@open-mercato/core 0.6.7-develop.6766.1.40c9011995 → 0.6.7-develop.6770.1.b52298cf20

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

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/lib/dealsSummaryQueries.ts"],
+  "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"],
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+  "names": []
+}

package/dist/modules/directory/backend/directory/organizations/[id]/edit/page.js

@@ -6,7 +6,6 @@ import { useT } from "@open-mercato/shared/lib/i18n/context";
 import { extractCustomFieldEntries } from "@open-mercato/shared/lib/crud/custom-fields-client";
 import { E } from "../../../../../../../generated/entities.ids.generated.js";
 import { OrganizationSelect } from "@open-mercato/core/modules/directory/components/OrganizationSelect";
-import { TenantSelect } from "@open-mercato/core/modules/directory/components/TenantSelect";
 import {
   buildOrganizationTreeOptions
 } from "@open-mercato/core/modules/directory/lib/tree";
@@ -27,6 +26,7 @@ function EditOrganizationPage({ params }) {
   const [initialValues, setInitialValues] = React.useState(null);
   const [pathLabel, setPathLabel] = React.useState("");
   const [tenantId, setTenantId] = React.useState(null);
+  const [tenantName, setTenantName] = React.useState(null);
   const [loading, setLoading] = React.useState(true);
   const [error, setError] = React.useState(null);
   const [isNotFound, setIsNotFound] = React.useState(false);
@@ -101,6 +101,7 @@ function EditOrganizationPage({ params }) {
         }
         const resolvedTenantId = record.tenantId || null;
         setTenantId(resolvedTenantId);
+        setTenantName(record.tenantName ?? null);
         const baseTree = await loadParentTree(resolvedTenantId, record.descendantIds ?? []);
         const fullTree = buildOrganizationTreeOptions(baseTree);
         const nodeMap = new Map(fullTree.map((opt) => [opt.value, opt]));
@@ -160,20 +161,10 @@ function EditOrganizationPage({ params }) {
         id: "tenantId",
         label: t("directory.organizations.form.field.tenant", "Tenant"),
         type: "custom",
-        component: ({ value, setValue }) => /* @__PURE__ */ jsx(
-          TenantSelect,
-          {
-            id: "tenantId",
-            value: typeof value === "string" ? value : tenantId,
-            onChange: (next) => {
-              const normalized = next ?? null;
-              setTenantId(normalized);
-              setValue(normalized);
-            },
-            includeEmptyOption: false,
-            className: "w-full h-9 rounded border px-2 text-sm"
-          }
-        )
+        component: () => /* @__PURE__ */ jsxs("div", { children: [
+          /* @__PURE__ */ jsx("p", { className: "text-sm", children: tenantName ?? "\u2014" }),
+          /* @__PURE__ */ jsx("p", { className: "mt-1 text-xs text-muted-foreground", children: t("directory.organizations.form.field.tenantReadonlyDescription", "Tenant cannot be changed for an existing organization.") })
+        ] })
       }
     ] : [],
     { id: "name", label: t("directory.organizations.form.field.name", "Name"), type: "text", required: true },
@@ -215,7 +206,7 @@ function EditOrganizationPage({ params }) {
       }
     },
     { id: "isActive", label: t("directory.organizations.form.field.isActive", "Active"), type: "checkbox" }
-  ], [actorIsSuperAdmin, childSummary, parentTree, t, tenantId]);
+  ], [actorIsSuperAdmin, childSummary, parentTree, t, tenantId, tenantName]);
   const detailFields = React.useMemo(() => actorIsSuperAdmin ? ["tenantId", "name", "slug", "parentId", "childrenInfo", "isActive"] : ["name", "slug", "parentId", "childrenInfo", "isActive"], [actorIsSuperAdmin]);
   const groups = React.useMemo(() => [
     { id: "details", title: t("directory.organizations.form.group.details", "Details"), column: 1, fields: detailFields },

