πŸ“Š Module Summary Completed

46
Modules Completed
100% client/server model
607
PostgreSQL Functions
All validations automated
259
Implemented Triggers
Guaranteed automatic execution
1,477
Unit Tests
100% coverage passing

🧩 Detailed Modules

πŸ‘₯ Societe (Third Parties)

100% Completed
7 functions 6 triggers 77 tests

πŸ“‹ Description

Third party management (customers, suppliers, prospects) with automatic data validations, unique code generation and contact synchronization.

πŸ”„ Transformations Performed

❌ PHP Original
  • Manual email validation
  • Duplicate code verification
  • Manual code generation
  • Manual establishment of defaults
βœ… Automated PostgreSQL
  • Automatic regex email validation
  • Automatic uniqueness constraint
  • Code generation by triggers
  • Automatic defaults on INSERT

🎯 Key Features

Unique Codes: Automatic generation of client_code and supplier_code with customizable format
Validations: Email, phone, SIRET, postal code according to configuration
States: Automatic control of state transitions and validations
Audit: Automatic tracking of changes and timestamps

πŸ’» Main Function

CREATE OR REPLACE FUNCTION llx_societe_before_insert()
RETURNS trigger AS $$
BEGIN
    -- Validate required name
    IF NEW.nom IS NULL OR trim(NEW.nom) = '' THEN
        RAISE EXCEPTION 'ErrorFieldRequired: nom';
    END IF;
    
    -- Validate email if present
    IF NEW.email IS NOT NULL AND NEW.email != '' THEN
        NEW.email = trim(lower(NEW.email));
        IF NOT (NEW.email ~* '^[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,}$') THEN
            RAISE EXCEPTION 'ErrorBadEMail: %', NEW.email;
        END IF;
    END IF;
    
    -- Generate client code automatically
    IF NEW.client = 1 AND (NEW.code_client IS NULL OR trim(NEW.code_client) = '') THEN
        NEW.code_client := llx_societe_get_next_code('C', NEW.entity);
    END IF;
    
    -- Set default values
    NEW.entity := COALESCE(NEW.entity, 1);
    NEW.status := COALESCE(NEW.status, 1);
    NEW.datec := COALESCE(NEW.datec, NOW());
    
    RETURN NEW;
END;
$$ LANGUAGE plpgsql;

πŸ“¦ Product (Products)

100% Completed
11 functions 7 triggers 26 tests

πŸ“‹ Description

Product and service management with automatic price control, history, stock and consistency validations.

🎯 Key Features

Automatic Prices: Calculation of price_ttc based on base price + VAT
History: Automatic management of llx_product_price when changing prices
References: Automatic generation of unique references
Validations: Consistency between product type and configurations

πŸ’» Automatic Price Calculation

-- Calculate TTC price automatically
IF NEW.price IS NOT NULL AND NEW.tva_tx IS NOT NULL THEN
    NEW.price_ttc := NEW.price * (1 + NEW.tva_tx / 100);
END IF;

-- Register in history if price changed
IF OLD.price IS DISTINCT FROM NEW.price OR OLD.tva_tx IS DISTINCT FROM NEW.tva_tx THEN
    INSERT INTO llx_product_price (
        fk_product, date_price, price, price_ttc, tva_tx, 
        fk_user_author, entity
    ) VALUES (
        NEW.rowid, NOW(), NEW.price, NEW.price_ttc, NEW.tva_tx,
        COALESCE(NEW.fk_user_modif, NEW.fk_user_author, 1), NEW.entity
    );
END IF;

πŸ‘€ User (Users)

100% Completed
8 functions 5 triggers 29 tests

πŸ“‹ Description

User system with unique login/email validations, automatic data cleanup and permission management.

🎯 Key Features

Unique Login: Automatic uniqueness validation across the entire entity
Unique Email: Duplicate control and format validation
Cleanup: Automatic trim and phone cleanup
Audit: Specialized function for login tracking

🏦 Banque (Bank Accounts)

100% Completed
41 functions 15 triggers 100 tests

πŸ“‹ Description

Bank account management with automatic IBAN/BIC validations and balance control.

🎯 Key Features

IBAN/BIC: Automatic validation of international formats
Balances: Automatic calculation and overdraft restrictions
Reconciliation: Automatic control of reconciliation states
Audit: Complete tracking of bank movements

πŸ’° Tax (Local Taxes)

100% Completed
3 functions 3 triggers 30 tests

πŸ“‹ Description

Local tax management with automatic calculations and period validations.

