@mj-biz-apps/contracts-ng 0.4.2 → 0.5.0

package/dist/lib/data/entity-names.d.ts

@@ -42,5 +42,30 @@ export declare const MJC_FOREIGN_ENTITIES: {
      * picker does not render — a supported state, not a failure.
      */
     readonly Deal: "MJ_BizApps_Sales: Deals";
+    /**
+     * bizapps-tasks. Read for the "To process" tile and the "Has open task" pill — the finance flow
+     * (S-US2 / C-US2) is task-driven, which is why `mj-app.json` declares tasks a real dependency
+     * rather than an optional read.
+     *
+     * ⚠ These belong in `@mj-biz-apps/tasks-entities` and are here only because that package exports
+     * generated entity subclasses and nothing else — the names live as private consts scattered
+     * across four repos today. When tasks exports them, delete these three and import instead.
+     */
+    readonly Task: "MJ_BizApps_Tasks: Tasks";
+    readonly TaskLink: "MJ_BizApps_Tasks: Task Links";
+    readonly TaskType: "MJ_BizApps_Tasks: Task Types";
+};
+/**
+ * Stored queries this app owns, addressed by name the way entities are.
+ *
+ * `RunQuery` resolves by NAME plus category path, so these strings carry the same typo hazard the
+ * entity names do — wrong by one character and the tile renders an em dash at runtime with nothing
+ * failing to compile. The rows live in `metadata/queries/`; the category in `metadata/query-categories/`.
+ */
+export declare const MJC_QUERIES: {
+    /** Distinct customers with an in-force modified agreement, and how many contracts that spans. */
+    readonly SpecialTerms: "Contracts Special Terms";
 };
+/** The category every query above hangs under — `RunQuery`'s `CategoryPath`. */
+export declare const MJC_QUERY_CATEGORY = "Contracts";
 //# sourceMappingURL=entity-names.d.ts.map

package/dist/lib/data/entity-names.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"entity-names.d.ts","sourceRoot":"","sources":["../../../src/lib/data/entity-names.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;GAWG;AAEH,kCAAkC;AAClC,eAAO,MAAM,YAAY;;;;;;;CAOf,CAAC;AAEX,iGAAiG;AACjG,eAAO,MAAM,oBAAoB;;;IAG7B,sFAAsF;;IAEtF,4GAA4G;;;;IAI5G;;;;;;;;;;;OAWG;;CAEG,CAAC"}
+{"version":3,"file":"entity-names.d.ts","sourceRoot":"","sources":["../../../src/lib/data/entity-names.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;GAWG;AAEH,kCAAkC;AAClC,eAAO,MAAM,YAAY;;;;;;;CAOf,CAAC;AAEX,iGAAiG;AACjG,eAAO,MAAM,oBAAoB;;;IAG7B,sFAAsF;;IAEtF,4GAA4G;;;;IAI5G;;;;;;;;;;;OAWG;;IAEH;;;;;;;;OAQG;;;;CAIG,CAAC;AAEX;;;;;;GAMG;AACH,eAAO,MAAM,WAAW;IACpB,iGAAiG;;CAE3F,CAAC;AAEX,gFAAgF;AAChF,eAAO,MAAM,kBAAkB,cAAc,CAAC"}

