Prepare ERP source for Gitea deployment
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A R R R Associates
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from __future__ import annotations
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from datetime import datetime, timezone
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from decimal import Decimal, ROUND_HALF_UP
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from sqlalchemy import func, or_, select
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from app.modules.clients.models import Client
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from app.modules.consultants.models import ConsultantProfile
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from app.modules.core.iam.models import User
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from app.modules.core.tenancy.models import Branch, Tenant
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from app.modules.marketplace.models import MarketplaceLead, MarketplaceLeadAssignment
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LEAD_STATUSES = ["NEW", "CONTACTED", "QUALIFIED", "ASSIGNED", "ACCEPTED", "REJECTED", "CONVERTED", "LOST"]
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LEAD_PRIORITIES = ["LOW", "NORMAL", "HIGH", "URGENT"]
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LEAD_SOURCES = ["manual", "public_website", "consultant", "referral", "campaign", "other"]
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SERVICE_CATEGORIES = ["GST", "Income Tax", "ROC", "Audit", "Accounting", "Payroll", "Registration", "Advisory", "Other"]
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def money(value) -> Decimal:
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if value in (None, ""):
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return Decimal("0.00")
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return Decimal(str(value)).quantize(Decimal("0.01"), rounding=ROUND_HALF_UP)
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def _role_set(role_names: list[str] | None) -> set[str]:
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return set(role_names or [])
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def is_system_admin(role_names: list[str] | None) -> bool:
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return "System Admin" in _role_set(role_names)
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def is_firm_admin(role_names: list[str] | None) -> bool:
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return "Firm Admin" in _role_set(role_names)
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def is_partner(role_names: list[str] | None) -> bool:
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return "Partner" in _role_set(role_names)
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def generate_lead_no(db) -> str:
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year = datetime.now().year
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count = db.execute(select(func.count(MarketplaceLead.id))).scalar_one() or 0
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return f"ML-{year}-{count + 1:05d}"
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def list_reference_audit_firms(db) -> list[Tenant]:
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return list(db.execute(select(Tenant).order_by(Tenant.name.asc())).scalars().all())
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def list_reference_branches(db, tenant_id: int | None = None) -> list[Branch]:
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stmt = select(Branch).order_by(Branch.name.asc())
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if tenant_id:
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stmt = stmt.where(Branch.tenant_id == tenant_id)
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return list(db.execute(stmt).scalars().all())
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def list_reference_partners(db, tenant_id: int | None = None) -> list[User]:
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stmt = select(User).order_by(User.full_name.asc(), User.email.asc())
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if tenant_id:
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stmt = stmt.where(User.tenant_id == tenant_id)
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return list(db.execute(stmt).scalars().all())
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def list_marketplace_leads(db, *, q: str = "", status: str = "", user=None, role_names: list[str] | None = None) -> list[MarketplaceLead]:
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stmt = select(MarketplaceLead).order_by(MarketplaceLead.created_at_utc.desc(), MarketplaceLead.id.desc())
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roles = _role_set(role_names)
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if not is_system_admin(role_names):
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tenant_id = getattr(user, "tenant_id", None)
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if tenant_id:
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stmt = stmt.where(MarketplaceLead.assigned_tenant_id == tenant_id)
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if is_partner(role_names):
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stmt = stmt.where(MarketplaceLead.assigned_partner_user_id == getattr(user, "id", None))
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if status:
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stmt = stmt.where(MarketplaceLead.status == status)
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if q:
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like = f"%{q}%"
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stmt = stmt.where(or_(MarketplaceLead.lead_no.ilike(like), MarketplaceLead.lead_name.ilike(like), MarketplaceLead.business_name.ilike(like), MarketplaceLead.mobile.ilike(like), MarketplaceLead.email.ilike(like), MarketplaceLead.service_requested.ilike(like)))
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return list(db.execute(stmt).scalars().all())
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def get_marketplace_lead(db, lead_id: int) -> MarketplaceLead | None:
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return db.get(MarketplaceLead, int(lead_id))
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def create_marketplace_lead(db, *, lead_name: str, business_name: str | None, email: str | None, mobile: str | None, city: str | None, state: str | None, service_category: str | None, service_requested: str, message: str | None, source: str = "manual", priority: str = "NORMAL", estimated_value=0, created_by_user_id: int | None = None) -> MarketplaceLead:
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lead = MarketplaceLead(
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lead_no=generate_lead_no(db),
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source=source or "manual",
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service_category=service_category or None,
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service_requested=(service_requested or "General enquiry").strip(),
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lead_name=lead_name.strip(),
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business_name=(business_name or None),
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email=(email or None),
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mobile=(mobile or None),
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city=(city or None),
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state=(state or None),
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message=(message or None),
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priority=priority if priority in LEAD_PRIORITIES else "NORMAL",
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estimated_value=money(estimated_value),
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created_by_user_id=created_by_user_id,
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)
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db.add(lead)
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db.commit()
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db.refresh(lead)
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return lead
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def assign_marketplace_lead(db, *, lead: MarketplaceLead, tenant_id: int, branch_id: int | None, partner_user_id: int | None, notes: str | None, assigned_by_user_id: int | None) -> MarketplaceLead:
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now = datetime.now(timezone.utc)
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lead.assigned_tenant_id = tenant_id
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lead.assigned_branch_id = branch_id or None
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lead.assigned_partner_user_id = partner_user_id or None
