EACRMContractBodyShapersCheckIn

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Overview

Records customer check-in for CRM service contracts by creating or updating meeting remark documents. Validates contract existence and validity, then logs check-in time with optional hour adjustments and comments for service contract tracking.

When This Action Runs

Manual execution when customers check in for services under active CRM service contracts. Typically used for fitness centers, gyms, spas, or other service-based businesses that track customer attendance.

How It Works

  1. Finds active contract - Locates the customer's most recent CRM service contract by value date
  2. Validates contract existence - Ensures customer has at least one service contract
  3. Checks contract validity - Verifies contract has active service lines covering today's date
  4. Creates/updates check-in record - Finds existing meeting remark or creates new one using contract code
  5. Records check-in details - Adds new meeting remark line with current date, adjusted time, and customer reference
  6. Saves check-in - Commits the meeting remark document with check-in information

Parameters

Parameter 1: Added Hours (Optional) - Number of hours to add to current time for check-in timestamp (can be decimal)

Parameter 2: Value for text1 (Optional) - Additional text/comments to record with the check-in

Database Tables Affected

  • CRMServiceContract - Reads customer's service contracts to find active contract
  • ServiceContractLine - Checks contract line validity dates
  • MeetingRemark - Creates or updates check-in document
  • MeetingRemarkLine - Adds new check-in entry with timestamp and details

Important Warnings

⚠️ Contract Requirements

  • Customer must have at least one CRM service contract
  • Action fails if no service contracts exist for the customer
  • Contract must have valid service lines covering the current date
  • Expired contracts prevent check-in recording

⚠️ Contract Validity Checking

  • System checks if today's date falls within any service contract line period
  • Service lines must have start date ≤ today ≤ actual end time
  • If no valid service lines exist, check-in is rejected
  • Contract expiration is enforced at the service line level

⚠️ Meeting Remark Document Management

  • Uses contract code as the business code for meeting remark document
  • Creates new document if none exists, updates existing if found
  • Multiple check-ins for same contract accumulate in same document
  • Document editing state is managed automatically

⚠️ Time Adjustment Handling

  • Parameter 1 allows adding hours to current system time
  • Hours can be decimal values (e.g., 0.5 for 30 minutes)
  • Time adjustment affects only the recorded check-in time
  • Negative values can be used to record past check-ins

⚠️ Data Integrity

  • Each check-in creates a new meeting remark line
  • Check-in date is always set to today regardless of time adjustment
  • Customer reference is stored in the check-in line
  • Contract reference is stored at the document level

⚠️ Business Logic Impact

  • Check-ins may trigger attendance tracking calculations
  • Service usage reporting may depend on check-in records
  • Contract utilization metrics may be affected
  • Integration with billing or membership systems may occur

Module: crm

Full Class Name: com.namasoft.modules.crm.domain.entityactions.EACRMContractBodyShapersCheckIn