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Feature: Auto-create customers from vTiger accounts when linking contacts

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Christian 2025-12-22 15:20:29 +01:00
parent e541758c44
commit e4b940009f
1 changed files with 99 additions and 8 deletions
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107
app/system/backend/sync_router.py
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@ -205,6 +205,7 @@ async def sync_vtiger_contacts() -> Dict[str, Any]:
updated_count = 0 updated_count = 0
skipped_count = 0 skipped_count = 0
linked_count = 0 linked_count = 0
customers_created_count = 0
debug_count = 0 debug_count = 0
for i, contact in enumerate(all_contacts, 1): for i, contact in enumerate(all_contacts, 1):
@ -288,13 +289,102 @@ async def sync_vtiger_contacts() -> Dict[str, Any]:
) )
if not customer_result or len(customer_result) == 0: if not customer_result or len(customer_result) == 0:
# No matching customer found # FALLBACK: Create customer from vTiger account if not found
if debug_count <= 20: try:
logger.warning(f" ↳ No customer found with vtiger_id={account_id}") account_query = f"SELECT id, accountname, email1, siccode, cf_accounts_cvr, website, bill_city, bill_code, bill_country FROM Accounts WHERE id = '{account_id}';"
continue account_data = await vtiger.query(account_query)
customer_id = customer_result[0]['id'] if account_data and len(account_data) > 0:
customer_name = customer_result[0]['name'] account = account_data[0]
account_name = account.get('accountname', '').strip()
cvr = account.get('cf_accounts_cvr') or account.get('siccode')
if cvr:
cvr = re.sub(r'\D', '', str(cvr))[:8]
if len(cvr) != 8:
cvr = None
# Check if customer already exists by CVR (to avoid duplicates)
if cvr:
existing_by_cvr = execute_query(
"SELECT id, name FROM customers WHERE cvr_number = %s",
(cvr,)
)
if existing_by_cvr:
# Found by CVR - update vtiger_id and use this customer
execute_query(
"UPDATE customers SET vtiger_id = %s, last_synced_at = NOW() WHERE id = %s",
(account_id, existing_by_cvr[0]['id'])
)
customer_id = existing_by_cvr[0]['id']
customer_name = existing_by_cvr[0]['name']
logger.info(f"✅ Matched by CVR and updated vtiger_id: {customer_name} → {account_id}")
else:
# Create new customer from vTiger
country = (account.get('bill_country') or 'DK').strip().upper()[:2]
new_customer = execute_query("""
INSERT INTO customers
(name, cvr_number, email, website, city, postal_code, country, vtiger_id, last_synced_at)
VALUES (%s, %s, %s, %s, %s, %s, %s, %s, NOW())
RETURNING id, name
""", (
account_name,
cvr,
account.get('email1'),
account.get('website'),
account.get('bill_city'),
account.get('bill_code'),
country,
account_id
))
if new_customer:
customer_id = new_customer[0]['id']
customer_name = new_customer[0]['name']
customers_created_count += 1
logger.info(f"✨ Created customer from vTiger: {customer_name} (vtiger_id={account_id})")
else:
if debug_count <= 20:
logger.warning(f" ↳ Failed to create customer from account_id={account_id}")
continue
else:
# No CVR - create customer anyway (might be foreign company)
country = (account.get('bill_country') or 'DK').strip().upper()[:2]
new_customer = execute_query("""
INSERT INTO customers
(name, email, website, city, postal_code, country, vtiger_id, last_synced_at)
VALUES (%s, %s, %s, %s, %s, %s, %s, NOW())
RETURNING id, name
""", (
account_name,
account.get('email1'),
account.get('website'),
account.get('bill_city'),
account.get('bill_code'),
country,
account_id
))
if new_customer:
customer_id = new_customer[0]['id']
customer_name = new_customer[0]['name']
customers_created_count += 1
logger.info(f"✨ Created customer from vTiger (no CVR): {customer_name} (vtiger_id={account_id})")
else:
if debug_count <= 20:
logger.warning(f" ↳ Failed to create customer from account_id={account_id}")
continue
else:
if debug_count <= 20:
logger.warning(f" ↳ Account not found in vTiger: {account_id}")
continue
except Exception as e:
logger.error(f"❌ Failed to fetch/create customer from vTiger account {account_id}: {e}")
continue
else:
customer_id = customer_result[0]['id']
customer_name = customer_result[0]['name']
# Check if link already exists # Check if link already exists
existing_link = execute_query( existing_link = execute_query(
@ -318,13 +408,14 @@ async def sync_vtiger_contacts() -> Dict[str, Any]:
if linked_count <= 10: # Log first 10 successful links if linked_count <= 10: # Log first 10 successful links
logger.info(f"🔗 LINKED: {first_name} {last_name} → {customer_name}") logger.info(f"🔗 LINKED: {first_name} {last_name} → {customer_name}")
logger.info(f"✅ SYNC COMPLETE: created={created_count}, updated={updated_count}, linked={linked_count}, skipped={skipped_count}, total={len(all_contacts)}") logger.info(f"✅ SYNC COMPLETE: created={created_count}, updated={updated_count}, linked={linked_count}, customers_created={customers_created_count}, skipped={skipped_count}, total={len(all_contacts)}")
return { return {
"status": "success", "status": "success",
"created": created_count, "created": created_count,
"updated": updated_count, "updated": updated_count,
"linked": linked_count, "linked": linked_count,
"customers_created": customers_created_count,
"skipped": skipped_count, "skipped": skipped_count,
"total_processed": len(all_contacts) "total_processed": len(all_contacts)
} }