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
+340
-233
@@ -1,309 +1,416 @@
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"""Contact service — CRUD, N:M linking, soft-delete, GDPR hard-delete."""
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"""Unified contact service — CRUD, FTS search, contactpersons, soft-delete, export."""
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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, select
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from sqlalchemy import select, func, or_, text
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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, log_deletion
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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 _contact_to_dict(c: Contact, include_companies: bool = False) -> dict[str, Any]:
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def _compute_displayname(data: dict) -> str:
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"""Compute displayname from type and name fields."""
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if data.get("type") == "person":
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parts = [data.get("surfix"), data.get("firstname"), data.get("surname")]
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return " ".join(p for p in parts if p).strip()
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else:
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return data.get("name") or ""
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def _serialize_contact(c: Contact) -> dict:
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"""Serialize a Contact ORM object to dict."""
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data: dict[str, Any] = {
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return {
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"id": str(c.id),
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"first_name": c.first_name,
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"last_name": c.last_name,
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"email": c.email,
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"phone": c.phone,
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"mobile": c.mobile,
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"position": c.position,
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"department": c.department,
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"linkedin_url": c.linkedin_url,
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"notes": c.notes,
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"type": c.type,
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"displayname": c.displayname,
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"name": c.name,
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"firstname": c.firstname,
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"surname": c.surname,
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"surfix": c.surfix,
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"ext_name_line": c.ext_name_line,
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"gender": c.gender,
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"code": c.code,
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"accounting_code": c.accounting_code,
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"vendor_accounting_code": c.vendor_accounting_code,
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"mailing_street": c.mailing_street,
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"mailing_number": c.mailing_number,
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"mailing_unit_number": c.mailing_unit_number,
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"mailing_district": c.mailing_district,
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"mailing_extra_address_line": c.mailing_extra_address_line,
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"mailing_postalcode": c.mailing_postalcode,
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"mailing_city": c.mailing_city,
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"mailing_state": c.mailing_state,
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"mailing_country": c.mailing_country,
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"visit_street": c.visit_street,
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"visit_number": c.visit_number,
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"visit_unit_number": c.visit_unit_number,
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"visit_district": c.visit_district,
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"visit_extra_address_line": c.visit_extra_address_line,
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"visit_postalcode": c.visit_postalcode,
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"visit_city": c.visit_city,
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"visit_state": c.visit_state,
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"invoice_street": c.invoice_street,
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"invoice_number": c.invoice_number,
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"invoice_unit_number": c.invoice_unit_number,
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"invoice_district": c.invoice_district,
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"invoice_extra_address_line": c.invoice_extra_address_line,
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"invoice_postalcode": c.invoice_postalcode,
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"invoice_city": c.invoice_city,
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"invoice_state": c.invoice_state,
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"invoice_country": c.invoice_country,
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"country": c.country,
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"phone_1": c.phone_1,
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"phone_2": c.phone_2,
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"email_1": c.email_1,
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"email_2": c.email_2,
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"website": c.website,
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"vat_code": c.vat_code,
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"fiscal_code": c.fiscal_code,
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"commerce_code": c.commerce_code,
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"purchase_number": c.purchase_number,
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"bic": c.bic,
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"bank_account": c.bank_account,
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"discount_crew": c.discount_crew,
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"discount_transport": c.discount_transport,
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"discount_rental": c.discount_rental,
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"discount_sale": c.discount_sale,
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"discount_subrent": c.discount_subrent,
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"discount_total": c.discount_total,
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"latitude": c.latitude,
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"longitude": c.longitude,
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"projectnote": c.projectnote,
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"projectnote_title": c.projectnote_title,
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"contact_warning": c.contact_warning,
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"tags": c.tags,
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"image": c.image,
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"custom": c.custom,
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"default_person_id": str(c.default_person_id) if c.default_person_id else None,
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"admin_contactperson_id": str(c.admin_contactperson_id) if c.admin_contactperson_id 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_companies:
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data["companies"] = []
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def _serialize_contact_person(cp: ContactPerson) -> dict:
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"""Serialize a ContactPerson ORM object to dict."""
