@mj-biz-apps/orders-entities 5.1.0 → 5.2.0

package/dist/OrderHeaderEntity.d.ts

@@ -205,5 +205,20 @@ export declare class OrderHeaderEntity extends mjBizAppsOrdersOrderHeaderEntity
      * @returns False when the order does not exist, leaving this entity unloaded.
      */
     LoadWithLines(orderHeaderID: string): Promise<boolean>;
+    /**
+     * Person-level party defaults after a bill-to / ship-to person is set.
+     *
+     * 1. Copy person bill-to ↔ ship-to when the other side's person is null.
+     * 2. For each side that has a person and no org, stamp the longest-lasting
+     *    active Employee relationship's organization.
+     *
+     * Does not overwrite an org the user already chose. Skips booked/voided orders.
+     */
+    ApplyPersonPartyDefaults(changed?: 'BillTo' | 'ShipTo' | 'Both'): Promise<void>;
+    /**
+     * Stamp BillToOrganizationID or ShipToOrganizationID from the person's longest
+     * active Employee relationship when that side's org is still empty.
+     */
+    AutoPopulateEmployerOrganization(partyRole?: 'ShipTo' | 'BillTo', personID?: string | null): Promise<string | null>;
 }
 //# sourceMappingURL=OrderHeaderEntity.d.ts.map

package/dist/OrderHeaderEntity.d.ts.map

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

@@ -40,12 +40,13 @@ import { BaseEntity, ValidationErrorInfo, ValidationErrorType } from '@memberjun
 import { RegisterClass } from '@memberjunction/global';
 import { mjBizAppsOrdersOrderHeaderEntity } from './generated/entity_subclasses.js';
 import { CanOfferConfirm, CanTransition, IsBooked } from './OrderStatusBehavior.js';
+import { ResolveActiveEmployerOrganization } from './PartyAffiliationBehavior.js';
 import { PromotionCodesCompanion } from './PromotionCodesCompanion.js';
 import { InitialPaymentIntentCompanion } from './InitialPaymentIntentCompanion.js';
 import { IsSavePopulatedFieldError } from './save-populated-fields.js';
 import { BookedMoneyEditMessage, ORDER_HEADER_MONEY_FIELDS, ORDER_LINE_MONEY_FIELDS, } from './booked-money.js';
 /** Statuses that mean the order has been booked to the ledger (plan D8). */
-const BOOKED_STATUSES = new Set(['Confirmed', 'Posted', 'Fulfilled']);
+const BOOKED_STATUSES = new Set(['Confirmed']);
 let OrderHeaderEntity = OrderHeaderEntity_1 = class OrderHeaderEntity extends mjBizAppsOrdersOrderHeaderEntity {
     constructor() {
         super(...arguments);
@@ -448,6 +449,58 @@ let OrderHeaderEntity = OrderHeaderEntity_1 = class OrderHeaderEntity extends mj
         await this.Lines.Load();
         return true;
     }
+    /**
+     * Person-level party defaults after a bill-to / ship-to person is set.
+     *
+     * 1. Copy person bill-to ↔ ship-to when the other side's person is null.
+     * 2. For each side that has a person and no org, stamp the longest-lasting
+     *    active Employee relationship's organization.
+     *
+     * Does not overwrite an org the user already chose. Skips booked/voided orders.
+     */
+    async ApplyPersonPartyDefaults(changed = 'Both') {
+        if (this.Status === 'Voided' || this.IsBookedOrder)
+            return;
+        if (changed === 'BillTo' || changed === 'Both') {
+            if (this.BillToPersonID && !this.ShipToPersonID) {
+                this.ShipToPersonID = this.BillToPersonID;
+            }
+        }
+        if (changed === 'ShipTo' || changed === 'Both') {
+            if (this.ShipToPersonID && !this.BillToPersonID) {
+                this.BillToPersonID = this.ShipToPersonID;
+            }
+        }
+        await this.AutoPopulateEmployerOrganization('BillTo');
+        await this.AutoPopulateEmployerOrganization('ShipTo');
+    }
+    /**
+     * Stamp BillToOrganizationID or ShipToOrganizationID from the person's longest
+     * active Employee relationship when that side's org is still empty.
+     */
+    async AutoPopulateEmployerOrganization(partyRole = 'ShipTo', personID) {
+        const targetPersonID = personID ?? (partyRole === 'ShipTo' ? this.ShipToPersonID : this.BillToPersonID);
+        if (!targetPersonID)
+            return null;
+        const currentOrgID = partyRole === 'ShipTo' ? this.ShipToOrganizationID : this.BillToOrganizationID;
+        if (currentOrgID)
+            return currentOrgID;
+        const provider = this.ProviderToUse;
+        if (!provider)
+            return null;
+        const asOf = this.OrderDate ?? new Date();
+        const orgId = await ResolveActiveEmployerOrganization(provider, targetPersonID, asOf, this.ContextCurrentUser);
+        if (!orgId)
+            return null;
+        if (partyRole === 'ShipTo') {
+            if (!this.ShipToOrganizationID)
+                this.ShipToOrganizationID = orgId;
+        }
+        else if (!this.BillToOrganizationID) {
+            this.BillToOrganizationID = orgId;
+        }
+        return orgId;
+    }
 };
 OrderHeaderEntity = OrderHeaderEntity_1 = __decorate([
     RegisterClass(BaseEntity, 'MJ_BizApps_Orders: Order Headers')

