@open-mercato/core 0.6.6-develop.6525.1.e9a4b56963 → 0.6.6-develop.6529.1.e1de4b3f27

package/dist/modules/sales/lib/shipments/snapshots.js

@@ -1,5 +1,5 @@
 import { randomUUID } from "crypto";
-import { SalesOrderLine, SalesShipmentItem } from "../../data/entities.js";
+import { SalesOrderLine, SalesShipment, SalesShipmentItem } from "../../data/entities.js";
 import { findWithDecryption } from "@open-mercato/shared/lib/encryption/find";
 const cloneJson = (value) => {
   if (value === null || value === void 0) return value;
@@ -84,9 +84,35 @@ const refreshShipmentItemsSnapshot = async (em, shipment, options) => {
   shipment.itemsSnapshot = snapshot.length ? snapshot : null;
   return snapshot;
 };
+const loadShippedQuantityByLine = async (em, orderId, scope) => {
+  const shipments = await findWithDecryption(
+    em,
+    SalesShipment,
+    { order: orderId, deletedAt: null },
+    {},
+    scope
+  );
+  const shippedByLine = /* @__PURE__ */ new Map();
+  if (!shipments.length) return shippedByLine;
+  const items = await findWithDecryption(
+    em,
+    SalesShipmentItem,
+    { shipment: { $in: shipments.map((shipment) => shipment.id) } },
+    {},
+    scope
+  );
+  items.forEach((item) => {
+    const orderLineId = typeof item.orderLine === "string" ? item.orderLine : item.orderLine?.id ?? null;
+    if (!orderLineId) return;
+    const next = (shippedByLine.get(orderLineId) ?? 0) + coerceShipmentQuantity(item.quantity);
+    shippedByLine.set(orderLineId, next);
+  });
+  return shippedByLine;
+};
 export {
   buildShipmentItemSnapshots,
   coerceShipmentQuantity,
+  loadShippedQuantityByLine,
   readShipmentItemsSnapshot,
   refreshShipmentItemsSnapshot
 };

