@open-mercato/core 0.4.5-develop-0f0e676c72 → 0.4.5-develop-e694581d9f

package/src/modules/customers/components/detail/DealForm.tsx

@@ -20,6 +20,8 @@ export type DealFormBaseValues = {
   title: string
   status?: string | null
   pipelineStage?: string | null
+  pipelineId?: string | null
+  pipelineStageId?: string | null
   valueAmount?: number | null
   valueCurrency?: string | null
   probability?: number | null
@@ -88,6 +90,8 @@ const schema = z.object({
     .trim()
     .max(100, 'customers.people.detail.deals.pipelineTooLong')
     .optional(),
+  pipelineId: z.string().uuid().optional(),
+  pipelineStageId: z.string().uuid().optional(),
   valueAmount: z
     .preprocess((value) => {
       if (value === '' || value === null || value === undefined) return undefined
@@ -441,7 +445,6 @@ export function DealForm({
 
   const dictionaryLabels = React.useMemo(() => ({
     status: createDictionarySelectLabels('deal-statuses', translate),
-    pipeline: createDictionarySelectLabels('pipeline-stages', translate),
   }), [translate])
 
   const resolvedCurrencyError = React.useMemo(() => {
@@ -577,6 +580,51 @@ export function DealForm({
   const disabled = pending || isSubmitting
   const canDelete = mode === 'edit' && typeof onDelete === 'function'
 
+  type PipelineOption = { id: string; name: string; isDefault: boolean }
+  type PipelineStageOption = { id: string; label: string; order: number }
+
+  const [pipelines, setPipelines] = React.useState<PipelineOption[]>([])
+  const [pipelineStages, setPipelineStages] = React.useState<PipelineStageOption[]>([])
+
+  const loadStagesForPipeline = React.useCallback(async (pipelineId: string) => {
+    if (!pipelineId) {
+      setPipelineStages([])
+      return
+    }
+    try {
+      const call = await apiCall<{ items: PipelineStageOption[] }>(`/api/customers/pipeline-stages?pipelineId=${encodeURIComponent(pipelineId)}`)
+      if (call.ok && call.result?.items) {
+        const sorted = [...call.result.items].sort((a, b) => a.order - b.order)
+        setPipelineStages(sorted)
+      }
+    } catch {
+      setPipelineStages([])
+    }
+  }, [])
+
+  React.useEffect(() => {
+    let cancelled = false
+    ;(async () => {
+      try {
+        const call = await apiCall<{ items: PipelineOption[] }>('/api/customers/pipelines')
+        if (cancelled) return
+        if (call.ok && call.result?.items) {
+          setPipelines(call.result.items)
+        }
+      } catch {
+        // ignore
+      }
+    })().catch(() => {})
+    return () => { cancelled = true }
+  }, [])
+
+  React.useEffect(() => {
+    const pid = initialValues?.pipelineId
+    if (typeof pid === 'string' && pid.length) {
+      loadStagesForPipeline(pid).catch(() => {})
+    }
+  }, [initialValues?.pipelineId, loadStagesForPipeline])
+
   const baseFields = React.useMemo<CrudField[]>(() => [
     {
       id: 'title',
@@ -600,18 +648,44 @@ export function DealForm({
       ),
     } as CrudField,
     {
-      id: 'pipelineStage',
+      id: 'pipelineId',
+      label: t('customers.people.detail.deals.fields.pipeline', 'Pipeline'),
+      type: 'custom',
+      layout: 'half',
+      component: ({ value, setValue }) => (
+        <select
+          className="w-full rounded border px-2 py-1.5 text-sm"
+          value={typeof value === 'string' ? value : ''}
+          onChange={(e) => {
+            setValue(e.target.value)
+            loadStagesForPipeline(e.target.value).catch(() => {})
+          }}
+          disabled={disabled}
+        >
+          <option value="">{t('customers.deals.form.pipeline.placeholder', 'Select pipeline…')}</option>
+          {pipelines.map((p) => (
+            <option key={p.id} value={p.id}>{p.name}</option>
+          ))}
+        </select>
+      ),
+    } as CrudField,
+    {
+      id: 'pipelineStageId',
       label: t('customers.people.detail.deals.fields.pipelineStage', 'Pipeline stage'),
       type: 'custom',
       layout: 'half',
       component: ({ value, setValue }) => (
-        <DictionarySelectField
-          kind="pipeline-stages"
-          value={typeof value === 'string' ? value : undefined}
-          onChange={(next) => setValue(next ?? '')}
-          labels={dictionaryLabels.pipeline}
-          selectClassName="w-full"
-        />
+        <select
+          className="w-full rounded border px-2 py-1.5 text-sm"
+          value={typeof value === 'string' ? value : ''}
+          onChange={(e) => setValue(e.target.value)}
+          disabled={disabled || !pipelineStages.length}
+        >
+          <option value="">{t('customers.deals.form.pipelineStage.placeholder', 'Select stage…')}</option>
+          {pipelineStages.map((s) => (
+            <option key={s.id} value={s.id}>{s.label}</option>
+          ))}
+        </select>
       ),
     } as CrudField,
     {
@@ -703,14 +777,14 @@ export function DealForm({
         />
       ),
     } as CrudField,
-  ], [currencyDictionaryLabels, fetchCurrencyOptions, resolvedCurrencyError, dictionaryLabels.pipeline, dictionaryLabels.status, disabled, fetchCompaniesByIds, fetchPeopleByIds, searchCompanies, searchPeople, t])
+  ], [currencyDictionaryLabels, fetchCurrencyOptions, resolvedCurrencyError, pipelines, pipelineStages, loadStagesForPipeline, dictionaryLabels.status, disabled, fetchCompaniesByIds, fetchPeopleByIds, searchCompanies, searchPeople, t])
 
