feat: Implement data consistency checking system for customer data across BMC Hub, vTiger, and e-conomic
- Added CustomerConsistencyService to compare and sync customer data. - Introduced new API endpoints for data consistency checks and field synchronization. - Enhanced customer detail page with alert for discrepancies and modal for manual syncing. - Updated vTiger and e-conomic services to support fetching and updating customer data. - Added configuration options for enabling/disabling sync operations and automatic checks. - Implemented data normalization and error handling for robust comparisons. - Documented the new system and its features in DATA_CONSISTENCY_SYSTEM.md.
This commit is contained in:
Christian
parent
c855f5d027
commit
cbcd0fe4e7
@ -1238,9 +1238,16 @@ async function editInvoiceFull(invoiceId) {
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const pdfTextView = document.getElementById('pdfTextView');
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const pdfTextView = document.getElementById('pdfTextView');
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const pdfViewer = document.getElementById('manualEntryPdfViewer');
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const pdfViewer = document.getElementById('manualEntryPdfViewer');
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if (invoice.notes && (invoice.notes.includes('file_id') || invoice.notes.includes('fil ID'))) {
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if (invoice.notes) {
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// Try multiple patterns: "file_id: 4" or "fil ID 13" or "file ID 13"
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// Try multiple patterns: "file_id: 4" or "fil ID 13" or "file ID 13"
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const match = invoice.notes.match(/file[_\s]id[:\s]+(\d+)/i);
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let match = invoice.notes.match(/file_id:\s*(\d+)/i);
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if (!match) {
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match = invoice.notes.match(/fil\s+ID\s+(\d+)/i);
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}
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if (!match) {
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match = invoice.notes.match(/file\s+ID\s+(\d+)/i);
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}
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if (match) {
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if (match) {
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const fileId = match[1];
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const fileId = match[1];
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console.log('📄 Found file_id:', fileId);
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console.log('📄 Found file_id:', fileId);
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@ -76,6 +76,11 @@ class Settings(BaseSettings):
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VTIGER_USERNAME: str = ""
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VTIGER_USERNAME: str = ""
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VTIGER_API_KEY: str = ""
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VTIGER_API_KEY: str = ""
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# Data Consistency Settings
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VTIGER_SYNC_ENABLED: bool = True
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ECONOMIC_SYNC_ENABLED: bool = True
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AUTO_CHECK_CONSISTENCY: bool = True
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# Time Tracking Module Settings
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# Time Tracking Module Settings
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TIMETRACKING_DEFAULT_HOURLY_RATE: float = 1200.00
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TIMETRACKING_DEFAULT_HOURLY_RATE: float = 1200.00
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TIMETRACKING_AUTO_ROUND: bool = True
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TIMETRACKING_AUTO_ROUND: bool = True
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@ -12,6 +12,7 @@ import logging
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from app.core.database import execute_query, execute_query_single
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from app.core.database import execute_query, execute_query_single
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from app.services.cvr_service import get_cvr_service
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from app.services.cvr_service import get_cvr_service
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from app.services.customer_activity_logger import CustomerActivityLogger
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from app.services.customer_activity_logger import CustomerActivityLogger
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from app.services.customer_consistency import CustomerConsistencyService
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logger = logging.getLogger(__name__)
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logger = logging.getLogger(__name__)
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@ -474,6 +475,101 @@ async def update_customer(customer_id: int, update: CustomerUpdate):
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raise HTTPException(status_code=500, detail=str(e))
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raise HTTPException(status_code=500, detail=str(e))
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@router.get("/customers/{customer_id}/data-consistency")
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async def check_customer_data_consistency(customer_id: int):
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"""
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🔍 Check data consistency across Hub, vTiger, and e-conomic
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Returns discrepancies found between the three systems
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"""
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try:
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from app.core.config import settings
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if not settings.AUTO_CHECK_CONSISTENCY:
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return {
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"enabled": False,
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"message": "Data consistency checking is disabled"
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}
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consistency_service = CustomerConsistencyService()
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# Fetch data from all systems
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all_data = await consistency_service.fetch_all_data(customer_id)
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# Compare data
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discrepancies = consistency_service.compare_data(all_data)
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# Count actual discrepancies
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discrepancy_count = sum(
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1 for field_data in discrepancies.values()
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if field_data['discrepancy']
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)
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return {
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"enabled": True,
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"customer_id": customer_id,
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"discrepancy_count": discrepancy_count,
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"discrepancies": discrepancies,
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"systems_available": {
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"hub": True,
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"vtiger": all_data.get('vtiger') is not None,
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"economic": all_data.get('economic') is not None
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}
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}
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except Exception as e:
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logger.error(f"❌ Failed to check consistency for customer {customer_id}: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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@router.post("/customers/{customer_id}/sync-field")
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async def sync_customer_field(
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customer_id: int,
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field_name: str = Query(..., description="Hub field name to sync"),
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source_system: str = Query(..., description="Source system: hub, vtiger, or economic"),
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source_value: str = Query(..., description="The correct value to sync")
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):
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"""
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🔄 Sync a single field across all systems
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Takes the correct value from one system and updates the others
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"""
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try:
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from app.core.config import settings
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# Validate source system
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if source_system not in ['hub', 'vtiger', 'economic']:
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raise HTTPException(
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status_code=400,
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detail=f"Invalid source_system: {source_system}. Must be hub, vtiger, or economic"
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)
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consistency_service = CustomerConsistencyService()
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# Perform sync
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results = await consistency_service.sync_field(
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customer_id=customer_id,
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field_name=field_name,
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source_system=source_system,
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source_value=source_value
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)
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return {
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"success": True,
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"customer_id": customer_id,
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"field_name": field_name,
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"source_system": source_system,
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"source_value": source_value,
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"sync_results": results
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}
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except ValueError as e:
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raise HTTPException(status_code=400, detail=str(e))
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except Exception as e:
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logger.error(f"❌ Failed to sync field {field_name} for customer {customer_id}: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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@router.post("/customers/sync-economic-from-simplycrm")
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@router.post("/customers/sync-economic-from-simplycrm")
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async def sync_economic_numbers_from_simplycrm():
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async def sync_economic_numbers_from_simplycrm():
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"""
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"""
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@ -163,6 +163,56 @@
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border-radius: 50%;
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border-radius: 50%;
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border: 3px solid var(--bg-body);
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border: 3px solid var(--bg-body);
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}
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}
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/* Enhanced Edit Button */
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.btn-edit-customer {
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background: linear-gradient(135deg, #0f4c75 0%, #1a5f8e 100%);
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color: white;
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border: none;
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padding: 0.75rem 1.75rem;
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border-radius: 10px;
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font-weight: 600;
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letter-spacing: 0.3px;
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box-shadow: 0 4px 15px rgba(15, 76, 117, 0.3);
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transition: all 0.3s cubic-bezier(0.4, 0, 0.2, 1);
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position: relative;
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overflow: hidden;
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}
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.btn-edit-customer::before {
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content: '';
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position: absolute;
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top: 0;
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left: -100%;
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width: 100%;
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height: 100%;
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background: linear-gradient(90deg, transparent, rgba(255,255,255,0.2), transparent);
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transition: left 0.5s;
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}
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.btn-edit-customer:hover {
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background: linear-gradient(135deg, #1a5f8e 0%, #0f4c75 100%);
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transform: translateY(-2px);
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box-shadow: 0 6px 20px rgba(15, 76, 117, 0.4);
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color: white;
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}
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.btn-edit-customer:hover::before {
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left: 100%;
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}
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.btn-edit-customer:active {
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transform: translateY(0);
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box-shadow: 0 2px 8px rgba(15, 76, 117, 0.3);
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}
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.btn-edit-customer i {
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transition: transform 0.3s;
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}
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.btn-edit-customer:hover i {
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transform: rotate(-15deg) scale(1.1);
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}
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</style>
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</style>
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{% endblock %}
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{% endblock %}
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@ -183,8 +233,8 @@
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</div>
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</div>
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</div>
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</div>
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<div class="d-flex gap-2">
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<div class="d-flex gap-2">
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<button class="btn btn-light btn-sm" onclick="editCustomer()">
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<button class="btn btn-edit-customer" onclick="editCustomer()">
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<i class="bi bi-pencil me-2"></i>Rediger
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<i class="bi bi-pencil-square me-2"></i>Rediger Kunde
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</button>
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</button>
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<button class="btn btn-light btn-sm" onclick="window.location.href='/customers'">
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<button class="btn btn-light btn-sm" onclick="window.location.href='/customers'">
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<i class="bi bi-arrow-left me-2"></i>Tilbage
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<i class="bi bi-arrow-left me-2"></i>Tilbage
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@ -193,6 +243,23 @@
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</div>
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</div>
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</div>
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</div>
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<!-- Data Consistency Alert -->
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<div id="consistencyAlert" class="alert alert-warning alert-dismissible fade show d-none mt-4" role="alert">
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<div class="d-flex align-items-center">
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<i class="bi bi-exclamation-triangle-fill fs-4 me-3"></i>
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<div class="flex-grow-1">
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<strong>Data Uoverensstemmelser Fundet!</strong>
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<p class="mb-0">
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Der er <span id="discrepancyCount" class="fw-bold">0</span> felter med forskellige værdier mellem BMC Hub, vTiger og e-conomic.
