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 +1,56 @@
+<?php
+
+namespace Tests\Feature;
+
+use App\Models\Account;
+use App\Models\ArchiveSetting;
+use App\Models\ClientCase;
+use App\Models\Contract;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+class ArchiveContractAccountChainTest extends \Tests\TestCase
+{
+    use RefreshDatabase;
+
+    public function test_archives_account_via_contracts_account_chain(): void
+    {
+        $case = ClientCase::factory()->create();
+        $contract = Contract::factory()->create([
+            'client_case_id' => $case->id,
+            'active' => 1,
+        ]);
+        $accountTypeId = \DB::table('account_types')->insertGetId([
+            'name' => 'Type',
+            'description' => null,
+            'created_at' => now(),
+            'updated_at' => now(),
+            'deleted_at' => null,
+        ]);
+        $account = Account::create([
+            'contract_id' => $contract->id,
+            'type_id' => $accountTypeId,
+            'active' => 1,
+            'initial_amount' => 0,
+            'balance_amount' => 0,
+        ]);
+
+        ArchiveSetting::factory()->create([
+            'enabled' => true,
+            'strategy' => 'manual',
+            'soft' => true,
+            'entities' => [
+                ['table' => 'contracts', 'focus' => true],
+                ['table' => 'contracts.account'],
+            ],
+        ]);
+
+        $user = User::factory()->create();
+        $this->actingAs($user);
+
+        $this->post(route('clientCase.contract.archive', ['client_case' => $case->uuid, 'uuid' => $contract->uuid]))
+            ->assertRedirect();
+
+        $this->assertDatabaseHas('accounts', ['id' => $account->id, 'active' => 0]);
+    }
+}
@@ -0,0 +1,84 @@
+<?php
+
+namespace Tests\Feature;
+
+use App\Models\Account;
+use App\Models\ArchiveSetting;
+use App\Models\Booking;
+use App\Models\ClientCase;
+use App\Models\Contract;
+use App\Models\Payment;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+class ArchiveContractChainedEntitiesTest extends \Tests\TestCase
+{
+    use RefreshDatabase;
+
+    public function test_archives_payments_and_bookings_via_account_chain(): void
+    {
+        $case = ClientCase::factory()->create();
+        $contract = Contract::factory()->create([
+            'client_case_id' => $case->id,
+            'active' => 1,
+        ]);
+        // Create account tied to contract
+        // Minimal account type requirement
+        $accountTypeId = \DB::table('account_types')->insertGetId([
+            'name' => 'Test Type',
+            'description' => 'Temp',
+            'created_at' => now(),
+            'updated_at' => now(),
+            'deleted_at' => null,
+        ]);
+        $account = Account::create([
+            'contract_id' => $contract->id,
+            'type_id' => $accountTypeId,
+            'active' => 1,
+            'initial_amount' => 0,
+            'balance_amount' => 0,
+        ]);
+
+        // Seed payments & bookings for that account
+        $payment = Payment::create([
+            'account_id' => $account->id,
+            'amount_cents' => 10000,
+            'currency' => 'EUR',
+            'reference' => 'P-TEST',
+            'paid_at' => now(),
+            'meta' => json_encode([]),
+        ]);
+        $booking = Booking::create([
+            'account_id' => $account->id,
+            'payment_id' => $payment->id,
+            'amount_cents' => 10000,
+            'type' => 'debit',
+            'description' => 'Test Booking',
+            'booked_at' => now(),
+        ]);
+
+        ArchiveSetting::factory()->create([
+            'enabled' => true,
+            'strategy' => 'manual',
+            'soft' => true,
+            'entities' => [
+                ['table' => 'contracts', 'focus' => true],
+                ['table' => 'account.payments'],
+                ['table' => 'account.bookings'],
+            ],
+        ]);
+
+        $user = User::factory()->create();
+        $this->actingAs($user);
+
+        $this->post(route('clientCase.contract.archive', ['client_case' => $case->uuid, 'uuid' => $contract->uuid]))
+            ->assertRedirect();
+
+        // Refresh models
+        $payment->refresh();
+        $booking->refresh();
+
+        $this->assertDatabaseHas('payments', ['id' => $payment->id, 'active' => 0]);
