286 lines
16 KiB
Python
286 lines
16 KiB
Python
"""business_entities
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Revision ID: 0002
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Revises: 0001
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Create Date: 2026-06-03
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Adds 8 new tables for the Phase 4b business logic:
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- accounts, contacts, deals, activities (with polymorphic parent FKs)
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- notes, tags, tag_links (polymorphic parent, no DB FK)
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- deal_stage_history (audit trail of stage transitions)
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All tables include org_id for multi-tenant isolation (R-1) and
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deleted_at for soft-delete (R-1 default filter).
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"""
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from __future__ import annotations
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from collections.abc import Sequence
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from typing import Union
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import sqlalchemy as sa
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from alembic import op
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# revision identifiers, used by Alembic.
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revision: str = "0002"
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down_revision: Union[str, None] = "0001"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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# === accounts ===
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op.create_table(
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"accounts",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("name", sa.String(length=255), nullable=False),
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sa.Column("website", sa.String(length=512), nullable=True),
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sa.Column("industry", sa.String(length=32), nullable=True),
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sa.Column("size", sa.String(length=32), nullable=True),
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sa.Column("address", sa.JSON(), nullable=True),
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sa.Column("owner_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_accounts_org_id"),
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sa.ForeignKeyConstraint(["owner_id"], ["users.id"], name="fk_accounts_owner_id"),
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)
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op.create_index("ix_accounts_name", "accounts", ["name"])
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op.create_index("ix_accounts_industry", "accounts", ["industry"])
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op.create_index("ix_accounts_org_id", "accounts", ["org_id"])
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op.create_index("ix_accounts_owner_id", "accounts", ["owner_id"])
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op.create_index("ix_accounts_created_at", "accounts", ["created_at"])
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op.create_index("ix_accounts_deleted_at", "accounts", ["deleted_at"])
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# === contacts ===
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op.create_table(
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"contacts",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("first_name", sa.String(length=128), nullable=False),
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sa.Column("last_name", sa.String(length=128), nullable=False),
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sa.Column("email", sa.String(length=255), nullable=True),
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sa.Column("phone", sa.String(length=64), nullable=True),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("owner_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_contacts_org_id"),
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sa.ForeignKeyConstraint(["account_id"], ["accounts.id"], name="fk_contacts_account_id"),
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sa.ForeignKeyConstraint(["owner_id"], ["users.id"], name="fk_contacts_owner_id"),
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)
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op.create_index("ix_contacts_last_name", "contacts", ["last_name"])
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op.create_index("ix_contacts_email", "contacts", ["email"])
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op.create_index("ix_contacts_org_id", "contacts", ["org_id"])
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op.create_index("ix_contacts_account_id", "contacts", ["account_id"])
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op.create_index("ix_contacts_owner_id", "contacts", ["owner_id"])
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op.create_index("ix_contacts_created_at", "contacts", ["created_at"])
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op.create_index("ix_contacts_deleted_at", "contacts", ["deleted_at"])
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# === deals ===
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op.create_table(
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"deals",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("title", sa.String(length=255), nullable=False),
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sa.Column("value", sa.Numeric(12, 2), nullable=False, server_default="0"),
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sa.Column("currency", sa.String(length=3), nullable=False, server_default="EUR"),
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sa.Column("stage", sa.String(length=32), nullable=False, server_default="lead"),
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sa.Column("close_date", sa.Date(), nullable=True),
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sa.Column("account_id", sa.Integer(), nullable=False),
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sa.Column("owner_id", sa.Integer(), nullable=False),
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sa.Column("won_lost_reason", sa.String(length=512), nullable=True),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_deals_org_id"),
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sa.ForeignKeyConstraint(["account_id"], ["accounts.id"], name="fk_deals_account_id"),
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sa.ForeignKeyConstraint(["owner_id"], ["users.id"], name="fk_deals_owner_id"),
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)
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op.create_index("ix_deals_stage", "deals", ["stage"])
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op.create_index("ix_deals_org_id", "deals", ["org_id"])
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op.create_index("ix_deals_account_id", "deals", ["account_id"])
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op.create_index("ix_deals_owner_id", "deals", ["owner_id"])
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op.create_index("ix_deals_created_at", "deals", ["created_at"])