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</p>
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</div>
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<button type="button" class="btn btn-warning ms-3" onclick="showConsistencyModal()">
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<i class="bi bi-search me-2"></i>Sammenlign
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</button>
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</div>
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<button type="button" class="btn-close" data-bs-dismiss="alert" aria-label="Close"></button>
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</div>
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<!-- Content Layout with Sidebar Navigation -->
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<!-- Content Layout with Sidebar Navigation -->
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<div class="row">
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<div class="row">
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<div class="col-lg-3 col-md-4">
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<div class="col-lg-3 col-md-4">
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</div>
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</div>
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</div>
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</div>
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<!-- Edit Customer Modal -->
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<div class="modal fade" id="editCustomerModal" tabindex="-1">
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<div class="modal-dialog modal-lg">
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<div class="modal-content">
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<div class="modal-header bg-primary text-white">
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<h5 class="modal-title">
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<i class="bi bi-pencil-square me-2"></i>Rediger Kunde
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</h5>
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<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
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</div>
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<div class="modal-body">
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<form id="editCustomerForm">
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<div class="row g-3">
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<!-- Basic Info -->
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<div class="col-12">
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<h6 class="text-muted text-uppercase small fw-bold mb-3">
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<i class="bi bi-building me-2"></i>Grundlæggende Oplysninger
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</h6>
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</div>
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<div class="col-md-6">
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<label for="editName" class="form-label">Virksomhedsnavn *</label>
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<input type="text" class="form-control" id="editName" required>
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</div>
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<div class="col-md-6">
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<label for="editCvrNumber" class="form-label">CVR-nummer</label>
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<input type="text" class="form-control" id="editCvrNumber" maxlength="20">
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</div>
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<div class="col-md-6">
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<label for="editEmail" class="form-label">Email</label>
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<input type="email" class="form-control" id="editEmail">
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</div>
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<div class="col-md-6">
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<label for="editInvoiceEmail" class="form-label">Faktura Email</label>
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<input type="email" class="form-control" id="editInvoiceEmail">
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</div>
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<div class="col-md-6">
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<label for="editPhone" class="form-label">Telefon</label>
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<input type="tel" class="form-control" id="editPhone">
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</div>
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<div class="col-md-6">
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<label for="editMobilePhone" class="form-label">Mobil</label>
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<input type="tel" class="form-control" id="editMobilePhone">
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</div>
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<div class="col-md-6">
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<label for="editWebsite" class="form-label">Hjemmeside</label>
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<input type="url" class="form-control" id="editWebsite" placeholder="https://">
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</div>
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<div class="col-md-6">
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<label for="editCountry" class="form-label">Land</label>
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<select class="form-select" id="editCountry">
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<option value="DK">Danmark</option>
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<option value="NO">Norge</option>
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<option value="SE">Sverige</option>
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<option value="DE">Tyskland</option>
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<option value="GB">Storbritannien</option>
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</select>
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</div>
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<!-- Address -->
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<div class="col-12 mt-4">
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<h6 class="text-muted text-uppercase small fw-bold mb-3">
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<i class="bi bi-geo-alt me-2"></i>Adresse
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</h6>
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</div>
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<div class="col-12">
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<label for="editAddress" class="form-label">Adresse</label>
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<input type="text" class="form-control" id="editAddress">
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</div>
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<div class="col-md-4">
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<label for="editPostalCode" class="form-label">Postnummer</label>
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<input type="text" class="form-control" id="editPostalCode" maxlength="10">
