@open-mercato/core 0.6.5-develop.5337.1.534b781eac → 0.6.5

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

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

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

@@ -1,7 +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"],
+  "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/implemented/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' ? 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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"],
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 }

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

@@ -22,7 +22,7 @@ import {
   extractAllCustomFieldEntries,
   splitCustomFieldPayload
 } from "@open-mercato/shared/lib/crud/custom-fields";
-import { escapeLikePattern } from "@open-mercato/shared/lib/db/escapeLikePattern";
+import { buildIlikeTerm } from "@open-mercato/shared/lib/db/buildIlikeTerm";
 import { parseBooleanToken } from "@open-mercato/shared/lib/boolean";
 import { findWithDecryption } from "@open-mercato/shared/lib/encryption/find";
 import { consumeAdvancedFilterState, mergeAdvancedFilterTree } from "@open-mercato/shared/lib/crud/advanced-filter-integration";
@@ -168,7 +168,7 @@ const crud = makeCrudRoute({
         if (matchingIds !== null && matchingIds.length > 0) {
           applyEntityIdRestriction(filters, matchingIds);
         } else {
-          const searchPattern = `%${escapeLikePattern(query.search)}%`;
+          const searchPattern = buildIlikeTerm(query.search);
           filters.$or = [
             { display_name: { $ilike: searchPattern } },
             { primary_email: { $ilike: searchPattern } },
@@ -259,9 +259,9 @@ const crud = makeCrudRoute({
       if (email) {
         filters.primary_email = { $eq: email };
       } else if (emailStartsWith) {
-        filters.primary_email = { $ilike: `${escapeLikePattern(emailStartsWith)}%` };
+        filters.primary_email = { $ilike: buildIlikeTerm(emailStartsWith, "startsWith") };
       } else if (emailContains) {
-        filters.primary_email = { $ilike: `%${escapeLikePattern(emailContains)}%` };
+        filters.primary_email = { $ilike: buildIlikeTerm(emailContains) };
       }
       const hasEmail = parseBooleanToken(query.hasEmail);
       if (!email && !emailStartsWith && !emailContains && hasEmail !== null) {

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/customers/api/companies/route.ts"],
-  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerCompanyProfile,\n  CustomerDealCompanyLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { companyCreateSchema, companyUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport {\n  buildCustomFieldFiltersFromQuery,\n  extractAllCustomFieldEntries,\n  splitCustomFieldPayload,\n} from '@open-mercato/shared/lib/crud/custom-fields'\nimport { escapeLikePattern } from '@open-mercato/shared/lib/db/escapeLikePattern'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n  withCustomerPersonCompanyLinkScope,\n  withScopedCustomerDealLinkWhere,\n} from '../../lib/personCompanyLinkTable'\nimport { normalizeCompanyProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedPersonId: z.string().uuid().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.companies.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_entity,\n  },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n      'updated_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      email: 'primary_email',\n      primaryEmail: 'primary_email',\n      status: 'status',\n      lifecycleStage: 'lifecycle_stage',\n      source: 'source',\n      nextInteractionAt: 'next_interaction_at',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedFilterTree = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'company' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? await findMatchingEntityIdsBySearchTokensAcrossSources({\n              ctx,\n              query: query.search,\n              sources: [\n                {\n                  entityType: E.customers.customer_entity,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'description',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'next_interaction_name',\n                  ],\n                },\n                {\n                  entityType: E.customers.customer_company_profile,\n                  fields: [\n                    'display_name',\n                    'primary_email',\n                    'primary_phone',\n                    'description',\n                    'status',\n                    'lifecycle_stage',\n                    'source',\n                    'legal_name',\n                    'brand_name',\n                    'domain',\n                    'website_url',\n                    'industry',\n                    'size_bucket',\n                    'annual_revenue',\n                  ],\n                  mapToEntityIds: {\n                    table: 'customer_companies',\n                    targetColumn: 'entity_id',\n                  },\n                },\n              ],\n            })\n          : null\n        if (matchingIds !