@open-mercato/core 0.6.7-develop.6726.1.983ae8a07e → 0.6.7-develop.6749.1.6b54c56dfe

package/dist/modules/staff/components/detail/dictionaries.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/staff/components/detail/dictionaries.ts"],
-  "sourcesContent": ["\"use client\"\n\nimport { apiCall, apiCallOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\n\nexport type DictionaryEntryOption = {\n  value: string\n  label: string\n  color: string | null\n  icon: string | null\n}\n\ntype DictionarySummary = {\n  id: string\n  key: string\n  name: string\n}\n\nconst STAFF_DICTIONARY_KEYS = {\n  activityTypes: 'staff-activity-types',\n  addressTypes: 'staff-address-types',\n} as const\n\nasync function ensureDictionary(key: string, name: string): Promise<DictionarySummary | null> {\n  const listCall = await apiCall<{ items?: DictionarySummary[] }>('/api/dictionaries')\n  const items = Array.isArray(listCall.result?.items) ? listCall.result?.items ?? [] : []\n  const existing = items.find((item) => item && item.key === key)\n  if (existing) return existing\n  if (!listCall.ok) return null\n  const created = await apiCallOrThrow<DictionarySummary>(\n    '/api/dictionaries',\n    {\n      method: 'POST',\n      headers: { 'content-type': 'application/json' },\n      body: JSON.stringify({ key, name }),\n    },\n  )\n  const result = created.result as DictionarySummary | undefined\n  if (result && result.id && result.key) return result\n  return null\n}\n\nexport async function loadStaffDictionaryEntries(kind: keyof typeof STAFF_DICTIONARY_KEYS): Promise<DictionaryEntryOption[]> {\n  const { entries } = await loadStaffDictionary(kind)\n  return entries\n}\n\nexport async function loadStaffDictionary(\n  kind: keyof typeof STAFF_DICTIONARY_KEYS,\n): Promise<{ dictionary: DictionarySummary | null; entries: DictionaryEntryOption[] }> {\n  const key = STAFF_DICTIONARY_KEYS[kind]\n  const name = kind === 'activityTypes' ? 'Staff activity types' : 'Staff address types'\n  const dictionary = await ensureDictionary(key, name)\n  if (!dictionary) return { dictionary: null, entries: [] }\n  const entriesCall = await apiCall<{ items?: Record<string, unknown>[] }>(`/api/dictionaries/${dictionary.id}/entries`)\n  if (!entriesCall.ok) return { dictionary, entries: [] }\n  const items = Array.isArray(entriesCall.result?.items) ? entriesCall.result?.items ?? [] : []\n  const entries = items\n    .map((entry) => {\n      if (!entry || typeof entry !== 'object') return null\n      const record = entry as Record<string, unknown>\n      const value = typeof record.value === 'string' ? record.value : null\n      if (!value) return null\n      const label = typeof record.label === 'string' && record.label.trim().length ? record.label : value\n      const color = typeof record.color === 'string' ? record.color : null\n      const icon = typeof record.icon === 'string' ? record.icon : null\n      return { value, label, color, icon }\n    })\n    .filter((entry): entry is DictionaryEntryOption => !!entry)\n  return { dictionary, entries }\n}\n\nexport async function createStaffDictionaryEntry(\n  kind: keyof typeof STAFF_DICTIONARY_KEYS,\n  input: { value: string; label?: string; color?: string | null; icon?: string | null },\n): Promise<DictionaryEntryOption | null> {\n  const key = STAFF_DICTIONARY_KEYS[kind]\n  const name = kind === 'activityTypes' ? 'Staff activity types' : 'Staff address types'\n  const dictionary = await ensureDictionary(key, name)\n  if (!dictionary) return null\n  const response = await apiCallOrThrow<Record<string, unknown>>(\n    `/api/dictionaries/${dictionary.id}/entries`,\n    {\n      method: 'POST',\n      headers: { 'content-type': 'application/json' },\n      body: JSON.stringify({\n        value: input.value,\n        label: input.label ?? undefined,\n        color: input.color ?? undefined,\n        icon: input.icon ?? undefined,\n      }),\n    },\n  )\n  const payload = response.result ?? {}\n  const value = typeof payload.value === 'string' && payload.value.trim().length ? payload.value : input.value\n  const label = typeof payload.label === 'string' && payload.label.trim().length ? payload.label : value\n  const color = typeof payload.color === 'string' ? payload.color : input.color ?? null\n  const icon = typeof payload.icon === 'string' ? payload.icon : input.icon ?? null\n  return { value, label, color, icon }\n}\n"],
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+  "sourcesContent": ["\"use client\"\n\nimport { apiCall, apiCallOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport { fetchAllDictionaryEntries } from '@open-mercato/core/modules/dictionaries/lib/fetchAllEntries'\n\nexport type DictionaryEntryOption = {\n  value: string\n  label: string\n  color: string | null\n  icon: string | null\n}\n\ntype DictionarySummary = {\n  id: string\n  key: string\n  name: string\n}\n\nconst STAFF_DICTIONARY_KEYS = {\n  activityTypes: 'staff-activity-types',\n  addressTypes: 'staff-address-types',\n} as const\n\nasync function ensureDictionary(key: string, name: string): Promise<DictionarySummary | null> {\n  const listCall = await apiCall<{ items?: DictionarySummary[] }>('/api/dictionaries')\n  const items = Array.isArray(listCall.result?.items) ? listCall.result?.items ?? [] : []\n  const existing = items.find((item) => item && item.key === key)\n  if (existing) return existing\n  if (!listCall.ok) return null\n  const created = await apiCallOrThrow<DictionarySummary>(\n    '/api/dictionaries',\n    {\n      method: 'POST',\n      headers: { 'content-type': 'application/json' },\n      body: JSON.stringify({ key, name }),\n    },\n  )\n  const result = created.result as DictionarySummary | undefined\n  if (result && result.id && result.key) return result\n  return null\n}\n\nexport async function loadStaffDictionaryEntries(kind: keyof typeof STAFF_DICTIONARY_KEYS): Promise<DictionaryEntryOption[]> {\n  const { entries } = await loadStaffDictionary(kind)\n  return entries\n}\n\nexport async function loadStaffDictionary(\n  kind: keyof typeof STAFF_DICTIONARY_KEYS,\n): Promise<{ dictionary: DictionarySummary | null; entries: DictionaryEntryOption[] }> {\n  const key = STAFF_DICTIONARY_KEYS[kind]\n  const name = kind === 'activityTypes' ? 'Staff activity types' : 'Staff address types'\n  const dictionary = await ensureDictionary(key, name)\n  if (!dictionary) return { dictionary: null, entries: [] }\n  const entriesCall = await fetchAllDictionaryEntries(dictionary.id)\n  if (!entriesCall.ok) return { dictionary, entries: [] }\n  const entries = entriesCall.items\n    .map((entry) => {\n      if (!entry || typeof entry !== 'object') return null\n      const record = entry as Record<string, unknown>\n      const value = typeof record.value === 'string' ? record.value : null\n      if (!value) return null\n      const label = typeof record.label === 'string' && record.label.trim().length ? record.label : value\n      const color = typeof record.color === 'string' ? record.color : null\n      const icon = typeof record.icon === 'string' ? record.icon : null\n      return { value, label, color, icon }\n    })\n    .filter((entry): entry is DictionaryEntryOption => !!entry)\n  return { dictionary, entries }\n}\n\nexport async function createStaffDictionaryEntry(\n  kind: keyof typeof STAFF_DICTIONARY_KEYS,\n  input: { value: string; label?: string; color?: string | null; icon?: string | null },\n): Promise<DictionaryEntryOption | null> {\n  const key = STAFF_DICTIONARY_KEYS[kind]\n  const name = kind === 'activityTypes' ? 'Staff activity types' : 'Staff address types'\n  const dictionary = await ensureDictionary(key, name)\n  if (!dictionary) return null\n  const response = await apiCallOrThrow<Record<string, unknown>>(\n    `/api/dictionaries/${dictionary.id}/entries`,\n    {\n      method: 'POST',\n      headers: { 'content-type': 'application/json' },\n      body: JSON.stringify({\n        value: input.value,\n        label: input.label ?? undefined,\n        color: input.color ?? undefined,\n        icon: input.icon ?? undefined,\n      }),\n    },\n  )\n  const payload = response.result ?? {}\n  const value = typeof payload.value === 'string' && payload.value.trim().length ? payload.value : input.value\n  const label = typeof payload.label === 'string' && payload.label.trim().length ? payload.label : value\n  const color = typeof payload.color === 'string' ? payload.color : input.color ?? null\n  const icon = typeof payload.icon === 'string' ? payload.icon : input.icon ?? null\n  return { value, label, color, icon }\n}\n"],
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   "names": []
 }

