@open-mercato/core 0.6.8-develop.7100.1.fbf66fca35 → 0.7.0

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

@@ -10,8 +10,6 @@ export const ACTIVITY_DATE_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.d
 export const ACTIVITY_TIME_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.timeRequired'
 export const ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.phoneRequired'
 export const ACTIVITY_PHONE_INVALID_MESSAGE_KEY = 'customers.activities.errors.phoneInvalid'
-export const INTERACTION_PARTICIPANT_IDENTITY_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.participantIdentityRequired'
-export const INTERACTION_PARTICIPANT_EMAIL_INVALID_MESSAGE_KEY = 'customers.activities.errors.participantEmailInvalid'
 
 // customer_deals.description is an unbounded `text` column; this cap only exists to keep
 // request bodies, fulltext search documents and query-index documents from growing without limit.
@@ -426,36 +424,12 @@ export const interactionStatusValues = ['planned', 'done', 'canceled'] as const
 /** @deprecated See {@link interactionStatusValues}. */
 export type InteractionStatus = typeof interactionStatusValues[number]
 
-// A participant is either a real record (`userId`) or an external guest carrying
-// no id at all. A guest is only addressable through its email, so that email is
-// required and must actually be routable — an unparseable string would persist
-// and only fail later, at invitation or calendar-sync time. Participants that DO
-// have a userId keep an unvalidated auxiliary email, as before.
-const interactionParticipantSchema = z
-  .object({
-    userId: z.string().uuid().optional(),
-    name: z.string().trim().max(200).optional(),
-    email: z.string().trim().max(320).optional(),
-    status: z.string().trim().max(50).optional(),
-  })
-  .superRefine((participant, ctx) => {
-    if (participant.userId) return
-    if (!participant.email) {
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        path: ['email'],
-        message: INTERACTION_PARTICIPANT_IDENTITY_REQUIRED_MESSAGE_KEY,
-      })
-      return
-    }
-    if (!z.string().email().safeParse(participant.email).success) {
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        path: ['email'],
-        message: INTERACTION_PARTICIPANT_EMAIL_INVALID_MESSAGE_KEY,
-      })
-    }
-  })
+const interactionParticipantSchema = z.object({
+  userId: z.string().uuid(),
+  name: z.string().trim().max(200).optional(),
+  email: z.string().trim().max(320).optional(),
+  status: z.string().trim().max(50).optional(),
+})
 
 const interactionLinkedEntitySchema = z.object({
   id: z.string().uuid(),
@@ -800,24 +774,9 @@ export const personCompanyLinkUpdateSchema = scopedSchema.extend({
   isPrimary: z.boolean(),
 })
 
-// Two shapes are accepted, because a person can belong to a company in two ways:
-// through a `customer_person_company_links` row (`linkId`), or through a legacy
-// profile-only assignment where `customer_person_profiles.company_id` is set and no
-// link row was ever created (migrated CRM data, #5114). Both detaches go through the
-// same command so audit, undo and cache invalidation stay consistent.
-export const personCompanyLinkDeleteSchema = scopedSchema
-  .extend({
-    linkId: uuid().optional(),
-    personEntityId: uuid().optional(),
-    companyEntityId: uuid().optional(),
-  })
-  .refine(
-    (payload) => Boolean(payload.linkId) || Boolean(payload.personEntityId && payload.companyEntityId),
-    {
-      message: 'Provide either linkId or both personEntityId and companyEntityId.',
-      path: ['linkId'],
-    }
-  )
+export const personCompanyLinkDeleteSchema = scopedSchema.extend({
+  linkId: uuid(),
+})
 
 export type PersonCompanyLinkCreateInput = z.infer<typeof personCompanyLinkCreateSchema>
 export type PersonCompanyLinkUpdateInput = z.infer<typeof personCompanyLinkUpdateSchema>

package/src/modules/customers/events.ts

@@ -78,11 +78,6 @@ const events = [
   { id: 'customers.person_company_link.created', label: 'Person Linked To Company', entity: 'person_company_link', category: 'crud', clientBroadcast: true },
   { id: 'customers.person_company_link.updated', label: 'Person-Company Link Updated', entity: 'person_company_link', category: 'crud', clientBroadcast: true },
   { id: 'customers.person_company_link.deleted', label: 'Person Unlinked From Company', entity: 'person_company_link', category: 'crud', clientBroadcast: true },
-  // Legacy profile-only company assignments (`customer_person_profiles.company_id` set with no
-  // backing link row, #5114) have no link entity, so detaching one cannot honestly emit
-  // `customers.person_company_link.deleted` — that event's payload promises a link id that never
-  // existed. This sibling carries the same live-refresh signal for that shape instead.
-  { id: 'customers.person.company_assignment.detached', label: 'Legacy Company Assignment Detached', entity: 'person_company_link', category: 'lifecycle', clientBroadcast: true },
 
