@aglyn/plugins-crm 1.0.0-beta.293 → 1.0.0

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

package/src/lib/hooks/use-scroll-edges.js

@@ -0,0 +1,75 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { useCallback, useEffect, useState } from "react";
+/**
+ * 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 function useScrollEdges() {
+    const [node, setNode] = useState(null);
+    const [edges, setEdges] = useState({
+        start: false,
+        end: false
+    });
+    useEffect(()=>{
+        if (!node) return;
+        const measure = ()=>{
+            const max = node.scrollWidth - node.clientWidth;
+            const start = node.scrollLeft > 1;
+            const end = node.scrollLeft < max - 1;
+            setEdges((previous)=>previous.start === start && previous.end === end ? previous : {
+                    start,
+                    end
+                });
+        };
+        measure();
+        node.addEventListener('scroll', measure, {
+            passive: true
+        });
+        const observer = typeof ResizeObserver === 'undefined' ? null : new ResizeObserver(measure);
+        observer == null ? void 0 : observer.observe(node);
+        if (node.firstElementChild) observer == null ? void 0 : observer.observe(node.firstElementChild);
+        return ()=>{
+            node.removeEventListener('scroll', measure);
+            observer == null ? void 0 : observer.disconnect();
+        };
+    }, [
+        node
+    ]);
+    const page = useCallback((direction)=>{
+        node == null ? void 0 : node.scrollBy({
+            left: direction * node.clientWidth * 0.8,
+            behavior: 'smooth'
+        });
+    }, [
+        node
+    ]);
+    return {
+        ref: setNode,
+        start: edges.start,
+        end: edges.end,
+        page
+    };
+}
+
+//# sourceMappingURL=use-scroll-edges.js.map

package/src/lib/hooks/use-scroll-edges.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-scroll-edges.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport { useCallback, useEffect, useState } from 'react'\n\nexport interface ScrollEdges {\n  /** Callback ref for the box that scrolls sideways. */\n  ref: (node: HTMLElement | null) => void\n  /** Whether there is more to the left of what is in view. */\n  start: boolean\n  /** Whether there is more to the right of what is in view. */\n  end: boolean\n  /** Scrolls most of a view's width toward the start (`-1`) or the end (`1`). */\n  page: (direction: -1 | 1) => void\n}\n\n/**\n * Which way a sideways-scrolling box has more to show, and a way to page\n * it — the facts a pair of scroll arrows needs, the way MUI's Tabs draws\n * them. A scrollbar alone says nothing on a trackpad Mac, where it stays\n * hidden until the reader already knows to scroll.\n *\n * Re-measured on scroll and whenever the box or its content changes size,\n * so a column collapsing, a deal arriving or the window narrowing moves the\n * arrows with it. A page is most of a view rather than all of it, so the\n * column at the edge stays in sight as a landmark.\n */\nexport function useScrollEdges(): ScrollEdges {\n  const [node, setNode] = useState<HTMLElement | null>(null)\n  const [edges, setEdges] = useState({ start: false, end: false })\n\n  useEffect(() => {\n    if (!node) return\n    const measure = () => {\n      const max = node.scrollWidth - node.clientWidth\n      const start = node.scrollLeft > 1\n      const end = node.scrollLeft < max - 1\n      setEdges((previous) =>\n        previous.start === start && previous.end === end ? previous : { start, end },\n      )\n    }\n    measure()\n    node.addEventListener('scroll', measure, { passive: true })\n    const observer =\n      typeof ResizeObserver === 'undefined' ? null : new ResizeObserver(measure)\n    observer?.observe(node)\n    if (node.firstElementChild) observer?.observe(node.firstElementChild)\n    return () => {\n      node.removeEventListener('scroll', measure)\n      observer?.disconnect()\n    }\n  }, [node])\n\n  const page = useCallback(\n    (direction: -1 | 1) => {\n      node?.scrollBy({ left: direction * node.clientWidth * 0.8, behavior: 'smooth' })\n    },\n    [node],\n  )\n\n  return { ref: setNode, start: edges.start, end: edges.end, page }\n}\n"],"names":["useCallback","useEffect","useState","useScrollEdges","node","setNode","edges","setEdges","start","end","measure","max","scrollWidth","clientWidth","scrollLeft","previous","addEventListener","passive","observer","ResizeObserver","observe","firstElementChild","removeEventListener","disconnect","page","direction","scrollBy","left","behavior","ref"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;AAEA,SAASA,WAAW,EAAEC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAaxD;;;;;;;;;;CAUC,GACD,OAAO,SAASC;IACd,MAAM,CAACC,MAAMC,QAAQ,GAAGH,SAA6B;IACrD,MAAM,CAACI,OAAOC,SAAS,GAAGL,SAAS;QAAEM,OAAO;QAAOC,KAAK;IAAM;IAE9DR,UAAU;QACR,IAAI,CAACG,MAAM;QACX,MAAMM,UAAU;YACd,MAAMC,MAAMP,KAAKQ,WAAW,GAAGR,KAAKS,WAAW;YAC/C,MAAML,QAAQJ,KAAKU,UAAU,GAAG;YAChC,MAAML,MAAML,KAAKU,UAAU,GAAGH,MAAM;YACpCJ,SAAS,CAACQ,WACRA,SAASP,KAAK,KAAKA,SAASO,SAASN,GAAG,KAAKA,MAAMM,WAAW;oBAAEP;oBAAOC;gBAAI;QAE/E;QACAC;QACAN,KAAKY,gBAAgB,CAAC,UAAUN,SAAS;YAAEO,SAAS;QAAK;QACzD,MAAMC,WACJ,OAAOC,mBAAmB,cAAc,OAAO,IAAIA,eAAeT;QACpEQ,4BAAAA,SAAUE,OAAO,CAAChB;QAClB,IAAIA,KAAKiB,iBAAiB,EAAEH,4BAAAA,SAAUE,OAAO,CAAChB,KAAKiB,iBAAiB;QACpE,OAAO;YACLjB,KAAKkB,mBAAmB,CAAC,UAAUZ;YACnCQ,4BAAAA,SAAUK,UAAU;QACtB;IACF,GAAG;QAACnB;KAAK;IAET,MAAMoB,OAAOxB,YACX,CAACyB;QACCrB,wBAAAA,KAAMsB,QAAQ,CAAC;YAAEC,MAAMF,YAAYrB,KAAKS,WAAW,GAAG;YAAKe,UAAU;QAAS;IAChF,GACA;QAACxB;KAAK;IAGR,OAAO;QAAEyB,KAAKxB;QAASG,OAAOF,MAAME,KAAK;QAAEC,KAAKH,MAAMG,GAAG;QAAEe;IAAK;AAClE"}

package/src/lib/server/api-v1/crm-activities.js

@@ -25,17 +25,11 @@ import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_wi
  * rather than what somebody later wished had been. It also has to hang off
  * something — a contact, a company or a deal — because an activity attached
  * to nothing is a sentence nobody can find from anywhere.
