"""CRM domain aggregates — Phase 6.0 + 6.1 core entities. Independent aggregates use UUID references within crm_db only. No SQLAlchemy relationship graphs between aggregates. """ from __future__ import annotations import uuid from datetime import date, datetime from decimal import Decimal from sqlalchemy import ( Boolean, Date, DateTime, Index, Integer, Numeric, String, Text, UniqueConstraint, ) from sqlalchemy.orm import Mapped, mapped_column from sqlalchemy.types import JSON from app.core.database import Base from app.models.base import ( ActorAuditMixin, SoftDeleteMixin, TenantMixin, TimestampMixin, UUIDPrimaryKeyMixin, ) from app.models.types import ( ActivityPriority, ActivityRelatedType, ActivityStatus, ActivityType, ContactKind, ContactMethod, ContactStatus, GUID, LeadPriority, LeadStatus, OpportunityStatus, OrganizationKind, OrganizationStatus, QuoteStatus, ) class Lead( Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin, SoftDeleteMixin, ActorAuditMixin, ): """Prospective customer / sales lead aggregate (Phase 6.1).""" __tablename__ = "leads" lead_number: Mapped[str] = mapped_column(String(50), nullable=False) first_name: Mapped[str] = mapped_column(String(100), nullable=False, default="") last_name: Mapped[str] = mapped_column(String(100), nullable=False, default="") full_name: Mapped[str] = mapped_column(String(255), nullable=False) title: Mapped[str | None] = mapped_column(String(255), nullable=True) company: Mapped[str | None] = mapped_column(String(255), nullable=True) job_title: Mapped[str | None] = mapped_column(String(150), nullable=True) email: Mapped[str | None] = mapped_column(String(255), nullable=True) mobile: Mapped[str | None] = mapped_column(String(50), nullable=True) phone: Mapped[str | None] = mapped_column(String(50), nullable=True) website: Mapped[str | None] = mapped_column(String(255), nullable=True) lead_source_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) lead_status_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) status: Mapped[LeadStatus] = mapped_column(default=LeadStatus.NEW, nullable=False) source: Mapped[str | None] = mapped_column(String(100), nullable=True) assigned_user_id: Mapped[str | None] = mapped_column(String(100), nullable=True) priority: Mapped[LeadPriority] = mapped_column( default=LeadPriority.MEDIUM, nullable=False ) estimated_value: Mapped[Decimal] = mapped_column( Numeric(18, 4), default=Decimal("0"), nullable=False ) expected_close_date: Mapped[date | None] = mapped_column(Date, nullable=True) description: Mapped[str | None] = mapped_column(Text, nullable=True) owner_user_id: Mapped[str] = mapped_column(String(100), nullable=False) contact_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) organization_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) # legacy alias kept for compatibility with early 6.0 payloads company_name: Mapped[str | None] = mapped_column(String(255), nullable=True) __table_args__ = ( UniqueConstraint("tenant_id", "lead_number", name="uq_leads_tenant_lead_number"), Index("ix_leads_tenant_status", "tenant_id", "status"), Index("ix_leads_tenant_email", "tenant_id", "email"), Index("ix_leads_tenant_owner", "tenant_id", "owner_user_id"), Index("ix_leads_tenant_deleted", "tenant_id", "is_deleted"), ) class Contact( Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin, SoftDeleteMixin, ActorAuditMixin, ): """Person contact aggregate (Phase 6.1).""" __tablename__ = "contacts" first_name: Mapped[str] = mapped_column(String(100), nullable=False) last_name: Mapped[str] = mapped_column(String(100), nullable=False) full_name: Mapped[str] = mapped_column(String(255), nullable=False) kind: Mapped[ContactKind] = mapped_column( default=ContactKind.BUSINESS, nullable=False ) contact_type_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) email: Mapped[str | None] = mapped_column(String(255), nullable=True) phone: Mapped[str | None] = mapped_column(String(50), nullable=True) emails: Mapped[list | None] = mapped_column(JSON, nullable=True) phones: Mapped[list | None] = mapped_column(JSON, nullable=True) default_contact_method: Mapped[ContactMethod | None] = mapped_column(nullable=True) social_links: Mapped[dict | None] = mapped_column(JSON, nullable=True) birthday: Mapped[date | None] = mapped_column(Date, nullable=True) job_title: Mapped[str | None] = mapped_column(String(150), nullable=True) job_position: Mapped[str | None] = mapped_column(String(150), nullable=True) status: Mapped[ContactStatus] = mapped_column( default=ContactStatus.ACTIVE, nullable=False ) organization_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) owner_user_id: Mapped[str | None] = mapped_column(String(100), nullable=True) notes_summary: Mapped[str | None] = mapped_column(Text, nullable=True) __table_args__ = ( Index("ix_contacts_tenant_email", "tenant_id", "email"), Index("ix_contacts_tenant_org", "tenant_id", "organization_id"), Index("ix_contacts_tenant_deleted", "tenant_id", "is_deleted"), ) class Organization( Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin, SoftDeleteMixin, ActorAuditMixin, ): """Business account / organization aggregate (Phase 6.1).""" __tablename__ = "organizations" name: Mapped[str] = mapped_column(String(255), nullable=False) kind: Mapped[OrganizationKind] = mapped_column( default=OrganizationKind.COMPANY, nullable=False ) legal_name: Mapped[str | None] = mapped_column(String(255), nullable=True) trade_name: Mapped[str | None] = mapped_column(String(255), nullable=True) national_identifier: Mapped[str | None] = mapped_column(String(50), nullable=True) tax_number: Mapped[str | None] = mapped_column(String(50), nullable=True) organization_type_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) organization_industry_id: Mapped[uuid.UUID | None] = mapped_column( GUID(), nullable=True ) industry: Mapped[str | None] = mapped_column(String(150), nullable=True) website: Mapped[str | None] = mapped_column(String(255), nullable=True) email: Mapped[str | None] = mapped_column(String(255), nullable=True) phone: Mapped[str | None] = mapped_column(String(50), nullable=True) parent_organization_id: Mapped[uuid.UUID | None] = mapped_column( GUID(), nullable=True ) status: Mapped[OrganizationStatus] = mapped_column( default=OrganizationStatus.ACTIVE, nullable=False ) owner_user_id: Mapped[str | None] = mapped_column(String(100), nullable=True) description: Mapped[str | None] = mapped_column(Text, nullable=True) __table_args__ = ( UniqueConstraint("tenant_id", "name", name="uq_organizations_tenant_name"), Index("ix_organizations_tenant_status", "tenant_id", "status"), Index("ix_organizations_tenant_parent", "tenant_id", "parent_organization_id"), Index("ix_organizations_tenant_deleted", "tenant_id", "is_deleted"), ) class Pipeline(Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin): """Sales pipeline aggregate (Phase 6.2).""" __tablename__ = "pipelines" name: Mapped[str] = mapped_column(String(255), nullable=False) code: Mapped[str] = mapped_column(String(50), nullable=False) description: Mapped[str | None] = mapped_column(Text, nullable=True) sort_order: Mapped[int] = mapped_column(Integer, default=0, nullable=False) is_default: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False) is_active: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False) status: Mapped[str] = mapped_column(String(20), default="active", nullable=False) __table_args__ = ( UniqueConstraint("tenant_id", "code", name="uq_pipelines_tenant_code"), ) class PipelineStage(Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin): """Pipeline stage aggregate (Phase 6.2).""" __tablename__ = "pipeline_stages" pipeline_id: Mapped[uuid.UUID] = mapped_column(GUID(), nullable=False) name: Mapped[str] = mapped_column(String(255), nullable=False) code: Mapped[str] = mapped_column(String(50), nullable=False) position: Mapped[int] = mapped_column(Integer, default=0, nullable=False) win_probability: Mapped[int] = mapped_column(Integer, default=0, nullable=False) color: Mapped[str | None] = mapped_column(String(20), nullable=True) is_start_stage: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False) is_won_stage: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False) is_lost_stage: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False) is_closed_stage: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False) required_fields: Mapped[list | None] = mapped_column(JSON, nullable=True) exit_validation: Mapped[dict | None] = mapped_column(JSON, nullable=True) is_active: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False) __table_args__ = ( UniqueConstraint( "tenant_id", "pipeline_id", "code", name="uq_pipeline_stages_tenant_code" ), Index("ix_pipeline_stages_pipeline", "tenant_id", "pipeline_id"), ) class Opportunity( Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin, SoftDeleteMixin, ActorAuditMixin, ): """Sales opportunity aggregate (Phase 6.2).""" __tablename__ = "opportunities" opportunity_number: Mapped[str] = mapped_column(String(50), nullable=False) name: Mapped[str] = mapped_column(String(255), nullable=False) title: Mapped[str] = mapped_column(String(255), nullable=False) pipeline_id: Mapped[uuid.UUID] = mapped_column(GUID(), nullable=False) stage_id: Mapped[uuid.UUID] = mapped_column(GUID(), nullable=False) status: Mapped[OpportunityStatus] = mapped_column( default=OpportunityStatus.OPEN, nullable=False ) amount: Mapped[Decimal] = mapped_column( Numeric(18, 4), default=Decimal("0"), nullable=False ) expected_revenue: Mapped[Decimal] = mapped_column( Numeric(18, 4), default=Decimal("0"), nullable=False ) currency_code: Mapped[str] = mapped_column(String(3), default="IRR", nullable=False) probability: Mapped[int] = mapped_column(Integer, default=0, nullable=False) priority: Mapped[str] = mapped_column(String(20), default="medium", nullable=False) expected_close_date: Mapped[date | None] = mapped_column(Date, nullable=True) organization_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) contact_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) lead_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) owner_user_id: Mapped[str | None] = mapped_column(String(100), nullable=True) description: Mapped[str | None] = mapped_column(Text, nullable=True) won_at: Mapped[datetime | None] = mapped_column( DateTime(timezone=True), nullable=True ) lost_at: Mapped[datetime | None] = mapped_column( DateTime(timezone=True), nullable=True ) __table_args__ = ( UniqueConstraint( "tenant_id", "opportunity_number", name="uq_opportunities_tenant_number", ), Index("ix_opportunities_tenant_status", "tenant_id", "status"), Index( "ix_opportunities_pipeline_stage", "tenant_id", "pipeline_id", "stage_id" ), Index("ix_opportunities_tenant_deleted", "tenant_id", "is_deleted"), ) class SalesActivity(Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin): """Sales activity aggregate (Phase 6.3 collaboration).""" __tablename__ = "sales_activities" subject: Mapped[str] = mapped_column(String(255), nullable=False) activity_type: Mapped[ActivityType] = mapped_column(nullable=False) status: Mapped[ActivityStatus] = mapped_column( default=ActivityStatus.PLANNED, nullable=False ) priority: Mapped[ActivityPriority] = mapped_column( default=ActivityPriority.MEDIUM, nullable=False ) related_type: Mapped[ActivityRelatedType | None] = mapped_column(nullable=True) related_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) lead_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) contact_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) organization_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) opportunity_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) due_at: Mapped[datetime | None] = mapped_column( DateTime(timezone=True), nullable=True ) completed_at: Mapped[datetime | None] = mapped_column( DateTime(timezone=True), nullable=True ) owner_user_id: Mapped[str | None] = mapped_column(String(100), nullable=True) description: Mapped[str | None] = mapped_column(Text, nullable=True) custom_type_label: Mapped[str | None] = mapped_column(String(100), nullable=True) __table_args__ = ( Index("ix_sales_activities_tenant_status", "tenant_id", "status"), Index( "ix_sales_activities_related", "tenant_id", "related_type", "related_id" ), Index("ix_sales_activities_opportunity", "tenant_id", "opportunity_id"), ) class Quote(Base, UUIDPrimaryKeyMixin, TenantMixin, TimestampMixin): """Sales quote aggregate (CRM-owned; not accounting invoice).""" __tablename__ = "quotes" title: Mapped[str] = mapped_column(String(255), nullable=False) quote_number: Mapped[str] = mapped_column(String(50), nullable=False) status: Mapped[QuoteStatus] = mapped_column( default=QuoteStatus.DRAFT, nullable=False ) amount: Mapped[Decimal] = mapped_column( Numeric(18, 4), default=Decimal("0"), nullable=False ) currency_code: Mapped[str] = mapped_column(String(3), default="IRR", nullable=False) valid_until: Mapped[date | None] = mapped_column(Date, nullable=True) opportunity_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) organization_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) contact_id: Mapped[uuid.UUID | None] = mapped_column(GUID(), nullable=True) owner_user_id: Mapped[str | None] = mapped_column(String(100), nullable=True) notes: Mapped[str | None] = mapped_column(Text, nullable=True) __table_args__ = ( UniqueConstraint( "tenant_id", "quote_number", name="uq_quotes_tenant_quote_number" ), Index("ix_quotes_tenant_status", "tenant_id", "status"), )