amsdal_crm 0.1.9__py3-none-any.whl → 0.2.0__py3-none-any.whl

amsdal_crm/services/workflow_service.py

@@ -20,7 +20,7 @@ class WorkflowService:
         Called from lifecycle hooks (post_create, post_update, post_delete).
 
         Args:
-            entity_type: Type of entity (Contact, Account, Deal, Activity)
+            entity_type: Type of entity (Entity, Deal, Activity)
             trigger_event: Event that triggered the rule (create, update, delete)
             entity: The entity instance
         """
@@ -48,7 +48,7 @@ class WorkflowService:
         Called from lifecycle hooks (post_create, post_update, post_delete).
 
         Args:
-            entity_type: Type of entity (Contact, Account, Deal, Activity)
+            entity_type: Type of entity (Entity, Deal, Activity)
             trigger_event: Event that triggered the rule (create, update, delete)
             entity: The entity instance
         """
@@ -128,7 +128,7 @@ class WorkflowService:
                 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 '',
+                assigned_to=entity.assigned_to if hasattr(entity, 'assigned_to') else None,
                 due_date=None,
                 completed_at=None,
                 is_completed=False,
@@ -164,7 +164,7 @@ class WorkflowService:
                 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 '',
+                assigned_to=entity.assigned_to if hasattr(entity, 'assigned_to') else None,
                 due_date=None,
                 completed_at=None,
                 is_completed=False,

{amsdal_crm-0.1.9.dist-info → amsdal_crm-0.2.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: amsdal_crm
-Version: 0.1.9
+Version: 0.2.0
 Summary: amsdal-crm plugin for AMSDAL Framework
 Requires-Python: >=3.11
 Requires-Dist: aiohttp==3.12.15

