@memberjunction/metadata-sync 6.1.0-edge.5 → 6.1.0-edge.7

package/README.md

@@ -658,11 +658,23 @@ Reference fields from the root entity in nested structures:
 - `@root:CategoryID` -- Get the root's CategoryID
 - Useful for deeply nested relationships
 
+### @owner: References
+Reference fields synchronously in-memory from the owner record for children nested inside collections, embeds, or extensions:
+- `@owner:ShipToPersonID` -- Copies the owner's `ShipToPersonID` value into a nested child or subtype extension field without database queries.
+- Cannot be used at root level; valid only within child collections, embeds, or extensions where an enclosing owner entity exists.
+
 ### @env: References
 Support environment-specific values:
 - `@env:VARIABLE_NAME`
 - Useful for different environments (dev/staging/prod)
 
+### First-Class Composition Axes (`collections`, `embeds`, `extension`)
+MetadataSync natively supports three composition axes directly within `RecordData`, persisted in a single `Save()` call on the root entity graph:
+- **`collections`**: Declared `RelatedRecordCollection` sets (e.g. `Lines`, `AgendaItems`). Supports `upsert` mode (default: match by PK, leaves unmentioned items intact) and `authoritative` mode (configured in `.mj-sync.json`: computes deletion set, enforced with a 20% max implied delete safety rail unless `--allow-bulk-delete` is passed).
+- **`embeds`**: 1:1 peer record embeds keyed by foreign key field name (e.g. `ShipToAddressID`). Peer records are ensured and assigned before parent entity save.
+- **`extension`**: 1:1 IsA subtype extensions (e.g. `Event Order Lines` extending `Order Lines`). Leaf fields only (parent fields in leaf extensions are rejected during validation). Resolved automatically via prospective subtype resolution (`EnsureISAChild()`).
+
+
 ### Primary Key Handling
 The tool automatically detects primary key fields from entity metadata:
 - **Single primary keys**: Most common, stored as `{"ID": "value"}` or `{"CustomKeyName": "value"}`
@@ -989,6 +1001,24 @@ The inheritance works as follows:
 
 The `__mj_sync_notes` key uses a double underscore prefix (`__`) to clearly indicate it is system-managed. Do not manually edit this section -- it is regenerated on each push when `emitSyncNotes` is enabled.
 
+## Which entity class does a push use?
+
+`mj sync push` writes through `BaseEntity.Save()`, so an entity's custom validation, `Save()`
+override and lifecycle hooks run **only if the class that carries them is registered in the CLI
+process**. MJ core's server subclasses always are (the CLI imports the lite manifest). An Open App's
+classes, and a host's own generated entities, are loaded by the `mj` prerun hook through
+`@memberjunction/dynamic-packages` from `mj.config.cjs` (`dynamicPackages.server[]`,
+`codeGeneration.packages`) and from an `mj-app.json` beside the config — before the push opens the
+database provider.
+
+When no subclass is registered for an entity being pushed, the push **warns once per entity**
+("No entity subclass is registered for 'X' … records will be written with the generic BaseEntity")
+on both the directory-push path and the lookup auto-create path; the warning lands in the result
+envelope's `warnings` and never changes the exit code. `--no-app-packages` (or
+`MJ_DYNAMIC_PACKAGES=none`) skips the app packages deliberately — restoring a dump, bulk ingestion
+without side effects. Details and troubleshooting:
+[`guides/DYNAMIC_PACKAGE_LOADING_GUIDE.md`](../../guides/DYNAMIC_PACKAGE_LOADING_GUIDE.md).
+
 ## CLI Commands
 
 All MetadataSync functionality is accessed through the MemberJunction CLI (`mj`) under the `sync` namespace:
@@ -1331,10 +1361,17 @@ The pull command supports smart update capabilities with extensive configuration
     },
     "ignoreNullFields": false,
     "ignoreVirtualFields": false
+  },
+  "push": {
+    "skipGeoCoding": true
   }
 }
 ```
 
+`push.skipGeoCoding` maps to `EntitySaveOptions.SkipGeoCoding` for this entity only. Use it on display-only geo entities (People/Organizations whose coords are virtual `PrimaryAddressLatitude`). Do **not** use a global CLI `--skip-geocode` as the only control. Addresses with native lat/lng already set do not call the provider even without this flag.
+
+Parallel `--parallel-batch-size` defaults to **10**. Isolation is **per JSON-root graph**, not per flattened row: an Action and its nested Action Params share one `CreateIndependentInstance()` (shared pool, own transaction stack), the same pattern MJAPI uses per request. Durable AfterCreate actions without a queue submitter fire after that instance's transaction depth is 0 — they must not nest in the caller's `EntityTransactionScope`.
