@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
@@ -0,0 +1,63 @@
1
+ "use client"
2
+
3
+ import * as React from 'react'
4
+ import { Users, ArrowUpRight } from 'lucide-react'
5
+ import { Badge } from '@open-mercato/ui/primitives/badge'
6
+ import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
7
+ import type { DealSummary } from '../../formConfig'
8
+ import { formatCurrency } from '../utils'
9
+
10
+ export function ActiveDealWidget({ deals, t }: { deals: DealSummary[]; t: TranslateFn }) {
11
+ const topDeal = deals.sort((a, b) => {
12
+ const va = typeof a.valueAmount === 'number' ? a.valueAmount : parseFloat(String(a.valueAmount ?? '0'))
13
+ const vb = typeof b.valueAmount === 'number' ? b.valueAmount : parseFloat(String(b.valueAmount ?? '0'))
14
+ return vb - va
15
+ })[0]
16
+
17
+ if (!topDeal) {
18
+ return (
19
+ <div className="rounded-lg border bg-card p-5">
20
+ <h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
21
+ <Users className="size-4" />
22
+ {t('customers.companies.dashboard.activeDeal', 'Active deal')}
23
+ </h3>
24
+ <p className="mt-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noDeals', 'No active deals')}</p>
25
+ </div>
26
+ )
27
+ }
28
+
29
+ const amount = typeof topDeal.valueAmount === 'number' ? topDeal.valueAmount : parseFloat(String(topDeal.valueAmount ?? '0'))
30
+
31
+ return (
32
+ <div className="rounded-lg border bg-card p-5">
33
+ <div className="flex items-center justify-between">
34
+ <h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
35
+ <Users className="size-4" />
36
+ {t('customers.companies.dashboard.activeDeal', 'Active deal')}
37
+ </h3>
38
+ <ArrowUpRight className="size-4 text-muted-foreground" />
39
+ </div>
40
+ <div className="mt-3">
41
+ <p className="font-semibold text-foreground">{topDeal.title}</p>
42
+ {topDeal.createdAt && (
43
+ <p className="mt-0.5 text-xs text-muted-foreground">
44
+ {t('customers.companies.dashboard.created', 'Created')} {new Date(topDeal.createdAt).toLocaleDateString()}
45
+ </p>
46
+ )}
47
+ {topDeal.pipelineStage && (
48
+ <div className="mt-2">
49
+ <Badge variant="outline" className="text-xs">{topDeal.pipelineStage}</Badge>
50
+ </div>
51
+ )}
52
+ {Number.isFinite(amount) && amount > 0 && (
53
+ <p className="mt-2 text-lg font-bold text-foreground">
54
+ {formatCurrency(amount, topDeal.valueCurrency)}
55
+ <span className="ml-1.5 text-xs font-normal text-muted-foreground">
56
+ {t('customers.companies.dashboard.potentialValue', 'potential value')}
57
+ </span>
58
+ </p>
59
+ )}
60
+ </div>
61
+ </div>
62
+ )
63
+ }
@@ -0,0 +1,114 @@
1
+ "use client"
2
+
3
+ import * as React from 'react'
4
+ import { CheckCircle2, AlertCircle, ArrowUpRight } from 'lucide-react'
5
+ import { cn } from '@open-mercato/shared/lib/utils'
6
+ import { Button } from '@open-mercato/ui/primitives/button'
7
+ import { Badge } from '@open-mercato/ui/primitives/badge'
8
+ import type { TodoLinkSummary } from '../../formConfig'
9
+
10
+ function isOverdue(dueAt: string | null | undefined): boolean {
11
+ if (!dueAt) return false
12
+ return new Date(dueAt) < new Date()
13
+ }
14
+
15
+ function priorityLabel(priority: number | null | undefined): { label: string; variant: 'destructive' | 'default' | 'secondary' | 'muted' } {