package/dist/modules/directory/backend/directory/organizations/[id]/edit/page.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../../src/modules/directory/backend/directory/organizations/%5Bid%5D/edit/page.tsx"],
-  "sourcesContent": ["\"use client\"\nimport * as React from 'react'\nimport { usePathname } from 'next/navigation'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { extractCustomFieldEntries } from '@open-mercato/shared/lib/crud/custom-fields-client'\nimport { E } from '#generated/entities.ids.generated'\nimport { OrganizationSelect } from '@open-mercato/core/modules/directory/components/OrganizationSelect'\nimport { TenantSelect } from '@open-mercato/core/modules/directory/components/TenantSelect'\nimport {\n  buildOrganizationTreeOptions,\n  type OrganizationTreeNode,\n  type OrganizationTreeOption,\n} from '@open-mercato/core/modules/directory/lib/tree'\nimport { Page, PageBody } from '@open-mercato/ui/backend/Page'\nimport { CrudForm, type CrudField, type CrudFormGroup } from '@open-mercato/ui/backend/CrudForm'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { deleteCrud, updateCrud } from '@open-mercato/ui/backend/utils/crud'\nimport { collectCustomFieldValues } from '@open-mercato/ui/backend/utils/customFieldValues'\nimport { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'\nimport { ErrorMessage, RecordNotFoundState } from '@open-mercato/ui/backend/detail'\nimport { buildRecordInjectionContext, useSetCurrentRecordInjectionContext } from '@open-mercato/ui/backend/injection/recordContext'\n\ntype TreeResponse = {\n  items: OrganizationTreeNode[]\n}\n\ntype OrganizationResponse = {\n  items: Array<{\n    id: string\n    name: string\n    slug?: string | null\n    tenantId: string\n    tenantName?: string | null\n    parentId: string | null\n    childIds: string[]\n    ancestorIds: string[]\n    descendantIds: string[]\n    isActive: boolean\n    pathLabel: string\n    updatedAt?: string | null\n    updated_at?: string | null\n  } & Record<string, unknown>>\n}\n\nconst TREE_STEP = 16\nconst TREE_PADDING = 12\n\nexport default function EditOrganizationPage({ params }: { params?: { id?: string } }) {\n  const orgId = params?.id\n  const t = useT()\n  const pathname = usePathname()\n  const [initialValues, setInitialValues] = React.useState<Record<string, unknown> | null>(null)\n  const [pathLabel, setPathLabel] = React.useState<string>('')\n  const [tenantId, setTenantId] = React.useState<string | null>(null)\n  const [loading, setLoading] = React.useState(true)\n  const [error, setError] = React.useState<string | null>(null)\n  const [isNotFound, setIsNotFound] = React.useState(false)\n  const [parentTree, setParentTree] = React.useState<OrganizationTreeNode[]>([])\n  const [childSummary, setChildSummary] = React.useState<OrganizationTreeOption[]>([])\n  const [originalChildIds, setOriginalChildIds] = React.useState<string[]>([])\n  const [actorIsSuperAdmin, setActorIsSuperAdmin] = React.useState(false)\n  const skipTenantEffectRef = React.useRef(true)\n\n  React.useEffect(() => {\n    let cancelled = false\n    async function loadActor() {\n      try {\n        const { ok, result } = await apiCall<{ isSuperAdmin?: boolean }>('/api/auth/roles?page=1&pageSize=1')\n        if (!cancelled && ok) setActorIsSuperAdmin(Boolean(result?.isSuperAdmin))\n      } catch {\n        if (!cancelled) setActorIsSuperAdmin(false)\n      }\n    }\n    loadActor()\n    return () => { cancelled = true }\n  }, [])\n\n  const markSelectable = React.useCallback((nodes: OrganizationTreeNode[], excluded: Set<string>): OrganizationTreeNode[] => (\n    nodes.map((node) => ({\n      ...node,\n      selectable: !excluded.has(node.id),\n      children: Array.isArray(node.children) ? markSelectable(node.children, excluded) : [],\n    }))\n  ), [])\n\n  const loadParentTree = React.useCallback(async (\n    targetTenantId: string | null,\n    excludedIds: Iterable<string>,\n  ): Promise<OrganizationTreeNode[]> => {\n    const treeParams = new URLSearchParams({ view: 'tree', includeInactive: 'true' })\n    if (targetTenantId) treeParams.set('tenantId', targetTenantId)\n    if (orgId) treeParams.set('ids', orgId)\n    try {\n      const { ok, result } = await apiCall<TreeResponse>(`/api/directory/organizations?${treeParams.toString()}`)\n      if (!ok) {\n        setParentTree([])\n        return []\n      }\n      const baseTree = Array.isArray(result?.items) ? result.items ?? [] : []\n      const excludedSet = new Set<string>(excludedIds)\n      if (orgId) excludedSet.add(orgId)\n      setParentTree(markSelectable(baseTree, excludedSet))\n      return baseTree\n    } catch {\n      setParentTree([])\n      return []\n    }\n  }, [markSelectable, orgId])\n\n  React.useEffect(() => {\n    if (!orgId) return\n    const currentOrgId = orgId\n    let cancelled = false\n    async function load() {\n      setLoading(true)\n      setError(null)\n      setIsNotFound(false)\n      try {\n        const { ok, status, result } = await apiCall<OrganizationResponse>(\n          `/api/directory/organizations?view=manage&ids=${currentOrgId}&status=all&includeInactive=true&page=1&pageSize=1`,\n        )\n        if (!ok) {\n          if (status === 404) {\n            if (!cancelled) setIsNotFound(true)\n            return\n          }\n          throw new Error(t('directory.organizations.form.errors.load', 'Failed to load organization'))\n        }\n        const record = Array.isArray(result?.items) ? result.items?.[0] : undefined\n        if (!record) {\n          if (!cancelled) setIsNotFound(true)\n          return\n        }\n        const resolvedTenantId = record.tenantId || null\n        setTenantId(resolvedTenantId)\n        const baseTree = await loadParentTree(resolvedTenantId, record.descendantIds ?? [])\n        const fullTree = buildOrganizationTreeOptions(baseTree)\n        const nodeMap = new Map(fullTree.map((opt) => [opt.value, opt]))\n        const childrenDetails = record.childIds\n          .map((id) => nodeMap.get(id))\n          .filter((node): node is OrganizationTreeOption => !!node)\n        setChildSummary(childrenDetails)\n        setOriginalChildIds(Array.isArray(record.childIds) ? record.childIds : [])\n\n        const customValues = extractCustomFieldEntries(record as Record<string, unknown>)\n        setInitialValues({\n          id: record.id,\n          name: record.name,\n          slug: record.slug ?? '',\n          parentId: record.parentId || '',\n          isActive: record.isActive,\n          tenantId: resolvedTenantId,\n          updatedAt: typeof record.updatedAt === 'string'\n            ? record.updatedAt\n            : typeof record.updated_at === 'string'\n              ? record.updated_at\n              : null,\n          ...customValues,\n        })\n        setPathLabel(record.pathLabel)\n      } catch (err: unknown) {\n        if (!cancelled) {\n          const fallback = t('directory.organizations.form.errors.load', 'Failed to load organization')\n          const message = err instanceof Error && err.message ? err.message : fallback\n          setError(message)\n        }\n      } finally {\n        if (!cancelled) {\n          skipTenantEffectRef.current = false\n          setLoading(false)\n        }\n      }\n    }\n    load()\n    return () => { cancelled = true }\n  }, [loadParentTree, orgId, t])\n\n  React.useEffect(() => {\n    if (!actorIsSuperAdmin) return\n    if (skipTenantEffectRef.current) {\n      skipTenantEffectRef.current = false\n      return\n    }\n    if (!orgId) return\n    if (!tenantId) {\n      setParentTree([])\n      setChildSummary([])\n      setOriginalChildIds([])\n      return\n    }\n    void loadParentTree(tenantId, [])\n    setChildSummary([])\n    setOriginalChildIds([])\n  }, [actorIsSuperAdmin, loadParentTree, orgId, tenantId])\n\n  const fields = React.useMemo<CrudField[]>(() => [\n    ...