Merge pull request #269 from darwinz/business-customer-profiles

business customer profiles
moov-io · Nov 5, 2020 · 9d67f87 · 9d67f87
2 parents 4592904 + 8a6da2d
commit 9d67f87
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diff --git a/api/client.yaml b/api/client.yaml
diff --git a/cmd/server/main.go b/cmd/server/main.go
@@ -184,6 +184,7 @@ func main() {
 	accounts.RegisterRoutes(logger, router, accountsRepo, validationsRepo, fedClient, stringKeeper, transitStringKeeper, validationStrategies, &accountOfacSeacher, appSalt)
 	customers.AddCustomerRoutes(logger, router, customerRepo, customerSSNStorage, ofac)
 	customers.AddCustomerAddressRoutes(logger, router, customerRepo)
+	customers.AddRepresentativeRoutes(logger, router, customerRepo, customerSSNStorage)
 	documents.AddDisclaimerRoutes(logger, router, disclaimerRepo)
 
 	docsStorageProvider := util.Or(os.Getenv("DOCUMENTS_STORAGE_PROVIDER"), "file")

diff --git a/migrations/016_add_business_name_to_customers.up.sql b/migrations/016_add_business_name_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN business_name varchar(255) default null;
diff --git a/migrations/017_add_doing_business_as_to_customers.up.sql b/migrations/017_add_doing_business_as_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN doing_business_as varchar(255) default null;
diff --git a/migrations/018_add_business_type_to_customers.up.sql b/migrations/018_add_business_type_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN business_type varchar(50) default null;
diff --git a/migrations/019_add_ein_to_customers.up.sql b/migrations/019_add_ein_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN ein varchar(40) default null;
diff --git a/migrations/020_add_duns_to_customers.up.sql b/migrations/020_add_duns_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN duns varchar(40) default null;
diff --git a/migrations/021_add_sic_code_to_customers.up.sql b/migrations/021_add_sic_code_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN sic_code varchar(5) default null;
diff --git a/migrations/022_add_naics_code_to_customers.up.sql b/migrations/022_add_naics_code_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN naics_code varchar(5) default null;
diff --git a/migrations/023_add_website_to_customers.up.sql b/migrations/023_add_website_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN website varchar(255) default null;
diff --git a/migrations/024_add_date_business_established_to_customers.up.sql b/migrations/024_add_date_business_established_to_customers.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers ADD COLUMN date_business_established varchar(40) default null;
diff --git a/migrations/025_create_representatives.up.sql b/migrations/025_create_representatives.up.sql
@@ -0,0 +1,11 @@
+CREATE TABLE if not exists representatives (
+    representative_id varchar(40) primary key,
+    customer_id varchar(40),
+    first_name varchar(40),
+    last_name varchar(40),
+    job_title varchar(50),
+    birth_date datetime,
+    created_at datetime,
+    last_modified datetime,
+    deleted_at datetime
+);
diff --git a/migrations/026_alter_customer_ssn_customer_id_to_owner_id.up.sql b/migrations/026_alter_customer_ssn_customer_id_to_owner_id.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customer_ssn RENAME COLUMN customer_id TO owner_id;
diff --git a/migrations/027_add_owner_type_to_customer_ssn.up.sql b/migrations/027_add_owner_type_to_customer_ssn.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customer_ssn ADD COLUMN owner_type varchar(25) NOT NULL default 'customer';
diff --git a/migrations/028_alter_rename_customer_ssn_to_ssn.up.sql b/migrations/028_alter_rename_customer_ssn_to_ssn.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customer_ssn RENAME TO ssn;
diff --git a/migrations/029_alter_customers_addresses_customer_id_to_owner_id.up.sql b/migrations/029_alter_customers_addresses_customer_id_to_owner_id.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers_addresses RENAME COLUMN customer_id TO owner_id;
