@mj-biz-apps/orders-core-entities-server 5.29.0 → 5.31.0

package/README.md

@@ -1,50 +1,62 @@
 # `@mj-biz-apps/orders-core-entities-server`
 
-**Every rule that decides money lives here.** Entity subclasses that override `Save()`, the pure
-engines they call, and the remotable operations that expose multi-step work.
+**The server half of the rules that decide money.** Entity subclasses that override `Save()` or
+validation, the engines behind booking, GL resolution, payments and subscriptions, and the remote
+operations that expose multi-step work.
+
+The pricing engine — price resolution, promotions, charges and tax — is not here. It lives in
+`@mj-biz-apps/orders-entities` (`packages/Entities/src/pricing/`), so the browser can price an order
+with the same code that books it, and this package re-exports it for server callers.
 
 This package is server-only. Import it from the server bootstrap so its `@RegisterClass` decorators
 fire — nothing here is reachable until they do.
 
 ---
 
-## The shape: pure core, server shell
+## The shape: pure core, database shell
 
 Each domain is split in two, and the split is deliberate rather than tidy.
 
-| Pure (no DB, no entities) | Server (needs a database) |
-|---|---|
-| `PricingBehavior` | `PriceResolver` |
-| `PromotionBehavior` | `PromotionEngine` |
-| `ChargeBehavior` | `ChargeEngine` |
-| `SubscriptionBehavior` | `OrderEntityServer` |
-| `TaxResolver` *(the walk)* | `TaxResolver` *(the lookups)* |
+| Pure (no DB, no entities) | Needs a database | Package |
+|---|---|---|
+| `PricingBehavior` | `PriceResolver` | orders-entities |
+| `PromotionBehavior` | `PromotionEngine` | orders-entities |
+| `ChargeBehavior` | `ChargeEngine` | orders-entities |
+| `TaxResolver` *(the walk)* | `TaxResolver` *(the lookups)* | orders-entities |
+| `SubscriptionBehavior` | `OrderEntityServer` | this package |
 
 **Why:** the arithmetic is where the money is, and money should be provable without a database. Two
 10% promotions are 19% or 20% depending on one setting; a Volume band and a Tiered band give 800 and
 900 for identical inputs. Those facts are asserted in unit tests that run in milliseconds, and the
-server half is then only responsible for finding the right rows.
+database half is then only responsible for finding the right rows. `OrderPricingService` runs the
+four pricing stages in order, for `Save()` and for `Orders.PriceOrder` alike.
 
 ## The order confirm, end to end
 
-`OrderEntityServer.Save()` is the spine. Everything happens in ONE transaction:
+`OrderEntityServer.Save()` is the spine. Everything happens in ONE transaction. In outline (the
+method has the full sequence):
 
 ```
 BeginTransaction
-  assign OrderNumber
-  save the header
+  delete lines the caller removed
+  expand bundles into their component lines
+  decide subscriptions
   ── per line, IN MEMORY ─────────────────────────────
      proration (subscription terms)
      event service period
-     price resolution            → UnitPrice, ProductPriceID
-  decide promotions              → DiscountAmount
-  decide charges + resolve tax   → LineTax, ChargeAmount
+  OrderPricingService: price → promotions → charges → tax
+                                 → UnitPrice, DiscountAmount, ChargeAmount, LineTax
   ── persist ─────────────────────────────────────────
+     save the header (a new order gets its OrderNumber here)
      save lines
      write adjustment + charge + component rows
+  check the total the caller was shown, if it sent one
   materialize subscriptions
   book journal entries
+  issue instalments already due
   create the initial payment
+  grant entitlements
+  record the OrderConfirmed outbound event (sales only)
 CommitTransaction
 ```
 
@@ -52,23 +64,29 @@ CommitTransaction
 stylistic: a Confirmed line is frozen by trigger 51003, and because MJ's CRUD procs run under
 `INSERT-EXEC`, a trigger rollback surfaces as *"Cannot use the ROLLBACK statement within an
 INSERT-EXEC statement"* — an error naming neither the line nor the rule it broke. Correcting a line
-after insert is not an option, so nothing may need correcting.
+after insert is not an option, so nothing may need correcting. A draft being confirmed already has
+its lines, so they are rewritten while the header is still Draft, before the status change that
+freezes them.
 
