Files
leocrm/app/services/company_service.py
T

472 lines
14 KiB
Python

"""Company service — CRUD, FTS search, filter, pagination, soft-delete, N:M, export."""
from __future__ import annotations
import csv
import io
import uuid
from datetime import UTC, datetime
from typing import Any
from sqlalchemy import asc, delete, desc, func, or_, select
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.audit import log_audit
from app.models.company import Company
from app.models.contact import CompanyContact, Contact
ADDRESS_FIELDS = ("address_street", "address_city", "address_zip", "address_country", "address_state")
def _company_to_dict(c: Company, include_contacts: bool = False) -> dict[str, Any]:
"""Serialize a Company ORM object to dict."""
data: dict[str, Any] = {
"id": str(c.id),
"name": c.name,
"account_number": c.account_number,
"industry": c.industry,
"phone": c.phone,
"email": c.email,
"website": c.website,
"description": c.description,
"address_street": c.address_street,
"address_city": c.address_city,
"address_zip": c.address_zip,
"address_country": c.address_country,
"address_state": c.address_state,
"created_at": c.created_at.isoformat() if c.created_at else None,
"updated_at": c.updated_at.isoformat() if c.updated_at else None,
}
if include_contacts:
data["contacts"] = []
return data
async def list_companies(
db: AsyncSession,
tenant_id: uuid.UUID,
page: int = 1,
page_size: int = 20,
search: str | None = None,
industry: str | None = None,
sort_by: str = "name",
sort_order: str = "asc",
) -> dict[str, Any]:
"""List companies with pagination, FTS search, industry filter, and sorting."""
page = max(1, page)
page_size = max(1, min(100, page_size))
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),
)
)
sort_col = getattr(Company, sort_by, Company.name)
if sort_order == "desc":
base = base.order_by(desc(sort_col))
else:
base = base.order_by(asc(sort_col))
count_q = select(func.count()).select_from(base.subquery())
total_result = await db.execute(count_q)
total = total_result.scalar_one()
offset = (page - 1) * page_size
paginated = base.offset(offset).limit(page_size)
result = await db.execute(paginated)
companies = result.scalars().all()
return {
"items": [_company_to_dict(c) for c in companies],
"total": total,
"page": page,
"page_size": page_size,
}
async def get_company_detail(
db: AsyncSession,
tenant_id: uuid.UUID,
company_id: uuid.UUID,
) -> dict[str, Any] | None:
"""Get a single company with its contacts array."""
q = select(Company).where(
Company.id == company_id,
Company.tenant_id == tenant_id,
Company.deleted_at.is_(None),
)
result = await db.execute(q)
company = result.scalar_one_or_none()
if company is None:
return None
data = _company_to_dict(company, include_contacts=True)
contacts_q = (
select(Contact, CompanyContact)
.join(CompanyContact, CompanyContact.contact_id == Contact.id)
.where(
CompanyContact.company_id == company_id,
CompanyContact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
)
contacts_result = await db.execute(contacts_q)
contacts_list = []
for contact, link in contacts_result.all():
contacts_list.append(
{
"id": str(contact.id),
"first_name": contact.first_name,
"last_name": contact.last_name,
"email": contact.email,
"phone": contact.phone,
"position": contact.position,
"role_at_company": link.role_at_company,
"is_primary": link.is_primary,
}
)
data["contacts"] = contacts_list
return data
async def create_company(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
data: dict[str, Any],
) -> dict[str, Any]:
"""Create a new company and audit-log it."""
company = Company(
tenant_id=tenant_id,
name=data["name"],
account_number=data.get("account_number"),
industry=data.get("industry"),
phone=data.get("phone"),
email=data.get("email"),
website=data.get("website"),
description=data.get("description"),
address_street=data.get("address_street"),
address_city=data.get("address_city"),
address_zip=data.get("address_zip"),
address_country=data.get("address_country"),
address_state=data.get("address_state"),
created_by=user_id,
updated_by=user_id,
)
db.add(company)
await db.flush()
await db.refresh(company)
await log_audit(
db,
tenant_id,
user_id,
"create",
"company",
company.id,
changes={"name": data["name"]},
)
return _company_to_dict(company)
async def update_company(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
company_id: uuid.UUID,
data: dict[str, Any],
) -> dict[str, Any] | None:
"""Update a company (partial update) and audit-log changes."""
