auto generate representative relationship if no explicit contractor set, add vip-contact and fix db enum value for ex-partner
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@ -4,6 +4,7 @@ public enum HsOfficeRelationshipType {
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UNKNOWN,
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EX_PARTNER,
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REPRESENTATIVE,
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VIP_CONTACT,
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ACCOUNTING,
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OPERATIONS
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}
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@ -6,9 +6,12 @@ components:
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HsOfficeRelationshipType:
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type: string
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enum:
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- REPRESENTATIVE
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- ACCOUNTING
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- TECHNICAL
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- UNKNOWN
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- EX_PARTNER
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- REPRESENTATIVE,
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- VIP_CONTACT
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- ACCOUNTING,
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- OPERATIONS
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HsOfficeRelationship:
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type: object
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@ -4,7 +4,13 @@
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--changeset hs-office-relationship-MAIN-TABLE:1 endDelimiter:--//
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-- ----------------------------------------------------------------------------
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CREATE TYPE HsOfficeRelationshipType AS ENUM ('UNKNOWN', 'EX-PARTNER', 'REPRESENTATIVE', 'ACCOUNTING', 'OPERATIONS');
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CREATE TYPE HsOfficeRelationshipType AS ENUM (
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'UNKNOWN',
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'EX_PARTNER',
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'REPRESENTATIVE',
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'VIP_CONTACT',
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'ACCOUNTING',
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'OPERATIONS');
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CREATE CAST (character varying as HsOfficeRelationshipType) WITH INOUT AS IMPLICIT;
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@ -111,6 +111,8 @@ import static org.assertj.core.api.Fail.fail;
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@ExtendWith(OrderedDependedTestsExtension.class)
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public class ImportOfficeData extends ContextBasedTest {
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static int relationshipId = 2000000;
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@Value("${spring.datasource.username}")
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private String postgresAdminUser;
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@ -194,48 +196,54 @@ public class ImportOfficeData extends ContextBasedTest {
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assertThat(toFormattedString(partners)).isEqualToIgnoringWhitespace("""
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{
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17=partner(NATURAL Mellies, Michael: Herr Michael Mellies ),
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20=partner(LEGAL JM e.K.: Herr Philip Meyer-Contract , JM e.K.),
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20=partner(LEGAL JM GmbH: Herr Philip Meyer-Contract , JM GmbH),
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22=partner(LEGAL Test PS: Petra Schmidt , Test PS)
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}
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""");
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assertThat(toFormattedString(contacts)).isEqualToIgnoringWhitespace("""
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{
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1101=contact(label='Herr Michael Mellies ', emailAddresses='mih@example.org'),
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1201=contact(label='Frau Dr. Jenny Meyer-Billing , JM e.K.', emailAddresses='jm-billing@example.org'),
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1202=contact(label='Herr Andrew Meyer-Operation , JM e.K.', emailAddresses='am-operation@example.org'),
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1203=contact(label='Herr Philip Meyer-Contract , JM e.K.', emailAddresses='pm-partner@example.org'),
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1200=contact(label='JM e.K.', emailAddresses='jm-ex-partner@example.org'),
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1201=contact(label='Frau Dr. Jenny Meyer-Billing , JM GmbH', emailAddresses='jm-billing@example.org'),
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1202=contact(label='Herr Andrew Meyer-Operation , JM GmbH', emailAddresses='am-operation@example.org'),
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1203=contact(label='Herr Philip Meyer-Contract , JM GmbH', emailAddresses='pm-partner@example.org'),
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1301=contact(label='Petra Schmidt , Test PS', emailAddresses='ps@example.com')
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}
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""");
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assertThat(toFormattedString(persons)).isEqualToIgnoringWhitespace("""
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{
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1101=person(personType='NATURAL', tradeName='', familyName='Mellies', givenName='Michael'),
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1201=person(personType='LEGAL', tradeName='JM e.K.', familyName='Meyer-Billing', givenName='Jenny'),
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1202=person(personType='LEGAL', tradeName='JM e.K.', familyName='Meyer-Operation', givenName='Andrew'),
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1203=person(personType='LEGAL', tradeName='JM e.K.', familyName='Meyer-Contract', givenName='Philip'),
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1200=person(personType='LEGAL', tradeName='JM e.K.', familyName='', givenName=''),
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1201=person(personType='LEGAL', tradeName='JM GmbH', familyName='Meyer-Billing', givenName='Jenny'),
