@open-mercato/core 0.7.1-develop.7122.1.421cefe668 → 0.7.1-develop.7123.1.25365e718d

package/.turbo/turbo-build.log

@@ -1,4 +1,4 @@
-[build:core] found 4369 entry points
+[build:core] found 4370 entry points
 [build:core] built successfully
 [build:core:generated] found 218 entry points
 [build:core:generated] built successfully

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

@@ -1,5 +1,7 @@
+import { createHash } from "node:crypto";
 import { NextResponse } from "next/server";
 import { z } from "zod";
+import { runWithCacheTenant } from "@open-mercato/cache";
 import { getAuthFromRequest } from "@open-mercato/shared/lib/auth/server";
 import { createRequestContainer } from "@open-mercato/shared/lib/di/container";
 import { resolveOrganizationScopeForRequest } from "@open-mercato/core/modules/directory/utils/organizationScope";
@@ -7,6 +9,12 @@ import { resolveDealsOrganizationIds } from "../../../lib/dealsOrganizationScope
 import { resolveOptionalBaseCurrencyCode } from "../../../lib/optionalBaseCurrency.js";
 import { parseBooleanFromUnknown } from "@open-mercato/shared/lib/boolean";
 import { escapeLikePattern } from "@open-mercato/shared/lib/db/escapeLikePattern";
+import {
+  buildCollectionTags,
+  debugCrudCache,
+  isCrudCacheEnabled,
+  resolveCrudCache
+} from "@open-mercato/shared/lib/crud/cache";
 import { readQueryParamList } from "@open-mercato/shared/lib/crud/query-params";
 import { isTenantDataEncryptionEnabled } from "@open-mercato/shared/lib/encryption/toggles";
 import { fetchStuckDealIds } from "../../../lib/stuckDeals.js";
@@ -15,6 +23,8 @@ import { findMatchingEntityIdsBySearchTokensAcrossSources } from "../../utils.js
 import { E } from "../../../../../generated/entities.ids.generated.js";
 import { createLogger } from "@open-mercato/shared/lib/logger";
 const logger = createLogger("customers");
+const DEALS_AGGREGATE_CACHE_RESOURCE = "customers.deal";
+const DEALS_AGGREGATE_CACHE_TTL_MS = 3e4;
 const metadata = {
   GET: { requireAuth: true, requireFeatures: ["customers.deals.view"] }
 };
@@ -36,6 +46,29 @@ const querySchema = z.object({
   expectedCloseAtFrom: z.string().optional(),
   expectedCloseAtTo: z.string().optional()
 });
+function normalizeStringSet(values) {
+  return Array.from(new Set((values ?? []).map((value) => value.trim()))).sort((left, right) => left < right ? -1 : left > right ? 1 : 0);
+}
+function buildDealsAggregateCacheKey(params) {
+  const signature = {
+    tenantId: params.tenantId,
+    currencyScopeOrganizationId: params.currencyScopeOrganizationId,
+    organizationIds: normalizeStringSet(params.organizationIds),
+    pipelineId: params.query.pipelineId ?? null,
+    status: normalizeStringSet(params.query.status),
+    ownerUserId: normalizeStringSet(params.query.ownerUserId),
+    personId: normalizeStringSet(params.query.personId),
+    companyId: normalizeStringSet(params.query.companyId),
+    expectedCloseAtFrom: params.query.expectedCloseAtFrom ?? null,
+    expectedCloseAtTo: params.query.expectedCloseAtTo ?? null,
+    isOverdue: params.query.isOverdue === true
+  };
+  const digest = createHash("sha256").update(JSON.stringify(signature)).digest("hex");
+  return `customers:deal:aggregate:v1:${digest}`;
+}
+function isDealsAggregateCacheEligible(searchParams) {
+  return !searchParams.has("search") && !searchParams.has("isStuck");
+}
 const stageBreakdownByCurrencySchema = z.object({
   currency: z.string(),
   total: z.number(),
@@ -119,6 +152,37 @@ async function GET(req) {
     return NextResponse.json({ error: "Unauthorized" }, { status: 401 });
   }
   const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId });
+  const aggregateCache = isDealsAggregateCacheEligible(params) && isCrudCacheEnabled() ? resolveCrudCache(container) : null;
+  const aggregateCacheKey = aggregateCache ? buildDealsAggregateCacheKey({
+    tenantId: effectiveTenantId,
+    currencyScopeOrganizationId: orgFilterIds[0] ?? null,
+    organizationIds: orgFilterIds,
+    query: parsed.data
+  }) : null;
+  if (aggregateCache && aggregateCacheKey) {
+    try {
+      const cached = await runWithCacheTenant(
+        effectiveTenantId,
+        () => aggregateCache.get(aggregateCacheKey)
+      );
+      const cachedResponse = aggregateResponseSchema.safeParse(cached);
+      if (cachedResponse.success) {
+        return NextResponse.json(cachedResponse.data);
+      }
+      if (cached !== null && cached !== void 0) {
+        debugCrudCache("get-invalid", {
+          resource: DEALS_AGGREGATE_CACHE_RESOURCE,
+          key: aggregateCacheKey
+        });
+      }
+    } catch (err) {
+      debugCrudCache("get", {
+        resource: DEALS_AGGREGATE_CACHE_RESOURCE,
+        key: aggregateCacheKey,
+        error: err instanceof Error ? err.message : String(err)
+      });
+    }
+  }
   const baseCurrencyCode = await resolveOptionalBaseCurrencyCode(
     container,
     effectiveTenantId,
@@ -331,6 +395,27 @@ async function GET(req) {
     baseCurrencyCode,
     perStage: Array.from(stageMap.values())
   };
+  if (aggregateCache && aggregateCacheKey) {
+    try {
+      await runWithCacheTenant(
+        effectiveTenantId,
+        () => aggregateCache.set(aggregateCacheKey, response, {
+          ttl: DEALS_AGGREGATE_CACHE_TTL_MS,
+          tags: buildCollectionTags(
+            DEALS_AGGREGATE_CACHE_RESOURCE,
+            effectiveTenantId,
+            normalizeStringSet(orgFilterIds)
+          )
+        })
+      );
+    } catch (err) {
+      debugCrudCache("store", {
+        resource: DEALS_AGGREGATE_CACHE_RESOURCE,
+        key: aggregateCacheKey,
+        error: err instanceof Error ? err.message : String(err)
+      });
+    }
+  }
   return NextResponse.json(response);
 }
 export {