- */ import { CRM_COLLECTIONS, CRM_ACTIVITY_DIRECTIONS, CRM_ACTIVITY_LOG_FULL_MESSAGE, createResourceUid, crmActivityDirection, crmActivityLogHasRoom } from "@aglyn/aglyn/server";
+ */ import { CRM_COLLECTIONS, CRM_ACTIVITY_DIRECTIONS, CRM_ACTIVITY_KINDS, CRM_ACTIVITY_LOG_FULL_MESSAGE, createResourceUid, crmActivityDirection, crmActivityLogHasRoom } from "@aglyn/aglyn/server";
 import { apiJson, ApiErrors, countCrmActivitiesForRecord } from "@aglyn/tenant-data-admin";
 import { claimWrite, readJsonBody, requireScope } from "@aglyn/tenant-data-admin/server/api-v1-kit";
 import { CRM_LABEL_MAX, CRM_TEXT_MAX, CRM_TITLE_MAX, createPayload, crmCollection, crmCreateStamp, crmRefErrors, crmTimes, crmValidationFailed, isoFromMs, listCrm, memberError, parseIsoInstant, readChoice, readCrmSite, readEqualityFilters, readOptionalText, readRefId, refuseUnknownKeys } from "./crm-shared.js";
-const ACTIVITY_KINDS = [
-    'call',
-    'email',
-    'meeting',
-    'note',
-    'other'
-];
+/** The kinds the API accepts: the CRM's own list, so a kind the console logs is one the API takes. */ const ACTIVITY_KINDS = CRM_ACTIVITY_KINDS;
 /** The activity object as published. */ function activityView(doc) {
     var _doc_data, _data_kind, _data_body, _data_byUid, _data_contactId, _data_companyId, _data_dealId, _data_outcome, _data_hostId;
     const data = (_doc_data = doc.data()) != null ? _doc_data : {};

package/src/lib/server/api-v1/crm-activities.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/crm-activities.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `/v1/activities` (AGL-2606) — one thing that happened, logged by a person\n * or by an integration: a call made, a meeting held, a note taken.\n *\n * An activity is a LOG ENTRY, and a log is written once. There is no\n * `PATCH`: an entry that turns out to be wrong is deleted and logged again,\n * which keeps every row's `at` and `byUid` the record of what was logged\n * rather than what somebody later wished had been. It also has to hang off\n * something — a contact, a company or a deal — because an activity attached\n * to nothing is a sentence nobody can find from anywhere.\n */\nimport {\n  CRM_COLLECTIONS,\n  type CrmActivity,\n  type CrmActivityKind,\n  CRM_ACTIVITY_DIRECTIONS,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  type CrmActivityDirection,\n  createResourceUid,\n  crmActivityDirection,\n  crmActivityLogHasRoom,\n} from '@aglyn/aglyn/server'\nimport {\n  apiJson,\n  ApiErrors,\n  countCrmActivitiesForRecord,\n} from '@aglyn/tenant-data-admin'\nimport {\n  type ApiV1Context,\n  claimWrite,\n  readJsonBody,\n  requireScope,\n} from '@aglyn/tenant-data-admin/server/api-v1-kit'\nimport {\n  CRM_LABEL_MAX,\n  CRM_TEXT_MAX,\n  CRM_TITLE_MAX,\n  createPayload,\n  crmCollection,\n  crmCreateStamp,\n  crmRefErrors,\n  crmTimes,\n  crmValidationFailed,\n  isoFromMs,\n  listCrm,\n  memberError,\n  parseIsoInstant,\n  readChoice,\n  readCrmSite,\n  readEqualityFilters,\n  readOptionalText,\n  readRefId,\n  refuseUnknownKeys,\n} from './crm-shared'\n\nconst ACTIVITY_KINDS = ['call', 'email', 'meeting', 'note', 'other'] as const\n\n/** The activity object as published. */\nfunction activityView(doc: FirebaseFirestore.DocumentSnapshot) {\n  const data = (doc.data() ?? {}) as Partial<CrmActivity>\n  return {\n    id: doc.id,\n    object: 'activity',\n    kind: data.kind ?? 'note',\n    body: data.body ?? null,\n    at: isoFromMs(data.atMs),\n    byUid: data.byUid ?? null,\n    contactId: data.contactId ?? null,\n    companyId: data.companyId ?? null,\n    dealId: data.dealId ?? null,\n    outcome: data.outcome ?? null,\n    durationMinutes:\n      typeof data.durationMinutes === 'number' ? data.durationMinutes : null,\n    direction: crmActivityDirection(data.kind, data.direction),\n    siteId: data.hostId ?? null,\n    ...crmTimes(data as FirebaseFirestore.DocumentData),\n  }\n}\n\nconst ACTIVITY_WRITABLE = new Set([\n  'kind',\n  'body',\n  'at',\n  'byUid',\n  'contactId',\n  'companyId',\n  'dealId',\n  'outcome',\n  'durationMinutes',\n  'direction',\n  'consentSiteId',\n])\n\ninterface ActivityInput {\n  kind?: CrmActivityKind\n  body: string\n  atMs?: number\n  byUid?: string\n  contactId?: string\n  companyId?: string\n  dealId?: string\n  outcome?: string\n  durationMinutes?: number\n  direction?: CrmActivityDirection\n}\n\nfunction readActivityInput(\n  body: Record<string, unknown>,\n): { values: ActivityInput } | { errors: Record<string, string> } {\n  const errors: Record<string, string> = {}\n  refuseUnknownKeys(body, ACTIVITY_WRITABLE, 'activity', errors)\n\n  const text = String(body.body ?? '')\n    .trim()\n    .slice(0, CRM_TEXT_MAX)\n  if (!text) errors.body = 'A body is required'\n  const values: ActivityInput = { body: text }\n\n  const kind = readChoice(body, 'kind', ACTIVITY_KINDS, errors)\n  if (kind) values.kind = kind\n\n  if (body.at !== undefined) {\n    const ms = parseIsoInstant(body.at)\n    if (ms === null) errors.at = 'Must be an ISO 8601 instant, like 2026-09-04T16:30:00Z'\n    else values.atMs = ms\n  }\n\n  const byUid = readOptionalText(body, 'byUid', CRM_TITLE_MAX, errors)\n  if (byUid) values.byUid = byUid\n  for (const field of ['contactId', 'companyId', 'dealId'] as const) {\n    const id = readRefId(body, field, errors)\n    if (id) values[field] = id\n  }\n  if (!values.contactId && !values.companyId && !values.dealId && !errors.contactId) {\n    errors.contactId = 'Name a contactId, companyId or dealId — an activity is logged against something'\n  }\n\n  const outcome = readOptionalText(body, 'outcome', CRM_LABEL_MAX, errors)\n  if (outcome) values.outcome = outcome\n\n  if (body.durationMinutes !