@mj-biz-apps/sales-entities 5.1.0

package/dist/deal-draft.d.ts

@@ -0,0 +1,207 @@
+/**
+ * @fileoverview `DealDraft` — the client-side model of a deal being composed.
+ *
+ * WHY THIS EXISTS. `DealEntityServer` composes a whole deal — header, lines, payment schedule — and
+ * writes it in one transaction. A browser cannot use any of that. The class the client holds is the
+ * GENERATED `mjBizAppsSalesDealEntity`, not the server subclass, so `.Lines` does not exist there and
+ * the transient children have no way to cross the entity-save boundary as scalar fields. The only
+ * alternative is what a UI does when it has no other option: save the deal, then each line, then each
+ * instalment, as separate round trips — and a failure partway leaves a numbered deal with nothing
+ * under it.
+ *
+ * `DealDraft` is the other half of the answer: something the UI holds and mutates that knows how to
+ * become the payload `Sales.SaveDeal` accepts, which the server then rehydrates into the real entity
+ * tree. bizapps-orders solved this with `OrderDraft` and bizapps-contracts with `ContractDraft`; this
+ * is that pattern applied to a deal.
+ *
+ * ── WHAT IT DELIBERATELY DOES NOT DO ────────────────────────────────────────────────────────────
+ *
+ * IT DOES NOT PRICE ANYTHING, and it does not re-implement a single business rule. This app's first
+ * rule is that sales never computes money: no multiplying quantity by price, no applying a discount
+ * percentage, no summing lines into a header total, no rounding. That rule holds here too. In
+ * particular `Total` is NOT derived from `AnnualGrossFees - DiscountAmount` — those three are figures
+ * transcribed from a signed document, and the subtraction on the page belongs to the customer and the
+ * account director, not to this class. `Validate()` does not check that they are consistent with each
+ * other either, because doing so would be asserting the arithmetic by the back door.
+ *
+ * Likewise the close lock, owner-role uniqueness, company/pipeline agreement and deal numbering all
+ * live in the entity subclasses on the server, on the one path every write takes. A second
+ * implementation living next to the UI is the thing that eventually disagrees with the first, and the
+ * disagreement surfaces as a deal the form said was fine and the server refused.
+ *
+ * What {@link DealDraft.Validate} checks is only what a form can honestly check without a database:
+ * is a required field filled in, do these dates make sense against each other, does this line have a
+ * product name. Everything it reports is a REQUIREMENT the user must satisfy before the server will
+ * even look at the record — never a judgement about whether the deal is sound.
+ *
+ * ── FRAMEWORK-FREE ON PURPOSE ───────────────────────────────────────────────────────────────────
+ *
+ * No Angular, no DOM, no MJ provider. Three consequences that all matter: the create surface and the
+ * edit surface can bind to the SAME instance rather than to copies that drift; the whole model is
+ * unit-testable with no harness; and the validation shape below can be lifted into MJ core later
+ * without dragging a UI framework behind it.
+ *
+ * @module @mj-biz-apps/sales-entities
+ */
+import type { SalesSaveDealInput } from './generated/remote_operations.js';
+/** Which pane of the deal workspace an issue belongs to. Matches the tab keys EXACTLY. */
+export type DealDraftSection = 'party' | 'lines' | 'schedule' | 'terms' | 'variances';
+export type DealDraftSeverity = 'error' | 'warning';
+/** One problem with the draft, addressed to the part of the UI that can fix it. */
+export interface DealDraftIssue {
+    Section: DealDraftSection;
+    /** The offending field, where one field owns the problem. Null for whole-section issues. */
+    Field: string | null;
+    /** For a line or instalment issue: which row, by its ClientKey. */
+    ClientKey: string | null;
+    Severity: DealDraftSeverity;
+    /** Human-readable and safe to show verbatim. */
+    Message: string;
+}
+export interface DealDraftValidation {
+    /** False when at least one issue is an error. Warnings alone do not block a save. */
+    IsValid: boolean;
+    Issues: DealDraftIssue[];
+}
+/**
+ * A line being composed. `ClientKey` is the identity the FORM uses — it exists from the moment the
+ * row is added, whereas `ID` only exists after a save, and a grid needs a stable key before then.