 ## Resolution walks
 
-Two resolvers walk the **same path**, on purpose — anyone who understands one understands the other,
-and they cannot drift into disagreeing about what "the product's category tree" means:
+The resolvers follow the **same path** up the product's category tree, on purpose — anyone who
+understands one understands the others, and they cannot drift into disagreeing about what "the
+product's category tree" means:
 
 ```
-product → its category → that category's ancestors → the company → default
+product → its category → that category's ancestors → …
 ```
 
-- **`GLAccountResolver`** — role → GL account. Nothing resolving is a hard failure; a guessed account
-  still balances, so the misposting would be invisible.
-- **`PriceResolver`** — product → price, with `BasePriceResolver` pluggable at any level.
+They differ in where the walk ends:
 
-`TaxResolver` uses the same chain for taxability (product → category → ancestors → type), with the
-type as a NOT NULL backstop so the walk always terminates.
+- **`GLAccountResolver`** — role → GL account, continuing to the product type, then the company.
+  Nothing resolving is a hard failure; a guessed account still balances, so the misposting would be
+  invisible.
+- **`PriceResolver`** — product → price, continuing to the company, then the default resolver, with a
+  `BasePriceResolver` plugin possible at the product, category and company levels.
+- **`TaxResolver`** — taxability, continuing to the product type, a NOT NULL backstop so the walk
+  always terminates.
 
 ## Refusals are a feature
 
@@ -93,20 +111,15 @@ reasons applied.
 Multi-step work with guards, exposed through `BaseRemotableOperation`. Logical refusals come back
 **inside** the output as `Success: false` with a reason; only genuine faults throw.
 
-| Operation | Does |
-|---|---|
-| `Orders.PreviewPrice` | Dry-run pricing. **Runs the real pipeline** — a preview that diverges from what is charged is worse than none |
-| `Orders.ApplyAccountCredit` | Spends an order's negative balance on another order. Zero-amount payment, two offsetting lines |
-| `Orders.RefundPayment` | Mirrors a capture (D53), proportionally across the orders it settled |
-| `Orders.CancelSubscription` | Cancels with the term's own rules. Revokes standing grants when access-through has already passed |
-| `Orders.SpawnRenewals` | Spawns renewal orders as Drafts |
-| `Orders.CheckEntitlement` | Does this person currently have this capability? Evaluated, not a poll of `Status`. Fail closed |
-| `Orders.ListEntitlements` | The person's library, one row per Code, same evaluator |
+Each operation is a row in [`metadata/remote-operations/`](../../metadata/remote-operations/), the
+source of truth; CodeGen emits its typed base into `@mj-biz-apps/orders-entities`, and this package
+holds the implementations. The full list, with scopes and why each one is an operation rather than a
+save, is in [`docs/orders-api-and-ui-architecture.md`](../../docs/orders-api-and-ui-architecture.md) §2.
 
 ## Accounting boundary
 
-`AccountingBridge` is the only place that knows about bizapps-accounting. Orders resolves accounts
-and submits balanced drafts; accounting owns the ledger.
+Orders resolves accounts — `GLAccountResolver`, wired to accounting's engine by `AccountingBridge` —
+and submits balanced drafts to `Accounting.CreateJournalEntries`; accounting owns the ledger.
 
 Two constraints that shape everything: accounting derives an entry's company **from its accounts**,
 so a cross-company entry cannot be booked at all — which is why intercompany legs are per company
@@ -115,8 +128,10 @@ an entry (sides swapped, positive amounts), never a negation.
 
