236 lines
8.8 KiB
Markdown
236 lines
8.8 KiB
Markdown
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# Portal – Data Model & Mappings
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This document lists the objects, custom fields, and mappings used across Salesforce, WHMCS, and the Portal BFF.
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## Object inventory (what's standard vs custom)
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- Salesforce standard objects
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- `Product2` (catalog)
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- `Pricebook2` / `PricebookEntry` (pricing)
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- `Order` (header)
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- `OrderItem` (line)
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- Salesforce custom fields
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- Added on `Product2`, `Order`, and `OrderItem` only (listed below with proposed API names).
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- WHMCS
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- Use native User (login identity), Client (billing profile), Order, Invoice, and Service (Product/Service) entities and API parameters. We do not create custom tables in WHMCS.
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## Salesforce
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### Product2 (catalog source of truth)
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- Visibility & display
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- `Portal_Visible__c` (Checkbox)
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- `Portal_Category__c` (Picklist: Internet | eSIM | VPN | Other)
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- `Portal_Description__c` (Long Text)
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- `Portal_Feature_Bullets__c` (Long Text)
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- `Portal_Hero_Image_URL__c` (URL)
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- `Portal_Tags__c` (Text)
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- `Portal_Sort_Order__c` (Number)
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- `Portal_Valid_From__c` (Date)
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- `Portal_Valid_Until__c` (Date)
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- Eligibility (Internet)
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- `Portal_Eligibility_Dwelling__c` (Picklist: Home | Apartment | Any)
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- `Portal_Eligibility_Tier__c` (Picklist: 1G | 100Mb | Any)
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- `Portal_Eligibility_Region__c` (Text)
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- Terms & options
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- `Portal_Billing_Cycle__c` (Picklist)
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- `Portal_Max_Quantity__c` (Number)
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- `Portal_Requires_Payment_Method__c` (Checkbox)
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- (Avoid using configurable options for pricing; see Replica Product Strategy below)
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- WHMCS mapping
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- `WHMCS_Product_Id__c` (Number)
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- `WHMCS_Notes_Template__c` (Long Text)
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- `eSIM_Settings_JSON__c` (Long Text)
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### PricebookEntry
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- Use a dedicated “Portal” pricebook; ensure entries exist for all visible Product2 records
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### Order (header)
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- Required
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- `AccountId`
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- `EffectiveDate`
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- `Status` (Pending Review)
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- `Order_Type__c` (Picklist: Internet | eSIM | SIM | VPN | Other)
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- Billing/Shipping snapshot (set on create; no ongoing sync)
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- `BillToContactId` (Lookup Contact)
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- `BillToStreet`
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- `BillToCity`
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- `BillToState`
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- `BillToPostalCode`
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- `BillToCountry`
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- `ShipToContactId` (Lookup Contact)
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- `ShipToStreet`
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- `ShipToCity`
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- `ShipToState`
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- `ShipToPostalCode`
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- `ShipToCountry`
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- Service configuration (since one Order = one service)
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- Source category → `Order_Type__c` is auto-set from `Product2.Portal_Category__c` of the main service SKU at checkout.
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- eSIM/SIM
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- `SIM_Type__c` (Picklist: Physical SIM | eSIM)
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- `EID__c` (Text; masked; required when SIM_Type\_\_c = eSIM)
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- MNP (port-in)
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- `MNP_Application__c` (Checkbox)
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- `MNP_Reservation_Number__c` (Text, 10)
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- `MNP_Expiry_Date__c` (Date)
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- `MNP_Phone_Number__c` (Text, 11)
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- `Porting_LastName_Kanji__c` (Text)
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- `Porting_FirstName_Kanji__c` (Text)
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- `Porting_LastName_Katakana__c` (Text)
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- `Porting_FirstName_Katakana__c` (Text)
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- `Porting_Gender__c` (Picklist: Male | Female | Corporate/Other)
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- `Porting_DateOfBirth__c` (Date)
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- `MVNO_Account_Number__c` (Text)
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- Internet (service line config)
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- `Internet_Plan_Tier__c` (Picklist: Platinum_Gold | Silver)
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- `Access_Mode__c` (Picklist: IPoE‑HGW | IPoE‑BYOR | PPPoE)
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- `Service_Speed__c` (Text, e.g., "1Gbps")
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- Installation (separate line derived from these)
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- `Installment_Plan__c` (Picklist: One‑time | 12‑Month | 24‑Month)
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- `Installment_Months__c` (Number: 0 | 12 | 24)
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- `Weekend_Install__c` (Checkbox)
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- Provisioning & results
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- `Activation_Status__c` (Not Started | Activating | Activated | Failed)
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- `Activation_Type__c` (Picklist: Immediate | Scheduled)
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- `Activation_Scheduled_At__c` (Date/Time; required when Activation_Type\_\_c = Scheduled)
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- `Activation_Error_Code__c` (Text)
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- `Activation_Error_Message__c` (Text)
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- `WHMCS_Order_ID__c` (Text/Number)
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- `Last_Activation_At__c` (Datetime)
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- `Activation_Attempt_Count__c` (Number)
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### OrderItem (line)
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- Standard
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- `OrderId`
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- `Product2Id`
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- `PricebookEntryId`
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- `Quantity`
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- `UnitPrice`
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- Custom
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- `Billing_Cycle__c` (Picklist)
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- `ConfigOptions_JSON__c` (Long Text) (optional; not used for pricing)
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- `Item_Type__c` (Picklist: Service | Installation | Add‑on)
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Notes
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- Since one Order represents one service, all service configuration fields live on the Order header. OrderItems are generated from the header:
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- Item_Type = Service: Product2 = main service SKU; Billing_Cycle\_\_c typically Monthly.
