@open-mercato/core 0.6.6-develop.6465.1.019f0fb26f → 0.6.6-develop.6471.1.9ab5bdd79a

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/api/deals/route.ts"],
-  "sourcesContent": ["import { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport { CustomerDeal, CustomerDealPersonLink, CustomerDealCompanyLink } from '../../data/entities'\nimport { dealCreateSchema, dealUpdateSchema } from '../../data/validators'\nimport { E } from '#generated/entities.ids.generated'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'\nimport {\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  parseScopedCommandInput,\n} from '../utils'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport { fetchStuckDealIds } from '../../lib/stuckDeals'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst stringOrStringArray = z.union([z.string(), z.array(z.string())])\nconst OPEN_DEAL_STATUSES = ['open', 'in_progress'] as const\nconst booleanQueryParam = z.preprocess((value) => {\n  const parsed = parseBooleanFromUnknown(value)\n  return parsed === null ? value : parsed\n}, z.boolean()).optional()\n\nexport const dealListQuerySchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    id: z.string().uuid().optional(),\n    search: z.string().optional(),\n    status: stringOrStringArray.optional(),\n    pipelineStage: z.string().optional(),\n    pipelineId: stringOrStringArray.optional(),\n    pipelineStageId: z.union([z.string().uuid(), z.literal('__unassigned')]).optional(),\n    ownerUserId: stringOrStringArray.optional(),\n    expectedCloseAtFrom: z.string().optional(),\n    expectedCloseAtTo: z.string().optional(),\n    isStuck: booleanQueryParam,\n    isOverdue: booleanQueryParam,\n    needsAttention: booleanQueryParam,\n    valueCurrency: stringOrStringArray.optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    /**\n     * @deprecated Use `personId` instead. The `personEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    personEntityId: z.string().uuid().optional().describe('Deprecated; use personId'),\n    /**\n     * @deprecated Use `companyId` instead. The `companyEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    companyEntityId: z.string().uuid().optional().describe('Deprecated; use companyId'),\n    personId: stringOrStringArray.optional(),\n    companyId: stringOrStringArray.optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nexport type DealListQuery = z.infer<typeof dealListQuerySchema>\n\nfunction parseUuid(value: unknown): string | null {\n  if (typeof value !== 'string') return null\n  const trimmed = value.trim()\n  if (!trimmed.length) return null\n  const result = z.string().uuid().safeParse(trimmed)\n  return result.success ? trimmed : null\n}\n\nfunction normalizeStringList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim())\n      .filter((token) => token.length > 0)\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction parseDateInput(value: unknown): Date | null {\n  if (!(typeof value === 'string') || value.trim().length === 0) return null\n  const date = new Date(value)\n  return Number.isNaN(date.getTime()) ? null : date\n}\n\n/**\n * Pre-pagination ID narrowing for person/company filters.\n *\n * Mirrors the SQL the aggregate route uses (`EXISTS ... IN (...)`) so the list endpoint\n * and the lane-header aggregate return a consistent set of deals for the same filters.\n * Semantics: OR within a category (any selected person/company matches), AND across\n * categories (deal must match at least one person AND at least one company when both\n * filter lists are provided).\n *\n * Returns the matched deal IDs (UUIDs). An empty array means \"no deals match\" \u2014 callers\n * must intersect with `restrictedIds` (which will collapse the list to zero).\n */\nasync function fetchDealIdsMatchingAssociations(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n  personIds: string[],\n  companyIds: string[],\n): Promise<string[]> {\n  if (!personIds.length && !companyIds.length) return []\n  const where: string[] = [\n    'organization_id = ?',\n    'tenant_id = ?',\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number> = [organizationId, tenantId]\n  if (personIds.length) {\n    const placeholders = personIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`,\n    )\n    values.push(...personIds)\n  }\n  if (companyIds.length) {\n    const placeholders = companyIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`,\n    )\n    values.push(...companyIds)\n  }\n  const rows = await em.getConnection().execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals WHERE ${where.join(' AND ')}`,\n    values,\n  )\n  return rows.map((row) => row.id)\n}\n\nasync function fetchNeedAttentionDealIds(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n): Promise<string[]> {\n  const connection = em.getConnection()\n  const overdueRows = await connection.execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals\n      WHERE organization_id = ?\n        AND tenant_id = ?\n        AND deleted_at IS NULL\n        AND status = 'open'\n        AND expected_close_at IS NOT NULL\n        AND expected_close_at < CURRENT_DATE`,\n    [organizationId, tenantId],\n  )\n\n  const attentionIds = new Set(overdueRows.map((row) => row.id))\n  const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n  if (stuckIds.length > 0) {\n    const idPlaceholders = stuckIds.map(() => '?').join(',')\n    const statusPlaceholders = OPEN_DEAL_STATUSES.map(() => '?').join(',')\n    const openStuckRows = await connection.execute<Array<{ id: string }>>(\n      `SELECT id FROM customer_deals\n        WHERE organization_id = ?\n          AND tenant_id = ?\n          AND deleted_at IS NULL\n          AND status IN (${statusPlaceholders})\n          AND id IN (${idPlaceholders})`,\n      [organizationId, tenantId, ...OPEN_DEAL_STATUSES, ...stuckIds],\n    )\n    for (const row of openStuckRows) attentionIds.add(row.id)\n  }\n\n  return Array.from(attentionIds)\n}\n\nfunction normalizeCurrencyList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim().toUpperCase())\n      .filter((token) => /^[A-Z]{3}$/.test(token))\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction normalizeUuidList(values: Array<unknown>): string[] {\n  const set = new Set<string>()\n  values.forEach((candidate) => {\n    if (Array.isArray(candidate)) {\n      candidate.forEach((entry) => {\n        const parsed = parseUuid(entry)\n        if (parsed) set.add(parsed)\n      })\n      return\n    }\n    if (typeof candidate === 'string' && candidate.includes(',')) {\n      candidate\n        .split(',')\n        .map((entry) => entry.trim())\n        .forEach((entry) => {\n          const parsed = parseUuid(entry)\n          if (parsed) set.add(parsed)\n        })\n      return\n    }\n    const parsed = parseUuid(candidate)\n    if (parsed) set.add(parsed)\n  })\n  return Array.from(set)\n}\n\nexport async function buildDealListFilters(query: DealListQuery, ctx?: import('@open-mercato/shared/lib/crud/factory').CrudCtx) {\n  const advancedFilterTree = consumeAdvancedFilterState(query)\n  const filters: Record<string, unknown> = {}\n  let restrictedIds: string[] | null = null\n\n  const intersectIds = (ids: string[]) => {\n    if (restrictedIds === null) {\n      restrictedIds = ids\n      return\n    }\n    const lookup = new Set(ids)\n    restrictedIds = restrictedIds.filter((id) => lookup.has(id))\n  }\n\n  if (query.id) filters.id = { $eq: query.id }\n\n  if (query.search) {\n    const matchingIds = ctx\n      ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n          ctx,\n          query: query.search,\n          sources: [\n            {\n              entityType: E.customers.customer_deal,\n              fields: [\n                'title',\n                'description',\n                'status',\n                'pipeline_stage',\n                'source',\n                'value_amount',\n                'value_currency',\n                'cf:competitive_risk',\n                'cf:implementation_complexity',\n              ],\n            },\n          ],\n        })\n      : null\n    if (matchingIds !