whale-code 6.5.4 → 6.5.6

package/dist/server/handlers/crm.js

@@ -1,823 +1,1114 @@
 import { sanitizeFilterValue } from "../lib/utils.js";
 import { handleEmail } from "./comms.js";
+
 /** Strip internal infrastructure fields that stores should never see */
 function stripInternal(row) {
-    if (!row)
-        return null;
-    const { platform_user_id, store_id, password_hash, ...clean } = row;
-    return clean;
+  if (!row) return null;
+  const {
+    platform_user_id,
+    store_id,
+    password_hash,
+    ...clean
+  } = row;
+  return clean;
 }
 function stripInternalArray(rows) {
-    return (rows || []).map(r => stripInternal(r));
+  return (rows || []).map(r => stripInternal(r));
 }
 export async function handleCustomers(sb, args, storeId) {
-    const sid = storeId;
-    switch (args.action) {
-        // ---- FIND: search customers via v_segment_customers view ----
-        case "find": {
-            const sortField = args.sort_by || "created_at";
-            const sortAsc = args.sort_order === "asc";
-            let q = sb.from("v_segment_customers")
-                .select("id, first_name, last_name, email, phone, loyalty_points, loyalty_tier, total_spent, total_orders, lifetime_value, is_active, rfm_segment, is_vip_customer, is_at_risk, is_churned, reorder_due, ai_churn_risk, days_since_last_order, engagement_score, age_bracket, created_at")
-                .eq("store_id", sid)
-                .order(sortField, { ascending: sortAsc });
-            if (args.limit)
-                q = q.limit(args.limit);
-            if (args.query) {
-                const raw = sanitizeFilterValue(String(args.query).trim());
-                const words = raw.split(/\s+/).filter(Boolean);
-                if (words.length > 1) {
-                    const clauses = words.map(w => { const sw = sanitizeFilterValue(w); return `first_name.ilike.%${sw}%,last_name.ilike.%${sw}%`; }).join(",");
-                    q = q.or(`${clauses},email.ilike.%${raw}%,phone.ilike.%${raw}%`);
-                }
-                else {
-                    const term = `%${raw}%`;
-                    q = q.or(`first_name.ilike.${term},last_name.ilike.${term},email.ilike.${term},phone.ilike.${term}`);
-                }
-            }
-            if (args.status === "active")
-                q = q.eq("is_active", true);
-            if (args.status === "inactive")
-                q = q.eq("is_active", false);
-            if (args.loyalty_tier)
-                q = q.eq("loyalty_tier", args.loyalty_tier);
-            if (args.rfm_segment)
-                q = q.eq("rfm_segment", args.rfm_segment);
-            if (args.is_vip !== undefined)
-                q = q.eq("is_vip_customer", args.is_vip);
-            if (args.is_at_risk !== undefined)
-                q = q.eq("is_at_risk", args.is_at_risk);
-            if (args.is_churned !== undefined)
-                q = q.eq("is_churned", args.is_churned);
-            if (args.reorder_due !== undefined)
-                q = q.eq("reorder_due", args.reorder_due);
-            if (args.age_bracket)
-                q = q.eq("age_bracket", args.age_bracket);
-            if (args.min_orders !== undefined)
-                q = q.gte("total_orders", args.min_orders);
-            if (args.max_orders !== undefined)
-                q = q.lte("total_orders", args.max_orders);
-            if (args.min_spent !== undefined)
-                q = q.gte("total_spent", args.min_spent);
-            if (args.max_spent !== undefined)
-                q = q.lte("total_spent", args.max_spent);
-            const { data, error } = await q;
-            return error ? { success: false, error: error.message } : { success: true, count: data?.length, data };
+  const sid = storeId;
+  switch (args.action) {
+    // ---- FIND: search customers via v_segment_customers view ----
+    case "find":
+      {
+        const sortField = args.sort_by || "created_at";
+        const sortAsc = args.sort_order === "asc";
+        let q = sb.from("v_segment_customers").select("id, first_name, last_name, email, phone, loyalty_points, loyalty_tier, total_spent, total_orders, lifetime_value, is_active, rfm_segment, is_vip_customer, is_at_risk, is_churned, reorder_due, ai_churn_risk, days_since_last_order, engagement_score, age_bracket, created_at").eq("store_id", sid).order(sortField, {
+          ascending: sortAsc
+        });
+        if (args.limit) q = q.limit(args.limit);
+        if (args.query) {
+          const raw = sanitizeFilterValue(String(args.query).trim());
+          const words = raw.split(/\s+/).filter(Boolean);
+          if (words.length > 1) {
+            const clauses = words.map(w => {
+              const sw = sanitizeFilterValue(w);
+              return `first_name.ilike.%${sw}%,last_name.ilike.%${sw}%`;
+            }).join(",");
+            q = q.or(`${clauses},email.ilike.%${raw}%,phone.ilike.%${raw}%`);
+          } else {
+            const term = `%${raw}%`;
+            q = q.or(`first_name.ilike.${term},last_name.ilike.${term},email.ilike.${term},phone.ilike.${term}`);
+          }
         }
-        // ---- GET: full 360° customer detail with orders, activity, notes, loyalty, segments ----
-        case "get": {
-            const custId = args.customer_id;
-            const { data: customer, error: custErr } = await sb.from("v_segment_customers")
-                .select("*").eq("id", custId).eq("store_id", sid).single();
-            if (custErr)
-                return { success: false, error: custErr.message };
-            const [{ data: orders }, { data: notes }, { data: activity }, { data: profile }, { data: loyaltyHistory }, { data: segmentRows }] = await Promise.all([
-                sb.from("orders")
-                    .select("id, order_number, status, total_amount, payment_status, fulfillment_status, created_at")
-                    .eq("customer_id", custId).eq("store_id", sid)
-                    .order("created_at", { ascending: false })
-                    .limit(args.orders_limit || 10),
-                sb.from("customer_notes")
-                    .select("id, note, created_by, created_at")
-                    .eq("customer_id", custId)
-                    .order("created_at", { ascending: false }).limit(10),
-                sb.from("customer_activity")
-                    .select("id, activity_type, description, created_at")
-                    .eq("customer_id", custId)
-                    .order("created_at", { ascending: false }).limit(10),
-                sb.from("store_customer_profiles")
-                    .select("*").eq("relationship_id", custId).maybeSingle(),
-                sb.from("loyalty_transactions")
-                    .select("id, points, transaction_type, reference_type, reference_id, description, balance_before, balance_after, expires_at, created_at")
-                    .eq("customer_id", custId)
-                    .order("created_at", { ascending: false }).limit(20),
-                sb.from("customer_segment_memberships")
-                    .select("added_at, segment:customer_segments(id, name, type)")
-                    .eq("customer_id", custId),
-            ]);
-            // Flatten profile fields into customer object (skip sensitive + computed-only fields)
-            const prof = profile;
-            const profileFields = {};
-            if (prof) {
-                const skip = new Set([
-                    "id", "relationship_id", "created_at", "updated_at",
-                    "password_hash", // never expose
-                    // These are recomputed by refresh_metrics — read from the view instead
-                    "total_spent", "total_orders", "lifetime_value", "average_order_value",
-                    "first_order_at", "last_order_at",
-                ]);
-                for (const [k, v] of Object.entries(prof)) {
-                    if (!skip.has(k))
-                        profileFields[k] = v ?? null;
-                }
-            }
-            // Flatten segment memberships
-            const segments = (segmentRows || []).map((r) => ({
-                segment_id: r.segment?.id, name: r.segment?.name, type: r.segment?.type, added_at: r.added_at,
-            }));
-            return { success: true, data: stripInternal({ ...customer, ...profileFields, orders, notes, activity, loyalty_history: loyaltyHistory || [], segments }) };
+        if (args.status === "active") q = q.eq("is_active", true);
+        if (args.status === "inactive") q = q.eq("is_active", false);
+        if (args.loyalty_tier) q = q.eq("loyalty_tier", args.loyalty_tier);
+        if (args.rfm_segment) q = q.eq("rfm_segment", args.rfm_segment);
+        if (args.is_vip !== undefined) q = q.eq("is_vip_customer", args.is_vip);
+        if (args.is_at_risk !== undefined) q = q.eq("is_at_risk", args.is_at_risk);
+        if (args.is_churned !== undefined) q = q.eq("is_churned", args.is_churned);
+        if (args.reorder_due !== undefined) q = q.eq("reorder_due", args.reorder_due);
+        if (args.age_bracket) q = q.eq("age_bracket", args.age_bracket);
+        if (args.min_orders !== undefined) q = q.gte("total_orders", args.min_orders);
+        if (args.max_orders !== undefined) q = q.lte("total_orders", args.max_orders);
+        if (args.min_spent !== undefined) q = q.gte("total_spent", args.min_spent);
+        if (args.max_spent !== undefined) q = q.lte("total_spent", args.max_spent);
+        const {
+          data,
+          error
+        } = await q;
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          count: data?.length,
+          data
+        };
+      }
+
+    // ---- GET: full 360° customer detail with orders, activity, notes, loyalty, segments ----
+    case "get":
+      {
+        const custId = args.customer_id;
+        const {
+          data: customer,
+          error: custErr
+        } = await sb.from("v_segment_customers").select("*").eq("id", custId).eq("store_id", sid).single();
+        if (custErr) return {
+          success: false,
+          error: custErr.message
+        };
+        const [{
+          data: orders
+        }, {
+          data: notes
+        }, {
+          data: activity
+        }, {
+          data: profile
+        }, {
+          data: loyaltyHistory
+        }, {
+          data: segmentRows
+        }] = await Promise.all([sb.from("orders").select("id, order_number, status, total_amount, payment_status, fulfillment_status, created_at").eq("customer_id", custId).eq("store_id", sid).order("created_at", {
+          ascending: false
+        }).limit(args.orders_limit || 10), sb.from("customer_notes").select("id, note, created_by, created_at").eq("customer_id", custId).order("created_at", {
+          ascending: false
+        }).limit(10), sb.from("customer_activity").select("id, activity_type, description, created_at").eq("customer_id", custId).order("created_at", {
+          ascending: false
+        }).limit(10), sb.from("store_customer_profiles").select("*").eq("relationship_id", custId).maybeSingle(), sb.from("loyalty_transactions").select("id, points, transaction_type, reference_type, reference_id, description, balance_before, balance_after, expires_at, created_at").eq("customer_id", custId).order("created_at", {
+          ascending: false
+        }).limit(20), sb.from("customer_segment_memberships").select("added_at, segment:customer_segments(id, name, type)").eq("customer_id", custId)]);
+
+        // Flatten profile fields into customer object (skip sensitive + computed-only fields)