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lead.assigned_by_user_id = assigned_by_user_id
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lead.assigned_at_utc = now
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lead.status = "ASSIGNED"
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lead.updated_by_user_id = assigned_by_user_id
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db.add(MarketplaceLeadAssignment(lead_id=lead.id, tenant_id=tenant_id, branch_id=branch_id or None, partner_user_id=partner_user_id or None, notes=notes or None, assigned_by_user_id=assigned_by_user_id, assigned_at_utc=now))
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db.commit()
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db.refresh(lead)
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return lead
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def update_lead_status(db, *, lead: MarketplaceLead, status: str, user_id: int | None) -> MarketplaceLead:
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if status not in LEAD_STATUSES:
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raise ValueError("Invalid lead status")
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lead.status = status
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lead.updated_by_user_id = user_id
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db.commit()
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db.refresh(lead)
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return lead
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def convert_lead_to_client(db, *, lead: MarketplaceLead, tenant_id: int, branch_id: int, partner_user_id: int | None, client_code: str | None, user_id: int | None) -> Client:
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if lead.converted_client_id:
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existing = db.get(Client, lead.converted_client_id)
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if existing:
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return existing
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code = (client_code or f"LEAD-{lead.id:05d}").strip().upper()
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name = (lead.business_name or lead.lead_name).strip()
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client = Client(
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tenant_id=tenant_id,
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branch_id=branch_id,
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partner_id=partner_user_id or None,
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engagement_mode="internal_managed",
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client_code=code,
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client_name=name,
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trade_name=lead.business_name or None,
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client_type="Other",
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contact_person_name=lead.lead_name,
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mobile=lead.mobile,
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email=lead.email,
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city=lead.city,
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state=lead.state,
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status="active",
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is_active=True,
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is_archived=False,
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notes=f"Converted from marketplace lead {lead.lead_no}.\n\n{lead.message or ''}".strip(),
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created_by_user_id=user_id,
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updated_by_user_id=user_id,
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)
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db.add(client)
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db.flush()
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lead.converted_client_id = client.id
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lead.converted_by_user_id = user_id
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lead.converted_at_utc = datetime.now(timezone.utc)
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lead.status = "CONVERTED"
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lead.updated_by_user_id = user_id
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db.commit()
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db.refresh(client)
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return client
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def get_marketplace_overview_counts(db) -> dict[str, int]:
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"""Return lightweight public marketplace counts.
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This is intentionally read-only and tolerant of partially configured data so the
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public marketplace page never breaks the ERP login/runtime flow.
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"""
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try:
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firm_count = db.execute(select(func.count(Tenant.id)).where(Tenant.is_active.is_(True))).scalar_one() or 0
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except Exception:
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firm_count = 0
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try:
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consultant_count = db.execute(select(func.count(ConsultantProfile.id)).where(ConsultantProfile.is_active.is_(True))).scalar_one() or 0
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except Exception:
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consultant_count = 0
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try:
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lead_count = db.execute(select(func.count(MarketplaceLead.id))).scalar_one() or 0
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except Exception:
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lead_count = 0
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return {"audit_firms": int(firm_count), "consultants": int(consultant_count), "service_requests": int(lead_count)}
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def list_public_marketplace_audit_firms(db, limit: int = 12) -> list[Tenant]:
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"""List active audit firms for public marketplace display.
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More advanced publication controls can be added later. For Phase 7T.4 this uses
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only active tenants and does not expose private firm records beyond basic name/type.
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"""
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try:
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stmt = select(Tenant).where(Tenant.is_active.is_(True)).order_by(Tenant.name.asc()).limit(int(limit or 12))
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return list(db.execute(stmt).scalars().all())
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except Exception:
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return []
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def list_public_marketplace_consultants(db, limit: int = 12) -> list[ConsultantProfile]:
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"""List active consultants for public marketplace display."""
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try:
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stmt = (
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select(ConsultantProfile)
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.where(ConsultantProfile.is_active.is_(True))
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.order_by(ConsultantProfile.contact_person.asc(), ConsultantProfile.firm_name.asc())
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.limit(int(limit or 12))
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)
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return list(db.execute(stmt).scalars().all())
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except Exception:
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return []
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def is_marketplace_domain_request(request) -> bool:
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"""True when Phase 7T.2 resolved the host as a marketplace domain."""
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try:
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return getattr(request.state, "domain_type", None) == "marketplace"
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except Exception:
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return False
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