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1202=person(personType='LEGAL', tradeName='JM GmbH', familyName='Meyer-Operation', givenName='Andrew'),
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1203=person(personType='LEGAL', tradeName='JM GmbH', familyName='Meyer-Contract', givenName='Philip'),
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1301=person(personType='LEGAL', tradeName='Test PS', familyName='Schmidt', givenName='Petra')
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}
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""");
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assertThat(toFormattedString(debitors)).isEqualToIgnoringWhitespace("""
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{
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17=debitor(1001700: NATURAL Mellies, Michael: mih),
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20=debitor(1002000: LEGAL JM e.K.: xyz),
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20=debitor(1002000: LEGAL JM GmbH: xyz),
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22=debitor(1102200: LEGAL Test PS: xxx)
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}
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""");
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assertThat(toFormattedString(memberships)).isEqualToIgnoringWhitespace("""
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{
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17=Membership(10017, NATURAL Mellies, Michael, 1001700, [2000-12-06,), NONE),
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20=Membership(10020, LEGAL JM e.K., 1002000, [2000-12-06,2016-01-01), UNKNOWN),
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20=Membership(10020, LEGAL JM GmbH, 1002000, [2000-12-06,2016-01-01), UNKNOWN),
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22=Membership(11022, LEGAL Test PS, 1102200, [2021-04-01,), NONE)
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}
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""");
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assertThat(toFormattedString(relationships)).isEqualToIgnoringWhitespace("""
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{
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1101=rel(relAnchor='NATURAL Mellies, Michael', relType='OPERATIONS', relHolder='NATURAL Mellies, Michael', contact='Herr Michael Mellies '),
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1202=rel(relAnchor='LEGAL JM e.K.', relType='OPERATIONS', relHolder='LEGAL JM e.K.', contact='Herr Andrew Meyer-Operation , JM e.K.'),
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1203=rel(relAnchor='LEGAL JM e.K.', relType='REPRESENTATIVE', relHolder='LEGAL JM e.K.', contact='Herr Philip Meyer-Contract , JM e.K.'),
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1301=rel(relAnchor='LEGAL Test PS', relType='REPRESENTATIVE', relHolder='LEGAL Test PS', contact='Petra Schmidt , Test PS')
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2000000=rel(relAnchor='NATURAL Mellies, Michael', relType='OPERATIONS', relHolder='NATURAL Mellies, Michael', contact='Herr Michael Mellies '),
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2000001=rel(relAnchor='LEGAL JM GmbH', relType='EX_PARTNER', relHolder='LEGAL JM e.K.', contact='JM e.K.'),
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2000002=rel(relAnchor='LEGAL JM GmbH', relType='OPERATIONS', relHolder='LEGAL JM GmbH', contact='Herr Andrew Meyer-Operation , JM GmbH'),
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2000003=rel(relAnchor='LEGAL JM GmbH', relType='VIP_CONTACT', relHolder='LEGAL JM GmbH', contact='Herr Andrew Meyer-Operation , JM GmbH'),
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2000004=rel(relAnchor='LEGAL JM GmbH', relType='REPRESENTATIVE', relHolder='LEGAL JM GmbH', contact='Herr Philip Meyer-Contract , JM GmbH'),
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2000005=rel(relAnchor='LEGAL Test PS', relType='OPERATIONS', relHolder='LEGAL Test PS', contact='Petra Schmidt , Test PS'),
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2000006=rel(relAnchor='LEGAL Test PS', relType='REPRESENTATIVE', relHolder='LEGAL Test PS', contact='Petra Schmidt , Test PS'),
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2000007=rel(relAnchor='NATURAL Mellies, Michael', relType='REPRESENTATIVE', relHolder='NATURAL Mellies, Michael', contact='Herr Michael Mellies ')
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}
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""");
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}
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@ -253,18 +261,20 @@ public class ImportOfficeData extends ContextBasedTest {
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assumeThat(postgresAdminUser).isEqualTo("admin");
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assertThat(bankAccounts.toString()).isEqualToIgnoringWhitespace("""
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{
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234234=bankAccount(holder='Michael Mellies', iban='DE37500105177419788228', bic='INGDDEFFXXX'),
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235662=bankAccount(holder='JM e.K.', iban='DE49500105174516484892', bic='INGDDEFFXXX')
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}
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""");
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assertThat(sepaMandates.toString()).isEqualToIgnoringWhitespace("""
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{
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234234=SEPA-Mandate(DE37500105177419788228, MH12345, 2004-06-12, [2004-06-15,)),
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235662=SEPA-Mandate(DE49500105174516484892, JM33344, 2005-06-28, [2005-07-01,))
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}
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""");
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assertThat(toFormattedString(bankAccounts)).isEqualToIgnoringWhitespace("""
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{
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234234=bankAccount(holder='Michael Mellies', iban='DE37500105177419788228', bic='INGDDEFFXXX'),
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235600=bankAccount(holder='JM e.K.', iban='DE02300209000106531065', bic='CMCIDEDD'),
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235662=bankAccount(holder='JM GmbH', iban='DE49500105174516484892', bic='INGDDEFFXXX')
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}
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""");
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assertThat(toFormattedString(sepaMandates)).isEqualToIgnoringWhitespace("""
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{