== undefined && body.durationMinutes !== null) {\n    if (\n      typeof body.durationMinutes !== 'number' ||\n      !Number.isInteger(body.durationMinutes) ||\n      body.durationMinutes < 0\n    ) {\n      errors.durationMinutes = 'Must be a whole number of minutes, 0 or more'\n    } else {\n      values.durationMinutes = body.durationMinutes\n    }\n  }\n\n  // Which way a call or an email went (AGL-3517); no other kind takes one.\n  if (body.direction !== undefined && body.direction !== null) {\n    const kind = values.kind ?? 'note'\n    const direction = crmActivityDirection(kind, body.direction)\n    const allowed = CRM_ACTIVITY_DIRECTIONS[kind] ?? []\n    if (direction) values.direction = direction\n    else {\n      errors.direction = allowed.length\n        ? `Must be one of: ${allowed.join(', ')}`\n        : 'Only a call or an email takes a direction'\n    }\n  }\n\n  return Object.keys(errors).length ? { errors } : { values }\n}\n\n/**\n * `POST /v1/activities`. `at` defaults to now and `byUid` to `'api'`: an\n * integration logging a call as it ends is the common case, and the one\n * logging it on behalf of a member names them.\n */\nasync function createActivity(request: Request, ctx: ApiV1Context): Promise<Response> {\n  const body = await readJsonBody(request)\n  const parsed = readActivityInput(body)\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'activity', parsed.errors)\n  const site = readCrmSite(ctx, 'activity', body)\n  if ('response' in site) return site.response\n  const [by, refs] = await Promise.all([\n    memberError(ctx, 'byUid', parsed.values.byUid),\n    crmRefErrors(ctx, {\n      contactId: parsed.values.contactId,\n      companyId: parsed.values.companyId,\n      dealId: parsed.values.dealId,\n    }),\n  ])\n  const refErrors = { ...by, ...refs }\n  if (Object.keys(refErrors).length) {\n    return crmValidationFailed(ctx, 'activity', refErrors)\n  }\n\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.activities)\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'activities',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n\n  try {\n    const { kind, atMs, byUid, ...rest } = parsed.values\n    // The per-record ceiling (AGL-2611): one aggregate on the record the\n    // activity is filed under. A platform bound rather than a plan one, so\n    // it is a conflict with the record's state, not a plan refusal.\n    const logged = await countCrmActivitiesForRecord(\n      ctx.firestore.collection('orgs').doc(ctx.orgId),\n      parsed.values,\n    )\n    if (!crmActivityLogHasRoom(logged)) {\n      await claim.release()\n      return ApiErrors.conflict({\n        message: CRM_ACTIVITY_LOG_FULL_MESSAGE,\n        code: 'activity_log_full',\n        headers: ctx.headers,\n      })\n    }\n    const id = createResourceUid()\n    const stamp = crmCreateStamp(ctx, site.siteId)\n    await collection.doc(id).create({\n      kind: kind ?? 'note',\n      // The instant the record was created, from the same clock as its\n      // `createdAt`, so an activity logged as it happened reads as one moment.\n      atMs: atMs ?? stamp.createdAt.toMillis(),\n      byUid: byUid ?? 'api',\n      ...createPayload(rest),\n      ...stamp,\n    })\n    const view = activityView(await collection.doc(id).get())\n    await claim.record(200, view)\n    return apiJson(view, { status: 201, headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/** `DELETE /v1/activities/{id}`. */\nasync function deleteActivity(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'activity-deletes',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n  try {\n    const snap = await ref.get()\n    if (!snap.exists) {\n      await claim.release()\n      return ApiErrors.notFound({ message: 'No such activity', headers: ctx.headers })\n    }\n    await ref.delete()\n    const view = { id: ref.id, object: 'activity', deleted: true }\n    await claim.record(200, view)\n    return apiJson(view, { headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/** `GET /v1/activities` filters, most selective first. */\nasync function listActivities(\n  ctx: ApiV1Context,\n  collection: FirebaseFirestore.CollectionReference,\n  url: URL,\n): Promise<Response> {\n  const rawKind = url.searchParams.get('kind')\n  if (rawKind !== null && rawKind.trim() !== '' && !