@open-mercato/core 0.7.0 → 0.7.1-develop.7102.1.b41f7e3e51

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customers/ai-tools/companies-pack.ts"],
-  "sourcesContent": ["/**\n * `customers.list_companies` + `customers.get_company` (Phase 1 WS-C, Step 3.9).\n *\n * Phase 3a of `.ai/specs/implemented/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_companies` is now an API-backed wrapper over\n * `GET /api/customers/companies`. Tool name, schema, requiredFeatures, and\n * output shape are unchanged.\n *\n * Phase 3c of the same spec migrates `customers.get_company` to a single\n * in-process call to `GET /api/customers/companies/<id>?include=...` over the\n * documented aggregate detail route. Tool name, schema, requiredFeatures, and\n * output shape are unchanged.\n */\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'\nimport {\n  buildRelatedRecords,\n  toCustomerListSummary,\n  toIso,\n  type CustomerRelatedRecords,\n} from './_shared'\n\nconst listCompaniesInput = z\n  .object({\n    q: z.string().trim().optional().describe('Search text matched against display name / email / domain. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    tags: z.array(z.string().uuid()).optional().describe('Restrict to companies carrying at least one of these tag ids.'),\n  })\n  .passthrough()\n\ntype ListCompaniesInput = z.infer<typeof listCompaniesInput>\n\ntype ListCompaniesApiItem = {\n  id?: string\n  display_name?: string | null\n  displayName?: string | null\n  primary_email?: string | null\n  primaryEmail?: string | null\n  primary_phone?: string | null\n  primaryPhone?: string | null\n  status?: string | null\n  lifecycle_stage?: string | null\n  lifecycleStage?: string | null\n  source?: string | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  domain?: string | null\n  website_url?: string | null\n  websiteUrl?: string | null\n  industry?: string | null\n  size_bucket?: string | null\n  sizeBucket?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListCompaniesApiResponse = {\n  items?: ListCompaniesApiItem[]\n  total?: number\n}\n\ntype ListCompaniesOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listCompaniesTool = defineApiBackedAiTool<\n  ListCompaniesInput,\n  ListCompaniesApiResponse,\n  ListCompaniesOutput\n>({\n  name: 'customers.list_companies',\n  displayName: 'List companies',\n  description:\n    'Search / list companies for the caller tenant + organization. Returns { items, total, limit, offset }.',\n  inputSchema: listCompaniesInput,\n  requiredFeatures: ['customers.companies.view'],\n  toOperation: (input, ctx) => {\n    assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.tags && input.tags.length > 0) query.tagIds = input.tags.join(',')\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/companies',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListCompaniesApiResponse\n    const rawItems: ListCompaniesApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => ({\n        ...toCustomerListSummary(row),\n        domain: row.domain ?? null,\n        websiteUrl: row.website_url ?? row.websiteUrl ?? null,\n        industry: row.industry ?? null,\n        sizeBucket: row.size_bucket ?? row.sizeBucket ?? null,\n      })),\n      total: typeof data.total === 'number' ? data.total : 0,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getCompanyInput = z.object({\n  companyId: z.string().uuid().describe('Company entity id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, deals, people, addresses, tasks, and tags (each capped at 100).'),\n})\n\ntype GetCompanyInput = z.infer<typeof getCompanyInput>\n\nconst getCompanyTool: CustomersAiToolDefinition = {\n  name: 'customers.get_company',\n  displayName: 'Get company',\n  description:\n    'Fetch a company customer record by id with profile fields and (optionally) notes, activities, deals, people, addresses, tasks, tags, and custom fields. Returns { found: false } when outside tenant/org scope.',\n  inputSchema: getCompanyInput,\n  requiredFeatures: ['customers.companies.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId: _tenantId } = assertTenantScope(ctx)\n    void _tenantId\n    const input: GetCompanyInput = getCompanyInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: `/customers/companies/${input.companyId}`,\n    }\n    if (includeRelated) {\n      operation.query = {\n        include: 'addresses,comments,activities,interactions,deals,todos,people',\n      }\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run<Record<string, unknown>>(operation)\n    if (!response.success) {\n      if (response.statusCode === 404 || response.statusCode === 403) {\n        return { found: false as const, companyId: input.companyId }\n      }\n      throw new Error(response.error ?? `Failed to fetch company ${input.companyId}`)\n    }\n    const data = (response.data ?? {}) as Record<string, unknown>\n    const companyRow = (data.company ?? null) as Record<string, unknown> | null\n    if (!companyRow) {\n      return { found: false as const, companyId: input.companyId }\n    }\n    const profileRow = (data.profile ?? null) as Record<string, unknown> | null\n    const customFields = (data.customFields ?? {}) as Record<string, unknown>\n\n    let related: CustomerRelatedRecords | null = null\n    if (includeRelated) {\n      related = buildRelatedRecords(data, { includePeople: true })\n    }\n    return {\n      found: true as const,\n      company: {\n        id: companyRow.id,\n        displayName: companyRow.displayName ?? null,\n        description: companyRow.description ?? null,\n        primaryEmail: companyRow.primaryEmail ?? null,\n        primaryPhone: companyRow.primaryPhone ?? null,\n        status: companyRow.status ?? null,\n        lifecycleStage: companyRow.lifecycleStage ?? null,\n        source: companyRow.source ?? null,\n        ownerUserId: companyRow.ownerUserId ?? null,\n        organizationId: companyRow.organizationId ?? null,\n        tenantId: companyRow.tenantId ?? null,\n        createdAt: toIso(companyRow.createdAt),\n        updatedAt: toIso(companyRow.updatedAt),\n      },\n      profile: profileRow\n        ? {\n            id: profileRow.id,\n            legalName: profileRow.legalName ?? null,\n            brandName: profileRow.brandName ?? null,\n            domain: profileRow.domain ?? null,\n            websiteUrl: profileRow.websiteUrl ?? null,\n            industry: profileRow.industry ?? null,\n            sizeBucket: profileRow.sizeBucket ?? null,\n            annualRevenue: profileRow.annualRevenue ?? null,\n          }\n        : null,\n      customFields,\n      related,\n    }\n  },\n}\n\nexport const companiesAiTools: CustomersAiToolDefinition[] = [listCompaniesTool, getCompanyTool]\n\nexport default companiesAiTools\n"],
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+  "sourcesContent": ["/**\n * `customers.list_companies` + `customers.get_company` (Phase 1 WS-C, Step 3.9).\n *\n * Phase 3a of `.ai/specs/implemented/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_companies` is now an API-backed wrapper over\n * `GET /api/customers/companies`. Tool name, schema, requiredFeatures, and\n * output shape are unchanged.\n *\n * Phase 3c of the same spec migrates `customers.get_company` to a single\n * in-process call to `GET /api/customers/companies/<id>?include=...` over the\n * documented aggregate detail route. Tool name, schema, requiredFeatures, and\n * output shape are unchanged.\n */\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'\nimport {\n  buildRelatedRecords,\n  toCustomerListSummary,\n  toIso,\n  type CustomerRelatedRecords,\n} from './_shared'\n\nconst listCompaniesInput = z\n  .object({\n    q: z.string().trim().optional().describe('Search text matched against display name / email / domain. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    tags: z.array(z.string().uuid()).optional().describe('Restrict to companies carrying at least one of these tag ids.'),\n  })\n  .passthrough()\n\ntype ListCompaniesInput = z.infer<typeof listCompaniesInput>\n\ntype ListCompaniesApiItem = {\n  id?: string\n  display_name?: string | null\n  displayName?: string | null\n  primary_email?: string | null\n  primaryEmail?: string | null\n  primary_phone?: string | null\n  primaryPhone?: string | null\n  status?: string | null\n  lifecycle_stage?: string | null\n  lifecycleStage?: string | null\n  source?: string | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  domain?: string | null\n  website_url?: string | null\n  websiteUrl?: string | null\n  industry?: string | null\n  size_bucket?: string | null\n  sizeBucket?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListCompaniesApiResponse = {\n  items?: ListCompaniesApiItem[]\n  total?: number\n}\n\ntype ListCompaniesOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listCompaniesTool = defineApiBackedAiTool<\n  ListCompaniesInput,\n  ListCompaniesApiResponse,\n  ListCompaniesOutput\n>({\n  name: 'customers.list_companies',\n  displayName: 'List companies',\n  description:\n    'Search / list companies for the caller tenant + organization. Returns { items, total, totalIsCapped, limit, offset }. When totalIsCapped is true, total is a floor (\"at least N\", render it as \"N+\"), and pagination is exhausted only when a page returns fewer than limit items \u2014 never when offset reaches total.',\n  inputSchema: listCompaniesInput,\n  requiredFeatures: ['customers.companies.view'],\n  toOperation: (input, ctx) => {\n    assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.tags && input.tags.length > 0) query.tagIds = input.tags.join(',')\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/companies',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListCompaniesApiResponse\n    const rawItems: ListCompaniesApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => ({\n        ...toCustomerListSummary(row),\n        domain: row.domain ?? null,\n        websiteUrl: row.website_url ?? row.websiteUrl ?? null,\n        industry: row.industry ?? null,\n        sizeBucket: row.size_bucket ?? row.sizeBucket ?? null,\n      })),\n      total: typeof data.total === 'number' ? data.total : 0,\n      // A capped count reports a floor: phrase the total as \"at least N\" and\n      // never treat it as proof that pagination is exhausted.\n      totalIsCapped: (data as { totalIsCapped?: boolean }).totalIsCapped === true,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getCompanyInput = z.object({\n  companyId: z.string().uuid().describe('Company entity id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, deals, people, addresses, tasks, and tags (each capped at 100).'),\n})\n\ntype GetCompanyInput = z.infer<typeof getCompanyInput>\n\nconst getCompanyTool: CustomersAiToolDefinition = {\n  name: 'customers.get_company',\n  displayName: 'Get company',\n  description:\n    'Fetch a company customer record by id with profile fields and (optionally) notes, activities, deals, people, addresses, tasks, tags, and custom fields. Returns { found: false } when outside tenant/org scope.',\n  inputSchema: getCompanyInput,\n  requiredFeatures: ['customers.companies.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId: _tenantId } = assertTenantScope(ctx)\n    void _tenantId\n    const input: GetCompanyInput = getCompanyInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: `/customers/companies/${input.companyId}`,\n    }\n    if (includeRelated) {\n      operation.query = {\n        include: 'addresses,comments,activities,interactions,deals,todos,people',\n      }\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run<Record<string, unknown>>(operation)\n    if (!response.success) {\n      if (response.statusCode === 404 || response.statusCode === 403) {\n        return { found: false as const, companyId: input.companyId }\n      }\n      throw new Error(response.error ?? `Failed to fetch company ${input.companyId}`)\n    }\n    const data = (response.data ?? {}) as Record<string, unknown>\n    const companyRow = (data.company ?? null) as Record<string, unknown> | null\n    if (!companyRow) {\n      return { found: false as const, companyId: input.companyId }\n    }\n    const profileRow = (data.profile ?? null) as Record<string, unknown> | null\n    const customFields = (data.customFields ?? {}) as Record<string, unknown>\n\n    let related: CustomerRelatedRecords | null = null\n    if (includeRelated) {\n      related = buildRelatedRecords(data, { includePeople: true })\n    }\n    return {\n      found: true as const,\n      company: {\n        id: companyRow.id,\n        displayName: companyRow.displayName ?? null,\n        description: companyRow.description ?? null,\n        primaryEmail: companyRow.primaryEmail ?? null,\n        primaryPhone: companyRow.primaryPhone ?? null,\n        status: companyRow.status ?? null,\n        lifecycleStage: companyRow.lifecycleStage ?? null,\n        source: companyRow.source ?? null,\n        ownerUserId: companyRow.ownerUserId ?? null,\n        organizationId: companyRow.organizationId ?? null,\n        tenantId: companyRow.tenantId ?? null,\n        createdAt: toIso(companyRow.createdAt),\n        updatedAt: toIso(companyRow.updatedAt),\n      },\n      profile: profileRow\n        ? {\n            id: profileRow.id,\n            legalName: profileRow.legalName ?? null,\n            brandName: profileRow.brandName ?? null,\n            domain: profileRow.domain ?? null,\n            websiteUrl: profileRow.websiteUrl ?? null,\n            industry: profileRow.industry ?? null,\n            sizeBucket: profileRow.sizeBucket ?? null,\n            annualRevenue: profileRow.annualRevenue ?? null,\n          }\n        : null,\n      customFields,\n      related,\n    }\n  },\n}\n\nexport const companiesAiTools: CustomersAiToolDefinition[] = [listCompaniesTool, getCompanyTool]\n\nexport default companiesAiTools\n"],
