@mj-biz-apps/sales-entities 6.15.2 → 6.16.0

package/dist/account-contact-defaults.d.ts

@@ -0,0 +1,36 @@
+/**
+ * @fileoverview Which of a deal's contacts take the account's default contacts.
+ *
+ * A Sales Account can name a default primary contact and a default billing contact (issue #254). When
+ * a rep chooses the account on a deal, each EMPTY contact field on the deal takes the account's
+ * default; the rep can still change or clear it.
+ *
+ * ── WHAT THIS NEVER DOES ────────────────────────────────────────────────────────────────────────
+ *
+ * - Overwrite a contact the deal already has. A contact on the deal is a choice somebody made, and the
+ *   account changing is no reason to move the invoice or the relationship.
+ * - Copy an empty default. An account with no default billing contact leaves the deal's billing contact
+ *   to the primary-contact rule (`BillingContactFromPrimary`), which is what an empty billing contact
+ *   already means.
+ *
+ * A pure function for the same reason that rule is one: every caller shares one answer, and it is
+ * testable without standing up an entity.
+ */
+/** A pair of contact ids, as the deal and the account each hold them. */
+export interface ContactPair {
+    PrimaryContactID: string | null | undefined;
+    BillingContactID: string | null | undefined;
+}
+/** The writes to make on the deal. A field that is absent is left alone. */
+export interface ContactWrites {
+    PrimaryContactID?: string;
+    BillingContactID?: string;
+}
+/**
+ * The contacts to write onto a deal from its account's defaults.
+ *
+ * @param deal      The deal's contacts as they stand.
+ * @param defaults  The account's default contacts.
+ */
+export declare function ContactsFromAccount(deal: ContactPair, defaults: ContactPair): ContactWrites;
+//# sourceMappingURL=account-contact-defaults.d.ts.map

package/dist/account-contact-defaults.d.ts.map

@@ -0,0 +1 @@
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package/dist/account-contact-defaults.js

@@ -0,0 +1,43 @@
+/**
+ * @fileoverview Which of a deal's contacts take the account's default contacts.
+ *
+ * A Sales Account can name a default primary contact and a default billing contact (issue #254). When
+ * a rep chooses the account on a deal, each EMPTY contact field on the deal takes the account's
+ * default; the rep can still change or clear it.
+ *
+ * ── WHAT THIS NEVER DOES ────────────────────────────────────────────────────────────────────────
+ *
+ * - Overwrite a contact the deal already has. A contact on the deal is a choice somebody made, and the
+ *   account changing is no reason to move the invoice or the relationship.
+ * - Copy an empty default. An account with no default billing contact leaves the deal's billing contact
+ *   to the primary-contact rule (`BillingContactFromPrimary`), which is what an empty billing contact
+ *   already means.
+ *
+ * A pure function for the same reason that rule is one: every caller shares one answer, and it is
+ * testable without standing up an entity.
+ */
+/** True when the value names no record. */
+function isEmpty(id) {
+    return id == null || id === '';
+}
+/** The account's default for one field, when the deal's own value is empty and the default is not. */
+function fillFrom(dealValue, accountDefault) {
+    return isEmpty(dealValue) && !isEmpty(accountDefault) ? accountDefault : null;
+}
+/**
+ * The contacts to write onto a deal from its account's defaults.
+ *
+ * @param deal      The deal's contacts as they stand.
+ * @param defaults  The account's default contacts.
+ */
+export function ContactsFromAccount(deal, defaults) {
+    const writes = {};
+    const primary = fillFrom(deal.PrimaryContactID, defaults.PrimaryContactID);
+    const billing = fillFrom(deal.BillingContactID, defaults.BillingContactID);
+    if (primary)
+        writes.PrimaryContactID = primary;
+    if (billing)
+        writes.BillingContactID = billing;
+    return writes;
+}
+//# sourceMappingURL=account-contact-defaults.js.map

package/dist/account-contact-defaults.js.map

@@ -0,0 +1 @@
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package/dist/billing-contact-default.d.ts

@@ -0,0 +1,28 @@
+/**
+ * @fileoverview When a deal's Billing Contact takes its Primary Contact's value.
+ *
+ * The primary contact is usually the person the invoice goes to, so a rep who picks one should not
+ * have to search for the same person again in Billing Contact (issue #312). Picking a primary contact
+ * fills an EMPTY billing contact with the same person; the rep can still change or clear it.
+ *
+ * ── WHAT THIS NEVER DOES ────────────────────────────────────────────────────────────────────────
+ *
+ * - Overwrite a billing contact that is already filled in. A different billing contact is a choice
+ *   somebody made, and replacing it because the primary changed would silently move the invoice.
+ * - Follow the primary contact after the copy. Once filled, the billing contact is its own value;
+ *   changing the primary later leaves it alone (the rule above).
+ * - Treat an empty billing contact as missing. Empty still means "bill the primary contact", which is
+ *   what the column says and what order provisioning falls back to. A rep who clears the copy gets that.
+ *
+ * A pure function so both tiers and every caller share one answer, and so it is testable without
+ * standing up an entity.
+ */
+/**
+ * The contact to write into Billing Contact after Primary Contact was set, or null to leave it alone.
+ *
+ * @param priorPrimary  Primary Contact before the write.
+ * @param nextPrimary   Primary Contact after the write.
+ * @param billing       Billing Contact as it stands.
+ */
+export declare function BillingContactFromPrimary(priorPrimary: string | null | undefined, nextPrimary: string | null | undefined, billing: string | null | undefined): string | null;
+//# sourceMappingURL=billing-contact-default.d.ts.map