16
+ if (priority === null || priority === undefined) return { label: 'None', variant: 'muted' }
17
+ if (priority >= 3) return { label: 'High', variant: 'destructive' }
18
+ if (priority === 2) return { label: 'Medium', variant: 'default' }
19
+ return { label: 'Low', variant: 'secondary' }
20
+ }
21
+
22
+ type TranslateFnWithParams = (key: string, fallback?: string, params?: Record<string, string | number>) => string
23
+
24
+ export function OpenTasksWidget({
25
+ tasks,
26
+ currentUserId,
27
+ t,
28
+ onViewAll,
29
+ }: {
30
+ tasks: TodoLinkSummary[]
31
+ currentUserId?: string | null
32
+ t: TranslateFnWithParams
33
+ onViewAll: () => void
34
+ }) {
35
+ const [taskFilter, setTaskFilter] = React.useState<'all' | 'mine' | 'overdue'>('all')
36
+ const overdueTasks = tasks.filter((task) => isOverdue(task.dueAt))
37
+ const mineTasks = currentUserId
38
+ ? tasks.filter((task) => {
39
+ const assignee = (task as Record<string, unknown>).assignedToUserId ?? (task as Record<string, unknown>).createdByUserId
40
+ return assignee === currentUserId
41
+ })
42
+ : tasks
43
+
44
+ const filteredTasks = taskFilter === 'overdue'
45
+ ? overdueTasks
46
+ : taskFilter === 'mine'
47
+ ? mineTasks
48
+ : tasks
49
+
50
+ const filterTabs: Array<{ key: 'all' | 'mine' | 'overdue'; label: string; count: number }> = [
51
+ { key: 'all', label: t('customers.tasks.filters.all', 'All'), count: tasks.length },
52
+ { key: 'mine', label: t('customers.tasks.filters.mine', 'Mine'), count: mineTasks.length },
53
+ { key: 'overdue', label: t('customers.tasks.filters.overdue', 'Overdue'), count: overdueTasks.length },
54
+ ]
55
+
56
+ return (
57
+ <div className="rounded-lg border bg-card p-5">
58
+ <div className="flex items-center justify-between">
59
+ <h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
60
+ <CheckCircle2 className="size-4" />
61
+ {t('customers.companies.dashboard.openTasks', 'Open tasks')}
62
+ <span className="rounded-full bg-muted px-1.5 py-0.5 text-xs font-medium text-muted-foreground">
63
+ {tasks.length}
64
+ </span>
65
+ </h3>
66
+ <Button type="button" variant="outline" size="sm" className="h-7 text-xs" onClick={onViewAll}>
67
+ + {t('customers.companies.dashboard.newTask', 'New task')}
68
+ </Button>
69
+ </div>
70
+ <div className="mt-2 flex items-center gap-1">
71
+ {filterTabs.map((tab) => (
72
+ <Button
73
+ key={tab.key}
74
+ type="button"
75
+ variant={taskFilter === tab.key ? 'default' : 'outline'}
76
+ size="sm"
77
+ className="h-6 px-2 text-xs"
78
+ onClick={() => setTaskFilter(tab.key)}
79
+ >
80
+ {tab.label}
81
+ <span className="ml-1 rounded-full bg-muted/50 px-1 text-overline">{tab.count}</span>
82
+ </Button>
83
+ ))}
84
+ </div>
85
+ <div className="mt-3 divide-y">
86
+ {filteredTasks.slice(0, 4).map((task) => {
87
+ const overdue = isOverdue(task.dueAt)
88
+ const prio = priorityLabel(task.priority)
89
+ return (
90
+ <div key={task.id} className="flex items-center gap-3 py-2.5 first:pt-0 last:pb-0">
91
+ <div className="min-w-0 flex-1">
92
+ <p className="truncate text-sm text-foreground">{task.title || '—'}</p>
93
+ {task.dueAt && (
94
+ <p className={cn('mt-0.5 text-xs', overdue ? 'text-destructive' : 'text-muted-foreground')}>