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</div>
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<div class="col-md-8">
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<label for="editCity" class="form-label">By</label>
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<input type="text" class="form-control" id="editCity">
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</div>
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<!-- Status -->
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<div class="col-12 mt-4">
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<div class="form-check form-switch">
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<input class="form-check-input" type="checkbox" id="editIsActive" checked>
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<label class="form-check-label" for="editIsActive">
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<strong>Aktiv kunde</strong>
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<div class="small text-muted">Deaktiver for at skjule kunden fra lister</div>
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</label>
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</div>
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</div>
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</div>
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</form>
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</div>
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<div class="modal-footer">
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<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">
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<i class="bi bi-x-lg me-2"></i>Annuller
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</button>
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<button type="button" class="btn btn-primary" onclick="saveCustomerEdit()">
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<i class="bi bi-check-lg me-2"></i>Gem Ændringer
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</button>
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</div>
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</div>
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</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
<!-- Subscription Modal -->
|
<!-- Subscription Modal -->
|
||||||
<div class="modal fade" id="subscriptionModal" tabindex="-1">
|
<div class="modal fade" id="subscriptionModal" tabindex="-1">
|
||||||
<div class="modal-dialog">
|
<div class="modal-dialog">
|
||||||
@ -537,6 +717,9 @@ async function loadCustomer() {
|
|||||||
|
|
||||||
customerData = await response.json();
|
customerData = await response.json();
|
||||||
displayCustomer(customerData);
|
displayCustomer(customerData);
|
||||||
|
|
||||||
|
// Check data consistency
|
||||||
|
await checkDataConsistency();
|
||||||
} catch (error) {
|
} catch (error) {
|
||||||
console.error('Failed to load customer:', error);
|
console.error('Failed to load customer:', error);
|
||||||
alert('Kunne ikke indlæse kunde');
|
alert('Kunne ikke indlæse kunde');
|
||||||
@ -1274,8 +1457,270 @@ function toggleLineItems(itemId) {
|
|||||||
}
|
}
|
||||||
|
|
||||||
function editCustomer() {
|
function editCustomer() {
|
||||||
// TODO: Open edit modal with pre-filled data
|
if (!customerData) {
|
||||||
console.log('Edit customer:', customerId);
|
alert('Kunde data ikke indlæst endnu');
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Pre-fill form with current data
|
||||||
|
document.getElementById('editName').value = customerData.name || '';
|
||||||
|
document.getElementById('editCvrNumber').value = customerData.cvr_number || '';
|
||||||
|
document.getElementById('editEmail').value = customerData.email || '';
|
||||||
|
document.getElementById('editInvoiceEmail').value = customerData.invoice_email || '';
|
||||||
|
document.getElementById('editPhone').value = customerData.phone || '';
|
||||||
|
document.getElementById('editMobilePhone').value = customerData.mobile_phone || '';
|
||||||
|
document.getElementById('editWebsite').value = customerData.website || '';
|
||||||
|
document.getElementById('editCountry').value = customerData.country || 'DK';
|
||||||
|
document.getElementById('editAddress').value = customerData.address || '';
|
||||||
|
document.getElementById('editPostalCode').value = customerData.postal_code || '';
|
||||||
|
document.getElementById('editCity').value = customerData.city || '';
|
||||||
|
document.getElementById('editIsActive').checked = customerData.is_active !== false;
|
||||||
|
|
||||||
|
// Show modal
|
||||||
|
const modal = new bootstrap.Modal(document.getElementById('editCustomerModal'));
|
||||||
|
modal.show();
|
||||||
|
}
|
||||||
|
|
||||||
|
async function saveCustomerEdit() {
|
||||||
|
const updateData = {
|
||||||
|
name: document.getElementById('editName').value,
|
||||||
|
cvr_number: document.getElementById('editCvrNumber').value || null,
|
||||||
|
email: document.getElementById('editEmail').value || null,
|
||||||
|
invoice_email: document.getElementById('editInvoiceEmail').value || null,
|
||||||
|
phone: document.getElementById('editPhone').value || null,
|
||||||
|
mobile_phone: document.getElementById('editMobilePhone').value || null,
|
||||||
|
website: document.getElementById('editWebsite').value || null,
|
||||||
|
country: document.getElementById('editCountry').value || 'DK',
|
||||||
|
address: document.getElementById('editAddress').value || null,
|
||||||
|
postal_code: document.getElementById('editPostalCode').value || null,
|
||||||
|
city: document.getElementById('editCity').value || null,
|
||||||
|
is_active: document.getElementById('editIsActive').checked
|
||||||
|
};
|
||||||
|
|
||||||
|
// Validate required fields
|
||||||
|
if (!updateData.name || updateData.name.trim() === '') {
|
||||||
|
alert('Virksomhedsnavn er påkrævet');
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
try {
|
||||||
|
const response = await fetch(`/api/v1/customers/${customerId}`, {
|
||||||
|
method: 'PUT',
|
||||||
|
headers: {'Content-Type': 'application/json'},
|
||||||
|
body: JSON.stringify(updateData)
|
||||||
|
});
|
||||||
|
|
||||||
|
if (!response.ok) {
|
||||||
|
const error = await response.json();
|
||||||
|
throw new Error(error.detail || 'Kunne ikke opdatere kunde');
|
||||||
|
}
|
||||||
|
|
||||||
|
const updatedCustomer = await response.json();
|
||||||
|
|
||||||
|
// Close modal
|
||||||
|
bootstrap.Modal.getInstance(document.getElementById('editCustomerModal')).hide();
|
||||||
|
|
||||||
|
// Reload customer data
|
||||||
|
await loadCustomer();
|
||||||
|
|
||||||
|
// Show success message
|
||||||
|
alert('✓ Kunde opdateret succesfuldt!');
|
||||||
|
|
||||||
|
} catch (error) {
|
||||||
|
console.error('Error updating customer:', error);
|
||||||
|
alert('Fejl ved opdatering: ' + error.message);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// Data Consistency Functions
|
||||||
|
let consistencyData = null;
|
||||||
|
|
||||||
|
async function checkDataConsistency() {
|
||||||
|
try {
|
||||||
|
const response = await fetch(`/api/v1/customers/${customerId}/data-consistency`);
|
||||||
|
const data = await response.json();
|
||||||
|
|
||||||
|
if (!data.enabled) {
|
||||||
|
console.log('Data consistency checking is disabled');
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
consistencyData = data;
|
||||||
|
|
||||||
|
// Show alert if there are discrepancies
|
||||||
|
if (data.discrepancy_count > 0) {
|
||||||
|
document.getElementById('discrepancyCount').textContent = data.discrepancy_count;
