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https://github.com/DRYTRIX/TimeTracker.git
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25ea52c029
- Add CRM models: Contact, ContactCommunication, Deal, DealActivity, Lead, LeadActivity - Support multiple contacts per client with primary contact designation - Track sales pipeline with deals and opportunities - Manage leads with conversion tracking - Record communication history with contacts - Add CRM routes and templates - Contact management (list, create, view, edit, delete) - Deal management with pipeline view - Lead management with conversion workflow - Communication history tracking - Fix SQLAlchemy relationship conflicts - Specify foreign_keys for Deal.lead relationship to resolve ambiguity - Remove duplicate backref definitions in DealActivity and LeadActivity - Improve migration 062 robustness - Add index existence checks before creation - Handle partial migration states gracefully - Support both assigned_to and assignee_id column names - Add error handling for missing CRM tables - Gracefully handle cases where migration 063 hasn't run yet - Prevent application crashes when CRM tables don't exist - Add database migration 063 for CRM features - Create contacts, contact_communications, deals, deal_activities, leads, lead_activities tables - Set up proper foreign key relationships and indexes - Update documentation - Add CRM features to FEATURES_COMPLETE.md - Create CRM implementation documentation - Add feature gap analysis documentation
67 lines
2.8 KiB
Python
67 lines
2.8 KiB
Python
from datetime import datetime
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from app import db
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from app.utils.timezone import now_in_app_timezone
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def local_now():
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"""Get current time in local timezone as naive datetime (for database storage)"""
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return now_in_app_timezone().replace(tzinfo=None)
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class LeadActivity(db.Model):
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"""Model for tracking activities on leads"""
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__tablename__ = 'lead_activities'
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id = db.Column(db.Integer, primary_key=True)
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lead_id = db.Column(db.Integer, db.ForeignKey('leads.id'), nullable=False, index=True)
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# Activity details
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type = db.Column(db.String(50), nullable=False) # 'call', 'email', 'meeting', 'note', 'status_change', 'score_change'
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subject = db.Column(db.String(500), nullable=True)
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description = db.Column(db.Text, nullable=True)
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# Activity date
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activity_date = db.Column(db.DateTime, nullable=False, default=local_now, index=True)
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due_date = db.Column(db.DateTime, nullable=True) # For scheduled activities
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# Status
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status = db.Column(db.String(50), nullable=True, default='completed') # 'completed', 'pending', 'cancelled'
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# Metadata
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created_by = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False)
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created_at = db.Column(db.DateTime, default=local_now, nullable=False)
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# Relationships
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# Note: 'lead' backref is created by Lead.activities relationship
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creator = db.relationship('User', foreign_keys=[created_by], backref='created_lead_activities')
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def __init__(self, lead_id, type, created_by, **kwargs):
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self.lead_id = lead_id
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self.type = type.strip()
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self.created_by = created_by
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# Set optional fields
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self.subject = kwargs.get('subject', '').strip() if kwargs.get('subject') else None
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self.description = kwargs.get('description', '').strip() if kwargs.get('description') else None
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self.activity_date = kwargs.get('activity_date') or local_now()
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self.due_date = kwargs.get('due_date')
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self.status = kwargs.get('status', 'completed').strip() if kwargs.get('status') else 'completed'
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def __repr__(self):
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return f'<LeadActivity {self.type} for Lead {self.lead_id}>'
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def to_dict(self):
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"""Convert activity to dictionary"""
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return {
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'id': self.id,
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'lead_id': self.lead_id,
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'type': self.type,
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'subject': self.subject,
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'description': self.description,
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'activity_date': self.activity_date.isoformat() if self.activity_date else None,
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'due_date': self.due_date.isoformat() if self.due_date else None,
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'status': self.status,
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'created_by': self.created_by,
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'created_at': self.created_at.isoformat() if self.created_at else None
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}
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