(actorIsSuperAdmin ? [\n      {\n        id: 'tenantId',\n        label: t('directory.organizations.form.field.tenant', 'Tenant'),\n        type: 'custom',\n        component: ({ value, setValue }) => (\n          <TenantSelect\n            id=\"tenantId\"\n            value={typeof value === 'string' ? value : tenantId}\n            onChange={(next) => {\n              const normalized = next ?? null\n              setTenantId(normalized)\n              setValue(normalized)\n            }}\n            includeEmptyOption={false}\n            className=\"w-full h-9 rounded border px-2 text-sm\"\n          />\n        ),\n      } as CrudField,\n    ] : []),\n    { id: 'name', label: t('directory.organizations.form.field.name', 'Name'), type: 'text', required: true },\n    {\n      id: 'slug',\n      label: t('directory.organizations.form.field.slug', 'Slug'),\n      type: 'text',\n      description: t('directory.organizations.form.field.slug.description', 'URL-safe identifier used for the customer portal (lowercase letters, numbers, hyphens, underscores).'),\n    },\n    {\n      id: 'parentId',\n      label: t('directory.organizations.form.field.parent', 'Parent'),\n      type: 'custom',\n      component: ({ id, value, setValue }) => (\n        <OrganizationSelect\n          id={id}\n          value={value ? String(value) : null}\n          onChange={(next) => setValue(next ?? '')}\n          nodes={parentTree}\n          includeEmptyOption\n          emptyOptionLabel={t('directory.organizations.form.rootOption', '\u2014 Root level \u2014')}\n          className=\"w-full h-9 rounded border px-2 text-sm\"\n        />\n      ),\n    },\n    {\n      id: 'childrenInfo',\n      label: t('directory.organizations.form.field.children', 'Children'),\n      type: 'custom',\n      component: () => {\n        if (!childSummary.length) {\n          return <p className=\"text-xs text-muted-foreground\">{t('directory.organizations.form.children.empty', 'No direct children assigned.')}</p>\n        }\n        return (\n          <ul className=\"space-y-1 text-sm\">\n            {childSummary.map((child) => (\n              <li key={child.value} className=\"leading-none\">\n                <span style={{ paddingLeft: child.depth > 0 ? TREE_PADDING + (child.depth - 1) * TREE_STEP : 0 }}>\n                  {child.depth > 0 ? <span className=\"text-muted-foreground\">\u21B3 </span> : null}\n                  {child.name}\n                </span>\n              </li>\n            ))}\n          </ul>\n        )\n      },\n    },\n    { id: 'isActive', label: t('directory.organizations.form.field.isActive', 'Active'), type: 'checkbox' },\n  ], [actorIsSuperAdmin, childSummary, parentTree, t, tenantId])\n\n  const detailFields = React.useMemo(() => (\n    actorIsSuperAdmin\n      ? ['tenantId', 'name', 'slug', 'parentId', 'childrenInfo', 'isActive']\n      : ['name', 'slug', 'parentId', 'childrenInfo', 'isActive']\n  ), [actorIsSuperAdmin])\n\n  const groups: CrudFormGroup[] = React.useMemo(() => ([\n    { id: 'details', title: t('directory.organizations.form.group.details', 'Details'), column: 1, fields: detailFields },\n    { id: 'custom', title: t('directory.organizations.form.group.customFields', 'Custom Data'), column: 2, kind: 'customFields' },\n  ]), [detailFields, t])\n\n  // Publish page-load record context to the AppShell-owned `backend:record:current`\n  // mount so the enterprise record_locks widget resolves `directory.organization` + id\n  // explicitly. The resourceKind mirrors the CrudForm `versionHistory` so the held\n  // lock matches the save-time conflict surface for the same organization.\n  useSetCurrentRecordInjectionContext(\n    buildRecordInjectionContext({\n      resourceKind: 'directory.organization',\n      resourceId: orgId || null,\n      updatedAt: typeof initialValues?.updatedAt === 'string' ? initialValues.updatedAt : null,\n      data: initialValues,\n      path: pathname,\n    }),\n  )\n\n  if (!orgId) {\n    return (\n      <Page>\n        <PageBody>\n          <div className=\"rounded border border-destructive/40 bg-destructive/10 px-4 py-3 text-sm text-destructive\">\n            {t('directory.organizations.form.errors.missingId', 'Organization identifier is missing.')}\n          </div>\n        </PageBody>\n      </Page>\n    )\n  }\n\n  if (isNotFound) {\n    return (\n      <Page>\n        <PageBody>\n          <RecordNotFoundState\n            label={t('directory.organizations.form.errors.notFound', 'Organization not found')}\n            backHref=\"/backend/directory/organizations\"\n            backLabel={t('directory.organizations.form.actions.backToList', 'Back to organizations')}\n          />\n        </PageBody>\n      </Page>\n    )\n  }\n\n  if (error && !loading && !initialValues) {\n    return (\n      <Page>\n        <PageBody>\n          <ErrorMessage label={error} />\n        </PageBody>\n      </Page>\n    )\n  }\n\n  return (\n    <Page>\n      <PageBody>\n        <CrudForm\n          title={t('directory.organizations.form.title.edit', 'Edit Organization')}\n          backHref=\"/backend/directory/organizations\"\n          versionHistory={{ resourceKind: 'directory.organization', resourceId: orgId ? String(orgId) : '' }}\n          fields={fields}\n          groups={groups}\n          entityId={E.directory.organization}\n          initialValues={initialValues ?? { id: orgId, tenantId: tenantId ?? null, name: '', slug: '', parentId: '', isActive: true, childIds: [] }}\n          optimisticLockUpdatedAt={typeof initialValues?.updatedAt === 'string' ? initialValues.updatedAt : null}\n          isLoading={loading}\n          loadingMessage={t('directory.organizations.form.loading', 'Loading organization...')