@aglyn/plugins-crm 1.0.0-beta.292 → 1.0.0-beta.296

package/src/lib/components/deal-board.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-board.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmDealStage } from '@aglyn/aglyn'\nimport {\n  mdiChevronRight,\n  mdiOpenInNew,\n  mdiThumbDownOutline,\n  mdiTrophyOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport {\n  closestCorners,\n  DndContext,\n  type DragEndEvent,\n  DragOverlay,\n  type DragStartEvent,\n  KeyboardSensor,\n  PointerSensor,\n  useDraggable,\n  useDroppable,\n  useSensor,\n  useSensors,\n} from '@dnd-kit/core'\nimport { CSS } from '@dnd-kit/utilities'\nimport {\n  Box,\n  Button,\n  Chip,\n  CircularProgress,\n  Paper,\n  Stack,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  daysInStage,\n  type DealDoc,\n  formatMoney,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { OwnerAvatar } from './owner-avatar'\n\n/** The droppable id a stage column answers to. */\nconst columnId = (stageId: string) => `stage:${stageId}`\nconst stageOfColumn = (id: unknown) =>\n  typeof id === 'string' && id.startsWith('stage:') ? id.slice('stage:'.length) : null\n\nexport interface DealBoardProps {\n  pipeline: PipelineDoc\n  /** Every open deal in the pipeline; the board sorts them into columns. */\n  deals: readonly DealDoc[]\n  /** The closed columns' rows once expanded; `null` while collapsed. */\n  won: readonly DealDoc[] | null\n  lost: readonly DealDoc[] | null\n  closedExpanded: boolean\n  onToggleClosed: () => void\n  /** The owner's name for a uid, from the roster. */\n  labelFor: (uid: string | undefined) => string\n  /** Deals whose move is in flight — drawn dimmed, not draggable. */\n  moving: ReadonlySet<string>\n  onOpen: (deal: DealDoc) => void\n  onMove: (deal: DealDoc, stageId: string) => void\n  onWon: (deal: DealDoc) => void\n  onLost: (deal: DealDoc) => void\n  nowMs: number\n}\n\n/**\n * The pipeline as columns (AGL-2598): one per open stage, Won and Lost at\n * the end, cards dragged between them.\n *\n * ## Dragging is a request, not a write\n *\n * `@dnd-kit` handles the pointer; when a card is released over another\n * column the board calls `onMove`, and the SECTION calls the stage route.\n * The card is not moved locally: it dims while the request is in flight\n * and lands in its new column when the listener hears the write. An\n * optimistic move that the server refused — no permission, a stage the\n * pipeline lost meanwhile — would have to be animated back, and a card that\n * jumps back with no explanation reads as a bug in the board rather than a\n * refusal by the server, which is what it was.\n *\n * The pointer sensor needs a few pixels of travel before a drag begins, so\n * a click on the title still opens the deal and a click on the menu still\n * opens the menu. The keyboard sensor makes the same move reachable without\n * a mouse; the card menu's \"Move to\" items are the other route.\n *\n * ## Won and Lost fold away\n *\n * A closed deal is history, and a board that drew every won deal of the\n * year beside the four open stages would push the work off the screen. The\n * two closed columns start collapsed to a count-free stub and expand on\n * request, which is also when their rows are read — a collapsed column\n * costs no listener.\n */\nexport function DealBoard(props: DealBoardProps) {\n  const {\n    pipeline,\n    deals,\n    won,\n    lost,\n    closedExpanded,\n    onToggleClosed,\n    labelFor,\n    moving,\n    onOpen,\n    onMove,\n    onWon,\n    onLost,\n    nowMs,\n  } = props\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n  const byStage = useMemo(() => {\n    const map = new Map<string, DealDoc[]>()\n    for (const stage of stages) map.set(stage.id, [])\n    const orphans: DealDoc[] = []\n    for (const deal of deals) {\n      const column = map.get(deal.stageId)\n      if (column) column.push(deal)\n      else orphans.push(deal)\n    }\n    return { map, orphans }\n  }, [stages, deals])\n\n  const sensors = useSensors(\n    useSensor(PointerSensor, { activationConstraint: { distance: 6 } }),\n    useSensor(KeyboardSensor),\n  )\n  const [dragging, setDragging] = useState<DealDoc | null>(null)\n  const handleDragStart = useCallback((event: DragStartEvent) => {\n    setDragging((event.active.data.current?.['deal'] as DealDoc) ?? null)\n  }, [])\n  const handleDragEnd = useCallback(\n    (event: DragEndEvent) => {\n      setDragging(null)\n      const deal = event.active.data.current?.['deal'] as DealDoc | undefined\n      const target = stageOfColumn(event.over?.id)\n      if (!deal || !target || target === deal.stageId) return\n      const stage = pipeline.stages.find((entry) => entry.id === target)\n      if (!stage) return\n      if (stage.kind === 'won') return onWon(deal)\n      if (stage.kind === 'lost') return onLost(deal)\n      onMove(deal, target)\n    },\n    [pipeline, onMove, onWon, onLost],\n  )\n\n  const cardActions = useCallback(\n    (deal: DealDoc): RowActionsMenuItem[] => [\n      {\n        key: 'open',\n        label: 'Open',\n        icon: <MdiIcon path={mdiOpenInNew.path} size={0.8} />,\n        onClick: () => onOpen(deal),\n      },\n      ...stages\n        .filter((stage) => stage.id !== deal.stageId)\n        .map((stage) => ({\n          key: `move:${stage.id}`,\n          label: `Move to ${stage.name}`,\n          icon: <MdiIcon path={mdiChevronRight.path} size={0.8} />,\n          onClick: () => onMove(deal, stage.id),\n        })),\n      {\n        key: 'won',\n        label: 'Mark won',\n        icon: <MdiIcon path={mdiTrophyOutline.path} size={0.8} />,\n        onClick: () => onWon(deal),\n      },\n      {\n        key: 'lost',\n        label: 'Mark lost',\n        icon: <MdiIcon path={mdiThumbDownOutline.path} size={0.8} />,\n        onClick: () => onLost(deal),\n        destructive: true,\n      },\n    ],\n    [stages, onOpen, onMove, onWon, onLost],\n  )\n\n  const renderCard = (deal: DealDoc) => (\n    <DealCard\n      key={deal.$id}\n      deal={deal}\n      ownerLabel={labelFor(deal.ownerUid)}\n      days={daysInStage(deal, nowMs)}\n      pending={moving.has(deal.$id)}\n      actions={cardActions(deal)}\n      onOpen={() => onOpen(deal)}\n    />\n  )\n\n  const closedStages = pipeline.stages.filter((stage) => stage.kind !== 'open')\n\n  return (\n    <DndContext\n      sensors={sensors}\n      collisionDetection={closestCorners}\n      onDragStart={handleDragStart}\n      onDragEnd={handleDragEnd}\n      onDragCancel={() => setDragging(null)}\n    >\n      {/*\n        The board scrolls sideways; the page does not. The columns are\n        fixed-width and refuse to shrink, so the row is as wide as its\n        stages — and a flex item's implicit `min-width: auto` would hand\n        that width up to the card and the page rather than clip it here.\n        `minWidth: 0` is what lets this box be narrower than its content,\n        which is the whole condition for the scrollbar to appear on it.\n       */}\n      <Box sx={{ overflowX: 'auto', pb: 1, minWidth: 0, width: '100%' }}>\n        <Stack direction=\"row\" spacing={1.5} sx={{ alignItems: 'stretch', minWidth: 'max-content' }}>\n          {stages.map((stage) => (\n            <StageColumn\n              key={stage.id}\n              stage={stage}\n              count={byStage.map.get(stage.id)?.length ?? 0}\n              total={(byStage.map.get(stage.id) ?? []).reduce(\n                (sum, deal) => sum + (Number(deal.amountCents) || 0),\n                0,\n              )}\n              currency={byStage.map.get(stage.id)?.[0]?.currency}\n            >\n              {(byStage.map.get(stage.id) ?? []).map(renderCard)}\n            </StageColumn>\n          ))}\n          {byStage.orphans.length ? (\n            <StageColumn\n              stage={{\n                id: '__orphans',\n                name: 'No stage',\n                order: Number.MAX_SAFE_INTEGER,\n                probability: 0,\n                kind: 'open',\n              }}\n              count={byStage.orphans.length}\n              total={0}\n              currency={undefined}\n              droppable={false}\n              caption=\"These deals sit in a stage the pipeline no longer has. Move them.\"\n            >\n              {byStage.orphans.map(renderCard)}\n            </StageColumn>\n          ) : null}\n          {closedStages.map((stage) => {\n            const rows = stage.kind === 'won' ? won : lost\n            return (\n              <StageColumn\n                key={stage.id}\n                stage={stage}\n                count={rows?.length ?? null}\n                total={null}\n                currency={undefined}\n                collapsed={!closedExpanded}\n                onToggle={onToggleClosed}\n              >\n                {closedExpanded && rows === null ? (\n                  <Stack sx={{ alignItems: 'center', py: 2 }}>\n                    <CircularProgress size={20} />\n                  </Stack>\n                ) : (\n                  (rows ?? []).map(renderCard)\n                )}\n              </StageColumn>\n            )\n          })}\n        </Stack>\n      </Box>\n      <DragOverlay dropAnimation={null}>\n        {dragging ? (\n          <DealCardBody\n            deal={dragging}\n            ownerLabel={labelFor(dragging.ownerUid)}\n            days={daysInStage(dragging, nowMs)}\n            lifted\n          />\n        ) : null}\n      </DragOverlay>\n    </DndContext>\n  )\n}\nDealBoard.displayName = 'DealBoard'\n\ninterface StageColumnProps {\n  stage: CrmDealStage\n  /** Cards in the column, or null while a closed column has not loaded. */\n  count: number | null\n  /** The column's open value in cents, or null for a closed column. */\n  total: number | null\n  currency: string | undefined\n  droppable?: boolean\n  collapsed?: boolean\n  onToggle?: () => void\n  caption?: string\n  children?: React.ReactNode\n}\n\nfunction StageColumn(props: StageColumnProps) {\n  const {\n    stage,\n    count,\n    total,\n    currency,\n    droppable = true,\n    collapsed = false,\n    onToggle,\n    caption,\n    children,\n  } = props\n  const { setNodeRef, isOver } = useDroppable({\n    id: columnId(stage.id),\n    disabled: !droppable || collapsed,\n  })\n  const closed = stage.kind !