@open-mercato/core 0.6.7-develop.6751.1.ac823a3d26 → 0.6.7-develop.6758.1.697eade236

package/dist/modules/customers/analytics.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../src/modules/customers/analytics.ts"],
-  "sourcesContent": ["import type { AnalyticsModuleConfig } from '@open-mercato/shared/modules/analytics'\n\nexport const analyticsConfig: AnalyticsModuleConfig = {\n  entities: [\n    {\n      entityId: 'customers:entities',\n      requiredFeatures: ['customers.view'],\n      entityConfig: {\n        tableName: 'customer_entities',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        kind: { dbColumn: 'kind', type: 'text' },\n        status: { dbColumn: 'status', type: 'text' },\n        lifecycleStage: { dbColumn: 'lifecycle_stage', type: 'text' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        displayName: { dbColumn: 'display_name', type: 'text' },\n      },\n    },\n    {\n      entityId: 'customers:deals',\n      requiredFeatures: ['customers.deals.view'],\n      entityConfig: {\n        tableName: 'customer_deals',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        valueAmount: { dbColumn: 'value_amount', type: 'numeric' },\n        status: { dbColumn: 'status', type: 'text' },\n        closureOutcome: { dbColumn: 'closure_outcome', type: 'text' },\n        pipelineStage: { dbColumn: 'pipeline_stage', type: 'text' },\n        probability: { dbColumn: 'probability', type: 'numeric' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        expectedCloseAt: { dbColumn: 'expected_close_at', type: 'timestamp' },\n      },\n      labelResolvers: {\n        customerEntityId: { table: 'customer_entities', idColumn: 'id', labelColumn: 'display_name' },\n      },\n    },\n  ],\n}\n\nexport default analyticsConfig\nexport const config = analyticsConfig\n"],
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+  "sourcesContent": ["import type { AnalyticsModuleConfig } from '@open-mercato/shared/modules/analytics'\n\nexport const analyticsConfig: AnalyticsModuleConfig = {\n  entities: [\n    {\n      entityId: 'customers:entities',\n      requiredFeatures: ['customers.view'],\n      entityConfig: {\n        tableName: 'customer_entities',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        kind: { dbColumn: 'kind', type: 'text' },\n        status: { dbColumn: 'status', type: 'text' },\n        lifecycleStage: { dbColumn: 'lifecycle_stage', type: 'text' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        displayName: { dbColumn: 'display_name', type: 'text' },\n      },\n    },\n    {\n      entityId: 'customers:deals',\n      requiredFeatures: ['customers.deals.view'],\n      entityConfig: {\n        tableName: 'customer_deals',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n        currencyField: 'valueCurrency',\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        valueAmount: { dbColumn: 'value_amount', type: 'numeric' },\n        valueCurrency: { dbColumn: 'value_currency', type: 'text' },\n        status: { dbColumn: 'status', type: 'text' },\n        closureOutcome: { dbColumn: 'closure_outcome', type: 'text' },\n        pipelineStage: { dbColumn: 'pipeline_stage', type: 'text' },\n        probability: { dbColumn: 'probability', type: 'numeric' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        expectedCloseAt: { dbColumn: 'expected_close_at', type: 'timestamp' },\n      },\n      labelResolvers: {\n        customerEntityId: { table: 'customer_entities', idColumn: 'id', labelColumn: 'display_name' },\n      },\n    },\n  ],\n}\n\nexport default analyticsConfig\nexport const config = analyticsConfig\n"],
+  "mappings": "AAEO,MAAM,kBAAyC;AAAA,EACpD,UAAU;AAAA,IACR;AAAA,MACE,UAAU;AAAA,MACV,kBAAkB,CAAC,gBAAgB;AAAA,MACnC,cAAc;AAAA,QACZ,WAAW;AAAA,QACX,WAAW;AAAA,QACX,oBAAoB,CAAC,aAAa,iBAAiB;AAAA,MACrD;AAAA,MACA,eAAe;AAAA,QACb,IAAI,EAAE,UAAU,MAAM,MAAM,OAAO;AAAA,QACnC,MAAM,EAAE,UAAU,QAAQ,MAAM,OAAO;AAAA,QACvC,QAAQ,EAAE,UAAU,UAAU,MAAM,OAAO;AAAA,QAC3C,gBAAgB,EAAE,UAAU,mBAAmB,MAAM,OAAO;AAAA,QAC5D,WAAW,EAAE,UAAU,cAAc,MAAM,YAAY;AAAA,QACvD,aAAa,EAAE,UAAU,gBAAgB,MAAM,OAAO;AAAA,MACxD;AAAA,IACF;AAAA,IACA;AAAA,MACE,UAAU;AAAA,MACV,kBAAkB,CAAC,sBAAsB;AAAA,MACzC,cAAc;AAAA,QACZ,WAAW;AAAA,QACX,WAAW;AAAA,QACX,oBAAoB,CAAC,aAAa,iBAAiB;AAAA,QACnD,eAAe;AAAA,MACjB;AAAA,MACA,eAAe;AAAA,QACb,IAAI,EAAE,UAAU,MAAM,MAAM,OAAO;AAAA,QACnC,aAAa,EAAE,UAAU,gBAAgB,MAAM,UAAU;AAAA,QACzD,eAAe,EAAE,UAAU,kBAAkB,MAAM,OAAO;AAAA,QAC1D,QAAQ,EAAE,UAAU,UAAU,MAAM,OAAO;AAAA,QAC3C,gBAAgB,EAAE,UAAU,mBAAmB,MAAM,OAAO;AAAA,QAC5D,eAAe,EAAE,UAAU,kBAAkB,MAAM,OAAO;AAAA,QAC1D,aAAa,EAAE,UAAU,eAAe,MAAM,UAAU;AAAA,QACxD,WAAW,EAAE,UAAU,cAAc,MAAM,YAAY;AAAA,QACvD,iBAAiB,EAAE,UAAU,qBAAqB,MAAM,YAAY;AAAA,MACtE;AAAA,MACA,gBAAgB;AAAA,QACd,kBAAkB,EAAE,OAAO,qBAAqB,UAAU,MAAM,aAAa,eAAe;AAAA,MAC9F;AAAA,IACF;AAAA,EACF;AACF;AAEA,IAAO,oBAAQ;AACR,MAAM,SAAS;",
   "names": []
 }

