@engine9/schemas 1.9.1 → 1.10.1

package/package.json

@@ -1,11 +1,11 @@
 {
   "name": "@engine9/schemas",
-  "version": "1.9.1",
+  "version": "1.10.1",
   "type": "module",
   "description": "Engine9 standard schemas: shared tables, transforms, searches, and segments",
   "main": "index.js",
   "scripts": {
-    "test": "node --test person/upsert.test.js person_address/normalize.test.js person_email/upsert.test.js person_hash/hash.test.js person_phone/upsert.test.js stacks/stacks.test.js transaction/core/attribute.test.js"
+    "test": "node --test person/upsert.test.js person_address/normalize.test.js person_email/upsert.test.js person_hash/hash.test.js person_name/upsert.test.js person_phone/upsert.test.js stacks/stacks.test.js transaction/core/attribute.test.js"
   },
   "engines": {
     "node": ">=18"

package/person/index.js

@@ -2,21 +2,23 @@ import schema from './schema.js';
 import upsertPerson from './transforms/inbound/upsert_tables.js';
 import normalizeFieldNames from './transforms/inbound/normalize_field_names.js';
 import simpleMap from './transforms/simpleMap.js';
-import appendName from './transforms/outbound/appendName.js';
+import appendName from '../person_name/transforms/outbound/appendName.js';
 import metrics from './metrics.js';
 const metadata = {
   name: '@engine9/schemas/person',
   schemas: ['schema.js'],
   // Inbound people pipeline slots -> transform export keys (woven by core when installed)
   inbound: {
-    normalize: ['normalizeFieldNames'],
-    upsert: ['upsertPerson']
+    normalize: ['normalizeFieldNames']
   }
 };
 const transforms = {
   normalizeFieldNames,
+  // Not woven. Plugin rows installed before person_name still name it in their
+  // inbound snapshot until the person_name upgrade refreshes that snapshot.
   upsertPerson,
   simpleMap,
+  // Saved export definitions still call @engine9/schemas/person:transforms:appendName.
   appendName
 };
 export const search = {
@@ -26,14 +28,6 @@ export const search = {
       title: 'Primary Info',
       type: 'object',
       properties: {
-        givenName: {
-          title: 'First Name',
-          type: 'string'
-        },
-        familyName: {
-          title: 'Last Name',
-          type: 'string'
-        },
         ids: {
           title: 'Person Ids (comma delimited)',
           type: 'string'
@@ -51,7 +45,7 @@ export const search = {
     },
     optionsToEQL: (options) => {
       const text = [];
-      const { ids, idGreaterThanEqual, idLessThan, givenName = '', familyName = '' } = options;
+      const { ids, idGreaterThanEqual, idLessThan } = options;
       const conditions = [];
       if (ids) {
         let arr = ids || '';
@@ -68,14 +62,6 @@ export const search = {
         conditions.push({ eql: `id<${idLessThan}` });
         text.push(`Person ID less than ${idLessThan}`);
       }
-      if (givenName.length > 0) {
-        text.push(`First name like '${givenName}'`);
-        conditions.push({ eql: `given_name like '${givenName}'` });
-      }
-      if (familyName.length > 0) {
-        text.push(`Last name like '${givenName}'`);
-        conditions.push({ eql: `family_name like '${familyName}'` });
-      }
       return {
         text,
         eql: {

package/person/schema.js

@@ -3,8 +3,6 @@ export const tables = [
     name: 'person',
     columns: {
       id: 'id',
-      given_name: 'string',
-      family_name: 'string',
       created_at: 'created_at',
       modified_at: 'modified_at'
     }

