@open-mercato/core 0.5.1-develop.3036.f02c281f23 → 0.5.1-develop.3043.1a796c3920

package/src/modules/customers/ai-tools/people-pack.ts

@@ -0,0 +1,369 @@
+/**
+ * `customers.list_people` + `customers.get_person` (Phase 1 WS-C, Step 3.9).
+ *
+ * Read-only tools scoped to `ctx.tenantId` / `ctx.organizationId` that wrap
+ * the existing customers query engine + encryption helpers. Mutation tools
+ * are deferred to Step 5.13+ under the pending-action contract.
+ *
+ * Phase 3a of `.ai/specs/2026-04-27-ai-tools-api-backed-dry-refactor.md`:
+ * `customers.list_people` is now an API-backed wrapper over
+ * `GET /api/customers/people`. The `companyId` AI input has no inclusion
+ * equivalent on the route (the route exposes `excludeLinkedCompanyId` only)
+ * so it is pre-resolved against `CustomerPersonProfile.company` and threaded
+ * through the route's `ids` filter.
+ *
+ * Phase 3c of the same spec migrates `customers.get_person` to a single
+ * in-process call to `GET /api/customers/people/<id>?include=...` (the
+ * documented aggregate detail route). Tool name, schema, requiredFeatures,
+ * and output shape are unchanged.
+ */
+import type { EntityManager } from '@mikro-orm/postgresql'
+import { z } from 'zod'
+import { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'
+import {
+  createAiApiOperationRunner,
+  type AiApiOperationRequest,
+  type AiToolExecutionContext,
+} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'
+import { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'
+import {
+  CustomerPersonProfile,
+} from '../data/entities'
+import { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'
+
+const NIL_UUID = '00000000-0000-0000-0000-000000000000'
+
+function resolveEm(ctx: CustomersToolContext | AiToolExecutionContext): EntityManager {
+  return ctx.container.resolve<EntityManager>('em')
+}
+
+function buildScope(ctx: CustomersToolContext | AiToolExecutionContext, tenantId: string) {
+  return {
+    tenantId,
+    organizationId: ctx.organizationId,
+  }
+}
+
+const listPeopleInput = z
+  .object({
+    q: z.string().trim().optional().describe('Optional search text matched against display name / email / phone. Omit or leave empty to list all.'),
+    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),
+    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),
+    tags: z.array(z.string().uuid()).optional().describe('Restrict to persons carrying at least one of these tag ids.'),
+    companyId: z.string().uuid().optional().describe('Restrict to persons linked to the given company entity.'),
+  })
+  .passthrough()
+
+type ListPeopleInput = z.infer<typeof listPeopleInput>
+
+type ListPeopleApiItem = {
+  id?: string
+  display_name?: string | null
+  displayName?: string | null
+  primary_email?: string | null
+  primaryEmail?: string | null
+  primary_phone?: string | null
+  primaryPhone?: string | null
+  status?: string | null
+  lifecycle_stage?: string | null
+  lifecycleStage?: string | null
+  source?: string | null
+  owner_user_id?: string | null
+  ownerUserId?: string | null
+  organization_id?: string | null
+  organizationId?: string | null
+  tenant_id?: string | null
+  tenantId?: string | null
+  created_at?: string | null
+  createdAt?: string | null
+}
+
+type ListPeopleApiResponse = {
+  items?: ListPeopleApiItem[]
+  total?: number
+}
+
+type ListPeopleOutput = {
+  items: Array<Record<string, unknown>>
+  total: number
+  limit: number
+  offset: number
+}
+
+const listPeopleTool = defineApiBackedAiTool<ListPeopleInput, ListPeopleApiResponse, ListPeopleOutput>({
+  name: 'customers.list_people',
+  displayName: 'List people',
+  description:
+    'Search / list people (CRM persons) for the caller tenant + organization. Returns { items, total, limit, offset }.',
+  inputSchema: listPeopleInput,
+  requiredFeatures: ['customers.people.view'],
+  toOperation: async (input, ctx) => {
+    const { tenantId } = assertTenantScope(ctx as unknown as CustomersToolContext)
+    const limit = input.limit ?? 50
+    const offset = input.offset ?? 0
+    const page = Math.floor(offset / limit) + 1
+
+    const query: Record<string, string | number | boolean | null | undefined> = {
+      page,
+      pageSize: limit,
+    }
+    if (input.q?.trim()) query.search = input.q.trim()
+    if (input.tags && input.tags.length > 0) query.tagIds = input.tags.join(',')
+
+    if (input.companyId) {
+      const em = resolveEm(ctx)
+      const profiles = await findWithDecryption<CustomerPersonProfile>(
+        em,
+        CustomerPersonProfile,
+        { tenantId, company: input.companyId } as never,
+        undefined,
+        buildScope(ctx, tenantId),
+      )
+      const ids = profiles
+        .map((profile) => {
+          const entity = (profile as { entity?: unknown }).entity
+          if (!entity) return null
+          if (typeof entity === 'string') return entity
+          const candidate = (entity as { id?: unknown }).id
+          return typeof candidate === 'string' ? candidate : null
+        })
+        .filter((value): value is string => typeof value === 'string' && value.length > 0)
+      // Empty match — feed a non-existent uuid so the route returns
+      // { items: [], total: 0 } without us bypassing the API.