package/dist/modules/sales/lib/shipments/snapshots.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../src/modules/sales/lib/shipments/snapshots.ts"],
-  "sourcesContent": ["import { randomUUID } from 'crypto'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { SalesOrderLine, SalesShipment, SalesShipmentItem } from '../../data/entities'\nimport type { ShipmentItemSnapshot } from './types'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\n\nconst cloneJson = <T>(value: T): T => {\n  if (value === null || value === undefined) return value\n  return JSON.parse(JSON.stringify(value)) as T\n}\n\nexport const coerceShipmentQuantity = (value: unknown): number => {\n  if (typeof value === 'number' && Number.isFinite(value)) return value\n  if (typeof value === 'string' && value.trim().length) {\n    const parsed = Number(value)\n    if (!Number.isNaN(parsed)) return parsed\n  }\n  return 0\n}\n\nconst extractOrderLineId = (entry: SalesShipmentItem): string | null => {\n  const raw =\n    typeof entry.orderLine === 'string'\n      ? entry.orderLine\n      : entry.orderLine?.id ?? (entry as any).orderLineId ?? null\n  return typeof raw === 'string' ? raw : null\n}\n\nconst ensureLineMap = async ( // NOSONAR \u2014 returns same Map ref but populated from DB between early return and final return\n  em: EntityManager,\n  items: SalesShipmentItem[],\n  lineMap?: Map<string, SalesOrderLine>\n): Promise<Map<string, SalesOrderLine>> => {\n  const map = lineMap ?? new Map<string, SalesOrderLine>()\n  const missing: string[] = []\n  items.forEach((item) => {\n    const lineId = extractOrderLineId(item)\n    if (!lineId || map.has(lineId)) return\n    missing.push(lineId)\n  })\n  if (!missing.length) return map\n  const lines = await em.find(SalesOrderLine, { id: { $in: missing } })\n  lines.forEach((line) => map.set(line.id, line))\n  return map\n}\n\nexport const buildShipmentItemSnapshots = (\n  items: SalesShipmentItem[],\n  options?: { lineMap?: Map<string, SalesOrderLine> }\n): ShipmentItemSnapshot[] => {\n  const map = options?.lineMap ?? new Map<string, SalesOrderLine>()\n  return items\n    .map((item) => {\n      const orderLineId = extractOrderLineId(item)\n      if (!orderLineId) return null\n      const line = map.get(orderLineId) ?? null\n      const id = typeof item.id === 'string' ? item.id : randomUUID()\n      const quantity = coerceShipmentQuantity(item.quantity)\n      const metadata =\n        item.metadata && typeof item.metadata === 'object' ? cloneJson(item.metadata) : null\n      return {\n        id,\n        orderLineId,\n        orderLineName: line?.name ?? null,\n        orderLineNumber: line?.lineNumber ?? null,\n        quantity,\n        metadata,\n      } satisfies ShipmentItemSnapshot\n    })\n    .filter((entry): entry is ShipmentItemSnapshot => Boolean(entry))\n}\n\nexport const readShipmentItemsSnapshot = (raw: unknown): ShipmentItemSnapshot[] => {\n  if (!Array.isArray(raw)) return []\n  return raw\n    .map((entry) => {\n      if (!entry || typeof entry !== 'object') return null\n      const orderLineId =\n        typeof (entry as any).orderLineId === 'string'\n          ? (entry as any).orderLineId\n          : typeof (entry as any).order_line_id === 'string'\n            ? (entry as any).order_line_id\n            : null\n      if (!orderLineId) return null\n      const quantity = coerceShipmentQuantity((entry as any).quantity)\n      const orderLineNumberRaw = (entry as any).orderLineNumber ?? (entry as any).order_line_number\n      const orderLineNumber =\n        typeof orderLineNumberRaw === 'number' && Number.isFinite(orderLineNumberRaw)\n          ? orderLineNumberRaw\n          : typeof orderLineNumberRaw === 'string' && orderLineNumberRaw.trim().length\n            ? Number(orderLineNumberRaw)\n            : null\n      const metadata =\n        (entry as any).metadata && typeof (entry as any).metadata === 'object'\n          ? cloneJson((entry as any).metadata as Record<string, unknown>)\n          : null\n      const orderLineName =\n        typeof (entry as any).orderLineName === 'string'\n          ? (entry as any).orderLineName\n          : typeof (entry as any).order_line_name === 'string'\n            ? (entry as any).order_line_name\n            : null\n      const id =\n        typeof (entry as any).id === 'string' && (entry as any).id.length\n          ? (entry as any).id\n          : randomUUID()\n      return {\n        id,\n        orderLineId,\n        orderLineName,\n        orderLineNumber: Number.isFinite(orderLineNumber) ? Number(orderLineNumber) : null,\n        quantity,\n        metadata,\n      } satisfies ShipmentItemSnapshot\n    })\n    .filter((entry): entry is ShipmentItemSnapshot => Boolean(entry))\n}\n\nexport const refreshShipmentItemsSnapshot = async (\n  em: EntityManager,\n  shipment: SalesShipment,\n  options?: { items?: SalesShipmentItem[]; lineMap?: Map<string, SalesOrderLine> }\n): Promise<ShipmentItemSnapshot[]> => {\n  const items =\n    options?.items ??\n    (await findWithDecryption(\n      em,\n      SalesShipmentItem,\n      { shipment },\n      { populate: ['orderLine'] },\n      { tenantId: shipment.tenantId ?? null, organizationId: shipment.organizationId ?? null },\n    ))\n  const map = await ensureLineMap(em, items, options?.lineMap)\n  const snapshot = buildShipmentItemSnapshots(items, { lineMap: map })\n  shipment.itemsSnapshot = snapshot.length ? snapshot : null\n  return snapshot\n}\n\nexport type { ShipmentItemSnapshot } from './types'\n"],
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+  "sourcesContent": ["import { randomUUID } from 'crypto'\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { SalesOrderLine, SalesShipment, SalesShipmentItem } from '../../data/entities'\nimport type { ShipmentItemSnapshot } from './types'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\n\nconst cloneJson = <T>(value: T): T => {\n  if (value === null || value === undefined) return value\n  return JSON.parse(JSON.stringify(value)) as T\n}\n\nexport const coerceShipmentQuantity = (value: unknown): number => {\n  if (typeof value === 'number' && Number.isFinite(value)) return value\n  if (typeof value === 'string' && value.trim().length) {\n    const parsed = Number(value)\n    if (!Number.isNaN(parsed)) return parsed\n  }\n  return 0\n}\n\nconst extractOrderLineId = (entry: SalesShipmentItem): string | null => {\n  const raw =\n    typeof entry.orderLine === 'string'\n      ? entry.orderLine\n      : entry.orderLine?.id ?? (entry as any).orderLineId ?? null\n  return typeof raw === 'string' ? raw : null\n}\n\nconst ensureLineMap = async ( // NOSONAR \u2014 returns same Map ref but populated from DB between early return and final return\n  em: EntityManager,\n  items: SalesShipmentItem[],\n  lineMap?: Map<string, SalesOrderLine>\n): Promise<Map<string, SalesOrderLine>> => {\n  const map = lineMap ?? new Map<string, SalesOrderLine>()\n  const missing: string[] = []\n  items.forEach((item) => {\n    const lineId = extractOrderLineId(item)\n    if (!lineId || map.has(lineId)) return\n    missing.push(lineId)\n  })\n  if (!missing.length) return map\n  const lines = await em.find(SalesOrderLine, { id: { $in: missing } })\n  lines.forEach((line) => map.set(line.id, line))\n  return map\n}\n\nexport const buildShipmentItemSnapshots = (\n  items: SalesShipmentItem[],\n  options?: { lineMap?: Map<string, SalesOrderLine> }\n): ShipmentItemSnapshot[] => {\n  const map = options?.lineMap ?? new Map<string, SalesOrderLine>()\n  return items\n    .map((item) => {\n      const orderLineId = extractOrderLineId(item)\n      if (!orderLineId) return null\n      const line = map.get(orderLineId) ?? null\n      const id = typeof item.id === 'string' ? item.id : randomUUID()\n      const quantity = coerceShipmentQuantity(item.quantity)\n      const metadata =\n        item.metadata && typeof item.metadata === 'object' ? cloneJson(item.metadata) : null\n      return {\n        id,\n        orderLineId,\n        orderLineName: line?.name ?? null,\n        orderLineNumber: line?.lineNumber ?? null,\n        quantity,\n        metadata,\n      } satisfies ShipmentItemSnapshot\n    })\n    .filter((entry): entry is ShipmentItemSnapshot => Boolean(entry))\n}\n\nexport const readShipmentItemsSnapshot = (raw: unknown): ShipmentItemSnapshot[] => {\n  if (!Array.isArray(raw)) return []\n  return raw\n    .map((entry) => {\n      if (!entry || typeof entry !== 'object') return null\n      const orderLineId =\n        typeof (entry as any).orderLineId === 'string'\n          ? (entry as any).orderLineId\n          : typeof (entry as any).order_line_id === 'string'\n            ? (entry as any).order_line_id\n            : null\n      if (!orderLineId) return null\n      const quantity = coerceShipmentQuantity((entry as any).quantity)\n      const orderLineNumberRaw = (entry as any).orderLineNumber ?? (entry as any).order_line_number\n      const orderLineNumber =\n        typeof orderLineNumberRaw === 'number' && Number.isFinite(orderLineNumberRaw)\n          ? orderLineNumberRaw\n          : typeof orderLineNumberRaw === 'string' && orderLineNumberRaw.trim().length\n            ? Number(orderLineNumberRaw)\n            : null\n      const metadata =\n        (entry as any).metadata && typeof (entry as any).metadata === 'object'\n          ? cloneJson((entry as any).metadata as Record<string, unknown>)\n          : null\n      const orderLineName =\n        typeof (entry as any).orderLineName === 'string'\n          ? (entry as any).orderLineName\n          : typeof (entry as any).order_line_name === 'string'\n            ? (entry as any).order_line_name\n            : null\n      const id =\n        typeof (entry as any).id === 'string' && (entry as any).id.length\n          ? (entry as any).id\n          : randomUUID()\n      return {\n        id,\n        orderLineId,\n        orderLineName,\n        orderLineNumber: Number.isFinite(orderLineNumber) ? Number(orderLineNumber) : null,\n        quantity,\n        metadata,\n      } satisfies ShipmentItemSnapshot\n    })\n    .filter((entry): entry is ShipmentItemSnapshot => Boolean(entry))\n}\n\nexport const refreshShipmentItemsSnapshot = async (\n  em: EntityManager,\n  shipment: SalesShipment,\n  options?: { items?: SalesShipmentItem[]; lineMap?: Map<string, SalesOrderLine> }\n): Promise<ShipmentItemSnapshot[]> => {\n  const items =\n    options?.items ??\n    (await findWithDecryption(\n      em,\n      SalesShipmentItem,\n      { shipment },\n      { populate: ['orderLine'] },\n      { tenantId: shipment.tenantId ?? null, organizationId: shipment.organizationId ?? null },\n    ))\n  const map = await ensureLineMap(em, items, options?.lineMap)\n  const snapshot = buildShipmentItemSnapshots(items, { lineMap: map })\n  shipment.itemsSnapshot = snapshot.length ? snapshot : null\n  return snapshot\n}\n\nexport const loadShippedQuantityByLine = async (\n  em: EntityManager,\n  orderId: string,\n  scope: { tenantId: string; organizationId: string },\n): Promise<Map<string, number>> => {\n  const shipments = await findWithDecryption(\n    em,\n    SalesShipment,\n    { order: orderId, deletedAt: null },\n    {},\n    scope,\n  )\n  const shippedByLine = new Map<string, number>()\n  if (!shipments.length) return shippedByLine\n  const items = await findWithDecryption(\n    em,\n    SalesShipmentItem,\n    { shipment: { $in: shipments.map((shipment) => shipment.id) } },\n    {},\n    scope,\n  )\n  items.forEach((item) => {\n    const orderLineId = typeof item.orderLine === 'string' ? item.orderLine : (item.orderLine?.id ?? null)\n    if (!orderLineId) return\n    const next = (shippedByLine.get(orderLineId) ?? 0) + coerceShipmentQuantity(item.quantity)\n    shippedByLine.set(orderLineId, next)\n  })\n  return shippedByLine\n}\n\nexport type { ShipmentItemSnapshot } from './types'\n"],
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   "names": []
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@open-mercato/core",
-  "version": "0.6.6-develop.6525.1.e9a4b56963",
+  "version": "0.6.6-develop.6529.1.e1de4b3f27",
   "license": "MIT",
   "type": "module",
   "main": "./dist/index.js",
@@ -253,16 +253,16 @@
     "zod": "^4.4.3"
   },
   "peerDependencies": {
-    "@open-mercato/ai-assistant": "0.6.6-develop.6525.1.e9a4b56963",
-    "@open-mercato/shared": "0.6.6-develop.6525.1.e9a4b56963",
-    "@open-mercato/ui": "0.6.6-develop.6525.1.e9a4b56963",
+    "@open-mercato/ai-assistant": "0.6.6-develop.6529.1.e1de4b3f27",
+    "@open-mercato/shared": "0.6.6-develop.6529.1.e1de4b3f27",
+    "@open-mercato/ui": "0.6.6-develop.6529.1.e1de4b3f27",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
   "devDependencies": {
-    "@open-mercato/ai-assistant": "0.6.6-develop.6525.1.e9a4b56963",
-    "@open-mercato/shared": "0.6.6-develop.6525.1.e9a4b56963",
-    "@open-mercato/ui": "0.6.6-develop.6525.1.e9a4b56963",
+    "@open-mercato/ai-assistant": "0.6.6-develop.6529.1.e1de4b3f27",
+    "@open-mercato/shared": "0.6.6-develop.6529.1.e1de4b3f27",
+    "@open-mercato/ui": "0.6.6-develop.6529.1.e1de4b3f27",
     "@testing-library/dom": "^10.4.1",
     "@testing-library/jest-dom": "^6.9.1",
     "@testing-library/react": "^16.3.1",