package/dist/modules/customers/api/deals/aggregate/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 { resolveDealsOrganizationIds } from "../../../lib/dealsOrganizationScope.js";
+import { resolveOptionalBaseCurrencyCode } from "../../../lib/optionalBaseCurrency.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";
@@ -119,11 +120,11 @@ async function GET(req) {
     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]]
+  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
+    container,
+    effectiveTenantId,
+    orgFilterIds[0]
   );
-  const baseCurrencyCode = baseCurrency[0]?.code ?? null;
   const orgPlaceholders = orgFilterIds.map(() => "?").join(",");
   const where = [
     "tenant_id = ?",

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 { 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. 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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"],
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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 { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'\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. 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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 baseCurrencyCode = await resolveOptionalBaseCurrencyCode(\n    container,\n    effectiveTenantId,\n    orgFilterIds[0],\n  )\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"],
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   "names": []
 }

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

@@ -5,6 +5,7 @@ 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 { resolveOptionalBaseCurrencyCode } from "../../../lib/optionalBaseCurrency.js";
 import {
   computeDelta,
   convertSumsToBase,
@@ -124,11 +125,11 @@ async function GET(req) {
   const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS);
   const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start;
   const connection = em.getConnection();
-  const baseCurrency = await connection.execute(
-    `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,
-    [effectiveTenantId, orgFilterIds[0]]
+  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
+    container,
+    effectiveTenantId,
+    orgFilterIds[0]
   );
-  const baseCurrencyCode = baseCurrency[0]?.code ?? null;
   const orgPlaceholders = orgFilterIds.map(() => "?").join(",");
   const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`;
   const scopeValues = [effectiveTenantId, ...orgFilterIds];

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 { 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 ?? '').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) {\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  if (!effectiveTenantId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId })\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 { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'\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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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/optionalBaseCurrency.js

