@open-mercato/core 0.6.6-develop.6313.1.618a49a6b4 → 0.6.6-develop.6317.1.b3be10ab84

package/.turbo/turbo-build.log

@@ -1,4 +1,4 @@
-[build:core] found 3424 entry points
+[build:core] found 3425 entry points
 [build:core] built successfully
 [build:core:generated] found 186 entry points
 [build:core:generated] built successfully

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

@@ -0,0 +1,158 @@
+function toIso(value) {
+  if (!value) return null;
+  const dt = value instanceof Date ? value : new Date(String(value));
+  if (Number.isNaN(dt.getTime())) return null;
+  return dt.toISOString();
+}
+function resolveEm(ctx) {
+  return ctx.container.resolve("em");
+}
+function buildScope(ctx, tenantId) {
+  return {
+    tenantId,
+    organizationId: ctx.organizationId
+  };
+}
+function toCustomerListSummary(row) {
+  const createdAtRaw = row.created_at ?? row.createdAt ?? null;
+  const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null;
+  return {
+    id: row.id,
+    displayName: row.display_name ?? row.displayName ?? null,
+    primaryEmail: row.primary_email ?? row.primaryEmail ?? null,
+    primaryPhone: row.primary_phone ?? row.primaryPhone ?? null,
+    status: row.status ?? null,
+    lifecycleStage: row.lifecycle_stage ?? row.lifecycleStage ?? null,
+    source: row.source ?? null,
+    ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,
+    organizationId: row.organization_id ?? row.organizationId ?? null,
+    tenantId: row.tenant_id ?? row.tenantId ?? null,
+    createdAt
+  };
+}
+function asRows(value) {
+  return Array.isArray(value) ? value : [];
+}
+function mapAddresses(rows) {
+  return rows.map((address) => ({
+    id: address.id,
+    name: address.name ?? null,
+    purpose: address.purpose ?? null,
+    addressLine1: address.addressLine1 ?? null,
+    addressLine2: address.addressLine2 ?? null,
+    city: address.city ?? null,
+    region: address.region ?? null,
+    postalCode: address.postalCode ?? null,
+    country: address.country ?? null,
+    isPrimary: !!address.isPrimary
+  }));
+}
+function mapActivities(rows) {
+  return rows.map((activity) => ({
+    id: activity.id,
+    activityType: activity.activityType,
+    subject: activity.subject ?? null,
+    body: activity.body ?? null,
+    occurredAt: toIso(activity.occurredAt),
+    createdAt: toIso(activity.createdAt)
+  }));
+}
+function mapNotes(rows) {
+  return rows.map((comment) => ({
+    id: comment.id,
+    body: comment.body,
+    authorUserId: comment.authorUserId ?? null,
+    createdAt: toIso(comment.createdAt)
+  }));
+}
+function mapTasks(rows) {
+  return rows.map((task) => ({
+    id: task.id,
+    todoId: task.todoId ?? task.id,
+    todoSource: task.todoSource ?? null,
+    createdAt: toIso(task.createdAt)
+  }));
+}
+function mapInteractions(rows) {
+  return rows.map((interaction) => ({
+    id: interaction.id,
+    interactionType: interaction.interactionType,
+    title: interaction.title ?? null,
+    status: interaction.status,
+    scheduledAt: toIso(interaction.scheduledAt),
+    occurredAt: toIso(interaction.occurredAt)
+  }));
+}
+function mapTags(rows) {
+  return rows.map((tag) => {
+    if (!tag || typeof tag !== "object") return null;
+    const id = typeof tag.id === "string" ? tag.id : null;
+    const label = typeof tag.label === "string" ? tag.label : null;
+    if (!id || !label) return null;
+    const slug = typeof tag.slug === "string" ? tag.slug : label;
+    const color = typeof tag.color === "string" ? tag.color : null;
+    return { id, slug, label, color };
+  }).filter((entry) => entry !== null);
+}
+function mapDeals(rows) {
+  return rows.map((deal) => {
+    if (!deal || typeof deal !== "object") return null;
+    const id = typeof deal.id === "string" ? deal.id : null;
+    if (!id) return null;
+    return {
+      id,
+      title: typeof deal.title === "string" ? deal.title : "",
