@open-mercato/core 0.6.3-develop.3484.1.1427e58147 → 0.6.3-develop.3498.1.3956a84bc9

package/dist/modules/sync_excel/lib/adapters/customers.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/sync_excel/lib/adapters/customers.ts"],
-  "sourcesContent": ["import type { EntityManager } from '@mikro-orm/postgresql'\nimport type { CommandBus, CommandRuntimeContext } from '@open-mercato/shared/lib/commands'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { findOneWithDecryption, findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { extractPhoneDigits, validatePhoneNumber } from '@open-mercato/shared/lib/phone'\nimport type {\n  DataMapping,\n  DataSyncAdapter,\n  FieldMapping,\n  ImportBatch,\n  ImportItem,\n  TenantScope,\n} from '../../../data_sync/lib/adapter'\nimport type { ExternalIdMappingService } from '../../../data_sync/lib/id-mapping'\nimport { SyncMapping } from '../../../data_sync/data/entities'\nimport { CustomerAddress, CustomerEntity } from '../../../customers/data/entities'\nimport { Attachment } from '../../../attachments/data/entities'\nimport { CustomFieldDef } from '../../../entities/data/entities'\nimport { SyncExcelUpload } from '../../data/entities'\nimport { parseCsvDocument, type CsvPreviewRow } from '../parser'\nimport { readSyncExcelUploadBuffer } from '../upload-storage'\nimport { E } from '#generated/entities.ids.generated'\n\ntype SyncExcelCursor = {\n  uploadId: string\n  offset: number\n}\n\ntype Container = Awaited<ReturnType<typeof createRequestContainer>>\n\nconst CUSTOMER_IMPORT_COVERAGE_ENTITY_TYPES = [\n  E.customers.customer_entity,\n  E.customers.customer_person_profile,\n  E.customers.customer_address,\n]\n\ntype PersonFieldValues = {\n  externalId?: string | null\n  firstName?: string | null\n  lastName?: string | null\n  displayName?: string | null\n  primaryEmail?: string | null\n  primaryPhone?: string | null\n  jobTitle?: string | null\n  status?: string | null\n  source?: string | null\n  description?: string | null\n}\n\ntype AddressFieldValues = {\n  name?: string | null\n  purpose?: string | null\n  companyName?: string | null\n  addressLine1?: string | null\n  addressLine2?: string | null\n  buildingNumber?: string | null\n  flatNumber?: string | null\n  city?: string | null\n  region?: string | null\n  postalCode?: string | null\n  country?: string | null\n  latitude?: number | null\n  longitude?: number | null\n}\n\ntype PersonRowValues = {\n  values: PersonFieldValues\n  customFields: Record<string, unknown>\n  addressValues: AddressFieldValues\n}\n\ntype ImportCustomFieldDefinition = {\n  key: string\n  kind: string\n  entityId: string\n  organizationId?: string | null\n  tenantId?: string | null\n  updatedAt?: Date | string | null\n}\n\ntype EmailDedupeIndex = Map<string, string>\n\ntype BuiltPersonPayload = {\n  values: PersonFieldValues\n  customFields: Record<string, unknown>\n  addressValues: AddressFieldValues\n  createInput: {\n    organizationId: string\n    tenantId: string\n    firstName: string\n    lastName: string\n    displayName: string\n    primaryEmail?: string\n    primaryPhone?: string\n    jobTitle?: string\n    status?: string\n    source?: string\n    description?: string\n    customFields?: Record<string, unknown>\n  } | null\n  updateInput: {\n    organizationId: string\n    tenantId: string\n    primaryEmail?: string\n    primaryPhone?: string\n    jobTitle?: string\n    status?: string\n    source?: string\n    description?: string\n    firstName?: string\n    lastName?: string\n    displayName?: string\n    customFields?: Record<string, unknown>\n  }\n  sourceIdentifier: string | null\n}\n\nfunction normalizeOptionalString(value: unknown): string | null {\n  if (typeof value !== 'string') return null\n  const trimmed = value.trim()\n  return trimmed.length > 0 ? trimmed : null\n}\n\nfunction normalizeEmail(value: unknown): string | null {\n  const normalized = normalizeOptionalString(value)\n  return normalized ? normalized.toLowerCase() : null\n}\n\nconst COUNTRY_DIAL_CODES: Record<string, string> = {\n  canada: '1',\n  england: '44',\n  greatbritain: '44',\n  poland: '48',\n  scotland: '44',\n  uk: '44',\n  unitedkingdom: '44',\n  unitedstates: '1',\n  unitedstatesofamerica: '1',\n  usa: '1',\n  wales: '44',\n}\n\nfunction normalizeCountryKey(value: unknown): string | null {\n  const normalized = normalizeOptionalString(value)\n  if (!normalized) return null\n  return normalized.toLowerCase().replace(/[^a-z]/g, '')\n}\n\nfunction resolveCountryDialCode(row: CsvPreviewRow): string | null {\n  const countryCandidates = [\n    row.Country,\n    row.country,\n    row['Country/Region'],\n    row['country/region'],\n  ]\n\n  for (const candidate of countryCandidates) {\n    const countryKey = normalizeCountryKey(candidate)\n    if (!countryKey) continue\n    const dialCode = COUNTRY_DIAL_CODES[countryKey]\n    if (dialCode) return dialCode\n  }\n\n  return null\n}\n\nfunction stripPhoneExtension(value: string): string {\n  return value\n    .replace(/\\s*(ext\\.?|extension|x)\\s*\\d+$/i, '')\n    .replace(/^\\+\\s+/, '+')\n    .replace(/\\s+/g, ' ')\n    .trim()\n}\n\nfunction normalizeImportedPhone(value: unknown, row: CsvPreviewRow): string | null {\n  const normalized = normalizeOptionalString(value)\n  if (!normalized) return null\n\n  const directValidation = validatePhoneNumber(normalized)\n  if (directValidation.valid) {\n    return directValidation.normalized\n  }\n\n  const sanitized = stripPhoneExtension(normalized)\n  const sanitizedValidation = validatePhoneNumber(sanitized)\n  if (sanitizedValidation.valid) {\n    return sanitizedValidation.normalized\n  }\n\n  const digits = extractPhoneDigits(sanitized)\n  if (!digits) return null\n\n  if (digits.length >= 9 && digits.length <= 15 && sanitized.startsWith('00')) {\n    const internationalCandidate = `+${digits.slice(2)}`\n    const internationalValidation = validatePhoneNumber(internationalCandidate)\n    if (internationalValidation.valid) {\n      return internationalValidation.normalized\n    }\n  }\n\n  const dialCode = resolveCountryDialCode(row)\n  if (!dialCode) return null\n\n  let nationalDigits = digits\n  if (nationalDigits.startsWith(dialCode)) {\n    nationalDigits = nationalDigits.slice(dialCode.length)\n  } else {\n    nationalDigits = nationalDigits.replace(/^0+/, '')\n  }\n\n  if (!nationalDigits) return null\n\n  const localizedCandidate = `+${dialCode}${nationalDigits}`\n  const localizedValidation = validatePhoneNumber(localizedCandidate)\n  return localizedValidation.valid ? localizedValidation.normalized : null\n}\n\nfunction normalizeOptionalNumber(value: unknown): number | null {\n  if (typeof value === 'number') {\n    return Number.isFinite(value) ? value : null\n  }\n  if (typeof value !== 'string') return null\n  const trimmed = value.trim()\n  if (trimmed.length === 0) return null\n  const parsed = Number(trimmed)\n  return Number.isFinite(parsed) ? parsed : null\n}\n\nfunction normalizeCustomFieldDate(value: string): string | null {\n  const parsed = new Date(value)\n  if (Number.isNaN(parsed.getTime())) return null\n  return parsed.toISOString().slice(0, 10)\n}\n\nfunction normalizeCustomFieldBoolean(value: string): boolean | null {\n  const normalized = value.trim().toLowerCase()\n  if (['true', '1', 'yes', 'y', 't', 'tak'].includes(normalized)) return true\n  if (['false', '0', 'no', 'n', 'f', 'nie'].includes(normalized)) return false\n  return null\n}\n\nfunction coerceCustomFieldValue(\n  key: string,\n  value: unknown,\n  definitions: Map<string, ImportCustomFieldDefinition>,\n): { ok: true; value: unknown } | { ok: false; error: string } {\n  if (typeof value === 'string' && value.trim().length === 0) {\n    return { ok: true, value: null }\n  }\n\n  const definition = definitions.get(key)\n  if (!definition) {\n    return { ok: true, value: typeof value === 'string' ? value.trim() : value }\n  }\n\n  if (value === null || value === undefined) {\n    return { ok: true, value: null }\n  }\n\n  const text = typeof value === 'string' ? value.trim() : String(value)\n  if (text.length === 0) {\n    return { ok: true, value: null }\n  }\n\n  const kind = definition.kind.toLowerCase()\n  if (kind === 'boolean') {\n    const booleanValue = normalizeCustomFieldBoolean(text)\n    if (booleanValue === null) {\n      return { ok: false, error: `Custom field \"${key}\" expects a boolean value.` }\n    }\n    return { ok: true, value: booleanValue }\n  }\n\n  if (kind === 'integer') {\n    const numberValue = Number(text)\n    if (!Number.isInteger(numberValue)) {\n      return { ok: false, error: `Custom field \"${key}\" expects an integer value.` }\n    }\n    return { ok: true, value: numberValue }\n  }\n\n  if (kind === 'float' || kind === 'currency' || kind === 'number') {\n    const numberValue = Number(text)\n    if (!Number.isFinite(numberValue)) {\n      return { ok: false, error: `Custom field \"${key}\" expects a number value.` }\n    }\n    return { ok: true, value: numberValue }\n  }\n\n  if (kind === 'date' || kind === 'datetime') {\n    const dateValue = normalizeCustomFieldDate(text)\n    if (!dateValue) {\n      return { ok: false, error: `Custom field \"${key}\" expects a date value.` }\n    }\n    return { ok: true, value: dateValue }\n  }\n\n  return { ok: true, value: text }\n}\n\nfunction coerceCustomFields(\n  values: Record<string, unknown>,\n  definitions: Map<string, ImportCustomFieldDefinition>,\n): { ok: true; values: Record<string, unknown> } | { ok: false; error: string } {\n  const coerced: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(values)) {\n    const result = coerceCustomFieldValue(key, value, definitions)\n    if (!result.ok) return result\n    coerced[key] = result.value\n  }\n  return { ok: true, values: coerced }\n}\n\nfunction customFieldDefinitionScopeScore(definition: ImportCustomFieldDefinition): number {\n  return (definition.tenantId ? 2 : 0) + (definition.organizationId ? 