95
+ {overdue && <AlertCircle className="mr-1 inline size-3" />}
96
+ {overdue
97
+ ? t('customers.companies.dashboard.overdueBy', 'Overdue by {{days}} days', { days: Math.ceil((Date.now() - new Date(task.dueAt).getTime()) / 86_400_000) })
98
+ : t('customers.companies.dashboard.dueOn', 'Due: {{date}}', { date: new Date(task.dueAt).toLocaleDateString() })
99
+ }
100
+ </p>
101
+ )}
102
+ </div>
103
+ <Badge variant={prio.variant} className="shrink-0 text-xs">{prio.label}</Badge>
104
+ <ArrowUpRight className="size-3.5 shrink-0 text-muted-foreground" />
105
+ </div>
106
+ )
107
+ })}
108
+ {filteredTasks.length === 0 && (
109
+ <p className="py-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noTasks', 'No open tasks')}</p>
110
+ )}
111
+ </div>
112
+ </div>
113
+ )
114
+ }
@@ -0,0 +1,69 @@
1
+ "use client"
2
+
3
+ import * as React from 'react'
4
+ import { Phone, Mail, Users, StickyNote, Clock, ArrowUpRight, ChevronRight } from 'lucide-react'
5
+ import { Button } from '@open-mercato/ui/primitives/button'
6
+ import { formatRelativeTime } from '@open-mercato/shared/lib/time'
7
+ import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
8
+ import type { InteractionSummary } from '../../formConfig'
9
+
10
+ function interactionIcon(type: string) {
11
+ switch (type) {
12
+ case 'call': return <Phone className="size-4" />
13
+ case 'email': return <Mail className="size-4" />
14
+ case 'meeting': return <Users className="size-4" />
15
+ case 'note': return <StickyNote className="size-4" />
16
+ default: return <Clock className="size-4" />
17
+ }
18
+ }
19
+
20
+ export function RecentActivityWidget({ interactions, t }: { interactions: InteractionSummary[]; t: TranslateFn }) {
21
+ return (
22
+ <div className="rounded-lg border bg-card p-5">
23
+ <div className="flex items-center justify-between">
24
+ <h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
25
+ <Clock className="size-4" />
26
+ {t('customers.companies.dashboard.recentActivity', 'Recent activity')}
27
+ <span className="text-xs font-normal text-muted-foreground">
28
+ {t('customers.companies.dashboard.last7days', 'last 7 days')}
29
+ </span>
30
+ </h3>
31
+ </div>
32
+ <div className="mt-3 divide-y">
33
+ {interactions.map((interaction) => {
34
+ const date = interaction.occurredAt ?? interaction.scheduledAt
35
+ return (
36
+ <div key={interaction.id} className="flex items-start gap-3 py-3 first:pt-0 last:pb-0">
37
+ <div className="mt-0.5 flex size-8 shrink-0 items-center justify-center rounded-full bg-muted text-muted-foreground">
38
+ {interactionIcon(interaction.interactionType)}
39
+ </div>
40
+ <div className="min-w-0 flex-1">
41
+ <p className="text-sm text-foreground">{interaction.title || interaction.interactionType}</p>
42
+ <p className="mt-0.5 text-xs text-muted-foreground">
43
+ {interaction.authorName && <span>{interaction.authorName}</span>}
44
+ </p>
45
+ </div>
46
+ <div className="shrink-0 text-right">
47
+ <p className="text-xs text-muted-foreground">
48
+ {date ? formatRelativeTime(date) : '—'}
49
+ </p>
50
+ <ArrowUpRight className="ml-auto mt-1 size-3.5 text-muted-foreground" />
51
+ </div>
52
+ </div>
53
+ )
54
+ })}
55
+ {interactions.length === 0 && (
56
