@open-mercato/core 0.6.8-develop.7100.1.fbf66fca35 → 0.6.8-develop.7101.1.bd9356828a

package/.turbo/turbo-build.log

@@ -1,4 +1,4 @@
-[build:core] found 4355 entry points
+[build:core] found 4356 entry points
 [build:core] built successfully
 [build:core:generated] found 218 entry points
 [build:core:generated] built successfully

package/dist/modules/currencies/services/rateFetchingService.js

@@ -66,11 +66,16 @@ class RateFetchingService {
       return { kind: "failed", providerSource, error: message };
     }
   }
+  /**
+   * Currencies whose rates are worth storing. Deliberately not filtered by `isActive`: that flag
+   * answers whether a currency may be picked for something new, which says nothing about whether
+   * records already denominated in it must stay convertible. Soft delete is what takes a currency
+   * out of rate fetching.
+   */
   async getExistingCurrencies(scope) {
     return this.em.find(Currency, {
       tenantId: scope.tenantId,
       organizationId: scope.organizationId,
-      isActive: true,
       deletedAt: null
     });
   }

package/dist/modules/currencies/services/rateFetchingService.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/currencies/services/rateFetchingService.ts"],
-  "sourcesContent": ["import type { EntityManager } from '@mikro-orm/core'\nimport { RateProvider, RateProviderResult } from './providers/base'\nimport { Currency, ExchangeRate } from '../data/entities'\n\nexport interface FetchResult {\n  totalFetched: number\n  byProvider: Record<string, { count: number; errors?: string[] }>\n  errors: string[]\n}\n\nexport interface FetchOptions {\n  providers?: string[]\n  forceUpdate?: boolean\n}\n\ntype ProviderFetchOutcome =\n  | { kind: 'skipped'; providerSource: string; error: string }\n  | { kind: 'failed'; providerSource: string; error: string }\n  | { kind: 'fetched'; providerSource: string; rates: RateProviderResult[] }\n\nconst exchangeRateKey = (\n  fromCurrencyCode: string,\n  toCurrencyCode: string,\n  date: Date,\n  source: string\n): string => `${fromCurrencyCode}|${toCurrencyCode}|${date.getTime()}|${source}`\n\nexport class RateFetchingService {\n  private providers: Map<string, RateProvider>\n\n  constructor(private em: EntityManager) {\n    this.providers = new Map()\n  }\n\n  /**\n   * Register a rate provider\n   */\n  registerProvider(provider: RateProvider): void {\n    this.providers.set(provider.source, provider)\n  }\n\n  async fetchRatesForDate(\n    date: Date,\n    scope: { tenantId: string; organizationId: string },\n    options: FetchOptions = {}\n  ): Promise<FetchResult> {\n    const result: FetchResult = {\n      totalFetched: 0,\n      byProvider: {},\n      errors: [],\n    }\n\n    // Get existing currencies for validation\n    const existingCurrencies = await this.getExistingCurrencies(scope)\n    const currencyCodeSet = new Set(existingCurrencies.map((c) => c.code))\n\n    // Determine which providers to use\n    const providerList = options.providers?.length\n      ? options.providers\n      : Array.from(this.providers.keys())\n\n    // Fetch every provider concurrently: provider calls are independent network I/O,\n    // so overlapping them caps total latency at the slowest provider instead of the sum\n    // of all provider timeouts. Each provider is isolated in its own try/catch so a\n    // single failure never rejects the batch.\n    const outcomes = await Promise.all(\n      providerList.map((providerSource) =>\n        this.fetchFromProvider(providerSource, date, scope, currencyCodeSet)\n      )\n    )\n\n    // Persist sequentially in provider order: a single EntityManager is not safe for\n    // concurrent transactions, and stable ordering keeps DB writes and the byProvider\n    // response shape deterministic regardless of which fetch resolved first.\n    for (const outcome of outcomes) {\n      if (outcome.kind === 'skipped') {\n        result.errors.push(outcome.error)\n        continue\n      }\n\n      if (outcome.kind === 'failed') {\n        result.errors.push(`${outcome.providerSource}: ${outcome.error}`)\n        result.byProvider[outcome.providerSource] = { count: 0, errors: [outcome.error] }\n        continue\n      }\n\n      try {\n        const stored = await this.storeRates(outcome.rates, scope)\n        result.byProvider[outcome.providerSource] = { count: stored }\n        result.totalFetched += stored\n      } catch (err) {\n        const message = err instanceof Error ? err.message : String(err)\n        