@memberjunction/ng-record-clone 0.0.0 → 6.2.0-edge.2

package/LICENSE

@@ -0,0 +1,183 @@
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package/README.md

@@ -1,45 +1,242 @@
 # @memberjunction/ng-record-clone
 
-## ⚠️ IMPORTANT NOTICE ⚠️
+Angular widgets for cloning a MemberJunction record together with the records it owns: an embeddable clone wizard, a slide-in wrapper around it, and the smaller pieces they are built from (plan tree, values form, review, progress, result, lineage chip).
 
-**This package is created solely for the purpose of setting up OIDC (OpenID Connect) trusted publishing with npm.**
+> **Layering note.** This package is UI only. The graph walk, policies, field mapping and writes live on the server in **`@memberjunction/record-cloning`** (engine) and **`@memberjunction/record-cloning-base`** (client-safe contracts). The widgets reach the engine through four MJ remote operations (`RecordClone.Describe`, `.Plan`, `.Execute`, `.GetLineage`) whose typed clients CodeGen emits into `@memberjunction/core-entities`. There is no custom GraphQL resolver. See [`plans/record-cloning/README.md`](../../../../plans/record-cloning/README.md) for the full design.
 
-This is **NOT** a functional package and contains **NO** code or functionality beyond the OIDC setup configuration.
+The package is a widgets-layer (`mjUILayer: "widgets"`) library. It never imports the Router or anything under `packages/Angular/Explorer`; every navigation is an output event the host maps onto its own routing.
 
-## Purpose
+## Overview
 
-This package exists to:
-1. Configure OIDC trusted publishing for the package name `@memberjunction/ng-record-clone`
-2. Enable secure, token-less publishing from CI/CD workflows
-3. Establish provenance for packages published under this name
+```mermaid
+graph TD
+    TB["ng-base-forms<br/>mj-form-toolbar"] -->|ShowCloneButton| SI["mj-record-clone-slide-in"]
+    SI --> SP["mj-slide-panel<br/>(ng-ui-components)"]
+    SI --> P["mj-record-clone-panel<br/>(embeddable wizard)"]
+    P --> SC["mj-clone-scope-controls"]
+    P --> PT["mj-clone-plan-tree"]
+    P --> V["mj-clone-values"]
+    P --> R["mj-clone-review"]
+    P --> PR["mj-clone-progress"]
+    P --> RS["mj-clone-result"]
+    P --> S["RecordCloneService"]
+    S -->|remote operations| SRV["MJAPI → record-cloning engine"]
+    LC["mj-clone-lineage-chip"] --> S
+```
 
-## What is OIDC Trusted Publishing?
+| Component | Selector | Use it when |
+|---|---|---|
+| `RecordClonePanelComponent` | `mj-record-clone-panel` | You want the wizard inline: a dialog, a dashboard card, a side pane, a test harness |
+| `RecordCloneSlideInComponent` | `mj-record-clone-slide-in` | You want the standard right-hand slide-in with one element |
+| `CloneLineageChipComponent` | `mj-clone-lineage-chip` | You want a "Cloned from X" / "3 clones" chip with a lineage popover |
+| `RecordCloneService` | — | You want to call the remote operations directly |
 
-OIDC trusted publishing allows package maintainers to publish packages directly from their CI/CD workflows without needing to manage npm access tokens. Instead, it uses OpenID Connect to establish trust between the CI/CD provider (like GitHub Actions) and npm.
+The building blocks (`mj-clone-scope-controls`, `mj-clone-plan-tree`, `mj-clone-values`, `mj-clone-review`, `mj-clone-progress`, `mj-clone-result`) are exported for hosts that compose their own flow.
 
-## Setup Instructions
+## Installation
 
-To properly configure OIDC trusted publishing for this package:
+```bash
+npm install @memberjunction/ng-record-clone
+```
 
-1. Go to [npmjs.com](https://www.npmjs.com/) and navigate to your package settings
-2. Configure the trusted publisher (e.g., GitHub Actions)
-3. Specify the repository and workflow that should be allowed to publish
-4. Use the configured workflow to publish your actual package
+Every component is standalone. Import the ones you use, or `RecordCloneModule` for all of them.
 