== null && matchingIds.length > 0) {\n      intersectIds(matchingIds)\n    } else if (isTenantDataEncryptionEnabled()) {\n      // `customers:customer_deal.title` and `.description` are encrypted at rest\n      // (see `encryption.ts`). The `$ilike` fallback below would silently match\n      // nothing on the ciphertext and produce empty pages without disclosing why \u2014\n      // collapse the result to \"no matches\" instead so the kanban + list views\n      // agree, and lane aggregates stay consistent with the list endpoint.\n      intersectIds([])\n    } else {\n      const searchPattern = `%${escapeLikePattern(query.search)}%`\n      filters.$or = [\n        { title: { $ilike: searchPattern } },\n        { description: { $ilike: searchPattern } },\n      ]\n    }\n  }\n\n  const statusList = query.status ? normalizeStringList(query.status) : []\n  if (statusList.length > 0) {\n    filters.status = statusList.length === 1 ? { $eq: statusList[0] } : { $in: statusList }\n  }\n\n  if (query.pipelineStage) {\n    filters.pipeline_stage = { $eq: query.pipelineStage }\n  }\n\n  const pipelineIds = query.pipelineId ? normalizeUuidList([query.pipelineId]) : []\n  if (pipelineIds.length > 0) {\n    filters.pipeline_id = pipelineIds.length === 1 ? { $eq: pipelineIds[0] } : { $in: pipelineIds }\n  }\n\n  if (query.pipelineStageId === '__unassigned') {\n    filters.pipeline_stage_id = { $eq: null }\n  } else if (query.pipelineStageId) {\n    filters.pipeline_stage_id = { $eq: query.pipelineStageId }\n  }\n\n  const ownerUserIds = query.ownerUserId ? normalizeUuidList([query.ownerUserId]) : []\n  if (ownerUserIds.length > 0) {\n    filters.owner_user_id =\n      ownerUserIds.length === 1 ? { $eq: ownerUserIds[0] } : { $in: ownerUserIds }\n  }\n\n  // Currency filter (additive; sourced by the kanban Currency popover). Codes are\n  // normalised to upper-case so `usd` / `USD` / mixed-case query params all hit the same\n  // stored value (the deals API persists `value_currency` upper-case already).\n  const currencyCodes = query.valueCurrency ? normalizeCurrencyList(query.valueCurrency) : []\n  if (currencyCodes.length > 0) {\n    filters.value_currency =\n      currencyCodes.length === 1 ? { $eq: currencyCodes[0] } : { $in: currencyCodes }\n  }\n\n  const expectedCloseFrom = parseDateInput(query.expectedCloseAtFrom)\n  const expectedCloseTo = parseDateInput(query.expectedCloseAtTo)\n  if (expectedCloseFrom || expectedCloseTo) {\n    const range: Record<string, Date> = {}\n    if (expectedCloseFrom) range.$gte = expectedCloseFrom\n    if (expectedCloseTo) range.$lte = expectedCloseTo\n    filters.expected_close_at = range\n  }\n\n  if (query.isOverdue && !query.needsAttention) {\n    const today = new Date()\n    today.setHours(0, 0, 0, 0)\n    if (statusList.length === 0) {\n      filters.status = { $eq: 'open' }\n    }\n    const existingRange =\n      filters.expected_close_at && typeof filters.expected_close_at === 'object'\n        ? (filters.expected_close_at as Record<string, Date>)\n        : {}\n    existingRange.$lt = today\n    filters.expected_close_at = existingRange\n  }\n\n  if (query.isStuck && !query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // CrudCtx.auth carries `orgId` (not `organizationId`). The previous code referenced\n    // `organizationId` which is always `undefined`, so the typeof check below silently\n    // skipped the entire isStuck branch \u2014 `?isStuck=true` was a no-op on this endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n      intersectIds(stuckIds)\n    }\n  }\n\n  if (query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const attentionIds = await fetchNeedAttentionDealIds(em, organizationId, tenantId)\n      intersectIds(attentionIds)\n    }\n  }\n\n  // Pre-pagination association filter. Must run on the FULL dataset (before pagination),\n  // otherwise matching deals on later pages disappear and `total` would be wrong. Read the\n  // raw URL too so legacy `?personEntityId=` / `?companyEntityId=` keep working alongside the\n  // canonical `?personId=` / `?companyId=`.\n  const url = ctx?.request ? new URL(ctx.request.url) : null\n  const personCandidates: unknown[] = [query.personId, query.personEntityId]\n  const companyCandidates: unknown[] = [query.companyId, query.companyEntityId]\n  if (url) {\n    personCandidates.push(url.searchParams.getAll('personId'))\n    personCandidates.push(url.searchParams.getAll('personEntityId'))\n    companyCandidates.push(url.searchParams.getAll('companyId'))\n    companyCandidates.push(url.searchParams.getAll('companyEntityId'))\n  }\n  const selectedPersonIds = normalizeUuidList(personCandidates)\n  const selectedCompanyIds = normalizeUuidList(companyCandidates)\n  if ((selectedPersonIds.length > 0 || selectedCompanyIds.length > 0) && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // `ctx.auth` exposes `orgId` (see AuthContext in @open-mercato/shared/lib/auth/server).\n    // Read it under the correct key \u2014 the previous code's `organizationId` would always be\n    // `undefined`, silently disabling association filtering on the deals list endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const matchedIds = await fetchDealIdsMatchingAssociations(\n        em,\n        organizationId,\n        tenantId,\n        selectedPersonIds,\n        selectedCompanyIds,\n      )\n      // intersectIds with empty array \u2192 no rows; collapses the page to zero, total stays correct.\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (ctx && advancedFilterTree) {\n    const advancedFilters = mergeAdvancedFilterTree({ ...filters }, advancedFilterTree)\n    const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n      ctx,\n      entityId: E.customers.customer_deal,\n      filters: advancedFilters,\n    })\n    if (matchedIds !== null) {\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (restrictedIds !== null) {\n    applyEntityIdRestriction(filters, restrictedIds)\n  }\n\n  return filters\n}\n\nconst crud = makeCrudRoute<unknown, unknown, DealListQuery>({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerDeal,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_deal,\n  },\n  enrichers: { entityId: 'customers.deal' },\n  list: {\n    schema: dealListQuerySchema,\n    entityId: E.customers.customer_deal,\n    fields: [\n      'id',\n      'title',\n      'description',\n      'status',\n      'pipeline_stage',\n      'pipeline_id',\n      'pipeline_stage_id',\n      'value_amount',\n      'value_currency',\n      'probability',\n      'expected_close_at',\n      'owner_user_id',\n      'source',\n      'closure_outcome',\n      'loss_reason_id',\n      'loss_notes',\n      'organization_id',\n      'tenant_id',\n      'created_at',\n      'updated_at',\n    ],\n    decorateCustomFields: {\n      entityIds: E.customers.customer_deal,\n    },\n    sortFieldMap: {\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n      title: 'title',\n      value: 'value_amount',\n      probability: 'probability',\n      expectedCloseAt: 'expected_close_at',\n    },\n    buildFilters: buildDealListFilters,\n  },\n  actions: {\n    create: {\n      commandId: 'customers.deals.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealCreateSchema, raw ?? {}, ctx, translate)\n      },\n      response: ({ result }) => ({ id: result?.dealId ?? result?.id ?? null }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.deals.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealUpdateSchema, raw ?? {}, ctx, translate)\n      },\n      response: () => ({ ok: true }),\n    },\n    delete: {\n      commandId: 'customers.deals.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.deal_required', 'Deal id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    // afterList only DECORATES results with `people`/`companies` arrays \u2014 it must not filter,\n    // because filtering after pagination would drop deals on later pages and rewrite `total`\n    // to a misleading value. Association filtering happens pre-pagination in `buildFilters`\n    // via `fetchDealIdsMatchingAssociations`.\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload.items) ? payload.items : []\n      if (!items.length) return\n      const scopeSource = (items[0] ?? {}) as Record<string, unknown>\n      const tenantIdRaw = scopeSource.tenantId ?? scopeSource.tenant_id\n      const fallbackTenantId = (typeof tenantIdRaw === 'string' && tenantIdRaw.trim().length ? tenantIdRaw : null) ?? ctx.auth?.tenantId ?? null\n      const orgIdRaw = scopeSource.organizationId ?? scopeSource.organization_id\n      const fallbackOrganizationId = (typeof orgIdRaw === 'string' && orgIdRaw.trim().length ? orgIdRaw : null) ?? ctx.auth?.orgId ?? null\n      const ids = items\n        .map((item: unknown) => {\n          if (!item || typeof item !