package/dist/lib/data/entity-names.js

@@ -42,5 +42,30 @@ export const MJC_FOREIGN_ENTITIES = {
      * picker does not render — a supported state, not a failure.
      */
     Deal: 'MJ_BizApps_Sales: Deals',
+    /**
+     * bizapps-tasks. Read for the "To process" tile and the "Has open task" pill — the finance flow
+     * (S-US2 / C-US2) is task-driven, which is why `mj-app.json` declares tasks a real dependency
+     * rather than an optional read.
+     *
+     * ⚠ These belong in `@mj-biz-apps/tasks-entities` and are here only because that package exports
+     * generated entity subclasses and nothing else — the names live as private consts scattered
+     * across four repos today. When tasks exports them, delete these three and import instead.
+     */
+    Task: 'MJ_BizApps_Tasks: Tasks',
+    TaskLink: 'MJ_BizApps_Tasks: Task Links',
+    TaskType: 'MJ_BizApps_Tasks: Task Types',
+};
+/**
+ * Stored queries this app owns, addressed by name the way entities are.
+ *
+ * `RunQuery` resolves by NAME plus category path, so these strings carry the same typo hazard the
+ * entity names do — wrong by one character and the tile renders an em dash at runtime with nothing
+ * failing to compile. The rows live in `metadata/queries/`; the category in `metadata/query-categories/`.
+ */
+export const MJC_QUERIES = {
+    /** Distinct customers with an in-force modified agreement, and how many contracts that spans. */
+    SpecialTerms: 'Contracts Special Terms',
 };
+/** The category every query above hangs under — `RunQuery`'s `CategoryPath`. */
+export const MJC_QUERY_CATEGORY = 'Contracts';
 //# sourceMappingURL=entity-names.js.map

package/dist/lib/data/entity-names.js.map

@@ -1 +1 @@
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+{"version":3,"file":"entity-names.js","sourceRoot":"","sources":["../../../src/lib/data/entity-names.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;GAWG;AAEH,kCAAkC;AAClC,MAAM,CAAC,MAAM,YAAY,GAAG;IACxB,QAAQ,EAAE,iCAAiC;IAC3C,YAAY,EAAE,sCAAsC;IACpD,gBAAgB,EAAE,0CAA0C;IAC5D,oBAAoB,EAAE,+CAA+C;IACrE,yBAAyB,EAAE,oDAAoD;IAC/E,4BAA4B,EAAE,uDAAuD;CAC/E,CAAC;AAEX,iGAAiG;AACjG,MAAM,CAAC,MAAM,oBAAoB,GAAG;IAChC,YAAY,EAAE,kCAAkC;IAChD,MAAM,EAAE,2BAA2B;IACnC,sFAAsF;IACtF,OAAO,EAAE,eAAe;IACxB,4GAA4G;IAC5G,IAAI,EAAE,WAAW;IACjB,YAAY,EAAE,qBAAqB;IACnC,oBAAoB,EAAE,8BAA8B;IACpD;;;;;;;;;;;OAWG;IACH,IAAI,EAAE,yBAAyB;IAC/B;;;;;;;;OAQG;IACH,IAAI,EAAE,yBAAyB;IAC/B,QAAQ,EAAE,8BAA8B;IACxC,QAAQ,EAAE,8BAA8B;CAClC,CAAC;AAEX;;;;;;GAMG;AACH,MAAM,CAAC,MAAM,WAAW,GAAG;IACvB,iGAAiG;IACjG,YAAY,EAAE,yBAAyB;CACjC,CAAC;AAEX,gFAAgF;AAChF,MAAM,CAAC,MAAM,kBAAkB,GAAG,WAAW,CAAC"}

