add crm pipeline and suppression center
This commit is contained in:
Marco0300
+193
-12
@@ -58,6 +58,17 @@ def connect(db_path: str) -> sqlite3.Connection:
|
||||
for col, definition in (("verified", "INTEGER NOT NULL DEFAULT 0"), ("verified_at", "TEXT"), ("updated_at", "TEXT"), ("province", "TEXT NOT NULL DEFAULT ''"), ("city", "TEXT NOT NULL DEFAULT ''"), ("suburb", "TEXT NOT NULL DEFAULT ''"), ("merge_status", "TEXT NOT NULL DEFAULT 'active'"), ("merged_into_id", "INTEGER"), ("review_status", "TEXT NOT NULL DEFAULT 'pending'"), ("assigned_to", "TEXT NOT NULL DEFAULT ''"), ("review_metadata_json", "TEXT NOT NULL DEFAULT '{}'")):
|
||||
if col not in cols: db.execute(f"ALTER TABLE businesses ADD COLUMN {col} {definition}")
|
||||
db.execute("UPDATE businesses SET updated_at=COALESCE(updated_at,created_at) WHERE updated_at IS NULL")
|
||||
# Phase 12 is additive-safe for databases created before CRM metadata existed.
|
||||
for table, additions in {
|
||||
"pipeline_entries": (("notes", "TEXT NOT NULL DEFAULT ''"), ("next_action", "TEXT NOT NULL DEFAULT ''"), ("follow_up_at", "TEXT"), ("actor_user_id", "INTEGER"), ("idempotency_key", "TEXT"), ("version", "INTEGER NOT NULL DEFAULT 1")),
|
||||
"interactions": (("outcome", "TEXT NOT NULL DEFAULT 'other'"), ("notes", "TEXT NOT NULL DEFAULT ''"), ("next_action", "TEXT NOT NULL DEFAULT ''"), ("follow_up_at", "TEXT"), ("actor_user_id", "INTEGER"), ("idempotency_key", "TEXT")),
|
||||
"suppressions": (("active", "INTEGER NOT NULL DEFAULT 1"), ("updated_at", "TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP"), ("actor_user_id", "INTEGER")),
|
||||
}.items():
|
||||
existing = {r[1] for r in db.execute(f"PRAGMA table_info({table})")}
|
||||
for col, definition in additions:
|
||||
if col not in existing: db.execute(f"ALTER TABLE {table} ADD COLUMN {col} {definition}")
|
||||
db.execute("CREATE UNIQUE INDEX IF NOT EXISTS uq_pipeline_idempotency ON pipeline_entries(organization_id,idempotency_key) WHERE idempotency_key IS NOT NULL AND idempotency_key <> ''")
|
||||
db.execute("CREATE UNIQUE INDEX IF NOT EXISTS uq_interaction_idempotency ON interactions(organization_id,idempotency_key) WHERE idempotency_key IS NOT NULL AND idempotency_key <> ''")
|
||||
db.execute("INSERT OR IGNORE INTO organizations (id,name) VALUES (?,?)", (ORGANIZATION_ID, "Demo organization"))
|
||||
for organization in db.execute("SELECT id FROM organizations").fetchall():
|
||||
for rule in DEFAULT_RULES:
|
||||
@@ -106,8 +117,8 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
db.execute("INSERT INTO audit_log (organization_id,user_id,action,details) VALUES (?,?,?,?)",(user["organization_id"],user["id"],action,details))
|
||||
def business(self, db, ident, org): return db.execute("SELECT * FROM businesses WHERE id=? AND organization_id=?",(ident,org)).fetchone()
|
||||
def nested(self, db, bid, org):
|
||||
result={"contacts":[],"domains":[],"websites":[],"evidence":[],"pipeline":[],"notes":[]}
|
||||
tables={"contacts":"contacts","domains":"domains","websites":"websites","evidence":"evidence","pipeline":"pipeline_entries","notes":"notes"}
|
||||
result={"contacts":[],"domains":[],"websites":[],"evidence":[],"pipeline":[],"interactions":[],"notes":[]}
|
||||
tables={"contacts":"contacts","domains":"domains","websites":"websites","evidence":"evidence","pipeline":"pipeline_entries","interactions":"interactions","notes":"notes"}
|
||||
for key, table in tables.items():
|
||||
result[key]=[row_json(r) for r in db.execute(f"SELECT * FROM {table} WHERE business_id=? AND organization_id=? ORDER BY id",(bid,org))]
|
||||
return result
|
||||
@@ -181,7 +192,7 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
|
||||
