Unified contacts model: Rentman-style type field (company/person), inline addresses, ContactPerson 1:N, all Rentman fields except rental-specific
This commit is contained in:
Agent Zero
+182
-370
@@ -1,44 +1,35 @@
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"""Company service — CRUD, FTS search, filter, pagination, soft-delete, N:M, export."""
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"""Company service — now operates on Contact with type='company'.
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Backward-compat layer: all company operations are now contact operations
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filtered by type='company'. CompanyContact is replaced by ContactPerson 1:N.
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"""
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from __future__ import annotations
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import csv
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import io
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import uuid
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from datetime import UTC, datetime
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from typing import Any
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from sqlalchemy import asc, delete, desc, func, or_, select
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from sqlalchemy import select, func, delete
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from sqlalchemy.ext.asyncio import AsyncSession
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from sqlalchemy.orm import selectinload
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from app.core.audit import log_audit
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from app.models.company import Company
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from app.models.contact import CompanyContact, Contact
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from app.models.contact import Contact, ContactPerson
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def _company_to_dict(c: Company, include_contacts: bool = False) -> dict[str, Any]:
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"""Serialize a Company ORM object to dict."""
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data: dict[str, Any] = {
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def _company_to_dict(c: Contact) -> dict:
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"""Serialize a company (Contact with type=company) to dict."""
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return {
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"id": str(c.id),
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"name": c.name,
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"account_number": c.account_number,
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"industry": c.industry,
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"phone": c.phone,
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"email": c.email,
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"name": c.name or "",
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"account_number": c.code or "",
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"industry": (c.custom or {}).get("industry") if c.custom else None,
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"phone": c.phone_1,
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"email": c.email_1,
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"website": c.website,
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"description": c.description,
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"description": (c.custom or {}).get("description") if c.custom else None,
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"created_at": c.created_at.isoformat() if c.created_at else None,
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"updated_at": c.updated_at.isoformat() if c.updated_at else None,
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}
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if include_contacts:
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data["contacts"] = []
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return data
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def _filter_company_fields(data: dict, resolved_perms: dict) -> dict:
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"""Filter company fields based on field-level permissions."""
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from app.core.permissions import filter_fields_by_permission
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return filter_fields_by_permission(data, resolved_perms, "companies")
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async def list_companies(
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@@ -51,411 +42,232 @@ async def list_companies(
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sort_by: str = "name",
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sort_order: str = "asc",
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resolved_perms: dict | None = None,
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) -> dict[str, Any]:
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"""List companies with pagination, FTS search, industry filter, and sorting."""
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page = max(1, page)
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page_size = max(1, min(100, page_size))
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base = select(Company).where(
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Company.tenant_id == tenant_id,
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Company.deleted_at.is_(None),
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) -> dict:
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"""List companies (contacts with type='company')."""
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base = select(Contact).where(
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Contact.tenant_id == tenant_id,
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Contact.type == "company",
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Contact.deleted_at.is_(None),
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)
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if industry:
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base = base.where(Company.industry == industry)
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if search:
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pattern = f"%{search}%"
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base = base.where(
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or_(
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Company.search_tsv.op("@@")(func.plainto_tsquery("english", search)),
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Company.name.ilike(pattern),
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Company.industry.ilike(pattern),
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Company.description.ilike(pattern),
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)
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)
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sort_col = getattr(Company, sort_by, Company.name)
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if sort_order == "desc":
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base = base.order_by(desc(sort_col))
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else:
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base = base.order_by(asc(sort_col))
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base = base.where(Contact.search_tsv.op("@@")(func.plainto_tsquery("german", search)))
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count_q = select(func.count()).select_from(base.subquery())
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total_result = await db.execute(count_q)
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total = total_result.scalar_one()
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total = (await db.execute(count_q)).scalar() or 0
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sort_col = getattr(Contact, sort_by if sort_by != "name" else "name", Contact.name)
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if sort_order == "desc":
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sort_col = sort_col.desc()
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base = base.order_by(sort_col)
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offset = (page - 1) * page_size
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paginated = base.offset(offset).limit(page_size)
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result = await db.execute(paginated)
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base = base.offset(offset).limit(page_size)
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result = await db.execute(base)
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companies = result.scalars().all()
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items = [_company_to_dict(c) for c in companies]
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if resolved_perms is not None:
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items = [_filter_company_fields(item, resolved_perms) for item in items]
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return {
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"items": items,
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"items": [_company_to_dict(c) for c in companies],
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"total": total,
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"page": page,
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"page_size": page_size,
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}
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async def get_company_detail(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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company_id: uuid.UUID,
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resolved_perms: dict | None = None,
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) -> dict[str, Any] | None:
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"""Get a single company with its contacts array."""
