@salesforce/plugin-bre-to-cml 1.3.0 → 1.3.1

package/lib/shared/insurance/insurance-rule-generator.js

@@ -16,17 +16,93 @@
 import { ASSOCIATION_TYPES, CML_DATA_TYPES, CONSTRAINT_TYPES } from '../constants/constants.js';
 import { Association, CmlAttribute, CmlConstraint, CmlModel, CmlType } from '../types/types.js';
 import { convertToCmlExpression, isKnownOperator, operatorRequiresValues } from '../cml-operators.js';
+/**
+ * Source data type -> CML data type. Keyed uppercase because payloads are inconsistent about case
+ * ('Datetime' and 'DateTime' both occur in real RuleDefinitions) — the same normalization
+ * PcmGenerator's `dataTypeToCmlType` applies to its own keys.
+ *
+ * PcmGenerator declares these same attributes into the same model, so wherever both maps hold a
+ * key they must resolve it identically or one attribute ends up with two contradictory
+ * declarations. They do not otherwise mirror each other: this map additionally carries the
+ * spellings only a condition payload or an AttributePicklist produces (INTEGER, DECIMAL, DOUBLE,
+ * BOOLEAN, DATETIME), for which PcmGenerator has no entry.
+ */
+const SOURCE_DATA_TYPE_TO_CML = {
+    // decimal, not int: a Salesforce Number attribute may carry decimal places, and PcmGenerator
+    // declares one `decimal` in this same model.
+    NUMBER: CML_DATA_TYPES.DECIMAL,
+    INTEGER: CML_DATA_TYPES.INTEGER,
+    PERCENT: CML_DATA_TYPES.DECIMAL,
+    CURRENCY: CML_DATA_TYPES.DECIMAL,
+    DECIMAL: CML_DATA_TYPES.DECIMAL,
+    DOUBLE: CML_DATA_TYPES.DECIMAL,
+    BOOLEAN: CML_DATA_TYPES.BOOLEAN,
+    // 'Checkbox' is what AttributeDefinition.DataType calls a boolean attribute (AttributePicklist
+    // spells the same thing 'Boolean'), and fetchAttributeDataTypes passes it through verbatim.
+    CHECKBOX: CML_DATA_TYPES.BOOLEAN,
+    DATE: CML_DATA_TYPES.DATE,
+    DATETIME: CML_DATA_TYPES.DATE,
+    TEXT: CML_DATA_TYPES.STRING,
+    STRING: CML_DATA_TYPES.STRING,
+};
+/**
+ * Resolves a source data type to a CML data type. An absent or unrecognized type falls back to
+ * STRING, which quotes the value — the conservative direction, since an unquoted value reaches the
+ * curated model verbatim.
+ *
+ * The `!dataType` guard also covers the empty string. Returning '' would be neither a known type
+ * nor STRING, so the value would take the unquoted path, fail the safe-literal guard, drop its
+ * condition, and collapse the whole declaration to `true` — a rule that then applies to everything.
+ */
 function dataTypeToCml(dataType) {
-    const types = {
-        Number: CML_DATA_TYPES.INTEGER,
-        Integer: CML_DATA_TYPES.INTEGER,
-        Percent: CML_DATA_TYPES.DECIMAL,
-        Currency: CML_DATA_TYPES.DECIMAL,
-        Boolean: CML_DATA_TYPES.BOOLEAN,
-        Date: CML_DATA_TYPES.DATE,
-        DateTime: CML_DATA_TYPES.DATE,
-    };
-    return (dataType && types[dataType]) ?? CML_DATA_TYPES.STRING;
+    if (!dataType)
+        return CML_DATA_TYPES.STRING;
+    return SOURCE_DATA_TYPE_TO_CML[dataType.trim().toUpperCase()] ?? CML_DATA_TYPES.STRING;
+}
+/**
+ * The org is authoritative for a reference's type, so a resolved entry wins over the condition's own
+ * `dataType` snapshot: an AttributeDefinition for a condition carrying an `attributeId`, a
+ * ContextAttribute for a Tag condition (`attributeId` null, keyed by `contextTagName`). A Tag
+ * condition whose tag did not resolve still falls back to the snapshot — its rule is withheld
+ * downstream by the absent-reference gate, so the fallback only has to stay harmless, not correct.
