@open-mercato/core 0.10.1-develop.7768.1.90fa052c11 → 0.10.1-develop.7770.1.970b396ebb

package/dist/modules/customer_accounts/search.js

@@ -25,12 +25,12 @@ function formatSubtitle(...parts) {
   if (text.length === 0) return void 0;
   return text.join(" \xB7 ");
 }
-function buildIndexSource(ctx, presenter, lines) {
+function buildIndexSource(presenter, lines) {
   if (!lines.length) return null;
   return {
     text: lines,
     presenter,
-    checksumSource: { record: ctx.record, customFields: ctx.customFields }
+    checksumSource: { text: lines, presenter }
   };
 }
 const searchConfig = {
@@ -44,13 +44,10 @@ const searchConfig = {
         const { t } = await resolveTranslations();
         const record = ctx.record;
         const lines = [];
-        appendLine(lines, "Name", record.display_name ?? record.displayName);
-        appendLine(lines, "Email", record.email);
+        appendLine(lines, "Customer user ID", record.id ?? "customer_accounts:customer_user");
         return buildIndexSource(
-          ctx,
           {
             title: pickString(record.display_name, record.displayName) ?? String(record.id),
-            subtitle: formatSubtitle(record.email),
             icon: "user",
             badge: t("customer_accounts.search.badge.customerUser", "Customer User")
           },
@@ -62,14 +59,14 @@ const searchConfig = {
         const record = ctx.record;
         return {
           title: pickString(record.display_name, record.displayName) ?? String(record.id),
-          subtitle: formatSubtitle(record.email),
           icon: "user",
           badge: t("customer_accounts.search.badge.customerUser", "Customer User")
         };
       },
       resolveUrl: async (ctx) => `/backend/customer-accounts/users/${encodeURIComponent(String(ctx.record.id))}`,
       fieldPolicy: {
-        searchable: ["display_name", "email"],
+        searchable: ["display_name"],
+        hashOnly: ["email"],
         excluded: ["password_hash", "email_hash"]
       }
     },
@@ -85,7 +82,6 @@ const searchConfig = {
         appendLine(lines, "Name", record.name);
         appendLine(lines, "Description", record.description);
         return buildIndexSource(
-          ctx,
           {
             title: pickString(record.name) ?? String(record.id),
             subtitle: formatSubtitle(snippet(record.description)),

package/dist/modules/customer_accounts/search.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../src/modules/customer_accounts/search.ts"],
-  "sourcesContent": ["import type {\n  SearchModuleConfig,\n  SearchBuildContext,\n  SearchResultPresenter,\n  SearchIndexSource,\n} from '@open-mercato/shared/modules/search'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\n\nfunction pickString(...candidates: Array<unknown>): string | null {\n  for (const candidate of candidates) {\n    if (typeof candidate !== 'string') continue\n    const trimmed = candidate.trim()\n    if (trimmed.length > 0) return trimmed\n  }\n  return null\n}\n\nfunction snippet(value: unknown, max = 140): string | undefined {\n  if (typeof value !== 'string') return undefined\n  const trimmed = value.trim()\n  if (!trimmed.length) return undefined\n  if (trimmed.length <= max) return trimmed\n  return `${trimmed.slice(0, max - 3)}...`\n}\n\nfunction appendLine(lines: string[], label: string, value: unknown) {\n  if (value === null || value === undefined) return\n  const text = typeof value === 'object' ? JSON.stringify(value) : String(value)\n  if (!text.trim()) return\n  lines.push(`${label}: ${text}`)\n}\n\nfunction formatSubtitle(...parts: Array<unknown>): string | undefined {\n  const text = parts\n    .map((part) => (part === null || part === undefined ? '' : String(part)))\n    .map((part) => part.trim())\n    .filter(Boolean)\n  if (text.length === 0) return undefined\n  return text.join(' \u00B7 ')\n}\n\nfunction buildIndexSource(\n  ctx: SearchBuildContext,\n  presenter: SearchResultPresenter,\n  lines: string[],\n): SearchIndexSource | null {\n  if (!lines.length) return null\n  return {\n    text: lines,\n    presenter,\n    checksumSource: { record: ctx.record, customFields: ctx.customFields },\n  }\n}\n\nexport const searchConfig: SearchModuleConfig = {\n  entities: [\n    {\n      entityId: 'customer_accounts:customer_user',\n      aclFeatures: ['customer_accounts.view'],\n      enabled: true,\n      priority: 6,\n      buildSource: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        const lines: string[] = []\n        appendLine(lines, 'Name', record.display_name ?? record.displayName)\n        appendLine(lines, 'Email', record.email)\n        return buildIndexSource(\n          ctx,\n          {\n            title: pickString(record.display_name, record.displayName) ?? String(record.id),\n            subtitle: formatSubtitle(record.email),\n            icon: 'user',\n            badge: t('customer_accounts.search.badge.customerUser', 'Customer User'),\n          },\n          lines,\n        )\n      },\n      formatResult: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        return {\n          title: pickString(record.display_name, record.displayName) ?? String(record.id),\n          subtitle: formatSubtitle(record.email),\n          icon: 'user',\n          badge: t('customer_accounts.search.badge.customerUser', 'Customer User'),\n        }\n      },\n      resolveUrl: async (ctx) => `/backend/customer-accounts/users/${encodeURIComponent(String(ctx.record.id))}`,\n      fieldPolicy: {\n        searchable: ['display_name', 'email'],\n        excluded: ['password_hash', 'email_hash'],\n      },\n    },\n    {\n      entityId: 'customer_accounts:customer_role',\n      aclFeatures: ['customer_accounts.view'],\n      enabled: true,\n      priority: 6,\n      buildSource: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        const lines: string[] = []\n        appendLine(lines, 'Name', record.name)\n        appendLine(lines, 'Description', record.description)\n        return buildIndexSource(\n          ctx,\n          {\n            title: pickString(record.name) ?? String(record.id),\n            subtitle: formatSubtitle(snippet(record.description)),\n            icon: 'shield',\n            badge: t('customer_accounts.search.badge.customerRole', 'Customer Role'),\n          },\n          lines,\n        )\n      },\n      formatResult: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        return {\n          title: pickString(record.name) ?? String(record.id),\n          subtitle: formatSubtitle(snippet(record.description)),\n          icon: 'shield',\n          badge: t('customer_accounts.search.badge.customerRole', 'Customer Role'),\n        }\n      },\n      resolveUrl: async (ctx) => `/backend/customer-accounts/roles/${encodeURIComponent(String(ctx.record.id))}/edit`,\n      fieldPolicy: {\n        searchable: ['name', 'description'],\n      },\n    },\n  ],\n}\n\nexport default searchConfig\nexport const config = searchConfig\n"],
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+  "sourcesContent": ["import type {\n  SearchModuleConfig,\n  SearchResultPresenter,\n  SearchIndexSource,\n} from '@open-mercato/shared/modules/search'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\n\nfunction pickString(...candidates: Array<unknown>): string | null {\n  for (const candidate of candidates) {\n    if (typeof candidate !== 'string') continue\n    const trimmed = candidate.trim()\n    if (trimmed.length > 0) return trimmed\n  }\n  return null\n}\n\nfunction snippet(value: unknown, max = 140): string | undefined {\n  if (typeof value !== 'string') return undefined\n  const trimmed = value.trim()\n  if (!trimmed.length) return undefined\n  if (trimmed.length <= max) return trimmed\n  return `${trimmed.slice(0, max - 3)}...