(ACTIVITY_KINDS as readonly string[]).includes(rawKind.trim())) {\n    return crmValidationFailed(ctx, 'activity filter', {\n      kind: `Must be one of: ${ACTIVITY_KINDS.join(', ')}`,\n    })\n  }\n  const filters = readEqualityFilters(url, ['dealId', 'contactId', 'companyId', 'kind'])\n  return listCrm(ctx, collection, url, filters, activityView)\n}\n\nexport async function handleActivities(\n  request: Request,\n  ctx: ApiV1Context,\n  segments: string[],\n  url: URL,\n): Promise<Response> {\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.activities)\n  const [, activityId] = segments\n\n  if (!activityId) {\n    if (request.method === 'GET') {\n      const denied = requireScope(ctx, 'crm:read')\n      if (denied) return denied\n      return listActivities(ctx, collection, url)\n    }\n    if (request.method === 'POST') {\n      const denied = requireScope(ctx, 'crm:write')\n      if (denied) return denied\n      return createActivity(request, ctx)\n    }\n    return ApiErrors.methodNotAllowed({\n      headers: { ...ctx.headers, Allow: 'GET, POST' },\n    })\n  }\n\n  const ref = collection.doc(activityId)\n  if (request.method === 'GET') {\n    const denied = requireScope(ctx, 'crm:read')\n    if (denied) return denied\n    const snap = await ref.get()\n    if (!snap.exists) {\n      return ApiErrors.notFound({ message: 'No such activity', headers: ctx.headers })\n    }\n    return apiJson(activityView(snap), { headers: ctx.headers })\n  }\n  if (request.method === 'DELETE') {\n    const denied = requireScope(ctx, 'crm:write')\n    if (denied) return denied\n    return deleteActivity(request, ctx, ref)\n  }\n  // No PATCH — see the module header. 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/crm-activities.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `/v1/activities` (AGL-2606) — one thing that happened, logged by a person\n * or by an integration: a call made, a meeting held, a note taken.\n *\n * An activity is a LOG ENTRY, and a log is written once. There is no\n * `PATCH`: an entry that turns out to be wrong is deleted and logged again,\n * which keeps every row's `at` and `byUid` the record of what was logged\n * rather than what somebody later wished had been. It also has to hang off\n * something — a contact, a company or a deal — because an activity attached\n * to nothing is a sentence nobody can find from anywhere.\n */\nimport {\n  CRM_COLLECTIONS,\n  type CrmActivity,\n  type CrmActivityKind,\n  CRM_ACTIVITY_DIRECTIONS,\n  CRM_ACTIVITY_KINDS,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  type CrmActivityDirection,\n  createResourceUid,\n  crmActivityDirection,\n  crmActivityLogHasRoom,\n} from '@aglyn/aglyn/server'\nimport {\n  apiJson,\n  ApiErrors,\n  countCrmActivitiesForRecord,\n} from '@aglyn/tenant-data-admin'\nimport {\n  type ApiV1Context,\n  claimWrite,\n  readJsonBody,\n  requireScope,\n} from '@aglyn/tenant-data-admin/server/api-v1-kit'\nimport {\n  CRM_LABEL_MAX,\n  CRM_TEXT_MAX,\n  CRM_TITLE_MAX,\n  createPayload,\n  crmCollection,\n  crmCreateStamp,\n  crmRefErrors,\n  crmTimes,\n  crmValidationFailed,\n  isoFromMs,\n  listCrm,\n  memberError,\n  parseIsoInstant,\n  readChoice,\n  readCrmSite,\n  readEqualityFilters,\n  readOptionalText,\n  readRefId,\n  refuseUnknownKeys,\n} from './crm-shared'\n\n/** The kinds the API accepts: the CRM's own list, so a kind the console logs is one the API takes. */\nconst ACTIVITY_KINDS = CRM_ACTIVITY_KINDS\n\n/** The activity object as published. */\nfunction activityView(doc: FirebaseFirestore.DocumentSnapshot) {\n  const data = (doc.data() ?? {}) as Partial<CrmActivity>\n  return {\n    id: doc.id,\n    object: 'activity',\n    kind: data.kind ?? 'note',\n    body: data.body ?? null,\n    at: isoFromMs(data.atMs),\n    byUid: data.byUid ?? null,\n    contactId: data.contactId ?? null,\n    companyId: data.companyId ?? null,\n    dealId: data.dealId ?? null,\n    outcome: data.outcome ?? null,\n    durationMinutes:\n      typeof data.durationMinutes === 'number' ? data.durationMinutes : null,\n    direction: crmActivityDirection(data.kind, data.direction),\n    siteId: data.hostId ?? null,\n    ...crmTimes(data as FirebaseFirestore.DocumentData),\n  }\n}\n\nconst ACTIVITY_WRITABLE = new Set([\n  'kind',\n  'body',\n  'at',\n  'byUid',\n  'contactId',\n  'companyId',\n  'dealId',\n  'outcome',\n  'durationMinutes',\n  'direction',\n  'consentSiteId',\n])\n\ninterface ActivityInput {\n  kind?: CrmActivityKind\n  body: string\n  atMs?: number\n  byUid?: string\n  contactId?: string\n  companyId?: string\n  dealId?: string\n  outcome?: string\n  durationMinutes?: number\n  direction?: CrmActivityDirection\n}\n\nfunction readActivityInput(\n  body: Record<string, unknown>,\n): { values: ActivityInput } | { errors: Record<string, string> } {\n  const errors: Record<string, string> = {}\n  refuseUnknownKeys(body, ACTIVITY_WRITABLE, 'activity', errors)\n\n  const text = String(body.body ?? '')\n    .trim()\n    .slice(0, CRM_TEXT_MAX)\n  if (!text) errors.body = 'A body is required'\n  const values: ActivityInput = { body: text }\n\n  const kind = readChoice(body, 'kind', ACTIVITY_KINDS, errors)\n  if (kind) values.kind = kind\n\n  if (body.at !== undefined) {\n    const ms = parseIsoInstant(body.at)\n    if (ms === null) errors.at = 'Must be an ISO 8601 instant, like 2026-09-04T16:30:00Z'\n    else values.atMs = ms\n  }\n\n  const byUid = readOptionalText(body, 'byUid', CRM_TITLE_MAX, errors)\n  if (byUid) values.byUid = byUid\n  for (const field of ['contactId', 'companyId', 'dealId'] as const) {\n    const id = readRefId(body, field, errors)\n    if (id) values[field] = id\n  }\n  if (!values.contactId && !values.companyId && !values.dealId && !errors.contactId) {\n    errors.contactId = 'Name a contactId, companyId or dealId — an activity is logged against something'\n  }\n\n  const outcome = readOptionalText(body, 'outcome', CRM_LABEL_MAX, errors)\n  if (outcome) values.outcome = outcome\n\n  if (body.durationMinutes !