+ */
+function conditionDataType(condition, attributeDataTypes, contextTagDataTypes) {
+    if (condition.attributeId) {
+        return attributeDataTypes?.get(condition.attributeId) ?? condition.dataType;
+    }
+    const tag = condition.contextTagName;
+    const resolved = tag ? contextTagDataTypes?.get(tag)?.sourceDataType : undefined;
+    return resolved ?? condition.dataType;
+}
+/**
+ * The context tags a rule actually EMITS a reference to — the Tag-condition counterpart of
+ * {@link collectEmittedAttributes}, and its exact discipline: a condition the safe-literal guard,
+ * an unknown operator or a missing value dropped contributes nothing, because its tag never reaches
+ * the declaration and so needs no binding.
+ *
+ * Names are returned RAW (not sanitized): the raw title is what resolves against ContextTag.Title
+ * and what the emitted `tagName` / `contextPath` annotation must carry. Sanitizing is the
+ * identifier's problem, not the binding's.
+ */
+export function collectEmittedContextTags(ruleDefs, attributeDataTypes, contextTagDataTypes) {
+    const tags = new Set();
+    for (const { ruleDef } of ruleDefs) {
+        for (const criteria of ruleDef.ruleCriteria ?? []) {
+            for (const cond of criteria.conditions ?? []) {
+                // Only a Tag condition needs a context binding. An Attribute condition (attributeId present)
+                // names a product attribute the curated model is expected to already declare, and is
+                // deliberately never auto-declared — see the merge module's absent-reference gate.
+                if (cond.attributeId)
+                    continue;
+                if (!cond.contextTagName)
+                    continue;
+                if (buildConditionExpression(cond, attributeDataTypes, contextTagDataTypes) === null)
+                    continue;
+                tags.add(cond.contextTagName);
+            }
+        }
+    }
+    return tags;
 }
 export function sanitizeName(name) {
     return name.replace(/[^a-zA-Z0-9]/g, '_');
@@ -71,18 +147,29 @@ const ALWAYS_UNQUOTED_OPERATORS = new Set([
     'GreaterThan',
     'GreaterThanOrEquals',
 ]);
-// Operators that emit a value via doubleQuotedIfNeeded — unquoted unless cmlDataType === STRING.
-const VALUE_EQUALITY_OPERATORS = new Set(['Equals', 'NotEquals']);
+// Operators whose values are emitted unquoted unless cmlDataType === STRING. Equals/NotEquals go
+// through doubleQuotedIfNeeded; In/NotIn expand into a chain of `==` comparisons that follows the
+// same rule. In/NotIn are also the only multi-value operators here, so the guard below has to clear
+// every element of the list, not just the first.
+const VALUE_EQUALITY_OPERATORS = new Set(['Equals', 'NotEquals', 'In', 'NotIn']);
 function isSafeNumericLiteral(value) {
     return /^-?\d+(\.\d+)?$/.test(value.trim());
 }
 function isSafeBooleanLiteral(value) {
     return /^(true|false)$/.test(value.trim());
 }
-// Bare date / datetime literal: YYYY-MM-DD optionally followed by an ISO-8601 time component. No
-// parens, operators, or whitespace that could break out of the unquoted slot.