+ */
+export interface DealDraftLine {
+    ClientKey: string;
+    /** Null until this line has been saved at least once. */
+    ID: string | null;
+    ProductID: string | null;
+    ProductName: string | null;
+    DealLineTypeID: string | null;
+    Quantity: number;
+    RequestedDiscountPct: number | null;
+    OverrideUnitPrice: number | null;
+    /** The signed figures. Transcribed, never derived — see the file header. */
+    AnnualGrossFees: number | null;
+    DiscountAmount: number | null;
+    Total: number | null;
+    TermMonths: number | null;
+    ServicePeriodStart: string | null;
+    ServicePeriodEnd: string | null;
+    Description: string | null;
+}
+/** One negotiated instalment. No rows at all is the normal case — standard terms. */
+export interface DealDraftScheduleRow {
+    ClientKey: string;
+    ID: string | null;
+    PaymentDate: string | null;
+    Amount: number | null;
+    Description: string | null;
+}
+/** The deal header, as the form holds it. */
+export interface DealDraftHeader {
+    ID: string | null;
+    Name: string;
+    PipelineID: string | null;
+    PipelineStageID: string | null;
+    DealTypeID: string | null;
+    DealStatusTypeID: string | null;
+    AccountID: string | null;
+    PrimaryContactID: string | null;
+    BillingContactID: string | null;
+    CompanyID: string | null;
+    OwnerEmployeeID: string | null;
+    Amount: number | null;
+    CurrencyID: string | null;
+    TermMonths: number | null;
+    EstimatedProjectWeeks: number | null;
+    ExecutionDate: string | null;
+    StartDate: string | null;
+    ExpectedCloseDate: string | null;
+    Probability: number | null;
+    ForecastCategoryTypeID: string | null;
+    LeadSourceTypeID: string | null;
+    AutoRenew: boolean;
+    AnnualIncreasePctOverride: number | null;
+    CancellationNoticeDaysOverride: number | null;
+    PaymentMethod: string | null;
+    ContractVariances: string | null;
+    Description: string | null;
+    NextStep: string | null;
+    NextStepDate: string | null;
+}
+/**
+ * The house defaults the form pre-fills. `AnnualIncreasePctOverride` and
+ * `CancellationNoticeDaysOverride` are NOT among them, deliberately: their real defaults (5% / 90
+ * days) live on the contracts ContractType, and null here means "use the standard term". Writing 5
+ * and 90 into every draft would freeze this year's policy into next year's renewals. The FORM may
+ * display 5 and 90 as placeholder text — that is presentation — but the draft must send null unless
+ * the AD actually typed something else.
+ */
+export declare const DEAL_DRAFT_DEFAULT_PAYMENT_METHOD = "ACH";
+/**
+ * A deal being composed, whether it is new or being edited. The create surface and the edit surface
+ * bind to the same class on purpose: a deal being created is just a draft whose `ID` is null, and two
+ * separate models would drift apart within a release.
+ */
+export declare class DealDraft {
+    Header: DealDraftHeader;
+    Lines: DealDraftLine[];
+    Schedule: DealDraftScheduleRow[];
+    /**
+     * Monotonic counter behind {@link NextClientKey}. Not an ID and never persisted — it only has to
+     * be unique within one editing session, which is all a grid key needs.
+     */
+    private _keySeq;
+    constructor(header?: Partial<DealDraftHeader>);
+    /** True when this draft has never been saved — what the UI reads to say "New Deal". */
+    get IsNew(): boolean;
+    /** A session-unique key for a new row. See {@link _keySeq}. */
+    NextClientKey(prefix: string): string;
+    /** Appends an empty line and returns it, so the caller can bind to it immediately. */
+    AddLine(seed?: Partial<DealDraftLine>): DealDraftLine;
+    /**
+     * Removes a line from the draft. No deleted-row bookkeeping is needed here — unlike the server
+     * subclass, the draft sends its lines as the COMPLETE desired set, so a row that is gone from the
+     * array is gone from the payload, and the server deletes whatever is no longer named.
