@mj-biz-apps/tasks-core 1.0.1 → 1.1.0

package/dist/index.d.ts

@@ -1,4 +1,5 @@
 export * from './services/TaskService.js';
 export * from './services/TaskAssignmentService.js';
 export * from './services/TaskTemplateService.js';
+export * from './services/TaskOrchestrationService.js';
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,cAAc,2BAA2B,CAAC;AAC1C,cAAc,qCAAqC,CAAC;AACpD,cAAc,mCAAmC,CAAC;AAClD,cAAc,wCAAwC,CAAC"}

package/dist/index.js

@@ -1,4 +1,5 @@
 export * from './services/TaskService.js';
 export * from './services/TaskAssignmentService.js';
 export * from './services/TaskTemplateService.js';
+export * from './services/TaskOrchestrationService.js';
 //# sourceMappingURL=index.js.map

package/dist/index.js.map

@@ -1 +1 @@
-{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,cAAc,2BAA2B,CAAC;AAC1C,cAAc,qCAAqC,CAAC;AACpD,cAAc,mCAAmC,CAAC"}
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,cAAc,2BAA2B,CAAC;AAC1C,cAAc,qCAAqC,CAAC;AACpD,cAAc,mCAAmC,CAAC;AAClD,cAAc,wCAAwC,CAAC"}

package/dist/services/TaskAssignmentService.d.ts

@@ -1,4 +1,4 @@
-import { BaseEntity } from "@memberjunction/core";
+import { BaseEntity, UserInfo } from "@memberjunction/core";
 /**
  * Service for managing task assignments.
  * Handles polymorphic assignee operations (People and AI Agents)
@@ -17,7 +17,7 @@ export declare class TaskAssignmentService {
         roleID?: string;
         roleNotes?: string;
         assignedByPersonID?: string;
-    }): Promise<BaseEntity>;
+    }, contextUser?: UserInfo): Promise<BaseEntity>;
     /**
      * Removes an assignment and logs the removal.
      */

package/dist/services/TaskAssignmentService.d.ts.map

@@ -1 +1 @@
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package/dist/services/TaskAssignmentService.js

@@ -13,8 +13,8 @@ export class TaskAssignmentService {
      * Assigns an entity record (Person or Agent) to a task with an optional role.
      * Logs an activity entry after successful assignment.
      */
-    async assignToTask(params) {
-        const assignment = await Metadata.Provider.GetEntityObject('MJ_BizApps_Tasks: Task Assignments');
+    async assignToTask(params, contextUser) {
+        const assignment = await Metadata.Provider.GetEntityObject('MJ_BizApps_Tasks: Task Assignments', contextUser);
         assignment.NewRecord();
         assignment.Set('TaskID', params.taskID);
         assignment.Set('AssigneeEntityID', params.assigneeEntityID);
@@ -32,7 +32,7 @@ export class TaskAssignmentService {
             activityType: 'AssignmentAdded',
             newValue: params.assigneeRecordID,
             description: `Assignee added to task`,
-        });
+        }, contextUser);
         return assignment;
     }
     /**

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package/dist/services/TaskOrchestrationService.d.ts

