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

package/src/modules/customers/components/detail/assignableStaff.ts

@@ -23,22 +23,46 @@ export type AssignableStaffMembersPage = {
   pageSize: number
 }
 
+// The assignable-staff roster is owned by the optional, ejectable `staff` module.
+// When that module is disabled, its `/api/staff/team-members/assignable` endpoint is
+// absent and the request resolves to 404. Customers UI (deals / people / companies
+// owner filters, role-assignment dialogs) is core and always enabled, so it must not
+// break in that case — a missing staff module simply means there is no roster to
+// offer. Treat the 404 as an empty page and let any other failure propagate.
+function isAssignableEndpointMissing(error: unknown): boolean {
+  return (
+    typeof error === 'object' &&
+    error !== null &&
+    (error as { status?: unknown }).status === 404
+  )
+}
+
 export async function fetchAssignableStaffMembersPage(
   query: string,
   options?: { page?: number; pageSize?: number; signal?: AbortSignal },
 ): Promise<AssignableStaffMembersPage> {
+  const page = options?.page ?? 1
+  const pageSize = options?.pageSize ?? 24
   const params = new URLSearchParams()
-  params.set('page', String(options?.page ?? 1))
-  params.set('pageSize', String(options?.pageSize ?? 24))
+  params.set('page', String(page))
+  params.set('pageSize', String(pageSize))
   const normalizedQuery = query.trim()
   if (normalizedQuery.length > 0) {
     params.set('search', normalizedQuery)
   }
 
-  const data = await readApiResultOrThrow<AssignableStaffResponse>(
-    `/api/staff/team-members/assignable?${params.toString()}`,
-    options?.signal ? { signal: options.signal } : undefined,
-  )
+  let data: AssignableStaffResponse
+  try {
+    data = await readApiResultOrThrow<AssignableStaffResponse>(
+      `/api/staff/team-members/assignable?${params.toString()}`,
+      options?.signal ? { signal: options.signal } : undefined,
+    )
+  } catch (error) {
+    if (isAssignableEndpointMissing(error)) {
+      return { items: [], total: 0, page, pageSize }
+    }
+    throw error
+  }
 
   const rawItems = Array.isArray(data?.items) ? data.items : []
   const deduped = new Map<string, AssignableStaffMember>()
@@ -108,11 +132,11 @@ export async function fetchAssignableStaffMembersPage(
     page:
       typeof data?.page === 'number' && Number.isFinite(data.page)
         ? data.page
-        : options?.page ?? 1,
+        : page,
     pageSize:
       typeof data?.pageSize === 'number' && Number.isFinite(data.pageSize)
         ? data.pageSize
-        : options?.pageSize ?? 24,
+        : pageSize,
   }
 }
 

package/src/modules/customers/components/kpi/PipelineStageBar.tsx

@@ -0,0 +1,77 @@
+"use client"
+
+import * as React from 'react'
+import { cn } from '@open-mercato/shared/lib/utils'
+import type { DictionaryMap } from '@open-mercato/core/modules/dictionaries/components/dictionaryAppearance'
+
+export type PipelineStageDatum = {
+  stage: string | null
+  count: number
+  value: number
+}
+
+export type PipelineStageBarProps = {
+  stages: PipelineStageDatum[]
+  stageDictionary: DictionaryMap
+  unassignedLabel: string
+}
+
+function resolveStageColor(stage: string | null, stageDictionary: DictionaryMap): string | null {
+  if (!stage) return null
+  const entry = stageDictionary[stage]
+  return entry?.color ?? null
+}
+
+function resolveStageLabel(stage: string | null, stageDictionary: DictionaryMap, unassignedLabel: string): string {
+  if (!stage) return unassignedLabel
+  return stageDictionary[stage]?.label ?? unassignedLabel
+}
+
+export function PipelineStageBar({ stages, stageDictionary, unassignedLabel }: PipelineStageBarProps) {
+  const segments = React.useMemo(
+    () => stages.filter((entry) => entry.count > 0),
+    [stages],
+  )
+
+  if (segments.length === 0) return null
+
+  return (
+    <div className="space-y-2">
+      <div className="flex h-2 w-full gap-1 overflow-hidden rounded-full">
+        {segments.map((entry, index) => {
+          const color = resolveStageColor(entry.stage, stageDictionary)
+          return (
+            <span
+              key={entry.stage ?? `unassigned-${index}`}
+              className={cn('h-full rounded-full', color ? null : 'bg-muted')}
+              style={{ flexGrow: entry.count, ...(color ? { backgroundColor: color } : {}) }}
+              aria-hidden
+            />
+          )
+        })}
+      </div>
+      <ul className="flex flex-wrap gap-x-3 gap-y-1">
+        {segments.map((entry, index) => {
+          const color = resolveStageColor(entry.stage, stageDictionary)
+          const label = resolveStageLabel(entry.stage, stageDictionary, unassignedLabel)
+          return (
+            <li
+              key={entry.stage ?? `unassigned-legend-${index}`}
+              className="inline-flex items-center gap-1.5 text-xs text-muted-foreground"
+            >
+              <span
+                className={cn('inline-block h-2 w-2 rounded-full border border-border', color ? null : 'bg-muted')}
+                style={color ? { backgroundColor: color } : undefined}
+                aria-hidden
+              />
+              <span>{label}</span>
+              <span className="font-medium text-foreground">{entry.count}</span>
+            </li>
+          )
+        })}
+      </ul>
+    </div>
+  )
+}
+
+export default PipelineStageBar