-## DO NOT USE THIS PACKAGE
+## Usage
 
-This package is a placeholder for OIDC configuration only. It:
-- Contains no executable code
-- Provides no functionality
-- Should not be installed as a dependency
-- Exists only for administrative purposes
+### On entity forms (no code)
 
-## More Information
+`ng-base-forms` hosts the slide-in in the record toolbar. The Clone button appears when all of these hold:
 
-For more details about npm's trusted publishing feature, see:
-- [npm Trusted Publishing Documentation](https://docs.npmjs.com/generating-provenance-statements)
-- [GitHub Actions OIDC Documentation](https://docs.github.com/en/actions/deployment/security-hardening-your-deployments/about-security-hardening-with-openid-connect)
+1. The toolbar config has `ShowCloneButton: true`. It is on in `DEFAULT_TOOLBAR_CONFIG`, `EXPLORER_TOOLBAR_CONFIG` and `CUSTOM_LAYOUT_TOOLBAR_CONFIG`; a form turns it off with `Toolbar: { ShowCloneButton: false }` in its form config.
+2. The entity's `Configuration.Clone.Enabled` is `true` on its `MJ: Entities` record.
+3. `RecordClone.Describe` says the current user may clone it (cached per provider and entity for the session).
+4. The record is saved and the form is in read mode.
+
+The toolbar re-emits the clone's navigation requests through its own `Navigate` output as a `RecordNavigationEvent`, so existing form hosts need no changes. It also emits `BeforeClone` (cancellable) and `CloneCompleted`.
+
+### Slide-in
+
+```html
+<button (click)="ShowClone = true">Clone</button>
 
----
+<mj-record-clone-slide-in
+    [(Visible)]="ShowClone"
+    [Record]="record"
+    [Provider]="provider"
+    (CloneCompleted)="OnCloned($event)"
+    (NavigateToRecord)="OpenRecord($event)">
+</mj-record-clone-slide-in>
+```
 
