@open-mercato/core 0.10.1-develop.7769.1.0e6458bb99 → 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) => {

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../src/modules/customers/search.ts"],
-  "sourcesContent": ["import type { QueryCustomFieldSource, QueryEngine } from '@open-mercato/shared/lib/query/types'\nimport type {\n  SearchModuleConfig,\n  SearchBuildContext,\n  SearchResultPresenter,\n  SearchResultLink,\n  SearchIndexSource,\n} from '@open-mercato/shared/modules/search'\nimport type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport { CUSTOMER_INTERACTION_TASK_SOURCE, EXAMPLE_TODO_SOURCE } from './lib/interactionCompatibility'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customers')\n\n// =============================================================================\n// Context Types\n// =============================================================================\n\ntype SearchContext = SearchBuildContext & {\n  tenantId: string\n  queryEngine?: QueryEngine\n}\n\nfunction assertTenantContext(ctx: SearchBuildContext): asserts ctx is SearchContext {\n  if (typeof ctx.tenantId !== 'string' || ctx.tenantId.length === 0) {\n    throw new Error('[search.customers] Missing tenantId in search build context')\n  }\n}\n\ntype CustomerProfileKind = 'person' | 'company'\n\ntype LoadedCustomerEntity = {\n  entity: Record<string, unknown> | null\n  customFields: Record<string, unknown>\n}\n\n// =============================================================================\n// Caching\n// =============================================================================\n\nconst entityIdCache = new Map<string, LoadedCustomerEntity | null>()\nconst profileEntityCache = new WeakMap<Record<string, unknown>, Partial<Record<CustomerProfileKind, LoadedCustomerEntity | null>>>()\nconst todoCache = new WeakMap<Record<string, unknown>, unknown>()\n\n// =============================================================================\n// Query Configuration\n// =============================================================================\n\nconst CUSTOMER_ENTITY_FIELDS = [\n  'id',\n  'kind',\n  'display_name',\n  'description',\n  'primary_email',\n  'primary_phone',\n  'status',\n  'lifecycle_stage',\n  'owner_user_id',\n  'source',\n  'next_interaction_at',\n  'next_interaction_name',\n  'next_interaction_ref_id',\n  'next_interaction_icon',\n  'next_interaction_color',\n  'organization_id',\n  'tenant_id',\n  'created_at',\n  'updated_at',\n  'deleted_at',\n] satisfies string[]\n\nconst CUSTOMER_CUSTOM_FIELD_SOURCES: QueryCustomFieldSource[] = [\n  {\n    entityId: 'customers:customer_person_profile',\n    table: 'customer_people',\n    alias: 'person_profile',\n    recordIdColumn: 'id',\n    join: { fromField: 'id', toField: 'entity_id' },\n  },\n  {\n    entityId: 'customers:customer_company_profile',\n    table: 'customer_companies',\n    alias: 'company_profile',\n    recordIdColumn: 'id',\n    join: { fromField: 'id', toField: 'entity_id' },\n  },\n]\n\n// =============================================================================\n// Helper Functions\n// =============================================================================\n\nfunction extractCustomFieldMap(source: Record<string, unknown> | null | undefined): Record<string, unknown> {\n  if (!source) return {}\n  const result: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(source)) {\n    if (value === undefined) continue\n    if (key.startsWith('cf:')) {\n      result[key.slice(3)] = value\n    } else if (key.startsWith('cf_')) {\n      result[key.slice(3)] = value\n    }\n  }\n  return result\n}\n\nfunction normalizeCustomerEntity(row: Record<string, unknown>): Record<string, unknown> {\n  const normalized: Record<string, unknown> = {\n    id: row.id ?? row.entity_id ?? row.entityId ?? null,\n    kind: row.kind ?? null,\n  }\n  const assign = (snake: string, camel?: string) => {\n    const value = row[snake] ?? (camel ? row[camel] : undefined)\n    if (value !== undefined) {\n      normalized[snake] = value\n      if (camel) normalized[camel] = value\n    }\n  }\n  assign('display_name', 'displayName')\n  assign('description')\n  assign('primary_email', 'primaryEmail')\n  assign('primary_phone', 'primaryPhone')\n  assign('status')\n  assign('lifecycle_stage', 'lifecycleStage')\n  assign('owner_user_id', 'ownerUserId')\n  assign('source')\n  assign('next_interaction_at', 'nextInteractionAt')\n  assign('next_interaction_name', 'nextInteractionName')\n  assign('next_interaction_ref_id', 'nextInteractionRefId')\n  assign('next_interaction_icon', 'nextInteractionIcon')\n  assign('next_interaction_color', 'nextInteractionColor')\n  assign('organization_id', 'organizationId')\n  assign('tenant_id', 'tenantId')\n  assign('created_at', 'createdAt')\n  assign('updated_at', 'updatedAt')\n  assign('deleted_at', 'deletedAt')\n  return normalized\n}\n\nfunction getProfileCache(record: Record<string, unknown>): Partial<Record<CustomerProfileKind, LoadedCustomerEntity | null>> {\n  let cache = profileEntityCache.get(record)\n  if (!cache) {\n    cache = {}\n    profileEntityCache.set(record, cache)\n  }\n  return cache\n}\n\nfunction subtractCustomFields(\n  primary: Record<string, unknown>,\n  secondary: Record<string, unknown>,\n): Record<string, unknown> {\n  if (!secondary || Object.keys(secondary).length === 0) return {}\n  const primaryKeys = new Set(Object.keys(primary))\n  const result: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(secondary)) {\n    if (!primaryKeys.has(key)) {\n      result[key] = value\n    }\n  }\n  return result\n}\n\n// =============================================================================\n// Entity Loading Functions\n// =============================================================================\n\ntype CustomerEntityQueryOptions = {\n  entityId?: string | null\n  profileKind?: CustomerProfileKind\n  profileId?: string | null\n}\n\nasync function loadCustomerEntityBundle(ctx: SearchContext, opts: CustomerEntityQueryOptions): Promise<LoadedCustomerEntity | null> {\n  if (!ctx.queryEngine) return null\n  const filters: Record<string, unknown> = {}\n  const resolvedEntityId = typeof opts.entityId === 'string' && opts.entityId.length ? opts.entityId : null\n  const resolvedProfileId =\n    opts.profileId != null && String(opts.profileId).trim().length > 0 ? String(opts.profileId).trim() : null\n  const shouldJoinProfileSource = Boolean(opts.profileKind && resolvedProfileId && !resolvedEntityId)\n  if (resolvedEntityId) {\n    filters.id = { $eq: resolvedEntityId }\n  }\n  if (shouldJoinProfileSource) {\n    const alias = opts.profileKind === 'person' ? 'person_profile' : 'company_profile'\n    filters[`${alias}.id`] = { $eq: resolvedProfileId }\n  }\n  if (!Object.keys(filters).length) return null\n  try {\n    const result = await ctx.queryEngine.query('customers:customer_entity', {\n      tenantId: ctx.tenantId,\n      organizationId: ctx.organizationId ?? undefined,\n      filters,\n      includeCustomFields: true,\n      ...(shouldJoinProfileSource ? { customFieldSources: CUSTOMER_CUSTOM_FIELD_SOURCES } : {}),\n      fields: CUSTOMER_ENTITY_FIELDS,\n      page: { page: 1, pageSize: 1 },\n    })\n    const row = result.items[0] as Record<string, unknown> | undefined\n    if (!row) return null\n    const entity = normalizeCustomerEntity(row)\n    const customFields = extractCustomFieldMap(row)\n    return { entity, customFields }\n  } catch (error) {\n    logger.warn('Failed to load customer entity via QueryEngine', {\n      component: 'search',\n      entityId: resolvedEntityId ?? null,\n      profileKind: opts.profileKind ?? null,\n      profileId: resolvedProfileId ?? null,\n      err: error,\n    })\n    return null\n  }\n}\n\nasync function loadCustomerEntityForProfile(ctx: SearchContext, kind: CustomerProfileKind): Promise<LoadedCustomerEntity | null> {\n  const cache = getProfileCache(ctx.record)\n  if (cache[kind] !== undefined) return cache[kind] ?? null\n  const entityIdHint = resolveCustomerEntityId(ctx.record)\n  const profileIdRaw = ctx.record.id ?? null\n  const profileId = profileIdRaw != null ? String(profileIdRaw) : null\n  if (!entityIdHint && !profileId) {\n    cache[kind] = null\n    return null\n  }\n  const loaded = await loadCustomerEntityBundle(ctx, {\n    entityId: entityIdHint,\n    profileKind: kind,\n    profileId,\n  })\n  cache[kind] = loaded ?? null\n  const resolvedId = loaded?.entity?.id ?? entityIdHint\n  if (resolvedId && typeof resolvedId === 'string') {\n    ctx.record.entity_id ??= resolvedId\n    ctx.record.entityId ??= resolvedId\n    entityIdCache.set(resolvedId, loaded ?? null)\n  }\n  if (loaded?.entity) {\n    if (!ctx.record.entity) ctx.record.entity = loaded.entity\n    if (!ctx.record.customer_entity) ctx.record.customer_entity = loaded.entity\n  }\n  return loaded ?? null\n}\n\nasync function loadCustomerEntityById(ctx: SearchContext, entityId: string | null | undefined): Promise<LoadedCustomerEntity | null> {\n  const resolvedId = typeof entityId === 'string' && entityId.length ? entityId : null\n  if (!resolvedId) return null\n  if (entityIdCache.has(resolvedId)) {\n    return entityIdCache.get(resolvedId) ?? null\n  }\n  const loaded = await loadCustomerEntityBundle(ctx, { entityId: resolvedId })\n  entityIdCache.set(resolvedId, loaded ?? null)\n  return loaded ?? null\n}\n\nasync function getCustomerEntity(ctx: SearchContext, entityId?: string | null): Promise<Record<string, unknown> | null> {\n  const profileCache = profileEntityCache.get(ctx.record)\n  if (profileCache) {\n    const cached = Object.values(profileCache).find((entry) => {\n      if (!entry?.entity) return false\n      if (!entityId) return true\n      return entry.entity.id === entityId\n    })\n    if (cached?.entity) return cached.entity\n  }\n  const inline = getInlineCustomerEntity(ctx.record)\n  if (inline && (!entityId || inline.id === entityId)) {\n    if (inline.id && typeof inline.id === 'string') {\n      entityIdCache.set(inline.id, { entity: inline, customFields: {} })\n    }\n    return inline\n  }\n  const resolvedId = entityId ?? resolveCustomerEntityId(ctx.record)\n  const loaded = await loadCustomerEntityById(ctx, resolvedId)\n  return loaded?.entity ?? null\n}\n\ntype HydratedProfileContext = {\n  entity: Record<string, unknown> | null\n  entityId: string | null\n  profileCustomFields: Record<string, unknown>\n  entityCustomFields: Record<string, unknown>\n  entityOnlyCustomFields: Record<string, unknown>\n}\n\nasync function hydrateProfileContext(ctx: SearchContext, kind: CustomerProfileKind): Promise<HydratedProfileContext> {\n  const profileCustomFields = ctx.customFields ?? {}\n  const loaded = await loadCustomerEntityForProfile(ctx, kind)\n  let entity = loaded?.entity ?? getInlineCustomerEntity(ctx.record)\n  let entityCustomFields = loaded?.customFields ?? {}\n  let entityId = (entity?.id as string | undefined) ?? resolveCustomerEntityId(ctx.record)\n  if (!entity && entityId) {\n    const fetched = await loadCustomerEntityById(ctx, entityId)\n    entity = fetched?.entity ?? null\n    if (fetched?.customFields) {\n      entityCustomFields = Object.keys(entityCustomFields).length ? entityCustomFields : fetched.customFields\n    }\n  }\n  if (!entity && !entityId) {\n    entityId = resolveCustomerEntityId(ctx.record)\n  }\n  if (entity?.id && typeof entity.id === 'string') {\n    entityId = entity.id\n    ctx.record.entity_id ??= entity.id\n    ctx.record.entityId ??