amsdal_crm 0.1.0__py3-none-any.whl

amsdal_crm/services/email_service.py

@@ -0,0 +1,118 @@
+"""EmailService for email integration."""
+
+from amsdal_data.transactions.decorators import async_transaction
+from amsdal_data.transactions.decorators import transaction
+
+from amsdal_crm.models.activity import ActivityRelatedTo
+from amsdal_crm.models.activity import ActivityType
+from amsdal_crm.models.activity import EmailActivity
+
+
+class EmailService:
+    """Service for email integration and logging."""
+
+    @classmethod
+    @transaction
+    def log_email(
+        cls,
+        subject: str,
+        body: str,
+        from_address: str,
+        to_addresses: list[str],
+        cc_addresses: list[str] | None,
+        related_to_type: ActivityRelatedTo,
+        related_to_id: str,
+        owner_email: str,
+        *,
+        is_outbound: bool = True,
+    ) -> EmailActivity:
+        """Log an email as an activity.
+
+        This can be called when:
+        - User sends email from CRM
+        - Incoming email is parsed and associated with CRM record
+
+        Args:
+            subject: Email subject
+            body: Email body
+            from_address: Sender email address
+            to_addresses: List of recipient email addresses
+            cc_addresses: List of CC email addresses
+            related_to_type: Type of related record (Contact, Account, Deal)
+            related_to_id: ID of related record
+            owner_email: Email of user who owns this activity
+            is_outbound: True if sent from CRM, False if received
+
+        Returns:
+            The created EmailActivity
+        """
+        email_activity = EmailActivity(
+            activity_type=ActivityType.EMAIL,
+            subject=subject,
+            body=body,
+            from_address=from_address,
+            to_addresses=to_addresses,
+            cc_addresses=cc_addresses,
+            related_to_type=related_to_type,
+            related_to_id=related_to_id,
+            owner_email=owner_email,
+            is_outbound=is_outbound,
+            description=f'Email: {subject}',
+            due_date=None,
+            completed_at=None,
+            is_completed=False,
+        )
+        email_activity.save(force_insert=True)
+
+        return email_activity
+
+    @classmethod
+    @async_transaction
+    async def alog_email(
+        cls,
+        subject: str,
+        body: str,
+        from_address: str,
+        to_addresses: list[str],
+        cc_addresses: list[str] | None,
+        related_to_type: ActivityRelatedTo,
+        related_to_id: str,
+        owner_email: str,
+        *,
+        is_outbound: bool = True,
+    ) -> EmailActivity:
+        """Async version of log_email.
+
+        Args:
+            subject: Email subject
+            body: Email body
+            from_address: Sender email address
+            to_addresses: List of recipient email addresses
+            cc_addresses: List of CC email addresses
+            related_to_type: Type of related record (Contact, Account, Deal)
+            related_to_id: ID of related record
+            owner_email: Email of user who owns this activity
+            is_outbound: True if sent from CRM, False if received
+
+        Returns:
+            The created EmailActivity
+        """
+        email_activity = EmailActivity(
+            activity_type=ActivityType.EMAIL,
+            subject=subject,
+            body=body,
+            from_address=from_address,
+            to_addresses=to_addresses,
+            cc_addresses=cc_addresses,
+            related_to_type=related_to_type,
+            related_to_id=related_to_id,
+            owner_email=owner_email,
+            is_outbound=is_outbound,
+            description=f'Email: {subject}',
+            due_date=None,
+            completed_at=None,
+            is_completed=False,
+        )
+        await email_activity.asave(force_insert=True)
+
+        return email_activity