package/dist/modules/workflows/widgets/injection/order-approval/widget.client.js

@@ -9,6 +9,7 @@ import { Spinner } from "@open-mercato/ui/primitives/spinner";
 import { Textarea } from "@open-mercato/ui/primitives/textarea";
 import { Badge } from "@open-mercato/ui/primitives/badge";
 import { emitSalesDocumentDataRefresh } from "@open-mercato/core/modules/sales/lib/frontend/documentDataEvents";
+import { fetchAllDictionaryEntries } from "@open-mercato/core/modules/dictionaries/lib/fetchAllEntries";
 const WORKFLOW_ID = "sales.order-approval";
 function OrderApprovalWidget({ data }) {
   const t = useT();
@@ -102,10 +103,16 @@ function OrderApprovalWidget({ data }) {
     queryKey: ["dictionary-entries", orderStatusDictionaryId],
     queryFn: async () => {
       if (!orderStatusDictionaryId) return { items: [] };
-      const result = await apiCall(
-        `/api/dictionaries/${orderStatusDictionaryId}/entries`
-      );
-      return result.ok ? result.result : { items: [] };
+      const result = await fetchAllDictionaryEntries(orderStatusDictionaryId);
+      if (!result.ok) return { items: [] };
+      const items = result.items.flatMap((entry) => {
+        const id = typeof entry.id === "string" ? entry.id : null;
+        const value = typeof entry.value === "string" ? entry.value : null;
+        if (!id || !value) return [];
+        const label = typeof entry.label === "string" && entry.label.trim().length ? entry.label : value;
+        return [{ id, value, label }];
+      });
+      return { items };
     },
     enabled: Boolean(orderStatusDictionaryId),
     staleTime: 6e4

