letschatty 0.4.342__py3-none-any.whl → 0.4.344__py3-none-any.whl

letschatty/models/chat/client.py

@@ -5,7 +5,6 @@ from ..utils.types.identifier import StrObjectId
 from .quality_scoring import QualityScore
 from .highlight import Highlight
 from ..company.assets.chat_assets import AssignedAssetToChat, SaleAssignedToChat, ContactPointAssignedToChat
-from ..company.CRM.funnel import ClientFunnel
 from ..utils.types.serializer_type import SerializerType
 
 class Client(CompanyAssetModel):
@@ -23,7 +22,6 @@ class Client(CompanyAssetModel):
     contact_points: List[ContactPointAssignedToChat] = Field(default=list())
     business_area: Optional[StrObjectId] = Field(default=None, description="It's a business related area, that works as a queue for the chats")
     external_id: Optional[str] = Field(default=None)
-    funnels : List[ClientFunnel] = Field(default=list())
     exclude_fields = {
         SerializerType.FRONTEND: {"products", "tags", "sales", "contact_points", "highlights"}
     }

letschatty/models/chat/continuous_conversation.py

@@ -30,7 +30,7 @@ class ContinuousConversation(ChattyAssetModel):
     template_message_waid: Optional[str] = None
     status: Optional[ContinuousConversationStatus] = Field(default=ContinuousConversationStatus.CREATED)
     active: bool = Field(default=True)
-    expires_at: datetime = Field(default=datetime.now(ZoneInfo("UTC")) + timedelta(days=10))
+    expires_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")) + timedelta(days=10))
     messages: List[MessageDraft]
     creator_id: StrObjectId
     forced_send: bool = Field(default=False)

letschatty/models/company/CRM/funnel.py

@@ -1,69 +1,401 @@
-from ...base_models import CompanyAssetModel
-from typing import List
+from ...base_models import CompanyAssetModel, ChattyAssetPreview, ChattyAssetModel
+from typing import List, Optional, ClassVar, Any
 from ...utils.types.identifier import StrObjectId
-from pydantic import BaseModel, Field
+from pydantic import BaseModel, Field, ConfigDict
 from enum import StrEnum
 from datetime import datetime
-from typing import Optional
 from zoneinfo import ZoneInfo
 from ...utils.types.executor_types import ExecutorType
+from ..assets.automation import Automation
+
+
+# ============================================================================
+# Enums
+# ============================================================================
 
 class FunnelStatus(StrEnum):
+    """Status of a chat within a funnel"""
     IN_PROGRESS = "in_progress"
     COMPLETED = "completed"
     ABANDONED = "abandoned"
 
