lorentz
8aa20ea751
- Add source, title, mobilePhone fields to ClientContact schema - Add composite unique constraint for dedup (clientId, name, label, source) - Add fetchAfwContacts() query with dedup by (CustId, Name, Responsibility) - Add syncContacts() phase to sync engine with retry logic - Update contacts UI to show title, mobile phone, AMS badge - Disable edit/delete on AMS-synced contacts (source='ams')
463 lines
12 KiB
TypeScript
463 lines
12 KiB
TypeScript
import { executeAfwQuery } from './afw-connection'
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/**
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* AFW Customer data structure
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*/
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export interface AfwCustomer {
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CustId: string
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FirmNameCust: string | null
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LastName: string | null
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FirstName: string | null
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Addr1: string | null
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Addr2: string | null
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City: string | null
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State: string | null
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ZipCode: string | null
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BusPhone: string | null
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EMail: string | null
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Prod1Code: string | null
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ChangedDate: Date | null
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}
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/**
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* AFW Policy data structure (enriched with lookups)
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*/
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export interface AfwPolicy {
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PolId: string
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FirmNameCust: string | null
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CustNo: number | null
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PolNo: string | null
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PolEffDate: Date | null
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PolExpDate: Date
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ParentCompanyName: string | null
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WritingCompanyName: string | null
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ExecFormattedName: string | null
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CsrFormattedName: string | null
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Status: string | null
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PolTypeLOB: string | null
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BillMethod: string | null
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BusinessType: string | null
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PolicyDepartment: string | null
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AddRep1FormattedName: string | null
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AddRep2FormattedName: string | null
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AddExec1FormattedName: string | null
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AddExec2FormattedName: string | null
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ANotId: string | null
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CustId: string
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}
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/**
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* AFW Employee data structure
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*/
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export interface AfwEmployee {
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EmpCode: string
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LastName: string
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FirstName: string
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MiddleName: string | null
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ShortName: string | null
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Title: string | null
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EMail: string | null
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Status: string
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IsRep: string | null
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IsProd: string | null
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EmpSupervisorCode: string | null
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DefaultGLDeptCode: string | null
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}
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/**
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* AFW General Ledger Department data structure
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*/
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export interface AfwGLDepartment {
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GLDeptCode: string
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Name: string
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ShortName: string | null
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}
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/**
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* AFW Company data structure
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*/
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export interface AfwCompany {
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CompanyCode: string
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CompanyName: string
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Address: string | null
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}
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/**
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* AFW PR Code data structure
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*/
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export interface AfwPRCode {
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PRCode: string
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PRName: string
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Description: string | null
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}
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/**
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* AFW Policy Contact data structure (deduplicated per customer)
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*/
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export interface AfwContact {
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CustId: string
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Name: string
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Responsibility: string | null
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Title: string | null
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AreaCode: string | null
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Phone: string | null
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MobileAreaCode: string | null
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MobilePhone: string | null
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EMail: string | null
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Notes: string | null
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}
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/**
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* Fetch deduplicated contacts from AFW_PolContact, joined to customers.
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* Deduplicates by (CustId, Name, Responsibility) keeping the most recently entered.
