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import { ownerScope } from './auth'
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import type { DB } from './db'
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import { resolveSchedule } from './repos-reminders'
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/**
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* Pipeline chase-list (D-PIPE option B, spec §6b/§9) — one cross-client ranked list.
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* Stage is NEVER stored: every row derives it from client.status + the client's
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* latest non-cancelled QUOTATION. Rows are the union of latest-quote-per-client and
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* bare leads (client.status='lead' with no live quotation). Age anchors on the FIRST
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* 'sent' document_event (F15); the next-action ladder and colour band read the same
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* resolveSchedule('quote_followup') day_offsets the reminder engine uses — a dated
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* config row changes both, no code edit (rule 3, no hardcoded 3/7/14).
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*/
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export type PipelineStage = 'enquiry' | 'new_project' | 'quoted_waiting' | 'won' | 'lost'
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export type PipelineBand = 'green' | 'amber' | 'red'
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export type PipelineNextAction =
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| 'send_quote' | 'waiting' | 'chase' | 'nudge' | 'final_nudge' | 'convert_invoice' | 'none'
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export type PipelineFilter = 'all' | 'mine' | 'overdue' | 'lost'
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export const PIPELINE_FILTERS: PipelineFilter[] = ['all', 'mine', 'overdue', 'lost']
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export interface PipelineRow {
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clientId: string; clientCode: string; clientName: string
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/** null for a bare-lead enquiry (no quotation yet). */
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docId: string | null; docNo: string | null; docStatus: string | null
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amountPaise: number | null
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/** document.created_by for quote rows (A3); client.owner_id for bare leads (A4). */
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ownerId: string | null; ownerName: string | null
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stage: PipelineStage
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/** Whole days since the first 'sent' event; null when never sent. */
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ageDays: number | null
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nextAction: PipelineNextAction
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/** Colour band for sent quotes: green < offset₁, amber offset₁–₃, red ≥ last offset. */
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band: PipelineBand | null
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}
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export interface ListPipelineOpts {
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filter?: PipelineFilter
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/** Narrow to one owner — managerial viewers only; ignored (self-forced) for staff. */
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ownerId?: string
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/** From res.locals.staff — never from the request body. */
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viewerRole: string
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viewerId: string
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page?: number
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pageSize?: number
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/** Injectable business date (YYYY-MM-DD) for deterministic tests. */
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today?: string
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}
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export interface PipelinePage {
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rows: PipelineRow[]; total: number; page: number; pageSize: number
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/** The resolved quote_followup day offsets, echoed for the UI legend. */
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dayOffsets: number[]
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}
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interface QuoteRow {
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doc_id: string; doc_no: string | null; doc_status: string; payable_paise: number
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created_by: string; first_sent: string | null
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client_id: string; client_code: string; client_name: string; client_status: string
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}
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interface LeadRow {
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client_id: string; client_code: string; client_name: string
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client_status: string; owner_id: string | null
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}
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const DEFAULT_PAGE_SIZE = 50
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const MAX_PAGE_SIZE = 200
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/** Escalation ladder past each crossed offset; clamps at the last rung. */
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const LADDER: PipelineNextAction[] = ['chase', 'nudge', 'final_nudge']
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/** Whole days between the first-sent timestamp's date and `today` (never negative). */
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function ageDaysOf(firstSent: string | null, today: string): number | null {
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if (firstSent === null) return null
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const ms = Date.parse(today) - Date.parse(firstSent.slice(0, 10))
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return Number.isFinite(ms) ? Math.max(0, Math.floor(ms / 86_400_000)) : null
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}
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export function listPipeline(db: DB, opts: ListPipelineOpts): PipelinePage {
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const filter = opts.filter ?? 'all'
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const today = opts.today ?? new Date().toISOString().slice(0, 10)
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const page = Math.max(opts.page ?? 1, 1)
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const pageSize = Math.min(Math.max(opts.pageSize ?? DEFAULT_PAGE_SIZE, 1), MAX_PAGE_SIZE)
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const dayOffsets = resolveSchedule(db, 'quote_followup', today).dayOffsets
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const lastOffset = dayOffsets[dayOffsets.length - 1]!
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// Latest non-cancelled QUOTATION per client (uuidv7 ids sort by creation time, so
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// MAX(id) is the newest — same trick as listDocuments). A cancelled quote is dead
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// paper: it neither represents the client nor blocks the bare-lead Enquiry row.
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const quotes = db.prepare(
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`SELECT d.id AS doc_id, d.doc_no, d.status AS doc_status, d.payable_paise, d.created_by,
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(SELECT MIN(e.at_wall) FROM document_event e
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WHERE e.document_id = d.id AND e.kind = 'sent') AS first_sent,
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c.id AS client_id, c.code AS client_code, c.name AS client_name, c.status AS client_status
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FROM document d JOIN client c ON c.id = d.client_id
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WHERE d.doc_type = 'QUOTATION' AND d.status != 'cancelled'
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AND d.id = (SELECT MAX(d2.id) FROM document d2
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WHERE d2.client_id = d.client_id AND d2.doc_type = 'QUOTATION'
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AND d2.status != 'cancelled')`,
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).all() as QuoteRow[]
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// Bare leads: client.status='lead' with no live quotation → derived stage Enquiry.
