@open-mercato/core 0.6.7-develop.6589.1.f8748e07d4 → 0.6.7-develop.6592.1.7f69fa2454

package/.turbo/turbo-build.log

@@ -1,4 +1,4 @@
-[build:core] found 3494 entry points
+[build:core] found 3495 entry points
 [build:core] built successfully
 [build:core:generated] found 188 entry points
 [build:core:generated] built successfully

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

@@ -3,6 +3,7 @@ import { z } from "zod";
 import { getAuthFromRequest } from "@open-mercato/shared/lib/auth/server";
 import { createRequestContainer } from "@open-mercato/shared/lib/di/container";
 import { resolveOrganizationScopeForRequest } from "@open-mercato/core/modules/directory/utils/organizationScope";
+import { resolveDealsOrganizationIds } from "../../../lib/dealsOrganizationScope.js";
 import { parseBooleanFromUnknown } from "@open-mercato/shared/lib/boolean";
 import { escapeLikePattern } from "@open-mercato/shared/lib/db/escapeLikePattern";
 import { isTenantDataEncryptionEnabled } from "@open-mercato/shared/lib/encryption/toggles";
@@ -90,7 +91,7 @@ function restrictToIds(where, values, ids) {
 }
 async function GET(req) {
   const auth = await getAuthFromRequest(req);
-  if (!auth?.tenantId || !auth.orgId) {
+  if (!auth?.tenantId) {
     return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
   }
   const url = new URL(req.url);
@@ -114,10 +115,10 @@ async function GET(req) {
   const em = container.resolve("em");
   const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req });
   const effectiveTenantId = scope.tenantId ?? auth.tenantId;
-  const orgFilterIds = Array.isArray(scope.filterIds) && scope.filterIds.length > 0 ? scope.filterIds.filter((id) => typeof id === "string" && id.length > 0) : auth.orgId ? [auth.orgId] : [];
-  if (!effectiveTenantId || orgFilterIds.length === 0) {
+  if (!effectiveTenantId) {
     return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
   }
+  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId });
   const baseCurrency = await em.getConnection().execute(
     `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,
     [effectiveTenantId, orgFilterIds[0]]

