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crm_database.py
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1852 lines (1513 loc) · 85.6 KB
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# crm_database.py
from extensions import db
from datetime import datetime, time, date, timedelta
from utils.datetime_utils import utc_now
from enum import Enum
import json
from decimal import Decimal
from typing import Optional
# --- NEW: User Model ---
class User(db.Model):
id = db.Column(db.Integer, primary_key=True)
email = db.Column(db.String(120), unique=True, nullable=False)
password_hash = db.Column(db.String(256), nullable=False) # Increased size for modern hash algorithms
first_name = db.Column(db.String(50), nullable=False)
last_name = db.Column(db.String(50), nullable=False)
role = db.Column(db.String(20), nullable=False, default='marketer') # 'admin' or 'marketer'
is_active = db.Column(db.Boolean, default=True)
created_at = db.Column(db.DateTime, default=utc_now)
last_login = db.Column(db.DateTime)
# Legacy OpenPhone field - keeping for backward compatibility
openphone_user_id = db.Column(db.String(100), unique=True, nullable=True)
# Flask-Login required properties
def is_authenticated(self):
return True
def is_anonymous(self):
return False
def get_id(self):
return str(self.id)
@property
def is_admin(self):
return self.role == 'admin'
# --- NEW: InviteToken Model ---
class InviteToken(db.Model):
id = db.Column(db.Integer, primary_key=True)
email = db.Column(db.String(120), nullable=False)
token = db.Column(db.String(100), unique=True, nullable=False)
role = db.Column(db.String(20), nullable=False, default='marketer')
created_at = db.Column(db.DateTime, default=datetime.utcnow)
expires_at = db.Column(db.DateTime, nullable=False)
used = db.Column(db.Boolean, default=False)
used_at = db.Column(db.DateTime)
created_by_id = db.Column(db.Integer, db.ForeignKey('user.id'), nullable=False)
created_by = db.relationship('User', backref='sent_invites')
# --- NEW: PhoneNumber Model ---
class PhoneNumber(db.Model):
id = db.Column(db.Integer, primary_key=True)
openphone_id = db.Column(db.String(100), unique=True)
phone_number = db.Column(db.String(20), unique=True)
name = db.Column(db.String(100), nullable=True)
is_active = db.Column(db.Boolean, default=True)
# --- ENHANCED: Conversation Model ---
class Conversation(db.Model):
id = db.Column(db.Integer, primary_key=True)
openphone_id = db.Column(db.String(100), unique=True, nullable=True)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id'), nullable=False)
# Conversation details
name = db.Column(db.String(200), nullable=True) # Display name
participants = db.Column(db.String(500), nullable=True) # Comma-separated phone numbers
phone_number_id = db.Column(db.String(100), nullable=True) # Associated OpenPhone number
# Activity tracking
last_activity_at = db.Column(db.DateTime, nullable=True) # Should be set based on actual activity
last_activity_type = db.Column(db.String(20), nullable=True) # 'message' or 'call'
last_activity_id = db.Column(db.String(100), nullable=True) # OpenPhone activity ID
activities = db.relationship('Activity', backref='conversation', lazy=True, cascade="all, delete-orphan")
class Contact(db.Model):
id = db.Column(db.Integer, primary_key=True)
first_name = db.Column(db.String(50), nullable=False)
last_name = db.Column(db.String(50), nullable=False)
email = db.Column(db.String(120), unique=True, nullable=True)
phone = db.Column(db.String(20), nullable=True, unique=True)
contact_metadata = db.Column(db.JSON, nullable=True) # For flexible data storage
# CSV Import tracking (keeping legacy field for backward compatibility)
csv_import_id = db.Column(db.Integer, db.ForeignKey('csv_import.id'), nullable=True)
import_source = db.Column(db.String(100), nullable=True)
imported_at = db.Column(db.DateTime, nullable=True)
# NEW: Many-to-many relationship with CSV imports
csv_imports = db.relationship('CSVImport', secondary='contact_csv_import', back_populates='contacts', lazy=True)
# QuickBooks integration fields
quickbooks_customer_id = db.Column(db.String(50), nullable=True, unique=True)
quickbooks_sync_token = db.Column(db.String(50), nullable=True) # For updates
customer_type = db.Column(db.String(20), nullable=True, default='prospect') # 'prospect', 'customer'
payment_terms = db.Column(db.String(50), nullable=True) # Net 30, etc.
