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

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

@@ -3,8 +3,9 @@ import { z } from "zod";
 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 { fetchStuckDealIds } from "../../../lib/stuckDeals.js";
 import { resolveDealsOrganizationIds } from "../../../lib/dealsOrganizationScope.js";
+import { resolveOptionalBaseCurrencyCode } from "../../../lib/optionalBaseCurrency.js";
+import { loadDealsSummaryQueryRows } from "../../../lib/dealsSummaryQueries.js";
 import {
   computeDelta,
   convertSumsToBase,
@@ -17,7 +18,6 @@ const logger = createLogger("customers");
 const metadata = {
   GET: { requireAuth: true, requireFeatures: ["customers.deals.view"] }
 };
-const OPEN_STATUSES = ["open", "in_progress"];
 const TRAILING_MONTHS = 6;
 const TOP_OWNERS = 5;
 const deltaSchema = z.object({
@@ -123,124 +123,19 @@ async function GET(req) {
   const previousQuarter = getPreviousQuarterWindow(today);
   const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS);
   const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start;
-  const connection = em.getConnection();
-  const baseCurrency = await connection.execute(
-    `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,
-    [effectiveTenantId, orgFilterIds[0]]
+  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
+    container,
+    effectiveTenantId,
+    orgFilterIds[0]
   );
-  const baseCurrencyCode = baseCurrency[0]?.code ?? null;
-  const orgPlaceholders = orgFilterIds.map(() => "?").join(",");
-  const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`;
-  const scopeValues = [effectiveTenantId, ...orgFilterIds];
-  const openPlaceholders = OPEN_STATUSES.map(() => "?").join(",");
-  const openRows = await connection.execute(
-    `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 inflowRows = await connection.execute(
-    `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
-    ]
-  );
-  const wonRows = await connection.execute(
-    `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
-    ]
-  );
-  const winLossRows = await connection.execute(
-    `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
-    ]
-  );
-  const seriesRows = await connection.execute(
-    `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()]
-  );
-  const overdueRows = await connection.execute(
-    `SELECT id FROM customer_deals
-      WHERE ${scopeWhere} AND status = 'open' AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,
-    [...scopeValues]
-  );
-  const stuckIdLists = await Promise.all(
-    orgFilterIds.map((orgId) => fetchStuckDealIds(em, orgId, effectiveTenantId))
-  );
-  const stuckIdSet = /* @__PURE__ */ new Set();
-  for (const list of stuckIdLists) for (const id of list) stuckIdSet.add(id);
-  let openStuckIds = [];
-  if (stuckIdSet.size > 0) {
-    const stuckIdValues = Array.from(stuckIdSet);
-    const stuckPlaceholders = stuckIdValues.map(() => "?").join(",");
-    const openStuckRows = await connection.execute(
-      `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 = /* @__PURE__ */ new Set();
   for (const row of overdueRows) attentionIds.add(row.id);
   for (const id of openStuckIds) attentionIds.add(id);

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/customers/api/deals/summary/route.ts"],
-  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager as CoreEntityManager } from '@mikro-orm/core'\nimport type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'\nimport { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'\nimport type { ExchangeRateService, RateResult } from '@open-mercato/core/modules/currencies/services/exchangeRateService'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { fetchStuckDealIds } from '../../../lib/stuckDeals'\nimport { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'\nimport {\n  computeDelta,\n  convertSumsToBase,\n  getPreviousQuarterWindow,\n  getQuarterWindow,\n  getTrailingMonths,\n  type CurrencySum,\n  type Delta,\n} from '../../../lib/dealsMetrics'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\nexport const metadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },\n}\n\nconst OPEN_STATUSES = ['open', 'in_progress'] as const\nconst TRAILING_MONTHS = 6\nconst TOP_OWNERS = 5\n\nconst deltaSchema = z.object({\n  value: z.number(),\n  direction: z.enum(['up', 'down', 'unchanged']),\n})\n\nconst stageBreakdownSchema = z.object({\n  stage: z.string().nullable(),\n  count: z.number(),\n  value: z.number(),\n})\n\nconst ownerCountSchema = z.object({\n  id: z.string(),\n  count: z.number(),\n})\n\nconst winRatePointSchema = z.object({\n  period: z.string(),\n  rate: z.number(),\n})\n\nconst summaryResponseSchema = z.object({\n  baseCurrencyCode: z.string().nullable(),\n  convertedAll: z.boolean(),\n  missingRateCurrencies: z.array(z.string()),\n  pipelineValue: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    stages: z.array(stageBreakdownSchema),\n  }),\n  activeDeals: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    ownersCount: z.number(),\n    needAttention: z.number(),\n    owners: z.array(ownerCountSchema),\n    ownersOverflow: z.number(),\n  }),\n  wonThisQuarter: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    dealsClosed: z.number(),\n    avgDeal: z.number(),\n  }),\n  winRate: z.object({\n    value: z.number(),\n    deltaPp: z.number(),\n    direction: z.enum(['up', 'down', 'unchanged']),\n    previousValue: z.number(),\n    series: z.array(winRatePointSchema),\n  }),\n})\n\nexport type DealsSummaryResponse = z.infer<typeof summaryResponseSchema>\n\nconst summaryErrorSchema = z.object({\n  error: z.string(),\n})\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  summary: 'Deals KPI summary',\n  methods: {\n    GET: {\n      summary: 'Pipeline KPI metrics with period-over-period deltas for the deals list',\n      description:\n        'Returns the four list-level KPI cards (pipeline value, active deals, won this quarter, win rate) with quarter-over-quarter deltas, per-stage open-pipeline breakdown, top owners, and a 6-month win-rate series. Values are converted to the tenant base currency where rates are available; partial conversions are disclosed via convertedAll/missingRateCurrencies.',\n      responses: [\n        { status: 200, description: 'Deals KPI summary payload', schema: summaryResponseSchema },\n      ],\n      errors: [\n        { status: 401, description: 'Unauthorized', schema: summaryErrorSchema },\n      ],\n    },\n  },\n}\n\ntype OpenPipelineRow = {\n  stage: string | null\n  currency: string | null\n  total: string | number | null\n  count: string | number\n  owner_user_id: string | null\n}\n\ntype WindowSumRow = {\n  currency: string | null\n  current_total: string | number | null\n  current_count: string | number\n  previous_total: string | number | null\n  previous_count: string | number\n}\n\ntype WinLossRow = {\n  current_won: string | number\n  current_lost: string | number\n  previous_won: string | number\n  previous_lost: string | number\n}\n\ntype WinRateMonthRow = {\n  period: string\n  won: string | number\n  lost: string | number\n}\n\ntype OwnerCountRow = {\n  owner_user_id: string | null\n  count: string | number\n}\n\nfunction toNumber(value: string | number | null | undefined): number {\n  const parsed = Number(value ?? 