@open-mercato/core 0.5.1-develop.2663.2c29774b5b → 0.5.1-develop.2681.c559bb2bc3

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (687) hide show
  1. package/.turbo/turbo-build.log +1 -1
  2. package/dist/generated/entities/action_log/index.js +8 -0
  3. package/dist/generated/entities/action_log/index.js.map +2 -2
  4. package/dist/generated/entities/customer_company_billing/index.js +23 -0
  5. package/dist/generated/entities/customer_company_billing/index.js.map +7 -0
  6. package/dist/generated/entities/customer_deal/index.js +8 -0
  7. package/dist/generated/entities/customer_deal/index.js.map +2 -2
  8. package/dist/generated/entities/customer_deal_stage_transition/index.js +31 -0
  9. package/dist/generated/entities/customer_deal_stage_transition/index.js.map +7 -0
  10. package/dist/generated/entities/customer_dictionary_kind_setting/index.js +21 -0
  11. package/dist/generated/entities/customer_dictionary_kind_setting/index.js.map +7 -0
  12. package/dist/generated/entities/customer_entity/index.js +8 -0
  13. package/dist/generated/entities/customer_entity/index.js.map +2 -2
  14. package/dist/generated/entities/customer_entity_role/index.js +23 -0
  15. package/dist/generated/entities/customer_entity_role/index.js.map +7 -0
  16. package/dist/generated/entities/customer_interaction/index.js +23 -1
  17. package/dist/generated/entities/customer_interaction/index.js.map +2 -2
  18. package/dist/generated/entities/customer_label/index.js +19 -0
  19. package/dist/generated/entities/customer_label/index.js.map +7 -0
  20. package/dist/generated/entities/customer_label_assignment/index.js +17 -0
  21. package/dist/generated/entities/customer_label_assignment/index.js.map +7 -0
  22. package/dist/generated/entities/customer_person_company_link/index.js +21 -0
  23. package/dist/generated/entities/customer_person_company_link/index.js.map +7 -0
  24. package/dist/generated/entities/customer_person_company_role/index.js +17 -0
  25. package/dist/generated/entities/customer_person_company_role/index.js.map +7 -0
  26. package/dist/generated/entities/dictionary_entry/index.js +4 -0
  27. package/dist/generated/entities/dictionary_entry/index.js.map +2 -2
  28. package/dist/generated/entities.ids.generated.js +9 -1
  29. package/dist/generated/entities.ids.generated.js.map +2 -2
  30. package/dist/generated/entity-fields-registry.js +116 -1
  31. package/dist/generated/entity-fields-registry.js.map +2 -2
  32. package/dist/modules/attachments/api/route.js +46 -8
  33. package/dist/modules/attachments/api/route.js.map +2 -2
  34. package/dist/modules/audit_logs/api/audit-logs/actions/export/route.js +208 -0
  35. package/dist/modules/audit_logs/api/audit-logs/actions/export/route.js.map +7 -0
  36. package/dist/modules/audit_logs/api/audit-logs/actions/route.js +52 -6
  37. package/dist/modules/audit_logs/api/audit-logs/actions/route.js.map +2 -2
  38. package/dist/modules/audit_logs/cli.js +62 -0
  39. package/dist/modules/audit_logs/cli.js.map +7 -0
  40. package/dist/modules/audit_logs/data/entities.js +21 -1
  41. package/dist/modules/audit_logs/data/entities.js.map +2 -2
  42. package/dist/modules/audit_logs/data/validators.js +9 -1
  43. package/dist/modules/audit_logs/data/validators.js.map +2 -2
  44. package/dist/modules/audit_logs/lib/changeRows.js +34 -0
  45. package/dist/modules/audit_logs/lib/changeRows.js.map +7 -0
  46. package/dist/modules/audit_logs/lib/display-helpers.js +2 -20
  47. package/dist/modules/audit_logs/lib/display-helpers.js.map +3 -3
  48. package/dist/modules/audit_logs/lib/projections.js +58 -0
  49. package/dist/modules/audit_logs/lib/projections.js.map +7 -0
  50. package/dist/modules/audit_logs/migrations/Migration20260412160533.js +21 -0
  51. package/dist/modules/audit_logs/migrations/Migration20260412160533.js.map +7 -0
  52. package/dist/modules/audit_logs/services/actionLogService.js +313 -79
  53. package/dist/modules/audit_logs/services/actionLogService.js.map +2 -2
  54. package/dist/modules/customers/acl.js +3 -1
  55. package/dist/modules/customers/acl.js.map +2 -2
  56. package/dist/modules/customers/api/activities/route.js +4 -0
  57. package/dist/modules/customers/api/activities/route.js.map +2 -2
  58. package/dist/modules/customers/api/assignable-staff/route.js +208 -0
  59. package/dist/modules/customers/api/assignable-staff/route.js.map +7 -0
  60. package/dist/modules/customers/api/companies/[id]/people/route.js +205 -0
  61. package/dist/modules/customers/api/companies/[id]/people/route.js.map +7 -0
  62. package/dist/modules/customers/api/companies/[id]/roles/route.js +22 -0
  63. package/dist/modules/customers/api/companies/[id]/roles/route.js.map +7 -0
  64. package/dist/modules/customers/api/companies/[id]/route.js +374 -32
  65. package/dist/modules/customers/api/companies/[id]/route.js.map +2 -2
  66. package/dist/modules/customers/api/companies/route.js +82 -7
  67. package/dist/modules/customers/api/companies/route.js.map +2 -2
  68. package/dist/modules/customers/api/deals/[id]/companies/route.js +172 -0
  69. package/dist/modules/customers/api/deals/[id]/companies/route.js.map +7 -0
  70. package/dist/modules/customers/api/deals/[id]/people/route.js +156 -0
  71. package/dist/modules/customers/api/deals/[id]/people/route.js.map +7 -0
  72. package/dist/modules/customers/api/deals/[id]/route.js +459 -53
  73. package/dist/modules/customers/api/deals/[id]/route.js.map +2 -2
  74. package/dist/modules/customers/api/deals/[id]/stats/route.js +195 -0
  75. package/dist/modules/customers/api/deals/[id]/stats/route.js.map +7 -0
  76. package/dist/modules/customers/api/deals/route.js +20 -10
  77. package/dist/modules/customers/api/deals/route.js.map +3 -3
  78. package/dist/modules/customers/api/dictionaries/[kind]/[id]/route.js +105 -4
  79. package/dist/modules/customers/api/dictionaries/[kind]/[id]/route.js.map +2 -2
  80. package/dist/modules/customers/api/dictionaries/[kind]/route.js +118 -42
  81. package/dist/modules/customers/api/dictionaries/[kind]/route.js.map +2 -2
  82. package/dist/modules/customers/api/dictionaries/context.js +30 -6
  83. package/dist/modules/customers/api/dictionaries/context.js.map +2 -2
  84. package/dist/modules/customers/api/dictionaries/kind-settings/route.js +207 -0
  85. package/dist/modules/customers/api/dictionaries/kind-settings/route.js.map +7 -0
  86. package/dist/modules/customers/api/entity-roles-factory.js +471 -0
  87. package/dist/modules/customers/api/entity-roles-factory.js.map +7 -0
  88. package/dist/modules/customers/api/interactions/conflicts/route.js +158 -0
  89. package/dist/modules/customers/api/interactions/conflicts/route.js.map +7 -0
  90. package/dist/modules/customers/api/interactions/counts/route.js +92 -0
  91. package/dist/modules/customers/api/interactions/counts/route.js.map +7 -0
  92. package/dist/modules/customers/api/interactions/route.js +83 -4
  93. package/dist/modules/customers/api/interactions/route.js.map +2 -2
  94. package/dist/modules/customers/api/labels/assign/route.js +189 -0
  95. package/dist/modules/customers/api/labels/assign/route.js.map +7 -0