   // ── Email integration (2026-05-27) ────────────────────────────────────────
   { id: 'customers.email.linked', label: 'Email Linked To Person', entity: 'email_link', category: 'lifecycle', clientBroadcast: true },

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

@@ -28,8 +28,6 @@
   "customers.activities.card.overdue": "{count} überfällig",
   "customers.activities.card.title": "Aktivitäten",
   "customers.activities.errors.dateRequired": "Datum ist erforderlich",
-  "customers.activities.errors.participantEmailInvalid": "Geben Sie eine gültige E-Mail-Adresse für einen Gastteilnehmer ein (z. B. gast@example.org)",
-  "customers.activities.errors.participantIdentityRequired": "Ein Teilnehmer benötigt entweder einen Benutzerdatensatz oder eine E-Mail-Adresse",
   "customers.activities.errors.phoneInvalid": "Geben Sie eine gültige Telefonnummer mit Ländervorwahl ein (z. B. +49 30 1234567)",
   "customers.activities.errors.phoneRequired": "Telefonnummer ist für Anrufaktivitäten erforderlich",
   "customers.activities.errors.timeRequired": "Uhrzeit ist erforderlich",
@@ -224,7 +222,6 @@
   "customers.calendar.day.thu": "DO",
   "customers.calendar.day.tue": "DI",
   "customers.calendar.day.wed": "MI",
-  "customers.calendar.editor.addGuest": "{email} als Gast einladen",
   "customers.calendar.editor.addPeoplePlaceholder": "Mitarbeiter oder Kunden hinzufügen…",
   "customers.calendar.editor.addRecipientPlaceholder": "Empfänger hinzufügen…",
   "customers.calendar.editor.allDay": "Ganztägig",
@@ -250,7 +247,6 @@
   "customers.calendar.editor.description": "Beschreibung",
   "customers.calendar.editor.descriptionPlaceholder": "Details hinzufügen…",
   "customers.calendar.editor.error": "Termin konnte nicht gespeichert werden",
-  "customers.calendar.editor.guestBadge": "Gast",
   "customers.calendar.editor.location": "Ort",
   "customers.calendar.editor.locationPlaceholder": "Ort oder Link hinzufügen…",
   "customers.calendar.editor.multiDayHint": "Mehrtägiger Termin · {count} Tage",
@@ -358,7 +354,7 @@
   "customers.calendar.settings.activityTypesHint": "Die Aktivitätstypen, die Ihr Kalender beim Erstellen eines Ereignisses anbietet. Aus dem Workspace-Wörterbuch übernommen.",
   "customers.calendar.settings.addCategory": "Kategorie hinzufügen…",
   "customers.calendar.settings.addType": "Typ hinzufügen…",
-  "customers.calendar.settings.aiSummaries": "KI-Zusammenfassungen",
+  "customers.calendar.settings.aiSummaries": "KI-Zusammenfassungen & Schnellaktionen",
   "customers.calendar.settings.cancel": "Abbrechen",
   "customers.calendar.settings.close": "Schließen",
   "customers.calendar.settings.conflictScope": "Konfliktbereich",
@@ -1323,9 +1319,6 @@
   "customers.deals.kanban.filter.searchPlaceholder": "Search…",
   "customers.deals.kanban.filter.selected": "selected",
   "customers.deals.kanban.filter.status": "Status",
-  "customers.deals.kanban.filter.status.closed": "Geschlossen",
-  "customers.deals.kanban.filter.status.inProgress": "In Bearbeitung",
-  "customers.deals.kanban.filter.status.loading": "Status werden geladen…",
   "customers.deals.kanban.filter.status.lost": "Lost",
   "customers.deals.kanban.filter.status.open": "Open",
   "customers.deals.kanban.filter.status.title": "Filter · Status",
@@ -2416,7 +2409,6 @@
   "customers.personTags.newLabel": "New label",
   "customers.personTags.newLabelPlaceholder": "Label name...",
   "customers.personTags.newTag": "Neuer Tag",
-  "customers.personTags.retry": "Erneut versuchen",
   "customers.personTags.save": "Save",
   "customers.personTags.saveError": "Failed to save tags",
   "customers.personTags.saveSuccess": "Tags updated.",