|
||||||
|
document.getElementById('consistencyAlert').classList.remove('d-none');
|
||||||
|
} else {
|
||||||
|
document.getElementById('consistencyAlert').classList.add('d-none');
|
||||||
|
}
|
||||||
|
|
||||||
|
} catch (error) {
|
||||||
|
console.error('Error checking data consistency:', error);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
function showConsistencyModal() {
|
||||||
|
if (!consistencyData) {
|
||||||
|
alert('Ingen data tilgængelig');
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
const tbody = document.getElementById('consistencyTableBody');
|
||||||
|
tbody.innerHTML = '';
|
||||||
|
|
||||||
|
// Field labels in Danish
|
||||||
|
const fieldLabels = {
|
||||||
|
'name': 'Navn',
|
||||||
|
'cvr_number': 'CVR Nummer',
|
||||||
|
'address': 'Adresse',
|
||||||
|
'city': 'By',
|
||||||
|
'postal_code': 'Postnummer',
|
||||||
|
'country': 'Land',
|
||||||
|
'phone': 'Telefon',
|
||||||
|
'mobile_phone': 'Mobil',
|
||||||
|
'email': 'Email',
|
||||||
|
'website': 'Hjemmeside',
|
||||||
|
'invoice_email': 'Faktura Email'
|
||||||
|
};
|
||||||
|
|
||||||
|
// Only show fields with discrepancies
|
||||||
|
for (const [fieldName, fieldData] of Object.entries(consistencyData.discrepancies)) {
|
||||||
|
if (!fieldData.discrepancy) continue;
|
||||||
|
|
||||||
|
const row = document.createElement('tr');
|
||||||
|
row.className = 'table-warning';
|
||||||
|
|
||||||
|
// Field name
|
||||||
|
const fieldCell = document.createElement('td');
|
||||||
|
fieldCell.innerHTML = `<strong>${fieldLabels[fieldName] || fieldName}</strong>`;
|
||||||
|
row.appendChild(fieldCell);
|
||||||
|
|
||||||
|
// Hub value
|
||||||
|
const hubCell = document.createElement('td');
|
||||||
|
hubCell.innerHTML = `
|
||||||
|
<div class="form-check">
|
||||||
|
<input class="form-check-input" type="radio" name="field_${fieldName}"
|
||||||
|
id="hub_${fieldName}" value="hub" data-value="${fieldData.hub || ''}">
|
||||||
|
<label class="form-check-label" for="hub_${fieldName}">
|
||||||
|
${fieldData.hub || '<em class="text-muted">Tom</em>'}
|
||||||
|
</label>
|
||||||
|
</div>
|
||||||
|
`;
|
||||||
|
row.appendChild(hubCell);
|
||||||
|
|
||||||
|
// vTiger value
|
||||||
|
const vtigerCell = document.createElement('td');
|
||||||
|
if (consistencyData.systems_available.vtiger) {
|
||||||
|
vtigerCell.innerHTML = `
|
||||||
|
<div class="form-check">
|
||||||
|
<input class="form-check-input" type="radio" name="field_${fieldName}"
|
||||||
|
id="vtiger_${fieldName}" value="vtiger" data-value="${fieldData.vtiger || ''}">
|
||||||
|
<label class="form-check-label" for="vtiger_${fieldName}">
|
||||||
|
${fieldData.vtiger || '<em class="text-muted">Tom</em>'}
|
||||||
|
</label>
|
||||||
|
</div>
|
||||||
|
`;
|
||||||
|
} else {
|
||||||
|
vtigerCell.innerHTML = '<em class="text-muted">Ikke tilgængelig</em>';
|
||||||
|
}
|
||||||
|
row.appendChild(vtigerCell);
|
||||||
|
|
||||||
|
// e-conomic value
|
||||||
|
const economicCell = document.createElement('td');
|
||||||
|
if (consistencyData.systems_available.economic) {
|
||||||
|
economicCell.innerHTML = `
|
||||||
|
<div class="form-check">
|
||||||
|
<input class="form-check-input" type="radio" name="field_${fieldName}"
|
||||||
|
id="economic_${fieldName}" value="economic" data-value="${fieldData.economic || ''}">
|
||||||
|
<label class="form-check-label" for="economic_${fieldName}">
|
||||||
|
${fieldData.economic || '<em class="text-muted">Tom</em>'}
|
||||||
|
</label>
|
||||||
|
</div>
|
||||||
|
`;
|
||||||
|
} else {
|
||||||
|
economicCell.innerHTML = '<em class="text-muted">Ikke tilgængelig</em>';
|
||||||
|
}
|
||||||
|
row.appendChild(economicCell);
|
||||||
|
|
||||||
|
// Action cell (which system to use)
|
||||||
|
const actionCell = document.createElement('td');
|
||||||
|
actionCell.innerHTML = '<span class="text-muted">← Vælg</span>';
|
||||||
|
row.appendChild(actionCell);
|
||||||
|
|
||||||
|
tbody.appendChild(row);
|
||||||
|
}
|
||||||
|
|
||||||
|
const modal = new bootstrap.Modal(document.getElementById('consistencyModal'));
|
||||||
|
modal.show();
|
||||||
|
}
|
||||||
|
|
||||||
|
async function syncSelectedFields() {
|
||||||
|
const selections = [];
|
||||||
|
|
||||||
|
// Gather all selected values
|
||||||
|
const radioButtons = document.querySelectorAll('#consistencyTableBody input[type="radio"]:checked');
|
||||||
|
|
||||||
|
if (radioButtons.length === 0) {
|
||||||
|
alert('Vælg venligst mindst ét felt at synkronisere');
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
radioButtons.forEach(radio => {
|
||||||
|
const fieldName = radio.name.replace('field_', '');
|
||||||
|
const sourceSystem = radio.value;
|
||||||
|
const sourceValue = radio.dataset.value;
|
||||||
|
|
||||||
|
selections.push({
|
||||||
|
field_name: fieldName,
|
||||||
|
source_system: sourceSystem,
|
||||||
|
source_value: sourceValue
|
||||||
|
});
|
||||||
|
});
|
||||||
|
|
||||||
|
// Confirm action
|
||||||
|
if (!confirm(`Du er ved at synkronisere ${selections.length} felt(er) på tværs af alle systemer. Fortsæt?`)) {
|
||||||
|
return;
|
||||||
|
}
|
||||||
|
|
||||||
|
// Sync each field
|
||||||
|
let successCount = 0;
|
||||||
|
let failCount = 0;
|
||||||
|
|
||||||
|
for (const selection of selections) {
|
||||||
|
try {
|
||||||
|
const response = await fetch(
|
||||||
|
`/api/v1/customers/${customerId}/sync-field?` +
|
||||||
|
new URLSearchParams(selection),
|
||||||
|
{ method: 'POST' }
|
||||||
|
);
|
||||||
|
|
||||||
|
if (response.ok) {
|
||||||
|
successCount++;
|
||||||
|
} else {
|
||||||
|
failCount++;
|
||||||
|
console.error(`Failed to sync ${selection.field_name}`);
|
||||||
|
}
|
||||||
|
} catch (error) {
|
||||||
|
failCount++;
|
||||||
|
console.error(`Error syncing ${selection.field_name}:`, error);
|
||||||
|
}
|
||||||
|
}
|
||||||
|
|
||||||
|
// Close modal
|
||||||
|
const modal = bootstrap.Modal.getInstance(document.getElementById('consistencyModal'));
|
||||||
|
modal.hide();
|
||||||
|
|
||||||
|
// Show result
|
||||||
|
if (failCount === 0) {
|
||||||
|
alert(`✓ ${successCount} felt(er) synkroniseret succesfuldt!`);
|
||||||
|
} else {
|
||||||
|
alert(`⚠️ ${successCount} felt(er) synkroniseret, ${failCount} fejlede`);
|
||||||
|
}
|
||||||
|
|
||||||
|
// Reload customer data and recheck consistency
|
||||||
|
await loadCustomer();
|
||||||
|
await checkDataConsistency();
|
||||||
}
|
}
|
||||||
|
|
||||||
function showAddContactModal() {
|
function showAddContactModal() {
|
||||||
@ -1538,4 +1983,51 @@ function editInternalComment() {
|
|||||||
displayDiv.style.display = 'none';
|
displayDiv.style.display = 'none';
|
||||||
}
|
}
|
||||||
</script>
|
</script>
|
||||||
|
|
||||||
|
<!-- Data Consistency Comparison Modal -->
|
||||||
|
<div class="modal fade" id="consistencyModal" tabindex="-1" aria-labelledby="consistencyModalLabel" aria-hidden="true">
|
||||||
|
<div class="modal-dialog modal-xl">
|
||||||
|
<div class="modal-content">
|
||||||
|
<div class="modal-header">
|
||||||
|
<h5 class="modal-title" id="consistencyModalLabel">
|
||||||
|
<i class="bi bi-diagram-3 me-2"></i>Sammenlign Kundedata
|
||||||
|
</h5>
|
||||||
|
<button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
|
||||||
|
</div>
|
||||||
|
<div class="modal-body">
|
||||||
|
<div class="alert alert-info">
|
||||||
|
<i class="bi bi-info-circle me-2"></i>
|
||||||
|
<strong>Vejledning:</strong> Vælg den korrekte værdi for hvert felt med uoverensstemmelser.
|
||||||
|
Når du klikker "Synkroniser Valgte", vil de valgte værdier blive opdateret i alle systemer.
|
||||||
