n          <TextField\n            label=\"Type the email address to confirm\"\n            value={typed}\n            onChange={(event) => setTyped(event.target.value)}\n            fullWidth\n            autoFocus\n            autoComplete=\"off\"\n            slotProps={{ htmlInput: { 'aria-label': 'Type the email address to confirm' } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"error\"\n          onClick={() => void submit()}\n          disabled={!confirmed || busy}\n        >\n          {busy ? 'Filing…' : 'Erase permanently'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nErasePersonDialog.displayName = 'ErasePersonDialog'\n\nfunction ListBlock(props: { heading: string; lines: readonly string[] }) {\n  return (\n    <div>\n      <Typography variant=\"subtitle2\">{props.heading}</Typography>\n      <List dense disablePadding>\n        {props.lines.map((line) => (\n          <ListItem key={line} disableGutters sx={{ py: 0 }}>\n            <ListItemText\n              primary={line}\n              slotProps={{ primary: { variant: 'body2', color: 'text.secondary' } }}\n            />\n          </ListItem>\n        ))}\n      </List>\n    </div>\n  )\n}\n"],"names":["PERSON_ERASURE_NOT_REACHED","PERSON_ERASURE_REMOVES","PERSON_ERASURE_RETAINS","personErasureConfirmationMatches","mdiAccountOffOutline","MdiIcon","useSnackbar","Alert","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","List","ListItem","ListItemText","Stack","TextField","Typography","useEffect","useMemo","useState","useCrmOrgMount","useCanErasePeople","useCrmApi","useErasePersonAction","props","hostId","orgId","subject","requestedAtMs","canErase","ready","undefined","orgMount","canFile","Boolean","open","setOpen","filedAtMs","setFiledAtMs","pendingSince","menuItems","disabledReason","key","label","icon","path","size","destructive","disabled","onClick","banner","ErasurePendingBanner","dialog","ErasePersonDialog","onClose","onFiled","atMs","pendingSinceMs","severity","data-testid","strong","Date","toLocaleString","displayName","call","enqueueSnackbar","typed","setTyped","busy","setBusy","confirmed","email","submit","payload","response","kind","contactId","id","leadId","trim","ok","Error","String","Number","now","variant","persist","error","message","maxWidth","fullWidth","sx","mb","spacing","ListBlock","heading","lines","value","onChange","event","target","autoFocus","autoComplete","slotProps","htmlInput","color","div","dense","disablePadding","map","line","disableGutters","py","primary"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,0BAA0B,EAC1BC,sBAAsB,EACtBC,sBAAsB,EACtBC,gCAAgC,QAC3B,eAAc;AACrB,SAASC,oBAAoB,QAAQ,yBAAwB;AAC7D,SAASC,OAAO,QAAQ,uBAAsB;AAE9C,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,KAAK,EACLC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,IAAI,EACJC,QAAQ,EACRC,YAAY,EACZC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAAyBC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACpE,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,iBAAiB,QAAQ,4BAAwB;AAC1D,SAASC,SAAS,QAAQ,mBAAe;AAuCzC;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,qBAAqBC,KAAgC;IACnE,MAAM,EAAEC,MAAM,EAAEC,KAAK,EAAEC,OAAO,EAAEC,aAAa,EAAE,GAAGJ;IAClD,MAAM,EAAEK,QAAQ,EAAEC,KAAK,EAAE,GAAGT,kBAAkBK,gBAAAA,QAASK;IACvD,MAAMC,WAAWZ;IACjB,yDAAyD;IACzD,MAAMa,UAAUC,QAAQT,WAAWS,QAAQF;IAC3C,MAAM,CAACG,MAAMC,QAAQ,GAAGjB,SAAS;IACjC,yEAAyE;IACzE,uEAAuE;IACvE,gDAAgD;IAChD,MAAM,CAACkB,WAAWC,aAAa,GAAGnB,SAAwB;IAC1D,MAAMoB,eAAeX,wBAAAA,gBAAiBS;IAEtC,MAAMG,YAAYtB,QAA8B;QAC9C,MAAMuB,iBAAiB,CAACd,UACpB,8BACA,CAACM,UACC,kDACAM,eACE,kDACA,CAACT,QACC,iCACA,CAACD,WACC,8EACAE;QACZ,OAAO;YACL;gBACEW,KAAK;gBACLC,OAAO;gBACPC,oBAAM,KAAC1C;oBAAQ2C,MAAM5C,qBAAqB4C,IAAI;oBAAEC,MAAM;;gBACtDC,aAAa;gBACbC,UAAUd,QAAQO;gBAClBA;gBACAQ,SAAS,IAAMb,QAAQ;YACzB;SACD;IACH,GAAG;QAACP;QAAUI;QAASM;QAAcT;QAAOH;KAAQ;IAEpD,MAAMuB,SAASX,6BAAe,KAACY;QAAqBvB,eAAeW;SAAmB;IACtF,MAAMa,SAASzB,WAAWM,wBACxB,KAACoB;QACClB,MAAMA;QACNmB,SAAS,IAAMlB,QAAQ;QACvBX,QAAQA;QACRE,SAASA;QACT4B,SAAS,CAACC,OAASlB,aAAakB;SAEhC;IAEJ,OAAO;QAAEhB;QAAWU;QAAQE;QAAQK,gBAAgBlB;IAAa;AACnE;AAMA;;;;CAIC,GACD,OAAO,SAASY,qBAAqB3B,KAAgC;IACnE,MAAM,EAAEI,aAAa,EAAE,GAAGJ;IAC1B,qBACE,MAACpB;QAAMsD,UAAS;QAAUC,eAAY;;0BACpC,KAACC;0BAAQ;;YACR,CAAC,UAAU,EAAE,IAAIC,KAAKjC,eAAekC,cAAc,GAAG,sBAAsB,CAAC,GAC5E,8EACA,iFACA;;;AAGR;AACAX,qBAAqBY,WAAW,GAAG;AAYnC;;;;;;CAMC,GACD,OAAO,SAASV,kBAAkB7B,KAA6B;IAC7D,MAAM,EAAEW,IAAI,EAAEmB,OAAO,EAAE7B,MAAM,EAAEE,OAAO,EAAE4B,OAAO,EAAE,GAAG/B;IACpD,MAAMwC,OAAO1C,UAAUG;IACvB,MAAM,EAAEwC,eAAe,EAAE,GAAG9D;IAC5B,MAAM,CAAC+D,OAAOC,SAAS,GAAGhD,SAAS;IACnC,MAAM,CAACiD,MAAMC,QAAQ,GAAGlD,SAAS;IACjCF,UAAU;QACR,IAAIkB,MAAMgC,SAAS;IACrB,GAAG;QAAChC;KAAK;IACT,MAAMmC,YAAYtE,iCAAiCkE,OAAOvC,QAAQ4C,KAAK;IAEvE,MAAMC,SAAS;QACb,IAAI,CAACF,aAAaF,MAAM;QACxBC,QAAQ;QACR,IAAI;gBAQaI;YAPf,MAAM,EAAEC,QAAQ,EAAED,OAAO,EAAE,GAAG,MAAMT,KAAK,gBAAgB,aACnDrC,QAAQgD,IAAI,KAAK,YAAY;gBAAEC,WAAWjD,QAAQkD,EAAE;YAAC,IAAI;gBAAEC,QAAQnD,QAAQkD,EAAE;YAAC;gBAClFN,OAAOL,MAAMa,IAAI;;YAEnB,IAAI,CAACL,SAASM,EAAE,EAAE;oBACOP;gBAAvB,MAAM,IAAIQ,MAAMC,QAAOT,iBAAAA,OAAO,CAAC,QAAQ,YAAhBA,iBAAoB;YAC7C;YACAlB,QAAQ4B,QAAOV,0BAAAA,OAAO,CAAC,iBAAiB,YAAzBA,0BAA6BZ,KAAKuB,GAAG;YACpDnB,gBACEQ,OAAO,CAAC,iBAAiB,GACrB,mDACA,oDACJ;gBAAEY,SAAS;gBAAWC,SAAS;YAAM;YAEvChC;QACF,EAAE,OAAOiC,OAAO;YACdtB,gBAAgBsB,iBAAiBN,QAAQM,MAAMC,OAAO,GAAG,kCAAkC;gBACzFH,SAAS;YACX;QACF,SAAU;YACRhB,QAAQ;QACV;IACF;IAEA,qBACE,MAAC/D;QAAO6B,MAAMA;QAAMmB,SAASc,OAAOrC,YAAYuB;QAASmC,UAAS;QAAKC,SAAS;;0BAC9E,KAAChF;0BAAa,CAAC,MAAM,EAAEiB,QAAQ4C,KAAK,CAAC,qBAAqB,CAAC;;0BAC3D,MAAC/D;;kCACC,KAACC;wBAAkBkF,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,+EACC,4EACA,+EACA,wEACA;;kCAEJ,MAAC9E;wBAAM+E,SAAS;;0CACd,KAACC;gCAAUC,SAAQ;gCAA+BC,OAAOlG;;0CACzD,KAACgG;gCAAUC,SAAQ;gCAAkCC,OAAOjG;;0CAC5D,KAAC+F;gCAAUC,SAAQ;gCAAqCC,OAAOnG;;0CAC/D,KAACkB;gCACC4B,OAAM;gCACNsD,OAAO/B;gCACPgC,UAAU,CAACC,QAAUhC,SAASgC,MAAMC,MAAM,CAACH,KAAK;gCAChDP,SAAS;gCACTW,SAAS;gCACTC,cAAa;gCACbC,WAAW;oCAAEC,WAAW;wCAAE,cAAc;oCAAoC;gCAAE;;;;;;0BAIpF,MAACjG;;kCACC,KAACF;wBAAO4C,SAASK;wBAASN,UAAUoB;kCACjC;;kCAEH,KAAC/D;wBACCgF,SAAQ;wBACRoB,OAAM;wBACNxD,SAAS,IAAM,KAAKuB;wBACpBxB,UAAU,CAACsB,aAAaF;kCAEvBA,OAAO,YAAY;;;;;;AAK9B;AACAf,kBAAkBU,WAAW,GAAG;AAEhC,SAAS+B,UAAUtE,KAAoD;IACrE,qBACE,MAACkF;;0BACC,KAAC1F;gBAAWqE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package/src/lib/components/reports/contacts-mix-card.js

@@ -16,6 +16,7 @@
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
+import { labelContactSource } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { percent, Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { Alert, Stack, Typography } from "@mui/material";
@@ -116,14 +117,11 @@ import { funnelFromStages, tally } from "../../model/crm-reports.js";
                     title: 'By source',
                     children: [
                         /*#__PURE__*/ _jsx(ReportBreakdown, {
-                            rows: mix.sources.map((row)=>{
-                                var _Aglyn_CONTACT_SOURCE_LABELS_row_key;
-                                return {
+                            rows: mix.sources.map((row)=>({
                                     key: row.key,
-                                    label: (_Aglyn_CONTACT_SOURCE_LABELS_row_key = Aglyn.CONTACT_SOURCE_LABELS[row.key]) != null ? _Aglyn_CONTACT_SOURCE_LABELS_row_key : row.key,
+                                    label: labelContactSource(row.key),
                                     value: row.count
-                                };
-                            }),
+                                })),
                             emptyText: status === 'loading' ? 'Reading…' : 'No contacts to count yet.'