+        const prof = profile;
+        const profileFields = {};
+        if (prof) {
+          const skip = new Set(["id", "relationship_id", "created_at", "updated_at", "password_hash",
+          // never expose
+          // These are recomputed by refresh_metrics — read from the view instead
+          "total_spent", "total_orders", "lifetime_value", "average_order_value", "first_order_at", "last_order_at"]);
+          for (const [k, v] of Object.entries(prof)) {
+            if (!skip.has(k)) profileFields[k] = v ?? null;
+          }
         }
-        // ---- CREATE: new customer (platform_user + relationship + profile) ----
-        // Matching priority: email → phone → drivers_license → name+DOB → create new
-        case "create": {
-            const email = args.email;
-            const phone = args.phone;
-            const firstName = args.first_name;
-            const lastName = args.last_name;
-            const dob = args.date_of_birth;
-            const dl = args.drivers_license_number;
-            if (!firstName && !lastName)
-                return { success: false, error: "first_name or last_name is required" };
-            // Multi-tier matching to find existing platform_user (mirrors POS verify flow)
-            let platformUserId = null;
-            let matchedVia = null;
-            // Tier 1: email
-            if (!platformUserId && email) {
-                const { data: existing } = await sb.from("platform_users")
-                    .select("id").eq("email", email).maybeSingle();
-                if (existing) {
-                    platformUserId = existing.id;
-                    matchedVia = "email";
-                }
-            }
-            // Tier 2: phone
-            if (!platformUserId && phone) {
-                const { data: existing } = await sb.from("platform_users")
-                    .select("id").eq("phone", phone).maybeSingle();
-                if (existing) {
-                    platformUserId = existing.id;
-                    matchedVia = "phone";
-                }
-            }
-            // Tier 3: drivers license (look up via store_customer_profiles → relationship → platform_user)
-            if (!platformUserId && dl) {
-                const { data: profMatch } = await sb.from("store_customer_profiles")
-                    .select("relationship_id, relationship:user_creation_relationships!relationship_id(user_id, store_id)")
-                    .eq("drivers_license_number", dl).limit(1).maybeSingle();
-                if (profMatch) {
-                    const rel = profMatch.relationship;
-                    if (rel?.user_id) {
-                        platformUserId = rel.user_id;
-                        matchedVia = "drivers_license";
-                    }
-                }
-            }
-            // Tier 4: exact name + date of birth (only when all 3 are provided)
-            if (!platformUserId && firstName && lastName && dob) {
-                const { data: nameMatch } = await sb.from("platform_users")
-                    .select("id").ilike("first_name", firstName).ilike("last_name", lastName)
-                    .eq("date_of_birth", dob).limit(1).maybeSingle();
-                if (nameMatch) {
-                    platformUserId = nameMatch.id;
-                    matchedVia = "name+dob";
-                }
-            }
-            // Create platform_user if no match found
-            const isNameOnly = !email && !phone;
-            if (!platformUserId) {
-                const puInsert = { first_name: firstName, last_name: lastName };
-                if (email)
-                    puInsert.email = email;
-                if (phone)
-                    puInsert.phone = phone;
-                if (dob)
-                    puInsert.date_of_birth = dob;
-                const { data: newPu, error: puErr } = await sb.from("platform_users")
-                    .insert(puInsert).select("id").single();
-                if (puErr)
-                    return { success: false, error: `Failed to create platform user: ${puErr.message}` };
-                platformUserId = newPu.id;
-            }
-            // Check if relationship already exists for this store
-            const { data: existingRel } = await sb.from("user_creation_relationships")
-                .select("id").eq("user_id", platformUserId).eq("store_id", sid).maybeSingle();
-            if (existingRel) {
-                const { data: existing } = await sb.from("v_store_customers")
-                    .select("*").eq("id", existingRel.id).single();
-                return { success: true, data: stripInternal(existing), note: `Customer already exists (matched via ${matchedVia || "existing record"})` };
-            }
-            // Create relationship
-            const { data: rel, error: relErr } = await sb.from("user_creation_relationships")
-                .insert({
-                user_id: platformUserId, creation_id: sid, creation_type: "store",
-                store_id: sid, role: "user", status: "active",
-                email_consent: args.email_consent ?? false,
-                sms_consent: args.sms_consent ?? false,
-            }).select("id").single();
-            if (relErr)
-                return { success: false, error: `Failed to create customer relationship: ${relErr.message}` };
-            // Create store profile
-            const profileInsert = { relationship_id: rel.id };
-            if (args.street_address)
-                profileInsert.street_address = args.street_address;
-            if (args.city)
-                profileInsert.city = args.city;
-            if (args.state)
-                profileInsert.state = args.state;
-            if (args.postal_code)
-                profileInsert.postal_code = args.postal_code;
-            if (dl)
-                profileInsert.drivers_license_number = dl;
-            if (args.medical_card_number)
-                profileInsert.medical_card_number = args.medical_card_number;
-            if (args.medical_card_expiry)
-                profileInsert.medical_card_expiry = args.medical_card_expiry;
-            if (args.gender)
-                profileInsert.gender = args.gender;
-            if (args.eye_color)
-                profileInsert.eye_color = args.eye_color;
-            if (args.hair_color)
-                profileInsert.hair_color = args.hair_color;
-            if (args.height_raw)
-                profileInsert.height_raw = args.height_raw;
-            if (args.weight)
-                profileInsert.weight = args.weight;
-            if (args.suffix)
-                profileInsert.suffix = args.suffix;
-            if (args.is_staff !== undefined)
-                profileInsert.is_staff = args.is_staff;
-            await sb.from("store_customer_profiles").insert(profileInsert);
-            const { data: created } = await sb.from("v_store_customers")
-                .select("*").eq("id", rel.id).single();
-            return {
-                success: true,
-                data: stripInternal(created),
-                ...(matchedVia ? { note: `Linked to existing customer record (matched via ${matchedVia})` } : {}),
-                ...(isNameOnly ? { warning: "Created with no email or phone — add contact info to prevent duplicates." } : {}),
-            };
+
+        // Flatten segment memberships
+        const segments = (segmentRows || []).map(r => ({
+          segment_id: r.segment?.id,
+          name: r.segment?.name,
+          type: r.segment?.type,
+          added_at: r.added_at
+        }));
+        return {
+          success: true,
+          data: stripInternal({
+            ...customer,
+            ...profileFields,
+            orders,
+            notes,
+            activity,
+            loyalty_history: loyaltyHistory || [],
+            segments
+          })
+        };
+      }
+
+    // ---- CREATE: new customer (platform_user + relationship + profile) ----
+    // Matching priority: email → phone → drivers_license → name+DOB → create new
+    case "create":
+      {
+        const email = args.email;
+        const phone = args.phone;
+        const firstName = args.first_name;
+        const lastName = args.last_name;
+        const dob = args.date_of_birth;
+        const dl = args.drivers_license_number;
+        if (!firstName && !lastName) return {
+          success: false,
+          error: "first_name or last_name is required"
+        };
+
+        // Multi-tier matching to find existing platform_user (mirrors POS verify flow)
+        let platformUserId = null;
+        let matchedVia = null;
+
+        // Tier 1: email
+        if (!platformUserId && email) {
+          const {
+            data: existing
+          } = await sb.from("platform_users").select("id").eq("email", email).maybeSingle();
+          if (existing) {
+            platformUserId = existing.id;
+            matchedVia = "email";
+          }
         }
-        // ---- UPDATE: modify any customer fields ----
-        case "update": {
-            const custId = args.customer_id;
-            const { data: rel, error: relErr } = await sb.from("user_creation_relationships")
-                .select("id, user_id").eq("id", custId).eq("store_id", sid).single();
-            if (relErr)
-                return { success: false, error: `Customer not found: ${relErr.message}` };
-            // Customer identity (name, email, phone, DOB)
-            const identityUpdates = {};
-            if (args.first_name !== undefined)
-                identityUpdates.first_name = args.first_name;
-            if (args.last_name !== undefined)
-                identityUpdates.last_name = args.last_name;
-            if (args.email !== undefined)
-                identityUpdates.email = args.email;
-            if (args.phone !== undefined)
-                identityUpdates.phone = args.phone;
-            if (args.date_of_birth !== undefined)
-                identityUpdates.date_of_birth = args.date_of_birth;
-            if (Object.keys(identityUpdates).length > 0) {
-                identityUpdates.updated_at = new Date().toISOString();
-                const { error: puErr } = await sb.from("platform_users")
-                    .update(identityUpdates).eq("id", rel.user_id);
-                if (puErr)
-                    return { success: false, error: `Failed to update customer: ${puErr.message}` };
-            }
-            // Consent & status
-            const relUpdates = {};
-            if (args.status !== undefined)
-                relUpdates.status = args.status;
-            if (args.email_consent !== undefined)
-                relUpdates.email_consent = args.email_consent;
-            if (args.sms_consent !== undefined)
-                relUpdates.sms_consent = args.sms_consent;
-            if (args.push_consent !== undefined)
-                relUpdates.push_consent = args.push_consent;
-            if (Object.keys(relUpdates).length > 0) {
-                relUpdates.updated_at = new Date().toISOString();
-                await sb.from("user_creation_relationships").update(relUpdates).eq("id", custId);
-            }
-            // Profile fields
-            const profUpdates = {};
-            if (args.loyalty_points !== undefined)
-                profUpdates.loyalty_points = args.loyalty_points;
-            if (args.loyalty_tier !== undefined)
-                profUpdates.loyalty_tier = args.loyalty_tier;
