proxmox/scripts/omnl/omnl-entity-data-apply.sh

#!/usr/bin/env bash
# OMNL Fineract — Apply entity master data (name, LEI, address, contacts) to clients.
# Reads OMNL_ENTITY_MASTER_DATA.json; maps by accountNo to clientId; updates names, identifiers (LEI), addresses, contacts.
# Usage: run from repo root; sources omnl-fineract/.env or .env.
#   ENTITY_DATA=<path>  JSON entity data (default: docs/04-configuration/mifos-omnl-central-bank/OMNL_ENTITY_MASTER_DATA.json)
#   DRY_RUN=1           print only, do not PUT/POST.
#   OMNL_CLIENTS_PAGE_LIMIT=200   page size when listing clients (default 200).
#   OMNL_CLIENT_ID_OVERRIDES='{"1":"123"}'  map entity clientNumber -> Fineract client id when accountNo/externalId miss.
#   OMNL_LEI_CLIENT_ID_OVERRIDE=123  legacy: same as overrides for clientNumber 1 only.
# Requires: curl, jq.

set -euo pipefail
REPO_ROOT="${REPO_ROOT:-$(cd "$(dirname "${BASH_SOURCE[0]}")/../.." && pwd)}"
DRY_RUN="${DRY_RUN:-0}"
ENTITY_DATA="${ENTITY_DATA:-${REPO_ROOT}/docs/04-configuration/mifos-omnl-central-bank/OMNL_ENTITY_MASTER_DATA.json}"

# shellcheck source=lib/omnl-fineract-common.sh
source "${REPO_ROOT}/scripts/omnl/lib/omnl-fineract-common.sh"

if [ ! -f "$ENTITY_DATA" ]; then
  echo "Entity data file not found: $ENTITY_DATA" >&2
  exit 1
fi

omnl_fineract_load_env
omnl_fineract_init_curl || exit 1

# Resolve clientId by accountNo (000000001 -> id)
get_client_id_by_account() {
  local account_no="$1"
  local clients_json="$2"
  if echo "$clients_json" | jq -e '.pageItems' >/dev/null 2>&1; then
    echo "$clients_json" | jq -r --arg an "$account_no" '.pageItems[] | select(.accountNo == $an) | .id'
  else
    echo "$clients_json" | jq -r --arg an "$account_no" '.[] | select(.accountNo == $an) | .id'
  fi
}

# Resolve clientId by externalId (e.g. OMNL-9) when accountNo not found
get_client_id_by_external_id() {
  local ext_id="$1"
  local clients_json="$2"
  if echo "$clients_json" | jq -e '.pageItems' >/dev/null 2>&1; then
    echo "$clients_json" | jq -r --arg e "$ext_id" '.pageItems[] | select(.externalId == $e) | .id'
  else
    echo "$clients_json" | jq -r --arg e "$ext_id" '.[] | select(.externalId == $e) | .id'
  fi
}

clients_json=$(omnl_fineract_fetch_all_clients_pageitems)
if ! echo "$clients_json" | jq -e '.pageItems' >/dev/null 2>&1; then
  echo "Unexpected clients response (no pageItems)." >&2
  exit 1
fi
_client_total=$(echo "$clients_json" | jq '.pageItems | length')
if [ "$_client_total" -eq 0 ] 2>/dev/null; then
  echo "Note: Fineract returned 0 clients. Use ./scripts/omnl/omnl-list-clients.sh to confirm; set OMNL_CLIENT_ID_OVERRIDES or recreate clients." >&2
fi

entity_count=$(jq -r '.entities | length' "$ENTITY_DATA")
updated_names=0
updated_lei=0
updated_address=0
updated_contact=0

for i in $(seq 0 $((entity_count - 1))); do
  entity=$(jq -c ".entities[$i]" "$ENTITY_DATA")
  client_num=$(echo "$entity" | jq -r '.clientNumber')
  account_no=$(echo "$entity" | jq -r '.accountNo')
  entity_name=$(echo "$entity" | jq -r '.entityName')
  lei=$(echo "$entity" | jq -r '.lei // ""')
  mobile=$(echo "$entity" | jq -r '.contact.mobileNo // ""')
  email=$(echo "$entity" | jq -r '.contact.emailAddress // ""')

  client_id=$(get_client_id_by_account "$account_no" "$clients_json")
  if [ -z "$client_id" ] || [ "$client_id" = "null" ]; then
    client_id=$(get_client_id_by_external_id "OMNL-${client_num}" "$clients_json")
  fi
  if { [ -z "$client_id" ] || [ "$client_id" = "null" ]; } && [ -n "${OMNL_CLIENT_ID_OVERRIDES:-}" ]; then
    client_id=$(echo "$OMNL_CLIENT_ID_OVERRIDES" | jq -r --arg n "$client_num" '.[$n] // empty' 2>/dev/null || true)
    if [ "$client_id" = "null" ]; then client_id=""; fi
  fi
  if { [ -z "$client_id" ] || [ "$client_id" = "null" ]; } && [ "$client_num" = "1" ] && [ -n "${OMNL_LEI_CLIENT_ID_OVERRIDE:-}" ]; then
    client_id="${OMNL_LEI_CLIENT_ID_OVERRIDE}"
  fi
  if [ -z "$client_id" ] || [ "$client_id" = "null" ]; then
    echo "Skip: no client with accountNo=$account_no or externalId=OMNL-$client_num (try OMNL_CLIENT_ID_OVERRIDES or ./scripts/omnl/omnl-list-clients.sh)" >&2
    continue
  fi