def _review_item(self, row, db, org):
|
||||
item = row_json(row)
|
||||
suppressed = is_suppressed(dict(row), [dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=?", (org,))])
|
||||
suppressed = is_suppressed(dict(row), [dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=? AND active=1", (org,))])
|
||||
merged = row["merge_status"] == "merged"
|
||||
item.update({"suppressed": bool(suppressed), "merged": bool(merged), "outreach_eligible": not suppressed and not merged and row["review_status"] not in ("rejected",), "review_flags": [x for x, yes in (("suppressed", suppressed), ("merged", merged), ("rejected", row["review_status"] == "rejected")) if yes]})
|
||||
return item
|
||||
@@ -222,6 +233,69 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
rows = db.execute("SELECT b.* FROM businesses b WHERE " + " AND ".join(where) + " ORDER BY b.score DESC,b.updated_at DESC,b.id DESC LIMIT ? OFFSET ?", params + [limit + 1, offset]).fetchall()
|
||||
return self.send_json(200, {"organization_id": org, "items": [self._review_item(r, db, org) for r in rows[:limit]], "limit": limit, "offset": offset, "has_more": len(rows) > limit})
|
||||
|
||||
OUTCOMES = {"connected", "no_answer", "left_message", "meeting_booked", "meeting_held", "qualified", "disqualified", "won", "lost", "other"}
|
||||
STAGES = {"new", "contacted", "qualified", "proposal", "negotiation", "won", "lost"}
|
||||
|
||||
def _crm_suppressed(self, db, org, business):
|
||||
return is_suppressed(dict(business), [dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=? AND active=1", (org,))])
|
||||
|
||||
def _date_where(self, query, column, params):
|
||||
start = (query.get("from") or query.get("start") or [""])[0]
|
||||
end = (query.get("to") or query.get("end") or [""])[0]
|
||||
for value in (start, end):
|
||||
if value and (len(value) > 30 or not re.match(r"^\\d{4}-\\d{2}-\\d{2}(?:T[^ ]*)?$", value)):
|
||||
raise ValueError("invalid_date")
|
||||
if start and end:
|
||||
try:
|
||||
left=datetime.fromisoformat(start.replace("Z","+00:00")).date(); right=datetime.fromisoformat(end.replace("Z","+00:00")).date()
|
||||
if (right-left).days > 366: raise ValueError("date_range_too_large")
|
||||
except ValueError as exc:
|
||||
if str(exc) == "date_range_too_large": raise
|
||||
raise ValueError("invalid_date_range")
|
||||
if start: params.append(start); clause = f"{column}>=?"
|
||||
else: clause = ""
|
||||
if end: params.append(end); clause += (" AND " if clause else "") + f"{column}<=?"
|
||||
return clause
|
||||
|
||||
def list_pipeline(self, db, org, query):
|
||||
params=[org]; where=["p.organization_id=?"]
|
||||
bid=(query.get("business_id") or [""])[0]
|
||||
if bid.isdigit(): where.append("p.business_id=?"); params.append(int(bid))
|
||||
stage=(query.get("stage") or [""])[0]
|
||||
if stage: where.append("p.stage=?"); params.append(stage)
|
||||
rows=db.execute("SELECT p.* FROM pipeline_entries p WHERE " + " AND ".join(where) + " ORDER BY p.updated_at DESC,p.id DESC",params).fetchall()
|
||||
return self.send_json(200,{"organization_id":org,"items":[row_json(r) for r in rows]})
|
||||
|
||||
def list_stages(self, db, org):
|
||||
rows=db.execute("SELECT * FROM pipeline_stages WHERE organization_id=? AND active=1 ORDER BY position,id",(org,)).fetchall()
|
||||
if not rows: return self.send_json(200,{"organization_id":org,"items":[{"name":x,"position":i,"active":True} for i,x in enumerate(("new","contacted","qualified","proposal","negotiation","won","lost"))]})
|
||||
return self.send_json(200,{"organization_id":org,"items":[row_json(r) for r in rows]})
|
||||
|
||||
def list_interactions(self, db, org, query):
|
||||
params=[org]; where=["i.organization_id=?"]
