- Nuevo schema `crm` con 7 tablas multi-tenant (TenantScopedMixin + soft delete) - Módulos FastAPI por dominio: models/dto/service/routes (patrón example) - Métricas del dashboard (KPIs + embudo por etapa) - Conversión de prospecto → cuenta/contacto/oportunidad (idempotente) - Movimiento de oportunidad entre etapas (Kanban) con estado/probabilidad derivados - 25 permisos registrados en PermissionRegistry - Migración Alembic con upgrade/downgrade completos - 24 tests de servicios (pytest) en verde Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
135 lines
4.7 KiB
Python
135 lines
4.7 KiB
Python
from datetime import datetime, timezone
|
|
|
|
from fastapi import HTTPException, status
|
|
from sqlalchemy.orm import Session
|
|
|
|
from ..accounts.models import Account
|
|
from ..contacts.models import Contact
|
|
from ..leads.models import Lead
|
|
from ..opportunities.models import Opportunity
|
|
from .dto import ActivityCreate, ActivityUpdate
|
|
from .models import Activity
|
|
|
|
_ALLOWED_TYPES = {"call", "meeting", "task", "email", "note"}
|
|
|
|
|
|
def _validate_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
|
|
"""Valida las entidades relacionadas opcionales dentro del tenant/company."""
|
|
def scope(model, _id):
|
|
return (
|
|
db.query(model.id)
|
|
.filter(
|
|
model.id == _id,
|
|
model.tenant_id == tenant_id,
|
|
model.company_id == company_id,
|
|
model.deleted_at.is_(None),
|
|
)
|
|
.first()
|
|
)
|
|
|
|
checks = [
|
|
("account_id", Account, "La cuenta asociada no existe"),
|
|
("contact_id", Contact, "El contacto asociado no existe"),
|
|
("lead_id", Lead, "El prospecto asociado no existe"),
|
|
("opportunity_id", Opportunity, "La oportunidad asociada no existe"),
|
|
]
|
|
for field, model, message in checks:
|
|
value = data.get(field)
|
|
if value is not None and not scope(model, value):
|
|
raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail=message)
|
|
|
|
|
|
def get_activities(
|
|
db: Session,
|
|
tenant_id: int,
|
|
company_id: int,
|
|
activity_type: str | None = None,
|
|
activity_status: str | None = None,
|
|
account_id: int | None = None,
|
|
contact_id: int | None = None,
|
|
lead_id: int | None = None,
|
|
opportunity_id: int | None = None,
|
|
) -> list[Activity]:
|
|
query = db.query(Activity).filter(
|
|
Activity.tenant_id == tenant_id,
|
|
Activity.company_id == company_id,
|
|
Activity.deleted_at.is_(None),
|
|
)
|
|
if activity_type:
|
|
query = query.filter(Activity.activity_type == activity_type)
|
|
if activity_status:
|
|
query = query.filter(Activity.status == activity_status)
|
|
if account_id is not None:
|
|
query = query.filter(Activity.account_id == account_id)
|
|
if contact_id is not None:
|
|
query = query.filter(Activity.contact_id == contact_id)
|
|
if lead_id is not None:
|
|
query = query.filter(Activity.lead_id == lead_id)
|
|
if opportunity_id is not None:
|
|
query = query.filter(Activity.opportunity_id == opportunity_id)
|
|
return query.order_by(Activity.due_date.asc().nullslast(), Activity.created_at.desc()).all()
|
|
|
|
|
|
def get_activity(db: Session, activity_id: int, tenant_id: int, company_id: int) -> Activity:
|
|
activity = (
|
|
db.query(Activity)
|
|
.filter(
|
|
Activity.id == activity_id,
|
|
Activity.tenant_id == tenant_id,
|
|
Activity.company_id == company_id,
|
|
Activity.deleted_at.is_(None),
|
|
)
|
|
.first()
|
|
)
|
|
if not activity:
|
|
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Actividad no encontrada")
|
|
return activity
|
|
|
|
|
|
def create_activity(db: Session, payload: ActivityCreate, tenant_id: int, company_id: int) -> Activity:
|
|
if payload.activity_type not in _ALLOWED_TYPES:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
|
|
detail="Tipo de actividad inválido",
|
|
)
|
|
data = payload.model_dump()
|
|
_validate_refs(db, data, tenant_id, company_id)
|
|
activity = Activity(**data, tenant_id=tenant_id, company_id=company_id)
|
|
db.add(activity)
|
|
db.commit()
|
|
db.refresh(activity)
|
|
return activity
|
|
|
|
|
|
def update_activity(
|
|
db: Session, activity_id: int, payload: ActivityUpdate, tenant_id: int, company_id: int
|
|
) -> Activity:
|
|
activity = get_activity(db, activity_id, tenant_id, company_id)
|
|
data = payload.model_dump(exclude_unset=True)
|
|
if data.get("activity_type") and data["activity_type"] not in _ALLOWED_TYPES:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_422_UNPROCESSABLE_ENTITY,
|
|
detail="Tipo de actividad inválido",
|
|
)
|
|
_validate_refs(db, data, tenant_id, company_id)
|
|
for field, value in data.items():
|
|
setattr(activity, field, value)
|
|
db.commit()
|
|
db.refresh(activity)
|
|
return activity
|
|
|
|
|
|
def complete_activity(db: Session, activity_id: int, tenant_id: int, company_id: int) -> Activity:
|
|
activity = get_activity(db, activity_id, tenant_id, company_id)
|
|
activity.status = "completed"
|
|
activity.completed_at = datetime.now(timezone.utc)
|
|
db.commit()
|
|
db.refresh(activity)
|
|
return activity
|
|
|
|
|
|
def delete_activity(db: Session, activity_id: int, tenant_id: int, company_id: int) -> None:
|
|
activity = get_activity(db, activity_id, tenant_id, company_id)
|
|
activity.deleted_at = datetime.now(timezone.utc)
|
|
db.commit()
|