package/src/modules/customer_accounts/AGENTS.md

@@ -306,15 +306,17 @@ Both link to `/backend/customer_accounts/{sourceEntityId}` for staff review.
 
 | Spot ID | Widget | Purpose |
 |---------|--------|---------|
-| `customers.person` | `account-status` | Shows portal account status on Customers v2 person detail forms |
-| `crud-form:customers.person` | `account-status` | Alias for CrudForm hosts deriving the spot from `customers.person` |
-| `crud-form:customers:customer_person_profile:fields` | `account-status` | Shows portal account status on CRM person detail page |
-| `customers.company` | `company-users` | Shows portal users on Customers v2 company detail forms |
-| `crud-form:customers.company` | `company-users` | Alias for CrudForm hosts deriving the spot from `customers.company` |
-| `crud-form:customers:customer_company_profile:fields` | `company-users` | Shows portal users linked to a CRM company |
+| `customers.person` | `account-status` | Alias for hosts requesting the bare `customers.person` entity spot |
+| `crud-form:customers.person` | `account-status` | Shows portal account status on the person v2 detail page (`people-v2/[id]`) |
+| `customers.company` | `company-users` | Alias for hosts requesting the bare `customers.company` entity spot |
+| `crud-form:customers.company` | `company-users` | Shows portal users on the company v2 detail page (`companies-v2/[id]`) |
 
 Both inject as column 2 groups with priority 200, gated by `customer_accounts.view` feature.
 
+CrudForm derives its spot id as `crud-form:${entityId}` with every `:` normalized to `.`, so a
+registered `crud-form:` key whose entity segment still contains `:` can never be requested by any
+host. Register against the normalized (dot) form only — `injection-table.test.ts` enforces this.
+
 ## Backend Pages
 
 | Path | Purpose |

package/src/modules/customer_accounts/widgets/injection-table.ts

@@ -19,10 +19,8 @@ const companyUsersWidget = {
 export const injectionTable: ModuleInjectionTable = {
   'customers.person': [accountStatusWidget],
   'crud-form:customers.person': [accountStatusWidget],
-  'crud-form:customers:customer_person_profile:fields': [accountStatusWidget],
   'customers.company': [companyUsersWidget],
   'crud-form:customers.company': [companyUsersWidget],
-  'crud-form:customers:customer_company_profile:fields': [companyUsersWidget],
   // Step 4.10 — Portal AiChat injection example.
   // Mapped to the portal profile page's `pageAfter('profile')` spot;
   // third-party modules targeting other portal pages can copy this entry.

package/src/modules/customers/backend/customers/companies-v2/[id]/page.tsx

@@ -31,6 +31,7 @@ import type { TagsSectionController } from '@open-mercato/ui/backend/detail'
 import { coerceDisplayName } from '../../../../lib/displayName'
 import { CompanyDetailHeader } from '../../../../components/detail/CompanyDetailHeader'
 import { CompanyDetailTabs, resolveLegacyTab, type CompanyTabId } from '../../../../components/detail/CompanyDetailTabs'
+import { useDealsAccess } from '../../../../components/detail/useDealsAccess'
 import { CompanyKpiBar } from '../../../../components/detail/CompanyKpiBar'
 import { ScheduleActivityDialog, type ScheduleActivityEditData } from '../../../../components/detail/ScheduleActivityDialog'
 import { ChangelogTab } from '../../../../components/detail/ChangelogTab'
@@ -69,6 +70,7 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
   }, [searchParams])
   const [activeTab, setActiveTab] = React.useState<CompanyTabId>(initialTab)
   const [sectionAction, setSectionAction] = React.useState<SectionAction | null>(null)
+  const { canViewDeals, isReady: isDealsAccessReady } = useDealsAccess()
 
   // Form state
   const [isDirty, setIsDirty] = React.useState(false)
@@ -328,6 +330,14 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
     setSectionAction(null)
   }, [activeTab])
 
+  // A `?tab=deals` deep link must not strand users without `customers.deals.view`
+  // on a tab that no longer exists for them. Wait for the granted features to load
+  // so a permitted user is never bounced off the tab mid-fetch.
+  React.useEffect(() => {
+    if (!isDealsAccessReady || canViewDeals) return
+    setActiveTab((current) => (current === 'deals' ? 'people' : current))
+  }, [isDealsAccessReady, canViewDeals])
+
   // Deals scope
   const dealsScope = React.useMemo(
     () => (currentCompanyId ? ({ kind: 'company', entityId: currentCompanyId } as const) : null),
@@ -544,7 +554,7 @@ export default function CompanyDetailV2Page({ params }: { params?: { id?: string
                   />
                 )}
 