+ <p className="py-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noActivity', 'No recent activity')}</p>
57
+ )}
58
+ </div>
59
+ {interactions.length > 0 && (
60
+ <div className="mt-3 border-t pt-3">
61
+ <Button type="button" variant="link" size="sm" className="h-auto p-0 text-xs">
62
+ {t('customers.companies.dashboard.seeAllActivity', 'See all {{count}} activities', { count: String(interactions.length) })}
63
+ <ChevronRight className="ml-0.5 size-3" />
64
+ </Button>
65
+ </div>
66
+ )}
67
+ </div>
68
+ )
69
+ }
@@ -0,0 +1,40 @@
1
+ "use client"
2
+
3
+ import * as React from 'react'
4
+ import { Heart } from 'lucide-react'
5
+ import { cn } from '@open-mercato/shared/lib/utils'
6
+ import { Badge } from '@open-mercato/ui/primitives/badge'
7
+ import { HEALTH_BADGE_CLASSES, HEALTH_ICON_CLASSES, type HealthScore } from '../healthScoreUtils'
8
+
9
+ type TranslateFnWithParams = (key: string, fallback?: string, params?: Record<string, string | number>) => string
10
+
11
+ export function RelationshipHealthWidget({ health, t }: { health: HealthScore; t: TranslateFnWithParams }) {
12
+ return (
13
+ <div className="rounded-lg border bg-card p-5">
14
+ <h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
15
+ <Heart className={cn('size-4', HEALTH_ICON_CLASSES[health.variant])} />
16
+ {t('customers.companies.dashboard.relationshipHealth', 'Relationship health')}
17
+ </h3>
18
+ <div className="mt-4 flex items-center justify-center">
19
+ <div className="text-center space-y-2">
20
+ <div className="relative inline-flex items-center justify-center">
21
+ <span className={cn('text-4xl font-bold', HEALTH_ICON_CLASSES[health.variant])}>{health.score}</span>
22
+ <span className="text-sm text-muted-foreground">/100</span>
23
+ </div>
24
+ <div>
25
+ <Badge className={cn('text-xs', HEALTH_BADGE_CLASSES[health.variant])}>
26
+ {t(`customers.health.${health.label}`, health.label)}
27
+ </Badge>
28
+ </div>
29
+ {health.lastContactDays !== null && (
30
+ <p className="text-xs text-muted-foreground">
31
+ {t('customers.health.lastContact', 'Last contact')}: {health.lastContactDays === 0
32
+ ? t('customers.health.today', 'today')
33
+ : t('customers.health.daysAgo', '{{days}} days ago', { days: health.lastContactDays })}
34
+ </p>
35
+ )}
36
+ </div>
37
+ </div>
38
+ </div>
39
+ )
40
+ }
@@ -0,0 +1,64 @@
1
+ "use client"
2
+
3
+ import * as React from 'react'
4
+ import { Calendar, ChevronRight } from 'lucide-react'
5
+ import { Button } from '@open-mercato/ui/primitives/button'
6
+ import type { TranslateFn } from '@open-mercato/shared/lib/i18n/context'
7
+ import type { InteractionSummary } from '../../formConfig'
8
+
9
+ export function UpcomingMeetingsWidget({ meetings, t }: { meetings: InteractionSummary[]; t: TranslateFn }) {
10
+ if (meetings.length === 0) {
11
+ return (
12
+ <div className="rounded-lg border bg-card p-5">
13
+ <h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
14
+ <Calendar className="size-4" />
15
+ {t('customers.companies.dashboard.upcomingMeetings', 'Upcoming meetings')}
16
+ </h3>
17
+ <p className="mt-3 text-sm text-muted-foreground">{t('customers.companies.dashboard.noMeetings', 'No upcoming meetings')}</p>
18
+ </div>
19
+ )
20
+ }
21
+
22
+ return (
23