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234234=SEPA-Mandate(DE37500105177419788228, MH12345, 2004-06-12, [2004-06-15,)),
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235600=SEPA-Mandate(DE02300209000106531065, JM33344, 2004-01-15, [2004-01-20,2005-06-28)),
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235662=SEPA-Mandate(DE49500105174516484892, JM33344, 2005-06-28, [2005-07-01,))
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}
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""");
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}
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@Test
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@ -686,7 +696,7 @@ public class ImportOfficeData extends ContextBasedTest {
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final var debitor = debitors.get(rec.getInteger("bp_id"));
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final var partnerPerson = partner.getPerson();
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if (rec.getString("roles").contains("partner")) {
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if (containsRole(rec)) {
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initPerson(partner.getPerson(), rec);
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}
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@ -700,43 +710,62 @@ public class ImportOfficeData extends ContextBasedTest {
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final var contact = HsOfficeContactEntity.builder().build();
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initContact(contact, rec);
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if (rec.getString("roles").contains("partner")) {
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if (containsRole(rec, "partner")) {
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assertThat(partner.getContact()).isNull();
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partner.setContact(contact);
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}
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if (rec.getString("roles").contains("billing")) {
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if (containsRole(rec, "billing")) {
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assertThat(debitor.getBillingContact()).isNull();
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debitor.setBillingContact(contact);
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}
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if (rec.getString("roles").contains("operation")) {
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final var rel = HsOfficeRelationshipEntity.builder()
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.relAnchor(partnerPerson)
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.relHolder(contactPerson)
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.contact(contact)
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.relType(HsOfficeRelationshipType.OPERATIONS)
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.build();
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relationships.put(contactId, rel);
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if (containsRole(rec, "operation")) {
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addRelationship(partnerPerson, contactPerson, contact, HsOfficeRelationshipType.OPERATIONS);
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}
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if (rec.getString("roles").contains("contractual")) {
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final var rel = HsOfficeRelationshipEntity.builder()
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.relAnchor(partnerPerson)
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.relHolder(contactPerson)
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.contact(contact)
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.relType(HsOfficeRelationshipType.REPRESENTATIVE)
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.build();
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relationships.put(contactId, rel);
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if (containsRole(rec, "contractual")) {
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addRelationship(partnerPerson, contactPerson, contact, HsOfficeRelationshipType.REPRESENTATIVE);
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}
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if (rec.getString("roles").contains("ex-partner")) {
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final var rel = HsOfficeRelationshipEntity.builder()
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.relAnchor(partnerPerson)
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.relHolder(contactPerson)
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.contact(contact)
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.relType(HsOfficeRelationshipType.EX_PARTNER)
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.build();
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relationships.put(contactId, rel);
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if (containsRole(rec, "ex-partner")) {
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addRelationship(partnerPerson, contactPerson, contact, HsOfficeRelationshipType.EX_PARTNER);
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}
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verifyContainsOnly(rec.getString("roles"), "partner", "ex-partner", "billing", "contractual", "operation");
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if (containsRole(rec, "vip-contact")) {
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addRelationship(partnerPerson, contactPerson, contact, HsOfficeRelationshipType.VIP_CONTACT);
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}
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verifyContainsOnly(rec.getString("roles"), "partner", "vip-contact", "ex-partner", "billing", "contractual", "operation");
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});
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optionallyAddMissingContractualRelationships();
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}
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private static void optionallyAddMissingContractualRelationships() {
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partners.forEach( (id, partner) -> {
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final var partnerPerson = partner.getPerson();
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if (relationships.values().stream().filter(rel -> rel.getRelHolder() == partnerPerson && rel.getRelType() == HsOfficeRelationshipType.REPRESENTATIVE).findFirst().isEmpty()) {
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addRelationship(partnerPerson, partnerPerson, partner.getContact(), HsOfficeRelationshipType.REPRESENTATIVE);
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}