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return {
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"id": str(cp.id),
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"contact_id": str(cp.contact_id),
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"displayname": cp.displayname,
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"firstname": cp.firstname,
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"middle_name": cp.middle_name,
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"lastname": cp.lastname,
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"function": cp.function,
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"phone": cp.phone,
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"mobilephone": cp.mobilephone,
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"email": cp.email,
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"street": cp.street,
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"number": cp.number,
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"postalcode": cp.postalcode,
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"city": cp.city,
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"state": cp.state,
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"country": cp.country,
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"tags": cp.tags,
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"custom": cp.custom,
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"created_at": cp.created_at.isoformat() if cp.created_at else None,
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"updated_at": cp.updated_at.isoformat() if cp.updated_at else None,
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}
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def _serialize_contact_detail(c: Contact) -> dict:
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"""Serialize with contact_persons included."""
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data = _serialize_contact(c)
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data["contact_persons"] = [_serialize_contact_person(cp) for cp in (c.contact_persons or [])]
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return data
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def _filter_contact_fields(data: dict, resolved_perms: dict) -> dict:
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"""Filter contact 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, "contacts")
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async def list_contacts(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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page: int = 1,
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page_size: int = 20,
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search: str | None = None,
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sort_by: str = "last_name",
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contact_type: str | None = None,
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sort_by: str = "displayname",
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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 contacts with pagination and optional search."""
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page = max(1, page)
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page_size = max(1, min(100, page_size))
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) -> dict:
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"""List contacts with pagination, FTS search, type filter, sorting."""
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base = select(Contact).where(
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Contact.tenant_id == tenant_id,
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Contact.deleted_at.is_(None),
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)
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if contact_type:
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base = base.where(Contact.type == contact_type)
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if search:
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pattern = f"%{search}%"
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base = base.where(
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(Contact.first_name.ilike(pattern))
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| (Contact.last_name.ilike(pattern))
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| (Contact.email.ilike(pattern))
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Contact.search_tsv.op("@@")(func.plainto_tsquery("german", search))
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)
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sort_col = getattr(Contact, sort_by, Contact.last_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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# Count
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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
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sort_col = getattr(Contact, sort_by, Contact.displayname)
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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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# Paginate
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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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contacts = result.scalars().all()
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items = [_contact_to_dict(c) for c in contacts]
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if resolved_perms is not None:
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items = [_filter_contact_fields(item, resolved_perms) for item in items]
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return {
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"items": items,
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"items": [_serialize_contact(c) for c in contacts],
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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_contact_detail(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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contact_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 contact with its linked companies array."""
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q = select(Contact).where(
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Contact.id == contact_id,
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Contact.tenant_id == tenant_id,
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Contact.deleted_at.is_(None),
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async def get_contact(db: AsyncSession, tenant_id: uuid.UUID, contact_id: str) -> dict:
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"""Get a single contact 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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Contact.id == uuid.UUID(contact_id),
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Contact.tenant_id == tenant_id,
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Contact.deleted_at.is_(None),
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)
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)
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result = await db.execute(q)
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contact = result.scalar_one_or_none()
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if contact is None:
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return None
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data = _contact_to_dict(contact, include_companies=True)
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companies_q = (
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select(Company, CompanyContact)
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.join(CompanyContact, CompanyContact.company_id == Company.id)
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.where(
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CompanyContact.contact_id == contact_id,
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CompanyContact.tenant_id == tenant_id,
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Company.deleted_at.is_(None),
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)
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)
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companies_result = await db.execute(companies_q)
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companies_list = []
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for company, link in companies_result.all():
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companies_list.append(
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{
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"id": str(company.id),
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"name": company.name,
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"industry": company.industry,
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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["companies"] = companies_list
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if resolved_perms is not None:
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data = _filter_contact_fields(data, resolved_perms)
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return data
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if not contact:
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raise ValueError("Contact not found")
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return _serialize_contact_detail(contact)
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async def create_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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data: dict[str, Any],
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) -> dict[str, Any]:
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"""Create a new contact, optionally linking to companies via company_ids."""
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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 new contact."""