-**Maintained for OIDC setup purposes only**
+```typescript
+import { CompositeKey } from '@memberjunction/core';
+import type { CloneCompletedEvent, CloneNavigationEvent } from '@memberjunction/ng-record-clone';
+
+OnCloned(e: CloneCompletedEvent): void {
+    console.log(`Created ${e.CreatedRecordsCount} records, log ${e.CloneLogID}`);
+}
+
+OpenRecord(e: CloneNavigationEvent): void {
+    const entity = this.provider.EntityByName(e.EntityName);
+    this.myNavigation.OpenRecord(e.EntityName, CompositeKey.FromURLSegment(entity, e.RecordKey));
+}
+```
+
+The slide-in creates the panel on first open and restarts it on every later open, so each open plans against the record's current state. It refuses to close (X, Escape, backdrop, or `Close()`) while a clone is executing.
+
+### Embedded panel
+
+```html
+<mj-record-clone-panel
+    [EntityName]="'MJ: AI Prompts'"
+    [RecordKey]="promptId"
+    (StateChange)="State = $event"
+    (CloneCompleted)="OnCloned($event)"
+    (NavigateToRecord)="OpenRecord($event)"
+    (CloseRequested)="HidePanel()">
+</mj-record-clone-panel>
+```
+
+Give the panel a source with `Record`, or with `EntityName` plus `RecordKey`. `RecordKey` accepts a `RecordCloneKey` or a record-id string in compact URL-segment form: a bare value for a single-column key, `Field1|Value1||Field2|Value2` for a composite one. It is parsed with `CompositeKey.FromURLSegment` against the entity's metadata.
+
+With `AutoStart` on (the default) the panel describes and plans as soon as it has a source. Set `[AutoStart]="false"` and call `Start()` to control timing.
+
+### Lineage chip
+
+```html
+<mj-clone-lineage-chip
+    [EntityName]="record.EntityInfo.Name"
+    [RecordKey]="record.PrimaryKey.ToURLSegment()"
+    (NavigateToRecord)="OpenRecord($event)">
+</mj-clone-lineage-chip>
+```
+
+Renders nothing when the record has no lineage.
+
+## Component Reference
+
+### `mj-record-clone-panel` — `RecordClonePanelComponent`
+
+The wizard: **Scope** (preset, caps, toggles, planned record tree) → **Values** (clone name, prompted fields, retarget pickers, reason) → **Review** (counts, warnings, per-node field diff) → **Executing** → **Done** or **Failed**. An entity that can't be cloned shows the server's reason instead.
+
+**Inputs**
+
+| Input | Type | Default | Description |
+|---|---|---|---|
+| `Record` | `BaseEntity \| null` | `null` | Record to clone. Supplies the key and entity name when those inputs are not set. |
+| `EntityName` | `string` | — | Source entity, e.g. `'MJ: Users'`. |
+| `RecordKey` | `RecordCloneKey \| string` | — | Source key; see [Embedded panel](#embedded-panel). |
+| `AutoStart` | `boolean` | `true` | Start as soon as a source is set. |
+| `ShowStepTabs` | `boolean` | `true` | Show the Scope / Values / Review tabs. |
+| `Provider` | `IMetadataProvider \| null` | `null` | Inherited from `BaseAngularComponent`; every server call uses it. |
+
+**Outputs**
+
+| Output | Payload | Fires when |
+|---|---|---|
+| `StateChange` | `RecordClonePanelState` | The wizard state changes (`loading`, `scope`, `values`, `review`, `executing`, `done`, `failed`, `not_cloneable`, …). |
+| `StepChange` | `RecordCloneStep` | The active step changes. |
+| `PlanChanged` | `RecordClonePlanDetails` | A plan (re)computation succeeds. |
+| `CloneCompleted` | `CloneCompletedEvent` | The clone commits. The panel also raises the standard BaseEntity `save` / `create` event for the root so open grids refresh. |
+| `CloneFailed` | `CloneFailedEvent` | Describe, plan or execute fails. `ResultCode` carries `PLAN_CHANGED`, `FORBIDDEN`, etc. when the server sent one. |
+| `NavigateToRecord` | `CloneNavigationEvent` | The user opens the new clone or its clone log. Followed by `CloseRequested`. |
+| `CloseRequested` | `void` | The user pressed Close or Cancel. The panel never hides itself. |
+
+**Methods and properties**
+
+| Member | Description |
+|---|---|
+| `Start(): Promise<void>` | Describe, plan, land on Scope. Calling it again starts over. |
+| `Reset(): Promise<void>` | Clear entered values and start over ("Clone another"). |
+| `Replan(): Promise<void>` | Re-plan with the current `ScopeOptions`. |
+| `GoToStep(step)` | Move to a step. Review is refused while prompted values are invalid, and entering it re-plans with the entered values. |
+| `ExecuteClone(): Promise<void>` | Execute the reviewed plan with its hash. The server refuses with `PLAN_CHANGED` if the graph moved since review. |
+| `CurrentState`, `CurrentStep` | Current wizard position. |
+| `IsBusy` | True while loading or executing. |
+| `ActivePlan`, `DescribeDetails`, `ExecutionResult` | Latest server answers. |
+| `ScopeOptions` | Options sent with every plan and execute. |
+| `TargetRecordKey` | Record-id string of the root clone after success. |
+
+**Who can change the scope.** The scope step always shows what the clone will copy, taken from the entity's `Configuration.Clone`, with anything that differs highlighted. Anyone may narrow a plan by switching a Deep branch to Skip in the tree, when the entity's `UserEditable` is `scope` or `all`. A holder of `Clone Records: Override Scope` (the Developer role by default) also gets a Developer overrides section to raise depth or the record cap, include soft links, subtypes or the hierarchy subtree, and switch Skip branches back to Deep. Entity Actions run on the cloned rows by default (AI Actions don't), and the entity's `Hooks` configuration can turn them off. The panel doesn't offer a per-clone override; a caller holding `Clone Records: Fire Hooks` can set `EntityActions` on the `RecordClone.Plan` / `Execute` request. `RecordClone.Describe` returns `CanOverrideScope` and `CanFireHooks`, and the server applies the same rules to every request, ignoring anything a caller isn't allowed with a warning on the plan.
+