   const groups = React.useMemo<CrudFormGroup[]>(() => [
     {
       id: 'details',
       title: t('customers.people.detail.deals.form.details', 'Deal details'),
       column: 1,
-      fields: ['title', 'status', 'pipelineStage', 'valueAmount', 'valueCurrency', 'probability', 'expectedCloseAt', 'description'],
+      fields: ['title', 'status', 'pipelineId', 'pipelineStageId', 'valueAmount', 'valueCurrency', 'probability', 'expectedCloseAt', 'description'],
     },
     {
       id: 'associations',
@@ -756,6 +830,8 @@ export function DealForm({
       title: initialValues?.title ?? '',
       status: initialValues?.status ?? '',
       pipelineStage: initialValues?.pipelineStage ?? '',
+      pipelineId: initialValues?.pipelineId ?? (typeof (initialValues as Record<string, unknown>)?.pipeline_id === 'string' ? (initialValues as Record<string, unknown>).pipeline_id as string : ''),
+      pipelineStageId: initialValues?.pipelineStageId ?? (typeof (initialValues as Record<string, unknown>)?.pipeline_stage_id === 'string' ? (initialValues as Record<string, unknown>).pipeline_stage_id as string : ''),
       valueAmount: normalizeNumber(initialValues?.valueAmount ?? null),
       valueCurrency: normalizeCurrency(initialValues?.valueCurrency ?? null),
       probability: normalizeNumber(initialValues?.probability ?? null),
@@ -790,6 +866,8 @@ export function DealForm({
           title: parsed.data.title,
           status: parsed.data.status || undefined,
           pipelineStage: parsed.data.pipelineStage || undefined,
+          pipelineId: parsed.data.pipelineId || undefined,
+          pipelineStageId: parsed.data.pipelineStageId || undefined,
           valueAmount:
             typeof parsed.data.valueAmount === 'number' ? parsed.data.valueAmount : undefined,
           valueCurrency: parsed.data.valueCurrency || undefined,

package/src/modules/customers/data/entities.ts

@@ -278,6 +278,12 @@ export class CustomerDeal {
   @Property({ name: 'pipeline_stage', type: 'text', nullable: true })
   pipelineStage?: string | null
 
