@open-mercato/core 0.4.5-develop-2e9903a57a → 0.4.5-develop-eeccf7adf4

package/src/modules/customers/__integration__/TC-CRM-015.spec.ts

@@ -1,89 +0,0 @@
-import { expect, test } from '@playwright/test';
-import { createCompanyFixture, deleteEntityIfExists } from '@open-mercato/core/modules/core/__integration__/helpers/crmFixtures';
-import { getAuthToken } from '@open-mercato/core/modules/core/__integration__/helpers/api';
-import { login } from '@open-mercato/core/modules/core/__integration__/helpers/auth';
-
-/**
- * TC-CRM-015: Customer Search and Filter
- * Source: .ai/qa/scenarios/TC-CRM-015-customer-search-filter.md
- */
-test.describe('TC-CRM-015: Customer Search and Filter', () => {
-  test('should search companies by name/email and filter by status, lifecycle and tag', async ({ page, request }) => {
-    let token: string | null = null;
-    let companyId: string | null = null;
-
-    const companyName = `QA TC-CRM-015 Co ${Date.now()}`;
-    const companyEmail = `qa.crm015.${Date.now()}@example.com`;
-    const companyTag = `qa-filter-${Date.now()}`;
-
-    try {
-      token = await getAuthToken(request);
-      companyId = await createCompanyFixture(request, token, companyName);
-
-      await login(page, 'admin');
-      await page.goto(`/backend/customers/companies/${companyId}`);
-
-      await page.getByRole('button', { name: /Primary email/i }).click();
-      await page.getByRole('textbox', { name: /Add email|name@example.com/i }).fill(companyEmail);
-      await page.getByRole('button', { name: /Save .*Ctrl\+Enter/i }).first().click();
-      await expect(page.getByText(companyEmail, { exact: true })).toBeVisible();
-
-      await page.getByRole('button', { name: /^Status/i }).click();
-      await page
-        .locator('select')
-        .filter({ has: page.locator('option', { hasText: 'Active' }) })
-        .first()
-        .selectOption({ label: 'Active' });
-      await page.getByRole('button', { name: /Save .*Ctrl\+Enter/i }).first().click();
-      await expect(page.getByRole('button', { name: /Status\s+Active/i })).toBeVisible();
-
-      await page.getByRole('button', { name: /Lifecycle stage/i }).click();
-      await page
-        .locator('select')
-        .filter({ has: page.locator('option', { hasText: 'Prospect' }) })
-        .first()
-        .selectOption({ label: 'Prospect' });
-      await page.getByRole('button', { name: /Save .*Ctrl\+Enter/i }).first().click();
-      await expect(page.getByRole('button', { name: /Lifecycle stage\s+Prospect/i })).toBeVisible();
-
-      await page.getByRole('heading', { name: 'Tags' }).locator('xpath=ancestor::div[1]').getByRole('button').click();
-      const tagInput = page.getByRole('textbox', { name: 'Type to add tags' });
-      await tagInput.fill(companyTag);
-      await tagInput.press('Enter');
-      await page.getByRole('button', { name: /Save .*Ctrl\+Enter/i }).click();
-      await expect(page.getByText(companyTag)).toBeVisible();
-
-      await page.goto('/backend/customers/companies');
-
-      const search = page.getByRole('textbox', { name: /Search companies/i });
-      await search.fill(companyName);
-      await expect(page.getByRole('link', { name: companyName, exact: true })).toBeVisible();
-
-      await search.fill(companyEmail);
-      await expect(page.getByRole('link', { name: companyName, exact: true })).toBeVisible();
-
-      await search.fill('');
-      await page.getByRole('button', { name: 'Filters' }).click();
-      const filtersDialog = page.getByRole('heading', { name: 'Filters' }).locator('xpath=ancestor::div[2]');
-      await expect(filtersDialog.getByRole('combobox').nth(2)).toBeVisible();
-      await filtersDialog.getByRole('combobox').nth(0).selectOption({ label: 'Active' });
-      await filtersDialog.getByRole('combobox').nth(2).selectOption({ label: 'Prospect' });
-      const filterTagInput = filtersDialog.getByRole('textbox', { name: 'Add tag and press Enter' });
-      await filterTagInput.fill(companyTag);
-      await filterTagInput.press('Enter');
-      await filtersDialog.getByRole('button', { name: 'Apply' }).first().click();
-
-      await expect(page.getByRole('button', { name: /Status:\s*Active/i })).toBeVisible();
-      await expect(page.getByRole('button', { name: /Lifecycle stage:\s*Prospect/i })).toBeVisible();
-
-      await expect(page.getByRole('link', { name: companyName, exact: true })).toBeVisible();
-
-      await page.getByRole('button', { name: 'Filters' }).click();
-      await filtersDialog.getByRole('button', { name: 'Clear' }).first().click();
-      await filtersDialog.getByRole('button', { name: 'Apply' }).first().click();
-      await expect(page.getByRole('link', { name: companyName, exact: true })).toBeVisible();
-    } finally {
-      await deleteEntityIfExists(request, token, '/api/customers/companies', companyId);
-    }
-  });
-});