-                {activeTab === 'deals' && (
+                {activeTab === 'deals' && canViewDeals && (
                   <DealsSection
                     scope={dealsScope}
                     emptyLabel={t('customers.companies.detail.empty.deals', 'No deals linked to this company.')}

package/src/modules/customers/components/detail/CompanyDetailTabs.tsx

@@ -14,6 +14,7 @@ import {
   Plus,
 } from 'lucide-react'
 import type { SectionAction } from '@open-mercato/ui/backend/detail'
+import { useDealsAccess } from './useDealsAccess'
 
 export type CompanyTabId =
   | 'people'
@@ -87,6 +88,7 @@ export function CompanyDetailTabs({
   children,
 }: CompanyDetailTabsProps) {
   const t = useT()
+  const { canViewDeals } = useDealsAccess()
 
   const builtInTabs: TabDef[] = React.useMemo(
     () => [
@@ -96,12 +98,16 @@ export function CompanyDetailTabs({
         icon: <Users className="size-4" />,
         badge: <CountBadge count={peopleCount} />,
       },
-      {
-        id: 'deals',
-        label: t('customers.companies.detail.tabs.deals', 'Deals'),
-        icon: <Handshake className="size-4" />,
-        badge: <CountBadge count={dealsCount} />,
-      },
+      ...(canViewDeals
+        ? [
+            {
+              id: 'deals' as CompanyTabId,
+              label: t('customers.companies.detail.tabs.deals', 'Deals'),
+              icon: <Handshake className="size-4" />,
+              badge: <CountBadge count={dealsCount} />,
+            },
+          ]
+        : []),
       {
         id: 'activity-log',
         label: t('customers.companies.detail.tabs.activityLog', 'Activity log'),
@@ -121,7 +127,7 @@ export function CompanyDetailTabs({
         badge: <CountBadge count={filesCount} />,
       },
     ],
-    [t, peopleCount, dealsCount, activitiesCount, filesCount],
+    [t, canViewDeals, peopleCount, dealsCount, activitiesCount, filesCount],
   )
 
   const allTabs: TabDef[] = React.useMemo(

package/src/modules/customers/components/detail/useDealsAccess.ts

@@ -0,0 +1,19 @@
+"use client"
+
+import * as React from 'react'
+import { useBackendChrome } from '@open-mercato/ui/backend/BackendChromeProvider'
+import { hasFeature } from '@open-mercato/shared/security/features'
+
+export type DealsAccess = {
+  canViewDeals: boolean
+  isReady: boolean
+}
+
+export function useDealsAccess(): DealsAccess {
+  const { payload, isReady } = useBackendChrome()
+  const canViewDeals = React.useMemo(
+    () => hasFeature(payload?.grantedFeatures ?? [], 'customers.deals.view'),
+    [payload?.grantedFeatures],
+  )
+  return { canViewDeals, isReady }
+}

package/src/modules/sales/commands/documents.ts

@@ -125,6 +125,7 @@ import {
   type SalesLineCalculationResult,
   type SalesDocumentCalculationResult,
 } from "../lib/types";
+import { loadShippedQuantityByLine } from "../lib/shipments/snapshots";
 import { resolveDictionaryEntryValue } from "../lib/dictionaries";
 import { resolveStatusEntryIdByValue } from "../lib/statusHelpers";
 import { SalesDocumentNumberGenerator } from "../services/salesDocumentNumberGenerator";
@@ -6521,6 +6522,69 @@ const quoteAdjustmentDeleteSchema = z.object({
   quoteId: z.string().uuid(),
 });
 
+const SHIPPED_QUANTITY_TOLERANCE = 1e-6;
+
+const hasNumericChange = (
+  next: number | null | undefined,
+  previous: number | null | undefined,
+): boolean => {
+  if (next === undefined || next === null) return false;
+  if (previous === undefined || previous === null) return true;
+  return Math.abs(next - previous) > SHIPPED_QUANTITY_TOLERANCE;
+};
+
+const hasUnitChange = (
+  next: string | null | undefined,
+  previous: string | null | undefined,
+): boolean => {
+  if (next === undefined || next === null) return false;
+  const normalizedPrevious = (previous ?? "").trim().toLowerCase();
+  if (!normalizedPrevious) return false;
+  return next.trim().toLowerCase() !== normalizedPrevious;
+};
+
+async function assertShippedOrderLineEditable(
+  em: EntityManager,
+  order: SalesOrder,
+  existingSnapshot: SalesLineSnapshot | null,
+  parsed: z.infer<typeof orderLineUpsertSchema>,
+): Promise<void> {
+  const lineId = existingSnapshot?.id;
+  if (!existingSnapshot || !lineId) return;
+  const shippedByLine = await loadShippedQuantityByLine(em, order.id, {
+    tenantId: order.tenantId,
+    organizationId: order.organizationId,
+  });
+  const shippedQuantity = shippedByLine.get(lineId) ?? 0;
+  if (shippedQuantity <= 0) return;
+
+  const { translate } = await resolveTranslations();
+  const nextQuantity = parsed.quantity ?? existingSnapshot.quantity;
+  if (nextQuantity < shippedQuantity - SHIPPED_QUANTITY_TOLERANCE) {
+    throw new CrudHttpError(409, {
+      error: translate(
+        "sales.documents.items.errorQuantityBelowShipped",
+        "You cannot lower the quantity below the {{shipped}} already shipped.",
+        { shipped: shippedQuantity },
+      ),
+    });
+  }
+
+  const pricingChanged =
+    hasNumericChange(parsed.unitPriceNet, existingSnapshot.unitPriceNet) ||
+    hasNumericChange(parsed.unitPriceGross, existingSnapshot.unitPriceGross) ||
+    hasNumericChange(parsed.taxRate, existingSnapshot.taxRate) ||
+    hasUnitChange(parsed.quantityUnit, existingSnapshot.quantityUnit);
+  if (pricingChanged) {
+    throw new CrudHttpError(409, {
+      error: translate(
+        "sales.documents.items.errorPriceShipped",
+        "You cannot change the price or unit of a line that has shipped items.",
+      ),
+    });
+  }
+}
+
 const orderLineUpsertCommand: CommandHandler<
   { body?: Record<string, unknown>; query?: Record<string, unknown> },
   { orderId: string; lineId: string }
@@ -6565,6 +6629,7 @@ const orderLineUpsertCommand: CommandHandler<
     const existingSnapshot = parsed.id
       ? (lineSnapshots.find((line) => line.id === parsed.id) ?? null)
       : null;
+    await assertShippedOrderLineEditable(em, order, existingSnapshot, parsed);
     const priceMode =
       parsed.priceMode === "gross"
         ? "gross"

