Prospect to Customer Conversion Flow

Oversigt over konverteringsprocessen fra Salg til Kunde

flowchart TD
    Start([Start: convertToCustomer]) --> Verify{Skip Market<br/>Verification?}
    Verify -->|No| MarketVerify[Verify Prospect Delivery<br/>with Market Service]
    Verify -->|Yes| PrepareData
    MarketVerify --> PrepareData
    
    PrepareData[Prepare Customer Data<br/>from Prospect] --> FindCustomer{Find Existing Customer}
    
    FindCustomer --> CheckAltNo{Has alternative_<br/>customer_number?}
    CheckAltNo -->|Yes| SearchAltNo[Search by<br/>alternative_customer_number]
    CheckAltNo -->|No| CheckCustNo
    
    SearchAltNo --> CustomerFound{Found?}
    
    CheckCustNo{Has customer_<br/>number?} -->|Yes| SearchCustNo[Search by<br/>customer_number]
    CheckCustNo -->|No| CheckCVR
    
    SearchCustNo --> CreateWithNo[Create new Customer<br/>with given customer_number]
    
    CheckCVR{Has CVR?} -->|Yes| CheckDummyCVR{Is Dummy CVR?<br/>11111111/00000000}
    CheckCVR -->|No| CheckCPR
    
    CheckDummyCVR -->|Yes| NewCustomer[New Customer Instance]
    CheckDummyCVR -->|No| SearchCVR[Search by CVR]
    SearchCVR --> CustomerFound
    
    CheckCPR{Has CPR?<br/>birthdate + last 4} --> CheckDummyCPR{Is Dummy CPR?<br/>1111/0000/xxxx}
    CheckDummyCPR -->|Yes| NewCustomer
    CheckDummyCPR -->|No| SearchCPR[Search by<br/>birthdate + cpr_last_four]
    SearchCPR --> CustomerFound
    
    CustomerFound -->|Found| ExistingCustomer[Use Existing Customer]
    CustomerFound -->|Not Found| NewCustomer
    CreateWithNo --> NewCustomer
    
    ExistingCustomer --> UpdateCustomer{Update Customer Data}
    NewCustomer --> UpdateCustomer
    
    UpdateCustomer --> IsNew{Is New<br/>Customer?}
    IsNew -->|Yes| GenerateNo[Generate customer_number<br/>Generate password<br/>Set newsletter preference]
    IsNew -->|No| KeepExisting[Keep existing<br/>customer_number & password]
    
    GenerateNo --> UpdateFields
    KeepExisting --> UpdateFields[Update fields if dummy/null:<br/>- CPR if dummy<br/>- CVR if dummy/null<br/>- Alternative CPR if dummy<br/>- industry_code if null<br/>- customer_type if null]
    
    UpdateFields --> SaveCustomer[Save Customer]
    SaveCustomer --> HandleAddress
    
    HandleAddress{Handle Address} --> CheckDAR{Same DAR<br/>reference?}
    CheckDAR -->|Yes & Customer exists| ReuseAddr[Reuse Customer's<br/>existing address]
    CheckDAR -->|No| CreateAddr[Create new Address]
    
    ReuseAddr --> CheckAltAddr
    CreateAddr --> CheckAltAddr
    
    CheckAltAddr{Has alternative_<br/>address in sale?} -->|Yes| CreateAltAddr[Create new Alternative<br/>Address record]
    CheckAltAddr -->|No| NoAltAddr[No alternative address]
    
    CreateAltAddr --> DecideAgreement
    NoAltAddr --> DecideAgreement
    
    DecideAgreement{Decide Agreement} --> CheckAgrNo{agreement.number<br/>value?}
    
    CheckAgrNo -->|null| CreateNewAgr
    CheckAgrNo -->|'new'| CreateNewAgr
    CheckAgrNo -->|'use_latest'| HasAgreements{Customer has<br/>agreements?}
    CheckAgrNo -->|specific number| AgrExists{Agreement<br/>exists?}
    