1 : 0)\n}\n\nfunction customFieldDefinitionUpdatedAt(definition: ImportCustomFieldDefinition): number {\n  if (!definition.updatedAt) return 0\n  const value = definition.updatedAt instanceof Date\n    ? definition.updatedAt.getTime()\n    : new Date(definition.updatedAt).getTime()\n  return Number.isFinite(value) ? value : 0\n}\n\nfunction preferCustomFieldDefinition(\n  current: ImportCustomFieldDefinition | undefined,\n  candidate: ImportCustomFieldDefinition,\n): boolean {\n  if (!current) return true\n  const candidateScore = customFieldDefinitionScopeScore(candidate)\n  const currentScore = customFieldDefinitionScopeScore(current)\n  if (candidateScore !== currentScore) return candidateScore > currentScore\n  return customFieldDefinitionUpdatedAt(candidate) >= customFieldDefinitionUpdatedAt(current)\n}\n\nasync function loadImportCustomFieldDefinitions(\n  em: EntityManager,\n  scope: TenantScope,\n): Promise<Map<string, ImportCustomFieldDefinition>> {\n  const definitions = await findWithDecryption(\n    em,\n    CustomFieldDef,\n    {\n      entityId: { $in: [E.customers.customer_entity, E.customers.customer_person_profile] as string[] },\n      deletedAt: null,\n      isActive: true,\n      $and: [\n        { $or: [{ tenantId: scope.tenantId }, { tenantId: null }] },\n        { $or: [{ organizationId: scope.organizationId }, { organizationId: null }] },\n      ],\n    },\n    undefined,\n    scope,\n  )\n\n  const byKey = new Map<string, ImportCustomFieldDefinition>()\n  for (const definition of definitions) {\n    const candidate: ImportCustomFieldDefinition = {\n      key: definition.key,\n      kind: definition.kind,\n      entityId: definition.entityId,\n      organizationId: definition.organizationId ?? null,\n      tenantId: definition.tenantId ?? null,\n      updatedAt: definition.updatedAt ?? null,\n    }\n    if (preferCustomFieldDefinition(byKey.get(candidate.key), candidate)) {\n      byKey.set(candidate.key, candidate)\n    }\n  }\n  return byKey\n}\n\nfunction buildCommandContext(container: Container, scope: TenantScope): CommandRuntimeContext {\n  return {\n    container,\n    auth: null,\n    organizationScope: {\n      selectedId: scope.organizationId,\n      filterIds: [scope.organizationId],\n      allowedIds: [scope.organizationId],\n      tenantId: scope.tenantId,\n    },\n    selectedOrganizationId: scope.organizationId,\n    organizationIds: [scope.organizationId],\n  }\n}\n\nexport function createCursor(uploadId: string, offset: number): string {\n  return JSON.stringify({\n    uploadId,\n    offset,\n  })\n}\n\nexport function parseCursor(value: string | null | undefined): SyncExcelCursor | null {\n  if (!value) return null\n  try {\n    const parsed = JSON.parse(value) as Partial<SyncExcelCursor> | null\n    if (!parsed || typeof parsed !== 'object') return null\n    if (typeof parsed.uploadId !== 'string' || parsed.uploadId.trim().length === 0) return null\n    if (typeof parsed.offset !== 'number' || !Number.isFinite(parsed.offset) || parsed.offset < 0) return null\n    return {\n      uploadId: parsed.uploadId,\n      offset: parsed.offset,\n    }\n  } catch {\n    return null\n  }\n}\n\nfunction mapRowValues(row: CsvPreviewRow, fields: FieldMapping[]): PersonRowValues {\n  const values: PersonFieldValues = {}\n  const customFields: Record<string, unknown> = {}\n  const addressValues: AddressFieldValues = {}\n\n  for (const field of fields) {\n    if (field.mappingKind === 'ignore') continue\n    const rawValue = row[field.externalField]\n    if (rawValue === undefined || rawValue === null) continue\n    if (field.mappingKind === 'custom_field' || field.localField.startsWith('cf:')) {\n      const customFieldKey = field.localField.startsWith('cf:') ? field.localField.slice(3) : field.localField\n      if (customFieldKey.trim().length > 0) {\n        customFields[customFieldKey] = rawValue\n      }\n      continue\n    }\n\n    if (field.localField === 'person.externalId') {\n      values.externalId = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.firstName') {\n      values.firstName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.lastName') {\n      values.lastName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.displayName') {\n      values.displayName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.primaryEmail') {\n      values.primaryEmail = normalizeEmail(rawValue)\n      continue\n    }\n    if (field.localField === 'person.primaryPhone') {\n      values.primaryPhone = normalizeImportedPhone(rawValue, row)\n      continue\n    }\n    if (field.localField === 'person.jobTitle') {\n      values.jobTitle = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.status') {\n      values.status = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.source') {\n      values.source = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.description') {\n      values.description = normalizeOptionalString(rawValue)\n      continue\n    }\n\n    if (field.localField === 'address.name') {\n      addressValues.name = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.purpose') {\n      addressValues.purpose = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.companyName') {\n      addressValues.companyName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.addressLine1') {\n      addressValues.addressLine1 = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.addressLine2') {\n      addressValues.addressLine2 = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.buildingNumber') {\n      addressValues.buildingNumber = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.flatNumber') {\n      addressValues.flatNumber = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.city') {\n      addressValues.city = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.region') {\n      addressValues.region = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.postalCode') {\n      addressValues.postalCode = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.country') {\n      addressValues.country = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.latitude') {\n      addressValues.latitude = normalizeOptionalNumber(rawValue)\n      continue\n    }\n    if (field.localField === 'address.longitude') {\n      addressValues.longitude = normalizeOptionalNumber(rawValue)\n    }\n  }\n\n  return {\n    values,\n    customFields,\n    addressValues,\n  }\n}\n\nfunction derivePersonNames(values: PersonFieldValues): { firstName: string; lastName: string; displayName: string } | null {\n  const firstName = values.firstName ?? null\n  const lastName = values.lastName ?? null\n  const explicitDisplayName = values.displayName ?? null\n\n  if (firstName && lastName) {\n    return {\n      firstName,\n      lastName,\n      displayName: explicitDisplayName ?? `${firstName} ${lastName}`.trim(),\n    }\n  }\n\n  if (explicitDisplayName) {\n    const parts = explicitDisplayName.split(/\\s+/).filter((part) => part.length > 0)\n    if (parts.length >= 2) {\n      return {\n        firstName: firstName ?? parts.slice(0, -1).join(' '),\n        lastName: lastName ?? parts.at(-1) ?? explicitDisplayName,\n        displayName: explicitDisplayName,\n      }\n    }\n    return {\n      firstName: firstName ?? explicitDisplayName,\n      lastName: lastName ?? explicitDisplayName,\n      displayName: explicitDisplayName,\n    }\n  }\n\n  return null\n}\n\nexport function buildPersonPayload(row: CsvPreviewRow, mapping: DataMapping, scope: TenantScope): BuiltPersonPayload {\n  const { values, customFields, addressValues } = mapRowValues(row, mapping.fields)\n  const derivedNames = derivePersonNames(values)\n  const sourceIdentifier = values.externalId ?? values.primaryEmail ?? values.displayName ?? null\n\n  const updateInput: BuiltPersonPayload['updateInput'] = {\n    organizationId: scope.organizationId,\n    tenantId: scope.tenantId,\n  }\n\n  if (values.primaryEmail) updateInput.primaryEmail = values.primaryEmail\n  if (values.primaryPhone) updateInput.primaryPhone = values.primaryPhone\n  if (values.jobTitle) updateInput.jobTitle = values.jobTitle\n  if (values.status) updateInput.status = values.status\n  if (values.source) updateInput.source = values.source\n  if (values.description) updateInput.description = values.description\n  if (derivedNames?.firstName) updateInput.firstName = derivedNames.firstName\n  if (derivedNames?.lastName) updateInput.lastName = derivedNames.lastName\n  if (derivedNames?.displayName) updateInput.displayName = derivedNames.displayName\n\n  if (!derivedNames) {\n    return {\n      values,\n      customFields,\n      addressValues,\n      createInput: null,\n      updateInput,\n      sourceIdentifier,\n    }\n  }\n\n  return {\n    values,\n    customFields,\n    addressValues,\n    createInput: {\n      organizationId: scope.organizationId,\n      tenantId: scope.tenantId,\n      firstName: derivedNames.firstName,\n      lastName: derivedNames.lastName,\n      displayName: derivedNames.displayName,\n      ...(values.primaryEmail ? { primaryEmail: values.primaryEmail } : {}),\n      ...(values.primaryPhone ? { primaryPhone: values.primaryPhone } : {}),\n      ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n      ...(values.status ? { status: values.status } : {}),\n      ...(values.source ? { source: values.source } : {}),\n      ...(values.description ? { description: values.description } : {}),\n    },\n    updateInput,\n    sourceIdentifier,\n  }\n}\n\nfunction hasAddressValues(addressValues: AddressFieldValues): boolean {\n  return Object.values(addressValues).some((value) => value !== null && value !== undefined)\n}\n\nfunction buildAddressCreateInput(addressValues: AddressFieldValues, entityId: string, scope: TenantScope) {\n  if (!addressValues.addressLine1) return null\n\n  return {\n    organizationId: scope.organizationId,\n    tenantId: scope.tenantId,\n    entityId,\n    addressLine1: addressValues.addressLine1,\n    isPrimary: true,\n    ...(addressValues.name ? { name: addressValues.name } : {}),\n    ...(addressValues.purpose ? { purpose: addressValues.purpose } : {}),\n    ...(addressValues.companyName ? { companyName: addressValues.companyName } : {}),\n    ...(addressValues.addressLine2 ? { addressLine2: addressValues.addressLine2 } : {}),\n    ...(addressValues.buildingNumber ? { buildingNumber: addressValues.buildingNumber } : {}),\n    ...(addressValues.flatNumber ? { flatNumber: addressValues.flatNumber } : {}),\n    ...(addressValues.city ? { city: addressValues.city } : {}),\n    ...(addressValues.region ? { region: addressValues.region } : {}),\n    ...