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/customers/api/deals/aggregate/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 } from '@open-mercato/core/modules/currencies/services/exchangeRateService'\nimport { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport type { CrudCtx } from '@open-mercato/shared/lib/crud/factory'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { fetchStuckDealIds } from '../../../lib/stuckDeals'\nimport { findMatchingEntityIdsBySearchTokensAcrossSources } from '../../utils'\nimport { E } from '#generated/entities.ids.generated'\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 querySchema = z.object({\n  pipelineId: z.string().uuid().optional(),\n  search: z.string().optional(),\n  status: z.array(z.enum(['open', 'closed', 'win', 'loose'])).optional(),\n  ownerUserId: z.array(z.string().uuid()).optional(),\n  personId: z.array(z.string().uuid()).optional(),\n  companyId: z.array(z.string().uuid()).optional(),\n  isStuck: z.preprocess((value) => {\n    const parsed = parseBooleanFromUnknown(value)\n    return parsed === null ? value : parsed\n  }, z.boolean()).optional(),\n  isOverdue: z.preprocess((value) => {\n    const parsed = parseBooleanFromUnknown(value)\n    return parsed === null ? value : parsed\n  }, z.boolean()).optional(),\n  expectedCloseAtFrom: z.string().optional(),\n  expectedCloseAtTo: z.string().optional(),\n})\n\ntype StageBreakdownByCurrency = {\n  currency: string\n  total: number\n  count: number\n}\n\ntype StageAggregate = {\n  stageId: string\n  count: number\n  openCount: number\n  totalInBaseCurrency: number\n  byCurrency: StageBreakdownByCurrency[]\n  /**\n   * `true` when every currency present in `byCurrency` was either the base currency or\n   * had a usable exchange rate at request time. `false` when at least one currency in\n   * `byCurrency` could not be resolved to base \u2014 the lane header should surface a\n   * \"partial\" indicator in that case so the converted total isn't read as authoritative.\n   */\n  convertedAll: boolean\n  /**\n   * Currencies present in `byCurrency` that had NO exchange rate to the base currency.\n   * Empty when conversion was complete or there is no base currency configured. The\n   * client uses this to disclose which slice of the value is excluded from `totalInBaseCurrency`.\n   */\n  missingRateCurrencies: string[]\n}\n\ntype AggregateResponse = {\n  baseCurrencyCode: string | null\n  perStage: StageAggregate[]\n}\n\nconst stageBreakdownByCurrencySchema = z.object({\n  currency: z.string(),\n  total: z.number(),\n  count: z.number(),\n})\n\nconst stageAggregateSchema = z.object({\n  stageId: z.string(),\n  count: z.number(),\n  openCount: z.number(),\n  totalInBaseCurrency: z.number(),\n  byCurrency: z.array(stageBreakdownByCurrencySchema),\n  convertedAll: z.boolean(),\n  missingRateCurrencies: z.array(z.string()),\n})\n\nconst aggregateResponseSchema = z.object({\n  baseCurrencyCode: z.string().nullable(),\n  perStage: z.array(stageAggregateSchema),\n})\n\nconst aggregateErrorSchema = z.object({\n  error: z.string(),\n})\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  summary: 'Deals aggregate per pipeline stage',\n  methods: {\n    GET: {\n      summary: 'Per-stage counts and currency totals for kanban lane headers',\n      description:\n        'Returns per-stage counts and totals for deals, with values converted to the tenant base currency where rates are available. Used to power kanban lane headers without loading every deal.',\n      query: querySchema,\n      responses: [\n        { status: 200, description: 'Per-stage aggregate payload', schema: aggregateResponseSchema },\n      ],\n      errors: [\n        { status: 400, description: 'Invalid query parameters', schema: aggregateErrorSchema },\n        { status: 401, description: 'Unauthorized', schema: aggregateErrorSchema },\n      ],\n    },\n  },\n}\n\nfunction readArrayParam(searchParams: URLSearchParams, key: string): string[] | null {\n  const all = searchParams.getAll(key)\n  if (!all.length) return null\n  const flat = all.flatMap((v) => v.split(','))\n  const trimmed = flat.map((s) => s.trim()).filter(Boolean)\n  return trimmed.length ? trimmed : null\n}\n\nfunction restrictToIds(where: string[], values: Array<string | number | null>, ids: string[]) {\n  if (ids.length === 0) {\n    where.push('id = ?')\n    values.push('00000000-0000-0000-0000-000000000000')\n    return\n  }\n  const placeholders = ids.map(() => '?').join(',')\n  where.push(`id IN (${placeholders})`)\n  values.push(...ids)\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 url = new URL(req.url)\n  const params = url.searchParams\n  const parsed = querySchema.safeParse({\n    pipelineId: params.get('pipelineId') ?? undefined,\n    search: params.get('search') ?? undefined,\n    status: readArrayParam(params, 'status') ?? undefined,\n    ownerUserId: readArrayParam(params, 'ownerUserId') ?? undefined,\n    personId: readArrayParam(params, 'personId') ?? undefined,\n    companyId: readArrayParam(params, 'companyId') ?? undefined,\n    isStuck: params.get('isStuck') ?? undefined,\n    isOverdue: params.get('isOverdue') ?? undefined,\n    expectedCloseAtFrom: params.get('expectedCloseAtFrom') ?? undefined,\n    expectedCloseAtTo: params.get('expectedCloseAtTo') ?? undefined,\n  })\n  if (!parsed.success) {\n    return NextResponse.json({ error: 'Invalid query parameters' }, { status: 400 })\n  }\n\n  const container = await createRequestContainer()\n  const em = container.resolve<CoreEntityManager>('em')\n\n  // Resolve organization scope from the request so multi-org operators can aggregate\n  // deals for any org their RBAC scope permits (matching the deal detail route at\n  // [id]/route.ts:360). Falls back to `auth.orgId` when no scope cookie is set or\n  // when rbacService cannot be resolved (e.g. in unit tests with a minimal container).\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  // Raw SQL is used here intentionally \u2014 the route only projects non-encrypted columns\n  // (`pipeline_stage_id`, `value_amount`, `value_currency`, `status`, plus filters). It\n  // avoids the per-row decryption cost that would be paid by `findWithDecryption` for an\n  // aggregate that never reads `title`/`description`. The search path still relies on\n  // the token index above to find matching deals when encrypted columns are involved.\n  const baseCurrency = await em.getConnection().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  // Build WHERE clause shared between count + sum queries\n  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')\n  const where: string[] = [\n    'tenant_id = ?',\n    `organization_id IN (${orgPlaceholders})`,\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]\n\n  if (parsed.data.pipelineId) {\n    where.push('pipeline_id = ?')\n    values.push(parsed.data.pipelineId)\n  }\n  const search = parsed.data.search?.trim()\n  if (search) {\n    const searchCtx: CrudCtx = {\n      container,\n      auth,\n      organizationScope: scope,\n      selectedOrganizationId: orgFilterIds[0],\n      organizationIds: orgFilterIds,\n      request: req,\n    }\n    const matchingIds = await findMatchingEntityIdsBySearchTokensAcrossSources({\n      ctx: searchCtx,\n      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    if (matchingIds !== null && matchingIds.length > 0) {\n      restrictToIds(where, values, matchingIds)\n    } else if (isTenantDataEncryptionEnabled()) {\n      // `customers:customer_deal.title` and `.description` are declared in\n      // `encryption.ts` as encrypted columns. A raw `ILIKE` over the ciphertext would\n      // silently match nothing on encrypted tenants and produce misleading lane totals,\n      // so we collapse the result to zero rows instead \u2014 consistent with the list\n      // endpoint's behavior when the token index has nothing to offer.\n      restrictToIds(where, values, [])\n    } else {\n      const searchPattern = `%${escapeLikePattern(search)}%`\n      where.push(\"(title ILIKE ? ESCAPE '\\\\' OR description ILIKE ? ESCAPE '\\\\')\")\n      values.push(searchPattern, searchPattern)\n    }\n  }\n  if (parsed.data.status && parsed.data.status.length) {\n    const placeholders = parsed.data.status.map(() => '?').join(',')\n    where.push(`status IN (${placeholders})`)\n    values.push(...parsed.data.status)\n  }\n  if (parsed.data.ownerUserId && parsed.data.ownerUserId.length) {\n    const placeholders = parsed.data.ownerUserId.map(() => '?').join(',')\n    where.push(`owner_user_id IN (${placeholders})`)\n    values.push(...parsed.data.ownerUserId)\n  }\n  if (parsed.data.expectedCloseAtFrom) {\n    where.push('expected_close_at >= ?')\n    values.push(parsed.data.expectedCloseAtFrom)\n  }\n  if (parsed.data.expectedCloseAtTo) {\n    where.push('expected_close_at <= ?')\n    values.push(parsed.data.expectedCloseAtTo)\n  }\n  if (parsed.data.isOverdue) {\n    where.push(\"expected_close_at < CURRENT_DATE AND status = 'open'\")\n  }\n  if (parsed.data.isStuck) {\n    // Reuse the list endpoint's stuck-deal lookup so kanban headers, lane counts, and the\n    // cards rendered inside each lane agree on the same definition of \"stuck\". Empty result\n    // \u2192 narrow to a sentinel UUID so the WHERE clause collapses to zero rows.\n    const stuckIds = await fetchStuckDealIds(em as unknown as PgEntityManager, orgFilterIds[0], effectiveTenantId)\n    restrictToIds(where, values, stuckIds)\n  }\n  if (parsed.data.personId && parsed.data.personId.length) {\n    const placeholders = parsed.data.personId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.personId)\n  }\n  if (parsed.data.companyId && parsed.data.companyId.length) {\n    const placeholders = parsed.data.companyId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.companyId)\n  }\n\n  const whereSql = where.join(' AND ')\n\n  // Aggregate by (stage, currency). Treat null stage as the literal `__unassigned`.\n  const rows = await em.getConnection().execute<\n    Array<{\n      stage_id: string | null\n      currency: string | null\n      total: string | number | null\n      count: string | number\n      open_count: string | number\n    }>\n  >(\n    `SELECT\n        pipeline_stage_id AS stage_id,\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount), 0) AS total,\n        COUNT(*) AS count,\n        COUNT(*) FILTER (WHERE status = 'open') AS open_count\n      FROM customer_deals\n      WHERE ${whereSql}\n      GROUP BY pipeline_stage_id, UPPER(COALESCE(value_currency, ''))`,\n    values,\n  )\n\n  // Reduce to per-stage aggregates\n  const stageMap = new Map<string, StageAggregate>()\n  for (const row of rows) {\n    const stageId = row.stage_id ?? '__unassigned'\n    const total = Number(row.total ?? 