updates to UI and add archiving option

2025-10-05 19:45:49 +02:00
parent fe91c7e4bc
commit bab9d6561f
50 changed files with 3337 additions and 416 deletions
@@ -0,0 +1,43 @@
+<?php
+
+namespace Database\Factories;
+
+use App\Models\ArchiveSetting;
+use App\Models\User;
+use Illuminate\Database\Eloquent\Factories\Factory;
+
+/**
+ * @extends Factory<ArchiveSetting>
+ */
+class ArchiveSettingFactory extends Factory
+{
+    protected $model = ArchiveSetting::class;
+
+    public function definition(): array
+    {
+        return [
+            'action_id' => null,
+            'decision_id' => null,
+            'segment_id' => null,
+            'entities' => [
+                [
+                    'table' => 'documents',
+                    'conditions' => [
+                        'older_than_days' => $this->faker->numberBetween(30, 365),
+                    ],
+                    'columns' => ['id', 'deleted_at'],
+                ],
+            ],
+            'name' => $this->faker->sentence(3),
+            'description' => $this->faker->optional()->paragraph(),
+            'enabled' => true,
+            'strategy' => 'immediate',
+            'soft' => true,
+            'options' => [
+                'batch_size' => $this->faker->numberBetween(50, 500),
+            ],
+            'created_by' => User::query()->inRandomOrder()->value('id'),
+            'updated_by' => null,
+        ];
+    }
+}
@@ -0,0 +1,61 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('archive_settings', function (Blueprint $table): void {
+            $table->id();
+
+            // Contextual foreign keys (nullable allows broader global rules)
+            $table->foreignId('action_id')->nullable()->constrained()->nullOnDelete();
+            $table->foreignId('decision_id')->nullable()->constrained()->nullOnDelete();
+            $table->foreignId('segment_id')->nullable()->constrained()->nullOnDelete();
+
+            // JSON describing entities (tables/models) impacted
+            // Example shape: [{"table":"documents","conditions":{"older_than_days":180},"columns":["id","deleted_at"]}]
+            $table->json('entities');
+
+            // Optional descriptive metadata
+            $table->string('name')->nullable();
+            $table->text('description')->nullable();
+            $table->boolean('enabled')->default(true);
+
+            // Execution strategy: immediate | scheduled | queued
+            $table->string('strategy')->default('immediate');
+
+            // Whether to perform a soft archive (flag / soft delete) instead of permanent removal
+            $table->boolean('soft')->default(true);
+
+            // Additional arbitrary options (thresholds, flags, custom logic parameters)
+            $table->json('options')->nullable();
+
+            // Auditing foreign keys for who created / last updated the rule
+            $table->foreignId('created_by')->nullable()->constrained('users')->nullOnDelete();
+            $table->foreignId('updated_by')->nullable()->constrained('users')->nullOnDelete();
+
+            $table->timestamps();
+            $table->softDeletes();
+
+            // Useful indexes
+            $table->index(['action_id', 'decision_id', 'segment_id']);
+            $table->index('enabled');
+            $table->index('strategy');
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('archive_settings');
+    }
+};
@@ -0,0 +1,33 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        Schema::create('archive_entities', function (Blueprint $table): void {
+            $table->id();
+            $table->string('focus')->unique(); // e.g. contracts, client_cases
+            $table->json('related'); // JSON array of related table names
+            $table->string('name')->nullable();
+            $table->text('description')->nullable();
+            $table->boolean('enabled')->default(true);
+            $table->timestamps();
+            $table->index('enabled');
+        });
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::dropIfExists('archive_entities');
+    }
+};
@@ -0,0 +1,63 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        // Add active column to bookings if missing
+        if (Schema::hasTable('bookings') && ! Schema::hasColumn('bookings', 'active')) {
+            Schema::table('bookings', function (Blueprint $table): void {
+                $table->unsignedTinyInteger('active')->default(1)->after('description');
+                $table->index('active');
+            });
+        }
+
+        // Add active column to activities if missing
