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https://github.com/warmbly/warmbly.git
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Matthew Meszaros
050d09c961
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.
40 lines
1.0 KiB
TypeScript
40 lines
1.0 KiB
TypeScript
// Filter body for POST /crm/deals/search and /crm/deals/summary. Every field
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// is optional; an empty body matches every deal in the org (the cross-pipeline
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// "All deals" default). The same body drives the rows and the summary totals,
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// so a header number always reflects the exact filter shown below it.
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export type DealSortBy =
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| "created_at"
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| "updated_at"
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| "value"
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| "expected_close_date"
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| "name";
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export default interface SearchDeals {
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query: string;
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statuses: ("open" | "won" | "lost")[];
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pipeline_ids: string[];
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stage_ids: string[];
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assigned_to: string[];
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campaign_ids: string[];
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min_value?: number;
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max_value?: number;
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close_after?: string;
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close_before?: string;
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created_after?: string;
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created_before?: string;
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sort_by: DealSortBy;
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reverse: boolean;
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}
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export const EMPTY_DEAL_SEARCH: SearchDeals = {
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query: "",
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statuses: [],
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pipeline_ids: [],
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stage_ids: [],
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assigned_to: [],
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campaign_ids: [],
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sort_by: "created_at",
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reverse: false,
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};
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