# Phase 1 Backend - COMPLETE ✅

## Summary

Phase 1 backend implementation is now complete! The system now supports two types of wholesale partners (Local and International) with different document requirements.

## What Was Implemented

### 1. Database Structure ✅
- Added `wholesale_partner_type` column to customers table
- Updated `customer_documents` table to support multiple document types
- Migrations tested and applied successfully

### 2. Configuration ✅
- Created `config/wholesale.php` with:
  - Partner type definitions (local/international)
  - 10 required documents for local partners
  - 7 required documents for international partners
  - File upload settings and validation rules

### 3. Models ✅
- **CustomerDocument Model**: Full CRUD with Odoo integration
- **Customer Model**: Enhanced with document management methods
  - `hasAllRequiredDocuments()`
  - `getMissingDocuments()`
  - `getDocumentsByType()`

### 4. Services ✅
- **DocumentUploadService**: Complete document management
  - Single and batch upload
  - Automatic Odoo attachment upload
  - File validation (size, type)
  - Error handling and logging

### 5. Controllers ✅
- **AuthController**: Updated wholesale registration
  - Handles multiple document uploads
  - Supports wholesale_partner_type field
  - Uploads documents to Odoo
  - Enhanced logging

- **CustomerDocumentController**: New API endpoints
  - List documents
  - Upload document
  - Download document
  - Delete document
  - Get required documents list

### 6. API Routes ✅
```
GET    /api/documents                    - List all documents
POST   /api/documents                    - Upload document
GET    /api/documents/required           - Get required documents
GET    /api/documents/{id}               - Download document
DELETE /api/documents/{id}               - Delete document
```

### 7. Email Notifications ✅
- **WholesaleRegistrationNotification**: Enhanced email
  - Shows partner type (Local/International)
  - Lists all uploaded documents with status
  - Shows missing documents
  - Attaches all documents to email
  - Uploads documents to Odoo

- **Email Template**: Updated with:
  - Partner type badge
  - Document checklist with upload status
  - Missing documents alert
  - Enhanced approval checklist

## Document Requirements

### Local Partners (In-Country) - 10 Documents
1. Company Profile
2. CR14
3. Certificate of Incorporation
4. Tax Clearance
5. Director National ID #1 (up to 2 files)
6. Director National ID #2 (up to 2 files)
7. Director Proof of Residence #1
8. Director Proof of Residence #2
9. ZIMRA Registration Certificate
10. POTRAZ License

### International Partners - 7 Documents
1. Certificate of Incorporation or Business Registration
2. Articles of Association or Memorandum of Association
3. Identification Documents of Shareholders (up to 10 files)
4. List of Directors
5. Tax Identification Number (TIN)
6. NDA Document
7. MSA Document

## File Upload Specifications
- **Max file size**: 10MB per file
- **Allowed types**: PDF, JPG, JPEG, PNG, DOC, DOCX
- **Storage**: `storage/app/public/customer_documents/{customer_id}/`
- **Odoo**: Automatically uploaded as attachments to res.partner

## API Request Format

### Registration with Documents
```http
POST /api/auth/register
Content-Type: multipart/form-data

Fields:
- name
- email
- phone
- company_name
- type: "wholesale"
- wholesale_partner_type: "local" or "international"
- password
- ... (other fields)

Files (for local partners):
- document_company_profile
- document_cr14
- document_certificate_of_incorporation
- document_tax_clearance
- document_director_id_1
- document_director_id_2
- document_director_residence_1
- document_director_residence_2
- document_zimra_certificate
- document_potraz_license

Files (for international partners):
- document_certificate_of_incorporation
- document_articles_of_association
- document_shareholder_ids
- document_directors_list
- document_tax_identification
- document_nda_document
- document_msa_document
```

### Upload Additional Document
```http
POST /api/documents
Content-Type: multipart/form-data
Authorization: Bearer {token}

Fields:
- document_type: "company_profile"
- file: (binary)
```

