@open-mercato/core 0.6.5-develop.5382.1.f542de69af → 0.6.6-develop.5412.1.e2a52b14f0

package/dist/modules/customers/api/deals/summary/route.js

@@ -0,0 +1,402 @@
+import { NextResponse } from "next/server";
+import { z } from "zod";
+import { getAuthFromRequest } from "@open-mercato/shared/lib/auth/server";
+import { createRequestContainer } from "@open-mercato/shared/lib/di/container";
+import { resolveOrganizationScopeForRequest } from "@open-mercato/core/modules/directory/utils/organizationScope";
+import { fetchStuckDealIds } from "../../../lib/stuckDeals.js";
+import {
+  computeDelta,
+  convertSumsToBase,
+  getPreviousQuarterWindow,
+  getQuarterWindow,
+  getTrailingMonths
+} from "../../../lib/dealsMetrics.js";
+const metadata = {
+  GET: { requireAuth: true, requireFeatures: ["customers.deals.view"] }
+};
+const OPEN_STATUSES = ["open", "in_progress"];
+const TRAILING_MONTHS = 6;
+const TOP_OWNERS = 5;
+const deltaSchema = z.object({
+  value: z.number(),
+  direction: z.enum(["up", "down", "unchanged"])
+});
+const stageBreakdownSchema = z.object({
+  stage: z.string().nullable(),
+  count: z.number(),
+  value: z.number()
+});
+const ownerCountSchema = z.object({
+  id: z.string(),
+  count: z.number()
+});
+const winRatePointSchema = z.object({
+  period: z.string(),
+  rate: z.number()
+});
+const summaryResponseSchema = z.object({
+  baseCurrencyCode: z.string().nullable(),
+  convertedAll: z.boolean(),
+  missingRateCurrencies: z.array(z.string()),
+  pipelineValue: z.object({
+    value: z.number(),
+    delta: deltaSchema,
+    stages: z.array(stageBreakdownSchema)
+  }),
+  activeDeals: z.object({
+    value: z.number(),
+    delta: deltaSchema,
+    ownersCount: z.number(),
+    needAttention: z.number(),
+    owners: z.array(ownerCountSchema),
+    ownersOverflow: z.number()
+  }),
+  wonThisQuarter: z.object({
+    value: z.number(),
+    delta: deltaSchema,
+    dealsClosed: z.number(),
+    avgDeal: z.number()
+  }),
+  winRate: z.object({
+    value: z.number(),
+    deltaPp: z.number(),
+    direction: z.enum(["up", "down", "unchanged"]),
+    previousValue: z.number(),
+    series: z.array(winRatePointSchema)
+  })
+});
+const summaryErrorSchema = z.object({
+  error: z.string()
+});
+const openApi = {
+  tag: "Customers",
+  summary: "Deals KPI summary",
+  methods: {
+    GET: {
+      summary: "Pipeline KPI metrics with period-over-period deltas for the deals list",
+      description: "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.",
+      responses: [
+        { status: 200, description: "Deals KPI summary payload", schema: summaryResponseSchema }
+      ],
+      errors: [
+        { status: 401, description: "Unauthorized", schema: summaryErrorSchema }
+      ]
+    }
+  }
+};
+function toNumber(value) {
+  const parsed = Number(value ?? 0);
+  return Number.isFinite(parsed) ? parsed : 0;
+}
+function winRate(won, lost) {
+  const denom = won + lost;
+  if (denom <= 0) return 0;
+  return Math.round(100 * won / denom);
+}
+function sumsByCurrency(entries) {
+  const byCurrency = /* @__PURE__ */ new Map();
+  for (const entry of entries) {
+    const currency = (entry.currency ?? "").toString().trim().toUpperCase();
+    if (!currency) continue;
+    byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total);
+  }
+  return Array.from(byCurrency.entries()).map(([currency, total]) => ({ currency, total }));
+}
+async function GET(req) {
+  const auth = await getAuthFromRequest(req);
+  if (!auth?.tenantId || !auth.orgId) {
+    return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+  }
+  const container = await createRequestContainer();
+  const em = container.resolve("em");
+  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req });
+  const effectiveTenantId = scope.tenantId ?? auth.tenantId;
+  const orgFilterIds = Array.isArray(scope.filterIds) && scope.filterIds.length > 0 ? scope.filterIds.filter((id) => typeof id === "string" && id.length > 0) : auth.orgId ? [auth.orgId] : [];
+  if (!effectiveTenantId || orgFilterIds.length === 0) {
+    return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
