@open-mercato/core 0.5.1-develop.3036.f02c281f23 → 0.5.1-develop.3045.b4b3320cc2

package/dist/modules/customers/ai-tools/companies-pack.js.map

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/ai-tools/companies-pack.ts"],
+  "sourcesContent": ["/**\n * `customers.list_companies` + `customers.get_company` (Phase 1 WS-C, Step 3.9).\n *\n * Phase 3a of `.ai/specs/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_companies` is now an API-backed wrapper over\n * `GET /api/customers/companies`. Tool name, schema, requiredFeatures, and\n * output shape are unchanged.\n *\n * Phase 3c of the same spec migrates `customers.get_company` to a single\n * in-process call to `GET /api/customers/companies/<id>?include=...` over the\n * documented aggregate detail route. Tool name, schema, requiredFeatures, and\n * output shape are unchanged.\n */\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'\n\nconst listCompaniesInput = z\n  .object({\n    q: z.string().trim().optional().describe('Search text matched against display name / email / domain. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    tags: z.array(z.string().uuid()).optional().describe('Restrict to companies carrying at least one of these tag ids.'),\n  })\n  .passthrough()\n\ntype ListCompaniesInput = z.infer<typeof listCompaniesInput>\n\ntype ListCompaniesApiItem = {\n  id?: string\n  display_name?: string | null\n  displayName?: string | null\n  primary_email?: string | null\n  primaryEmail?: string | null\n  primary_phone?: string | null\n  primaryPhone?: string | null\n  status?: string | null\n  lifecycle_stage?: string | null\n  lifecycleStage?: string | null\n  source?: string | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  domain?: string | null\n  website_url?: string | null\n  websiteUrl?: string | null\n  industry?: string | null\n  size_bucket?: string | null\n  sizeBucket?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListCompaniesApiResponse = {\n  items?: ListCompaniesApiItem[]\n  total?: number\n}\n\ntype ListCompaniesOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listCompaniesTool = defineApiBackedAiTool<\n  ListCompaniesInput,\n  ListCompaniesApiResponse,\n  ListCompaniesOutput\n>({\n  name: 'customers.list_companies',\n  displayName: 'List companies',\n  description:\n    'Search / list companies for the caller tenant + organization. Returns { items, total, limit, offset }.',\n  inputSchema: listCompaniesInput,\n  requiredFeatures: ['customers.companies.view'],\n  toOperation: (input, ctx) => {\n    assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.tags && input.tags.length > 0) query.tagIds = input.tags.join(',')\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/companies',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListCompaniesApiResponse\n    const rawItems: ListCompaniesApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => {\n        const createdAtRaw = row.created_at ?? row.createdAt ?? null\n        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null\n        return {\n          id: row.id,\n          displayName: row.display_name ?? row.displayName ?? null,\n          primaryEmail: row.primary_email ?? row.primaryEmail ?? null,\n          primaryPhone: row.primary_phone ?? row.primaryPhone ?? null,\n          status: row.status ?? null,\n          lifecycleStage: row.lifecycle_stage ?? row.lifecycleStage ?? null,\n          source: row.source ?? null,\n          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,\n          organizationId: row.organization_id ?? row.organizationId ?? null,\n          tenantId: row.tenant_id ?? row.tenantId ?? null,\n          domain: row.domain ?? null,\n          websiteUrl: row.website_url ?? row.websiteUrl ?? null,\n          industry: row.industry ?? null,\n          sizeBucket: row.size_bucket ?? row.sizeBucket ?? null,\n          createdAt,\n        }\n      }),\n      total: typeof data.total === 'number' ? data.total : 0,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getCompanyInput = z.object({\n  companyId: z.string().uuid().describe('Company entity id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, deals, people, addresses, tasks, and tags (each capped at 100).'),\n})\n\ntype GetCompanyInput = z.infer<typeof getCompanyInput>\n\nfunction toIsoCompany(value: unknown): string | null {\n  if (!value) return null\n  const dt = value instanceof Date ? value : new Date(String(value))\n  if (Number.isNaN(dt.getTime())) return null\n  return dt.toISOString()\n}\n\nconst getCompanyTool: CustomersAiToolDefinition = {\n  name: 'customers.get_company',\n  displayName: 'Get company',\n  description:\n    'Fetch a company customer record by id with profile fields and (optionally) notes, activities, deals, people, addresses, tasks, tags, and custom fields. Returns { found: false } when outside tenant/org scope.',\n  inputSchema: getCompanyInput,\n  requiredFeatures: ['customers.companies.