amsdal_crm-0.2.0.dist-info/RECORD

@@ -0,0 +1,31 @@
+amsdal_crm/Third-Party Materials - AMSDAL Dependencies - License Notices.md,sha256=ML7PqsHrTMNNZn8E_rA-LzDCAafMSxMcrmSg8YOi-wo,113896
+amsdal_crm/__about__.py,sha256=FVHPBGkfhbQDi_z3v0PiKJrXXqXOx0vGW_1VaqNJi7U,22
+amsdal_crm/__init__.py,sha256=b4wxJYesA5Ctk1IrAvlw64i_0EU3SiK1Tw6sUYakd18,303
+amsdal_crm/app.py,sha256=JLvueh_2KURQLDWMQlq4Z6gAFsqBDTRf6pK095ehp14,1373
+amsdal_crm/constants.py,sha256=5Ga7q9zEKcQZnAoKv_SE_7w8WxvhPFkM9gY9NruOEaA,347
+amsdal_crm/errors.py,sha256=vLANHcfz5YHO1O_gb4LaCK3KrQI2yi_BJjKg-7HdF68,515
+amsdal_crm/settings.py,sha256=YbwDeiKaahqipGoBGkMRzYKGk8flt7IrkmMTLDyC9OQ,751
+amsdal_crm/fixtures/__init__.py,sha256=1tDNXZhcbZBd4tX3lTKKlom1NUg1TX2aa2IbymWO9f0,20
+amsdal_crm/fixtures/permissions.py,sha256=TQEY_zX60GSudSZqmonaYqWCaod6oBsQw1NQPuXIQto,894
+amsdal_crm/fixtures/pipelines.py,sha256=ZCLmgrA700Sl7Oy7l4IQ8FbIbC1378OkcJTrZe5701o,2064
+amsdal_crm/lifecycle/__init__.py,sha256=B8nw19lEIr7U15Lnu6jh7yzZwF9LWWh4-p3X63sAicQ,31
+amsdal_crm/lifecycle/consumer.py,sha256=owS9kXKPs3Lzy7RiN_jI6hHEO6c90Tf-DT6aNqQ3uj4,8893
+amsdal_crm/migrations/0000_initial.py,sha256=4V7_TeFUwvTRyLMm9QFHyuab-kiMuOlQZCA3hkO_YLg,51543
+amsdal_crm/models/__init__.py,sha256=3c-gqBkw2PXg4rp_wH2EN6viRu7Ff926Etn_BkQa5RU,18
+amsdal_crm/models/activity.py,sha256=Hwy_Z_zhk96yopTcm4vU4-SZbPg152r7N9er96Jkdho,4732
+amsdal_crm/models/attachment.py,sha256=B-6IuPrF6-VDnsFz_Q4UCh09YcFMs4o4zyT4VpvLe3U,1513
+amsdal_crm/models/custom_field_definition.py,sha256=0IIWcetZ0vXT8lPRGahyt7phoNKuCq2MQO6C8wEGk4Q,1749
+amsdal_crm/models/deal.py,sha256=xmJOCE_fvY6asnOp2_eeWLW3clSiS-MoV9Bm-1gtEF0,6583
+amsdal_crm/models/entity.py,sha256=YH7qhoAndTYzo-x7faZkqgYpoHmXzUk0seORRngK3ww,12568
+amsdal_crm/models/pipeline.py,sha256=DXJh5MbCCRctEHhDfxef5RxFWSKN0D4v6UK75q5ssL8,925
+amsdal_crm/models/stage.py,sha256=57rhfA4Oib8DKjDifWQe3EFxh-Auww3_PgOPfj4-L0E,1666
+amsdal_crm/models/workflow_rule.py,sha256=g-vAdJHKyA1PsiB3vPhd474Uvq94USHz35W1c5XyrAQ,1535
+amsdal_crm/services/__init__.py,sha256=ngHA-MUPrsHvga8vFP61b8v7rrAWl-h1VZTjhlJCXkI,465
+amsdal_crm/services/activity_service.py,sha256=3iuEmaSicwm81rouLPum5VaWW0bAMnNWNPRCHkNhewU,1873
+amsdal_crm/services/custom_field_service.py,sha256=r2dr2gijTbi9r56XV64bSArx0jTGwcjTlIdxzWb0ZCM,5170
+amsdal_crm/services/deal_service.py,sha256=PTxCQy6YqMyrtL4sRhyCU09V6OemrmZ405sQk-eBUlA,4803
+amsdal_crm/services/email_service.py,sha256=L9o-WaOET0tjo9g-zzC8GGCtfDZVheziHM_ob10jO2M,3518
+amsdal_crm/services/workflow_service.py,sha256=7m_vbk9FL_FCy9KS9LM4ueztO9ZsLwbvubdo9NA345g,7020
+amsdal_crm-0.2.0.dist-info/METADATA,sha256=tfgcmbT3KQyuqgaSldO2AYeRb8nhFDuISTFtHE0k7kA,1596
+amsdal_crm-0.2.0.dist-info/WHEEL,sha256=WLgqFyCfm_KASv4WHyYy0P3pM_m7J5L9k2skdKLirC8,87
+amsdal_crm-0.2.0.dist-info/RECORD,,

