@open-mercato/core 0.8.1-develop.7296.1.2111d779db → 0.8.1-develop.7441.1.b42958b98c

package/dist/modules/customers/data/validators.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customers/data/validators.ts"],
-  "sourcesContent": ["import { z } from 'zod'\nimport { isValidPhoneNumber } from '@open-mercato/shared/lib/phone'\nimport { COORDINATE_RANGES } from '@open-mercato/shared/lib/location/coordinates'\nimport { dictionaryEntrySortModeSchema } from '@open-mercato/core/modules/dictionaries/lib/entrySort'\n\nconst uuid = () => z.string().uuid()\n\nexport const CUSTOMER_PHONE_INVALID_MESSAGE_KEY = 'customers.people.form.primaryPhone.invalid'\nexport const CUSTOMER_EMAIL_INVALID_MESSAGE_KEY = 'customers.people.form.primaryEmail.invalid'\nexport const CUSTOMER_URL_INVALID_MESSAGE_KEY = 'customers.people.form.websiteUrl.invalid'\nexport const ACTIVITY_DATE_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.dateRequired'\nexport const ACTIVITY_TIME_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.timeRequired'\nexport const ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.phoneRequired'\nexport const ACTIVITY_PHONE_INVALID_MESSAGE_KEY = 'customers.activities.errors.phoneInvalid'\nexport const INTERACTION_PARTICIPANT_IDENTITY_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.participantIdentityRequired'\nexport const INTERACTION_PARTICIPANT_EMAIL_INVALID_MESSAGE_KEY = 'customers.activities.errors.participantEmailInvalid'\n\n// customer_deals.description is an unbounded `text` column; this cap only exists to keep\n// request bodies, fulltext search documents and query-index documents from growing without limit.\nexport const DEAL_DESCRIPTION_MAX_LENGTH = 50_000\n\nconst emptyStringToNull = (value: unknown): unknown => {\n  if (typeof value !== 'string') return value\n  const trimmed = value.trim()\n  return trimmed.length ? trimmed : null\n}\n\nconst phoneSchema = z.preprocess(\n  emptyStringToNull,\n  z\n    .string()\n    .trim()\n    .max(50)\n    .refine((val) => isValidPhoneNumber(val), { message: CUSTOMER_PHONE_INVALID_MESSAGE_KEY })\n    .nullable()\n    .optional(),\n)\n\nconst clearableEmailSchema = z.preprocess(\n  emptyStringToNull,\n  z.string().email(CUSTOMER_EMAIL_INVALID_MESSAGE_KEY).max(320).nullable().optional(),\n)\n\nconst clearableUrlSchema = z.preprocess(\n  emptyStringToNull,\n  z.string().url(CUSTOMER_URL_INVALID_MESSAGE_KEY).max(300).nullable().optional(),\n)\n\n// Domain is a plain (non-URL) string that maps to a nullable column, so blanking\n// a previously-set value on edit must transmit null to clear it. See #2529.\nconst clearableDomainSchema = z.preprocess(\n  emptyStringToNull,\n  z.string().trim().max(200).nullable().optional(),\n)\n\n// Plain optional string fields that map to nullable columns: blanking a previously-set\n// value on edit must transmit null to clear it, not be silently dropped. See #3050.\nconst clearableStringSchema = (max: number) =>\n  z.preprocess(emptyStringToNull, z.string().trim().max(max).nullable().optional())\n\n// Annual revenue maps to a nullable numeric column. `''`/whitespace/null all clear it;\n// `.nullable()` short-circuits before coercion so null does not coerce to 0. See #3050.\nconst clearableRevenueSchema = z.preprocess(\n  (value) => {\n    if (typeof value === 'string' && value.trim().length === 0) return null\n    return value\n  },\n  z.coerce.number().min(0).nullable().optional(),\n)\n\nconst interactionPhoneNumberSchema = z.string().trim().max(50).optional().nullable()\n\nconst scopedSchema = z.object({\n  organizationId: uuid(),\n  tenantId: uuid(),\n})\n\nconst nextInteractionSchema = z\n  .object({\n    at: z.coerce.date(),\n    name: z.string().trim().min(1).max(200),\n    refId: z.string().trim().max(191).optional().nullable(),\n    icon: z.string().trim().max(100).optional().nullable(),\n    color: z\n      .string()\n      .trim()\n      .regex(/^#([0-9a-fA-F]{6})$/)\n      .optional()\n      .nullable(),\n  })\n  .strict()\n\nconst displayNameSchema = z.string().trim().min(1).max(200)\n\nconst baseEntitySchema = {\n  displayName: displayNameSchema,\n  // Nullable so a blanked description on edit clears the column instead of being dropped. See #3050.\n  description: clearableStringSchema(4000),\n  ownerUserId: uuid().optional(),\n  primaryEmail: clearableEmailSchema,\n  primaryPhone: phoneSchema,\n  status: z.string().trim().max(100).optional(),\n  lifecycleStage: z.string().trim().max(100).optional(),\n  source: z.string().trim().max(150).optional(),\n  temperature: z.string().trim().max(100).optional(),\n  renewalQuarter: z.string().trim().max(100).optional(),\n  isActive: z.boolean().optional(),\n  nextInteraction: nextInteractionSchema.nullable().optional(),\n  tags: z.array(uuid()).optional(),\n}\n\nconst personDetailsSchema = {\n  preferredName: z.string().trim().max(120).optional(),\n  jobTitle: z.string().trim().max(150).optional(),\n  department: z.string().trim().max(150).optional(),\n  seniority: z.string().trim().max(100).optional(),\n  timezone: z.string().trim().max(120).optional(),\n  linkedInUrl: clearableUrlSchema,\n  twitterUrl: clearableUrlSchema,\n  companyEntityId: uuid().nullable().optional(),\n}\n\nconst personFirstNameSchema = z.string().trim().min(1).max(120)\nconst personLastNameSchema = z.string().trim().min(1).max(120)\n\nconst companyDetailsSchema = {\n  // Nullable so blanked values on edit clear the columns instead of being dropped. See #3050.\n  legalName: clearableStringSchema(200),\n  brandName: clearableStringSchema(200),\n  domain: clearableDomainSchema,\n  websiteUrl: clearableUrlSchema,\n  industry: z.string().trim().max(150).optional(),\n  sizeBucket: clearableStringSchema(100),\n  annualRevenue: clearableRevenueSchema,\n}\n\nexport const personCreateSchema = scopedSchema.extend({\n  ...baseEntitySchema,\n  displayName: displayNameSchema.optional(),\n  firstName: personFirstNameSchema,\n  lastName: personLastNameSchema,\n  ...personDetailsSchema,\n})\n\nexport const personUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(\n    scopedSchema.extend({\n      ...baseEntitySchema,\n      ...personDetailsSchema,\n      firstName: personFirstNameSchema.optional(),\n      lastName: personLastNameSchema.optional(),\n    }).partial()\n  )\n\nexport const companyCreateSchema = scopedSchema.extend({\n  ...baseEntitySchema,\n  displayName: displayNameSchema,\n  ...companyDetailsSchema,\n})\n\nexport const companyUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(companyCreateSchema.partial())\n\nexport const dealCreateSchema = scopedSchema.extend({\n  title: z.string().min(1).max(200),\n  description: z.string().max(DEAL_DESCRIPTION_MAX_LENGTH).optional(),\n  status: z.string().max(50).optional(),\n  pipelineStage: z.string().max(100).optional(),\n  pipelineId: uuid().optional(),\n  pipelineStageId: uuid().optional(),\n  valueAmount: z.coerce.number().min(0).optional(),\n  valueCurrency: z.string().min(3).max(3).optional(),\n  probability: z.number().min(0).max(100).optional(),\n  expectedCloseAt: z.coerce.date().optional(),\n  // Nullable: the bulk owner-update worker passes `null` to clear ownership.\n  // Without `.nullable()`, dealUpdateSchema.parse({ ownerUserId: null }) throws\n  // ZodError \"expected string, received null\" inside the queue worker (TC-CRM-069).\n  ownerUserId: uuid().optional().nullable(),\n  source: z.string().max(150).optional(),\n  closureOutcome: z.enum(['won', 'lost']).optional(),\n  lossReasonId: uuid().optional(),\n  lossNotes: z.string().max(4000).optional(),\n  companyIds: z.array(uuid()).optional(),\n  personIds: z.array(uuid()).optional(),\n  primaryPersonEntityId: uuid().nullable().optional(),\n})\n\nexport const dealUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(dealCreateSchema.partial())\n\n// Bulk update schemas \u2014 used by `api/deals/bulk-update-{owner,stage}/route.ts`. Kept here\n// so all deal-write contracts live next to `dealCreateSchema` / `dealUpdateSchema`.\nexport const dealsBulkUpdateOwnerSchema = z.object({\n  ids: z.array(uuid()).min(1).max(10000),\n  ownerUserId: uuid().nullable(),\n})\n\nexport const dealsBulkUpdateStageSchema = z.object({\n  ids: z.array(uuid()).min(1).max(10000),\n  pipelineStageId: uuid(),\n})\n\nexport const dealsBulkUpdateResponseSchema = z.object({\n  ok: z.boolean(),\n  progressJobId: uuid().nullable(),\n  message: z.string(),\n})\n\nexport const activityCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  activityType: z.string().min(1).max(100),\n  subject: z.string().max(200).optional(),\n  body: z.string().max(8000).optional(),\n  date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  phoneNumber: interactionPhoneNumberSchema,\n  occurredAt: z.coerce.date().optional(),\n  dealId: uuid().optional(),\n  authorUserId: uuid().optional(),\n  appearanceIcon: z.string().trim().max(100).optional().nullable(),\n  appearanceColor: z\n    .string()\n    .trim()\n    .regex(/^#([0-9a-fA-F]{6})$/)\n    .optional()\n    .nullable(),\n})\n\nexport const activityUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(activityCreateSchema.partial())\n\nexport const commentCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  dealId: uuid().optional(),\n  body: z.string().min(1).max(8000),\n  authorUserId: uuid().optional(),\n  appearanceIcon: z.string().trim().max(100).optional().nullable(),\n  appearanceColor: z\n    .string()\n    .trim()\n    .regex(/^#([0-9a-fA-F]{6})$/)\n    .optional()\n    .nullable(),\n})\n\nexport const commentUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(commentCreateSchema.partial())\n\nexport const addressCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  name: z.string().max(150).optional(),\n  purpose: z.string().max(150).optional(),\n  companyName: z.string().max(200).optional(),\n  addressLine1: z.string().min(1).max(300),\n  addressLine2: z.string().max(300).optional(),\n  buildingNumber: z.string().max(50).optional(),\n  flatNumber: z.string().max(50).optional(),\n  city: z.string().max(150).optional(),\n  region: z.string().max(150).optional(),\n  postalCode: z.string().max(30).optional(),\n  country: z.string().max(150).optional(),\n  latitude: z.coerce\n    .number()\n    .min(COORDINATE_RANGES.latitude.min)\n    .max(COORDINATE_RANGES.latitude.max)\n    .nullable()\n    .optional(),\n  longitude: z.coerce\n    .number()\n    .min(COORDINATE_RANGES.longitude.min)\n    .max(COORDINATE_RANGES.longitude.max)\n    .nullable()\n    .optional(),\n  isPrimary: z.boolean().optional(),\n})\n\nexport const addressUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(addressCreateSchema.partial())\n\nexport const tagCreateSchema = scopedSchema.extend({\n  slug: z\n    .string()\n    .min(1)\n    .max(80)\n    .regex(/^[a-z0-9_-]+$/, 'Slug must be lowercase and may contain dashes or underscores'),\n  label: z.string().min(1).max(120),\n  color: z.string().max(30).optional(),\n  description: z.string().max(400).optional(),\n})\n\nexport const tagUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(tagCreateSchema.partial())\n\nconst KNOWN_DICTIONARY_KINDS = [\n  'status',\n  'source',\n  'lifecycle_stage',\n  'address_type',\n  'activity_type',\n  'deal_status',\n  'pipeline_stage',\n  'job_title',\n  'industry',\n  'temperature',\n  'renewal_quarter',\n  'person_company_role',\n] as const\nconst CUSTOM_DICTIONARY_KIND_PATTERN = /^[a-z0-9]+(?:[-_][a-z0-9]+)*$/\nconst dictionaryKindEnum = z.string().trim().refine(\n  (value) =>\n    (KNOWN_DICTIONARY_KINDS as readonly string[]).includes(value) ||\n    CUSTOM_DICTIONARY_KIND_PATTERN.test(value),\n  { message: 'Unsupported dictionary kind' },\n)\n\nconst dictionaryValueSchema = z.string().trim().min(1).max(150)\nconst dictionaryLabelSchema = z.string().trim().max(150)\n// Pipeline-stage rows migrated to semantic tone identifiers in\n// Migration20260519120000_pipeline_stage_color_tones; AddStageDialog now writes those\n// directly. Other dictionary kinds still store hex. Accept either format so round-tripping\n// a migrated pipeline-stage entry through the dictionary edit UI doesn't fail validation.