credit_limit = db.Column(db.Numeric(10, 2), nullable=True)
tax_exempt = db.Column(db.Boolean, default=False)
# Financial summary (calculated from QB)
total_sales = db.Column(db.Numeric(10, 2), default=0)
outstanding_balance = db.Column(db.Numeric(10, 2), default=0)
last_payment_date = db.Column(db.DateTime, nullable=True)
average_days_to_pay = db.Column(db.Integer, nullable=True)
# Production-required fields
lead_source = db.Column(db.String(100), nullable=True) # e.g., 'website', 'referral', 'cold-call'
customer_since = db.Column(db.Date, nullable=True) # Date when prospect became customer
# Note: The 'properties' relationship is now handled via many-to-many through PropertyContact
appointments = db.relationship('Appointment', backref='contact', lazy=True, cascade="all, delete-orphan")
# A contact can now have multiple conversations
conversations = db.relationship('Conversation', backref='contact', lazy=True, cascade="all, delete-orphan")
# --- Property-Contact Association Table ---
class PropertyContact(db.Model):
"""Association table for many-to-many relationship between Property and Contact"""
__tablename__ = 'property_contact'
id = db.Column(db.Integer, primary_key=True)
property_id = db.Column(db.Integer, db.ForeignKey('property.id', ondelete='CASCADE'), nullable=False)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id', ondelete='CASCADE'), nullable=False)
relationship_type = db.Column(db.String(20), nullable=True) # 'owner', 'tenant', 'agent', etc.
ownership_percentage = db.Column(db.Numeric(5, 2), nullable=True) # For fractional ownership
is_primary = db.Column(db.Boolean, default=False)
created_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow)
updated_at = db.Column(db.DateTime, nullable=True, onupdate=datetime.utcnow)
# Relationships
property = db.relationship(
'Property',
backref=db.backref('contact_associations', lazy='dynamic', overlaps="contacts,properties,contact,property")
)
contact = db.relationship(
'Contact',
backref=db.backref('property_associations', lazy='dynamic', overlaps="contacts,properties,contact,property")
)
__table_args__ = (
db.UniqueConstraint('property_id', 'contact_id', name='uq_property_contact'),
)
def __repr__(self):
return f'<PropertyContact Property:{self.property_id} Contact:{self.contact_id} Type:{self.relationship_type}>'
class Property(db.Model):
"""Enhanced Property model with PropertyRadar fields and many-to-many Contact relationship"""
__tablename__ = 'property'
# Primary key
id = db.Column(db.Integer, primary_key=True)
# Basic property information
address = db.Column(db.String(200), nullable=False)
city = db.Column(db.String(100), nullable=True)
state = db.Column(db.String(2), nullable=True)
zip_code = db.Column(db.String(10), nullable=True)
subdivision = db.Column(db.String(100), nullable=True)
property_type = db.Column(db.String(50), nullable=True) # 'SFR', 'Condo', 'Townhouse', 'Multi-Family', etc.
# Geographic coordinates
longitude = db.Column(db.Numeric(10, 7), nullable=True)
latitude = db.Column(db.Numeric(10, 7), nullable=True)
# Property identifiers
apn = db.Column(db.String(100), nullable=True, unique=True) # Assessor Parcel Number
external_id = db.Column(db.String(100), nullable=True) # ID from external source
# Property details
year_built = db.Column(db.Integer, nullable=True)
square_feet = db.Column(db.Integer, nullable=True)
bedrooms = db.Column(db.Integer, nullable=True)
bathrooms = db.Column(db.Numeric(3, 1), nullable=True)
# Financial fields
assessed_value = db.Column(db.Numeric(12, 2), nullable=True)
market_value = db.Column(db.Numeric(12, 2), nullable=True)
equity_estimate = db.Column(db.Numeric(12, 2), nullable=True)
last_sale_price = db.Column(db.Numeric(12, 2), nullable=True)
last_sale_date = db.Column(db.Date, nullable=True)
purchase_months_since = db.Column(db.Integer, nullable=True)
# PropertyRadar specific fields (legacy naming preserved)
estimated_value = db.Column(db.Numeric(12, 2), nullable=True)
estimated_equity = db.Column(db.Numeric(12, 2), nullable=True)
estimated_equity_percent = db.Column(db.Integer, nullable=True)
# Purchase information
purchase_date = db.Column(db.Date, nullable=True)
purchase_price = db.Column(db.Numeric(12, 2), nullable=True)
# Status flags
owner_occupied = db.Column(db.Boolean, default=False)
listed_for_sale = db.Column(db.Boolean, default=False)
listing_status = db.Column(db.String(50), nullable=True)
foreclosure = db.Column(db.Boolean, default=False)
foreclosure_status = db.Column(db.String(50), nullable=True)
high_equity = db.Column(db.Boolean, default=False)
# Owner information
owner_name = db.Column(db.String(200), nullable=True)
# Mailing address fields (both naming conventions for compatibility)
mail_address = db.Column(db.String(200), nullable=True)
mail_city = db.Column(db.String(100), nullable=True)
mail_state = db.Column(db.String(2), nullable=True)
mail_zip = db.Column(db.String(10), nullable=True)
mailing_address = db.Column(db.String(200), nullable=True)
mailing_city = db.Column(db.String(100), nullable=True)
mailing_state = db.Column(db.String(2), nullable=True)
mailing_zip = db.Column(db.String(10), nullable=True)
# Metadata
property_metadata = db.Column(db.JSON, nullable=True)
import_source = db.Column(db.String(50), nullable=True) # 'PropertyRadar', 'Manual', etc.