0)\n    const count = Number(row.count ?? 0)\n    const openCount = Number(row.open_count ?? 0)\n    const currency = (row.currency ?? '').toString().trim()\n\n    if (!stageMap.has(stageId)) {\n      stageMap.set(stageId, {\n        stageId,\n        count: 0,\n        openCount: 0,\n        totalInBaseCurrency: 0,\n        byCurrency: [],\n        convertedAll: true,\n        missingRateCurrencies: [],\n      })\n    }\n    const agg = stageMap.get(stageId)!\n    agg.count += count\n    agg.openCount += openCount\n    // Include any row that has a real currency code, even when its summed amount is\n    // zero \u2014 `byCurrency` should agree with `count` so the per-currency breakdown\n    // doesn't silently drop deals whose amount happens to be zero. Rows with no\n    // currency code at all still get folded into the stage totals via `count`.\n    if (currency.length > 0) {\n      agg.byCurrency.push({ currency, total, count })\n    }\n  }\n\n  // Convert to base currency where possible\n  if (baseCurrencyCode) {\n    const exchange = container.resolve('exchangeRateService') as ExchangeRateService | undefined\n    const today = new Date()\n    const distinctCurrencies = new Set<string>()\n    for (const agg of stageMap.values()) {\n      for (const row of agg.byCurrency) {\n        if (row.currency && row.currency !== baseCurrencyCode) {\n          distinctCurrencies.add(row.currency)\n        }\n      }\n    }\n\n    const rateCache = new Map<string, number>()\n    if (exchange && distinctCurrencies.size > 0) {\n      const pairs = Array.from(distinctCurrencies).map((c) => ({\n        fromCurrencyCode: c,\n        toCurrencyCode: baseCurrencyCode,\n      }))\n      try {\n        const results = await exchange.getRates({\n          pairs,\n          date: today,\n          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },\n          options: { maxDaysBack: 60, autoFetch: false },\n        })\n        for (const [key, rateResult] of results) {\n          if (rateResult.rates.length > 0) {\n            // Pick the first matching rate (sources are equivalent for display purposes)\n            const rate = Number(rateResult.rates[0].rate)\n            if (Number.isFinite(rate) && rate > 0) {\n              rateCache.set(key, rate)\n            }\n          }\n        }\n      } catch (err) {\n        // Swallow \u2014 partial totals are still useful and we'll fall back to currency-native\n        // sums. Logging at warn level so operators can correlate missing-rate disclosures in\n        // the UI (`convertedAll: false` / `missingRateCurrencies`) with the underlying error.\n        logger.warn('exchange-rate lookup failed; falling back to per-currency totals', { component: 'deals.aggregate', err })\n      }\n    }\n\n    for (const agg of stageMap.values()) {\n      let totalBase = 0\n      let convertedAll = true\n      const missingRateCurrencies: string[] = []\n      for (const row of agg.byCurrency) {\n        if (!row.currency) continue\n        if (row.currency === baseCurrencyCode) {\n          totalBase += row.total\n          continue\n        }\n        const key = `${row.currency}/${baseCurrencyCode}`\n        const rate = rateCache.get(key)\n        if (rate !== undefined) {\n          totalBase += row.total * rate\n        } else {\n          convertedAll = false\n          if (!missingRateCurrencies.includes(row.currency)) {\n            missingRateCurrencies.push(row.currency)\n          }\n        }\n      }\n      // Even when some rates are missing, totalInBaseCurrency reflects the converted slice.\n      // `convertedAll`/`missingRateCurrencies` let the client distinguish a complete\n      // conversion from a partial one and disclose which currencies were excluded.\n      agg.totalInBaseCurrency = Math.round(totalBase)\n      agg.convertedAll = convertedAll\n      agg.missingRateCurrencies = missingRateCurrencies\n    }\n  } else {\n    // No base currency configured for the tenant \u2014 surface this by marking every stage as\n    // \"not converted\" with all currencies flagged as missing rates. This way the client UI\n    // can fall back to a per-currency breakdown without trying to render a board total.\n    for (const agg of stageMap.values()) {\n      const present = agg.byCurrency.map((row) => row.currency).filter((c): c is string => !!c)\n      if (present.length > 0) {\n        agg.convertedAll = false\n        agg.missingRateCurrencies = Array.from(new Set(present))\n      }\n    }\n  }\n\n  // Sort byCurrency rows by total descending for stable display\n  for (const agg of stageMap.values()) {\n    agg.byCurrency.sort((a, b) => b.total - a.total)\n  }\n\n  const response: AggregateResponse = {\n    baseCurrencyCode,\n    perStage: Array.from(stageMap.values()),\n  }\n\n  return NextResponse.json(response)\n}\n"],
-  "mappings": 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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 { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'\nimport type { ExchangeRateService } from '@open-mercato/core/modules/currencies/services/exchangeRateService'\nimport { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport type { CrudCtx } from '@open-mercato/shared/lib/crud/factory'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { fetchStuckDealIds } from '../../../lib/stuckDeals'\nimport { findMatchingEntityIdsBySearchTokensAcrossSources } from '../../utils'\nimport { E } from '#generated/entities.ids.generated'\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 querySchema = z.object({\n  pipelineId: z.string().uuid().optional(),\n  search: z.string().optional(),\n  status: z.array(z.enum(['open', 'closed', 'win', 'loose'])).optional(),\n  ownerUserId: z.array(z.string().uuid()).optional(),\n  personId: z.array(z.string().uuid()).optional(),\n  companyId: z.array(z.string().uuid()).optional(),\n  isStuck: z.preprocess((value) => {\n    const parsed = parseBooleanFromUnknown(value)\n    return parsed === null ? value : parsed\n  }, z.boolean()).optional(),\n  isOverdue: z.preprocess((value) => {\n    const parsed = parseBooleanFromUnknown(value)\n    return parsed === null ? value : parsed\n  }, z.boolean()).optional(),\n  expectedCloseAtFrom: z.string().optional(),\n  expectedCloseAtTo: z.string().optional(),\n})\n\ntype StageBreakdownByCurrency = {\n  currency: string\n  total: number\n  count: number\n}\n\ntype StageAggregate = {\n  stageId: string\n  count: number\n  openCount: number\n  totalInBaseCurrency: number\n  byCurrency: StageBreakdownByCurrency[]\n  /**\n   * `true` when every currency present in `byCurrency` was either the base currency or\n   * had a usable exchange rate at request time. `false` when at least one currency in\n   * `byCurrency` could not be resolved to base \u2014 the lane header should surface a\n   * \"partial\" indicator in that case so the converted total isn't read as authoritative.\n   */\n  convertedAll: boolean\n  /**\n   * Currencies present in `byCurrency` that had NO exchange rate to the base currency.\n   * Empty when conversion was complete or there is no base currency configured. The\n   * client uses this to disclose which slice of the value is excluded from `totalInBaseCurrency`.\n   */\n  missingRateCurrencies: string[]\n}\n\ntype AggregateResponse = {\n  baseCurrencyCode: string | null\n  perStage: StageAggregate[]\n}\n\nconst stageBreakdownByCurrencySchema = z.object({\n  currency: z.string(),\n  total: z.number(),\n  count: z.number(),\n})\n\nconst stageAggregateSchema = z.object({\n  stageId: z.string(),\n  count: z.number(),\n  openCount: z.number(),\n  totalInBaseCurrency: z.number(),\n  byCurrency: z.array(stageBreakdownByCurrencySchema),\n  convertedAll: z.boolean(),\n  missingRateCurrencies: z.array(z.string()),\n})\n\nconst aggregateResponseSchema = z.object({\n  baseCurrencyCode: z.string().nullable(),\n  perStage: z.array(stageAggregateSchema),\n})\n\nconst aggregateErrorSchema = z.object({\n  error: z.string(),\n})\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  summary: 'Deals aggregate per pipeline stage',\n  methods: {\n    GET: {\n      summary: 'Per-stage counts and currency totals for kanban lane headers',\n      description:\n        'Returns per-stage counts and totals for deals, with values converted to the tenant base currency where rates are available. Used to power kanban lane headers without loading every deal.',\n      query: querySchema,\n      responses: [\n        { status: 200, description: 'Per-stage aggregate payload', schema: aggregateResponseSchema },\n      ],\n      errors: [\n        { status: 400, description: 'Invalid query parameters', schema: aggregateErrorSchema },\n        { status: 401, description: 'Unauthorized', schema: aggregateErrorSchema },\n      ],\n    },\n  },\n}\n\nfunction readArrayParam(searchParams: URLSearchParams, key: string): string[] | null {\n  const all = searchParams.getAll(key)\n  if (!all.length) return null\n  const flat = all.flatMap((v) => v.split(','))\n  const trimmed = flat.map((s) => s.trim()).filter(Boolean)\n  return trimmed.length ? trimmed : null\n}\n\nfunction restrictToIds(where: string[], values: Array<string | number | null>, ids: string[]) {\n  if (ids.length === 0) {\n    where.push('id = ?')\n    values.push('00000000-0000-0000-0000-000000000000')\n    return\n  }\n  const placeholders = ids.map(() => '?').join(',')\n  where.push(`id IN (${placeholders})`)\n  values.push(...ids)\n}\n\nexport async function GET(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth?.tenantId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  const url = new URL(req.url)\n  const params = url.searchParams\n  const parsed = querySchema.safeParse({\n    pipelineId: params.get('pipelineId') ?? undefined,\n    search: params.get('search') ?? undefined,\n    status: readArrayParam(params, 'status') ?? undefined,\n    ownerUserId: readArrayParam(params, 'ownerUserId') ?? undefined,\n    personId: readArrayParam(params, 'personId') ?? undefined,\n    companyId: readArrayParam(params, 'companyId') ?? undefined,\n    isStuck: params.get('isStuck') ?? undefined,\n    isOverdue: params.get('isOverdue') ?? undefined,\n    expectedCloseAtFrom: params.get('expectedCloseAtFrom') ?? undefined,\n    expectedCloseAtTo: params.get('expectedCloseAtTo') ?? undefined,\n  })\n  if (!parsed.success) {\n    return NextResponse.json({ error: 'Invalid query parameters' }, { status: 400 })\n  }\n\n  const container = await createRequestContainer()\n  const em = container.resolve<CoreEntityManager>('em')\n\n  // Resolve organization scope from the request so multi-org operators can aggregate\n  // deals for any org their RBAC scope permits (matching the deal detail route at\n  // [id]/route.ts:360). Falls back to `auth.orgId` when no scope cookie is set or\n  // when rbacService cannot be resolved (e.g. in unit tests with a minimal container).