+      status: typeof deal.status === "string" ? deal.status : null,
+      pipelineStageId: typeof deal.pipelineStageId === "string" ? deal.pipelineStageId : null,
+      valueAmount: typeof deal.valueAmount === "string" ? deal.valueAmount : deal.valueAmount === null || deal.valueAmount === void 0 ? null : String(deal.valueAmount),
+      valueCurrency: typeof deal.valueCurrency === "string" ? deal.valueCurrency : null
+    };
+  }).filter((value) => value !== null);
+}
+function mapPeople(rows) {
+  return rows.map((person) => {
+    if (!person || typeof person !== "object") return null;
+    const id = typeof person.id === "string" ? person.id : null;
+    const displayName = typeof person.displayName === "string" ? person.displayName : null;
+    if (!id || !displayName) return null;
+    return {
+      id,
+      displayName,
+      primaryEmail: typeof person.primaryEmail === "string" ? person.primaryEmail : null,
+      primaryPhone: typeof person.primaryPhone === "string" ? person.primaryPhone : null,
+      jobTitle: typeof person.jobTitle === "string" ? person.jobTitle : null,
+      department: typeof person.department === "string" ? person.department : null
+    };
+  }).filter((value) => value !== null);
+}
+function buildRelatedRecords(data, options = {}) {
+  const related = {
+    addresses: mapAddresses(asRows(data.addresses)),
+    activities: mapActivities(asRows(data.activities)),
+    notes: mapNotes(asRows(data.comments)),
+    tasks: mapTasks(asRows(data.todos)),
+    interactions: mapInteractions(asRows(data.interactions)),
+    tags: mapTags(asRows(data.tags)),
+    deals: mapDeals(asRows(data.deals))
+  };
+  if (options.includePeople) {
+    related.people = mapPeople(asRows(data.people));
+  }
+  return related;
+}
+export {
+  buildRelatedRecords,
+  buildScope,
+  mapActivities,
+  mapAddresses,
+  mapDeals,
+  mapInteractions,
+  mapNotes,
+  mapPeople,
+  mapTags,
+  mapTasks,
+  resolveEm,
+  toCustomerListSummary,
+  toIso
+};
+//# sourceMappingURL=_shared.js.map

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

@@ -0,0 +1,7 @@
+{
+  "version": 3,
+  "sources": ["../../../../src/modules/customers/ai-tools/_shared.ts"],
+  "sourcesContent": ["/**\n * Shared helpers for customers AI tool packs.\n *\n * Mirrors the catalog precedent (`packages/core/src/modules/catalog/ai-tools/_shared.ts`):\n * the company and people packs previously carried byte-for-byte-identical copies\n * of the date-to-ISO helper, the `resolveEm` / `buildScope` accessors, the\n * list-row \u2192 summary mapper, and the related-records builder\n * (addresses / activities / notes / tasks / interactions / tags / deals, plus a\n * companies-only `people` mapper). Centralizing them here gives both packs one\n * source of truth so a change to the related-records output shape no longer has\n * to be applied \u2014 and kept in sync \u2014 in two places.\n *\n * This is a pure internal refactor: tool names, input schemas, `requiredFeatures`,\n * and emitted output shapes stay identical.\n */\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport type { AiToolExecutionContext } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport type { CustomersToolContext } from './types'\n\nexport function 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\nexport function resolveEm(ctx: CustomersToolContext | AiToolExecutionContext): EntityManager {\n  return ctx.container.resolve<EntityManager>('em')\n}\n\nexport function buildScope(ctx: CustomersToolContext | AiToolExecutionContext, tenantId: string) {\n  return {\n    tenantId,\n    organizationId: ctx.organizationId,\n  }\n}\n\n/* -------------------------------------------------------------------------- */\n/*  List-row summary mapper                                                    */\n/* -------------------------------------------------------------------------- */\n\nexport