@@ -0,0 +1,19 @@
+async function resolveOptionalBaseCurrencyCode(container, tenantId, organizationId) {
+  if (!organizationId) return null;
+  let resolver;
+  try {
+    resolver = container.resolve("baseCurrencyService");
+  } catch {
+    return null;
+  }
+  try {
+    const result = await resolver.resolveBaseCurrency({ tenantId, organizationIds: [organizationId] });
+    return result.status === "resolved" ? result.code : null;
+  } catch {
+    return null;
+  }
+}
+export {
+  resolveOptionalBaseCurrencyCode
+};
+//# sourceMappingURL=optionalBaseCurrency.js.map

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

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/lib/optionalBaseCurrency.ts"],
+  "sourcesContent": ["import type { AppContainer } from '@open-mercato/shared/lib/di/container'\n\ntype BaseCurrencyResolution =\n  | { status: 'resolved'; code: string }\n  | { status: 'missing' | 'ambiguous' | 'unavailable' }\n\ntype BaseCurrencyResolver = {\n  resolveBaseCurrency(scope: {\n    tenantId: string\n    organizationIds: string[]\n  }): Promise<BaseCurrencyResolution>\n}\n\nexport async function resolveOptionalBaseCurrencyCode(\n  container: AppContainer,\n  tenantId: string,\n  organizationId: string | undefined,\n): Promise<string | null> {\n  if (!organizationId) return null\n\n  let resolver: BaseCurrencyResolver\n  try {\n    resolver = container.resolve<BaseCurrencyResolver>('baseCurrencyService')\n  } catch {\n    return null\n  }\n\n  try {\n    const result = await resolver.resolveBaseCurrency({ tenantId, organizationIds: [organizationId] })\n    return result.status === 'resolved' ? result.code : null\n  } catch {\n    return null\n  }\n}\n"],
+  "mappings": "AAaA,eAAsB,gCACpB,WACA,UACA,gBACwB;AACxB,MAAI,CAAC,eAAgB,QAAO;AAE5B,MAAI;AACJ,MAAI;AACF,eAAW,UAAU,QAA8B,qBAAqB;AAAA,EAC1E,QAAQ;AACN,WAAO;AAAA,EACT;AAEA,MAAI;AACF,UAAM,SAAS,MAAM,SAAS,oBAAoB,EAAE,UAAU,iBAAiB,CAAC,cAAc,EAAE,CAAC;AACjG,WAAO,OAAO,WAAW,aAAa,OAAO,OAAO;AAAA,EACtD,QAAQ;AACN,WAAO;AAAA,EACT;AACF;",
+  "names": []
+}

package/dist/modules/dashboards/api/widgets/data/batch/route.js

@@ -13,6 +13,7 @@ import { runWidgetDataBatch } from "../../../../lib/widgetDataBatch.js";
 import { dashboardsTag, dashboardsErrorSchema } from "../../../openapi.js";
 import { widgetDataRequestSchema, widgetDataResponseSchema } from "../schema.js";
 import { createLogger } from "@open-mercato/shared/lib/logger";
+import { resolveOptionalBaseCurrencyResolver } from "../../../../lib/optionalBaseCurrency.js";
 const logger = createLogger("dashboards").child({ component: "widgets-data-batch" });
 const metadata = {
   POST: { requireAuth: true, requireFeatures: ["analytics.view"] }
@@ -80,7 +81,13 @@ async function POST(req) {
     return void 0;
   })();
   const cache = container.resolve("cache");
-  const service = createWidgetDataService(em, { tenantId, organizationIds }, analyticsRegistry, cache);
+  const service = createWidgetDataService(
+    em,
+    { tenantId, organizationIds },
+    analyticsRegistry,
+    cache,
+    resolveOptionalBaseCurrencyResolver(container)
+  );
   const rbacService = container.resolve("rbacService");
   try {
     const results = await runWidgetDataBatch(parsed.data.requests, {