@@ -0,0 +1,91 @@
+import { UserInfo } from "@memberjunction/core";
+import type { mjBizAppsTasksTaskEntity, mjBizAppsTasksTaskDecisionEntity } from "@mj-biz-apps/tasks-entities";
+/** The closed set of task statuses (mirrors the generated Task.Status union). */
+export type TaskStatus = 'Open' | 'InProgress' | 'Blocked' | 'Completed' | 'Cancelled';
+/** Stable codes for the seeded TaskDecisionOutcome rows. */
+export type TaskDecisionOutcomeCode = 'Approved' | 'Rejected' | 'ApprovedWithConditions';
+export type CreateTaskParams = {
+    Name: string;
+    TypeID: string;
+    Description?: string;
+    CategoryID?: string;
+    ParentID?: string;
+    Priority?: 'Low' | 'Medium' | 'High' | 'Critical';
+    DueAt?: Date;
+    CreatedByPersonID?: string;
+    /** Initial status; defaults to 'Open'. */
+    Status?: TaskStatus;
+};
+export type RecordDecisionParams = {
+    TaskID: string;
+    OutcomeCode: TaskDecisionOutcomeCode;
+    DecidedByPersonID?: string;
+    Notes?: string;
+    /** When set, records a per-assignee decision for multi-approver flows. */
+    TaskAssignmentID?: string;
+};
+export type CreateApprovalRequestParams = {
+    Name: string;
+    /** TaskType ID for the approval — typically the seeded "Approval Request" type. */
+    TypeID: string;
+    Description?: string;
+    Priority?: 'Low' | 'Medium' | 'High' | 'Critical';
+    DueAt?: Date;
+    CreatedByPersonID?: string;
+    /** Source record this approval is about (polymorphic link). */
+    LinkEntityID?: string;
+    LinkRecordID?: string;
+    /** Approvers to assign, by Person entity record ID. */
+    ApproverPersonEntityID?: string;
+    ApproverPersonRecordIDs?: string[];
+    /** Optional TaskRole applied to each assignment. */
+    RoleID?: string;
+};
+export type RecordDecisionResult = {
+    Decision: mjBizAppsTasksTaskDecisionEntity;
+    Task: mjBizAppsTasksTaskEntity;
+    /** The status the task was transitioned to as a result of the decision (null if non-terminal). */
+    NewStatus: TaskStatus | null;
+};
+/**
+ * Generic orchestration verbs for the task / approval workflow substrate.
+ *
+ * Thin layer over the MJ entity API — every method saves through strongly-typed
+ * generated entities so that entity-subclass validation (status side-effects,
+ * cycle checks) and the server-side action hooks fire automatically.
+ *
+ * Every method threads an explicit `contextUser` for correct multi-user isolation
+ * on the server.
+ */
+export declare class TaskOrchestrationService {
+    private assignmentService;
+    private taskService;
+    /** Creates a new task and returns the saved entity. */
+    CreateTask(params: CreateTaskParams, contextUser?: UserInfo): Promise<mjBizAppsTasksTaskEntity>;
+    /**
+     * Transitions a task to a new status and saves it. The entity subclass
+     * applies status side-effects (StartedAt/CompletedAt) and the server save-event
+     * handler fires any configured action hooks.
+     */
+    TransitionStatus(taskID: string, newStatus: TaskStatus, contextUser?: UserInfo): Promise<mjBizAppsTasksTaskEntity>;
+    /**
+     * Records an approve/reject decision against a task: creates a TaskDecision
+     * row, logs a DecisionRecorded activity, and (for terminal outcomes) transitions
+     * the task — Approved/ApprovedWithConditions → Completed, Rejected → Cancelled.
+     *
+     * The status transition fires the existing server hook seam, so consumers' OnReject /
+     * OnCancel / OnComplete actions run as a side-effect of recording the decision.
+     */
+    RecordDecision(params: RecordDecisionParams, contextUser?: UserInfo): Promise<RecordDecisionResult>;
+    /**
+     * Creates an approval-request task, optionally links it to a source record,
+     * and assigns the named approvers. Returns the created task.
+     */
+    CreateApprovalRequest(params: CreateApprovalRequestParams, contextUser?: UserInfo): Promise<mjBizAppsTasksTaskEntity>;
+    private loadTask;
+    /** Maps a terminal outcome code to the task status it drives. */
+    private statusForOutcome;
+    private resolveOutcome;
+    private linkSourceRecord;
+}
+//# sourceMappingURL=TaskOrchestrationService.d.ts.map

package/dist/services/TaskOrchestrationService.d.ts.map

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package/dist/services/TaskOrchestrationService.js