== 'open'\n  return (\n    <Paper\n      ref={setNodeRef}\n      variant=\"outlined\"\n      sx={{\n        width: collapsed ? 56 : 260,\n        flexShrink: 0,\n        display: 'flex',\n        flexDirection: 'column',\n        bgcolor: isOver ? 'action.hover' : 'background.default',\n        borderColor: isOver ? 'primary.main' : undefined,\n        transition: (theme) => theme.transitions.create(['background-color', 'border-color', 'width']),\n        minHeight: 240,\n      }}\n    >\n      {collapsed ? (\n        <Button\n          onClick={onToggle}\n          sx={{\n            flex: 1,\n            writingMode: 'vertical-rl',\n            textOrientation: 'mixed',\n            py: 2,\n            typography: 'subtitle2',\n          }}\n          color={stage.kind === 'won' ? 'success' : 'inherit'}\n        >\n          {stage.name}\n        </Button>\n      ) : (\n        <>\n          <Stack\n            direction=\"row\"\n            spacing={1}\n            sx={{ alignItems: 'center', px: 1.5, py: 1 }}\n          >\n            <Typography variant=\"subtitle2\" sx={{ flex: 1 }} noWrap>\n              {stage.name}\n            </Typography>\n            {count !== null ? <Chip size=\"small\" label={count} /> : null}\n            {closed && onToggle ? (\n              <Button size=\"small\" onClick={onToggle}>\n                {'Hide'}\n              </Button>\n            ) : null}\n          </Stack>\n          {!closed ? (\n            <Typography variant=\"caption\" color=\"text.secondary\" sx={{ px: 1.5 }}>\n              {`${stage.probability}% · ${total ? formatMoney(total, currency) : 'no value yet'}`}\n            </Typography>\n          ) : null}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"warning.main\" sx={{ px: 1.5 }}>\n              {caption}\n            </Typography>\n          ) : null}\n          <Stack spacing={1} sx={{ p: 1, flex: 1 }}>\n            {children}\n          </Stack>\n        </>\n      )}\n    </Paper>\n  )\n}\nStageColumn.displayName = 'StageColumn'\n\ninterface DealCardProps {\n  deal: DealDoc\n  ownerLabel: string\n  days: number\n  pending: boolean\n  actions: RowActionsMenuItem[]\n  onOpen: () => void\n}\n\nfunction DealCard(props: DealCardProps) {\n  const { deal, ownerLabel, days, pending, actions, onOpen } = props\n  const { attributes, listeners, setNodeRef, transform, isDragging } = useDraggable({\n    id: deal.$id,\n    data: { deal },\n    disabled: pending || deal.status !== 'open',\n  })\n  return (\n    <Box\n      ref={setNodeRef}\n      sx={{\n        transform: CSS.Translate.toString(transform),\n        opacity: isDragging ? 0.3 : pending ? 0.5 : 1,\n        cursor: deal.status === 'open' && !pending ? 'grab' : 'default',\n        outline: 'none',\n        '&:focus-visible': {\n          borderRadius: 1,\n          boxShadow: (theme) => `0 0 0 2px ${theme.palette.primary.main}`,\n        },\n      }}\n      // The sensor's attributes and listeners carry no `sx`, and they come\n      // AFTER it so the card's own styles are what the rule sees first.\n      {...attributes}\n      {...listeners}\n    >\n      <DealCardBody\n        deal={deal}\n        ownerLabel={ownerLabel}\n        days={days}\n        menu={<RowActionsMenu items={actions} label={deal.title} />}\n        onOpen={onOpen}\n      />\n    </Box>\n  )\n}\nDealCard.displayName = 'DealCard'\n\ninterface DealCardBodyProps {\n  deal: DealDoc\n  ownerLabel: string\n  days: number\n  menu?: React.ReactNode\n  onOpen?: () => void\n  lifted?: boolean\n}\n\n/**\n * What a card shows: the title, the amount, who it is with, the owner and\n * how long it has sat here. Shared by the card in its column and the copy\n * that follows the pointer, so the two cannot drift.\n */\nexport function DealCardBody(props: DealCardBodyProps) {\n  const { deal, ownerLabel, days, menu, onOpen, lifted } = props\n  const withWhom = [deal.contactName, deal.companyName].filter(Boolean).join(' · ')\n  return (\n    <Paper\n      elevation={lifted ? 6 : 1}\n      sx={{ p: 1.25, width: lifted ? 244 : undefined }}\n    >\n      <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'flex-start' }}>\n        <Typography\n          variant=\"body2\"\n          component={onOpen ? 'button' : 'span'}\n          onClick={onOpen}\n          // The title is the link into the deal, drawn as text: a button\n          // element so it is focusable and announced, unstyled so it reads\n          // as the card's heading rather than a control beside it.\n          sx={{\n            flex: 1,\n            textAlign: 'left',\n            font: 'inherit',\n            fontWeight: 'medium',\n            color: 'inherit',\n            background: 'none',\n            border: 0,\n            p: 0,\n            cursor: onOpen ? 'pointer' : 'inherit',\n            '&:hover': onOpen ? { textDecoration: 'underline' } : undefined,\n          }}\n        >\n          {deal.title || 'Untitled deal'}\n        </Typography>\n        {menu ? (\n          <Box\n            // The menu must not start a drag, and the sensor listens on the\n            // whole card, so pointer-down here stops before it reaches it.\n            onPointerDown={(event) => event.stopPropagation()}\n            onKeyDown={(event) => event.stopPropagation()}\n            sx={{ m: -0.5 }}\n          >\n            {menu}\n          </Box>\n        ) : null}\n      </Stack>\n      <Typography variant=\"subtitle2\" sx={{ mt: 0.5 }}>\n        {typeof deal.amountCents === 'number'\n          ? formatMoney(deal.amountCents, deal.currency)\n          : '—'}\n      </Typography>\n      {withWhom ? (\n        <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ display: 'block' }}>\n          {withWhom}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', mt: 1 }}>\n        <OwnerAvatar label={ownerLabel} size={22} />\n        <Typography variant=\"caption\" color=\"text.secondary\" sx={{ flex: 1 }}>\n          {deal.status === 'open'\n            ? `${days} ${days === 1 ? 'day' : 'days'} in stage`\n            : deal.status === 'won'\n              ? 'Won'\n              : 'Lost'}\n        </Typography>\n      </Stack>\n    </Paper>\n  )\n}\nDealCardBody.displayName = 'DealCardBody'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-board.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmDealStage } from '@aglyn/aglyn'\nimport {\n  mdiChevronRight,\n  mdiOpenInNew,\n  mdiThumbDownOutline,\n  mdiTrophyOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport {\n  closestCorners,\n  DndContext,\n  type DragEndEvent,\n  DragOverlay,\n  type DragStartEvent,\n  KeyboardSensor,\n  PointerSensor,\n  useDraggable,\n  useDroppable,\n  useSensor,\n  useSensors,\n} from '@dnd-kit/core'\nimport { CSS } from '@dnd-kit/utilities'\nimport {\n  Box,\n  Button,\n  Chip,\n  CircularProgress,\n  Paper,\n  Stack,\n  TabScrollButton,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useScrollEdges } from '../hooks/use-scroll-edges'\nimport {\n  daysInStage,\n  type DealDoc,\n  formatMoney,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { OwnerAvatar } from './owner-avatar'\n\n/** The droppable id a stage column answers to. */\nconst columnId = (stageId: string) => `stage:${stageId}`\nconst stageOfColumn = (id: unknown) =>\n  typeof id === 'string' && id.startsWith('stage:') ? id.slice('stage:'.length) : null\n\nexport interface DealBoardProps {\n  pipeline: PipelineDoc\n  /** Every open deal in the pipeline; the board sorts them into columns. */\n  deals: readonly DealDoc[]\n  /** The closed columns' rows once expanded; `null` while collapsed. */\n  won: readonly DealDoc[] | null\n  lost: readonly DealDoc[] | null\n  closedExpanded: boolean\n  onToggleClosed: () => void\n  /** The owner's name for a uid, from the roster. */\n  labelFor: (uid: string | undefined) => string\n  /** Deals whose move is in flight — drawn dimmed, not draggable. */\n  moving: ReadonlySet<string>\n  onOpen: (deal: DealDoc) => void\n  onMove: (deal: DealDoc, stageId: string) => void\n  onWon: (deal: DealDoc) => void\n  onLost: (deal: DealDoc) => void\n  nowMs: number\n}\n\n/**\n * The pipeline as columns (AGL-2598): one per open stage, Won and Lost at\n * the end, cards dragged between them.\n *\n * ## Dragging is a request, not a write\n *\n * `@dnd-kit` handles the pointer; when a card is released over another\n * column the board calls `onMove`, and the SECTION calls the stage route.\n * The card is not moved locally: it dims while the request is in flight\n * and lands in its new column when the listener hears the write. An\n * optimistic move that the server refused — no permission, a stage the\n * pipeline lost meanwhile — would have to be animated back, and a card that\n * jumps back with no explanation reads as a bug in the board rather than a\n * refusal by the server, which is what it was.