+
 ### Pull Configuration Options
 
 | Option | Type | Default | Description |
@@ -1504,10 +1541,18 @@ Records are automatically grouped into dependency levels:
 - **Level 1**: Records that depend only on Level 0 records
 - **Level 2**: Records that depend on Level 0 or Level 1 records
 
-Records within the same dependency level can be safely processed in parallel.
+Records are grouped into **JSON-root graphs** (an Action and its nested Action Params share one graph). Each graph gets one `CreateIndependentInstance()`. After each parallel batch the pool releases a graph when it will not appear at a later level, **or** when `TransactionDepth` is already 0 (`Save()` settled, so a fresh instance at the next level is safe). Graphs with leftover depth stay live until their last level. Peak live independent instances is therefore bounded by `--parallel-batch-size`, plus any still-open leftover-depth graphs — not "always equal to the file's root count", and not "always equal to the batch size" if leftover depth is holding graphs across levels.
+
+Every DB read and write for a graph — `GetEntityObject`, `Save`, `Load`, `RunView`, lookups, RecordGeoCode — must use that same provider. That is an **ORM** invariant (`BaseEntity.BindProvider`); mixing the host connection with a graph instance in one tree is a deadlock: the child FK waits on an uncommitted parent on another pooled connection. `BaseEntity.Save()` still opens and settles its own `EntityTransactionScope` per record; leftover depth (a subclass `BeginTransaction`, a nested entity action) is committed at drain on success and rolled back on failure. If the **first** `CreateIndependentInstance` in a file fails, **all** graphs in that file use the host (inside the push transaction). If it fails *after* independent instances already exist, the file is aborted — never a mix.
+
+The first thrown record error **fails the file** (fail-fast). A record that returns `status: 'error'` without throwing (e.g. missing primaryKey with `autoCreateMissingRecords=false`) also prevents that graph's leftover depth from being committed.
+
+**Sibling graphs** at the same dependency level run in parallel. The default `--parallel-batch-size` is **10**, not 1. Defaulting to 1 was a wrong workaround for mixed-provider hangs; pass `1` only when you want to serialize graphs for debugging. `--parallel-batch-size 1` does **not** mean one global provider — it only serializes graphs.
+
+Releasing settled graphs between levels bounds peak live instances at the batch size. The cost is more `CreateIndependentInstance` calls (one per graph per level when `Save()` settles, so L×N instead of N, each doing a `Config()` / metadata round trip). That is the chosen tradeoff for a CLI. If a large push is slow, this is the first place to look.
 
 ```bash
-# Default processing
+# Default processing (batch size 10, isolated providers)
 mj sync push
 
 # Process 20 records in parallel
@@ -1516,7 +1561,7 @@ mj sync push --parallel-batch-size=20
 # Maximum parallelism (50 records)
 mj sync push --parallel-batch-size=50
 
-# Conservative approach for debugging
+# Serialize graphs for debugging — not the default
 mj sync push --parallel-batch-size=1
 ```
 

package/dist/config.d.ts

@@ -224,6 +224,19 @@ export interface EntityConfig {
      * Examples: ["output", "examples", "temp"]
      */
     ignoreDirectories?: string[];
+    /**
+     * Declarative collection configuration for composition axes.
+     * Key is collection property name (e.g. "Lines", "Payments").
+     */
+    collections?: Record<string, {
+        /** Membership mode: 'upsert' (default) or 'authoritative' (opt-in) */
+        mode?: 'upsert' | 'authoritative';
+        /**
+         * Maximum percentage of loaded collection rows that can be implied-deleted
+         * under authoritative mode before push refuses (default: 20%).
+         */
+        maxImpliedDeletePercent?: number;
+    }>;
     /** Pull command specific configuration */
     pull?: {
         /** Glob pattern for finding existing files to update (defaults to filePattern) */
@@ -283,6 +296,25 @@ export interface EntityConfig {
         /** Whether to ignore virtual fields during pull (defaults to false) */
         ignoreVirtualFields?: boolean;
     };
+    /**
+     * Push-specific options for this entity directory. Applied only on `mj sync push`
+     * (not pull). Add new per-save / per-entity push knobs here rather than as global
+     * CLI flags so each entity can opt in independently.
+     */
+    push?: {
+        /**
+         * Maps to `EntitySaveOptions.SkipGeoCoding` so sample data with pre-filled
+         * lat/lng (or display-only geo entities) does not call the geocoding provider.
+         * Per-entity, not a global CLI kill switch.
+         */
+        skipGeoCoding?: boolean;
+        /**
+         * When false, skips creating or updating sync metadata blocks (`record.sync`)
+         * on records pushed from this directory. Used by decision metadata directories
+         * so decision files never carry sync blocks. Defaults to true.
+         */
+        writeSyncMetadata?: boolean;
+    };
     /**
      * Whether to emit __mj_sync_notes in record files during push operations.
      * When enabled, resolution information for @lookup and @parent references is written to files.

