@open-mercato/core 0.5.1-develop.2996.ce62fd491c → 0.5.1-develop.3032.01699048cb

package/dist/modules/customers/api/companies/route.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/api/companies/route.ts"],
-  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerCompanyProfile,\n  CustomerDealCompanyLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { companyCreateSchema, companyUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  consumeAdvancedFilterState,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport {\n  buildCustomFieldFiltersFromQuery,\n  extractAllCustomFieldEntries,\n  splitCustomFieldPayload,\n} from '@open-mercato/shared/lib/crud/custom-fields'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { mergeAdvancedFilters } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport { withActiveCustomerPersonCompanyLinkFilter } from '../../lib/personCompanyLinkTable'\nimport { normalizeCompanyProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedPersonId: z.string().uuid().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.companies.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_entity,\n  },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedQuery = { ...query }\n      const advancedFilterState = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'company' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n              ctx,\n              query: query.search,\n              sources: [\n                {\n                  entityType: E.customers.customer_entity,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'description',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'next_interaction_name',\n                  ],\n                },\n                {\n                  entityType: E.customers.customer_company_profile,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'description',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'legal_name',\n                    'brand_name',\n                    'domain',\n                    'website_url',\n                    'industry',\n                    'size_bucket',\n                    'annual_revenue',\n                  ],\n                  mapToEntityIds: {\n                    table: 'customer_companies',\n                    targetColumn: 'entity_id',\n                  },\n                },\n              ],\n            })\n          : null\n        if (matchingIds !== null && matchingIds.length > 0) {\n          applyEntityIdRestriction(filters, matchingIds)\n        } else {\n          const searchPattern = `%${escapeLikePattern(query.search)}%`\n          filters.$or = [\n            { display_name: { $ilike: searchPattern } },\n            { primary_email: { $ilike: searchPattern } },\n            { primary_phone: { $ilike: searchPattern } },\n            { description: { $ilike: searchPattern } },\n            { next_interaction_name: { $ilike: searchPattern } },\n          ]\n        }\n      }\n      if (query.status) {\n        filters.status = { $eq: query.status }\n      }\n      if (query.lifecycleStage) {\n        filters.lifecycle_stage = { $eq: query.lifecycleStage }\n      }\n      if (query.source) {\n        filters.source = { $eq: query.source }\n      }\n      const tagIdsRaw = typeof query.tagIds === 'string' ? query.tagIds : ''\n      const tagIds = tagIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n      const tagIdsEmpty = parseBooleanToken(query.tagIdsEmpty) === true\n      if (tagIdsEmpty) {\n        filters.id = { $eq: '00000000-0000-0000-0000-000000000000' }\n      } else if (tagIds.length > 0) {\n        filters['tag_assignments.tag_id'] = { $in: tagIds }\n      }\n      const excludedIds = new Set<string>()\n      const excludeIdsRaw = typeof query.excludeIds === 'string' ? query.excludeIds : ''\n      excludeIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n        .forEach((value: string) => excludedIds.add(value))\n      if (ctx && query.excludeLinkedPersonId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const linkWhere = await withActiveCustomerPersonCompanyLinkFilter(\n            em,\n            { person: query.excludeLinkedPersonId },\n            'customers.companies.GET',\n          )\n          const links = await findWithDecryption(\n            em,\n            CustomerPersonCompanyLink,\n            linkWhere,\n            { populate: ['company'] },\n            decryptionScope,\n          )\n          links.forEach((link) => {\n            const companyId = link.company?.id\n            if (typeof companyId === 'string' && companyId.length > 0) excludedIds.add(companyId)\n          })\n        } catch (err) {\n          console.warn('[customers.companies.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      if (typeof query.excludeLinkedCompanyId === 'string' && query.excludeLinkedCompanyId.length > 0) {\n        excludedIds.add(query.excludeLinkedCompanyId)\n      }\n      if (ctx && query.excludeLinkedDealId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const links = await findWithDecryption(\n            em,\n            CustomerDealCompanyLink,\n            {\n              deal: query.excludeLinkedDealId,\n            },\n            { populate: ['company'] },\n            decryptionScope,\n          )\n          links.forEach((link) => {\n            const companyId = link.company?.id\n            if (typeof companyId === 'string' && companyId.length > 0) excludedIds.add(companyId)\n          })\n        } catch (err) {\n          console.warn('[customers.companies.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      applyEntityIdExclusion(filters, Array.from(excludedIds))\n      const email = typeof query.email === 'string' ? query.email.trim().toLowerCase() : ''\n      const emailStartsWith = typeof query.emailStartsWith === 'string' ? query.emailStartsWith.trim().toLowerCase() : ''\n      const emailContains = typeof query.emailContains === 'string' ? query.emailContains.trim().toLowerCase() : ''\n      if (email) {\n        filters.primary_email = { $eq: email }\n      } else if (emailStartsWith) {\n        filters.primary_email = { $ilike: `${escapeLikePattern(emailStartsWith)}%` }\n      } else if (emailContains) {\n        filters.primary_email = { $ilike: `%${escapeLikePattern(emailContains)}%` }\n      }\n      const hasEmail = parseBooleanToken(query.hasEmail)\n      if (!email && !emailStartsWith && !emailContains && hasEmail !== null) {\n        filters.primary_email = { $exists: hasEmail }\n      }\n      const hasPhone = parseBooleanToken(query.hasPhone)\n      if (hasPhone !== null) {\n        filters.primary_phone = { $exists: hasPhone }\n      }\n      const hasNextInteraction = parseBooleanToken(query.hasNextInteraction)\n      if (hasNextInteraction !== null) {\n        filters.next_interaction_at = { $exists: hasNextInteraction }\n      }\n      const createdRange: Record<string, Date> = {}\n      if (query.createdFrom) {\n        const from = new Date(query.createdFrom)\n        if (!Number.isNaN(from.getTime())) createdRange.$gte = from\n      }\n      if (query.createdTo) {\n        const to = new Date(query.createdTo)\n        if (!Number.isNaN(to.getTime())) createdRange.