= entity.id\n    if (!ctx.record.entity) ctx.record.entity = entity\n    if (!ctx.record.customer_entity) ctx.record.customer_entity = entity\n  }\n  const entityOnlyCustomFields = subtractCustomFields(profileCustomFields, entityCustomFields)\n  return {\n    entity: entity ?? null,\n    entityId: entityId ?? null,\n    profileCustomFields,\n    entityCustomFields,\n    entityOnlyCustomFields,\n  }\n}\n\nasync function loadRecord(ctx: SearchContext, entityId: string, recordId?: string | null) {\n  if (!recordId || !ctx.queryEngine) return null\n  const res = await ctx.queryEngine.query(entityId, {\n    tenantId: ctx.tenantId,\n    organizationId: ctx.organizationId ?? undefined,\n    filters: { id: recordId },\n    includeCustomFields: true,\n    page: { page: 1, pageSize: 1 },\n  })\n  return res.items[0] as Record<string, unknown> | undefined\n}\n\nfunction resolveCustomerEntityId(record: Record<string, unknown>): string | null {\n  const direct =\n    record.customer_entity_id ??\n    record.entityId ??\n    record.entity_id ??\n    record.customerEntityId ??\n    record.customerEntityID ??\n    (typeof record.entity === 'object' && record.entity ? (record.entity as Record<string, unknown>).id : undefined) ??\n    (typeof record.customer_entity === 'object' && record.customer_entity ? (record.customer_entity as Record<string, unknown>).id : undefined)\n  const value = typeof direct === 'string' && direct.length ? direct : null\n  return value\n}\n\nfunction getInlineCustomerEntity(record: Record<string, unknown>): Record<string, unknown> | null {\n  const inline =\n    (typeof record.entity === 'object' && record.entity) ||\n    (typeof record.customer_entity === 'object' && record.customer_entity) ||\n    null\n  return inline as Record<string, unknown> | null\n}\n\nasync function getLinkedTodo(ctx: SearchContext) {\n  if (todoCache.has(ctx.record)) {\n    return todoCache.get(ctx.record)\n  }\n  const sourceRaw = typeof ctx.record.todo_source === 'string' ? ctx.record.todo_source : EXAMPLE_TODO_SOURCE\n  const [moduleId, entityName] = sourceRaw.split(':')\n  const entityId = moduleId && entityName ? `${moduleId}:${entityName}` : CUSTOMER_INTERACTION_TASK_SOURCE\n  const todo = await loadRecord(ctx, entityId, ctx.record.todo_id as string ?? ctx.record.todoId as string)\n  todoCache.set(ctx.record, todo ?? null)\n  return todo ?? null\n}\n\n// =============================================================================\n// URL and Formatting Helpers\n// =============================================================================\n\nfunction buildCustomerUrl(kind: string | null | undefined, id?: string | null): string | null {\n  if (!id) return null\n  const encoded = encodeURIComponent(id)\n  if (kind === 'person') return `/backend/customers/people-v2/${encoded}`\n  if (kind === 'company') return `/backend/customers/companies-v2/${encoded}`\n  return `/backend/customers/companies-v2/${encoded}`\n}\n\nfunction formatDealValue(record: Record<string, unknown>): string | undefined {\n  const amount = record.value_amount ?? record.valueAmount\n  if (!amount) return undefined\n  const currency = record.value_currency ?? record.valueCurrency ?? ''\n  return currency ? `${amount} ${currency}` : String(amount)\n}\n\nfunction snippet(text: unknown, max = 140): string | undefined {\n  if (typeof text !== 'string') return undefined\n  const trimmed = text.trim()\n  if (!trimmed.length) return undefined\n  if (trimmed.length <= max) return trimmed\n  return `${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 = Array.isArray(value)\n    ? value.map((item) => (item === null || item === undefined ? '' : String(item))).filter(Boolean).join(', ')\n    : (typeof value === 'object' ? JSON.stringify(value) : String(value))\n  if (!text.trim()) return\n  lines.push(`${label}: ${text}`)\n}\n\nfunction friendlyLabel(input: string): string {\n  return input\n    .replace(/^cf:/, '')\n    .replace(/_/g, ' ')\n    .replace(/([a-z])([A-Z])/g, (_, a, b) => `${a} ${b}`)\n    .replace(/\\b\\w/g, (char) => char.toUpperCase())\n}\n\nfunction appendCustomFieldLines(lines: string[], customFields: Record<string, unknown>, prefix: string) {\n  for (const [key, value] of Object.entries(customFields)) {\n    if (value === null || value === undefined) continue\n    const label = prefix ? `${prefix} ${friendlyLabel(key)}` : friendlyLabel(key)\n    appendLine(lines, label, value)\n  }\n}\n\nfunction pickValue(source: Record<string, unknown> | null | undefined, ...keys: string[]): unknown {\n  if (!source) return undefined\n  for (const key of keys) {\n    if (key in source && source[key] != null) return source[key]\n  }\n  return undefined\n}\n\nfunction pickString(...candidates: unknown[]): string | null {\n  for (const candidate of candidates) {\n    if (typeof candidate === 'string' && candidate.trim().length) {\n      return candidate.trim()\n    }\n  }\n  return null\n}\n\nfunction pickLabel(...candidates: Array<unknown>): string | null {\n  for (const candidate of candidates) {\n    if (candidate === null || candidate === undefined) continue\n    const value = typeof candidate === 'string' ? candidate : String(candidate)\n    const trimmed = value.trim()\n    if (trimmed.length) return trimmed\n  }\n  return null\n}\n\nfunction appendCustomerEntityLines(\n  lines: string[],\n  entity: Record<string, unknown> | null,\n  contactLabel: 'Customer' | 'Primary' = 'Customer',\n) {\n  if (!entity) return\n  appendLine(lines, 'Customer', pickValue(entity, 'display_name', 'displayName') ?? entity.id)\n  appendLine(lines, `${contactLabel} email`, pickValue(entity, 'primary_email', 'primaryEmail'))\n  appendLine(lines, `${contactLabel} phone`, pickValue(entity, 'primary_phone', 'primaryPhone'))\n  appendLine(lines, 'Lifecycle stage', pickValue(entity, 'lifecycle_stage', 'lifecycleStage'))\n  appendLine(lines, 'Status', pickValue(entity, 'status'))\n}\n\nfunction ensureFallbackLines(lines: string[], record: Record<string, unknown>, options: { includeId?: boolean } = {}) {\n  if (lines.length) return\n  const excluded = new Set(['tenant_id', 'organization_id', 'created_at', 'updated_at', 'deleted_at'])\n  for (const [key, value] of Object.entries(record)) {\n    if (value === null || value === undefined) continue\n    if (excluded.has(key)) continue\n    if (key === 'id') continue\n    appendLine(lines, friendlyLabel(key), value)\n  }\n  if (!lines.length && options.includeId !== false) {\n    const fallbackId =\n      record.id ??\n      record.entity_id ??\n      record.customer_entity_id ??\n      record.entityId ??\n      record.customerEntityId ??\n      null\n    if (fallbackId) {\n      appendLine(lines, 'Record ID', fallbackId)\n    }\n  }\n}\n\n// =============================================================================\n// Presenter Functions\n// =============================================================================\n\nfunction resolvePersonPresenter(\n  translate: TranslateFn,\n  record: Record<string, unknown>,\n  entity: Record<string, unknown> | null,\n  customFields: Record<string, unknown>,\n): SearchResultPresenter {\n  const fallbackEntityId = resolveCustomerEntityId(record)\n  const firstName = record.first_name ?? record.firstName ?? customFields.first_name ?? customFields.firstName ?? ''\n  const lastName = record.last_name ?? record.lastName ?? customFields.last_name ?? customFields.lastName ?? ''\n  const nameParts = [firstName, lastName].filter(Boolean).join(' ')\n  const title =\n    (pickValue(entity, 'display_name', 'displayName') as string | undefined) ??\n    (record.preferred_name as string | undefined) ??\n    (record.preferredName as string | undefined) ??\n    (nameParts.length ? nameParts : undefined) ??\n    fallbackEntityId ??\n    (record.id as string | undefined) ??\n    translate('customers.search.fallback.person', 'Person')\n  const subtitlePieces: string[] = []\n  const jobTitle = record.job_title ?? record.jobTitle ?? customFields.job_title ?? customFields.jobTitle\n  if (jobTitle) subtitlePieces.push(String(jobTitle))\n  const department = record.department ?? customFields.department\n  if (department) subtitlePieces.push(String(department))\n  const primaryEmail = pickValue(entity, 'primary_email', 'primaryEmail')\n  if (primaryEmail) subtitlePieces.push(String(primaryEmail))\n  const primaryPhone = pickValue(entity, 'primary_phone', 'primaryPhone')\n  if (primaryPhone) subtitlePieces.push(String(primaryPhone))\n  const summary = snippet(\n    (pickValue(entity, 'description') as string | undefined) ??\n      (customFields.summary as string | undefined) ??\n      (customFields.description as string | undefined),\n  )\n  if (summary) subtitlePieces.push(summary)\n  return {\n    title: String(title),\n    subtitle: subtitlePieces.length ? subtitlePieces.join(' \u00B7 ') : undefined,\n    icon: 'user',\n    badge: pickValue(entity, 'display_name', 'displayName')\n      ? translate('customers.search.badge.person', 'Person')\n      : undefined,\n  }\n}\n\nfunction resolveCompanyPresenter(\n  translate: TranslateFn,\n  record: Record<string, unknown>,\n  entity: Record<string, unknown> | null,\n  customFields: Record<string, unknown>,\n): SearchResultPresenter {\n  const fallbackEntityId = resolveCustomerEntityId(record)\n  const title =\n    (pickValue(entity, 'display_name', 'displayName') as string | undefined) ??\n    (customFields.display_name as string | undefined) ??\n    (customFields.displayName as string | undefined) ??\n    (record.brand_name as string | undefined) ??\n    (record.legal_name as string | undefined) ??\n    (record.domain as string | undefined) ??\n    (record.brandName as string | undefined) ??\n    (record.legalName as string | undefined) ??\n    (entity?.id && entity?.display_name ? entity.display_name as string : undefined) ??\n    fallbackEntityId ??\n    (record.id as string | undefined) ??\n    translate('customers.search.fallback.company', 'Company')\n  const subtitlePieces: string[] = []\n  const industry = record.industry\n  if (industry) subtitlePieces.push(String(industry))\n  const sizeBucket = record.size_bucket ?? record.sizeBucket\n  if (sizeBucket) subtitlePieces.push(String(sizeBucket))\n  if (entity) {\n    const primaryEmail = pickValue(entity, 'primary_email', 'primaryEmail')\n    if (primaryEmail) subtitlePieces.push(String(primaryEmail))\n  }\n  const summary = snippet(\n    (pickValue(entity, 'description') as string | undefined) ??\n      (customFields.summary as string | undefined) ??\n      (customFields.description as string | undefined) ??\n      (record.summary as string | undefined) ??\n      (record.description as string | undefined),\n  )\n  if (summary) subtitlePieces.push(summary)\n  if (!entity && (!title || title === fallbackEntityId)) {\n    logger.warn('Missing customer entity during company presenter build', {\n      component: 'search',\n      recordId: record.id ?? null,\n      entityId: fallbackEntityId,\n      recordKeys: Object.keys(record),\n    })\n  }\n  return {\n    title: String(title),\n    subtitle: subtitlePieces.length ? subtitlePieces.join(' \u00B7 ') : undefined,\n    icon: 'building',\n    badge: pickValue(entity, 'display_name', 'displayName')\n      ? translate('customers.search.badge.company', 'Company')\n      : undefined,\n  }\n}\n\nfunction logMissingPresenterTitle(\n  kind: 'person' | 'company',\n  record: Record<string, unknown>,\n  entity: Record<string, unknown> | null,\n  presenter: SearchResultPresenter,\n) {\n  const fallbackId = record.id ?? record.entity_id ?? resolveCustomerEntityId(record)\n  if (!fallbackId) return\n  if (presenter.title && presenter.title !