@open-mercato/core 0.6.8-develop.7072.1.19c2a8bbe0 → 0.6.8-develop.7077.1.94f1126c13

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/customers/api/deals/aggregate/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 { resolveDealsOrganizationIds } from '../../../lib/dealsOrganizationScope'\nimport { resolveOptionalBaseCurrencyCode } from '../../../lib/optionalBaseCurrency'\nimport type { ExchangeRateService } from '@open-mercato/core/modules/currencies/services/exchangeRateService'\nimport { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport type { CrudCtx } from '@open-mercato/shared/lib/crud/factory'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { fetchStuckDealIds } from '../../../lib/stuckDeals'\nimport { findMatchingEntityIdsBySearchTokensAcrossSources } from '../../utils'\nimport { E } from '#generated/entities.ids.generated'\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 querySchema = z.object({\n  pipelineId: z.string().uuid().optional(),\n  search: z.string().optional(),\n  status: z.array(z.enum(['open', 'closed', 'win', 'loose'])).optional(),\n  ownerUserId: z.array(z.string().uuid()).optional(),\n  personId: z.array(z.string().uuid()).optional(),\n  companyId: z.array(z.string().uuid()).optional(),\n  isStuck: z.preprocess((value) => {\n    const parsed = parseBooleanFromUnknown(value)\n    return parsed === null ? value : parsed\n  }, z.boolean()).optional(),\n  isOverdue: z.preprocess((value) => {\n    const parsed = parseBooleanFromUnknown(value)\n    return parsed === null ? value : parsed\n  }, z.boolean()).optional(),\n  expectedCloseAtFrom: z.string().optional(),\n  expectedCloseAtTo: z.string().optional(),\n})\n\ntype StageBreakdownByCurrency = {\n  currency: string\n  total: number\n  count: number\n}\n\ntype StageAggregate = {\n  stageId: string\n  count: number\n  openCount: number\n  totalInBaseCurrency: number\n  byCurrency: StageBreakdownByCurrency[]\n  /**\n   * `true` when every currency present in `byCurrency` was either the base currency or\n   * had a usable exchange rate at request time. `false` when at least one currency in\n   * `byCurrency` could not be resolved to base \u2014 the lane header should surface a\n   * \"partial\" indicator in that case so the converted total isn't read as authoritative.\n   */\n  convertedAll: boolean\n  /**\n   * Currencies present in `byCurrency` that had NO exchange rate to the base currency.\n   * Empty when conversion was complete or there is no base currency configured. The\n   * client uses this to disclose which slice of the value is excluded from `totalInBaseCurrency`.\n   */\n  missingRateCurrencies: string[]\n}\n\ntype AggregateResponse = {\n  baseCurrencyCode: string | null\n  perStage: StageAggregate[]\n}\n\nconst stageBreakdownByCurrencySchema = z.object({\n  currency: z.string(),\n  total: z.number(),\n  count: z.number(),\n})\n\nconst stageAggregateSchema = z.object({\n  stageId: z.string(),\n  count: z.number(),\n  openCount: z.number(),\n  totalInBaseCurrency: z.number(),\n  byCurrency: z.array(stageBreakdownByCurrencySchema),\n  convertedAll: z.boolean(),\n  missingRateCurrencies: z.array(z.string()),\n})\n\nconst aggregateResponseSchema = z.object({\n  baseCurrencyCode: z.string().nullable(),\n  perStage: z.array(stageAggregateSchema),\n})\n\nconst aggregateErrorSchema = z.object({\n  error: z.string(),\n})\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  summary: 'Deals aggregate per pipeline stage',\n  methods: {\n    GET: {\n      summary: 'Per-stage counts and currency totals for kanban lane headers',\n      description:\n        'Returns per-stage counts and totals for deals, with values converted to the tenant base currency where rates are available. Used to power kanban lane headers without loading every deal.',\n      query: querySchema,\n      responses: [\n        { status: 200, description: 'Per-stage aggregate payload', schema: aggregateResponseSchema },\n      ],\n      errors: [\n        { status: 400, description: 'Invalid query parameters', schema: aggregateErrorSchema },\n        { status: 401, description: 'Unauthorized', schema: aggregateErrorSchema },\n      ],\n    },\n  },\n}\n\nfunction readArrayParam(searchParams: URLSearchParams, key: string): string[] | null {\n  const all = searchParams.getAll(key)\n  if (!all.length) return null\n  const flat = all.flatMap((v) => v.split(','))\n  const trimmed = flat.map((s) => s.trim()).filter(Boolean)\n  return trimmed.length ? trimmed : null\n}\n\nfunction restrictToIds(where: string[], values: Array<string | number | null>, ids: string[]) {\n  if (ids.length === 0) {\n    where.push('id = ?')\n    values.push('00000000-0000-0000-0000-000000000000')\n    return\n  }\n  const placeholders = ids.map(() => '?').join(',')\n  where.push(`id IN (${placeholders})`)\n  values.push(...ids)\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 url = new URL(req.url)\n  const params = url.searchParams\n  const parsed = querySchema.safeParse({\n    pipelineId: params.get('pipelineId') ?? undefined,\n    search: params.get('search') ?? undefined,\n    status: readArrayParam(params, 'status') ?? undefined,\n    ownerUserId: readArrayParam(params, 'ownerUserId') ?? undefined,\n    personId: readArrayParam(params, 'personId') ?? undefined,\n    companyId: readArrayParam(params, 'companyId') ?? undefined,\n    isStuck: params.get('isStuck') ?? undefined,\n    isOverdue: params.get('isOverdue') ?? undefined,\n    expectedCloseAtFrom: params.get('expectedCloseAtFrom') ?? undefined,\n    expectedCloseAtTo: params.get('expectedCloseAtTo') ?? undefined,\n  })\n  if (!parsed.success) {\n    return NextResponse.json({ error: 'Invalid query parameters' }, { status: 400 })\n  }\n\n  const container = await createRequestContainer()\n  const em = container.resolve<CoreEntityManager>('em')\n\n  // Resolve organization scope from the request so multi-org operators can aggregate\n  // deals for any org their RBAC scope permits (matching the deal detail route at\n  // [id]/route.ts:360). Falls back to `auth.orgId` when no scope cookie is set or\n  // when rbacService cannot be resolved (e.g. in unit tests with a minimal container).\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  // Raw SQL is used here intentionally \u2014 the route only projects non-encrypted columns\n  // (`pipeline_stage_id`, `value_amount`, `value_currency`, `status`, plus filters). It\n  // avoids the per-row decryption cost that would be paid by `findWithDecryption` for an\n  // aggregate that never reads `title`/`description`. The search path still relies on\n  // the token index above to find matching deals when encrypted columns are involved.\n  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(\n    container,\n    effectiveTenantId,\n    orgFilterIds[0],\n  )\n\n  // Build WHERE clause shared between count + sum queries\n  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')\n  const where: string[] = [\n    'tenant_id = ?',\n    `organization_id IN (${orgPlaceholders})`,\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]\n\n  if (parsed.data.pipelineId) {\n    where.push('pipeline_id = ?')\n    values.push(parsed.data.pipelineId)\n  }\n  const search = parsed.data.search?.trim()\n  if (search) {\n    const searchCtx: CrudCtx = {\n      container,\n      auth,\n      organizationScope: scope,\n      selectedOrganizationId: orgFilterIds[0],\n      organizationIds: orgFilterIds,\n      request: req,\n    }\n    const matchingIds = await findMatchingEntityIdsBySearchTokensAcrossSources({\n      ctx: searchCtx,\n      query: search,\n      sources: [\n        {\n          entityType: E.customers.customer_deal,\n          fields: [\n            'title',\n            'description',\n            'status',\n            'pipeline_stage',\n            'source',\n            'value_amount',\n            'value_currency',\n            'cf:competitive_risk',\n            'cf:implementation_complexity',\n          ],\n        },\n      ],\n    })\n    if (matchingIds !== null && matchingIds.length > 0) {\n      restrictToIds(where, values, matchingIds)\n    } else if (isTenantDataEncryptionEnabled()) {\n      // `customers:customer_deal.title` and `.description` are declared in\n      // `encryption.ts` as encrypted columns. A raw `ILIKE` over the ciphertext would\n      // silently match nothing on encrypted tenants and produce misleading lane totals,\n      // so we collapse the result to zero rows instead \u2014 consistent with the list\n      // endpoint's behavior when the token index has nothing to offer.\n      restrictToIds(where, values, [])\n    } else {\n      const searchPattern = `%${escapeLikePattern(search)}%`\n      where.push(\"(title ILIKE ? ESCAPE '\\\\' OR description ILIKE ? ESCAPE '\\\\')\")\n      values.push(searchPattern, searchPattern)\n    }\n  }\n  if (parsed.data.status && parsed.data.status.length) {\n    const placeholders = parsed.data.status.map(() => '?').join(',')\n    where.push(`status IN (${placeholders})`)\n    values.push(...parsed.data.status)\n  }\n  if (parsed.data.ownerUserId && parsed.data.ownerUserId.length) {\n    const placeholders = parsed.data.ownerUserId.map(() => '?').join(',')\n    where.push(`owner_user_id IN (${placeholders})`)\n    values.push(...parsed.data.ownerUserId)\n  }\n  if (parsed.data.expectedCloseAtFrom) {\n    where.push('expected_close_at >= ?')\n    values.push(parsed.data.expectedCloseAtFrom)\n  }\n  if (parsed.data.expectedCloseAtTo) {\n    where.push('expected_close_at <= ?')\n    values.push(parsed.data.expectedCloseAtTo)\n  }\n  if (parsed.data.isOverdue) {\n    where.push(\"expected_close_at < CURRENT_DATE AND status = 'open'\")\n  }\n  if (parsed.data.isStuck) {\n    // Reuse the list endpoint's stuck-deal lookup so kanban headers, lane counts, and the\n    // cards rendered inside each lane agree on the same definition of \"stuck\". Empty result\n    // \u2192 narrow to a sentinel UUID so the WHERE clause collapses to zero rows.\n    const stuckIds = await fetchStuckDealIds(em as unknown as PgEntityManager, orgFilterIds[0], effectiveTenantId)\n    restrictToIds(where, values, stuckIds)\n  }\n  if (parsed.data.personId && parsed.data.personId.length) {\n    const placeholders = parsed.data.personId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.personId)\n  }\n  if (parsed.data.companyId && parsed.data.companyId.length) {\n    const placeholders = parsed.data.companyId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.companyId)\n  }\n\n  const whereSql = where.join(' AND ')\n\n  // Aggregate by (stage, currency). Treat null stage as the literal `__unassigned`.\n  const rows = await em.getConnection().execute<\n    Array<{\n      stage_id: string | null\n      currency: string | null\n      total: string | number | null\n      count: string | number\n      open_count: string | number\n    }>\n  >(\n    `SELECT\n        pipeline_stage_id AS stage_id,\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount), 0) AS total,\n        COUNT(*) AS count,\n        COUNT(*) FILTER (WHERE status = 'open') AS open_count\n      FROM customer_deals\n      WHERE ${whereSql}\n      GROUP BY pipeline_stage_id, UPPER(COALESCE(value_currency, ''))`,\n    values,\n  )\n\n  // Reduce to per-stage aggregates\n  const stageMap = new Map<string, StageAggregate>()\n  for (const row of rows) {\n    const stageId = row.stage_id ?? '__unassigned'\n    const total = Number(row.total ?? 0)\n    const count = Number(row.count ?? 0)\n    const openCount = Number(row.open_count ?? 0)\n    const currency = (row.currency ?? '').toString().trim()\n\n    if (!stageMap.has(stageId)) {\n      stageMap.set(stageId, {\n        stageId,\n        count: 0,\n        openCount: 0,\n        totalInBaseCurrency: 0,\n        byCurrency: [],\n        convertedAll: true,\n        missingRateCurrencies: [],\n      })\n    }\n    const agg = stageMap.get(stageId)!\n    agg.count += count\n    agg.openCount += openCount\n    // Include any row that has a real currency code, even when its summed amount is\n    // zero \u2014 `byCurrency` should agree with `count` so the per-currency breakdown\n    // doesn't silently drop deals whose amount happens to be zero. Rows with no\n    // currency code at all still get folded into the stage totals via `count`.\n    if (currency.length > 0) {\n      agg.byCurrency.push({ currency, total, count })\n    }\n  }\n\n  // Convert to base currency where possible\n  if (baseCurrencyCode) {\n    const exchange = container.resolve('exchangeRateService') as ExchangeRateService | undefined\n    const today = new Date()\n    const distinctCurrencies = new Set<string>()\n    for (const agg of stageMap.values()) {\n      for (const row of agg.byCurrency) {\n        if (row.currency && row.currency !