@@ -0,0 +1,197 @@
+import { CompositeKey, LogError, Metadata, RunView } from "@memberjunction/core";
+import { TaskService } from "./TaskService.js";
+import { TaskAssignmentService } from "./TaskAssignmentService.js";
+const TASKS_ENTITY = 'MJ_BizApps_Tasks: Tasks';
+const TASK_DECISIONS_ENTITY = 'MJ_BizApps_Tasks: Task Decisions';
+const TASK_DECISION_OUTCOMES_ENTITY = 'MJ_BizApps_Tasks: Task Decision Outcomes';
+const TASK_LINKS_ENTITY = 'MJ_BizApps_Tasks: Task Links';
+/**
+ * Generic orchestration verbs for the task / approval workflow substrate.
+ *
+ * Thin layer over the MJ entity API — every method saves through strongly-typed
+ * generated entities so that entity-subclass validation (status side-effects,
+ * cycle checks) and the server-side action hooks fire automatically.
+ *
+ * Every method threads an explicit `contextUser` for correct multi-user isolation
+ * on the server.
+ */
+export class TaskOrchestrationService {
+    constructor() {
+        this.assignmentService = new TaskAssignmentService();
+        this.taskService = new TaskService();
+    }
+    // ---------------------------------------------------------------
+    // Create
+    // ---------------------------------------------------------------
+    /** Creates a new task and returns the saved entity. */
+    async CreateTask(params, contextUser) {
+        const md = new Metadata();
+        const task = await md.GetEntityObject(TASKS_ENTITY, contextUser);
+        task.NewRecord();
+        task.Name = params.Name;
+        task.TypeID = params.TypeID;
+        task.Status = params.Status ?? 'Open';
+        if (params.Description != null)
+            task.Description = params.Description;
+        if (params.CategoryID != null)
+            task.CategoryID = params.CategoryID;
+        if (params.ParentID != null)
+            task.ParentID = params.ParentID;
+        if (params.Priority != null)
+            task.Priority = params.Priority;
+        if (params.DueAt != null)
+            task.DueAt = params.DueAt;
+        if (params.CreatedByPersonID != null)
+            task.CreatedByPersonID = params.CreatedByPersonID;
+        if (!(await task.Save())) {
+            throw new Error(`Failed to create task "${params.Name}": ${task.LatestResult?.CompleteMessage ?? 'unknown error'}`);
+        }
+        return task;
+    }
+    // ---------------------------------------------------------------
+    // Transition
+    // ---------------------------------------------------------------
+    /**
+     * Transitions a task to a new status and saves it. The entity subclass
+     * applies status side-effects (StartedAt/CompletedAt) and the server save-event
+     * handler fires any configured action hooks.
+     */
+    async TransitionStatus(taskID, newStatus, contextUser) {
+        const task = await this.loadTask(taskID, contextUser);
+        if (task.Status === newStatus) {
+            return task; // no-op; avoid a redundant save + hook fire
+        }
+        task.Status = newStatus;
+        if (!(await task.Save())) {
+            throw new Error(`Failed to transition task ${taskID} to ${newStatus}: ${task.LatestResult?.CompleteMessage ?? 'unknown error'}`);
+        }
+        return task;
+    }
+    // ---------------------------------------------------------------
+    // Record decision
+    // ---------------------------------------------------------------
+    /**
+     * Records an approve/reject decision against a task: creates a TaskDecision
+     * row, logs a DecisionRecorded activity, and (for terminal outcomes) transitions
+     * the task — Approved/ApprovedWithConditions → Completed, Rejected → Cancelled.
+     *
+     * The status transition fires the existing server hook seam, so consumers' OnReject /
+     * OnCancel / OnComplete actions run as a side-effect of recording the decision.
+     */
+    async RecordDecision(params, contextUser) {
+        const outcome = await this.resolveOutcome(params.OutcomeCode, contextUser);
+        const md = new Metadata();
+        const decision = await md.GetEntityObject(TASK_DECISIONS_ENTITY, contextUser);
+        decision.NewRecord();
+        decision.TaskID = params.TaskID;
+        decision.OutcomeID = outcome.ID;
+        if (params.DecidedByPersonID != null)
+            decision.DecidedByPersonID = params.DecidedByPersonID;
+        if (params.Notes != null)
+            decision.DecisionNotes = params.Notes;
+        if (params.TaskAssignmentID != null)
+            decision.TaskAssignmentID = params.TaskAssignmentID;
