@open-mercato/core 0.4.11-develop.1309.4b37381a7a → 0.4.11-develop.1347.c693e6dfee

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'\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  if (resolvedEntityId) {\n    filters.id = { $eq: resolvedEntityId }\n  }\n  if (opts.profileKind && resolvedProfileId) {\n    const alias = opts.profileKind === 'person' ? 'person_profile' : 'company_profile'\n    filters[`${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      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    console.warn('[search.customers] Failed to load customer entity via QueryEngine', {\n      entityId: resolvedEntityId ?? null,\n      profileKind: opts.profileKind ?? null,\n      profileId: resolvedProfileId ?? null,\n      error: error instanceof Error ? error.message : 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'\n  const [moduleId, entityName] = sourceRaw.split(':')\n  const entityId = moduleId && entityName ? `${moduleId}:${entityName}` : 'example:todo'\n  const todo = await loadRecord(ctx, entityId, ctx.record.todo_id as string ?? ctx.record.todoId as string)\n  todoCache.set(ctx.record, todo ?? null)\n  return todo ?? null\n}\n\n// =============================================================================\n// URL and Formatting Helpers\n// =============================================================================\n\nfunction buildCustomerUrl(kind: string | null | undefined, id?: string | null): string | null {\n  if (!id) return null\n  const encoded = encodeURIComponent(id)\n  if (kind === 'person') return `/backend/customers/people/${encoded}`\n  if (kind === 'company') return `/backend/customers/companies/${encoded}`\n  return `/backend/customers/companies/${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  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    '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') ? 'Person' : undefined,\n  }\n}\n\nfunction resolveCompanyPresenter(\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    '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    console.warn('[search.customers] Missing customer entity during company presenter build', {\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') ? 'Company' : 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  console.warn('[search.customers] Presenter fell back to record id', {\n    kind,\n    recordId: fallbackId,\n    entityId: resolveCustomerEntityId(record),\n    entityDisplayName: 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 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          console.warn('[search.customers] Failed to load customer entity for person profile', {\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          console.warn('[search.customers] person profile missing entity id', {\n            recordId: record.id,\n            recordKeys: Object.keys(record),\n          })\n        }\n\n        const presenter = resolvePersonPresenter(record, entity, ctx.customFields)\n        logMissingPresenterTitle('person', record, entity, presenter)\n        const presenterLabel = pickLabel(presenter.title) ?? '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 entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolvePersonPresenter(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 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: '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    },\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 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(record, entity, ctx.customFields)\n        logMissingPresenterTitle('company', record, entity, presenter)\n        const primaryLabel = pickLabel(presenter.title) ?? '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 entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolveCompanyPresenter(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 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: '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    },\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: ${ctx.record.appearance_color}`)\n\n        const presenter: SearchResultPresenter | undefined = parent?.display_name\n          ? {\n              title: parent.display_name as string,\n              subtitle: snippet(ctx.record.body),\n              icon: parent.kind === 'person' ? 'user' : 'building',\n            }\n          : undefined\n\n        return {\n          text: lines,\n          presenter,\n          checksumSource: {\n            body: ctx.record.body,\n            entityId: ctx.record.entity_id ?? null,\n            updatedAt: ctx.record.updated_at ?? ctx.record.updatedAt ?? null,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const title = (parent?.display_name as string | undefined) ?? 