+      query.ids = ids.length ? ids.join(',') : NIL_UUID
+    }
+
+    const operation: AiApiOperationRequest = {
+      method: 'GET',
+      path: '/customers/people',
+      query,
+    }
+    return operation
+  },
+  mapResponse: (response, input) => {
+    const limit = input.limit ?? 50
+    const offset = input.offset ?? 0
+    const data = (response.data ?? {}) as ListPeopleApiResponse
+    const rawItems: ListPeopleApiItem[] = Array.isArray(data.items) ? data.items : []
+    return {
+      items: rawItems.map((row) => {
+        const createdAtRaw = row.created_at ?? row.createdAt ?? null
+        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null
+        return {
+          id: row.id,
+          displayName: row.display_name ?? row.displayName ?? null,
+          primaryEmail: row.primary_email ?? row.primaryEmail ?? null,
+          primaryPhone: row.primary_phone ?? row.primaryPhone ?? null,
+          status: row.status ?? null,
+          lifecycleStage: row.lifecycle_stage ?? row.lifecycleStage ?? null,
+          source: row.source ?? null,
+          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,
+          organizationId: row.organization_id ?? row.organizationId ?? null,
+          tenantId: row.tenant_id ?? row.tenantId ?? null,
+          createdAt,
+        }
+      }),
+      total: typeof data.total === 'number' ? data.total : 0,
+      limit,
+      offset,
+    }
+  },
+}) as unknown as CustomersAiToolDefinition
+
+const getPersonInput = z.object({
+  personId: z.string().uuid().describe('Person entity id (UUID).'),
+  includeRelated: z
+    .boolean()
+    .optional()
+    .describe('When true, include notes, activities, deals, addresses, tasks, and tags (each capped at 100).'),
+})
+
+type GetPersonInput = z.infer<typeof getPersonInput>
+
+type ApiPersonDetailRow = Record<string, unknown> | null | undefined
+
+function toIso(value: unknown): string | null {
+  if (!value) return null
+  const dt = value instanceof Date ? value : new Date(String(value))
+  if (Number.isNaN(dt.getTime())) return null
+  return dt.toISOString()
+}
+
+const getPersonTool: CustomersAiToolDefinition = {
+  name: 'customers.get_person',
+  displayName: 'Get person',
+  description:
+    'Fetch a person customer record by id with profile fields and (optionally) notes, activities, deals, addresses, tasks, tags, and custom fields. Returns { found: false } when the record is outside tenant/org scope or missing.',
+  inputSchema: getPersonInput,
+  requiredFeatures: ['customers.people.view'],
+  tags: ['read', 'customers'],
+  handler: async (rawInput, ctx) => {
+    const { tenantId } = assertTenantScope(ctx)
+    const input: GetPersonInput = getPersonInput.parse(rawInput)
+    const includeRelated = !!input.includeRelated
+
+    const operation: AiApiOperationRequest = {
+      method: 'GET',
+      path: `/customers/people/${input.personId}`,
+    }
+    if (includeRelated) {
+      operation.query = { include: 'addresses,comments,activities,interactions,deals,todos' }
+    }
+
+    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)
+    const response = await runner.run<Record<string, unknown>>(operation)
+    if (!response.success) {
+      if (response.statusCode === 404 || response.statusCode === 403) {
+        return { found: false as const, personId: input.personId }
+      }
+      throw new Error(response.error ?? `Failed to fetch person ${input.personId}`)
+    }
+    const data = (response.data ?? {}) as Record<string, unknown>
+    const personRow = (data.person ?? null) as ApiPersonDetailRow
+    if (!personRow) {
+      return { found: false as const, personId: input.personId }
+    }
+    const profileRow = (data.profile ?? null) as ApiPersonDetailRow
+    const customFields = (data.customFields ?? {}) as Record<string, unknown>
+
+    let related: Record<string, unknown> | null = null
+    if (includeRelated) {
+      const addresses = Array.isArray(data.addresses) ? (data.addresses as Array<Record<string, unknown>>) : []
+      const activities = Array.isArray(data.activities) ? (data.activities as Array<Record<string, unknown>>) : []