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package/dist/modules/customers/ai-tools/deal-analyzer-pack.js

@@ -106,14 +106,25 @@ const analyzeDealsToolDefinition = {
         lastActivityByDeal.set(refId, activityDate);
       }
     }
+    const dealById = new Map(deals.map((deal) => [deal.id, deal]));
+    const scopedDealIds = Array.from(dealById.keys());
     const personLinkWhere = {
-      deal: { $in: dealIds }
+      deal: { $in: scopedDealIds }
     };
-    const personLinks = await em.find(
+    const personLinksRaw = await em.find(
       CustomerDealPersonLink,
       personLinkWhere,
       { limit: 500 }
     );
+    const personLinks = personLinksRaw.filter((link) => {
+      const dealRefId = refIdOf(link.deal);
+      if (!dealRefId) return false;
+      const scopedDeal = dealById.get(dealRefId);
+      if (!scopedDeal) return false;
+      if (scopedDeal.tenantId !== tenantId) return false;
+      if (ctx.organizationId && scopedDeal.organizationId !== ctx.organizationId) return false;
+      return true;
+    });
     const linksByDeal = /* @__PURE__ */ new Map();
     for (const link of personLinks) {
       const dealRefId = refIdOf(link.deal);

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customers/ai-tools/deal-analyzer-pack.ts"],
-  "sourcesContent": ["/**\n * `customers.analyze_deals` \u2014 analytical read-only tool for the deal_analyzer\n * agent (Step d1 of the deal-analyzer-demo).\n *\n * Reads deals scoped to the caller tenant/org, enriches each deal with the\n * most recent activity timestamp (days-since-last-activity), computes a simple\n * healthScore, and returns a ranked list. The handler issues two bounded DB\n * reads (deals + activities) \u2014 no N+1.\n *\n * `customers.update_deal_stage` already exists in deals-pack.ts and is\n * imported and re-exported here so the deal_analyzer agent's `allowedTools`\n * list can reference both under a single pack. The tool itself is NOT\n * redeclared here.\n */\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerDeal,\n  CustomerActivity,\n  CustomerDealPersonLink,\n  CustomerEntity,\n} from '../data/entities'\nimport {\n  assertTenantScope,\n  type CustomersAiToolDefinition,\n  type CustomersToolContext,\n} from './types'\n\nfunction refIdOf(ref: unknown): string | undefined {\n  if (!ref) return undefined\n  if (typeof ref === 'string') return ref\n  if (typeof ref === 'object' && typeof (ref as { id?: unknown }).id === 'string') {\n    return (ref as { id: string }).id\n  }\n  return undefined\n}\n\nfunction resolveEm(ctx: CustomersToolContext): EntityManager {\n  return ctx.container.resolve<EntityManager>('em')\n}\n\nfunction clamp(value: number, min: number, max: number): number {\n  return Math.min(Math.max(value, min), max)\n}\n\n/**\n * Compute a health score for a deal:\n *   healthScore = clamp((30 - daysSinceLastActivity) / 30 * 100, 0, 100)\n * A deal with activity within the last 30 days scores > 0. Deals with no\n * activity default to daysSinceLastActivity = activityWindow so they score 0.\n * Exported for unit testing.\n */\nexport function computeHealthScore(daysSinceLastActivity: number): number {\n  return clamp(((30 - daysSinceLastActivity) / 30) * 100, 0, 100)\n}\n\nconst analyzeDealsInput = z.object({\n  dealStageFilter: z\n    .string()\n    .optional()\n    .describe(\n      'Optional pipeline stage name or status slug to restrict results (e.g. \"open\", \"qualification\", \"negotiation\").',\n    ),\n  daysOfActivityWindow: z\n    .number()\n    .int()\n    .min(1)\n    .max(365)\n    .default(30)\n    .describe(\n      'Number of days to look back for \"last activity\" calculation. Deals with no activity in this window are flagged as stalled. Default 30.',\n    ),\n  limit: z\n    .number()\n    .int()\n    .min(1)\n    .max(100)\n    .default(25)\n    .describe('Maximum number of deals to return, ranked by healthScore ascending (most at-risk first). Default 25.'),\n})\n\ntype AnalyzeDealsInput = z.infer<typeof analyzeDealsInput>\n\ntype DealAnalysisItem = {\n  id: string\n  title: string\n  value: number | null\n  valueCurrency: string | null\n  stage: string | null\n  status: string\n  daysSinceLastActivity: number\n  primaryContact: string | null\n  healthScore: number\n}\n\ntype AnalyzeDealsOutput = {\n  deals: DealAnalysisItem[]\n  totalAnalyzed: number\n  stalledCount: number\n  windowDays: number\n}\n\nexport function msTodays(ms: number): number {\n  return Math.floor(ms / (1000 * 60 * 60 * 24))\n}\n\nconst analyzeDealsToolDefinition: CustomersAiToolDefinition<AnalyzeDealsInput, AnalyzeDealsOutput> = {\n  name: 'customers.analyze_deals',\n  displayName: 'Analyze deals',\n  description:\n    'Fetch and analyze open deals for the caller tenant. Returns each deal with its days-since-last-activity and a health score (0\u2013100, lower = more stalled). Results are ranked most-at-risk first.',\n  inputSchema: analyzeDealsInput as z.ZodType<AnalyzeDealsInput>,\n  requiredFeatures: ['customers.deals.view'],\n  tags: ['read', 'customers', 'analytics'],\n  isMutation: false,\n  handler: async (rawInput, ctx): Promise<AnalyzeDealsOutput> => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input = analyzeDealsInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const scope = { tenantId, organizationId: ctx.organizationId }\n\n    // Build deal filter\n    const dealWhere: Record<string, unknown> = {\n      tenantId,\n      deletedAt: null,\n    }\n    if (ctx.organizationId) dealWhere.organizationId = ctx.organizationId\n    // Apply stage/status filter when provided. `$or` is composed with the\n    // outer `deletedAt: null` filter \u2014 both must hold \u2014 so the caller-supplied\n    // value matches either the canonical status slug or the stage label.\n    if (input.dealStageFilter) {\n      const filterValue = input.dealStageFilter.trim()\n      if (filterValue.length) {\n        dealWhere.$or = [\n          { status: filterValue },\n          { pipelineStage: filterValue },\n        ]\n      }\n    }\n\n    const deals = await findWithDecryption<CustomerDeal>(\n      em,\n      CustomerDeal,\n      dealWhere as any,\n      {\n        orderBy: { updatedAt: 'desc' },\n        limit: Math.min(input.limit * 4, 400), // Fetch extra so we can rank properly\n      },\n      scope,\n    )\n\n    if (!deals.length) {\n      return { deals: [], totalAnalyzed: 0, stalledCount: 0, windowDays: input.daysOfActivityWindow }\n    }\n\n    const dealIds = deals.map((d) => d.id)\n\n    // Fetch most recent activity per deal within the window in one batch.\n    // CustomerActivity has encrypted columns (subject, body); use the\n    // tenant-aware helper even though this query only reads occurredAt/deal,\n    // so future readers cannot accidentally surface ciphertext.\n    const activityWhere: Record<string, unknown> = {\n      deal: { $in: dealIds },\n      tenantId,\n    }\n    if (ctx.organizationId) activityWhere.organizationId = ctx.organizationId\n    const activities = await findWithDecryption<CustomerActivity>(\n      em,\n      CustomerActivity,\n      activityWhere as any,\n      {\n        orderBy: { occurredAt: 'desc' },\n        limit: 1000,\n      },\n      scope,\n    )\n\n    const lastActivityByDeal = new Map<string, Date>()\n    for (const activity of activities) {\n      const refId = refIdOf((activity as { deal?: unknown }).deal)\n      if (!refId) continue\n      const activityDate = activity.occurredAt ?? activity.createdAt\n      if (!activityDate) continue\n      const existing = lastActivityByDeal.get(refId)\n      if (!existing || activityDate > existing) {\n        lastActivityByDeal.set(refId, activityDate)\n      }\n    }\n\n    // Fetch primary contacts for deals in one batch. CustomerDealPersonLink\n    // has no encrypted columns, but the linked CustomerEntity.display_name is\n    // encrypted, so resolve names via findWithDecryption rather than\n    // populating the relation through raw em.find.\n    const personLinkWhere: Record<string, unknown> = {\n      deal: { $in: dealIds },\n    }\n    const personLinks = await em.find(\n      CustomerDealPersonLink,\n      personLinkWhere as any,\n      { limit: 500 },\n    )\n\n    const linksByDeal = new Map<string, string>() // dealId \u2192 personId (first link wins)\n    for (const link of personLinks) {\n      const dealRefId = refIdOf((link as { deal?: unknown }).deal)\n      const personRefId = refIdOf((link as { person?: unknown }).person)\n      if (!dealRefId || !personRefId) continue\n      if (!linksByDeal.has(dealRefId)) linksByDeal.set(dealRefId, personRefId)\n    }\n\n    const primaryContactByDeal = new Map<string, string>()\n    const personIds = Array.from(new Set(linksByDeal.values()))\n    if (personIds.length) {\n      const personWhere: Record<string, unknown> = {\n        id: { $in: personIds },\n        tenantId,\n      }\n      if (ctx.organizationId) personWhere.organizationId = ctx.organizationId\n      const persons = await findWithDecryption<CustomerEntity>(\n        em,\n        CustomerEntity,\n        personWhere as any,\n        undefined,\n        scope,\n      )\n      const nameByPersonId = new Map<string, string>()\n      for (const person of persons) {\n        const name = person.displayName\n        if (typeof name === 'string' && name.length) {\n          nameByPersonId.set(person.id, name)\n        }\n      }\n      for (const [dealId, personId] of linksByDeal) {\n        const name = nameByPersonId.get(personId)\n        if (name) primaryContactByDeal.set(dealId, name)\n      }\n    }\n\n    const now = Date.now()\n    const analyzed: DealAnalysisItem[] = deals.map((deal) => {\n      const lastActivity = lastActivityByDeal.get(deal.id)\n      const daysSinceLastActivity = lastActivity\n        ? msTodays(now - lastActivity.getTime())\n        : input.daysOfActivityWindow // Treat as fully stalled when no activity\n      const value = deal.valueAmount ? parseFloat(String(deal.valueAmount)) : null\n      return {\n        id: deal.id,\n        title: deal.title,\n        value: Number.isFinite(value) ? value : null,\n        valueCurrency: deal.valueCurrency ?? null,\n        stage: deal.pipelineStage ?? deal.status ?? null,\n        status: deal.status ?? 'open',\n        daysSinceLastActivity,\n        primaryContact: primaryContactByDeal.get(deal.id) ?? null,\n        healthScore: Math.round(computeHealthScore(daysSinceLastActivity)),\n      }\n    })\n\n    // Sort most-at-risk first (lowest health score first, then by value desc)\n    analyzed.sort((a, b) => {\n      if (a.healthScore !== b.healthScore) return a.healthScore - b.healthScore\n      const aVal = a.value ?? 0\n      const bVal = b.value ?? 0\n      return bVal - aVal\n    })\n\n    const truncated = analyzed.slice(0, input.limit)\n    const stalledCount = truncated.filter(\n      (d) => d.daysSinceLastActivity >= input.daysOfActivityWindow,\n    ).length\n\n    return {\n      deals: truncated,\n      totalAnalyzed: deals.length,\n      stalledCount,\n      windowDays: input.daysOfActivityWindow,\n    }\n  },\n}\n\nexport const dealAnalyzerAiTools: CustomersAiToolDefinition[] = [\n  analyzeDealsToolDefinition as unknown as CustomersAiToolDefinition,\n]\n\nexport default dealAnalyzerAiTools\n"],
