@mj-biz-apps/sales-ng 5.1.0

package/dist/lib/workspace/deal-workspace.service.js

@@ -0,0 +1,501 @@
+/**
+ * @fileoverview All data access for the deal workspace, so the component itself does none.
+ *
+ * The workspace component stays presentational: it takes lookups and a `DealEntity`, and asks this
+ * service to save it. That split is copied from bizapps-contracts, and the payoff is that the surface can
+ * be rendered and reasoned about without a provider behind it.
+ *
+ * WHAT CHANGED WITH RELATED RECORD COLLECTIONS. This service used to build a `DealDraft` — a UI-side
+ * model with its own line and instalment arrays — and send it through the `Sales.SaveDeal` remote
+ * operation, because the entity a browser held had no child collections to save. It does now, so the
+ * service hands out the real entity and its children, and saving is `deal.Save()`. The two places that
+ * needed care are both here rather than in the component: LOADING the collections exactly once
+ * ({@link DealWorkspaceService.LoadDeal}) and forcing a full write-out on save
+ * ({@link DealWorkspaceService.Save}).
+ *
+ * @module @mj-biz-apps/sales-ng
+ */
+import { Injectable } from '@angular/core';
+import { EntitySaveOptions, LogError, Metadata, RunQuery, RunView } from '@memberjunction/core';
+import { EmptyLookups, } from './deal-workspace.types';
+import { EmptyValidation, ProjectValidation, } from './deal-workspace.validation';
+import { E_ORDERS_PRODUCT, ProductFilterFor } from '@mj-biz-apps/sales-entities';
+import * as i0 from "@angular/core";
+const E_PIPELINE = 'MJ_BizApps_Sales: Pipelines';
+const E_STAGE = 'MJ_BizApps_Sales: Pipeline Stages';
+const E_DEAL_TYPE = 'MJ_BizApps_Sales: Deal Types';
+const E_STATUS_TYPE = 'MJ_BizApps_Sales: Deal Status Types';
+const E_FORECAST_TYPE = 'MJ_BizApps_Sales: Forecast Category Types';
+const E_ACCOUNT = 'MJ_BizApps_Sales: Sales Accounts';
+const E_CONTACT = 'MJ_BizApps_Sales: Sales Contacts';
+const E_EMPLOYEE = 'MJ: Employees';
+const E_DEAL = 'MJ_BizApps_Sales: Deals';
+const E_LOSS_REASON = 'MJ_BizApps_Sales: Loss Reasons';
+/**
+ * The collections the workspace edits, named once.
+ *
+ * Passed to `LoadRelatedRecords` so the load is EXPLICIT about what it wants rather than taking
+ * "everything declared". A collection added to the entity later should not start being fetched by a
+ * surface that does not render it.
+ */
+// 'Lines' is NOT here: the deal holds none. Its order's lines arrive with the embedded order.
+const WORKSPACE_COLLECTIONS = ['PaymentSchedule', 'Team'];
+export class DealWorkspaceService {
+    /**
+     * Loads every picker's contents in ONE round trip.
+     *
+     * `RunViews` (plural) rather than nine awaited `RunView` calls — the house rule against querying in
+     * a loop applies just as much to a fixed list of nine as to an unbounded one.
+     */
+    /**
+     * The human-facing NUMBER of a record a close routed to.
+     *
+     * `SalesCloseRoutingResult.RecordID` is an ID; a user needs the number orders or contracts minted.
+     * Soft-resolved by target so the workspace degrades to showing nothing rather than erroring when the
+     * downstream app is not installed — the routing result already explains that case in its own words.
+     *
+     * This is a READ of the downstream record's own value. Nothing is computed here; see the money rule.