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId: _tenantId } = assertTenantScope(ctx)\n    void _tenantId\n    const input: GetCompanyInput = getCompanyInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: `/customers/companies/${input.companyId}`,\n    }\n    if (includeRelated) {\n      operation.query = {\n        include: 'addresses,comments,activities,interactions,deals,todos,people',\n      }\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run<Record<string, unknown>>(operation)\n    if (!response.success) {\n      if (response.statusCode === 404 || response.statusCode === 403) {\n        return { found: false as const, companyId: input.companyId }\n      }\n      throw new Error(response.error ?? `Failed to fetch company ${input.companyId}`)\n    }\n    const data = (response.data ?? {}) as Record<string, unknown>\n    const companyRow = (data.company ?? null) as Record<string, unknown> | null\n    if (!companyRow) {\n      return { found: false as const, companyId: input.companyId }\n    }\n    const profileRow = (data.profile ?? null) as Record<string, unknown> | null\n    const customFields = (data.customFields ?? {}) as Record<string, unknown>\n\n    let related: Record<string, unknown> | null = null\n    if (includeRelated) {\n      const addresses = Array.isArray(data.addresses) ? (data.addresses as Array<Record<string, unknown>>) : []\n      const activities = Array.isArray(data.activities) ? (data.activities as Array<Record<string, unknown>>) : []\n      const notes = Array.isArray(data.comments) ? (data.comments as Array<Record<string, unknown>>) : []\n      const todos = Array.isArray(data.todos) ? (data.todos as Array<Record<string, unknown>>) : []\n      const interactions = Array.isArray(data.interactions) ? (data.interactions as Array<Record<string, unknown>>) : []\n      const tagsRows = Array.isArray(data.tags) ? (data.tags as Array<Record<string, unknown>>) : []\n      const dealsRows = Array.isArray(data.deals) ? (data.deals as Array<Record<string, unknown>>) : []\n      const peopleRows = Array.isArray(data.people) ? (data.people as Array<Record<string, unknown>>) : []\n      related = {\n        addresses: addresses.map((address) => ({\n          id: address.id,\n          name: address.name ?? null,\n          purpose: address.purpose ?? null,\n          addressLine1: address.addressLine1 ?? null,\n          addressLine2: address.addressLine2 ?? null,\n          city: address.city ?? null,\n          region: address.region ?? null,\n          postalCode: address.postalCode ?? null,\n          country: address.country ?? null,\n          isPrimary: !!address.isPrimary,\n        })),\n        activities: activities.map((activity) => ({\n          id: activity.id,\n          activityType: activity.activityType,\n          subject: activity.subject ?? null,\n          body: activity.body ?? null,\n          occurredAt: toIsoCompany(activity.occurredAt),\n          createdAt: toIsoCompany(activity.createdAt),\n        })),\n        notes: notes.map((comment) => ({\n          id: comment.id,\n          body: comment.body,\n          authorUserId: comment.authorUserId ?? null,\n          createdAt: toIsoCompany(comment.createdAt),\n        })),\n        tasks: todos.map((task) => ({\n          id: task.id,\n          todoId: task.todoId ?? task.id,\n          todoSource: task.todoSource ?? null,\n          createdAt: toIsoCompany(task.createdAt),\n        })),\n        interactions: interactions.map((interaction) => ({\n          id: interaction.id,\n          interactionType: interaction.interactionType,\n          title: interaction.title ?? null,\n          status: interaction.status,\n          scheduledAt: toIsoCompany(interaction.scheduledAt),\n          occurredAt: toIsoCompany(interaction.occurredAt),\n        })),\n        tags: tagsRows\n          .map((tag) => {\n            if (!tag || typeof tag !== 'object') return null\n            const id = typeof tag.id === 'string' ? tag.id : null\n            const label = typeof tag.label === 'string' ? tag.label : null\n            if (!id || !label) return null\n            const slug = typeof tag.slug === 'string' ? tag.slug : label\n            const color = typeof tag.color === 'string' ? tag.color : null\n            return { id, slug, label, color }\n          })\n          .filter(\n            (entry): entry is { id: string; slug: string; label: string; color: string | null } =>\n              entry !== null,\n          ),\n        deals: dealsRows\n          .map((deal) => {\n            if (!deal || typeof deal !== 'object') return null\n            const id = typeof deal.id === 'string' ? deal.id : null\n            if (!id) return null\n            return {\n              id,\n              title: typeof deal.title === 'string' ? deal.title : '',\n              status: typeof deal.status === 'string' ? deal.status : null,\n              pipelineStageId:\n                typeof deal.pipelineStageId === 'string' ? deal.pipelineStageId : null,\n              valueAmount:\n                typeof deal.valueAmount === 'string'\n                  ? deal.valueAmount\n                  : deal.valueAmount === null || deal.valueAmount === undefined\n                    ? null\n                    : String(deal.valueAmount),\n              valueCurrency:\n                typeof deal.valueCurrency === 'string' ? deal.valueCurrency : null,\n            }\n          })\n          .filter(\n            (\n              value,\n            ): value is {\n              id: string\n              title: string\n              status: string | null\n              pipelineStageId: string | null\n              valueAmount: string | null\n              valueCurrency: string | null\n            } => value !== null,\n          ),\n        people: peopleRows\n          .map((person) => {\n            if (!person || typeof person !== 'object') return null\n            const id = typeof person.id === 'string' ? person.id : null\n            const displayName = typeof person.displayName === 'string' ? person.displayName : null\n            if (!id || !displayName) return null\n            return {\n              id,\n              displayName,\n              primaryEmail:\n                typeof person.primaryEmail === 'string' ? person.primaryEmail : null,\n              primaryPhone:\n                typeof person.primaryPhone === 'string' ? person.primaryPhone : null,\n              jobTitle: typeof person.jobTitle === 'string' ? person.jobTitle : null,\n              department: typeof person.department === 'string' ? person.department : null,\n            }\n          })\n          .filter(\n            (\n              value,\n            ): value is {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n              jobTitle: string | null\n              department: string | null\n            } => value !