+
+class FunnelMemberRole(StrEnum):
+    """Role of a user within a funnel"""
+    ADMIN = "admin"      # Full control over funnel settings, stages, and members
+    EDITOR = "editor"    # Can move chats between stages, view all chats
+    VIEWER = "viewer"    # Read-only access to funnel and chats
+
+
+# ============================================================================
+# Embedded Models (BaseModel)
+# ============================================================================
+
 class StageTransition(BaseModel):
-    from_stage_id: Optional[StrObjectId] = None
-    to_stage_id: StrObjectId
-    transitioned_at: datetime = Field(default=datetime.now(ZoneInfo("UTC")))
-    executor_type: ExecutorType
-    executor_id: StrObjectId
-    time_in_previous_stage_seconds: Optional[int] = None
-
-class ClientFunnel(CompanyAssetModel):
+    """
+    Record of a chat transitioning between stages within a funnel.
+    Tracks the transition details and time spent in the previous stage.
+    """
+    from_stage_id: Optional[StrObjectId] = Field(
+        default=None, 
+        description="The stage the chat came from (None if entering funnel)"
+    )
+    to_stage_id: StrObjectId = Field(description="The stage the chat moved to")
+    transitioned_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")))
+    executor_type: ExecutorType = Field(description="Type of executor that triggered the transition")
+    executor_id: StrObjectId = Field(description="ID of the executor that triggered the transition")
+    time_in_previous_stage_seconds: Optional[int] = Field(
+        default=None, 
+        description="Time spent in the previous stage before this transition"
+    )
+    from_stage_order: Optional[int] = Field(
+        default=None,
+        description="Order of the from_stage at transition time (for detecting regressions)"
+    )
+    to_stage_order: Optional[int] = Field(
+        default=None,
+        description="Order of the to_stage at transition time"
+    )
+
+    @property
+    def is_regression(self) -> bool:
+        """Check if this transition moved backwards in the funnel"""
+        if self.from_stage_order is None or self.to_stage_order is None:
+            return False
+        return self.to_stage_order < self.from_stage_order
+
+    @property
+    def is_entry(self) -> bool:
+        """Check if this is an entry transition (no previous stage)"""
+        return self.from_stage_id is None
+
+
+class ActiveFunnel(BaseModel):
+    """
+    Lightweight funnel state embedded in Chat for fast filtering and display.
+    
+    The full history (stage_transitions, time metrics) is stored in the
+    separate chat_funnels collection via ChatFunnel.
+    """
+    chat_funnel_id: StrObjectId = Field(
+        description="Reference to the full ChatFunnel document in chat_funnels collection"
+    )
+    funnel_id: StrObjectId = Field(description="The funnel the chat is in")
+    funnel_name: str = Field(description="Denormalized funnel name for display")
+    current_stage_id: StrObjectId = Field(description="Current stage ID")
+    current_stage_name: str = Field(description="Denormalized stage name for display")
+    entered_current_stage_at: datetime = Field(
+        default_factory=lambda: datetime.now(ZoneInfo("UTC")),
+        description="When the chat entered the current stage"
+    )
+
+    @property
+    def time_in_current_stage_seconds(self) -> int:
+        """Calculate time spent in the current stage"""
+        return int((datetime.now(tz=ZoneInfo("UTC")) - self.entered_current_stage_at).total_seconds())
+
+    def update_stage(self, stage_id: StrObjectId, stage_name: str) -> None:
+        """Update the current stage (called when transitioning)"""
+        self.current_stage_id = stage_id
+        self.current_stage_name = stage_name
+        self.entered_current_stage_at = datetime.now(tz=ZoneInfo("UTC"))
+
+
+# ============================================================================
+# Preview Classes - For efficient listing
+# ============================================================================
+
+class FunnelPreview(ChattyAssetPreview):
+    """Preview of a Funnel for listing without full data"""
+    is_active: bool = Field(default=True)
+    
+    @classmethod
+    def get_projection(cls) -> dict[str, Any]:
+        base = super().get_projection()
+        base["is_active"] = 1
+        return base
+
+    @classmethod
+    def from_asset(cls, asset: 'Funnel') -> 'FunnelPreview':
+        return cls(
+            _id=asset.id,
+            name=asset.name,
+            company_id=asset.company_id,
+            created_at=asset.created_at,
+            deleted_at=asset.deleted_at,
+            is_active=asset.is_active
+        )
+
+
+class FunnelStagePreview(ChattyAssetPreview):
+    """Preview of a FunnelStage for listing"""
     funnel_id: StrObjectId
-    status: FunnelStatus
-    started_at: datetime = Field(default=datetime.now(ZoneInfo("UTC")))
-    completed_at: Optional[datetime] = None
-    abandoned_at: Optional[datetime] = None
-    current_stage_id: Optional[StrObjectId] = None
-    entered_current_stage_at: datetime
-    stage_transitions: List[StageTransition] = Field(default_factory=list)
+    color: str
+    order: int
+    is_exit_stage: bool = Field(default=False)
+
+    @classmethod
+    def get_projection(cls) -> dict[str, Any]:
+        base = super().get_projection()
+        base.update({
+            "funnel_id": 1,
+            "color": 1,
+            "order": 1,
+            "is_exit_stage": 1
+        })
+        return base
+
+    @classmethod
+    def from_asset(cls, asset: 'FunnelStage') -> 'FunnelStagePreview':
+        return cls(
+            _id=asset.id,