== undefined && body.durationMinutes !== null) {\n    if (\n      typeof body.durationMinutes !== 'number' ||\n      !Number.isInteger(body.durationMinutes) ||\n      body.durationMinutes < 0\n    ) {\n      errors.durationMinutes = 'Must be a whole number of minutes, 0 or more'\n    } else {\n      values.durationMinutes = body.durationMinutes\n    }\n  }\n\n  // Which way a call or an email went (AGL-3517); no other kind takes one.\n  if (body.direction !== undefined && body.direction !== null) {\n    const kind = values.kind ?? 'note'\n    const direction = crmActivityDirection(kind, body.direction)\n    const allowed = CRM_ACTIVITY_DIRECTIONS[kind] ?? []\n    if (direction) values.direction = direction\n    else {\n      errors.direction = allowed.length\n        ? `Must be one of: ${allowed.join(', ')}`\n        : 'Only a call or an email takes a direction'\n    }\n  }\n\n  return Object.keys(errors).length ? { errors } : { values }\n}\n\n/**\n * `POST /v1/activities`. `at` defaults to now and `byUid` to `'api'`: an\n * integration logging a call as it ends is the common case, and the one\n * logging it on behalf of a member names them.\n */\nasync function createActivity(request: Request, ctx: ApiV1Context): Promise<Response> {\n  const body = await readJsonBody(request)\n  const parsed = readActivityInput(body)\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'activity', parsed.errors)\n  const site = readCrmSite(ctx, 'activity', body)\n  if ('response' in site) return site.response\n  const [by, refs] = await Promise.all([\n    memberError(ctx, 'byUid', parsed.values.byUid),\n    crmRefErrors(ctx, {\n      contactId: parsed.values.contactId,\n      companyId: parsed.values.companyId,\n      dealId: parsed.values.dealId,\n    }),\n  ])\n  const refErrors = { ...by, ...refs }\n  if (Object.keys(refErrors).length) {\n    return crmValidationFailed(ctx, 'activity', refErrors)\n  }\n\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.activities)\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'activities',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n\n  try {\n    const { kind, atMs, byUid, ...rest } = parsed.values\n    // The per-record ceiling (AGL-2611): one aggregate on the record the\n    // activity is filed under. A platform bound rather than a plan one, so\n    // it is a conflict with the record's state, not a plan refusal.\n    const logged = await countCrmActivitiesForRecord(\n      ctx.firestore.collection('orgs').doc(ctx.orgId),\n      parsed.values,\n    )\n    if (!crmActivityLogHasRoom(logged)) {\n      await claim.release()\n      return ApiErrors.conflict({\n        message: CRM_ACTIVITY_LOG_FULL_MESSAGE,\n        code: 'activity_log_full',\n        headers: ctx.headers,\n      })\n    }\n    const id = createResourceUid()\n    const stamp = crmCreateStamp(ctx, site.siteId)\n    await collection.doc(id).create({\n      kind: kind ?? 'note',\n      // The instant the record was created, from the same clock as its\n      // `createdAt`, so an activity logged as it happened reads as one moment.\n      atMs: atMs ?? stamp.createdAt.toMillis(),\n      byUid: byUid ?? 'api',\n      ...createPayload(rest),\n      ...stamp,\n    })\n    const view = activityView(await collection.doc(id).get())\n    await claim.record(200, view)\n    return apiJson(view, { status: 201, headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/** `DELETE /v1/activities/{id}`. */\nasync function deleteActivity(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'activity-deletes',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n  try {\n    const snap = await ref.get()\n    if (!snap.exists) {\n      await claim.release()\n      return ApiErrors.notFound({ message: 'No such activity', headers: ctx.headers })\n    }\n    await ref.delete()\n    const view = { id: ref.id, object: 'activity', deleted: true }\n    await claim.record(200, view)\n    return apiJson(view, { headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/** `GET /v1/activities` filters, most selective first. */\nasync function listActivities(\n  ctx: ApiV1Context,\n  collection: FirebaseFirestore.CollectionReference,\n  url: URL,\n): Promise<Response> {\n  const rawKind = url.searchParams.get('kind')\n  if (rawKind !== null && rawKind.trim() !== '' && !(ACTIVITY_KINDS as readonly string[]).includes(rawKind.trim())) {\n    return crmValidationFailed(ctx, 'activity filter', {\n      kind: `Must be one of: ${ACTIVITY_KINDS.join(', ')}`,\n    })\n  }\n  const filters = readEqualityFilters(url, ['dealId', 'contactId', 'companyId', 'kind'])\n  return listCrm(ctx, collection, url, filters, activityView)\n}\n\nexport async function handleActivities(\n  request: Request,\n  ctx: ApiV1Context,\n  segments: string[],\n  url: URL,\n): Promise<Response> {\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.activities)\n  const [, activityId] = segments\n\n  if (!activityId) {\n    if (request.method === 'GET') {\n      const denied = requireScope(ctx, 'crm:read')\n      if (denied) return denied\n      return listActivities(ctx, collection, url)\n    }\n    if (request.method === 'POST') {\n      const denied = requireScope(ctx, 'crm:write')\n      if (denied) return denied\n      return createActivity(request, ctx)\n    }\n    return ApiErrors.methodNotAllowed({\n      headers: { ...ctx.headers, Allow: 'GET, POST' },\n    })\n  }\n\n  const ref = collection.doc(activityId)\n  if (request.method === 'GET') {\n    const denied = requireScope(ctx, 'crm:read')\n    if (denied) return denied\n    const snap = await ref.get()\n    if (!snap.exists) {\n      return ApiErrors.notFound({ message: 'No such activity', headers: ctx.headers })\n    }\n    return apiJson(activityView(snap), { headers: ctx.headers })\n  }\n  if (request.method === 'DELETE') {\n    const denied = requireScope(ctx, 'crm:write')\n    if (denied) return denied\n    return deleteActivity(request, ctx, ref)\n  }\n  // No PATCH — see the module header. The `Allow` header says so rather\n  // than a 404 that reads as \"no such activity\".