+      const notes = Array.isArray(data.comments) ? (data.comments as Array<Record<string, unknown>>) : []
+      const todos = Array.isArray(data.todos) ? (data.todos as Array<Record<string, unknown>>) : []
+      const interactions = Array.isArray(data.interactions) ? (data.interactions as Array<Record<string, unknown>>) : []
+      const tagsRows = Array.isArray(data.tags) ? (data.tags as Array<Record<string, unknown>>) : []
+      const dealsRows = Array.isArray(data.deals) ? (data.deals as Array<Record<string, unknown>>) : []
+      related = {
+        addresses: addresses.map((address) => ({
+          id: address.id,
+          name: address.name ?? null,
+          purpose: address.purpose ?? null,
+          addressLine1: address.addressLine1 ?? null,
+          addressLine2: address.addressLine2 ?? null,
+          city: address.city ?? null,
+          region: address.region ?? null,
+          postalCode: address.postalCode ?? null,
+          country: address.country ?? null,
+          isPrimary: !!address.isPrimary,
+        })),
+        activities: activities.map((activity) => ({
+          id: activity.id,
+          activityType: activity.activityType,
+          subject: activity.subject ?? null,
+          body: activity.body ?? null,
+          occurredAt: toIso(activity.occurredAt),
+          createdAt: toIso(activity.createdAt),
+        })),
+        notes: notes.map((comment) => ({
+          id: comment.id,
+          body: comment.body,
+          authorUserId: comment.authorUserId ?? null,
+          createdAt: toIso(comment.createdAt),
+        })),
+        tasks: todos.map((task) => ({
+          id: task.id,
+          todoId: task.todoId ?? task.id,
+          todoSource: task.todoSource ?? null,
+          createdAt: toIso(task.createdAt),
+        })),
+        interactions: interactions.map((interaction) => ({
+          id: interaction.id,
+          interactionType: interaction.interactionType,
+          title: interaction.title ?? null,
+          status: interaction.status,
+          scheduledAt: toIso(interaction.scheduledAt),
+          occurredAt: toIso(interaction.occurredAt),
+        })),
+        tags: tagsRows
+          .map((tag) => {
+            if (!tag || typeof tag !== 'object') return null
+            const id = typeof tag.id === 'string' ? tag.id : null
+            const label = typeof tag.label === 'string' ? tag.label : null
+            if (!id || !label) return null
+            const slug = typeof tag.slug === 'string' ? tag.slug : label
+            const color = typeof tag.color === 'string' ? tag.color : null
+            return { id, slug, label, color }
+          })
+          .filter(
+            (entry): entry is { id: string; slug: string; label: string; color: string | null } =>
+              entry !== null,
+          ),
+        deals: dealsRows
+          .map((deal) => {
+            if (!deal || typeof deal !== 'object') return null
+            const id = typeof deal.id === 'string' ? deal.id : null
+            if (!id) return null
+            return {
+              id,
+              title: typeof deal.title === 'string' ? deal.title : '',
+              status: typeof deal.status === 'string' ? deal.status : null,
+              pipelineStageId:
+                typeof deal.pipelineStageId === 'string' ? deal.pipelineStageId : null,
+              valueAmount:
+                typeof deal.valueAmount === 'string'
+                  ? deal.valueAmount
+                  : deal.valueAmount === null || deal.valueAmount === undefined
+                    ? null
+                    : String(deal.valueAmount),
+              valueCurrency:
+                typeof deal.valueCurrency === 'string' ? deal.valueCurrency : null,
+            }
+          })
+          .filter(
+            (
+              value,
+            ): value is {
+              id: string
+              title: string
+              status: string | null
+              pipelineStageId: string | null
+              valueAmount: string | null
+              valueCurrency: string | null
+            } => value !== null,
+          ),