+     */
+    RemoveLine(lineOrKey: DealDraftLine | string): boolean;
+    /** Appends an empty instalment and returns it. */
+    AddScheduleRow(seed?: Partial<DealDraftScheduleRow>): DealDraftScheduleRow;
+    RemoveScheduleRow(rowOrKey: DealDraftScheduleRow | string): boolean;
+    /**
+     * What a form can honestly check with no database behind it. Every issue here is a REQUIREMENT
+     * the server will reject the draft for anyway — never a judgement about the commercial sense of
+     * the deal, and never anything that needs arithmetic.
+     */
+    Validate(): DealDraftValidation;
+    /** Issues for one section — what a tab reads to decide whether to show a badge. */
+    IssuesFor(section: DealDraftSection, validation?: DealDraftValidation): DealDraftIssue[];
+    /**
+     * Becomes the `Sales.SaveDeal` input.
+     *
+     * TYPED AS THE GENERATED CONTRACT, not as a loose bag. `SalesSaveDealInput` comes from the
+     * operation's own metadata, so binding to it here means a field renamed on the server breaks this
+     * method at compile time instead of silently dropping out of the payload at runtime. That is the
+     * only reason this otherwise framework-free class imports anything.
+     *
+     * `Lines` and `PaymentSchedule` are ALWAYS included, even when empty, because the operation treats
+     * a present array as the complete desired set and an absent one as "leave the children alone". A
+     * workspace that holds the whole tree always means the former — if it is showing the user zero
+     * lines, zero lines is the intent.
+     */
+    ToSaveInput(): SalesSaveDealInput;
+    /**
+     * Folds a successful save result back in, so the same instance keeps being the live model instead
+     * of the caller rebuilding one. Matching is by `ClientKey` — which is exactly why the operation
+     * echoes it back.
+     */
+    ApplySaveResult(result: {
+        DealID?: string | null;
+        Lines?: Array<{
+            ClientKey?: string | null;
+            ID: string;
+        }>;
+        PaymentSchedule?: Array<{
+            ClientKey?: string | null;
+            ID: string;
+        }>;
+    }): void;
+}
+//# sourceMappingURL=deal-draft.d.ts.map

package/dist/deal-draft.d.ts.map

@@ -0,0 +1 @@
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package/dist/deal-draft.js

@@ -0,0 +1,318 @@
+/**
+ * The house defaults the form pre-fills. `AnnualIncreasePctOverride` and
+ * `CancellationNoticeDaysOverride` are NOT among them, deliberately: their real defaults (5% / 90
+ * days) live on the contracts ContractType, and null here means "use the standard term". Writing 5
+ * and 90 into every draft would freeze this year's policy into next year's renewals. The FORM may
+ * display 5 and 90 as placeholder text — that is presentation — but the draft must send null unless
+ * the AD actually typed something else.
+ */
+export const DEAL_DRAFT_DEFAULT_PAYMENT_METHOD = 'ACH';
+/* ────────────────────────────────────────────────────────────────────────────
+ * The draft
+ * ──────────────────────────────────────────────────────────────────────────── */
+/**
+ * A deal being composed, whether it is new or being edited. The create surface and the edit surface
+ * bind to the same class on purpose: a deal being created is just a draft whose `ID` is null, and two
+ * separate models would drift apart within a release.
+ */
+export class DealDraft {
+    constructor(header) {
+        this.Lines = [];
+        this.Schedule = [];
+        /**
+         * Monotonic counter behind {@link NextClientKey}. Not an ID and never persisted — it only has to
+         * be unique within one editing session, which is all a grid key needs.