`\n}\n\nfunction appendLine(lines: string[], label: string, value: unknown) {\n  if (value === null || value === undefined) return\n  const text = typeof value === 'object' ? JSON.stringify(value) : String(value)\n  if (!text.trim()) return\n  lines.push(`${label}: ${text}`)\n}\n\nfunction formatSubtitle(...parts: Array<unknown>): string | undefined {\n  const text = parts\n    .map((part) => (part === null || part === undefined ? '' : String(part)))\n    .map((part) => part.trim())\n    .filter(Boolean)\n  if (text.length === 0) return undefined\n  return text.join(' \u00B7 ')\n}\n\nfunction buildIndexSource(\n  presenter: SearchResultPresenter,\n  lines: string[],\n): SearchIndexSource | null {\n  if (!lines.length) return null\n  return {\n    text: lines,\n    presenter,\n    checksumSource: { text: lines, presenter },\n  }\n}\n\nexport const searchConfig: SearchModuleConfig = {\n  entities: [\n    {\n      entityId: 'customer_accounts:customer_user',\n      aclFeatures: ['customer_accounts.view'],\n      enabled: true,\n      priority: 6,\n      buildSource: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        const lines: string[] = []\n        appendLine(lines, 'Customer user ID', record.id ?? 'customer_accounts:customer_user')\n        return buildIndexSource(\n          {\n            title: pickString(record.display_name, record.displayName) ?? String(record.id),\n            icon: 'user',\n            badge: t('customer_accounts.search.badge.customerUser', 'Customer User'),\n          },\n          lines,\n        )\n      },\n      formatResult: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        return {\n          title: pickString(record.display_name, record.displayName) ?? String(record.id),\n          icon: 'user',\n          badge: t('customer_accounts.search.badge.customerUser', 'Customer User'),\n        }\n      },\n      resolveUrl: async (ctx) => `/backend/customer-accounts/users/${encodeURIComponent(String(ctx.record.id))}`,\n      fieldPolicy: {\n        searchable: ['display_name'],\n        hashOnly: ['email'],\n        excluded: ['password_hash', 'email_hash'],\n      },\n    },\n    {\n      entityId: 'customer_accounts:customer_role',\n      aclFeatures: ['customer_accounts.view'],\n      enabled: true,\n      priority: 6,\n      buildSource: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        const lines: string[] = []\n        appendLine(lines, 'Name', record.name)\n        appendLine(lines, 'Description', record.description)\n        return buildIndexSource(\n          {\n            title: pickString(record.name) ?? String(record.id),\n            subtitle: formatSubtitle(snippet(record.description)),\n            icon: 'shield',\n            badge: t('customer_accounts.search.badge.customerRole', 'Customer Role'),\n          },\n          lines,\n        )\n      },\n      formatResult: async (ctx) => {\n        const { t } = await resolveTranslations()\n        const record = ctx.record\n        return {\n          title: pickString(record.name) ?? String(record.id),\n          subtitle: formatSubtitle(snippet(record.description)),\n          icon: 'shield',\n          badge: t('customer_accounts.search.badge.customerRole', 'Customer Role'),\n        }\n      },\n      resolveUrl: async (ctx) => `/backend/customer-accounts/roles/${encodeURIComponent(String(ctx.record.id))}/edit`,\n      fieldPolicy: {\n        searchable: ['name', 'description'],\n      },\n    },\n  ],\n}\n\nexport default searchConfig\nexport const config = searchConfig\n"],
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   "names": []
 }

package/dist/modules/customers/search.js

@@ -1,6 +1,8 @@
 import { resolveTranslations } from "@open-mercato/shared/lib/i18n/server";
 import { CUSTOMER_INTERACTION_TASK_SOURCE, EXAMPLE_TODO_SOURCE } from "./lib/interactionCompatibility.js";
 import { createLogger } from "@open-mercato/shared/lib/logger";
+import { defaultEncryptionMaps } from "./encryption.js";
+import { isTenantDataEncryptionEnabled } from "@open-mercato/shared/lib/encryption/toggles";
 const logger = createLogger("customers");
 function assertTenantContext(ctx) {
   if (typeof ctx.tenantId !== "string" || ctx.tenantId.length === 0) {
@@ -310,6 +312,52 @@ function appendCustomFieldLines(lines, customFields, prefix) {
     appendLine(lines, label, value);
   }
 }
+function normalizeSearchFieldKey(key) {
+  return key.replace(/^cf[:_]/, "").replace(/([a-z0-9])([A-Z])/g, "$1_$2").toLowerCase();
+}
+async function resolveProfileEncryptedFields(ctx, kind, entity) {
+  if (!isTenantDataEncryptionEnabled()) {