+// Bare date literal: YYYY-MM-DD and nothing else. No parens, operators, or whitespace that could
+// break out of the unquoted slot — and no time component, because the only slot CML offers is
+// `date`, which cannot hold one (see {@link isDateTimeLiteral}).
 function isSafeDateLiteral(value) {
-    return /^\d{4}-\d{2}-\d{2}(T\d{2}:\d{2}:\d{2}(\.\d+)?(Z|[+-]\d{2}:\d{2})?)?$/.test(value.trim());
+    return /^\d{4}-\d{2}-\d{2}$/.test(value.trim());
+}
+// A bare date carrying an ISO-8601 time component. Well-formed, but unrepresentable: CML's
+// primitives are boolean/date/decimal/double/int/string/string[] — there is no datetime and no
+// time. PcmGenerator takes the same view from the other side, filtering Datetime attributes out of
+// the model entirely rather than declaring them as something else.
+function isDateTimeLiteral(value) {
+    return /^\d{4}-\d{2}-\d{2}T\d{2}:\d{2}:\d{2}(\.\d+)?(Z|[+-]\d{2}:\d{2})?$/.test(value.trim());
 }
 // A value is safe to emit unquoted only if it is a bare literal of the target CML type. Anything
 // that isn't (including strings, which must never reach an unquoted slot) is rejected.
@@ -122,7 +209,138 @@ export function isSafeAssociationReferenceValue(value) {
         return false;
     return !/[,'"\\\r\n]/.test(value);
 }
-function buildConditionExpression(condition) {
+/**
+ * Whether this operator/dataType pair emits its RHS UNQUOTED. Relational operators always do;
+ * Equals/NotEquals do whenever the cmlDataType is not STRING. On the unquoted path every value must
+ * be a bare safe literal; otherwise the value would land in the curated model verbatim and could
+ * inject CML or produce a type-unsafe comparison. A failing value drops the condition (callers
+ * filter nulls), exactly as an unknown operator or missing value does.
+ */
+function emitsUnquoted(op, cmlDataType) {
+    // DATE is the exception to "non-string emits bare", and it is not a style choice: an unquoted ISO
+    // literal does not compile against a `date` variable. Verified against a live model — `EndDate ==
+    // 2026-12-31` is folded to a constant and rejected with `false cannot be converted to the
+    // constraint`, and `EndDate > 2020-01-01` reports `Operator greatThan is not supported between
+    // DateExternalVar(EndDate) and DecimalConst(-2020.0000)`: the compiler reads the bare literal as
+    // arithmetic, not a date. Either one fails the DEPLOY, which takes down the whole model and every
+    // rule in it. The quoted form is a true date comparison — `> "2020-01-01"` / `> "2030-01-01"`
+    // ordered correctly against a live `2027-07-25` and tracked the field when it changed.
+    if (cmlDataType === CML_DATA_TYPES.DATE)
+        return false;
+    return (ALWAYS_UNQUOTED_OPERATORS.has(op) || (VALUE_EQUALITY_OPERATORS.has(op) && cmlDataType !== CML_DATA_TYPES.STRING));
+}
+// Operators the shared emitter turns into a CML `strcontain(...)` call — a string function, with no
+// numeric, boolean or date counterpart.
+const SUBSTRING_OPERATORS = new Set(['Contains', 'DoesNotContain']);
+/**
+ * The reasons, if any, why a rule cannot be converted faithfully — one per offending condition.
+ * A rule with any reason must be SKIPPED with those reasons reported, never partially converted.
+ *
+ * Dropping just the offending condition is not an option: `buildConstraintDeclaration` returns
+ * `true` once every condition of a criteria is gone, and nothing downstream withholds a rule whose
+ * declaration is `true`, so a rule that lost its conditions arrives matching everything. That is
+ * the empty-`dataType` defect, and the guard exists so a new cause cannot re-create it. Dropping
+ * one condition of several is no better — it widens what the rule matches.
+ *
+ * Two of the three causes today are a condition CML has no primitive for.
+ *
+ * A date-typed condition whose value carries a time: CML has no datetime primitive, so the
+ * alternatives were to emit a timestamp into a `date` slot (platform behavior unverified) or to
+ * silently truncate it to its date part (changes what the rule matches, with no signal).