-            if (args.street_address !== undefined)
-                profUpdates.street_address = args.street_address;
-            if (args.city !== undefined)
-                profUpdates.city = args.city;
-            if (args.state !== undefined)
-                profUpdates.state = args.state;
-            if (args.postal_code !== undefined)
-                profUpdates.postal_code = args.postal_code;
-            if (args.billing_address !== undefined)
-                profUpdates.billing_address = args.billing_address;
-            if (args.shipping_addresses !== undefined)
-                profUpdates.shipping_addresses = args.shipping_addresses;
-            if (args.default_shipping_address_index !== undefined)
-                profUpdates.default_shipping_address_index = args.default_shipping_address_index;
-            if (args.drivers_license_number !== undefined)
-                profUpdates.drivers_license_number = args.drivers_license_number;
-            if (args.id_verified !== undefined) {
-                profUpdates.id_verified = args.id_verified;
-                if (args.id_verified === true)
-                    profUpdates.id_verified_at = new Date().toISOString();
-            }
-            if (args.license_expiration_date !== undefined)
-                profUpdates.license_expiration_date = args.license_expiration_date;
-            if (args.license_issue_date !== undefined)
-                profUpdates.license_issue_date = args.license_issue_date;
-            if (args.medical_card_number !== undefined)
-                profUpdates.medical_card_number = args.medical_card_number;
-            if (args.medical_card_expiry !== undefined)
-                profUpdates.medical_card_expiry = args.medical_card_expiry;
-            if (args.gender !== undefined)
-                profUpdates.gender = args.gender;
-            if (args.eye_color !== undefined)
-                profUpdates.eye_color = args.eye_color;
-            if (args.height_raw !== undefined)
-                profUpdates.height_raw = args.height_raw;
-            if (args.weight !== undefined)
-                profUpdates.weight = args.weight;
-            if (args.hair_color !== undefined)
-                profUpdates.hair_color = args.hair_color;
-            if (args.suffix !== undefined)
-                profUpdates.suffix = args.suffix;
-            if (args.is_staff !== undefined)
-                profUpdates.is_staff = args.is_staff;
-            if (args.has_wallet_pass !== undefined)
-                profUpdates.has_wallet_pass = args.has_wallet_pass;
-            if (args.is_wholesale_approved !== undefined)
-                profUpdates.is_wholesale_approved = args.is_wholesale_approved;
-            if (args.wholesale_tier !== undefined)
-                profUpdates.wholesale_tier = args.wholesale_tier;
-            if (args.wholesale_business_name !== undefined)
-                profUpdates.wholesale_business_name = args.wholesale_business_name;
-            if (args.wholesale_business_type !== undefined)
-                profUpdates.wholesale_business_type = args.wholesale_business_type;
-            if (args.wholesale_license_number !== undefined)
-                profUpdates.wholesale_license_number = args.wholesale_license_number;
-            if (args.wholesale_tax_id !== undefined)
-                profUpdates.wholesale_tax_id = args.wholesale_tax_id;
-            if (args.wholesale_discount_percent !== undefined)
-                profUpdates.wholesale_discount_percent = args.wholesale_discount_percent;
-            if (args.wholesale_payment_terms !== undefined)
-                profUpdates.wholesale_payment_terms = args.wholesale_payment_terms;
-            if (args.wholesale_credit_limit !== undefined)
-                profUpdates.wholesale_credit_limit = args.wholesale_credit_limit;
-            if (args.wholesale_resale_certificate !== undefined)
-                profUpdates.wholesale_resale_certificate = args.wholesale_resale_certificate;
-            if (args.wholesale_notes !== undefined)
-                profUpdates.wholesale_notes = args.wholesale_notes;
-            if (Object.keys(profUpdates).length > 0) {
-                profUpdates.updated_at = new Date().toISOString();
-                const { error: profErr } = await sb.from("store_customer_profiles")
-                    .update(profUpdates).eq("relationship_id", custId);
-                if (profErr)
-                    return { success: false, error: `Failed to update profile: ${profErr.message}` };
-            }
-            const { data: updated } = await sb.from("v_segment_customers")
-                .select("*").eq("id", custId).eq("store_id", sid).single();
-            return { success: true, data: stripInternal(updated) };
+        // Tier 2: phone
+        if (!platformUserId && phone) {
+          const {
+            data: existing
+          } = await sb.from("platform_users").select("id").eq("phone", phone).maybeSingle();
+          if (existing) {
+            platformUserId = existing.id;
+            matchedVia = "phone";
+          }
         }
-        // ---- FIND_DUPLICATES: identify potential duplicate customer accounts ----
-        case "find_duplicates": {
-            // Try RPC first (may not exist yet)
-            const { data: dupes, error: dupeErr } = await sb.rpc("find_duplicate_customers", { p_store_id: sid });
-            if (!dupeErr && dupes)
-                return { success: true, data: dupes };
-            // Fallback: manual duplicate detection by phone
-            const { data: byPhone, error: phErr } = await sb.from("v_store_customers")
-                .select("id, first_name, last_name, email, phone, total_spent, total_orders, created_at")
-                .eq("store_id", sid).not("phone", "is", null).order("phone");
-            if (phErr)
-                return { success: false, error: phErr.message };
-            const phoneMap = new Map();
-            for (const c of byPhone || []) {
-                if (!c.phone)
-                    continue;
-                const normalized = c.phone.replace(/\D/g, "").slice(-10);
-                if (!phoneMap.has(normalized))
-                    phoneMap.set(normalized, []);
-                phoneMap.get(normalized).push(c);
-            }
-            const phoneDupes = Array.from(phoneMap.entries())
-                .filter(([_, custs]) => custs.length > 1)
-                .map(([phone, custs]) => ({ phone, count: custs.length, customers: custs }));
-            // Also check by exact name match
-            const { data: byName } = await sb.from("v_store_customers")
-                .select("id, first_name, last_name, email, phone, total_spent, total_orders, created_at")
-                .eq("store_id", sid).order("last_name").order("first_name");
-            const nameMap = new Map();
-            for (const c of byName || []) {
-                const key = `${(c.first_name || "").toLowerCase().trim()} ${(c.last_name || "").toLowerCase().trim()}`;
-                if (!key.trim())
-                    continue;
-                if (!nameMap.has(key))
-                    nameMap.set(key, []);
-                nameMap.get(key).push(c);
-            }
-            const nameDupes = Array.from(nameMap.entries())
-                .filter(([_, custs]) => custs.length > 1)
-                .map(([name, custs]) => ({ name, count: custs.length, customers: custs }));
-            // Pre-format as markdown — formatter drops nested customer arrays
-            const totalPhoneDupes = phoneDupes.reduce((s, d) => s + d.count, 0);
-            const totalNameDupes = nameDupes.reduce((s, d) => s + d.count, 0);
-            const lines = [
-                `## Duplicate Customers`,
-                `**By Phone**: ${phoneDupes.length} groups (${totalPhoneDupes} customers) | **By Name**: ${nameDupes.length} groups (${totalNameDupes} customers)\n`,
-            ];
-            if (phoneDupes.length > 0) {
-                lines.push("### Phone Duplicates");
-                for (const group of phoneDupes.slice(0, 20)) {
-                    lines.push(`\n**Phone ${group.phone}** (${group.count} customers):`);
-                    lines.push("| Name | Email | Phone | Orders | Spent | Created |");
-                    lines.push("| --- | --- | --- | ---: | ---: | --- |");
-                    for (const c of group.customers) {
-                        lines.push(`| ${c.first_name || ""} ${c.last_name || ""} | ${c.email || "—"} | ${c.phone || "—"} | ${c.total_orders ?? 0} | $${c.total_spent ?? 0} | ${c.created_at?.slice(0, 10) || "—"} |`);
-                    }
-                }
-            }
-            if (nameDupes.length > 0) {
-                lines.push("\n### Name Duplicates");
-                for (const group of nameDupes.slice(0, 20)) {
-                    lines.push(`\n**"${group.name}"** (${group.count} customers):`);
-                    lines.push("| Name | Email | Phone | Orders | Spent | Created |");
-                    lines.push("| --- | --- | --- | ---: | ---: | --- |");
-                    for (const c of group.customers) {
-                        lines.push(`| ${c.first_name || ""} ${c.last_name || ""} | ${c.email || "—"} | ${c.phone || "—"} | ${c.total_orders ?? 0} | $${c.total_spent ?? 0} | ${c.created_at?.slice(0, 10) || "—"} |`);
-                    }
-                }
+        // Tier 3: drivers license (look up via store_customer_profiles → relationship → platform_user)
+        if (!platformUserId && dl) {
+          const {
+            data: profMatch
+          } = await sb.from("store_customer_profiles").select("relationship_id, relationship:user_creation_relationships!relationship_id(user_id, store_id)").eq("drivers_license_number", dl).limit(1).maybeSingle();
+          if (profMatch) {
+            const rel = profMatch.relationship;
+            if (rel?.user_id) {
+              platformUserId = rel.user_id;
+              matchedVia = "drivers_license";
             }
-            if (phoneDupes.length === 0 && nameDupes.length === 0) {
-                lines.push("\nNo duplicates found.");
-            }
-            return { success: true, data: lines.join("\n") };
+          }
         }
-        // ---- MERGE: merge two customer records into one ----
-        case "merge": {
-            const primaryId = args.primary_customer_id;
-            const secondaryId = args.secondary_customer_id;
-            if (!primaryId || !secondaryId)
-                return { success: false, error: "primary_customer_id and secondary_customer_id required" };
-            if (primaryId === secondaryId)
-                return { success: false, error: "Cannot merge a customer with itself" };
-            // Verify both exist and belong to this store
-            const { data: primary } = await sb.from("v_store_customers").select("*").eq("id", primaryId).eq("store_id", sid).single();
-            const { data: secondary } = await sb.from("v_store_customers").select("*").eq("id", secondaryId).eq("store_id", sid).single();
-            if (!primary)
-                return { success: false, error: `Primary customer ${primaryId} not found in this store` };
-            if (!secondary)
-                return { success: false, error: `Secondary customer ${secondaryId} not found in this store` };
-            // Reassign all child records from secondary to primary
-            // Tables with store_id column get scoped; tables without rely on customer ownership verification above