+         */
+        this._keySeq = 0;
+        this.Header = {
+            ID: null,
+            Name: '',
+            PipelineID: null,
+            PipelineStageID: null,
+            DealTypeID: null,
+            DealStatusTypeID: null,
+            AccountID: null,
+            PrimaryContactID: null,
+            BillingContactID: null,
+            CompanyID: null,
+            OwnerEmployeeID: null,
+            Amount: null,
+            CurrencyID: null,
+            TermMonths: null,
+            EstimatedProjectWeeks: null,
+            ExecutionDate: null,
+            StartDate: null,
+            ExpectedCloseDate: null,
+            Probability: null,
+            ForecastCategoryTypeID: null,
+            LeadSourceTypeID: null,
+            AutoRenew: false,
+            AnnualIncreasePctOverride: null,
+            CancellationNoticeDaysOverride: null,
+            PaymentMethod: DEAL_DRAFT_DEFAULT_PAYMENT_METHOD,
+            ContractVariances: null,
+            Description: null,
+            NextStep: null,
+            NextStepDate: null,
+            ...header,
+        };
+    }
+    /** True when this draft has never been saved — what the UI reads to say "New Deal". */
+    get IsNew() {
+        return !this.Header.ID;
+    }
+    /** A session-unique key for a new row. See {@link _keySeq}. */
+    NextClientKey(prefix) {
+        this._keySeq += 1;
+        return `${prefix}-${this._keySeq}`;
+    }
+    /* ── Lines ──────────────────────────────────────────────────────────── */
+    /** Appends an empty line and returns it, so the caller can bind to it immediately. */
+    AddLine(seed) {
+        const line = {
+            ClientKey: this.NextClientKey('line'),
+            ID: null,
+            ProductID: null,
+            ProductName: null,
+            DealLineTypeID: null,
+            Quantity: 1,
+            RequestedDiscountPct: null,
+            OverrideUnitPrice: null,
+            AnnualGrossFees: null,
+            DiscountAmount: null,
+            Total: null,
+            TermMonths: null,
+            ServicePeriodStart: null,
+            ServicePeriodEnd: null,
+            Description: null,
+            ...seed,
+        };
+        this.Lines.push(line);
+        return line;
+    }
+    /**
+     * Removes a line from the draft. No deleted-row bookkeeping is needed here — unlike the server
+     * subclass, the draft sends its lines as the COMPLETE desired set, so a row that is gone from the
+     * array is gone from the payload, and the server deletes whatever is no longer named.
+     */
+    RemoveLine(lineOrKey) {
+        const key = typeof lineOrKey === 'string' ? lineOrKey : lineOrKey.ClientKey;
+        const idx = this.Lines.findIndex((l) => l.ClientKey === key);
+        if (idx < 0) {
+            return false;
+        }
+        this.Lines.splice(idx, 1);
+        return true;
+    }
+    /* ── Payment schedule ───────────────────────────────────────────────── */
+    /** Appends an empty instalment and returns it. */
+    AddScheduleRow(seed) {
+        const row = {
+            ClientKey: this.NextClientKey('pay'),
+            ID: null,
+            PaymentDate: null,
+            Amount: null,
+            Description: null,
+            ...seed,
+        };
+        this.Schedule.push(row);
+        return row;
+    }
+    RemoveScheduleRow(rowOrKey) {
+        const key = typeof rowOrKey === 'string' ? rowOrKey : rowOrKey.ClientKey;
+        const idx = this.Schedule.findIndex((r) => r.ClientKey === key);
+        if (idx < 0) {
+            return false;
+        }
+        this.Schedule.splice(idx, 1);
+        return true;
+    }
+    /* ── Validation ─────────────────────────────────────────────────────── */
+    /**
+     * What a form can honestly check with no database behind it. Every issue here is a REQUIREMENT
+     * the server will reject the draft for anyway — never a judgement about the commercial sense of
+     * the deal, and never anything that needs arithmetic.
+     */
+    Validate() {
+        const issues = [];
+        const err = (Section, Field, Message, ClientKey = null) => {
+            issues.push({ Section, Field, ClientKey, Severity: 'error', Message });
+        };
+        const warn = (Section, Field, Message, ClientKey = null) => {
+            issues.push({ Section, Field, ClientKey, Severity: 'warning', Message });
+        };
+        // ── Party ──
+        if (!this.Header.Name || !this.Header.Name.trim()) {
+            err('party', 'Name', 'A deal needs a name.');
+        }
+        if (!this.Header.PipelineID) {
+            err('party', 'PipelineID', 'Choose a pipeline. It determines the stages and the selling company.');
+        }
+        if (!this.Header.AccountID) {
+            // A warning, not an error: the schema allows a deal with no account, and an early-stage
+            // opportunity legitimately has none yet. Worth flagging because it is almost always an
+            // omission rather than an intent.
+            warn('party', 'AccountID', 'No customer chosen yet — this deal is not attached to an account.');
+        }
+        // ── Terms / dates ──
+        // Only orderings the schema itself would reject, or that are unambiguously wrong. Note there
+        // is deliberately NO check of ExecutionDate against StartDate: work that begins before
+        // signature is common and legitimate, and the database does not constrain them either.