package/dist/OrderHeaderEntity.js.map

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package/dist/OrderLineExtensionCompanion.d.ts.map

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

@@ -84,6 +84,14 @@ export class OrderLineExtensionCompanion extends EntityCompanion {
                 ext.SetMany(this._wireData.Fields, true);
             }
         }
+        else if (lineId && this.Owner.IsSaved) {
+            const key = new CompositeKey(ext.EntityInfo.PrimaryKeys.map(pk => new KeyValuePair(pk.Name, lineId)));
+            const loaded = await ext.InnerLoad(key);
+            if (!loaded) {
+                ext.NewRecord();
+                ext.Set('ID', lineId);
+            }
+        }
         else {
             ext.NewRecord();
             if (lineId) {

package/dist/OrderLineExtensionCompanion.js.map

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package/dist/OrderStatusBehavior.d.ts

@@ -2,9 +2,8 @@
  * @fileoverview What an order's status MEANS, and which statuses it may move to — stated once.
  *
  * WHY THIS EXISTS. The database enforces the legal SET (`CK_OrderHeader_Status`) and nothing enforced
- * the legal MOVES. `Fulfilled → Draft` saved. `Voided → Confirmed` saved. A voided order could come
- * back to life, keep its journal entries, and be shipped — every row individually valid, the CHECK
- * constraint satisfied, and no test looking.
+ * the legal MOVES. `Voided → Confirmed` saved. A voided order could come back to life, keep its journal
+ * entries, and be shipped — every row individually valid, the CHECK constraint satisfied, and no test looking.
  *
  * The second half of the problem was quieter. Six modules each held their own opinion about what a
  * status permits, written as ad-hoc string sets that had drifted apart:
@@ -15,20 +14,24 @@
  *   `FulfillmentBehavior`  nothing before Confirmed
  *   `ReversalResolver`     skips Draft, Voided
  *
- * `Cancelled` and `Canceled` are not legal `OrderHeader.Status` values at all — that set guards
- * against states which cannot occur, which is proof these were written from memory rather than from a
- * shared definition. Harmless there; not harmless as a pattern, because the next one written from
- * memory omits a status that CAN occur and the omission looks like every other line of the set.
- *
  * So the statuses, the transitions and the predicates live here, pure and testable, and the entity
  * server enforces them on the one path every write goes through.
  *
- * @module @mj-biz-apps/orders-core-entities-server
+ * 3-WAY ORTHOGONAL LIFECYCLE MODEL:
+ * 1. `Status`: Pure commercial contract state (Draft <-> Quoted -> Confirmed; Voided <-> Draft/Quoted).
+ * 2. `FulfillmentStatus`: Operational delivery state (Pending | PartiallyFulfilled | Fulfilled | NotApplicable | Returned).
+ * 3. Financial/Payment Progress: Pure numeric facts (TotalGross, AmountPaid, Balance, IsOverdue).
+ *
+ * @module @mj-biz-apps/orders-entities
  */
-/** The six values `CK_OrderHeader_Status` permits. */
-export declare const ORDER_STATUSES: readonly ["Draft", "Quoted", "Confirmed", "Posted", "Fulfilled", "Voided"];
-export type OrderStatus = (typeof ORDER_STATUSES)[number];
+import type { mjBizAppsOrdersOrderHeaderEntity } from './generated/entity_subclasses.js';
+/** The four values `CK_OrderHeader_Status` permits. */
+export declare const ORDER_STATUSES: readonly ["Draft", "Quoted", "Confirmed", "Voided"];