package/person/ui.console.json5

@@ -17,26 +17,16 @@
     person: {
       layout: 'full_width',
       components: {
-        header: [
-          'Everybody',
-          {
-            component: 'Button',
-            properties: {
-              icon: 'plus',
-              content: 'Add Person',
-              onClick: {
-                action: 'navigate',
-                url: '/person/create'
-              }
-            }
-          }
-        ],
+        header: ['Everybody'],
         main: [
           {
             component: 'RecordList',
             properties: {
               table: 'person',
               includes: {
+                names: {
+                  table: 'person_name'
+                },
                 emails: {
                   table: 'person_email'
                 }
@@ -51,8 +41,7 @@
                 {
                   title: 'Name',
                   dataIndex: 'name',
-                  sorter: true,
-                  template: '{{given_name}} {{family_name}} {{emails.0.email}}',
+                  template: '{{names.0.given_name}} {{names.0.family_name}} {{emails.0.email}}',
                   width: '40%'
                 },
                 {
@@ -72,36 +61,6 @@
         ]
       }
     },
-    'person/create': {
-      layout: 'full_width',
-      components: {
-        main: [
-          {
-            path: 'edit',
-            component: 'RecordForm',
-            properties: {
-              table: 'person',
-              form: {
-                title: 'Todo',
-                type: 'object',
-                required: [],
-                properties: {
-                  given_name: { type: 'string', title: 'First Name', default: '' },
-                  family_name: { type: 'string', title: 'Last Name', default: '' }
-                }
-              },
-              uiSchema: {
-                family_name: { 'ui:widget': 'textarea' }
-              },
-              onSave: {
-                action: 'navigate',
-                url: '/person/{{record.id}}'
-              }
-            }
-          }
-        ]
-      }
-    },
     'person/:id/*': {
       layout: 'sidebar',
       components: {
@@ -114,19 +73,15 @@
                 table: 'person',
                 id: '{{parameters.id}}',
                 includes: {
+                  names: {
+                    table: 'person_name'
+                  },
                   emails: {
                     table: 'person_email',
                     orderBy: 'preference_order'
                   }
                 },
-                template: '{{given_name}} {{family_name}} {{#if emails.0.email}}<{{emails.0.email}}>{{/if}}'
-              }
-            },
-            {
-              component: 'Link',
-              properties: {
-                label: 'Edit',
-                to: 'edit'
+                template: '{{names.0.given_name}} {{names.0.family_name}} {{#if emails.0.email}}<{{emails.0.email}}>{{/if}}'
               }
             }
           ]
@@ -138,24 +93,12 @@
             properties: {
               table: 'person',
               id: '{{parameters.id}}',
-              template: '{{given_name}} {{family_name}}'
-            }
-          },
-          {
-            path: 'edit',
-            component: 'RecordForm',
-            properties: {
-              table: 'person',
-              id: '{{parameters.id}}',
-              form: {
-                title: 'Todo',
-                type: 'object',
-                required: [],
-                properties: {
-                  given_name: { type: 'string', title: 'First Name', default: '' },
-                  family_name: { type: 'string', title: 'Last Name', default: '' }
+              includes: {
+                names: {
+                  table: 'person_name'
                 }
-              }
+              },
+              template: '{{names.0.given_name}} {{names.0.family_name}}'
             }
           }
         ]

package/person_hash/README.md

@@ -4,7 +4,7 @@
 
 It is **not** part of the standard stack. It ships in `@engine9/schemas/stacks/limited-pii`, or install it explicitly (once per account — `unique: true`). Once installed, core weaves its transforms into the inbound people pipeline automatically.
 
-Warehouse plugin setting `exclude_pii` on `@engine9/schemas/utilities/limited-pii` makes `installDefaultPlugins()` prefer the limited-pii stack over `default_stack` and refuses `@engine9/schemas/stacks/standard`, `person_email`, `person_phone`, and `person_address` even if those plugins are already installed. That does **not** uninstall leftover plaintext tables. Install the utility plugin on demand; it is not part of the limited-pii stack.
+Warehouse plugin setting `exclude_pii` on `@engine9/schemas/utilities/limited-pii` makes `installDefaultPlugins()` prefer the limited-pii stack over `default_stack` and refuses `@engine9/schemas/stacks/standard`, `person_name`, `person_email`, `person_phone`, `person_address`, and `transaction/contact_details` even if those plugins are already installed. That does **not** uninstall leftover plaintext tables. Install the utility plugin on demand; it is not part of the limited-pii stack.
 
 It does **not** depend on `person_email` or `person_phone`. Those plugins may be installed alongside it; this schema plugin never writes to their tables.
 
@@ -31,7 +31,7 @@ inbound: {
 
 How slots and the weaver work: `@engine9/core/lib/peoplePipeline/README.md`.
 
