@open-mercato/core 0.6.7 → 0.6.8-develop.6875.1.871a4afc94

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

@@ -90,6 +90,7 @@
   "customers.ai.actions.translate": "Przetłumacz",
   "customers.ai.comingSoon": "Wkrótce",
   "customers.ai.prefix": "AI:",
+  "customers.ai_assistant.agents.account.description": "Przeglądaj osoby, firmy, szanse i aktywności.",
   "customers.ai_assistant.agents.account.label": "Asystent CRM",
   "customers.ai_assistant.context.matchingDeals": "{count} transakcji w widoku",
   "customers.ai_assistant.context.matchingPeople": "Kontaktów w widoku: {count}",
@@ -104,31 +105,47 @@
   "customers.ai_assistant.popover.heading": "Asystenci AI",
   "customers.ai_assistant.sheet.composerPlaceholder": "Zapytaj o osoby, firmy, transakcje...",
   "customers.ai_assistant.sheet.description": "Asystent tylko do odczytu. Zadawaj pytania o osoby, firmy, transakcje i aktywności w zasięgu tej listy.",
+  "customers.ai_assistant.sheet.descriptionWithSelection": "Praca na {count} wybranych kontaktach. Pytaj o ich dane, szanse, firmy i aktywności.",
+  "customers.ai_assistant.sheet.descriptionWithSelectionCompanies": "Praca na {count} wybranych firmach. Pytaj o ich szanse, kontakty i aktywności.",
   "customers.ai_assistant.sheet.descriptionWithSelectionDeals": "Pracujesz na {count} zaznaczonych transakcjach. Zadawaj pytania o etap, wartość i daty zamknięcia.",
   "customers.ai_assistant.sheet.dock": "Przypnij z boku",
   "customers.ai_assistant.sheet.selectionPill": "Działam na {count} zaznaczonych",
   "customers.ai_assistant.sheet.title": "Asystent AI dla klientów",
+  "customers.ai_assistant.sheet.welcomeDescriptionAll": "Zapytaj mnie o cokolwiek dotyczącego Twoich klientów, firm i szans:",
+  "customers.ai_assistant.sheet.welcomeDescriptionAllCompanies": "Zapytaj mnie o cokolwiek dotyczącego Twoich firm, szans i aktywności:",
   "customers.ai_assistant.sheet.welcomeDescriptionAllDeals": "Zadaj pytanie o transakcje, pipeline lub daty zamknięcia:",
+  "customers.ai_assistant.sheet.welcomeDescriptionSelection": "Gotowe do przeglądu Twoich {count} wybranych kontaktów:",
+  "customers.ai_assistant.sheet.welcomeDescriptionSelectionCompanies": "Gotowe do przeglądu Twoich {count} wybranych firm:",
   "customers.ai_assistant.sheet.welcomeDescriptionSelectionDeals": "Możemy przejrzeć Twoje {count} zaznaczonych transakcji:",
   "customers.ai_assistant.sheet.welcomeTitle": "Asystent CRM",
   "customers.ai_assistant.suggestions.activityOverview": "Przegląd aktywności",
   "customers.ai_assistant.suggestions.atRiskSelectedDeals": "Zaznaczone transakcje zagrożone",
+  "customers.ai_assistant.suggestions.companiesActivityOverview": "Przegląd aktywności",
   "customers.ai_assistant.suggestions.companiesForSelectedDeals": "Firmy w zaznaczonych transakcjach",
+  "customers.ai_assistant.suggestions.companiesWithoutContacts": "Firmy bez kontaktów",
   "customers.ai_assistant.suggestions.dealsAtRisk": "Transakcje zagrożone poślizgiem",
   "customers.ai_assistant.suggestions.dealsClosingThisMonth": "Transakcje zamykające się w tym miesiącu",
+  "customers.ai_assistant.suggestions.dealsForSelectedCompanies": "Pokaż szanse dla wybranych firm",
   "customers.ai_assistant.suggestions.findCompanies": "Znajdź powiązane firmy",
   "customers.ai_assistant.suggestions.findDeals": "Pokaż szanse dla zaznaczonych osób",
+  "customers.ai_assistant.suggestions.peopleAtSelectedCompanies": "Wypisz osoby z wybranych firm",
   "customers.ai_assistant.suggestions.recentDeals": "Pokaż ostatnie szanse",
+  "customers.ai_assistant.suggestions.searchCompanies": "Wyszukaj firmę",
   "customers.ai_assistant.suggestions.searchDeals": "Wyszukaj transakcję",
   "customers.ai_assistant.suggestions.searchPeople": "Wyszukaj kontakt",
