@mj-biz-apps/sales-server 5.1.0

package/LICENSE

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+Business Source License 1.1
+
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package/dist/custom/forecast-snapshot.action.d.ts

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+/**
+ * @fileoverview `Sales.CaptureForecastSnapshot` — the daily snapshot Action (#40).
+ *
+ * Second instance of the shape `Sales.SyncActivities` established: read the params, call the job with
+ * whatever source factory is registered, report tallies as outputs, never throw at the caller.
+ *
+ * @module @mj-biz-apps/sales-server
+ */
+import { BaseAction } from '@memberjunction/actions';
+import type { ActionResultSimple, RunActionParams } from '@memberjunction/actions-base';
+export declare class CaptureForecastSnapshotAction extends BaseAction {
+    protected InternalRunAction(params: RunActionParams): Promise<ActionResultSimple>;
+    private capture;
+}
+/** Anti-tree-shaking anchor — see the note on `LoadSyncActivitiesAction`. */
+export declare function LoadCaptureForecastSnapshotAction(): void;
+//# sourceMappingURL=forecast-snapshot.action.d.ts.map

package/dist/custom/forecast-snapshot.action.d.ts.map

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package/dist/custom/forecast-snapshot.action.js

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+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 `Sales.CaptureForecastSnapshot` — the daily snapshot Action (#40).
+ *
+ * Second instance of the shape `Sales.SyncActivities` established: read the params, call the job with
+ * whatever source factory is registered, report tallies as outputs, never throw at the caller.
+ *
+ * @module @mj-biz-apps/sales-server
+ */
+import { BaseAction } from '@memberjunction/actions';
+import { Metadata } from '@memberjunction/core';
+import { RegisterClass } from '@memberjunction/global';
+import { RunForecastSnapshot } from '@mj-biz-apps/sales-core-entities-server';
+const P_PERIOD_START = 'PeriodStart';
+const P_PERIOD_END = 'PeriodEnd';
+function readParam(params, name) {
+    return params.Params?.find((p) => p.Name?.toLowerCase() === name.toLowerCase())?.Value;
+}
+function setOutput(params, name, value) {
+    const existing = params.Params?.find((p) => p.Name?.toLowerCase() === name.toLowerCase());
+    if (existing) {
+        existing.Value = value;
+        return;
+    }
+    params.Params = params.Params ?? [];
+    params.Params.push({ Name: name, Value: value, Type: 'Output' });
+}
+/** A supplied date, or null. Refuses a value it cannot parse rather than substituting today. */
+function readDate(params, name) {
+    const raw = readParam(params, name);
+    if (raw === null || raw === undefined || raw === '') {
+        return null;
+    }
+    const parsed = new Date(String(raw));
+    return Number.isNaN(parsed.getTime()) ? null : parsed;
+}
+let CaptureForecastSnapshotAction = class CaptureForecastSnapshotAction extends BaseAction {
+    async InternalRunAction(params) {
+        try {
+            return await this.capture(params);
+        }
+        catch (error) {
+            return {
+                Success: false,
+                ResultCode: 'ERROR',
+                Message: `The forecast snapshot failed: ${error instanceof Error ? error.message : String(error)}`,
+            };
+        }
+    }
+    async capture(params) {
+        /**
+         * BOTH DATES OR NEITHER. A start with no end (or the reverse) is an incomplete instruction, and
+         * filling in the missing half from the current month would silently snapshot a window nobody asked
+         * for — attributing measures to the wrong period, which is exactly what a forecast series cannot
+         * survive. Omitting both is the ordinary case and means "the current month".
+         */
+        const start = readDate(params, P_PERIOD_START);
+        const end = readDate(params, P_PERIOD_END);
+        if ((start && !end) || (!start && end)) {
+            return {
+                Success: false,
+                ResultCode: 'BAD_PERIOD',
+                Message: `Supply both ${P_PERIOD_START} and ${P_PERIOD_END}, or neither. One alone would have to be `
+                    + 'paired with an invented boundary, and the snapshot would be filed against a period '
+                    + 'nobody chose.',
+            };
+        }
+        const period = start && end ? { PeriodStart: start, PeriodEnd: end } : undefined;
+        const result = await RunForecastSnapshot(Metadata.Provider, params.ContextUser, new Date(), period);
+        setOutput(params, 'Measured', result.Measured);
+        setOutput(params, 'Written', result.Written);
+        setOutput(params, 'SkippedAsAlreadyCaptured', result.SkippedAsAlreadyCaptured);
+        setOutput(params, 'PeriodStart', result.Period?.PeriodStart ?? null);
+        setOutput(params, 'PeriodEnd', result.Period?.PeriodEnd ?? null);
+        setOutput(params, 'Issues', JSON.stringify(result.Issues));
+        /**
+         * NO SOURCE IS A SUCCESS, and says so. Until the forecast queries land there is nothing to read,
+         * and a daily job reporting failure for that would be red from the day it shipped — which is how a
+         * job log stops being read before it ever has anything to say.
+         */
+        if (!result.Period) {
+            return {
+                Success: true,
+                ResultCode: 'NO_SOURCE',
+                Message: 'No forecast source is registered, so nothing was captured. The chain is wired; the MJ '
+                    + 'Queries it reads from do not exist yet.',
+            };
+        }
+        return {
+            Success: result.Success,
+            ResultCode: result.Success ? 'SUCCESS' : 'PARTIAL',
+            Message: `Period ${result.Period.PeriodStart} to ${result.Period.PeriodEnd}: measured `
+                + `${result.Measured}, wrote ${result.Written}, skipped `
+                + `${result.SkippedAsAlreadyCaptured} already captured today.`
+                + (result.Issues.length ? ` Issues: ${result.Issues.join(' | ')}` : ''),
+        };
+    }
+};
+CaptureForecastSnapshotAction = __decorate([
+    RegisterClass(BaseAction, 'Sales.CaptureForecastSnapshot')
+], CaptureForecastSnapshotAction);
+export { CaptureForecastSnapshotAction };
+/** Anti-tree-shaking anchor — see the note on `LoadSyncActivitiesAction`. */
+export function LoadCaptureForecastSnapshotAction() {
+    void CaptureForecastSnapshotAction;
+}
+//# sourceMappingURL=forecast-snapshot.action.js.map