package/dist/modules/dashboards/api/widgets/data/batch/route.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../src/modules/dashboards/api/widgets/data/batch/route.ts"],
-  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport type { CacheStrategy } from '@open-mercato/cache'\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 {\n  createWidgetDataService,\n  type WidgetDataRequest,\n  WidgetDataValidationError,\n  WidgetDataScanLimitError,\n  WidgetDataEncryptionUnavailableError,\n} from '../../../../services/widgetDataService'\nimport { runWidgetDataBatch } from '../../../../lib/widgetDataBatch'\nimport type { AnalyticsRegistry } from '../../../../services/analyticsRegistry'\nimport type { OpenApiMethodDoc, OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { dashboardsTag, dashboardsErrorSchema } from '../../../openapi'\nimport { widgetDataRequestSchema, widgetDataResponseSchema } from '../schema'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('dashboards').child({ component: 'widgets-data-batch' })\n\nexport const metadata = {\n  POST: { requireAuth: true, requireFeatures: ['analytics.view'] },\n}\n\nconst MAX_BATCH_SIZE = 50\n\nconst widgetDataBatchRequestSchema = z.object({\n  requests: z\n    .array(\n      z.object({\n        id: z.string().min(1),\n        request: widgetDataRequestSchema,\n      }),\n    )\n    .min(1)\n    .max(MAX_BATCH_SIZE),\n})\n\nconst widgetDataBatchResponseSchema = z.object({\n  results: z.array(\n    z.discriminatedUnion('ok', [\n      z.object({\n        id: z.string(),\n        ok: z.literal(true),\n        data: widgetDataResponseSchema,\n      }),\n      z.object({\n        id: z.string(),\n        ok: z.literal(false),\n        error: z.string(),\n      }),\n    ]),\n  ),\n})\n\nexport async function POST(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  let body: unknown\n  try {\n    body = await req.json()\n  } catch {\n    return NextResponse.json({ error: 'Invalid JSON body' }, { status: 400 })\n  }\n\n  const parsed = widgetDataBatchRequestSchema.safeParse(body)\n  if (!parsed.success) {\n    return NextResponse.json(\n      { error: 'Invalid request payload', issues: parsed.error.issues },\n      { status: 400 },\n    )\n  }\n\n  const tenantId = auth.tenantId ?? 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error.message\n          : 'An error occurred while processing your request',\n    })\n    return NextResponse.json({ results })\n  } catch (err) {\n    logger.error('Widget batch data request failed', { err })\n    return NextResponse.json(\n      { error: 'An error occurred while processing your request' },\n      { status: 500 },\n    )\n  }\n}\n\nconst widgetDataBatchPostDoc: OpenApiMethodDoc = {\n  summary: 'Fetch aggregated data for multiple dashboard widgets in one request',\n  description:\n    'Resolves a batch of widget data requests with a single authentication, RBAC, organization-scope, and database-context setup. 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+  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport type { CacheStrategy } from '@open-mercato/cache'\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 {\n  createWidgetDataService,\n  type WidgetDataRequest,\n  WidgetDataValidationError,\n  WidgetDataScanLimitError,\n  WidgetDataEncryptionUnavailableError,\n} from '../../../../services/widgetDataService'\nimport { runWidgetDataBatch } from '../../../../lib/widgetDataBatch'\nimport type { AnalyticsRegistry } from '../../../../services/analyticsRegistry'\nimport type { OpenApiMethodDoc, OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { dashboardsTag, dashboardsErrorSchema } from '../../../openapi'\nimport { widgetDataRequestSchema, widgetDataResponseSchema } from '../schema'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\nimport { resolveOptionalBaseCurrencyResolver } from '../../../../lib/optionalBaseCurrency'\n\nconst logger = createLogger('dashboards').child({ component: 'widgets-data-batch' })\n\nexport const metadata = {\n  POST: { requireAuth: true, requireFeatures: ['analytics.view'] },\n}\n\nconst MAX_BATCH_SIZE = 50\n\nconst widgetDataBatchRequestSchema = z.object({\n  requests: z\n    .array(\n      z.object({\n        id: z.string().min(1),\n        request: widgetDataRequestSchema,\n      }),\n    )\n    .min(1)\n    .max(MAX_BATCH_SIZE),\n})\n\nconst widgetDataBatchResponseSchema = z.object({\n  results: z.array(\n    z.discriminatedUnion('ok', [\n      z.object({\n        id: z.string(),\n        ok: z.literal(true),\n        data: widgetDataResponseSchema,\n      }),\n      z.object({\n        id: z.string(),\n        ok: z.literal(false),\n        error: z.string(),\n      }),\n    ]),\n  ),\n})\n\nexport async function POST(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  let body: unknown\n  try {\n    body = await req.json()\n  } catch {\n    return NextResponse.json({ error: 'Invalid JSON body' }, { status: 400 })\n  }\n\n  const parsed = widgetDataBatchRequestSchema.safeParse(body)\n  if (!parsed.success) {\n    return NextResponse.json(\n      { error: 'Invalid request payload', issues: parsed.error.issues },\n      { status: 400 },\n    )\n  }\n\n  const tenantId = auth.tenantId ?? null\n  if (!tenantId) {\n    return NextResponse.json({ error: 'Tenant context is required' }, { status: 400 })\n  }\n\n  // Build the per-request DI/RBAC/org-scope stack exactly once for the whole\n  // batch instead of once per widget (see issue #2273).\n  const container = await createRequestContainer()\n  const analyticsRegistry = container.resolve<AnalyticsRegistry>('analyticsRegistry')\n\n  const em = (container.resolve('em') as EntityManager).fork({\n    clear: true,\n    freshEventManager: true,\n    useContext: true,\n  })\n\n  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n\n  const organizationIds = (() => {\n    if (scope?.selectedId) return [scope.selectedId]\n    if (Array.isArray(scope?.filterIds) && scope.filterIds.length > 0) return scope.filterIds\n    if (scope?.allowedIds === null) return undefined\n    if (auth.orgId) return [auth.orgId]\n    return undefined\n  })()\n\n  const cache = container.resolve<CacheStrategy>('cache')\n  const service = createWidgetDataService(\n    em,\n    { tenantId, organizationIds },\n    analyticsRegistry,\n    cache,\n    resolveOptionalBaseCurrencyResolver(container),\n  )\n\n  const rbacService = container.resolve<{\n    userHasAllFeatures: (\n      userId: string,\n      features: string[],\n      scope: { tenantId: string; organizationId?: string | null },\n    ) => Promise<boolean>\n  }>('rbacService')\n\n  try {\n    const results = await runWidgetDataBatch(parsed.data.requests as Array<{ id: string; request: WidgetDataRequest }>, {\n      getRequiredFeatures: (entityType) => analyticsRegistry.getRequiredFeatures(entityType),\n      checkFeatures: (features) => {\n        if (features.length === 0) return Promise.resolve(true)\n        return rbacService.userHasAllFeatures(auth.sub, features, {\n          tenantId,\n          organizationId: auth.orgId,\n        })\n      },\n      fetchOne: (request) => service.fetchWidgetData(request),\n      describeError: (error) =>\n        error instanceof WidgetDataValidationError\n        || error instanceof WidgetDataScanLimitError\n        || error instanceof WidgetDataEncryptionUnavailableError\n          ? error.message\n          : 'An error occurred while processing your request',\n    })\n    return NextResponse.json({ results })\n  } catch (err) {\n    logger.error('Widget batch data request failed', { err })\n    return NextResponse.json(\n      { error: 'An error occurred while processing your request' },\n      { status: 500 },\n    )\n  }\n}\n\nconst widgetDataBatchPostDoc: OpenApiMethodDoc = {\n  summary: 'Fetch aggregated data for multiple dashboard widgets in one request',\n  description:\n    'Resolves a batch of widget data requests with a single authentication, RBAC, organization-scope, and database-context setup. Each request is keyed by an opaque widget id and resolved independently, so a failure in one widget does not fail the batch.',\n  tags: [dashboardsTag],\n  requestBody: {\n    contentType: 'application/json',\n    schema: widgetDataBatchRequestSchema,\n    description: 'A list of id-keyed widget data requests to resolve together.',\n  },\n  responses: [\n    {\n      status: 200,\n      description: 'Per-widget aggregation results keyed by request id.',\n      schema: widgetDataBatchResponseSchema,\n    },\n  ],\n  errors: [\n    { status: 400, description: 'Invalid request payload', schema: dashboardsErrorSchema },\n    { status: 401, description: 'Authentication required', schema: dashboardsErrorSchema },\n    { status: 500, description: 'Internal server error', schema: dashboardsErrorSchema },\n  ],\n}\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: dashboardsTag,\n  summary: 'Batch widget data aggregation endpoint',\n  methods: {\n    POST: widgetDataBatchPostDoc,\n  },\n}\n"],
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package/dist/modules/dashboards/api/widgets/data/route.js