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

@@ -1154,6 +1154,9 @@
   "customers.deals.list.bulkDelete.progressName": "Ausgewählte Deals löschen",
   "customers.deals.list.bulkDelete.success": "{count} deals deleted",
   "customers.deals.list.bulkDelete.title": "Delete {count} deals?",
+  "customers.deals.list.close.lost": "Verloren",
+  "customers.deals.list.close.overdue": "Überfällig",
+  "customers.deals.list.close.won": "Gewonnen",
   "customers.deals.list.columns.companies": "Unternehmen",
   "customers.deals.list.columns.expectedClose": "Voraussichtlicher Abschluss",
   "customers.deals.list.columns.owner": "Verantwortlich",
@@ -1171,12 +1174,52 @@
   "customers.deals.list.error.load": "Geschäftsliste konnte nicht geladen werden",
   "customers.deals.list.filters.companies": "Unternehmen",
   "customers.deals.list.filters.companiesPlaceholder": "Nach Unternehmen filtern",
+  "customers.deals.list.filters.needsAttention": "Benötigt Aufmerksamkeit",
+  "customers.deals.list.filters.needsAttentionRemove": "Filter \"Benötigt Aufmerksamkeit\" entfernen",
   "customers.deals.list.filters.people": "Personen",
   "customers.deals.list.filters.peoplePlaceholder": "Nach Personen filtern",
+  "customers.deals.list.kpi.activeAcrossPipelines": "{deals} in {pipelines}",
+  "customers.deals.list.kpi.activeDeals": "Aktive Deals",
+  "customers.deals.list.kpi.avgDeal": "Ø Deal {value}",
+  "customers.deals.list.kpi.currencyApproxMissing": "Näherungswert; Deals in {currencies} ohne Wechselkurs sind ausgeschlossen.",
+  "customers.deals.list.kpi.currencyApproxNoBase": "Näherungswert; keine Basiswährung ist konfiguriert.",
+  "customers.deals.list.kpi.deltaTooltip": "Im Vergleich zum Vorzeitraum",
+  "customers.deals.list.kpi.deltaUnavailable": "Keine vergleichbare Änderung",
+  "customers.deals.list.kpi.error": "Metriken konnten nicht geladen werden",
+  "customers.deals.list.kpi.frag.activeDeals.few": "{count} aktive Deals",
+  "customers.deals.list.kpi.frag.activeDeals.many": "{count} aktive Deals",
+  "customers.deals.list.kpi.frag.activeDeals.one": "{count} aktiver Deal",
+  "customers.deals.list.kpi.frag.activeDeals.other": "{count} aktive Deals",
+  "customers.deals.list.kpi.frag.dealsClosed.few": "{count} Deals in diesem Quartal abgeschlossen",
