amsdal_crm 0.1.0__tar.gz

amsdal_crm-0.1.0/.amsdal/.environment

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+main

amsdal_crm-0.1.0/.amsdal-cli

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+{
+    "src_dir": "amsdal_crm",
+    "config_path": "./config.yml",
+    "http_port": 8080,
+    "check_model_exists": true,
+    "json_indent": 4,
+    "application_uuid": "a114e90e97aa544988f5d9e099b10173",
+    "application_name": "amsdal-crm",
+    "models_format": "py",
+    "is_plugin": true
+}

amsdal_crm-0.1.0/.github/workflows/ci.yml

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+name: CI
+
+on:
+  pull_request:
+
+jobs:
+  license-check:
+    name: License check
+    runs-on: self-hosted
+    steps:
+      - name: Reset permissions
+        run: |
+          sudo chown -R $(id -u):$(id -g) .
+      - uses: actions/checkout@v5
+
+      - name: Python install
+        uses: actions/setup-python@v6
+        with:
+          python-version: "3.11"
+      - name: License check
+        run: |
+          pip install toml
+          python license_check.py
+
+  test-lint:
+    name: Run tests and check style (Python ${{ matrix.python-version }}, ${{ matrix.database-backend }})
+    needs: [license-check]
+    runs-on: self-hosted
+    strategy:
+      max-parallel: 1
+      fail-fast: false
+      matrix:
+        python-version: ["3.11", "3.12"]
+        database-backend: ["sqlite", "postgres"]
+    services:
+      postgres:
+        image: pgvector/pgvector:pg16
+        env:
+          POSTGRES_USER: postgres
+          POSTGRES_PASSWORD: example
+          POSTGRES_DB: postgres
+        ports:
+          - 5432:5432
+        options: >-
+          --health-cmd pg_isready
+          --health-interval 10s
+          --health-timeout 5s
+          --health-retries 5
+    env:
+      PYTHON: ${{ matrix.python-version }}
+      DEPS: yes
+      _TYPER_FORCE_DISABLE_TERMINAL: true
+    steps:
+      - uses: actions/checkout@v5
+      - uses: szenius/set-timezone@v2.0
+        with:
+          timezoneLinux: "EEST"
+
+      - name: Set up python
+        uses: actions/setup-python@v6
+        with:
+          python-version: ${{ matrix.python-version }}
+
+      - name: Hatch and UV setup
+        run: |
+          pip install --upgrade uv hatch==1.14.2
+          hatch env prune
+          hatch env create
+          hatch run sync
+
+      - name: Run style checks
+        if: always() && matrix.database-backend == 'sqlite'
+        run: hatch run all
+
+      - name: Run tests
+        if: always()
+        run: hatch run cov tests/ -- --database_backend=${{ matrix.database-backend }}

amsdal_crm-0.1.0/.github/workflows/release.yml

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+name: CD
+
+on:
+  push:
+    tags:
+      - 'v*' # Push events to matching v*, i.e. v1.0, v20.15.10
+
+jobs:
+  license-check:
+    name: License check
+    runs-on: self-hosted
+    steps:
+      - uses: actions/checkout@v5
+
+      - name: Python install
+        uses: actions/setup-python@v6
+        with:
+          python-version: "3.11"
+      - name: License check
+        run: |
+          pip install toml
+          python license_check.py
+
+  build:
+    name: Build and compile
+    needs: [license-check]
+    runs-on: self-hosted
+    strategy:
+      fail-fast: false
+      matrix:
+        python-version: [ "3.10" ]
+    env:
+      PYTHON: ${{ matrix.python-version }}
+      DEPS: yes
+
+    steps:
+      - uses: actions/checkout@v5
+
+      - name: Set up python
+        uses: actions/setup-python@v6
+        with:
+          python-version: ${{ matrix.python-version }}
+
+      - name: Install hatch
+        run: |
+          python -m pip install --upgrade setuptools
+          python -m pip install hatch==1.14.2
+
+      - name: Build
+        run: hatch build
+
+      - name: Store the distribution packages
+        uses: actions/upload-artifact@v4
+        with:
+          name: python-package-distributions
+          path: dist/
+
+  publish:
+    name: Publish to PyPi
+    runs-on: self-hosted
+    needs: build
+    strategy:
+      fail-fast: false
+      matrix:
+        python-version: [ "3.10" ]
+    steps:
+      - name: Set up python
+        uses: actions/setup-python@v6
+        with:
+          python-version: ${{ matrix.python-version }}
+
+      - name: Download all the dists
+        uses: actions/download-artifact@v4
+        with:
+          name: python-package-distributions
+          path: dist/
+
+      - name: Branch info
+        id: branch_info
+        run: |
+          echo ::set-output name=SOURCE_TAG::${GITHUB_REF#refs/tags/}
+
+      - name: Install hatch
+        run: |
+          python -m pip install --upgrade setuptools
+          python -m pip install hatch==1.14.2
+
+      - name: Publish
+        run: |
+          hatch publish --user ${{ secrets.PYPI_USERNAME }} --auth ${{ secrets.PYPI_TOKEN }}
+
+      - name: Create Release
+        uses: softprops/action-gh-release@v2
+        with:
+          body_path: latest-changelogs.md
+          files: dist/*
+          name: ${{ steps.branch_info.outputs.SOURCE_TAG }}
+          draft: false
+          prerelease: false

