npm - @open-mercato/core - Versions diffs - 0.6.5-develop.5337.1.534b781eac → 0.6.5 - Mend

@open-mercato/core 0.6.5-develop.5337.1.534b781eac → 0.6.5

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package/dist/modules/customers/api/deals/summary/route.js.map ADDED Viewed

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../../../src/modules/customers/api/deals/summary/route.ts"],
+  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager as CoreEntityManager } from '@mikro-orm/core'\nimport type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'\nimport { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'\nimport type { ExchangeRateService, RateResult } from '@open-mercato/core/modules/currencies/services/exchangeRateService'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { fetchStuckDealIds } from '../../../lib/stuckDeals'\nimport {\n  computeDelta,\n  convertSumsToBase,\n  getPreviousQuarterWindow,\n  getQuarterWindow,\n  getTrailingMonths,\n  type CurrencySum,\n  type Delta,\n} from '../../../lib/dealsMetrics'\n\nexport const metadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },\n}\n\nconst OPEN_STATUSES = ['open', 'in_progress'] as const\nconst TRAILING_MONTHS = 6\nconst TOP_OWNERS = 5\n\nconst deltaSchema = z.object({\n  value: z.number(),\n  direction: z.enum(['up', 'down', 'unchanged']),\n})\n\nconst stageBreakdownSchema = z.object({\n  stage: z.string().nullable(),\n  count: z.number(),\n  value: z.number(),\n})\n\nconst ownerCountSchema = z.object({\n  id: z.string(),\n  count: z.number(),\n})\n\nconst winRatePointSchema = z.object({\n  period: z.string(),\n  rate: z.number(),\n})\n\nconst summaryResponseSchema = z.object({\n  baseCurrencyCode: z.string().nullable(),\n  convertedAll: z.boolean(),\n  missingRateCurrencies: z.array(z.string()),\n  pipelineValue: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    stages: z.array(stageBreakdownSchema),\n  }),\n  activeDeals: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    ownersCount: z.number(),\n    needAttention: z.number(),\n    owners: z.array(ownerCountSchema),\n    ownersOverflow: z.number(),\n  }),\n  wonThisQuarter: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    dealsClosed: z.number(),\n    avgDeal: z.number(),\n  }),\n  winRate: z.object({\n    value: z.number(),\n    deltaPp: z.number(),\n    direction: z.enum(['up', 'down', 'unchanged']),\n    previousValue: z.number(),\n    series: z.array(winRatePointSchema),\n  }),\n})\n\nexport type DealsSummaryResponse = z.infer<typeof summaryResponseSchema>\n\nconst summaryErrorSchema = z.object({\n  error: z.string(),\n})\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  summary: 'Deals KPI summary',\n  methods: {\n    GET: {\n      summary: 'Pipeline KPI metrics with period-over-period deltas for the deals list',\n      description:\n        'Returns the four list-level KPI cards (pipeline value, active deals, won this quarter, win rate) with quarter-over-quarter deltas, per-stage open-pipeline breakdown, top owners, and a 6-month win-rate series. Values are converted to the tenant base currency where rates are available; partial conversions are disclosed via convertedAll/missingRateCurrencies.',\n      responses: [\n        { status: 200, description: 'Deals KPI summary payload', schema: summaryResponseSchema },\n      ],\n      errors: [\n        { status: 401, description: 'Unauthorized', schema: summaryErrorSchema },\n      ],\n    },\n  },\n}\n\ntype OpenPipelineRow = {\n  stage: string | null\n  currency: string | null\n  total: string | number | null\n  count: string | number\n  owner_user_id: string | null\n}\n\ntype WindowSumRow = {\n  currency: string | null\n  current_total: string | number | null\n  current_count: string | number\n  previous_total: string | number | null\n  previous_count: string | number\n}\n\ntype WinLossRow = {\n  current_won: string | number\n  current_lost: string | number\n  previous_won: string | number\n  previous_lost: string | number\n}\n\ntype WinRateMonthRow = {\n  period: string\n  won: string | number\n  lost: string | number\n}\n\ntype OwnerCountRow = {\n  owner_user_id: string | null\n  count: string | number\n}\n\nfunction toNumber(value: string | number | null | undefined): number {\n  const parsed = Number(value ?? 0)\n  return Number.isFinite(parsed) ? parsed : 0\n}\n\nfunction winRate(won: number, lost: number): number {\n  const denom = won + lost\n  if (denom <= 0) return 0\n  return Math.round((100 * won) / denom)\n}\n\nfunction sumsByCurrency(entries: Array<{ currency: string | null; total: number }>): CurrencySum[] {\n  const byCurrency = new Map<string, number>()\n  for (const entry of entries) {\n    const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n    if (!currency) continue\n    byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total)\n  }\n  return Array.from(byCurrency.entries()).map(([currency, total]) => ({ currency, total }))\n}\n\nexport async function GET(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth?.tenantId || !auth.orgId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  const container = await createRequestContainer()\n  const em = container.resolve<CoreEntityManager>('em')\n\n  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n  const effectiveTenantId = scope.tenantId ?? auth.tenantId\n  const orgFilterIds = Array.isArray(scope.filterIds) && scope.filterIds.length > 0\n    ? scope.filterIds.filter((id) => typeof id === 'string' && id.length > 0)\n    : auth.orgId\n      ? [auth.orgId]\n      : []\n  if (!effectiveTenantId || orgFilterIds.length === 0) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  const today = new Date()\n  const currentQuarter = getQuarterWindow(today)\n  const previousQuarter = getPreviousQuarterWindow(today)\n  const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS)\n  const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start\n\n  const connection = em.getConnection()\n\n  const baseCurrency: Array<{ code: string }> = await connection.execute<Array<{ code: string }>>(\n    `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,\n    [effectiveTenantId, orgFilterIds[0]],\n  )\n  const baseCurrencyCode = baseCurrency[0]?.code ?? null\n\n  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')\n  const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`\n  const scopeValues: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]\n  const openPlaceholders = OPEN_STATUSES.map(() => '?').join(',')\n\n  // 1) Open pipeline: per (stage, currency) sums + open-deal owner per row, so we can\n  //    derive pipeline value (per stage + converted total) and the open owner set in one pass.\n  const openRows: OpenPipelineRow[] = await connection.execute<OpenPipelineRow[]>(\n    `SELECT\n        pipeline_stage AS stage,\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount), 0) AS total,\n        COUNT(*) AS count,\n        owner_user_id\n      FROM customer_deals\n      WHERE ${scopeWhere} AND status IN (${openPlaceholders})\n      GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,\n    [...scopeValues, ...OPEN_STATUSES],\n  )\n\n  // 2) Open-deal value created in the current vs previous quarter (pipeline inflow delta).\n  const inflowRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(\n    `SELECT\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,\n        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,\n        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,\n        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count\n      FROM customer_deals\n      WHERE ${scopeWhere} AND status IN (${openPlaceholders})\n      GROUP BY UPPER(COALESCE(value_currency, ''))`,\n    [\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      ...scopeValues, ...OPEN_STATUSES,\n    ],\n  )\n\n  // 3) Won value per currency for the current vs previous quarter (updated_at in window).\n  const wonRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(\n    `SELECT\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,\n        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,\n        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,\n        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count\n      FROM customer_deals\n      WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')\n      GROUP BY UPPER(COALESCE(value_currency, ''))`,\n    [\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      ...scopeValues,\n    ],\n  )\n\n  // 4) Win/lost counts for the current vs previous quarter (win rate + delta-pp).\n  const winLossRows: WinLossRow[] = await connection.execute<WinLossRow[]>(\n    `SELECT\n        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,\n        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,\n        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,\n        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost\n      FROM customer_deals\n      WHERE ${scopeWhere}`,\n    [\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      ...scopeValues,\n    ],\n  )\n\n  // 5) Win-rate series over the trailing months (won/lost grouped by updated_at month).\n  const seriesRows: WinRateMonthRow[] = await connection.execute<WinRateMonthRow[]>(\n    `SELECT\n        to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,\n        COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,\n        COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost\n      FROM customer_deals\n      WHERE ${scopeWhere} AND updated_at >= ?