== null,\n          ),\n      }\n    }\n    return {\n      found: true as const,\n      company: {\n        id: companyRow.id,\n        displayName: companyRow.displayName ?? null,\n        description: companyRow.description ?? null,\n        primaryEmail: companyRow.primaryEmail ?? null,\n        primaryPhone: companyRow.primaryPhone ?? null,\n        status: companyRow.status ?? null,\n        lifecycleStage: companyRow.lifecycleStage ?? null,\n        source: companyRow.source ?? null,\n        ownerUserId: companyRow.ownerUserId ?? null,\n        organizationId: companyRow.organizationId ?? null,\n        tenantId: companyRow.tenantId ?? null,\n        createdAt: toIsoCompany(companyRow.createdAt),\n        updatedAt: toIsoCompany(companyRow.updatedAt),\n      },\n      profile: profileRow\n        ? {\n            id: profileRow.id,\n            legalName: profileRow.legalName ?? null,\n            brandName: profileRow.brandName ?? null,\n            domain: profileRow.domain ?? null,\n            websiteUrl: profileRow.websiteUrl ?? null,\n            industry: profileRow.industry ?? null,\n            sizeBucket: profileRow.sizeBucket ?? null,\n            annualRevenue: profileRow.annualRevenue ?? null,\n          }\n        : null,\n      customFields,\n      related,\n    }\n  },\n}\n\nexport const companiesAiTools: CustomersAiToolDefinition[] = [listCompaniesTool, getCompanyTool]\n\nexport default companiesAiTools\n"],
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+  "names": []
+}

package/dist/modules/customers/ai-tools/deals-pack.js

@@ -0,0 +1,348 @@
+import { z } from "zod";
+import { defineApiBackedAiTool } from "@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool";
+import {
+  createAiApiOperationRunner
+} from "@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner";
+import { findOneWithDecryption } from "@open-mercato/shared/lib/encryption/find";
+import {
+  CustomerDeal,
+  CustomerPipelineStage
+} from "../data/entities.js";
+import {
+  assertTenantScope
+} from "./types.js";
+function resolveEm(ctx) {
+  return ctx.container.resolve("em");
+}
+function buildScope(ctx, tenantId) {
+  return { tenantId, organizationId: ctx.organizationId };
+}
+const listDealsInput = z.object({
+  q: z.string().trim().optional().describe("Search text matched against deal title / description. 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)."),
+  personId: z.string().uuid().optional().describe("Return only deals linked to this person entity id."),
+  companyId: z.string().uuid().optional().describe("Return only deals linked to this company entity id."),
+  pipelineStageId: z.string().uuid().optional().describe("Return only deals at this pipeline stage."),
+  status: z.string().optional().describe('Filter by deal status (e.g. "open", "won", "lost").')
+}).passthrough();
+const listDealsTool = defineApiBackedAiTool({
+  name: "customers.list_deals",
+  displayName: "List deals",
+  description: "Search / list deals for the caller tenant + organization. Optional filters include linked person / company / pipeline stage.",
+  inputSchema: listDealsInput,
+  requiredFeatures: ["customers.deals.view"],
+  toOperation: (input, ctx) => {
+    assertTenantScope(ctx);
+    const limit = input.limit ?? 50;
+    const offset = input.offset ?? 0;
+    const page = Math.floor(offset / limit) + 1;
+    const query = {
+      page,
+      pageSize: limit
+    };
+    if (input.q?.trim()) query.search = input.q.trim();
+    if (input.personId) query.personId = input.personId;
+    if (input.companyId) query.companyId = input.companyId;
+    if (input.pipelineStageId) query.pipelineStageId = input.pipelineStageId;
+    if (input.status) query.status = input.status;
+    const operation = {
+      method: "GET",
+      path: "/customers/deals",
+      query
+    };
+    return operation;
+  },
+  mapResponse: (response, input) => {
+    const limit = input.limit ?? 50;
+    const offset = input.offset ?? 0;
+    const data = response.data ?? {};
+    const rawItems = Array.isArray(data.items) ? data.items : [];
+    return {
+      items: rawItems.map((row) => {
+        const expectedCloseRaw = row.expected_close_at ?? row.expectedCloseAt ?? null;
+        const expectedCloseAt = expectedCloseRaw ? new Date(String(expectedCloseRaw)).toISOString() : null;
+        const createdAtRaw = row.created_at ?? row.createdAt ?? null;
+        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null;
+        return {
+          id: row.id,
+          title: row.title ?? null,
+          description: row.description ?? null,
+          status: row.status ?? null,
+          pipelineId: row.pipeline_id ?? row.pipelineId ?? null,
+          pipelineStageId: row.pipeline_stage_id ?? row.pipelineStageId ?? null,
+          valueAmount: row.value_amount ?? row.valueAmount ?? null,
+          valueCurrency: row.value_currency ?? row.valueCurrency ?? null,
+          probability: row.probability ?? null,
+          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,
+          expectedCloseAt,
+          source: row.source ?? 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
+    };
+  }
+});
+const getDealInput = z.object({
+  dealId: z.string().uuid().describe("Deal id (UUID)."),
+  includeRelated: z.boolean().optional().describe("When true, include notes, activities, linked people and companies (each capped at 100).")