-To see the woven chain for an account: `personWorker.getInboundTransforms({ pluginId, describe: true })` (CLI: `e9 personworker getInboundTransforms --plugin_id=<plugin_id> --describe=true`). On a limited-pii account the listing has `person_hash` on `id` and `upsert` and no `person_email` / `person_phone` / `person_address` lines. Drop a step for one job with `omit_transforms`.
+To see the woven chain for an account: `personWorker.getInboundTransforms({ pluginId, describe: true })` (CLI: `e9 personworker getInboundTransforms --plugin_id=<plugin_id> --describe=true`). On a limited-pii account the listing has `person_hash` on `id` and `upsert` and no `person_name` / `person_email` / `person_phone` / `person_address` lines. Drop a step for one job with `omit_transforms`.
 
 ## Data Model
 
@@ -67,4 +67,4 @@ The `upsertPersonHash` transform writes only hash columns to `person_hash_email`
 
 The plugin also exports `search.emailHashes` / `search.phoneHashes` for the plugin search tree (`@engine9/schemas/person_hash:search:emailHashes`).
 
-Default warehouse export includes the hash tables (export skips them when they do not exist). When utilities/limited-pii `exclude_pii` is set and `tables` is not explicit, `person_email` / `person_phone` / `person_address` are omitted from that default list.
+Default warehouse export includes the hash tables (export skips them when they do not exist). When utilities/limited-pii `exclude_pii` is set and `tables` is not explicit, `person_name` / `person_email` / `person_phone` / `person_address` are omitted from that default list.

package/person_name/README.md

@@ -0,0 +1,69 @@
+# Person Name Schema Plugin
+
+`@engine9/schemas/person_name` stores a person's plaintext name: `given_name` and `family_name`, one row per person.
+
+Names are personal data, so they are not on `person`. `person` holds only the id and timestamps, and every account installs it. An account that must not store names leaves this plugin out, the same way it leaves out `person_email`, `person_phone`, and `person_address`.
+
+- The standard stack (`@engine9/schemas/stacks/standard`) and the no-argument `installDefaultPlugins()` install it.
+- The limited-pii stack (`@engine9/schemas/stacks/limited-pii`) excludes it. With `exclude_pii` set on `@engine9/schemas/utilities/limited-pii`, core refuses to install it.
+
+## Install
+
+```javascript
+await pluginWorker.install({ path: '@engine9/schemas/person_name' });
+```
+
+A second install of the same path reuses the existing plugin row.
+
+## Inbound pipeline slots
+
+```javascript
+inbound: {
+  upsert: ['upsertPersonName']
+}
+```
+
+When the plugin is installed, core weaves `upsertPersonName` into the `upsert` slot of the inbound people pipeline. When it is not installed, the step is not in the chain. Incoming `given_name` / `family_name` fields are then ignored and nothing is stored. How slots and the weaver work: `@engine9/core/lib/peoplePipeline/README.md`.
+
+## Data Model
+
+### `person_name`
+
+Primary key: `person_id`.
+
+| Field | Type | Description |
+| --- | --- | --- |
+| `person_id` | `person_id` | Person the name belongs to. |
+| `given_name` | `string` | Given (first) name. |
+| `family_name` | `string` | Family (last) name. |
+| `source_input_id` | `foreign_uuid` | Input that first wrote the row. Existing rows keep their original source. Rows copied by the core `person_name` upgrade have none. |
+| `created_at` / `modified_at` | timestamps | |
+
+## Inbound Behavior
+
+`upsertPersonName` runs for each row that has a `given_name` or `family_name` key:
+
+- A key that is present overwrites the stored value. An explicit `null` clears it.
+- A key that is absent keeps the stored value.
+- Rows for the same person in one batch merge; later keys win.
+- A row with a name and no `person_id` fails the batch.
+
+## Outbound Behavior
+
+`appendName` adds `given_name` and `family_name` to each row by `person_id`. People with no row get `null` for both.
+
+`@engine9/schemas/person:transforms:appendName` is the same transform, kept so saved export definitions keep working.
+
+## Search
+
+`names` matches people by `given_name` and/or `family_name` with `LIKE`. Searching with neither finds everyone who has a name row.
+
+## Upgrading accounts created before this plugin
+
+Before this plugin, the names were `person.given_name` and `person.family_name`. Run the core upgrade once per account after installing this version of `@engine9/schemas`:
+
+- `PluginWorker.upgrade()` (server: `e9 personworker upgrade -a <account_id>`)
+- `npx e9core upgrade --db <connection>` for a SQLite or MySQL database
+- `npx e9core upgrade --url https://<site>` for a Cloudflare site (it posts to `/api/admin/upgrade` with `E9_ADMIN_API_KEY`)
+
+The upgrade installs this plugin and copies every non-blank name into `person_name`. It then refreshes the `person` plugin's inbound snapshot and drops both columns from `person`. On a PII-free account it does not install this plugin. It drops the columns only when they are empty, or when you pass `discard_names`.