 ## Testing
 
-- **Unit** (`src/__tests__`, vitest, no DB) — the pure engines. Volume vs Tiered, stacking
-  arithmetic, charge basis, the taxability walk, allocation.
+- **Unit** (vitest, no DB) — the pure engines. Volume vs Tiered, stacking arithmetic, charge basis
+  and the taxability walk are in `packages/Entities/src/__tests__`, beside the pricing engine;
+  subscriptions, allocation and the rest of this package are in `src/__tests__`. `pnpm run test:unit`
+  at the root runs every package's.
 - **Integration** — `@mj-biz-apps/orders-integration-tests`, transaction-per-check with rollback.
 
 Both suites are mutation-tested: break the code deliberately, confirm the checks catch it. Worth the
@@ -125,7 +140,8 @@ entry.
 
 ## Adding behaviour
 
-Prefer a plugin over an edit:
+Prefer a plugin over an edit. The three base classes come from `@mj-biz-apps/orders-entities` (this
+package re-exports them):
 
 ```ts
 @RegisterClass(BasePriceResolver, `Company:${companyId}`)
@@ -138,5 +154,15 @@ export class TwoYearMember extends BasePromotionQualifier { /* ... */ }
 export class RooftopResolver extends BaseTaxJurisdictionResolver { /* ... */ }
 ```
 
+A price plugin is server code, so the browser cannot run it. Set `PricingDriverClass` to the plugin's
+key on the product, the category (inherited by child categories), the product type, or the company's
+`OrderCompanyPolicy`; the most specific non-empty level wins. `ResolvePrice` invokes the resolver
+registered under that key first, then falls back to the `Product:<id>`, `Category:<id>` and
+`Company:<id>` keys. A key with no registered resolver refuses the line with a `PriceResolutionError`
+naming the key, rather than pricing it by the default. `CanPriceOrderLocally` reads the same walk and
+reports that the order cannot be priced locally, and `MJOPricingScheduler`, the pricing service
+behind the order screens, sends it to `Orders.PriceOrder` instead, as it does for any order carrying
+a promotion code.
+
 If you must edit an engine: put the arithmetic in the pure half with a unit test, and keep the
-server half to finding rows.
+database half to finding rows.

package/dist/AccessOverride.d.ts

@@ -16,8 +16,14 @@
  *     alone. The in-app decision and the task type's hook Action (a decision made in the Tasks inbox)
  *     both call it, so either path lands the same result, once.
  *
- * WHO MAY APPROVE is not settled (bizapps-orders#360). The approval task is raised unassigned, and a
- * decision takes effect only through that task; who may record one is left to #360.
+ * WHO APPROVES (bizapps-orders#360). The approval task is assigned, through their person records, to the
+ * order company's `AccountingCompanyProfile.ApprovalCFOUserID` — the approver journal entry batches
+ * use. When that user is the requester, it goes instead to every other active holder of the role the
+ * `AccessOverrideFallbackApproverRole` setting names. A request nobody could approve is refused.
+ * Only an assignee may decide, never the requester, and an approval after the override's last day is
+ * refused ({@link AccessOverrideDecisionRefusal}). The in-app decision refuses before it records
+ * anything; a decision made in the Tasks inbox has already closed the task, so the hook closes the
+ * override Withdrawn with the reason, and the requester may ask again.
  *
  * FAILS CLOSED. Without the authorization rows in metadata nobody may request — an exception to a
  * payment rule is not something to hand out because a sync has not run.
@@ -30,7 +36,7 @@
  *             packages/Server/src/custom/apply-access-override-decision.action.ts
  */
 import { IMetadataProvider, UserInfo } from '@memberjunction/core';
-import { ACCESS_OVERRIDE_AUTH } from '@mj-biz-apps/orders-entities';
+import { ACCESS_OVERRIDE_AUTH, mjBizAppsOrdersEntitlementAccessOverrideEntity } from '@mj-biz-apps/orders-entities';
 import { type AccessOverrideType } from './EntitlementBehavior.js';
 export { ACCESS_OVERRIDE_AUTH };
 /** The TaskType the approval is raised under. Its hook Actions apply a decision made in the Tasks inbox. */
@@ -87,4 +93,14 @@ export declare function RecordAccessOverrideDecision(input: RecordAccessOverride
  * A second call after the first has applied it changes nothing.
  */
 export declare function ApplyAccessOverrideDecision(taskID: string, provider: IMetadataProvider, user: UserInfo): Promise<AccessOverrideDecisionOutput>;
+/**
+ * Why `deciderID` may not record this decision on the override, or null when they may. Shared by the
+ * in-app decision, the Tasks hook and the entity's own save, so every path holds the same rule.
+ */
+export declare function DecisionRefusalFor(override: Pick<mjBizAppsOrdersEntitlementAccessOverrideEntity, 'ApprovalTaskID' | 'RequestedByUserID' | 'EffectiveThrough'>, deciderID: string, approving: boolean, provider: IMetadataProvider, user: UserInfo): Promise<string | null>;
+/**
+ * The users an approval task is assigned to, read the same way the order form reads them
+ * ({@link LoadAccessOverrideAssignees}): a person record's linked user, or a user assigned directly.
+ */
+export declare function AssigneeUserIDs(taskID: string, provider: IMetadataProvider, user: UserInfo): Promise<string[]>;
 //# sourceMappingURL=AccessOverride.d.ts.map