== String(fallbackId)) return\n  logger.warn('Presenter fell back to record id', {\n    component: 'search',\n    kind,\n    recordId: fallbackId,\n    entityId: resolveCustomerEntityId(record),\n    hasEntityDisplayName: entity?.display_name != null,\n  })\n}\n\n// =============================================================================\n// Search Module Configuration\n// =============================================================================\n\nexport const searchConfig: SearchModuleConfig = {\n  entities: [\n    // =========================================================================\n    // Person Profile\n    // =========================================================================\n    {\n      entityId: 'customers:customer_person_profile',\n      enabled: true,\n      priority: 10,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const lines: string[] = []\n        const record = ctx.record\n        appendLine(lines, 'Preferred name', record.preferred_name ?? record.preferredName ?? ctx.customFields.preferred_name)\n        appendLine(lines, 'First name', record.first_name ?? record.firstName ?? ctx.customFields.first_name)\n        appendLine(lines, 'Last name', record.last_name ?? record.lastName ?? ctx.customFields.last_name)\n        appendLine(lines, 'Job title', record.job_title ?? record.jobTitle ?? ctx.customFields.job_title)\n        appendLine(lines, 'Department', record.department ?? record.department_name ?? record.departmentName ?? ctx.customFields.department)\n        appendLine(lines, 'Seniority', record.seniority ?? record.seniority_level ?? record.seniorityLevel ?? ctx.customFields.seniority)\n        appendLine(lines, 'Timezone', record.timezone ?? record.time_zone ?? record.timeZone ?? ctx.customFields.timezone)\n        appendLine(lines, 'LinkedIn', record.linked_in_url ?? record.linkedInUrl ?? ctx.customFields.linked_in_url)\n        appendLine(lines, 'Twitter', record.twitter_url ?? record.twitterUrl ?? ctx.customFields.twitter_url)\n\n        const { entity, entityId, profileCustomFields, entityCustomFields, entityOnlyCustomFields } =\n          await hydrateProfileContext(ctx, 'person')\n        appendCustomFieldLines(lines, profileCustomFields, 'Person custom')\n        if (Object.keys(entityOnlyCustomFields).length) {\n          appendCustomFieldLines(lines, entityOnlyCustomFields, 'Customer custom')\n        }\n        if (!entity) {\n          logger.warn('Failed to load customer entity for person profile', {\n            component: 'search',\n            recordId: record.id,\n            entityId,\n            recordKeys: Object.keys(record),\n          })\n        }\n        appendCustomerEntityLines(lines, entity, 'Customer')\n        ensureFallbackLines(lines, record)\n        if (!lines.length) return null\n\n        if (!entityId) {\n          logger.warn('Person profile missing entity id', {\n            component: 'search',\n            recordId: record.id,\n            recordKeys: Object.keys(record),\n          })\n        }\n\n        const presenter = resolvePersonPresenter(t, record, entity, ctx.customFields)\n        logMissingPresenterTitle('person', record, entity, presenter)\n        const presenterLabel = pickLabel(presenter.title) ?? t('customers.search.link.openPerson', 'Open person')\n        const links: SearchResultLink[] = []\n        if (entityId) {\n          const href = buildCustomerUrl('person', entityId)\n          if (href) {\n            links.push({ href, label: presenterLabel, kind: 'primary' })\n          }\n        }\n\n        return {\n          text: lines,\n          presenter,\n          links,\n          checksumSource: {\n            record: ctx.record,\n            customFields: profileCustomFields,\n            entity,\n            entityCustomFields,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolvePersonPresenter(t, ctx.record, entity, ctx.customFields)\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        const entityId = resolveCustomerEntityId(ctx.record)\n        return buildCustomerUrl('person', entityId)\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const entityId = resolveCustomerEntityId(ctx.record)\n        if (!entityId) return null\n        const href = buildCustomerUrl('person', entityId)\n        if (!href) return null\n        return [{ href: `${href}/edit`, label: t('customers.search.link.edit', 'Edit'), kind: 'secondary' }]\n      },\n\n      fieldPolicy: {\n        searchable: [\n          'preferred_name',\n          'first_name',\n          'last_name',\n          'job_title',\n          'department',\n          'seniority',\n          'timezone',\n          'linked_in_url',\n          'twitter_url',\n        ],\n        hashOnly: ['primary_email', 'primary_phone', 'personal_email'],\n        excluded: ['date_of_birth', 'government_id', 'ssn', 'tax_id'],\n      },\n      aclFeatures: ['customers.people.view'],\n    },\n\n    // =========================================================================\n    // Company Profile\n    // =========================================================================\n    {\n      entityId: 'customers:customer_company_profile',\n      enabled: true,\n      priority: 10,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const lines: string[] = []\n        const record = ctx.record\n        appendLine(lines, 'Legal name', record.legal_name ?? record.legalName ?? ctx.customFields.legal_name)\n        appendLine(lines, 'Brand name', record.brand_name ?? record.brandName ?? ctx.customFields.brand_name)\n        appendLine(lines, 'Domain', record.domain ?? record.website_domain ?? record.websiteDomain ?? ctx.customFields.domain)\n        appendLine(lines, 'Website', record.website_url ?? record.websiteUrl ?? ctx.customFields.website_url)\n        appendLine(lines, 'Industry', record.industry ?? ctx.customFields.industry)\n        appendLine(lines, 'Company size', record.size_bucket ?? record.sizeBucket ?? ctx.customFields.size_bucket)\n        appendLine(lines, 'Annual revenue', record.annual_revenue ?? record.annualRevenue ?? ctx.customFields.annual_revenue)\n\n        const { entity, entityId, profileCustomFields, entityCustomFields, entityOnlyCustomFields } =\n          await hydrateProfileContext(ctx, 'company')\n        appendCustomFieldLines(lines, profileCustomFields, 'Company custom')\n        if (Object.keys(entityOnlyCustomFields).length) {\n          appendCustomFieldLines(lines, entityOnlyCustomFields, 'Customer custom')\n        }\n        appendCustomerEntityLines(lines, entity, 'Primary')\n        ensureFallbackLines(lines, record)\n        if (!lines.length) return null\n\n        const presenter = resolveCompanyPresenter(t, record, entity, ctx.customFields)\n        logMissingPresenterTitle('company', record, entity, presenter)\n        const primaryLabel = pickLabel(presenter.title) ?? t('customers.search.link.openCompany', 'Open company')\n        const links: SearchResultLink[] = []\n        if (entityId) {\n          const href = buildCustomerUrl('company', entityId)\n          if (href) {\n            links.push({ href, label: primaryLabel, kind: 'primary' })\n          }\n        }\n\n        return {\n          text: lines,\n          presenter,\n          links,\n          checksumSource: {\n            record: ctx.record,\n            customFields: profileCustomFields,\n            entity,\n            entityCustomFields,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolveCompanyPresenter(t, ctx.record, entity, ctx.customFields)\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        const entityId = resolveCustomerEntityId(ctx.record)\n        return buildCustomerUrl('company', entityId)\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const entityId = resolveCustomerEntityId(ctx.record)\n        if (!entityId) return null\n        const href = buildCustomerUrl('company', entityId)\n        if (!href) return null\n        return [{ href: `${href}/edit`, label: t('customers.search.link.edit', 'Edit'), kind: 'secondary' }]\n      },\n\n      fieldPolicy: {\n        searchable: [\n          'legal_name',\n          'brand_name',\n          'display_name',\n          'domain',\n          'website_url',\n          'industry',\n          'size_bucket',\n          'description',\n        ],\n        hashOnly: ['tax_id', 'registration_number'],\n        excluded: ['bank_account', 'billing_info', 'credit_info'],\n      },\n      aclFeatures: ['customers.companies.view'],\n    },\n\n    // =========================================================================\n    // Customer Comment\n    // =========================================================================\n    {\n      entityId: 'customers:customer_comment',\n      enabled: true,\n      priority: 6,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const lines: string[] = []\n        if (parent?.display_name) lines.push(`Customer: ${parent.display_name}`)\n        lines.push(`Note: ${ctx.record.body ?? ''}`)\n        if (ctx.record.appearance_icon) lines.push(`Icon: ${ctx.record.appearance_icon}`)\n        if (ctx.record.appearance_color) lines.push(`Color: ${ctx.record.appearance_color}`)\n\n        const presenter: SearchResultPresenter | undefined = parent?.display_name\n          ? {\n              title: parent.display_name as string,\n              subtitle: snippet(ctx.record.body),\n              icon: parent.kind === 'person' ? 'user' : 'building',\n            }\n          : undefined\n\n        return {\n          text: lines,\n          presenter,\n          checksumSource: {\n            body: ctx.record.body,\n            entityId: ctx.record.entity_id ?? null,\n            updatedAt: ctx.record.updated_at ?? ctx.record.updatedAt ?? null,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const title = (parent?.display_name as string | undefined) ?? t('customers.search.fallback.customerNote', 'Customer note')\n        return {\n          title,\n          subtitle: snippet(ctx.record.body),\n          icon: 'sticky-note',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#notes` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const links: SearchResultLink[] = []\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const parentUrl = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        if (parentUrl) {\n          links.push({ href: parentUrl, label: (parent?.display_name as string | undefined) ?? t('customers.search.link.viewCustomer', 'View customer'), kind: 'primary' })\n        }\n        if (ctx.record.deal_id) {\n          const dealUrl = `/backend/customers/deals/${encodeURIComponent(ctx.record.deal_id as string)}`\n          links.push({ href: dealUrl, label: t('customers.search.link.openDeal', 'Open deal'), kind: 'secondary' })\n        }\n        return links.length ? links : null\n      },\n\n      fieldPolicy: {\n        searchable: ['body'],\n        hashOnly: [],\n        excluded: [],\n      },\n      aclFeatures: ['customers.activities.view'],\n    },\n\n    // =========================================================================\n    // Customer Deal\n    // =========================================================================\n    {\n      entityId: 'customers:customer_deal',\n      enabled: true,\n      priority: 8,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        const { t } = await resolveTranslations()\n        const lines: string[] = []\n        const record = ctx.record\n        appendLine(lines, 'Title', record.title)\n        appendLine(lines, 'Stage', record.pipeline_stage)\n        appendLine(lines, 'Status', record.status)\n        appendLine(lines, 'Source', record.source)\n        const value = formatDealValue(record)\n        if (value) appendLine(lines, 'Value', value)\n        if (!lines.length) return null\n\n        const subtitleParts: string[] = []\n        if (record.pipeline_stage) subtitleParts.push(String(record.pipeline_stage))\n        