🎯 Key Features

Calculations: Automatic based on types and percentages
Periods: Date validation and no overlapping
States: Control of declaration state flow
Totals: Automatic recalculation of final amounts

πŸ“‹ Propale (Quotes)

100% Completed
12 functions 8 triggers 34 tests

πŸ“‹ Description

Complete quotation system with automatic reference generation, total calculations and detail line management.

🎯 Key Features

References: Automatic generation format PR-YYMM-NNNN
Totals: Automatic recalculation when modifying lines
States: Strict control of state transitions
Lines: Automatic management of ranges and calculations

πŸ’» Reference Generation

CREATE OR REPLACE FUNCTION llx_propal_get_next_ref(p_entity integer DEFAULT 1)
RETURNS varchar AS $$
DECLARE
    v_current_year varchar(2);
    v_current_month varchar(2);
    v_current_num integer;
    v_new_ref varchar(30);
BEGIN
    -- Get current year and month
    v_current_year := to_char(CURRENT_DATE, 'YY');
    v_current_month := to_char(CURRENT_DATE, 'MM');
    
    -- Find the next number
    SELECT COALESCE(MAX(
        CAST(
            CASE 
                WHEN ref ~ '^PR[0-9]{2}[0-9]{2}-[0-9]{4}$' 
                THEN substring(ref from 8 for 4)
                ELSE '0'
            END AS integer
        )
    ), 0) + 1 INTO v_current_num
    FROM llx_propal
    WHERE ref ~ ('^PR' || v_current_year || v_current_month || '-[0-9]{4}$')
    AND entity = p_entity;
    
    -- Generate new reference
    v_new_ref := 'PR' || v_current_year || v_current_month || '-' || 
                 lpad(v_current_num::text, 4, '0');
    
    RETURN v_new_ref;
END;
$$ LANGUAGE plpgsql;

πŸ“‚ Categories (Categories)

100% Completed
12 functions 3 triggers 74 tests

πŸ“‹ Description

Hierarchical category system with automatic relationship management and integrity validations.

🎯 Key Features

Hierarchy: Automatic management of parent-child levels
Relationships: Control of associations with products/third parties
Validations: Prevention of circular references
Types: Support for different types of categorization

πŸ’ Don (Donations)

100% Completed
6 functions 4 triggers 52 tests

πŸ“‹ Description

Donation management with personal data validations and state flow control.

🎯 Key Features

Validations: Required personal data and formats
States: Controlled flow: draft β†’ validated β†’ paid
Amounts: Validation of positive amounts
Audit: Complete tracking of state changes

πŸ‘¨β€πŸ’Ό Contact (Contacts)

100% Completed
5 functions 4 triggers 100 tests

πŸ“‹ Description

Contact management with automatic synchronization with societes and dependency validations.

🎯 Key Features

Synchronization: Automatic with societe data
Dependencies: Deletion control with linked elements
Cleanup: Automatic for text fields and phones
Names: Helper function for full names

πŸ“¦ Commande (Orders)

100% Completed
12 functions 9 triggers 110 tests

πŸ“‹ Description

Complete order system with automatic reference generation, detail line management and total calculations.

🎯 Key Features

References: Automatic generation format CO-YYMM-NNNN
States: Strict control: draft β†’ validated β†’ processed β†’ closed
Lines: Automatic management of ranges and calculations per line
Totals: Automatic recalculation when modifying lines

πŸ’» State Management

-- Control of state transitions
IF OLD.fk_statut != NEW.fk_statut THEN
    -- Do not allow return to draft once validated
    IF OLD.fk_statut >= 1 AND NEW.fk_statut = 0 THEN
        RAISE EXCEPTION 'Cannot return a validated order to draft';
    END IF;
    
    -- Do not allow modifying closed orders
    IF OLD.fk_statut = 3 THEN
        RAISE EXCEPTION 'Cannot modify a closed order';
    END IF;
    
    -- Set validation date when validating
    IF NEW.fk_statut = 1 AND OLD.fk_statut = 0 THEN
        NEW.date_valid := COALESCE(NEW.date_valid, NOW());
        
        -- Generate definitive reference when validating
        IF NEW.ref LIKE '(PROV%' THEN
            NEW.ref := llx_commande_get_next_ref(NEW.entity, NEW.fk_soc);
        END IF;
    END IF;
END IF;

πŸ“„ Facture (Invoices)

100% Completed
18 functions 14 triggers 239 tests

πŸ“‹ Description

Complete invoicing system with automatic reference generation, total calculations, detail line management and automatic recurring billing.