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 { readQueryParamList } from '@open-mercato/shared/lib/crud/query-params'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { fetchStuckDealIds } from '../../../lib/stuckDeals'\nimport { expandDealStatusAliases } from '../../../lib/dealStatus'\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.string().max(50)).max(20).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 values = readQueryParamList(searchParams, key)\n  return values.length ? values : 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"],
-  "mappings": 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[]).map((value) => value.trim())))\n    .sort((left, right) => (left < right ? -1 : left > right ? 1 : 0))\n}\n\nfunction buildDealsAggregateCacheKey(params: {\n  tenantId: string\n  currencyScopeOrganizationId: string | null\n  organizationIds: string[]\n  query: AggregateQuery\n}): string {\n  const signature = {\n    tenantId: params.tenantId,\n    currencyScopeOrganizationId: params.currencyScopeOrganizationId,\n    organizationIds: normalizeStringSet(params.organizationIds),\n    pipelineId: params.query.pipelineId ?? null,\n    status: normalizeStringSet(params.query.status),\n    ownerUserId: normalizeStringSet(params.query.ownerUserId),\n    personId: normalizeStringSet(params.query.personId),\n    companyId: normalizeStringSet(params.query.companyId),\n    expectedCloseAtFrom: params.query.expectedCloseAtFrom ?? null,\n    expectedCloseAtTo: params.query.expectedCloseAtTo ?? null,\n    isOverdue: params.query.isOverdue === true,\n  }\n  const digest = createHash('sha256').update(JSON.stringify(signature)).digest('hex')\n  return `customers:deal:aggregate:v1:${digest}`\n}\n\nfunction isDealsAggregateCacheEligible(searchParams: URLSearchParams): boolean {\n  return !searchParams.has('search') && !searchParams.has('isStuck')\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 values = readQueryParamList(searchParams, key)\n  return values.length ? values : 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  const aggregateCache = isDealsAggregateCacheEligible(params) && isCrudCacheEnabled()\n    ? resolveCrudCache(container)\n    : null\n  const aggregateCacheKey = aggregateCache\n    ? buildDealsAggregateCacheKey({\n        tenantId: effectiveTenantId,\n        currencyScopeOrganizationId: orgFilterIds[0] ?? null,\n        organizationIds: orgFilterIds,\n        query: parsed.data,\n      })\n    : null\n\n  if (aggregateCache && aggregateCacheKey) {\n    try {\n      const cached = await runWithCacheTenant(\n        effectiveTenantId,\n        () => aggregateCache.get(aggregateCacheKey),\n      )\n      const cachedResponse = aggregateResponseSchema.safeParse(cached)\n      if (cachedResponse.success) {\n        return NextResponse.json(cachedResponse.data)\n      }\n      if (cached !== null && cached !== undefined) {\n        debugCrudCache('get-invalid', {\n          resource: DEALS_AGGREGATE_CACHE_RESOURCE,\n          key: aggregateCacheKey,\n        })\n      }\n    } catch (err) {\n      debugCrudCache('get', {\n        resource: DEALS_AGGREGATE_CACHE_RESOURCE,\n        key: aggregateCacheKey,\n        error: err instanceof Error ? err.message : String(err),\n      })\n    }\n  }\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  if (aggregateCache && aggregateCacheKey) {\n    try {\n      await runWithCacheTenant(\n        effectiveTenantId,\n        () => aggregateCache.set(aggregateCacheKey, response, {\n          ttl: DEALS_AGGREGATE_CACHE_TTL_MS,\n          tags: buildCollectionTags(\n            DEALS_AGGREGATE_CACHE_RESOURCE,\n            effectiveTenantId,\n            normalizeStringSet(orgFilterIds),\n          ),\n        }),\n      )\n    } catch (err) {\n      debugCrudCache('store', {\n        resource: DEALS_AGGREGATE_CACHE_RESOURCE,\n        key: aggregateCacheKey,\n        error: err instanceof Error ? err.message : String(err),\n      })\n    }\n  }\n\n  return NextResponse.json(response)\n}\n"],
+  "mappings": 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   "names": []
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.7.1-develop.7122.1.421cefe668",
+  "version": "0.7.1-develop.7123.1.25365e718d",
   "license": "MIT",
   "type": "module",
   "main": "./dist/index.js",
@@ -252,16 +252,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.7.1-develop.7122.1.421cefe668",
-    "@open-mercato/shared": "0.7.1-develop.7122.1.421cefe668",
-    "@open-mercato/ui": "0.7.1-develop.7122.1.421cefe668",
+    "@open-mercato/ai-assistant": "0.7.1-develop.7123.1.25365e718d",
+    "@open-mercato/shared": "0.7.1-develop.7123.1.25365e718d",
+    "@open-mercato/ui": "0.7.1-develop.7123.1.25365e718d",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.7.1-develop.7122.1.421cefe668",
-    "@open-mercato/shared": "0.7.1-develop.7122.1.421cefe668",
-    "@open-mercato/ui": "0.7.1-develop.7122.1.421cefe668",
+    "@open-mercato/ai-assistant": "0.7.1-develop.7123.1.25365e718d",
+    "@open-mercato/shared": "0.7.1-develop.7123.1.25365e718d",
+    "@open-mercato/ui": "0.7.1-develop.7123.1.25365e718d",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^7.0.0",
     "@testing-library/react": "^16.3.1",