package/src/modules/customers/__integration__/TC-CRM-016.spec.ts

@@ -1,55 +0,0 @@
-import { expect, test } from '@playwright/test';
-import { login } from '@open-mercato/core/modules/core/__integration__/helpers/auth';
-import { getAuthToken } from '@open-mercato/core/modules/core/__integration__/helpers/api';
-import { createCompanyFixture, deleteEntityIfExists } from '@open-mercato/core/modules/core/__integration__/helpers/crmFixtures';
-
-/**
- * TC-CRM-016: Company Note And Activity CRUD
- */
-test.describe('TC-CRM-016: Company Note And Activity CRUD', () => {
-  test('should add a company note and log an activity', async ({ page, request }) => {
-    let token: string | null = null;
-    let companyId: string | null = null;
-
-    try {
-      token = await getAuthToken(request);
-      companyId = await createCompanyFixture(request, token, `QA TC-CRM-016 Company ${Date.now()}`);
-
-      await login(page, 'admin');
-      await page.goto(`/backend/customers/companies/${companyId}`);
-
-      const noteText = `QA company note ${Date.now()}`;
-      await page.getByRole('button', { name: /Create( a)? note|Add( a)? note/i }).first().click();
-      await page.getByRole('textbox', { name: /Write a note about this company/i }).fill(noteText);
-      await page.getByRole('button', { name: /Add note.*Ctrl\+Enter|Save note.*Ctrl\+Enter/i }).first().click();
-      await expect(page.getByText(noteText)).toBeVisible();
-
-      const activitySubject = `QA company activity ${Date.now()}`;
-      const activitiesTab = page.getByRole('tab', { name: 'Activities' });
-      if ((await activitiesTab.count()) > 0) {
-        await activitiesTab.click();
-      } else {
-        await page.getByRole('button', { name: /^Activities$/i }).click();
-      }
-      await page.getByRole('button', { name: /Log activity|Add an activity/i }).first().click();
-
-      const dialog = page.getByRole('dialog', { name: 'Add activity' });
-      await expect(dialog).toBeVisible();
-      const activityType = dialog.getByRole('combobox').first();
-      await expect(activityType).toBeVisible();
-      await activityType.selectOption({ label: 'Call' }).catch(async () => {
-        await activityType.click();
-        await dialog.getByRole('option', { name: /^Call$/i }).click();
-      });
-      await dialog.getByRole('textbox', { name: 'Add a subject (optional)' }).fill(activitySubject);
-      await dialog.getByRole('textbox', { name: 'Describe the interaction' }).fill('QA activity description');
-      await dialog.getByRole('button', { name: /Save activity/ }).click();
-      await expect(dialog).toBeHidden();
-
-      await expect(page.getByText('No activities yet')).toHaveCount(0);
-      await expect(page.getByText(activitySubject).first()).toBeVisible();
-    } finally {
-      await deleteEntityIfExists(request, token, '/api/customers/companies', companyId);
-    }
-  });
-});

