"""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 []