package/dist/lib/data/task-filters.d.ts

@@ -0,0 +1,66 @@
+/**
+ * @fileoverview The one definition of "this contract has an open processing task".
+ *
+ * WHY THIS IS A FILE AND NOT TWO INLINE STRINGS. The dashboard's "To process" tile and the All
+ * Contracts "Has open task" pill must count the same rows — the tile's entire promise is that
+ * clicking it lands on the list it just counted. Written twice they agree until one is edited, and
+ * the failure is silent: a tile saying 7 over a list showing 5 reads as a stale page rather than a
+ * bug. One exported builder, two callers.
+ *
+ * ## Why a correlated subquery rather than three reads
+ *
+ * Tasks live in ANOTHER APP's schema, and `Task Links` carries `EntityID` / `RecordID` while the
+ * status and due date live on `Tasks`. There is no single view to filter, so the alternatives are a
+ * SQL `EXISTS` inside `ExtraFilter`, or reading task ids into memory and passing `ID IN (…)`. The
+ * second is not a worklist filter — an `IN` list has to be capped, and a capped filter quietly hides
+ * work, which is the one thing a work queue must not do.
+ *
+ * `ExtraFilter` is raw SQL appended to the base view's WHERE, so the subquery is legal. MJ screens
+ * it with a keyword denylist (`DatabaseProviderBase.ValidateUserProvidedSQLClause`) covering
+ * `insert / update / delete / exec / drop / -- / union / xp_ / ; / waitfor` — `SELECT`, `EXISTS` and
+ * `JOIN` are not on it. (The stricter validator that DOES block `EXISTS` governs aggregate
+ * expressions, not filters.) The base view is selected without an alias, so `vwContracts.ID` is a
+ * legal correlated reference.
+ *
+ * ## ⚠ Two consequences worth knowing before this pattern spreads
+ *
+ * **It bypasses MJ's permission and RLS model for Tasks.** MJ applies entity permissions and row
+ * filters to the entity being *read* — here, Contracts. Nothing checks the reader against Tasks, so
+ * a user with no access to Tasks still gets a count shaped by them. That is an acceptable trade for
+ * a COUNT of the reader's own contracts, and it is the reason not to extend this to reading task
+ * rows: the moment task content reaches the screen, it must go through a Tasks read.
+ *
+ * **Nothing here is hardcoded except the type code.** Schema and view names come from MJ's metadata
+ * rather than string literals, so an app that is not installed produces `null` (and a dashboard tile
+ * that renders "—") instead of SQL naming a schema that does not exist.
+ *
+ * @module @mj-biz-apps/contracts-ng
+ */
+import { type IMetadataProvider } from '@memberjunction/core';
+/**
+ * The task type sales raises on Close-Won for finance to work through.
+ *
+ * Addressed by CODE, not by name or id: the row is seeded by bizapps-sales
+ * (`metadata/task-types/.task-types.json`) and `CloseWonTaskService` writes this exact code, so the
+ * code is the contract between the two apps. A display name is content and can be edited; an id
+ * differs per database.
+ */
+export declare const MJC_TASK_CODE_CONTRACT_PROCESSING = "CONTRACT_PROCESSING";
+/** The two filter fragments the dashboard and the pill share. */
+export interface MJCOpenTaskFilters {
+    /** Contracts with at least one open Contract Processing task. */
+    HasOpenTask: string;
+    /** The same, narrowed to tasks whose due date has passed. */
+    HasOverdueTask: string;
+}
+/**
+ * Build the shared fragments, or `null` when they cannot be built.
+ *
+ * `null` is returned — rather than a filter that matches nothing — when bizapps-tasks is not
+ * installed, or when the CONTRACT_PROCESSING type row is missing. The distinction matters at the
+ * call site: a filter matching nothing renders a confident `0`, while `null` lets the caller render
+ * "—". "We cannot tell" and "there is no work" are different answers, and only one of them is safe
+ * to show a person whose job is working the queue.
+ */
+export declare function BuildOpenTaskFilters(provider?: IMetadataProvider | null): Promise<MJCOpenTaskFilters | null>;
+//# sourceMappingURL=task-filters.d.ts.map

package/dist/lib/data/task-filters.d.ts.map

@@ -0,0 +1 @@
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package/dist/lib/data/task-filters.js