+export type OrderStatus = mjBizAppsOrdersOrderHeaderEntity['Status'];
+export declare const ORDER_FULFILLMENT_STATUSES: readonly ["Pending", "PartiallyFulfilled", "Fulfilled", "NotApplicable", "Returned"];
+export type OrderFulfillmentStatus = mjBizAppsOrdersOrderHeaderEntity['FulfillmentStatus'];
 export declare function IsOrderStatus(value: string | null | undefined): value is OrderStatus;
+export declare function IsOrderFulfillmentStatus(value: string | null | undefined): value is OrderFulfillmentStatus;
 export interface TransitionVerdict {
     Allowed: boolean;
     /** Present when refused — says what was attempted and why it is not a move. */
@@ -38,8 +41,7 @@ export interface TransitionVerdict {
  * May this order move from `from` to `to`?
  *
  * AN UNKNOWN STATUS IS REFUSED, not ignored. The CHECK constraint would catch it a moment later with
- * a message naming a constraint rather than a status, and a caller that mistyped 'Complete' deserves
- * to be told that is not one of the six.
+ * a message naming a constraint rather than a status.
  */
 export declare function CanTransition(from: string | null | undefined, to: string | null | undefined): TransitionVerdict;
 /** Every status reachable from this one, excluding staying put. Empty for a terminal status. */
@@ -56,22 +58,29 @@ export declare function IsEditable(status: string): boolean;
 export declare function CanOfferConfirm(status: string | null | undefined): TransitionVerdict;
 /**
  * The order has booked — journal entries exist and the receivable is real.
- *
- * This is the test for "does this order owe money", used by the collections worklist and by anything
- * reconciling against the ledger.
  */
 export declare function IsBooked(status: string): boolean;
 /** Nothing further will happen to this order of its own accord. */
 export declare function IsTerminal(status: string): boolean;
 /**
  * May a document for this order be SENT to a customer as a bill?
- *
- * A quote is deliverable — it is simply not a bill, which is the document kind's problem and not
- * this one. A draft is nobody's business yet, and a voided order still RENDERS (so somebody can look
- * at what was voided) but must never be emailed: a bill for money nobody owes is indistinguishable
- * from a real one once it is in an inbox.
  */
 export declare function IsDeliverable(status: string): boolean;
 /** Does this order count toward what a customer owes? */
 export declare function CountsTowardReceivable(status: string): boolean;
+export interface FulfillableLineLike {
+    RequiresFulfillment?: boolean | null;
+    ReversesOrderLineID?: string | null;
+    IsRollupParent?: boolean | null;
+    FulfillmentStatus?: string | null;
+}
+/**
+ * Computes the header FulfillmentStatus rolled up across its order lines.
+ */
+export declare function DeriveHeaderFulfillmentStatus(lines: readonly FulfillableLineLike[]): OrderFulfillmentStatus;
+export type DerivedPaymentStatus = 'Unpaid' | 'PartiallyPaid' | 'Paid';
+/**
+ * Derives payment status purely from numeric financial totals.
+ */
+export declare function DerivePaymentStatus(totalGross: number | null | undefined, amountPaid: number | null | undefined, balance: number | null | undefined): DerivedPaymentStatus;
 //# sourceMappingURL=OrderStatusBehavior.d.ts.map

package/dist/OrderStatusBehavior.d.ts.map

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package/dist/OrderStatusBehavior.js