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

@@ -28,8 +28,6 @@
   "customers.activities.card.overdue": "{count} overdue",
   "customers.activities.card.title": "Activities",
   "customers.activities.errors.dateRequired": "Date is required",
-  "customers.activities.errors.participantEmailInvalid": "Enter a valid email address for a guest participant (e.g. guest@example.org)",
-  "customers.activities.errors.participantIdentityRequired": "A participant needs either a user record or an email address",
   "customers.activities.errors.phoneInvalid": "Enter a valid phone number with country code (e.g. +1 212 555 1234)",
   "customers.activities.errors.phoneRequired": "Phone number is required for Call activities",
   "customers.activities.errors.timeRequired": "Time is required",
@@ -224,7 +222,6 @@
   "customers.calendar.day.thu": "THU",
   "customers.calendar.day.tue": "TUE",
   "customers.calendar.day.wed": "WED",
-  "customers.calendar.editor.addGuest": "Invite {email} as a guest",
   "customers.calendar.editor.addPeoplePlaceholder": "Add staff or customer…",
   "customers.calendar.editor.addRecipientPlaceholder": "Add recipient…",
   "customers.calendar.editor.allDay": "All day",
@@ -250,7 +247,6 @@
   "customers.calendar.editor.description": "Description",
   "customers.calendar.editor.descriptionPlaceholder": "Add details…",
   "customers.calendar.editor.error": "Failed to save event",
-  "customers.calendar.editor.guestBadge": "Guest",
   "customers.calendar.editor.location": "Location",
   "customers.calendar.editor.locationPlaceholder": "Add a location or link…",
   "customers.calendar.editor.multiDayHint": "Multi-day event · {count} days",
@@ -358,7 +354,7 @@
   "customers.calendar.settings.activityTypesHint": "The activity types your calendar surfaces when creating an event. Seeded from your workspace dictionary.",
   "customers.calendar.settings.addCategory": "Add a category…",
   "customers.calendar.settings.addType": "Add a type…",
-  "customers.calendar.settings.aiSummaries": "AI summaries",
+  "customers.calendar.settings.aiSummaries": "AI summaries & quick actions",
   "customers.calendar.settings.cancel": "Cancel",
   "customers.calendar.settings.close": "Close",
   "customers.calendar.settings.conflictScope": "Conflict scope",
@@ -1323,9 +1319,6 @@
   "customers.deals.kanban.filter.searchPlaceholder": "Search…",
   "customers.deals.kanban.filter.selected": "selected",
   "customers.deals.kanban.filter.status": "Status",
-  "customers.deals.kanban.filter.status.closed": "Closed",
-  "customers.deals.kanban.filter.status.inProgress": "In progress",
-  "customers.deals.kanban.filter.status.loading": "Loading statuses…",
   "customers.deals.kanban.filter.status.lost": "Lost",
   "customers.deals.kanban.filter.status.open": "Open",
   "customers.deals.kanban.filter.status.title": "Filter · Status",
@@ -2416,7 +2409,6 @@
   "customers.personTags.newLabel": "New label",
   "customers.personTags.newLabelPlaceholder": "Label name...",
   "customers.personTags.newTag": "New tag",
-  "customers.personTags.retry": "Retry",
   "customers.personTags.save": "Save",
   "customers.personTags.saveError": "Failed to save tags",
   "customers.personTags.saveSuccess": "Tags updated.",