+ *
+ * A substring test (Contains / DoesNotContain) on an attribute that is not a string: `strcontain`
+ * is a string function, and against a `decimal`, `boolean` or `date` attribute there is nothing
+ * faithful to emit — quoting the value produces the never-fires type mismatch, and unquoting it is
+ * not a substring test at all.
+ *
+ * In both cases declining the rule and saying so beats emitting something that quietly does nothing.
+ *
+ * The third reason is not about one condition but about the rule as a whole: a rule whose criteria
+ * existed and lost EVERY condition — see {@link collapsesToUnconditional}. It is raised here rather
+ * than through a second mechanism because this function is the single point all three skip-reason
+ * collectors (`buildCmlModel`, `buildPathedSurchargeRules`, `buildUnderwritingConstraintRules`)
+ * already consult, so every caller withholds the rule the same way and a future caller cannot get
+ * half the behaviour.
+ */
+export function findUnconvertibleConditions(
+// `apiName` / `name` are read only to name the rule in the whole-rule reason below; every real
+// caller passes a ParsedRuleDefinition, which carries both.
+ruleDef, attributeDataTypes, contextTagDataTypes) {
+    const reasons = [];
+    for (const criteria of ruleDef.ruleCriteria ?? []) {
+        for (const condition of criteria.conditions ?? []) {
+            // An unknown operator or a missing value already drops the condition for reasons this guard
+            // does not own; only classify conditions that would otherwise have emitted.
+            if (!isKnownOperator(condition.operator))
+                continue;
+            const values = condition.values ?? [];
+            if (values.length === 0)
+                continue;
+            const cmlDataType = dataTypeToCml(conditionDataType(condition, attributeDataTypes, contextTagDataTypes));
+            const attrName = condition.attributeName ?? condition.contextTagName ?? 'unknown';
+            if (SUBSTRING_OPERATORS.has(condition.operator) && cmlDataType !== CML_DATA_TYPES.STRING) {
+                reasons.push(`condition on '${attrName}' applies the substring test '${condition.operator}' to an attribute the model ` +
+                    `declares ${cmlDataType}, which CML cannot represent — strcontain() is a string function, and there is ` +
+                    'no numeric, boolean or date counterpart. Converting the rule would have to compare the value as text ' +
+                    'against a non-text attribute, which imports cleanly and never fires, so the rule is left on the rule ' +
+                    'engine. Re-model the condition as an equality or range comparison, or migrate this rule by hand.');
+                continue;
+            }
+            // Applies to every date-typed condition, quoted or not. It once keyed off the unquoted path
+            // because that was the only path a date took; now that dates are quoted, keying off it would
+            // silence the check entirely and let a timestamp through as a quoted string.
+            if (cmlDataType !== CML_DATA_TYPES.DATE)
+                continue;
+            const offending = values.find((v) => isDateTimeLiteral(v));
+            if (!offending)
+                continue;
+            reasons.push(`condition on '${attrName}' compares the timestamp '${offending.trim()}', which CML cannot represent — it ` +
+                'has no datetime primitive, and a `date` cannot carry a time. Converting the rule would have to drop the ' +
+                'time and change what it matches, so the rule is left on the rule engine. Re-model the condition against ' +
+                'a date-only attribute, or migrate this rule by hand.');
+        }
+    }
+    // Checked last, and only when nothing above spoke: a condition-specific refusal already says why
+    // the rule is withheld, so the whole-rule reason would just repeat it less usefully.
+    if (reasons.length === 0 && collapsesToUnconditional(ruleDef, attributeDataTypes, contextTagDataTypes)) {
+        const ruleName = ruleDef.apiName ?? ruleDef.name ?? 'unknown';
+        reasons.push(`the conditions of rule '${ruleName}' could not be converted — every one of them was dropped (an ` +
+            'unrecognized operator, a missing value, or a value the safe-literal / quotable-string guards ' +
+            'refused), leaving nothing to compare. Converting the rule would emit the unconditional ' +
+            'declaration `true`, which matches every quote rather than the set the rule selects, so the rule ' +
+            'is left on the rule engine. Correct the offending condition values or operators and re-run, or ' +
+            'migrate this rule by hand.');
+    }
+    return reasons;
+}
+/**
+ * Whether every condition of a rule that HAD conditions was dropped, leaving
+ * {@link buildConstraintDeclaration} nothing to build from.