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+  "sourcesContent": ["/**\n * `customers.analyze_deals` \u2014 analytical read-only tool for the deal_analyzer\n * agent (Step d1 of the deal-analyzer-demo).\n *\n * Reads deals scoped to the caller tenant/org, enriches each deal with the\n * most recent activity timestamp (days-since-last-activity), computes a simple\n * healthScore, and returns a ranked list. The handler issues two bounded DB\n * reads (deals + activities) \u2014 no N+1.\n *\n * `customers.update_deal_stage` already exists in deals-pack.ts and is\n * imported and re-exported here so the deal_analyzer agent's `allowedTools`\n * list can reference both under a single pack. The tool itself is NOT\n * redeclared here.\n */\nimport type { EntityManager } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerDeal,\n  CustomerActivity,\n  CustomerDealPersonLink,\n  CustomerEntity,\n} from '../data/entities'\nimport {\n  assertTenantScope,\n  type CustomersAiToolDefinition,\n  type CustomersToolContext,\n} from './types'\n\nfunction refIdOf(ref: unknown): string | undefined {\n  if (!ref) return undefined\n  if (typeof ref === 'string') return ref\n  if (typeof ref === 'object' && typeof (ref as { id?: unknown }).id === 'string') {\n    return (ref as { id: string }).id\n  }\n  return undefined\n}\n\nfunction resolveEm(ctx: CustomersToolContext): EntityManager {\n  return ctx.container.resolve<EntityManager>('em')\n}\n\nfunction clamp(value: number, min: number, max: number): number {\n  return Math.min(Math.max(value, min), max)\n}\n\n/**\n * Compute a health score for a deal:\n *   healthScore = clamp((30 - daysSinceLastActivity) / 30 * 100, 0, 100)\n * A deal with activity within the last 30 days scores > 0. Deals with no\n * activity default to daysSinceLastActivity = activityWindow so they score 0.\n * Exported for unit testing.\n */\nexport function computeHealthScore(daysSinceLastActivity: number): number {\n  return clamp(((30 - daysSinceLastActivity) / 30) * 100, 0, 100)\n}\n\nconst analyzeDealsInput = z.object({\n  dealStageFilter: z\n    .string()\n    .optional()\n    .describe(\n      'Optional pipeline stage name or status slug to restrict results (e.g. \"open\", \"qualification\", \"negotiation\").',\n    ),\n  daysOfActivityWindow: z\n    .number()\n    .int()\n    .min(1)\n    .max(365)\n    .default(30)\n    .describe(\n      'Number of days to look back for \"last activity\" calculation. Deals with no activity in this window are flagged as stalled. Default 30.',\n    ),\n  limit: z\n    .number()\n    .int()\n    .min(1)\n    .max(100)\n    .default(25)\n    .describe('Maximum number of deals to return, ranked by healthScore ascending (most at-risk first). Default 25.'),\n})\n\ntype AnalyzeDealsInput = z.infer<typeof analyzeDealsInput>\n\ntype DealAnalysisItem = {\n  id: string\n  title: string\n  value: number | null\n  valueCurrency: string | null\n  stage: string | null\n  status: string\n  daysSinceLastActivity: number\n  primaryContact: string | null\n  healthScore: number\n}\n\ntype AnalyzeDealsOutput = {\n  deals: DealAnalysisItem[]\n  totalAnalyzed: number\n  stalledCount: number\n  windowDays: number\n}\n\nexport function msTodays(ms: number): number {\n  return Math.floor(ms / (1000 * 60 * 60 * 24))\n}\n\nconst analyzeDealsToolDefinition: CustomersAiToolDefinition<AnalyzeDealsInput, AnalyzeDealsOutput> = {\n  name: 'customers.analyze_deals',\n  displayName: 'Analyze deals',\n  description:\n    'Fetch and analyze open deals for the caller tenant. Returns each deal with its days-since-last-activity and a health score (0\u2013100, lower = more stalled). Results are ranked most-at-risk first.',\n  inputSchema: analyzeDealsInput as z.ZodType<AnalyzeDealsInput>,\n  requiredFeatures: ['customers.deals.view'],\n  tags: ['read', 'customers', 'analytics'],\n  isMutation: false,\n  handler: async (rawInput, ctx): Promise<AnalyzeDealsOutput> => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input = analyzeDealsInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const scope = { tenantId, organizationId: ctx.organizationId }\n\n    // Build deal filter\n    const dealWhere: Record<string, unknown> = {\n      tenantId,\n      deletedAt: null,\n    }\n    if (ctx.organizationId) dealWhere.organizationId = ctx.organizationId\n    // Apply stage/status filter when provided. `$or` is composed with the\n    // outer `deletedAt: null` filter \u2014 both must hold \u2014 so the caller-supplied\n    // value matches either the canonical status slug or the stage label.\n    if (input.dealStageFilter) {\n      const filterValue = input.dealStageFilter.trim()\n      if (filterValue.length) {\n        dealWhere.$or = [\n          { status: filterValue },\n          { pipelineStage: filterValue },\n        ]\n      }\n    }\n\n    const deals = await findWithDecryption<CustomerDeal>(\n      em,\n      CustomerDeal,\n      dealWhere as any,\n      {\n        orderBy: { updatedAt: 'desc' },\n        limit: Math.min(input.limit * 4, 400), // Fetch extra so we can rank properly\n      },\n      scope,\n    )\n\n    if (!deals.length) {\n      return { deals: [], totalAnalyzed: 0, stalledCount: 0, windowDays: input.daysOfActivityWindow }\n    }\n\n    const dealIds = deals.map((d) => d.id)\n\n    // Fetch most recent activity per deal within the window in one batch.\n    // CustomerActivity has encrypted columns (subject, body); use the\n    // tenant-aware helper even though this query only reads occurredAt/deal,\n    // so future readers cannot accidentally surface ciphertext.\n    const activityWhere: Record<string, unknown> = {\n      deal: { $in: dealIds },\n      tenantId,\n    }\n    if (ctx.organizationId) activityWhere.organizationId = ctx.organizationId\n    const activities = await findWithDecryption<CustomerActivity>(\n      em,\n      CustomerActivity,\n      activityWhere as any,\n      {\n        orderBy: { occurredAt: 'desc' },\n        limit: 1000,\n      },\n      scope,\n    )\n\n    const lastActivityByDeal = new Map<string, Date>()\n    for (const activity of activities) {\n      const refId = refIdOf((activity as { deal?: unknown }).deal)\n      if (!refId) continue\n      const activityDate = activity.occurredAt ?? activity.createdAt\n      if (!activityDate) continue\n      const existing = lastActivityByDeal.get(refId)\n      if (!existing || activityDate > existing) {\n        lastActivityByDeal.set(refId, activityDate)\n      }\n    }\n\n    // Fetch primary contacts for deals in one batch. CustomerDealPersonLink\n    // has no encrypted columns, but the linked CustomerEntity.display_name is\n    // encrypted, so resolve names via findWithDecryption rather than\n    // populating the relation through raw em.find.\n    // Defense-in-depth: `customer_deal_people` carries no tenant/org columns,\n    // so DB-level scoping is via the tenant-filtered `dealIds` set. Filter the\n    // returned rows against the caller-scoped deals map so a future refactor\n    // that widens `dealIds` cannot surface cross-tenant links.\n    const dealById = new Map<string, CustomerDeal>(deals.map((deal) => [deal.id, deal]))\n    const scopedDealIds = Array.from(dealById.keys())\n    const personLinkWhere: Record<string, unknown> = {\n      deal: { $in: scopedDealIds },\n    }\n    const personLinksRaw = await em.find(\n      CustomerDealPersonLink,\n      personLinkWhere as any,\n      { limit: 500 },\n    )\n    const personLinks = personLinksRaw.filter((link) => {\n      const dealRefId = refIdOf((link as { deal?: unknown }).deal)\n      if (!dealRefId) return false\n      const scopedDeal = dealById.get(dealRefId)\n      if (!scopedDeal) return false\n      if (scopedDeal.tenantId !== tenantId) return false\n      if (ctx.organizationId && scopedDeal.organizationId !== ctx.organizationId) return false\n      return true\n    })\n\n    const linksByDeal = new Map<string, string>() // dealId \u2192 personId (first link wins)\n    for (const link of personLinks) {\n      const dealRefId = refIdOf((link as { deal?: unknown }).deal)\n      const personRefId = refIdOf((link as { person?: unknown }).person)\n      if (!dealRefId || !personRefId) continue\n      if (!linksByDeal.has(dealRefId)) linksByDeal.set(dealRefId, personRefId)\n    }\n\n    const primaryContactByDeal = new Map<string, string>()\n    const personIds = Array.from(new Set(linksByDeal.values()))\n    if (personIds.length) {\n      const personWhere: Record<string, unknown> = {\n        id: { $in: personIds },\n        tenantId,\n      }\n      if (ctx.organizationId) personWhere.organizationId = ctx.organizationId\n      const persons = await findWithDecryption<CustomerEntity>(\n        em,\n        CustomerEntity,\n        personWhere as any,\n        undefined,\n        scope,\n      )\n      const nameByPersonId = new Map<string, string>()\n      for (const person of persons) {\n        const name = person.displayName\n        if (typeof name === 'string' && name.length) {\n          nameByPersonId.set(person.id, name)\n        }\n      }\n      for (const [dealId, personId] of linksByDeal) {\n        const name = nameByPersonId.get(personId)\n        if (name) primaryContactByDeal.set(dealId, name)\n      }\n    }\n\n    const now = Date.now()\n    const analyzed: DealAnalysisItem[] = deals.map((deal) => {\n      const lastActivity = lastActivityByDeal.get(deal.id)\n      const daysSinceLastActivity = lastActivity\n        ? msTodays(now - lastActivity.getTime())\n        : input.daysOfActivityWindow // Treat as fully stalled when no activity\n      const value = deal.valueAmount ? parseFloat(String(deal.valueAmount)) : null\n      return {\n        id: deal.id,\n        title: deal.title,\n        value: Number.isFinite(value) ? value : null,\n        valueCurrency: deal.valueCurrency ?? null,\n        stage: deal.pipelineStage ?? deal.status ?? null,\n        status: deal.status ?? 'open',\n        daysSinceLastActivity,\n        primaryContact: primaryContactByDeal.get(deal.id) ?? null,\n        healthScore: Math.round(computeHealthScore(daysSinceLastActivity)),\n      }\n    })\n\n    // Sort most-at-risk first (lowest health score first, then by value desc)\n    analyzed.sort((a, b) => {\n      if (a.healthScore !== b.healthScore) return a.healthScore - b.healthScore\n      const aVal = a.value ?? 0\n      const bVal = b.value ?? 0\n      return bVal - aVal\n    })\n\n    const truncated = analyzed.slice(0, input.limit)\n    const stalledCount = truncated.filter(\n      (d) => d.daysSinceLastActivity >= input.daysOfActivityWindow,\n    ).length\n\n    return {\n      deals: truncated,\n      totalAnalyzed: deals.length,\n      stalledCount,\n      windowDays: input.daysOfActivityWindow,\n    }\n  },\n}\n\nexport const dealAnalyzerAiTools: CustomersAiToolDefinition[] = [\n  analyzeDealsToolDefinition as unknown as CustomersAiToolDefinition,\n]\n\nexport default dealAnalyzerAiTools\n"],
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package/dist/modules/customers/ai-tools/deals-pack.js

@@ -8,6 +8,11 @@ import {
   CustomerDeal,
   CustomerPipelineStage
 } from "../data/entities.js";
+import {
+  dealClosureOutcomeFromStatus,
+  loadClosurePipelineStageSnapshot
+} from "../lib/closureStage.js";
+import { canonicalDealStatus, isClosedDealStatus } from "../lib/dealStatus.js";
 import {
   assertTenantScope
 } from "./types.js";
@@ -29,7 +34,7 @@ const listDealsInput = z.object({
 const listDealsTool = defineApiBackedAiTool({
   name: "customers.list_deals",
   displayName: "List deals",
-  description: "Search / list deals for the caller tenant + organization. Optional filters include linked person / company / pipeline stage.",
+  description: 'Search / list deals for the caller tenant + organization. Optional filters include linked person / company / pipeline stage. Returns { items, total, totalIsCapped, limit, offset }. When totalIsCapped is true, total is a floor ("at least N", render it as "N+"), and pagination is exhausted only when a page returns fewer than limit items \u2014 never when offset reaches total.',
   inputSchema: listDealsInput,
   requiredFeatures: ["customers.deals.view"],
   toOperation: (input, ctx) => {
@@ -83,6 +88,9 @@ const listDealsTool = defineApiBackedAiTool({
         };
       }),
       total: typeof data.total === "number" ? data.total : 0,
+      // A capped count reports a floor: phrase the total as "at least N" and
+      // never treat it as proof that pagination is exhausted.