}\n          submitLabel={t('directory.organizations.form.action.save', 'Save')}\n          cancelHref=\"/backend/directory/organizations\"\n          successRedirect={`/backend/directory/organizations?flash=${encodeURIComponent(t('directory.organizations.flash.updated', 'Organization updated'))}&type=success`}\n          extraActions={pathLabel ? (\n            <span className=\"text-xs text-muted-foreground\">\n              {t('directory.organizations.form.pathLabel', { path: pathLabel })}\n            </span>\n          ) : null}\n          onSubmit={async (values) => {\n            await submitUpdateOrganization({\n              values: values as Record<string, unknown>,\n              orgId: orgId ?? '',\n              tenantId,\n              originalChildIds,\n              messages: {\n                orgIdRequired: t('directory.organizations.errors.orgIdRequired', 'Organization identifier is required'),\n              },\n            })\n          }}\n          onDelete={async () => {\n            await deleteCrud('directory/organizations', orgId ?? '', {\n              errorMessage: t('directory.organizations.errors.deleteFailed', 'Failed to delete organization'),\n            })\n          }}\n          deleteRedirect={`/backend/directory/organizations?flash=${encodeURIComponent(t('directory.organizations.flash.deleted', 'Organization deleted'))}&type=success`}\n        />\n      </PageBody>\n    </Page>\n  )\n}\n\ntype UpdateOrganizationPayload = {\n  id: string\n  name: string\n  slug?: string | null\n  isActive: boolean\n  parentId: string | null\n  childIds: string[]\n  tenantId?: string | null\n  customFields?: Record<string, unknown>\n}\n\ntype UpdateOrganizationRequest = (payload: UpdateOrganizationPayload) => Promise<void>\n\nconst defaultUpdateOrganizationRequest: UpdateOrganizationRequest = async (payload) => {\n  await updateCrud('directory/organizations', payload)\n}\n\nexport async function submitUpdateOrganization(options: {\n  values: Record<string, unknown>\n  orgId: string\n  tenantId: string | null\n  originalChildIds: string[]\n  updateOrganization?: UpdateOrganizationRequest\n  messages?: {\n    orgIdRequired?: string\n  }\n}): Promise<void> {\n  const {\n    values,\n    orgId,\n    tenantId,\n    originalChildIds,\n    updateOrganization = defaultUpdateOrganizationRequest,\n    messages,\n  } = options\n\n  const payloadId = typeof values.id === 'string' && values.id.length ? values.id : orgId\n  if (!payloadId) {\n    const message = messages?.orgIdRequired ?? 'Organization identifier is required'\n    throw createCrudFormError(message, { id: message })\n  }\n\n  const customFields = collectCustomFieldValues(values)\n\n  const submittedTenantId =\n    typeof values.tenantId === 'string' && values.tenantId.trim().length\n      ? values.tenantId.trim()\n      : tenantId\n\n  const payload: UpdateOrganizationPayload = {\n    id: payloadId,\n    name: typeof values.name === 'string' ? values.name : '',\n    isActive: values.isActive !== false,\n    parentId:\n      typeof values.parentId === 'string' && values.parentId.length\n        ? values.parentId\n        : null,\n    childIds: originalChildIds,\n  }\n\n  if (typeof values.slug === 'string') {\n    const trimmedSlug = values.slug.trim()\n    payload.slug = trimmedSlug.length ? trimmedSlug : null\n  }\n\n  if (submittedTenantId !== undefined && submittedTenantId !== null) {\n    payload.tenantId = submittedTenantId\n  }\n  if (Object.keys(customFields).length > 0) {\n    payload.customFields = customFields\n  }\n\n  await updateOrganization(payload)\n}\n"],
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+  "sourcesContent": ["\"use client\"\nimport * as React from 'react'\nimport { usePathname } from 'next/navigation'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { extractCustomFieldEntries } from '@open-mercato/shared/lib/crud/custom-fields-client'\nimport { E } from '#generated/entities.ids.generated'\nimport { OrganizationSelect } from '@open-mercato/core/modules/directory/components/OrganizationSelect'\nimport {\n  buildOrganizationTreeOptions,\n  type OrganizationTreeNode,\n  type OrganizationTreeOption,\n} from '@open-mercato/core/modules/directory/lib/tree'\nimport { Page, PageBody } from '@open-mercato/ui/backend/Page'\nimport { CrudForm, type CrudField, type CrudFormGroup } from '@open-mercato/ui/backend/CrudForm'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { deleteCrud, updateCrud } from '@open-mercato/ui/backend/utils/crud'\nimport { collectCustomFieldValues } from '@open-mercato/ui/backend/utils/customFieldValues'\nimport { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'\nimport { ErrorMessage, RecordNotFoundState } from '@open-mercato/ui/backend/detail'\nimport { buildRecordInjectionContext, useSetCurrentRecordInjectionContext } from '@open-mercato/ui/backend/injection/recordContext'\n\ntype TreeResponse = {\n  items: OrganizationTreeNode[]\n}\n\ntype OrganizationResponse = {\n  items: Array<{\n    id: string\n    name: string\n    slug?: string | null\n    tenantId: string\n    tenantName?: string | null\n    parentId: string | null\n    childIds: string[]\n    ancestorIds: string[]\n    descendantIds: string[]\n    isActive: boolean\n    pathLabel: string\n    updatedAt?: string | null\n    updated_at?: string | null\n  } & Record<string, unknown>>\n}\n\nconst TREE_STEP = 16\nconst TREE_PADDING = 12\n\nexport default function EditOrganizationPage({ params }: { params?: { id?: string } }) {\n  const orgId = params?.id\n  const t = useT()\n  const pathname = usePathname()\n  const [initialValues, setInitialValues] = React.useState<Record<string, unknown> | null>(null)\n  const [pathLabel, setPathLabel] = React.useState<string>('')\n  const [tenantId, setTenantId] = React.useState<string | null>(null)\n  const [tenantName, setTenantName] = React.useState<string | null>(null)\n  const [loading, setLoading] = React.useState(true)\n  const [error, setError] = React.useState<string | null>(null)\n  const [isNotFound, setIsNotFound] = React.useState(false)\n  const [parentTree, setParentTree] = React.useState<OrganizationTreeNode[]>([])\n  const [childSummary, setChildSummary] = React.useState<OrganizationTreeOption[]>([])\n  const [originalChildIds, setOriginalChildIds] = React.useState<string[]>([])\n  const [actorIsSuperAdmin, setActorIsSuperAdmin] = React.useState(false)\n  const skipTenantEffectRef = React.useRef(true)\n\n  React.useEffect(() => {\n    let cancelled = false\n    async function loadActor() {\n      try {\n        const { ok, result } = await apiCall<{ isSuperAdmin?: boolean }>('/api/auth/roles?page=1&pageSize=1')\n        if (!cancelled && ok) setActorIsSuperAdmin(Boolean(result?.isSuperAdmin))\n      } catch {\n        if (!cancelled) setActorIsSuperAdmin(false)\n      }\n    }\n    loadActor()\n    return () => { cancelled = true }\n  }, [])\n\n  const markSelectable = React.useCallback((nodes: OrganizationTreeNode[], excluded: Set<string>): OrganizationTreeNode[] => (\n    nodes.map((node) => ({\n      ...node,\n      selectable: !excluded.has(node.id),\n      children: Array.isArray(node.children) ? markSelectable(node.children, excluded) : [],\n    }))\n  ), [])\n\n  const loadParentTree = React.useCallback(async (\n    targetTenantId: string | null,\n    excludedIds: Iterable<string>,\n  ): Promise<OrganizationTreeNode[]> => {\n    const treeParams = new URLSearchParams({ view: 'tree', includeInactive: 'true' })\n    if (targetTenantId) treeParams.set('tenantId', targetTenantId)\n    if (orgId) treeParams.set('ids', orgId)\n    try {\n      const { ok, result } = await apiCall<TreeResponse>(`/api/directory/organizations?