0)\n  return Number.isFinite(parsed) ? parsed : 0\n}\n\nfunction winRate(won: number, lost: number): number {\n  const denom = won + lost\n  if (denom <= 0) return 0\n  return Math.round((100 * won) / denom)\n}\n\nfunction sumsByCurrency(entries: Array<{ currency: string | null; total: number }>): CurrencySum[] {\n  const byCurrency = new Map<string, number>()\n  for (const entry of entries) {\n    const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n    if (!currency) continue\n    byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total)\n  }\n  return Array.from(byCurrency.entries()).map(([currency, total]) => ({ currency, total }))\n}\n\nexport async function GET(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth?.tenantId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  const container = await createRequestContainer()\n  const em = container.resolve<CoreEntityManager>('em')\n\n  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n  const effectiveTenantId = scope.tenantId ?? auth.tenantId\n  if (!effectiveTenantId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId })\n\n  const today = new Date()\n  const currentQuarter = getQuarterWindow(today)\n  const previousQuarter = getPreviousQuarterWindow(today)\n  const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS)\n  const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start\n\n  const connection = em.getConnection()\n\n  const baseCurrency: Array<{ code: string }> = await connection.execute<Array<{ code: string }>>(\n    `SELECT code FROM currencies WHERE tenant_id = ? AND organization_id = ? AND is_base = true AND deleted_at IS NULL LIMIT 1`,\n    [effectiveTenantId, orgFilterIds[0]],\n  )\n  const baseCurrencyCode = baseCurrency[0]?.code ?? null\n\n  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')\n  const scopeWhere = `tenant_id = ? AND organization_id IN (${orgPlaceholders}) AND deleted_at IS NULL`\n  const scopeValues: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]\n  const openPlaceholders = OPEN_STATUSES.map(() => '?').join(',')\n\n  // 1) Open pipeline: per (stage, currency) sums + open-deal owner per row, so we can\n  //    derive pipeline value (per stage + converted total) and the open owner set in one pass.\n  const openRows: OpenPipelineRow[] = await connection.execute<OpenPipelineRow[]>(\n    `SELECT\n        pipeline_stage AS stage,\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount), 0) AS total,\n        COUNT(*) AS count,\n        owner_user_id\n      FROM customer_deals\n      WHERE ${scopeWhere} AND status IN (${openPlaceholders})\n      GROUP BY pipeline_stage, UPPER(COALESCE(value_currency, '')), owner_user_id`,\n    [...scopeValues, ...OPEN_STATUSES],\n  )\n\n  // 2) Open-deal value created in the current vs previous quarter (pipeline inflow delta).\n  const inflowRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(\n    `SELECT\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS current_total,\n        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS current_count,\n        COALESCE(SUM(value_amount) FILTER (WHERE created_at >= ? AND created_at < ?), 0) AS previous_total,\n        COUNT(*) FILTER (WHERE created_at >= ? AND created_at < ?) AS previous_count\n      FROM customer_deals\n      WHERE ${scopeWhere} AND status IN (${openPlaceholders})\n      GROUP BY UPPER(COALESCE(value_currency, ''))`,\n    [\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      ...scopeValues, ...OPEN_STATUSES,\n    ],\n  )\n\n  // 3) Won value per currency for the current vs previous quarter (updated_at in window).\n  const wonRows: WindowSumRow[] = await connection.execute<WindowSumRow[]>(\n    `SELECT\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS current_total,\n        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS current_count,\n        COALESCE(SUM(value_amount) FILTER (WHERE updated_at >= ? AND updated_at < ?), 0) AS previous_total,\n        COUNT(*) FILTER (WHERE updated_at >= ? AND updated_at < ?) AS previous_count\n      FROM customer_deals\n      WHERE ${scopeWhere} AND (status = 'win' OR closure_outcome = 'won')\n      GROUP BY UPPER(COALESCE(value_currency, ''))`,\n    [\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      ...scopeValues,\n    ],\n  )\n\n  // 4) Win/lost counts for the current vs previous quarter (win rate + delta-pp).\n  const winLossRows: WinLossRow[] = await connection.execute<WinLossRow[]>(\n    `SELECT\n        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS current_won,\n        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS current_lost,\n        COUNT(*) FILTER (WHERE (status = 'win' OR closure_outcome = 'won') AND updated_at >= ? AND updated_at < ?) AS previous_won,\n        COUNT(*) FILTER (WHERE (status = 'loose' OR closure_outcome = 'lost') AND updated_at >= ? AND updated_at < ?) AS previous_lost\n      FROM customer_deals\n      WHERE ${scopeWhere}`,\n    [\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      currentQuarter.start.toISOString(), currentQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      previousQuarter.start.toISOString(), previousQuarter.end.toISOString(),\n      ...scopeValues,\n    ],\n  )\n\n  // 5) Win-rate series over the trailing months (won/lost grouped by updated_at month).\n  const seriesRows: WinRateMonthRow[] = await connection.execute<WinRateMonthRow[]>(\n    `SELECT\n        to_char(date_trunc('month', updated_at AT TIME ZONE 'UTC'), 'YYYY-MM') AS period,\n        COUNT(*) FILTER (WHERE status = 'win' OR closure_outcome = 'won') AS won,\n        COUNT(*) FILTER (WHERE status = 'loose' OR closure_outcome = 'lost') AS lost\n      FROM customer_deals\n      WHERE ${scopeWhere} AND updated_at >= ?\n      GROUP BY 1`,\n    [...scopeValues, seriesStart.toISOString()],\n  )\n\n  // Overdue open deals (id set) + stuck deals (id set) \u2192 union count for \"need attention\".