package/dist/modules/workflows/widgets/injection/order-approval/widget.client.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/workflows/widgets/injection/order-approval/widget.client.tsx"],
-  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport type { InjectionWidgetComponentProps } from '@open-mercato/shared/modules/widgets/injection'\nimport { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { Spinner } from '@open-mercato/ui/primitives/spinner'\nimport { Textarea } from '@open-mercato/ui/primitives/textarea'\nimport { Badge } from '@open-mercato/ui/primitives/badge'\nimport { emitSalesDocumentDataRefresh } from '@open-mercato/core/modules/sales/lib/frontend/documentDataEvents'\n\ntype OrderRecord = {\n  id: string\n  orderNumber?: string\n  status?: string\n  statusEntryId?: string\n}\n\ntype WorkflowInstance = {\n  id: string\n  workflowId: string\n  status: 'RUNNING' | 'PAUSED' | 'COMPLETED' | 'FAILED' | 'CANCELLED' | 'WAITING_FOR_ACTIVITIES'\n  currentStepId: string\n  context: Record<string, any>\n}\n\ntype UserTask = {\n  id: string\n  taskName: string\n  status: 'PENDING' | 'IN_PROGRESS' | 'COMPLETED' | 'CANCELLED'\n  workflowInstanceId: string\n  claimedBy: string | null\n}\n\ntype DictionaryEntry = {\n  id: string\n  value: string\n  label: string\n  color?: string\n  icon?: string\n}\n\nconst WORKFLOW_ID = 'sales.order-approval'\n\nexport default function OrderApprovalWidget({ data }: InjectionWidgetComponentProps<unknown, OrderRecord>) {\n  const t = useT()\n  const queryClient = useQueryClient()\n  const orderId = data?.id\n\n  const [decision, setDecision] = React.useState<'approve' | 'reject' | ''>('')\n  const [comments, setComments] = React.useState('')\n  const [error, setError] = React.useState<string | null>(null)\n\n  // Track if we're waiting for workflow to process (for polling)\n  const [isWaitingForProcessing, setIsWaitingForProcessing] = React.useState(false)\n\n  // Fetch current order status directly (to detect when workflow updates it)\n  // Use list endpoint with ID filter since single-item endpoint doesn't exist\n  const { data: orderData } = useQuery({\n    queryKey: ['order-status', orderId],\n    queryFn: async () => {\n      if (!orderId) return null\n      const result = await apiCall<{ items: Array<{ id: string; status?: string | null }> }>(\n        `/api/sales/orders?id=${orderId}&pageSize=1`\n      )\n      return result.ok && result.result?.items?.[0] ? result.result.items[0] : null\n    },\n    enabled: Boolean(orderId),\n    staleTime: 5_000,\n    // Poll when waiting for processing to detect status change\n    refetchInterval: isWaitingForProcessing ? 2_000 : false,\n  })\n\n  // Use fresh order status from query, fallback to prop data\n  // The API returns status as a string value (e.g., \"approved\", \"pending_approval\")\n  const currentOrderStatus = orderData?.status || data?.status\n\n  // Fetch active workflow instances for this order\n  const { data: instancesData, isLoading: instancesLoading } = useQuery({\n    queryKey: ['workflow-instances', orderId],\n    queryFn: async () => {\n      if (!orderId) return { data: [] }\n      const result = await apiCall<{ data: WorkflowInstance[] }>(\n        `/api/workflows/instances?entityId=${orderId}&status=RUNNING,PAUSED,WAITING_FOR_ACTIVITIES`\n      )\n      return result.ok ? result.result : { data: [] }\n    },\n    enabled: Boolean(orderId),\n    staleTime: 5_000,\n    // Poll every 2 seconds when waiting for processing\n    refetchInterval: isWaitingForProcessing ? 2_000 : false,\n  })\n\n  const activeInstance = instancesData?.data?.find(\n    (inst) => inst.workflowId === WORKFLOW_ID && !['COMPLETED', 'FAILED', 'CANCELLED'].includes(inst.status)\n  )\n\n  // Fetch pending user tasks for active instance\n  const { data: tasksData, isLoading: tasksLoading } = useQuery({\n    queryKey: ['workflow-tasks', activeInstance?.id],\n    queryFn: async () => {\n      if (!activeInstance?.id) return { data: [] }\n      const result = await apiCall<{ data: UserTask[] }>(\n        `/api/workflows/tasks?workflowInstanceId=${activeInstance.id}&status=PENDING,IN_PROGRESS`\n      )\n      return result.ok ? result.result : { data: [] }\n    },\n    enabled: Boolean(activeInstance?.id),\n    staleTime: 5_000,\n    // Poll every 2 seconds when waiting for processing\n    refetchInterval: isWaitingForProcessing ? 2_000 : false,\n  })\n\n  const pendingTask = tasksData?.data?.[0]\n\n  // Auto-detect when workflow is processing (active instance but no pending task)\n  const isProcessing = activeInstance && !pendingTask && !['COMPLETED', 'FAILED', 'CANCELLED'].includes(activeInstance.status)\n\n  // Track previous status to detect changes\n  const prevStatusRef = React.useRef<string | undefined>(data?.status)\n\n  // Update polling state when processing state changes\n  React.useEffect(() => {\n    if (isProcessing) {\n      setIsWaitingForProcessing(true)\n    } else if (!activeInstance || activeInstance.status === 'COMPLETED') {\n      setIsWaitingForProcessing(false)\n    }\n  }, [isProcessing, activeInstance])\n\n  // When order status changes, emit refresh event to update the page\n  React.useEffect(() => {\n    const newStatus = orderData?.status\n    const oldStatus = prevStatusRef.current\n\n    if (newStatus && oldStatus && newStatus !== oldStatus) {\n      // Status changed - emit document refresh event to reload the page data\n      if (orderId) {\n        emitSalesDocumentDataRefresh({ documentId: orderId, kind: 'order' })\n      }\n    }\n\n    prevStatusRef.current = newStatus || oldStatus\n  }, [orderData?.status, orderId])\n\n  // First fetch dictionaries to find the order_status dictionary ID\n  const { data: dictionariesData } = useQuery({\n    queryKey: ['dictionaries'],\n    queryFn: async () => {\n      const result = await apiCall<{ items: Array<{ id: string; key: string }> }>(\n        '/api/dictionaries'\n      )\n      return result.ok ? result.result : { items: [] }\n    },\n    staleTime: 60_000,\n  })\n\n  const orderStatusDictionaryId = React.useMemo(() => {\n    const dict = dictionariesData?.items?.find(d => d.key === 'sales.order_status')\n    return dict?.id\n  }, [dictionariesData])\n\n  // Fetch order status dictionary entries using the dictionary ID\n  const { data: statusEntriesData } = useQuery({\n    queryKey: ['dictionary-entries', orderStatusDictionaryId],\n    queryFn: async () => {\n      if (!orderStatusDictionaryId) return { items: [] }\n      const result = await apiCall<{ items: DictionaryEntry[] }>(\n        `/api/dictionaries/${orderStatusDictionaryId}/entries`\n      )\n      return result.ok ? result.result : { items: [] }\n    },\n    enabled: Boolean(orderStatusDictionaryId),\n    staleTime: 60_000,\n  })\n\n  const findStatusId = React.useCallback((code: string) => {\n    const entries = statusEntriesData?.items || []\n    // The API returns 'value' as the code/key for dictionary entries\n    const entry = entries.find(\n      (e) => e.value === code || e.label?.toLowerCase() === code.toLowerCase()\n    )\n    return entry?.id\n  }, [statusEntriesData])\n\n  // Start workflow mutation\n  const startWorkflowMutation = useMutation({\n    mutationFn: async () => {\n      const pendingApprovalStatusId = findStatusId('pending_approval')\n      const approvedStatusId = findStatusId('approved')\n      const rejectedStatusId = findStatusId('rejected')\n\n      if (!pendingApprovalStatusId || !approvedStatusId || !rejectedStatusId) {\n        throw new Error(t('workflows.orderApproval.missingStatuses', 'Missing order status entries. Please ensure pending_approval, approved, and rejected statuses exist in the sales.order_status dictionary.'))