package/dist/custom/forecast-snapshot.action.js.map

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package/dist/custom/log-activity.action.d.ts

@@ -0,0 +1,39 @@
+/**
+ * @fileoverview `Sales.LogActivity` — the server side of S-US9's "log an activity" button.
+ *
+ * ── WHY THIS EXISTS, AND WHY IT IS AN ACTION ────────────────────────────────────────────────────
+ *
+ * `ActivityWriterService` is the canonical composition: one `Activity`, N `ActivityLink` rows, one
+ * transaction, the deal's parties resolved, `LoggedByUserID` stamped. Its own header warned that if the
+ * composition also lived in the pane, "the ingest would grow its own copy, and the two would drift."
+ *
+ * They did. The pane wrote its own reduced version and **omitted `LoggedByUserID`**, which is NOT NULL
+ * with no default — so every attempt to log an activity from the UI failed at the database with a raw
+ * constraint error, for the whole life of the feature. It also saved the activity and its link as two
+ * independent statements, so a link failure left a committed activity no surface could reach.
+ *
+ * The fix is not to add the missing field to the pane. It is to delete the pane's copy, which is what
+ * this Action makes possible.
+ *
+ * ── AN ACTION, NOT A REMOTE OPERATION, AND THAT IS A CONSTRAINT NOT A PREFERENCE ────────────────
+ *
+ * A remote operation would read more naturally beside `Sales.CloseDeal`. But operation shells are
+ * CodeGen output, and CodeGen is not a tool this repository runs to close a gap — three partially-failed
+ * runs are recorded in `docs/CODEGEN-PARTIAL-RUNS.md`. An Action needs only a metadata row and a
+ * `@RegisterClass`, which is why the two scheduled jobs are Actions too.
+ *
+ * It is also genuinely callable from the browser: `GraphQLActionClient.RunAction(actionID, params)`, the
+ * same path MJ's own `interactive-form-apply.service.ts` uses. So the pane can reach the real
+ * composition without a transaction it cannot open and without a duplicate it will drift from.
+ *
+ * @module @mj-biz-apps/sales-server
+ */
+import { BaseAction } from '@memberjunction/actions';
+import type { ActionResultSimple, RunActionParams } from '@memberjunction/actions-base';
+export declare class LogActivityAction extends BaseAction {
+    protected InternalRunAction(params: RunActionParams): Promise<ActionResultSimple>;
+    private log;
+}
+/** Anti-tree-shaking anchor — see the note on `LoadSyncActivitiesAction`. */
+export declare function LoadLogActivityAction(): void;
+//# sourceMappingURL=log-activity.action.d.ts.map

package/dist/custom/log-activity.action.d.ts.map

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package/dist/custom/log-activity.action.js

