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leocrm/app/routes/companies.py
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"""Companies routes — CRUD, search, filter, export, contact links.
Companies are Contact entities with type='company'.
Industry and description are stored in the custom JSONB field.
"""
from __future__ import annotations
import io
import uuid
from datetime import UTC, datetime
from typing import Any
from fastapi import APIRouter, Depends, HTTPException, Query, Response, status
from sqlalchemy import select, func
from sqlalchemy.orm import selectinload
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.db import get_db
from app.deps import get_current_user, get_redis_dep, require_permission
from app.models.audit import AuditLog
from app.models.contact import Contact
from app.services.entity_history_service import record_history
router = APIRouter(prefix="/api/v1/companies", tags=["companies"])
def _serialize_company(c: Contact) -> dict[str, Any]:
custom = c.custom or {}
return {
"id": str(c.id),
"name": c.name,
"displayname": c.displayname,
"status": c.status,
"industry": custom.get("industry"),
"description": custom.get("description"),
"email_1": c.email_1,
"email_2": c.email_2,
"phone_1": c.phone_1,
"phone_2": c.phone_2,
"website": c.website,
"mailing_city": c.mailing_city,
"mailing_postalcode": c.mailing_postalcode,
"mailing_country": c.mailing_country,
"tags": c.tags,
"custom": c.custom,
}
@router.get("")
async def list_companies(
page: int = Query(1, ge=1),
page_size: int = Query(20, ge=1, le=100),
search: str | None = Query(None),
industry: str | None = Query(None),
sort_by: str = Query("name"),
sort_order: str = Query("asc", pattern="^(asc|desc)$"),
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:read")),
):
tenant_id = uuid.UUID(current_user["tenant_id"])
q = select(Contact).where(
Contact.tenant_id == tenant_id,
Contact.type == "company",
Contact.deleted_at.is_(None),
)
if search:
q = q.where(Contact.search_tsv.match(search) | Contact.name.ilike(f"%{search}%"))
if industry:
q = q.where(Contact.custom["industry"].astext == industry)
count_q = select(func.count()).select_from(q.subquery())
total = (await db.execute(count_q)).scalar() or 0
sort_col = getattr(Contact, sort_by, Contact.name)
if sort_order == "desc":
sort_col = sort_col.desc()
q = q.order_by(sort_col).offset((page - 1) * page_size).limit(page_size)
result = await db.execute(q)
companies = result.scalars().all()
return {"items": [_serialize_company(c) for c in companies], "total": total, "page": page, "page_size": page_size}
@router.post("", status_code=status.HTTP_201_CREATED)
async def create_company(
body: dict[str, Any],
db: AsyncSession = Depends(get_db),
redis=Depends(get_redis_dep),
current_user: dict = Depends(require_permission("contacts:write")),
):
name = body.get("name")
if not name:
raise HTTPException(status_code=422, detail="name is required")
tenant_id = uuid.UUID(current_user["tenant_id"])
user_id = uuid.UUID(current_user["user_id"])
custom = {}
if body.get("industry"):
custom["industry"] = body["industry"]
if body.get("description"):
custom["description"] = body["description"]
for k, v in body.items():
if k not in ("name", "industry", "description"):
custom[k] = v
from app.core.hooks import do_action
await do_action("company.before_create", body, db=db, tenant_id=tenant_id, user_id=user_id)
company = Contact(
tenant_id=tenant_id, type="company", name=name, displayname=name,
status=body.get("status", "lead"), custom=custom,
created_by=user_id, updated_by=user_id,
)
db.add(company)
await db.flush()
audit_entry = AuditLog(
tenant_id=tenant_id, user_id=user_id, action="create",
entity_type="contact", entity_id=company.id,
changes={"name": name, "type": "company", **custom},
)
db.add(audit_entry)
await db.flush()
from app.core.hooks import do_action
await do_action("company.after_create", _serialize_company(company), db=db, tenant_id=tenant_id, user_id=user_id)
return _serialize_company(company)
@router.get("/export")
async def export_companies(
format: str = Query("csv", pattern="^(csv|xlsx)$"),
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:read")),
):
tenant_id = uuid.UUID(current_user["tenant_id"])
q = select(Contact).where(
Contact.tenant_id == tenant_id, Contact.type == "company",
Contact.deleted_at.is_(None),
).order_by(Contact.name)
result = await db.execute(q)
companies = result.scalars().all()
rows = [_serialize_company(c) for c in companies]
if format == "csv":
import csv
output = io.StringIO()
if rows:
writer = csv.DictWriter(output, fieldnames=rows[0].keys())
writer.writeheader()
writer.writerows(rows)
return Response(content=output.getvalue(), media_type="text/csv",
headers={"Content-Disposition": "attachment; filename=companies.csv"})
else:
try:
import openpyxl
except ImportError:
raise HTTPException(status_code=500, detail="openpyxl not installed")
wb = openpyxl.Workbook()
ws = wb.active
ws.title = "Companies"
if rows:
headers = list(rows[0].keys())
ws.append(headers)
for row in rows:
ws.append([str(v) if v is not None else "" for v in row.values()])
output = io.BytesIO()
wb.save(output)
return Response(content=output.getvalue(),
media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
headers={"Content-Disposition": "attachment; filename=companies.xlsx"})
@router.get("/{company_id}")
async def get_company(
company_id: str,
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:read")),
):
tenant_id = uuid.UUID(current_user["tenant_id"])
q = select(Contact).options(selectinload(Contact.contact_persons)).where(
Contact.id == uuid.UUID(company_id), Contact.tenant_id == tenant_id,
Contact.type == "company", Contact.deleted_at.is_(None),
)
result = await db.execute(q)
company = result.scalar_one_or_none()