+ <div className="rounded-lg border bg-card p-5">
24
+ <div className="flex items-center justify-between">
25
+ <h3 className="flex items-center gap-2 text-sm font-semibold text-foreground">
26
+ <Calendar className="size-4" />
27
+ {t('customers.companies.dashboard.upcomingMeetings', 'Upcoming meetings')}
28
+ <span className="rounded-full bg-muted px-1.5 py-0.5 text-xs font-medium text-muted-foreground">
29
+ {meetings.length}
30
+ </span>
31
+ </h3>
32
+ <Button type="button" variant="link" size="sm" className="h-auto p-0 text-xs">
33
+ {t('customers.companies.dashboard.seeAll', 'See all')}
34
+ <ChevronRight className="ml-0.5 size-3" />
35
+ </Button>
36
+ </div>
37
+ <div className="mt-3 divide-y">
38
+ {meetings.map((meeting) => {
39
+ const date = meeting.scheduledAt ? new Date(meeting.scheduledAt) : null
40
+ return (
41
+ <div key={meeting.id} className="flex items-center justify-between gap-4 py-3 first:pt-0 last:pb-0">
42
+ <div className="min-w-0 flex-1">
43
+ <div className="flex items-center gap-2">
44
+ <span className="text-xs text-muted-foreground">
45
+ {date ? date.toLocaleDateString(undefined, { weekday: 'short', month: 'short', day: 'numeric' }) : '—'}
46
+ </span>
47
+ </div>
48
+ <p className="mt-0.5 truncate text-sm font-medium text-foreground">{meeting.title || meeting.interactionType}</p>
49
+ {meeting.authorName && (
50
+ <p className="text-xs text-muted-foreground">{meeting.authorName}</p>
51
+ )}
52
+ </div>
53
+ <div className="flex shrink-0 items-center gap-2">
54
+ <Button type="button" variant="outline" size="sm" className="h-7 text-xs">
55
+ {t('customers.companies.dashboard.details', 'Details')}
56
+ </Button>
57
+ </div>
58
+ </div>
59
+ )
60
+ })}
61
+ </div>
62
+ </div>
63
+ )
64
+ }
@@ -0,0 +1,78 @@
1
+ import type { KpiTrend } from '@open-mercato/ui/backend/charts/KpiCard'
2
+ import type { DealSummary, InteractionSummary, TodoLinkSummary } from '../../formConfig'
3
+
4
+ export function sumActiveDeals(deals: DealSummary[]): number {
5
+ return deals
6
+ .filter((d) => d.status !== 'won' && d.status !== 'lost' && d.status !== 'closed')
7
+ .reduce((sum, d) => {
8
+ const amount = typeof d.valueAmount === 'number' ? d.valueAmount : parseFloat(String(d.valueAmount ?? '0'))
9
+ return sum + (Number.isFinite(amount) ? amount : 0)
10
+ }, 0)
11
+ }
12
+
13
+ export function getActiveDeals(deals: DealSummary[]): DealSummary[] {
14
+ return deals.filter((d) => d.status !== 'won' && d.status !== 'lost' && d.status !== 'closed')
15
+ }
16
+
17
+ export function getOpenTasks(todos: TodoLinkSummary[]): TodoLinkSummary[] {
18
+ return todos.filter((t) => !t.isDone).sort((a, b) => {
19
+ if (!a.dueAt && !b.dueAt) return 0
20
+ if (!a.dueAt) return 1
21
+ if (!b.dueAt) return -1
22
+ return new Date(a.dueAt).getTime() - new Date(b.dueAt).getTime()
23
+ })
24
+ }
25
+
26
+ export function getUpcomingMeetings(interactions: InteractionSummary[]): InteractionSummary[] {
27
+ const now = new Date()
28
+ return interactions
29
+ .filter((i) => i.scheduledAt && new Date(i.scheduledAt) > now)
30
+ .sort((a, b) => new Date(a.scheduledAt!).getTime() - new Date(b.scheduledAt!).getTime())
31
+ .slice(0, 3)
32
+ }
33
+
34
+ export function getRecentActivity(interactions: InteractionSummary[]): InteractionSummary[] {