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op.create_index("ix_deals_deleted_at", "deals", ["deleted_at"])
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# === activities ===
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op.create_table(
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"activities",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("type", sa.String(length=32), nullable=False),
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sa.Column("subject", sa.String(length=255), nullable=False),
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sa.Column("body", sa.Text(), nullable=True),
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sa.Column("due_date", sa.DateTime(timezone=True), nullable=True),
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sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True),
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sa.Column("account_id", sa.Integer(), nullable=True),
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sa.Column("contact_id", sa.Integer(), nullable=True),
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sa.Column("deal_id", sa.Integer(), nullable=True),
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sa.Column("owner_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_activities_org_id"),
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sa.ForeignKeyConstraint(["account_id"], ["accounts.id"], name="fk_activities_account_id"),
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sa.ForeignKeyConstraint(["contact_id"], ["contacts.id"], name="fk_activities_contact_id"),
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sa.ForeignKeyConstraint(["deal_id"], ["deals.id"], name="fk_activities_deal_id"),
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sa.ForeignKeyConstraint(["owner_id"], ["users.id"], name="fk_activities_owner_id"),
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)
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op.create_index("ix_activities_type", "activities", ["type"])
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op.create_index("ix_activities_due_date", "activities", ["due_date"])
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op.create_index("ix_activities_org_id", "activities", ["org_id"])
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op.create_index("ix_activities_account_id", "activities", ["account_id"])
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op.create_index("ix_activities_contact_id", "activities", ["contact_id"])
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op.create_index("ix_activities_deal_id", "activities", ["deal_id"])
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op.create_index("ix_activities_owner_id", "activities", ["owner_id"])
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op.create_index("ix_activities_created_at", "activities", ["created_at"])
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op.create_index("ix_activities_deleted_at", "activities", ["deleted_at"])
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# === notes ===
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op.create_table(
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"notes",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("body", sa.Text(), nullable=False),
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sa.Column("author_id", sa.Integer(), nullable=False),
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sa.Column("parent_type", sa.String(length=32), nullable=False),
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sa.Column("parent_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_notes_org_id"),
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sa.ForeignKeyConstraint(["author_id"], ["users.id"], name="fk_notes_author_id"),
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)
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op.create_index("ix_notes_parent_type", "notes", ["parent_type"])
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op.create_index("ix_notes_parent_id", "notes", ["parent_id"])
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op.create_index("ix_notes_author_id", "notes", ["author_id"])
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op.create_index("ix_notes_org_id", "notes", ["org_id"])
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op.create_index("ix_notes_created_at", "notes", ["created_at"])
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op.create_index("ix_notes_deleted_at", "notes", ["deleted_at"])
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# === tags ===
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op.create_table(
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"tags",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("name", sa.String(length=64), nullable=False),
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sa.Column("color", sa.String(length=7), nullable=False, server_default="#3B82F6"),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_tags_org_id"),
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)
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op.create_index("ix_tags_name", "tags", ["name"])
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op.create_index("ix_tags_org_id", "tags", ["org_id"])
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op.create_index("ix_tags_created_at", "tags", ["created_at"])
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op.create_index("ix_tags_deleted_at", "tags", ["deleted_at"])
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# === tag_links ===
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op.create_table(
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"tag_links",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("tag_id", sa.Integer(), nullable=False),
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sa.Column("parent_type", sa.String(length=32), nullable=False),
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sa.Column("parent_id", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_tag_links_org_id"),
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sa.ForeignKeyConstraint(["tag_id"], ["tags.id"], ondelete="CASCADE", name="fk_tag_links_tag_id"),
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sa.UniqueConstraint("tag_id", "parent_type", "parent_id", name="uq_tag_link"),
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)
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op.create_index("ix_tag_links_tag_id", "tag_links", ["tag_id"])
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op.create_index("ix_tag_links_parent_type", "tag_links", ["parent_type"])
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op.create_index("ix_tag_links_parent_id", "tag_links", ["parent_id"])
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op.create_index("ix_tag_links_org_id", "tag_links", ["org_id"])
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op.create_index("ix_tag_links_created_at", "tag_links", ["created_at"])
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op.create_index("ix_tag_links_deleted_at", "tag_links", ["deleted_at"])
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# === deal_stage_history ===
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op.create_table(
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"deal_stage_history",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("org_id", sa.Integer(), nullable=False),