+     */
+    async LookupRoutedRecordNumber(target, recordID) {
+        const map = {
+            Order: { Entity: 'MJ_BizApps_Orders: Order Headers', Field: 'OrderNumber' },
+            Contract: { Entity: 'MJ_BizApps_Contracts: Contracts', Field: 'ContractNumber' },
+        };
+        const spec = map[target];
+        if (!spec) {
+            return null;
+        }
+        try {
+            const r = await new RunView().RunView({
+                EntityName: spec.Entity,
+                ExtraFilter: `ID = '${recordID.replace(/'/g, "''")}'`,
+                ResultType: 'simple',
+                Fields: ['ID', spec.Field],
+            });
+            const row = r?.Success ? (r.Results ?? [])[0] : undefined;
+            const value = row?.[spec.Field];
+            return typeof value === 'string' && value.length ? value : null;
+        }
+        catch {
+            return null;
+        }
+    }
+    async LoadLookups() {
+        const rv = new RunView();
+        const params = [
+            { EntityName: E_PIPELINE, ExtraFilter: 'IsActive = 1', OrderBy: 'DisplayRank ASC, Name ASC', ResultType: 'simple', Fields: ['ID', 'Name', 'CompanyID', 'Company'] },
+            { EntityName: E_STAGE, ExtraFilter: 'IsActive = 1', OrderBy: 'DisplayOrder ASC', ResultType: 'simple', Fields: ['ID', 'Name', 'PipelineID', 'DisplayOrder', 'Probability', 'ForecastCategoryTypeID', 'DealStatusTypeID'] },
+            { EntityName: E_DEAL_TYPE, ExtraFilter: 'IsActive = 1', OrderBy: 'DisplayRank ASC', ResultType: 'simple', Fields: ['ID', 'Name'] },
+            // The FLAGS come back with the status, because the dashboard counts open/won deals and the
+            // only permitted way to decide either is to read the flag. Comparing a status name is what
+            // the vocabulary gate forbids, and it also breaks the moment somebody renames "Won".
+            { EntityName: E_STATUS_TYPE, ExtraFilter: 'IsActive = 1', OrderBy: 'DisplayRank ASC', ResultType: 'simple', Fields: ['ID', 'Name', 'IsOpen', 'IsClosed', 'IsWon', 'IsLost', 'LocksDeal'] },
+            { EntityName: E_FORECAST_TYPE, ExtraFilter: 'IsActive = 1', OrderBy: 'DisplayRank ASC', ResultType: 'simple', Fields: ['ID', 'Name'] },
+            // KI-8: a Deal row cannot resolve its own account or contact name, because both FKs point at
+            // IsA CHILDREN whose Name lives on the parent and CodeGen generates no lookup join through
+            // that edge. So they are loaded here and resolved client-side. This is the reason the
+            // customer-context header exists as a lookup rather than a field on the deal.
+            { EntityName: E_ACCOUNT, ExtraFilter: 'IsActive = 1', OrderBy: 'Name ASC', ResultType: 'simple', Fields: ['ID', 'Name'] },
+            { EntityName: E_CONTACT, OrderBy: 'LastName ASC', ResultType: 'simple', Fields: ['ID', 'FirstName', 'LastName', 'Email'] },
+            { EntityName: E_EMPLOYEE, ExtraFilter: 'Active = 1', OrderBy: 'LastName ASC', ResultType: 'simple', Fields: ['ID', 'FirstLast'] },
+            // Index 9 — loss reasons, for the close panel. `RequiresNotes` travels with them because the
+            // panel decides whether LossNotes is mandatory from the FLAG on the chosen row.
+            { EntityName: E_LOSS_REASON, ExtraFilter: 'IsActive = 1', OrderBy: 'DisplayRank ASC, Name ASC', ResultType: 'simple', Fields: ['ID', 'Name', 'RequiresNotes'] },
+        ];
+        const results = await rv.RunViews(params);
+        /**
+         * `RunViews` answers POSITIONALLY, and hand-typed indexes drift the moment a query is added or
+         * removed. This file has already been bitten by it: a picker that read as EMPTY because every
+         * index after an insertion point was off by one -- which looks like "no rows", not like a bug.
+         * Deleting the Deal Line Types query above would have shifted four more.
+         *
+         * So the order is declared ONCE and every reader asks by NAME. Adding a query means adding its
+         * name here beside the param; nothing else moves.
+         */
+        const ORDER = [
+            'Pipelines', 'Stages', 'DealTypes', 'DealStatusTypes', 'ForecastCategoryTypes',
+            'Accounts', 'Contacts', 'Employees', 'LossReasons',
+        ];
+        const at = (key) => ORDER.indexOf(key);
+        if (results && results.length !== ORDER.length) {
+            // Each block below already degrades on its own, so this is not fatal -- but a mismatch means
+            // ORDER and `params` have drifted apart, and every picker past the drift is reading the
+            // wrong query. Say so rather than let it be discovered as an empty dropdown.