\n  const overdueRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals\n      WHERE ${scopeWhere} AND status = 'open' AND expected_close_at IS NOT NULL AND expected_close_at < CURRENT_DATE`,\n    [...scopeValues],\n  )\n  // `fetchStuckDealIds` is single-org; run it for every org in scope so multi-org callers don't\n  // undercount stuck deals (the aggregates above already span every org in `orgFilterIds`).\n  const stuckIdLists = await Promise.all(\n    orgFilterIds.map((orgId) =>\n      fetchStuckDealIds(em as unknown as PgEntityManager, orgId, effectiveTenantId)),\n  )\n  const stuckIdSet = new Set<string>()\n  for (const list of stuckIdLists) for (const id of list) stuckIdSet.add(id)\n\n  // The stuck-deal query does not filter status, so a stuck id can be a won/lost/closed deal.\n  // \"Need attention\" is an active-deal metric \u2014 intersect with the open (OPEN_STATUSES) set so\n  // terminal deals never inflate the count.\n  let openStuckIds: string[] = []\n  if (stuckIdSet.size > 0) {\n    const stuckIdValues = Array.from(stuckIdSet)\n    const stuckPlaceholders = stuckIdValues.map(() => '?').join(',')\n    const openStuckRows: Array<{ id: string }> = await connection.execute<Array<{ id: string }>>(\n      `SELECT id FROM customer_deals\n        WHERE ${scopeWhere} AND status IN (${openPlaceholders}) AND id IN (${stuckPlaceholders})`,\n      [...scopeValues, ...OPEN_STATUSES, ...stuckIdValues],\n    )\n    openStuckIds = openStuckRows.map((row) => row.id)\n  }\n\n  const attentionIds = new Set<string>()\n  for (const row of overdueRows) attentionIds.add(row.id)\n  for (const id of openStuckIds) attentionIds.add(id)\n\n  // Reduce open rows: per-stage sums, distinct owners, owner counts, and a flat\n  // per-currency list for the converted pipeline total.\n  const stageMap = new Map<string, { stage: string | null; count: number; byCurrency: CurrencySum[] }>()\n  const openOwnerCounts = new Map<string, number>()\n  const openSums: Array<{ currency: string | null; total: number }> = []\n  for (const row of openRows) {\n    const stageKey = row.stage ?? '__null__'\n    const total = toNumber(row.total)\n    const count = toNumber(row.count)\n    const currency = (row.currency ?? '').toString().trim().toUpperCase()\n    if (!stageMap.has(stageKey)) {\n      stageMap.set(stageKey, { stage: row.stage ?? null, count: 0, byCurrency: [] })\n    }\n    const stageAgg = stageMap.get(stageKey)!\n    stageAgg.count += count\n    if (currency) stageAgg.byCurrency.push({ currency, total })\n    openSums.push({ currency, total })\n    if (row.owner_user_id) {\n      openOwnerCounts.set(row.owner_user_id, (openOwnerCounts.get(row.owner_user_id) ?? 0) + count)\n    }\n  }\n\n  // Collect every distinct non-base currency across all metrics and fetch rates ONCE.\n  const distinctCurrencies = new Set<string>()\n  const collect = (entries: Array<{ currency: string | null }>) => {\n    for (const entry of entries) {\n      const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n      if (currency && currency !== baseCurrencyCode) distinctCurrencies.add(currency)\n    }\n  }\n  collect(openSums)\n  collect(inflowRows)\n  collect(wonRows)\n\n  let rates = new Map<string, RateResult>()\n  if (baseCurrencyCode && distinctCurrencies.size > 0) {\n    const exchange = container.resolve('exchangeRateService') as ExchangeRateService | undefined\n    if (exchange) {\n      const pairs = Array.from(distinctCurrencies).map((code) => ({\n        fromCurrencyCode: code,\n        toCurrencyCode: baseCurrencyCode,\n      }))\n      try {\n        rates = await exchange.getRates({\n          pairs,\n          date: today,\n          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },\n          options: { maxDaysBack: 60, autoFetch: false },\n        })\n      } catch (err) {\n        logger.warn('exchange-rate lookup failed; falling back to per-currency totals', { component: 'deals.summary', err })\n      }\n    }\n  }\n\n  const missingRateCurrencies = new Set<string>()\n  const trackMissing = (missing: string[]) => {\n    for (const code of missing) missingRateCurrencies.add(code)\n  }\n  let convertedAll = true\n\n  // Degraded path: when there is no base currency, fall back to the dominant currency's\n  // raw sum so the cards still show a number (mirrors the aggregate route's disclosure).\n  const dominantCurrencyTotal = (entries: Array<{ currency: string | null; total: number }>): number => {\n    const byCurrency = new Map<string, number>()\n    for (const entry of entries) {\n      const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n      if (!currency) continue\n      byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total)\n    }\n    let best = 0\n    for (const total of byCurrency.values()) {\n      if (Math.abs(total) > Math.abs(best)) best = total\n    }\n    return Math.round(best)\n  }\n\n  const convert = (entries: Array<{ currency: string | null; total: number }>): number => {\n    if (!baseCurrencyCode) {\n      convertedAll = false\n      trackMissing(sumsByCurrency(entries).map((entry) => entry.currency))\n      return dominantCurrencyTotal(entries)\n    }\n    const result = convertSumsToBase(sumsByCurrency(entries), baseCurrencyCode, rates)\n    if (!result.convertedAll) convertedAll = false\n    trackMissing(result.missingRateCurrencies)\n    return result.total\n  }\n\n  // Pipeline value (open deals, converted) + per-stage converted breakdown.\n  const pipelineValueTotal = convert(openSums)\n  const stages = Array.from(stageMap.values()).map((stageAgg) => ({\n    stage: stageAgg.stage,\n    count: stageAgg.count,\n    value: convert(stageAgg.byCurrency),\n  }))\n\n  // Pipeline inflow delta (open value created this vs previous quarter).\n  const inflowCurrent = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })))\n  const inflowPrevious = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })))\n  const pipelineDelta: Delta = computeDelta(inflowCurrent, inflowPrevious)\n\n  // Active deals: count of open deals, owners, need-attention, top owners.\n  const activeDealsCount = openRows.reduce((sum, row) => sum + toNumber(row.count), 0)\n  const ownersCount = openOwnerCounts.size\n  const inflowCurrentCount = inflowRows.reduce((sum, row) => sum + toNumber(row.current_count), 0)\n  const inflowPreviousCount = inflowRows.reduce((sum, row) => sum + toNumber(row.previous_count), 0)\n  const activeDelta: Delta = computeDelta(inflowCurrentCount, inflowPreviousCount)\n  const sortedOwners = Array.from(openOwnerCounts.entries())\n    .sort((a, b) => b[1] - a[1] || a[0].localeCompare(b[0]))\n  const owners = sortedOwners.slice(0, TOP_OWNERS).map(([id, count]) => ({ id, count }))\n  const ownersOverflow = Math.max(0, ownersCount - owners.length)\n\n  // Won this quarter.