+        if (!(await decision.Save())) {
+            throw new Error(`Failed to record decision for task ${params.TaskID}: ${decision.LatestResult?.CompleteMessage ?? 'unknown error'}`);
+        }
+        await this.taskService.logActivity({
+            taskID: params.TaskID,
+            personID: params.DecidedByPersonID,
+            activityType: 'DecisionRecorded',
+            newValue: outcome.Code,
+            description: `Decision recorded: ${outcome.Name}`,
+        }, contextUser);
+        // Only terminal outcomes drive a status transition. Interim outcomes leave the task open.
+        let task;
+        let newStatus = null;
+        if (outcome.IsTerminal) {
+            newStatus = this.statusForOutcome(params.OutcomeCode);
+            task = await this.TransitionStatus(params.TaskID, newStatus, contextUser);
+        }
+        else {
+            task = await this.loadTask(params.TaskID, contextUser);
+        }
+        return { Decision: decision, Task: task, NewStatus: newStatus };
+    }
+    // ---------------------------------------------------------------
+    // Create approval request (convenience)
+    // ---------------------------------------------------------------
+    /**
+     * Creates an approval-request task, optionally links it to a source record,
+     * and assigns the named approvers. Returns the created task.
+     */
+    async CreateApprovalRequest(params, contextUser) {
+        const task = await this.CreateTask({
+            Name: params.Name,
+            TypeID: params.TypeID,
+            Description: params.Description,
+            Priority: params.Priority ?? 'High',
+            DueAt: params.DueAt,
+            CreatedByPersonID: params.CreatedByPersonID,
+            Status: 'Open',
+        }, contextUser);
+        if (params.LinkEntityID && params.LinkRecordID) {
+            await this.linkSourceRecord(task.ID, params.LinkEntityID, params.LinkRecordID, contextUser);
+        }
+        if (params.ApproverPersonEntityID && params.ApproverPersonRecordIDs?.length) {
+            for (const recordID of params.ApproverPersonRecordIDs) {
+                await this.assignmentService.assignToTask({
+                    taskID: task.ID,
+                    assigneeEntityID: params.ApproverPersonEntityID,
+                    assigneeRecordID: recordID,
+                    roleID: params.RoleID,
+                    assignedByPersonID: params.CreatedByPersonID,
+                }, contextUser);
+            }
+        }
+        return task;
+    }
+    // ---------------------------------------------------------------
+    // Helpers
+    // ---------------------------------------------------------------
+    async loadTask(taskID, contextUser) {
+        const md = new Metadata();
+        const task = await md.GetEntityObject(TASKS_ENTITY, contextUser);
+        const loaded = await task.InnerLoad(new CompositeKey([{ FieldName: 'ID', Value: taskID }]));
+        if (!loaded) {
+            throw new Error(`Task ${taskID} not found`);
+        }
+        return task;
+    }
+    /** Maps a terminal outcome code to the task status it drives. */
+    statusForOutcome(code) {
+        switch (code) {
+            case 'Approved':
+            case 'ApprovedWithConditions':
+                return 'Completed';
+            case 'Rejected':
+                return 'Cancelled';
+        }
+    }
+    async resolveOutcome(code, contextUser) {
+        const rv = new RunView();
+        const result = await rv.RunView({
+            EntityName: TASK_DECISION_OUTCOMES_ENTITY,
+            ExtraFilter: `Code = '${code.replace(/'/g, "''")}'`,
+            ResultType: 'entity_object',
+            MaxRows: 1,
+        }, contextUser);
+        const outcome = result?.Results?.[0];
+        if (!result?.Success || !outcome) {
+            throw new Error(`Task decision outcome with code '${code}' not found (is the metadata seeded?)`);
+        }
+        return outcome;
+    }
+    async linkSourceRecord(taskID, entityID, recordID, contextUser) {
+        const md = new Metadata();
+        const link = await md.GetEntityObject(TASK_LINKS_ENTITY, contextUser);
+        link.NewRecord();
+        link.TaskID = taskID;
+        link.EntityID = entityID;
+        link.RecordID = recordID;
+        if (!(await link.Save())) {
+            LogError(`Failed to link task ${taskID} to ${entityID}/${recordID}: ${link.LatestResult?.CompleteMessage ?? 'unknown error'}`);
+        }
+    }
+}
+//# sourceMappingURL=TaskOrchestrationService.js.map