\n  return ApiErrors.methodNotAllowed({\n    headers: { ...ctx.headers, Allow: 'GET, DELETE' },\n  })\n}\n"],"names":["CRM_COLLECTIONS","CRM_ACTIVITY_DIRECTIONS","CRM_ACTIVITY_KINDS","CRM_ACTIVITY_LOG_FULL_MESSAGE","createResourceUid","crmActivityDirection","crmActivityLogHasRoom","apiJson","ApiErrors","countCrmActivitiesForRecord","claimWrite","readJsonBody","requireScope","CRM_LABEL_MAX","CRM_TEXT_MAX","CRM_TITLE_MAX","createPayload","crmCollection","crmCreateStamp","crmRefErrors","crmTimes","crmValidationFailed","isoFromMs","listCrm","memberError","parseIsoInstant","readChoice","readCrmSite","readEqualityFilters","readOptionalText","readRefId","refuseUnknownKeys","ACTIVITY_KINDS","activityView","doc","data","id","object","kind","body","at","atMs","byUid","contactId","companyId","dealId","outcome","durationMinutes","direction","siteId","hostId","ACTIVITY_WRITABLE","Set","readActivityInput","errors","text","String","trim","slice","values","undefined","ms","field","Number","isInteger","allowed","length","join","Object","keys","createActivity","request","ctx","parsed","site","response","by","refs","Promise","all","refErrors","collection","activities","claimed","headers","get","replay","claim","rest","logged","firestore","orgId","release","conflict","message","code","stamp","create","createdAt","toMillis","view","record","status","error","deleteActivity","ref","snap","exists","notFound","delete","deleted","listActivities","url","rawKind","searchParams","includes","filters","handleActivities","segments","activityId","method","denied","methodNotAllowed","Allow"],"mappings":";;AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;CAUC,GACD,SACEA,eAAe,EAGfC,uBAAuB,EACvBC,kBAAkB,EAClBC,6BAA6B,EAE7BC,iBAAiB,EACjBC,oBAAoB,EACpBC,qBAAqB,QAChB,sBAAqB;AAC5B,SACEC,OAAO,EACPC,SAAS,EACTC,2BAA2B,QACtB,2BAA0B;AACjC,SAEEC,UAAU,EACVC,YAAY,EACZC,YAAY,QACP,6CAA4C;AACnD,SACEC,aAAa,EACbC,YAAY,EACZC,aAAa,EACbC,aAAa,EACbC,aAAa,EACbC,cAAc,EACdC,YAAY,EACZC,QAAQ,EACRC,mBAAmB,EACnBC,SAAS,EACTC,OAAO,EACPC,WAAW,EACXC,eAAe,EACfC,UAAU,EACVC,WAAW,EACXC,mBAAmB,EACnBC,gBAAgB,EAChBC,SAAS,EACTC,iBAAiB,QACZ,kBAAc;AAErB,oGAAoG,GACpG,MAAMC,iBAAiB9B;AAEvB,sCAAsC,GACtC,SAAS+B,aAAaC,GAAuC;QAC7CA,WAINC,YACAA,YAECA,aACIA,iBACAA,iBACHA,cACCA,eAIDA;IAfV,MAAMA,QAAQD,YAAAA,IAAIC,IAAI,cAARD,YAAc,CAAC;IAC7B,OAAO;QACLE,IAAIF,IAAIE,EAAE;QACVC,QAAQ;QACRC,IAAI,GAAEH,aAAAA,KAAKG,IAAI,YAATH,aAAa;QACnBI,IAAI,GAAEJ,aAAAA,KAAKI,IAAI,YAATJ,aAAa;QACnBK,IAAIlB,UAAUa,KAAKM,IAAI;QACvBC,KAAK,GAAEP,cAAAA,KAAKO,KAAK,YAAVP,cAAc;QACrBQ,SAAS,GAAER,kBAAAA,KAAKQ,SAAS,YAAdR,kBAAkB;QAC7BS,SAAS,GAAET,kBAAAA,KAAKS,SAAS,YAAdT,kBAAkB;QAC7BU,MAAM,GAAEV,eAAAA,KAAKU,MAAM,YAAXV,eAAe;QACvBW,OAAO,GAAEX,gBAAAA,KAAKW,OAAO,YAAZX,gBAAgB;QACzBY,iBACE,OAAOZ,KAAKY,eAAe,KAAK,WAAWZ,KAAKY,eAAe,GAAG;QACpEC,WAAW3C,qBAAqB8B,KAAKG,IAAI,EAAEH,KAAKa,SAAS;QACzDC,MAAM,GAAEd,eAAAA,KAAKe,MAAM,YAAXf,eAAe;OACpBf,SAASe;AAEhB;AAEA,MAAMgB,oBAAoB,IAAIC,IAAI;IAChC;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;IACA;CACD;AAeD,SAASC,kBACPd,IAA6B;QAKTA;IAHpB,MAAMe,SAAiC,CAAC;IACxCvB,kBAAkBQ,MAAMY,mBAAmB,YAAYG;IAEvD,MAAMC,OAAOC,QAAOjB,aAAAA,KAAKA,IAAI,YAATA,aAAa,IAC9BkB,IAAI,GACJC,KAAK,CAAC,GAAG5C;IACZ,IAAI,CAACyC,MAAMD,OAAOf,IAAI,GAAG;IACzB,MAAMoB,SAAwB;QAAEpB,MAAMgB;IAAK;IAE3C,MAAMjB,OAAOZ,WAAWa,MAAM,QAAQP,gBAAgBsB;IACtD,IAAIhB,MAAMqB,OAAOrB,IAAI,GAAGA;IAExB,IAAIC,KAAKC,EAAE,KAAKoB,WAAW;QACzB,MAAMC,KAAKpC,gBAAgBc,KAAKC,EAAE;QAClC,IAAIqB,OAAO,MAAMP,OAAOd,EAAE,GAAG;aACxBmB,OAAOlB,IAAI,GAAGoB;IACrB;IAEA,MAAMnB,QAAQb,iBAAiBU,MAAM,SAASxB,eAAeuC;IAC7D,IAAIZ,OAAOiB,OAAOjB,KAAK,GAAGA;IAC1B,KAAK,MAAMoB,SAAS;QAAC;QAAa;QAAa;KAAS,CAAW;QACjE,MAAM1B,KAAKN,UAAUS,MAAMuB,OAAOR;QAClC,IAAIlB,IAAIuB,MAAM,CAACG,MAAM,GAAG1B;IAC1B;IACA,IAAI,CAACuB,OAAOhB,SAAS,IAAI,CAACgB,OAAOf,SAAS,IAAI,CAACe,OAAOd,MAAM,IAAI,CAACS,OAAOX,SAAS,EAAE;QACjFW,OAAOX,SAAS,GAAG;IACrB;IAEA,MAAMG,UAAUjB,iBAAiBU,MAAM,WAAW1B,eAAeyC;IACjE,IAAIR,SAASa,OAAOb,OAAO,GAAGA;IAE9B,IAAIP,KAAKQ,eAAe,KAAKa,aAAarB,KAAKQ,eAAe,KAAK,MAAM;QACvE,IACE,OAAOR,KAAKQ,eAAe,KAAK,YAChC,CAACgB,OAAOC,SAAS,CAACzB,KAAKQ,eAAe,KACtCR,KAAKQ,eAAe,GAAG,GACvB;YACAO,OAAOP,eAAe,GAAG;QAC3B,OAAO;YACLY,OAAOZ,eAAe,GAAGR,KAAKQ,eAAe;QAC/C;IACF;IAEA,yEAAyE;IACzE,IAAIR,KAAKS,SAAS,KAAKY,aAAarB,KAAKS,SAAS,KAAK,MAAM;YAC9CW,cAEG1D;QAFhB,MAAMqC,QAAOqB,eAAAA,OAAOrB,IAAI,YAAXqB,eAAe;QAC5B,MAAMX,YAAY3C,qBAAqBiC,MAAMC,KAAKS,SAAS;QAC3D,MAAMiB,WAAUhE,gCAAAA,uBAAuB,CAACqC,KAAK,YAA7BrC,gCAAiC,EAAE;QACnD,IAAI+C,WAAWW,OAAOX,SAAS,GAAGA;aAC7B;YACHM,OAAON,SAAS,GAAGiB,QAAQC,MAAM,GAC7B,CAAC,gBAAgB,EAAED,QAAQE,IAAI,CAAC,OAAO,GACvC;QACN;IACF;IAEA,OAAOC,OAAOC,IAAI,CAACf,QAAQY,MAAM,GAAG;QAAEZ;IAAO,IAAI;QAAEK;IAAO;AAC5D;AAEA;;;;CAIC,GACD,eAAeW,eAAeC,OAAgB,EAAEC,GAAiB;IAC/D,MAAMjC,OAAO,MAAM5B,aAAa4D;IAChC,MAAME,SAASpB,kBAAkBd;IACjC,IAAI,YAAYkC,QAAQ,OAAOpD,oBAAoBmD,KAAK,YAAYC,OAAOnB,MAAM;IACjF,MAAMoB,OAAO/C,YAAY6C,KAAK,YAAYjC;IAC1C,IAAI,cAAcmC,MAAM,OAAOA,KAAKC,QAAQ;IAC5C,MAAM,CAACC,IAAIC,KAAK,GAAG,MAAMC,QAAQC,GAAG,CAAC;QACnCvD,YAAYgD,KAAK,SAASC,OAAOd,MAAM,CAACjB,KAAK;QAC7CvB,aAAaqD,KAAK;YAChB7B,WAAW8B,OAAOd,MAAM,CAAChB,SAAS;YAClCC,WAAW6B,OAAOd,MAAM,CAACf,SAAS;YAClCC,QAAQ4B,OAAOd,MAAM,CAACd,MAAM;QAC9B;KACD;IACD,MAAMmC,YAAY,aAAKJ,IAAOC;IAC9B,IAAIT,OAAOC,IAAI,C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package/src/lib/server/task-reminders-route.d.ts