\n      }\n\n      const result = await apiCall<{ data: WorkflowInstance }>('/api/workflows/instances', {\n        method: 'POST',\n        body: JSON.stringify({\n          workflowId: WORKFLOW_ID,\n          initialContext: {\n            orderId,\n            pendingApprovalStatusId,\n            approvedStatusId,\n            rejectedStatusId,\n          },\n          metadata: {\n            entityType: 'SalesOrder',\n            entityId: orderId,\n          },\n        }),\n      })\n\n      if (!result.ok) {\n        const errorResult = result.result as { error?: string } | null\n        throw new Error(errorResult?.error || t('workflows.orderApproval.startError', 'Failed to start approval workflow'))\n      }\n\n      return result.result\n    },\n    onSuccess: () => {\n      setError(null)\n      queryClient.invalidateQueries({ queryKey: ['workflow-instances', orderId] })\n    },\n    onError: (err: Error) => {\n      setError(err.message)\n    },\n  })\n\n  // Complete task mutation\n  const completeTaskMutation = useMutation({\n    mutationFn: async ({ taskId, formData }: { taskId: string; formData: { decision: string; comments?: string } }) => {\n      const result = await apiCall(`/api/workflows/tasks/${taskId}/complete`, {\n        method: 'POST',\n        body: JSON.stringify({ formData }),\n      })\n\n      if (!result.ok) {\n        const errorResult = result.result as { error?: string } | null\n        throw new Error(errorResult?.error || t('workflows.orderApproval.completeError', 'Failed to complete approval task'))\n      }\n\n      return result.result\n    },\n    onSuccess: () => {\n      setError(null)\n      setDecision('')\n      setComments('')\n      // Start polling immediately after submitting decision\n      setIsWaitingForProcessing(true)\n      queryClient.invalidateQueries({ queryKey: ['workflow-instances', orderId] })\n      queryClient.invalidateQueries({ queryKey: ['workflow-tasks', activeInstance?.id] })\n      // Also refresh the order data\n      queryClient.invalidateQueries({ queryKey: ['sales-order', orderId] })\n    },\n    onError: (err: Error) => {\n      setError(err.message)\n    },\n  })\n\n  const handleStartWorkflow = () => {\n    // Start polling after starting workflow\n    setIsWaitingForProcessing(true)\n    startWorkflowMutation.mutate()\n  }\n\n  const handleCompleteTask = () => {\n    if (!pendingTask || !decision) return\n    completeTaskMutation.mutate({\n      taskId: pendingTask.id,\n      formData: { decision, comments },\n    })\n  }\n\n  // Handle keyboard shortcuts (Cmd/Ctrl+Enter to submit)\n  const handleKeyDown = (e: React.KeyboardEvent) => {\n    if ((e.metaKey || e.ctrlKey) && e.key === 'Enter') {\n      e.preventDefault()\n      if (pendingTask && decision && !isSubmitting) {\n        handleCompleteTask()\n      }\n    }\n  }\n\n  const isLoading = instancesLoading || tasksLoading\n  const isSubmitting = startWorkflowMutation.isPending || completeTaskMutation.isPending\n\n  // Don't render if no orderId\n  if (!orderId) return null\n\n  // Only show widget when order status is pending_approval\n  const orderStatus = currentOrderStatus?.toLowerCase()\n  if (orderStatus !== 'pending_approval') {\n    return null\n  }\n\n  // Loading state\n  if (isLoading) {\n    return (\n      <div className=\"flex items-center justify-center p-4\">\n        <Spinner size=\"sm\" />\n        <span className=\"ml-2 text-sm text-muted-foreground\">{t('common.loading', 'Loading...')}</span>\n      </div>\n    )\n  }\n\n  // Show workflow status badge\n  const getStatusBadge = () => {\n    if (!activeInstance) return null\n\n    const statusVariants: Record<string, 'default' | 'secondary' | 'destructive' | 'outline'> = {\n      RUNNING: 'default',\n      PAUSED: 'secondary',\n      WAITING_FOR_ACTIVITIES: 'secondary',\n      COMPLETED: 'default',\n    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)}\n\n      {/* No active workflow - show request approval button */}\n      {!activeInstance && (\n        <div className=\"space-y-3\">\n          <p className=\"text-sm text-muted-foreground\">\n            {t('workflows.orderApproval.noWorkflowActive', 'No approval workflow is active for this order.')}\n          </p>\n          <Button\n            onClick={handleStartWorkflow}\n            disabled={isSubmitting}\n            variant=\"default\"\n            size=\"sm\"\n          >\n            {isSubmitting && <Spinner size=\"sm\" className=\"mr-2\" />}\n            {t('workflows.orderApproval.requestApproval', 'Request Approval')}\n          </Button>\n        </div>\n      )}\n\n      {/* Active workflow with pending task - show approve/reject UI */}\n      {activeInstance && pendingTask && (\n        <div className=\"space-y-3\" onKeyDown={handleKeyDown}>\n          <div className=\"rounded-md border border-amber-200 bg-amber-50 p-3\">\n            <p className=\"text-sm font-medium text-amber-800\">\n              {t('workflows.orderApproval.pendingTitle', 'Pending Approval')}\n            </p>\n            <p className=\"text-xs text-amber-700 mt-1\">\n              {t('workflows.orderApproval.pendingDescription', 'This order requires approval before processing.')}\n            </p>\n          </div>\n\n          <div className=\"space-y-2\">\n            <label className=\"text-sm font-medium\">\n              {t('workflows.orderApproval.decisionLabel', 'Decision')}\n            </label>\n            <div className=\"flex gap-2\">\n              <Button\n                variant={decision === 'approve' ? 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'destructive' : 'outline'}\n                size=\"sm\"\n                onClick={() => setDecision('reject')}\n              >\n                {t('workflows.orderApproval.rejectButton', 'Reject')}\n              </Button>\n            </div>\n          </div>\n\n          <div className=\"space-y-2\">\n            <label className=\"text-sm font-medium\">\n              {t('workflows.orderApproval.commentsLabel', 'Comments')} <span className=\"text-muted-foreground font-normal\">({t('common.optional', 'optional')})</span>\n            </label>\n            <Textarea\n              value={comments}\n              onChange={(e) => setComments(e.target.value)}\n              placeholder={t('workflows.orderApproval.commentsPlaceholder', 'Add optional comments...')