package/src/modules/customers/__integration__/TC-CRM-017.spec.ts

@@ -1,37 +0,0 @@
-import { expect, test } from '@playwright/test';
-import { login } from '@open-mercato/core/modules/core/__integration__/helpers/auth';
-import { getAuthToken } from '@open-mercato/core/modules/core/__integration__/helpers/api';
-import { createCompanyFixture, deleteEntityIfExists } from '@open-mercato/core/modules/core/__integration__/helpers/crmFixtures';
-
-/**
- * TC-CRM-017: Company Delete And Undo
- */
-test.describe('TC-CRM-017: Company Delete And Undo', () => {
-  test('should delete a company and restore it via undo', async ({ page, request }) => {
-    let token: string | null = null;
-    let companyId: string | null = null;
-    const companyName = `QA TC-CRM-017 ${Date.now()}`;
-
-    try {
-      token = await getAuthToken(request);
-      companyId = await createCompanyFixture(request, token, companyName);
-
-      await login(page, 'admin');
-      await page.goto('/backend/customers/companies');
-      await page.getByRole('textbox', { name: 'Search companies' }).fill(companyName);
-      await page.getByRole('link', { name: companyName, exact: true }).click();
-
-      await page.getByRole('button', { name: 'Delete company' }).click();
-      await page.getByRole('button', { name: 'Confirm' }).click();
-
-      await expect(page).toHaveURL(/\/backend\/customers\/companies$/);
-      await expect(page.getByRole('button', { name: /^Undo(?: last action)?$/ })).toBeVisible();
-      await page.getByRole('button', { name: /^Undo(?: last action)?$/ }).click();
-
-      await page.getByRole('textbox', { name: 'Search companies' }).fill(companyName);
-      await expect(page.getByRole('link', { name: companyName, exact: true })).toBeVisible();
-    } finally {
-      await deleteEntityIfExists(request, token, '/api/customers/companies', companyId);
-    }
-  });
-});

package/src/modules/customers/__integration__/TC-CRM-018.spec.ts

@@ -1,62 +0,0 @@
-import { expect, test } from '@playwright/test';
-import { login } from '@open-mercato/core/modules/core/__integration__/helpers/auth';
-import { getAuthToken } from '@open-mercato/core/modules/core/__integration__/helpers/api';
-import { createCompanyFixture, createPersonFixture, deleteEntityIfExists } from '@open-mercato/core/modules/core/__integration__/helpers/crmFixtures';
-
-/**
- * TC-CRM-018: Person Display Name Edit And Undo
- */
-test.describe('TC-CRM-018: Person Display Name Edit And Undo', () => {
-  test('should edit person display name and undo the update', async ({ page, request }) => {
-    let token: string | null = null;
-    let companyId: string | null = null;
-    let personId: string | null = null;
-
-    try {
-      token = await getAuthToken(request);
-      const originalName = `QA TC-CRM-018 Person ${Date.now()}`;
-      companyId = await createCompanyFixture(request, token, `QA TC-CRM-018 Company ${Date.now()}`);
-      personId = await createPersonFixture(request, token, {
-        firstName: 'QA',
-        lastName: 'TCCRM018',
-        displayName: originalName,
-        companyEntityId: companyId,
-      });
-
-      await login(page, 'admin');
-      await page.goto(`/backend/customers/people/${personId}`);
-
-      const displayNameButton = page.getByRole('button', { name: /^Display name / }).first();
-      await expect(displayNameButton).toBeVisible();
-      const editButton = displayNameButton.locator('xpath=..').getByRole('button').nth(1);
-      await editButton.click();
-
-      let input = page.getByPlaceholder(/Enter (display name|full name|name)/i).first();
-      if ((await input.count()) === 0) {
-        input = page.locator('main input[type="text"]').first();
-      }
-      await expect(input).toBeVisible();
-      const updatedName = `${originalName} QA`;
-
-      await input.fill(updatedName);
-      await input.locator('xpath=ancestor::div[1]').getByRole('button', { name: /^Save/ }).click();
-
-      const readDisplayName = async (): Promise<string> => {
-        const editInput = page.getByRole('textbox', { name: /Enter display name/i }).first();
-        if ((await editInput.count()) > 0) {
-          return ((await editInput.inputValue()) || '').replace(/\s+/g, ' ').trim();
-        }
-        const summaryButton = page.getByRole('button', { name: /^Display name / }).first();
-        const raw = ((await summaryButton.innerText()) || '').trim();
-        return raw.replace(/^display name\s+/i, '').replace(/\s+/g, ' ').trim();
-      };
-
-      await expect.poll(readDisplayName).toContain(updatedName);
-      await page.getByRole('button', { name: /^Undo(?: last action)?$/ }).click();
-      await expect.poll(readDisplayName).toContain(originalName);
-    } finally {
-      await deleteEntityIfExists(request, token, '/api/customers/people', personId);
-      await deleteEntityIfExists(request, token, '/api/customers/companies', companyId);
-    }
-  });
-});