amsdal_crm/services/workflow_service.py

@@ -0,0 +1,177 @@
+"""WorkflowService for executing workflow automation rules."""
+
+from amsdal_models.classes.model import Model
+from amsdal_utils.models.enums import Versions
+
+from amsdal_crm.errors import WorkflowExecutionError
+from amsdal_crm.models.activity import ActivityRelatedTo
+from amsdal_crm.models.activity import ActivityType
+from amsdal_crm.models.activity import Note
+from amsdal_crm.models.workflow_rule import WorkflowRule
+
+
+class WorkflowService:
+    """Execute workflow rules for automation."""
+
+    @classmethod
+    def execute_rules(cls, entity_type: str, trigger_event: str, entity: Model) -> None:
+        """Execute workflow rules for an entity event.
+
+        Called from lifecycle hooks (post_create, post_update, post_delete).
+
+        Args:
+            entity_type: Type of entity (Contact, Account, Deal, Activity)
+            trigger_event: Event that triggered the rule (create, update, delete)
+            entity: The entity instance
+        """
+        # Load active rules for this entity and trigger
+        rules = WorkflowRule.objects.filter(
+            entity_type=entity_type,
+            trigger_event=trigger_event,
+            is_active=True,
+            _address__object_version=Versions.LATEST,
+        ).execute()
+
+        for rule in rules:
+            try:
+                if cls._evaluate_condition(rule, entity):
+                    cls._execute_action(rule, entity)
+            except Exception as exc:
+                # Log error but don't fail the entire operation
+                error_msg = f'Failed to execute workflow rule {rule.name}: {exc}'
+                raise WorkflowExecutionError(error_msg) from exc
+
+    @classmethod
+    async def aexecute_rules(cls, entity_type: str, trigger_event: str, entity: Model) -> None:
+        """Execute workflow rules for an entity event.
+
+        Called from lifecycle hooks (post_create, post_update, post_delete).
+
+        Args:
+            entity_type: Type of entity (Contact, Account, Deal, Activity)
+            trigger_event: Event that triggered the rule (create, update, delete)
+            entity: The entity instance
+        """
+        # Load active rules for this entity and trigger
+        rules = await WorkflowRule.objects.filter(
+            entity_type=entity_type,
+            trigger_event=trigger_event,
+            is_active=True,
+            _address__object_version=Versions.LATEST,
+        ).aexecute()
+
+        for rule in rules:
+            try:
+                if cls._evaluate_condition(rule, entity):
+                    await cls._aexecute_action(rule, entity)
+            except Exception as exc:
+                # Log error but don't fail the entire operation
+                error_msg = f'Failed to execute workflow rule {rule.name}: {exc}'
+                raise WorkflowExecutionError(error_msg) from exc
+
+    @classmethod
+    def _evaluate_condition(cls, rule: WorkflowRule, entity: Model) -> bool:
+        """Evaluate if rule condition matches.
+
+        Args:
+            rule: The workflow rule
+            entity: The entity to evaluate
+
+        Returns:
+            True if condition matches, False otherwise
+        """
+        if not rule.condition_field:
+            return True  # No condition = always match
+
+        entity_value = getattr(entity, rule.condition_field, None)
+
+        if rule.condition_operator == 'equals':
+            return entity_value == rule.condition_value
+        elif rule.condition_operator == 'not_equals':
+            return entity_value != rule.condition_value
+        elif rule.condition_operator == 'contains':
+            if rule.condition_value is None or entity_value is None:
+                return False
+            return str(rule.condition_value) in str(entity_value)
+        elif rule.condition_operator == 'greater_than':
+            if entity_value is None or rule.condition_value is None:
+                return False
+            return entity_value > rule.condition_value
+        elif rule.condition_operator == 'less_than':
+            if entity_value is None or rule.condition_value is None:
+                return False
+            return entity_value < rule.condition_value
+
+        return False
+
+    @classmethod
+    def _execute_action(cls, rule: WorkflowRule, entity: Model) -> None:
+        """Execute rule action.
+
+        Args:
+            rule: The workflow rule
+            entity: The entity to act upon
+        """
+        if rule.action_type == 'update_field':
+            # Update field on entity
+            field_name = rule.action_config.get('field_name')
+            new_value = rule.action_config.get('value')
+            if field_name:
+                setattr(entity, str(field_name), new_value)
+                entity.save()
+
+        elif rule.action_type == 'create_activity':
+            # Create a Note activity
+            note = Note(
+                activity_type=ActivityType.NOTE,
+                subject=rule.action_config.get('subject', f'Workflow: {rule.name}'),
+                description=rule.action_config.get('description', ''),
+                related_to_type=ActivityRelatedTo[rule.entity_type.upper()],
+                related_to_id=entity._object_id,
+                owner_email=entity.owner_email if hasattr(entity, 'owner_email') else '',
+                due_date=None,
+                completed_at=None,
+                is_completed=False,
+            )
+            note.save(force_insert=True)
+
+        elif rule.action_type == 'send_notification':
+            # TODO: Implement notification system
+            # Placeholder for future notification integration
+            pass
+
+    @classmethod
+    async def _aexecute_action(cls, rule: WorkflowRule, entity: Model) -> None:
+        """Execute rule action.
+
+        Args:
+            rule: The workflow rule
+            entity: The entity to act upon
+        """
+        if rule.action_type == 'update_field':
+            # Update field on entity
+            field_name = rule.action_config.get('field_name')
+            new_value = rule.action_config.get('value')
+            if field_name:
+                setattr(entity, str(field_name), new_value)
+                await entity.asave()
+
+        elif rule.action_type == 'create_activity':
+            # Create a Note activity
+            note = Note(
+                activity_type=ActivityType.NOTE,
+                subject=rule.action_config.get('subject', f'Workflow: {rule.name}'),
+                description=rule.action_config.get('description', ''),
+                related_to_type=ActivityRelatedTo[rule.entity_type.upper()],
+                related_to_id=entity._object_id,
+                owner_email=entity.owner_email if hasattr(entity, 'owner_email') else '',
+                due_date=None,
+                completed_at=None,
+                is_completed=False,
+            )
+            await note.asave(force_insert=True)
+
+        elif rule.action_type == 'send_notification':
+            # TODO: Implement notification system
+            # Placeholder for future notification integration
+            pass