+            LogError(`DealWorkspaceService.LoadLookups: ${results.length} result(s) for ${ORDER.length} ` +
+                'named lookups -- ORDER and the params array have drifted.');
+        }
+        const lookups = EmptyLookups();
+        // RunViews does not throw; an unsuccessful view yields an empty list rather than an exception,
+        // so each block checks Success independently. A missing picker degrades that one control
+        // instead of blanking the whole surface.
+        const rows = (index) => {
+            const r = results?.[index];
+            return r?.Success ? (r.Results ?? []) : [];
+        };
+        lookups.Pipelines = rows(at('Pipelines')).map((p) => ({
+            ID: p.ID, Name: p.Name, CompanyID: p.CompanyID, CompanyName: p.Company ?? null,
+        }));
+        lookups.Stages = rows(at('Stages')).map((s) => ({
+            ID: s.ID, Name: s.Name, PipelineID: s.PipelineID, DisplayOrder: s.DisplayOrder,
+            Probability: s.Probability, ForecastCategoryTypeID: s.ForecastCategoryTypeID,
+            DealStatusTypeID: s.DealStatusTypeID ?? null,
+        }));
+        lookups.DealTypes = rows(at('DealTypes')).map((r) => ({ ID: r.ID, Name: r.Name }));
+        lookups.DealStatusTypes = rows(at('DealStatusTypes')).map((r) => ({
+            ID: r.ID,
+            Name: r.Name,
+            IsOpen: r.IsOpen === true,
+            IsClosed: r.IsClosed === true,
+            IsWon: r.IsWon === true,
+            IsLost: r.IsLost === true,
+            LocksDeal: r.LocksDeal === true,
+        }));
+        lookups.ForecastCategoryTypes = rows(at('ForecastCategoryTypes')).map((r) => ({ ID: r.ID, Name: r.Name }));
+        // Index 9 — the loss reasons queried above. The close panel cannot demand a reason it has no
+        // list to offer, and an empty dropdown fails as a TIMEOUT rather than as a missing list, which
+        // is a slow way to find out.
+        lookups.LossReasons = rows(at('LossReasons')).map((r) => ({
+            ID: r.ID, Name: r.Name, RequiresNotes: r.RequiresNotes === true,
+        }));
+        lookups.Accounts = rows(at('Accounts')).map((r) => ({ ID: r.ID, Name: r.Name }));
+        lookups.Contacts = rows(at('Contacts')).map((c) => ({
+            ID: c.ID,
+            Name: [c.FirstName, c.LastName].filter(Boolean).join(' ').trim() || c.Email || '(unnamed contact)',
+        }));
+        lookups.Employees = rows(at('Employees')).map((e) => ({
+            ID: e.ID, Name: e.FirstLast ?? '(unnamed employee)',
+        }));
+        return lookups;
+    }
+    /**
+     * The deal roster — what the dashboard and the list both read.
+     *
+     * ONE `RunViews` call for deals AND accounts. The account read exists only to resolve customer
+     * names (KI-8); doing it per row would be the "never query in a loop" rule broken in the most
+     * expensive possible place.
+     *
+     * Returns an empty array on failure rather than throwing, because a roster that cannot load should
+     * render as an empty list with a message, not take the whole section down.
+     */
+    /**
+     * The deal roster, from the `Sales: Deal Roster` MJ Query.
+     *
+     * -- WHAT THIS REPLACED, AND WHY IT IS NOT JUST A RELOCATION --
+     *
+     * It was two RunViews: every deal, plus every account, joined in the browser with a Map to fill
+     * in a customer name. The query does that join in SQL, so the second read and the client-side
+     * join both go away -- and with them a whole class of drift, because the roster the dashboard
+     * shows and the roster the §9 aggregates are built on are now literally the same definition.
+     *
+     * It also carries the STATUS FLAGS and IsPastExpectedClose per row, which is what lets the section
+     * drop its separate status fetch for flag resolution and its hand-built UTC date comparison.
