feat: separate prior records behind an owner switch and count last-period questions

Co-authored-by: Cursor <cursoragent@cursor.com>

apps/api/src/pipelines/deals-excel.service.ts

@@ -12,6 +12,7 @@ import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import type { Actor } from '../common/record-scope';
 import { dealAccessWhere, resolveOwnerId } from '../common/record-scope';
+import { dealPriorWhere } from '../common/prior-archive';
 import { asCustomFields, toJsonCustomFields } from '../common/custom-fields';
 import { normalizePhone } from '../contacts/normalize';
 import {
@@ -110,7 +111,11 @@ export class DealsExcelService {
   async export(actor: Actor): Promise<Buffer> {
     const [rows, defs] = await Promise.all([
       this.prisma.deal.findMany({
-        where: { organizationId: actor.organizationId, ...dealAccessWhere(actor) },
+        where: {
+          organizationId: actor.organizationId,
+          ...dealAccessWhere(actor),
+          ...dealPriorWhere(actor.priorLens),
+        },
         include: {
           person: {
             select: {

apps/api/src/pipelines/pipelines.controller.ts

@@ -37,8 +37,9 @@ export class PipelinesController {
   board(
     @CurrentUser() user: Actor,
     @Query('pipelineId') pipelineId?: string,
+    @Query('prior') prior?: string,
   ) {
-    return this.pipelinesService.getBoard(user.organizationId, pipelineId, user);
+    return this.pipelinesService.getBoard(user.organizationId, pipelineId, user, prior === 'all');
   }
 
   @Post()

apps/api/src/pipelines/pipelines.service.ts

@@ -15,6 +15,7 @@ import { Prisma } from '@prisma/client';
 import { PrismaService } from '../prisma/prisma.service';
 import { asCustomFields } from '../common/custom-fields';
 import { type Actor, dealAccessWhere } from '../common/record-scope';
+import { dealPriorWhere } from '../common/prior-archive';
 import { decimalToBase, loadOrgRates } from '../common/currency';
 import { assertStageMap, dealStatusForStage } from './pipeline-merge.util';
 
@@ -294,8 +295,9 @@ export class PipelinesService {
     pipelineId?: string,
     actor?: Pick<
       Actor,
-      'userId' | 'role' | 'dataVisibility' | 'visibleUserIds'
+      'userId' | 'role' | 'dataVisibility' | 'visibleUserIds' | 'priorLens'
     >,
+    includePrior = false,
   ): Promise<PipelineBoardDto> {
     const pipeline = pipelineId
       ? await this.prisma.pipeline.findFirst({
@@ -313,7 +315,7 @@ export class PipelinesService {
 
     if (!resolved) {
       const created = await this.ensureDefaultPipeline(organizationId);
-      return this.getBoard(organizationId, created.id, actor);
+      return this.getBoard(organizationId, created.id, actor, includePrior);
     }
 
     const deals = await this.prisma.deal.findMany({
@@ -321,6 +323,7 @@ export class PipelinesService {
         organizationId,
         pipelineId: resolved.id,
         ...(actor ? dealAccessWhere(actor) : {}),
+        ...(includePrior ? {} : dealPriorWhere(actor?.priorLens)),
       },
       include: {
         person: { select: { id: true, firstName: true, lastName: true } },