package/dist/AccessOverride.d.ts.map

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package/dist/AccessOverride.js

@@ -16,8 +16,14 @@
  *     alone. The in-app decision and the task type's hook Action (a decision made in the Tasks inbox)
  *     both call it, so either path lands the same result, once.
  *
- * WHO MAY APPROVE is not settled (bizapps-orders#360). The approval task is raised unassigned, and a
- * decision takes effect only through that task; who may record one is left to #360.
+ * WHO APPROVES (bizapps-orders#360). The approval task is assigned, through their person records, to the
+ * order company's `AccountingCompanyProfile.ApprovalCFOUserID` — the approver journal entry batches
+ * use. When that user is the requester, it goes instead to every other active holder of the role the
+ * `AccessOverrideFallbackApproverRole` setting names. A request nobody could approve is refused.
+ * Only an assignee may decide, never the requester, and an approval after the override's last day is
+ * refused ({@link AccessOverrideDecisionRefusal}). The in-app decision refuses before it records
+ * anything; a decision made in the Tasks inbox has already closed the task, so the hook closes the
+ * override Withdrawn with the reason, and the requester may ask again.
  *
  * FAILS CLOSED. Without the authorization rows in metadata nobody may request — an exception to a
  * payment rule is not something to hand out because a sync has not run.
@@ -32,11 +38,14 @@
 import { AuthorizationEvaluator, LogError, RunView, } from '@memberjunction/core';
 import { IsApprovalOutcome, IsTaskDecisionOutcomeCode, TaskOrchestrationService, } from '@mj-biz-apps/tasks-core';
 import { LoadGeneratedEntities as LoadTasksEntities, } from '@mj-biz-apps/tasks-entities';
-import { ACCESS_OVERRIDE_AUTH, } from '@mj-biz-apps/orders-entities';
-import { ACCESS_OVERRIDE_LIFTS, AccessOverrideCanApply, PAYMENT_GATED_TIMINGS, ResolveAccessOverrideOutcome, } from './EntitlementBehavior.js';
+import { ACCESS_OVERRIDE_AUTH, AccessOverrideDecisionRefusal, LoadAccessOverrideAssignees, ToISODate, } from '@mj-biz-apps/orders-entities';
+import { UUIDsEqual } from '@memberjunction/global';
+import { ACCESS_OVERRIDE_LIFTS, AccessOverrideApprovers, AccessOverrideCanApply, PAYMENT_GATED_TIMINGS, ResolveAccessOverrideOutcome, } from './EntitlementBehavior.js';
+import { ActiveRoleHolderIDs, PERSON_ENTITY } from './ConcessionApprovalTask.js';
 import { ORDER_HEADER_ENTITY, ORDER_LINE_ENTITY } from './entity-names.js';
+import { OrdersSettings } from './OrdersSettings.js';
 import { ACCESS_OVERRIDE_ENTITY, BusinessDay, ReconcilePaymentGatedGrants } from './PaymentGatedAccess.js';
-import { RequireDate, RequireUUID } from './sql-guards.js';
+import { EscapeText, RequireDate, RequireUUID, RequireUUIDs } from './sql-guards.js';
 export { ACCESS_OVERRIDE_AUTH };
 // The Tasks entity subclasses must be registered before a task is created: without them the
 // ClassFactory hands back a plain BaseEntity, the field setters do nothing, and the save fails on
@@ -51,6 +60,9 @@ const TASK_TYPES_ENTITY = 'MJ_BizApps_Tasks: Task Types';
 const TASK_LINKS_ENTITY = 'MJ_BizApps_Tasks: Task Links';
 const TASK_DECISIONS_ENTITY = 'MJ_BizApps_Tasks: Task Decisions';
 const TASK_DECISION_OUTCOMES_ENTITY = 'MJ_BizApps_Tasks: Task Decision Outcomes';
+const COMPANY_PROFILE_ENTITY = 'MJ_BizApps_Accounting: Accounting Company Profiles';
+const USER_ENTITY = 'MJ: Users';
+const ROLE_ENTITY = 'MJ: Roles';
 const REASON_MAX = 1000;
 const OVERRIDE_TYPES = Object.keys(ACCESS_OVERRIDE_LIFTS);