+  "customers.deals.list.kpi.frag.dealsClosed.many": "{count} Deals in diesem Quartal abgeschlossen",
+  "customers.deals.list.kpi.frag.dealsClosed.one": "{count} Deal in diesem Quartal abgeschlossen",
+  "customers.deals.list.kpi.frag.dealsClosed.other": "{count} Deals in diesem Quartal abgeschlossen",
+  "customers.deals.list.kpi.frag.needAttention.few": "{count} benötigen Aufmerksamkeit",
+  "customers.deals.list.kpi.frag.needAttention.many": "{count} benötigen Aufmerksamkeit",
+  "customers.deals.list.kpi.frag.needAttention.one": "{count} benötigt Aufmerksamkeit",
+  "customers.deals.list.kpi.frag.needAttention.other": "{count} benötigen Aufmerksamkeit",
+  "customers.deals.list.kpi.frag.owners.few": "{count} Inhaber",
+  "customers.deals.list.kpi.frag.owners.many": "{count} Inhaber",
+  "customers.deals.list.kpi.frag.owners.one": "{count} Inhaber",
+  "customers.deals.list.kpi.frag.owners.other": "{count} Inhaber",
+  "customers.deals.list.kpi.frag.pipelines.few": "{count} Pipelines",
+  "customers.deals.list.kpi.frag.pipelines.many": "{count} Pipelines",
+  "customers.deals.list.kpi.frag.pipelines.one": "{count} Pipeline",
+  "customers.deals.list.kpi.frag.pipelines.other": "{count} Pipelines",
+  "customers.deals.list.kpi.fromLastQuarter": "von {value}% im letzten Quartal",
+  "customers.deals.list.kpi.ownersNeedAttention": "{owners} · {attention}",
+  "customers.deals.list.kpi.pipelineValue": "Pipeline-Wert",
+  "customers.deals.list.kpi.retry": "Erneut versuchen",
+  "customers.deals.list.kpi.scopeAllPipelinesThisQuarter": "Alle Pipelines · dieses Quartal",
+  "customers.deals.list.kpi.unassignedStage": "Nicht zugewiesen",
+  "customers.deals.list.kpi.updating": "Metriken werden aktualisiert",
+  "customers.deals.list.kpi.winRate": "Gewinnrate",
+  "customers.deals.list.kpi.wonThisQuarter": "Gewonnen dieses Quartal",
   "customers.deals.list.noValue": "Nicht gesetzt",
   "customers.deals.list.refresh": "Aktualisieren",
   "customers.deals.list.searchPlaceholder": "Geschäfte suchen…",
   "customers.deals.list.title": "Geschäfte",
+  "customers.deals.list.unknownOwner": "Unbekannter Inhaber",
   "customers.deals.list.unnamedCompany": "Unbenanntes Unternehmen",
   "customers.deals.list.unnamedPerson": "Unbenannte Person",
   "customers.deals.pipeline.actions.openDeal": "Deal öffnen",