== baseCurrencyCode) {\n          distinctCurrencies.add(row.currency)\n        }\n      }\n    }\n\n    const rateCache = new Map<string, number>()\n    if (exchange && distinctCurrencies.size > 0) {\n      const pairs = Array.from(distinctCurrencies).map((c) => ({\n        fromCurrencyCode: c,\n        toCurrencyCode: baseCurrencyCode,\n      }))\n      try {\n        const results = await exchange.getRates({\n          pairs,\n          date: today,\n          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },\n          options: { maxDaysBack: 60, autoFetch: false },\n        })\n        for (const [key, rateResult] of results) {\n          if (rateResult.rates.length > 0) {\n            // Pick the first matching rate (sources are equivalent for display purposes)\n            const rate = Number(rateResult.rates[0].rate)\n            if (Number.isFinite(rate) && rate > 0) {\n              rateCache.set(key, rate)\n            }\n          }\n        }\n      } catch (err) {\n        // Swallow \u2014 partial totals are still useful and we'll fall back to currency-native\n        // sums. Logging at warn level so operators can correlate missing-rate disclosures in\n        // the UI (`convertedAll: false` / `missingRateCurrencies`) with the underlying error.\n        logger.warn('exchange-rate lookup failed; falling back to per-currency totals', { component: 'deals.aggregate', err })\n      }\n    }\n\n    for (const agg of stageMap.values()) {\n      let totalBase = 0\n      let convertedAll = true\n      const missingRateCurrencies: string[] = []\n      for (const row of agg.byCurrency) {\n        if (!row.currency) continue\n        if (row.currency === baseCurrencyCode) {\n          totalBase += row.total\n          continue\n        }\n        const key = `${row.currency}/${baseCurrencyCode}`\n        const rate = rateCache.get(key)\n        if (rate !== undefined) {\n          totalBase += row.total * rate\n        } else {\n          convertedAll = false\n          if (!missingRateCurrencies.includes(row.currency)) {\n            missingRateCurrencies.push(row.currency)\n          }\n        }\n      }\n      // Even when some rates are missing, totalInBaseCurrency reflects the converted slice.\n      // `convertedAll`/`missingRateCurrencies` let the client distinguish a complete\n      // conversion from a partial one and disclose which currencies were excluded.\n      agg.totalInBaseCurrency = Math.round(totalBase)\n      agg.convertedAll = convertedAll\n      agg.missingRateCurrencies = missingRateCurrencies\n    }\n  } else {\n    // No base currency configured for the tenant \u2014 surface this by marking every stage as\n    // \"not converted\" with all currencies flagged as missing rates. This way the client UI\n    // can fall back to a per-currency breakdown without trying to render a board total.\n    for (const agg of stageMap.values()) {\n      const present = agg.byCurrency.map((row) => row.currency).filter((c): c is string => !!c)\n      if (present.length > 0) {\n        agg.convertedAll = false\n        agg.missingRateCurrencies = Array.from(new Set(present))\n      }\n    }\n  }\n\n  // Sort byCurrency rows by total descending for stable display\n  for (const agg of stageMap.values()) {\n    agg.byCurrency.sort((a, b) => b.total - a.total)\n  }\n\n  const response: AggregateResponse = {\n    baseCurrencyCode,\n    perStage: Array.from(stageMap.values()),\n  }\n\n  return NextResponse.json(response)\n}\n"],
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Used to power kanban lane headers without loading every deal.',\n      query: querySchema,\n      responses: [\n        { status: 200, description: 'Per-stage aggregate payload', schema: aggregateResponseSchema },\n      ],\n      errors: [\n        { status: 400, description: 'Invalid query parameters', schema: aggregateErrorSchema },\n        { status: 401, description: 'Unauthorized', schema: aggregateErrorSchema },\n      ],\n    },\n  },\n}\n\nfunction readArrayParam(searchParams: URLSearchParams, key: string): string[] | null {\n  const all = searchParams.getAll(key)\n  if (!all.length) return null\n  const flat = all.flatMap((v) => v.split(','))\n  const trimmed = flat.map((s) => s.trim()).filter(Boolean)\n  return trimmed.length ? trimmed : null\n}\n\nfunction restrictToIds(where: string[], values: Array<string | number | null>, ids: string[]) {\n  if (ids.length === 0) {\n    where.push('id = ?')\n    values.push('00000000-0000-0000-0000-000000000000')\n    return\n  }\n  const placeholders = ids.map(() => '?').join(',')\n  where.push(`id IN (${placeholders})`)\n  values.push(...ids)\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 url = new URL(req.url)\n  const params = url.searchParams\n  const parsed = querySchema.safeParse({\n    pipelineId: params.get('pipelineId') ?? undefined,\n    search: params.get('search') ?? undefined,\n    status: readArrayParam(params, 'status') ?? undefined,\n    ownerUserId: readArrayParam(params, 'ownerUserId') ?? undefined,\n    personId: readArrayParam(params, 'personId') ?? undefined,\n    companyId: readArrayParam(params, 'companyId') ?? undefined,\n    isStuck: params.get('isStuck') ?? undefined,\n    isOverdue: params.get('isOverdue') ?? undefined,\n    expectedCloseAtFrom: params.get('expectedCloseAtFrom') ?? undefined,\n    expectedCloseAtTo: params.get('expectedCloseAtTo') ?? undefined,\n  })\n  if (!parsed.success) {\n    return NextResponse.json({ error: 'Invalid query parameters' }, { status: 400 })\n  }\n\n  const container = await createRequestContainer()\n  const em = container.resolve<CoreEntityManager>('em')\n\n  // Resolve organization scope from the request so multi-org operators can aggregate\n  // deals for any org their RBAC scope permits (matching the deal detail route at\n  // [id]/route.ts:360). Falls back to `auth.orgId` when no scope cookie is set or\n  // when rbacService cannot be resolved (e.g. in unit tests with a minimal container).\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  // Raw SQL is used here intentionally \u2014 the route only projects non-encrypted columns\n  // (`pipeline_stage_id`, `value_amount`, `value_currency`, `status`, plus filters). It\n  // avoids the per-row decryption cost that would be paid by `findWithDecryption` for an\n  // aggregate that never reads `title`/`description`. The search path still relies on\n  // the token index above to find matching deals when encrypted columns are involved.\n  const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(\n    container,\n    effectiveTenantId,\n    orgFilterIds[0],\n  )\n\n  // Build WHERE clause shared between count + sum queries\n  const orgPlaceholders = orgFilterIds.map(() => '?').join(',')\n  const where: string[] = [\n    'tenant_id = ?',\n    `organization_id IN (${orgPlaceholders})`,\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number | null> = [effectiveTenantId, ...orgFilterIds]\n\n  if (parsed.data.pipelineId) {\n    where.push('pipeline_id = ?')\n    values.push(parsed.data.pipelineId)\n  }\n  const search = parsed.data.search?.trim()\n  if (search) {\n    const searchCtx: CrudCtx = {\n      container,\n      auth,\n      organizationScope: scope,\n      selectedOrganizationId: orgFilterIds[0],\n      organizationIds: orgFilterIds,\n      request: req,\n    }\n    const matchingIds = await findMatchingEntityIdsBySearchTokensAcrossSources({\n      ctx: searchCtx,\n      query: search,\n      sources: [\n        {\n          entityType: E.customers.customer_deal,\n          fields: [\n            'title',\n            'description',\n            'status',\n            'pipeline_stage',\n            'source',\n            'value_amount',\n            'value_currency',\n            'cf:competitive_risk',\n            'cf:implementation_complexity',\n          ],\n        },\n      ],\n    })\n    if (matchingIds !== null && matchingIds.length > 0) {\n      restrictToIds(where, values, matchingIds)\n    } else if (isTenantDataEncryptionEnabled()) {\n      // `customers:customer_deal.title` and `.description` are declared in\n      // `encryption.ts` as encrypted columns. A raw `ILIKE` over the ciphertext would\n      // silently match nothing on encrypted tenants and produce misleading lane totals,\n      // so we collapse the result to zero rows instead \u2014 consistent with the list\n      // endpoint's behavior when the token index has nothing to offer.\n      restrictToIds(where, values, [])\n    } else {\n      const searchPattern = `%${escapeLikePattern(search)}%`\n      where.push(\"(title ILIKE ? ESCAPE '\\\\' OR description ILIKE ? ESCAPE '\\\\')\")\n      values.push(searchPattern, searchPattern)\n    }\n  }\n  if (parsed.data.status && parsed.data.status.length) {\n    // Non-empty input always expands to a non-empty set, so this always narrows.\n    const expandedStatuses = expandDealStatusAliases(parsed.data.status)\n    const placeholders = expandedStatuses.map(() => '?').join(',')\n    where.push(`status IN (${placeholders})`)\n    values.push(...expandedStatuses)\n  }\n  if (parsed.data.ownerUserId && parsed.data.ownerUserId.length) {\n    const placeholders = parsed.data.ownerUserId.map(() => '?').join(',')\n    where.push(`owner_user_id IN (${placeholders})`)\n    values.push(...parsed.data.ownerUserId)\n  }\n  if (parsed.data.expectedCloseAtFrom) {\n    where.push('expected_close_at >= ?')\n    values.push(parsed.data.expectedCloseAtFrom)\n  }\n  if (parsed.data.expectedCloseAtTo) {\n    where.push('expected_close_at <= ?')\n    values.push(parsed.data.expectedCloseAtTo)\n  }\n  if (parsed.data.isOverdue) {\n    // Mirror the list route's precedence: the caller-supplied status filter wins, and\n    // status='open' is injected only when none was provided.\n    const hasCallerStatus = !!parsed.data.status?.length\n    if (hasCallerStatus) {\n      where.push('expected_close_at < CURRENT_DATE')\n    } else {\n      where.push(\"expected_close_at < CURRENT_DATE AND status = 'open'\")\n    }\n  }\n  if (parsed.data.isStuck) {\n    // Reuse the list endpoint's stuck-deal lookup so kanban headers, lane counts, and the\n    // cards rendered inside each lane agree on the same definition of \"stuck\". Empty result\n    // \u2192 narrow to a sentinel UUID so the WHERE clause collapses to zero rows.\n    const stuckIds = await fetchStuckDealIds(em as unknown as PgEntityManager, orgFilterIds[0], effectiveTenantId)\n    restrictToIds(where, values, stuckIds)\n  }\n  if (parsed.data.personId && parsed.data.personId.length) {\n    const placeholders = parsed.data.personId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.personId)\n  }\n  if (parsed.data.companyId && parsed.data.companyId.length) {\n    const placeholders = parsed.data.companyId.map(() => '?').join(',')\n    where.push(`EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`)\n    values.push(...parsed.data.companyId)\n  }\n\n  const whereSql = where.join(' AND ')\n\n  // Aggregate by (stage, currency). Treat null stage as the literal `__unassigned`.\n  const rows = await em.getConnection().execute<\n    Array<{\n      stage_id: string | null\n      currency: string | null\n      total: string | number | null\n      count: string | number\n      open_count: string | number\n    }>\n  >(\n    `SELECT\n        pipeline_stage_id AS stage_id,\n        UPPER(COALESCE(value_currency, '')) AS currency,\n        COALESCE(SUM(value_amount), 0) AS total,\n        COUNT(*) AS count,\n        COUNT(*) FILTER (WHERE status = 'open') AS open_count\n      FROM customer_deals\n      WHERE ${whereSql}\n      GROUP BY pipeline_stage_id, UPPER(COALESCE(value_currency, ''))`,\n    values,\n  )\n\n  // Reduce to per-stage aggregates\n  const stageMap = new Map<string, StageAggregate>()\n  for (const row of rows) {\n    const stageId = row.stage_id ?? '__unassigned'\n    const total = Number(row.total ?? 0)\n    const count = Number(row.count ?? 0)\n    const openCount = Number(row.open_count ?? 0)\n    const currency = (row.currency ?? '').toString().trim()\n\n    if (!stageMap.has(stageId)) {\n      stageMap.set(stageId, {\n        stageId,\n        count: 0,\n        openCount: 0,\n        totalInBaseCurrency: 0,\n        byCurrency: [],\n        convertedAll: true,\n        missingRateCurrencies: [],\n      })\n    }\n    const agg = stageMap.get(stageId)!\n    agg.count += count\n    agg.openCount += openCount\n    // Include any row that has a real currency code, even when its summed amount is\n    // zero \u2014 `byCurrency` should agree with `count` so the per-currency breakdown\n    // doesn't silently drop deals whose amount happens to be zero. Rows with no\n    // currency code at all still get folded into the stage totals via `count`.\n    if (currency.length > 0) {\n      agg.byCurrency.push({ currency, total, count })\n    }\n  }\n\n  // Convert to base currency where possible\n  if (baseCurrencyCode) {\n    const exchange = container.resolve('exchangeRateService') as ExchangeRateService | undefined\n    const today = new Date()\n    const distinctCurrencies = new Set<string>()\n    for (const agg of stageMap.values()) {\n      for (const row of agg.byCurrency) {\n        if (row.currency && row.currency !== baseCurrencyCode) {\n          distinctCurrencies.add(row.currency)\n        }\n      }\n    }\n\n    const rateCache = new Map<string, number>()\n    if (exchange && distinctCurrencies.size > 0) {\n      const pairs = Array.from(distinctCurrencies).map((c) => ({\n        fromCurrencyCode: c,\n        toCurrencyCode: baseCurrencyCode,\n      }))\n      try {\n        const results = await exchange.getRates({\n          pairs,\n          date: today,\n          scope: { tenantId: effectiveTenantId, organizationId: orgFilterIds[0] },\n          options: { maxDaysBack: 60, autoFetch: false },\n        })\n        for (const [key, rateResult] of results) {\n          if (rateResult.rates.length > 0) {\n            // Pick the first matching rate (sources are equivalent for display purposes)\n            const rate = Number(rateResult.rates[0].rate)\n            if (Number.isFinite(rate) && rate > 0) {\n              rateCache.set(key, rate)\n            }\n          }\n        }\n      } catch (err) {\n        // Swallow \u2014 partial totals are still useful and we'll fall back to currency-native\n        // sums. Logging at warn level so operators can correlate missing-rate disclosures in\n        // the UI (`convertedAll: false` / `missingRateCurrencies`) with the underlying error.