Initial commit: OnDeck project

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 13:20:52 +00:00 · 2026-02-18 13:20:52 +00:00 · b036a93da2
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+# Designation Admin Interface - User Guide
+
+## Overview
+
+The Designation Admin Interface allows administrators to create and manage client designations with automatic synchronization from AMS360/AFW.
+
+## Key Concepts
+
+### Designations are Created in OnDeck
+
+**All designations are created and managed within the OnDeck application.** They are NOT imported from AFW. Instead:
+
+1. **Create a designation** in OnDeck (e.g., "Shape", "Premium", "VIP")
+2. **Optionally map it to an AFW ANotId** (a GUID that identifies customers in AMS360)
+3. **Sync to automatically assign** clients based on their AFW data
+
+### AFW ANotId Mapping
+
+Each designation can have an **optional AFW ANotId** field:
+- This is a GUID from AMS360/AFW (e.g., `13CF7DCB-F6AF-42C2-A7AB-26641A216A81`)
+- It identifies a group of customers in the AFW database
+- When you sync, clients with this ANotId in AFW get assigned to this designation in OnDeck
+
+### Example Workflow
+
+```
+1. Admin creates "Shape" designation in OnDeck
+   - Name: Shape
+   - Color: Indigo
+   - AFW ANotId: 13CF7DCB-F6AF-42C2-A7AB-26641A216A81
+
+2. Admin clicks "Preview" to see which AFW customers match
+   - Shows: 150 customers found in AFW with this ANotId
+
+3. Admin saves the designation
+
+4. Admin clicks "Sync" on the Shape designation
+   - OnDeck queries AFW for customers with ANotId 13CF7DCB-...
+   - Finds matching clients in local database
+   - Updates their designationId to "Shape"
+   - Result: 145 clients updated, 5 skipped (already had Shape)
+
+5. Admin creates "Premium" designation
+   - Name: Premium
+   - Color: Gold
+   - AFW ANotId: XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX (different GUID)
+   - Syncs separately from Shape
+```
+
+## Features
+
+### Create/Edit Designations
+- **Name**: Display name (e.g., "Shape", "Premium")
+- **Description**: Purpose of the designation
+- **Color**: Visual identifier in the UI
+- **Display Order**: Sort order in lists
+- **AFW ANotId**: Optional GUID for AFW sync
+- **Active Status**: Enable/disable without deleting
+
+### Preview Before Saving
+- Enter an AFW ANotId
+- Click the eye icon to preview
+- See how many customers in AFW match
+- View sample customer names
+- Helps verify you have the correct GUID
+
+### Individual Sync
+- Click "Sync" on any designation with an ANotId
+- Syncs only that designation
+- Shows results: updated, skipped, not found
+
+### Bulk Sync
+- Click "Sync All Designations"
+- Syncs all active designations that have an ANotId configured
+- Shows summary results for each designation
+
+### Uniqueness Constraints
+- **Designation names** must be unique
+- **AFW ANotId values** must be unique (one designation per ANotId)
+- Prevents conflicts and duplicate mappings
+
+## API Endpoints
+
+### GET /api/admin/designations
+List all designations with client counts
+
+### POST /api/admin/designations
+Create a new designation
+
+### GET /api/admin/designations/[id]
+Get a specific designation
+
+### PATCH /api/admin/designations/[id]
+Update a designation
+
+### DELETE /api/admin/designations/[id]
+Soft delete (deactivate) a designation
+
+### POST /api/admin/designations/preview
+Preview AFW customers for an ANotId
+
+### POST /api/admin/sync-designations
+Sync a single designation by ID or type
+
+### POST /api/admin/sync-designations/bulk
+Sync all active designations with ANotId configured
+
+## Database Schema
+
+```prisma
+model Designation {
+  id           String   @id @default(cuid())
+  name         String   @unique
+  description  String?
+  color        String
+  rules        String?
+  displayOrder Int
+  isActive     Boolean  @default(true)
+  afwAnotId    String?  @unique  // Maps to AFW ANotId
+  createdAt    DateTime @default(now())
+  updatedAt    DateTime @updatedAt
+
+  clientsDesignation1 Client[] @relation("ClientDesignation1")
+  clientsDesignation2 Client[] @relation("ClientDesignation2")
+  taskTemplates       TaskTemplate[]
+}
+```
+
+## Common Questions
+
+**Q: Where do I find the AFW ANotId?**
+A: Query the AFW database directly or ask your AMS360 administrator. It's a GUID that identifies customer groups.
+
+**Q: Can I have multiple designations with the same ANotId?**
+A: No, each ANotId must be unique to prevent conflicts.
+
+**Q: What happens if I sync without an ANotId?**
+A: The sync will fail with an error. ANotId is required for AFW sync.
+
+**Q: Can I create designations without AFW sync?**
+A: Yes! Leave the AFW ANotId field empty. You can manually assign clients to these designations.
+
+**Q: What's the difference between Shape and other designations?**
+A: Nothing! Shape is just a designation like any other. It happens to map to a specific ANotId in AFW.
+
+**Q: Can I change the ANotId after creating a designation?**
+A: Yes, edit the designation and update the ANotId field. Then sync again.
+
+**Q: What happens to clients when I delete a designation?**
+A: The designation is deactivated (soft delete). Clients keep their assignment, but the designation won't appear in new assignment lists.