package/dist/billing-contact-default.d.ts.map

@@ -0,0 +1 @@
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package/dist/billing-contact-default.js

@@ -0,0 +1,42 @@
+/**
+ * @fileoverview When a deal's Billing Contact takes its Primary Contact's value.
+ *
+ * The primary contact is usually the person the invoice goes to, so a rep who picks one should not
+ * have to search for the same person again in Billing Contact (issue #312). Picking a primary contact
+ * fills an EMPTY billing contact with the same person; the rep can still change or clear it.
+ *
+ * ── WHAT THIS NEVER DOES ────────────────────────────────────────────────────────────────────────
+ *
+ * - Overwrite a billing contact that is already filled in. A different billing contact is a choice
+ *   somebody made, and replacing it because the primary changed would silently move the invoice.
+ * - Follow the primary contact after the copy. Once filled, the billing contact is its own value;
+ *   changing the primary later leaves it alone (the rule above).
+ * - Treat an empty billing contact as missing. Empty still means "bill the primary contact", which is
+ *   what the column says and what order provisioning falls back to. A rep who clears the copy gets that.
+ *
+ * A pure function so both tiers and every caller share one answer, and so it is testable without
+ * standing up an entity.
+ */
+/** True when the value names no record. */
+function isEmpty(id) {
+    return id == null || id === '';
+}
+/**
+ * The contact to write into Billing Contact after Primary Contact was set, or null to leave it alone.
+ *
+ * @param priorPrimary  Primary Contact before the write.
+ * @param nextPrimary   Primary Contact after the write.
+ * @param billing       Billing Contact as it stands.
+ */
+export function BillingContactFromPrimary(priorPrimary, nextPrimary, billing) {
+    if (isEmpty(nextPrimary) || !isEmpty(billing)) {
+        return null;
+    }
+    // Only a CHANGE of primary copies. Writing the same value again (a field re-emitting its value)
+    // must not refill a billing contact the rep deliberately cleared.
+    if (!isEmpty(priorPrimary) && priorPrimary.toLowerCase() === nextPrimary.toLowerCase()) {
+        return null;
+    }
+    return nextPrimary;
+}
+//# sourceMappingURL=billing-contact-default.js.map

package/dist/billing-contact-default.js.map

@@ -0,0 +1 @@
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package/dist/close-lock.d.ts

@@ -43,6 +43,10 @@ export declare function DealFieldsEditableWhileLocked(isLost: boolean): Readonly
  * Callers should prefer this to reaching into the sets, so the membership test stays in one place.
  */
 export declare function IsDealFieldEditableWhileLocked(fieldName: string, isLost: boolean): boolean;
+/** Every close stamp, for a caller that has to walk them. */
+export declare function DealCloseStampFields(): readonly string[];
+/** Whether `fieldName` is a close stamp, which only the close and the reopen may write. */
+export declare function IsDealCloseStamp(fieldName: string): boolean;
 /** The on-screen label for a deal field: the override if there is one, else the field name split into words. */
 export declare function DealFieldLabel(fieldName: string): string;
 /**