                         }),
                         mix.sources.length ? /*#__PURE__*/ _jsx(Typography, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-mix-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 { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { contactPrimaryGroup } from '../../model/contact-record'\nimport { ReportBreakdown } from './report-breakdown'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { type AggregateRead, useWindowRead } from './use-aggregate-read'\nimport { funnelFromStages, tally } from '../../model/crm-reports'\n\n/**\n * How many contacts the source mix and the funnel are read from.\n *\n * These two charts need a FIELD off each contact — which facet sources it\n * carries, which lifecycle stage — and Firestore aggregates cannot group by\n * a map key, so the only way to draw them is to read documents. A thousand\n * is the same bound the contacts list carries, and past it the card SAYS it\n * is a sample rather than quietly drawing a thousand as if it were the org.\n */\nconst CONTACT_SAMPLE_CEILING = 1000\n\nexport interface ContactsMixCardProps {\n  report: CrmReportScope\n  /** The section's count of every contact this reader may see — what decides whether the read is a sample. */\n  totalContacts: AggregateRead<number>\n}\n\n/**\n * Contacts by source, and the lifecycle funnel, from the newest thousand\n * contacts (AGL-2604).\n *\n * Both are read through THIS group's facet, the way every other field on\n * the contacts page is: a source is which capture surface this holder saw\n * the person through, and a stage is where this business's sales team put\n * them. Reading either off the top of the document would chart another\n * holder's records — the disclosure the facet shape exists to end.\n *\n * Newest by `createdAt` rather than by `updatedAt`, so that the sample is\n * \"the last thousand people captured\" — a population a reader can reason\n * about — and not \"the thousand most recently edited\", which is whichever\n * ones a bulk tag touched last.\n */\nexport function ContactsMixCard(props: ContactsMixCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, groupId, org, nowMs } = report\n  const firestore = useFirestore()\n\n  const sample = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'contacts'),\n        ...visibleToClause(tokens),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_SAMPLE_CEILING + 1),\n      ),\n    CONTACT_SAMPLE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'contacts:sample') },\n  )\n  const status = sample.status\n\n  const mix = useMemo(() => {\n    // Through the viewing group's facet under a site; at the organization\n    // level (AGL-2630) through each person's own primary holder, so the mix\n    // is of the profiles the capturing sites keep.\n    const facets = sample.rows.map((row) =>\n      Aglyn.readContactFacet(\n        row,\n        groupId ?? contactPrimaryGroup(row, org).groupId,\n      ),\n    )\n    // A person captured two ways counts under both sources: the chart asks\n    // \"how many people came through each door\", and a person who came\n    // through two did.\n    const sources = tally(\n      facets.flatMap((facet) =>\n        (Object.keys(facet.sources) as Aglyn.ContactSource[]).filter(\n          (source) => facet.sources[source],\n        ),\n      ),\n      (source) => source,\n    )\n    const stageCounts: Partial<Record<Aglyn.ContactLifecycleStage, number>> = {}\n    let unstaged = 0\n    for (const facet of facets) {\n      const stage = facet.lifecycleStage\n      if (Aglyn.isContactLifecycleStage(stage)) {\n        stageCounts[stage] = (stageCounts[stage] ?? 0) + 1\n      } else {\n        unstaged += 1\n      }\n    }\n    return { sources, funnel: funnelFromStages(stageCounts), unstaged }\n  }, [sample, groupId, org])\n\n  // A sample only once the read has settled: while the window is empty\n  // every org \"exceeds\" zero rows.\n  const sampled =\n    status === 'success' &&\n    (sample.truncated ||\n      (totalContacts.value !== null && totalContacts.value > sample.rows.length))\n\n  return (\n    <CardDisplay\n      header={'Sources and lifecycle'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#sources-and-lifecycle',\n        excerpt:\n          'Which capture surfaces your contacts came through, and how many ' +\n          'have reached each lifecycle stage. Read from the newest thousand ' +\n          'contacts, through this site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {sampled ? (\n          <Alert severity=\"info\">\n            {`Read from the newest ${sample.rows.length.toLocaleString()} contacts${\n              totalContacts.value !== null\n                ? ` of ${totalContacts.value.toLocaleString()}`\n                : ''\n            } — a sample, not the whole list.`}\n          </Alert>\n        ) : null}\n        <Section title={'By source'}>\n          <ReportBreakdown\n            rows={mix.sources.map((row) => ({\n              key: row.key,\n              label:\n                Aglyn.CONTACT_SOURCE_LABELS[row.key as Aglyn.ContactSource] ??\n                row.key,\n              value: row.count,\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to count yet.'\n            }\n          />\n          {mix.sources.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Lifecycle funnel'}>\n          <ReportBreakdown\n            rows={mix.funnel.steps.map((step) => ({\n              key: step.stage,\n              label: step.label,\n              value: step.reached,\n              note:\n                `${plural(step.count, 'person', 'people')} here now` +\n                (step.conversion === null\n                  ? ''\n                  : ` · ${percent(step.conversion)} of the step before`),\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to place yet.'\n            }\n          />\n          {sample.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Each step counts everyone who reached it or went further. ${plural(\n                mix.unstaged,\n                'contact',\n              )} with no stage yet · ${mix.funnel.other.toLocaleString()} marked other.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsMixCard.displayName = 'ContactsMixCard'\n\nexport default ContactsMixCard\n"],"names":["Aglyn","CardDisplay","percent","Section","Alert","Stack","Typography","limit","orderBy","query","useMemo","useFirestore","contactPrimaryGroup","ReportBreakdown","plural","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","funnelFromStages","tally","CONTACT_SAMPLE_CEILING","ContactsMixCard","props","report","totalContacts","scope","tokens","groupId","org","nowMs","firestore","sample","cacheKey","status","mix","facets","rows","map","row","readContactFacet","sources","flatMap","facet","Object","keys","filter","source","stageCounts","unstaged","stage","lifecycleStage","isContactLifecycleStage","funnel","sampled","truncated","value","length","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","severity","toLocaleString","title","key","label","CONTACT_SOURCE_LABELS","count","emptyText","variant","color","steps","step","reached","note","conversion","other","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SACEC,OAAO,EACPC,OAAO,QACF,6DAA4D;AACnE,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,QAAQ,qBAAoB;AAC1D,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,mBAAmB,QAAQ,gCAA4B;AAChE,SAASC,eAAe,QAAQ,wBAAoB;AACpD,SAASC,MAAM,QAAQ,qBAAiB;AACxC,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAA6BC,aAAa,QAAQ,0BAAsB;AACxE,SAASC,gBAAgB,EAAEC,KAAK,QAAQ,6BAAyB;AAEjE;;;;;;;;CAQC,GACD,MAAMC,yBAAyB;AAQ/B;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,OAAO,EAAEC,GAAG,EAAEC,KAAK,EAAE,GAAGN;IAC/C,MAAMO,YAAYpB;IAElB,MAAMqB,SAASd,cACb,IACET,MACEO,iBAAiBe,WAAWL,OAAO,gBAChCT,gBAAgBU,SACnBnB,QAAQ,aAAa,SACrBD,MAAMc,yBAAyB,KAEnCA,wBACA;QAACU;QAAWL;QAAOC;QAAQG;KAAM,EACjC;QAAEG,UAAUlB,eAAeS,QAAQ;IAAmB;IAExD,MAAMU,SAASF,OAAOE,MAAM;IAE5B,MAAMC,MAAMzB,QAAQ;QAClB,sEAAsE;QACtE,wEAAwE;QACxE,+CAA+C;QAC/C,MAAM0B,SAASJ,OAAOK,IAAI,CAACC,GAAG,CAAC,CAACC,MAC9BvC,MAAMwC,gBAAgB,CACpBD,KACAX,kBAAAA,UAAWhB,oBAAoB2B,KAAKV,KAAKD,OAAO;QAGpD,uEAAuE;QACvE,kEAAkE;QAClE,mBAAmB;QACnB,MAAMa,UAAUrB,MACdgB,OAAOM,OAAO,CAAC,CAACC,QACd,AAACC,OAAOC,IAAI,CAACF,MAAMF,OAAO,EAA4BK,MAAM,CAC1D,CAACC,SAAWJ,MAAMF,OAAO,CAACM,OAAO,IAGrC,CAACA,SAAWA;QAEd,MAAMC,cAAoE,CAAC;QAC3E,IAAIC,WAAW;QACf,KAAK,MAAMN,SAASP,OAAQ;YAC1B,MAAMc,QAAQP,MAAMQ,cAAc;YAClC,IAAInD,MAAMoD,uBAAuB,CAACF,QAAQ;oBAClBF;gBAAtBA,WAAW,CAACE,MAAM,GAAG,EAACF,qBAAAA,WAAW,CAACE,MAAM,YAAlBF,qBAAsB,KAAK;YACnD,OAAO;gBACLC,YAAY;YACd;QACF;QACA,OAAO;YAAER;YAASY,QAAQlC,iBAAiB6B;YAAcC;QAAS;IACpE,GAAG;QAACjB;QAAQJ;QAASC;KAAI;IAEzB,qEAAqE;IACrE,iCAAiC;IACjC,MAAMyB,UACJpB,WAAW,aACVF,CAAAA,OAAOuB,SAAS,IACd9B,cAAc+B,KAAK,KAAK,QAAQ/B,cAAc+B,KAAK,GAAGxB,OAAOK,IAAI,CAACoB,MAAM;IAE7E,qBACE,KAACxD;QACCyD,QAAQ;QACRC,MAAM3D,MAAM4D,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC3D;YAAM4D,SAAS;;gBACbX,wBACC,KAAClD;oBAAM8D,UAAS;8BACb,CAAC,qBAAqB,EAAElC,OAAOK,IAAI,CAACoB,MAAM,CAACU,cAAc,GAAG,SAAS,EACpE1C,cAAc+B,KAAK,KAAK,OACpB,CAAC,IAAI,EAAE/B,cAAc+B,KAAK,CAACW,cAAc,IAAI,GAC7C,GACL,gCAAgC,CAAC;qBAElC;8BACJ,MAAChE;oBAAQiE,OAAO;;sCACd,KAACvD;4BACCwB,MAAMF,IAAIM,OAAO,CAACH,GAAG,CAAC,CAACC;oCAGnBvC;uCAH4B;oCAC9BqE,KAAK9B,IAAI8B,GAAG;oCACZC,KAAK,GACHtE,uCAAAA,MAAMuE,qBAAqB,CAAChC,IAAI8B,GAAG,CAAwB,YAA3DrE,uCACAuC,IAAI8B,GAAG;oCACTb,OAAOjB,IAAIiC,KAAK;gCAClB;;4BACAC,WACEvC,WAAW,YAAY,aAAa;;wBAGvCC,IAAIM,OAAO,CAACgB,MAAM,iBACjB,KAACnD;4BAAWoE,SAAQ;4BAAUC,OAAM;sCACjC;6BAED;;;8BAEN,MAACxE;oBAAQiE,OAAO;;sCACd,KAACvD;4BACCwB,MAAMF,IAAIkB,MAAM,CAACuB,KAAK,CAACtC,GAAG,CAAC,CAACuC,OAAU,CAAA;oCACpCR,KAAKQ,KAAK3B,KAAK;oCACfoB,OAAOO,KAAKP,KAAK;oCACjBd,OAAOqB,KAAKC,OAAO;oCACnBC,MACE,GAAGjE,OAAO+D,KAAKL,KAAK,EAAE,UAAU,UAAU,SAAS,CAAC,GACnDK,CAAAA,KAAKG,UAAU,KAAK,OACjB,KACA,CAAC,GAAG,EAAE9E,QAAQ2E,KAAKG,UAAU,EAAE,mBAAmB,CAAC,AAAD;gCAC1D,CAAA;4BACAP,WACEvC,WAAW,YAAY,aAAa;;wBAGvCF,OAAOK,IAAI,CAACoB,MAAM,iBACjB,KAACnD;4BAAWoE,SAAQ;4BAAUC,OAAM;sCACjC,CAAC,0DAA0D,EAAE7D,OAC5DqB,IAAIc,QAAQ,EACZ,WACA,qBAAqB,EAAEd,IAAIkB,MAAM,CAAC4B,KAAK,CAACd,cAAc,GAAG,cAAc,CAAC;6BAE1E;;;;;;AAKd;AACA7C,gBAAgB4D,WAAW,GAAG;AAE9B,eAAe5D,gBAAe"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/contacts-mix-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 { labelContactSource } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { Alert, Stack, Typography } from '@mui/material'\nimport { limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { contactPrimaryGroup } from '../../model/contact-record'\nimport { ReportBreakdown } from './report-breakdown'\nimport { plural } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { type AggregateRead, useWindowRead } from './use-aggregate-read'\nimport { funnelFromStages, tally } from '../../model/crm-reports'\n\n/**\n * How many contacts the source mix and the funnel are read from.\n *\n * These two charts need a FIELD off each contact — which facet sources it\n * carries, which lifecycle stage — and Firestore aggregates cannot group by\n * a map key, so the only way to draw them is to read documents. A thousand\n * is the same bound the contacts list carries, and past it the card SAYS it\n * is a sample rather than quietly drawing a thousand as if it were the org.\n */\nconst CONTACT_SAMPLE_CEILING = 1000\n\nexport interface ContactsMixCardProps {\n  report: CrmReportScope\n  /** The section's count of every contact this reader may see — what decides whether the read is a sample. */\n  totalContacts: AggregateRead<number>\n}\n\n/**\n * Contacts by source, and the lifecycle funnel, from the newest thousand\n * contacts (AGL-2604).\n *\n * Both are read through THIS group's facet, the way every other field on\n * the contacts page is: a source is which capture surface this holder saw\n * the person through, and a stage is where this business's sales team put\n * them. Reading either off the top of the document would chart another\n * holder's records — the disclosure the facet shape exists to end.\n *\n * Newest by `createdAt` rather than by `updatedAt`, so that the sample is\n * \"the last thousand people captured\" — a population a reader can reason\n * about — and not \"the thousand most recently edited\", which is whichever\n * ones a bulk tag touched last.\n */\nexport function ContactsMixCard(props: ContactsMixCardProps) {\n  const { report, totalContacts } = props\n  const { scope, tokens, groupId, org, nowMs } = report\n  const firestore = useFirestore()\n\n  const sample = useWindowRead<Record<string, unknown>>(\n    () =>\n      query(\n        scopedCollection(firestore, scope, 'contacts'),\n        ...visibleToClause(tokens),\n        orderBy('createdAt', 'desc'),\n        limit(CONTACT_SAMPLE_CEILING + 1),\n      ),\n    CONTACT_SAMPLE_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'contacts:sample') },\n  )\n  const status = sample.status\n\n  const mix = useMemo(() => {\n    // Through the viewing group's facet under a site; at the organization\n    // level (AGL-2630) through each person's own primary holder, so the mix\n    // is of the profiles the capturing sites keep.\n    const facets = sample.rows.map((row) =>\n      Aglyn.readContactFacet(\n        row,\n        groupId ?? contactPrimaryGroup(row, org).groupId,\n      ),\n    )\n    // A person captured two ways counts under both sources: the chart asks\n    // \"how many people came through each door\", and a person who came\n    // through two did.\n    const sources = tally(\n      facets.flatMap((facet) =>\n        (Object.keys(facet.sources) as Aglyn.ContactSource[]).filter(\n          (source) => facet.sources[source],\n        ),\n      ),\n      (source) => source,\n    )\n    const stageCounts: Partial<Record<Aglyn.ContactLifecycleStage, number>> = {}\n    let unstaged = 0\n    for (const facet of facets) {\n      const stage = facet.lifecycleStage\n      if (Aglyn.isContactLifecycleStage(stage)) {\n        stageCounts[stage] = (stageCounts[stage] ?? 0) + 1\n      } else {\n        unstaged += 1\n      }\n    }\n    return { sources, funnel: funnelFromStages(stageCounts), unstaged }\n  }, [sample, groupId, org])\n\n  // A sample only once the read has settled: while the window is empty\n  // every org \"exceeds\" zero rows.\n  const sampled =\n    status === 'success' &&\n    (sample.truncated ||\n      (totalContacts.value !== null && totalContacts.value > sample.rows.length))\n\n  return (\n    <CardDisplay\n      header={'Sources and lifecycle'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#sources-and-lifecycle',\n        excerpt:\n          'Which capture surfaces your contacts came through, and how many ' +\n          'have reached each lifecycle stage. Read from the newest thousand ' +\n          'contacts, through this site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {sampled ? (\n          <Alert severity=\"info\">\n            {`Read from the newest ${sample.rows.length.toLocaleString()} contacts${\n              totalContacts.value !== null\n                ? ` of ${totalContacts.value.toLocaleString()}`\n                : ''\n            } — a sample, not the whole list.`}\n          </Alert>\n        ) : null}\n        <Section title={'By source'}>\n          <ReportBreakdown\n            rows={mix.sources.map((row) => ({\n              key: row.key,\n              label: labelContactSource(row.key),\n              value: row.count,\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to count yet.'\n            }\n          />\n          {mix.sources.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'A person captured two ways counts under both.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Lifecycle funnel'}>\n          <ReportBreakdown\n            rows={mix.funnel.steps.map((step) => ({\n              key: step.stage,\n              label: step.label,\n              value: step.reached,\n              note:\n                `${plural(step.count, 'person', 'people')} here now` +\n                (step.conversion === null\n                  ? ''\n                  : ` · ${percent(step.conversion)} of the step before`),\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No contacts to place yet.'\n            }\n          />\n          {sample.rows.length ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Each step counts everyone who reached it or went further. ${plural(\n                mix.unstaged,\n                'contact',\n              )} with no stage yet · ${mix.funnel.other.toLocaleString()} marked other.