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

@@ -1154,6 +1154,9 @@
   "customers.deals.list.bulkDelete.progressName": "Delete selected deals",
   "customers.deals.list.bulkDelete.success": "{count} deals deleted",
   "customers.deals.list.bulkDelete.title": "Delete {count} deals?",
+  "customers.deals.list.close.lost": "Lost",
+  "customers.deals.list.close.overdue": "Overdue",
+  "customers.deals.list.close.won": "Won",
   "customers.deals.list.columns.companies": "Companies",
   "customers.deals.list.columns.expectedClose": "Expected close",
   "customers.deals.list.columns.owner": "Owner",
@@ -1171,12 +1174,52 @@
   "customers.deals.list.error.load": "Unable to load deals list",
   "customers.deals.list.filters.companies": "Companies",
   "customers.deals.list.filters.companiesPlaceholder": "Filter by companies",
+  "customers.deals.list.filters.needsAttention": "Needs attention",
+  "customers.deals.list.filters.needsAttentionRemove": "Remove needs attention filter",
   "customers.deals.list.filters.people": "People",
   "customers.deals.list.filters.peoplePlaceholder": "Filter by people",
+  "customers.deals.list.kpi.activeAcrossPipelines": "{deals} across {pipelines}",
+  "customers.deals.list.kpi.activeDeals": "Active deals",
+  "customers.deals.list.kpi.avgDeal": "avg deal {value}",
+  "customers.deals.list.kpi.currencyApproxMissing": "Approximate; deals in {currencies} without a rate are excluded.",
+  "customers.deals.list.kpi.currencyApproxNoBase": "Approximate; no base currency is configured.",
+  "customers.deals.list.kpi.deltaTooltip": "Compared to previous period",
+  "customers.deals.list.kpi.deltaUnavailable": "No comparable change",
+  "customers.deals.list.kpi.error": "Couldn't load deal metrics",
+  "customers.deals.list.kpi.frag.activeDeals.few": "{count} active deals",
+  "customers.deals.list.kpi.frag.activeDeals.many": "{count} active deals",
+  "customers.deals.list.kpi.frag.activeDeals.one": "{count} active deal",
+  "customers.deals.list.kpi.frag.activeDeals.other": "{count} active deals",
+  "customers.deals.list.kpi.frag.dealsClosed.few": "{count} deals closed this quarter",
+  "customers.deals.list.kpi.frag.dealsClosed.many": "{count} deals closed this quarter",
+  "customers.deals.list.kpi.frag.dealsClosed.one": "{count} deal closed this quarter",
+  "customers.deals.list.kpi.frag.dealsClosed.other": "{count} deals closed this quarter",
+  "customers.deals.list.kpi.frag.needAttention.few": "{count} need attention",
+  "customers.deals.list.kpi.frag.needAttention.many": "{count} need attention",
+  "customers.deals.list.kpi.frag.needAttention.one": "{count} needs attention",
+  "customers.deals.list.kpi.frag.needAttention.other": "{count} need attention",
+  "customers.deals.list.kpi.frag.owners.few": "{count} owners",
+  "customers.deals.list.kpi.frag.owners.many": "{count} owners",
+  "customers.deals.list.kpi.frag.owners.one": "{count} owner",
+  "customers.deals.list.kpi.frag.owners.other": "{count} owners",
+  "customers.deals.list.kpi.frag.pipelines.few": "{count} pipelines",
+  "customers.deals.list.kpi.frag.pipelines.many": "{count} pipelines",
+  "customers.deals.list.kpi.frag.pipelines.one": "{count} pipeline",
+  "customers.deals.list.kpi.frag.pipelines.other": "{count} pipelines",
+  "customers.deals.list.kpi.fromLastQuarter": "from {value}% last quarter",
+  "customers.deals.list.kpi.ownersNeedAttention": "{owners} · {attention}",
+  "customers.deals.list.kpi.pipelineValue": "Pipeline value",
+  "customers.deals.list.kpi.retry": "Retry",
+  "customers.deals.list.kpi.scopeAllPipelinesThisQuarter": "All pipelines · this quarter",
+  "customers.deals.list.kpi.unassignedStage": "Unassigned",
+  "customers.deals.list.kpi.updating": "Updating metrics",
+  "customers.deals.list.kpi.winRate": "Win rate",
+  "customers.deals.list.kpi.wonThisQuarter": "Won this quarter",
   "customers.deals.list.noValue": "Not set",
   "customers.deals.list.refresh": "Refresh",
   "customers.deals.list.searchPlaceholder": "Search by title, description…",
   "customers.deals.list.title": "Deals",
+  "customers.deals.list.unknownOwner": "Unknown owner",
   "customers.deals.list.unnamedCompany": "Unnamed company",
   "customers.deals.list.unnamedPerson": "Unnamed person",
   "customers.deals.pipeline.actions.openDeal": "Open deal",