\n  const wonCurrent = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })))\n  const wonPrevious = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })))\n  const dealsClosed = wonRows.reduce((sum, row) => sum + toNumber(row.current_count), 0)\n  const wonDelta: Delta = computeDelta(wonCurrent, wonPrevious)\n  const avgDeal = dealsClosed > 0 ? Math.round(wonCurrent / dealsClosed) : 0\n\n  // Win rate (current + previous quarter) and pp delta.\n  const winLoss = winLossRows[0]\n  const currentWon = toNumber(winLoss?.current_won)\n  const currentLost = toNumber(winLoss?.current_lost)\n  const previousWon = toNumber(winLoss?.previous_won)\n  const previousLost = toNumber(winLoss?.previous_lost)\n  const winRateValue = winRate(currentWon, currentLost)\n  const winRatePrevious = winRate(previousWon, previousLost)\n  const deltaPp = winRateValue - winRatePrevious\n  const winRateDirection = deltaPp > 0 ? 'up' : deltaPp < 0 ? 'down' : 'unchanged'\n\n  // Win-rate series over trailing months (fill missing months with 0).\n  const seriesByPeriod = new Map<string, { won: number; lost: number }>()\n  for (const row of seriesRows) {\n    seriesByPeriod.set(row.period, { won: toNumber(row.won), lost: toNumber(row.lost) })\n  }\n  const series = trailingMonths.map((month) => {\n    const point = seriesByPeriod.get(month.label)\n    const won = point?.won ?? 0\n    const lost = point?.lost ?? 0\n    const denom = won + lost\n    return { period: month.label, rate: denom > 0 ? won / denom : 0 }\n  })\n\n  const response: DealsSummaryResponse = {\n    baseCurrencyCode,\n    convertedAll,\n    missingRateCurrencies: Array.from(missingRateCurrencies),\n    pipelineValue: {\n      value: pipelineValueTotal,\n      delta: pipelineDelta,\n      stages,\n    },\n    activeDeals: {\n      value: activeDealsCount,\n      delta: activeDelta,\n      ownersCount,\n      needAttention: attentionIds.size,\n      owners,\n      ownersOverflow,\n    },\n    wonThisQuarter: {\n      value: wonCurrent,\n      delta: wonDelta,\n      dealsClosed,\n      avgDeal,\n    },\n    winRate: {\n      value: winRateValue,\n      deltaPp,\n      direction: winRateDirection,\n      previousValue: winRatePrevious,\n      series,\n    },\n  }\n\n  return NextResponse.json(response)\n}\n"],
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+  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager as CoreEntityManager } from '@mikro-orm/core'\nimport { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'\nimport type { ExchangeRateService, RateResult } from '@open-mercato/core/modules/currencies/services/exchangeRateService'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'\nimport { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'\nimport { loadDealsSummaryQueryRows } from '../../../lib/dealsSummaryQueries'\nimport {\n  computeDelta,\n  convertSumsToBase,\n  getPreviousQuarterWindow,\n  getQuarterWindow,\n  getTrailingMonths,\n  type CurrencySum,\n  type Delta,\n} from '../../../lib/dealsMetrics'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\nexport const metadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },\n}\n\nconst TRAILING_MONTHS = 6\nconst TOP_OWNERS = 5\n\nconst deltaSchema = z.object({\n  value: z.number(),\n  direction: z.enum(['up', 'down', 'unchanged']),\n})\n\nconst stageBreakdownSchema = z.object({\n  stage: z.string().nullable(),\n  count: z.number(),\n  value: z.number(),\n})\n\nconst ownerCountSchema = z.object({\n  id: z.string(),\n  count: z.number(),\n})\n\nconst winRatePointSchema = z.object({\n  period: z.string(),\n  rate: z.number(),\n})\n\nconst summaryResponseSchema = z.object({\n  baseCurrencyCode: z.string().nullable(),\n  convertedAll: z.boolean(),\n  missingRateCurrencies: z.array(z.string()),\n  pipelineValue: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    stages: z.array(stageBreakdownSchema),\n  }),\n  activeDeals: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    ownersCount: z.number(),\n    needAttention: z.number(),\n    owners: z.array(ownerCountSchema),\n    ownersOverflow: z.number(),\n  }),\n  wonThisQuarter: z.object({\n    value: z.number(),\n    delta: deltaSchema,\n    dealsClosed: z.number(),\n    avgDeal: z.number(),\n  }),\n  winRate: z.object({\n    value: z.number(),\n    deltaPp: z.number(),\n    direction: z.enum(['up', 'down', 'unchanged']),\n    previousValue: z.number(),\n    series: z.array(winRatePointSchema),\n  }),\n})\n\nexport type DealsSummaryResponse = z.infer<typeof summaryResponseSchema>\n\nconst summaryErrorSchema = z.object({\n  error: z.string(),\n})\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  summary: 'Deals KPI summary',\n  methods: {\n    GET: {\n      summary: 'Pipeline KPI metrics with period-over-period deltas for the deals list',\n      description:\n        'Returns the four list-level KPI cards (pipeline value, active deals, won this quarter, win rate) with quarter-over-quarter deltas, per-stage open-pipeline breakdown, top owners, and a 6-month win-rate series. Values are converted to the tenant base currency where rates are available; partial conversions are disclosed via convertedAll/missingRateCurrencies.',\n      responses: [\n        { status: 200, description: 'Deals KPI summary payload', schema: summaryResponseSchema },\n      ],\n      errors: [\n        { status: 401, description: 'Unauthorized', schema: summaryErrorSchema },\n      ],\n    },\n  },\n}\n\nfunction toNumber(value: string | number | null | undefined): number {\n  const parsed = Number(value ?? 