@open-mercato/core 0.6.7-develop.6766.1.40c9011995 → 0.6.7-develop.6768.1.9d2c4efc43

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Files changed (11) hide show
  1. package/.turbo/turbo-build.log +1 -1
  2. package/dist/modules/auth/frontend/login.js +3 -0
  3. package/dist/modules/auth/frontend/login.js.map +2 -2
  4. package/dist/modules/customers/api/deals/summary/route.js +9 -115
  5. package/dist/modules/customers/api/deals/summary/route.js.map +2 -2
  6. package/dist/modules/customers/lib/dealsSummaryQueries.js +144 -0
  7. package/dist/modules/customers/lib/dealsSummaryQueries.js.map +7 -0
  8. package/package.json +7 -7
  9. package/src/modules/auth/frontend/login.tsx +3 -0
  10. package/src/modules/customers/api/deals/summary/route.ts +10 -158
  11. package/src/modules/customers/lib/dealsSummaryQueries.ts +211 -0
package/.turbo/turbo-build.log CHANGED
@@ -1,4 +1,4 @@
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- [build:core] found 3725 entry points
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+ [build:core] found 3727 entry points
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  [build:core] built successfully
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  [build:core:generated] found 197 entry points
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  [build:core:generated] built successfully
package/dist/modules/auth/frontend/login.js CHANGED
@@ -14,6 +14,7 @@ import { useT } from "@open-mercato/shared/lib/i18n/context";
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  import { translateWithFallback } from "@open-mercato/shared/lib/i18n/translate";
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  import { clearAllOperations } from "@open-mercato/ui/backend/operations/store";
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  import { notifyAuthIdentityChange } from "@open-mercato/ui/backend/AuthSessionGuard";
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+ import { clearAllPerspectiveState } from "@open-mercato/ui/backend/DataTable";
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  import { apiCall } from "@open-mercato/ui/backend/utils/apiCall";
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  import { X } from "lucide-react";
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  import { Alert, AlertDescription } from "@open-mercato/ui/primitives/alert";
@@ -228,6 +229,7 @@ function LoginPage() {
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  const res = await fetch("/api/auth/login", { method: "POST", body: form });
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  if (res.redirected) {
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  clearAllOperations();
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+ clearAllPerspectiveState();
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  notifyAuthIdentityChange();
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  router.replace(res.url);
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  return;
@@ -280,6 +282,7 @@ function LoginPage() {
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  const data = await res.json().catch(() => null);
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  emitLoginResponseEvent(data);
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  clearAllOperations();
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+ clearAllPerspectiveState();
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  notifyAuthIdentityChange();
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  if (data && typeof data.redirect === "string" && data.redirect.length > 0) {
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  router.replace(data.redirect);
package/dist/modules/auth/frontend/login.js.map CHANGED
@@ -1,7 +1,7 @@
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  {
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  "version": 3,
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  "sources": ["../../../../src/modules/auth/frontend/login.tsx"],
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- "sourcesContent": ["\"use client\"\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { extensionPoints } from '@open-mercato/core/modules/auth/extension-points'\nimport type { ReactNode } from 'react'\nimport Image from 'next/image'\nimport Link from 'next/link'\nimport { useRouter, useSearchParams } from 'next/navigation'\nimport { Card, CardContent, CardHeader, CardDescription } from '@open-mercato/ui/primitives/card'\nimport { Input } from '@open-mercato/ui/primitives/input'\nimport { EmailInput } from '@open-mercato/ui/primitives/email-input'\nimport { PasswordInput } from '@open-mercato/ui/primitives/password-input'\nimport { Label } from '@open-mercato/ui/primitives/label'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'\nimport { clearAllOperations } from '@open-mercato/ui/backend/operations/store'\nimport { notifyAuthIdentityChange } from '@open-mercato/ui/backend/AuthSessionGuard'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { X } from 'lucide-react'\nimport { Alert, AlertDescription } from '@open-mercato/ui/primitives/alert'\nimport { InjectionSpot } from '@open-mercato/ui/backend/injection/InjectionSpot'\nimport { useRegisteredComponent } from '@open-mercato/ui/backend/injection/useRegisteredComponent'\nimport type { AuthOverride, LoginFormWidgetContext } from './login-injection'\n\nconst loginTenantKey = 'om_login_tenant'\nconst loginTenantCookieMaxAge = 60 * 60 * 24 * 14\n\nfunction readTenantCookie() {\n if (typeof document === 'undefined') return null\n const entries = document.cookie.split(';')\n for (const entry of entries) {\n const [name, ...rest] = entry.trim().split('=')\n if (name === loginTenantKey) return decodeURIComponent(rest.join('='))\n }\n return null\n}\n\nfunction setTenantCookie(value: string) {\n if (typeof document === 'undefined') return\n document.cookie = `${loginTenantKey}=${encodeURIComponent(value)}; path=/; max-age=${loginTenantCookieMaxAge}; samesite=lax`\n}\n\nfunction clearTenantCookie() {\n if (typeof document === 'undefined') return\n document.cookie = `${loginTenantKey}=; path=/; max-age=0; samesite=lax`\n}\n\nfunction extractErrorMessage(payload: unknown): string | null {\n if (!payload) return null\n if (typeof payload === 'string') return payload\n if (Array.isArray(payload)) {\n for (const entry of payload) {\n const resolved = extractErrorMessage(entry)\n if (resolved) return resolved\n }\n return null\n }\n if (typeof payload === 'object') {\n const record = payload as Record<string, unknown>\n const candidates: unknown[] = [\n record.error,\n record.message,\n record.detail,\n record.details,\n record.description,\n ]\n for (const candidate of candidates) {\n const resolved = extractErrorMessage(candidate)\n if (resolved) return resolved\n }\n }\n return null\n}\n\nfunction looksLikeJsonString(value: string): boolean {\n const trimmed = value.trim()\n return trimmed.startsWith('{') || trimmed.startsWith('[')\n}\n\ntype LoginResponseEventDetail = Record<string, unknown> | null\n\ntype LoginFormSectionProps = {\n children: ReactNode\n}\n\nfunction LoginFormSectionDefault({ children }: LoginFormSectionProps) {\n return <>{children}</>\n}\n\nfunction emitLoginResponseEvent(detail: LoginResponseEventDetail) {\n if (typeof window === 'undefined') return\n window.dispatchEvent(new CustomEvent('om:auth:login-response', { detail }))\n}\n\nexport default function LoginPage() {\n const t = useT()\n const translate = useCallback(\n (key: string, fallback: string, params?: Record<string, string | number>) =>\n translateWithFallback(t, key, fallback, params),\n [t],\n )\n const router = useRouter()\n const searchParams = useSearchParams()\n const requireRole = (searchParams.get('requireRole') || searchParams.get('role') || '').trim()\n const requireFeature = (searchParams.get('requireFeature') || '').trim()\n const redirectParam = searchParams.get('redirect') || ''\n const requiredRoles = requireRole ? requireRole.split(',').map((value) => value.trim()).filter(Boolean) : []\n const requiredFeatures = requireFeature ? requireFeature.split(',').map((value) => value.trim()).filter(Boolean) : []\n const translatedRoles = requiredRoles.map((role) => translate(`auth.roles.${role}`, role))\n const translatedFeatures = requiredFeatures.map((feature) => translate(`features.${feature}`, feature))\n const [error, setError] = useState<string | null>(null)\n const [submitting, setSubmitting] = useState(false)\n const [authOverride, setAuthOverride] = useState<AuthOverride | null>(null)\n const [authOverridePending, setAuthOverridePending] = useState(false)\n const [clientReady, setClientReady] = useState(false)\n const [activeAuthenticatedUser, setActiveAuthenticatedUser] = useState(false)\n const [email, setEmail] = useState('')\n const [tenantId, setTenantId] = useState<string | null>(null)\n const [tenantName, setTenantName] = useState<string | null>(null)\n const [tenantLoading, setTenantLoading] = useState(false)\n const [tenantInvalid, setTenantInvalid] = useState<string | null>(null)\n const showTenantInvalid = tenantId != null && tenantInvalid === tenantId\n const LoginFormSection = useRegisteredComponent<LoginFormSectionProps>(\n 'section:auth.login.form',\n LoginFormSectionDefault,\n )\n\n useEffect(() => {\n setClientReady(true)\n }, [])\n\n useEffect(() => {\n let cancelled = false\n const hasAclChallenge = requiredFeatures.length > 0 || requiredRoles.length > 0\n void (async () => {\n try {\n const res = await apiCall<{ userId?: string }>('/api/auth/feature-check', {\n method: 'POST',\n headers: {\n 'content-type': 'application/json',\n 'x-om-unauthorized-redirect': '0',\n },\n body: JSON.stringify({ features: [] }),\n cache: 'no-store',\n })\n if (cancelled) return\n const activeUserId = typeof res.result?.userId === 'string' ? res.result.userId : ''\n if (!activeUserId) return\n setActiveAuthenticatedUser(true)\n // When a feature/role challenge is present in the URL, the user already\n // failed an ACL check while authenticated. Auto-redirecting back to\n // `redirect` would re-trigger the same 403 and re-bounce here,\n // producing an infinite loop (see GH #2070). Stay on the login page so\n // the access-denied banner is visible.