@@ -12,6 +12,7 @@ import { runApiInterceptorsBefore } from "@open-mercato/shared/lib/crud/intercep
 import { dashboardsTag, dashboardsErrorSchema } from "../../openapi.js";
 import { widgetDataRequestSchema, widgetDataResponseSchema } from "./schema.js";
 import { createLogger } from "@open-mercato/shared/lib/logger";
+import { resolveOptionalBaseCurrencyResolver } from "../../../lib/optionalBaseCurrency.js";
 const logger = createLogger("dashboards").child({ component: "widgets-data" });
 const metadata = {
   POST: { requireAuth: true, requireFeatures: ["analytics.view"] }
@@ -93,7 +94,13 @@ async function POST(req) {
   const requestData = interceptorResult.request.body ?? parsed.data;
   try {
     const cache = container.resolve("cache");
-    const service = createWidgetDataService(em, { tenantId, organizationIds }, analyticsRegistry, cache);
+    const service = createWidgetDataService(
+      em,
+      { tenantId, organizationIds },
+      analyticsRegistry,
+      cache,
+      resolveOptionalBaseCurrencyResolver(container)
+    );
     const result = await service.fetchWidgetData(requestData);
     return NextResponse.json(result);
   } catch (err) {

package/dist/modules/dashboards/api/widgets/data/route.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/dashboards/api/widgets/data/route.ts"],
-  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport type { CacheStrategy } from '@open-mercato/cache'\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 {\n  createWidgetDataService,\n  type WidgetDataRequest,\n  WidgetDataValidationError,\n  WidgetDataScanLimitError,\n  WidgetDataEncryptionUnavailableError,\n} from '../../../services/widgetDataService'\nimport type { AnalyticsRegistry } from '../../../services/analyticsRegistry'\nimport { runApiInterceptorsBefore } from '@open-mercato/shared/lib/crud/interceptor-runner'\nimport type { OpenApiMethodDoc, OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { dashboardsTag, dashboardsErrorSchema } from '../../openapi'\nimport { widgetDataRequestSchema, widgetDataResponseSchema } from './schema'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('dashboards').child({ component: 'widgets-data' })\n\nexport const metadata = {\n  POST: { requireAuth: true, requireFeatures: ['analytics.view'] },\n}\n\nexport async function POST(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  let body: unknown\n  try {\n    body = await req.json()\n  } catch {\n    return NextResponse.json({ error: 'Invalid JSON body' }, { status: 400 })\n  }\n\n  const parsed = widgetDataRequestSchema.safeParse(body)\n  if (!parsed.success) {\n    return NextResponse.json(\n      { error: 'Invalid request payload', issues: parsed.error.issues },\n      { status: 400 },\n    )\n  }\n\n  const container = await createRequestContainer()\n  const analyticsRegistry = container.resolve<AnalyticsRegistry>('analyticsRegistry')\n\n  const entityFeatures = analyticsRegistry.getRequiredFeatures(parsed.data.entityType)\n  if (entityFeatures && entityFeatures.length > 0) {\n    const rbacService = container.resolve<{\n      userHasAllFeatures: (\n        userId: string,\n        features: string[],\n        scope: { tenantId: string; organizationId?: string | null },\n      ) => Promise<boolean>\n    }>('rbacService')\n    const hasAccess = await rbacService.userHasAllFeatures(auth.sub, entityFeatures, {\n      tenantId: auth.tenantId!,\n      organizationId: auth.orgId,\n    })\n    if (!hasAccess) {\n      return NextResponse.json({ error: 'Forbidden' }, { status: 403 })\n    }\n  }\n\n  const em = (container.resolve('em') as EntityManager).fork({\n    clear: true,\n    freshEventManager: true,\n    useContext: true,\n  })\n\n  const tenantId = auth.tenantId ?? null\n  if (!tenantId) {\n    return NextResponse.json({ error: 'Tenant context is required' }, { status: 400 })\n  }\n\n  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n\n  const organizationIds = (() => {\n    if (scope?.selectedId) return [scope.selectedId]\n    if (Array.isArray(scope?.filterIds) && scope.filterIds.length > 0) return scope.filterIds\n    if (scope?.allowedIds === null) return undefined\n    if (auth.orgId) return [auth.orgId]\n    return undefined\n  })()\n\n  