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

@@ -1154,6 +1154,9 @@
   "customers.deals.list.bulkDelete.progressName": "Eliminar negocios seleccionados",
   "customers.deals.list.bulkDelete.success": "{count} deals deleted",
   "customers.deals.list.bulkDelete.title": "Delete {count} deals?",
+  "customers.deals.list.close.lost": "Perdido",
+  "customers.deals.list.close.overdue": "Vencido",
+  "customers.deals.list.close.won": "Ganado",
   "customers.deals.list.columns.companies": "Empresas",
   "customers.deals.list.columns.expectedClose": "Cierre esperado",
   "customers.deals.list.columns.owner": "Responsable",
@@ -1171,12 +1174,52 @@
   "customers.deals.list.error.load": "No se pudo cargar la lista de negocios",
   "customers.deals.list.filters.companies": "Empresas",
   "customers.deals.list.filters.companiesPlaceholder": "Filtrar por empresas",
+  "customers.deals.list.filters.needsAttention": "Requiere atención",
+  "customers.deals.list.filters.needsAttentionRemove": "Quitar filtro de requiere atención",
   "customers.deals.list.filters.people": "Personas",
   "customers.deals.list.filters.peoplePlaceholder": "Filtrar por personas",
+  "customers.deals.list.kpi.activeAcrossPipelines": "{deals} en {pipelines}",
+  "customers.deals.list.kpi.activeDeals": "Negocios activos",
+  "customers.deals.list.kpi.avgDeal": "negocio medio {value}",
+  "customers.deals.list.kpi.currencyApproxMissing": "Aproximado; se excluyen los negocios en {currencies} sin tipo de cambio.",
+  "customers.deals.list.kpi.currencyApproxNoBase": "Aproximado; no hay moneda base configurada.",
+  "customers.deals.list.kpi.deltaTooltip": "Comparado con el período anterior",
+  "customers.deals.list.kpi.deltaUnavailable": "Sin cambio comparable",
+  "customers.deals.list.kpi.error": "No se pudieron cargar las métricas",
+  "customers.deals.list.kpi.frag.activeDeals.few": "{count} negocios activos",
+  "customers.deals.list.kpi.frag.activeDeals.many": "{count} negocios activos",
+  "customers.deals.list.kpi.frag.activeDeals.one": "{count} negocio activo",
+  "customers.deals.list.kpi.frag.activeDeals.other": "{count} negocios activos",
+  "customers.deals.list.kpi.frag.dealsClosed.few": "{count} negocios cerrados este trimestre",
+  "customers.deals.list.kpi.frag.dealsClosed.many": "{count} negocios cerrados este trimestre",
+  "customers.deals.list.kpi.frag.dealsClosed.one": "{count} negocio cerrado este trimestre",
+  "customers.deals.list.kpi.frag.dealsClosed.other": "{count} negocios cerrados este trimestre",
+  "customers.deals.list.kpi.frag.needAttention.few": "{count} requieren atención",
+  "customers.deals.list.kpi.frag.needAttention.many": "{count} requieren atención",
+  "customers.deals.list.kpi.frag.needAttention.one": "{count} requiere atención",
+  "customers.deals.list.kpi.frag.needAttention.other": "{count} requieren atención",
+  "customers.deals.list.kpi.frag.owners.few": "{count} responsables",
+  "customers.deals.list.kpi.frag.owners.many": "{count} responsables",
+  "customers.deals.list.kpi.frag.owners.one": "{count} responsable",
+  "customers.deals.list.kpi.frag.owners.other": "{count} responsables",
+  "customers.deals.list.kpi.frag.pipelines.few": "{count} pipelines",
+  "customers.deals.list.kpi.frag.pipelines.many": "{count} pipelines",
+  "customers.deals.list.kpi.frag.pipelines.one": "{count} pipeline",
+  "customers.deals.list.kpi.frag.pipelines.other": "{count} pipelines",
+  "customers.deals.list.kpi.fromLastQuarter": "desde {value}% el trimestre pasado",
+  "customers.deals.list.kpi.ownersNeedAttention": "{owners} · {attention}",
+  "customers.deals.list.kpi.pipelineValue": "Valor del pipeline",
+  "customers.deals.list.kpi.retry": "Reintentar",
+  "customers.deals.list.kpi.scopeAllPipelinesThisQuarter": "Todos los pipelines · este trimestre",
+  "customers.deals.list.kpi.unassignedStage": "Sin asignar",
+  "customers.deals.list.kpi.updating": "Actualizando métricas",
+  "customers.deals.list.kpi.winRate": "Tasa de éxito",
+  "customers.deals.list.kpi.wonThisQuarter": "Ganados este trimestre",
   "customers.deals.list.noValue": "Sin definir",
   "customers.deals.list.refresh": "Actualizar",
   "customers.deals.list.searchPlaceholder": "Buscar negocios…",
   "customers.deals.list.title": "Negocios",
+  "customers.deals.list.unknownOwner": "Responsable desconocido",
   "customers.deals.list.unnamedCompany": "Empresa sin nombre",
   "customers.deals.list.unnamedPerson": "Persona sin nombre",
   "customers.deals.pipeline.actions.openDeal": "Abrir oportunidad",