|
||||
bid=(query.get("business_id") or [""])[0]
|
||||
if bid.isdigit(): where.append("i.business_id=?"); params.append(int(bid))
|
||||
outcome=(query.get("outcome") or [""])[0]
|
||||
if outcome: where.append("i.outcome=?"); params.append(outcome)
|
||||
rows=db.execute("SELECT i.* FROM interactions i WHERE " + " AND ".join(where) + " ORDER BY i.created_at DESC,i.id DESC",params).fetchall()
|
||||
return self.send_json(200,{"organization_id":org,"items":[row_json(r) for r in rows]})
|
||||
|
||||
def list_suppressions(self, db, org, query):
|
||||
rows=db.execute("SELECT * FROM suppressions WHERE organization_id=? ORDER BY id DESC",(org,)).fetchall()
|
||||
return self.send_json(200,{"organization_id":org,"items":[row_json(r) for r in rows]})
|
||||
|
||||
def report(self, db, org, kind, query):
|
||||
try:
|
||||
if kind == "pipeline":
|
||||
params=[org]; clause=self._date_where(query,"p.created_at",params); sql="SELECT p.stage, p.status, COUNT(*) count FROM pipeline_entries p WHERE p.organization_id=?" + ((" AND "+clause) if clause else "") + " GROUP BY p.stage,p.status ORDER BY p.stage,p.status"
|
||||
elif kind == "outcomes":
|
||||
params=[org]; clause=self._date_where(query,"i.created_at",params); sql="SELECT i.outcome, COUNT(*) count FROM interactions i WHERE i.organization_id=?" + ((" AND "+clause) if clause else "") + " GROUP BY i.outcome ORDER BY i.outcome"
|
||||
else:
|
||||
params=[org]; clause=self._date_where(query,"activity_at",params); sql="SELECT activity_type, COUNT(*) count FROM (SELECT 'pipeline' activity_type, created_at activity_at FROM pipeline_entries WHERE organization_id=? UNION ALL SELECT 'interaction',created_at FROM interactions WHERE organization_id=?) WHERE 1=1" + ((" AND "+clause) if clause else "") + " GROUP BY activity_type"
|
||||
params=[org,org] + params[1:]
|
||||
rows=db.execute(sql,params).fetchall(); return self.send_json(200,{"organization_id":org,"items":[dict(r) for r in rows]})
|
||||
except ValueError as exc: return self.send_json(400,{"error":str(exc)})
|
||||
|
||||
def do_GET(self):
|
||||
parsed=urlparse(self.path); path=parsed.path.rstrip("/")
|
||||
if path=="/api/v1/health/live": return self.send_json(200,{"status":"ok","organization_id":ORGANIZATION_ID})
|
||||
@@ -252,6 +326,12 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
if path=="/api/v1/domain-checks": return self.list_domain_checks(db,org,parse_qs(parsed.query))
|
||||
if path=="/api/v1/website-scans": return self.list_website_scans(db,org,parse_qs(parsed.query))
|
||||
if path=="/api/v1/contact-extractions": return self.list_contact_extractions(db,org,parse_qs(parsed.query))
|
||||
if path=="/api/v1/pipeline-entries": return self.list_pipeline(db,org,parse_qs(parsed.query))
|
||||
if path=="/api/v1/pipeline-stages": return self.list_stages(db,org)
|
||||
if path=="/api/v1/outcomes": return self.send_json(200,{"items":sorted(self.OUTCOMES)})
|
||||
if path=="/api/v1/interactions": return self.list_interactions(db,org,parse_qs(parsed.query))
|
||||
if path=="/api/v1/suppressions": return self.list_suppressions(db,org,parse_qs(parsed.query))
|
||||
if path in ("/api/v1/reports/pipeline","/api/v1/reports/outcomes","/api/v1/reports/activity"): return self.report(db,org,path.rsplit('/',1)[1],parse_qs(parsed.query))
|
||||
if path.startswith("/api/v1/jobs/"): return self.get_job_route(db,org,path,parse_qs(parsed.query))
|
||||
if path.startswith("/api/v1/businesses/"):
|
||||
bits=path.split("/"); ident=bits[4] if len(bits)>4 else ""
|
||||
@@ -371,7 +451,7 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
key = str(payload.get("idempotency_key") or hashlib.sha256((str(scan_id or "") + source_url + source_html).encode()).hexdigest())[:200]
|
||||
existing = db.execute("SELECT * FROM contact_extractions WHERE organization_id=? AND business_id=? AND extraction_key=? ORDER BY id", (org, bid, key)).fetchall()
|
||||
if existing: return self.send_json(200, {"business_id": bid, "extraction_key": key, "items": [self._contact_json(r) for r in existing], "idempotent": True})
|
||||
suppressions = [dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=?", (org,))]
|
||||
suppressions = [dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=? AND active=1", (org,))]
|
||||
try: found = extract_contacts(source_html, source_url, suppressions=suppressions, max_results=requested_limit)