  96. package/dist/modules/customers/api/labels/auth.js +17 -0
  97. package/dist/modules/customers/api/labels/auth.js.map +7 -0
  98. package/dist/modules/customers/api/labels/route.js +281 -0
  99. package/dist/modules/customers/api/labels/route.js.map +7 -0
  100. package/dist/modules/customers/api/labels/table-errors.js +38 -0
  101. package/dist/modules/customers/api/labels/table-errors.js.map +7 -0
  102. package/dist/modules/customers/api/labels/unassign/route.js +184 -0
  103. package/dist/modules/customers/api/labels/unassign/route.js.map +7 -0
  104. package/dist/modules/customers/api/people/[id]/companies/[linkId]/route.js +292 -0
  105. package/dist/modules/customers/api/people/[id]/companies/[linkId]/route.js.map +7 -0
  106. package/dist/modules/customers/api/people/[id]/companies/context.js +66 -0
  107. package/dist/modules/customers/api/people/[id]/companies/context.js.map +7 -0
  108. package/dist/modules/customers/api/people/[id]/companies/enriched/route.js +334 -0
  109. package/dist/modules/customers/api/people/[id]/companies/enriched/route.js.map +7 -0
  110. package/dist/modules/customers/api/people/[id]/companies/route.js +205 -0
  111. package/dist/modules/customers/api/people/[id]/companies/route.js.map +7 -0
  112. package/dist/modules/customers/api/people/[id]/roles/route.js +22 -0
  113. package/dist/modules/customers/api/people/[id]/roles/route.js.map +7 -0
  114. package/dist/modules/customers/api/people/[id]/route.js +134 -21
  115. package/dist/modules/customers/api/people/[id]/route.js.map +2 -2
  116. package/dist/modules/customers/api/people/route.js +122 -23
  117. package/dist/modules/customers/api/people/route.js.map +2 -2
  118. package/dist/modules/customers/api/todos/route.js +4 -0
  119. package/dist/modules/customers/api/todos/route.js.map +2 -2
  120. package/dist/modules/customers/api/utils.js +22 -0
  121. package/dist/modules/customers/api/utils.js.map +2 -2
  122. package/dist/modules/customers/backend/config/customers/page.js +2 -6
  123. package/dist/modules/customers/backend/config/customers/page.js.map +2 -2
  124. package/dist/modules/customers/backend/customers/companies/page.js +37 -26
  125. package/dist/modules/customers/backend/customers/companies/page.js.map +2 -2
  126. package/dist/modules/customers/backend/customers/companies-v2/[id]/page.js +265 -262
  127. package/dist/modules/customers/backend/customers/companies-v2/[id]/page.js.map +3 -3
  128. package/dist/modules/customers/backend/customers/deals/[id]/hooks/formatters.js +23 -0
  129. package/dist/modules/customers/backend/customers/deals/[id]/hooks/formatters.js.map +7 -0
  130. package/dist/modules/customers/backend/customers/deals/[id]/hooks/types.js +1 -0
  131. package/dist/modules/customers/backend/customers/deals/[id]/hooks/types.js.map +7 -0
  132. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealActivities.js +43 -0
  133. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealActivities.js.map +7 -0
  134. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealAssociations.js +264 -0
  135. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealAssociations.js.map +7 -0
  136. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealClosure.js +88 -0
  137. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealClosure.js.map +7 -0
  138. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealData.js +41 -0
  139. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealData.js.map +7 -0
  140. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealFormHandlers.js +66 -0
  141. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealFormHandlers.js.map +7 -0
  142. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealInjectedTabs.js +39 -0
  143. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealInjectedTabs.js.map +7 -0
  144. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealMutationContext.js +49 -0
  145. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealMutationContext.js.map +7 -0
  146. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealPipeline.js +43 -0
  147. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useDealPipeline.js.map +7 -0
  148. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useScheduleDialog.js +28 -0
  149. package/dist/modules/customers/backend/customers/deals/[id]/hooks/useScheduleDialog.js.map +7 -0
  150. package/dist/modules/customers/backend/customers/deals/[id]/page.js +556 -503
  151. package/dist/modules/customers/backend/customers/deals/[id]/page.js.map +3 -3
  152. package/dist/modules/customers/backend/customers/deals/page.js +66 -21
  153. package/dist/modules/customers/backend/customers/deals/page.js.map +2 -2
  154. package/dist/modules/customers/backend/customers/people/page.js +36 -28
  155. package/dist/modules/customers/backend/customers/people/page.js.map +2 -2
  156. package/dist/modules/customers/backend/customers/people-v2/[id]/page.js +318 -203
  157. package/dist/modules/customers/backend/customers/people-v2/[id]/page.js.map +3 -3
  158. package/dist/modules/customers/cli.js +105 -13
  159. package/dist/modules/customers/cli.js.map +2 -2
  160. package/dist/modules/customers/commands/activities.js +6 -0
  161. package/dist/modules/customers/commands/activities.js.map +2 -2
  162. package/dist/modules/customers/commands/deals.js +315 -107
  163. package/dist/modules/customers/commands/deals.js.map +2 -2
  164. package/dist/modules/customers/commands/dictionaries.js +166 -32
  165. package/dist/modules/customers/commands/dictionaries.js.map +2 -2
  166. package/dist/modules/customers/commands/dictionaryKindSettings.js +208 -0
  167. package/dist/modules/customers/commands/dictionaryKindSettings.js.map +7 -0
  168. package/dist/modules/customers/commands/entity-roles.js +415 -0
  169. package/dist/modules/customers/commands/entity-roles.js.map +7 -0
  170. package/dist/modules/customers/commands/index.js +4 -0
  171. package/dist/modules/customers/commands/index.js.map +2 -2
  172. package/dist/modules/customers/commands/interactions.js +108 -21
  173. package/dist/modules/customers/commands/interactions.js.map +2 -2
  174. package/dist/modules/customers/commands/labels.js +539 -0
  175. package/dist/modules/customers/commands/labels.js.map +7 -0
  176. package/dist/modules/customers/commands/people.js +560 -463
  177. package/dist/modules/customers/commands/people.js.map +3 -3
  178. package/dist/modules/customers/commands/personCompanyLinks.js +568 -0
  179. package/dist/modules/customers/commands/personCompanyLinks.js.map +7 -0
  180. package/dist/modules/customers/commands/shared.js +12 -4
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  182. package/dist/modules/customers/commands/todos.js +10 -1
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  184. package/dist/modules/customers/components/AddressEditor.js +1 -1
  185. package/dist/modules/customers/components/AddressEditor.js.map +2 -2
  186. package/dist/modules/customers/components/CustomersConfigurationSections.js +31 -0
  187. package/dist/modules/customers/components/CustomersConfigurationSections.js.map +7 -0