\n if (hasAclChallenge) return\n const rawRedirect = redirectParam\n let destination = '/backend'\n if (rawRedirect) {\n try {\n const resolved = new URL(rawRedirect, window.location.origin)\n if (\n resolved.origin === window.location.origin &&\n resolved.pathname.startsWith('/') &&\n !resolved.pathname.includes('//')\n ) {\n destination = resolved.pathname + resolved.search + resolved.hash\n }\n } catch {\n // fall back to /backend\n }\n }\n router.replace(destination)\n } catch {\n // ignore \u2014 leave login form usable on network failure\n }\n })()\n return () => { cancelled = true }\n }, [router, redirectParam, requiredFeatures.length, requiredRoles.length])\n\n useEffect(() => {\n const tenantParam = (searchParams.get('tenant') || '').trim()\n if (tenantParam) {\n setTenantId(tenantParam)\n window.localStorage.setItem(loginTenantKey, tenantParam)\n setTenantCookie(tenantParam)\n return\n }\n const storedTenant = window.localStorage.getItem(loginTenantKey) || readTenantCookie()\n if (storedTenant) {\n setTenantId(storedTenant)\n }\n }, [searchParams])\n\n useEffect(() => {\n if (!tenantId) {\n setTenantName(null)\n setTenantInvalid(null)\n return\n }\n if (tenantInvalid === tenantId) {\n setTenantName(null)\n setTenantLoading(false)\n return\n }\n let active = true\n setTenantLoading(true)\n setTenantInvalid(null)\n apiCall<{ ok: boolean; tenant?: { id: string; name: string }; error?: string }>(\n `/api/directory/tenants/lookup?tenantId=${encodeURIComponent(tenantId)}`,\n )\n .then(({ result }) => {\n if (!active) return\n if (result?.ok && result.tenant) {\n setTenantName(result.tenant.name)\n return\n }\n setTenantName(null)\n setTenantInvalid(tenantId)\n setError(null)\n })\n .catch(() => {\n if (!active) return\n setTenantName(null)\n setTenantInvalid(tenantId)\n setError(null)\n })\n .finally(() => {\n if (active) setTenantLoading(false)\n })\n return () => {\n active = false\n }\n }, [tenantId, translate])\n\n function handleClearTenant() {\n window.localStorage.removeItem(loginTenantKey)\n clearTenantCookie()\n setTenantId(null)\n setTenantName(null)\n setTenantInvalid(null)\n const params = new URLSearchParams(searchParams)\n params.delete('tenant')\n setError(null)\n const query = params.toString()\n router.replace(query ? `/login?${query}` : '/login')\n }\n\n async function onSubmit(e: React.FormEvent<HTMLFormElement>) {\n e.preventDefault()\n if (!clientReady || authOverridePending) {\n return\n }\n setError(null)\n if (authOverride) {\n authOverride.onSubmit()\n return\n }\n setSubmitting(true)\n try {\n const form = new FormData(e.currentTarget)\n if (requiredRoles.length) form.set('requireRole', requiredRoles.join(','))\n const redirectParam = searchParams.get('redirect')\n if (redirectParam) form.set('redirect', redirectParam)\n const res = await fetch('/api/auth/login', { method: 'POST', body: form })\n if (res.redirected) {\n clearAllOperations()\n notifyAuthIdentityChange()\n // NextResponse.redirect from API\n router.replace(res.url)\n return\n }\n if (!res.ok) {\n const fallback = (() => {\n if (res.status === 403) {\n return translate(\n 'auth.login.errors.permissionDenied',\n 'You do not have permission to access this area. Please contact your administrator.',\n )\n }\n if (res.status === 401 || res.status === 400) {\n return translate('auth.login.errors.invalidCredentials', 'Invalid email or password')\n }\n return translate('auth.login.errors.generic', 'An error occurred. Please try again.')\n })()\n const cloned = res.clone()\n let errorMessage = ''\n const contentType = res.headers.get('content-type') || ''\n if (contentType.includes('application/json')) {\n try {\n const data = await res.json()\n errorMessage = extractErrorMessage(data) || ''\n } catch {\n try {\n const text = await cloned.text()\n const trimmed = text.trim()\n if (trimmed && !looksLikeJsonString(trimmed)) {\n errorMessage = trimmed\n }\n } catch {\n errorMessage = ''\n }\n }\n } else {\n try {\n const text = await res.text()\n const trimmed = text.trim()\n if (trimmed && !looksLikeJsonString(trimmed)) {\n errorMessage = trimmed\n }\n } catch {\n errorMessage = ''\n }\n }\n setError(errorMessage || fallback)\n return\n }\n // In case API returns 200 with JSON\n const data = await res.json().catch(() => null) as LoginResponseEventDetail\n emitLoginResponseEvent(data)\n clearAllOperations()\n notifyAuthIdentityChange()\n if (data && typeof data.redirect === 'string' && data.redirect.length > 0) {\n router.replace(data.redirect)\n }\n } catch (err: unknown) {\n // Handle any errors thrown (e.g., network errors or thrown exceptions)\n const message = err instanceof Error ? err.message : ''\n setError(message || translate('auth.login.errors.generic', 'An error occurred. Please try again.'))\n } finally {\n setSubmitting(false)\n }\n }\n\n const loginFormContext = useMemo<LoginFormWidgetContext>(() => ({\n email,\n tenantId,\n searchParams,\n setAuthOverride,\n setAuthOverridePending,\n setError,\n }), [email, tenantId, searchParams])\n\n const formReady = clientReady && !authOverridePending\n\n return (\n <div className=\"min-h-svh flex items-center justify-center p-4\">\n <Card className=\"w-full max-w-sm\">\n <CardHeader className=\"flex flex-col items-center gap-4 text-center p-10\">\n <Image alt={translate('auth.login.logoAlt', 'Open Mercato logo')} src=\"/open-mercato.svg\" width={150} height={150} priority />\n <h1 className=\"text-2xl font-semibold\">{translate('auth.login.brandName', 'Open Mercato')}</h1>\n <CardDescription>{translate('auth.login.subtitle', 'Access your workspace')}</CardDescription>\n </CardHeader>\n <CardContent>\n <LoginFormSection>\n <form className=\"grid gap-3\" onSubmit={onSubmit} noValidate data-auth-ready={formReady ? '1' : '0'}>\n {tenantId ? (\n <input type=\"hidden\" name=\"tenantId\" value={tenantId} />\n ) : null}\n {!!translatedRoles.length && (\n <Alert variant=\"info\" className=\"text-center\">\n <AlertDescription>\n {translate(\n translatedRoles.length > 1 ? 'auth.login.requireRolesMessage' : 'auth.login.requireRoleMessage',\n translatedRoles.length > 1\n ? 'Access requires one of the following roles: {roles}'\n : 'Access requires role: {roles}',\n { roles: translatedRoles.join(', ') },\n )}\n </AlertDescription>\n </Alert>\n )}\n {!!translatedFeatures.length && (\n <Alert variant=\"info\" className=\"text-center\">\n <AlertDescription>\n {translate('auth.login.featureDenied', \"You don't have access to this feature ({feature}). Please contact your administrator.\", {\n feature: translatedFeatures.join(', '),\n })}\n </AlertDescription>\n </Alert>\n )}\n {activeAuthenticatedUser && (translatedRoles.length || translatedFeatures.length) ? (\n <div className=\"flex justify-center\" data-testid=\"login-return-dashboard\">\n <Button asChild type=\"button\" variant=\"outline\" size=\"sm\">\n <Link href=\"/backend\">\n {translate('auth.accessDenied.dashboard', 'Go to Dashboard')}\n </Link>\n </Button>\n </div>\n ) : null}\n {showTenantInvalid ? (\n <div className=\"rounded-md border border-status-error-border bg-status-error-bg px-3 py-2 text-center text-xs text-status-error-text\">\n <div className=\"font-medium\">{translate('auth.login.errors.tenantInvalid', 'Tenant not found. Clear the tenant selection and try again.')}</div>\n <Button type=\"button\" variant=\"outline\" size=\"sm\" className=\"mt-2 border-status-error-border text-status-error-text hover:text-status-error-text\" onClick={handleClearTenant}>\n <X className=\"mr-2 size-4\" aria-hidden=\"true\" />\n {translate('auth.login.tenantClear', 'Clear')}\n </Button>\n </div>\n ) : tenantId ? (\n <div className=\"rounded-md border border-status-success-border bg-status-success-bg px-3 py-2 text-center text-xs text-status-success-text\">\n <div className=\"font-medium\">\n {tenantLoading\n ? translate('auth.login.tenantLoading', 'Loading tenant details...')\n : translate('auth.login.tenantBanner', \"You're logging in to {tenant}.\", {\n tenant: tenantName || tenantId,\n })}\n </div>\n <Button type=\"button\" variant=\"outline\" size=\"sm\" className=\"mt-2 border-status-success-border text-status-success-text hover:text-status-success-text\" onClick={handleClearTenant}>\n <X className=\"mr-2 size-4\" aria-hidden=\"true\" />\n {translate('auth.login.tenantClear', 'Clear')}\n </Button>\n </div>\n ) : null}\n {error && !showTenantInvalid && (\n <div className=\"rounded-md border border-status-error-border bg-status-error-bg px-3 py-2 text-center text-sm text-status-error-text\" role=\"alert\" aria-live=\"polite\">\n {error}\n </div>\n )}\n <div className=\"grid gap-1\">\n <Label htmlFor=\"email\">{t('auth.email')}</Label>\n <EmailInput\n id=\"email\"\n name=\"email\"\n required\n aria-invalid={!!error}\n onChange={(e) => setEmail(e.target.value)}\n onBlur={(e) => setEmail(e.target.value)}\n />\n </div>\n <InjectionSpot<LoginFormWidgetContext>\n spotId={extensionPoints.hosts.loginForm.spotId}\n context={loginFormContext}\n />\n {authOverride?.hidePassword ? null : (\n <div className=\"grid gap-1\">\n <Label htmlFor=\"password\">{t('auth.password')}</Label>\n <PasswordInput id=\"password\" name=\"password\" required={!authOverride} aria-invalid={!!error} autoComplete=\"current-password\" />\n </div>\n )}\n {!authOverride?.hideRememberMe && !authOverride?.hidePassword && (\n <label className=\"flex items-center gap-2 text-xs text-muted-foreground\">\n <input type=\"checkbox\" name=\"remember\" className=\"accent-foreground\" />\n <span>{translate('auth.login.rememberMe', 'Remember me')}</span>\n </label>\n )}\n <Button type=\"submit\" disabled={submitting || !formReady} className=\"h-10 mt-2\">\n {submitting\n ? translate('auth.login.loading', 'Loading...')\n : authOverride\n ? authOverride.providerLabel\n : translate('auth.signIn', 'Sign in')}\n </Button>\n {!authOverride?.hideForgotPassword && (\n <div className=\"text-xs text-muted-foreground mt-2\">\n <Link className=\"underline\" href=\"/reset\">\n {translate('auth.login.forgotPassword', 'Forgot password?')}\n </Link>\n </div>\n )}\n </form>\n </LoginFormSection>\n </CardContent>\n </Card>\n </div>\n )\n}\n"],