amsdal_crm-0.1.0/.github/workflows/tag_check.yml

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+name: Tags Check
+
+on:
+  pull_request:
+    branches:
+      - main
+    types: [closed]
+
+
+jobs:
+  tags_check:
+    name: Tags Check
+    if: github.event.pull_request.merged == true && github.event.pull_request.base.ref == 'main' && startsWith(github.event.pull_request.head.ref, 'release/')
+    runs-on: self-hosted
+    steps:
+      - uses: actions/checkout@v5
+        with:
+          token: ${{ secrets.ACCESS_KEY }}
+
+      - name: Install jq
+        run: |
+          sudo apt-get update
+          sudo apt-get install -y jq
+
+      - name: Create tag
+        env:
+          GITHUB_TOKEN: ${{ secrets.ACCESS_KEY }}
+        run: |
+          bash ./scripts/tag_check.sh

amsdal_crm-0.1.0/.gitignore

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+.venv/
+venv/
+/warehouse
+.python-version
+
+__pycache__/
+*.py[cod]
+*.pyo
+*.pyd
+
+.pytest_cache/
+.coverage
+.coverage.*
+htmlcov/
+.mypy_cache/
+.ruff_cache/
+
+build/
+dist/
+*.egg-info/
+
+.vscode/
+.idea/
+*.code-workspace
+.DS_Store
+Thumbs.db
+
+.env
+.env.*
+!.env.example  
+
+
+/transactions/
+/migrations/
+/models/
+/fixtures/
+/static/
+.tmp

amsdal_crm-0.1.0/CLAUDE.md

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+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## Project Overview
+
+amsdal-crm is a CRM plugin for the AMSDAL Framework that provides CRM models similar to Salesforce ones. It supports both synchronous and asynchronous modes, with primary focus on async operations.
+
+## Development Commands
+
+### Environment Setup
+```bash
+# Install dependencies using hatch/uv
+pip install --upgrade uv hatch==1.14.2
+hatch env create
+hatch run sync
+```
+
+### Testing
+```bash
+# Run all tests with coverage
+hatch run cov
+
+# Run specific test file
+hatch run test tests/unit/models/test_activity.py
+
+# Run tests with pytest directly (after env setup)
+pytest tests/
+pytest tests/unit/models/  # Run unit tests for models
+
+```
+
+### Code Quality
+```bash
+# Run all checks (style + typing)
+hatch run all
+
+# Style checks only
+hatch run style
+
+# Format code (fix style issues)
+hatch run fmt
+
+# Type checking
+hatch run typing
+```
+
+### Dependency Management
+```bash
+# Sync dependencies
+hatch run sync
+
+# Update lock file
+hatch run lock
+
+# Upgrade all dependencies
+hatch run lock-upgrade
+```
+
+### AMSDAL CLI Commands
+```bash
+# Generate new model
+amsdal generate model ModelName --format py
+
+# Generate property for model
+amsdal generate property --model ModelName property_name
+
+# Generate transaction
+amsdal generate transaction TransactionName
+
+# Generate hook
+amsdal generate hook --model ModelName on_create
+```
+
+## Architecture
+
+## Code Style
+
+- Python 3.11+ required
+- Uses Ruff for linting and formatting with 120-char line length
+- Single quotes enforced (`quote-style = "single"`)
+- Import ordering: force-single-line with order-by-type
+- Type checking via mypy with strict settings (disallow_any_generics, check_untyped_defs)
+- Excludes migrations directory from linting
+
+## Testing
+
+- Uses pytest with pytest-asyncio for async tests
+- Test fixtures in `tests/conftest.py` provide mocked OpenAI clients
+- Coverage tracking with coverage.py
+
+## CI/CD
+
+The project uses self-hosted runners with two jobs:
+1. **license-check**: Validates third-party licenses using `license_check.py`
+2. **test-lint**: Runs on Python 3.11 and 3.12, executes `hatch run all` (style+typing) and `hatch run cov`
+
+## Key Patterns
+
+1. **Async-First**: Most components prioritize async methods; sync methods often raise NotImplementedError
+2. **Abstract Base Classes**: Heavy use of ABCs to define interfaces for models, retrievers, ingesters, and agents
+3. **Configuration via Pydantic**: Settings loaded from environment with type validation
+4. **AMSDAL Integration**: Uses AMSDAL's model system, manager, and connection framework
+5. **Chunking Strategy**: Text split into chunks with metadata preservation for better embedding quality
+6. **Tag-Based Filtering**: Embeddings tagged for fine-grained retrieval control

amsdal_crm-0.1.0/PKG-INFO

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+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/README.md