package/dist/close-lock.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"close-lock.d.ts","sourceRoot":"","sources":["../src/close-lock.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;GA2BG;AACH,OAAO,EAAW,KAAK,QAAQ,EAAE,MAAM,sBAAsB,CAAC;AA0C9D;;;;;;;;GAQG;AACH,wBAAgB,6BAA6B,CAAC,MAAM,EAAE,OAAO,GAAG,WAAW,CAAC,MAAM,CAAC,CAKlF;AAED;;;;GAIG;AACH,wBAAgB,8BAA8B,CAAC,SAAS,EAAE,MAAM,EAAE,MAAM,EAAE,OAAO,GAAG,OAAO,CAE1F;AAkDD,gHAAgH;AAChH,wBAAgB,cAAc,CAAC,SAAS,EAAE,MAAM,GAAG,MAAM,CAExD;AAED;;;;;;;;;;;;;GAaG;AACH,wBAAgB,0BAA0B,CAAC,MAAM,EAAE,OAAO,GAAG,SAAS,MAAM,EAAE,CAE7E;AAED;;;;;GAKG;AACH,wBAAgB,UAAU,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,MAAM,CAI5D;AAKD,mGAAmG;AACnG,MAAM,WAAW,aAAa;IAC1B,QAAQ,EAAE,OAAO,CAAC;IAClB,sEAAsE;IACtE,UAAU,EAAE,MAAM,GAAG,IAAI,CAAC;IAC1B;;;;;;;;OAQG;IACH,MAAM,EAAE,OAAO,CAAC;IAChB;;;;;;;;;;;;;;;;;;;OAmBG;IACH,KAAK,EAAE,OAAO,CAAC;IACf,oEAAoE;IACpE,MAAM,EAAE,MAAM,GAAG,IAAI,CAAC;CACzB;AAED;;;;;;;;;;;;;;;;;GAiBG;AACH,wBAAsB,oBAAoB,CACtC,iBAAiB,EAAE,MAAM,GAAG,IAAI,GAAG,SAAS,EAC5C,WAAW,CAAC,EAAE,QAAQ,GACvB,OAAO,CAAC,aAAa,CAAC,CAyExB;AAED,4FAA4F;AAC5F,MAAM,WAAW,gBAAgB;IAC7B,EAAE,EAAE,MAAM,CAAC;IACX,IAAI,EAAE,MAAM,CAAC;IACb,8EAA8E;IAC9E,SAAS,EAAE,OAAO,CAAC;IACnB;;;OAGG;IACH,KAAK,EAAE,OAAO,CAAC;IACf,MAAM,EAAE,OAAO,CAAC;CACnB;AAED;;;;;;;;;;;;GAYG;AACH,wBAAsB,qBAAqB,CAAC,WAAW,CAAC,EAAE,QAAQ,GAAG,OAAO,CAAC,gBAAgB,EAAE,CAAC,CAiC/F"}
+{"version":3,"file":"close-lock.d.ts","sourceRoot":"","sources":["../src/close-lock.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;GA2BG;AACH,OAAO,EAAW,KAAK,QAAQ,EAAE,MAAM,sBAAsB,CAAC;AA0C9D;;;;;;;;GAQG;AACH,wBAAgB,6BAA6B,CAAC,MAAM,EAAE,OAAO,GAAG,WAAW,CAAC,MAAM,CAAC,CAKlF;AAED;;;;GAIG;AACH,wBAAgB,8BAA8B,CAAC,SAAS,EAAE,MAAM,EAAE,MAAM,EAAE,OAAO,GAAG,OAAO,CAE1F;AAgBD,6DAA6D;AAC7D,wBAAgB,oBAAoB,IAAI,SAAS,MAAM,EAAE,CAExD;AAED,2FAA2F;AAC3F,wBAAgB,gBAAgB,CAAC,SAAS,EAAE,MAAM,GAAG,OAAO,CAE3D;AAoDD,gHAAgH;AAChH,wBAAgB,cAAc,CAAC,SAAS,EAAE,MAAM,GAAG,MAAM,CAExD;AAED;;;;;;;;;;;;;GAaG;AACH,wBAAgB,0BAA0B,CAAC,MAAM,EAAE,OAAO,GAAG,SAAS,MAAM,EAAE,CAE7E;AAED;;;;;GAKG;AACH,wBAAgB,UAAU,CAAC,MAAM,EAAE,SAAS,MAAM,EAAE,GAAG,MAAM,CAI5D;AAKD,mGAAmG;AACnG,MAAM,WAAW,aAAa;IAC1B,QAAQ,EAAE,OAAO,CAAC;IAClB,sEAAsE;IACtE,UAAU,EAAE,MAAM,GAAG,IAAI,CAAC;IAC1B;;;;;;;;OAQG;IACH,MAAM,EAAE,OAAO,CAAC;IAChB;;;;;;;;;;;;;;;;;;;OAmBG;IACH,KAAK,EAAE,OAAO,CAAC;IACf,oEAAoE;IACpE,MAAM,EAAE,MAAM,GAAG,IAAI,CAAC;CACzB;AAED;;;;;;;;;;;;;;;;;GAiBG;AACH,wBAAsB,oBAAoB,CACtC,iBAAiB,EAAE,MAAM,GAAG,IAAI,GAAG,SAAS,EAC5C,WAAW,CAAC,EAAE,QAAQ,GACvB,OAAO,CAAC,aAAa,CAAC,CAyExB;AAED,4FAA4F;AAC5F,MAAM,WAAW,gBAAgB;IAC7B,EAAE,EAAE,MAAM,CAAC;IACX,IAAI,EAAE,MAAM,CAAC;IACb,8EAA8E;IAC9E,SAAS,EAAE,OAAO,CAAC;IACnB;;;OAGG;IACH,KAAK,EAAE,OAAO,CAAC;IACf,MAAM,EAAE,OAAO,CAAC;CACnB;AAED;;;;;;;;;;;;GAYG;AACH,wBAAsB,qBAAqB,CAAC,WAAW,CAAC,EAAE,QAAQ,GAAG,OAAO,CAAC,gBAAgB,EAAE,CAAC,CAiC/F"}