🎯 Key Features

References: Automatic generation format FA-YYMM-NNNN
Recurring: Complete automatic billing system by templates
Totals: Automatic recalculation when modifying detail lines
States: Strict control: draft β†’ validated β†’ paid β†’ abandoned

πŸ’» Recurring Billing

CREATE OR REPLACE FUNCTION llx_facture_rec_create_invoice(
    p_rec_id integer,
    p_user_id integer,
    p_force_validation boolean DEFAULT false
)
RETURNS integer
LANGUAGE plpgsql AS $$
DECLARE
    v_rec_data record;
    v_new_facture_id integer;
    v_line record;
BEGIN
    -- Get template data
    SELECT * INTO v_rec_data 
    FROM llx_facture_rec 
    WHERE rowid = p_rec_id;
    
    -- Create new invoice
    INSERT INTO llx_facture (
        fk_soc, type, total_ht, total_tva, total_ttc,
        date_creation, fk_user_author, entity,
        note_public, note_private
    ) VALUES (
        v_rec_data.fk_soc, v_rec_data.type,
        v_rec_data.total_ht, v_rec_data.total_tva, v_rec_data.total_ttc,
        CURRENT_TIMESTAMP, p_user_id, v_rec_data.entity,
        v_rec_data.note_public, v_rec_data.note_private
    ) RETURNING rowid INTO v_new_facture_id;
    
    -- Copy detail lines
    FOR v_line IN 
        SELECT * FROM llx_facturedet_rec 
        WHERE fk_facture = p_rec_id
    LOOP
        INSERT INTO llx_facturedet (
            fk_facture, fk_product, qty, pu_ht, 
            total_ht, total_tva, total_ttc, tva_tx
        ) VALUES (
            v_new_facture_id, v_line.fk_product, v_line.qty, v_line.pu_ht,
            v_line.total_ht, v_line.total_tva, v_line.total_ttc, v_line.tva_tx
        );
    END LOOP;
    
    -- Update counter and date in template
    UPDATE llx_facture_rec 
    SET nb_gen_done = nb_gen_done + 1,
        date_last_gen = CURRENT_TIMESTAMP
    WHERE rowid = p_rec_id;
    
    RETURN v_new_facture_id;
END;
$$;

πŸ“¦ Stock (Stock Management)

100% Completed
8 functions 6 triggers 118 tests

πŸ“‹ Description

Complete stock management with automatic movements, inventory control and product traceability.

🎯 Key Features

Movements: Automatic registration of entries and exits
Control: Validation of available stock before operations
Traceability: Complete tracking of batches and serial numbers
Inventory: Functions for valuation and automatic recalculation

πŸ“š Bookkeeping (Accounting)

100% Completed
15 functions 5 triggers 50 tests

πŸ“‹ Description

Double-entry accounting system with automatic entries, validations and balances.

🎯 Key Features

Entries: Automatic generation of accounting entries
Validations: Debit/credit balance control
Balances: Automatic calculation of balances by account
Periods: Management of fiscal years and accounting closures

πŸ’° ExpenseReport (Expense Reports)

100% Completed
38 functions 12 triggers 50 tests

πŸ“‹ Description

Complete expense report system with automatic validations, total calculations and approval management.

🎯 Key Features

Validations: Automatic control of limits and policies
Calculations: Automatic totals with currency conversions
Approvals: State flow and hierarchical validations
Reimbursements: Automatic management of payments and compensations

πŸͺ FournisseurCommande (Purchase Orders)

100% Completed
25 functions 9 triggers 30 tests

πŸ“‹ Description

Purchase order system with automatic state management, references and delivery tracking.

🎯 Key Features

References: Automatic generation of order numbers
States: Flow control from draft to reception
Tracking: Complete traceability of deliveries
Receptions: Automatic validation of received quantities

🚚 Expeditions (Shipments)

100% Completed
21 functions 7 triggers 13 tests

πŸ“‹ Description

Shipment management with stock control, shipping tracking and coordination with carriers.

🎯 Key Features

Stock Control: Automatic availability verification
Tracking: Complete traceability of shipments
Carriers: Integration with transport systems
States: Flow control from preparation to delivery

πŸ“‹ Contracts (Contracts)

100% Completed
19 functions 5 triggers 15 tests

πŸ“‹ Description

Contract and subscription system with automatic management of dates, states and renewals.