+  }
+  const today = /* @__PURE__ */ new Date();
+  const currentQuarter = getQuarterWindow(today);
+  const previousQuarter = getPreviousQuarterWindow(today);
+  const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS);
+  const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start;
+  const connection = em.getConnection();
+  const baseCurrency = await connection.execute(
+    `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,
+    [effectiveTenantId, orgFilterIds[0]]
+  );
+  const baseCurrencyCode = baseCurrency[0]?.code ?? null;
+  const orgPlaceholders = orgFilterIds.map(() => "?").join(",");
+  const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`;
+  const scopeValues = [effectiveTenantId, ...orgFilterIds];
+  const openPlaceholders = OPEN_STATUSES.map(() => "?").join(",");
+  const openRows = await connection.execute(
+    `SELECT
+        pipeline_stage AS stage,
+        UPPER(COALESCE(value_currency, '')) AS currency,
+        COALESCE(SUM(value_amount), 0) AS total,
+        COUNT(*) AS count,
+        owner_user_id
+      FROM customer_deals
+      WHERE ${scopeWhere} AND status IN (${openPlaceholders})
+      GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,
+    [...scopeValues, ...OPEN_STATUSES]
+  );
+  const inflowRows = await connection.execute(
+    `SELECT
+        UPPER(COALESCE(value_currency, '')) AS currency,
+        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,
+        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,
+        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,
+        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count
+      FROM customer_deals
+      WHERE ${scopeWhere} AND status IN (${openPlaceholders})
+      GROUP BY UPPER(COALESCE(value_currency, ''))`,
+    [
+      currentQuarter.start.toISOString(),
+      currentQuarter.end.toISOString(),
+      currentQuarter.start.toISOString(),
+      currentQuarter.end.toISOString(),
+      previousQuarter.start.toISOString(),
+      previousQuarter.end.toISOString(),
+      previousQuarter.start.toISOString(),
+      previousQuarter.end.toISOString(),
+      ...scopeValues,
+      ...OPEN_STATUSES
+    ]
+  );
+  const wonRows = await connection.execute(
+    `SELECT
+        UPPER(COALESCE(value_currency, '')) AS currency,
+        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,
+        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,
+        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,
+        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count
+      FROM customer_deals
+      WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')
+      GROUP BY UPPER(COALESCE(value_currency, ''))`,
+    [
+      currentQuarter.start.toISOString(),
+      currentQuarter.end.toISOString(),
+      currentQuarter.start.toISOString(),
+      currentQuarter.end.toISOString(),
+      previousQuarter.start.toISOString(),
+      previousQuarter.end.toISOString(),
+      previousQuarter.start.toISOString(),
+      previousQuarter.end.toISOString(),
+      ...scopeValues
+    ]
+  );
+  const winLossRows = await connection.execute(
+    `SELECT
+        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,
+        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,
+        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,
+        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost
+      FROM customer_deals
+      WHERE ${scopeWhere}`,
+    [
+      currentQuarter.start.toISOString(),
+      currentQuarter.end.toISOString(),
+      currentQuarter.start.toISOString(),
+      currentQuarter.end.toISOString(),
+      previousQuarter.start.toISOString(),
+      previousQuarter.end.toISOString(),
+      previousQuarter.start.toISOString(),
+      previousQuarter.end.toISOString(),
+      ...scopeValues
+    ]
+  );
+  const seriesRows = await connection.execute(
+    `SELECT
+        to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,
+        COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,