0)\n  return Number.isFinite(parsed) ? parsed : 0\n}\n\nfunction winRate(won: number, lost: number): number {\n  const denom = won + lost\n  if (denom <= 0) return 0\n  return Math.round((100 * won) / denom)\n}\n\nfunction sumsByCurrency(entries: Array<{ currency: string | null; total: number }>): CurrencySum[] {\n  const byCurrency = new Map<string, number>()\n  for (const entry of entries) {\n    const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n    if (!currency) continue\n    byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total)\n  }\n  return Array.from(byCurrency.entries()).map(([currency, total]) => ({ currency, total }))\n}\n\nexport async function GET(req: Request) {\n  const auth = await getAuthFromRequest(req)\n  if (!auth?.tenantId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n\n  const container = await createRequestContainer()\n  const em = container.resolve<CoreEntityManager>('em')\n\n  const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n  const effectiveTenantId = scope.tenantId ?? auth.tenantId\n  if (!effectiveTenantId) {\n    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })\n  }\n  const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId })\n\n  const today = new Date()\n  const currentQuarter = getQuarterWindow(today)\n  const previousQuarter = getPreviousQuarterWindow(today)\n  const trailingMonths = getTrailingMonths(today, TRAILING_MONTHS)\n  const seriesStart = trailingMonths[0]?.start ?? currentQuarter.start\n\n  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(\n    container,\n    effectiveTenantId,\n    orgFilterIds[0],\n  )\n\n  const { openRows, inflowRows, wonRows, winLossRows, seriesRows, overdueRows, openStuckIds } =\n    await loadDealsSummaryQueryRows({\n      em,\n      tenantId: effectiveTenantId,\n      organizationIds: orgFilterIds,\n      currentQuarter,\n      previousQuarter,\n      seriesStart,\n    })\n\n  const attentionIds = new Set<string>()\n  for (const row of overdueRows) attentionIds.add(row.id)\n  for (const id of openStuckIds) attentionIds.add(id)\n\n  // Reduce open rows: per-stage sums, distinct owners, owner counts, and a flat\n  // per-currency list for the converted pipeline total.\n  const stageMap = new Map<string, { stage: string | null; count: number; byCurrency: CurrencySum[] }>()\n  const openOwnerCounts = new Map<string, number>()\n  const openSums: Array<{ currency: string | null; total: number }> = []\n  for (const row of openRows) {\n    const stageKey = row.stage ?? '__null__'\n    const total = toNumber(row.total)\n    const count = toNumber(row.count)\n    const currency = (row.currency ?? '').toString().trim().toUpperCase()\n    if (!stageMap.has(stageKey)) {\n      stageMap.set(stageKey, { stage: row.stage ?? null, count: 0, byCurrency: [] })\n    }\n    const stageAgg = stageMap.get(stageKey)!\n    stageAgg.count += count\n    if (currency) stageAgg.byCurrency.push({ currency, total })\n    openSums.push({ currency, total })\n    if (row.owner_user_id) {\n      openOwnerCounts.set(row.owner_user_id, (openOwnerCounts.get(row.owner_user_id) ?? 0) + count)\n    }\n  }\n\n  // Collect every distinct non-base currency across all metrics and fetch rates ONCE.\n  const distinctCurrencies = new Set<string>()\n  const collect = (entries: Array<{ currency: string | null }>) => {\n    for (const entry of entries) {\n      const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n      if (currency && currency !== baseCurrencyCode) distinctCurrencies.add(currency)\n    }\n  }\n  collect(openSums)\n  collect(inflowRows)\n  collect(wonRows)\n\n  let rates = new Map<string, RateResult>()\n  if (baseCurrencyCode && distinctCurrencies.size > 0) {\n    const exchange = container.resolve('exchangeRateService') as ExchangeRateService | undefined\n    if (exchange) {\n      const pairs = Array.from(distinctCurrencies).map((code) => ({\n        fromCurrencyCode: code,\n        toCurrencyCode: baseCurrencyCode,\n      }))\n      try {\n        rates = await exchange.getRates({\n          pairs,\n          date: today,\n          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },\n          options: { maxDaysBack: 60, autoFetch: false },\n        })\n      } catch (err) {\n        logger.warn('exchange-rate lookup failed; falling back to per-currency totals', { component: 'deals.summary', err })\n      }\n    }\n  }\n\n  const missingRateCurrencies = new Set<string>()\n  const trackMissing = (missing: string[]) => {\n    for (const code of missing) missingRateCurrencies.add(code)\n  }\n  let convertedAll = true\n\n  // Degraded path: when there is no base currency, fall back to the dominant currency's\n  // raw sum so the cards still show a number (mirrors the aggregate route's disclosure).\n  const dominantCurrencyTotal = (entries: Array<{ currency: string | null; total: number }>): number => {\n    const byCurrency = new Map<string, number>()\n    for (const entry of entries) {\n      const currency = (entry.currency ?? '').toString().trim().toUpperCase()\n      if (!currency) continue\n      byCurrency.set(currency, (byCurrency.get(currency) ?? 0) + entry.total)\n    }\n    let best = 0\n    for (const total of byCurrency.values()) {\n      if (Math.abs(total) > Math.abs(best)) best = total\n    }\n    return Math.round(best)\n  }\n\n  const convert = (entries: Array<{ currency: string | null; total: number }>): number => {\n    if (!baseCurrencyCode) {\n      convertedAll = false\n      trackMissing(sumsByCurrency(entries).map((entry) => entry.currency))\n      return dominantCurrencyTotal(entries)\n    }\n    const result = convertSumsToBase(sumsByCurrency(entries), baseCurrencyCode, rates)\n    if (!result.convertedAll) convertedAll = false\n    trackMissing(result.missingRateCurrencies)\n    return result.total\n  }\n\n  // Pipeline value (open deals, converted) + per-stage converted breakdown.\n  const pipelineValueTotal = convert(openSums)\n  const stages = Array.from(stageMap.values()).map((stageAgg) => ({\n    stage: stageAgg.stage,\n    count: stageAgg.count,\n    value: convert(stageAgg.byCurrency),\n  }))\n\n  // Pipeline inflow delta (open value created this vs previous quarter).\n  const inflowCurrent = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })))\n  const inflowPrevious = convert(inflowRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })))\n  const pipelineDelta: Delta = computeDelta(inflowCurrent, inflowPrevious)\n\n  // Active deals: count of open deals, owners, need-attention, top owners.\n  const activeDealsCount = openRows.reduce((sum, row) => sum + toNumber(row.count), 0)\n  const ownersCount = openOwnerCounts.size\n  const inflowCurrentCount = inflowRows.reduce((sum, row) => sum + toNumber(row.current_count), 0)\n  const inflowPreviousCount = inflowRows.reduce((sum, row) => sum + toNumber(row.previous_count), 0)\n  const activeDelta: Delta = computeDelta(inflowCurrentCount, inflowPreviousCount)\n  const sortedOwners = Array.from(openOwnerCounts.entries())\n    .sort((a, b) => b[1] - a[1] || a[0].localeCompare(b[0]))\n  const owners = sortedOwners.slice(0, TOP_OWNERS).map(([id, count]) => ({ id, count }))\n  const ownersOverflow = Math.max(0, ownersCount - owners.length)\n\n  // Won this quarter.\n  const wonCurrent = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.current_total) })))\n  const wonPrevious = convert(wonRows.map((row) => ({ currency: row.currency, total: toNumber(row.previous_total) })))\n  const dealsClosed = wonRows.reduce((sum, row) => sum + toNumber(row.current_count), 0)\n  const wonDelta: Delta = computeDelta(wonCurrent, wonPrevious)\n  const avgDeal = dealsClosed > 0 ? Math.round(wonCurrent / dealsClosed) : 0\n\n  // Win rate (current + previous quarter) and pp delta.\n  const winLoss = winLossRows[0]\n  const currentWon = toNumber(winLoss?.current_won)\n  const currentLost = toNumber(winLoss?.current_lost)\n  const previousWon = toNumber(winLoss?.previous_won)\n  const previousLost = toNumber(winLoss?.previous_lost)\n  const winRateValue = winRate(currentWon, currentLost)\n  const winRatePrevious = winRate(previousWon, previousLost)\n  const deltaPp = winRateValue - winRatePrevious\n  const winRateDirection = deltaPp > 0 ? 'up' : deltaPp < 0 ? 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 }