== null && matchingIds.length > 0) {\n          applyEntityIdRestriction(filters, matchingIds)\n        } else {\n          const searchPattern = `%${escapeLikePattern(query.search)}%`\n          filters.$or = [\n            { display_name: { $ilike: searchPattern } },\n            { primary_email: { $ilike: searchPattern } },\n            { primary_phone: { $ilike: searchPattern } },\n            { description: { $ilike: searchPattern } },\n            { next_interaction_name: { $ilike: searchPattern } },\n          ]\n        }\n      }\n      if (query.status) {\n        filters.status = { $eq: query.status }\n      }\n      if (query.lifecycleStage) {\n        filters.lifecycle_stage = { $eq: query.lifecycleStage }\n      }\n      if (query.source) {\n        filters.source = { $eq: query.source }\n      }\n      const tagIdsRaw = typeof query.tagIds === 'string' ? query.tagIds : ''\n      const tagIds = tagIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n      const tagIdsEmpty = parseBooleanToken(query.tagIdsEmpty) === true\n      if (tagIdsEmpty) {\n        filters.id = { $eq: '00000000-0000-0000-0000-000000000000' }\n      } else if (tagIds.length > 0) {\n        filters['tag_assignments.tag_id'] = { $in: tagIds }\n      }\n      const excludedIds = new Set<string>()\n      const excludeIdsRaw = typeof query.excludeIds === 'string' ? query.excludeIds : ''\n      excludeIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n        .forEach((value: string) => excludedIds.add(value))\n      if (ctx && query.excludeLinkedPersonId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const linkWhere = await withActiveCustomerPersonCompanyLinkFilter(\n            em,\n            withCustomerPersonCompanyLinkScope({ person: query.excludeLinkedPersonId }, decryptionScope),\n            'customers.companies.GET',\n          )\n          const links = filterActivePersonCompanyLinks(\n            await findWithDecryption(\n              em,\n              CustomerPersonCompanyLink,\n              linkWhere,\n              { populate: ['company'] },\n              decryptionScope,\n            ),\n          )\n          links.forEach((link) => {\n            const companyId = link.company?.id\n            if (typeof companyId === 'string' && companyId.length > 0) excludedIds.add(companyId)\n          })\n        } catch (err) {\n          console.warn('[customers.companies.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      if (typeof query.excludeLinkedCompanyId === 'string' && query.excludeLinkedCompanyId.length > 0) {\n        excludedIds.add(query.excludeLinkedCompanyId)\n      }\n      if (ctx && query.excludeLinkedDealId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? null,\n            organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n          }\n          const links = await findWithDecryption(\n            em,\n            CustomerDealCompanyLink,\n            withScopedCustomerDealLinkWhere(query.excludeLinkedDealId, decryptionScope),\n            { populate: ['company'] },\n            decryptionScope,\n          )\n          links.forEach((link) => {\n            const companyId = link.company?.id\n            if (typeof companyId === 'string' && companyId.length > 0) excludedIds.add(companyId)\n          })\n        } catch (err) {\n          console.warn('[customers.companies.list] exclusion lookup failed; falling back to base result set', err)\n        }\n      }\n      applyEntityIdExclusion(filters, Array.from(excludedIds))\n      const email = typeof query.email === 'string' ? query.email.trim().toLowerCase() : ''\n      const emailStartsWith = typeof query.emailStartsWith === 'string' ? query.emailStartsWith.trim().toLowerCase() : ''\n      const emailContains = typeof query.emailContains === 'string' ? query.emailContains.trim().toLowerCase() : ''\n      if (email) {\n        filters.primary_email = { $eq: email }\n      } else if (emailStartsWith) {\n        filters.primary_email = { $ilike: `${escapeLikePattern(emailStartsWith)}%` }\n      } else if (emailContains) {\n        filters.primary_email = { $ilike: `%${escapeLikePattern(emailContains)}%` }\n      }\n      const hasEmail = parseBooleanToken(query.hasEmail)\n      if (!email && !emailStartsWith && !emailContains && hasEmail !