+});
+function toIsoDeal(value) {
+  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 getDealTool = {
+  name: "customers.get_deal",
+  displayName: "Get deal",
+  description: "Fetch a deal by id with fields and (optionally) notes, activities, linked people, and linked companies. Returns { found: false } when outside tenant/org scope.",
+  inputSchema: getDealInput,
+  requiredFeatures: ["customers.deals.view"],
+  tags: ["read", "customers"],
+  handler: async (rawInput, ctx) => {
+    const { tenantId: _tenantId } = assertTenantScope(ctx);
+    void _tenantId;
+    const input = getDealInput.parse(rawInput);
+    const includeRelated = !!input.includeRelated;
+    const runner = createAiApiOperationRunner(ctx);
+    const detailResponse = await runner.run({
+      method: "GET",
+      path: `/customers/deals/${input.dealId}`
+    });
+    if (!detailResponse.success) {
+      if (detailResponse.statusCode === 404 || detailResponse.statusCode === 403) {
+        return { found: false, dealId: input.dealId };
+      }
+      throw new Error(detailResponse.error ?? `Failed to fetch deal ${input.dealId}`);
+    }
+    const detail = detailResponse.data ?? {};
+    const dealRow = detail.deal ?? null;
+    if (!dealRow) {
+      return { found: false, dealId: input.dealId };
+    }
+    const customFields = detail.customFields ?? {};
+    const peopleRows = Array.isArray(detail.people) ? detail.people : [];
+    const companiesRows = Array.isArray(detail.companies) ? detail.companies : [];
+    let related = null;
+    if (includeRelated) {
+      const [activitiesResponse, commentsResponse] = await Promise.all([
+        runner.run({
+          method: "GET",
+          path: "/customers/activities",
+          query: { dealId: input.dealId, page: 1, pageSize: 100, sortField: "occurredAt", sortDir: "desc" }
+        }),
+        runner.run({
+          method: "GET",
+          path: "/customers/comments",
+          query: { dealId: input.dealId, page: 1, pageSize: 100 }
+        })
+      ]);
+      const activities = activitiesResponse.success && Array.isArray(activitiesResponse.data?.items) ? activitiesResponse.data.items : [];
+      const comments = commentsResponse.success && Array.isArray(commentsResponse.data?.items) ? commentsResponse.data.items : [];
+      related = {
+        activities: activities.map((activity) => ({
+          id: activity.id,
+          activityType: activity.activityType ?? activity.activity_type ?? null,
+          subject: activity.subject ?? null,
+          body: activity.body ?? null,
+          occurredAt: toIsoDeal(activity.occurredAt ?? activity.occurred_at),
+          createdAt: toIsoDeal(activity.createdAt ?? activity.created_at)
+        })),
+        notes: comments.map((comment) => ({
+          id: comment.id,
+          body: comment.body,
+          authorUserId: comment.authorUserId ?? comment.author_user_id ?? null,
+          createdAt: toIsoDeal(comment.createdAt ?? comment.created_at)
+        })),
+        people: peopleRows.map((person) => {
+          if (!person || typeof person !== "object") return null;
+          const id = typeof person.id === "string" ? person.id : null;
+          if (!id) return null;
+          const subtitle = typeof person.subtitle === "string" ? person.subtitle : null;
+          const label = typeof person.label === "string" ? person.label : "";
+          const entry = {
+            id,
+            displayName: label,
+            primaryEmail: subtitle && subtitle.includes("@") ? subtitle : null,
+            primaryPhone: subtitle && !subtitle.includes("@") ? subtitle : null,
+            participantRole: null
+          };
+          return entry;
+        }).filter(
+          (value) => value !== null
+        ),
+        companies: companiesRows.map((company) => {
+          if (!company || typeof company !== "object") return null;
+          const id = typeof company.id === "string" ? company.id : null;
+          if (!id) return null;
+          const label = typeof company.label === "string" ? company.label : "";
+          const entry = {
+            id,
+            displayName: label,
+            primaryEmail: null,
+            primaryPhone: null
+          };
+          return entry;
+        }).filter(
+          (value) => value !== null
+        )
+      };
+    }
+    return {
+      found: true,
+      deal: {
+        id: dealRow.id,
+        title: typeof dealRow.title === "string" ? dealRow.title : "",
+        description: dealRow.description ?? null,
+        status: dealRow.status ?? null,
+        pipelineId: dealRow.pipelineId ?? null,
+        pipelineStageId: dealRow.pipelineStageId ?? null,
+        valueAmount: dealRow.valueAmount ?? null,
+        valueCurrency: dealRow.valueCurrency ?? null,
+        probability: dealRow.probability ?? null,
+        ownerUserId: dealRow.ownerUserId ?? null,
+        expectedCloseAt: toIsoDeal(dealRow.expectedCloseAt),
+        source: dealRow.source ?? null,
+        organizationId: dealRow.organizationId ?? null,
+        tenantId: dealRow.tenantId ?? null,
+        createdAt: toIsoDeal(dealRow.createdAt),
+        updatedAt: toIsoDeal(dealRow.updatedAt)
+      },
+      customFields,
+      related
+    };
+  }
+};
+const blankToUndefined = (value) => {
+  if (typeof value !== "string") return value;
+  const trimmed = value.trim();
+  return trimmed.length === 0 ? void 0 : trimmed;
+};
+const updateDealStageInput = z.object({
+  dealId: z.string().uuid().describe("Deal id (UUID) to update."),
+  toPipelineStageId: z.preprocess(blankToUndefined, z.string().uuid().optional()).describe("Target pipeline stage id (UUID). Preferred \u2014 tenant-scoped stage record."),
+  toStage: z.preprocess(blankToUndefined, z.string().min(1).max(50).optional()).describe(
+    'Target status slug (e.g. "open", "won", "lost"). Used when the deal does not belong to a managed pipeline.'