package/person_name/index.js

@@ -0,0 +1,28 @@
+import schema from './schema.js';
+import upsertPersonName from './transforms/inbound/upsert_tables.js';
+import appendName from './transforms/outbound/appendName.js';
+import search from './search.js';
+const metadata = {
+  name: '@engine9/schemas/person_name',
+  unique: true,
+  dependencies: {
+    '@engine9/schemas/person': '>=1.9.0'
+  },
+  // Inbound people pipeline slots -> transform export keys (woven by core when installed)
+  inbound: {
+    upsert: ['upsertPersonName']
+  }
+};
+export const transforms = {
+  upsertPersonName,
+  appendName
+};
+export { metadata };
+export { schema };
+export { search };
+export default {
+  metadata,
+  schema,
+  search,
+  transforms
+};

package/person_name/schema.js

@@ -0,0 +1,17 @@
+export const tables = [
+  {
+    name: 'person_name',
+    columns: {
+      person_id: 'person_id',
+      given_name: 'string',
+      family_name: 'string',
+      source_input_id: 'foreign_uuid',
+      created_at: 'created_at',
+      modified_at: 'modified_at'
+    },
+    indexes: [{ columns: ['person_id'], primary: true }]
+  }
+];
+export default {
+  tables
+};

package/person_name/search.js

@@ -0,0 +1,47 @@
+export const names = {
+  title: 'Names',
+  form: {
+    title: 'Names',
+    type: 'object',
+    properties: {
+      givenName: {
+        title: 'First Name',
+        type: 'string'
+      },
+      familyName: {
+        title: 'Last Name',
+        type: 'string'
+      }
+    },
+    required: []
+  },
+  optionsToEQL(options) {
+    const { givenName = '', familyName = '' } = options;
+    const text = [];
+    const conditions = [];
+    if (givenName.length > 0) {
+      text.push(`First name like '${givenName}'`);
+      conditions.push({
+        type: 'LIKE',
+        values: [{ ref: { column: 'given_name' } }, { value: { value: givenName } }]
+      });
+    }
+    if (familyName.length > 0) {
+      text.push(`Last name like '${familyName}'`);
+      conditions.push({
+        type: 'LIKE',
+        values: [{ ref: { column: 'family_name' } }, { value: { value: familyName } }]
+      });
+    }
+    return {
+      text: text.length ? text.join(' and ') : 'Has a name',
+      eql: {
+        table: 'person_name',
+        conditions
+      }
+    };
+  }
+};
+export default {
+  names
+};

