Summary

Three independent threads that accumulated on this branch:

Canvas metrics bar (phases 4,5 of pipeline-tabs-and-canvas-aggregates)

• viewConfig.summaries on the canvas schema + a useCanvasAggregates hook backed by a new crm tRPC field.
• CanvasMetricsBar renders the configured cumulative tiles above the canvas.
• Tile picker lives in the Fields popover (CumulativeFieldsSection), collapsed behind a toggle so it doesn't crowd the default popover.
• Split use-canvas-list-variables.ts out of use-canvas-conversations.ts (that file was doing two unrelated jobs).

Chat SSE: listener instead of a poll

• The Upstash REST client can't express a blocking read, so the chat relay polled every 200ms , one billable request per glance, which exhausted the 500k quota on 2026-08-14.
• Adds an optional REDIS_TCP_URL (TCP endpoint for the same database). Set it and chat streams over XREAD BLOCK; leave it unset and the existing REST polling path runs completely unchanged.
• createBlockingTcpClient() hands out one dedicated connection per in-flight reader, capped at 64 , past the cap callers fall back to polling rather than failing.
• An error listener is attached on every TCP client: an EventEmitter without one rethrows, so a bad REDIS_TCP_URL would have taken the process down instead of degrading to REST.
• Design notes in apps/server/docs/design/chat-stream-listener.md.

CRM deal age + discovery since

• Deal age is measured from the CRM create date rather than the Cedar row's, so backsynced deals stop reading as brand new.
• Exposes the discovery since override with a headless verb on the crm-admin CLI.

Test plan

• pnpm run autofix:local , oxlint, deps:check, paraglide compile, and the Jest mail suite all green. The server vitest run reported 5807 passed / 6 failed, every failure a 30s beforeEach hook timeout in the PGlite outbound harness (worker starvation under full-suite parallelism on a loaded local machine).
• Re-ran that area scoped to confirm: pnpm --filter @zero/server exec vitest run src/services/outbound/ → 73 files / 302 tests passed, 0 failed. No outbound code is touched by this branch.
• New coverage: chat-stream-listen.test.ts, chat-stream-writer.test.ts, chat-stream-store.test.ts updates, canvas-view-config-persistence.test.ts, deal-link-metrics.test.ts.
• Merged fresh origin/staging before pushing (clean merge).

🤖 Generated with Claude Code

Greptile Summary

The PR adds configurable canvas aggregate tiles, an optional TCP-backed Redis listener for chat streams, and CRM deal-discovery and age corrections. It also makes the stage-tab recovery script transactional.

• Adds shared canvas-list filter derivation, a server aggregate procedure, metrics UI, and persisted summary configuration.
• Introduces dedicated blocking Redis readers with REST compatibility for chat streaming.
• Adds CRM discovery CLI support and uses provider creation dates for deal-age metrics.
• Seeds metrics on Reform stage tabs within an atomic rebuild.

Confidence Score: 3/5

The PR is not safe to merge until capped chat listeners fall back to polling and pinned canvases pass their pinned IDs into aggregate queries.

Under blocking-client saturation, chat SSE responses can close without content, while pinned conversation canvases can render aggregate totals for a broader deal set than the visible rows.

Files Needing Attention: apps/server/src/mastra/routeHandlers/chat/handleChat.ts; apps/mail/modules/crm/hooks/use-canvas-aggregates.ts

Important Files Changed