   "customers.ai_assistant.suggestions.summarizeSelected": "Podsumuj zaznaczone kontakty",
+  "customers.ai_assistant.suggestions.summarizeSelectedCompanies": "Podsumuj wybrane firmy",
   "customers.ai_assistant.suggestions.summarizeSelectedDeals": "Podsumuj zaznaczone transakcje",
   "customers.ai_assistant.suggestions.topCompanies": "Wypisz najważniejsze firmy",
+  "customers.ai_assistant.suggestions.topCompaniesByDeals": "Najlepsze firmy wg wartości szans",
   "customers.ai_assistant.suggestions.topDealsByValue": "Najlepsze transakcje wg wartości",
   "customers.ai_assistant.suggestions.totalOpenDealValue": "Łączna wartość otwartych transakcji",
   "customers.ai_assistant.trigger.ariaLabel": "Otwórz asystenta AI dla osób",
+  "customers.ai_assistant.trigger.ariaLabelCompanies": "Otwórz asystenta AI dla firm",
   "customers.ai_assistant.trigger.ariaLabelDeals": "Otwórz asystenta AI dla transakcji",
   "customers.ai_assistant.trigger.label": "AI",
+  "customers.ai_assistant.trigger.moreAgentsAriaLabel": "Wybierz asystenta AI",
+  "customers.assignableStaff.forbidden": "Brak wystarczających uprawnień do wczytania pracowników możliwych do przypisania.",
   "customers.assignableStaff.loadError": "Nie udało się załadować pracowników. Sprawdź uprawnienia i spróbuj ponownie.",
   "customers.audit.activities.create": "Utwórz aktywność",
   "customers.audit.activities.delete": "Usuń aktywność",
@@ -501,6 +518,7 @@
   "customers.companies.detail.billing.paymentTerms": "Termin płatności",
   "customers.companies.detail.copied": "Skopiowano do schowka",
   "customers.companies.detail.copy": "Kopiuj",
+  "customers.companies.detail.createdAt": "Utworzono {{date}}",
   "customers.companies.detail.currency.add": "Dodaj walutę",
   "customers.companies.detail.currency.addPrompt": "Podaj kod waluty.",
   "customers.companies.detail.currency.cancel": "Anuluj",
@@ -545,6 +563,7 @@
   "customers.companies.detail.emptyState.people.title": "Zbuduj zespół konta",
   "customers.companies.detail.emptyState.tasks.action": "Utwórz zadanie",
   "customers.companies.detail.emptyState.tasks.title": "Zaplanuj kolejne kroki",
+  "customers.companies.detail.entityType": "Firma",
   "customers.companies.detail.error.load": "Nie udało się załadować firmy.",
   "customers.companies.detail.error.notFound": "Nie znaleziono firmy.",
   "customers.companies.detail.fields.annualRevenue": "Roczne przychody",
@@ -747,6 +766,7 @@
   "customers.companies.list.bulkDelete.failedGroup": "Nie udało się usunąć {count} firm: {message}",
   "customers.companies.list.bulkDelete.operationLabel": "Usuń {count} firm",
   "customers.companies.list.bulkDelete.partial": "Usunięto {deleted} z {total} firm; {failed} nie powiodło się",
+  "customers.companies.list.bulkDelete.progressDescription": "Wybrano {count} firm do usunięcia",
   "customers.companies.list.bulkDelete.progressName": "Usuń zaznaczone firmy",
   "customers.companies.list.bulkDelete.success": "Usunięto {count} firm",
   "customers.companies.list.bulkDelete.title": "Usunąć {count} firm?",
@@ -885,10 +905,24 @@
   "customers.countries.it": "Włochy",
   "customers.countries.pl": "Polska",
   "customers.countries.us": "Stany Zjednoczone",
+  "customers.deal_analyzer.context.dealsInView": "{count} szans w widoku",
+  "customers.deal_analyzer.context.selectedDeals": "Wybrano {count} szans",
   "customers.deal_analyzer.dock.subtitle": "Transakcje",
+  "customers.deal_analyzer.sheet.composerPlaceholder": "Przeanalizuj zastane szanse, zaproponuj zmiany etapu...",
+  "customers.deal_analyzer.sheet.description": "Wieloetapowy analizator kondycji szans. Wskazuje zastane szanse i proponuje zmiany etapu do zatwierdzenia.",