\nconst DICTIONARY_COLOR_TONES = ['success', 'warning', 'info', 'error', 'neutral', 'brand', 'pink'] as const\nconst dictionaryColorSchema = z\n  .string()\n  .trim()\n  .regex(\n    new RegExp(`^(#[0-9a-fA-F]{6}|${DICTIONARY_COLOR_TONES.join('|')})$`),\n    'Color must be a six-digit hex code (e.g. #3366ff) or a semantic tone identifier',\n  )\nconst dictionaryIconSchema = z.string().trim().max(48)\n\nexport const customerDictionaryEntryCreateSchema = scopedSchema.extend({\n  kind: dictionaryKindEnum,\n  value: dictionaryValueSchema,\n  label: dictionaryLabelSchema.optional(),\n  color: dictionaryColorSchema.nullable().optional(),\n  icon: dictionaryIconSchema.nullable().optional(),\n})\n\nexport type CustomerDictionaryEntryCreateInput = z.infer<typeof customerDictionaryEntryCreateSchema>\n\nexport const customerDictionaryEntryUpdateSchema = scopedSchema\n  .extend({\n    id: uuid(),\n    kind: dictionaryKindEnum,\n    value: dictionaryValueSchema.optional(),\n    label: dictionaryLabelSchema.optional(),\n    color: dictionaryColorSchema.nullable().optional(),\n    icon: dictionaryIconSchema.nullable().optional(),\n  })\n  .refine(\n    (payload) =>\n      payload.value !== undefined ||\n      payload.label !== undefined ||\n      payload.color !== undefined ||\n      payload.icon !== undefined,\n    {\n      message: 'Provide at least one field to update.',\n      path: ['value'],\n    }\n  )\n\nexport type CustomerDictionaryEntryUpdateInput = z.infer<typeof customerDictionaryEntryUpdateSchema>\n\nexport const customerDictionaryEntryDeleteSchema = scopedSchema.extend({\n  id: uuid(),\n  kind: dictionaryKindEnum,\n})\n\nexport type CustomerDictionaryEntryDeleteInput = z.infer<typeof customerDictionaryEntryDeleteSchema>\n\nexport const tagAssignmentSchema = scopedSchema.extend({\n  tagId: uuid(),\n  entityId: uuid(),\n})\n\nexport const todoLinkCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  todoId: uuid(),\n  todoSource: z.string().min(1).max(120).default('customers:interaction'),\n  createdByUserId: uuid().optional(),\n})\n\nexport const todoLinkWithTodoCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  title: z.string().min(1).max(200),\n  isDone: z.boolean().optional(),\n  is_done: z.boolean().optional(),\n  todoSource: z.string().min(1).max(120).default('customers:interaction'),\n  createdByUserId: uuid().optional(),\n  todoCustom: z.record(z.string(), z.any()).optional(),\n  custom: z.record(z.string(), z.any()).optional(),\n})\n\n// --- Interaction schemas ---\n\n/**\n * @deprecated Interaction statuses are now dictionary-backed and tenant-configurable\n * (the `interaction-statuses` dictionary). This frozen 3-value list is kept only for\n * backward compatibility; it is no longer the validation source (the API accepts any\n * `z.string().max(50)`). For open/terminal semantics use `lib/interactionStatus.ts`\n * (`isOpenInteractionStatus` / `isTerminalInteractionStatus` / `INTERACTION_STATUS_*`);\n * for the seeded default set use `INTERACTION_STATUS_DEFAULTS` in `cli.ts`. Do not expand\n * this list \u2014 adding members would break exhaustive consumers.\n */\nexport const interactionStatusValues = ['planned', 'done', 'canceled'] as const\n/** @deprecated See {@link interactionStatusValues}. */\nexport type InteractionStatus = typeof interactionStatusValues[number]\n\n// A participant is either a real record (`userId`) or an external guest carrying\n// no id at all. A guest is only addressable through its email, so that email is\n// required and must actually be routable \u2014 an unparseable string would persist\n// and only fail later, at invitation or calendar-sync time. Participants that DO\n// have a userId keep an unvalidated auxiliary email, as before.\nconst interactionParticipantSchema = z\n  .object({\n    userId: z.string().uuid().optional(),\n    name: z.string().trim().max(200).optional(),\n    email: z.string().trim().max(320).optional(),\n    status: z.string().trim().max(50).optional(),\n  })\n  .superRefine((participant, ctx) => {\n    if (participant.userId) return\n    if (!participant.email) {\n      ctx.addIssue({\n        code: z.ZodIssueCode.custom,\n        path: ['email'],\n        message: INTERACTION_PARTICIPANT_IDENTITY_REQUIRED_MESSAGE_KEY,\n      })\n      return\n    }\n    if (!z.string().email().safeParse(participant.email).success) {\n      ctx.addIssue({\n        code: z.ZodIssueCode.custom,\n        path: ['email'],\n        message: INTERACTION_PARTICIPANT_EMAIL_INVALID_MESSAGE_KEY,\n      })\n    }\n  })\n\nconst interactionLinkedEntitySchema = z.object({\n  id: z.string().uuid(),\n  // 'resource' links calendar events to bookable resources (rooms, cars,\n  // equipment) from the optional resources module (#3552).\n  // 'person' links an interaction to a `customer_entities` row with kind='person',\n  // a first-class CRM record like a company (#5934).\n  type: z.enum(['company', 'deal', 'offer', 'resource', 'person']),\n  label: z.string().trim().max(500),\n})\n\nconst interactionGuestPermissionsSchema = z\n  .object({\n    canInviteOthers: z.boolean().optional(),\n    canModify: z.boolean().optional(),\n    canSeeList: z.boolean().optional(),\n  })\n  .strict()\n\nconst interactionExtendedFields = {\n  durationMinutes: z.number().int().min(0).optional().nullable(),\n  location: z.string().trim().max(500).optional().nullable(),\n  allDay: z.boolean().optional().nullable(),\n  recurrenceRule: z.string().trim().max(500).optional().nullable(),\n  recurrenceEnd: z.coerce.date().optional().nullable(),\n  participants: z.array(interactionParticipantSchema).optional().nullable(),\n  reminderMinutes: z.number().int().min(0).optional().nullable(),\n  visibility: z.string().trim().max(50).optional().nullable(),\n  linkedEntities: z.array(interactionLinkedEntitySchema).optional().nullable(),\n  guestPermissions: interactionGuestPermissionsSchema.optional().nullable(),\n} as const\n\nconst interactionCreateBaseSchema = scopedSchema.extend({\n  id: z.string().uuid().optional(),\n  entityId: z.string().uuid(),\n  interactionType: z.string().trim().min(1).max(100),\n  title: z.string().trim().max(500).optional().nullable(),\n  body: z.string().trim().max(10000).optional().nullable(),\n  // Lenient like `deal_status` (status: z.string().max(50)). The `interaction-statuses`\n  // dictionary drives the UI dropdown; the API accepts any string <=50 chars so existing\n  // rows, external writers, and the dispatch-crm MCP keep working. Open/terminal semantics\n  // live in lib/interactionStatus.ts, not in this validator.\n  status: z.string().max(50).optional().default('planned'),\n  // Nullable like the sibling `scheduledAt` below: an undated activity (a\n  // backlog task) says \"no date\" with an explicit null, not by omission (#5941).\n  date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  phoneNumber: interactionPhoneNumberSchema,\n  scheduledAt: z.coerce.date().optional().nullable(),\n  occurredAt: z.coerce.date().optional().nullable(),\n  priority: z.number().int().min(0).max(100).optional().nullable(),\n  authorUserId: z.string().uuid().optional().nullable(),\n  ownerUserId: z.string().uuid().optional().nullable(),\n  dealId: z.string().uuid().optional().nullable(),\n  appearanceIcon: z.string().trim().max(100).optional().nullable(),\n  appearanceColor: z.string().trim().regex(/^#([0-9a-fA-F]{6})$/).optional().nullable(),\n  source: z.string().trim().max(100).optional().nullable(),\n  ...interactionExtendedFields,\n})\n\nfunction deriveScheduledAtFromDateTime(date?: string | null, time?: string | null): Date | null {\n  if (!date || typeof date !== 'string') return null\n  const trimmedDate = date.trim()\n  if (!trimmedDate) return null\n  const trimmedTime = typeof time === 'string' ? time.trim() : ''\n  const iso = trimmedTime ? `${trimmedDate}T${trimmedTime}:00` : `${trimmedDate}T00:00:00`\n  const parsed = new Date(iso)\n  return Number.isNaN(parsed.getTime()) ? null : parsed\n}\n\nexport const interactionCreateSchema = interactionCreateBaseSchema\n  .superRefine((value, ctx) => {\n    if (value.interactionType === 'call' && value.phoneNumber !== undefined && value.phoneNumber !== null) {\n      const phone = typeof value.phoneNumber === 'string' ? value.phoneNumber.trim() : ''\n      if (!phone) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY,\n        })\n      } else if (!isValidPhoneNumber(phone)) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_INVALID_MESSAGE_KEY,\n        })\n      }\n    }\n  })\n  // Derive `scheduledAt` from `date+time` when only the latter are sent so\n  // external API consumers don't silently persist `scheduled_at: null` after\n  // the validator already enforced non-empty date/time. The form already\n  // computes `scheduledAt` itself, so this branch is a no-op for the form path.\n  .transform((value) => {\n    if (value.scheduledAt) return value\n    const derived = deriveScheduledAtFromDateTime(value.date, value.time)\n    return derived ? { ...value, scheduledAt: derived } : value\n  })\n\nexport type InteractionCreateInput = z.infer<typeof interactionCreateSchema>\n\nconst interactionUpdateBaseSchema = z\n  .object({\n    id: z.string().uuid(),\n  })\n  .merge(\n    scopedSchema\n      .extend({\n        interactionType: z.string().trim().min(1).max(100).optional(),\n        title: z.string().trim().max(500).optional().nullable(),\n        body: z.string().trim().max(10000).optional().nullable(),\n        status: z.string().max(50).optional(),\n        date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional().nullable(),\n        time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional().nullable(),\n        phoneNumber: interactionPhoneNumberSchema,\n        scheduledAt: z.coerce.date().optional().nullable(),\n        occurredAt: z.coerce.date().optional().nullable(),\n        priority: z.number().int().min(0).max(100).optional().nullable(),\n        authorUserId: z.string().uuid().optional().nullable(),\n        ownerUserId: z.string().uuid().optional().nullable(),\n        dealId: z.string().uuid().optional().nullable(),\n        appearanceIcon: z.string().trim().max(100).optional().nullable(),\n        appearanceColor: z.string().trim().regex(/^#([0-9a-fA-F]{6})$/).optional().nullable(),\n        pinned: z.boolean().optional(),\n        ...interactionExtendedFields,\n      })\n      .partial(),\n  )\n\nexport const interactionUpdateSchema = interactionUpdateBaseSchema\n  .superRefine((value, ctx) => {\n    if (value.interactionType === 'call' && value.phoneNumber !== undefined) {\n      const phone = typeof value.phoneNumber === 'string' ? value.phoneNumber.trim() : ''\n      if (!phone) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY,\n        })\n      } else if (!isValidPhoneNumber(phone)) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_INVALID_MESSAGE_KEY,\n        })\n      }\n    }\n  })\n  // Mirror the create-schema derivation for partial updates: when an external\n  // caller supplies `date+time` without `scheduledAt`, derive the timestamp so\n  // the update doesn't silently leave `scheduled_at` stale.