\n        logger.warn('exchange-rate lookup failed; falling back to per-currency totals', { component: 'deals.aggregate', err })\n      }\n    }\n\n    for (const agg of stageMap.values()) {\n      let totalBase = 0\n      let convertedAll = true\n      const missingRateCurrencies: string[] = []\n      for (const row of agg.byCurrency) {\n        if (!row.currency) continue\n        if (row.currency === baseCurrencyCode) {\n          totalBase += row.total\n          continue\n        }\n        const key = `${row.currency}/${baseCurrencyCode}`\n        const rate = rateCache.get(key)\n        if (rate !== undefined) {\n          totalBase += row.total * rate\n        } else {\n          convertedAll = false\n          if (!missingRateCurrencies.includes(row.currency)) {\n            missingRateCurrencies.push(row.currency)\n          }\n        }\n      }\n      // Even when some rates are missing, totalInBaseCurrency reflects the converted slice.\n      // `convertedAll`/`missingRateCurrencies` let the client distinguish a complete\n      // conversion from a partial one and disclose which currencies were excluded.\n      agg.totalInBaseCurrency = Math.round(totalBase)\n      agg.convertedAll = convertedAll\n      agg.missingRateCurrencies = missingRateCurrencies\n    }\n  } else {\n    // No base currency configured for the tenant \u2014 surface this by marking every stage as\n    // \"not converted\" with all currencies flagged as missing rates. This way the client UI\n    // can fall back to a per-currency breakdown without trying to render a board total.\n    for (const agg of stageMap.values()) {\n      const present = agg.byCurrency.map((row) => row.currency).filter((c): c is string => !!c)\n      if (present.length > 0) {\n        agg.convertedAll = false\n        agg.missingRateCurrencies = Array.from(new Set(present))\n      }\n    }\n  }\n\n  // Sort byCurrency rows by total descending for stable display\n  for (const agg of stageMap.values()) {\n    agg.byCurrency.sort((a, b) => b.total - a.total)\n  }\n\n  const response: AggregateResponse = {\n    baseCurrencyCode,\n    perStage: Array.from(stageMap.values()),\n  }\n\n  return NextResponse.json(response)\n}\n"],
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 }

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

@@ -22,11 +22,22 @@ import { isTenantDataEncryptionEnabled } from "@open-mercato/shared/lib/encrypti
 import { escapeLikePattern } from "@open-mercato/shared/lib/db/escapeLikePattern";
 import { consumeAdvancedFilterState, mergeAdvancedFilterTree } from "@open-mercato/shared/lib/crud/advanced-filter-integration";
 import { fetchStuckDealIds } from "../../lib/stuckDeals.js";
+import { expandDealStatusAliases } from "../../lib/dealStatus.js";
 import { createLogger } from "@open-mercato/shared/lib/logger";
 const logger = createLogger("customers");
 const rawBodySchema = z.object({}).passthrough();
 const stringOrStringArray = z.union([z.string(), z.array(z.string())]);
 const OPEN_DEAL_STATUSES = ["open", "in_progress"];
+const STATUS_TREE_OPERATORS = /* @__PURE__ */ new Set([
+  "is",
+  "equals",
+  "is_not",
+  "not_equals",
+  "is_any_of",
+  "has_any_of",
+  "is_none_of",
+  "has_none_of"
+]);
 const booleanQueryParam = z.preprocess((value) => {
   const parsed = parseBooleanFromUnknown(value);
   return parsed === null ? value : parsed;
@@ -191,6 +202,31 @@ function normalizeUuidList(values) {
 }
 async function buildDealListFilters(query, ctx) {
   const advancedFilterTree = consumeAdvancedFilterState(query);
+  if (advancedFilterTree) {
+    const walk = (node) => {
+      if (node.type === "rule" && node.field === "status" && STATUS_TREE_OPERATORS.has(node.operator)) {
+        const listOperators = /* @__PURE__ */ new Set(["is_any_of", "has_any_of", "is_none_of", "has_none_of"]);
+        const rawValues = Array.isArray(node.value) ? node.value.filter((v) => typeof v === "string") : typeof node.value === "string" ? [node.value] : [];
+        if (rawValues.length === 0) return;
+        const expanded = expandDealStatusAliases(rawValues);
+        if (listOperators.has(node.operator)) {
+          node.value = expanded;
+        } else if (expanded.length === 1) {
+          node.value = expanded[0];
+        } else {
+          node.value = expanded;
+          if (node.operator === "is" || node.operator === "equals") {
+            node.operator = "is_any_of";
+          } else if (node.operator === "is_not" || node.operator === "not_equals") {
+            node.operator = "is_none_of";
+          }
+        }
+      } else if (node.type === "group") {
+        for (const child of node.children) walk(child);
+      }
+    };
+    walk(advancedFilterTree.root);
+  }
   const filters = {};
   let restrictedIds = null;
   const intersectIds = (ids) => {
@@ -235,7 +271,8 @@ async function buildDealListFilters(query, ctx) {
       ];
     }
   }
-  const statusList = query.status ? normalizeStringList(query.status) : [];
+  const rawStatusList = query.status ? normalizeStringList(query.status) : [];
+  const statusList = expandDealStatusAliases(rawStatusList);
   if (statusList.length > 0) {
     filters.status = statusList.length === 1 ? { $eq: statusList[0] } : { $in: statusList };
   }

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/api/deals/route.ts"],
-  "sourcesContent": ["import { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport { CustomerDeal, CustomerDealPersonLink, CustomerDealCompanyLink } from '../../data/entities'\nimport { dealCreateSchema, dealUpdateSchema } from '../../data/validators'\nimport { E } from '#generated/entities.ids.generated'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'\nimport {\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  parseScopedCommandInput,\n} from '../utils'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport { fetchStuckDealIds } from '../../lib/stuckDeals'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst stringOrStringArray = z.union([z.string(), z.array(z.string())])\nconst OPEN_DEAL_STATUSES = ['open', 'in_progress'] as const\nconst booleanQueryParam = z.preprocess((value) => {\n  const parsed = parseBooleanFromUnknown(value)\n  return parsed === null ? value : parsed\n}, z.boolean()).optional()\n\nexport const dealListQuerySchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    id: z.string().uuid().optional(),\n    search: z.string().optional(),\n    status: stringOrStringArray.optional(),\n    pipelineStage: z.string().optional(),\n    pipelineId: stringOrStringArray.optional(),\n    pipelineStageId: z.union([z.string().uuid(), z.literal('__unassigned')]).optional(),\n    ownerUserId: stringOrStringArray.optional(),\n    expectedCloseAtFrom: z.string().optional(),\n    expectedCloseAtTo: z.string().optional(),\n    isStuck: booleanQueryParam,\n    isOverdue: booleanQueryParam,\n    needsAttention: booleanQueryParam,\n    valueCurrency: stringOrStringArray.optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    /**\n     * @deprecated Use `personId` instead. The `personEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    personEntityId: z.string().uuid().optional().describe('Deprecated; use personId'),\n    /**\n     * @deprecated Use `companyId` instead. The `companyEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    companyEntityId: z.string().uuid().optional().describe('Deprecated; use companyId'),\n    personId: stringOrStringArray.optional(),\n    companyId: stringOrStringArray.optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nexport type DealListQuery = z.infer<typeof dealListQuerySchema>\n\nfunction parseUuid(value: unknown): string | null {\n  if (typeof value !== 'string') return null\n  const trimmed = value.trim()\n  if (!trimmed.length) return null\n  const result = z.string().uuid().safeParse(trimmed)\n  return result.success ? trimmed : null\n}\n\nfunction normalizeStringList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim())\n      .filter((token) => token.length > 0)\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction parseDateInput(value: unknown): Date | null {\n  if (!(typeof value === 'string') || value.trim().length === 0) return null\n  const date = new Date(value)\n  return Number.isNaN(date.getTime()) ? null : date\n}\n\n/**\n * Pre-pagination ID narrowing for person/company filters.\n *\n * Mirrors the SQL the aggregate route uses (`EXISTS ... IN (...)`) so the list endpoint\n * and the lane-header aggregate return a consistent set of deals for the same filters.\n * Semantics: OR within a category (any selected person/company matches), AND across\n * categories (deal must match at least one person AND at least one company when both\n * filter lists are provided).\n *\n * Returns the matched deal IDs (UUIDs). An empty array means \"no deals match\" \u2014 callers\n * must intersect with `restrictedIds` (which will collapse the list to zero).\n */\nasync function fetchDealIdsMatchingAssociations(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n  personIds: string[],\n  companyIds: string[],\n): Promise<string[]> {\n  if (!personIds.length && !companyIds.length) return []\n  const where: string[] = [\n    'organization_id = ?',\n    'tenant_id = ?',\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number> = [organizationId, tenantId]\n  if (personIds.length) {\n    const placeholders = personIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`,\n    )\n    values.push(...personIds)\n  }\n  if (companyIds.length) {\n    const placeholders = companyIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`,\n    )\n    values.push(...companyIds)\n  }\n  const rows = await em.getConnection().execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals WHERE ${where.join(' AND ')}`,\n    values,\n  )\n  return rows.map((row) => row.id)\n}\n\nasync function fetchNeedAttentionDealIds(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n): Promise<string[]> {\n  const connection = em.getConnection()\n  const overdueRows = await connection.execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals\n      WHERE organization_id = ?\n        AND tenant_id = ?\n        AND deleted_at IS NULL\n        AND status = 'open'\n        AND expected_close_at IS NOT NULL\n        AND expected_close_at < CURRENT_DATE`,\n    [organizationId, tenantId],\n  )\n\n  const attentionIds = new Set(overdueRows.map((row) => row.id))\n  const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n  if (stuckIds.length > 0) {\n    const idPlaceholders = stuckIds.map(() => '?').join(',')\n    const statusPlaceholders = OPEN_DEAL_STATUSES.map(() => '?').join(',')\n    const openStuckRows = await connection.execute<Array<{ id: string }>>(\n      `SELECT id FROM customer_deals\n        WHERE organization_id = ?\n          AND tenant_id = ?\n          AND deleted_at IS NULL\n          AND status IN (${statusPlaceholders})\n          AND id IN (${idPlaceholders})`,\n      [organizationId, tenantId, ...OPEN_DEAL_STATUSES, ...stuckIds],\n    )\n    for (const row of openStuckRows) attentionIds.add(row.id)\n  }\n\n  return Array.from(attentionIds)\n}\n\nfunction normalizeCurrencyList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim().toUpperCase())\n      .filter((token) => /^[A-Z]{3}$/.test(token))\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction normalizeUuidList(values: Array<unknown>): string[] {\n  const set = new Set<string>()\n  values.forEach((candidate) => {\n    if (Array.isArray(candidate)) {\n      candidate.forEach((entry) => {\n        const parsed = parseUuid(entry)\n        if (parsed) set.add(parsed)\n      })\n      return\n    }\n    if (typeof candidate === 'string' && candidate.includes(',')) {\n      candidate\n        .split(',')\n        .map((entry) => entry.trim())\n        .forEach((entry) => {\n          const parsed = parseUuid(entry)\n          if (parsed) set.add(parsed)\n        })\n      return\n    }\n    const parsed = parseUuid(candidate)\n    if (parsed) set.add(parsed)\n  })\n  return Array.from(set)\n}\n\nexport async function buildDealListFilters(query: DealListQuery, ctx?: import('@open-mercato/shared/lib/crud/factory').CrudCtx) {\n  const advancedFilterTree = consumeAdvancedFilterState(query)\n  const filters: Record<string, unknown> = {}\n  let restrictedIds: string[] | null = null\n\n  const intersectIds = (ids: string[]) => {\n    if (restrictedIds === null) {\n      restrictedIds = ids\n      return\n    }\n    const lookup = new Set(ids)\n    restrictedIds = restrictedIds.filter((id) => lookup.has(id))\n  }\n\n  if (query.id) filters.id = { $eq: query.id }\n\n  if (query.search) {\n    const matchingIds = ctx\n      ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n          ctx,\n          query: query.search,\n          sources: [\n            {\n              entityType: E.customers.customer_deal,\n              fields: [\n                'title',\n                'description',\n                'status',\n                'pipeline_stage',\n                'source',\n                'value_amount',\n                'value_currency',\n                'cf:competitive_risk',\n                'cf:implementation_complexity',\n              ],\n            },\n          ],\n        })\n      : null\n    if (matchingIds !