@@ -0,0 +1,124 @@
+/**
+ * @fileoverview The one definition of "this contract has an open processing task".
+ *
+ * WHY THIS IS A FILE AND NOT TWO INLINE STRINGS. The dashboard's "To process" tile and the All
+ * Contracts "Has open task" pill must count the same rows — the tile's entire promise is that
+ * clicking it lands on the list it just counted. Written twice they agree until one is edited, and
+ * the failure is silent: a tile saying 7 over a list showing 5 reads as a stale page rather than a
+ * bug. One exported builder, two callers.
+ *
+ * ## Why a correlated subquery rather than three reads
+ *
+ * Tasks live in ANOTHER APP's schema, and `Task Links` carries `EntityID` / `RecordID` while the
+ * status and due date live on `Tasks`. There is no single view to filter, so the alternatives are a
+ * SQL `EXISTS` inside `ExtraFilter`, or reading task ids into memory and passing `ID IN (…)`. The
+ * second is not a worklist filter — an `IN` list has to be capped, and a capped filter quietly hides
+ * work, which is the one thing a work queue must not do.
+ *
+ * `ExtraFilter` is raw SQL appended to the base view's WHERE, so the subquery is legal. MJ screens
+ * it with a keyword denylist (`DatabaseProviderBase.ValidateUserProvidedSQLClause`) covering
+ * `insert / update / delete / exec / drop / -- / union / xp_ / ; / waitfor` — `SELECT`, `EXISTS` and
+ * `JOIN` are not on it. (The stricter validator that DOES block `EXISTS` governs aggregate
+ * expressions, not filters.) The base view is selected without an alias, so `vwContracts.ID` is a
+ * legal correlated reference.
+ *
+ * ## ⚠ Two consequences worth knowing before this pattern spreads
+ *
+ * **It bypasses MJ's permission and RLS model for Tasks.** MJ applies entity permissions and row
+ * filters to the entity being *read* — here, Contracts. Nothing checks the reader against Tasks, so
+ * a user with no access to Tasks still gets a count shaped by them. That is an acceptable trade for
+ * a COUNT of the reader's own contracts, and it is the reason not to extend this to reading task
+ * rows: the moment task content reaches the screen, it must go through a Tasks read.
+ *
+ * **Nothing here is hardcoded except the type code.** Schema and view names come from MJ's metadata
+ * rather than string literals, so an app that is not installed produces `null` (and a dashboard tile
+ * that renders "—") instead of SQL naming a schema that does not exist.
+ *
+ * @module @mj-biz-apps/contracts-ng
+ */
+import { Metadata } from '@memberjunction/core';
+import { MJC_ENTITIES, MJC_FOREIGN_ENTITIES } from './entity-names';
+import { ScopedRunView } from './provider';
+/**
+ * The task type sales raises on Close-Won for finance to work through.
+ *
+ * Addressed by CODE, not by name or id: the row is seeded by bizapps-sales
+ * (`metadata/task-types/.task-types.json`) and `CloseWonTaskService` writes this exact code, so the
+ * code is the contract between the two apps. A display name is content and can be edited; an id
+ * differs per database.
+ */
+export const MJC_TASK_CODE_CONTRACT_PROCESSING = 'CONTRACT_PROCESSING';
+/** Statuses that mean the task is done with, in the Tasks app's own vocabulary. */
+const CLOSED_TASK_STATUSES = ['Completed', 'Cancelled'];
+/**
+ * Build the shared fragments, or `null` when they cannot be built.
+ *
+ * `null` is returned — rather than a filter that matches nothing — when bizapps-tasks is not