@@ -1,37 +1,20 @@
-/**
- * @fileoverview What an order's status MEANS, and which statuses it may move to — stated once.
- *
- * WHY THIS EXISTS. The database enforces the legal SET (`CK_OrderHeader_Status`) and nothing enforced
- * the legal MOVES. `Fulfilled → Draft` saved. `Voided → Confirmed` saved. A voided order could come
- * back to life, keep its journal entries, and be shipped — every row individually valid, the CHECK
- * constraint satisfied, and no test looking.
- *
- * The second half of the problem was quieter. Six modules each held their own opinion about what a
- * status permits, written as ad-hoc string sets that had drifted apart:
- *
- *   `GetOverdueWorklist`   excludes Draft, Quoted, Voided
- *   `DeliveryBehavior`     excludes Draft, Voided, Cancelled, Canceled
- *   `InvoiceBehavior`      refuses Voided
- *   `FulfillmentBehavior`  nothing before Confirmed
- *   `ReversalResolver`     skips Draft, Voided
- *
- * `Cancelled` and `Canceled` are not legal `OrderHeader.Status` values at all — that set guards
- * against states which cannot occur, which is proof these were written from memory rather than from a
- * shared definition. Harmless there; not harmless as a pattern, because the next one written from
- * memory omits a status that CAN occur and the omission looks like every other line of the set.
- *
- * So the statuses, the transitions and the predicates live here, pure and testable, and the entity
- * server enforces them on the one path every write goes through.
- *
- * @module @mj-biz-apps/orders-core-entities-server
- */
-/** The six values `CK_OrderHeader_Status` permits. */
-export const ORDER_STATUSES = ['Draft', 'Quoted', 'Confirmed', 'Posted', 'Fulfilled', 'Voided'];
+/** The four values `CK_OrderHeader_Status` permits. */
+export const ORDER_STATUSES = ['Draft', 'Quoted', 'Confirmed', 'Voided'];
+export const ORDER_FULFILLMENT_STATUSES = [
+    'Pending',
+    'PartiallyFulfilled',
+    'Fulfilled',
+    'NotApplicable',
+    'Returned',
+];
 export function IsOrderStatus(value) {
     return !!value && ORDER_STATUSES.includes(value);
 }
+export function IsOrderFulfillmentStatus(value) {
+    return !!value && ORDER_FULFILLMENT_STATUSES.includes(value);
+}
 /**
- * Where each status may go.
+ * Where each commercial status may go.
  *
  * THE SHAPE OF THE LIFECYCLE.
  * - `Draft` and `Quoted` are the two pre-booking editable states. They may move to each other
@@ -40,31 +23,26 @@ export function IsOrderStatus(value) {
  *   `Quoted`. Direct transition from `Voided` to `Confirmed` is blocked (must reopen as Draft/Quote first).
  * - `Confirmed` is the irreversible booking gate: it books journal entries (D8), which is why
  *   nothing returns to an editable state or moves to `Voided` from there.
- * - After `Confirmed`, the order advances forward (`Confirmed` → `Posted` → `Fulfilled`).
  * - Post-booking cancellations/corrections go through **Reversal Orders** (D16/D53) rather than in-place
  *   status changes to `Voided`, ensuring correcting journal entries are properly recorded.
- * - `Fulfilled` is the terminal stage of an order lifecycle.
  *
  * A status may always be re-saved as itself — an ordinary row update that touches other columns.
  */
 const TRANSITIONS = {
     Draft: ['Quoted', 'Confirmed', 'Voided'],
     Quoted: ['Draft', 'Confirmed', 'Voided'],
-    Confirmed: ['Posted', 'Fulfilled'],
-    Posted: ['Fulfilled'],
-    Fulfilled: [],
+    Confirmed: [],
     Voided: ['Draft', 'Quoted'],
 };
 /**
  * May this order move from `from` to `to`?
  *
  * AN UNKNOWN STATUS IS REFUSED, not ignored. The CHECK constraint would catch it a moment later with