package/src/modules/sales/commands/returns.ts

@@ -15,8 +15,8 @@ import type { SalesCalculationService } from '../services/salesCalculationServic
 import type { SalesAdjustmentDraft, SalesLineSnapshot, SalesDocumentCalculationResult } from '../lib/types'
 import { cloneJson, deriveLineNetFromGross, ensureOrganizationScope, ensureSameScope, ensureTenantScope, extractUndoPayload, toNumericString, enforceSalesDocumentOptimisticLock, SALES_RESOURCE_KIND_ORDER, SALES_RESOURCE_KIND_RETURN } from './shared'
 import { resolveRedoSnapshot } from '@open-mercato/shared/lib/commands/redo'
-import { SalesOrder, SalesOrderAdjustment, SalesOrderLine, SalesReturn, SalesReturnLine, SalesShipment, SalesShipmentItem } from '../data/entities'
-import { coerceShipmentQuantity } from '../lib/shipments/snapshots'
+import { SalesOrder, SalesOrderAdjustment, SalesOrderLine, SalesReturn, SalesReturnLine } from '../data/entities'
+import { loadShippedQuantityByLine } from '../lib/shipments/snapshots'
 import { computeAvailableReturnQuantity } from '../lib/returnQuantity'
 import {
   returnCreateSchema,
@@ -581,36 +581,6 @@ async function restoreReturnEffects(
   return createdLines
 }
 
-async function loadShippedQuantityByLine(
-  em: EntityManager,
-  orderId: string,
-  scope: { tenantId: string; organizationId: string },
-): Promise<Map<string, number>> {
-  const shipments = await findWithDecryption(
-    em,
-    SalesShipment,
-    { order: orderId, deletedAt: null },
-    {},
-    scope,
-  )
-  const shippedByLine = new Map<string, number>()
-  if (!shipments.length) return shippedByLine
-  const items = await findWithDecryption(
-    em,
-    SalesShipmentItem,
-    { shipment: { $in: shipments.map((shipment) => shipment.id) } },
-    {},
-    scope,
-  )
-  items.forEach((item) => {
-    const orderLineId = typeof item.orderLine === 'string' ? item.orderLine : item.orderLine?.id ?? null
-    if (!orderLineId) return
-    const next = (shippedByLine.get(orderLineId) ?? 0) + coerceShipmentQuantity(item.quantity)
-    shippedByLine.set(orderLineId, next)
-  })
-  return shippedByLine
-}
-
 function normalizeLinesInput(lines: ReturnCreateInput['lines']): ReturnLineInput[] {
   const seen = new Set<string>()
   const result: ReturnLineInput[] = []

package/src/modules/sales/components/documents/ItemsSection.tsx

@@ -817,6 +817,11 @@ export function SalesDocumentItemsSection({
         organizationId={resolvedOrganizationId}
         tenantId={resolvedTenantId}
         initialLine={lineForEdit}
+        shippedQuantity={
+          lineForEdit
+            ? Math.max(0, shippedTotals.get(lineForEdit.id) ?? 0)
+            : 0
+        }
         onSaved={async () => {
           await loadItems();
           emitSalesDocumentTotalsRefresh({ documentId, kind });

package/src/modules/sales/components/documents/LineItemDialog.tsx

@@ -278,6 +278,7 @@ type SalesLineDialogProps = {
   organizationId: string | null;
   tenantId: string | null;
   initialLine?: SalesLineRecord | null;
+  shippedQuantity?: number;
   onOpenChange: (open: boolean) => void;
   onSaved?: () => Promise<void> | void;
 };
@@ -472,6 +473,7 @@ export function LineItemDialog({
   organizationId,
   tenantId,
   initialLine,
+  shippedQuantity = 0,
   onOpenChange,
   onSaved,
 }: SalesLineDialogProps) {
@@ -1326,6 +1328,14 @@ export function LineItemDialog({
           },
         );
       }
+      if (shippedQuantity > 0 && qtyNumber < shippedQuantity) {
+        const message = t(
+          "sales.documents.items.errorQuantityBelowShipped",
+          "You cannot lower the quantity below the {{shipped}} already shipped.",
+          { shipped: shippedQuantity },
+        );
+        throw createCrudFormError(message, { quantity: message });
+      }
       const resolvedQuantityUnit = (() => {
         const entered = normalizeUnitCode(values.quantityUnit);
         if (isCustomLine) return entered;