'Customer note'\n        return {\n          title,\n          subtitle: snippet(ctx.record.body),\n          icon: 'sticky-note',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#notes` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        assertTenantContext(ctx)\n        const 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) ?? '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: 'Open deal', kind: 'secondary' })\n        }\n        return links.length ? links : null\n      },\n\n      fieldPolicy: {\n        searchable: ['body'],\n        hashOnly: [],\n        excluded: [],\n      },\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 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 ?? 'Deal'),\n            subtitle: subtitleParts.join(' \u00B7 ') || undefined,\n            icon: 'briefcase',\n            badge: '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 { record } = ctx\n        const title = pickString(record.title as string, '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} ${currency}` : String(amount))\n        }\n\n        return {\n          title: title ?? 'Deal',\n          subtitle: subtitleParts.length ? subtitleParts.join(' \u00B7 ') : undefined,\n          icon: 'briefcase',\n          badge: 'Deal',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        const id = ctx.record.id\n        if (!id) return null\n        return `/backend/customers/deals/${encodeURIComponent(String(id))}`\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const id = ctx.record.id\n        if (!id) return null\n        return [\n          {\n            href: `/backend/customers/deals/${encodeURIComponent(String(id))}/edit`,\n            label: '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    },\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 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 ? String(ctx.record.subject) : `Activity: ${ctx.record.activity_type ?? 'update'}`,\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 parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: ctx.record.subject ? String(ctx.record.subject) : `Activity: ${ctx.record.activity_type ?? 'update'}`,\n          subtitle: (parent?.display_name as string | undefined) ?? snippet(ctx.record.body),\n          icon: 'bolt',\n          badge: 'Activity',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#activity-${ctx.record.id ?? ctx.record.activity_id ?? ''}` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const links: SearchResultLink[] = []\n        if (ctx.record.deal_id) {\n          links.push({\n            href: `/backend/customers/deals/${encodeURIComponent(ctx.record.deal_id as string)}`,\n            label: '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    },\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: ${parent.display_name}`)\n        if (!lines.length) return null\n\n        return {\n          text: lines,\n          presenter: todo?.title\n            ? { title: todo.title as string, subtitle: parent?.display_name as string | undefined, icon: 'check-square' }\n            : undefined,\n          checksumSource: {\n            todoId: ctx.record.todo_id ?? ctx.record.todoId,\n            todoSource: ctx.record.todo_source ?? ctx.record.todoSource,\n            entityId: ctx.record.entity_id ?? ctx.record.entityId,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const todo = await getLinkedTodo(ctx) as Record<string, unknown> | null\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: (todo?.title as string | undefined) ?? 'Customer task',\n          subtitle: parent?.display_name as string | undefined,\n          icon: 'check-square',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#tasks` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const 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: 'Open todo',\n          kind: 'secondary',\n        }]\n      },\n\n      fieldPolicy: {\n        searchable: [],\n        hashOnly: [],\n        excluded: [],\n      },\n    },\n  ],\n}\n\nexport default searchConfig\nexport const config = searchConfig\n"],
-  "mappings": 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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 { CUSTOMER_INTERACTION_TASK_SOURCE, EXAMPLE_TODO_SOURCE } from './lib/interactionCompatibility'\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  if (resolvedEntityId) {\n    filters.id = { $eq: resolvedEntityId }\n  }\n  if (opts.profileKind && resolvedProfileId) {\n    const alias = opts.profileKind === 'person' ? 'person_profile' : 'company_profile'\n    filters[`${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      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    console.warn('[search.customers] Failed to load customer entity via QueryEngine', {\n      entityId: resolvedEntityId ?? null,\n      profileKind: opts.profileKind ?? null,\n      profileId: resolvedProfileId ?? null,\n      error: error instanceof Error ? error.message : 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}:${entityName}` : CUSTOMER_INTERACTION_TASK_SOURCE\n  const todo = await loadRecord(ctx, entityId, ctx.record.todo_id as string ?? ctx.record.todoId as string)\n  todoCache.set(ctx.record, todo ?? null)\n  return todo ?? null\n}\n\n// =============================================================================\n// URL and Formatting Helpers\n// =============================================================================\n\nfunction buildCustomerUrl(kind: string | null | undefined, id?: string | null): string | null {\n  if (!id) return null\n  const encoded = encodeURIComponent(id)\n  if (kind === 'person') return `/backend/customers/people/${encoded}`\n  if (kind === 'company') return `/backend/customers/companies/${encoded}`\n  return `/backend/customers/companies/${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  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    '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') ? 