+      totalIsCapped: data.totalIsCapped === true,
       limit,
       offset
     };
@@ -298,34 +306,72 @@ const updateDealStageTool = {
       afterPipelineStageLabel = stage?.label ?? input.toPipelineStageId;
     } else if (input.toStage) {
       afterStatus = input.toStage;
+      const organizationId = deal.organizationId ?? ctx.organizationId ?? null;
+      const outcome = dealClosureOutcomeFromStatus(input.toStage);
+      if (outcome && organizationId) {
+        const terminalStage = await loadClosurePipelineStageSnapshot(em, {
+          pipelineId: deal.pipelineId ?? null,
+          closureOutcome: outcome,
+          tenantId,
+          organizationId
+        });
+        if (terminalStage) {
+          afterPipelineStageId = terminalStage.id;
+          afterPipelineStageLabel = terminalStage.label;
+        }
+      }
     }
     const beforeStatus = deal.status ?? null;
     const beforePipelineStageId = deal.pipelineStageId ?? null;
     const beforePipelineStageLabel = deal.pipelineStage ?? beforePipelineStageId;
+    const beforeClosureOutcome = deal.closureOutcome ?? null;
+    const beforeLossReasonId = deal.lossReasonId ?? null;
+    const beforeLossNotes = deal.lossNotes ?? null;
+    const requestedOutcome = dealClosureOutcomeFromStatus(input.toStage);
+    const clearsClosure = input.toPipelineStageId === void 0 && input.toStage !== void 0 && !requestedOutcome && !isClosedDealStatus(canonicalDealStatus(input.toStage));
+    const afterClosureOutcome = clearsClosure ? null : requestedOutcome ?? beforeClosureOutcome;
+    const closureOutcomeCleared = beforeClosureOutcome !== null && afterClosureOutcome === null;
+    const afterLossReasonId = closureOutcomeCleared ? null : beforeLossReasonId;
+    const afterLossNotes = closureOutcomeCleared ? null : beforeLossNotes;
     return {
       recordId: deal.id,
       entityType: "customers.deal",
       recordVersion: recordVersionFromUpdatedAt(deal.updatedAt),
       before: {
         status: beforeStatus,
-        pipelineStageId: beforePipelineStageId
+        pipelineStageId: beforePipelineStageId,
+        closureOutcome: beforeClosureOutcome,
+        lossReasonId: beforeLossReasonId,
+        lossNotes: beforeLossNotes
       },
       after: {
         status: afterStatus,
-        pipelineStageId: afterPipelineStageId
+        pipelineStageId: afterPipelineStageId,
+        closureOutcome: afterClosureOutcome,
+        lossReasonId: afterLossReasonId,
+        lossNotes: afterLossNotes
       },
       display: {
         fieldLabels: {
           status: "Status",
-          pipelineStageId: "Pipeline stage"
+          pipelineStageId: "Pipeline stage",
+          closureOutcome: "Closure outcome",
+          lossReasonId: "Loss reason",
+          lossNotes: "Loss notes"
         },
         before: {
           ...beforeStatus ? { status: titleStatus(beforeStatus) } : {},
-          ...beforePipelineStageLabel ? { pipelineStageId: beforePipelineStageLabel } : {}
+          ...beforePipelineStageLabel ? { pipelineStageId: beforePipelineStageLabel } : {},
+          ...beforeClosureOutcome ? { closureOutcome: titleStatus(beforeClosureOutcome) } : {},
+          ...beforeLossReasonId ? { lossReasonId: beforeLossReasonId } : {},
+          ...beforeLossNotes ? { lossNotes: beforeLossNotes } : {}
         },
         after: {
           ...afterStatus ? { status: titleStatus(afterStatus) } : {},
-          ...afterPipelineStageLabel ? { pipelineStageId: afterPipelineStageLabel } : {}
+          ...afterPipelineStageLabel ? { pipelineStageId: afterPipelineStageLabel } : {},
+          ...afterClosureOutcome ? { closureOutcome: titleStatus(afterClosureOutcome) } : closureOutcomeCleared ? { closureOutcome: "\u2014" } : {},
+          ...afterLossReasonId ? { lossReasonId: afterLossReasonId } : {},
+          ...afterLossNotes ? { lossNotes: afterLossNotes } : {}
         }
       }
     };

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customers/ai-tools/deals-pack.ts"],
-  "sourcesContent": ["/**\n * `customers.list_deals` + `customers.get_deal` (Phase 1 WS-C, Step 3.9).\n * `customers.update_deal_stage` mutation tool (Phase 3 WS-C, Step 5.13).\n *\n * Phase 3a of `.ai/specs/implemented/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_deals` is now an API-backed wrapper over\n * `GET /api/customers/deals`. Tool name, schema, requiredFeatures, and output\n * shape are unchanged.\n *\n * Phase 3c of the same spec migrates `customers.get_deal` to the documented\n * aggregate detail route. The handler issues 1 call without `includeRelated`\n * (`GET /customers/deals/<id>`) and 3 bounded calls with `includeRelated`\n * (deal detail + activities + comments by `dealId`). The 3-call cap matches\n * the spec's residual N+1 budget; deeper aggregation can earn a first-class\n * API later without touching the AI surface.\n */\nimport type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerDeal,\n  CustomerPipelineStage,\n} from '../data/entities'\nimport {\n  assertTenantScope,\n  type CustomersAiToolDefinition,\n  type CustomersToolContext,\n  type CustomersToolLoadBeforeSingleRecord,\n} from './types'\n\nfunction resolveEm(ctx: CustomersToolContext | AiToolExecutionContext): EntityManager {\n  return ctx.container.resolve<EntityManager>('em')\n}\n\nfunction buildScope(ctx: CustomersToolContext | AiToolExecutionContext, tenantId: string) {\n  return { tenantId, organizationId: ctx.organizationId }\n}\n\nconst listDealsInput = z\n  .object({\n    q: z.string().trim().optional().describe('Search text matched against deal title / description. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    personId: z.string().uuid().optional().describe('Return only deals linked to this person entity id.'),\n    companyId: z.string().uuid().optional().describe('Return only deals linked to this company entity id.'),\n    pipelineStageId: z.string().uuid().optional().describe('Return only deals at this pipeline stage.'),\n    status: z.string().optional().describe('Filter by deal status (e.g. \"open\", \"won\", \"lost\").'),\n  })\n  .passthrough()\n\ntype ListDealsInput = z.infer<typeof listDealsInput>\n\ntype ListDealsApiItem = {\n  id?: string\n  title?: string | null\n  description?: string | null\n  status?: string | null\n  pipeline_id?: string | null\n  pipelineId?: string | null\n  pipeline_stage_id?: string | null\n  pipelineStageId?: string | null\n  value_amount?: string | number | null\n  valueAmount?: string | number | null\n  value_currency?: string | null\n  valueCurrency?: string | null\n  probability?: number | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  expected_close_at?: string | null\n  expectedCloseAt?: string | null\n  source?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListDealsApiResponse = {\n  items?: ListDealsApiItem[]\n  total?: number\n}\n\ntype ListDealsOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listDealsTool = defineApiBackedAiTool<ListDealsInput, ListDealsApiResponse, ListDealsOutput>({\n  name: 'customers.list_deals',\n  displayName: 'List deals',\n  description:\n    'Search / list deals for the caller tenant + organization. Optional filters include linked person / company / pipeline stage.',\n  inputSchema: listDealsInput,\n  requiredFeatures: ['customers.deals.view'],\n  toOperation: (input, ctx) => {\n    assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.personId) query.personId = input.personId\n    if (input.companyId) query.companyId = input.companyId\n    if (input.pipelineStageId) query.pipelineStageId = input.pipelineStageId\n    if (input.status) query.status = input.status\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/deals',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListDealsApiResponse\n    const rawItems: ListDealsApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => {\n        const expectedCloseRaw = row.expected_close_at ?? row.expectedCloseAt ?? null\n        const expectedCloseAt = expectedCloseRaw ? new Date(String(expectedCloseRaw)).toISOString() : null\n        const createdAtRaw = row.created_at ?? row.createdAt ?? null\n        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null\n        return {\n          id: row.id,\n          title: row.title ?? null,\n          description: row.description ?? null,\n          status: row.status ?? null,\n          pipelineId: row.pipeline_id ?? row.pipelineId ?? null,\n          pipelineStageId: row.pipeline_stage_id ?? row.pipelineStageId ?? null,\n          valueAmount: row.value_amount ?? row.valueAmount ?? null,\n          valueCurrency: row.value_currency ?? row.valueCurrency ?? null,\n          probability: row.probability ?? null,\n          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,\n          expectedCloseAt,\n          source: row.source ?? null,\n          organizationId: row.organization_id ?? row.organizationId ?? null,\n          tenantId: row.tenant_id ?? row.tenantId ?? null,\n          createdAt,\n        }\n      }),\n      total: typeof data.total === 'number' ? data.total : 0,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getDealInput = z.object({\n  dealId: z.string().uuid().describe('Deal id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, linked people and companies (each capped at 100).'),\n})\n\ntype GetDealInput = z.infer<typeof getDealInput>\n\nfunction toIsoDeal(value: unknown): string | null {\n  if (!value) return null\n  const dt = value instanceof Date ? value : new Date(String(value))\n  if (Number.isNaN(dt.getTime())) return null\n  return dt.toISOString()\n}\n\nconst getDealTool: CustomersAiToolDefinition = {\n  name: 'customers.get_deal',\n  displayName: 'Get deal',\n  description:\n    'Fetch a deal by id with fields and (optionally) notes, activities, linked people, and linked companies. Returns { found: false } when outside tenant/org scope.',\n  inputSchema: getDealInput,\n  requiredFeatures: ['customers.deals.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId: _tenantId } = assertTenantScope(ctx)\n    void _tenantId\n    const input: GetDealInput = getDealInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n\n    const detailResponse = await runner.run<Record<string, unknown>>({\n      method: 'GET',\n      path: `/customers/deals/${input.dealId}`,\n    })\n    if (!detailResponse.success) {\n      if (detailResponse.statusCode === 404 || detailResponse.statusCode === 403) {\n        return { found: false as const, dealId: input.dealId }\n      }\n      throw new Error(detailResponse.error ?? `Failed to fetch deal ${input.dealId}`)\n    }\n    const detail = (detailResponse.data ?? {}) as Record<string, unknown>\n    const dealRow = (detail.deal ?? null) as Record<string, unknown> | null\n    if (!dealRow) {\n      return { found: false as const, dealId: input.dealId }\n    }\n    const customFields = (detail.customFields ?? {}) as Record<string, unknown>\n    const peopleRows = Array.isArray(detail.people) ? (detail.people as Array<Record<string, unknown>>) : []\n    const companiesRows = Array.isArray(detail.companies)\n      ? (detail.companies as Array<Record<string, unknown>>)\n      : []\n\n    let related: Record<string, unknown> | null = null\n    if (includeRelated) {\n      const [activitiesResponse, commentsResponse] = await Promise.all([\n        runner.run<{ items?: Array<Record<string, unknown>>; total?: number }>({\n          method: 'GET',\n          path: '/customers/activities',\n          query: { dealId: input.dealId, page: 1, pageSize: 100, sortField: 'occurredAt', sortDir: 'desc' },\n        }),\n        runner.run<{ items?: Array<Record<string, unknown>>; total?: number }>({\n          method: 'GET',\n          path: '/customers/comments',\n          query: { dealId: input.dealId, page: 1, pageSize: 100 },\n        }),\n      ])\n      const activities =\n        activitiesResponse.success && Array.isArray(activitiesResponse.data?.items)\n          ? (activitiesResponse.data!.items as Array<Record<string, unknown>>)\n          : []\n      const comments =\n        commentsResponse.success && Array.isArray(commentsResponse.data?.items)\n          ? (commentsResponse.data!.items as Array<Record<string, unknown>>)\n          : []\n\n      related = {\n        activities: activities.map((activity) => ({\n          id: activity.id,\n          activityType: activity.activityType ?? activity.activity_type ?? null,\n          subject: activity.subject ?? null,\n          body: activity.body ?? null,\n          occurredAt: toIsoDeal(activity.occurredAt ?? activity.occurred_at),\n          createdAt: toIsoDeal(activity.createdAt ?? activity.created_at),\n        })),\n        notes: comments.map((comment) => ({\n          id: comment.id,\n          body: comment.body,\n          authorUserId: comment.authorUserId ?? comment.author_user_id ?? null,\n          createdAt: toIsoDeal(comment.createdAt ?? comment.created_at),\n        })),\n        people: peopleRows\n          .map((person) => {\n            if (!person || typeof person !