 const gatedTimings = PAYMENT_GATED_TIMINGS.map((t) => `'${t}'`).join(',');
@@ -110,6 +122,9 @@ export async function RequestAccessOverride(input, provider, user) {
             Message: `This order already has a ${open.Status} ${input.OverrideType} override; it must close before another is requested.`,
         };
     }
+    const approvers = await resolveApprovers(order, user, provider);
+    if ('Refusal' in approvers)
+        return { Success: false, Message: approvers.Refusal };
     const taskTypeID = await resolveTaskTypeID(provider, user);
     const db = provider;
     await db.BeginTransaction();
@@ -129,7 +144,6 @@ export async function RequestAccessOverride(input, provider, user) {
         if (!overrideEntity)
             throw new Error(`Entity metadata for '${ACCESS_OVERRIDE_ENTITY}' is missing.`);
         const label = input.OverrideType === 'WaivePaymentHold' ? 'waive the payment hold' : 'defer the renewal cutoff';
-        // Unassigned: who approves is bizapps-orders#360.
         await new TaskOrchestrationService().CreateApprovalRequest({
             Name: `Approve access override on order ${order.OrderNumber}: ${label} through ${through}`,
             TypeID: taskTypeID,
@@ -137,12 +151,18 @@ export async function RequestAccessOverride(input, provider, user) {
             Priority: 'High',
             LinkEntityID: overrideEntity.ID,
             LinkRecordID: override.ID,
+            ApproverPersonEntityID: approvers.PersonEntityID,
+            ApproverPersonRecordIDs: approvers.PersonIDs,
         }, user);
-        // CreateApprovalRequest logs rather than throws on a failed link; without the link the
-        // decision could never be traced back here, so its absence is a fault.
+        // CreateApprovalRequest logs rather than throws on a failed link or assignment; without the
+        // link the decision could never be traced back here, and without an assignee nobody may
+        // decide it, so the absence of either is a fault.
         const taskID = await findLinkedTaskID(overrideEntity.ID, override.ID, provider, user);
         if (!taskID)
             throw new Error('The approval task was created but its link to the access override did not persist.');
+        if ((await AssigneeUserIDs(taskID, provider, user)).length === 0) {
+            throw new Error('The approval task was created but its assignment to the approver did not persist.');
+        }
         override.ApprovalTaskID = taskID;
         override.ApprovalTaskRaisedAt = new Date();
         if (!(await override.Save())) {
@@ -178,6 +198,9 @@ export async function RecordAccessOverrideDecision(input, provider, user) {
     if (!override.ApprovalTaskID) {
         return { Success: false, Status: override.Status, Message: 'The access override has no approval task to decide.' };
     }
+    const refusal = await DecisionRefusalFor(override, user.ID, IsApprovalOutcome(outcome), provider, user);
+    if (refusal)
+        return { Success: false, Status: override.Status, Message: refusal };
     await new TaskOrchestrationService().RecordDecision({ TaskID: override.ApprovalTaskID, OutcomeCode: outcome, Notes: input.Notes }, user);
     return ApplyAccessOverrideDecision(override.ApprovalTaskID, provider, user);
 }
@@ -209,22 +232,32 @@ export async function ApplyAccessOverrideDecision(taskID, provider, user) {
     const outcome = ResolveAccessOverrideOutcome({ TaskStatus: task.Status, Decision: decision });
     if (!outcome)
         return { Success: true, Status: override.Status, Message: `The approval task is ${task.Status}; nothing to apply yet.` };