\n  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n  const effectiveTenantId = scope.tenantId ?? auth.tenantId\n  if (!effectiveTenantId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId })\n\n  // Raw SQL is used here intentionally \u2014 the route only projects non-encrypted columns\n  // (`pipeline_stage_id`, `value_amount`, `value_currency`, `status`, plus filters). It\n  // avoids the per-row decryption cost that would be paid by `findWithDecryption` for an\n  // aggregate that never reads `title`/`description`. The search path still relies on\n  // the token index above to find matching deals when encrypted columns are involved.\n  const baseCurrency = await em.getConnection().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  // Build WHERE clause shared between count + sum queries\n  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')\n  const where: string[] = [\n    'tenant_id = ?',\n    `organization_id IN (${orgPlaceholders})`,\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]\n\n  if (parsed.data.pipelineId) {\n    where.push('pipeline_id = ?')\n    values.push(parsed.data.pipelineId)\n  }\n  const search = parsed.data.search?.trim()\n  if (search) {\n    const searchCtx: CrudCtx = {\n      container,\n      auth,\n      organizationScope: scope,\n      selectedOrganizationId: orgFilterIds[0],\n      organizationIds: orgFilterIds,\n      request: req,\n    }\n    const matchingIds = await findMatchingEntityIdsBySearchTokensAcrossSources({\n      ctx: searchCtx,\n      query: search,\n      sources: [\n        {\n          entityType: E.customers.customer_deal,\n          fields: [\n            'title',\n            'description',\n            'status',\n            'pipeline_stage',\n            'source',\n            'value_amount',\n            'value_currency',\n            'cf:competitive_risk',\n            'cf:implementation_complexity',\n          ],\n        },\n      ],\n    })\n    if (matchingIds !== null && matchingIds.length > 0) {\n      restrictToIds(where, values, matchingIds)\n    } else if (isTenantDataEncryptionEnabled()) {\n      // `customers:customer_deal.title` and `.description` are declared in\n      // `encryption.ts` as encrypted columns. A raw `ILIKE` over the ciphertext would\n      // silently match nothing on encrypted tenants and produce misleading lane totals,\n      // so we collapse the result to zero rows instead \u2014 consistent with the list\n      // endpoint's behavior when the token index has nothing to offer.\n      restrictToIds(where, values, [])\n    } else {\n      const searchPattern = `%${escapeLikePattern(search)}%`\n      where.push(\"(title ILIKE ? ESCAPE '\\\\' OR description ILIKE ? ESCAPE '\\\\')\")\n      values.push(searchPattern, searchPattern)\n    }\n  }\n  if (parsed.data.status && parsed.data.status.length) {\n    const placeholders = parsed.data.status.map(() => '?').join(',')\n    where.push(`status IN (${placeholders})`)\n    values.push(...parsed.data.status)\n  }\n  if (parsed.data.ownerUserId && parsed.data.ownerUserId.length) {\n    const placeholders = parsed.data.ownerUserId.map(() => '?').join(',')\n    where.push(`owner_user_id IN (${placeholders})`)\n    values.push(...parsed.data.ownerUserId)\n  }\n  if (parsed.data.expectedCloseAtFrom) {\n    where.push('expected_close_at >= ?')\n    values.push(parsed.data.expectedCloseAtFrom)\n  }\n  if (parsed.data.expectedCloseAtTo) {\n    where.push('expected_close_at <= ?')\n    values.push(parsed.data.expectedCloseAtTo)\n  }\n  if (parsed.data.isOverdue) {\n    where.push(\"expected_close_at < CURRENT_DATE AND status = 'open'\")\n  }\n  if (parsed.data.isStuck) {\n    // Reuse the list endpoint's stuck-deal lookup so kanban headers, lane counts, and the\n    // cards rendered inside each lane agree on the same definition of \"stuck\". Empty result\n    // \u2192 narrow to a sentinel UUID so the WHERE clause collapses to zero rows.\n    const stuckIds = await fetchStuckDealIds(em as unknown as PgEntityManager, orgFilterIds[0], effectiveTenantId)\n    restrictToIds(where, values, stuckIds)\n  }\n  if (parsed.data.personId && parsed.data.personId.length) {\n    const placeholders = parsed.data.personId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.personId)\n  }\n  if (parsed.data.companyId && parsed.data.companyId.length) {\n    const placeholders = parsed.data.companyId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.companyId)\n  }\n\n  const whereSql = where.join(' AND ')\n\n  // Aggregate by (stage, currency). Treat null stage as the literal `__unassigned`.\n  const rows = await em.getConnection().execute<\n    Array<{\n      stage_id: string | null\n      currency: string | null\n      total: string | number | null\n      count: string | number\n      open_count: string | number\n    }>\n  >(\n    `SELECT\n        pipeline_stage_id AS stage_id,\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount), 0) AS total,\n        COUNT(*) AS count,\n        COUNT(*) FILTER (WHERE status = 'open') AS open_count\n      FROM customer_deals\n      WHERE ${whereSql}\n      GROUP BY pipeline_stage_id, UPPER(COALESCE(value_currency, ''))`,\n    values,\n  )\n\n  // Reduce to per-stage aggregates\n  const stageMap = new Map<string, StageAggregate>()\n  for (const row of rows) {\n    const stageId = row.stage_id ?? '__unassigned'\n    const total = Number(row.total ?? 0)\n    const count = Number(row.count ?? 0)\n    const openCount = Number(row.open_count ?? 0)\n    const currency = (row.currency ?? '').toString().trim()\n\n    if (!stageMap.has(stageId)) {\n      stageMap.set(stageId, {\n        stageId,\n        count: 0,\n        openCount: 0,\n        totalInBaseCurrency: 0,\n        byCurrency: [],\n        convertedAll: true,\n        missingRateCurrencies: [],\n      })\n    }\n    const agg = stageMap.get(stageId)!\n    agg.count += count\n    agg.openCount += openCount\n    // Include any row that has a real currency code, even when its summed amount is\n    // zero \u2014 `byCurrency` should agree with `count` so the per-currency breakdown\n    // doesn't silently drop deals whose amount happens to be zero. Rows with no\n    // currency code at all still get folded into the stage totals via `count`.\n    if (currency.length > 0) {\n      agg.byCurrency.push({ currency, total, count })\n    }\n  }\n\n  // Convert to base currency where possible\n  if (baseCurrencyCode) {\n    const exchange = container.resolve('exchangeRateService') as ExchangeRateService | undefined\n    const today = new Date()\n    const distinctCurrencies = new Set<string>()\n    for (const agg of stageMap.values()) {\n      for (const row of agg.byCurrency) {\n        if (row.currency && row.currency !== baseCurrencyCode) {\n          distinctCurrencies.add(row.currency)\n        }\n      }\n    }\n\n    const rateCache = new Map<string, number>()\n    if (exchange && distinctCurrencies.size > 0) {\n      const pairs = Array.from(distinctCurrencies).map((c) => ({\n        fromCurrencyCode: c,\n        toCurrencyCode: baseCurrencyCode,\n      }))\n      try {\n        const results = await exchange.getRates({\n          pairs,\n          date: today,\n          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },\n          options: { maxDaysBack: 60, autoFetch: false },\n        })\n        for (const [key, rateResult] of results) {\n          if (rateResult.rates.length > 0) {\n            // Pick the first matching rate (sources are equivalent for display purposes)\n            const rate = Number(rateResult.rates[0].rate)\n            if (Number.isFinite(rate) && rate > 0) {\n              rateCache.set(key, rate)\n            }\n          }\n        }\n      } catch (err) {\n        // Swallow \u2014 partial totals are still useful and we'll fall back to currency-native\n        // sums. Logging at warn level so operators can correlate missing-rate disclosures in\n        // the UI (`convertedAll: false` / `missingRateCurrencies`) with the underlying error.\n        logger.warn('exchange-rate lookup failed; falling back to per-currency totals', { component: 'deals.aggregate', err })\n      }\n    }\n\n    for (const agg of stageMap.values()) {\n      let totalBase = 0\n      let convertedAll = true\n      const missingRateCurrencies: string[] = []\n      for (const row of agg.byCurrency) {\n        if (!row.currency) continue\n        if (row.currency === baseCurrencyCode) {\n          totalBase += row.total\n          continue\n        }\n        const key = `${row.currency}/${baseCurrencyCode}`\n        const rate = rateCache.get(key)\n        if (rate !== undefined) {\n          totalBase += row.total * rate\n        } else {\n          convertedAll = false\n          if (!missingRateCurrencies.includes(row.currency)) {\n            missingRateCurrencies.push(row.currency)\n          }\n        }\n      }\n      // Even when some rates are missing, totalInBaseCurrency reflects the converted slice.\n      // `convertedAll`/`missingRateCurrencies` let the client distinguish a complete\n      // conversion from a partial one and disclose which currencies were excluded.\n      agg.totalInBaseCurrency = Math.round(totalBase)\n      agg.convertedAll = convertedAll\n      agg.missingRateCurrencies = missingRateCurrencies\n    }\n  } else {\n    // No base currency configured for the tenant \u2014 surface this by marking every stage as\n    // \"not converted\" with all currencies flagged as missing rates. This way the client UI\n    // can fall back to a per-currency breakdown without trying to render a board total.\n    for (const agg of stageMap.values()) {\n      const present = agg.byCurrency.map((row) => row.currency).filter((c): c is string => !!c)\n      if (present.length > 0) {\n        agg.convertedAll = false\n        agg.missingRateCurrencies = Array.from(new Set(present))\n      }\n    }\n  }\n\n  // Sort byCurrency rows by total descending for stable display\n  for (const agg of stageMap.values()) {\n    agg.byCurrency.sort((a, b) => b.total - a.total)\n  }\n\n  const response: AggregateResponse = {\n    baseCurrencyCode,\n    perStage: Array.from(stageMap.values()),\n  }\n\n  return NextResponse.json(response)\n}\n"],
+  "mappings": 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package/dist/modules/customers/api/deals/summary/route.js