# Legacy field - kept for backward compatibility (will be migrated to PropertyContact)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id'), nullable=True)
# Audit fields
created_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow)
updated_at = db.Column(db.DateTime, nullable=True, onupdate=datetime.utcnow)
# Relationships
jobs = db.relationship('Job', backref='property', lazy=True, cascade="all, delete-orphan")
# Many-to-many relationship with contacts
contacts = db.relationship(
'Contact',
secondary='property_contact',
backref=db.backref('properties', lazy='dynamic', overlaps="contact_associations,property_associations,contact,property"),
overlaps="contact_associations,property_associations,contact,property"
)
def __repr__(self):
return f'<Property {self.id}: {self.address}, {self.city} {self.state} {self.zip_code}>'
# Backward compatibility property
@property
def contact(self):
"""Returns the primary contact for backward compatibility.
Returns:
Contact: The primary contact if exists, or first contact, or None
"""
# First try to find a contact marked as primary
primary_assoc = self.contact_associations.filter_by(is_primary=True).first()
if primary_assoc:
return primary_assoc.contact
# If no primary, return the first contact
if self.contacts:
return self.contacts[0]
return None
@property
def contact_id(self):
"""Returns the primary contact ID for backward compatibility."""
contact = self.contact
return contact.id if contact else None
@contact_id.setter
def contact_id(self, value):
"""
Sets the primary contact by ID for backward compatibility.
Creates or updates the PropertyContact association.
"""
# Store the value for later use if property doesn't have an ID yet
if not self.id:
# Property not saved yet, store the contact_id for later
self._pending_contact_id = value
return
if value is None:
# Remove all contact associations if setting to None
PropertyContact.query.filter_by(property_id=self.id).delete()
else:
# Check if we already have this contact associated
existing = PropertyContact.query.filter_by(
property_id=self.id,
contact_id=value
).first()
if existing:
# Make this contact primary, others non-primary
PropertyContact.query.filter_by(property_id=self.id).update({'is_primary': False})
existing.is_primary = True
else:
# Remove other primary designations
PropertyContact.query.filter_by(property_id=self.id).update({'is_primary': False})
# Create new primary association
new_assoc = PropertyContact(
property_id=self.id,
contact_id=value,
relationship_type='owner',
is_primary=True
)
db.session.add(new_assoc)
# Utility methods
@classmethod
def search_by_address(cls, address):
"""Search properties by address"""
return cls.query.filter(cls.address.ilike(f'%{address}%')).all()
@classmethod
def search_by_zip(cls, zip_code):
"""Search properties by zip code"""
return cls.query.filter_by(zip_code=zip_code).all()
@classmethod
def search_by_city(cls, city):
"""Search properties by city"""
return cls.query.filter(cls.city.ilike(f'%{city}%')).all()
def calculate_equity_percentage(self):
"""Calculate equity percentage based on values"""
if self.estimated_value and self.estimated_equity:
return int((self.estimated_equity / self.estimated_value) * 100)
return 0
def is_high_equity(self, threshold=50):
"""Determine if property has high equity"""
equity_pct = self.calculate_equity_percentage()
return equity_pct >= threshold
def get_equity_tier(self):
"""Classify equity tier"""
equity_pct = self.calculate_equity_percentage()
if equity_pct >= 70:
return 'high'
elif equity_pct >= 40:
return 'medium'
else:
return 'low'
def has_valid_coordinates(self):
"""Check if property has valid geographic coordinates"""
if self.longitude and self.latitude:
return -180 <= self.longitude <= 180 and -90 <= self.latitude <= 90
return False
def distance_to(self, other_property):
"""Calculate approximate distance to another property in miles"""
if not (self.has_valid_coordinates() and other_property.has_valid_coordinates()):
return None
# Simple haversine formula for distance calculation
from math import radians, sin, cos, sqrt, atan2
R = 3959 # Earth's radius in miles
lat1, lon1 = radians(float(self.latitude)), radians(float(self.longitude))