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+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 `Sales.LogActivity` — the server side of S-US9's "log an activity" button.
+ *
+ * ── WHY THIS EXISTS, AND WHY IT IS AN ACTION ────────────────────────────────────────────────────
+ *
+ * `ActivityWriterService` is the canonical composition: one `Activity`, N `ActivityLink` rows, one
+ * transaction, the deal's parties resolved, `LoggedByUserID` stamped. Its own header warned that if the
+ * composition also lived in the pane, "the ingest would grow its own copy, and the two would drift."
+ *
+ * They did. The pane wrote its own reduced version and **omitted `LoggedByUserID`**, which is NOT NULL
+ * with no default — so every attempt to log an activity from the UI failed at the database with a raw
+ * constraint error, for the whole life of the feature. It also saved the activity and its link as two
+ * independent statements, so a link failure left a committed activity no surface could reach.
+ *
+ * The fix is not to add the missing field to the pane. It is to delete the pane's copy, which is what
+ * this Action makes possible.
+ *
+ * ── AN ACTION, NOT A REMOTE OPERATION, AND THAT IS A CONSTRAINT NOT A PREFERENCE ────────────────
+ *
+ * A remote operation would read more naturally beside `Sales.CloseDeal`. But operation shells are
+ * CodeGen output, and CodeGen is not a tool this repository runs to close a gap — three partially-failed
+ * runs are recorded in `docs/CODEGEN-PARTIAL-RUNS.md`. An Action needs only a metadata row and a
+ * `@RegisterClass`, which is why the two scheduled jobs are Actions too.
+ *
+ * It is also genuinely callable from the browser: `GraphQLActionClient.RunAction(actionID, params)`, the
+ * same path MJ's own `interactive-form-apply.service.ts` uses. So the pane can reach the real
+ * composition without a transaction it cannot open and without a duplicate it will drift from.
+ *
+ * @module @mj-biz-apps/sales-server
+ */
+import { BaseAction } from '@memberjunction/actions';
+import { Metadata } from '@memberjunction/core';
+import { RegisterClass } from '@memberjunction/global';
+import { ActivityWriterService } from '@mj-biz-apps/sales-core-entities-server';
+const P_DEAL_ID = 'DealID';
+const P_TYPE_CODE = 'TypeCode';
+const P_TITLE = 'Title';
+const P_NOTES = 'Notes';
+const P_STARTED_AT = 'StartedAt';
+/** The codes a person may log by hand. A meeting arrives from the calendar, not from this form. */
+const LOGGABLE = ['Call', 'Meeting', 'Note', 'Email'];
+function readParam(params, name) {
+    return params.Params?.find((p) => p.Name?.toLowerCase() === name.toLowerCase())?.Value;
+}
+function readText(params, name) {
+    const raw = readParam(params, name);
+    if (raw === null || raw === undefined) {
+        return null;
+    }
+    const s = String(raw).trim();
+    return s ? s : null;
+}
+function setOutput(params, name, value) {
+    const existing = params.Params?.find((p) => p.Name?.toLowerCase() === name.toLowerCase());
+    if (existing) {
+        existing.Value = value;
+        return;
+    }
+    params.Params = params.Params ?? [];
+    params.Params.push({ Name: name, Value: value, Type: 'Output' });
+}
+let LogActivityAction = class LogActivityAction extends BaseAction {
+    async InternalRunAction(params) {
+        try {
+            return await this.log(params);
+        }
+        catch (error) {
+            return {
+                Success: false,
+                ResultCode: 'ERROR',
+                Message: `The activity could not be logged: ${error instanceof Error ? error.message : String(error)}`,
+            };
+        }
+    }
+    async log(params) {
+        const dealID = readText(params, P_DEAL_ID);
+        const title = readText(params, P_TITLE);
+        const rawCode = readText(params, P_TYPE_CODE);
+        if (!dealID) {
+            return { Success: false, ResultCode: 'BAD_INPUT', Message: 'A deal is required.' };
+        }
+        if (!title) {
+            return { Success: false, ResultCode: 'BAD_INPUT', Message: 'A subject is required.' };
+        }
+        /**
+         * THE CODE IS VALIDATED AGAINST THE LOGGABLE SET, not passed through.
+         *
+         * A caller supplying `SMS` or an invented string would otherwise reach the writer's own lookup and
+         * come back "no ActivityType with Code 'X'", which reads like a missing seed rather than a bad
+         * request. Refusing here names the actual mistake, and keeps the browser from being the thing that
+         * decides what a person may log.
+         */
+        const code = LOGGABLE.find((c) => c === rawCode);
+        if (!code) {
+            return {
+                Success: false,
+                ResultCode: 'BAD_INPUT',
+                Message: `'${rawCode ?? '(none)'}' is not a loggable activity type. Expected one of: `
+                    + `${LOGGABLE.join(', ')}.`,
+            };
+        }
+        /**
+         * A SUPPLIED TIME IS PARSED OR REFUSED, never defaulted quietly. Falling back to "now" for an
+         * unparseable value would file the activity at the wrong moment and put it in the wrong place on a
+         * timeline ordered by `StartedAt` -- with nothing to indicate it had been moved.
+         */
+        const rawStarted = readText(params, P_STARTED_AT);
+        let startedAt = new Date();
+        if (rawStarted) {
+            const parsed = new Date(rawStarted);
+            if (Number.isNaN(parsed.getTime())) {
+                return {
+                    Success: false,
+                    ResultCode: 'BAD_INPUT',
+                    Message: `'${rawStarted}' is not a date/time this can read.`,
+                };
+            }
+            startedAt = parsed;
+        }
+        const result = await new ActivityWriterService().LogActivity({
+            DealID: dealID,
+            TypeCode: code,
+            Title: title,
+            Description: readText(params, P_NOTES),
+            StartedAt: startedAt,
+            Direction: 'Internal',
+            Status: 'Logged',
+            Source: 'Manual',
+            /**
+             * TRUE, which is the point of routing through the service. The deal's account and primary
+             * contact become participants -- "where relevant to the account and contact" (S-US9) -- and
+             * the pane's own version attached neither.
+             */
+            IncludeDealParties: true,
+        }, Metadata.Provider, params.ContextUser);
+        setOutput(params, 'ActivityID', result.ActivityID);
+        setOutput(params, 'LinkCount', result.LinkCount);
+        setOutput(params, 'Issues', JSON.stringify(result.Issues));
+        if (!result.Success) {
+            return {
+                Success: false,
+                ResultCode: 'REFUSED',
+                Message: result.Issues.join(' | ') || 'The activity could not be written.',
+            };
+        }
+        return {
+            Success: true,
+            ResultCode: 'SUCCESS',
+            Message: `Logged ${code} with ${result.LinkCount} link(s).`
+                + (result.Issues.length ? ` Notes: ${result.Issues.join(' | ')}` : ''),
+        };
+    }
+};
+LogActivityAction = __decorate([
+    RegisterClass(BaseAction, 'Sales.LogActivity')
+], LogActivityAction);
+export { LogActivityAction };
+/** Anti-tree-shaking anchor — see the note on `LoadSyncActivitiesAction`. */
+export function LoadLogActivityAction() {
+    void LogActivityAction;
+}
+//# sourceMappingURL=log-activity.action.js.map