+  "customers.deal_analyzer.sheet.descriptionWithSelection": "Analiza {count} wybranych szans pod kątem kondycji lejka i propozycji zmian etapu.",
   "customers.deal_analyzer.sheet.dock": "Zadokuj z boku",
+  "customers.deal_analyzer.sheet.selectionPill": "Działanie na {count} szansach",
   "customers.deal_analyzer.sheet.title": "Analizator transakcji",
+  "customers.deal_analyzer.sheet.welcomeDescriptionAll": "Przeanalizuj kondycję lejka sprzedaży i zaproponuj zmiany etapu:",
+  "customers.deal_analyzer.sheet.welcomeDescriptionSelection": "Gotowe do analizy Twoich {count} wybranych szans:",
   "customers.deal_analyzer.sheet.welcomeTitle": "Analizator transakcji",
+  "customers.deal_analyzer.suggestions.analyzeSelected": "Przeanalizuj wybrane szanse",
+  "customers.deal_analyzer.suggestions.analyzeStalledDeals": "Przeanalizuj zastane szanse",
+  "customers.deal_analyzer.suggestions.overviewByStage": "Przegląd kondycji szans",
+  "customers.deal_analyzer.suggestions.proposeStageMove": "Zaproponuj zmiany etapu dla wybranych szans",
+  "customers.deal_analyzer.suggestions.showAtRiskPipeline": "Pokaż zagrożony lejek",
+  "customers.deal_analyzer.trigger.ariaLabel": "Otwórz agenta AI do analizy szans",
   "customers.deals.create.associations.companiesPlaceholder": "Szukaj firm po nazwie lub domenie…",
   "customers.deals.create.associations.peoplePlaceholder": "Szukaj osób po nazwie lub e-mailu…",
   "customers.deals.create.back": "Powrót do szans sprzedaży",
@@ -973,7 +1007,10 @@
   "customers.deals.detail.highlights": "Kluczowe informacje",
   "customers.deals.detail.linkedEntities.clearAll": "Wyczyść",
   "customers.deals.detail.linkedEntities.clearVisible": "Wyczyść widoczne",
+  "customers.deals.detail.linkedEntities.confirmButton": "Powiąż {{entity}}",
+  "customers.deals.detail.linkedEntities.dialogSubtitle": "Powiąż istniejący rekord {{entity}} z tą szansą",
   "customers.deals.detail.linkedEntities.dialogTitle": "Zarządzaj powiązanymi — {{entity}}",
+  "customers.deals.detail.linkedEntities.dialogTitleShort": "Powiąż {{entity}}",
   "customers.deals.detail.linkedEntities.empty": "Brak powiązanych rekordów.",
   "customers.deals.detail.linkedEntities.loadMore": "Wczytaj więcej",
   "customers.deals.detail.linkedEntities.loading": "Ładowanie powiązanych rekordów…",
@@ -986,6 +1023,7 @@
   "customers.deals.detail.linkedEntities.searchAll": "Szukaj we wszystkich — {{entity}}…",
   "customers.deals.detail.linkedEntities.searchResults": "Wyniki wyszukiwania",
   "customers.deals.detail.linkedEntities.searching": "Wyszukiwanie…",
+  "customers.deals.detail.linkedEntities.sectionLabel": "PASUJĄCE {{entity}}",
   "customers.deals.detail.linkedEntities.selectVisible": "Zaznacz widoczne",
   "customers.deals.detail.linkedEntities.selectedTitle": "Wybrane — {{entity}}",
   "customers.deals.detail.linkedEntities.summary": "Powiązane: {{count}} {{entity}}",
@@ -1067,6 +1105,7 @@
   "customers.deals.detail.title": "Szczegóły szansy",
   "customers.deals.detail.unsavedCancel": "Kontynuuj edycję",
   "customers.deals.detail.unsavedConfirm": "Odrzuć zmiany",
+  "customers.deals.detail.unsavedDescription": "Masz niezapisane zmiany w tej szansie. Zapisz je najpierw albo kontynuuj, aby je odrzucić.",
   "customers.deals.detail.unsavedTitle": "Odrzucić niezapisane zmiany?",
   "customers.deals.detail.untitled": "Szansa bez nazwy",
   "customers.deals.detail.updateSuccess": "Zaktualizowano szansę.",
@@ -1374,6 +1413,7 @@
   "customers.deals.list.bulkDelete.failedGroup": "Nie udało się usunąć {count} transakcji: {message}",
   "customers.deals.list.bulkDelete.operationLabel": "Usuń {count} transakcji",
   "customers.deals.list.bulkDelete.partial": "Usunięto {deleted} z {total} transakcji; {failed} nie powiodło się",
+  "customers.deals.list.bulkDelete.progressDescription": "Wybrano {count} szans do usunięcia",
