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leocrm/app/plugins/builtins/contacts/contracts.py
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feat(L1-L3): Dokumente-Generator — Briefpapier+Block-System+Drag&Drop-Editor+Renderer
- Briefpapier (letterheads): Seiten-Setup (A4/A5/Letter, Ränder), Header/Footer-Blöcke, Wasserzeichen, Logo-Upload (DocumentAsset, data:-URI-only)
- Druckvorlagen (print_templates): Block-Komposition mit Briefpapier-Ref + entity_type
- Block-Registry (document_blocks.py): text/image/shape(line/rect/circle)/table/spacer/divider/placeholder/pagebreak + Modul-Beiträge via document_blocks()-Contract
- Renderer (document_renderer.py): Blocks→HTML→PDF via WeasyPrint (SSRF-Sandbox data:-URI-only), @page-Frame mit running header/footer, Placeholder-Beispiel-Defaults gegen StrictUndefined
- Contract-Beitrag contacts: document_placeholders/document_data (#359-Muster wie importexport_entities)
- 13 neue Endpoints in documents.py: Letterhead-CRUD, Template-CRUD, Assets, document-blocks, document-placeholders, preview (HTML), render (PDF)
- Migration: Plugin-SQL 0003 (idempotent) + Alembic 0143 (Dual-Path, RLS fail-closed crm_api)
- Frontend: api/documents.ts, Settings→Dokumente (settings_pages), BlockEditor (@dnd-kit Palette/Canvas/Config/Live-Preview-iframe), LetterheadEditor, PrintTemplateEditor, DocumentGenerationDialog (global, ContactDetailPage-Integration)
- i18n de/en, api-documentation.md, plugin-development-guide.md, PROGRESS.md

Verifikation: 32/32 neue Tests + 9/9 Regressionen, tsc exit 0, Build OK 2.79s, Alembic-Fresh-DB 0143 mit RLS bewiesen, ruff clean
2026-08-29 09:49:16 +02:00

429 lines
15 KiB
Python

"""Public contract for the contacts plugin.
Exposes the symbols that other core modules and plugins need without
importing from internal modules directly (Block C7: dashboard counts).
"""
from __future__ import annotations
from typing import Any
from sqlalchemy import func, select
from sqlalchemy.ext.asyncio import AsyncSession
from app.core.visibility import apply_visibility_filter
from app.models.contact import Contact
from app.plugins.builtins.contracts import get_contract_registry
class ContactsContract:
"""Public API surface for the contacts plugin."""
contract_name = "contacts"
@staticmethod
async def get_counts(
db: AsyncSession,
tenant_id: Any,
user_id: Any,
is_system_admin: bool = False,
) -> dict[str, int]:
"""Return visibility-filtered contact/company/person counts."""
queries = []
for type_filter in (None, "company", "person"):
query = select(func.count(Contact.id)).where(
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
if type_filter is not None:
query = query.where(Contact.type == type_filter)
query = await apply_visibility_filter(
db, query, "contact", Contact, user_id, tenant_id, is_system_admin
)
queries.append(query)
results = [((await db.execute(q)).scalar() or 0) for q in queries]
return {
"contacts": results[0],
"companies": results[1],
"persons": results[2],
"total": results[0],
}
@staticmethod
async def dsar_collect(
db: AsyncSession, tenant_id: Any, user_id: Any
) -> dict[str, Any]:
"""GDPR Art. 15: collect contact data owned by the user.
Owned by the contacts plugin — core/jobs.py calls this generically
via the contract, it must not know contact internals.
"""
contacts = (
await db.execute(
select(Contact).where(
Contact.tenant_id == tenant_id,
Contact.owner_id == user_id,
Contact.deleted_at.is_(None),
)
)
).scalars().all()
return {
"contacts": [
{
"id": str(c.id),
"type": c.type,
"displayname": c.displayname,
"email_1": c.email_1,
"email_2": c.email_2,
}
for c in contacts
]
}
@staticmethod
async def dsar_erase(
db: AsyncSession, tenant_id: Any, user_id: Any
) -> dict[str, int]:
"""GDPR Art. 17: soft-delete contacts owned by the user.
Soft-delete via deleted_at (audit history must remain intact — it is
a business record, not personal data of the subject; retention
policy governs its cleanup).