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

@@ -28,8 +28,6 @@
   "customers.activities.card.overdue": "{count} vencidas",
   "customers.activities.card.title": "Actividades",
   "customers.activities.errors.dateRequired": "La fecha es obligatoria",
-  "customers.activities.errors.participantEmailInvalid": "Introduce una dirección de correo electrónico válida para un invitado (p. ej., invitado@example.org)",
-  "customers.activities.errors.participantIdentityRequired": "Un participante necesita un registro de usuario o una dirección de correo electrónico",
   "customers.activities.errors.phoneInvalid": "Introduce un número de teléfono válido con prefijo internacional (p. ej., +34 912 345 678)",
   "customers.activities.errors.phoneRequired": "El número de teléfono es obligatorio para actividades de llamada",
   "customers.activities.errors.timeRequired": "La hora es obligatoria",
@@ -224,7 +222,6 @@
   "customers.calendar.day.thu": "JUE",
   "customers.calendar.day.tue": "MAR",
   "customers.calendar.day.wed": "MIÉ",
-  "customers.calendar.editor.addGuest": "Invitar a {email} como invitado",
   "customers.calendar.editor.addPeoplePlaceholder": "Añadir personal o cliente…",
   "customers.calendar.editor.addRecipientPlaceholder": "Añadir destinatario…",
   "customers.calendar.editor.allDay": "Todo el día",
@@ -250,7 +247,6 @@
   "customers.calendar.editor.description": "Descripción",
   "customers.calendar.editor.descriptionPlaceholder": "Añadir detalles…",
   "customers.calendar.editor.error": "No se pudo guardar el evento",
-  "customers.calendar.editor.guestBadge": "Invitado",
   "customers.calendar.editor.location": "Ubicación",
   "customers.calendar.editor.locationPlaceholder": "Añadir una ubicación o enlace…",
   "customers.calendar.editor.multiDayHint": "Evento de varios días · {count} días",
@@ -358,7 +354,7 @@
   "customers.calendar.settings.activityTypesHint": "Los tipos de actividad que muestra tu calendario al crear un evento. Tomados del diccionario del espacio de trabajo.",
   "customers.calendar.settings.addCategory": "Añadir una categoría…",
   "customers.calendar.settings.addType": "Añadir un tipo…",
-  "customers.calendar.settings.aiSummaries": "Resúmenes de IA",
+  "customers.calendar.settings.aiSummaries": "Resúmenes de IA y acciones rápidas",
   "customers.calendar.settings.cancel": "Cancelar",
   "customers.calendar.settings.close": "Cerrar",
   "customers.calendar.settings.conflictScope": "Ámbito de conflictos",
@@ -1323,9 +1319,6 @@
   "customers.deals.kanban.filter.searchPlaceholder": "Search…",
   "customers.deals.kanban.filter.selected": "selected",
   "customers.deals.kanban.filter.status": "Status",
-  "customers.deals.kanban.filter.status.closed": "Cerrado",
-  "customers.deals.kanban.filter.status.inProgress": "En curso",
-  "customers.deals.kanban.filter.status.loading": "Cargando estados…",
   "customers.deals.kanban.filter.status.lost": "Lost",
   "customers.deals.kanban.filter.status.open": "Open",
   "customers.deals.kanban.filter.status.title": "Filter · Status",
@@ -2416,7 +2409,6 @@
   "customers.personTags.newLabel": "New label",
   "customers.personTags.newLabelPlaceholder": "Label name...",
   "customers.personTags.newTag": "Nueva etiqueta",
-  "customers.personTags.retry": "Reintentar",
   "customers.personTags.save": "Save",
   "customers.personTags.saveError": "Failed to save tags",
   "customers.personTags.saveSuccess": "Tags updated.",

package/src/modules/customers/i18n/ko.json

@@ -28,8 +28,6 @@
   "customers.activities.card.overdue": "{count}건 기한 초과",
   "customers.activities.card.title": "활동",
   "customers.activities.errors.dateRequired": "날짜는 필수입니다",
-  "customers.activities.errors.participantEmailInvalid": "게스트 참가자의 유효한 이메일 주소를 입력하세요(예: guest@example.org)",
-  "customers.activities.errors.participantIdentityRequired": "참가자에게는 사용자 레코드 또는 이메일 주소가 필요합니다",
   "customers.activities.errors.phoneInvalid": "국가 코드를 포함한 유효한 전화번호를 입력하세요(예: +1 212 555 1234)",
   "customers.activities.errors.phoneRequired": "통화 활동에는 전화번호가 필요합니다",
   "customers.activities.errors.timeRequired": "시간은 필수입니다",
@@ -224,7 +222,6 @@
   "customers.calendar.day.thu": "목",
   "customers.calendar.day.tue": "화",
   "customers.calendar.day.wed": "수",
-  "customers.calendar.editor.addGuest": "{email}을(를) 게스트로 초대",
   "customers.calendar.editor.addPeoplePlaceholder": "직원 또는 고객 추가…",
   "customers.calendar.editor.addRecipientPlaceholder": "받는 사람 추가…",
   "customers.calendar.editor.allDay": "종일",
@@ -250,7 +247,6 @@
   "customers.calendar.editor.description": "설명",
   "customers.calendar.editor.descriptionPlaceholder": "세부 정보 추가…",
   "customers.calendar.editor.error": "이벤트를 저장하지 못했습니다",
-  "customers.calendar.editor.guestBadge": "게스트",
   "customers.calendar.editor.location": "장소",
   "customers.calendar.editor.locationPlaceholder": "장소 또는 링크 추가…",
   "customers.calendar.editor.multiDayHint": "여러 날 이벤트 · {count}일",
@@ -358,7 +354,7 @@
   "customers.calendar.settings.activityTypesHint": "이벤트를 생성할 때 캘린더에 표시되는 활동 유형입니다. 워크스페이스 사전에서 초기화됩니다.",
   "customers.calendar.settings.addCategory": "카테고리 추가…",
   "customers.calendar.settings.addType": "유형 추가…",
-  "customers.calendar.settings.aiSummaries": "AI 요약",
+  "customers.calendar.settings.aiSummaries": "AI 요약 및 빠른 작업",
   "customers.calendar.settings.cancel": "취소",
   "customers.calendar.settings.close": "닫기",
   "customers.calendar.settings.conflictScope": "충돌 범위",
@@ -1323,9 +1319,6 @@
   "customers.deals.kanban.filter.searchPlaceholder": "검색…",
   "customers.deals.kanban.filter.selected": "선택됨",
   "customers.deals.kanban.filter.status": "상태",
-  "customers.deals.kanban.filter.status.closed": "마감",
-  "customers.deals.kanban.filter.status.inProgress": "진행 중",
-  "customers.deals.kanban.filter.status.loading": "상태 로드 중…",
   "customers.deals.kanban.filter.status.lost": "실패",
   "customers.deals.kanban.filter.status.open": "열림",
   "customers.deals.kanban.filter.status.title": "필터 · 상태",
@@ -2416,7 +2409,6 @@
   "customers.personTags.newLabel": "새 라벨",
   "customers.personTags.newLabelPlaceholder": "라벨 이름...",
   "customers.personTags.newTag": "새 태그",
-  "customers.personTags.retry": "다시 시도",
   "customers.personTags.save": "저장",
   "customers.personTags.saveError": "태그 저장에 실패했습니다",
   "customers.personTags.saveSuccess": "태그가 업데이트되었습니다.",