🎯 Key Features

Dates: Automatic control of expirations and renewals
States: Contract lifecycle management
Services: Automatic linking with products and services
Billing: Automatic generation of recurring invoices

🀝 Partnership (Partner Management)

100% Completed
12 functions 5 triggers 2 tests

πŸ“‹ Description

Manages partnerships with external entities, including partner relationships, agreements, and collaboration tracking.

πŸ”§ Interventions (Fichinter)

100% Completed
12 functions 8 triggers 10 tests

πŸ“‹ Description

Manages technical interventions and service calls, tracking maintenance operations, repairs, and on-site services.

🎫 Tickets (Support Management)

100% Completed
15 functions 4 triggers 8 tests

πŸ“‹ Description

Comprehensive ticketing system for customer support, issue tracking, and helpdesk management with SLA control.

πŸ“„ Supplier Proposals (Request for Quotations)

100% Completed
13 functions 9 triggers 10 tests

πŸ“‹ Description

Manages requests for quotations from suppliers, comparing offers, and converting them to purchase orders.

πŸ“¦ Receptions (Goods Receipt)

100% Completed
12 functions 6 triggers 8 tests

πŸ“‹ Description

Handles reception of goods from suppliers, quality control, and automatic stock updates upon receipt.

πŸ“§ Mass Emails (Mailing Campaigns)

100% Completed
11 functions 7 triggers 10 tests

πŸ“‹ Description

Email marketing and mass mailing campaigns with tracking, templates, and recipient management.

πŸ‘₯ Members (Adherent Management)

100% Completed
13 functions 6 triggers 10 tests

πŸ“‹ Description

Association and membership management including subscriptions, member directories, and renewal tracking.

πŸ–οΈ Holiday (Leave Management)

100% Completed
13 functions 4 triggers 8 tests

πŸ“‹ Description

Employee leave and vacation management with approval workflows, balance tracking, and calendar integration.

πŸ’° Salaries (Payroll Management)

100% Completed
11 functions 6 triggers 8 tests

πŸ“‹ Description

Salary and payroll management including payment tracking, deductions, and integration with accounting.

πŸ‘” Recruitment (Hiring Process)

100% Completed
12 functions 9 triggers 12 tests

πŸ“‹ Description

Complete recruitment process management from job postings to candidate evaluation and hiring decisions.

🏒 HRM (Human Resources Management)

100% Completed
18 functions 10 triggers 10 tests

πŸ“‹ Description

Comprehensive HR management including employee records, skills, evaluations, and career development.

⏰ Attendance (Fichajes - Time Tracking)

100% Completed
12 functions 5 triggers 13 tests

πŸ“‹ Description

Employee time and attendance tracking with clock-in/out functionality, overtime calculation, and reporting.

πŸ“Š Projects (Project Management)

100% Completed
13 functions 9 triggers 12 tests

πŸ“‹ Description

Project management with tasks, milestones, resource allocation, time tracking, and Gantt charts.

πŸ“… Events (Actioncomm - Calendar & Activities)

100% Completed
14 functions 8 triggers 12 tests

πŸ“‹ Description

Calendar management, events, meetings, and commercial actions with reminders and participant tracking.

πŸ› οΈ Resources (Asset Management)

100% Completed
8 functions 4 triggers 0 tests

πŸ“‹ Description

Management of company resources and assets including equipment, rooms, vehicles, and their allocation.

πŸŽͺ Event Organization (Conference Management)

100% Completed
8 functions 3 triggers 0 tests

πŸ“‹ Description

Complete event organization for conferences, seminars, and exhibitions with attendee management.

πŸ“¦ Product Batch (Lot/Serial Management)

100% Completed
11 functions 7 triggers 16 tests

πŸ“‹ Description

Product batch and serial number tracking for traceability, expiry date management, and quality control.

🎨 Product Variants (Attributes & Combinations)

100% Completed
16 functions 9 triggers 18 tests

πŸ“‹ Description

Product variants management with attributes like size, color, material, and automatic combination generation.

🏭 BOM (Bill of Materials)

100% Completed
15 functions 10 triggers 17 tests

πŸ“‹ Description

Bill of Materials definition for manufacturing, including components, quantities, and production costs.