+ * installed, or when the CONTRACT_PROCESSING type row is missing. The distinction matters at the
+ * call site: a filter matching nothing renders a confident `0`, while `null` lets the caller render
+ * "—". "We cannot tell" and "there is no work" are different answers, and only one of them is safe
+ * to show a person whose job is working the queue.
+ */
+export async function BuildOpenTaskFilters(provider) {
+    const entities = (provider ?? Metadata.Provider)?.Entities ?? [];
+    const contracts = entities.find((e) => e.Name === MJC_ENTITIES.Contract);
+    const taskLinks = entities.find((e) => e.Name === MJC_FOREIGN_ENTITIES.TaskLink);
+    const tasks = entities.find((e) => e.Name === MJC_FOREIGN_ENTITIES.Task);
+    // Any of these missing means the Tasks app is not on this host. Not an error — contracts is
+    // installable without it, and the tile simply has nothing to say.
+    if (!contracts?.ID || !taskLinks?.BaseView || !tasks?.BaseView)
+        return null;
+    const typeID = await resolveContractProcessingTypeID(provider);
+    if (!typeID)
+        return null;
+    const linkView = qualified(taskLinks.SchemaName, taskLinks.BaseView);
+    const taskView = qualified(tasks.SchemaName, tasks.BaseView);
+    const contractView = qualified(contracts.SchemaName, contracts.BaseView);
+    const closed = CLOSED_TASK_STATUSES.map((s) => `'${s}'`).join(',');
+    /**
+     * `RecordID` is nvarchar — it holds a primary key of any shape, since a link can point at any
+     * entity — so the contract's uniqueidentifier is CAST rather than compared directly. Without the
+     * cast SQL Server applies its own conversion and the comparison becomes non-sargable at best.
+     */
+    const exists = (extra) => `EXISTS (SELECT 1 FROM ${linkView} tl ` +
+        `INNER JOIN ${taskView} t ON t.ID = tl.TaskID ` +
+        `WHERE tl.RecordID = CAST(${contractView}.ID AS nvarchar(255)) ` +
+        `AND tl.EntityID = '${contracts.ID}' ` +
+        `AND t.TypeID = '${typeID}' ` +
+        `AND t.Status NOT IN (${closed})${extra})`;
+    return {
+        HasOpenTask: exists(''),
+        // Date, not datetime: "overdue" is a whole-day judgement, and comparing against the current
+        // instant would call a task due later today overdue all morning.
+        HasOverdueTask: exists(' AND t.DueAt < CAST(GETUTCDATE() AS date)'),
+    };
+}
+/**
+ * Code → id, once.
+ *
+ * The Tasks base view exposes the type's NAME but not its CODE, so the id cannot be reached by
+ * filtering Tasks directly — it takes a read against Task Types. Comparing on the name instead would
+ * make an editable label load-bearing.
+ */
+async function resolveContractProcessingTypeID(provider) {
+    try {
+        const result = await ScopedRunView(provider).RunView({
+            EntityName: MJC_FOREIGN_ENTITIES.TaskType,
+            ExtraFilter: `Code = '${MJC_TASK_CODE_CONTRACT_PROCESSING}'`,
+            ResultType: 'simple',
+            Fields: ['ID'],
+            MaxRows: 1,
+        });
+        return result?.Success ? (result.Results?.[0]?.ID ?? null) : null;
+    }
+    catch {
+        // The entity exists but could not be read — same answer as "not installed" from here, and the
+        // caller renders "—" either way.
+        return null;
+    }
+}
+/** `[schema].[view]`, with the schema omitted when metadata does not carry one. */
+function qualified(schema, view) {
+    return schema ? `[${schema}].[${view}]` : `[${view}]`;
+}
+//# sourceMappingURL=task-filters.js.map

