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

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

@@ -0,0 +1,261 @@
+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 { findWithDecryption } from "@open-mercato/shared/lib/encryption/find";
+import {
+  CustomerPersonProfile
+} from "../data/entities.js";
+import { assertTenantScope } from "./types.js";
+const NIL_UUID = "00000000-0000-0000-0000-000000000000";
+function resolveEm(ctx) {
+  return ctx.container.resolve("em");
+}
+function buildScope(ctx, tenantId) {
+  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();
+const listPeopleTool = defineApiBackedAiTool({
+  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);
+    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.tags && input.tags.length > 0) query.tagIds = input.tags.join(",");
+    if (input.companyId) {
+      const em = resolveEm(ctx);
+      const profiles = await findWithDecryption(
+        em,
+        CustomerPersonProfile,
+        { tenantId, company: input.companyId },
+        void 0,
+        buildScope(ctx, tenantId)
+      );
+      const ids = profiles.map((profile) => {
+        const entity = profile.entity;
+        if (!entity) return null;
+        if (typeof entity === "string") return entity;
+        const candidate = entity.id;
+        return typeof candidate === "string" ? candidate : null;
+      }).filter((value) => typeof value === "string" && value.length > 0);
+      query.ids = ids.length ? ids.join(",") : NIL_UUID;
+    }
+    const operation = {
+      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 ?? {};
+    const rawItems = 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
+    };
+  }
+});
+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).")
+});
+function toIso(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 getPersonTool = {
+  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.parse(rawInput);
+    const includeRelated = !!input.includeRelated;
+    const operation = {
+      method: "GET",
+      path: `/customers/people/${input.personId}`
+    };
+    if (includeRelated) {
+      operation.query = { include: "addresses,comments,activities,interactions,deals,todos" };
+    }
+    const runner = createAiApiOperationRunner(ctx);
+    const response = await runner.run(operation);
+    if (!response.success) {
+      if (response.statusCode === 404 || response.statusCode === 403) {
+        return { found: false, personId: input.personId };
+      }
+      throw new Error(response.error ?? `Failed to fetch person ${input.personId}`);
+    }
+    const data = response.data ?? {};
+    const personRow = data.person ?? null;
+    if (!personRow) {
+      return { found: false, personId: input.personId };
+    }
+    const profileRow = data.profile ?? null;
+    const customFields = data.customFields ?? {};
+    let related = null;
+    if (includeRelated) {
+      const addresses = Array.isArray(data.addresses) ? data.addresses : [];
+      const activities = Array.isArray(data.activities) ? data.activities : [];
+      const notes = Array.isArray(data.comments) ? data.comments : [];
+      const todos = Array.isArray(data.todos) ? data.todos : [];
+      const interactions = Array.isArray(data.interactions) ? data.interactions : [];
+      const tagsRows = Array.isArray(data.tags) ? data.tags : [];
+      const dealsRows = Array.isArray(data.deals) ? data.deals : [];
+      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 !== 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 === void 0 ? null : String(deal.valueAmount),
+            valueCurrency: typeof deal.valueCurrency === "string" ? deal.valueCurrency : null
+          };
+        }).filter(
+          (value) => value !== null
+        )
+      };
+    }
+    return {
+      found: true,
+      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
+    };
+  }
+};
+const peopleAiTools = [listPeopleTool, getPersonTool];
+var people_pack_default = peopleAiTools;
+export {
+  people_pack_default as default,
+  peopleAiTools
+};
+//# sourceMappingURL=people-pack.js.map