\n *\n * The pointer sensor needs a few pixels of travel before a drag begins, so\n * a click on the title still opens the deal and a click on the menu still\n * opens the menu. The keyboard sensor makes the same move reachable without\n * a mouse; the card menu's \"Move to\" items are the other route.\n *\n * ## Won and Lost fold away\n *\n * A closed deal is history, and a board that drew every won deal of the\n * year beside the four open stages would push the work off the screen. The\n * two closed columns start collapsed to a count-free stub and expand on\n * request, which is also when their rows are read — a collapsed column\n * costs no listener.\n *\n * ## Empty stages fold too, and the board says when there is more\n *\n * A pipeline with Salesforce's ten stages is wider than the card, and the\n * stages with deals in them were off the edge with nothing to say so. An\n * open stage with no deals folds to the same narrow stub, labelled and still\n * a drop target, so the stages that hold work get the room. When the row is\n * still wider than the card, chevrons at either end page it sideways the way\n * MUI's scrollable Tabs do — the scrollbar alone stays hidden on a trackpad\n * until the reader already knows to scroll.\n */\nexport function DealBoard(props: DealBoardProps) {\n  const {\n    pipeline,\n    deals,\n    won,\n    lost,\n    closedExpanded,\n    onToggleClosed,\n    labelFor,\n    moving,\n    onOpen,\n    onMove,\n    onWon,\n    onLost,\n    nowMs,\n  } = props\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n  const edges = useScrollEdges()\n  const overflowing = edges.start || edges.end\n  const byStage = useMemo(() => {\n    const map = new Map<string, DealDoc[]>()\n    for (const stage of stages) map.set(stage.id, [])\n    const orphans: DealDoc[] = []\n    for (const deal of deals) {\n      const column = map.get(deal.stageId)\n      if (column) column.push(deal)\n      else orphans.push(deal)\n    }\n    return { map, orphans }\n  }, [stages, deals])\n\n  const sensors = useSensors(\n    useSensor(PointerSensor, { activationConstraint: { distance: 6 } }),\n    useSensor(KeyboardSensor),\n  )\n  const [dragging, setDragging] = useState<DealDoc | null>(null)\n  const handleDragStart = useCallback((event: DragStartEvent) => {\n    setDragging((event.active.data.current?.['deal'] as DealDoc) ?? null)\n  }, [])\n  const handleDragEnd = useCallback(\n    (event: DragEndEvent) => {\n      setDragging(null)\n      const deal = event.active.data.current?.['deal'] as DealDoc | undefined\n      const target = stageOfColumn(event.over?.id)\n      if (!deal || !target || target === deal.stageId) return\n      const stage = pipeline.stages.find((entry) => entry.id === target)\n      if (!stage) return\n      if (stage.kind === 'won') return onWon(deal)\n      if (stage.kind === 'lost') return onLost(deal)\n      onMove(deal, target)\n    },\n    [pipeline, onMove, onWon, onLost],\n  )\n\n  const cardActions = useCallback(\n    (deal: DealDoc): RowActionsMenuItem[] => [\n      {\n        key: 'open',\n        label: 'Open',\n        icon: <MdiIcon path={mdiOpenInNew.path} size={0.8} />,\n        onClick: () => onOpen(deal),\n      },\n      ...stages\n        .filter((stage) => stage.id !== deal.stageId)\n        .map((stage) => ({\n          key: `move:${stage.id}`,\n          label: `Move to ${stage.name}`,\n          icon: <MdiIcon path={mdiChevronRight.path} size={0.8} />,\n          onClick: () => onMove(deal, stage.id),\n        })),\n      {\n        key: 'won',\n        label: 'Mark won',\n        icon: <MdiIcon path={mdiTrophyOutline.path} size={0.8} />,\n        onClick: () => onWon(deal),\n      },\n      {\n        key: 'lost',\n        label: 'Mark lost',\n        icon: <MdiIcon path={mdiThumbDownOutline.path} size={0.8} />,\n        onClick: () => onLost(deal),\n        destructive: true,\n      },\n    ],\n    [stages, onOpen, onMove, onWon, onLost],\n  )\n\n  const renderCard = (deal: DealDoc) => (\n    <DealCard\n      key={deal.$id}\n      deal={deal}\n      ownerLabel={labelFor(deal.ownerUid)}\n      days={daysInStage(deal, nowMs)}\n      pending={moving.has(deal.$id)}\n      actions={cardActions(deal)}\n      onOpen={() => onOpen(deal)}\n    />\n  )\n\n  const closedStages = pipeline.stages.filter((stage) => stage.kind !== 'open')\n\n  return (\n    <DndContext\n      sensors={sensors}\n      collisionDetection={closestCorners}\n      onDragStart={handleDragStart}\n      onDragEnd={handleDragEnd}\n      onDragCancel={() => setDragging(null)}\n    >\n      {/*\n        The board scrolls sideways; the page does not. The columns are\n        fixed-width and refuse to shrink, so the row is as wide as its\n        stages — and a flex item's implicit `min-width: auto` would hand\n        that width up to the card and the page rather than clip it here.\n        `minWidth: 0` is what lets this box be narrower than its content,\n        which is the whole condition for the scrollbar to appear on it.\n       */}\n      <Stack direction=\"row\" sx={{ alignItems: 'stretch', minWidth: 0, width: '100%' }}>\n        {overflowing ? (\n          <TabScrollButton\n            direction=\"left\"\n            orientation=\"horizontal\"\n            disabled={!edges.start}\n            onClick={() => edges.page(-1)}\n            aria-label=\"Show earlier stages\"\n            data-testid=\"deal-board-scroll-start\"\n          />\n        ) : null}\n        <Box ref={edges.ref} sx={{ overflowX: 'auto', pb: 1, minWidth: 0, flex: 1 }}>\n          <Stack direction=\"row\" spacing={1.5} sx={{ alignItems: 'stretch', minWidth: 'max-content' }}>\n            {stages.map((stage) => (\n              <StageColumn\n                key={stage.id}\n                stage={stage}\n                folded={!byStage.map.get(stage.id)?.length}\n                count={byStage.map.get(stage.id)?.length ?? 0}\n                total={(byStage.map.get(stage.id) ?? []).reduce(\n                  (sum, deal) => sum + (Number(deal.amountCents) || 0),\n                  0,\n                )}\n                currency={byStage.map.get(stage.id)?.[0]?.currency}\n              >\n                {(byStage.map.get(stage.id) ?? []).map(renderCard)}\n              </StageColumn>\n            ))}\n            {byStage.orphans.length ? (\n              <StageColumn\n                stage={{\n                  id: '__orphans',\n                  name: 'No stage',\n                  order: Number.MAX_SAFE_INTEGER,\n                  probability: 0,\n                  kind: 'open',\n                }}\n                count={byStage.orphans.length}\n                total={0}\n                currency={undefined}\n                droppable={false}\n                caption=\"These deals sit in a stage the pipeline no longer has. Move them.\"\n              >\n                {byStage.orphans.map(renderCard)}\n              </StageColumn>\n            ) : null}\n            {closedStages.map((stage) => {\n              const rows = stage.kind === 'won' ? won : lost\n              return (\n                <StageColumn\n                  key={stage.id}\n                  stage={stage}\n                  count={rows?.length ?? null}\n                  total={null}\n                  currency={undefined}\n                  collapsed={!closedExpanded}\n                  onToggle={onToggleClosed}\n                >\n                  {closedExpanded && rows === null ? (\n                    <Stack sx={{ alignItems: 'center', py: 2 }}>\n                      <CircularProgress size={20} />\n                    </Stack>\n                  ) : (\n                    (rows ?? []).map(renderCard)\n                  )}\n                </StageColumn>\n              )\n            })}\n          </Stack>\n        </Box>\n        {overflowing ? (\n          <TabScrollButton\n            direction=\"right\"\n            orientation=\"horizontal\"\n            disabled={!edges.end}\n            onClick={() => edges.page(1)}\n            aria-label=\"Show later stages\"\n            data-testid=\"deal-board-scroll-end\"\n          />\n        ) : null}\n      </Stack>\n      <DragOverlay dropAnimation={null}>\n        {dragging ? (\n          <DealCardBody\n            deal={dragging}\n            ownerLabel={labelFor(dragging.ownerUid)}\n            days={daysInStage(dragging, nowMs)}\n            lifted\n          />\n        ) : null}\n      </DragOverlay>\n    </DndContext>\n  )\n}\nDealBoard.displayName = 'DealBoard'\n\ninterface StageColumnProps {\n  stage: CrmDealStage\n  /** Cards in the column, or null while a closed column has not loaded. */\n  count: number | null\n  /** The column's open value in cents, or null for a closed column. */\n  total: number | null\n  currency: string | undefined\n  droppable?: boolean\n  collapsed?: boolean\n  /**\n   * An open stage with no deals, drawn as a narrow labelled stub — still a\n   * drop target, unlike a collapsed closed column, so a deal can be dragged\n   * into it.\n   */\n  folded?: boolean\n  onToggle?: () => void\n  caption?: string\n  children?: React.ReactNode\n}\n\nfunction StageColumn(props: StageColumnProps) {\n  const {\n    stage,\n    count,\n    total,\n    currency,\n    droppable = true,\n    collapsed = false,\n    folded = false,\n    onToggle,\n    caption,\n    children,\n  } = props\n  const { setNodeRef, isOver } = useDroppable({\n    id: columnId(stage.id),\n    disabled: !droppable || collapsed,\n  })\n  const closed = stage.kind !