== null && matchingIds.length > 0) {\n      intersectIds(matchingIds)\n    } else if (isTenantDataEncryptionEnabled()) {\n      // `customers:customer_deal.title` and `.description` are encrypted at rest\n      // (see `encryption.ts`). The `$ilike` fallback below would silently match\n      // nothing on the ciphertext and produce empty pages without disclosing why \u2014\n      // collapse the result to \"no matches\" instead so the kanban + list views\n      // agree, and lane aggregates stay consistent with the list endpoint.\n      intersectIds([])\n    } else {\n      const searchPattern = `%${escapeLikePattern(query.search)}%`\n      filters.$or = [\n        { title: { $ilike: searchPattern } },\n        { description: { $ilike: searchPattern } },\n      ]\n    }\n  }\n\n  const statusList = query.status ? normalizeStringList(query.status) : []\n  if (statusList.length > 0) {\n    filters.status = statusList.length === 1 ? { $eq: statusList[0] } : { $in: statusList }\n  }\n\n  if (query.pipelineStage) {\n    filters.pipeline_stage = { $eq: query.pipelineStage }\n  }\n\n  const pipelineIds = query.pipelineId ? normalizeUuidList([query.pipelineId]) : []\n  if (pipelineIds.length > 0) {\n    filters.pipeline_id = pipelineIds.length === 1 ? { $eq: pipelineIds[0] } : { $in: pipelineIds }\n  }\n\n  if (query.pipelineStageId === '__unassigned') {\n    filters.pipeline_stage_id = { $eq: null }\n  } else if (query.pipelineStageId) {\n    filters.pipeline_stage_id = { $eq: query.pipelineStageId }\n  }\n\n  const ownerUserIds = query.ownerUserId ? normalizeUuidList([query.ownerUserId]) : []\n  if (ownerUserIds.length > 0) {\n    filters.owner_user_id =\n      ownerUserIds.length === 1 ? { $eq: ownerUserIds[0] } : { $in: ownerUserIds }\n  }\n\n  // Currency filter (additive; sourced by the kanban Currency popover). Codes are\n  // normalised to upper-case so `usd` / `USD` / mixed-case query params all hit the same\n  // stored value (the deals API persists `value_currency` upper-case already).\n  const currencyCodes = query.valueCurrency ? normalizeCurrencyList(query.valueCurrency) : []\n  if (currencyCodes.length > 0) {\n    filters.value_currency =\n      currencyCodes.length === 1 ? { $eq: currencyCodes[0] } : { $in: currencyCodes }\n  }\n\n  const expectedCloseFrom = parseDateInput(query.expectedCloseAtFrom)\n  const expectedCloseTo = parseDateInput(query.expectedCloseAtTo)\n  if (expectedCloseFrom || expectedCloseTo) {\n    const range: Record<string, Date> = {}\n    if (expectedCloseFrom) range.$gte = expectedCloseFrom\n    if (expectedCloseTo) range.$lte = expectedCloseTo\n    filters.expected_close_at = range\n  }\n\n  if (query.isOverdue && !query.needsAttention) {\n    const today = new Date()\n    today.setHours(0, 0, 0, 0)\n    if (statusList.length === 0) {\n      filters.status = { $eq: 'open' }\n    }\n    const existingRange =\n      filters.expected_close_at && typeof filters.expected_close_at === 'object'\n        ? (filters.expected_close_at as Record<string, Date>)\n        : {}\n    existingRange.$lt = today\n    filters.expected_close_at = existingRange\n  }\n\n  if (query.isStuck && !query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // CrudCtx.auth carries `orgId` (not `organizationId`). The previous code referenced\n    // `organizationId` which is always `undefined`, so the typeof check below silently\n    // skipped the entire isStuck branch \u2014 `?isStuck=true` was a no-op on this endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n      intersectIds(stuckIds)\n    }\n  }\n\n  if (query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const attentionIds = await fetchNeedAttentionDealIds(em, organizationId, tenantId)\n      intersectIds(attentionIds)\n    }\n  }\n\n  // Pre-pagination association filter. Must run on the FULL dataset (before pagination),\n  // otherwise matching deals on later pages disappear and `total` would be wrong. Read the\n  // raw URL too so legacy `?personEntityId=` / `?companyEntityId=` keep working alongside the\n  // canonical `?personId=` / `?companyId=`.\n  const url = ctx?.request ? new URL(ctx.request.url) : null\n  const personCandidates: unknown[] = [query.personId, query.personEntityId]\n  const companyCandidates: unknown[] = [query.companyId, query.companyEntityId]\n  if (url) {\n    personCandidates.push(url.searchParams.getAll('personId'))\n    personCandidates.push(url.searchParams.getAll('personEntityId'))\n    companyCandidates.push(url.searchParams.getAll('companyId'))\n    companyCandidates.push(url.searchParams.getAll('companyEntityId'))\n  }\n  const selectedPersonIds = normalizeUuidList(personCandidates)\n  const selectedCompanyIds = normalizeUuidList(companyCandidates)\n  if ((selectedPersonIds.length > 0 || selectedCompanyIds.length > 0) && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // `ctx.auth` exposes `orgId` (see AuthContext in @open-mercato/shared/lib/auth/server).\n    // Read it under the correct key \u2014 the previous code's `organizationId` would always be\n    // `undefined`, silently disabling association filtering on the deals list endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const matchedIds = await fetchDealIdsMatchingAssociations(\n        em,\n        organizationId,\n        tenantId,\n        selectedPersonIds,\n        selectedCompanyIds,\n      )\n      // intersectIds with empty array \u2192 no rows; collapses the page to zero, total stays correct.\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (ctx && advancedFilterTree) {\n    const advancedFilters = mergeAdvancedFilterTree({ ...filters }, advancedFilterTree)\n    const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n      ctx,\n      entityId: E.customers.customer_deal,\n      filters: advancedFilters,\n    })\n    if (matchedIds !== null) {\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (restrictedIds !== null) {\n    applyEntityIdRestriction(filters, restrictedIds)\n  }\n\n  return filters\n}\n\nconst crud = makeCrudRoute<unknown, unknown, DealListQuery>({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerDeal,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_deal,\n  },\n  enrichers: { entityId: 'customers.deal' },\n  list: {\n    schema: dealListQuerySchema,\n    entityId: E.customers.customer_deal,\n    fields: [\n      'id',\n      'title',\n      'description',\n      'status',\n      'pipeline_stage',\n      'pipeline_id',\n      'pipeline_stage_id',\n      'value_amount',\n      'value_currency',\n      'probability',\n      'expected_close_at',\n      'owner_user_id',\n      'source',\n      'closure_outcome',\n      'loss_reason_id',\n      'loss_notes',\n      'organization_id',\n      'tenant_id',\n      'created_at',\n      'updated_at',\n    ],\n    decorateCustomFields: {\n      entityIds: E.customers.customer_deal,\n    },\n    sortFieldMap: {\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n      title: 'title',\n      value: 'value_amount',\n      probability: 'probability',\n      expectedCloseAt: 'expected_close_at',\n    },\n    buildFilters: buildDealListFilters,\n  },\n  actions: {\n    create: {\n      commandId: 'customers.deals.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealCreateSchema, raw ?? {}, ctx, translate)\n      },\n      response: ({ result }) => ({ id: result?.dealId ?? result?.id ?? null }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.deals.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealUpdateSchema, raw ?? {}, ctx, translate)\n      },\n      response: () => ({ ok: true }),\n    },\n    delete: {\n      commandId: 'customers.deals.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.deal_required', 'Deal id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    // afterList only DECORATES results with `people`/`companies` arrays \u2014 it must not filter,\n    // because filtering after pagination would drop deals on later pages and rewrite `total`\n    // to a misleading value. Association filtering happens pre-pagination in `buildFilters`\n    // via `fetchDealIdsMatchingAssociations`.\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload.items) ? payload.items : []\n      if (!items.length) return\n      const scopeSource = (items[0] ?? {}) as Record<string, unknown>\n      const tenantIdRaw = scopeSource.tenantId ?? scopeSource.tenant_id\n      const fallbackTenantId = (typeof tenantIdRaw === 'string' && tenantIdRaw.trim().length ? tenantIdRaw : null) ?? ctx.auth?.tenantId ?? null\n      const orgIdRaw = scopeSource.organizationId ?? scopeSource.organization_id\n      const fallbackOrganizationId = (typeof orgIdRaw === 'string' && orgIdRaw.trim().length ? orgIdRaw : null) ?? ctx.auth?.orgId ?? null\n      const ids = items\n        .map((item: unknown) => {\n          if (!item || typeof item !== 'object') return null\n          const candidate = (item as Record<string, unknown>).id\n          return typeof candidate === 'string' && candidate.trim().length ? candidate : null\n        })\n        .filter((value: string | null): value is string => typeof value === 'string' && value.length > 0)\n      if (!ids.length) {\n        payload.items = []\n        payload.total = 0\n        return\n      }\n      try {\n        const em = (ctx.container.resolve('em') as EntityManager)\n        const [allPersonLinks, allCompanyLinks] = await Promise.all([\n          findWithDecryption(\n            em,\n            CustomerDealPersonLink,\n            { deal: { $in: ids } },\n            { populate: ['person'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n          findWithDecryption(\n            em,\n            CustomerDealCompanyLink,\n            { deal: { $in: ids } },\n            { populate: ['company'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n        ])\n\n        const personAssignments = new Map<string, { id: string; label: string }[]>()\n        allPersonLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const personRef = link.person\n          const personRecord = personRef && typeof personRef === 'object' ? personRef as unknown as Record<string, unknown> : null\n          const personId = typeof personRef === 'string' ? personRef\n            : personRecord && typeof personRecord.id === 'string' ? personRecord.id\n            : null\n          if (!personId) return\n          const label = personRecord && typeof personRecord.displayName === 'string'\n            ? personRecord.displayName\n            : ''\n          const bucket = personAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === personId)) {\n            bucket.push({ id: personId, label })\n            personAssignments.set(dealId, bucket)\n          }\n        })\n\n        const companyAssignments = new Map<string, { id: string; label: string }[]>()\n        allCompanyLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const companyRef = link.company\n          const companyRecord = companyRef && typeof companyRef === 'object' ? companyRef as unknown as Record<string, unknown> : null\n          const companyId = typeof companyRef === 'string' ? companyRef\n            : companyRecord && typeof companyRecord.id === 'string' ? companyRecord.id\n            : null\n          if (!companyId) return\n          const label = companyRecord && typeof companyRecord.displayName === 'string'\n            ? companyRecord.displayName\n            : ''\n          const bucket = companyAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === companyId)) {\n            bucket.push({ id: companyId, label })\n            companyAssignments.set(dealId, bucket)\n          }\n        })\n\n        const enhancedItems = items\n          .map((item: unknown) => {\n            if (!item || typeof item !== 'object') return null\n            const data = item as Record<string, unknown>\n            const candidate = typeof data.id === 'string' ? data.id : null\n            if (!candidate || !candidate.trim().length) return null\n            const people = personAssignments.get(candidate) ?? []\n            const companies = companyAssignments.get(candidate) ?? []\n            const tenantIdRaw =\n              typeof data.tenantId === 'string'\n                ? data.tenantId\n                : typeof data.tenant_id === 'string'\n                  ? data.tenant_id\n                  : null\n            const organizationIdRaw =\n              typeof data.organizationId === 'string'\n                ? data.organizationId\n                : typeof data.organization_id === 'string'\n                  ? data.organization_id\n                  : null\n            const tenantId = tenantIdRaw && tenantIdRaw.trim().length ? tenantIdRaw.trim() : null\n            const organizationId = organizationIdRaw && organizationIdRaw.trim().length ? organizationIdRaw.trim() : null\n            return {\n              ...data,\n              personIds: people.map((entry) => entry.id),\n              people,\n              companyIds: companies.map((entry) => entry.id),\n              companies,\n              tenantId,\n              organizationId,\n            }\n          })\n          .filter(\n            (item: Record<string, unknown> | null): item is Record<string, unknown> => item !