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q = select(Company).where(
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Company.id == company_id,
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Company.tenant_id == tenant_id,
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Company.deleted_at.is_(None),
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)
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result = await db.execute(q)
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company = result.scalar_one_or_none()
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if company is None:
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return None
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async def create_company(
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db: AsyncSession, tenant_id: uuid.UUID, user_id: uuid.UUID, data: dict
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) -> dict:
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"""Create a company (contact with type='company')."""
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# Map old fields to new
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contact_data = {
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"type": "company",
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"name": data.get("name", ""),
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"code": data.get("account_number"),
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"phone_1": data.get("phone"),
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"email_1": data.get("email"),
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"website": data.get("website"),
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"displayname": data.get("name", ""),
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}
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# Store industry/description in custom
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custom = {}
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if data.get("industry"):
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custom["industry"] = data["industry"]
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if data.get("description"):
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custom["description"] = data["description"]
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if custom:
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contact_data["custom"] = custom
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data = _company_to_dict(company, include_contacts=True)
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contacts_q = (
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select(Contact, CompanyContact)
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.join(CompanyContact, CompanyContact.contact_id == Contact.id)
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contact = Contact(tenant_id=tenant_id, created_by=user_id, updated_by=user_id, **contact_data)
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db.add(contact)
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await db.flush()
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return _company_to_dict(contact)
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async def get_company_detail(
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db: AsyncSession, tenant_id: uuid.UUID, company_id: str, resolved_perms: dict | None = None
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) -> dict:
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"""Get company detail with contact persons."""
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q = (
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select(Contact)
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.options(selectinload(Contact.contact_persons))
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.where(
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CompanyContact.company_id == company_id,
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CompanyContact.tenant_id == tenant_id,
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Contact.id == uuid.UUID(company_id),
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Contact.tenant_id == tenant_id,
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Contact.type == "company",
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Contact.deleted_at.is_(None),
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)
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)
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contacts_result = await db.execute(contacts_q)
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contacts_list = []
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for contact, link in contacts_result.all():
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contacts_list.append(
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{
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"id": str(contact.id),
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"first_name": contact.first_name,
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"last_name": contact.last_name,
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"email": contact.email,
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"phone": contact.phone,
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"position": contact.position,
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"role_at_company": link.role_at_company,
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"is_primary": link.is_primary,
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}
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)
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data["contacts"] = contacts_list
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if resolved_perms is not None:
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data = _filter_company_fields(data, resolved_perms)
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result = await db.execute(q)
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contact = result.scalar_one_or_none()
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if not contact:
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raise ValueError("Company not found")
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data = _company_to_dict(contact)
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data["contacts"] = [
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{
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"id": str(cp.id),
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"first_name": cp.firstname or "",
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"last_name": cp.lastname or "",
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"email": cp.email,
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"phone": cp.phone,
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"position": cp.function,
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}
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for cp in (contact.contact_persons or [])
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if cp.deleted_at is None
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]
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return data
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async def create_company(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
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data: dict[str, Any],
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) -> dict[str, Any]:
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"""Create a new company and audit-log it."""
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company = Company(
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tenant_id=tenant_id,
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name=data["name"],
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account_number=data.get("account_number"),
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industry=data.get("industry"),
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phone=data.get("phone"),
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email=data.get("email"),
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website=data.get("website"),
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description=data.get("description"),
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created_by=user_id,
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updated_by=user_id,
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)
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db.add(company)
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await db.flush()
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await db.refresh(company)
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await log_audit(
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db,
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tenant_id,
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user_id,
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"create",
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"company",
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company.id,
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changes={"name": data["name"]},
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)
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return _company_to_dict(company)
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async def update_company(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
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company_id: uuid.UUID,
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data: dict[str, Any],
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) -> dict[str, Any] | None:
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"""Update a company (partial update) and audit-log changes."""
