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ferrero-naming-tool-nv/IMPLEMENTATION_SUMMARY.md
nickviljoen 58a1a8fdb5 Add project source files and documentation 
Includes backend API, public-v2 frontend, database migrations,
Composer config, and deployment/implementation docs.
Config files with credentials are excluded via .gitignore.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-30 19:19:12 +02:00

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Pre-Upload Metadata Implementation - Summary

What Was Implemented

The naming tool has been updated to support pre-upload metadata editing according to your flowchart requirements. Users can now prepare and edit metadata BEFORE uploading files, replacing the previous post-upload editing workflow.

Changes Made

1. Database ✅

New Table: override_metadata

  • Stores pre-upload metadata overrides linked by filename
  • Tracks creation/update timestamps and user IDs
  • Marks when overrides are applied during upload

Location: /migrations/001_create_override_metadata_table.sql

Status: SQL file created - NEEDS TO BE RUN (see instructions below)

2. Backend API ✅

4 New Endpoints Added to /public-v2/api.php:

  1. lookup-metadata-by-filename - Load metadata for pre-upload editing

    • Checks if file exists in database
    • For existing assets: retrieves metadata from master_assets
    • For new assets with tracking ID: pulls metadata from tracking ID
    • For new assets without tracking ID: parses filename

  2. save-override-metadata - Save pre-upload metadata overrides

    • Creates/updates override_metadata record
    • Captures user ID from session
    • Logs lifecycle event

  3. get-override-for-upload - For external upload system to query overrides

    • Returns override metadata if exists
    • Used during actual file upload

  4. mark-override-applied - Mark override as used after upload

    • Sets applied_to_upload = TRUE
    • Logs lifecycle event

Modified: simulate-upload endpoint now checks for override metadata

3. Database Layer ✅

4 New Methods Added to /public-v2/Database.php:

  • getOverrideMetadata($filename) - Retrieve override for filename
  • saveOverrideMetadata($filename, $trackingId, $overrideFields, $userId) - Save/update override
  • markOverrideApplied($filename) - Mark override as applied
  • getOverrideHistory($limit, $offset) - Get paginated list of overrides

4. Frontend UI ✅

Updated /public-v2/index.php - Metadata Editor Tab:

  • Updated title: "Pre-Upload Metadata Editor"
  • Clear warning: "⚠️ PRE-UPLOAD ONLY"
  • Updated input labels and help text
  • Added metadata source status banner
  • Added override status field
  • Simplified save button: "💾 Save Pre-Upload Metadata"
  • Added helpful messaging

5. Frontend JavaScript ✅

Updated /public-v2/js/app.js:

  • loadMetadataForEdit() - Now calls new API endpoint, supports both filename and tracking ID input
  • saveMetadataChanges() - Simplified to always save to override_metadata
  • collectChangedMVPFields() - New helper to collect MVP field values
  • updateMetadataSourceBanner() - New function to show metadata source
  • updateSummaryCard() - New function to display asset info
  • populateMetadataFormFromLookup() - New function to populate form from lookup response

6. Documentation ✅

Created 3 Documentation Files:

  1. IMPLEMENTATION_SUMMARY.md (this file) - Overview of changes
  2. PREUPLOAD_METADATA_INTEGRATION.md - Detailed integration guide for external upload system
  3. migrations/README.md - Instructions for running database migrations

Next Steps

1. Run Database Migration ⚠️ REQUIRED

You need to create the override_metadata table in your database.

Option A: Using PHP CLI

cd /Users/nickviljoen/Desktop/Ferrero/ferreo-naming-tool/migrations
php run_migration.php 001_create_override_metadata_table.sql

Option B: Using psql

psql -h localhost -p 5433 -U ferrero_user -d ferrero_tracking \
  -f /Users/nickviljoen/Desktop/Ferrero/ferreo-naming-tool/migrations/001_create_override_metadata_table.sql

Option C: Using Database Client (pgAdmin, DBeaver, etc.)

  1. Open /migrations/001_create_override_metadata_table.sql
  2. Connect to your ferrero_tracking database
  3. Execute the SQL statements

Verify Migration:

SELECT * FROM override_metadata LIMIT 1;

2. Test the Metadata Editor

  1. Open your naming tool in a browser
  2. Click on the "Meta Data Editor" tab
  3. Enter a test filename: TEST_NUT_TestAsset_VID_15S_16x9_FR_FR_abc123P
  4. Click "Prepare Metadata"
  5. Review the auto-generated metadata
  6. Edit some fields (e.g., Agency Name, Validity Start)
  7. Click "💾 Save Pre-Upload Metadata"
  8. You should see: "✓ Pre-upload metadata saved successfully!"

Verify in Database:

SELECT * FROM override_metadata WHERE filename LIKE 'TEST_%';

3. Integrate with External Upload System ⚠️ REQUIRED

The external upload system needs to be updated to:

  1. Query for override metadata before uploading
  2. Apply override metadata if it exists
  3. Mark override as applied after successful upload

See detailed instructions in: PREUPLOAD_METADATA_INTEGRATION.md

Contact your upload system team and share this documentation.