  188. package/dist/modules/customers/components/DictionarySettings.js +37 -2
  189. package/dist/modules/customers/components/DictionarySettings.js.map +2 -2
  190. package/dist/modules/customers/components/detail/ActiveDealCard.js +121 -0
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  565. package/src/modules/customers/components/detail/CompanyDashboardTab.tsx +161 -0
  566. package/src/modules/customers/components/detail/CompanyDetailHeader.tsx +243 -0
  567. package/src/modules/customers/components/detail/CompanyDetailTabs.tsx +172 -0
  568. package/src/modules/customers/components/detail/CompanyKpiBar.tsx +206 -0
  569. package/src/modules/customers/components/detail/CompanyPeopleSection.tsx +582 -288
  570. package/src/modules/customers/components/detail/CompanyTagsDialog.tsx +23 -0
  571. package/src/modules/customers/components/detail/ConfirmDealLostDialog.tsx +210 -0
  572. package/src/modules/customers/components/detail/CreatePersonDialog.tsx +178 -0
  573. package/src/modules/customers/components/detail/DealClosureActionBar.tsx +63 -0
  574. package/src/modules/customers/components/detail/DealDetailHeader.tsx +335 -0
  575. package/src/modules/customers/components/detail/DealDetailTabs.tsx +154 -0
  576. package/src/modules/customers/components/detail/DealForm.tsx +253 -101
  577. package/src/modules/customers/components/detail/DealLinkedEntitiesTab.tsx +349 -0
  578. package/src/modules/customers/components/detail/DealLostSummaryDialog.tsx +156 -0
  579. package/src/modules/customers/components/detail/DealWonPopup.tsx +164 -0
  580. package/src/modules/customers/components/detail/DealsSection.tsx +276 -221
  581. package/src/modules/customers/components/detail/DecisionMakersFooter.tsx +56 -0
  582. package/src/modules/customers/components/detail/EntityTagsDialog.tsx +1372 -0
  583. package/src/modules/customers/components/detail/InlineActivityComposer.tsx +239 -0
  584. package/src/modules/customers/components/detail/ManageTagsDialog.tsx +1331 -0
  585. package/src/modules/customers/components/detail/MiniWeekCalendar.tsx +338 -0
  586. package/src/modules/customers/components/detail/MobilePersonDetail.tsx +124 -0
  587. package/src/modules/customers/components/detail/NextStepCard.tsx +104 -0
  588. package/src/modules/customers/components/detail/PersonCard.tsx +238 -0
  589. package/src/modules/customers/components/detail/PersonCompaniesSection.tsx +426 -0
  590. package/src/modules/customers/components/detail/PersonDetailHeader.tsx +294 -0
  591. package/src/modules/customers/components/detail/PersonDetailTabs.tsx +172 -0
  592. package/src/modules/customers/components/detail/PersonTagsDialog.tsx +26 -0
  593. package/src/modules/customers/components/detail/PipelineStepper.tsx +245 -0
  594. package/src/modules/customers/components/detail/PlannedActivitiesSection.tsx +255 -0
  595. package/src/modules/customers/components/detail/RelationshipHealthCard.tsx +63 -0
  596. package/src/modules/customers/components/detail/RoleAssignmentRow.tsx +248 -0
  597. package/src/modules/customers/components/detail/RolesSection.tsx +311 -0
  598. package/src/modules/customers/components/detail/ScheduleActivityDialog.tsx +481 -0
  599. package/src/modules/customers/components/detail/aiActionCatalog.ts +77 -0
  600. package/src/modules/customers/components/detail/assignableStaff.ts +124 -0
  601. package/src/modules/customers/components/detail/dashboard/ActiveDealWidget.tsx +63 -0
  602. package/src/modules/customers/components/detail/dashboard/OpenTasksWidget.tsx +114 -0
  603. package/src/modules/customers/components/detail/dashboard/RecentActivityWidget.tsx +69 -0
  604. package/src/modules/customers/components/detail/dashboard/RelationshipHealthWidget.tsx +40 -0
  605. package/src/modules/customers/components/detail/dashboard/UpcomingMeetingsWidget.tsx +64 -0
  606. package/src/modules/customers/components/detail/dashboard/helpers.ts +78 -0
  607. package/src/modules/customers/components/detail/healthScoreUtils.ts +91 -0
  608. package/src/modules/customers/components/detail/hooks/useCurrencyDictionary.ts +8 -8
  609. package/src/modules/customers/components/detail/hooks/useCustomerDictionary.ts +10 -6
  610. package/src/modules/customers/components/detail/hooks/useInteractionMutations.ts +91 -0
  611. package/src/modules/customers/components/detail/notesAdapter.ts +91 -30
  612. package/src/modules/customers/components/detail/pipelineStageUtils.ts +29 -0
  613. package/src/modules/customers/components/detail/schedule/DateTimeFields.tsx +187 -0
  614. package/src/modules/customers/components/detail/schedule/FooterFields.tsx +79 -0
  615. package/src/modules/customers/components/detail/schedule/LinkedEntitiesField.tsx +277 -0
  616. package/src/modules/customers/components/detail/schedule/LocationField.tsx +42 -0
  617. package/src/modules/customers/components/detail/schedule/ParticipantsField.tsx +255 -0
  618. package/src/modules/customers/components/detail/schedule/fieldConfig.ts +70 -0
  619. package/src/modules/customers/components/detail/schedule/index.ts +9 -0
  620. package/src/modules/customers/components/detail/schedule/useScheduleFormState.ts +221 -0
  621. package/src/modules/customers/components/detail/types.ts +16 -0
  622. package/src/modules/customers/components/detail/utils.ts +25 -0
  623. package/src/modules/customers/components/formConfig.tsx +223 -28
  624. package/src/modules/customers/components/linking/LinkEntityDialog.tsx +920 -0
  625. package/src/modules/customers/components/linking/adapters/companyAdapter.tsx +398 -0
  626. package/src/modules/customers/components/linking/adapters/dealAdapter.tsx +578 -0
  627. package/src/modules/customers/components/linking/adapters/personAdapter.tsx +512 -0
  628. package/src/modules/customers/components/list/CollectionPreviewCell.tsx +66 -0
  629. package/src/modules/customers/data/entities.ts +353 -1
  630. package/src/modules/customers/data/validators.ts +170 -19
  631. package/src/modules/customers/events.ts +22 -0
  632. package/src/modules/customers/i18n/de.json +841 -2
  633. package/src/modules/customers/i18n/en.json +841 -2
  634. package/src/modules/customers/i18n/es.json +840 -1
  635. package/src/modules/customers/i18n/pl.json +841 -2
  636. package/src/modules/customers/lib/customerRoleTypes.ts +24 -0
  637. package/src/modules/customers/lib/dealClosureNotification.ts +64 -0
  638. package/src/modules/customers/lib/dealStageTransitionTable.ts +32 -0
  639. package/src/modules/customers/lib/dictionaries.ts +26 -10
  640. package/src/modules/customers/lib/interactionReadModel.ts +10 -0
  641. package/src/modules/customers/lib/personCompanies.ts +317 -0
  642. package/src/modules/customers/lib/personCompanyLinkTable.ts +58 -0
  643. package/src/modules/customers/lib/roleTypeUsage.ts +146 -0
  644. package/src/modules/customers/migrations/.snapshot-open-mercato.json +2747 -798
  645. package/src/modules/customers/migrations/Migration20260406214502.ts +19 -0
  646. package/src/modules/customers/migrations/Migration20260408135736.ts +15 -0
  647. package/src/modules/customers/migrations/Migration20260408225345.ts +23 -0