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

@@ -1,7 +1,9 @@
+import { createHash } from 'node:crypto'
 import { NextResponse } from 'next/server'
 import { z } from 'zod'
 import type { EntityManager as CoreEntityManager } from '@mikro-orm/core'
 import type { EntityManager as PgEntityManager } from '@mikro-orm/postgresql'
+import { runWithCacheTenant } from '@open-mercato/cache'
 import { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'
 import { createRequestContainer } from '@open-mercato/shared/lib/di/container'
 import { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'
@@ -11,6 +13,12 @@ import type { ExchangeRateService } from '@open-mercato/core/modules/currencies/
 import { parseBooleanFromUnknown } from '@open-mercato/shared/lib/boolean'
 import { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'
 import type { CrudCtx } from '@open-mercato/shared/lib/crud/factory'
+import {
+  buildCollectionTags,
+  debugCrudCache,
+  isCrudCacheEnabled,
+  resolveCrudCache,
+} from '@open-mercato/shared/lib/crud/cache'
 import { readQueryParamList } from '@open-mercato/shared/lib/crud/query-params'
 import { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'
 import type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'
@@ -21,6 +29,8 @@ import { E } from '#generated/entities.ids.generated'
 import { createLogger } from '@open-mercato/shared/lib/logger'
 
 const logger = createLogger('customers')
+const DEALS_AGGREGATE_CACHE_RESOURCE = 'customers.deal'
+const DEALS_AGGREGATE_CACHE_TTL_MS = 30_000
 
 export const metadata = {
   GET: { requireAuth: true, requireFeatures: ['customers.deals.view'] },
@@ -45,6 +55,40 @@ const querySchema = z.object({
   expectedCloseAtTo: z.string().optional(),
 })
 