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

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/ai-tools/people-pack.ts"],
+  "sourcesContent": ["/**\n * `customers.list_people` + `customers.get_person` (Phase 1 WS-C, Step 3.9).\n *\n * Read-only tools scoped to `ctx.tenantId` / `ctx.organizationId` that wrap\n * the existing customers query engine + encryption helpers. Mutation tools\n * are deferred to Step 5.13+ under the pending-action contract.\n *\n * Phase 3a of `.ai/specs/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_people` is now an API-backed wrapper over\n * `GET /api/customers/people`. The `companyId` AI input has no inclusion\n * equivalent on the route (the route exposes `excludeLinkedCompanyId` only)\n * so it is pre-resolved against `CustomerPersonProfile.company` and threaded\n * through the route's `ids` filter.\n *\n * Phase 3c of the same spec migrates `customers.get_person` to a single\n * in-process call to `GET /api/customers/people/<id>?include=...` (the\n * documented aggregate detail route). Tool name, schema, requiredFeatures,\n * and output shape are unchanged.\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 { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerPersonProfile,\n} from '../data/entities'\nimport { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'\n\nconst NIL_UUID = '00000000-0000-0000-0000-000000000000'\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 {\n    tenantId,\n    organizationId: ctx.organizationId,\n  }\n}\n\nconst listPeopleInput = z\n  .object({\n    q: z.string().trim().optional().describe('Optional search text matched against display name / email / phone. 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 persons carrying at least one of these tag ids.'),\n    companyId: z.string().uuid().optional().describe('Restrict to persons linked to the given company entity.'),\n  })\n  .passthrough()\n\ntype ListPeopleInput = z.infer<typeof listPeopleInput>\n\ntype ListPeopleApiItem = {\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  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListPeopleApiResponse = {\n  items?: ListPeopleApiItem[]\n  total?: number\n}\n\ntype ListPeopleOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listPeopleTool = defineApiBackedAiTool<ListPeopleInput, ListPeopleApiResponse, ListPeopleOutput>({\n  name: 'customers.list_people',\n  displayName: 'List people',\n  description:\n    'Search / list people (CRM persons) for the caller tenant + organization. Returns { items, total, limit, offset }.',\n  inputSchema: listPeopleInput,\n  requiredFeatures: ['customers.people.view'],\n  toOperation: async (input, ctx) => {\n    const { tenantId } = 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    if (input.companyId) {\n      const em = resolveEm(ctx)\n      const profiles = await findWithDecryption<CustomerPersonProfile>(\n        em,\n        CustomerPersonProfile,\n        { tenantId, company: input.companyId } as never,\n        undefined,\n        buildScope(ctx, tenantId),\n      )\n      const ids = profiles\n        .map((profile) => {\n          const entity = (profile as { entity?: unknown }).entity\n          if (!entity) return null\n          if (typeof entity === 'string') return entity\n          const candidate = (entity as { id?: unknown }).id\n          return typeof candidate === 'string' ? candidate : null\n        })\n        .filter((value): value is string => typeof value === 'string' && value.length > 0)\n      // Empty match \u2014 feed a non-existent uuid so the route returns\n      // { items: [], total: 0 } without us bypassing the API.\n      query.ids = ids.length ? ids.join(',') : NIL_UUID\n    }\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/people',\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 ListPeopleApiResponse\n    const rawItems: ListPeopleApiItem[] = 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          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 getPersonInput = z.object({\n  personId: z.string().uuid().describe('Person entity id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, deals, addresses, tasks, and tags (each capped at 100).'),\n})\n\ntype GetPersonInput = z.infer<typeof getPersonInput>\n\ntype ApiPersonDetailRow = Record<string, unknown> | null | undefined\n\nfunction toIso(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 getPersonTool: CustomersAiToolDefinition = {\n  name: 'customers.get_person',\n  displayName: 'Get person',\n  description:\n    '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.',\n  inputSchema: getPersonInput,\n  requiredFeatures: ['customers.people.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: GetPersonInput = getPersonInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: `/customers/people/${input.personId}`,\n    }\n    if (includeRelated) {\n      operation.query = { include: 'addresses,comments,activities,interactions,deals,todos' }\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, personId: input.personId }\n      }\n      throw new Error(response.error ?? `Failed to fetch person ${input.personId}`)\n    }\n    const data = (response.data ?? {}) as Record<string, unknown>\n    const personRow = (data.person ?? null) as ApiPersonDetailRow\n    if (!personRow) {\n      return { found: false as const, personId: input.personId }\n    }\n    const profileRow = (data.profile ?? null) as ApiPersonDetailRow\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      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: toIso(activity.occurredAt),\n          createdAt: toIso(activity.createdAt),\n        })),\n        notes: notes.map((comment) => ({\n          id: comment.id,\n          body: comment.body,\n          authorUserId: comment.authorUserId ?? null,\n          createdAt: toIso(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: toIso(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: toIso(interaction.scheduledAt),\n          occurredAt: toIso(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      }\n    }\n\n    return {\n      found: true as const,\n      person: {\n        id: personRow.id,\n        displayName: personRow.displayName ?? null,\n        description: personRow.description ?? null,\n        primaryEmail: personRow.primaryEmail ?? null,\n        primaryPhone: personRow.primaryPhone ?? null,\n        status: personRow.status ?? null,\n        lifecycleStage: personRow.lifecycleStage ?? null,\n        source: personRow.source ?? null,\n        ownerUserId: personRow.ownerUserId ?? null,\n        organizationId: personRow.organizationId ?? null,\n        tenantId: personRow.tenantId ?? null,\n        createdAt: toIso(personRow.createdAt),\n        updatedAt: toIso(personRow.updatedAt),\n      },\n      profile: profileRow\n        ? {\n            id: profileRow.id,\n            firstName: profileRow.firstName ?? null,\n            lastName: profileRow.lastName ?? null,\n            preferredName: profileRow.preferredName ?? null,\n            jobTitle: profileRow.jobTitle ?? null,\n            department: profileRow.department ?? null,\n            seniority: profileRow.seniority ?? null,\n            timezone: profileRow.timezone ?? null,\n            linkedInUrl: profileRow.linkedInUrl ?? null,\n            twitterUrl: profileRow.twitterUrl ?? null,\n            companyEntityId: profileRow.companyEntityId ?? null,\n          }\n        : null,\n      customFields,\n      related,\n    }\n  },\n}\n\nexport const peopleAiTools: CustomersAiToolDefinition[] = [listPeopleTool, getPersonTool]\n\nexport default peopleAiTools\n"],
+  "mappings": 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+  "names": []
+}