package/dist/close-lock.js

@@ -88,6 +88,27 @@ export function DealFieldsEditableWhileLocked(isLost) {
 export function IsDealFieldEditableWhileLocked(fieldName, isLost) {
     return EDITABLE_ON_ANY_LOCKED_DEAL.has(fieldName) || (isLost && EDITABLE_ON_A_LOST_DEAL.has(fieldName));
 }
+/**
+ * The close stamps: written by `Sales.CloseDeal`, cleared by `Sales.ReopenDeal`, and by nothing else
+ * (bizapps-sales#252).
+ *
+ * Not a lock rule -- they are frozen on an OPEN deal too. Every surface that asks "has this deal
+ * closed?" reads these stamps, because they are what the close writes when it actually runs. A stamp
+ * typed onto an open deal therefore made the whole header call it closed: a rep looking for where to
+ * enter an expected close found Actual Close Date, typed a future day, and the deal read "Closed".
+ *
+ * Here for the reason the lock's own list is: the entity server refuses a direct write and the form
+ * renders the fields read-only, and both read this one set.
+ */
+const DEAL_CLOSE_STAMP_FIELDS = new Set(['ClosedAt', 'ActualCloseDate', 'ClosedByUserID']);
+/** Every close stamp, for a caller that has to walk them. */
+export function DealCloseStampFields() {
+    return [...DEAL_CLOSE_STAMP_FIELDS];
+}
+/** Whether `fieldName` is a close stamp, which only the close and the reopen may write. */
+export function IsDealCloseStamp(fieldName) {
+    return DEAL_CLOSE_STAMP_FIELDS.has(fieldName);
+}
 /**
  * What each editable-while-locked field is CALLED on screen.
  *
@@ -108,6 +129,8 @@ const DEAL_FIELD_LABELS = {
     CampaignID: 'Campaign',
     LossNotes: 'Loss Notes',
     DealStatusTypeID: 'Deal Status',
+    // The close stamps, named in the refusal a direct write gets (#252).
+    ClosedByUserID: 'Closed By',
 };
 /**
  * Splits a column name into words and drops a trailing `ID`: `ExpectedCloseDate` -> `Expected Close

package/dist/close-lock.js.map

@@ -1 +1 @@
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package/dist/deal-entity.d.ts

@@ -47,6 +47,7 @@
  */
 import { EntitySaveOptions, ValidationResult } from '@memberjunction/core';
 import { mjBizAppsOrdersOrderHeaderEntity } from '@mj-biz-apps/orders-entities';
+import { type ContactPair } from './account-contact-defaults.js';
 import { mjBizAppsSalesDealEntity, mjBizAppsSalesDealPaymentScheduleEntity } from './generated/entity_subclasses.js';
 /** The house default the form pre-fills for a new deal's payment method. */
 export declare const DEAL_DEFAULT_PAYMENT_METHOD = "ACH";
@@ -169,6 +170,45 @@ export declare class DealEntity extends mjBizAppsSalesDealEntity {
      * twice.
      */
     Save(options?: EntitySaveOptions): Promise<boolean>;
+    /**
+     * ── PICKING A PRIMARY CONTACT FILLS AN EMPTY BILLING CONTACT (#312) ─────────────────────────────
+     *
+     * The rule is {@link BillingContactFromPrimary}; this is where it runs.
+     *
+     * WHY `Set` AND NOT THE `PrimaryContactID` SETTER. The deal form's `mj-form-field` writes through
+     * `Record.Set(FieldName, value)`, which never touches the generated accessor; the deal workspace's
+     * `ngModel` writes through the accessor, which calls `Set`. Overriding `Set` is the one place both
+     * reach, so the two surfaces cannot drift. Loads and `SetMany` hydrate through `SetLocal` and skip
+     * this, so reading a deal from the database never fills anything.
+     *
+     * `Value` is `unknown` because the base signature is untyped and this only forwards it.
+     */
+    Set(FieldName: string, Value: unknown): void;
+    /**
+     * ── CHOOSING AN ACCOUNT FILLS THE DEAL'S EMPTY CONTACTS FROM IT (#254) ────────────────────────
+     *
+     * The rule is {@link ContactsFromAccount}; this reads the account and applies it. The deal form and
+     * the deal workspace call it after the rep changes the account.
+     *
+     * WHY A METHOD THE SURFACES CALL, NOT PART OF `Set`. Filling needs the account's row, which is a
+     * database read, and `Set` cannot wait for one. A read started inside `Set` and left running could
+     * land after the save it was meant to feed, or after the rep had picked a different account.
+     *
+     * BILLING IS WRITTEN BEFORE PRIMARY, so the account's billing default wins over the
+     * primary-fills-billing rule in `Set`. When the account has no billing default, writing the primary
+     * then fills an empty billing contact from it, as picking a primary by hand does.
+     *
+     * @returns the fields it filled; empty when there was nothing to fill, or when the account changed
+     *          while the read was in flight (that account's own call fills from it).
+     */
+    FillContactsFromAccount(): Promise<Array<keyof ContactPair>>;
+    /**
+     * The account's two default contacts. Throws when the read fails, so a caller can say the defaults
+     * were not applied rather than leave the fields empty without a word.
+     *
+     * Protected so tests can stand in for the database.
+     */
+    protected ReadAccountContactDefaults(accountID: string): Promise<ContactPair>;
     /**
      * @remarks
      * `super.Validate()` is what fans out to the child collections, so it must be called and its result
@@ -225,7 +265,7 @@ export declare class DealPaymentScheduleEntity extends mjBizAppsSalesDealPayment
     Validate(): ValidationResult;
 }
 /**
- * Anchor that keeps the three registrations above from being tree-shaken.
+ * Anchor that keeps the shared registrations (these and `DealTeamMemberEntity`) from being tree-shaken.
  *
  * THIS LOOKS POINTLESS AND IS NOT. `@RegisterClass` registers as a side effect of the module being
  * imported, and nothing references these classes by name — so a bundler is entirely correct to elide

