@mj-biz-apps/orders-core-entities-server 5.26.0 → 5.28.0

package/dist/IssueInstalmentInvoiceOperation.js

@@ -26,6 +26,12 @@ var __decorate = (this && this.__decorate) || function (decorators, target, key,
  * with the revenue it reduces. All of it inside this transaction, so the number, the stamp and the entry
  * commit or roll back together. It reads nothing itself: the order's lines and the company's
  * sibling rows are read here and passed in.
+ *
+ * ONE DOCUMENT, ONE ENTRY PER PRODUCT COMPANY (golive #311). The row is the order company's and is
+ * invoiced once, but A/R and revenue stay in each product's company (D13). `CompanySlices` divides
+ * the row among the companies whose lines it bills, and each company with a piece gets its own
+ * billing entry, sliced against its own pieces of the schedule, exactly as a per-company row was.
+ * On a single-company order that is one entry, unchanged.
  */
 import { BaseRemotableOperation, LogError, RunView, } from '@memberjunction/core';
 import { RegisterClass } from '@memberjunction/global';
@@ -35,7 +41,7 @@ import { BuildGLAccountResolver, EntityIDFor } from './AccountingBridge.js';
 import { EmitInstalmentInvoiceEntry } from './InstalmentInvoiceEntry.js';
 import { BeginInstalmentIssue, EndInstalmentIssue } from './instalmentIssueGuard.js';
 import { LoadInstalmentCashFacts } from './PaymentAllocationInputs.js';
-import { DepositReleasedByCompany } from './PaymentScheduleBehavior.js';
+import { CompanySlices, DepositReleasedByCompany } from './PaymentScheduleBehavior.js';
 import { OrderJournalEntryFactory } from './OrderJournalEntryFactory.js';
 import { InstalmentDocumentNumber } from './InvoiceBehavior.js';
 import { ExplainShortfalls, ScheduleShortfalls } from './PaymentScheduleBehavior.js';
@@ -46,6 +52,8 @@ const BOOKED_STATUSES = new Set(['Confirmed', 'Posted', 'Fulfilled']);
 /** Entity names the billing-entry factory needs; not in entity-names.ts, matching OrderEntityServer. */
 const CHARGE_TYPE_ENTITY = 'MJ_BizApps_Orders: Charge Types';
 const SUBSCRIPTION_TERM_ENTITY = 'MJ_BizApps_Orders: Subscription Terms';
+/** The order company's piece first, then the others by id: the order the entries are posted in. */
+const companyOrder = (companyID, orderCompany) => (String(companyID).toLowerCase() === orderCompany ? 0 : 1);
 /** A refusal in the operation's own shape, usable outside the class. */
 const refuse = (message, echo = {}) => ({ Success: false, AlreadyInvoiced: false, Message: message, ...echo });
 /**
@@ -70,7 +78,7 @@ export async function IssueInstalment(scheduleID, provider, user) {
         const row = rowResult.Results?.[0];
         if (!row)
             return refuse(`No instalment with ID ${scheduleID}.`);
-        const orderResult = await rv.RunView({ EntityName: ORDER_HEADER_ENTITY, ExtraFilter: `ID = '${RequireUUID(row.OrderHeaderID, 'OrderHeaderID')}'`, Fields: ['ID', 'OrderNumber', 'Status'], ResultType: 'simple' }, user);
+        const orderResult = await rv.RunView({ EntityName: ORDER_HEADER_ENTITY, ExtraFilter: `ID = '${RequireUUID(row.OrderHeaderID, 'OrderHeaderID')}'`, Fields: ['ID', 'OrderNumber', 'Status', 'CompanyID'], ResultType: 'simple' }, user);
         const order = orderResult.Results?.[0];
         if (!order)
             return refuse(`Instalment ${scheduleID} belongs to an order that could not be read.`);
@@ -109,27 +117,30 @@ export async function IssueInstalment(scheduleID, provider, user) {
         if (!lines.Success || !siblings.Success) {
             return refuse(`Could not read order ${order.OrderNumber} to check its schedule: ${lines.ErrorMessage ?? siblings.ErrorMessage ?? 'unknown error'}`, echo);
         }
-        const shortfalls = ScheduleShortfalls(siblings.Results ?? [], lines.Results ?? []);
+        const shortfalls = ScheduleShortfalls(siblings.Results ?? [], lines.Results ?? [], order.CompanyID);
         if (shortfalls.length) {
             const names = new Map((siblings.Results ?? []).map((s) => [String(s.CompanyID).toLowerCase(), s.Company ?? s.CompanyID]));
             return refuse(ExplainShortfalls(order.OrderNumber, shortfalls, (id) => String(names.get(id) ?? id)), echo);
         }
-        // Position is stable: companies in ID order (as the document builder sorts them), the row's
-        // own InstallmentNumber, and how many instalments its company has.