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data["displayname"] = _compute_displayname(data)
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contact_persons_data = data.pop("contact_persons", None)
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contact = Contact(
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tenant_id=tenant_id,
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first_name=data["first_name"],
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last_name=data["last_name"],
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email=data.get("email"),
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phone=data.get("phone"),
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mobile=data.get("mobile"),
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position=data.get("position"),
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department=data.get("department"),
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linkedin_url=data.get("linkedin_url"),
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notes=data.get("notes"),
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created_by=user_id,
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updated_by=user_id,
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**{k: v for k, v in data.items() if hasattr(Contact, k)},
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)
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db.add(contact)
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await db.flush()
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company_ids = data.get("company_ids")
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linked_companies = []
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if company_ids:
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for cid_str in company_ids:
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try:
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cid = uuid.UUID(cid_str) if isinstance(cid_str, str) else cid_str
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except (ValueError, TypeError):
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continue
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comp_q = select(Company).where(
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Company.id == cid,
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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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continue
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link = CompanyContact(
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# Create inline contact persons
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if contact_persons_data:
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for cp_data in contact_persons_data:
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cp_data["displayname"] = " ".join(
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p for p in [cp_data.get("firstname"), cp_data.get("lastname")] if p
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).strip()
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cp = ContactPerson(
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tenant_id=tenant_id,
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company_id=cid,
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contact_id=contact.id,
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created_by=user_id,
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updated_by=user_id,
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**{k: v for k, v in cp_data.items() if hasattr(ContactPerson, k)},
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)
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db.add(link)
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linked_companies.append(str(cid))
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db.add(cp)
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await db.flush()
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await db.refresh(contact)
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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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"contact",
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contact.id,
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changes={
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"first_name": data["first_name"],
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"last_name": data["last_name"],
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"linked_companies": linked_companies,
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},
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)
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return _contact_to_dict(contact)
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# Load with contact_persons
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q = select(Contact).options(selectinload(Contact.contact_persons)).where(Contact.id == contact.id)
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result = await db.execute(q)
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contact = result.scalar_one()
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return _serialize_contact_detail(contact)
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async def update_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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contact_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 contact (partial update) and audit-log changes."""
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q = select(Contact).where(
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Contact.id == contact_id,
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Contact.tenant_id == tenant_id,
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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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contact = result.scalar_one_or_none()
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if contact is None:
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return None
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changes: dict[str, Any] = {}
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all_fields = (
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"first_name", "last_name", "email", "phone", "mobile",
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"position", "department", "linkedin_url", "notes",
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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(contact, field)
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changes[field] = {"old": old_val, "new": data[field]}
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setattr(contact, field, data[field])
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contact.updated_by = user_id
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await db.flush()
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await db.refresh(contact)
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await log_audit(db, tenant_id, user_id, "update", "contact", contact_id, changes=changes)
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return _contact_to_dict(contact)
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async def soft_delete_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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contact_id: uuid.UUID,
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) -> bool:
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"""Soft-delete a contact (set deleted_at)."""
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q = select(Contact).where(
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Contact.id == contact_id,
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Contact.tenant_id == tenant_id,
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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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contact = result.scalar_one_or_none()
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if contact is None:
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return False
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contact.deleted_at = datetime.now(UTC)
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contact.updated_by = user_id
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await db.flush()
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await log_audit(
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db, tenant_id, user_id, "delete", "contact", contact_id,
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changes={"first_name": contact.first_name, "last_name": contact.last_name},
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)
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return True
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async def gdpr_hard_delete_contact(
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db: AsyncSession,
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tenant_id: uuid.UUID,
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user_id: uuid.UUID,
|
||||
contact_id: uuid.UUID,
|
||||
) -> bool:
|
||||
"""GDPR hard-delete: physical delete + deletion_log entry with snapshot."""
|
||||
q = select(Contact).where(
|
||||
Contact.id == contact_id,
|
||||
Contact.tenant_id == tenant_id,
|
||||
)
|
||||
result = await db.execute(q)
|
||||
contact = result.scalar_one_or_none()
|
||||
if contact is None:
|
||||
return False
|
||||
|
||||
snapshot = _contact_to_dict(contact)
|
||||
|
||||
await db.execute(
|
||||
delete(CompanyContact).where(
|
||||
CompanyContact.contact_id == contact_id,
|
||||
CompanyContact.tenant_id == tenant_id,
|
||||
db: AsyncSession, tenant_id: uuid.UUID, user_id: uuid.UUID, contact_id: str, data: dict
|
||||
) -> dict:
|
||||
"""Update a contact."""