+        $this->assertDatabaseHas('bookings', ['id' => $booking->id, 'active' => 0]);
+    }
+}
@@ -0,0 +1,66 @@
+<?php
+
+namespace Tests\Feature;
+
+use App\Models\ArchiveSetting;
+use App\Models\ClientCase;
+use App\Models\Contract;
+use App\Models\Segment;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+use Illuminate\Support\Facades\DB;
+
+class ArchiveContractSegmentTest extends \Tests\TestCase
+{
+    use RefreshDatabase;
+
+    public function test_moves_contract_to_archive_segment_when_setting_has_segment_id(): void
+    {
+        $case = ClientCase::factory()->create();
+        $contract = Contract::factory()->create([
+            'client_case_id' => $case->id,
+            'active' => 1,
+        ]);
+
+        $originalSegment = Segment::factory()->create(['active' => true]);
+        $archiveSegment = Segment::factory()->create(['active' => true]);
+
+        DB::table('client_case_segment')->insert([
+            'client_case_id' => $case->id,
+            'segment_id' => $originalSegment->id,
+            'active' => true,
+            'created_at' => now(),
+            'updated_at' => now(),
+        ]);
+        DB::table('contract_segment')->insert([
+            'contract_id' => $contract->id,
+            'segment_id' => $originalSegment->id,
+            'active' => true,
+            'created_at' => now(),
+            'updated_at' => now(),
+        ]);
+
+        ArchiveSetting::factory()->create([
+            'enabled' => true,
+            'strategy' => 'manual',
+            'segment_id' => $archiveSegment->id,
+            'entities' => [
+                ['table' => 'contracts', 'focus' => true],
+            ],
+        ]);
+
+        $user = User::factory()->create();
+        $this->actingAs($user);
+
+        $response = $this->post(route('clientCase.contract.archive', ['client_case' => $case->uuid, 'uuid' => $contract->uuid]));
+        $response->assertRedirect();
+
+        $activePivots = DB::table('contract_segment')
+            ->where('contract_id', $contract->id)
+            ->where('active', true)
+            ->pluck('segment_id');
+
+        $this->assertTrue($activePivots->contains($archiveSegment->id));
+        $this->assertFalse($activePivots->contains($originalSegment->id));
+    }
+}
@@ -0,0 +1,48 @@
+<?php
+
+use App\Models\ArchiveSetting;
+use App\Models\ClientCase;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Str;
+
+uses(RefreshDatabase::class);
+
+/** @var \Tests\TestCase $this */
+it('archives a single contract using archive settings', function () {
+    $user = User::factory()->create();
+    test()->actingAs($user);
+
+    $case = ClientCase::factory()->create(['active' => 1]);
+    $typeId = DB::table('contract_types')->insertGetId([
+        'name' => 'Standard',
+        'description' => 'Test',
+        'created_at' => now(),
+        'updated_at' => now(),
+    ]);
+
+    $contract = $case->contracts()->create([
+        'uuid' => (string) Str::uuid(),
+        'reference' => 'T-TEST',
+        'start_date' => now()->toDateString(),
+        'end_date' => null,
+        'type_id' => $typeId,
+        'active' => 1,
+    ]);
+
+    ArchiveSetting::factory()->create([
+        'entities' => [
+            ['table' => 'contracts', 'conditions' => ['where' => ['client_case_id' => $case->id]]],
+        ],
+        'strategy' => 'immediate',
+        'soft' => true,
+        'enabled' => true,
+    ]);
+
+    test()->post(route('clientCase.contract.archive', [$case->uuid, $contract->uuid]))
+        ->assertRedirect();
+
+    $contract->refresh();
+    expect($contract->active)->toBe(0);
+});
@@ -0,0 +1,48 @@
+<?php
+
+use App\Models\ArchiveRun;
+use App\Models\ArchiveSetting;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Str;
+
+uses(RefreshDatabase::class);
+
+it('runs an archive setting via run-now endpoint and logs audit', function () {
+    $docId = null; // Define docId earlier
+    $user = User::factory()->create();
+    test()->actingAs($user);
+
+    // Insert sample document older than 200 days (minimal required columns)
+    $docId = DB::table('documents')->insertGetId([
+        'uuid' => (string) Str::uuid(),
+        'documentable_type' => 'App\\Models\\ClientCase', // generic
+        'documentable_id' => 1,
+        'name' => 'Old Doc',
+        'file_name' => 'old.txt',
+        'original_name' => 'old.txt',