-        const companyIDs = [...new Set((lines.Results ?? []).map((l) => String(l.CompanyID).toLowerCase()))].sort();
-        const companyIndex = Math.max(0, companyIDs.indexOf(String(row.CompanyID).toLowerCase()));
-        const mine = (s) => String(s.CompanyID).toLowerCase() === String(row.CompanyID).toLowerCase();
+        // The number: the order number, plus the instalment number when the order has more than one
+        // (golive #311). Only a row left over from a per-company schedule (one whose company is not
+        // the order's, kept because that order had already issued under it) keeps the old company
+        // letter, so it cannot collide with what that schedule already issued.
+        const orderCompany = String(order.CompanyID).toLowerCase();
+        const rowCompany = String(row.CompanyID).toLowerCase();
+        const lineCompanyIDs = [...new Set((lines.Results ?? []).map((l) => String(l.CompanyID).toLowerCase()))].sort();
+        const legacyCompanyRow = rowCompany !== orderCompany;
+        const companyIndex = legacyCompanyRow ? Math.max(0, lineCompanyIDs.indexOf(rowCompany)) : 0;
+        const companyCount = legacyCompanyRow ? Math.max(1, lineCompanyIDs.length) : 1;
+        const mine = (s) => String(s.CompanyID).toLowerCase() === rowCompany;
         // THE COUNT INCLUDES CANCELLED ROWS, DELIBERATELY (golive #242, Robert). The suffix exists
         // to disambiguate, and a cancelled instalment does not give its number back: archiving an
         // invoice in Bill.com keeps the number, and re-presenting it 422s as a duplicate. Counting
-        // only live rows meant that cancelling a company's single instalment and adding a
-        // replacement produced the bare ORD-1234 a second time — the same number on two documents,
-        // one of which the customer may already hold.
+        // only live rows meant that cancelling a single instalment and adding a replacement produced
+        // the bare ORD-1234 a second time — the same number on two documents, one of which the
+        // customer may already hold.
         const companyRows = (siblings.Results ?? []).filter(mine);
-        // The billing slice, by contrast, is taken against LIVE rows only: a cancelled instalment
-        // bills nothing and must not take a share of any line.
-        const live = companyRows.filter((s) => s.Status !== 'Canceled');
-        const documentNumber = InstalmentDocumentNumber(order.OrderNumber, companyIndex, Math.max(1, companyIDs.length), Number(row.InstallmentNumber), companyRows.length);
+        const documentNumber = InstalmentDocumentNumber(order.OrderNumber, companyIndex, companyCount, Number(row.InstallmentNumber), companyRows.length);
         // AND REFUSE IF THAT NUMBER IS ALREADY ON THE ORDER. The count rule above prevents the
         // collision this ticket found; this catches every other route to one — a hand-stamped row,
         // an imported schedule, a renumbering — before the number is frozen and sent, rather than
@@ -155,15 +166,38 @@ export async function IssueInstalment(scheduleID, provider, user) {
             return refuse(`Could not read order ${order.OrderNumber}'s lines to bill this instalment: ${lineEntities.ErrorMessage ?? 'unknown error'}`, echo);
         }
         const factory = new OrderJournalEntryFactory(await BuildGLAccountResolver(provider, user), EntityIDFor(ORDER_LINE_ENTITY), EntityIDFor(SUBSCRIPTION_TERM_ENTITY), EntityIDFor(CHARGE_TYPE_ENTITY), provider, user);
-        let instalmentLines;
+        // The row divided among the product companies whose lines it bills (golive #311). Each
+        // company's billing slice is taken against ITS pieces of the live rows, in InstallmentNumber
+        // order, so every instalment's pieces of a line sum to that line's full amount. A cancelled
+        // instalment bills nothing and takes no share of any line.