(addressValues.postalCode ? { postalCode: addressValues.postalCode } : {}),\n    ...(addressValues.country ? { country: addressValues.country } : {}),\n    ...(addressValues.latitude !== null && addressValues.latitude !== undefined ? { latitude: addressValues.latitude } : {}),\n    ...(addressValues.longitude !== null && addressValues.longitude !== undefined ? { longitude: addressValues.longitude } : {}),\n  }\n}\n\nasync function upsertPrimaryAddress(params: {\n  entityId: string\n  addressValues: AddressFieldValues\n  scope: TenantScope\n  commandBus: CommandBus\n  commandContext: CommandRuntimeContext\n  em: EntityManager\n}): Promise<void> {\n  if (!hasAddressValues(params.addressValues)) return\n  if (!params.addressValues.addressLine1) return\n\n  const [existingPrimaryAddress] = await findWithDecryption(\n    params.em,\n    CustomerAddress,\n    {\n      entity: params.entityId,\n      organizationId: params.scope.organizationId,\n      tenantId: params.scope.tenantId,\n      isPrimary: true,\n    },\n    {\n      orderBy: {\n        createdAt: 'asc',\n      },\n      limit: 1,\n    },\n    params.scope,\n  )\n\n  if (existingPrimaryAddress) {\n    await params.commandBus.execute('customers.addresses.update', {\n      input: {\n        id: existingPrimaryAddress.id,\n        isPrimary: true,\n        ...(params.addressValues.name ? { name: params.addressValues.name } : {}),\n        ...(params.addressValues.purpose ? { purpose: params.addressValues.purpose } : {}),\n        ...(params.addressValues.companyName ? { companyName: params.addressValues.companyName } : {}),\n        ...(params.addressValues.addressLine1 ? { addressLine1: params.addressValues.addressLine1 } : {}),\n        ...(params.addressValues.addressLine2 ? { addressLine2: params.addressValues.addressLine2 } : {}),\n        ...(params.addressValues.buildingNumber ? { buildingNumber: params.addressValues.buildingNumber } : {}),\n        ...(params.addressValues.flatNumber ? { flatNumber: params.addressValues.flatNumber } : {}),\n        ...(params.addressValues.city ? { city: params.addressValues.city } : {}),\n        ...(params.addressValues.region ? { region: params.addressValues.region } : {}),\n        ...(params.addressValues.postalCode ? { postalCode: params.addressValues.postalCode } : {}),\n        ...(params.addressValues.country ? { country: params.addressValues.country } : {}),\n        ...(params.addressValues.latitude !== null && params.addressValues.latitude !== undefined\n          ? { latitude: params.addressValues.latitude }\n          : {}),\n        ...(params.addressValues.longitude !== null && params.addressValues.longitude !== undefined\n          ? { longitude: params.addressValues.longitude }\n          : {}),\n      },\n      ctx: params.commandContext,\n    })\n    return\n  }\n\n  const createInput = buildAddressCreateInput(params.addressValues, params.entityId, params.scope)\n  if (!createInput) return\n\n  await params.commandBus.execute('customers.addresses.create', {\n    input: createInput,\n    ctx: params.commandContext,\n  })\n}\n\nasync function loadStoredMapping(em: EntityManager, entityType: string, scope: TenantScope): Promise<DataMapping> {\n  const stored = await findOneWithDecryption(\n    em,\n    SyncMapping,\n    {\n      integrationId: 'sync_excel',\n      entityType,\n      organizationId: scope.organizationId,\n      tenantId: scope.tenantId,\n    },\n    undefined,\n    scope,\n  )\n\n  if (stored?.mapping && typeof stored.mapping === 'object') {\n    return stored.mapping as unknown as DataMapping\n  }\n\n  return {\n    entityType,\n    fields: [],\n    matchStrategy: 'custom',\n  }\n}\n\nasync function resolveUpload(em: EntityManager, runId: string | undefined, cursor: SyncExcelCursor | null, scope: TenantScope): Promise<SyncExcelUpload | null> {\n  if (runId) {\n    const uploadByRun = await findOneWithDecryption(\n      em,\n      SyncExcelUpload,\n      {\n        syncRunId: runId,\n        organizationId: scope.organizationId,\n        tenantId: scope.tenantId,\n      },\n      undefined,\n      scope,\n    )\n    if (uploadByRun) return uploadByRun\n  }\n\n  if (cursor?.uploadId) {\n    return findOneWithDecryption(\n      em,\n      SyncExcelUpload,\n      {\n        id: cursor.uploadId,\n        organizationId: scope.organizationId,\n        tenantId: scope.tenantId,\n      },\n      undefined,\n      scope,\n    )\n  }\n\n  return null\n}\n\nasync function resolveExistingPersonId(params: {\n  externalIdMappingService: ExternalIdMappingService\n  externalId: string | null | undefined\n  email: string | null | undefined\n  emailDedupeIndex: EmailDedupeIndex\n  scope: TenantScope\n}): Promise<string | null> {\n  if (params.externalId) {\n    const mappedLocalId = await params.externalIdMappingService.lookupLocalId(\n      'sync_excel',\n      'customers.person',\n      params.externalId,\n      params.scope,\n    )\n    if (mappedLocalId) return mappedLocalId\n  }\n\n  if (!params.email) return null\n  return params.emailDedupeIndex.get(params.email) ?? null\n}\n\nasync function buildEmailDedupeIndex(params: {\n  em: EntityManager\n  rows: CsvPreviewRow[]\n  mapping: DataMapping\n  scope: TenantScope\n}): Promise<EmailDedupeIndex> {\n  const emails = new Set<string>()\n  for (const row of params.rows) {\n    const rowValues = mapRowValues(row, params.mapping.fields)\n    const email = rowValues.values.primaryEmail\n    if (email) emails.add(email)\n  }\n\n  if (emails.size === 0) return new Map()\n\n  const candidates = await findWithDecryption(\n    params.em,\n    CustomerEntity,\n    {\n      kind: 'person',\n      organizationId: params.scope.organizationId,\n      tenantId: params.scope.tenantId,\n      deletedAt: null,\n      isActive: true,\n    },\n    {\n      orderBy: {\n        createdAt: 'asc',\n      },\n    },\n    params.scope,\n  )\n\n  const index: EmailDedupeIndex = new Map()\n  for (const candidate of candidates) {\n    const email = normalizeEmail(candidate.primaryEmail)\n    if (!email || !emails.has(email) || index.has(email)) continue\n    index.set(email, candidate.id)\n  }\n  return index\n}\n\nfunction isEmptyRow(row: CsvPreviewRow): boolean {\n  return !Object.values(row).some((value) => normalizeOptionalString(value))\n}\n\nasync function processRow(params: {\n  row: CsvPreviewRow\n  rowNumber: number\n  mapping: DataMapping\n  scope: TenantScope\n  commandBus: CommandBus\n  commandContext: CommandRuntimeContext\n  externalIdMappingService: ExternalIdMappingService\n  emailDedupeIndex: EmailDedupeIndex\n  customFieldDefinitions: Map<string, ImportCustomFieldDefinition>\n  em: EntityManager\n}): Promise<ImportItem> {\n  if (isEmptyRow(params.row)) {\n    return {\n      externalId: `row:${params.rowNumber}`,\n      action: 'skip',\n      data: {\n        rowNumber: params.rowNumber,\n        reason: 'empty_row',\n      },\n    }\n  }\n\n  const payload = buildPersonPayload(params.row, params.mapping, params.scope)\n  const externalId = payload.values.externalId ?? null\n  const sourceIdentifier = payload.sourceIdentifier ?? `row:${params.rowNumber}`\n  const customFieldResult = coerceCustomFields(payload.customFields, params.customFieldDefinitions)\n  if (!customFieldResult.ok) {\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'failed',\n      data: {\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n        errorMessage: customFieldResult.error,\n      },\n    }\n  }\n  const existingId = await resolveExistingPersonId({\n    externalIdMappingService: params.externalIdMappingService,\n    externalId,\n    email: payload.values.primaryEmail,\n    emailDedupeIndex: params.emailDedupeIndex,\n    scope: params.scope,\n  })\n\n  if (!existingId && !payload.createInput) {\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'failed',\n      data: {\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n        errorMessage: 'Import row is missing a usable person name mapping.',\n      },\n    }\n  }\n\n  try {\n    if (existingId) {\n      const updateInput = {\n        id: existingId,\n        ...payload.updateInput,\n        ...(Object.keys(customFieldResult.values).length > 0 ? { customFields: customFieldResult.values } : {}),\n      }\n      await params.commandBus.execute('customers.people.update', {\n        input: updateInput,\n        ctx: params.commandContext,\n      })\n\n      await upsertPrimaryAddress({\n        entityId: existingId,\n        addressValues: payload.addressValues,\n        scope: params.scope,\n        commandBus: params.commandBus,\n        commandContext: params.commandContext,\n        em: params.em,\n      })\n\n      if (externalId) {\n        await params.externalIdMappingService.storeExternalIdMapping(\n          'sync_excel',\n          'customers.person',\n          existingId,\n          externalId,\n          params.scope,\n        )\n      }\n      if (payload.values.primaryEmail && !params.emailDedupeIndex.has(payload.values.primaryEmail)) {\n        params.emailDedupeIndex.set(payload.values.primaryEmail, existingId)\n      }\n\n      return {\n        externalId: externalId ?? sourceIdentifier,\n        action: 'update',\n        data: {\n          localId: existingId,\n          rowNumber: params.rowNumber,\n          sourceIdentifier,\n        },\n      }\n    }\n\n    const commandResult = await params.commandBus.execute<\n      NonNullable<BuiltPersonPayload['createInput']>,\n      { entityId: string; personId: string }\n    >('customers.people.create', {\n      input: {\n        ...payload.createInput!,\n        ...