+  )
+}).refine(
+  (value) => Boolean(value.toPipelineStageId) !== Boolean(value.toStage),
+  {
+    message: "Provide exactly one of toPipelineStageId or toStage.",
+    path: ["toPipelineStageId"]
+  }
+);
+function recordVersionFromUpdatedAt(updatedAt) {
+  if (!updatedAt) return null;
+  const value = updatedAt instanceof Date ? updatedAt : new Date(updatedAt);
+  if (Number.isNaN(value.getTime())) return null;
+  return value.toISOString();
+}
+async function loadDealWithStage(em, ctx, tenantId, dealId) {
+  const where = { id: dealId, tenantId, deletedAt: null };
+  if (ctx.organizationId) where.organizationId = ctx.organizationId;
+  const deal = await findOneWithDecryption(
+    em,
+    CustomerDeal,
+    where,
+    void 0,
+    buildScope(ctx, tenantId)
+  );
+  if (!deal || deal.tenantId !== tenantId) return null;
+  if (ctx.organizationId && deal.organizationId !== ctx.organizationId) return null;
+  return deal;
+}
+const updateDealStageTool = {
+  name: "customers.update_deal_stage",
+  displayName: "Update deal stage",
+  description: 'Move a deal to a different pipeline stage (by stage id) or change its top-level status (e.g. "open", "won", "lost"). Mutation tool \u2014 flows through the AI pending-action approval gate.',
+  inputSchema: updateDealStageInput,
+  requiredFeatures: ["customers.deals.manage"],
+  tags: ["write", "customers"],
+  isMutation: true,
+  loadBeforeRecord: async (rawInput, ctx) => {
+    const { tenantId } = assertTenantScope(ctx);
+    const input = updateDealStageInput.parse(rawInput);
+    const em = resolveEm(ctx);
+    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId);
+    if (!deal) return null;
+    return {
+      recordId: deal.id,
+      entityType: "customers.deal",
+      recordVersion: recordVersionFromUpdatedAt(deal.updatedAt),
+      before: {
+        status: deal.status ?? null,
+        pipelineStage: deal.pipelineStage ?? null,
+        pipelineStageId: deal.pipelineStageId ?? null
+      }
+    };
+  },
+  handler: async (rawInput, ctx) => {
+    const { tenantId } = assertTenantScope(ctx);
+    const input = updateDealStageInput.parse(rawInput);
+    const em = resolveEm(ctx);
+    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId);
+    if (!deal) {
+      throw new Error(`Deal "${input.dealId}" is not accessible to the caller.`);
+    }
+    const organizationId = deal.organizationId;
+    if (!organizationId) {
+      throw new Error(`Deal "${input.dealId}" has no organization scope.`);
+    }
+    const before = {
+      status: deal.status ?? null,
+      pipelineStage: deal.pipelineStage ?? null,
+      pipelineStageId: deal.pipelineStageId ?? null
+    };
+    const body = {
+      id: deal.id,
+      tenantId,
+      organizationId
+    };
+    if (input.toPipelineStageId) {
+      const stage = await em.findOne(CustomerPipelineStage, {
+        id: input.toPipelineStageId,
+        tenantId,
+        organizationId
+      });
+      if (!stage) {
+        throw new Error("Pipeline stage not found.");
+      }
+      body.pipelineStageId = input.toPipelineStageId;
+    } else if (input.toStage) {
+      body.status = input.toStage;
+    }
+    const runner = createAiApiOperationRunner(ctx);
+    const response = await runner.run({
+      method: "PUT",
+      path: "/customers/deals",
+      body
+    });
+    if (!response.success) {
+      throw new Error(response.error ?? `Failed to update deal "${deal.id}"`);
+    }
+    const after = await loadDealWithStage(em, ctx, tenantId, deal.id);
+    return {
+      recordId: deal.id,
+      commandName: "customers.deals.update",
+      before,
+      after: after ? {
+        status: after.status ?? null,
+        pipelineStage: after.pipelineStage ?? null,
+        pipelineStageId: after.pipelineStageId ?? null
+      } : null
+    };
+  }
+};
+const dealsAiTools = [listDealsTool, getDealTool, updateDealStageTool];
+var deals_pack_default = dealsAiTools;
+export {
+  dealsAiTools,
+  deals_pack_default as default
+};
+//# sourceMappingURL=deals-pack.js.map

package/dist/modules/customers/ai-tools/deals-pack.js.map

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/ai-tools/deals-pack.ts"],
+  "sourcesContent": ["/**\n * `customers.list_deals` + `customers.get_deal` (Phase 1 WS-C, Step 3.9).\n * `customers.update_deal_stage` mutation tool (Phase 3 WS-C, Step 5.13).\n *\n * Phase 3a of `.ai/specs/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_deals` is now an API-backed wrapper over\n * `GET /api/customers/deals`. Tool name, schema, requiredFeatures, and output\n * shape are unchanged.\n *\n * Phase 3c of the same spec migrates `customers.get_deal` to the documented\n * aggregate detail route. The handler issues 1 call without `includeRelated`\n * (`GET /customers/deals/<id>`) and 3 bounded calls with `includeRelated`\n * (deal detail + activities + comments by `dealId`). The 3-call cap matches\n * the spec's residual N+1 budget; deeper aggregation can earn a first-class\n * API later without touching the AI surface.\n */\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerDeal,\n  CustomerPipelineStage,\n} from '../data/entities'\nimport {\n  assertTenantScope,\n  type CustomersAiToolDefinition,\n  type CustomersToolContext,\n  type CustomersToolLoadBeforeSingleRecord,\n} from './types'\n\nfunction resolveEm(ctx: CustomersToolContext | AiToolExecutionContext): EntityManager {\n  return ctx.container.resolve<EntityManager>('em')\n}\n\nfunction buildScope(ctx: CustomersToolContext | AiToolExecutionContext, tenantId: string) {\n  return { tenantId, organizationId: ctx.organizationId }\n}\n\nconst listDealsInput = z\n  .object({\n    q: z.string().trim().optional().describe('Search text matched against deal title / description. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    personId: z.string().uuid().optional().describe('Return only deals linked to this person entity id.'),\n    companyId: z.string().uuid().optional().describe('Return only deals linked to this company entity id.'),\n    pipelineStageId: z.string().uuid().optional().describe('Return only deals at this pipeline stage.'),\n    status: z.string().optional().describe('Filter by deal status (e.g. \"open\", \"won\", \"lost\").'),\n  })\n  .passthrough()\n\ntype ListDealsInput = z.infer<typeof listDealsInput>\n\ntype ListDealsApiItem = {\n  id?: string\n  title?: string | null\n  description?: string | null\n  status?: string | null\n  pipeline_id?: string | null\n  pipelineId?: string | null\n  pipeline_stage_id?: string | null\n  pipelineStageId?: string | null\n  value_amount?: string | number | null\n  valueAmount?: string | number | null\n  value_currency?: string | null\n  valueCurrency?: string | null\n  probability?: number | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  expected_close_at?: string | null\n  expectedCloseAt?: string | null\n  source?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListDealsApiResponse = {\n  items?: ListDealsApiItem[]\n  total?: number\n}\n\ntype ListDealsOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listDealsTool = defineApiBackedAiTool<ListDealsInput, ListDealsApiResponse, ListDealsOutput>({\n  name: 'customers.list_deals',\n  displayName: 'List deals',\n  description:\n    'Search / list deals for the caller tenant + organization. Optional filters include linked person / company / pipeline stage.',\n  inputSchema: listDealsInput,\n  requiredFeatures: ['customers.deals.view'],\n  toOperation: (input, ctx) => {\n    assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.personId) query.personId = input.personId\n    if (input.companyId) query.companyId = input.companyId\n    if (input.pipelineStageId) query.pipelineStageId = input.pipelineStageId\n    if (input.status) query.status = input.status\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/deals',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListDealsApiResponse\n    const rawItems: ListDealsApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => {\n        const expectedCloseRaw = row.expected_close_at ?? row.expectedCloseAt ?? null\n        const expectedCloseAt = expectedCloseRaw ? new Date(String(expectedCloseRaw)).toISOString() : null\n        const createdAtRaw = row.created_at ?? row.createdAt ?? null\n        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null\n        return {\n          id: row.id,\n          title: row.title ?? null,\n          description: row.description ?? null,\n          status: row.status ?? null,\n          pipelineId: row.pipeline_id ?? row.pipelineId ?? null,\n          pipelineStageId: row.pipeline_stage_id ?? row.pipelineStageId ?? null,\n          valueAmount: row.value_amount ?? row.valueAmount ?? null,\n          valueCurrency: row.value_currency ?? row.valueCurrency ?? null,\n          probability: row.probability ?? null,\n          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,\n          expectedCloseAt,\n          source: row.source ?? null,\n          organizationId: row.organization_id ?? row.organizationId ?? null,\n          tenantId: row.tenant_id ?? row.tenantId ?? null,\n          createdAt,\n        }\n      }),\n      total: typeof data.total === 'number' ? data.total : 0,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getDealInput = z.object({\n  dealId: z.string().uuid().describe('Deal id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, linked people and companies (each capped at 100).'),\n})\n\ntype GetDealInput = z.infer<typeof getDealInput>\n\nfunction toIsoDeal(value: unknown): string | null {\n  if (!value) return null\n  const dt = value instanceof Date ? value : new Date(String(value))\n  if (Number.isNaN(dt.getTime())) return null\n  return dt.toISOString()\n}\n\nconst getDealTool: CustomersAiToolDefinition = {\n  name: 'customers.get_deal',\n  displayName: 'Get deal',\n  description:\n    'Fetch a deal by id with fields and (optionally) notes, activities, linked people, and linked companies. Returns { found: false } when outside tenant/org scope.',\n  inputSchema: getDealInput,\n  requiredFeatures: ['customers.deals.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId: _tenantId } = assertTenantScope(ctx)\n    void _tenantId\n    const input: GetDealInput = getDealInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n\n    const detailResponse = await runner.run<Record<string, unknown>>({\n      method: 'GET',\n      path: `/customers/deals/${input.dealId}`,\n    })\n    if (!detailResponse.success) {\n      if (detailResponse.statusCode === 404 || detailResponse.statusCode === 403) {\n        return { found: false as const, dealId: input.dealId }\n      }\n      throw new Error(detailResponse.error ?? `Failed to fetch deal ${input.dealId}`)\n    }\n    const detail = (detailResponse.data ?? {}) as Record<string, unknown>\n    const dealRow = (detail.deal ?? null) as Record<string, unknown> | null\n    if (!dealRow) {\n      return { found: false