@open-mercato/core 0.6.7-develop.6863.1.61001cf9a8 → 0.6.7

package/dist/modules/customer_accounts/subscribers/autoLinkCrm.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customer_accounts/subscribers/autoLinkCrm.ts"],
-  "sourcesContent": ["import type { EntityManager } from '@mikro-orm/postgresql'\nimport { CustomerUser } from '@open-mercato/core/modules/customer_accounts/data/entities'\nimport { findWithDecryption, findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { resolveOwnedCompanyForPerson } from '@open-mercato/core/modules/customer_accounts/lib/customerEntityOwnership'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customer_accounts').child({ component: 'auto-link-crm' })\n\nexport const metadata = {\n  event: 'customer_accounts.user.created',\n  persistent: true,\n  id: 'customer_accounts:auto-link-crm',\n}\n\nexport default async function handle(\n  payload: unknown,\n  ctx: { resolve: <T = unknown>(name: string) => T; eventName?: string },\n): Promise<void> {\n  const data = payload as Record<string, unknown>\n  const userId = data?.id as string\n  const tenantId = data?.tenantId as string\n  const organizationId = data?.organizationId as string | undefined\n  if (!userId || !tenantId) return\n\n  const em = ctx.resolve<EntityManager>('em')\n\n  try {\n    const user = await findOneWithDecryption(em, CustomerUser, { id: userId, tenantId, deletedAt: null }, undefined, { tenantId, organizationId })\n    if (!user) return\n\n    const { CustomerEntity } = await import('@open-mercato/core/modules/customers/data/entities')\n\n    // Every lookup and write below normalizes against the user's OWN org, not just\n    // the tenant: customerEntityId is the portal's company scope key (portal user\n    // and invite routes filter on it), so adopting an entity from another org would\n    // widen the user's portal access instead of repairing it.\n    const ownScope = { tenantId, organizationId: user.organizationId }\n\n    // Defensive normalization for NEW users only \u2014 this subscriber runs on\n    // `customer_accounts.user.created`, which is never re-emitted for an existing\n    // row. customerEntityId is the CRM company FK, and earlier invite flows (#4362)\n    // could poison it with a person entity id, which then breaks every later user\n    // edit (\"Company not found\"). If the linked entity is a person (not a company)\n    // or sits outside the user's org, drop it \u2014 or recover the person's real company\n    // from their profile. Correct company links are left untouched. Rows created\n    // before this change keep their bad FK; see #4473 for the backfill.\n    if (user.customerEntityId) {\n      const linked = await findOneWithDecryption(\n        em,\n        CustomerEntity,\n        { id: user.customerEntityId, tenantId, organizationId: user.organizationId, deletedAt: null } as any,\n        undefined,\n        { tenantId, organizationId },\n      ) as any\n      if (!linked) {\n        // Not resolvable inside the user's own org \u2014 a cross-org (or deleted)\n        // entity. Clear it rather than leave it: this FK is the portal scope key.\n        await em.nativeUpdate(\n          CustomerUser,\n          { id: userId, tenantId, organizationId: user.organizationId },\n          { customerEntityId: null },\n        )\n        user.customerEntityId = null\n      } else if (linked.kind === 'person') {\n        // Only adopt a recovered company that is itself in the user's org.\n        const replacement = await resolveOwnedCompanyForPerson(em, user.customerEntityId, ownScope)\n        await em.nativeUpdate(\n          CustomerUser,\n          { id: userId, tenantId, organizationId: user.organizationId },\n          { customerEntityId: replacement },\n        )\n        user.customerEntityId = replacement\n      }\n    }\n\n    // A user invited from a CRM person card arrives with personEntityId already\n    // set, so the email-matching path below never runs for it. Derive the company\n    // FK from that person's own profile instead of leaving it null forever \u2014 the\n    // portal Users page, portal invitations, and the company detail \"Portal users\"\n    // group all key off customerEntityId (#4362).\n    if (user.personEntityId) {\n      if (user.customerEntityId) return\n      const recovered = await resolveOwnedCompanyForPerson(em, user.personEntityId, ownScope)\n      if (recovered) {\n        await em.nativeUpdate(\n          CustomerUser,\n          { id: userId, tenantId, organizationId: user.organizationId },\n          { customerEntityId: recovered },\n        )\n      }\n      return\n    }\n\n    const email = (data?.email ? (data.email as string) : user.email)?.toLowerCase().trim()\n    if (!email) return\n\n    // Scope the candidate lookup to the user's own org. The fifth argument is a\n    // decryption scope, not a filter, so without organizationId in the `where`\n    // this matches people across every org in the tenant and writes a cross-org\n    // link that the normalization block above just cleared.\n    const personEntities = await findWithDecryption(\n      em,\n      CustomerEntity,\n      { tenantId, organizationId: user.organizationId, kind: 'person', deletedAt: null } as any,\n      { limit: 500 } as any,\n      { tenantId, organizationId },\n    )\n\n    const matchingEntity = personEntities.find(\n      (e: any) => e.primaryEmail && e.primaryEmail.toLowerCase().trim() === email,\n    ) as any\n\n    if (!matchingEntity) return\n\n    const companyEntityId = await resolveOwnedCompanyForPerson(em, matchingEntity.id, ownScope)\n\n    const updates: Record<string, unknown> = { personEntityId: matchingEntity.id }\n    if (companyEntityId) {\n      updates.customerEntityId = companyEntityId\n    }\n\n    await em.nativeUpdate(\n      CustomerUser,\n      { id: userId, tenantId, organizationId: user.organizationId },\n      updates,\n    )\n  } catch (err) {\n    logger.error('Failed to link customer user to CRM person', { err })\n  }\n}\n"],
