feat(customers): add dashboard and customer management
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Schubert Ferenc
parent
694b7bd09a
commit
92cb8d1286
28 changed files with 2521 additions and 13 deletions
269
backend/hermes/app/repositories/customer_repository.py
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269
backend/hermes/app/repositories/customer_repository.py
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from datetime import UTC, datetime, timedelta
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from sqlalchemy import func, select
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from sqlalchemy.orm import Session, selectinload
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from app.models.customer import Customer, CustomerAddress, CustomerContact
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from app.schemas.customer import (
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CustomerAddressCreate,
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CustomerAddressUpdate,
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CustomerContactCreate,
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CustomerContactUpdate,
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CustomerCreate,
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CustomerUpdate,
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)
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def _email(value: object) -> str:
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return "" if value is None else str(value)
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def _url(value: object) -> str:
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return "" if value is None else str(value)
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class CustomerRepository:
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@staticmethod
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def get_all(db: Session) -> list[Customer]:
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return list(
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db.scalars(
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select(Customer)
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.options(
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selectinload(Customer.addresses),
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selectinload(Customer.contacts),
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)
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.order_by(Customer.created_at.desc())
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)
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)
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@staticmethod
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def get_by_id(db: Session, customer_id: int) -> Customer | None:
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return db.scalar(
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select(Customer)
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.where(Customer.id == customer_id)
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.options(
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selectinload(Customer.addresses),
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selectinload(Customer.contacts),
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)
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)
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@staticmethod
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def get_by_number(db: Session, customer_number: str) -> Customer | None:
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return db.scalar(select(Customer).where(Customer.customer_number == customer_number))
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@staticmethod
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def find_number_conflict(
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db: Session,
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*,
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customer_number: str,
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exclude_customer_id: int | None = None,
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) -> Customer | None:
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query = select(Customer).where(Customer.customer_number == customer_number)
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if exclude_customer_id is not None:
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query = query.where(Customer.id != exclude_customer_id)
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return db.scalar(query)
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@staticmethod
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def count_all(db: Session) -> int:
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return db.scalar(select(func.count(Customer.id))) or 0
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@staticmethod
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def count_active(db: Session) -> int:
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return db.scalar(select(func.count(Customer.id)).where(Customer.status == "active")) or 0
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@staticmethod
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def count_recent(db: Session, days: int = 30) -> int:
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since = datetime.now(UTC) - timedelta(days=days)
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return db.scalar(
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select(func.count(Customer.id))
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.where(Customer.created_at >= since)
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) or 0
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@staticmethod
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def get_latest(db: Session, limit: int = 5) -> list[Customer]:
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return list(
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db.scalars(
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select(Customer)
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.options(selectinload(Customer.addresses), selectinload(Customer.contacts))
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.order_by(Customer.created_at.desc())
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.limit(limit)
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)
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)
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@staticmethod
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def create(db: Session, customer: CustomerCreate) -> Customer:
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db_customer = Customer(
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customer_number=customer.customer_number,
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company_name=customer.company_name,
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legal_name=customer.legal_name,
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customer_type=customer.customer_type,
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status=customer.status,
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industry=customer.industry,
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website=_url(customer.website),
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email=_email(customer.email),
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phone=customer.phone,
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tax_number=customer.tax_number,
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vat_id=customer.vat_id,
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notes=customer.notes,
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)
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db_customer.addresses = [
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CustomerRepository._address_from_payload(address)
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for address in customer.addresses
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]
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db_customer.contacts = [
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CustomerRepository._contact_from_payload(contact)
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for contact in customer.contacts
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]
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CustomerRepository._normalize_primary(db_customer.addresses)
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CustomerRepository._normalize_primary(db_customer.contacts)
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db.add(db_customer)
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db.commit()
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db.refresh(db_customer)
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return CustomerRepository.get_by_id(db, db_customer.id) or db_customer
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@staticmethod
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def update(db: Session, db_customer: Customer, customer: CustomerUpdate) -> Customer:
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db_customer.customer_number = customer.customer_number
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db_customer.company_name = customer.company_name
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db_customer.legal_name = customer.legal_name
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db_customer.customer_type = customer.customer_type
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db_customer.status = customer.status