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

@@ -1 +1 @@
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+{"version":3,"file":"deal-entity.d.ts","sourceRoot":"","sources":["../src/deal-entity.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA8CG;AACH,OAAO,EAEH,iBAAiB,EAIjB,gBAAgB,EACnB,MAAM,sBAAsB,CAAC;AAW9B,OAAO,EAAE,gCAAgC,EAAE,MAAM,8BAA8B,CAAC;AAEhF,OAAO,EAAuB,KAAK,WAAW,EAAE,MAAM,4BAA4B,CAAC;AAEnF,OAAO,EACH,wBAAwB,EACxB,uCAAuC,EAC1C,MAAM,+BAA+B,CAAC;AAGvC,4EAA4E;AAC5E,eAAO,MAAM,2BAA2B,QAAQ,CAAC;AAgDjD;;;;;GAKG;AACH,qBACa,UAAW,SAAQ,wBAAwB;IACpD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAkCG;IACH,OAAO,CAAC,QAAQ,CAAC,eAAe,CAI7B;IAEH;;;;;OAKG;IACH,IAAW,cAAc,IAAI,gCAAgC,GAAG,IAAI,CAEnE;IAED;;;;;;OAMG;IACI,oBAAoB,IAAI,gCAAgC;IAI/D;;;;;;;;OAQG;IACU,kBAAkB,IAAI,OAAO,CAAC,gCAAgC,GAAG,IAAI,CAAC;IAKnF;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAiDG;IACmB,IAAI,CAAC,OAAO,CAAC,EAAE,iBAAiB,GAAG,OAAO,CAAC,OAAO,CAAC;IAQzE;;;;;;;;;;;;OAYG;IACa,GAAG,CAAC,SAAS,EAAE,MAAM,EAAE,KAAK,EAAE,OAAO,GAAG,IAAI;IAa5D;;;;;;;;;;;;;;;;OAgBG;IACU,uBAAuB,IAAI,OAAO,CAAC,KAAK,CAAC,MAAM,WAAW,CAAC,CAAC;IAyBzE;;;;;OAKG;cACa,0BAA0B,CAAC,SAAS,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,CAAC;IAwBnF;;;;;OAKG;IACa,QAAQ,IAAI,gBAAgB;IA2D5C;;;;;;;;;;;;;;;;;;;;;;OAsBG;IACU,QAAQ,CAAC,UAAU,EAAE,MAAM,GAAG,IAAI,GAAG,OAAO,CAAC,IAAI,CAAC;IA8B/D;;;;;;OAMG;cACa,kBAAkB,IAAI,OAAO,CAAC,MAAM,CAAC;CAsBxD;AAED;;;;;;;;GAQG;AAEH;;GAEG;AACH,qBACa,yBAA0B,SAAQ,uCAAuC;IAClE,QAAQ,IAAI,gBAAgB;CAa/C;AAED;;;;;;;GAOG;AACH,wBAAgB,qBAAqB,IAAI,IAAI,CAK5C"}