-    const applied = outcome === 'Approved' || outcome === 'Rejected';
+    // A decision made in the Tasks inbox has already closed the task, so one this override refuses
+    // cannot be sent back to it: the request closes Withdrawn with the reason, and may be made again.
+    const refusal = outcome === 'Approved' || outcome === 'Rejected'
+        ? await DecisionRefusalFor(override, user.ID, outcome === 'Approved', provider, user)
+        : null;
+    const status = refusal ? 'Withdrawn' : outcome;
+    const applied = status === 'Approved' || status === 'Rejected';
     const db = provider;
     await db.BeginTransaction();
     try {
-        override.Status = outcome;
+        override.Status = status;
         override.DecidedAt = new Date();
         override.DecisionNotes = applied
             ? (decision?.Notes ?? null)
-            : `The approval task was ${task.Status} without a matching decision.`;
+            : refusal
+                ? `The ${outcome === 'Approved' ? 'approval' : 'rejection'} recorded on the approval task was not applied: ${refusal}`
+                : `The approval task was ${task.Status} without a matching decision.`;
         if (applied)
             override.DecidedByUserID = user.ID;
         if (!(await override.Save())) {
             throw new Error(`Failed to record the decision on access override ${override.ID}: ${override.LatestResult?.CompleteMessage ?? 'unknown error'}`);
         }
-        const changes = outcome === 'Approved' ? await ReconcilePaymentGatedGrants([override.OrderHeaderID], provider, user) : [];
+        const changes = status === 'Approved' ? await ReconcilePaymentGatedGrants([override.OrderHeaderID], provider, user) : [];
         await db.CommitTransaction();
+        if (refusal)
+            return { Success: false, Status: override.Status, Message: override.DecisionNotes ?? refusal };
         return {
             Success: true,
             Status: override.Status,
@@ -237,6 +270,95 @@ export async function ApplyAccessOverrideDecision(taskID, provider, user) {
         throw err;
     }
 }
+// ─── approvers ─────────────────────────────────────────────────────────────────
+/**
+ * Why `deciderID` may not record this decision on the override, or null when they may. Shared by the
+ * in-app decision, the Tasks hook and the entity's own save, so every path holds the same rule.
+ */
+export async function DecisionRefusalFor(override, deciderID, approving, provider, user) {
+    if (!override.ApprovalTaskID)
+        return 'The access override has no approval task to decide.';
+    return AccessOverrideDecisionRefusal({
+        Approving: approving,
+        DeciderUserID: deciderID,
+        RequesterUserID: override.RequestedByUserID,
+        AssigneeUserIDs: await AssigneeUserIDs(override.ApprovalTaskID, provider, user),
+        EffectiveThrough: ToISODate(override.EffectiveThrough) ?? '',
+        Today: await BusinessDay(provider, user),
+    });
+}
+/**
+ * The users an approval task is assigned to, read the same way the order form reads them
+ * ({@link LoadAccessOverrideAssignees}): a person record's linked user, or a user assigned directly.
+ */
+export async function AssigneeUserIDs(taskID, provider, user) {
+    const assignees = await LoadAccessOverrideAssignees([RequireUUID(taskID, 'TaskID')], provider, user);
+    return (assignees.get(taskID.toLowerCase()) ?? []).flatMap((a) => (a.UserID ? [a.UserID] : []));
+}
+/**
+ * The person records to assign the approval task to, or why there are none. The approver is the
+ * order company's ApprovalCFOUserID, or the fallback role's holders when that user is the requester;