type CustomerListApiItemBase = {\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\nexport type CustomerListSummary = {\n  id: string | undefined\n  displayName: string | null\n  primaryEmail: string | null\n  primaryPhone: string | null\n  status: string | null\n  lifecycleStage: string | null\n  source: string | null\n  ownerUserId: string | null\n  organizationId: string | null\n  tenantId: string | null\n  createdAt: string | null\n}\n\nexport function toCustomerListSummary(row: CustomerListApiItemBase): CustomerListSummary {\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\n/* -------------------------------------------------------------------------- */\n/*  Related-records mappers                                                    */\n/* -------------------------------------------------------------------------- */\n\nfunction asRows(value: unknown): Array<Record<string, unknown>> {\n  return Array.isArray(value) ? (value as Array<Record<string, unknown>>) : []\n}\n\nexport function mapAddresses(rows: Array<Record<string, unknown>>) {\n  return rows.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}\n\nexport function mapActivities(rows: Array<Record<string, unknown>>) {\n  return rows.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}\n\nexport function mapNotes(rows: Array<Record<string, unknown>>) {\n  return rows.map((comment) => ({\n    id: comment.id,\n    body: comment.body,\n    authorUserId: comment.authorUserId ?? null,\n    createdAt: toIso(comment.createdAt),\n  }))\n}\n\nexport function mapTasks(rows: Array<Record<string, unknown>>) {\n  return rows.map((task) => ({\n    id: task.id,\n    todoId: task.todoId ?? task.id,\n    todoSource: task.todoSource ?? null,\n    createdAt: toIso(task.createdAt),\n  }))\n}\n\nexport function mapInteractions(rows: Array<Record<string, unknown>>) {\n  return rows.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}\n\nexport type RelatedTag = { id: string; slug: string; label: string; color: string | null }\n\nexport function mapTags(rows: Array<Record<string, unknown>>): RelatedTag[] {\n  return rows\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((entry): entry is RelatedTag => entry !== null)\n}\n\nexport type RelatedDeal = {\n  id: string\n  title: string\n  status: string | null\n  pipelineStageId: string | null\n  valueAmount: string | null\n  valueCurrency: string | null\n}\n\nexport function mapDeals(rows: Array<Record<string, unknown>>): RelatedDeal[] {\n  return rows\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: 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: typeof deal.valueCurrency === 'string' ? deal.valueCurrency : null,\n      }\n    })\n    .filter((value): value is RelatedDeal => value !== null)\n}\n\nexport type RelatedPerson = {\n  id: string\n  displayName: string\n  primaryEmail: string | null\n  primaryPhone: string | null\n  jobTitle: string | null\n  department: string | null\n}\n\nexport function mapPeople(rows: Array<Record<string, unknown>>): RelatedPerson[] {\n  return rows\n    .map((person) => {\n      if (!person || typeof person !== 'object') return null\n      const id = typeof person.id === 'string' ? person.id : null\n      const displayName = typeof person.displayName === 'string' ? person.displayName : null\n      if (!id || !displayName) return null\n      return {\n        id,\n        displayName,\n        primaryEmail: typeof person.primaryEmail === 'string' ? person.primaryEmail : null,\n        primaryPhone: typeof person.primaryPhone === 'string' ? person.primaryPhone : null,\n        jobTitle: typeof person.jobTitle === 'string' ? person.jobTitle : null,\n        department: typeof person.department === 'string' ? person.department : null,\n      }\n    })\n    .filter((value): value is RelatedPerson => value !