@memberjunction/record-cloning-base 0.0.0 → 6.2.0-edge.2

package/dist/CloneConfigValidator.js

@@ -0,0 +1,348 @@
+/**
+ * @file CloneConfigValidator.ts
+ * Pure validation engine for IEntityCloneConfiguration bags.
+ * Enforces metadata referential integrity, field existence, writability,
+ * relationship resolution, and strict-mode drift guard.
+ * @see plans/record-cloning/README.md §4.5, §13.3
+ */
+import { IsRenameField } from './CloneFieldMapper.js';
+const VALID_POLICIES = new Set(['Deep', 'Reference', 'Skip']);
+export class CloneConfigValidator {
+    /**
+     * Validates an entity's clone configuration bag against its metadata.
+     */
+    static Validate(entity, allEntities) {
+        const errors = [];
+        const config = entity.CloneConfiguration;
+        if (!config || config.Enabled === false) {
+            return errors;
+        }
+        const entityFields = new Map(entity.Fields.map((f) => [f.Name.toLowerCase(), f]));
+        // 1. Validate Caps
+        for (const cap of ['MaxDepth', 'MaxRecords']) {
+            const value = config[cap];
+            if (value !== undefined && (!Number.isInteger(value) || value <= 0)) {
+                errors.push({
+                    EntityName: entity.Name,
+                    PropertyPath: cap,
+                    Message: `${cap} must be a positive integer, received: ${String(value)}`,
+                    Severity: 'Error',
+                });
+            }
+        }
+        // 1b. Policies: Relationships, Descendants and preset overrides use Deep, Reference or Skip.
+        const checkPolicy = (policy, path) => {
+            if (policy !== undefined && !VALID_POLICIES.has(String(policy))) {
+                errors.push({
+                    EntityName: entity.Name,
+                    PropertyPath: path,
+                    Message: `Policy must be Deep, Reference or Skip, received: ${String(policy)}`,
+                    Severity: 'Error',
+                });
+            }
+        };
+        for (const [key, rel] of Object.entries(config.Relationships ?? {}))
+            checkPolicy(rel?.Policy, `Relationships[${key}].Policy`);
+        for (const [key, desc] of Object.entries(config.Descendants ?? {}))
+            checkPolicy(desc?.Policy, `Descendants[${key}].Policy`);
+        for (const preset of config.Presets ?? []) {
+            for (const [key, rel] of Object.entries(preset?.Relationships ?? {}))
+                checkPolicy(rel?.Policy, `Presets[${preset.Key}].Relationships[${key}].Policy`);
+        }
+        // 2. Validate Fields section
+        const fieldsConfig = config.Fields;
+        if (fieldsConfig) {
+            const checkFieldExists = (fieldName, path) => {
+                if (!entityFields.has(fieldName.toLowerCase())) {
+                    errors.push({
+                        EntityName: entity.Name,
+                        PropertyPath: path,
+                        Message: `Field '${fieldName}' does not exist on entity '${entity.Name}'.`,
+                        Severity: 'Error',
+                    });
+                }
+            };
+            const checkWritable = (fieldName, path) => {
+                const f = entityFields.get(fieldName.toLowerCase());
+                if (f && f.IsSPParameter && f.IsSPParameter(false) === false) {
+                    errors.push({
+                        EntityName: entity.Name,
+                        PropertyPath: path,
+                        Message: `Field '${fieldName}' is computed or not writable on insert, cannot be used in ${path}.`,
+                        Severity: 'Error',
+                    });
+                }
+            };
+            // Check Exclude
+            for (const f of fieldsConfig.Exclude || []) {
+                checkFieldExists(f, `Fields.Exclude[${f}]`);
+            }
+            // Check Reset
+            for (const f of Object.keys(fieldsConfig.Reset || {})) {
+                checkFieldExists(f, `Fields.Reset[${f}]`);
+            }
+            // Check Ownership
+            for (const f of fieldsConfig.Ownership || []) {
+                checkFieldExists(f, `Fields.Ownership[${f}]`);
+            }
+            // Check ServerAllocated (must exist and be writable on insert)
+            for (const f of fieldsConfig.ServerAllocated || []) {
+                checkFieldExists(f, `Fields.ServerAllocated[${f}]`);
+                checkWritable(f, `Fields.ServerAllocated[${f}]`);
+            }
+            // Check PromptFor (must exist and be writable on insert)
+            for (const f of fieldsConfig.PromptFor || []) {
+                checkFieldExists(f, `Fields.PromptFor[${f}]`);
+                checkWritable(f, `Fields.PromptFor[${f}]`);
+            }
+            // Check ClearTogether groups
+            for (const group of fieldsConfig.ClearTogether || []) {
+                for (const f of group) {
+                    checkFieldExists(f, `Fields.ClearTogether[${f}]`);
+                }