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactsMixCard.displayName = 'ContactsMixCard'\n\nexport default ContactsMixCard\n"],"names":["Aglyn","labelContactSource","CardDisplay","percent","Section","Alert","Stack","Typography","limit","orderBy","query","useMemo","useFirestore","contactPrimaryGroup","ReportBreakdown","plural","reportCacheKey","scopedCollection","visibleToClause","useWindowRead","funnelFromStages","tally","CONTACT_SAMPLE_CEILING","ContactsMixCard","props","report","totalContacts","scope","tokens","groupId","org","nowMs","firestore","sample","cacheKey","status","mix","facets","rows","map","row","readContactFacet","sources","flatMap","facet","Object","keys","filter","source","stageCounts","unstaged","stage","lifecycleStage","isContactLifecycleStage","funnel","sampled","truncated","value","length","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","spacing","severity","toLocaleString","title","key","label","count","emptyText","variant","color","steps","step","reached","note","conversion","other","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,kBAAkB,QAAQ,qDAAoD;AACvF,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SACEC,OAAO,EACPC,OAAO,QACF,6DAA4D;AACnE,SAASC,KAAK,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACxD,SAASC,KAAK,EAAEC,OAAO,EAAEC,KAAK,QAAQ,qBAAoB;AAC1D,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,mBAAmB,QAAQ,gCAA4B;AAChE,SAASC,eAAe,QAAQ,wBAAoB;AACpD,SAASC,MAAM,QAAQ,qBAAiB;AACxC,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAA6BC,aAAa,QAAQ,0BAAsB;AACxE,SAASC,gBAAgB,EAAEC,KAAK,QAAQ,6BAAyB;AAEjE;;;;;;;;CAQC,GACD,MAAMC,yBAAyB;AAQ/B;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,aAAa,EAAE,GAAGF;IAClC,MAAM,EAAEG,KAAK,EAAEC,MAAM,EAAEC,OAAO,EAAEC,GAAG,EAAEC,KAAK,EAAE,GAAGN;IAC/C,MAAMO,YAAYpB;IAElB,MAAMqB,SAASd,cACb,IACET,MACEO,iBAAiBe,WAAWL,OAAO,gBAChCT,gBAAgBU,SACnBnB,QAAQ,aAAa,SACrBD,MAAMc,yBAAyB,KAEnCA,wBACA;QAACU;QAAWL;QAAOC;QAAQG;KAAM,EACjC;QAAEG,UAAUlB,eAAeS,QAAQ;IAAmB;IAExD,MAAMU,SAASF,OAAOE,MAAM;IAE5B,MAAMC,MAAMzB,QAAQ;QAClB,sEAAsE;QACtE,wEAAwE;QACxE,+CAA+C;QAC/C,MAAM0B,SAASJ,OAAOK,IAAI,CAACC,GAAG,CAAC,CAACC,MAC9BxC,MAAMyC,gBAAgB,CACpBD,KACAX,kBAAAA,UAAWhB,oBAAoB2B,KAAKV,KAAKD,OAAO;QAGpD,uEAAuE;QACvE,kEAAkE;QAClE,mBAAmB;QACnB,MAAMa,UAAUrB,MACdgB,OAAOM,OAAO,CAAC,CAACC,QACd,AAACC,OAAOC,IAAI,CAACF,MAAMF,OAAO,EAA4BK,MAAM,CAC1D,CAACC,SAAWJ,MAAMF,OAAO,CAACM,OAAO,IAGrC,CAACA,SAAWA;QAEd,MAAMC,cAAoE,CAAC;QAC3E,IAAIC,WAAW;QACf,KAAK,MAAMN,SAASP,OAAQ;YAC1B,MAAMc,QAAQP,MAAMQ,cAAc;YAClC,IAAIpD,MAAMqD,uBAAuB,CAACF,QAAQ;oBAClBF;gBAAtBA,WAAW,CAACE,MAAM,GAAG,EAACF,qBAAAA,WAAW,CAACE,MAAM,YAAlBF,qBAAsB,KAAK;YACnD,OAAO;gBACLC,YAAY;YACd;QACF;QACA,OAAO;YAAER;YAASY,QAAQlC,iBAAiB6B;YAAcC;QAAS;IACpE,GAAG;QAACjB;QAAQJ;QAASC;KAAI;IAEzB,qEAAqE;IACrE,iCAAiC;IACjC,MAAMyB,UACJpB,WAAW,aACVF,CAAAA,OAAOuB,SAAS,IACd9B,cAAc+B,KAAK,KAAK,QAAQ/B,cAAc+B,KAAK,GAAGxB,OAAOK,IAAI,CAACoB,MAAM;IAE7E,qBACE,KAACxD;QACCyD,QAAQ;QACRC,MAAM5D,MAAM6D,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,sEACA;QACJ;QACAC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC3D;YAAM4D,SAAS;;gBACbX,wBACC,KAAClD;oBAAM8D,UAAS;8BACb,CAAC,qBAAqB,EAAElC,OAAOK,IAAI,CAACoB,MAAM,CAACU,cAAc,GAAG,SAAS,EACpE1C,cAAc+B,KAAK,KAAK,OACpB,CAAC,IAAI,EAAE/B,cAAc+B,KAAK,CAACW,cAAc,IAAI,GAC7C,GACL,gCAAgC,CAAC;qBAElC;8BACJ,MAAChE;oBAAQiE,OAAO;;sCACd,KAACvD;4BACCwB,MAAMF,IAAIM,OAAO,CAACH,GAAG,CAAC,CAACC,MAAS,CAAA;oCAC9B8B,KAAK9B,IAAI8B,GAAG;oCACZC,OAAOtE,mBAAmBuC,IAAI8B,GAAG;oCACjCb,OAAOjB,IAAIgC,KAAK;gCAClB,CAAA;4BACAC,WACEtC,WAAW,YAAY,aAAa;;wBAGvCC,IAAIM,OAAO,CAACgB,MAAM,iBACjB,KAACnD;4BAAWmE,SAAQ;4BAAUC,OAAM;sCACjC;6BAED;;;8BAEN,MAACvE;oBAAQiE,OAAO;;sCACd,KAACvD;4BACCwB,MAAMF,IAAIkB,MAAM,CAACsB,KAAK,CAACrC,GAAG,CAAC,CAACsC,OAAU,CAAA;oCACpCP,KAAKO,KAAK1B,KAAK;oCACfoB,OAAOM,KAAKN,KAAK;oCACjBd,OAAOoB,KAAKC,OAAO;oCACnBC,MACE,GAAGhE,OAAO8D,KAAKL,KAAK,EAAE,UAAU,UAAU,SAAS,CAAC,GACnDK,CAAAA,KAAKG,UAAU,KAAK,OACjB,KACA,CAAC,GAAG,EAAE7E,QAAQ0E,KAAKG,UAAU,EAAE,mBAAmB,CAAC,AAAD;gCAC1D,CAAA;4BACAP,WACEtC,WAAW,YAAY,aAAa;;wBAGvCF,OAAOK,IAAI,CAACoB,MAAM,iBACjB,KAACnD;4BAAWmE,SAAQ;4BAAUC,OAAM;sCACjC,CAAC,0DAA0D,EAAE5D,OAC5DqB,IAAIc,QAAQ,EACZ,WACA,qBAAqB,EAAEd,IAAIkB,MAAM,CAAC2B,KAAK,CAACb,cAAc,GAAG,cAAc,CAAC;6BAE1E;;;;;;AAKd;AACA7C,gBAAgB2D,WAAW,GAAG;AAE9B,eAAe3D,gBAAe"}

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

@@ -16,6 +16,7 @@
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
+import { labelContactSource } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { measuredRate, percent, Section } from "@aglyn/shared-ui-jsx/components/measured-figures.component";
 import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
@@ -90,10 +91,7 @@ import { conversionBySource } from "../../model/crm-reports.js";
     ]);
     const read = status === 'success';
     const rate = read ? measuredRate(conversion.customers, conversion.total, 'captured') : null;
-    const labelOf = (source)=>{
-        var _Aglyn_CONTACT_SOURCE_LABELS_source;
-        return (_Aglyn_CONTACT_SOURCE_LABELS_source = Aglyn.CONTACT_SOURCE_LABELS[source]) != null ? _Aglyn_CONTACT_SOURCE_LABELS_source : source;
-    };
+    const labelOf = (source)=>labelContactSource(source);
     const sampled = read && (window.truncated || captured.value !== null && captured.value > window.rows.length);
     const caption = sampled ? `Read from the ${window.rows.length.toLocaleString()} most recently captured contacts` + (captured.value !== null ? ` of ${captured.value.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined;
     return /*#__PURE__*/ _jsx(CardDisplay, {

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 ${captured.value.toLocaleString()}` : '') +\n      ' in the period; the captured tile is counted on the server.'\n    : undefined\n\n  return (\n    <CardDisplay\n      header={'Conversion by source'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#conversion-by-source',\n        excerpt:\n          'Of the people each capture surface brought in during the ' +\n          'period, how many are customers now — at the customer stage or ' +\n          'past it, or with an order on the books. Read through this ' +\n          'site’s own view of each person.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('conversion-by-source', period)}\n            columns={COLUMNS}\n            rows={() =>\n              conversion.rows.map((row) => [\n                labelOf(row.source),\n                row.captured,\n                row.customers,\n                percent(row.rate),\n              ])\n            }\n            disabled={!read || !conversion.rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Captured'}\n            value={captured.value !== null ? captured.value.toLocaleString() : null}\n            note={'in the period, counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Now customers'}\n            value={read ? conversion.customers.toLocaleString() : null}\n            note={'of those captured'}\n          />\n          <ReportStatTile\n            label={'Conversion'}\n            value={rate ? percent(rate.value) : null}\n            note={\n              rate\n                ? `${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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+{"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 { labelContactSource } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\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    labelContactSource(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/use-can-erase-people.d.ts

@@ -0,0 +1,32 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * Whether the signed-in member may file a privacy erasure, and whether that
+ * is known yet (AGL-4047): "Privacy requests" (`org.privacy`) over the whole
+ * workspace, the key `/api/crm/erase-person` asks. On for owners and admins
+ * by default; a custom role or an override can hand it to another org-wide
+ * member or take it from an admin. A site collaborator never files one.
+ *
+ * Read off the member's own membership document and their custom role when
+ * they hold one, both of which the rules let a member read, the way the
+ * consent-group cards answer their own key. `ready` separates "no" from "not
+ * yet", so the item disables with a reason instead of vanishing.
+ */
+export declare function useCanErasePeople(orgId: string | undefined): {
+    canErase: boolean;
+    ready: boolean;
+};

package/src/lib/components/use-can-erase-people.js

@@ -0,0 +1,56 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { isOrgWideMember, resolveOrgPermissions } from "@aglyn/aglyn";
+import { useFirestore, useFirestoreDoc, useUser } from "@aglyn/tenant-feature-instance";
+import { doc } from "firebase/firestore";
+/**
+ * Whether the signed-in member may file a privacy erasure, and whether that
+ * is known yet (AGL-4047): "Privacy requests" (`org.privacy`) over the whole
+ * workspace, the key `/api/crm/erase-person` asks. On for owners and admins
+ * by default; a custom role or an override can hand it to another org-wide