   "customers.deals.list.bulkDelete.progressName": "Usuń zaznaczone transakcje",
   "customers.deals.list.bulkDelete.success": "Usunięto {count} szans",
   "customers.deals.list.bulkDelete.title": "Usunąć {count} szans?",
@@ -1579,6 +1619,7 @@
   "customers.errors.person_not_found": "Nie znaleziono osoby",
   "customers.errors.person_profile_not_found": "Nie znaleziono profilu osoby",
   "customers.errors.person_required": "Wymagany identyfikator osoby",
+  "customers.errors.primaryPersonMustBeLinked": "Główna osoba musi być powiązana z dealem",
   "customers.errors.profile_must_be_object": "profil musi być obiektem",
   "customers.errors.profile_unsupported_field": "Nieobsługiwane pole profilu: {{field}}",
   "customers.errors.role_not_found": "Nie znaleziono roli",
@@ -1646,6 +1687,7 @@
   "customers.linking.deal.addNew": "Dodaj nową szansę",
   "customers.linking.deal.confirmButton": "Powiąż szansę",
   "customers.linking.deal.dialogDescription": "Wyszukaj istniejące szanse, aby powiązać je z tym rekordem.",
+  "customers.linking.deal.dialogSubtitle": "Powiąż istniejącą szansę z tym rekordem",
   "customers.linking.deal.dialogTitle": "Powiąż szanse",
   "customers.linking.deal.orphanWarning": "Ta szansa nie ma innych powiązanych obiektów. Jeśli ją odepniesz, stanie się niedostępna.",
   "customers.linking.deal.orphanWarningTitle": "Szansa bez firmy",
@@ -1660,8 +1702,11 @@
   "customers.linking.pagination.previous": "Poprzednia strona",
   "customers.linking.pagination.previousShort": "Wstecz",
   "customers.linking.person.addNew": "Dodaj nową osobę",
+  "customers.linking.person.addNewSubtitle": "Firma zostanie uzupełniona automatycznie",
   "customers.linking.person.confirmButton": "Powiąż osobę",
   "customers.linking.person.dialogDescription": "Wyszukaj istniejące osoby i przypisz je do tego rekordu bez opuszczania strony.",
+  "customers.linking.person.dialogSubtitle": "Powiąż istniejący kontakt z tą firmą",
+  "customers.linking.person.dialogSubtitleFor": "Powiąż istniejący kontakt z {{name}}",
   "customers.linking.person.dialogTitle": "Powiąż osoby",
   "customers.linking.person.searchEmpty": "Nie znaleziono pasujących osób.",
   "customers.linking.person.searchPlaceholder": "Szukaj wszystkich osób…",
@@ -1802,6 +1847,8 @@
   "customers.people.detail.addresses.deleted": "Adres usunięty",
   "customers.people.detail.addresses.editAction": "Edytuj adres",
   "customers.people.detail.addresses.editTitle": "Edytuj adres",
+  "customers.people.detail.addresses.empty": "Brak adresów",
+  "customers.people.detail.addresses.emptyTitle": "Brak adresów",
   "customers.people.detail.addresses.error": "Nie udało się zapisać adresu",
   "customers.people.detail.addresses.fields.buildingNumber": "Numer budynku",
   "customers.people.detail.addresses.fields.city": "Miasto",
@@ -1827,6 +1874,7 @@
   "customers.people.detail.addresses.saving": "Zapisywanie…",
   "customers.people.detail.addresses.streetFormatHint": "Aktywny jest układ z ulicą na początku.",
   "customers.people.detail.addresses.success": "Adres zapisany",
+  "customers.people.detail.addresses.title": "Adresy",
   "customers.people.detail.addresses.types.add": "Dodaj typ",
   "customers.people.detail.addresses.types.addHint": "Utwórz nowy typ adresu do wielokrotnego użycia.",
   "customers.people.detail.addresses.types.cancel": "Anuluj",
@@ -1850,6 +1898,8 @@
   "customers.people.detail.addresses.validation.required": "Wpisz {{field}}",
   "customers.people.detail.addresses.validation.tooLong": "Pole {{field}} jest za długie (maks. {{max}} znaków)",
   "customers.people.detail.anonymous": "Anonimowy",
+  "customers.people.detail.attachments.description": "Pliki powiązane z tym rekordem.",
