mirror of
https://github.com/DRYTRIX/TimeTracker.git
synced 2026-05-19 21:00:15 -05:00
Dries Peeters
90dde470da
- Normalize line endings from CRLF to LF across all files to match .editorconfig - Standardize quote style from single quotes to double quotes - Normalize whitespace and formatting throughout codebase - Apply consistent code style across 372 files including: * Application code (models, routes, services, utils) * Test files * Configuration files * CI/CD workflows This ensures consistency with the project's .editorconfig settings and improves code maintainability.
174 lines
7.4 KiB
Python
174 lines
7.4 KiB
Python
from datetime import datetime
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from decimal import Decimal
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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 Deal(db.Model):
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"""Deal/Opportunity model for sales pipeline management"""
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__tablename__ = "deals"
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id = db.Column(db.Integer, primary_key=True)
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client_id = db.Column(db.Integer, db.ForeignKey("clients.id"), nullable=True, index=True) # Can be null for leads
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contact_id = db.Column(db.Integer, db.ForeignKey("contacts.id"), nullable=True, index=True)
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lead_id = db.Column(db.Integer, db.ForeignKey("leads.id"), nullable=True, index=True) # If converted from lead
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# Deal information
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name = db.Column(db.String(200), nullable=False)
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description = db.Column(db.Text, nullable=True)
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# Pipeline stage
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stage = db.Column(db.String(50), nullable=False, default="prospecting", index=True)
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# Common stages: 'prospecting', 'qualification', 'proposal', 'negotiation', 'closed_won', 'closed_lost'
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# Financial details
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value = db.Column(db.Numeric(10, 2), nullable=True) # Deal value
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currency_code = db.Column(db.String(3), nullable=False, default="EUR")
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probability = db.Column(db.Integer, nullable=True, default=50) # Win probability (0-100)
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expected_close_date = db.Column(db.Date, nullable=True, index=True)
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actual_close_date = db.Column(db.Date, nullable=True)
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# Status
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status = db.Column(db.String(20), default="open", nullable=False) # 'open', 'won', 'lost', 'cancelled'
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# Loss reason (if lost)
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loss_reason = db.Column(db.String(500), nullable=True)
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# Related entities
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related_quote_id = db.Column(db.Integer, db.ForeignKey("quotes.id"), nullable=True, index=True)
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related_project_id = db.Column(db.Integer, db.ForeignKey("projects.id"), nullable=True, index=True)
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# Notes
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notes = db.Column(db.Text, nullable=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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owner_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True, index=True) # Deal owner
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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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closed_at = db.Column(db.DateTime, nullable=True)
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# Relationships
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client = db.relationship("Client", backref="deals")
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contact = db.relationship("Contact", backref="deals")
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lead = db.relationship("Lead", foreign_keys=[lead_id], backref="deals")
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creator = db.relationship("User", foreign_keys=[created_by], backref="created_deals")
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owner = db.relationship("User", foreign_keys=[owner_id], backref="owned_deals")
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related_quote = db.relationship("Quote", foreign_keys=[related_quote_id])
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related_project = db.relationship("Project", foreign_keys=[related_project_id])
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activities = db.relationship("DealActivity", backref="deal", lazy="dynamic", cascade="all, delete-orphan")
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def __init__(self, name, created_by, **kwargs):
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self.name = name.strip()
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self.created_by = created_by
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# Set optional fields
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self.client_id = kwargs.get("client_id")
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self.contact_id = kwargs.get("contact_id")
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self.lead_id = kwargs.get("lead_id")
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self.description = kwargs.get("description", "").strip() if kwargs.get("description") else None
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self.stage = kwargs.get("stage", "prospecting").strip()
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self.value = Decimal(str(kwargs.get("value"))) if kwargs.get("value") else None
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self.currency_code = kwargs.get("currency_code", "EUR")
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self.probability = kwargs.get("probability", 50)
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self.expected_close_date = kwargs.get("expected_close_date")
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self.status = kwargs.get("status", "open").strip()
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self.loss_reason = kwargs.get("loss_reason", "").strip() if kwargs.get("loss_reason") else None
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self.related_quote_id = kwargs.get("related_quote_id")
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self.related_project_id = kwargs.get("related_project_id")
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self.notes = kwargs.get("notes", "").strip() if kwargs.get("notes") else None
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self.owner_id = kwargs.get("owner_id", created_by) # Default to creator
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def __repr__(self):
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return f"<Deal {self.name} ({self.stage})>"
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@property
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def weighted_value(self):
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"""Calculate probability-weighted value"""
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if not self.value:
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return Decimal("0")
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return self.value * (Decimal(str(self.probability)) / 100)
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@property
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def is_open(self):
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"""Check if deal is still open"""
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return self.status == "open"
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@property
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def is_won(self):
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"""Check if deal is won"""
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return self.status == "won"
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@property
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def is_lost(self):
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"""Check if deal is lost"""
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return self.status == "lost"
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def close_won(self, close_date=None):
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"""Mark deal as won"""
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self.status = "won"
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self.stage = "closed_won"
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self.actual_close_date = close_date or local_now().date()
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self.closed_at = local_now()
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self.updated_at = local_now()
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def close_lost(self, reason=None, close_date=None):
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"""Mark deal as lost"""
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self.status = "lost"
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self.stage = "closed_lost"
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self.actual_close_date = close_date or local_now().date()
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self.closed_at = local_now()
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if reason:
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self.loss_reason = reason
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self.updated_at = local_now()
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def to_dict(self):
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"""Convert deal to dictionary"""
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return {
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"id": self.id,
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"client_id": self.client_id,
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"contact_id": self.contact_id,
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"lead_id": self.lead_id,
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"name": self.name,
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"description": self.description,
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"stage": self.stage,
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"value": float(self.value) if self.value else None,
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"currency_code": self.currency_code,
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"probability": self.probability,
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"weighted_value": float(self.weighted_value),
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"expected_close_date": self.expected_close_date.isoformat() if self.expected_close_date else None,
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"actual_close_date": self.actual_close_date.isoformat() if self.actual_close_date else None,
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"status": self.status,
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"loss_reason": self.loss_reason,
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"related_quote_id": self.related_quote_id,
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"related_project_id": self.related_project_id,
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"notes": self.notes,
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"created_by": self.created_by,
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"owner_id": self.owner_id,
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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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"closed_at": self.closed_at.isoformat() if self.closed_at else None,
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"is_open": self.is_open,
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"is_won": self.is_won,
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"is_lost": self.is_lost,
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}
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@classmethod
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def get_open_deals(cls, user_id=None):
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"""Get open deals, optionally filtered by owner"""
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query = cls.query.filter_by(status="open")
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if user_id:
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query = query.filter_by(owner_id=user_id)
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return query.order_by(cls.expected_close_date, cls.created_at.desc()).all()
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@classmethod
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def get_deals_by_stage(cls, stage):
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"""Get deals by pipeline stage"""
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return cls.query.filter_by(stage=stage, status="open").order_by(cls.expected_close_date).all()
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