5
- "mappings": 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4
+ "sourcesContent": ["\"use client\"\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { extensionPoints } from '@open-mercato/core/modules/auth/extension-points'\nimport type { ReactNode } from 'react'\nimport Image from 'next/image'\nimport Link from 'next/link'\nimport { useRouter, useSearchParams } from 'next/navigation'\nimport { Card, CardContent, CardHeader, CardDescription } from '@open-mercato/ui/primitives/card'\nimport { Input } from '@open-mercato/ui/primitives/input'\nimport { EmailInput } from '@open-mercato/ui/primitives/email-input'\nimport { PasswordInput } from '@open-mercato/ui/primitives/password-input'\nimport { Label } from '@open-mercato/ui/primitives/label'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'\nimport { clearAllOperations } from '@open-mercato/ui/backend/operations/store'\nimport { notifyAuthIdentityChange } from '@open-mercato/ui/backend/AuthSessionGuard'\nimport { clearAllPerspectiveState } from '@open-mercato/ui/backend/DataTable'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { X } from 'lucide-react'\nimport { Alert, AlertDescription } from '@open-mercato/ui/primitives/alert'\nimport { InjectionSpot } from '@open-mercato/ui/backend/injection/InjectionSpot'\nimport { useRegisteredComponent } from '@open-mercato/ui/backend/injection/useRegisteredComponent'\nimport type { AuthOverride, LoginFormWidgetContext } from './login-injection'\n\nconst loginTenantKey = 'om_login_tenant'\nconst loginTenantCookieMaxAge = 60 * 60 * 24 * 14\n\nfunction readTenantCookie() {\n if (typeof document === 'undefined') return null\n const entries = document.cookie.split(';')\n for (const entry of entries) {\n const [name, ...rest] = entry.trim().split('=')\n if (name === loginTenantKey) return decodeURIComponent(rest.join('='))\n }\n return null\n}\n\nfunction setTenantCookie(value: string) {\n if (typeof document === 'undefined') return\n document.cookie = `${loginTenantKey}=${encodeURIComponent(value)}; path=/; max-age=${loginTenantCookieMaxAge}; samesite=lax`\n}\n\nfunction clearTenantCookie() {\n if (typeof document === 'undefined') return\n document.cookie = `${loginTenantKey}=; path=/; max-age=0; samesite=lax`\n}\n\nfunction extractErrorMessage(payload: unknown): string | null {\n if (!payload) return null\n if (typeof payload === 'string') return payload\n if (Array.isArray(payload)) {\n for (const entry of payload) {\n const resolved = extractErrorMessage(entry)\n if (resolved) return resolved\n }\n return null\n }\n if (typeof payload === 'object') {\n const record = payload as Record<string, unknown>\n const candidates: unknown[] = [\n record.error,\n record.message,\n record.detail,\n record.details,\n record.description,\n ]\n for (const candidate of candidates) {\n const resolved = extractErrorMessage(candidate)\n if (resolved) return resolved\n }\n }\n return null\n}\n\nfunction looksLikeJsonString(value: string): boolean {\n const trimmed = value.trim()\n return trimmed.startsWith('{') || trimmed.startsWith('[')\n}\n\ntype LoginResponseEventDetail = Record<string, unknown> | null\n\ntype LoginFormSectionProps = {\n children: ReactNode\n}\n\nfunction LoginFormSectionDefault({ children }: LoginFormSectionProps) {\n return <>{children}</>\n}\n\nfunction emitLoginResponseEvent(detail: LoginResponseEventDetail) {\n if (typeof window === 'undefined') return\n window.dispatchEvent(new CustomEvent('om:auth:login-response', { detail }))\n}\n\nexport default function LoginPage() {\n const t = useT()\n const translate = useCallback(\n (key: string, fallback: string, params?: Record<string, string | number>) =>\n translateWithFallback(t, key, fallback, params),\n [t],\n )\n const router = useRouter()\n const searchParams = useSearchParams()\n const requireRole = (searchParams.get('requireRole') || searchParams.get('role') || '').trim()\n const requireFeature = (searchParams.get('requireFeature') || '').trim()\n const redirectParam = searchParams.get('redirect') || ''\n const requiredRoles = requireRole ? requireRole.split(',').map((value) => value.trim()).filter(Boolean) : []\n const requiredFeatures = requireFeature ? requireFeature.split(',').map((value) => value.trim()).filter(Boolean) : []\n const translatedRoles = requiredRoles.map((role) => translate(`auth.roles.${role}`, role))\n const translatedFeatures = requiredFeatures.map((feature) => translate(`features.${feature}`, feature))\n const [error, setError] = useState<string | null>(null)\n const [submitting, setSubmitting] = useState(false)\n const [authOverride, setAuthOverride] = useState<AuthOverride | null>(null)\n const [authOverridePending, setAuthOverridePending] = useState(false)\n const [clientReady, setClientReady] = useState(false)\n const [activeAuthenticatedUser, setActiveAuthenticatedUser] = useState(false)\n const [email, setEmail] = useState('')\n const [tenantId, setTenantId] = useState<string | null>(null)\n const [tenantName, setTenantName] = useState<string | null>(null)\n const [tenantLoading, setTenantLoading] = useState(false)\n const [tenantInvalid, setTenantInvalid] = useState<string | null>(null)\n const showTenantInvalid = tenantId != null && tenantInvalid === tenantId\n const LoginFormSection = useRegisteredComponent<LoginFormSectionProps>(\n 'section:auth.login.form',\n LoginFormSectionDefault,\n )\n\n useEffect(() => {\n setClientReady(true)\n }, [])\n\n useEffect(() => {\n let cancelled = false\n const hasAclChallenge = requiredFeatures.length > 0 || requiredRoles.length > 0\n void (async () => {\n try {\n const res = await apiCall<{ userId?: string }>('/api/auth/feature-check', {\n method: 'POST',\n headers: {\n 'content-type': 'application/json',\n 'x-om-unauthorized-redirect': '0',\n },\n body: JSON.stringify({ features: [] }),\n cache: 'no-store',\n })\n if (cancelled) return\n const activeUserId = typeof res.result?.userId === 'string' ? res.result.userId : ''\n if (!activeUserId) return\n setActiveAuthenticatedUser(true)\n // When a feature/role challenge is present in the URL, the user already\n // failed an ACL check while authenticated. Auto-redirecting back to\n // `redirect` would re-trigger the same 403 and re-bounce here,\n // producing an infinite loop (see GH #2070). Stay on the login page so\n // the access-denied banner is visible.\n if (hasAclChallenge) return\n const rawRedirect = redirectParam\n let destination = '/backend'\n if (rawRedirect) {\n try {\n const resolved = new URL(rawRedirect, window.location.origin)\n if (\n resolved.origin === window.location.origin &&\n resolved.pathname.startsWith('/') &&\n !resolved.pathname.includes('//')\n ) {\n destination = resolved.pathname + resolved.search + resolved.hash\n }\n } catch {\n // fall back to /backend\n }\n }\n router.replace(destination)\n } catch {\n // ignore \u2014 leave login form usable on network failure\n }\n })()\n return () => { cancelled = true }\n }, [router, redirectParam, requiredFeatures.length, requiredRoles.length])\n\n useEffect(() => {\n const tenantParam = (searchParams.get('tenant') || '').trim()\n if (tenantParam) {\n setTenantId(tenantParam)\n window.localStorage.setItem(loginTenantKey, tenantParam)\n setTenantCookie(tenantParam)\n return\n }\n const storedTenant = window.localStorage.getItem(loginTenantKey) || readTenantCookie()\n if (storedTenant) {\n setTenantId(storedTenant)\n }\n }, [searchParams])\n\n useEffect(() => {\n if (!tenantId) {\n setTenantName(null)\n setTenantInvalid(null)\n return\n }\n if (tenantInvalid === tenantId) {\n setTenantName(null)\n setTenantLoading(false)\n return\n }\n let active = true\n setTenantLoading(true)\n setTenantInvalid(null)\n apiCall<{ ok: boolean; tenant?: { id: string; name: string }; error?: string }>(\n `/api/directory/tenants/lookup?tenantId=${encodeURIComponent(tenantId)}`,\n )\n .then(({ result }) => {\n if (!active) return\n if (result?.ok && result.tenant) {\n setTenantName(result.tenant.name)\n return\n }\n setTenantName(null)\n setTenantInvalid(tenantId)\n setError(null)\n })\n .catch(() => {\n if (!active) return\n setTenantName(null)\n setTenantInvalid(tenantId)\n setError(null)\n })\n .finally(() => {\n if (active) setTenantLoading(false)\n })\n return () => {\n active = false\n }\n }, [tenantId, translate])\n\n function handleClearTenant() {\n window.localStorage.removeItem(loginTenantKey)\n clearTenantCookie()\n setTenantId(null)\n setTenantName(null)\n setTenantInvalid(null)\n const params = new URLSearchParams(searchParams)\n params.delete('tenant')\n setError(null)\n const query = params.toString()\n router.replace(query ? `/login?${query}` : '/login')\n }\n\n async function onSubmit(e: React.FormEvent<HTMLFormElement>) {\n e.preventDefault()\n if (!clientReady || authOverridePending) {\n return\n }\n setError(null)\n if (authOverride) {\n authOverride.onSubmit()\n return\n }\n setSubmitting(true)\n try {\n const form = new FormData(e.currentTarget)\n if (requiredRoles.length) form.set('requireRole', requiredRoles.join(','))\n const redirectParam = searchParams.get('redirect')\n if (redirectParam) form.set('redirect', redirectParam)\n const res = await fetch('/api/auth/login', { method: 'POST', body: form })\n if (res.redirected) {\n clearAllOperations()\n clearAllPerspectiveState()\n notifyAuthIdentityChange()\n // NextResponse.redirect from API\n router.replace(res.url)\n return\n }\n if (!res.ok) {\n const fallback = (() => {\n if (res.status === 403) {\n return translate(\n 'auth.login.errors.permissionDenied',\n 'You do not have permission to access this area. Please contact your administrator.',\n )\n }\n if (res.status === 401 || res.status === 400) {\n return translate('auth.login.errors.invalidCredentials', 'Invalid email or password')\n }\n return translate('auth.login.errors.generic', 'An error occurred. Please try again.')