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+# 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/RELEASE.md

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+# Release Guide
+
+Follow these steps each time you release a new version of `amsdal-crm`.
+
+---
+
+## Step 0: Check Working Directory
+
+Before starting, ensure you have a clean working directory:
+
+```bash
+git status
+```
+
+**If you have uncommitted changes:**
+1. Review the changes: `git diff`
+2. Decide what to do:
+   - **Commit them now** if they should be part of this release:
+     ```bash
+     git add .
+     git commit -m "Your commit message"
+     git push origin main
+     ```
+   - **Stash them** if they're unrelated to this release:
+     ```bash
+     git stash
+     # After release, restore with: git stash pop
+     ```
+   - **Discard them** if they're not needed:
+     ```bash
+     git restore .  # Be careful - this cannot be undone!
+     ```
+
+---
+
+## Step 1: Update Version Number
+
+Edit `amsdal_crm/__about__.py`:
+
+```python
+__version__ = '0.1.4'  # Change to your new version
+```
+
+**Version format**: `MAJOR.MINOR.PATCH`
+- PATCH: Bug fixes (e.g., `0.1.3` → `0.1.4`)
+- MINOR: New features (e.g., `0.1.4` → `0.2.0`)
+- MAJOR: Breaking changes (e.g., `0.2.0` → `1.0.0`)
+
+---
+
+## Step 2: Update Changelogs
+
+### 2a. Update `latest-changelogs.md`
+
+Replace entire content with your new release notes:
+
+```markdown
+## [v0.1.4](https://pypi.org/project/amsdal_ml/0.1.4/) - 2025-10-15
+
+### Description of changes
+
+- First change
+- Second change
+- Third change
+```
+
+### 2b. Update `change-logs.md`
+
+Prepend the same content to the top of the file (keep existing entries below).
+
+---
+
+## Step 3: Run Quality Checks
+
+```bash
+hatch run all
+hatch run cov
+```
+
+All checks must pass before continuing.
+
+---
+
+## Step 4: Create Release Branch
+
+```bash
+git checkout -b release/v0.1.4
+```
+
+---
+
+## Step 5: Commit and Push
+
+```bash
+git add amsdal_crm/__about__.py latest-changelogs.md change-logs.md
+git commit -m "Release v0.1.4"
+git push origin release/v0.1.4
+```
+
+---
+
+## Step 6: Create Pull Request
+
+1. Go to: https://github.com/amsdal/amsdal_crm/pulls
+2. Click "New pull request"
+3. Set base: `main` ← compare: `release/v0.1.4`
+4. Title: `Release v0.1.4`
+5. Add description with changelog content
+6. Create and merge the PR
+
+---
+
+## Step 7: Checkout Main and Pull
+
+```bash
+git checkout main
+git pull origin main
+```
+
+---
+
+## Step 8: Create and Push Tag
+
+```bash
+git tag -a v0.1.4 -m "Release v0.1.4"
+git push origin v0.1.4
+```
+
+**Important**: Tag must start with `v` (e.g., `v0.1.4`)
+
+---
+
+## Step 9: Monitor CI/CD
+
+Go to: https://github.com/amsdal/amsdal_crm/actions
+
+Wait for all jobs to complete:
+1. ✅ License check
+2. ✅ Build
+3. ✅ Publish to PyPI
+4. ✅ Create GitHub release
+
+---
+
+## Step 10: Verify Release
+
+### Check PyPI
+https://pypi.org/project/amsdal_crm/
+
+### Check GitHub Releases
+https://github.com/amsdal/amsdal_crm/releases
+
+### Test Installation
+```bash
+pip install --upgrade amsdal-crm
+python -c "import amsdal_ml; print(amsdal_crm.__version__)"
+```
+
+---
+
+## Done! ✅
+
+---
+
+## Troubleshooting
+
+**If CI fails:**
+1. Check logs at https://github.com/amsdal/amsdal_crm/actions
+2. Fix the issue
+3. Delete and recreate the tag:
+   ```bash
+   git tag -d v0.1.4
+   git push origin :refs/tags/v0.1.4
+   git tag -a v0.1.4 -m "Release v0.1.4"
+   git push origin v0.1.4
+   ```
+
+**If you need to rollback:**
+- Release a new patch version with the fix (recommended)
+- Or yank the release from PyPI using `twine`

amsdal_crm-0.1.0/amsdal_crm/__about__.py

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+__version__ = '0.1.0'

amsdal_crm-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-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)