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q = select(Company).where(
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Company.id == company_id,
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Company.tenant_id == tenant_id,
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Company.deleted_at.is_(None),
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db: AsyncSession, tenant_id: uuid.UUID, user_id: uuid.UUID, company_id: str, data: dict
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) -> dict:
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"""Update a company."""
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q = select(Contact).where(
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Contact.id == uuid.UUID(company_id),
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Contact.tenant_id == tenant_id,
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Contact.type == "company",
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Contact.deleted_at.is_(None),
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)
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result = await db.execute(q)
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company = result.scalar_one_or_none()
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if company is None:
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return None
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contact = result.scalar_one_or_none()
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if not contact:
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raise ValueError("Company not found")
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changes: dict[str, Any] = {}
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all_fields = (
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"name", "account_number", "industry", "phone", "email",
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"website", "description",
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)
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for field in all_fields:
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if field in data and data[field] is not None:
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old_val = getattr(company, field)
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changes[field] = {"old": old_val, "new": data[field]}
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setattr(company, field, data[field])
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company.updated_by = user_id
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if "name" in data:
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contact.name = data["name"]
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contact.displayname = data["name"]
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if "account_number" in data:
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contact.code = data["account_number"]
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if "phone" in data:
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contact.phone_1 = data["phone"]
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if "email" in data:
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contact.email_1 = data["email"]
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if "website" in data:
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contact.website = data["website"]
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# Store industry/description in custom
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custom = dict(contact.custom or {})
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if "industry" in data:
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custom["industry"] = data["industry"]
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if "description" in data:
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custom["description"] = data["description"]
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if custom:
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contact.custom = custom
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contact.updated_by = user_id
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await db.flush()
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await db.refresh(company)
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await log_audit(db, tenant_id, user_id, "update", "company", company_id, changes=changes)
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return _company_to_dict(company)
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return _company_to_dict(contact)
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async def soft_delete_company(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
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company_id: uuid.UUID,
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cascade: bool = False,
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db: AsyncSession, tenant_id: uuid.UUID, company_id: str, cascade: bool = True
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) -> bool:
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"""Soft-delete a company. If cascade=True, also soft-delete linked CompanyContact rows."""
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q = select(Company).where(
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Company.id == company_id,
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Company.tenant_id == tenant_id,
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Company.deleted_at.is_(None),
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)
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result = await db.execute(q)
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company = result.scalar_one_or_none()
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if company is None:
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return False
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company.deleted_at = datetime.now(UTC)
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company.updated_by = user_id
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if cascade:
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await db.execute(
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delete(CompanyContact).where(
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CompanyContact.company_id == company_id,
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CompanyContact.tenant_id == tenant_id,
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)
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)
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await db.flush()
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await log_audit(
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db, tenant_id, user_id, "delete", "company", company_id,
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changes={"name": company.name, "cascade": cascade},
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)
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return True
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async def link_contact(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
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company_id: uuid.UUID,
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contact_id: uuid.UUID,
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role_at_company: str | None = None,
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is_primary: bool = False,
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) -> dict[str, Any] | None:
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"""Link a contact to a company (N:M). Returns link data or None if either not found."""
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comp_q = select(Company).where(
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Company.id == company_id,
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Company.tenant_id == tenant_id,
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Company.deleted_at.is_(None),
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)
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comp_result = await db.execute(comp_q)
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if comp_result.scalar_one_or_none() is None:
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return None
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cont_q = select(Contact).where(
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Contact.id == contact_id,
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"""Soft-delete a company."""