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

@@ -1154,6 +1154,9 @@
   "customers.deals.list.bulkDelete.progressName": "Usuń zaznaczone transakcje",
   "customers.deals.list.bulkDelete.success": "{count} deals deleted",
   "customers.deals.list.bulkDelete.title": "Delete {count} deals?",
+  "customers.deals.list.close.lost": "Przegrana",
+  "customers.deals.list.close.overdue": "Po terminie",
+  "customers.deals.list.close.won": "Wygrana",
   "customers.deals.list.columns.companies": "Firmy",
   "customers.deals.list.columns.expectedClose": "Planowana finalizacja",
   "customers.deals.list.columns.owner": "Właściciel",
@@ -1171,12 +1174,52 @@
   "customers.deals.list.error.load": "Nie udało się wczytać listy szans",
   "customers.deals.list.filters.companies": "Firmy",
   "customers.deals.list.filters.companiesPlaceholder": "Filtruj po firmach",
+  "customers.deals.list.filters.needsAttention": "Wymaga uwagi",
+  "customers.deals.list.filters.needsAttentionRemove": "Usuń filtr wymaga uwagi",
   "customers.deals.list.filters.people": "Osoby",
   "customers.deals.list.filters.peoplePlaceholder": "Filtruj po osobach",
+  "customers.deals.list.kpi.activeAcrossPipelines": "{deals} w {pipelines}",
+  "customers.deals.list.kpi.activeDeals": "Aktywne szanse",
+  "customers.deals.list.kpi.avgDeal": "śr. szansa {value}",
+  "customers.deals.list.kpi.currencyApproxMissing": "Wartość przybliżona; szanse w {currencies} bez kursu są pomijane.",
+  "customers.deals.list.kpi.currencyApproxNoBase": "Wartość przybliżona; nie skonfigurowano waluty bazowej.",
+  "customers.deals.list.kpi.deltaTooltip": "W porównaniu z poprzednim okresem",
+  "customers.deals.list.kpi.deltaUnavailable": "Brak porównywalnej zmiany",
+  "customers.deals.list.kpi.error": "Nie udało się załadować metryk",
+  "customers.deals.list.kpi.frag.activeDeals.few": "{count} aktywne szanse",
+  "customers.deals.list.kpi.frag.activeDeals.many": "{count} aktywnych szans",
+  "customers.deals.list.kpi.frag.activeDeals.one": "{count} aktywna szansa",
+  "customers.deals.list.kpi.frag.activeDeals.other": "{count} aktywnych szans",
+  "customers.deals.list.kpi.frag.dealsClosed.few": "{count} szanse zamknięte w tym kwartale",
+  "customers.deals.list.kpi.frag.dealsClosed.many": "{count} szans zamkniętych w tym kwartale",
+  "customers.deals.list.kpi.frag.dealsClosed.one": "{count} szansa zamknięta w tym kwartale",
+  "customers.deals.list.kpi.frag.dealsClosed.other": "{count} szans zamkniętych w tym kwartale",
+  "customers.deals.list.kpi.frag.needAttention.few": "{count} wymagają uwagi",
+  "customers.deals.list.kpi.frag.needAttention.many": "{count} wymaga uwagi",
+  "customers.deals.list.kpi.frag.needAttention.one": "{count} wymaga uwagi",
+  "customers.deals.list.kpi.frag.needAttention.other": "{count} wymaga uwagi",
+  "customers.deals.list.kpi.frag.owners.few": "{count} właścicieli",
+  "customers.deals.list.kpi.frag.owners.many": "{count} właścicieli",
+  "customers.deals.list.kpi.frag.owners.one": "{count} właściciel",
+  "customers.deals.list.kpi.frag.owners.other": "{count} właścicieli",
+  "customers.deals.list.kpi.frag.pipelines.few": "{count} pipeline'y",
+  "customers.deals.list.kpi.frag.pipelines.many": "{count} pipeline'ów",
+  "customers.deals.list.kpi.frag.pipelines.one": "{count} pipeline",
+  "customers.deals.list.kpi.frag.pipelines.other": "{count} pipeline'ów",
+  "customers.deals.list.kpi.fromLastQuarter": "z {value}% w zeszłym kwartale",
+  "customers.deals.list.kpi.ownersNeedAttention": "{owners} · {attention}",
+  "customers.deals.list.kpi.pipelineValue": "Wartość pipeline'u",
+  "customers.deals.list.kpi.retry": "Ponów",
+  "customers.deals.list.kpi.scopeAllPipelinesThisQuarter": "Wszystkie pipeline'y · ten kwartał",
+  "customers.deals.list.kpi.unassignedStage": "Nieprzypisany",
+  "customers.deals.list.kpi.updating": "Aktualizowanie metryk",
+  "customers.deals.list.kpi.winRate": "Skuteczność",
+  "customers.deals.list.kpi.wonThisQuarter": "Wygrane w tym kwartale",
   "customers.deals.list.noValue": "Brak danych",
   "customers.deals.list.refresh": "Odśwież",
   "customers.deals.list.searchPlaceholder": "Szukaj szans…",
   "customers.deals.list.title": "Szanse",
+  "customers.deals.list.unknownOwner": "Nieznany właściciel",
   "customers.deals.list.unnamedCompany": "Firma bez nazwy",
   "customers.deals.list.unnamedPerson": "Osoba bez nazwy",
   "customers.deals.pipeline.actions.openDeal": "Otwórz szansę",

