Replace the client-side, 100-row-capped deals board as the default view
with a server-driven cross-pipeline table so totals stop lying at scale.
- POST /crm/deals/search: faceted filter body (query, status, pipeline,
stage, owner, campaign, value range, close-date range), whitelisted
sort, offset pagination, and Contact/Stage/campaign hydrated via JOIN.
- POST /crm/deals/summary: COUNT + SUM(value) per status and per stage
over the same filter, with a mixed-currency guard, so header and board
column totals are true server aggregates.
- DealsTable: cross-pipeline default view (infinite scroll, server
filters/sort, honest summary stats) with a Table|Board toggle; the
kanban stays as the single-pipeline working view.
- Deal attribution: campaign_id + source_mailbox_id columns + indexes
(migration 000022) as groundwork for revenue lineage.
Matthew Meszaros
050d09c961