== null,\n          )\n\n        payload.items = enhancedItems\n      } catch (err) {\n        // We swallow rather than fail the request because the kanban is still useful without\n        // people/companies labels (cards just lose their company pill). Tag every item with\n        // `_associations: { ok: false }` so a future surface can render a degraded-state hint\n        // instead of silently showing cards without company badges.\n        logger.warn('failed to decorate items with person/company links', { component: 'deals', err })\n        payload.items = items.map((item: unknown) => {\n          if (!item || typeof item !== 'object') return item\n          return {\n            ...(item as Record<string, unknown>),\n            _associations: {\n              ok: false,\n              reason: err instanceof Error ? err.message : 'unknown',\n            },\n          }\n        })\n      }\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst dealAssociationSchema = z.object({\n  id: z.string().uuid(),\n  label: z.string().nullable(),\n})\n\nconst dealListItemSchema = z\n  .object({\n    id: z.string().uuid(),\n    title: z.string().nullable(),\n    description: z.string().nullable().optional(),\n    status: z.string().nullable().optional(),\n    pipeline_stage: z.string().nullable().optional(),\n    pipeline_id: z.string().uuid().nullable().optional(),\n    pipeline_stage_id: z.string().uuid().nullable().optional(),\n    value_amount: z.number().nullable().optional(),\n    value_currency: z.string().nullable().optional(),\n    probability: z.number().nullable().optional(),\n    expected_close_at: z.string().nullable().optional(),\n    owner_user_id: z.string().uuid().nullable().optional(),\n    source: z.string().nullable().optional(),\n    organization_id: z.string().uuid().nullable().optional(),\n    tenant_id: z.string().uuid().nullable().optional(),\n    created_at: z.string().nullable().optional(),\n    updated_at: z.string().nullable().optional(),\n    personIds: z.array(z.string().uuid()).optional(),\n    people: z.array(dealAssociationSchema).optional(),\n    companyIds: z.array(z.string().uuid()).optional(),\n    companies: z.array(dealAssociationSchema).optional(),\n    organizationId: z.string().uuid().nullable().optional(),\n    tenantId: z.string().uuid().nullable().optional(),\n  })\n  .passthrough()\n\nconst dealCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Deal',\n  querySchema: dealListQuerySchema,\n  listResponseSchema: createPagedListResponseSchema(dealListItemSchema),\n  create: {\n    schema: dealCreateSchema,\n    responseSchema: dealCreateResponseSchema,\n    description: 'Creates a sales deal, optionally associating people and companies.',\n  },\n  update: {\n    schema: dealUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates pipeline position, metadata, or associations for an existing deal.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a deal by `id`. 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+  "sourcesContent": ["import { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport { CustomerDeal, CustomerDealPersonLink, CustomerDealCompanyLink } from '../../data/entities'\nimport { dealCreateSchema, dealUpdateSchema } from '../../data/validators'\nimport { E } from '#generated/entities.ids.generated'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'\nimport {\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  parseScopedCommandInput,\n} from '../utils'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport type { FilterGroup, FilterRule } from '@open-mercato/shared/lib/query/advanced-filter-tree'\nimport { fetchStuckDealIds } from '../../lib/stuckDeals'\nimport { expandDealStatusAliases } from '../../lib/dealStatus'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst stringOrStringArray = z.union([z.string(), z.array(z.string())])\nconst OPEN_DEAL_STATUSES = ['open', 'in_progress'] as const\n// Tree operators whose `status` values are rewritten through the canonical vocabulary.\n// Text (`contains`/`starts_with`/\u2026) and range (`between`) operators are left untouched\n// so a URL-supplied rule keeps its scalar semantics.\nconst STATUS_TREE_OPERATORS = new Set([\n  'is',\n  'equals',\n  'is_not',\n  'not_equals',\n  'is_any_of',\n  'has_any_of',\n  'is_none_of',\n  'has_none_of',\n])\nconst booleanQueryParam = z.preprocess((value) => {\n  const parsed = parseBooleanFromUnknown(value)\n  return parsed === null ? value : parsed\n}, z.boolean()).optional()\n\nexport const dealListQuerySchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    id: z.string().uuid().optional(),\n    search: z.string().optional(),\n    status: stringOrStringArray.optional(),\n    pipelineStage: z.string().optional(),\n    pipelineId: stringOrStringArray.optional(),\n    pipelineStageId: z.union([z.string().uuid(), z.literal('__unassigned')]).optional(),\n    ownerUserId: stringOrStringArray.optional(),\n    expectedCloseAtFrom: z.string().optional(),\n    expectedCloseAtTo: z.string().optional(),\n    isStuck: booleanQueryParam,\n    isOverdue: booleanQueryParam,\n    needsAttention: booleanQueryParam,\n    valueCurrency: stringOrStringArray.optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    /**\n     * @deprecated Use `personId` instead. The `personEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    personEntityId: z.string().uuid().optional().describe('Deprecated; use personId'),\n    /**\n     * @deprecated Use `companyId` instead. The `companyEntityId` alias is kept for backward\n     * compatibility with older clients and will be removed in a future minor release.\n     */\n    companyEntityId: z.string().uuid().optional().describe('Deprecated; use companyId'),\n    personId: stringOrStringArray.optional(),\n    companyId: stringOrStringArray.optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.deals.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nexport type DealListQuery = z.infer<typeof dealListQuerySchema>\n\nfunction parseUuid(value: unknown): string | null {\n  if (typeof value !== 'string') return null\n  const trimmed = value.trim()\n  if (!trimmed.length) return null\n  const result = z.string().uuid().safeParse(trimmed)\n  return result.success ? trimmed : null\n}\n\nfunction normalizeStringList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim())\n      .filter((token) => token.length > 0)\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction parseDateInput(value: unknown): Date | null {\n  if (!(typeof value === 'string') || value.trim().length === 0) return null\n  const date = new Date(value)\n  return Number.isNaN(date.getTime()) ? null : date\n}\n\n/**\n * Pre-pagination ID narrowing for person/company filters.\n *\n * Mirrors the SQL the aggregate route uses (`EXISTS ... IN (...)`) so the list endpoint\n * and the lane-header aggregate return a consistent set of deals for the same filters.\n * Semantics: OR within a category (any selected person/company matches), AND across\n * categories (deal must match at least one person AND at least one company when both\n * filter lists are provided).\n *\n * Returns the matched deal IDs (UUIDs). An empty array means \"no deals match\" \u2014 callers\n * must intersect with `restrictedIds` (which will collapse the list to zero).\n */\nasync function fetchDealIdsMatchingAssociations(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n  personIds: string[],\n  companyIds: string[],\n): Promise<string[]> {\n  if (!personIds.length && !companyIds.length) return []\n  const where: string[] = [\n    'organization_id = ?',\n    'tenant_id = ?',\n    'deleted_at IS NULL',\n  ]\n  const values: Array<string | number> = [organizationId, tenantId]\n  if (personIds.length) {\n    const placeholders = personIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_people dp WHERE dp.deal_id = customer_deals.id AND dp.person_entity_id IN (${placeholders}))`,\n    )\n    values.push(...personIds)\n  }\n  if (companyIds.length) {\n    const placeholders = companyIds.map(() => '?').join(',')\n    where.push(\n      `EXISTS (SELECT 1 FROM customer_deal_companies dc WHERE dc.deal_id = customer_deals.id AND dc.company_entity_id IN (${placeholders}))`,\n    )\n    values.push(...companyIds)\n  }\n  const rows = await em.getConnection().execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals WHERE ${where.join(' AND ')}`,\n    values,\n  )\n  return rows.map((row) => row.id)\n}\n\nasync function fetchNeedAttentionDealIds(\n  em: EntityManager,\n  organizationId: string,\n  tenantId: string,\n): Promise<string[]> {\n  const connection = em.getConnection()\n  const overdueRows = await connection.execute<Array<{ id: string }>>(\n    `SELECT id FROM customer_deals\n      WHERE organization_id = ?\n        AND tenant_id = ?\n        AND deleted_at IS NULL\n        AND status = 'open'\n        AND expected_close_at IS NOT NULL\n        AND expected_close_at < CURRENT_DATE`,\n    [organizationId, tenantId],\n  )\n\n  const attentionIds = new Set(overdueRows.map((row) => row.id))\n  const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n  if (stuckIds.length > 0) {\n    const idPlaceholders = stuckIds.map(() => '?').join(',')\n    const statusPlaceholders = OPEN_DEAL_STATUSES.map(() => '?').join(',')\n    const openStuckRows = await connection.execute<Array<{ id: string }>>(\n      `SELECT id FROM customer_deals\n        WHERE organization_id = ?\n          AND tenant_id = ?\n          AND deleted_at IS NULL\n          AND status IN (${statusPlaceholders})\n          AND id IN (${idPlaceholders})`,\n      [organizationId, tenantId, ...OPEN_DEAL_STATUSES, ...stuckIds],\n    )\n    for (const row of openStuckRows) attentionIds.add(row.id)\n  }\n\n  return Array.from(attentionIds)\n}\n\nfunction normalizeCurrencyList(value: unknown): string[] {\n  const set = new Set<string>()\n  const visit = (entry: unknown) => {\n    if (entry == null) return\n    if (Array.isArray(entry)) {\n      entry.forEach(visit)\n      return\n    }\n    if (typeof entry !== 'string') return\n    entry\n      .split(',')\n      .map((token) => token.trim().toUpperCase())\n      .filter((token) => /^[A-Z]{3}$/.test(token))\n      .forEach((token) => set.add(token))\n  }\n  visit(value)\n  return Array.from(set)\n}\n\nfunction normalizeUuidList(values: Array<unknown>): string[] {\n  const set = new Set<string>()\n  values.forEach((candidate) => {\n    if (Array.isArray(candidate)) {\n      candidate.forEach((entry) => {\n        const parsed = parseUuid(entry)\n        if (parsed) set.add(parsed)\n      })\n      return\n    }\n    if (typeof candidate === 'string' && candidate.includes(',')) {\n      candidate\n        .split(',')\n        .map((entry) => entry.trim())\n        .forEach((entry) => {\n          const parsed = parseUuid(entry)\n          if (parsed) set.add(parsed)\n        })\n      return\n    }\n    const parsed = parseUuid(candidate)\n    if (parsed) set.add(parsed)\n  })\n  return Array.from(set)\n}\n\nexport async function buildDealListFilters(query: DealListQuery, ctx?: import('@open-mercato/shared/lib/crud/factory').CrudCtx) {\n  const advancedFilterTree = consumeAdvancedFilterState(query)\n  if (advancedFilterTree) {\n    // Expand status aliases in the advanced-filter tree so List (tree path) and\n    // Kanban (plain ?status=) share the same canonical vocabulary (#5107). Only\n    // set-membership operators are rewritten \u2014 text/range operators on `status`\n    // keep their pre-existing scalar semantics instead of being corrupted.\n    const walk = (node: FilterGroup | FilterRule): void => {\n      if (node.type === 'rule' && node.field === 'status' && STATUS_TREE_OPERATORS.has(node.operator)) {\n        const listOperators = new Set(['is_any_of', 'has_any_of', 'is_none_of', 'has_none_of'])\n        const rawValues: string[] = Array.isArray(node.value)\n          ? (node.value as unknown[]).filter((v): v is string => typeof v === 'string')\n          : typeof node.value === 'string'\n            ? [node.value]\n            : []\n        if (rawValues.length === 0) return\n        const expanded = expandDealStatusAliases(rawValues)\n        if (listOperators.has(node.operator)) {\n          node.value = expanded\n        } else if (expanded.length === 1) {\n          node.value = expanded[0]\n        } else {\n          node.value = expanded\n          if (node.operator === 'is' || node.operator === 'equals') {\n            node.operator = 'is_any_of'\n          } else if (node.operator === 'is_not' || node.operator === 'not_equals') {\n            node.operator = 'is_none_of'\n          }\n        }\n      } else if (node.type === 'group') {\n        for (const child of node.children) walk(child)\n      }\n    }\n    walk(advancedFilterTree.root)\n  }\n  const filters: Record<string, unknown> = {}\n  let restrictedIds: string[] | null = null\n\n  const intersectIds = (ids: string[]) => {\n    if (restrictedIds === null) {\n      restrictedIds = ids\n      return\n    }\n    const lookup = new Set(ids)\n    restrictedIds = restrictedIds.filter((id) => lookup.has(id))\n  }\n\n  if (query.id) filters.id = { $eq: query.id }\n\n  if (query.search) {\n    const matchingIds = ctx\n      ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n          ctx,\n          query: query.search,\n          sources: [\n            {\n              entityType: E.customers.customer_deal,\n              fields: [\n                'title',\n                'description',\n                'status',\n                'pipeline_stage',\n                'source',\n                'value_amount',\n                'value_currency',\n                'cf:competitive_risk',\n                'cf:implementation_complexity',\n              ],\n            },\n          ],\n        })\n      : null\n    if (matchingIds !