|
||||
except ValueError as exc: return self.send_json(400, {"error": str(exc)})
|
||||
for item in found:
|
||||
@@ -536,7 +616,7 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
if drow:
|
||||
try: domain.update(json.loads(drow["result_json"] or "{}"))
|
||||
except (TypeError, ValueError): pass
|
||||
suppressed = is_suppressed(dict(business), [dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=?", (org,))])
|
||||
suppressed = is_suppressed(dict(business), [dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=? AND active=1", (org,))])
|
||||
signals = signals_for_business(dict(business), website, contacts, domain, suppressed); self.ensure_score_rules(db, org); rules = [dict(r) for r in db.execute("SELECT * FROM score_rules WHERE organization_id=?", (org,))]; result = evaluate_score(signals, rules)
|
||||
override_score = payload.get("override_score"); override_eligible = payload.get("override_eligible")
|
||||
if override_score is not None or override_eligible is not None:
|
||||
@@ -619,6 +699,9 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
if path=="/api/v1/sources":return self.create_source(payload,db,user)
|
||||
if path=="/api/v1/discovery-queries":return self.create_query(payload,db,user)
|
||||
if path=="/api/v1/suppressions":return self.create_suppression(payload,db,user)
|
||||
if path=="/api/v1/suppressions/import":return self.import_suppressions(payload,db,user)
|
||||
if path=="/api/v1/pipeline-stages":return self.create_stage(payload,db,user)
|
||||
if path=="/api/v1/interactions": return self.send_json(400,{"error":"business_id_required"})
|
||||
if path=="/api/v1/contact-extractions": return self.send_json(405,{"error":"method_not_allowed"})
|
||||
if path=="/api/v1/imports/preview":return self.preview_import(payload,db,org)
|
||||
if len(path.split("/"))==7 and path.split("/")[3:6]==["businesses",path.split("/")[4],"websites"] and path.split("/")[6]=="scan": return self.scan_business_website(int(path.split("/")[4]) if path.split("/")[4].isdigit() else -1,payload,db,user)
|
||||
@@ -633,6 +716,8 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
return self.test_source(int(bits[4]),db,user) if bits[5]=="test" else self.ingest_source(int(bits[4]),payload,db,user)
|
||||
if len(bits)==6 and bits[3] == "discovery-queries" and bits[4].isdigit() and bits[5]=="run": return self.run_query(int(bits[4]),db,user)
|
||||
if len(bits)==7 and bits[:4]==["","api","v1","businesses"] and bits[5] in CHILD_TABLES and bits[6]=="": pass
|
||||
if len(bits)==6 and bits[:4]==["","api","v1","businesses"] and bits[5] == "pipeline": return self.update_pipeline(int(bits[4]) if bits[4].isdigit() else -1,payload,db,user)
|
||||
if len(bits)==6 and bits[:4]==["","api","v1","businesses"] and bits[5] == "interactions": return self.create_interaction(int(bits[4]) if bits[4].isdigit() else -1,payload,db,user)
|
||||
if len(bits)==6 and bits[:4]==["","api","v1","businesses"] and bits[5] in CHILD_TABLES:return self.create_child(int(bits[4]) if bits[4].isdigit() else -1,bits[5],payload,db,user)
|
||||
if len(bits)==6 and bits[:4]==["","api","v1","businesses"] and bits[5]=="verify":return self.verify_business(int(bits[4]) if bits[4].isdigit() else -1,payload,db,user)
|
||||
if len(bits)==6 and bits[:4]==["","api","v1","businesses"] and bits[5]=="merge":return self.merge_business(int(bits[4]) if bits[4].isdigit() else -1,payload,db,user)
|
||||
@@ -645,6 +730,10 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
if not user:return
|
||||
if user["role"] not in MUTATING_ROLES:return self.send_json(403,{"error":"forbidden"})
|
||||
bits=path.split("/")
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","pipeline-stages"] and bits[4].isdigit(): return self.update_stage(int(bits[4]),self.read_json(),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","suppressions"] and bits[4].isdigit(): return self.update_suppression(int(bits[4]),self.read_json(),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","pipeline-entries"] and bits[4].isdigit(): return self.update_pipeline_entry(int(bits[4]),self.read_json(),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","interactions"] and bits[4].isdigit(): return self.update_interaction(int(bits[4]),self.read_json(),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","saved-filters"] and bits[4].isdigit(): return self.update_saved_filter(int(bits[4]),self.read_json(),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","score-rules"] and bits[4].isdigit(): return self.update_score_rule(int(bits[4]),self.read_json(),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","sources"] and bits[4].isdigit(): return self.update_source(int(bits[4]),self.read_json(),db,user)