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

@@ -28,8 +28,6 @@
   "customers.activities.card.overdue": "{count} zaległych",
   "customers.activities.card.title": "Aktywności",
   "customers.activities.errors.dateRequired": "Data jest wymagana",
-  "customers.activities.errors.participantEmailInvalid": "Wprowadź prawidłowy adres e-mail uczestnika zewnętrznego (np. gosc@example.org)",
-  "customers.activities.errors.participantIdentityRequired": "Uczestnik wymaga rekordu użytkownika lub adresu e-mail",
   "customers.activities.errors.phoneInvalid": "Wprowadź prawidłowy numer telefonu z numerem kierunkowym kraju (np. +48 123 456 789)",
   "customers.activities.errors.phoneRequired": "Numer telefonu jest wymagany dla aktywności typu Połączenie",
   "customers.activities.errors.timeRequired": "Godzina jest wymagana",
@@ -224,7 +222,6 @@
   "customers.calendar.day.thu": "CZ",
   "customers.calendar.day.tue": "WT",
   "customers.calendar.day.wed": "ŚR",
-  "customers.calendar.editor.addGuest": "Zaproś {email} jako gościa",
   "customers.calendar.editor.addPeoplePlaceholder": "Dodaj pracownika lub klienta…",
   "customers.calendar.editor.addRecipientPlaceholder": "Dodaj odbiorcę…",
   "customers.calendar.editor.allDay": "Cały dzień",
@@ -250,7 +247,6 @@
   "customers.calendar.editor.description": "Opis",
   "customers.calendar.editor.descriptionPlaceholder": "Dodaj szczegóły…",
   "customers.calendar.editor.error": "Nie udało się zapisać wydarzenia",
-  "customers.calendar.editor.guestBadge": "Gość",
   "customers.calendar.editor.location": "Lokalizacja",
   "customers.calendar.editor.locationPlaceholder": "Dodaj lokalizację lub link…",
   "customers.calendar.editor.multiDayHint": "Wydarzenie wielodniowe · {count} dni",
@@ -358,7 +354,7 @@
   "customers.calendar.settings.activityTypesHint": "Typy aktywności udostępniane przez kalendarz podczas tworzenia wydarzenia. Pobrane ze słownika obszaru roboczego.",
   "customers.calendar.settings.addCategory": "Dodaj kategorię…",
   "customers.calendar.settings.addType": "Dodaj typ…",
-  "customers.calendar.settings.aiSummaries": "Podsumowania AI",
+  "customers.calendar.settings.aiSummaries": "Podsumowania AI i szybkie akcje",
   "customers.calendar.settings.cancel": "Anuluj",
   "customers.calendar.settings.close": "Zamknij",
   "customers.calendar.settings.conflictScope": "Zakres konfliktów",
@@ -1323,9 +1319,6 @@
   "customers.deals.kanban.filter.searchPlaceholder": "Szukaj…",
   "customers.deals.kanban.filter.selected": "zaznaczono",
   "customers.deals.kanban.filter.status": "Status",
-  "customers.deals.kanban.filter.status.closed": "Zamknięta",
-  "customers.deals.kanban.filter.status.inProgress": "W toku",
-  "customers.deals.kanban.filter.status.loading": "Ładowanie statusów…",
   "customers.deals.kanban.filter.status.lost": "Przegrana",
   "customers.deals.kanban.filter.status.open": "Otwarta",
   "customers.deals.kanban.filter.status.title": "Filtr · Status",
@@ -2416,7 +2409,6 @@
   "customers.personTags.newLabel": "Nowa etykieta",
   "customers.personTags.newLabelPlaceholder": "Nazwa etykiety...",
   "customers.personTags.newTag": "Nowy tag",
-  "customers.personTags.retry": "Ponów próbę",
   "customers.personTags.save": "Zapisz",
   "customers.personTags.saveError": "Nie udało się zapisać tagów",
   "customers.personTags.saveSuccess": "Tagi zostały zaktualizowane.",