  648. package/src/modules/customers/migrations/Migration20260411075533.ts +30 -0
  649. package/src/modules/customers/migrations/Migration20260411103551.ts +13 -0
  650. package/src/modules/customers/migrations/Migration20260411130944.ts +30 -0
  651. package/src/modules/customers/migrations/Migration20260415095203.ts +13 -0
  652. package/src/modules/customers/migrations/Migration20260415135056.ts +22 -0
  653. package/src/modules/customers/migrations/Migration20260417140000.ts +15 -0
  654. package/src/modules/customers/migrations/Migration20260417160000.ts +17 -0
  655. package/src/modules/customers/migrations/Migration20260417235407.ts +13 -0
  656. package/src/modules/customers/setup.ts +15 -0
  657. package/src/modules/customers/subscribers/deal-closure-notification.ts +22 -0
  658. package/src/modules/customers/subscribers/deal-lost-notification.ts +22 -0
  659. package/src/modules/dictionaries/api/[dictionaryId]/entries/[entryId]/route.ts +2 -0
  660. package/src/modules/dictionaries/api/[dictionaryId]/entries/reorder/route.ts +162 -0
  661. package/src/modules/dictionaries/api/[dictionaryId]/entries/route.ts +6 -2
  662. package/src/modules/dictionaries/api/[dictionaryId]/entries/set-default/route.ts +162 -0
  663. package/src/modules/dictionaries/api/context.ts +9 -0
  664. package/src/modules/dictionaries/api/openapi.ts +17 -0
  665. package/src/modules/dictionaries/commands/entry-operations.ts +457 -0
  666. package/src/modules/dictionaries/commands/factory.ts +31 -3
  667. package/src/modules/dictionaries/commands/index.ts +1 -0
  668. package/src/modules/dictionaries/components/DictionaryTable.tsx +15 -6
  669. package/src/modules/dictionaries/data/entities.ts +9 -0
  670. package/src/modules/dictionaries/data/validators.ts +34 -0
  671. package/src/modules/dictionaries/events.ts +20 -0
  672. package/src/modules/dictionaries/i18n/de.json +2 -0
  673. package/src/modules/dictionaries/i18n/en.json +2 -0
  674. package/src/modules/dictionaries/i18n/es.json +2 -0
  675. package/src/modules/dictionaries/i18n/pl.json +2 -0
  676. package/src/modules/dictionaries/lib/clientEntries.ts +66 -0
  677. package/src/modules/dictionaries/migrations/.snapshot-open-mercato.json +185 -3
  678. package/src/modules/dictionaries/migrations/Migration20260410171544.ts +49 -0
  679. package/src/modules/inbox_ops/api/proposals/[id]/route.ts +4 -1
  680. package/src/modules/query_index/lib/engine.ts +9 -1
  681. package/src/modules/sales/components/documents/AddressesSection.tsx +92 -42
  682. package/src/modules/sales/i18n/de.json +28 -0
  683. package/src/modules/sales/i18n/en.json +28 -0
  684. package/src/modules/sales/i18n/es.json +28 -0
  685. package/src/modules/sales/i18n/pl.json +28 -0
  686. package/src/modules/sales/lib/dictionaries.ts +18 -0
  687. package/src/modules/sales/widgets/injection-table.ts +4 -0
@@ -3,9 +3,12 @@
3
3
  import * as React from 'react'
4
4
  import Link from 'next/link'
5
5
  import { useRouter, useSearchParams } from 'next/navigation'
6
+ import { User, Hash, Users, Building2 } from 'lucide-react'
6
7
  import { Page, PageBody } from '@open-mercato/ui/backend/Page'
7
8
  import { CrudForm } from '@open-mercato/ui/backend/CrudForm'
9
+ import { CollapsibleZoneLayout, type ZoneSectionDescriptor } from '@open-mercato/ui/backend/crud/CollapsibleZoneLayout'
8
10
  import { updateCrud, deleteCrud } from '@open-mercato/ui/backend/utils/crud'
11
+ import { apiCallOrThrow } from '@open-mercato/ui/backend/utils/apiCall'
9
12
  import { readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'
10
13
  import { createCrudFormError } from '@open-mercato/ui/backend/utils/serverErrors'
11
14
  import { E } from '#generated/entities.ids.generated'
@@ -13,62 +16,69 @@ import { flash } from '@open-mercato/ui/backend/FlashMessages'
13
16
  import { useT } from '@open-mercato/shared/lib/i18n/context'
14
17
  import { useOrganizationScopeDetail } from '@open-mercato/shared/lib/frontend/useOrganizationScope'
15
18
  import { Button } from '@open-mercato/ui/primitives/button'
16
- import { ErrorMessage, LoadingMessage, NotesSection, type SectionAction } from '@open-mercato/ui/backend/detail'
19
+ import { AttachmentsSection, ErrorMessage, LoadingMessage, type SectionAction } from '@open-mercato/ui/backend/detail'
20
+ import { useConfirmDialog } from '@open-mercato/ui/backend/confirm-dialog'
17
21
  import { InjectionSpot, useInjectionWidgets } from '@open-mercato/ui/backend/injection/InjectionSpot'
18
22
  import { useGuardedMutation } from '@open-mercato/ui/backend/injection/useGuardedMutation'
19
23
  import { createTranslatorWithFallback } from '@open-mercato/shared/lib/i18n/translate'
20
- import { renderDictionaryColor, renderDictionaryIcon } from '@open-mercato/core/modules/dictionaries/components/dictionaryAppearance'
21
- import { ICON_SUGGESTIONS } from '../../../../lib/dictionaries'
22
- import { createCustomerNotesAdapter } from '../../../../components/detail/notesAdapter'
23
- import { readMarkdownPreferenceCookie, writeMarkdownPreferenceCookie } from '../../../../lib/markdownPreference'
24
+
24
25
  import { ActivitiesSection } from '../../../../components/detail/ActivitiesSection'
25
26
  import { DealsSection } from '../../../../components/detail/DealsSection'
26
- import { AddressesSection } from '../../../../components/detail/AddressesSection'
27
27
  import { TasksSection } from '../../../../components/detail/TasksSection'
28
- import { TagsSection } from '../../../../components/detail/TagsSection'
29
28
  import type { TagSummary } from '../../../../components/detail/types'
30
- import { DetailTabsLayout } from '../../../../components/detail/DetailTabsLayout'
31
- import { PersonHighlightsSummary } from '../../../../components/detail/CustomerFormHighlights'
29
+ import { InlineActivityComposer } from '../../../../components/detail/InlineActivityComposer'
30
+ import { PlannedActivitiesSection } from '../../../../components/detail/PlannedActivitiesSection'
31
+ import { ScheduleActivityDialog, type ScheduleActivityEditData } from '../../../../components/detail/ScheduleActivityDialog'
32
+ import { PersonDetailHeader } from '../../../../components/detail/PersonDetailHeader'
33
+ import { ChangelogTab } from '../../../../components/detail/ChangelogTab'
34
+ import { PersonDetailTabs, resolveLegacyTab, type PersonTabId } from '../../../../components/detail/PersonDetailTabs'
35
+ import { PersonCompaniesSection } from '../../../../components/detail/PersonCompaniesSection'
36
+ import { MobilePersonDetail } from '../../../../components/detail/MobilePersonDetail'
37
+ import { useInteractionMutations } from '../../../../components/detail/hooks/useInteractionMutations'
32
38
  import type { TagsSectionController } from '@open-mercato/ui/backend/detail'
33
39
  import {
34
40
  buildPersonEditPayload,
35
41
  createPersonEditFields,
36
- createPersonEditGroups,
42
+ createPersonPersonalDataGroups,
37
43
  createPersonEditSchema,
38
44
  mapPersonOverviewToFormValues,
39
45
  type PersonEditFormValues,
40
46
  type PersonOverview,
41
47
  } from '../../../../components/formConfig'
42
48
 