${treeParams.toString()}`)\n      if (!ok) {\n        setParentTree([])\n        return []\n      }\n      const baseTree = Array.isArray(result?.items) ? result.items ?? [] : []\n      const excludedSet = new Set<string>(excludedIds)\n      if (orgId) excludedSet.add(orgId)\n      setParentTree(markSelectable(baseTree, excludedSet))\n      return baseTree\n    } catch {\n      setParentTree([])\n      return []\n    }\n  }, [markSelectable, orgId])\n\n  React.useEffect(() => {\n    if (!orgId) return\n    const currentOrgId = orgId\n    let cancelled = false\n    async function load() {\n      setLoading(true)\n      setError(null)\n      setIsNotFound(false)\n      try {\n        const { ok, status, result } = await apiCall<OrganizationResponse>(\n          `/api/directory/organizations?view=manage&ids=${currentOrgId}&status=all&includeInactive=true&page=1&pageSize=1`,\n        )\n        if (!ok) {\n          if (status === 404) {\n            if (!cancelled) setIsNotFound(true)\n            return\n          }\n          throw new Error(t('directory.organizations.form.errors.load', 'Failed to load organization'))\n        }\n        const record = Array.isArray(result?.items) ? result.items?.[0] : undefined\n        if (!record) {\n          if (!cancelled) setIsNotFound(true)\n          return\n        }\n        const resolvedTenantId = record.tenantId || null\n        setTenantId(resolvedTenantId)\n        setTenantName(record.tenantName ?? null)\n        const baseTree = await loadParentTree(resolvedTenantId, record.descendantIds ?? 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'',\n          parentId: record.parentId || '',\n          isActive: record.isActive,\n          tenantId: resolvedTenantId,\n          updatedAt: typeof record.updatedAt === 'string'\n            ? record.updatedAt\n            : typeof record.updated_at === 'string'\n              ? record.updated_at\n              : null,\n          ...customValues,\n        })\n        setPathLabel(record.pathLabel)\n      } catch (err: unknown) {\n        if (!cancelled) {\n          const fallback = t('directory.organizations.form.errors.load', 'Failed to load organization')\n          const message = err instanceof Error && err.message ? err.message : fallback\n          setError(message)\n        }\n      } finally {\n        if (!cancelled) {\n          skipTenantEffectRef.current = false\n          setLoading(false)\n        }\n      }\n    }\n    load()\n    return () => { cancelled = true }\n  }, [loadParentTree, orgId, t])\n\n  React.useEffect(() => {\n    if (!actorIsSuperAdmin) return\n    if (skipTenantEffectRef.current) {\n      skipTenantEffectRef.current = false\n      return\n    }\n    if (!orgId) return\n    if (!tenantId) {\n      setParentTree([])\n      setChildSummary([])\n      setOriginalChildIds([])\n      return\n    }\n    void loadParentTree(tenantId, [])\n    setChildSummary([])\n    setOriginalChildIds([])\n  }, [actorIsSuperAdmin, loadParentTree, orgId, tenantId])\n\n  const fields = React.useMemo<CrudField[]>(() => [\n    ...(actorIsSuperAdmin ? [\n      {\n        id: 'tenantId',\n        label: t('directory.organizations.form.field.tenant', 'Tenant'),\n        type: 'custom',\n        component: () => (\n          <div>\n            <p className=\"text-sm\">{tenantName ?? '\u2014'}</p>\n            <p className=\"mt-1 text-xs text-muted-foreground\">\n              {t('directory.organizations.form.field.tenantReadonlyDescription', 'Tenant cannot be changed for an existing organization.')}\n            </p>\n          </div>\n        ),\n      } as CrudField,\n    ] : []),\n    { id: 'name', label: t('directory.organizations.form.field.name', 'Name'), type: 'text', required: true },\n    {\n      id: 'slug',\n      label: t('directory.organizations.form.field.slug', 'Slug'),\n      type: 'text',\n      description: t('directory.organizations.form.field.slug.description', 'URL-safe identifier used for the customer portal (lowercase letters, numbers, hyphens, underscores).'),\n    },\n    {\n      id: 'parentId',\n      label: t('directory.organizations.form.field.parent', 'Parent'),\n      type: 'custom',\n      component: ({ id, value, setValue }) => (\n        <OrganizationSelect\n          id={id}\n          value={value ? String(value) : null}\n          onChange={(next) => setValue(next ?? '')}\n          nodes={parentTree}\n          includeEmptyOption\n          emptyOptionLabel={t('directory.organizations.form.rootOption', '\u2014 Root level \u2014')}\n          className=\"w-full h-9 rounded border px-2 text-sm\"\n        />\n      ),\n    },\n    {\n      id: 'childrenInfo',\n      label: t('directory.organizations.form.field.children', 'Children'),\n      type: 'custom',\n      component: () => {\n        if (!childSummary.length) {\n          return <p className=\"text-xs text-muted-foreground\">{t('directory.organizations.form.children.empty', 'No direct children assigned.')}</p>\n        }\n        return (\n          <ul className=\"space-y-1 text-sm\">\n            {childSummary.map((child) => (\n              <li key={child.value} className=\"leading-none\">\n                <span style={{ paddingLeft: child.depth > 0 ? TREE_PADDING + (child.depth - 1) * TREE_STEP : 0 }}>\n                  {child.depth > 0 ? <span className=\"text-muted-foreground\">\u21B3 </span> : null}\n                  {child.name}\n                </span>\n              </li>\n            ))}\n          </ul>\n        )\n      },\n    },\n    { id: 'isActive', label: t('directory.organizations.form.field.isActive', 'Active'), type: 'checkbox' },\n  ], [actorIsSuperAdmin, childSummary, parentTree, t, tenantId, tenantName])\n\n  const detailFields = React.useMemo(() => (\n    actorIsSuperAdmin\n      ? ['tenantId', 'name', 'slug', 'parentId', 'childrenInfo', 'isActive']\n      : ['name', 'slug', 'parentId', 'childrenInfo', 'isActive']\n  ), [actorIsSuperAdmin])\n\n  const groups: CrudFormGroup[] = React.useMemo(() => ([\n    { id: 'details', title: t('directory.organizations.form.group.details', 'Details'), column: 1, fields: detailFields },\n    { id: 'custom', title: t('directory.organizations.form.group.customFields', 'Custom Data'), column: 2, kind: 'customFields' },\n  ]), [detailFields, t])\n\n  // Publish page-load record context to the AppShell-owned `backend:record:current`\n  // mount so the enterprise record_locks widget resolves `directory.organization` + id\n  // explicitly. The resourceKind mirrors the CrudForm `versionHistory` so the held\n  // lock matches the save-time conflict surface for the same organization.