+        const liveRows = (siblings.Results ?? []).filter((s) => s.Status !== 'Canceled');
+        const slices = CompanySlices(liveRows, lines.Results ?? [], order.CompanyID);
+        const pieces = slices
+            .filter((s) => String(s.ID).toLowerCase() === String(row.ID).toLowerCase() && Number(s.Amount) !== 0)
+            .sort((a, b) => companyOrder(a.CompanyID, orderCompany) - companyOrder(b.CompanyID, orderCompany) || a.CompanyID.localeCompare(b.CompanyID));
+        const billings = [];
         try {
-            instalmentLines = await factory.BuildInstalmentLineFacts(lineEntities.Results ?? [], row.CompanyID, invoiceDay);
+            for (const piece of pieces) {
+                const company = String(piece.CompanyID);
+                const companyLines = await factory.BuildInstalmentLineFacts(lineEntities.Results ?? [], company, invoiceDay);
+                if (!companyLines.length)
+                    continue;
+                billings.push({
+                    CompanyID: company,
+                    Amount: Number(piece.Amount),
+                    Siblings: slices
+                        .filter((s) => String(s.CompanyID).toLowerCase() === company.toLowerCase())
+                        .sort((a, b) => Number(a.InstallmentNumber) - Number(b.InstallmentNumber))
+                        .map((r) => ({ ID: r.ID, InstallmentNumber: Number(r.InstallmentNumber), Amount: Number(r.Amount), Status: r.Status })),
+                    Lines: companyLines,
+                });
+            }
         }
         catch (err) {
             return refuse(err instanceof Error ? err.message : String(err), echo);
         }
-        if (!instalmentLines.length) {
-            return refuse(`Order ${order.OrderNumber} has no lines for the company this instalment bills, so there is nothing to invoice.`, echo);
+        if (!billings.length) {
+            return refuse(`Order ${order.OrderNumber} has no lines for this instalment to bill, so there is nothing to invoice.`, echo);
         }
         // The entity refuses an issue it did not send (D91). Held across EVERY save below, since the
         // later ones stamp a row that is by then already Invoiced, and released in the `finally`
@@ -188,30 +222,30 @@ export async function IssueInstalment(scheduleID, provider, user) {
             if (!(await entity.Save())) {
                 throw new Error(entity.LatestResult?.CompleteMessage ?? 'The instalment could not be updated.');
             }
-            const depositApplied = DepositReleasedByCompany(depositsBefore, await LoadInstalmentCashFacts(runView, user, order.ID)).get(String(row.CompanyID).toLowerCase()) ?? 0;
-            const { JournalEntryID: journalEntryID, BilledByLine } = await EmitInstalmentInvoiceEntry({
-                OrderHeaderPaymentScheduleID: row.ID,
-                OrderHeaderID: order.ID,
-                OrderNumber: order.OrderNumber,
-                CompanyID: row.CompanyID,
-                InstallmentNumber: Number(row.InstallmentNumber),
-                DocumentNumber: documentNumber,
-                Amount: Number(row.Amount),
-                InvoiceDay: invoiceDay,
-                DepositApplied: depositApplied,
-                // `live` is this company's non-Canceled rows; the billing slice is taken
-                // against them in InstallmentNumber order so every instalment's pieces of a
-                // line sum to that line's full amount.
-                Siblings: [...live]
-                    .sort((a, b) => Number(a.InstallmentNumber) - Number(b.InstallmentNumber))
-                    .map((r) => ({
-                    ID: r.ID,
-                    InstallmentNumber: Number(r.InstallmentNumber),
-                    Amount: Number(r.Amount),
-                    Status: r.Status,
-                })),
-                Lines: instalmentLines,
-            }, provider, user);
+            const released = DepositReleasedByCompany(depositsBefore, await LoadInstalmentCashFacts(runView, user, order.ID));
+            // One billing entry per product company. The row records the first: the order company's
+            // when it has lines, otherwise the first company's. Every entry links to the row
+            // (LinkedRecordID), so the others are found from it.