result.errors.push(`${outcome.providerSource}: ${message}`)\n        result.byProvider[outcome.providerSource] = { count: 0, errors: [message] }\n      }\n    }\n\n    return result\n  }\n\n  private async fetchFromProvider(\n    providerSource: string,\n    date: Date,\n    scope: { tenantId: string; organizationId: string },\n    currencyCodeSet: Set<string>\n  ): Promise<ProviderFetchOutcome> {\n    const provider = this.providers.get(providerSource)\n\n    if (!provider) {\n      return { kind: 'skipped', providerSource, error: `Unknown provider: ${providerSource}` }\n    }\n\n    if (!provider.isAvailable()) {\n      return { kind: 'skipped', providerSource, error: `Provider not available: ${providerSource}` }\n    }\n\n    try {\n      const rates = await provider.fetchRates(date, scope, currencyCodeSet)\n\n      // Filter: only currencies that exist in both directions\n      const validRates = rates.filter(\n        (r) =>\n          currencyCodeSet.has(r.fromCurrencyCode) &&\n          currencyCodeSet.has(r.toCurrencyCode)\n      )\n\n      return { kind: 'fetched', providerSource, rates: validRates }\n    } catch (err) {\n      const message = err instanceof Error ? err.message : String(err)\n      return { kind: 'failed', providerSource, error: message }\n    }\n  }\n\n  private async getExistingCurrencies(scope: {\n    tenantId: string\n    organizationId: string\n  }): Promise<Currency[]> {\n    return this.em.find(Currency, {\n      tenantId: scope.tenantId,\n      organizationId: scope.organizationId,\n      isActive: true,\n      deletedAt: null,\n    })\n  }\n\n  private async storeRates(\n    rates: RateProviderResult[],\n    scope: { tenantId: string; organizationId: string }\n  ): Promise<number> {\n    if (rates.length === 0) return 0\n\n    let stored = 0\n\n    await this.em.transactional(async (em) => {\n      // Prefetch every existing rate that could match this batch in a single query,\n      // then index by composite key so the per-rate loop never hits the database.\n      const fromCurrencyCodes = Array.from(new Set(rates.map((rate) => rate.fromCurrencyCode)))\n      const toCurrencyCodes = Array.from(new Set(rates.map((rate) => rate.toCurrencyCode)))\n      const sources = Array.from(new Set(rates.map((rate) => rate.source)))\n      const dates = Array.from(new Set(rates.map((rate) => rate.date.getTime()))).map(\n        (time) => new Date(time)\n      )\n\n      const existingRates = await em.find(ExchangeRate, {\n        organizationId: scope.organizationId,\n        tenantId: scope.tenantId,\n        fromCurrencyCode: { $in: fromCurrencyCodes },\n        toCurrencyCode: { $in: toCurrencyCodes },\n        date: { $in: dates },\n        source: { $in: sources },\n      })\n\n      const existingByKey = new Map<string, ExchangeRate>()\n      for (const existing of existingRates) {\n        existingByKey.set(\n          exchangeRateKey(existing.fromCurrencyCode, existing.toCurrencyCode, existing.date, existing.source),\n          existing\n        )\n      }\n\n      const now = new Date()\n      for (const rate of rates) {\n        const key = exchangeRateKey(rate.fromCurrencyCode, rate.toCurrencyCode, rate.date, rate.source)\n        const existing = existingByKey.get(key)\n\n        if (existing) {\n          // Update existing rate\n          existing.rate = rate.rate\n          existing.type = rate.type ?? null\n          existing.updatedAt = now\n          em.persist(existing)\n        } else {\n          // Create new rate\n          const newRate = em.create(ExchangeRate, {\n            organizationId: scope.organizationId,\n            tenantId: scope.tenantId,\n            fromCurrencyCode: rate.fromCurrencyCode,\n            toCurrencyCode: rate.toCurrencyCode,\n            rate: rate.rate,\n            date: rate.date,\n            source: rate.source,\n            type: rate.type ?? null,\n            isActive: true,\n            createdAt: now,\n            updatedAt: now,\n          })\n          em.persist(newRate)\n          // Track so duplicate keys within the same batch update in memory instead of double-inserting.\n          existingByKey.set(key, newRate)\n        }\n\n        stored++\n      }\n\n      // Flush all changes at once\n      await em.flush()\n    })\n\n    return stored\n  }\n}\n"],
