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changes to import added activity entity

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This commit is contained in:
Simon Pocrnjič
2025-12-16 19:35:51 +01:00
parent aa40ebed5c
commit a596177a68
9 changed files with 946 additions and 72 deletions
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resources/js/Pages/Imports/Templates/Create.vue
+57 -8
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@@ -28,6 +28,8 @@ const form = useForm({
delimiter: "",
// Payments import mode
payments_import: false,
// History import mode
history_import: false,
// For payments mode: how to locate Contract - use single key 'reference'
contract_key_mode: null,
},
@@ -59,6 +61,9 @@ const prevEntities = ref([]);
watch(
() => form.meta.payments_import,
(enabled) => {
if (enabled && form.meta.history_import) {
form.meta.history_import = false;
}
if (enabled) {
// Save current selection and lock to the required chain
prevEntities.value = Array.isArray(form.entities) ? [...form.entities] : [];
@@ -74,6 +79,35 @@ watch(
}
}
);
// History import: restrict entities and auto-add accounts when contracts selected
watch(
() => form.meta.history_import,
(enabled) => {
if (enabled && form.meta.payments_import) {
form.meta.payments_import = false;
form.meta.contract_key_mode = null;
}
const allowed = ["person", "person_addresses", "person_phones", "contracts", "activities", "client_cases"];
if (enabled) {
const current = Array.isArray(form.entities) ? [...form.entities] : [];
let filtered = current.filter((e) => allowed.includes(e));
if (filtered.includes("contracts") && !filtered.includes("accounts")) {
filtered = [...filtered, "accounts"];
}
form.entities = filtered;
}
}
);
watch(
() => form.entities,
(vals) => {
if (form.meta.history_import && Array.isArray(vals) && vals.includes("contracts") && ! vals.includes("accounts")) {
form.entities = [...vals, "accounts"];
}
}
);
</script>
<template>
@@ -112,14 +146,24 @@ watch(
<label class="block text-sm font-medium text-gray-700"
>Entities (tables)</label
>
<label class="inline-flex items-center gap-2 text-sm">
<input
type="checkbox"
v-model="form.meta.payments_import"
class="rounded"
/>
<span>Payments import</span>
</label>
<div class="flex items-center gap-4 text-sm">
<label class="inline-flex items-center gap-2">
<input
type="checkbox"
v-model="form.meta.history_import"
class="rounded"
/>
<span>History import</span>
</label>
<label class="inline-flex items-center gap-2">
<input
type="checkbox"
v-model="form.meta.payments_import"
class="rounded"
/>
<span>Payments import</span>
</label>
</div>
</div>
<template v-if="!form.meta.payments_import">
<Multiselect
@@ -128,11 +172,13 @@ watch(
{ value: 'person', label: 'Person' },
{ value: 'person_addresses', label: 'Person Addresses' },
{ value: 'person_phones', label: 'Person Phones' },
{ value: 'client_cases', label: 'Client Cases' },
{ value: 'emails', label: 'Emails' },
{ value: 'accounts', label: 'Accounts' },
{ value: 'contracts', label: 'Contracts' },
{ value: 'case_objects', label: 'Case Objects' },
{ value: 'payments', label: 'Payments' },
{ value: 'activities', label: 'Activities' },
]"
:multiple="true"
track-by="value"
@@ -156,6 +202,9 @@ watch(
Choose which tables this template targets. You can still define per-column
mappings later.
</p>
<div v-if="form.meta.history_import" class="mt-2 text-xs text-gray-600">
History mode allows only person/address/phone/contracts/activities/client cases. Accounts are auto-added when contracts are present and balances stay unchanged.
</div>
<div v-if="form.meta.payments_import" class="mt-2 text-xs text-gray-600">
Payments mode locks entities to:
<span class="font-medium">Contracts → Accounts → Payments</span> and