$lte = to\n      }\n      if (Object.keys(createdRange).length) {\n        filters.created_at = createdRange\n      }\n      if (ctx) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const cfFilters = await buildCustomFieldFiltersFromQuery({\n            entityIds: [E.customers.customer_entity, E.customers.customer_company_profile],\n            query,\n            em,\n            tenantId: ctx.auth?.tenantId ?? null,\n          })\n          Object.assign(filters, cfFilters)\n        } catch (err) {\n          console.warn('[customers.companies.list] custom field filter resolution failed; falling back to base filters', err)\n        }\n      }\n      if (ctx && advancedFilterState) {\n        const advancedFilters = mergeAdvancedFilters(\n          { ...filters },\n          advancedQuery as Record<string, unknown>,\n        )\n        const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n          ctx,\n          entityId: E.customers.customer_entity,\n          filters: advancedFilters,\n          customFieldSources: [\n            {\n              entityId: E.customers.customer_company_profile,\n              table: 'customer_companies',\n              alias: 'company_profile',\n              recordIdColumn: 'id',\n              join: { fromField: 'id', toField: 'entity_id' },\n            },\n          ],\n          joins: [\n            {\n              alias: 'tag_assignments',\n              table: 'customer_tag_assignments',\n              from: { field: 'id' },\n              to: { field: 'entity_id' },\n              type: 'left',\n            },\n          ],\n        })\n        applyEntityIdRestriction(filters, matchedIds)\n      }\n      return filters\n    },\n    customFieldSources: [\n      {\n        entityId: E.customers.customer_company_profile,\n        table: 'customer_companies',\n        alias: 'company_profile',\n        recordIdColumn: 'id',\n        join: { fromField: 'id', toField: 'entity_id' },\n      },\n    ],\n    joins: [\n      {\n        alias: 'tag_assignments',\n        table: 'customer_tag_assignments',\n        from: { field: 'id' },\n        to: { field: 'entity_id' },\n        type: 'left',\n      },\n    ],\n    transformItem: (item) => {\n      if (!item || typeof item !== 'object') return item\n      const record = item as Record<string, unknown>\n      const normalized: Record<string, unknown> = { ...record }\n      delete normalized.kind\n      const cfEntries = extractAllCustomFieldEntries(record)\n      for (const key of Object.keys(normalized)) {\n        if (key.startsWith('cf:')) {\n          delete normalized[key]\n        }\n      }\n      return { ...normalized, ...cfEntries }\n    },\n  },\n  actions: {\n    create: {\n      commandId: 'customers.companies.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const { base, custom } = splitCustomFieldPayload(scoped)\n        const parsed = companyCreateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: ({ result }) => ({\n        id: result?.entityId ?? result?.id ?? null,\n        companyId: result?.companyId ?? null,\n      }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.companies.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const normalized = normalizeCompanyProfilePayload(scoped, translate)\n        const { base, custom } = splitCustomFieldPayload(normalized)\n        const parsed = companyUpdateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: () => ({ ok: true }),\n    },\n    delete: {\n      commandId: 'customers.companies.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.company_required', 'Company id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload?.items) ? payload.items : []\n      const ids = items\n        .map((item: unknown) => (item && typeof item === 'object' && typeof (item as Record<string, unknown>).id === 'string'\n          ? (item as Record<string, unknown>).id as string\n          : null))\n        .filter((id: string | null): id is string => typeof id === 'string' && id.length > 0)\n      if (!ids.length) return\n\n      const where: Record<string, unknown> = {\n        entity: { $in: ids },\n        tenantId: ctx.auth?.tenantId ?? null,\n      }\n      if (ctx.selectedOrganizationId) {\n        where.organizationId = ctx.selectedOrganizationId\n      }\n\n      const profiles = await findWithDecryption(\n        ctx.container.resolve('em') as EntityManager,\n        CustomerCompanyProfile,\n        where as FilterQuery<CustomerCompanyProfile>,\n        { populate: ['entity'] },\n        {\n          tenantId: ctx.auth?.tenantId ?? null,\n          organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n        },\n      )\n\n      const profilesByEntityId = new Map<string, CustomerCompanyProfile>()\n      for (const profile of profiles) {\n        const profileEntity = (profile as { entity?: { id?: unknown } }).entity\n        const entityId = typeof profileEntity?.id === 'string' ? profileEntity.id : null\n        if (entityId) profilesByEntityId.set(entityId, profile)\n      }\n\n      payload.items = items.map((item: unknown) => {\n        if (!item || typeof item !== 'object') return item\n        const record = item as Record<string, unknown>\n        const profile = typeof record.id === 'string' ? profilesByEntityId.get(record.id) : undefined\n        if (!profile) return item\n        return {\n          ...record,\n          legal_name: profile.legalName ?? null,\n          brand_name: profile.brandName ?? null,\n          domain: profile.domain ?? null,\n          website_url: profile.websiteUrl ?? null,\n          industry: profile.industry ?? null,\n          size_bucket: profile.sizeBucket ?? null,\n          annual_revenue: profile.annualRevenue ?? null,\n        }\n      })\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst companyListItemSchema = z.object({\n  id: z.string().uuid(),\n  display_name: z.string().optional(),\n  description: z.string().nullable().optional(),\n  owner_user_id: z.string().uuid().nullable().optional(),\n  primary_email: z.string().nullable().optional(),\n  primary_phone: z.string().nullable().optional(),\n  status: z.string().nullable().optional(),\n  lifecycle_stage: z.string().nullable().optional(),\n  source: z.string().nullable().optional(),\n  next_interaction_at: z.string().nullable().optional(),\n  next_interaction_name: z.string().nullable().optional(),\n  next_interaction_ref_id: z.string().nullable().optional(),\n  next_interaction_icon: z.string().nullable().optional(),\n  next_interaction_color: z.string().nullable().optional(),\n  organization_id: z.string().uuid().nullable().optional(),\n  tenant_id: z.string().uuid().nullable().optional(),\n  created_at: z.string().nullable().optional(),\n})\n\nconst companyCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n  companyId: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Company',\n  pluralName: 'Companies',\n  querySchema: listSchema,\n  listResponseSchema: createPagedListResponseSchema(companyListItemSchema),\n  create: {\n    schema: companyCreateSchema,\n    responseSchema: companyCreateResponseSchema,\n    description: 'Creates a company record and associated profile data.',\n  },\n  update: {\n    schema: companyUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates company profile fields, tags, or custom attributes.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a company by id. The identifier can be provided via body or query.',\n  },\n})\n"],
-  "mappings": 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+  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerCompanyProfile,\n  CustomerDealCompanyLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { companyCreateSchema, companyUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  consumeAdvancedFilterState,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport {\n  buildCustomFieldFiltersFromQuery,\n  extractAllCustomFieldEntries,\n  splitCustomFieldPayload,\n} from '@open-mercato/shared/lib/crud/custom-fields'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { mergeAdvancedFilters } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n} from '../../lib/personCompanyLinkTable'\nimport { normalizeCompanyProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedPersonId: z.string().uuid().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.companies.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_entity,\n  },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedQuery = { ...query }\n      const advancedFilterState = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'company' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? 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query.tagIds : ''\n      const tagIds = tagIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n      const tagIdsEmpty = parseBooleanToken(query.tagIdsEmpty) === true\n      if (tagIdsEmpty) {\n        filters.id = { $eq: '00000000-0000-0000-0000-000000000000' }\n      } else if (tagIds.length > 0) {\n        filters['tag_assignments.tag_id'] = { $in: tagIds }\n      }\n      const excludedIds = new Set<string>()\n      const excludeIdsRaw = typeof query.excludeIds === 'string' ? query.excludeIds : ''\n      excludeIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n        .forEach((value: string) => excludedIds.add(value))\n      if (ctx && query.excludeLinkedPersonId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? 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 }