35
+ const weekAgo = new Date()
36
+ weekAgo.setDate(weekAgo.getDate() - 7)
37
+ return interactions
38
+ .filter((i) => {
39
+ const date = i.occurredAt ?? i.scheduledAt
40
+ return date && new Date(date) >= weekAgo
41
+ })
42
+ .sort((a, b) => {
43
+ const da = a.occurredAt ?? a.scheduledAt ?? ''
44
+ const db = b.occurredAt ?? b.scheduledAt ?? ''
45
+ return new Date(db).getTime() - new Date(da).getTime()
46
+ })
47
+ .slice(0, 4)
48
+ }
49
+
50
+ export function computeActivityTrend(interactions: InteractionSummary[]): KpiTrend | undefined {
51
+ const now = Date.now()
52
+ const weekMs = 7 * 86_400_000
53
+ const thisWeek = interactions.filter((i) => {
54
+ const d = i.occurredAt ?? i.scheduledAt
55
+ return d && now - new Date(d).getTime() < weekMs
56
+ }).length
57
+ const lastWeek = interactions.filter((i) => {
58
+ const d = i.occurredAt ?? i.scheduledAt
59
+ if (!d) return false
60
+ const diff = now - new Date(d).getTime()
61
+ return diff >= weekMs && diff < weekMs * 2
62
+ }).length
63
+ if (lastWeek === 0 && thisWeek === 0) return undefined
64
+ if (lastWeek === 0) return { value: 100, direction: 'up' }
65
+ const pct = ((thisWeek - lastWeek) / lastWeek) * 100
66
+ if (Math.abs(pct) < 0.5) return { value: 0, direction: 'unchanged' }
67
+ return { value: Math.abs(pct), direction: pct > 0 ? 'up' : 'down' }
68
+ }
69
+
70
+ export function computeDealTrend(deals: DealSummary[]): KpiTrend | undefined {
71
+ const active = deals.filter((d) => d.status !== 'won' && d.status !== 'lost' && d.status !== 'closed')
72
+ if (active.length === 0) return undefined
73
+ const now = Date.now()
74
+ const monthMs = 30 * 86_400_000
75
+ const recentDeals = active.filter((d) => d.createdAt && now - new Date(d.createdAt).getTime() < monthMs).length
76
+ if (recentDeals > 0) return { value: recentDeals * 10, direction: 'up' }
77
+ return { value: 0, direction: 'unchanged' }
78
+ }
@@ -0,0 +1,91 @@
1
+ /**
2
+ * Shared health score computation for CRM relationship health widgets.
3
+ */
4
+ import type { InteractionSummary } from '../formConfig'
5
+
6
+ export type HealthVariant = 'success' | 'warning' | 'error'
7
+
8
+ export type HealthScore = {
9
+ score: number
10
+ label: string
11
+ variant: HealthVariant
12
+ lastContactDays: number | null
13
+ }
14
+
15
+ export function computeHealthScore(interactions: InteractionSummary[]): HealthScore {
16
+ const now = Date.now()
17
+ const dayMs = 86_400_000
18
+
19
+ const dates = interactions
20
+ .map((i) => i.occurredAt ?? i.scheduledAt)
21
+ .filter(Boolean)
22
+ .map((d) => new Date(d!).getTime())
23
+ const lastContactMs = dates.length > 0 ? Math.max(...dates) : 0
24
+ const daysSinceContact = lastContactMs > 0 ? Math.floor((now - lastContactMs) / dayMs) : 999
25
+
26
+ let recencyScore: number
27
+ if (daysSinceContact <= 7) recencyScore = 100
28
+ else if (daysSinceContact <= 30) recencyScore = 75
29
+ else if (daysSinceContact <= 60) recencyScore = 50
30
+ else if (daysSinceContact <= 90) recencyScore = 25
31
+ else recencyScore = 0
32
+
33
+ const last30 = interactions.filter((i) => {
34
+ const d = i.occurredAt ?? i.scheduledAt
35
+ return d && now - new Date(d).getTime() < 30 * dayMs
36
+ }).length
37