+     *
+     * Master plan §9.5 is the rule this satisfies: read models are MJ Queries, so Skip, the query
+     * builder and report snapshots reach the same definitions the UI does.
+     *
+     * COLUMN NAMES ARE MAPPED, NOT PASSED THROUGH. The query names things for a report reader
+     * (DealName, AccountName, StageName); DealRosterRow names them for a component (Name,
+     * CustomerName, PipelineStage). Mapping here keeps both audiences served and means renaming a
+     * column on either side is a one-file change.
+     */
+    async LoadRoster() {
+        const result = await new RunQuery().RunQuery({
+            QueryName: 'Sales: Deal Roster',
+            CategoryPath: 'Sales',
+        });
+        if (!result?.Success) {
+            LogError(`Sales: Deal Roster failed - ${result?.ErrorMessage ?? 'unknown error'}`);
+            return [];
+        }
+        const bool = (v) => v === true || v === 1 || v === '1';
+        /**
+         * COERCE THE NUMERICS. They were CAST -- `as number | null` -- which tells TypeScript to trust
+         * and enforces nothing at runtime.
+         *
+         * Measured on this provider today, `Amount` and `Probability` do come back as `number`, so the
+         * cast is currently accurate. It is still the wrong construct: `bool()` above exists because
+         * this codebase has already met a SQL scalar arriving as `1` rather than `true`, the dashboard
+         * loader wraps every numeric in its own `num()`, and the browser reaches these rows over
+         * GraphQL rather than in-process -- a different transport that nothing here has verified.
+         *
+         * The failure mode if that assumption ever breaks is not a type error. `deal-board` reduces
+         * these with `+`, so a string turns addition into concatenation: two cards become
+         * "027480.000015000.0000", the currency pipe cannot parse it, and the board render dies with
+         * InvalidPipeArgumentError. Coercing costs nothing and removes the whole class.
+         */
+        const num = (v) => {
+            if (v === null || v === undefined || v === '') {
+                return null;
+            }
+            const n = Number(v);
+            // NaN would propagate silently through every sum and total. A value that is not a number
+            // is reported as absent, which every consumer already handles.
+            return Number.isFinite(n) ? n : null;
+        };
+        return (result.Results ?? []).map((d) => ({
+            ID: String(d['DealID'] ?? ''),
+            DealNumber: d['DealNumber'] ?? null,
+            Name: String(d['DealName'] ?? ''),
+            AccountID: d['AccountID'] ?? null,
+            // Still an em dash rather than a blank: an unattached deal is a STATE, and an empty cell
+            // reads as a rendering fault.
+            CustomerName: d['AccountName'] ?? '—',
+            Amount: num(d['Amount']),
+            AmountIsComputed: bool(d['AmountIsComputed']),
+            Probability: num(d['Probability']),
+            ExpectedCloseDate: d['ExpectedCloseDate'] ?? null,
+            Pipeline: d['PipelineName'] ?? null,
+            PipelineStage: d['StageName'] ?? null,
+            DealType: d['DealTypeName'] ?? null,
+            DealStatusType: d['StatusName'] ?? null,
+            OwnerEmployee: d['OwnerName'] ?? null,
+            ForecastCategoryType: d['ForecastCategoryName'] ?? null,
+            DealStatusTypeID: d['DealStatusTypeID'] ?? null,
+            PipelineID: d['PipelineID'] ?? null,
+            PipelineStageID: d['PipelineStageID'] ?? null,
+            CurrencyID: d['CurrencyID'] ?? null,
+            IsOpen: bool(d['IsOpen']),
+            IsWon: bool(d['IsWon']),
+            IsLost: bool(d['IsLost']),
+            IsClosed: bool(d['IsClosed']),
+            IsPastExpectedClose: bool(d['IsPastExpectedClose']),
+        }));
+    }
+    /**
+     * The products a rep may put on a line, for one selling company.
+     *
+     * SEPARATE FROM `LoadLookups`, deliberately. The other pickers are session-wide and load once; this
+     * one depends on the DEAL'S company, so it is fetched when a deal opens and again if its pipeline
+     * changes. Folding it into the session lookups would either fetch every company's catalogue or
+     * silently show the first deal's.
