amsdal_crm 0.1.0__py3-none-any.whl

amsdal_crm/__about__.py

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+__version__ = '0.1.0'

amsdal_crm/__init__.py

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+"""AMSDAL CRM Plugin.
+
+A minimal MVP CRM plugin providing core CRM functionality including:
+- Contact and Account management
+- Deal pipeline management
+- Activity tracking and timeline
+- Custom fields support
+- Basic workflow automation
+- Email integration
+- File attachments
+"""
+
+__version__ = '0.1.0'

amsdal_crm/app.py

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+"""CRM App Configuration."""
+
+from amsdal.contrib.app_config import AppConfig
+from amsdal_utils.lifecycle.enum import LifecycleEvent
+from amsdal_utils.lifecycle.producer import LifecycleProducer
+
+from amsdal_crm.constants import CRMLifecycleEvent
+
+
+class CRMAppConfig(AppConfig):
+    """Configuration for the CRM application."""
+
+    def on_ready(self) -> None:
+        """Set up CRM lifecycle listeners and initialize module."""
+        from amsdal_crm.lifecycle.consumer import DealWonNotificationConsumer
+        from amsdal_crm.lifecycle.consumer import LoadCRMFixturesConsumer
+
+        # Load fixtures on startup
+        LifecycleProducer.add_listener(LifecycleEvent.ON_SERVER_STARTUP, LoadCRMFixturesConsumer)
+
+        # Custom CRM events
+        LifecycleProducer.add_listener(CRMLifecycleEvent.ON_DEAL_WON, DealWonNotificationConsumer)  # type: ignore[arg-type]
+
+        # Additional event listeners can be added here
+        # LifecycleProducer.add_listener(CRMLifecycleEvent.ON_DEAL_LOST, DealLostNotificationConsumer)

amsdal_crm/constants.py

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+"""CRM Constants and Enums."""
+
+from enum import Enum
+
+
+class CRMLifecycleEvent(str, Enum):
+    """Custom lifecycle events for CRM operations."""
+
+    ON_DEAL_STAGE_CHANGE = 'on_deal_stage_change'
+    ON_DEAL_WON = 'on_deal_won'
+    ON_DEAL_LOST = 'on_deal_lost'
+    ON_CONTACT_MERGE = 'on_contact_merge'
+    ON_ACCOUNT_MERGE = 'on_account_merge'

amsdal_crm/errors.py

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+"""CRM Custom Exceptions."""
+
+
+class CRMError(Exception):
+    """Base exception for CRM errors."""
+
+
+class CustomFieldValidationError(CRMError):
+    """Raised when custom field validation fails."""
+
+
+class WorkflowExecutionError(CRMError):
+    """Raised when workflow rule execution fails."""
+
+
+class InvalidStageTransitionError(CRMError):
+    """Raised when an invalid stage transition is attempted."""
+
+
+class PermissionDeniedError(CRMError):
+    """Raised when user doesn't have permission for an operation."""

amsdal_crm/fixtures/__init__.py

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+"""CRM Fixtures."""

amsdal_crm/fixtures/permissions.py

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+"""CRM permission fixtures."""
+
+# CRM permissions for each entity type
+CRM_PERMISSIONS = [
+    # Contact permissions
+    {'model': 'Contact', 'action': 'read'},
+    {'model': 'Contact', 'action': 'create'},
+    {'model': 'Contact', 'action': 'update'},
+    {'model': 'Contact', 'action': 'delete'},
+    # Account permissions
+    {'model': 'Account', 'action': 'read'},
+    {'model': 'Account', 'action': 'create'},
+    {'model': 'Account', 'action': 'update'},
+    {'model': 'Account', 'action': 'delete'},
+    # Deal permissions
+    {'model': 'Deal', 'action': 'read'},
+    {'model': 'Deal', 'action': 'create'},
+    {'model': 'Deal', 'action': 'update'},
+    {'model': 'Deal', 'action': 'delete'},
+    # Activity permissions
+    {'model': 'Activity', 'action': 'read'},
+    {'model': 'Activity', 'action': 'create'},
+    {'model': 'Activity', 'action': 'update'},
+    {'model': 'Activity', 'action': 'delete'},
+    # Pipeline permissions (read-only for non-admins)
+    {'model': 'Pipeline', 'action': 'read'},
+    # Stage permissions (read-only for non-admins)
+    {'model': 'Stage', 'action': 'read'},
+]