\n  .transform((value) => {\n    if (value.scheduledAt !== undefined) return value\n    // An explicit `date: null` is how a caller drops the due date; mirror it\n    // onto `scheduledAt` rather than leaving the old timestamp behind (#5941).\n    if (value.date === null) return { ...value, scheduledAt: null }\n    if (!value.date && !value.time) return value\n    const derived = deriveScheduledAtFromDateTime(value.date, value.time)\n    return derived ? { ...value, scheduledAt: derived } : value\n  })\n\nexport type InteractionUpdateInput = z.infer<typeof interactionUpdateSchema>\n\nexport const interactionCompleteSchema = z.object({\n  id: z.string().uuid(),\n  occurredAt: z.coerce.date().optional(),\n})\n\nexport const interactionCancelSchema = z.object({\n  id: z.string().uuid(),\n})\n\nexport const customerAddressFormatSchema = z.enum(['line_first', 'street_first'])\n\nexport const customerSettingsUpsertSchema = scopedSchema.extend({\n  addressFormat: customerAddressFormatSchema,\n})\n\nexport const customerStuckThresholdUpsertSchema = scopedSchema.extend({\n  stuckThresholdDays: z.number().int().min(1).max(365),\n})\n\nexport const customerDictionarySortModesSchema = z.record(z.string(), dictionaryEntrySortModeSchema)\n\nexport const customerDictionarySortModesUpsertSchema = scopedSchema.extend({\n  dictionarySortModes: 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+  "sourcesContent": ["import { z } from 'zod'\nimport { isValidPhoneNumber } from '@open-mercato/shared/lib/phone'\nimport { COORDINATE_RANGES } from '@open-mercato/shared/lib/location/coordinates'\nimport { dictionaryEntrySortModeSchema } from '@open-mercato/core/modules/dictionaries/lib/entrySort'\n\nconst uuid = () => z.string().uuid()\n\nexport const CUSTOMER_PHONE_INVALID_MESSAGE_KEY = 'customers.people.form.primaryPhone.invalid'\nexport const CUSTOMER_EMAIL_INVALID_MESSAGE_KEY = 'customers.people.form.primaryEmail.invalid'\nexport const CUSTOMER_URL_INVALID_MESSAGE_KEY = 'customers.people.form.websiteUrl.invalid'\nexport const ACTIVITY_DATE_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.dateRequired'\nexport const ACTIVITY_TIME_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.timeRequired'\nexport const ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.phoneRequired'\nexport const ACTIVITY_PHONE_INVALID_MESSAGE_KEY = 'customers.activities.errors.phoneInvalid'\nexport const INTERACTION_PARTICIPANT_IDENTITY_REQUIRED_MESSAGE_KEY = 'customers.activities.errors.participantIdentityRequired'\nexport const INTERACTION_PARTICIPANT_EMAIL_INVALID_MESSAGE_KEY = 'customers.activities.errors.participantEmailInvalid'\n\n// customer_deals.description is an unbounded `text` column; this cap only exists to keep\n// request bodies, fulltext search documents and query-index documents from growing without limit.\nexport const DEAL_DESCRIPTION_MAX_LENGTH = 50_000\n\nconst emptyStringToNull = (value: unknown): unknown => {\n  if (typeof value !== 'string') return value\n  const trimmed = value.trim()\n  return trimmed.length ? trimmed : null\n}\n\nconst phoneSchema = z.preprocess(\n  emptyStringToNull,\n  z\n    .string()\n    .trim()\n    .max(50)\n    .refine((val) => isValidPhoneNumber(val), { message: CUSTOMER_PHONE_INVALID_MESSAGE_KEY })\n    .nullable()\n    .optional(),\n)\n\nconst clearableEmailSchema = z.preprocess(\n  emptyStringToNull,\n  z.string().email(CUSTOMER_EMAIL_INVALID_MESSAGE_KEY).max(320).nullable().optional(),\n)\n\nconst clearableUrlSchema = z.preprocess(\n  emptyStringToNull,\n  z.string().url(CUSTOMER_URL_INVALID_MESSAGE_KEY).max(300).nullable().optional(),\n)\n\n// Domain is a plain (non-URL) string that maps to a nullable column, so blanking\n// a previously-set value on edit must transmit null to clear it. See #2529.\nconst clearableDomainSchema = z.preprocess(\n  emptyStringToNull,\n  z.string().trim().max(200).nullable().optional(),\n)\n\n// Plain optional string fields that map to nullable columns: blanking a previously-set\n// value on edit must transmit null to clear it, not be silently dropped. See #3050.\nconst clearableStringSchema = (max: number) =>\n  z.preprocess(emptyStringToNull, z.string().trim().max(max).nullable().optional())\n\n// Annual revenue maps to a nullable numeric column. `''`/whitespace/null all clear it;\n// `.nullable()` short-circuits before coercion so null does not coerce to 0. See #3050.\nconst clearableRevenueSchema = z.preprocess(\n  (value) => {\n    if (typeof value === 'string' && value.trim().length === 0) return null\n    return value\n  },\n  z.coerce.number().min(0).nullable().optional(),\n)\n\nconst interactionPhoneNumberSchema = z.string().trim().max(50).optional().nullable()\n\nconst scopedSchema = z.object({\n  organizationId: uuid(),\n  tenantId: uuid(),\n})\n\nconst nextInteractionSchema = z\n  .object({\n    at: z.coerce.date(),\n    name: z.string().trim().min(1).max(200),\n    refId: z.string().trim().max(191).optional().nullable(),\n    icon: z.string().trim().max(100).optional().nullable(),\n    color: z\n      .string()\n      .trim()\n      .regex(/^#([0-9a-fA-F]{6})$/)\n      .optional()\n      .nullable(),\n  })\n  .strict()\n\nconst displayNameSchema = z.string().trim().min(1).max(200)\n\nconst baseEntitySchema = {\n  displayName: displayNameSchema,\n  // Nullable so a blanked description on edit clears the column instead of being dropped. See #3050.\n  description: clearableStringSchema(4000),\n  ownerUserId: uuid().optional(),\n  primaryEmail: clearableEmailSchema,\n  primaryPhone: phoneSchema,\n  status: z.string().trim().max(100).optional(),\n  lifecycleStage: z.string().trim().max(100).optional(),\n  source: z.string().trim().max(150).optional(),\n  temperature: z.string().trim().max(100).optional(),\n  renewalQuarter: z.string().trim().max(100).optional(),\n  isActive: z.boolean().optional(),\n  nextInteraction: nextInteractionSchema.nullable().optional(),\n  tags: z.array(uuid()).optional(),\n}\n\nconst personDetailsSchema = {\n  preferredName: z.string().trim().max(120).optional(),\n  jobTitle: z.string().trim().max(150).optional(),\n  department: z.string().trim().max(150).optional(),\n  seniority: z.string().trim().max(100).optional(),\n  timezone: z.string().trim().max(120).optional(),\n  linkedInUrl: clearableUrlSchema,\n  twitterUrl: clearableUrlSchema,\n  companyEntityId: uuid().nullable().optional(),\n}\n\nconst personFirstNameSchema = z.string().trim().min(1).max(120)\nconst personLastNameSchema = z.string().trim().min(1).max(120)\n\nconst companyDetailsSchema = {\n  // Nullable so blanked values on edit clear the columns instead of being dropped. See #3050.\n  legalName: clearableStringSchema(200),\n  brandName: clearableStringSchema(200),\n  domain: clearableDomainSchema,\n  websiteUrl: clearableUrlSchema,\n  industry: z.string().trim().max(150).optional(),\n  sizeBucket: clearableStringSchema(100),\n  annualRevenue: clearableRevenueSchema,\n}\n\nexport const personCreateSchema = scopedSchema.extend({\n  ...baseEntitySchema,\n  displayName: displayNameSchema.optional(),\n  firstName: personFirstNameSchema,\n  lastName: personLastNameSchema,\n  ...personDetailsSchema,\n})\n\nexport const personUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(\n    scopedSchema.extend({\n      ...baseEntitySchema,\n      ...personDetailsSchema,\n      firstName: personFirstNameSchema.optional(),\n      lastName: personLastNameSchema.optional(),\n    }).partial()\n  )\n\nexport const companyCreateSchema = scopedSchema.extend({\n  ...baseEntitySchema,\n  displayName: displayNameSchema,\n  ...companyDetailsSchema,\n})\n\nexport const companyUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(companyCreateSchema.partial())\n\nexport const dealCreateSchema = scopedSchema.extend({\n  title: z.string().min(1).max(200),\n  description: z.string().max(DEAL_DESCRIPTION_MAX_LENGTH).optional(),\n  status: z.string().max(50).optional(),\n  pipelineStage: z.string().max(100).optional(),\n  pipelineId: uuid().optional(),\n  pipelineStageId: uuid().optional(),\n  valueAmount: z.coerce.number().min(0).optional(),\n  valueCurrency: z.string().min(3).max(3).optional(),\n  probability: z.number().min(0).max(100).optional(),\n  expectedCloseAt: z.coerce.date().optional(),\n  // Nullable: the bulk owner-update worker passes `null` to clear ownership.\n  // Without `.nullable()`, dealUpdateSchema.parse({ ownerUserId: null }) throws\n  // ZodError \"expected string, received null\" inside the queue worker (TC-CRM-069).\n  ownerUserId: uuid().optional().nullable(),\n  source: z.string().max(150).optional(),\n  closureOutcome: z.enum(['won', 'lost']).optional(),\n  lossReasonId: uuid().optional(),\n  lossNotes: z.string().max(4000).optional(),\n  companyIds: z.array(uuid()).optional(),\n  personIds: z.array(uuid()).optional(),\n  primaryPersonEntityId: uuid().nullable().optional(),\n})\n\nexport const dealUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(dealCreateSchema.partial())\n\n// Bulk update schemas \u2014 used by `api/deals/bulk-update-{owner,stage}/route.ts`. Kept here\n// so all deal-write contracts live next to `dealCreateSchema` / `dealUpdateSchema`.\nexport const dealsBulkUpdateOwnerSchema = z.object({\n  ids: z.array(uuid()).min(1).max(10000),\n  ownerUserId: uuid().nullable(),\n})\n\nexport const dealsBulkUpdateStageSchema = z.object({\n  ids: z.array(uuid()).min(1).max(10000),\n  pipelineStageId: uuid(),\n})\n\nexport const dealsBulkUpdateResponseSchema = z.object({\n  ok: z.boolean(),\n  progressJobId: uuid().nullable(),\n  message: z.string(),\n})\n\nexport const activityCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  activityType: z.string().min(1).max(100),\n  subject: z.string().max(200).optional(),\n  body: z.string().max(8000).optional(),\n  date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  phoneNumber: interactionPhoneNumberSchema,\n  occurredAt: z.coerce.date().optional(),\n  dealId: uuid().optional(),\n  authorUserId: uuid().optional(),\n  appearanceIcon: z.string().trim().max(100).optional().nullable(),\n  appearanceColor: z\n    .string()\n    .trim()\n    .regex(/^#([0-9a-fA-F]{6})$/)\n    .optional()\n    .nullable(),\n})\n\nexport const activityUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(activityCreateSchema.partial())\n\nexport const commentCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  dealId: uuid().optional(),\n  body: z.string().min(1).max(8000),\n  authorUserId: uuid().optional(),\n  appearanceIcon: z.string().trim().max(100).optional().nullable(),\n  appearanceColor: z\n    .string()\n    .trim()\n    .regex(/^#([0-9a-fA-F]{6})$/)\n    .optional()\n    .nullable(),\n})\n\nexport const commentUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(commentCreateSchema.partial())\n\nexport const addressCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  name: z.string().max(150).optional(),\n  purpose: z.string().max(150).optional(),\n  companyName: z.string().max(200).optional(),\n  addressLine1: z.string().min(1).max(300),\n  addressLine2: z.string().max(300).optional(),\n  buildingNumber: z.string().max(50).optional(),\n  flatNumber: z.string().max(50).optional(),\n  city: z.string().max(150).optional(),\n  region: z.string().max(150).optional(),\n  postalCode: z.string().max(30).optional(),\n  country: z.string().max(150).optional(),\n  latitude: z.coerce\n    .number()\n    .min(COORDINATE_RANGES.latitude.min)\n    .max(COORDINATE_RANGES.latitude.max)\n    .nullable()\n    .optional(),\n  longitude: z.coerce\n    .number()\n    .min(COORDINATE_RANGES.longitude.min)\n    .max(COORDINATE_RANGES.longitude.max)\n    .nullable()\n    .optional(),\n  isPrimary: z.boolean().optional(),\n})\n\nexport const addressUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(addressCreateSchema.partial())\n\nexport const tagCreateSchema = scopedSchema.extend({\n  slug: z\n    .string()\n    .min(1)\n    .max(80)\n    .regex(/^[a-z0-9_-]+$/, 'Slug must be lowercase and may contain dashes or underscores'),\n  label: z.string().min(1).max(120),\n  color: z.string().max(30).optional(),\n  description: z.string().max(400).optional(),\n})\n\nexport const tagUpdateSchema = z\n  .object({\n    id: uuid(),\n  })\n  .merge(tagCreateSchema.partial())\n\nconst KNOWN_DICTIONARY_KINDS = [\n  'status',\n  'source',\n  'lifecycle_stage',\n  'address_type',\n  'activity_type',\n  'deal_status',\n  'pipeline_stage',\n  'job_title',\n  'industry',\n  'temperature',\n  'renewal_quarter',\n  'person_company_role',\n] as const\nconst CUSTOM_DICTIONARY_KIND_PATTERN = /^[a-z0-9]+(?:[-_][a-z0-9]+)*$/\nconst dictionaryKindEnum = z.string().trim().refine(\n  (value) =>\n    (KNOWN_DICTIONARY_KINDS as readonly string[]).includes(value) ||\n    CUSTOM_DICTIONARY_KIND_PATTERN.test(value),\n  { message: 'Unsupported dictionary kind' },\n)\n\nconst dictionaryValueSchema = z.string().trim().min(1).max(150)\nconst dictionaryLabelSchema = z.string().trim().max(150)\n// Pipeline-stage rows migrated to semantic tone identifiers in\n// Migration20260519120000_pipeline_stage_color_tones; AddStageDialog now writes those\n// directly. Other dictionary kinds still store hex. Accept either format so round-tripping\n// a migrated pipeline-stage entry through the dictionary edit UI doesn't fail validation.\nconst DICTIONARY_COLOR_TONES = ['success', 'warning', 'info', 'error', 'neutral', 'brand', 'pink'] as const\nconst dictionaryColorSchema = z\n  .string()\n  .trim()\n  .regex(\n    new RegExp(`^(#[0-9a-fA-F]{6}|${DICTIONARY_COLOR_TONES.join('|')})$`),\n    'Color must be a six-digit hex code (e.g. #3366ff) or a semantic tone identifier',\n  )\nconst dictionaryIconSchema = z.string().trim().max(48)\n\nexport const customerDictionaryEntryCreateSchema = scopedSchema.extend({\n  kind: dictionaryKindEnum,\n  value: dictionaryValueSchema,\n  label: dictionaryLabelSchema.optional(),\n  color: dictionaryColorSchema.nullable().optional(),\n  icon: dictionaryIconSchema.nullable().optional(),\n})\n\nexport type CustomerDictionaryEntryCreateInput = z.infer<typeof customerDictionaryEntryCreateSchema>\n\nexport const customerDictionaryEntryUpdateSchema = scopedSchema\n  .extend({\n    id: uuid(),\n    kind: dictionaryKindEnum,\n    value: dictionaryValueSchema.optional(),\n    label: dictionaryLabelSchema.optional(),\n    color: dictionaryColorSchema.nullable().optional(),\n    icon: dictionaryIconSchema.nullable().optional(),\n  })\n  .refine(\n    (payload) =>\n      payload.value !== undefined ||\n      payload.label !== undefined ||\n      payload.color !== undefined ||\n      payload.icon !== undefined,\n    {\n      message: 'Provide at least one field to update.',\n      path: ['value'],\n    }\n  )\n\nexport type CustomerDictionaryEntryUpdateInput = z.infer<typeof customerDictionaryEntryUpdateSchema>\n\nexport const customerDictionaryEntryDeleteSchema = scopedSchema.extend({\n  id: uuid(),\n  kind: dictionaryKindEnum,\n})\n\nexport type CustomerDictionaryEntryDeleteInput = z.infer<typeof customerDictionaryEntryDeleteSchema>\n\nexport const tagAssignmentSchema = scopedSchema.extend({\n  tagId: uuid(),\n  entityId: uuid(),\n})\n\nexport const todoLinkCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  todoId: uuid(),\n  todoSource: z.string().min(1).max(120).default('customers:interaction'),\n  createdByUserId: uuid().optional(),\n})\n\nexport const todoLinkWithTodoCreateSchema = scopedSchema.extend({\n  entityId: uuid(),\n  title: z.string().min(1).max(200),\n  isDone: z.boolean().optional(),\n  is_done: z.boolean().optional(),\n  todoSource: z.string().min(1).max(120).default('customers:interaction'),\n  createdByUserId: uuid().optional(),\n  todoCustom: z.record(z.string(), z.any()).optional(),\n  custom: z.record(z.string(), z.any()).optional(),\n})\n\n// --- Interaction schemas ---\n\n/**\n * @deprecated Interaction statuses are now dictionary-backed and tenant-configurable\n * (the `interaction-statuses` dictionary). This frozen 3-value list is kept only for\n * backward compatibility; it is no longer the validation source (the API accepts any\n * `z.string().max(50)`). For open/terminal semantics use `lib/interactionStatus.ts`\n * (`isOpenInteractionStatus` / `isTerminalInteractionStatus` / `INTERACTION_STATUS_*`);\n * for the seeded default set use `INTERACTION_STATUS_DEFAULTS` in `cli.ts`. Do not expand\n * this list \u2014 adding members would break exhaustive consumers.\n */\nexport const interactionStatusValues = ['planned', 'done', 'canceled'] as const\n/** @deprecated See {@link interactionStatusValues}. */\nexport type InteractionStatus = typeof interactionStatusValues[number]\n\n// A participant is either a real record (`userId`) or an external guest carrying\n// no id at all. A guest is only addressable through its email, so that email is\n// required and must actually be routable \u2014 an unparseable string would persist\n// and only fail later, at invitation or calendar-sync time. Participants that DO\n// have a userId keep an unvalidated auxiliary email, as before.\nconst interactionParticipantSchema = z\n  .object({\n    userId: z.string().uuid().optional(),\n    name: z.string().trim().max(200).optional(),\n    email: z.string().trim().max(320).optional(),\n    status: z.string().trim().max(50).optional(),\n  })\n  .superRefine((participant, ctx) => {\n    if (participant.userId) return\n    if (!participant.email) {\n      ctx.addIssue({\n        code: z.ZodIssueCode.custom,\n        path: ['email'],\n        message: INTERACTION_PARTICIPANT_IDENTITY_REQUIRED_MESSAGE_KEY,\n      })\n      return\n    }\n    if (!z.string().email().safeParse(participant.email).success) {\n      ctx.addIssue({\n        code: z.ZodIssueCode.custom,\n        path: ['email'],\n        message: INTERACTION_PARTICIPANT_EMAIL_INVALID_MESSAGE_KEY,\n      })\n    }\n  })\n\nconst interactionLinkedEntitySchema = z.object({\n  id: z.string().uuid(),\n  // 'resource' links calendar events to bookable resources (rooms, cars,\n  // equipment) from the optional resources module (#3552).\n  // 'person' links an interaction to a `customer_entities` row with kind='person',\n  // a first-class CRM record like a company (#5934).\n  type: z.enum(['company', 'deal', 'offer', 'resource', 'person']),\n  label: z.string().trim().max(500),\n})\n\nconst interactionGuestPermissionsSchema = z\n  .object({\n    canInviteOthers: z.boolean().optional(),\n    canModify: z.boolean().optional(),\n    canSeeList: z.boolean().optional(),\n  })\n  .strict()\n\nconst interactionExtendedFields = {\n  durationMinutes: z.number().int().min(0).optional().nullable(),\n  location: z.string().trim().max(500).optional().nullable(),\n  allDay: z.boolean().optional().nullable(),\n  recurrenceRule: z.string().trim().max(500).optional().nullable(),\n  recurrenceEnd: z.coerce.date().optional().nullable(),\n  participants: z.array(interactionParticipantSchema).optional().nullable(),\n  reminderMinutes: z.number().int().min(0).optional().nullable(),\n  visibility: z.string().trim().max(50).optional().nullable(),\n  linkedEntities: z.array(interactionLinkedEntitySchema).optional().nullable(),\n  guestPermissions: interactionGuestPermissionsSchema.optional().nullable(),\n} as const\n\nconst interactionCreateBaseSchema = scopedSchema.extend({\n  id: z.string().uuid().optional(),\n  entityId: z.string().uuid(),\n  interactionType: z.string().trim().min(1).max(100),\n  title: z.string().trim().max(500).optional().nullable(),\n  body: z.string().trim().max(10000).optional().nullable(),\n  // Lenient like `deal_status` (status: z.string().max(50)). The `interaction-statuses`\n  // dictionary drives the UI dropdown; the API accepts any string <=50 chars so existing\n  // rows, external writers, and the dispatch-crm MCP keep working. Open/terminal semantics\n  // live in lib/interactionStatus.ts, not in this validator.\n  status: z.string().max(50).optional().default('planned'),\n  // Nullable like the sibling `scheduledAt` below: an undated activity (a\n  // backlog task) says \"no date\" with an explicit null, not by omission (#5941).\n  date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional().nullable(),\n  phoneNumber: interactionPhoneNumberSchema,\n  scheduledAt: z.coerce.date().optional().nullable(),\n  occurredAt: z.coerce.date().optional().nullable(),\n  priority: z.number().int().min(0).max(100).optional().nullable(),\n  authorUserId: z.string().uuid().optional().nullable(),\n  ownerUserId: z.string().uuid().optional().nullable(),\n  dealId: z.string().uuid().optional().nullable(),\n  appearanceIcon: z.string().trim().max(100).optional().nullable(),\n  appearanceColor: z.string().trim().regex(/^#([0-9a-fA-F]{6})$/).optional().nullable(),\n  source: z.string().trim().max(100).optional().nullable(),\n  ...interactionExtendedFields,\n})\n\nfunction deriveScheduledAtFromDateTime(date?: string | null, time?: string | null): Date | null {\n  if (!date || typeof date !== 'string') return null\n  const trimmedDate = date.trim()\n  if (!trimmedDate) return null\n  const trimmedTime = typeof time === 'string' ? time.trim() : ''\n  const iso = trimmedTime ? `${trimmedDate}T${trimmedTime}:00` : `${trimmedDate}T00:00:00`\n  const parsed = new Date(iso)\n  return Number.isNaN(parsed.getTime()) ? null : parsed\n}\n\nexport const interactionCreateSchema = interactionCreateBaseSchema\n  .superRefine((value, ctx) => {\n    if (value.interactionType === 'call' && value.phoneNumber !== undefined && value.phoneNumber !== null) {\n      const phone = typeof value.phoneNumber === 'string' ? value.phoneNumber.trim() : ''\n      if (!phone) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY,\n        })\n      } else if (!isValidPhoneNumber(phone)) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_INVALID_MESSAGE_KEY,\n        })\n      }\n    }\n  })\n  // Derive `scheduledAt` from `date+time` when only the latter are sent so\n  // external API consumers don't silently persist `scheduled_at: null` after\n  // the validator already enforced non-empty date/time. The form already\n  // computes `scheduledAt` itself, so this branch is a no-op for the form path.\n  .transform((value) => {\n    if (value.scheduledAt) return value\n    const derived = deriveScheduledAtFromDateTime(value.date, value.time)\n    return derived ? { ...value, scheduledAt: derived } : value\n  })\n\nexport type InteractionCreateInput = z.infer<typeof interactionCreateSchema>\n\nconst interactionUpdateBaseSchema = z\n  .object({\n    id: z.string().uuid(),\n  })\n  .merge(\n    scopedSchema\n      .extend({\n        // Re-link an existing interaction to a different person/company, the same way\n        // `dealId` below already re-links it to a different deal (#5938). Not nullable:\n        // `CustomerInteraction.entity` is a required relation, so there is no \"detach\"\n        // state to express \u2014 that depends on #5935 making the column nullable first.