43
- type SectionKey = 'notes' | 'activities' | 'deals' | 'addresses' | 'tasks' | string
44
-
45
49
  export default function PersonDetailV2Page({ params }: { params?: { id?: string } }) {
46
50
  const id = params?.id
47
51
  const t = useT()
48
52
  const router = useRouter()
49
53
  const searchParams = useSearchParams()
50
54
  const { organizationId } = useOrganizationScopeDetail()
55
+ const { confirm, ConfirmDialogElement } = useConfirmDialog()
51
56
 
52
57
  const detailTranslator = React.useMemo(() => createTranslatorWithFallback(t), [t])
53
- const notesAdapter = React.useMemo(() => createCustomerNotesAdapter(detailTranslator), [detailTranslator])
58
+
54
59
 
55
60
  const formSchema = React.useMemo(() => createPersonEditSchema(), [])
56
61
  const fields = React.useMemo(() => createPersonEditFields(t), [t])
57
- const groups = React.useMemo(() => createPersonEditGroups(t), [t])
62
+ const groups = React.useMemo(() => createPersonPersonalDataGroups(t), [t])
58
63
 
59
64
  const [data, setData] = React.useState<PersonOverview | null>(null)
60
65
  const [isLoading, setIsLoading] = React.useState(true)
61
66
  const [error, setError] = React.useState<string | null>(null)
62
67
 
68
+ // Form state lifted for header Save button
69
+ const [isDirty, setIsDirty] = React.useState(false)
70
+ const [isSaving, setIsSaving] = React.useState(false)
71
+ const formWrapperRef = React.useRef<HTMLDivElement>(null)
72
+
63
73
  const initialTab = React.useMemo(() => {
64
- const raw = searchParams?.get('tab')
65
- if (raw === 'notes' || raw === 'activities' || raw === 'deals' || raw === 'addresses' || raw === 'tasks') {
66
- return raw
67
- }
68
- return 'notes'
74
+ return resolveLegacyTab(searchParams?.get('tab'))
69
75
  }, [searchParams])
70
- const [activeTab, setActiveTab] = React.useState<SectionKey>(initialTab)
76
+ const [activeTab, setActiveTab] = React.useState<PersonTabId>(initialTab)
71
77
  const [sectionAction, setSectionAction] = React.useState<SectionAction | null>(null)
78
+ const [scheduleDialogOpen, setScheduleDialogOpen] = React.useState(false)
79
+ const [scheduleEditData, setScheduleEditData] = React.useState<ScheduleActivityEditData | null>(null)
80
+ const [activityRefreshKey, setActivityRefreshKey] = React.useState(0)
81
+ const [dealCount, setDealCount] = React.useState(0)
72
82
 
73
83
  const currentPersonId = data?.person?.id ?? null
74
84
  const mutationContextId = React.useMemo(
@@ -91,6 +101,14 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
91
101
  ? data.person.displayName
92
102
  : t('customers.people.list.deleteFallbackName', 'this person')
93
103
 
104
+ const zoneSections = React.useMemo<ZoneSectionDescriptor[]>(() => [
105
+ { id: 'personalData', icon: User, label: t('customers.people.form.groups.personalData', 'Personal data') },
106
+ { id: 'companyRole', icon: Building2, label: t('customers.people.form.groups.companyRole', 'Company & role') },
107
+ { id: 'customFields', icon: Hash, label: t('customers.people.form.groups.customAttributes', 'Custom attributes') },
108
+ { id: 'roles', icon: Users, label: t('customers.people.form.groups.roles', 'My roles') },
109
+ ], [t])
110
+
111
+ // Data loading
94
112
  const initialLoadDoneRef = React.useRef(false)
95
113
  const loadData = React.useCallback(async () => {
96
114
  if (!id) {
@@ -103,11 +121,8 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
103
121
  }
104
122
  setError(null)
105
123
  try {
106
- const search = new URLSearchParams()
107
- search.append('include', 'todos')
108
- search.append('include', 'interactions')
109
124
  const payload = await readApiResultOrThrow<PersonOverview>(
110
- `/api/customers/people/${encodeURIComponent(id)}?${search.toString()}`,
125
+ `/api/customers/people/${encodeURIComponent(id)}`,
111
126
  undefined,
112
127
  { errorMessage: t('customers.people.detail.error.load', 'Failed to load person.') },
113
128
  )
@@ -123,10 +138,23 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
123
138
  }, [id, t])
124
139
 
125
140
  React.useEffect(() => {
126
- loadData().catch(() => {})
141
+ loadData().catch((err) => console.warn('[people-v2] loadData failed', err))
127
142
  }, [loadData])
128
143
 
129
- // Zone 2: Injection widgets for custom tabs
144
+ React.useEffect(() => {
145
+ setDealCount(data?.counts?.deals ?? 0)
146
+ }, [data?.counts?.deals])
147
+
148
+ const handleActivityCreated = React.useCallback(() => {
149
+ setActivityRefreshKey((k) => k + 1)
150
+ loadData().catch((err) => console.warn('[people-v2] reload after activity failed', err))
151
+ }, [loadData])
152
+
153
+ const plannedActivities = React.useMemo(() => {
154
+ return data?.plannedActivitiesPreview ?? []
155
+ }, [data?.plannedActivitiesPreview])
156
+
157
+ // Injection context for UMES
130
158
  const injectionContext = React.useMemo(
131
159
  () => ({
132
160
  formId: mutationContextId,
@@ -149,6 +177,42 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
149
177
  [injectionContext, runMutation],
150
178
  )
151
179
 
180
+ const { completeInteraction: handleMarkDone, cancelInteraction: handleCancelActivity } = useInteractionMutations({
181
+ runMutationWithContext,
182
+ onAfterChange: handleActivityCreated,
183
+ logContext: 'customers.people-v2',
184
+ })
185
+
186
+ const handleEditActivity = React.useCallback((activity: { id: string; interactionType?: string; title?: string | null; body?: string | null; scheduledAt?: string | null; [key: string]: unknown }) => {
187
+ const raw = activity as Record<string, unknown>
188
+ const durationValue = typeof raw.duration === 'number'
189
+ ? raw.duration
190
+ : typeof raw.durationMinutes === 'number'
191
+ ? raw.durationMinutes as number
192
+ : null
193
+ setScheduleEditData({
194
+ id: activity.id,
195
+ interactionType: typeof activity.interactionType === 'string' ? activity.interactionType : undefined,
196
+ title: typeof activity.title === 'string' ? activity.title : null,
197
+ body: typeof activity.body === 'string' ? activity.body : null,
198
+ scheduledAt: typeof activity.scheduledAt === 'string' ? activity.scheduledAt : null,
199
+ durationMinutes: durationValue,
200
+ location: typeof raw.location === 'string' ? raw.location as string : null,
201
+ allDay: typeof raw.allDay === 'boolean' ? raw.allDay as boolean : null,
202
+ recurrenceRule: typeof raw.recurrenceRule === 'string' ? raw.recurrenceRule as string : null,
203
+ recurrenceEnd: typeof raw.recurrenceEnd === 'string' ? raw.recurrenceEnd as string : null,
204
+ participants: Array.isArray(raw.participants) ? raw.participants as ScheduleActivityEditData['participants'] : null,
205
+ reminderMinutes: typeof raw.reminderMinutes === 'number' ? raw.reminderMinutes as number : null,
206
+ visibility: typeof raw.visibility === 'string' ? raw.visibility as string : null,
207
+ linkedEntities: Array.isArray(raw.linkedEntities) ? raw.linkedEntities as ScheduleActivityEditData['linkedEntities'] : null,
208
+ guestPermissions: raw.guestPermissions && typeof raw.guestPermissions === 'object'
209
+ ? raw.guestPermissions as ScheduleActivityEditData['guestPermissions']
210
+ : null,
211
+ })
212
+ setScheduleDialogOpen(true)
213
+ }, [])
214
+
215
+ // Injected tabs from UMES
152
216
  const { widgets: injectedTabWidgets } = useInjectionWidgets('detail:customers.person:tabs', {
153
217
  context: injectionContext,
154
218
  triggerOnLoad: true,
@@ -160,7 +224,7 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
160
224
  .filter((widget) => (widget.placement?.kind ?? 'tab') === 'tab')
161
225
  .map((widget) => {
162
226
  const tabId = widget.placement?.groupId ?? widget.widgetId
163
- const label = widget.placement?.groupLabel ?? widget.module.metadata.title
227
+ const label = widget.placement?.groupLabel ?? widget.module.metadata.title ?? tabId
164
228
  const priority = typeof widget.placement?.priority === 'number' ? widget.placement.priority : 0
165
229
  const render = () => (
166
230
  <widget.module.Widget
@@ -177,36 +241,22 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
177
241
 