+  @Property({ name: 'pipeline_id', type: 'uuid', nullable: true })
+  pipelineId?: string | null
+
+  @Property({ name: 'pipeline_stage_id', type: 'uuid', nullable: true })
+  pipelineStageId?: string | null
+
   @Property({ name: 'value_amount', type: 'numeric', precision: 14, scale: 2, nullable: true })
   valueAmount?: string | null
 
@@ -646,6 +652,64 @@ export class CustomerDictionaryEntry {
   updatedAt: Date = new Date()
 }
 
+@Entity({ tableName: 'customer_pipelines' })
+@Index({ name: 'customer_pipelines_org_tenant_idx', properties: ['organizationId', 'tenantId'] })
+export class CustomerPipeline {
+  [OptionalProps]?: 'isDefault' | 'createdAt' | 'updatedAt'
+
+  @PrimaryKey({ type: 'uuid', defaultRaw: 'gen_random_uuid()' })
+  id!: string
+
+  @Property({ name: 'organization_id', type: 'uuid' })
+  organizationId!: string
+
+  @Property({ name: 'tenant_id', type: 'uuid' })
+  tenantId!: string
+
+  @Property({ type: 'text' })
+  name!: string
+
+  @Property({ name: 'is_default', type: 'boolean', default: false })
+  isDefault: boolean = false
+
+  @Property({ name: 'created_at', type: Date, onCreate: () => new Date() })
+  createdAt: Date = new Date()
+
+  @Property({ name: 'updated_at', type: Date, onUpdate: () => new Date() })
+  updatedAt: Date = new Date()
+}
+
+@Entity({ tableName: 'customer_pipeline_stages' })
+@Index({ name: 'customer_pipeline_stages_pipeline_position_idx', properties: ['pipelineId', 'order'] })
+@Index({ name: 'customer_pipeline_stages_org_tenant_idx', properties: ['organizationId', 'tenantId'] })
+export class CustomerPipelineStage {
+  [OptionalProps]?: 'order' | 'createdAt' | 'updatedAt'
+
+  @PrimaryKey({ type: 'uuid', defaultRaw: 'gen_random_uuid()' })
+  id!: string
+
+  @Property({ name: 'organization_id', type: 'uuid' })
+  organizationId!: string
+
+  @Property({ name: 'tenant_id', type: 'uuid' })
+  tenantId!: string
+
+  @Property({ name: 'pipeline_id', type: 'uuid' })
+  pipelineId!: string
+
+  @Property({ name: 'name', type: 'text' })
+  label!: string
+
+  @Property({ name: 'position', type: 'int', default: 0 })
+  order: number = 0
+
+  @Property({ name: 'created_at', type: Date, onCreate: () => new Date() })
+  createdAt: Date = new Date()
+
+  @Property({ name: 'updated_at', type: Date, onUpdate: () => new Date() })
+  updatedAt: Date = new Date()
+}
+
 @Entity({ tableName: 'customer_todo_links' })
 @Index({ name: 'customer_todo_links_entity_idx', properties: ['entity'] })
 @Index({ name: 'customer_todo_links_entity_created_idx', properties: ['entity', 'createdAt'] })