package/src/modules/customers/lib/dealsMetrics.ts

@@ -0,0 +1,159 @@
+import type { RateResult } from '@open-mercato/core/modules/currencies/services/exchangeRateService'
+
+/**
+ * Quarter / period helpers for the deals KPI summary. Computed in **UTC** so the
+ * window boundaries are stable regardless of the server timezone — `expected_close_at`
+ * is a bare `Date` (date-only) while `created_at` / `updated_at` are timestamptz, and
+ * mixing local-time boundaries would misbucket deals near a quarter edge.
+ */
+
+export type PeriodWindow = {
+  /** Inclusive lower bound (UTC). */
+  start: Date
+  /** Exclusive upper bound (UTC). */
+  end: Date
+}
+
+export type TrailingMonth = {
+  /** Inclusive lower bound (UTC) of the month bucket. */
+  start: Date
+  /** 'YYYY-MM' label for the bucket. */
+  label: string
+}
+
+export type DeltaDirection = 'up' | 'down' | 'unchanged'
+
+export type Delta = {
+  value: number
+  direction: DeltaDirection
+}
+
+export type CurrencySum = {
+  currency: string
+  total: number
+}
+
+export type ConvertedSums = {
+  total: number
+  convertedAll: boolean
+  missingRateCurrencies: string[]
+}
+
+function startOfQuarterUtc(year: number, quarterStartMonth: number): Date {
+  return new Date(Date.UTC(year, quarterStartMonth, 1, 0, 0, 0, 0))
+}
+
+/**
+ * Returns the [start, end) window of the calendar quarter that contains `now`,
+ * in UTC. Quarters are fixed 3-month blocks: Jan–Mar, Apr–Jun, Jul–Sep, Oct–Dec.
+ * `end` is exclusive (the start of the next quarter).
+ */
+export function getQuarterWindow(now: Date): PeriodWindow {
+  const year = now.getUTCFullYear()
+  const quarterIndex = Math.floor(now.getUTCMonth() / 3)
+  const startMonth = quarterIndex * 3
+  const start = startOfQuarterUtc(year, startMonth)
+  const end = startOfQuarterUtc(year, startMonth + 3)
+  return { start, end }
+}
+
+/**
+ * Returns the [start, end) window of the quarter immediately preceding the one
+ * that contains `now`, in UTC. `end` is exclusive and equals the current quarter's start.
+ */
+export function getPreviousQuarterWindow(now: Date): PeriodWindow {
+  const current = getQuarterWindow(now)
+  const start = startOfQuarterUtc(current.start.getUTCFullYear(), current.start.getUTCMonth() - 3)
+  return { start, end: current.start }
+}
+
+function monthLabel(year: number, monthIndex: number): string {
+  const month = monthIndex + 1
+  return `${year}-${month < 10 ? `0${month}` : month}`
+}
+
+/**
+ * Returns `count` trailing month buckets ending with the month that contains `now`,
+ * ordered oldest → newest. Each bucket exposes its UTC start and a 'YYYY-MM' label.
+ * Used to drive the win-rate sparkline series.
+ */
+export function getTrailingMonths(now: Date, count: number): TrailingMonth[] {
+  const buckets: TrailingMonth[] = []
+  const baseYear = now.getUTCFullYear()
+  const baseMonth = now.getUTCMonth()
+  for (let offset = count - 1; offset >= 0; offset -= 1) {
+    const start = new Date(Date.UTC(baseYear, baseMonth - offset, 1, 0, 0, 0, 0))
+    buckets.push({ start, label: monthLabel(start.getUTCFullYear(), start.getUTCMonth()) })
+  }
+  return buckets
+}
+
+/**
+ * Percentage change of `current` relative to `previous`, rounded to whole percent.
+ * When there is no previous-period baseline, avoid reporting artificial growth.
+ */
+export function computeDelta(current: number, previous: number): Delta {
+  if (previous === 0) {
+    return { value: 0, direction: 'unchanged' }