@@ -4,6 +4,7 @@ import { getAuthFromRequest } from "@open-mercato/shared/lib/auth/server";
 import { createRequestContainer } from "@open-mercato/shared/lib/di/container";
 import { resolveOrganizationScopeForRequest } from "@open-mercato/core/modules/directory/utils/organizationScope";
 import { fetchStuckDealIds } from "../../../lib/stuckDeals.js";
+import { resolveDealsOrganizationIds } from "../../../lib/dealsOrganizationScope.js";
 import {
   computeDelta,
   convertSumsToBase,
@@ -106,17 +107,17 @@ function sumsByCurrency(entries) {
 }
 async function GET(req) {
   const auth = await getAuthFromRequest(req);
-  if (!auth?.tenantId || !auth.orgId) {
+  if (!auth?.tenantId) {
     return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
   }
   const container = await createRequestContainer();
   const em = container.resolve("em");
   const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req });
   const effectiveTenantId = scope.tenantId ?? auth.tenantId;
-  const orgFilterIds = Array.isArray(scope.filterIds) && scope.filterIds.length > 0 ? scope.filterIds.filter((id) => typeof id === "string" && id.length > 0) : auth.orgId ? [auth.orgId] : [];
-  if (!effectiveTenantId || orgFilterIds.length === 0) {
+  if (!effectiveTenantId) {
     return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
   }
+  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId });
   const today = /* @__PURE__ */ new Date();
   const currentQuarter = getQuarterWindow(today);
   const previousQuarter = getPreviousQuarterWindow(today);