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+  "sourcesContent": ["import type { EntityManager } from '@mikro-orm/core'\nimport { RateProvider, RateProviderResult } from './providers/base'\nimport { Currency, ExchangeRate } from '../data/entities'\n\nexport interface FetchResult {\n  totalFetched: number\n  byProvider: Record<string, { count: number; errors?: string[] }>\n  errors: string[]\n}\n\nexport interface FetchOptions {\n  providers?: string[]\n  forceUpdate?: boolean\n}\n\ntype ProviderFetchOutcome =\n  | { kind: 'skipped'; providerSource: string; error: string }\n  | { kind: 'failed'; providerSource: string; error: string }\n  | { kind: 'fetched'; providerSource: string; rates: RateProviderResult[] }\n\nconst exchangeRateKey = (\n  fromCurrencyCode: string,\n  toCurrencyCode: string,\n  date: Date,\n  source: string\n): string => `${fromCurrencyCode}|${toCurrencyCode}|${date.getTime()}|${source}`\n\nexport class RateFetchingService {\n  private providers: Map<string, RateProvider>\n\n  constructor(private em: EntityManager) {\n    this.providers = new Map()\n  }\n\n  /**\n   * Register a rate provider\n   */\n  registerProvider(provider: RateProvider): void {\n    this.providers.set(provider.source, provider)\n  }\n\n  async fetchRatesForDate(\n    date: Date,\n    scope: { tenantId: string; organizationId: string },\n    options: FetchOptions = {}\n  ): Promise<FetchResult> {\n    const result: FetchResult = {\n      totalFetched: 0,\n      byProvider: {},\n      errors: [],\n    }\n\n    // Get existing currencies for validation\n    const existingCurrencies = await this.getExistingCurrencies(scope)\n    const currencyCodeSet = new Set(existingCurrencies.map((c) => c.code))\n\n    // Determine which providers to use\n    const providerList = options.providers?.length\n      ? options.providers\n      : Array.from(this.providers.keys())\n\n    // Fetch every provider concurrently: provider calls are independent network I/O,\n    // so overlapping them caps total latency at the slowest provider instead of the sum\n    // of all provider timeouts. Each provider is isolated in its own try/catch so a\n    // single failure never rejects the batch.\n    const outcomes = await Promise.all(\n      providerList.map((providerSource) =>\n        this.fetchFromProvider(providerSource, date, scope, currencyCodeSet)\n      )\n    )\n\n    // Persist sequentially in provider order: a single EntityManager is not safe for\n    // concurrent transactions, and stable ordering keeps DB writes and the byProvider\n    // response shape deterministic regardless of which fetch resolved first.\n    for (const outcome of outcomes) {\n      if (outcome.kind === 'skipped') {\n        result.errors.push(outcome.error)\n        continue\n      }\n\n      if (outcome.kind === 'failed') {\n        result.errors.push(`${outcome.providerSource}: ${outcome.error}`)\n        result.byProvider[outcome.providerSource] = { count: 0, errors: [outcome.error] }\n        continue\n      }\n\n      try {\n        const stored = await this.storeRates(outcome.rates, scope)\n        result.byProvider[outcome.providerSource] = { count: stored }\n        result.totalFetched += stored\n      } catch (err) {\n        const message = err instanceof Error ? err.message : String(err)\n        result.errors.push(`${outcome.providerSource}: ${message}`)\n        result.byProvider[outcome.providerSource] = { count: 0, errors: [message] }\n      }\n    }\n\n    return result\n  }\n\n  private async fetchFromProvider(\n    providerSource: string,\n    date: Date,\n    scope: { tenantId: string; organizationId: string },\n    currencyCodeSet: Set<string>\n  ): Promise<ProviderFetchOutcome> {\n    const provider = this.providers.get(providerSource)\n\n    if (!provider) {\n      return { kind: 'skipped', providerSource, error: `Unknown provider: ${providerSource}` }\n    }\n\n    if (!provider.isAvailable()) {\n      return { kind: 'skipped', providerSource, error: `Provider not available: ${providerSource}` }\n    }\n\n    try {\n      const rates = await provider.fetchRates(date, scope, currencyCodeSet)\n\n      // Filter: only currencies that exist in both directions\n      const validRates = rates.filter(\n        (r) =>\n          currencyCodeSet.has(r.fromCurrencyCode) &&\n          currencyCodeSet.has(r.toCurrencyCode)\n      )\n\n      return { kind: 'fetched', providerSource, rates: validRates }\n    } catch (err) {\n      const message = err instanceof Error ? err.message : String(err)\n      return { kind: 'failed', providerSource, error: message }\n    }\n  }\n\n  /**\n   * Currencies whose rates are worth storing. Deliberately not filtered by `isActive`: that flag\n   * answers whether a currency may be picked for something new, which says nothing about whether\n   * records already denominated in it must stay convertible. Soft delete is what takes a currency\n   * out of rate fetching.