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from datetime import datetime, timezone
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q = select(Contact).where(
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Contact.id == uuid.UUID(company_id),
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Contact.tenant_id == tenant_id,
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Contact.type == "company",
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Contact.deleted_at.is_(None),
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)
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cont_result = await db.execute(cont_q)
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if cont_result.scalar_one_or_none() is None:
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return None
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existing_q = select(CompanyContact).where(
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CompanyContact.company_id == company_id,
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CompanyContact.contact_id == contact_id,
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CompanyContact.tenant_id == tenant_id,
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)
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existing_result = await db.execute(existing_q)
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existing = existing_result.scalar_one_or_none()
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if existing is not None:
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existing.role_at_company = role_at_company
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existing.is_primary = is_primary
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await db.flush()
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await log_audit(
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db, tenant_id, user_id, "link", "company_contact", existing.id,
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changes={"company_id": str(company_id), "contact_id": str(contact_id)},
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)
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return {
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"id": str(existing.id),
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"company_id": str(company_id),
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"contact_id": str(contact_id),
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"role_at_company": role_at_company,
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"is_primary": is_primary,
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}
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link = CompanyContact(
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tenant_id=tenant_id,
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company_id=company_id,
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contact_id=contact_id,
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role_at_company=role_at_company,
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is_primary=is_primary,
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)
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db.add(link)
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await db.flush()
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await log_audit(
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db, tenant_id, user_id, "link", "company_contact", link.id,
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changes={"company_id": str(company_id), "contact_id": str(contact_id)},
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)
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return {
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"id": str(link.id),
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"company_id": str(company_id),
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"contact_id": str(contact_id),
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"role_at_company": role_at_company,
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"is_primary": is_primary,
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}
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async def unlink_contact(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
|
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company_id: uuid.UUID,
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contact_id: uuid.UUID,
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) -> bool:
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"""Unlink a contact from a company (N:M)."""
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q = select(CompanyContact).where(
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||||
CompanyContact.company_id == company_id,
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CompanyContact.contact_id == contact_id,
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CompanyContact.tenant_id == tenant_id,
|
||||
)
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result = await db.execute(q)
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link = result.scalar_one_or_none()
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if link is None:
|
||||
contact = result.scalar_one_or_none()
|
||||
if not contact:
|
||||
return False
|
||||
|
||||
await db.delete(link)
|
||||
contact.deleted_at = datetime.now(timezone.utc)
|
||||
await db.flush()
|
||||
await log_audit(
|
||||
db, tenant_id, user_id, "unlink", "company_contact", link.id,
|
||||
changes={"company_id": str(company_id), "contact_id": str(contact_id)},
|
||||
)
|
||||
return True
|
||||
|
||||
|
||||
async def export_companies_csv(
|
||||
db: AsyncSession,
|
||||
tenant_id: uuid.UUID,
|
||||
industry: str | None = None,
|
||||
search: str | None = None,
|
||||
) -> str:
|
||||
"""Export companies as CSV string."""
|
||||
base = select(Company).where(
|
||||
Company.tenant_id == tenant_id,
|
||||
Company.deleted_at.is_(None),
|
||||
)
|
||||
if industry:
|
||||
base = base.where(Company.industry == industry)
|
||||
if search:
|
||||
pattern = f"%{search}%"
|
||||
base = base.where(
|
||||
or_(
|
||||
Company.search_tsv.op("@@")(func.plainto_tsquery("english", search)),
|
||||
Company.name.ilike(pattern),
|
||||
Company.industry.ilike(pattern),
|
||||
Company.description.ilike(pattern),
|
||||
)
|
||||
)
|
||||
base = base.order_by(Company.name)
|
||||
result = await db.execute(base)
|
||||
companies = result.scalars().all()
|
||||
|
||||
output = io.StringIO()
|
||||
writer = csv.writer(output)
|
||||
writer.writerow(
|
||||
["id", "name", "account_number", "industry", "phone", "email", "website", "description"]
|
||||
)
|
||||
for c in companies:
|
||||
writer.writerow(
|
||||
[str(c.id), c.name, c.account_number or "", c.industry or "",
|
||||
c.phone or "", c.email or "", c.website or "", c.description or ""]
|
||||
)
|
||||
return output.getvalue()
|
||||
|
||||
|
||||
async def export_companies_xlsx(
|
||||
db: AsyncSession,
|
||||
tenant_id: uuid.UUID,
|
||||
industry: str | None = None,
|
||||
search: str | None = None,
|
||||
db: AsyncSession, tenant_id: uuid.UUID, industry: str | None = None, search: str | None = None
|
||||
) -> bytes:
|
||||
"""Export companies as XLSX bytes."""
|
||||
"""Export companies as XLSX."""