\n  useSetCurrentRecordInjectionContext(\n    buildRecordInjectionContext({\n      resourceKind: 'directory.organization',\n      resourceId: orgId || null,\n      updatedAt: typeof initialValues?.updatedAt === 'string' ? initialValues.updatedAt : null,\n      data: initialValues,\n      path: pathname,\n    }),\n  )\n\n  if (!orgId) {\n    return (\n      <Page>\n        <PageBody>\n          <div className=\"rounded border border-destructive/40 bg-destructive/10 px-4 py-3 text-sm text-destructive\">\n            {t('directory.organizations.form.errors.missingId', 'Organization identifier is missing.')}\n          </div>\n        </PageBody>\n      </Page>\n    )\n  }\n\n  if (isNotFound) {\n    return (\n      <Page>\n        <PageBody>\n          <RecordNotFoundState\n            label={t('directory.organizations.form.errors.notFound', 'Organization not found')}\n            backHref=\"/backend/directory/organizations\"\n            backLabel={t('directory.organizations.form.actions.backToList', 'Back to organizations')}\n          />\n        </PageBody>\n      </Page>\n    )\n  }\n\n  if (error && !loading && !initialValues) {\n    return (\n      <Page>\n        <PageBody>\n          <ErrorMessage label={error} />\n        </PageBody>\n      </Page>\n    )\n  }\n\n  return (\n    <Page>\n      <PageBody>\n        <CrudForm\n          title={t('directory.organizations.form.title.edit', 'Edit Organization')}\n          backHref=\"/backend/directory/organizations\"\n          versionHistory={{ resourceKind: 'directory.organization', resourceId: orgId ? String(orgId) : '' }}\n          fields={fields}\n          groups={groups}\n          entityId={E.directory.organization}\n          initialValues={initialValues ?? { id: orgId, tenantId: tenantId ?? null, name: '', slug: '', parentId: '', isActive: true, childIds: [] }}\n          optimisticLockUpdatedAt={typeof initialValues?.updatedAt === 'string' ? initialValues.updatedAt : null}\n          isLoading={loading}\n          loadingMessage={t('directory.organizations.form.loading', 'Loading organization...')}\n          submitLabel={t('directory.organizations.form.action.save', 'Save')}\n          cancelHref=\"/backend/directory/organizations\"\n          successRedirect={`/backend/directory/organizations?flash=${encodeURIComponent(t('directory.organizations.flash.updated', 'Organization updated'))}&type=success`}\n          extraActions={pathLabel ? (\n            <span className=\"text-xs text-muted-foreground\">\n              {t('directory.organizations.form.pathLabel', { path: pathLabel })}\n            </span>\n          ) : null}\n          onSubmit={async (values) => {\n            await submitUpdateOrganization({\n              values: values as Record<string, unknown>,\n              orgId: orgId ?? '',\n              tenantId,\n              originalChildIds,\n              messages: {\n                orgIdRequired: t('directory.organizations.errors.orgIdRequired', 'Organization identifier is required'),\n              },\n            })\n          }}\n          onDelete={async () => {\n            await deleteCrud('directory/organizations', orgId ?? '', {\n              errorMessage: t('directory.organizations.errors.deleteFailed', 'Failed to delete organization'),\n            })\n          }}\n          deleteRedirect={`/backend/directory/organizations?flash=${encodeURIComponent(t('directory.organizations.flash.deleted', 'Organization deleted'))}&type=success`}\n        />\n      </PageBody>\n    </Page>\n  )\n}\n\ntype UpdateOrganizationPayload = {\n  id: string\n  name: string\n  slug?: string | null\n  isActive: boolean\n  parentId: string | null\n  childIds: string[]\n  tenantId?: string | null\n  customFields?: Record<string, unknown>\n}\n\ntype UpdateOrganizationRequest = (payload: UpdateOrganizationPayload) => Promise<void>\n\nconst defaultUpdateOrganizationRequest: UpdateOrganizationRequest = async (payload) => {\n  await updateCrud('directory/organizations', payload)\n}\n\nexport async function submitUpdateOrganization(options: {\n  values: Record<string, unknown>\n  orgId: string\n  tenantId: string | null\n  originalChildIds: string[]\n  updateOrganization?: UpdateOrganizationRequest\n  messages?: {\n    orgIdRequired?: string\n  }\n}): Promise<void> {\n  const {\n    values,\n    orgId,\n    tenantId,\n    originalChildIds,\n    updateOrganization = defaultUpdateOrganizationRequest,\n    messages,\n  } = options\n\n  const payloadId = typeof values.id === 'string' && values.id.length ? values.id : orgId\n  if (!payloadId) {\n    const message = messages?.orgIdRequired ?? 'Organization identifier is required'\n    throw createCrudFormError(message, { id: message })\n  }\n\n  const customFields = collectCustomFieldValues(values)\n\n  const submittedTenantId =\n    typeof values.tenantId === 'string' && values.tenantId.trim().length\n      ? values.tenantId.trim()\n      : tenantId\n\n  const payload: UpdateOrganizationPayload = {\n    id: payloadId,\n    name: typeof values.name === 'string' ? values.name : '',\n    isActive: values.isActive !== false,\n    parentId:\n      typeof values.parentId === 'string' && values.parentId.length\n        ? values.parentId\n        : null,\n    childIds: originalChildIds,\n  }\n\n  if (typeof values.slug === 'string') {\n    const trimmedSlug = values.slug.trim()\n    payload.slug = trimmedSlug.length ? trimmedSlug : null\n  }\n\n  if (submittedTenantId !== undefined && submittedTenantId !== null) {\n    payload.tenantId = submittedTenantId\n  }\n  if (Object.keys(customFields).length > 0) {\n    payload.customFields = customFields\n  }\n\n  await updateOrganization(payload)\n}\n"],
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   "names": []
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.6.7-develop.6766.1.40c9011995",
+  "version": "0.6.7-develop.6770.1.b52298cf20",
   "license": "MIT",
   "type": "module",
   "main": "./dist/index.js",
@@ -254,16 +254,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.6.7-develop.6766.1.40c9011995",
-    "@open-mercato/shared": "0.6.7-develop.6766.1.40c9011995",
-    "@open-mercato/ui": "0.6.7-develop.6766.1.40c9011995",
+    "@open-mercato/ai-assistant": "0.6.7-develop.6770.1.b52298cf20",
+    "@open-mercato/shared": "0.6.7-develop.6770.1.b52298cf20",
+    "@open-mercato/ui": "0.6.7-develop.6770.1.b52298cf20",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.6.7-develop.6766.1.40c9011995",
-    "@open-mercato/shared": "0.6.7-develop.6766.1.40c9011995",
-    "@open-mercato/ui": "0.6.7-develop.6766.1.40c9011995",
+    "@open-mercato/ai-assistant": "0.6.7-develop.6770.1.b52298cf20",
+    "@open-mercato/shared": "0.6.7-develop.6770.1.b52298cf20",
+    "@open-mercato/ui": "0.6.7-develop.6770.1.b52298cf20",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.1",