== 'object') return null\n            const id = typeof person.id === 'string' ? person.id : null\n            if (!id) return null\n            const subtitle = typeof person.subtitle === 'string' ? person.subtitle : null\n            const label = typeof person.label === 'string' ? person.label : ''\n            const entry: {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n              participantRole: string | null\n            } = {\n              id,\n              displayName: label,\n              primaryEmail: subtitle && subtitle.includes('@') ? subtitle : null,\n              primaryPhone: subtitle && !subtitle.includes('@') ? subtitle : null,\n              participantRole: null as string | null,\n            }\n            return entry\n          })\n          .filter(\n            (value): value is {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n              participantRole: string | null\n            } => value !== null,\n          ),\n        companies: companiesRows\n          .map((company) => {\n            if (!company || typeof company !== 'object') return null\n            const id = typeof company.id === 'string' ? company.id : null\n            if (!id) return null\n            const label = typeof company.label === 'string' ? company.label : ''\n            const entry: {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n            } = {\n              id,\n              displayName: label,\n              primaryEmail: null as string | null,\n              primaryPhone: null as string | null,\n            }\n            return entry\n          })\n          .filter(\n            (value): value is {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n            } => value !== null,\n          ),\n      }\n    }\n\n    return {\n      found: true as const,\n      deal: {\n        id: dealRow.id,\n        title: typeof dealRow.title === 'string' ? dealRow.title : '',\n        description: dealRow.description ?? null,\n        status: dealRow.status ?? null,\n        pipelineId: dealRow.pipelineId ?? null,\n        pipelineStageId: dealRow.pipelineStageId ?? null,\n        valueAmount: dealRow.valueAmount ?? null,\n        valueCurrency: dealRow.valueCurrency ?? null,\n        probability: dealRow.probability ?? null,\n        ownerUserId: dealRow.ownerUserId ?? null,\n        expectedCloseAt: toIsoDeal(dealRow.expectedCloseAt),\n        source: dealRow.source ?? null,\n        organizationId: dealRow.organizationId ?? null,\n        tenantId: dealRow.tenantId ?? null,\n        createdAt: toIsoDeal(dealRow.createdAt),\n        updatedAt: toIsoDeal(dealRow.updatedAt),\n      },\n      customFields,\n      related,\n    }\n  },\n}\n\n/**\n * Mutation tool: move a deal to a different pipeline stage. Step 5.13 \u2014 first\n * mutation-capable flow on the pending-action contract.\n *\n * Accepts either `toPipelineStageId` (UUID \u2014 preferred, tenant-scoped stage\n * record) or `toStage` (free-form string that maps to `CustomerDeal.status`\n * for pipeline roots like `open`/`won`/`lost`). Exactly one must be provided.\n *\n * The handler delegates to the existing `customers.deals.update` command so\n * all side effects (audit log, `customers.deal.updated` event, query index\n * refresh, notifications) stay identical to a direct API write.\n */\n// LLMs frequently emit `\"\"` for \"not provided\" \u2014 coerce blanks (and surrounding\n// whitespace) to `undefined` BEFORE the per-field validators run so the\n// `.uuid()` check on `toPipelineStageId` does not blow up on an empty string\n// the caller actually meant as \"skip this field\".\nconst blankToUndefined = (value: unknown): unknown => {\n  if (typeof value !== 'string') return value\n  const trimmed = value.trim()\n  return trimmed.length === 0 ? undefined : trimmed\n}\n\nconst updateDealStageInput = z\n  .object({\n    dealId: z.string().uuid().describe('Deal id (UUID) to update.'),\n    toPipelineStageId: z\n      .preprocess(blankToUndefined, z.string().uuid().optional())\n      .describe('Target pipeline stage id (UUID). Preferred \u2014 tenant-scoped stage record.'),\n    toStage: z\n      .preprocess(blankToUndefined, z.string().min(1).max(50).optional())\n      .describe(\n        'Target status slug (e.g. \"open\", \"won\", \"lost\"). Used when the deal does not belong to a managed pipeline.',\n      ),\n  })\n  .refine(\n    (value) => Boolean(value.toPipelineStageId) !== Boolean(value.toStage),\n    {\n      message: 'Provide exactly one of toPipelineStageId or toStage.',\n      path: ['toPipelineStageId'],\n    },\n  )\n\ntype UpdateDealStageInput = z.infer<typeof updateDealStageInput>\n\nfunction recordVersionFromUpdatedAt(updatedAt: Date | null | undefined): string | null {\n  if (!updatedAt) return null\n  const value = updatedAt instanceof Date ? updatedAt : new Date(updatedAt)\n  if (Number.isNaN(value.getTime())) return null\n  return value.toISOString()\n}\n\nfunction titleStatus(value: string | null | undefined): string | undefined {\n  if (!value) return undefined\n  return value\n    .split(/[_\\s-]+/)\n    .filter(Boolean)\n    .map((part) => part.charAt(0).toUpperCase() + part.slice(1))\n    .join(' ')\n}\n\nasync function loadDealWithStage(\n  em: EntityManager,\n  ctx: CustomersToolContext,\n  tenantId: string,\n  dealId: string,\n): Promise<CustomerDeal | null> {\n  const where: Record<string, unknown> = { id: dealId, tenantId, deletedAt: null }\n  if (ctx.organizationId) where.organizationId = ctx.organizationId\n  const deal = await findOneWithDecryption<CustomerDeal>(\n    em,\n    CustomerDeal,\n    where as FilterQuery<CustomerDeal>,\n    undefined,\n    buildScope(ctx, tenantId),\n  )\n  if (!deal || deal.tenantId !== tenantId) return null\n  if (ctx.organizationId && deal.organizationId !== ctx.organizationId) return null\n  return deal\n}\n\nasync function loadPipelineStage(\n  em: EntityManager,\n  ctx: CustomersToolContext,\n  tenantId: string,\n  stageId: string,\n  organizationId: string,\n): Promise<CustomerPipelineStage | null> {\n  return findOneWithDecryption<CustomerPipelineStage>(\n    em,\n    CustomerPipelineStage,\n    {\n      id: stageId,\n      tenantId,\n      organizationId,\n    },\n    undefined,\n    buildScope(ctx, tenantId),\n  )\n}\n\nconst updateDealStageTool: CustomersAiToolDefinition = {\n  name: 'customers.update_deal_stage',\n  displayName: 'Update deal stage',\n  description:\n    'Move a deal to a different pipeline stage (by stage id) or change its top-level status (e.g. \"open\", \"won\", \"lost\"). Mutation tool \u2014 flows through the AI pending-action approval gate.',\n  inputSchema: updateDealStageInput as z.ZodType<unknown>,\n  requiredFeatures: ['customers.deals.manage'],\n  tags: ['write', 'customers'],\n  isMutation: true,\n  loadBeforeRecord: async (rawInput, ctx): Promise<CustomersToolLoadBeforeSingleRecord | null> => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: UpdateDealStageInput = updateDealStageInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId)\n    if (!deal) return null\n    let afterStatus = deal.status ?? null\n    let afterPipelineStageId = deal.pipelineStageId ?? null\n    let afterPipelineStageLabel = deal.pipelineStage ?? null\n    if (input.toPipelineStageId) {\n      const organizationId = deal.organizationId ?? ctx.organizationId ?? null\n      const stage = organizationId\n        ? await loadPipelineStage(em, ctx, tenantId, input.toPipelineStageId, organizationId)\n        : null\n      afterPipelineStageId = input.toPipelineStageId\n      afterPipelineStageLabel = stage?.label ?? input.toPipelineStageId\n    } else if (input.toStage) {\n      afterStatus = input.toStage\n    }\n    const beforeStatus = deal.status ?? null\n    const beforePipelineStageId = deal.pipelineStageId ?? null\n    const beforePipelineStageLabel = deal.pipelineStage ?? beforePipelineStageId\n    return {\n      recordId: deal.id,\n      entityType: 'customers.deal',\n      recordVersion: recordVersionFromUpdatedAt(deal.updatedAt),\n      before: {\n        status: beforeStatus,\n        pipelineStageId: beforePipelineStageId,\n      },\n      after: {\n        status: afterStatus,\n        pipelineStageId: afterPipelineStageId,\n      },\n      display: {\n        fieldLabels: {\n          status: 'Status',\n          pipelineStageId: 'Pipeline stage',\n        },\n        before: {\n          ...(beforeStatus ? { status: titleStatus(beforeStatus) } : {}),\n          ...(beforePipelineStageLabel ? { pipelineStageId: beforePipelineStageLabel } : {}),\n        },\n        after: {\n          ...(afterStatus ? { status: titleStatus(afterStatus) } : {}),\n          ...(afterPipelineStageLabel ? { pipelineStageId: afterPipelineStageLabel } : {}),\n        },\n      },\n    }\n  },\n  handler: async (rawInput, ctx) => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: UpdateDealStageInput = updateDealStageInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId)\n    if (!deal) {\n      throw new Error(`Deal \"${input.dealId}\" is not accessible to the caller.`)\n    }\n    const organizationId = deal.organizationId\n    if (!organizationId) {\n      throw new Error(`Deal \"${input.dealId}\" has no organization scope.`)\n    }\n\n    const before = {\n      status: deal.status ?? null,\n      pipelineStage: deal.pipelineStage ?? null,\n      pipelineStageId: deal.pipelineStageId ?? null,\n    }\n\n    const body: Record<string, unknown> = {\n      id: deal.id,\n      tenantId,\n      organizationId,\n    }\n    if (input.toPipelineStageId) {\n      const stage = await loadPipelineStage(em, ctx, tenantId, input.toPipelineStageId, organizationId)\n      if (!stage) {\n        throw new Error('Pipeline stage not found.')\n      }\n      body.pipelineStageId = input.toPipelineStageId\n    } else if (input.toStage) {\n      body.status = input.toStage\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run({\n      method: 'PUT',\n      path: '/customers/deals',\n      body,\n    })\n    if (!response.success) {\n      throw new Error(response.error ?? `Failed to update deal \"${deal.id}\"`)\n    }\n\n    const after = await loadDealWithStage(em, ctx, tenantId, deal.id)\n    return {\n      recordId: deal.id,\n      commandName: 'customers.deals.update',\n      before,\n      after: after\n        ? {\n            status: after.status ?? null,\n            pipelineStage: after.pipelineStage ?? null,\n            pipelineStageId: after.pipelineStageId ?? null,\n          }\n        : null,\n    }\n  },\n}\n\nexport const dealsAiTools: CustomersAiToolDefinition[] = [listDealsTool, getDealTool, updateDealStageTool]\n\nexport default dealsAiTools\n"],
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+  "sourcesContent": ["/**\n * `customers.list_deals` + `customers.get_deal` (Phase 1 WS-C, Step 3.9).\n * `customers.update_deal_stage` mutation tool (Phase 3 WS-C, Step 5.13).\n *\n * Phase 3a of `.ai/specs/implemented/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_deals` is now an API-backed wrapper over\n * `GET /api/customers/deals`. Tool name, schema, requiredFeatures, and output\n * shape are unchanged.\n *\n * Phase 3c of the same spec migrates `customers.get_deal` to the documented\n * aggregate detail route. The handler issues 1 call without `includeRelated`\n * (`GET /customers/deals/<id>`) and 3 bounded calls with `includeRelated`\n * (deal detail + activities + comments by `dealId`). The 3-call cap matches\n * the spec's residual N+1 budget; deeper aggregation can earn a first-class\n * API later without touching the AI surface.\n */\nimport type { EntityManager, FilterQuery } from '@mikro-orm/postgresql'\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { findOneWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerDeal,\n  CustomerPipelineStage,\n} from '../data/entities'\nimport {\n  dealClosureOutcomeFromStatus,\n  loadClosurePipelineStageSnapshot,\n} from '../lib/closureStage'\nimport { canonicalDealStatus, isClosedDealStatus } from '../lib/dealStatus'\nimport {\n  assertTenantScope,\n  type CustomersAiToolDefinition,\n  type CustomersToolContext,\n  type CustomersToolLoadBeforeSingleRecord,\n} from './types'\n\nfunction resolveEm(ctx: CustomersToolContext | AiToolExecutionContext): EntityManager {\n  return ctx.container.resolve<EntityManager>('em')\n}\n\nfunction buildScope(ctx: CustomersToolContext | AiToolExecutionContext, tenantId: string) {\n  return { tenantId, organizationId: ctx.organizationId }\n}\n\nconst listDealsInput = z\n  .object({\n    q: z.string().trim().optional().describe('Search text matched against deal title / description. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    personId: z.string().uuid().optional().describe('Return only deals linked to this person entity id.'),\n    companyId: z.string().uuid().optional().describe('Return only deals linked to this company entity id.'),\n    pipelineStageId: z.string().uuid().optional().describe('Return only deals at this pipeline stage.'),\n    status: z.string().optional().describe('Filter by deal status (e.g. \"open\", \"won\", \"lost\").'),\n  })\n  .passthrough()\n\ntype ListDealsInput = z.infer<typeof listDealsInput>\n\ntype ListDealsApiItem = {\n  id?: string\n  title?: string | null\n  description?: string | null\n  status?: string | null\n  pipeline_id?: string | null\n  pipelineId?: string | null\n  pipeline_stage_id?: string | null\n  pipelineStageId?: string | null\n  value_amount?: string | number | null\n  valueAmount?: string | number | null\n  value_currency?: string | null\n  valueCurrency?: string | null\n  probability?: number | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  expected_close_at?: string | null\n  expectedCloseAt?: string | null\n  source?