== 'open'\n  return (\n    <Paper\n      ref={setNodeRef}\n      variant=\"outlined\"\n      sx={{\n        width: collapsed || folded ? 56 : 260,\n        flexShrink: 0,\n        display: 'flex',\n        flexDirection: 'column',\n        bgcolor: isOver ? 'action.hover' : 'background.default',\n        borderColor: isOver ? 'primary.main' : undefined,\n        transition: (theme) => theme.transitions.create(['background-color', 'border-color', 'width']),\n        minHeight: 240,\n      }}\n    >\n      {folded && !collapsed ? (\n        <Tooltip title={`${stage.name}: no deals · ${stage.probability}% likely to close`} placement=\"top\">\n          <Typography\n            variant=\"subtitle2\"\n            color=\"text.secondary\"\n            data-testid=\"deal-board-folded-stage\"\n            sx={{\n              flex: 1,\n              writingMode: 'vertical-rl',\n              textOrientation: 'mixed',\n              textAlign: 'center',\n              py: 2,\n              alignSelf: 'center',\n            }}\n          >\n            {stage.name}\n          </Typography>\n        </Tooltip>\n      ) : collapsed ? (\n        <Button\n          onClick={onToggle}\n          sx={{\n            flex: 1,\n            writingMode: 'vertical-rl',\n            textOrientation: 'mixed',\n            py: 2,\n            typography: 'subtitle2',\n          }}\n          color={stage.kind === 'won' ? 'success' : 'inherit'}\n        >\n          {stage.name}\n        </Button>\n      ) : (\n        <>\n          <Stack\n            direction=\"row\"\n            spacing={1}\n            sx={{ alignItems: 'center', px: 1.5, py: 1 }}\n          >\n            <Typography variant=\"subtitle2\" sx={{ flex: 1 }} noWrap>\n              {stage.name}\n            </Typography>\n            {count !== null ? <Chip size=\"small\" label={count} /> : null}\n            {closed && onToggle ? (\n              <Button size=\"small\" onClick={onToggle}>\n                {'Hide'}\n              </Button>\n            ) : null}\n          </Stack>\n          {!closed ? (\n            <Typography variant=\"caption\" color=\"text.secondary\" sx={{ px: 1.5 }}>\n              {`${stage.probability}% · ${total ? formatMoney(total, currency) : 'no value yet'}`}\n            </Typography>\n          ) : null}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"warning.main\" sx={{ px: 1.5 }}>\n              {caption}\n            </Typography>\n          ) : null}\n          <Stack spacing={1} sx={{ p: 1, flex: 1 }}>\n            {children}\n          </Stack>\n        </>\n      )}\n    </Paper>\n  )\n}\nStageColumn.displayName = 'StageColumn'\n\ninterface DealCardProps {\n  deal: DealDoc\n  ownerLabel: string\n  days: number\n  pending: boolean\n  actions: RowActionsMenuItem[]\n  onOpen: () => void\n}\n\nfunction DealCard(props: DealCardProps) {\n  const { deal, ownerLabel, days, pending, actions, onOpen } = props\n  const { attributes, listeners, setNodeRef, transform, isDragging } = useDraggable({\n    id: deal.$id,\n    data: { deal },\n    disabled: pending || deal.status !== 'open',\n  })\n  return (\n    <Box\n      ref={setNodeRef}\n      sx={{\n        transform: CSS.Translate.toString(transform),\n        opacity: isDragging ? 0.3 : pending ? 0.5 : 1,\n        cursor: deal.status === 'open' && !pending ? 'grab' : 'default',\n        outline: 'none',\n        '&:focus-visible': {\n          borderRadius: 1,\n          boxShadow: (theme) => `0 0 0 2px ${theme.palette.primary.main}`,\n        },\n      }}\n      // The sensor's attributes and listeners carry no `sx`, and they come\n      // AFTER it so the card's own styles are what the rule sees first.\n      {...attributes}\n      {...listeners}\n    >\n      <DealCardBody\n        deal={deal}\n        ownerLabel={ownerLabel}\n        days={days}\n        menu={<RowActionsMenu items={actions} label={deal.title} />}\n        onOpen={onOpen}\n      />\n    </Box>\n  )\n}\nDealCard.displayName = 'DealCard'\n\ninterface DealCardBodyProps {\n  deal: DealDoc\n  ownerLabel: string\n  days: number\n  menu?: React.ReactNode\n  onOpen?: () => void\n  lifted?: boolean\n}\n\n/**\n * What a card shows: the title, the amount, who it is with, the owner and\n * how long it has sat here. Shared by the card in its column and the copy\n * that follows the pointer, so the two cannot drift.\n */\nexport function DealCardBody(props: DealCardBodyProps) {\n  const { deal, ownerLabel, days, menu, onOpen, lifted } = props\n  const withWhom = [deal.contactName, deal.companyName].filter(Boolean).join(' · ')\n  return (\n    <Paper\n      elevation={lifted ? 6 : 1}\n      sx={{ p: 1.25, width: lifted ? 244 : undefined }}\n    >\n      <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'flex-start' }}>\n        <Typography\n          variant=\"body2\"\n          component={onOpen ? 'button' : 'span'}\n          onClick={onOpen}\n          // The title is the link into the deal, drawn as text: a button\n          // element so it is focusable and announced, unstyled so it reads\n          // as the card's heading rather than a control beside it.\n          sx={{\n            flex: 1,\n            textAlign: 'left',\n            font: 'inherit',\n            fontWeight: 'medium',\n            color: 'inherit',\n            background: 'none',\n            border: 0,\n            p: 0,\n            cursor: onOpen ? 'pointer' : 'inherit',\n            '&:hover': onOpen ? { textDecoration: 'underline' } : undefined,\n          }}\n        >\n          {deal.title || 'Untitled deal'}\n        </Typography>\n        {menu ? (\n          <Box\n            // The menu must not start a drag, and the sensor listens on the\n            // whole card, so pointer-down here stops before it reaches it.\n            onPointerDown={(event) => event.stopPropagation()}\n            onKeyDown={(event) => event.stopPropagation()}\n            sx={{ m: -0.5 }}\n          >\n            {menu}\n          </Box>\n        ) : null}\n      </Stack>\n      <Typography variant=\"subtitle2\" sx={{ mt: 0.5 }}>\n        {typeof deal.amountCents === 'number'\n          ? formatMoney(deal.amountCents, deal.currency)\n          : '—'}\n      </Typography>\n      {withWhom ? (\n        <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ display: 'block' }}>\n          {withWhom}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', mt: 1 }}>\n        <OwnerAvatar label={ownerLabel} size={22} />\n        <Typography variant=\"caption\" color=\"text.secondary\" sx={{ flex: 1 }}>\n          {deal.status === 'open'\n            ? `${days} ${days === 1 ? 'day' : 'days'} in stage`\n            : deal.status === 'won'\n              ? 'Won'\n              : 'Lost'}\n        </Typography>\n      </Stack>\n    </Paper>\n  )\n}\nDealCardBody.displayName = 'DealCardBody'\n\nexport default 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package/src/lib/components/deal-stage-card.d.ts

@@ -9,13 +9,17 @@ export interface DealStageCardProps {
 /**
  * Where the deal is, and the controls that move it (AGL-2598).
  *
- * A stepper across the open stages — click one to move there — and the two
- * closing buttons. Every one of them calls the stage route, never Firestore:
- * the move is what an automation listens for, and the route is the only
- * writer that emits it. On a closed deal the stepper gives way to the
- * verdict — Won or Lost, when, and why — and a way back: reopening is a
- * move into an open stage, which the route emits as `dealStageChanged` like
- * any other move.
+ * A path across the whole pipeline, the way Salesforce draws one: every open
+ * stage — click one to move there — and then one closing step, so the stages
+ * still ahead of the deal are always in view and the path ends where every
+ * deal ends. The closing step reads "Closed" while the deal is open and asks
+ * won or lost when chosen, the same two moves as the buttons in the header;
+ * once the deal is closed it reads the pipeline's own name for the verdict.
+ * Every move calls the stage route, never Firestore: the move is what an
+ * automation listens for, and the route is the only writer that emits it.
+ * Under a closed deal's path sits the verdict — when, and why — and a way
+ * back: reopening is a move into an open stage, which the route emits as
+ * `dealStageChanged` like any other move.
  *
  * The line under the stepper reads the deal's own probability and forecast
  * category (AGL-3516) — a move gives it the new stage's, which the route

package/src/lib/components/deal-stage-card.js

@@ -19,31 +19,40 @@ import { CRM_FORECAST_CATEGORY_LABELS, dealForecastCategory, dealProbability, pl
 import { mdiThumbDownOutline, mdiTrophyOutline } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
-import { Button, Chip, MenuItem, Stack, Step, StepButton, Stepper, TextField, Typography } from "@mui/material";
+import { Button, Chip, ListItemIcon, ListItemText, Menu, MenuItem, Stack, Step, StepButton, StepLabel, Stepper, TextField, Typography } from "@mui/material";
 import { useCallback, useState } from "react";
-import { daysInStage, DEAL_STATUS_LABELS, openStages } from "../model/deal-board-model.js";
+import { closingStage, daysInStage, DEAL_STATUS_LABELS, openStages } from "../model/deal-board-model.js";
 import { LostReasonDialog } from "./lost-reason-dialog.js";
 /**
  * Where the deal is, and the controls that move it (AGL-2598).