'Person' : undefined,\n  }\n}\n\nfunction resolveCompanyPresenter(\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    '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    console.warn('[search.customers] Missing customer entity during company presenter build', {\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') ? 'Company' : 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  console.warn('[search.customers] Presenter fell back to record id', {\n    kind,\n    recordId: fallbackId,\n    entityId: resolveCustomerEntityId(record),\n    entityDisplayName: 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 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          console.warn('[search.customers] Failed to load customer entity for person profile', {\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          console.warn('[search.customers] person profile missing entity id', {\n            recordId: record.id,\n            recordKeys: Object.keys(record),\n          })\n        }\n\n        const presenter = resolvePersonPresenter(record, entity, ctx.customFields)\n        logMissingPresenterTitle('person', record, entity, presenter)\n        const presenterLabel = pickLabel(presenter.title) ?? '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 entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolvePersonPresenter(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 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: '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    },\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 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(record, entity, ctx.customFields)\n        logMissingPresenterTitle('company', record, entity, presenter)\n        const primaryLabel = pickLabel(presenter.title) ?? '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 entity = await getCustomerEntity(ctx, resolveCustomerEntityId(ctx.record))\n        return resolveCompanyPresenter(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 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: '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    },\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: ${ctx.record.appearance_color}`)\n\n        const presenter: SearchResultPresenter | undefined = parent?.display_name\n          ? {\n              title: parent.display_name as string,\n              subtitle: snippet(ctx.record.body),\n              icon: parent.kind === 'person' ? 'user' : 'building',\n            }\n          : undefined\n\n        return {\n          text: lines,\n          presenter,\n          checksumSource: {\n            body: ctx.record.body,\n            entityId: ctx.record.entity_id ?? null,\n            updatedAt: ctx.record.updated_at ?? ctx.record.updatedAt ?? null,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const title = (parent?.display_name as string | undefined) ?? 'Customer note'\n        return {\n          title,\n          subtitle: snippet(ctx.record.body),\n          icon: 'sticky-note',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#notes` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        assertTenantContext(ctx)\n        const 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) ?? 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'Deal',\n          subtitle: subtitleParts.length ? subtitleParts.join(' \u00B7 ') : undefined,\n          icon: 'briefcase',\n          badge: '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/${encodeURIComponent(String(id))}`\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const id = ctx.record.id\n        if (!id) return null\n        return [\n          {\n            href: `/backend/customers/deals/${encodeURIComponent(String(id))}/edit`,\n            label: '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    },\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 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 ? String(ctx.record.subject) : `Activity: ${ctx.record.activity_type ?? 'update'}`,\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 parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: ctx.record.subject ? String(ctx.record.subject) : `Activity: ${ctx.record.activity_type ?? 