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListDealsApiResponse = {\n  items?: ListDealsApiItem[]\n  total?: number\n}\n\ntype ListDealsOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listDealsTool = defineApiBackedAiTool<ListDealsInput, ListDealsApiResponse, ListDealsOutput>({\n  name: 'customers.list_deals',\n  displayName: 'List deals',\n  description:\n    'Search / list deals for the caller tenant + organization. Optional filters include linked person / company / pipeline stage. Returns { items, total, totalIsCapped, limit, offset }. When totalIsCapped is true, total is a floor (\"at least N\", render it as \"N+\"), and pagination is exhausted only when a page returns fewer than limit items \u2014 never when offset reaches total.',\n  inputSchema: listDealsInput,\n  requiredFeatures: ['customers.deals.view'],\n  toOperation: (input, ctx) => {\n    assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.personId) query.personId = input.personId\n    if (input.companyId) query.companyId = input.companyId\n    if (input.pipelineStageId) query.pipelineStageId = input.pipelineStageId\n    if (input.status) query.status = input.status\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/deals',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListDealsApiResponse\n    const rawItems: ListDealsApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => {\n        const expectedCloseRaw = row.expected_close_at ?? row.expectedCloseAt ?? null\n        const expectedCloseAt = expectedCloseRaw ? new Date(String(expectedCloseRaw)).toISOString() : null\n        const createdAtRaw = row.created_at ?? row.createdAt ?? null\n        const createdAt = createdAtRaw ? new Date(String(createdAtRaw)).toISOString() : null\n        return {\n          id: row.id,\n          title: row.title ?? null,\n          description: row.description ?? null,\n          status: row.status ?? null,\n          pipelineId: row.pipeline_id ?? row.pipelineId ?? null,\n          pipelineStageId: row.pipeline_stage_id ?? row.pipelineStageId ?? null,\n          valueAmount: row.value_amount ?? row.valueAmount ?? null,\n          valueCurrency: row.value_currency ?? row.valueCurrency ?? null,\n          probability: row.probability ?? null,\n          ownerUserId: row.owner_user_id ?? row.ownerUserId ?? null,\n          expectedCloseAt,\n          source: row.source ?? null,\n          organizationId: row.organization_id ?? row.organizationId ?? null,\n          tenantId: row.tenant_id ?? row.tenantId ?? null,\n          createdAt,\n        }\n      }),\n      total: typeof data.total === 'number' ? data.total : 0,\n      // A capped count reports a floor: phrase the total as \"at least N\" and\n      // never treat it as proof that pagination is exhausted.\n      totalIsCapped: (data as { totalIsCapped?: boolean }).totalIsCapped === true,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getDealInput = z.object({\n  dealId: z.string().uuid().describe('Deal id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, linked people and companies (each capped at 100).'),\n})\n\ntype GetDealInput = z.infer<typeof getDealInput>\n\nfunction toIsoDeal(value: unknown): string | null {\n  if (!value) return null\n  const dt = value instanceof Date ? value : new Date(String(value))\n  if (Number.isNaN(dt.getTime())) return null\n  return dt.toISOString()\n}\n\nconst getDealTool: CustomersAiToolDefinition = {\n  name: 'customers.get_deal',\n  displayName: 'Get deal',\n  description:\n    'Fetch a deal by id with fields and (optionally) notes, activities, linked people, and linked companies. Returns { found: false } when outside tenant/org scope.',\n  inputSchema: getDealInput,\n  requiredFeatures: ['customers.deals.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId: _tenantId } = assertTenantScope(ctx)\n    void _tenantId\n    const input: GetDealInput = getDealInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n\n    const detailResponse = await runner.run<Record<string, unknown>>({\n      method: 'GET',\n      path: `/customers/deals/${input.dealId}`,\n    })\n    if (!detailResponse.success) {\n      if (detailResponse.statusCode === 404 || detailResponse.statusCode === 403) {\n        return { found: false as const, dealId: input.dealId }\n      }\n      throw new Error(detailResponse.error ?? `Failed to fetch deal ${input.dealId}`)\n    }\n    const detail = (detailResponse.data ?? {}) as Record<string, unknown>\n    const dealRow = (detail.deal ?? null) as Record<string, unknown> | null\n    if (!dealRow) {\n      return { found: false as const, dealId: input.dealId }\n    }\n    const customFields = (detail.customFields ?? {}) as Record<string, unknown>\n    const peopleRows = Array.isArray(detail.people) ? (detail.people as Array<Record<string, unknown>>) : []\n    const companiesRows = Array.isArray(detail.companies)\n      ? (detail.companies as Array<Record<string, unknown>>)\n      : []\n\n    let related: Record<string, unknown> | null = null\n    if (includeRelated) {\n      const [activitiesResponse, commentsResponse] = await Promise.all([\n        runner.run<{ items?: Array<Record<string, unknown>>; total?: number }>({\n          method: 'GET',\n          path: '/customers/activities',\n          query: { dealId: input.dealId, page: 1, pageSize: 100, sortField: 'occurredAt', sortDir: 'desc' },\n        }),\n        runner.run<{ items?: Array<Record<string, unknown>>; total?: number }>({\n          method: 'GET',\n          path: '/customers/comments',\n          query: { dealId: input.dealId, page: 1, pageSize: 100 },\n        }),\n      ])\n      const activities =\n        activitiesResponse.success && Array.isArray(activitiesResponse.data?.items)\n          ? (activitiesResponse.data!.items as Array<Record<string, unknown>>)\n          : []\n      const comments =\n        commentsResponse.success && Array.isArray(commentsResponse.data?.items)\n          ? (commentsResponse.data!.items as Array<Record<string, unknown>>)\n          : []\n\n      related = {\n        activities: activities.map((activity) => ({\n          id: activity.id,\n          activityType: activity.activityType ?? activity.activity_type ?? null,\n          subject: activity.subject ?? null,\n          body: activity.body ?? null,\n          occurredAt: toIsoDeal(activity.occurredAt ?? activity.occurred_at),\n          createdAt: toIsoDeal(activity.createdAt ?? activity.created_at),\n        })),\n        notes: comments.map((comment) => ({\n          id: comment.id,\n          body: comment.body,\n          authorUserId: comment.authorUserId ?? comment.author_user_id ?? null,\n          createdAt: toIsoDeal(comment.createdAt ?? comment.created_at),\n        })),\n        people: peopleRows\n          .map((person) => {\n            if (!person || typeof person !== 'object') return null\n            const id = typeof person.id === 'string' ? person.id : null\n            if (!id) return null\n            const subtitle = typeof person.subtitle === 'string' ? person.subtitle : null\n            const label = typeof person.label === 'string' ? person.label : ''\n            const entry: {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n              participantRole: string | null\n            } = {\n              id,\n              displayName: label,\n              primaryEmail: subtitle && subtitle.includes('@') ? subtitle : null,\n              primaryPhone: subtitle && !subtitle.includes('@') ? subtitle : null,\n              participantRole: null as string | null,\n            }\n            return entry\n          })\n          .filter(\n            (value): value is {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n              participantRole: string | null\n            } => value !== null,\n          ),\n        companies: companiesRows\n          .map((company) => {\n            if (!company || typeof company !== 'object') return null\n            const id = typeof company.id === 'string' ? company.id : null\n            if (!id) return null\n            const label = typeof company.label === 'string' ? company.label : ''\n            const entry: {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n            } = {\n              id,\n              displayName: label,\n              primaryEmail: null as string | null,\n              primaryPhone: null as string | null,\n            }\n            return entry\n          })\n          .filter(\n            (value): value is {\n              id: string\n              displayName: string\n              primaryEmail: string | null\n              primaryPhone: string | null\n            } => value !== null,\n          ),\n      }\n    }\n\n    return {\n      found: true as const,\n      deal: {\n        id: dealRow.id,\n        title: typeof dealRow.title === 'string' ? dealRow.title : '',\n        description: dealRow.description ?? null,\n        status: dealRow.status ?? null,\n        pipelineId: dealRow.pipelineId ?? null,\n        pipelineStageId: dealRow.pipelineStageId ?? null,\n        valueAmount: dealRow.valueAmount ?? null,\n        valueCurrency: dealRow.valueCurrency ?? null,\n        probability: dealRow.probability ?? null,\n        ownerUserId: dealRow.ownerUserId ?? null,\n        expectedCloseAt: toIsoDeal(dealRow.expectedCloseAt),\n        source: dealRow.source ?? null,\n        organizationId: dealRow.organizationId ?? null,\n        tenantId: dealRow.tenantId ?? null,\n        createdAt: toIsoDeal(dealRow.createdAt),\n        updatedAt: toIsoDeal(dealRow.updatedAt),\n      },\n      customFields,\n      related,\n    }\n  },\n}\n\n/**\n * Mutation tool: move a deal to a different pipeline stage. Step 5.13 \u2014 first\n * mutation-capable flow on the pending-action contract.\n *\n * Accepts either `toPipelineStageId` (UUID \u2014 preferred, tenant-scoped stage\n * record) or `toStage` (free-form string that maps to `CustomerDeal.status`\n * for pipeline roots like `open`/`won`/`lost`). Exactly one must be provided.\n *\n * The handler delegates to the existing `customers.deals.update` command so\n * all side effects (audit log, `customers.deal.updated` event, query index\n * refresh, notifications) stay identical to a direct API write.\n */\n// LLMs frequently emit `\"\"` for \"not provided\" \u2014 coerce blanks (and surrounding\n// whitespace) to `undefined` BEFORE the per-field validators run so the\n// `.uuid()` check on `toPipelineStageId` does not blow up on an empty string\n// the caller actually meant as \"skip this field\".\nconst blankToUndefined = (value: unknown): unknown => {\n  if (typeof value !== 'string') return value\n  const trimmed = value.trim()\n  return trimmed.length === 0 ? undefined : trimmed\n}\n\nconst updateDealStageInput = z\n  .object({\n    dealId: z.string().uuid().describe('Deal id (UUID) to update.'),\n    toPipelineStageId: z\n      .preprocess(blankToUndefined, z.string().uuid().optional())\n      .describe('Target pipeline stage id (UUID). Preferred \u2014 tenant-scoped stage record.'),\n    toStage: z\n      .preprocess(blankToUndefined, z.string().min(1).max(50).optional())\n      .describe(\n        'Target status slug (e.g. \"open\", \"won\", \"lost\"). Used when the deal does not belong to a managed pipeline.',\n      ),\n  })\n  .refine(\n    (value) => Boolean(value.toPipelineStageId) !== Boolean(value.toStage),\n    {\n      message: 'Provide exactly one of toPipelineStageId or toStage.',\n      path: ['toPipelineStageId'],\n    },\n  )\n\ntype UpdateDealStageInput = z.infer<typeof updateDealStageInput>\n\nfunction recordVersionFromUpdatedAt(updatedAt: Date | null | undefined): string | null {\n  if (!updatedAt) return null\n  const value = updatedAt instanceof Date ? updatedAt : new Date(updatedAt)\n  if (Number.isNaN(value.getTime())) return null\n  return value.toISOString()\n}\n\nfunction titleStatus(value: string | null | undefined): string | undefined {\n  if (!value) return undefined\n  return value\n    .split(/[_\\s-]+/)\n    .filter(Boolean)\n    .map((part) => part.charAt(0).toUpperCase() + part.slice(1))\n    .join(' ')\n}\n\nasync function loadDealWithStage(\n  em: EntityManager,\n  ctx: CustomersToolContext,\n  tenantId: string,\n  dealId: string,\n): Promise<CustomerDeal | null> {\n  const where: Record<string, unknown> = { id: dealId, tenantId, deletedAt: null }\n  if (ctx.organizationId) where.organizationId = ctx.organizationId\n  const deal = await findOneWithDecryption<CustomerDeal>(\n    em,\n    CustomerDeal,\n    where as FilterQuery<CustomerDeal>,\n    undefined,\n    buildScope(ctx, tenantId),\n  )\n  if (!deal || deal.tenantId !== tenantId) return null\n  if (ctx.organizationId && deal.organizationId !