@open-mercato/core 0.6.7 → 0.6.8-develop.6874.1.982d6097d8

package/src/modules/customers/api/deals/[id]/route.ts

@@ -56,6 +56,7 @@ type DealAssociation = {
   label: string
   subtitle: string | null
   kind: 'person' | 'company'
+  isPrimary?: boolean
 }
 
 function normalizePersonAssociation(entity: CustomerEntity): { label: string; subtitle: string | null } {
@@ -602,13 +603,19 @@ export async function GET(request: Request, context: { params?: Record<string, u
             )
           : [],
       ])
+      const primaryPersonIds = new Set(
+        personLinkRows
+          .filter((link) => link.isPrimary === true)
+          .map((link) => (typeof link.person === 'string' ? link.person : link.person?.id))
+          .filter((value): value is string => typeof value === 'string'),
+      )
       const previewPeopleMap = new Map(previewPeople.map((entity) => [entity.id, entity]))
       const previewCompaniesMap = new Map(previewCompanies.map((entity) => [entity.id, entity]))
       const people = linkedPersonIds.slice(0, 3).reduce<DealAssociation[]>((acc, personId) => {
         const entity = previewPeopleMap.get(personId) ?? null
         if (!entity || entity.deletedAt) return acc
         const { label, subtitle } = normalizePersonAssociation(entity)
-        acc.push({ id: entity.id, label, subtitle, kind: 'person' })
+        acc.push({ id: entity.id, label, subtitle, kind: 'person', isPrimary: primaryPersonIds.has(entity.id) })
         return acc
       }, [])
       const companies = linkedCompanyIds.slice(0, 3).reduce<DealAssociation[]>((acc, companyId) => {
@@ -654,7 +661,7 @@ export async function GET(request: Request, context: { params?: Record<string, u
       const entity = link.person as CustomerEntity | null
       if (!entity || entity.deletedAt) return acc
       const { label, subtitle } = normalizePersonAssociation(entity)
-      acc.push({ id: entity.id, label, subtitle, kind: 'person' })
+      acc.push({ id: entity.id, label, subtitle, kind: 'person', isPrimary: link.isPrimary === true })
       return acc
     }, [])
 
@@ -927,6 +934,7 @@ const dealDetailResponseSchema = z.object({
       label: z.string(),
       subtitle: z.string().nullable().optional(),
       kind: z.literal('person'),
+      isPrimary: z.boolean().optional(),
     }),
   ),
   companies: z.array(

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

@@ -6,6 +6,7 @@ import { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'
 import { createRequestContainer } from '@open-mercato/shared/lib/di/container'
 import { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'
 import { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'
+import { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'
 import type { ExchangeRateService } from '@open-mercato/core/modules/currencies/services/exchangeRateService'
 import { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'
 import { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'
@@ -181,11 +182,11 @@ export async function GET(req: Request) {
   // avoids the per-row decryption cost that would be paid by `findWithDecryption` for an
   // aggregate that never reads `title`/`description`. The search path still relies on
   // the token index above to find matching deals when encrypted columns are involved.
-  const baseCurrency = await em.getConnection().execute<Array<{ code: string }>>(
-    `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,
-    [effectiveTenantId, orgFilterIds[0]],
+  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
+    container,
+    effectiveTenantId,
+    orgFilterIds[0],
   )
-  const baseCurrencyCode = baseCurrency[0]?.code ?? null
 
   // Build WHERE clause shared between count + sum queries
   const orgPlaceholders = orgFilterIds.map(() => '?').join(',')

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

@@ -1,14 +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,
@@ -26,7 +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
 
@@ -107,40 +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
@@ -184,133 +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 baseCurrency: Array<{ code: string }> = await connection.execute<Array<{ code: string }>>(
-    `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,
-    [effectiveTenantId, orgFilterIds[0]],
-  )
-  const baseCurrencyCode = baseCurrency[0]?.code ?? null
-
-  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')
-  const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`
-  const scopeValues: 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],
+  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
+    container,
+    effectiveTenantId,
+    orgFilterIds[0],
   )
 