\n })()\n const cloned = res.clone()\n let errorMessage = ''\n const contentType = res.headers.get('content-type') || ''\n if (contentType.includes('application/json')) {\n try {\n const data = await res.json()\n errorMessage = extractErrorMessage(data) || ''\n } catch {\n try {\n const text = await cloned.text()\n const trimmed = text.trim()\n if (trimmed && !looksLikeJsonString(trimmed)) {\n errorMessage = trimmed\n }\n } catch {\n errorMessage = ''\n }\n }\n } else {\n try {\n const text = await res.text()\n const trimmed = text.trim()\n if (trimmed && !looksLikeJsonString(trimmed)) {\n errorMessage = trimmed\n }\n } catch {\n errorMessage = ''\n }\n }\n setError(errorMessage || fallback)\n return\n }\n // In case API returns 200 with JSON\n const data = await res.json().catch(() => null) as LoginResponseEventDetail\n emitLoginResponseEvent(data)\n clearAllOperations()\n clearAllPerspectiveState()\n notifyAuthIdentityChange()\n if (data && typeof data.redirect === 'string' && data.redirect.length > 0) {\n router.replace(data.redirect)\n }\n } catch (err: unknown) {\n // Handle any errors thrown (e.g., network errors or thrown exceptions)\n const message = err instanceof Error ? err.message : ''\n setError(message || translate('auth.login.errors.generic', 'An error occurred. Please try again.'))\n } finally {\n setSubmitting(false)\n }\n }\n\n const loginFormContext = useMemo<LoginFormWidgetContext>(() => ({\n email,\n tenantId,\n searchParams,\n setAuthOverride,\n setAuthOverridePending,\n setError,\n }), [email, tenantId, searchParams])\n\n const formReady = clientReady && !authOverridePending\n\n return (\n <div className=\"min-h-svh flex items-center justify-center p-4\">\n <Card className=\"w-full max-w-sm\">\n <CardHeader className=\"flex flex-col items-center gap-4 text-center p-10\">\n <Image alt={translate('auth.login.logoAlt', 'Open Mercato logo')} src=\"/open-mercato.svg\" width={150} height={150} priority />\n <h1 className=\"text-2xl font-semibold\">{translate('auth.login.brandName', 'Open Mercato')}</h1>\n <CardDescription>{translate('auth.login.subtitle', 'Access your workspace')}</CardDescription>\n </CardHeader>\n <CardContent>\n <LoginFormSection>\n <form className=\"grid gap-3\" onSubmit={onSubmit} noValidate data-auth-ready={formReady ? '1' : '0'}>\n {tenantId ? (\n <input type=\"hidden\" name=\"tenantId\" value={tenantId} />\n ) : null}\n {!!translatedRoles.length && (\n <Alert variant=\"info\" className=\"text-center\">\n <AlertDescription>\n {translate(\n translatedRoles.length > 1 ? 'auth.login.requireRolesMessage' : 'auth.login.requireRoleMessage',\n translatedRoles.length > 1\n ? 'Access requires one of the following roles: {roles}'\n : 'Access requires role: {roles}',\n { roles: translatedRoles.join(', ') },\n )}\n </AlertDescription>\n </Alert>\n )}\n {!!translatedFeatures.length && (\n <Alert variant=\"info\" className=\"text-center\">\n <AlertDescription>\n {translate('auth.login.featureDenied', \"You don't have access to this feature ({feature}). Please contact your administrator.\", {\n feature: translatedFeatures.join(', '),\n })}\n </AlertDescription>\n </Alert>\n )}\n {activeAuthenticatedUser && (translatedRoles.length || translatedFeatures.length) ? (\n <div className=\"flex justify-center\" data-testid=\"login-return-dashboard\">\n <Button asChild type=\"button\" variant=\"outline\" size=\"sm\">\n <Link href=\"/backend\">\n {translate('auth.accessDenied.dashboard', 'Go to Dashboard')}\n </Link>\n </Button>\n </div>\n ) : null}\n {showTenantInvalid ? (\n <div className=\"rounded-md border border-status-error-border bg-status-error-bg px-3 py-2 text-center text-xs text-status-error-text\">\n <div className=\"font-medium\">{translate('auth.login.errors.tenantInvalid', 'Tenant not found. Clear the tenant selection and try again.')}</div>\n <Button type=\"button\" variant=\"outline\" size=\"sm\" className=\"mt-2 border-status-error-border text-status-error-text hover:text-status-error-text\" onClick={handleClearTenant}>\n <X className=\"mr-2 size-4\" aria-hidden=\"true\" />\n {translate('auth.login.tenantClear', 'Clear')}\n </Button>\n </div>\n ) : tenantId ? (\n <div className=\"rounded-md border border-status-success-border bg-status-success-bg px-3 py-2 text-center text-xs text-status-success-text\">\n <div className=\"font-medium\">\n {tenantLoading\n ? translate('auth.login.tenantLoading', 'Loading tenant details...')\n : translate('auth.login.tenantBanner', \"You're logging in to {tenant}.\", {\n tenant: tenantName || tenantId,\n })}\n </div>\n <Button type=\"button\" variant=\"outline\" size=\"sm\" className=\"mt-2 border-status-success-border text-status-success-text hover:text-status-success-text\" onClick={handleClearTenant}>\n <X className=\"mr-2 size-4\" aria-hidden=\"true\" />\n {translate('auth.login.tenantClear', 'Clear')}\n </Button>\n </div>\n ) : null}\n {error && !showTenantInvalid && (\n <div className=\"rounded-md border border-status-error-border bg-status-error-bg px-3 py-2 text-center text-sm text-status-error-text\" role=\"alert\" aria-live=\"polite\">\n {error}\n </div>\n )}\n <div className=\"grid gap-1\">\n <Label htmlFor=\"email\">{t('auth.email')}</Label>\n <EmailInput\n id=\"email\"\n name=\"email\"\n required\n aria-invalid={!!error}\n onChange={(e) => setEmail(e.target.value)}\n onBlur={(e) => setEmail(e.target.value)}\n />\n </div>\n <InjectionSpot<LoginFormWidgetContext>\n spotId={extensionPoints.hosts.loginForm.spotId}\n context={loginFormContext}\n />\n {authOverride?.hidePassword ? null : (\n <div className=\"grid gap-1\">\n <Label htmlFor=\"password\">{t('auth.password')}</Label>\n <PasswordInput id=\"password\" name=\"password\" required={!authOverride} aria-invalid={!!error} autoComplete=\"current-password\" />\n </div>\n )}\n {!authOverride?.hideRememberMe && !authOverride?.hidePassword && (\n <label className=\"flex items-center gap-2 text-xs text-muted-foreground\">\n <input type=\"checkbox\" name=\"remember\" className=\"accent-foreground\" />\n <span>{translate('auth.login.rememberMe', 'Remember me')}</span>\n </label>\n )}\n <Button type=\"submit\" disabled={submitting || !formReady} className=\"h-10 mt-2\">\n {submitting\n ? translate('auth.login.loading', 'Loading...')\n : authOverride\n ? authOverride.providerLabel\n : translate('auth.signIn', 'Sign in')}\n </Button>\n {!authOverride?.hideForgotPassword && (\n <div className=\"text-xs text-muted-foreground mt-2\">\n <Link className=\"underline\" href=\"/reset\">\n {translate('auth.login.forgotPassword', 'Forgot password?')}\n </Link>\n </div>\n )}\n </form>\n </LoginFormSection>\n </CardContent>\n </Card>\n </div>\n )\n}\n"],
5
+ "mappings": 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6
6
  "names": ["redirectParam", "data"]
7
7
  }
package/dist/modules/customers/api/deals/summary/route.js CHANGED
@@ -3,9 +3,9 @@ import { z } from "zod";
3
3
  import { getAuthFromRequest } from "@open-mercato/shared/lib/auth/server";
4
4
  import { createRequestContainer } from "@open-mercato/shared/lib/di/container";
5
5
  import { resolveOrganizationScopeForRequest } from "@open-mercato/core/modules/directory/utils/organizationScope";
6
- import { fetchStuckDealIds } from "../../../lib/stuckDeals.js";
7
6
  import { resolveDealsOrganizationIds } from "../../../lib/dealsOrganizationScope.js";
8
7
  import { resolveOptionalBaseCurrencyCode } from "../../../lib/optionalBaseCurrency.js";
8
+ import { loadDealsSummaryQueryRows } from "../../../lib/dealsSummaryQueries.js";
9
9
  import {
10
10
  computeDelta,
11
11
  convertSumsToBase,
@@ -18,7 +18,6 @@ const logger = createLogger("customers");
18
18
  const metadata = {
19
19
  GET: { requireAuth: true, requireFeatures: ["customers.deals.view"] }
20
20
  };
21
- const OPEN_STATUSES = ["open", "in_progress"];
22
21
  const TRAILING_MONTHS = 6;
23
22
  const TOP_OWNERS = 5;
24
23
  const deltaSchema = z.object({
@@ -124,124 +123,19 @@ async function GET(req) {
124
123
  const previousQuarter = getPreviousQuarterWindow(today);
125
124
  const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS);
126
125
  const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start;
127
- const connection = em.getConnection();
128
126
  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
129
127
  container,
130
128
  effectiveTenantId,
131
129
  orgFilterIds[0]
132
130
  );
133
- const orgPlaceholders = orgFilterIds.map(() => "?").join(",");
134
- const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`;
135
- const scopeValues = [effectiveTenantId, ...orgFilterIds];
136
- const openPlaceholders = OPEN_STATUSES.map(() => "?").join(",");
137
- const openRows = await connection.execute(
138
- `SELECT
139
- pipeline_stage AS stage,
140
- UPPER(COALESCE(value_currency, '')) AS currency,
141
- COALESCE(SUM(value_amount), 0) AS total,
142
- COUNT(*) AS count,
143
- owner_user_id
144
- FROM customer_deals
145
- WHERE ${scopeWhere} AND status IN (${openPlaceholders})
146
- GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,
147
- [...scopeValues, ...OPEN_STATUSES]
148
- );
149
- const inflowRows = await connection.execute(
150
- `SELECT
151
- UPPER(COALESCE(value_currency, '')) AS currency,
152
- COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,
153
- COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,
154
- COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,
155
- COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count
156
- FROM customer_deals
157
- WHERE ${scopeWhere} AND status IN (${openPlaceholders})
158
- GROUP BY UPPER(COALESCE(value_currency, ''))`,
159
- [
160