+
38
+ let frequencyScore: number
39
+ if (last30 >= 5) frequencyScore = 100
40
+ else if (last30 >= 3) frequencyScore = 75
41
+ else if (last30 >= 1) frequencyScore = 50
42
+ else frequencyScore = 0
43
+
44
+ const types = new Set(interactions.map((i) => i.interactionType))
45
+ let diversityScore: number
46
+ if (types.size >= 4) diversityScore = 100
47
+ else if (types.size >= 3) diversityScore = 75
48
+ else if (types.size >= 2) diversityScore = 50
49
+ else if (types.size >= 1) diversityScore = 25
50
+ else diversityScore = 0
51
+
52
+ const weekBuckets = new Set(
53
+ interactions
54
+ .map((i) => i.occurredAt ?? i.scheduledAt)
55
+ .filter(Boolean)
56
+ .map((d) => Math.floor(new Date(d!).getTime() / (7 * dayMs))),
57
+ )
58
+ let consistencyScore: number
59
+ if (weekBuckets.size >= 8) consistencyScore = 100
60
+ else if (weekBuckets.size >= 4) consistencyScore = 75
61
+ else if (weekBuckets.size >= 2) consistencyScore = 50
62
+ else consistencyScore = 25
63
+
64
+ const score = Math.round(
65
+ recencyScore * 0.4 + frequencyScore * 0.3 + diversityScore * 0.15 + consistencyScore * 0.15,
66
+ )
67
+
68
+ let label: string
69
+ let variant: HealthVariant
70
+ if (score >= 70) { label = 'healthy'; variant = 'success' }
71
+ else if (score >= 40) { label = 'watchful'; variant = 'warning' }
72
+ else { label = 'at risk'; variant = 'error' }
73
+
74
+ return { score, label, variant, lastContactDays: daysSinceContact < 999 ? daysSinceContact : null }
75
+ }
76
+
77
+ /**
78
+ * Shared health variant → semantic status token mappings.
79
+ * Used by RelationshipHealthCard and RelationshipHealthWidget.
80
+ */
81
+ export const HEALTH_ICON_CLASSES: Record<HealthVariant, string> = {
82
+ success: 'text-status-success-icon',
83
+ warning: 'text-status-warning-icon',
84
+ error: 'text-status-error-icon',
85
+ }
86
+
87
+ export const HEALTH_BADGE_CLASSES: Record<HealthVariant, string> = {
88
+ success: 'bg-status-success-bg text-status-success-text',
89
+ warning: 'bg-status-warning-bg text-status-warning-text',
90
+ error: 'bg-status-error-bg text-status-error-text',
91
+ }
@@ -35,16 +35,16 @@ async function fetchCurrencyDictionary(): Promise<CurrencyDictionaryPayload> {
35
35
  }
36
36
  const entriesRaw = Array.isArray(payload?.entries) ? payload.entries : []
37
37
  const entries: CurrencyDictionaryEntry[] = entriesRaw
38
- .map((entry: any): CurrencyDictionaryEntry | null => {
39
- const value = typeof entry?.value === 'string' ? entry.value.trim().toUpperCase() : ''
38
+ .map((entry: Record<string, unknown>): CurrencyDictionaryEntry | null => {
39
+ const value = typeof entry.value === 'string' ? entry.value.trim().toUpperCase() : ''
40
40
  const label =
41
- typeof entry?.label === 'string' && entry.label.trim().length
41
+ typeof entry.label === 'string' && entry.label.trim().length
42
42
  ? entry.label.trim()
43
43
  : value
44
- const entryId = typeof entry?.id === 'string' ? entry.id : value
44
+ const entryId = typeof entry.id === 'string' ? entry.id : value
45
45
  if (!value) return null
46
- const color = typeof entry?.color === 'string' && entry.color.trim().length ? entry.color.trim() : null
47
- const icon = typeof entry?.icon === 'string' && entry.icon.trim().length ? entry.icon.trim() : null