package/dist/deal-entity.js

@@ -53,9 +53,14 @@ var __decorate = (this && this.__decorate) || function (decorators, target, key,
  */
 import { BaseEntity, ValidationErrorInfo, ValidationErrorType, } from '@memberjunction/core';
 import { RegisterClass } from '@memberjunction/global';
+import { ContactsFromAccount } from './account-contact-defaults.js';
+import { BillingContactFromPrimary } from './billing-contact-default.js';
 import { mjBizAppsSalesDealEntity, mjBizAppsSalesDealPaymentScheduleEntity, } from './generated/entity_subclasses.js';
+import { DealTeamMemberEntity } from './deal-team-member-entity.js';
 /** The house default the form pre-fills for a new deal's payment method. */
 export const DEAL_DEFAULT_PAYMENT_METHOD = 'ACH';
+/** A record id the account-defaults lookup may put in a filter. Anything else is refused, not quoted. */
+const GUID_PATTERN = /^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$/;
 /**
  * Records a blocking problem. Separated from {@link warn} because only a failure clears
  * `result.Success`, and the difference is what lets a surface distinguish "you cannot save this" from
@@ -223,6 +228,95 @@ let DealEntity = class DealEntity extends mjBizAppsSalesDealEntity {
         }
         return saved;
     }
+    /**
+     * ── PICKING A PRIMARY CONTACT FILLS AN EMPTY BILLING CONTACT (#312) ─────────────────────────────
+     *
+     * The rule is {@link BillingContactFromPrimary}; this is where it runs.
+     *
+     * WHY `Set` AND NOT THE `PrimaryContactID` SETTER. The deal form's `mj-form-field` writes through
+     * `Record.Set(FieldName, value)`, which never touches the generated accessor; the deal workspace's
+     * `ngModel` writes through the accessor, which calls `Set`. Overriding `Set` is the one place both
+     * reach, so the two surfaces cannot drift. Loads and `SetMany` hydrate through `SetLocal` and skip
+     * this, so reading a deal from the database never fills anything.
+     *
+     * `Value` is `unknown` because the base signature is untyped and this only forwards it.
+     */
+    Set(FieldName, Value) {
+        if (FieldName !== 'PrimaryContactID') {
+            super.Set(FieldName, Value);
+            return;
+        }
+        const priorPrimary = this.PrimaryContactID;
+        super.Set(FieldName, Value);
+        const billing = BillingContactFromPrimary(priorPrimary, this.PrimaryContactID, this.BillingContactID);
+        if (billing) {
+            super.Set('BillingContactID', billing);
+        }
+    }
+    /**
+     * ── CHOOSING AN ACCOUNT FILLS THE DEAL'S EMPTY CONTACTS FROM IT (#254) ────────────────────────
+     *
+     * The rule is {@link ContactsFromAccount}; this reads the account and applies it. The deal form and
+     * the deal workspace call it after the rep changes the account.
+     *
+     * WHY A METHOD THE SURFACES CALL, NOT PART OF `Set`. Filling needs the account's row, which is a
+     * database read, and `Set` cannot wait for one. A read started inside `Set` and left running could
+     * land after the save it was meant to feed, or after the rep had picked a different account.
+     *
+     * BILLING IS WRITTEN BEFORE PRIMARY, so the account's billing default wins over the
+     * primary-fills-billing rule in `Set`. When the account has no billing default, writing the primary
+     * then fills an empty billing contact from it, as picking a primary by hand does.
+     *
+     * @returns the fields it filled; empty when there was nothing to fill, or when the account changed
+     *          while the read was in flight (that account's own call fills from it).
+     */
+    async FillContactsFromAccount() {
+        const accountID = this.AccountID;
+        if (!accountID) {
+            return [];
+        }
+        const defaults = await this.ReadAccountContactDefaults(accountID);
+        if (this.AccountID?.toLowerCase() !== accountID.toLowerCase()) {
+            return [];
+        }
+        const writes = ContactsFromAccount({ PrimaryContactID: this.PrimaryContactID, BillingContactID: this.BillingContactID }, defaults);
+        const filled = [];
+        if (writes.BillingContactID) {
+            this.Set('BillingContactID', writes.BillingContactID);
+            filled.push('BillingContactID');
+        }
+        if (writes.PrimaryContactID) {
+            this.Set('PrimaryContactID', writes.PrimaryContactID);
+            filled.push('PrimaryContactID');
+        }
+        return filled;
+    }
+    /**
+     * The account's two default contacts. Throws when the read fails, so a caller can say the defaults
+     * were not applied rather than leave the fields empty without a word.
+     *
+     * Protected so tests can stand in for the database.
+     */
+    async ReadAccountContactDefaults(accountID) {
+        if (!GUID_PATTERN.test(accountID)) {
+            throw new Error(`DealEntity: the deal's account id "${accountID}" is not a record id.`);
+        }
+        const provider = this.ProviderToUse;
+        const result = await provider.RunView({
+            EntityName: 'MJ_BizApps_Sales: Sales Accounts',
+            ExtraFilter: `ID = '${accountID}'`,
+            ResultType: 'simple',
+            Fields: ['DefaultPrimaryContactID', 'DefaultBillingContactID'],
+        }, this.ContextCurrentUser);
+        if (!result.Success) {
+            throw new Error(`DealEntity: could not read the account's default contacts: ${result.ErrorMessage}`);
+        }
+        const row = (result.Results ?? [])[0];
+        return {
+            PrimaryContactID: row?.DefaultPrimaryContactID ?? null,
+            BillingContactID: row?.DefaultBillingContactID ?? null,
+        };
+    }
     /**
      * @remarks
      * `super.Validate()` is what fans out to the child collections, so it must be called and its result
@@ -367,7 +461,7 @@ DealPaymentScheduleEntity = __decorate([
 ], DealPaymentScheduleEntity);
 export { DealPaymentScheduleEntity };
 /**
- * Anchor that keeps the three registrations above from being tree-shaken.
+ * Anchor that keeps the shared registrations (these and `DealTeamMemberEntity`) from being tree-shaken.
  *
  * THIS LOOKS POINTLESS AND IS NOT. `@RegisterClass` registers as a side effect of the module being
  * imported, and nothing references these classes by name — so a bundler is entirely correct to elide
@@ -375,7 +469,7 @@ export { DealPaymentScheduleEntity };
  * this file quietly stops applying. Touching the symbols is what keeps the import alive.
  */
 export function LoadSalesDealEntities() {
-    const anchors = [DealEntity, DealPaymentScheduleEntity];
+    const anchors = [DealEntity, DealPaymentScheduleEntity, DealTeamMemberEntity];
     if (anchors.length === 0) {
         throw new Error('LoadSalesDealEntities: registration anchors were tree-shaken away.');
     }