+  "customers.people.detail.attachments.title": "Załączniki",
   "customers.people.detail.companies.addAction": "Powiąż firmę",
   "customers.people.detail.companies.addError": "Nie udało się powiązać firmy.",
   "customers.people.detail.companies.addSuccess": "Powiązano firmę.",
@@ -2039,6 +2089,7 @@
   "customers.people.detail.inline.urlInvalid": "Podaj poprawny adres URL",
   "customers.people.detail.loading": "Ładowanie danych osoby",
   "customers.people.detail.noValue": "Brak danych",
+  "customers.people.detail.notes.add": "Dodaj notatkę",
   "customers.people.detail.notes.addLabel": "Dodaj notatkę",
   "customers.people.detail.notes.addShortcut": "Dodaj notatkę ⌘⏎ / Ctrl+Enter",
   "customers.people.detail.notes.appearance.cancel": "Anuluj",
@@ -2069,6 +2120,8 @@
   "customers.people.detail.notes.deleteSuccess": "Notatka usunięta",
   "customers.people.detail.notes.edit": "Edytuj notatkę",
   "customers.people.detail.notes.editorLoading": "Ładowanie edytora…",
+  "customers.people.detail.notes.empty": "Brak notatek",
+  "customers.people.detail.notes.emptyTitle": "Brak notatek",
   "customers.people.detail.notes.entityMissing": "Nie można ustalić bieżącej osoby.",
   "customers.people.detail.notes.error": "Nie udało się zapisać notatki",
   "customers.people.detail.notes.fields.deal": "Powiąż z szansą (opcjonalnie)",
@@ -2290,6 +2343,7 @@
   "customers.people.list.bulkDelete.failedGroup": "Nie udało się usunąć {count} osób: {message}",
   "customers.people.list.bulkDelete.operationLabel": "Usuń {count} osób",
   "customers.people.list.bulkDelete.partial": "Usunięto {deleted} z {total} osób; {failed} nie powiodło się",
+  "customers.people.list.bulkDelete.progressDescription": "Wybrano {count} osób do usunięcia",
   "customers.people.list.bulkDelete.progressName": "Usuń zaznaczone osoby",
   "customers.people.list.bulkDelete.success": "Usunięto {count} osób",
   "customers.people.list.bulkDelete.title": "Usunąć {count} osób?",
@@ -2465,6 +2519,7 @@
   "customers.roles.dialog.team.unassigned": "Brak zespołu",
   "customers.roles.dialog.teamLabel": "Wybierz członka zespołu",
   "customers.roles.dialog.title": "Przypisz rolę",
+  "customers.roles.dialog.visibleCount": "Wyświetlane {{shown}} z {{total}} członków zespołu",
   "customers.roles.email": "Wyślij e-mail",
   "customers.roles.emailUnavailable": "E-mail niedostępny",
   "customers.roles.emptySlot": "Nieprzypisane",
@@ -2607,6 +2662,23 @@
   "customers.schedule.visibility": "Widoczność",
   "customers.schedule.visibility.public": "Publiczny",
   "customers.schedule.visibility.team": "Tylko zespół",
+  "customers.search.badge.activity": "Aktywność",
+  "customers.search.badge.company": "Firma",
+  "customers.search.badge.deal": "Szansa sprzedaży",
+  "customers.search.badge.person": "Osoba",
+  "customers.search.fallback.activity": "Aktywność: {{type}}",
+  "customers.search.fallback.activityUpdate": "aktualizacja",
+  "customers.search.fallback.company": "Firma",
+  "customers.search.fallback.customerNote": "Notatka klienta",
+  "customers.search.fallback.customerTask": "Zadanie klienta",
+  "customers.search.fallback.deal": "Szansa sprzedaży",
+  "customers.search.fallback.person": "Osoba",
+  "customers.search.link.edit": "Edytuj",
+  "customers.search.link.openCompany": "Otwórz firmę",
+  "customers.search.link.openDeal": "Otwórz szansę",
+  "customers.search.link.openPerson": "Otwórz osobę",
+  "customers.search.link.openTodo": "Otwórz zadanie",
+  "customers.search.link.viewCustomer": "Zobacz klienta",
   "customers.tags.manage.addCategory": "Nowa kategoria",
   "customers.tags.manage.addCategoryPlaceholder": "Nazwa kategorii...",
   "customers.tags.manage.addCategoryRequired": "Najpierw wpisz nazwę kategorii.",