package/dist/config.d.ts.map

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package/dist/constants/metadata-keywords.d.ts

@@ -109,6 +109,17 @@ export declare const METADATA_KEYWORDS: {
      * "@template:templates/standard-ai-models.json"
      */
     readonly TEMPLATE: "@template:";
+    /**
+     * @owner: - References a field from the in-memory owner record
+     *
+     * In composition axes (collections, extensions), accesses a field value from the
+     * in-memory owner entity instance before save.
+     *
+     * @example
+     * "@owner:ShipToPersonID"
+     * "@owner:ID"
+     */
+    readonly OWNER: "@owner:";
     /**
      * @include or @include.* - Includes content from another file
      *
@@ -129,7 +140,7 @@ export type MetadataKeyword = typeof METADATA_KEYWORDS[keyof typeof METADATA_KEY
 /**
  * Type representing metadata keyword types (without the colon for keywords that have it).
  */
-export type MetadataKeywordType = 'file' | 'lookup' | 'parent' | 'root' | 'env' | 'url' | 'template' | 'include';
+export type MetadataKeywordType = 'file' | 'lookup' | 'parent' | 'root' | 'owner' | 'env' | 'url' | 'template' | 'include';
 /**
  * Array of all metadata keyword prefixes for iteration.
  * This array maintains the order of keywords for consistent processing.
@@ -226,7 +237,7 @@ export declare function extractKeywordValue(value: string): string | null;
  * These keywords cannot be used at the top level of metadata - they only work
  * in nested/related entities where a parent record exists.
  */
-export declare const CONTEXT_DEPENDENT_KEYWORDS: readonly ["@parent:", "@root:"];
+export declare const CONTEXT_DEPENDENT_KEYWORDS: readonly ["@parent:", "@root:", "@owner:"];
 /**
  * List of metadata keywords that reference external resources.
  * These keywords load content from files, URLs, or other external sources.

package/dist/constants/metadata-keywords.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"metadata-keywords.d.ts","sourceRoot":"","sources":["../../src/constants/metadata-keywords.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;;;;;;;;GAyBG;AAEH;;;GAGG;AACH,eAAO,MAAM,iBAAiB;IAC5B;;;;;;;;;;OAUG;;IAGH;;;;;;;;;;;OAWG;;IAGH;;;;;;;;;;OAUG;;IAGH;;;;;;;;;OASG;;IAGH;;;;;;;;;OASG;;IAGH;;;;;;;;;OASG;;IAGH;;;;;;;;OAQG;;IAGH;;;;;;;;;OASG;;IAGH;;;;;;;;;;OAUG;;CAEK,CAAC;AAEX;;GAEG;AACH,MAAM,MAAM,eAAe,GAAG,OAAO,iBAAiB,CAAC,MAAM,OAAO,iBAAiB,CAAC,CAAC;AAEvF;;GAEG;AACH,MAAM,MAAM,mBAAmB,GAAG,MAAM,GAAG,QAAQ,GAAG,QAAQ,GAAG,MAAM,GAAG,OAAO,GAAG,KAAK,GAAG,KAAK,GAAG,UAAU,GAAG,SAAS,CAAC;AAE3H;;;GAGG;AACH,eAAO,MAAM,yBAAyB,EAAE,aAAa,CAAC,MAAM,CAAoC,CAAC;AAEjG;;;;;;;;;;;;;;;;;GAiBG;AACH,wBAAgB,iBAAiB,CAAC,KAAK,EAAE,OAAO,GAAG,KAAK,IAAI,MAAM,CAMjE;AAED;;;;;;;;;;;;;;;;GAgBG;AACH,wBAAgB,sBAAsB,CAAC,KAAK,EAAE,MAAM,GAAG,mBAAmB,GAAG,IAAI,CAoBhF;AAED;;;;;;;;;;;;;;;GAeG;AACH,wBAAgB,kBAAkB,CAAC,KAAK,EAAE,OAAO,GAAG,KAAK,IAAI,MAAM,CAElE;AAED;;;;;;;;;;;;;;GAcG;AACH,wBAAgB,oBAAoB,CAAC,KAAK,EAAE,OAAO,GAAG,OAAO,CAI5D;AAED;;;;;;;;;;;;;;GAcG;AACH,wBAAgB,mBAAmB,CAAC,KAAK,EAAE,MAAM,GAAG,MAAM,GAAG,IAAI,CA6BhE;AAED;;;;GAIG;AACH,eAAO,MAAM,0BAA0B,4CAI7B,CAAC;AAEX;;;GAGG;AACH,eAAO,MAAM,2BAA2B,4CAI9B,CAAC;AAEX;;GAEG;AACH,eAAO,MAAM,eAAe,uBAElB,CAAC;AAEX;;GAEG;AACH,eAAO,MAAM,gBAAgB,oBAEnB,CAAC;AAEX;;;;;;;;;;GAUG;AACH,wBAAgB,yBAAyB,CAAC,OAAO,EAAE,MAAM,GAAG,OAAO,CAElE;AAED;;;;;;;;;;GAUG;AACH,wBAAgB,0BAA0B,CAAC,OAAO,EAAE,MAAM,GAAG,OAAO,CAEnE;AAED;;;;;;;;;;;;;;GAcG;AACH,wBAAgB,sBAAsB,CAAC,IAAI,EAAE,mBAAmB,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM,CAavF"}

package/dist/constants/metadata-keywords.js

@@ -109,6 +109,17 @@ export const METADATA_KEYWORDS = {
      * "@template:templates/standard-ai-models.json"
      */
     TEMPLATE: '@template:',
+    /**
+     * @owner: - References a field from the in-memory owner record
+     *
+     * In composition axes (collections, extensions), accesses a field value from the
+     * in-memory owner entity instance before save.