+            let journalEntryID = null;
+            const billedByLine = new Map();
+            for (const billing of billings) {
+                const result = await EmitInstalmentInvoiceEntry({
+                    OrderHeaderPaymentScheduleID: row.ID,
+                    OrderHeaderID: order.ID,
+                    OrderNumber: order.OrderNumber,
+                    CompanyID: billing.CompanyID,
+                    InstallmentNumber: Number(row.InstallmentNumber),
+                    DocumentNumber: documentNumber,
+                    Amount: billing.Amount,
+                    InvoiceDay: invoiceDay,
+                    DepositApplied: released.get(billing.CompanyID.toLowerCase()) ?? 0,
+                    Siblings: billing.Siblings,
+                    Lines: billing.Lines,
+                }, provider, user);
+                journalEntryID = journalEntryID ?? result.JournalEntryID;
+                for (const [lineID, billed] of result.BilledByLine)
+                    billedByLine.set(lineID, billed);
+            }
             if (journalEntryID) {
                 // Reloaded first: the rollup rewrote AmountPaid and Status when the row became
                 // billed (a fully prepaid row is Paid by now), and saving the stale copy would write
@@ -227,7 +261,7 @@ export async function IssueInstalment(scheduleID, provider, user) {
             // summary of itself, so they are written by the same act that books the entry and roll
             // back with it. A separate writer — a trigger, a later sweep — is how a total and the
             // journal lines it summarises drift apart, and nothing downstream would report it.
-            for (const [orderLineID, billed] of BilledByLine) {
+            for (const [orderLineID, billed] of billedByLine) {
                 // Signed: a reversal line's piece is negative and must still be applied, so the
                 // guard is "did this bill anything", not "is it positive".
                 if (billed === 0)

package/dist/IssueInstalmentInvoiceOperation.js.map

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package/dist/OrderEntityServer.d.ts

@@ -27,13 +27,34 @@
  *   OP:       'Accounting.CreateJournalEntries' (@mj-biz-apps/accounting-core-entities-server)
  */
 import { EntitySaveOptions, ValidationResult } from '@memberjunction/core';
-import { OrderHeaderEntity } from '@mj-biz-apps/orders-entities';
+import { OrderHeaderEntity, mjBizAppsOrdersOrderLineEntity } from '@mj-biz-apps/orders-entities';
 import { type ManualDiscountRequest, type RequestedCharge } from '@mj-biz-apps/orders-entities';
+import { type CoverageOverlap, type CoverageOverlapDecision } from './SubscriptionBehavior.js';
+/** A subscription line whose term overlaps coverage in its family, as a preview reports it. */
+export interface LineCoverageOverlap {
+    Line: mjBizAppsOrdersOrderLineEntity;
+    Decision: CoverageOverlapDecision;
+    Overlaps: CoverageOverlap[];
+}
 export declare class OrderEntityServer extends OrderHeaderEntity {
     /** An approved Terms concession, applied by ./PaymentTermsChange.ts, is the only change to a confirmed order's terms. */
     protected PaymentTermsChangeSanctioned(): boolean;
     /** Price decompositions produced during this save, written once the lines have IDs (D69). */
     private _priceComponents;
+    /** Lines the renewal pass priced, with the price it wrote; see {@link MarkRenewalPriced}. */
+    private _renewalPricedLines;
+    /**
+     * Record that the renewal pass priced this line (golive #304).
+     *
+     * A renewal is priced from the prior term, not today's list: a lapsed discount, a grandfathered
+     * price raised by the annual increase. That can sit below the engine's price, and it is the
+     * price finance chose, not a concession someone typed. While the line still carries the price
+     * the pass wrote, the concession gate and the below-engine review treat it as engine-priced.
+     * Change the price and both judge it as usual.