|
||||
@@ -658,6 +747,13 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
if not user:return
|
||||
if user["role"] not in MUTATING_ROLES:return self.send_json(403,{"error":"forbidden"})
|
||||
bits=path.split("/")
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","pipeline-stages"] and bits[4].isdigit(): return self.delete_crm_item("pipeline_stages",int(bits[4]),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","pipeline-entries"] and bits[4].isdigit(): return self.delete_crm_item("pipeline_entries",int(bits[4]),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","interactions"] and bits[4].isdigit(): return self.delete_crm_item("interactions",int(bits[4]),db,user)
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","suppressions"] and bits[4].isdigit():
|
||||
row=db.execute("SELECT id FROM suppressions WHERE id=? AND organization_id=?",(int(bits[4]),user["organization_id"])).fetchone()
|
||||
if not row:return self.send_json(404,{"error":"not_found"})
|
||||
db.execute("DELETE FROM suppressions WHERE id=? AND organization_id=?",(int(bits[4]),user["organization_id"]));self.audit(db,user,"suppression.deleted",bits[4]);db.commit();return self.send_json(200,{"ok":True,"id":int(bits[4])})
|
||||
if len(bits)==5 and bits[:4]==["","api","v1","saved-filters"] and bits[4].isdigit(): return self.delete_saved_filter(int(bits[4]),db,user)
|
||||
return self.send_json(404,{"error":"not_found"})
|
||||
finally: db.close()
|
||||
@@ -671,7 +767,7 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
def create_business(self,payload,db,user):
|
||||
org=user["organization_id"]
|
||||
if not str(payload.get("name","")).strip():return self.send_json(400,{"error":"name_required"})
|
||||
b=normalize_business(payload); suppressions=[dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=?",(org,))]
|
||||
b=normalize_business(payload); suppressions=[dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=? AND active=1",(org,))]
|
||||
if is_suppressed(b,suppressions):return self.send_json(409,{"error":"suppressed"})
|
||||
fields=[(c,b[c]) for c in ("website_domain","email","phone") if b[c]]
|
||||
if fields and db.execute("SELECT id FROM businesses WHERE organization_id=? AND ("+" OR ".join(f"{c}=?" for c,_ in fields)+")",[org]+[v for _,v in fields]).fetchone():return self.send_json(409,{"error":"duplicate"})
|
||||
@@ -679,16 +775,16 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
def create_suppression(self,payload,db,user):
|
||||
kind,value=payload.get("kind"),str(payload.get("value","")).strip().lower()
|
||||
if kind not in {"email","domain","phone"} or not value:return self.send_json(400,{"error":"invalid_suppression"})
|
||||
try:db.execute("INSERT INTO suppressions(organization_id,kind,value) VALUES(?,?,?)",(user["organization_id"],kind,value))
|
||||
try:db.execute("INSERT INTO suppressions(organization_id,kind,value,actor_user_id,active) VALUES(?,?,?,?,1)",(user["organization_id"],kind,value,user["id"]))
|
||||
except sqlite3.IntegrityError:pass
|
||||
self.audit(db,user,"suppression.created",kind);db.commit();return self.send_json(201,dict(db.execute("SELECT * FROM suppressions WHERE organization_id=? AND kind=? AND value=?",(user["organization_id"],kind,value)).fetchone()))
|
||||
self.audit(db,user,"suppression.created",kind);db.commit();return self.send_json(201,row_json(db.execute("SELECT * FROM suppressions WHERE organization_id=? AND kind=? AND value=?",(user["organization_id"],kind,value)).fetchone()))
|
||||
def child_business(self,db,bid,user):return self.business(db,bid,user["organization_id"])
|
||||
def create_child(self,bid,table,payload,db,user):
|
||||
if not self.child_business(db,bid,user):return self.send_json(404,{"error":"not_found"})
|
||||
if table=="contacts":
|
||||
email=str(payload.get("email","")).strip().lower(); phone=normalize_phone(payload.get("phone"));
|
||||
if email and not re.match(r"^[^@\s]+@[^@\s]+\.[^@\s]+$",email):return self.send_json(400,{"error":"invalid_contact"})