- currentQuarter.start.toISOString(),
161
- currentQuarter.end.toISOString(),
162
- currentQuarter.start.toISOString(),
163
- currentQuarter.end.toISOString(),
164
- previousQuarter.start.toISOString(),
165
- previousQuarter.end.toISOString(),
166
- previousQuarter.start.toISOString(),
167
- previousQuarter.end.toISOString(),
168
- ...scopeValues,
169
- ...OPEN_STATUSES
170
- ]
171
- );
172
- const wonRows = await connection.execute(
173
- `SELECT
174
- UPPER(COALESCE(value_currency, '')) AS currency,
175
- COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,
176
- COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,
177
- COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,
178
- COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count
179
- FROM customer_deals
180
- WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')
181
- GROUP BY UPPER(COALESCE(value_currency, ''))`,
182
- [
183
- currentQuarter.start.toISOString(),
184
- currentQuarter.end.toISOString(),
185
- currentQuarter.start.toISOString(),
186
- currentQuarter.end.toISOString(),
187
- previousQuarter.start.toISOString(),
188
- previousQuarter.end.toISOString(),
189
- previousQuarter.start.toISOString(),
190
- previousQuarter.end.toISOString(),
191
- ...scopeValues
192
- ]
193
- );
194
- const winLossRows = await connection.execute(
195
- `SELECT
196
- COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,
197
- COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,
198
- COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,
199
- COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost
200
- FROM customer_deals
201
- WHERE ${scopeWhere}`,
202
- [
203
- currentQuarter.start.toISOString(),
204
- currentQuarter.end.toISOString(),
205
- currentQuarter.start.toISOString(),
206
- currentQuarter.end.toISOString(),
207
- previousQuarter.start.toISOString(),
208
- previousQuarter.end.toISOString(),
209
- previousQuarter.start.toISOString(),
210
- previousQuarter.end.toISOString(),
211
- ...scopeValues
212
- ]
213
- );
214
- const seriesRows = await connection.execute(
215
- `SELECT
216
- to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,
217
- COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,
218
- COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost
219
- FROM customer_deals
220
- WHERE ${scopeWhere} AND updated_at >= ?
221
- GROUP BY 1`,
222
- [...scopeValues, seriesStart.toISOString()]
223
- );
224
- const overdueRows = await connection.execute(
225
- `SELECT id FROM customer_deals
226
- WHERE ${scopeWhere} AND status = 'open' AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
227
- [...scopeValues]
228
- );
229
- const stuckIdLists = await Promise.all(
230
- orgFilterIds.map((orgId) => fetchStuckDealIds(em, orgId, effectiveTenantId))
231
- );
232
- const stuckIdSet = /* @__PURE__ */ new Set();
233
- for (const list of stuckIdLists) for (const id of list) stuckIdSet.add(id);
234
- let openStuckIds = [];
235
- if (stuckIdSet.size > 0) {
236
- const stuckIdValues = Array.from(stuckIdSet);
237
- const stuckPlaceholders = stuckIdValues.map(() => "?").join(",");
238
- const openStuckRows = await connection.execute(
239
- `SELECT id FROM customer_deals
240
- WHERE ${scopeWhere} AND status IN (${openPlaceholders}) AND id IN (${stuckPlaceholders})`,
241
- [...scopeValues, ...OPEN_STATUSES, ...stuckIdValues]
242
- );
243
- openStuckIds = openStuckRows.map((row) => row.id);
244
- }
131
+ const { openRows, inflowRows, wonRows, winLossRows, seriesRows, overdueRows, openStuckIds } = await loadDealsSummaryQueryRows({
132
+ em,
133
+ tenantId: effectiveTenantId,
134
+ organizationIds: orgFilterIds,
135
+ currentQuarter,
136
+ previousQuarter,
137
+ seriesStart
138
+ });
245
139
  const attentionIds = /* @__PURE__ */ new Set();
246
140
  for (const row of overdueRows) attentionIds.add(row.id);
247
141
  for (const id of openStuckIds) attentionIds.add(id);
package/dist/modules/customers/api/deals/summary/route.js.map CHANGED
@@ -1,7 +1,7 @@
1
1
  {
2
2
  "version": 3,
3
3
  "sources": ["../../../../../../src/modules/customers/api/deals/summary/route.ts"],
4
- "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 ?? '').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 baseCurrencyCode = await resolveOptionalBaseCurrencyCode(\n container,\n effectiveTenantId,\n orgFilterIds[0],\n )\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"],
5
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+ "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager as CoreEntityManager } from '@mikro-orm/core'\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 { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'\nimport { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'\nimport { loadDealsSummaryQueryRows } from '../../../lib/dealsSummaryQueries'\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 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\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 baseCurrencyCode = await resolveOptionalBaseCurrencyCode(\n container,\n effectiveTenantId,\n orgFilterIds[0],\n )\n\n const { openRows, inflowRows, wonRows, winLossRows, seriesRows, overdueRows, openStuckIds } =\n await loadDealsSummaryQueryRows({\n em,\n tenantId: effectiveTenantId,\n organizationIds: orgFilterIds,\n currentQuarter,\n previousQuarter,\n seriesStart,\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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6
6
  "names": []
7
7
  }
package/dist/modules/customers/lib/dealsSummaryQueries.js ADDED
@@ -0,0 +1,144 @@
1
+ import { fetchStuckDealIds } from "./stuckDeals.js";
2
+ function buildOpenDealPredicate(statuses) {
3
+ if (statuses.length === 0) {
4
+ throw new Error("[internal] Open-deal predicate requires at least one status");
5
+ }
6
+ const placeholders = statuses.map(() => "?").join(",");
7
+ return {
8
+ clause: `status IN (${placeholders}) AND closure_outcome IS NULL`,
9
+ values: [...statuses]
10
+ };
11
+ }
12
+ async function loadDealsSummaryQueryRows(input) {
13
+ if (input.organizationIds.length === 0) {
14
+ throw new Error("[internal] Deals summary query requires an organization scope");
15
+ }
16
+ const connection = input.em.getConnection();
17
+ const organizationPlaceholders = input.organizationIds.map(() => "?").join(",");
18
+ const scopeWhere = `tenant_id = ? AND organization_id IN (${organizationPlaceholders}) AND deleted_at IS NULL`;
19
+ const scopeValues = [input.tenantId, ...input.organizationIds];
20
+ const openDealsPredicate = buildOpenDealPredicate(["open", "in_progress"]);
21
+ const openRows = await connection.execute(
22
+ `SELECT
23
+ pipeline_stage AS stage,
24
+ UPPER(COALESCE(value_currency, '')) AS currency,
25
+ COALESCE(SUM(value_amount), 0) AS total,
26
+ COUNT(*) AS count,
27
+ owner_user_id
28
+ FROM customer_deals
29
+ WHERE ${scopeWhere} AND ${openDealsPredicate.clause}
30
+ GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,
31
+ [...scopeValues, ...openDealsPredicate.values]
32
+ );
33
+ const inflowRows = await connection.execute(
34
+ `SELECT
35
+ UPPER(COALESCE(value_currency, '')) AS currency,
36
+ COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,
37
+ COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,
38
+ COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,
39
+ COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count
40
+ FROM customer_deals
41
+ WHERE ${scopeWhere} AND ${openDealsPredicate.clause}
42
+ GROUP BY UPPER(COALESCE(value_currency, ''))`,
43
+ [
44
+ input.currentQuarter.start.toISOString(),
45
+ input.currentQuarter.end.toISOString(),
46
+ input.currentQuarter.start.toISOString(),
47
+ input.currentQuarter.end.toISOString(),
48
+ input.previousQuarter.start.toISOString(),
49
+ input.previousQuarter.end.toISOString(),
50
+ input.previousQuarter.start.toISOString(),
51
+ input.previousQuarter.end.toISOString(),
52
+ ...scopeValues,
53
+ ...openDealsPredicate.values
54
+ ]
55
+ );
56
+ const wonRows = await connection.execute(
57
+ `SELECT
58
+ UPPER(COALESCE(value_currency, '')) AS currency,
59
+ COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,
60
+ COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,
61
+ COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,
62
+ COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count
63
+ FROM customer_deals
64
+ WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')
65
+ GROUP BY UPPER(COALESCE(value_currency, ''))`,
66
+ [
67
+ input.currentQuarter.start.toISOString(),
68
+ input.currentQuarter.end.toISOString(),
69
+ input.currentQuarter.start.toISOString(),
70
+ input.currentQuarter.end.toISOString(),
71
+ input.previousQuarter.start.toISOString(),
72
+ input.previousQuarter.end.toISOString(),
73
+ input.previousQuarter.start.toISOString(),
74
+ input.previousQuarter.end.toISOString(),
75
+ ...scopeValues
76
+ ]
77
+ );
78
+ const winLossRows = await connection.execute(
79
+ `SELECT
80
+ COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,
81
+ COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,
82
+ COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,
83
+ COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost
84
+ FROM customer_deals
85
+ WHERE ${scopeWhere}`,
86
+ [
87
+ input.currentQuarter.start.toISOString(),
88
+ input.currentQuarter.end.toISOString(),
89
+ input.currentQuarter.start.toISOString(),
90
+ input.currentQuarter.end.toISOString(),
91
+ input.previousQuarter.start.toISOString(),
92
+ input.previousQuarter.end.toISOString(),
93
+ input.previousQuarter.start.toISOString(),
94
+ input.previousQuarter.end.toISOString(),
95
+ ...scopeValues
96
+ ]
97
+ );
98
+ const seriesRows = await connection.execute(
99
+ `SELECT
100
+ to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,
101
+ COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,
102
+ COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost
103
+ FROM customer_deals
104
+ WHERE ${scopeWhere} AND updated_at >= ?