+**Where the values step gets its fields.** Nothing on the values step is specific to any one entity. The prompted fields come from the entity's `Configuration.Clone.Fields.PromptFor` (for `MJ: Users`: `Email`, `FirstName`, `LastName`). They start empty unless the engine proposed a value, because a prompted field such as a unique Email must not keep the source row's value. The suggested clone name comes from the naming strategy (`Clone.Naming`; by default the name field plus any unique string field). When a prompted field is also a `Clone.Naming.Fields` entry, typing in it keeps the clone name in step until the user edits the name directly. Retarget pickers come from `Clone.UI.RetargetFields`.
+
+### `mj-record-clone-slide-in` — `RecordCloneSlideInComponent`
+
+**Inputs:** `Visible` (two-way with `VisibleChange`), `Record`, `EntityName`, `RecordKey`, `Title` (default `Clone <entity>`), `WidthPx` (default 720), `ShowStepTabs`, `Provider`.
+
+**Outputs:** `VisibleChange`, `Closed`, plus every panel output re-emitted unchanged: `StateChange`, `StepChange`, `PlanChanged`, `CloneCompleted`, `CloneFailed`, `NavigateToRecord`.
+
+**Methods:** `Open()`, `Close()` (ignored while executing), `Panel` (the embedded `RecordClonePanelComponent` once opened), `CanCloseGuard` (passed to `mj-slide-panel`).
+
+### Building blocks
+
+| Component | Inputs | Outputs |
+|---|---|---|
+| `mj-clone-scope-controls` | `Presets`, `SelectedPreset`, `MaxDepth`, `MaxRecords`, `Subtypes`, `Hierarchy`, `SoftLinks`, `EntityActions`, `ConfiguredScope`, `EntityName`, `CanOverrideScope` | `ScopeChanged: RecordClonePlanOptions`, `ResetToDefaults` |
+| `mj-clone-plan-tree` | `Plan`, `SelectedNodeKey`, `AllowNarrowing`, `AllowWidening` | `NodeSelected: RecordClonePlanNode`, `EdgePolicyChanged: CloneEdgePolicyChange` |
+| `mj-clone-values` | `EntityName`, `RootName`, `NamingStrategyReason`, `PromptedFields`, `PromptedValues`, `RetargetFields`, `Reason` | `RootNameChange`, `PromptedValuesChange`, `RetargetFieldsChange`, `ReasonChange`, `ValidityChange` |
+| `mj-clone-review` | `Plan`, `RootName`, `Reason`, `IsExecuting` | `Confirm`, `Cancel`, `NodeClicked: string` |
+| `mj-clone-progress` | `Progress: CloneProgressUpdate` | — |
+| `mj-clone-result` | `Result`, `EntityName`, `TargetKey`, `RootRecordName` | `OpenClone`, `CloneAnother`, `Close`, `OpenCloneLog`, `NavigateToRecord` |
+| `mj-clone-lineage-chip` | `EntityName`, `RecordKey`, `AutoLoad`, `LineageData` | `NavigateToRecord` |
+
+The plan tree also exposes `ExpandAll()` and `CollapseAll()`. The lineage chip exposes `LoadLineage()`, `TogglePopover()` and `ClosePopover()`.
+
+### `RecordCloneService`
+
+`providedIn: 'root'`. Every method takes an optional `IMetadataProvider`; when it's omitted, the service uses `Metadata.Provider`.
+
+| Method | Remote operation | Notes |
+|---|---|---|
+| `DescribeRecord(input, provider?, forceRefresh?)` | `RecordClone.Describe` | Entity-level answers (no `Key`) are cached per provider and entity. Concurrent callers share one request, and failures are not cached. |
+| `PlanClone(input, provider?)` | `RecordClone.Plan` | Dry run; writes nothing. |
+| `ExecuteClone(input, provider?)` | `RecordClone.Execute` | Pass `ExpectedPlanHash` from the reviewed plan. |
+| `GetLineage(input, provider?)` | `RecordClone.GetLineage` | Ancestors and clones of a record. |
+| `ClearDescribeCache(entityName?, provider?)` | — | Drop one entity's cached answer, or all of them. |
+
+### Types
+
+| Type | Description |
+|---|---|
+| `RecordClonePanelState`, `RecordCloneStep` | Wizard state and step unions. |
+| `CloneScopeValues` | The six scope values the scope step shows and edits. |
+| `CloneEdgePolicyChange` | `{ RelationshipID, Policy }` — a branch the user switched, sent as an edge override. |
+| `CloneCompletedEvent` | `EntityName`, `TargetKey`, `CloneLogID`, `CreatedRecordsCount`, `Result`. |
+| `CloneFailedEvent` | `EntityName`, `Message`, `ResultCode?`. |
+| `CloneNavigationEvent` | `{ Kind: 'record', EntityName, RecordKey }`. `RecordKey` is a record-id string for `CompositeKey.FromURLSegment`. |
+| `ClonePromptFieldItem`, `CloneRetargetFieldItem`, `CloneProgressUpdate`, `CloneTreeNodeViewModel` | View models for the building blocks. |
+| `EntityToRecordCloneKey(record)`, `CompositeKeyToRecordCloneKey(key)`, `RecordCloneKeyToString(key)` | Key helpers that keep every primary key column. |
+
+## Key Design Patterns
+
+- **Events out, never routing.** Components emit `CloneNavigationEvent`, `CloseRequested` and friends. The base-forms toolbar turns navigation into its own `Navigate` output; Explorer's form host routes it from there.
+- **Server is the gate.** The UI hides what the server says the user can't do, but `Describe`, `Plan` and `Execute` re-check every permission, cap and lock on the server.
+- **Plan hash.** `Execute` carries the reviewed plan's hash, so a graph that changed after review is refused with `PLAN_CHANGED` rather than cloned blind.
+- **Theming.** Styles use MJ semantic tokens only (`--mj-bg-surface`, `--mj-border-default`, `--mj-text-*`, `--mj-status-*`, `--mj-space-*`, `--mj-radius-*`), so light, dark and custom themes apply without overrides.
+- **Multi-provider.** Every component extends `BaseAngularComponent` or takes a provider, and the service never assumes the global provider when one is given.
+
+## Dependencies
+
+| Package | Why |
+|---|---|
+| `@memberjunction/core` | `BaseEntity`, `CompositeKey`, `IMetadataProvider` |
+| `@memberjunction/core-entities` | Generated remote-operation clients and their input/output types |
+| `@memberjunction/global` | Event bus for the post-clone `save` event |
+| `@memberjunction/ng-base-types` | `BaseAngularComponent` (provider plumbing) |
+| `@memberjunction/ng-ui-components` | `mj-slide-panel`, `mj-tab-nav`, `mj-switch`, `mjButton` |
+
+Peer dependencies: `@angular/core`, `@angular/common`, `@angular/forms`.
+
+## Build
+
+```bash
+cd packages/Angular/Generic/record-clone
+npm run build        # ngc
+npm test             # vitest (DOM + unit)
+npm run test:types   # type-check the specs
+```
+
+## License
+
+BUSL-1.1