package/src/modules/sales/i18n/de.json

@@ -638,8 +638,10 @@
   "sales.documents.detail.items.errorDelete": "Position konnte nicht gelöscht werden.",
   "sales.documents.detail.items.errorDeleteShipped": "Positionen mit versandten Artikeln können nicht gelöscht werden.",
   "sales.documents.detail.items.errorLoad": "Positionen konnten nicht geladen werden.",
+  "sales.documents.detail.items.errorPriceShipped": "Preis oder Einheit einer Position mit versandten Artikeln können nicht geändert werden.",
   "sales.documents.detail.items.errorProductRequired": "Wähle ein Produkt aus, um fortzufahren.",
   "sales.documents.detail.items.errorQuantity": "Die Menge muss größer als 0 sein.",
+  "sales.documents.detail.items.errorQuantityBelowShipped": "Die Menge kann nicht unter die bereits versandten {{shipped}} gesenkt werden.",
   "sales.documents.detail.items.errorSave": "Position konnte nicht gespeichert werden.",
   "sales.documents.detail.items.errorUnitPrice": "Der Stückpreis muss größer als 0 sein.",
   "sales.documents.detail.items.errorVariantRequired": "Wähle eine Variante aus, um fortzufahren.",
@@ -950,8 +952,10 @@
   "sales.documents.items.errorDeleteShipped": "Positionen mit versandten Artikeln können nicht gelöscht werden.",
   "sales.documents.items.errorLoad": "Positionen konnten nicht geladen werden.",
   "sales.documents.items.errorNameRequired": "Name ist für benutzerdefinierte Positionen erforderlich.",
+  "sales.documents.items.errorPriceShipped": "Preis oder Einheit einer Position mit versandten Artikeln können nicht geändert werden.",
   "sales.documents.items.errorProductRequired": "Wähle ein Produkt aus, um fortzufahren.",
   "sales.documents.items.errorQuantity": "Die Menge muss größer als 0 sein.",
+  "sales.documents.items.errorQuantityBelowShipped": "Die Menge kann nicht unter die bereits versandten {{shipped}} gesenkt werden.",
   "sales.documents.items.errorSave": "Position konnte nicht gespeichert werden.",
   "sales.documents.items.errorScope": "Organisation und Mandant sind erforderlich.",
   "sales.documents.items.errorUnitPrice": "Der Stückpreis muss größer als 0 sein.",

package/src/modules/sales/i18n/en.json

@@ -638,8 +638,10 @@
   "sales.documents.detail.items.errorDelete": "Failed to delete line.",
   "sales.documents.detail.items.errorDeleteShipped": "You cannot delete a line that has shipped items.",
   "sales.documents.detail.items.errorLoad": "Failed to load items.",
+  "sales.documents.detail.items.errorPriceShipped": "You cannot change the price or unit of a line that has shipped items.",
   "sales.documents.detail.items.errorProductRequired": "Select a product to continue.",
   "sales.documents.detail.items.errorQuantity": "Quantity must be greater than 0.",
+  "sales.documents.detail.items.errorQuantityBelowShipped": "You cannot lower the quantity below the {{shipped}} already shipped.",
   "sales.documents.detail.items.errorSave": "Failed to save line.",
   "sales.documents.detail.items.errorUnitPrice": "Unit price must be greater than 0.",
   "sales.documents.detail.items.errorVariantRequired": "Select a variant to continue.",
@@ -950,8 +952,10 @@
   "sales.documents.items.errorDeleteShipped": "You cannot delete a line that has shipped items.",
   "sales.documents.items.errorLoad": "Failed to load items.",
   "sales.documents.items.errorNameRequired": "Name is required for custom lines.",
+  "sales.documents.items.errorPriceShipped": "You cannot change the price or unit of a line that has shipped items.",
   "sales.documents.items.errorProductRequired": "Select a product to continue.",
   "sales.documents.items.errorQuantity": "Quantity must be greater than 0.",
+  "sales.documents.items.errorQuantityBelowShipped": "You cannot lower the quantity below the {{shipped}} already shipped.",
   "sales.documents.items.errorSave": "Failed to save line.",
   "sales.documents.items.errorScope": "Organization and tenant are required.",
   "sales.documents.items.errorUnitPrice": "Unit price must be greater than 0.",