  *
- * A stepper across the open stages — click one to move there — and the two
- * closing buttons. Every one of them calls the stage route, never Firestore:
- * the move is what an automation listens for, and the route is the only
- * writer that emits it. On a closed deal the stepper gives way to the
- * verdict — Won or Lost, when, and why — and a way back: reopening is a
- * move into an open stage, which the route emits as `dealStageChanged` like
- * any other move.
+ * A path across the whole pipeline, the way Salesforce draws one: every open
+ * stage — click one to move there — and then one closing step, so the stages
+ * still ahead of the deal are always in view and the path ends where every
+ * deal ends. The closing step reads "Closed" while the deal is open and asks
+ * won or lost when chosen, the same two moves as the buttons in the header;
+ * once the deal is closed it reads the pipeline's own name for the verdict.
+ * Every move calls the stage route, never Firestore: the move is what an
+ * automation listens for, and the route is the only writer that emits it.
+ * Under a closed deal's path sits the verdict — when, and why — and a way
+ * back: reopening is a move into an open stage, which the route emits as
+ * `dealStageChanged` like any other move.
  *
  * The line under the stepper reads the deal's own probability and forecast
  * category (AGL-3516) — a move gives it the new stage's, which the route
  * stamps, and the stepper says so on hover.
  */ export function DealStageCard(props) {
+    var _ref, _ref1;
+    var _closingStage, _closingStage1;
     const { deal, pipeline, api, nowMs } = props;
     const { enqueueSnackbar } = useSnackbar();
     const [busy, setBusy] = useState(false);
     const [losing, setLosing] = useState(false);
+    const [closeMenu, setCloseMenu] = useState(null);
     const stages = openStages(pipeline);
     const activeIndex = stages.findIndex((stage)=>stage.id === deal.stageId);
+    const wonName = (_ref = (_closingStage = closingStage(pipeline, 'won')) == null ? void 0 : _closingStage.name) != null ? _ref : DEAL_STATUS_LABELS.won;
+    const lostName = (_ref1 = (_closingStage1 = closingStage(pipeline, 'lost')) == null ? void 0 : _closingStage1.name) != null ? _ref1 : DEAL_STATUS_LABELS.lost;
     const run = useCallback(async (request, done)=>{
         setBusy(true);
         try {
@@ -70,6 +79,44 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
     const current = activeIndex === -1 ? null : stages[activeIndex];
     const probability = dealProbability(deal, current);
     const forecast = CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, current)];
+    const path = /*#__PURE__*/ _jsxs(Stepper, {
+        nonLinear: true,
+        activeStep: closed ? stages.length : activeIndex,
+        alternativeLabel: true,
+        children: [
+            stages.map((stage, index)=>/*#__PURE__*/ _jsx(Step, {
+                    completed: closed || index < activeIndex,
+                    children: /*#__PURE__*/ _jsx(StepButton, {
+                        title: closed ? undefined : `Move here: ${stage.probability}% likely to close`,
+                        disabled: busy || closed || stage.id === deal.stageId,
+                        onClick: ()=>void run(()=>api.moveToStage(deal, stage.id), `Moved to ${stage.name}`),
+                        children: stage.name
+                    })
+                }, stage.id)),
+            /*#__PURE__*/ _jsx(Step, {
+                completed: deal.status === 'won',
+                children: /*#__PURE__*/ _jsx(StepButton, {
+                    "data-testid": "deal-stage-closing-step",
+                    title: closed ? undefined : 'Close the deal as won or lost',
+                    disabled: busy || closed,
+                    onClick: (event)=>setCloseMenu(event.currentTarget),
+                    icon: deal.status === 'won' ? /*#__PURE__*/ _jsx(MdiIcon, {
+                        path: mdiTrophyOutline.path,
+                        color: "success",
+                        fontSize: "medium"
+                    }) : deal.status === 'lost' ? /*#__PURE__*/ _jsx(MdiIcon, {
+                        path: mdiThumbDownOutline.path,
+                        color: "error",
+                        fontSize: "medium"
+                    }) : undefined,
+                    children: /*#__PURE__*/ _jsx(StepLabel, {
+                        error: deal.status === 'lost',
+                        children: deal.status === 'won' ? wonName : deal.status === 'lost' ? lostName : 'Closed'
+                    })
+                })
+            }, "$closed")
+        ]
+    });
     return /*#__PURE__*/ _jsxs(CardDisplay, {
         header: 'Stage',
         help: pluginDocsHelp('deals', {
@@ -117,6 +164,7 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
             }) : closed ? /*#__PURE__*/ _jsxs(Stack, {
                 spacing: 1.5,
                 children: [
+                    path,
                     /*#__PURE__*/ _jsxs(Stack, {
                         direction: "row",
                         spacing: 1,
@@ -169,20 +217,7 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
             }) : /*#__PURE__*/ _jsxs(Stack, {
                 spacing: 1.5,
                 children: [
-                    /*#__PURE__*/ _jsx(Stepper, {
-                        nonLinear: true,
-                        activeStep: activeIndex,
-                        alternativeLabel: true,
-                        children: stages.map((stage, index)=>/*#__PURE__*/ _jsx(Step, {
-                                completed: index < activeIndex,
-                                children: /*#__PURE__*/ _jsx(StepButton, {
-                                    title: `Move here: ${stage.probability}% likely to close`,
-                                    disabled: busy || stage.id === deal.stageId,
-                                    onClick: ()=>void run(()=>api.moveToStage(deal, stage.id), `Moved to ${stage.name}`),
-                                    children: stage.name
-                                })
-                            }, stage.id))
-                    }),
+                    path,
                     /*#__PURE__*/ _jsx(Typography, {
                         variant: "body2",
                         color: "text.secondary",
@@ -193,6 +228,47 @@ import { LostReasonDialog } from "./lost-reason-dialog.js";
                     })
                 ]
             }),
+            /*#__PURE__*/ _jsxs(Menu, {
+                anchorEl: closeMenu,
+                open: Boolean(closeMenu),
+                onClose: ()=>setCloseMenu(null),
+                children: [
+                    /*#__PURE__*/ _jsxs(MenuItem, {
+                        onClick: ()=>{
+                            setCloseMenu(null);
+                            void run(()=>api.markWon(deal), 'Deal won');
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(ListItemIcon, {
+                                children: /*#__PURE__*/ _jsx(MdiIcon, {
+                                    path: mdiTrophyOutline.path,
+                                    color: "success"
+                                })
+                            }),
+                            /*#__PURE__*/ _jsx(ListItemText, {
+                                children: wonName
+                            })
+                        ]
+                    }),
+                    /*#__PURE__*/ _jsxs(MenuItem, {
+                        onClick: ()=>{
+                            setCloseMenu(null);
+                            setLosing(true);
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(ListItemIcon, {
+                                children: /*#__PURE__*/ _jsx(MdiIcon, {
+                                    path: mdiThumbDownOutline.path,
+                                    color: "error"
+                                })
+                            }),
+                            /*#__PURE__*/ _jsx(ListItemText, {
+                                children: lostName
+                            })
+                        ]
+                    })
+                ]
+            }),
             /*#__PURE__*/ _jsx(LostReasonDialog, {
                 open: losing,
                 dealTitle: deal.title,