+ * see {@link AccessOverrideApprovers}. An approver with no active person record cannot be told of the
+ * task, so is left out; with none left, the request is refused.
+ */
+async function resolveApprovers(order, user, provider) {
+    const personEntityID = provider.EntityByName(PERSON_ENTITY)?.ID;
+    if (!personEntityID || !provider.EntityByName(COMPANY_PROFILE_ENTITY)) {
+        throw new Error('Access override approvers are resolved through the common and accounting apps, and one of them is not installed.');
+    }
+    const rv = new RunView(provider);
+    const read = async (entityName, filter, fields) => {
+        const res = await rv.RunView({ EntityName: entityName, ExtraFilter: filter, Fields: fields, ResultType: 'simple', BypassCache: true }, user);
+        if (!res.Success)
+            throw new Error(`Could not read ${entityName}: ${res.ErrorMessage}`);
+        return res.Results ?? [];
+    };
+    // IS-A: the accounting profile shares its company's ID.
+    const profile = order.CompanyID
+        ? (await read(COMPANY_PROFILE_ENTITY, `ID = '${RequireUUID(order.CompanyID, 'CompanyID')}'`, ['ApprovalCFOUserID']))[0]
+        : undefined;
+    const named = profile?.ApprovalCFOUserID ?? null;
+    const active = named
+        ? (await read(USER_ENTITY, `ID = '${RequireUUID(named, 'ApprovalCFOUserID')}' AND IsActive = 1`, ['ID'])).length > 0
+        : false;
+    const companyApprover = active ? named : null;
+    let fallbackRole = null;
+    let fallbackHolders = [];
+    if (companyApprover && UUIDsEqual(companyApprover, user.ID)) {
+        await OrdersSettings.Load(provider, user);
+        fallbackRole = OrdersSettings.AccessOverrideFallbackApproverRole;
+        if (fallbackRole) {
+            const role = (await read(ROLE_ENTITY, `Name = '${EscapeText(fallbackRole)}'`, ['ID']))[0];
+            if (!role)
+                return { Refusal: `The fallback approver role '${fallbackRole}' (Orders setting AccessOverrideFallbackApproverRole) does not exist.` };
+            fallbackHolders = await ActiveRoleHolderIDs(role.ID, { Provider: provider, User: user });
+        }
+    }
+    const decided = AccessOverrideApprovers({
+        RequesterUserID: user.ID,
+        CompanyApproverUserID: companyApprover,
+        FallbackRoleName: fallbackRole,
+        FallbackHolderIDs: fallbackHolders,
+    });
+    if ('Refusal' in decided)
+        return decided;
+    const persons = await read(PERSON_ENTITY, `Status = 'Active' AND LinkedUserID IN (${RequireUUIDs(decided.UserIDs, 'UserID').map((id) => `'${id}'`).join(',')})`, ['ID', 'LinkedUserID']);
+    const personIDs = [];
+    for (const userID of decided.UserIDs) {
+        const person = persons.find((p) => UUIDsEqual(p.LinkedUserID, userID));
+        if (person)
+            personIDs.push(person.ID);
+        else
+            LogError(`Access override approver ${userID} has no active person record linked to their user and was not assigned.`);
+    }
+    if (personIDs.length === 0) {
+        return {
+            Refusal: 'The approver for this override has no active person record linked to their user. The tasks app tells ' +
+                "and lists an approver through that record, so no one would see the request. Link a person record to the approver's user.",
+        };
+    }
+    return { PersonEntityID: personEntityID, PersonIDs: personIDs };
+}
 // ─── helpers ───────────────────────────────────────────────────────────────────
 async function findOpenOverride(orderID, type, provider, user) {
     const rv = new RunView(provider);