package/dist/modules/customers/api/people/[id]/companies/enriched/route.js

@@ -22,6 +22,7 @@ import {
   filterActivePersonCompanyLinks,
   withActiveCustomerPersonCompanyLinkFilter
 } from "../../../../../lib/personCompanyLinkTable.js";
+import { isOpenDealStatus, isWonDealStatus } from "../../../../../lib/dealStatus.js";
 import { createLogger } from "@open-mercato/shared/lib/logger";
 const logger = createLogger("customers");
 const paramsSchema = z.object({
@@ -240,9 +241,9 @@ async function GET(req, ctx) {
       const roles = rolesByCompany.get(companyId) ?? [];
       const companyDealLinks = dealLinksByCompany.get(companyId) ?? [];
       const lastInteraction = lastInteractionByCompany.get(companyId) ?? null;
-      const activeDeals = companyDealLinks.map((dcl) => dcl.deal).filter((deal) => deal.status !== "win" && deal.status !== "loose" && !deal.deletedAt).sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime());
+      const activeDeals = companyDealLinks.map((dcl) => dcl.deal).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).filter((deal) => deal.status === "win" && !deal.deletedAt);
+      const wonDeals = companyDealLinks.map((dcl) => dcl.deal).filter((deal) => isWonDealStatus(deal.status) && !deal.deletedAt);
       let clv = null;
       if (wonDeals.length > 0) {
         const currencies = /* @__PURE__ */ new Map();

package/dist/modules/customers/api/people/[id]/companies/enriched/route.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../../src/modules/customers/api/people/%5Bid%5D/companies/enriched/route.ts"],
-  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { CrudHttpError, isCrudHttpError, notFound } from '@open-mercato/shared/lib/crud/errors'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'\nimport { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { findWithDecryption, findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { isOrganizationReadAccessAllowed } from '@open-mercato/core/modules/directory/utils/organizationScopeGuard'\nimport {\n  CustomerEntity,\n  CustomerCompanyProfile,\n  CustomerPersonCompanyLink,\n  CustomerAddress,\n  CustomerCompanyBilling,\n  CustomerPersonCompanyRole,\n  CustomerTagAssignment,\n  CustomerDealCompanyLink,\n  CustomerDeal,\n  CustomerInteraction,\n} from '../../../../../data/entities'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n} from '../../../../../lib/personCompanyLinkTable'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\nconst paramsSchema = z.object({\n  id: z.string().uuid(),\n})\n\nconst querySchema = z.object({\n  page: z.coerce.number().min(1).default(1),\n  pageSize: z.coerce.number().min(1).max(100).default(20),\n  search: z.string().optional(),\n  sort: z.enum(['name-asc', 'name-desc', 'recent']).default('name-asc'),\n})\n\nexport const metadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n}\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  methods: {\n    GET: {\n      summary: 'Get enriched company data for a person\\'s linked companies',\n      query: querySchema,\n      responses: [\n        {\n          status: 200,\n          description: 'Enriched company rows with profile, billing, tags, deals and more',\n          schema: z.object({\n            items: z.array(\n              z.object({\n                linkId: z.string().uuid(),\n                companyId: z.string().uuid(),\n                displayName: z.string(),\n                isPrimary: z.boolean(),\n                subtitle: z.string().nullable(),\n                profile: z\n                  .object({\n                    industry: z.string().nullable(),\n                    sizeBucket: z.string().nullable(),\n                    legalName: z.string().nullable(),\n                    domain: z.string().nullable(),\n                    websiteUrl: z.string().nullable(),\n                  })\n                  .nullable(),\n                billing: z\n                  .object({\n                    bankName: 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CustomerPersonCompanyLink,\n        linkWhere,\n        { populate: ['company'] },\n        entityScope,\n      ),\n    )\n\n    const companyIds = links.map((link) => (link.company as CustomerEntity).id)\n\n    if (companyIds.length === 0) {\n      return NextResponse.json({\n        items: [],\n        total: 0,\n        page: 1,\n        pageSize: query.pageSize,\n        totalPages: 1,\n      })\n    }\n\n    const tenantScope = { tenantId: auth.tenantId, organizationId: person.organizationId }\n    const [allProfiles, allAddresses, allBillings, allTagAssignments, allRoles, allDealLinks, allInteractions] =\n      await Promise.all([\n        findWithDecryption(em, CustomerCompanyProfile, { entity: { $in: companyIds }, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerAddress, { entity: { $in: companyIds }, isPrimary: true, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerCompanyBilling, { entity: { $in: companyIds }, 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string }).id, p]))\n    const addressByCompany = new Map(allAddresses.map((a) => [(a.entity as { id: string }).id, a]))\n    const billingByCompany = new Map(allBillings.map((b) => [(b.entity as { id: string }).id, b]))\n\n    const tagsByCompany = new Map<string, typeof allTagAssignments>()\n    for (const ta of allTagAssignments) {\n      const entityId = (ta.entity as { id: string }).id\n      const existing = tagsByCompany.get(entityId) ?? []\n      existing.push(ta)\n      tagsByCompany.set(entityId, existing)\n    }\n\n    const rolesByCompany = new Map<string, typeof allRoles>()\n    for (const role of allRoles) {\n      const entityId = (role.companyEntity as { id: string }).id\n      const existing = rolesByCompany.get(entityId) ?? []\n      existing.push(role)\n      rolesByCompany.set(entityId, existing)\n    }\n\n    const dealLinksByCompany = new Map<string, typeof