package/src/lib/components/deal-stage-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Button,\n  Chip,\n  MenuItem,\n  Stack,\n  Step,\n  StepButton,\n  Stepper,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  daysInStage,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  api: DealStageApi\n  nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A stepper across the open stages — click one to move there — and the two\n * closing buttons. Every one of them calls the stage route, never Firestore:\n * the move is what an automation listens for, and the route is the only\n * writer that emits it. On a closed deal the stepper gives way to the\n * verdict — Won or Lost, when, and why — and a way back: reopening is a\n * move into an open stage, which the route emits as `dealStageChanged` like\n * any other move.\n *\n * The line under the stepper reads the deal's own probability and forecast\n * category (AGL-3516) — a move gives it the new stage's, which the route\n * stamps, and the stepper says so on hover.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n  const { deal, pipeline, api, nowMs } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const [busy, setBusy] = useState(false)\n  const [losing, setLosing] = useState(false)\n  const stages = openStages(pipeline)\n  const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n\n  const run = useCallback(\n    async (request: () => Promise<unknown>, done: string) => {\n      setBusy(true)\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [enqueueSnackbar],\n  )\n\n  const closed = deal.status !== 'open'\n  const days = daysInStage(deal, nowMs)\n  const current = activeIndex === -1 ? null : stages[activeIndex]\n  const probability = dealProbability(deal, current)\n  const forecast = CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, current)]\n\n  return (\n    <CardDisplay\n      header={'Stage'}\n      help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n      HeaderProps={{\n        action: !closed ? (\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              size=\"small\"\n              color=\"success\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n              onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n            >\n              {'Won'}\n            </Button>\n            <Button\n              size=\"small\"\n              color=\"error\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n              onClick={() => setLosing(true)}\n            >\n              {'Lost'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n      contentGutterX\n      contentGutterY\n    >\n      {!pipeline ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n        </Typography>\n      ) : closed ? (\n        <Stack spacing={1.5}>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Chip\n              label={DEAL_STATUS_LABELS[deal.status]}\n              color={deal.status === 'won' ? 'success' : 'default'}\n            />\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {typeof deal.closedAtMs === 'number'\n                ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n                : 'Closed'}\n            </Typography>\n          </Stack>\n          {deal.status === 'lost' && deal.lostReason ? (\n            <Typography variant=\"body2\">{deal.lostReason}</Typography>\n          ) : null}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Reopen into\"\n            value=\"\"\n            disabled={busy}\n            onChange={(event) => {\n              const stageId = event.target.value\n              if (!stageId) return\n              void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n            }}\n            helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n            sx={{ maxWidth: 320 }}\n          >\n            <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n            {stages.map((stage) => (\n              <MenuItem key={stage.id} value={stage.id}>\n                {stage.name}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Stack>\n      ) : (\n        <Stack spacing={1.5}>\n          <Stepper nonLinear activeStep={activeIndex} alternativeLabel>\n            {stages.map((stage, index) => (\n              <Step key={stage.id} completed={index < activeIndex}>\n                <StepButton\n                  title={`Move here: ${stage.probability}% likely to close`}\n                  disabled={busy || stage.id === deal.stageId}\n                  onClick={() =>\n                    void run(\n                      () => api.moveToStage(deal, stage.id),\n                      `Moved to ${stage.name}`,\n                    )\n                  }\n                >\n                  {stage.name}\n                </StepButton>\n              </Step>\n            ))}\n          </Stepper>\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n            {!current\n              ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n              : `${days} ${days === 1 ? 'day' : 'days'} in ${current.name} · ` +\n                `${probability ?? current.probability}% likely to close · ${forecast}`}\n          </Typography>\n        </Stack>\n      )}\n      <LostReasonDialog\n        open={losing}\n        dealTitle={deal.title}\n        busy={busy}\n        onClose={() => setLosing(false)}\n        onConfirm={(reason) =>\n          void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n            (ok) => ok && setLosing(false),\n          )\n        }\n      />\n    </CardDisplay>\n  )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Button,\n  Chip,\n  ListItemIcon,\n  ListItemText,\n  Menu,\n  MenuItem,\n  Stack,\n  Step,\n  StepButton,\n  StepLabel,\n  Stepper,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  closingStage,\n  daysInStage,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  api: DealStageApi\n  nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A path across the whole pipeline, the way Salesforce draws one: every open\n * stage — click one to move there — and then one closing step, so the stages\n * still ahead of the deal are always in view and the path ends where every\n * deal ends. The closing step reads \"Closed\" while the deal is open and asks\n * won or lost when chosen, the same two moves as the buttons in the header;\n * once the deal is closed it reads the pipeline's own name for the verdict.\n * Every move calls the stage route, never Firestore: the move is what an\n * automation listens for, and the route is the only writer that emits it.\n * Under a closed deal's path sits the verdict — when, and why — and a way\n * back: reopening is a move into an open stage, which the route emits as\n * `dealStageChanged` like any other move.\n *\n * The line under the stepper reads the deal's own probability and forecast\n * category (AGL-3516) — a move gives it the new stage's, which the route\n * stamps, and the stepper says so on hover.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n  const { deal, pipeline, api, nowMs } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const [busy, setBusy] = useState(false)\n  const [losing, setLosing] = useState(false)\n  const [closeMenu, setCloseMenu] = useState<HTMLElement | null>(null)\n  const stages = openStages(pipeline)\n  const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n  const wonName = closingStage(pipeline, 'won')?.name ?? DEAL_STATUS_LABELS.won\n  const lostName = closingStage(pipeline, 'lost')?.name ?? DEAL_STATUS_LABELS.lost\n\n  const run = useCallback(\n    async (request: () => Promise<unknown>, done: string) => {\n      setBusy(true)\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [enqueueSnackbar],\n  )\n\n  const closed = deal.status !== 'open'\n  const days = daysInStage(deal, nowMs)\n  const current = activeIndex === -1 ? null : stages[activeIndex]\n  const probability = dealProbability(deal, current)\n  const forecast = CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, current)]\n\n  const path = (\n    <Stepper nonLinear activeStep={closed ? stages.length : activeIndex} alternativeLabel>\n      {stages.map((stage, index) => (\n        <Step key={stage.id} completed={closed || index < activeIndex}>\n          <StepButton\n            title={closed ? undefined : `Move here: ${stage.probability}% likely to close`}\n            disabled={busy || closed || stage.id === deal.stageId}\n            onClick={() =>\n              void run(() => api.moveToStage(deal, stage.id), `Moved to ${stage.name}`)\n            }\n          >\n            {stage.name}\n          </StepButton>\n        </Step>\n      ))}\n      <Step key=\"$closed\" completed={deal.status === 'won'}>\n        <StepButton\n          data-testid=\"deal-stage-closing-step\"\n          title={closed ? undefined : 'Close the deal as won or lost'}\n          disabled={busy || closed}\n          onClick={(event) => setCloseMenu(event.currentTarget)}\n          icon={\n            deal.status === 'won' ? (\n              <MdiIcon path={mdiTrophyOutline.path} color=\"success\" fontSize=\"medium\" />\n            ) : deal.status === 'lost' ? (\n              <MdiIcon path={mdiThumbDownOutline.path} color=\"error\" fontSize=\"medium\" />\n            ) : undefined\n          }\n        >\n          <StepLabel error={deal.status === 'lost'}>\n            {deal.status === 'won' ? wonName : deal.status === 'lost' ? lostName : 'Closed'}\n          </StepLabel>\n        </StepButton>\n      </Step>\n    </Stepper>\n  )\n\n  return (\n    <CardDisplay\n      header={'Stage'}\n      help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n      HeaderProps={{\n        action: !closed ? (\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              size=\"small\"\n              color=\"success\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n              onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n            >\n              {'Won'}\n            </Button>\n            <Button\n              size=\"small\"\n              color=\"error\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n              onClick={() => setLosing(true)}\n            >\n              {'Lost'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n      contentGutterX\n      contentGutterY\n    >\n      {!pipeline ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n        </Typography>\n      ) : closed ? (\n        <Stack spacing={1.5}>\n          {path}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Chip\n              label={DEAL_STATUS_LABELS[deal.status]}\n              color={deal.status === 'won' ? 