+        if (this.Header.Probability !== null && (this.Header.Probability < 0 || this.Header.Probability > 100)) {
+            err('terms', 'Probability', 'Probability must be between 0 and 100.');
+        }
+        if (this.Header.AnnualIncreasePctOverride !== null
+            && (this.Header.AnnualIncreasePctOverride < 0 || this.Header.AnnualIncreasePctOverride > 100)) {
+            err('terms', 'AnnualIncreasePctOverride', 'Annual increase must be between 0 and 100%.');
+        }
+        if (this.Header.CancellationNoticeDaysOverride !== null && this.Header.CancellationNoticeDaysOverride < 0) {
+            err('terms', 'CancellationNoticeDaysOverride', 'Cancellation notice cannot be negative.');
+        }
+        if (this.Header.TermMonths !== null && this.Header.TermMonths < 0) {
+            err('terms', 'TermMonths', 'Term cannot be negative.');
+        }
+        if (this.Header.EstimatedProjectWeeks !== null && this.Header.EstimatedProjectWeeks < 0) {
+            err('terms', 'EstimatedProjectWeeks', 'Estimated timeline cannot be negative.');
+        }
+        // ── Lines ──
+        for (const line of this.Lines) {
+            const label = line.ProductName?.trim() || 'this line';
+            if (!line.ProductName || !line.ProductName.trim()) {
+                err('lines', 'ProductName', 'Every line needs a product or service name.', line.ClientKey);
+            }
+            if (line.Quantity === null || line.Quantity === undefined || line.Quantity < 0) {
+                err('lines', 'Quantity', `Quantity on ${label} must be zero or more.`, line.ClientKey);
+            }
+            if (line.RequestedDiscountPct !== null && (line.RequestedDiscountPct < 0 || line.RequestedDiscountPct > 100)) {
+                err('lines', 'RequestedDiscountPct', `Requested discount on ${label} must be between 0 and 100%.`, line.ClientKey);
+            }
+            if (line.AnnualGrossFees !== null && line.AnnualGrossFees < 0) {
+                err('lines', 'AnnualGrossFees', `Annual gross fees on ${label} cannot be negative.`, line.ClientKey);
+            }
+            if (line.DiscountAmount !== null && line.DiscountAmount < 0) {
+                err('lines', 'DiscountAmount', `Discount on ${label} cannot be negative — a surcharge belongs on its own line.`, line.ClientKey);
+            }
+            if (line.ServicePeriodStart && line.ServicePeriodEnd && line.ServicePeriodEnd < line.ServicePeriodStart) {
+                err('lines', 'ServicePeriodEnd', `Service period on ${label} ends before it starts.`, line.ClientKey);
+            }
+            if (!line.DealLineTypeID) {
+                warn('lines', 'DealLineTypeID', `${label} has no type set — recurring and one-time lines behave differently downstream.`, line.ClientKey);
+            }
+            // NOT CHECKED, on purpose: whether Total equals AnnualGrossFees - DiscountAmount. All
+            // three are transcribed from a signed document; asserting the relationship would be this
+            // app computing money, which is the one thing it must never do.
+        }
+        // ── Payment schedule ──
+        for (const row of this.Schedule) {
+            if (row.Amount === null && !row.Description) {
+                err('schedule', 'Amount', 'An instalment needs at least an amount or a description.', row.ClientKey);
+            }
+        }
+        // NOT CHECKED: whether the instalments sum to the deal amount. Summing them and comparing is
+        // computing money, and the authoritative total lives in orders, not here.
+        return { IsValid: !issues.some((i) => i.Severity === 'error'), Issues: issues };
+    }
+    /** Issues for one section — what a tab reads to decide whether to show a badge. */
+    IssuesFor(section, validation) {
+        const v = validation ?? this.Validate();
+        return v.Issues.filter((i) => i.Section === section);
+    }
+    /* ── Serialization ──────────────────────────────────────────────────── */
+    /**
+     * Becomes the `Sales.SaveDeal` input.