-            const storeScoped = ["orders"];
-            const customerOnly = ["customer_activity", "customer_notes", "customer_loyalty", "customer_sessions", "customer_segment_memberships"];
-            const reassignResults = {};
-            for (const table of storeScoped) {
-                const { error, count } = await sb.from(table)
-                    .update({ customer_id: primaryId }).eq("customer_id", secondaryId).eq("store_id", sid);
-                reassignResults[table] = error ? `error: ${error.message}` : `moved ${count ?? "?"} rows`;
-            }
-            for (const table of customerOnly) {
-                const { error, count } = await sb.from(table)
-                    .update({ customer_id: primaryId }).eq("customer_id", secondaryId);
-                reassignResults[table] = error ? `error: ${error.message}` : `moved ${count ?? "?"} rows`;
-            }
-            // Merge profile stats
-            const { data: primaryProf } = await sb.from("store_customer_profiles")
-                .select("*").eq("relationship_id", primaryId).maybeSingle();
-            const { data: secondaryProf } = await sb.from("store_customer_profiles")
-                .select("*").eq("relationship_id", secondaryId).maybeSingle();
-            if (primaryProf && secondaryProf) {
-                await sb.from("store_customer_profiles").update({
-                    total_spent: parseFloat(primaryProf.total_spent || 0) + parseFloat(secondaryProf.total_spent || 0),
-                    total_orders: (primaryProf.total_orders || 0) + (secondaryProf.total_orders || 0),
-                    loyalty_points: (primaryProf.loyalty_points || 0) + (secondaryProf.loyalty_points || 0),
-                    lifetime_points_earned: (primaryProf.lifetime_points_earned || 0) + (secondaryProf.lifetime_points_earned || 0),
-                    first_order_at: primaryProf.first_order_at && secondaryProf.first_order_at
-                        ? (primaryProf.first_order_at < secondaryProf.first_order_at ? primaryProf.first_order_at : secondaryProf.first_order_at)
-                        : primaryProf.first_order_at || secondaryProf.first_order_at,
-                    last_order_at: primaryProf.last_order_at && secondaryProf.last_order_at
-                        ? (primaryProf.last_order_at > secondaryProf.last_order_at ? primaryProf.last_order_at : secondaryProf.last_order_at)
-                        : primaryProf.last_order_at || secondaryProf.last_order_at,
-                    updated_at: new Date().toISOString(),
-                }).eq("relationship_id", primaryId);
-                await sb.from("store_customer_profiles").delete().eq("relationship_id", secondaryId);
-            }
-            // Mark secondary as merged
-            await sb.from("user_creation_relationships").update({
-                status: "merged",
-                relationship_data: { merged_into: primaryId, merged_at: new Date().toISOString() },
-                updated_at: new Date().toISOString(),
-            }).eq("id", secondaryId).eq("store_id", sid);
-            // Fill in missing identity fields from secondary
-            const { data: primaryRel } = await sb.from("user_creation_relationships").select("user_id").eq("id", primaryId).eq("store_id", sid).single();
-            const { data: secondaryRel } = await sb.from("user_creation_relationships").select("user_id").eq("id", secondaryId).eq("store_id", sid).single();
-            if (primaryRel && secondaryRel) {
-                const { data: pPu } = await sb.from("platform_users").select("*").eq("id", primaryRel.user_id).single();
-                const { data: sPu } = await sb.from("platform_users").select("*").eq("id", secondaryRel.user_id).single();
-                if (pPu && sPu) {
-                    const fills = {};
-                    if (!pPu.email && sPu.email && !sPu.email.startsWith("merged."))
-                        fills.email = sPu.email;
-                    if (!pPu.phone && sPu.phone && !sPu.phone.startsWith("merged_"))
-                        fills.phone = sPu.phone;
-                    if (!pPu.date_of_birth && sPu.date_of_birth)
-                        fills.date_of_birth = sPu.date_of_birth;
-                    if (Object.keys(fills).length > 0)
-                        await sb.from("platform_users").update(fills).eq("id", primaryRel.user_id);
-                    // Mark secondary identity as merged
-                    const marks = {};
-                    if (sPu.email && !sPu.email.startsWith("merged."))
-                        marks.email = `merged.${sPu.email}`;
-                    if (sPu.phone && !sPu.phone.startsWith("merged_"))
-                        marks.phone = `merged_${sPu.phone}`;
-                    if (Object.keys(marks).length > 0)
-                        await sb.from("platform_users").update(marks).eq("id", secondaryRel.user_id);
-                }
-            }
-            const { data: merged } = await sb.from("v_store_customers").select("*").eq("id", primaryId).single();
-            return { success: true, data: { merged_customer: stripInternal(merged), reassign_results: reassignResults } };
+        // Tier 4: exact name + date of birth (only when all 3 are provided)
+        if (!platformUserId && firstName && lastName && dob) {
+          const {
+            data: nameMatch
+          } = await sb.from("platform_users").select("id").ilike("first_name", firstName).ilike("last_name", lastName).eq("date_of_birth", dob).limit(1).maybeSingle();
+          if (nameMatch) {
+            platformUserId = nameMatch.id;
+            matchedVia = "name+dob";
+          }
         }
-        // ---- ADD_NOTE ----
-        case "add_note": {
-            // Verify customer belongs to this store before adding note
-            const { data: custCheck } = await sb.from("v_store_customers").select("id").eq("id", args.customer_id).eq("store_id", sid).single();
-            if (!custCheck)
-                return { success: false, error: "Customer not found in this store" };
-            const { data, error } = await sb.from("customer_notes")
-                .insert({ customer_id: args.customer_id, note: args.note, created_by: args.created_by || "agent" })
-                .select().single();
-            return error ? { success: false, error: error.message } : { success: true, data };
+
+        // Create platform_user if no match found
+        const isNameOnly = !email && !phone;
+        if (!platformUserId) {
+          const puInsert = {
+            first_name: firstName,
+            last_name: lastName
+          };
+          if (email) puInsert.email = email;
+          if (phone) puInsert.phone = phone;
+          if (dob) puInsert.date_of_birth = dob;
+          const {
+            data: newPu,
+            error: puErr
+          } = await sb.from("platform_users").insert(puInsert).select("id").single();
+          if (puErr) return {
+            success: false,
+            error: `Failed to create platform user: ${puErr.message}`
+          };
+          platformUserId = newPu.id;
         }
-        // ---- NOTES ----
-        case "notes": {
-            // Verify customer belongs to this store
-            const { data: custCheck } = await sb.from("v_store_customers").select("id").eq("id", args.customer_id).eq("store_id", sid).single();
-            if (!custCheck)
-                return { success: false, error: "Customer not found in this store" };
-            const { data, error } = await sb.from("customer_notes")
-                .select("id, note, created_by, created_at")
-                .eq("customer_id", args.customer_id)
-                .order("created_at", { ascending: false }).limit(args.limit || 25);
-            return error ? { success: false, error: error.message } : { success: true, data };
+
+        // Check if relationship already exists for this store
+        const {
+          data: existingRel
+        } = await sb.from("user_creation_relationships").select("id").eq("user_id", platformUserId).eq("store_id", sid).maybeSingle();
+        if (existingRel) {
+          const {
+            data: existing
+          } = await sb.from("v_store_customers").select("*").eq("id", existingRel.id).single();
+          return {
+            success: true,
+            data: stripInternal(existing),
+            note: `Customer already exists (matched via ${matchedVia || "existing record"})`
+          };
         }
-        // ---- ACTIVITY ----
-        case "activity": {
-            // Verify customer belongs to this store
-            const { data: custCheck } = await sb.from("v_store_customers").select("id").eq("id", args.customer_id).eq("store_id", sid).single();
-            if (!custCheck)
-                return { success: false, error: "Customer not found in this store" };
-            const { data, error } = await sb.from("customer_activity")
-                .select("id, activity_type, description, metadata, created_at")
-                .eq("customer_id", args.customer_id)
-                .order("created_at", { ascending: false }).limit(args.limit || 25);
-            return error ? { success: false, error: error.message } : { success: true, data };
+
+        // Create relationship
+        const {
+          data: rel,
+          error: relErr
+        } = await sb.from("user_creation_relationships").insert({
+          user_id: platformUserId,
+          creation_id: sid,
+          creation_type: "store",
+          store_id: sid,
+          role: "user",
+          status: "active",
+          email_consent: args.email_consent ?? false,
+          sms_consent: args.sms_consent ?? false
+        }).select("id").single();
+        if (relErr) return {
+          success: false,
+          error: `Failed to create customer relationship: ${relErr.message}`
+        };
+
+        // Create store profile
+        const profileInsert = {
+          relationship_id: rel.id
+        };
+        if (args.street_address) profileInsert.street_address = args.street_address;
+        if (args.city) profileInsert.city = args.city;
+        if (args.state) profileInsert.state = args.state;
+        if (args.postal_code) profileInsert.postal_code = args.postal_code;
+        if (dl) profileInsert.drivers_license_number = dl;
+        if (args.medical_card_number) profileInsert.medical_card_number = args.medical_card_number;
+        if (args.medical_card_expiry) profileInsert.medical_card_expiry = args.medical_card_expiry;
+        if (args.gender) profileInsert.gender = args.gender;
+        if (args.eye_color) profileInsert.eye_color = args.eye_color;
+        if (args.hair_color) profileInsert.hair_color = args.hair_color;
+        if (args.height_raw) profileInsert.height_raw = args.height_raw;
+        if (args.weight) profileInsert.weight = args.weight;
+        if (args.suffix) profileInsert.suffix = args.suffix;
+        if (args.is_staff !== undefined) profileInsert.is_staff = args.is_staff;
+        await sb.from("store_customer_profiles").insert(profileInsert);
+        const {
+          data: created
+        } = await sb.from("v_store_customers").select("*").eq("id", rel.id).single();
+        return {
+          success: true,
+          data: stripInternal(created),
+          ...(matchedVia ? {
+            note: `Linked to existing customer record (matched via ${matchedVia})`
+          } : {}),
+          ...(isNameOnly ? {
+            warning: "Created with no email or phone — add contact info to prevent duplicates."