diff --git a/migrations/030_add_owner_type_to_customers_addresses.up.sql b/migrations/030_add_owner_type_to_customers_addresses.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers_addresses ADD COLUMN owner_type varchar(25) NOT NULL default 'customer';
diff --git a/migrations/031_alter_rename_customers_addresses_to_addresses.up.sql b/migrations/031_alter_rename_customers_addresses_to_addresses.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers_addresses RENAME TO addresses;
diff --git a/migrations/032_alter_customers_phones_customer_id_to_owner_id.up.sql b/migrations/032_alter_customers_phones_customer_id_to_owner_id.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers_phones RENAME COLUMN customer_id TO owner_id;
diff --git a/migrations/033_add_owner_type_to_customers_phones.up.sql b/migrations/033_add_owner_type_to_customers_phones.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers_phones ADD COLUMN owner_type varchar(25) NOT NULL default 'customer';
diff --git a/migrations/034_alter_rename_customers_phones_to_phones.up.sql b/migrations/034_alter_rename_customers_phones_to_phones.up.sql
@@ -0,0 +1 @@
+ALTER TABLE customers_phones RENAME TO phones;
diff --git a/pkg/client/README.md b/pkg/client/README.md
@@ -53,18 +53,18 @@ Class | Method | HTTP request | Description
 *ConfigurationApi* | [**GetOrganizationLogo**](docs/ConfigurationApi.md#getorganizationlogo) | **Get** /configuration/logo | Get Organization Logo
 *ConfigurationApi* | [**UpdateOrganizationConfiguration**](docs/ConfigurationApi.md#updateorganizationconfiguration) | **Put** /configuration/customers | Update Organization Configuration
 *ConfigurationApi* | [**UploadOrganizationLogo**](docs/ConfigurationApi.md#uploadorganizationlogo) | **Put** /configuration/logo | Update Organization Logo
-*CustomersApi* | [**AddCustomerAddress**](docs/CustomersApi.md#addcustomeraddress) | **Post** /customers/{customerID}/address | Add Customer Address
+*CustomersApi* | [**AddAddress**](docs/CustomersApi.md#addaddress) | **Post** /customers/{customerID}/address | Add Customer Address
 *CustomersApi* | [**CreateCustomer**](docs/CustomersApi.md#createcustomer) | **Post** /customers | Create Customer
+*CustomersApi* | [**DeleteAddress**](docs/CustomersApi.md#deleteaddress) | **Delete** /customers/{customerID}/addresses/{addressID} | Delete Customer Address
 *CustomersApi* | [**DeleteCustomer**](docs/CustomersApi.md#deletecustomer) | **Delete** /customers/{customerID} | Delete Customer
-*CustomersApi* | [**DeleteCustomerAddress**](docs/CustomersApi.md#deletecustomeraddress) | **Delete** /customers/{customerID}/addresses/{addressID} | Delete Customer Address
 *CustomersApi* | [**GetCustomer**](docs/CustomersApi.md#getcustomer) | **Get** /customers/{customerID} | Get Customer
 *CustomersApi* | [**GetLatestOFACSearch**](docs/CustomersApi.md#getlatestofacsearch) | **Get** /customers/{customerID}/ofac | Latest Customer OFAC search
 *CustomersApi* | [**Ping**](docs/CustomersApi.md#ping) | **Get** /ping | Ping Customers Service
 *CustomersApi* | [**RefreshOFACSearch**](docs/CustomersApi.md#refreshofacsearch) | **Put** /customers/{customerID}/refresh/ofac | Refresh Customer OFAC search
 *CustomersApi* | [**ReplaceCustomerMetadata**](docs/CustomersApi.md#replacecustomermetadata) | **Put** /customers/{customerID}/metadata | Update Customer Metadata
 *CustomersApi* | [**SearchCustomers**](docs/CustomersApi.md#searchcustomers) | **Get** /customers | Search Customers
+*CustomersApi* | [**UpdateAddress**](docs/CustomersApi.md#updateaddress) | **Put** /customers/{customerID}/addresses/{addressID} | Update Customer Address
 *CustomersApi* | [**UpdateCustomer**](docs/CustomersApi.md#updatecustomer) | **Put** /customers/{customerID} | Update Customer
-*CustomersApi* | [**UpdateCustomerAddress**](docs/CustomersApi.md#updatecustomeraddress) | **Put** /customers/{customerID}/addresses/{addressID} | Update Customer Address
 *CustomersApi* | [**UpdateCustomerStatus**](docs/CustomersApi.md#updatecustomerstatus) | **Put** /customers/{customerID}/status | Update Customer Status