+type AggregateQuery = z.infer<typeof querySchema>
+
+function normalizeStringSet(values: string[] | undefined): string[] {
+  return Array.from(new Set((values ?? []).map((value) => value.trim())))
+    .sort((left, right) => (left < right ? -1 : left > right ? 1 : 0))
+}
+
+function buildDealsAggregateCacheKey(params: {
+  tenantId: string
+  currencyScopeOrganizationId: string | null
+  organizationIds: string[]
+  query: AggregateQuery
+}): string {
+  const signature = {
+    tenantId: params.tenantId,
+    currencyScopeOrganizationId: params.currencyScopeOrganizationId,
+    organizationIds: normalizeStringSet(params.organizationIds),
+    pipelineId: params.query.pipelineId ?? null,
+    status: normalizeStringSet(params.query.status),
+    ownerUserId: normalizeStringSet(params.query.ownerUserId),
+    personId: normalizeStringSet(params.query.personId),
+    companyId: normalizeStringSet(params.query.companyId),
+    expectedCloseAtFrom: params.query.expectedCloseAtFrom ?? null,
+    expectedCloseAtTo: params.query.expectedCloseAtTo ?? null,
+    isOverdue: params.query.isOverdue === true,
+  }
+  const digest = createHash('sha256').update(JSON.stringify(signature)).digest('hex')
+  return `customers:deal:aggregate:v1:${digest}`
+}
+
+function isDealsAggregateCacheEligible(searchParams: URLSearchParams): boolean {
+  return !searchParams.has('search') && !searchParams.has('isStuck')
+}
+
 type StageBreakdownByCurrency = {
   currency: string
   total: number
@@ -175,6 +219,42 @@ export async function GET(req: Request) {
     return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
   }
   const orgFilterIds = await resolveDealsOrganizationIds({ em, scope, auth, tenantId: effectiveTenantId })
+  const aggregateCache = isDealsAggregateCacheEligible(params) && isCrudCacheEnabled()
+    ? resolveCrudCache(container)
+    : null
+  const aggregateCacheKey = aggregateCache
+    ? buildDealsAggregateCacheKey({
+        tenantId: effectiveTenantId,
+        currencyScopeOrganizationId: orgFilterIds[0] ?? null,
+        organizationIds: orgFilterIds,
+        query: parsed.data,
+      })
+    : null
+
+  if (aggregateCache && aggregateCacheKey) {
+    try {
+      const cached = await runWithCacheTenant(
+        effectiveTenantId,
+        () => aggregateCache.get(aggregateCacheKey),
+      )
+      const cachedResponse = aggregateResponseSchema.safeParse(cached)
+      if (cachedResponse.success) {
+        return NextResponse.json(cachedResponse.data)
+      }
+      if (cached !== null && cached !== undefined) {
+        debugCrudCache('get-invalid', {
+          resource: DEALS_AGGREGATE_CACHE_RESOURCE,
+          key: aggregateCacheKey,
+        })
+      }
+    } catch (err) {
+      debugCrudCache('get', {
+        resource: DEALS_AGGREGATE_CACHE_RESOURCE,
+        key: aggregateCacheKey,
+        error: err instanceof Error ? err.message : String(err),
+      })
+    }
+  }
 
   // Raw SQL is used here intentionally — the route only projects non-encrypted columns
   // (`pipeline_stage_id`, `value_amount`, `value_currency`, `status`, plus filters). It
@@ -443,5 +523,27 @@ export async function GET(req: Request) {
     perStage: Array.from(stageMap.values()),
   }
 
+  if (aggregateCache && aggregateCacheKey) {
+    try {
+      await runWithCacheTenant(
+        effectiveTenantId,
+        () => aggregateCache.set(aggregateCacheKey, response, {
+          ttl: DEALS_AGGREGATE_CACHE_TTL_MS,
+          tags: buildCollectionTags(
+            DEALS_AGGREGATE_CACHE_RESOURCE,
+            effectiveTenantId,
+            normalizeStringSet(orgFilterIds),
+          ),
+        }),
+      )
+    } catch (err) {
+      debugCrudCache('store', {
+        resource: DEALS_AGGREGATE_CACHE_RESOURCE,
+        key: aggregateCacheKey,
+        error: err instanceof Error ? err.message : String(err),
+      })
+    }
+  }
+
   return NextResponse.json(response)
 }