+ * member or take it from an admin. A site collaborator never files one.
+ *
+ * Read off the member's own membership document and their custom role when
+ * they hold one, both of which the rules let a member read, the way the
+ * consent-group cards answer their own key. `ready` separates "no" from "not
+ * yet", so the item disables with a reason instead of vanishing.
+ */ export function useCanErasePeople(orgId) {
+    var _ref, _roleRead_data;
+    const firestore = useFirestore();
+    const { data: user } = useUser();
+    const uid = (_ref = user == null ? void 0 : user.uid) != null ? _ref : '';
+    const memberRead = useFirestoreDoc(()=>orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null, [
+        firestore,
+        orgId,
+        uid
+    ]);
+    const member = memberRead.status === 'success' ? memberRead.data : undefined;
+    const roleId = typeof (member == null ? void 0 : member.roleId) === 'string' ? member.roleId : '';
+    const roleRead = useFirestoreDoc(()=>orgId && roleId ? doc(firestore, 'orgs', orgId, 'roles', roleId) : null, [
+        firestore,
+        orgId,
+        roleId
+    ]);
+    const ready = Boolean(orgId && uid) && memberRead.status !== 'loading' && (!roleId || roleRead.status !== 'loading');
+    const granted = resolveOrgPermissions(member != null ? member : null, roleId && roleRead.status === 'success' ? (_roleRead_data = roleRead.data) != null ? _roleRead_data : null : null);
+    return {
+        canErase: Boolean(member) && isOrgWideMember(member) && granted['org.privacy'] === true,
+        ready
+    };
+}
+
+//# sourceMappingURL=use-can-erase-people.js.map

package/src/lib/components/use-can-erase-people.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-can-erase-people.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport { type AglynOrgCustomRole, isOrgWideMember, resolveOrgPermissions } from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc, useUser } from '@aglyn/tenant-feature-instance'\nimport { doc } from 'firebase/firestore'\n\n/** A membership document, as the permission resolver reads one. */\ntype MemberRecord = NonNullable<Parameters<typeof resolveOrgPermissions>[0]>\n\n/**\n * Whether the signed-in member may file a privacy erasure, and whether that\n * is known yet (AGL-4047): \"Privacy requests\" (`org.privacy`) over the whole\n * workspace, the key `/api/crm/erase-person` asks. On for owners and admins\n * by default; a custom role or an override can hand it to another org-wide\n * member or take it from an admin. A site collaborator never files one.\n *\n * Read off the member's own membership document and their custom role when\n * they hold one, both of which the rules let a member read, the way the\n * consent-group cards answer their own key. `ready` separates \"no\" from \"not\n * yet\", so the item disables with a reason instead of vanishing.\n */\nexport function useCanErasePeople(orgId: string | undefined): { canErase: boolean; ready: boolean } {\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const uid = user?.uid ?? ''\n  const memberRead = useFirestoreDoc<MemberRecord>(\n    () => (orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null),\n    [firestore, orgId, uid],\n  )\n  const member = memberRead.status === 'success' ? memberRead.data : undefined\n  const roleId = typeof member?.roleId === 'string' ? member.roleId : ''\n  const roleRead = useFirestoreDoc<AglynOrgCustomRole>(\n    () => (orgId && roleId ? doc(firestore, 'orgs', orgId, 'roles', roleId) : null),\n    [firestore, orgId, roleId],\n  )\n  const ready =\n    Boolean(orgId && uid) && memberRead.status !== 'loading' && (!roleId || roleRead.status !== 'loading')\n  const granted = resolveOrgPermissions(\n    member ?? null,\n    roleId && roleRead.status === 'success' ? (roleRead.data ?? null) : null,\n  )\n  return { canErase: Boolean(member) && isOrgWideMember(member) && granted['org.privacy'] === true, ready }\n}\n"],"names":["isOrgWideMember","resolveOrgPermissions","useFirestore","useFirestoreDoc","useUser","doc","useCanErasePeople","orgId","roleRead","firestore","data","user","uid","memberRead","member","status","undefined","roleId","ready","Boolean","granted","canErase"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;AAEA,SAAkCA,eAAe,EAAEC,qBAAqB,QAAQ,eAAc;AAC9F,SAASC,YAAY,EAAEC,eAAe,EAAEC,OAAO,QAAQ,iCAAgC;AACvF,SAASC,GAAG,QAAQ,qBAAoB;AAKxC;;;;;;;;;;;CAWC,GACD,OAAO,SAASC,kBAAkBC,KAAyB;cAkBZC;IAjB7C,MAAMC,YAAYP;IAClB,MAAM,EAAEQ,MAAMC,IAAI,EAAE,GAAGP;IACvB,MAAMQ,cAAMD,wBAAAA,KAAMC,GAAG,mBAAI;IACzB,MAAMC,aAAaV,gBACjB,IAAOI,SAASK,MAAMP,IAAII,WAAW,QAAQF,OAAO,WAAWK,OAAO,MACtE;QAACH;QAAWF;QAAOK;KAAI;IAEzB,MAAME,SAASD,WAAWE,MAAM,KAAK,YAAYF,WAAWH,IAAI,GAAGM;IACnE,MAAMC,SAAS,QAAOH,0BAAAA,OAAQG,MAAM,MAAK,WAAWH,OAAOG,MAAM,GAAG;IACpE,MAAMT,WAAWL,gBACf,IAAOI,SAASU,SAASZ,IAAII,WAAW,QAAQF,OAAO,SAASU,UAAU,MAC1E;QAACR;QAAWF;QAAOU;KAAO;IAE5B,MAAMC,QACJC,QAAQZ,SAASK,QAAQC,WAAWE,MAAM,KAAK,aAAc,CAAA,CAACE,UAAUT,SAASO,MAAM,KAAK,SAAQ;IACtG,MAAMK,UAAUnB,sBACda,iBAAAA,SAAU,MACVG,UAAUT,SAASO,MAAM,KAAK,aAAaP,iBAAAA,SAASE,IAAI,YAAbF,iBAAiB,OAAQ;IAEtE,OAAO;QAAEa,UAAUF,QAAQL,WAAWd,gBAAgBc,WAAWM,OAAO,CAAC,cAAc,KAAK;QAAMF;IAAM;AAC1G"}

package/src/lib/model/record-facts-disclosed.js

@@ -14,7 +14,8 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_SOURCE_LABELS, CRM_ACTIVITY_KIND_LABELS, CRM_EMAIL_DELIVERY_STATE_LABELS, CRM_FORECAST_CATEGORY_LABELS, CRM_TASK_KIND_LABELS, contactDisplayName, crmActivityDirection, crmLeadStatusLabel, DEAL_NEXT_STEP_MAX, dealContactRolesOf, dealForecastCategory, dealProbability, dealStageById, dealStageForecastCategory, interactionsForGroup, isContactLifecycleStage, isCrmEmailDeliveryState, readContactFacet } from "@aglyn/aglyn/server";
+ */ import { CONTACT_LIFECYCLE_STAGE_LABELS, CRM_ACTIVITY_KIND_LABELS, CRM_EMAIL_DELIVERY_STATE_LABELS, CRM_FORECAST_CATEGORY_LABELS, CRM_TASK_KIND_LABELS, contactDisplayName, crmActivityDirection, crmLeadStatusLabel, DEAL_NEXT_STEP_MAX, dealContactRolesOf, dealForecastCategory, dealProbability, dealStageById, dealStageForecastCategory, interactionsForGroup, isContactLifecycleStage, isCrmEmailDeliveryState, readContactFacet } from "@aglyn/aglyn/server";
+import { labelContactSource } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { CRM_FACTS_CONTACT_ROLES_MAX, CRM_FACTS_DEALS_MAX, CRM_FACTS_LABEL_MAX, CRM_FACTS_NOTES_MAX, CRM_FACTS_TAGS_MAX, CRM_FACTS_TASKS_MAX, CRM_FACTS_TEXT_MAX, crmFactDay, crmFactMillis, crmFactMoney, crmFactText, crmTimelineFacts, leadSourceFact } from "./record-facts.js";
 /** An email address written inside free text. */ const EMAIL_IN_PROSE = /[\w.+-]+@[\w-]+(?:\.[\w-]+)+/g;
 /** A run of digits and the separators a phone number is written with. */ const DIGIT_RUN_IN_PROSE = /\+?\(?\d[\d\s().-]{7,}\d/g;
@@ -62,7 +63,7 @@ function tagsOf(value) {
 /** A capture the platform recorded on a contact, as a timeline entry. */ export function crmDisclosedInteractionFact(interaction) {
     const on = crmFactDay(interaction.atMs);
     if (!on) return null;
-    const kind = interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture';
+    const kind = labelContactSource(interaction.type, 'Capture');
     const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX);
     return text ? {
         on,
@@ -121,10 +122,7 @@ export function disclosedContactFacts(input) {
     var _facet_sources;
     const { row, group } = input;
     const facet = readContactFacet(row, group.groupId);
-    const sources = Object.entries((_facet_sources = facet.sources) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>{
-        var _CONTACT_SOURCE_LABELS_source;
-        return (_CONTACT_SOURCE_LABELS_source = CONTACT_SOURCE_LABELS[source]) != null ? _CONTACT_SOURCE_LABELS_source : '';
-    }).filter(Boolean);
+    const sources = Object.entries((_facet_sources = facet.sources) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>labelContactSource(source, '')).filter(Boolean);
     const interactions = interactionsForGroup(facet.interactions, group.hostIds);
     return {
         record: 'contact',

