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Track person import source and previous names; add source report and edit UX.

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Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Mahdi
2026-10-04 12:01:21 +03:30
co-authored by Cursor
parent e144b2277a
commit 8b37525f2f
15 changed files with 632 additions and 25 deletions
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apps/api/prisma/migrations/20261004120000_person_import_source_previous_name/migration.sql
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-- AlterTable
ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousFirstName" TEXT;
ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "previousLastName" TEXT;
ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "importSource" TEXT NOT NULL DEFAULT 'manual';
ALTER TABLE "Person" ADD COLUMN IF NOT EXISTS "sourceRef" TEXT;
-- CreateIndex
CREATE INDEX IF NOT EXISTS "Person_organizationId_importSource_idx" ON "Person"("organizationId", "importSource");
CREATE INDEX IF NOT EXISTS "Person_organizationId_sourceRef_idx" ON "Person"("organizationId", "sourceRef");
-- Backfill from legacy customFields / notes
UPDATE "Person"
SET
"importSource" = 'didar',
"sourceRef" = COALESCE(NULLIF(BTRIM("sourceRef"), ''), NULLIF(BTRIM("customFields"->>'didarId'), ''))
WHERE COALESCE(BTRIM("customFields"->>'didarId'), '') <> '';
UPDATE "Person"
SET "importSource" = 'tahesab'
WHERE "importSource" = 'manual'
AND notes ILIKE '%ته‌حساب%';
UPDATE "Person"
SET "importSource" = 'excel'
WHERE "importSource" = 'manual'
AND COALESCE(BTRIM("customFields"->>'customerCode'), '') <> ''
AND COALESCE(BTRIM("customFields"->>'didarId'), '') = '';