== 'object') return null\n          const candidate = (item as Record<string, unknown>).id\n          return typeof candidate === 'string' && candidate.trim().length ? candidate : null\n        })\n        .filter((value: string | null): value is string => typeof value === 'string' && value.length > 0)\n      if (!ids.length) {\n        payload.items = []\n        payload.total = 0\n        return\n      }\n      try {\n        const em = (ctx.container.resolve('em') as EntityManager)\n        const [allPersonLinks, allCompanyLinks] = await Promise.all([\n          findWithDecryption(\n            em,\n            CustomerDealPersonLink,\n            { deal: { $in: ids } },\n            { populate: ['person'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n          findWithDecryption(\n            em,\n            CustomerDealCompanyLink,\n            { deal: { $in: ids } },\n            { populate: ['company'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n        ])\n\n        const personAssignments = new Map<string, { id: string; label: string }[]>()\n        allPersonLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const personRef = link.person\n          const personRecord = personRef && typeof personRef === 'object' ? personRef as unknown as Record<string, unknown> : null\n          const personId = typeof personRef === 'string' ? personRef\n            : personRecord && typeof personRecord.id === 'string' ? personRecord.id\n            : null\n          if (!personId) return\n          const label = personRecord && typeof personRecord.displayName === 'string'\n            ? personRecord.displayName\n            : ''\n          const bucket = personAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === personId)) {\n            bucket.push({ id: personId, label })\n            personAssignments.set(dealId, bucket)\n          }\n        })\n\n        const companyAssignments = new Map<string, { id: string; label: string }[]>()\n        allCompanyLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const companyRef = link.company\n          const companyRecord = companyRef && typeof companyRef === 'object' ? companyRef as unknown as Record<string, unknown> : null\n          const companyId = typeof companyRef === 'string' ? companyRef\n            : companyRecord && typeof companyRecord.id === 'string' ? companyRecord.id\n            : null\n          if (!companyId) return\n          const label = companyRecord && typeof companyRecord.displayName === 'string'\n            ? companyRecord.displayName\n            : ''\n          const bucket = companyAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === companyId)) {\n            bucket.push({ id: companyId, label })\n            companyAssignments.set(dealId, bucket)\n          }\n        })\n\n        const enhancedItems = items\n          .map((item: unknown) => {\n            if (!item || typeof item !== 'object') return null\n            const data = item as Record<string, unknown>\n            const candidate = typeof data.id === 'string' ? data.id : null\n            if (!candidate || !candidate.trim().length) return null\n            const people = personAssignments.get(candidate) ?? []\n            const companies = companyAssignments.get(candidate) ?? []\n            const tenantIdRaw =\n              typeof data.tenantId === 'string'\n                ? data.tenantId\n                : typeof data.tenant_id === 'string'\n                  ? data.tenant_id\n                  : null\n            const organizationIdRaw =\n              typeof data.organizationId === 'string'\n                ? data.organizationId\n                : typeof data.organization_id === 'string'\n                  ? data.organization_id\n                  : null\n            const tenantId = tenantIdRaw && tenantIdRaw.trim().length ? tenantIdRaw.trim() : null\n            const organizationId = organizationIdRaw && organizationIdRaw.trim().length ? organizationIdRaw.trim() : null\n            return {\n              ...data,\n              personIds: people.map((entry) => entry.id),\n              people,\n              companyIds: companies.map((entry) => entry.id),\n              companies,\n              tenantId,\n              organizationId,\n            }\n          })\n          .filter(\n            (item: Record<string, unknown> | null): item is Record<string, unknown> => item !== null,\n          )\n\n        payload.items = enhancedItems\n      } catch (err) {\n        // We swallow rather than fail the request because the kanban is still useful without\n        // people/companies labels (cards just lose their company pill). Tag every item with\n        // `_associations: { ok: false }` so a future surface can render a degraded-state hint\n        // instead of silently showing cards without company badges.\n        console.warn('[customers.deals] failed to decorate items with person/company links', err)\n        payload.items = items.map((item: unknown) => {\n          if (!item || typeof item !== 'object') return item\n          return {\n            ...(item as Record<string, unknown>),\n            _associations: {\n              ok: false,\n              reason: err instanceof Error ? err.message : 'unknown',\n            },\n          }\n        })\n      }\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst dealAssociationSchema = z.object({\n  id: z.string().uuid(),\n  label: z.string().nullable(),\n})\n\nconst dealListItemSchema = z\n  .object({\n    id: z.string().uuid(),\n    title: z.string().nullable(),\n    description: z.string().nullable().optional(),\n    status: z.string().nullable().optional(),\n    pipeline_stage: z.string().nullable().optional(),\n    pipeline_id: z.string().uuid().nullable().optional(),\n    pipeline_stage_id: z.string().uuid().nullable().optional(),\n    value_amount: z.number().nullable().optional(),\n    value_currency: z.string().nullable().optional(),\n    probability: z.number().nullable().optional(),\n    expected_close_at: z.string().nullable().optional(),\n    owner_user_id: z.string().uuid().nullable().optional(),\n    source: 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    updated_at: z.string().nullable().optional(),\n    personIds: z.array(z.string().uuid()).optional(),\n    people: z.array(dealAssociationSchema).optional(),\n    companyIds: z.array(z.string().uuid()).optional(),\n    companies: z.array(dealAssociationSchema).optional(),\n    organizationId: z.string().uuid().nullable().optional(),\n    tenantId: z.string().uuid().nullable().optional(),\n  })\n  .passthrough()\n\nconst dealCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Deal',\n  querySchema: dealListQuerySchema,\n  listResponseSchema: createPagedListResponseSchema(dealListItemSchema),\n  create: {\n    schema: dealCreateSchema,\n    responseSchema: dealCreateResponseSchema,\n    description: 'Creates a sales deal, optionally associating people and companies.',\n  },\n  update: {\n    schema: dealUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates pipeline position, metadata, or associations for an existing deal.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a deal by `id`. 