package/dist/deal-entity.js.map

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package/dist/deal-team-member-entity.d.ts

@@ -0,0 +1,45 @@
+/**
+ * @fileoverview The shared `DealTeamMember` entity subclass — the employee-or-person rule, on the entity
+ * so the browser and the server run the same code.
+ *
+ * A team member is EITHER an MJ Employee (the internal rep, the common case) OR a common.Person (a
+ * partner rep or contractor). The table enforces it with `CK_DealTeamMember_EmployeeXorPerson`, and
+ * until this class nothing above the database did. A row that ended up with both — a new employee
+ * picked on a row whose Person was already filled — reached SQL and came back as a raw CHECK
+ * constraint error, on the exact path the duplicate-role refusal tells a user to take ("change that
+ * row's employee").
+ *
+ * Two halves, and both are needed:
+ *
+ *   - `Set()` CLEARS THE OTHER FIELD when one is given a value, so changing who holds the row is one
+ *     action rather than two. It is on the entity rather than a form because the Internal team grid is
+ *     MJ's generic related-entity grid with no hook to attach to, and the generated team row form is
+ *     regenerated by CodeGen.
+ *   - `Validate()` REFUSES both-or-neither with a message a user can act on, for every write that did
+ *     not go through `Set()` — `SetMany`, a hydrated payload, an API caller. The CHECK constraint stays
+ *     as the backstop it was written to be.
+ *
+ * `DealTeamMemberEntityServer` extends THIS class, so the server keeps both and adds the rules that need
+ * a database on top.
+ *
+ * @module @mj-biz-apps/sales-entities
+ */
+import { ValidationResult } from '@memberjunction/core';
+import { mjBizAppsSalesDealTeamMemberEntity } from './generated/entity_subclasses.js';
+export declare const TEAM_MEMBER_BOTH_MESSAGE = "A team member is either an employee or a person, not both. Clear one of them.";
+export declare const TEAM_MEMBER_NEITHER_MESSAGE = "Choose an employee, or a person for someone outside the company.";
+export declare class DealTeamMemberEntity extends mjBizAppsSalesDealTeamMemberEntity {
+    /**
+     * Giving EmployeeID or PersonID a value clears the other.
+     *
+     * Only a NON-EMPTY value clears, so emptying one field never empties its partner. Loads do not come
+     * through here (`SetMany` writes with `SetLocal`), so reading a stored row changes nothing.
+     */
+    Set(FieldName: string, Value: unknown): void;
+    /**
+     * @remarks `super.Validate()` carries the generated field checks, so its result is built upon rather
+     * than replaced.
+     */
+    Validate(): ValidationResult;
+}
+//# sourceMappingURL=deal-team-member-entity.d.ts.map

package/dist/deal-team-member-entity.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"deal-team-member-entity.d.ts","sourceRoot":"","sources":["../src/deal-team-member-entity.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;;;;;;;;GAyBG;AACH,OAAO,EAAwD,gBAAgB,EAAE,MAAM,sBAAsB,CAAC;AAG9G,OAAO,EAAE,kCAAkC,EAAE,MAAM,+BAA+B,CAAC;AAQnF,eAAO,MAAM,wBAAwB,kFAC8C,CAAC;AACpF,eAAO,MAAM,2BAA2B,qEAC8B,CAAC;AAMvE,qBACa,oBAAqB,SAAQ,kCAAkC;IACxE;;;;;OAKG;IACa,GAAG,CAAC,SAAS,EAAE,MAAM,EAAE,KAAK,EAAE,OAAO,GAAG,IAAI;IAQ5D;;;OAGG;IACa,QAAQ,IAAI,gBAAgB;CAiB/C"}