\n      GROUP BY 1`,\n    [...scopeValues, seriesStart.toISOString()],\n  )\n\n  // Overdue open deals (id set) + stuck deals (id set) \u2192 union count for \"need attention\".\n  const overdueRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals\n      WHERE ${scopeWhere} AND status = 'open' AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,\n    [...scopeValues],\n  )\n  // `fetchStuckDealIds` is single-org; run it for every org in scope so multi-org callers don't\n  // undercount stuck deals (the aggregates above already span every org in `orgFilterIds`).\n  const stuckIdLists = await Promise.all(\n    orgFilterIds.map((orgId) =>\n      fetchStuckDealIds(em as unknown as PgEntityManager, orgId, effectiveTenantId)),\n  )\n  const stuckIdSet = new Set<string>()\n  for (const list of stuckIdLists) for (const id of list) stuckIdSet.add(id)\n\n  // The stuck-deal query does not filter status, so a stuck id can be a won/lost/closed deal.\n  // \"Need attention\" is an active-deal metric \u2014 intersect with the open (OPEN_STATUSES) set so\n  // terminal deals never inflate the count.\n  let openStuckIds: string[] = []\n  if (stuckIdSet.size > 0) {\n    const stuckIdValues = Array.from(stuckIdSet)\n    const stuckPlaceholders = stuckIdValues.map(() => '?').join(',')\n    const openStuckRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(\n      `SELECT id FROM customer_deals\n        WHERE ${scopeWhere} AND status IN (${openPlaceholders}) AND id IN (${stuckPlaceholders})`,\n      [...scopeValues, ...OPEN_STATUSES, ...stuckIdValues],\n    )\n    openStuckIds = openStuckRows.map((row) => row.id)\n  }\n\n  const attentionIds = new Set<string>()\n  for (const row of overdueRows) attentionIds.add(row.id)\n  for (const id of openStuckIds) attentionIds.add(id)\n\n  // Reduce open rows: per-stage sums, distinct owners, owner counts, and a flat\n  // per-currency list for the converted pipeline total.\n  const stageMap = new Map<string, { stage: string | null; count: number; byCurrency: CurrencySum[] }>()\n  const openOwnerCounts = new Map<string, number>()\n  const openSums: Array<{ currency: string | null; total: number }> = []\n  for (const row of openRows) {\n    const stageKey = row.stage ?? '__null__'\n    const total = toNumber(row.total)\n    const count = toNumber(row.count)\n    const currency = (row.currency ?? '').toString().trim().toUpperCase()\n    if (!stageMap.has(stageKey)) {\n      stageMap.set(stageKey, { stage: row.stage ?? null, count: 0, byCurrency: [] })\n    }\n    const stageAgg = stageMap.get(stageKey)!\n    stageAgg.count += count\n    if (currency) stageAgg.byCurrency.push({ currency, total })\n    openSums.push({ currency, total })\n    if (row.owner_user_id) {\n      openOwnerCounts.set(row.owner_user_id, (openOwnerCounts.get(row.owner_user_id) ?? 0) + count)\n    }\n  }\n\n  // Collect every distinct non-base currency across all metrics and fetch rates ONCE.\n  const distinctCurrencies = new Set<string>()\n  const collect = (entries: Array<{ currency: string | null }>) => {\n    for (const entry of entries) {\n      const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n      if (currency && currency !== baseCurrencyCode) distinctCurrencies.add(currency)\n    }\n  }\n  collect(openSums)\n  collect(inflowRows)\n  collect(wonRows)\n\n  let rates = new Map<string, RateResult>()\n  if (baseCurrencyCode && distinctCurrencies.size > 0) {\n    const exchange = container.resolve('exchangeRateService') as ExchangeRateService | undefined\n    if (exchange) {\n      const pairs = Array.from(distinctCurrencies).map((code) => ({\n        fromCurrencyCode: code,\n        toCurrencyCode: baseCurrencyCode,\n      }))\n      try {\n        rates = await exchange.getRates({\n          pairs,\n          date: today,\n          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },\n          options: { maxDaysBack: 60, autoFetch: false },\n        })\n      } catch (err) {\n        console.warn('[customers.deals.summary] exchange-rate lookup failed; falling back to per-currency totals', err)\n      }\n    }\n  }\n\n  const missingRateCurrencies = new Set<string>()\n  const trackMissing = (missing: string[]) => {\n    for (const code of missing) missingRateCurrencies.add(code)\n  }\n  let convertedAll = true\n\n  // Degraded path: when there is no base currency, fall back to the dominant currency's\n  // raw sum so the cards still show a number (mirrors the aggregate route's disclosure).\n  const dominantCurrencyTotal = (entries: Array<{ currency: string | null; total: number }>): number => {\n    const byCurrency = new Map<string, number>()\n    for (const entry of entries) {\n      const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n      if (!currency) continue\n      byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total)\n    }\n    let best = 0\n    for (const total of byCurrency.values()) {\n      if (Math.abs(total) > Math.abs(best)) best = total\n    }\n    return Math.round(best)\n  }\n\n  const convert = (entries: Array<{ currency: string | null; total: number }>): number => {\n    if (!baseCurrencyCode) {\n      convertedAll = false\n      trackMissing(sumsByCurrency(entries).map((entry) => entry.currency))\n      return dominantCurrencyTotal(entries)\n    }\n    const result = convertSumsToBase(sumsByCurrency(entries), baseCurrencyCode, rates)\n    if (!result.convertedAll) convertedAll = false\n    trackMissing(result.missingRateCurrencies)\n    return result.total\n  }\n\n  // Pipeline value (open deals, converted) + per-stage converted breakdown.\n  const pipelineValueTotal = convert(openSums)\n  const stages = Array.from(stageMap.values()).map((stageAgg) => ({\n    stage: stageAgg.stage,\n    count: stageAgg.count,\n    value: convert(stageAgg.byCurrency),\n  }))\n\n  // Pipeline inflow delta (open value created this vs previous quarter).\n  const inflowCurrent = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })))\n  const inflowPrevious = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })))\n  const pipelineDelta: Delta = computeDelta(inflowCurrent, inflowPrevious)\n\n  // Active deals: count of open deals, owners, need-attention, top owners.\n  const activeDealsCount = openRows.reduce((sum, row) => sum + toNumber(row.count), 0)\n  const ownersCount = openOwnerCounts.size\n  const inflowCurrentCount = inflowRows.reduce((sum, row) => sum + toNumber(row.current_count), 0)\n  const inflowPreviousCount = inflowRows.reduce((sum, row) => sum + toNumber(row.previous_count), 0)\n  const activeDelta: Delta = computeDelta(inflowCurrentCount, inflowPreviousCount)\n  const sortedOwners = Array.from(openOwnerCounts.entries())\n    .sort((a, b) => b[1] - a[1] || a[0].localeCompare(b[0]))\n  const owners = sortedOwners.slice(0, TOP_OWNERS).map(([id, count]) => ({ id, count }))\n  const ownersOverflow = Math.max(0, ownersCount - owners.length)\n\n  // Won this quarter.\n  const wonCurrent = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })))\n  const wonPrevious = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })))\n  const dealsClosed = wonRows.reduce((sum, row) => sum + toNumber(row.current_count), 0)\n  const wonDelta: Delta = computeDelta(wonCurrent, wonPrevious)\n  const avgDeal = dealsClosed > 0 ? Math.round(wonCurrent / dealsClosed) : 0\n\n  // Win rate (current + previous quarter) and pp delta.\n  const winLoss = winLossRows[0]\n  const currentWon = toNumber(winLoss?.current_won)\n  const currentLost = toNumber(winLoss?.current_lost)\n  const previousWon = toNumber(winLoss?.previous_won)\n  const previousLost = toNumber(winLoss?.previous_lost)\n  const winRateValue = winRate(currentWon, currentLost)\n  const winRatePrevious = winRate(previousWon, previousLost)\n  const deltaPp = winRateValue - winRatePrevious\n  const winRateDirection = deltaPp > 0 ? 'up' : deltaPp < 0 ? 'down' : 'unchanged'\n\n  // Win-rate series over trailing months (fill missing months with 0).\n  const seriesByPeriod = new Map<string, { won: number; lost: number }>()\n  for (const row of seriesRows) {\n    seriesByPeriod.set(row.period, { won: toNumber(row.won), lost: toNumber(row.lost) })\n  }\n  const series = trailingMonths.map((month) => {\n    const point = seriesByPeriod.get(month.label)\n    const won = point?.won ?? 0\n    const lost = point?.lost ?? 0\n    const denom = won + lost\n    return { period: month.label, rate: denom > 0 ? won / denom : 0 }\n  })\n\n  const response: DealsSummaryResponse = {\n    baseCurrencyCode,\n    convertedAll,\n    missingRateCurrencies: Array.from(missingRateCurrencies),\n    pipelineValue: {\n      value: pipelineValueTotal,\n      delta: pipelineDelta,\n      stages,\n    },\n    activeDeals: {\n      value: activeDealsCount,\n      delta: activeDelta,\n      ownersCount,\n      needAttention: attentionIds.size,\n      owners,\n      ownersOverflow,\n    },\n    wonThisQuarter: {\n      value: wonCurrent,\n      delta: wonDelta,\n      dealsClosed,\n      avgDeal,\n    },\n    winRate: {\n      value: winRateValue,\n      deltaPp,\n      direction: winRateDirection,\n      previousValue: winRatePrevious,\n      series,\n    },\n  }\n\n  return NextResponse.json(response)\n}\n"],
+  "mappings": 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+  "names": []
+}