package/dist/modules/customers/api/people/[id]/companies/enriched/route.js

@@ -17,7 +17,10 @@ import {
   CustomerDealCompanyLink,
   CustomerInteraction
 } from "../../../../../data/entities.js";
-import { withActiveCustomerPersonCompanyLinkFilter } from "../../../../../lib/personCompanyLinkTable.js";
+import {
+  filterActivePersonCompanyLinks,
+  withActiveCustomerPersonCompanyLinkFilter
+} from "../../../../../lib/personCompanyLinkTable.js";
 const paramsSchema = z.object({
   id: z.string().uuid()
 });
@@ -160,12 +163,14 @@ async function GET(req, ctx) {
       },
       "customers.people.companiesEnriched.GET"
     );
-    const links = await findWithDecryption(
-      em,
-      CustomerPersonCompanyLink,
-      linkWhere,
-      { populate: ["company"] },
-      entityScope
+    const links = filterActivePersonCompanyLinks(
+      await findWithDecryption(
+        em,
+        CustomerPersonCompanyLink,
+        linkWhere,
+        { populate: ["company"] },
+        entityScope
+      )
     );
     const companyIds = links.map((link) => link.company.id);
     if (companyIds.length === 0) {

package/dist/modules/customers/api/people/[id]/companies/enriched/route.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../../../src/modules/customers/api/people/%5Bid%5D/companies/enriched/route.ts"],
-  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'\nimport { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { findWithDecryption, findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerEntity,\n  CustomerCompanyProfile,\n  CustomerPersonCompanyLink,\n  CustomerAddress,\n  CustomerCompanyBilling,\n  CustomerPersonCompanyRole,\n  CustomerTagAssignment,\n  CustomerDealCompanyLink,\n  CustomerDeal,\n  CustomerInteraction,\n} from '../../../../../data/entities'\nimport { withActiveCustomerPersonCompanyLinkFilter } from '../../../../../lib/personCompanyLinkTable'\n\nconst paramsSchema = z.object({\n  id: z.string().uuid(),\n})\n\nconst querySchema = z.object({\n  page: z.coerce.number().min(1).default(1),\n  pageSize: z.coerce.number().min(1).max(100).default(20),\n  search: z.string().optional(),\n  sort: z.enum(['name-asc', 'name-desc', 'recent']).default('name-asc'),\n})\n\nexport const metadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n}\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  methods: {\n    GET: {\n      summary: 'Get enriched company data for a person\\'s linked companies',\n      query: querySchema,\n      responses: [\n        {\n          status: 200,\n          description: 'Enriched company rows with profile, billing, tags, deals and more',\n          schema: z.object({\n            items: z.array(\n              z.object({\n                linkId: z.string().uuid(),\n                companyId: z.string().uuid(),\n                displayName: z.string(),\n                isPrimary: z.boolean(),\n                subtitle: z.string().nullable(),\n                profile: z\n                  .object({\n                    industry: z.string().nullable(),\n                    sizeBucket: z.string().nullable(),\n                    legalName: z.string().nullable(),\n                    domain: z.string().nullable(),\n                    websiteUrl: z.string().nullable(),\n                  })\n                  .nullable(),\n                billing: z\n                  .object({\n                    bankName: z.string().nullable(),\n                    bankAccountMasked: z.string().nullable(),\n                    paymentTerms: z.string().nullable(),\n                    preferredCurrency: z.string().nullable(),\n                  })\n                  .nullable(),\n                primaryAddress: z.object({ formatted: z.string() }).nullable(),\n                tags: z.array(\n                  z.object({\n                    id: z.string().uuid(),\n                    label: z.string(),\n                    color: z.string().nullable(),\n                  }),\n                ),\n                roles: z.array(\n                  z.object({\n                    id: z.string().uuid(),\n                    roleValue: z.string(),\n                  }),\n                ),\n                activeDeal: z\n                  .object({\n                    title: z.string(),\n                    valueAmount: z.string().nullable(),\n                    valueCurrency: z.string().nullable(),\n                  })\n                  .nullable(),\n                lastContactAt: z.string().nullable(),\n                clv: z.object({ amount: z.number(), currency: z.string() }).nullable(),\n                status: z.string().nullable(),\n                lifecycleStage: z.string().nullable(),\n                temperature: z.string().nullable(),\n                renewalQuarter: z.string().nullable(),\n              }),\n            ),\n            total: z.number().int().nonnegative(),\n            page: z.number().int().min(1),\n            pageSize: z.number().int().min(1),\n            totalPages: z.number().int().min(1),\n          }),\n        },\n      ],\n    },\n  },\n}\n\nfunction formatAddress(address: CustomerAddress): string {\n  return [address.addressLine1, address.city, address.region, address.postalCode]\n    .filter(Boolean)\n    .join(', ')\n}\n\nfunction buildSubtitle(industry: string | null | undefined, address: CustomerAddress | null): string | null {\n  const parts: string[] = []\n  if (industry) parts.push(industry)\n  if (address) {\n    const locationParts = [address.city, address.region].filter(Boolean)\n    if (locationParts.length > 0) parts.push(locationParts.join(', '))\n  }\n  return parts.length > 0 ? parts.join(' \u00B7 ') : null\n}\n\nfunction matchesSearch(item: Record<string, unknown>, query: string): boolean {\n  const normalized = query.trim().toLowerCase()\n  if (!normalized.length) return true\n  return [\n    typeof item.displayName === 'string' ? item.displayName : null,\n    typeof item.subtitle === 'string' ? item.subtitle : null,\n    typeof item.status === 'string' ? item.status : null,\n    typeof item.lifecycleStage === 'string' ? item.lifecycleStage : null,\n    typeof item.temperature === 'string' ? item.temperature : null,\n    typeof item.renewalQuarter === 'string' ? item.renewalQuarter : null,\n  ]\n    .filter((value): value is string => typeof value === 'string' && value.length > 0)\n    .some((value) => value.toLowerCase().includes(normalized))\n}\n\nexport async function GET(req: Request, ctx: { params?: { id?: string } }) {\n  const { translate } = await resolveTranslations()\n  try {\n    const { id } = paramsSchema.parse({ id: ctx.params?.id })\n\n    const auth = await getAuthFromRequest(req)\n    if (!auth?.tenantId) {\n      throw new CrudHttpError(401, { error: translate('customers.errors.unauthorized', 'Unauthorized') })\n    }\n    const url = new URL(req.url)\n    const query = querySchema.parse({\n      page: url.searchParams.get('page') ?? undefined,\n      pageSize: url.searchParams.get('pageSize') ?? undefined,\n      search: url.searchParams.get('search') ?? undefined,\n      sort: url.searchParams.get('sort') ?? undefined,\n    })\n\n    const container = await createRequestContainer()\n    const scope = await resolveOrganizationScopeForRequest({ container, auth, request: req })\n    const em = (container.resolve('em') as EntityManager).fork()\n\n    const decryptionScope = { tenantId: auth.tenantId, organizationId: auth.orgId ?? null }\n    const person = await findOneWithDecryption(em, CustomerEntity, { id, kind: 'person', tenantId: auth.tenantId, deletedAt: null }, {}, decryptionScope)\n    if (!person) {\n      