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changes to sms packages and option to create user

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This commit is contained in:
Simon Pocrnjič
2025-11-06 21:54:07 +01:00
parent ad8e0d5cee
commit 1395b72ae8
102 changed files with 1386 additions and 319 deletions
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app/Services/ImportProcessor.php
+225 -3
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@@ -5,6 +5,7 @@
use App\Models\Account;
use App\Models\AccountType;
use App\Models\Activity;
use App\Models\CaseObject;
use App\Models\Client;
use App\Models\ClientCase;
use App\Models\Contract;
@@ -480,6 +481,80 @@ public function process(Import $import, ?Authenticatable $user = null): array
}
}
// Case Objects: create or update case objects associated with contracts
// Support both 'case_object' and 'case_objects' keys (template may use plural)
if (isset($mapped['case_objects']) || isset($mapped['case_object'])) {
// Resolve contract_id from various sources
$contractIdForObject = null;
// Get the case object data (support both plural and singular)
$caseObjectData = $mapped['case_objects'] ?? $mapped['case_object'] ?? [];
// First, check if contract_id is directly provided in the mapping
if (! empty($caseObjectData['contract_id'])) {
$contractIdForObject = $caseObjectData['contract_id'];
}
// If contract was just created/resolved above, use its id
elseif ($contractResult && isset($contractResult['contract']) && $contractResult['contract'] instanceof Contract) {
$contractIdForObject = $contractResult['contract']->id;
}
// If account was processed and has a contract, use that contract
elseif ($accountResult && isset($accountResult['contract_id'])) {
$contractIdForObject = $accountResult['contract_id'];
}
if ($contractIdForObject) {
$caseObjectResult = $this->upsertCaseObject($import, $mapped, $mappings, $contractIdForObject);
if ($caseObjectResult['action'] === 'skipped') {
$skipped++;
$importRow->update(['status' => 'skipped']);
ImportEvent::create([
'import_id' => $import->id,
'user_id' => $user?->getAuthIdentifier(),
'import_row_id' => $importRow->id,
'event' => 'row_skipped',
'level' => 'info',
'message' => $caseObjectResult['message'] ?? 'Skipped (no changes).',
'context' => $caseObjectResult['context'] ?? null,
]);
} elseif ($caseObjectResult['action'] === 'inserted' || $caseObjectResult['action'] === 'updated') {
$imported++;
$importRow->update([
'status' => 'imported',
'entity_type' => CaseObject::class,
'entity_id' => $caseObjectResult['case_object']->id,
]);
$objectFieldsStr = '';
if (! empty($caseObjectResult['applied_fields'] ?? [])) {
$objectFieldsStr = $this->formatAppliedFieldMessage('case_object', $caseObjectResult['applied_fields']);
}
ImportEvent::create([
'import_id' => $import->id,
'user_id' => $user?->getAuthIdentifier(),
'import_row_id' => $importRow->id,
'event' => 'row_imported',
'level' => 'info',
'message' => ucfirst($caseObjectResult['action']).' case object'.($objectFieldsStr ? ' '.$objectFieldsStr : ''),
'context' => ['id' => $caseObjectResult['case_object']->id, 'fields' => $caseObjectResult['applied_fields'] ?? []],
]);
} else {
$invalid++;
$importRow->update(['status' => 'invalid', 'errors' => ['Unhandled case object result']]);
}
} else {
$invalid++;
$importRow->update(['status' => 'invalid', 'errors' => ['Case object requires a valid contract_id']]);
ImportEvent::create([
'import_id' => $import->id,
'user_id' => $user?->getAuthIdentifier(),
'import_row_id' => $importRow->id,
'event' => 'row_invalid',
'level' => 'error',
'message' => 'Case object requires a valid contract_id (not resolved).',
]);
}
}
// Contacts: resolve person via Contract/Account chain, client_case.client_ref, contacts, or identifiers
$personIdForRow = null;
// Prefer person from contract created/updated above
@@ -1447,6 +1522,109 @@ private function upsertAccount(Import $import, array $mapped, $mappings): array
}
}
private function upsertCaseObject(Import $import, array $mapped, $mappings, int $contractId): array
{
// Support both 'case_object' and 'case_objects' keys (template may use plural)
$obj = $mapped['case_objects'] ?? $mapped['case_object'] ?? [];
$reference = $obj['reference'] ?? null;
$name = $obj['name'] ?? null;
// Normalize reference (remove spaces) for consistent matching
if (! is_null($reference)) {
$reference = preg_replace('/\s+/', '', trim((string) $reference));
}
// At least name or reference must be provided
if (! $reference && (! $name || trim($name) === '')) {
return [
'action' => 'skipped',
'message' => 'Case object requires at least a reference or name',
'context' => ['missing' => 'reference and name'],
];
}
$existing = null;
// First, try to find by contract_id and reference (if reference provided)
if ($reference) {
$existing = CaseObject::query()
->where('contract_id', $contractId)
->where('reference', $reference)
->first();
}
// If not found by reference and name is provided, check for duplicate by name
// This prevents creating duplicate case objects with same name for a contract
if (! $existing && ! is_null($name) && trim($name) !== '') {
$normalizedName = trim($name);
$duplicateByName = CaseObject::query()
->where('contract_id', $contractId)
->where('name', $normalizedName)
->first();
if ($duplicateByName) {
// Found existing by name - use it as the existing record
$existing = $duplicateByName;
}
}
// Build applyable data based on apply_mode
$applyInsert = [];
$applyUpdate = [];
$applyModeByField = [];
foreach ($mappings as $map) {
$target = (string) ($map->target_field ?? '');
// Support both 'case_object.' and 'case_objects.' (template may use plural)
if (! str_starts_with($target, 'case_object.') && ! str_starts_with($target, 'case_objects.')) {
continue;
}
// Extract field name - handle both singular and plural prefix
$field = str_starts_with($target, 'case_objects.')