178
242
  const injectedTabMap = React.useMemo(() => new Map(injectedTabs.map((tab) => [tab.id, tab.render])), [injectedTabs])
179
243
 
180
- const tabs = React.useMemo(
181
- () => [
182
- { id: 'notes' as const, label: t('customers.people.detail.tabs.notes', 'Notes') },
183
- { id: 'activities' as const, label: t('customers.people.detail.tabs.activities', 'Activities') },
184
- { id: 'deals' as const, label: t('customers.people.detail.tabs.deals', 'Deals') },
185
- { id: 'addresses' as const, label: t('customers.people.detail.tabs.addresses', 'Addresses') },
186
- { id: 'tasks' as const, label: t('customers.people.detail.tabs.tasks', 'Tasks') },
187
- ...injectedTabs.map((tab) => ({ id: tab.id as SectionKey, label: tab.label })),
188
- ],
189
- [injectedTabs, t],
190
- )
244
+ // Tags
245
+ const handleTagsChange = React.useCallback((nextTags: TagSummary[]) => {
246
+ setData((prev) => (prev ? { ...prev, tags: nextTags } : prev))
247
+ }, [])
248
+ const tagsSectionControllerRef = React.useRef<TagsSectionController | null>(null)
191
249
 
250
+ // Section action (for tabs that expose add/create buttons)
192
251
  const handleSectionActionChange = React.useCallback((action: SectionAction | null) => {
193
252
  setSectionAction(action)
194
253
  }, [])
195
254
 
196
- const handleSectionAction = React.useCallback(() => {
197
- if (!sectionAction || sectionAction.disabled) return
198
- sectionAction.onClick()
199
- }, [sectionAction])
200
-
201
255
  React.useEffect(() => {
202
256
  setSectionAction(null)
203
257
  }, [activeTab])
204
258
 
205
- const handleTagsChange = React.useCallback((nextTags: TagSummary[]) => {
206
- setData((prev) => (prev ? { ...prev, tags: nextTags } : prev))
207
- }, [])
208
- const tagsSectionControllerRef = React.useRef<TagsSectionController | null>(null)
209
-
259
+ // Deals scope
210
260
  const dealsScope = React.useMemo(
211
261
  () => (currentPersonId ? ({ kind: 'person', entityId: currentPersonId } as const) : null),
212
262
  [currentPersonId],
@@ -217,42 +267,67 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
217
267
  [data],
218
268
  )
219
269
 
220
- const contentHeader = React.useMemo(
221
- () => (data ? <PersonHighlightsSummary data={data} /> : undefined),
222
- [data],
223
- )
224
-
270
+ // Form submit/delete
225
271
  const handleFormSubmit = React.useCallback(
226
272
  async (values: PersonEditFormValues) => {
227
- await tagsSectionControllerRef.current?.flush()
228
-
229
- let payload: Record<string, unknown>
273
+ setIsSaving(true)
230
274
  try {
231
- payload = buildPersonEditPayload(values, organizationId)
232
- } catch (err) {
233
- if (err instanceof Error && err.message === 'DISPLAY_NAME_REQUIRED') {
234
- const message = t('customers.people.form.displayName.error')
235
- throw createCrudFormError(message, { displayName: message })
275
+ await tagsSectionControllerRef.current?.flush()
276
+
277
+ let payload: Record<string, unknown>
278
+ try {
279
+ payload = buildPersonEditPayload(values, organizationId)
280
+ } catch (err) {
281
+ if (err instanceof Error && err.message === 'DISPLAY_NAME_REQUIRED') {
282
+ const message = t('customers.people.form.displayName.error')
283
+ throw createCrudFormError(message, { displayName: message })
284
+ }
285
+ throw err
236
286
  }
237
- throw err
238
- }
239
287
 
240
- await updateCrud('customers/people', payload)
241
- flash(t('customers.people.form.updateSuccess', 'Person updated.'), 'success')
242
- await loadData()
288
+ await updateCrud('customers/people', payload)
289
+ flash(t('customers.people.form.updateSuccess', 'Person updated.'), 'success')
290
+ await loadData()
291
+ } finally {
292
+ setIsSaving(false)
293
+ }
243
294
  },
244
295
  [loadData, organizationId, t],
245
296
  )
246
297
 
247
298
  const handleFormDelete = React.useCallback(
248
299
  async () => {
249
- await deleteCrud('customers/people', { id: data?.person?.id ?? '' })
300
+ const personId = data?.person?.id ?? ''
301
+ if (!personId) return
302
+ const approved = await confirm({
303
+ title: t('customers.people.detail.deleteConfirmTitle', 'Delete person?'),
304
+ description: t('customers.people.detail.deleteConfirmDescription', 'This action cannot be undone.'),
305
+ confirmText: t('customers.people.detail.actions.delete', 'Delete'),
306
+ cancelText: t('customers.people.detail.actions.cancel', 'Cancel'),
307
+ variant: 'destructive',
308
+ })
309
+ if (!approved) return
310
+ await runMutationWithContext(
311
+ () => deleteCrud('customers/people', { id: personId }),
312
+ { id: personId, operation: 'deletePerson' },
313
+ )
250
314
  flash(t('customers.people.list.deleteSuccess', 'Person deleted.'), 'success')
251
315
  router.push('/backend/customers/people')
252
316
  },
253
- [data?.person?.id, router, t],
317
+ [confirm, data?.person?.id, router, runMutationWithContext, t],
254
318
  )
255
319
 
320
+ const handleHeaderSave = React.useCallback(() => {
321
+ const form = formWrapperRef.current?.querySelector('form')
322
+ if (form) form.requestSubmit()
323
+ }, [])
324
+
325
+ // Counts for tab badges
326
+ const interactionCount = data?.counts?.activities ?? 0
327
+ const todoCount = data?.counts?.todos ?? 0
328
+ const companyCount = data?.counts?.companies ?? (data?.companies?.length ?? (data?.company ? 1 : 0))
329
+
330
+ // Loading / error states
256
331
  if (isLoading) {
257
332
  return (
258
333
  <Page>
@@ -288,159 +363,218 @@ export default function PersonDetailV2Page({ params }: { params?: { id?: string
288
363
  return (
289
364
  <Page>
290
365
  <PageBody>
291
- <div className="space-y-8">
366
+ <div className="space-y-4">
292
367
  {/* UMES header injection */}
293
368
  <InjectionSpot spotId="detail:customers.person:header" context={injectionContext} data={data} />
294
369
  <InjectionSpot spotId="detail:customers.person:status-badges" context={injectionContext} data={data} />
295
370
 