 *DisclaimersApi* | [**AcceptDisclaimer**](docs/DisclaimersApi.md#acceptdisclaimer) | **Post** /customers/{customerID}/disclaimers/{disclaimerID} | Accept Customer Disclaimer
 *DisclaimersApi* | [**GetCustomerDisclaimers**](docs/DisclaimersApi.md#getcustomerdisclaimers) | **Get** /customers/{customerID}/disclaimers | Get Customer Disclaimers
@@ -73,6 +73,12 @@ Class | Method | HTTP request | Description
 *DocumentsApi* | [**GetCustomerDocuments**](docs/DocumentsApi.md#getcustomerdocuments) | **Get** /customers/{customerID}/documents | Get Customer Documents
 *DocumentsApi* | [**UploadCustomerDocument**](docs/DocumentsApi.md#uploadcustomerdocument) | **Post** /customers/{customerID}/documents | Upload Customer Document
 *ReportsApi* | [**GetReportOfCustomerAccounts**](docs/ReportsApi.md#getreportofcustomeraccounts) | **Get** /reports/accounts | Create Report of Accounts
+*RepresentativesApi* | [**AddRepresentative**](docs/RepresentativesApi.md#addrepresentative) | **Post** /customers/{customerID}/representatives | Add Customer Representative
+*RepresentativesApi* | [**AddRepresentativeAddress**](docs/RepresentativesApi.md#addrepresentativeaddress) | **Post** /customers/{customerID}/representatives/{representativeID}/address | Add Customer Representative Address
+*RepresentativesApi* | [**DeleteRepresentative**](docs/RepresentativesApi.md#deleterepresentative) | **Delete** /customers/{customerID}/representatives/{representativeID} | Delete Customer Representative
+*RepresentativesApi* | [**DeleteRepresentativeAddress**](docs/RepresentativesApi.md#deleterepresentativeaddress) | **Delete** /customers/{customerID}/representatives/{representativeID}/addresses/{addressID} | Delete a Customer Representative Address
+*RepresentativesApi* | [**UpdateRepresentative**](docs/RepresentativesApi.md#updaterepresentative) | **Put** /customers/{customerID}/representatives/{representativeID} | Update Customer Representative
+*RepresentativesApi* | [**UpdateRepresentativeAddress**](docs/RepresentativesApi.md#updaterepresentativeaddress) | **Put** /customers/{customerID}/representatives/{representativeID}/addresses/{addressID} | Update Customer Representative Address
 
 
 ## Documentation For Models
@@ -81,16 +87,18 @@ Class | Method | HTTP request | Description
  - [AccountStatus](docs/AccountStatus.md)
  - [AccountType](docs/AccountType.md)
  - [AccountValidationResponse](docs/AccountValidationResponse.md)
+ - [Address](docs/Address.md)
  - [AddressType](docs/AddressType.md)
  - [Amount](docs/Amount.md)
+ - [BusinessType](docs/BusinessType.md)
  - [CompleteAccountValidationRequest](docs/CompleteAccountValidationRequest.md)
  - [CompleteAccountValidationResponse](docs/CompleteAccountValidationResponse.md)
  - [CreateAccount](docs/CreateAccount.md)
+ - [CreateAddress](docs/CreateAddress.md)
  - [CreateCustomer](docs/CreateCustomer.md)
- - [CreateCustomerAddress](docs/CreateCustomerAddress.md)
  - [CreatePhone](docs/CreatePhone.md)
+ - [CreateRepresentative](docs/CreateRepresentative.md)
  - [Customer](docs/Customer.md)
- - [CustomerAddress](docs/CustomerAddress.md)
  - [CustomerMetadata](docs/CustomerMetadata.md)
  - [CustomerStatus](docs/CustomerStatus.md)
  - [CustomerType](docs/CustomerType.md)
@@ -101,14 +109,18 @@ Class | Method | HTTP request | Description
  - [InitAccountValidationResponse](docs/InitAccountValidationResponse.md)
  - [InstitutionAddress](docs/InstitutionAddress.md)
  - [InstitutionDetails](docs/InstitutionDetails.md)
+ - [NaicsCode](docs/NaicsCode.md)
  - [OfacSearch](docs/OfacSearch.md)
  - [OrganizationConfiguration](docs/OrganizationConfiguration.md)
+ - [OwnerType](docs/OwnerType.md)
  - [Phone](docs/Phone.md)
  - [PhoneType](docs/PhoneType.md)
  - [ReportAccountResponse](docs/ReportAccountResponse.md)
+ - [Representative](docs/Representative.md)
+ - [SicCode](docs/SicCode.md)
  - [TransitAccountNumber](docs/TransitAccountNumber.md)
  - [UpdateAccountStatus](docs/UpdateAccountStatus.md)
- - [UpdateCustomerAddress](docs/UpdateCustomerAddress.md)
+ - [UpdateAddress](docs/UpdateAddress.md)
  - [UpdateCustomerStatus](docs/UpdateCustomerStatus.md)
  - [UpdateValidation](docs/UpdateValidation.md)