\n        entityId: z.string().uuid().optional(),\n        interactionType: z.string().trim().min(1).max(100).optional(),\n        title: z.string().trim().max(500).optional().nullable(),\n        body: z.string().trim().max(10000).optional().nullable(),\n        status: z.string().max(50).optional(),\n        date: z.string().trim().min(1, ACTIVITY_DATE_REQUIRED_MESSAGE_KEY).optional().nullable(),\n        time: z.string().trim().min(1, ACTIVITY_TIME_REQUIRED_MESSAGE_KEY).optional().nullable(),\n        phoneNumber: interactionPhoneNumberSchema,\n        scheduledAt: z.coerce.date().optional().nullable(),\n        occurredAt: z.coerce.date().optional().nullable(),\n        priority: z.number().int().min(0).max(100).optional().nullable(),\n        authorUserId: z.string().uuid().optional().nullable(),\n        ownerUserId: z.string().uuid().optional().nullable(),\n        dealId: z.string().uuid().optional().nullable(),\n        appearanceIcon: z.string().trim().max(100).optional().nullable(),\n        appearanceColor: z.string().trim().regex(/^#([0-9a-fA-F]{6})$/).optional().nullable(),\n        pinned: z.boolean().optional(),\n        ...interactionExtendedFields,\n      })\n      .partial(),\n  )\n\nexport const interactionUpdateSchema = interactionUpdateBaseSchema\n  .superRefine((value, ctx) => {\n    if (value.interactionType === 'call' && value.phoneNumber !== undefined) {\n      const phone = typeof value.phoneNumber === 'string' ? value.phoneNumber.trim() : ''\n      if (!phone) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_REQUIRED_MESSAGE_KEY,\n        })\n      } else if (!isValidPhoneNumber(phone)) {\n        ctx.addIssue({\n          code: z.ZodIssueCode.custom,\n          path: ['phoneNumber'],\n          message: ACTIVITY_PHONE_INVALID_MESSAGE_KEY,\n        })\n      }\n    }\n  })\n  // Mirror the create-schema derivation for partial updates: when an external\n  // caller supplies `date+time` without `scheduledAt`, derive the timestamp so\n  // the update doesn't silently leave `scheduled_at` stale.\n  .transform((value) => {\n    if (value.scheduledAt !== undefined) return value\n    // An explicit `date: null` is how a caller drops the due date; mirror it\n    // onto `scheduledAt` rather than leaving the old timestamp behind (#5941).\n    if (value.date === null) return { ...value, scheduledAt: null }\n    if (!value.date && !value.time) return value\n    const derived = deriveScheduledAtFromDateTime(value.date, value.time)\n    return derived ? { ...value, scheduledAt: derived } : value\n  })\n\nexport type InteractionUpdateInput = z.infer<typeof interactionUpdateSchema>\n\nexport const interactionCompleteSchema = z.object({\n  id: z.string().uuid(),\n  occurredAt: z.coerce.date().optional(),\n})\n\nexport const interactionCancelSchema = z.object({\n  id: z.string().uuid(),\n})\n\nexport const customerAddressFormatSchema = z.enum(['line_first', 'street_first'])\n\nexport const customerSettingsUpsertSchema = scopedSchema.extend({\n  addressFormat: customerAddressFormatSchema,\n})\n\nexport const customerStuckThresholdUpsertSchema = scopedSchema.extend({\n  stuckThresholdDays: z.number().int().min(1).max(365),\n})\n\nexport const customerDictionarySortModesSchema = z.record(z.string(), dictionaryEntrySortModeSchema)\n\nexport const customerDictionarySortModesUpsertSchema = scopedSchema.extend({\n  dictionarySortModes: customerDictionarySortModesSchema,\n})\n\nexport type PersonCreateInput = z.infer<typeof personCreateSchema>\nexport type PersonUpdateInput = z.infer<typeof personUpdateSchema>\nexport type CompanyCreateInput = z.infer<typeof companyCreateSchema>\nexport type CompanyUpdateInput = z.infer<typeof companyUpdateSchema>\nexport type DealCreateInput = z.infer<typeof dealCreateSchema>\nexport type DealUpdateInput = z.infer<typeof dealUpdateSchema>\nexport type ActivityCreateInput = z.infer<typeof activityCreateSchema>\nexport type ActivityUpdateInput = z.infer<typeof activityUpdateSchema>\nexport type CommentCreateInput = z.infer<typeof commentCreateSchema>\nexport type CommentUpdateInput = z.infer<typeof commentUpdateSchema>\nexport type AddressCreateInput = z.infer<typeof addressCreateSchema>\nexport type AddressUpdateInput = z.infer<typeof addressUpdateSchema>\nexport type TagCreateInput = z.infer<typeof tagCreateSchema>\nexport type TagUpdateInput = z.infer<typeof tagUpdateSchema>\nexport type TagAssignmentInput = z.infer<typeof tagAssignmentSchema>\nexport type TodoLinkCreateInput = z.infer<typeof todoLinkCreateSchema>\nexport type TodoLinkWithTodoCreateInput = z.infer<typeof todoLinkWithTodoCreateSchema>\nexport type CustomerSettingsUpsertInput = z.infer<typeof customerSettingsUpsertSchema>\nexport type CustomerStuckThresholdUpsertInput = z.infer<typeof customerStuckThresholdUpsertSchema>\nexport type CustomerDictionarySortModesUpsertInput = z.infer<typeof customerDictionarySortModesUpsertSchema>\nexport type CustomerAddressFormatInput = z.infer<typeof customerAddressFormatSchema>\nexport type InteractionCompleteInput = z.infer<typeof interactionCompleteSchema>\nexport type InteractionCancelInput = z.infer<typeof interactionCancelSchema>\n\n// --- Pipeline schemas ---\n\nexport const pipelineCreateSchema = scopedSchema.extend({\n  name: z.string().trim().min(1).max(200),\n  isDefault: z.boolean().optional(),\n})\n\nexport const pipelineUpdateSchema = z.object({\n  id: uuid(),\n  name: z.string().trim().min(1).max(200).optional(),\n  isDefault: z.boolean().optional(),\n})\n\nexport const pipelineDeleteSchema = z.object({\n  id: uuid(),\n})\n\nexport type PipelineCreateInput = z.infer<typeof pipelineCreateSchema>\nexport type PipelineUpdateInput = z.infer<typeof pipelineUpdateSchema>\nexport type PipelineDeleteInput = z.infer<typeof pipelineDeleteSchema>\n\n// --- Pipeline Stage schemas ---\n\nexport const pipelineStageCreateSchema = scopedSchema.extend({\n  pipelineId: uuid(),\n  label: z.string().trim().min(1).max(200),\n  order: z.number().int().min(0).optional(),\n  color: z.string().trim().max(20).nullish(),\n  icon: z.string().trim().max(100).nullish(),\n})\n\nexport const pipelineStageUpdateSchema = z.object({\n  id: uuid(),\n  label: z.string().trim().min(1).max(200).optional(),\n  order: z.number().int().min(0).optional(),\n  color: z.string().trim().max(20).nullish(),\n  icon: z.string().trim().max(100).nullish(),\n})\n\nexport const pipelineStageDeleteSchema = z.object({\n  id: uuid(),\n})\n\nexport const pipelineStageReorderSchema = scopedSchema.extend({\n  stages: z.array(z.object({\n    id: uuid(),\n    order: z.number().int().min(0),\n  })).min(1),\n})\n\nexport type PipelineStageCreateInput = z.infer<typeof pipelineStageCreateSchema>\nexport type PipelineStageUpdateInput = z.infer<typeof pipelineStageUpdateSchema>\nexport type PipelineStageDeleteInput = z.infer<typeof pipelineStageDeleteSchema>\nexport type PipelineStageReorderInput = z.infer<typeof pipelineStageReorderSchema>\n\nexport const entityRoleCreateSchema = scopedSchema.extend({\n  entityType: z.enum(['company', 'person']),\n  entityId: uuid(),\n  roleType: z.string().trim().min(1).max(100),\n  userId: uuid(),\n})\n\nexport const entityRoleUpdateSchema = scopedSchema.extend({\n  id: uuid(),\n  userId: uuid(),\n})\n\nexport const entityRoleDeleteSchema = scopedSchema.extend({\n  id: uuid(),\n})\n\nexport type EntityRoleCreateInput = z.infer<typeof entityRoleCreateSchema>\nexport type EntityRoleUpdateInput = z.infer<typeof entityRoleUpdateSchema>\nexport type EntityRoleDeleteInput = z.infer<typeof entityRoleDeleteSchema>\n\nexport const updateKindSettingSchema = z.object({\n  kind: z.string().trim().min(1).max(100),\n  selectionMode: z.enum(['single', 'multi']).optional(),\n  visibleInTags: z.boolean().optional(),\n  sortOrder: z.number().int().min(0).optional(),\n})\n\nexport type UpdateKindSettingInput = z.infer<typeof updateKindSettingSchema>\n\nexport const customerKindSettingsUpsertSchema = scopedSchema.extend({\n  kind: z.string().trim().min(1).max(100),\n  selectionMode: z.enum(['single', 'multi']).optional(),\n  visibleInTags: z.boolean().optional(),\n  sortOrder: z.number().int().min(0).optional(),\n})\n\nexport type CustomerKindSettingsUpsertInput = z.infer<typeof customerKindSettingsUpsertSchema>\n\nexport const labelCreateSchema = z.object({\n  label: z.string().trim().min(1).max(120),\n  slug: z.string().trim().min(1).max(80).regex(/^[a-z0-9_-]+$/).optional(),\n})\n\nexport type LabelCreateInput = z.infer<typeof labelCreateSchema>\n\nexport const labelCreateCommandSchema = scopedSchema.extend({\n  label: z.string().trim().min(1).max(120),\n  slug: z.string().trim().min(1).max(80).regex(/^[a-z0-9_-]+$/),\n  userId: uuid(),\n})\n\nexport type LabelCreateCommandInput = z.infer<typeof labelCreateCommandSchema>\n\nexport const labelAssignmentSchema = z.object({\n  labelId: z.string().uuid(),\n  entityId: z.string().uuid(),\n})\n\nexport type LabelAssignmentInput = z.infer<typeof labelAssignmentSchema>\n\nexport const labelAssignCommandSchema = scopedSchema.extend({\n  labelId: uuid(),\n  entityId: uuid(),\n})\n\nexport const labelUnassignCommandSchema = scopedSchema.extend({\n  labelId: uuid(),\n  entityId: uuid(),\n})\n\nexport type LabelAssignCommandInput = z.infer<typeof labelAssignCommandSchema>\nexport type LabelUnassignCommandInput = z.infer<typeof labelUnassignCommandSchema>\n\n/**\n * Set (or clear) the caller's own email-conversation share for one Person.\n *\n * Deliberately carries NO owner field: the command derives the owner from the\n * authenticated actor, so there is no request shape that could share another\n * user's mailbox.\n */\nexport const emailConversationShareSetCommandSchema = scopedSchema.extend({\n  personEntityId: uuid(),\n  shared: z.boolean(),\n  expectedUpdatedAt: z.string().min(1).nullable().optional(),\n})\n\nexport type EmailConversationShareSetCommandInput = z.infer<\n  typeof emailConversationShareSetCommandSchema\n>\n\nexport const personCompanyLinkCreateSchema = scopedSchema.extend({\n  personEntityId: uuid(),\n  companyEntityId: uuid(),\n  isPrimary: z.boolean().optional(),\n})\n\nexport const personCompanyLinkUpdateSchema = scopedSchema.extend({\n  linkId: uuid(),\n  isPrimary: z.boolean(),\n})\n\n// Two shapes are accepted, because a person can belong to a company in two ways:\n// through a `customer_person_company_links` row (`linkId`), or through a legacy\n// profile-only assignment where `customer_person_profiles.company_id` is set and no\n// link row was ever created (migrated CRM data, #5114). 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 }

package/dist/modules/customers/events.js

@@ -78,7 +78,12 @@ const events = [
   { id: "customers.person.company_assignment.detached", label: "Legacy Company Assignment Detached", entity: "person_company_link", category: "lifecycle", clientBroadcast: true },
   // ── Email integration (2026-05-27) ────────────────────────────────────────
   { id: "customers.email.linked", label: "Email Linked To Person", entity: "email_link", category: "lifecycle", clientBroadcast: true },
-  { id: "customers.email.visibility_changed", label: "Email Visibility Changed", entity: "email_link", category: "lifecycle", clientBroadcast: true }
+  { id: "customers.email.visibility_changed", label: "Email Visibility Changed", entity: "email_link", category: "lifecycle", clientBroadcast: true },
+  // Audit only, deliberately NOT clientBroadcast: the payload names a Person and
+  // a mailbox owner with no recipient hint, so the SSE bridge would fan it out to
+  // the whole tenant/org audience — telling every connected client that user X had
+  // a private conversation with Person P, on the UN-share edge especially.