+     *
+     * TYPED AS THE GENERATED CONTRACT, not as a loose bag. `SalesSaveDealInput` comes from the
+     * operation's own metadata, so binding to it here means a field renamed on the server breaks this
+     * method at compile time instead of silently dropping out of the payload at runtime. That is the
+     * only reason this otherwise framework-free class imports anything.
+     *
+     * `Lines` and `PaymentSchedule` are ALWAYS included, even when empty, because the operation treats
+     * a present array as the complete desired set and an absent one as "leave the children alone". A
+     * workspace that holds the whole tree always means the former — if it is showing the user zero
+     * lines, zero lines is the intent.
+     */
+    ToSaveInput() {
+        if (!this.Header.PipelineID) {
+            throw new Error('DealDraft.ToSaveInput: PipelineID is required. Call Validate() first and show the issues.');
+        }
+        const h = this.Header;
+        return {
+            ID: h.ID,
+            Name: h.Name,
+            PipelineID: h.PipelineID,
+            PipelineStageID: h.PipelineStageID,
+            DealTypeID: h.DealTypeID,
+            DealStatusTypeID: h.DealStatusTypeID,
+            AccountID: h.AccountID,
+            PrimaryContactID: h.PrimaryContactID,
+            BillingContactID: h.BillingContactID,
+            CompanyID: h.CompanyID,
+            OwnerEmployeeID: h.OwnerEmployeeID,
+            Amount: h.Amount,
+            CurrencyID: h.CurrencyID,
+            TermMonths: h.TermMonths,
+            EstimatedProjectWeeks: h.EstimatedProjectWeeks,
+            ExecutionDate: h.ExecutionDate,
+            StartDate: h.StartDate,
+            ExpectedCloseDate: h.ExpectedCloseDate,
+            Probability: h.Probability,
+            ForecastCategoryTypeID: h.ForecastCategoryTypeID,
+            LeadSourceTypeID: h.LeadSourceTypeID,
+            AutoRenew: h.AutoRenew,
+            AnnualIncreasePctOverride: h.AnnualIncreasePctOverride,
+            CancellationNoticeDaysOverride: h.CancellationNoticeDaysOverride,
+            PaymentMethod: h.PaymentMethod,
+            ContractVariances: h.ContractVariances,
+            Description: h.Description,
+            NextStep: h.NextStep,
+            NextStepDate: h.NextStepDate,
+            Lines: this.Lines.map((l) => ({
+                ClientKey: l.ClientKey,
+                ID: l.ID,
+                ProductID: l.ProductID,
+                ProductName: l.ProductName,
+                DealLineTypeID: l.DealLineTypeID,
+                Quantity: l.Quantity,
+                RequestedDiscountPct: l.RequestedDiscountPct,
+                OverrideUnitPrice: l.OverrideUnitPrice,
+                AnnualGrossFees: l.AnnualGrossFees,
+                DiscountAmount: l.DiscountAmount,
+                Total: l.Total,
+                TermMonths: l.TermMonths,
+                ServicePeriodStart: l.ServicePeriodStart,
+                ServicePeriodEnd: l.ServicePeriodEnd,
+                Description: l.Description,
+            })),
+            PaymentSchedule: this.Schedule.map((r) => ({
+                ClientKey: r.ClientKey,
+                ID: r.ID,
+                PaymentDate: r.PaymentDate,
+                Amount: r.Amount,
+                Description: r.Description,
+            })),
+        };
+    }
+    /**
+     * Folds a successful save result back in, so the same instance keeps being the live model instead
+     * of the caller rebuilding one. Matching is by `ClientKey` — which is exactly why the operation
+     * echoes it back.
+     */
+    ApplySaveResult(result) {
+        if (result.DealID) {
+            this.Header.ID = result.DealID;
+        }
+        for (const r of result.Lines ?? []) {
+            const line = this.Lines.find((l) => l.ClientKey === r.ClientKey);
+            if (line) {
+                line.ID = r.ID;
+            }
+        }
+        for (const r of result.PaymentSchedule ?? []) {
+            const row = this.Schedule.find((s) => s.ClientKey === r.ClientKey);
+            if (row) {
+                row.ID = r.ID;
+            }
+        }
+    }
+}
+//# sourceMappingURL=deal-draft.js.map

package/dist/deal-draft.js.map

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