package/dist/modules/customers/api/people/route.js CHANGED Viewed

@@ -18,7 +18,7 @@ import {
   withScopedPayload
 } from "../utils.js";
 import { buildCustomFieldFiltersFromQuery, extractAllCustomFieldEntries, splitCustomFieldPayload } from "@open-mercato/shared/lib/crud/custom-fields";
-import { escapeLikePattern } from "@open-mercato/shared/lib/db/escapeLikePattern";
+import { buildIlikeTerm } from "@open-mercato/shared/lib/db/buildIlikeTerm";
 import { parseBooleanToken } from "@open-mercato/shared/lib/boolean";
 import { findWithDecryption } from "@open-mercato/shared/lib/encryption/find";
 import { consumeAdvancedFilterState, mergeAdvancedFilterTree } from "@open-mercato/shared/lib/crud/advanced-filter-integration";
@@ -163,7 +163,7 @@ const crud = makeCrudRoute({
         if (matchingIds !== null && matchingIds.length > 0) {
           applyEntityIdRestriction(filters, matchingIds);
         } else {
-          const searchPattern = `%${escapeLikePattern(query.search)}%`;
+          const searchPattern = buildIlikeTerm(query.search);
           filters.$or = [
             { display_name: { $ilike: searchPattern } },
             { primary_email: { $ilike: searchPattern } },
@@ -179,9 +179,9 @@ const crud = makeCrudRoute({
       if (email) {
         filters.primary_email = { $eq: email };
       } else if (emailStartsWith) {
-        filters.primary_email = { $ilike: `${escapeLikePattern(emailStartsWith)}%` };
+        filters.primary_email = { $ilike: buildIlikeTerm(emailStartsWith, "startsWith") };
       } else if (emailContains) {
-        filters.primary_email = { $ilike: `%${escapeLikePattern(emailContains)}%` };
+        filters.primary_email = { $ilike: buildIlikeTerm(emailContains) };
       }
       if (query.status) {
         filters.status = { $eq: query.status };