+     *
+     * Returns an empty list on failure rather than throwing: a picker that cannot load should offer
+     * nothing and let the rest of the line editor keep working. The consequence — a rep unable to select
+     * a product — is visible, whereas a half-loaded catalogue silently missing rows is not.
+     */
+    async LoadProducts(companyID, asOf = new Date()) {
+        if (!companyID) {
+            return [];
+        }
+        /**
+         * ORDERS MAY NOT BE PRESENT AT ALL, and that is a supported state rather than an error.
+         *
+         * Sales is designed to run standalone: `DealLine.ProductID` is a SOFT reference and no foreign
+         * key crosses into orders' schema, so a deployment can install Sales without orders and every
+         * other part of this surface still works. Asking `RunView` for an unregistered entity does not
+         * return `Success: false` — it logs `Entity ... not found in metadata`, and the Playwright
+         * keystone (correctly) treats a console error as a broken screen. That is how this was found:
+         * the picker took the whole workspace gate down on a host where orders is absent.
+         *
+         * So the entity is checked in metadata FIRST, and its absence simply means no picker.
+         */
+        const md = new Metadata();
+        const known = md.Entities.some((e) => e.Name === E_ORDERS_PRODUCT);
+        if (!known) {
+            return [];
+        }
+        const rv = new RunView();
+        const result = await rv.RunView({
+            EntityName: E_ORDERS_PRODUCT,
+            ExtraFilter: ProductFilterFor(companyID, asOf),
+            OrderBy: 'Name ASC',
+            ResultType: 'simple',
+            Fields: ['ID', 'Name', 'SKU'],
+        });
+        return result?.Success ? (result.Results ?? []) : [];
+    }
+    /** A blank deal, ready to bind to. Its collections start empty and are never loaded — there is nothing to load. */
+    async NewDeal() {
+        const md = new Metadata();
+        const deal = await md.GetEntityObject(E_DEAL);
+        deal.NewRecord();
+        return deal;
+    }
+    /**
+     * Reads an existing deal and everything the workspace shows — header, schedule, roster, and the
+     * lines, which belong to the deal's embedded order rather than to the deal.
+     *
+     * THIS IS THE ONLY PLACE THE COLLECTIONS ARE LOADED, and that is a data-loss guard rather than a
+     * tidiness preference. Every one of them is declared `Load: 'explicit'`, so nothing populates them
+     * lazily;
+     * a second load arriving mid-edit is what would replace the user's unsaved rows with whatever is in
+     * the database. `LoadRelatedRecords` is itself guarded — it skips a collection that is already loaded
+     * or holds staged work — and it batches all three into ONE `RunViews` rather than three round trips.
+     *
+     * Returns null when the deal or any of its collections could not be read. That distinction matters:
+     * `LoadRelatedRecords` logs a failed collection and leaves it EMPTY rather than throwing, so without
+     * the `IsLoaded` check below, a failed read would present as a deal that genuinely has no lines.
+     */
+    async LoadDeal(dealID) {
+        const md = new Metadata();
+        const deal = await md.GetEntityObject(E_DEAL);
+        if (!(await deal.Load(dealID))) {
+            return null;
+        }
+        await deal.LoadRelatedRecords(...WORKSPACE_COLLECTIONS);
+        // A collection only reports IsLoaded once its rows actually arrived, so this catches the silent
+        // failure above. An empty deal and an unreadable one must never look the same.
+        if (!deal.PaymentSchedule.IsLoaded || !deal.Team.IsLoaded) {
+            return null;
+        }
+        /**
+         * THE LINES LIVE ON THE ORDER, so they need a load of their own.
+         *
+         * `WORKSPACE_COLLECTIONS` covers the deal's OWN collections; the embedded order is a separate
+         * entity instance and its `Lines` is declared `Load: 'explicit'` just like the deal's are. Nothing
+         * populates it lazily, so without this a saved deal with lines opens showing NONE -- and reads as
+         * a deal nobody has quoted yet.