== null)\n}\n\nexport type CustomerRelatedRecords = {\n  addresses: ReturnType<typeof mapAddresses>\n  activities: ReturnType<typeof mapActivities>\n  notes: ReturnType<typeof mapNotes>\n  tasks: ReturnType<typeof mapTasks>\n  interactions: ReturnType<typeof mapInteractions>\n  tags: RelatedTag[]\n  deals: RelatedDeal[]\n  people?: RelatedPerson[]\n}\n\n/**\n * Builds the related-records block from a customers detail API payload\n * (`addresses`, `activities`, `comments`, `todos`, `interactions`, `tags`,\n * `deals`, and \u2014 for companies \u2014 `people`). The key order matches the\n * pre-refactor literals so the emitted shape is unchanged. Pass\n * `includePeople: true` to add the companies-only `people` collection.\n */\nexport function buildRelatedRecords(\n  data: Record<string, unknown>,\n  options: { includePeople?: boolean } = {},\n): CustomerRelatedRecords {\n  const related: CustomerRelatedRecords = {\n    addresses: mapAddresses(asRows(data.addresses)),\n    activities: mapActivities(asRows(data.activities)),\n    notes: mapNotes(asRows(data.comments)),\n    tasks: mapTasks(asRows(data.todos)),\n    interactions: mapInteractions(asRows(data.interactions)),\n    tags: mapTags(asRows(data.tags)),\n    deals: mapDeals(asRows(data.deals)),\n  }\n  if (options.includePeople) {\n    related.people = mapPeople(asRows(data.people))\n  }\n  return related\n}\n"],
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+  "names": []
+}

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

@@ -4,6 +4,11 @@ import {
   createAiApiOperationRunner
 } from "@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner";
 import { assertTenantScope } from "./types.js";
+import {
+  buildRelatedRecords,
+  toCustomerListSummary,
+  toIso
+} from "./_shared.js";
 const listCompaniesInput = z.object({
   q: z.string().trim().optional().describe("Search text matched against display name / email / domain. Omit or leave empty to list all."),
   limit: z.number().int().min(1).max(100).optional().describe("Maximum rows to return (default 50, max 100)."),
@@ -40,27 +45,13 @@ const listCompaniesTool = defineApiBackedAiTool({
     const data = response.data ?? {};
     const rawItems = Array.isArray(data.items) ? data.items : [];
     return {
-      items: rawItems.map((row) => {
-        const createdAtRaw = row.created_at ?? row.createdAt ?? null;
-        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null;
-        return {
-          id: row.id,
-          displayName: row.display_name ?? row.displayName ?? null,
-          primaryEmail: row.primary_email ?? row.primaryEmail ?? null,
-          primaryPhone: row.primary_phone ?? row.primaryPhone ?? null,
-          status: row.status ?? null,
-          lifecycleStage: row.lifecycle_stage ?? row.lifecycleStage ?? null,
-          source: row.source ?? null,
-          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,
-          organizationId: row.organization_id ?? row.organizationId ?? null,
-          tenantId: row.tenant_id ?? row.tenantId ?? null,
-          domain: row.domain ?? null,
-          websiteUrl: row.website_url ?? row.websiteUrl ?? null,
-          industry: row.industry ?? null,
-          sizeBucket: row.size_bucket ?? row.sizeBucket ?? null,
-          createdAt
-        };
-      }),
+      items: rawItems.map((row) => ({
+        ...toCustomerListSummary(row),
+        domain: row.domain ?? null,
+        websiteUrl: row.website_url ?? row.websiteUrl ?? null,
+        industry: row.industry ?? null,
+        sizeBucket: row.size_bucket ?? row.sizeBucket ?? null
+      })),
       total: typeof data.total === "number" ? data.total : 0,
       limit,
       offset
@@ -71,12 +62,6 @@ const getCompanyInput = z.object({
   companyId: z.string().uuid().describe("Company entity id (UUID)."),
   includeRelated: z.boolean().optional().describe("When true, include notes, activities, deals, people, addresses, tasks, and tags (each capped at 100).")