+     *
+     * @example
+     * "@owner:ShipToPersonID"
+     * "@owner:ID"
+     */
+    OWNER: '@owner:',
     /**
      * @include or @include.* - Includes content from another file
      *
@@ -274,6 +285,7 @@ export function extractKeywordValue(value) {
 export const CONTEXT_DEPENDENT_KEYWORDS = [
     METADATA_KEYWORDS.PARENT,
     METADATA_KEYWORDS.ROOT,
+    METADATA_KEYWORDS.OWNER,
 ];
 /**
  * List of metadata keywords that reference external resources.

package/dist/constants/metadata-keywords.js.map

@@ -1 +1 @@
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package/dist/index.d.ts

@@ -16,6 +16,8 @@ export type { IncludeDirective } from './lib/json-preprocessor.js';
 export { SyncStateManager } from './lib/sync-state-manager.js';
 export type { SyncState } from './lib/sync-state-manager.js';
 export { parseMetadataReference } from './lib/reference-parser.js';
+export { resolveCollectionRelationship } from './lib/collection-resolver.js';
+export type { ResolvedCollectionInfo } from './lib/collection-resolver.js';
 export { RecordDependencyAnalyzer } from './lib/record-dependency-analyzer.js';
 export type { FlattenedRecord, ReverseDependency, DependencyAnalysisResult } from './lib/record-dependency-analyzer.js';
 export { EntityForeignKeyHelper } from './lib/entity-foreign-key-helper.js';

package/dist/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AACA,OAAO,8DAA8D,CAAC;AAGtE,OAAO,EAAE,iBAAiB,EAAE,MAAM,2BAA2B,CAAC;AAC9D,OAAO,EAAE,UAAU,EAAE,qBAAqB,EAAE,MAAM,mBAAmB,CAAC;AACtE,OAAO,EAAE,kBAAkB,EAAE,MAAM,4BAA4B,CAAC;AAChE,YAAY,EAAE,UAAU,EAAE,YAAY,EAAE,MAAM,mBAAmB,CAAC;AAClE,OAAO,EAAE,iBAAiB,EAAE,MAAM,2BAA2B,CAAC;AAC9D,YAAY,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAClE,OAAO,EAAE,aAAa,EAAE,aAAa,EAAE,MAAM,sBAAsB,CAAC;AACpE,OAAO,EAAE,aAAa,EAAE,eAAe,EAAE,MAAM,yBAAyB,CAAC;AACzE,OAAO,EAAE,SAAS,EAAE,MAAM,kBAAkB,CAAC;AAC7C,OAAO,EAAE,kBAAkB,EAAE,MAAM,2BAA2B,CAAC;AAC/D,OAAO,EAAE,eAAe,EAAE,MAAM,yBAAyB,CAAC;AAC1D,OAAO,EAAE,cAAc,EAAE,MAAM,wBAAwB,CAAC;AACxD,OAAO,EAAE,gBAAgB,EAAE,MAAM,yBAAyB,CAAC;AAC3D,YAAY,EAAE,gBAAgB,EAAE,MAAM,yBAAyB,CAAC;AAChE,OAAO,EAAE,gBAAgB,EAAE,MAAM,0BAA0B,CAAC;AAC5D,YAAY,EAAE,SAAS,EAAE,MAAM,0BAA0B,CAAC;AAC1D,OAAO,EAAE,sBAAsB,EAAE,MAAM,wBAAwB,CAAC;AAChE,OAAO,EAAE,6BAA6B,EAAE,MAAM,2BAA2B,CAAC;AAC1E,YAAY,EAAE,sBAAsB,EAAE,MAAM,2BAA2B,CAAC;AAGxE,OAAO,EAAE,wBAAwB,EAAE,MAAM,kCAAkC,CAAC;AAC5E,YAAY,EAAE,eAAe,EAAE,iBAAiB,EAAE,wBAAwB,EAAE,MAAM,kCAAkC,CAAC;AACrH,OAAO,EAAE,sBAAsB,EAAE,MAAM,iCAAiC,CAAC;AACzE,YAAY,EAAE,aAAa,EAAE,MAAM,iCAAiC,CAAC;AACrE,OAAO,EAAE,wBAAwB,EAAE,MAAM,kCAAkC,CAAC;AAC5E,YAAY,EAAE,iBAAiB,EAAE,MAAM,kCAAkC,CAAC;AAC1E,OAAO,EAAE,eAAe,EAAE,MAAM,wBAAwB,CAAC;AACzD,YAAY,EAAE,aAAa,EAAE,MAAM,wBAAwB,CAAC;AAC5D,OAAO,EAAE,uBAAuB,EAAE,MAAM,iCAAiC,CAAC;AAG1E,OAAO,EAAE,WAAW,EAAE,MAAM,wBAAwB,CAAC;AACrD,YAAY,EAAE,WAAW,EAAE,aAAa,EAAE,MAAM,wBAAwB,CAAC;AAEzE,OAAO,EAAE,WAAW,EAAE,MAAM,wBAAwB,CAAC;AACrD,YAAY,EAAE,WAAW,EAAE,aAAa,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AAErF,OAAO,EAAE,WAAW,EAAE,MAAM,wBAAwB,CAAC;AACrD,YAAY,EAAE,WAAW,EAAE,aAAa,EAAE,UAAU,EAAE,MAAM,wBAAwB,CAAC;AAErF,OAAO,EAAE,aAAa,EAAE,MAAM,0BAA0B,CAAC;AACzD,YAAY,EAAE,aAAa,EAAE,eAAe,EAAE,YAAY,EAAE,MAAM,0BAA0B,CAAC;AAE7F,OAAO,EAAE,gBAAgB,EAAE,MAAM,6BAA6B,CAAC;AAC/D,YAAY,EAAE,gBAAgB,EAAE,kBAAkB,EAAE,eAAe,EAAE,MAAM,6BAA6B,CAAC;AAEzG,OAAO,EAAE,YAAY,EAAE,MAAM,yBAAyB,CAAC;AACvD,YAAY,EAAE,YAAY,EAAE,cAAc,EAAE,WAAW,EAAE,MAAM,yBAAyB,CAAC;AAEzF,OAAO,EAAE,iBAAiB,EAAE,MAAM,8BAA8B,CAAC;AACjE,OAAO,EAAE,iBAAiB,EAAE,MAAM,8BAA8B,CAAC;AAGjE,OAAO,EACL,YAAY,EACZ,cAAc,EACd,gBAAgB,EAChB,gBAAgB,EAChB,KAAK,YAAY,EACjB,KAAK,YAAY,EACjB,KAAK,mBAAmB,EACzB,MAAM,UAAU,CAAC;AAGlB,OAAO,EACL,kBAAkB,EAClB,eAAe,EACf,aAAa,EACb,qBAAqB,EACrB,eAAe,EAChB,MAAM,sBAAsB,CAAC;AAG9B,YAAY,EACV,gBAAgB,EAChB,eAAe,EACf,iBAAiB,EACjB,gBAAgB,EAChB,oBAAoB,EACpB,iBAAiB,EACjB,aAAa,EACb,eAAe,EAChB,MAAM,oBAAoB,CAAC"}