== null) {\n        filters.primary_email = { $exists: hasEmail }\n      }\n      const hasPhone = parseBooleanToken(query.hasPhone)\n      if (hasPhone !== null) {\n        filters.primary_phone = { $exists: hasPhone }\n      }\n      const hasNextInteraction = parseBooleanToken(query.hasNextInteraction)\n      if (hasNextInteraction !== null) {\n        filters.next_interaction_at = { $exists: hasNextInteraction }\n      }\n      const createdRange: Record<string, Date> = {}\n      if (query.createdFrom) {\n        const from = new Date(query.createdFrom)\n        if (!Number.isNaN(from.getTime())) createdRange.$gte = from\n      }\n      if (query.createdTo) {\n        const to = new Date(query.createdTo)\n        if (!Number.isNaN(to.getTime())) createdRange.$lte = to\n      }\n      if (Object.keys(createdRange).length) {\n        filters.created_at = createdRange\n      }\n      if (ctx) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const cfFilters = await buildCustomFieldFiltersFromQuery({\n            entityIds: [E.customers.customer_entity, E.customers.customer_company_profile],\n            query,\n            em,\n            tenantId: ctx.auth?.tenantId ?? null,\n          })\n          Object.assign(filters, cfFilters)\n        } catch (err) {\n          console.warn('[customers.companies.list] custom field filter resolution failed; falling back to base filters', err)\n        }\n      }\n      if (ctx && advancedFilterTree) {\n        const advancedFilters = mergeAdvancedFilterTree({ ...filters }, advancedFilterTree)\n        const matchedIds = await findMatchingEntityIdsWithQueryEngine({\n          ctx,\n          entityId: E.customers.customer_entity,\n          filters: advancedFilters,\n          customFieldSources: [\n            {\n              entityId: E.customers.customer_company_profile,\n              table: 'customer_companies',\n              alias: 'company_profile',\n              recordIdColumn: 'id',\n              join: { fromField: 'id', toField: 'entity_id' },\n            },\n          ],\n          joins: [\n            {\n              alias: 'tag_assignments',\n              table: 'customer_tag_assignments',\n              from: { field: 'id' },\n              to: { field: 'entity_id' },\n              type: 'left',\n            },\n          ],\n        })\n        applyEntityIdRestriction(filters, matchedIds)\n      }\n      return filters\n    },\n    customFieldSources: [\n      {\n        entityId: E.customers.customer_company_profile,\n        table: 'customer_companies',\n        alias: 'company_profile',\n        recordIdColumn: 'id',\n        join: { fromField: 'id', toField: 'entity_id' },\n      },\n    ],\n    joins: [\n      {\n        alias: 'tag_assignments',\n        table: 'customer_tag_assignments',\n        from: { field: 'id' },\n        to: { field: 'entity_id' },\n        type: 'left',\n      },\n    ],\n    transformItem: (item) => {\n      if (!item || typeof item !== 'object') return item\n      const record = item as Record<string, unknown>\n      const normalized: Record<string, unknown> = { ...record }\n      delete normalized.kind\n      const cfEntries = extractAllCustomFieldEntries(record)\n      for (const key of Object.keys(normalized)) {\n        if (key.startsWith('cf:')) {\n          delete normalized[key]\n        }\n      }\n      return { ...normalized, ...cfEntries }\n    },\n  },\n  actions: {\n    create: {\n      commandId: 'customers.companies.create',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const { base, custom } = splitCustomFieldPayload(scoped)\n        const parsed = companyCreateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      response: ({ result }) => ({\n        id: result?.entityId ?? result?.id ?? null,\n        companyId: result?.companyId ?? null,\n      }),\n      status: 201,\n    },\n    update: {\n      commandId: 'customers.companies.update',\n      schema: rawBodySchema,\n      mapInput: async ({ raw, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const