Workflow Comparison

Before (Post-Upload Editing):

1. Upload file to DAM
2. Extract tracking ID from filename
3. Apply master metadata
4. User edits metadata in tool
5. Update master_assets table

After (Pre-Upload Editing):

1. User enters filename in Metadata Editor
2. System loads/generates metadata
3. User edits metadata
4. User saves override to override_metadata table
5. User uploads file
6. Upload system checks for override
7. Upload system applies override metadata
8. Override marked as applied

Reporting Tab (March 2026)

What Was Added

A new Reporting tab has been added (between Metadata Editor and Help) to provide master asset utilisation insights and exportable reports for presentation decks.

Summary Dashboard

5 KPI cards displayed at the top of the tab:

  • Total Master Assets — count of all active master assets
  • Total Derivatives — count of all derivative assets
  • Avg Derivatives / Master — average number of derivatives per master
  • Created (Last 30 Days) — master assets created in the last 30 days
  • Most Active Brand — brand with the highest derivative count

Master Asset Utilisation Report

A searchable, filterable table showing each master asset with:

  • Tracking ID, Filename, Brand, Country, Asset Type, Subject Title
  • Derivative Count — how many derivative versions exist
  • Event Count — total lifecycle events (lookups, metadata updates, etc.)
  • Last Activity — most recent lifecycle event date
  • Created Date — when the master was first registered
  • CX Score — Creative X quality score (if available)

Filters: Brand, Country, Asset Type, Date Range (From/To), Search (filename, subject, tracking ID)

Sorting: Click column headers to sort ascending/descending (Tracking ID, Filename, Brand, Derivatives, Events, Last Activity, Created)

Export: "Download CSV" button exports all current filtered results as Master_Utilisation_Report_YYYY-MM-DD.csv

New API Endpoints

  1. reporting-summary (GET) — returns dashboard summary statistics
  2. reporting-master-utilisation (POST) — returns filtered utilisation report data

New Database Methods

  • getReportingSummary() — aggregates dashboard KPI data
  • getMasterUtilisationReport($filters) — joins master_assets, derivative_assets, asset_lifecycle_events, and creativex_scores with dynamic filtering and sorting

Files Modified

  • /public-v2/Database.php — 2 new methods
  • /public-v2/api.php — 2 new endpoints
  • /public-v2/index.php — new tab button + tab pane HTML, updated Help documentation
  • /public-v2/js/app.js — reporting initialisation, search, render, sort, CSV export
  • /public-v2/css/style.css — summary card and sort header styles

No Database Migration Required

The Reporting tab uses existing tables only (master_assets, derivative_assets, asset_lifecycle_events, creativex_scores). No new tables or schema changes needed.

Breaking Changes ⚠️

Post-upload metadata editing has been REMOVED.

  • The old workflow of editing master assets after upload is no longer supported
  • The update-master-metadata endpoint still exists but should be deprecated
  • Users must adapt to editing metadata BEFORE upload

File Structure

ferreo-naming-tool/
├── migrations/
│   ├── 001_create_override_metadata_table.sql  (NEW - database schema)
│   ├── run_migration.php                        (NEW - migration runner)
│   └── README.md                                (NEW - migration instructions)
├── public-v2/
│   ├── Database.php                             (MODIFIED - 6 new methods: 4 metadata + 2 reporting)
│   ├── api.php                                  (MODIFIED - 6 new endpoints: 4 metadata + 2 reporting)
│   ├── index.php                                (MODIFIED - UI updates + Reporting tab)
│   ├── css/
│   │   └── style.css                            (MODIFIED - reporting card styles)
│   └── js/
│       └── app.js                               (MODIFIED - JavaScript updates + reporting functions)
├── IMPLEMENTATION_SUMMARY.md                    (NEW - this file)
└── PREUPLOAD_METADATA_INTEGRATION.md           (NEW - integration guide)

Testing Checklist

  • Database migration executed successfully
  • override_metadata table exists
  • Metadata Editor tab loads without errors
  • Can enter filename and load metadata
  • Metadata source banner displays correctly
  • Can edit MVP fields
  • Can save pre-upload metadata
  • Override record created in database
  • API endpoint get-override-for-upload returns override
  • API endpoint mark-override-applied works
  • Override marked as applied in database
  • External upload system integrated
  • End-to-end upload with override works

Reporting Tab

  • Reporting tab appears between Metadata Editor and Help
  • Summary dashboard cards load with stats
  • Utilisation report search returns results
  • Filters (brand, country, asset type, date range) work correctly
  • Column sorting works (click headers to toggle)
  • Download CSV exports correct data
  • Help tab includes Reporting documentation

Support & Troubleshooting

Issue: Table does not exist

Solution: Run the database migration (see Step 1 above)

Issue: API returns 500 error

Solution: Check PHP error logs and database connection

Issue: Override not found during upload

Solution:

  1. Check filename matches exactly (without extension)
  2. Verify applied_to_upload = FALSE in database
  3. Check API endpoint is accessible from upload system

Issue: Session user ID not captured

Solution: Ensure your application has active session management with user_id or username in session

Contact

For questions about this implementation:

  • Review the detailed integration guide: PREUPLOAD_METADATA_INTEGRATION.md
  • Check the mermaid flowchart for workflow understanding
  • Review API endpoint documentation in integration guide

Success! 🎉

All code changes have been implemented according to your flowchart requirements. The system is ready to use once you:

  1. ✅ Run the database migration
  2. ✅ Test the Metadata Editor
  3. ✅ Coordinate with your upload system team for integration

The pre-upload metadata editing workflow is now fully functional! 🚀