\n   */\n  private async getExistingCurrencies(scope: {\n    tenantId: string\n    organizationId: string\n  }): Promise<Currency[]> {\n    return this.em.find(Currency, {\n      tenantId: scope.tenantId,\n      organizationId: scope.organizationId,\n      deletedAt: null,\n    })\n  }\n\n  private async storeRates(\n    rates: RateProviderResult[],\n    scope: { tenantId: string; organizationId: string }\n  ): Promise<number> {\n    if (rates.length === 0) return 0\n\n    let stored = 0\n\n    await this.em.transactional(async (em) => {\n      // Prefetch every existing rate that could match this batch in a single query,\n      // then index by composite key so the per-rate loop never hits the database.\n      const fromCurrencyCodes = Array.from(new Set(rates.map((rate) => rate.fromCurrencyCode)))\n      const toCurrencyCodes = Array.from(new Set(rates.map((rate) => rate.toCurrencyCode)))\n      const sources = Array.from(new Set(rates.map((rate) => rate.source)))\n      const dates = Array.from(new Set(rates.map((rate) => rate.date.getTime()))).map(\n        (time) => new Date(time)\n      )\n\n      const existingRates = await em.find(ExchangeRate, {\n        organizationId: scope.organizationId,\n        tenantId: scope.tenantId,\n        fromCurrencyCode: { $in: fromCurrencyCodes },\n        toCurrencyCode: { $in: toCurrencyCodes },\n        date: { $in: dates },\n        source: { $in: sources },\n      })\n\n      const existingByKey = new Map<string, ExchangeRate>()\n      for (const existing of existingRates) {\n        existingByKey.set(\n          exchangeRateKey(existing.fromCurrencyCode, existing.toCurrencyCode, existing.date, existing.source),\n          existing\n        )\n      }\n\n      const now = new Date()\n      for (const rate of rates) {\n        const key = exchangeRateKey(rate.fromCurrencyCode, rate.toCurrencyCode, rate.date, rate.source)\n        const existing = existingByKey.get(key)\n\n        if (existing) {\n          // Update existing rate\n          existing.rate = rate.rate\n          existing.type = rate.type ?? null\n          existing.updatedAt = now\n          em.persist(existing)\n        } else {\n          // Create new rate\n          const newRate = em.create(ExchangeRate, {\n            organizationId: scope.organizationId,\n            tenantId: scope.tenantId,\n            fromCurrencyCode: rate.fromCurrencyCode,\n            toCurrencyCode: rate.toCurrencyCode,\n            rate: rate.rate,\n            date: rate.date,\n            source: rate.source,\n            type: rate.type ?? null,\n            isActive: true,\n            createdAt: now,\n            updatedAt: now,\n          })\n          em.persist(newRate)\n          // Track so duplicate keys within the same batch update in memory instead of double-inserting.\n          existingByKey.set(key, newRate)\n        }\n\n        stored++\n      }\n\n      // Flush all changes at once\n      await em.flush()\n    })\n\n    return stored\n  }\n}\n"],
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   "names": []
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.6.8-develop.7100.1.fbf66fca35",
+  "version": "0.6.8-develop.7101.1.bd9356828a",
   "license": "MIT",
   "type": "module",
   "main": "./dist/index.js",
@@ -252,16 +252,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.6.8-develop.7100.1.fbf66fca35",
-    "@open-mercato/shared": "0.6.8-develop.7100.1.fbf66fca35",
-    "@open-mercato/ui": "0.6.8-develop.7100.1.fbf66fca35",
+    "@open-mercato/ai-assistant": "0.6.8-develop.7101.1.bd9356828a",
+    "@open-mercato/shared": "0.6.8-develop.7101.1.bd9356828a",
+    "@open-mercato/ui": "0.6.8-develop.7101.1.bd9356828a",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.6.8-develop.7100.1.fbf66fca35",
-    "@open-mercato/shared": "0.6.8-develop.7100.1.fbf66fca35",
-    "@open-mercato/ui": "0.6.8-develop.7100.1.fbf66fca35",
+    "@open-mercato/ai-assistant": "0.6.8-develop.7101.1.bd9356828a",
+    "@open-mercato/shared": "0.6.8-develop.7101.1.bd9356828a",
+    "@open-mercato/ui": "0.6.8-develop.7101.1.bd9356828a",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^7.0.0",
     "@testing-library/react": "^16.3.1",