package/dist/modules/customers/api/people/route.js.map CHANGED Viewed

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/api/people/route.ts"],
-  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerDealPersonLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n  CustomerPersonProfile,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { personCreateSchema, personUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport { buildCustomFieldFiltersFromQuery, extractAllCustomFieldEntries, splitCustomFieldPayload } from '@open-mercato/shared/lib/crud/custom-fields'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n  withCustomerPersonCompanyLinkScope,\n  withScopedCustomerDealLinkWhere,\n} from '../../lib/personCompanyLinkTable'\nimport { normalizeProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  enrichers: { entityId: 'customers.person' },\n  indexer: { entityType: E.customers.customer_entity },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n      'updated_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      email: 'primary_email',\n      primaryEmail: 'primary_email',\n      status: 'status',\n      lifecycleStage: 'lifecycle_stage',\n      source: 'source',\n      nextInteractionAt: 'next_interaction_at',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedFilterTree = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'person' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n              ctx,\n              query: query.search,\n              sources: [\n                {\n                  entityType: E.customers.customer_entity,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'description',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'next_interaction_name',\n                  ],\n                },\n                {\n                  entityType: E.customers.customer_person_profile,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'first_name',\n                    'last_name',\n                    'preferred_name',\n                    'job_title',\n                    'department',\n                    'seniority',\n                    'timezone',\n                    'linked_in_url',\n                    'twitter_url',\n                  ],\n                  mapToEntityIds: {\n                    table: 'customer_people',\n                    targetColumn: 'entity_id',\n                  },\n                },\n              ],\n            })\n          : null\n        if (matchingIds !== null && matchingIds.length > 0) {\n          applyEntityIdRestriction(filters, matchingIds)\n        } else {\n          const searchPattern = `%${escapeLikePattern(query.search)}%`\n          filters.$or = [\n            { display_name: { $ilike: searchPattern } },\n            { primary_email: { $ilike: searchPattern } },\n            { primary_phone: { $ilike: searchPattern } },\n            { description: { $ilike: searchPattern } },\n            { next_interaction_name: { $ilike: searchPattern } },\n          ]\n        }\n      }\n      const email = typeof query.email === 'string' ? query.email.trim().toLowerCase() : ''\n      const emailStartsWith = typeof query.emailStartsWith === 'string' ? query.emailStartsWith.trim().toLowerCase() : ''\n      const emailContains = typeof query.emailContains === 'string' ? query.emailContains.trim().toLowerCase() : ''\n      if (email) {\n        filters.primary_email = { $eq: email }\n      } else if (emailStartsWith) {\n        filters.primary_email = { $ilike: `${escapeLikePattern(emailStartsWith)}%` }\n      } else if (emailContains) {\n        filters.primary_email = { $ilike: `%${escapeLikePattern(emailContains)}%` }\n      }\n      if (query.status) {\n        filters.status = { $eq: query.status }\n      }\n      if (query.lifecycleStage) {\n        filters.lifecycle_stage = { $eq: query.lifecycleStage }\n      }\n      if (query.source) {\n        filters.source = { $eq: query.source }\n      }\n      const tagIdsRaw = typeof query.tagIds === 'string' ? query.tagIds : ''\n      const tagIds = tagIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n      const tagIdsEmpty = parseBooleanToken(query.tagIdsEmpty) === true\n      if (tagIdsEmpty) {\n        filters.id = { $eq: '00000000-0000-0000-0000-000000000000' }\n      } else if (tagIds.length > 0) {\n        filters['tag_assignments.tag_id'] = { $in: tagIds }\n      }\n      const excludedIds = new Set<string>()\n      const excludeIdsRaw = typeof query.excludeIds === 'string' ? query.excludeIds : ''\n      excludeIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n        .forEach((value: string) => excludedIds.add(value))\n      if (ctx && query.excludeLinkedCompanyId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const linkWhere = await withActiveCustomerPersonCompanyLinkFilter(\n            em,\n            withCustomerPersonCompanyLinkScope({ company: query.excludeLinkedCompanyId }, decryptionScope),\n            'customers.people.GET',\n          )\n          const links = filterActivePersonCompanyLinks(\n            await findWithDecryption(\n              em,\n              CustomerPersonCompanyLink,\n              linkWhere,\n              { populate: ['person'] },\n              decryptionScope,\n            ),\n          )\n          links.forEach((link) => {\n            const personId = link.person?.id\n            if (typeof personId === 'string' && personId.length > 0) excludedIds.add(personId)\n          })\n        } catch (err) {\n          console.warn('[customers.people.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      if (ctx && query.excludeLinkedDealId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const links = await findWithDecryption(\n            em,\n            CustomerDealPersonLink,\n            withScopedCustomerDealLinkWhere(query.excludeLinkedDealId, decryptionScope),\n            { populate: ['person'] },\n            decryptionScope,\n          )\n          links.forEach((link) => {\n            const personId = link.person?.id\n            if (typeof personId === 'string' && personId.length > 0) excludedIds.add(personId)\n          })\n        } catch (err) {\n          console.warn('[customers.people.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      applyEntityIdExclusion(filters, Array.from(excludedIds))\n      const hasEmail = parseBooleanToken(query.hasEmail)\n      if (!email && !emailStartsWith && !emailContains && hasEmail !== null) {\n        filters.primary_email = { $exists: hasEmail }\n      }\n      const hasPhone = parseBooleanToken(query.hasPhone)\n      if (hasPhone !== null) {\n        filters.primary_phone = { $exists: hasPhone }\n      }\n      const hasNextInteraction = parseBooleanToken(query.hasNextInteraction)\n      if (hasNextInteraction !== null) {\n        filters.next_interaction_at = { $exists: hasNextInteraction }\n      }\n      const createdRange: Record<string, Date> = {}\n      if (query.createdFrom) {\n        const from = new Date(query.createdFrom)\n        if (!Number.isNaN(from.getTime())) createdRange.$gte = from\n      }\n      if (query.createdTo) {\n        const to = new Date(query.createdTo)\n        if (!Number.isNaN(to.getTime())) createdRange.$lte = to\n      }\n      if (Object.keys(createdRange).length) {\n        filters.created_at = createdRange\n      }\n      if (ctx) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const cfFilters = await buildCustomFieldFiltersFromQuery({\n            entityIds: [E.customers.customer_entity, E.customers.customer_person_profile],\n            query,\n            em,\n            tenantId: ctx.auth?.tenantId ?? null,\n          })\n          Object.assign(filters, cfFilters)\n        } catch (err) {\n          console.warn('[customers.people.list] custom field filter resolution failed; falling back to base filters', err)\n        }\n      }\n      if (ctx && advancedFilterTree) {\n        const advancedFilters = mergeAdvancedFilterTree({ ...filters }, advancedFilterTree)\n        const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n          ctx,\n          entityId: E.customers.customer_entity,\n          filters: advancedFilters,\n          customFieldSources: [\n            {\n              entityId: E.customers.customer_person_profile,\n              table: 'customer_people',\n              alias: 'person_profile',\n              recordIdColumn: 'id',\n              join: { fromField: 'id', toField: 'entity_id' },\n            },\n          ],\n          joins: [\n            {\n              alias: 'tag_assignments',\n              table: 'customer_tag_assignments',\n              from: { field: 'id' },\n              to: { field: 'entity_id' },\n              type: 'left',\n            },\n          ],\n        })\n        applyEntityIdRestriction(filters, matchedIds)\n      }\n      return filters\n    },\n    customFieldSources: [\n      {\n        entityId: E.customers.customer_person_profile,\n        table: 'customer_people',\n        alias: 'person_profile',\n        recordIdColumn: 'id',\n        join: { fromField: 'id', toField: 'entity_id' },\n      },\n    ],\n    joins: [\n      {\n        alias: 'tag_assignments',\n        table: 'customer_tag_assignments',\n        from: { field: 'id' },\n        to: { field: 'entity_id' },\n        type: 'left',\n      },\n    ],\n    transformItem: (item) => {\n      if (!item || typeof item !== 'object') return item\n      const record = item as Record<string, unknown>\n      const normalized: Record<string, unknown> = { ...record }\n      delete normalized.kind\n      const cfEntries = extractAllCustomFieldEntries(record)\n      for (const key of Object.keys(normalized)) {\n        if (key.startsWith('cf:')) {\n          delete normalized[key]\n        }\n      }\n      return { ...normalized, ...cfEntries }\n    },\n  },\n  actions: {\n    create: {\n      commandId: 'customers.people.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const { base, custom } = splitCustomFieldPayload(scoped)\n        const parsed = personCreateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: ({ result }) => ({\n        id: result?.entityId ?? result?.id ?? null,\n        personId: result?.personId ?? null,\n      }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.people.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const normalized = normalizeProfilePayload(scoped, translate)\n        const { base, custom } = splitCustomFieldPayload(normalized)\n        const parsed = personUpdateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      // Return the freshly-bumped updatedAt so inline-edit detail pages can refresh\n      // their optimistic-lock token between sequential saves (#2055).\n      response: (arg: { result?: unknown; updatedAt?: Date | string | null }) => {\n        const raw = arg?.updatedAt\n          ?? (arg?.result as { updatedAt?: Date | string | null } | null | undefined)?.updatedAt\n          ?? null\n        return {\n          ok: true,\n          updatedAt: raw instanceof Date ? raw.toISOString() : (typeof raw === 'string' ? raw : null),\n        }\n      },\n    },\n    delete: {\n      commandId: 'customers.people.