package/dist/index.js

@@ -14,6 +14,7 @@ export { FileWriteBatch } from './lib/file-write-batch.js';
 export { JsonPreprocessor } from './lib/json-preprocessor.js';
 export { SyncStateManager } from './lib/sync-state-manager.js';
 export { parseMetadataReference } from './lib/reference-parser.js';
+export { resolveCollectionRelationship } from './lib/collection-resolver.js';
 // Deletion audit exports
 export { RecordDependencyAnalyzer } from './lib/record-dependency-analyzer.js';
 export { EntityForeignKeyHelper } from './lib/entity-foreign-key-helper.js';

package/dist/index.js.map

@@ -1 +1 @@
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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,2FAA2F;AAC3F,OAAO,8DAA8D,CAAC;AAEtE,uBAAuB;AACvB,OAAO,EAAE,iBAAiB,EAAE,MAAM,2BAA2B,CAAC;AAC9D,OAAO,EAAE,UAAU,EAAE,qBAAqB,EAAE,MAAM,mBAAmB,CAAC;AACtE,OAAO,EAAE,kBAAkB,EAAE,MAAM,4BAA4B,CAAC;AAEhE,OAAO,EAAE,iBAAiB,EAAE,MAAM,2BAA2B,CAAC;AAE9D,OAAO,EAAE,aAAa,EAAE,aAAa,EAAE,MAAM,sBAAsB,CAAC;AACpE,OAAO,EAAE,aAAa,EAAE,eAAe,EAAE,MAAM,yBAAyB,CAAC;AACzE,OAAO,EAAE,SAAS,EAAE,MAAM,kBAAkB,CAAC;AAC7C,OAAO,EAAE,kBAAkB,EAAE,MAAM,2BAA2B,CAAC;AAC/D,OAAO,EAAE,eAAe,EAAE,MAAM,yBAAyB,CAAC;AAC1D,OAAO,EAAE,cAAc,EAAE,MAAM,wBAAwB,CAAC;AACxD,OAAO,EAAE,gBAAgB,EAAE,MAAM,yBAAyB,CAAC;AAE3D,OAAO,EAAE,gBAAgB,EAAE,MAAM,0BAA0B,CAAC;AAE5D,OAAO,EAAE,sBAAsB,EAAE,MAAM,wBAAwB,CAAC;AAChE,OAAO,EAAE,6BAA6B,EAAE,MAAM,2BAA2B,CAAC;AAG1E,yBAAyB;AACzB,OAAO,EAAE,wBAAwB,EAAE,MAAM,kCAAkC,CAAC;AAE5E,OAAO,EAAE,sBAAsB,EAAE,MAAM,iCAAiC,CAAC;AAEzE,OAAO,EAAE,wBAAwB,EAAE,MAAM,kCAAkC,CAAC;AAE5E,OAAO,EAAE,eAAe,EAAE,MAAM,wBAAwB,CAAC;AAEzD,OAAO,EAAE,uBAAuB,EAAE,MAAM,iCAAiC,CAAC;AAE1E,kBAAkB;AAClB,OAAO,EAAE,WAAW,EAAE,MAAM,wBAAwB,CAAC;AAGrD,OAAO,EAAE,WAAW,EAAE,MAAM,wBAAwB,CAAC;AAGrD,OAAO,EAAE,WAAW,EAAE,MAAM,wBAAwB,CAAC;AAGrD,OAAO,EAAE,aAAa,EAAE,MAAM,0BAA0B,CAAC;AAGzD,OAAO,EAAE,gBAAgB,EAAE,MAAM,6BAA6B,CAAC;AAG/D,OAAO,EAAE,YAAY,EAAE,MAAM,yBAAyB,CAAC;AAGvD,OAAO,EAAE,iBAAiB,EAAE,MAAM,8BAA8B,CAAC;AACjE,OAAO,EAAE,iBAAiB,EAAE,MAAM,8BAA8B,CAAC;AAEjE,sBAAsB;AACtB,OAAO,EACL,YAAY,EACZ,cAAc,EACd,gBAAgB,EAChB,gBAAgB,EAIjB,MAAM,UAAU,CAAC;AAElB,qBAAqB;AACrB,OAAO,EACL,kBAAkB,EAClB,eAAe,EACf,aAAa,EACb,qBAAqB,EACrB,eAAe,EAChB,MAAM,sBAAsB,CAAC"}

package/dist/lib/RecordProcessor.d.ts

@@ -81,6 +81,18 @@ export declare class RecordProcessor {
      * Calculates sync metadata including checksum and last modified timestamp
      */
     private calculateSyncMetadata;
+    /**
+     * Processes first-class collections on pull (§6)
+     */
+    private processCollections;
+    /**
+     * Processes first-class extension on pull (§6)
+     */
+    private processExtension;
+    /**
+     * Processes first-class embeds on pull (§6)
+     */
+    private processEmbeds;
     /**
      * Checks if the record has externalized fields
      */

package/dist/lib/RecordProcessor.d.ts.map

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package/dist/lib/RecordProcessor.js

@@ -1,4 +1,5 @@
-import { RunView } from '@memberjunction/core';
+import { CompositeKey, Metadata, RunView } from '@memberjunction/core';
+import { ordinalCompare, UUIDsEqual } from '@memberjunction/global';
 import { JsonWriteHelper } from './json-write-helper.js';
 import { EntityPropertyExtractor } from './EntityPropertyExtractor.js';
 import { FieldExternalizer } from './FieldExternalizer.js';
@@ -28,24 +29,38 @@ export class RecordProcessor {
     async processRecord(record, primaryKey, targetDir, entityConfig, verbose, isNewRecord = true, existingRecordData, currentDepth = 0, ancestryPath = new Set(), fieldOverrides, batchedRelatedData) {
         // Extract all properties from the entity
         const allProperties = this.propertyExtractor.extractAllProperties(record, fieldOverrides);