+ *
+ * That function answers `'true'` from two places that mean opposite things. A rule with no criteria
+ * genuinely applies always, and curated models contain such lines — that `true` is correct. A rule
+ * whose criteria existed but lost every expression is a conversion FAILURE reported as success: the
+ * rule is placed as `rule(true, ...)` (or an always-satisfied constraint) and matches every quote.
+ * For a surcharge that means charging every customer. Only the second is a reason to withhold, and
+ * by the time the declaration exists the two are indistinguishable, so the distinction is drawn
+ * here from the criteria themselves.
+ *
+ * A criteria carrying no conditions dropped nothing either, so a rule made only of those is the
+ * genuinely-applies-always case in a different spelling, not a failure — hence the condition count
+ * rather than a `ruleCriteria.length` test.
+ *
+ * Losing SOME conditions is a related but distinct defect and deliberately out of scope: a criteria
+ * ANDs its conditions, so dropping one widens what the rule matches without collapsing it. That
+ * rule still emits.
+ */
+function collapsesToUnconditional(ruleDef, attributeDataTypes, contextTagDataTypes) {
+    const criteria = ruleDef.ruleCriteria ?? [];
+    const conditionCount = criteria.reduce((total, c) => total + (c.conditions?.length ?? 0), 0);
+    if (conditionCount === 0)
+        return false;
+    return criteria.every((c) => buildCriteriaExpression(c, attributeDataTypes, contextTagDataTypes) === null);
+}
+function buildConditionExpression(condition, attributeDataTypes, contextTagDataTypes) {
     if (!isKnownOperator(condition.operator))
         return null;
     const op = condition.operator;
@@ -130,41 +348,59 @@ function buildConditionExpression(condition) {
         return null;
     }
     const values = condition.values ?? [];
-    const cmlDataType = dataTypeToCml(condition.dataType);
-    // Determine whether this operator/dataType pair emits its RHS UNQUOTED. Relational operators
-    // always do; Equals/NotEquals do whenever the cmlDataType is not STRING. On the unquoted path we
-    // require every value to be a bare safe literal; otherwise the value would land in the curated
-    // model verbatim and could inject CML or produce a type-unsafe comparison. A failing value drops
-    // the condition (the caller filters nulls), exactly as an unknown operator or missing value does.
-    const emitsUnquoted = ALWAYS_UNQUOTED_OPERATORS.has(op) || (VALUE_EQUALITY_OPERATORS.has(op) && cmlDataType !== CML_DATA_TYPES.STRING);
-    if (emitsUnquoted) {
+    const cmlDataType = dataTypeToCml(conditionDataType(condition, attributeDataTypes, contextTagDataTypes));
+    if (emitsUnquoted(op, cmlDataType)) {
         if (!values.every((v) => isSafeUnquotedLiteral(v, cmlDataType))) {
             return null;
         }
     }
+    else if (cmlDataType === CML_DATA_TYPES.DATE) {
+        // A date is quoted (see {@link emitsUnquoted}) but is NOT a free-form string: the quotes make
+        // the compiler accept anything, so `EndDate == "next tuesday"` would deploy and never fire.
+        // Hold it to the same bare-date shape the unquoted path demanded.