|
</div>
|
||||||
|
|
||||||
|
<div class="table-responsive">
|
||||||
|
<table class="table table-hover">
|
||||||
|
<thead>
|
||||||
|
<tr>
|
||||||
|
<th style="width: 20%;">Felt</th>
|
||||||
|
<th style="width: 20%;">BMC Hub</th>
|
||||||
|
<th style="width: 20%;">vTiger</th>
|
||||||
|
<th style="width: 20%;">e-conomic</th>
|
||||||
|
<th style="width: 20%;">Vælg Korrekt</th>
|
||||||
|
</tr>
|
||||||
|
</thead>
|
||||||
|
<tbody id="consistencyTableBody">
|
||||||
|
<!-- Populated by JavaScript -->
|
||||||
|
</tbody>
|
||||||
|
</table>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
<div class="modal-footer">
|
||||||
|
<button type="button" class="btn btn-secondary" data-bs-dismiss="modal">
|
||||||
|
<i class="bi bi-x-circle me-2"></i>Luk
|
||||||
|
</button>
|
||||||
|
<button type="button" class="btn btn-primary" onclick="syncSelectedFields()">
|
||||||
|
<i class="bi bi-arrow-repeat me-2"></i>Synkroniser Valgte
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
</div>
|
||||||
|
|
||||||
{% endblock %}
|
{% endblock %}
|
||||||
|
|||||||
@ -20,6 +20,22 @@ class CustomerCreate(CustomerBase):
|
|||||||
pass
|
pass
|
||||||
|
|
||||||
|
|
||||||
|
class CustomerUpdate(BaseModel):
|
||||||
|
"""Schema for updating a customer"""
|
||||||
|
name: Optional[str] = None
|
||||||
|
email: Optional[str] = None
|
||||||
|
phone: Optional[str] = None
|
||||||
|
address: Optional[str] = None
|
||||||
|
cvr_number: Optional[str] = None
|
||||||
|
city: Optional[str] = None
|
||||||
|
postal_code: Optional[str] = None
|
||||||
|
country: Optional[str] = None
|
||||||
|
website: Optional[str] = None
|
||||||
|
mobile_phone: Optional[str] = None
|
||||||
|
invoice_email: Optional[str] = None
|
||||||
|
is_active: Optional[bool] = None
|
||||||
|
|
||||||
|
|
||||||
class Customer(CustomerBase):
|
class Customer(CustomerBase):
|
||||||
"""Full customer schema"""
|
"""Full customer schema"""
|
||||||
id: int
|
id: int
|
||||||
|
|||||||
250
app/services/customer_consistency.py
Normal file
250
app/services/customer_consistency.py
Normal file
@ -0,0 +1,250 @@
|
|||||||
|
"""
|
||||||
|
Customer Data Consistency Service
|
||||||
|
Compares customer data across BMC Hub, vTiger Cloud, and e-conomic
|
||||||
|
"""
|
||||||
|
import logging
|
||||||
|
import asyncio
|
||||||
|
from typing import Dict, List, Optional, Tuple, Any
|
||||||
|
from app.core.database import execute_query_single
|
||||||
|
from app.services.vtiger_service import VTigerService
|
||||||
|
from app.services.economic_service import EconomicService
|
||||||
|
from app.core.config import settings
|
||||||
|
|
||||||
|
logger = logging.getLogger(__name__)
|
||||||
|
|
||||||
|
|
||||||
|
class CustomerConsistencyService:
|
||||||
|
"""Service for checking and syncing customer data across systems"""
|
||||||
|
|
||||||
|
# Field mapping: hub_field -> (vtiger_field, economic_field)
|
||||||
|
FIELD_MAP = {
|
||||||
|
'name': ('accountname', 'name'),
|
||||||
|
'cvr_number': ('cf_856', 'corporateIdentificationNumber'),
|
||||||
|
'address': ('bill_street', 'address'),
|
||||||
|
'city': ('bill_city', 'city'),
|
||||||
|
'postal_code': ('bill_code', 'zip'),
|
||||||
|
'country': ('bill_country', 'country'),
|
||||||
|
'phone': ('phone', 'telephoneAndFaxNumber'),
|
||||||
|
'mobile_phone': ('mobile', 'mobilePhone'),
|
||||||
|
'email': ('email1', 'email'),
|
||||||
|
'website': ('website', 'website'),
|
||||||
|
'invoice_email': ('email2', 'email'),
|
||||||
|
}
|
||||||
|
|
||||||
|
def __init__(self):
|
||||||
|
self.vtiger = VTigerService()
|
||||||
|
self.economic = EconomicService()
|
||||||
|
|
||||||
|
@staticmethod
|
||||||
|
def normalize_value(value: Any) -> Optional[str]:
|
||||||
|
"""
|
||||||
|
Normalize value for comparison
|
||||||
|
- Convert to string
|
||||||
|
- Strip whitespace
|
||||||
|
- Lowercase
|
||||||
|
- Convert empty strings to None
|
||||||
|
"""
|
||||||
|
if value is None:
|
||||||
|
return None
|
||||||
|
|
||||||
|
# Convert to string
|
||||||
|
str_value = str(value).strip()
|
||||||
|
|
||||||
|
# Empty string to None
|
||||||
|
if not str_value:
|
||||||
|
return None
|
||||||
|
|
||||||
|
# Lowercase for case-insensitive comparison
|
||||||
|
return str_value.lower()
|
||||||
|
|
||||||
|
async def fetch_all_data(self, customer_id: int) -> Dict[str, Optional[Dict[str, Any]]]:
|
||||||
|
"""
|
||||||
|
Fetch customer data from all three systems in parallel
|
||||||
|
|
||||||
|
Args:
|
||||||
|
customer_id: Hub customer ID
|
||||||
|
|
||||||
|
Returns:
|
||||||
|
Dict with keys 'hub', 'vtiger', 'economic' containing raw data (or None)
|
||||||
|
"""
|
||||||
|
logger.info(f"🔍 Fetching customer data from all systems for customer {customer_id}")
|
||||||
|
|
||||||
|
# Fetch Hub data first to get mapping IDs
|
||||||
|
hub_query = """
|
||||||
|
SELECT * FROM customers WHERE id = %s
|
||||||
|
"""
|
||||||
|
hub_data = await asyncio.to_thread(execute_query_single, hub_query, (customer_id,))
|
||||||
|
|
||||||
|
if not hub_data:
|
||||||
|
raise ValueError(f"Customer {customer_id} not found in Hub")
|
||||||
|
|
||||||
|
# Prepare async tasks for vTiger and e-conomic
|
||||||
|
vtiger_task = None
|
||||||
|
economic_task = None
|
||||||
|
|
||||||
|
# Fetch vTiger data if we have an ID
|
||||||
|
if hub_data.get('vtiger_id') and settings.VTIGER_ENABLED:
|
||||||
|
vtiger_task = self.vtiger.get_account_by_id(hub_data['vtiger_id'])
|
||||||
|
|
||||||
|
# Fetch e-conomic data if we have a customer number
|
||||||
|
if hub_data.get('economic_customer_number') and settings.ECONOMIC_ENABLED:
|
||||||
|
economic_task = self.economic.get_customer(hub_data['economic_customer_number'])
|
||||||
|
|
||||||
|
# Parallel fetch with error handling
|
||||||
|
tasks = {}
|
||||||
|
if vtiger_task:
|
||||||
|
tasks['vtiger'] = vtiger_task
|
||||||
|
if economic_task:
|
||||||
|
tasks['economic'] = economic_task
|
||||||
|
|
||||||
|
results = {}
|
||||||
|
if tasks:
|
||||||
|
task_results = await asyncio.gather(
|
||||||
|
*tasks.values(),
|
||||||
|
return_exceptions=True
|
||||||
|
)
|
||||||
|
|
||||||
|
# Map results back
|
||||||
|
for key, result in zip(tasks.keys(), task_results):
|
||||||
|
if isinstance(result, Exception):
|
||||||
|
logger.error(f"❌ Error fetching {key} data: {result}")
|
||||||
|
results[key] = None
|
||||||
|
else:
|
||||||
|
results[key] = result
|
||||||
|
|
||||||
|
return {
|
||||||
|
'hub': hub_data,
|
||||||
|
'vtiger': results.get('vtiger'),
|
||||||
|
'economic': results.get('economic')
|
||||||
|
}
|
||||||
|
|
||||||
|
@classmethod
|
||||||
|
def compare_data(cls, all_data: Dict[str, Optional[Dict[str, Any]]]) -> Dict[str, Dict[str, Any]]:
|
||||||
|
"""
|
||||||
|
Compare data across systems and identify discrepancies
|
||||||
|
|
||||||
|
Args:
|
||||||
|
all_data: Dict with 'hub', 'vtiger', 'economic' data (values may be None)
|
||||||
|
|
||||||
|
Returns:
|
||||||
|
Dict of discrepancies: {
|
||||||
|
field_name: {
|
||||||
|
'hub': value,
|
||||||
|
'vtiger': value,
|
||||||
|
'economic': value,
|
||||||
|
'discrepancy': True/False
|
||||||
|
}
|
||||||
|
}
|
||||||
|
"""
|
||||||
|
discrepancies = {}
|
||||||
|
hub_data = all_data.get('hub', {})
|
||||||
|
vtiger_data = all_data.get('vtiger', {})
|
||||||
|
economic_data = all_data.get('economic', {})
|
||||||
|
|
||||||
|
for hub_field, (vtiger_field, economic_field) in cls.FIELD_MAP.items():
|
||||||
|
# Get raw values
|
||||||
|
hub_value = hub_data.get(hub_field)
|
||||||
|
vtiger_value = vtiger_data.get(vtiger_field) if vtiger_data else None
|
||||||
|
economic_value = economic_data.get(economic_field) if economic_data else None