296
- {/* Zone 1: CrudForm */}
297
- <CrudForm<PersonEditFormValues>
298
- title={data.person.displayName}
299
- backHref="/backend/customers/people"
300
- versionHistory={{
301
- resourceKind: 'customers.person',
302
- resourceId: personId,
303
- }}
304
- injectionSpotId="customers.person"
305
- entityIds={[E.customers.customer_entity, E.customers.customer_person_profile]}
306
- schema={formSchema}
307
- fields={fields}
308
- groups={groups}
309
- initialValues={initialValues}
310
- contentHeader={contentHeader}
311
- onSubmit={handleFormSubmit}
371
+ {/* Persistent person header */}
372
+ <PersonDetailHeader
373
+ data={data}
374
+ onTagsChange={handleTagsChange}
375
+ tagsSectionControllerRef={tagsSectionControllerRef}
376
+ onSave={handleHeaderSave}
312
377
  onDelete={handleFormDelete}
313
- />
314
-
315
- <div className="rounded-md border bg-muted/30 px-4 py-3 text-sm text-muted-foreground">
316
- {t(
317
- 'customers.detail.saveGuide',
318
- 'Profile fields save with the main Save button. Tags save automatically. The related sections below save independently inside their own tabs and panels.',
319
- )}
320
- </div>
321
-
322
- {/* Tags (independent save) */}
323
- <TagsSection
324
- entityId={personId}
325
- tags={data.tags}
326
- onChange={handleTagsChange}
327
- isSubmitting={false}
328
- controllerRef={tagsSectionControllerRef}
329
- />
330
-
331
- {/* Zone 2: Related Data Tabs */}
332
- <DetailTabsLayout
333
- className="space-y-6"
334
- tabs={tabs}
335
- activeTab={activeTab}
336
- onTabChange={setActiveTab}
337
- sectionAction={sectionAction}
338
- onSectionAction={handleSectionAction}
339
- navAriaLabel={t('customers.people.detail.tabs.label', 'Person detail sections')}
340
- navClassName="gap-4"
341
- >
342
- {(() => {
343
- const injected = injectedTabMap.get(activeTab)
344
- if (injected) return injected()
345
- if (activeTab === 'notes') {
346
- return (
347
- <NotesSection
348
- entityId={personId}
349
- emptyLabel={t('customers.people.detail.empty.comments', 'No notes yet.')}
350
- viewerUserId={data.viewer?.userId ?? null}
351
- viewerName={data.viewer?.name ?? null}
352
- viewerEmail={data.viewer?.email ?? null}
353
- addActionLabel={t('customers.people.detail.notes.addLabel', 'Add note')}
354
- emptyState={{
355
- title: t('customers.people.detail.emptyState.notes.title', 'Keep everyone in the loop'),
356
- actionLabel: t('customers.people.detail.emptyState.notes.action', 'Create a note'),
357
- }}
358
- onActionChange={handleSectionActionChange}
359
- translator={detailTranslator}
360
- dataAdapter={notesAdapter}
361
- renderIcon={renderDictionaryIcon}
362
- renderColor={renderDictionaryColor}
363
- iconSuggestions={ICON_SUGGESTIONS}
364
- readMarkdownPreference={readMarkdownPreferenceCookie}
365
- writeMarkdownPreference={writeMarkdownPreferenceCookie}
366
- />
367
- )
368
- }
369
- if (activeTab === 'activities') {
370
- return (
371
- <ActivitiesSection
372
- entityId={personId}
373
- useCanonicalInteractions={useCanonicalInteractions}
374
- runGuardedMutation={runMutationWithContext}
375
- onDataRefresh={loadData}
376
- addActionLabel={t('customers.people.detail.activities.add', 'Log activity')}
377
- emptyState={{
378
- title: t('customers.people.detail.emptyState.activities.title', 'No activities logged yet'),
379
- actionLabel: t('customers.people.detail.emptyState.activities.action', 'Log activity'),
380
- }}
381
- onActionChange={handleSectionActionChange}
382
- />
383
- )
378
+ isDirty={isDirty}
379
+ isSaving={isSaving}
380
+ onOpenCompaniesTab={() => setActiveTab('companies')}
381
+ onDataReload={() => { loadData().catch((err) => console.warn('[people-v2] onDataReload failed', err)) }}
382
+ onFocusField={(fieldName) => {
383
+ const selectorMap: Record<string, string> = {
384
+ primaryEmail: 'input[type="email"]',
385
+ primaryPhone: 'input[type="tel"]',
384
386
  }
385
- if (activeTab === 'deals') {
386
- return (
387
- <DealsSection
388
- scope={dealsScope}
389
- emptyLabel={t('customers.people.detail.empty.deals', 'No deals linked to this person.')}
390
- addActionLabel={t('customers.people.detail.actions.addDeal', 'Add deal')}
391
- emptyState={{
392
- title: t('customers.people.detail.emptyState.deals.title', 'No deals yet'),
393
- actionLabel: t('customers.people.detail.emptyState.deals.action', 'Create a deal'),
394
- }}
395
- onActionChange={handleSectionActionChange}
396
- translator={detailTranslator}
397
- runGuardedMutation={runMutationWithContext}
398
- />
399
- )
400
- }
401
- if (activeTab === 'addresses') {
402
- return (
403
- <AddressesSection
404
- entityId={personId}
405
- emptyLabel={t('customers.people.detail.empty.addresses', 'No addresses recorded.')}
406
- addActionLabel={t('customers.people.detail.addresses.add', 'Add address')}
407
- emptyState={{
408
- title: t('customers.people.detail.emptyState.addresses.title', 'No addresses yet'),
409
- actionLabel: t('customers.people.detail.emptyState.addresses.action', 'Add address'),
410
- }}
411
- onActionChange={handleSectionActionChange}
412
- translator={detailTranslator}
413
- />
414
- )
387
+ const selector = selectorMap[fieldName]
388
+ const input = selector ? formWrapperRef.current?.querySelector<HTMLInputElement>(selector) : null
389
+ if (input) {
390
+ input.scrollIntoView({ behavior: 'smooth', block: 'center' })
391
+ requestAnimationFrame(() => input.focus())
415
392
  }
416
- if (activeTab === 'tasks') {
417
- return (
418
- <TasksSection
419
- entityId={personId}
420
- initialTasks={data.todos}
421
- useCanonicalInteractions={useCanonicalInteractions}
422
- runGuardedMutation={runMutationWithContext}
423
- onDataRefresh={loadData}
424
- emptyLabel={t('customers.people.detail.empty.todos', 'No tasks linked to this person.')}
425
- addActionLabel={t('customers.people.detail.tasks.add', 'Add task')}
426
- emptyState={{
427
- title: t('customers.people.detail.emptyState.tasks.title', 'Plan what happens next'),
428
- actionLabel: t('customers.people.detail.emptyState.tasks.action', 'Create task'),
429
- }}
430
- onActionChange={handleSectionActionChange}
431
- translator={detailTranslator}
393
+ }}
394
+ />
395
+
396
+ {/* Zone content shared between desktop (CollapsibleZoneLayout) and mobile (MobilePersonDetail). */}
397
+ {(() => {
398
+ const zone1Content = (
399
+ <div ref={formWrapperRef}>
400
+ <CrudForm<PersonEditFormValues>
401