const userFeatures = Array.isArray(auth.features)\n    ? auth.features.filter((value): value is string => typeof value === 'string')\n    : []\n\n  const headers: Record<string, string> = {}\n  req.headers.forEach((value, key) => {\n    headers[key] = value\n  })\n\n  const interceptorResult = await runApiInterceptorsBefore({\n    routePath: 'dashboards/widgets/data',\n    method: 'POST',\n    request: {\n      method: 'POST',\n      url: req.url,\n      headers,\n      body: parsed.data as unknown as Record<string, unknown>,\n    },\n    context: {\n      em,\n      container,\n      userId: auth.sub ?? '',\n      tenantId,\n      organizationId: organizationIds?.[0] ?? auth.orgId ?? '',\n      userFeatures,\n    },\n  })\n\n  if (!interceptorResult.ok) {\n    return NextResponse.json(interceptorResult.body, { status: interceptorResult.statusCode })\n  }\n\n  const requestData = (interceptorResult.request.body ?? parsed.data) as WidgetDataRequest\n\n  try {\n    const cache = container.resolve<CacheStrategy>('cache')\n    const service = createWidgetDataService(em, { tenantId, organizationIds }, analyticsRegistry, cache)\n    const result = await service.fetchWidgetData(requestData)\n    return NextResponse.json(result)\n  } catch (err) {\n    logger.error('Widget data request failed', { err })\n    if (err instanceof WidgetDataValidationError) {\n      return NextResponse.json({ error: err.message }, { status: 400 })\n    }\n    // The dataset is too large to group in application code; surface why rather than a masked 500.\n    if (err instanceof WidgetDataScanLimitError) {\n      return NextResponse.json({ error: err.message }, { status: 422 })\n    }\n    // Encryption is configured but currently unresolvable. 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+  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport type { CacheStrategy } from '@open-mercato/cache'\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 {\n  createWidgetDataService,\n  type WidgetDataRequest,\n  WidgetDataValidationError,\n  WidgetDataScanLimitError,\n  WidgetDataEncryptionUnavailableError,\n} from '../../../services/widgetDataService'\nimport type { AnalyticsRegistry } from '../../../services/analyticsRegistry'\nimport { runApiInterceptorsBefore } from '@open-mercato/shared/lib/crud/interceptor-runner'\nimport type { OpenApiMethodDoc, OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { dashboardsTag, dashboardsErrorSchema } from '../../openapi'\nimport { widgetDataRequestSchema, widgetDataResponseSchema } from './schema'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\nimport { resolveOptionalBaseCurrencyResolver } from '../../../lib/optionalBaseCurrency'\n\nconst logger = createLogger('dashboards').child({ component: 'widgets-data' })\n\nexport const metadata = {\n  POST: { requireAuth: true, requireFeatures: ['analytics.view'] },\n}\n\nexport async function POST(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  let body: unknown\n  try {\n    body = await req.json()\n  } catch {\n    return NextResponse.json({ error: 'Invalid JSON body' }, { status: 400 })\n  }\n\n  const parsed = widgetDataRequestSchema.safeParse(body)\n  if (!parsed.success) {\n    return NextResponse.json(\n      { error: 'Invalid request payload', issues: parsed.error.issues },\n      { status: 400 },\n    )\n  }\n\n  const container = await createRequestContainer()\n  const analyticsRegistry = container.resolve<AnalyticsRegistry>('analyticsRegistry')\n\n  const entityFeatures = analyticsRegistry.getRequiredFeatures(parsed.data.entityType)\n  if (entityFeatures && entityFeatures.length > 0) {\n    const rbacService = container.resolve<{\n      userHasAllFeatures: (\n        userId: string,\n        features: string[],\n        scope: { tenantId: string; organizationId?: string | null },\n      ) => Promise<boolean>\n    }>('rbacService')\n    const hasAccess = await rbacService.userHasAllFeatures(auth.sub, entityFeatures, {\n      tenantId: auth.tenantId!,\n      organizationId: auth.orgId,\n    })\n    if (!hasAccess) {\n      return NextResponse.json({ error: 'Forbidden' }, { status: 403 })\n    }\n  }\n\n  const em = (container.resolve('em') as EntityManager).fork({\n    clear: true,\n    freshEventManager: true,\n    useContext: true,\n  })\n\n  const tenantId = auth.tenantId ?? null\n  if (!tenantId) {\n    return NextResponse.json({ error: 'Tenant context is required' }, { status: 400 })\n  }\n\n  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n\n  const organizationIds = (() => {\n    if (scope?.selectedId) return [scope.selectedId]\n    if (Array.isArray(scope?.filterIds) && scope.filterIds.length > 0) return scope.filterIds\n    if (scope?.allowedIds === null) return undefined\n    if (auth.orgId) return [auth.orgId]\n    return undefined\n  })()\n\n  const userFeatures = Array.isArray(auth.features)\n    ? auth.features.filter((value): value is string => typeof value === 'string')\n    : []\n\n  const headers: Record<string, string> = {}\n  req.headers.forEach((value, key) => {\n    headers[key] = value\n  })\n\n  const interceptorResult = await runApiInterceptorsBefore({\n    routePath: 'dashboards/widgets/data',\n    method: 'POST',\n    request: {\n      method: 'POST',\n      url: req.url,\n      headers,\n      body: parsed.data as unknown as Record<string, unknown>,\n    },\n    context: {\n      em,\n      container,\n      userId: auth.sub ?? '',\n      tenantId,\n      organizationId: organizationIds?.[0] ?? auth.orgId ?? '',\n      userFeatures,\n    },\n  })\n\n  if (!interceptorResult.ok) {\n    return NextResponse.json(interceptorResult.body, { status: interceptorResult.statusCode })\n  }\n\n  const requestData = (interceptorResult.request.body ?? parsed.data) as WidgetDataRequest\n\n  try {\n    const cache = container.resolve<CacheStrategy>('cache')\n    const service = createWidgetDataService(\n      em,\n      { tenantId, organizationIds },\n      analyticsRegistry,\n      cache,\n      resolveOptionalBaseCurrencyResolver(container),\n    )\n    const result = await service.fetchWidgetData(requestData)\n    return NextResponse.json(result)\n  } catch (err) {\n    logger.error('Widget data request failed', { err })\n    if (err instanceof WidgetDataValidationError) {\n      return NextResponse.json({ error: err.message }, { status: 400 })\n    }\n    // The dataset is too large to group in application code; surface why rather than a masked 500.\n    if (err instanceof WidgetDataScanLimitError) {\n      return NextResponse.json({ error: err.message }, { status: 422 })\n    }\n    // Encryption is configured but currently unresolvable. 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Supports date range filtering, grouping, and period-over-period comparison.',\n  tags: [dashboardsTag],\n  requestBody: {\n    contentType: 'application/json',\n    schema: widgetDataRequestSchema,\n    description: 'Widget data request configuration specifying entity type, metric, filters, and grouping.',\n  },\n  responses: [\n    {\n      status: 200,\n      description: 'Aggregated data for the widget.',\n      schema: widgetDataResponseSchema,\n    },\n  ],\n  errors: [\n    { status: 400, description: 'Invalid request payload', schema: dashboardsErrorSchema },\n    { status: 401, description: 'Authentication required', schema: dashboardsErrorSchema },\n    {\n      status: 422,\n      description: 'Too many rows to group an encrypted field in application code',\n      schema: dashboardsErrorSchema,\n    },\n    { status: 403, description: 'Missing analytics.view feature', schema: dashboardsErrorSchema },\n    { status: 500, description: 'Internal server error', schema: dashboardsErrorSchema },\n    {\n      status: 503,\n      description: 'Encryption is configured but the group source cannot currently be resolved',\n      schema: dashboardsErrorSchema,\n    },\n  ],\n}\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: dashboardsTag,\n  summary: 'Widget data aggregation endpoint',\n  methods: {\n    POST: widgetDataPostDoc,\n  },\n}\n"],
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   "names": []
 }

package/dist/modules/dashboards/api/widgets/data/schema.js

@@ -70,7 +70,8 @@ const widgetDataResponseSchema = z.object({
   }).optional(),
   metadata: z.object({
     fetchedAt: z.string(),
-    recordCount: z.number()
+    recordCount: z.number(),
+    currency: z.string().nullable().optional()
   })
 });
 export {