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+  "sourcesContent": ["import { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport { CustomerDeal, CustomerDealPersonLink, CustomerDealCompanyLink } from '../../data/entities'\nimport { dealCreateSchema, dealUpdateSchema } from '../../data/validators'\nimport { E } from '#generated/entities.ids.generated'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'\nimport {\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  parseScopedCommandInput,\n} from '../utils'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport { fetchStuckDealIds } from '../../lib/stuckDeals'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst stringOrStringArray = z.union([z.string(), z.array(z.string())])\nconst OPEN_DEAL_STATUSES = ['open', 'in_progress'] as const\nconst booleanQueryParam = z.preprocess((value) => {\n  const parsed = parseBooleanFromUnknown(value)\n  return parsed === null ? value : parsed\n}, z.boolean()).optional()\n\nexport const dealListQuerySchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    id: z.string().uuid().optional(),\n    search: z.string().optional(),\n    status: stringOrStringArray.optional(),\n    pipelineStage: z.string().optional(),\n    pipelineId: stringOrStringArray.optional(),\n    pipelineStageId: z.union([z.string().uuid(), z.literal('__unassigned')]).optional(),\n    ownerUserId: stringOrStringArray.optional(),\n    expectedCloseAtFrom: z.string().optional(),\n    expectedCloseAtTo: z.string().optional(),\n    isStuck: booleanQueryParam,\n    isOverdue: booleanQueryParam,\n    needsAttention: booleanQueryParam,\n    valueCurrency: stringOrStringArray.optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    /**\n     * @deprecated Use `personId` instead. The `personEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    personEntityId: z.string().uuid().optional().describe('Deprecated; use personId'),\n    /**\n     * @deprecated Use `companyId` instead. The `companyEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    companyEntityId: z.string().uuid().optional().describe('Deprecated; use companyId'),\n    personId: stringOrStringArray.optional(),\n    companyId: stringOrStringArray.optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nexport type DealListQuery = z.infer<typeof dealListQuerySchema>\n\nfunction parseUuid(value: unknown): string | null {\n  if (typeof value !== 'string') return null\n  const trimmed = value.trim()\n  if (!trimmed.length) return null\n  const result = z.string().uuid().safeParse(trimmed)\n  return result.success ? trimmed : null\n}\n\nfunction normalizeStringList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim())\n      .filter((token) => token.length > 0)\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction parseDateInput(value: unknown): Date | null {\n  if (!(typeof value === 'string') || value.trim().length === 0) return null\n  const date = new Date(value)\n  return Number.isNaN(date.getTime()) ? null : date\n}\n\n/**\n * Pre-pagination ID narrowing for person/company filters.\n *\n * Mirrors the SQL the aggregate route uses (`EXISTS ... IN (...)`) so the list endpoint\n * and the lane-header aggregate return a consistent set of deals for the same filters.\n * Semantics: OR within a category (any selected person/company matches), AND across\n * categories (deal must match at least one person AND at least one company when both\n * filter lists are provided).\n *\n * Returns the matched deal IDs (UUIDs). An empty array means \"no deals match\" \u2014 callers\n * must intersect with `restrictedIds` (which will collapse the list to zero).\n */\nasync function fetchDealIdsMatchingAssociations(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n  personIds: string[],\n  companyIds: string[],\n): Promise<string[]> {\n  if (!personIds.length && !companyIds.length) return []\n  const where: string[] = [\n    'organization_id = ?',\n    'tenant_id = ?',\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number> = [organizationId, tenantId]\n  if (personIds.length) {\n    const placeholders = personIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`,\n    )\n    values.push(...personIds)\n  }\n  if (companyIds.length) {\n    const placeholders = companyIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`,\n    )\n    values.push(...companyIds)\n  }\n  const rows = await em.getConnection().execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals WHERE ${where.join(' AND ')}`,\n    values,\n  )\n  return rows.map((row) => row.id)\n}\n\nasync function fetchNeedAttentionDealIds(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n): Promise<string[]> {\n  const connection = em.getConnection()\n  const overdueRows = await connection.execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals\n      WHERE organization_id = ?\n        AND tenant_id = ?\n        AND deleted_at IS NULL\n        AND status = 'open'\n        AND expected_close_at IS NOT NULL\n        AND expected_close_at < CURRENT_DATE`,\n    [organizationId, tenantId],\n  )\n\n  const attentionIds = new Set(overdueRows.map((row) => row.id))\n  const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n  if (stuckIds.length > 0) {\n    const idPlaceholders = stuckIds.map(() => '?').join(',')\n    const statusPlaceholders = OPEN_DEAL_STATUSES.map(() => '?').join(',')\n    const openStuckRows = await connection.execute<Array<{ id: string }>>(\n      `SELECT id FROM customer_deals\n        WHERE organization_id = ?\n          AND tenant_id = ?\n          AND deleted_at IS NULL\n          AND status IN (${statusPlaceholders})\n          AND id IN (${idPlaceholders})`,\n      [organizationId, tenantId, ...OPEN_DEAL_STATUSES, ...stuckIds],\n    )\n    for (const row of openStuckRows) attentionIds.add(row.id)\n  }\n\n  return Array.from(attentionIds)\n}\n\nfunction normalizeCurrencyList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim().toUpperCase())\n      .filter((token) => /^[A-Z]{3}$/.test(token))\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction normalizeUuidList(values: Array<unknown>): string[] {\n  const set = new Set<string>()\n  values.forEach((candidate) => {\n    if (Array.isArray(candidate)) {\n      candidate.forEach((entry) => {\n        const parsed = parseUuid(entry)\n        if (parsed) set.add(parsed)\n      })\n      return\n    }\n    if (typeof candidate === 'string' && candidate.includes(',')) {\n      candidate\n        .split(',')\n        .map((entry) => entry.trim())\n        .forEach((entry) => {\n          const parsed = parseUuid(entry)\n          if (parsed) set.add(parsed)\n        })\n      return\n    }\n    const parsed = parseUuid(candidate)\n    if (parsed) set.add(parsed)\n  })\n  return Array.from(set)\n}\n\nexport async function buildDealListFilters(query: DealListQuery, ctx?: import('@open-mercato/shared/lib/crud/factory').CrudCtx) {\n  const advancedFilterTree = consumeAdvancedFilterState(query)\n  const filters: Record<string, unknown> = {}\n  let restrictedIds: string[] | null = null\n\n  const intersectIds = (ids: string[]) => {\n    if (restrictedIds === null) {\n      restrictedIds = ids\n      return\n    }\n    const lookup = new Set(ids)\n    restrictedIds = restrictedIds.filter((id) => lookup.has(id))\n  }\n\n  if (query.id) filters.id = { $eq: query.id }\n\n  if (query.search) {\n    const matchingIds = ctx\n      ? 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The `$ilike` fallback below would silently match\n      // nothing on the ciphertext and produce empty pages without disclosing why \u2014\n      // collapse the result to \"no matches\" instead so the kanban + list views\n      // agree, and lane aggregates stay consistent with the list endpoint.\n      intersectIds([])\n    } else {\n      const searchPattern = `%${escapeLikePattern(query.search)}%`\n      filters.$or = [\n        { title: { $ilike: searchPattern } },\n        { description: { $ilike: searchPattern } },\n      ]\n    }\n  }\n\n  const statusList = query.status ? normalizeStringList(query.status) : []\n  if (statusList.length > 0) {\n    filters.status = statusList.length === 1 ? { $eq: statusList[0] } : { $in: statusList }\n  }\n\n  if (query.pipelineStage) {\n    filters.pipeline_stage = { $eq: query.pipelineStage }\n  }\n\n  const pipelineIds = query.pipelineId ? normalizeUuidList([query.pipelineId]) : []\n  if (pipelineIds.length > 0) {\n    filters.pipeline_id = pipelineIds.length === 1 ? { $eq: pipelineIds[0] } : { $in: pipelineIds }\n  }\n\n  if (query.pipelineStageId === '__unassigned') {\n    filters.pipeline_stage_id = { $eq: null }\n  } else if (query.pipelineStageId) {\n    filters.pipeline_stage_id = { $eq: query.pipelineStageId }\n  }\n\n  const ownerUserIds = query.ownerUserId ? normalizeUuidList([query.ownerUserId]) : []\n  if (ownerUserIds.length > 0) {\n    filters.owner_user_id =\n      ownerUserIds.length === 1 ? { $eq: ownerUserIds[0] } : { $in: ownerUserIds }\n  }\n\n  // Currency filter (additive; sourced by the kanban Currency popover). Codes are\n  // normalised to upper-case so `usd` / `USD` / mixed-case query params all hit the same\n  // stored value (the deals API persists `value_currency` upper-case already).