+            }
+            // Check JsonRemap columns (must exist and be string type)
+            for (const remap of fieldsConfig.JsonRemap || []) {
+                if (!remap?.Field) {
+                    errors.push({
+                        EntityName: entity.Name,
+                        PropertyPath: 'Fields.JsonRemap',
+                        Message: 'Each JsonRemap entry needs a Field naming the JSON column.',
+                        Severity: 'Error',
+                    });
+                    continue;
+                }
+                checkFieldExists(remap.Field, `Fields.JsonRemap[${remap.Field}]`);
+                if (!remap.Preset && !(remap.Rules?.length)) {
+                    errors.push({
+                        EntityName: entity.Name,
+                        PropertyPath: `Fields.JsonRemap[${remap.Field}]`,
+                        Message: `JsonRemap for '${remap.Field}' has neither Rules nor a Preset, so it would rewrite nothing.`,
+                        Severity: 'Error',
+                    });
+                }
+                for (const rule of remap.Rules ?? []) {
+                    if (!rule?.Path || !rule?.Mode) {
+                        errors.push({
+                            EntityName: entity.Name,
+                            PropertyPath: `Fields.JsonRemap[${remap.Field}].Rules`,
+                            Message: `Each JsonRemap rule for '${remap.Field}' needs a Path and a Mode.`,
+                            Severity: 'Error',
+                        });
+                    }
+                }
+                const f = entityFields.get(remap.Field.toLowerCase());
+                if (f && f.Type && !f.Type.toLowerCase().includes('varchar') && !f.Type.toLowerCase().includes('text') && !f.Type.toLowerCase().includes('json')) {
+                    errors.push({
+                        EntityName: entity.Name,
+                        PropertyPath: `Fields.JsonRemap[${remap.Field}]`,
+                        Message: `Field '${remap.Field}' is of type '${f.Type}', but JsonRemap requires a string or JSON column.`,
+                        Severity: 'Error',
+                    });
+                }
+            }
+            // Strict-Mode Drift Guard (§13.3)
+            if (fieldsConfig.Strict) {
+                const classifiedFields = new Set();
+                for (const f of fieldsConfig.Copy || [])
+                    classifiedFields.add(f.toLowerCase());
+                for (const f of fieldsConfig.Exclude || [])
+                    classifiedFields.add(f.toLowerCase());
+                for (const f of Object.keys(fieldsConfig.Reset || {}))
+                    classifiedFields.add(f.toLowerCase());
+                for (const f of fieldsConfig.Ownership || [])
+                    classifiedFields.add(f.toLowerCase());
+                for (const f of fieldsConfig.ServerAllocated || [])
+                    classifiedFields.add(f.toLowerCase());
+                for (const f of fieldsConfig.PromptFor || [])
+                    classifiedFields.add(f.toLowerCase());
+                for (const remap of fieldsConfig.JsonRemap || [])
+                    if (remap?.Field)
+                        classifiedFields.add(remap.Field.toLowerCase());
+                for (const rule of fieldsConfig.Rules?.Rules || []) {
+                    const target = rule.TargetField || rule.Field;
+                    if (target)
+                        classifiedFields.add(target.toLowerCase());
+                }
+                const unclassified = [];
+                for (const field of entity.Fields) {
+                    if (field.IsPrimaryKey ||
+                        field.IsCreatedAtField ||
+                        field.IsUpdatedAtField ||
+                        field.IsSoftDeleteField ||
+                        (field.IsSPParameter && field.IsSPParameter(false) === false)) {
+                        continue; // Automatically classified
+                    }
+                    if (!classifiedFields.has(field.Name.toLowerCase())) {
+                        unclassified.push(field.Name);
+                    }
+                }
+                if (unclassified.length > 0) {
+                    errors.push({
+                        EntityName: entity.Name,
+                        PropertyPath: 'Fields.Strict',
+                        Message: `Strict mode enabled: unclassified fields detected on entity '${entity.Name}': [${unclassified.join(', ')}]. Every field must be classified in Copy, Exclude, Reset, Ownership, ServerAllocated, PromptFor, or JsonRemap.`,
+                        Severity: 'Error',
+                    });
+                }
+            }
+        }
+        // 3. Validate Relationships section
+        if (config.Relationships) {
+            // Keys may name a relationship (ID or Name), its related entity, "<Entity>.<JoinField>",
+            // or an entity this one references through a foreign key.