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.person_required', 'Person id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload?.items) ? payload.items : []\n      const ids = items\n        .map((item: unknown) => (\n          item && typeof item === 'object' && typeof (item as Record<string, unknown>).id === 'string'\n            ? (item as Record<string, unknown>).id as string\n            : null\n        ))\n        .filter((id: string | null): id is string => typeof id === 'string' && id.length > 0)\n      if (!ids.length) return\n\n      const em = ctx.container.resolve('em') as EntityManager\n      const decryptionScope = {\n        tenantId: ctx.auth?.tenantId ?? null,\n        organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n      }\n      const profileWhere: Record<string, unknown> = {\n        entity: { $in: ids },\n        tenantId: ctx.auth?.tenantId ?? null,\n      }\n      if (ctx.selectedOrganizationId) {\n        profileWhere.organizationId = ctx.selectedOrganizationId\n      }\n\n      const [entities, profiles] = await Promise.all([\n        findWithDecryption(\n          em,\n          CustomerEntity,\n          {\n            id: { $in: ids },\n            deletedAt: null,\n            kind: 'person',\n          } as FilterQuery<CustomerEntity>,\n          undefined,\n          decryptionScope,\n        ),\n        findWithDecryption(\n          em,\n          CustomerPersonProfile,\n          profileWhere as FilterQuery<CustomerPersonProfile>,\n          { populate: ['entity', 'company'] },\n          decryptionScope,\n        ),\n      ])\n\n      const entitiesById = new Map<string, CustomerEntity>()\n      for (const entity of entities) {\n        entitiesById.set(entity.id, entity)\n      }\n\n      const profilesByEntityId = new Map<string, CustomerPersonProfile>()\n      for (const profile of profiles) {\n        const profileEntity = (profile as { entity?: { id?: unknown } }).entity\n        const entityId = typeof profileEntity?.id === 'string' ? profileEntity.id : null\n        if (entityId) profilesByEntityId.set(entityId, profile)\n      }\n\n      payload.items = items.map((item: unknown) => {\n        if (!item || typeof item !== 'object') return item\n        const record = item as Record<string, unknown>\n        const entity = typeof record.id === 'string' ? entitiesById.get(record.id) : undefined\n        const profile = typeof record.id === 'string' ? profilesByEntityId.get(record.id) : undefined\n        if (!entity && !profile) return item\n        return {\n          ...record,\n          display_name: entity?.displayName ?? record.display_name ?? null,\n          description: entity?.description ?? record.description ?? null,\n          owner_user_id: entity?.ownerUserId ?? record.owner_user_id ?? null,\n          primary_email: entity?.primaryEmail ?? record.primary_email ?? null,\n          primary_phone: entity?.primaryPhone ?? record.primary_phone ?? null,\n          status: entity?.status ?? record.status ?? null,\n          lifecycle_stage: entity?.lifecycleStage ?? record.lifecycle_stage ?? null,\n          source: entity?.source ?? record.source ?? null,\n          next_interaction_at: entity?.nextInteractionAt ? entity.nextInteractionAt.toISOString() : record.next_interaction_at ?? null,\n          next_interaction_name: entity?.nextInteractionName ?? record.next_interaction_name ?? null,\n          next_interaction_ref_id: entity?.nextInteractionRefId ?? record.next_interaction_ref_id ?? null,\n          next_interaction_icon: entity?.nextInteractionIcon ?? record.next_interaction_icon ?? null,\n          next_interaction_color: entity?.nextInteractionColor ?? record.next_interaction_color ?? null,\n          first_name: profile?.firstName ?? null,\n          last_name: profile?.lastName ?? null,\n          preferred_name: profile?.preferredName ?? null,\n          job_title: profile?.jobTitle ?? null,\n          department: profile?.department ?? null,\n          seniority: profile?.seniority ?? null,\n          timezone: profile?.timezone ?? null,\n          linked_in_url: profile?.linkedInUrl ?? null,\n          twitter_url: profile?.twitterUrl ?? null,\n          company_entity_id:\n            profile?.company && typeof profile.company === 'object'\n              ? profile.company.id\n              : profile?.company ?? null,\n        }\n      })\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst personListItemSchema = z.object({\n  id: z.string().uuid(),\n  display_name: z.string().optional(),\n  description: z.string().nullable().optional(),\n  owner_user_id: z.string().uuid().nullable().optional(),\n  primary_email: z.string().nullable().optional(),\n  primary_phone: z.string().nullable().optional(),\n  status: z.string().nullable().optional(),\n  lifecycle_stage: z.string().nullable().optional(),\n  source: z.string().nullable().optional(),\n  next_interaction_at: z.string().nullable().optional(),\n  next_interaction_name: z.string().nullable().optional(),\n  next_interaction_ref_id: z.string().nullable().optional(),\n  next_interaction_icon: z.string().nullable().optional(),\n  next_interaction_color: z.string().nullable().optional(),\n  organization_id: z.string().uuid().nullable().optional(),\n  tenant_id: z.string().uuid().nullable().optional(),\n  created_at: z.string().nullable().optional(),\n})\n\nconst personCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n  personId: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Person',\n  pluralName: 'People',\n  querySchema: listSchema,\n  listResponseSchema: createPagedListResponseSchema(personListItemSchema),\n  create: {\n    schema: personCreateSchema,\n    responseSchema: personCreateResponseSchema,\n    description: 'Creates a person contact using scoped organization and tenant identifiers.',\n  },\n  update: {\n    schema: personUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates contact details or custom fields for a person.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a person by id. Request body or query may provide the identifier.',\n    errors: [\n      {\n        status: 422,\n        description: 'Person has dependent records (e.g. linked deals); unlink or reassign before delete.',\n        schema: z.object({\n          error: z.string(),\n          code: z.literal('PERSON_HAS_DEPENDENTS'),\n        }),\n      },\n    ],\n  },\n})\n"],
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+  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerDealPersonLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n  CustomerPersonProfile,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { personCreateSchema, personUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport { buildCustomFieldFiltersFromQuery, extractAllCustomFieldEntries, splitCustomFieldPayload } from '@open-mercato/shared/lib/crud/custom-fields'\nimport { buildIlikeTerm } from '@open-mercato/shared/lib/db/buildIlikeTerm'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n  withCustomerPersonCompanyLinkScope,\n  withScopedCustomerDealLinkWhere,\n} from '../../lib/personCompanyLinkTable'\nimport { normalizeProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  enrichers: { entityId: 'customers.person' },\n  indexer: { entityType: E.customers.customer_entity },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n      'updated_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      email: 'primary_email',\n      primaryEmail: 'primary_email',\n      status: 'status',\n      lifecycleStage: 'lifecycle_stage',\n      source: 'source',\n      nextInteractionAt: 'next_interaction_at',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedFilterTree = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'person' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n              ctx,\n              query: query.search,\n              sources: [\n                {\n                  entityType: E.customers.customer_entity,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'description',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'next_interaction_name',\n                  ],\n                },\n                {\n                  entityType: E.customers.customer_person_profile,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'first_name',\n                    'last_name',\n                    'preferred_name',\n                    'job_title',\n                    'department',\n                    'seniority',\n                    'timezone',\n                    'linked_in_url',\n                    'twitter_url',\n                  ],\n                  mapToEntityIds: {\n                    table: 'customer_people',\n                    targetColumn: 'entity_id',\n                  },\n                },\n              ],\n            })\n          : null\n        if (matchingIds !== null && matchingIds.length > 0) {\n          applyEntityIdRestriction(filters, matchingIds)\n        } else {\n          const searchPattern = buildIlikeTerm(query.search)\n          filters.$or = [\n            { display_name: { $ilike: searchPattern } },\n            { primary_email: { $ilike: searchPattern } },\n            { primary_phone: { $ilike: searchPattern } },\n            { description: { $ilike: searchPattern } },\n            { next_interaction_name: { $ilike: searchPattern } },\n          ]\n        }\n      }\n      const email = typeof query.email === 'string' ? query.email.trim().toLowerCase() : ''\n      const emailStartsWith = typeof query.emailStartsWith === 'string' ? query.emailStartsWith.trim().toLowerCase() : ''\n      const emailContains = typeof query.emailContains === 'string' ? query.emailContains.trim().toLowerCase() : ''\n      if (email) {\n        filters.primary_email = { $eq: email }\n      } else if (emailStartsWith) {\n        filters.primary_email = { $ilike: buildIlikeTerm(emailStartsWith, 'startsWith') }\n      } else if (emailContains) {\n        filters.primary_email = { $ilike: buildIlikeTerm(emailContains) }\n      }\n      if (query.status) {\n        filters.status = { $eq: query.status }\n      }\n      if (query.lifecycleStage) {\n        filters.lifecycle_stage = { $eq: query.lifecycleStage }\n      }\n      if (query.source) {\n        filters.source = { $eq: query.source }\n      }\n      const tagIdsRaw = typeof query.tagIds === 'string' ? query.tagIds : ''\n      const tagIds = tagIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n      const tagIdsEmpty = parseBooleanToken(query.tagIdsEmpty) === true\n      if (tagIdsEmpty) {\n        filters.id = { $eq: '00000000-0000-0000-0000-000000000000' }\n      } else if (tagIds.length > 0) {\n        filters['tag_assignments.tag_id'] = { $in: tagIds }\n      }\n      const excludedIds = new Set<string>()\n      const excludeIdsRaw = typeof query.excludeIds === 'string' ? query.excludeIds : ''\n      excludeIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n        .forEach((value: string) => excludedIds.add(value))\n      if (ctx && query.excludeLinkedCompanyId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const linkWhere = await withActiveCustomerPersonCompanyLinkFilter(\n            em,\n            withCustomerPersonCompanyLinkScope({ company: query.excludeLinkedCompanyId }, decryptionScope),\n            'customers.people.GET',\n          )\n          const links = filterActivePersonCompanyLinks(\n            await findWithDecryption(\n              em,\n              CustomerPersonCompanyLink,\n              linkWhere,\n              { populate: ['person'] },\n              decryptionScope,\n            ),\n          )\n          links.forEach((link) => {\n            const personId = link.person?.id\n            if (typeof personId === 'string' && personId.length > 0) excludedIds.add(personId)\n          })\n        } catch (err) {\n          console.warn('[customers.people.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      if (ctx && query.excludeLinkedDealId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const links = await findWithDecryption(\n            em,\n            CustomerDealPersonLink,\n            withScopedCustomerDealLinkWhere(query.excludeLinkedDealId, decryptionScope),\n            { populate: ['person'] },\n            decryptionScope,\n          )\n          links.forEach((link) => {\n            const personId = link.person?.id\n            if (typeof personId === 'string' && personId.length > 0) excludedIds.add(personId)\n          })\n        } catch (err) {\n          console.warn('[customers.people.