throw new CrudHttpError(404, { error: translate('customers.errors.person_not_found', 'Person not found') })\n    }\n\n    const allowedOrgIds = new Set<string>()\n    if (scope?.filterIds?.length) scope.filterIds.forEach((entry) => allowedOrgIds.add(entry))\n    else if (auth.orgId) allowedOrgIds.add(auth.orgId)\n\n    if (allowedOrgIds.size > 0 && !allowedOrgIds.has(person.organizationId)) {\n      throw new CrudHttpError(403, { error: translate('customers.errors.access_denied', 'Access denied') })\n    }\n\n    const entityScope = { tenantId: auth.tenantId, organizationId: person.organizationId }\n    const linkWhere = await withActiveCustomerPersonCompanyLinkFilter(\n      em,\n      {\n        person,\n        tenantId: auth.tenantId,\n      },\n      'customers.people.companiesEnriched.GET',\n    )\n    const links = await findWithDecryption(\n      em,\n      CustomerPersonCompanyLink,\n      linkWhere,\n      { populate: ['company'] },\n      entityScope,\n    )\n\n    const companyIds = links.map((link) => (link.company as CustomerEntity).id)\n\n    if (companyIds.length === 0) {\n      return NextResponse.json({\n        items: [],\n        total: 0,\n        page: 1,\n        pageSize: query.pageSize,\n        totalPages: 1,\n      })\n    }\n\n    const tenantScope = { tenantId: auth.tenantId, organizationId: person.organizationId }\n    const [allProfiles, allAddresses, allBillings, allTagAssignments, allRoles, allDealLinks, allInteractions] =\n      await Promise.all([\n        findWithDecryption(em, CustomerCompanyProfile, { entity: { $in: companyIds }, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerAddress, { entity: { $in: companyIds }, isPrimary: true, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerCompanyBilling, { entity: { $in: companyIds }, ...tenantScope }, {}, entityScope),\n        findWithDecryption(em, CustomerTagAssignment, { entity: { $in: companyIds }, ...tenantScope }, { populate: ['tag'] }, entityScope),\n        findWithDecryption(em, CustomerPersonCompanyRole, { personEntity: person, companyEntity: { $in: companyIds }, ...tenantScope }, {}, entityScope),\n        // CustomerDealCompanyLink is a pure junction table without tenantId/organizationId columns;\n        // scoping flows transitively through the already-tenant-scoped `company` filter.\n        findWithDecryption(em, CustomerDealCompanyLink, { company: { $in: companyIds } }, { populate: ['deal'] }, entityScope),\n        findWithDecryption(em, CustomerInteraction, {\n          entity: { $in: companyIds },\n          occurredAt: { $ne: null },\n          deletedAt: null,\n          ...tenantScope,\n        }, { orderBy: { occurredAt: 'DESC' } }, entityScope),\n      ])\n\n    const profileByCompany = new Map(allProfiles.map((p) => [(p.entity as { id: string }).id, p]))\n    const addressByCompany = new Map(allAddresses.map((a) => [(a.entity as { id: string }).id, a]))\n    const billingByCompany = new Map(allBillings.map((b) => [(b.entity as { id: string }).id, b]))\n\n    const tagsByCompany = new Map<string, typeof allTagAssignments>()\n    for (const ta of allTagAssignments) {\n      const entityId = (ta.entity as { id: string }).id\n      const existing = tagsByCompany.get(entityId) ?? []\n      existing.push(ta)\n      tagsByCompany.set(entityId, existing)\n    }\n\n    const rolesByCompany = new Map<string, typeof allRoles>()\n    for (const role of allRoles) {\n      const entityId = (role.companyEntity as { id: string }).id\n      const existing = rolesByCompany.get(entityId) ?? []\n      existing.push(role)\n      rolesByCompany.set(entityId, existing)\n    }\n\n    const dealLinksByCompany = new Map<string, typeof allDealLinks>()\n    for (const dcl of allDealLinks) {\n      const entityId = (dcl.company as { id: string }).id\n      const existing = dealLinksByCompany.get(entityId) ?? []\n      existing.push(dcl)\n      dealLinksByCompany.set(entityId, existing)\n    }\n\n    const lastInteractionByCompany = new Map<string, CustomerInteraction>()\n    for (const interaction of allInteractions) {\n      const entityId = (interaction.entity as { id: string }).id\n      if (!lastInteractionByCompany.has(entityId)) {\n        lastInteractionByCompany.set(entityId, interaction)\n      }\n    }\n\n    const items = links.map((link) => {\n      const company = link.company as CustomerEntity\n      const companyId = company.id\n      const profile = profileByCompany.get(companyId) ?? null\n      const primaryAddress = addressByCompany.get(companyId) ?? null\n      const billing = billingByCompany.get(companyId) ?? null\n      const tagAssignments = tagsByCompany.get(companyId) ?? []\n      const roles = rolesByCompany.get(companyId) ?? []\n      const companyDealLinks = dealLinksByCompany.get(companyId) ?? []\n      const lastInteraction = lastInteractionByCompany.get(companyId) ?? null\n\n      const activeDeals = companyDealLinks\n        .map((dcl) => dcl.deal as CustomerDeal)\n        .filter((deal) => deal.status !== 'win' && deal.status !== 'loose' && !deal.deletedAt)\n        .sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime())\n      const activeDeal = activeDeals.length > 0 ? activeDeals[0] : null\n\n      const wonDeals = companyDealLinks\n        .map((dcl) => dcl.deal as CustomerDeal)\n        .filter((deal) => deal.status === 'win' && !deal.deletedAt)\n      let clv: { amount: number; currency: string } | null = null\n      if (wonDeals.length > 0) {\n        const currencies = new Map<string, number>()\n        for (const deal of wonDeals) {\n          if (deal.valueAmount) {\n            const currency = deal.valueCurrency ?? 'USD'\n            currencies.set(currency, (currencies.get(currency) ?? 0) + parseFloat(deal.valueAmount))\n          }\n        }\n        if (currencies.size > 0) {\n          const [currency, amount] = currencies.entries().next().value!\n          clv = { amount, currency }\n        }\n      }\n\n      return {\n        linkId: link.id,\n        companyId,\n        displayName: company.displayName,\n        isPrimary: Boolean(link.isPrimary),\n        subtitle: buildSubtitle(profile?.industry, primaryAddress),\n        profile: profile\n          ? {\n              industry: profile.industry ?? null,\n              sizeBucket: profile.sizeBucket ?? null,\n              legalName: profile.legalName ?? null,\n              domain: profile.domain ?? null,\n              websiteUrl: profile.websiteUrl ?? null,\n            }\n          : null,\n        billing: billing\n          ? {\n              bankName: billing.bankName ?? null,\n              bankAccountMasked: billing.bankAccountMasked ?? null,\n              paymentTerms: billing.paymentTerms ?? null,\n              preferredCurrency: billing.preferredCurrency ?? null,\n            }\n          : null,\n        primaryAddress: primaryAddress ? { formatted: formatAddress(primaryAddress) } : null,\n        tags: tagAssignments.map((ta) => {\n          const tag = ta.tag as { id: string; label: string; color?: string | null }\n          return {\n            id: tag.id,\n            label: tag.label,\n            color: tag.color ?? null,\n          }\n        }),\n        roles: roles.map((r) => ({ id: r.id, roleValue: r.roleValue })),\n        activeDeal: activeDeal\n          ? {\n              title: activeDeal.title,\n              valueAmount: activeDeal.valueAmount ?? null,\n              valueCurrency: activeDeal.valueCurrency ?? null,\n            }\n          : null,\n        lastContactAt: lastInteraction?.occurredAt?.toISOString() ?? null,\n        clv,\n        status: company.status ?? null,\n        lifecycleStage: company.lifecycleStage ?? null,\n        temperature: company.temperature ?? null,\n        renewalQuarter: company.renewalQuarter ?? null,\n      }\n    })\n\n    const filteredItems = query.search?.trim().length\n      ? items.filter((item) => matchesSearch(item as Record<string, unknown>, query.search ?? ''))\n      : items\n    const sortedItems = [...filteredItems].sort((left, right) => {\n      if (query.sort === 'recent') {\n        const leftTimestamp = left.lastContactAt ? new Date(left.lastContactAt).getTime() : 0\n        const rightTimestamp = right.lastContactAt ? new Date(right.lastContactAt).getTime() : 0\n        if (leftTimestamp === rightTimestamp) {\n          return left.displayName.localeCompare(right.displayName, undefined, { sensitivity: 'base' })\n        }\n        return rightTimestamp - leftTimestamp\n      }\n      const compare = left.displayName.localeCompare(right.displayName, undefined, { sensitivity: 'base' })\n      return query.sort === 'name-asc' ? compare : -compare\n    })\n\n    const total = sortedItems.length\n    const totalPages = Math.max(1, Math.ceil(total / query.pageSize))\n    const page = Math.min(query.page, totalPages)\n    const start = (page - 1) * query.pageSize\n\n    return NextResponse.json({\n      items: sortedItems.slice(start, start + query.pageSize),\n      total,\n      page,\n      pageSize: query.pageSize,\n      totalPages,\n    })\n  } catch (err) {\n    if (err instanceof CrudHttpError) {\n      return NextResponse.json(err.body, { status: err.status })\n    }\n    console.error('[customers/people/[id]/companies/enriched] GET failed', err)\n    return NextResponse.json({ error: translate('customers.errors.internal', 'Internal server error') }, { status: 500 })\n  }\n}\n"],
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+  "sourcesContent": ["import { NextResponse } from 'next/server'\nimport { z } from 'zod'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { getAuthFromRequest } from '@open-mercato/shared/lib/auth/server'\nimport { resolveOrganizationScopeForRequest } from '@open-mercato/core/modules/directory/utils/organizationScope'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport type { OpenApiRouteDoc } from '@open-mercato/shared/lib/openapi'\nimport { findWithDecryption, findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerEntity,\n  CustomerCompanyProfile,\n  CustomerPersonCompanyLink,\n  CustomerAddress,\n  CustomerCompanyBilling,\n  CustomerPersonCompanyRole,\n  CustomerTagAssignment,\n  CustomerDealCompanyLink,\n  CustomerDeal,\n  CustomerInteraction,\n} from '../../../../../data/entities'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n} from '../../../../../lib/personCompanyLinkTable'\n\nconst paramsSchema = z.object({\n  id: z.string().uuid(),\n})\n\nconst querySchema = z.object({\n  page: z.coerce.number().min(1).default(1),\n  pageSize: z.coerce.number().min(1).max(100).default(20),\n  search: z.string().optional(),\n  sort: z.enum(['name-asc', 'name-desc', 'recent']).default('name-asc'),\n})\n\nexport const metadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n}\n\nexport const openApi: OpenApiRouteDoc = {\n  tag: 'Customers',\n  methods: {\n    GET: {\n      summary: 'Get enriched company data for a person\\'s linked companies',\n      query: querySchema,\n      responses: [\n        {\n          status: 200,\n          description: 'Enriched company rows with profile, billing, tags, deals and more',\n          schema: z.object({\n            items: z.array(\n              z.object({\n                linkId: z.string().uuid(),\n                companyId: z.string().uuid(),\n                displayName: z.string(),\n                isPrimary: z.boolean(),\n                subtitle: z.string().nullable(),\n                profile: z\n                  .object({\n                    industry: z.string().nullable(),\n                    sizeBucket: z.string().nullable(),\n                    legalName: z.string().nullable(),\n                    domain: z.string().nullable(),\n                    websiteUrl: z.string().nullable(),\n                  })\n                  .nullable(),\n                billing: z\n                  .object({\n                    bankName: z.string().nullable(),\n                    bankAccountMasked: z.string().nullable(),\n                    paymentTerms: z.string().nullable(),\n                    preferredCurrency: z.string().nullable(),\n                  })\n                  .nullable(),\n                primaryAddress: z.object({ formatted: z.string() }).nullable(),\n                tags: z.array(\n                  z.object({\n                    id: z.string().uuid(),\n                    label: z.string(),\n                    color: z.string().nullable(),\n                  }),\n                ),\n                roles: z.array(\n                  z.object({\n                    id: z.string().uuid(),\n                    roleValue: z.string(),\n                  }),\n                ),\n                activeDeal: z\n                  .object({\n                    title: z.string(),\n                    valueAmount: z.string().nullable(),\n                    valueCurrency: z.string().nullable(),\n                  })\n                  .nullable(),\n                lastContactAt: z.string().nullable(),\n                clv: z.object({ amount: z.number(), currency: z.string() }).nullable(),\n                status: z.string().nullable(),\n                lifecycleStage: z.string().nullable(),\n                temperature: z.string().nullable(),\n                renewalQuarter: z.string().nullable(),\n              }),\n            ),\n            total: z.number().int().nonnegative(),\n            page: z.number().int().min(1),\n            pageSize: z.number().int().min(1),\n            totalPages: z.number().int().min(1),\n          }),\n        },\n      ],\n    },\n  },\n}\n\nfunction formatAddress(address: CustomerAddress): string {\n  return [address.addressLine1, address.city, address.region, address.postalCode]\n    .filter(Boolean)\n    .join(', ')\n}\n\nfunction buildSubtitle(industry: string | null | undefined, address: CustomerAddress | null): string | null {\n  const parts: string[] = []\n  if (industry) parts.push(industry)\n  if (address) {\n    const locationParts = [address.city, address.region].filter(Boolean)\n    if (locationParts.length > 0) parts.push(locationParts.join(', '))\n  }\n  return parts.length > 0 ? 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[]\n      existing.push(ta)\n      tagsByCompany.set(entityId, existing)\n    }\n\n    const rolesByCompany = new Map<string, typeof allRoles>()\n    for (const role of allRoles) {\n      const entityId = (role.companyEntity as { id: string }).id\n      const existing = rolesByCompany.get(entityId) ?? []\n      existing.push(role)\n      rolesByCompany.set(entityId, existing)\n    }\n\n    const dealLinksByCompany = new Map<string, typeof allDealLinks>()\n    for (const dcl of allDealLinks) {\n      const entityId = (dcl.company as { id: string }).id\n      const existing = dealLinksByCompany.get(entityId) ?? []\n      existing.push(dcl)\n      dealLinksByCompany.set(entityId, existing)\n    }\n\n    const lastInteractionByCompany = new Map<string, CustomerInteraction>()\n    for (const interaction of allInteractions) {\n      const entityId = (interaction.entity as { id: string }).id\n      if (!lastInteractionByCompany.has(entityId)) {\n        lastInteractionByCompany.set(entityId, interaction)\n      }\n    }\n\n    const items = links.map((link) => {\n      const company = link.company as CustomerEntity\n      const companyId = company.id\n      const profile = profileByCompany.get(companyId) ?? null\n      const primaryAddress = addressByCompany.get(companyId) ?? null\n      const billing = billingByCompany.get(companyId) ?? null\n      const tagAssignments = tagsByCompany.get(companyId) ?? []\n      const roles = rolesByCompany.get(companyId) ?? []\n      const companyDealLinks = dealLinksByCompany.get(companyId) ?? 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   "names": []
 }

package/dist/modules/customers/api/people/route.js

@@ -28,7 +28,10 @@ import {
   createPagedListResponseSchema,
   defaultOkResponseSchema
 } from "../openapi.js";
-import { withActiveCustomerPersonCompanyLinkFilter } from "../../lib/personCompanyLinkTable.js";
+import {
+  filterActivePersonCompanyLinks,
+  withActiveCustomerPersonCompanyLinkFilter
+} from "../../lib/personCompanyLinkTable.js";