-        // Process fields and related entities
-        const { fields, relatedEntities } = await this.processEntityData(allProperties, record, primaryKey, targetDir, entityConfig, existingRecordData, currentDepth, ancestryPath, verbose, batchedRelatedData);
+        // Process fields, collections, embeds, extension, and related entities (§6)
+        const { fields, collections, embeds, extension, relatedEntities } = await this.processEntityData(allProperties, record, primaryKey, targetDir, entityConfig, existingRecordData, currentDepth, ancestryPath, verbose, batchedRelatedData);
         // Calculate checksum and sync metadata
-        const syncData = await this.calculateSyncMetadata(fields, targetDir, entityConfig, existingRecordData, verbose);
+        const syncData = await this.calculateSyncMetadata(fields, targetDir, entityConfig, existingRecordData, verbose, collections, embeds, extension);
         // Build the final record data with proper ordering
-        return JsonWriteHelper.createOrderedRecordData(fields, relatedEntities, primaryKey, syncData);
+        return JsonWriteHelper.createOrderedRecordData(fields, relatedEntities, primaryKey, syncData, collections, embeds, extension);
     }
     /**
      * Processes entity data into fields and related entities
      */
     async processEntityData(allProperties, record, primaryKey, targetDir, entityConfig, existingRecordData, currentDepth, ancestryPath, verbose, batchedRelatedData) {
         const fields = {};
+        const collections = {};
+        const embeds = {};
         const relatedEntities = {};
         // Process individual fields
         await this.processFields(allProperties, primaryKey, targetDir, entityConfig, existingRecordData, fields, verbose);
+        // Process collections if declared (§6)
+        await this.processCollections(record, targetDir, entityConfig, collections, currentDepth, ancestryPath, verbose);
+        // Process extension if present (§6)
+        const extension = await this.processExtension(record, primaryKey, targetDir, entityConfig, verbose);
+        // Process embeds if present (§6)
+        await this.processEmbeds(record, targetDir, entityConfig, embeds, currentDepth, ancestryPath, verbose);
         // Process related entities if configured
         await this.processRelatedEntities(record, entityConfig, existingRecordData, currentDepth, ancestryPath, relatedEntities, verbose, batchedRelatedData);
-        return { fields, relatedEntities };
+        return {
+            fields,
+            ...(Object.keys(collections).length > 0 ? { collections } : {}),
+            ...(Object.keys(embeds).length > 0 ? { embeds } : {}),
+            ...(extension ? { extension } : {}),
+            relatedEntities,
+        };
     }
     /**
      * Processes individual fields from the entity
@@ -255,12 +270,18 @@ export class RecordProcessor {
     /**
      * Calculates sync metadata including checksum and last modified timestamp
      */
-    async calculateSyncMetadata(fields, targetDir, entityConfig, existingRecordData, verbose) {
+    async calculateSyncMetadata(fields, targetDir, entityConfig, existingRecordData, verbose, collections, embeds, extension) {
         // Determine if we should include external file content in checksum
         const hasExternalizedFields = this.hasExternalizedFields(fields, entityConfig);
+        const checksumPayload = {
+            fields,
+            ...(collections && Object.keys(collections).length > 0 ? { collections } : {}),
+            ...(embeds && Object.keys(embeds).length > 0 ? { embeds } : {}),
+            ...(extension && Object.keys(extension).length > 0 ? { extension } : {}),
+        };
         const checksum = hasExternalizedFields