package/person_name/transforms/inbound/upsert_tables.js

@@ -0,0 +1,63 @@
+import { mergeIntoQueue } from '@engine9/input-tools';
+
+export const type = 'upsert';
+export const description =
+  'Upsert given_name / family_name into person_name, one row per person. A name key that is absent keeps the stored value; an explicit null clears it.';
+export const bindings = {
+  databaseNames: { path: 'sql.query', options: { table: 'person_name', lookup: ['person_id'] } },
+  tablesToUpsert: { path: 'sql.tables.upsert' }
+};
+
+const NAME_COLUMNS = ['given_name', 'family_name'];
+
+// person_id may arrive as number or string from different pipeline stages
+const personKey = (field, value) => (value == null ? '' : String(value));
+
+function mergeName(existing, incoming) {
+  return {
+    ...existing,
+    ...incoming,
+    person_id: existing.person_id,
+    source_input_id: existing.source_input_id ?? incoming.source_input_id
+  };
+}
+
+export async function transform({ batch, databaseNames = [], tablesToUpsert }) {
+  if (batch.length === 0) return;
+  const queue = [];
+  batch.forEach((o) => {
+    const present = NAME_COLUMNS.filter((column) => Object.hasOwn(o, column));
+    if (present.length === 0) return;
+    if (!o.person_id) throw new Error('Cannot update name, no person_id');
+    const row = { person_id: o.person_id, source_input_id: o.input_id ?? null };
+    for (const column of present) row[column] = o[column];
+    mergeIntoQueue(queue, row, {
+      keyFields: ['person_id'],
+      normalizeField: personKey,
+      merge: mergeName,
+      label: 'person_name'
+    });
+  });
+  if (queue.length === 0) return;
+  // Every queued row carries every column (upsertArray rejects mixed key sets),
+  // so a name the batch did not mention is filled from the stored row.
+  const stored = new Map(databaseNames.map((row) => [String(row.person_id), row]));
+  tablesToUpsert.person_name = tablesToUpsert.person_name || [];
+  for (const row of queue) {
+    const existing = stored.get(String(row.person_id));
+    const full = {
+      person_id: row.person_id,
+      source_input_id: existing?.source_input_id ?? row.source_input_id
+    };
+    for (const column of NAME_COLUMNS) {
+      full[column] = Object.hasOwn(row, column) ? row[column] : (existing?.[column] ?? null);
+    }
+    tablesToUpsert.person_name.push(full);
+  }
+}
+export default {
+  bindings,
+  type,
+  description,
+  transform
+};

package/{person → person_name}/transforms/outbound/appendName.js

@@ -3,20 +3,16 @@ export const bindings = {
   names: {
     path: 'sql.query',
     options: {
-      table: 'person',
-      columns: ['id', 'given_name', 'family_name'],
-      lookup: [
-        {
-          personIdField: 'person_id',
-          tableLookupField: 'id'
-        }
-      ]
+      table: 'person_name',
+      columns: ['person_id', 'given_name', 'family_name'],
+      lookup: ['person_id'],
+      optional: true
     }
   }
 };
 export const transform = ({ batch, names }) => {
   const nameMap = names.reduce((a, b) => {
-    a[b.id] = a[b.id] || b;
+    a[b.person_id] = a[b.person_id] || b;
     return a;
   }, {});
   batch.forEach((data) => {