+          } : {})
+        };
+      }
+
+    // ---- UPDATE: modify any customer fields ----
+    case "update":
+      {
+        const custId = args.customer_id;
+        const {
+          data: rel,
+          error: relErr
+        } = await sb.from("user_creation_relationships").select("id, user_id").eq("id", custId).eq("store_id", sid).single();
+        if (relErr) return {
+          success: false,
+          error: `Customer not found: ${relErr.message}`
+        };
+
+        // Customer identity (name, email, phone, DOB)
+        const identityUpdates = {};
+        if (args.first_name !== undefined) identityUpdates.first_name = args.first_name;
+        if (args.last_name !== undefined) identityUpdates.last_name = args.last_name;
+        if (args.email !== undefined) identityUpdates.email = args.email;
+        if (args.phone !== undefined) identityUpdates.phone = args.phone;
+        if (args.date_of_birth !== undefined) identityUpdates.date_of_birth = args.date_of_birth;
+        if (Object.keys(identityUpdates).length > 0) {
+          identityUpdates.updated_at = new Date().toISOString();
+          const {
+            error: puErr
+          } = await sb.from("platform_users").update(identityUpdates).eq("id", rel.user_id);
+          if (puErr) return {
+            success: false,
+            error: `Failed to update customer: ${puErr.message}`
+          };
         }
-        // ---- ORDERS: customer order history ----
-        case "orders": {
-            const { data, error } = await sb.from("orders")
-                .select("id, order_number, status, total_amount, subtotal, tax_amount, payment_status, fulfillment_status, payment_method, created_at")
-                .eq("customer_id", args.customer_id).eq("store_id", sid)
-                .order("created_at", { ascending: false }).limit(args.limit || 25);
-            return error ? { success: false, error: error.message } : { success: true, count: data?.length, data };
+
+        // Consent & status
+        const relUpdates = {};
+        if (args.status !== undefined) relUpdates.status = args.status;
+        if (args.email_consent !== undefined) relUpdates.email_consent = args.email_consent;
+        if (args.sms_consent !== undefined) relUpdates.sms_consent = args.sms_consent;
+        if (args.push_consent !== undefined) relUpdates.push_consent = args.push_consent;
+        if (Object.keys(relUpdates).length > 0) {
+          relUpdates.updated_at = new Date().toISOString();
+          await sb.from("user_creation_relationships").update(relUpdates).eq("id", custId);
         }
-        // ---- LINK_CHANNEL_IDENTITY: connect a sender_id on any channel to a customer ----
-        case "link_channel_identity": {
-            const { customer_id, channel_type, sender_id, sender_name } = args;
-            if (!customer_id || !channel_type || !sender_id) {
-                return { success: false, error: "customer_id, channel_type, and sender_id are required" };
-            }
-            // Verify customer belongs to this store
-            const { data: custCheck } = await sb.from("v_store_customers")
-                .select("id").eq("id", customer_id).eq("store_id", sid).single();
-            if (!custCheck)
-                return { success: false, error: "Customer not found in this store" };
-            const { error } = await sb.from("customer_channel_identities").upsert({
-                store_id: sid,
-                customer_id,
-                channel_type,
-                sender_id,
-                sender_name: sender_name || null,
-                verified: true,
-                last_seen_at: new Date().toISOString(),
-            }, { onConflict: "store_id,channel_type,sender_id" });
-            return error
-                ? { success: false, error: error.message }
-                : { success: true, linked: { customer_id, channel_type, sender_id } };
+
+        // Profile fields
+        const profUpdates = {};
+        if (args.loyalty_points !== undefined) profUpdates.loyalty_points = args.loyalty_points;
+        if (args.loyalty_tier !== undefined) profUpdates.loyalty_tier = args.loyalty_tier;
+        if (args.street_address !== undefined) profUpdates.street_address = args.street_address;
+        if (args.city !== undefined) profUpdates.city = args.city;
+        if (args.state !== undefined) profUpdates.state = args.state;
+        if (args.postal_code !== undefined) profUpdates.postal_code = args.postal_code;
+        if (args.billing_address !== undefined) profUpdates.billing_address = args.billing_address;
+        if (args.shipping_addresses !== undefined) profUpdates.shipping_addresses = args.shipping_addresses;
+        if (args.default_shipping_address_index !== undefined) profUpdates.default_shipping_address_index = args.default_shipping_address_index;
+        if (args.drivers_license_number !== undefined) profUpdates.drivers_license_number = args.drivers_license_number;
+        if (args.id_verified !== undefined) {
+          profUpdates.id_verified = args.id_verified;
+          if (args.id_verified === true) profUpdates.id_verified_at = new Date().toISOString();
+        }
+        if (args.license_expiration_date !== undefined) profUpdates.license_expiration_date = args.license_expiration_date;
+        if (args.license_issue_date !== undefined) profUpdates.license_issue_date = args.license_issue_date;
+        if (args.medical_card_number !== undefined) profUpdates.medical_card_number = args.medical_card_number;
+        if (args.medical_card_expiry !== undefined) profUpdates.medical_card_expiry = args.medical_card_expiry;
+        if (args.gender !== undefined) profUpdates.gender = args.gender;
+        if (args.eye_color !== undefined) profUpdates.eye_color = args.eye_color;
+        if (args.height_raw !== undefined) profUpdates.height_raw = args.height_raw;
+        if (args.weight !== undefined) profUpdates.weight = args.weight;
+        if (args.hair_color !== undefined) profUpdates.hair_color = args.hair_color;
+        if (args.suffix !== undefined) profUpdates.suffix = args.suffix;
+        if (args.is_staff !== undefined) profUpdates.is_staff = args.is_staff;
+        if (args.has_wallet_pass !== undefined) profUpdates.has_wallet_pass = args.has_wallet_pass;
+        if (args.is_wholesale_approved !== undefined) profUpdates.is_wholesale_approved = args.is_wholesale_approved;
+        if (args.wholesale_tier !== undefined) profUpdates.wholesale_tier = args.wholesale_tier;
+        if (args.wholesale_business_name !== undefined) profUpdates.wholesale_business_name = args.wholesale_business_name;
+        if (args.wholesale_business_type !== undefined) profUpdates.wholesale_business_type = args.wholesale_business_type;
+        if (args.wholesale_license_number !== undefined) profUpdates.wholesale_license_number = args.wholesale_license_number;
+        if (args.wholesale_tax_id !== undefined) profUpdates.wholesale_tax_id = args.wholesale_tax_id;
+        if (args.wholesale_discount_percent !== undefined) profUpdates.wholesale_discount_percent = args.wholesale_discount_percent;
+        if (args.wholesale_payment_terms !== undefined) profUpdates.wholesale_payment_terms = args.wholesale_payment_terms;
+        if (args.wholesale_credit_limit !== undefined) profUpdates.wholesale_credit_limit = args.wholesale_credit_limit;
+        if (args.wholesale_resale_certificate !== undefined) profUpdates.wholesale_resale_certificate = args.wholesale_resale_certificate;
+        if (args.wholesale_notes !== undefined) profUpdates.wholesale_notes = args.wholesale_notes;
+        if (Object.keys(profUpdates).length > 0) {
+          profUpdates.updated_at = new Date().toISOString();
+          const {
+            error: profErr
+          } = await sb.from("store_customer_profiles").update(profUpdates).eq("relationship_id", custId);
+          if (profErr) return {
+            success: false,
+            error: `Failed to update profile: ${profErr.message}`
+          };
+        }
+        const {
+          data: updated
+        } = await sb.from("v_segment_customers").select("*").eq("id", custId).eq("store_id", sid).single();
+        return {
+          success: true,
+          data: stripInternal(updated)
+        };
+      }
+
+    // ---- FIND_DUPLICATES: identify potential duplicate customer accounts ----
+    case "find_duplicates":
+      {
+        // Try RPC first (may not exist yet)
+        const {
+          data: dupes,
+          error: dupeErr
+        } = await sb.rpc("find_duplicate_customers", {
+          p_store_id: sid
+        });
+        if (!dupeErr && dupes) return {
+          success: true,
+          data: dupes
+        };
+
+        // Fallback: manual duplicate detection by phone
+        const {
+          data: byPhone,
+          error: phErr
+        } = await sb.from("v_store_customers").select("id, first_name, last_name, email, phone, total_spent, total_orders, created_at").eq("store_id", sid).not("phone", "is", null).order("phone");
+        if (phErr) return {
+          success: false,
+          error: phErr.message
+        };
+        const phoneMap = new Map();
+        for (const c of byPhone || []) {
+          if (!c.phone) continue;
+          const normalized = c.phone.replace(/\D/g, "").slice(-10);
+          if (!phoneMap.has(normalized)) phoneMap.set(normalized, []);
+          phoneMap.get(normalized).push(c);
         }
-        // ---- GET_CHANNEL_IDENTITIES: list all channel identities for a customer ----
-        case "get_channel_identities": {
-            const custId = args.customer_id;
-            if (!custId)
-                return { success: false, error: "customer_id is required" };
-            const { data, error } = await sb.from("customer_channel_identities")
-                .select("id, channel_type, sender_id, sender_name, verified, last_seen_at, created_at")
-                .eq("store_id", sid).eq("customer_id", custId)
-                .order("last_seen_at", { ascending: false });
-            return error ? { success: false, error: error.message } : { success: true, data };
+        const phoneDupes = Array.from(phoneMap.entries()).filter(([_, custs]) => custs.length > 1).map(([phone, custs]) => ({
+          phone,
+          count: custs.length,
+          customers: custs
+        }));
+
+        // Also check by exact name match
+        const {
+          data: byName
+        } = await sb.from("v_store_customers").select("id, first_name, last_name, email, phone, total_spent, total_orders, created_at").eq("store_id", sid).order("last_name").order("first_name");
+        const nameMap = new Map();
+        for (const c of byName || []) {
+          const key = `${(c.first_name || "").toLowerCase().trim()} ${(c.last_name || "").toLowerCase().trim()}`;
+          if (!key.trim()) continue;
+          if (!nameMap.has(key)) nameMap.set(key, []);
+          nameMap.get(key).push(c);
         }
-        // ---- INVITE: create auth account for customer and send branded invite email ----
-        case "invite": {
-            const custId = args.customer_id;
-            if (!custId)
-                return { success: false, error: "customer_id is required" };
-            // Verify customer belongs to this store
-            const { data: rel, error: relErr } = await sb.from("user_creation_relationships")
-                .select("id, user_id, store_id")
-                .eq("id", custId).eq("store_id", sid).single();
-            if (relErr || !rel)
-                return { success: false, error: "Customer not found for this store" };
-            // Get platform user + store name in parallel
-            const [{ data: pu }, { data: store }] = await Promise.all([
-                sb.from("platform_users").select("id, auth_id, email, first_name, last_name").eq("id", rel.user_id).single(),