'update'}`,\n          subtitle: (parent?.display_name as string | undefined) ?? snippet(ctx.record.body),\n          icon: 'bolt',\n          badge: 'Activity',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#activity-${ctx.record.id ?? ctx.record.activity_id ?? ''}` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const links: SearchResultLink[] = []\n        if (ctx.record.deal_id) {\n          links.push({\n            href: `/backend/customers/deals/${encodeURIComponent(ctx.record.deal_id as string)}`,\n            label: '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    },\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: ${parent.display_name}`)\n        if (!lines.length) return null\n\n        return {\n          text: lines,\n          presenter: todo?.title\n            ? { title: todo.title as string, subtitle: parent?.display_name as string | undefined, icon: 'check-square' }\n            : undefined,\n          checksumSource: {\n            todoId: ctx.record.todo_id ?? ctx.record.todoId,\n            todoSource: ctx.record.todo_source ?? ctx.record.todoSource,\n            entityId: ctx.record.entity_id ?? ctx.record.entityId,\n          },\n        }\n      },\n\n      formatResult: async (ctx: SearchBuildContext): Promise<SearchResultPresenter | null> => {\n        assertTenantContext(ctx)\n        const todo = await getLinkedTodo(ctx) as Record<string, unknown> | null\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        return {\n          title: (todo?.title as string | undefined) ?? 'Customer task',\n          subtitle: parent?.display_name as string | undefined,\n          icon: 'check-square',\n        }\n      },\n\n      resolveUrl: async (ctx: SearchBuildContext): Promise<string | null> => {\n        assertTenantContext(ctx)\n        const parent = await getCustomerEntity(ctx, ctx.record.entity_id as string ?? ctx.record.entityId as string)\n        const base = buildCustomerUrl(parent?.kind as string ?? null, (parent?.id ?? ctx.record.entity_id ?? ctx.record.entityId) as string)\n        return base ? `${base}#tasks` : null\n      },\n\n      resolveLinks: async (ctx: SearchBuildContext): Promise<SearchResultLink[] | null> => {\n        const 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: 'Open todo',\n          kind: 'secondary',\n        }]\n      },\n\n      fieldPolicy: {\n        searchable: [],\n        hashOnly: [],\n        excluded: [],\n      },\n    },\n  ],\n}\n\nexport default searchConfig\nexport const config = searchConfig\n"],
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package/dist/modules/customers/widgets/dashboard/customer-todos/widget.client.js

@@ -6,6 +6,8 @@ import { apiCall } from "@open-mercato/ui/backend/utils/apiCall";
 import { Spinner } from "@open-mercato/ui/primitives/spinner";
 import { useT } from "@open-mercato/shared/lib/i18n/context";
 import { DEFAULT_SETTINGS, hydrateCustomerTodoSettings } from "./config.js";
+import { resolveExampleIntegrationHref } from "../../../lib/interactionCompatibility.js";
+import { resolveTodoHref } from "../../../components/detail/utils.js";
 async function loadTodos(settings) {
   const params = new URLSearchParams({
     limit: String(settings.pageSize)
@@ -29,6 +31,7 @@ async function loadTodos(settings) {
       todoSource: typeof data.todoSource === "string" ? data.todoSource : "",
       todoTitle: typeof data.todoTitle === "string" ? data.todoTitle : null,
       createdAt: typeof data.createdAt === "string" ? data.createdAt : "",
+      _integrations: data._integrations && typeof data._integrations === "object" ? data._integrations : void 0,
       entity: {
         id: typeof entity.id === "string" ? entity.id : null,
         displayName: typeof entity.displayName === "string" ? entity.displayName : null,
@@ -44,7 +47,7 @@ function formatDate(value, locale) {
   return date.toLocaleString(locale ?? void 0);
 }
 function resolveDetailHref(entity) {
-  if (!entity.id) return null;
+  if (!entity?.id) return null;
   if (entity.kind === "company") return `/backend/customers/companies-v2/${encodeURIComponent(entity.id)}`;
   if (entity.kind === "person") return `/backend/customers/people-v2/${encodeURIComponent(entity.id)}`;
   return `/backend/customers/people-v2/${encodeURIComponent(entity.id)}`;
@@ -112,6 +115,8 @@ const CustomerTodosWidget = ({
   return /* @__PURE__ */ jsx("div", { className: "space-y-4", children: error ? /* @__PURE__ */ jsx("p", { className: "text-sm text-destructive", children: error }) : loading ? /* @__PURE__ */ jsx("div", { className: "flex h-32 items-center justify-center", children: /* @__PURE__ */ jsx(Spinner, { className: "h-6 w-6 text-muted-foreground" }) }) : items.length === 0 ? /* @__PURE__ */ jsx("p", { className: "text-sm text-muted-foreground", children: t("customers.widgets.todos.empty") }) : /* @__PURE__ */ jsx("ul", { className: "space-y-3", children: items.map((item) => {
     const createdLabel = formatDate(item.createdAt, locale);
     const href = resolveDetailHref(item.entity);
+    const exampleHref = resolveExampleIntegrationHref(item);
+    const taskHref = exampleHref ?? resolveTodoHref(item.todoSource, item.todoId);
     return /* @__PURE__ */ jsxs("li", { className: "rounded-md border p-3", children: [
       /* @__PURE__ */ jsxs("div", { className: "flex items-start justify-between gap-3 text-sm font-medium", children: [
