feat(projects): rolled-up project value (newest stage wins per deal, cumulative)

- computeValuation helper: per deal_uuid, the invoice total (installments
  summed, storno netted) wins over the quote; contracts carry no total so
  never contribute. Summed across the project's events, split by currency.
- Value column on the Project Overview list + a value/paid block in the
  cockpit header. Both gated by bills.view/quotes.view so no figure leaks.
- listProjects computes all values in two bulk queries (not per-project).
- en + de i18n; six unit assertions cover the rule's edge cases.

backend/src/routes/adminProjects.js

@@ -33,9 +33,16 @@ router.use(requireProjectsFlag);
 
 // List
 router.get('/', requirePermission('events.view'), handleAsync(async (req, res) => {
+  // Value rollup mirrors the cockpit's per-doc gating so the list never
+  // shows figures the admin lacks permission to see.
+  const perms = {
+    bills: await userHasAnyPermission(req.admin.id, ['bills.view']),
+    quotes: await userHasAnyPermission(req.admin.id, ['quotes.view']),
+  };
   const projects = await projectService.listProjects({
     search: req.query.q || '',
     status: req.query.status || null,
+    perms,
   });
   return successResponse(res, { projects });
 }));

backend/src/services/projectService.js

@@ -31,8 +31,10 @@ function transformProject(p) {
   };
 }
 
-/** List projects with customer email + event count. */
-async function listProjects({ search = '', status = null } = {}) {
+/** List projects with customer email + event count + rolled-up value.
+ *  `perms` gates which document types feed the value (matches the cockpit):
+ *  invoices need bills.view, quotes need quotes.view. */
+async function listProjects({ search = '', status = null, perms = {} } = {}) {
   let q = db('projects')
     .leftJoin('customer_accounts', 'customer_accounts.id', 'projects.customer_account_id')
     .select(
@@ -49,7 +51,50 @@ async function listProjects({ search = '', status = null } = {}) {
     });
   }
   const rows = await q;
-  return rows.map(transformProject);
+  const projects = rows.map(transformProject);
+  await attachValuations(projects, perms);
+  return projects;
+}
+
+/**
+ * Compute + attach `valuation` to each listed project in two bulk queries
+ * (not per-project), then run the shared newest-wins-per-deal helper. Mutates
+ * the passed array. Documents the admin can't see (per perms) are excluded,
+ * so the value never leaks figures the admin lacks permission for.
+ */
+async function attachValuations(projects, perms = {}) {
+  if (!projects.length) return;
+  const projectIds = projects.map((p) => p.id);
+
+  // Invoices roll up by event → project_id; quotes by quotes.project_id.
+  let invoices = [];
+  if (perms.bills !== false) {
+    invoices = await db('invoices as inv')
+      .join('events as e', 'e.id', 'inv.event_id')
+      .whereIn('e.project_id', projectIds)
+      .select('e.project_id as project_id', 'inv.id', 'inv.deal_uuid',
+        'inv.total_amount_minor', 'inv.paid_amount_minor', 'inv.currency');
+  }
+  let quotes = [];
+  if (perms.quotes !== false && await hasColumnCached('quotes', 'project_id')) {
+    quotes = await db('quotes')
+      .whereIn('project_id', projectIds)
+      .select('project_id', 'id', 'deal_uuid', 'total_amount_minor', 'currency', 'issue_date');
+  }
+
+  const invByProject = new Map();
+  for (const inv of invoices) {
+    const list = invByProject.get(inv.project_id) || [];
+    list.push(inv); invByProject.set(inv.project_id, list);
+  }
+  const quoteByProject = new Map();
+  for (const qt of quotes) {
+    const list = quoteByProject.get(qt.project_id) || [];
+    list.push(qt); quoteByProject.set(qt.project_id, list);
+  }
+  for (const p of projects) {
+    p.valuation = computeValuation(invByProject.get(p.id) || [], quoteByProject.get(p.id) || []);
+  }
 }
 
 async function getProjectById(id) {
@@ -113,6 +158,61 @@ async function assignDocument(table, projectId, documentId) {
 const assignQuote = (projectId, quoteId) => assignDocument('quotes', projectId, quoteId);
 const assignContract = (projectId, contractId) => assignDocument('contracts', projectId, contractId);
 