-                sb.from("stores").select("store_name").eq("id", sid).single(),
-            ]);
-            if (!pu)
-                return { success: false, error: "Platform user not found" };
-            if (!pu.email)
-                return { success: false, error: "Customer has no email address — add one first" };
-            const storeName = store?.store_name || "our platform";
-            const customerName = [pu.first_name, pu.last_name].filter(Boolean).join(" ") || "there";
-            const portalUrl = args.portal_url || args.redirect_to || null;
-            // If already has an auth account, just resend the email with a new magic link
-            let authId = pu.auth_id;
-            if (!authId) {
-                // Create auth account silently (no Supabase built-in email)
-                const { data: newUser, error: createErr } = await sb.auth.admin.createUser({
-                    email: pu.email,
-                    email_confirm: true, // skip verification — store is vouching for this email
-                    user_metadata: {
-                        first_name: pu.first_name,
-                        last_name: pu.last_name,
-                        invited_by_store: sid,
-                    },
-                });
-                if (createErr)
-                    return { success: false, error: `Account creation failed: ${createErr.message}` };
-                authId = newUser.user.id;
-                // Link auth account to platform user
-                await sb.from("platform_users").update({ auth_id: authId }).eq("id", pu.id);
+        const nameDupes = Array.from(nameMap.entries()).filter(([_, custs]) => custs.length > 1).map(([name, custs]) => ({
+          name,
+          count: custs.length,
+          customers: custs
+        }));
+
+        // Pre-format as markdown — formatter drops nested customer arrays
+        const totalPhoneDupes = phoneDupes.reduce((s, d) => s + d.count, 0);
+        const totalNameDupes = nameDupes.reduce((s, d) => s + d.count, 0);
+        const lines = [`## Duplicate Customers`, `**By Phone**: ${phoneDupes.length} groups (${totalPhoneDupes} customers) | **By Name**: ${nameDupes.length} groups (${totalNameDupes} customers)\n`];
+        if (phoneDupes.length > 0) {
+          lines.push("### Phone Duplicates");
+          for (const group of phoneDupes.slice(0, 20)) {
+            lines.push(`\n**Phone ${group.phone}** (${group.count} customers):`);
+            lines.push("| Name | Email | Phone | Orders | Spent | Created |");
+            lines.push("| --- | --- | --- | ---: | ---: | --- |");
+            for (const c of group.customers) {
+              lines.push(`| ${c.first_name || ""} ${c.last_name || ""} | ${c.email || "—"} | ${c.phone || "—"} | ${c.total_orders ?? 0} | $${c.total_spent ?? 0} | ${c.created_at?.slice(0, 10) || "—"} |`);
             }
-            // Generate a magic link for the customer to set up / log in
-            const { data: linkData, error: linkErr } = await sb.auth.admin.generateLink({
-                type: "magiclink",
-                email: pu.email,
-                options: {
-                    ...(portalUrl ? { redirectTo: portalUrl } : {}),
-                },
-            });
-            if (linkErr)
-                return { success: false, error: `Link generation failed: ${linkErr.message}` };
-            const magicLink = linkData?.properties?.action_link || "";
-            // Send branded invite email through our email system
-            const emailResult = await handleEmail(sb, {
-                action: "send_template",
-                to: pu.email,
-                template: "customer-portal-invite",
-                template_data: {
-                    customer_name: customerName,
-                    store_name: storeName,
-                    magic_link: magicLink,
-                    portal_url: portalUrl || magicLink,
-                },
-            }, sid);
-            return {
-                success: true,
-                data: {
-                    email: pu.email,
-                    name: customerName,
-                    invited: true,
-                    email_sent: emailResult.success,
-                    ...(emailResult.success ? {} : { email_error: emailResult.error }),
-                },
-            };
+          }
         }
-        // ---- LOYALTY_HISTORY: transaction history for a customer ----
-        case "loyalty_history": {
-            const custId = args.customer_id;
-            if (!custId)
-                return { success: false, error: "customer_id is required" };
-            let q = sb.from("loyalty_transactions")
-                .select("id, points, transaction_type, reference_type, reference_id, description, balance_before, balance_after, expires_at, created_at")
-                .eq("customer_id", custId)
-                .order("created_at", { ascending: false });
-            if (args.transaction_type)
-                q = q.eq("transaction_type", args.transaction_type);
-            q = q.limit(args.limit || 50);
-            const { data, error } = await q;
-            return error ? { success: false, error: error.message } : { success: true, count: data?.length, data };
+        if (nameDupes.length > 0) {
+          lines.push("\n### Name Duplicates");
+          for (const group of nameDupes.slice(0, 20)) {
+            lines.push(`\n**"${group.name}"** (${group.count} customers):`);
+            lines.push("| Name | Email | Phone | Orders | Spent | Created |");
+            lines.push("| --- | --- | --- | ---: | ---: | --- |");
+            for (const c of group.customers) {
+              lines.push(`| ${c.first_name || ""} ${c.last_name || ""} | ${c.email || "—"} | ${c.phone || "—"} | ${c.total_orders ?? 0} | $${c.total_spent ?? 0} | ${c.created_at?.slice(0, 10) || "—"} |`);
+            }
+          }
         }
-        // ---- ADJUST_LOYALTY: award or deduct loyalty points via RPC ----
-        case "adjust_loyalty": {
-            const custId = args.customer_id;
-            const points = args.points;
-            const reason = args.reason;
-            if (!custId || points === undefined || !reason)
-                return { success: false, error: "customer_id, points, and reason are required" };
-            const { data, error } = await sb.rpc("adjust_customer_loyalty_points", {
-                p_customer_id: custId,
-                p_points_change: points,
-                p_reason: reason,
-            });
-            if (error)
-                return { success: false, error: error.message };
-            const { data: updated } = await sb.from("store_customer_profiles")
-                .select("loyalty_points, loyalty_tier, lifetime_points_earned")
-                .eq("relationship_id", custId).maybeSingle();
-            return { success: true, data: { rpc_result: data, ...updated } };
+        if (phoneDupes.length === 0 && nameDupes.length === 0) {
+          lines.push("\nNo duplicates found.");
         }
-        // ---- SEGMENTS: list all customer segments for the store ----
-        case "segments": {
-            let q = sb.from("customer_segments")
-                .select("id, name, ai_description, type, segment_rules, filter_criteria, customer_count, is_active, color, icon, targeting_tips, created_at")
-                .eq("store_id", sid)
-                .order("customer_count", { ascending: false });
-            if (args.limit)
-                q = q.limit(args.limit);
-            const { data, error } = await q;
-            return error ? { success: false, error: error.message } : { success: true, count: data?.length, data };
+        return {
+          success: true,
+          data: lines.join("\n")
+        };
+      }
+
+    // ---- MERGE: merge two customer records into one ----
+    case "merge":
+      {
+        const primaryId = args.primary_customer_id;
+        const secondaryId = args.secondary_customer_id;
+        if (!primaryId || !secondaryId) return {
+          success: false,
+          error: "primary_customer_id and secondary_customer_id required"
+        };
+        if (primaryId === secondaryId) return {
+          success: false,
+          error: "Cannot merge a customer with itself"
+        };
+
+        // Verify both exist and belong to this store
+        const {
+          data: primary
+        } = await sb.from("v_store_customers").select("*").eq("id", primaryId).eq("store_id", sid).single();
+        const {
+          data: secondary
+        } = await sb.from("v_store_customers").select("*").eq("id", secondaryId).eq("store_id", sid).single();
+        if (!primary) return {
+          success: false,
+          error: `Primary customer ${primaryId} not found in this store`
+        };
+        if (!secondary) return {
+          success: false,
+          error: `Secondary customer ${secondaryId} not found in this store`
+        };
+
+        // Reassign all child records from secondary to primary
+        // Tables with store_id column get scoped; tables without rely on customer ownership verification above
+        const storeScoped = ["orders"];
+        const customerOnly = ["customer_activity", "customer_notes", "customer_loyalty", "customer_sessions", "customer_segment_memberships"];
+        const reassignResults = {};
+        for (const table of storeScoped) {
+          const {
+            error,
+            count
+          } = await sb.from(table).update({
+            customer_id: primaryId
+          }).eq("customer_id", secondaryId).eq("store_id", sid);
+          reassignResults[table] = error ? `error: ${error.message}` : `moved ${count ?? "?"} rows`;
         }
-        // ---- SEGMENT_MEMBERS: list customers in a specific segment ----
-        case "segment_members": {
-            const segId = args.segment_id;
-            if (!segId)
-                return { success: false, error: "segment_id is required" };
-            const { data, error } = await sb.from("customer_segment_memberships")
-                .select("added_at, customer:v_segment_customers!customer_id(*)")
-                .eq("segment_id", segId)
-                .order("added_at", { ascending: false })
-                .limit(args.limit || 50);
-            if (error)
-                return { success: false, error: error.message };
-            const members = (data || []).map((r) => ({ added_at: r.added_at, ...r.customer }))
-                .filter((m) => m.store_id === sid);
-            return { success: true, count: members.length, data: stripInternalArray(members) };
+        for (const table of customerOnly) {
+          const {
+            error,
+            count
+          } = await sb.from(table).update({
+            customer_id: primaryId
+          }).eq("customer_id", secondaryId);
+          reassignResults[table] = error ? `error: ${error.message}` : `moved ${count ?? "?"} rows`;
         }
-        // ---- REFRESH_METRICS: recalculate all customer metrics for the store ----
-        case "refresh_metrics": {
-            const start = Date.now();
-            const { data, error } = await sb.rpc("refresh_customer_metrics", { p_store_id: sid });
-            const elapsed = Date.now() - start;
-            if (error)
-                return { success: false, error: error.message };
-            return { success: true, data: { result: data, elapsed_ms: elapsed, message: `Customer metrics refreshed in ${elapsed}ms` } };
+
+        // Merge profile stats
+        const {
+          data: primaryProf
+        } = await sb.from("store_customer_profiles").select("*").eq("relationship_id", primaryId).maybeSingle();
+        const {
+          data: secondaryProf
+        } = await sb.from("store_customer_profiles").select("*").eq("relationship_id", secondaryId).maybeSingle();
+        if (primaryProf && secondaryProf) {
+          await sb.from("store_customer_profiles").update({