package/src/modules/customers/__integration__/TC-CRM-019.spec.ts

@@ -1,44 +0,0 @@
-import { expect, test } from '@playwright/test';
-import { login } from '@open-mercato/core/modules/core/__integration__/helpers/auth';
-import { getAuthToken } from '@open-mercato/core/modules/core/__integration__/helpers/api';
-import { createDealFixture, createPersonFixture, deleteEntityIfExists } from '@open-mercato/core/modules/core/__integration__/helpers/crmFixtures';
-
-/**
- * TC-CRM-019: Deal Association Remove And Undo
- */
-test.describe('TC-CRM-019: Deal Association Remove And Undo', () => {
-  test('should remove a linked person from deal and restore via undo', async ({ page, request }) => {
-    let token: string | null = null;
-    let personId: string | null = null;
-    let dealId: string | null = null;
-    const personDisplayName = `QA TC-CRM-019 Person ${Date.now()}`;
-
-    try {
-      token = await getAuthToken(request);
-      personId = await createPersonFixture(request, token, {
-        firstName: 'QA',
-        lastName: `TCCRM019${Date.now()}`,
-        displayName: personDisplayName,
-      });
-      dealId = await createDealFixture(request, token, {
-        title: `QA TC-CRM-019 Deal ${Date.now()}`,
-        personIds: [personId],
-      });
-
-      await login(page, 'admin');
-      await page.goto(`/backend/customers/deals/${dealId}`);
-
-      const removeButtonName = `Remove ${personDisplayName}`;
-      await expect(page.getByRole('button', { name: removeButtonName, exact: true })).toBeVisible();
-      await page.getByRole('button', { name: removeButtonName, exact: true }).click();
-      await page.getByRole('button', { name: /Update deal/ }).click();
-
-      await expect(page.getByRole('button', { name: removeButtonName, exact: true })).toHaveCount(0);
-      await page.getByRole('button', { name: /^Undo(?: last action)?$/ }).click();
-      await expect(page.getByRole('button', { name: removeButtonName, exact: true })).toBeVisible();
-    } finally {
-      await deleteEntityIfExists(request, token, '/api/customers/deals', dealId);
-      await deleteEntityIfExists(request, token, '/api/customers/people', personId);
-    }
-  });
-});