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*/
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export async function fetchAfwContacts(): Promise<AfwContact[]> {
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const query = `
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WITH ranked AS (
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SELECT
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c.CustId,
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pc.Name,
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pc.Responsibility,
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pc.Title,
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pc.AreaCode,
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pc.Phone,
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pc.MobileAreaCode,
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pc.MobilePhone,
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pc.EMail,
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pc.Notes,
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ROW_NUMBER() OVER (
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PARTITION BY c.CustId, pc.Name, pc.Responsibility
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ORDER BY pc.EnteredDate DESC
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) AS rn
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FROM AFW_PolContact pc
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INNER JOIN AFW_BasicPolInfo p ON p.PolId = pc.PolId
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INNER JOIN AFW_Customer c ON c.CustId = p.CustId
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WHERE pc.Status = 'A'
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AND pc.Name IS NOT NULL
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AND pc.Name != ''
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)
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SELECT CustId, Name, Responsibility, Title, AreaCode, Phone,
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MobileAreaCode, MobilePhone, EMail, Notes
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FROM ranked
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WHERE rn = 1
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ORDER BY CustId, Responsibility, Name
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`
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return executeAfwQuery<AfwContact>(query)
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}
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/**
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* Fetch customers from AFW database
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*/
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export async function fetchAfwCustomers(
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modifiedSince?: Date
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): Promise<AfwCustomer[]> {
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let query = `
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SELECT
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CustId,
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FirmNameCust,
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LastName,
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FirstName,
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Addr1,
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Addr2,
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City,
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State,
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ZipCode,
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BusPhone,
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EMail,
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Prod1Code,
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ChangedDate
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FROM AFW_Customer
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WHERE Active = 'Y'
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`
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if (modifiedSince) {
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query += ` AND ChangedDate > @modifiedSince`
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}
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query += ` ORDER BY ChangedDate DESC`
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return executeAfwQuery<AfwCustomer>(query, modifiedSince ? { modifiedSince } : undefined)
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}
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/**
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* Fetch policies from AFW database with comprehensive lookups and personnel
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* Based on the AFW_PolicyBizVw query structure
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*/
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export async function fetchAfwPolicies(
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startDate?: Date,
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endDate?: Date,
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modifiedSince?: Date
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): Promise<AfwPolicy[]> {
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// Default to 2026 policies only
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const policyStartDate = startDate || new Date('2026-01-01')
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const policyEndDate = endDate || new Date('2026-12-31')
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const query = `
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WITH addpersonnel AS (
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SELECT
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PolId,
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PolPId,
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AFW_Employee.EmpCode,
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EmpType,
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AFW_Employee.LastName + ', ' + AFW_Employee.FirstName AS Name,
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ROW_NUMBER() OVER (
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PARTITION BY PolId, EmpType
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ORDER BY AFW_PolicyPersonnel.EnteredDate DESC
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) AS rn
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FROM dbo.AFW_PolicyPersonnel
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INNER JOIN AFW_Employee
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ON AFW_Employee.EmpCode = AFW_PolicyPersonnel.EmpCode
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WHERE IsPrimary = 'N'
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)
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SELECT
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AFW_BasicPolInfo.PolId,
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AFW_BasicPolInfo.CustId,
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AFW_Customer.FirmNameCust,
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AFW_Customer.CustNo,
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AFW_BasicPolInfo.PolNo,
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AFW_BasicPolInfo.PolEffDate,
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AFW_BasicPolInfo.PolExpDate,
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ParentCompany.Name AS ParentCompanyName,
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WritingCompany.Name AS WritingCompanyName,
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ExecCode.LastName + ', ' + ExecCode.FirstName AS ExecFormattedName,
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CsrCode.LastName + ', ' + CsrCode.FirstName AS CsrFormattedName,
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RenewalRptFlag.Description AS Status,
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AFW_BasicPolInfo.PolTypeLOB,
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BillMethods.Description AS BillMethod,
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TypeOfBusiness.Description AS BusinessType,
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AFW_GeneralLedgerDepartment.Name AS PolicyDepartment,
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addpersonnel1.Name AS AddRep1FormattedName,