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sa.Column("deal_id", sa.Integer(), nullable=False),
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sa.Column("from_stage", sa.String(length=32), nullable=True),
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sa.Column("to_stage", sa.String(length=32), nullable=False),
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sa.Column("changed_by", sa.Integer(), nullable=False),
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sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
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sa.ForeignKeyConstraint(["org_id"], ["orgs.id"], ondelete="CASCADE", name="fk_dsh_org_id"),
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sa.ForeignKeyConstraint(["deal_id"], ["deals.id"], ondelete="CASCADE", name="fk_dsh_deal_id"),
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sa.ForeignKeyConstraint(["changed_by"], ["users.id"], name="fk_dsh_changed_by"),
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)
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op.create_index("ix_dsh_deal_id", "deal_stage_history", ["deal_id"])
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op.create_index("ix_dsh_org_id", "deal_stage_history", ["org_id"])
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op.create_index("ix_dsh_created_at", "deal_stage_history", ["created_at"])
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def downgrade() -> None:
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op.drop_index("ix_dsh_created_at", table_name="deal_stage_history")
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op.drop_index("ix_dsh_org_id", table_name="deal_stage_history")
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op.drop_index("ix_dsh_deal_id", table_name="deal_stage_history")
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op.drop_table("deal_stage_history")
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op.drop_index("ix_tag_links_deleted_at", table_name="tag_links")
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op.drop_index("ix_tag_links_created_at", table_name="tag_links")
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op.drop_index("ix_tag_links_org_id", table_name="tag_links")
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op.drop_index("ix_tag_links_parent_id", table_name="tag_links")
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op.drop_index("ix_tag_links_parent_type", table_name="tag_links")
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op.drop_index("ix_tag_links_tag_id", table_name="tag_links")
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op.drop_table("tag_links")
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op.drop_index("ix_tags_deleted_at", table_name="tags")
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op.drop_index("ix_tags_created_at", table_name="tags")
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op.drop_index("ix_tags_org_id", table_name="tags")
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op.drop_index("ix_tags_name", table_name="tags")
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op.drop_table("tags")
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op.drop_index("ix_notes_deleted_at", table_name="notes")
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op.drop_index("ix_notes_created_at", table_name="notes")
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op.drop_index("ix_notes_org_id", table_name="notes")
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op.drop_index("ix_notes_author_id", table_name="notes")
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op.drop_index("ix_notes_parent_id", table_name="notes")
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op.drop_index("ix_notes_parent_type", table_name="notes")
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op.drop_table("notes")
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op.drop_index("ix_activities_deleted_at", table_name="activities")
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op.drop_index("ix_activities_created_at", table_name="activities")
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op.drop_index("ix_activities_owner_id", table_name="activities")
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op.drop_index("ix_activities_deal_id", table_name="activities")
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op.drop_index("ix_activities_contact_id", table_name="activities")
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op.drop_index("ix_activities_account_id", table_name="activities")
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op.drop_index("ix_activities_org_id", table_name="activities")
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op.drop_index("ix_activities_due_date", table_name="activities")
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op.drop_index("ix_activities_type", table_name="activities")
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op.drop_table("activities")
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op.drop_index("ix_deals_deleted_at", table_name="deals")
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op.drop_index("ix_deals_created_at", table_name="deals")
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op.drop_index("ix_deals_owner_id", table_name="deals")
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op.drop_index("ix_deals_account_id", table_name="deals")
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op.drop_index("ix_deals_org_id", table_name="deals")
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op.drop_index("ix_deals_stage", table_name="deals")
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op.drop_table("deals")
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op.drop_index("ix_contacts_deleted_at", table_name="contacts")
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op.drop_index("ix_contacts_created_at", table_name="contacts")
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op.drop_index("ix_contacts_owner_id", table_name="contacts")
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op.drop_index("ix_contacts_account_id", table_name="contacts")
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op.drop_index("ix_contacts_org_id", table_name="contacts")
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op.drop_index("ix_contacts_email", table_name="contacts")
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op.drop_index("ix_contacts_last_name", table_name="contacts")
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op.drop_table("contacts")
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op.drop_index("ix_accounts_deleted_at", table_name="accounts")
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op.drop_index("ix_accounts_created_at", table_name="accounts")
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op.drop_index("ix_accounts_owner_id", table_name="accounts")
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op.drop_index("ix_accounts_org_id", table_name="accounts")
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op.drop_index("ix_accounts_industry", table_name="accounts")
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op.drop_index("ix_accounts_name", table_name="accounts")
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op.drop_table("accounts")
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