\n  const currencyCodes = query.valueCurrency ? normalizeCurrencyList(query.valueCurrency) : []\n  if (currencyCodes.length > 0) {\n    filters.value_currency =\n      currencyCodes.length === 1 ? { $eq: currencyCodes[0] } : { $in: currencyCodes }\n  }\n\n  const expectedCloseFrom = parseDateInput(query.expectedCloseAtFrom)\n  const expectedCloseTo = parseDateInput(query.expectedCloseAtTo)\n  if (expectedCloseFrom || expectedCloseTo) {\n    const range: Record<string, Date> = {}\n    if (expectedCloseFrom) range.$gte = expectedCloseFrom\n    if (expectedCloseTo) range.$lte = expectedCloseTo\n    filters.expected_close_at = range\n  }\n\n  if (query.isOverdue && !query.needsAttention) {\n    const today = new Date()\n    today.setHours(0, 0, 0, 0)\n    if (statusList.length === 0) {\n      filters.status = { $eq: 'open' }\n    }\n    const existingRange =\n      filters.expected_close_at && typeof filters.expected_close_at === 'object'\n        ? (filters.expected_close_at as Record<string, Date>)\n        : {}\n    existingRange.$lt = today\n    filters.expected_close_at = existingRange\n  }\n\n  if (query.isStuck && !query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // CrudCtx.auth carries `orgId` (not `organizationId`). The previous code referenced\n    // `organizationId` which is always `undefined`, so the typeof check below silently\n    // skipped the entire isStuck branch \u2014 `?isStuck=true` was a no-op on this endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n      intersectIds(stuckIds)\n    }\n  }\n\n  if (query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const attentionIds = await fetchNeedAttentionDealIds(em, organizationId, tenantId)\n      intersectIds(attentionIds)\n    }\n  }\n\n  // Pre-pagination association filter. Must run on the FULL dataset (before pagination),\n  // otherwise matching deals on later pages disappear and `total` would be wrong. Read the\n  // raw URL too so legacy `?personEntityId=` / `?companyEntityId=` keep working alongside the\n  // canonical `?personId=` / `?companyId=`.\n  const url = ctx?.request ? new URL(ctx.request.url) : null\n  const personCandidates: unknown[] = [query.personId, query.personEntityId]\n  const companyCandidates: unknown[] = [query.companyId, query.companyEntityId]\n  if (url) {\n    personCandidates.push(url.searchParams.getAll('personId'))\n    personCandidates.push(url.searchParams.getAll('personEntityId'))\n    companyCandidates.push(url.searchParams.getAll('companyId'))\n    companyCandidates.push(url.searchParams.getAll('companyEntityId'))\n  }\n  const selectedPersonIds = normalizeUuidList(personCandidates)\n  const selectedCompanyIds = normalizeUuidList(companyCandidates)\n  if ((selectedPersonIds.length > 0 || selectedCompanyIds.length > 0) && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // `ctx.auth` exposes `orgId` (see AuthContext in @open-mercato/shared/lib/auth/server).\n    // Read it under the correct key \u2014 the previous code's `organizationId` would always be\n    // `undefined`, silently disabling association filtering on the deals list endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const matchedIds = await fetchDealIdsMatchingAssociations(\n        em,\n        organizationId,\n        tenantId,\n        selectedPersonIds,\n        selectedCompanyIds,\n      )\n      // intersectIds with empty array \u2192 no rows; collapses the page to zero, total stays correct.\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (ctx && advancedFilterTree) {\n    const advancedFilters = mergeAdvancedFilterTree({ ...filters }, advancedFilterTree)\n    const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n      ctx,\n      entityId: E.customers.customer_deal,\n      filters: advancedFilters,\n    })\n    if (matchedIds !== null) {\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (restrictedIds !== null) {\n    applyEntityIdRestriction(filters, restrictedIds)\n  }\n\n  return filters\n}\n\nconst crud = makeCrudRoute<unknown, unknown, DealListQuery>({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerDeal,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_deal,\n  },\n  enrichers: { entityId: 'customers.deal' },\n  list: {\n    schema: dealListQuerySchema,\n    entityId: E.customers.customer_deal,\n    fields: [\n      'id',\n      'title',\n      'description',\n      'status',\n      'pipeline_stage',\n      'pipeline_id',\n      'pipeline_stage_id',\n      'value_amount',\n      'value_currency',\n      'probability',\n      'expected_close_at',\n      'owner_user_id',\n      'source',\n      'closure_outcome',\n      'loss_reason_id',\n      'loss_notes',\n      'organization_id',\n      'tenant_id',\n      'created_at',\n      'updated_at',\n    ],\n    decorateCustomFields: {\n      entityIds: E.customers.customer_deal,\n    },\n    sortFieldMap: {\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n      title: 'title',\n      value: 'value_amount',\n      probability: 'probability',\n      expectedCloseAt: 'expected_close_at',\n    },\n    buildFilters: buildDealListFilters,\n  },\n  actions: {\n    create: {\n      commandId: 'customers.deals.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealCreateSchema, raw ?? {}, ctx, translate)\n      },\n      response: ({ result }) => ({ id: result?.dealId ?? result?.id ?? null }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.deals.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealUpdateSchema, raw ?? {}, ctx, translate)\n      },\n      response: () => ({ ok: true }),\n    },\n    delete: {\n      commandId: 'customers.deals.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.deal_required', 'Deal id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    // afterList only DECORATES results with `people`/`companies` arrays \u2014 it must not filter,\n    // because filtering after pagination would drop deals on later pages and rewrite `total`\n    // to a misleading value. Association filtering happens pre-pagination in `buildFilters`\n    // via `fetchDealIdsMatchingAssociations`.\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload.items) ? payload.items : []\n      if (!items.length) return\n      const scopeSource = (items[0] ?? {}) as Record<string, unknown>\n      const tenantIdRaw = scopeSource.tenantId ?? scopeSource.tenant_id\n      const fallbackTenantId = (typeof tenantIdRaw === 'string' && tenantIdRaw.trim().length ? tenantIdRaw : null) ?? ctx.auth?.tenantId ?? null\n      const orgIdRaw = scopeSource.organizationId ?? scopeSource.organization_id\n      const fallbackOrganizationId = (typeof orgIdRaw === 'string' && orgIdRaw.trim().length ? orgIdRaw : null) ?? ctx.auth?.orgId ?? null\n      const ids = items\n        .map((item: unknown) => {\n          if (!item || typeof item !== 'object') return null\n          const candidate = (item as Record<string, unknown>).id\n          return typeof candidate === 'string' && candidate.trim().length ? candidate : null\n        })\n        .filter((value: string | null): value is string => typeof value === 'string' && value.length > 0)\n      if (!ids.length) {\n        payload.items = []\n        payload.total = 0\n        return\n      }\n      try {\n        const em = (ctx.container.resolve('em') as EntityManager)\n        const [allPersonLinks, allCompanyLinks] = await Promise.all([\n          findWithDecryption(\n            em,\n            CustomerDealPersonLink,\n            { deal: { $in: ids } },\n            { populate: ['person'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n          findWithDecryption(\n            em,\n            CustomerDealCompanyLink,\n            { deal: { $in: ids } },\n            { populate: ['company'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n        ])\n\n        const personAssignments = new Map<string, { id: string; label: string }[]>()\n        allPersonLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const personRef = link.person\n          const personRecord = personRef && typeof personRef === 'object' ? personRef as