AFFAANhandClaude Opus 5
f6a54d6f93
Independent FastAPI backend for Maskan CRM. Owns contacts, organizations, leads, pipelines, activities, products, quotes, users, permissions, audit records and first-party integration credentials, with Alembic migrations against PostgreSQL. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
250 lines
7.1 KiB
Python
250 lines
7.1 KiB
Python
from __future__ import annotations
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from datetime import UTC, datetime
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from decimal import Decimal
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from typing import Any
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from fastapi import HTTPException, status
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from sqlalchemy import func, select
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from sqlalchemy.orm import Session, selectinload
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from app.models import (
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Activity,
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AuditEvent,
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Contact,
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IntegrationEvent,
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Lead,
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Organization,
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Pipeline,
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Stage,
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User,
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)
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from app.schemas import ActivityOut, ContactOut, LeadOut
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def model_or_404(
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db: Session,
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model: type[Any],
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entity_id: str,
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tenant_id: str,
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) -> Any:
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entity = db.scalar(
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select(model).where(
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model.id == entity_id,
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model.tenant_id == tenant_id,
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),
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)
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if entity is None:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="The requested record was not found.",
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)
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return entity
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def verify_optional_reference(
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db: Session,
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model: type[Any],
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entity_id: str | None,
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tenant_id: str,
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) -> None:
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if entity_id is not None:
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model_or_404(db, model, entity_id, tenant_id)
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def add_audit(
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db: Session,
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*,
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actor: User | None,
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tenant_id: str,
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action: str,
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entity_type: str,
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entity_id: str,
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payload: dict[str, Any] | None = None,
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) -> None:
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db.add(
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AuditEvent(
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tenant_id=tenant_id,
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actor_id=actor.id if actor else None,
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action=action,
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entity_type=entity_type,
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entity_id=entity_id,
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payload=payload or {},
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),
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)
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def add_event(
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db: Session,
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*,
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tenant_id: str,
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topic: str,
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payload: dict[str, Any],
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) -> None:
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db.add(
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IntegrationEvent(
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tenant_id=tenant_id,
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topic=topic,
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payload=payload,
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),
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)
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def apply_updates(entity: Any, values: dict[str, Any]) -> None:
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for field, value in values.items():
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setattr(entity, field, value)
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def contact_to_out(contact: Contact) -> ContactOut:
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return ContactOut(
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id=contact.id,
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tenant_id=contact.tenant_id,
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first_name=contact.first_name,
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last_name=contact.last_name,
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name=contact.name,
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job_title=contact.job_title,
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primary_email=contact.primary_email,
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emails=contact.emails,
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phones=contact.phones,
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lifecycle_stage=contact.lifecycle_stage,
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lead_source=contact.lead_source,
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score=contact.score,
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organization_id=contact.organization_id,
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organization_name=contact.organization.name if contact.organization else None,
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owner_id=contact.owner_id,
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owner_name=contact.owner.full_name if contact.owner else None,
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attributes=contact.attributes,
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created_at=contact.created_at,
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updated_at=contact.updated_at,
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)
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def lead_to_out(lead: Lead) -> LeadOut:
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return LeadOut(
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id=lead.id,
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title=lead.title,
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description=lead.description,
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value=lead.value,
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currency=lead.currency,
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status=lead.status,
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score=lead.score,
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position=lead.position,
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lost_reason=lead.lost_reason,
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expected_close_at=lead.expected_close_at,
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closed_at=lead.closed_at,
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contact_id=lead.contact_id,
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contact_name=lead.contact.name if lead.contact else None,
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organization_id=lead.organization_id,
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organization_name=lead.organization.name if lead.organization else None,
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owner_id=lead.owner_id,
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owner_name=lead.owner.full_name if lead.owner else None,
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pipeline_id=lead.pipeline_id,
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pipeline_name=lead.pipeline.name,
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stage_id=lead.stage_id,
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stage_name=lead.stage.name,
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stage_color=lead.stage.color,
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source_id=lead.source_id,
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source_name=lead.source.name if lead.source else None,
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type_id=lead.type_id,
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type_name=lead.lead_type.name if lead.lead_type else None,
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attributes=lead.attributes,
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created_at=lead.created_at,
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updated_at=lead.updated_at,
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)
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def activity_to_out(activity: Activity) -> ActivityOut:
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return ActivityOut(
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id=activity.id,
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activity_type=activity.activity_type,
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title=activity.title,
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details=activity.details,
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starts_at=activity.starts_at,
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ends_at=activity.ends_at,
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due_at=activity.due_at,
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is_done=activity.is_done,
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completed_at=activity.completed_at,
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owner_id=activity.owner_id,
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owner_name=activity.owner.full_name if activity.owner else None,
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contact_id=activity.contact_id,
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contact_name=activity.contact.name if activity.contact else None,
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organization_id=activity.organization_id,
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organization_name=(
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activity.organization.name if activity.organization else None
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),
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lead_id=activity.lead_id,
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lead_title=activity.lead.title if activity.lead else None,
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additional=activity.additional,
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created_at=activity.created_at,
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updated_at=activity.updated_at,
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)
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def lead_load_options() -> tuple[Any, ...]:
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return (
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selectinload(Lead.contact),
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selectinload(Lead.organization),
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selectinload(Lead.owner),
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selectinload(Lead.pipeline),
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selectinload(Lead.stage),
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selectinload(Lead.source),
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selectinload(Lead.lead_type),
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)
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def activity_load_options() -> tuple[Any, ...]:
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return (
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selectinload(Activity.owner),
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selectinload(Activity.contact),
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selectinload(Activity.organization),
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selectinload(Activity.lead),
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)
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def validate_lead_references(
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db: Session,
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*,
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tenant_id: str,
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pipeline_id: str,
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stage_id: str,
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contact_id: str | None = None,
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organization_id: str | None = None,
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owner_id: str | None = None,
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) -> None:
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pipeline = model_or_404(db, Pipeline, pipeline_id, tenant_id)
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stage = model_or_404(db, Stage, stage_id, tenant_id)
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if stage.pipeline_id != pipeline.id:
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raise HTTPException(
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status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
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detail="The selected stage does not belong to the selected pipeline.",
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)
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verify_optional_reference(db, Contact, contact_id, tenant_id)
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verify_optional_reference(db, Organization, organization_id, tenant_id)
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verify_optional_reference(db, User, owner_id, tenant_id)
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def set_lead_status(lead: Lead, status_value: str, lost_reason: str | None) -> None:
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if status_value == "lost" and not lost_reason:
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raise HTTPException(
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status_code=status.HTTP_422_UNPROCESSABLE_CONTENT,
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detail="A lost reason is required when a lead is marked lost.",
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)
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lead.status = status_value
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lead.lost_reason = lost_reason if status_value == "lost" else None
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lead.closed_at = datetime.now(UTC) if status_value in {"won", "lost"} else None
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def next_lead_position(db: Session, tenant_id: str, stage_id: str) -> int:
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maximum = db.scalar(
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select(func.max(Lead.position)).where(
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Lead.tenant_id == tenant_id,
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Lead.stage_id == stage_id,
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),
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)
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return int(maximum or 0) + 1
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def decimal_or_zero(value: Decimal | None) -> Decimal:
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return value or Decimal("0")
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