}\n              rows={2}\n            />\n          </div>\n\n          <Button\n            onClick={handleCompleteTask}\n            disabled={!decision || isSubmitting}\n            variant=\"default\"\n            size=\"sm\"\n            className=\"w-full\"\n          >\n            {isSubmitting && <Spinner size=\"sm\" className=\"mr-2\" />}\n            {t('workflows.orderApproval.submitDecision', 'Submit Decision')}\n          </Button>\n        </div>\n      )}\n\n      {/* Active workflow but no pending task (processing) */}\n      {activeInstance && !pendingTask && activeInstance.status !== 'COMPLETED' && (\n        <div className=\"rounded-md border border-blue-200 bg-blue-50 p-3\">\n          <p className=\"text-sm text-blue-800\">\n            {t('workflows.orderApproval.processing', 'Workflow is processing...')}\n          </p>\n        </div>\n      )}\n\n      {/* Completed workflow */}\n      {activeInstance && activeInstance.status === 'COMPLETED' && (\n        <div className=\"rounded-md border border-emerald-200 bg-emerald-50 p-3\">\n          <p className=\"text-sm text-emerald-800\">\n            {t('workflows.orderApproval.completed', 'Approval workflow completed.')}\n          </p>\n        </div>\n      )}\n    </div>\n  )\n}\n"],
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+  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport type { InjectionWidgetComponentProps } from '@open-mercato/shared/modules/widgets/injection'\nimport { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { Spinner } from '@open-mercato/ui/primitives/spinner'\nimport { Textarea } from '@open-mercato/ui/primitives/textarea'\nimport { Badge } from '@open-mercato/ui/primitives/badge'\nimport { emitSalesDocumentDataRefresh } from '@open-mercato/core/modules/sales/lib/frontend/documentDataEvents'\nimport { fetchAllDictionaryEntries } from '@open-mercato/core/modules/dictionaries/lib/fetchAllEntries'\n\ntype OrderRecord = {\n  id: string\n  orderNumber?: string\n  status?: string\n  statusEntryId?: string\n}\n\ntype WorkflowInstance = {\n  id: string\n  workflowId: string\n  status: 'RUNNING' | 'PAUSED' | 'COMPLETED' | 'FAILED' | 'CANCELLED' | 'WAITING_FOR_ACTIVITIES'\n  currentStepId: string\n  context: Record<string, any>\n}\n\ntype UserTask = {\n  id: string\n  taskName: string\n  status: 'PENDING' | 'IN_PROGRESS' | 'COMPLETED' | 'CANCELLED'\n  workflowInstanceId: string\n  claimedBy: string | null\n}\n\ntype DictionaryEntry = {\n  id: string\n  value: string\n  label: string\n  color?: string\n  icon?: string\n}\n\nconst WORKFLOW_ID = 'sales.order-approval'\n\nexport default function OrderApprovalWidget({ data }: InjectionWidgetComponentProps<unknown, OrderRecord>) {\n  const t = useT()\n  const queryClient = useQueryClient()\n  const orderId = data?.id\n\n  const [decision, setDecision] = React.useState<'approve' | 'reject' | ''>('')\n  const [comments, setComments] = React.useState('')\n  const [error, setError] = React.useState<string | null>(null)\n\n  // Track if we're waiting for workflow to process (for polling)\n  const [isWaitingForProcessing, setIsWaitingForProcessing] = React.useState(false)\n\n  // Fetch current order status directly (to detect when workflow updates it)\n  // Use list endpoint with ID filter since single-item endpoint doesn't exist\n  const { data: orderData } = useQuery({\n    queryKey: ['order-status', orderId],\n    queryFn: async () => {\n      if (!orderId) return null\n      const result = await apiCall<{ items: Array<{ id: string; status?: string | null }> }>(\n        `/api/sales/orders?id=${orderId}&pageSize=1`\n      )\n      return result.ok && result.result?.items?.[0] ? 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result.result : { items: [] }\n    },\n    staleTime: 60_000,\n  })\n\n  const orderStatusDictionaryId = React.useMemo(() => {\n    const dict = dictionariesData?.items?.find(d => d.key === 'sales.order_status')\n    return dict?.id\n  }, [dictionariesData])\n\n  // Fetch order status dictionary entries using the dictionary ID\n  const { data: statusEntriesData } = useQuery({\n    queryKey: ['dictionary-entries', orderStatusDictionaryId],\n    queryFn: async (): Promise<{ items: DictionaryEntry[] }> => {\n      if (!orderStatusDictionaryId) return { items: [] }\n      const result = await fetchAllDictionaryEntries(orderStatusDictionaryId)\n      if (!result.ok) return { items: [] }\n      const items = result.items.flatMap((entry) => {\n        const id = typeof entry.id === 'string' ? entry.id : null\n        const value = typeof entry.value === 'string' ? entry.value : null\n        if (!id || !value) return []\n        const label = typeof entry.label === 'string' && entry.label.trim().length ? entry.label : value\n        return [{ id, value, label }]\n      })\n      return { items }\n    },\n    enabled: Boolean(orderStatusDictionaryId),\n    staleTime: 60_000,\n  })\n\n  const findStatusId = React.useCallback((code: string) => {\n    const entries = statusEntriesData?.items || []\n    // The API returns 'value' as the code/key for dictionary entries\n    const entry = entries.find(\n      (e) => e.value === code || e.label?.toLowerCase() === code.toLowerCase()\n    )\n    return entry?.id\n  }, [statusEntriesData])\n\n  // Start workflow mutation\n  const startWorkflowMutation = useMutation({\n    mutationFn: async () => {\n      const pendingApprovalStatusId = findStatusId('pending_approval')\n      const approvedStatusId = findStatusId('approved')\n      const rejectedStatusId = findStatusId('rejected')\n\n      if (!pendingApprovalStatusId || !approvedStatusId || !rejectedStatusId) {\n        throw new Error(t('workflows.orderApproval.missingStatuses', 'Missing order status entries. Please ensure pending_approval, approved, and rejected statuses exist in the sales.order_status dictionary.'))\n      }\n\n      const result = await apiCall<{ data: WorkflowInstance }>('/api/workflows/instances', {\n        method: 'POST',\n        body: JSON.stringify({\n          workflowId: WORKFLOW_ID,\n          initialContext: {\n            orderId,\n            pendingApprovalStatusId,\n            approvedStatusId,\n            rejectedStatusId,\n          },\n          metadata: {\n            entityType: 'SalesOrder',\n            entityId: orderId,\n          },\n        }),\n      })\n\n      if (!result.ok) {\n        const errorResult = result.result as { error?: string } | null\n        throw new Error(errorResult?.error || t('workflows.orderApproval.startError', 'Failed to start approval workflow'))\n      }\n\n      return result.result\n    },\n    onSuccess: () => {\n      setError(null)\n      queryClient.invalidateQueries({ queryKey: ['workflow-instances', orderId] })\n    },\n    onError: (err: Error) => {\n      setError(err.message)\n    },\n  })\n\n  // Complete task mutation\n  const completeTaskMutation = useMutation({\n    