package/person_name/upsert.test.js

@@ -0,0 +1,91 @@
+import assert from 'node:assert/strict';
+import { describe, it } from 'node:test';
+import upsertPersonName from './transforms/inbound/upsert_tables.js';
+import appendName from './transforms/outbound/appendName.js';
+import plugin from './index.js';
+
+describe('person_name upsert_tables', () => {
+  it('is declared in the inbound upsert slot', () => {
+    assert.deepEqual(plugin.metadata.inbound, { upsert: ['upsertPersonName'] });
+    assert.equal(plugin.transforms.upsertPersonName.type, 'upsert');
+  });
+
+  it('queues one person_name row with every column', async () => {
+    const tablesToUpsert = {};
+    await upsertPersonName.transform({
+      batch: [{ person_id: 1, input_id: 'input-a', email: 'ada@example.com', given_name: 'Ada' }],
+      databaseNames: [],
+      tablesToUpsert
+    });
+    assert.deepEqual(tablesToUpsert.person_name, [
+      { person_id: 1, source_input_id: 'input-a', given_name: 'Ada', family_name: null }
+    ]);
+    assert.equal('person' in tablesToUpsert, false, 'never writes the person table');
+  });
+
+  it('keeps the stored value for a name key the row did not send', async () => {
+    const tablesToUpsert = {};
+    await upsertPersonName.transform({
+      batch: [{ person_id: 2, input_id: 'input-b', family_name: 'Lovelace' }],
+      databaseNames: [{ person_id: '2', given_name: 'Ada', family_name: 'Byron', source_input_id: 'input-a' }],
+      tablesToUpsert
+    });
+    assert.deepEqual(tablesToUpsert.person_name, [
+      { person_id: 2, source_input_id: 'input-a', given_name: 'Ada', family_name: 'Lovelace' }
+    ]);
+  });
+
+  it('clears a name when the key is present and null', async () => {
+    const tablesToUpsert = {};
+    await upsertPersonName.transform({
+      batch: [{ person_id: 3, family_name: null }],
+      databaseNames: [{ person_id: 3, given_name: 'Ada', family_name: 'Lovelace', source_input_id: null }],
+      tablesToUpsert
+    });
+    assert.equal(tablesToUpsert.person_name[0].given_name, 'Ada');
+    assert.equal(tablesToUpsert.person_name[0].family_name, null);
+  });
+
+  it('merges rows for the same person in one batch, later keys winning', async () => {
+    const tablesToUpsert = {};
+    await upsertPersonName.transform({
+      batch: [
+        { person_id: 4, input_id: 'first', given_name: 'Ada', family_name: 'Byron' },
+        { person_id: '4', input_id: 'second', family_name: 'Lovelace' }
+      ],
+      databaseNames: [],
+      tablesToUpsert
+    });
+    assert.deepEqual(tablesToUpsert.person_name, [
+      { person_id: 4, source_input_id: 'first', given_name: 'Ada', family_name: 'Lovelace' }
+    ]);
+  });
+
+  it('queues nothing when no row has a name key', async () => {
+    const tablesToUpsert = {};
+    await upsertPersonName.transform({
+      batch: [{ person_id: 5, email: 'ada@example.com' }, { email: 'no-id@example.com' }],
+      databaseNames: [],
+      tablesToUpsert
+    });
+    assert.deepEqual(tablesToUpsert, {});
+  });
+
+  it('throws when a name is present and person_id is missing', async () => {
+    await assert.rejects(
+      () => upsertPersonName.transform({ batch: [{ given_name: 'Ada' }], databaseNames: [], tablesToUpsert: {} }),
+      /no person_id/
+    );
+  });
+});
+
+describe('person_name appendName', () => {
+  it('appends names by person_id', () => {
+    const batch = [{ person_id: 1 }, { person_id: 2 }];
+    appendName.transform({ batch, names: [{ person_id: 1, given_name: 'Ada', family_name: 'Lovelace' }] });
+    assert.deepEqual(batch, [
+      { person_id: 1, given_name: 'Ada', family_name: 'Lovelace' },
+      { person_id: 2, given_name: null, family_name: null }
+    ]);
+  });
+});

package/stacks/limited-pii/stack.json

@@ -1,7 +1,7 @@
 {
   "name": "@engine9/schemas/stacks/limited-pii",
-  "description": "PII-minimized Engine9 stack: hash identifiers instead of plaintext email, phone, or postal address. Excludes person_email, person_phone, and person_address even if requested.",
-  "version": "1.1.0",
+  "description": "PII-minimized Engine9 stack: hash identifiers instead of plaintext names, email, phone, or postal address. Excludes person_name, person_email, person_phone, person_address, and transaction/contact_details even if requested.",
+  "version": "1.2.0",
   "unique": true,
   "include": [
     "@engine9/schemas/plugin",
@@ -11,12 +11,13 @@
     "@engine9/schemas/timeline",
     "@engine9/schemas/source_code",
     "@engine9/schemas/transaction/core",
-    "@engine9/schemas/transaction/contact_details",
     "@engine9/schemas/person_hash"
   ],
   "exclude": [
+    "@engine9/schemas/person_name",
     "@engine9/schemas/person_email",
     "@engine9/schemas/person_phone",
-    "@engine9/schemas/person_address"
+    "@engine9/schemas/person_address",
+    "@engine9/schemas/transaction/contact_details"
   ]
 }

package/stacks/stacks.test.js

@@ -5,6 +5,8 @@ import { metadata as limitedPii } from './limited-pii/index.js';
 
 test('standard stack includes plaintext contact plugins and does not exclude them', () => {
   assert.equal(standard.name, '@engine9/schemas/stacks/standard');
+  assert.ok(standard.include.includes('@engine9/schemas/person_name'));
+  assert.ok(standard.include.includes('@engine9/schemas/transaction/contact_details'));
   assert.ok(standard.include.includes('@engine9/schemas/person_email'));
   assert.ok(standard.include.includes('@engine9/schemas/person_phone'));
   assert.ok(standard.include.includes('@engine9/schemas/person_address'));
@@ -18,6 +20,10 @@ test('standard stack includes plaintext contact plugins and does not exclude the
 test('limited-pii stack includes person_hash and excludes plaintext contact plugins', () => {
   assert.equal(limitedPii.name, '@engine9/schemas/stacks/limited-pii');
   assert.ok(limitedPii.include.includes('@engine9/schemas/person_hash'));
+  for (const path of ['@engine9/schemas/person_name', '@engine9/schemas/transaction/contact_details']) {
+    assert.ok(!limitedPii.include.includes(path), `${path} is not included`);
+    assert.ok(limitedPii.exclude.includes(path), `${path} is excluded`);
+  }
   assert.ok(!limitedPii.include.includes('@engine9/schemas/person_email'));
   assert.ok(!limitedPii.include.includes('@engine9/schemas/person_phone'));
   assert.ok(!limitedPii.include.includes('@engine9/schemas/person_address'));