if (record.status) subtitleParts.push(String(record.status))\n        if (value) subtitleParts.push(value)\n\n        return {\n          text: lines,\n          presenter: {\n            title: String(record.title ?? t('customers.search.fallback.deal', 'Deal')),\n            subtitle: subtitleParts.join(' \u00B7 ') || undefined,\n            icon: 'briefcase',\n            badge: t('customers.search.badge.deal', 'Deal'),\n          },\n          checksumSource: {\n            title: record.title,\n            status: record.status,\n            stage: record.pipeline_stage,\n            value: value,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        const { t } = await resolveTranslations()\n        const { record } = ctx\n        const title = pickString(record.title as string, t('customers.search.fallback.deal', 'Deal'))\n        const subtitleParts: string[] = []\n        if (record.pipeline_stage) subtitleParts.push(String(record.pipeline_stage))\n        if (record.status) subtitleParts.push(String(record.status))\n        const amount = record.value_amount ?? record.valueAmount\n        const currency = record.value_currency ?? record.valueCurrency\n        if (amount) {\n          subtitleParts.push(currency ? `${amount} ${currency}` : String(amount))\n        }\n\n        return {\n          title: title ?? t('customers.search.fallback.deal', 'Deal'),\n          subtitle: subtitleParts.length ? subtitleParts.join(' \u00B7 ') : undefined,\n          icon: 'briefcase',\n          badge: t('customers.search.badge.deal', 'Deal'),\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        const id = ctx.record.id\n        if (!id) return null\n        return `/backend/customers/deals/${encodeURIComponent(String(id))}`\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const id = ctx.record.id\n        if (!id) return null\n        return [\n          {\n            href: `/backend/customers/deals/${encodeURIComponent(String(id))}/edit`,\n            label: t('customers.search.link.edit', 'Edit'),\n            kind: 'secondary',\n          },\n        ]\n      },\n\n      fieldPolicy: {\n        searchable: ['title', 'description', 'pipeline_stage', 'status', 'source'],\n        hashOnly: [],\n        excluded: ['value_amount', 'value_currency'],\n      },\n      aclFeatures: ['customers.deals.view'],\n    },\n\n    // =========================================================================\n    // Customer Activity\n    // =========================================================================\n    {\n      entityId: 'customers:customer_activity',\n      enabled: true,\n      priority: 5,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const lines: string[] = []\n        if (parent?.display_name) lines.push(`Customer: ${parent.display_name}`)\n        if (ctx.record.activity_type) lines.push(`Type: ${ctx.record.activity_type}`)\n        if (ctx.record.subject) lines.push(`Subject: ${ctx.record.subject}`)\n        if (ctx.record.body) lines.push(`Body: ${ctx.record.body}`)\n\n        const presenter: SearchResultPresenter = {\n          title: ctx.record.subject\n            ? String(ctx.record.subject)\n            : t('customers.search.fallback.activity', 'Activity: {{type}}', {\n                type: String(ctx.record.activity_type ?? t('customers.search.fallback.activityUpdate', 'update')),\n              }),\n          subtitle: (parent?.display_name as string | undefined) ?? snippet(ctx.record.body),\n          icon: 'bolt',\n        }\n\n        return {\n          text: lines,\n          presenter,\n          checksumSource: {\n            subject: ctx.record.subject,\n            body: ctx.record.body,\n            entityId: ctx.record.entity_id ?? null,\n            updatedAt: ctx.record.updated_at ?? ctx.record.updatedAt ?? null,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: ctx.record.subject\n            ? String(ctx.record.subject)\n            : t('customers.search.fallback.activity', 'Activity: {{type}}', {\n                type: String(ctx.record.activity_type ?? t('customers.search.fallback.activityUpdate', 'update')),\n              }),\n          subtitle: (parent?.display_name as string | undefined) ?? snippet(ctx.record.body),\n          icon: 'bolt',\n          badge: t('customers.search.badge.activity', 'Activity'),\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#activity-${ctx.record.id ?? ctx.record.activity_id ?? ''}` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const links: SearchResultLink[] = []\n        if (ctx.record.deal_id) {\n          links.push({\n            href: `/backend/customers/deals/${encodeURIComponent(ctx.record.deal_id as string)}`,\n            label: t('customers.search.link.openDeal', 'Open deal'),\n            kind: 'secondary',\n          })\n        }\n        return links.length ? links : null\n      },\n\n      fieldPolicy: {\n        searchable: ['subject', 'body', 'activity_type'],\n        hashOnly: [],\n        excluded: [],\n      },\n      aclFeatures: ['customers.activities.view'],\n    },\n\n    // =========================================================================\n    // Customer Todo Link\n    // =========================================================================\n    {\n      entityId: 'customers:customer_todo_link',\n      enabled: true,\n      priority: 4,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const todo = await getLinkedTodo(ctx) as Record<string, unknown> | null\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const lines: string[] = []\n        if (todo?.title) lines.push(`Todo: ${todo.title}`)\n        if (todo?.is_done !== undefined) lines.push(`Status: ${todo.is_done ? 'Done' : 'Open'}`)\n        if (parent?.display_name) lines.push(`Customer: ${parent.display_name}`)\n        if (!lines.length) return null\n\n        return {\n          text: lines,\n          presenter: todo?.title\n            ? { title: todo.title as string, subtitle: parent?.display_name as string | undefined, icon: 'check-square' }\n            : undefined,\n          checksumSource: {\n            todoId: ctx.record.todo_id ?? ctx.record.todoId,\n            todoSource: ctx.record.todo_source ?? ctx.record.todoSource,\n            entityId: ctx.record.entity_id ?? ctx.record.entityId,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const todo = await getLinkedTodo(ctx) as Record<string, unknown> | null\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: (todo?.title as string | undefined) ?? t('customers.search.fallback.customerTask', 'Customer task'),\n          subtitle: parent?.display_name as string | undefined,\n          icon: 'check-square',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#tasks` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const todoId = ctx.record.todo_id ?? ctx.record.todoId\n        if (!todoId) return null\n        return [{\n          href: `/backend/todos/${encodeURIComponent(todoId as string)}/edit`,\n          label: t('customers.search.link.openTodo', 'Open todo'),\n          kind: 'secondary',\n        }]\n      },\n\n      fieldPolicy: {\n        searchable: [],\n        hashOnly: [],\n        excluded: [],\n      },\n      aclFeatures: ['customers.activities.view'],\n    },\n  ],\n}\n\nexport default searchConfig\nexport const config = searchConfig\n"],
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+  "sourcesContent": ["import type { QueryCustomFieldSource, QueryEngine } from '@open-mercato/shared/lib/query/types'\nimport type {\n  SearchModuleConfig,\n  SearchBuildContext,\n  SearchResultPresenter,\n  SearchResultLink,\n  SearchIndexSource,\n} from '@open-mercato/shared/modules/search'\nimport type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport { CUSTOMER_INTERACTION_TASK_SOURCE, EXAMPLE_TODO_SOURCE } from './lib/interactionCompatibility'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\nimport { defaultEncryptionMaps } from './encryption'\nimport type { TenantDataEncryptionService } from '@open-mercato/shared/lib/encryption/tenantDataEncryptionService'\nimport { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'\n\nconst logger = createLogger('customers')\n\n// =============================================================================\n// Context Types\n// =============================================================================\n\ntype SearchContext = SearchBuildContext & {\n  tenantId: string\n  queryEngine?: QueryEngine\n}\n\nfunction assertTenantContext(ctx: SearchBuildContext): asserts ctx is SearchContext {\n  if (typeof ctx.tenantId !== 'string' || ctx.tenantId.length === 0) {\n    throw new Error('[search.customers] Missing tenantId in search build context')\n  }\n}\n\ntype CustomerProfileKind = 'person' | 'company'\n\ntype LoadedCustomerEntity = {\n  entity: Record<string, unknown> | null\n  customFields: Record<string, unknown>\n}\n\n// =============================================================================\n// Caching\n// =============================================================================\n\nconst entityIdCache = new Map<string, LoadedCustomerEntity | null>()\nconst profileEntityCache = new WeakMap<Record<string, unknown>, Partial<Record<CustomerProfileKind, LoadedCustomerEntity | null>>>()\nconst todoCache = new WeakMap<Record<string, unknown>, unknown>()\n\n// =============================================================================\n// Query Configuration\n// =============================================================================\n\nconst CUSTOMER_ENTITY_FIELDS = [\n  'id',\n  'kind',\n  'display_name',\n  'description',\n  'primary_email',\n  'primary_phone',\n  'status',\n  'lifecycle_stage',\n  'owner_user_id',\n  'source',\n  'next_interaction_at',\n  'next_interaction_name',\n  'next_interaction_ref_id',\n  'next_interaction_icon',\n  'next_interaction_color',\n  'organization_id',\n  'tenant_id',\n  'created_at',\n  'updated_at',\n  'deleted_at',\n] satisfies string[]\n\nconst CUSTOMER_CUSTOM_FIELD_SOURCES: QueryCustomFieldSource[] = [\n  {\n    entityId: 'customers:customer_person_profile',\n    table: 'customer_people',\n    alias: 'person_profile',\n    recordIdColumn: 'id',\n    join: { fromField: 'id', toField: 'entity_id' },\n  },\n  {\n    entityId: 'customers:customer_company_profile',\n    table: 'customer_companies',\n    alias: 'company_profile',\n    recordIdColumn: 'id',\n    join: { fromField: 'id', toField: 'entity_id' },\n  },\n]\n\n// =============================================================================\n// Helper Functions\n// =============================================================================\n\nfunction extractCustomFieldMap(source: Record<string, unknown> | null | undefined): Record<string, unknown> {\n  if (!source) return {}\n  const result: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(source)) {\n    if (value === undefined) continue\n    if (key.startsWith('cf:')) {\n      result[key.slice(3)] = value\n    } else if (key.startsWith('cf_')) {\n      result[key.slice(3)] = value\n    }\n  }\n  return result\n}\n\nfunction normalizeCustomerEntity(row: Record<string, unknown>): Record<string, unknown> {\n  const normalized: Record<string, unknown> = {\n    id: row.id ?? row.entity_id ?? row.entityId ?? null,\n    kind: row.kind ?? null,\n  }\n  const assign = (snake: string, camel?: string) => {\n    const value = row[snake] ?? 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String(opts.profileId).trim() : null\n  const shouldJoinProfileSource = Boolean(opts.profileKind && resolvedProfileId && !resolvedEntityId)\n  if (resolvedEntityId) {\n    filters.id = { $eq: resolvedEntityId }\n  }\n  if (shouldJoinProfileSource) {\n    const alias = opts.profileKind === 'person' ? 