+         *
+         * ── THREE OUTCOMES, AND THEY MUST STAY DISTINGUISHABLE ──
+         *
+         * The whole point of the `IsLoaded` check above is that a failed read must not look like an empty
+         * one. That guarantee has to extend here, and there is a third case now:
+         *
+         *   1. no `OrderID` at all      -- legitimate. A deal saved before the embed landed, or one whose
+         *                                  order could not be provisioned. There are no lines to fail to
+         *                                  read, so this is NOT an error: the deal opens, empty.
+         *   2. `OrderID` set, order absent -- a FAILURE. The FK names a row and the peer did not arrive,
+         *                                  which means the read broke or the order was deleted out from
+         *                                  under the deal. Returning the deal here would show zero lines
+         *                                  for an order that has them.
+         *   3. order present, lines unread -- a FAILURE, for the same reason the collections above are
+         *                                  checked: `LoadRelatedRecords` logs and leaves the collection
+         *                                  empty rather than throwing.
+         *
+         * Only (1) returns a deal with no lines. (2) and (3) return null, which is what the caller already
+         * treats as "could not read this deal" rather than rendering it.
+         */
+        if (deal.OrderID) {
+            const order = deal.OrderID_Object;
+            if (!order) {
+                LogError(`DealWorkspaceService.LoadDeal: deal ${dealID} points at order ${deal.OrderID} but the ` +
+                    'embedded record did not resolve. Refusing to render it as a deal with no lines.');
+                return null;
+            }
+            await order.LoadRelatedRecords('Lines');
+            if (!order.Lines.IsLoaded) {
+                LogError(`DealWorkspaceService.LoadDeal: could not read the lines of order ${deal.OrderID} for ` +
+                    `deal ${dealID}. An unreadable line set must not present as an empty one.`);
+                return null;
+            }
+        }
+        return deal;
+    }
+    /**
+     * Saves the deal and its children as ONE unit of work.
+     *
+     * `Save()` on a record carrying related-record collections is not a single-row write: MJ builds a
+     * save plan, ships the whole graph in one `MJ.SaveEntityGraph` mutation, and the server executes it
+     * inside one transaction — header first, then removals, then children. So either the deal and
+     * everything under it landed, or nothing did. There is no path here that leaves a numbered deal with
+     * nothing beneath it, which is exactly what the retired `Sales.SaveDeal` operation existed to
+     * guarantee.
+     *
+     * `IgnoreDirtyState` is deliberate and load-bearing: without it, a child that is loaded and unchanged
+     * contributes no work, which is normally right — but this surface re-sequences `DisplayOrder` from
+     * array position on every add and remove, so a row that merely MOVED is clean by field-comparison and
+     * would keep its old position in the database.
+     *
+     * A record the server refuses for being invalid is an ORDINARY outcome, reported through `Validation`
+     * rather than `ErrorMessage`. Only a transport or database failure produces the latter.
+     */
+    async Save(deal) {
+        const wasNew = !deal.IsSaved;
+        try {
+            const validation = ProjectValidation(deal.Validate());
+            if (!validation.IsValid) {
+                return {
+                    Success: false,
+                    DealID: deal.IsSaved ? deal.ID : null,
+                    Created: false,
+                    Validation: validation,
+                    ErrorMessage: null,
+                };
+            }
+            const options = new EntitySaveOptions();
+            options.IgnoreDirtyState = true;
+            const saved = await deal.Save(options);
+            if (!saved) {
+                return {
+                    Success: false,
+                    DealID: deal.IsSaved ? deal.ID : null,
+                    Created: false,
+                    Validation: EmptyValidation(),
+                    ErrorMessage: deal.LatestResult?.CompleteMessage ?? 'The deal could not be saved.',
+                };
+            }
+            // The SAME instance now carries the server's IDs, so the surface keeps editing the record it
+            // just created rather than a rebuilt copy — the job `ApplySaveResult` used to do by hand.
+            return {
+                Success: true,
+                DealID: deal.ID,
+                Created: wasNew,
+                Validation: EmptyValidation(),
+                ErrorMessage: null,
+            };
+        }
+        catch (err) {
+            return {
+                Success: false,
+                DealID: deal.IsSaved ? deal.ID : null,
+                Created: false,
+                Validation: EmptyValidation(),
+                ErrorMessage: err instanceof Error ? err.message : String(err),
+            };
+        }
+    }
+    /**
+     * The dashboard's four figures, from the `Sales: Dashboard Summary` MJ Query.