-  // 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)

package/src/modules/customers/api/people/[id]/companies/enriched/route.ts

@@ -25,6 +25,7 @@ import {
   filterActivePersonCompanyLinks,
   withActiveCustomerPersonCompanyLinkFilter,
 } from '../../../../../lib/personCompanyLinkTable'
+import { isOpenDealStatus, isWonDealStatus } from '../../../../../lib/dealStatus'
 import { createLogger } from '@open-mercato/shared/lib/logger'
 
 const logger = createLogger('customers')
@@ -280,13 +281,13 @@ export async function GET(req: Request, ctx: { params?: { id?: string } }) {
 
       const activeDeals = companyDealLinks
         .map((dcl) => dcl.deal as CustomerDeal)
-        .filter((deal) => deal.status !== 'win' && deal.status !== 'loose' && !deal.deletedAt)
+        .filter((deal) => isOpenDealStatus(deal.status) && !deal.deletedAt)
         .sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime())
       const activeDeal = activeDeals.length > 0 ? activeDeals[0] : null
 
       const wonDeals = companyDealLinks
         .map((dcl) => dcl.deal as CustomerDeal)
-        .filter((deal) => deal.status === 'win' && !deal.deletedAt)
+        .filter((deal) => isWonDealStatus(deal.status) && !deal.deletedAt)
       let clv: { amount: number; currency: string } | null = null
       if (wonDeals.length > 0) {
         const currencies = new Map<string, number>()

package/src/modules/customers/api/utils.ts

@@ -4,8 +4,7 @@ import { sql } from 'kysely'
 import type { CrudCtx } from '@open-mercato/shared/lib/crud/factory'
 import type { EntityId } from '@open-mercato/shared/modules/entities'
 import type { QueryCustomFieldSource, QueryJoinEdge, QueryEngine } from '@open-mercato/shared/lib/query/types'
-import { resolveSearchConfig } from '@open-mercato/shared/lib/search/config'
-import { tokenizeText } from '@open-mercato/shared/lib/search/tokenize'
+import { findEntityIdsBySearchTokensCompat, type SearchTokenDatabase } from '@open-mercato/shared/lib/search/tokenLookup'
 import { SortDir } from '@open-mercato/shared/lib/query/types'
 
 const { withScopedPayload, parseScopedCommandInput } = createScopedApiHelpers({
@@ -106,36 +105,18 @@ async function findSearchTokenEntityIds({
   fields,
   query,
 }: SearchTokenMatchInput): Promise<string[] | null> {
-  const trimmed = query.trim()
-  if (!trimmed) return null
-
-  const tokens = tokenizeText(trimmed, resolveSearchConfig())
-  if (!tokens.hashes.length) return []
-
   const em = ctx.container.resolve('em') as EntityManager
-  const db = em.getKysely<any>() as any
-  let searchQuery = db
-    .selectFrom('search_tokens')
-    .select('entity_id')
-    .where('entity_type', '=', entityType)
-    .where('field', 'in', fields)
-    .where('token_hash', 'in', tokens.hashes)
-    .groupBy('entity_id')
-    .having(sql<boolean>`count(distinct token_hash) >= ${tokens.hashes.length}`)
-
-  if (ctx.auth?.tenantId !== undefined) {
-    searchQuery = searchQuery.where(sql<boolean>`tenant_id is not distinct from ${ctx.auth?.tenantId ?? null}`)
-  }
-  if (ctx.selectedOrganizationId) {
-    searchQuery = searchQuery.where('organization_id', '=', ctx.selectedOrganizationId)
-  } else if (Array.isArray(ctx.organizationIds) && ctx.organizationIds.length > 0) {
-    searchQuery = searchQuery.where('organization_id', 'in', ctx.organizationIds)
-  }
-
-  const rows = await searchQuery.execute() as Array<{ entity_id?: unknown }>
-  return rows
-    .map((row) => (typeof row.entity_id === 'string' ? row.entity_id : null))
-    .filter((id): id is string => typeof id === 'string' && id.length > 0)
+  return findEntityIdsBySearchTokensCompat({
+    db: em.getKysely<SearchTokenDatabase>(),
+    entityType,
+    query,
+    fields,
+    scope: {
+      tenantId: ctx.auth?.tenantId !== undefined ? ctx.auth?.tenantId ?? null : undefined,
+      organizationId: ctx.selectedOrganizationId ?? undefined,
+      organizationIds: ctx.organizationIds,
+    },
+  })
 }
 