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addpersonnel2.Name AS AddRep2FormattedName,
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addpersonnel3.Name AS AddExec1FormattedName,
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addpersonnel4.Name AS AddExec2FormattedName,
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AFW_Customer.ANotId
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FROM dbo.AFW_BasicPolInfo
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INNER JOIN AFW_Customer
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ON AFW_Customer.CustId = AFW_BasicPolInfo.CustId
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INNER JOIN AFW_Company AS ParentCompany
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ON ParentCompany.CoCode = AFW_BasicPolInfo.CoCode
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INNER JOIN AFW_Company AS WritingCompany
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ON WritingCompany.CoCode = AFW_BasicPolInfo.WritingCoCode
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INNER JOIN AFW_GeneralLedgerDepartment
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ON AFW_GeneralLedgerDepartment.GLDeptCode = AFW_BasicPolInfo.GLDeptCode
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INNER JOIN AFW_PRCode AS TypeOfBusiness
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ON TypeOfBusiness.Code = AFW_BasicPolInfo.TypeOfBus
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AND TypeOfBusiness.AttrCode = 'TB'
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INNER JOIN AFW_PRCode AS BillMethods
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ON BillMethods.Code = AFW_BasicPolInfo.BillMethod
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AND BillMethods.AttrCode = 'BM'
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INNER JOIN AFW_PRCode AS RenewalRptFlag
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ON RenewalRptFlag.Code = AFW_BasicPolInfo.RenewalRptFlag
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AND RenewalRptFlag.AttrCode = 'PF'
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INNER JOIN AFW_Employee AS ExecCode
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ON ExecCode.EmpCode = AFW_BasicPolInfo.ExecCode
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INNER JOIN AFW_Employee AS CsrCode
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ON CsrCode.EmpCode = AFW_BasicPolInfo.CsrCode
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LEFT JOIN addpersonnel AS addpersonnel1
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ON addpersonnel1.PolId = AFW_BasicPolInfo.PolId
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AND addpersonnel1.rn = 1
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AND addpersonnel1.EmpType = 'R'
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LEFT JOIN addpersonnel AS addpersonnel2
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ON addpersonnel2.PolId = AFW_BasicPolInfo.PolId
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AND addpersonnel2.rn = 2
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AND addpersonnel2.EmpType = 'R'
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LEFT JOIN addpersonnel AS addpersonnel3
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ON addpersonnel3.PolId = AFW_BasicPolInfo.PolId
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AND addpersonnel3.rn = 1
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AND addpersonnel3.EmpType = 'P'
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LEFT JOIN addpersonnel AS addpersonnel4
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ON addpersonnel4.PolId = AFW_BasicPolInfo.PolId
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AND addpersonnel4.rn = 2
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AND addpersonnel4.EmpType = 'P'
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WHERE
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AFW_BasicPolInfo.PolExpDate >= @startDate
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AND AFW_BasicPolInfo.PolExpDate <= @endDate
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AND AFW_GeneralLedgerDepartment.ShortName IN ('Dept1', 'Dept8', 'Dept9', 'Dept10', 'Dept12')
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AND AFW_BasicPolInfo.PolSubType = 'P'
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AND AFW_BasicPolInfo.Status != 'D'
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ORDER BY AFW_Customer.FirmNameCust
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`
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const result = await executeAfwQuery<AfwPolicy>(query, {
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startDate: policyStartDate,
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endDate: policyEndDate,
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})
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// Log first record to see what we're getting from AFW
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if (result.length > 0) {
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console.log('📋 Sample AFW Policy Data:', JSON.stringify(result[0], null, 2))
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}
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console.log(`📊 Total AFW policies fetched: ${result.length}`)
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return result
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}
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/**
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* Fetch employees from AFW database
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*/
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export async function fetchAfwEmployees(): Promise<AfwEmployee[]> {
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const query = `
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SELECT
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EmpCode,
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LastName,
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FirstName,
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MiddleName,
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ShortName,
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Title,
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EMail,
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Status,
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IsRep,
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IsProd,
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EmpSupervisorCode,
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DefaultGLDeptCode
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FROM AFW_Employee
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WHERE Status = 'A'
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ORDER BY LastName, FirstName
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`
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return executeAfwQuery<AfwEmployee>(query)
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}
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/**
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* Fetch GL departments from AFW database
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*/
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export async function fetchAfwGLDepartments(): Promise<AfwGLDepartment[]> {
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const query = `
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SELECT
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GLDeptCode,
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Name,
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ShortName
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FROM AFW_GeneralLedgerDepartment
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WHERE Status = 'A'
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ORDER BY Name
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`
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return executeAfwQuery<AfwGLDepartment>(query)
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}
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/**
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* Fetch companies from AFW database
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*/