unknown as Record<string, unknown> : null\n          const personId = typeof personRef === 'string' ? personRef\n            : personRecord && typeof personRecord.id === 'string' ? personRecord.id\n            : null\n          if (!personId) return\n          const label = personRecord && typeof personRecord.displayName === 'string'\n            ? personRecord.displayName\n            : ''\n          const bucket = personAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === personId)) {\n            bucket.push({ id: personId, label })\n            personAssignments.set(dealId, bucket)\n          }\n        })\n\n        const companyAssignments = new Map<string, { id: string; label: string }[]>()\n        allCompanyLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const companyRef = link.company\n          const companyRecord = companyRef && typeof companyRef === 'object' ? companyRef as unknown as Record<string, unknown> : null\n          const companyId = typeof companyRef === 'string' ? companyRef\n            : companyRecord && typeof companyRecord.id === 'string' ? companyRecord.id\n            : null\n          if (!companyId) return\n          const label = companyRecord && typeof companyRecord.displayName === 'string'\n            ? companyRecord.displayName\n            : ''\n          const bucket = companyAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === companyId)) {\n            bucket.push({ id: companyId, label })\n            companyAssignments.set(dealId, bucket)\n          }\n        })\n\n        const enhancedItems = items\n          .map((item: unknown) => {\n            if (!item || typeof item !== 'object') return null\n            const data = item as Record<string, unknown>\n            const candidate = typeof data.id === 'string' ? data.id : null\n            if (!candidate || !candidate.trim().length) return null\n            const people = personAssignments.get(candidate) ?? []\n            const companies = companyAssignments.get(candidate) ?? []\n            const tenantIdRaw =\n              typeof data.tenantId === 'string'\n                ? data.tenantId\n                : typeof data.tenant_id === 'string'\n                  ? data.tenant_id\n                  : null\n            const organizationIdRaw =\n              typeof data.organizationId === 'string'\n                ? data.organizationId\n                : typeof data.organization_id === 'string'\n                  ? data.organization_id\n                  : null\n            const tenantId = tenantIdRaw && tenantIdRaw.trim().length ? tenantIdRaw.trim() : null\n            const organizationId = organizationIdRaw && organizationIdRaw.trim().length ? organizationIdRaw.trim() : null\n            return {\n              ...data,\n              personIds: people.map((entry) => entry.id),\n              people,\n              companyIds: companies.map((entry) => entry.id),\n              companies,\n              tenantId,\n              organizationId,\n            }\n          })\n          .filter(\n            (item: Record<string, unknown> | null): item is Record<string, unknown> => item !== null,\n          )\n\n        payload.items = enhancedItems\n      } catch (err) {\n        // We swallow rather than fail the request because the kanban is still useful without\n        // people/companies labels (cards just lose their company pill). Tag every item with\n        // `_associations: { ok: false }` so a future surface can render a degraded-state hint\n        // instead of silently showing cards without company badges.\n        logger.warn('failed to decorate items with person/company links', { component: 'deals', err })\n        payload.items = items.map((item: unknown) => {\n          if (!item || typeof item !== 'object') return item\n          return {\n            ...(item as Record<string, unknown>),\n            _associations: {\n              ok: false,\n              reason: err instanceof Error ? err.message : 'unknown',\n            },\n          }\n        })\n      }\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst dealAssociationSchema = z.object({\n  id: z.string().uuid(),\n  label: z.string().nullable(),\n})\n\nconst dealListItemSchema = z\n  .object({\n    id: z.string().uuid(),\n    title: z.string().nullable(),\n    description: z.string().nullable().optional(),\n    status: z.string().nullable().optional(),\n    pipeline_stage: z.string().nullable().optional(),\n    pipeline_id: z.string().uuid().nullable().optional(),\n    pipeline_stage_id: z.string().uuid().nullable().optional(),\n    value_amount: z.number().nullable().optional(),\n    value_currency: z.string().nullable().optional(),\n    probability: z.number().nullable().optional(),\n    expected_close_at: z.string().nullable().optional(),\n    owner_user_id: z.string().uuid().nullable().optional(),\n    source: 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    updated_at: z.string().nullable().optional(),\n    personIds: z.array(z.string().uuid()).optional(),\n    people: z.array(dealAssociationSchema).optional(),\n    companyIds: z.array(z.string().uuid()).optional(),\n    companies: z.array(dealAssociationSchema).optional(),\n    organizationId: z.string().uuid().nullable().optional(),\n    tenantId: z.string().uuid().nullable().optional(),\n  })\n  .passthrough()\n\nconst dealCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Deal',\n  querySchema: dealListQuerySchema,\n  listResponseSchema: createPagedListResponseSchema(dealListItemSchema),\n  create: {\n    schema: dealCreateSchema,\n    responseSchema: dealCreateResponseSchema,\n    description: 'Creates a sales deal, optionally associating people and companies.',\n  },\n  update: {\n    schema: dealUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates pipeline position, metadata, or associations for an existing deal.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a deal by `id`. The identifier may be provided in the body or query parameters.',\n  },\n})\n"],
+  "mappings": 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   "names": ["parsed", "tenantIdRaw"]
 }

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

@@ -11,6 +11,8 @@ import {
   getQuarterWindow,
   getTrailingMonths
 } from "../../../lib/dealsMetrics.js";
+import { createLogger } from "@open-mercato/shared/lib/logger";
+const logger = createLogger("customers");
 const metadata = {
   GET: { requireAuth: true, requireFeatures: ["customers.deals.view"] }
 };
@@ -286,7 +288,7 @@ async function GET(req) {
           options: { maxDaysBack: 60, autoFetch: false }
         });
       } catch (err) {
-        console.warn("[customers.deals.summary] exchange-rate lookup failed; falling back to per-currency totals", err);
+        logger.warn("exchange-rate lookup failed; falling back to per-currency totals", { component: "deals.summary", err });
       }
     }
   }

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

@@ -1,7 +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"],
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+  "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'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\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 ?? 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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 < ?) 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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        logger.warn('exchange-rate lookup failed; falling back to per-currency totals', { component: 'deals.summary', 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"],
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   "names": []
 }

package/dist/modules/customers/api/dictionaries/[kind]/[id]/route.js

@@ -12,6 +12,8 @@ import {
   runCrudMutationGuardAfterSuccess,
   validateCrudMutationGuard
 } from "@open-mercato/shared/lib/crud/mutation-guard";
+import { createLogger } from "@open-mercato/shared/lib/logger";
+const logger = createLogger("customers");
 const paramsSchema = z.object({
   id: z.string().uuid()
 });
@@ -160,7 +162,7 @@ async function PATCH(req, ctx) {
       return NextResponse.json(err.body, { status: err.status });
     }
     const { translate } = await resolveTranslations();