== ctx.organizationId) return null\n  return deal\n}\n\nasync function loadPipelineStage(\n  em: EntityManager,\n  ctx: CustomersToolContext,\n  tenantId: string,\n  stageId: string,\n  organizationId: string,\n): Promise<CustomerPipelineStage | null> {\n  return findOneWithDecryption<CustomerPipelineStage>(\n    em,\n    CustomerPipelineStage,\n    {\n      id: stageId,\n      tenantId,\n      organizationId,\n    },\n    undefined,\n    buildScope(ctx, tenantId),\n  )\n}\n\nconst updateDealStageTool: CustomersAiToolDefinition = {\n  name: 'customers.update_deal_stage',\n  displayName: 'Update deal stage',\n  description:\n    'Move a deal to a different pipeline stage (by stage id) or change its top-level status (e.g. \"open\", \"won\", \"lost\"). Mutation tool \u2014 flows through the AI pending-action approval gate.',\n  inputSchema: updateDealStageInput as z.ZodType<unknown>,\n  requiredFeatures: ['customers.deals.manage'],\n  tags: ['write', 'customers'],\n  isMutation: true,\n  loadBeforeRecord: async (rawInput, ctx): Promise<CustomersToolLoadBeforeSingleRecord | null> => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: UpdateDealStageInput = updateDealStageInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId)\n    if (!deal) return null\n    let afterStatus = deal.status ?? null\n    let afterPipelineStageId = deal.pipelineStageId ?? null\n    let afterPipelineStageLabel = deal.pipelineStage ?? null\n    if (input.toPipelineStageId) {\n      const organizationId = deal.organizationId ?? ctx.organizationId ?? null\n      const stage = organizationId\n        ? await loadPipelineStage(em, ctx, tenantId, input.toPipelineStageId, organizationId)\n        : null\n      afterPipelineStageId = input.toPipelineStageId\n      afterPipelineStageLabel = stage?.label ?? input.toPipelineStageId\n    } else if (input.toStage) {\n      afterStatus = input.toStage\n      // The update command derives a closure outcome from terminal status spellings and\n      // relocates the deal to the pipeline's terminal stage (#5107) \u2014 preview that same\n      // projection so the approval card states the full blast radius.\n      const organizationId = deal.organizationId ?? ctx.organizationId ?? null\n      const outcome = dealClosureOutcomeFromStatus(input.toStage)\n      if (outcome && organizationId) {\n        const terminalStage = await loadClosurePipelineStageSnapshot(em, {\n          pipelineId: deal.pipelineId ?? null,\n          closureOutcome: outcome,\n          tenantId,\n          organizationId,\n        })\n        if (terminalStage) {\n          afterPipelineStageId = terminalStage.id\n          afterPipelineStageLabel = terminalStage.label\n        }\n      }\n    }\n    const beforeStatus = deal.status ?? null\n    const beforePipelineStageId = deal.pipelineStageId ?? null\n    const beforePipelineStageLabel = deal.pipelineStage ?? beforePipelineStageId\n    const beforeClosureOutcome = deal.closureOutcome ?? null\n    const beforeLossReasonId = deal.lossReasonId ?? null\n    const beforeLossNotes = deal.lossNotes ?? null\n    // Mirror the update command exactly (#5107): a status-only write derives the closure\n    // outcome for terminal spellings, clears outcome plus loss columns for non-closed\n    // non-terminal ones (reopen), and leaves `closed` and stage-only writes untouched.\n    // `toStage` is free-form model text, so canonicalize before the `closed` check \u2014 the\n    // command does the same, and the two must stay in lockstep or the approval card would\n    // preview a different write than the one that lands.\n    const requestedOutcome = dealClosureOutcomeFromStatus(input.toStage)\n    const clearsClosure =\n      input.toPipelineStageId === undefined &&\n      input.toStage !== undefined &&\n      !requestedOutcome &&\n      !isClosedDealStatus(canonicalDealStatus(input.toStage))\n    const afterClosureOutcome = clearsClosure\n      ? null\n      : requestedOutcome ?? beforeClosureOutcome\n    const closureOutcomeCleared = beforeClosureOutcome !== null && afterClosureOutcome === null\n    const afterLossReasonId = closureOutcomeCleared ? null : beforeLossReasonId\n    const afterLossNotes = closureOutcomeCleared ? null : beforeLossNotes\n    return {\n      recordId: deal.id,\n      entityType: 'customers.deal',\n      recordVersion: recordVersionFromUpdatedAt(deal.updatedAt),\n      before: {\n        status: beforeStatus,\n        pipelineStageId: beforePipelineStageId,\n        closureOutcome: beforeClosureOutcome,\n        lossReasonId: beforeLossReasonId,\n        lossNotes: beforeLossNotes,\n      },\n      after: {\n        status: afterStatus,\n        pipelineStageId: afterPipelineStageId,\n        closureOutcome: afterClosureOutcome,\n        lossReasonId: afterLossReasonId,\n        lossNotes: afterLossNotes,\n      },\n      display: {\n        fieldLabels: {\n          status: 'Status',\n          pipelineStageId: 'Pipeline stage',\n          closureOutcome: 'Closure outcome',\n          lossReasonId: 'Loss reason',\n          lossNotes: 'Loss notes',\n        },\n        before: {\n          ...(beforeStatus ? { status: titleStatus(beforeStatus) } : {}),\n          ...(beforePipelineStageLabel ? { pipelineStageId: beforePipelineStageLabel } : {}),\n          ...(beforeClosureOutcome ? { closureOutcome: titleStatus(beforeClosureOutcome) } : {}),\n          ...(beforeLossReasonId ? { lossReasonId: beforeLossReasonId } : {}),\n          ...(beforeLossNotes ? { lossNotes: beforeLossNotes } : {}),\n        },\n        after: {\n          ...(afterStatus ? { status: titleStatus(afterStatus) } : {}),\n          ...(afterPipelineStageLabel ? { pipelineStageId: afterPipelineStageLabel } : {}),\n          ...(afterClosureOutcome\n            ? { closureOutcome: titleStatus(afterClosureOutcome) }\n            : closureOutcomeCleared\n              ? { closureOutcome: '\u2014' }\n              : {}),\n          ...(afterLossReasonId ? { lossReasonId: afterLossReasonId } : {}),\n          ...(afterLossNotes ? { lossNotes: afterLossNotes } : {}),\n        },\n      },\n    }\n  },\n  handler: async (rawInput, ctx) => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: UpdateDealStageInput = updateDealStageInput.parse(rawInput)\n    const em = resolveEm(ctx)\n    const deal = await loadDealWithStage(em, ctx, tenantId, input.dealId)\n    if (!deal) {\n      throw new Error(`Deal \"${input.dealId}\" is not accessible to the caller.`)\n    }\n    const organizationId = deal.organizationId\n    if (!organizationId) {\n      throw new Error(`Deal \"${input.dealId}\" has no organization scope.`)\n    }\n\n    const before = {\n      status: deal.status ?? null,\n      pipelineStage: deal.pipelineStage ?? null,\n      pipelineStageId: deal.pipelineStageId ?? null,\n    }\n\n    const body: Record<string, unknown> = {\n      id: deal.id,\n      tenantId,\n      organizationId,\n    }\n    if (input.toPipelineStageId) {\n      const stage = await loadPipelineStage(em, ctx, tenantId, input.toPipelineStageId, organizationId)\n      if (!stage) {\n        throw new Error('Pipeline stage not found.')\n      }\n      body.pipelineStageId = input.toPipelineStageId\n    } else if (input.toStage) {\n      body.status = input.toStage\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run({\n      method: 'PUT',\n      path: '/customers/deals',\n      body,\n    })\n    if (!response.success) {\n      throw new Error(response.error ?? `Failed to update deal \"${deal.id}\"`)\n    }\n\n    const after = await loadDealWithStage(em, ctx, tenantId, deal.id)\n    return {\n      recordId: deal.id,\n      commandName: 'customers.deals.update',\n      before,\n      after: after\n        ? {\n            status: after.status ?? null,\n            pipelineStage: after.pipelineStage ?? null,\n            pipelineStageId: after.pipelineStageId ?? null,\n          }\n        : null,\n    }\n  },\n}\n\nexport const dealsAiTools: CustomersAiToolDefinition[] = [listDealsTool, getDealTool, updateDealStageTool]\n\nexport default dealsAiTools\n"],
+  "mappings": 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   "names": []
 }

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

@@ -26,7 +26,7 @@ const listPeopleInput = z.object({
 const listPeopleTool = defineApiBackedAiTool({
   name: "customers.list_people",
   displayName: "List people",
-  description: "Search / list people (CRM persons) for the caller tenant + organization. Returns { items, total, limit, offset }.",
+  description: 'Search / list people (CRM persons) for the caller tenant + organization. Returns { items, total, totalIsCapped, limit, offset }. When totalIsCapped is true, total is a floor ("at least N", render it as "N+"), and pagination is exhausted only when a page returns fewer than limit items \u2014 never when offset reaches total.',
   inputSchema: listPeopleInput,
   requiredFeatures: ["customers.people.view"],
   toOperation: async (input, ctx) => {
@@ -73,6 +73,9 @@ const listPeopleTool = defineApiBackedAiTool({
     return {
       items: rawItems.map((row) => toCustomerListSummary(row)),
       total: typeof data.total === "number" ? data.total : 0,
+      // A capped count reports a floor: phrase the total as "at least N" and
+      // never treat it as proof that pagination is exhausted.
+      totalIsCapped: data.totalIsCapped === true,
       limit,
       offset
     };

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customers/ai-tools/people-pack.ts"],
-  "sourcesContent": ["/**\n * `customers.list_people` + `customers.get_person` (Phase 1 WS-C, Step 3.9).\n *\n * Read-only tools scoped to `ctx.tenantId` / `ctx.organizationId` that wrap\n * the existing customers query engine + encryption helpers. Mutation tools\n * are deferred to Step 5.13+ under the pending-action contract.\n *\n * Phase 3a of `.ai/specs/implemented/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_people` is now an API-backed wrapper over\n * `GET /api/customers/people`. The `companyId` AI input has no inclusion\n * equivalent on the route (the route exposes `excludeLinkedCompanyId` only)\n * so it is pre-resolved against `CustomerPersonProfile.company` and threaded\n * through the route's `ids` filter.\n *\n * Phase 3c of the same spec migrates `customers.get_person` to a single\n * in-process call to `GET /api/customers/people/<id>?include=...` (the\n * documented aggregate detail route). Tool name, schema, requiredFeatures,\n * and output shape are unchanged.\n */\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerPersonProfile,\n} from '../data/entities'\nimport { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'\nimport {\n  buildRelatedRecords,\n  buildScope,\n  resolveEm,\n  toCustomerListSummary,\n  toIso,\n  type CustomerRelatedRecords,\n} from './_shared'\n\nconst NIL_UUID = '00000000-0000-0000-0000-000000000000'\n\nconst listPeopleInput = z\n  .object({\n    q: z.string().trim().optional().describe('Optional search text matched against display name / email / phone. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    tags: z.array(z.string().uuid()).optional().describe('Restrict to persons carrying at least one of these tag ids.'),\n    companyId: z.string().uuid().optional().describe('Restrict to persons linked to the given company entity.'),\n  })\n  .passthrough()\n\ntype ListPeopleInput = z.infer<typeof listPeopleInput>\n\ntype ListPeopleApiItem = {\n  id?: string\n  display_name?: string | null\n  displayName?: string | null\n  primary_email?: string | null\n  primaryEmail?: string | null\n  primary_phone?: string | null\n  primaryPhone?: string | null\n  status?: string | null\n  lifecycle_stage?: string | null\n  lifecycleStage?: string | null\n  source?: string | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListPeopleApiResponse = {\n  items?: ListPeopleApiItem[]\n  total?: number\n}\n\ntype ListPeopleOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listPeopleTool = defineApiBackedAiTool<ListPeopleInput, ListPeopleApiResponse, ListPeopleOutput>({\n  name: 'customers.list_people',\n  displayName: 'List people',\n  description:\n    'Search / list people (CRM persons) for the caller tenant + organization. Returns { items, total, limit, offset }.',\n  inputSchema: listPeopleInput,\n  requiredFeatures: ['customers.people.view'],\n  toOperation: async (input, ctx) => {\n    const { tenantId } = assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.tags && input.tags.length > 0) query.tagIds = input.tags.join(',')\n\n    if (input.companyId) {\n      const em = resolveEm(ctx)\n      const profiles = await findWithDecryption<CustomerPersonProfile>(\n        em,\n        CustomerPersonProfile,\n        { tenantId, company: input.companyId } as never,\n        undefined,\n        buildScope(ctx, tenantId),\n      )\n      const ids = profiles\n        .map((profile) => {\n          const entity = (profile as { entity?: unknown }).entity\n          if (!entity) return null\n          if (typeof entity === 'string') return entity\n          const candidate = (entity as { id?: unknown }).id\n          return typeof candidate === 'string' ? candidate : null\n        })\n        .filter((value): value is string => typeof value === 'string' && value.length > 0)\n      // Empty match \u2014 feed a non-existent uuid so the route returns\n      // { items: [], total: 0 } without us bypassing the API.\n      query.ids = ids.length ? ids.join(',') : NIL_UUID\n    }\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/people',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListPeopleApiResponse\n    const rawItems: ListPeopleApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => toCustomerListSummary(row)),\n      total: typeof data.total === 'number' ? data.total : 0,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getPersonInput = z.object({\n  personId: z.string().uuid().describe('Person entity id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, deals, addresses, tasks, and tags (each capped at 100).'),\n})\n\ntype GetPersonInput = z.infer<typeof getPersonInput>\n\ntype ApiPersonDetailRow = Record<string, unknown> | null | undefined\n\nconst getPersonTool: CustomersAiToolDefinition = {\n  name: 'customers.get_person',\n  displayName: 'Get person',\n  description:\n    'Fetch a person customer record by id with profile fields and (optionally) notes, activities, deals, addresses, tasks, tags, and custom fields. Returns { found: false } when the record is outside tenant/org scope or missing.',\n  inputSchema: getPersonInput,\n  requiredFeatures: ['customers.people.