package/dist/lib/data/task-filters.js.map

@@ -0,0 +1 @@
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package/dist/lib/form-panels/contract-form.panels.d.ts

@@ -1,3 +1,19 @@
+/**
+ * @fileoverview Contract form body — Overview plus organized rail sections.
+ *
+ * Replaces leftover generated field dumps (Contract Details, Stakeholders, Provenance,
+ * Lifecycle, Notes) with:
+ *   Overview (exec briefing) · Agreement · Parties · Dates · Renewal · Notes
+ *   Modifications · Lineage · Re-papering · Provenance
+ *
+ * Dates / Renewal / Lineage / Re-papering already live in sibling files.
+ * Files on a contract are MJ's stock attachments (form toolbar), not a custom Documents section.
+ * `contributionKey` equals each panel's `SectionKey`. Overview is the only
+ * `inclusion: 'Primary'` so it leads; the rest sort into the related band by sortKey.
+ *
+ * @module @mj-biz-apps/contracts-ng
+ */
+import { type OnInit } from '@angular/core';
 import { BaseFormPanel } from '@memberjunction/ng-base-forms';
 import type { AfterDataLoadEventArgs } from '@memberjunction/ng-entity-viewer';
 import { ContractEntity, type ContractState, type DealOption } from '@mj-biz-apps/contracts-entities';
@@ -57,8 +73,71 @@ export declare class MJCContractOverviewPanel extends BaseFormPanel<ContractEnti
     static ɵfac: i0.ɵɵFactoryDeclaration<MJCContractOverviewPanel, never>;
     static ɵcmp: i0.ɵɵComponentDeclaration<MJCContractOverviewPanel, "mjc-contract-overview-panel", never, {}, {}, never, never, true, never>;
 }
-export declare class MJCContractAgreementPanel extends BaseFormPanel<ContractEntity> {
+export declare class MJCContractAgreementPanel extends BaseFormPanel<ContractEntity> implements OnInit {
+    private readonly cdr;
     readonly Fields: ContractFieldSpec[];
+    /**
+     * The template ID this panel last put in the field — how it tells its own default from a choice.
+     *
+     * Session-local on purpose: it is never read from the record, because the record cannot say who
+     * wrote a value into it. See `MayWriteDefaultTemplate`, which owns what it means.
+     */
+    private lastDefaultedID;
+    /**
+     * A contract that arrives with its type already set — Explorer's `NewRecordValues`, or a New
+     * clicked from a type-scoped list — gets its template here, before the form is ever drawn.
+     *
+     * The commoner path is a person choosing the type by hand, which never reaches `ngOnInit` and is
+     * why `OnFieldValueChange` exists too. Both call the same method; neither is sufficient alone.
+     */
+    ngOnInit(): Promise<void>;
+    /**
+     * Re-decide the template whenever the CONTRACT TYPE changes (golive #218).
+     *
+     * `mj-form-field` emits this from its value setter, so it fires for a person's edit and NOT for
+     * the programmatic assignment below — writing `Record.ContractTemplateID` directly bypasses the
+     * setter. That asymmetry is what keeps this from re-entering itself.
+     */
+    OnFieldValueChange(event: {
+        FieldName: string;
+    }): Promise<void>;
+    /**
+     * Put the current standard-terms version in the field, if we are allowed to.
+     *
+     * THE CHEAP HALF OF THE RULE RUNS FIRST. `RecordWantsDefaultTemplate` needs no database, and it
+     * is false for every saved contract — so opening an existing agreement costs no extra query at
+     * all, and the full rule is still evaluated in one place, on `ShouldDefaultTemplate`, before
+     * anything is written.
+     */
+    private defaultTemplate;
+    /**
+     * Does the contract's current type say its terms live in a template — `TemplateRequired`?
+     *
+     * READ FROM THE FLAG, NEVER FROM THE TYPE'S NAME. The columns on `ContractType` exist precisely
+     * so no code branches on a name someone can rename; `ContractEntityServer` reads the same flag
+     * to decide whether to REQUIRE the template this defaults.
+     *
+     * THREE-WAY, AND THE THIRD CASE IS LOAD-BEARING. `false` now means "this type does not want a
+     * template", which WITHDRAWS one this panel defaulted — so a read that failed must not be folded
+     * into it. It was `boolean` while defaulting was the only outcome, where swallowing a failure as
+     * `false` merely declined to act; under the withdrawal it would quietly take away a default on
+     * the strength of a query that never answered.
+     *
+     *   · `true`  — the type requires a template
+     *   · `false` — the type does not, or there is no type at all: both known answers
+     *   · `null`  — could not tell, and the caller does nothing in either direction
+     */
+    private typeRequiresTemplate;
+    /**
+     * The newest Published, usable template — the one a new contract should start on.
+     *
+     * A FAILED OR EMPTY READ IS SILENT, and deliberately so. This is a convenience: the field stays
+     * empty, the picker still works, and the server still refuses a save with no template when the
+     * type demands one — which is the message the user needs and the one they would already get.
+     * Announcing "could not default a template" on a form nobody has filled in yet reports our own
+     * plumbing as the user's problem.
+     */
+    private currentTemplateID;
     static ɵfac: i0.ɵɵFactoryDeclaration<MJCContractAgreementPanel, never>;
     static ɵcmp: i0.ɵɵComponentDeclaration<MJCContractAgreementPanel, "mjc-contract-agreement-panel", never, {}, {}, never, never, true, never>;
 }

package/dist/lib/form-panels/contract-form.panels.d.ts.map

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