+    throw new Error("[internal] Customer vector indexing requires available encryption declarations");
+  }
+  const container = ctx.container;
+  if (typeof container?.resolve !== "function") {
+    throw new Error("[internal] Customer search encryption policy container is unavailable");
+  }
+  const service = container.resolve("tenantEncryptionService");
+  if (typeof service?.getEncryptedFieldNames !== "function") {
+    throw new Error("[internal] Customer search encryption policy service is unavailable");
+  }
+  const organizationIds = /* @__PURE__ */ new Set([ctx.organizationId]);
+  for (const record of [ctx.record, entity]) {
+    const organizationId = record?.organization_id ?? record?.organizationId;
+    if (typeof organizationId === "string" && organizationId) organizationIds.add(organizationId);
+  }
+  const fields = await Promise.all(Array.from(organizationIds).flatMap((organizationId) => [
+    `customers:customer_${kind}_profile`,
+    "customers:customer_entity"
+  ].map((entityId) => service.getEncryptedFieldNames(entityId, ctx.tenantId, organizationId, { ignoreRuntimeHealth: true }))));
+  return fields.flat();
+}
+function selectProfileSearchFields(source, kind, options = {}) {
+  const entityId = `customers:customer_${kind}_profile`;
+  const policy = searchConfig.entities.find((entry) => entry.entityId === entityId)?.fieldPolicy;
+  const allowed = new Set((options.customerEntity ? ["display_name", "description", "status", "lifecycle_stage"] : policy?.searchable ?? []).map(normalizeSearchFieldKey));
+  const excluded = new Set([...policy?.hashOnly ?? [], ...policy?.excluded ?? []].map(normalizeSearchFieldKey));
+  if (options.forEmbedding) {
+    for (const field of options.encryptedFields ?? []) excluded.add(normalizeSearchFieldKey(field));
+    for (const map of defaultEncryptionMaps) {
+      if (map.entityId !== entityId && map.entityId !== "customers:customer_entity") continue;
+      for (const entry of map.fields) excluded.add(normalizeSearchFieldKey(entry.field));
+    }
+  }
+  const fields = {};
+  for (const [key, value] of Object.entries(source ?? {})) {
+    if (value !== null && typeof value === "object") continue;
+    const field = normalizeSearchFieldKey(key);
+    if (allowed.has(field) && !excluded.has(field)) fields[field] = value;
+  }
+  return fields;
+}
 function pickValue(source, ...keys) {
   if (!source) return void 0;
   for (const key of keys) {
@@ -334,11 +382,8 @@ function pickLabel(...candidates) {
   }
   return null;
 }
-function appendCustomerEntityLines(lines, entity, contactLabel = "Customer") {
+function appendCustomerEntityLines(lines, entity) {
   if (!entity) return;
-  appendLine(lines, "Customer", pickValue(entity, "display_name", "displayName") ?? entity.id);
-  appendLine(lines, `${contactLabel} email`, pickValue(entity, "primary_email", "primaryEmail"));
-  appendLine(lines, `${contactLabel} phone`, pickValue(entity, "primary_phone", "primaryPhone"));
   appendLine(lines, "Lifecycle stage", pickValue(entity, "lifecycle_stage", "lifecycleStage"));
   appendLine(lines, "Status", pickValue(entity, "status"));
 }
@@ -360,6 +405,9 @@ function ensureFallbackLines(lines, record, options = {}) {
 }
 function resolvePersonPresenter(translate, record, entity, customFields) {
   const fallbackEntityId = resolveCustomerEntityId(record);
+  record = { id: record.id, ...selectProfileSearchFields(record, "person") };
+  entity = entity ? { id: entity.id, ...selectProfileSearchFields(entity, "person", { customerEntity: true }) } : null;
+  customFields = selectProfileSearchFields(customFields, "person");
   const firstName = record.first_name ?? record.firstName ?? customFields.first_name ?? customFields.firstName ?? "";
   const lastName = record.last_name ?? record.lastName ?? customFields.last_name ?? customFields.lastName ?? "";
   const nameParts = [firstName, lastName].filter(Boolean).join(" ");
@@ -369,10 +417,6 @@ function resolvePersonPresenter(translate, record, entity, customFields) {
   if (jobTitle) subtitlePieces.push(String(jobTitle));
   const department = record.department ?? customFields.department;