package/src/modules/currencies/AGENTS.md

@@ -9,6 +9,9 @@ Use the currencies module for multi-currency support, exchange rates, and curren
 3. **MUST record both transaction currency and base currency amounts** — dual recording is mandatory for reporting
 4. **MUST calculate realized gains/losses** on payment: `(payment rate - invoice rate) × foreign amount`
 5. **MUST keep financial postings atomic** — full transaction rollback on error
+6. **MUST NOT filter rate fetching by `isActive`** — that flag decides whether a currency can be
+   picked for something new, not whether it still needs a live rate. Rates are fetched for every
+   currency in scope that is not soft-deleted. See `services/README.md` → "Which Currencies Get Rates"
 
 ## Ask First
 

package/src/modules/currencies/services/README.md

@@ -282,6 +282,51 @@ console.log(`By provider:`, result.byProvider)
 console.log(`Errors:`, result.errors)
 ```
 
+### Which Currencies Get Rates
+
+`fetchRatesForDate` first resolves the set of currency codes worth storing rates for, then filters
+every provider response against it — a rate is kept only when **both** legs of its pair are in the
+set. The set is every currency in the tenant/organization scope that is not soft-deleted.
+
+`isActive` deliberately plays no part here. That flag answers whether a currency may be **selected**
+for something new (it gates `api/currencies/options`, the `?isActive` list filter and the
+exchange-rate form's currency select), which says nothing about whether records already denominated
+in it must stay convertible. Deactivating a currency while existing records still reference it is
+the normal way to grandfather it, and those records keep needing a rate — otherwise conversions out
+of the currency start failing once the stored rates fall outside the consumer's lookback window.
+`ExchangeRateService` defaults to `maxDaysBack: 30`, but consumers override it — the deal-value
+conversions in `customers/api/deals/{aggregate,summary}` pass `maxDaysBack: 60`, so a currency that
+stopped accruing rates drops out of pipeline totals (`convertedAll: false`, no error surfaced)
+roughly 60 days later.
+
+**Soft delete is the only thing that stops a currency from accruing rates.** `deletedAt` excludes it
+from the set; nothing else does, `isActive` included.
+
+Reaching `deletedAt` takes two steps, in this order, because `deleteCurrencyCommand` refuses the
+delete while the currency still has live rates — the very rates fetching keeps writing
+(`storeRates` stores each one with `isActive: true`):
+
+1. Delete or deactivate every `exchange_rates` row whose `fromCurrencyCode` or `toCurrencyCode` is
+   the currency, otherwise `DELETE /api/currencies/currencies` answers
+   `400 Cannot delete currency XXX because it has N active exchange rate(s)`.
+2. Soft-delete the currency, with no fetch in between. Any fetch in that window — the "Fetch rates"
+   button, `mercato currencies fetch-rates`, or `ExchangeRateService`'s `autoFetch` (which defaults
+   to `true`) — recreates the rates and re-blocks the delete.
+
+There is deliberately **no reversible way to pause rate accrual for a single currency**. An earlier
+draft of this change added a `Currency.fetchRatesWhenInactive` opt-in column for exactly that and it
+was dropped: an extra column to express "grandfathered but still convertible" is the state
+`isActive: false` already describes, and the cost of keeping a currency in the set is bounded (see
+below). Soft delete is the terminal off-switch, not a pause.
+
+Note that both bundled providers (NBP, Raiffeisen) return `[]` outright when `PLN` is missing from
+the set, so a `PLN` that fell out of it silenced the entire provider rather than just `PLN`'s own
+pairs — another reason the set is not narrowed by selectability.
+
+Keeping the set wide costs no extra provider calls: both providers fetch a full table in a single
+request per date and the set is applied locally. The only cost is additional `exchange_rates` rows,
+bounded by what the provider returns anyway.
+
 ### When to Use RateFetchingService Directly
 
 - Scheduled/batch fetching of rates

package/src/modules/currencies/services/rateFetchingService.ts

@@ -131,6 +131,12 @@ export class RateFetchingService {
     }
   }
 
+  /**
+   * Currencies whose rates are worth storing. Deliberately not filtered by `isActive`: that flag
+   * answers whether a currency may be picked for something new, which says nothing about whether
+   * records already denominated in it must stay convertible. Soft delete is what takes a currency
+   * out of rate fetching.
+   */
   private async getExistingCurrencies(scope: {
     tenantId: string
     organizationId: string
@@ -138,7 +144,6 @@ export class RateFetchingService {
     return this.em.find(Currency, {
       tenantId: scope.tenantId,
       organizationId: scope.organizationId,
-      isActive: true,
       deletedAt: null,
     })
   }