lat2, lon2 = radians(float(other_property.latitude)), radians(float(other_property.longitude))
dlat = lat2 - lat1
dlon = lon2 - lon1
a = sin(dlat/2)**2 + cos(lat1) * cos(lat2) * sin(dlon/2)**2
c = 2 * atan2(sqrt(a), sqrt(1-a))
return R * c
@classmethod
def bulk_create(cls, properties_data):
"""Bulk create properties for efficient imports"""
properties = []
for data in properties_data:
prop = cls(**data)
db.session.add(prop)
properties.append(prop)
db.session.flush() # Get IDs without committing
return properties
@classmethod
def bulk_update(cls, properties, update_data):
"""Bulk update properties"""
prop_ids = [p.id for p in properties]
updated = cls.query.filter(cls.id.in_(prop_ids)).update(
update_data, synchronize_session=False
)
db.session.flush()
return updated
class Job(db.Model):
id = db.Column(db.Integer, primary_key=True)
description = db.Column(db.Text, nullable=False)
status = db.Column(db.String(20), default='Active')
completed_at = db.Column(db.DateTime, nullable=True)
property_id = db.Column(db.Integer, db.ForeignKey('property.id'), nullable=False)
quotes = db.relationship('Quote', backref='job', lazy=True, cascade="all, delete-orphan")
invoices = db.relationship('Invoice', backref='job', lazy=True, cascade="all, delete-orphan")
# Add relationship to Appointment if it's not already there implicitly
# appointments = db.relationship('Appointment', backref='job', lazy=True) # This would be on Job if Appointment had job_id
class Appointment(db.Model):
id = db.Column(db.Integer, primary_key=True)
title = db.Column(db.String(100), nullable=False)
description = db.Column(db.Text, nullable=True)
date = db.Column(db.Date, nullable=False)
time = db.Column(db.Time, nullable=False)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id'), nullable=False)
google_calendar_event_id = db.Column(db.String(200), nullable=True)
# ADDED THIS LINE: Foreign key to Job model
job_id = db.Column(db.Integer, db.ForeignKey('job.id'), nullable=True) # Made nullable as not all appts might have a job
job = db.relationship('Job', backref='appointments_rel') # Define relationship
class Product(db.Model):
__tablename__ = 'product'
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(200), nullable=False)
description = db.Column(db.Text, nullable=True)
# QuickBooks fields
quickbooks_item_id = db.Column(db.String(50), unique=True, nullable=True)
quickbooks_sync_token = db.Column(db.String(50), nullable=True)
item_type = db.Column(db.String(20), nullable=False, default='service') # 'service', 'inventory', 'non_inventory'
# Pricing
unit_price = db.Column(db.Numeric(10, 2), nullable=True)
cost = db.Column(db.Numeric(10, 2), nullable=True)
# Inventory tracking
quantity_on_hand = db.Column(db.Integer, nullable=True)
reorder_point = db.Column(db.Integer, nullable=True)
# Tax and accounting
taxable = db.Column(db.Boolean, default=True)
income_account = db.Column(db.String(100), nullable=True)
expense_account = db.Column(db.String(100), nullable=True)
# Status
active = db.Column(db.Boolean, default=True)
created_at = db.Column(db.DateTime, default=datetime.utcnow)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
# Keep alias for backward compatibility
ProductService = Product
class QuoteLineItem(db.Model):
__tablename__ = 'quote_line_item'
id = db.Column(db.Integer, primary_key=True)
quote_id = db.Column(db.Integer, db.ForeignKey('quote.id'), nullable=False)
product_id = db.Column(db.Integer, db.ForeignKey('product.id'), nullable=True)
# Item details
description = db.Column(db.Text, nullable=False)
quantity = db.Column(db.Numeric(10, 2), default=1)
unit_price = db.Column(db.Numeric(10, 2), nullable=False)
line_total = db.Column(db.Numeric(10, 2), nullable=False)
# QB fields
quickbooks_line_id = db.Column(db.String(50), nullable=True)
product = db.relationship('Product', backref='quote_items')
class Quote(db.Model):
__tablename__ = 'quote'
id = db.Column(db.Integer, primary_key=True)
status = db.Column(db.String(20), default='Draft')
job_id = db.Column(db.Integer, db.ForeignKey('job.id'), nullable=False)
# QuickBooks integration
quickbooks_estimate_id = db.Column(db.String(50), nullable=True, unique=True)