-            ? await this.syncEngine.calculateChecksumWithFileContent(fields, targetDir)
-            : this.syncEngine.calculateChecksum(fields);
+            ? await this.syncEngine.calculateChecksumWithFileContent(checksumPayload, targetDir)
+            : this.syncEngine.calculateChecksum(checksumPayload);
         if (verbose && hasExternalizedFields) {
             console.log(`Calculated checksum including external file content for record`);
         }
@@ -294,6 +315,136 @@ export class RecordProcessor {
             };
         }
     }
+    /**
+     * Processes first-class collections on pull (§6)
+     */
+    async processCollections(record, targetDir, entityConfig, collections, currentDepth, ancestryPath, verbose) {
+        if (!record.EntityInfo?.RelatedEntities)
+            return;
+        for (const rel of record.EntityInfo.RelatedEntities) {
+            if (!rel.RelatedRecordCollection)
+                continue;
+            let colName = rel.RelatedEntity;
+            try {
+                const parsed = JSON.parse(rel.RelatedRecordCollection);
+                if (parsed.Name)
+                    colName = parsed.Name;
+            }
+            catch { }
+            // Look up companion on record
+            let companion = record.GetCompanion(colName);
+            if (!companion) {
+                const entityRecord = record;
+                if (entityRecord[colName] && typeof entityRecord[colName].Items !== 'undefined') {
+                    companion = entityRecord[colName];
+                }
+            }
+            if (!companion)
+                continue;
+            const col = companion;
+            // Rider 4 / §6: Load: 'never' collection must be skipped with a stated reason on pull, never emitted as []
+            if (col.LoadMode === 'never') {
+                console.log(`Skipping Load: 'never' collection '${colName}' on ${record.EntityInfo.Name}`);
+                continue;
+            }
+            if (!col.IsLoaded) {
+                try {
+                    await col.Load();
+                }
+                catch (loadErr) {
+                    console.warn(`Failed to load collection '${colName}' on ${record.EntityInfo.Name}: ${loadErr instanceof Error ? loadErr.message : String(loadErr)}`);
+                    continue;
+                }
+            }
+            const rawItems = col.Items ?? [];
+            if (rawItems.length > 0) {
+                collections[colName] = [];
+                const childEntityInfo = rawItems[0].EntityInfo;
+                const childConfig = {
+                    entity: childEntityInfo.Name,
+                };
+                // Deterministically sort collection items by primary key(s)
+                const items = [...rawItems].sort((a, b) => {
+                    for (const pk of childEntityInfo.PrimaryKeys) {
+                        const aVal = String(a.Get(pk.Name) ?? '');
+                        const bVal = String(b.Get(pk.Name) ?? '');
+                        const cmp = ordinalCompare(aVal, bVal);
+                        if (cmp !== 0)
+                            return cmp;
+                    }
+                    return 0;
+                });
+                for (const child of items) {
+                    const childPK = {};
+                    for (const pk of childEntityInfo.PrimaryKeys) {
+                        childPK[pk.Name] = child.Get(pk.Name);
+                    }
+                    const childData = await this.processRecord(child, childPK, targetDir, childConfig, verbose, false, undefined, currentDepth + 1, new Set([...(ancestryPath ?? []), `${record.EntityInfo.Name}:${JSON.stringify(record.PrimaryKey)}`]));
+                    collections[colName].push(childData);
+                }
+            }