         /* @__PURE__ */ jsx("span", { children: item.entity.displayName ?? t("customers.widgets.common.unknown") }),
@@ -121,7 +126,10 @@ const CustomerTodosWidget = ({
         /* @__PURE__ */ jsx("p", { className: "text-sm font-medium text-foreground", children: item.todoTitle ?? t("customers.widgets.todos.untitled") }),
         item.todoSource ? /* @__PURE__ */ jsx("p", { className: "text-xs text-muted-foreground", children: item.todoSource }) : null
       ] }),
-      href ? /* @__PURE__ */ jsx("div", { className: "mt-2 text-xs", children: /* @__PURE__ */ jsx(Link, { className: "text-primary hover:underline", href, children: t("customers.widgets.common.viewRecord") }) }) : null
+      /* @__PURE__ */ jsxs("div", { className: "mt-2 flex flex-wrap gap-3 text-xs", children: [
+        href ? /* @__PURE__ */ jsx(Link, { className: "text-primary hover:underline", href, children: t("customers.widgets.common.viewRecord") }) : null,
+        taskHref ? /* @__PURE__ */ jsx(Link, { className: "text-primary hover:underline", href: taskHref, children: t("customers.workPlan.customerTodos.table.actions.openTask") }) : null
+      ] })
     ] }, item.id);
   }) }) });
 };

package/dist/modules/customers/widgets/dashboard/customer-todos/widget.client.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/customers/widgets/dashboard/customer-todos/widget.client.tsx"],
-  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport Link from 'next/link'\nimport type { DashboardWidgetComponentProps } from '@open-mercato/shared/modules/dashboard/widgets'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { Spinner } from '@open-mercato/ui/primitives/spinner'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { DEFAULT_SETTINGS, hydrateCustomerTodoSettings, type CustomerTodoWidgetSettings } from './config'\n\ntype TodoLinkSummary = {\n  id: string\n  todoId: string\n  todoSource: string\n  todoTitle: string | null\n  createdAt: string\n  entity: {\n    id: string | null\n    displayName: string | null\n    kind: string | null\n  }\n}\n\n// SPEC-046b: To enable canonical interactions mode, switch from\n// /api/customers/dashboard/widgets/customer-todos to\n// /api/customers/interactions?status=planned&pageSize={pageSize}\n//\n// Response mapping (InteractionSummary \u2192 TodoLinkSummary):\n//   interaction.id               \u2192 id, todoId\n//   interaction.interactionType  \u2192 todoSource\n//   interaction.title            \u2192 todoTitle\n//   interaction.createdAt        \u2192 createdAt\n//   interaction.entityId         \u2192 entity.id (kind/displayName need enrichment\n//                                   or a follow-up customer lookup)\n//\n// The main gap is the `entity` sub-object: the interactions API returns a flat\n// entityId but not customer displayName/kind. Options:\n//   a) Add an enricher to the interactions list API that resolves entity details\n//   b) Batch-fetch customer details client-side after loading interactions\n//   c) Add a dedicated /api/customers/interactions/widget endpoint\nasync function loadTodos(settings: CustomerTodoWidgetSettings): Promise<TodoLinkSummary[]> {\n  const params = new URLSearchParams({\n    limit: String(settings.pageSize),\n  })\n  const call = await apiCall<{ items?: unknown[]; error?: string }>(\n    `/api/customers/dashboard/widgets/customer-todos?${params.toString()}`,\n  )\n  if (!call.ok) {\n    const message =\n      typeof (call.result as Record<string, unknown> | null)?.error === 'string'\n        ? ((call.result as Record<string, unknown>).error as string)\n        : `Request failed with status ${call.status}`\n    throw new Error(message)\n  }\n  const payload = call.result ?? {}\n  const rawItems = Array.isArray((payload as { items?: unknown }).items)\n    ? ((payload as { items: unknown[] }).items)\n    : []\n  return rawItems\n    .map((item): TodoLinkSummary | null => {\n      if (!item || typeof item !== 'object') return null\n      const data = item as any\n      const entity = data.entity ?? {}\n      return {\n        id: typeof data.id === 'string' ? data.id : null,\n        todoId: typeof data.todoId === 'string' ? data.todoId : '',\n        todoSource: typeof data.todoSource === 'string' ? data.todoSource : '',\n        todoTitle: typeof data.todoTitle === 'string' ? data.todoTitle : null,\n        createdAt: typeof data.createdAt === 'string' ? data.createdAt : '',\n        entity: {\n          id: typeof entity.id === 'string' ? entity.id : null,\n          displayName: typeof entity.displayName === 'string' ? entity.displayName : null,\n          kind: typeof entity.kind === 'string' ? entity.kind : null,\n        },\n      }\n    })\n    .filter((item): item is TodoLinkSummary => !!item && !!item.id)\n}\n\nfunction formatDate(value: string | null, locale?: string): string {\n  if (!value) return ''\n  const date = new Date(value)\n  if (Number.isNaN(date.getTime())) return ''\n  return date.toLocaleString(locale ?? undefined)\n}\n\nfunction resolveDetailHref(entity: { id: string | null; kind: string | null }): string | null {\n  if (!entity.id) return null\n  if (entity.kind === 