+        if (Schema::hasTable('activities') && ! Schema::hasColumn('activities', 'active')) {
+            Schema::table('activities', function (Blueprint $table): void {
+                $table->unsignedTinyInteger('active')->default(1)->after('note');
+                $table->index('active');
+            });
+        }
+
+        // Add active column to documents if missing
+        if (Schema::hasTable('documents') && ! Schema::hasColumn('documents', 'active')) {
+            Schema::table('documents', function (Blueprint $table): void {
+                $table->unsignedTinyInteger('active')->default(1)->after('is_public');
+                $table->index('active');
+            });
+        }
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        if (Schema::hasTable('bookings') && Schema::hasColumn('bookings', 'active')) {
+            Schema::table('bookings', function (Blueprint $table): void {
+                $table->dropIndex(['active']);
+                $table->dropColumn('active');
+            });
+        }
+        if (Schema::hasTable('activities') && Schema::hasColumn('activities', 'active')) {
+            Schema::table('activities', function (Blueprint $table): void {
+                $table->dropIndex(['active']);
+                $table->dropColumn('active');
+            });
+        }
+        if (Schema::hasTable('documents') && Schema::hasColumn('documents', 'active')) {
+            Schema::table('documents', function (Blueprint $table): void {
+                $table->dropIndex(['active']);
+                $table->dropColumn('active');
+            });
+        }
+    }
+};
@@ -0,0 +1,28 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        if (Schema::hasTable('payments') && ! Schema::hasColumn('payments', 'active')) {
+            Schema::table('payments', function (Blueprint $table): void {
+                $table->unsignedTinyInteger('active')->default(1)->after('type_id');
+                $table->index('active');
+            });
+        }
+    }
+
+    public function down(): void
+    {
+        if (Schema::hasTable('payments') && Schema::hasColumn('payments', 'active')) {
+            Schema::table('payments', function (Blueprint $table): void {
+                $table->dropIndex(['active']);
+                $table->dropColumn('active');
+            });
+        }
+    }
+};
@@ -0,0 +1,31 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        Schema::create('archive_runs', function (Blueprint $table): void {
+            $table->id();
+            $table->foreignId('archive_setting_id')->constrained()->cascadeOnDelete();
+            $table->foreignId('user_id')->nullable()->constrained()->nullOnDelete();
+            $table->string('status', 30)->default('running'); // running|success|error
+            $table->json('counts')->nullable(); // per-table affected counts
+            $table->json('context')->nullable(); // manual context scope
+            $table->timestamp('started_at')->nullable();
+            $table->timestamp('finished_at')->nullable();
+            $table->unsignedInteger('duration_ms')->nullable();
+            $table->text('message')->nullable();
+            $table->timestamps();
+            $table->index(['archive_setting_id', 'status']);
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::dropIfExists('archive_runs');
+    }
+};
@@ -0,0 +1,28 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        if (Schema::hasTable('archive_settings') && ! Schema::hasColumn('archive_settings', 'reactivate')) {
+            Schema::table('archive_settings', function (Blueprint $table): void {
+                $table->boolean('reactivate')->default(false)->after('soft');
+                $table->index('reactivate');
+            });
+        }
+    }
+
+    public function down(): void
+    {
+        if (Schema::hasTable('archive_settings') && Schema::hasColumn('archive_settings', 'reactivate')) {
+            Schema::table('archive_settings', function (Blueprint $table): void {
+                $table->dropIndex(['reactivate']);
+                $table->dropColumn('reactivate');
+            });
+        }
+    }
+};
@@ -0,0 +1,36 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        Schema::table('import_templates', function (Blueprint $table) {
+            if (! Schema::hasColumn('import_templates', 'reactivate')) {
+                $table->boolean('reactivate')->default(false)->after('is_active');
+            }
+        });
+        Schema::table('imports', function (Blueprint $table) {
+            if (! Schema::hasColumn('imports', 'reactivate')) {