amsdal_crm/models/account.py

@@ -1,127 +0,0 @@
-"""Account Model."""
-
-from typing import Any
-from typing import ClassVar
-
-from amsdal.contrib.auth.models.user import User
-from amsdal.models.mixins import TimestampMixin
-from amsdal_models.classes.data_models.constraints import UniqueConstraint
-from amsdal_models.classes.data_models.indexes import IndexInfo
-from amsdal_models.classes.model import Model
-from amsdal_utils.models.enums import ModuleType
-from pydantic.fields import Field
-
-
-class Account(TimestampMixin, Model):
-    """Account (Company/Organization) model.
-
-    Represents a company or organization in the CRM system.
-    Owned by individual users with permission controls.
-    """
-
-    __module_type__: ClassVar[ModuleType] = ModuleType.CONTRIB
-    __constraints__: ClassVar[list[UniqueConstraint]] = [
-        UniqueConstraint(name='unq_account_name_owner', fields=['name', 'owner_email'])
-    ]
-    __indexes__: ClassVar[list[IndexInfo]] = [
-        IndexInfo(name='idx_account_owner_email', field='owner_email'),
-        IndexInfo(name='idx_account_created_at', field='created_at'),
-    ]
-
-    # Core fields
-    name: str = Field(title='Account Name')
-    website: str | None = Field(default=None, title='Website')
-    phone: str | None = Field(default=None, title='Phone')
-    industry: str | None = Field(default=None, title='Industry')
-
-    # Address fields
-    billing_street: str | None = Field(default=None, title='Billing Street')
-    billing_city: str | None = Field(default=None, title='Billing City')
-    billing_state: str | None = Field(default=None, title='Billing State')
-    billing_postal_code: str | None = Field(default=None, title='Billing Postal Code')
-    billing_country: str | None = Field(default=None, title='Billing Country')
-
-    # Ownership
-    owner_email: str = Field(title='Owner Email')
-
-    # Custom fields (JSON)
-    custom_fields: dict[str, Any] | None = Field(default=None, title='Custom Fields')
-
-    @property
-    def display_name(self) -> str:
-        """Return display name for the account."""
-        return self.name
-
-    def has_object_permission(self, user: 'User', action: str) -> bool:
-        """Check if user has permission to perform action on this account.
-
-        Args:
-            user: The user attempting the action
-            action: The action being attempted (read, create, update, delete)
-
-        Returns:
-            True if user has permission, False otherwise
-        """
-        # Owner has all permissions
-        if self.owner_email == user.email:
-            return True
-
-        # Check admin permissions
-        if user.permissions:
-            for permission in user.permissions:
-                if permission.model == '*' and permission.action in ('*', action):
-                    return True
-                if permission.model == 'Account' and permission.action in ('*', action):
-                    return True
-
-        return False
-
-    def pre_create(self) -> None:
-        """Hook called before creating account."""
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = CustomFieldService.validate_custom_fields('Account', self.custom_fields)
-        super().pre_create()
-
-    async def apre_create(self) -> None:
-        """Async hook called before creating account."""
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = await CustomFieldService.avalidate_custom_fields('Account', self.custom_fields)
-        await super().apre_create()
-
-    def pre_update(self) -> None:
-        """Hook called before updating account."""
-        # Validate custom fields first
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = CustomFieldService.validate_custom_fields('Account', self.custom_fields)
-
-        # Call parent to handle timestamps
-        super().pre_update()
-
-    async def apre_update(self) -> None:
-        """Async hook called before updating account."""
-        # Validate custom fields first
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = await CustomFieldService.avalidate_custom_fields('Account', self.custom_fields)
-
-        # Call parent to handle timestamps
-        await super().apre_update()
-
-    def post_update(self) -> None:
-        """Hook called after updating account."""
-        from amsdal_crm.services.workflow_service import WorkflowService
-
-        WorkflowService.execute_rules('Account', 'update', self)
-
-    async def apost_update(self) -> None:
-        """Async hook called after updating account."""
-        from amsdal_crm.services.workflow_service import WorkflowService
-
-        await WorkflowService.aexecute_rules('Account', 'update', self)