as const, dealId: input.dealId }\n    }\n    const customFields = (detail.customFields ?? {}) as Record<string, unknown>\n    const peopleRows = Array.isArray(detail.people) ? (detail.people as Array<Record<string, unknown>>) : []\n    const companiesRows = Array.isArray(detail.companies)\n      ? (detail.companies as Array<Record<string, unknown>>)\n      : []\n\n    let related: Record<string, unknown> | null = null\n    if (includeRelated) {\n      const [activitiesResponse, commentsResponse] = await Promise.all([\n        runner.run<{ items?: Array<Record<string, unknown>>; total?: number }>({\n          method: 'GET',\n          path: '/customers/activities',\n          query: { dealId: input.dealId, page: 1, pageSize: 100, sortField: 'occurredAt', sortDir: 'desc' },\n        }),\n        runner.run<{ items?: Array<Record<string, unknown>>; total?: number }>({\n          method: 'GET',\n          path: '/customers/comments',\n          query: { dealId: input.dealId, page: 1, pageSize: 100 },\n        }),\n      ])\n      const activities =\n        activitiesResponse.success && Array.isArray(activitiesResponse.data?.items)\n          ? (activitiesResponse.data!.items as Array<Record<string, unknown>>)\n          : []\n      const comments =\n        commentsResponse.success && Array.isArray(commentsResponse.data?.items)\n          ? (commentsResponse.data!.items as Array<Record<string, unknown>>)\n          : []\n\n      related = {\n        activities: activities.map((activity) => ({\n          id: activity.id,\n          activityType: activity.activityType ?? activity.activity_type ?? null,\n          subject: activity.subject ?? null,\n          body: activity.body ?? null,\n          occurredAt: toIsoDeal(activity.occurredAt ?? activity.occurred_at),\n          createdAt: toIsoDeal(activity.createdAt ?? activity.created_at),\n        })),\n        notes: comments.map((comment) => ({\n          id: comment.id,\n          body: comment.body,\n          authorUserId: comment.authorUserId ?? comment.author_user_id ?? null,\n          createdAt: toIsoDeal(comment.createdAt ?? comment.created_at),\n        })),\n        people: peopleRows\n          .map((person) => {\n            if (!person || typeof person !== 'object') return null\n            const id = typeof person.id === 'string' ? person.id : null\n            if (!id) return null\n            const subtitle = typeof person.subtitle === 'string' ? person.subtitle : null\n            const label = typeof person.label === 'string' ? person.label : ''\n            const entry: {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n              participantRole: string | null\n            } = {\n              id,\n              displayName: label,\n              primaryEmail: subtitle && subtitle.includes('@') ? subtitle : null,\n              primaryPhone: subtitle && !subtitle.includes('@') ? subtitle : null,\n              participantRole: null as string | null,\n            }\n            return entry\n          })\n          .filter(\n            (value): value is {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n              participantRole: string | null\n            } => value !== null,\n          ),\n        companies: companiesRows\n          .map((company) => {\n            if (!company || typeof company !== 'object') return null\n            const id = typeof company.id === 'string' ? company.id : null\n            if (!id) return null\n            const label = typeof company.label === 'string' ? company.label : ''\n            const entry: {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n            } = {\n              id,\n              displayName: label,\n              primaryEmail: null as string | null,\n              primaryPhone: null as string | null,\n            }\n            return entry\n          })\n          .filter(\n            (value): value is {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n            } => value !== null,\n          ),\n      }\n    }\n\n    return {\n      found: true as const,\n      deal: {\n        id: dealRow.id,\n        title: typeof dealRow.title === 'string' ? dealRow.title : '',\n        description: dealRow.description ?? null,\n        status: dealRow.status ?? null,\n        pipelineId: dealRow.pipelineId ?? null,\n        pipelineStageId: dealRow.pipelineStageId ?? null,\n        valueAmount: dealRow.valueAmount ?? null,\n        valueCurrency: dealRow.valueCurrency ?? null,\n        probability: dealRow.probability ?? null,\n        ownerUserId: dealRow.ownerUserId ?? null,\n        expectedCloseAt: toIsoDeal(dealRow.expectedCloseAt),\n        source: dealRow.source ?? null,\n        organizationId: dealRow.organizationId ?? null,\n        tenantId: dealRow.tenantId ?? null,\n        createdAt: toIsoDeal(dealRow.createdAt),\n        updatedAt: toIsoDeal(dealRow.updatedAt),\n      },\n      customFields,\n      related,\n    }\n  },\n}\n\n/**\n * Mutation tool: move a deal to a different pipeline stage. Step 5.13 \u2014 first\n * mutation-capable flow on the pending-action contract.\n *\n * Accepts either `toPipelineStageId` (UUID \u2014 preferred, tenant-scoped stage\n * record) or `toStage` (free-form string that maps to `CustomerDeal.status`\n * for pipeline roots like `open`/`won`/`lost`). Exactly one must be provided.\n *\n * The handler delegates to the existing `customers.deals.update` command so\n * all side effects (audit log, `customers.deal.updated` event, query index\n * refresh, notifications) stay identical to a direct API write.