+/**
+ * Project valuation — "newest stage wins per deal, cumulative across events".
+ *
+ * Each deal (deal_uuid lineage: quote → contract → invoice) contributes ONE
+ * figure: the invoice total when the deal has reached invoicing (installments
+ * summed; storno rows net out a cancelled invoice via their negative totals),
+ * otherwise the newest quote's total. Contracts carry no monetary total in
+ * picpeak, so they never contribute a number — the "newest" of the three is
+ * therefore always the invoice when present, else the quote. Documents with
+ * no deal_uuid each count as their own standalone deal. Totals are kept per
+ * currency so a mixed-currency project stays correct.
+ *
+ * @param {Array} invoices  rows with deal_uuid, total_amount_minor, paid_amount_minor, currency
+ * @param {Array} quotes    rows with deal_uuid, total_amount_minor, currency, issue_date
+ * @returns {{ byCurrency: Array<{currency:string,totalMinor:number,paidMinor:number}> }}
+ */
+function computeValuation(invoices = [], quotes = []) {
+  const deals = new Map();
+  const get = (key, currency) => {
+    let d = deals.get(key);
+    if (!d) { d = { currency, invoiceMinor: 0, paidMinor: 0, hasInvoice: false, quoteMinor: 0, quoteDate: null }; deals.set(key, d); }
+    return d;
+  };
+  for (const inv of invoices) {
+    const d = get(inv.deal_uuid || `i-${inv.id}`, inv.currency || 'CHF');
+    d.hasInvoice = true;
+    d.invoiceMinor += Number(inv.total_amount_minor || 0);
+    d.paidMinor += Number(inv.paid_amount_minor || 0);
+    d.currency = inv.currency || d.currency;
+  }
+  for (const q of quotes) {
+    const d = get(q.deal_uuid || `q-${q.id}`, q.currency || 'CHF');
+    const qd = q.issue_date ? new Date(q.issue_date).getTime() : 0;
+    if (d.quoteDate === null || qd >= d.quoteDate) {
+      d.quoteMinor = Number(q.total_amount_minor || 0);
+      d.quoteDate = qd;
+      if (!d.hasInvoice) d.currency = q.currency || d.currency;
+    }
+  }
+  const byCurrency = new Map();
+  for (const d of deals.values()) {
+    const value = d.hasInvoice ? d.invoiceMinor : d.quoteMinor;
+    const cur = d.currency || 'CHF';
+    const b = byCurrency.get(cur) || { totalMinor: 0, paidMinor: 0 };
+    b.totalMinor += value;
+    b.paidMinor += d.paidMinor;
+    byCurrency.set(cur, b);
+  }
+  return {
+    byCurrency: Array.from(byCurrency.entries()).map(([currency, v]) => ({
+      currency, totalMinor: v.totalMinor, paidMinor: v.paidMinor,
+    })),
+  };
+}
+
 /**
  * Full overview aggregation for the cockpit. Returns the project, its events,
  * and the rolled-up emails / quotes / contracts / invoices / hours + a
@@ -198,6 +298,9 @@ async function getProjectOverview(id, perms = {}) {
   if (firstInvoice) milestones.push({ kind: 'invoice', label: firstInvoice.invoice_number, date: firstInvoice.issue_date });
   out.milestones = milestones;
 
+  // Rolled-up project value (newest stage wins per deal, cumulative).
+  out.valuation = computeValuation(out.invoices, out.quotes);
+
   return out;
 }
 
@@ -273,6 +376,7 @@ module.exports = {
   assignEvent,
   assignQuote,
   assignContract,
+  computeValuation,
   getProjectOverview,
   getEmailPreview,
   resendEmail,

frontend/src/i18n/locales/de.json

@@ -3403,6 +3403,7 @@
       "name": "Projekt",
       "customer": "Kunde",
       "events": "Events",
+      "value": "Wert",
       "status": "Status",
       "updated": "Aktualisiert"
     },
@@ -3410,6 +3411,10 @@
       "label": "Projekt",
       "none": "Kein Projekt"
     },
+    "value": {
+      "label": "Projektwert",
+      "paid": "bezahlt"
+    },
     "events": {
       "title": "Events",
       "none": "Diesem Projekt sind noch keine Events zugeordnet.",

frontend/src/i18n/locales/en.json

@@ -3403,6 +3403,7 @@
       "name": "Project",
       "customer": "Customer",
       "events": "Events",
+      "value": "Value",
       "status": "Status",
       "updated": "Updated"
     },
@@ -3410,6 +3411,10 @@
       "label": "Project",
       "none": "No project"
     },
+    "value": {
+      "label": "Project value",
+      "paid": "paid"
+    },
     "events": {
       "title": "Events",
       "none": "No events grouped under this project yet.",

frontend/src/pages/admin/projects/ProjectCockpitPage.tsx

@@ -185,7 +185,8 @@ export const ProjectCockpitPage: React.FC = () => {
   if (isLoading) return <Loading />;
   if (!data) return <div className="p-6 text-neutral-500">{t('projects.notFound', 'Project not found')}</div>;
 