+            name=asset.name,
+            company_id=asset.company_id,
+            created_at=asset.created_at,
+            deleted_at=asset.deleted_at,
+            funnel_id=asset.funnel_id,
+            color=asset.color,
+            order=asset.order,
+            is_exit_stage=asset.is_exit_stage
+        )
+
+
+# ============================================================================
+# Company Assets (CompanyAssetModel) - Stored in separate collections
+# ============================================================================
+
+class Funnel(CompanyAssetModel):
+    """
+    A funnel represents a pipeline/process for managing chats (e.g., sales funnel, support pipeline).
+    Companies can create multiple funnels to organize their chat workflows.
+    """
+    name: str = Field(description="Name of the funnel")
+    description: Optional[str] = Field(default=None, description="Description of the funnel's purpose")
+    created_by: StrObjectId = Field(description="User ID who created the funnel")
+    is_active: bool = Field(default=True, description="Whether the funnel is active or archived")
+
+    preview_class: ClassVar[type[FunnelPreview]] = FunnelPreview
+
+    model_config = ConfigDict(
+        validate_by_name=True,
+        validate_by_alias=True
+    )
+
+
+class FunnelStage(CompanyAssetModel):
+    """
+    A stage within a funnel. Stages are ordered and can have automations
+    that execute when a chat enters the stage.
+    """
+    funnel_id: StrObjectId = Field(frozen=True, description="The funnel this stage belongs to")
+    name: str = Field(description="Name of the stage")
+    description: Optional[str] = Field(default=None, description="Description of the stage")
+    color: str = Field(default="#808080", description="Hex color for the stage (e.g., '#FFAA00')")
+    order: int = Field(ge=0, description="Position of the stage in the funnel (0-indexed)")
+    inflexion_conversion_point: bool = Field(
+        default=False, 
+        description="If true, prioritized for chat assignment and sends notifications in automatic mode"
+    )
+    is_exit_stage: bool = Field(
+        default=False,
+        description="If true, moving to this stage completes the funnel for the chat"
+    )
+    automations: Automation = Field(
+        default_factory=Automation,
+        description="Automations to execute when a chat enters this stage"
+    )
+
+    preview_class: ClassVar[type[FunnelStagePreview]] = FunnelStagePreview
+
+    model_config = ConfigDict(
+        validate_by_name=True,
+        validate_by_alias=True
+    )
+
+
+class FunnelMember(CompanyAssetModel):
+    """
+    A user's membership in a funnel with their assigned role.
+    Determines what actions the user can perform within the funnel.
+    """
+    name: str = Field(default="Funnel Member", description="Name for asset compatibility")
+    funnel_id: StrObjectId = Field(frozen=True, description="The funnel this membership belongs to")
+    user_id: StrObjectId = Field(frozen=True, description="The user who is a member")
+    role: FunnelMemberRole = Field(description="The user's role within the funnel")
+
+    model_config = ConfigDict(
+        validate_by_name=True,
+        validate_by_alias=True
+    )
+
+    @property
+    def can_edit(self) -> bool:
+        """Check if the member can edit (move chats, etc.)"""
+        return self.role in (FunnelMemberRole.ADMIN, FunnelMemberRole.EDITOR)
+
+    @property
+    def can_admin(self) -> bool:
+        """Check if the member can administer the funnel"""
+        return self.role == FunnelMemberRole.ADMIN
+
+
+# ============================================================================
+# ChatFunnel - Stored in separate chat_funnels collection
+# This is a ChattyAssetModel (not CompanyAssetModel) because it's a chat history
+# record rather than a company-level asset.
+# ============================================================================
+
+class ChatFunnel(ChattyAssetModel):
+    """
+    Full record of a chat's journey through a funnel.
+    Stored in a separate 'chat_funnels' collection, NOT embedded in chat.
+    
+    This extends ChattyAssetModel (not CompanyAssetModel) because it's a 
+    chat-level record tracking funnel history, not a company-owned asset.
+    
+    A new ChatFunnel is created each time a chat enters a funnel.
+    If a chat completes a funnel and enters it again, a NEW ChatFunnel is created.
+    
+    The Chat document stores a lightweight ActiveFunnel for fast
+    filtering and display, with a reference to this full record.
+    """
+    company_id: StrObjectId = Field(frozen=True, description="Company for multi-tenant isolation")
+    chat_id: StrObjectId = Field(frozen=True, description="The chat this funnel record belongs to")
+    funnel_id: StrObjectId = Field(frozen=True, description="The funnel the chat entered")
+    status: FunnelStatus = Field(default=FunnelStatus.IN_PROGRESS)
+    started_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")))
+    completed_at: Optional[datetime] = Field(default=None)
+    abandoned_at: Optional[datetime] = Field(default=None)
+    current_stage_id: Optional[StrObjectId] = Field(
+        default=None, 
+        description="Current stage ID (None if funnel is completed/abandoned)"
+    )
+    entered_current_stage_at: Optional[datetime] = Field(
+        default=None,
+        description="When the chat entered the current stage"
+    )
+    stage_transitions: List[StageTransition] = Field(
+        default_factory=list,
+        description="Complete history of all stage transitions"
+    )
+
+    model_config = ConfigDict(
+        validate_by_name=True,
+        validate_by_alias=True
+    )
 