βš™οΈ MRP (Manufacturing Resource Planning)

100% Completed
14 functions 7 triggers 15 tests

πŸ“‹ Description

Manufacturing orders management with production planning, resource allocation, and stock consumption.

πŸ—οΈ Workstation (Production Centers)

100% Completed
14 functions 5 triggers 16 tests

πŸ“‹ Description

Workstation and production center management for manufacturing operations and capacity planning.

πŸ“ˆ Margins (Profitability Analysis)

100% Completed
6 functions 0 triggers 10 tests

πŸ“‹ Description

Margin and profitability analysis by product, customer, and project with detailed cost breakdown.

🏦 Loan (Credit Management)

100% Completed
12 functions 5 triggers 14 tests

πŸ“‹ Description

Loan and credit management with payment schedules, interest calculation, and amortization tables.

πŸ’Έ Bank Transfer (SEPA Transfers)

100% Completed
13 functions 5 triggers 0 tests

πŸ“‹ Description

Bank transfer management including SEPA credit transfers and batch payment processing.

πŸ“– Simple Accounting (Basic Bookkeeping)

100% Completed
12 functions 1 trigger 2 tests

πŸ“‹ Description

Simplified accounting for small businesses with basic journal entries and financial reports.

🌍 Incoterms (International Trade Terms)

100% Completed
14 functions 2 triggers 0 tests

πŸ“‹ Description

International commercial terms management for exports and imports with shipping rules and responsibilities.

πŸ›’ TakePOS (Point of Sale)

100% Completed
18 functions 5 triggers 2 tests

πŸ“‹ Description

Complete point of sale system for retail with touch interface, barcode scanning, and cash management.

⏲️ Cron (Scheduled Tasks)

100% Completed
9 functions 2 triggers 10 tests

πŸ“‹ Description

Scheduled task management for automatic execution of recurring operations and maintenance tasks.

πŸ’³ Direct Debit (SEPA Direct Debit)

100% Completed
13 functions 5 triggers 0 tests

πŸ“‹ Description

SEPA direct debit management for automatic collection of recurring payments from customers.

πŸ”„ Transformation Summary

πŸ“Š Global Statistics

Lines of Code Removed: ~8,500 lines of PHP logic removed
PostgreSQL Functions Created: 607 specialized functions
Implemented Triggers: 259 automatic triggers
Validation Tests: 1,477 unit tests + 68 comparative

🎯 Applied Patterns

Automatic Validation

BEFORE INSERT/UPDATE triggers on all main tables

46 modules

Code Generation

Specialized functions for automatic unique references

25 modules

Automatic Calculations

Triggers for totals, subtotals and prices with VAT

18 modules

State Control

Validation of transitions and business flows

32 modules

Data Cleanup

Automatic trim and format normalization

46 modules

Automatic Audit

Timestamps and transparent change tracking

46 modules

πŸš€ Next Modules

Priority modules pending migration to complete the PostgreSQL transformation.

🌐 Website

Complexity: Very High

Website builder module with pages, templates and content management system.

Estimation: 25-30 functions, 100+ tests

πŸ”§ ModuleBuilder

Complexity: Very High

Dynamic module creation tool for custom business requirements.

Estimation: 20-25 functions, 80+ tests

πŸ“Š Workflow

Complexity: High

Inter-module workflow automation with business rules and triggers.

Estimation: 15-20 functions, 60+ tests

πŸ“§ EmailCollector

Complexity: High

Email collection and processing system with ticket and project integration.

Estimation: 12-15 functions, 50+ tests

🌐 API

Complexity: Medium

RESTful API services for external system integration.

Estimation: 10-12 functions, 40+ tests

πŸ’± MultiCurrency

Complexity: Medium

Multi-currency support with exchange rates and automatic conversions.

Estimation: 8-10 functions, 35+ tests

πŸ“ ECM

Complexity: Medium

Electronic Document Management with directories and metadata.

Estimation: 8-10 functions, 30+ tests

πŸ” BlockedLog

Complexity: Medium

Immutable audit log system for compliance and security.

Estimation: 6-8 functions, 25+ tests

πŸ“‹ Survey

Complexity: Medium

Survey and voting system with customizable forms and analytics.

Estimation: 6-8 functions, 25+ tests

βš™οΈ Other Modules (25+ remaining)

Complexity: Variable

Additional modules including Import/Export, OAuth2, Stripe, LDAP, Notifications, and more specialized integrations.

Estimation: Variable by module complexity