\n */\n// LLMs frequently emit `\"\"` for \"not provided\" \u2014 coerce blanks (and surrounding\n// whitespace) to `undefined` BEFORE the per-field validators run so the\n// `.uuid()` check on `toPipelineStageId` does not blow up on an empty string\n// the caller actually meant as \"skip this field\".\nconst blankToUndefined = (value: unknown): unknown => {\n  if (typeof value !== 'string') return value\n  const trimmed = value.trim()\n  return trimmed.length === 0 ? undefined : trimmed\n}\n\nconst updateDealStageInput = z\n  .object({\n    dealId: z.string().uuid().describe('Deal id (UUID) to update.'),\n    toPipelineStageId: z\n      .preprocess(blankToUndefined, z.string().uuid().optional())\n      .describe('Target pipeline stage id (UUID). Preferred \u2014 tenant-scoped stage record.'),\n    toStage: z\n      .preprocess(blankToUndefined, z.string().min(1).max(50).optional())\n      .describe(\n        'Target status slug (e.g. \"open\", \"won\", \"lost\"). Used when the deal does not belong to a managed pipeline.',\n      ),\n  })\n  .refine(\n    (value) => Boolean(value.toPipelineStageId) !== Boolean(value.toStage),\n    {\n      message: 'Provide exactly one of toPipelineStageId or toStage.',\n      path: ['toPipelineStageId'],\n    },\n  )\n\ntype UpdateDealStageInput = z.infer<typeof updateDealStageInput>\n\nfunction recordVersionFromUpdatedAt(updatedAt: Date | null | undefined): string | null {\n  if (!updatedAt) return null\n  const value = updatedAt instanceof Date ? updatedAt : new Date(updatedAt)\n  if (Number.isNaN(value.getTime())) return null\n  return value.toISOString()\n}\n\nasync function loadDealWithStage(\n  em: EntityManager,\n  ctx: CustomersToolContext,\n  tenantId: string,\n  dealId: string,\n): Promise<CustomerDeal | null> {\n  const where: Record<string, unknown> = { id: dealId, tenantId, deletedAt: null }\n  if (ctx.organizationId) where.organizationId = ctx.organizationId\n  const deal = await findOneWithDecryption<CustomerDeal>(\n    em,\n    CustomerDeal,\n    where as any,\n    undefined,\n    buildScope(ctx, tenantId),\n  )\n  if (!deal || deal.tenantId !== tenantId) return null\n  if (ctx.organizationId && deal.organizationId !== ctx.organizationId) return null\n  return deal\n}\n\nconst updateDealStageTool: CustomersAiToolDefinition = {\n  name: 'customers.update_deal_stage',\n  displayName: 'Update deal stage',\n  description:\n    'Move a deal to a different pipeline stage (by stage id) or change its top-level status (e.g. \"open\", \"won\", \"lost\"). Mutation tool \u2014 flows through the AI pending-action approval gate.',\n  inputSchema: updateDealStageInput as z.ZodType<unknown>,\n  requiredFeatures: ['customers.deals.manage'],\n  tags: ['write', 'customers'],\n  isMutation: true,\n  loadBeforeRecord: async (rawInput, ctx): Promise<CustomersToolLoadBeforeSingleRecord | null> => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: UpdateDealStageInput = updateDealStageInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId)\n    if (!deal) return null\n    return {\n      recordId: deal.id,\n      entityType: 'customers.deal',\n      recordVersion: recordVersionFromUpdatedAt(deal.updatedAt),\n      before: {\n        status: deal.status ?? null,\n        pipelineStage: deal.pipelineStage ?? null,\n        pipelineStageId: deal.pipelineStageId ?? null,\n      },\n    }\n  },\n  handler: async (rawInput, ctx) => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: UpdateDealStageInput = updateDealStageInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId)\n    if (!deal) {\n      throw new Error(`Deal \"${input.dealId}\" is not accessible to the caller.`)\n    }\n    const organizationId = deal.organizationId\n    if (!organizationId) {\n      throw new Error(`Deal \"${input.dealId}\" has no organization scope.`)\n    }\n\n    const before = {\n      status: deal.status ?? null,\n      pipelineStage: deal.pipelineStage ?? null,\n      pipelineStageId: deal.pipelineStageId ?? null,\n    }\n\n    const body: Record<string, unknown> = {\n      id: deal.id,\n      tenantId,\n      organizationId,\n    }\n    if (input.toPipelineStageId) {\n      const stage = await em.findOne(CustomerPipelineStage, {\n        id: input.toPipelineStageId,\n        tenantId,\n        organizationId,\n      })\n      if (!stage) {\n        throw new Error('Pipeline stage not found.')\n      }\n      body.pipelineStageId = input.toPipelineStageId\n    } else if (input.toStage) {\n      body.status = input.toStage\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run({\n      method: 'PUT',\n      path: '/customers/deals',\n      body,\n    })\n    if (!response.success) {\n      throw new Error(response.error ?? `Failed to update deal \"${deal.id}\"`)\n    }\n\n    const after = await loadDealWithStage(em, ctx, tenantId, deal.id)\n    return {\n      recordId: deal.id,\n      commandName: 'customers.deals.update',\n      before,\n      after: after\n        ? {\n            status: after.status ?? null,\n            pipelineStage: after.pipelineStage ?? null,\n            pipelineStageId: after.pipelineStageId ?? null,\n          }\n        : null,\n    }\n  },\n}\n\nexport const dealsAiTools: CustomersAiToolDefinition[] = [listDealsTool, getDealTool, updateDealStageTool]\n\nexport default dealsAiTools\n"],
+  "mappings": 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