+      }
+    }
+
+    return {
+      found: true as const,
+      person: {
+        id: personRow.id,
+        displayName: personRow.displayName ?? null,
+        description: personRow.description ?? null,
+        primaryEmail: personRow.primaryEmail ?? null,
+        primaryPhone: personRow.primaryPhone ?? null,
+        status: personRow.status ?? null,
+        lifecycleStage: personRow.lifecycleStage ?? null,
+        source: personRow.source ?? null,
+        ownerUserId: personRow.ownerUserId ?? null,
+        organizationId: personRow.organizationId ?? null,
+        tenantId: personRow.tenantId ?? null,
+        createdAt: toIso(personRow.createdAt),
+        updatedAt: toIso(personRow.updatedAt),
+      },
+      profile: profileRow
+        ? {
+            id: profileRow.id,
+            firstName: profileRow.firstName ?? null,
+            lastName: profileRow.lastName ?? null,
+            preferredName: profileRow.preferredName ?? null,
+            jobTitle: profileRow.jobTitle ?? null,
+            department: profileRow.department ?? null,
+            seniority: profileRow.seniority ?? null,
+            timezone: profileRow.timezone ?? null,
+            linkedInUrl: profileRow.linkedInUrl ?? null,
+            twitterUrl: profileRow.twitterUrl ?? null,
+            companyEntityId: profileRow.companyEntityId ?? null,
+          }
+        : null,
+      customFields,
+      related,
+    }
+  },
+}
+
+export const peopleAiTools: CustomersAiToolDefinition[] = [listPeopleTool, getPersonTool]
+
+export default peopleAiTools

package/src/modules/customers/ai-tools/settings-pack.ts

@@ -0,0 +1,121 @@
+/**
+ * `customers.get_settings` (Phase 1 WS-C, Step 3.9).
+ *
+ * Aggregates the four settings surfaces the spec calls out: pipelines,
+ * pipeline stages, dictionaries, and address-format settings. All reads are
+ * tenant + organization scoped through the existing encryption helpers.
+ */
+import type { EntityManager } from '@mikro-orm/postgresql'
+import { z } from 'zod'
+import { findOneWithDecryption, findWithDecryption } from '@open-mercato/shared/lib/encryption/find'
+import {
+  CustomerDictionaryEntry,
+  CustomerPipeline,
+  CustomerPipelineStage,
+  CustomerSettings,
+} from '../data/entities'
+import { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'
+
+function resolveEm(ctx: CustomersToolContext): EntityManager {
+  return ctx.container.resolve<EntityManager>('em')
+}
+
+function buildScope(ctx: CustomersToolContext, tenantId: string) {
+  return { tenantId, organizationId: ctx.organizationId }
+}
+
+const getSettingsInput = z.object({}).passthrough()
+
+const getSettingsTool: CustomersAiToolDefinition = {
+  name: 'customers.get_settings',
+  displayName: 'Get customers module settings',
+  description:
+    'Return the customers module settings for the caller scope: pipelines, pipeline stages, dictionaries (grouped by kind), and address format.',
+  inputSchema: getSettingsInput,
+  requiredFeatures: ['customers.settings.manage'],
+  tags: ['read', 'customers'],
+  handler: async (_rawInput, ctx) => {
+    const { tenantId } = assertTenantScope(ctx)
+    const em = resolveEm(ctx)
+    const where: Record<string, unknown> = { tenantId }
+    if (ctx.organizationId) where.organizationId = ctx.organizationId
+    const [pipelines, stages, dictionaryEntries, settings] = await Promise.all([
+      findWithDecryption<CustomerPipeline>(
+        em,
+        CustomerPipeline,
+        where as any,
+        { orderBy: { createdAt: 'asc' } as any } as any,
+        buildScope(ctx, tenantId),
+      ),
+      findWithDecryption<CustomerPipelineStage>(
+        em,
+        CustomerPipelineStage,
+        where as any,
+        { orderBy: { pipelineId: 'asc', order: 'asc' } as any } as any,
+        buildScope(ctx, tenantId),
+      ),
+      findWithDecryption<CustomerDictionaryEntry>(
+        em,
+        CustomerDictionaryEntry,
+        where as any,
+        { orderBy: { kind: 'asc', label: 'asc' } as any } as any,
+        buildScope(ctx, tenantId),
+      ),
+      ctx.organizationId
+        ? findOneWithDecryption<CustomerSettings>(