package/src/lib/model/record-facts-disclosed.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts-disclosed.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_SOURCE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_FORECAST_CATEGORY_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmActivityDirection,\n  crmLeadStatusLabel,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  dealStageForecastCategory,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmDeal,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  CRM_FACTS_CONTACT_ROLES_MAX,\n  CRM_FACTS_DEALS_MAX,\n  CRM_FACTS_LABEL_MAX,\n  CRM_FACTS_NOTES_MAX,\n  CRM_FACTS_TAGS_MAX,\n  CRM_FACTS_TASKS_MAX,\n  CRM_FACTS_TEXT_MAX,\n  crmFactDay,\n  crmFactMillis,\n  crmFactMoney,\n  crmFactText,\n  crmTimelineFacts,\n  leadSourceFact,\n  type CompanyFactsInput,\n  type ContactFactsInput,\n  type CrmCompanyFacts,\n  type CrmContactFacts,\n  type CrmContactRoleFact,\n  type CrmDealFact,\n  type CrmDealFacts,\n  type CrmLeadFacts,\n  type CrmTaskFact,\n  type CrmTimelineFact,\n  type DealFactsInput,\n  type LeadFactsInput,\n} from './record-facts'\n\n/**\n * THE DISCLOSED FACTS: what CRM assistance sends while\n * `release_crm_assist_whole_record` is off.\n *\n * The published Privacy Policy (section 2) and the Anthropic row on\n * `/legal/subprocessors` promise that CRM assistance sends a record's name\n * and, by kind, its job title, company, lifecycle stage, tags, capture\n * history and counts, domain, industry, headcount, pipeline stages, status,\n * amount, dates, lost reason, parties and lead status, with its notes,\n * newest timeline entries and open tasks and deals — and never an email,\n * phone or postal field, marketing consent, custom field value, team member\n * or record id. These builders report exactly that, so production keeps the\n * promise until those pages are republished and the flag is turned on;\n * `record-facts.ts` builds the whole record for the flag's on side.\n *\n * ## What never leaves\n *\n * No email address, phone number or postal address of anyone; no birthdate;\n * no assistant and no reports-to; no marketing consent; no custom field\n * VALUE; no team member's name or id; no document id of any record; no\n * file; no order or payment detail beyond a count. A logged email carries its\n * subject and a cut of its body, never the address it went to or came from.\n *\n * Every text a person wrote into a record — a name, a job title, a tag, notes,\n * a logged activity, a capture's summary, a task's or a deal's title, a\n * reason — is reported as written, except that an email address or a phone\n * number inside it is replaced by a placeholder first ({@link crmFactProse}):\n * an import that put an address in the name column leaves no address behind.\n * What the workspace configured — pipeline, stage and field names — and a\n * company's domain are reported as they are. A postal address typed into a\n * note is not recognized and leaves as typed.\n *\n * The bytes are as stable as the whole record's: one key order, UTC days,\n * money as a code and a fixed-point amount.\n */\n\nexport type CrmDisclosedContactFacts = Pick<\n  CrmContactFacts,\n  | 'record'\n  | 'name'\n  | 'salutation'\n  | 'jobTitle'\n  | 'department'\n  | 'doNotCall'\n  | 'company'\n  | 'lifecycleStage'\n  | 'tags'\n  | 'sources'\n  | 'orders'\n  | 'lastPurchase'\n  | 'since'\n  | 'lastEmailEngagement'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n  | 'deals'\n>\n\nexport type CrmDisclosedCompanyFacts = Pick<\n  CrmCompanyFacts,\n  | 'record'\n  | 'name'\n  | 'domain'\n  | 'industry'\n  | 'type'\n  | 'rating'\n  | 'ownership'\n  | 'accountSource'\n  | 'employees'\n  | 'annualRevenue'\n  | 'tags'\n  | 'people'\n  | 'since'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n  | 'deals'\n>\n\nexport type CrmDisclosedDealFacts = Pick<\n  CrmDealFacts,\n  | 'record'\n  | 'title'\n  | 'pipeline'\n  | 'stages'\n  | 'stageId'\n  | 'stage'\n  | 'status'\n  | 'amount'\n  | 'expectedClose'\n  | 'inStageSince'\n  | 'lostReason'\n  | 'type'\n  | 'leadSource'\n  | 'nextStep'\n  | 'probability'\n  | 'forecastCategory'\n  | 'contact'\n  | 'contactRoles'\n  | 'company'\n  | 'since'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n> & {\n  /** How many products the deal holds — a count, never their names or prices. */\n  products: number\n}\n\nexport type CrmDisclosedLeadFacts = Pick<\n  CrmLeadFacts,\n  | 'record'\n  | 'name'\n  | 'salutation'\n  | 'company'\n  | 'jobTitle'\n  | 'leadSource'\n  | 'industry'\n  | 'rating'\n  | 'employees'\n  | 'annualRevenue'\n  | 'doNotCall'\n  | 'status'\n  | 'sources'\n  | 'captures'\n  | 'firstSeen'\n  | 'lastSeen'\n  | 'assigned'\n  | 'converted'\n  | 'unqualifiedReason'\n  | 'notes'\n  | 'timeline'\n>\n\n/** An email address written inside free text. */\nconst EMAIL_IN_PROSE = /[\\w.+-]+@[\\w-]+(?:\\.[\\w-]+)+/g\n/** A run of digits and the separators a phone number is written with. */\nconst DIGIT_RUN_IN_PROSE = /\\+?\\(?\\d[\\d\\s().-]{7,}\\d/g\n/** Calendar days, which a run of digits may be and a phone number is not. */\nconst DAYS_ONLY = /^\\d{4}-\\d{2}-\\d{2}(?:\\s+\\d{4}-\\d{2}-\\d{2})*$/\n\nexport const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]'\nexport const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]'\n\nconst DAY_MS = 86_400_000\n\n/**\n * Free text the team wrote, as {@link crmFactText} reports it, with every\n * email address, and every run of ten digits or more that is not a list of\n * days, replaced by a placeholder. The fields that hold an address or a number\n * are never reported, and this keeps one typed into a note from leaving\n * either. Replaced before the cut, so a cut never halves an address into\n * something unrecognized.\n */\nexport function crmFactProse(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const scrubbed = value\n    .replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER)\n    .replace(DIGIT_RUN_IN_PROSE, (run) =>\n      DAYS_ONLY.test(run.trim()) || run.replace(/\\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER,\n    )\n  return crmFactText(scrubbed, max)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactProse(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\n/** A logged activity as a timeline entry: never the address it went to or came from. */\nexport function crmDisclosedActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  const direction = crmActivityDirection(kind, activity.direction)\n  if (direction) fact.direction = direction\n  const subject = crmFactProse(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmDisclosedInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind =\n    interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture'\n  const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last: never who holds one, nor its notes. */\nexport function crmDisclosedOpenTaskFacts(tasks: ReadonlyArray<Partial<CrmTask>>, nowMs: number): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => ({\n      title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),\n      kind:\n        crmFactProse(task.typeLabel, CRM_FACTS_LABEL_MAX) ||\n        (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),\n      priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n      ...(crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX)\n        ? { status: crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX) }\n        : {}),\n      due: due === null ? null : crmFactDay(due),\n      // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n      overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n    }))\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nfunction disclosedDealSummary(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nfunction disclosedDealSummaries(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => disclosedDealSummary(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nexport function disclosedContactFacts(input: ContactFactsInput): CrmDisclosedContactFacts {\n  const { row, group } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => CONTACT_SOURCE_LABELS[source as keyof typeof CONTACT_SOURCE_LABELS] ?? '')\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  return {\n    record: 'contact',\n    name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),\n    salutation: crmFactProse(facet.salutation, CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),\n    department: crmFactProse(facet.department, CRM_FACTS_LABEL_MAX),\n    doNotCall: facet.doNotCall === true,\n    company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmDisclosedInteractionFact(interaction) })),\n    ]),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n    deals: disclosedDealSummaries(input.deals, input.pipelines),\n  }\n}\n\nexport function disclosedCompanyFacts(input: CompanyFactsInput): CrmDisclosedCompanyFacts {\n  const { company } = input\n  return {\n    record: 'company',\n    name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),\n    domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),\n    industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),\n    type: crmFactProse(company.type, CRM_FACTS_LABEL_MAX),\n    rating: crmFactProse(company.rating, CRM_FACTS_LABEL_MAX),\n    ownership: crmFactProse(company.ownership, CRM_FACTS_LABEL_MAX),\n    accountSource: crmFactProse(company.accountSource, CRM_FACTS_LABEL_MAX),\n    employees:\n      typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0\n        ? Math.floor(company.numberOfEmployees)\n        : null,\n    annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n    ),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n    deals: disclosedDealSummaries(input.deals, input.pipelines),\n  }\n}\n\n/**\n * Every contact on a deal and the part each plays (AGL-3521), the Primary\n * first and at most {@link CRM_FACTS_CONTACT_ROLES_MAX}: each named as the\n * reader resolved them, with an address or a number in a name replaced. A\n * contact the reader could not see is left out rather than named by id.