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db_customer.industry = customer.industry
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db_customer.website = _url(customer.website)
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db_customer.email = _email(customer.email)
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db_customer.phone = customer.phone
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db_customer.tax_number = customer.tax_number
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db_customer.vat_id = customer.vat_id
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db_customer.notes = customer.notes
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db_customer.addresses = [
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CustomerRepository._address_from_payload(address)
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for address in customer.addresses
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]
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CustomerRepository._normalize_primary(db_customer.addresses)
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db.commit()
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db.refresh(db_customer)
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return CustomerRepository.get_by_id(db, db_customer.id) or db_customer
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@staticmethod
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def delete(db: Session, db_customer: Customer) -> None:
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db.delete(db_customer)
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db.commit()
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@staticmethod
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def get_contacts(db: Session, customer_id: int) -> list[CustomerContact]:
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return list(
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db.scalars(
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select(CustomerContact)
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.where(CustomerContact.customer_id == customer_id)
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.order_by(CustomerContact.is_primary.desc(), CustomerContact.last_name)
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)
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)
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@staticmethod
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def get_contact_by_id(
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db: Session,
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customer_id: int,
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contact_id: int,
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) -> CustomerContact | None:
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return db.scalar(
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select(CustomerContact)
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.where(CustomerContact.customer_id == customer_id)
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.where(CustomerContact.id == contact_id)
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)
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@staticmethod
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def create_contact(
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db: Session,
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customer_id: int,
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contact: CustomerContactCreate,
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) -> CustomerContact:
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db_contact = CustomerRepository._contact_from_payload(contact)
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db_contact.customer_id = customer_id
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db.add(db_contact)
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db.flush()
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if db_contact.is_primary:
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CustomerRepository._clear_other_primary_contacts(db, customer_id, db_contact.id)
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db.commit()
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db.refresh(db_contact)
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return db_contact
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@staticmethod
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def update_contact(
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db: Session,
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db_contact: CustomerContact,
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contact: CustomerContactUpdate,
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) -> CustomerContact:
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db_contact.first_name = contact.first_name
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db_contact.last_name = contact.last_name
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db_contact.position = contact.position
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db_contact.email = _email(contact.email)
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db_contact.phone = contact.phone
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db_contact.mobile = contact.mobile
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db_contact.is_primary = contact.is_primary
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db_contact.notes = contact.notes
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if db_contact.is_primary:
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CustomerRepository._clear_other_primary_contacts(db, db_contact.customer_id, db_contact.id)
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db.commit()
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db.refresh(db_contact)
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return db_contact
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@staticmethod
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def delete_contact(db: Session, db_contact: CustomerContact) -> None:
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db.delete(db_contact)
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db.commit()
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@staticmethod
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def _address_from_payload(address: CustomerAddressCreate | CustomerAddressUpdate) -> CustomerAddress:
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return CustomerAddress(
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type=address.type,
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street=address.street,
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postal_code=address.postal_code,
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city=address.city,
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state=address.state,
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country=address.country,
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is_primary=address.is_primary,
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)
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@staticmethod
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def _contact_from_payload(contact: CustomerContactCreate | CustomerContactUpdate) -> CustomerContact:
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return CustomerContact(
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first_name=contact.first_name,
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last_name=contact.last_name,
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position=contact.position,
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email=_email(contact.email),
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phone=contact.phone,
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mobile=contact.mobile,
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is_primary=contact.is_primary,
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notes=contact.notes,
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)
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@staticmethod
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def _normalize_primary(items: list[CustomerAddress] | list[CustomerContact]) -> None:
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primary_seen = False
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for item in items:
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if item.is_primary and not primary_seen:
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primary_seen = True
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elif item.is_primary:
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item.is_primary = False
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if items and not primary_seen:
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items[0].is_primary = True
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@staticmethod
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def _clear_other_primary_contacts(db: Session, customer_id: int, contact_id: int) -> None:
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contacts = db.scalars(
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select(CustomerContact)
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.where(CustomerContact.customer_id == customer_id)
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.where(CustomerContact.id != contact_id)
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)
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for contact in contacts:
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contact.is_primary = False
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