 import { normalizeProfilePayload } from "./payload.js";
 const rawBodySchema = z.object({}).passthrough();
 const listSchema = z.object({
@@ -204,12 +207,14 @@ const crud = makeCrudRoute({
             { company: query.excludeLinkedCompanyId },
             "customers.people.GET"
           );
-          const links = await findWithDecryption(
-            em,
-            CustomerPersonCompanyLink,
-            linkWhere,
-            { populate: ["person"] },
-            decryptionScope
+          const links = filterActivePersonCompanyLinks(
+            await findWithDecryption(
+              em,
+              CustomerPersonCompanyLink,
+              linkWhere,
+              { populate: ["person"] },
+              decryptionScope
+            )
           );
           links.forEach((link) => {
             const personId = link.person?.id;

package/dist/modules/customers/api/people/route.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/api/people/route.ts"],
-  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerDealPersonLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n  CustomerPersonProfile,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { personCreateSchema, personUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  consumeAdvancedFilterState,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport { buildCustomFieldFiltersFromQuery, extractAllCustomFieldEntries, splitCustomFieldPayload } from '@open-mercato/shared/lib/crud/custom-fields'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { mergeAdvancedFilters } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport { withActiveCustomerPersonCompanyLinkFilter } from '../../lib/personCompanyLinkTable'\nimport { normalizeProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  enrichers: { entityId: 'customers.person' },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedQuery = { ...query }\n      const advancedFilterState = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'person' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n              ctx,\n              query: query.search,\n              sources: [\n                {\n                  entityType: E.customers.customer_entity,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'description',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'next_interaction_name',\n                  ],\n                },\n                {\n                  entityType: E.customers.customer_person_profile,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'first_name',\n                    'last_name',\n                    'preferred_name',\n                    'job_title',\n                    'department',\n                    'seniority',\n                    'timezone',\n                    'linked_in_url',\n                    'twitter_url',\n                  ],\n                  mapToEntityIds: {\n                    table: 'customer_people',\n                    targetColumn: 'entity_id',\n                  },\n                },\n              ],\n            })\n          : null\n        if (matchingIds !== null && matchingIds.length > 0) {\n          applyEntityIdRestriction(filters, matchingIds)\n        } else {\n          const searchPattern = `%${escapeLikePattern(query.search)}%`\n          filters.$or = [\n            { display_name: { $ilike: searchPattern } },\n            { primary_email: { $ilike: searchPattern } },\n            { primary_phone: { $ilike: searchPattern } },\n            { description: { $ilike: searchPattern } },\n            { next_interaction_name: { $ilike: searchPattern } },\n          ]\n        }\n      }\n      const email = typeof query.email === 'string' ? query.email.trim().toLowerCase() : ''\n      const emailStartsWith = typeof query.emailStartsWith === 'string' ? query.emailStartsWith.trim().toLowerCase() : ''\n      const emailContains = typeof query.emailContains === 'string' ? query.emailContains.trim().toLowerCase() : ''\n      if (email) {\n        filters.primary_email = { $eq: email }\n      } else if (emailStartsWith) {\n        filters.primary_email = { $ilike: `${escapeLikePattern(emailStartsWith)}%` }\n      } else if (emailContains) {\n        filters.primary_email = { $ilike: `%${escapeLikePattern(emailContains)}%` }\n      }\n      if (query.status) {\n        filters.status = { $eq: query.status }\n      }\n      if (query.lifecycleStage) {\n        filters.lifecycle_stage = { $eq: query.lifecycleStage }\n      }\n      if (query.source) {\n        filters.source = { $eq: query.source }\n      }\n      const tagIdsRaw = typeof query.tagIds === 'string' ? query.tagIds : ''\n      const tagIds = tagIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n      const tagIdsEmpty = parseBooleanToken(query.tagIdsEmpty) === true\n      if (tagIdsEmpty) {\n        filters.id = { $eq: '00000000-0000-0000-0000-000000000000' }\n      } else if (tagIds.length > 0) {\n        filters['tag_assignments.tag_id'] = { $in: tagIds }\n      }\n      const excludedIds = new Set<string>()\n      const excludeIdsRaw = typeof query.excludeIds === 'string' ? query.excludeIds : ''\n      excludeIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n        .forEach((value: string) => excludedIds.add(value))\n      if (ctx && query.excludeLinkedCompanyId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const linkWhere = await withActiveCustomerPersonCompanyLinkFilter(\n            em,\n            { company: query.excludeLinkedCompanyId },\n            'customers.people.GET',\n          )\n          const links = await findWithDecryption(\n            em,\n            CustomerPersonCompanyLink,\n            linkWhere,\n            { populate: ['person'] },\n            decryptionScope,\n          )\n          links.forEach((link) => {\n            const personId = link.person?.id\n            if (typeof personId === 'string' && personId.length > 0) excludedIds.add(personId)\n          })\n        } catch (err) {\n          console.warn('[customers.people.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      if (ctx && query.excludeLinkedDealId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const links = await findWithDecryption(\n            em,\n            CustomerDealPersonLink,\n            {\n              deal: query.excludeLinkedDealId,\n            },\n            { populate: ['person'] },\n            decryptionScope,\n          )\n          links.forEach((link) => {\n            const personId = link.person?.id\n            if (typeof personId === 'string' && personId.length > 0) excludedIds.add(personId)\n          })\n        } catch (err) {\n          console.warn('[customers.people.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      applyEntityIdExclusion(filters, Array.from(excludedIds))\n      const hasEmail = parseBooleanToken(query.hasEmail)\n      if (!email && !emailStartsWith && !emailContains && hasEmail !== null) {\n        filters.primary_email = { $exists: hasEmail }\n      }\n      const hasPhone = parseBooleanToken(query.hasPhone)\n      if (hasPhone !== null) {\n        filters.primary_phone = { $exists: hasPhone }\n      }\n      const hasNextInteraction = parseBooleanToken(query.hasNextInteraction)\n      if (hasNextInteraction !== null) {\n        filters.next_interaction_at = { $exists: hasNextInteraction }\n      }\n      const createdRange: Record<string, Date> = {}\n      if (query.createdFrom) {\n        const from = new Date(query.createdFrom)\n        if (!Number.isNaN(from.getTime())) createdRange.$gte = from\n      }\n      if (query.createdTo) {\n        const to = new Date(query.createdTo)\n        if (!Number.isNaN(to.getTime())) createdRange.