? substr($target, strlen('case_objects.'))
: substr($target, strlen('case_object.'));
$applyModeByField[$field] = (string) ($map->apply_mode ?? 'both');
}
foreach ($obj as $field => $value) {
$applyMode = $applyModeByField[$field] ?? 'both';
if (is_null($value) || (is_string($value) && trim($value) === '')) {
continue;
}
if (in_array($applyMode, ['both', 'insert'], true)) {
$applyInsert[$field] = $value;
}
if (in_array($applyMode, ['both', 'update'], true)) {
$applyUpdate[$field] = $value;
}
}
if ($existing) {
// Build non-null changes for case object fields
$changes = array_filter($applyUpdate, fn ($v) => ! is_null($v));
if (! empty($changes)) {
$existing->fill($changes);
$existing->save();
return ['action' => 'updated', 'case_object' => $existing, 'applied_fields' => $changes];
} else {
return ['action' => 'skipped', 'case_object' => $existing, 'message' => 'No changes needed'];
}
} else {
// Create new case object
$data = array_merge([
'contract_id' => $contractId,
'reference' => $reference,
], $applyInsert);
// Remove any null values
$data = array_filter($data, fn ($v) => ! is_null($v));
$created = CaseObject::create($data);
return ['action' => 'inserted', 'case_object' => $created, 'applied_fields' => $data];
}
}
private function mappingsContainRoot($mappings, string $root): bool
{
foreach ($mappings as $map) {
@@ -1491,6 +1669,17 @@ private function upsertContractChain(Import $import, array $mapped, $mappings):
return ['action' => 'invalid', 'message' => 'Missing contract.reference'];
}
// Temporary debug output
$debugInfo = [
'row' => $rowIndex ?? 'unknown',
'reference' => $reference,
'has_person' => isset($mapped['person']),
'person_tax' => $mapped['person']['tax_number'] ?? null,
'client_id' => $import->client_id,
];
\Log::info('ImportProcessor: upsertContractChain START', $debugInfo);
// Determine mapping mode for contract.reference (e.g., keyref)
$refMode = $this->mappingMode($mappings, 'contract.reference');
@@ -1507,6 +1696,21 @@ private function upsertContractChain(Import $import, array $mapped, $mappings):
->where('contracts.reference', $reference)
->select('contracts.*')
->first();
// Debug logging to track contract lookup
if ($existing) {
\Log::info('ImportProcessor: Found existing contract', [
'client_id' => $clientId,
'reference' => $reference,
'contract_id' => $existing->id,
'client_case_id' => $existing->client_case_id,
]);
} else {
\Log::info('ImportProcessor: No existing contract found', [
'client_id' => $clientId,
'reference' => $reference,
]);
}
}
// If not found by client+reference and a specific client_case_id is provided, try that too
@@ -1605,6 +1809,7 @@ private function upsertContractChain(Import $import, array $mapped, $mappings):
// keyref: used as lookup and applied on insert, but not on update
if ($mode === 'keyref') {
$applyInsert[$field] = $value;
continue;
}
if (in_array($mode, ['insert', 'both'], true)) {
@@ -2303,14 +2508,19 @@ private function findOrCreateClientCaseId(int $clientId, int $personId, ?string
return $cc->id;
}
// client_ref was provided but not found, create new case with this client_ref
return ClientCase::create(['client_id' => $clientId, 'person_id' => $personId, 'client_ref' => $clientRef])->id;
}
// Fallback: by (client_id, person_id)
// No client_ref provided: reuse existing case by (client_id, person_id) if available
$cc = ClientCase::where('client_id', $clientId)->where('person_id', $personId)->first();
if ($cc) {
return $cc->id;
}
return ClientCase::create(['client_id' => $clientId, 'person_id' => $personId, 'client_ref' => $clientRef])->id;
// Create new case without client_ref
return ClientCase::create(['client_id' => $clientId, 'person_id' => $personId, 'client_ref' => null])->id;
}
private function upsertEmail(int $personId, array $emailData, $mappings): array
@@ -2429,10 +2639,16 @@ private function upsertAddress(int $personId, array $addrData, $mappings): array
private function upsertPhone(int $personId, array $phoneData, $mappings): array
{
$nu = trim((string) ($phoneData['nu'] ?? ''));
// Strip all non-numeric characters from phone number
$nu = preg_replace('/[^0-9]/', '', $nu);
if ($nu === '') {
return ['action' => 'skipped', 'message' => 'No phone value'];
}
$existing = PersonPhone::where('person_id', $personId)->where('nu', $nu)->first();
// Find existing phone by normalized number (strip non-numeric from DB values too)
$existing = PersonPhone::where('person_id', $personId)
->whereRaw("REGEXP_REPLACE(nu, '[^0-9]', '', 'g') = ?", [$nu])
->first();
$applyInsert = [];
$applyUpdate = [];
foreach ($mappings as $map) {
@@ -2472,6 +2688,12 @@ private function upsertPhone(int $personId, array $phoneData, $mappings): array
$data = array_filter($applyInsert, fn ($v) => ! is_null($v));
$data['person_id'] = $personId;
$data['type_id'] = $data['type_id'] ?? $this->getDefaultPhoneTypeId();
// Override nu field with normalized value (digits only)
$data['nu'] = $nu;
// Set default phone_type to mobile enum if not provided
if (! array_key_exists('phone_type', $data) || $data['phone_type'] === null) {
$data['phone_type'] = \App\Enums\PersonPhoneType::Mobile;
}
$created = PersonPhone::create($data);
return ['action' => 'inserted', 'phone' => $created];