+     */
+    MarkRenewalPriced(line: mjBizAppsOrdersOrderLineEntity): void;
+    /** True for a line the renewal pass priced whose price is unchanged; matched by entity or saved ID. */
+    private isUneditedRenewalPrice;
     /** Why a line owes no tax, by line index — written as a zero-amount component (D73). */
     private _taxReasons;
     private _manualDiscounts;
@@ -644,12 +665,24 @@ export declare class OrderEntityServer extends OrderHeaderEntity {
      * the persistence, inside the caller's transaction.
      */
     private materializeSubscriptions;
+    /**
+     * The subscription lines of this draft whose terms overlap coverage in their family, and what
+     * confirm will do with each (golive #276). Writes nothing.
+     *
+     * Runs the same decision pass confirm runs, over the SAVED lines. Lines a bundle would add at
+     * confirm are not expanded here, so a band sold inside a bundle is caught at confirm only.
+     */
+    PreviewCoverageOverlaps(): Promise<LineCoverageOverlap[]>;
     /**
      * Evaluate the subscription rules for every pending line, BEFORE any of them is inserted.
      *
      * Pure with respect to this app's tables — it reads the catalog and any existing subscription,
      * then asks the behaviour what to do. Nothing is written, so a rules rejection aborts the
      * confirm before a single line exists.
+     *
+     * `preview` turns refusals into answers: a line the rules reject is skipped, and every line
+     * whose term overlaps coverage in its family is collected there instead of throwing. That is
+     * how `Orders.CheckCoverageOverlap` asks the same question confirm does without confirming.
      */
     private decideSubscriptions;
     /**
@@ -738,7 +771,35 @@ export declare class OrderEntityServer extends OrderHeaderEntity {
      * the same product under an `AllowMultiple` type.
      */
     private findExistingSubscription;
-    /** Load a subscription plus the end and number of its latest term, by whatever filter. */
+    /**
+     * The subscription filter for a dedupe match, or null when it names nobody.
+     *
+     * Match on exactly the axes the BenefitModel says define a duplicate (`DedupeMatch`). An
+     * org-held type ignores the stored person entirely (one company membership, however many
+     * employees, whoever the order named as its contact); a seat type matches BOTH, so two seats
+     * for two people never collide.
+     */
+    private holderFilter;
+    /** Family names by ID, for the overlap message. One read for every family on the order. */
+    private loadFamilyNames;
+    /**
+     * Terms that cover this holder under OTHER bands of the product's family and end on or after
+     * `start` (golive #276). Terms after `end` are included so the caller can say when coverage
+     * runs out.
+     *
+     * Bands are the family's other products in the product's own company. A subscription counts
+     * unless it is Migrated, and its terms count unless they are Canceled or Lapsed. A Canceled
+     * subscription still counts: cancelling stamps one term and leaves the subscription's access
+     * running to `Subscription.EndDate`, so its Canceled term counts through that date, and any
+     * term it did not stamp counts in full.
+     */
+    private loadFamilyCoverage;
+    /**
+     * Load a subscription plus the end and number of its latest term, by whatever filter.
+     *
+     * When the filter matches several, the most live one wins: Active or Trialing, then Paused,
+     * then Canceled, then the rest; among equals, one stored for `personID`, then the newest.
+     */
     private loadSubscriptionState;
     private createSubscription;
     /**
@@ -749,7 +810,14 @@ export declare class OrderEntityServer extends OrderHeaderEntity {
      * worth having; a `SubscriptionEvent` table nobody writes to is just schema.
      */
     private logSubscriptionEvent;
-    /** Extension or reactivation — the term is what changes; the subscription just re-activates. */
+    /**
+     * Extension or reactivation — the term is what changes; the subscription just re-activates.
+     *
+     * `renewedOnto` is the product a renewal line names. When it is not the subscription's product,
+     * the subscription moved to a successor at renewal (golive #304), and from this term on it is a
+     * subscription to the successor: its product and type follow, so the next renewal, entitlement
+     * checks and reports all read the product the customer now holds.
+     */
     private touchExistingSubscription;
     /**
      * Mint the next `SUB-{seq}` from the SubscriptionSequence singleton.

package/dist/OrderEntityServer.d.ts.map

@@ -1 +1 @@
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