+            total_spent: parseFloat(primaryProf.total_spent || 0) + parseFloat(secondaryProf.total_spent || 0),
+            total_orders: (primaryProf.total_orders || 0) + (secondaryProf.total_orders || 0),
+            loyalty_points: (primaryProf.loyalty_points || 0) + (secondaryProf.loyalty_points || 0),
+            lifetime_points_earned: (primaryProf.lifetime_points_earned || 0) + (secondaryProf.lifetime_points_earned || 0),
+            first_order_at: primaryProf.first_order_at && secondaryProf.first_order_at ? primaryProf.first_order_at < secondaryProf.first_order_at ? primaryProf.first_order_at : secondaryProf.first_order_at : primaryProf.first_order_at || secondaryProf.first_order_at,
+            last_order_at: primaryProf.last_order_at && secondaryProf.last_order_at ? primaryProf.last_order_at > secondaryProf.last_order_at ? primaryProf.last_order_at : secondaryProf.last_order_at : primaryProf.last_order_at || secondaryProf.last_order_at,
+            updated_at: new Date().toISOString()
+          }).eq("relationship_id", primaryId);
+          await sb.from("store_customer_profiles").delete().eq("relationship_id", secondaryId);
         }
-        default:
-            return { success: false, error: `Unknown customers action: ${args.action}. Valid: find, get, create, update, invite, find_duplicates, merge, add_note, notes, activity, orders, loyalty_history, adjust_loyalty, segments, segment_members, refresh_metrics, link_channel_identity, get_channel_identities` };
-    }
-}
-export async function handleOrders(sb, args, storeId) {
-    const sid = storeId;
-    switch (args.action) {
-        case "find": {
-            let q = sb.from("orders")
-                .select("id, order_number, status, total_amount, subtotal, tax_amount, created_at, customer_id, customer:v_store_customers!customer_id(id, first_name, last_name, email, phone)")
-                .eq("store_id", sid).order("created_at", { ascending: false });
-            if (args.limit)
-                q = q.limit(args.limit);
-            if (args.status)
-                q = q.eq("status", args.status);
-            if (args.customer_id)
-                q = q.eq("customer_id", args.customer_id);
-            if (args.order_number)
-                q = q.eq("order_number", args.order_number);
-            if (args.query) {
-                const sq = sanitizeFilterValue(String(args.query));
-                q = q.or(`order_number.ilike.%${sq}%`);
+
+        // Mark secondary as merged
+        await sb.from("user_creation_relationships").update({
+          status: "merged",
+          relationship_data: {
+            merged_into: primaryId,
+            merged_at: new Date().toISOString()
+          },
+          updated_at: new Date().toISOString()
+        }).eq("id", secondaryId).eq("store_id", sid);
+
+        // Fill in missing identity fields from secondary
+        const {
+          data: primaryRel
+        } = await sb.from("user_creation_relationships").select("user_id").eq("id", primaryId).eq("store_id", sid).single();
+        const {
+          data: secondaryRel
+        } = await sb.from("user_creation_relationships").select("user_id").eq("id", secondaryId).eq("store_id", sid).single();
+        if (primaryRel && secondaryRel) {
+          const {
+            data: pPu
+          } = await sb.from("platform_users").select("*").eq("id", primaryRel.user_id).single();
+          const {
+            data: sPu
+          } = await sb.from("platform_users").select("*").eq("id", secondaryRel.user_id).single();
+          if (pPu && sPu) {
+            const fills = {};
+            if (!pPu.email && sPu.email && !sPu.email.startsWith("merged.")) fills.email = sPu.email;
+            if (!pPu.phone && sPu.phone && !sPu.phone.startsWith("merged_")) fills.phone = sPu.phone;
+            if (!pPu.date_of_birth && sPu.date_of_birth) fills.date_of_birth = sPu.date_of_birth;
+            if (Object.keys(fills).length > 0) await sb.from("platform_users").update(fills).eq("id", primaryRel.user_id);
+            // Mark secondary identity as merged
+            const marks = {};
+            if (sPu.email && !sPu.email.startsWith("merged.")) marks.email = `merged.${sPu.email}`;
+            if (sPu.phone && !sPu.phone.startsWith("merged_")) marks.phone = `merged_${sPu.phone}`;
+            if (Object.keys(marks).length > 0) await sb.from("platform_users").update(marks).eq("id", secondaryRel.user_id);
+          }
+        }
+        const {
+          data: merged
+        } = await sb.from("v_store_customers").select("*").eq("id", primaryId).single();
+        return {
+          success: true,
+          data: {
+            merged_customer: stripInternal(merged),
+            reassign_results: reassignResults
+          }
+        };
+      }
+
+    // ---- ADD_NOTE ----
+    case "add_note":
+      {
+        // Verify customer belongs to this store before adding note
+        const {
+          data: custCheck
+        } = await sb.from("v_store_customers").select("id").eq("id", args.customer_id).eq("store_id", sid).single();
+        if (!custCheck) return {
+          success: false,
+          error: "Customer not found in this store"
+        };
+        const {
+          data,
+          error
+        } = await sb.from("customer_notes").insert({
+          customer_id: args.customer_id,
+          note: args.note,
+          created_by: args.created_by || "agent"
+        }).select().single();
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          data
+        };
+      }
+
+    // ---- NOTES ----
+    case "notes":
+      {
+        // Verify customer belongs to this store
+        const {
+          data: custCheck
+        } = await sb.from("v_store_customers").select("id").eq("id", args.customer_id).eq("store_id", sid).single();
+        if (!custCheck) return {
+          success: false,
+          error: "Customer not found in this store"
+        };
+        const {
+          data,
+          error
+        } = await sb.from("customer_notes").select("id, note, created_by, created_at").eq("customer_id", args.customer_id).order("created_at", {
+          ascending: false
+        }).limit(args.limit || 25);
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          data
+        };
+      }
+
+    // ---- ACTIVITY ----
+    case "activity":
+      {
+        // Verify customer belongs to this store
+        const {
+          data: custCheck
+        } = await sb.from("v_store_customers").select("id").eq("id", args.customer_id).eq("store_id", sid).single();
+        if (!custCheck) return {
+          success: false,
+          error: "Customer not found in this store"
+        };
+        const {
+          data,
+          error
+        } = await sb.from("customer_activity").select("id, activity_type, description, metadata, created_at").eq("customer_id", args.customer_id).order("created_at", {
+          ascending: false
+        }).limit(args.limit || 25);
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          data
+        };
+      }
+
+    // ---- ORDERS: customer order history ----
+    case "orders":
+      {
+        const {
+          data,
+          error
+        } = await sb.from("orders").select("id, order_number, status, total_amount, subtotal, tax_amount, payment_status, fulfillment_status, payment_method, created_at").eq("customer_id", args.customer_id).eq("store_id", sid).order("created_at", {
+          ascending: false
+        }).limit(args.limit || 25);
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          count: data?.length,
+          data
+        };
+      }
+
+    // ---- LINK_CHANNEL_IDENTITY: connect a sender_id on any channel to a customer ----
+    case "link_channel_identity":
+      {
+        const {
+          customer_id,
+          channel_type,
+          sender_id,
+          sender_name
+        } = args;
+        if (!customer_id || !channel_type || !sender_id) {
+          return {
+            success: false,
+            error: "customer_id, channel_type, and sender_id are required"
+          };
+        }
+        // Verify customer belongs to this store
+        const {
+          data: custCheck
+        } = await sb.from("v_store_customers").select("id").eq("id", customer_id).eq("store_id", sid).single();
+        if (!custCheck) return {
+          success: false,
+          error: "Customer not found in this store"
+        };
+        const {
+          error
+        } = await sb.from("customer_channel_identities").upsert({
+          store_id: sid,
+          customer_id,
+          channel_type,
+          sender_id,
+          sender_name: sender_name || null,
+          verified: true,
+          last_seen_at: new Date().toISOString()
+        }, {
+          onConflict: "store_id,channel_type,sender_id"
+        });
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          linked: {
+            customer_id,
+            channel_type,
+            sender_id
+          }
+        };
+      }
+
+    // ---- GET_CHANNEL_IDENTITIES: list all channel identities for a customer ----
+    case "get_channel_identities":
+      {
+        const custId = args.customer_id;
+        if (!custId) return {
+          success: false,
+          error: "customer_id is required"
+        };
+        const {
+          data,
+          error
+        } = await sb.from("customer_channel_identities").select("id, channel_type, sender_id, sender_name, verified, last_seen_at, created_at").eq("store_id", sid).eq("customer_id", custId).order("last_seen_at", {
+          ascending: false
+        });
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          data
+        };
+      }
+
+    // ---- INVITE: create auth account for customer and send branded invite email ----
+    case "invite":
+      {
+        const custId = args.customer_id;
+        if (!custId) return {
+          success: false,
+          error: "customer_id is required"
+        };
+
+        // Verify customer belongs to this store
+        const {
+          data: rel,
+          error: relErr
+        } = await sb.from("user_creation_relationships").select("id, user_id, store_id").eq("id", custId).eq("store_id", sid).single();
+        if (relErr || !rel) return {
+          success: false,
+          error: "Customer not found for this store"
+        };
+
+        // Get platform user + store name in parallel
+        const [{
+          data: pu
+        }, {
+          data: store
+        }] = await Promise.all([sb.from("platform_users").select("id, auth_id, email, first_name, last_name").eq("id", rel.user_id).single(), sb.from("stores").select("store_name").eq("id", sid).single()]);
+        if (!pu) return {
+          success: false,
+          error: "Platform user not found"
+        };
+        if (!pu.email) return {
+          success: false,
+          error: "Customer has no email address — add one first"
+        };
+        const storeName = store?.store_name || "our platform";
+        const customerName = [pu.first_name, pu.last_name].filter(Boolean).join(" ") || "there";
+        const portalUrl = args.portal_url || args.redirect_to || null;
+
+        // If already has an auth account, just resend the email with a new magic link
+        let authId = pu.auth_id;
+        if (!authId) {
+          // Create auth account silently (no Supabase built-in email)
+          const {
+            data: newUser,
+            error: createErr
+          } = await sb.auth.admin.createUser({
+            email: pu.email,
+            email_confirm: true,
+            // skip verification — store is vouching for this email
+            user_metadata: {
+              first_name: pu.first_name,
+              last_name: pu.last_name,
+              invited_by_store: sid
             }
-            const { data, error } = await q;
-            if (error)