|
||||
suppressed=is_suppressed({"email":email,"phone":phone},[dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=?",(user["organization_id"],))]); values=(str(payload.get("name","")).strip(),email,phone,str(payload.get("title","")).strip(),int(bool(payload.get("do_not_contact"))) or int(suppressed))
|
||||
suppressed=is_suppressed({"email":email,"phone":phone},[dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=? AND active=1",(user["organization_id"],))]); values=(str(payload.get("name","")).strip(),email,phone,str(payload.get("title","")).strip(),int(bool(payload.get("do_not_contact"))) or int(suppressed))
|
||||
elif table=="domains":
|
||||
value=normalize_domain(payload.get("domain"));
|
||||
if not value:return self.send_json(400,{"error":"invalid_domain"})
|
||||
@@ -705,15 +801,100 @@ class ApiHandler(BaseHTTPRequestHandler):
|
||||
values=(str(payload["body"]).strip(),)
|
||||
columns=CHILD_TABLES[table]; db.execute(f"INSERT INTO {table}(business_id,organization_id,{','.join(columns)}) VALUES(?, ?, {','.join('?' for _ in columns)})",(bid,user["organization_id"])+values); rid=db.execute("SELECT last_insert_rowid()").fetchone()[0];self.audit(db,user,f"{table}.created",str(rid));db.commit();return self.send_json(201,row_json(db.execute(f"SELECT * FROM {table} WHERE id=?",(rid,)).fetchone()))
|
||||
def update_pipeline(self,bid,payload,db,user):
|
||||
if not self.child_business(db,bid,user) or not str(payload.get("stage","")).strip():return self.send_json(404 if not self.child_business(db,bid,user) else 400,{"error":"not_found" if not self.child_business(db,bid,user) else "stage_required"})
|
||||
stage=str(payload["stage"]).strip();status=str(payload.get("status","active")).strip() or "active";db.execute("INSERT INTO pipeline_entries(business_id,organization_id,stage,status) VALUES(?,?,?,?)",(bid,user["organization_id"],stage,status));rid=db.execute("SELECT last_insert_rowid()").fetchone()[0];self.audit(db,user,"pipeline.updated",stage);db.commit();return self.send_json(200,row_json(db.execute("SELECT * FROM pipeline_entries WHERE id=?",(rid,)).fetchone()))
|
||||
if not self.child_business(db,bid,user): return self.send_json(404,{"error":"not_found"})
|
||||
stage=str(payload.get("stage","")).strip(); status=str(payload.get("status","active")).strip() or "active"
|
||||
if not stage or stage not in self.STAGES or status not in {"active","won","lost","paused"}: return self.send_json(400,{"error":"invalid_pipeline"})
|
||||
key=str(payload.get("idempotency_key","")).strip(); org=user["organization_id"]
|
||||
if key:
|
||||
prior=db.execute("SELECT * FROM pipeline_entries WHERE organization_id=? AND idempotency_key=?",(org,key)).fetchone()
|
||||
if prior:return self.send_json(200,row_json(prior))
|
||||
suppressed=self._crm_suppressed(db,org,self.business(db,bid,org))
|
||||
if suppressed:return self.send_json(409,{"error":"do_not_contact","outreach_disabled":True})
|
||||
cur=db.execute("INSERT INTO pipeline_entries(business_id,organization_id,stage,status,notes,next_action,follow_up_at,actor_user_id,idempotency_key) VALUES(?,?,?,?,?,?,?,?,?)",(bid,org,stage,status,str(payload.get("notes",payload.get("body","")))[:5000],str(payload.get("next_action",""))[:500],payload.get("follow_up_at"),user["id"],key or None)); rid=cur.lastrowid
|
||||
self.audit(db,user,"pipeline.created",str(rid)); db.commit(); return self.send_json(200 if getattr(self,"command","")=="PATCH" else 201,row_json(db.execute("SELECT * FROM pipeline_entries WHERE id=?",(rid,)).fetchone()))
|
||||
|
||||
def update_pipeline_entry(self,eid,payload,db,user):
|
||||
org=user["organization_id"]; row=db.execute("SELECT * FROM pipeline_entries WHERE id=? AND organization_id=?",(eid,org)).fetchone()
|
||||
if not row:return self.send_json(404,{"error":"not_found"})
|
||||
if payload.get("expected_updated_at") and payload["expected_updated_at"] != row["updated_at"]: return self.send_json(409,{"error":"conflict"})
|
||||
values={k:payload[k] for k in ("stage","status","notes","next_action","follow_up_at") if k in payload}
|
||||
if "stage" in values and values["stage"] not in self.STAGES:return self.send_json(400,{"error":"invalid_stage"})
|
||||
if "status" in values and values["status"] not in {"active","won","lost","paused"}:return self.send_json(400,{"error":"invalid_status"})