    HasAgreements -->|Yes| ReuseLatest[Reuse latest<br/>standard agreement]
    HasAgreements -->|No| CreateNewAgr
    
    AgrExists -->|Yes| ReuseSpecific[Reuse specific<br/>agreement]
    AgrExists -->|No| CreateNewAgr[Create New Agreement]
    
    CreateNewAgr --> SetReminderNew{Set reminder_template}
    SetReminderNew -->|'use_latest'| UseConfig[Use config default]
    SetReminderNew -->|Other| UseSale[Use from sale or config]
    
    UseConfig --> NewAgrData[New Agreement Data:<br/>- billing_interval<br/>- binding_period<br/>- payment_term<br/>- billing_type<br/>- reminder_template<br/>etc.]
    UseSale --> NewAgrData
    
    NewAgrData --> UseAltAddr{Has alternative_<br/>address?}
    UseAltAddr -->|Yes| SetBillingAlt[Set billing address to<br/>alternative address]
    UseAltAddr -->|No| SetBillingMain[Set billing address to<br/>main address]
    
    SetBillingAlt --> AddToAgreement
    SetBillingMain --> AddToAgreement
    
    ReuseLatest --> KeepAgrSettings[Keep existing<br/>agreement settings<br/>including reminder_template]
    ReuseSpecific --> KeepAgrSettings
    
    KeepAgrSettings --> AddToAgreement[Add to Agreement:<br/>- Subscriptions<br/>- Collection Subscriptions<br/>- Delivery<br/>- Product Timeline]
    
    AddToAgreement --> CheckBank{Should create<br/>bank account?}
    
    CheckBank -->|Customer has no<br/>bank accounts &<br/>sale has bank data| CreateBank[Create Bank Account]
    CheckBank -->|Customer already<br/>has bank account| SkipBank[Skip bank account]
    CheckBank -->|No bank data<br/>in sale| SkipBank
    
    CreateBank --> CopyLogs
    SkipBank --> CopyLogs[Copy logs from<br/>prospect to customer]
    
    CopyLogs --> MarkTransferred[Mark prospect as<br/>transferred_at = now]
    
    MarkTransferred --> FireEvents[Fire Events:<br/>- ConvertedToCustomer<br/>- CustomerCreatedEvent]
    
    FireEvents --> End([Return Customer])
    
    style Start fill:#e1f5e1
    style End fill:#e1f5e1
    style NewCustomer fill:#ffe1e1
    style ExistingCustomer fill:#e1e5ff
    style CreateNewAgr fill:#fff4e1
    style ReuseLatest fill:#e1f5ff
    style ReuseSpecific fill:#e1f5ff

Nøgleregler

Kunde-matching (prioriteret rækkefølge)

1. alternative_customer_number → firstOrNew
2. customer_number → firstOrNew (opretter ny med dette nummer hvis ikke fundet)
3. CVR (ikke dummy) → firstOrNew
4. CPR (ikke dummy) → firstOrNew
5. Dummy-værdier → Opret altid ny kunde

Dummy-værdier

• CVR dummy: 11111111, 00000000
• CPR dummy: 1111, 0000, xxxx, null
• Fødselsdato dummy: 111111, 000000, xxxxxx, null

Aftale-logik

• Ny aftale oprettes hvis: null, 'new', kunde har ingen aftaler, eller specifikt nummer ikke findes
• Aftale genbruges hvis: 'use_latest' eller specifikt eksisterende aftalenummer
• Ved genbrug: reminder_template og andre indstillinger forbliver uændrede
• Ved ny aftale: reminder_template sættes fra salg eller config

Adresse-logik

• Hovedadresse genbruges kun hvis samme DAR-reference
• Alternativ adresse oprettes altid som ny record hvis angivet i salg
• Ved ny aftale: Alternativ adresse bruges som billing-adresse
• Ved genbrugt aftale: Alternativ adresse oprettes men bruges ikke

Bankkonto

• Oprettes kun hvis kunde IKKE har nogen bankkonti og salget har bankdata
• Eksisterende bankkonti genbruges altid