+        if (!values.every(isSafeDateLiteral)) {
+            return null;
+        }
+    }
     else if (!values.every(isSafeQuotableString)) {
         // String-quoted path: reject values the shared escaper cannot safely contain (backslash, etc.).
         return null;
     }
     const attrName = sanitizeName(condition.attributeName ?? condition.contextTagName ?? 'unknown');
-    return convertToCmlExpression(attrName, op, condition.values, cmlDataType);
+    // The shared emitter quotes only `string`, and never quotes a relational RHS at all — it is shared
+    // with the Revenue Cloud generator, whose date attributes are declared in-type rather than as the
+    // externs this evidence covers, so teaching it about dates would change a path this proof does not
+    // reach. Quote here instead. Safe to do by hand: isSafeDateLiteral above admits only YYYY-MM-DD,
+    // so there is nothing for escapeQuotes to escape.
+    const emitValues = cmlDataType === CML_DATA_TYPES.DATE && values.length > 0 ? values.map((v) => `"${v.trim()}"`) : condition.values;
+    return convertToCmlExpression(attrName, op, emitValues, cmlDataType);
 }
-function buildCriteriaExpression(criteria) {
+function buildCriteriaExpression(criteria, attributeDataTypes, contextTagDataTypes) {
     const parts = [];
     if (criteria.conditions) {
         for (const condition of criteria.conditions) {
-            const expr = buildConditionExpression(condition);
+            const expr = buildConditionExpression(condition, attributeDataTypes, contextTagDataTypes);
             if (expr)
                 parts.push(expr);
         }
     }
     return parts.length > 0 ? parts.join(' && ') : null;
 }
-export function buildConstraintDeclaration(ruleDef) {
+/**
+ * Both `'true'` returns below are deliberate and stay total — the function must answer for any
+ * input, because merge mode builds a rule's statement before deciding whether to place it, and
+ * throwing here would bypass a caller's skip handling. Only the FIRST is a faithful conversion (a
+ * rule with no criteria really does always apply). The second means every expression was dropped,
+ * which {@link findUnconvertibleConditions} classifies as unconvertible so the callers that collect
+ * skip reasons withhold the rule instead of placing this declaration.
+ */
+export function buildConstraintDeclaration(ruleDef, attributeDataTypes, contextTagDataTypes) {
     if (!ruleDef.ruleCriteria || ruleDef.ruleCriteria.length === 0) {
         return 'true';
     }
-    const expressions = ruleDef.ruleCriteria.map(buildCriteriaExpression).filter((e) => e !== null);
+    const expressions = ruleDef.ruleCriteria
+        .map((criteria) => buildCriteriaExpression(criteria, attributeDataTypes, contextTagDataTypes))
+        .filter((e) => e !== null);
     if (expressions.length === 0)
         return 'true';
     if (expressions.length === 1)
@@ -193,12 +429,12 @@ export function collectAttributes(ruleDefs) {
  * noise on exactly the inputs the guard sanitized. Unlike `collectAttributes`, names are returned
  * sanitized to match how they appear in the emitted declaration.
  */
-export function collectEmittedAttributes(ruleDefs) {
+export function collectEmittedAttributes(ruleDefs, attributeDataTypes, contextTagDataTypes) {
     const attrs = new Set();
     for (const { ruleDef } of ruleDefs) {
         for (const criteria of ruleDef.ruleCriteria ?? []) {
             for (const cond of criteria.conditions ?? []) {
-                if (buildConditionExpression(cond) === null)
+                if (buildConditionExpression(cond, attributeDataTypes, contextTagDataTypes) === null)
                     continue;
                 const name = cond.attributeName ?? cond.contextTagName;
                 if (name)
@@ -209,12 +445,15 @@ export function collectEmittedAttributes(ruleDefs) {
     return attrs;
 }
 /**
- * Derives the real CML data type for each collected attribute from its condition `dataType`.
- * When an attribute appears with more than one distinct CML type (a conflict), or its type is
- * unknown, it falls back to STRING. Returned alongside (not replacing) the Set from
- * collectAttributes, which merge mode still depends on.
+ * Derives the real CML data type for each collected attribute from its resolved data type (falling
+ * back to the condition's own `dataType`). When an attribute appears with more than one distinct CML
+ * type (a conflict), or its type is unknown, it falls back to STRING. Returned alongside (not
+ * replacing) the Set from collectAttributes, which merge mode still depends on.