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      applyEntityIdExclusion(filters, Array.from(excludedIds))\n      const hasEmail = parseBooleanToken(query.hasEmail)\n      if (!email && !emailStartsWith && !emailContains && hasEmail !== null) {\n        filters.primary_email = { $exists: hasEmail }\n      }\n      const hasPhone = parseBooleanToken(query.hasPhone)\n      if (hasPhone !== null) {\n        filters.primary_phone = { $exists: hasPhone }\n      }\n      const hasNextInteraction = parseBooleanToken(query.hasNextInteraction)\n      if (hasNextInteraction !== null) {\n        filters.next_interaction_at = { $exists: hasNextInteraction }\n      }\n      const createdRange: Record<string, Date> = {}\n      if (query.createdFrom) {\n        const from = new Date(query.createdFrom)\n        if (!Number.isNaN(from.getTime())) createdRange.$gte = from\n      }\n      if (query.createdTo) {\n        const to = new Date(query.createdTo)\n        if (!Number.isNaN(to.getTime())) createdRange.$lte = to\n      }\n      if (Object.keys(createdRange).length) {\n        filters.created_at = createdRange\n      }\n      if (ctx) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const cfFilters = await buildCustomFieldFiltersFromQuery({\n            entityIds: [E.customers.customer_entity, E.customers.customer_person_profile],\n            query,\n            em,\n            tenantId: ctx.auth?.tenantId ?? null,\n          })\n          Object.assign(filters, cfFilters)\n        } catch (err) {\n          console.warn('[customers.people.list] custom field filter resolution failed; falling back to base filters', err)\n        }\n      }\n      if (ctx && advancedFilterTree) {\n        const advancedFilters = mergeAdvancedFilterTree({ ...filters }, advancedFilterTree)\n        const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n          ctx,\n          entityId: E.customers.customer_entity,\n          filters: advancedFilters,\n          customFieldSources: [\n            {\n              entityId: E.customers.customer_person_profile,\n              table: 'customer_people',\n              alias: 'person_profile',\n              recordIdColumn: 'id',\n              join: { fromField: 'id', toField: 'entity_id' },\n            },\n          ],\n          joins: [\n            {\n              alias: 'tag_assignments',\n              table: 'customer_tag_assignments',\n              from: { field: 'id' },\n              to: { field: 'entity_id' },\n              type: 'left',\n            },\n          ],\n        })\n        applyEntityIdRestriction(filters, matchedIds)\n      }\n      return filters\n    },\n    customFieldSources: [\n      {\n        entityId: E.customers.customer_person_profile,\n        table: 'customer_people',\n        alias: 'person_profile',\n        recordIdColumn: 'id',\n        join: { fromField: 'id', toField: 'entity_id' },\n      },\n    ],\n    joins: [\n      {\n        alias: 'tag_assignments',\n        table: 'customer_tag_assignments',\n        from: { field: 'id' },\n        to: { field: 'entity_id' },\n        type: 'left',\n      },\n    ],\n    transformItem: (item) => {\n      if (!item || typeof item !== 'object') return item\n      const record = item as Record<string, unknown>\n      const normalized: Record<string, unknown> = { ...record }\n      delete normalized.kind\n      const cfEntries = extractAllCustomFieldEntries(record)\n      for (const key of Object.keys(normalized)) {\n        if (key.startsWith('cf:')) {\n          delete normalized[key]\n        }\n      }\n      return { ...normalized, ...cfEntries }\n    },\n  },\n  actions: {\n    create: {\n      commandId: 'customers.people.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const { base, custom } = splitCustomFieldPayload(scoped)\n        const parsed = personCreateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: ({ result }) => ({\n        id: result?.entityId ?? result?.id ?? null,\n        personId: result?.personId ?? null,\n      }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.people.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const normalized = normalizeProfilePayload(scoped, translate)\n        const { base, custom } = splitCustomFieldPayload(normalized)\n        const parsed = personUpdateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      // Return the freshly-bumped updatedAt so inline-edit detail pages can refresh\n      // their optimistic-lock token between sequential saves (#2055).\n      response: (arg: { result?: unknown; updatedAt?: Date | string | null }) => {\n        const raw = arg?.updatedAt\n          ?? (arg?.result as { updatedAt?: Date | string | null } | null | undefined)?.updatedAt\n          ?? null\n        return {\n          ok: true,\n          updatedAt: raw instanceof Date ? raw.toISOString() : (typeof raw === 'string' ? raw : null),\n        }\n      },\n    },\n    delete: {\n      commandId: 'customers.people.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.person_required', 'Person id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload?.items) ? payload.items : []\n      const ids = items\n        .map((item: unknown) => (\n          item && typeof item === 'object' && typeof (item as Record<string, unknown>).id === 'string'\n            ? (item as Record<string, unknown>).id as string\n            : null\n        ))\n        .filter((id: string | null): id is string => typeof id === 'string' && id.length > 0)\n      if (!ids.length) return\n\n      const em = ctx.container.resolve('em') as EntityManager\n      const decryptionScope = {\n        tenantId: ctx.auth?.tenantId ?? null,\n        organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n      }\n      const profileWhere: Record<string, unknown> = {\n        entity: { $in: ids },\n        tenantId: ctx.auth?.tenantId ?? null,\n      }\n      if (ctx.selectedOrganizationId) {\n        profileWhere.organizationId = ctx.selectedOrganizationId\n      }\n\n      const [entities, profiles] = await Promise.all([\n        findWithDecryption(\n          em,\n          CustomerEntity,\n          {\n            id: { $in: ids },\n            deletedAt: null,\n            kind: 'person',\n          } as FilterQuery<CustomerEntity>,\n          undefined,\n          decryptionScope,\n        ),\n        findWithDecryption(\n          em,\n          CustomerPersonProfile,\n          profileWhere as FilterQuery<CustomerPersonProfile>,\n          { populate: ['entity', 'company'] },\n          decryptionScope,\n        ),\n      ])\n\n      const entitiesById = new Map<string, CustomerEntity>()\n      for (const entity of entities) {\n        entitiesById.set(entity.id, entity)\n      }\n\n      const profilesByEntityId = new Map<string, CustomerPersonProfile>()\n      for (const profile of profiles) {\n        const profileEntity = (profile as { entity?: { id?: unknown } }).entity\n        const entityId = typeof profileEntity?.id === 'string' ? profileEntity.id : null\n        if (entityId) profilesByEntityId.set(entityId, profile)\n      }\n\n      payload.items = items.map((item: unknown) => {\n        if (!item || typeof item !== 'object') return item\n        const record = item as Record<string, unknown>\n        const entity = typeof record.id === 'string' ? entitiesById.get(record.id) : undefined\n        const profile = typeof record.id === 'string' ? profilesByEntityId.get(record.id) : undefined\n        if (!entity && !profile) return item\n        return {\n          ...record,\n          display_name: entity?.displayName ?? record.display_name ?? null,\n          description: entity?.description ?? record.description ?? null,\n          owner_user_id: entity?.ownerUserId ?? record.owner_user_id ?? null,\n          primary_email: entity?.primaryEmail ?? record.primary_email ?? null,\n          primary_phone: entity?.primaryPhone ?? record.primary_phone ?? null,\n          status: entity?.status ?? record.status ?? null,\n          lifecycle_stage: entity?.lifecycleStage ?? record.lifecycle_stage ?? null,\n          source: entity?.source ?? record.source ?? null,\n          next_interaction_at: entity?.nextInteractionAt ? entity.nextInteractionAt.toISOString() : record.next_interaction_at ?? null,\n          next_interaction_name: entity?.nextInteractionName ?? record.next_interaction_name ?? null,\n          next_interaction_ref_id: entity?.nextInteractionRefId ?? record.next_interaction_ref_id ?? null,\n          next_interaction_icon: entity?.nextInteractionIcon ?? record.next_interaction_icon ?? null,\n          next_interaction_color: entity?.nextInteractionColor ?? record.next_interaction_color ?? null,\n          first_name: profile?.firstName ?? null,\n          last_name: profile?.lastName ?? null,\n          preferred_name: profile?.preferredName ?? null,\n          job_title: profile?.jobTitle ?? null,\n          department: profile?.department ?? null,\n          seniority: profile?.seniority ?? null,\n          timezone: profile?.timezone ?? null,\n          linked_in_url: profile?.linkedInUrl ?? null,\n          twitter_url: profile?.twitterUrl ?? null,\n          company_entity_id:\n            profile?.company && typeof profile.company === 'object'\n              ? profile.company.id\n              : profile?.company ?? null,\n        }\n      })\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst personListItemSchema = z.object({\n  id: z.string().uuid(),\n  display_name: z.string().optional(),\n  description: z.string().nullable().optional(),\n  owner_user_id: z.string().uuid().nullable().optional(),\n  primary_email: z.string().nullable().optional(),\n  primary_phone: z.string().nullable().optional(),\n  status: z.string().nullable().optional(),\n  lifecycle_stage: z.string().nullable().optional(),\n  source: z.string().nullable().optional(),\n  next_interaction_at: z.string().nullable().optional(),\n  next_interaction_name: z.string().nullable().optional(),\n  next_interaction_ref_id: z.string().nullable().optional(),\n  next_interaction_icon: z.string().nullable().optional(),\n  next_interaction_color: z.string().nullable().optional(),\n  organization_id: z.string().uuid().nullable().optional(),\n  tenant_id: z.string().uuid().nullable().optional(),\n  created_at: z.string().nullable().optional(),\n})\n\nconst personCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n  personId: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Person',\n  pluralName: 'People',\n  querySchema: listSchema,\n  listResponseSchema: createPagedListResponseSchema(personListItemSchema),\n  create: {\n    schema: personCreateSchema,\n    responseSchema: personCreateResponseSchema,\n    description: 'Creates a person contact using scoped organization and tenant identifiers.',\n  },\n  update: {\n    schema: personUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates contact details or custom fields for a person.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a person by id. Request body or query may provide the identifier.',\n    errors: [\n      {\n        status: 422,\n        description: 'Person has dependent records (e.g. linked deals); unlink or reassign before delete.',\n        schema: z.object({\n          error: z.string(),\n          code: z.literal('PERSON_HAS_DEPENDENTS'),\n        }),\n      },\n    ],\n  },\n})\n"],
+  "mappings": 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   "names": []
 }