-    console.error("customers.dictionaries.update failed", err);
+    logger.error("customers.dictionaries.update failed", { err });
     return NextResponse.json({ error: translate("customers.errors.lookup_failed", "Failed to save dictionary entry") }, { status: 400 });
   }
 }
@@ -258,7 +260,7 @@ async function DELETE(req, ctx) {
       return NextResponse.json(err.body, { status: err.status });
     }
     const { translate } = await resolveTranslations();
-    console.error("customers.dictionaries.delete failed", err);
+    logger.error("customers.dictionaries.delete failed", { err });
     return NextResponse.json({ error: translate("customers.errors.lookup_failed", "Failed to delete dictionary entry") }, { status: 400 });
   }
 }

package/dist/modules/customers/api/dictionaries/[kind]/[id]/route.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../src/modules/customers/api/dictionaries/%5Bkind%5D/%5Bid%5D/route.ts"],
-  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport { CrudHttpError, isCrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport type { CommandBus } from '@open-mercato/shared/lib/commands'\nimport { serializeOperationMetadata } from '@open-mercato/shared/lib/commands/operationMetadata'\nimport type { CommandExecuteResult } from '@open-mercato/shared/lib/commands/types'\nimport { CustomerDictionaryEntry } from '../../../../data/entities'\nimport { mapDictionaryKind, resolveDictionaryActorId, resolveDictionaryRouteContext } from '../../context'\nimport { invalidateDictionaryCache } from '../../cache'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { readJsonSafe } from '@open-mercato/shared/lib/http/readJsonSafe'\nimport { findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  runCrudMutationGuardAfterSuccess,\n  validateCrudMutationGuard,\n} from '@open-mercato/shared/lib/crud/mutation-guard'\n\nconst paramsSchema = z.object({\n  id: z.string().uuid(),\n})\n\nconst patchSchema = z\n  .object({\n    value: z.string().trim().min(1).max(150).optional(),\n    label: z.string().trim().max(150).optional(),\n    color: z.union([z.string().trim(), z.null()]).optional(),\n    icon: z.union([z.string().trim(), z.null()]).optional(),\n  })\n  .refine((input) => input.value !== undefined || input.label !== undefined || input.color !== undefined || input.icon !== undefined, {\n    message: 'No changes provided',\n  })\n\nexport const metadata = {\n  PATCH: { requireAuth: true, requireFeatures: ['customers.settings.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.settings.manage'] },\n}\n\nfunction formatCountMessage(template: string, count: number) {\n  return template.replace('{{count}}', String(count))\n}\n\nexport async function PATCH(req: Request, ctx: { params?: { kind?: string; id?: string } }) {\n  try {\n    const routeContext = await resolveDictionaryRouteContext(req)\n    if (!routeContext.organizationId) {\n      throw new CrudHttpError(400, { error: routeContext.translate('customers.errors.organization_required', 'Organization context is required') })\n    }\n    const { mappedKind } = mapDictionaryKind(ctx.params?.kind)\n    const { id } = paramsSchema.parse({ id: ctx.params?.id })\n    const payload = patchSchema.parse(await readJsonSafe(req, {}))\n    const guardUserId = resolveDictionaryActorId(routeContext.auth)\n    const guardResult = await validateCrudMutationGuard(routeContext.container, {\n      tenantId: routeContext.tenantId,\n      organizationId: routeContext.organizationId,\n      userId: guardUserId,\n      resourceKind: 'customers.dictionary_entry',\n      resourceId: id,\n      operation: 'update',\n      requestMethod: req.method,\n      requestHeaders: req.headers,\n      mutationPayload: payload,\n    })\n    if (guardResult && !guardResult.ok) {\n      return NextResponse.json(guardResult.body, { status: guardResult.status })\n    }\n    const commandBus = (routeContext.container.resolve('commandBus') as CommandBus)\n    let commandResult: CommandExecuteResult<{ entryId: string; changed: boolean }>\n    try {\n      commandResult = (await commandBus.execute('customers.dictionaryEntries.update', {\n        input: {\n          id,\n          tenantId: routeContext.tenantId,\n          organizationId: routeContext.organizationId,\n          kind: mappedKind,\n          value: payload.value,\n          label: payload.label,\n          color: payload.color,\n          icon: payload.icon,\n        },\n        ctx: routeContext.ctx,\n      })) as CommandExecuteResult<{ entryId: string; changed: boolean }>\n    } catch (err) {\n      if (isCrudHttpError(err)) {\n        if (err.status === 404) {\n          throw new CrudHttpError(404, { error: routeContext.translate('customers.errors.lookup_failed', 'Dictionary entry not found') })\n        }\n        if (err.status === 409) {\n          if ((err.body as Record<string, unknown> | undefined)?.code === 'role_type_in_use') {\n            const usageCount = Number((err.body as Record<string, unknown> | undefined)?.usageCount ?? 0)\n            throw new CrudHttpError(409, {\n              ...(err.body as Record<string, unknown> | undefined),\n              error: formatCountMessage(\n                routeContext.translate(\n                  'customers.config.dictionaries.errors.roleTypeValueInUse',\n                  'This role type is assigned to {{count}} records. Remove or replace those assignments before changing its value.',\n                ),\n                usageCount,\n              ),\n            })\n          }\n          throw new CrudHttpError(409, { error: routeContext.translate('customers.config.dictionaries.errors.duplicate', 'An entry with this value already exists') })\n        }\n        if (err.status === 400) {\n          throw new CrudHttpError(400, { error: routeContext.translate('customers.errors.lookup_failed', 'Failed to save dictionary entry') })\n        }\n      }\n      throw err\n    }\n    const { result, logEntry } = commandResult\n\n    const entry = await findOneWithDecryption(\n      routeContext.em.fork(),\n      CustomerDictionaryEntry,\n      { id },\n      {},\n      {\n        tenantId: routeContext.tenantId,\n        organizationId: routeContext.organizationId,\n      },\n    )\n    if (!entry) {\n      throw new CrudHttpError(404, { error: routeContext.translate('customers.errors.lookup_failed', 'Dictionary entry not found') })\n    }\n\n    if (result.changed) {\n      await invalidateDictionaryCache(routeContext.cache, {\n        tenantId: routeContext.tenantId,\n        mappedKind,\n        organizationIds: [routeContext.organizationId],\n      })\n    }\n\n    const response = NextResponse.json({\n      id: entry.id,\n      value: entry.value,\n      label: entry.label,\n      color: entry.color,\n      icon: entry.icon,\n      organizationId: entry.organizationId,\n      isInherited: false,\n    })\n    if (logEntry?.undoToken && logEntry?.id && logEntry?.commandId) {\n      response.headers.set(\n        'x-om-operation',\n        serializeOperationMetadata({\n          id: logEntry.id,\n          undoToken: logEntry.undoToken,\n          commandId: logEntry.commandId,\n          actionLabel: logEntry.actionLabel ?? null,\n          resourceKind: logEntry.resourceKind ?? 