Migration 054: Forbedret kunde-linking med economic_customer_number

migrations/054_improve_tmodule_customer_linking.sql

@@ -0,0 +1,134 @@
+-- ============================================================================
+-- Migration 054: Forbedret kunde-linking med economic_customer_number
+-- ============================================================================
+-- Opdaterer linking logik til at prioritere economic_customer_number match
+-- over navn match for mere robust kunde-identifikation
+-- ============================================================================
+
+-- Drop og genopret linking funktion med economic nummer prioritering
+DROP FUNCTION IF EXISTS link_tmodule_customers_to_hub();
+
+CREATE OR REPLACE FUNCTION link_tmodule_customers_to_hub()
+RETURNS TABLE (
+    tmodule_id INTEGER,
+    tmodule_name TEXT,
+    hub_id INTEGER,
+    hub_name TEXT,
+    action TEXT
+) AS $$
+BEGIN
+    RETURN QUERY
+    WITH economic_matches AS (
+        -- Prioriter economic_customer_number match (mest præcis)
+        SELECT 
+            tc.id as tmodule_id,
+            tc.name::TEXT as tmodule_name,
+            c.id as hub_id,
+            c.name::TEXT as hub_name,
+            'economic_number_match'::TEXT as action
+        FROM tmodule_customers tc
+        JOIN customers c ON tc.economic_customer_number = c.economic_customer_number
+        WHERE tc.hub_customer_id IS NULL
+          AND tc.economic_customer_number IS NOT NULL
+          AND c.economic_customer_number IS NOT NULL
+    ),
+    name_matches AS (
+        -- Fallback til navn match for kunder uden economic nummer
+        SELECT 
+            tc.id as tmodule_id,
+            tc.name::TEXT as tmodule_name,
+            c.id as hub_id,
+            c.name::TEXT as hub_name,
+            'name_match'::TEXT as action
+        FROM tmodule_customers tc
+        JOIN customers c ON LOWER(TRIM(tc.name)) = LOWER(TRIM(c.name))
+        WHERE tc.hub_customer_id IS NULL
+          AND tc.id NOT IN (SELECT tmodule_id FROM economic_matches)
+    ),
+    all_matches AS (
+        SELECT * FROM economic_matches
+        UNION ALL
+        SELECT * FROM name_matches
+    ),
+    updates AS (
+        -- Opdater tmodule_customers med hub_customer_id
+        UPDATE tmodule_customers tc
+        SET hub_customer_id = m.hub_id,
+            updated_at = CURRENT_TIMESTAMP
+        FROM all_matches m
+        WHERE tc.id = m.tmodule_id
+        RETURNING tc.id, tc.name::TEXT, m.hub_id, m.hub_name, m.action
+    )
+    SELECT * FROM updates;
+END;
+$$ LANGUAGE plpgsql;
+
+-- Opdater trigger til at tjekke både economic nummer og navn
+DROP TRIGGER IF EXISTS auto_link_tmodule_customer ON tmodule_customers;
+
+CREATE OR REPLACE FUNCTION auto_link_tmodule_customer()
+RETURNS TRIGGER AS $$
+DECLARE
+    matched_hub_id INTEGER;
+BEGIN
+    -- Hvis hub_customer_id allerede er sat, skip
+    IF NEW.hub_customer_id IS NOT NULL THEN
+        RETURN NEW;
+    END IF;
+    
+    -- Først: prøv at matche på economic_customer_number (mest præcis)
+    IF NEW.economic_customer_number IS NOT NULL THEN
+        SELECT id INTO matched_hub_id
+        FROM customers
+        WHERE economic_customer_number = NEW.economic_customer_number
+        LIMIT 1;
+        
+        IF matched_hub_id IS NOT NULL THEN
+            NEW.hub_customer_id := matched_hub_id;
+            RAISE NOTICE 'Auto-linked tmodule_customer % to hub customer % via economic number %', 
+                NEW.name, matched_hub_id, NEW.economic_customer_number;
+            RETURN NEW;
+        END IF;
+    END IF;
+    
+    -- Fallback: prøv navn match
+    SELECT id INTO matched_hub_id
+    FROM customers
+    WHERE LOWER(TRIM(name)) = LOWER(TRIM(NEW.name))
+    LIMIT 1;
+    
+    IF matched_hub_id IS NOT NULL THEN
+        NEW.hub_customer_id := matched_hub_id;
+        RAISE NOTICE 'Auto-linked tmodule_customer % to hub customer % via name match', 
+            NEW.name, matched_hub_id;
+    END IF;
+    
+    RETURN NEW;
+END;
+$$ LANGUAGE plpgsql;
+
+CREATE TRIGGER auto_link_tmodule_customer
+    BEFORE INSERT OR UPDATE ON tmodule_customers
+    FOR EACH ROW
+    EXECUTE FUNCTION auto_link_tmodule_customer();
+
+-- Kør linking for eksisterende kunder (re-link alle)
+DO $$
+DECLARE
+    link_result RECORD;
+    total_linked INTEGER := 0;
+BEGIN
+    RAISE NOTICE 'Starting customer linking...';
+    
+    FOR link_result IN SELECT * FROM link_tmodule_customers_to_hub() LOOP
+        RAISE NOTICE 'Linked: % (tmodule_id=%) -> % (hub_id=%) via %',
+            link_result.tmodule_name,
+            link_result.tmodule_id,
+            link_result.hub_name,
+            link_result.hub_id,
+            link_result.action;
+        total_linked := total_linked + 1;
+    END LOOP;
+    
+    RAISE NOTICE 'Customer linking complete. Total linked: %', total_linked;
+END $$;