- * a message naming a constraint rather than a status, and a caller that mistyped 'Complete' deserves
- * to be told that is not one of the six.
+ * a message naming a constraint rather than a status.
  */
 export function CanTransition(from, to) {
     // A new order has no previous status; it may be created in any legal state. Creating one directly
-    // as Confirmed is exactly what back-office entry does: save at Confirmed, then advance (D17).
+    // as Confirmed is exactly what back-office entry does: save at Confirmed (D17).
     if (from == null || from === '') {
         return IsOrderStatus(to)
             ? { Allowed: true }
@@ -106,10 +84,6 @@ export function NextStatuses(from) {
     return TRANSITIONS[from];
 }
 // ── What a status PERMITS ────────────────────────────────────────────────────────────────────────
-//
-// The predicates the rest of the app used to spell out as inline string sets. Each names the question
-// it answers rather than the statuses it happens to match, so a new status is one edit here instead
-// of five greps.
 /** Editable: lines may be added, repriced and removed. Booking has not happened. */
 export function IsEditable(status) {
     return status === 'Draft' || status === 'Quoted';
@@ -135,12 +109,9 @@ export function CanOfferConfirm(status) {
 }
 /**
  * The order has booked — journal entries exist and the receivable is real.
- *
- * This is the test for "does this order owe money", used by the collections worklist and by anything
- * reconciling against the ledger.
  */
 export function IsBooked(status) {
-    return status === 'Confirmed' || status === 'Posted' || status === 'Fulfilled';
+    return status === 'Confirmed';
 }
 /** Nothing further will happen to this order of its own accord. */
 export function IsTerminal(status) {
@@ -148,11 +119,6 @@ export function IsTerminal(status) {
 }
 /**
  * May a document for this order be SENT to a customer as a bill?
- *
- * A quote is deliverable — it is simply not a bill, which is the document kind's problem and not
- * this one. A draft is nobody's business yet, and a voided order still RENDERS (so somebody can look
- * at what was voided) but must never be emailed: a bill for money nobody owes is indistinguishable
- * from a real one once it is in an inbox.
  */
 export function IsDeliverable(status) {
     return status !== 'Draft' && status !== 'Voided';
@@ -161,4 +127,34 @@ export function IsDeliverable(status) {
 export function CountsTowardReceivable(status) {
     return IsBooked(status);
 }
+/**
+ * Computes the header FulfillmentStatus rolled up across its order lines.
+ */
+export function DeriveHeaderFulfillmentStatus(lines) {
+    const fulfillable = lines.filter((l) => !!l.RequiresFulfillment && !l.ReversesOrderLineID && !l.IsRollupParent);
+    if (fulfillable.length === 0) {
+        return 'NotApplicable';
+    }
+    const fulfilledCount = fulfillable.filter((l) => l.FulfillmentStatus === 'Fulfilled').length;
+    if (fulfilledCount === fulfillable.length) {
+        return 'Fulfilled';
+    }
+    if (fulfilledCount > 0) {
+        return 'PartiallyFulfilled';
+    }
+    return 'Pending';
+}
+/**
+ * Derives payment status purely from numeric financial totals.
+ */
+export function DerivePaymentStatus(totalGross, amountPaid, balance) {
+    const gross = Number(totalGross ?? 0);
+    const paid = Number(amountPaid ?? 0);
+    const bal = balance != null ? Number(balance) : gross - paid;
+    if (bal <= 0 && gross > 0)
+        return 'Paid';
+    if (paid > 0)
+        return 'PartiallyPaid';
+    return 'Unpaid';
+}
 //# sourceMappingURL=OrderStatusBehavior.js.map

