# Client Matter

Creates or updates the full client/matter structure (site collection, site, document libraries, permissions, folders, and matter list entry). This is the primary handler for full matter provisioning. Accepts either an Excel file (one row per matter) or a JSON file (single matter).

Filename pattern:

Excel: filename must contain clientmatter (case-insensitive).
Example: 20240115 clientmatter new.xlsx
JSON: filename must contain clientmatter with a .json extension.
Example: ClientMatter_32211_10332.json

# Excel format

# Client columns

Name	Required	Description
ClientID	No	External system ID for the client.
ClientCode	Yes	Client identifier.
ClientName	No	Client display name.
ClientSiteCollectionSet	No	Name of the `SiteCollectionCfg` template to use for the client site collection.
ClientSiteSet	No	Name of the `SiteCfg` template to apply to the client site.
ClientPermissionSet	No	Name of the `PermissionSetCfg` to apply to the client.
Client.`<field>`	No	Columns prefixed with `Client.` are passed as client properties (e.g. `Client.Country`).

# Matter columns

Name	Required	Description
MatterID	No	External system ID for the matter.
MatterCode	No	Matter identifier.
MatterName	No	Matter display name.
MatterSiteCollectionSet	No	Name of the `SiteCollectionCfg` template for the matter site collection.
MatterOffice365GroupSet	No	Name of the `Office365GroupCfg` template for an M365 group/team.
MatterSiteSet	No	Name of the `SiteCfg` template to apply to the matter site.
MatterPermissionSet	No	Name of the `PermissionSetCfg` to apply to the matter.
MatterListItemPermissionSet	No	Name of the `PermissionSetCfg` to apply to the matter list item.
MatterDocLibSets / MatterDocLibSet / DocLibSet	No	Semicolon-separated names of `DocLibCfg` templates to provision.
MatterDocLibPermissionSets / MatterDocLibPermissionSet	No	Semicolon-separated `PermissionSetCfg` names for each document library.
MatterDocLibFolderSets / FolderSets / FolderSet / DocLibFolderSets / DocLibFolderSet	No	Semicolon-separated `FolderCfg` names for folder creation in document libraries.
MatterPageSet	No	Name of the `PageCfg` template to apply.
MyMattersList	No	Semicolon-separated list of users to add to the My Matters list.
ClientMatterStructure / ClientMatterDesign	No	Override the matter provisioning structure (e.g. `ClientSiteCollection_MatterDocLib`).
ServerRelativeUrl	No	Override the server-relative URL for site creation.
Matter.`<field>`	No	Columns prefixed with `Matter.` are passed as matter properties (e.g. `Matter.MatterType`). Columns without a prefix are also added as matter properties.

# JSON format

A JSON file containing a single object. Fields mirror the Excel columns but use JSON types — arrays instead of semicolon-separated strings, and nested objects for client/matter properties.

Field	Required	Description
ClientCode	Yes	Client identifier.
ClientID	No	External system ID for the client.
ClientName	No	Client display name.
ClientSiteCollectionSet	No	Name of the `SiteCollectionCfg` template for the client site collection.
ClientSiteSet	No	Name of the `SiteCfg` template for the client site.
ClientPermissionSet	No	Name of the `PermissionSetCfg` for the client.
ClientProperties	No	Object of arbitrary key/value pairs passed as client metadata.
MatterCode	No	Matter identifier.
MatterID	No	External system ID for the matter.
MatterName	No	Matter display name.
MatterSiteCollectionSet	No	Name of the `SiteCollectionCfg` template for the matter site collection.
MatterOffice365GroupSet	No	Name of the `Office365GroupCfg` template for an M365 group/team.
MatterSiteSet	No	Name of the `SiteCfg` template for the matter site.
MatterPermissionSet	No	Name of the `PermissionSetCfg` for the matter.
MatterListItemPermissionSet	No	Name of the `PermissionSetCfg` for the matter list item.
MatterDocLibSets	No	Array of `DocLibCfg` template names to provision.
MatterDocLibPermissionSets	No	Array of `PermissionSetCfg` names, one per document library.
MatterDocLibFolderSets	No	Array of `FolderCfg` names for folder creation in document libraries.
MatterPageSet	No	Name of the `PageCfg` template to apply.
MyMattersList	No	Array of users to add to the My Matters list.
ClientMatterStructure	No	Override the provisioning structure (e.g. `ClientSiteCollection_MatterDocLib`).
ServerRelativeUrl	No	Override the server-relative URL for site creation (e.g. `sites`).
MatterProperties	No	Object of arbitrary key/value pairs passed as matter metadata.

Example:

{
  "ClientCode": "32211",
  "ClientName": "Qwerty",
  "ClientSiteCollectionSet": "ClientSiteCollection",
  "ClientSiteSet": "ClientSite",
  "ClientPermissionSet": "ClientPermissionSet",
  "ClientProperties": { "Country": "NL" },
  "MatterCode": "10332",
  "MatterName": "Qwerty / Azerty",
  "MatterSiteCollectionSet": "MatterSiteCollection",
  "MatterSiteSet": "MatterSite",
  "MatterPermissionSet": "ClientPermissionSet",
  "MatterDocLibSets": ["MatterDoclib", "MatterDoclibAdvice"],
  "MatterDocLibPermissionSets": ["MatterDoclibContribute", "MatterDoclibRead"],
  "MatterProperties": { "MatterType": "Tax", "AreaOfLaw": "Advice" },
  "ClientMatterStructure": "ClientSiteCollection_MatterDocLib",
  "ServerRelativeUrl": "sites"
}

# Behavior

The handler delegates to an IClientMatterInformationHandler implementation, which orchestrates the full provisioning sequence: site collection creation, site configuration, document library setup, permission assignment, folder creation, and matter list registration. The exact steps depend on which template names and columns are provided.