-                return { success: false, error: error.message };
-            // Flatten customer join so name/email appear as table columns
-            const flattened = (data || []).map((row) => {
-                const { customer, ...rest } = row;
-                return {
-                    ...rest,
-                    customer_name: customer ? `${customer.first_name || ""} ${customer.last_name || ""}`.trim() : "—",
-                    customer_email: customer?.email || null,
-                };
-            });
-            return { success: true, count: flattened.length, data: flattened };
+          });
+          if (createErr) return {
+            success: false,
+            error: `Account creation failed: ${createErr.message}`
+          };
+          authId = newUser.user.id;
+
+          // Link auth account to platform user
+          await sb.from("platform_users").update({
+            auth_id: authId
+          }).eq("id", pu.id);
         }
-        case "get": {
-            const { data, error } = await sb.from("orders")
-                .select("*, customer:v_store_customers!customer_id(id, first_name, last_name, email, phone, loyalty_points, total_spent, total_orders), items:order_items(id, product_id, quantity, line_total, cost_per_unit, product_sku, product:products(id, name, sku))")
-                .eq("id", args.order_id).eq("store_id", sid).single();
-            if (error)
-                return { success: false, error: error.message };
-            // Flatten customer and item product joins for readable display
-            const order = data;
-            const { customer, items: rawItems, ...orderFields } = order;
-            const flatItems = (rawItems || []).map((item) => ({
-                id: item.id, product_id: item.product_id,
-                product_name: item.product?.name || "—", product_sku: item.product_sku || item.product?.sku || "—",
-                quantity: item.quantity, line_total: item.line_total, cost_per_unit: item.cost_per_unit,
-            }));
-            return {
-                success: true,
-                data: {
-                    ...orderFields,
-                    customer_name: customer ? `${customer.first_name || ""} ${customer.last_name || ""}`.trim() : "—",
-                    customer_email: customer?.email || null,
-                    customer_phone: customer?.phone || null,
-                    customer_id: customer?.id || orderFields.customer_id,
-                    items: flatItems,
-                }
-            };
+
+        // Generate a magic link for the customer to set up / log in
+        const {
+          data: linkData,
+          error: linkErr
+        } = await sb.auth.admin.generateLink({
+          type: "magiclink",
+          email: pu.email,
+          options: {
+            ...(portalUrl ? {
+              redirectTo: portalUrl
+            } : {})
+          }
+        });
+        if (linkErr) return {
+          success: false,
+          error: `Link generation failed: ${linkErr.message}`
+        };
+        const magicLink = linkData?.properties?.action_link || "";
+
+        // Send branded invite email through our email system
+        const emailResult = await handleEmail(sb, {
+          action: "send_template",
+          to: pu.email,
+          template: "customer-portal-invite",
+          template_data: {
+            customer_name: customerName,
+            store_name: storeName,
+            magic_link: magicLink,
+            portal_url: portalUrl || magicLink
+          }
+        }, sid);
+        return {
+          success: true,
+          data: {
+            email: pu.email,
+            name: customerName,
+            invited: true,
+            email_sent: emailResult.success,
+            ...(emailResult.success ? {} : {
+              email_error: emailResult.error
+            })
+          }
+        };
+      }
+
+    // ---- LOYALTY_HISTORY: transaction history for a customer ----
+    case "loyalty_history":
+      {
+        const custId = args.customer_id;
+        if (!custId) return {
+          success: false,
+          error: "customer_id is required"
+        };
+        let q = sb.from("loyalty_transactions").select("id, points, transaction_type, reference_type, reference_id, description, balance_before, balance_after, expires_at, created_at").eq("customer_id", custId).order("created_at", {
+          ascending: false
+        });
+        if (args.transaction_type) q = q.eq("transaction_type", args.transaction_type);
+        q = q.limit(args.limit || 50);
+        const {
+          data,
+          error
+        } = await q;
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          count: data?.length,
+          data
+        };
+      }
+
+    // ---- ADJUST_LOYALTY: award or deduct loyalty points via RPC ----
+    case "adjust_loyalty":
+      {
+        const custId = args.customer_id;
+        const points = args.points;
+        const reason = args.reason;
+        if (!custId || points === undefined || !reason) return {
+          success: false,
+          error: "customer_id, points, and reason are required"
+        };
+        const {
+          data,
+          error
+        } = await sb.rpc("adjust_customer_loyalty_points", {
+          p_customer_id: custId,
+          p_points_change: points,
+          p_reason: reason
+        });
+        if (error) return {
+          success: false,
+          error: error.message
+        };
+        const {
+          data: updated
+        } = await sb.from("store_customer_profiles").select("loyalty_points, loyalty_tier, lifetime_points_earned").eq("relationship_id", custId).maybeSingle();
+        return {
+          success: true,
+          data: {
+            rpc_result: data,
+            ...updated
+          }
+        };
+      }
+
+    // ---- SEGMENTS: list all customer segments for the store ----
+    case "segments":
+      {
+        let q = sb.from("customer_segments").select("id, name, ai_description, type, segment_rules, filter_criteria, customer_count, is_active, color, icon, targeting_tips, created_at").eq("store_id", sid).order("customer_count", {
+          ascending: false
+        });
+        if (args.limit) q = q.limit(args.limit);
+        const {
+          data,
+          error
+        } = await q;
+        return error ? {
+          success: false,
+          error: error.message
+        } : {
+          success: true,
+          count: data?.length,
+          data
+        };
+      }
+
+    // ---- SEGMENT_MEMBERS: list customers in a specific segment ----
+    case "segment_members":
+      {
+        const segId = args.segment_id;
+        if (!segId) return {
+          success: false,
+          error: "segment_id is required"
+        };
+        const {
+          data,
+          error
+        } = await sb.from("customer_segment_memberships").select("added_at, customer:v_segment_customers!customer_id(*)").eq("segment_id", segId).order("added_at", {
+          ascending: false
+        }).limit(args.limit || 50);
+        if (error) return {
+          success: false,
+          error: error.message
+        };
+        const members = (data || []).map(r => ({
+          added_at: r.added_at,
+          ...r.customer
+        })).filter(m => m.store_id === sid);
+        return {
+          success: true,
+          count: members.length,
+          data: stripInternalArray(members)
+        };
+      }
+
+    // ---- REFRESH_METRICS: recalculate all customer metrics for the store ----
+    case "refresh_metrics":
+      {
+        const start = Date.now();
+        const {
+          data,
+          error
+        } = await sb.rpc("refresh_customer_metrics", {
+          p_store_id: sid
+        });
+        const elapsed = Date.now() - start;
+        if (error) return {
+          success: false,
+          error: error.message
+        };
+        return {
+          success: true,
+          data: {
+            result: data,
+            elapsed_ms: elapsed,
+            message: `Customer metrics refreshed in ${elapsed}ms`
+          }
+        };
+      }
+    default:
+      return {
+        success: false,
+        error: `Unknown customers action: ${args.action}. Valid: find, get, create, update, invite, find_duplicates, merge, add_note, notes, activity, orders, loyalty_history, adjust_loyalty, segments, segment_members, refresh_metrics, link_channel_identity, get_channel_identities`
+      };
+  }
+}
+export async function handleOrders(sb, args, storeId) {
+  const sid = storeId;
+  switch (args.action) {
+    case "find":
+      {
+        let q = sb.from("orders").select("id, order_number, status, total_amount, subtotal, tax_amount, created_at, customer_id, customer:v_store_customers!customer_id(id, first_name, last_name, email, phone)").eq("store_id", sid).order("created_at", {
+          ascending: false
+        });
+        if (args.limit) q = q.limit(args.limit);
+        if (args.status) q = q.eq("status", args.status);
+        if (args.customer_id) q = q.eq("customer_id", args.customer_id);
+        if (args.order_number) q = q.eq("order_number", args.order_number);
+        if (args.query) {
+          const sq = sanitizeFilterValue(String(args.query));
+          q = q.or(`order_number.ilike.%${sq}%`);
         }
-        default:
-            return { success: false, error: `Unknown orders action: ${args.action}` };
-    }
+        const {
+          data,
+          error
+        } = await q;
+        if (error) return {
+          success: false,
+          error: error.message
+        };
+        // Flatten customer join so name/email appear as table columns
+        const flattened = (data || []).map(row => {
+          const {
+            customer,
+            ...rest
+          } = row;
+          return {
+            ...rest,
+            customer_name: customer ? `${customer.first_name || ""} ${customer.last_name || ""}`.trim() : "—",
+            customer_email: customer?.email || null
+          };
+        });
+        return {
+          success: true,
+          count: flattened.length,
+          data: flattened
+        };
+      }
+    case "get":
+      {
+        const {
+          data,
+          error
+        } = await sb.from("orders").select("*, customer:v_store_customers!customer_id(id, first_name, last_name, email, phone, loyalty_points, total_spent, total_orders), items:order_items(id, product_id, quantity, line_total, cost_per_unit, product_sku, product:products(id, name, sku))").eq("id", args.order_id).eq("store_id", sid).single();
+        if (error) return {
+          success: false,
+          error: error.message
+        };
+        // Flatten customer and item product joins for readable display
+        const order = data;
+        const {
+          customer,
+          items: rawItems,
+          ...orderFields
+        } = order;
+        const flatItems = (rawItems || []).map(item => ({
+          id: item.id,
+          product_id: item.product_id,
+          product_name: item.product?.name || "—",
+          product_sku: item.product_sku || item.product?.sku || "—",
+          quantity: item.quantity,
+          line_total: item.line_total,
+          cost_per_unit: item.cost_per_unit
+        }));
+        return {
+          success: true,
+          data: {
+            ...orderFields,
+            customer_name: customer ? `${customer.first_name || ""} ${customer.last_name || ""}`.trim() : "—",
+            customer_email: customer?.email || null,
+            customer_phone: customer?.phone || null,
+            customer_id: customer?.id || orderFields.customer_id,
+            items: flatItems
+          }
+        };
+      }
+    default:
+      return {
+        success: false,
+        error: `Unknown orders action: ${args.action}`
+      };
+  }
 }
+//# sourceMappingURL=crm.js.map