"""
from datetime import UTC, datetime
contacts = (
await db.execute(
select(Contact).where(
Contact.tenant_id == tenant_id,
Contact.owner_id == user_id,
Contact.deleted_at.is_(None),
)
)
).scalars().all()
for c in contacts:
c.deleted_at = datetime.now(UTC)
return {"contacts_soft_deleted": len(contacts)}
# ─── Import/Export contribution (W4a, Spec #359) ───
# The contacts plugin owns its import/export domain logic; the core
# orchestrator resolves formats via the format registry and enforces
# the security policy (sensitive filter, tenant scoping, audit).
IE_COLUMNS = {
"contacts": ["firstname", "surname", "email", "phone", "mobile", "function", "department"],
"companies": ["name", "industry", "phone", "email", "website"],
}
IE_TARGET_FIELDS = {
"contacts": ["firstname", "surname", "email", "phone", "mobile", "function", "department"],
"companies": ["name", "industry", "phone", "email", "website"],
}
IE_VALIDATORS = {
"contacts": {"email": {"type": "email"}},
"companies": {"email": {"type": "email"}, "website": {"type": "url"}},
}
@staticmethod
def importexport_entities() -> list[str]:
"""Entity types offered by this plugin's import/export."""
return ["contacts", "companies"]
@staticmethod
def importexport_formats() -> list[str]:
"""File formats this plugin's import/export supports."""
return ["csv", "json", "xlsx"]
@staticmethod
def ie_columns(entity_type: str) -> list[str]:
return list(ContactsContract.IE_COLUMNS[entity_type])
@staticmethod
def ie_target_fields(entity_type: str) -> list[str]:
return list(ContactsContract.IE_TARGET_FIELDS[entity_type])
@staticmethod
def ie_validators(entity_type: str) -> dict[str, dict]:
return dict(ContactsContract.IE_VALIDATORS[entity_type])
@staticmethod
def ie_normalize_row(entity_type: str, row: dict[str, str]) -> dict[str, str]:
"""Normalize an imported row to unified field names."""
if entity_type == "contacts":
firstname = (row.get("firstname") or row.get("first_name") or "").strip()
surname = (row.get("surname") or row.get("last_name") or "").strip()
row["firstname"] = firstname
row["surname"] = surname
if "email" not in row and "email_address" in row:
row["email"] = row["email_address"]
if "mobile" not in row and "phone_2" in row:
row["mobile"] = row["phone_2"]
if "function" not in row and "position" in row:
row["function"] = row["position"]
return row
name = (row.get("name") or row.get("company") or row.get("company_name") or "").strip()
row["name"] = name
if "email" not in row and "email_address" in row:
row["email"] = row["email_address"]
if "website" not in row and "url" in row:
row["website"] = row["url"]
if "website" not in row and "homepage" in row:
row["website"] = row["homepage"]
return row
@staticmethod
def ie_required(entity_type: str) -> list[str]:
"""Required columns enforced by generic validate_row (old semantics)."""
return ["name"] if entity_type == "companies" else []
@staticmethod
def ie_row_valid(entity_type: str, row: dict[str, str]) -> tuple[bool, str]:
"""Early either-or check for contacts only.
NOTE: companies' required-name check must NOT happen here —
generic validate_row(row, ['name'], validators) must see the row
so a missing name AND an invalid email yield two errors (as the
original semantics did).
"""
if entity_type == "contacts":
if not row.get("firstname") and not row.get("surname"):
return False, "Missing required field: firstname or surname"
return True, ""
@staticmethod
async def ie_fetch_rows(
db: AsyncSession,
tenant_id: Any,
entity_type: str,
user_id: Any = None,
is_system_admin: bool = False,
contact_type: str | None = None,
search: str | None = None,
) -> tuple[list[str], list[dict[str, Any]]]:
"""Fetch export rows (headers + row dicts), visibility-filtered.
Optional filters mirror the former export_service.py semantics:
- contact_type: 'company' or 'person' (None = both)
- search: FTS full-text search via contacts.search_tsv
"""
from app.core.sensitive_data import get_sensitive_fields
q = select(Contact).where(
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
if entity_type == "companies":
q = q.where(Contact.type == "company").order_by(Contact.name)
else:
if contact_type:
q = q.where(Contact.type == contact_type)
q = q.order_by(Contact.surname, Contact.firstname)
if search:
q = q.where(Contact.search_tsv.op("@@")(func.plainto_tsquery("german", search)))
if user_id:
q = await apply_visibility_filter(
db, q, "contact", Contact, user_id, tenant_id, is_system_admin
)
records = (await db.execute(q)).scalars().all()
# Sensitive-data safety net (core policy) — drop sensitive headers
sensitive = get_sensitive_fields("contact")
if entity_type == "companies":
all_headers = ["id", "type", "name", "email", "phone", "website", "city", "postalcode", "country"]
export_headers = [h for h in all_headers if h not in sensitive]
rows = [
{h: (getattr(c, h, None) or "") for h in export_headers}
for c in records
]
else:
# Original export_service.py profile (test_performance.py contract):
# 17 columns incl. displayname, code, email_1/email_2, phone_1/phone_2,
# website, mailing_*, vat_code, tags — NOT the import profile.
all_headers = [
"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",
]
export_headers = [h for h in all_headers if h not in sensitive]
rows = [
{h: (getattr(c, h, None) or "") for h in export_headers}
for c in records
]
return export_headers, rows
@staticmethod
async def ie_persist_row(
db: AsyncSession,
tenant_id: Any,
user_id: Any,
entity_type: str,
row: dict[str, str],
) -> dict[str, Any]:
"""Persist one imported row as Contact; returns the serialized record."""