+            em,
+            CustomerSettings,
+            { tenantId, organizationId: ctx.organizationId } as any,
+            undefined,
+            buildScope(ctx, tenantId),
+          )
+        : null,
+    ])
+    const pipelineRows = pipelines.filter((row) => row.tenantId === tenantId)
+    const stageRows = stages.filter((row) => row.tenantId === tenantId)
+    const dictionaryRows = dictionaryEntries.filter((row) => row.tenantId === tenantId)
+    const dictionaries: Record<string, Array<{
+      id: string
+      value: string
+      label: string
+      normalizedValue: string
+      color: string | null
+      icon: string | null
+    }>> = {}
+    for (const row of dictionaryRows) {
+      const bucket = dictionaries[row.kind] ?? (dictionaries[row.kind] = [])
+      bucket.push({
+        id: row.id,
+        value: row.value,
+        label: row.label,
+        normalizedValue: row.normalizedValue,
+        color: row.color ?? null,
+        icon: row.icon ?? null,
+      })
+    }
+    return {
+      pipelines: pipelineRows.map((row) => ({
+        id: row.id,
+        name: row.name,
+        isDefault: !!row.isDefault,
+        organizationId: row.organizationId ?? null,
+        tenantId: row.tenantId ?? null,
+        createdAt: row.createdAt ? new Date(row.createdAt).toISOString() : null,
+      })),
+      pipelineStages: stageRows.map((row) => ({
+        id: row.id,
+        pipelineId: row.pipelineId,
+        label: row.label,
+        order: row.order,
+        organizationId: row.organizationId ?? null,
+        tenantId: row.tenantId ?? null,
+      })),
+      dictionaries,
+      addressFormat: settings?.addressFormat ?? 'line_first',
+    }
+  },
+}
+
+export const settingsAiTools: CustomersAiToolDefinition[] = [getSettingsTool]
+
+export default settingsAiTools

package/src/modules/customers/ai-tools/types.ts

@@ -0,0 +1,76 @@
+/**
+ * Local AI tool shape for the customers module (Phase 1 WS-C, Step 3.9).
+ *
+ * The customers module declares its read-only tool pack directly as plain
+ * objects so jest can load it without pulling `@open-mercato/ai-assistant`
+ * into the core package's module graph. This mirrors the pattern used by
+ * `packages/core/src/modules/inbox_ops/ai-tools.ts`. The shape is a strict
+ * subset of `AiToolDefinition` from `@open-mercato/ai-assistant`; the
+ * generator walks every module root for a default/aiTools export with this
+ * shape.
+ */
+import type { z } from 'zod'
+import type { AwilixContainer } from 'awilix'
+
+export interface CustomersToolContext {
+  tenantId: string | null
+  organizationId: string | null
+  userId: string | null
+  container: AwilixContainer
+  userFeatures: string[]
+  isSuperAdmin: boolean
+  apiKeySecret?: string
+  sessionId?: string
+}
+
+/**
+ * Shape returned by `loadBeforeRecord` on a mutation tool. Mirrors
+ * `AiToolLoadBeforeSingleRecord` from `@open-mercato/ai-assistant/lib/types`;
+ * the customers module deliberately does not import that package so we keep a
+ * local prefix-compatible declaration (same rule as `CustomersAiToolDefinition`).
+ */
+export interface CustomersToolLoadBeforeSingleRecord {
+  recordId: string
+  entityType: string
+  recordVersion: string | null
+  before: Record<string, unknown>
+}
+
+export interface CustomersAiToolDefinition<TInput = unknown, TOutput = unknown> {
+  name: string
+  displayName?: string
+  description: string
+  inputSchema: z.ZodType<TInput>
+  requiredFeatures?: string[]
+  tags?: string[]
+  isMutation?: boolean
+  /**
+   * Marks the mutation as destructive — gates the call through the
+   * approval card under `destructive-confirm-required` policy. Accepts a
+   * static boolean (whole tool destructive) or a predicate
+   * `(input) => boolean` evaluated at every call so a multi-operation
+   * tool (e.g. `manage_deal_comment` with create/update/delete) gates
+   * only the destructive branches. Default `false`. See
+   * `@open-mercato/ai-assistant` framework `AiToolDefinition.isDestructive`
+   * for the canonical definition; this surface mirrors the contract for
+   * type-safe authoring inside the customers module.