+            const relMap = new Set();
+            for (const r of entity.Relationships || []) {
+                if (r.ID)
+                    relMap.add(r.ID.toLowerCase());
+                if (r.Name)
+                    relMap.add(r.Name.toLowerCase());
+                if (r.RelatedEntity)
+                    relMap.add(r.RelatedEntity.toLowerCase());
+                if (r.RelatedEntity && r.RelatedEntityJoinField)
+                    relMap.add(`${r.RelatedEntity}.${r.RelatedEntityJoinField}`.toLowerCase());
+            }
+            for (const f of entity.Fields) {
+                if (f.RelatedEntity)
+                    relMap.add(f.RelatedEntity.toLowerCase());
+            }
+            const knownEntities = allEntities ? new Set(allEntities.map((e) => e.Name.toLowerCase())) : null;
+            for (const relKey of Object.keys(config.Relationships)) {
+                if (relMap.has(relKey.toLowerCase()))
+                    continue;
+                const entityPart = relKey.includes('.') && knownEntities && !knownEntities.has(relKey.toLowerCase()) ? relKey.slice(0, relKey.lastIndexOf('.')) : relKey;
+                const exists = knownEntities?.has(entityPart.toLowerCase());
+                // A qualified key also applies to rows further down the graph, so an entity that exists
+                // may still be reached through a descendant. A bare entity name applies only to the
+                // root's own relationships, so one that isn't among them matches nothing.
+                const qualified = entityPart !== relKey;
+                errors.push({
+                    EntityName: entity.Name,
+                    PropertyPath: `Relationships[${relKey}]`,
+                    Message: !exists
+                        ? `Relationship key '${relKey}' does not match any known relationship or related entity on '${entity.Name}'.`
+                        : qualified
+                            ? `'${relKey}' is not a direct relationship of '${entity.Name}'; it applies only where the clone reaches it through a descendant.`
+                            : `'${relKey}' is not a relationship of '${entity.Name}', and a bare entity name applies only to the root's own relationships. Name the join column ('${relKey}.<JoinField>') for rows reached through a descendant.`,
+                    Severity: exists && qualified ? 'Warning' : 'Error',
+                });
+            }
+        }
+        // 4. Validate ServerGeneratedChildren
+        if (config.Hooks?.ServerGeneratedChildren && allEntities) {
+            const allEntityNames = new Set(allEntities.map((e) => e.Name.toLowerCase()));
+            for (const childEntity of config.Hooks.ServerGeneratedChildren) {
+                if (!allEntityNames.has(childEntity.toLowerCase())) {
+                    errors.push({
+                        EntityName: entity.Name,
+                        PropertyPath: `Hooks.ServerGeneratedChildren[${childEntity}]`,
+                        Message: `ServerGeneratedChild entity '${childEntity}' is not recognized in entity metadata.`,
+                        Severity: 'Error',
+                    });
+                }
+            }
+        }
+        // 5. Validate Derivation.Field (must be self-FK)
+        if (config.Derivation?.Field) {
+            const derField = entityFields.get(config.Derivation.Field.toLowerCase());
+            if (!derField) {
+                errors.push({
+                    EntityName: entity.Name,
+                    PropertyPath: 'Derivation.Field',
+                    Message: `Derivation field '${config.Derivation.Field}' does not exist on entity '${entity.Name}'.`,
+                    Severity: 'Error',
+                });
+            }
+            else if (derField.RelatedEntity?.toLowerCase() !== entity.Name.toLowerCase()) {
+                errors.push({
+                    EntityName: entity.Name,
+                    PropertyPath: 'Derivation.Field',
+                    Message: `Derivation field '${config.Derivation.Field}' must be a self-FK pointing to '${entity.Name}', points to '${derField.RelatedEntity}'.`,
+                    Severity: 'Error',
+                });
+            }
+        }
+        errors.push(...CloneConfigValidator.unhonoredKeys(entity.Name, config));
+        errors.push(...CloneConfigValidator.promptNaming(entity, config));
+        return errors;
+    }
+    /**
+     * `Naming.Strategy: 'prompt'` leaves every rename field (the name field, each unique string) at
+     * the source's value for the user to replace, but only `PromptFor` fields make the plan wait for
+     * one. A rename field that is neither prompted nor set by a rule would copy verbatim and fail on
+     * its unique index at save.