+  { id: "customers.email.conversation_visibility_changed", label: "Email Conversation Visibility Changed", entity: "email_conversation_share", category: "lifecycle" }
 ];
 const eventsConfig = createModuleEvents({
   moduleId: "customers",

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

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../src/modules/customers/events.ts"],
-  "sourcesContent": ["import { createModuleEvents, type EventPayloadSchema } from '@open-mercato/shared/modules/events'\n\n/**\n * Customers Module Events\n *\n * Declares all events that can be emitted by the customers module.\n */\n\n/**\n * Payload emitted by `commands/deals.ts` for deal closure lifecycle events\n * (`customers.deal.won` / `customers.deal.lost`). Fields mirror the emit call\n * exactly; nullable fields are marked optional.\n */\nconst dealClosurePayloadSchema: EventPayloadSchema = {\n  fields: [\n    { path: 'id', type: 'text' },\n    { path: 'tenantId', type: 'text' },\n    { path: 'organizationId', type: 'text' },\n    { path: 'ownerUserId', type: 'text', optional: true },\n    { path: 'title', type: 'text' },\n    { path: 'valueAmount', type: 'text', optional: true },\n    { path: 'valueCurrency', type: 'text', optional: true },\n  ],\n}\n\nconst events = [\n  // People\n  { id: 'customers.person.created', label: 'Customer (Person) Created', entity: 'person', category: 'crud' },\n  { id: 'customers.person.updated', label: 'Customer (Person) Updated', entity: 'person', category: 'crud' },\n  { id: 'customers.person.deleted', label: 'Customer (Person) Deleted', entity: 'person', category: 'crud' },\n\n  // Companies\n  { id: 'customers.company.created', label: 'Customer (Company) Created', entity: 'company', category: 'crud' },\n  { id: 'customers.company.updated', label: 'Customer (Company) Updated', entity: 'company', category: 'crud' },\n  { id: 'customers.company.deleted', label: 'Customer (Company) Deleted', entity: 'company', category: 'crud' },\n\n  // Deals\n  { id: 'customers.deal.created', label: 'Deal Created', entity: 'deal', category: 'crud' },\n  { id: 'customers.deal.updated', label: 'Deal Updated', entity: 'deal', category: 'crud' },\n  { id: 'customers.deal.deleted', label: 'Deal Deleted', entity: 'deal', category: 'crud' },\n  { id: 'customers.deal.won', label: 'Deal Won', entity: 'deal', category: 'lifecycle', payloadSchema: dealClosurePayloadSchema },\n  { id: 'customers.deal.lost', label: 'Deal Lost', entity: 'deal', category: 'lifecycle', payloadSchema: dealClosurePayloadSchema },\n\n  // Comments\n  { id: 'customers.comment.created', label: 'Comment Created', entity: 'comment', category: 'crud' },\n  { id: 'customers.comment.updated', label: 'Comment Updated', entity: 'comment', category: 'crud' },\n  { id: 'customers.comment.deleted', label: 'Comment Deleted', entity: 'comment', category: 'crud' },\n\n  // Addresses\n  { id: 'customers.address.created', label: 'Address Created', entity: 'address', category: 'crud' },\n  { id: 'customers.address.updated', label: 'Address Updated', entity: 'address', category: 'crud' },\n  { id: 'customers.address.deleted', label: 'Address Deleted', entity: 'address', category: 'crud' },\n\n  // Activities\n  { id: 'customers.activity.created', label: 'Activity Created', entity: 'activity', category: 'crud' },\n  { id: 'customers.activity.updated', label: 'Activity Updated', entity: 'activity', category: 'crud' },\n  { id: 'customers.activity.deleted', label: 'Activity Deleted', entity: 'activity', category: 'crud' },\n\n  // Tags\n  { id: 'customers.tag.created', label: 'Tag Created', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.updated', label: 'Tag Updated', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.deleted', label: 'Tag Deleted', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.assigned', label: 'Tag Assigned', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.removed', label: 'Tag Removed', entity: 'tag', category: 'crud' },\n\n  // Todos\n  { id: 'customers.todo.created', label: 'Todo Created', entity: 'todo', category: 'crud' },\n  { id: 'customers.todo.updated', label: 'Todo Updated', entity: 'todo', category: 'crud' },\n  { id: 'customers.todo.deleted', label: 'Todo Deleted', entity: 'todo', category: 'crud' },\n\n  // Interactions (canonical)\n  { id: 'customers.interaction.created', label: 'Interaction Created', entity: 'interaction', category: 'crud' },\n  { id: 'customers.interaction.updated', label: 'Interaction Updated', entity: 'interaction', category: 'crud' },\n  { id: 'customers.interaction.completed', label: 'Interaction Completed', entity: 'interaction', category: 'lifecycle' },\n  { id: 'customers.interaction.canceled', label: 'Interaction Canceled', entity: 'interaction', category: 'lifecycle' },\n  { id: 'customers.interaction.reverted', label: 'Interaction Reverted', entity: 'interaction', category: 'lifecycle' },\n  { id: 'customers.interaction.deleted', label: 'Interaction Deleted', entity: 'interaction', category: 'crud' },\n  { id: 'customers.next_interaction.updated', label: 'Next Interaction Updated', entity: 'interaction', category: 'lifecycle' },\n\n  // Entity Roles\n  { id: 'customers.entity_role.created', label: 'Entity Role Created', entity: 'entity_role', category: 'crud' },\n  { id: 'customers.entity_role.updated', label: 'Entity Role Updated', entity: 'entity_role', category: 'crud' },\n  { id: 'customers.entity_role.deleted', label: 'Entity Role Deleted', entity: 'entity_role', category: 'crud' },\n\n  // Labels\n  { id: 'customers.label.created', label: 'Label Created', entity: 'label', category: 'crud' },\n  { id: 'customers.label.updated', label: 'Label Updated', entity: 'label', category: 'crud' },\n  { id: 'customers.label.deleted', label: 'Label Deleted', entity: 'label', category: 'crud' },\n\n  // Label Assignments\n  { id: 'customers.label_assignment.created', label: 'Label Assigned', entity: 'label_assignment', category: 'crud' },\n  { id: 'customers.label_assignment.updated', label: 'Label Assignment Updated', entity: 'label_assignment', category: 'crud' },\n  { id: 'customers.label_assignment.deleted', label: 'Label Unassigned', entity: 'label_assignment', category: 'crud' },\n\n  // Person-Company Links\n  { id: 'customers.person_company_link.created', label: 'Person Linked To Company', entity: 'person_company_link', category: 'crud', clientBroadcast: true },\n  { id: 'customers.person_company_link.updated', label: 'Person-Company Link Updated', entity: 'person_company_link', category: 'crud', clientBroadcast: true },\n  { id: 'customers.person_company_link.deleted', label: 'Person Unlinked From Company', entity: 'person_company_link', category: 'crud', clientBroadcast: true },\n  // Legacy profile-only company assignments (`customer_person_profiles.company_id` set with no\n  // backing link row, #5114) have no link entity, so detaching one cannot honestly emit\n  // `customers.person_company_link.deleted` \u2014 that event's payload promises a link id that never\n  // existed. This sibling carries the same live-refresh signal for that shape instead.\n  { id: 'customers.person.company_assignment.detached', label: 'Legacy Company Assignment Detached', entity: 'person_company_link', category: 'lifecycle', clientBroadcast: true },\n\n  // \u2500\u2500 Email integration (2026-05-27) \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  { id: 'customers.email.linked', label: 'Email Linked To Person', entity: 'email_link', category: 'lifecycle', clientBroadcast: true },\n  { id: 'customers.email.visibility_changed', label: 'Email Visibility Changed', entity: 'email_link', category: 'lifecycle', clientBroadcast: true },\n] as const\n\nexport const eventsConfig = createModuleEvents({\n  moduleId: 'customers',\n  events,\n})\n\n/** Type-safe event emitter for customers module */\nexport const emitCustomersEvent = eventsConfig.emit\n\n/** Event IDs that can be emitted by the customers module */\nexport type CustomersEventId = typeof events[number]['id']\n\nexport default eventsConfig\n"],
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+  "sourcesContent": ["import { createModuleEvents, type EventPayloadSchema } from '@open-mercato/shared/modules/events'\n\n/**\n * Customers Module Events\n *\n * Declares all events that can be emitted by the customers module.\n */\n\n/**\n * Payload emitted by `commands/deals.ts` for deal closure lifecycle events\n * (`customers.deal.won` / `customers.deal.lost`). Fields mirror the emit call\n * exactly; nullable fields are marked optional.\n */\nconst dealClosurePayloadSchema: EventPayloadSchema = {\n  fields: [\n    { path: 'id', type: 'text' },\n    { path: 'tenantId', type: 'text' },\n    { path: 'organizationId', type: 'text' },\n    { path: 'ownerUserId', type: 'text', optional: true },\n    { path: 'title', type: 'text' },\n    { path: 'valueAmount', type: 'text', optional: true },\n    { path: 'valueCurrency', type: 'text', optional: true },\n  ],\n}\n\nconst events = [\n  // People\n  { id: 'customers.person.created', label: 'Customer (Person) Created', entity: 'person', category: 'crud' },\n  { id: 'customers.person.updated', label: 'Customer (Person) Updated', entity: 'person', category: 'crud' },\n  { id: 'customers.person.deleted', label: 'Customer (Person) Deleted', entity: 'person', category: 'crud' },\n\n  // Companies\n  { id: 'customers.company.created', label: 'Customer (Company) Created', entity: 'company', category: 'crud' },\n  { id: 'customers.company.updated', label: 'Customer (Company) Updated', entity: 'company', category: 'crud' },\n  { id: 'customers.company.deleted', label: 'Customer (Company) Deleted', entity: 'company', category: 'crud' },\n\n  // Deals\n  { id: 'customers.deal.created', label: 'Deal Created', entity: 'deal', category: 'crud' },\n  { id: 'customers.deal.updated', label: 'Deal Updated', entity: 'deal', category: 'crud' },\n  { id: 'customers.deal.deleted', label: 'Deal Deleted', entity: 'deal', category: 'crud' },\n  { id: 'customers.deal.won', label: 'Deal Won', entity: 'deal', category: 'lifecycle', payloadSchema: dealClosurePayloadSchema },\n  { id: 'customers.deal.lost', label: 'Deal Lost', entity: 'deal', category: 'lifecycle', payloadSchema: dealClosurePayloadSchema },\n\n  // Comments\n  { id: 'customers.comment.created', label: 'Comment Created', entity: 'comment', category: 'crud' },\n  { id: 'customers.comment.updated', label: 'Comment Updated', entity: 'comment', category: 'crud' },\n  { id: 'customers.comment.deleted', label: 'Comment Deleted', entity: 'comment', category: 'crud' },\n\n  // Addresses\n  { id: 'customers.address.created', label: 'Address Created', entity: 'address', category: 'crud' },\n  { id: 'customers.address.updated', label: 'Address Updated', entity: 'address', category: 'crud' },\n  { id: 'customers.address.deleted', label: 'Address Deleted', entity: 'address', category: 'crud' },\n\n  // Activities\n  { id: 'customers.activity.created', label: 'Activity Created', entity: 'activity', category: 'crud' },\n  { id: 'customers.activity.updated', label: 'Activity Updated', entity: 'activity', category: 'crud' },\n  { id: 'customers.activity.deleted', label: 'Activity Deleted', entity: 'activity', category: 'crud' },\n\n  // Tags\n  { id: 'customers.tag.created', label: 'Tag Created', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.updated', label: 'Tag Updated', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.deleted', label: 'Tag Deleted', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.assigned', label: 'Tag Assigned', entity: 'tag', category: 'crud' },\n  { id: 'customers.tag.removed', label: 'Tag Removed', entity: 'tag', category: 'crud' },\n\n  // Todos\n  { id: 'customers.todo.created', label: 'Todo Created', entity: 'todo', category: 'crud' },\n  { id: 'customers.todo.updated', label: 'Todo Updated', entity: 'todo', category: 'crud' },\n  { id: 'customers.todo.deleted', label: 'Todo Deleted', entity: 'todo', category: 'crud' },\n\n  // Interactions (canonical)\n  { id: 'customers.interaction.created', label: 'Interaction Created', entity: 'interaction', category: 'crud' },\n  { id: 'customers.interaction.updated', label: 'Interaction Updated', entity: 'interaction', category: 'crud' },\n  { id: 'customers.interaction.completed', label: 'Interaction Completed', entity: 'interaction', category: 'lifecycle' },\n  { id: 'customers.interaction.canceled', label: 'Interaction Canceled', entity: 'interaction', category: 'lifecycle' },\n  { id: 'customers.interaction.reverted', label: 'Interaction Reverted', entity: 'interaction', category: 'lifecycle' },\n  { id: 'customers.interaction.deleted', label: 'Interaction Deleted', entity: 'interaction', category: 'crud' },\n  { id: 'customers.next_interaction.updated', label: 'Next Interaction Updated', entity: 'interaction', category: 'lifecycle' },\n\n  // Entity Roles\n  { id: 'customers.entity_role.created', label: 'Entity Role Created', entity: 'entity_role', category: 'crud' },\n  { id: 'customers.entity_role.updated', label: 'Entity Role Updated', entity: 'entity_role', category: 'crud' },\n  { id: 'customers.entity_role.deleted', label: 'Entity Role Deleted', entity: 'entity_role', category: 'crud' },\n\n  // Labels\n  { id: 'customers.label.created', label: 'Label Created', entity: 'label', category: 'crud' },\n  { id: 'customers.label.updated', label: 'Label Updated', entity: 'label', category: 'crud' },\n  { id: 'customers.label.deleted', label: 'Label Deleted', entity: 'label', category: 'crud' },\n\n  // Label Assignments\n  { id: 'customers.label_assignment.created', label: 'Label Assigned', entity: 'label_assignment', category: 'crud' },\n  { id: 'customers.label_assignment.updated', label: 'Label Assignment Updated', entity: 'label_assignment', category: 'crud' },\n  { id: 'customers.label_assignment.deleted', label: 'Label Unassigned', entity: 'label_assignment', category: 'crud' },\n\n  // Person-Company Links\n  { id: 'customers.person_company_link.created', label: 'Person Linked To Company', entity: 'person_company_link', category: 'crud', clientBroadcast: true },\n  { id: 'customers.person_company_link.updated', label: 'Person-Company Link Updated', entity: 'person_company_link', category: 'crud', clientBroadcast: true },\n  { id: 'customers.person_company_link.deleted', label: 'Person Unlinked From Company', entity: 'person_company_link', category: 'crud', clientBroadcast: true },\n  // Legacy profile-only company assignments (`customer_person_profiles.company_id` set with no\n  // backing link row, #5114) have no link entity, so detaching one cannot honestly emit\n  // `customers.person_company_link.deleted` \u2014 that event's payload promises a link id that never\n  // existed. This sibling carries the same live-refresh signal for that shape instead.\n  { id: 'customers.person.company_assignment.detached', label: 'Legacy Company Assignment Detached', entity: 'person_company_link', category: 'lifecycle', clientBroadcast: true },\n\n  // \u2500\u2500 Email integration (2026-05-27) \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n  { id: 'customers.email.linked', label: 'Email Linked To Person', entity: 'email_link', category: 'lifecycle', clientBroadcast: true },\n  { id: 'customers.email.visibility_changed', label: 'Email Visibility Changed', entity: 'email_link', category: 'lifecycle', clientBroadcast: true },\n  // Audit only, deliberately NOT clientBroadcast: the payload names a Person and\n  // a mailbox owner with no recipient hint, so the SSE bridge would fan it out to\n  // the whole tenant/org audience \u2014 telling every connected client that user X had\n  // a private conversation with Person P, on the UN-share edge especially.\n  { id: 'customers.email.conversation_visibility_changed', label: 'Email Conversation Visibility Changed', entity: 'email_conversation_share', category: 'lifecycle' },\n] as const\n\nexport const eventsConfig = createModuleEvents({\n  moduleId: 'customers',\n  events,\n})\n\n/** Type-safe event emitter for customers module */\nexport const emitCustomersEvent = eventsConfig.emit\n\n/** Event IDs that can be emitted by the customers module */\nexport type CustomersEventId = typeof events[number]['id']\n\nexport default eventsConfig\n"],