'company') return `/backend/customers/companies-v2/${encodeURIComponent(entity.id)}`\n  if (entity.kind === 'person') return `/backend/customers/people-v2/${encodeURIComponent(entity.id)}`\n  return `/backend/customers/people-v2/${encodeURIComponent(entity.id)}`\n}\n\nconst CustomerTodosWidget: React.FC<DashboardWidgetComponentProps<CustomerTodoWidgetSettings>> = ({\n  mode,\n  settings = DEFAULT_SETTINGS,\n  onSettingsChange,\n  refreshToken,\n  onRefreshStateChange,\n}) => {\n  const t = useT()\n  const hydrated = React.useMemo(() => hydrateCustomerTodoSettings(settings), [settings])\n  const [items, setItems] = React.useState<TodoLinkSummary[]>([])\n  const [loading, setLoading] = React.useState(true)\n  const [error, setError] = React.useState<string | null>(null)\n  const [locale, setLocale] = React.useState<string | undefined>(undefined)\n\n  React.useEffect(() => {\n    if (typeof navigator !== 'undefined') {\n      setLocale(navigator.language)\n    }\n  }, [])\n\n  const refresh = React.useCallback(async () => {\n    onRefreshStateChange?.(true)\n    setLoading(true)\n    setError(null)\n    try {\n      const data = await loadTodos(hydrated)\n      setItems(data)\n    } catch (err) {\n      console.error('Failed to load customer todos widget data', err)\n      setError(t('customers.widgets.todos.error'))\n    } finally {\n      setLoading(false)\n      onRefreshStateChange?.(false)\n    }\n  }, [hydrated, onRefreshStateChange, t])\n\n  React.useEffect(() => {\n    refresh().catch(() => {})\n  }, [refresh, refreshToken])\n\n  if (mode === 'settings') {\n    return (\n      <div className=\"space-y-4 text-sm\">\n        <div className=\"space-y-1.5\">\n          <label htmlFor=\"customer-todos-page-size\" className=\"text-xs font-semibold uppercase text-muted-foreground\">\n            {t('customers.widgets.todos.settings.pageSize')}\n          </label>\n          <input\n            id=\"customer-todos-page-size\"\n            type=\"number\"\n            min={1}\n            max={20}\n            className=\"w-24 rounded-md border px-2 py-1 text-sm focus:border-primary focus:outline-none focus:ring-1 focus:ring-primary\"\n            value={hydrated.pageSize}\n            onChange={(event) => {\n              const next = Number(event.target.value)\n              onSettingsChange({ ...hydrated, pageSize: Number.isFinite(next) ? next : hydrated.pageSize })\n            }}\n          />\n        </div>\n        <p className=\"text-xs text-muted-foreground\">{t('customers.widgets.todos.settings.help')}</p>\n      </div>\n    )\n  }\n\n  return (\n    <div className=\"space-y-4\">\n      {error ? (\n        <p className=\"text-sm text-destructive\">{error}</p>\n      ) : loading ? (\n        <div className=\"flex h-32 items-center justify-center\">\n          <Spinner className=\"h-6 w-6 text-muted-foreground\" />\n        </div>\n      ) : items.length === 0 ? (\n        <p className=\"text-sm text-muted-foreground\">{t('customers.widgets.todos.empty')}</p>\n      ) : (\n        <ul className=\"space-y-3\">\n          {items.map((item) => {\n            const createdLabel = formatDate(item.createdAt, locale)\n            const href = resolveDetailHref(item.entity)\n            return (\n              <li key={item.id} className=\"rounded-md border p-3\">\n                <div className=\"flex items-start justify-between gap-3 text-sm font-medium\">\n                  <span>{item.entity.displayName ?? t('customers.widgets.common.unknown')}</span>\n                  <span className=\"text-xs text-muted-foreground\">{createdLabel || t('customers.widgets.common.unknownDate')}</span>\n                </div>\n                <div className=\"mt-1 space-y-0.5\">\n                  <p className=\"text-sm font-medium text-foreground\">\n                    {item.todoTitle ?? t('customers.widgets.todos.untitled')}\n                  </p>\n                  {item.todoSource ? (\n                    <p className=\"text-xs text-muted-foreground\">{item.todoSource}</p>\n                  ) : null}\n                </div>\n                {href ? (\n                  <div className=\"mt-2 text-xs\">\n                    <Link className=\"text-primary hover:underline\" href={href}>\n                      {t('customers.widgets.common.viewRecord')}\n                    </Link>\n                  </div>\n                ) : null}\n              </li>\n            )\n          })}\n        </ul>\n      )}\n    </div>\n  )\n}\n\nexport default CustomerTodosWidget\n"],