package/src/modules/auth/frontend/login.tsx

@@ -15,6 +15,7 @@ import { useT } from '@open-mercato/shared/lib/i18n/context'
 import { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'
 import { clearAllOperations } from '@open-mercato/ui/backend/operations/store'
 import { notifyAuthIdentityChange } from '@open-mercato/ui/backend/AuthSessionGuard'
+import { clearAllPerspectiveState } from '@open-mercato/ui/backend/DataTable'
 import { apiCall } from '@open-mercato/ui/backend/utils/apiCall'
 import { X } from 'lucide-react'
 import { Alert, AlertDescription } from '@open-mercato/ui/primitives/alert'
@@ -264,6 +265,7 @@ export default function LoginPage() {
       const res = await fetch('/api/auth/login', { method: 'POST', body: form })
       if (res.redirected) {
         clearAllOperations()
+        clearAllPerspectiveState()
         notifyAuthIdentityChange()
         // NextResponse.redirect from API
         router.replace(res.url)
@@ -318,6 +320,7 @@ export default function LoginPage() {
       const data = await res.json().catch(() => null) as LoginResponseEventDetail
       emitLoginResponseEvent(data)
       clearAllOperations()
+      clearAllPerspectiveState()
       notifyAuthIdentityChange()
       if (data && typeof data.redirect === 'string' && data.redirect.length > 0) {
         router.replace(data.redirect)

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

@@ -1,15 +1,14 @@
 import { NextResponse } from 'next/server'
 import { z } from 'zod'
 import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'
-import type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'
 import { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'
 import { createRequestContainer } from '@open-mercato/shared/lib/di/container'
 import { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'
 import type { ExchangeRateService, RateResult } from '@open-mercato/core/modules/currencies/services/exchangeRateService'
 import type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'
-import { fetchStuckDealIds } from '../../../lib/stuckDeals'
 import { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'
 import { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'
+import { loadDealsSummaryQueryRows } from '../../../lib/dealsSummaryQueries'
 import {
   computeDelta,
   convertSumsToBase,
@@ -27,7 +26,6 @@ export const metadata = {
   GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },
 }
 
-const OPEN_STATUSES = ['open', 'in_progress'] as const
 const TRAILING_MONTHS = 6
 const TOP_OWNERS = 5
 