mutationFn: async ({ taskId, formData }: { taskId: string; formData: { decision: string; comments?: string } }) => {\n      const result = await apiCall(`/api/workflows/tasks/${taskId}/complete`, {\n        method: 'POST',\n        body: JSON.stringify({ formData }),\n      })\n\n      if (!result.ok) {\n        const errorResult = result.result as { error?: string } | null\n        throw new Error(errorResult?.error || t('workflows.orderApproval.completeError', 'Failed to complete approval task'))\n      }\n\n      return result.result\n    },\n    onSuccess: () => {\n      setError(null)\n      setDecision('')\n      setComments('')\n      // Start polling immediately after submitting decision\n      setIsWaitingForProcessing(true)\n      queryClient.invalidateQueries({ queryKey: ['workflow-instances', orderId] })\n      queryClient.invalidateQueries({ queryKey: ['workflow-tasks', activeInstance?.id] })\n      // Also refresh the order data\n      queryClient.invalidateQueries({ queryKey: ['sales-order', orderId] })\n    },\n    onError: (err: Error) => {\n      setError(err.message)\n    },\n  })\n\n  const handleStartWorkflow = () => {\n    // Start polling after starting workflow\n    setIsWaitingForProcessing(true)\n    startWorkflowMutation.mutate()\n  }\n\n  const handleCompleteTask = () => {\n    if (!pendingTask || !decision) return\n    completeTaskMutation.mutate({\n      taskId: pendingTask.id,\n      formData: { decision, comments },\n    })\n  }\n\n  // Handle keyboard shortcuts (Cmd/Ctrl+Enter to submit)\n  const handleKeyDown = (e: React.KeyboardEvent) => {\n    if ((e.metaKey || e.ctrlKey) && e.key === 'Enter') {\n      e.preventDefault()\n      if (pendingTask && decision && !isSubmitting) {\n        handleCompleteTask()\n      }\n    }\n  }\n\n  const isLoading = instancesLoading || tasksLoading\n  const isSubmitting = startWorkflowMutation.isPending || completeTaskMutation.isPending\n\n  // Don't render if no orderId\n  if (!orderId) return null\n\n  // Only show widget when order status is pending_approval\n  const orderStatus = currentOrderStatus?.toLowerCase()\n  if (orderStatus !== 'pending_approval') {\n    return null\n  }\n\n  // Loading state\n  if (isLoading) {\n    return (\n      <div className=\"flex items-center justify-center p-4\">\n        <Spinner size=\"sm\" />\n        <span className=\"ml-2 text-sm text-muted-foreground\">{t('common.loading', 'Loading...')}</span>\n      </div>\n    )\n  }\n\n  // Show workflow status badge\n  const getStatusBadge = () => {\n    if (!activeInstance) return null\n\n    const statusVariants: Record<string, 'default' | 'secondary' | 'destructive' | 'outline'> = {\n      RUNNING: 'default',\n      PAUSED: 'secondary',\n      WAITING_FOR_ACTIVITIES: 'secondary',\n      COMPLETED: 'default',\n    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)}\n\n      {/* No active workflow - show request approval button */}\n      {!activeInstance && (\n        <div className=\"space-y-3\">\n          <p className=\"text-sm text-muted-foreground\">\n            {t('workflows.orderApproval.noWorkflowActive', 'No approval workflow is active for this order.')}\n          </p>\n          <Button\n            onClick={handleStartWorkflow}\n            disabled={isSubmitting}\n            variant=\"default\"\n            size=\"sm\"\n          >\n            {isSubmitting && <Spinner size=\"sm\" className=\"mr-2\" />}\n            {t('workflows.orderApproval.requestApproval', 'Request Approval')}\n          </Button>\n        </div>\n      )}\n\n      {/* Active workflow with pending task - show approve/reject UI */}\n      {activeInstance && pendingTask && (\n        <div className=\"space-y-3\" onKeyDown={handleKeyDown}>\n          <div className=\"rounded-md border border-amber-200 bg-amber-50 p-3\">\n            <p className=\"text-sm font-medium text-amber-800\">\n              {t('workflows.orderApproval.pendingTitle', 'Pending Approval')}\n            </p>\n            <p className=\"text-xs text-amber-700 mt-1\">\n              {t('workflows.orderApproval.pendingDescription', 'This order requires approval before processing.')}\n            </p>\n          </div>\n\n          <div className=\"space-y-2\">\n            <label className=\"text-sm font-medium\">\n              {t('workflows.orderApproval.decisionLabel', 'Decision')}\n            </label>\n            <div className=\"flex gap-2\">\n              <Button\n                variant={decision === 'approve' ? 'default' : 'outline'}\n                size=\"sm\"\n                onClick={() => setDecision('approve')}\n                className={decision === 'approve' ? 'bg-emerald-600 hover:bg-emerald-700' : ''}\n              >\n                {t('workflows.orderApproval.approveButton', 'Approve')}\n              </Button>\n              <Button\n                variant={decision === 'reject' ? 'destructive' : 'outline'}\n                size=\"sm\"\n                onClick={() => setDecision('reject')}\n              >\n                {t('workflows.orderApproval.rejectButton', 'Reject')}\n              </Button>\n            </div>\n          </div>\n\n          <div className=\"space-y-2\">\n            <label className=\"text-sm font-medium\">\n              {t('workflows.orderApproval.commentsLabel', 'Comments')} <span className=\"text-muted-foreground font-normal\">({t('common.optional', 'optional')})</span>\n            </label>\n            <Textarea\n              value={comments}\n              onChange={(e) => setComments(e.target.value)}\n              placeholder={t('workflows.orderApproval.commentsPlaceholder', 'Add optional comments...')}\n              rows={2}\n            />\n          </div>\n\n          <Button\n            onClick={handleCompleteTask}\n            disabled={!decision || isSubmitting}\n            variant=\"default\"\n            size=\"sm\"\n            className=\"w-full\"\n          >\n            {isSubmitting && <Spinner size=\"sm\" className=\"mr-2\" />}\n            {t('workflows.orderApproval.submitDecision', 'Submit Decision')}\n          </Button>\n        </div>\n      )}\n\n      {/* Active workflow but no pending task (processing) */}\n      {activeInstance && !pendingTask && activeInstance.status !== 'COMPLETED' && (\n        <div className=\"rounded-md border border-blue-200 bg-blue-50 p-3\">\n          <p className=\"text-sm text-blue-800\">\n            {t('workflows.orderApproval.processing', 'Workflow is processing...')}\n          </p>\n        </div>\n      )}\n\n      {/* Completed workflow */}\n      {activeInstance && activeInstance.status === 'COMPLETED' && (\n        <div className=\"rounded-md border border-emerald-200 bg-emerald-50 p-3\">\n          <p className=\"text-sm text-emerald-800\">\n            {t('workflows.orderApproval.completed', 'Approval workflow completed.')}\n          </p>\n        </div>\n      )}\n    </div>\n  )\n}\n"],
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 }