package/src/modules/customers/lib/calendar/conflicts.ts

@@ -1,5 +1,4 @@
 import type { CalendarItem, CalendarItemStatus, CalendarParticipant } from '../../components/calendar/types'
-import { participantActorKey } from './participantIdentity'
 import type { ConflictScope } from './preferences'
 
 export const EDITOR_DRAFT_CONFLICT_ID = '__draft__'
@@ -15,15 +14,8 @@ export type FindConflictsOptions = {
 function sharesActor(first: CalendarItem, second: CalendarItem): boolean {
   if (first.ownerUserId && second.ownerUserId && first.ownerUserId === second.ownerUserId) return true
   if (first.participants.length === 0 || second.participants.length === 0) return false
-  const firstActorKeys = new Set(
-    first.participants
-      .map(participantActorKey)
-      .filter((actorKey): actorKey is string => actorKey !== null),
-  )
-  return second.participants.some((participant) => {
-    const actorKey = participantActorKey(participant)
-    return actorKey !== null && firstActorKeys.has(actorKey)
-  })
+  const firstParticipantIds = new Set(first.participants.map((participant) => participant.userId))
+  return second.participants.some((participant) => firstParticipantIds.has(participant.userId))
 }
 
 function isActor(item: CalendarItem, userId: string): boolean {

package/src/modules/customers/lib/calendar/editorPayload.ts

@@ -112,7 +112,7 @@ export type EditorRelatedTo = {
 }
 
 export type EditorParticipant = {
-  userId?: string
+  userId: string
   name: string
   email?: string
   isCustomer: boolean
@@ -405,14 +405,13 @@ function parseParticipants(item: CalendarItem): EditorParticipant[] {
   const rawParticipants = Array.isArray(item.raw.participants) ? item.raw.participants : []
   const statusByUserId = new Map<string, string | null>()
   for (const raw of rawParticipants) {
-    if (!raw.userId) continue
     statusByUserId.set(raw.userId, readUnknownString((raw as Record<string, unknown>).status))
   }
   return item.participants.map((participant) => ({
     userId: participant.userId,
-    name: participant.name ?? participant.email ?? participant.userId ?? '',
+    name: participant.name ?? participant.email ?? participant.userId,
     email: participant.email,
-    isCustomer: participant.userId ? statusByUserId.get(participant.userId) === 'customer' : false,
+    isCustomer: statusByUserId.get(participant.userId) === 'customer',
   }))
 }
 

package/src/modules/customers/lib/calendar/mapItem.ts

@@ -10,7 +10,6 @@ import type {
   CalendarPlatform,
 } from '../../components/calendar/types'
 import { categoryOf } from './categories'
-import { participantActorKey } from './participantIdentity'
 
 const DEFAULT_DURATION_MINUTES = 30
 
@@ -44,13 +43,9 @@ function mapParticipants(payload: CalendarInteractionPayload): CalendarParticipa
   const seen = new Set<string>()
   const mapped: CalendarParticipant[] = []
   for (const participant of participants) {
-    const dedupeKey = participantActorKey(participant)
-    if (dedupeKey) {
-      if (seen.has(dedupeKey)) continue
-      seen.add(dedupeKey)
-    }
-    const entry: CalendarParticipant = {}
-    if (typeof participant.userId === 'string') entry.userId = participant.userId
+    if (seen.has(participant.userId)) continue
+    seen.add(participant.userId)
+    const entry: CalendarParticipant = { userId: participant.userId }
     if (typeof participant.name === 'string') entry.name = participant.name
     if (typeof participant.email === 'string') entry.email = participant.email
     mapped.push(entry)