package/src/modules/customers/__integration__/TC-CRM-020.spec.ts

@@ -1,73 +0,0 @@
-import { expect, test } from '@playwright/test';
-import { login } from '@open-mercato/core/modules/core/__integration__/helpers/auth';
-import { getAuthToken } from '@open-mercato/core/modules/core/__integration__/helpers/api';
-import {
-  createCompanyFixture,
-  createDealFixture,
-  createPersonFixture,
-  deleteEntityIfExists,
-} from '@open-mercato/core/modules/core/__integration__/helpers/crmFixtures';
-
-/**
- * TC-CRM-020: Deal Note And Activity Creation
- */
-test.describe('TC-CRM-020: Deal Note And Activity Creation', () => {
-  test('should add a deal note and log a deal activity', async ({ page, request }) => {
-    let token: string | null = null;
-    let companyId: string | null = null;
-    let personId: string | null = null;
-    let dealId: string | null = null;
-
-    try {
-      token = await getAuthToken(request);
-      companyId = await createCompanyFixture(request, token, `QA TC-CRM-020 Company ${Date.now()}`);
-      personId = await createPersonFixture(request, token, {
-        firstName: 'QA',
-        lastName: `TCCRM020${Date.now()}`,
-        displayName: `QA TC-CRM-020 Person ${Date.now()}`,
-        companyEntityId: companyId,
-      });
-      dealId = await createDealFixture(request, token, {
-        title: `QA TC-CRM-020 Deal ${Date.now()}`,
-        companyIds: [companyId],
-        personIds: [personId],
-      });
-
-      await login(page, 'admin');
-      await page.goto(`/backend/customers/deals/${dealId}`);
-
-      const noteText = `QA deal note ${Date.now()}`;
-      await page.getByRole('button', { name: /Add( a)? note/i }).first().click();
-      await page.getByRole('textbox', { name: /Write a note/i }).fill(noteText);
-      await page.getByRole('button', { name: /Add note.*Ctrl\+Enter/i }).click();
-      await expect(page.getByText(noteText)).toBeVisible();
-
-      const activitySubject = `QA deal activity ${Date.now()}`;
-      const activitiesTab = page.getByRole('tab', { name: 'Activities' });
-      if ((await activitiesTab.count()) > 0) {
-        await activitiesTab.click();
-      } else {
-        await page.getByRole('button', { name: 'Activities' }).click();
-      }
-      await page.getByRole('button', { name: /Log activity|Add an activity/i }).click();
-
-      const dialog = page.getByRole('dialog', { name: 'Add activity' });
-      const linkedDealSelect = dialog.getByRole('combobox').nth(1);
-      const linkedDealOptions = await linkedDealSelect.locator('option').count();
-      if (linkedDealOptions > 1) {
-        await linkedDealSelect.selectOption({ index: 1 });
-      }
-      const typeSelect = dialog.getByRole('combobox').nth(2);
-      await typeSelect.selectOption({ label: 'Call' });
-      await dialog.getByRole('textbox', { name: 'Add a subject (optional)' }).fill(activitySubject);
-      await dialog.getByRole('textbox', { name: 'Describe the interaction' }).fill('QA deal activity description');
-      await dialog.getByRole('button', { name: /Save activity/ }).click();
-      await expect(dialog).toBeHidden();
-      await expect(page.getByText('No activities yet')).toHaveCount(0);
-    } finally {
-      await deleteEntityIfExists(request, token, '/api/customers/deals', dealId);
-      await deleteEntityIfExists(request, token, '/api/customers/people', personId);
-      await deleteEntityIfExists(request, token, '/api/customers/companies', companyId);
-    }
-  });
-});