$lte = to\n      }\n      if (Object.keys(createdRange).length) {\n        filters.created_at = createdRange\n      }\n      if (ctx) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const cfFilters = await buildCustomFieldFiltersFromQuery({\n            entityIds: [E.customers.customer_entity, E.customers.customer_person_profile],\n            query,\n            em,\n            tenantId: ctx.auth?.tenantId ?? null,\n          })\n          Object.assign(filters, cfFilters)\n        } catch (err) {\n          console.warn('[customers.people.list] custom field filter resolution failed; falling back to base filters', err)\n        }\n      }\n      if (ctx && advancedFilterState) {\n        const advancedFilters = mergeAdvancedFilters(\n          { ...filters },\n          advancedQuery as Record<string, unknown>,\n        )\n        const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n          ctx,\n          entityId: E.customers.customer_entity,\n          filters: advancedFilters,\n          customFieldSources: [\n            {\n              entityId: E.customers.customer_person_profile,\n              table: 'customer_people',\n              alias: 'person_profile',\n              recordIdColumn: 'id',\n              join: { fromField: 'id', toField: 'entity_id' },\n            },\n          ],\n          joins: [\n            {\n              alias: 'tag_assignments',\n              table: 'customer_tag_assignments',\n              from: { field: 'id' },\n              to: { field: 'entity_id' },\n              type: 'left',\n            },\n          ],\n        })\n        applyEntityIdRestriction(filters, matchedIds)\n      }\n      return filters\n    },\n    customFieldSources: [\n      {\n        entityId: E.customers.customer_person_profile,\n        table: 'customer_people',\n        alias: 'person_profile',\n        recordIdColumn: 'id',\n        join: { fromField: 'id', toField: 'entity_id' },\n      },\n    ],\n    joins: [\n      {\n        alias: 'tag_assignments',\n        table: 'customer_tag_assignments',\n        from: { field: 'id' },\n        to: { field: 'entity_id' },\n        type: 'left',\n      },\n    ],\n    transformItem: (item) => {\n      if (!item || typeof item !== 'object') return item\n      const record = item as Record<string, unknown>\n      const normalized: Record<string, unknown> = { ...record }\n      delete normalized.kind\n      const cfEntries = extractAllCustomFieldEntries(record)\n      for (const key of Object.keys(normalized)) {\n        if (key.startsWith('cf:')) {\n          delete normalized[key]\n        }\n      }\n      return { ...normalized, ...cfEntries }\n    },\n  },\n  actions: {\n    create: {\n      commandId: 'customers.people.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const { base, custom } = splitCustomFieldPayload(scoped)\n        const parsed = personCreateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: ({ result }) => ({\n        id: result?.entityId ?? result?.id ?? null,\n        personId: result?.personId ?? null,\n      }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.people.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const normalized = normalizeProfilePayload(scoped, translate)\n        const { base, custom } = splitCustomFieldPayload(normalized)\n        const parsed = personUpdateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: () => ({ ok: true }),\n    },\n    delete: {\n      commandId: 'customers.people.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.person_required', 'Person id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload?.items) ? payload.items : []\n      const ids = items\n        .map((item: unknown) => (\n          item && typeof item === 'object' && typeof (item as Record<string, unknown>).id === 'string'\n            ? (item as Record<string, unknown>).id as string\n            : null\n        ))\n        .filter((id: string | null): id is string => typeof id === 'string' && id.length > 0)\n      if (!ids.length) return\n\n      const em = ctx.container.resolve('em') as EntityManager\n      const decryptionScope = {\n        tenantId: ctx.auth?.tenantId ?? null,\n        organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n      }\n      const entities = await findWithDecryption(\n        em,\n        CustomerEntity,\n        {\n          id: { $in: ids },\n          deletedAt: null,\n          kind: 'person',\n        } as FilterQuery<CustomerEntity>,\n        undefined,\n        decryptionScope,\n      )\n      const entitiesById = new Map<string, CustomerEntity>()\n      for (const entity of entities) {\n        entitiesById.set(entity.id, entity)\n      }\n\n      const where: Record<string, unknown> = {\n        entity: { $in: ids },\n        tenantId: ctx.auth?.tenantId ?? null,\n      }\n      if (ctx.selectedOrganizationId) {\n        where.organizationId = ctx.selectedOrganizationId\n      }\n\n      const profiles = await findWithDecryption(\n        em,\n        CustomerPersonProfile,\n        where as FilterQuery<CustomerPersonProfile>,\n        { populate: ['entity', 'company'] },\n        decryptionScope,\n      )\n\n      const profilesByEntityId = new Map<string, CustomerPersonProfile>()\n      for (const profile of profiles) {\n        const profileEntity = (profile as { entity?: { id?: unknown } }).entity\n        const entityId = typeof profileEntity?.id === 'string' ? profileEntity.id : null\n        if (entityId) profilesByEntityId.set(entityId, profile)\n      }\n\n      payload.items = items.map((item: unknown) => {\n        if (!item || typeof item !== 'object') return item\n        const record = item as Record<string, unknown>\n        const entity = typeof record.id === 'string' ? entitiesById.get(record.id) : undefined\n        const profile = typeof record.id === 'string' ? profilesByEntityId.get(record.id) : undefined\n        if (!entity && !profile) return item\n        return {\n          ...record,\n          display_name: entity?.displayName ?? record.display_name ?? null,\n          description: entity?.description ?? record.description ?? null,\n          owner_user_id: entity?.ownerUserId ?? record.owner_user_id ?? null,\n          primary_email: entity?.primaryEmail ?? record.primary_email ?? null,\n          primary_phone: entity?.primaryPhone ?? record.primary_phone ?? null,\n          status: entity?.status ?? record.status ?? null,\n          lifecycle_stage: entity?.lifecycleStage ?? record.lifecycle_stage ?? null,\n          source: entity?.source ?? record.source ?? null,\n          next_interaction_at: entity?.nextInteractionAt ? entity.nextInteractionAt.toISOString() : record.next_interaction_at ?? null,\n          next_interaction_name: entity?.nextInteractionName ?? record.next_interaction_name ?? null,\n          next_interaction_ref_id: entity?.nextInteractionRefId ?? record.next_interaction_ref_id ?? null,\n          next_interaction_icon: entity?.nextInteractionIcon ?? record.next_interaction_icon ?? null,\n          next_interaction_color: entity?.nextInteractionColor ?? record.next_interaction_color ?? null,\n          first_name: profile?.firstName ?? null,\n          last_name: profile?.lastName ?? null,\n          preferred_name: profile?.preferredName ?? null,\n          job_title: profile?.jobTitle ?? null,\n          department: profile?.department ?? null,\n          seniority: profile?.seniority ?? null,\n          timezone: profile?.timezone ?? null,\n          linked_in_url: profile?.linkedInUrl ?? null,\n          twitter_url: profile?.twitterUrl ?? null,\n          company_entity_id:\n            profile?.company && typeof profile.company === 'object'\n              ? profile.company.id\n              : profile?.company ?? null,\n        }\n      })\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst personListItemSchema = z.object({\n  id: z.string().uuid(),\n  display_name: z.string().optional(),\n  description: z.string().nullable().optional(),\n  owner_user_id: z.string().uuid().nullable().optional(),\n  primary_email: z.string().nullable().optional(),\n  primary_phone: z.string().nullable().optional(),\n  status: z.string().nullable().optional(),\n  lifecycle_stage: z.string().nullable().optional(),\n  source: z.string().nullable().optional(),\n  next_interaction_at: z.string().nullable().optional(),\n  next_interaction_name: z.string().nullable().optional(),\n  next_interaction_ref_id: z.string().nullable().optional(),\n  next_interaction_icon: z.string().nullable().optional(),\n  next_interaction_color: z.string().nullable().optional(),\n  organization_id: z.string().uuid().nullable().optional(),\n  tenant_id: z.string().uuid().nullable().optional(),\n  created_at: z.string().nullable().optional(),\n})\n\nconst personCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n  personId: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Person',\n  pluralName: 'People',\n  querySchema: listSchema,\n  listResponseSchema: createPagedListResponseSchema(personListItemSchema),\n  create: {\n    schema: personCreateSchema,\n    responseSchema: personCreateResponseSchema,\n    description: 'Creates a person contact using scoped organization and tenant identifiers.',\n  },\n  update: {\n    schema: personUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates contact details or custom fields for a person.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a person by id. Request body or query may provide the identifier.',\n  },\n})\n"],