\n */\nfunction disclosedContactRoleFacts(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  names: ReadonlyMap<string, string> = new Map(),\n): CrmContactRoleFact[] {\n  return dealContactRolesOf(deal)\n    .sort((a, b) => Number(b.primary) - Number(a.primary))\n    .filter((row) => names.has(row.contactId))\n    .slice(0, CRM_FACTS_CONTACT_ROLES_MAX)\n    .map((row) => ({\n      name: crmFactProse(names.get(row.contactId), CRM_FACTS_LABEL_MAX),\n      role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),\n      primary: row.primary,\n    }))\n}\n\nexport function disclosedDealFacts(input: DealFactsInput): CrmDisclosedDealFacts {\n  const { deal, pipeline } = input\n  const summary = disclosedDealSummary(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n      probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),\n      forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],\n    }))\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),\n    type: crmFactText(deal.type, CRM_FACTS_LABEL_MAX),\n    leadSource: crmFactText(deal.leadSource, CRM_FACTS_LABEL_MAX),\n    nextStep: crmFactProse(deal.nextStep, DEAL_NEXT_STEP_MAX),\n    probability: dealProbability(deal, stage),\n    forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],\n    contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),\n    contactRoles: disclosedContactRoleFacts(deal, input.contactNames),\n    company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),\n    products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,\n    since: crmFactDay(deal.createdAt),\n    notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n    ),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n  }\n}\n\nexport function disclosedLeadFacts(input: LeadFactsInput): CrmDisclosedLeadFacts {\n  const { lead, leadStatuses } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),\n    salutation: crmFactProse(lead['salutation'], CRM_FACTS_LABEL_MAX),\n    company: crmFactProse(lead['company'], CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(lead['jobTitle'], CRM_FACTS_LABEL_MAX),\n    leadSource: crmFactText(lead['leadSource'], CRM_FACTS_LABEL_MAX),\n    industry: crmFactText(lead['industry'], CRM_FACTS_LABEL_MAX),\n    rating: crmFactText(lead['rating'], CRM_FACTS_LABEL_MAX),\n    employees:\n      typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0\n        ? Math.floor(lead['numberOfEmployees'])\n        : null,\n    annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),\n    doNotCall: lead['doNotCall'] === true,\n    status: crmLeadStatusLabel(lead as { status?: never; statusLabel?: string }, leadStatuses),\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,\n    firstSeen: crmFactDay(lead['firstSeenAtMs']),\n    lastSeen: crmFactDay(lead['lastSeenAtMs']),\n    assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',\n    converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',\n    unqualifiedReason: crmFactProse(lead['unqualifiedReason'], CRM_FACTS_LABEL_MAX),\n    notes: crmFactProse(lead['notes'], CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n    ),\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts-disclosed.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_FORECAST_CATEGORY_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmActivityDirection,\n  crmLeadStatusLabel,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  dealStageForecastCategory,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmDeal,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport { labelContactSource } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CRM_FACTS_CONTACT_ROLES_MAX,\n  CRM_FACTS_DEALS_MAX,\n  CRM_FACTS_LABEL_MAX,\n  CRM_FACTS_NOTES_MAX,\n  CRM_FACTS_TAGS_MAX,\n  CRM_FACTS_TASKS_MAX,\n  CRM_FACTS_TEXT_MAX,\n  crmFactDay,\n  crmFactMillis,\n  crmFactMoney,\n  crmFactText,\n  crmTimelineFacts,\n  leadSourceFact,\n  type CompanyFactsInput,\n  type ContactFactsInput,\n  type CrmCompanyFacts,\n  type CrmContactFacts,\n  type CrmContactRoleFact,\n  type CrmDealFact,\n  type CrmDealFacts,\n  type CrmLeadFacts,\n  type CrmTaskFact,\n  type CrmTimelineFact,\n  type DealFactsInput,\n  type LeadFactsInput,\n} from './record-facts'\n\n/**\n * THE DISCLOSED FACTS: what CRM assistance sends while\n * `release_crm_assist_whole_record` is off.\n *\n * The published Privacy Policy (section 2) and the Anthropic row on\n * `/legal/subprocessors` promise that CRM assistance sends a record's name\n * and, by kind, its job title, company, lifecycle stage, tags, capture\n * history and counts, domain, industry, headcount, pipeline stages, status,\n * amount, dates, lost reason, parties and lead status, with its notes,\n * newest timeline entries and open tasks and deals — and never an email,\n * phone or postal field, marketing consent, custom field value, team member\n * or record id. These builders report exactly that, so production keeps the\n * promise until those pages are republished and the flag is turned on;\n * `record-facts.ts` builds the whole record for the flag's on side.\n *\n * ## What never leaves\n *\n * No email address, phone number or postal address of anyone; no birthdate;\n * no assistant and no reports-to; no marketing consent; no custom field\n * VALUE; no team member's name or id; no document id of any record; no\n * file; no order or payment detail beyond a count. A logged email carries its\n * subject and a cut of its body, never the address it went to or came from.\n *\n * Every text a person wrote into a record — a name, a job title, a tag, notes,\n * a logged activity, a capture's summary, a task's or a deal's title, a\n * reason — is reported as written, except that an email address or a phone\n * number inside it is replaced by a placeholder first ({@link crmFactProse}):\n * an import that put an address in the name column leaves no address behind.\n * What the workspace configured — pipeline, stage and field names — and a\n * company's domain are reported as they are. A postal address typed into a\n * note is not recognized and leaves as typed.\n *\n * The bytes are as stable as the whole record's: one key order, UTC days,\n * money as a code and a fixed-point amount.\n */\n\nexport type CrmDisclosedContactFacts = Pick<\n  CrmContactFacts,\n  | 'record'\n  | 'name'\n  | 'salutation'\n  | 'jobTitle'\n  | 'department'\n  | 'doNotCall'\n  | 'company'\n  | 'lifecycleStage'\n  | 'tags'\n  | 'sources'\n  | 'orders'\n  | 'lastPurchase'\n  | 'since'\n  | 'lastEmailEngagement'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n  | 'deals'\n>\n\nexport type CrmDisclosedCompanyFacts = Pick<\n  CrmCompanyFacts,\n  | 'record'\n  | 'name'\n  | 'domain'\n  | 'industry'\n  | 'type'\n  | 'rating'\n  | 'ownership'\n  | 'accountSource'\n  | 'employees'\n  | 'annualRevenue'\n  | 'tags'\n  | 'people'\n  | 'since'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n  | 'deals'\n>\n\nexport type CrmDisclosedDealFacts = Pick<\n  CrmDealFacts,\n  | 'record'\n  | 'title'\n  | 'pipeline'\n  | 'stages'\n  | 'stageId'\n  | 'stage'\n  | 'status'\n  | 'amount'\n  | 'expectedClose'\n  | 'inStageSince'\n  | 'lostReason'\n  | 'type'\n  | 'leadSource'\n  | 'nextStep'\n  | 'probability'\n  | 'forecastCategory'\n  | 'contact'\n  | 'contactRoles'\n  | 'company'\n  | 'since'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n> & {\n  /** How many products the deal holds — a count, never their names or prices. */\n  products: number\n}\n\nexport type CrmDisclosedLeadFacts = Pick<\n  CrmLeadFacts,\n  | 'record'\n  | 'name'\n  | 'salutation'\n  | 'company'\n  | 'jobTitle'\n  | 'leadSource'\n  | 'industry'\n  | 'rating'\n  | 'employees'\n  | 'annualRevenue'\n  | 'doNotCall'\n  | 'status'\n  | 'sources'\n  | 'captures'\n  | 'firstSeen'\n  | 'lastSeen'\n  | 'assigned'\n  | 'converted'\n  | 'unqualifiedReason'\n  | 'notes'\n  | 'timeline'\n>\n\n/** An email address written inside free text. */\nconst EMAIL_IN_PROSE = /[\\w.