  echo "=== Client $client_num (id=$client_id) $entity_name ===" >&2

  # 1. Name (lastname non-blank required by tenant validation)
  payload_name=$(jq -n --arg f "$entity_name" --arg l "." '{ firstname: $f, lastname: $l }')
  if [ "$DRY_RUN" = "1" ]; then
    echo "  [DRY RUN] PUT clients/${client_id} name=$entity_name" >&2
  else
    res=$(curl "${CURL_OPTS[@]}" -X PUT -d "$payload_name" "${BASE_URL}/clients/${client_id}" 2>/dev/null) || true
    if echo "$res" | jq -e '.resourceId // .clientId' >/dev/null 2>&1; then
      ((updated_names++)) || true
    fi
  fi

  # 2. LEI identifier (if lei non-empty)
  if [ -n "$lei" ] && [ "$lei" != "null" ]; then
    if [ "$DRY_RUN" != "1" ] && omnl_fineract_client_has_document_key "$client_id" "$lei"; then
      echo "  LEI already on client: $lei (skip POST)" >&2
    else
      lei_type_id=$(omnl_fineract_get_lei_document_type_id "$client_id")
      if [ -n "$lei_type_id" ] && [ "$lei_type_id" != "null" ]; then
        payload_lei=$(jq -n --arg key "$lei" --argjson typeId "$lei_type_id" '{ documentKey: $key, documentTypeId: $typeId, description: "LEI", status: "Active" }')
        if [ "$DRY_RUN" = "1" ]; then
          echo "  [DRY RUN] POST clients/${client_id}/identifiers LEI=$lei" >&2
        else
          res=$(curl "${CURL_OPTS[@]}" -X POST -d "$payload_lei" "${BASE_URL}/clients/${client_id}/identifiers" 2>/dev/null) || true
          if echo "$res" | jq -e '.resourceId // .clientId' >/dev/null 2>&1; then
            ((updated_lei++)) || true
          fi
        fi
      else
        echo "  Skip LEI: no LEI document type in tenant (add via Admin or codes)" >&2
      fi
    fi
  fi

  # 3. Address (if any address field set and countryId present)
  country_id=$(echo "$entity" | jq -r '.address.countryId // empty')
  street=$(echo "$entity" | jq -r '.address.street // ""')
  line1=$(echo "$entity" | jq -r '.address.addressLine1 // ""')
  city=$(echo "$entity" | jq -r '.address.city // ""')
  if [ -n "$country_id" ] && [ "$country_id" != "null" ] && { [ -n "$street" ] || [ -n "$line1" ] || [ -n "$city" ]; }; then
    payload_addr=$(echo "$entity" | jq -c '
      .address | {
        street: (.street // ""),
        addressLine1: (.addressLine1 // ""),
        addressLine2: (.addressLine2 // ""),
        addressLine3: (.addressLine3 // ""),
        city: (.city // ""),
        postalCode: (if .postalCode != null and .postalCode != "" then .postalCode else "" end),
        countryId: .countryId,
        isActive: true
      } + (if .stateProvinceId != null and .stateProvinceId != "" then { stateProvinceId: .stateProvinceId } else {} end)
    ')
    if [ "$DRY_RUN" = "1" ]; then
      echo "  [DRY RUN] POST client/${client_id}/addresses" >&2
    else
      res=$(curl "${CURL_OPTS[@]}" -X POST -d "$payload_addr" "${BASE_URL}/client/${client_id}/addresses" 2>/dev/null) || true
      if echo "$res" | jq -e '.resourceId // .addressId' >/dev/null 2>&1; then
        ((updated_address++)) || true
      fi
    fi
  fi

  # 4. Contact (mobileNo, emailAddress) via PUT client
  if [ -n "$mobile" ] || [ -n "$email" ]; then
    payload_contact=$(jq -n --arg m "$mobile" --arg e "$email" '{ mobileNo: $m, emailAddress: $e }')
    if [ "$DRY_RUN" = "1" ]; then
      echo "  [DRY RUN] PUT clients/${client_id} contact mobile=$mobile email=$email" >&2
    else
      res=$(curl "${CURL_OPTS[@]}" -X PUT -d "$payload_contact" "${BASE_URL}/clients/${client_id}" 2>/dev/null) || true
      if echo "$res" | jq -e '.resourceId // .clientId' >/dev/null 2>&1; then
        ((updated_contact++)) || true
      fi
    fi
  fi
done

echo "Done: names=$updated_names, LEI=$updated_lei, addresses=$updated_address, contacts=$updated_contact" >&2