scoped = withScopedPayload(raw ?? {}, ctx, translate)\n        const normalized = normalizeCompanyProfilePayload(scoped, translate)\n        const { base, custom } = splitCustomFieldPayload(normalized)\n        const parsed = companyUpdateSchema.parse(base)\n        return Object.keys(custom).length ? { ...parsed, customFields: custom } : parsed\n      },\n      // Return the freshly-bumped updatedAt so inline-edit detail pages can refresh\n      // their optimistic-lock token between sequential saves (avoids a false 409 on\n      // the 2nd inline edit now that locking is default-ON). #2055. The factory hands\n      // the updated entity here; read defensively in case a `{ result }` wrapper arrives.\n      response: (arg: { result?: unknown; updatedAt?: Date | string | null }) => {\n        const raw = arg?.updatedAt\n          ?? (arg?.result as { updatedAt?: Date | string | null } | null | undefined)?.updatedAt\n          ?? null\n        return {\n          ok: true,\n          updatedAt: raw instanceof Date ? raw.toISOString() : (typeof raw === 'string' ? raw : null),\n        }\n      },\n    },\n    delete: {\n      commandId: 'customers.companies.delete',\n      schema: rawBodySchema,\n      mapInput: async ({ parsed, ctx }) => {\n        const { translate } = await resolveTranslations()\n        const id =\n          parsed?.body?.id ??\n          parsed?.id ??\n          parsed?.query?.id ??\n          (ctx.request ? new URL(ctx.request.url).searchParams.get('id') : null)\n        if (!id) throw new CrudHttpError(400, { error: translate('customers.errors.company_required', 'Company id is required') })\n        return { id }\n      },\n      response: () => ({ ok: true }),\n    },\n  },\n  hooks: {\n    afterList: async (payload, ctx) => {\n      const items = Array.isArray(payload?.items) ? payload.items : []\n      const ids = items\n        .map((item: unknown) => (item && typeof item === 'object' && typeof (item as Record<string, unknown>).id === 'string'\n          ? (item as Record<string, unknown>).id as string\n          : null))\n        .filter((id: string | null): id is string => typeof id === 'string' && id.length > 0)\n      if (!ids.length) return\n\n      const where: Record<string, unknown> = {\n        entity: { $in: ids },\n        tenantId: ctx.auth?.tenantId ?? null,\n      }\n      if (ctx.selectedOrganizationId) {\n        where.organizationId = ctx.selectedOrganizationId\n      }\n\n      const profiles = await findWithDecryption(\n        ctx.container.resolve('em') as EntityManager,\n        CustomerCompanyProfile,\n        where as FilterQuery<CustomerCompanyProfile>,\n        { populate: ['entity'] },\n        {\n          tenantId: ctx.auth?.tenantId ?? null,\n          organizationId: ctx.selectedOrganizationId ?? ctx.auth?.orgId ?? null,\n        },\n      )\n\n      const profilesByEntityId = new Map<string, CustomerCompanyProfile>()\n      for (const profile of profiles) {\n        const profileEntity = (profile as { entity?: { id?: unknown } }).entity\n        const entityId = typeof profileEntity?.id === 'string' ? profileEntity.id : null\n        if (entityId) profilesByEntityId.set(entityId, profile)\n      }\n\n      payload.items = items.map((item: unknown) => {\n        if (!item || typeof item !== 'object') return item\n        const record = item as Record<string, unknown>\n        const profile = typeof record.id === 'string' ? profilesByEntityId.get(record.id) : undefined\n        if (!profile) return item\n        return {\n          ...record,\n          legal_name: profile.legalName ?? null,\n          brand_name: profile.brandName ?? null,\n          domain: profile.domain ?? null,\n          website_url: profile.websiteUrl ?? null,\n          industry: profile.industry ?? null,\n          size_bucket: profile.sizeBucket ?? null,\n          annual_revenue: profile.annualRevenue ?? null,\n        }\n      })\n    },\n  },\n})\n\nconst { POST, PUT, DELETE } = crud\n\nexport { POST, PUT, DELETE }\nexport const GET = crud.GET\n\nconst companyListItemSchema = z.object({\n  id: z.string().uuid(),\n  display_name: z.string().optional(),\n  description: z.string().nullable().optional(),\n  owner_user_id: z.string().uuid().nullable().optional(),\n  primary_email: z.string().nullable().optional(),\n  primary_phone: z.string().nullable().optional(),\n  status: z.string().nullable().optional(),\n  lifecycle_stage: z.string().nullable().optional(),\n  source: z.string().nullable().optional(),\n  next_interaction_at: z.string().nullable().optional(),\n  next_interaction_name: z.string().nullable().optional(),\n  next_interaction_ref_id: z.string().nullable().optional(),\n  next_interaction_icon: z.string().nullable().optional(),\n  next_interaction_color: z.string().nullable().optional(),\n  organization_id: z.string().uuid().nullable().optional(),\n  tenant_id: z.string().uuid().nullable().optional(),\n  created_at: z.string().nullable().optional(),\n})\n\nconst companyCreateResponseSchema = z.object({\n  id: z.string().uuid().nullable(),\n  companyId: z.string().uuid().nullable(),\n})\n\nexport const openApi = createCustomersCrudOpenApi({\n  resourceName: 'Company',\n  pluralName: 'Companies',\n  querySchema: listSchema,\n  listResponseSchema: createPagedListResponseSchema(companyListItemSchema),\n  create: {\n    schema: companyCreateSchema,\n    responseSchema: companyCreateResponseSchema,\n    description: 'Creates a company record and associated profile data.',\n  },\n  update: {\n    schema: companyUpdateSchema,\n    responseSchema: defaultOkResponseSchema,\n    description: 'Updates company profile fields, tags, or custom attributes.',\n  },\n  del: {\n    schema: z.object({ id: z.string().uuid() }),\n    responseSchema: defaultOkResponseSchema,\n    description: 'Deletes a company by id. The identifier can be provided via body or query.',\n    errors: [\n      {\n        status: 422,\n        description: 'Company has dependent records (people, deals, or direct staff); unlink or reassign before delete.',\n        schema: z.object({\n          error: z.string(),\n          code: z.literal('COMPANY_HAS_DEPENDENTS'),\n        }),\n      },\n    ],\n  },\n})\n"],
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+  "sourcesContent": ["import type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { makeCrudRoute } from '@open-mercato/shared/lib/crud/factory'\nimport { CrudHttpError } from '@open-mercato/shared/lib/crud/errors'\nimport {\n  CustomerCompanyProfile,\n  CustomerDealCompanyLink,\n  CustomerEntity,\n  CustomerPersonCompanyLink,\n} from '../../data/entities'\nimport { E } from '#generated/entities.ids.generated'\nimport { companyCreateSchema, companyUpdateSchema } from '../../data/validators'\nimport { resolveTranslations } from '@open-mercato/shared/lib/i18n/server'\nimport {\n  applyEntityIdExclusion,\n  applyEntityIdRestriction,\n  findMatchingEntityIdsWithQueryEngine,\n  findMatchingEntityIdsBySearchTokensAcrossSources,\n  withScopedPayload,\n} from '../utils'\nimport {\n  buildCustomFieldFiltersFromQuery,\n  extractAllCustomFieldEntries,\n  splitCustomFieldPayload,\n} from '@open-mercato/shared/lib/crud/custom-fields'\nimport { buildIlikeTerm } from '@open-mercato/shared/lib/db/buildIlikeTerm'\nimport { parseBooleanToken } from '@open-mercato/shared/lib/boolean'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { consumeAdvancedFilterState, mergeAdvancedFilterTree } from '@open-mercato/shared/lib/crud/advanced-filter-integration'\nimport {\n  createCustomersCrudOpenApi,\n  createPagedListResponseSchema,\n  defaultOkResponseSchema,\n} from '../openapi'\nimport {\n  filterActivePersonCompanyLinks,\n  withActiveCustomerPersonCompanyLinkFilter,\n  withCustomerPersonCompanyLinkScope,\n  withScopedCustomerDealLinkWhere,\n} from '../../lib/personCompanyLinkTable'\nimport { normalizeCompanyProfilePayload } from './payload'\n\nconst rawBodySchema = z.object({}).passthrough()\n\nconst listSchema = z\n  .object({\n    page: z.coerce.number().min(1).default(1),\n    pageSize: z.coerce.number().min(1).max(100).default(50),\n    search: z.string().optional(),\n    email: z.string().optional(),\n    emailStartsWith: z.string().optional(),\n    emailContains: z.string().optional(),\n    sortField: z.string().optional(),\n    sortDir: z.enum(['asc', 'desc']).optional(),\n    status: z.string().optional(),\n    lifecycleStage: z.string().optional(),\n    source: z.string().optional(),\n    hasEmail: z.string().optional(),\n    hasPhone: z.string().optional(),\n    hasNextInteraction: z.string().optional(),\n    createdFrom: z.string().optional(),\n    createdTo: z.string().optional(),\n    id: z.string().uuid().optional(),\n    tagIds: z.string().optional(),\n    tagIdsEmpty: z.string().optional(),\n    excludeIds: z.string().optional(),\n    excludeLinkedPersonId: z.string().uuid().optional(),\n    excludeLinkedCompanyId: z.string().uuid().optional(),\n    excludeLinkedDealId: z.string().uuid().optional(),\n  })\n  .passthrough()\n\nconst routeMetadata = {\n  GET: { requireAuth: true, requireFeatures: ['customers.companies.view'] },\n  POST: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  PUT: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n  DELETE: { requireAuth: true, requireFeatures: ['customers.companies.manage'] },\n}\n\nexport const metadata = routeMetadata\n\nconst crud = makeCrudRoute({\n  metadata: routeMetadata,\n  orm: {\n    entity: CustomerEntity,\n    idField: 'id',\n    orgField: 'organizationId',\n    tenantField: 'tenantId',\n    softDeleteField: 'deletedAt',\n  },\n  indexer: {\n    entityType: E.customers.customer_entity,\n  },\n  list: {\n    schema: listSchema,\n    entityId: E.customers.customer_entity,\n    fields: [\n      'id',\n      'display_name',\n      'description',\n      'owner_user_id',\n      'primary_email',\n      'primary_phone',\n      'status',\n      'lifecycle_stage',\n      'source',\n      'next_interaction_at',\n      'next_interaction_name',\n      'next_interaction_ref_id',\n      'next_interaction_icon',\n      'next_interaction_color',\n      'organization_id',\n      'tenant_id',\n      'kind',\n      'created_at',\n      'updated_at',\n    ],\n    sortFieldMap: {\n      name: 'display_name',\n      email: 'primary_email',\n      primaryEmail: 'primary_email',\n      status: 'status',\n      lifecycleStage: 'lifecycle_stage',\n      source: 'source',\n      nextInteractionAt: 'next_interaction_at',\n      createdAt: 'created_at',\n      updatedAt: 'updated_at',\n    },\n    buildFilters: async (query, ctx) => {\n      const advancedFilterTree = consumeAdvancedFilterState(query)\n      const filters: Record<string, unknown> = { kind: { $eq: 'company' } }\n      if (query.id) filters.id = { $eq: query.id }\n      if (query.search) {\n        const matchingIds = ctx\n          ? 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query.tagIds : ''\n      const tagIds = tagIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n      const tagIdsEmpty = parseBooleanToken(query.tagIdsEmpty) === true\n      if (tagIdsEmpty) {\n        filters.id = { $eq: '00000000-0000-0000-0000-000000000000' }\n      } else if (tagIds.length > 0) {\n        filters['tag_assignments.tag_id'] = { $in: tagIds }\n      }\n      const excludedIds = new Set<string>()\n      const excludeIdsRaw = typeof query.excludeIds === 'string' ? query.excludeIds : ''\n      excludeIdsRaw\n        .split(',')\n        .map((value: string) => value.trim())\n        .filter((value: string) => value.length > 0)\n        .forEach((value: string) => excludedIds.add(value))\n      if (ctx && query.excludeLinkedPersonId) {\n        try {\n          const em = ctx.container.resolve('em') as EntityManager\n          const decryptionScope = {\n            tenantId: ctx.auth?.tenantId ?? 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The factory hands\n      // the updated entity here; read defensively in case a `{ result }` wrapper arrives.\n      response: (arg: { result?: unknown; updatedAt?: Date | string | null }) => {\n        const raw = arg?.updatedAt\n          ?? 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   "names": []
 }

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

@@ -24,6 +24,7 @@ import { consumeAdvancedFilterState, mergeAdvancedFilterTree } from "@open-merca
 import { fetchStuckDealIds } from "../../lib/stuckDeals.js";
 const rawBodySchema = z.object({}).passthrough();
 const stringOrStringArray = z.union([z.string(), z.array(z.string())]);
+const OPEN_DEAL_STATUSES = ["open", "in_progress"];
 const booleanQueryParam = z.preprocess((value) => {
   const parsed = parseBooleanFromUnknown(value);
   return parsed === null ? value : parsed;
@@ -42,6 +43,7 @@ const dealListQuerySchema = z.object({
   expectedCloseAtTo: z.string().optional(),
   isStuck: booleanQueryParam,
   isOverdue: booleanQueryParam,
+  needsAttention: booleanQueryParam,
   valueCurrency: stringOrStringArray.optional(),
   sortField: z.string().optional(),
   sortDir: z.enum(["asc", "desc"]).optional(),
@@ -119,6 +121,36 @@ async function fetchDealIdsMatchingAssociations(em, organizationId, tenantId, pe
   );
   return rows.map((row) => row.id);
 }
+async function fetchNeedAttentionDealIds(em, organizationId, tenantId) {
+  const connection = em.getConnection();
+  const overdueRows = await connection.execute(
+    `SELECT id FROM customer_deals
+      WHERE organization_id = ?