'person_profile' : 'company_profile'\n    filters[`${alias}.id`] = { $eq: resolvedProfileId }\n  }\n  if (!Object.keys(filters).length) return null\n  try {\n    const result = await ctx.queryEngine.query('customers:customer_entity', {\n      tenantId: ctx.tenantId,\n      organizationId: ctx.organizationId ?? undefined,\n      filters,\n      includeCustomFields: true,\n      ...(shouldJoinProfileSource ? { customFieldSources: CUSTOMER_CUSTOM_FIELD_SOURCES } : {}),\n      fields: CUSTOMER_ENTITY_FIELDS,\n      page: { page: 1, pageSize: 1 },\n    })\n    const row = result.items[0] as Record<string, unknown> | undefined\n    if (!row) return null\n    const entity = normalizeCustomerEntity(row)\n    const customFields = extractCustomFieldMap(row)\n    return { entity, customFields }\n  } catch (error) {\n    logger.warn('Failed to load customer entity via QueryEngine', {\n      component: 'search',\n      entityId: resolvedEntityId ?? null,\n      profileKind: opts.profileKind ?? null,\n      profileId: resolvedProfileId ?? null,\n      err: error,\n    })\n    return null\n  }\n}\n\nasync function loadCustomerEntityForProfile(ctx: SearchContext, kind: CustomerProfileKind): Promise<LoadedCustomerEntity | null> {\n  const cache = getProfileCache(ctx.record)\n  if (cache[kind] !== undefined) return cache[kind] ?? null\n  const entityIdHint = resolveCustomerEntityId(ctx.record)\n  const profileIdRaw = ctx.record.id ?? null\n  const profileId = profileIdRaw != null ? String(profileIdRaw) : null\n  if (!entityIdHint && !profileId) {\n    cache[kind] = null\n    return null\n  }\n  const loaded = await loadCustomerEntityBundle(ctx, {\n    entityId: entityIdHint,\n    profileKind: kind,\n    profileId,\n  })\n  cache[kind] = loaded ?? null\n  const resolvedId = loaded?.entity?.id ?? entityIdHint\n  if (resolvedId && typeof resolvedId === 'string') {\n    ctx.record.entity_id ??= resolvedId\n    ctx.record.entityId ??= resolvedId\n    entityIdCache.set(resolvedId, loaded ?? null)\n  }\n  if (loaded?.entity) {\n    if (!ctx.record.entity) ctx.record.entity = loaded.entity\n    if (!ctx.record.customer_entity) ctx.record.customer_entity = loaded.entity\n  }\n  return loaded ?? null\n}\n\nasync function loadCustomerEntityById(ctx: SearchContext, entityId: string | null | undefined): Promise<LoadedCustomerEntity | null> {\n  const resolvedId = typeof entityId === 'string' && entityId.length ? entityId : null\n  if (!resolvedId) return null\n  if (entityIdCache.has(resolvedId)) {\n    return entityIdCache.get(resolvedId) ?? null\n  }\n  const loaded = await loadCustomerEntityBundle(ctx, { entityId: resolvedId })\n  entityIdCache.set(resolvedId, loaded ?? null)\n  return loaded ?? null\n}\n\nasync function getCustomerEntity(ctx: SearchContext, entityId?: string | null): Promise<Record<string, unknown> | null> {\n  const profileCache = profileEntityCache.get(ctx.record)\n  if (profileCache) {\n    const cached = Object.values(profileCache).find((entry) => {\n      if (!entry?.entity) return false\n      if (!entityId) return true\n      return entry.entity.id === entityId\n    })\n    if (cached?.entity) return cached.entity\n  }\n  const inline = getInlineCustomerEntity(ctx.record)\n  if (inline && (!entityId || inline.id === entityId)) {\n    if (inline.id && typeof inline.id === 'string') {\n      entityIdCache.set(inline.id, { entity: inline, customFields: {} })\n    }\n    return inline\n  }\n  const resolvedId = entityId ?? resolveCustomerEntityId(ctx.record)\n  const loaded = await loadCustomerEntityById(ctx, resolvedId)\n  return loaded?.entity ?? null\n}\n\ntype HydratedProfileContext = {\n  entity: Record<string, unknown> | null\n  entityId: string | null\n  profileCustomFields: Record<string, unknown>\n  entityCustomFields: Record<string, unknown>\n  entityOnlyCustomFields: Record<string, unknown>\n}\n\nasync function hydrateProfileContext(ctx: SearchContext, kind: CustomerProfileKind): Promise<HydratedProfileContext> {\n  const profileCustomFields = ctx.customFields ?? {}\n  const loaded = await loadCustomerEntityForProfile(ctx, kind)\n  let entity = loaded?.entity ?? getInlineCustomerEntity(ctx.record)\n  let entityCustomFields = loaded?.customFields ?? {}\n  let entityId = (entity?.id as string | undefined) ?? resolveCustomerEntityId(ctx.record)\n  if (!entity && entityId) {\n    const fetched = await loadCustomerEntityById(ctx, entityId)\n    entity = fetched?.entity ?? null\n    if (fetched?.customFields) {\n      entityCustomFields = Object.keys(entityCustomFields).length ? entityCustomFields : fetched.customFields\n    }\n  }\n  if (!entity && !entityId) {\n    entityId = resolveCustomerEntityId(ctx.record)\n  }\n  if (entity?.id && typeof entity.id === 'string') {\n    entityId = entity.id\n    ctx.record.entity_id ??= entity.id\n    ctx.record.entityId ??= entity.id\n    if (!ctx.record.entity) ctx.record.entity = entity\n    if (!ctx.record.customer_entity) ctx.record.customer_entity = entity\n  }\n  const entityOnlyCustomFields = subtractCustomFields(profileCustomFields, entityCustomFields)\n  return {\n    entity: entity ?? null,\n    entityId: entityId ?? null,\n    profileCustomFields,\n    entityCustomFields,\n    entityOnlyCustomFields,\n  }\n}\n\nasync function loadRecord(ctx: SearchContext, entityId: string, recordId?: string | null) {\n  if (!recordId || !ctx.queryEngine) return null\n  const res = await ctx.queryEngine.query(entityId, {\n    tenantId: ctx.tenantId,\n    organizationId: ctx.organizationId ?? undefined,\n    filters: { id: recordId },\n    includeCustomFields: true,\n    page: { page: 1, pageSize: 1 },\n  })\n  return res.items[0] as Record<string, unknown> | undefined\n}\n\nfunction resolveCustomerEntityId(record: Record<string, unknown>): string | null {\n  const direct =\n    record.customer_entity_id ??\n    record.entityId ??\n    record.entity_id ??\n    record.customerEntityId ??\n    record.customerEntityID ??\n    (typeof record.entity === 'object' && record.entity ? (record.entity as Record<string, unknown>).id : undefined) ??\n    (typeof record.customer_entity === 'object' && record.customer_entity ? (record.customer_entity as Record<string, unknown>).id : undefined)\n  const value = typeof direct === 'string' && direct.length ? direct : null\n  return value\n}\n\nfunction getInlineCustomerEntity(record: Record<string, unknown>): Record<string, unknown> | null {\n  const inline =\n    (typeof record.entity === 'object' && record.entity) ||\n    (typeof record.customer_entity === 'object' && record.customer_entity) ||\n    null\n  return inline as Record<string, unknown> | null\n}\n\nasync function getLinkedTodo(ctx: SearchContext) {\n  if (todoCache.has(ctx.record)) {\n    return todoCache.get(ctx.record)\n  }\n  const sourceRaw = typeof ctx.record.todo_source === 'string' ? ctx.record.todo_source : EXAMPLE_TODO_SOURCE\n  const [moduleId, entityName] = sourceRaw.split(':')\n  const entityId = moduleId && entityName ? `${moduleId}:${entityName}` : CUSTOMER_INTERACTION_TASK_SOURCE\n  const todo = await loadRecord(ctx, entityId, ctx.record.todo_id as string ?? ctx.record.todoId as string)\n  todoCache.set(ctx.record, todo ?? null)\n  return todo ?? null\n}\n\n// =============================================================================\n// URL and Formatting Helpers\n// =============================================================================\n\nfunction buildCustomerUrl(kind: string | null | undefined, id?: string | null): string | null {\n  if (!id) return null\n  const encoded = encodeURIComponent(id)\n  if (kind === 'person') return `/backend/customers/people-v2/${encoded}`\n  if (kind === 'company') return `/backend/customers/companies-v2/${encoded}`\n  return `/backend/customers/companies-v2/${encoded}`\n}\n\nfunction formatDealValue(record: Record<string, unknown>): string | undefined {\n  const amount = record.value_amount ?? record.valueAmount\n  if (!amount) return undefined\n  const currency = record.value_currency ?? record.valueCurrency ?? ''\n  return currency ? `${amount} ${currency}` : String(amount)\n}\n\nfunction snippet(text: unknown, max = 140): string | undefined {\n  if (typeof text !== 'string') return undefined\n  const trimmed = text.trim()\n  if (!trimmed.length) return undefined\n  if (trimmed.length <= max) return trimmed\n  return `${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 = Array.isArray(value)\n    ? value.map((item) => (item === null || item === undefined ? '' : String(item))).filter(Boolean).join(', ')\n    : (typeof value === 'object' ? JSON.stringify(value) : String(value))\n  if (!text.trim()) return\n  lines.push(`${label}: ${text}`)\n}\n\nfunction friendlyLabel(input: string): string {\n  return input\n    .replace(/^cf:/, '')\n    .replace(/_/g, ' ')\n    .replace(/([a-z])([A-Z])/g, (_, a, b) => `${a} ${b}`)\n    .replace(/\\b\\w/g, (char) => char.toUpperCase())\n}\n\nfunction appendCustomFieldLines(lines: string[], customFields: Record<string, unknown>, prefix: string) {\n  for (const [key, value] of Object.entries(customFields)) {\n    if (value === null || value === undefined) continue\n    const label = prefix ? `${prefix} ${friendlyLabel(key)}` : friendlyLabel(key)\n    appendLine(lines, label, value)\n  }\n}\n\nfunction normalizeSearchFieldKey(key: string): string {\n  return key.replace(/^cf[:_]/, '').replace(/([a-z0-9])([A-Z])/g, '$1_$2').toLowerCase()\n}\n\nasync function resolveProfileEncryptedFields(ctx: SearchContext, kind: CustomerProfileKind, entity: Record<string, unknown> | null): Promise<string[]> {\n  if (!isTenantDataEncryptionEnabled()) {\n    throw new Error('[internal] Customer vector indexing requires available encryption declarations')\n  }\n  const container = ctx.container as { resolve?: (name: string) => unknown } | undefined\n  if (typeof container?.resolve !== 'function') {\n    throw new Error('[internal] Customer search encryption policy container is unavailable')\n  }\n  const service = container.resolve('tenantEncryptionService') as Pick<TenantDataEncryptionService, 'getEncryptedFieldNames'> | undefined\n  if (typeof service?.getEncryptedFieldNames !== 'function') {\n    throw new Error('[internal] Customer search encryption policy service is unavailable')\n  }\n  const organizationIds = new Set([ctx.organizationId])\n  for (const record of [ctx.record, entity]) {\n    const organizationId = record?.organization_id ?? record?.organizationId\n    if (typeof organizationId === 'string' && organizationId) organizationIds.add(organizationId)\n  }\n  const fields = await Promise.all(Array.from(organizationIds).flatMap((organizationId) => [\n    `customers:customer_${kind}_profile`,\n    'customers:customer_entity',\n  ].map((entityId) => service.getEncryptedFieldNames(entityId, ctx.tenantId, organizationId, { ignoreRuntimeHealth: true }))))\n  return fields.flat()\n}\n\nfunction selectProfileSearchFields(\n  source: Record<string, unknown> | null,\n  kind: CustomerProfileKind,\n  options: { forEmbedding?: boolean; customerEntity?: boolean; encryptedFields?: string[] } = {},\n): Record<string, unknown> {\n  const entityId = `customers:customer_${kind}_profile`\n  const policy = searchConfig.entities.find((entry) => entry.entityId === entityId)?.fieldPolicy\n  const allowed = new Set((options.customerEntity\n    ? ['display_name', 'description', 'status', 'lifecycle_stage']\n    : policy?.searchable ?? []).map(normalizeSearchFieldKey))\n  const excluded = new Set([...(policy?.hashOnly ?? []), ...(policy?.excluded ?? [])].map(normalizeSearchFieldKey))\n  if (options.forEmbedding) {\n    for (const field of options.encryptedFields ?? []) excluded.add(normalizeSearchFieldKey(field))\n    for (const map of defaultEncryptionMaps) {\n      if (map.entityId !