+        COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost
+      FROM customer_deals
+      WHERE ${scopeWhere} AND updated_at >= ?
+      GROUP BY 1`,
+    [...scopeValues, seriesStart.toISOString()]
+  );
+  const overdueRows = await connection.execute(
+    `SELECT id FROM customer_deals
+      WHERE ${scopeWhere} AND status = 'open' AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
+    [...scopeValues]
+  );
+  const stuckIdLists = await Promise.all(
+    orgFilterIds.map((orgId) => fetchStuckDealIds(em, orgId, effectiveTenantId))
+  );
+  const stuckIdSet = /* @__PURE__ */ new Set();
+  for (const list of stuckIdLists) for (const id of list) stuckIdSet.add(id);
+  let openStuckIds = [];
+  if (stuckIdSet.size > 0) {
+    const stuckIdValues = Array.from(stuckIdSet);
+    const stuckPlaceholders = stuckIdValues.map(() => "?").join(",");
+    const openStuckRows = await connection.execute(
+      `SELECT id FROM customer_deals
+        WHERE ${scopeWhere} AND status IN (${openPlaceholders}) AND id IN (${stuckPlaceholders})`,
+      [...scopeValues, ...OPEN_STATUSES, ...stuckIdValues]
+    );
+    openStuckIds = openStuckRows.map((row) => row.id);
+  }
+  const attentionIds = /* @__PURE__ */ new Set();
+  for (const row of overdueRows) attentionIds.add(row.id);
+  for (const id of openStuckIds) attentionIds.add(id);
+  const stageMap = /* @__PURE__ */ new Map();
+  const openOwnerCounts = /* @__PURE__ */ new Map();
+  const openSums = [];
+  for (const row of openRows) {
+    const stageKey = row.stage ?? "__null__";
+    const total = toNumber(row.total);
+    const count = toNumber(row.count);
+    const currency = (row.currency ?? "").toString().trim().toUpperCase();
+    if (!stageMap.has(stageKey)) {
+      stageMap.set(stageKey, { stage: row.stage ?? null, count: 0, byCurrency: [] });
+    }
+    const stageAgg = stageMap.get(stageKey);
+    stageAgg.count += count;
+    if (currency) stageAgg.byCurrency.push({ currency, total });
+    openSums.push({ currency, total });
+    if (row.owner_user_id) {
+      openOwnerCounts.set(row.owner_user_id, (openOwnerCounts.get(row.owner_user_id) ?? 0) + count);
+    }
+  }
+  const distinctCurrencies = /* @__PURE__ */ new Set();
+  const collect = (entries) => {
+    for (const entry of entries) {
+      const currency = (entry.currency ?? "").toString().trim().toUpperCase();
+      if (currency && currency !== baseCurrencyCode) distinctCurrencies.add(currency);
+    }
+  };
+  collect(openSums);
+  collect(inflowRows);
+  collect(wonRows);
+  let rates = /* @__PURE__ */ new Map();
+  if (baseCurrencyCode && distinctCurrencies.size > 0) {
+    const exchange = container.resolve("exchangeRateService");
+    if (exchange) {
+      const pairs = Array.from(distinctCurrencies).map((code) => ({
+        fromCurrencyCode: code,
+        toCurrencyCode: baseCurrencyCode
+      }));
+      try {
+        rates = await exchange.getRates({
+          pairs,
+          date: today,
+          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },
+          options: { maxDaysBack: 60, autoFetch: false }
+        });
+      } catch (err) {
+        console.warn("[customers.deals.summary] exchange-rate lookup failed; falling back to per-currency totals", err);
+      }
+    }
+  }
+  const missingRateCurrencies = /* @__PURE__ */ new Set();
+  const trackMissing = (missing) => {
+    for (const code of missing) missingRateCurrencies.add(code);
+  };
+  let convertedAll = true;
+  const dominantCurrencyTotal = (entries) => {
+    const byCurrency = /* @__PURE__ */ new Map();
+    for (const entry of entries) {
+      const currency = (entry.currency ?? "").toString().trim().toUpperCase();
+      if (!currency) continue;
+      byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total);
+    }
+    let best = 0;
+    for (const total of byCurrency.values()) {
+      if (Math.abs(total) > Math.abs(best)) best = total;
+    }
+    return Math.round(best);
+  };
+  const convert = (entries) => {
+    if (!baseCurrencyCode) {
+      convertedAll = false;
+      trackMissing(sumsByCurrency(entries).map((entry) => entry.currency));