+   */
+  isDestructive?: boolean | ((input: TInput) => boolean)
+  maxCallsPerTurn?: number
+  supportsAttachments?: boolean
+  handler: (input: TInput, context: CustomersToolContext) => Promise<TOutput>
+  loadBeforeRecord?: (
+    input: TInput,
+    context: CustomersToolContext,
+  ) => Promise<CustomersToolLoadBeforeSingleRecord | null>
+}
+
+export function assertTenantScope(ctx: CustomersToolContext): {
+  tenantId: string
+  organizationId: string | null
+} {
+  if (!ctx.tenantId) {
+    throw new Error('Tenant context is required for customers.* tools')
+  }
+  return { tenantId: ctx.tenantId, organizationId: ctx.organizationId }
+}

package/src/modules/customers/ai-tools.ts

@@ -0,0 +1,34 @@
+/**
+ * Module-root AI tool contribution for the customers module
+ * (Phase 1 WS-C, Step 3.9 — read-only Phase 1 surface).
+ *
+ * The generator walks every module for a top-level `ai-tools.ts` and takes
+ * the default/`aiTools` export as the contribution. This file aggregates the
+ * six customers packs (people, companies, deals, activities+tasks,
+ * addresses+tags, settings) so they all flow through the existing
+ * `ai-tools.generated.ts` pipeline without any generator changes.
+ *
+ * Mutation tools are deferred to Step 5.13+ under the pending-action contract;
+ * every tool here is read-only and enforces tenant + organization scoping via
+ * the existing encryption helpers. See
+ * `.ai/runs/2026-04-18-ai-framework-unification/step-3.9-checks.md` for the
+ * matrix of required features and decisions.
+ */
+import peopleAiTools from './ai-tools/people-pack'
+import companiesAiTools from './ai-tools/companies-pack'
+import dealsAiTools from './ai-tools/deals-pack'
+import activitiesTasksAiTools from './ai-tools/activities-tasks-pack'
+import addressesTagsAiTools from './ai-tools/addresses-tags-pack'
+import settingsAiTools from './ai-tools/settings-pack'
+import type { CustomersAiToolDefinition } from './ai-tools/types'
+
+export const aiTools: CustomersAiToolDefinition[] = [
+  ...peopleAiTools,
+  ...companiesAiTools,
+  ...dealsAiTools,
+  ...activitiesTasksAiTools,
+  ...addressesTagsAiTools,
+  ...settingsAiTools,
+]
+
+export default aiTools

package/src/modules/customers/i18n/de.json

@@ -80,6 +80,31 @@
   "customers.ai.actions.translate": "Translate",
   "customers.ai.comingSoon": "Coming soon",
   "customers.ai.prefix": "KI:",
+  "customers.ai_assistant.agents.account.label": "CRM Assistant",
+  "customers.ai_assistant.context.matchingPeople": "{count} contacts in view",
+  "customers.ai_assistant.context.selectedPeople": "{count} contacts selected",
+  "customers.ai_assistant.dealDetail.sheet.composerPlaceholder": "Frage nach diesem Deal, der Stage, Pipeline...",
+  "customers.ai_assistant.dealDetail.sheet.description": "Frage zu diesem Deal. Mit aktiviertem Mutations-Richtlinien-Override kann der Assistent auch eine Stage-Änderung vorschlagen, die Sie bestätigen, bevor etwas gespeichert wird.",
+  "customers.ai_assistant.dealDetail.sheet.title": "Kunden-AI-Assistent — Deal",
+  "customers.ai_assistant.dealDetail.trigger.ariaLabel": "KI-Assistent für diesen Deal öffnen",
+  "customers.ai_assistant.dealDetail.trigger.label": "KI fragen",
+  "customers.ai_assistant.dock.subtitle": "Customers",
+  "customers.ai_assistant.popover.heading": "AI assistants",
+  "customers.ai_assistant.sheet.composerPlaceholder": "Frage nach Personen, Firmen, Deals...",
+  "customers.ai_assistant.sheet.description": "Read-only-Assistent. Fragen zu Personen, Firmen, Deals und Aktivitäten im Umfang dieser Liste.",
+  "customers.ai_assistant.sheet.dock": "Dock to side",
+  "customers.ai_assistant.sheet.selectionPill": "Wirkt auf {count} Ausgewählte",