105
+ GROUP BY 1`,
106
+ [...scopeValues, input.seriesStart.toISOString()]
107
+ );
108
+ const overdueDealsPredicate = buildOpenDealPredicate(["open"]);
109
+ const overdueRows = await connection.execute(
110
+ `SELECT id FROM customer_deals
111
+ WHERE ${scopeWhere} AND ${overdueDealsPredicate.clause} AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
112
+ [...scopeValues, ...overdueDealsPredicate.values]
113
+ );
114
+ const stuckIdLists = await Promise.all(
115
+ input.organizationIds.map(
116
+ (organizationId) => fetchStuckDealIds(input.em, organizationId, input.tenantId)
117
+ )
118
+ );
119
+ const stuckIdValues = Array.from(new Set(stuckIdLists.flat()));
120
+ let openStuckIds = [];
121
+ if (stuckIdValues.length > 0) {
122
+ const stuckPlaceholders = stuckIdValues.map(() => "?").join(",");
123
+ const openStuckRows = await connection.execute(
124
+ `SELECT id FROM customer_deals
125
+ WHERE ${scopeWhere} AND ${openDealsPredicate.clause} AND id IN (${stuckPlaceholders})`,
126
+ [...scopeValues, ...openDealsPredicate.values, ...stuckIdValues]
127
+ );
128
+ openStuckIds = openStuckRows.map((row) => row.id);
129
+ }
130
+ return {
131
+ openRows,
132
+ inflowRows,
133
+ wonRows,
134
+ winLossRows,
135
+ seriesRows,
136
+ overdueRows,
137
+ openStuckIds
138
+ };
139
+ }
140
+ export {
141
+ buildOpenDealPredicate,
142
+ loadDealsSummaryQueryRows
143
+ };
144
+ //# sourceMappingURL=dealsSummaryQueries.js.map
package/dist/modules/customers/lib/dealsSummaryQueries.js.map ADDED
@@ -0,0 +1,7 @@
1
+ {
2
+ "version": 3,
3
+ "sources": ["../../../../src/modules/customers/lib/dealsSummaryQueries.ts"],
4
+ "sourcesContent": ["import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'\nimport type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'\nimport { fetchStuckDealIds } from './stuckDeals'\n\ntype DateWindow = {\n start: Date\n end: Date\n}\n\nexport type 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\nexport type 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\nexport type WinLossRow = {\n current_won: string | number\n current_lost: string | number\n previous_won: string | number\n previous_lost: string | number\n}\n\nexport type WinRateMonthRow = {\n period: string\n won: string | number\n lost: string | number\n}\n\nexport type DealsSummaryQueryRows = {\n openRows: OpenPipelineRow[]\n inflowRows: WindowSumRow[]\n wonRows: WindowSumRow[]\n winLossRows: WinLossRow[]\n seriesRows: WinRateMonthRow[]\n overdueRows: Array<{ id: string }>\n openStuckIds: string[]\n}\n\nexport type DealsSummaryQueryInput = {\n em: CoreEntityManager\n tenantId: string\n organizationIds: string[]\n currentQuarter: DateWindow\n previousQuarter: DateWindow\n seriesStart: Date\n}\n\ntype SqlPredicate = {\n clause: string\n values: string[]\n}\n\nexport function buildOpenDealPredicate(statuses: readonly string[]): SqlPredicate {\n if (statuses.length === 0) {\n throw new Error('[internal] Open-deal predicate requires at least one status')\n }\n\n const placeholders = statuses.map(() => '?').join(',')\n return {\n clause: `status IN (${placeholders}) AND closure_outcome IS NULL`,\n values: [...statuses],\n }\n}\n\nexport async function loadDealsSummaryQueryRows(input: DealsSummaryQueryInput): Promise<DealsSummaryQueryRows> {\n if (input.organizationIds.length === 0) {\n throw new Error('[internal] Deals summary query requires an organization scope')\n }\n\n const connection = input.em.getConnection()\n const organizationPlaceholders = input.organizationIds.map(() => '?').join(',')\n const scopeWhere = `tenant_id = ? AND organization_id IN (${organizationPlaceholders}) AND deleted_at IS NULL`\n const scopeValues: Array<string | number | null> = [input.tenantId, ...input.organizationIds]\n const openDealsPredicate = buildOpenDealPredicate(['open', 'in_progress'])\n\n const openRows = 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 ${openDealsPredicate.clause}\n GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,\n [...scopeValues, ...openDealsPredicate.values],\n )\n\n const inflowRows = 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 ${openDealsPredicate.clause}\n GROUP BY UPPER(COALESCE(value_currency, ''))`,\n [\n input.currentQuarter.start.toISOString(),\n input.currentQuarter.end.toISOString(),\n input.currentQuarter.start.toISOString(),\n input.currentQuarter.end.toISOString(),\n input.previousQuarter.start.toISOString(),\n input.previousQuarter.end.toISOString(),\n input.previousQuarter.start.toISOString(),\n input.previousQuarter.end.toISOString(),\n ...scopeValues,\n ...openDealsPredicate.values,\n ],\n )\n\n const wonRows = 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 input.currentQuarter.start.toISOString(),\n input.currentQuarter.end.toISOString(),\n input.currentQuarter.start.toISOString(),\n input.currentQuarter.end.toISOString(),\n input.previousQuarter.start.toISOString(),\n input.previousQuarter.end.toISOString(),\n input.previousQuarter.start.toISOString(),\n input.previousQuarter.end.toISOString(),\n ...scopeValues,\n ],\n )\n\n const winLossRows = 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 input.currentQuarter.start.toISOString(),\n input.currentQuarter.end.toISOString(),\n input.currentQuarter.start.toISOString(),\n input.currentQuarter.end.toISOString(),\n input.previousQuarter.start.toISOString(),\n input.previousQuarter.end.toISOString(),\n input.previousQuarter.start.toISOString(),\n input.previousQuarter.end.toISOString(),\n ...scopeValues,\n ],\n )\n\n const seriesRows = 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, input.seriesStart.toISOString()],\n )\n\n const overdueDealsPredicate = buildOpenDealPredicate(['open'])\n const overdueRows = await connection.execute<Array<{ id: string }>>(\n `SELECT id FROM customer_deals\n WHERE ${scopeWhere} AND ${overdueDealsPredicate.clause} AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,\n [...scopeValues, ...overdueDealsPredicate.values],\n )\n\n const stuckIdLists = await Promise.all(\n input.organizationIds.map((organizationId) =>\n fetchStuckDealIds(input.em as unknown as PgEntityManager, organizationId, input.tenantId),\n ),\n )\n const stuckIdValues = Array.from(new Set(stuckIdLists.flat()))\n let openStuckIds: string[] = []\n if (stuckIdValues.length > 0) {\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 ${openDealsPredicate.clause} AND id IN (${stuckPlaceholders})`,\n [...scopeValues, ...openDealsPredicate.values, ...stuckIdValues],\n )\n openStuckIds = openStuckRows.map((row) => row.id)\n }\n\n return {\n openRows,\n inflowRows,\n wonRows,\n winLossRows,\n seriesRows,\n overdueRows,\n openStuckIds,\n }\n}\n"],
5
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6
+ "names": []
7
+ }
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@open-mercato/core",
3
- "version": "0.6.7-develop.6766.1.40c9011995",
3
+ "version": "0.6.7-develop.6768.1.9d2c4efc43",
4
4
  "license": "MIT",
5
5
  "type": "module",
6
6
  "main": "./dist/index.js",
@@ -254,16 +254,16 @@
254
254
  "zod": "^4.4.3"
255
255
  },
256
256
  "peerDependencies": {
257
- "@open-mercato/ai-assistant": "0.6.7-develop.6766.1.40c9011995",
258
- "@open-mercato/shared": "0.6.7-develop.6766.1.40c9011995",
259
- "@open-mercato/ui": "0.6.7-develop.6766.1.40c9011995",
257
+ "@open-mercato/ai-assistant": "0.6.7-develop.6768.1.9d2c4efc43",
258
+ "@open-mercato/shared": "0.6.7-develop.6768.1.9d2c4efc43",
259
+ "@open-mercato/ui": "0.6.7-develop.6768.1.9d2c4efc43",
260
260
  "react": "^19.0.0",
261
261
  "react-dom": "^19.0.0"
262
262
  },
263
263
  "devDependencies": {
264
- "@open-mercato/ai-assistant": "0.6.7-develop.6766.1.40c9011995",
265
- "@open-mercato/shared": "0.6.7-develop.6766.1.40c9011995",
266
- "@open-mercato/ui": "0.6.7-develop.6766.1.40c9011995",
264
+ "@open-mercato/ai-assistant": "0.6.7-develop.6768.1.9d2c4efc43",
265
+ "@open-mercato/shared": "0.6.7-develop.6768.1.9d2c4efc43",
266
+ "@open-mercato/ui": "0.6.7-develop.6768.1.9d2c4efc43",
267
267
  "@testing-library/dom": "^10.4.1",
268
268
  "@testing-library/jest-dom": "^6.9.1",
269
269
  "@testing-library/react": "^16.3.1",
package/src/modules/auth/frontend/login.tsx CHANGED
@@ -15,6 +15,7 @@ import { useT } from '@open-mercato/shared/lib/i18n/context'
15
15
  import { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'
16
16
  import { clearAllOperations } from '@open-mercato/ui/backend/operations/store'
17
17
  import { notifyAuthIdentityChange } from '@open-mercato/ui/backend/AuthSessionGuard'
18
+ import { clearAllPerspectiveState } from '@open-mercato/ui/backend/DataTable'
18
19
  import { apiCall } from '@open-mercato/ui/backend/utils/apiCall'
19
20
  import { X } from 'lucide-react'
20
21
  import { Alert, AlertDescription } from '@open-mercato/ui/primitives/alert'