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+  "sourcesContent": ["import type { EntityManager } from '@mikro-orm/postgresql'\nimport { CustomerUser } from '@open-mercato/core/modules/customer_accounts/data/entities'\nimport { findWithDecryption, findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport { createLogger } from '@open-mercato/shared/lib/logger'\n\nconst logger = createLogger('customer_accounts').child({ component: 'auto-link-crm' })\n\nexport const metadata = {\n  event: 'customer_accounts.user.created',\n  persistent: true,\n  id: 'customer_accounts:auto-link-crm',\n}\n\nexport default async function handle(\n  payload: unknown,\n  ctx: { resolve: <T = unknown>(name: string) => T; eventName?: string },\n): Promise<void> {\n  const data = payload as Record<string, unknown>\n  const userId = data?.id as string\n  const tenantId = data?.tenantId as string\n  const organizationId = data?.organizationId as string | undefined\n  if (!userId || !tenantId) return\n\n  const em = ctx.resolve<EntityManager>('em')\n\n  try {\n    const user = await findOneWithDecryption(em, CustomerUser, { id: userId, tenantId, deletedAt: null }, undefined, { tenantId, organizationId })\n    if (!user) return\n    if (user.personEntityId) return\n\n    const email = (data?.email ? (data.email as string) : user.email)?.toLowerCase().trim()\n    if (!email) return\n\n    const { CustomerEntity } = await import('@open-mercato/core/modules/customers/data/entities')\n\n    const personEntities = await findWithDecryption(\n      em,\n      CustomerEntity,\n      { tenantId, kind: 'person', deletedAt: null } as any,\n      { limit: 500 } as any,\n      { tenantId, organizationId },\n    )\n\n    const matchingEntity = personEntities.find(\n      (e: any) => e.primaryEmail && e.primaryEmail.toLowerCase().trim() === email,\n    ) as any\n\n    if (!matchingEntity) return\n\n    const { CustomerPersonProfile } = await import('@open-mercato/core/modules/customers/data/entities')\n    const profile = await em.findOne(CustomerPersonProfile as any, { entity: matchingEntity.id } as any) as any\n    const companyEntityId = profile?.companyEntityId as string | undefined\n\n    const updates: Record<string, unknown> = { personEntityId: matchingEntity.id }\n    if (companyEntityId) {\n      updates.customerEntityId = companyEntityId\n    }\n\n    await em.nativeUpdate(CustomerUser, { id: userId }, updates)\n  } catch (err) {\n    logger.error('Failed to link customer user to CRM person', { err })\n  }\n}\n"],
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   "names": []
 }

package/dist/modules/customer_accounts/widgets/injection/account-status/widget.client.js

@@ -94,7 +94,7 @@ function InviteForm({ personEntityId, onSuccess }) {
     try {
       await runMutation({
         context: { entityType: "customer_accounts:user" },
-        mutationPayload: { personEntityId, roleIds: selectedRoleIds },
+        mutationPayload: { customerEntityId: personEntityId, roleIds: selectedRoleIds },
         operation: async () => {
           const call = await apiCall(
             "/api/customer_accounts/admin/users-invite",
@@ -105,7 +105,7 @@ function InviteForm({ personEntityId, onSuccess }) {
                 email: trimmedEmail,
                 roleIds: selectedRoleIds,
                 displayName: displayName.trim() || void 0,
-                personEntityId
+                customerEntityId: personEntityId
               })
             }
           );

package/dist/modules/customer_accounts/widgets/injection/account-status/widget.client.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/customer_accounts/widgets/injection/account-status/widget.client.tsx"],
-  "sourcesContent": ["\"use client\"\n\nimport React from 'react'\nimport { useQuery, useQueryClient } from '@tanstack/react-query'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { useGuardedMutation } from '@open-mercato/ui/backend/injection/useGuardedMutation'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { Input } from '@open-mercato/ui/primitives/input'\nimport { EmailInput } from '@open-mercato/ui/primitives/email-input'\nimport { StatusBadge } from '@open-mercato/ui/primitives/status-badge'\nimport { flash } from '@open-mercato/ui/backend/FlashMessages'\n\ninterface AccountStatusData {\n  id: string\n  email: string\n  isActive: boolean\n  emailVerified: boolean\n  lastLoginAt: string | null\n}\n\ninterface AccountStatusProps {\n  context?: {\n    entityId?: string\n    recordId?: string\n  }\n}\n\ninterface RoleOption {\n  id: string\n  name: string\n}\n\ninterface PersonData {\n  person?: {\n    primaryEmail?: string | null\n    displayName?: string | null\n  }\n  profile?: {\n    firstName?: string | null\n    lastName?: string | null\n  } | null\n}\n\nfunction InviteForm({ personEntityId, onSuccess }: { personEntityId: string; onSuccess: () => void }) {\n  const t = useT()\n  const [isLoadingPerson, setIsLoadingPerson] = React.useState(true)\n  const [email, setEmail] = React.useState('')\n  const [displayName, setDisplayName] = React.useState('')\n  const [selectedRoleIds, setSelectedRoleIds] = React.useState<string[]>([])\n  const [availableRoles, setAvailableRoles] = React.useState<RoleOption[]>([])\n  