package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealActivities.js CHANGED Viewed

@@ -1,19 +1,30 @@
 import * as React from "react";
 import { readApiResultOrThrow } from "@open-mercato/ui/backend/utils/apiCall";
 import { useInteractionMutations } from "../../../../../components/detail/hooks/useInteractionMutations.js";
+const plannedActivitiesCache = /* @__PURE__ */ new Map();
+function fetchPlannedActivities(dealId, useCache) {
+  const url = `/api/customers/interactions?dealId=${encodeURIComponent(dealId)}&status=planned&excludeInteractionType=task&limit=100&sortField=scheduledAt&sortDir=asc`;
+  const cached = plannedActivitiesCache.get(url);
+  if (useCache && cached) return cached.promise;
+  const entry = {
+    promise: readApiResultOrThrow(url).then((result) => Array.isArray(result.items) ? result.items : [])
+  };
+  if (useCache) plannedActivitiesCache.set(url, entry);
+  return entry.promise.finally(() => {
+    if (plannedActivitiesCache.get(url) === entry) plannedActivitiesCache.delete(url);
+  });
+}
 function useDealActivities({
   dealId,
   runMutationWithContext
 }) {
   const [plannedActivities, setPlannedActivities] = React.useState([]);
   const [activityRefreshKey, setActivityRefreshKey] = React.useState(0);
-  const loadPlannedActivities = React.useCallback(async () => {
+  const loadPlannedActivities = React.useCallback(async (options = {}) => {
     if (!dealId) return;
     try {
-      const result = await readApiResultOrThrow(
-        `/api/customers/interactions?dealId=${encodeURIComponent(dealId)}&status=planned&excludeInteractionType=task&limit=100&sortField=scheduledAt&sortDir=asc`
-      );
-      setPlannedActivities(Array.isArray(result.items) ? result.items : []);
+      const items = await fetchPlannedActivities(dealId, options.cache === true);
+      setPlannedActivities(items);
     } catch (err) {
       console.warn("[customers.deals.detail] load planned activities failed", err);
       setPlannedActivities([]);

package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealActivities.js.map CHANGED Viewed

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../../src/modules/customers/backend/customers/deals/%5Bid%5D/hooks/useDealActivities.ts"],
-  "sourcesContent": ["import * as React from 'react'\nimport { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport type { InteractionSummary } from '../../../../../components/detail/types'\nimport { useInteractionMutations } from '../../../../../components/detail/hooks/useInteractionMutations'\nimport type { GuardedMutationRunner } from './types'\n\ntype UseDealActivitiesOptions = {\n  dealId: string\n  runMutationWithContext: GuardedMutationRunner\n}\n\ntype UseDealActivitiesResult = {\n  plannedActivities: InteractionSummary[]\n  activityRefreshKey: number\n  loadPlannedActivities: () => Promise<void>\n  handleActivityCreated: () => Promise<void>\n  handleMarkDone: (interactionId: string) => Promise<void>\n  handleCancelActivity: (interactionId: string) => Promise<void>\n}\n\nexport function useDealActivities({\n  dealId,\n  runMutationWithContext,\n}: UseDealActivitiesOptions): UseDealActivitiesResult {\n  const [plannedActivities, setPlannedActivities] = React.useState<InteractionSummary[]>([])\n  const [activityRefreshKey, setActivityRefreshKey] = React.useState(0)\n\n  const loadPlannedActivities = React.useCallback(async () => {\n    if (!dealId) return\n    try {\n      const result = await readApiResultOrThrow<{ items?: InteractionSummary[] }>(\n        `/api/customers/interactions?dealId=${encodeURIComponent(dealId)}&status=planned&excludeInteractionType=task&limit=100&sortField=scheduledAt&sortDir=asc`,\n      )\n      setPlannedActivities(Array.isArray(result.items) ? result.items : [])\n    } catch (err) {\n      console.warn('[customers.deals.detail] load planned activities failed', err)\n      setPlannedActivities([])\n    }\n  }, [dealId])\n\n  const handleActivityCreated = React.useCallback(async () => {\n    setActivityRefreshKey((value) => value + 1)\n    await loadPlannedActivities()\n  }, [loadPlannedActivities])\n\n  const { completeInteraction, cancelInteraction } = useInteractionMutations({\n    runMutationWithContext,\n    onAfterChange: handleActivityCreated,\n    logContext: 'customers.deals.detail',\n  })\n\n  return {\n    plannedActivities,\n    activityRefreshKey,\n    loadPlannedActivities,\n    handleActivityCreated,\n    handleMarkDone: completeInteraction,\n    handleCancelActivity: cancelInteraction,\n  }\n}\n"],
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+  "sourcesContent": ["import * as React from 'react'\nimport { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport type { InteractionSummary } from '../../../../../components/detail/types'\nimport { useInteractionMutations } from '../../../../../components/detail/hooks/useInteractionMutations'\nimport type { GuardedMutationRunner } from './types'\n\ntype LoadPlannedActivitiesOptions = {\n  cache?: boolean\n}\n\ntype UseDealActivitiesOptions = {\n  dealId: string\n  runMutationWithContext: GuardedMutationRunner\n}\n\ntype UseDealActivitiesResult = {\n  plannedActivities: InteractionSummary[]\n  activityRefreshKey: number\n  loadPlannedActivities: (options?: LoadPlannedActivitiesOptions) => Promise<void>\n  handleActivityCreated: () => Promise<void>\n  handleMarkDone: (interactionId: string) => Promise<void>\n  handleCancelActivity: (interactionId: string) => Promise<void>\n}\n\ntype PlannedActivitiesCacheEntry = {\n  promise: Promise<InteractionSummary[]>\n}\n\nconst plannedActivitiesCache = new Map<string, PlannedActivitiesCacheEntry>()\n\nfunction fetchPlannedActivities(dealId: string, useCache: boolean): Promise<InteractionSummary[]> {\n  const url = `/api/customers/interactions?dealId=${encodeURIComponent(dealId)}&status=planned&excludeInteractionType=task&limit=100&sortField=scheduledAt&sortDir=asc`\n  const cached = plannedActivitiesCache.get(url)\n  if (useCache && cached) return cached.promise\n  const entry: PlannedActivitiesCacheEntry = {\n    promise: readApiResultOrThrow<{ items?: InteractionSummary[] }>(url)\n      .then((result) => (Array.isArray(result.items) ? result.items : [])),\n  }\n  if (useCache) plannedActivitiesCache.set(url, entry)\n  return entry.promise.finally(() => {\n    if (plannedActivitiesCache.get(url) === entry) plannedActivitiesCache.delete(url)\n  })\n}\n\nexport function useDealActivities({\n  dealId,\n  runMutationWithContext,\n}: UseDealActivitiesOptions): UseDealActivitiesResult {\n  const [plannedActivities, setPlannedActivities] = React.useState<InteractionSummary[]>([])\n  const [activityRefreshKey, setActivityRefreshKey] = React.useState(0)\n\n  const loadPlannedActivities = React.useCallback(async (options: LoadPlannedActivitiesOptions = {}) => {\n    if (!dealId) return\n    try {\n      const items = await fetchPlannedActivities(dealId, options.cache === true)\n      setPlannedActivities(items)\n    } catch (err) {\n      console.warn('[customers.deals.detail] load planned activities failed', err)\n      setPlannedActivities([])\n    }\n  }, [dealId])\n\n  const handleActivityCreated = React.useCallback(async () => {\n    setActivityRefreshKey((value) => value + 1)\n    await loadPlannedActivities()\n  }, [loadPlannedActivities])\n\n  const { completeInteraction, cancelInteraction } = useInteractionMutations({\n    runMutationWithContext,\n    onAfterChange: handleActivityCreated,\n    logContext: 'customers.deals.detail',\n  })\n\n  return {\n    plannedActivities,\n    activityRefreshKey,\n    loadPlannedActivities,\n    handleActivityCreated,\n    handleMarkDone: completeInteraction,\n    handleCancelActivity: cancelInteraction,\n  }\n}\n"],
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   "names": []
 }

package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealData.js CHANGED Viewed

@@ -1,6 +1,23 @@
 import * as React from "react";
 import { readApiResultOrThrow } from "@open-mercato/ui/backend/utils/apiCall";
 import { useT } from "@open-mercato/shared/lib/i18n/context";
+const dealDataCache = /* @__PURE__ */ new Map();
+function fetchDealData(id, errorMessage, useCache) {
+  const url = `/api/customers/deals/${encodeURIComponent(id)}?include=stages&view=lite`;
+  const cached = dealDataCache.get(url);
+  if (useCache && cached) return cached.promise;
+  const entry = {
+    promise: readApiResultOrThrow(
+      url,
+      void 0,
+      { errorMessage }
+    )
+  };
+  if (useCache) dealDataCache.set(url, entry);
+  return entry.promise.finally(() => {
+    if (dealDataCache.get(url) === entry) dealDataCache.delete(url);
+  });
+}
 function useDealData(id) {
   const t = useT();
   const [data, setData] = React.useState(null);
@@ -8,7 +25,7 @@ function useDealData(id) {
   const [error, setError] = React.useState(null);
   const [isNotFound, setIsNotFound] = React.useState(false);
   const initialLoadDoneRef = React.useRef(false);
-  const loadData = React.useCallback(async () => {
+  const loadData = React.useCallback(async (options = {}) => {
     if (!id) {
       setIsNotFound(true);
       setIsLoading(false);
@@ -19,10 +36,10 @@ function useDealData(id) {
     }
     setError(null);
     try {
-      const payload = await readApiResultOrThrow(
-        `/api/customers/deals/${encodeURIComponent(id)}?include=stages&view=lite`,
-        void 0,
-        { errorMessage: t("customers.deals.detail.error.load", "Failed to load deal.") }
+      const payload = await fetchDealData(
+        id,
+        t("customers.deals.detail.error.load", "Failed to load deal."),
+        options.cache === true
       );
       setData(payload);
     } catch (loadError) {

package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealData.js.map CHANGED Viewed