46
+ const color = typeof entry.color === 'string' && entry.color.trim().length ? entry.color.trim() : null
47
+ const icon = typeof entry.icon === 'string' && entry.icon.trim().length ? entry.icon.trim() : null
48
48
  return { id: entryId, value, label, color, icon }
49
49
  })
50
50
  .filter((entry: CurrencyDictionaryEntry | null): entry is CurrencyDictionaryEntry => entry !== null)
@@ -68,8 +68,8 @@ export function useCurrencyDictionary() {
68
68
  }, [])
69
69
 
70
70
  const data = entry?.client.getQueryData<CurrencyDictionaryPayload>(QUERY_KEY) ?? null
71
- const isLoading = !data && !(result && (result as any).status === 'error')
72
- const error = (result && (result as any).status === 'error') ? (result as any).error ?? null : null
71
+ const isLoading = !data && !(result && result.status === 'error')
72
+ const error = (result && result.status === 'error') ? result.error ?? null : null
73
73
  const refetch = React.useCallback(async () => {
74
74
  const current = cache.get(CACHE_KEY)
75
75
  const client = current?.client ?? new QueryClient()
@@ -26,16 +26,19 @@ const DICTIONARY_STALE_TIME = 5 * 60 * 1000
26
26
 
27
27
  const BASE_DICTIONARY_QUERY_KEY = ['customers', 'dictionaries'] as const
28
28
 
29
- export const customerDictionaryQueryKey = (kind: CustomerDictionaryKind, scopeVersion = 0) =>
30
- [...BASE_DICTIONARY_QUERY_KEY, kind, `scope:${scopeVersion}`] as const
29
+ export const customerDictionaryQueryKey = (kind: CustomerDictionaryKind, scopeVersion = 0, organizationId?: string | null) =>
30
+ [...BASE_DICTIONARY_QUERY_KEY, kind, `scope:${scopeVersion}`, organizationId ? `org:${organizationId}` : 'org:default'] as const
31
31
 
32
- export const customerDictionaryQueryOptions = (kind: CustomerDictionaryKind, scopeVersion = 0) => ({
33
- queryKey: customerDictionaryQueryKey(kind, scopeVersion),
32
+ export const customerDictionaryQueryOptions = (kind: CustomerDictionaryKind, scopeVersion = 0, organizationId?: string | null) => ({
33
+ queryKey: customerDictionaryQueryKey(kind, scopeVersion, organizationId),
34
34
  staleTime: DICTIONARY_STALE_TIME,
35
35
  gcTime: DICTIONARY_STALE_TIME,
36
36
  queryFn: async (): Promise<CustomerDictionaryQueryData> => {
37
+ const url = organizationId
38
+ ? `/api/customers/dictionaries/${kind}?organizationId=${encodeURIComponent(organizationId)}`
39
+ : `/api/customers/dictionaries/${kind}`
37
40
  const payload = await readApiResultOrThrow<Record<string, unknown>>(
38
- `/api/customers/dictionaries/${kind}`,
41
+ url,
39
42
  undefined,
40
43
  { errorMessage: 'Failed to load dictionary entries.' },
41
44
  )
@@ -81,8 +84,9 @@ export const customerDictionaryQueryOptions = (kind: CustomerDictionaryKind, sco
81
84
  export function useCustomerDictionary(
82
85
  kind: CustomerDictionaryKind,
83
86
  scopeVersion = 0,
87
+ organizationId?: string | null,
84
88
  ): UseQueryResult<CustomerDictionaryQueryData> {
85
- return useQuery(customerDictionaryQueryOptions(kind, scopeVersion))
89
+ return useQuery(customerDictionaryQueryOptions(kind, scopeVersion, organizationId))
86
90
  }
87
91
 
88
92
  export async function invalidateCustomerDictionary(queryClient: QueryClient, kind: CustomerDictionaryKind) {