   if (department) subtitlePieces.push(String(department));
-  const primaryEmail = pickValue(entity, "primary_email", "primaryEmail");
-  if (primaryEmail) subtitlePieces.push(String(primaryEmail));
-  const primaryPhone = pickValue(entity, "primary_phone", "primaryPhone");
-  if (primaryPhone) subtitlePieces.push(String(primaryPhone));
   const summary = snippet(
     pickValue(entity, "description") ?? customFields.summary ?? customFields.description
   );
@@ -386,16 +430,15 @@ function resolvePersonPresenter(translate, record, entity, customFields) {
 }
 function resolveCompanyPresenter(translate, record, entity, customFields) {
   const fallbackEntityId = resolveCustomerEntityId(record);
+  record = { id: record.id, ...selectProfileSearchFields(record, "company") };
+  entity = entity ? { id: entity.id, ...selectProfileSearchFields(entity, "company", { customerEntity: true }) } : null;
+  customFields = selectProfileSearchFields(customFields, "company");
   const title = pickValue(entity, "display_name", "displayName") ?? customFields.display_name ?? customFields.displayName ?? record.brand_name ?? record.legal_name ?? record.domain ?? record.brandName ?? record.legalName ?? (entity?.id && entity?.display_name ? entity.display_name : void 0) ?? fallbackEntityId ?? record.id ?? translate("customers.search.fallback.company", "Company");
   const subtitlePieces = [];
   const industry = record.industry;
   if (industry) subtitlePieces.push(String(industry));
   const sizeBucket = record.size_bucket ?? record.sizeBucket;
   if (sizeBucket) subtitlePieces.push(String(sizeBucket));
-  if (entity) {
-    const primaryEmail = pickValue(entity, "primary_email", "primaryEmail");
-    if (primaryEmail) subtitlePieces.push(String(primaryEmail));
-  }
   const summary = snippet(
     pickValue(entity, "description") ?? customFields.summary ?? customFields.description ?? record.summary ?? record.description
   );
@@ -441,19 +484,12 @@ const searchConfig = {
         const { t } = await resolveTranslations();
         const lines = [];
         const record = ctx.record;
-        appendLine(lines, "Preferred name", record.preferred_name ?? record.preferredName ?? ctx.customFields.preferred_name);
-        appendLine(lines, "First name", record.first_name ?? record.firstName ?? ctx.customFields.first_name);
-        appendLine(lines, "Last name", record.last_name ?? record.lastName ?? ctx.customFields.last_name);
-        appendLine(lines, "Job title", record.job_title ?? record.jobTitle ?? ctx.customFields.job_title);
-        appendLine(lines, "Department", record.department ?? record.department_name ?? record.departmentName ?? ctx.customFields.department);
-        appendLine(lines, "Seniority", record.seniority ?? record.seniority_level ?? record.seniorityLevel ?? ctx.customFields.seniority);
-        appendLine(lines, "Timezone", record.timezone ?? record.time_zone ?? record.timeZone ?? ctx.customFields.timezone);
-        appendLine(lines, "LinkedIn", record.linked_in_url ?? record.linkedInUrl ?? ctx.customFields.linked_in_url);
-        appendLine(lines, "Twitter", record.twitter_url ?? record.twitterUrl ?? ctx.customFields.twitter_url);
-        const { entity, entityId, profileCustomFields, entityCustomFields, entityOnlyCustomFields } = await hydrateProfileContext(ctx, "person");
-        appendCustomFieldLines(lines, profileCustomFields, "Person custom");
+        const { entity, entityId, profileCustomFields, entityOnlyCustomFields } = await hydrateProfileContext(ctx, "person");
+        const embeddingOptions = { forEmbedding: true, encryptedFields: await resolveProfileEncryptedFields(ctx, "person", entity) };
+        appendCustomFieldLines(lines, selectProfileSearchFields(record, "person", embeddingOptions), "");
+        appendCustomFieldLines(lines, selectProfileSearchFields(profileCustomFields, "person", embeddingOptions), "Person custom");
         if (Object.keys(entityOnlyCustomFields).length) {
-          appendCustomFieldLines(lines, entityOnlyCustomFields, "Customer custom");
