mirror of
https://github.com/DRYTRIX/TimeTracker.git
synced 2026-05-04 03:09:50 -05:00
Dries Peeters
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
96 lines
4.5 KiB
Python
96 lines
4.5 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 ContactCommunication(db.Model):
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"""Model for tracking communications with contacts"""
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__tablename__ = 'contact_communications'
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id = db.Column(db.Integer, primary_key=True)
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contact_id = db.Column(db.Integer, db.ForeignKey('contacts.id'), nullable=False, index=True)
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# Communication details
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type = db.Column(db.String(50), nullable=False) # 'email', 'call', 'meeting', 'note', 'message'
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subject = db.Column(db.String(500), nullable=True)
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content = db.Column(db.Text, nullable=True)
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# Direction
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direction = db.Column(db.String(20), nullable=False, default='outbound') # 'inbound', 'outbound'
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# Dates
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communication_date = db.Column(db.DateTime, nullable=False, default=local_now, index=True)
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follow_up_date = db.Column(db.DateTime, nullable=True) # When to follow up
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# Status
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status = db.Column(db.String(50), nullable=True) # 'completed', 'pending', 'scheduled', 'cancelled'
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# Related entities
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related_project_id = db.Column(db.Integer, db.ForeignKey('projects.id'), nullable=True, index=True)
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related_quote_id = db.Column(db.Integer, db.ForeignKey('quotes.id'), nullable=True, index=True)
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related_deal_id = db.Column(db.Integer, db.ForeignKey('deals.id'), nullable=True, index=True)
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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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updated_at = db.Column(db.DateTime, default=local_now, onupdate=local_now, nullable=False)
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# Relationships
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# Note: 'contact' backref is created by Contact.communications relationship
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creator = db.relationship('User', foreign_keys=[created_by], backref='created_communications')
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related_project = db.relationship('Project', foreign_keys=[related_project_id])
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related_quote = db.relationship('Quote', foreign_keys=[related_quote_id])
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related_deal = db.relationship('Deal', foreign_keys=[related_deal_id])
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def __init__(self, contact_id, type, created_by, **kwargs):
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self.contact_id = contact_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.content = kwargs.get('content', '').strip() if kwargs.get('content') else None
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self.direction = kwargs.get('direction', 'outbound').strip()
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self.status = kwargs.get('status', 'completed').strip() if kwargs.get('status') else None
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self.communication_date = kwargs.get('communication_date') or local_now()
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self.follow_up_date = kwargs.get('follow_up_date')
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self.related_project_id = kwargs.get('related_project_id')
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self.related_quote_id = kwargs.get('related_quote_id')
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self.related_deal_id = kwargs.get('related_deal_id')
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def __repr__(self):
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return f'<ContactCommunication {self.type} with {self.contact.full_name if self.contact else "Unknown"}>'
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def to_dict(self):
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"""Convert communication to dictionary"""
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return {
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'id': self.id,
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'contact_id': self.contact_id,
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'type': self.type,
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'subject': self.subject,
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'content': self.content,
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'direction': self.direction,
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'status': self.status,
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'communication_date': self.communication_date.isoformat() if self.communication_date else None,
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'follow_up_date': self.follow_up_date.isoformat() if self.follow_up_date else None,
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'related_project_id': self.related_project_id,
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'related_quote_id': self.related_quote_id,
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'related_deal_id': self.related_deal_id,
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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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'updated_at': self.updated_at.isoformat() if self.updated_at else None
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}
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@classmethod
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def get_recent_communications(cls, contact_id=None, limit=50):
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"""Get recent communications, optionally filtered by contact"""
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query = cls.query
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if contact_id:
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query = query.filter_by(contact_id=contact_id)
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return query.order_by(cls.communication_date.desc()).limit(limit).all()
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