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

@@ -0,0 +1,102 @@
+import { z } from "zod";
+import { findOneWithDecryption, findWithDecryption } from "@open-mercato/shared/lib/encryption/find";
+import {
+  CustomerDictionaryEntry,
+  CustomerPipeline,
+  CustomerPipelineStage,
+  CustomerSettings
+} 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 getSettingsInput = z.object({}).passthrough();
+const getSettingsTool = {
+  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 = { tenantId };
+    if (ctx.organizationId) where.organizationId = ctx.organizationId;
+    const [pipelines, stages, dictionaryEntries, settings] = await Promise.all([
+      findWithDecryption(
+        em,
+        CustomerPipeline,
+        where,
+        { orderBy: { createdAt: "asc" } },
+        buildScope(ctx, tenantId)
+      ),
+      findWithDecryption(
+        em,
+        CustomerPipelineStage,
+        where,
+        { orderBy: { pipelineId: "asc", order: "asc" } },
+        buildScope(ctx, tenantId)
+      ),
+      findWithDecryption(
+        em,
+        CustomerDictionaryEntry,
+        where,
+        { orderBy: { kind: "asc", label: "asc" } },
+        buildScope(ctx, tenantId)
+      ),
+      ctx.organizationId ? findOneWithDecryption(
+        em,
+        CustomerSettings,
+        { tenantId, organizationId: ctx.organizationId },
+        void 0,
+        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 = {};
+    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"
+    };
+  }
+};
+const settingsAiTools = [getSettingsTool];
+var settings_pack_default = settingsAiTools;
+export {
+  settings_pack_default as default,
+  settingsAiTools
+};
+//# sourceMappingURL=settings-pack.js.map