 });
-function toIsoCompany(value) {
-  if (!value) return null;
-  const dt = value instanceof Date ? value : new Date(String(value));
-  if (Number.isNaN(dt.getTime())) return null;
-  return dt.toISOString();
-}
 const getCompanyTool = {
   name: "customers.get_company",
   displayName: "Get company",
@@ -115,98 +100,7 @@ const getCompanyTool = {
     const customFields = data.customFields ?? {};
     let related = null;
     if (includeRelated) {
-      const addresses = Array.isArray(data.addresses) ? data.addresses : [];
-      const activities = Array.isArray(data.activities) ? data.activities : [];
-      const notes = Array.isArray(data.comments) ? data.comments : [];
-      const todos = Array.isArray(data.todos) ? data.todos : [];
-      const interactions = Array.isArray(data.interactions) ? data.interactions : [];
-      const tagsRows = Array.isArray(data.tags) ? data.tags : [];
-      const dealsRows = Array.isArray(data.deals) ? data.deals : [];
-      const peopleRows = Array.isArray(data.people) ? data.people : [];
-      related = {
-        addresses: addresses.map((address) => ({
-          id: address.id,
-          name: address.name ?? null,
-          purpose: address.purpose ?? null,
-          addressLine1: address.addressLine1 ?? null,
-          addressLine2: address.addressLine2 ?? null,
-          city: address.city ?? null,
-          region: address.region ?? null,
-          postalCode: address.postalCode ?? null,
-          country: address.country ?? null,
-          isPrimary: !!address.isPrimary
-        })),
-        activities: activities.map((activity) => ({
-          id: activity.id,
-          activityType: activity.activityType,
-          subject: activity.subject ?? null,
-          body: activity.body ?? null,
-          occurredAt: toIsoCompany(activity.occurredAt),
-          createdAt: toIsoCompany(activity.createdAt)
-        })),
-        notes: notes.map((comment) => ({
-          id: comment.id,
-          body: comment.body,
-          authorUserId: comment.authorUserId ?? null,
-          createdAt: toIsoCompany(comment.createdAt)
-        })),
-        tasks: todos.map((task) => ({
-          id: task.id,
-          todoId: task.todoId ?? task.id,
-          todoSource: task.todoSource ?? null,
-          createdAt: toIsoCompany(task.createdAt)
-        })),
-        interactions: interactions.map((interaction) => ({
-          id: interaction.id,
-          interactionType: interaction.interactionType,
-          title: interaction.title ?? null,
-          status: interaction.status,
-          scheduledAt: toIsoCompany(interaction.scheduledAt),
-          occurredAt: toIsoCompany(interaction.occurredAt)
-        })),
-        tags: tagsRows.map((tag) => {
-          if (!tag || typeof tag !== "object") return null;
-          const id = typeof tag.id === "string" ? tag.id : null;
-          const label = typeof tag.label === "string" ? tag.label : null;
-          if (!id || !label) return null;
-          const slug = typeof tag.slug === "string" ? tag.slug : label;
-          const color = typeof tag.color === "string" ? tag.color : null;
-          return { id, slug, label, color };
-        }).filter(
-          (entry) => entry !== null
-        ),
-        deals: dealsRows.map((deal) => {
-          if (!deal || typeof deal !== "object") return null;
-          const id = typeof deal.id === "string" ? deal.id : null;
-          if (!id) return null;
-          return {
-            id,
-            title: typeof deal.title === "string" ? deal.title : "",
-            status: typeof deal.status === "string" ? deal.status : null,
-            pipelineStageId: typeof deal.pipelineStageId === "string" ? deal.pipelineStageId : null,
-            valueAmount: typeof deal.valueAmount === "string" ? deal.valueAmount : deal.valueAmount === null || deal.valueAmount === void 0 ? null : String(deal.valueAmount),
-            valueCurrency: typeof deal.valueCurrency === "string" ? deal.valueCurrency : null