== entityId && map.entityId !== 'customers:customer_entity') continue\n      for (const entry of map.fields) excluded.add(normalizeSearchFieldKey(entry.field))\n    }\n  }\n  const fields: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(source ?? {})) {\n    if (value !== null && typeof value === 'object') continue\n    const field = normalizeSearchFieldKey(key)\n    if (allowed.has(field) && !excluded.has(field)) fields[field] = value\n  }\n  return fields\n}\n\nfunction pickValue(source: Record<string, unknown> | null | undefined, ...keys: string[]): unknown {\n  if (!source) return undefined\n  for (const key of keys) {\n    if (key in source && source[key] != null) return source[key]\n  }\n  return undefined\n}\n\nfunction pickString(...candidates: unknown[]): string | null {\n  for (const candidate of candidates) {\n    if (typeof candidate === 'string' && candidate.trim().length) {\n      return candidate.trim()\n    }\n  }\n  return null\n}\n\nfunction pickLabel(...candidates: Array<unknown>): string | null {\n  for (const candidate of candidates) {\n    if (candidate === null || candidate === undefined) continue\n    const value = typeof candidate === 'string' ? candidate : String(candidate)\n    const trimmed = value.trim()\n    if (trimmed.length) return trimmed\n  }\n  return null\n}\n\nfunction appendCustomerEntityLines(\n  lines: string[],\n  entity: Record<string, unknown> | null,\n) {\n  if (!entity) return\n  appendLine(lines, 'Lifecycle stage', pickValue(entity, 'lifecycle_stage', 'lifecycleStage'))\n  appendLine(lines, 'Status', pickValue(entity, 'status'))\n}\n\nfunction ensureFallbackLines(lines: string[], record: Record<string, unknown>, options: { includeId?: boolean } = {}) {\n  if (lines.length) return\n  const excluded = new Set(['tenant_id', 'organization_id', 'created_at', 'updated_at', 'deleted_at'])\n  for (const [key, value] of Object.entries(record)) {\n    if (value === null || value === undefined) continue\n    if (excluded.has(key)) continue\n    if (key === 'id') continue\n    appendLine(lines, friendlyLabel(key), value)\n  }\n  if (!lines.length && options.includeId !== false) {\n    const fallbackId =\n      record.id ??\n      record.entity_id ??\n      record.customer_entity_id ??\n      record.entityId ??\n      record.customerEntityId ??\n      null\n    if (fallbackId) {\n      appendLine(lines, 'Record ID', fallbackId)\n    }\n  }\n}\n\n// =============================================================================\n// Presenter Functions\n// =============================================================================\n\nfunction resolvePersonPresenter(\n  translate: TranslateFn,\n  record: Record<string, unknown>,\n  entity: Record<string, unknown> | null,\n  customFields: Record<string, unknown>,\n): SearchResultPresenter {\n  const fallbackEntityId = resolveCustomerEntityId(record)\n  record = { id: record.id, ...selectProfileSearchFields(record, 'person') }\n  entity = entity ? { id: entity.id, ...selectProfileSearchFields(entity, 'person', { customerEntity: true }) } : null\n  customFields = selectProfileSearchFields(customFields, 'person')\n  const firstName = record.first_name ?? record.firstName ?? customFields.first_name ?? customFields.firstName ?? ''\n  const lastName = record.last_name ?? record.lastName ?? customFields.last_name ?? customFields.lastName ?? ''\n  const nameParts = [firstName, lastName].filter(Boolean).join(' ')\n  const title =\n    (pickValue(entity, 'display_name', 'displayName') as string | undefined) ??\n    (record.preferred_name as string | undefined) ??\n    (record.preferredName as string | undefined) ??\n    (nameParts.length ? nameParts : undefined) ??\n    fallbackEntityId ??\n    (record.id as string | undefined) ??\n    translate('customers.search.fallback.person', 'Person')\n  const subtitlePieces: string[] = []\n  const jobTitle = record.job_title ?? record.jobTitle ?? customFields.job_title ?? customFields.jobTitle\n  if (jobTitle) subtitlePieces.push(String(jobTitle))\n  const department = record.department ?? customFields.department\n  if (department) subtitlePieces.push(String(department))\n  const summary = snippet(\n    (pickValue(entity, 'description') as string | undefined) ??\n      (customFields.summary as string | undefined) ??\n      (customFields.description as string | undefined),\n  )\n  if (summary) subtitlePieces.push(summary)\n  return {\n    title: String(title),\n    subtitle: subtitlePieces.length ? subtitlePieces.join(' \u00B7 ') : undefined,\n    icon: 'user',\n    badge: pickValue(entity, 'display_name', 'displayName')\n      ? translate('customers.search.badge.person', 'Person')\n      : undefined,\n  }\n}\n\nfunction resolveCompanyPresenter(\n  translate: TranslateFn,\n  record: Record<string, unknown>,\n  entity: Record<string, unknown> | null,\n  customFields: Record<string, unknown>,\n): SearchResultPresenter {\n  const fallbackEntityId = resolveCustomerEntityId(record)\n  record = { id: record.id, ...selectProfileSearchFields(record, 'company') }\n  entity = entity ? { id: entity.id, ...selectProfileSearchFields(entity, 'company', { customerEntity: true }) } : null\n  customFields = selectProfileSearchFields(customFields, 'company')\n  const title =\n    (pickValue(entity, 'display_name', 'displayName') as string | undefined) ??\n    (customFields.display_name as string | undefined) ??\n    (customFields.displayName as string | undefined) ??\n    (record.brand_name as string | undefined) ??\n    (record.legal_name as string | undefined) ??\n    (record.domain as string | undefined) ??\n    (record.brandName as string | undefined) ??\n    (record.legalName as string | undefined) ??\n    (entity?.id && entity?.display_name ? entity.display_name as string : undefined) ??\n    fallbackEntityId ??\n    (record.id as string | undefined) ??\n    translate('customers.search.fallback.company', 'Company')\n  const subtitlePieces: string[] = []\n  const industry = record.industry\n  if (industry) subtitlePieces.push(String(industry))\n  const sizeBucket = record.size_bucket ?? record.sizeBucket\n  if (sizeBucket) subtitlePieces.push(String(sizeBucket))\n  const summary = snippet(\n    (pickValue(entity, 'description') as string | undefined) ??\n      (customFields.summary as string | undefined) ??\n      (customFields.description as string | undefined) ??\n      (record.summary as string | undefined) ??\n      (record.description as string | undefined),\n  )\n  if (summary) subtitlePieces.push(summary)\n  if (!entity && (!title || title === fallbackEntityId)) {\n    logger.warn('Missing customer entity during company presenter build', {\n      component: 'search',\n      recordId: record.id ?? null,\n      entityId: fallbackEntityId,\n      recordKeys: Object.keys(record),\n    })\n  }\n  return {\n    title: String(title),\n    subtitle: subtitlePieces.length ? subtitlePieces.join(' \u00B7 ') : undefined,\n    icon: 'building',\n    badge: pickValue(entity, 'display_name', 'displayName')\n      ? translate('customers.search.badge.company', 'Company')\n      : undefined,\n  }\n}\n\nfunction logMissingPresenterTitle(\n  kind: 'person' | 'company',\n  record: Record<string, unknown>,\n  entity: Record<string, unknown> | null,\n  presenter: SearchResultPresenter,\n) {\n  const fallbackId = record.id ?? record.entity_id ?? resolveCustomerEntityId(record)\n  if (!fallbackId) return\n  if (presenter.title && presenter.title !== String(fallbackId)) return\n  logger.warn('Presenter fell back to record id', {\n    component: 'search',\n    kind,\n    recordId: fallbackId,\n    entityId: resolveCustomerEntityId(record),\n    hasEntityDisplayName: entity?.display_name != null,\n  })\n}\n\n// =============================================================================\n// Search Module Configuration\n// =============================================================================\n\nexport const searchConfig: SearchModuleConfig = {\n  entities: [\n    // =========================================================================\n    // Person Profile\n    // =========================================================================\n    {\n      entityId: 'customers:customer_person_profile',\n      enabled: true,\n      priority: 10,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const lines: string[] = []\n        const record = ctx.record\n\n        const { entity, entityId, profileCustomFields, entityOnlyCustomFields } =\n          await hydrateProfileContext(ctx, 'person')\n        const embeddingOptions = { forEmbedding: true, encryptedFields: await resolveProfileEncryptedFields(ctx, 'person', entity) }\n        appendCustomFieldLines(lines, selectProfileSearchFields(record, 'person', embeddingOptions), '')\n        appendCustomFieldLines(lines, selectProfileSearchFields(profileCustomFields, 'person', embeddingOptions), 'Person custom')\n        if (Object.keys(entityOnlyCustomFields).length) {\n          appendCustomFieldLines(lines, selectProfileSearchFields(entityOnlyCustomFields, 'person', embeddingOptions), 'Customer custom')\n        }\n        if (!entity) {\n          logger.warn('Failed to load customer entity for person profile', {\n            component: 'search',\n            recordId: record.id,\n            entityId,\n            recordKeys: Object.keys(record),\n          })\n        }\n        appendCustomerEntityLines(lines, selectProfileSearchFields(entity, 'person', { ...embeddingOptions, customerEntity: true }))\n        ensureFallbackLines(lines, { id: record.id ?? entityId ?? 'customers:customer_person_profile' })\n        if (!lines.length) return null\n\n        if (!entityId) {\n          logger.warn('Person profile missing entity id', {\n            component: 'search',\n            recordId: record.id,\n            recordKeys: Object.keys(record),\n          })\n        }\n\n        const presenter = resolvePersonPresenter(t, record, entity, ctx.customFields)\n        logMissingPresenterTitle('person', record, entity, presenter)\n        const presenterLabel = pickLabel(presenter.title) ?? t('customers.search.link.openPerson', 'Open person')\n        const links: SearchResultLink[] = []\n        if (entityId) {\n          const href = buildCustomerUrl('person', entityId)\n          if (href) {\n            links.push({ href, label: presenterLabel, kind: 'primary' })\n          }\n        }\n\n        return {\n          text: lines,\n          presenter,\n          links,\n          checksumSource: { text: lines, presenter, links },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolvePersonPresenter(t, ctx.record, entity, ctx.customFields)\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        const entityId = resolveCustomerEntityId(ctx.record)\n        return buildCustomerUrl('person', entityId)\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const entityId = resolveCustomerEntityId(ctx.record)\n        if (!entityId) return null\n        const href = buildCustomerUrl('person', entityId)\n        if (!href) return null\n        return [{ href: `${href}/edit`, label: t('customers.search.link.edit', 'Edit'), kind: 'secondary' }]\n      },\n\n      fieldPolicy: {\n        searchable: [\n          'preferred_name',\n          'first_name',\n          'last_name',\n          'job_title',\n          'department',\n          'seniority',\n          'timezone',\n          'linked_in_url',\n          'twitter_url',\n        ],\n        hashOnly: ['primary_email', 'primary_phone', 'personal_email'],\n        excluded: ['date_of_birth', 'government_id', 'ssn', 'tax_id'],\n      },\n      aclFeatures: ['customers.people.view'],\n    },\n\n    // =========================================================================\n    // Company Profile\n    // =========================================================================\n    {\n      entityId: 'customers:customer_company_profile',\n      enabled: true,\n      priority: 10,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const lines: string[] = []\n        const record = ctx.record\n\n        const { entity, entityId, profileCustomFields, entityOnlyCustomFields } =\n          await hydrateProfileContext(ctx, 'company')\n        const embeddingOptions = { forEmbedding: true, encryptedFields: await resolveProfileEncryptedFields(ctx, 'company', entity) }\n        appendCustomFieldLines(lines, selectProfileSearchFields(record, 'company', embeddingOptions), '')\n        appendCustomFieldLines(lines, selectProfileSearchFields(profileCustomFields, 'company', embeddingOptions), 'Company custom')\n        if (Object.keys(entityOnlyCustomFields).length) {\n          appendCustomFieldLines(lines, selectProfileSearchFields(entityOnlyCustomFields, 'company', embeddingOptions), 'Customer custom')\n        }\n        appendCustomerEntityLines(lines, selectProfileSearchFields(entity, 'company', { ...embeddingOptions, customerEntity: true }))\n        ensureFallbackLines(lines, { id: record.id ?? entityId ?? 