+-]+@[\\w-]+(?:\\.[\\w-]+)+/g\n/** A run of digits and the separators a phone number is written with. */\nconst DIGIT_RUN_IN_PROSE = /\\+?\\(?\\d[\\d\\s().-]{7,}\\d/g\n/** Calendar days, which a run of digits may be and a phone number is not. */\nconst DAYS_ONLY = /^\\d{4}-\\d{2}-\\d{2}(?:\\s+\\d{4}-\\d{2}-\\d{2})*$/\n\nexport const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]'\nexport const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]'\n\nconst DAY_MS = 86_400_000\n\n/**\n * Free text the team wrote, as {@link crmFactText} reports it, with every\n * email address, and every run of ten digits or more that is not a list of\n * days, replaced by a placeholder. The fields that hold an address or a number\n * are never reported, and this keeps one typed into a note from leaving\n * either. Replaced before the cut, so a cut never halves an address into\n * something unrecognized.\n */\nexport function crmFactProse(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const scrubbed = value\n    .replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER)\n    .replace(DIGIT_RUN_IN_PROSE, (run) =>\n      DAYS_ONLY.test(run.trim()) || run.replace(/\\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER,\n    )\n  return crmFactText(scrubbed, max)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactProse(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\n/** A logged activity as a timeline entry: never the address it went to or came from. */\nexport function crmDisclosedActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  const direction = crmActivityDirection(kind, activity.direction)\n  if (direction) fact.direction = direction\n  const subject = crmFactProse(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmDisclosedInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind = labelContactSource(interaction.type, 'Capture')\n  const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last: never who holds one, nor its notes. */\nexport function crmDisclosedOpenTaskFacts(tasks: ReadonlyArray<Partial<CrmTask>>, nowMs: number): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => ({\n      title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),\n      kind:\n        crmFactProse(task.typeLabel, CRM_FACTS_LABEL_MAX) ||\n        (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),\n      priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n      ...(crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX)\n        ? { status: crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX) }\n        : {}),\n      due: due === null ? null : crmFactDay(due),\n      // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n      overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n    }))\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nfunction disclosedDealSummary(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nfunction disclosedDealSummaries(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => disclosedDealSummary(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nexport function disclosedContactFacts(input: ContactFactsInput): CrmDisclosedContactFacts {\n  const { row, group } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => labelContactSource(source, ''))\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  return {\n    record: 'contact',\n    name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),\n    salutation: crmFactProse(facet.salutation, CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),\n    department: crmFactProse(facet.department, CRM_FACTS_LABEL_MAX),\n    doNotCall: facet.doNotCall === true,\n    company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmDisclosedInteractionFact(interaction) })),\n    ]),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n    deals: disclosedDealSummaries(input.deals, input.pipelines),\n  }\n}\n\nexport function disclosedCompanyFacts(input: CompanyFactsInput): CrmDisclosedCompanyFacts {\n  const { company } = input\n  return {\n    record: 'company',\n    name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),\n    domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),\n    industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),\n    type: crmFactProse(company.type, CRM_FACTS_LABEL_MAX),\n    rating: crmFactProse(company.rating, CRM_FACTS_LABEL_MAX),\n    ownership: crmFactProse(company.ownership, CRM_FACTS_LABEL_MAX),\n    accountSource: crmFactProse(company.accountSource, CRM_FACTS_LABEL_MAX),\n    employees:\n      typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0\n        ? Math.floor(company.numberOfEmployees)\n        : null,\n    annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n    ),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n    deals: disclosedDealSummaries(input.deals, input.pipelines),\n  }\n}\n\n/**\n * Every contact on a deal and the part each plays (AGL-3521), the Primary\n * first and at most {@link CRM_FACTS_CONTACT_ROLES_MAX}: each named as the\n * reader resolved them, with an address or a number in a name replaced. A\n * contact the reader could not see is left out rather than named by id.\n */\nfunction disclosedContactRoleFacts(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  names: ReadonlyMap<string, string> = new Map(),\n): CrmContactRoleFact[] {\n  return dealContactRolesOf(deal)\n    .sort((a, b) => Number(b.primary) - Number(a.primary))\n    .filter((row) => names.has(row.contactId))\n    .slice(0, CRM_FACTS_CONTACT_ROLES_MAX)\n    .map((row) => ({\n      name: crmFactProse(names.get(row.contactId), CRM_FACTS_LABEL_MAX),\n      role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),\n      primary: row.primary,\n    }))\n}\n\nexport function disclosedDealFacts(input: DealFactsInput): CrmDisclosedDealFacts {\n  const { deal, pipeline } = input\n  const summary = disclosedDealSummary(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n      probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),\n      forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],\n    }))\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),\n    type: crmFactText(deal.type, CRM_FACTS_LABEL_MAX),\n    leadSource: crmFactText(deal.leadSource, CRM_FACTS_LABEL_MAX),\n    nextStep: crmFactProse(deal.nextStep, DEAL_NEXT_STEP_MAX),\n    probability: dealProbability(deal, stage),\n    forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],\n    contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),\n    contactRoles: disclosedContactRoleFacts(deal, input.contactNames),\n    company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),\n    products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,\n    since: crmFactDay(deal.createdAt),\n    notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n    ),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n  }\n}\n\nexport function disclosedLeadFacts(input: LeadFactsInput): CrmDisclosedLeadFacts {\n  const { lead, leadStatuses } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),\n    salutation: crmFactProse(lead['salutation'], CRM_FACTS_LABEL_MAX),\n    company: crmFactProse(lead['company'], CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(lead['jobTitle'], CRM_FACTS_LABEL_MAX),\n    leadSource: crmFactText(lead['leadSource'], CRM_FACTS_LABEL_MAX),\n    industry: crmFactText(lead['industry'], CRM_FACTS_LABEL_MAX),\n    rating: crmFactText(lead['rating'], CRM_FACTS_LABEL_MAX),\n    employees:\n      typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0\n        ? Math.floor(lead['numberOfEmployees'])\n        : null,\n    annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),\n    doNotCall: lead['doNotCall'] === true,\n    status: crmLeadStatusLabel(lead as { status?: never; statusLabel?: string }, leadStatuses),\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? 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