 async function mapScopedEntityIds({
@@ -299,10 +280,14 @@ export async function findMatchingEntityIdsWithQueryEngine({
   const qe = ctx.container.resolve('queryEngine') as QueryEngine
   const ids = new Set<string>()
   const pageSize = 100
+  const maxPages = 1000
   let page = 1
-  let total = 0
 
-  do {
+  // Short-page termination: `total` is a display value, not a loop bound. The previous
+  // `while (ids.size < total)` could spin forever — `ids` is a Set, so duplicate ids across
+  // pages keep its size permanently below an inflated `total`. Fail closed at the page
+  // ceiling: a partial id set fed into advanced filtering would silently drop matches.
+  for (;;) {
     const result = await qe.query(entityId, {
       fields: ['id'],
       filters,
@@ -315,16 +300,19 @@ export async function findMatchingEntityIdsWithQueryEngine({
       joins,
     })
 
-    total = result.total ?? 0
-    for (const item of result.items ?? []) {
+    const items = result.items ?? []
+    for (const item of items) {
       const id = item && typeof item === 'object' ? (item as Record<string, unknown>).id : null
       if (typeof id === 'string' && id.length > 0) {
         ids.add(id)
       }
     }
-    if (!result.items?.length) break
+    if (items.length < pageSize) break
+    if (page >= maxPages) {
+      throw new Error(`[internal] advanced-filter id resolution exceeded ${maxPages} pages; refusing to return a partial id set`)
+    }
     page += 1
-  } while (ids.size < total)
+  }
 
   return Array.from(ids)
 }

package/src/modules/customers/backend/customers/companies/[id]/page.tsx

@@ -1,6 +1,7 @@
 "use client"
 
 import * as React from 'react'
+import { extensionPoints } from '@open-mercato/core/modules/customers/extension-points'
 import Link from 'next/link'
 import { useRouter, useSearchParams } from 'next/navigation'
 import { Page, PageBody } from '@open-mercato/ui/backend/Page'
@@ -967,7 +968,7 @@ export default function CustomerCompanyDetailPage({ params }: { params?: { id?:
               <h2 className="text-sm font-semibold">{t('customers.companies.detail.sections.details', 'Company details')}</h2>
               <DetailFieldsSection fields={detailFields} />
               <InjectionSpot
-                spotId="customers.company.detail:details"
+                spotId={extensionPoints.hosts.companyLegacyDetails.spotId}
                 context={injectionContext}
                 data={data}
                 onDataChange={(next) => setData(next as CompanyOverview)}

package/src/modules/customers/backend/customers/companies/page.tsx

@@ -1,6 +1,7 @@
 "use client"
 
 import * as React from 'react'
+import { extensionPoints } from '@open-mercato/core/modules/customers/extension-points'
 import Link from 'next/link'
 import { usePathname, useRouter, useSearchParams } from 'next/navigation'
 import { Page, PageBody } from '@open-mercato/ui/backend/Page'
@@ -888,7 +889,7 @@ export default function CustomersCompaniesPage() {
           searchPlaceholder={t('customers.companies.list.searchPlaceholder')}
           entityIds={[E.customers.customer_entity, E.customers.customer_company_profile]}
           onRowClick={(row) => router.push(`/backend/customers/companies-v2/${row.id}`)}
-          perspective={{ tableId: 'customers.companies.list' }}
+          perspective={{ tableId: extensionPoints.hosts.companiesTable.tableId }}
           sortable
           manualSorting
           sorting={sorting}

package/src/modules/customers/backend/customers/companies-v2/[id]/page.tsx

@@ -1,6 +1,7 @@
 "use client"
 