== null && matchingIds.length > 0) {\n      intersectIds(matchingIds)\n    } else if (isTenantDataEncryptionEnabled()) {\n      // `customers:customer_deal.title` and `.description` are encrypted at rest\n      // (see `encryption.ts`). The `$ilike` fallback below would silently match\n      // nothing on the ciphertext and produce empty pages without disclosing why \u2014\n      // collapse the result to \"no matches\" instead so the kanban + list views\n      // agree, and lane aggregates stay consistent with the list endpoint.\n      intersectIds([])\n    } else {\n      const searchPattern = `%${escapeLikePattern(query.search)}%`\n      filters.$or = [\n        { title: { $ilike: searchPattern } },\n        { description: { $ilike: searchPattern } },\n      ]\n    }\n  }\n\n  const rawStatusList = query.status ? normalizeStringList(query.status) : []\n  const statusList = expandDealStatusAliases(rawStatusList)\n  if (statusList.length > 0) {\n    filters.status = statusList.length === 1 ? { $eq: statusList[0] } : { $in: statusList }\n  }\n\n  if (query.pipelineStage) {\n    filters.pipeline_stage = { $eq: query.pipelineStage }\n  }\n\n  const pipelineIds = query.pipelineId ? normalizeUuidList([query.pipelineId]) : []\n  if (pipelineIds.length > 0) {\n    filters.pipeline_id = pipelineIds.length === 1 ? { $eq: pipelineIds[0] } : { $in: pipelineIds }\n  }\n\n  if (query.pipelineStageId === '__unassigned') {\n    filters.pipeline_stage_id = { $eq: null }\n  } else if (query.pipelineStageId) {\n    filters.pipeline_stage_id = { $eq: query.pipelineStageId }\n  }\n\n  const ownerUserIds = query.ownerUserId ? normalizeUuidList([query.ownerUserId]) : []\n  if (ownerUserIds.length > 0) {\n    filters.owner_user_id =\n      ownerUserIds.length === 1 ? { $eq: ownerUserIds[0] } : { $in: ownerUserIds }\n  }\n\n  // Currency filter (additive; sourced by the kanban Currency popover). Codes are\n  // normalised to upper-case so `usd` / `USD` / mixed-case query params all hit the same\n  // stored value (the deals API persists `value_currency` upper-case already).\n  const currencyCodes = query.valueCurrency ? normalizeCurrencyList(query.valueCurrency) : []\n  if (currencyCodes.length > 0) {\n    filters.value_currency =\n      currencyCodes.length === 1 ? { $eq: currencyCodes[0] } : { $in: currencyCodes }\n  }\n\n  const expectedCloseFrom = parseDateInput(query.expectedCloseAtFrom)\n  const expectedCloseTo = parseDateInput(query.expectedCloseAtTo)\n  if (expectedCloseFrom || expectedCloseTo) {\n    const range: Record<string, Date> = {}\n    if (expectedCloseFrom) range.$gte = expectedCloseFrom\n    if (expectedCloseTo) range.$lte = expectedCloseTo\n    filters.expected_close_at = range\n  }\n\n  if (query.isOverdue && !query.needsAttention) {\n    const today = new Date()\n    today.setHours(0, 0, 0, 0)\n    if (statusList.length === 0) {\n      filters.status = { $eq: 'open' }\n    }\n    const existingRange =\n      filters.expected_close_at && typeof filters.expected_close_at === 'object'\n        ? (filters.expected_close_at as Record<string, Date>)\n        : {}\n    existingRange.$lt = today\n    filters.expected_close_at = existingRange\n  }\n\n  if (query.isStuck && !query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // CrudCtx.auth carries `orgId` (not `organizationId`). The previous code referenced\n    // `organizationId` which is always `undefined`, so the typeof check below silently\n    // skipped the entire isStuck branch \u2014 `?isStuck=true` was a no-op on this endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId)\n      intersectIds(stuckIds)\n    }\n  }\n\n  if (query.needsAttention && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const attentionIds = await fetchNeedAttentionDealIds(em, organizationId, tenantId)\n      intersectIds(attentionIds)\n    }\n  }\n\n  // Pre-pagination association filter. Must run on the FULL dataset (before pagination),\n  // otherwise matching deals on later pages disappear and `total` would be wrong. Read the\n  // raw URL too so legacy `?personEntityId=` / `?companyEntityId=` keep working alongside the\n  // canonical `?personId=` / `?companyId=`.\n  const url = ctx?.request ? new URL(ctx.request.url) : null\n  const personCandidates: unknown[] = [query.personId, query.personEntityId]\n  const companyCandidates: unknown[] = [query.companyId, query.companyEntityId]\n  if (url) {\n    personCandidates.push(url.searchParams.getAll('personId'))\n    personCandidates.push(url.searchParams.getAll('personEntityId'))\n    companyCandidates.push(url.searchParams.getAll('companyId'))\n    companyCandidates.push(url.searchParams.getAll('companyEntityId'))\n  }\n  const selectedPersonIds = normalizeUuidList(personCandidates)\n  const selectedCompanyIds = normalizeUuidList(companyCandidates)\n  if ((selectedPersonIds.length > 0 || selectedCompanyIds.length > 0) && ctx) {\n    const tenantId = ctx.auth?.tenantId\n    // `ctx.auth` exposes `orgId` (see AuthContext in @open-mercato/shared/lib/auth/server).\n    // Read it under the correct key \u2014 the previous code's `organizationId` would always be\n    // `undefined`, silently disabling association filtering on the deals list endpoint.\n    const organizationId = ctx.auth?.orgId\n    if (typeof tenantId === 'string' && typeof organizationId === 'string') {\n      const em = ctx.container.resolve<EntityManager>('em')\n      const matchedIds = await fetchDealIdsMatchingAssociations(\n        em,\n        organizationId,\n        tenantId,\n        selectedPersonIds,\n        selectedCompanyIds,\n      )\n      // intersectIds with empty array \u2192 no rows; collapses the page to zero, total stays correct.\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (ctx && advancedFilterTree) {\n    const advancedFilters = mergeAdvancedFilterTree({ ...filters }, advancedFilterTree)\n    const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n      ctx,\n      entityId: E.customers.customer_deal,\n      filters: advancedFilters,\n    })\n    if (matchedIds !== null) {\n      intersectIds(matchedIds)\n    }\n  }\n\n  if (restrictedIds !== null) {\n    applyEntityIdRestriction(filters, restrictedIds)\n  }\n\n  return filters\n}\n\nconst crud = makeCrudRoute<unknown, unknown, DealListQuery>({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerDeal,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_deal,\n  },\n  enrichers: { entityId: 'customers.deal' },\n  list: {\n    schema: dealListQuerySchema,\n    entityId: E.customers.customer_deal,\n    fields: [\n      'id',\n      'title',\n      'description',\n      'status',\n      'pipeline_stage',\n      'pipeline_id',\n      'pipeline_stage_id',\n      'value_amount',\n      'value_currency',\n      'probability',\n      'expected_close_at',\n      'owner_user_id',\n      'source',\n      'closure_outcome',\n      'loss_reason_id',\n      'loss_notes',\n      'organization_id',\n      'tenant_id',\n      'created_at',\n      'updated_at',\n    ],\n    decorateCustomFields: {\n      entityIds: E.customers.customer_deal,\n    },\n    sortFieldMap: {\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n      title: 'title',\n      value: 'value_amount',\n      probability: 'probability',\n      expectedCloseAt: 'expected_close_at',\n    },\n    buildFilters: buildDealListFilters,\n  },\n  actions: {\n    create: {\n      commandId: 'customers.deals.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealCreateSchema, raw ?? {}, ctx, translate)\n      },\n      response: ({ result }) => ({ id: result?.dealId ?? result?.id ?? null }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.deals.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        return parseScopedCommandInput(dealUpdateSchema, raw ?? {}, ctx, translate)\n      },\n      response: () => ({ ok: true }),\n    },\n    delete: {\n      commandId: 'customers.deals.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.deal_required', 'Deal id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    // afterList only DECORATES results with `people`/`companies` arrays \u2014 it must not filter,\n    // because filtering after pagination would drop deals on later pages and rewrite `total`\n    // to a misleading value. Association filtering happens pre-pagination in `buildFilters`\n    // via `fetchDealIdsMatchingAssociations`.\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload.items) ? payload.items : []\n      if (!items.length) return\n      const scopeSource = (items[0] ?? {}) as Record<string, unknown>\n      const tenantIdRaw = scopeSource.tenantId ?? scopeSource.tenant_id\n      const fallbackTenantId = (typeof tenantIdRaw === 'string' && tenantIdRaw.trim().length ? tenantIdRaw : null) ?? ctx.auth?.tenantId ?? null\n      const orgIdRaw = scopeSource.organizationId ?? scopeSource.organization_id\n      const fallbackOrganizationId = (typeof orgIdRaw === 'string' && orgIdRaw.trim().length ? orgIdRaw : null) ?? ctx.auth?.orgId ?? null\n      const ids = items\n        .map((item: unknown) => {\n          if (!item || typeof item !== 'object') return null\n          const candidate = (item as Record<string, unknown>).id\n          return typeof candidate === 'string' && candidate.trim().length ? candidate : null\n        })\n        .filter((value: string | null): value is string => typeof value === 'string' && value.length > 0)\n      if (!ids.length) {\n        payload.items = []\n        payload.total = 0\n        return\n      }\n      try {\n        const em = (ctx.container.resolve('em') as EntityManager)\n        const [allPersonLinks, allCompanyLinks] = await Promise.all([\n          findWithDecryption(\n            em,\n            CustomerDealPersonLink,\n            { deal: { $in: ids } },\n            { populate: ['person'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n          findWithDecryption(\n            em,\n            CustomerDealCompanyLink,\n            { deal: { $in: ids } },\n            { populate: ['company'] },\n            { tenantId: fallbackTenantId, organizationId: fallbackOrganizationId },\n          ),\n        ])\n\n        const personAssignments = new Map<string, { id: string; label: string }[]>()\n        allPersonLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const personRef = link.person\n          const personRecord = personRef && typeof personRef === 'object' ? personRef as unknown as Record<string, unknown> : null\n          const personId = typeof personRef === 'string' ? personRef\n            : personRecord && typeof personRecord.id === 'string' ? personRecord.id\n            : null\n          if (!personId) return\n          const label = personRecord && typeof personRecord.displayName === 'string'\n            ? personRecord.displayName\n            : ''\n          const bucket = personAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === personId)) {\n            bucket.push({ id: personId, label })\n            personAssignments.set(dealId, bucket)\n          }\n        })\n\n        const companyAssignments = new Map<string, { id: string; label: string }[]>()\n        allCompanyLinks.forEach((link) => {\n          const deal = link.deal\n          const dealRecord = deal && typeof deal === 'object' ? deal as unknown as Record<string, unknown> : null\n          const dealId = typeof deal === 'string' ? deal\n            : dealRecord && typeof dealRecord.id === 'string' ? dealRecord.id\n            : null\n          if (!dealId) return\n          const companyRef = link.company\n          const companyRecord = companyRef && typeof companyRef === 'object' ? companyRef as unknown as Record<string, unknown> : null\n          const companyId = typeof companyRef === 'string' ? companyRef\n            : companyRecord && typeof companyRecord.id === 'string' ? companyRecord.id\n            : null\n          if (!companyId) return\n          const label = companyRecord && typeof companyRecord.displayName === 'string'\n            ? companyRecord.displayName\n            : ''\n          const bucket = companyAssignments.get(dealId) ?? []\n          if (!bucket.some((entry) => entry.id === companyId)) {\n            bucket.push({ id: companyId, label })\n            companyAssignments.set(dealId, bucket)\n          }\n        })\n\n        const enhancedItems = items\n          .map((item: unknown) => {\n            if (!item || typeof item !