amsdal_crm/settings.py

@@ -0,0 +1,26 @@
+"""CRM Settings."""
+
+from pydantic import Field
+from pydantic_settings import BaseSettings
+from pydantic_settings import SettingsConfigDict
+
+
+class CRMSettings(BaseSettings):
+    """Settings for the CRM module."""
+
+    model_config = SettingsConfigDict(env_prefix='AMSDAL_CRM_')
+
+    # Activity settings
+    DEFAULT_ACTIVITY_TIMELINE_LIMIT: int = Field(100, title='Default Activity Timeline Limit')
+
+    # Custom field settings
+    MAX_CUSTOM_FIELDS_PER_ENTITY: int = Field(50, title='Max Custom Fields Per Entity')
+
+    # Workflow settings
+    MAX_WORKFLOW_RULES_PER_ENTITY: int = Field(100, title='Max Workflow Rules Per Entity')
+
+    # Deal settings
+    DEFAULT_CURRENCY: str = Field('USD', title='Default Currency')
+
+
+crm_settings = CRMSettings()

amsdal_crm-0.1.0.dist-info/METADATA

@@ -0,0 +1,68 @@
+Metadata-Version: 2.4
+Name: amsdal_crm
+Version: 0.1.0
+Summary: amsdal-crm plugin for AMSDAL Framework
+Requires-Python: >=3.11
+Requires-Dist: aiohttp==3.12.15
+Requires-Dist: amsdal-cli>=0.5.7
+Requires-Dist: amsdal-data>=0.5.9
+Requires-Dist: amsdal-models>=0.5.9
+Requires-Dist: amsdal-utils>=0.5.4
+Requires-Dist: amsdal>=0.5.6
+Requires-Dist: mcp>=0.1
+Requires-Dist: openai==1.100.2
+Requires-Dist: pydantic-settings~=2.12
+Requires-Dist: pydantic~=2.12
+Requires-Dist: pymupdf>=1.24.10
+Description-Content-Type: text/markdown
+
+# amsdal-crm
+
+This plugin provides custom models, properties, transactions, and hooks for the AMSDAL Framework.
+
+## Plugin Structure
+
+- `src/models/` - Contains model definitions in Python format
+- `src/transactions/` - Contains transaction definitions
+- `pyproject.toml` - Plugin configuration file
+- `config.yml` - Configuration for connections
+
+## Installing this Plugin
+
+To use this plugin in an AMSDAL application:
+
+1. Copy the plugin directory to your AMSDAL application
+2. Import the models and transactions as needed
+3. Register the plugin in your application configuration
+
+## Development
+
+This plugin uses sync mode.
+
+### Adding Models
+
+```bash
+amsdal generate model ModelName --format py
+```
+
+### Adding Properties
+
+```bash
+amsdal generate property --model ModelName property_name
+```
+
+### Adding Transactions
+
+```bash
+amsdal generate transaction TransactionName
+```
+
+### Adding Hooks
+
+```bash
+amsdal generate hook --model ModelName on_create
+```
+
+## Testing
+
+Test your plugin by integrating it with an AMSDAL application and running the application's test suite.

amsdal_crm-0.1.0.dist-info/RECORD

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amsdal_crm-0.1.0.dist-info/WHEEL

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+Generator: hatchling 1.28.0
+Root-Is-Purelib: true
+Tag: py3-none-any