+ *
+ * Shares `conditionDataType` with the declaration builder so an attribute is never declared as one
+ * type and then compared as another.
  */
-export function collectAttributeTypes(ruleDefs) {
+export function collectAttributeTypes(ruleDefs, attributeDataTypes) {
     const types = new Map();
     const conflicting = new Set();
     for (const { ruleDef } of ruleDefs) {
@@ -223,7 +462,7 @@ export function collectAttributeTypes(ruleDefs) {
                 const name = cond.attributeName ?? cond.contextTagName;
                 if (!name)
                     continue;
-                const cmlType = dataTypeToCml(cond.dataType);
+                const cmlType = dataTypeToCml(conditionDataType(cond, attributeDataTypes));
                 const existing = types.get(name);
                 if (existing === undefined) {
                     types.set(name, cmlType);
@@ -250,15 +489,27 @@ ruleType,
 // drops the binding. Optional + last so the legacy (code-as-reference) call sites stay valid; the
 // convert layer supplies only Names that passed isSafeAssociationReferenceValue, hence the
 // unconditional ProductCode fallback below for any product missing a safe Name.
-productIdToName) {
+productIdToName, 
+// Org-resolved attribute types, so a picklist attribute is declared and compared as the type
+// behind the picklist (e.g. decimal for a Currency picklist) rather than degrading to string.
+attributeDataTypes) {
     const cmlModel = new CmlModel();
+    const skipped = [];
     const rulesByProduct = new Map();
     for (const entry of ruleDefs) {
+        // Withheld here rather than at declaration time so an unconvertible rule contributes neither a
+        // constraint nor a ruleKeyMapping entry — the record is then never flipped to the constraint
+        // engine, leaving the rule live on the rule engine instead of disabled with nothing behind it.
+        const unconvertible = findUnconvertibleConditions(entry.ruleDef, attributeDataTypes);
+        if (unconvertible.length > 0) {
+            skipped.push({ recordId: entry.record.Id, name: entry.record.Name, reason: unconvertible.join(' ') });
+            continue;
+        }
         // Trim the root segment so leading/trailing whitespace can't split one product into two
         // groups, and skip a rule with a blank ProductPath (it can't be nested under any product)
         // instead of materializing an empty-named type. Mirrors the trimming in
         // collectAllProductIds / collectRootProductIds.
-        const rootProductId = entry.record.ProductPath.split('/')[0]?.trim();
+        const rootProductId = (entry.record.ProductPath ?? '').split('/')[0]?.trim();
         if (!rootProductId)
             continue;
         if (!rulesByProduct.has(rootProductId)) {
@@ -272,7 +523,7 @@ productIdToName) {
         const typeName = sanitizeName(productCode);
         const productType = new CmlType(typeName, undefined, undefined);
         const attrs = collectAttributes(productRules);
-        const attrTypes = collectAttributeTypes(productRules);
+        const attrTypes = collectAttributeTypes(productRules, attributeDataTypes);
         for (const attrName of attrs) {
             const cmlType = attrTypes.get(attrName) ?? CML_DATA_TYPES.STRING;
             productType.addAttribute(new CmlAttribute(null, sanitizeName(attrName), cmlType));
@@ -281,7 +532,7 @@ productIdToName) {
             const apiName = ruleDef.apiName ?? record.Name;
             const stageTransition = buildStageTransition(ruleDef.underwritingRuleGroup);
             const ruleKey = generateRuleKey(keyPrefix, productCode, apiName, stageTransition);
-            const declaration = buildConstraintDeclaration(ruleDef);
+            const declaration = buildConstraintDeclaration(ruleDef, attributeDataTypes);
             const constraint = ruleType