|
||||
if not values:return self.send_json(400,{"error":"no_changes"})
|
||||
cols=[]; args=[]
|
||||
for k,v in values.items():cols.append(k+"=?");args.append(v)
|
||||
args += [eid,org]; db.execute("UPDATE pipeline_entries SET "+",".join(cols)+",version=version+1,updated_at=CURRENT_TIMESTAMP WHERE id=? AND organization_id=?",args); self.audit(db,user,"pipeline.updated",str(eid));db.commit()
|
||||
return self.send_json(200,row_json(db.execute("SELECT * FROM pipeline_entries WHERE id=?",(eid,)).fetchone()))
|
||||
|
||||
def create_interaction(self,bid,payload,db,user):
|
||||
org=user["organization_id"]; business=self.business(db,bid,org)
|
||||
if not business:return self.send_json(404,{"error":"not_found"})
|
||||
outcome=str(payload.get("outcome","other")).strip().lower(); kind=str(payload.get("kind","")).strip().lower()
|
||||
if not kind or outcome not in self.OUTCOMES:return self.send_json(400,{"error":"invalid_interaction"})
|
||||
if self._crm_suppressed(db,org,business):return self.send_json(409,{"error":"do_not_contact","outreach_disabled":True})
|
||||
key=str(payload.get("idempotency_key","")).strip()
|
||||
if key:
|
||||
prior=db.execute("SELECT * FROM interactions WHERE organization_id=? AND idempotency_key=?",(org,key)).fetchone()
|
||||
if prior:return self.send_json(200,row_json(prior))
|
||||
cur=db.execute("INSERT INTO interactions(business_id,organization_id,kind,body,outcome,notes,next_action,follow_up_at,actor_user_id,idempotency_key) VALUES(?,?,?,?,?,?,?,?,?,?)",(bid,org,kind,str(payload.get("body",payload.get("notes","")))[:5000],outcome,str(payload.get("notes",""))[:5000],str(payload.get("next_action",""))[:500],payload.get("follow_up_at"),user["id"],key or None)); self.audit(db,user,"interaction.created",str(cur.lastrowid));db.commit()
|
||||
return self.send_json(201,row_json(db.execute("SELECT * FROM interactions WHERE id=?",(cur.lastrowid,)).fetchone()))
|
||||
|
||||
def update_interaction(self,iid,payload,db,user):
|
||||
org=user["organization_id"]; row=db.execute("SELECT * FROM interactions WHERE id=? AND organization_id=?",(iid,org)).fetchone()
|
||||
if not row:return self.send_json(404,{"error":"not_found"})
|
||||
values={k:payload[k] for k in ("kind","body","outcome","notes","next_action","follow_up_at") if k in payload}
|
||||
if "outcome" in values and values["outcome"] not in self.OUTCOMES:return self.send_json(400,{"error":"invalid_outcome"})
|
||||
if not values:return self.send_json(400,{"error":"no_changes"})
|
||||
cols=[];args=[]
|
||||
for k,v in values.items():cols.append(k+"=?");args.append(v)
|
||||
args += [iid,org];db.execute("UPDATE interactions SET "+",".join(cols)+",updated_at=CURRENT_TIMESTAMP WHERE id=? AND organization_id=?",args);self.audit(db,user,"interaction.updated",str(iid));db.commit();return self.send_json(200,row_json(db.execute("SELECT * FROM interactions WHERE id=?",(iid,)).fetchone()))
|
||||
|
||||
def update_suppression(self,sid,payload,db,user):
|
||||
row=db.execute("SELECT * FROM suppressions WHERE id=? AND organization_id=?",(sid,user["organization_id"])).fetchone()
|
||||
if not row:return self.send_json(404,{"error":"not_found"})
|
||||
if "active" not in payload:return self.send_json(400,{"error":"active_required"})
|
||||
db.execute("UPDATE suppressions SET active=?,actor_user_id=?,updated_at=CURRENT_TIMESTAMP WHERE id=? AND organization_id=?",(int(bool(payload["active"])),user["id"],sid,user["organization_id"]));self.audit(db,user,"suppression.updated",str(sid));db.commit();return self.send_json(200,row_json(db.execute("SELECT * FROM suppressions WHERE id=?",(sid,)).fetchone()))
|
||||
|
||||
def import_suppressions(self,payload,db,user):
|
||||
items=payload.get("items",payload.get("suppressions"));
|
||||
if not isinstance(items,list) or len(items)>1000:return self.send_json(400,{"error":"invalid_suppression_import"})
|
||||
imported=0
|
||||
for item in items:
|
||||
if not isinstance(item,dict) or item.get("kind") not in {"email","domain","phone"} or not str(item.get("value","")).strip():return self.send_json(400,{"error":"invalid_suppression"})
|
||||
kind=item["kind"];value=str(item["value"]).strip().lower(); cur=db.execute("INSERT OR IGNORE INTO suppressions(organization_id,kind,value,actor_user_id) VALUES(?,?,?,?)",(user["organization_id"],kind,value,user["id"]));imported += cur.rowcount