package/src/modules/customers/data/validators.ts

@@ -105,6 +105,8 @@ export const dealCreateSchema = scopedSchema.extend({
   description: z.string().max(4000).optional(),
   status: z.string().max(50).optional(),
   pipelineStage: z.string().max(100).optional(),
+  pipelineId: uuid().optional(),
+  pipelineStageId: uuid().optional(),
   valueAmount: z.coerce.number().min(0).optional(),
   valueCurrency: z.string().min(3).max(3).optional(),
   probability: z.number().min(0).max(100).optional(),
@@ -313,3 +315,58 @@ export type TodoLinkCreateInput = z.infer<typeof todoLinkCreateSchema>
 export type TodoLinkWithTodoCreateInput = z.infer<typeof todoLinkWithTodoCreateSchema>
 export type CustomerSettingsUpsertInput = z.infer<typeof customerSettingsUpsertSchema>
 export type CustomerAddressFormatInput = z.infer<typeof customerAddressFormatSchema>
+
+// --- Pipeline schemas ---
+
+export const pipelineCreateSchema = scopedSchema.extend({
+  name: z.string().trim().min(1).max(200),
+  isDefault: z.boolean().optional(),
+})
+
+export const pipelineUpdateSchema = z.object({
+  id: uuid(),
+  name: z.string().trim().min(1).max(200).optional(),
+  isDefault: z.boolean().optional(),
+})
+
+export const pipelineDeleteSchema = z.object({
+  id: uuid(),
+})
+
+export type PipelineCreateInput = z.infer<typeof pipelineCreateSchema>
+export type PipelineUpdateInput = z.infer<typeof pipelineUpdateSchema>
+export type PipelineDeleteInput = z.infer<typeof pipelineDeleteSchema>
+
+// --- Pipeline Stage schemas ---
+
+export const pipelineStageCreateSchema = scopedSchema.extend({
+  pipelineId: uuid(),
+  label: z.string().trim().min(1).max(200),
+  order: z.number().int().min(0).optional(),
+  color: z.string().trim().max(20).optional(),
+  icon: z.string().trim().max(100).optional(),
+})
+
+export const pipelineStageUpdateSchema = z.object({
+  id: uuid(),
+  label: z.string().trim().min(1).max(200).optional(),
+  order: z.number().int().min(0).optional(),
+  color: z.string().trim().max(20).optional(),
+  icon: z.string().trim().max(100).optional(),
+})
+
+export const pipelineStageDeleteSchema = z.object({
+  id: uuid(),
+})
+
+export const pipelineStageReorderSchema = scopedSchema.extend({
+  stages: z.array(z.object({
+    id: uuid(),
+    order: z.number().int().min(0),
+  })).min(1),
+})
+
+export type PipelineStageCreateInput = z.infer<typeof pipelineStageCreateSchema>
+export type PipelineStageUpdateInput = z.infer<typeof pipelineStageUpdateSchema>
+export type PipelineStageDeleteInput = z.infer<typeof pipelineStageDeleteSchema>
+export type PipelineStageReorderInput = z.infer<typeof pipelineStageReorderSchema>

package/src/modules/customers/i18n/de.json

@@ -393,6 +393,7 @@
   "customers.deals.list.columns.companies": "Unternehmen",
   "customers.deals.list.columns.expectedClose": "Voraussichtlicher Abschluss",
   "customers.deals.list.columns.people": "Personen",
+  "customers.deals.list.columns.pipeline": "Pipeline",
   "customers.deals.list.columns.pipelineStage": "Pipeline-Stufe",
   "customers.deals.list.columns.probability": "Wahrscheinlichkeit",
   "customers.deals.list.columns.status": "Status",
@@ -421,9 +422,11 @@
   "customers.deals.pipeline.emptyLane": "Keine Deals in dieser Phase.",
   "customers.deals.pipeline.limitNotice": "Es werden die ersten {count} Deals angezeigt. Verwende Filter, um mehr zu sehen.",
   "customers.deals.pipeline.loadError": "Deals konnten nicht geladen werden.",
+  "customers.deals.pipeline.manageStages": "Etappen verwalten",
   "customers.deals.pipeline.moveError": "Pipeline-Phase konnte nicht aktualisiert werden.",
   "customers.deals.pipeline.moveSuccess": "Deal aktualisiert.",
   "customers.deals.pipeline.noExpectedClose": "Kein Datum",
+  "customers.deals.pipeline.noPipeline": "Keine Pipeline ausgewählt. Erstelle eine Pipeline in den Einstellungen.",
   "customers.deals.pipeline.noProbability": "k. A.",
   "customers.deals.pipeline.noStages": "Definiere Pipeline-Phasen, um mit dem Tracking zu beginnen.",
   "customers.deals.pipeline.sort.createdAt": "Erstellt (neueste zuerst)",
@@ -431,6 +434,7 @@
   "customers.deals.pipeline.sort.label": "Sortieren nach",
   "customers.deals.pipeline.sort.probability": "Wahrscheinlichkeit (absteigend)",
   "customers.deals.pipeline.subtitle": "Verfolge Deals nach Pipeline-Phase und ziehe sie zwischen den Spalten, um den Fortschritt zu aktualisieren.",
+  "customers.deals.pipeline.switch.label": "Pipeline",
   "customers.deals.pipeline.title": "Sales-Pipeline",
   "customers.deals.pipeline.unassigned": "Keine Phase",
   "customers.deals.pipeline.unassignedDisabled": "Verschieben nach \"Keine Phase\" wird nicht unterstützt.",