package/src/modules/customers/lib/calendar/format.ts

@@ -2,6 +2,12 @@ const DATE_OPTIONS: Intl.DateTimeFormatOptions = { day: 'numeric', month: 'short
 
 const TIME_OPTIONS: Intl.DateTimeFormatOptions = { hour: 'numeric', minute: '2-digit' }
 
+const NON_CANONICAL_INTL_SPACING = /[\u00a0\u2007\u2009\u202f]/g
+
+function normalizeIntlSpacing(value: string): string {
+  return value.replace(NON_CANONICAL_INTL_SPACING, ' ')
+}
+
 export function formatDateLabel(locale: string, date: Date): string {
   return new Intl.DateTimeFormat(locale, DATE_OPTIONS).format(date)
 }
@@ -9,17 +15,17 @@ export function formatDateLabel(locale: string, date: Date): string {
 export function formatDateRangeLabel(locale: string, from: Date, to: Date): string {
   const formatter = new Intl.DateTimeFormat(locale, DATE_OPTIONS)
   try {
-    return formatter.formatRange(from, to)
+    return normalizeIntlSpacing(formatter.formatRange(from, to))
   } catch {
-    return `${formatter.format(from)} – ${formatter.format(to)}`
+    return normalizeIntlSpacing(`${formatter.format(from)} – ${formatter.format(to)}`)
   }
 }
 
 export function formatTimeRangeLabel(locale: string, start: Date, end: Date): string {
   const formatter = new Intl.DateTimeFormat(locale, TIME_OPTIONS)
   try {
-    return formatter.formatRange(start, end)
+    return normalizeIntlSpacing(formatter.formatRange(start, end))
   } catch {
-    return `${formatter.format(start)} – ${formatter.format(end)}`
+    return normalizeIntlSpacing(`${formatter.format(start)} – ${formatter.format(end)}`)
   }
 }

package/src/modules/customers/lib/dealStatus.ts

@@ -0,0 +1,48 @@
+// Single source of truth for deal open/closed (terminal) semantics.
+//
+// `customer_deals.status` is a lenient text column and the supported writers do not agree on
+// one spelling: the closure hooks and the kanban board persist `win` / `loose`, the AI tool
+// `customers.update_deal_stage` persists `won` / `lost`, and the seeded vocabulary also carries
+// `closed`. The terminal set below therefore covers every spelling a status writer persists, so
+// status-based readers can share one classification. `closureOutcome` is a separate signal and
+// callers that combine both columns must handle it explicitly.
+//
+// A status not known to code counts as OPEN. Deal stages are configurable per tenant, so the
+// lenient column can hold values this module has never seen — treating them as open keeps them
+// visible in active-deal counts instead of silently reclassifying them as closed.
+
+export const DEAL_STATUS_WIN = 'win' as const
+export const DEAL_STATUS_LOSE = 'loose' as const
+export const DEAL_STATUS_CLOSED = 'closed' as const
+
+// `won` / `lost` are the spellings the AI stage tool writes; `win` / `loose` are what the UI
+// closure flows persist. Both are accepted so neither writer produces an unreadable status.
+export const WON_DEAL_STATUS_LIST: readonly string[] = [DEAL_STATUS_WIN, 'won']
+
+export const LOST_DEAL_STATUS_LIST: readonly string[] = [DEAL_STATUS_LOSE, 'lost']
+
+export const CLOSED_DEAL_STATUS_LIST: readonly string[] = [
+  ...WON_DEAL_STATUS_LIST,
+  ...LOST_DEAL_STATUS_LIST,
+  DEAL_STATUS_CLOSED,
+]
+
+const WON_DEAL_STATUSES = new Set<string>(WON_DEAL_STATUS_LIST)
+const LOST_DEAL_STATUSES = new Set<string>(LOST_DEAL_STATUS_LIST)
+const CLOSED_DEAL_STATUSES = new Set<string>(CLOSED_DEAL_STATUS_LIST)
+
+export function isWonDealStatus(value: string | null | undefined): boolean {
+  return value != null && WON_DEAL_STATUSES.has(value)
+}
+
+export function isLostDealStatus(value: string | null | undefined): boolean {
+  return value != null && LOST_DEAL_STATUSES.has(value)
+}
+
+export function isClosedDealStatus(value: string | null | undefined): boolean {
+  return value != null && CLOSED_DEAL_STATUSES.has(value)
+}
+
+export function isOpenDealStatus(value: string | null | undefined): boolean {
+  return !isClosedDealStatus(value)
+}