+     */
+    static promptNaming(entity, config) {
+        const found = [];
+        const naming = config.Naming;
+        if (naming?.Strategy === 'prompt') {
+            const covered = new Set([
+                ...(config.Fields?.PromptFor ?? []),
+                ...(config.Fields?.Rules?.Rules ?? []).map((r) => r.TargetField || r.Field || ''),
+                ...Object.keys(config.Fields?.Reset ?? {}),
+                ...(config.Fields?.Exclude ?? []),
+                ...(config.Fields?.ServerAllocated ?? []),
+            ].map((f) => f.toLowerCase()));
+            for (const field of entity.Fields.filter((f) => !f.IsPrimaryKey && IsRenameField(f))) {
+                if (covered.has(field.Name.toLowerCase()))
+                    continue;
+                found.push({
+                    EntityName: entity.Name,
+                    PropertyPath: 'Naming.Strategy',
+                    Message: `Naming.Strategy 'prompt' needs '${field.Name}' in Fields.PromptFor or set by a rule: otherwise the copy keeps the source's value.`,
+                    Severity: 'Error',
+                });
+            }
+        }
+        const descendants = config.Descendants ?? {};
+        for (const [name, desc] of Object.entries(descendants)) {
+            if (desc?.Fields?.PromptFor?.length) {
+                found.push({
+                    EntityName: entity.Name,
+                    PropertyPath: `Descendants[${name}].Fields.PromptFor`,
+                    Message: `PromptFor under Descendants is not prompted: only the root's PromptFor fields are asked for.`,
+                    Severity: 'Warning',
+                });
+            }
+        }
+        return found;
+    }
+    /**
+     * Keys the configuration schema defines but this release of the engine does not act on. Each
+     * is a warning, so a config author does not rely on it silently.
+     */
+    static unhonoredKeys(entityName, config) {
+        const raw = config;
+        const at = (value, key) => (value && typeof value === 'object' ? value[key] : undefined);
+        const found = [];
+        if (raw.CreationPath !== undefined)
+            found.push('CreationPath');
+        if (raw.Embeddings === 'regenerate')
+            found.push('Embeddings');
+        if (at(raw.Naming, 'Fields') !== undefined)
+            found.push('Naming.Fields');
+        for (const key of ['PreSaveOverrides', 'RestoreAfterSave', 'PostCloneAction']) {
+            if (at(raw.Hooks, key) !== undefined)
+                found.push(`Hooks.${key}`);
+        }
+        if (at(raw.Fields, 'ClearTogether') !== undefined)
+            found.push('Fields.ClearTogether');
+        const scanRelationships = (bag, path) => {
+            for (const [name, policy] of Object.entries(bag ?? {})) {
+                for (const key of ['PreserveSequence', 'IncludeWhen']) {
+                    if (at(policy, key) !== undefined)
+                        found.push(`${path}[${name}].${key}`);
+                }
+            }
+        };
+        scanRelationships(raw.Relationships, 'Relationships');
+        (Array.isArray(raw.Presets) ? raw.Presets : []).forEach((preset, i) => scanRelationships(at(preset, 'Relationships'), `Presets[${String(at(preset, 'Key') ?? i)}].Relationships`));
+        return found.map((path) => ({
+            EntityName: entityName,
+            PropertyPath: path,
+            Message: `'${path}' is not honored in this release of record cloning; it has no effect.`,
+            Severity: 'Warning',
+        }));
+    }
+}
+//# sourceMappingURL=CloneConfigValidator.js.map

package/dist/CloneConfigValidator.js.map

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package/dist/CloneFieldMapper.d.ts

@@ -0,0 +1,103 @@
+/**
+ * @file CloneFieldMapper.ts
+ * Pure 13-stage field mapping pipeline for record cloning.
+ * Maps: Excluded -> NotWritable -> DeniedRead/DeniedCreate -> Copy -> Reset -> Ownership
+ * -> ServerAllocated -> Rename -> Remap -> RemapJSON -> Override -> Prompt -> Rule.