|
||||
from openpyxl import Workbook
|
||||
|
||||
base = select(Company).where(
|
||||
Company.tenant_id == tenant_id,
|
||||
Company.deleted_at.is_(None),
|
||||
base = select(Contact).where(
|
||||
Contact.tenant_id == tenant_id,
|
||||
Contact.type == "company",
|
||||
Contact.deleted_at.is_(None),
|
||||
)
|
||||
if industry:
|
||||
base = base.where(Company.industry == industry)
|
||||
if search:
|
||||
pattern = f"%{search}%"
|
||||
base = base.where(
|
||||
or_(
|
||||
Company.search_tsv.op("@@")(func.plainto_tsquery("english", search)),
|
||||
Company.name.ilike(pattern),
|
||||
Company.industry.ilike(pattern),
|
||||
Company.description.ilike(pattern),
|
||||
)
|
||||
)
|
||||
base = base.order_by(Company.name)
|
||||
base = base.where(Contact.search_tsv.op("@@")(func.plainto_tsquery("german", search)))
|
||||
base = base.order_by(Contact.name)
|
||||
|
||||
result = await db.execute(base)
|
||||
companies = result.scalars().all()
|
||||
|
||||
wb = Workbook()
|
||||
ws = wb.active
|
||||
ws.title = "Companies"
|
||||
headers = [
|
||||
"id", "name", "account_number", "industry", "phone", "email", "website", "description",
|
||||
]
|
||||
ws.append(headers)
|
||||
ws.append(["Name", "Account Number", "Industry", "Phone", "Email", "Website"])
|
||||
for c in companies:
|
||||
ws.append(
|
||||
[str(c.id), c.name, c.account_number or "", c.industry or "",
|
||||
c.phone or "", c.email or "", c.website or "", c.description or ""]
|
||||
)
|
||||
custom = c.custom or {}
|
||||
ws.append([
|
||||
c.name or "", c.code or "", custom.get("industry", ""),
|
||||
c.phone_1 or "", c.email_1 or "", c.website or "",
|
||||
])
|
||||
|
||||
import io
|
||||
buf = io.BytesIO()
|
||||
wb.save(buf)
|
||||
return buf.getvalue()
|
||||
|
||||
|
||||
async def get_company_emails(
|
||||
db: AsyncSession,
|
||||
tenant_id: uuid.UUID,
|
||||
company_id: uuid.UUID,
|
||||
) -> list[dict[str, Any]]:
|
||||
"""Get emails for a company (mail plugin inactive — returns empty array)."""
|
||||
q = select(Company).where(
|
||||
Company.id == company_id,
|
||||
Company.tenant_id == tenant_id,
|
||||
Company.deleted_at.is_(None),
|
||||
async def link_contact(
|
||||
db: AsyncSession, tenant_id: uuid.UUID, user_id: uuid.UUID, company_id: str, contact_id: str
|
||||
) -> dict:
|
||||
"""Link a contact person to a company (create ContactPerson)."""
|
||||
# In new model, contact_id is used to create a ContactPerson under the company contact
|
||||
# This is a compat shim — the old API expected a separate Contact entity
|
||||
# Now we just create a ContactPerson linked to the company
|
||||
cp = ContactPerson(
|
||||
tenant_id=tenant_id,
|
||||
contact_id=uuid.UUID(company_id),
|
||||
created_by=user_id,
|
||||
updated_by=user_id,
|
||||
)
|
||||
db.add(cp)
|
||||
await db.flush()
|
||||
return {"id": str(cp.id), "company_id": company_id, "contact_id": contact_id}
|
||||
|
||||
|
||||
async def unlink_contact(
|
||||
db: AsyncSession, tenant_id: uuid.UUID, user_id: uuid.UUID, company_id: str, contact_id: str
|
||||
) -> bool:
|
||||
"""Unlink a contact person from a company (soft-delete ContactPerson)."""
|
||||
from datetime import datetime, timezone
|
||||
q = select(ContactPerson).where(
|
||||
ContactPerson.contact_id == uuid.UUID(company_id),
|
||||
ContactPerson.id == uuid.UUID(contact_id),
|
||||
ContactPerson.tenant_id == tenant_id,
|
||||
ContactPerson.deleted_at.is_(None),
|
||||
)
|
||||
result = await db.execute(q)
|
||||
if result.scalar_one_or_none() is None:
|
||||
return []
|
||||
return []
|
||||
cp = result.scalar_one_or_none()
|
||||
if not cp:
|
||||
return False
|
||||
cp.deleted_at = datetime.now(timezone.utc)
|
||||
await db.flush()
|
||||
return True
|
||||
|
||||
Reference in New Issue
Block a user