const [isLoadingRoles, setIsLoadingRoles] = React.useState(true)\n  const [isSubmitting, setIsSubmitting] = React.useState(false)\n\n  const { runMutation } = useGuardedMutation<{ entityType: string }>({\n    contextId: 'customer_accounts:account-status-invite',\n  })\n\n  React.useEffect(() => {\n    let cancelled = false\n    async function loadPerson() {\n      try {\n        const call = await apiCall<PersonData>(\n          `/api/customers/people/${encodeURIComponent(personEntityId)}`,\n        )\n        if (cancelled) return\n        if (call.ok && call.result) {\n          const person = call.result.person\n          const profile = call.result.profile\n          if (person?.primaryEmail) {\n            setEmail(person.primaryEmail)\n          }\n          const nameParts = [profile?.firstName, profile?.lastName].filter(Boolean)\n          if (nameParts.length > 0) {\n            setDisplayName(nameParts.join(' '))\n          } else if (person?.displayName) {\n            setDisplayName(person.displayName)\n          }\n        }\n      } catch {\n        /* ignore - fields will remain empty for manual entry */\n      } finally {\n        if (!cancelled) setIsLoadingPerson(false)\n      }\n    }\n    loadPerson()\n    return () => { cancelled = true }\n  }, [personEntityId])\n\n  React.useEffect(() => {\n    let cancelled = false\n    async function loadRoles() {\n      try {\n        const call = await apiCall<{ items?: RoleOption[] }>(\n          '/api/customer_accounts/admin/roles?pageSize=100',\n        )\n        if (cancelled) return\n        if (call.ok && call.result) {\n          const items = Array.isArray(call.result.items) ? call.result.items : []\n          setAvailableRoles(items.map((role) => ({ id: role.id, name: role.name })))\n        }\n      } catch {\n        /* ignore */\n      } finally {\n        if (!cancelled) setIsLoadingRoles(false)\n      }\n    }\n    loadRoles()\n    return () => { cancelled = true }\n  }, [])\n\n  function toggleRole(roleId: string) {\n    setSelectedRoleIds((prev) =>\n      prev.includes(roleId) ? prev.filter((id) => id !== roleId) : [...prev, roleId],\n    )\n  }\n\n  async function handleSubmit() {\n    const trimmedEmail = email.trim()\n    if (!trimmedEmail) {\n      flash(t('customer_accounts.widgets.invite.error.emailRequired', 'Email is required'), 'error')\n      return\n    }\n    if (selectedRoleIds.length === 0) {\n      flash(t('customer_accounts.widgets.invite.error.roleRequired', 'At least one role must be selected'), 'error')\n      return\n    }\n\n    setIsSubmitting(true)\n    try {\n      await runMutation({\n        context: { entityType: 'customer_accounts:user' },\n        mutationPayload: { personEntityId, roleIds: selectedRoleIds },\n        operation: async () => {\n          // optimistic-lock-exempt: creates a new portal invitation, not a concurrent record edit\n          const call = await apiCall<{ ok: boolean; error?: string }>(\n            '/api/customer_accounts/admin/users-invite',\n            {\n              method: 'POST',\n              headers: { 'content-type': 'application/json' },\n              body: JSON.stringify({\n                email: trimmedEmail,\n                roleIds: selectedRoleIds,\n                displayName: displayName.trim() || undefined,\n                personEntityId,\n              }),\n            },\n          )\n\n          if (!call.ok) {\n            const errorMessage = (call.result as Record<string, unknown> | null)?.error as string | undefined\n            flash(errorMessage || t('customer_accounts.widgets.invite.error.failed', 'Failed to send invitation'), 'error')\n            return\n          }\n\n          flash(t('customer_accounts.widgets.invite.success', 'Invitation sent successfully'), 'success')\n          onSuccess()\n        },\n      })\n    } catch {\n      flash(t('customer_accounts.widgets.invite.error.failed', 'Failed to send invitation'), 'error')\n    } finally {\n      setIsSubmitting(false)\n    }\n  }\n\n  const isLoading = isLoadingPerson || isLoadingRoles\n\n  if (isLoading) {\n    return (\n      <div className=\"text-sm text-muted-foreground py-2\">\n        {t('common.loading', 'Loading...')}\n      </div>\n    )\n  }\n\n  return (\n    <div className=\"space-y-3 mt-2\">\n      <div>\n        <label htmlFor=\"invite-email\" className=\"block text-xs font-medium text-muted-foreground mb-1\">\n          {t('common.email', 'Email')}\n        </label>\n        <EmailInput\n          id=\"invite-email\"\n          size=\"sm\"\n          value={email}\n          onChange={(event) => setEmail(event.target.value)}\n          required\n          disabled={isSubmitting}\n        />\n      </div>\n\n      <div>\n        <label htmlFor=\"invite-display-name\" className=\"block text-xs font-medium text-muted-foreground mb-1\">\n          {t('customer_accounts.widgets.invite.displayName', 'Display Name')}\n        </label>\n        <Input\n          id=\"invite-display-name\"\n          type=\"text\"\n          size=\"sm\"\n          value={displayName}\n          onChange={(event) => setDisplayName(event.target.value)}\n          disabled={isSubmitting}\n        />\n      </div>\n\n      <div>\n        <div className=\"text-xs font-medium text-muted-foreground mb-1.5\">\n          {t('customer_accounts.widgets.invite.roles', 'Roles')}\n        </div>\n        {availableRoles.length === 0 ? (\n          <div className=\"text-xs text-muted-foreground\">\n            {t('customer_accounts.widgets.invite.noRoles', 'No roles available')}\n          </div>\n        ) : (\n          <div className=\"flex flex-wrap gap-1.5\">\n            {availableRoles.map((role) => (\n              <Button\n                key={role.id}\n                type=\"button\"\n                variant={selectedRoleIds.includes(role.id) ? 