package/src/modules/customers/lib/dealsSummaryQueries.ts

@@ -0,0 +1,211 @@
+import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'
+import type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'
+import { fetchStuckDealIds } from './stuckDeals'
+
+type DateWindow = {
+  start: Date
+  end: Date
+}
+
+export type OpenPipelineRow = {
+  stage: string | null
+  currency: string | null
+  total: string | number | null
+  count: string | number
+  owner_user_id: string | null
+}
+
+export type WindowSumRow = {
+  currency: string | null
+  current_total: string | number | null
+  current_count: string | number
+  previous_total: string | number | null
+  previous_count: string | number
+}
+
+export type WinLossRow = {
+  current_won: string | number
+  current_lost: string | number
+  previous_won: string | number
+  previous_lost: string | number
+}
+
+export type WinRateMonthRow = {
+  period: string
+  won: string | number
+  lost: string | number
+}
+
+export type DealsSummaryQueryRows = {
+  openRows: OpenPipelineRow[]
+  inflowRows: WindowSumRow[]
+  wonRows: WindowSumRow[]
+  winLossRows: WinLossRow[]
+  seriesRows: WinRateMonthRow[]
+  overdueRows: Array<{ id: string }>
+  openStuckIds: string[]
+}
+
+export type DealsSummaryQueryInput = {
+  em: CoreEntityManager
+  tenantId: string
+  organizationIds: string[]
+  currentQuarter: DateWindow
+  previousQuarter: DateWindow
+  seriesStart: Date
+}
+
+type SqlPredicate = {
+  clause: string
+  values: string[]
+}
+
+export function buildOpenDealPredicate(statuses: readonly string[]): SqlPredicate {
+  if (statuses.length === 0) {
+    throw new Error('[internal] Open-deal predicate requires at least one status')
+  }
+
+  const placeholders = statuses.map(() => '?').join(',')
+  return {
+    clause: `status IN (${placeholders}) AND closure_outcome IS NULL`,
+    values: [...statuses],
+  }
+}
+
+export async function loadDealsSummaryQueryRows(input: DealsSummaryQueryInput): Promise<DealsSummaryQueryRows> {
+  if (input.organizationIds.length === 0) {
+    throw new Error('[internal] Deals summary query requires an organization scope')
+  }
+
+  const connection = input.em.getConnection()
+  const organizationPlaceholders = input.organizationIds.map(() => '?').join(',')
+  const scopeWhere = `tenant_id = ? AND organization_id IN (${organizationPlaceholders}) AND deleted_at IS NULL`
+  const scopeValues: Array<string | number | null> = [input.tenantId, ...input.organizationIds]
+  const openDealsPredicate = buildOpenDealPredicate(['open', 'in_progress'])
+
+  const openRows = 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 ${openDealsPredicate.clause}
+      GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,
+    [...scopeValues, ...openDealsPredicate.values],
+  )
+
+  const inflowRows = 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 ${openDealsPredicate.clause}
+      GROUP BY UPPER(COALESCE(value_currency, ''))`,
+    [
+      input.currentQuarter.start.toISOString(),
+      input.currentQuarter.end.toISOString(),
+      input.currentQuarter.start.toISOString(),
+      input.currentQuarter.end.toISOString(),
+      input.previousQuarter.start.toISOString(),
+      input.previousQuarter.end.toISOString(),
+      input.previousQuarter.start.toISOString(),
+      input.previousQuarter.end.toISOString(),
+      ...scopeValues,
+      ...openDealsPredicate.values,
+    ],
+  )
+
+  const wonRows = 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, ''))`,
+    [
+      input.currentQuarter.start.toISOString(),
+      input.currentQuarter.end.toISOString(),
+      input.currentQuarter.start.toISOString(),
+      input.currentQuarter.end.toISOString(),
+      input.previousQuarter.start.toISOString(),
+      input.previousQuarter.end.toISOString(),
+      input.previousQuarter.start.toISOString(),
+      input.previousQuarter.end.toISOString(),
+      ...scopeValues,
+    ],
+  )
+
+  const winLossRows = 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}`,
+    [
+      input.currentQuarter.start.toISOString(),
+      input.currentQuarter.end.toISOString(),
+      input.currentQuarter.start.toISOString(),
+      input.currentQuarter.end.toISOString(),
+      input.previousQuarter.start.toISOString(),
+      input.previousQuarter.end.toISOString(),
+      input.previousQuarter.start.toISOString(),
+      input.previousQuarter.end.toISOString(),
+      ...scopeValues,
+    ],
+  )
+
+  const seriesRows = 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, input.seriesStart.toISOString()],
+  )
+
+  const overdueDealsPredicate = buildOpenDealPredicate(['open'])
+  const overdueRows = await connection.execute<Array<{ id: string }>>(
+    `SELECT id FROM customer_deals
+      WHERE ${scopeWhere} AND ${overdueDealsPredicate.clause} AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
+    [...scopeValues, ...overdueDealsPredicate.values],
+  )
+
+  const stuckIdLists = await Promise.all(
+    input.organizationIds.map((organizationId) =>
+      fetchStuckDealIds(input.em as unknown as PgEntityManager, organizationId, input.tenantId),
+    ),
+  )
+  const stuckIdValues = Array.from(new Set(stuckIdLists.flat()))
+  let openStuckIds: string[] = []
+  if (stuckIdValues.length > 0) {
+    const stuckPlaceholders = stuckIdValues.map(() => '?').join(',')
+    const openStuckRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(
+      `SELECT id FROM customer_deals
+        WHERE ${scopeWhere} AND ${openDealsPredicate.clause} AND id IN (${stuckPlaceholders})`,
+      [...scopeValues, ...openDealsPredicate.values, ...stuckIdValues],
+    )
+    openStuckIds = openStuckRows.map((row) => row.id)
+  }
+
+  return {
+    openRows,
+    inflowRows,
+    wonRows,
+    winLossRows,
+    seriesRows,
+    overdueRows,
+    openStuckIds,
+  }
+}