+        AND tenant_id = ?
+        AND deleted_at IS NULL
+        AND status = 'open'
+        AND expected_close_at IS NOT NULL
+        AND expected_close_at < CURRENT_DATE`,
+    [organizationId, tenantId]
+  );
+  const attentionIds = new Set(overdueRows.map((row) => row.id));
+  const stuckIds = await fetchStuckDealIds(em, organizationId, tenantId);
+  if (stuckIds.length > 0) {
+    const idPlaceholders = stuckIds.map(() => "?").join(",");
+    const statusPlaceholders = OPEN_DEAL_STATUSES.map(() => "?").join(",");
+    const openStuckRows = await connection.execute(
+      `SELECT id FROM customer_deals
+        WHERE organization_id = ?
+          AND tenant_id = ?
+          AND deleted_at IS NULL
+          AND status IN (${statusPlaceholders})
+          AND id IN (${idPlaceholders})`,
+      [organizationId, tenantId, ...OPEN_DEAL_STATUSES, ...stuckIds]
+    );
+    for (const row of openStuckRows) attentionIds.add(row.id);
+  }
+  return Array.from(attentionIds);
+}
 function normalizeCurrencyList(value) {
   const set = /* @__PURE__ */ new Set();
   const visit = (entry) => {
@@ -233,7 +265,7 @@ async function buildDealListFilters(query, ctx) {
     if (expectedCloseTo) range.$lte = expectedCloseTo;
     filters.expected_close_at = range;
   }
-  if (query.isOverdue) {
+  if (query.isOverdue && !query.needsAttention) {
     const today = /* @__PURE__ */ new Date();
     today.setHours(0, 0, 0, 0);
     if (statusList.length === 0) {
@@ -243,7 +275,7 @@ async function buildDealListFilters(query, ctx) {
     existingRange.$lt = today;
     filters.expected_close_at = existingRange;
   }
-  if (query.isStuck && ctx) {
+  if (query.isStuck && !query.needsAttention && ctx) {
     const tenantId = ctx.auth?.tenantId;
     const organizationId = ctx.auth?.orgId;
     if (typeof tenantId === "string" && typeof organizationId === "string") {
@@ -252,6 +284,15 @@ async function buildDealListFilters(query, ctx) {
       intersectIds(stuckIds);
     }
   }
+  if (query.needsAttention && ctx) {
+    const tenantId = ctx.auth?.tenantId;
+    const organizationId = ctx.auth?.orgId;
+    if (typeof tenantId === "string" && typeof organizationId === "string") {
+      const em = ctx.container.resolve("em");
+      const attentionIds = await fetchNeedAttentionDealIds(em, organizationId, tenantId);
+      intersectIds(attentionIds);
+    }
+  }
   const url = ctx?.request ? new URL(ctx.request.url) : null;
   const personCandidates = [query.personId, query.personEntityId];
   const companyCandidates = [query.companyId, query.companyEntityId];