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package/dist/modules/customers/lib/assignableStaff.js

@@ -136,6 +136,19 @@ async function fetchAssignableStaffMembers(query, options) {
   const result = await fetchAssignableStaffMembersPage(query, options);
   return result.items;
 }
+async function fetchCurrentUserName(options) {
+  try {
+    const data = await readApiResultOrThrow(
+      "/api/auth/profile",
+      options?.signal ? { signal: options.signal } : void 0
+    );
+    const name = typeof data.name === "string" ? data.name.trim() : "";
+    const email = typeof data.email === "string" ? data.email.trim() : "";
+    return name || email || null;
+  } catch {
+    return null;
+  }
+}
 function mapAssignableStaffToFilterOptions(items) {
   return items.map((item) => ({
     value: item.userId,
@@ -152,6 +165,7 @@ export {
   ensureCurrentUserFilterOption,
   fetchAssignableStaffMembers,
   fetchAssignableStaffMembersPage,
+  fetchCurrentUserName,
   mapAssignableStaffToFilterOptions
 };
 //# sourceMappingURL=assignableStaff.js.map

package/dist/modules/customers/lib/assignableStaff.js.map

@@ -1,7 +1,7 @@
 {
   "version": 3,
   "sources": ["../../../../src/modules/customers/lib/assignableStaff.ts"],
-  "sourcesContent": ["import { apiCall, readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport type { FilterOption } from '@open-mercato/shared/lib/query/advanced-filter'\n\nexport type AssignableStaffMember = {\n  /**\n   * Real team-member id when the staff module is present; `null` when resolved\n   * via the auth-users fallback (auth user ids are not staff ids \u2014 passing this\n   * value to a staff API would produce a wrong lookup).\n   */\n  teamMemberId: string | null\n  userId: string\n  displayName: string\n  email: string | null\n  teamName: string | null\n}\n\ntype AssignableStaffResponse = {\n  items?: Array<Record<string, unknown>>\n  total?: number\n  page?: number\n  pageSize?: number\n}\n\n/** Shape returned by GET /api/auth/users \u2014 distinct from AssignableStaffResponse. */\ntype AuthUsersListResponse = {\n  items?: AuthUserListItem[]\n  total?: number\n  /** /api/auth/users does not return page/pageSize; callers fall back to passed-in values. */\n  isSuperAdmin?: boolean\n}\n\ntype AuthUserListItem = {\n  id?: unknown\n  name?: unknown\n  email?: unknown\n}\n\nexport type AssignableStaffMembersPage = {\n  items: AssignableStaffMember[]\n  /**\n   * How many rows the server served for this page, before the dedupe below.\n   * \"Load more\" guards must measure this rather than `items.length`: a deduped\n   * length shorter than the served page reads as a short page and terminates\n   * the sequence early, stranding the rest of the roster.\n   */\n  servedCount: number\n  total: number\n  page: number\n  pageSize: number\n}\n\n// The assignable-staff roster is owned by the optional, ejectable `staff` module.\n// When that module is disabled, its `/api/staff/team-members/assignable` endpoint is\n// absent and the request resolves to 404. Customers UI (deals / people / companies\n// owner filters, role-assignment dialogs) is core and always enabled, so it must not\n// break in that case \u2014 fall back to tenant auth users, because `ownerUserId` is an\n// auth user id, not a staff team-member id (issue #6183). Treat other failures as\n// before: propagate them to the caller.\nfunction isAssignableEndpointMissing(error: unknown): boolean {\n  return (\n    typeof error === 'object' &&\n    error !== null &&\n    (error as { status?: unknown }).status === 404\n  )\n}\n\nfunction isAuthUsersFallbackDegradableHttpError(error: unknown): boolean {\n  const status = (error as { status?: unknown })?.status\n  return typeof status === 'number' && status >= 400 && status < 500\n}\n\nfunction mapStaffItems(rawItems: Array<Record<string, unknown>>): AssignableStaffMember[] {\n  const deduped = new Map<string, AssignableStaffMember>()\n\n  for (const item of rawItems) {\n    const userId =\n      typeof item?.userId === 'string'\n        ? item.userId\n        : typeof item?.user_id === 'string'\n          ? item.user_id\n          : null\n    if (!userId || deduped.has(userId)) continue\n\n    const user =\n      item?.user && typeof item.user === 'object'\n        ? (item.user as Record<string, unknown>)\n        : null\n    const team =\n      item?.team && typeof item.team === 'object'\n        ? (item.team as Record<string, unknown>)\n        : null\n\n    const displayName =\n      typeof item?.displayName === 'string' && item.displayName.trim().length > 0\n        ? item.displayName.trim()\n        : typeof item?.display_name === 'string' && item.display_name.trim().length > 0\n          ? item.display_name.trim()\n          : null\n    const email =\n      user && typeof user.email === 'string' && user.email.trim().length > 0\n        ? user.email.trim()\n        : typeof item?.email === 'string' && item.email.trim().length > 0\n          ? item.email.trim()\n          : null\n    const teamName =\n      typeof item?.teamName === 'string' && item.teamName.trim().length > 0\n        ? item.teamName.trim()\n        : typeof item?.team_name === 'string' && item.team_name.trim().length > 0\n          ? item.team_name.trim()\n          : team && typeof team.name === 'string' && team.name.trim().length > 0\n            ? team.name.trim()\n            : null\n    const teamMemberId =\n      typeof item?.teamMemberId === 'string'\n        ? item.teamMemberId\n        : typeof item?.team_member_id === 'string'\n          ? item.team_member_id\n          : typeof item?.id === 'string'\n            ? item.id\n            : userId\n\n    deduped.set(userId, {\n      teamMemberId,\n      userId,\n      displayName: displayName ?? email ?? userId,\n      email,\n      teamName,\n    })\n  }\n\n  return Array.from(deduped.values())\n}\n\nfunction mapAuthUsersToAssignable(rawItems: AuthUserListItem[]): AssignableStaffMember[] {\n  const deduped = new Map<string, AssignableStaffMember>()\n\n  for (const item of rawItems) {\n    if (!item || typeof item.id !== 'string' || !item.id.trim()) continue\n    const userId = item.id.trim()\n    if (deduped.has(userId)) continue\n\n    const name = typeof item.name === 'string' && item.name.trim().length > 0 ? item.name.trim() : null\n    const email = typeof item.email === 'string' && item.email.trim().length > 0 ? item.email.trim() : null\n    const displayName = name ?? email ?? userId\n\n    deduped.set(userId, {\n      // Auth user ids are not staff team-member ids. Callers must not pass this\n      // value to a staff API endpoint.\n      teamMemberId: null,\n      userId,\n      displayName,\n      email,\n      teamName: null,\n    })\n  }\n\n  return Array.from(deduped.values())\n}\n\n/**\n * When the optional `staff` module is absent, resolve assignable owners from\n * `GET /api/auth/users` so CRM apps without staff still show owner names and\n * pickers (ownerUserId is always an auth user id).\n *\n * A 401/403/404 from the fallback endpoint degrades to an empty roster.\n * A 5xx or network error propagates so the operator gets a signal.\n * An AbortError is always rethrown so callers can distinguish cancellation.\n */\nasync function fetchAssignableUsersFallback(\n  query: string,\n  options: { page: number; pageSize: number; activeOrgId?: string | null; signal?: AbortSignal },\n): Promise<AssignableStaffMembersPage> {\n  const { page, pageSize, activeOrgId, signal } = options\n  const params = new URLSearchParams()\n  params.set('page', String(page))\n  params.set('pageSize', String(pageSize))\n  // Only scope to the active organization when one is known. A null/missing\n  // orgId on the session resolves to `organizationId IS NULL` server-side,\n  // which returns only org-less users and drops all deal owners that belong\n  // to any organization.\n  if (activeOrgId) {\n    params.set('scopeToActiveOrganization', '1')\n  }\n  const normalizedQuery = query.trim()\n  if (normalizedQuery.length > 0) {\n    params.set('search', normalizedQuery)\n  }\n\n  let call: Awaited<ReturnType<typeof apiCall<AuthUsersListResponse>>> | null\n  try {\n    call = await apiCall<AuthUsersListResponse>(\n      `/api/auth/users?${params.toString()}`,\n      { headers: { 'x-om-forbidden-redirect': '0' }, signal },\n      { fallback: null },\n    )\n  } catch (err) {\n    // apiCall rethrows AbortError \u2014 preserve it so callers can distinguish\n    // cancellation from an empty roster.\n    if (err && typeof err === 'object' && (err as { name?: unknown }).name === 'AbortError') throw err\n    // HTTP 4xx from apiFetch (rare) degrades to an empty roster; network/5xx propagate.\n    if (isAuthUsersFallbackDegradableHttpError(err)) {\n      call = null\n    } else {\n      throw err\n    }\n  }\n\n  if (!call) {\n    return { items: [], servedCount: 0, total: 0, page, pageSize }\n  }\n  // 5xx: backend is down \u2014 propagate so operators get a signal rather than silent empty pickers.\n  if (!call.ok && call.status >= 500) {\n    throw Object.assign(new Error(`[internal] Auth users lookup failed (${call.status})`), { status: call.status })\n  }\n  // 401/403/404: permission not granted or endpoint gone \u2014 degrade to empty roster.\n  if (!call.ok) {\n    return { items: [], servedCount: 0, total: 0, page, pageSize }\n  }\n\n  const rawItems = Array.isArray(call.result?.items) ? (call.result.items as AuthUserListItem[]) : []\n  const items = mapAuthUsersToAssignable(rawItems)\n\n  return {\n    items,\n    servedCount: rawItems.length,\n    total:\n      typeof call.result?.total === 'number' && Number.isFinite(call.result.total)\n        ? call.result.total\n        : items.length,\n    // /api/auth/users does not return page/pageSize; fall back to the values passed in.\n    page,\n    pageSize,\n  }\n}\n\nexport async function fetchAssignableStaffMembersPage(\n  query: string,\n  options?: { page?: number; pageSize?: number; activeOrgId?: string | null; signal?: AbortSignal },\n): Promise<AssignableStaffMembersPage> {\n  const page = options?.page ?? 1\n  const pageSize = options?.pageSize ?? 24\n  const params = new URLSearchParams()\n  params.set('page', String(page))\n  params.set('pageSize', String(pageSize))\n  const normalizedQuery = query.trim()\n  if (normalizedQuery.length > 0) {\n    params.set('search', normalizedQuery)\n  }\n\n  let data: AssignableStaffResponse\n  try {\n    data = await readApiResultOrThrow<AssignableStaffResponse>(\n      `/api/staff/team-members/assignable?${params.toString()}`,\n      options?.signal ? { signal: options.signal } : undefined,\n    )\n  } catch (error) {\n    if (isAssignableEndpointMissing(error)) {\n      return fetchAssignableUsersFallback(query, {\n        page,\n        pageSize,\n        activeOrgId: options?.activeOrgId,\n        signal: options?.signal,\n      })\n    }\n    throw error\n  }\n\n  const rawItems = Array.isArray(data?.items) ? data.items : []\n  const items = mapStaffItems(rawItems)\n\n  return {\n    items,\n    servedCount: rawItems.length,\n    total:\n      typeof data?.total === 'number' && Number.isFinite(data.total)\n        ? data.total\n        : items.length,\n    page:\n      typeof data?.page === 'number' && Number.isFinite(data.page)\n        ? data.page\n        : page,\n    pageSize:\n      typeof data?.pageSize === 'number' && Number.isFinite(data.pageSize)\n        ? data.pageSize\n        : pageSize,\n  }\n}\n\nexport async function fetchAssignableStaffMembers(\n  query: string,\n  options?: { pageSize?: number; activeOrgId?: string | null; signal?: AbortSignal },\n): Promise<AssignableStaffMember[]> {\n  const result = await fetchAssignableStaffMembersPage(query, options)\n  return result.items\n}\n\nexport function mapAssignableStaffToFilterOptions(items: AssignableStaffMember[]): FilterOption[] {\n  return items.map((item) => ({\n    value: item.userId,\n    label: item.email && item.email !== item.displayName\n      ? `${item.displayName} (${item.email})`\n      : item.displayName,\n    tone: 'neutral',\n  }))\n}\n\nexport function ensureCurrentUserFilterOption(\n  options: FilterOption[],\n  currentUserId: string,\n  fallbackLabel: string,\n): FilterOption[] {\n  const trimmed = currentUserId.trim()\n  if (!trimmed || options.some((option) => option.value === trimmed)) return options\n  return [{ value: trimmed, label: fallbackLabel, tone: 'neutral' }, ...options]\n}\n"],