package/src/modules/customers/lib/optionalBaseCurrency.ts

@@ -0,0 +1,34 @@
+import type { AppContainer } from '@open-mercato/shared/lib/di/container'
+
+type BaseCurrencyResolution =
+  | { status: 'resolved'; code: string }
+  | { status: 'missing' | 'ambiguous' | 'unavailable' }
+
+type BaseCurrencyResolver = {
+  resolveBaseCurrency(scope: {
+    tenantId: string
+    organizationIds: string[]
+  }): Promise<BaseCurrencyResolution>
+}
+
+export async function resolveOptionalBaseCurrencyCode(
+  container: AppContainer,
+  tenantId: string,
+  organizationId: string | undefined,
+): Promise<string | null> {
+  if (!organizationId) return null
+
+  let resolver: BaseCurrencyResolver
+  try {
+    resolver = container.resolve<BaseCurrencyResolver>('baseCurrencyService')
+  } catch {
+    return null
+  }
+
+  try {
+    const result = await resolver.resolveBaseCurrency({ tenantId, organizationIds: [organizationId] })
+    return result.status === 'resolved' ? result.code : null
+  } catch {
+    return null
+  }
+}

package/src/modules/customers/lib/visibilityFilter.ts

@@ -1,5 +1,5 @@
 import type { FilterQuery } from '@mikro-orm/postgresql'
-import { hasFeature } from '@open-mercato/shared/security/features'
+import { authorizeFeatures } from '@open-mercato/shared/security/featurePolicy'
 import { CustomerInteraction } from '../data/entities'
 
 /**
@@ -22,7 +22,9 @@ export const EMAIL_VIEW_PRIVATE_FEATURE = 'customers.email.view_private'
  */
 export function callerHasEmailViewPrivate(userFeatures: string[] | null | undefined): boolean {
   if (!Array.isArray(userFeatures) || userFeatures.length === 0) return false
-  return hasFeature(userFeatures, EMAIL_VIEW_PRIVATE_FEATURE)
+  return authorizeFeatures([EMAIL_VIEW_PRIVATE_FEATURE], {
+    grantedFeatures: userFeatures,
+  })
 }
 
 /**
@@ -92,7 +94,7 @@ export function applyEmailVisibilityFilter<T extends { where: (...args: any[]) =
 }
 
 type RbacServiceLike = {
-  getGrantedFeatures?: (
+  getEffectiveFeatures?: (
     userId: string,
     scope: { tenantId: string | null; organizationId: string | null },
   ) => Promise<string[] | undefined>
@@ -118,8 +120,8 @@ export async function resolveCallerEmailFeatures(
   if (!userId) return undefined
   try {
     const rbac = container.resolve('rbacService') as RbacServiceLike | undefined
-    if (!rbac?.getGrantedFeatures) return undefined
-    return await rbac.getGrantedFeatures(userId, { tenantId, organizationId })
+    if (!rbac?.getEffectiveFeatures) return undefined
+    return await rbac.getEffectiveFeatures(userId, { tenantId, organizationId })
   } catch {
     return undefined
   }

package/src/modules/customers/migrations/.snapshot-open-mercato.json

@@ -1685,6 +1685,23 @@
           "enumItems": [],
           "mappedType": "uuid"
         },
+        "is_primary": {
+          "name": "is_primary",
+          "type": "boolean",
+          "unsigned": false,
+          "autoincrement": false,
+          "primary": false,
+          "nullable": false,
+          "unique": false,
+          "length": null,
+          "precision": null,
+          "scale": null,
+          "default": "false",
+          "comment": null,
+          "collation": null,
+          "enumItems": [],
+          "mappedType": "boolean"
+        },
         "person_entity_id": {
           "name": "person_entity_id",
           "type": "uuid",
@@ -1741,6 +1758,15 @@
           "primary": false,
           "unique": false
         },
+        {
+          "columnNames": [],
+          "composite": false,
+          "constraint": false,
+          "keyName": "customer_deal_people_primary_uq",
+          "primary": false,
+          "unique": false,
+          "expression": "create unique index \"customer_deal_people_primary_uq\" on \"customer_deal_people\" (\"deal_id\") where \"is_primary\""
+        },
         {
           "columnNames": [
             "id"
@@ -6499,4 +6525,4 @@
   ],
   "views": [],
   "nativeEnums": {}
-}
+}