|
||||||
|
|
||||||
|
# Normalize for comparison
|
||||||
|
hub_norm = cls.normalize_value(hub_value)
|
||||||
|
vtiger_norm = cls.normalize_value(vtiger_value)
|
||||||
|
economic_norm = cls.normalize_value(economic_value)
|
||||||
|
|
||||||
|
# Check if all values are the same
|
||||||
|
values = [v for v in [hub_norm, vtiger_norm, economic_norm] if v is not None]
|
||||||
|
has_discrepancy = len(set(values)) > 1 if values else False
|
||||||
|
|
||||||
|
discrepancies[hub_field] = {
|
||||||
|
'hub': hub_value,
|
||||||
|
'vtiger': vtiger_value,
|
||||||
|
'economic': economic_value,
|
||||||
|
'discrepancy': has_discrepancy
|
||||||
|
}
|
||||||
|
|
||||||
|
return discrepancies
|
||||||
|
|
||||||
|
async def sync_field(
|
||||||
|
self,
|
||||||
|
customer_id: int,
|
||||||
|
field_name: str,
|
||||||
|
source_system: str,
|
||||||
|
source_value: Any
|
||||||
|
) -> Dict[str, bool]:
|
||||||
|
"""
|
||||||
|
Sync a field value to all enabled systems
|
||||||
|
|
||||||
|
Args:
|
||||||
|
customer_id: Hub customer ID
|
||||||
|
field_name: Hub field name (from FIELD_MAP keys)
|
||||||
|
source_system: 'hub', 'vtiger', or 'economic'
|
||||||
|
source_value: The correct value to sync
|
||||||
|
|
||||||
|
Returns:
|
||||||
|
Dict with sync status: {'hub': True/False, 'vtiger': True/False, 'economic': True/False}
|
||||||
|
"""
|
||||||
|
logger.info(f"🔄 Syncing {field_name} from {source_system} with value: {source_value}")
|
||||||
|
|
||||||
|
if field_name not in self.FIELD_MAP:
|
||||||
|
raise ValueError(f"Unknown field: {field_name}")
|
||||||
|
|
||||||
|
vtiger_field, economic_field = self.FIELD_MAP[field_name]
|
||||||
|
|
||||||
|
# Fetch Hub data to get mapping IDs
|
||||||
|
hub_query = "SELECT * FROM customers WHERE id = %s"
|
||||||
|
hub_data = await asyncio.to_thread(execute_query_single, hub_query, (customer_id,))
|
||||||
|
|
||||||
|
if not hub_data:
|
||||||
|
raise ValueError(f"Customer {customer_id} not found")
|
||||||
|
|
||||||
|
results = {}
|
||||||
|
|
||||||
|
# Update Hub if not the source
|
||||||
|
if source_system != 'hub':
|
||||||
|
try:
|
||||||
|
from app.core.database import execute_update
|
||||||
|
update_query = f"UPDATE customers SET {field_name} = %s WHERE id = %s"
|
||||||
|
await asyncio.to_thread(execute_update, update_query, (source_value, customer_id))
|
||||||
|
results['hub'] = True
|
||||||
|
logger.info(f"✅ Hub {field_name} updated")
|
||||||
|
except Exception as e:
|
||||||
|
logger.error(f"❌ Failed to update Hub: {e}")
|
||||||
|
results['hub'] = False
|
||||||
|
else:
|
||||||
|
results['hub'] = True # Already correct
|
||||||
|
|
||||||
|
# Update vTiger if enabled and not the source
|
||||||
|
if settings.VTIGER_SYNC_ENABLED and source_system != 'vtiger' and hub_data.get('vtiger_id'):
|
||||||
|
try:
|
||||||
|
update_data = {vtiger_field: source_value}
|
||||||
|
await self.vtiger.update_account(hub_data['vtiger_id'], update_data)
|
||||||
|
results['vtiger'] = True
|
||||||
|
logger.info(f"✅ vTiger {vtiger_field} updated")
|
||||||
|
except Exception as e:
|
||||||
|
logger.error(f"❌ Failed to update vTiger: {e}")
|
||||||
|
results['vtiger'] = False
|
||||||
|
else:
|
||||||
|
results['vtiger'] = True # Not applicable or already correct
|
||||||
|
|
||||||
|
# Update e-conomic if enabled and not the source
|
||||||
|
if settings.ECONOMIC_SYNC_ENABLED and source_system != 'economic' and hub_data.get('economic_customer_number'):
|
||||||
|
try:
|
||||||
|
# e-conomic update requires different handling based on field
|
||||||
|
update_data = {economic_field: source_value}
|
||||||
|
|
||||||
|
# Check safety flags
|
||||||
|
if settings.ECONOMIC_READ_ONLY or settings.ECONOMIC_DRY_RUN:
|
||||||
|
logger.warning(f"⚠️ e-conomic update blocked by safety flags (READ_ONLY={settings.ECONOMIC_READ_ONLY}, DRY_RUN={settings.ECONOMIC_DRY_RUN})")
|
||||||
|
results['economic'] = False
|
||||||
|
else:
|
||||||
|
await self.economic.update_customer(hub_data['economic_customer_number'], update_data)
|
||||||
|
results['economic'] = True
|
||||||
|
logger.info(f"✅ e-conomic {economic_field} updated")
|
||||||
|
except Exception as e:
|
||||||
|
logger.error(f"❌ Failed to update e-conomic: {e}")
|
||||||
|
results['economic'] = False
|
||||||
|
else:
|
||||||
|
results['economic'] = True # Not applicable or already correct
|
||||||
|
|
||||||
|
return results
|
||||||
@ -227,6 +227,71 @@ class EconomicService:
|
|||||||
logger.error(f"❌ Error searching customer by name: {e}")
|
logger.error(f"❌ Error searching customer by name: {e}")
|
||||||
return []
|
return []
|
||||||
|
|
||||||
|
async def get_customer(self, customer_number: int) -> Optional[Dict]:
|
||||||
|
"""
|
||||||
|
Get a single customer by customer number
|
||||||
|
|
||||||
|
Args:
|
||||||
|
customer_number: e-conomic customer number
|
||||||
|
|
||||||
|
Returns:
|
||||||
|
Customer record or None
|
||||||
|
"""
|
||||||
|
try:
|
||||||
|
async with aiohttp.ClientSession() as session:
|
||||||
|
async with session.get(
|
||||||
|
f"{self.api_url}/customers/{customer_number}",
|
||||||
|
headers=self._get_headers()
|
||||||
|
) as response:
|
||||||
|
if response.status == 200:
|
||||||
|
customer = await response.json()
|
||||||
|
logger.info(f"✅ Found e-conomic customer {customer_number}")
|
||||||
|
return customer
|
||||||
|
elif response.status == 404:
|
||||||
|
logger.warning(f"⚠️ Customer {customer_number} not found in e-conomic")
|
||||||
|
return None
|
||||||
|
else:
|
||||||
|
error = await response.text()
|
||||||
|
logger.error(f"❌ Failed to get customer {customer_number}: {response.status} - {error}")
|
||||||
|
return None
|
||||||
|
except Exception as e:
|
||||||
|
logger.error(f"❌ Error getting customer {customer_number}: {e}")
|
||||||
|
return None
|
||||||
|
|
||||||
|
async def update_customer(self, customer_number: int, update_data: Dict) -> bool:
|
||||||
|
"""
|
||||||
|
Update a customer in e-conomic
|
||||||
|
|
||||||
|
Args:
|
||||||
|
customer_number: e-conomic customer number
|
||||||
|
update_data: Dictionary of fields to update
|
||||||
|
|
||||||
|
Returns:
|
||||||
|
True if successful, False otherwise
|
||||||
|
"""
|
||||||
|
if settings.ECONOMIC_READ_ONLY or settings.ECONOMIC_DRY_RUN:
|
||||||
|
logger.warning(f"⚠️ e-conomic update blocked by safety flags (READ_ONLY={settings.ECONOMIC_READ_ONLY}, DRY_RUN={settings.ECONOMIC_DRY_RUN})")
|
||||||
|
logger.info(f"Would update customer {customer_number} with: {update_data}")
|
||||||
|
return False
|
||||||
|
|
||||||
|
try:
|
||||||
|
async with aiohttp.ClientSession() as session:
|
||||||
|
async with session.put(
|
||||||
|
f"{self.api_url}/customers/{customer_number}",
|
||||||
|
json=update_data,
|
||||||
|
headers=self._get_headers()
|
||||||
|
) as response:
|
||||||
|
if response.status == 200:
|
||||||
|
logger.info(f"✅ Updated e-conomic customer {customer_number}")
|
||||||
|
return True
|
||||||
|
else:
|
||||||
|
error = await response.text()
|
||||||
|
logger.error(f"❌ Failed to update customer {customer_number}: {response.status} - {error}")
|
||||||
|
return False
|
||||||
|
except Exception as e:
|
||||||
|
logger.error(f"❌ Error updating e-conomic customer {customer_number}: {e}")
|
||||||
|
return False
|
||||||
|
|
||||||
# ========== SUPPLIER/VENDOR MANAGEMENT ==========
|
# ========== SUPPLIER/VENDOR MANAGEMENT ==========
|
||||||
|
|
||||||
async def search_supplier_by_name(self, supplier_name: str) -> Optional[Dict]:
|
async def search_supplier_by_name(self, supplier_name: str) -> Optional[Dict]:
|
||||||
|
|||||||
@ -82,6 +82,87 @@ class VTigerService:
|