+  "customers.ai_assistant.sheet.title": "Kunden-AI-Assistent",
+  "customers.ai_assistant.sheet.welcomeTitle": "CRM Assistant",
+  "customers.ai_assistant.suggestions.activityOverview": "Activity overview",
+  "customers.ai_assistant.suggestions.findCompanies": "Find related companies",
+  "customers.ai_assistant.suggestions.findDeals": "Show deals for selected people",
+  "customers.ai_assistant.suggestions.recentDeals": "Show recent deals",
+  "customers.ai_assistant.suggestions.searchPeople": "Search for a contact",
+  "customers.ai_assistant.suggestions.summarizeSelected": "Summarize selected contacts",
+  "customers.ai_assistant.suggestions.topCompanies": "List top companies",
+  "customers.ai_assistant.trigger.ariaLabel": "KI-Assistent für Personen öffnen",
+  "customers.ai_assistant.trigger.label": "AI",
   "customers.assignableStaff.loadError": "Teammitglieder konnten nicht geladen werden. Prüfen Sie Ihre Berechtigungen und versuchen Sie es erneut.",
   "customers.audit.activities.create": "Aktivität erstellen",
   "customers.audit.activities.delete": "Aktivität löschen",

package/src/modules/customers/i18n/en.json

@@ -80,6 +80,31 @@
   "customers.ai.actions.translate": "Translate",
   "customers.ai.comingSoon": "Coming soon",
   "customers.ai.prefix": "AI:",
+  "customers.ai_assistant.agents.account.label": "CRM Assistant",
+  "customers.ai_assistant.context.matchingPeople": "{count} contacts in view",
+  "customers.ai_assistant.context.selectedPeople": "{count} contacts selected",
+  "customers.ai_assistant.dealDetail.sheet.composerPlaceholder": "Ask about this deal, the stage, pipeline...",
+  "customers.ai_assistant.dealDetail.sheet.description": "Ask about this deal. With the per-tenant mutation-policy override enabled, the assistant can also propose a stage change that you confirm before anything is saved.",
+  "customers.ai_assistant.dealDetail.sheet.title": "Customers AI assistant — deal",
+  "customers.ai_assistant.dealDetail.trigger.ariaLabel": "Open AI assistant for this deal",
+  "customers.ai_assistant.dealDetail.trigger.label": "Ask AI",
+  "customers.ai_assistant.dock.subtitle": "Customers",
+  "customers.ai_assistant.popover.heading": "AI assistants",
+  "customers.ai_assistant.sheet.composerPlaceholder": "Ask about people, companies, deals...",
+  "customers.ai_assistant.sheet.description": "Read-only assistant. Ask about people, companies, deals, and activities scoped to this list.",
+  "customers.ai_assistant.sheet.dock": "Dock to side",
+  "customers.ai_assistant.sheet.selectionPill": "Acting on {count} selected",
+  "customers.ai_assistant.sheet.title": "Customers AI assistant",
+  "customers.ai_assistant.sheet.welcomeTitle": "CRM Assistant",
+  "customers.ai_assistant.suggestions.activityOverview": "Activity overview",
+  "customers.ai_assistant.suggestions.findCompanies": "Find related companies",
+  "customers.ai_assistant.suggestions.findDeals": "Show deals for selected people",
+  "customers.ai_assistant.suggestions.recentDeals": "Show recent deals",
+  "customers.ai_assistant.suggestions.searchPeople": "Search for a contact",
+  "customers.ai_assistant.suggestions.summarizeSelected": "Summarize selected contacts",
+  "customers.ai_assistant.suggestions.topCompanies": "List top companies",
+  "customers.ai_assistant.trigger.ariaLabel": "Open AI assistant for people",
+  "customers.ai_assistant.trigger.label": "AI",
   "customers.assignableStaff.loadError": "Unable to load team members. Check your permissions and try again.",
   "customers.audit.activities.create": "Create activity",
   "customers.audit.activities.delete": "Delete activity",