(Object.keys(customFieldResult.values).length > 0 ? { customFields: customFieldResult.values } : {}),\n      },\n      ctx: params.commandContext,\n    })\n\n    await upsertPrimaryAddress({\n      entityId: commandResult.result.entityId,\n      addressValues: payload.addressValues,\n      scope: params.scope,\n      commandBus: params.commandBus,\n      commandContext: params.commandContext,\n      em: params.em,\n    })\n\n    if (externalId) {\n      await params.externalIdMappingService.storeExternalIdMapping(\n        'sync_excel',\n        'customers.person',\n        commandResult.result.entityId,\n        externalId,\n        params.scope,\n      )\n    }\n    if (payload.values.primaryEmail && !params.emailDedupeIndex.has(payload.values.primaryEmail)) {\n      params.emailDedupeIndex.set(payload.values.primaryEmail, commandResult.result.entityId)\n    }\n\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'create',\n      data: {\n        localId: commandResult.result.entityId,\n        personId: commandResult.result.personId,\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n      },\n    }\n  } catch (error) {\n    const errorMessage = error instanceof Error ? error.message : 'Import row failed'\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'failed',\n      data: {\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n        errorMessage,\n      },\n    }\n  }\n}\n\nexport const syncExcelCustomersAdapter: DataSyncAdapter = {\n  providerKey: 'excel',\n  operationalTelemetry: true,\n  direction: 'import',\n  supportedEntities: ['customers.person'],\n\n  async getMapping(input): Promise<DataMapping> {\n    const container = await createRequestContainer()\n    const em = container.resolve('em') as EntityManager\n    return loadStoredMapping(em, input.entityType, input.scope)\n  },\n\n  async *streamImport(input): AsyncIterable<ImportBatch> {\n    if (input.entityType !== 'customers.person') {\n      throw new Error(`Unsupported sync_excel entity type: ${input.entityType}`)\n    }\n\n    const container = await createRequestContainer()\n    const em = container.resolve('em') as EntityManager\n    const commandBus = container.resolve('commandBus') as CommandBus\n    const externalIdMappingService = container.resolve('externalIdMappingService') as ExternalIdMappingService\n    const cursor = parseCursor(input.cursor)\n    const upload = await resolveUpload(em, input.runId, cursor, input.scope)\n\n    if (!upload) {\n      throw new Error('CSV upload session was not found for this sync run.')\n    }\n\n    if (input.runId) {\n      upload.syncRunId = input.runId\n    }\n    upload.status = 'importing'\n    await em.flush()\n\n    try {\n      const attachment = await findOneWithDecryption(\n        em,\n        Attachment,\n        {\n          id: upload.attachmentId,\n          organizationId: input.scope.organizationId,\n          tenantId: input.scope.tenantId,\n        },\n        undefined,\n        input.scope,\n      )\n\n      if (!attachment) {\n        throw new Error('CSV upload attachment could not be found.')\n      }\n\n      const fileBuffer = await readSyncExcelUploadBuffer(attachment)\n      const document = parseCsvDocument(fileBuffer)\n      const startOffset = cursor?.uploadId === upload.id ? cursor.offset : 0\n      const commandContext = buildCommandContext(container, input.scope)\n      const customFieldDefinitions = await loadImportCustomFieldDefinitions(em, input.scope)\n\n      for (let offset = startOffset, batchIndex = 0; offset < document.rows.length; offset += input.batchSize, batchIndex += 1) {\n        const batchRows = document.rows.slice(offset, offset + input.batchSize)\n        const emailDedupeIndex = await buildEmailDedupeIndex({\n          em,\n          rows: batchRows,\n          mapping: input.mapping,\n          scope: input.scope,\n        })\n        const items: ImportItem[] = []\n\n        for (let index = 0; index < batchRows.length; index += 1) {\n          items.push(await processRow({\n            row: batchRows[index],\n            rowNumber: offset + index + 1,\n            mapping: input.mapping,\n            scope: input.scope,\n            commandBus,\n            commandContext,\n            externalIdMappingService,\n            emailDedupeIndex,\n            customFieldDefinitions,\n            em,\n          }))\n        }\n\n        const nextOffset = offset + batchRows.length\n        yield {\n          items,\n          cursor: createCursor(upload.id, nextOffset),\n          hasMore: nextOffset < document.rows.length,\n          totalEstimate: document.totalRows,\n          processedCount: batchRows.length,\n          refreshCoverageEntityTypes: CUSTOMER_IMPORT_COVERAGE_ENTITY_TYPES,\n          batchIndex,\n          message: `Processed ${nextOffset} of ${document.totalRows} CSV rows`,\n        }\n      }\n\n      upload.status = 'completed'\n      await em.flush()\n    } catch (error) {\n      upload.status = 'failed'\n      await em.flush()\n      throw error\n    }\n  },\n}\n"],
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+  "sourcesContent": ["import type { EntityManager } from '@mikro-orm/postgresql'\nimport type { CommandBus, CommandRuntimeContext } from '@open-mercato/shared/lib/commands'\nimport { createRequestContainer } from '@open-mercato/shared/lib/di/container'\nimport { findOneWithDecryption, findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { extractPhoneDigits, validatePhoneNumber } from '@open-mercato/shared/lib/phone'\nimport type {\n  DataMapping,\n  DataSyncAdapter,\n  FieldMapping,\n  ImportBatch,\n  ImportItem,\n  TenantScope,\n} from '../../../data_sync/lib/adapter'\nimport type { ExternalIdMappingService } from '../../../data_sync/lib/id-mapping'\nimport { SyncMapping } from '../../../data_sync/data/entities'\nimport { CustomerAddress, CustomerEntity } from '../../../customers/data/entities'\nimport { Attachment } from '../../../attachments/data/entities'\nimport { CustomFieldDef } from '../../../entities/data/entities'\nimport { SyncExcelUpload } from '../../data/entities'\nimport { parseCsvDocument, type CsvPreviewRow } from '../parser'\nimport { readSyncExcelUploadBuffer } from '../upload-storage'\nimport { E } from '#generated/entities.ids.generated'\n\ntype SyncExcelCursor = {\n  uploadId: string\n  offset: number\n}\n\ntype Container = Awaited<ReturnType<typeof createRequestContainer>>\n\nconst CUSTOMER_IMPORT_COVERAGE_ENTITY_TYPES = [\n  E.customers.customer_entity,\n  E.customers.customer_person_profile,\n  E.customers.customer_address,\n]\n\ntype PersonFieldValues = {\n  externalId?: string | null\n  firstName?: string | null\n  lastName?: string | null\n  displayName?: string | null\n  primaryEmail?: string | null\n  primaryPhone?: string | null\n  jobTitle?: string | null\n  status?: string | null\n  source?: string | null\n  description?: string | null\n}\n\ntype AddressFieldValues = {\n  name?: string | null\n  purpose?: string | null\n  companyName?: string | null\n  addressLine1?: string | null\n  addressLine2?: string | null\n  buildingNumber?: string | null\n  flatNumber?: string | null\n  city?: string | null\n  region?: string | null\n  postalCode?: string | null\n  country?: string | null\n  latitude?: number | null\n  longitude?: number | null\n}\n\ntype PersonRowValues = {\n  values: PersonFieldValues\n  customFields: Record<string, unknown>\n  addressValues: AddressFieldValues\n}\n\ntype ImportCustomFieldDefinition = {\n  key: string\n  kind: string\n  entityId: string\n  organizationId?: string | null\n  tenantId?: string | null\n  updatedAt?: Date | string | null\n}\n\ntype EmailDedupeIndex = Map<string, string>\n\ntype BuiltPersonPayload = {\n  values: PersonFieldValues\n  customFields: Record<string, unknown>\n  addressValues: AddressFieldValues\n  createInput: {\n    organizationId: string\n    tenantId: string\n    firstName: string\n    lastName: string\n    displayName: string\n    primaryEmail?: string\n    primaryPhone?: string\n    jobTitle?: string\n    status?: string\n    source?: string\n    description?: string\n    customFields?: Record<string, unknown>\n  } | null\n  updateInput: {\n    organizationId: string\n    tenantId: string\n    primaryEmail?: string\n    primaryPhone?: string\n    jobTitle?: string\n    status?: string\n    source?: string\n    description?: string\n    firstName?: string\n    lastName?: string\n    displayName?: string\n    customFields?: Record<string, unknown>\n  }\n  sourceIdentifier: string | null\n}\n\nfunction normalizeOptionalString(value: unknown): string | null {\n  if (typeof value !== 'string') return null\n  const trimmed = value.trim()\n  return trimmed.length > 0 ? 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field.localField.slice(3) : field.localField\n      if (customFieldKey.trim().length > 0) {\n        customFields[customFieldKey] = rawValue\n      }\n      continue\n    }\n\n    if (field.localField === 'person.externalId') {\n      values.externalId = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.firstName') {\n      values.firstName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.lastName') {\n      values.lastName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.displayName') {\n      values.displayName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.primaryEmail') {\n      values.primaryEmail = normalizeEmail(rawValue)\n      continue\n    }\n    if (field.localField === 'person.primaryPhone') {\n      values.primaryPhone = normalizeImportedPhone(rawValue, row)\n      continue\n    }\n    if (field.localField === 'person.jobTitle') {\n      values.jobTitle = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.status') {\n      values.status = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.source') {\n      values.source = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'person.description') {\n      values.description = normalizeOptionalString(rawValue)\n      continue\n    }\n\n    if (field.localField === 'address.name') {\n      addressValues.name = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.purpose') {\n      addressValues.purpose = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.companyName') {\n      addressValues.companyName = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.addressLine1') {\n      addressValues.addressLine1 = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.addressLine2') {\n      addressValues.addressLine2 = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.buildingNumber') {\n      addressValues.buildingNumber = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.flatNumber') {\n      addressValues.flatNumber = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.city') {\n      addressValues.city = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.region') {\n      addressValues.region = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.postalCode') {\n      addressValues.postalCode = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.country') {\n      addressValues.country = normalizeOptionalString(rawValue)\n      continue\n    }\n    if (field.localField === 'address.latitude') {\n      addressValues.latitude = normalizeOptionalNumber(rawValue)\n      continue\n    }\n    if (field.localField === 'address.longitude') {\n      addressValues.longitude = normalizeOptionalNumber(rawValue)\n    }\n  }\n\n  return {\n    values,\n    customFields,\n    addressValues,\n  }\n}\n\nfunction derivePersonNames(values: PersonFieldValues): { firstName: string; lastName: string; displayName: string } | null {\n  const firstName = values.firstName ?? null\n  const lastName = values.lastName ?? null\n  const explicitDisplayName = values.displayName ?? null\n\n  if (firstName && lastName) {\n    return {\n      firstName,\n      lastName,\n      displayName: explicitDisplayName ?? `${firstName} ${lastName}`.trim(),\n    }\n  }\n\n  if (explicitDisplayName) {\n    const parts = explicitDisplayName.split(/\\s+/).filter((part) => part.length > 0)\n    if (parts.length >= 2) {\n      return {\n        firstName: firstName ?? parts.slice(0, -1).join(' '),\n        lastName: lastName ?? parts.at(-1) ?? explicitDisplayName,\n        displayName: explicitDisplayName,\n      }\n    }\n    return {\n      firstName: firstName ?? explicitDisplayName,\n      lastName: lastName ?? explicitDisplayName,\n      displayName: explicitDisplayName,\n    }\n  }\n\n  return null\n}\n\nexport function buildPersonPayload(row: CsvPreviewRow, mapping: DataMapping, scope: TenantScope): BuiltPersonPayload {\n  const { values, customFields, addressValues } = mapRowValues(row, mapping.fields)\n  const derivedNames = derivePersonNames(values)\n  const sourceIdentifier = values.externalId ?? values.primaryEmail ?? values.displayName ?? null\n\n  const updateInput: BuiltPersonPayload['updateInput'] = {\n    organizationId: scope.organizationId,\n    tenantId: scope.tenantId,\n  }\n\n  if (values.primaryEmail) updateInput.primaryEmail = values.primaryEmail\n  if (values.primaryPhone) updateInput.primaryPhone = values.primaryPhone\n  if (values.jobTitle) updateInput.jobTitle = values.jobTitle\n  if (values.status) updateInput.status = values.status\n  if (values.source) updateInput.source = values.source\n  if (values.description) updateInput.description = values.description\n  if (derivedNames?.firstName) updateInput.firstName = derivedNames.firstName\n  if (derivedNames?.lastName) updateInput.lastName = derivedNames.lastName\n  if (derivedNames?.displayName) updateInput.displayName = derivedNames.displayName\n\n  if (!derivedNames) {\n    return {\n      values,\n      customFields,\n      addressValues,\n      createInput: null,\n      updateInput,\n      sourceIdentifier,\n    }\n  }\n\n  return {\n    values,\n    customFields,\n    addressValues,\n    createInput: {\n      organizationId: scope.organizationId,\n      tenantId: scope.tenantId,\n      firstName: derivedNames.firstName,\n      lastName: derivedNames.lastName,\n      displayName: derivedNames.displayName,\n      ...(values.primaryEmail ? { primaryEmail: values.primaryEmail } : {}),\n      ...(values.primaryPhone ? { primaryPhone: values.primaryPhone } : {}),\n      ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n      ...(values.status ? { status: values.status } : {}),\n      ...(values.source ? { source: values.source } : {}),\n      ...(values.description ? { description: values.description } : {}),\n    },\n    updateInput,\n    sourceIdentifier,\n  }\n}\n\nfunction hasAddressValues(addressValues: AddressFieldValues): boolean {\n  return Object.values(addressValues).some((value) => value !== null && value !== undefined)\n}\n\nfunction buildAddressCreateInput(addressValues: AddressFieldValues, entityId: string, scope: TenantScope) {\n  if (!addressValues.addressLine1) return null\n\n  return {\n    organizationId: scope.organizationId,\n    tenantId: scope.tenantId,\n    entityId,\n    addressLine1: addressValues.addressLine1,\n    isPrimary: true,\n    ...(addressValues.name ? { name: addressValues.name } : {}),\n    ...(addressValues.purpose ? { purpose: addressValues.purpose } : {}),\n    ...(addressValues.companyName ? { companyName: addressValues.companyName } : {}),\n    ...(addressValues.addressLine2 ? { addressLine2: addressValues.addressLine2 } : {}),\n    ...(addressValues.buildingNumber ? { buildingNumber: addressValues.buildingNumber } : {}),\n    ...(addressValues.flatNumber ? { flatNumber: addressValues.flatNumber } : {}),\n    ...(addressValues.city ? { city: addressValues.city } : {}),\n    ...(addressValues.region ? { region: addressValues.region } : {}),\n    ...(addressValues.postalCode ? { postalCode: addressValues.postalCode } : {}),\n    ...(addressValues.country ? { country: addressValues.country } : {}),\n    ...(addressValues.latitude !== null && addressValues.latitude !== undefined ? { latitude: addressValues.latitude } : {}),\n    ...(addressValues.longitude !== null && addressValues.longitude !== undefined ? { longitude: addressValues.longitude } : {}),\n  }\n}\n\nasync function upsertPrimaryAddress(params: {\n  entityId: string\n  addressValues: AddressFieldValues\n  scope: TenantScope\n  commandBus: CommandBus\n  commandContext: CommandRuntimeContext\n  em: EntityManager\n}): Promise<void> {\n  if (!hasAddressValues(params.addressValues)) return\n  if (!params.addressValues.addressLine1) return\n\n  const [existingPrimaryAddress] = await findWithDecryption(\n    params.em,\n    CustomerAddress,\n    {\n      entity: params.entityId,\n      organizationId: params.scope.organizationId,\n      tenantId: params.scope.tenantId,\n      isPrimary: true,\n    },\n    {\n      orderBy: {\n        createdAt: 'asc',\n      },\n      limit: 1,\n    },\n    params.scope,\n  )\n\n  if (existingPrimaryAddress) {\n    await params.commandBus.execute('customers.addresses.update', {\n      input: {\n        id: existingPrimaryAddress.id,\n        isPrimary: true,\n        ...(params.addressValues.name ? { name: params.addressValues.name } : {}),\n        ...(params.addressValues.purpose ? { purpose: params.addressValues.purpose } : {}),\n        ...(params.addressValues.companyName ? { companyName: params.addressValues.companyName } : {}),\n        ...(params.addressValues.addressLine1 ? { addressLine1: params.addressValues.addressLine1 } : {}),\n        ...(params.addressValues.addressLine2 ? { addressLine2: params.addressValues.addressLine2 } : {}),\n        ...(params.addressValues.buildingNumber ? { buildingNumber: params.addressValues.buildingNumber } : {}),\n        ...(params.addressValues.flatNumber ? { flatNumber: params.addressValues.flatNumber } : {}),\n        ...(params.addressValues.city ? { city: params.addressValues.city } : {}),\n        ...(params.addressValues.region ? { region: params.addressValues.region } : {}),\n        ...(params.addressValues.postalCode ? { postalCode: params.addressValues.postalCode } : {}),\n        ...(params.addressValues.country ? { country: params.addressValues.country } : {}),\n        ...(params.addressValues.latitude !== null && params.addressValues.latitude !== undefined\n          ? { latitude: params.addressValues.latitude }\n          : {}),\n        ...(params.addressValues.longitude !== null && params.addressValues.longitude !== undefined\n          ? { longitude: params.addressValues.longitude }\n          : {}),\n      },\n      ctx: params.commandContext,\n    })\n    return\n  }\n\n  const createInput = buildAddressCreateInput(params.addressValues, params.entityId, params.scope)\n  if (!createInput) return\n\n  await params.commandBus.execute('customers.addresses.create', {\n    input: createInput,\n    ctx: params.commandContext,\n  })\n}\n\nasync function loadStoredMapping(em: EntityManager, entityType: string, scope: TenantScope): Promise<DataMapping> {\n  const stored = await findOneWithDecryption(\n    em,\n    SyncMapping,\n    {\n      integrationId: 'sync_excel',\n      entityType,\n      organizationId: scope.organizationId,\n      tenantId: scope.tenantId,\n    },\n    undefined,\n    scope,\n  )\n\n  if (stored?.mapping && typeof stored.mapping === 'object') {\n    return stored.mapping as unknown as DataMapping\n  }\n\n  return {\n    entityType,\n    fields: [],\n    matchStrategy: 'custom',\n  }\n}\n\nasync function resolveUpload(em: EntityManager, runId: string | undefined, cursor: SyncExcelCursor | null, scope: TenantScope): Promise<SyncExcelUpload | null> {\n  if (runId) {\n    const uploadByRun = await findOneWithDecryption(\n      em,\n      SyncExcelUpload,\n      {\n        syncRunId: runId,\n        organizationId: scope.organizationId,\n        tenantId: scope.tenantId,\n      },\n      undefined,\n      scope,\n    )\n    if (uploadByRun) return uploadByRun\n  }\n\n  if (cursor?.uploadId) {\n    return findOneWithDecryption(\n      em,\n      SyncExcelUpload,\n      {\n        id: cursor.uploadId,\n        organizationId: scope.organizationId,\n        tenantId: scope.tenantId,\n      },\n      undefined,\n      scope,\n    )\n  }\n\n  return null\n}\n\nasync function resolveExistingPersonId(params: {\n  externalIdMappingService: ExternalIdMappingService\n  externalId: string | null | undefined\n  email: string | null | undefined\n  emailDedupeIndex: EmailDedupeIndex\n  scope: TenantScope\n}): Promise<string | null> {\n  if (params.externalId) {\n    const mappedLocalId = await params.externalIdMappingService.lookupLocalId(\n      'sync_excel',\n      'customers.person',\n      params.externalId,\n      params.scope,\n    )\n    if (mappedLocalId) return mappedLocalId\n  }\n\n  if (!params.email) return null\n  return params.emailDedupeIndex.get(params.email) ?? null\n}\n\nasync function buildEmailDedupeIndex(params: {\n  em: EntityManager\n  rows: CsvPreviewRow[]\n  mapping: DataMapping\n  scope: TenantScope\n}): Promise<EmailDedupeIndex> {\n  const emails = new Set<string>()\n  for (const row of params.rows) {\n    const rowValues = mapRowValues(row, params.mapping.fields)\n    const email = rowValues.values.primaryEmail\n    if (email) emails.add(email)\n  }\n\n  if (emails.size === 0) return new Map()\n\n  const candidates = await findWithDecryption(\n    