|||||||
logger.error(f"❌ vTiger query error: {e}")
|
logger.error(f"❌ vTiger query error: {e}")
|
||||||
return []
|
return []
|
||||||
|
|
||||||
|
async def get_account_by_id(self, account_id: str) -> Optional[Dict]:
|
||||||
|
"""
|
||||||
|
Fetch a single account by ID from vTiger
|
||||||
|
|
||||||
|
Args:
|
||||||
|
account_id: vTiger account ID (e.g., "3x760")
|
||||||
|
|
||||||
|
Returns:
|
||||||
|
Account record or None
|
||||||
|
"""
|
||||||
|
if not account_id:
|
||||||
|
logger.warning("⚠️ No account ID provided")
|
||||||
|
return None
|
||||||
|
|
||||||
|
try:
|
||||||
|
query = f"SELECT * FROM Accounts WHERE id='{account_id}' LIMIT 1;"
|
||||||
|
results = await self.query(query)
|
||||||
|
|
||||||
|
if results and len(results) > 0:
|
||||||
|
logger.info(f"✅ Found account {account_id}")
|
||||||
|
return results[0]
|
||||||
|
else:
|
||||||
|
logger.warning(f"⚠️ No account found with ID {account_id}")
|
||||||
|
return None
|
||||||
|
|
||||||
|
except Exception as e:
|
||||||
|
logger.error(f"❌ Error fetching account {account_id}: {e}")
|
||||||
|
return None
|
||||||
|
|
||||||
|
async def update_account(self, account_id: str, update_data: Dict) -> bool:
|
||||||
|
"""
|
||||||
|
Update an account in vTiger
|
||||||
|
|
||||||
|
Args:
|
||||||
|
account_id: vTiger account ID (e.g., "3x760")
|
||||||
|
update_data: Dictionary of fields to update
|
||||||
|
|
||||||
|
Returns:
|
||||||
|
True if successful, False otherwise
|
||||||
|
"""
|
||||||
|
if not self.rest_endpoint:
|
||||||
|
raise ValueError("VTIGER_URL not configured")
|
||||||
|
|
||||||
|
try:
|
||||||
|
auth = self._get_auth()
|
||||||
|
|
||||||
|
# vTiger requires the ID in the data
|
||||||
|
payload = {
|
||||||
|
'id': account_id,
|
||||||
|
**update_data
|
||||||
|
}
|
||||||
|
|
||||||
|
async with aiohttp.ClientSession() as session:
|
||||||
|
async with session.post(
|
||||||
|
f"{self.rest_endpoint}/update",
|
||||||
|
json=payload,
|
||||||
|
auth=auth
|
||||||
|
) as response:
|
||||||
|
text = await response.text()
|
||||||
|
|
||||||
|
if response.status == 200:
|
||||||
|
import json
|
||||||
|
try:
|
||||||
|
data = json.loads(text)
|
||||||
|
if data.get('success'):
|
||||||
|
logger.info(f"✅ Updated vTiger account {account_id}")
|
||||||
|
return True
|
||||||
|
else:
|
||||||
|
logger.error(f"❌ vTiger update failed: {data.get('error')}")
|
||||||
|
return False
|
||||||
|
except json.JSONDecodeError:
|
||||||
|
logger.error(f"❌ Invalid JSON in update response: {text[:200]}")
|
||||||
|
return False
|
||||||
|
else:
|
||||||
|
logger.error(f"❌ vTiger update HTTP error {response.status}: {text[:500]}")
|
||||||
|
return False
|
||||||
|
|
||||||
|
except Exception as e:
|
||||||
|
logger.error(f"❌ Error updating vTiger account {account_id}: {e}")
|
||||||
|
return False
|
||||||
|
|
||||||
async def get_customer_sales_orders(self, vtiger_account_id: str) -> List[Dict]:
|
async def get_customer_sales_orders(self, vtiger_account_id: str) -> List[Dict]:
|
||||||
"""
|
"""
|
||||||
Fetch sales orders for a customer from vTiger
|
Fetch sales orders for a customer from vTiger
|
||||||
|
|||||||
246
docs/DATA_CONSISTENCY_SYSTEM.md
Normal file
246
docs/DATA_CONSISTENCY_SYSTEM.md
Normal file
@ -0,0 +1,246 @@
|
|||||||
|
# Data Consistency Checking System - Implementation Complete
|
||||||
|
|
||||||
|
## 📅 Implementation Date
|
||||||
|
8. januar 2026
|
||||||
|
|
||||||
|
## 🎯 Overview
|
||||||
|
Implemented a comprehensive data consistency checking system that automatically compares customer data across BMC Hub, vTiger Cloud, and e-conomic when loading a customer detail page. The system detects discrepancies and allows manual selection of the correct value to sync across all systems.
|
||||||
|
|
||||||
|
## ✅ Completed Features
|
||||||
|
|
||||||
|
### 1. Configuration Variables (`app/core/config.py`)
|
||||||
|
Added three new boolean flags to the Settings class:
|
||||||
|
- `VTIGER_SYNC_ENABLED: bool = True` - Enable/disable vTiger sync operations
|
||||||
|
- `ECONOMIC_SYNC_ENABLED: bool = True` - Enable/disable e-conomic sync operations
|
||||||
|
- `AUTO_CHECK_CONSISTENCY: bool = True` - Enable/disable automatic consistency checking
|
||||||
|
|
||||||
|
### 2. CustomerConsistencyService (`app/services/customer_consistency.py`)
|
||||||
|
Created a new service with the following functionality:
|
||||||
|
|
||||||
|
#### Field Mapping
|
||||||
|
Maps 11 customer fields across all three systems:
|
||||||
|
- name → accountname (vTiger) / name (e-conomic)
|
||||||
|
- cvr_number → cf_856 / corporateIdentificationNumber
|
||||||
|
- address → bill_street / address
|
||||||
|
- city → bill_city / city
|
||||||
|
- postal_code → bill_code / zip
|
||||||
|
- country → bill_country / country
|
||||||
|
- phone → phone / telephoneAndFaxNumber
|
||||||
|
- mobile_phone → mobile / mobilePhone
|
||||||
|
- email → email1 / email
|
||||||
|
- website → website / website
|
||||||
|
- invoice_email → email2 / email
|
||||||
|
|
||||||
|
#### Key Methods
|
||||||
|
- **`normalize_value()`**: Normalizes values for comparison (strip, lowercase, None handling)
|
||||||
|
- **`fetch_all_data()`**: Fetches customer data from all three systems in parallel using `asyncio.gather()`
|
||||||
|
- **`compare_data()`**: Compares normalized values and identifies discrepancies
|
||||||
|
- **`sync_field()`**: Updates a field across all enabled systems with the selected correct value
|
||||||
|
|
||||||
|
### 3. Backend API Endpoints (`app/customers/backend/router.py`)
|
||||||
|
Added two new endpoints:
|
||||||
|
|
||||||
|
#### GET `/api/v1/customers/{customer_id}/data-consistency`
|
||||||
|
- Checks if consistency checking is enabled
|
||||||
|
- Fetches data from all systems in parallel
|
||||||
|
- Compares all fields and counts discrepancies
|
||||||
|
- Returns:
|
||||||
|
```json
|
||||||
|
{
|
||||||
|
"enabled": true,
|
||||||
|
"customer_id": 123,
|
||||||
|
"discrepancy_count": 3,
|
||||||
|
"discrepancies": {
|
||||||
|
"address": {
|
||||||
|
"hub": "Hovedgaden 1",
|
||||||
|
"vtiger": "Hovedgade 1",
|
||||||
|
"economic": "Hovedgaden 1",
|
||||||
|
"discrepancy": true
|
||||||
|
}
|
||||||
|
},
|
||||||
|
"systems_available": {
|
||||||
|
"hub": true,
|
||||||
|
"vtiger": true,
|
||||||
|
"economic": false
|
||||||
|
}
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
#### POST `/api/v1/customers/{customer_id}/sync-field`
|
||||||
|
- Query parameters:
|
||||||
|
- `field_name`: Hub field name (e.g., "address")
|
||||||
|
- `source_system`: "hub", "vtiger", or "economic"
|
||||||
|
- `source_value`: The correct value to sync
|
||||||
|
- Updates the field in all systems
|
||||||
|
- Respects safety flags (ECONOMIC_READ_ONLY, ECONOMIC_DRY_RUN)
|
||||||
|
- Returns sync status for each system
|
||||||
|
|
||||||
|
### 4. Frontend Alert Box (`app/customers/frontend/customer_detail.html`)
|
||||||
|
Added a Bootstrap warning alert that:
|
||||||
|
- Displays after customer header when discrepancies are found
|
||||||
|
- Shows discrepancy count dynamically
|
||||||
|
- Has a "Sammenlign" (Compare) button to open the modal
|
||||||
|
- Is dismissible
|
||||||
|
- Hidden by default with `.d-none` class
|
||||||
|
|
||||||
|
### 5. Comparison Modal (`app/customers/frontend/customer_detail.html`)
|
||||||
|
Created a modal-xl Bootstrap modal with:
|
||||||
|
- Table showing all discrepant fields
|
||||||
|
- 5 columns: Felt (Field), BMC Hub, vTiger, e-conomic, Vælg Korrekt (Select Correct)
|
||||||
|
- Radio buttons for each system's value
|
||||||
|
- Danish field labels (Navn, CVR Nummer, Adresse, etc.)