allDealLinks>()\n    for (const dcl of allDealLinks) {\n      const entityId = (dcl.company as { id: string }).id\n      const existing = dealLinksByCompany.get(entityId) ?? []\n      existing.push(dcl)\n      dealLinksByCompany.set(entityId, existing)\n    }\n\n    const lastInteractionByCompany = new Map<string, CustomerInteraction>()\n    for (const interaction of allInteractions) {\n      const entityId = (interaction.entity as { id: string }).id\n      if (!lastInteractionByCompany.has(entityId)) {\n        lastInteractionByCompany.set(entityId, interaction)\n      }\n    }\n\n    const items = links.map((link) => {\n      const company = link.company as CustomerEntity\n      const companyId = company.id\n      const profile = profileByCompany.get(companyId) ?? null\n      const primaryAddress = addressByCompany.get(companyId) ?? null\n      const billing = billingByCompany.get(companyId) ?? null\n      const tagAssignments = tagsByCompany.get(companyId) ?? []\n      const roles = rolesByCompany.get(companyId) ?? []\n      const companyDealLinks = dealLinksByCompany.get(companyId) ?? []\n      const lastInteraction = lastInteractionByCompany.get(companyId) ?? null\n\n      const activeDeals = companyDealLinks\n        .map((dcl) => dcl.deal as CustomerDeal)\n        .filter((deal) => deal.status !== 'win' && deal.status !== 'loose' && !deal.deletedAt)\n        .sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime())\n      const activeDeal = activeDeals.length > 0 ? activeDeals[0] : null\n\n      const wonDeals = companyDealLinks\n        .map((dcl) => dcl.deal as CustomerDeal)\n        .filter((deal) => deal.status === 'win' && !deal.deletedAt)\n      let clv: { amount: number; currency: string } | null = null\n      if (wonDeals.length > 0) {\n        const currencies = new Map<string, number>()\n        for (const deal of wonDeals) {\n          if (deal.valueAmount) {\n            const currency = deal.valueCurrency ?? 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+  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { CrudHttpError, isCrudHttpError, notFound } from '@open-mercato/shared/lib/crud/errors'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'\nimport { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { findWithDecryption, findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { isOrganizationReadAccessAllowed } from '@open-mercato/core/modules/directory/utils/organizationScopeGuard'\nimport {\n  CustomerEntity,\n  CustomerCompanyProfile,\n  CustomerPersonCompanyLink,\n  CustomerAddress,\n  CustomerCompanyBilling,\n  CustomerPersonCompanyRole,\n  CustomerTagAssignment,\n  CustomerDealCompanyLink,\n  CustomerDeal,\n  CustomerInteraction,\n} from '../../../../../data/entities'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n} from '../../../../../lib/personCompanyLinkTable'\nimport { isOpenDealStatus, isWonDealStatus } from '../../../../../lib/dealStatus'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\nconst paramsSchema = z.object({\n  id: z.string().uuid(),\n})\n\nconst querySchema = z.object({\n  page: z.coerce.number().min(1).default(1),\n  pageSize: z.coerce.number().min(1).max(100).default(20),\n  search: z.string().optional(),\n  sort: z.enum(['name-asc', 'name-desc', 'recent']).default('name-asc'),\n})\n\nexport const metadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n}\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 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string | null | undefined, address: CustomerAddress | null): string | null {\n  const parts: string[] = []\n  if (industry) parts.push(industry)\n  if (address) {\n    const locationParts = [address.city, address.region].filter(Boolean)\n    if (locationParts.length > 0) parts.push(locationParts.join(', '))\n  }\n  return parts.length > 0 ? parts.join(' \u00B7 ') : null\n}\n\nfunction matchesSearch(item: Record<string, unknown>, query: string): boolean {\n  const normalized = query.trim().toLowerCase()\n  if (!normalized.length) return true\n  return [\n    typeof item.displayName === 'string' ? item.displayName : null,\n    typeof item.subtitle === 'string' ? item.subtitle : null,\n    typeof item.status === 'string' ? item.status : null,\n    typeof item.lifecycleStage === 'string' ? item.lifecycleStage : null,\n    typeof item.temperature === 'string' ? item.temperature : null,\n    typeof item.renewalQuarter === 'string' ? item.renewalQuarter : null,\n  ]\n    .filter((value): 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filterActivePersonCompanyLinks(\n      await findWithDecryption(\n        em,\n        CustomerPersonCompanyLink,\n        linkWhere,\n        { populate: ['company'] },\n        entityScope,\n      ),\n    )\n\n    const companyIds = links.map((link) => (link.company as CustomerEntity).id)\n\n    if (companyIds.length === 0) {\n      return NextResponse.json({\n        items: [],\n        total: 0,\n        page: 1,\n        pageSize: query.pageSize,\n        totalPages: 1,\n      })\n    }\n\n    const tenantScope = { tenantId: auth.tenantId, organizationId: person.organizationId }\n    const [allProfiles, allAddresses, allBillings, allTagAssignments, allRoles, allDealLinks, allInteractions] =\n      await Promise.all([\n        findWithDecryption(em, CustomerCompanyProfile, { entity: { $in: companyIds }, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerAddress, { entity: { $in: companyIds }, isPrimary: true, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerCompanyBilling, { entity: { $in: companyIds }, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerTagAssignment, { entity: { $in: companyIds }, ...tenantScope }, { populate: ['tag'] }, entityScope),\n        findWithDecryption(em, CustomerPersonCompanyRole, { personEntity: person, companyEntity: { $in: companyIds }, ...tenantScope }, {}, entityScope),\n        // CustomerDealCompanyLink is a pure junction table without tenantId/organizationId columns;\n        // scoping flows transitively through the already-tenant-scoped `company` filter.