package/src/modules/customers/i18n/en.json

@@ -393,6 +393,7 @@
   "customers.deals.list.columns.companies": "Companies",
   "customers.deals.list.columns.expectedClose": "Expected close",
   "customers.deals.list.columns.people": "People",
+  "customers.deals.list.columns.pipeline": "Pipeline",
   "customers.deals.list.columns.pipelineStage": "Pipeline stage",
   "customers.deals.list.columns.probability": "Probability",
   "customers.deals.list.columns.status": "Status",
@@ -421,9 +422,11 @@
   "customers.deals.pipeline.emptyLane": "No deals in this stage yet.",
   "customers.deals.pipeline.limitNotice": "Showing the first {count} deals. Refine your filters to see more.",
   "customers.deals.pipeline.loadError": "Failed to load deals.",
+  "customers.deals.pipeline.manageStages": "Manage stages",
   "customers.deals.pipeline.moveError": "Failed to update deal stage.",
   "customers.deals.pipeline.moveSuccess": "Deal updated.",
   "customers.deals.pipeline.noExpectedClose": "No date",
+  "customers.deals.pipeline.noPipeline": "No pipeline selected. Create a pipeline in settings.",
   "customers.deals.pipeline.noProbability": "N/A",
   "customers.deals.pipeline.noStages": "Define pipeline stages to start tracking deals.",
   "customers.deals.pipeline.sort.createdAt": "Created (newest first)",
@@ -431,6 +434,7 @@
   "customers.deals.pipeline.sort.label": "Sort by",
   "customers.deals.pipeline.sort.probability": "Probability (high to low)",
   "customers.deals.pipeline.subtitle": "Track deals by pipeline stage and drag them between lanes to update progress.",
+  "customers.deals.pipeline.switch.label": "Pipeline",
   "customers.deals.pipeline.title": "Sales Pipeline",
   "customers.deals.pipeline.unassigned": "No stage",
   "customers.deals.pipeline.unassignedDisabled": "Moving to \"No stage\" is not supported.",