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'\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 ?? '').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        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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+  "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 { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'\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 < ?) 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 < ?) 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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/lib/dealsOrganizationScope.js

@@ -0,0 +1,21 @@
+const NO_ORGANIZATION_SENTINEL = "00000000-0000-0000-0000-000000000000";
+async function resolveDealsOrganizationIds(params) {
+  const { em, scope, auth, tenantId } = params;
+  if (Array.isArray(scope.filterIds) && scope.filterIds.length > 0) {
+    return scope.filterIds.filter((id) => typeof id === "string" && id.length > 0);
+  }
+  if (scope.filterIds === null) {
+    const rows = await em.getConnection().execute(
+      `SELECT id FROM organizations WHERE tenant_id = ? AND deleted_at IS NULL`,
+      [tenantId]
+    );
+    const ids = rows.map((row) => String(row.id)).filter((id) => id.length > 0);
+    if (ids.length > 0) return ids;
+  }
+  return auth.orgId ? [auth.orgId] : [NO_ORGANIZATION_SENTINEL];
+}
+export {
+  NO_ORGANIZATION_SENTINEL,
+  resolveDealsOrganizationIds
+};
+//# sourceMappingURL=dealsOrganizationScope.js.map

package/dist/modules/customers/lib/dealsOrganizationScope.js.map

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/lib/dealsOrganizationScope.ts"],
+  "sourcesContent": ["import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'\nimport type { OrganizationScope } from '@open-mercato/core/modules/directory/utils/organizationScope'\n\n// Matches no organization row, so a caller with nothing in scope reads an empty result set\n// instead of being told their session failed. A 401 here is not merely wrong but harmful:\n// `apiFetch` treats it as an expired session and bounces through /api/auth/session/refresh,\n// which succeeds and returns to the same page \u2014 an endless reload.\nexport const NO_ORGANIZATION_SENTINEL = '00000000-0000-0000-0000-000000000000'\n\n/**\n * Resolves the organization ids a deals read should filter by.\n *\n * `scope.filterIds === null` is the resolver's \"all organizations\" signal \u2014 it is only\n * returned once RBAC has cleared the caller for every org in the tenant, so it must widen\n * the read rather than narrow it. `auth.orgId` is null in exactly that case (the super-admin\n * org cookie override clears it), which is why it cannot be used as a fallback there.\n *\n * Always returns at least one id, so callers can rely on `[0]` for the single-organization\n * lookups (base currency, exchange-rate scope) these routes still perform.\n */\nexport async function resolveDealsOrganizationIds(params: {\n  em: CoreEntityManager\n  scope: Pick<OrganizationScope, 'filterIds'>\n  auth: { orgId?: string | null }\n  tenantId: string\n}): Promise<string[]> {\n  const { em, scope, auth, tenantId } = params\n  if (Array.isArray(scope.filterIds) && scope.filterIds.length > 0) {\n    return scope.filterIds.filter((id) => typeof id === 'string' && id.length > 0)\n  }\n  if (scope.filterIds === null) {\n    const rows = await em.getConnection().execute<Array<{ id: string }>>(\n      `SELECT id FROM organizations WHERE tenant_id = ? AND deleted_at IS NULL`,\n      [tenantId],\n    )\n    const ids = rows.map((row: { id: string }) => String(row.id)).filter((id: string) => id.length > 0)\n    if (ids.length > 0) return ids\n  }\n  return auth.orgId ? [auth.orgId] : [NO_ORGANIZATION_SENTINEL]\n}\n"],
+  "mappings": "AAOO,MAAM,2BAA2B;AAaxC,eAAsB,4BAA4B,QAK5B;AACpB,QAAM,EAAE,IAAI,OAAO,MAAM,SAAS,IAAI;AACtC,MAAI,MAAM,QAAQ,MAAM,SAAS,KAAK,MAAM,UAAU,SAAS,GAAG;AAChE,WAAO,MAAM,UAAU,OAAO,CAAC,OAAO,OAAO,OAAO,YAAY,GAAG,SAAS,CAAC;AAAA,EAC/E;AACA,MAAI,MAAM,cAAc,MAAM;AAC5B,UAAM,OAAO,MAAM,GAAG,cAAc,EAAE;AAAA,MACpC;AAAA,MACA,CAAC,QAAQ;AAAA,IACX;AACA,UAAM,MAAM,KAAK,IAAI,CAAC,QAAwB,OAAO,IAAI,EAAE,CAAC,EAAE,OAAO,CAAC,OAAe,GAAG,SAAS,CAAC;AAClG,QAAI,IAAI,SAAS,EAAG,QAAO;AAAA,EAC7B;AACA,SAAO,KAAK,QAAQ,CAAC,KAAK,KAAK,IAAI,CAAC,wBAAwB;AAC9D;",
+  "names": []
+}

package/dist/modules/workflows/workflows.js

@@ -47,7 +47,7 @@ const simpleApproval = defineWorkflow({
           activityName: "Emit Approval Requested Event",
           activityType: "EMIT_EVENT",
           config: {
-            eventType: "approval.requested",
+            eventName: "approval.requested",
             payload: { requestId: "{{context.request.id}}", workflowInstanceId: "{{workflow.instanceId}}" }
           },
           async: true
@@ -86,7 +86,7 @@ const simpleApproval = defineWorkflow({
           activityName: "Emit Approval Completed Event",
           activityType: "EMIT_EVENT",
           config: {
-            eventType: "approval.completed",
+            eventName: "approval.completed",
             payload: {
               requestId: "{{context.request.id}}",
               approved: "{{task.result.approved}}",