|
||||
q = (
|
||||
select(Contact)
|
||||
.options(selectinload(Contact.contact_persons))
|
||||
.where(
|
||||
Contact.id == uuid.UUID(contact_id),
|
||||
Contact.tenant_id == tenant_id,
|
||||
Contact.deleted_at.is_(None),
|
||||
)
|
||||
)
|
||||
result = await db.execute(q)
|
||||
contact = result.scalar_one_or_none()
|
||||
if not contact:
|
||||
raise ValueError("Contact not found")
|
||||
|
||||
# Recompute displayname if name fields changed
|
||||
if any(k in data for k in ("type", "name", "firstname", "surname", "surfix")):
|
||||
merged = {**_serialize_contact(contact), **data}
|
||||
data["displayname"] = _compute_displayname(merged)
|
||||
|
||||
for key, value in data.items():
|
||||
if hasattr(contact, key):
|
||||
setattr(contact, key, value)
|
||||
contact.updated_by = user_id
|
||||
|
||||
await db.flush()
|
||||
return _serialize_contact_detail(contact)
|
||||
|
||||
|
||||
async def delete_contact(db: AsyncSession, tenant_id: uuid.UUID, contact_id: str) -> None:
|
||||
"""Soft-delete a contact."""
|
||||
q = select(Contact).where(
|
||||
Contact.id == uuid.UUID(contact_id),
|
||||
Contact.tenant_id == tenant_id,
|
||||
Contact.deleted_at.is_(None),
|
||||
)
|
||||
result = await db.execute(q)
|
||||
contact = result.scalar_one_or_none()
|
||||
if not contact:
|
||||
raise ValueError("Contact not found")
|
||||
from datetime import datetime, timezone
|
||||
contact.deleted_at = datetime.now(timezone.utc)
|
||||
await db.flush()
|
||||
|
||||
|
||||
async def hard_delete_contact(db: AsyncSession, tenant_id: uuid.UUID, contact_id: str) -> None:
|
||||
"""GDPR hard-delete a contact."""
|
||||
q = select(Contact).where(
|
||||
Contact.id == uuid.UUID(contact_id),
|
||||
Contact.tenant_id == tenant_id,
|
||||
)
|
||||
result = await db.execute(q)
|
||||
contact = result.scalar_one_or_none()
|
||||
if not contact:
|
||||
raise ValueError("Contact not found")
|
||||
await db.delete(contact)
|
||||
await db.flush()
|
||||
|
||||
await log_deletion(
|
||||
db,
|
||||
tenant_id,
|
||||
user_id,
|
||||
"contact",
|
||||
contact_id,
|
||||
snapshot,
|
||||
|
||||
# ── ContactPerson CRUD ──
|
||||
|
||||
async def list_contact_persons(
|
||||
db: AsyncSession, tenant_id: uuid.UUID, contact_id: str
|
||||
) -> list[dict]:
|
||||
"""List all contact persons for a contact."""
|
||||
q = select(ContactPerson).where(
|
||||
ContactPerson.contact_id == uuid.UUID(contact_id),
|
||||
ContactPerson.tenant_id == tenant_id,
|
||||
ContactPerson.deleted_at.is_(None),
|
||||
).order_by(ContactPerson.displayname)
|
||||
result = await db.execute(q)
|
||||
return [_serialize_contact_person(cp) for cp in result.scalars().all()]
|
||||
|
||||
|
||||
async def create_contact_person(
|
||||
db: AsyncSession, tenant_id: uuid.UUID, user_id: uuid.UUID, contact_id: str, data: dict
|
||||
) -> dict:
|
||||
"""Add a contact person to a contact."""
|
||||
data["displayname"] = " ".join(
|
||||
p for p in [data.get("firstname"), data.get("lastname")] if p
|
||||
).strip()
|
||||
cp = ContactPerson(
|
||||
tenant_id=tenant_id,
|
||||
contact_id=uuid.UUID(contact_id),
|
||||
created_by=user_id,
|
||||
updated_by=user_id,
|
||||
**{k: v for k, v in data.items() if hasattr(ContactPerson, k)},
|
||||
)
|
||||
return True
|
||||
db.add(cp)
|
||||
await db.flush()
|
||||
return _serialize_contact_person(cp)
|
||||
|
||||
|
||||
async def update_contact_person(
|
||||
db: AsyncSession, tenant_id: uuid.UUID, user_id: uuid.UUID, contact_id: str, person_id: str, data: dict
|
||||
) -> dict:
|
||||
"""Update a contact person."""