package/generated/entities/resources_resource/index.ts

@@ -13,6 +13,7 @@ export const appearance_icon = "appearance_icon";
 export const appearance_color = "appearance_color";
 export const is_active = "is_active";
 export const availability_rule_set_id = "availability_rule_set_id";
+export const custom_fieldset_code = "custom_fieldset_code";
 export const created_at = "created_at";
 export const updated_at = "updated_at";
 export const deleted_at = "deleted_at";

package/generated/entity-fields-registry.ts

@@ -1783,6 +1783,7 @@ export const entityFieldsRegistry: Record<string, Record<string, string>> = {
       "appearance_color": "appearance_color",
       "is_active": "is_active",
       "availability_rule_set_id": "availability_rule_set_id",
+      "custom_fieldset_code": "custom_fieldset_code",
       "created_at": "created_at",
       "updated_at": "updated_at",
       "deleted_at": "deleted_at"

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.6.7-develop.6726.1.983ae8a07e",
+  "version": "0.6.7-develop.6749.1.6b54c56dfe",
   "license": "MIT",
   "type": "module",
   "main": "./dist/index.js",
@@ -254,16 +254,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.6.7-develop.6726.1.983ae8a07e",
-    "@open-mercato/shared": "0.6.7-develop.6726.1.983ae8a07e",
-    "@open-mercato/ui": "0.6.7-develop.6726.1.983ae8a07e",
+    "@open-mercato/ai-assistant": "0.6.7-develop.6749.1.6b54c56dfe",
+    "@open-mercato/shared": "0.6.7-develop.6749.1.6b54c56dfe",
+    "@open-mercato/ui": "0.6.7-develop.6749.1.6b54c56dfe",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.6.7-develop.6726.1.983ae8a07e",
-    "@open-mercato/shared": "0.6.7-develop.6726.1.983ae8a07e",
-    "@open-mercato/ui": "0.6.7-develop.6726.1.983ae8a07e",
+    "@open-mercato/ai-assistant": "0.6.7-develop.6749.1.6b54c56dfe",
+    "@open-mercato/shared": "0.6.7-develop.6749.1.6b54c56dfe",
+    "@open-mercato/ui": "0.6.7-develop.6749.1.6b54c56dfe",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.1",

package/src/helpers/integration/salesFixtures.ts

@@ -47,7 +47,27 @@ export async function createSalesOrderFixture(
   token: string,
   currencyCode = 'USD',
 ): Promise<string> {
-  return createEntity(request, token, '/api/sales/orders', { currencyCode }, ['id', 'orderId']);
+  // A sales order must contain at least one line (see issue #4021). Seed a
+  // zero-priced placeholder line so the order is valid on creation without
+  // perturbing totals in specs that add their own priced lines afterwards.
+  return createEntity(
+    request,
+    token,
+    '/api/sales/orders',
+    {
+      currencyCode,
+      lines: [
+        {
+          currencyCode,
+          quantity: 1,
+          name: `QA seed line ${Date.now()}`,
+          unitPriceNet: 0,
+          unitPriceGross: 0,
+        },
+      ],
+    },
+    ['id', 'orderId'],
+  );
 }
 
 export async function createOrderLineFixture(
@@ -108,7 +128,19 @@ export async function canManageSalesOrders(
 ): Promise<boolean> {
   const response = await apiRequest(request, 'POST', '/api/sales/orders', {
     token,
-    data: { currencyCode: 'USD' },
+    // A sales order must contain at least one line (issue #4021).
+    data: {
+      currencyCode: 'USD',
+      lines: [
+        {
+          currencyCode: 'USD',
+          quantity: 1,
+          name: 'QA probe line',
+          unitPriceNet: 0,
+          unitPriceGross: 0,
+        },
+      ],
+    },
   });
   if (response.status() === 403) return false;
   if (!response.ok()) return false;

package/src/helpers/integration/salesUi.ts

@@ -652,6 +652,14 @@ async function createSalesDocumentFixture(
   };
   if (customerEntityId) payload.customerEntityId = customerEntityId;
   if (channelId) payload.channelId = channelId;
+  if (kind === 'order') {
+    // A sales order must contain at least one line (issue #4021). Seed a
+    // zero-priced placeholder line so the order is valid on creation without
+    // perturbing totals in specs that add their own priced lines afterwards.
+    payload.lines = [
+      { currencyCode: 'USD', quantity: 1, name: 'QA seed line', unitPriceNet: 0, unitPriceGross: 0 },
+    ];
+  }
 
   const response = await apiRequest(page.request, 'POST', kind === 'quote' ? '/api/sales/quotes' : '/api/sales/orders', {
     token,

package/src/modules/auth/api/profile/route.ts

@@ -18,6 +18,7 @@ const logger = createLogger('auth').child({ component: 'profile' })
 
 const profileResponseSchema = z.object({
   email: z.string().email(),
+  name: z.string().nullable().optional(),
   roles: z.array(z.string()),
 })
 
@@ -106,7 +107,12 @@ export async function GET(req: Request) {
     if (!user) {
       return NextResponse.json({ error: translate('auth.users.form.errors.notFound', 'User not found') }, { status: 404 })
     }
-    return NextResponse.json({ email: String(user.email), roles: auth.roles ?? [] })
+    const displayName = typeof user.name === 'string' ? user.name.trim() : ''
+    return NextResponse.json({
+      email: String(user.email),
+      name: displayName.length > 0 ? displayName : null,
+      roles: auth.roles ?? [],
+    })
   } catch (err) {
     logger.error('Profile load failed', { err })
     return NextResponse.json({ error: translate('auth.profile.form.errors.load', 'Failed to load profile.') }, { status: 400 })
@@ -207,7 +213,7 @@ export const openApi: OpenApiRouteDoc = {
   methods: {
     GET: {
       summary: 'Get current profile',
-      description: 'Returns the email address for the signed-in user.',
+      description: 'Returns the email address, display name, and roles for the signed-in user. The display name is null when unset.',
       responses: [
         { status: 200, description: 'Profile payload', schema: profileResponseSchema },
         { status: 401, description: 'Unauthorized', schema: z.object({ error: z.string() }) },

package/src/modules/auth/backend/auth/profile/page.tsx

@@ -18,6 +18,7 @@ const logger = createLogger('auth').child({ component: 'profile-page' })
 
 type ProfileResponse = {
   email?: string | null
+  name?: string | null
 }
 
 type ProfileUpdateResponse = {

package/src/modules/auth/backend/profile/change-password/page.tsx

@@ -17,6 +17,7 @@ const logger = createLogger('auth').child({ component: 'change-password-page' })
 
 type ProfileResponse = {
   email?: string | null
+  name?: string | null
 }
 
 type ProfileUpdateResponse = {

package/src/modules/communication_channels/data/enrichers.ts

@@ -1,6 +1,10 @@
 import type { EntityManager } from '@mikro-orm/postgresql'
 import type { EnricherContext, ResponseEnricher } from '@open-mercato/shared/lib/crud/response-enricher'
 import { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'
+import {
+  applyMessageParticipantScope,
+  type MessagesParticipantScopeDatabase,
+} from '../../messages/lib/participantScope'
 import { sanitizeChannelHtml } from '../lib/sanitize-channel-html'
 import {
   CommunicationChannel,
@@ -43,21 +47,6 @@ type MessageRecord = Record<string, unknown> & {
   threadId?: string | null
 }
 
-type MessageParticipantDatabase = {
-  messages: {
-    id: string
-    tenant_id: string
-    organization_id: string | null
-    sender_user_id: string
-    deleted_at: Date | null
-  }
-  message_recipients: {
-    message_id: string
-    recipient_user_id: string
-    deleted_at: Date | null
-  }
-}
-
 type ResolvedCtx = EnricherContext & {
   em: EntityManager
 }
@@ -151,22 +140,13 @@ const messageChannelEnricher: ResponseEnricher<
       }))
     }
 
