mirror of
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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
7.3 KiB
Python
174 lines
7.3 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 Lead(db.Model):
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"""Lead model for managing potential clients"""
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__tablename__ = "leads"
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id = db.Column(db.Integer, primary_key=True)
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# Lead information
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first_name = db.Column(db.String(100), nullable=False)
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last_name = db.Column(db.String(100), nullable=False)
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company_name = db.Column(db.String(200), nullable=True)
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email = db.Column(db.String(200), nullable=True, index=True)
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phone = db.Column(db.String(50), nullable=True)
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# Lead details
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title = db.Column(db.String(100), nullable=True)
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source = db.Column(db.String(100), nullable=True) # 'website', 'referral', 'social', 'ad', etc.
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status = db.Column(
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db.String(50), nullable=False, default="new", index=True
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) # 'new', 'contacted', 'qualified', 'converted', 'lost'
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# Lead scoring
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score = db.Column(db.Integer, nullable=True, default=0) # Lead score (0-100)
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# Estimated value
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estimated_value = db.Column(db.Numeric(10, 2), nullable=True)
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currency_code = db.Column(db.String(3), nullable=False, default="EUR")
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# Conversion
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converted_to_client_id = db.Column(db.Integer, db.ForeignKey("clients.id"), nullable=True, index=True)
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converted_to_deal_id = db.Column(db.Integer, db.ForeignKey("deals.id"), nullable=True, index=True)
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converted_at = db.Column(db.DateTime, nullable=True)
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converted_by = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True)
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# Notes
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notes = db.Column(db.Text, nullable=True)
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tags = db.Column(db.String(500), nullable=True) # Comma-separated tags
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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) # Lead 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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# Relationships
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converted_to_client = db.relationship(
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"Client", foreign_keys=[converted_to_client_id], backref="converted_from_leads"
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)
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converted_to_deal = db.relationship("Deal", foreign_keys=[converted_to_deal_id])
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creator = db.relationship("User", foreign_keys=[created_by], backref="created_leads")
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owner = db.relationship("User", foreign_keys=[owner_id], backref="owned_leads")
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converter = db.relationship("User", foreign_keys=[converted_by], backref="converted_leads")
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activities = db.relationship("LeadActivity", backref="lead", lazy="dynamic", cascade="all, delete-orphan")
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def __init__(self, first_name, last_name, created_by, **kwargs):
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self.first_name = first_name.strip()
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self.last_name = last_name.strip()
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self.created_by = created_by
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# Set optional fields
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self.company_name = kwargs.get("company_name", "").strip() if kwargs.get("company_name") else None
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self.email = kwargs.get("email", "").strip() if kwargs.get("email") else None
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self.phone = kwargs.get("phone", "").strip() if kwargs.get("phone") else None
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self.title = kwargs.get("title", "").strip() if kwargs.get("title") else None
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self.source = kwargs.get("source", "").strip() if kwargs.get("source") else None
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self.status = kwargs.get("status", "new").strip()
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self.score = kwargs.get("score", 0)
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self.estimated_value = Decimal(str(kwargs.get("estimated_value"))) if kwargs.get("estimated_value") else None
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self.currency_code = kwargs.get("currency_code", "EUR")
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self.notes = kwargs.get("notes", "").strip() if kwargs.get("notes") else None
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self.tags = kwargs.get("tags", "").strip() if kwargs.get("tags") 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"<Lead {self.first_name} {self.last_name}>"
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@property
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def full_name(self):
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"""Get full name of lead"""
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return f"{self.first_name} {self.last_name}".strip()
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@property
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def display_name(self):
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"""Get display name with company if available"""
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if self.company_name:
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return f"{self.full_name} ({self.company_name})"
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return self.full_name
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@property
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def is_converted(self):
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"""Check if lead has been converted"""
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return self.converted_to_client_id is not None or self.converted_to_deal_id is not None
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@property
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def is_lost(self):
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"""Check if lead is lost"""
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return self.status == "lost"
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def convert_to_client(self, client_id, user_id):
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"""Convert lead to client"""
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self.converted_to_client_id = client_id
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self.status = "converted"
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self.converted_at = local_now()
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self.converted_by = user_id
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self.updated_at = local_now()
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def convert_to_deal(self, deal_id, user_id):
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"""Convert lead to deal"""
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self.converted_to_deal_id = deal_id
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self.status = "converted"
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self.converted_at = local_now()
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self.converted_by = user_id
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self.updated_at = local_now()
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def mark_lost(self):
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"""Mark lead as lost"""
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self.status = "lost"
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self.updated_at = local_now()
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def to_dict(self):
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"""Convert lead to dictionary"""
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return {
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"id": self.id,
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"first_name": self.first_name,
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"last_name": self.last_name,
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"full_name": self.full_name,
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"display_name": self.display_name,
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"company_name": self.company_name,
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"email": self.email,
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"phone": self.phone,
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"title": self.title,
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"source": self.source,
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"status": self.status,
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"score": self.score,
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"estimated_value": float(self.estimated_value) if self.estimated_value else None,
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"currency_code": self.currency_code,
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"converted_to_client_id": self.converted_to_client_id,
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"converted_to_deal_id": self.converted_to_deal_id,
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"converted_at": self.converted_at.isoformat() if self.converted_at else None,
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"converted_by": self.converted_by,
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"notes": self.notes,
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"tags": self.tags.split(",") if self.tags else [],
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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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"is_converted": self.is_converted,
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"is_lost": self.is_lost,
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}
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@classmethod
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def get_active_leads(cls, user_id=None):
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"""Get active (non-converted, non-lost) leads, optionally filtered by owner"""
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query = cls.query.filter(~cls.status.in_(["converted", "lost"]))
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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.score.desc(), cls.created_at.desc()).all()
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@classmethod
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def get_leads_by_status(cls, status):
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"""Get leads by status"""
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return cls.query.filter_by(status=status).order_by(cls.score.desc(), cls.created_at.desc()).all()
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