package/dist/modules/workflows/workflows.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../src/modules/workflows/workflows.ts"],
-  "sourcesContent": ["/**\n * Workflows Module \u2014 Code-Based Workflow Definitions\n *\n * Demo workflows shipped with the workflows module.\n * These are auto-discovered by the generator and loaded into the in-memory registry.\n */\n\nimport { defineWorkflow, createWorkflowsModuleConfig } from '@open-mercato/shared/modules/workflows'\n\n// ============================================================================\n// Simple Approval Workflow\n// ============================================================================\n\nconst simpleApproval = defineWorkflow({\n  workflowId: 'workflows.simple-approval',\n  workflowName: 'Simple Approval Workflow',\n  description: 'Basic three-step approval workflow: Start \u2192 Approval \u2192 End',\n  metadata: { category: 'Testing', tags: ['test', 'approval', 'simple'], icon: 'check-circle' },\n  steps: [\n    { stepId: 'start', stepName: 'Start', stepType: 'START', description: 'Initialize workflow' },\n    {\n      stepId: 'approval',\n      stepName: 'Pending Approval',\n      stepType: 'USER_TASK',\n      description: 'Approve or reject request',\n      userTaskConfig: { assignedTo: 'approver', slaDuration: 'PT1H' },\n    },\n    { stepId: 'end', stepName: 'Complete', stepType: 'END', description: 'Workflow complete' },\n  ] as const,\n  transitions: [\n    {\n      transitionId: 'start_to_approval',\n      transitionName: 'Submit for Approval',\n      fromStepId: 'start',\n      toStepId: 'approval',\n      trigger: 'auto',\n      priority: 100,\n      activities: [\n        {\n          activityId: 'notify_approver',\n          activityName: 'Notify Approver',\n          activityType: 'SEND_EMAIL',\n          config: {\n            to: '{{context.approver.email}}',\n            subject: 'Approval Required: {{context.request.title}}',\n            template: 'approval_request',\n            data: {\n              requestId: '{{context.request.id}}',\n              title: '{{context.request.title}}',\n              requester: '{{context.requester.name}}',\n            },\n          },\n          timeout: 'PT10S',\n          async: true,\n          retryPolicy: { maxAttempts: 3, initialIntervalMs: 2000, backoffCoefficient: 2, maxIntervalMs: 20000 },\n        },\n        {\n          activityId: 'emit_approval_requested',\n          activityName: 'Emit Approval Requested Event',\n          activityType: 'EMIT_EVENT',\n          config: {\n            eventType: 'approval.requested',\n            payload: { requestId: '{{context.request.id}}', workflowInstanceId: '{{workflow.instanceId}}' },\n          },\n          async: true,\n        },\n      ],\n    },\n    {\n      transitionId: 'approval_to_end',\n      transitionName: 'Approval Decision',\n      fromStepId: 'approval',\n      toStepId: 'end',\n      trigger: 'manual',\n      priority: 100,\n      activities: [\n        {\n          activityId: 'notify_requester',\n          activityName: 'Notify Requester of Decision',\n          activityType: 'SEND_EMAIL',\n          config: {\n            to: '{{context.requester.email}}',\n            subject: 'Approval Decision: {{context.request.title}}',\n            template: 'approval_decision',\n            data: {\n              requestId: '{{context.request.id}}',\n              title: '{{context.request.title}}',\n              decision: '{{task.result.approved}}',\n              comments: '{{task.result.comments}}',\n              approver: '{{task.completedBy}}',\n            },\n          },\n          timeout: 'PT10S',\n          async: true,\n        },\n        {\n          activityId: 'emit_approval_completed',\n          activityName: 'Emit Approval Completed Event',\n          activityType: 'EMIT_EVENT',\n          config: {\n            eventType: 'approval.completed',\n            payload: {\n              requestId: '{{context.request.id}}',\n              approved: '{{task.result.approved}}',\n              approvedBy: '{{task.completedBy}}',\n              timestamp: '{{now}}',\n            },\n          },\n          async: true,\n        },\n      ],\n    },\n  ],\n})\n\n// ============================================================================\n// Checkout Demo Workflow\n// ============================================================================\n\nconst checkoutDemo = defineWorkflow({\n  workflowId: 'workflows.checkout-demo',\n  workflowName: 'Checkout with Payment Webhook',\n  description: 'Realistic checkout workflow with signal-based payment confirmation',\n  metadata: { category: 'E-commerce', tags: ['checkout', 'demo', 'payments', 'signals'], icon: 'ShoppingCart' },\n  steps: [\n    {\n      stepId: 'start',\n      stepName: 'Start',\n      stepType: 'START',\n      description: 'Checkout process initiated',\n      preConditions: [{\n        ruleId: 'workflow_checkout_cart_not_empty',\n        required: true,\n        validationMessage: {\n          en: 'Your shopping cart is empty. Please add items before starting checkout.',\n          pl: 'Tw\u00F3j koszyk jest pusty. Dodaj produkty przed rozpocz\u0119ciem zakupu.',\n        },\n      }],\n    },\n    { stepId: 'cart_validation', stepName: 'Cart Validation', stepType: 'AUTOMATED', description: 'Validate cart has items and inventory is available', timeout: 'PT10S' },\n    {\n      stepId: 'customer_info',\n      stepName: 'Customer Information',\n      stepType: 'USER_TASK',\n      description: 'Collect customer shipping and contact information',\n      userTaskConfig: {\n        formSchema: {\n          type: 'object',\n          properties: {\n            fullName: { type: 'string', title: 'Full Name', description: \"Customer's full legal name\" },\n            email: { type: 'string', format: 'email', title: 'Email Address', description: 'Email for order confirmation' },\n            phone: { type: 'string', title: 'Phone Number', description: 'Contact number for delivery' },\n            comment: { type: 'string', title: 'Order Comment', maxLength: 500, description: 'Special instructions or notes' },\n          },\n          required: ['fullName', 'email'],\n        },\n        slaDuration: 'PT24H',\n      },\n    },\n    { stepId: 'payment_initiation', stepName: 'Initiate Payment', stepType: 'AUTOMATED', description: 'Send payment request to payment provider', timeout: 'PT10S' },\n    {\n      stepId: 'wait_payment_confirmation',\n      stepName: 'Wait for Payment Confirmation',\n      stepType: 'WAIT_FOR_SIGNAL',\n      description: 'Waiting for payment provider webhook confirmation',\n      signalConfig: { signalName: 'payment_confirmed', timeout: 'PT5M' },\n    },\n    { stepId: 'order_confirmation', stepName: 'Order Confirmation', stepType: 'AUTOMATED', description: 'Create order record and send confirmation', timeout: 'PT15S' },\n    { stepId: 'end', stepName: 'Complete', stepType: 'END', description: 'Checkout completed successfully' },\n  ] as const,\n  transitions: [\n    {\n      transitionId: 'start_to_cart',\n      transitionName: 'Initialize Checkout',\n      fromStepId: 'start',\n      toStepId: 'cart_validation',\n      trigger: 'auto',\n      priority: 100,\n      activities: [{\n        activityId: 'log_checkout_start',\n        activityName: 'Log Checkout Start',\n        activityType: 'EMIT_EVENT',\n        config: {\n          eventName: 'checkout.started',\n          payload: { customerId: '{{context.customerId}}', cartId: '{{context.cartId}}', currency: '{{context.currency}}', timestamp: '{{now}}' },\n        },\n        async: false,\n      }],\n    },\n    {\n      transitionId: 'cart_to_customer_info',\n      transitionName: 'Collect Customer Information',\n      fromStepId: 'cart_validation',\n      toStepId: 'customer_info',\n      trigger: 'auto',\n      priority: 100,\n      preConditions: [{ ruleId: 'workflow_checkout_cart_not_empty', required: true }],\n    },\n    {\n      transitionId: 'customer_info_to_payment',\n      transitionName: 'Initiate Payment',\n      fromStepId: 'customer_info',\n      toStepId: 'payment_initiation',\n      trigger: 'auto',\n      priority: 100,\n    },\n    {\n      transitionId: 'payment_to_wait_confirmation',\n      transitionName: 'Wait for Confirmation',\n      fromStepId: 'payment_initiation',\n      toStepId: 'wait_payment_confirmation',\n      trigger: 'auto',\n      priority: 100,\n    },\n    {\n      transitionId: 'confirmation_to_order',\n      transitionName: 'Payment Confirmed',\n      fromStepId: 'wait_payment_confirmation',\n      toStepId: 'order_confirmation',\n      trigger: 'auto',\n      priority: 100,\n    },\n    {\n      transitionId: 'confirmation_to_end',\n      transitionName: 'Finalize Order',\n      fromStepId: 'order_confirmation',\n      toStepId: 'end',\n      trigger: 'auto',\n      priority: 100,\n      activities: [\n        {\n          activityId: 'create_order',\n          activityName: 'Create Order Record',\n          activityType: 'CALL_API',\n          config: {\n            endpoint: '/api/sales/orders',\n            method: 'POST',\n            body: {\n              customerEntityId: '{{context.customer.id}}',\n              currencyCode: '{{context.cart.currency}}',\n              placedAt: '{{now}}',\n              lines: '{{context.cart.orderLines}}',\n              adjustments: '{{context.cart.orderAdjustments}}',\n              grandTotalGrossAmount: '{{context.cart.total}}',\n            },\n            validateTenantMatch: true,\n          },\n          timeout: 'PT10S',\n          async: false,\n          retryPolicy: { maxAttempts: 3, initialIntervalMs: 2000, backoffCoefficient: 2, maxIntervalMs: 10000 },\n        },\n        {\n          activityId: 'send_confirmation_email',\n          activityName: 'Send Order Confirmation Email',\n          activityType: 'SEND_EMAIL',\n          config: {\n            to: '{{context.customer.email}}',\n            subject: 'Order Confirmation',\n            template: 'order_confirmation',\n            data: { customerName: '{{context.customer.name}}', total: '{{context.cart.total}}' },\n          },\n          timeout: 'PT15S',\n          async: true,\n          retryPolicy: { maxAttempts: 3, initialIntervalMs: 2000, backoffCoefficient: 2, maxIntervalMs: 20000 },\n        },\n      ],\n    },\n  ],\n})\n\n// ============================================================================\n// Module Export\n// ============================================================================\n\nexport const workflowsConfig = createWorkflowsModuleConfig({\n  moduleId: 'workflows',\n  workflows: [simpleApproval, checkoutDemo],\n})\n\nexport default workflowsConfig\n"],
+  "sourcesContent": ["/**\n * Workflows Module \u2014 Code-Based Workflow Definitions\n *\n * Demo workflows shipped with the workflows module.\n * These are auto-discovered by the generator and loaded into the in-memory registry.\n */\n\nimport { defineWorkflow, createWorkflowsModuleConfig } from '@open-mercato/shared/modules/workflows'\n\n// ============================================================================\n// Simple Approval Workflow\n// ============================================================================\n\nconst simpleApproval = defineWorkflow({\n  workflowId: 'workflows.simple-approval',\n  workflowName: 'Simple Approval Workflow',\n  description: 'Basic three-step approval workflow: Start \u2192 Approval \u2192 End',\n  metadata: { category: 'Testing', tags: ['test', 'approval', 'simple'], icon: 'check-circle' },\n  steps: [\n    { stepId: 'start', stepName: 'Start', stepType: 'START', description: 'Initialize workflow' },\n    {\n      stepId: 'approval',\n      stepName: 'Pending Approval',\n      stepType: 'USER_TASK',\n      description: 'Approve or reject request',\n      userTaskConfig: { assignedTo: 'approver', slaDuration: 'PT1H' },\n    },\n    { stepId: 'end', stepName: 'Complete', stepType: 'END', description: 'Workflow complete' },\n  ] as const,\n  transitions: [\n    {\n      transitionId: 'start_to_approval',\n      transitionName: 'Submit for Approval',\n      fromStepId: 'start',\n      toStepId: 'approval',\n      trigger: 'auto',\n      priority: 100,\n      activities: [\n        {\n          activityId: 'notify_approver',\n          activityName: 'Notify Approver',\n          activityType: 'SEND_EMAIL',\n          config: {\n            to: '{{context.approver.email}}',\n            subject: 'Approval Required: {{context.request.title}}',\n            template: 'approval_request',\n            data: {\n              requestId: '{{context.request.id}}',\n              title: '{{context.request.title}}',\n              requester: '{{context.requester.name}}',\n            },\n          },\n          timeout: 'PT10S',\n          async: true,\n          retryPolicy: { maxAttempts: 3, initialIntervalMs: 2000, backoffCoefficient: 2, maxIntervalMs: 20000 },\n        },\n        {\n          activityId: 'emit_approval_requested',\n          activityName: 'Emit Approval Requested Event',\n          activityType: 'EMIT_EVENT',\n          config: {\n            eventName: 'approval.requested',\n            payload: { requestId: '{{context.request.id}}', workflowInstanceId: '{{workflow.instanceId}}' },\n          },\n          async: true,\n        },\n      ],\n    },\n    {\n      transitionId: 'approval_to_end',\n      transitionName: 'Approval Decision',\n      fromStepId: 'approval',\n      toStepId: 'end',\n      trigger: 'manual',\n      priority: 100,\n      activities: [\n        {\n          activityId: 'notify_requester',\n          activityName: 'Notify Requester of Decision',\n          activityType: 'SEND_EMAIL',\n          config: {\n            to: '{{context.requester.email}}',\n            subject: 'Approval Decision: {{context.request.title}}',\n            template: 'approval_decision',\n            data: {\n              requestId: '{{context.request.id}}',\n              title: '{{context.request.title}}',\n              decision: '{{task.result.approved}}',\n              comments: '{{task.result.comments}}',\n              approver: '{{task.completedBy}}',\n            },\n          },\n          timeout: 'PT10S',\n          async: true,\n        },\n        {\n          activityId: 'emit_approval_completed',\n          activityName: 'Emit Approval Completed Event',\n          activityType: 'EMIT_EVENT',\n          config: {\n            eventName: 'approval.completed',\n            payload: {\n              requestId: '{{context.request.id}}',\n              approved: '{{task.result.approved}}',\n              approvedBy: '{{task.completedBy}}',\n              timestamp: '{{now}}',\n            },\n          },\n          async: true,\n        },\n      ],\n    },\n  ],\n})\n\n// ============================================================================\n// Checkout Demo Workflow\n// ============================================================================\n\nconst checkoutDemo = defineWorkflow({\n  workflowId: 'workflows.checkout-demo',\n  workflowName: 'Checkout with Payment Webhook',\n  description: 'Realistic checkout workflow with signal-based payment confirmation',\n  metadata: { category: 'E-commerce', tags: ['checkout', 'demo', 'payments', 'signals'], icon: 'ShoppingCart' },\n  steps: [\n    {\n      stepId: 'start',\n      stepName: 'Start',\n      stepType: 'START',\n      description: 'Checkout process initiated',\n      preConditions: [{\n        ruleId: 'workflow_checkout_cart_not_empty',\n        required: true,\n        validationMessage: {\n          en: 'Your shopping cart is empty. Please add items before starting checkout.',\n          pl: 'Tw\u00F3j koszyk jest pusty. Dodaj produkty przed rozpocz\u0119ciem zakupu.',\n        },\n      }],\n    },\n    { stepId: 'cart_validation', stepName: 'Cart Validation', stepType: 'AUTOMATED', description: 'Validate cart has items and inventory is available', timeout: 'PT10S' },\n    {\n      stepId: 'customer_info',\n      stepName: 'Customer Information',\n      stepType: 'USER_TASK',\n      description: 'Collect customer shipping and contact information',\n      userTaskConfig: {\n        formSchema: {\n          type: 'object',\n          properties: {\n            fullName: { type: 'string', title: 'Full Name', description: \"Customer's full legal name\" },\n            email: { type: 'string', format: 'email', title: 'Email Address', description: 'Email for order confirmation' },\n            phone: { type: 'string', title: 'Phone Number', description: 'Contact number for delivery' },\n            comment: { type: 'string', title: 'Order Comment', maxLength: 500, description: 'Special instructions or notes' },\n          },\n          required: ['fullName', 'email'],\n        },\n        slaDuration: 'PT24H',\n      },\n    },\n    { stepId: 'payment_initiation', stepName: 'Initiate Payment', stepType: 'AUTOMATED', description: 'Send payment request to payment provider', timeout: 'PT10S' },\n    {\n      stepId: 'wait_payment_confirmation',\n      stepName: 'Wait for Payment Confirmation',\n      stepType: 'WAIT_FOR_SIGNAL',\n      description: 'Waiting for payment provider webhook confirmation',\n      signalConfig: { signalName: 'payment_confirmed', timeout: 'PT5M' },\n    },\n    { stepId: 'order_confirmation', stepName: 'Order Confirmation', stepType: 'AUTOMATED', description: 'Create order record and send confirmation', timeout: 'PT15S' },\n    { stepId: 'end', stepName: 'Complete', stepType: 'END', description: 'Checkout completed successfully' },\n  ] as const,\n  transitions: [\n    {\n      transitionId: 'start_to_cart',\n      transitionName: 'Initialize Checkout',\n      fromStepId: 'start',\n      toStepId: 'cart_validation',\n      trigger: 'auto',\n      priority: 100,\n      activities: [{\n        activityId: 'log_checkout_start',\n        activityName: 'Log Checkout Start',\n        activityType: 'EMIT_EVENT',\n        config: {\n          eventName: 'checkout.started',\n          payload: { customerId: '{{context.customerId}}', cartId: '{{context.cartId}}', currency: '{{context.currency}}', timestamp: '{{now}}' },\n        },\n        async: false,\n      }],\n    },\n    {\n      transitionId: 'cart_to_customer_info',\n      transitionName: 'Collect Customer Information',\n      fromStepId: 'cart_validation',\n      toStepId: 'customer_info',\n      trigger: 'auto',\n      priority: 100,\n      preConditions: [{ ruleId: 'workflow_checkout_cart_not_empty', required: true }],\n    },\n    {\n      transitionId: 'customer_info_to_payment',\n      transitionName: 'Initiate Payment',\n      fromStepId: 'customer_info',\n      toStepId: 'payment_initiation',\n      trigger: 'auto',\n      priority: 100,\n    },\n    {\n      transitionId: 'payment_to_wait_confirmation',\n      transitionName: 'Wait for Confirmation',\n      fromStepId: 'payment_initiation',\n      toStepId: 'wait_payment_confirmation',\n      trigger: 'auto',\n      priority: 100,\n    },\n    {\n      transitionId: 'confirmation_to_order',\n      transitionName: 'Payment Confirmed',\n      fromStepId: 'wait_payment_confirmation',\n      toStepId: 'order_confirmation',\n      trigger: 'auto',\n      priority: 100,\n    },\n    {\n      transitionId: 'confirmation_to_end',\n      transitionName: 'Finalize Order',\n      fromStepId: 'order_confirmation',\n      toStepId: 'end',\n      trigger: 'auto',\n      priority: 100,\n      activities: [\n        {\n          activityId: 'create_order',\n          activityName: 'Create Order Record',\n          activityType: 'CALL_API',\n          config: {\n            endpoint: '/api/sales/orders',\n            method: 'POST',\n            body: {\n              customerEntityId: '{{context.customer.id}}',\n              currencyCode: '{{context.cart.currency}}',\n              placedAt: '{{now}}',\n              lines: '{{context.cart.orderLines}}',\n              adjustments: '{{context.cart.orderAdjustments}}',\n              grandTotalGrossAmount: '{{context.cart.total}}',\n            },\n            validateTenantMatch: true,\n          },\n          timeout: 'PT10S',\n          async: false,\n          retryPolicy: { maxAttempts: 3, initialIntervalMs: 2000, backoffCoefficient: 2, maxIntervalMs: 10000 },\n        },\n        {\n          activityId: 'send_confirmation_email',\n          activityName: 'Send Order Confirmation Email',\n          activityType: 'SEND_EMAIL',\n          config: {\n            to: '{{context.customer.email}}',\n            subject: 'Order Confirmation',\n            template: 'order_confirmation',\n            data: { customerName: '{{context.customer.name}}', total: '{{context.cart.total}}' },\n          },\n          timeout: 'PT15S',\n          async: true,\n          retryPolicy: { maxAttempts: 3, initialIntervalMs: 2000, backoffCoefficient: 2, maxIntervalMs: 20000 },\n        },\n      ],\n    },\n  ],\n})\n\n// ============================================================================\n// Module Export\n// ============================================================================\n\nexport const workflowsConfig = createWorkflowsModuleConfig({\n  moduleId: 'workflows',\n  workflows: [simpleApproval, checkoutDemo],\n})\n\nexport default workflowsConfig\n"],
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.6.7-develop.6589.1.f8748e07d4",
+  "version": "0.6.7-develop.6592.1.7f69fa2454",
   "license": "MIT",
   "type": "module",
   "main": "./dist/index.js",
@@ -253,16 +253,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.6.7-develop.6589.1.f8748e07d4",
-    "@open-mercato/shared": "0.6.7-develop.6589.1.f8748e07d4",
-    "@open-mercato/ui": "0.6.7-develop.6589.1.f8748e07d4",
+    "@open-mercato/ai-assistant": "0.6.7-develop.6592.1.7f69fa2454",
+    "@open-mercato/shared": "0.6.7-develop.6592.1.7f69fa2454",
+    "@open-mercato/ui": "0.6.7-develop.6592.1.7f69fa2454",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.6.7-develop.6589.1.f8748e07d4",
-    "@open-mercato/shared": "0.6.7-develop.6589.1.f8748e07d4",
-    "@open-mercato/ui": "0.6.7-develop.6589.1.f8748e07d4",
+    "@open-mercato/ai-assistant": "0.6.7-develop.6592.1.7f69fa2454",
+    "@open-mercato/shared": "0.6.7-develop.6592.1.7f69fa2454",
+    "@open-mercato/ui": "0.6.7-develop.6592.1.7f69fa2454",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.1",