'success' : 'default'}\n            />\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {typeof deal.closedAtMs === 'number'\n                ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n                : 'Closed'}\n            </Typography>\n          </Stack>\n          {deal.status === 'lost' && deal.lostReason ? (\n            <Typography variant=\"body2\">{deal.lostReason}</Typography>\n          ) : null}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Reopen into\"\n            value=\"\"\n            disabled={busy}\n            onChange={(event) => {\n              const stageId = event.target.value\n              if (!stageId) return\n              void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n            }}\n            helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n            sx={{ maxWidth: 320 }}\n          >\n            <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n            {stages.map((stage) => (\n              <MenuItem key={stage.id} value={stage.id}>\n                {stage.name}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Stack>\n      ) : (\n        <Stack spacing={1.5}>\n          {path}\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n            {!current\n              ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n              : `${days} ${days === 1 ? 'day' : 'days'} in ${current.name} · ` +\n                `${probability ?? current.probability}% likely to close · ${forecast}`}\n          </Typography>\n        </Stack>\n      )}\n      <Menu anchorEl={closeMenu} open={Boolean(closeMenu)} onClose={() => setCloseMenu(null)}>\n        <MenuItem\n          onClick={() => {\n            setCloseMenu(null)\n            void run(() => api.markWon(deal), 'Deal won')\n          }}\n        >\n          <ListItemIcon>\n            <MdiIcon path={mdiTrophyOutline.path} color=\"success\" />\n          </ListItemIcon>\n          <ListItemText>{wonName}</ListItemText>\n        </MenuItem>\n        <MenuItem\n          onClick={() => {\n            setCloseMenu(null)\n            setLosing(true)\n          }}\n        >\n          <ListItemIcon>\n            <MdiIcon path={mdiThumbDownOutline.path} color=\"error\" />\n          </ListItemIcon>\n          <ListItemText>{lostName}</ListItemText>\n        </MenuItem>\n      </Menu>\n      <LostReasonDialog\n        open={losing}\n        dealTitle={deal.title}\n        busy={busy}\n        onClose={() => setLosing(false)}\n        onConfirm={(reason) =>\n          void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n            (ok) => ok && setLosing(false),\n          )\n        }\n      />\n    </CardDisplay>\n  )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default DealStageCard\n"],"names":["CRM_FORECAST_CATEGORY_LABELS","dealForecastCategory","dealProbability","pluginDocsHelp","mdiThumbDownOutline","mdiTrophyOutline","CardDisplay","MdiIcon","useSnackbar","Button","Chip","ListItemIcon","ListItemText","Menu","MenuItem","Stack","Step","StepButton","StepLabel","Stepper","TextField","Typography","useCallback","useState","closingStage","daysInStage","DEAL_STATUS_LABELS","openStages","LostReasonDialog","DealStageCard","props","deal","pipeline","api","nowMs","enqueueSnackbar","busy","setBusy","losing","setLosing","closeMenu","setCloseMenu","stages","activeIndex","findIndex","stage","id","stageId","wonName","name","won","lostName","lost","run","request","done","variant","persist","error","Error","message","allowDuplicate","closed","status","days","current","probability","forecast","path","nonLinear","activeStep","length","alternativeLabel","map","index","completed","title","undefined","disabled","onClick","moveToStage","data-testid","event","currentTarget","icon","color","fontSize","header","help","anchor","HeaderProps","action","direction","spacing","size","startIcon","markWon","contentGutterX","contentGutterY","sx","alignItems","label","closedAtMs","Date","toLocaleDateString","lostReason","select","value","onChange","target","helperText","maxWidth","textAlign","anchorEl","open","Boolean","onClose","dealTitle","onConfirm","reason","markLost","then","ok","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,4BAA4B,EAC5BC,oBAAoB,EACpBC,eAAe,EACfC,cAAc,QACT,eAAc;AACrB,SAASC,mBAAmB,EAAEC,gBAAgB,QAAQ,yBAAwB;AAC9E,SAASC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AAC3D,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,MAAM,EACNC,IAAI,EACJC,YAAY,EACZC,YAAY,EACZC,IAAI,EACJC,QAAQ,EACRC,KAAK,EACLC,IAAI,EACJC,UAAU,EACVC,SAAS,EACTC,OAAO,EACPC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAE7C,SACEC,YAAY,EACZC,WAAW,EACXC,kBAAkB,EAElBC,UAAU,QAEL,+BAA2B;AAClC,SAASC,gBAAgB,QAAQ,0BAAsB;AASvD;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,cAAcC,KAAyB;;QAQrCN,eACCA;IARjB,MAAM,EAAEO,IAAI,EAAEC,QAAQ,EAAEC,GAAG,EAAEC,KAAK,EAAE,GAAGJ;IACvC,MAAM,EAAEK,eAAe,EAAE,GAAG3B;IAC5B,MAAM,CAAC4B,MAAMC,QAAQ,GAAGd,SAAS;IACjC,MAAM,CAACe,QAAQC,UAAU,GAAGhB,SAAS;IACrC,MAAM,CAACiB,WAAWC,aAAa,GAAGlB,SAA6B;IAC/D,MAAMmB,SAASf,WAAWK;IAC1B,MAAMW,cAAcD,OAAOE,SAAS,CAAC,CAACC,QAAUA,MAAMC,EAAE,KAAKf,KAAKgB,OAAO;IACzE,MAAMC,mBAAUxB,gBAAAA,aAAaQ,UAAU,2BAAvBR,cAA+ByB,IAAI,mBAAIvB,mBAAmBwB,GAAG;IAC7E,MAAMC,qBAAW3B,iBAAAA,aAAaQ,UAAU,4BAAvBR,eAAgCyB,IAAI,oBAAIvB,mBAAmB0B,IAAI;IAEhF,MAAMC,MAAM/B,YACV,OAAOgC,SAAiCC;QACtClB,QAAQ;QACR,IAAI;YACF,MAAMiB;YACNnB,gBAAgBoB,MAAM;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOC,OAAO;YACdvB,gBACEuB,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,gCACzC;gBAAEJ,SAAS;gBAAWK,gBAAgB;YAAK;YAE7C,OAAO;QACT,SAAU;YACRxB,QAAQ;QACV;IACF,GACA;QAACF;KAAgB;IAGnB,MAAM2B,SAAS/B,KAAKgC,MAAM,KAAK;IAC/B,MAAMC,OAAOvC,YAAYM,MAAMG;IAC/B,MAAM+B,UAAUtB,gBAAgB,CAAC,IAAI,OAAOD,MAAM,CAACC,YAAY;IAC/D,MAAMuB,cAAchE,gBAAgB6B,MAAMkC;IAC1C,MAAME,WAAWnE,4BAA4B,CAACC,qBAAqB8B,MAAMkC,SAAS;IAElF,MAAMG,qBACJ,MAACjD;QAAQkD,SAAS;QAACC,YAAYR,SAASpB,OAAO6B,MAAM,GAAG5B;QAAa6B,gBAAgB;;YAClF9B,OAAO+B,GAAG,CAAC,CAAC5B,OAAO6B,sBAClB,KAAC1D;oBAAoB2D,WAAWb,UAAUY,QAAQ/B;8BAChD,cAAA,KAAC1B;wBACC2D,OAAOd,SAASe,YAAY,CAAC,WAAW,EAAEhC,MAAMqB,WAAW,CAAC,iBAAiB,CAAC;wBAC9EY,UAAU1C,QAAQ0B,UAAUjB,MAAMC,EAAE,KAAKf,KAAKgB,OAAO;wBACrDgC,SAAS,IACP,KAAK1B,IAAI,IAAMpB,IAAI+C,WAAW,CAACjD,MAAMc,MAAMC,EAAE,GAAG,CAAC,SAAS,EAAED,MAAMI,IAAI,EAAE;kCAGzEJ,MAAMI,IAAI;;mBARJJ,MAAMC,EAAE;0BAYrB,KAAC9B;gBAAmB2D,WAAW5C,KAAKgC,MAAM,KAAK;0BAC7C,cAAA,KAAC9C;oBACCgE,eAAY;oBACZL,OAAOd,SAASe,YAAY;oBAC5BC,UAAU1C,QAAQ0B;oBAClBiB,SAAS,CAACG,QAAUzC,aAAayC,MAAMC,aAAa;oBACpDC,MACErD,KAAKgC,MAAM,KAAK,sBACd,KAACxD;wBAAQ6D,MAAM/D,iBAAiB+D,IAAI;wBAAEiB,OAAM;wBAAUC,UAAS;yBAC7DvD,KAAKgC,MAAM,KAAK,uBAClB,KAACxD;wBAAQ6D,MAAMhE,oBAAoBgE,IAAI;wBAAEiB,OAAM;wBAAQC,UAAS;yBAC9DT;8BAGN,cAAA,KAAC3D;wBAAUwC,OAAO3B,KAAKgC,MAAM,KAAK;kCAC/BhC,KAAKgC,MAAM,KAAK,QAAQf,UAAUjB,KAAKgC,MAAM,KAAK,SAASZ,WAAW;;;eAfnE;;;IAsBd,qBACE,MAAC7C;QACCiF,QAAQ;QACRC,MAAMrF,eAAe,SAAS;YAAEsF,QAAQ;QAA6B;QACrEC,aAAa;YACXC,QAAQ,CAAC7B,uBACP,MAAC/C;gBAAM6E,WAAU;gBAAMC,SAAS;;kCAC9B,KAACpF;wBACCqF,MAAK;wBACLT,OAAM;wBACN7B,SAAQ;wBACRsB,UAAU1C,QAAQ,CAACJ;wBACnB+D,yBAAW,KAACxF;4BAAQ6D,MAAM/D,iBAAiB+D,IAAI;4BAAE0B,MAAM;;wBACvDf,SAAS,IAAM,KAAK1B,IAAI,IAAMpB,IAAI+D,OAAO,CAACjE,OAAO;kCAEhD;;kCAEH,KAACtB;wBACCqF,MAAK;wBACLT,OAAM;wBACN7B,SAAQ;wBACRsB,UAAU1C,QAAQ,CAACJ;wBACnB+D,yBAAW,KAACxF;4BAAQ6D,MAAMhE,oBAAoBgE,IAAI;4BAAE0B,MAAM;;wBAC1Df,SAAS,IAAMxC,UAAU;kCAExB;;;iBAGH;QACN;QACA0D,cAAc;QACdC,cAAc;;YAEb,CAAClE,yBACA,KAACX;gBAAWmC,SAAQ;gBAAQ6B,OAAM;0BAC/B;iBAEDvB,uBACF,MAAC/C;gBAAM8E,SAAS;;oBACbzB;kCACD,MAACrD;wBAAM6E,WAAU;wBAAMC,SAAS;wBAAGM,IAAI;4BAAEC,YAAY;wBAAS;;0CAC5D,KAAC1F;gCACC2F,OAAO3E,kBAAkB,CAACK,KAAKgC,MAAM,CAAC;gCACtCsB,OAAOtD,KAAKgC,MAAM,KAAK,QAAQ,YAAY;;0CAE7C,KAAC1C;gCAAWmC,SAAQ;gCAAQ6B,OAAM;0CAC/B,OAAOtD,KAAKuE,UAAU,KAAK,WACxB,CAAC,OAAO,EAAE,IAAIC,KAAKxE,KAAKuE,UAAU,EAAEE,kBAAkB,IAAI,GAC1D;;;;oBAGPzE,KAAKgC,MAAM,KAAK,UAAUhC,KAAK0E,UAAU,iB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package/src/lib/components/reports/activity-card.js

@@ -169,7 +169,7 @@ const TASK_DONE_CEILING = 1000;
         header: 'Activity by teammate',
         help: Aglyn.pluginDocsHelp('crmReports', {
             anchor: '#activity-by-teammate',
-            excerpt: 'The calls, emails, meetings and notes each teammate logged in ' + 'the period, and the tasks they completed, busiest first. ' + 'Grouped from the period’s newest thousand of each.'
+            excerpt: 'The calls, emails, messages, meetings and notes each teammate logged in ' + 'the period, and the tasks they completed, busiest first. ' + 'Grouped from the period’s newest thousand of each.'