package/src/modules/customers/api/__tests__/utils.test.ts

@@ -1,61 +0,0 @@
-import { withScopedPayload } from '../utils'
-import { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'
-
-const translate = (key: string, fallback?: string) => fallback ?? key
-
-describe('customers api utils - withScopedPayload', () => {
-  it('throws when tenant context cannot be resolved', () => {
-    const ctx = { auth: { tenantId: null, orgId: null }, selectedOrganizationId: null }
-    expect(() => withScopedPayload(null, ctx as any, translate)).toThrow(CrudHttpError)
-    try {
-      withScopedPayload(null, ctx as any, translate)
-    } catch (error) {
-      expect(error).toBeInstanceOf(CrudHttpError)
-      expect((error as CrudHttpError).status).toBe(400)
-    }
-  })
-
-  it('resolves tenant and organization from context when missing in payload', () => {
-    const ctx = {
-      auth: { tenantId: 'tenant-1', orgId: 'auth-org' },
-      selectedOrganizationId: 'selected-org',
-    }
-    const scoped = withScopedPayload({ name: 'Ada' }, ctx as any, translate)
-    expect(scoped).toMatchObject({
-      name: 'Ada',
-      tenantId: 'tenant-1',
-      organizationId: 'selected-org',
-    })
-  })
-
-  it('prefers payload organizationId when provided', () => {
-    const ctx = {
-      auth: { tenantId: 'tenant-1', orgId: 'auth-org' },
-      selectedOrganizationId: 'selected-org',
-    }
-    const scoped = withScopedPayload(
-      { organizationId: 'payload-org' },
-      ctx as any,
-      translate
-    )
-    expect(scoped.organizationId).toBe('payload-org')
-  })
-
-  it('allows missing organization when explicitly disabled', () => {
-    const ctx = {
-      auth: { tenantId: 'tenant-1', orgId: null },
-      selectedOrganizationId: null,
-    }
-    const scoped = withScopedPayload(
-      { name: 'Grace' },
-      ctx as any,
-      translate,
-      { requireOrganization: false }
-    )
-    expect(scoped).toMatchObject({
-      name: 'Grace',
-      tenantId: 'tenant-1',
-    })
-    expect(scoped).not.toHaveProperty('organizationId')
-  })
-})

package/src/modules/customers/api/dashboard/widgets/new-deals/__tests__/route.test.ts

@@ -1,54 +0,0 @@
-import { GET } from '../route'
-
-// Minimal mocks for dependencies used by the route
-jest.mock('../../utils', () => ({
-  resolveWidgetScope: jest.fn(async () => ({
-    container: {},
-    em: {
-      find: jest.fn(async () => [
-        {
-          id: '11111111-1111-1111-1111-111111111111',
-          title: 'Deal A',
-          status: 'open',
-          organizationId: '22222222-2222-2222-2222-222222222222',
-          createdAt: new Date('2025-01-01T10:00:00.000Z'),
-          ownerUserId: null,
-          valueAmount: null,
-          valueCurrency: null,
-        },
-      ]),
-    },
-    tenantId: '33333333-3333-3333-3333-333333333333',
-    organizationIds: ['22222222-2222-2222-2222-222222222222'],
-  })),
-}))
-
-jest.mock('@open-mercato/shared/lib/i18n/server', () => ({
-  resolveTranslations: async () => ({
-    translate: (k: string, fb?: string) => fb ?? k,
-  }),
-}))
-
-describe('customers new-deals widget route', () => {
-  it('returns 200 with items on happy path', async () => {
-    const req = new Request('http://localhost/api?limit=5')
-    const res = await GET(req)
-    expect(res.status).toBe(200)
-    const body = await res.json()
-    expect(Array.isArray(body.items)).toBe(true)
-    expect(body.items[0]).toMatchObject({
-      id: '11111111-1111-1111-1111-111111111111',
-      title: 'Deal A',
-      status: 'open',
-      organizationId: '22222222-2222-2222-2222-222222222222',
-    })
-  })
-
-  it('returns 400 on invalid limit', async () => {
-    const req = new Request('http://localhost/api?limit=0')
-    const res = await GET(req)
-    expect(res.status).toBe(400)
-    const body = await res.json()
-    expect(body).toHaveProperty('error')
-  })
-})