+ * Rules run last, so a derived field (a user's Name from the prompted Email) sees the final
+ * values; request overrides and prompts are refused on fields a rule or reset governs.
+ * @see plans/record-cloning/README.md §7.1, §7.2, §13.1
+ */
+import { CloneFieldChange } from './types.js';
+import { NameTemplateOptions } from './NameTemplate.js';
+import { JsonRemapRule } from './JsonRemapEngine.js';
+export interface FieldMappingFieldMeta {
+    Name: string;
+    IsPrimaryKey: boolean;
+    IsIdentity?: boolean;
+    IsNameField?: boolean;
+    IsUnique?: boolean;
+    RelatedEntityID?: string | null;
+    RelatedEntity?: string | null;
+    RelatedEntityJoinField?: string | null;
+    EntityIDFieldName?: string | null;
+    Type?: string;
+    IsSPParameter?: (forUpdate: boolean) => boolean;
+    DefaultValue?: string | null;
+    AllowsNull?: boolean;
+    IsCreatedAtField?: boolean;
+    IsUpdatedAtField?: boolean;
+    IsSoftDeleteField?: boolean;
+    /** Stored encrypted. Its values are masked wherever a plan leaves the server. */
+    Encrypted?: boolean;
+    /** Column width in characters; 0 or unset means unlimited. */
+    MaxLength?: number;
+}
+/** Whether the mapper renames this field on a clone: the name field, a field called Name, or a unique nvarchar. */
+export declare function IsRenameField(field: FieldMappingFieldMeta): boolean;
+export interface CloneFieldMappingContext {
+    EntityName: string;
+    Fields: FieldMappingFieldMeta[];
+    SourceRecord: Record<string, unknown>;
+    CurrentUserId?: string;
+    KeyMap?: Record<string, string>;
+    NamingOptions?: NameTemplateOptions & {
+        ExistingNames?: Set<string>;
+        /** Values already in use, per field, so a rename avoids them. Takes precedence over `ExistingNames`. */
+        ExistingNamesByField?: Record<string, Set<string>>;
+        UserName?: string;
+    };
+    FieldRules?: {
+        Exclude?: string[];
+        Reset?: Record<string, unknown>;
+        Ownership?: string[];
+        ServerAllocated?: string[];
+        PromptFor?: string[];
+        JsonRemap?: Array<{
+            Field: string;
+            Rules?: JsonRemapRule[];
+            Preset?: 'dashboard-ui-config' | 'scheduled-job-configuration';
+        }>;
+        Rules?: {
+            Rules?: Array<{
+                TargetField?: string;
+                Field?: string;
+                Source?: {
+                    Kind: string;
+                    Field?: string;
+                    Value?: unknown;
+                };
+            }>;
+        };
+    };
+    FLS?: {
+        DeniedReadFields?: string[];
+        DeniedCreateFields?: string[];
+    };
+    /** Request-level field values. Applied only when `RequestFieldsEditable`, and never to a field the configuration governs. */
+    RequestOverrides?: Record<string, unknown>;
+    /** Values the user supplied for `FieldRules.PromptFor` fields. Other fields are ignored. */
+    PromptedValues?: Record<string, unknown>;
+    /** The entity's `UserEditable` allows field edits ('fields' or 'all'). Default true. */
+    RequestFieldsEditable?: boolean;
+    IsRoot?: boolean;
+    NewParentKey?: unknown;
+    HierarchyParentField?: string;
+}
+export interface CloneFieldMappingResult {
+    FieldChanges: CloneFieldChange[];
+    MappedValues: Record<string, unknown>;
+    RequiresIdentitySecondPass: boolean;
+    /** Request values the mapper refused, with why; the planner reports each as a warning. */
+    IgnoredRequestValues: Array<{
+        Field: string;
+        Kind: 'Override' | 'Prompt';
+        Reason: string;
+    }>;
+    /** Rename fields for which no free name fits the column; the planner blocks on these. */
+    NamingFailures: string[];
+}
+/**
+ * Runs the deterministic 12-stage field transformation pipeline on a record.
+ */
+export declare function MapFieldsForClone(ctx: CloneFieldMappingContext): CloneFieldMappingResult;
+//# sourceMappingURL=CloneFieldMapper.d.ts.map

package/dist/CloneFieldMapper.d.ts.map

@@ -0,0 +1 @@
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