|
||||
q = select(ContactPerson).where(
|
||||
ContactPerson.id == uuid.UUID(person_id),
|
||||
ContactPerson.contact_id == uuid.UUID(contact_id),
|
||||
ContactPerson.tenant_id == tenant_id,
|
||||
ContactPerson.deleted_at.is_(None),
|
||||
)
|
||||
result = await db.execute(q)
|
||||
cp = result.scalar_one_or_none()
|
||||
if not cp:
|
||||
raise ValueError("Contact person not found")
|
||||
|
||||
if any(k in data for k in ("firstname", "lastname")):
|
||||
merged = {**_serialize_contact_person(cp), **data}
|
||||
data["displayname"] = " ".join(
|
||||
p for p in [merged.get("firstname"), merged.get("lastname")] if p
|
||||
).strip()
|
||||
|
||||
for key, value in data.items():
|
||||
if hasattr(cp, key):
|
||||
setattr(cp, key, value)
|
||||
cp.updated_by = user_id
|
||||
await db.flush()
|
||||
return _serialize_contact_person(cp)
|
||||
|
||||
|
||||
async def delete_contact_person(
|
||||
db: AsyncSession, tenant_id: uuid.UUID, contact_id: str, person_id: str
|
||||
) -> None:
|
||||
"""Soft-delete a contact person."""
|
||||
q = select(ContactPerson).where(
|
||||
ContactPerson.id == uuid.UUID(person_id),
|
||||
ContactPerson.contact_id == uuid.UUID(contact_id),
|
||||
ContactPerson.tenant_id == tenant_id,
|
||||
ContactPerson.deleted_at.is_(None),
|
||||
)
|
||||
result = await db.execute(q)
|
||||
cp = result.scalar_one_or_none()
|
||||
if not cp:
|
||||
raise ValueError("Contact person not found")
|
||||
from datetime import datetime, timezone
|
||||
cp.deleted_at = datetime.now(timezone.utc)
|
||||
await db.flush()
|
||||
|
||||
|
||||
async def export_contacts_csv(
|
||||
db: AsyncSession, tenant_id: uuid.UUID, contact_type: str | None = None, search: str | None = None
|
||||
) -> str:
|
||||
"""Export contacts as CSV string."""
|
||||
base = select(Contact).where(
|
||||
Contact.tenant_id == tenant_id,
|
||||
Contact.deleted_at.is_(None),
|
||||
)
|
||||
if contact_type:
|
||||
base = base.where(Contact.type == contact_type)
|
||||
if search:
|
||||
base = base.where(Contact.search_tsv.op("@@")(func.plainto_tsquery("german", search)))
|
||||
base = base.order_by(Contact.displayname)
|
||||
|
||||
result = await db.execute(base)
|
||||
contacts = result.scalars().all()
|
||||
|
||||
output = io.StringIO()
|
||||
writer = csv.writer(output)
|
||||
writer.writerow([
|
||||
"id", "type", "displayname", "name", "firstname", "surname", "code",
|
||||
"email_1", "email_2", "phone_1", "phone_2", "website",
|
||||
"mailing_city", "mailing_postalcode", "mailing_country",
|
||||
"vat_code", "tags",
|
||||
])
|
||||
for c in contacts:
|
||||
writer.writerow([
|
||||
str(c.id), c.type, c.displayname, c.name or "", c.firstname or "", c.surname or "",
|
||||
c.code or "", c.email_1 or "", c.email_2 or "", c.phone_1 or "", c.phone_2 or "",
|
||||
c.website or "", c.mailing_city or "", c.mailing_postalcode or "",
|
||||
c.mailing_country or "", c.vat_code or "", c.tags or "",
|
||||
])
|
||||
return output.getvalue()
|
||||
|
||||
Reference in New Issue
Block a user