|
||||
self.audit(db,user,"suppressions.imported",str(imported));db.commit();return self.send_json(201,{"imported":imported,"received":len(items)})
|
||||
|
||||
def create_stage(self,payload,db,user):
|
||||
name=str(payload.get("name","")).strip().lower()
|
||||
if not name or len(name)>80 or not re.match(r"^[a-z0-9_-]+$",name):return self.send_json(400,{"error":"invalid_stage"})
|
||||
try: position=int(payload.get("position",0))
|
||||
except (TypeError,ValueError):return self.send_json(400,{"error":"invalid_stage"})
|
||||
try:cur=db.execute("INSERT INTO pipeline_stages(organization_id,name,position) VALUES(?,?,?)",(user["organization_id"],name,position))
|
||||
except sqlite3.IntegrityError:return self.send_json(409,{"error":"duplicate_stage"})
|
||||
self.audit(db,user,"pipeline_stage.created",str(cur.lastrowid));db.commit();return self.send_json(201,row_json(db.execute("SELECT * FROM pipeline_stages WHERE id=?",(cur.lastrowid,)).fetchone()))
|
||||
|
||||
def update_stage(self,sid,payload,db,user):
|
||||
row=db.execute("SELECT * FROM pipeline_stages WHERE id=? AND organization_id=?",(sid,user["organization_id"])).fetchone()
|
||||
if not row:return self.send_json(404,{"error":"not_found"})
|
||||
values={k:payload[k] for k in ("name","position","active") if k in payload}
|
||||
if not values:return self.send_json(400,{"error":"no_changes"})
|
||||
if "name" in values and (not isinstance(values["name"],str) or not re.match(r"^[a-z0-9_-]+$",values["name"])):return self.send_json(400,{"error":"invalid_stage"})
|
||||
cols=[];args=[]
|
||||
for k,v in values.items():cols.append(k+"=?");args.append(int(bool(v)) if k=="active" else v)
|
||||
args += [sid,user["organization_id"]];db.execute("UPDATE pipeline_stages SET "+",".join(cols)+",updated_at=CURRENT_TIMESTAMP WHERE id=? AND organization_id=?",args);self.audit(db,user,"pipeline_stage.updated",str(sid));db.commit();return self.send_json(200,row_json(db.execute("SELECT * FROM pipeline_stages WHERE id=?",(sid,)).fetchone()))
|
||||
|
||||
def delete_crm_item(self,table,ident,db,user):
|
||||
row=db.execute(f"SELECT id FROM {table} WHERE id=? AND organization_id=?",(ident,user["organization_id"])).fetchone()
|
||||
if not row:return self.send_json(404,{"error":"not_found"})
|
||||
db.execute(f"DELETE FROM {table} WHERE id=? AND organization_id=?",(ident,user["organization_id"]));self.audit(db,user,table+".deleted",str(ident));db.commit();return self.send_json(200,{"ok":True,"id":ident})
|
||||
|
||||
def verify_business(self,bid,payload,db,user):
|
||||
if not self.child_business(db,bid,user):return self.send_json(404,{"error":"not_found"})
|
||||
verified=bool(payload.get("verified",True)); now=datetime.now(timezone.utc).replace(microsecond=0).isoformat();db.execute("UPDATE businesses SET verified=?,verified_at=?,review_status=?,updated_at=CURRENT_TIMESTAMP WHERE id=? AND organization_id=?",(int(verified),now if verified else None,"verified" if verified else "pending",bid,user["organization_id"]));self.audit(db,user,"business.verified",str(verified));db.commit();row=self.business(db,bid,user["organization_id"]);return self.send_json(200,row_json(row))
|
||||
def preview_import(self,payload,db,org):
|
||||
rows=payload.get("rows",[])
|
||||
if not isinstance(rows,list):return self.send_json(400,{"error":"rows_required"})
|
||||
normalized=deduplicate_businesses([r for r in rows if isinstance(r,dict) and str(r.get("name","")).strip()]); suppressions=[dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=?",(org,))];existing=[row_json(r) for r in db.execute("SELECT * FROM businesses WHERE organization_id=?",(org,))];seen=set();accepted=[];suppressed=0;existing_keys={deduplication_key(x) for x in existing}
|
||||
normalized=deduplicate_businesses([r for r in rows if isinstance(r,dict) and str(r.get("name","")).strip()]); suppressions=[dict(r) for r in db.execute("SELECT kind,value FROM suppressions WHERE organization_id=? AND active=1",(org,))];existing=[row_json(r) for r in db.execute("SELECT * FROM businesses WHERE organization_id=?",(org,))];seen=set();accepted=[];suppressed=0;existing_keys={deduplication_key(x) for x in existing}
|
||||
for b in normalized:
|
||||
key=deduplication_key(b)
|
||||
if is_suppressed(b,suppressions):suppressed+=1
|
||||
|
||||
Reference in New Issue
Block a user