== 'object') return null\n            const data = item as Record<string, unknown>\n            const candidate = typeof data.id === 'string' ? data.id : null\n            if (!candidate || !candidate.trim().length) return null\n            const people = personAssignments.get(candidate) ?? []\n            const companies = companyAssignments.get(candidate) ?? []\n            const tenantIdRaw =\n              typeof data.tenantId === 'string'\n                ? data.tenantId\n                : typeof data.tenant_id === 'string'\n                  ? data.tenant_id\n                  : null\n            const organizationIdRaw =\n              typeof data.organizationId === 'string'\n                ? data.organizationId\n                : typeof data.organization_id === 'string'\n                  ? data.organization_id\n                  : null\n            const tenantId = tenantIdRaw && tenantIdRaw.trim().length ? tenantIdRaw.trim() : null\n            const organizationId = organizationIdRaw && organizationIdRaw.trim().length ? organizationIdRaw.trim() : null\n            return {\n              ...data,\n              personIds: people.map((entry) => entry.id),\n              people,\n              companyIds: companies.map((entry) => entry.id),\n              companies,\n              tenantId,\n              organizationId,\n            }\n          })\n          .filter(\n            (item: Record<string, unknown> | null): item is Record<string, unknown> => item !== null,\n          )\n\n        payload.items = enhancedItems\n      } catch (err) {\n        // We swallow rather than fail the request because the kanban is still useful without\n        // people/companies labels (cards just lose their company pill). Tag every item with\n        // `_associations: { ok: false }` so a future surface can render a degraded-state hint\n        // instead of silently showing cards without company badges.\n        logger.warn('failed to decorate items with person/company links', { component: 'deals', err })\n        payload.items = items.map((item: unknown) => {\n          if (!item || typeof item !== 'object') return item\n          return {\n            ...(item as Record<string, unknown>),\n            _associations: {\n              ok: false,\n              reason: err instanceof Error ? err.message : 'unknown',\n            },\n          }\n        })\n      }\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst dealAssociationSchema = z.object({\n  id: z.string().uuid(),\n  label: z.string().nullable(),\n})\n\nconst dealListItemSchema = z\n  .object({\n    id: z.string().uuid(),\n    title: z.string().nullable(),\n    description: z.string().nullable().optional(),\n    status: z.string().nullable().optional(),\n    pipeline_stage: z.string().nullable().optional(),\n    pipeline_id: z.string().uuid().nullable().optional(),\n    pipeline_stage_id: z.string().uuid().nullable().optional(),\n    value_amount: z.number().nullable().optional(),\n    value_currency: z.string().nullable().optional(),\n    probability: z.number().nullable().optional(),\n    expected_close_at: z.string().nullable().optional(),\n    owner_user_id: z.string().uuid().nullable().optional(),\n    source: z.string().nullable().optional(),\n    organization_id: z.string().uuid().nullable().optional(),\n    tenant_id: z.string().uuid().nullable().optional(),\n    created_at: z.string().nullable().optional(),\n    updated_at: z.string().nullable().optional(),\n    personIds: z.array(z.string().uuid()).optional(),\n    people: z.array(dealAssociationSchema).optional(),\n    companyIds: z.array(z.string().uuid()).optional(),\n    companies: z.array(dealAssociationSchema).optional(),\n    organizationId: z.string().uuid().nullable().optional(),\n    tenantId: z.string().uuid().nullable().optional(),\n  })\n  .passthrough()\n\nconst dealCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Deal',\n  querySchema: dealListQuerySchema,\n  listResponseSchema: createPagedListResponseSchema(dealListItemSchema),\n  create: {\n    schema: dealCreateSchema,\n    responseSchema: dealCreateResponseSchema,\n    description: 'Creates a sales deal, optionally associating people and companies.',\n  },\n  update: {\n    schema: dealUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates pipeline position, metadata, or associations for an existing deal.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a deal by `id`. The identifier may be provided in the body or query parameters.',\n  },\n})\n"],
+  "mappings": 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   "names": ["parsed", "tenantIdRaw"]
 }

package/dist/modules/customers/backend/customers/deals/pipeline/components/Lane.js

@@ -5,20 +5,15 @@ import { useDroppable } from "@dnd-kit/core";
 import { EmptyState } from "@open-mercato/ui/primitives/empty-state";
 import { useT } from "@open-mercato/shared/lib/i18n/context";
 import { translateWithFallback } from "@open-mercato/shared/lib/i18n/translate";
+import { toneToDotClass } from "./toneClasses.js";
 import { DealCard } from "./DealCard.js";
 import { DashedTileButton } from "./DashedTileButton.js";
 import { LANE_WIDTH_PX } from "./constants.js";
 import { LaneCurrencyBreakdown } from "./LaneCurrencyBreakdown.js";
 import { LaneResizeHandle } from "./LaneResizeHandle.js";
-const ACCENT_TONE_CLASS = {
-  success: "bg-status-success-icon",
-  error: "bg-status-error-icon",
-  warning: "bg-status-warning-icon",
-  info: "bg-status-info-icon",
-  neutral: "bg-status-neutral-icon",
-  brand: "bg-brand-violet",
-  pink: "bg-status-pink-icon"
-};
+function getAccentClass(tone) {
+  return toneToDotClass(tone, "bg-border");
+}
 const COUNT_BADGE_TONE_CLASS = {
   success: "bg-status-success-bg text-status-success-text",
   error: "bg-status-error-bg text-status-error-text",
@@ -28,10 +23,6 @@ const COUNT_BADGE_TONE_CLASS = {
   brand: "bg-brand-violet/14 text-brand-violet",
   pink: "bg-status-pink-bg text-status-pink-text"
 };
-function getAccentClass(tone) {
-  if (tone && tone in ACCENT_TONE_CLASS) return ACCENT_TONE_CLASS[tone];
-  return "bg-border";
-}
 function getCountBadgeClass(tone) {
   if (tone && tone in COUNT_BADGE_TONE_CLASS) return COUNT_BADGE_TONE_CLASS[tone];
   return "bg-muted text-muted-foreground";

package/dist/modules/customers/backend/customers/deals/pipeline/components/Lane.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../../src/modules/customers/backend/customers/deals/pipeline/components/Lane.tsx"],
-  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport { useDroppable } from '@dnd-kit/core'\nimport { EmptyState } from '@open-mercato/ui/primitives/empty-state'\nimport type { RowActionItem } from '@open-mercato/ui/backend/RowActions'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'\nimport type { FilterOptionTone } from '@open-mercato/shared/lib/query/advanced-filter'\nimport { DealCard, type DealCardData } from './DealCard'\nimport { DashedTileButton } from './DashedTileButton'\nimport { LANE_WIDTH_PX } from './constants'\nimport { LaneCurrencyBreakdown } from './LaneCurrencyBreakdown'\nimport { LaneResizeHandle } from './LaneResizeHandle'\n\nexport type LaneStage = {\n  id: string\n  label: string\n  tone: FilterOptionTone | null\n}\n\nexport type LaneAggregateProp = {\n  count: number\n  totalInBaseCurrency: number\n  byCurrency: Array<{ currency: string; total: number; count: number }>\n  baseCurrencyCode: string | null\n  /** `true` when every currency in `byCurrency` was convertible to the base currency. */\n  convertedAll: boolean\n  /** Currencies present in `byCurrency` that lack an FX rate to base \u2014 excluded from totals. */\n  missingRateCurrencies: string[]\n}\n\ntype LaneProps = {\n  stage: LaneStage\n  deals: DealCardData[]\n  /** Server-side aggregate for accurate counts/totals across all deals in this stage, not just loaded ones */\n  aggregate?: LaneAggregateProp | null\n  selectedDealIds: Set<string>\n  buildMenuItems: (deal: DealCardData) => RowActionItem[]\n  activeDragDealId?: string | null\n  isLoadingMore?: boolean\n  /** Pixel width override (when the user has resized the column). Falls back to the default class. */\n  width?: number | null\n  onToggleSelect: (dealId: string) => void\n  onComposeActivity: (dealId: string, type: 'call' | 'email' | 'note') => void\n  onOpenDetail: (dealId: string) => void\n  onQuickAddClick: (stageId: string) => void\n  onLoadMore?: (stageId: string) => void\n  /** Drag-resize callbacks. When provided, a vertical drag handle is rendered on the lane edge. */\n  onResize?: (stageId: string, deltaPx: number) => void\n  onResizeEnd?: (stageId: string) => void\n  onResetWidth?: (stageId: string) => void\n}\n\n// 4px color bar tone \u2014 uses saturated icon tokens so the bar is visibly colored, not pale\nconst ACCENT_TONE_CLASS: Record<FilterOptionTone, string> = {\n  success: 'bg-status-success-icon',\n  error: 'bg-status-error-icon',\n  warning: 'bg-status-warning-icon',\n  info: 'bg-status-info-icon',\n  neutral: 'bg-status-neutral-icon',\n  brand: 'bg-brand-violet',\n  pink: 'bg-status-pink-icon',\n}\n\n// Count pill bg uses very-light status background, text uses status text color\nconst COUNT_BADGE_TONE_CLASS: Record<FilterOptionTone, string> = {\n  success: 'bg-status-success-bg text-status-success-text',\n  error: 'bg-status-error-bg text-status-error-text',\n  warning: 'bg-status-warning-bg text-status-warning-text',\n  info: 'bg-status-info-bg text-status-info-text',\n  neutral: 'bg-status-neutral-bg text-status-neutral-text',\n  brand: 'bg-brand-violet/14 text-brand-violet',\n  pink: 'bg-status-pink-bg text-status-pink-text',\n}\n\nfunction getAccentClass(tone: FilterOptionTone | null): string {\n  if (tone && tone in ACCENT_TONE_CLASS) return ACCENT_TONE_CLASS[tone]\n  return 'bg-border'\n}\n\nfunction getCountBadgeClass(tone: FilterOptionTone | null): string {\n  if (tone && tone in COUNT_BADGE_TONE_CLASS) return COUNT_BADGE_TONE_CLASS[tone]\n  return 'bg-muted text-muted-foreground'\n}\n\nfunction compactCurrency(amount: number): string {\n  if (amount >= 1_000_000) {\n    const value = amount / 1_000_000\n    return value >= 100 ? `${Math.round(value)}M` : `${value.toFixed(1).replace(/\\.0$/, '')}M`\n  }\n  if (amount >= 1_000) {\n    const value = amount / 1_000\n    return value >= 100 ? `${Math.round(value)}k` : `${value.toFixed(1).replace(/\\.0$/, '')}k`\n  }\n  return String(Math.round(amount))\n}\n\ntype CurrencyRow = { currency: string; total: number; count: number }\n\ntype LaneStats = {\n  count: number\n  /** Headline amount and the currency it is denominated in (largest single currency, raw, never converted). */\n  primaryAmount: number\n  primaryCurrency: string | null\n  /** Per-currency rows sorted desc by total \u2014 the popover renders these one per line. */\n  rows: CurrencyRow[]\n  /** Sum of `rows` converted to base currency (zero when no base is configured / nothing converted). */\n  totalInBaseCurrency: number\n  baseCurrencyCode: string | null\n  convertedAll: boolean\n  missingRateCurrencies: string[]\n}\n\n/**\n * Build display stats.\n * - If a server aggregate is provided, prefer it (covers all deals, converts to tenant base currency).\n * - Otherwise fall back to summing loaded deals (used before aggregate query loads).\n *\n * The headline currency on the lane header is intentionally the LARGEST raw currency\n * (not the base-currency converted total) because the converted total can be misleading\n * when FX rates are missing \u2014 operators see a smaller number than the headline suggests.\n * The base-currency converted total is reserved for the breakdown popover footer, where\n * a partial-conversion indicator can disclose what's excluded.\n */\nfunction buildLaneStats(deals: DealCardData[], aggregate?: LaneAggregateProp | null): LaneStats {\n  if (aggregate) {\n    const rows = aggregate.byCurrency\n    // Pick the single currency with the largest raw total to surface in the header. This\n    // is always honest: the operator sees the actual largest cluster of value rather than\n    // a synthetic base-currency total that may be partial.\n    const headline = rows.length > 0 ? rows[0] : null\n    return {\n      count: aggregate.count,\n      primaryAmount: headline ? headline.total : 0,\n      primaryCurrency: headline ? headline.currency : null,\n      rows,\n      totalInBaseCurrency: aggregate.totalInBaseCurrency,\n      baseCurrencyCode: aggregate.baseCurrencyCode,\n      convertedAll: aggregate.convertedAll,\n      missingRateCurrencies: aggregate.missingRateCurrencies,\n    }\n  }\n  const totalsByCurrency = new Map<string, { total: number; count: number }>()\n  for (const deal of deals) {\n    if (typeof deal.valueAmount !== 'number' || !Number.isFinite(deal.valueAmount)) continue\n    const code = deal.valueCurrency && deal.valueCurrency.length === 3\n      ? deal.valueCurrency.toUpperCase()\n      : 'USD'\n    const entry = totalsByCurrency.get(code) ?? { total: 0, count: 0 }\n    entry.total += deal.valueAmount\n    entry.count += 1\n    totalsByCurrency.set(code, entry)\n  }\n  const rows: CurrencyRow[] = Array.from(totalsByCurrency.entries())\n    .map(([currency, value]) => ({ currency, total: value.total, count: value.count }))\n    .sort((a, b) => b.total - a.total)\n  if (rows.length === 0) {\n    return {\n      count: deals.length,\n      primaryAmount: 0,\n      primaryCurrency: null,\n      rows,\n      totalInBaseCurrency: 0,\n      baseCurrencyCode: null,\n      convertedAll: true,\n      missingRateCurrencies: [],\n    }\n  }\n  return {\n    count: deals.length,\n    primaryAmount: rows[0].total,\n    primaryCurrency: rows[0].currency,\n    rows,\n    totalInBaseCurrency: 0,\n    baseCurrencyCode: null,\n    // We don't have rates client-side; mark as \"not converted\" only when there are\n    // multiple currencies so the popover can show a \"configure FX rates\" hint.