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package/dist/PartyAffiliationBehavior.d.ts

@@ -0,0 +1,20 @@
+/**
+ * @fileoverview `PartyAffiliationBehavior` — party and employer resolution helpers.
+ *
+ * @module @mj-biz-apps/orders-entities
+ */
+import { type IRunViewProvider, type UserInfo } from '@memberjunction/core';
+export type ActiveEmployerRow = {
+    ToOrganizationID: string;
+    StartDate?: Date | string | null;
+    EndDate?: Date | string | null;
+};
+/**
+ * Active Employee relationship to an organization as of `asOf`.
+ * Zero matches → null. One match → that org. Several → the longest-lasting
+ * (earliest StartDate / longest span; a null StartDate counts as longest).
+ */
+export declare function ResolveActiveEmployerOrganization(provider: IRunViewProvider, personID: string, asOf?: Date, user?: UserInfo): Promise<string | null>;
+/** @deprecated Use {@link ResolveActiveEmployerOrganization} — multiple employers now pick the longest-lasting. */
+export declare function ResolveSingularActiveEmployerOrganization(provider: IRunViewProvider, personID: string, asOf?: Date, user?: UserInfo): Promise<string | null>;
+//# sourceMappingURL=PartyAffiliationBehavior.d.ts.map

package/dist/PartyAffiliationBehavior.d.ts.map

@@ -0,0 +1 @@
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package/dist/PartyAffiliationBehavior.js

@@ -0,0 +1,52 @@
+/**
+ * @fileoverview `PartyAffiliationBehavior` — party and employer resolution helpers.
+ *
+ * @module @mj-biz-apps/orders-entities
+ */
+import { RunView } from '@memberjunction/core';
+function durationMs(row, asOf) {
+    const start = row.StartDate ? new Date(row.StartDate).getTime() : 0;
+    const endRaw = row.EndDate ? new Date(row.EndDate).getTime() : asOf.getTime();
+    const end = Number.isFinite(endRaw) ? endRaw : asOf.getTime();
+    const begin = Number.isFinite(start) ? start : 0;
+    return Math.max(0, end - begin);
+}
+/**
+ * Active Employee relationship to an organization as of `asOf`.
+ * Zero matches → null. One match → that org. Several → the longest-lasting
+ * (earliest StartDate / longest span; a null StartDate counts as longest).
+ */
+export async function ResolveActiveEmployerOrganization(provider, personID, asOf = new Date(), user) {
+    if (!personID || !provider)
+        return null;
+    const rv = new RunView(provider);
+    const date = asOf.toISOString().slice(0, 10);
+    try {
+        const res = await rv.RunView({
+            EntityName: 'MJ_BizApps_Common: Relationships',
+            ExtraFilter: `FromPersonID='${personID.replace(/'/g, "''")}' AND ToOrganizationID IS NOT NULL ` +
+                `AND Status='Active' ` +
+                `AND (StartDate IS NULL OR StartDate <= '${date}') ` +
+                `AND (EndDate IS NULL OR EndDate >= '${date}') ` +
+                `AND RelationshipType IN ('Employer', 'Employee', 'Employment')`,
+            Fields: ['ToOrganizationID', 'StartDate', 'EndDate'],
+            ResultType: 'simple',
+            BypassCache: true,
+        }, user);
+        const rows = (res?.Success ? res.Results : null) ?? [];
+        if (rows.length === 0)
+            return null;
+        if (rows.length === 1)
+            return rows[0].ToOrganizationID ?? null;
+        const best = [...rows].sort((a, b) => durationMs(b, asOf) - durationMs(a, asOf))[0];
+        return best?.ToOrganizationID ?? null;
+    }
+    catch {
+        return null;
+    }
+}
+/** @deprecated Use {@link ResolveActiveEmployerOrganization} — multiple employers now pick the longest-lasting. */
+export async function ResolveSingularActiveEmployerOrganization(provider, personID, asOf = new Date(), user) {
+    return ResolveActiveEmployerOrganization(provider, personID, asOf, user);
+}
+//# sourceMappingURL=PartyAffiliationBehavior.js.map

package/dist/PartyAffiliationBehavior.js.map

@@ -0,0 +1 @@
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