from app.core.audit import log_audit
from app.services.contact_service import _serialize_contact
if entity_type == "companies":
contact = Contact(
tenant_id=tenant_id,
type="company",
name=row["name"].strip(),
displayname=row["name"].strip(),
email_1=row.get("email", "").strip() or None,
phone_1=row.get("phone", "").strip() or None,
website=row.get("website", "").strip() or None,
owner_id=user_id,
created_by=user_id,
updated_by=user_id,
)
else:
contact = Contact(
tenant_id=tenant_id,
type="person",
firstname=row["firstname"].strip() or None,
surname=row["surname"].strip() or None,
displayname=f"{row['firstname']} {row['surname']}".strip(),
email_1=row.get("email", "").strip() or None,
phone_1=row.get("phone", "").strip() or None,
phone_2=row.get("mobile", "").strip() or None,
owner_id=user_id,
created_by=user_id,
updated_by=user_id,
)
db.add(contact)
await db.flush()
await log_audit(
db,
tenant_id,
user_id,
"import",
"contact",
contact.id,
changes={
"type": entity_type.rstrip("s"),
"name": contact.name or f"{contact.firstname} {contact.surname}",
},
)
return _serialize_contact(contact)
# ─── Document Generator contribution (Phase L1, #359 pattern) ───
# The documents generator resolves placeholders + entity data via these
# contract hooks. Same philosophy as importexport_entities(): the module
# owns its domain data, the generic renderer stays module-agnostic.
@staticmethod
def document_entity_types() -> list[str]:
"""Entity types this plugin serves in the documents generator."""
return ["contact", "company", "person"]
@staticmethod
def document_placeholders(entity_type: str) -> list[dict]:
"""Placeholder descriptors (key/label/example) for the drag/drop editor."""
return _placeholders_for(entity_type)
@staticmethod
async def document_data(
db: AsyncSession,
tenant_id: Any,
entity_id: Any,
entity_type: str,
) -> dict[str, Any]:
"""Load one entity as template data ({} when not found)."""
contact = (
await db.execute(
select(Contact).where(
Contact.id == entity_id,
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
)
)
).scalar_one_or_none()
if contact is None:
return {}
fields = _contacts_document_fields()
data: dict[str, Any] = {}
for key in fields:
value = getattr(contact, key, None)
data[key] = value if value is not None else ""
return data
@classmethod
def get_function(cls, name: str):
"""Return a callable exposed by this contract, or None if absent."""
return getattr(cls, name, None)
# ─── self-registration ───
_contract = ContactsContract()
get_contract_registry().register("contacts", _contract)
def _contacts_document_fields() -> dict[str, str]:
"""Contact/company fields available in document templates (L1).
Keys map to Contact model attributes; labels/examples feed the
drag/drop editor palette and the preview fallback values.
"""
return {
"displayname": "Anzeigename",
"firstname": "Vorname",
"surname": "Nachname",
"name": "Firmenname",
"email": "E-Mail",
"email_1": "E-Mail 1",
"email_2": "E-Mail 2",
"phone": "Telefon",
"phone_1": "Telefon 1",
"phone_2": "Telefon 2",
"mobile": "Mobil",
"website": "Website",
"industry": "Branche",
"city": "Stadt",
"postalcode": "PLZ",
"country": "Land",
"vat_code": "USt-IdNr.",
"function": "Funktion",
"department": "Abteilung",
}
_CONTACT_DOC_EXAMPLES = {
"displayname": "Max Mustermann",
"firstname": "Max",
"surname": "Mustermann",
"name": "Muster GmbH",
"email": "max@example.com",
"email_1": "max@example.com",
"email_2": "buero@example.com",
"phone": "+49 30 123456",
"phone_1": "+49 30 123456",
"phone_2": "+49 171 1234567",
"mobile": "+49 171 1234567",
"website": "https://example.com",
"industry": "IT",
"city": "Berlin",
"postalcode": "10115",
"country": "Deutschland",
"vat_code": "DE123456789",
"function": "Geschäftsführer",
"department": "Vertrieb",
}
def _placeholders_for(entity_type: str) -> list[dict]:
"""Placeholder descriptors for contact/company templates."""
if entity_type not in ("contact", "company", "person"):
return []
fields = _contacts_document_fields()
result = []
for key, label in fields.items():
result.append({
"key": key,
"label": label,
"example": _CONTACT_DOC_EXAMPLES.get(key, ""),
})
return result