@@ -19,8 +19,9 @@
  *
  * The digest beside this route says once a morning what is late and what
  * is due today; nothing said "the 3:00 call is at 3:00". Every hour this
- * reads, per org, the open tasks whose `remindAtMs` has come and tells
- * each one's assignee ONCE — a console notification per task
+ * finds the orgs with an open task whose `remindAtMs` has come
+ * (`orgIdsWithDueReminders`), reads those orgs' tasks and tells each one's
+ * assignee ONCE — a console notification per task
  * (`content.taskReminder`, opening the record the task is for) and one
  * email per member per run listing everything of theirs that fell due.
  * The words and the rule live in `crm-task-reminders.ts`; this file is the
@@ -48,8 +49,8 @@
  * not come back every hour. A reminder is left unstamped only when the run
  * never reached a verdict: the send-rate governor refused, or the org
  * threw. Orgs are swept in id order behind a cursor, as the digest sweeps
- * them, so the workflow's `done:false` loop carries a platform of any
- * size across invocations.
+ * them, so the workflow's `done:false` loop carries any number of them
+ * across invocations.
  *
  * The task query reads the NEWEST reminders that have come due, not the
  * oldest — see `CRM_TASK_REMINDER_CEILING` for why that is what makes a
@@ -70,7 +71,8 @@ export declare const CRM_TASK_REMINDERS_JOB_ID = "crm-task-reminders";
  * More than the digest's twenty-five: an org here costs one task query and,
  * only when something fell due, the roster and the sends. The common hour
  * finds nothing due in most orgs, and a chunk that reads a hundred empty
- * queries finishes well inside `maxDuration = 60`.
+ * queries finishes well inside `maxDuration = 60`, which is what the whole
+ * platform costs on the night `orgIdsWithDueReminders` cannot answer.
  */
 export declare const CRM_TASK_REMINDERS_ORG_CHUNK = 100;
 /**

package/src/lib/server/task-reminders-route.js

@@ -49,8 +49,9 @@ import { composeCrmTaskReminderBody, composeCrmTaskReminderEmailParts, composeCr
  *
  * The digest beside this route says once a morning what is late and what
  * is due today; nothing said "the 3:00 call is at 3:00". Every hour this
- * reads, per org, the open tasks whose `remindAtMs` has come and tells
- * each one's assignee ONCE — a console notification per task
+ * finds the orgs with an open task whose `remindAtMs` has come
+ * (`orgIdsWithDueReminders`), reads those orgs' tasks and tells each one's
+ * assignee ONCE — a console notification per task
  * (`content.taskReminder`, opening the record the task is for) and one
  * email per member per run listing everything of theirs that fell due.
  * The words and the rule live in `crm-task-reminders.ts`; this file is the
@@ -78,8 +79,8 @@ import { composeCrmTaskReminderBody, composeCrmTaskReminderEmailParts, composeCr
  * not come back every hour. A reminder is left unstamped only when the run
  * never reached a verdict: the send-rate governor refused, or the org
  * threw. Orgs are swept in id order behind a cursor, as the digest sweeps
- * them, so the workflow's `done:false` loop carries a platform of any
- * size across invocations.
+ * them, so the workflow's `done:false` loop carries any number of them
+ * across invocations.
  *
  * The task query reads the NEWEST reminders that have come due, not the
  * oldest — see `CRM_TASK_REMINDER_CEILING` for why that is what makes a
@@ -98,13 +99,55 @@ import { composeCrmTaskReminderBody, composeCrmTaskReminderEmailParts, composeCr
  * More than the digest's twenty-five: an org here costs one task query and,
  * only when something fell due, the roster and the sends. The common hour
  * finds nothing due in most orgs, and a chunk that reads a hundred empty
- * queries finishes well inside `maxDuration = 60`.
+ * queries finishes well inside `maxDuration = 60`, which is what the whole
+ * platform costs on the night `orgIdsWithDueReminders` cannot answer.
  */ export const CRM_TASK_REMINDERS_ORG_CHUNK = 100;
+/** Tasks per page of the platform-wide due query. */ const DUE_TASK_PAGE = 500;
 /**
  * The most members per org whose address is chased through the auth pools
  * when their member document carries none — the digest's bound, for the
  * digest's reason: work, not audience.
  */ export const CRM_TASK_REMINDERS_MAX_UID_LOOKUPS = 5;
+/**
+ * THE ORGS WITH A REMINDER OWED, found from the tasks (AGL-4121).
+ *
+ * The sweep used to walk the orgs to find them: every org document read, and
+ * every entitled org's tasks asked, every hour, to learn that nothing had come
+ * due in almost all of them. Asked of the collection group, an hour with
+ * nothing due is one query and no org at all.