     @property
     def is_completed(self) -> bool:
-        return self.completed_at is not None
+        """Check if the chat has completed the funnel"""
+        return self.status == FunnelStatus.COMPLETED and self.completed_at is not None
 
     @property
     def is_abandoned(self) -> bool:
-        return self.abandoned_at is not None
+        """Check if the chat has abandoned the funnel"""
+        return self.status == FunnelStatus.ABANDONED and self.abandoned_at is not None
+
+    @property
+    def is_active(self) -> bool:
+        """Check if the chat is still active in the funnel"""
+        return self.status == FunnelStatus.IN_PROGRESS
 
     @property
     def time_in_funnel_seconds(self) -> int:
+        """Calculate total time spent in the funnel"""
         end_time = self.completed_at or self.abandoned_at or datetime.now(tz=ZoneInfo("UTC"))
         return int((end_time - self.started_at).total_seconds())
 
     @property
     def time_in_current_stage_seconds(self) -> Optional[int]:
-        if not self.entered_current_stage_at:
+        """Calculate time spent in the current stage"""
+        if not self.entered_current_stage_at or not self.current_stage_id:
             return None
         return int((datetime.now(tz=ZoneInfo("UTC")) - self.entered_current_stage_at).total_seconds())
 
     @property
     def unique_stages_visited(self) -> int:
+        """Count of unique stages the chat has visited"""
         return len(set(t.to_stage_id for t in self.stage_transitions))
 
-class FunnelStage(CompanyAssetModel):
-    name: str
-    description: str
-    index: int
-    inflexion_conversion_point: bool = Field(default=False, description="If true, it'll be prioritized for chat assignment and will send notifications in automatic mode to all agents.")
-    workflow_ids: List[StrObjectId] = Field(default_factory=list)
+    @property
+    def total_transitions(self) -> int:
+        """Total number of stage transitions"""
+        return len(self.stage_transitions)
 
+    @property
+    def regression_count(self) -> int:
+        """Count of times the chat moved backwards in the funnel"""
+        return sum(1 for t in self.stage_transitions if t.is_regression)
 