'customers:customer_company_profile' })\n        if (!lines.length) return null\n\n        const presenter = resolveCompanyPresenter(t, record, entity, ctx.customFields)\n        logMissingPresenterTitle('company', record, entity, presenter)\n        const primaryLabel = pickLabel(presenter.title) ?? t('customers.search.link.openCompany', 'Open company')\n        const links: SearchResultLink[] = []\n        if (entityId) {\n          const href = buildCustomerUrl('company', entityId)\n          if (href) {\n            links.push({ href, label: primaryLabel, kind: 'primary' })\n          }\n        }\n\n        return {\n          text: lines,\n          presenter,\n          links,\n          checksumSource: { text: lines, presenter, links },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolveCompanyPresenter(t, ctx.record, entity, ctx.customFields)\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        const entityId = resolveCustomerEntityId(ctx.record)\n        return buildCustomerUrl('company', entityId)\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const entityId = resolveCustomerEntityId(ctx.record)\n        if (!entityId) return null\n        const href = buildCustomerUrl('company', entityId)\n        if (!href) return null\n        return [{ href: `${href}/edit`, label: t('customers.search.link.edit', 'Edit'), kind: 'secondary' }]\n      },\n\n      fieldPolicy: {\n        searchable: [\n          'legal_name',\n          'brand_name',\n          'display_name',\n          'domain',\n          'website_url',\n          'industry',\n          'size_bucket',\n          'description',\n        ],\n        hashOnly: ['tax_id', 'registration_number'],\n        excluded: ['bank_account', 'billing_info', 'credit_info'],\n      },\n      aclFeatures: ['customers.companies.view'],\n    },\n\n    // =========================================================================\n    // Customer Comment\n    // =========================================================================\n    {\n      entityId: 'customers:customer_comment',\n      enabled: true,\n      priority: 6,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const lines: string[] = []\n        if (parent?.display_name) lines.push(`Customer: ${parent.display_name}`)\n        lines.push(`Note: ${ctx.record.body ?? ''}`)\n        if (ctx.record.appearance_icon) lines.push(`Icon: ${ctx.record.appearance_icon}`)\n        if (ctx.record.appearance_color) lines.push(`Color: ${ctx.record.appearance_color}`)\n\n        const presenter: SearchResultPresenter | undefined = parent?.display_name\n          ? {\n              title: parent.display_name as string,\n              subtitle: snippet(ctx.record.body),\n              icon: parent.kind === 'person' ? 'user' : 'building',\n            }\n          : undefined\n\n        return {\n          text: lines,\n          presenter,\n          checksumSource: {\n            body: ctx.record.body,\n            entityId: ctx.record.entity_id ?? null,\n            updatedAt: ctx.record.updated_at ?? ctx.record.updatedAt ?? null,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const title = (parent?.display_name as string | undefined) ?? t('customers.search.fallback.customerNote', 'Customer note')\n        return {\n          title,\n          subtitle: snippet(ctx.record.body),\n          icon: 'sticky-note',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#notes` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const links: SearchResultLink[] = []\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const parentUrl = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        if (parentUrl) {\n          links.push({ href: parentUrl, label: (parent?.display_name as string | undefined) ?? t('customers.search.link.viewCustomer', 'View customer'), kind: 'primary' })\n        }\n        if (ctx.record.deal_id) {\n          const dealUrl = `/backend/customers/deals/${encodeURIComponent(ctx.record.deal_id as string)}`\n          links.push({ href: dealUrl, label: t('customers.search.link.openDeal', 'Open deal'), kind: 'secondary' })\n        }\n        return links.length ? links : null\n      },\n\n      fieldPolicy: {\n        searchable: ['body'],\n        hashOnly: [],\n        excluded: [],\n      },\n      aclFeatures: ['customers.activities.view'],\n    },\n\n    // =========================================================================\n    // Customer Deal\n    // =========================================================================\n    {\n      entityId: 'customers:customer_deal',\n      enabled: true,\n      priority: 8,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        const { t } = await resolveTranslations()\n        const lines: string[] = []\n        const record = ctx.record\n        appendLine(lines, 'Title', record.title)\n        appendLine(lines, 'Stage', record.pipeline_stage)\n        appendLine(lines, 'Status', record.status)\n        appendLine(lines, 'Source', record.source)\n        const value = formatDealValue(record)\n        if (value) appendLine(lines, 'Value', value)\n        if (!lines.length) return null\n\n        const subtitleParts: string[] = []\n        if (record.pipeline_stage) subtitleParts.push(String(record.pipeline_stage))\n        if (record.status) subtitleParts.push(String(record.status))\n        if (value) subtitleParts.push(value)\n\n        return {\n          text: lines,\n          presenter: {\n            title: String(record.title ?? t('customers.search.fallback.deal', 'Deal')),\n            subtitle: subtitleParts.join(' \u00B7 ') || undefined,\n            icon: 'briefcase',\n            badge: t('customers.search.badge.deal', 'Deal'),\n          },\n          checksumSource: {\n            title: record.title,\n            status: record.status,\n            stage: record.pipeline_stage,\n            value: value,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        const { t } = await resolveTranslations()\n        const { record } = ctx\n        const title = pickString(record.title as string, t('customers.search.fallback.deal', 'Deal'))\n        const subtitleParts: string[] = []\n        if (record.pipeline_stage) subtitleParts.push(String(record.pipeline_stage))\n        if (record.status) subtitleParts.push(String(record.status))\n        const amount = record.value_amount ?? record.valueAmount\n        const currency = record.value_currency ?? record.valueCurrency\n        if (amount) {\n          subtitleParts.push(currency ? `${amount} ${currency}` : String(amount))\n        }\n\n        return {\n          title: title ?? t('customers.search.fallback.deal', 'Deal'),\n          subtitle: subtitleParts.length ? subtitleParts.join(' \u00B7 ') : undefined,\n          icon: 'briefcase',\n          badge: t('customers.search.badge.deal', 'Deal'),\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        const id = ctx.record.id\n        if (!id) return null\n        return `/backend/customers/deals/${encodeURIComponent(String(id))}`\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const id = ctx.record.id\n        if (!id) return null\n        return [\n          {\n            href: `/backend/customers/deals/${encodeURIComponent(String(id))}/edit`,\n            label: t('customers.search.link.edit', 'Edit'),\n            kind: 'secondary',\n          },\n        ]\n      },\n\n      fieldPolicy: {\n        searchable: ['title', 'description', 'pipeline_stage', 'status', 'source'],\n        hashOnly: [],\n        excluded: ['value_amount', 'value_currency'],\n      },\n      aclFeatures: ['customers.deals.view'],\n    },\n\n    // =========================================================================\n    // Customer Activity\n    // =========================================================================\n    {\n      entityId: 'customers:customer_activity',\n      enabled: true,\n      priority: 5,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? 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String(ctx.record.subject)\n            : t('customers.search.fallback.activity', 'Activity: {{type}}', {\n                type: String(ctx.record.activity_type ?? t('customers.search.fallback.activityUpdate', 'update')),\n              }),\n          subtitle: (parent?.display_name as string | undefined) ?? snippet(ctx.record.body),\n          icon: 'bolt',\n        }\n\n        return {\n          text: lines,\n          presenter,\n          checksumSource: {\n            subject: ctx.record.subject,\n            body: ctx.record.body,\n            entityId: ctx.record.entity_id ?? null,\n            updatedAt: ctx.record.updated_at ?? ctx.record.updatedAt ?? null,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: ctx.record.subject\n            ? String(ctx.record.subject)\n            : t('customers.search.fallback.activity', 'Activity: {{type}}', {\n                type: String(ctx.record.activity_type ?? t('customers.search.fallback.activityUpdate', 'update')),\n              }),\n          subtitle: (parent?.display_name as string | undefined) ?? snippet(ctx.record.body),\n          icon: 'bolt',\n          badge: t('customers.search.badge.activity', 'Activity'),\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#activity-${ctx.record.id ?? ctx.record.activity_id ?? ''}` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const links: SearchResultLink[] = []\n        if (ctx.record.deal_id) {\n          links.push({\n            href: `/backend/customers/deals/${encodeURIComponent(ctx.record.deal_id as string)}`,\n            label: t('customers.search.link.openDeal', 'Open deal'),\n            kind: 'secondary',\n          })\n        }\n        return links.length ? links : null\n      },\n\n      fieldPolicy: {\n        searchable: ['subject', 'body', 'activity_type'],\n        hashOnly: [],\n        excluded: [],\n      },\n      aclFeatures: ['customers.activities.view'],\n    },\n\n    // =========================================================================\n    // Customer Todo Link\n    // =========================================================================\n    {\n      entityId: 'customers:customer_todo_link',\n      enabled: true,\n      priority: 4,\n\n      buildSource: async (ctx: SearchBuildContext): Promise<SearchIndexSource | null> => {\n        assertTenantContext(ctx)\n        const todo = await getLinkedTodo(ctx) as Record<string, unknown> | null\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const lines: string[] = []\n        if (todo?.title) lines.push(`Todo: ${todo.title}`)\n        if (todo?.is_done !