+     *
+     * -- WHY A QUERY AND NOT A GETTER --
+     *
+     * These were computed in `sales-section.component.ts` by reducing over the loaded roster. The
+     * answers were right; the mechanism was the problem. Master plan §9.5: read models belong in MJ
+     * Queries rather than hand-rolled Angular aggregation, so Skip, the query builder and report
+     * snapshots all get them for free. A measure living in a component getter is reachable by exactly
+     * one caller, and silently diverges the moment a second surface needs the same number.
+     *
+     * It also stops the tiles depending on the roster being fully loaded to be correct: the old
+     * TotalCount was `this.Deals.length`, so any future paging or filtering of the roster would have
+     * quietly changed a headline figure that is supposed to describe the whole book.
+     *
+     * Proven equivalent BEFORE the switch: `test-harnesses/compare-dashboard-measures.mjs` runs both
+     * implementations over the same data and fails on any disagreement. All eight comparisons agreed,
+     * including the closing-soon ORDER and the slipped set by deal identity rather than by count.
+     */
+    async LoadDashboardSummary() {
+        const result = await new RunQuery().RunQuery({
+            QueryName: 'Sales: Dashboard Summary',
+            CategoryPath: 'Sales',
+        });
+        if (!result?.Success) {
+            LogError(`Sales: Dashboard Summary failed - ${result?.ErrorMessage ?? 'unknown error'}`);
+            return null;
+        }
+        const row = (result.Results ?? [])[0];
+        if (!row) {
+            return null;
+        }
+        // The query aggregates, so it returns a row even over an empty table. A null from here means
+        // the query did not RUN, which is a different thing from a database with no deals -- and the
+        // caller renders those two states differently.
+        const num = (v) => (v === null || v === undefined ? 0 : Number(v));
+        return {
+            OpenAmount: num(row['OpenAmount']),
+            OpenCount: num(row['OpenCount']),
+            TotalCount: num(row['TotalCount']),
+            PastExpectedCloseCount: num(row['PastExpectedCloseCount']),
+            WonCount: num(row['WonCount']),
+            OpenPricedAmount: num(row['OpenPricedAmount']),
+            OpenStatedAmount: num(row['OpenStatedAmount']),
+            OpenNoAmountCount: num(row['OpenNoAmountCount']),
+        };
+    }
+    static ɵfac = function DealWorkspaceService_Factory(__ngFactoryType__) { return new (__ngFactoryType__ || DealWorkspaceService)(); };
+    static ɵprov = /*@__PURE__*/ i0.ɵɵdefineInjectable({ token: DealWorkspaceService, factory: DealWorkspaceService.ɵfac, providedIn: 'root' });
+}
+(() => { (typeof ngDevMode === "undefined" || ngDevMode) && i0.ɵsetClassMetadata(DealWorkspaceService, [{
+        type: Injectable,
+        args: [{ providedIn: 'root' }]
+    }], null, null); })();
+//# sourceMappingURL=deal-workspace.service.js.map

package/dist/lib/workspace/deal-workspace.service.js.map

@@ -0,0 +1 @@
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package/dist/lib/workspace/deal-workspace.types.d.ts

@@ -0,0 +1,101 @@
+/**
+ * @fileoverview Shapes the deal workspace binds to.
+ *
+ * Two conventions here are load-bearing rather than stylistic:
+ *
+ * 1. **The pane keys ARE the `DealWorkspaceSection` keys.** `ProjectValidation()` tags every issue with a
+ *    `Section`, and the tabs below key off the same strings, so one validation pass drives both the tab
+ *    badges and the field markers with no mapping table in between. Rename a key here and you must
+ *    rename it in `deal-workspace.validation.ts`; anything else silently stops badging.
+ *
+ * 2. **Lookups are plain `{ ID, Name }`.** The workspace never queries — the service loads reference
+ *    data once and hands it in, mirroring how bizapps-contracts keeps its workspace presentational.
+ *    That is what makes the surface cheap to render repeatedly and testable without a provider.