package/src/modules/customers/lib/dealStatus.ts

@@ -46,45 +46,3 @@ export function isClosedDealStatus(value: string | null | undefined): boolean {
 export function isOpenDealStatus(value: string | null | undefined): boolean {
   return !isClosedDealStatus(value)
 }
-
-export function canonicalDealStatus(value: string): string {
-  const lower = value.toLowerCase()
-  if (lower === 'won') return DEAL_STATUS_WIN
-  if (lower === 'lost') return DEAL_STATUS_LOSE
-  // Canonical spellings normalize to lower-case too, so an upper-case selection still
-  // matches the lower-case persisted values and dictionary options.
-  if (lower === 'win' || lower === 'loose' || lower === 'open' || lower === 'closed') return lower
-  return value
-}
-
-/**
- * Expand operator-selected status filter values into the canonical vocabulary so a
- * single selection matches every spelling the supported writers persist (#5107).
- *
- * Alias groups (`win`/`won`, `loose`/`lost`, `closed`) are matched case-insensitively,
- * expanded to their canonical spellings, and also keep the caller's original token so
- * the result is always a strict superset of a verbatim match. Unknown values emit both
- * the trimmed original and its lower-case form — mixed-case tenant dictionary statuses
- * match exactly while `?status=Open` still hits lower-case stored rows.
- */
-export function expandDealStatusAliases(values: string[]): string[] {
-  const out = new Set<string>()
-  for (const value of values) {
-    const trimmed = value.trim()
-    const lower = trimmed.toLowerCase()
-    if (lower === 'win' || lower === 'won') {
-      WON_DEAL_STATUS_LIST.forEach((entry) => out.add(entry))
-      out.add(trimmed)
-    } else if (lower === 'loose' || lower === 'lost') {
-      LOST_DEAL_STATUS_LIST.forEach((entry) => out.add(entry))
-      out.add(trimmed)
-    } else if (lower === 'closed') {
-      CLOSED_DEAL_STATUS_LIST.forEach((entry) => out.add(entry))
-      out.add(trimmed)
-    } else {
-      out.add(trimmed)
-      out.add(lower)
-    }
-  }
-  return Array.from(out)
-}

package/src/modules/customers/lib/findPeopleByAddresses.ts

@@ -32,15 +32,13 @@ export interface MatchedPerson {
 }
 
 /**
- * Max rows scanned by in-memory fallback matches over encrypted contact
- * columns (`primary_email` here, `primary_phone` in the check-phone route).
- * These columns are GDPR-encrypted with a random IV (see
- * `customers/encryption.ts`), so they cannot be filtered by value in SQL when
- * tenant data encryption is on — fallbacks decrypt recent rows and compare in
- * memory instead. Bounded to keep interactive lookups cheap; a blind-index
- * (hash) column per field is the follow-up if tenants outgrow it (#5515).
+ * Max person rows scanned by the in-memory fallback match. `primary_email` is
+ * GDPR-encrypted with a random IV (see `customers/encryption.ts`), so it cannot
+ * be filtered by value in SQL when tenant data encryption is on — recent rows are
+ * decrypted and compared in memory instead. Bounded to keep the inbound path cheap;
+ * a `primary_email` blind-index (hash) column is the follow-up if tenants outgrow it.
  */
-export const MATCH_CANDIDATE_LIMIT = 500
+const MATCH_CANDIDATE_LIMIT = 500
 