params.em,\n    CustomerEntity,\n    {\n      kind: 'person',\n      organizationId: params.scope.organizationId,\n      tenantId: params.scope.tenantId,\n      deletedAt: null,\n      isActive: true,\n    },\n    {\n      orderBy: {\n        createdAt: 'asc',\n      },\n    },\n    params.scope,\n  )\n\n  const index: EmailDedupeIndex = new Map()\n  for (const candidate of candidates) {\n    const email = normalizeEmail(candidate.primaryEmail)\n    if (!email || !emails.has(email) || index.has(email)) continue\n    index.set(email, candidate.id)\n  }\n  return index\n}\n\nfunction isEmptyRow(row: CsvPreviewRow): boolean {\n  return !Object.values(row).some((value) => normalizeOptionalString(value))\n}\n\nasync function processRow(params: {\n  row: CsvPreviewRow\n  rowNumber: number\n  mapping: DataMapping\n  scope: TenantScope\n  commandBus: CommandBus\n  commandContext: CommandRuntimeContext\n  externalIdMappingService: ExternalIdMappingService\n  emailDedupeIndex: EmailDedupeIndex\n  customFieldDefinitions: Map<string, ImportCustomFieldDefinition>\n  em: EntityManager\n}): Promise<ImportItem> {\n  if (isEmptyRow(params.row)) {\n    return {\n      externalId: `row:${params.rowNumber}`,\n      action: 'skip',\n      data: {\n        rowNumber: params.rowNumber,\n        reason: 'empty_row',\n      },\n    }\n  }\n\n  const payload = buildPersonPayload(params.row, params.mapping, params.scope)\n  const externalId = payload.values.externalId ?? null\n  const sourceIdentifier = payload.sourceIdentifier ?? `row:${params.rowNumber}`\n  const customFieldResult = coerceCustomFields(payload.customFields, params.customFieldDefinitions)\n  if (!customFieldResult.ok) {\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'failed',\n      data: {\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n        errorMessage: customFieldResult.error,\n      },\n    }\n  }\n  const existingId = await resolveExistingPersonId({\n    externalIdMappingService: params.externalIdMappingService,\n    externalId,\n    email: payload.values.primaryEmail,\n    emailDedupeIndex: params.emailDedupeIndex,\n    scope: params.scope,\n  })\n\n  if (!existingId && !payload.createInput) {\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'failed',\n      data: {\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n        errorMessage: 'Import row is missing a usable person name mapping.',\n      },\n    }\n  }\n\n  try {\n    if (existingId) {\n      const updateInput = {\n        id: existingId,\n        ...payload.updateInput,\n        ...(Object.keys(customFieldResult.values).length > 0 ? { customFields: customFieldResult.values } : {}),\n      }\n      await params.commandBus.execute('customers.people.update', {\n        input: updateInput,\n        ctx: params.commandContext,\n      })\n\n      await upsertPrimaryAddress({\n        entityId: existingId,\n        addressValues: payload.addressValues,\n        scope: params.scope,\n        commandBus: params.commandBus,\n        commandContext: params.commandContext,\n        em: params.em,\n      })\n\n      if (externalId) {\n        await params.externalIdMappingService.storeExternalIdMapping(\n          'sync_excel',\n          'customers.person',\n          existingId,\n          externalId,\n          params.scope,\n        )\n      }\n      if (payload.values.primaryEmail && !params.emailDedupeIndex.has(payload.values.primaryEmail)) {\n        params.emailDedupeIndex.set(payload.values.primaryEmail, existingId)\n      }\n\n      return {\n        externalId: externalId ?? sourceIdentifier,\n        action: 'update',\n        data: {\n          localId: existingId,\n          rowNumber: params.rowNumber,\n          sourceIdentifier,\n        },\n      }\n    }\n\n    const commandResult = await params.commandBus.execute<\n      NonNullable<BuiltPersonPayload['createInput']>,\n      { entityId: string; personId: string }\n    >('customers.people.create', {\n      input: {\n        ...payload.createInput!,\n        ...(Object.keys(customFieldResult.values).length > 0 ? { customFields: customFieldResult.values } : {}),\n      },\n      ctx: params.commandContext,\n    })\n\n    await upsertPrimaryAddress({\n      entityId: commandResult.result.entityId,\n      addressValues: payload.addressValues,\n      scope: params.scope,\n      commandBus: params.commandBus,\n      commandContext: params.commandContext,\n      em: params.em,\n    })\n\n    if (externalId) {\n      await params.externalIdMappingService.storeExternalIdMapping(\n        'sync_excel',\n        'customers.person',\n        commandResult.result.entityId,\n        externalId,\n        params.scope,\n      )\n    }\n    if (payload.values.primaryEmail && !params.emailDedupeIndex.has(payload.values.primaryEmail)) {\n      params.emailDedupeIndex.set(payload.values.primaryEmail, commandResult.result.entityId)\n    }\n\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'create',\n      data: {\n        localId: commandResult.result.entityId,\n        personId: commandResult.result.personId,\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n      },\n    }\n  } catch (error) {\n    const errorMessage = error instanceof Error ? error.message : 'Import row failed'\n    return {\n      externalId: externalId ?? sourceIdentifier,\n      action: 'failed',\n      data: {\n        rowNumber: params.rowNumber,\n        sourceIdentifier,\n        errorMessage,\n      },\n    }\n  }\n}\n\nexport const syncExcelCustomersAdapter: DataSyncAdapter = {\n  providerKey: 'excel',\n  runMode: 'provider',\n  operationalTelemetry: true,\n  direction: 'import',\n  supportedEntities: ['customers.person'],\n\n  async getMapping(input): Promise<DataMapping> {\n    const container = await createRequestContainer()\n    const em = container.resolve('em') as EntityManager\n    return loadStoredMapping(em, input.entityType, input.scope)\n  },\n\n  async *streamImport(input): AsyncIterable<ImportBatch> {\n    if (input.entityType !== 'customers.person') {\n      throw new Error(`Unsupported sync_excel entity type: ${input.entityType}`)\n    }\n\n    const container = await createRequestContainer()\n    const em = container.resolve('em') as EntityManager\n    const commandBus = container.resolve('commandBus') as CommandBus\n    const externalIdMappingService = container.resolve('externalIdMappingService') as ExternalIdMappingService\n    const cursor = parseCursor(input.cursor)\n    const upload = await resolveUpload(em, input.runId, cursor, input.scope)\n\n    if (!upload) {\n      throw new Error('CSV upload session was not found for this sync run.')\n    }\n\n    if (input.runId) {\n      upload.syncRunId = input.runId\n    }\n    upload.status = 'importing'\n    await em.flush()\n\n    try {\n      const attachment = await findOneWithDecryption(\n        em,\n        Attachment,\n        {\n          id: upload.attachmentId,\n          organizationId: input.scope.organizationId,\n          tenantId: input.scope.tenantId,\n        },\n        undefined,\n        input.scope,\n      )\n\n      if (!attachment) {\n        throw new Error('CSV upload attachment could not be found.')\n      }\n\n      const fileBuffer = await readSyncExcelUploadBuffer(attachment)\n      const document = parseCsvDocument(fileBuffer)\n      const startOffset = cursor?.uploadId === upload.id ? cursor.offset : 0\n      const commandContext = buildCommandContext(container, input.scope)\n      const customFieldDefinitions = await loadImportCustomFieldDefinitions(em, input.scope)\n\n      for (let offset = startOffset, batchIndex = 0; offset < document.rows.length; offset += input.batchSize, batchIndex += 1) {\n        const batchRows = document.rows.slice(offset, offset + input.batchSize)\n        const emailDedupeIndex = await buildEmailDedupeIndex({\n          em,\n          rows: batchRows,\n          mapping: input.mapping,\n          scope: input.scope,\n        })\n        const items: ImportItem[] = []\n\n        for (let index = 0; index < batchRows.length; index += 1) {\n          items.push(await processRow({\n            row: batchRows[index],\n            rowNumber: offset + index + 1,\n            mapping: input.mapping,\n            scope: input.scope,\n            commandBus,\n            commandContext,\n            externalIdMappingService,\n            emailDedupeIndex,\n            customFieldDefinitions,\n            em,\n          }))\n        }\n\n        const nextOffset = offset + batchRows.length\n        yield {\n          items,\n          cursor: createCursor(upload.id, nextOffset),\n          hasMore: nextOffset < document.rows.length,\n          totalEstimate: document.totalRows,\n          processedCount: batchRows.length,\n          refreshCoverageEntityTypes: CUSTOMER_IMPORT_COVERAGE_ENTITY_TYPES,\n          batchIndex,\n          message: `Processed ${nextOffset} of ${document.totalRows} CSV rows`,\n        }\n      }\n\n      upload.status = 'completed'\n      await em.flush()\n    } catch (error) {\n      upload.status = 'failed'\n      await em.flush()\n      throw error\n    }\n  },\n}\n"],
+  "mappings": 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   "names": []
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.6.3-develop.3484.1.1427e58147",
+  "version": "0.6.3-develop.3498.1.3956a84bc9",
   "type": "module",
   "main": "./dist/index.js",
   "scripts": {
@@ -242,16 +242,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.6.3-develop.3484.1.1427e58147",
-    "@open-mercato/shared": "0.6.3-develop.3484.1.1427e58147",
-    "@open-mercato/ui": "0.6.3-develop.3484.1.1427e58147",
+    "@open-mercato/ai-assistant": "0.6.3-develop.3498.1.3956a84bc9",
+    "@open-mercato/shared": "0.6.3-develop.3498.1.3956a84bc9",
+    "@open-mercato/ui": "0.6.3-develop.3498.1.3956a84bc9",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.6.3-develop.3484.1.1427e58147",
-    "@open-mercato/shared": "0.6.3-develop.3484.1.1427e58147",
-    "@open-mercato/ui": "0.6.3-develop.3484.1.1427e58147",
+    "@open-mercato/ai-assistant": "0.6.3-develop.3498.1.3956a84bc9",
+    "@open-mercato/shared": "0.6.3-develop.3498.1.3956a84bc9",
+    "@open-mercato/ui": "0.6.3-develop.3498.1.3956a84bc9",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.1",