@@ -108,40 +106,6 @@ export const openApi: OpenApiRouteDoc = {
   },
 }
 
-type OpenPipelineRow = {
-  stage: string | null
-  currency: string | null
-  total: string | number | null
-  count: string | number
-  owner_user_id: string | null
-}
-
-type WindowSumRow = {
-  currency: string | null
-  current_total: string | number | null
-  current_count: string | number
-  previous_total: string | number | null
-  previous_count: string | number
-}
-
-type WinLossRow = {
-  current_won: string | number
-  current_lost: string | number
-  previous_won: string | number
-  previous_lost: string | number
-}
-
-type WinRateMonthRow = {
-  period: string
-  won: string | number
-  lost: string | number
-}
-
-type OwnerCountRow = {
-  owner_user_id: string | null
-  count: string | number
-}
-
 function toNumber(value: string | number | null | undefined): number {
   const parsed = Number(value ?? 0)
   return Number.isFinite(parsed) ? parsed : 0
@@ -185,133 +149,21 @@ export async function GET(req: Request) {
   const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS)
   const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start
 
-  const connection = em.getConnection()
-
   const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
     container,
     effectiveTenantId,
     orgFilterIds[0],
   )
 
-  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')
-  const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`
-  const scopeValues: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]
-  const openPlaceholders = OPEN_STATUSES.map(() => '?').join(',')
-
-  // 1) Open pipeline: per (stage, currency) sums + open-deal owner per row, so we can
-  //    derive pipeline value (per stage + converted total) and the open owner set in one pass.
-  const openRows: OpenPipelineRow[] = await connection.execute<OpenPipelineRow[]>(
-    `SELECT
-        pipeline_stage AS stage,
-        UPPER(COALESCE(value_currency, '')) AS currency,
-        COALESCE(SUM(value_amount), 0) AS total,
-        COUNT(*) AS count,
-        owner_user_id
-      FROM customer_deals
-      WHERE ${scopeWhere} AND status IN (${openPlaceholders})
-      GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,
-    [...scopeValues, ...OPEN_STATUSES],
-  )
-
-  // 2) Open-deal value created in the current vs previous quarter (pipeline inflow delta).
-  const inflowRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(
-    `SELECT
-        UPPER(COALESCE(value_currency, '')) AS currency,
-        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,
-        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,
-        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,
-        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count
-      FROM customer_deals
-      WHERE ${scopeWhere} AND status IN (${openPlaceholders})
-      GROUP BY UPPER(COALESCE(value_currency, ''))`,
-    [
-      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
-      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
-      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
-      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
-      ...scopeValues, ...OPEN_STATUSES,
-    ],
-  )
-
-  // 3) Won value per currency for the current vs previous quarter (updated_at in window).
-  const wonRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(
-    `SELECT
-        UPPER(COALESCE(value_currency, '')) AS currency,
-        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,
-        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,
-        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,
-        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count
-      FROM customer_deals
-      WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')
-      GROUP BY UPPER(COALESCE(value_currency, ''))`,
-    [
-      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
-      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
-      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
-      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
-      ...scopeValues,
-    ],
-  )
-
-  // 4) Win/lost counts for the current vs previous quarter (win rate + delta-pp).
-  const winLossRows: WinLossRow[] = await connection.execute<WinLossRow[]>(
-    `SELECT
-        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,
-        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,
-        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,
-        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost
-      FROM customer_deals
-      WHERE ${scopeWhere}`,
-    [
-      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
-      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),
-      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
-      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),
-      ...scopeValues,
-    ],
-  )
-
-  // 5) Win-rate series over the trailing months (won/lost grouped by updated_at month).
-  const seriesRows: WinRateMonthRow[] = await connection.execute<WinRateMonthRow[]>(
-    `SELECT
-        to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,
-        COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,
-        COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost
-      FROM customer_deals
-      WHERE ${scopeWhere} AND updated_at >= ?
-      GROUP BY 1`,
-    [...scopeValues, seriesStart.toISOString()],
-  )
-
-  // Overdue open deals (id set) + stuck deals (id set) → union count for "need attention".
-  const overdueRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(
-    `SELECT id FROM customer_deals
-      WHERE ${scopeWhere} AND status = 'open' AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
-    [...scopeValues],
-  )
-  // `fetchStuckDealIds` is single-org; run it for every org in scope so multi-org callers don't
-  // undercount stuck deals (the aggregates above already span every org in `orgFilterIds`).
-  const stuckIdLists = await Promise.all(
-    orgFilterIds.map((orgId) =>
-      fetchStuckDealIds(em as unknown as PgEntityManager, orgId, effectiveTenantId)),
-  )
-  const stuckIdSet = new Set<string>()
-  for (const list of stuckIdLists) for (const id of list) stuckIdSet.add(id)
-
-  // The stuck-deal query does not filter status, so a stuck id can be a won/lost/closed deal.
-  // "Need attention" is an active-deal metric — intersect with the open (OPEN_STATUSES) set so
-  // terminal deals never inflate the count.
-  let openStuckIds: string[] = []
-  if (stuckIdSet.size > 0) {
-    const stuckIdValues = Array.from(stuckIdSet)
-    const stuckPlaceholders = stuckIdValues.map(() => '?').join(',')
-    const openStuckRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(
-      `SELECT id FROM customer_deals
-        WHERE ${scopeWhere} AND status IN (${openPlaceholders}) AND id IN (${stuckPlaceholders})`,
-      [...scopeValues, ...OPEN_STATUSES, ...stuckIdValues],
-    )
-    openStuckIds = openStuckRows.map((row) => row.id)
-  }
+  const { openRows, inflowRows, wonRows, winLossRows, seriesRows, overdueRows, openStuckIds } =
+    await loadDealsSummaryQueryRows({
+      em,
+      tenantId: effectiveTenantId,
+      organizationIds: orgFilterIds,
+      currentQuarter,
+      previousQuarter,
+      seriesStart,
+    })
 
   const attentionIds = new Set<string>()
   for (const row of overdueRows) attentionIds.add(row.id)