package/src/modules/customers/i18n/es.json

@@ -393,6 +393,7 @@
   "customers.deals.list.columns.companies": "Empresas",
   "customers.deals.list.columns.expectedClose": "Cierre esperado",
   "customers.deals.list.columns.people": "Personas",
+  "customers.deals.list.columns.pipeline": "Embudo de ventas",
   "customers.deals.list.columns.pipelineStage": "Etapa del embudo",
   "customers.deals.list.columns.probability": "Probabilidad",
   "customers.deals.list.columns.status": "Estado",
@@ -421,9 +422,11 @@
   "customers.deals.pipeline.emptyLane": "No hay oportunidades en esta etapa.",
   "customers.deals.pipeline.limitNotice": "Se muestran las primeras {count} oportunidades. Ajusta los filtros para ver más.",
   "customers.deals.pipeline.loadError": "No se pudieron cargar las oportunidades.",
+  "customers.deals.pipeline.manageStages": "Gestionar etapas",
   "customers.deals.pipeline.moveError": "No se pudo actualizar la etapa del pipeline.",
   "customers.deals.pipeline.moveSuccess": "Oportunidad actualizada.",
   "customers.deals.pipeline.noExpectedClose": "Sin fecha",
+  "customers.deals.pipeline.noPipeline": "No se seleccionó un pipeline. Crea uno en la configuración.",
   "customers.deals.pipeline.noProbability": "N/D",
   "customers.deals.pipeline.noStages": "Define las etapas del pipeline para comenzar a seguir las oportunidades.",
   "customers.deals.pipeline.sort.createdAt": "Creada (más recientes primero)",
@@ -431,6 +434,7 @@
   "customers.deals.pipeline.sort.label": "Ordenar por",
   "customers.deals.pipeline.sort.probability": "Probabilidad (de mayor a menor)",
   "customers.deals.pipeline.subtitle": "Sigue las oportunidades por etapa del pipeline y arrástralas entre columnas para actualizar su progreso.",
+  "customers.deals.pipeline.switch.label": "Pipeline",
   "customers.deals.pipeline.title": "Pipeline de ventas",
   "customers.deals.pipeline.unassigned": "Sin etapa",
   "customers.deals.pipeline.unassignedDisabled": "Mover a \"Sin etapa\" no está disponible.",

package/src/modules/customers/i18n/pl.json

@@ -381,7 +381,7 @@
   "customers.deals.form.people.loading": "Wyszukiwanie osób…",
   "customers.deals.form.people.noResults": "Brak osób spełniających kryteria.",
   "customers.deals.form.people.searchPlaceholder": "Szukaj osób…",
-  "customers.deals.form.pipeline.placeholder": "Wybierz etap lejka",
+  "customers.deals.form.pipeline.placeholder": "Wybierz lejek…",
   "customers.deals.form.status.placeholder": "Wybierz status szansy",
   "customers.deals.list.actions.delete": "Usuń",
   "customers.deals.list.actions.deleting": "Usuwanie…",
@@ -393,6 +393,7 @@
   "customers.deals.list.columns.companies": "Firmy",
   "customers.deals.list.columns.expectedClose": "Planowana finalizacja",
   "customers.deals.list.columns.people": "Osoby",
+  "customers.deals.list.columns.pipeline": "Lejek sprzedażowy",
   "customers.deals.list.columns.pipelineStage": "Etap lejka",
   "customers.deals.list.columns.probability": "Prawdopodobieństwo",
   "customers.deals.list.columns.status": "Status",
@@ -421,9 +422,11 @@
   "customers.deals.pipeline.emptyLane": "Brak szans na tym etapie.",
   "customers.deals.pipeline.limitNotice": "Wyświetlamy pierwsze {count} szans. Zawęź filtr, aby zobaczyć więcej.",
   "customers.deals.pipeline.loadError": "Nie udało się wczytać szans.",
+  "customers.deals.pipeline.manageStages": "Zarządzaj etapami",
   "customers.deals.pipeline.moveError": "Nie udało się zaktualizować etapu szansy.",
   "customers.deals.pipeline.moveSuccess": "Zapisano etap szansy.",
   "customers.deals.pipeline.noExpectedClose": "Brak daty",
+  "customers.deals.pipeline.noPipeline": "Nie wybrano lejka. Utwórz lejek w ustawieniach.",
   "customers.deals.pipeline.noProbability": "brak",
   "customers.deals.pipeline.noStages": "Zdefiniuj etapy lejka sprzedażowego, aby zacząć śledzić szanse.",
   "customers.deals.pipeline.sort.createdAt": "Utworzone (najnowsze na górze)",
@@ -431,6 +434,7 @@
   "customers.deals.pipeline.sort.label": "Sortuj według",
   "customers.deals.pipeline.sort.probability": "Prawdopodobieństwo (malejąco)",
   "customers.deals.pipeline.subtitle": "Monitoruj szanse według etapu lejka i przeciągaj je między kolumnami, aby aktualizować postęp.",
+  "customers.deals.pipeline.switch.label": "Lejek",
   "customers.deals.pipeline.title": "Lejek sprzedaży",
   "customers.deals.pipeline.unassigned": "Brak etapu",
   "customers.deals.pipeline.unassignedDisabled": "Przenoszenie do sekcji \"Brak etapu\" nie jest obsługiwane.",