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'\u2713' : '\u2717'}</span>\n          </div>\n        )}\n        {data.lastLoginAt && (\n          <div className=\"flex justify-between\">\n            <span className=\"text-muted-foreground\">{t('customer_accounts.widgets.lastLogin', 'Last Login')}</span>\n            <span>{new Date(data.lastLoginAt).toLocaleDateString()}</span>\n          </div>\n        )}\n      </div>\n      <div className=\"mt-2\">\n        <a\n          href={`/backend/customer_accounts/users/${data.id}`}\n          className=\"text-xs text-primary hover:underline\"\n        >\n          {t('customer_accounts.widgets.viewAccount', 'View account details \u2192')}\n        </a>\n      </div>\n    </div>\n  )\n}\n"],
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+  "sourcesContent": ["\"use client\"\n\nimport React from 'react'\nimport { useQuery, useQueryClient } from '@tanstack/react-query'\nimport { apiCall } from '@open-mercato/ui/backend/utils/apiCall'\nimport { useGuardedMutation } from '@open-mercato/ui/backend/injection/useGuardedMutation'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport { Input } from '@open-mercato/ui/primitives/input'\nimport { EmailInput } from '@open-mercato/ui/primitives/email-input'\nimport { StatusBadge } from '@open-mercato/ui/primitives/status-badge'\nimport { flash } from '@open-mercato/ui/backend/FlashMessages'\n\ninterface AccountStatusData {\n  id: string\n  email: string\n  isActive: boolean\n  emailVerified: boolean\n  lastLoginAt: string | null\n}\n\ninterface AccountStatusProps {\n  context?: {\n    entityId?: string\n    recordId?: string\n  }\n}\n\ninterface RoleOption {\n  id: string\n  name: string\n}\n\ninterface PersonData {\n  person?: {\n    primaryEmail?: string | null\n    displayName?: string | null\n  }\n  profile?: {\n    firstName?: string | null\n    lastName?: string | null\n  } | null\n}\n\nfunction InviteForm({ personEntityId, onSuccess }: { personEntityId: string; onSuccess: () => void }) {\n  const t = useT()\n  const [isLoadingPerson, setIsLoadingPerson] = React.useState(true)\n  const [email, setEmail] = React.useState('')\n  const [displayName, setDisplayName] = React.useState('')\n  const [selectedRoleIds, setSelectedRoleIds] = React.useState<string[]>([])\n  const [availableRoles, setAvailableRoles] = React.useState<RoleOption[]>([])\n  const [isLoadingRoles, setIsLoadingRoles] = React.useState(true)\n  const [isSubmitting, setIsSubmitting] = React.useState(false)\n\n  const { runMutation } = useGuardedMutation<{ entityType: string }>({\n    contextId: 'customer_accounts:account-status-invite',\n  })\n\n  React.useEffect(() => {\n    let cancelled = false\n    async function loadPerson() {\n      try {\n        const call = await apiCall<PersonData>(\n          `/api/customers/people/${encodeURIComponent(personEntityId)}`,\n        )\n        if (cancelled) return\n        if (call.ok && call.result) {\n          const person = call.result.person\n          const profile = call.result.profile\n          if (person?.primaryEmail) {\n            setEmail(person.primaryEmail)\n          }\n          const nameParts = [profile?.firstName, profile?.lastName].filter(Boolean)\n          if (nameParts.length > 0) {\n            setDisplayName(nameParts.join(' '))\n          } else if (person?.displayName) {\n            setDisplayName(person.displayName)\n          }\n        }\n      } catch {\n        /* ignore - fields will remain empty for manual entry */\n      } finally {\n        if (!cancelled) setIsLoadingPerson(false)\n      }\n    }\n    loadPerson()\n    return () => { cancelled = true }\n  }, [personEntityId])\n\n  React.useEffect(() => {\n    let cancelled = false\n    async function loadRoles() {\n      try {\n        const call = await apiCall<{ items?: RoleOption[] }>(\n          '/api/customer_accounts/admin/roles?pageSize=100',\n        )\n        if (cancelled) return\n        if (call.ok && call.result) {\n          const items = Array.isArray(call.result.items) ? call.result.items : []\n          setAvailableRoles(items.map((role) => ({ id: role.id, name: role.name })))\n        }\n      } catch {\n        /* ignore */\n      } finally {\n        if (!cancelled) setIsLoadingRoles(false)\n      }\n    }\n    loadRoles()\n    return () => { cancelled = true }\n  }, [])\n\n  function toggleRole(roleId: string) {\n    setSelectedRoleIds((prev) =>\n      prev.includes(roleId) ? prev.filter((id) => id !== roleId) : [...prev, roleId],\n    )\n  }\n\n  async function handleSubmit() {\n    const trimmedEmail = email.trim()\n    if (!trimmedEmail) {\n      flash(t('customer_accounts.widgets.invite.error.emailRequired', 'Email is required'), 'error')\n      return\n    }\n    if (selectedRoleIds.length === 0) {\n      flash(t('customer_accounts.widgets.invite.error.roleRequired', 'At least one role must be selected'), 'error')\n      return\n    }\n\n    setIsSubmitting(true)\n    try {\n      await runMutation({\n        context: { entityType: 'customer_accounts:user' },\n        mutationPayload: { customerEntityId: personEntityId, roleIds: selectedRoleIds },\n        operation: async () => {\n          // optimistic-lock-exempt: creates a new portal invitation, not a concurrent record edit\n          const call = await apiCall<{ ok: boolean; error?: string }>(\n            '/api/customer_accounts/admin/users-invite',\n            {\n              method: 'POST',\n              headers: { 'content-type': 'application/json' },\n              body: JSON.stringify({\n                email: trimmedEmail,\n                roleIds: selectedRoleIds,\n                displayName: displayName.trim() || undefined,\n                customerEntityId: personEntityId,\n              }),\n            },\n          )\n\n          if (!call.ok) {\n            const errorMessage = (call.result as Record<string, unknown> | null)?.error as string | undefined\n            flash(errorMessage || t('customer_accounts.widgets.invite.error.failed', 'Failed to send invitation'), 'error')\n            return\n          }\n\n          flash(t('customer_accounts.widgets.invite.success', 'Invitation sent successfully'), 'success')\n          onSuccess()\n        },\n      })\n    } catch {\n      flash(t('customer_accounts.widgets.invite.error.failed', 'Failed to send invitation'), 'error')\n    } finally {\n      setIsSubmitting(false)\n    }\n  }\n\n  const isLoading = isLoadingPerson || isLoadingRoles\n\n  if (isLoading) {\n    return (\n      <div className=\"text-sm text-muted-foreground py-2\">\n        {t('common.loading', 'Loading...')}\n      </div>\n    )\n  }\n\n  return (\n    <div className=\"space-y-3 mt-2\">\n      <div>\n        <label htmlFor=\"invite-email\" className=\"block text-xs font-medium text-muted-foreground mb-1\">\n          {t('common.email', 'Email')}\n        </label>\n        <EmailInput\n          id=\"invite-email\"\n          size=\"sm\"\n          value={email}\n          onChange={(event) => setEmail(event.target.value)}\n          required\n          disabled={isSubmitting}\n        />\n      </div>\n\n      <div>\n        <label htmlFor=\"invite-display-name\" className=\"block text-xs font-medium text-muted-foreground mb-1\">\n          {t('customer_accounts.widgets.invite.displayName', 'Display Name')}\n        </label>\n        <Input\n          id=\"invite-display-name\"\n          type=\"text\"\n          size=\"sm\"\n          value={displayName}\n          onChange={(event) => setDisplayName(event.target.value)}\n          disabled={isSubmitting}\n        />\n      </div>\n\n      <div>\n        <div className=\"text-xs font-medium text-muted-foreground mb-1.5\">\n          {t('customer_accounts.widgets.invite.roles', 'Roles')}\n        </div>\n        {availableRoles.length === 0 ? 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package/dist/modules/customer_accounts/widgets/injection/portal-ai-assistant-trigger/widget.client.js

@@ -25,7 +25,7 @@ function PortalAiAssistantTriggerWidget({ context }) {
   const t = useT();
   const [open, setOpen] = React.useState(false);
   const resolvedFeatures = Array.isArray(context?.resolvedFeatures) ? context?.resolvedFeatures : [];
-  const featureAllowed = hasFeature(resolvedFeatures, PORTAL_AI_INJECT_REQUIRED_FEATURE);
+  const featureAllowed = context?.isPortalAdmin === true || hasFeature(resolvedFeatures, PORTAL_AI_INJECT_REQUIRED_FEATURE);
   const pageContext = React.useMemo(() => ({
     view: "portal.profile",
     recordType: "customer",

package/dist/modules/customer_accounts/widgets/injection/portal-ai-assistant-trigger/widget.client.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../../../src/modules/customer_accounts/widgets/injection/portal-ai-assistant-trigger/widget.client.tsx"],
-  "sourcesContent": ["\"use client\"\n\n/**\n * Step 4.10 \u2014 Portal AiChat injection widget (client).\n *\n * Renders an \"Ask AI\" trigger button + sheet inside the portal profile\n * page's `portal:profile:after` injection spot. Clicking the trigger\n * opens a right-side sheet embedding `<AiChat>` wired to\n * `customers.account_assistant`.\n *\n * Feature-gating:\n *   - Declared in `widget.ts` metadata (`portal.account.manage`).\n *   - The widget ALSO self-checks `context.resolvedFeatures` as a\n *     defense-in-depth measure so the button never renders for a\n *     customer who lacks the feature (portal pages are themselves\n *     feature-gated, but the injection registry does not currently\n *     enforce metadata.features at render time).\n *\n * `pageContext` shape:\n *   { view: 'portal.profile', recordType: 'customer', recordId: <userId|null>, extra: {} }\n */\n\nimport * as React from 'react'\nimport { Sparkles } from 'lucide-react'\nimport { AiChat } from '@open-mercato/ui/ai/AiChat'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport {\n  Dialog,\n  DialogContent,\n  DialogDescription,\n  DialogHeader,\n  DialogTitle,\n} from '@open-mercato/ui/primitives/dialog'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { cn } from '@open-mercato/shared/lib/utils'\nimport { hasFeature } from '@open-mercato/shared/security/features'\n\nexport const PORTAL_AI_INJECT_AGENT_ID = 'customers.account_assistant'\nexport const PORTAL_AI_INJECT_REQUIRED_FEATURE = 'portal.account.manage'\n\nexport interface PortalAiInjectPageContext {\n  view: 'portal.profile'\n  recordType: 'customer'\n  recordId: string | null\n  extra: Record<string, never>\n}\n\ninterface PortalInjectionContext {\n  orgSlug?: string\n  user?: { id?: string | null } | null\n  resolvedFeatures?: string[]\n  isPortalAdmin?: boolean\n}\n\ninterface PortalAiAssistantTriggerProps {\n  context?: PortalInjectionContext\n}\n\nfunction readUserId(user: PortalInjectionContext['user']): string | null {\n  if (!user) return null\n  const id = user.id\n  return typeof id === 'string' && id.length > 0 ? id : null\n}\n\nexport default function PortalAiAssistantTriggerWidget({ context }: PortalAiAssistantTriggerProps) {\n  const t = useT()\n  const [open, setOpen] = React.useState(false)\n\n  const resolvedFeatures = Array.isArray(context?.resolvedFeatures)\n    ? (context?.resolvedFeatures as string[])\n    : []\n  const featureAllowed = hasFeature(resolvedFeatures, PORTAL_AI_INJECT_REQUIRED_FEATURE)\n\n  const pageContext = React.useMemo<PortalAiInjectPageContext>(() => ({\n    view: 'portal.profile',\n    recordType: 'customer',\n    recordId: readUserId(context?.user ?? null),\n    extra: {},\n  }), [context?.user])\n\n  if (!featureAllowed) return null\n\n  return (\n    <div className=\"mt-6\" data-ai-portal-inject-wrapper=\"\">\n      <Button\n        type=\"button\"\n        variant=\"outline\"\n        size=\"sm\"\n        onClick={() => setOpen(true)}\n        data-ai-portal-inject-trigger=\"\"\n        aria-label={t(\n          'customer_accounts.portal_ai_assistant.trigger.ariaLabel',\n          'Open portal AI assistant',\n        )}\n      >\n        <Sparkles className=\"size-4\" aria-hidden />\n        <span>{t('customer_accounts.portal_ai_assistant.trigger.label', 'Ask AI')}</span>\n      </Button>\n      <Dialog open={open} onOpenChange={setOpen}>\n        <DialogContent\n          className={cn(\n            'sm:max-w-xl sm:top-0 sm:bottom-0 sm:right-0 sm:left-auto sm:translate-x-0 sm:translate-y-0',\n            'sm:h-screen sm:max-h-screen sm:rounded-none sm:rounded-l-2xl',\n            'flex flex-col gap-3 p-4',\n          )}\n          data-ai-portal-inject-sheet=\"\"\n        >\n          <DialogHeader>\n            <DialogTitle>\n              {t('customer_accounts.portal_ai_assistant.sheet.title', 'Portal AI assistant')}\n            </DialogTitle>\n            <DialogDescription>\n              {t(\n                'customer_accounts.portal_ai_assistant.sheet.description',\n                'Read-only assistant for portal customers. Ask about your account and recent activity.',\n              )}\n            </DialogDescription>\n          </DialogHeader>\n          <div className=\"min-h-0 flex-1\" data-ai-portal-inject-chat-container=\"\">\n            <AiChat\n              agent={PORTAL_AI_INJECT_AGENT_ID}\n              pageContext={pageContext as unknown as Record<string, unknown>}\n              className=\"h-full\"\n              placeholder={t(\n                'customer_accounts.portal_ai_assistant.sheet.composerPlaceholder',\n                'Ask about your account...',\n              )}\n            />\n          </div>\n        </DialogContent>\n      </Dialog>\n    </div>\n  )\n}\n"],
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+  "sourcesContent": ["\"use client\"\n\n/**\n * Step 4.10 \u2014 Portal AiChat injection widget (client).\n *\n * Renders an \"Ask AI\" trigger button + sheet inside the portal profile\n * page's `portal:profile:after` injection spot. Clicking the trigger\n * opens a right-side sheet embedding `<AiChat>` wired to\n * `customers.account_assistant`.\n *\n * Feature-gating:\n *   - Declared in `widget.ts` metadata (`portal.account.manage`).\n *   - The widget ALSO self-checks `context.resolvedFeatures` as a\n *     defense-in-depth measure so the button never renders for a\n *     customer who lacks the feature (portal pages are themselves\n *     feature-gated, but the injection registry does not currently\n *     enforce metadata.features at render time).\n *\n * `pageContext` shape:\n *   { view: 'portal.profile', recordType: 'customer', recordId: <userId|null>, extra: {} }\n */\n\nimport * as React from 'react'\nimport { Sparkles } from 'lucide-react'\nimport { AiChat } from '@open-mercato/ui/ai/AiChat'\nimport { Button } from '@open-mercato/ui/primitives/button'\nimport {\n  Dialog,\n  DialogContent,\n  DialogDescription,\n  DialogHeader,\n  DialogTitle,\n} from '@open-mercato/ui/primitives/dialog'\nimport { useT } from '@open-mercato/shared/lib/i18n/context'\nimport { cn } from '@open-mercato/shared/lib/utils'\nimport { hasFeature } from '@open-mercato/shared/security/features'\n\nexport const PORTAL_AI_INJECT_AGENT_ID = 'customers.account_assistant'\nexport const PORTAL_AI_INJECT_REQUIRED_FEATURE = 'portal.account.manage'\n\nexport interface PortalAiInjectPageContext {\n  view: 'portal.profile'\n  recordType: 'customer'\n  recordId: string | null\n  extra: Record<string, never>\n}\n\ninterface PortalInjectionContext {\n  orgSlug?: string\n  user?: { id?: string | null } | null\n  resolvedFeatures?: string[]\n  isPortalAdmin?: boolean\n}\n\ninterface PortalAiAssistantTriggerProps {\n  context?: PortalInjectionContext\n}\n\nfunction readUserId(user: PortalInjectionContext['user']): string | null {\n  if (!user) return null\n  const id = user.id\n  return typeof id === 'string' && id.length > 0 ? id : null\n}\n\nexport default function PortalAiAssistantTriggerWidget({ context }: PortalAiAssistantTriggerProps) {\n  const t = useT()\n  const [open, setOpen] = React.useState(false)\n\n  const resolvedFeatures = Array.isArray(context?.resolvedFeatures)\n    ? (context?.resolvedFeatures as string[])\n    : []\n  const featureAllowed =\n    context?.isPortalAdmin === true ||\n    hasFeature(resolvedFeatures, PORTAL_AI_INJECT_REQUIRED_FEATURE)\n\n  const pageContext = React.useMemo<PortalAiInjectPageContext>(() => ({\n    view: 'portal.profile',\n    recordType: 'customer',\n    recordId: readUserId(context?.user ?? null),\n    extra: {},\n  }), [context?.user])\n\n  if (!featureAllowed) return null\n\n  return (\n    <div className=\"mt-6\" data-ai-portal-inject-wrapper=\"\">\n      <Button\n        type=\"button\"\n        variant=\"outline\"\n        size=\"sm\"\n        