\n    convertedAll: rows.length === 1,\n    missingRateCurrencies: rows.length > 1 ? rows.slice(1).map((row) => row.currency) : [],\n  }\n}\n\nfunction LaneImpl({\n  stage,\n  deals,\n  aggregate,\n  selectedDealIds,\n  buildMenuItems,\n  activeDragDealId,\n  isLoadingMore = false,\n  width,\n  onToggleSelect,\n  onComposeActivity,\n  onOpenDetail,\n  onQuickAddClick,\n  onLoadMore,\n  onResize,\n  onResizeEnd,\n  onResetWidth,\n}: LaneProps): React.ReactElement {\n  const t = useT()\n  const { setNodeRef, isOver } = useDroppable({\n    id: `lane:${stage.id}`,\n    data: { type: 'lane', stageId: stage.id },\n  })\n  const isDragActive = !!activeDragDealId\n  const sourceLane = isDragActive && deals.some((deal) => deal.id === activeDragDealId)\n  // Highlight drop zone when:\n  //  - the lane has the pointer over it during a drag, OR\n  //  - any drag is active and this lane is not the source (so all candidate targets are clearly tagged)\n  const showDropHighlight = isOver || (isDragActive && !sourceLane)\n  const stats = React.useMemo(() => buildLaneStats(deals, aggregate), [deals, aggregate])\n  // Pull boolean out of the Set so each DealCard receives a stable primitive \u2014 that lets\n  // React.memo on DealCard skip re-renders when the Set reference changes but its emptiness\n  // does not. Flipping false\u2192true (first selection) or true\u2192false (last cleared) forces a\n  // full pass over the lane's cards so their checkbox visibility updates atomically.\n  const bulkSelectionActive = selectedDealIds.size > 0\n  const totalLabel = stats.primaryAmount > 0 && stats.primaryCurrency\n    ? `${compactCurrency(stats.primaryAmount)} ${stats.primaryCurrency}`\n    : null\n  const visibleCount = deals.length\n  const totalCount = stats.count\n  const hasMoreDeals = totalCount > visibleCount\n  const accentClass = getAccentClass(stage.tone)\n  const countBadgeClass = getCountBadgeClass(stage.tone)\n\n  const handleQuickAdd = React.useCallback(() => {\n    onQuickAddClick(stage.id)\n  }, [onQuickAddClick, stage.id])\n\n  return (\n    <div\n      className=\"relative flex flex-none flex-col gap-3\"\n      style={{ width: typeof width === 'number' && Number.isFinite(width) ? `${width}px` : `${LANE_WIDTH_PX}px` }}\n    >\n      <div className=\"flex flex-col gap-2.5 overflow-clip rounded-lg bg-muted/40 px-4 py-3.5\">\n        <div className={`h-1.5 w-full rounded-sm ${accentClass}`} aria-hidden=\"true\" />\n        <div className=\"flex items-center justify-between gap-2\">\n          <div className=\"flex min-w-0 items-center gap-2.5\">\n            <span className=\"truncate text-sm font-bold uppercase leading-normal text-foreground\">\n              {stage.label}\n            </span>\n            <span\n              className={`inline-flex shrink-0 items-center rounded-full px-2 py-1 text-xs font-bold leading-normal ${countBadgeClass}`}\n              title={\n                hasMoreDeals\n                  ? translateWithFallback(\n                      t,\n                      'customers.deals.kanban.lane.aria.partialCount',\n                      'Showing {visible} of {total}',\n                      { visible: visibleCount, total: totalCount },\n                    )\n                  : undefined\n              }\n            >\n              {totalCount}\n            </span>\n          </div>\n          <div className=\"flex shrink-0 items-center gap-2\">\n            {totalLabel ? (\n              <span className=\"text-sm font-bold leading-normal text-foreground\">\n                {totalLabel}\n              </span>\n            ) : null}\n            {stats.rows.length > 1 ? (\n              <LaneCurrencyBreakdown\n                rows={stats.rows}\n                baseCurrencyCode={stats.baseCurrencyCode}\n                totalInBaseCurrency={stats.totalInBaseCurrency}\n                convertedAll={stats.convertedAll}\n                missingRateCurrencies={stats.missingRateCurrencies}\n                triggerLabel={`+${stats.rows.length - 1}`}\n                headingLabel={stage.label.toUpperCase()}\n                headingCount={totalCount}\n              />\n            ) : null}\n          </div>\n        </div>\n      </div>\n\n      <DashedTileButton\n        onClick={handleQuickAdd}\n        className=\"h-11\"\n        ariaLabel={translateWithFallback(\n          t,\n          'customers.deals.kanban.lane.aria.quickAdd',\n          'Quickly add a deal to {stage}',\n          { stage: stage.label },\n        )}\n      >\n        <span className=\"text-base font-bold leading-none\">+</span>\n        <span>{translateWithFallback(t, 'customers.deals.kanban.cta.quickDeal', 'Quick deal')}</span>\n      </DashedTileButton>\n\n      <div\n        ref={setNodeRef}\n        className={`flex min-h-[40vh] flex-col gap-3 rounded-lg p-1.5 ${\n          isOver\n            ? 'bg-accent-indigo/10 outline-dashed outline-2 outline-accent-indigo -outline-offset-[2px]'\n            : showDropHighlight\n              ? 'bg-muted/40 outline-dashed outline-1 outline-muted-foreground/40 -outline-offset-[2px]'\n              : ''\n        }`}\n      >\n        {deals.length === 0 ? (\n          <EmptyState\n            size=\"sm\"\n            title={translateWithFallback(\n              t,\n              'customers.deals.kanban.lane.empty',\n              'No deals in this stage yet.',\n            )}\n          />\n        ) : (\n          deals.map((deal) => (\n            <DealCard\n              key={deal.id}\n              deal={deal}\n              selected={selectedDealIds.has(deal.id)}\n              bulkSelectionActive={bulkSelectionActive}\n              buildMenuItems={buildMenuItems}\n              isActiveDrag={activeDragDealId === deal.id}\n              onToggleSelect={onToggleSelect}\n              onComposeActivity={onComposeActivity}\n              onOpenDetail={onOpenDetail}\n            />\n          ))\n        )}\n        {hasMoreDeals && onLoadMore ? (\n          <DashedTileButton\n            onClick={() => onLoadMore(stage.id)}\n            disabled={isLoadingMore}\n            className=\"mt-0.75 px-3 py-2.5 text-muted-foreground\"\n            ariaLabel={translateWithFallback(\n              t,\n              'customers.deals.kanban.lane.aria.loadMore',\n              'Load more deals in {stage}',\n              { stage: stage.label },\n            )}\n          >\n            {isLoadingMore\n              ? translateWithFallback(t, 'customers.deals.kanban.lane.loadingMore', 'Loading\u2026')\n              : translateWithFallback(\n                  t,\n                  'customers.deals.kanban.lane.loadMore',\n                  'Show more ({remaining})',\n                  { remaining: totalCount - visibleCount },\n                )}\n          </DashedTileButton>\n        ) : null}\n      </div>\n      {onResize ? (\n        <LaneResizeHandle\n          onResize={(delta) => onResize(stage.id, delta)}\n          onResizeEnd={() => onResizeEnd?.(stage.id)}\n          onReset={() => onResetWidth?.(stage.id)}\n        />\n      ) : null}\n    </div>\n  )\n}\n\n// Memoize the lane so changes in a different lane (or in the active drag) don't re-render us.\n// Page passes booleans (isDragActive) instead of activeDragDealId so most lanes can skip re-rendering.\nexport const Lane = React.memo(LaneImpl, (prev, next) => {\n  if (prev.stage !== next.stage) return false\n  if (prev.deals !== next.deals) return false\n  if (prev.aggregate !== next.aggregate) return false\n  if (prev.selectedDealIds !== next.selectedDealIds) return false\n  if (prev.buildMenuItems !== next.buildMenuItems) return false\n  if (prev.activeDragDealId !== next.activeDragDealId) return false\n  if (prev.isLoadingMore !== next.isLoadingMore) return false\n  if (prev.width !== next.width) return false\n  return true\n})\n\nexport default Lane\n"],
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+  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport { useDroppable } from '@dnd-kit/core'\nimport { EmptyState } from '@open-mercato/ui/primitives/empty-state'\nimport type { RowActionItem } from '@open-mercato/ui/backend/RowActions'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { translateWithFallback } from '@open-mercato/shared/lib/i18n/translate'\nimport type { FilterOptionTone } from '@open-mercato/shared/lib/query/advanced-filter'\nimport { toneToDotClass } from './toneClasses'\nimport { DealCard, type DealCardData } from './DealCard'\nimport { DashedTileButton } from './DashedTileButton'\nimport { LANE_WIDTH_PX } from './constants'\nimport { LaneCurrencyBreakdown } from './LaneCurrencyBreakdown'\nimport { LaneResizeHandle } from './LaneResizeHandle'\n\nexport type LaneStage = {\n  id: string\n  label: string\n  tone: FilterOptionTone | null\n}\n\nexport type LaneAggregateProp = {\n  count: number\n  totalInBaseCurrency: number\n  byCurrency: Array<{ currency: string; total: number; count: number }>\n  baseCurrencyCode: string | null\n  /** `true` when every currency in `byCurrency` was convertible to the base currency. */\n  convertedAll: boolean\n  /** Currencies present in `byCurrency` that lack an FX rate to base \u2014 excluded from totals. */\n  missingRateCurrencies: string[]\n}\n\ntype LaneProps = {\n  stage: LaneStage\n  deals: DealCardData[]\n  /** Server-side aggregate for accurate counts/totals across all deals in this stage, not just loaded ones */\n  aggregate?: LaneAggregateProp | null\n  selectedDealIds: Set<string>\n  buildMenuItems: (deal: DealCardData) => RowActionItem[]\n  activeDragDealId?: string | null\n  isLoadingMore?: boolean\n  /** Pixel width override (when the user has resized the column). Falls back to the default class. */\n  width?: number | null\n  onToggleSelect: (dealId: string) => void\n  onComposeActivity: (dealId: string, type: 'call' | 'email' | 'note') => void\n  onOpenDetail: (dealId: string) => void\n  onQuickAddClick: (stageId: string) => void\n  onLoadMore?: (stageId: string) => void\n  /** Drag-resize callbacks. When provided, a vertical drag handle is rendered on the lane edge. */\n  onResize?: (stageId: string, deltaPx: number) => void\n  onResizeEnd?: (stageId: string) => void\n  onResetWidth?: (stageId: string) => void\n}\n\n// 4px color bar tone \u2014 saturated icon tokens shared with the status filter pills\n// (toneClasses.ts) so the lane bar and the filter dots stay in lockstep (#5107 review).\nfunction getAccentClass(tone: FilterOptionTone | null): string {\n  return toneToDotClass(tone, 'bg-border')\n}\n\n// Count pill bg uses very-light status background, text uses status text color\nconst COUNT_BADGE_TONE_CLASS: Record<FilterOptionTone, string> = {\n  success: 'bg-status-success-bg text-status-success-text',\n  error: 'bg-status-error-bg text-status-error-text',\n  warning: 'bg-status-warning-bg text-status-warning-text',\n  info: 'bg-status-info-bg text-status-info-text',\n  neutral: 'bg-status-neutral-bg text-status-neutral-text',\n  brand: 'bg-brand-violet/14 text-brand-violet',\n  pink: 'bg-status-pink-bg text-status-pink-text',\n}\n\nfunction getCountBadgeClass(tone: FilterOptionTone | null): string {\n  if (tone && tone in COUNT_BADGE_TONE_CLASS) return COUNT_BADGE_TONE_CLASS[tone]\n  return 'bg-muted text-muted-foreground'\n}\n\nfunction compactCurrency(amount: number): string {\n  if (amount >= 1_000_000) {\n    const value = amount / 1_000_000\n    return value >= 100 ? `${Math.round(value)}M` : `${value.toFixed(1).replace(/\\.0$/, '')}M`\n  }\n  if (amount >= 1_000) {\n    const value = amount / 1_000\n    return value >= 100 ? `${Math.round(value)}k` : `${value.toFixed(1).replace(/\\.0$/, '')}k`\n  }\n  return String(Math.round(amount))\n}\n\ntype CurrencyRow = { currency: string; total: number; count: number }\n\ntype LaneStats = {\n  count: number\n  /** Headline amount and the currency it is denominated in (largest single currency, raw, never converted). */\n  primaryAmount: number\n  primaryCurrency: string | null\n  /** Per-currency rows sorted desc by total \u2014 the popover renders these one per line. */\n  rows: CurrencyRow[]\n  /** Sum of `rows` converted to base currency (zero when no base is configured / nothing converted). */\n  totalInBaseCurrency: number\n  baseCurrencyCode: string | null\n  convertedAll: boolean\n  missingRateCurrencies: string[]\n}\n\n/**\n * Build display stats.\n * - If a server aggregate is provided, prefer it (covers all deals, converts to tenant base currency).\n * - Otherwise fall back to summing loaded deals (used before aggregate query loads).\n *\n * The headline currency on the lane header is intentionally the LARGEST raw currency\n * (not the base-currency converted total) because the converted total can be misleading\n * when FX rates are missing \u2014 operators see a smaller number than the headline suggests.\n * The base-currency converted total is reserved for the breakdown popover footer, where\n * a partial-conversion indicator can disclose what's excluded.\n */\nfunction buildLaneStats(deals: DealCardData[], aggregate?: LaneAggregateProp | null): LaneStats {\n  if (aggregate) {\n    const rows = aggregate.byCurrency\n    // Pick the single currency with the largest raw total to surface in the header. 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