-          };
-        }).filter(
-          (value) => value !== null
-        ),
-        people: peopleRows.map((person) => {
-          if (!person || typeof person !== "object") return null;
-          const id = typeof person.id === "string" ? person.id : null;
-          const displayName = typeof person.displayName === "string" ? person.displayName : null;
-          if (!id || !displayName) return null;
-          return {
-            id,
-            displayName,
-            primaryEmail: typeof person.primaryEmail === "string" ? person.primaryEmail : null,
-            primaryPhone: typeof person.primaryPhone === "string" ? person.primaryPhone : null,
-            jobTitle: typeof person.jobTitle === "string" ? person.jobTitle : null,
-            department: typeof person.department === "string" ? person.department : null
-          };
-        }).filter(
-          (value) => value !== null
-        )
-      };
+      related = buildRelatedRecords(data, { includePeople: true });
     }
     return {
       found: true,
@@ -222,8 +116,8 @@ const getCompanyTool = {
         ownerUserId: companyRow.ownerUserId ?? null,
         organizationId: companyRow.organizationId ?? null,
         tenantId: companyRow.tenantId ?? null,
-        createdAt: toIsoCompany(companyRow.createdAt),
-        updatedAt: toIsoCompany(companyRow.updatedAt)
+        createdAt: toIso(companyRow.createdAt),
+        updatedAt: toIso(companyRow.updatedAt)
       },
       profile: profileRow ? {
         id: profileRow.id,

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

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

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

@@ -8,16 +8,14 @@ import {
   CustomerPersonProfile
 } from "../data/entities.js";
 import { assertTenantScope } from "./types.js";
+import {
+  buildRelatedRecords,
+  buildScope,
+  resolveEm,
+  toCustomerListSummary,
+  toIso
+} from "./_shared.js";
 const NIL_UUID = "00000000-0000-0000-0000-000000000000";
-function resolveEm(ctx) {
-  return ctx.container.resolve("em");
-}
-function buildScope(ctx, tenantId) {
-  return {
-    tenantId,
-    organizationId: ctx.organizationId
-  };
-}
 const listPeopleInput = z.object({
   q: z.string().trim().optional().describe("Optional search text matched against display name / email / phone. Omit or leave empty to list all."),
   limit: z.number().int().min(1).max(100).optional().describe("Maximum rows to return (default 50, max 100)."),
@@ -73,23 +71,7 @@ const listPeopleTool = defineApiBackedAiTool({
     const data = response.data ?? {};
     const rawItems = Array.isArray(data.items) ? data.items : [];
     return {
-      items: rawItems.map((row) => {
-        const createdAtRaw = row.created_at ?? row.createdAt ?? null;
-        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null;
-        return {
-          id: row.id,
-          displayName: row.display_name ?? row.displayName ?? null,
-          primaryEmail: row.primary_email ?? row.primaryEmail ?? null,
-          primaryPhone: row.primary_phone ?? row.primaryPhone ?? null,
-          status: row.status ?? null,
-          lifecycleStage: row.lifecycle_stage ?? row.lifecycleStage ?? null,
-          source: row.source ?? null,
-          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,
-          organizationId: row.organization_id ?? row.organizationId ?? null,
-          tenantId: row.tenant_id ?? row.tenantId ?? null,
-          createdAt
-        };
-      }),
+      items: rawItems.map((row) => toCustomerListSummary(row)),
       total: typeof data.total === "number" ? data.total : 0,
       limit,
       offset
@@ -100,12 +82,6 @@ const getPersonInput = z.object({
   personId: z.string().uuid().describe("Person entity id (UUID)."),
   includeRelated: z.boolean().optional().describe("When true, include notes, activities, deals, addresses, tasks, and tags (each capped at 100).")