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package/dist/AccountingBridge.d.ts

@@ -19,7 +19,7 @@
  */
 import { BaseRemotableOperation, IMetadataProvider, UserInfo } from '@memberjunction/core';
 import { GLAccountResolver, type ResolverEntityIDs } from './GLAccountResolver.js';
-import type { IntercompanyLookup } from './PaymentAllocationFactory.js';
+import type { IntercompanyLookup, LegalEntityLookup } from './PaymentAllocationFactory.js';
 /** The subset of `AccountingEngineBase` used here, declared structurally so there is no type import. */
 export interface AccountingEngineSurface {
     ConfigEx(options: {
@@ -103,6 +103,12 @@ export interface AccountingEngineSurface {
      * The Due To / Due From pair for an ORDERED company pair (BA-D26), each leg carrying the
      * dimensions pinned on the match. `DimensionValueID` is nullable there by design.
      */
+    /**
+     * The company whose books `companyId` uses: a Division, Department or Branch walks up to the
+     * first company above it of any other type (golive #313). Throws, naming the company, when the
+     * walk finds no parent, a parent with no profile, or a loop.
+     */
+    LegalEntityFor(companyId: string): string;
     ResolveIntercompanyAccounts(sourceCompanyId: string, targetCompanyId: string, asOfDate: Date): {
         DueTo: {
             GLAccountID: string;
@@ -128,6 +134,11 @@ export declare function ResolverEntities(): ResolverEntityIDs;
 export declare function LoadAccountingEngine(provider: IMetadataProvider, user: UserInfo): Promise<AccountingEngineSurface>;
 /** A resolver bound to the live accounting engine. */
 export declare function BuildGLAccountResolver(provider: IMetadataProvider, user: UserInfo): Promise<GLAccountResolver>;
+/**
+ * The legal-entity lookup `PaymentAllocationFactory` compares companies through (golive #313): two
+ * companies on the same books settle each other's receivables directly, with no Due To / Due From.
+ */
+export declare function BuildLegalEntityLookup(provider: IMetadataProvider, user: UserInfo): Promise<LegalEntityLookup>;
 /**
  * The intercompany lookup both payment booking paths hand to `PaymentAllocationFactory`.
  *

package/dist/AccountingBridge.d.ts.map

@@ -1 +1 @@
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package/dist/AccountingBridge.js

@@ -114,7 +114,15 @@ export async function BuildGLAccountResolver(provider, user) {
         if (!glAccountID)
             return null;
         return hitFor(glAccountID, (hit?.Dimensions ?? []).map((d) => d.DimensionID));
-    });
+    }, (companyID) => engine.LegalEntityFor(companyID));
+}
+/**
+ * The legal-entity lookup `PaymentAllocationFactory` compares companies through (golive #313): two
+ * companies on the same books settle each other's receivables directly, with no Due To / Due From.
+ */
+export async function BuildLegalEntityLookup(provider, user) {
+    const engine = await LoadAccountingEngine(provider, user);
+    return (companyID) => engine.LegalEntityFor(companyID);
 }
 /**
  * The intercompany lookup both payment booking paths hand to `PaymentAllocationFactory`.