+      return dominantCurrencyTotal(entries);
+    }
+    const result = convertSumsToBase(sumsByCurrency(entries), baseCurrencyCode, rates);
+    if (!result.convertedAll) convertedAll = false;
+    trackMissing(result.missingRateCurrencies);
+    return result.total;
+  };
+  const pipelineValueTotal = convert(openSums);
+  const stages = Array.from(stageMap.values()).map((stageAgg) => ({
+    stage: stageAgg.stage,
+    count: stageAgg.count,
+    value: convert(stageAgg.byCurrency)
+  }));
+  const inflowCurrent = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })));
+  const inflowPrevious = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })));
+  const pipelineDelta = computeDelta(inflowCurrent, inflowPrevious);
+  const activeDealsCount = openRows.reduce((sum, row) => sum + toNumber(row.count), 0);
+  const ownersCount = openOwnerCounts.size;
+  const inflowCurrentCount = inflowRows.reduce((sum, row) => sum + toNumber(row.current_count), 0);
+  const inflowPreviousCount = inflowRows.reduce((sum, row) => sum + toNumber(row.previous_count), 0);
+  const activeDelta = computeDelta(inflowCurrentCount, inflowPreviousCount);
+  const sortedOwners = Array.from(openOwnerCounts.entries()).sort((a, b) => b[1] - a[1] || a[0].localeCompare(b[0]));
+  const owners = sortedOwners.slice(0, TOP_OWNERS).map(([id, count]) => ({ id, count }));
+  const ownersOverflow = Math.max(0, ownersCount - owners.length);
+  const wonCurrent = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })));
+  const wonPrevious = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })));
+  const dealsClosed = wonRows.reduce((sum, row) => sum + toNumber(row.current_count), 0);
+  const wonDelta = computeDelta(wonCurrent, wonPrevious);
+  const avgDeal = dealsClosed > 0 ? Math.round(wonCurrent / dealsClosed) : 0;
+  const winLoss = winLossRows[0];
+  const currentWon = toNumber(winLoss?.current_won);
+  const currentLost = toNumber(winLoss?.current_lost);
+  const previousWon = toNumber(winLoss?.previous_won);
+  const previousLost = toNumber(winLoss?.previous_lost);
+  const winRateValue = winRate(currentWon, currentLost);
+  const winRatePrevious = winRate(previousWon, previousLost);
+  const deltaPp = winRateValue - winRatePrevious;
+  const winRateDirection = deltaPp > 0 ? "up" : deltaPp < 0 ? "down" : "unchanged";
+  const seriesByPeriod = /* @__PURE__ */ new Map();
+  for (const row of seriesRows) {
+    seriesByPeriod.set(row.period, { won: toNumber(row.won), lost: toNumber(row.lost) });
+  }
+  const series = trailingMonths.map((month) => {
+    const point = seriesByPeriod.get(month.label);
+    const won = point?.won ?? 0;
+    const lost = point?.lost ?? 0;
+    const denom = won + lost;
+    return { period: month.label, rate: denom > 0 ? won / denom : 0 };
+  });
+  const response = {
+    baseCurrencyCode,
+    convertedAll,
+    missingRateCurrencies: Array.from(missingRateCurrencies),
+    pipelineValue: {
+      value: pipelineValueTotal,
+      delta: pipelineDelta,
+      stages
+    },
+    activeDeals: {
+      value: activeDealsCount,
+      delta: activeDelta,
+      ownersCount,
+      needAttention: attentionIds.size,
+      owners,
+      ownersOverflow
+    },
+    wonThisQuarter: {
+      value: wonCurrent,
+      delta: wonDelta,
+      dealsClosed,
+      avgDeal
+    },
+    winRate: {
+      value: winRateValue,
+      deltaPp,
+      direction: winRateDirection,
+      previousValue: winRatePrevious,
+      series
+    }
+  };
+  return NextResponse.json(response);
+}
+export {
+  GET,
+  metadata,
+  openApi
+};
+//# sourceMappingURL=route.js.map

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

@@ -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/backend/customers/deals/[id]/hooks/useDealActivities.js

@@ -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

@@ -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

@@ -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

@@ -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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