amsdal_crm/models/contact.py

@@ -1,132 +0,0 @@
-"""Contact Model."""
-
-from typing import Any
-from typing import ClassVar
-from typing import Optional
-
-from amsdal.contrib.auth.models.user import User
-from amsdal.models.mixins import TimestampMixin
-from amsdal_models.classes.data_models.constraints import UniqueConstraint
-from amsdal_models.classes.data_models.indexes import IndexInfo
-from amsdal_models.classes.model import Model
-from amsdal_utils.models.enums import ModuleType
-from pydantic.fields import Field
-
-
-class Contact(TimestampMixin, Model):
-    """Contact (Person) model.
-
-    Represents a person in the CRM system, optionally linked to an Account.
-    Owned by individual users with permission controls.
-    """
-
-    __module_type__: ClassVar[ModuleType] = ModuleType.CONTRIB
-    __constraints__: ClassVar[list[UniqueConstraint]] = [UniqueConstraint(name='unq_contact_email', fields=['email'])]
-    __indexes__: ClassVar[list[IndexInfo]] = [
-        IndexInfo(name='idx_contact_owner_email', field='owner_email'),
-        IndexInfo(name='idx_contact_created_at', field='created_at'),
-    ]
-
-    # Core fields
-    first_name: str = Field(title='First Name')
-    last_name: str = Field(title='Last Name')
-    email: str = Field(title='Email')
-    phone: str | None = Field(default=None, title='Phone Number')
-    mobile: str | None = Field(default=None, title='Mobile Number')
-    title: str | None = Field(default=None, title='Job Title')
-
-    # Relationships
-    account: Optional['Account'] = Field(default=None, title='Account')
-    owner_email: str = Field(title='Owner Email')
-
-    # Custom fields (JSON)
-    custom_fields: dict[str, Any] | None = Field(default=None, title='Custom Fields')
-
-    @property
-    def display_name(self) -> str:
-        """Return display name for the contact."""
-        return f'{self.first_name} {self.last_name}'
-
-    @property
-    def full_name(self) -> str:
-        """Return full name of the contact."""
-        return f'{self.first_name} {self.last_name}'
-
-    def has_object_permission(self, user: 'User', action: str) -> bool:
-        """Check if user has permission to perform action on this contact.
-
-        Args:
-            user: The user attempting the action
-            action: The action being attempted (read, create, update, delete)
-
-        Returns:
-            True if user has permission, False otherwise
-        """
-        # Owner has all permissions
-        if self.owner_email == user.email:
-            return True
-
-        # Check admin permissions
-        if user.permissions:
-            for permission in user.permissions:
-                if permission.model == '*' and permission.action in ('*', action):
-                    return True
-                if permission.model == 'Contact' and permission.action in ('*', action):
-                    return True
-
-        return False
-
-    def pre_create(self) -> None:
-        """Hook called before creating contact."""
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = CustomFieldService.validate_custom_fields('Contact', self.custom_fields)
-        super().pre_create()
-
-    async def apre_create(self) -> None:
-        """Async hook called before creating contact."""
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = await CustomFieldService.avalidate_custom_fields('Contact', self.custom_fields)
-        await super().apre_create()
-
-    def pre_update(self) -> None:
-        """Hook called before updating contact."""
-        # Validate custom fields first
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = CustomFieldService.validate_custom_fields('Contact', self.custom_fields)
-
-        # Call parent to handle timestamps
-        super().pre_update()
-
-    async def apre_update(self) -> None:
-        """Async hook called before updating contact."""
-        # Validate custom fields first
-        if self.custom_fields:
-            from amsdal_crm.services.custom_field_service import CustomFieldService
-
-            self.custom_fields = await CustomFieldService.avalidate_custom_fields('Contact', self.custom_fields)
-
-        # Call parent to handle timestamps
-        await super().apre_update()
-
-    def post_update(self) -> None:
-        """Hook called after updating contact."""
-        from amsdal_crm.services.workflow_service import WorkflowService
-
-        WorkflowService.execute_rules('Contact', 'update', self)
-
-    async def apost_update(self) -> None:
-        """Async hook called after updating contact."""
-        from amsdal_crm.services.workflow_service import WorkflowService
-
-        await WorkflowService.aexecute_rules('Contact', 'update', self)
-
-
-from amsdal_crm.models.account import Account
-
-Contact.model_rebuild()

