affolterNET.CRM 0.1.5

affolterNET.CRM

A generic person / organization / role CRM data layer on Azure Table Storage, split into two NuGet packages:

Model

• persons — one row per real human (single partition). Deterministic PersonId via PersonEntity.BuildPersonKey(lastName, firstName, birthdate?); birthdate distinguishes same-named people and unifies the same person across contexts. Sex and Salutation are derived from the matchlist at creation only and never re-derived.
• organizations — partitioned by consumer-registered OrgType (e.g. club, district, organization), with parent references for hierarchies.
• roles — person ⇄ organization links with a RoleDefinition(roleType, hasPeriod, exclusivePerOrg). Holders of a role type+period are one partition; members of one org are a RowKey prefix range. Past-period rows are never touched by syncs.
• addresses — per owner (person or org) and purpose, with a CareOf line.
• firstnamesex — the firstname→sex matchlist. The library ships the mechanism and an idempotent SeedAsync; the data (e.g. an open-data firstname list) is consumer-supplied.

Provenance & manual-override protection

Every tracked entity carries Source (sync/manual/import), SyncOrigin, CreatedAt, UpdatedAt, LastSeenAt, a soft-delete Deleted flag (syncs never physically delete) and ManualFields — a list of manually edited properties that no sync write will ever overwrite (SetUnlessManual). Manual role rows are never replaced or removed by syncs.

Usage

var crm = services.AddCrmServices(configuration, o =>
{
    o.StorageSectionName = "affolterNET:MyApp:Storage"; // reuse existing config/env vars
    o.AddOrganizationType("club").AddOrganizationType("district");
    o.AddRole("member", hasPeriod: false, exclusivePerOrg: false);
    o.AddRole("president", hasPeriod: true, exclusivePerOrg: true);
    o.UsePersonType<MyPersonEntity>();          // consumer subclass with extra columns
    o.AddTable<MyDomainEntity>();               // consumer-owned tables, created at startup
});

Entities are extended by inheritance (MyPersonEntity : PersonEntity) — Table Storage stores the extra properties in the same table; all repositories/services are generic over the concrete type, so no write path can drop consumer columns.

Note: Azure Table Storage has no decimal EDM type — consumer entities with money amounts use double.

License

MIT