if not company:
raise HTTPException(status_code=404, detail="Company not found")
contacts = []
if company.contact_persons:
for cp in company.contact_persons:
contacts.append({"id": str(cp.id), "firstname": cp.firstname, "lastname": cp.lastname, "email": cp.email, "phone": cp.phone})
data = _serialize_company(company)
data["contacts"] = contacts
return data
@router.put("/{company_id}")
async def update_company(
company_id: str,
body: dict[str, Any],
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:write")),
):
tenant_id = uuid.UUID(current_user["tenant_id"])
user_id = uuid.UUID(current_user["user_id"])
q = select(Contact).where(
Contact.id == uuid.UUID(company_id), Contact.tenant_id == tenant_id,
Contact.type == "company", Contact.deleted_at.is_(None),
)
result = await db.execute(q)
company = result.scalar_one_or_none()
if not company:
raise HTTPException(status_code=404, detail="Company not found")
from app.core.hooks import do_action
await do_action("company.before_update", body, db=db, tenant_id=tenant_id, user_id=user_id, company_id=company_id)
if "name" in body:
company.name = body["name"]
company.displayname = body["name"]
if "status" in body:
company.status = body["status"]
# Update custom fields - use raw SQL to avoid lazy loading issues
custom = dict(company.custom) if company.custom else {}
if "industry" in body:
custom["industry"] = body["industry"]
if "description" in body:
custom["description"] = body["description"]
company.custom = custom
company.updated_by = user_id
await db.flush()
audit_entry = AuditLog(tenant_id=tenant_id, user_id=user_id, action="update",
entity_type="contact", entity_id=company.id, changes=body)
db.add(audit_entry)
await db.flush()
from app.core.hooks import do_action
await do_action("company.after_update", _serialize_company(company), db=db, tenant_id=tenant_id, user_id=user_id, company_id=company_id)
return _serialize_company(company)
@router.delete("/{company_id}", status_code=status.HTTP_204_NO_CONTENT)
async def delete_company(
company_id: str,
cascade: bool = Query(False),
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:delete")),
):
tenant_id = uuid.UUID(current_user["tenant_id"])
user_id = uuid.UUID(current_user["user_id"])
q = select(Contact).options(selectinload(Contact.contact_persons)).where(
Contact.id == uuid.UUID(company_id), Contact.tenant_id == tenant_id,
Contact.type == "company", Contact.deleted_at.is_(None),
)
result = await db.execute(q)
company = result.scalar_one_or_none()
if not company:
raise HTTPException(status_code=404, detail="Company not found")
snapshot = _serialize_company(company)
from app.core.hooks import do_action
await do_action("company.before_delete", db=db, tenant_id=tenant_id, user_id=user_id, company_id=company_id)
# Soft-delete contact persons via SQL to avoid lazy loading
company.deleted_at = datetime.now(UTC)
company.updated_by = user_id
if cascade and company.contact_persons:
for cp in company.contact_persons:
cp.deleted_at = datetime.now(UTC)
await db.flush()
await record_history(db, tenant_id, user_id, "contact", company.id, "delete", snapshot_before=snapshot)
audit_entry = AuditLog(tenant_id=tenant_id, user_id=user_id, action="delete",
entity_type="contact", entity_id=company.id, changes={"name": company.name})
db.add(audit_entry)
await db.flush()
from app.core.hooks import do_action
await do_action("company.after_delete", snapshot, db=db, tenant_id=tenant_id, user_id=user_id, company_id=company_id)
return Response(status_code=status.HTTP_204_NO_CONTENT)
@router.post("/{company_id}/contacts/{contact_id}")
async def link_contact_to_company(
company_id: str, contact_id: str,
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:write")),
):
tenant_id = uuid.UUID(current_user["tenant_id"])
comp_q = select(Contact).where(Contact.id == uuid.UUID(company_id), Contact.tenant_id == tenant_id,
Contact.type == "company", Contact.deleted_at.is_(None))
company = (await db.execute(comp_q)).scalar_one_or_none()
if not company:
raise HTTPException(status_code=404, detail="Company not found")
person_q = select(Contact).where(Contact.id == uuid.UUID(contact_id), Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None))
person = (await db.execute(person_q)).scalar_one_or_none()
if not person:
raise HTTPException(status_code=404, detail="Contact not found")
# Create a ContactPerson link
from app.models.contact import ContactPerson
cp = ContactPerson(
tenant_id=tenant_id,
contact_id=company.id,
displayname=person.displayname or person.name or "",
firstname=person.firstname,
lastname=person.surname,
email=person.email_1,
phone=person.phone_1,
)
db.add(cp)
await db.flush()
return {"company_id": company_id, "contact_id": contact_id}
@router.delete("/{company_id}/contacts/{contact_id}", status_code=status.HTTP_204_NO_CONTENT)
async def unlink_contact_from_company(
company_id: str, contact_id: str,
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:write")),
):
tenant_id = uuid.UUID(current_user["tenant_id"])
comp_q = select(Contact).where(Contact.id == uuid.UUID(company_id), Contact.tenant_id == tenant_id,
Contact.type == "company", Contact.deleted_at.is_(None))
company = (await db.execute(comp_q)).scalar_one_or_none()
if not company:
raise HTTPException(status_code=404, detail="Company not found")
# Remove ContactPerson link
from sqlalchemy import delete as sa_delete
from app.models.contact import ContactPerson
await db.execute(
sa_delete(ContactPerson).where(
ContactPerson.contact_id == uuid.UUID(company_id),
ContactPerson.tenant_id == tenant_id,
)
)
await db.flush()
return Response(status_code=status.HTTP_204_NO_CONTENT)
@router.get("/{company_id}/emails")
async def get_company_emails(
company_id: str,
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("contacts:read")),
):
return []