+ *
+ * Every page is read, not the newest, and that is what keeps this honest.
+ * `CRM_TASK_REMINDER_CEILING` is safe per org because the newest five hundred
+ * of ONE org begin with what fell due since the last run; across the platform
+ * one busy org's handled reminders could bury a quiet org's first one. This
+ * pays once for the same open tasks the org queries read, projected to what
+ * the rule needs, and `remindOrg` then decides from its own window exactly as
+ * it always has. An org found here with nothing inside that window reports
+ * `nothing-due`, as it did.
+ *
+ * Needs the COLLECTION_GROUP `(status, remindAtMs desc)` index, and the
+ * `crmTasks` entry for it is deployed after the code that first asks: see the
+ * caller for what happens until then.
+ */ async function orgIdsWithDueReminders(firestore, nowMs) {
+    const orgIds = new Set();
+    let after;
+    for(;;){
+        let query = firestore.collectionGroup(CRM_COLLECTIONS.tasks).where('status', '==', 'open').where('remindAtMs', '<=', nowMs).orderBy('remindAtMs', 'desc').select('status', 'remindAtMs', 'reminderSentAtMs').limit(DUE_TASK_PAGE);
+        if (after) query = query.startAfter(after);
+        const page = await query.get();
+        for (const doc of page.docs){
+            const org = doc.ref.parent.parent;
+            if ((org == null ? void 0 : org.parent.id) !== 'orgs') continue;
+            if (crmTaskReminderDue(doc.data(), nowMs)) {
+                orgIds.add(org.id);
+            }
+        }
+        if (page.docs.length < DUE_TASK_PAGE) return [
+            ...orgIds
+        ].sort();
+        after = page.docs[page.docs.length - 1];
+    }
+}
 async function remindOrg(ctx, orgDoc) {
     var _orgDoc_data, _org_slug, _org_name;
     const { firestore, nowMs, timeZone, dryRun } = ctx;
@@ -415,8 +458,6 @@ export async function crmTaskRemindersRoute(request) {
     // nothing due still ran.
     if (method === 'POST') await recordCronBeat(CRM_TASK_REMINDERS_JOB_ID);
     try {
-        var _ref;
-        var _orgDocs_;
         const firestore = firebaseAdmin.app().firestore();
         const nowMs = Date.now();
         const ctx = {
@@ -428,17 +469,43 @@ export async function crmTaskRemindersRoute(request) {
             origin: consoleOrigin()
         };
         // The resumable sweep, in the shape the digest reads orgs (AGL-2220):
-        // ordered by id, `limit + 1` to learn whether there is more, the cursor
-        // validated as an org id before it becomes a reference.
+        // ordered by id, one more than a chunk to learn whether there is more, the
+        // cursor validated as an org id before it becomes a reference.
         const requestedLimit = Number(body == null ? void 0 : body.limit);
         const pageSize = Number.isFinite(requestedLimit) && requestedLimit > 0 ? Math.min(Math.floor(requestedLimit), CRM_TASK_REMINDERS_ORG_CHUNK) : CRM_TASK_REMINDERS_ORG_CHUNK;
         const rawCursor = body == null ? void 0 : body.cursor;
         const cursor = typeof rawCursor === 'string' && rawCursor.length > 0 && !rawCursor.includes('/') ? rawCursor : null;
-        let orgQuery = firestore.collection('orgs').orderBy(firebaseAdmin.firestore.FieldPath.documentId()).limit(pageSize + 1);
-        if (cursor) orgQuery = orgQuery.startAfter(firestore.collection('orgs').doc(cursor));
-        const page = await orgQuery.get();
-        const hasMore = page.docs.length > pageSize;
-        const orgDocs = hasMore ? page.docs.slice(0, pageSize) : page.docs;
+        /*
+     * Only the orgs with something owed. A due query that fails is not an hour
+     * with nothing due, so it never answers for one: it falls back to walking
+     * every org, which needs no collection-group index and is what makes this
+     * safe to ship ahead of the index it uses. Composite indexes deploy in the
+     * promotion's tail, and a reminder must not wait on the order of that tail.
+     */ const withDue = await orgIdsWithDueReminders(firestore, nowMs).catch((error)=>{
+            console.warn('[crm] task reminders: the due query failed, sweeping every org', error);
+            return null;
+        });
+        let orgDocs;
+        let hasMore;
+        /** Where the next chunk starts, whichever way this one was chosen. */ let lastOrgId;
+        if (withDue) {
+            var _chunk_;
+            const ahead = cursor ? withDue.filter((orgId)=>orgId > cursor) : withDue;
+            const chunk = ahead.slice(0, pageSize);
+            hasMore = ahead.length > pageSize;
+            lastOrgId = (_chunk_ = chunk[chunk.length - 1]) != null ? _chunk_ : null;
+            // A task can outlive its org by a moment; there is nobody to tell.
+            orgDocs = chunk.length ? (await firestore.getAll(...chunk.map((orgId)=>firestore.collection('orgs').doc(orgId)))).filter((doc)=>doc.exists) : [];
+        } else {
+            var _ref;
+            var _orgDocs_;
+            let orgQuery = firestore.collection('orgs').orderBy(firebaseAdmin.firestore.FieldPath.documentId()).limit(pageSize + 1);
+            if (cursor) orgQuery = orgQuery.startAfter(firestore.collection('orgs').doc(cursor));
+            const page = await orgQuery.get();
+            hasMore = page.docs.length > pageSize;
+            orgDocs = hasMore ? page.docs.slice(0, pageSize) : page.docs;
+            lastOrgId = (_ref = (_orgDocs_ = orgDocs[orgDocs.length - 1]) == null ? void 0 : _orgDocs_.id) != null ? _ref : null;
+        }
         const orgs = {};
         const failures = {};
         let due = 0;
@@ -481,7 +548,7 @@ export async function crmTaskRemindersRoute(request) {
         } : {}, {
             // A deferred run reports `done: true` — see the module comment —
             // so the workflow's loop does not re-POST into a full window.
-            nextCursor: deferred || !hasMore ? null : (_ref = (_orgDocs_ = orgDocs[orgDocs.length - 1]) == null ? void 0 : _orgDocs_.id) != null ? _ref : null,
+            nextCursor: deferred || !hasMore ? null : lastOrgId,
             done: deferred || !hasMore
         }), // 207: this chunk finished and some org in it needs a person, which is
         // what fails the workflow (its one alerting channel).