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- Item_Type = Installation: Product2 = installation SKU selected from `Installment_Plan__c`/`Weekend_Install__c`; Billing_Cycle\_\_c = Onetime or Monthly (for installments).
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- Item_Type = Add‑on (e.g., Hikari Denwa): separate OrderItem with its own Product2.
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## WHMCS
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### Users & Clients (created on signup)
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- Create WHMCS User (User-level identity and login)
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- `firstname` ← portal signup `firstName`
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- `lastname` ← portal signup `lastName`
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- `email` ← portal signup `email`
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- `password` ← portal signup `password`
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- Create WHMCS Client (billing profile)
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- `firstname` ← portal signup `firstName`
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- `lastname` ← portal signup `lastName`
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- `email` ← portal signup `email`
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- `phonenumber?` ← portal signup `phone?`
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- `companyname?` ← portal signup `company?`
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- Link User ↔ Client
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- `user_id` ← created User id
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- `client_id` ← created Client id
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- Set Client address
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- `address1` ← portal address `street`
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- `address2` ← portal address `addressLine2`
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- `city` ← portal address `city`
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- `state` ← portal address `state`
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- `postcode` ← portal address `postalCode`
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- `country` (ISO 2-letter) ← portal address `country`
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- Set Client custom field
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- `CustomerNumber` (id/name to confirm) ← Salesforce Account Customer Number (provided via SF Number)
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- Payment methods
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- Managed in WHMCS UI; portal uses SSO and checks via `GetPayMethods`; no PAN stored in portal
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### Orders & provisioning
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- Replica Product Strategy (preferred)
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- Each sellable SKU is its own Product2 and WHMCS product (e.g., Internet Platinum vs Silver, IPoE‑HGW vs BYOR, Installment plan variants, Hikari Denwa, etc.).
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- Pricing and terms come from the chosen product; we avoid config option–based pricing.
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- AddOrder (parameters used)
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- `clientid` ← portal mapping `sfAccountId` → `whmcsClientId`
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- `pid[]` ← for each OrderItem (Service/Installation/Add‑on) `Product2.WHMCS_Product_Id__c`
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- `billingcycle` ← OrderItem `Billing_Cycle__c`
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- `promocode?` ← Salesforce `Order.Promo_Code__c` or line-level
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- `notes` ← include `sfOrderId=<Salesforce Order Id>`
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- `noinvoice?` ← typically `0`
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- `noemail?` ← typically `0`
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- (Gateway) We do not pass `paymentmethod`; WHMCS uses the client's default gateway/payment method on file.
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- AcceptOrder (no body fields; runs against created order)
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- Results → Salesforce
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- `orderid` → `Order.WHMCS_Order_ID__c`
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### Invoices & pay methods
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- GetInvoices (surface in portal)
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- `clientid` ← portal mapping `whmcsClientId`
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- filters as needed (date/status)
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- GetPayMethods (gate checkout)
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- `clientid` ← portal mapping `whmcsClientId`
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- SSO links (open WHMCS UI)
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- invoice view/pay/download, payment methods screen
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## Portal BFF
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- Mappings table
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- `userId`, `whmcsClientId`, `sfAccountId`, timestamps
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- Orchestration record (internal)
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- `sfOrderId`, `status`, `items/config`, `whmcsOrderId?`, `whmcsServiceIds?`, idempotency keys, timestamps
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## Mappings Summary
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- Order header → WHMCS
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- `sfOrderId` goes into WHMCS `notes` for idempotency tracing
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- `AccountId` resolves to `clientid` via mapping table
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- OrderItem line → WHMCS
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- `Product2.WHMCS_Product_Id__c` → `pid[]`
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- `OrderItem.Billing_Cycle__c` → `billingcycle`
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- Identity/porting fields (EID, MNP, MVNO, etc.) live on Order and are used only for activation API, not stored in WHMCS
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- Price mapping: Product2 encodes plan tier/access mode/apt type in the SKU; we select the corresponding `PricebookEntry` in the Portal pricebook.
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- Post-provisioning write-back
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- `WHMCS_Order_ID__c` on Order; `WHMCS_Service_ID__c` on each OrderItem
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## Business Rules (data implications)
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- Home Internet address
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- Billing address equals service address; no separate service address fields in portal.
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- Snapshot billing to Order BillTo\* at checkout; do not sync ongoing changes to Salesforce.
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- Single Internet per account
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- Enforced in BFF: before creating an Order with Internet Product2, check WHMCS `GetClientsProducts` for existing Internet services (active/pending/suspended).
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- Optional SF guardrail: validation/Flow prevents OrderItem with Internet Product2 when account already has an Internet service (based on WHMCS write-backs or nightly sync).
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- One fulfillment type per Order
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- BFF groups cart items by fulfillment type and creates separate Orders (e.g., one for eSIM, one for Home Internet) so Order-level activation fields remain consistent.
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