package/dist/services/TaskOrchestrationService.js.map

@@ -0,0 +1 @@
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package/dist/services/TaskService.d.ts

@@ -27,6 +27,6 @@ export declare class TaskService {
         previousValue?: string;
         newValue?: string;
         description: string;
-    }): Promise<void>;
+    }, contextUser?: UserInfo): Promise<void>;
 }
 //# sourceMappingURL=TaskService.d.ts.map

package/dist/services/TaskService.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"TaskService.d.ts","sourceRoot":"","sources":["../../src/services/TaskService.ts"],"names":[],"mappings":"AAAA,OAAO,EAA+C,QAAQ,EAAE,MAAM,sBAAsB,CAAC;AAE7F;;;;;;;GAOG;AACH,qBAAa,WAAW;IAMpB;;;;;;OAMG;IACG,oBAAoB,CAAC,YAAY,EAAE,MAAM,EAAE,WAAW,CAAC,EAAE,QAAQ,GAAG,OAAO,CAAC,IAAI,CAAC;IA6DvF;;;OAGG;IACG,WAAW,CAAC,MAAM,EAAE;QACtB,MAAM,EAAE,MAAM,CAAC;QACf,QAAQ,CAAC,EAAE,MAAM,CAAC;QAClB,YAAY,EAAE,MAAM,CAAC;QACrB,aAAa,CAAC,EAAE,MAAM,CAAC;QACvB,QAAQ,CAAC,EAAE,MAAM,CAAC;QAClB,WAAW,EAAE,MAAM,CAAC;KACvB,EAAE,WAAW,CAAC,EAAE,QAAQ,GAAG,OAAO,CAAC,IAAI,CAAC;CAW5C"}

package/dist/services/TaskService.js

@@ -70,8 +70,8 @@ export class TaskService {
      * Creates a TaskActivity record for an auditable change.
      * Called from entity subclass hooks or service methods after a save.
      */
-    async logActivity(params) {
-        const activity = await Metadata.Provider.GetEntityObject('MJ_BizApps_Tasks: Task Activities');
+    async logActivity(params, contextUser) {
+        const activity = await Metadata.Provider.GetEntityObject('MJ_BizApps_Tasks: Task Activities', contextUser);
         activity.NewRecord();
         activity.Set('TaskID', params.taskID);
         if (params.personID)

package/dist/services/TaskService.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@mj-biz-apps/tasks-core",
   "type": "module",
-  "version": "1.0.1",
+  "version": "1.1.0",
   "description": "BizApps Tasks Core Services - TaskService, TaskAssignmentService, TaskTemplateService",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
@@ -21,11 +21,11 @@
     "typescript": "^5.9.3"
   },
   "dependencies": {
-    "@mj-biz-apps/tasks-entities": "1.0.1"
+    "@mj-biz-apps/tasks-entities": "1.1.0"
   },
   "peerDependencies": {
-    "@memberjunction/core": "^5.38.0",
-    "@memberjunction/global": "^5.38.0"
+    "@memberjunction/core": "^5.40.2",
+    "@memberjunction/global": "^5.40.2"
   },
   "repository": {
     "type": "git",