@@ -264,6 +265,7 @@ export default function LoginPage() {
264
265
  const res = await fetch('/api/auth/login', { method: 'POST', body: form })
265
266
  if (res.redirected) {
266
267
  clearAllOperations()
268
+ clearAllPerspectiveState()
267
269
  notifyAuthIdentityChange()
268
270
  // NextResponse.redirect from API
269
271
  router.replace(res.url)
@@ -318,6 +320,7 @@ export default function LoginPage() {
318
320
  const data = await res.json().catch(() => null) as LoginResponseEventDetail
319
321
  emitLoginResponseEvent(data)
320
322
  clearAllOperations()
323
+ clearAllPerspectiveState()
321
324
  notifyAuthIdentityChange()
322
325
  if (data && typeof data.redirect === 'string' && data.redirect.length > 0) {
323
326
  router.replace(data.redirect)
package/src/modules/customers/api/deals/summary/route.ts CHANGED
@@ -1,15 +1,14 @@
1
1
  import { NextResponse } from 'next/server'
2
2
  import { z } from 'zod'
3
3
  import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'
4
- import type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'
5
4
  import { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'
6
5
  import { createRequestContainer } from '@open-mercato/shared/lib/di/container'
7
6
  import { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'
8
7
  import type { ExchangeRateService, RateResult } from '@open-mercato/core/modules/currencies/services/exchangeRateService'
9
8
  import type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'
10
- import { fetchStuckDealIds } from '../../../lib/stuckDeals'
11
9
  import { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'
12
10
  import { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'
11
+ import { loadDealsSummaryQueryRows } from '../../../lib/dealsSummaryQueries'
13
12
  import {
14
13
  computeDelta,
15
14
  convertSumsToBase,
@@ -27,7 +26,6 @@ export const metadata = {
27
26
  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },
28
27
  }
29
28
 
30
- const OPEN_STATUSES = ['open', 'in_progress'] as const
31
29
  const TRAILING_MONTHS = 6
32
30
  const TOP_OWNERS = 5
33
31
 
@@ -108,40 +106,6 @@ export const openApi: OpenApiRouteDoc = {
108
106
  },
109
107
  }
110
108
 
111
- type OpenPipelineRow = {
112
- stage: string | null
113
- currency: string | null
114
- total: string | number | null
115
- count: string | number
116
- owner_user_id: string | null
117
- }
118
-
119
- type WindowSumRow = {
120
- currency: string | null
121
- current_total: string | number | null
122
- current_count: string | number
123
- previous_total: string | number | null
124
- previous_count: string | number
125
- }
126
-
127
- type WinLossRow = {
128
- current_won: string | number
129
- current_lost: string | number
130
- previous_won: string | number
131
- previous_lost: string | number
132
- }
133
-
134
- type WinRateMonthRow = {
135
- period: string
136
- won: string | number
137
- lost: string | number
138
- }
139
-
140
- type OwnerCountRow = {
141
- owner_user_id: string | null
142
- count: string | number
143
- }
144
-
145
109
  function toNumber(value: string | number | null | undefined): number {
146
110
  const parsed = Number(value ?? 0)
147
111
  return Number.isFinite(parsed) ? parsed : 0
@@ -185,133 +149,21 @@ export async function GET(req: Request) {
185
149
  const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS)
186
150
  const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start
187
151
 
188
- const connection = em.getConnection()
189
-
190
152
  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
191
153
  container,
192
154
  effectiveTenantId,
193
155
  orgFilterIds[0],
194
156
  )
195
157
 
196
- const orgPlaceholders = orgFilterIds.map(() => '?').join(',')
197
- const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`
198
- const scopeValues: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]
199
- const openPlaceholders = OPEN_STATUSES.map(() => '?').join(',')
200
-
201
- // 1) Open pipeline: per (stage, currency) sums + open-deal owner per row, so we can
202
- // derive pipeline value (per stage + converted total) and the open owner set in one pass.
203
- const openRows: OpenPipelineRow[] = await connection.execute<OpenPipelineRow[]>(
204
- `SELECT
205
- pipeline_stage AS stage,
206
- UPPER(COALESCE(value_currency, '')) AS currency,
207
- COALESCE(SUM(value_amount), 0) AS total,
208
- COUNT(*) AS count,
209
- owner_user_id
210
- FROM customer_deals
211
- WHERE ${scopeWhere} AND status IN (${openPlaceholders})
212
- GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,
213
- [...scopeValues, ...OPEN_STATUSES],
214
- )
215
-
216
- // 2) Open-deal value created in the current vs previous quarter (pipeline inflow delta).
217
- const inflowRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(
218
- `SELECT
219
- UPPER(COALESCE(value_currency, '')) AS currency,
220
- COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,
221
- COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,
222
- COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,
223
- COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count
224
- FROM customer_deals
225
- WHERE ${scopeWhere} AND status IN (${openPlaceholders})
226
- GROUP BY UPPER(COALESCE(value_currency, ''))`,
227
- [
228
- currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
229
- currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
230
- previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
231
- previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
232
- ...scopeValues, ...OPEN_STATUSES,
233
- ],
234
- )
235
-
236
- // 3) Won value per currency for the current vs previous quarter (updated_at in window).
237
- const wonRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(
238
- `SELECT
239
- UPPER(COALESCE(value_currency, '')) AS currency,
240
- COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,
241
- COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,
242
- COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,
243
- COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count
244
- FROM customer_deals
245
- WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')
246
- GROUP BY UPPER(COALESCE(value_currency, ''))`,
247
- [
248
- currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
249
- currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
250
- previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
251
- previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
252
- ...scopeValues,
253
- ],
254
- )
255
-
256
- // 4) Win/lost counts for the current vs previous quarter (win rate + delta-pp).
257
- const winLossRows: WinLossRow[] = await connection.execute<WinLossRow[]>(
258
- `SELECT
259
- COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,
260
- COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,
261
- COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,
262
- COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost
263
- FROM customer_deals
264
- WHERE ${scopeWhere}`,
265
- [
266
- currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
267
- currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
268
- previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
269
- previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
270
- ...scopeValues,
271
- ],
272
- )
273
-
274
- // 5) Win-rate series over the trailing months (won/lost grouped by updated_at month).
275
- const seriesRows: WinRateMonthRow[] = await connection.execute<WinRateMonthRow[]>(
276
- `SELECT
277
- to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,
278
- COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,
279
- COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost
280
- FROM customer_deals
281
- WHERE ${scopeWhere} AND updated_at >= ?
282
- GROUP BY 1`,
283
- [...scopeValues, seriesStart.toISOString()],
284
- )
285
-
286
- // Overdue open deals (id set) + stuck deals (id set) → union count for "need attention".
287
- const overdueRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(
288
- `SELECT id FROM customer_deals
289
- WHERE ${scopeWhere} AND status = 'open' AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
290
- [...scopeValues],
291
- )
292
- // `fetchStuckDealIds` is single-org; run it for every org in scope so multi-org callers don't
293
- // undercount stuck deals (the aggregates above already span every org in `orgFilterIds`).
294
- const stuckIdLists = await Promise.all(
295
- orgFilterIds.map((orgId) =>
296
- fetchStuckDealIds(em as unknown as PgEntityManager, orgId, effectiveTenantId)),
297
- )
298
- const stuckIdSet = new Set<string>()
299
- for (const list of stuckIdLists) for (const id of list) stuckIdSet.add(id)
300
-
301
- // The stuck-deal query does not filter status, so a stuck id can be a won/lost/closed deal.