amsdal_crm/fixtures/pipelines.py

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+"""Default pipeline and stage fixtures."""
+
+# Default sales pipeline with stages
+DEFAULT_PIPELINES = [
+    {
+        '_external_id': 'crm_default_pipeline_sales',
+        'name': 'Sales Pipeline',
+        'description': 'Default sales pipeline',
+        'is_active': True,
+    },
+]
+
+DEFAULT_STAGES = [
+    {
+        '_external_id': 'crm_stage_lead',
+        '_order': 1.0,
+        'pipeline': {'_external_id': 'crm_default_pipeline_sales'},
+        'name': 'Lead',
+        'order': 1,
+        'probability': 10.0,
+        'is_closed_won': False,
+        'is_closed_lost': False,
+    },
+    {
+        '_external_id': 'crm_stage_qualified',
+        '_order': 2.0,
+        'pipeline': {'_external_id': 'crm_default_pipeline_sales'},
+        'name': 'Qualified',
+        'order': 2,
+        'probability': 25.0,
+        'is_closed_won': False,
+        'is_closed_lost': False,
+    },
+    {
+        '_external_id': 'crm_stage_proposal',
+        '_order': 3.0,
+        'pipeline': {'_external_id': 'crm_default_pipeline_sales'},
+        'name': 'Proposal',
+        'order': 3,
+        'probability': 50.0,
+        'is_closed_won': False,
+        'is_closed_lost': False,
+    },
+    {
+        '_external_id': 'crm_stage_negotiation',
+        '_order': 4.0,
+        'pipeline': {'_external_id': 'crm_default_pipeline_sales'},
+        'name': 'Negotiation',
+        'order': 4,
+        'probability': 75.0,
+        'is_closed_won': False,
+        'is_closed_lost': False,
+    },
+    {
+        '_external_id': 'crm_stage_closed_won',
+        '_order': 5.0,
+        'pipeline': {'_external_id': 'crm_default_pipeline_sales'},
+        'name': 'Closed Won',
+        'order': 5,
+        'probability': 100.0,
+        'is_closed_won': True,
+        'is_closed_lost': False,
+    },
+    {
+        '_external_id': 'crm_stage_closed_lost',
+        '_order': 6.0,
+        'pipeline': {'_external_id': 'crm_default_pipeline_sales'},
+        'name': 'Closed Lost',
+        'order': 6,
+        'probability': 0.0,
+        'is_closed_won': False,
+        'is_closed_lost': True,
+    },
+]

amsdal_crm/lifecycle/__init__.py

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+"""CRM Lifecycle Consumers."""

amsdal_crm/lifecycle/consumer.py

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+"""CRM Lifecycle Consumers."""
+
+from typing import TYPE_CHECKING
+
+from amsdal_utils.lifecycle.consumer import LifecycleConsumer
+
+if TYPE_CHECKING:
+    from amsdal_crm.models.deal import Deal
+
+
+class LoadCRMFixturesConsumer(LifecycleConsumer):
+    """Consumer that loads CRM fixtures on server startup."""
+
+    def on_event(self) -> None:
+        """Load CRM fixtures (pipelines, stages, permissions)."""
+        # Note: Fixtures are typically loaded via the FixturesManager
+        # This consumer can be used for additional setup if needed
+        pass
+
+    async def on_event_async(self) -> None:
+        """Async version of on_event."""
+        pass
+
+
+class DealWonNotificationConsumer(LifecycleConsumer):
+    """Consumer that handles deal won events.
+
+    Placeholder for future notification system integration.
+    """
+
+    def on_event(self, deal: 'Deal', user_email: str) -> None:
+        """Handle deal won event.
+
+        Args:
+            deal: The deal that was won
+            user_email: Email of user who closed the deal
+        """
+        # TODO: Implement notification logic
+        # Could integrate with email service, Slack, etc.
+        pass
+
+    async def on_event_async(self, deal: 'Deal', user_email: str) -> None:
+        """Async version of on_event."""
+        pass