 import * as React from 'react'
+import { extensionPoints } from '@open-mercato/core/modules/customers/extension-points'
 import Link from 'next/link'
 import { useRouter, useSearchParams, usePathname } from 'next/navigation'
 import { Page, PageBody } from '@open-mercato/ui/backend/Page'
@@ -69,6 +70,17 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
     return resolveLegacyTab(searchParams?.get('tab'))
   }, [searchParams])
   const [activeTab, setActiveTab] = React.useState<CompanyTabId>(initialTab)
+
+  const handleTabChange = React.useCallback(
+    (tab: CompanyTabId) => {
+      setActiveTab(tab)
+      if (!pathname) return
+      const nextParams = new URLSearchParams(searchParams?.toString() ?? '')
+      nextParams.set('tab', tab)
+      router.replace(`${pathname}?${nextParams.toString()}`, { scroll: false })
+    },
+    [pathname, router, searchParams],
+  )
   const [sectionAction, setSectionAction] = React.useState<SectionAction | null>(null)
   const { canViewDeals, isReady: isDealsAccessReady } = useDealsAccess()
 
@@ -471,8 +483,8 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
       <PageBody>
         <div className="space-y-4">
           {/* UMES header injection */}
-          <InjectionSpot spotId="detail:customers.company:header" context={injectionContext} data={data} />
-          <InjectionSpot spotId="detail:customers.company:status-badges" context={injectionContext} data={data} />
+          <InjectionSpot spotId={extensionPoints.hosts.companyHeader.spotId} context={injectionContext} data={data} />
+          <InjectionSpot spotId={extensionPoints.hosts.companyStatusBadges.spotId} context={injectionContext} data={data} />
 
           {/* Persistent company header */}
           <CompanyDetailHeader
@@ -500,7 +512,7 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
                 <CrudForm<CompanyEditFormValues>
                   embedded
                   trackDirtyWhenEmbedded
-                  injectionSpotId="crud-form:customers.company"
+                  injectionSpotId={extensionPoints.hosts.companyForm.spotId}
                   entityIds={[E.customers.customer_entity, E.customers.customer_company_profile]}
                   schema={formSchema}
                   fields={formFields}
@@ -519,7 +531,7 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
             zone2={
               <CompanyDetailTabs
                 activeTab={activeTab}
-                onTabChange={setActiveTab}
+                onTabChange={handleTabChange}
                 injectedTabs={injectedTabs.map((tab) => ({ id: tab.id, label: tab.label }))}
                 peopleCount={data.counts?.people ?? 0}
                 dealsCount={dealCount}
@@ -606,7 +618,7 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
           />
 
           {/* UMES footer injection */}
-          <InjectionSpot spotId="detail:customers.company:footer" context={injectionContext} data={data} />
+          <InjectionSpot spotId={extensionPoints.hosts.companyFooter.spotId} context={injectionContext} data={data} />
 
           {/* Schedule Activity Dialog */}
           <ScheduleActivityDialog

package/src/modules/customers/backend/customers/deals/[id]/hooks/types.ts

@@ -3,6 +3,7 @@ export type DealAssociation = {
   label: string
   subtitle: string | null
   kind: 'person' | 'company'
+  isPrimary?: boolean
 }
 
 export type PersonAssociationApiRecord = {

package/src/modules/customers/backend/customers/deals/[id]/page.tsx

@@ -1,6 +1,7 @@
 "use client"
 
 import * as React from 'react'
+import { extensionPoints } from '@open-mercato/core/modules/customers/extension-points'
 import Link from 'next/link'
 import { Building2, UserSearch, Users } from 'lucide-react'
 import { EmptyState } from '@open-mercato/ui/primitives/empty-state'
@@ -68,13 +69,6 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
   } = useScheduleDialog()
   const formWrapperRef = React.useRef<HTMLDivElement>(null)
 
-  const initialTab = React.useMemo(() => resolveLegacyTab(searchParams?.get('tab')), [searchParams])
-  const [activeTab, setActiveTab] = React.useState<DealTabId>(initialTab)
-
-  React.useEffect(() => {
-    setActiveTab(initialTab)
-  }, [initialTab])
-
   const currentDealId = data?.deal.id ?? id
   const { injectionContext, runMutationWithContext } = useDealMutationContext({
     currentDealId,
@@ -107,6 +101,17 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
     setData,
   })
 