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

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/ai-tools/settings-pack.ts"],
+  "sourcesContent": ["/**\n * `customers.get_settings` (Phase 1 WS-C, Step 3.9).\n *\n * Aggregates the four settings surfaces the spec calls out: pipelines,\n * pipeline stages, dictionaries, and address-format settings. All reads are\n * tenant + organization scoped through the existing encryption helpers.\n */\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { findOneWithDecryption, findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerDictionaryEntry,\n  CustomerPipeline,\n  CustomerPipelineStage,\n  CustomerSettings,\n} from '../data/entities'\nimport { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'\n\nfunction resolveEm(ctx: CustomersToolContext): EntityManager {\n  return ctx.container.resolve<EntityManager>('em')\n}\n\nfunction buildScope(ctx: CustomersToolContext, tenantId: string) {\n  return { tenantId, organizationId: ctx.organizationId }\n}\n\nconst getSettingsInput = z.object({}).passthrough()\n\nconst getSettingsTool: CustomersAiToolDefinition = {\n  name: 'customers.get_settings',\n  displayName: 'Get customers module settings',\n  description:\n    'Return the customers module settings for the caller scope: pipelines, pipeline stages, dictionaries (grouped by kind), and address format.',\n  inputSchema: getSettingsInput,\n  requiredFeatures: ['customers.settings.manage'],\n  tags: ['read', 'customers'],\n  handler: async (_rawInput, ctx) => {\n    const { tenantId } = assertTenantScope(ctx)\n    const em = resolveEm(ctx)\n    const where: Record<string, unknown> = { tenantId }\n    if (ctx.organizationId) where.organizationId = ctx.organizationId\n    const [pipelines, stages, dictionaryEntries, settings] = await Promise.all([\n      findWithDecryption<CustomerPipeline>(\n        em,\n        CustomerPipeline,\n        where as any,\n        { orderBy: { createdAt: 'asc' } as any } as any,\n        buildScope(ctx, tenantId),\n      ),\n      findWithDecryption<CustomerPipelineStage>(\n        em,\n        CustomerPipelineStage,\n        where as any,\n        { orderBy: { pipelineId: 'asc', order: 'asc' } as any } as any,\n        buildScope(ctx, tenantId),\n      ),\n      findWithDecryption<CustomerDictionaryEntry>(\n        em,\n        CustomerDictionaryEntry,\n        where as any,\n        { orderBy: { kind: 'asc', label: 'asc' } as any } as any,\n        buildScope(ctx, tenantId),\n      ),\n      ctx.organizationId\n        ? findOneWithDecryption<CustomerSettings>(\n            em,\n            CustomerSettings,\n            { tenantId, organizationId: ctx.organizationId } as any,\n            undefined,\n            buildScope(ctx, tenantId),\n          )\n        : null,\n    ])\n    const pipelineRows = pipelines.filter((row) => row.tenantId === tenantId)\n    const stageRows = stages.filter((row) => row.tenantId === tenantId)\n    const dictionaryRows = dictionaryEntries.filter((row) => row.tenantId === tenantId)\n    const dictionaries: Record<string, Array<{\n      id: string\n      value: string\n      label: string\n      normalizedValue: string\n      color: string | null\n      icon: string | null\n    }>> = {}\n    for (const row of dictionaryRows) {\n      const bucket = dictionaries[row.kind] ?? (dictionaries[row.kind] = [])\n      bucket.push({\n        id: row.id,\n        value: row.value,\n        label: row.label,\n        normalizedValue: row.normalizedValue,\n        color: row.color ?? null,\n        icon: row.icon ?? null,\n      })\n    }\n    return {\n      pipelines: pipelineRows.map((row) => ({\n        id: row.id,\n        name: row.name,\n        isDefault: !!row.isDefault,\n        organizationId: row.organizationId ?? null,\n        tenantId: row.tenantId ?? null,\n        createdAt: row.createdAt ? new Date(row.createdAt).toISOString() : null,\n      })),\n      pipelineStages: stageRows.map((row) => ({\n        id: row.id,\n        pipelineId: row.pipelineId,\n        label: row.label,\n        order: row.order,\n        organizationId: row.organizationId ?? null,\n        tenantId: row.tenantId ?? null,\n      })),\n      dictionaries,\n      addressFormat: settings?.addressFormat ?? 'line_first',\n    }\n  },\n}\n\nexport const settingsAiTools: CustomersAiToolDefinition[] = [getSettingsTool]\n\nexport default settingsAiTools\n"],
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+  "names": []
+}

package/dist/modules/customers/ai-tools/types.js

@@ -0,0 +1,10 @@
+function assertTenantScope(ctx) {
+  if (!ctx.tenantId) {
+    throw new Error("Tenant context is required for customers.* tools");
+  }
+  return { tenantId: ctx.tenantId, organizationId: ctx.organizationId };
+}
+export {
+  assertTenantScope
+};
+//# sourceMappingURL=types.js.map