package/dist/custom/log-activity.action.js.map

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package/dist/custom/sync-activities.action.d.ts

@@ -0,0 +1,37 @@
+/**
+ * @fileoverview `Sales.SyncActivities` — the MJ Action a `ScheduledJob` fires hourly.
+ *
+ * ── WHERE THIS LIVES, AND WHY NOT IN `packages/Actions` ─────────────────────────────────────────
+ *
+ * `packages/Actions` holds only CodeGen output. Orders puts its hand-written actions in
+ * `packages/Server/src/custom/*.action.ts` — `Orders.GenerateInvoice`, `Orders.SendDocument` — and this
+ * follows that exactly, because the alternative is a second convention for the same thing in the same
+ * workspace. Sales had no action of its own before this one, so there was nothing local to match.
+ *
+ * ── WHAT IT DOES, AND WHAT IT DELIBERATELY DOES NOT DECIDE ──────────────────────────────────────
+ *
+ * It calls `ActivitySyncJob.Run()` with whatever source factory is currently registered, and reports the
+ * tallies. It does NOT choose the source: that is `CurrentActivitySourceFactory()`, whose default is an
+ * empty fixture, and swapping it is the single change a scoped mailbox credential requires. An action
+ * that picked its own source would put that decision behind a metadata row nobody reads.
+ *
+ * @module @mj-biz-apps/sales-server
+ */
+import { BaseAction } from '@memberjunction/actions';
+import type { ActionResultSimple, RunActionParams } from '@memberjunction/actions-base';
+export declare class SyncActivitiesAction extends BaseAction {
+    /**
+     * AN ACTION MUST NOT THROW AT ITS CALLER. The scheduler, a workflow and a manual "run now" all want a
+     * result they can branch on; an exception loses the tallies from the mailboxes that did succeed. So
+     * the whole body runs behind this and every failure comes back as `Success: false` with a code.
+     */
+    protected InternalRunAction(params: RunActionParams): Promise<ActionResultSimple>;
+    private sync;
+}
+/**
+ * WITHOUT THIS ANCHOR the class is tree-shaken out of the bundle, the `@RegisterClass` decorator never
+ * runs, and `ActionEngine` finds no implementation for `Sales.SyncActivities` — which surfaces as an
+ * action that exists in metadata, is scheduled, fires, and does nothing at all.
+ */
+export declare function LoadSyncActivitiesAction(): void;
+//# sourceMappingURL=sync-activities.action.d.ts.map

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