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

@@ -373,8 +373,12 @@ const DEAL_ANALYZER_PROMPT_SECTIONS: DealAnalyzerPromptSection[] = [
       '2. customers.update_deal_stage — propose a stage move for a stalled high-value deal.',
       '   The runtime intercepts this via the pending-action gate; do NOT claim the change',
       '   is saved until the mutation-result-card arrives.',
+      '   When moving to a named pipeline stage, first call customers.list_pipeline_stages',
+      '   and pass the matching UUID as toPipelineStageId. Only use toStage for top-level',
+      '   status slugs such as open, won, or lost.',
       'Secondary read tools (use when you need more detail):',
       '- customers.list_deals, customers.get_deal, customers.list_activities',
+      '- customers.list_pipeline_stages',
       '- search.hybrid_search, meta.describe_agent',
     ].join('\n'),
   },
@@ -415,7 +419,10 @@ const DEAL_ANALYZER_PROMPT_SECTIONS: DealAnalyzerPromptSection[] = [
       'Lead with a one-paragraph summary of the deal portfolio health, then emit one',
       'deal card per at-risk deal (sorted by health score ascending). After the cards,',
       'propose exactly one stage move for the highest-value stalled deal and call',
-      'customers.update_deal_stage. Then finish with a short conclusion naming the',
+      'customers.update_deal_stage. If the recommended stage is a pipeline stage label',
+      'rather than a status slug, resolve it with customers.list_pipeline_stages first;',
+      'do not ask the operator to paste a stage id unless no matching stage exists.',
+      'Then finish with a short conclusion naming the',
       'highest-value stalled deal, the recommended move, and the approval status.',
     ].join('\n'),
   },
@@ -431,6 +438,7 @@ function compileDealAnalyzerPrompt(): string {
 const DEAL_ANALYZER_ALLOWED_TOOLS: readonly string[] = [
   'customers.analyze_deals',
   'customers.update_deal_stage',
+  'customers.list_pipeline_stages',
   'customers.list_deals',
   'customers.get_deal',
   'customers.list_activities',
@@ -447,6 +455,7 @@ function buildDealAnalyzerPrepareStep() {
           'customers.list_deals',
           'customers.get_deal',
           'customers.list_activities',
+          'customers.list_pipeline_stages',
           'search.hybrid_search',
           'meta.describe_agent',
           'meta.update_task_plan',

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

@@ -26,6 +26,10 @@ function buildScope(ctx: CustomersToolContext, tenantId: string) {
 
 const getSettingsInput = z.object({}).passthrough()
 
+const listPipelineStagesInput = z.object({
+  pipelineId: z.string().uuid().optional().describe('Optional pipeline id to restrict returned stages.'),
+}).passthrough()
+
 const getSettingsTool: CustomersAiToolDefinition = {
   name: 'customers.get_settings',
   displayName: 'Get customers module settings',
@@ -116,6 +120,63 @@ const getSettingsTool: CustomersAiToolDefinition = {
   },
 }
 
-export const settingsAiTools: CustomersAiToolDefinition[] = [getSettingsTool]
+const listPipelineStagesTool: CustomersAiToolDefinition = {
+  name: 'customers.list_pipeline_stages',
+  displayName: 'List customer pipeline stages',
+  description:
+    'Return customer deal pipelines and their pipeline stages, including stage ids. Use this before moving a deal to a named pipeline stage.',
+  inputSchema: listPipelineStagesInput,
+  requiredFeatures: ['customers.pipelines.view'],
+  tags: ['read', 'customers', 'pipelines'],
+  isMutation: false,
+  handler: async (rawInput, ctx) => {
+    const { tenantId } = assertTenantScope(ctx)
+    const input = listPipelineStagesInput.parse(rawInput)
+    const em = resolveEm(ctx)
+    const where: Record<string, unknown> = { tenantId }
+    if (ctx.organizationId) where.organizationId = ctx.organizationId
+    const stageWhere: Record<string, unknown> = { ...where }
+    if (input.pipelineId) stageWhere.pipelineId = input.pipelineId
+    const [pipelines, stages] = await Promise.all([
+      findWithDecryption<CustomerPipeline>(
+        em,
+        CustomerPipeline,
+        where as any,
+        { orderBy: { createdAt: 'asc' } as any } as any,
+        buildScope(ctx, tenantId),
+      ),
+      findWithDecryption<CustomerPipelineStage>(
+        em,
+        CustomerPipelineStage,
+        stageWhere as any,
+        { orderBy: { pipelineId: 'asc', order: 'asc' } as any } as any,
+        buildScope(ctx, tenantId),
+      ),
+    ])
+    return {
+      pipelines: pipelines
+        .filter((row) => row.tenantId === tenantId)
+        .map((row) => ({
+          id: row.id,
+          name: row.name,
+          isDefault: !!row.isDefault,
+          organizationId: row.organizationId ?? null,
+          tenantId: row.tenantId ?? null,
+        })),
+      pipelineStages: stages
+        .filter((row) => row.tenantId === tenantId)
+        .map((row) => ({
+          id: row.id,
+          pipelineId: row.pipelineId,
+          label: row.label,
+          order: row.order,
+          organizationId: row.organizationId ?? null,
+          tenantId: row.tenantId ?? null,
+        })),
+    }
+  },
+}
+
+export const settingsAiTools: CustomersAiToolDefinition[] = [getSettingsTool, listPipelineStagesTool]
 