-class Funnel(CompanyAssetModel):
-    name: str
-    description: str
-    stages: List[FunnelStage]
-    assignment_priority: int = Field(ge=0, le=10, description="Priority for chat assignment, between funnels")
+    @property
+    def last_transition(self) -> Optional[StageTransition]:
+        """Get the most recent stage transition"""
+        return self.stage_transitions[-1] if self.stage_transitions else None
+
+    def record_transition(
+        self,
+        to_stage_id: StrObjectId,
+        executor_type: ExecutorType,
+        executor_id: StrObjectId,
+        from_stage_order: Optional[int] = None,
+        to_stage_order: Optional[int] = None
+    ) -> StageTransition:
+        """
+        Record a transition to a new stage.
+        Returns the created StageTransition.
+        
+        Args:
+            to_stage_id: The stage to transition to
+            executor_type: Who/what triggered the transition
+            executor_id: ID of the executor
+            from_stage_order: Order of current stage (for regression detection)
+            to_stage_order: Order of target stage (for regression detection)
+        """
+        time_in_previous = self.time_in_current_stage_seconds
+        
+        transition = StageTransition(
+            from_stage_id=self.current_stage_id,
+            to_stage_id=to_stage_id,
+            executor_type=executor_type,
+            executor_id=executor_id,
+            time_in_previous_stage_seconds=time_in_previous,
+            from_stage_order=from_stage_order,
+            to_stage_order=to_stage_order
+        )
+        
+        self.stage_transitions.append(transition)
+        self.current_stage_id = to_stage_id
+        self.entered_current_stage_at = transition.transitioned_at
+        
+        return transition
+
+    def complete(self) -> None:
+        """Mark the funnel as completed"""
+        self.status = FunnelStatus.COMPLETED
+        self.completed_at = datetime.now(tz=ZoneInfo("UTC"))
+
+    def abandon(self) -> None:
+        """Mark the funnel as abandoned"""
+        self.status = FunnelStatus.ABANDONED
+        self.abandoned_at = datetime.now(tz=ZoneInfo("UTC"))
+
+    def to_active_funnel(self, funnel_name: str, stage_name: str) -> ActiveFunnel:
+        """
+        Create an ActiveFunnel for embedding in the Chat document.
+        Call this after creating/updating the ChatFunnel.
+        
+        Args:
+            funnel_name: Name of the funnel (for denormalization)
+            stage_name: Name of the current stage (for denormalization)
+        """
+        if not self.current_stage_id or not self.entered_current_stage_at:
+            raise ValueError("Cannot create ActiveFunnel without current stage")
+        
+        return ActiveFunnel(
+            chat_funnel_id=self.id,
+            funnel_id=self.funnel_id,
+            funnel_name=funnel_name,
+            current_stage_id=self.current_stage_id,
+            current_stage_name=stage_name,
+            entered_current_stage_at=self.entered_current_stage_at
+        )

letschatty/models/company/__init__.py

@@ -1,3 +1,9 @@
 from .assets import *
 from .empresa import EmpresaModel
-from .form_field import FormField, FormFieldPreview, CollectedData, SystemFormFields
+from .form_field import FormField, FormFieldPreview, CollectedData, SystemFormFields
+from .CRM.funnel import Funnel, FunnelPreview, ChatFunnel, StageTransition, FunnelStatus
+from .integrations.product_sync_status import ProductSyncStatus
+from .integrations.sync_status_enum import SyncStatusEnum
+from .integrations.shopify.shopify_webhook_topics import ShopifyWebhookTopic
+from .integrations.shopify.company_shopify_integration import ShopifyIntegration
+from .integrations.shopify.shopify_product_sync_status import ShopifyProductSyncStatus, ShopifyProductSyncStatusEnum

letschatty/models/company/assets/ai_agents_v2/ai_agents_decision_output.py

@@ -55,7 +55,7 @@ class SmartFollowUpDecision(BaseModel):
                             SmartFollowUpDecisionAction.POSTPONE_DELTA_TIME]:
             # Postpone actions don't require messages
             if self.messages is not None and len(self.messages) > 0:
-                raise ValueError("Messages are not allowed when action is postpone")
+                raise ValueError("Messages are not allowed when action is postpone/postponed")
         else:
             raise ValueError(f"Invalid action: {self.action}")
 

letschatty/models/company/assets/ai_agents_v2/chatty_ai_agent_in_chat.py

@@ -92,10 +92,6 @@ class ChattyAIAgentInChat(CompanyAssetModel):
         default=None,
         description="If the trigger is a user message, this will be the id of the incoming message"
     )
-    last_reset_message_id: Optional[str] = Field(
-        default=None,
-        description="Last reset control trigger message id handled for this chat"
-    )
 
     # Assignment metadata
     assigned_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")))

letschatty/models/company/assets/ai_agents_v2/chatty_ai_mode.py

@@ -16,7 +16,7 @@ class ChattyAIMode(StrEnum):
         return {
             cls.AUTONOMOUS: "El agente de IA tendrá la autonomía de conversar en tiempo real con el usuario, respetando sus instrucciones y las reglas establecidas.",
             cls.SUGGESTIONS: "El agente de IA sugerirá sólo hará sugerencias de respuestas y seguimientos, pero no enviará mensajes ni interactuará de forma directa con el usuario.",
-            cls.COPILOT: "El agente de IA responderá automáticamente cuando tenga alta confianza y la consulta esté dentro del alcance; si no, sugerirá o escalará para revisión humana.",
+            cls.COPILOT: "El agente de IA hará sugerencias de respuestas y seguimientos, y responderá de forma directa únicamente aquellas preguntas especificadas en el contexto del agente, en la sección de preguntas frecuentes (FAQ).",
             cls.OFF: "El agente de IA estará inactivo. No responderá al usuario ni hará sugerencias."
         }[mode]
 