package/stacks/standard/stack.json

@@ -1,11 +1,12 @@
 {
   "name": "@engine9/schemas/stacks/standard",
-  "description": "Opt-in Engine9 schema stack: person, plaintext email, phone, and postal address, timeline, source codes, and transactions. Reports install separately.",
-  "version": "1.0.0",
+  "description": "Opt-in Engine9 schema stack: person, plaintext names, email, phone, and postal address, timeline, source codes, and transactions. Reports install separately.",
+  "version": "1.1.0",
   "unique": true,
   "include": [
     "@engine9/schemas/plugin",
     "@engine9/schemas/person",
+    "@engine9/schemas/person_name",
     "@engine9/schemas/person_remote",
     "@engine9/schemas/segment",
     "@engine9/schemas/person_email",

package/transaction/contact_details/schema.js

@@ -1,9 +1,11 @@
-// Contact details captured on a transaction: address, email, phone, employer, and occupation.
+// Contact details captured on a transaction: payer name, address, email, phone, employer, and occupation.
 export const tables = [
   {
     name: 'transaction',
     prefix: false,
     columns: {
+      given_name: 'string',
+      family_name: 'string',
       street_1: 'string',
       street_2: 'string',
       city: 'string',

package/transaction/core/README.md

@@ -8,6 +8,8 @@ It depends on `@engine9/schemas/person` because every transaction belongs to a p
 
 The plugin creates the `transaction` table. Each row is a dated amount tied to a person, an input, and optional source-code / message attribution.
 
+The payer's name, email, phone, and address are not part of this plugin. `@engine9/schemas/transaction/contact_details` adds those columns to `transaction`; the limited-pii stack excludes it.
+
 | Field | Type | Description |
 | --- | --- | --- |
 | `id` | `id_uuid` | Primary row identifier. |
@@ -22,7 +24,6 @@ The plugin creates the `transaction` table. Each row is a dated amount tied to a
 | `recurs_id` | `int` | Recurring frequency. `0` is one-time. Defaults to `0`. |
 | `recurring_number` | `int` | Sequence number in a recurring series. |
 | `refund_amount` | `currency` | Refunded amount when applicable. |
-| `given_name` / `family_name` / `email` | `string` | Snapshot of payer identity on the transaction. |
 | `source_code_id` | `source_code_id` | Source code captured on the transaction. |
 | `override_source_code_id` | `source_code_id` | Manual source-code override. |
 | `final_source_code_id` | `source_code_id` | Source code after attribution. |

package/transaction/core/schema.js

@@ -18,9 +18,6 @@ export const tables = [
       },
       recurring_number: 'int',
       refund_amount: 'currency',
-      given_name: 'string',
-      family_name: 'string',
-      email: 'string',
       source_code_id: 'source_code_id',
       override_source_code_id: 'source_code_id',
       final_source_code_id: 'source_code_id',

package/utilities/limited-pii/settings.js

@@ -4,7 +4,7 @@ export const settings = [
     type: 'boolean',
     default: false,
     description:
-      'When true, installDefaultPlugins prefers @engine9/schemas/stacks/limited-pii over default_stack, and installs of stacks/standard, person_email, person_phone, and person_address are refused. Does not drop existing plaintext tables. Also omits those tables from the default export list when tables is not set.'
+      'When true, installDefaultPlugins prefers @engine9/schemas/stacks/limited-pii over default_stack, and installs of stacks/standard, person_name, person_email, person_phone, person_address, and transaction/contact_details are refused. Does not drop existing plaintext tables. Also omits the plaintext person tables from the default export list when tables is not set.'
   }
 ];
 export default {