 export default settingsAiTools

package/src/modules/data_sync/api/options.ts

@@ -44,6 +44,8 @@ export async function GET(req: Request) {
           description: integration.description ?? null,
           providerKey: integration.providerKey ?? null,
           direction: adapter.direction,
+          runMode: adapter.runMode ?? 'generic',
+          canStartRun: adapter.runMode !== 'provider',
           supportedEntities: adapter.supportedEntities,
           hasCredentials: Boolean(credentials),
           isEnabled: state.isEnabled,

package/src/modules/data_sync/api/run.ts

@@ -50,6 +50,15 @@ export async function POST(req: Request) {
   if (!adapter) {
     return NextResponse.json({ error: 'No registered sync adapter for provider' }, { status: 404 })
   }
+  if (adapter.runMode === 'provider') {
+    return NextResponse.json(
+      {
+        error: 'This integration must be started from its provider-specific import flow.',
+        settingsPath: `/backend/integrations/${encodeURIComponent(parsed.data.integrationId)}`,
+      },
+      { status: 422 },
+    )
+  }
 
   if (!adapter.supportedEntities.includes(parsed.data.entityType)) {
     return NextResponse.json({ error: 'Unsupported entity type for this integration' }, { status: 422 })

package/src/modules/data_sync/backend/data-sync/page.tsx

@@ -65,6 +65,8 @@ type SyncOption = {
   description?: string | null
   providerKey?: string | null
   direction: 'import' | 'export' | 'bidirectional'
+  runMode?: 'generic' | 'provider'
+  canStartRun?: boolean
   supportedEntities: string[]
   hasCredentials: boolean
   isEnabled: boolean
@@ -602,6 +604,7 @@ export default function SyncRunsDashboardPage() {
     selectedIntegration
     && selectedEntityType
     && selectedIntegration.isEnabled
+    && selectedIntegration.canStartRun !== false
     && selectedIntegration.hasCredentials,
   )
   const hasSavedSchedule = Boolean(scheduleEditor.id)
@@ -975,6 +978,13 @@ export default function SyncRunsDashboardPage() {
                 </AlertDescription>
               </Alert>
             ) : null}
+            {selectedIntegration && selectedIntegration.canStartRun === false ? (
+              <Alert variant="info">
+                <AlertDescription>
+                  {t('data_sync.dashboard.start.providerManaged', 'This integration starts sync runs from its own setup flow. Open the integration settings page to continue.')}
+                </AlertDescription>
+              </Alert>
+            ) : null}
           </CardContent>
         </Card>
 

package/src/modules/data_sync/components/IntegrationScheduleTab.tsx

@@ -32,6 +32,8 @@ type SyncOption = {
   integrationId: string
   title: string
   direction: 'import' | 'export' | 'bidirectional'
+  runMode?: 'generic' | 'provider'
+  canStartRun?: boolean
   supportedEntities: string[]
   hasCredentials: boolean
   isEnabled: boolean
@@ -204,6 +206,10 @@ export function IntegrationScheduleTab(props: IntegrationScheduleTabProps) {
       flash(t('data_sync.integrationTab.credentialsMissing', 'Configure credentials before starting a sync.'), 'error')
       return
     }
+    if (option?.canStartRun === false) {
+      flash(t('data_sync.integrationTab.providerManaged', 'Start this integration from its provider-specific setup flow.'), 'error')
+      return
+    }
 
     setRunningKey(scheduleKey)
     try {
@@ -231,7 +237,7 @@ export function IntegrationScheduleTab(props: IntegrationScheduleTabProps) {
     } finally {
       setRunningKey(null)
     }
-  }, [props.hasCredentials, props.integrationId, props.isEnabled, schedules, t])
+  }, [option?.canStartRun, props.hasCredentials, props.integrationId, props.isEnabled, schedules, t])
 
   const handleSaveSchedule = React.useCallback(async (entityType: string, direction: 'import' | 'export', scheduleKey: string) => {
     const scheduleState = schedules[scheduleKey] ?? buildDefaultScheduleState(entityType)
@@ -369,6 +375,14 @@ export function IntegrationScheduleTab(props: IntegrationScheduleTabProps) {
         </Alert>
       ) : null}
 
+      {option.canStartRun === false ? (
+        <Alert variant="info">
+          <AlertDescription>
+            {t('data_sync.integrationTab.providerManagedNotice', 'This provider needs its own setup flow before a run can start. Use the provider tab on this page instead of generic schedules.')}
+          </AlertDescription>
+        </Alert>
+      ) : null}
+
       {rows.length === 0 ? (
         <Alert variant="info">
           <AlertDescription>
@@ -469,7 +483,7 @@ export function IntegrationScheduleTab(props: IntegrationScheduleTabProps) {
                           type="button"
                           size="sm"
                           onClick={() => void handleStartSync(row.entityType, row.direction, row.key)}
-                          disabled={controlsDisabled || !props.isEnabled || !props.hasCredentials}
+                          disabled={controlsDisabled || !props.isEnabled || !props.hasCredentials || option.canStartRun === false}
                         >
                           {isRunning ? <Spinner className="mr-2 h-4 w-4" /> : <Play className="mr-2 h-4 w-4" />}
                           {isRunning
@@ -481,7 +495,7 @@ export function IntegrationScheduleTab(props: IntegrationScheduleTabProps) {
                           size="sm"
                           variant="outline"
                           onClick={() => void handleSaveSchedule(row.entityType, row.direction, row.key)}
-                          disabled={controlsDisabled}
+                          disabled={controlsDisabled || option.canStartRun === false}
                         >
                           {isSaving ? <Spinner className="mr-2 h-4 w-4" /> : <Save className="mr-2 h-4 w-4" />}
                           {isSaving

package/src/modules/data_sync/lib/adapter.ts

@@ -93,6 +93,15 @@ export interface DataSyncAdapter {
   readonly providerKey: string
   readonly direction: 'import' | 'export' | 'bidirectional'
   readonly supportedEntities: string[]
+  /**
+   * How a run may be started.
+   *
+   * - `generic` (default): `/api/data_sync/run` has enough information to
+   *   create and enqueue the run.
+   * - `provider`: the provider owns a prerequisite flow before a run can be
+   *   enqueued, such as uploading a CSV and linking that upload to the run.
+   */
+  readonly runMode?: 'generic' | 'provider'
   readonly operationalTelemetry?: boolean
 
   streamImport?(input: StreamImportInput): AsyncIterable<ImportBatch>

package/src/modules/messages/api/route.ts

@@ -168,13 +168,13 @@ export async function GET(req: Request) {
         eb.selectFrom('attachments')
           .select(sql<number>`1`.as('one'))
           .where('attachments.entity_id', '=', MESSAGE_ATTACHMENT_ENTITY_ID)
-          .whereRef('attachments.record_id', '=', 'm.id')
+          .where(sql<boolean>`attachments.record_id = m.id::text`)
       )
       const notExistsFn = (eb: any) => eb.not(eb.exists(
         eb.selectFrom('attachments')
           .select(sql<number>`1`.as('one'))
           .where('attachments.entity_id', '=', MESSAGE_ATTACHMENT_ENTITY_ID)
-          .whereRef('attachments.record_id', '=', 'm.id')
+          .where(sql<boolean>`attachments.record_id = m.id::text`)
       ))
       q = input.hasAttachments ? q.where(existsFn) : q.where(notExistsFn)
     }

package/src/modules/messages/data/validators.ts

@@ -1,4 +1,5 @@
 import { z } from 'zod'
+import { parseBooleanFlag } from '@open-mercato/shared/lib/boolean'
 
 function collectDuplicateRecipientIds(
   recipients: Array<{ userId: string }>,
@@ -178,8 +179,8 @@ export const updateDraftSchema = z.object({
   externalEmail: z.string().email().optional(),
   externalName: z.string().min(1).max(255).optional(),
   recipients: z.array(messageRecipientSchema).optional(),
-  subject: z.string().min(1).max(500).optional(),
-  body: z.string().min(1).max(50000).optional(),
+  subject: z.string().max(500).optional(),
+  body: z.string().max(50000).optional(),
   bodyFormat: z.enum(['text', 'markdown']).optional(),
   priority: z.enum(['low', 'normal', 'high', 'urgent']).optional(),
   objects: z.array(messageObjectSchema).optional(),
@@ -210,9 +211,9 @@ export const listMessagesSchema = z.object({
   sourceEntityType: z.string().optional(),
   sourceEntityId: z.string().uuid().optional(),
   externalEmail: z.string().email().optional(),
-  hasObjects: z.coerce.boolean().optional(),
-  hasAttachments: z.coerce.boolean().optional(),
-  hasActions: z.coerce.boolean().optional(),
+  hasObjects: z.string().transform(parseBooleanFlag).optional(),
+  hasAttachments: z.string().transform(parseBooleanFlag).optional(),
+  hasActions: z.string().transform(parseBooleanFlag).optional(),
   senderId: z.string().uuid().optional(),
   search: z.string().max(200).optional(),
   since: z.string().datetime().optional(),