### Get Required Documents
```http
GET /api/documents/required
Authorization: Bearer {token}

Response:
{
  "success": true,
  "partner_type": "local",
  "required_documents": [
    {
      "type": "company_profile",
      "label": "Company Profile",
      "description": "Detailed company profile document",
      "required": true,
      "max_files": 1,
      "uploaded": true,
      "upload_count": 1
    },
    ...
  ],
  "missing_documents": [],
  "all_uploaded": true
}
```

## Odoo Integration

### Partner Record
- Custom field: `x_wholesale_partner_type` (local/international)
- Documents uploaded as `ir.attachment` records
- Linked to `res.partner` via `res_model` and `res_id`
- Document type included in attachment description

### Email to Admin
- Sent to `COMPANY_MAIL` environment variable
- Includes partner type in subject
- Lists all documents with upload status
- Attaches all documents
- Shows missing documents alert
- Direct link to Odoo partner record

## Testing Checklist

### Local Partner Registration
- [ ] Register with wholesale_partner_type="local"
- [ ] Upload all 10 required documents
- [ ] Verify documents saved to database
- [ ] Verify documents uploaded to storage
- [ ] Verify documents uploaded to Odoo
- [ ] Verify email sent with all attachments
- [ ] Check Odoo partner record has attachments

### International Partner Registration
- [ ] Register with wholesale_partner_type="international"
- [ ] Upload all 7 required documents
- [ ] Verify documents saved to database
- [ ] Verify documents uploaded to storage
- [ ] Verify documents uploaded to Odoo
- [ ] Verify email sent with all attachments
- [ ] Check Odoo partner record has attachments

### Document Management
- [ ] List documents via API
- [ ] Upload additional document
- [ ] Download document
- [ ] Delete document
- [ ] Get required documents list
- [ ] Check missing documents

## Files Created/Modified

### Created:
1. `database/migrations/2026_02_26_123138_add_wholesale_partner_type_to_customers_table.php`
2. `database/migrations/2026_02_26_123606_update_customer_documents_for_wholesale_partners.php`
3. `config/wholesale.php`
4. `app/Models/CustomerDocument.php`
5. `app/Services/DocumentUploadService.php`
6. `app/Http/Controllers/API/CustomerDocumentController.php`

### Modified:
1. `app/Models/Customer.php`
2. `app/Http/Controllers/API/AuthController.php`
3. `app/Mail/WholesaleRegistrationNotification.php`
4. `resources/views/emails/wholesale-registration.blade.php`
5. `routes/api.php`

## Next Steps - Phase 2 (Frontend)

1. **Update Registration Form**
   - Add tabs for Local/International selection
   - Conditional document fields based on partner type
   - Multiple file upload component

2. **Create Document Upload Component**
   - Drag & drop interface
   - File validation
   - Upload progress
   - Preview and remove

3. **Update Registration Flow**
   - Show required documents list
   - Track upload progress
   - Show missing documents
   - Validation before submit

4. **Document Management Page**
   - View uploaded documents
   - Upload additional documents
   - Download documents
   - Delete documents

## Environment Variables

Add to `.env`:
```env
# Already exists
COMPANY_MAIL=your-admin-email@company.com

# File upload limits (optional, defaults in config)
WHOLESALE_MAX_FILE_SIZE=10485760  # 10MB in bytes
```

## Configuration

All document requirements and upload settings are in `config/wholesale.php`. To modify:
- Document types and labels
- Required vs optional documents
- Max files per document type
- File size limits
- Allowed file types

## Support

For issues or questions:
- Check logs: `storage/logs/laravel.log`
- Review Odoo attachments in partner record
- Verify file permissions on storage directory
- Check email queue for failed notifications

---

**Status**: ✅ Phase 1 Complete - Ready for Frontend Implementation
**Last Updated**: 2026-02-26