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../../src/modules/customers/backend/customers/deals/%5Bid%5D/hooks/useDealData.ts"],
-  "sourcesContent": ["import * as React from 'react'\nimport { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport type { DealDetailPayload } from './types'\n\ntype UseDealDataResult = {\n  data: DealDetailPayload | null\n  setData: React.Dispatch<React.SetStateAction<DealDetailPayload | null>>\n  isLoading: boolean\n  error: string | null\n  isNotFound: boolean\n  loadData: () => Promise<void>\n}\n\nexport function useDealData(id: string): UseDealDataResult {\n  const t = useT()\n  const [data, setData] = React.useState<DealDetailPayload | null>(null)\n  const [isLoading, setIsLoading] = React.useState(true)\n  const [error, setError] = React.useState<string | null>(null)\n  const [isNotFound, setIsNotFound] = React.useState(false)\n  const initialLoadDoneRef = React.useRef(false)\n\n  const loadData = React.useCallback(async () => {\n    if (!id) {\n      setIsNotFound(true)\n      setIsLoading(false)\n      return\n    }\n    if (!initialLoadDoneRef.current) {\n      setIsLoading(true)\n    }\n    setError(null)\n    try {\n      const payload = await readApiResultOrThrow<DealDetailPayload>(\n        `/api/customers/deals/${encodeURIComponent(id)}?include=stages&view=lite`,\n        undefined,\n        { errorMessage: t('customers.deals.detail.error.load', 'Failed to load deal.') },\n      )\n      setData(payload)\n    } catch (loadError) {\n      if ((loadError as { status?: number }).status === 404) {\n        setIsNotFound(true)\n      } else {\n        const message =\n          loadError instanceof Error\n            ? loadError.message\n            : t('customers.deals.detail.error.load', 'Failed to load deal.')\n        setError(message)\n      }\n      if (!initialLoadDoneRef.current) setData(null)\n    } finally {\n      setIsLoading(false)\n      initialLoadDoneRef.current = true\n    }\n  }, [id, t])\n\n  return { data, setData, isLoading, error, isNotFound, loadData }\n}\n"],
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+  "sourcesContent": ["import * as React from 'react'\nimport { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport type { DealDetailPayload } from './types'\n\ntype LoadDataOptions = {\n  cache?: boolean\n}\n\ntype UseDealDataResult = {\n  data: DealDetailPayload | null\n  setData: React.Dispatch<React.SetStateAction<DealDetailPayload | null>>\n  isLoading: boolean\n  error: string | null\n  isNotFound: boolean\n  loadData: (options?: LoadDataOptions) => Promise<void>\n}\n\ntype DealDataCacheEntry = {\n  promise: Promise<DealDetailPayload>\n}\n\nconst dealDataCache = new Map<string, DealDataCacheEntry>()\n\nfunction fetchDealData(id: string, errorMessage: string, useCache: boolean): Promise<DealDetailPayload> {\n  const url = `/api/customers/deals/${encodeURIComponent(id)}?include=stages&view=lite`\n  const cached = dealDataCache.get(url)\n  if (useCache && cached) return cached.promise\n  const entry: DealDataCacheEntry = {\n    promise: readApiResultOrThrow<DealDetailPayload>(\n      url,\n      undefined,\n      { errorMessage },\n    ),\n  }\n  if (useCache) dealDataCache.set(url, entry)\n  return entry.promise.finally(() => {\n    if (dealDataCache.get(url) === entry) dealDataCache.delete(url)\n  })\n}\n\nexport function useDealData(id: string): UseDealDataResult {\n  const t = useT()\n  const [data, setData] = React.useState<DealDetailPayload | null>(null)\n  const [isLoading, setIsLoading] = React.useState(true)\n  const [error, setError] = React.useState<string | null>(null)\n  const [isNotFound, setIsNotFound] = React.useState(false)\n  const initialLoadDoneRef = React.useRef(false)\n\n  const loadData = React.useCallback(async (options: LoadDataOptions = {}) => {\n    if (!id) {\n      setIsNotFound(true)\n      setIsLoading(false)\n      return\n    }\n    if (!initialLoadDoneRef.current) {\n      setIsLoading(true)\n    }\n    setError(null)\n    try {\n      const payload = await fetchDealData(\n        id,\n        t('customers.deals.detail.error.load', 'Failed to load deal.'),\n        options.cache === true,\n      )\n      setData(payload)\n    } catch (loadError) {\n      if ((loadError as { status?: number }).status === 404) {\n        setIsNotFound(true)\n      } else {\n        const message =\n          loadError instanceof Error\n            ? loadError.message\n            : t('customers.deals.detail.error.load', 'Failed to load deal.')\n        setError(message)\n      }\n      if (!initialLoadDoneRef.current) setData(null)\n    } finally {\n      setIsLoading(false)\n      initialLoadDoneRef.current = true\n    }\n  }, [id, t])\n\n  return { data, setData, isLoading, error, isNotFound, loadData }\n}\n"],
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   "names": []
 }

package/dist/modules/customers/backend/customers/deals/[id]/page.js CHANGED Viewed

@@ -91,7 +91,7 @@ function DealDetailPage({ params }) {
     handleCancelActivity
   } = useDealActivities({ dealId: id, runMutationWithContext });
   React.useEffect(() => {
-    void Promise.all([loadData(), loadPlannedActivities()]);
+    void Promise.all([loadData({ cache: true }), loadPlannedActivities({ cache: true })]);
   }, [loadData, loadPlannedActivities]);
   const activityEntities = React.useMemo(
     () => data ? [...data.people, ...data.companies].map((entry) => ({
@@ -252,6 +252,15 @@ function DealDetailPage({ params }) {
       ]
     });
   }, [closeLostPopup, data, openScheduleEdit, selectedActivityEntity, t]);
+  const currentPipelineName = data ? data.pipelineName ?? wonStats?.pipelineName ?? lostStats?.pipelineName ?? null : wonStats?.pipelineName ?? lostStats?.pipelineName ?? null;
+  const formPipelineOptions = React.useMemo(
+    () => data?.deal.pipelineId ? [{
+      id: data.deal.pipelineId,
+      name: currentPipelineName ?? t("customers.deals.detail.pipeline.defaultName", "Current pipeline"),
+      isDefault: false
+    }] : [],
+    [currentPipelineName, data?.deal.pipelineId, t]
+  );
   if (isLoading) {
     return /* @__PURE__ */ jsx(Page, { children: /* @__PURE__ */ jsx(PageBody, { children: /* @__PURE__ */ jsx(LoadingMessage, { label: t("customers.deals.detail.loading", "Loading deal\u2026") }) }) });
   }
@@ -275,7 +284,6 @@ function DealDetailPage({ params }) {
     ) }) });
   }
   const amountLabel = formatCurrency(data.deal.valueAmount, data.deal.valueCurrency);
-  const currentPipelineName = data.pipelineName ?? wonStats?.pipelineName ?? lostStats?.pipelineName ?? null;
   const dealName = data.deal.title || t("customers.deals.detail.untitled", "Untitled deal");
   const zone1Content = /* @__PURE__ */ jsx("div", { ref: formWrapperRef, children: /* @__PURE__ */ jsx(
     DealForm,
@@ -289,6 +297,8 @@ function DealDetailPage({ params }) {
       showVersionHistory: false,
       showCancelAction: false,
       onDirtyChange: setIsDirty,
+      initialPipelineOptions: formPipelineOptions,
+      initialPipelineStageOptions: data.pipelineStages,
       collapsibleGroups: { pageType: "deal-detail-v3", chevronPosition: "right" },
       sortableGroups: { pageType: "deal-detail-v3" },
       initialValues: {