+                $table->boolean('reactivate')->default(false)->after('status');
+            }
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::table('import_templates', function (Blueprint $table) {
+            if (Schema::hasColumn('import_templates', 'reactivate')) {
+                $table->dropColumn('reactivate');
+            }
+        });
+        Schema::table('imports', function (Blueprint $table) {
+            if (Schema::hasColumn('imports', 'reactivate')) {
+                $table->dropColumn('reactivate');
+            }
+        });
+    }
+};
@@ -0,0 +1,35 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        Schema::table('accounts', function (Blueprint $table) {
+            // Drop existing unique index if present (contract_id, reference, deleted_at)
+            try {
+                $table->dropUnique('accounts_reference_unique');
+            } catch (\Throwable $e) {
+                // ignore if it does not exist
+            }
+            // Recreate including active flag so archived/inactive accounts can reuse reference
+            $table->unique(['contract_id', 'reference', 'active', 'deleted_at'], 'accounts_reference_unique');
+        });
+    }
+
+    public function down(): void
+    {
+        Schema::table('accounts', function (Blueprint $table) {
+            try {
+                $table->dropUnique('accounts_reference_unique');
+            } catch (\Throwable $e) {
+                // ignore
+            }
+            // Restore previous definition without active
+            $table->unique(['contract_id', 'reference', 'deleted_at'], 'accounts_reference_unique');
+        });
+    }
+};
@@ -0,0 +1,59 @@
+<?php
+
+namespace Database\Seeders;
+
+use App\Models\ArchiveEntity;
+use Illuminate\Database\Seeder;
+
+class ArchiveEntitySeeder extends Seeder
+{
+    /**
+     * Seed archive focus entities and their selectable related tables.
+     */
+    public function run(): void
+    {
+        $entities = [
+            [
+                'focus' => 'contracts',
+                'name' => 'Contracts',
+                'description' => 'Contracts and their financial / activity related records.',
+                'related' => [
+                    // Direct related tables
+                    'accounts',
+                    'activities',
+                    'documents', // polymorphic (contract documents only when used as focus)
+                    // Chained relations (dot notation) – resolve via contract -> account -> payments/bookings
+                    'account.payments',
+                    'account.bookings',
+                ],
+            ],
+            [
+                'focus' => 'client_cases',
+                'name' => 'Client Cases',
+                'description' => 'Client cases and subordinate contractual / financial records.',
+                'related' => [
+                    'contracts',          // direct contracts under case
+                    'contracts.account',  // via contracts (hasOne account)
+                    'activities',         // case level activities (and possibly contract-linked)
+                    'documents',          // case level documents
+                    // Chained relations:
+                    'contracts.account.payments',   // contracts -> account -> payments
+                    'contracts.account.bookings',   // contracts -> account -> bookings
+                    'contracts.documents', // contracts -> documents (polymorphic)
+                ],
+            ],
+        ];
+
+        foreach ($entities as $data) {
+            ArchiveEntity::query()->updateOrCreate(
+                ['focus' => $data['focus']],
+                [
+                    'name' => $data['name'],
+                    'description' => $data['description'],
+                    'related' => $data['related'],
+                    'enabled' => true,
+                ]
+            );
+        }
+    }
+}
@@ -0,0 +1,16 @@
+<?php
+
+namespace Database\Seeders;
+
+use App\Models\ArchiveSetting;
+use Illuminate\Database\Seeder;
+
+class ArchiveSettingSeeder extends Seeder
+{
+    public function run(): void
+    {
+        if (ArchiveSetting::query()->count() === 0) {
+            ArchiveSetting::factory()->count(2)->create();
+        }
+    }
+}
@@ -31,6 +31,7 @@ public function run(): void
        $this->call([
            AccountTypeSeeder::class,
            PaymentSettingSeeder::class,
+            ArchiveEntitySeeder::class,
            PersonSeeder::class,
            SegmentSeeder::class,
            ActionSeeder::class,