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+  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerDealPersonLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n  CustomerPersonProfile,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { personCreateSchema, personUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  consumeAdvancedFilterState,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport { buildCustomFieldFiltersFromQuery, extractAllCustomFieldEntries, splitCustomFieldPayload } from '@open-mercato/shared/lib/crud/custom-fields'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { mergeAdvancedFilters } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n} from '../../lib/personCompanyLinkTable'\nimport { normalizeProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.people.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.people.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  enrichers: { entityId: 'customers.person' },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedQuery = { ...query }\n      const advancedFilterState = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'person' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? 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null,\n          })\n          Object.assign(filters, cfFilters)\n        } catch (err) {\n          console.warn('[customers.people.list] custom field filter resolution failed; falling back to base filters', err)\n        }\n      }\n      if (ctx && advancedFilterState) {\n        const advancedFilters = mergeAdvancedFilters(\n          { ...filters },\n          advancedQuery as Record<string, unknown>,\n        )\n        const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n          ctx,\n          entityId: E.customers.customer_entity,\n          filters: advancedFilters,\n          customFieldSources: [\n            {\n              entityId: E.customers.customer_person_profile,\n              table: 'customer_people',\n              alias: 'person_profile',\n              recordIdColumn: 'id',\n              join: { fromField: 'id', toField: 'entity_id' },\n            },\n          ],\n          joins: [\n            {\n              alias: 'tag_assignments',\n              table: 'customer_tag_assignments',\n              from: { field: 'id' },\n              to: { field: 'entity_id' },\n              type: 'left',\n            },\n          ],\n        })\n        applyEntityIdRestriction(filters, matchedIds)\n      }\n      return filters\n    },\n    customFieldSources: [\n      {\n        entityId: E.customers.customer_person_profile,\n        table: 'customer_people',\n        alias: 'person_profile',\n        recordIdColumn: 'id',\n        join: { fromField: 'id', toField: 'entity_id' },\n      },\n    ],\n    joins: [\n      {\n        alias: 'tag_assignments',\n        table: 'customer_tag_assignments',\n        from: { field: 'id' },\n        to: { field: 'entity_id' },\n        type: 'left',\n      },\n    ],\n    transformItem: (item) => {\n      if (!item || typeof item !== 'object') return item\n      const record = item as Record<string, unknown>\n      const normalized: Record<string, unknown> = { ...record }\n      delete normalized.kind\n      const cfEntries = extractAllCustomFieldEntries(record)\n      for (const key of Object.keys(normalized)) {\n        if (key.startsWith('cf:')) {\n          delete normalized[key]\n        }\n      }\n      return { ...normalized, ...cfEntries }\n    },\n  },\n  actions: {\n    create: {\n      commandId: 'customers.people.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const { base, custom } = splitCustomFieldPayload(scoped)\n        const parsed = personCreateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: ({ result }) => ({\n        id: result?.entityId ?? result?.id ?? null,\n        personId: result?.personId ?? null,\n      }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.people.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const normalized = normalizeProfilePayload(scoped, translate)\n        const { base, custom } = splitCustomFieldPayload(normalized)\n        const parsed = personUpdateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: () => ({ ok: true }),\n    },\n    delete: {\n      commandId: 'customers.people.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.person_required', 'Person id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload?.items) ? payload.items : []\n      const ids = items\n        .map((item: unknown) => (\n          item && typeof item === 'object' && typeof (item as Record<string, unknown>).id === 'string'\n            ? 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profileEntity.id : null\n        if (entityId) profilesByEntityId.set(entityId, profile)\n      }\n\n      payload.items = items.map((item: unknown) => {\n        if (!item || typeof item !== 'object') return item\n        const record = item as Record<string, unknown>\n        const entity = typeof record.id === 'string' ? entitiesById.get(record.id) : undefined\n        const profile = typeof record.id === 'string' ? profilesByEntityId.get(record.id) : undefined\n        if (!entity && !profile) return item\n        return {\n          ...record,\n          display_name: entity?.displayName ?? record.display_name ?? null,\n          description: entity?.description ?? record.description ?? null,\n          owner_user_id: entity?.ownerUserId ?? record.owner_user_id ?? null,\n          primary_email: entity?.primaryEmail ?? record.primary_email ?? null,\n          primary_phone: entity?.primaryPhone ?? record.primary_phone ?? null,\n          status: entity?.status ?? record.status ?? 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   "names": []
 }

package/dist/modules/customers/backend/customers/companies-v2/[id]/page.js

@@ -178,6 +178,26 @@ function CompanyDetailV2Page({ params }) {
     setScheduleEditData(null);
     setScheduleDialogOpen(true);
   }, []);
+  const handleAddActivity = React.useCallback((kind) => {
+    setScheduleEditData({
+      id: "",
+      interactionType: kind,
+      title: null,
+      body: null,
+      scheduledAt: null,
+      durationMinutes: null,
+      location: null,
+      allDay: null,
+      recurrenceRule: null,
+      recurrenceEnd: null,
+      participants: null,
+      reminderMinutes: null,
+      visibility: null,
+      linkedEntities: null,
+      guestPermissions: null
+    });
+    setScheduleDialogOpen(true);
+  }, []);
   const { widgets: injectedTabWidgets } = useInjectionWidgets("detail:customers.company:tabs", {
     context: injectionContext,
     triggerOnLoad: true
@@ -390,6 +410,7 @@ function CompanyDetailV2Page({ params }) {
                   plannedActivities,
                   onActivityCreated: handleActivityCreated,
                   onScheduleRequested: openNewScheduleDialog,
+                  onAddActivity: handleAddActivity,
                   onMarkDone: handleMarkDone,
                   onEditActivity: handleEditActivity,
                   onCancelActivity: handleCancelActivity,