302
- // "Need attention" is an active-deal metric — intersect with the open (OPEN_STATUSES) set so
303
- // terminal deals never inflate the count.
304
- let openStuckIds: string[] = []
305
- if (stuckIdSet.size > 0) {
306
- const stuckIdValues = Array.from(stuckIdSet)
307
- const stuckPlaceholders = stuckIdValues.map(() => '?').join(',')
308
- const openStuckRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(
309
- `SELECT id FROM customer_deals
310
- WHERE ${scopeWhere} AND status IN (${openPlaceholders}) AND id IN (${stuckPlaceholders})`,
311
- [...scopeValues, ...OPEN_STATUSES, ...stuckIdValues],
312
- )
313
- openStuckIds = openStuckRows.map((row) => row.id)
314
- }
158
+ const { openRows, inflowRows, wonRows, winLossRows, seriesRows, overdueRows, openStuckIds } =
159
+ await loadDealsSummaryQueryRows({
160
+ em,
161
+ tenantId: effectiveTenantId,
162
+ organizationIds: orgFilterIds,
163
+ currentQuarter,
164
+ previousQuarter,
165
+ seriesStart,
166
+ })
315
167
 
316
168
  const attentionIds = new Set<string>()
317
169
  for (const row of overdueRows) attentionIds.add(row.id)
package/src/modules/customers/lib/dealsSummaryQueries.ts ADDED
@@ -0,0 +1,211 @@
1
+ import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'
2
+ import type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'
3
+ import { fetchStuckDealIds } from './stuckDeals'
4
+
5
+ type DateWindow = {
6
+ start: Date
7
+ end: Date
8
+ }
9
+
10
+ export type OpenPipelineRow = {
11
+ stage: string | null
12
+ currency: string | null
13
+ total: string | number | null
14
+ count: string | number
15
+ owner_user_id: string | null
16
+ }
17
+
18
+ export type WindowSumRow = {
19
+ currency: string | null
20
+ current_total: string | number | null
21
+ current_count: string | number
22
+ previous_total: string | number | null
23
+ previous_count: string | number
24
+ }
25
+
26
+ export type WinLossRow = {
27
+ current_won: string | number
28
+ current_lost: string | number
29
+ previous_won: string | number
30
+ previous_lost: string | number
31
+ }
32
+
33
+ export type WinRateMonthRow = {
34
+ period: string
35
+ won: string | number
36
+ lost: string | number
37
+ }
38
+
39
+ export type DealsSummaryQueryRows = {
40
+ openRows: OpenPipelineRow[]
41
+ inflowRows: WindowSumRow[]
42
+ wonRows: WindowSumRow[]
43
+ winLossRows: WinLossRow[]
44
+ seriesRows: WinRateMonthRow[]
45
+ overdueRows: Array<{ id: string }>
46
+ openStuckIds: string[]
47
+ }
48
+
49
+ export type DealsSummaryQueryInput = {
50
+ em: CoreEntityManager
51
+ tenantId: string
52
+ organizationIds: string[]
53
+ currentQuarter: DateWindow
54
+ previousQuarter: DateWindow
55
+ seriesStart: Date
56
+ }
57
+
58
+ type SqlPredicate = {
59
+ clause: string
60
+ values: string[]
61
+ }
62
+
63
+ export function buildOpenDealPredicate(statuses: readonly string[]): SqlPredicate {
64
+ if (statuses.length === 0) {
65
+ throw new Error('[internal] Open-deal predicate requires at least one status')
66
+ }
67
+
68
+ const placeholders = statuses.map(() => '?').join(',')
69
+ return {
70
+ clause: `status IN (${placeholders}) AND closure_outcome IS NULL`,
71
+ values: [...statuses],
72
+ }
73
+ }
74
+
75
+ export async function loadDealsSummaryQueryRows(input: DealsSummaryQueryInput): Promise<DealsSummaryQueryRows> {
76
+ if (input.organizationIds.length === 0) {
77
+ throw new Error('[internal] Deals summary query requires an organization scope')
78
+ }
79
+
80
+ const connection = input.em.getConnection()
81
+ const organizationPlaceholders = input.organizationIds.map(() => '?').join(',')
82
+ const scopeWhere = `tenant_id = ? AND organization_id IN (${organizationPlaceholders}) AND deleted_at IS NULL`
83
+ const scopeValues: Array<string | number | null> = [input.tenantId, ...input.organizationIds]
84
+ const openDealsPredicate = buildOpenDealPredicate(['open', 'in_progress'])
85
+
86
+ const openRows = await connection.execute<OpenPipelineRow[]>(
87
+ `SELECT
88
+ pipeline_stage AS stage,
89
+ UPPER(COALESCE(value_currency, '')) AS currency,
90
+ COALESCE(SUM(value_amount), 0) AS total,
91
+ COUNT(*) AS count,
92
+ owner_user_id
93
+ FROM customer_deals
94
+ WHERE ${scopeWhere} AND ${openDealsPredicate.clause}
95
+ GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,
96
+ [...scopeValues, ...openDealsPredicate.values],
97
+ )
98
+
99
+ const inflowRows = await connection.execute<WindowSumRow[]>(
100
+ `SELECT
101
+ UPPER(COALESCE(value_currency, '')) AS currency,
102
+ COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,
103
+ COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,
104
+ COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,
105
+ COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count
106
+ FROM customer_deals
107
+ WHERE ${scopeWhere} AND ${openDealsPredicate.clause}
108
+ GROUP BY UPPER(COALESCE(value_currency, ''))`,
109
+ [
110
+ input.currentQuarter.start.toISOString(),
111
+ input.currentQuarter.end.toISOString(),
112
+ input.currentQuarter.start.toISOString(),
113
+ input.currentQuarter.end.toISOString(),
114
+ input.previousQuarter.start.toISOString(),
115
+ input.previousQuarter.end.toISOString(),
116
+ input.previousQuarter.start.toISOString(),
117
+ input.previousQuarter.end.toISOString(),
118
+ ...scopeValues,
119
+ ...openDealsPredicate.values,
120
+ ],
121
+ )
122
+
123
+ const wonRows = await connection.execute<WindowSumRow[]>(
124
+ `SELECT
125
+ UPPER(COALESCE(value_currency, '')) AS currency,
126
+ COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,
127
+ COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,
128
+ COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,
129
+ COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count
130
+ FROM customer_deals
131
+ WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')
132
+ GROUP BY UPPER(COALESCE(value_currency, ''))`,
133
+ [
134
+ input.currentQuarter.start.toISOString(),
135
+ input.currentQuarter.end.toISOString(),
136
+ input.currentQuarter.start.toISOString(),
137
+ input.currentQuarter.end.toISOString(),
138
+ input.previousQuarter.start.toISOString(),
139
+ input.previousQuarter.end.toISOString(),
140
+ input.previousQuarter.start.toISOString(),
141
+ input.previousQuarter.end.toISOString(),
142
+ ...scopeValues,
143
+ ],
144
+ )
145
+
146
+ const winLossRows = await connection.execute<WinLossRow[]>(
147
+ `SELECT
148
+ COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,
149
+ COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,
150
+ COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,
151
+ COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost
152
+ FROM customer_deals
153
+ WHERE ${scopeWhere}`,
154
+ [
155
+ input.currentQuarter.start.toISOString(),
156
+ input.currentQuarter.end.toISOString(),
157
+ input.currentQuarter.start.toISOString(),
158
+ input.currentQuarter.end.toISOString(),
159
+ input.previousQuarter.start.toISOString(),
160
+ input.previousQuarter.end.toISOString(),
161
+ input.previousQuarter.start.toISOString(),
162
+ input.previousQuarter.end.toISOString(),
163
+ ...scopeValues,
164
+ ],
165
+ )
166
+
167
+ const seriesRows = await connection.execute<WinRateMonthRow[]>(
168
+ `SELECT
169
+ to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,
170
+ COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,
171
+ COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost
172
+ FROM customer_deals
173
+ WHERE ${scopeWhere} AND updated_at >= ?
174
+ GROUP BY 1`,
175
+ [...scopeValues, input.seriesStart.toISOString()],
176
+ )
177
+
178
+ const overdueDealsPredicate = buildOpenDealPredicate(['open'])
179
+ const overdueRows = await connection.execute<Array<{ id: string }>>(
180
+ `SELECT id FROM customer_deals
181
+ WHERE ${scopeWhere} AND ${overdueDealsPredicate.clause} AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
182
+ [...scopeValues, ...overdueDealsPredicate.values],
183
+ )
184
+
185
+ const stuckIdLists = await Promise.all(
186
+ input.organizationIds.map((organizationId) =>
187
+ fetchStuckDealIds(input.em as unknown as PgEntityManager, organizationId, input.tenantId),
188
+ ),
189
+ )
190
+ const stuckIdValues = Array.from(new Set(stuckIdLists.flat()))
191
+ let openStuckIds: string[] = []
192
+ if (stuckIdValues.length > 0) {
193
+ const stuckPlaceholders = stuckIdValues.map(() => '?').join(',')
194
+ const openStuckRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(
195
+ `SELECT id FROM customer_deals
196
+ WHERE ${scopeWhere} AND ${openDealsPredicate.clause} AND id IN (${stuckPlaceholders})`,
197
+ [...scopeValues, ...openDealsPredicate.values, ...stuckIdValues],
198
+ )
199
+ openStuckIds = openStuckRows.map((row) => row.id)
200
+ }
201
+
202
+ return {
203
+ openRows,
204
+ inflowRows,
205
+ wonRows,
206
+ winLossRows,
207
+ seriesRows,
208
+ overdueRows,
209
+ openStuckIds,
210
+ }
211
+ }