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// Quote-less LOST clients ride the same arm as stage Lost (spec §9: Lost = latest
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// quotation lost OR client.status='lost') so the Lost filter can review them.
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const leads = db.prepare(
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`SELECT c.id AS client_id, c.code AS client_code, c.name AS client_name,
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c.status AS client_status, c.owner_id
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FROM client c
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WHERE c.status IN ('lead', 'lost')
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AND NOT EXISTS (SELECT 1 FROM document d
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WHERE d.client_id = c.id AND d.doc_type = 'QUOTATION'
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AND d.status != 'cancelled')`,
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).all() as LeadRow[]
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const staffNames = new Map(
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(db.prepare(`SELECT id, display_name FROM staff_user`).all() as { id: string; display_name: string }[])
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.map((s) => [s.id, s.display_name]),
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)
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const nameOf = (id: string | null): string | null =>
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id === null ? null : staffNames.get(id) ?? null
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const rows: PipelineRow[] = []
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for (const q of quotes) {
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const stage: PipelineStage =
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q.client_status === 'lost' || q.doc_status === 'lost' ? 'lost'
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: q.doc_status === 'draft' ? 'new_project'
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: q.doc_status === 'sent' ? 'quoted_waiting'
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: 'won' // accepted | invoiced (part_paid/paid cannot occur on a quotation)
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const age = ageDaysOf(q.first_sent, today)
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let nextAction: PipelineNextAction = 'none'
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let band: PipelineBand | null = null
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if (stage === 'new_project') nextAction = 'send_quote'
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else if (stage === 'won') nextAction = q.doc_status === 'accepted' ? 'convert_invoice' : 'none'
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else if (stage === 'quoted_waiting') {
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const crossed = age === null ? 0 : dayOffsets.filter((o) => age >= o).length
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nextAction = crossed === 0 ? 'waiting' : LADDER[Math.min(crossed, LADDER.length) - 1]!
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band = crossed === 0 ? 'green' : age !== null && age >= lastOffset ? 'red' : 'amber'
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}
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rows.push({
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clientId: q.client_id, clientCode: q.client_code, clientName: q.client_name,
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docId: q.doc_id, docNo: q.doc_no, docStatus: q.doc_status, amountPaise: q.payable_paise,
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ownerId: q.created_by, ownerName: nameOf(q.created_by),
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stage, ageDays: age, nextAction, band,
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})
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}
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for (const l of leads) {
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const lost = l.client_status === 'lost'
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rows.push({
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clientId: l.client_id, clientCode: l.client_code, clientName: l.client_name,
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docId: null, docNo: null, docStatus: null, amountPaise: null,
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ownerId: l.owner_id, ownerName: nameOf(l.owner_id),
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stage: lost ? 'lost' : 'enquiry', ageDays: null,
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nextAction: lost ? 'none' : 'send_quote', band: null,
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})
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}
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// Role gate: staff are server-forced to their own rows (ownerScope ignores any
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// widening param); managerial viewers may narrow via ownerId or filter=mine.
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const requested = filter === 'mine' ? opts.viewerId : opts.ownerId
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const scopedOwner = ownerScope({ id: opts.viewerId, role: opts.viewerRole }, requested)
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let filtered = scopedOwner === undefined ? rows : rows.filter((r) => r.ownerId === scopedOwner)
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filtered = filter === 'lost'
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? filtered.filter((r) => r.stage === 'lost')
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: filtered.filter((r) => r.stage !== 'lost') // Lost hidden unless filtered (spec §9)
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if (filter === 'overdue') {
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filtered = filtered.filter((r) => r.stage === 'quoted_waiting' && r.nextAction !== 'waiting')
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}
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// Sort: sent quotes by age desc (oldest unanswered on top — Waiting sinks by its
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// small age), then Enquiry/draft (needs a quote), then Won (convertible first),
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// Lost last when shown. Name tie-break keeps pages deterministic.
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const rank = (r: PipelineRow): number =>
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r.stage === 'quoted_waiting' ? 0
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: r.stage === 'enquiry' || r.stage === 'new_project' ? 1
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: r.stage === 'won' ? (r.nextAction === 'convert_invoice' ? 2 : 3)
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: 4
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filtered.sort((a, b) =>
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rank(a) - rank(b)
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|| (b.ageDays ?? -1) - (a.ageDays ?? -1)
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|| a.clientName.localeCompare(b.clientName))
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// LIMIT/OFFSET + honest total (rule 8 — no silent caps). The candidate set is
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// bounded by the client book (~300), so deriving in memory then slicing keeps the
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// date math and schedule lookup portable across SQLite/Postgres.
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const total = filtered.length
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const start = (page - 1) * pageSize
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return { rows: filtered.slice(start, start + pageSize), total, page, pageSize, dayOffsets }
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}
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