|
||||||
|
- Visual indicators for unavailable systems
|
||||||
|
- "Synkroniser Valgte" (Sync Selected) button
|
||||||
|
|
||||||
|
### 6. JavaScript Functions (`app/customers/frontend/customer_detail.html`)
|
||||||
|
Implemented three main functions:
|
||||||
|
|
||||||
|
#### `checkDataConsistency()`
|
||||||
|
- Called automatically when customer loads
|
||||||
|
- Fetches consistency data from API
|
||||||
|
- Shows/hides alert based on discrepancy count
|
||||||
|
- Stores data in `consistencyData` global variable
|
||||||
|
|
||||||
|
#### `showConsistencyModal()`
|
||||||
|
- Populates modal table with only discrepant fields
|
||||||
|
- Creates radio buttons dynamically for each system
|
||||||
|
- Uses Danish field labels
|
||||||
|
- Handles unavailable systems gracefully
|
||||||
|
|
||||||
|
#### `syncSelectedFields()`
|
||||||
|
- Collects all selected radio button values
|
||||||
|
- Validates at least one selection
|
||||||
|
- Shows confirmation dialog
|
||||||
|
- Calls sync API for each field sequentially
|
||||||
|
- Shows success/failure count
|
||||||
|
- Reloads customer data and rechecks consistency
|
||||||
|
|
||||||
|
### 7. VTiger Service Updates (`app/services/vtiger_service.py`)
|
||||||
|
Added two new methods:
|
||||||
|
- **`get_account_by_id(account_id)`**: Fetches single account by vTiger ID
|
||||||
|
- **`update_account(account_id, update_data)`**: Updates account fields via REST API
|
||||||
|
|
||||||
|
### 8. E-conomic Service Updates (`app/services/economic_service.py`)
|
||||||
|
Added two new methods:
|
||||||
|
- **`get_customer(customer_number)`**: Fetches single customer by e-conomic number
|
||||||
|
- **`update_customer(customer_number, update_data)`**: Updates customer fields (respects safety flags)
|
||||||
|
|
||||||
|
## 🔧 Technical Implementation Details
|
||||||
|
|
||||||
|
### Parallel API Calls
|
||||||
|
Uses `asyncio.gather()` with `return_exceptions=True` to fetch from vTiger and e-conomic simultaneously:
|
||||||
|
```python
|
||||||
|
tasks = {'vtiger': vtiger_task, 'economic': economic_task}
|
||||||
|
task_results = await asyncio.gather(*tasks.values(), return_exceptions=True)
|
||||||
|
```
|
||||||
|
|
||||||
|
### Value Normalization
|
||||||
|
All values are normalized before comparison:
|
||||||
|
- Convert to string
|
||||||
|
- Strip whitespace
|
||||||
|
- Lowercase for case-insensitive comparison
|
||||||
|
- Empty strings → None
|
||||||
|
|
||||||
|
### Safety Flags
|
||||||
|
Respects existing e-conomic safety flags:
|
||||||
|
- `ECONOMIC_READ_ONLY=True` prevents all write operations
|
||||||
|
- `ECONOMIC_DRY_RUN=True` logs operations without executing
|
||||||
|
|
||||||
|
### Error Handling
|
||||||
|
- Individual system failures don't block the entire operation
|
||||||
|
- Exceptions are logged with appropriate emoji prefixes (✅ ❌ ⚠️)
|
||||||
|
- Frontend shows user-friendly messages
|
||||||
|
|
||||||
|
## 🎨 User Experience
|
||||||
|
|
||||||
|
### Workflow
|
||||||
|
1. User opens customer detail page (e.g., `/customers/23`)
|
||||||
|
2. `loadCustomer()` automatically calls `checkDataConsistency()`
|
||||||
|
3. If discrepancies found, yellow alert appears at top
|
||||||
|
4. User clicks "Sammenlign" button
|
||||||
|
5. Modal opens showing table with radio buttons
|
||||||
|
6. User selects correct value for each field
|
||||||
|
7. User clicks "Synkroniser Valgte"
|
||||||
|
8. Confirmation dialog appears
|
||||||
|
9. Selected fields sync to all systems
|
||||||
|
10. Page reloads with updated data
|
||||||
|
|
||||||
|
### Visual Design
|
||||||
|
- Uses existing Nordic Top design system
|
||||||
|
- Bootstrap 5 components (alerts, modals, tables)
|
||||||
|
- Consistent with BMC Hub's minimalist aesthetic
|
||||||
|
- Danish language throughout
|
||||||
|
|
||||||
|
## 📝 Configuration
|
||||||
|
|
||||||
|
### Environment Variables (.env)
|
||||||
|
```bash
|
||||||
|
# Data Consistency Settings
|
||||||
|
VTIGER_SYNC_ENABLED=True
|
||||||
|
ECONOMIC_SYNC_ENABLED=True
|
||||||
|
AUTO_CHECK_CONSISTENCY=True
|
||||||
|
|
||||||
|
# Safety Flags (respect existing)
|
||||||
|
ECONOMIC_READ_ONLY=True
|
||||||
|
ECONOMIC_DRY_RUN=True
|
||||||
|
```
|
||||||
|
|
||||||
|
### Disabling Features
|
||||||
|
- Set `AUTO_CHECK_CONSISTENCY=False` to disable automatic checks
|
||||||
|
- Set `VTIGER_SYNC_ENABLED=False` to prevent vTiger updates
|
||||||
|
- Set `ECONOMIC_SYNC_ENABLED=False` to prevent e-conomic updates
|
||||||
|
|
||||||
|
## 🚀 Deployment
|
||||||
|
|
||||||
|
### Status
|
||||||
|
✅ **DEPLOYED AND RUNNING**
|
||||||
|
|
||||||
|
The system has been:
|
||||||
|
1. Code implemented in all necessary files
|
||||||
|
2. Docker API container restarted successfully
|
||||||
|
3. Service running without errors (confirmed via logs)
|
||||||
|
4. Ready for testing at http://localhost:8001/customers/{id}
|
||||||
|
|
||||||
|
### Testing Checklist
|
||||||
|
- [ ] Open customer detail page
|
||||||
|
- [ ] Verify alert appears if discrepancies exist
|
||||||
|
- [ ] Click "Sammenlign" and verify modal opens
|
||||||
|
- [ ] Select values and click "Synkroniser Valgte"
|
||||||
|
- [ ] Confirm data syncs across systems
|
||||||
|
- [ ] Verify safety flags prevent unwanted writes
|
||||||
|
|
||||||
|
## 📚 Files Modified
|
||||||
|
|
||||||
|
1. `/app/core/config.py` - Added 3 config variables
|
||||||
|
2. `/app/services/customer_consistency.py` - NEW FILE (280 lines)
|
||||||
|
3. `/app/customers/backend/router.py` - Added 2 endpoints (~100 lines)
|
||||||
|
4. `/app/customers/frontend/customer_detail.html` - Added alert, modal, and JS functions (~250 lines)
|
||||||
|
5. `/app/services/vtiger_service.py` - Added 2 methods (~90 lines)
|
||||||
|
6. `/app/services/economic_service.py` - Added 2 methods (~75 lines)
|
||||||
|
|
||||||
|
**Total new code:** ~795 lines
|
||||||
|
|
||||||
|
## 🎓 Key Learnings
|
||||||
|
|
||||||
|
1. **Parallel async operations** are essential for performance when querying multiple external APIs
|
||||||
|
2. **Data normalization** is critical for accurate comparison (whitespace, case sensitivity, null handling)
|
||||||
|
3. **Progressive enhancement** - system degrades gracefully if external APIs are unavailable
|
||||||
|
4. **Safety-first approach** - dry-run and read-only flags prevent accidental data corruption
|
||||||
|
5. **User-driven sync** - manual selection ensures humans make final decisions on data conflicts
|
||||||
|
|
||||||
|
## 🔮 Future Enhancements
|
||||||
|
|
||||||
|
Potential improvements for future iterations:
|
||||||
|
- Auto-suggest most common value (modal default selection)
|
||||||
|
- Batch sync all fields with single button
|
||||||
|
- Conflict history log
|
||||||
|
- Scheduled consistency checks (background job)
|
||||||
|
- Email notifications for critical discrepancies
|
||||||
|
- Automatic sync rules (e.g., "always trust e-conomic for financial data")
|
||||||
|
- Conflict resolution confidence scores
|
||||||
|
|
||||||
|
## ✅ Implementation Complete
|
||||||
|
|
||||||
|
All planned features have been successfully implemented and deployed. The data consistency checking system is now active and ready for use.
|
||||||
|
|
||||||
|
**Next Steps:** Test the system with real customer data to ensure all integrations work correctly.
|
||||||
Loading…
Reference in New Issue
Block a user