+          appendCustomFieldLines(lines, selectProfileSearchFields(entityOnlyCustomFields, "person", embeddingOptions), "Customer custom");
         }
         if (!entity) {
           logger.warn("Failed to load customer entity for person profile", {
@@ -463,8 +499,8 @@ const searchConfig = {
             recordKeys: Object.keys(record)
           });
         }
-        appendCustomerEntityLines(lines, entity, "Customer");
-        ensureFallbackLines(lines, record);
+        appendCustomerEntityLines(lines, selectProfileSearchFields(entity, "person", { ...embeddingOptions, customerEntity: true }));
+        ensureFallbackLines(lines, { id: record.id ?? entityId ?? "customers:customer_person_profile" });
         if (!lines.length) return null;
         if (!entityId) {
           logger.warn("Person profile missing entity id", {
@@ -487,12 +523,7 @@ const searchConfig = {
           text: lines,
           presenter,
           links,
-          checksumSource: {
-            record: ctx.record,
-            customFields: profileCustomFields,
-            entity,
-            entityCustomFields
-          }
+          checksumSource: { text: lines, presenter, links }
         };
       },
       formatResult: async (ctx) => {
@@ -542,20 +573,15 @@ const searchConfig = {
         const { t } = await resolveTranslations();
         const lines = [];
         const record = ctx.record;
-        appendLine(lines, "Legal name", record.legal_name ?? record.legalName ?? ctx.customFields.legal_name);
-        appendLine(lines, "Brand name", record.brand_name ?? record.brandName ?? ctx.customFields.brand_name);
-        appendLine(lines, "Domain", record.domain ?? record.website_domain ?? record.websiteDomain ?? ctx.customFields.domain);
-        appendLine(lines, "Website", record.website_url ?? record.websiteUrl ?? ctx.customFields.website_url);
-        appendLine(lines, "Industry", record.industry ?? ctx.customFields.industry);
-        appendLine(lines, "Company size", record.size_bucket ?? record.sizeBucket ?? ctx.customFields.size_bucket);
-        appendLine(lines, "Annual revenue", record.annual_revenue ?? record.annualRevenue ?? ctx.customFields.annual_revenue);
-        const { entity, entityId, profileCustomFields, entityCustomFields, entityOnlyCustomFields } = await hydrateProfileContext(ctx, "company");
-        appendCustomFieldLines(lines, profileCustomFields, "Company custom");
+        const { entity, entityId, profileCustomFields, entityOnlyCustomFields } = await hydrateProfileContext(ctx, "company");
+        const embeddingOptions = { forEmbedding: true, encryptedFields: await resolveProfileEncryptedFields(ctx, "company", entity) };
+        appendCustomFieldLines(lines, selectProfileSearchFields(record, "company", embeddingOptions), "");
+        appendCustomFieldLines(lines, selectProfileSearchFields(profileCustomFields, "company", embeddingOptions), "Company custom");
         if (Object.keys(entityOnlyCustomFields).length) {
-          appendCustomFieldLines(lines, entityOnlyCustomFields, "Customer custom");
+          appendCustomFieldLines(lines, selectProfileSearchFields(entityOnlyCustomFields, "company", embeddingOptions), "Customer custom");
         }
-        appendCustomerEntityLines(lines, entity, "Primary");
-        ensureFallbackLines(lines, record);
+        appendCustomerEntityLines(lines, selectProfileSearchFields(entity, "company", { ...embeddingOptions, customerEntity: true }));
+        ensureFallbackLines(lines, { id: record.id ?? entityId ?? "customers:customer_company_profile" });
         if (!lines.length) return null;
         const presenter = resolveCompanyPresenter(t, record, entity, ctx.customFields);
         logMissingPresenterTitle("company", record, entity, presenter);
@@ -571,12 +597,7 @@ const searchConfig = {
           text: lines,
           presenter,
           links,
-          checksumSource: {
-            record: ctx.record,
-            customFields: profileCustomFields,
-            entity,
-            entityCustomFields
-          }
+          checksumSource: { text: lines, presenter, links }
         };
       },
       formatResult: async (ctx) => {