+ embedded
402
+ trackDirtyWhenEmbedded
403
+ injectionSpotId="customers.person"
404
+ entityIds={[E.customers.customer_entity, E.customers.customer_person_profile]}
405
+ schema={formSchema}
406
+ fields={fields}
407
+ groups={groups}
408
+ initialValues={initialValues}
409
+ onSubmit={handleFormSubmit}
410
+ onDelete={handleFormDelete}
411
+ hideFooterActions
412
+ collapsibleGroups={{ pageType: 'person-v2', chevronPosition: 'left' }}
413
+ sortableGroups={{ pageType: 'person-v2' }}
414
+ onDirtyChange={setIsDirty}
415
+ />
416
+ </div>
417
+ )
418
+ const zone2Content = (
419
+ <PersonDetailTabs
420
+ activeTab={activeTab}
421
+ onTabChange={setActiveTab}
422
+ injectedTabs={injectedTabs.map((tab) => ({ id: tab.id, label: tab.label }))}
423
+ activitiesCount={interactionCount}
424
+ dealsCount={dealCount}
425
+ companiesCount={companyCount}
426
+ tasksCount={todoCount}
427
+ >
428
+ <div className="min-w-0">
429
+ {(() => {
430
+ // Injected tab content
431
+ const injected = injectedTabMap.get(activeTab)
432
+ if (injected) return injected()
433
+
434
+ if (activeTab === 'activities') {
435
+ return (
436
+ <div className="space-y-4">
437
+ <InlineActivityComposer
438
+ entityType="person"
439
+ entityId={personId}
440
+ onActivityCreated={handleActivityCreated}
441
+ runGuardedMutation={runMutationWithContext}
442
+ onScheduleRequested={() => { setScheduleEditData(null); setScheduleDialogOpen(true) }}
443
+ useCanonicalInteractions={useCanonicalInteractions}
444
+ />
445
+ <PlannedActivitiesSection
446
+ activities={plannedActivities}
447
+ onComplete={handleMarkDone}
448
+ onSchedule={() => { setScheduleEditData(null); setScheduleDialogOpen(true) }}
449
+ onEdit={handleEditActivity}
450
+ onCancel={handleCancelActivity}
451
+ />
452
+ <ActivitiesSection
453
+ entityId={personId}
454
+ entityName={personName}
455
+ useCanonicalInteractions={useCanonicalInteractions}
456
+ runGuardedMutation={runMutationWithContext}
457
+ onDataRefresh={handleActivityCreated}
458
+ refreshKey={activityRefreshKey}
459
+ addActionLabel={t('customers.people.detail.activities.add', 'Log activity')}
460
+ emptyState={{
461
+ title: t('customers.people.detail.emptyState.activities.title', 'No activities logged yet'),
462
+ actionLabel: t('customers.people.detail.emptyState.activities.action', 'Log activity'),
463
+ }}
464
+ onActionChange={handleSectionActionChange}
465
+ onEditActivity={handleEditActivity}
466
+ />
467
+ </div>
468
+ )
469
+ }
470
+
471
+ if (activeTab === 'deals') {
472
+ return (
473
+ <DealsSection
474
+ scope={dealsScope}
475
+ emptyLabel={t('customers.people.detail.empty.deals', 'No deals linked to this person.')}
476
+ addActionLabel={t('customers.people.detail.actions.addDeal', 'Add deal')}
477
+ emptyState={{
478
+ title: t('customers.people.detail.emptyState.deals.title', 'No deals yet'),
479
+ actionLabel: t('customers.people.detail.emptyState.deals.action', 'Create a deal'),
480
+ }}
481
+ onActionChange={handleSectionActionChange}
482
+ translator={detailTranslator}
483
+ runGuardedMutation={runMutationWithContext}
484
+ onCountDelta={(delta) => setDealCount((current) => Math.max(0, current + delta))}
485
+ />
486
+ )
487
+ }
488
+
489
+ if (activeTab === 'companies') {
490
+ return (
491
+ <PersonCompaniesSection
492
+ personId={personId}
493
+ personName={personName}
494
+ initialLinkedCompanies={data?.companies ?? []}
495
+ onChanged={loadData}
496
+ runGuardedMutation={runMutationWithContext}
497
+ />
498
+ )
499
+ }
500
+
501
+ if (activeTab === 'tasks') {
502
+ return (
503
+ <TasksSection
504
+ entityId={personId}
505
+ initialTasks={[]}
506
+ useCanonicalInteractions={useCanonicalInteractions}
507
+ runGuardedMutation={runMutationWithContext}
508
+ onDataRefresh={loadData}
509
+ emptyLabel={t('customers.people.detail.empty.todos', 'No tasks linked to this person.')}
510
+ addActionLabel={t('customers.people.detail.tasks.add', 'Add task')}
511
+ emptyState={{
512
+ title: t('customers.people.detail.emptyState.tasks.title', 'Plan what happens next'),
513
+ actionLabel: t('customers.people.detail.emptyState.tasks.action', 'Create task'),
514
+ }}
515
+ onActionChange={handleSectionActionChange}
516
+ translator={detailTranslator}
517
+ entityName={personName}
518
+ dialogContextKey="customers.people.detail.tasks.dialog.context"
519
+ dialogContextFallback="This task will be linked to {{name}}"
520
+ />
521
+ )
522
+ }
523
+
524
+ if (activeTab === 'files') {
525
+ return (
526
+ <AttachmentsSection
527
+ entityId={E.customers.customer_entity}
528
+ recordId={personId}
529
+ title={t('customers.people.detail.tabs.files', 'Files')}
530
+ description={t('customers.people.detail.files.subtitle', 'Upload and manage files linked to this person.')}
531
+ />
532
+ )
533
+ }
534
+
535
+ if (activeTab === 'changelog') {
536
+ return <ChangelogTab entityId={personId} entityType="person" />
537
+ }
538
+
539
+ return null
540
+ })()}
541
+ </div>
542
+ </PersonDetailTabs>
543
+ )
544
+ return (
545
+ <>
546
+ <div className="md:hidden">
547
+ <MobilePersonDetail zone1={zone1Content} zone2={zone2Content} />
548
+ </div>
549
+ <div className="hidden md:block">
550
+ <CollapsibleZoneLayout
551
+ pageType="person-v2"
432
552
  entityName={personName}
433
- dialogContextKey="customers.people.detail.tasks.dialog.context"
434
- dialogContextFallback="This task will be linked to {{name}}"
553
+ isDirty={isDirty}
554
+ sections={zoneSections}
555
+ zone1={zone1Content}
556
+ zone2={zone2Content}
435
557
  />
436
- )
437
- }
438
- return null
439
- })()}
440
- </DetailTabsLayout>
558
+ </div>
559
+ </>
560
+ )
561
+ })()}
441
562
 
442
563
  {/* UMES footer injection */}
443
564
  <InjectionSpot spotId="detail:customers.person:footer" context={injectionContext} data={data} />
565
+
566
+ {/* Schedule Activity Dialog — opened from PlannedActivities "+ Schedule" or other triggers */}
567
+ <ScheduleActivityDialog
568
+ open={scheduleDialogOpen}
569
+ onClose={() => { setScheduleDialogOpen(false); setScheduleEditData(null) }}
570
+ entityId={personId}
571
+ entityName={personName}
572
+ companyName={data.company?.displayName ?? data.companies?.[0]?.displayName ?? null}
573
+ entityType="person"
574
+ onActivityCreated={handleActivityCreated}
575
+ editData={scheduleEditData}
576
+ />
577
+ {ConfirmDialogElement}
444
578
  </div>
445
579
  </PageBody>
446
580
  </Page>