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+  "sourcesContent": ["\"use client\"\n\nimport * as React from 'react'\nimport Link from 'next/link'\nimport type { DashboardWidgetComponentProps } from '@open-mercato/shared/modules/dashboard/widgets'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { Spinner } from '@open-mercato/ui/primitives/spinner'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { DEFAULT_SETTINGS, hydrateCustomerTodoSettings, type CustomerTodoWidgetSettings } from './config'\nimport { resolveExampleIntegrationHref } from '../../../lib/interactionCompatibility'\nimport { resolveTodoHref } from '../../../components/detail/utils'\n\ntype TodoLinkSummary = {\n  id: string\n  todoId: string\n  todoSource: string\n  todoTitle: string | null\n  createdAt: string\n  _integrations?: {\n    example?: {\n      href?: string | null\n    }\n    [key: string]: unknown\n  }\n  entity: {\n    id: string | null\n    displayName: string | null\n    kind: string | null\n  }\n}\n\nasync function loadTodos(settings: CustomerTodoWidgetSettings): Promise<TodoLinkSummary[]> {\n  const params = new URLSearchParams({\n    limit: String(settings.pageSize),\n  })\n  const call = await apiCall<{ items?: unknown[]; error?: string }>(\n    `/api/customers/dashboard/widgets/customer-todos?${params.toString()}`,\n  )\n  if (!call.ok) {\n    const message =\n      typeof (call.result as Record<string, unknown> | null)?.error === 'string'\n        ? ((call.result as Record<string, unknown>).error as string)\n        : `Request failed with status ${call.status}`\n    throw new Error(message)\n  }\n  const payload = call.result ?? {}\n  const rawItems = Array.isArray((payload as { items?: unknown }).items)\n    ? ((payload as { items: unknown[] }).items)\n    : []\n  return rawItems\n    .map((item): TodoLinkSummary | null => {\n      if (!item || typeof item !== 'object') return null\n      const data = item as any\n      const entity = data.entity ?? {}\n      return {\n        id: typeof data.id === 'string' ? data.id : null,\n        todoId: typeof data.todoId === 'string' ? data.todoId : '',\n        todoSource: typeof data.todoSource === 'string' ? data.todoSource : '',\n        todoTitle: typeof data.todoTitle === 'string' ? data.todoTitle : null,\n        createdAt: typeof data.createdAt === 'string' ? data.createdAt : '',\n        _integrations: data._integrations && typeof data._integrations === 'object'\n          ? (data._integrations as TodoLinkSummary['_integrations'])\n          : undefined,\n        entity: {\n          id: typeof entity.id === 'string' ? entity.id : null,\n          displayName: typeof entity.displayName === 'string' ? entity.displayName : null,\n          kind: typeof entity.kind === 'string' ? entity.kind : null,\n        },\n      }\n    })\n    .filter((item): item is TodoLinkSummary => !!item && !!item.id)\n}\n\nfunction formatDate(value: string | null, locale?: string): string {\n  if (!value) return ''\n  const date = new Date(value)\n  if (Number.isNaN(date.getTime())) return ''\n  return date.toLocaleString(locale ?? undefined)\n}\n\nfunction resolveDetailHref(entity: { id: string | null; kind: string | null } | null | undefined): string | null {\n  if (!entity?.id) return null\n  if (entity.kind === 'company') return `/backend/customers/companies-v2/${encodeURIComponent(entity.id)}`\n  if (entity.kind === 'person') return `/backend/customers/people-v2/${encodeURIComponent(entity.id)}`\n  return `/backend/customers/people-v2/${encodeURIComponent(entity.id)}`\n}\n\nconst CustomerTodosWidget: React.FC<DashboardWidgetComponentProps<CustomerTodoWidgetSettings>> = ({\n  mode,\n  settings = DEFAULT_SETTINGS,\n  onSettingsChange,\n  refreshToken,\n  onRefreshStateChange,\n}) => {\n  const t = useT()\n  const hydrated = React.useMemo(() => hydrateCustomerTodoSettings(settings), [settings])\n  const [items, setItems] = React.useState<TodoLinkSummary[]>([])\n  const [loading, setLoading] = React.useState(true)\n  const [error, setError] = React.useState<string | null>(null)\n  const [locale, setLocale] = React.useState<string | undefined>(undefined)\n\n  React.useEffect(() => {\n    if (typeof navigator !== 'undefined') {\n      setLocale(navigator.language)\n    }\n  }, [])\n\n  const refresh = React.useCallback(async () => {\n    onRefreshStateChange?.(true)\n    setLoading(true)\n    setError(null)\n    try {\n      const data = await loadTodos(hydrated)\n      setItems(data)\n    } catch (err) {\n      console.error('Failed to load customer todos widget data', err)\n      setError(t('customers.widgets.todos.error'))\n    } finally {\n      setLoading(false)\n      onRefreshStateChange?.(false)\n    }\n  }, [hydrated, onRefreshStateChange, t])\n\n  React.useEffect(() => {\n    refresh().catch(() => {})\n  }, [refresh, refreshToken])\n\n  if (mode === 'settings') {\n    return (\n      <div className=\"space-y-4 text-sm\">\n        <div className=\"space-y-1.5\">\n          <label htmlFor=\"customer-todos-page-size\" className=\"text-xs font-semibold uppercase text-muted-foreground\">\n            {t('customers.widgets.todos.settings.pageSize')}\n          </label>\n          <input\n            id=\"customer-todos-page-size\"\n            type=\"number\"\n            min={1}\n            max={20}\n            className=\"w-24 rounded-md border px-2 py-1 text-sm focus:border-primary focus:outline-none focus:ring-1 focus:ring-primary\"\n            value={hydrated.pageSize}\n            onChange={(event) => {\n              const next = Number(event.target.value)\n              onSettingsChange({ ...hydrated, pageSize: Number.isFinite(next) ? next : hydrated.pageSize })\n            }}\n          />\n        </div>\n        <p className=\"text-xs text-muted-foreground\">{t('customers.widgets.todos.settings.help')}</p>\n      </div>\n    )\n  }\n\n  return (\n    <div className=\"space-y-4\">\n      {error ? (\n        <p className=\"text-sm text-destructive\">{error}</p>\n      ) : loading ? (\n        <div className=\"flex h-32 items-center justify-center\">\n          <Spinner className=\"h-6 w-6 text-muted-foreground\" />\n        </div>\n      ) : items.length === 0 ? (\n        <p className=\"text-sm text-muted-foreground\">{t('customers.widgets.todos.empty')}</p>\n      ) : (\n        <ul className=\"space-y-3\">\n          {items.map((item) => {\n            const createdLabel = formatDate(item.createdAt, locale)\n            const href = resolveDetailHref(item.entity)\n            const exampleHref = resolveExampleIntegrationHref(item)\n            const taskHref = exampleHref ?? resolveTodoHref(item.todoSource, item.todoId)\n            return (\n              <li key={item.id} className=\"rounded-md border p-3\">\n                <div className=\"flex items-start justify-between gap-3 text-sm font-medium\">\n                  <span>{item.entity.displayName ?? t('customers.widgets.common.unknown')}</span>\n                  <span className=\"text-xs text-muted-foreground\">{createdLabel || t('customers.widgets.common.unknownDate')}</span>\n                </div>\n                <div className=\"mt-1 space-y-0.5\">\n                  <p className=\"text-sm font-medium text-foreground\">\n                    {item.todoTitle ?? t('customers.widgets.todos.untitled')}\n                  </p>\n                  {item.todoSource ? (\n                    <p className=\"text-xs text-muted-foreground\">{item.todoSource}</p>\n                  ) : null}\n                </div>\n                <div className=\"mt-2 flex flex-wrap gap-3 text-xs\">\n                  {href ? (\n                    <Link className=\"text-primary hover:underline\" href={href}>\n                      {t('customers.widgets.common.viewRecord')}\n                    </Link>\n                  ) : null}\n                  {taskHref ? (\n                    <Link className=\"text-primary hover:underline\" href={taskHref}>\n                      {t('customers.workPlan.customerTodos.table.actions.openTask')}\n                    </Link>\n                  ) : null}\n                </div>\n              </li>\n            )\n          })}\n        </ul>\n      )}\n    </div>\n  )\n}\n\nexport default CustomerTodosWidget\n"],
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   "names": []
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.4.11-develop.1309.4b37381a7a",
+  "version": "0.4.11-develop.1347.c693e6dfee",
   "type": "module",
   "main": "./dist/index.js",
   "scripts": {
@@ -230,10 +230,10 @@
     "ts-pattern": "^5.0.0"
   },
   "peerDependencies": {
-    "@open-mercato/shared": "0.4.11-develop.1309.4b37381a7a"
+    "@open-mercato/shared": "0.4.11-develop.1347.c693e6dfee"
   },
   "devDependencies": {
-    "@open-mercato/shared": "0.4.11-develop.1309.4b37381a7a",
+    "@open-mercato/shared": "0.4.11-develop.1347.c693e6dfee",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.1",

package/src/modules/customers/api/companies/[id]/route.ts

@@ -27,6 +27,7 @@ import {
 } from '../../../lib/customFieldRouting'
 import {
   CUSTOMER_INTERACTION_ACTIVITY_ADAPTER_SOURCE,
+  EXAMPLE_TODO_SOURCE,
   CUSTOMER_INTERACTION_TODO_ADAPTER_SOURCE,
   mapInteractionRecordToActivitySummary,
   mapInteractionRecordToTodoSummary,
@@ -150,7 +151,7 @@ async function resolveTodoDetails(
 
   const idsBySource = new Map<string, Set<string>>()
   for (const link of links) {
-    const source = typeof link.todoSource === 'string' && link.todoSource.trim().length > 0 ? link.todoSource : 'example:todo'
+    const source = typeof link.todoSource === 'string' && link.todoSource.trim().length > 0 ? link.todoSource : EXAMPLE_TODO_SOURCE
     const id = typeof link.todoId === 'string' && link.todoId.trim().length > 0 ? link.todoId : String(link.todoId ?? '')
     if (!id) continue
     if (!idsBySource.has(source)) idsBySource.set(source, new Set<string>())
@@ -633,10 +634,10 @@ export async function GET(_req: Request, ctx: { params?: { id?: string } }) {
           interactionFlags.unified
             ? canonicalTodoItems
             : [
-                ...todoLinks
-                  .filter((link) => !canonicalTodoBridgeIds.has(link.todoId))
-                  .map((link) => {
-                    const source = typeof link.todoSource === 'string' && link.todoSource.trim().length > 0 ? link.todoSource : 'example:todo'
+                  ...todoLinks
+                    .filter((link) => !canonicalTodoBridgeIds.has(link.todoId))
+                    .map((link) => {
+                      const source = typeof link.todoSource === 'string' && link.todoSource.trim().length > 0 ? link.todoSource : EXAMPLE_TODO_SOURCE
                     const key = `${source}:${link.todoId}`
                     const detail = todoDetails.get(key)
                     return {