+ *
+ * @module @mj-biz-apps/sales-ng
+ */
+import type { DealWorkspaceSection } from './deal-workspace.validation';
+/** The minimum a picker needs. Anything richer belongs in a dedicated shape below. */
+export interface DealLookup {
+    ID: string;
+    Name: string;
+}
+/** A pipeline carries its company, because `Deal.CompanyID` is derived from it and never chosen. */
+export interface PipelineLookup extends DealLookup {
+    CompanyID: string;
+    CompanyName: string | null;
+}
+/** Stages are filtered by pipeline, so the pipeline has to travel with them. */
+export interface StageLookup extends DealLookup {
+    PipelineID: string;
+    DisplayOrder: number;
+    Probability: number | null;
+    ForecastCategoryTypeID: string | null;
+    /**
+     * The status this stage lands a deal in. Stages carry NO IsWon/IsClosed of their own -- they point at
+     * a `DealStatusType` that does, which is what makes "Closed Won" a label a pipeline may rename.
+     * Needed by any surface that must know whether arriving here would LOCK the deal.
+     */
+    DealStatusTypeID: string | null;
+}
+/**
+ * A deal status plus its BEHAVIOUR FLAGS.
+ *
+ * The flags are here because the dashboard has to answer "how many are open" and "how many did we win",
+ * and the only permitted way to do that is to read `IsOpen` / `IsWon` off this row. Comparing a status
+ * NAME is exactly what `npm run test:vocabulary-gate` exists to catch, and it is also just wrong: a
+ * deployment can rename "Won" to "Signed" and every name-based count silently reports zero.
+ */
+export interface DealStatusLookup extends DealLookup {
+    IsOpen: boolean;
+    IsClosed: boolean;
+    IsWon: boolean;
+    IsLost: boolean;
+    /** Entering this status freezes the deal, its lines and its team. Enforced server-side. */
+    LocksDeal: boolean;
+}
+/**
+ * A loss reason plus the flag that decides whether notes are mandatory.
+ *
+ * `RequiresNotes` is read as a FLAG for the same reason every other behaviour here is: a deployment
+ * renames its reasons freely, and "Price" meaning "explain yourself" is a property of the row, not of
+ * the word. The close panel makes LossNotes required from this, and the server enforces the same rule.
+ */
+export interface LossReasonLookup extends DealLookup {
+    RequiresNotes: boolean;
+}
+/** Everything the surface needs to render its pickers. Loaded once per session. */
+export interface DealWorkspaceLookups {
+    Pipelines: PipelineLookup[];
+    Stages: StageLookup[];
+    DealTypes: DealLookup[];
+    DealStatusTypes: DealStatusLookup[];
+    LossReasons: LossReasonLookup[];
+    ForecastCategoryTypes: DealLookup[];
+    Accounts: DealLookup[];
+    Contacts: DealLookup[];
+    Employees: DealLookup[];
+}
+export declare function EmptyLookups(): DealWorkspaceLookups;
+/** One pane of the workspace. `Key` matches a `DealWorkspaceSection` exactly — see the file header. */
+export interface DealWorkspacePane {
+    Key: DealWorkspaceSection;
+    Label: string;
+    Icon: string;
+}
+/**
+ * The panes, in reading order: who the deal is with, what is being sold, how it gets paid, on what
+ * terms, and what was negotiated away.
+ */
+export declare const DEAL_WORKSPACE_PANES: readonly DealWorkspacePane[];
+/**
+ * The standard terms, shown as PLACEHOLDER text and never written into a draft.
+ *
+ * These live on the contracts `ContractType`, not on a deal. A deal stores an OVERRIDE, and null means
+ * "use the standard" — a different fact from "we agreed a number that happens to equal today's
+ * standard", and the only one of the two that survives a later policy change. So the form displays
+ * them to tell the AD what they are departing from, and sends null unless something was typed.
+ */
+export declare const STANDARD_ANNUAL_INCREASE_PCT = 5;
+export declare const STANDARD_CANCELLATION_NOTICE_DAYS = 90;
+//# sourceMappingURL=deal-workspace.types.d.ts.map

package/dist/lib/workspace/deal-workspace.types.d.ts.map

@@ -0,0 +1 @@
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