-    const db = em.getKysely<MessageParticipantDatabase>()
-    let participantQuery = db
-      .selectFrom('messages as m')
-      .leftJoin('message_recipients as r', (join) => join
-        .onRef('m.id', '=', 'r.message_id')
-        .on('r.recipient_user_id', '=', userId)
-        .on('r.deleted_at', 'is', null))
+    const db = em.getKysely<MessagesParticipantScopeDatabase>()
+    let participantQuery = applyMessageParticipantScope(db.selectFrom('messages as m'), userId)
       .select('m.id')
       .distinct()
       .where('m.id', 'in', messageIds)
       .where('m.tenant_id', '=', tenantId)
       .where('m.deleted_at', 'is', null)
-      .where((eb) => eb.or([
-        eb('m.sender_user_id', '=', userId),
-        eb('r.message_id', 'is not', null),
-      ]))
 
     participantQuery = organizationId !== null
       ? participantQuery.where('m.organization_id', '=', organizationId)

package/src/modules/customers/analytics.ts

@@ -31,6 +31,7 @@ export const analyticsConfig: AnalyticsModuleConfig = {
         id: { dbColumn: 'id', type: 'uuid' },
         valueAmount: { dbColumn: 'value_amount', type: 'numeric' },
         status: { dbColumn: 'status', type: 'text' },
+        closureOutcome: { dbColumn: 'closure_outcome', type: 'text' },
         pipelineStage: { dbColumn: 'pipeline_stage', type: 'text' },
         probability: { dbColumn: 'probability', type: 'numeric' },
         createdAt: { dbColumn: 'created_at', type: 'timestamp' },

package/src/modules/customers/components/detail/DealForm.tsx

@@ -15,6 +15,7 @@ import {
 } from '@open-mercato/ui/primitives/select'
 import { apiCall } from '@open-mercato/ui/backend/utils/apiCall'
 import { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'
+import { DEAL_DESCRIPTION_MAX_LENGTH } from '../../data/validators'
 import { DictionarySelectField } from '../formConfig'
 import { createDictionarySelectLabels } from './utils'
 import { E } from '#generated/entities.ids.generated'
@@ -263,7 +264,10 @@ const schema = z.object({
       'customers.people.detail.deals.expectedCloseInvalid',
     )
     .optional(),
-  description: z.string().max(4000, 'customers.people.detail.deals.descriptionTooLong').optional(),
+  description: z
+    .string()
+    .max(DEAL_DESCRIPTION_MAX_LENGTH, 'customers.people.detail.deals.descriptionTooLong')
+    .optional(),
   personIds: z.array(z.string().trim().min(1)).optional(),
   companyIds: z.array(z.string().trim().min(1)).optional(),
 }).passthrough()

package/src/modules/customers/components/detail/DealsSection.tsx

@@ -988,7 +988,7 @@ export function DealsSection({
                     {deal.title || emptyLabel}
                   </Link>
                   {deal.description ? (
-                    <p className="mt-1 text-sm text-muted-foreground whitespace-pre-wrap">{deal.description}</p>
+                    <p className="mt-1 line-clamp-3 text-sm text-muted-foreground whitespace-pre-wrap">{deal.description}</p>
                   ) : null}
                 </div>
                 <div className="flex items-center gap-2">

package/src/modules/customers/data/validators.ts

@@ -11,6 +11,10 @@ export const ACTIVITY_TIME_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.t
 export const ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.phoneRequired'
 export const ACTIVITY_PHONE_INVALID_MESSAGE_KEY = 'customers.activities.errors.phoneInvalid'
 
+// customer_deals.description is an unbounded `text` column; this cap only exists to keep
+// request bodies, fulltext search documents and query-index documents from growing without limit.
+export const DEAL_DESCRIPTION_MAX_LENGTH = 50_000
+
 const emptyStringToNull = (value: unknown): unknown => {
   if (typeof value !== 'string') return value
   const trimmed = value.trim()
@@ -161,7 +165,7 @@ export const companyUpdateSchema = z
 
 export const dealCreateSchema = scopedSchema.extend({
   title: z.string().min(1).max(200),
-  description: z.string().max(4000).optional(),
+  description: z.string().max(DEAL_DESCRIPTION_MAX_LENGTH).optional(),
   status: z.string().max(50).optional(),
   pipelineStage: z.string().max(100).optional(),
   pipelineId: uuid().optional(),

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

@@ -52,6 +52,9 @@
   "dashboards.analytics.settings.chartLayout": "Diagramm-Layout",
   "dashboards.analytics.settings.chartVariant": "Diagrammstil",
   "dashboards.analytics.settings.dateRange": "Zeitraum",
+  "dashboards.analytics.settings.dealStatusScope": "Berücksichtigte Deals",
+  "dashboards.analytics.settings.dealStatusScopeAll": "Alle Deals, einschließlich gewonnener und verlorener",
+  "dashboards.analytics.settings.dealStatusScopeOpen": "Nur offene Deals",
   "dashboards.analytics.settings.granularity": "Granularität",
   "dashboards.analytics.settings.horizontal": "Horizontal",
   "dashboards.analytics.settings.limit": "Anzahl der Elemente",

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

@@ -52,6 +52,9 @@
   "dashboards.analytics.settings.chartLayout": "Chart Layout",
   "dashboards.analytics.settings.chartVariant": "Chart Style",
   "dashboards.analytics.settings.dateRange": "Date Range",
+  "dashboards.analytics.settings.dealStatusScope": "Deals included",
+  "dashboards.analytics.settings.dealStatusScopeAll": "All deals, including won and lost",
+  "dashboards.analytics.settings.dealStatusScopeOpen": "Open deals only",
   "dashboards.analytics.settings.granularity": "Granularity",
   "dashboards.analytics.settings.horizontal": "Horizontal",
   "dashboards.analytics.settings.limit": "Number of items",

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

@@ -52,6 +52,9 @@
   "dashboards.analytics.settings.chartLayout": "Disposición del gráfico",
   "dashboards.analytics.settings.chartVariant": "Estilo de gráfico",
   "dashboards.analytics.settings.dateRange": "Rango de fechas",
+  "dashboards.analytics.settings.dealStatusScope": "Oportunidades incluidas",
+  "dashboards.analytics.settings.dealStatusScopeAll": "Todas las oportunidades, incluidas ganadas y perdidas",
+  "dashboards.analytics.settings.dealStatusScopeOpen": "Solo oportunidades abiertas",
   "dashboards.analytics.settings.granularity": "Granularidad",
   "dashboards.analytics.settings.horizontal": "Horizontal",
   "dashboards.analytics.settings.limit": "Número de elementos",

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

@@ -52,6 +52,9 @@
   "dashboards.analytics.settings.chartLayout": "Układ wykresu",
   "dashboards.analytics.settings.chartVariant": "Styl wykresu",
   "dashboards.analytics.settings.dateRange": "Zakres dat",
+  "dashboards.analytics.settings.dealStatusScope": "Uwzględnione szanse",
+  "dashboards.analytics.settings.dealStatusScopeAll": "Wszystkie szanse, w tym wygrane i przegrane",
+  "dashboards.analytics.settings.dealStatusScopeOpen": "Tylko otwarte szanse",
   "dashboards.analytics.settings.granularity": "Szczegółowość",
   "dashboards.analytics.settings.horizontal": "Poziomy",
   "dashboards.analytics.settings.limit": "Liczba elementów",