+        'disk' => 'public',
+        'path' => 'documents/old.txt',
+        'mime_type' => 'text/plain',
+        'active' => 1,
+        'created_at' => now()->subDays(210),
+        'updated_at' => now()->subDays(210),
+    ]);
+
+    $setting = ArchiveSetting::factory()->create([
+        'entities' => [[
+            'table' => 'documents',
+            'conditions' => ['older_than_days' => 180],
+        ]],
+        'enabled' => true,
+        'strategy' => 'immediate',
+    ]);
+
+    test()->post(route('settings.archive.run', $setting->id))->assertRedirect();
+
+    $setting->refresh();
+    $docRow = DB::table('documents')->where('id', $docId)->first();
+    expect(ArchiveRun::count())->toBe(1)
+        ->and($docRow->active)->toBe(0);
+});
@@ -0,0 +1,61 @@
+<?php
+
+/**
+ * @method \Illuminate\Testing\TestResponse post(string $uri, array $data = [])
+ * @method \Illuminate\Testing\TestResponse put(string $uri, array $data = [])
+ * @method \Illuminate\Testing\TestResponse delete(string $uri, array $data = [])
+ * @method $this actingAs(\App\Models\User $user, ?string $guard = null)
+ */
+
+use App\Models\ArchiveSetting;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+
+uses(RefreshDatabase::class);
+/** @var \Tests\TestCase $this */
+it('creates an archive setting', function () {
+    $user = User::factory()->create();
+    test()->actingAs($user);
+
+    $response = test()->post(route('settings.archive.store'), [
+        'entities' => [
+            ['table' => 'documents', 'conditions' => ['older_than_days' => 30]],
+        ],
+        'strategy' => 'immediate',
+        'soft' => true,
+        'enabled' => true,
+    ]);
+
+    $response->assertRedirect();
+    expect(ArchiveSetting::count())->toBe(1);
+});
+
+it('updates an archive setting', function () {
+    $user = User::factory()->create();
+    test()->actingAs($user);
+    $setting = ArchiveSetting::factory()->create();
+
+    $response = test()->put(route('settings.archive.update', $setting->id), [
+        'entities' => $setting->entities,
+        'strategy' => 'queued',
+        'soft' => false,
+        'enabled' => false,
+    ]);
+
+    $response->assertRedirect();
+    $setting->refresh();
+    expect($setting->strategy)->toBe('queued')
+        ->and($setting->soft)->toBeFalse()
+        ->and($setting->enabled)->toBeFalse();
+});
+
+it('deletes an archive setting', function () {
+    $user = User::factory()->create();
+    test()->actingAs($user);
+    $setting = ArchiveSetting::factory()->create();
+
+    $response = test()->delete(route('settings.archive.destroy', $setting->id));
+    $response->assertRedirect();
+    expect(ArchiveSetting::withTrashed()->count())->toBe(1) // soft deleted
+        ->and(ArchiveSetting::count())->toBe(0);
+});
@@ -0,0 +1,50 @@
+<?php
+
+use App\Models\ArchiveSetting;
+use App\Models\ClientCase;
+use App\Models\User;
+use Illuminate\Foundation\Testing\RefreshDatabase;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Str;
+
+uses(RefreshDatabase::class);
+
+it('reactivates a single contract when a reactivate rule exists', function () {
+    $user = User::factory()->create();
+    test()->actingAs($user);
+
+    $case = ClientCase::factory()->create(['active' => 1]);
+    $typeId = DB::table('contract_types')->insertGetId([
+        'name' => 'Standard',
+        'description' => 'Test',
+        'created_at' => now(),
+        'updated_at' => now(),
+    ]);
+
+    $contract = $case->contracts()->create([
+        'uuid' => (string) Str::uuid(),
+        'reference' => 'T-REACT',
+        'start_date' => now()->toDateString(),
+        'end_date' => null,
+        'type_id' => $typeId,
+        'active' => 0, // initially archived
+        'deleted_at' => now(), // also soft deleted to test clearing
+    ]);
+
+    ArchiveSetting::factory()->create([
+        'entities' => [
+            ['table' => 'contracts', 'conditions' => ['where' => ['client_case_id' => $case->id]]],
+        ],
+        'strategy' => 'immediate',
+        'soft' => true,
+        'enabled' => true,
+        'reactivate' => true,
+    ]);
+
+    test()->post(route('clientCase.contract.archive', ['client_case' => $case->uuid, 'uuid' => $contract->uuid]))
+        ->assertRedirect();
+
+    $contract->refresh();
+    expect($contract->active)->toBe(1)
+        ->and($contract->deleted_at)->toBeNull();
+});