                 ? CmlConstraint.createRuleConstraint(declaration, ruleType, ruleKey, 'True')
                 : new CmlConstraint(CONSTRAINT_TYPES.CONSTRAINT, declaration, `"${constraintLabel}: ${record.Name}"`);
@@ -298,6 +549,6 @@ productIdToName) {
         const referenceValue = productIdToName?.get(rootProductId) ?? productCode;
         cmlModel.addAssociation(new Association(null, typeName, ASSOCIATION_TYPES.TYPE, rootProductId, 'Product2', referenceValue));
     }
-    return { cmlModel, ruleKeyMapping };
+    return { cmlModel, ruleKeyMapping, skipped };
 }
 //# sourceMappingURL=insurance-rule-generator.js.map

package/lib/shared/insurance/insurance-rule-generator.js.map

@@ -1 +1 @@
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package/lib/shared/insurance/models.d.ts

@@ -31,11 +31,12 @@ export type ParsedRuleDefinition = {
     description?: string;
     ruleCriteria?: RuleCriteria[];
     underwritingRuleGroup?: UnderwritingRuleGroup;
+    surchargeId?: string;
 };
 export type RuleRecord = {
     Id: string;
     Name: string;
-    ProductPath: string;
+    ProductPath: string | null;
 };
 export type RuleKeyEntry = {
     recordId: string;

package/lib/shared/insurance/planned-change-mapper.d.ts

@@ -0,0 +1,15 @@
+/**
+ * Turns the apply layer's {@link PlannedRecordChange} into the shapes the operator and a `--json`
+ * consumer see. Kept out of `planned-change.ts` because rendering a blob change needs
+ * `record-update-plan.ts`, which already imports `planned-change.ts` — putting these there would
+ * close an import cycle.
+ */
+import { PlannedRecordChange } from './record-update-apply.js';
+import { PlannedChange } from './planned-change.js';
+export type RecordUpdateSkipResult = {
+    id: string;
+    field: string;
+    reason: string;
+};
+export declare function toPlannedChange(change: PlannedRecordChange): PlannedChange;
+export declare function toSkipResult(change: PlannedRecordChange): RecordUpdateSkipResult;

package/lib/shared/insurance/planned-change-mapper.js

@@ -0,0 +1,51 @@
+/*
+ * Copyright 2026, Salesforce, Inc.
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *     http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { JSON_BLOB_FIELD, formatBlobChange, formatBlobSummary } from './record-update-plan.js';
+import { NO_VALUE, formatChange, truncateCell } from './planned-change.js';
+export function toPlannedChange(change) {
+    return {
+        operation: change.alreadyCurrent ? 'Skip (already current)' : 'Update',
+        object: change.update.sobject,
+        id: change.update.id,
+        name: change.update.name,
+        field: change.field.field,
+        change: describeChange(change),
+        currentValue: change.currentValue,
+        newValue: change.field.value,
+    };
+}
+export function toSkipResult(change) {
+    return {
+        id: change.update.id,
+        field: change.field.field,
+        reason: 'org already matches the requested value',
+    };
+}
+/**
+ * Builds the operator-facing `Change` cell. `DynamicRuleDefinition` is rendered as a semantic diff
+ * of the fields convert mutates, because the raw blob's first 60 characters are identical before
+ * and after — a truncated raw diff shows the operator the same string twice.
+ */
+function describeChange(change) {
+    const isBlob = change.field.field === JSON_BLOB_FIELD;
+    if (change.alreadyCurrent) {
+        const summary = isBlob ? formatBlobSummary(change.currentValue) : undefined;
+        return `${summary ?? truncateCell(change.currentValue ?? NO_VALUE)} (unchanged)`;
+    }
+    const semantic = isBlob ? formatBlobChange(change.currentValue, change.field.value) : undefined;
+    return semantic ?? formatChange(change.currentValue, change.field.value);
+}
+//# sourceMappingURL=planned-change-mapper.js.map

package/lib/shared/insurance/planned-change-mapper.js.map

@@ -0,0 +1 @@
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