amsdal_crm-0.1.9.dist-info/RECORD

@@ -1,32 +0,0 @@
-amsdal_crm/Third-Party Materials - AMSDAL Dependencies - License Notices.md,sha256=ML7PqsHrTMNNZn8E_rA-LzDCAafMSxMcrmSg8YOi-wo,113896
-amsdal_crm/__about__.py,sha256=2uYVJ4eLF8kKOzfX6k2Go3u7xIwcGSuemAueAoXn-5o,22
-amsdal_crm/__init__.py,sha256=b4wxJYesA5Ctk1IrAvlw64i_0EU3SiK1Tw6sUYakd18,303
-amsdal_crm/app.py,sha256=JLvueh_2KURQLDWMQlq4Z6gAFsqBDTRf6pK095ehp14,1373
-amsdal_crm/constants.py,sha256=5Ga7q9zEKcQZnAoKv_SE_7w8WxvhPFkM9gY9NruOEaA,347
-amsdal_crm/errors.py,sha256=vLANHcfz5YHO1O_gb4LaCK3KrQI2yi_BJjKg-7HdF68,515
-amsdal_crm/settings.py,sha256=YbwDeiKaahqipGoBGkMRzYKGk8flt7IrkmMTLDyC9OQ,751
-amsdal_crm/fixtures/__init__.py,sha256=1tDNXZhcbZBd4tX3lTKKlom1NUg1TX2aa2IbymWO9f0,20
-amsdal_crm/fixtures/permissions.py,sha256=cYA-gWkKQdoN79GymQVHtT0GyFXMzaskwp13Ietp9wE,1107
-amsdal_crm/fixtures/pipelines.py,sha256=ZCLmgrA700Sl7Oy7l4IQ8FbIbC1378OkcJTrZe5701o,2064
-amsdal_crm/lifecycle/__init__.py,sha256=B8nw19lEIr7U15Lnu6jh7yzZwF9LWWh4-p3X63sAicQ,31
-amsdal_crm/lifecycle/consumer.py,sha256=NhfFsbQeQUfCb9Mz-YBRZjKHL-annAqHt6Gc9b-I9_g,8824
-amsdal_crm/migrations/0000_initial.py,sha256=6IWS1zmS44F9wLWXnUPdWC-ga7pLSZ7b2dSOMcM1tcQ,56862
-amsdal_crm/models/__init__.py,sha256=DSuGeLKPNL_EUGohWtrH6Eof6Nk--dHyZpfqbGWmYIY,1350
-amsdal_crm/models/account.py,sha256=prb8Tl0nYyObTeql1fLX1cVRszauzPRSN7xv-H26hRg,4918
-amsdal_crm/models/activity.py,sha256=UtO1--oSPfrQCfQwWfIlEkjdXuaRG9znesPrGe1JqGM,4775
-amsdal_crm/models/attachment.py,sha256=CzS8sUMw0_8T_a4Ey6uzrSdEc12Fki5FbrFRXrsTExk,1525
-amsdal_crm/models/contact.py,sha256=xOTl8zUIEm2_Tk-CQxGAjzR_iuLA7Q_aKmJZAMXZ1F0,4924
-amsdal_crm/models/custom_field_definition.py,sha256=Z0k_QR6rZ1hWkg4Wn-w8Rn9GSIgpOg_moUYRsmRPZQI,1666
-amsdal_crm/models/deal.py,sha256=kFh6vrdu5NSXT21jwKkqYdP9SYhbncOJbgJB2udwkGE,6471
-amsdal_crm/models/pipeline.py,sha256=DXJh5MbCCRctEHhDfxef5RxFWSKN0D4v6UK75q5ssL8,925
-amsdal_crm/models/stage.py,sha256=LWG0Kr58srfqCrxjzRlrJogxpWbKvBOvkiHPbxVElbM,1612
-amsdal_crm/models/workflow_rule.py,sha256=cnIEaX-hWcRYvN5gR4uPt7Cirr8sPPdJibZapD8VRpY,1547
-amsdal_crm/services/__init__.py,sha256=ngHA-MUPrsHvga8vFP61b8v7rrAWl-h1VZTjhlJCXkI,465
-amsdal_crm/services/activity_service.py,sha256=3iuEmaSicwm81rouLPum5VaWW0bAMnNWNPRCHkNhewU,1873
-amsdal_crm/services/custom_field_service.py,sha256=r2dr2gijTbi9r56XV64bSArx0jTGwcjTlIdxzWb0ZCM,5170
-amsdal_crm/services/deal_service.py,sha256=ZF7cAc6r10xgXZ8D8Oy3hnE-6GgAXq8fuG_Y4QerRGw,4839
-amsdal_crm/services/email_service.py,sha256=kung83otZAzm5MjezbWFP_Bp9CJ2NXLlDdjMX9MvNIc,3788
-amsdal_crm/services/workflow_service.py,sha256=oKOFJrwnMZxAiHuScs63tZxL801z-6ryrUuPMC7OXlE,7036
-amsdal_crm-0.1.9.dist-info/METADATA,sha256=LqJtmAKjQewvDtkQ0KZifTdoYw49kdQozF-G7gYTL7k,1596
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-amsdal_crm-0.1.9.dist-info/RECORD,,