'customers.dictionary_entry',\n          resourceId: entry.id,\n          executedAt: logEntry.createdAt instanceof Date ? logEntry.createdAt.toISOString() : undefined,\n        })\n      )\n    }\n    if (guardResult?.ok && guardResult.shouldRunAfterSuccess) {\n      await runCrudMutationGuardAfterSuccess(routeContext.container, {\n        tenantId: routeContext.tenantId,\n        organizationId: routeContext.organizationId,\n        userId: guardUserId,\n        resourceKind: 'customers.dictionary_entry',\n        resourceId: entry.id,\n        operation: 'update',\n        requestMethod: req.method,\n        requestHeaders: req.headers,\n        metadata: guardResult.metadata ?? null,\n      })\n    }\n    return response\n  } catch (err) {\n    if (isCrudHttpError(err)) {\n      return NextResponse.json(err.body, { status: err.status })\n    }\n    const { translate } = await resolveTranslations()\n    console.error('customers.dictionaries.update failed', err)\n    return NextResponse.json({ error: translate('customers.errors.lookup_failed', 'Failed to save dictionary entry') }, { status: 400 })\n  }\n}\n\nexport async function DELETE(req: Request, ctx: { params?: { kind?: string; id?: string } }) {\n  try {\n    const routeContext = await resolveDictionaryRouteContext(req)\n    if (!routeContext.organizationId) {\n      throw new CrudHttpError(400, { error: routeContext.translate('customers.errors.organization_required', 'Organization context is required') })\n    }\n    const { mappedKind } = mapDictionaryKind(ctx.params?.kind)\n    const { id } = paramsSchema.parse({ id: ctx.params?.id })\n    const guardUserId = resolveDictionaryActorId(routeContext.auth)\n    const guardResult = await validateCrudMutationGuard(routeContext.container, {\n      tenantId: routeContext.tenantId,\n      organizationId: routeContext.organizationId,\n      userId: guardUserId,\n      resourceKind: 'customers.dictionary_entry',\n      resourceId: id,\n      operation: 'delete',\n      requestMethod: req.method,\n      requestHeaders: req.headers,\n      mutationPayload: null,\n    })\n    if (guardResult && !guardResult.ok) {\n      return NextResponse.json(guardResult.body, { status: guardResult.status })\n    }\n    const commandBus = (routeContext.container.resolve('commandBus') as CommandBus)\n    let deleteResult: CommandExecuteResult<{ entryId: string }>\n    try {\n      deleteResult = (await commandBus.execute('customers.dictionaryEntries.delete', {\n        input: {\n          id,\n          tenantId: routeContext.tenantId,\n          organizationId: routeContext.organizationId,\n          kind: mappedKind,\n        },\n        ctx: routeContext.ctx,\n      })) as CommandExecuteResult<{ entryId: string }>\n    } catch (err) {\n      if (isCrudHttpError(err) && err.status === 404) {\n        throw new CrudHttpError(404, { error: routeContext.translate('customers.errors.lookup_failed', 'Dictionary entry not found') })\n      }\n      if (isCrudHttpError(err) && err.status === 409 && (err.body as Record<string, unknown> | undefined)?.code === 'role_type_in_use') {\n        const usageCount = Number((err.body as Record<string, unknown> | undefined)?.usageCount ?? 0)\n        throw new CrudHttpError(409, {\n          ...(err.body as Record<string, unknown> | undefined),\n          error: formatCountMessage(\n            routeContext.translate(\n              'customers.config.dictionaries.errors.roleTypeDeleteInUse',\n              'This role type is assigned to {{count}} records. Remove or replace those assignments before deleting it.',\n            ),\n            usageCount,\n          ),\n        })\n      }\n      throw err\n    }\n    const { logEntry } = deleteResult\n\n    await invalidateDictionaryCache(routeContext.cache, {\n      tenantId: routeContext.tenantId,\n      mappedKind,\n      organizationIds: [routeContext.organizationId],\n    })\n\n    const response = NextResponse.json({ success: true })\n    if (logEntry?.undoToken && logEntry?.id && logEntry?.commandId) {\n      response.headers.set(\n        'x-om-operation',\n        serializeOperationMetadata({\n          id: logEntry.id,\n          undoToken: logEntry.undoToken,\n          commandId: logEntry.commandId,\n          actionLabel: logEntry.actionLabel ?? null,\n          resourceKind: logEntry.resourceKind ?? 'customers.dictionary_entry',\n          resourceId: id,\n          executedAt: logEntry.createdAt instanceof Date ? logEntry.createdAt.toISOString() : undefined,\n        })\n      )\n    }\n    if (guardResult?.ok && guardResult.shouldRunAfterSuccess) {\n      await runCrudMutationGuardAfterSuccess(routeContext.container, {\n        tenantId: routeContext.tenantId,\n        organizationId: routeContext.organizationId,\n        userId: guardUserId,\n        resourceKind: 'customers.dictionary_entry',\n        resourceId: id,\n        operation: 'delete',\n        requestMethod: req.method,\n        requestHeaders: req.headers,\n        metadata: guardResult.metadata ?? null,\n      })\n    }\n    return response\n  } catch (err) {\n    if (isCrudHttpError(err)) {\n      return NextResponse.json(err.body, { status: err.status })\n    }\n    const { translate } = await resolveTranslations()\n    console.error('customers.dictionaries.delete failed', err)\n    return NextResponse.json({ error: translate('customers.errors.lookup_failed', 'Failed to delete dictionary entry') }, { status: 400 })\n  }\n}\n\nconst dictionaryEntrySchema = z.object({\n  id: z.string().uuid(),\n  value: z.string(),\n  label: z.string().nullable().optional(),\n  color: z.string().nullable().optional(),\n  icon: z.string().nullable().optional(),\n  organizationId: z.string().uuid().nullable().optional(),\n  isInherited: z.boolean().optional(),\n})\n\nconst dictionaryDeleteResponseSchema = z.object({\n  success: z.literal(true),\n})\n\nconst dictionaryErrorSchema = z.object({\n  error: z.string(),\n})\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  summary: 'Customer dictionary entry',\n  methods: {\n    PATCH: {\n      summary: 'Update dictionary entry',\n      description: 'Updates value, label, color, or icon for an existing customer dictionary entry.',\n      requestBody: {\n        contentType: 'application/json',\n        schema: patchSchema,\n      },\n      responses: [\n        { status: 200, description: 'Updated dictionary entry', schema: dictionaryEntrySchema },\n      ],\n      errors: [\n        { status: 400, description: 'Invalid payload', schema: dictionaryErrorSchema },\n        { status: 401, description: 'Unauthorized', schema: dictionaryErrorSchema },\n        { status: 404, description: 'Entry not found', schema: dictionaryErrorSchema },\n        { status: 409, description: 'Duplicate value conflict', schema: dictionaryErrorSchema },\n      ],\n    },\n    DELETE: {\n      summary: 'Delete dictionary entry',\n      description: 'Removes a customer dictionary entry by identifier.',\n      responses: [\n        { status: 200, description: 'Entry deleted', schema: dictionaryDeleteResponseSchema },\n      ],\n      errors: [\n        { status: 401, description: 'Unauthorized', schema: dictionaryErrorSchema },\n        { status: 404, description: 'Entry not found', schema: dictionaryErrorSchema },\n        { status: 409, description: 'Entry is in use and cannot be deleted', schema: dictionaryErrorSchema },\n      ],\n    },\n  },\n}\n"],
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 }

package/dist/modules/customers/api/dictionaries/[kind]/route.js

@@ -18,6 +18,8 @@ import {
 } from "@open-mercato/shared/lib/crud/mutation-guard";
 import { findWithDecryption, findOneWithDecryption } from "@open-mercato/shared/lib/encryption/find";
 import { readJsonSafe } from "@open-mercato/shared/lib/http/readJsonSafe";
+import { createLogger } from "@open-mercato/shared/lib/logger";
+const logger = createLogger("customers");
 const colorSchema = z.string().trim().regex(/^#([0-9A-Fa-f]{6})$/, "Invalid color hex");
 const iconSchema = z.string().trim().min(1).max(48);
 const postSchema = z.object({
@@ -127,7 +129,7 @@ async function GET(req, ctx) {
           tags
         });
       } catch (err) {
-        console.warn("[customers.dictionaries.cache] Failed to set cache entry", err);
+        logger.warn("Failed to set cache entry", { component: "dictionaries.cache", err });
       }
     }
     return NextResponse.json(responseBody);
@@ -136,7 +138,7 @@ async function GET(req, ctx) {
       return NextResponse.json(err.body, { status: err.status });
     }
     const { translate } = await resolveTranslations();
-    console.error("customers.dictionaries.list failed", err);
+    logger.error("customers.dictionaries.list failed", { err });
     return NextResponse.json({ error: translate("customers.errors.lookup_failed", "Failed to load dictionary entries") }, { status: 400 });
   }
 }
@@ -230,7 +232,7 @@ async function POST(req, ctx) {
       return NextResponse.json(err.body, { status: err.status });
     }
     const { translate } = await resolveTranslations();
-    console.error("customers.dictionaries.create failed", err);
+    logger.error("customers.dictionaries.create failed", { err });
     return NextResponse.json({ error: translate("customers.errors.lookup_failed", "Failed to save dictionary entry") }, { status: 400 });
   }
 }