@@ -26,7 +26,7 @@ class ChattyAIMode(StrEnum):
         mode_description = {
             cls.AUTONOMOUS: "Only answer based on the context and rules provided. Do not improvise or make up information. If you can't handle the question, escalate to a human.",
             cls.SUGGESTIONS: "You're only going to be making suggestions, all your messages will be reviewd by a human and you should add the reasoning to your chain of thought. If the user message is not worth answering, you can use the 'skip' action in your output. If the user message is worth answering, you NEED to use the 'suggest' action in your output. ",
-            cls.COPILOT: "You're in COPILOT mode. Use your confidence to decide the action: send when the request is within scope and you are confident, suggest when you're unsure or a human touch is needed (complex negotiation, frustration, high-value, or missing info), and escalate if it's required by control triggers. Always include a confidence score (0-100).",
+            cls.COPILOT: "You're in a COPILOT mode, so you'll be making suggestions on general inquires, and answer only questions specified in the FAQ section. So, for answers which you're creating based on the context, you'll be making a suggestions, and need to add the 'suggestion' subtype in each message. When asked about a question included in the FAQ, you're allowed to adapt the answer to the user's question, but you're not allowed to improvise or make up information, and you'll set the 'text' subtype in the messages.",
             cls.OFF: ""
         }[mode]
         return intro + "\n\n" + mode_description

letschatty/models/company/assets/ai_agents_v2/get_chat_with_prompt_response.py

@@ -25,7 +25,6 @@ class GetChatWithPromptResponse(BaseModel):
             "messages": self.messages,
             "n8n_agent_type": self.chatty_ai_agent.n8n_workspace_agent_type.value if self.chatty_ai_agent else None,
             "n8n_agent_type_parameters": self.chatty_ai_agent.n8n_workspace_agent_type_parameteres.model_dump() if self.chatty_ai_agent else None,
-            "ai_agent_id": self.chatty_ai_agent.id if self.chatty_ai_agent else None,
             "phone_number": self.chat.client.get_waid() if self.chat else None,
             "chain_of_thought_id": self.chain_of_thought_id,
             "trigger_id": self.trigger_id

letschatty/models/company/assets/ai_agents_v2/pre_qualify_config.py

@@ -5,17 +5,11 @@ Defines the data collection, acceptance criteria, and destination actions
 for qualifying/disqualifying users.
 """
 
-from letschatty.models.company.assets.automation import Automation
 from pydantic import BaseModel, Field
 from typing import Optional, List
 from enum import StrEnum
 from letschatty.models.utils.types.identifier import StrObjectId
 
-class PostToExternalApiConfig(BaseModel):
-    """Placeholder provisorio"""
-    url: str = Field(description="The URL to post to")
-    method: str = Field(description="The HTTP method to use")
-    api_key: str
 
 class PreQualifyDestination(StrEnum):
     """
@@ -25,11 +19,8 @@ class PreQualifyDestination(StrEnum):
     CALENDAR_SCHEDULER = "calendar_scheduler"    # Allow AI agent to schedule meetings
     ESCALATE = "escalate"                        # Escalate to human
     CUSTOM_MESSAGE = "custom_message"            # Send a custom message
-    AUTO_ASSIGN_HUMAN_AGENT = "auto_assign_human_agent" #
     CONTINUE = "continue"                        # Continue normal AI agent flow
-    NONE = "none"                                # Do nothing (no-op)
-    ARCHIVE = "archive"
-    POST_TO_EXTERNAL_API = "post_to_external_api"
+    NONE = "none"                                # Do nothing
 
 
 class PreQualifyFormField(BaseModel):
@@ -77,10 +68,6 @@ class PreQualifyConfig(BaseModel):
         default=None,
         description="Custom message to send when user does NOT qualify (if destination is custom_message or escalate)"
     )
-    post_to_external_api : Optional[PostToExternalApiConfig] = Field(
-        default=None,
-        description="Configuration for posting to an external API"
-    )
 