\n        findWithDecryption(em, CustomerDealCompanyLink, { company: { $in: companyIds } }, { populate: ['deal'] }, entityScope),\n        findWithDecryption(em, CustomerInteraction, {\n          entity: { $in: companyIds },\n          occurredAt: { $ne: null },\n          deletedAt: null,\n          ...tenantScope,\n        }, { orderBy: { occurredAt: 'DESC' } }, entityScope),\n      ])\n\n    const profileByCompany = new Map(allProfiles.map((p) => [(p.entity as { id: string }).id, p]))\n    const addressByCompany = new Map(allAddresses.map((a) => [(a.entity as { id: string }).id, a]))\n    const billingByCompany = new Map(allBillings.map((b) => [(b.entity as { id: string }).id, b]))\n\n    const tagsByCompany = new Map<string, typeof allTagAssignments>()\n    for (const ta of allTagAssignments) {\n      const entityId = (ta.entity as { id: string }).id\n      const existing = tagsByCompany.get(entityId) ?? []\n      existing.push(ta)\n      tagsByCompany.set(entityId, existing)\n    }\n\n    const rolesByCompany = new Map<string, typeof allRoles>()\n    for (const role of allRoles) {\n      const entityId = (role.companyEntity as { id: string }).id\n      const existing = rolesByCompany.get(entityId) ?? []\n      existing.push(role)\n      rolesByCompany.set(entityId, existing)\n    }\n\n    const dealLinksByCompany = new Map<string, typeof allDealLinks>()\n    for (const dcl of allDealLinks) {\n      const entityId = (dcl.company as { id: string }).id\n      const existing = dealLinksByCompany.get(entityId) ?? []\n      existing.push(dcl)\n      dealLinksByCompany.set(entityId, existing)\n    }\n\n    const lastInteractionByCompany = new Map<string, CustomerInteraction>()\n    for (const interaction of allInteractions) {\n      const entityId = (interaction.entity as { id: string }).id\n      if (!lastInteractionByCompany.has(entityId)) {\n        lastInteractionByCompany.set(entityId, interaction)\n      }\n    }\n\n    const items = links.map((link) => {\n      const company = link.company as CustomerEntity\n      const companyId = company.id\n      const profile = profileByCompany.get(companyId) ?? null\n      const primaryAddress = addressByCompany.get(companyId) ?? null\n      const billing = billingByCompany.get(companyId) ?? null\n      const tagAssignments = tagsByCompany.get(companyId) ?? []\n      const roles = rolesByCompany.get(companyId) ?? []\n      const companyDealLinks = dealLinksByCompany.get(companyId) ?? 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'USD'\n            currencies.set(currency, (currencies.get(currency) ?? 0) + parseFloat(deal.valueAmount))\n          }\n        }\n        if (currencies.size > 0) {\n          const [currency, amount] = currencies.entries().next().value!\n          clv = { amount, currency }\n        }\n      }\n\n      return {\n        linkId: link.id,\n        companyId,\n        displayName: company.displayName,\n        isPrimary: Boolean(link.isPrimary),\n        subtitle: buildSubtitle(profile?.industry, primaryAddress),\n        profile: profile\n          ? {\n              industry: profile.industry ?? null,\n              sizeBucket: profile.sizeBucket ?? null,\n              legalName: profile.legalName ?? null,\n              domain: profile.domain ?? null,\n              websiteUrl: profile.websiteUrl ?? null,\n            }\n          : null,\n        billing: billing\n          ? {\n              bankName: billing.bankName ?? null,\n              bankAccountMasked: billing.bankAccountMasked ?? null,\n              paymentTerms: billing.paymentTerms ?? null,\n              preferredCurrency: billing.preferredCurrency ?? null,\n            }\n          : null,\n        primaryAddress: primaryAddress ? { formatted: formatAddress(primaryAddress) } : null,\n        tags: tagAssignments.map((ta) => {\n          const tag = ta.tag as { id: string; label: string; color?: string | null }\n          return {\n            id: tag.id,\n            label: tag.label,\n            color: tag.color ?? null,\n          }\n        }),\n        roles: roles.map((r) => ({ id: r.id, roleValue: r.roleValue })),\n        activeDeal: activeDeal\n          ? {\n              title: activeDeal.title,\n              valueAmount: activeDeal.valueAmount ?? null,\n              valueCurrency: activeDeal.valueCurrency ?? null,\n            }\n          : null,\n        lastContactAt: lastInteraction?.occurredAt?.toISOString() ?? null,\n        clv,\n        status: company.status ?? null,\n        lifecycleStage: company.lifecycleStage ?? null,\n        temperature: company.temperature ?? null,\n        renewalQuarter: company.renewalQuarter ?? null,\n      }\n    })\n\n    const filteredItems = query.search?.trim().length\n      ? items.filter((item) => matchesSearch(item as Record<string, unknown>, query.search ?? 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   "names": []
 }

package/dist/modules/customers/api/utils.js

@@ -1,7 +1,6 @@
 import { createScopedApiHelpers } from "@open-mercato/shared/lib/api/scoped";
 import { sql } from "kysely";
-import { resolveSearchConfig } from "@open-mercato/shared/lib/search/config";
-import { tokenizeText } from "@open-mercato/shared/lib/search/tokenize";
+import { findEntityIdsBySearchTokensCompat } from "@open-mercato/shared/lib/search/tokenLookup";
 import { SortDir } from "@open-mercato/shared/lib/query/types";
 const { withScopedPayload, parseScopedCommandInput } = createScopedApiHelpers({
   messages: {
@@ -65,23 +64,18 @@ async function findSearchTokenEntityIds({
   fields,
   query
 }) {
-  const trimmed = query.trim();
-  if (!trimmed) return null;
-  const tokens = tokenizeText(trimmed, resolveSearchConfig());
-  if (!tokens.hashes.length) return [];
   const em = ctx.container.resolve("em");
-  const db = em.getKysely();
-  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`count(distinct token_hash) >= ${tokens.hashes.length}`);
-  if (ctx.auth?.tenantId !== void 0) {
-    searchQuery = searchQuery.where(sql`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();
-  return rows.map((row) => typeof row.entity_id === "string" ? row.entity_id : null).filter((id) => typeof id === "string" && id.length > 0);
+  return findEntityIdsBySearchTokensCompat({
+    db: em.getKysely(),
+    entityType,
+    query,
+    fields,
+    scope: {
+      tenantId: ctx.auth?.tenantId !== void 0 ? ctx.auth?.tenantId ?? null : void 0,
+      organizationId: ctx.selectedOrganizationId ?? void 0,
+      organizationIds: ctx.organizationIds
+    }
+  });
 }
 async function mapScopedEntityIds({
   ctx,
@@ -189,9 +183,9 @@ async function findMatchingEntityIdsWithQueryEngine({
   const qe = ctx.container.resolve("queryEngine");
   const ids = /* @__PURE__ */ new Set();
   const pageSize = 100;
+  const maxPages = 1e3;
   let page = 1;
-  let total = 0;
-  do {
+  for (; ; ) {
     const result = await qe.query(entityId, {
       fields: ["id"],
       filters,
@@ -203,16 +197,19 @@ async function findMatchingEntityIdsWithQueryEngine({
       customFieldSources,
       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.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);
 }
 export {