package/src/modules/sales/i18n/es.json

@@ -638,8 +638,10 @@
   "sales.documents.detail.items.errorDelete": "No se pudo eliminar la línea.",
   "sales.documents.detail.items.errorDeleteShipped": "No puedes eliminar una línea que ya tiene envíos.",
   "sales.documents.detail.items.errorLoad": "No se pudieron cargar los artículos.",
+  "sales.documents.detail.items.errorPriceShipped": "No puedes cambiar el precio ni la unidad de una línea que ya tiene envíos.",
   "sales.documents.detail.items.errorProductRequired": "Selecciona un producto para continuar.",
   "sales.documents.detail.items.errorQuantity": "La cantidad debe ser mayor que 0.",
+  "sales.documents.detail.items.errorQuantityBelowShipped": "No puedes reducir la cantidad por debajo de las {{shipped}} ya enviadas.",
   "sales.documents.detail.items.errorSave": "No se pudo guardar la línea.",
   "sales.documents.detail.items.errorUnitPrice": "El precio unitario debe ser mayor que 0.",
   "sales.documents.detail.items.errorVariantRequired": "Selecciona una variante para continuar.",
@@ -950,8 +952,10 @@
   "sales.documents.items.errorDeleteShipped": "No puedes eliminar una línea que ya tiene envíos.",
   "sales.documents.items.errorLoad": "No se pudieron cargar los artículos.",
   "sales.documents.items.errorNameRequired": "El nombre es obligatorio para líneas personalizadas.",
+  "sales.documents.items.errorPriceShipped": "No puedes cambiar el precio ni la unidad de una línea que ya tiene envíos.",
   "sales.documents.items.errorProductRequired": "Selecciona un producto para continuar.",
   "sales.documents.items.errorQuantity": "La cantidad debe ser mayor que 0.",
+  "sales.documents.items.errorQuantityBelowShipped": "No puedes reducir la cantidad por debajo de las {{shipped}} ya enviadas.",
   "sales.documents.items.errorSave": "No se pudo guardar la línea.",
   "sales.documents.items.errorScope": "Se requieren organización e inquilino.",
   "sales.documents.items.errorUnitPrice": "El precio unitario debe ser mayor que 0.",

package/src/modules/sales/i18n/pl.json

@@ -638,8 +638,10 @@
   "sales.documents.detail.items.errorDelete": "Nie udało się usunąć pozycji.",
   "sales.documents.detail.items.errorDeleteShipped": "Nie można usunąć pozycji, która ma wysłane sztuki.",
   "sales.documents.detail.items.errorLoad": "Nie udało się wczytać pozycji.",
+  "sales.documents.detail.items.errorPriceShipped": "Nie można zmienić ceny ani jednostki pozycji, która ma wysłane sztuki.",
   "sales.documents.detail.items.errorProductRequired": "Wybierz produkt, aby kontynuować.",
   "sales.documents.detail.items.errorQuantity": "Ilość musi być większa niż 0.",
+  "sales.documents.detail.items.errorQuantityBelowShipped": "Nie można obniżyć ilości poniżej {{shipped}} już wysłanych.",
   "sales.documents.detail.items.errorSave": "Nie udało się zapisać pozycji.",
   "sales.documents.detail.items.errorUnitPrice": "Cena jednostkowa musi być większa niż 0.",
   "sales.documents.detail.items.errorVariantRequired": "Wybierz wariant, aby kontynuować.",
@@ -950,8 +952,10 @@
   "sales.documents.items.errorDeleteShipped": "Nie można usunąć pozycji, która ma wysłane sztuki.",
   "sales.documents.items.errorLoad": "Nie udało się załadować pozycji.",
   "sales.documents.items.errorNameRequired": "Nazwa jest wymagana dla niestandardowych pozycji.",
+  "sales.documents.items.errorPriceShipped": "Nie można zmienić ceny ani jednostki pozycji, która ma wysłane sztuki.",
   "sales.documents.items.errorProductRequired": "Wybierz produkt, aby kontynuować.",
   "sales.documents.items.errorQuantity": "Ilość musi być większa niż 0.",
+  "sales.documents.items.errorQuantityBelowShipped": "Nie można obniżyć ilości poniżej {{shipped}} już wysłanych.",
   "sales.documents.items.errorSave": "Nie udało się zapisać pozycji.",
   "sales.documents.items.errorScope": "Wymagane są organizacja i najemca.",
   "sales.documents.items.errorUnitPrice": "Cena jednostkowa musi być większa niż 0.",

package/src/modules/sales/lib/shipments/snapshots.ts

@@ -136,4 +136,34 @@ export const refreshShipmentItemsSnapshot = async (
   return snapshot
 }
 
+export const loadShippedQuantityByLine = async (
+  em: EntityManager,
+  orderId: string,
+  scope: { tenantId: string; organizationId: string },
+): Promise<Map<string, number>> => {
+  const shipments = await findWithDecryption(
+    em,
+    SalesShipment,
+    { order: orderId, deletedAt: null },
+    {},
+    scope,
+  )
+  const shippedByLine = new Map<string, number>()
+  if (!shipments.length) return shippedByLine
+  const items = await findWithDecryption(
+    em,
+    SalesShipmentItem,
+    { shipment: { $in: shipments.map((shipment) => shipment.id) } },
+    {},
+    scope,
+  )
+  items.forEach((item) => {
+    const orderLineId = typeof item.orderLine === 'string' ? item.orderLine : (item.orderLine?.id ?? null)
+    if (!orderLineId) return
+    const next = (shippedByLine.get(orderLineId) ?? 0) + coerceShipmentQuantity(item.quantity)
+    shippedByLine.set(orderLineId, next)
+  })
+  return shippedByLine
+}
+
 export type { ShipmentItemSnapshot } from './types'