 });
-function toIso(value) {
-  if (!value) return null;
-  const dt = value instanceof Date ? value : new Date(String(value));
-  if (Number.isNaN(dt.getTime())) return null;
-  return dt.toISOString();
-}
 const getPersonTool = {
   name: "customers.get_person",
   displayName: "Get person",
@@ -141,81 +117,7 @@ const getPersonTool = {
     const customFields = data.customFields ?? {};
     let related = null;
     if (includeRelated) {
-      const addresses = Array.isArray(data.addresses) ? data.addresses : [];
-      const activities = Array.isArray(data.activities) ? data.activities : [];
-      const notes = Array.isArray(data.comments) ? data.comments : [];
-      const todos = Array.isArray(data.todos) ? data.todos : [];
-      const interactions = Array.isArray(data.interactions) ? data.interactions : [];
-      const tagsRows = Array.isArray(data.tags) ? data.tags : [];
-      const dealsRows = Array.isArray(data.deals) ? data.deals : [];
-      related = {
-        addresses: addresses.map((address) => ({
-          id: address.id,
-          name: address.name ?? null,
-          purpose: address.purpose ?? null,
-          addressLine1: address.addressLine1 ?? null,
-          addressLine2: address.addressLine2 ?? null,
-          city: address.city ?? null,
-          region: address.region ?? null,
-          postalCode: address.postalCode ?? null,
-          country: address.country ?? null,
-          isPrimary: !!address.isPrimary
-        })),
-        activities: activities.map((activity) => ({
-          id: activity.id,
-          activityType: activity.activityType,
-          subject: activity.subject ?? null,
-          body: activity.body ?? null,
-          occurredAt: toIso(activity.occurredAt),
-          createdAt: toIso(activity.createdAt)
-        })),
-        notes: notes.map((comment) => ({
-          id: comment.id,
-          body: comment.body,
-          authorUserId: comment.authorUserId ?? null,
-          createdAt: toIso(comment.createdAt)
-        })),
-        tasks: todos.map((task) => ({
-          id: task.id,
-          todoId: task.todoId ?? task.id,
-          todoSource: task.todoSource ?? null,
-          createdAt: toIso(task.createdAt)
-        })),
-        interactions: interactions.map((interaction) => ({
-          id: interaction.id,
-          interactionType: interaction.interactionType,
-          title: interaction.title ?? null,
-          status: interaction.status,
-          scheduledAt: toIso(interaction.scheduledAt),
-          occurredAt: toIso(interaction.occurredAt)
-        })),
-        tags: tagsRows.map((tag) => {
-          if (!tag || typeof tag !== "object") return null;
-          const id = typeof tag.id === "string" ? tag.id : null;
-          const label = typeof tag.label === "string" ? tag.label : null;
-          if (!id || !label) return null;
-          const slug = typeof tag.slug === "string" ? tag.slug : label;
-          const color = typeof tag.color === "string" ? tag.color : null;
-          return { id, slug, label, color };
-        }).filter(
-          (entry) => entry !== null
-        ),
-        deals: dealsRows.map((deal) => {
-          if (!deal || typeof deal !== "object") return null;
-          const id = typeof deal.id === "string" ? deal.id : null;
-          if (!id) return null;
-          return {
-            id,
-            title: typeof deal.title === "string" ? deal.title : "",
-            status: typeof deal.status === "string" ? deal.status : null,
-            pipelineStageId: typeof deal.pipelineStageId === "string" ? deal.pipelineStageId : null,
-            valueAmount: typeof deal.valueAmount === "string" ? deal.valueAmount : deal.valueAmount === null || deal.valueAmount === void 0 ? null : String(deal.valueAmount),
-            valueCurrency: typeof deal.valueCurrency === "string" ? deal.valueCurrency : null
-          };
-        }).filter(
-          (value) => value !== null
-        )
-      };
+      related = buildRelatedRecords(data);
     }
     return {
       found: true,