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+  "sourcesContent": ["import { apiCall, readApiResultOrThrow } from '@open-mercato/ui/backend/utils/apiCall'\nimport type { FilterOption } from '@open-mercato/shared/lib/query/advanced-filter'\n\nexport type AssignableStaffMember = {\n  /**\n   * Real team-member id when the staff module is present; `null` when resolved\n   * via the auth-users fallback (auth user ids are not staff ids \u2014 passing this\n   * value to a staff API would produce a wrong lookup).\n   */\n  teamMemberId: string | null\n  userId: string\n  displayName: string\n  email: string | null\n  teamName: string | null\n}\n\ntype AssignableStaffResponse = {\n  items?: Array<Record<string, unknown>>\n  total?: number\n  page?: number\n  pageSize?: number\n}\n\n/** Shape returned by GET /api/auth/users \u2014 distinct from AssignableStaffResponse. */\ntype AuthUsersListResponse = {\n  items?: AuthUserListItem[]\n  total?: number\n  /** /api/auth/users does not return page/pageSize; callers fall back to passed-in values. */\n  isSuperAdmin?: boolean\n}\n\ntype AuthUserListItem = {\n  id?: unknown\n  name?: unknown\n  email?: unknown\n}\n\nexport type AssignableStaffMembersPage = {\n  items: AssignableStaffMember[]\n  /**\n   * How many rows the server served for this page, before the dedupe below.\n   * \"Load more\" guards must measure this rather than `items.length`: a deduped\n   * length shorter than the served page reads as a short page and terminates\n   * the sequence early, stranding the rest of the roster.\n   */\n  servedCount: number\n  total: number\n  page: number\n  pageSize: number\n}\n\n// The assignable-staff roster is owned by the optional, ejectable `staff` module.\n// When that module is disabled, its `/api/staff/team-members/assignable` endpoint is\n// absent and the request resolves to 404. Customers UI (deals / people / companies\n// owner filters, role-assignment dialogs) is core and always enabled, so it must not\n// break in that case \u2014 fall back to tenant auth users, because `ownerUserId` is an\n// auth user id, not a staff team-member id (issue #6183). Treat other failures as\n// before: propagate them to the caller.\nfunction isAssignableEndpointMissing(error: unknown): boolean {\n  return (\n    typeof error === 'object' &&\n    error !== null &&\n    (error as { status?: unknown }).status === 404\n  )\n}\n\nfunction isAuthUsersFallbackDegradableHttpError(error: unknown): boolean {\n  const status = (error as { status?: unknown })?.status\n  return typeof status === 'number' && status >= 400 && status < 500\n}\n\nfunction mapStaffItems(rawItems: Array<Record<string, unknown>>): AssignableStaffMember[] {\n  const deduped = new Map<string, AssignableStaffMember>()\n\n  for (const item of rawItems) {\n    const userId =\n      typeof item?.userId === 'string'\n        ? item.userId\n        : typeof item?.user_id === 'string'\n          ? item.user_id\n          : null\n    if (!userId || deduped.has(userId)) continue\n\n    const user =\n      item?.user && typeof item.user === 'object'\n        ? (item.user as Record<string, unknown>)\n        : null\n    const team =\n      item?.team && typeof item.team === 'object'\n        ? (item.team as Record<string, unknown>)\n        : null\n\n    const displayName =\n      typeof item?.displayName === 'string' && item.displayName.trim().length > 0\n        ? item.displayName.trim()\n        : typeof item?.display_name === 'string' && item.display_name.trim().length > 0\n          ? item.display_name.trim()\n          : null\n    const email =\n      user && typeof user.email === 'string' && user.email.trim().length > 0\n        ? user.email.trim()\n        : typeof item?.email === 'string' && item.email.trim().length > 0\n          ? item.email.trim()\n          : null\n    const teamName =\n      typeof item?.teamName === 'string' && item.teamName.trim().length > 0\n        ? item.teamName.trim()\n        : typeof item?.team_name === 'string' && item.team_name.trim().length > 0\n          ? item.team_name.trim()\n          : team && typeof team.name === 'string' && team.name.trim().length > 0\n            ? team.name.trim()\n            : null\n    const teamMemberId =\n      typeof item?.teamMemberId === 'string'\n        ? item.teamMemberId\n        : typeof item?.team_member_id === 'string'\n          ? item.team_member_id\n          : typeof item?.id === 'string'\n            ? item.id\n            : userId\n\n    deduped.set(userId, {\n      teamMemberId,\n      userId,\n      displayName: displayName ?? email ?? userId,\n      email,\n      teamName,\n    })\n  }\n\n  return Array.from(deduped.values())\n}\n\nfunction mapAuthUsersToAssignable(rawItems: AuthUserListItem[]): AssignableStaffMember[] {\n  const deduped = new Map<string, AssignableStaffMember>()\n\n  for (const item of rawItems) {\n    if (!item || typeof item.id !== 'string' || !item.id.trim()) continue\n    const userId = item.id.trim()\n    if (deduped.has(userId)) continue\n\n    const name = typeof item.name === 'string' && item.name.trim().length > 0 ? item.name.trim() : null\n    const email = typeof item.email === 'string' && item.email.trim().length > 0 ? item.email.trim() : null\n    const displayName = name ?? email ?? userId\n\n    deduped.set(userId, {\n      // Auth user ids are not staff team-member ids. Callers must not pass this\n      // value to a staff API endpoint.\n      teamMemberId: null,\n      userId,\n      displayName,\n      email,\n      teamName: null,\n    })\n  }\n\n  return Array.from(deduped.values())\n}\n\n/**\n * When the optional `staff` module is absent, resolve assignable owners from\n * `GET /api/auth/users` so CRM apps without staff still show owner names and\n * pickers (ownerUserId is always an auth user id).\n *\n * A 401/403/404 from the fallback endpoint degrades to an empty roster.\n * A 5xx or network error propagates so the operator gets a signal.\n * An AbortError is always rethrown so callers can distinguish cancellation.\n */\nasync function fetchAssignableUsersFallback(\n  query: string,\n  options: { page: number; pageSize: number; activeOrgId?: string | null; signal?: AbortSignal },\n): Promise<AssignableStaffMembersPage> {\n  const { page, pageSize, activeOrgId, signal } = options\n  const params = new URLSearchParams()\n  params.set('page', String(page))\n  params.set('pageSize', String(pageSize))\n  // Only scope to the active organization when one is known. A null/missing\n  // orgId on the session resolves to `organizationId IS NULL` server-side,\n  // which returns only org-less users and drops all deal owners that belong\n  // to any organization.\n  if (activeOrgId) {\n    params.set('scopeToActiveOrganization', '1')\n  }\n  const normalizedQuery = query.trim()\n  if (normalizedQuery.length > 0) {\n    params.set('search', normalizedQuery)\n  }\n\n  let call: Awaited<ReturnType<typeof apiCall<AuthUsersListResponse>>> | null\n  try {\n    call = await apiCall<AuthUsersListResponse>(\n      `/api/auth/users?${params.toString()}`,\n      { headers: { 'x-om-forbidden-redirect': '0' }, signal },\n      { fallback: null },\n    )\n  } catch (err) {\n    // apiCall rethrows AbortError \u2014 preserve it so callers can distinguish\n    // cancellation from an empty roster.\n    if (err && typeof err === 'object' && (err as { name?: unknown }).name === 'AbortError') throw err\n    // HTTP 4xx from apiFetch (rare) degrades to an empty roster; network/5xx propagate.\n    if (isAuthUsersFallbackDegradableHttpError(err)) {\n      call = null\n    } else {\n      throw err\n    }\n  }\n\n  if (!call) {\n    return { items: [], servedCount: 0, total: 0, page, pageSize }\n  }\n  // 5xx: backend is down \u2014 propagate so operators get a signal rather than silent empty pickers.\n  if (!call.ok && call.status >= 500) {\n    throw Object.assign(new Error(`[internal] Auth users lookup failed (${call.status})`), { status: call.status })\n  }\n  // 401/403/404: permission not granted or endpoint gone \u2014 degrade to empty roster.\n  if (!call.ok) {\n    return { items: [], servedCount: 0, total: 0, page, pageSize }\n  }\n\n  const rawItems = Array.isArray(call.result?.items) ? (call.result.items as AuthUserListItem[]) : []\n  const items = mapAuthUsersToAssignable(rawItems)\n\n  return {\n    items,\n    servedCount: rawItems.length,\n    total:\n      typeof call.result?.total === 'number' && Number.isFinite(call.result.total)\n        ? call.result.total\n        : items.length,\n    // /api/auth/users does not return page/pageSize; fall back to the values passed in.\n    page,\n    pageSize,\n  }\n}\n\nexport async function fetchAssignableStaffMembersPage(\n  query: string,\n  options?: { page?: number; pageSize?: number; activeOrgId?: string | null; signal?: AbortSignal },\n): Promise<AssignableStaffMembersPage> {\n  const page = options?.page ?? 1\n  const pageSize = options?.pageSize ?? 24\n  const params = new URLSearchParams()\n  params.set('page', String(page))\n  params.set('pageSize', String(pageSize))\n  const normalizedQuery = query.trim()\n  if (normalizedQuery.length > 0) {\n    params.set('search', normalizedQuery)\n  }\n\n  let data: AssignableStaffResponse\n  try {\n    data = await readApiResultOrThrow<AssignableStaffResponse>(\n      `/api/staff/team-members/assignable?${params.toString()}`,\n      options?.signal ? { signal: options.signal } : undefined,\n    )\n  } catch (error) {\n    if (isAssignableEndpointMissing(error)) {\n      return fetchAssignableUsersFallback(query, {\n        page,\n        pageSize,\n        activeOrgId: options?.activeOrgId,\n        signal: options?.signal,\n      })\n    }\n    throw error\n  }\n\n  const rawItems = Array.isArray(data?.items) ? data.items : []\n  const items = mapStaffItems(rawItems)\n\n  return {\n    items,\n    servedCount: rawItems.length,\n    total:\n      typeof data?.total === 'number' && Number.isFinite(data.total)\n        ? data.total\n        : items.length,\n    page:\n      typeof data?.page === 'number' && Number.isFinite(data.page)\n        ? data.page\n        : page,\n    pageSize:\n      typeof data?.pageSize === 'number' && Number.isFinite(data.pageSize)\n        ? data.pageSize\n        : pageSize,\n  }\n}\n\nexport async function fetchAssignableStaffMembers(\n  query: string,\n  options?: { pageSize?: number; activeOrgId?: string | null; signal?: AbortSignal },\n): Promise<AssignableStaffMember[]> {\n  const result = await fetchAssignableStaffMembersPage(query, options)\n  return result.items\n}\n\n/** Resolve the signed-in user's label without depending on the optional staff module. */\nexport async function fetchCurrentUserName(\n  options?: { signal?: AbortSignal },\n): Promise<string | null> {\n  try {\n    const data = await readApiResultOrThrow<Record<string, unknown>>(\n      '/api/auth/profile',\n      options?.signal ? { signal: options.signal } : undefined,\n    )\n    const name = typeof data.name === 'string' ? data.name.trim() : ''\n    const email = typeof data.email === 'string' ? data.email.trim() : ''\n    return name || email || null\n  } catch {\n    return null\n  }\n}\n\nexport function mapAssignableStaffToFilterOptions(items: AssignableStaffMember[]): FilterOption[] {\n  return items.map((item) => ({\n    value: item.userId,\n    label: item.email && item.email !== item.displayName\n      ? `${item.displayName} (${item.email})`\n      : item.displayName,\n    tone: 'neutral',\n  }))\n}\n\nexport function ensureCurrentUserFilterOption(\n  options: FilterOption[],\n  currentUserId: string,\n  fallbackLabel: string,\n): FilterOption[] {\n  const trimmed = currentUserId.trim()\n  if (!trimmed || options.some((option) => option.value === trimmed)) return options\n  return [{ value: trimmed, label: fallbackLabel, tone: 'neutral' }, ...options]\n}\n"],
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 }

package/dist/modules/customers/lib/calendar/editorPayload.js

@@ -52,6 +52,12 @@ function priorityFromNumber(value) {
   if (value <= 66) return "medium";
   return "high";
 }
+const CUSTOMER_PARTICIPANT_STATUS = "customer";
+function resolveParticipantStatus(participant) {
+  if (participant.isCustomer) return CUSTOMER_PARTICIPANT_STATUS;
+  if (participant.status && participant.status !== CUSTOMER_PARTICIPANT_STATUS) return participant.status;
+  return "pending";
+}
 const RESOURCE_LINK_TYPE = "resource";
 function parseLinkedEntities(raw) {
   const resources = [];
@@ -181,7 +187,7 @@ function buildInteractionPayload(state, options) {
       userId: participant.userId,
       name: participant.name,
       email: participant.email,
-      status: participant.isCustomer ? "customer" : "pending"
+      status: resolveParticipantStatus(participant)
     })) : null
   };
   if (config.people === "assignee" && (options.staffEnabled ?? true)) {
@@ -239,18 +245,16 @@ function parseRepeatFromRule(rawRule, start) {
   };
 }
 function parseParticipants(item) {
-  const rawParticipants = Array.isArray(item.raw.participants) ? item.raw.participants : [];
-  const statusByUserId = /* @__PURE__ */ new Map();
-  for (const raw of rawParticipants) {
-    if (!raw.userId) continue;
-    statusByUserId.set(raw.userId, readUnknownString(raw.status));
-  }
-  return item.participants.map((participant) => ({
-    userId: participant.userId,
-    name: participant.name ?? participant.email ?? participant.userId ?? "",
-    email: participant.email,
-    isCustomer: participant.userId ? statusByUserId.get(participant.userId) === "customer" : false
-  }));
+  return item.participants.map((participant) => {
+    const status = readUnknownString(participant.status);
+    return {
+      userId: participant.userId,
+      name: participant.name ?? participant.email ?? participant.userId ?? "",
+      email: participant.email,
+      isCustomer: Boolean(participant.userId) && status === CUSTOMER_PARTICIPANT_STATUS,
+      ...status ? { status } : {}
+    };
+  });
 }
 function parseItemToFormState(item) {
   const kind = editorKindOfInteractionType(item.interactionType);