 /**
  * Batch lookup of CustomerEntity rows (kind='person') whose `primaryEmail`

package/src/modules/customers/lib/personCompanies.ts

@@ -56,136 +56,6 @@ async function requireCompany(
   return company
 }
 
-export type CompanyPersonUnionEntry = {
-  entity: CustomerEntity
-  profile: CustomerPersonProfile | null
-  linkedAt: string | null
-}
-
-/**
- * Resolve "people belonging to this company" as the union of active
- * `CustomerPersonCompanyLink` rows and `CustomerPersonProfile.company`
- * profile-only assignments (data that never got a link row, e.g. from
- * migrated CRM imports). This is the single source of truth for both the
- * company People tab list and its badge count — see #5114.
- */
-export async function loadCompanyPeopleUnion(
-  em: EntityManager,
-  company: CustomerEntity,
-  scope: { tenantId?: string | null; organizationId?: string | null },
-): Promise<CompanyPersonUnionEntry[]> {
-  const decryptionScope = {
-    tenantId: scope.tenantId ?? company.tenantId ?? null,
-    organizationId: scope.organizationId ?? company.organizationId ?? null,
-  }
-  const relatedPeopleById = new Map<string, CompanyPersonUnionEntry>()
-
-  const companyLinkWhere = await withActiveCustomerPersonCompanyLinkFilter(
-    em,
-    { company: company.id, organizationId: company.organizationId, tenantId: company.tenantId },
-    'customers.companies.loadCompanyPeopleUnion',
-  )
-  const companyLinks = filterActivePersonCompanyLinks(
-    await findWithDecryption(
-      em,
-      CustomerPersonCompanyLink,
-      companyLinkWhere,
-      { populate: ['person', 'person.personProfile'], orderBy: { isPrimary: 'desc', createdAt: 'asc' } },
-      decryptionScope,
-    ),
-  )
-  companyLinks.forEach((link) => {
-    const entity = typeof link.person === 'string' ? null : link.person
-    if (!entity || entity.kind !== 'person' || entity.deletedAt) return
-    const personProfile =
-      entity.personProfile && typeof entity.personProfile !== 'string' ? entity.personProfile : null
-    relatedPeopleById.set(entity.id, {
-      entity,
-      profile: personProfile,
-      linkedAt: link.createdAt instanceof Date ? link.createdAt.toISOString() : null,
-    })
-  })
-
-  const profiles = await findWithDecryption(
-    em,
-    CustomerPersonProfile,
-    {
-      company: company.id,
-      tenantId: company.tenantId,
-      organizationId: company.organizationId,
-      entity: { deletedAt: null },
-    },
-    { populate: ['entity'] },
-    decryptionScope,
-  )
-  profiles.forEach((entry) => {
-    const entity = entry.entity as CustomerEntity | null
-    if (!entity || entity.kind !== 'person' || entity.deletedAt) return
-    if (!relatedPeopleById.has(entity.id)) {
-      relatedPeopleById.set(entity.id, {
-        entity,
-        profile: entry ?? null,
-        linkedAt: entry.createdAt instanceof Date ? entry.createdAt.toISOString() : null,
-      })
-    }
-  })
-
-  return Array.from(relatedPeopleById.values())
-}
-
-/**
- * Count-only sibling of `loadCompanyPeopleUnion` for the company People badge, which
- * needs the size of the union and nothing else. Both queries project just the foreign
- * key column and push the `kind: 'person'` / `deletedAt: null` predicates into the
- * WHERE clause, so no person row is hydrated and no PII is decrypted to produce a
- * number — `findWithDecryption` is deliberately not used here because the projections
- * select no encrypted column.
- */
-export async function countCompanyPeopleUnion(
-  em: EntityManager,
-  company: CustomerEntity,
-): Promise<number> {
-  const personIds = new Set<string>()
-
-  const companyLinkWhere = await withActiveCustomerPersonCompanyLinkFilter(
-    em,
-    {
-      company: company.id,
-      organizationId: company.organizationId,
-      tenantId: company.tenantId,
-      person: { kind: 'person', deletedAt: null },
-    },
-    'customers.companies.countCompanyPeopleUnion',
-  )
-  const companyLinks = filterActivePersonCompanyLinks(
-    await em.find(CustomerPersonCompanyLink, companyLinkWhere as any, {
-      fields: ['person', 'deletedAt'],
-    } as any),
-  )
-  companyLinks.forEach((link) => {
-    const personId = typeof link.person === 'string' ? link.person : link.person?.id
-    if (personId) personIds.add(personId)
-  })
-
-  const profiles = await em.find(
-    CustomerPersonProfile,
-    {
-      company: company.id,
-      tenantId: company.tenantId,
-      organizationId: company.organizationId,
-      entity: { kind: 'person', deletedAt: null },
-    } as any,
-    { fields: ['entity'] } as any,
-  )
-  profiles.forEach((entry) => {
-    const entity = entry.entity as CustomerEntity | string | null
-    const entityId = typeof entity === 'string' ? entity : entity?.id
-    if (entityId) personIds.add(entityId)
-  })
-
-  return personIds.size
-}
-
 export async function loadPersonCompanyLinks(
   em: EntityManager,
   person: CustomerEntity,
@@ -428,12 +298,7 @@ export async function removePersonCompanyLink(
 
   if (!link) {
     if (profile.company && typeof profile.company !== 'string' && profile.company.id === linkId) {
-      // Profile-only assignment: no link row backs it, so only the legacy field is
-      // cleared. It must keep mirroring the primary link the way every other detach
-      // path leaves it, so promote a remaining primary link instead of nulling blindly.
-      const primary = existingLinks.find((entry) => entry.isPrimary) ?? null
-      const primaryCompany = primary ? resolveLinkedCompany(primary) : null
-      profile.company = primaryCompany ?? null
+      profile.company = null
       return
     }
     throw notFound('Company link not found')