package/src/modules/customers/migrations/Migration20260218191730.ts

@@ -0,0 +1,84 @@
+import { Migration } from '@mikro-orm/migrations';
+
+export class Migration20260218191730 extends Migration {
+
+  override async up(): Promise<void> {
+    this.addSql(`create table if not exists "customer_pipelines" ("id" uuid not null default gen_random_uuid(), "organization_id" uuid not null, "tenant_id" uuid not null, "name" text not null, "is_default" boolean not null default false, "created_at" timestamptz not null, "updated_at" timestamptz not null, constraint "customer_pipelines_pkey" primary key ("id"));`);
+    this.addSql(`create index if not exists "customer_pipelines_org_tenant_idx" on "customer_pipelines" ("organization_id", "tenant_id");`);
+
+    this.addSql(`create table if not exists "customer_pipeline_stages" ("id" uuid not null default gen_random_uuid(), "organization_id" uuid not null, "tenant_id" uuid not null, "pipeline_id" uuid not null, "name" text not null, "position" int not null default 0, "created_at" timestamptz not null, "updated_at" timestamptz not null, constraint "customer_pipeline_stages_pkey" primary key ("id"));`);
+
+    // Rename columns from duplicate migration if they exist (label→name, stage_order→position)
+    this.addSql(`DO $$ BEGIN ALTER TABLE "customer_pipeline_stages" RENAME COLUMN "label" TO "name"; EXCEPTION WHEN undefined_column THEN NULL; END $$;`);
+    this.addSql(`DO $$ BEGIN ALTER TABLE "customer_pipeline_stages" RENAME COLUMN "stage_order" TO "position"; EXCEPTION WHEN undefined_column THEN NULL; END $$;`);
+
+    this.addSql(`create index if not exists "customer_pipeline_stages_pipeline_position_idx" on "customer_pipeline_stages" ("pipeline_id", "position");`);
+    this.addSql(`create index if not exists "customer_pipeline_stages_org_tenant_idx" on "customer_pipeline_stages" ("organization_id", "tenant_id");`);
+
+    this.addSql(`DO $$ BEGIN ALTER TABLE "customer_deals" ADD COLUMN "pipeline_id" uuid null; EXCEPTION WHEN duplicate_column THEN NULL; END $$;`);
+    this.addSql(`DO $$ BEGIN ALTER TABLE "customer_deals" ADD COLUMN "pipeline_stage_id" uuid null; EXCEPTION WHEN duplicate_column THEN NULL; END $$;`);
+
+    // Data migration: backfill existing deals from legacy pipeline_stage (text) → pipeline_id + pipeline_stage_id
+    this.addSql(`
+      DO $$
+      DECLARE
+        r             RECORD;
+        v_pipeline_id UUID;
+        v_stage_id    UUID;
+        v_pos         INT;
+        stage_values  TEXT[] := ARRAY[
+          'opportunity','marketing_qualified_lead','sales_qualified_lead',
+          'offering','negotiations','win','loose','stalled'
+        ];
+        stage_labels  TEXT[] := ARRAY[
+          'Opportunity','Marketing Qualified Lead','Sales Qualified Lead',
+          'Offering','Negotiations','Win','Loose','Stalled'
+        ];
+      BEGIN
+        FOR r IN (
+          SELECT DISTINCT organization_id, tenant_id FROM customer_deals
+          WHERE pipeline_stage IS NOT NULL AND pipeline_stage <> '' AND pipeline_id IS NULL
+        ) LOOP
+          SELECT id INTO v_pipeline_id FROM customer_pipelines
+          WHERE organization_id = r.organization_id AND tenant_id = r.tenant_id AND is_default = true LIMIT 1;
+
+          IF v_pipeline_id IS NULL THEN
+            INSERT INTO customer_pipelines (id, organization_id, tenant_id, name, is_default, created_at, updated_at)
+            VALUES (gen_random_uuid(), r.organization_id, r.tenant_id, 'Default Pipeline', true, now(), now())
+            RETURNING id INTO v_pipeline_id;
+          END IF;
+
+          IF NOT EXISTS (SELECT 1 FROM customer_pipeline_stages WHERE pipeline_id = v_pipeline_id) THEN
+            FOR v_pos IN 1..array_length(stage_labels, 1) LOOP
+              INSERT INTO customer_pipeline_stages (id, organization_id, tenant_id, pipeline_id, name, position, created_at, updated_at)
+              VALUES (gen_random_uuid(), r.organization_id, r.tenant_id, v_pipeline_id, stage_labels[v_pos], v_pos - 1, now(), now());
+            END LOOP;
+          END IF;
+
+          FOR v_pos IN 1..array_length(stage_values, 1) LOOP
+            SELECT id INTO v_stage_id FROM customer_pipeline_stages
+            WHERE pipeline_id = v_pipeline_id AND name = stage_labels[v_pos] LIMIT 1;
+            IF v_stage_id IS NOT NULL THEN
+              UPDATE customer_deals
+              SET pipeline_id = v_pipeline_id, pipeline_stage_id = v_stage_id
+              WHERE organization_id = r.organization_id AND tenant_id = r.tenant_id
+                AND pipeline_id IS NULL
+                AND pipeline_stage IN (stage_values[v_pos], stage_labels[v_pos]);
+            END IF;
+          END LOOP;
+
+          -- deals with unknown stage value: assign to pipeline, stage stays NULL
+          UPDATE customer_deals SET pipeline_id = v_pipeline_id
+          WHERE organization_id = r.organization_id AND tenant_id = r.tenant_id AND pipeline_id IS NULL;
+        END LOOP;
+      END $$;
+    `);
+  }
+
+  override async down(): Promise<void> {
+    this.addSql(`alter table "customer_deals" drop column "pipeline_id", drop column "pipeline_stage_id";`);
+    this.addSql(`drop table if exists "customer_pipeline_stages";`);
+    this.addSql(`drop table if exists "customer_pipelines";`);
+  }
+
+}