-  const { project, milestones, hours } = data;
+  const { project, milestones, hours, valuation } = data;
+  const valueBuckets = valuation?.byCurrency?.filter((b) => b.totalMinor !== 0 || b.paidMinor !== 0) || [];
 
   return (
     <div>
@@ -216,10 +217,27 @@ export const ProjectCockpitPage: React.FC = () => {
               {t('projects.totalHours', '{{hours}} logged', { hours: minutesToHours(hours.totalMinutes) })}
             </p>
           </div>
+          <div className="flex items-start gap-4">
+            {valueBuckets.length > 0 && (
+              <div className="text-right">
+                <div className="text-xs text-neutral-500 dark:text-neutral-400">{t('projects.value.label', 'Project value')}</div>
+                {valueBuckets.map((b) => (
+                  <div key={b.currency} className="text-lg font-bold text-neutral-900 dark:text-neutral-100 tabular-nums">
+                    {formatMoneyMinor(b.totalMinor, b.currency)}
+                  </div>
+                ))}
+                {valueBuckets.some((b) => b.paidMinor !== 0) && (
+                  <div className="text-xs text-neutral-500 dark:text-neutral-400">
+                    {t('projects.value.paid', 'paid')}: {valueBuckets.map((b) => formatMoneyMinor(b.paidMinor, b.currency)).join(' · ')}
+                  </div>
+                )}
+              </div>
+            )}
             {editName === null && (
               <Button variant="outline" onClick={() => setEditName(project.name)}>{t('projects.rename', 'Rename')}</Button>
             )}
           </div>
+        </div>
       </Card>
 
       {/* Events in this project + attach control */}

frontend/src/pages/admin/projects/ProjectsListPage.tsx

@@ -15,6 +15,15 @@ import { Plus, Search, FolderKanban } from 'lucide-react';
 import { Button, Card, Input, Loading } from '../../../components/common';
 import { projectsService, type ProjectSummary } from '../../../services/projects.service';
 import { useLocalizedDate } from '../../../hooks/useLocalizedDate';
+import { formatMoneyMinor } from '../../../utils/money';
+
+/** Render a project's rolled-up value (newest stage per deal, cumulative),
+ *  one entry per currency. Empty → em dash. */
+function formatValuation(p: ProjectSummary): string {
+  const buckets = p.valuation?.byCurrency?.filter((b) => b.totalMinor !== 0) || [];
+  if (buckets.length === 0) return '—';
+  return buckets.map((b) => formatMoneyMinor(b.totalMinor, b.currency)).join(' · ');
+}
 
 export const ProjectsListPage: React.FC = () => {
   const { t } = useTranslation();
@@ -109,6 +118,7 @@ export const ProjectsListPage: React.FC = () => {
                   <th className="px-4 py-2 font-medium">{t('projects.col.name', 'Project')}</th>
                   <th className="px-4 py-2 font-medium">{t('projects.col.customer', 'Customer')}</th>
                   <th className="px-4 py-2 font-medium text-right">{t('projects.col.events', 'Events')}</th>
+                  <th className="px-4 py-2 font-medium text-right">{t('projects.col.value', 'Value')}</th>
                   <th className="px-4 py-2 font-medium">{t('projects.col.status', 'Status')}</th>
                   <th className="px-4 py-2 font-medium">{t('projects.col.updated', 'Updated')}</th>
                 </tr>
@@ -123,6 +133,7 @@ export const ProjectsListPage: React.FC = () => {
                     <td className="px-4 py-2 font-medium text-neutral-900 dark:text-neutral-100">{p.name}</td>
                     <td className="px-4 py-2 text-neutral-600 dark:text-neutral-400">{p.customerEmail || '—'}</td>
                     <td className="px-4 py-2 text-right tabular-nums">{p.eventCount ?? 0}</td>
+                    <td className="px-4 py-2 text-right tabular-nums font-medium text-neutral-900 dark:text-neutral-100">{formatValuation(p)}</td>
                     <td className="px-4 py-2">
                       <span className="inline-block rounded-full px-2 py-0.5 text-xs bg-neutral-100 dark:bg-neutral-700 text-neutral-700 dark:text-neutral-200">
                         {p.status}

frontend/src/services/projects.service.ts

@@ -9,6 +9,12 @@ import { api } from '../config/api';
 
 export type ProjectStatus = 'active' | 'archived' | string;
 
+/** Rolled-up project value: newest stage wins per deal (invoice > quote;
+ *  contracts carry no total), cumulative across events, split by currency. */
+export interface ProjectValuation {
+  byCurrency: Array<{ currency: string; totalMinor: number; paidMinor: number }>;
+}
+
 export interface ProjectSummary {
   id: number;
   name: string;
@@ -16,6 +22,7 @@ export interface ProjectSummary {
   customerEmail: string | null;
   status: ProjectStatus;
   eventCount?: number;
+  valuation?: ProjectValuation;
   createdAt: string | null;
   updatedAt: string | null;
 }
@@ -101,6 +108,7 @@ export interface ProjectOverview {
   invoices: ProjectInvoice[];
   hours: { entries: ProjectHourEntry[]; totalMinutes: number };
   milestones: ProjectMilestone[];
+  valuation: ProjectValuation;
 }
 
 export interface EmailPreview {