         }),
         contentGutterX: true,
         contentGutterY: true,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport {\n  activityLeaderboard,\n  type ActivityLeaderboardRow,\n  deltaPercent,\n} from '../../model/crm-reports'\n\n/**\n * How many activities and how many completed tasks the leaderboard is\n * grouped from.\n *\n * The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n */\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = [\n  'Teammate',\n  ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n  'Activities',\n  'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n *\n * ## Two windows, two indexes, one table\n *\n * Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n *\n * ## Why that is four indexes and not one\n *\n * The counts and the windows do not share an index, and neither do the two\n * audiences.\n *\n * A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n *\n * Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n *\n * The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n *\n * A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n *\n * ## Names\n *\n * Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n */\nexport function ActivityCard(props: ActivityCardProps) {\n  const { report } = props\n  const { scope, tokens, range, period, routes } = report\n  const firestore = useFirestore()\n  const roster = useOrgMemberOptions(scope[1])\n\n  const activitiesBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n      ...visibleToClause(tokens),\n      where('atMs', '>=', from),\n      where('atMs', '<', to),\n    )\n  const tasksDoneBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'done'),\n      where('completedAtMs', '>=', from),\n      where('completedAtMs', '<', to),\n    )\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n  const activityCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(activitiesBetween(range.from, range.to)),\n        countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:counts') },\n  )\n  const taskCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(tasksDoneBetween(range.from, range.to)),\n        countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n  )\n\n  const activityWindow = useWindowRead<ActivityRow>(\n    () =>\n      query(\n        activitiesBetween(range.from, range.to),\n        orderBy('atMs', 'desc'),\n        limit(ACTIVITY_CEILING + 1),\n      ),\n    ACTIVITY_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:window') },\n  )\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        tasksDoneBetween(range.from, range.to),\n        orderBy('completedAtMs', 'desc'),\n        limit(TASK_DONE_CEILING + 1),\n      ),\n    TASK_DONE_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n  )\n\n  const rows = useMemo(\n    () => activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: ActivityLeaderboardRow): string => {\n    if (!row.uid) return 'No teammate'\n    return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n  }\n  const teammates = rows.filter((row) => row.uid).length\n\n  const activitiesRead = activityWindow.status === 'success'\n  const tasksRead = taskWindow.status === 'success'\n  const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n  const caption = [\n    activityWindow.truncated\n      ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n      : null,\n    taskWindow.truncated\n      ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n      : null,\n  ]\n    .filter(Boolean)\n    .join(' and ')\n  const activityFigures = activityCounts.value\n  const taskFigures = taskCounts.value\n\n  return (\n    <CardDisplay\n      header={'Activity by teammate'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#activity-by-teammate',\n        excerpt:\n          'The calls, emails, meetings and notes each teammate logged in ' +\n          'the period, and the tasks they completed, busiest first. ' +\n          'Grouped from the period’s newest thousand of each.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('activity', period)}\n            columns={COLUMNS}\n            rows={() =>\n              rows.map((row) => [\n                nameOf(row),\n                ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n                row.activities,\n                tasksRead ? row.tasksDone : '',\n              ])\n            }\n            disabled={!activitiesRead || !rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Activities logged'}\n            value={activityFigures ? activityFigures.current.toLocaleString() : null}\n            deltaPct={\n              activityFigures\n                ? deltaPercent(activityFigures.current, activityFigures.previous)\n                : null\n            }\n            note={'counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Tasks completed'}\n            value={taskFigures ? taskFigures.current.toLocaleString() : null}\n            deltaPct={\n              taskFigures\n                ? deltaPercent(taskFigures.current, taskFigures.previous)\n                : null\n            }\n            note={'ticked off in the period'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Teammates active'}\n            value={settled ? teammates.toLocaleString() : null}\n            note={'logged or completed something'}\n          />\n        </Stack>\n        {activityCounts.status === 'error' || activityWindow.status === 'error' ? (\n          <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n        ) : null}\n        {taskCounts.status === 'error' || taskWindow.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n          </Alert>\n        ) : null}\n        <Section title={'Who did what'}>\n          {rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.uid || '$nobody'}>\n                    <TableCell>{nameOf(row)}</TableCell>\n                    {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n                      <TableCell key={kind} align=\"right\">\n                        {row.kinds[kind].toLocaleString()}\n                      </TableCell>\n                    ))}\n                    <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">\n                      {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {settled ? 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  getCountFromServer,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport {\n  activityLeaderboard,\n  type ActivityLeaderboardRow,\n  deltaPercent,\n} from '../../model/crm-reports'\n\n/**\n * How many activities and how many completed tasks the leaderboard is\n * grouped from.\n *\n * The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n */\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The table's columns, which are also the CSV's. */\nconst COLUMNS = [\n  'Teammate',\n  ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n  'Activities',\n  'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n  report: CrmReportScope\n}\n\n/**\n * Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n *\n * ## Two windows, two indexes, one table\n *\n * Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n *\n * ## Why that is four indexes and not one\n *\n * The counts and the windows do not share an index, and neither do the two\n * audiences.\n *\n * A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n *\n * Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n *\n * The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n *\n * A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n *\n * ## Names\n *\n * Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n */\nexport function ActivityCard(props: ActivityCardProps) {\n  const { report } = props\n  const { scope, tokens, range, period, routes } = report\n  const firestore = useFirestore()\n  const roster = useOrgMemberOptions(scope[1])\n\n  const activitiesBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n      ...visibleToClause(tokens),\n      where('atMs', '>=', from),\n      where('atMs', '<', to),\n    )\n  const tasksDoneBetween = (from: number, to: number) =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'done'),\n      where('completedAtMs', '>=', from),\n      where('completedAtMs', '<', to),\n    )\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n  const activityCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(activitiesBetween(range.from, range.to)),\n        countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:counts') },\n  )\n  const taskCounts = useAggregateRead(\n    () =>\n      Promise.all([\n        countOf(tasksDoneBetween(range.from, range.to)),\n        countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n  )\n\n  const activityWindow = useWindowRead<ActivityRow>(\n    () =>\n      query(\n        activitiesBetween(range.from, range.to),\n        orderBy('atMs', 'desc'),\n        limit(ACTIVITY_CEILING + 1),\n      ),\n    ACTIVITY_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:window') },\n  )\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        tasksDoneBetween(range.from, range.to),\n        orderBy('completedAtMs', 'desc'),\n        limit(TASK_DONE_CEILING + 1),\n      ),\n    TASK_DONE_CEILING,\n    [firestore, scope, tokens, range],\n    { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n  )\n\n  const rows = useMemo(\n    () => activityLeaderboard(activityWindow.rows, taskWindow.rows),\n    [activityWindow, taskWindow],\n  )\n  const nameOf = (row: ActivityLeaderboardRow): string => {\n    if (!row.uid) return 'No teammate'\n    return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n  }\n  const teammates = rows.filter((row) => row.uid).length\n\n  const activitiesRead = activityWindow.status === 'success'\n  const tasksRead = taskWindow.status === 'success'\n  const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n  const caption = [\n    activityWindow.truncated\n      ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n      : null,\n    taskWindow.truncated\n      ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n      : null,\n  ]\n    .filter(Boolean)\n    .join(' and ')\n  const activityFigures = activityCounts.value\n  const taskFigures = taskCounts.value\n\n  return (\n    <CardDisplay\n      header={'Activity by teammate'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#activity-by-teammate',\n        excerpt:\n          'The calls, emails, messages, meetings and notes each teammate logged in ' +\n          'the period, and the tasks they completed, busiest first. ' +\n          'Grouped from the period’s newest thousand of each.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <ReportExport\n            filename={reportFilename('activity', period)}\n            columns={COLUMNS}\n            rows={() =>\n              rows.map((row) => [\n                nameOf(row),\n                ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n                row.activities,\n                tasksRead ? row.tasksDone : '',\n              ])\n            }\n            disabled={!activitiesRead || !rows.length}\n          />\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Activities logged'}\n            value={activityFigures ? activityFigures.current.toLocaleString() : null}\n            deltaPct={\n              activityFigures\n                ? deltaPercent(activityFigures.current, activityFigures.previous)\n                : null\n            }\n            note={'counted on the server'}\n            href={routes.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Tasks completed'}\n            value={taskFigures ? taskFigures.current.toLocaleString() : null}\n            deltaPct={\n              taskFigures\n                ? deltaPercent(taskFigures.current, taskFigures.previous)\n                : null\n            }\n            note={'ticked off in the period'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Teammates active'}\n            value={settled ? teammates.toLocaleString() : null}\n            note={'logged or completed something'}\n          />\n        </Stack>\n        {activityCounts.status === 'error' || activityWindow.status === 'error' ? (\n          <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n        ) : null}\n        {taskCounts.status === 'error' || taskWindow.status === 'error' ? (\n          <Alert severity=\"warning\">\n            {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n          </Alert>\n        ) : null}\n        <Section title={'Who did what'}>\n          {rows.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {rows.map((row) => (\n                  <TableRow key={row.uid || '$nobody'}>\n                    <TableCell>{nameOf(row)}</TableCell>\n                    {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n                      <TableCell key={kind} align=\"right\">\n                        {row.kinds[kind].toLocaleString()}\n                      </TableCell>\n                    ))}\n                    <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">\n                      {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n                    </TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n            </Typography>\n          )}\n          {rows.some((row) => !row.uid) ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n            </Typography>\n          ) : null}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {caption ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`${caption}; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default 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package/src/lib/hooks/use-scroll-edges.d.ts

@@ -0,0 +1,38 @@
+/**
+ * @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.
+ */
+export interface ScrollEdges {
+    /** Callback ref for the box that scrolls sideways. */
+    ref: (node: HTMLElement | null) => void;
+    /** Whether there is more to the left of what is in view. */
+    start: boolean;
+    /** Whether there is more to the right of what is in view. */
+    end: boolean;
+    /** Scrolls most of a view's width toward the start (`-1`) or the end (`1`). */
+    page: (direction: -1 | 1) => void;
+}
+/**
+ * Which way a sideways-scrolling box has more to show, and a way to page
+ * it — the facts a pair of scroll arrows needs, the way MUI's Tabs draws
+ * them. A scrollbar alone says nothing on a trackpad Mac, where it stays
+ * hidden until the reader already knows to scroll.
+ *
+ * Re-measured on scroll and whenever the box or its content changes size,
+ * so a column collapsing, a deal arriving or the window narrowing moves the
+ * arrows with it. A page is most of a view rather than all of it, so the
+ * column at the edge stays in sight as a landmark.
+ */
+export declare function useScrollEdges(): ScrollEdges;