package/dist/deal-team-member-entity.js

@@ -0,0 +1,83 @@
+var __decorate = (this && this.__decorate) || function (decorators, target, key, desc) {
+    var c = arguments.length, r = c < 3 ? target : desc === null ? desc = Object.getOwnPropertyDescriptor(target, key) : desc, d;
+    if (typeof Reflect === "object" && typeof Reflect.decorate === "function") r = Reflect.decorate(decorators, target, key, desc);
+    else for (var i = decorators.length - 1; i >= 0; i--) if (d = decorators[i]) r = (c < 3 ? d(r) : c > 3 ? d(target, key, r) : d(target, key)) || r;
+    return c > 3 && r && Object.defineProperty(target, key, r), r;
+};
+/**
+ * @fileoverview The shared `DealTeamMember` entity subclass — the employee-or-person rule, on the entity
+ * so the browser and the server run the same code.
+ *
+ * A team member is EITHER an MJ Employee (the internal rep, the common case) OR a common.Person (a
+ * partner rep or contractor). The table enforces it with `CK_DealTeamMember_EmployeeXorPerson`, and
+ * until this class nothing above the database did. A row that ended up with both — a new employee
+ * picked on a row whose Person was already filled — reached SQL and came back as a raw CHECK
+ * constraint error, on the exact path the duplicate-role refusal tells a user to take ("change that
+ * row's employee").
+ *
+ * Two halves, and both are needed:
+ *
+ *   - `Set()` CLEARS THE OTHER FIELD when one is given a value, so changing who holds the row is one
+ *     action rather than two. It is on the entity rather than a form because the Internal team grid is
+ *     MJ's generic related-entity grid with no hook to attach to, and the generated team row form is
+ *     regenerated by CodeGen.
+ *   - `Validate()` REFUSES both-or-neither with a message a user can act on, for every write that did
+ *     not go through `Set()` — `SetMany`, a hydrated payload, an API caller. The CHECK constraint stays
+ *     as the backstop it was written to be.
+ *
+ * `DealTeamMemberEntityServer` extends THIS class, so the server keeps both and adds the rules that need
+ * a database on top.
+ *
+ * @module @mj-biz-apps/sales-entities
+ */
+import { BaseEntity, ValidationErrorInfo, ValidationErrorType } from '@memberjunction/core';
+import { RegisterClass } from '@memberjunction/global';
+import { mjBizAppsSalesDealTeamMemberEntity } from './generated/entity_subclasses.js';
+/** Each identity field and the one it excludes. */
+const OTHER_IDENTITY_FIELD = {
+    EmployeeID: 'PersonID',
+    PersonID: 'EmployeeID',
+};
+export const TEAM_MEMBER_BOTH_MESSAGE = 'A team member is either an employee or a person, not both. Clear one of them.';
+export const TEAM_MEMBER_NEITHER_MESSAGE = 'Choose an employee, or a person for someone outside the company.';
+function hasValue(value) {
+    return value !== null && value !== undefined && value !== '';
+}
+let DealTeamMemberEntity = class DealTeamMemberEntity extends mjBizAppsSalesDealTeamMemberEntity {
+    /**
+     * Giving EmployeeID or PersonID a value clears the other.
+     *
+     * Only a NON-EMPTY value clears, so emptying one field never empties its partner. Loads do not come
+     * through here (`SetMany` writes with `SetLocal`), so reading a stored row changes nothing.
+     */
+    Set(FieldName, Value) {
+        super.Set(FieldName, Value);
+        const other = OTHER_IDENTITY_FIELD[FieldName];
+        if (other && hasValue(Value) && hasValue(this.Get(other))) {
+            super.Set(other, null);
+        }
+    }
+    /**
+     * @remarks `super.Validate()` carries the generated field checks, so its result is built upon rather
+     * than replaced.
+     */
+    Validate() {
+        const result = super.Validate();
+        const hasEmployee = hasValue(this.EmployeeID);
+        const hasPerson = hasValue(this.PersonID);
+        if (hasEmployee && hasPerson) {
+            result.Success = false;
+            result.Errors.push(new ValidationErrorInfo('PersonID', TEAM_MEMBER_BOTH_MESSAGE, this.PersonID, ValidationErrorType.Failure));
+        }
+        else if (!hasEmployee && !hasPerson) {
+            result.Success = false;
+            result.Errors.push(new ValidationErrorInfo('EmployeeID', TEAM_MEMBER_NEITHER_MESSAGE, this.EmployeeID, ValidationErrorType.Failure));
+        }
+        return result;
+    }
+};
+DealTeamMemberEntity = __decorate([
+    RegisterClass(BaseEntity, 'MJ_BizApps_Sales: Deal Team Members')
+], DealTeamMemberEntity);
+export { DealTeamMemberEntity };
+//# sourceMappingURL=deal-team-member-entity.js.map

package/dist/deal-team-member-entity.js.map

@@ -0,0 +1 @@
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