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export async function fetchAfwCompanies(): Promise<AfwCompany[]> {
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const query = `
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SELECT
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CompanyCode,
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CompanyName,
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Address
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FROM AFW_Company
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ORDER BY CompanyName
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`
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return executeAfwQuery<AfwCompany>(query)
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}
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/**
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* Fetch PR codes from AFW database
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*/
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export async function fetchAfwPRCodes(): Promise<AfwPRCode[]> {
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const query = `
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SELECT
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PRCode,
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PRName,
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Description
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FROM AFW_PRCode
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ORDER BY PRName
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`
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return executeAfwQuery<AfwPRCode>(query)
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}
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/**
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* Shape customer data structure (customers with specific ANotId)
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*/
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export interface AfwShapeCustomer {
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CustId: string
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CustNo: number
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FirmNameCust: string
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}
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/**
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* Fetch customers by ANotId from AFW database
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* Generic function to fetch customers with any ANotId
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*/
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export async function fetchAfwCustomersByAnotId(anotId: string): Promise<AfwShapeCustomer[]> {
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const query = `
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SELECT
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FirmNameCust,
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CustNo,
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CustId
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FROM dbo.AFW_Customer
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WHERE ANotId = @anotId
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ORDER BY FirmNameCust
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`
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return executeAfwQuery<AfwShapeCustomer>(query, { anotId })
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}
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/**
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* Fetch Shape program customers from AFW database
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* These are customers identified by the specific ANotId for the SHAPE program
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* @deprecated Use fetchAfwCustomersByAnotId instead for flexibility
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*/
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export async function fetchAfwShapeCustomers(): Promise<AfwShapeCustomer[]> {
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return fetchAfwCustomersByAnotId('13CF7DCB-F6AF-42C2-A7AB-26641A216A81')
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}
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/**
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* Fetch complete policy business view (similar to AFW_PolicyBizVw)
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*/
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export interface AfwPolicyBizView {
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PolID: string
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CustID: string
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CustName: string
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PolNum: string | null
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PolType: string | null
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ExpDate: Date
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CarrierName: string | null
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Premium: number | null
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ProducerCode: string | null
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GLDeptCode: string | null
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GLDeptName: string | null
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PrimaryEmpCode: string | null
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PrimaryEmpName: string | null
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}
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export async function fetchAfwPolicyBizView(
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expirationMonthsAhead: number = 24
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): Promise<AfwPolicyBizView[]> {
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const currentDate = new Date()
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const futureDate = new Date()
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futureDate.setMonth(futureDate.getMonth() + expirationMonthsAhead)
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const query = `
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SELECT
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p.PolID,
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p.CustID,
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c.CustName,
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p.PolNum,
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p.PolType,
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p.ExpDate,
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p.CarrierName,
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p.Premium,
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c.ProducerCode,
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gld.GLDeptCode,
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gld.GLDeptName,
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pp.EmpCode AS PrimaryEmpCode,
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e.EmpName AS PrimaryEmpName
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FROM AFW_BasicPolInfo p
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INNER JOIN AFW_Customer c ON p.CustID = c.CustID
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LEFT JOIN AFW_GeneralLedgerDepartment gld ON c.GLDeptCode = gld.GLDeptCode
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LEFT JOIN AFW_PolicyPersonnel pp ON p.PolID = pp.PolID AND pp.IsPrimary = 1
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LEFT JOIN AFW_Employee e ON pp.EmpCode = e.EmpCode
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WHERE p.ExpDate >= @currentDate
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AND p.ExpDate <= @futureDate
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AND p.Status = 'Active'
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ORDER BY p.ExpDate ASC
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`
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return executeAfwQuery<AfwPolicyBizView>(query, {
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currentDate,
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futureDate,
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})
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}
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