onClick={() => setOpen(true)}\n        data-ai-portal-inject-trigger=\"\"\n        aria-label={t(\n          'customer_accounts.portal_ai_assistant.trigger.ariaLabel',\n          'Open portal AI assistant',\n        )}\n      >\n        <Sparkles className=\"size-4\" aria-hidden />\n        <span>{t('customer_accounts.portal_ai_assistant.trigger.label', 'Ask AI')}</span>\n      </Button>\n      <Dialog open={open} onOpenChange={setOpen}>\n        <DialogContent\n          className={cn(\n            'sm:max-w-xl sm:top-0 sm:bottom-0 sm:right-0 sm:left-auto sm:translate-x-0 sm:translate-y-0',\n            'sm:h-screen sm:max-h-screen sm:rounded-none sm:rounded-l-2xl',\n            'flex flex-col gap-3 p-4',\n          )}\n          data-ai-portal-inject-sheet=\"\"\n        >\n          <DialogHeader>\n            <DialogTitle>\n              {t('customer_accounts.portal_ai_assistant.sheet.title', 'Portal AI assistant')}\n            </DialogTitle>\n            <DialogDescription>\n              {t(\n                'customer_accounts.portal_ai_assistant.sheet.description',\n                'Read-only assistant for portal customers. Ask about your account and recent activity.',\n              )}\n            </DialogDescription>\n          </DialogHeader>\n          <div className=\"min-h-0 flex-1\" data-ai-portal-inject-chat-container=\"\">\n            <AiChat\n              agent={PORTAL_AI_INJECT_AGENT_ID}\n              pageContext={pageContext as unknown as Record<string, unknown>}\n              className=\"h-full\"\n              placeholder={t(\n                'customer_accounts.portal_ai_assistant.sheet.composerPlaceholder',\n                'Ask about your account...',\n              )}\n            />\n          </div>\n        </DialogContent>\n      </Dialog>\n    </div>\n  )\n}\n"],
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   "names": []
 }

package/dist/modules/customer_accounts/widgets/injection-table.js

@@ -8,7 +8,7 @@ const accountStatusWidget = {
 const companyUsersWidget = {
   widgetId: "customer_accounts.injection.company-users",
   kind: "group",
-  column: 1,
+  column: 2,
   groupLabel: "customer_accounts.widgets.portalUsers",
   priority: 200
 };

package/dist/modules/customer_accounts/widgets/injection-table.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customer_accounts/widgets/injection-table.ts"],
-  "sourcesContent": ["import type { ModuleInjectionTable } from '@open-mercato/shared/modules/widgets/injection'\n\nconst accountStatusWidget = {\n  widgetId: 'customer_accounts.injection.account-status',\n  kind: 'group',\n  column: 2,\n  groupLabel: 'customer_accounts.widgets.accountStatus',\n  priority: 200,\n} as const\n\n// Column 1 on purpose (#4400): any column-2 group makes CrudForm switch the\n// company detail page to the narrow 7fr/3fr two-column layout, compressing the\n// left-side groups. Portal users belongs in the left stack as a full-width row.\nconst companyUsersWidget = {\n  widgetId: 'customer_accounts.injection.company-users',\n  kind: 'group',\n  column: 1,\n  groupLabel: 'customer_accounts.widgets.portalUsers',\n  priority: 200,\n} as const\n\nexport const injectionTable: ModuleInjectionTable = {\n  'customers.person': [accountStatusWidget],\n  'crud-form:customers.person': [accountStatusWidget],\n  'customers.company': [companyUsersWidget],\n  'crud-form:customers.company': [companyUsersWidget],\n  // Step 4.10 \u2014 Portal AiChat injection example.\n  // Mapped to the portal profile page's `pageAfter('profile')` spot;\n  // third-party modules targeting other portal pages can copy this entry.\n  'portal:profile:after': [\n    {\n      widgetId: 'customer_accounts.injection.portal-ai-assistant-trigger',\n      priority: 100,\n    },\n  ],\n}\n\nexport default injectionTable\n"],
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+  "sourcesContent": ["import type { ModuleInjectionTable } from '@open-mercato/shared/modules/widgets/injection'\n\nconst accountStatusWidget = {\n  widgetId: 'customer_accounts.injection.account-status',\n  kind: 'group',\n  column: 2,\n  groupLabel: 'customer_accounts.widgets.accountStatus',\n  priority: 200,\n} as const\n\nconst companyUsersWidget = {\n  widgetId: 'customer_accounts.injection.company-users',\n  kind: 'group',\n  column: 2,\n  groupLabel: 'customer_accounts.widgets.portalUsers',\n  priority: 200,\n} as const\n\nexport const injectionTable: ModuleInjectionTable = {\n  'customers.person': [accountStatusWidget],\n  'crud-form:customers.person': [accountStatusWidget],\n  'customers.company': [companyUsersWidget],\n  'crud-form:customers.company': [companyUsersWidget],\n  // Step 4.10 \u2014 Portal AiChat injection example.\n  // Mapped to the portal profile page's `pageAfter('profile')` spot;\n  // third-party modules targeting other portal pages can copy this entry.\n  'portal:profile:after': [\n    {\n      widgetId: 'customer_accounts.injection.portal-ai-assistant-trigger',\n      priority: 100,\n    },\n  ],\n}\n\nexport default injectionTable\n"],
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 }

package/dist/modules/customers/analytics.js

@@ -23,15 +23,12 @@ const analyticsConfig = {
       entityConfig: {
         tableName: "customer_deals",
         dateField: "created_at",
-        defaultScopeFields: ["tenant_id", "organization_id"],
-        currencyField: "valueCurrency"
+        defaultScopeFields: ["tenant_id", "organization_id"]
       },
       fieldMappings: {
         id: { dbColumn: "id", type: "uuid" },
         valueAmount: { dbColumn: "value_amount", type: "numeric" },