+  }
+  const change = ((current - previous) / Math.abs(previous)) * 100
+  const value = Math.round(change)
+  if (value > 0) return { value, direction: 'up' }
+  if (value < 0) return { value, direction: 'down' }
+  return { value: 0, direction: 'unchanged' }
+}
+
+function extractRate(result: RateResult | undefined): number | null {
+  if (!result || result.rates.length === 0) return null
+  const rate = Number(result.rates[0].rate)
+  if (!Number.isFinite(rate) || rate <= 0) return null
+  return rate
+}
+
+/**
+ * Converts per-currency sums to the tenant base currency, mirroring the conversion
+ * logic in `api/deals/aggregate/route.ts`:
+ *  - the base currency stays 1:1,
+ *  - other currencies multiply by the rate from `rates` (keyed `"FROM/BASE"`),
+ *  - a currency with no usable rate is excluded from `total` and flagged in
+ *    `missingRateCurrencies` (with `convertedAll: false`).
+ *
+ * When `baseCode` is null there is no base currency configured, so nothing can be
+ * converted: every present currency is reported as missing and `convertedAll` is false.
+ *
+ * `rates` accepts the `Map<string, RateResult>` shape returned by
+ * `exchangeRateService.getRates` so callers can pass its output directly.
+ */
+export function convertSumsToBase(
+  perCurrency: CurrencySum[],
+  baseCode: string | null,
+  rates: Map<string, RateResult>,
+): ConvertedSums {
+  if (!baseCode) {
+    const missing = Array.from(
+      new Set(perCurrency.map((entry) => entry.currency).filter((code): code is string => Boolean(code))),
+    )
+    return { total: 0, convertedAll: missing.length === 0, missingRateCurrencies: missing }
+  }
+
+  let total = 0
+  let convertedAll = true
+  const missingRateCurrencies: string[] = []
+  for (const entry of perCurrency) {
+    if (!entry.currency) continue
+    if (entry.currency === baseCode) {
+      total += entry.total
+      continue
+    }
+    const rate = extractRate(rates.get(`${entry.currency}/${baseCode}`))
+    if (rate !== null) {
+      total += entry.total * rate
+    } else {
+      convertedAll = false
+      if (!missingRateCurrencies.includes(entry.currency)) {
+        missingRateCurrencies.push(entry.currency)
+      }
+    }
+  }
+  return { total: Math.round(total), convertedAll, missingRateCurrencies }
+}

package/src/modules/customers/migrations/Migration20260519120000_pipeline_stage_color_tones.ts

@@ -15,7 +15,7 @@ import { Migration } from '@mikro-orm/migrations';
  *   'pink', '', or NULL. Lane.tsx now reads the value directly as a tone identifier.
  *
  * Unknown / unmappable hex values collapse to 'neutral'. Forward-only — reverting tones to
- * the original hex is lossy and not supported. See `.ai/specs/2026-05-19-customers-deals-kanban-ux-review-fixes.md`.
+ * the original hex is lossy and not supported. See `.ai/specs/implemented/2026-05-19-customers-deals-kanban-ux-review-fixes.md`.
  */
 export class Migration20260519120000_pipeline_stage_color_tones extends Migration {
   override up(): void | Promise<void> {

package/src/modules/data_sync/api/run.ts

@@ -107,7 +107,7 @@ export async function POST(req: Request) {
     const stack = error instanceof Error ? error.stack : undefined
     console.error('[data_sync.run] unhandled error', { message, stack })
     return NextResponse.json(
-      { error: 'Failed to start data sync run.', message, stack },
+      { error: 'Failed to start data sync run.' },
       { status: 500 },
     )
   }