package/src/modules/customers/api/deals/aggregate/route.ts

@@ -5,6 +5,7 @@ import type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'
 import { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'
 import { createRequestContainer } from '@open-mercato/shared/lib/di/container'
 import { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'
+import { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'
 import type { ExchangeRateService } from '@open-mercato/core/modules/currencies/services/exchangeRateService'
 import { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'
 import { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'
@@ -139,7 +140,7 @@ function restrictToIds(where: string[], values: Array<string | number | null>, i
 
 export async function GET(req: Request) {
   const auth = await getAuthFromRequest(req)
-  if (!auth?.tenantId || !auth.orgId) {
+  if (!auth?.tenantId) {
     return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
   }
 
@@ -170,14 +171,10 @@ export async function GET(req: Request) {
   // when rbacService cannot be resolved (e.g. in unit tests with a minimal container).
   const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })
   const effectiveTenantId = scope.tenantId ?? auth.tenantId
-  const orgFilterIds = Array.isArray(scope.filterIds) && scope.filterIds.length > 0
-    ? scope.filterIds.filter((id) => typeof id === 'string' && id.length > 0)
-    : auth.orgId
-      ? [auth.orgId]
-      : []
-  if (!effectiveTenantId || orgFilterIds.length === 0) {
+  if (!effectiveTenantId) {
     return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
   }
+  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId })
 
   // Raw SQL is used here intentionally — the route only projects non-encrypted columns
   // (`pipeline_stage_id`, `value_amount`, `value_currency`, `status`, plus filters). It

package/src/modules/customers/api/deals/summary/route.ts

@@ -8,6 +8,7 @@ import { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/d
 import type { ExchangeRateService, RateResult } from '@open-mercato/core/modules/currencies/services/exchangeRateService'
 import type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'
 import { fetchStuckDealIds } from '../../../lib/stuckDeals'
+import { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'
 import {
   computeDelta,
   convertSumsToBase,
@@ -163,7 +164,7 @@ function sumsByCurrency(entries: Array<{ currency: string | null; total: number
 
 export async function GET(req: Request) {
   const auth = await getAuthFromRequest(req)
-  if (!auth?.tenantId || !auth.orgId) {
+  if (!auth?.tenantId) {
     return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
   }
 
@@ -172,14 +173,10 @@ export async function GET(req: Request) {
 
   const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })
   const effectiveTenantId = scope.tenantId ?? auth.tenantId
-  const orgFilterIds = Array.isArray(scope.filterIds) && scope.filterIds.length > 0
-    ? scope.filterIds.filter((id) => typeof id === 'string' && id.length > 0)
-    : auth.orgId
-      ? [auth.orgId]
-      : []
-  if (!effectiveTenantId || orgFilterIds.length === 0) {
+  if (!effectiveTenantId) {
     return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
   }
+  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId })
 
   const today = new Date()
   const currentQuarter = getQuarterWindow(today)

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

@@ -0,0 +1,40 @@
+import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'
+import type { OrganizationScope } from '@open-mercato/core/modules/directory/utils/organizationScope'
+
+// Matches no organization row, so a caller with nothing in scope reads an empty result set
+// instead of being told their session failed. A 401 here is not merely wrong but harmful:
+// `apiFetch` treats it as an expired session and bounces through /api/auth/session/refresh,
+// which succeeds and returns to the same page — an endless reload.
+export const NO_ORGANIZATION_SENTINEL = '00000000-0000-0000-0000-000000000000'
+
+/**
+ * Resolves the organization ids a deals read should filter by.
+ *
+ * `scope.filterIds === null` is the resolver's "all organizations" signal — it is only
+ * returned once RBAC has cleared the caller for every org in the tenant, so it must widen
+ * the read rather than narrow it. `auth.orgId` is null in exactly that case (the super-admin
+ * org cookie override clears it), which is why it cannot be used as a fallback there.
+ *
+ * Always returns at least one id, so callers can rely on `[0]` for the single-organization
+ * lookups (base currency, exchange-rate scope) these routes still perform.
+ */
+export async function resolveDealsOrganizationIds(params: {
+  em: CoreEntityManager
+  scope: Pick<OrganizationScope, 'filterIds'>
+  auth: { orgId?: string | null }
+  tenantId: string
+}): Promise<string[]> {
+  const { em, scope, auth, tenantId } = params
+  if (Array.isArray(scope.filterIds) && scope.filterIds.length > 0) {
+    return scope.filterIds.filter((id) => typeof id === 'string' && id.length > 0)
+  }
+  if (scope.filterIds === null) {
+    const rows = await em.getConnection().execute<Array<{ id: string }>>(
+      `SELECT id FROM organizations WHERE tenant_id = ? AND deleted_at IS NULL`,
+      [tenantId],
+    )
+    const ids = rows.map((row: { id: string }) => String(row.id)).filter((id: string) => id.length > 0)
+    if (ids.length > 0) return ids
+  }
+  return auth.orgId ? [auth.orgId] : [NO_ORGANIZATION_SENTINEL]
+}

package/src/modules/workflows/workflows.ts

@@ -59,7 +59,7 @@ const simpleApproval = defineWorkflow({
           activityName: 'Emit Approval Requested Event',
           activityType: 'EMIT_EVENT',
           config: {
-            eventType: 'approval.requested',
+            eventName: 'approval.requested',
             payload: { requestId: '{{context.request.id}}', workflowInstanceId: '{{workflow.instanceId}}' },
           },
           async: true,
@@ -98,7 +98,7 @@ const simpleApproval = defineWorkflow({
           activityName: 'Emit Approval Completed Event',
           activityType: 'EMIT_EVENT',
           config: {
-            eventType: 'approval.completed',
+            eventName: 'approval.completed',
             payload: {
               requestId: '{{context.request.id}}',
               approved: '{{task.result.approved}}',