-        valueCurrency: { dbColumn: "value_currency", type: "text" },
         status: { dbColumn: "status", type: "text" },
-        closureOutcome: { dbColumn: "closure_outcome", type: "text" },
         pipelineStage: { dbColumn: "pipeline_stage", type: "text" },
         probability: { dbColumn: "probability", type: "numeric" },
         createdAt: { dbColumn: "created_at", type: "timestamp" },

package/dist/modules/customers/analytics.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../src/modules/customers/analytics.ts"],
-  "sourcesContent": ["import type { AnalyticsModuleConfig } from '@open-mercato/shared/modules/analytics'\n\nexport const analyticsConfig: AnalyticsModuleConfig = {\n  entities: [\n    {\n      entityId: 'customers:entities',\n      requiredFeatures: ['customers.view'],\n      entityConfig: {\n        tableName: 'customer_entities',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        kind: { dbColumn: 'kind', type: 'text' },\n        status: { dbColumn: 'status', type: 'text' },\n        lifecycleStage: { dbColumn: 'lifecycle_stage', type: 'text' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        displayName: { dbColumn: 'display_name', type: 'text' },\n      },\n    },\n    {\n      entityId: 'customers:deals',\n      requiredFeatures: ['customers.deals.view'],\n      entityConfig: {\n        tableName: 'customer_deals',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n        currencyField: 'valueCurrency',\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        valueAmount: { dbColumn: 'value_amount', type: 'numeric' },\n        valueCurrency: { dbColumn: 'value_currency', type: 'text' },\n        status: { dbColumn: 'status', type: 'text' },\n        closureOutcome: { dbColumn: 'closure_outcome', type: 'text' },\n        pipelineStage: { dbColumn: 'pipeline_stage', type: 'text' },\n        probability: { dbColumn: 'probability', type: 'numeric' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        expectedCloseAt: { dbColumn: 'expected_close_at', type: 'timestamp' },\n      },\n      labelResolvers: {\n        customerEntityId: { table: 'customer_entities', idColumn: 'id', labelColumn: 'display_name' },\n      },\n    },\n  ],\n}\n\nexport default analyticsConfig\nexport const config = analyticsConfig\n"],
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+  "sourcesContent": ["import type { AnalyticsModuleConfig } from '@open-mercato/shared/modules/analytics'\n\nexport const analyticsConfig: AnalyticsModuleConfig = {\n  entities: [\n    {\n      entityId: 'customers:entities',\n      requiredFeatures: ['customers.view'],\n      entityConfig: {\n        tableName: 'customer_entities',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        kind: { dbColumn: 'kind', type: 'text' },\n        status: { dbColumn: 'status', type: 'text' },\n        lifecycleStage: { dbColumn: 'lifecycle_stage', type: 'text' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        displayName: { dbColumn: 'display_name', type: 'text' },\n      },\n    },\n    {\n      entityId: 'customers:deals',\n      requiredFeatures: ['customers.deals.view'],\n      entityConfig: {\n        tableName: 'customer_deals',\n        dateField: 'created_at',\n        defaultScopeFields: ['tenant_id', 'organization_id'],\n      },\n      fieldMappings: {\n        id: { dbColumn: 'id', type: 'uuid' },\n        valueAmount: { dbColumn: 'value_amount', type: 'numeric' },\n        status: { dbColumn: 'status', type: 'text' },\n        pipelineStage: { dbColumn: 'pipeline_stage', type: 'text' },\n        probability: { dbColumn: 'probability', type: 'numeric' },\n        createdAt: { dbColumn: 'created_at', type: 'timestamp' },\n        expectedCloseAt: { dbColumn: 'expected_close_at', type: 'timestamp' },\n      },\n      labelResolvers: {\n        customerEntityId: { table: 'customer_entities', idColumn: 'id', labelColumn: 'display_name' },\n      },\n    },\n  ],\n}\n\nexport default analyticsConfig\nexport const config = analyticsConfig\n"],
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   "names": []
 }

package/dist/modules/customers/api/companies/[id]/route.js

@@ -25,7 +25,6 @@ import {
   mergeCompanyCustomFieldValues
 } from "../../../lib/customFieldRouting.js";
 import { isOpenInteractionStatus, TERMINAL_INTERACTION_STATUS_LIST } from "../../../lib/interactionStatus.js";
-import { isOpenDealStatus, isWonDealStatus } from "../../../lib/dealStatus.js";
 import {
   CUSTOMER_INTERACTION_ACTIVITY_ADAPTER_SOURCE,
   EXAMPLE_TODO_SOURCE,
@@ -811,8 +810,10 @@ async function GET(_req, ctx) {
   const activityTrend = computeActivityTrend(
     kpiInteractionRows.map((interaction) => interaction.occurredAt ?? interaction.scheduledAt ?? interaction.createdAt).map((value) => value instanceof Date ? value.toISOString() : typeof value === "string" ? value : "").filter((value) => value.length > 0)
   );
-  const activeDeals = dealLinksForMetrics.filter((deal) => isOpenDealStatus(deal.status));
-  const wonDeals = dealLinksForMetrics.filter((deal) => isWonDealStatus(deal.status));
+  const activeDeals = dealLinksForMetrics.filter(
+    (deal) => deal.status !== "won" && deal.status !== "lost" && deal.status !== "closed"
+  );
+  const wonDeals = dealLinksForMetrics.filter((deal) => deal.status === "won");
   const activeDealsValue = activeDeals.reduce((sum, deal) => sum + (parseDealAmount(deal.valueAmount) ?? 0), 0);
   const ltvValue = wonDeals.length ? wonDeals.reduce((sum, deal) => sum + (parseDealAmount(deal.valueAmount) ?? 0), 0) : null;
   const earliestInteractionTime = kpiInteractionRows.reduce((earliest, interaction) => {