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: GetPersonInput = getPersonInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: `/customers/people/${input.personId}`,\n    }\n    if (includeRelated) {\n      operation.query = { include: 'addresses,comments,activities,interactions,deals,todos' }\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run<Record<string, unknown>>(operation)\n    if (!response.success) {\n      if (response.statusCode === 404 || response.statusCode === 403) {\n        return { found: false as const, personId: input.personId }\n      }\n      throw new Error(response.error ?? `Failed to fetch person ${input.personId}`)\n    }\n    const data = (response.data ?? {}) as Record<string, unknown>\n    const personRow = (data.person ?? null) as ApiPersonDetailRow\n    if (!personRow) {\n      return { found: false as const, personId: input.personId }\n    }\n    const profileRow = (data.profile ?? null) as ApiPersonDetailRow\n    const customFields = (data.customFields ?? {}) as Record<string, unknown>\n\n    let related: CustomerRelatedRecords | null = null\n    if (includeRelated) {\n      related = buildRelatedRecords(data)\n    }\n\n    return {\n      found: true as const,\n      person: {\n        id: personRow.id,\n        displayName: personRow.displayName ?? null,\n        description: personRow.description ?? null,\n        primaryEmail: personRow.primaryEmail ?? null,\n        primaryPhone: personRow.primaryPhone ?? null,\n        status: personRow.status ?? null,\n        lifecycleStage: personRow.lifecycleStage ?? null,\n        source: personRow.source ?? null,\n        ownerUserId: personRow.ownerUserId ?? null,\n        organizationId: personRow.organizationId ?? null,\n        tenantId: personRow.tenantId ?? null,\n        createdAt: toIso(personRow.createdAt),\n        updatedAt: toIso(personRow.updatedAt),\n      },\n      profile: profileRow\n        ? {\n            id: profileRow.id,\n            firstName: profileRow.firstName ?? null,\n            lastName: profileRow.lastName ?? null,\n            preferredName: profileRow.preferredName ?? null,\n            jobTitle: profileRow.jobTitle ?? null,\n            department: profileRow.department ?? null,\n            seniority: profileRow.seniority ?? null,\n            timezone: profileRow.timezone ?? null,\n            linkedInUrl: profileRow.linkedInUrl ?? null,\n            twitterUrl: profileRow.twitterUrl ?? null,\n            companyEntityId: profileRow.companyEntityId ?? null,\n          }\n        : null,\n      customFields,\n      related,\n    }\n  },\n}\n\nexport const peopleAiTools: CustomersAiToolDefinition[] = [listPeopleTool, getPersonTool]\n\nexport default peopleAiTools\n"],
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+  "sourcesContent": ["/**\n * `customers.list_people` + `customers.get_person` (Phase 1 WS-C, Step 3.9).\n *\n * Read-only tools scoped to `ctx.tenantId` / `ctx.organizationId` that wrap\n * the existing customers query engine + encryption helpers. Mutation tools\n * are deferred to Step 5.13+ under the pending-action contract.\n *\n * Phase 3a of `.ai/specs/implemented/2026-04-27-ai-tools-api-backed-dry-refactor.md`:\n * `customers.list_people` is now an API-backed wrapper over\n * `GET /api/customers/people`. The `companyId` AI input has no inclusion\n * equivalent on the route (the route exposes `excludeLinkedCompanyId` only)\n * so it is pre-resolved against `CustomerPersonProfile.company` and threaded\n * through the route's `ids` filter.\n *\n * Phase 3c of the same spec migrates `customers.get_person` to a single\n * in-process call to `GET /api/customers/people/<id>?include=...` (the\n * documented aggregate detail route). Tool name, schema, requiredFeatures,\n * and output shape are unchanged.\n */\nimport { z } from 'zod'\nimport { defineApiBackedAiTool } from '@open-mercato/ai-assistant/modules/ai_assistant/lib/api-backed-tool'\nimport {\n  createAiApiOperationRunner,\n  type AiApiOperationRequest,\n  type AiToolExecutionContext,\n} from '@open-mercato/ai-assistant/modules/ai_assistant/lib/ai-api-operation-runner'\nimport { findWithDecryption } from '@open-mercato/shared/lib/encryption/find'\nimport {\n  CustomerPersonProfile,\n} from '../data/entities'\nimport { assertTenantScope, type CustomersAiToolDefinition, type CustomersToolContext } from './types'\nimport {\n  buildRelatedRecords,\n  buildScope,\n  resolveEm,\n  toCustomerListSummary,\n  toIso,\n  type CustomerRelatedRecords,\n} from './_shared'\n\nconst NIL_UUID = '00000000-0000-0000-0000-000000000000'\n\nconst listPeopleInput = z\n  .object({\n    q: z.string().trim().optional().describe('Optional search text matched against display name / email / phone. Omit or leave empty to list all.'),\n    limit: z.number().int().min(1).max(100).optional().describe('Maximum rows to return (default 50, max 100).'),\n    offset: z.number().int().min(0).optional().describe('Number of rows to skip (default 0).'),\n    tags: z.array(z.string().uuid()).optional().describe('Restrict to persons carrying at least one of these tag ids.'),\n    companyId: z.string().uuid().optional().describe('Restrict to persons linked to the given company entity.'),\n  })\n  .passthrough()\n\ntype ListPeopleInput = z.infer<typeof listPeopleInput>\n\ntype ListPeopleApiItem = {\n  id?: string\n  display_name?: string | null\n  displayName?: string | null\n  primary_email?: string | null\n  primaryEmail?: string | null\n  primary_phone?: string | null\n  primaryPhone?: string | null\n  status?: string | null\n  lifecycle_stage?: string | null\n  lifecycleStage?: string | null\n  source?: string | null\n  owner_user_id?: string | null\n  ownerUserId?: string | null\n  organization_id?: string | null\n  organizationId?: string | null\n  tenant_id?: string | null\n  tenantId?: string | null\n  created_at?: string | null\n  createdAt?: string | null\n}\n\ntype ListPeopleApiResponse = {\n  items?: ListPeopleApiItem[]\n  total?: number\n}\n\ntype ListPeopleOutput = {\n  items: Array<Record<string, unknown>>\n  total: number\n  limit: number\n  offset: number\n}\n\nconst listPeopleTool = defineApiBackedAiTool<ListPeopleInput, ListPeopleApiResponse, ListPeopleOutput>({\n  name: 'customers.list_people',\n  displayName: 'List people',\n  description:\n    'Search / list people (CRM persons) for the caller tenant + organization. Returns { items, total, totalIsCapped, limit, offset }. When totalIsCapped is true, total is a floor (\"at least N\", render it as \"N+\"), and pagination is exhausted only when a page returns fewer than limit items \u2014 never when offset reaches total.',\n  inputSchema: listPeopleInput,\n  requiredFeatures: ['customers.people.view'],\n  toOperation: async (input, ctx) => {\n    const { tenantId } = assertTenantScope(ctx as unknown as CustomersToolContext)\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const page = Math.floor(offset / limit) + 1\n\n    const query: Record<string, string | number | boolean | null | undefined> = {\n      page,\n      pageSize: limit,\n    }\n    if (input.q?.trim()) query.search = input.q.trim()\n    if (input.tags && input.tags.length > 0) query.tagIds = input.tags.join(',')\n\n    if (input.companyId) {\n      const em = resolveEm(ctx)\n      const profiles = await findWithDecryption<CustomerPersonProfile>(\n        em,\n        CustomerPersonProfile,\n        { tenantId, company: input.companyId } as never,\n        undefined,\n        buildScope(ctx, tenantId),\n      )\n      const ids = profiles\n        .map((profile) => {\n          const entity = (profile as { entity?: unknown }).entity\n          if (!entity) return null\n          if (typeof entity === 'string') return entity\n          const candidate = (entity as { id?: unknown }).id\n          return typeof candidate === 'string' ? candidate : null\n        })\n        .filter((value): value is string => typeof value === 'string' && value.length > 0)\n      // Empty match \u2014 feed a non-existent uuid so the route returns\n      // { items: [], total: 0 } without us bypassing the API.\n      query.ids = ids.length ? ids.join(',') : NIL_UUID\n    }\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: '/customers/people',\n      query,\n    }\n    return operation\n  },\n  mapResponse: (response, input) => {\n    const limit = input.limit ?? 50\n    const offset = input.offset ?? 0\n    const data = (response.data ?? {}) as ListPeopleApiResponse\n    const rawItems: ListPeopleApiItem[] = Array.isArray(data.items) ? data.items : []\n    return {\n      items: rawItems.map((row) => toCustomerListSummary(row)),\n      total: typeof data.total === 'number' ? data.total : 0,\n      // A capped count reports a floor: phrase the total as \"at least N\" and\n      // never treat it as proof that pagination is exhausted.\n      totalIsCapped: (data as { totalIsCapped?: boolean }).totalIsCapped === true,\n      limit,\n      offset,\n    }\n  },\n}) as unknown as CustomersAiToolDefinition\n\nconst getPersonInput = z.object({\n  personId: z.string().uuid().describe('Person entity id (UUID).'),\n  includeRelated: z\n    .boolean()\n    .optional()\n    .describe('When true, include notes, activities, deals, addresses, tasks, and tags (each capped at 100).'),\n})\n\ntype GetPersonInput = z.infer<typeof getPersonInput>\n\ntype ApiPersonDetailRow = Record<string, unknown> | null | undefined\n\nconst getPersonTool: CustomersAiToolDefinition = {\n  name: 'customers.get_person',\n  displayName: 'Get person',\n  description:\n    'Fetch a person customer record by id with profile fields and (optionally) notes, activities, deals, addresses, tasks, tags, and custom fields. Returns { found: false } when the record is outside tenant/org scope or missing.',\n  inputSchema: getPersonInput,\n  requiredFeatures: ['customers.people.view'],\n  tags: ['read', 'customers'],\n  handler: async (rawInput, ctx) => {\n    const { tenantId } = assertTenantScope(ctx)\n    const input: GetPersonInput = getPersonInput.parse(rawInput)\n    const includeRelated = !!input.includeRelated\n\n    const operation: AiApiOperationRequest = {\n      method: 'GET',\n      path: `/customers/people/${input.personId}`,\n    }\n    if (includeRelated) {\n      operation.query = { include: 'addresses,comments,activities,interactions,deals,todos' }\n    }\n\n    const runner = createAiApiOperationRunner(ctx as unknown as AiToolExecutionContext)\n    const response = await runner.run<Record<string, unknown>>(operation)\n    if (!response.success) {\n      if (response.statusCode === 404 || response.statusCode === 403) {\n        return { found: false as const, personId: input.personId }\n      }\n      throw new Error(response.error ?? `Failed to fetch person ${input.personId}`)\n    }\n    const data = (response.data ?? {}) as Record<string, unknown>\n    const personRow = (data.person ?? null) as ApiPersonDetailRow\n    if (!personRow) {\n      return { found: false as const, personId: input.personId }\n    }\n    const profileRow = (data.profile ?? null) as ApiPersonDetailRow\n    const customFields = (data.customFields ?? {}) as Record<string, unknown>\n\n    let related: CustomerRelatedRecords | null = null\n    if (includeRelated) {\n      related = buildRelatedRecords(data)\n    }\n\n    return {\n      found: true as const,\n      person: {\n        id: personRow.id,\n        displayName: personRow.displayName ?? null,\n        description: personRow.description ?? null,\n        primaryEmail: personRow.primaryEmail ?? null,\n        primaryPhone: personRow.primaryPhone ?? null,\n        status: personRow.status ?? null,\n        lifecycleStage: personRow.lifecycleStage ?? null,\n        source: personRow.source ?? null,\n        ownerUserId: personRow.ownerUserId ?? null,\n        organizationId: personRow.organizationId ?? null,\n        tenantId: personRow.tenantId ?? null,\n        createdAt: toIso(personRow.createdAt),\n        updatedAt: toIso(personRow.updatedAt),\n      },\n      profile: profileRow\n        ? {\n            id: profileRow.id,\n            firstName: profileRow.firstName ?? null,\n            lastName: profileRow.lastName ?? null,\n            preferredName: profileRow.preferredName ?? null,\n            jobTitle: profileRow.jobTitle ?? null,\n            department: profileRow.department ?? null,\n            seniority: profileRow.seniority ?? null,\n            timezone: profileRow.timezone ?? null,\n            linkedInUrl: profileRow.linkedInUrl ?? null,\n            twitterUrl: profileRow.twitterUrl ?? null,\n            companyEntityId: profileRow.companyEntityId ?? null,\n          }\n        : null,\n      customFields,\n      related,\n    }\n  },\n}\n\nexport const peopleAiTools: CustomersAiToolDefinition[] = [listPeopleTool, getPersonTool]\n\nexport default peopleAiTools\n"],
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