q = select(Company).where(
Company.id == company_id,
Company.tenant_id == tenant_id,
Company.deleted_at.is_(None),
)
result = await db.execute(q)
company = result.scalar_one_or_none()
if company is None:
return None
changes: dict[str, Any] = {}
all_fields = (
"name", "account_number", "industry", "phone", "email",
"website", "description",
) + ADDRESS_FIELDS
for field in all_fields:
if field in data and data[field] is not None:
old_val = getattr(company, field)
changes[field] = {"old": old_val, "new": data[field]}
setattr(company, field, data[field])
company.updated_by = user_id
await db.flush()
await db.refresh(company)
await log_audit(db, tenant_id, user_id, "update", "company", company_id, changes=changes)
return _company_to_dict(company)
async def soft_delete_company(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
company_id: uuid.UUID,
cascade: bool = False,
) -> bool:
"""Soft-delete a company. If cascade=True, also soft-delete linked CompanyContact rows."""
q = select(Company).where(
Company.id == company_id,
Company.tenant_id == tenant_id,
Company.deleted_at.is_(None),
)
result = await db.execute(q)
company = result.scalar_one_or_none()
if company is None:
return False
company.deleted_at = datetime.now(UTC)
company.updated_by = user_id
if cascade:
await db.execute(
delete(CompanyContact).where(
CompanyContact.company_id == company_id,
CompanyContact.tenant_id == tenant_id,
)
)
await db.flush()
await log_audit(
db,
tenant_id,
user_id,
"delete",
"company",
company_id,
changes={"name": company.name, "cascade": cascade},
)
return True
async def link_contact(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
company_id: uuid.UUID,
contact_id: uuid.UUID,
role_at_company: str | None = None,
is_primary: bool = False,
) -> dict[str, Any] | None:
"""Link a contact to a company (N:M). Returns link data or None if either not found."""
comp_q = select(Company).where(
Company.id == company_id,
Company.tenant_id == tenant_id,
Company.deleted_at.is_(None),
)
comp_result = await db.execute(comp_q)
if comp_result.scalar_one_or_none() is None:
return None
cont_q = select(Contact).where(
Contact.id == contact_id,
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
cont_result = await db.execute(cont_q)
if cont_result.scalar_one_or_none() is None:
return None
existing_q = select(CompanyContact).where(
CompanyContact.company_id == company_id,
CompanyContact.contact_id == contact_id,
CompanyContact.tenant_id == tenant_id,
)
existing_result = await db.execute(existing_q)
existing = existing_result.scalar_one_or_none()
if existing is not None:
existing.role_at_company = role_at_company
existing.is_primary = is_primary
await db.flush()
await log_audit(
db, tenant_id, user_id, "link", "company_contact", existing.id,
changes={"company_id": str(company_id), "contact_id": str(contact_id)},
)
return {
"id": str(existing.id),
"company_id": str(company_id),
"contact_id": str(contact_id),
"role_at_company": role_at_company,
"is_primary": is_primary,
}
link = CompanyContact(
tenant_id=tenant_id,
company_id=company_id,
contact_id=contact_id,
role_at_company=role_at_company,
is_primary=is_primary,
)
db.add(link)
await db.flush()
await log_audit(
db, tenant_id, user_id, "link", "company_contact", link.id,
changes={"company_id": str(company_id), "contact_id": str(contact_id)},
)
return {
"id": str(link.id),
"company_id": str(company_id),
"contact_id": str(contact_id),
"role_at_company": role_at_company,
"is_primary": is_primary,
}
async def unlink_contact(
db: AsyncSession,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
company_id: uuid.UUID,
contact_id: uuid.UUID,
) -> bool:
"""Unlink a contact from a company (N:M)."""
q = select(CompanyContact).where(
CompanyContact.company_id == company_id,
CompanyContact.contact_id == contact_id,
CompanyContact.tenant_id == tenant_id,
)
result = await db.execute(q)
link = result.scalar_one_or_none()
if link is None:
return False
await db.delete(link)
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",
"address_street", "address_city", "address_zip", "address_country", "address_state"]
)
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 "",
c.address_street or "", c.address_city or "", c.address_zip or "",
c.address_country or "", c.address_state or ""]
)
return output.getvalue()
async def export_companies_xlsx(
db: AsyncSession,
tenant_id: uuid.UUID,
industry: str | None = None,
search: str | None = None,
) -> bytes:
"""Export companies as XLSX bytes."""
from openpyxl import Workbook
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()
wb = Workbook()
ws = wb.active
ws.title = "Companies"
headers = [
"id", "name", "account_number", "industry", "phone", "email", "website", "description",
"address_street", "address_city", "address_zip", "address_country", "address_state",
]
ws.append(headers)
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 "",
c.address_street or "", c.address_city or "", c.address_zip or "",
c.address_country or "", c.address_state or ""]
)
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),
)
result = await db.execute(q)
if result.scalar_one_or_none() is None:
return []
return []