package/src/modules/customers/setup.ts

@@ -1,11 +1,12 @@
 import type { ModuleSetupConfig } from '@open-mercato/shared/modules/setup'
-import { seedCustomerDictionaries, seedCurrencyDictionary, seedCustomerExamples } from './cli'
+import { seedCustomerDictionaries, seedCurrencyDictionary, seedCustomerExamples, seedDefaultPipeline } from './cli'
 
 export const setup: ModuleSetupConfig = {
   seedDefaults: async (ctx) => {
     const scope = { tenantId: ctx.tenantId, organizationId: ctx.organizationId }
     await seedCustomerDictionaries(ctx.em, scope)
     await seedCurrencyDictionary(ctx.em, scope)
+    await seedDefaultPipeline(ctx.em, scope)
   },
 
   seedExamples: async (ctx) => {
@@ -22,6 +23,8 @@ export const setup: ModuleSetupConfig = {
       'customers.companies.manage',
       'customers.deals.view',
       'customers.deals.manage',
+      'customers.pipelines.view',
+      'customers.pipelines.manage',
     ],
     employee: [
       'customers.*',
@@ -29,6 +32,7 @@ export const setup: ModuleSetupConfig = {
       'customers.people.manage',
       'customers.companies.view',
       'customers.companies.manage',
+      'customers.pipelines.view',
     ],
   },
 }