     @property
     def has_form_fields(self) -> bool:
@@ -121,3 +108,4 @@ class PreQualifyConfig(BaseModel):
         original_len = len(self.form_fields)
         self.form_fields = [f for f in self.form_fields if f.field_key != field_key]
         return len(self.form_fields) < original_len
+

letschatty/models/company/assets/automation.py

@@ -14,27 +14,18 @@ class Automation(BaseModel):
     chatty_ai_agent_config: Optional[ChattyAIConfigForAutomation] = Field(default=None)
     area: Optional[Area] = Field(default=None)
     agent_id: Optional[StrObjectId] = Field(default=None)
-    chain_of_thought : Optional[str] = Field(default=None)
+    chain_of_thought: Optional[str] = Field(default=None)
+    # Funnel transition automations
+    target_funnel_id: Optional[StrObjectId] = Field(
+        default=None,
+        description="Target funnel to move the chat to (for cross-funnel transitions)"
+    )
+    target_stage_id: Optional[StrObjectId] = Field(
+        default=None,
+        description="Target stage within the target funnel"
+    )
     # client_info: Optional[ClientInfo] = Field(default=None) me gustaría que levante el mail y/o otros atributos
 
-    @property
-    def has_automation(self) -> bool:
-        """
-        Check if there's an actual automation defined (tags, products, or flow).
-
-        Returns:
-            bool: True if there's at least one tag, product, or flow defined
-        """
-        return (
-            len(self.tags) > 0 or
-            len(self.products) > 0 or
-            len(self.flow) > 0 or
-            self.quality_score is not None or
-            self.chatty_ai_agent_config is not None or
-            self.area is not None or
-            self.highlight_description is not None
-        )
-
     @model_validator(mode='after')
     def check_agent_id(self):
         if self.area == Area.WITH_AGENT and not self.agent_id:

letschatty/models/company/assets/chat_assets.py

@@ -10,7 +10,7 @@ from datetime import datetime
 from zoneinfo import ZoneInfo
 from bson import ObjectId
 import json
-from typing import Dict, Any, Optional
+from typing import Dict, Any, Optional, List
 from letschatty.models.utils.types.serializer_type import SerializerType
 from letschatty.models.company.assets.ai_agents_v2.chatty_ai_mode import ChattyAIMode
 
@@ -67,7 +67,8 @@ class AssignedAssetToChat(BaseModel):
 
 
 class SaleAssignedToChat(AssignedAssetToChat):
-    product_id: StrObjectId = Field(frozen=True)
+    product_id: Optional[StrObjectId] = Field(default=None)
+    product_ids: List[StrObjectId] = Field(default_factory=list)
 
 class ContactPointAssignedToChat(AssignedAssetToChat):
     source_id: StrObjectId = Field(frozen=True)

letschatty/models/company/assets/company_assets.py

@@ -5,6 +5,8 @@ class CompanyAssetType(StrEnum):
     USERS = "users"
     BUSINESS_AREAS = "business_areas"
     FUNNELS = "funnels"
+    FUNNEL_STAGES = "funnel_stages"
+    FUNNEL_MEMBERS = "funnel_members"
     PRODUCTS = "products"
     SALES = "sales"
     TAGS = "tags"

letschatty/models/company/assets/sale.py

@@ -5,7 +5,7 @@ from ...utils.types.identifier import StrObjectId
 
 class Sale(CompanyAssetModel):
     chat_id: StrObjectId
-    product_id: StrObjectId
+    product_id: Optional[StrObjectId] = Field(default=None)
     quantity: int
     total_amount: float
     currency: str
@@ -16,7 +16,7 @@ class Sale(CompanyAssetModel):
     creator_id: StrObjectId
 
 class SaleRequest(BaseModel):
-    product_id: StrObjectId
+    product_id: Optional[StrObjectId] = Field(default=None)
     quantity: int
     creator_id: StrObjectId
     total_amount: float
@@ -36,4 +36,4 @@ class SaleRequest(BaseModel):
             "paid_amount": 100,
             "installments": 1,
             "details": {}
-        }
+        }