== undefined) lines.push(`Status: ${todo.is_done ? 'Done' : 'Open'}`)\n        if (parent?.display_name) lines.push(`Customer: ${parent.display_name}`)\n        if (!lines.length) return null\n\n        return {\n          text: lines,\n          presenter: todo?.title\n            ? { title: todo.title as string, subtitle: parent?.display_name as string | undefined, icon: 'check-square' }\n            : undefined,\n          checksumSource: {\n            todoId: ctx.record.todo_id ?? ctx.record.todoId,\n            todoSource: ctx.record.todo_source ?? ctx.record.todoSource,\n            entityId: ctx.record.entity_id ?? ctx.record.entityId,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const { t } = await resolveTranslations()\n        const todo = await getLinkedTodo(ctx) as Record<string, unknown> | null\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: (todo?.title as string | undefined) ?? t('customers.search.fallback.customerTask', 'Customer task'),\n          subtitle: parent?.display_name as string | undefined,\n          icon: 'check-square',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#tasks` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const { t } = await resolveTranslations()\n        const todoId = ctx.record.todo_id ?? ctx.record.todoId\n        if (!todoId) return null\n        return [{\n          href: `/backend/todos/${encodeURIComponent(todoId as string)}/edit`,\n          label: t('customers.search.link.openTodo', 'Open todo'),\n          kind: 'secondary',\n        }]\n      },\n\n      fieldPolicy: {\n        searchable: [],\n        hashOnly: [],\n        excluded: [],\n      },\n      aclFeatures: ['customers.activities.view'],\n    },\n  ],\n}\n\nexport default searchConfig\nexport const config = searchConfig\n"],
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   "names": []
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.10.1-develop.7769.1.0e6458bb99",
+  "version": "0.10.1-develop.7770.1.970b396ebb",
   "license": "MIT",
   "type": "module",
   "main": "./dist/index.js",
@@ -266,16 +266,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.10.1-develop.7769.1.0e6458bb99",
-    "@open-mercato/shared": "0.10.1-develop.7769.1.0e6458bb99",
-    "@open-mercato/ui": "0.10.1-develop.7769.1.0e6458bb99",
+    "@open-mercato/ai-assistant": "0.10.1-develop.7770.1.970b396ebb",
+    "@open-mercato/shared": "0.10.1-develop.7770.1.970b396ebb",
+    "@open-mercato/ui": "0.10.1-develop.7770.1.970b396ebb",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.10.1-develop.7769.1.0e6458bb99",
-    "@open-mercato/shared": "0.10.1-develop.7769.1.0e6458bb99",
-    "@open-mercato/ui": "0.10.1-develop.7769.1.0e6458bb99",
+    "@open-mercato/ai-assistant": "0.10.1-develop.7770.1.970b396ebb",
+    "@open-mercato/shared": "0.10.1-develop.7770.1.970b396ebb",
+    "@open-mercato/ui": "0.10.1-develop.7770.1.970b396ebb",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^7.0.1",
     "@testing-library/react": "^16.3.3",

package/src/modules/customer_accounts/search.ts

@@ -1,6 +1,5 @@
 import type {
   SearchModuleConfig,
-  SearchBuildContext,
   SearchResultPresenter,
   SearchIndexSource,
 } from '@open-mercato/shared/modules/search'
@@ -40,7 +39,6 @@ function formatSubtitle(...parts: Array<unknown>): string | undefined {
 }
 
 function buildIndexSource(
-  ctx: SearchBuildContext,
   presenter: SearchResultPresenter,
   lines: string[],
 ): SearchIndexSource | null {
@@ -48,7 +46,7 @@ function buildIndexSource(
   return {
     text: lines,
     presenter,
-    checksumSource: { record: ctx.record, customFields: ctx.customFields },
+    checksumSource: { text: lines, presenter },
   }
 }
 
@@ -63,13 +61,10 @@ export const searchConfig: SearchModuleConfig = {
         const { t } = await resolveTranslations()
         const record = ctx.record
         const lines: string[] = []
-        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'),
           },
@@ -81,14 +76,14 @@ export const searchConfig: SearchModuleConfig = {
         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'],
       },
     },
@@ -104,7 +99,6 @@ export const searchConfig: SearchModuleConfig = {
         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/src/modules/customers/search.ts

@@ -10,6 +10,9 @@ import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
 import { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'
 import { CUSTOMER_INTERACTION_TASK_SOURCE, EXAMPLE_TODO_SOURCE } from './lib/interactionCompatibility'
 import { createLogger } from '@open-mercato/shared/lib/logger'
+import { defaultEncryptionMaps } from './encryption'
+import type { TenantDataEncryptionService } from '@open-mercato/shared/lib/encryption/tenantDataEncryptionService'
+import { isTenantDataEncryptionEnabled } from '@open-mercato/shared/lib/encryption/toggles'
 
 const logger = createLogger('customers')
 
@@ -414,6 +417,61 @@ function appendCustomFieldLines(lines: string[], customFields: Record<string, un
   }
 }
 
+function normalizeSearchFieldKey(key: string): string {
+  return key.replace(/^cf[:_]/, '').replace(/([a-z0-9])([A-Z])/g, '$1_$2').toLowerCase()
+}
+
+async function resolveProfileEncryptedFields(ctx: SearchContext, kind: CustomerProfileKind, entity: Record<string, unknown> | null): Promise<string[]> {
+  if (!isTenantDataEncryptionEnabled()) {
+    throw new Error('[internal] Customer vector indexing requires available encryption declarations')
+  }
+  const container = ctx.container as { resolve?: (name: string) => unknown } | undefined
+  if (typeof container?.resolve !== 'function') {
+    throw new Error('[internal] Customer search encryption policy container is unavailable')
+  }
+  const service = container.resolve('tenantEncryptionService') as Pick<TenantDataEncryptionService, 'getEncryptedFieldNames'> | undefined
+  if (typeof service?.getEncryptedFieldNames !== 'function') {
+    throw new Error('[internal] Customer search encryption policy service is unavailable')
+  }
+  const organizationIds = new Set([ctx.organizationId])
+  for (const record of [ctx.record, entity]) {
+    const organizationId = record?.organization_id ?? record?.organizationId
+    if (typeof organizationId === 'string' && organizationId) organizationIds.add(organizationId)
+  }
+  const fields = await Promise.all(Array.from(organizationIds).flatMap((organizationId) => [
+    `customers:customer_${kind}_profile`,
+    'customers:customer_entity',
+  ].map((entityId) => service.getEncryptedFieldNames(entityId, ctx.tenantId, organizationId, { ignoreRuntimeHealth: true }))))
+  return fields.flat()
+}
+
+function selectProfileSearchFields(
+  source: Record<string, unknown> | null,
+  kind: CustomerProfileKind,
+  options: { forEmbedding?: boolean; customerEntity?: boolean; encryptedFields?: string[] } = {},
+): Record<string, unknown> {
+  const entityId = `customers:customer_${kind}_profile`
+  const policy = searchConfig.entities.find((entry) => entry.entityId === entityId)?.fieldPolicy
+  const allowed = new Set((options.customerEntity
+    ? ['display_name', 'description', 'status', 'lifecycle_stage']
+    : policy?.searchable ?? []).map(normalizeSearchFieldKey))
+  const excluded = new Set([...(policy?.hashOnly ?? []), ...(policy?.excluded ?? [])].map(normalizeSearchFieldKey))
+  if (options.forEmbedding) {
+    for (const field of options.encryptedFields ?? []) excluded.add(normalizeSearchFieldKey(field))
+    for (const map of defaultEncryptionMaps) {
+      if (map.entityId !== entityId && map.entityId !== 'customers:customer_entity') continue
+      for (const entry of map.fields) excluded.add(normalizeSearchFieldKey(entry.field))
+    }
+  }
+  const fields: Record<string, unknown> = {}
+  for (const [key, value] of Object.entries(source ?? {})) {
+    if (value !== null && typeof value === 'object') continue
+    const field = normalizeSearchFieldKey(key)
+    if (allowed.has(field) && !excluded.has(field)) fields[field] = value
+  }
+  return fields
+}
+
 function pickValue(source: Record<string, unknown> | null | undefined, ...keys: string[]): unknown {
   if (!source) return undefined
   for (const key of keys) {
@@ -444,12 +502,8 @@ function pickLabel(...candidates: Array<unknown>): string | null {
 function appendCustomerEntityLines(
   lines: string[],
   entity: Record<string, unknown> | null,
-  contactLabel: 'Customer' | 'Primary' = 'Customer',
 ) {
   if (!entity) return
-  appendLine(lines, 'Customer', pickValue(entity, 'display_name', 'displayName') ?? entity.id)
-  appendLine(lines, `${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'))
 }
@@ -488,6 +542,9 @@ function resolvePersonPresenter(
   customFields: Record<string, unknown>,
 ): SearchResultPresenter {
   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(' ')
@@ -504,10 +561,6 @@ function resolvePersonPresenter(
   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') as string | undefined) ??
       (customFields.summary as string | undefined) ??
@@ -531,6 +584,9 @@ function resolveCompanyPresenter(
   customFields: Record<string, unknown>,
 ): SearchResultPresenter {
   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') as string | undefined) ??
     (customFields.display_name as string | undefined) ??
@@ -549,10 +605,6 @@ function resolveCompanyPresenter(
   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') as string | undefined) ??
       (customFields.summary as string | undefined) ??
@@ -616,21 +668,14 @@ export const searchConfig: SearchModuleConfig = {
         const { t } = await resolveTranslations()
         const lines: string[] = []
         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 } =
+
+        const { entity, entityId, profileCustomFields, entityOnlyCustomFields } =
           await hydrateProfileContext(ctx, 'person')
-        appendCustomFieldLines(lines, profileCustomFields, 'Person custom')
+        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', {
@@ -640,8 +685,8 @@ export const searchConfig: SearchModuleConfig = {
             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) {
@@ -667,12 +712,7 @@ export const searchConfig: SearchModuleConfig = {
           text: lines,
           presenter,
           links,
-          checksumSource: {
-            record: ctx.record,
-            customFields: profileCustomFields,
-            entity,
-            entityCustomFields,
-          },
+          checksumSource: { text: lines, presenter, links },
         }
       },
 
@@ -728,22 +768,17 @@ export const searchConfig: SearchModuleConfig = {
         const { t } = await resolveTranslations()
         const lines: string[] = []
         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 } =
+
+        const { entity, entityId, profileCustomFields, entityOnlyCustomFields } =
           await hydrateProfileContext(ctx, 'company')
-        appendCustomFieldLines(lines, profileCustomFields, 'Company custom')
+        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)
@@ -761,12 +796,7 @@ export const searchConfig: SearchModuleConfig = {
           text: lines,
           presenter,
           links,
-          checksumSource: {
-            record: ctx.record,
-            customFields: profileCustomFields,
-            entity,
-            entityCustomFields,
-          },
+          checksumSource: { text: lines, presenter, links },
         }
       },