+  const injectedTabIds = React.useMemo(() => injectedTabs.map((tab) => tab.id), [injectedTabs])
+  const initialTab = React.useMemo(
+    () => resolveLegacyTab(searchParams?.get('tab'), injectedTabIds),
+    [injectedTabIds, searchParams],
+  )
+  const [activeTab, setActiveTab] = React.useState<DealTabId>(initialTab)
+
+  React.useEffect(() => {
+    setActiveTab(initialTab)
+  }, [initialTab])
+
   const { searchPeoplePage, fetchPeopleByIds, searchCompaniesPage, fetchCompaniesByIds } = useDealAssociationLookups({
     excludeLinkedDealId: data?.deal.id ?? null,
   })
@@ -130,6 +135,7 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
           id: entry.id,
           label: entry.subtitle ? `${entry.label} · ${entry.subtitle}` : entry.label,
           kind: entry.kind,
+          isPrimary: entry.isPrimary === true,
         }))
       : []),
     [data],
@@ -140,7 +146,8 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
     setSelectedActivityEntityId((current) => {
       if (activityEntities.length === 1) return activityEntities[0].id
       if (current && activityEntities.some((entry) => entry.id === current)) return current
-      return null
+      const primary = activityEntities.find((entry) => entry.isPrimary)
+      return (primary ?? activityEntities[0])?.id ?? null
     })
   }, [activityEntities])
 
@@ -383,7 +390,7 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
         showAssociationsGroup={false}
         showVersionHistory={false}
         showCancelAction={false}
-        injectionSpotId="crud-form:customers.deal"
+        injectionSpotId={extensionPoints.hosts.dealForm.spotId}
         optimisticLockUpdatedAt={data.deal.updatedAt}
         onDirtyChange={setIsDirty}
         initialPipelineOptions={formPipelineOptions}
@@ -610,7 +617,7 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
     <Page>
       <PageBody>
         <div className="space-y-6">
-          <InjectionSpot spotId="detail:customers.deal:header" context={injectionContext} data={data} />
+          <InjectionSpot spotId={extensionPoints.hosts.dealHeader.spotId} context={injectionContext} data={data} />
 
           <DealDetailHeader
             deal={data.deal}
@@ -628,7 +635,7 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
             isSaving={isSaving}
           />
 
-          <InjectionSpot spotId="detail:customers.deal:status-badges" context={injectionContext} data={data} />
+          <InjectionSpot spotId={extensionPoints.hosts.dealStatusBadges.spotId} context={injectionContext} data={data} onDataChange={setData} />
 
           <PipelineStepper
             stages={data.pipelineStages}
@@ -663,7 +670,7 @@ export default function DealDetailPage({ params }: { params?: { id?: string } })
             />
           </DealDetailTabs>
 
-          <InjectionSpot spotId="detail:customers.deal:footer" context={injectionContext} data={data} />
+          <InjectionSpot spotId={extensionPoints.hosts.dealFooter.spotId} context={injectionContext} data={data} />
         </div>
 
         {ConfirmDialogElement}

package/src/modules/customers/backend/customers/deals/page.tsx

@@ -1,6 +1,7 @@
 "use client"
 
 import * as React from 'react'
+import { extensionPoints } from '@open-mercato/core/modules/customers/extension-points'
 import Link from 'next/link'
 import { usePathname, useRouter, useSearchParams } from 'next/navigation'
 import { useQueryClient } from '@tanstack/react-query'
@@ -1146,7 +1147,7 @@ export default function CustomersDealsPage() {
           }}
           exporter={exportConfig}
           entityId={E.customers.customer_deal}
-          perspective={{ tableId: 'customers.deals.list' }}
+          perspective={{ tableId: extensionPoints.hosts.dealsTable.tableId }}
           advancedFilter={{
             auto: true,
             value: filterPanel.tree,