package/dist/lib/clone-lineage-chip.component.d.ts

@@ -0,0 +1,50 @@
+/**
+ * @fileoverview Compact lineage chip and history popover component.
+ *
+ * Implements §12.3 of the Record Cloning architectural blueprint. Surfaces origin
+ * and clone lineage metadata ("Cloned from <name>" or "<n> clones"). Clicking opens
+ * a popover listing ancestral origins and descendant clones with safe navigation links.
+ */
+import { EventEmitter, OnInit } from '@angular/core';
+import type { RecordCloneKey, RecordCloneGetLineageOutput, RecordCloneLineageItem } from '@memberjunction/core-entities';
+import { BaseAngularComponent } from '@memberjunction/ng-base-types';
+import { type CloneNavigationEvent } from './record-clone-types';
+import * as i0 from "@angular/core";
+export declare class CloneLineageChipComponent extends BaseAngularComponent implements OnInit {
+    private cloneService;
+    private cdr;
+    /** Entity of the record whose lineage to show. */
+    EntityName: string;
+    /** Key of the record: a RecordCloneKey or a record-id string (`CompositeKey.FromURLSegment` form). */
+    RecordKey: RecordCloneKey | string;
+    /** Load lineage on init. Set false and call `LoadLineage()` to control timing. */
+    AutoLoad: boolean;
+    /** Pre-loaded lineage; skips the server call when set. */
+    LineageData: RecordCloneGetLineageOutput | null;
+    /** Asks the host to open an ancestor or clone from the popover. */
+    NavigateToRecord: EventEmitter<CloneNavigationEvent>;
+    IsOpen: boolean;
+    IsLoading: boolean;
+    get SourceRecord(): RecordCloneLineageItem | undefined;
+    get Ancestors(): RecordCloneLineageItem[] | undefined;
+    get Clones(): RecordCloneLineageItem[] | undefined;
+    get HasLineage(): boolean;
+    get ChipIcon(): string;
+    get ChipLabel(): string;
+    get ChipTooltip(): string;
+    ngOnInit(): Promise<void>;
+    LoadLineage(): Promise<void>;
+    private static nextId;
+    /** Ties the chip's aria-controls to its popover. */
+    readonly PopoverId: string;
+    private chipTrigger?;
+    private closeButton?;
+    TogglePopover(): void;
+    /** Closes the popover; `returnFocus` puts focus back on the chip (Escape, the close button). */
+    ClosePopover(returnFocus?: boolean): void;
+    OnEscape(event: Event): void;
+    OnNavigate(item: RecordCloneLineageItem): void;
+    static ɵfac: i0.ɵɵFactoryDeclaration<CloneLineageChipComponent, never>;
+    static ɵcmp: i0.ɵɵComponentDeclaration<CloneLineageChipComponent, "mj-clone-lineage-chip", never, { "EntityName": { "alias": "EntityName"; "required": false; }; "RecordKey": { "alias": "RecordKey"; "required": false; }; "AutoLoad": { "alias": "AutoLoad"; "required": false; }; "LineageData": { "alias": "LineageData"; "required": false; }; }, { "NavigateToRecord": "NavigateToRecord"; }, never, never, true, never>;
+}
+//# sourceMappingURL=clone-lineage-chip.component.d.ts.map

package/dist/lib/clone-lineage-chip.component.d.ts.map

@@ -0,0 +1 @@
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