+        }
+    }
+    /**
+     * Processes first-class extension on pull (§6)
+     */
+    async processExtension(record, primaryKey, targetDir, entityConfig, verbose) {
+        const child = record.ISAChild;
+        if (!child)
+            return undefined;
+        // Leaf fields only: fields present on child but NOT on parent
+        const parentFieldNames = new Set(record.EntityInfo.Fields.map((f) => f.Name.toLowerCase()));
+        const childProperties = this.propertyExtractor.extractAllProperties(child);
+        const leafFields = {};
+        for (const [fName, fVal] of Object.entries(childProperties)) {
+            if (parentFieldNames.has(fName.toLowerCase()))
+                continue;
+            if (fName.startsWith('__mj_'))
+                continue;
+            if (primaryKey[fName] !== undefined)
+                continue;
+            leafFields[fName] = fVal;
+        }
+        // Determine if child type is ambiguous (more than one subtype exists in metadata)
+        const provider = Metadata.Provider; // global-provider-ok: MetadataSync is a single-provider CLI process
+        const childSubtypes = provider?.Entities
+            ? provider.Entities.filter((e) => UUIDsEqual(e.ParentID, record.EntityInfo.ID) || UUIDsEqual(e.ParentEntityInfo?.ID, record.EntityInfo.ID))
+            : [];
+        const needsEntityName = childSubtypes.length > 1 || record.EntityInfo.AllowMultipleSubtypes;
+        return {
+            ...(needsEntityName ? { entity: child.EntityInfo.Name } : {}),
+            fields: leafFields,
+        };
+    }
+    /**
+     * Processes first-class embeds on pull (§6)
+     */
+    async processEmbeds(record, targetDir, entityConfig, embeds, currentDepth, ancestryPath, verbose) {
+        for (const field of record.EntityInfo.Fields) {
+            if (!field.RelatedEntity)
+                continue;
+            const objectPropName = `${field.Name}_Object`;
+            const entityRecord = record;
+            const embedded = entityRecord[objectPropName];
+            if (embedded && typeof embedded.Get === 'function') {
+                const embedProperties = this.propertyExtractor.extractAllProperties(embedded);
+                const embedFields = {};
+                const embedPK = {};
+                for (const pk of embedded.EntityInfo.PrimaryKeys) {
+                    embedPK[pk.Name] = embedded.Get(pk.Name);
+                }
+                for (const [fName, fVal] of Object.entries(embedProperties)) {
+                    if (fName.startsWith('__mj_') || embedPK[fName] !== undefined)
+                        continue;
+                    embedFields[fName] = fVal;
+                }
+                embeds[field.Name] = {
+                    fields: embedFields,
+                    ...(Object.keys(embedPK).length > 0 ? { primaryKey: embedPK } : {}),
+                };
+            }
+        }
+    }
     /**
      * Checks if the record has externalized fields
      */
@@ -309,10 +460,12 @@ export class RecordProcessor {
             return guidValue;
         }
         try {
+            // The lookup target is any entity — build the predicate from its real key column(s).
+            const md = new Metadata(); // global-provider-ok: MetadataSync is a single-provider CLI process
             const rv = new RunView();
             const result = await rv.RunView({
                 EntityName: lookupConfig.entity,
-                ExtraFilter: `ID = '${guidValue}'`,
+                ExtraFilter: CompositeKey.FromURLSegment(md.EntityByName(lookupConfig.entity), guidValue).ToWhereClause(),
                 ResultType: 'entity_object'
             }, this.contextUser);
             if (result.Success && result.Results && result.Results.length > 0) {