package/dist/modules/customers/ai-tools/types.js.map

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/ai-tools/types.ts"],
+  "sourcesContent": ["/**\n * Local AI tool shape for the customers module (Phase 1 WS-C, Step 3.9).\n *\n * The customers module declares its read-only tool pack directly as plain\n * objects so jest can load it without pulling `@open-mercato/ai-assistant`\n * into the core package's module graph. This mirrors the pattern used by\n * `packages/core/src/modules/inbox_ops/ai-tools.ts`. The shape is a strict\n * subset of `AiToolDefinition` from `@open-mercato/ai-assistant`; the\n * generator walks every module root for a default/aiTools export with this\n * shape.\n */\nimport type { z } from 'zod'\nimport type { AwilixContainer } from 'awilix'\n\nexport interface CustomersToolContext {\n  tenantId: string | null\n  organizationId: string | null\n  userId: string | null\n  container: AwilixContainer\n  userFeatures: string[]\n  isSuperAdmin: boolean\n  apiKeySecret?: string\n  sessionId?: string\n}\n\n/**\n * Shape returned by `loadBeforeRecord` on a mutation tool. Mirrors\n * `AiToolLoadBeforeSingleRecord` from `@open-mercato/ai-assistant/lib/types`;\n * the customers module deliberately does not import that package so we keep a\n * local prefix-compatible declaration (same rule as `CustomersAiToolDefinition`).\n */\nexport interface CustomersToolLoadBeforeSingleRecord {\n  recordId: string\n  entityType: string\n  recordVersion: string | null\n  before: Record<string, unknown>\n}\n\nexport interface CustomersAiToolDefinition<TInput = unknown, TOutput = unknown> {\n  name: string\n  displayName?: string\n  description: string\n  inputSchema: z.ZodType<TInput>\n  requiredFeatures?: string[]\n  tags?: string[]\n  isMutation?: boolean\n  /**\n   * Marks the mutation as destructive \u2014 gates the call through the\n   * approval card under `destructive-confirm-required` policy. Accepts a\n   * static boolean (whole tool destructive) or a predicate\n   * `(input) => boolean` evaluated at every call so a multi-operation\n   * tool (e.g. `manage_deal_comment` with create/update/delete) gates\n   * only the destructive branches. Default `false`. See\n   * `@open-mercato/ai-assistant` framework `AiToolDefinition.isDestructive`\n   * for the canonical definition; this surface mirrors the contract for\n   * type-safe authoring inside the customers module.\n   */\n  isDestructive?: boolean | ((input: TInput) => boolean)\n  maxCallsPerTurn?: number\n  supportsAttachments?: boolean\n  handler: (input: TInput, context: CustomersToolContext) => Promise<TOutput>\n  loadBeforeRecord?: (\n    input: TInput,\n    context: CustomersToolContext,\n  ) => Promise<CustomersToolLoadBeforeSingleRecord | null>\n}\n\nexport function assertTenantScope(ctx: CustomersToolContext): {\n  tenantId: string\n  organizationId: string | null\n} {\n  if (!ctx.tenantId) {\n    throw new Error('Tenant context is required for customers.* tools')\n  }\n  return { tenantId: ctx.tenantId, organizationId: ctx.organizationId }\n}\n"],
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+  "names": []
+}

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

@@ -0,0 +1,20 @@
+import peopleAiTools from "./ai-tools/people-pack.js";
+import companiesAiTools from "./ai-tools/companies-pack.js";
+import dealsAiTools from "./ai-tools/deals-pack.js";
+import activitiesTasksAiTools from "./ai-tools/activities-tasks-pack.js";
+import addressesTagsAiTools from "./ai-tools/addresses-tags-pack.js";
+import settingsAiTools from "./ai-tools/settings-pack.js";
+const aiTools = [
+  ...peopleAiTools,
+  ...companiesAiTools,
+  ...dealsAiTools,
+  ...activitiesTasksAiTools,
+  ...addressesTagsAiTools,
+  ...settingsAiTools
+];
+var ai_tools_default = aiTools;
+export {
+  aiTools,
+  ai_tools_default as default
+};
+//# sourceMappingURL=ai-tools.js.map

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

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../src/modules/customers/ai-tools.ts"],
+  "sourcesContent": ["/**\n * Module-root AI tool contribution for the customers module\n * (Phase 1 WS-C, Step 3.9 \u2014 read-only Phase 1 surface).\n *\n * The generator walks every module for a top-level `ai-tools.ts` and takes\n * the default/`aiTools` export as the contribution. This file aggregates the\n * six customers packs (people, companies, deals, activities+tasks,\n * addresses+tags, settings) so they all flow through the existing\n * `ai-tools.generated.ts` pipeline without any generator changes.\n *\n * Mutation tools are deferred to Step 5.13+ under the pending-action contract;\n * every tool here is read-only and enforces tenant + organization scoping via\n * the existing encryption helpers. See\n * `.ai/runs/2026-04-18-ai-framework-unification/step-3.9-checks.md` for the\n * matrix of required features and decisions.\n */\nimport peopleAiTools from './ai-tools/people-pack'\nimport companiesAiTools from './ai-tools/companies-pack'\nimport dealsAiTools from './ai-tools/deals-pack'\nimport activitiesTasksAiTools from './ai-tools/activities-tasks-pack'\nimport addressesTagsAiTools from './ai-tools/addresses-tags-pack'\nimport settingsAiTools from './ai-tools/settings-pack'\nimport type { CustomersAiToolDefinition } from './ai-tools/types'\n\nexport const aiTools: CustomersAiToolDefinition[] = [\n  ...peopleAiTools,\n  ...companiesAiTools,\n  ...dealsAiTools,\n  ...activitiesTasksAiTools,\n  ...addressesTagsAiTools,\n  ...settingsAiTools,\n]\n\nexport default aiTools\n"],
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