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});
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}
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private static boolean containsRole(final Record rec, final String role) {
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final var roles = rec.getString("roles");
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return ("," + roles + ",").contains("," + role + ",");
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}
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private static boolean containsRole(final Record rec) {
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return containsRole(rec, "partner");
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}
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private static void addRelationship(
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final HsOfficePersonEntity partnerPerson,
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final HsOfficePersonEntity contactPerson,
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final HsOfficeContactEntity contact,
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final HsOfficeRelationshipType representative) {
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final var rel = HsOfficeRelationshipEntity.builder()
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.relAnchor(partnerPerson)
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.relHolder(contactPerson)
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.contact(contact)
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.relType(representative)
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.build();
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relationships.put(relationshipId++, rel);
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}
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private HsOfficePersonEntity initPerson(final HsOfficePersonEntity person, final Record contactRecord) {
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@ -880,8 +909,8 @@ public class ImportOfficeData extends ContextBasedTest {
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result.append(firstname + " ");
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if (isNotBlank(lastname))
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result.append(lastname + " ");
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if (result.length() > 0 && isNotBlank(firm)) {
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result.append(", " + firm);
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if (isNotBlank(firm)) {
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result.append( (isBlank(result) ? "" : ", ") + firm);
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}
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return result.toString();
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}
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@ -1,12 +1,13 @@
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contact_id; bp_id; salut; first_name; last_name; title; firma; co; street; zipcode;city; country; phone_private; phone_office; phone_mobile; fax; email; roles
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# eine natürliche Person
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# eine natürliche Person, implizites contractual
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1101; 17; Herr; Michael; Mellies; ; ; ; Kleine Freiheit 50; 26524; Hage; DE; ; +49 4931 123456; +49 1522 123456;; mih@example.org; partner,billing,operation
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# eine juristische Person mit drei separaten Ansprechpartnern
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1201; 20; Frau; Jenny; Meyer-Billing; Dr.; JM e.K.;; Waldweg 5; 11001; Berlin; DE; +49 30 7777777; +49 30 1111111; ; +49 30 2222222; jm-billing@example.org; billing
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1202; 20; Herr; Andrew; Meyer-Operation; ; JM e.K.;; Waldweg 5; 11001; Berlin; DE; +49 30 6666666; +49 30 3333333; ; +49 30 4444444; am-operation@example.org; operation
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1203; 20; Herr; Philip; Meyer-Contract; ; JM e.K.;; Waldweg 5; 11001; Berlin; DE; +49 30 6666666; +49 30 5555555; ; +49 30 6666666; pm-partner@example.org; partner,contractual
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# eine juristische Person mit drei separaten Ansprechpartnern, vip-contact und ex-partner
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1200; 20;; ; ; ; JM e.K.;; Wiesenweg 15; 12335; Berlin; DE; +49 30 6666666; +49 30 5555555; ; +49 30 6666666; jm-ex-partner@example.org; ex-partner
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1201; 20; Frau; Jenny; Meyer-Billing; Dr.; JM GmbH;; Waldweg 5; 11001; Berlin; DE; +49 30 7777777; +49 30 1111111; ; +49 30 2222222; jm-billing@example.org; billing
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1202; 20; Herr; Andrew; Meyer-Operation; ; JM GmbH;; Waldweg 5; 11001; Berlin; DE; +49 30 6666666; +49 30 3333333; ; +49 30 4444444; am-operation@example.org; operation,vip-contact
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1203; 20; Herr; Philip; Meyer-Contract; ; JM GmbH;; Waldweg 5; 11001; Berlin; DE; +49 30 6666666; +49 30 5555555; ; +49 30 6666666; pm-partner@example.org; partner,contractual
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# eine juristische Person mit nur einem Ansprechpartner
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# eine juristische Person mit nur einem Ansprechpartner und explizitem contractual
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1301; 22; ; Petra; Schmidt; ; Test PS;; ; ; ; ; ; ; ; ; ps@example.com; partner,billing,contractual,operation
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@ -1,3 +1,4 @@
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sepa_mandat_id; bp_id; bank_customer; bank_name; bank_iban; bank_bic; mandat_ref; mandat_signed; mandat_since; mandat_until; mandat_used
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234234; 17; Michael Mellies; ING Bank AG; DE37500105177419788228; INGDDEFFXXX; MH12345; 2004-06-12; 2004-06-15; ; 2022-10-20
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235662; 20; JM e.K.; ING Bank AG; DE49500105174516484892; INGDDEFFXXX; JM33344; 2005-06-28; 2005-07-01; ; 2016-01-18
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234234; 17; Michael Mellies; ING Bank AG; DE37500105177419788228; INGDDEFFXXX; MH12345; 2004-06-12; 2004-06-15; ; 2022-10-20
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235600; 20; JM e.K.; Targobank AG; DE02300209000106531065; CMCIDEDD; JM33344; 2004-01-15; 2004-01-20;2005-06-27 ;2016-01-18
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235662; 20; JM GmbH; ING Bank AG; DE49500105174516484892; INGDDEFFXXX; JM33344; 2005-06-28; 2005-07-01; ; 2016-01-18
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