quickbooks_sync_token = db.Column(db.String(50), nullable=True)
# Enhanced financial fields
subtotal = db.Column(db.Numeric(10, 2), default=0)
tax_amount = db.Column(db.Numeric(10, 2), default=0)
total_amount = db.Column(db.Numeric(10, 2), default=0)
# Terms and conditions
payment_terms = db.Column(db.String(50), nullable=True)
due_date = db.Column(db.Date, nullable=True)
expiration_date = db.Column(db.Date, nullable=True)
# Timestamps
created_at = db.Column(db.DateTime, default=datetime.utcnow)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
line_items = db.relationship('QuoteLineItem', backref='quote', lazy=True, cascade="all, delete-orphan")
class Invoice(db.Model):
__tablename__ = 'invoice'
id = db.Column(db.Integer, primary_key=True)
status = db.Column(db.String(20), default='Draft')
job_id = db.Column(db.Integer, db.ForeignKey('job.id'), nullable=False)
# QuickBooks integration
quickbooks_invoice_id = db.Column(db.String(50), nullable=True, unique=True)
quickbooks_sync_token = db.Column(db.String(50), nullable=True)
# Link to quote
quote_id = db.Column(db.Integer, db.ForeignKey('quote.id'), nullable=True)
# Enhanced financial fields
subtotal = db.Column(db.Numeric(10, 2), default=0)
tax_amount = db.Column(db.Numeric(10, 2), default=0)
total_amount = db.Column(db.Numeric(10, 2), default=0)
amount_paid = db.Column(db.Numeric(10, 2), default=0)
balance_due = db.Column(db.Numeric(10, 2), default=0)
# Dates
invoice_date = db.Column(db.Date, nullable=False, default=date.today)
due_date = db.Column(db.Date, nullable=False)
# Payment tracking
payment_status = db.Column(db.String(20), default='unpaid') # 'unpaid', 'partial', 'paid', 'overdue'
paid_date = db.Column(db.DateTime, nullable=True)
# Timestamps
created_at = db.Column(db.DateTime, default=datetime.utcnow)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
quote = db.relationship('Quote', backref='invoices')
invoice_items = db.relationship('InvoiceLineItem', backref='invoice', lazy=True, cascade="all, delete-orphan")
class InvoiceLineItem(db.Model):
__tablename__ = 'invoice_line_item'
id = db.Column(db.Integer, primary_key=True)
invoice_id = db.Column(db.Integer, db.ForeignKey('invoice.id'), nullable=False)
product_id = db.Column(db.Integer, db.ForeignKey('product.id'), nullable=True)
# Item details
description = db.Column(db.Text, nullable=False)
quantity = db.Column(db.Numeric(10, 2), default=1)
unit_price = db.Column(db.Numeric(10, 2), nullable=False)
line_total = db.Column(db.Numeric(10, 2), nullable=False)
# QB fields
quickbooks_line_id = db.Column(db.String(50), nullable=True)
product = db.relationship('Product', backref='invoice_items')
# --- ENHANCED: Activity Model (Unified Communication Model) ---
class Activity(db.Model):
# Core fields
id = db.Column(db.Integer, primary_key=True)
openphone_id = db.Column(db.String(100), unique=True)
conversation_id = db.Column(db.Integer, db.ForeignKey('conversation.id'))
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id'), nullable=True)
# Activity details
activity_type = db.Column(db.String(20)) # 'call', 'message', 'voicemail', 'email'
direction = db.Column(db.String(10)) # 'incoming', 'outgoing'
status = db.Column(db.String(50)) # 'answered', 'missed', 'delivered', 'completed', etc.
# Participants
from_number = db.Column(db.String(20), nullable=True)
to_numbers = db.Column(db.JSON, nullable=True) # Array for multiple recipients
user_id = db.Column(db.Integer, db.ForeignKey('user.id'), nullable=True)
phone_number_id = db.Column(db.String(100), nullable=True) # OpenPhone number used
# Message content
body = db.Column(db.Text, nullable=True)
media_urls = db.Column(db.JSON, nullable=True) # Array of media attachment URLs
# Email-specific fields
email_from = db.Column(db.String(120), nullable=True)
email_to = db.Column(db.JSON, nullable=True) # Array for multiple recipients
email_cc = db.Column(db.JSON, nullable=True)
email_bcc = db.Column(db.JSON, nullable=True)
email_subject = db.Column(db.String(200), nullable=True)
email_thread_id = db.Column(db.String(100), nullable=True)
smartlead_id = db.Column(db.String(100), nullable=True)
# Call-specific fields
duration_seconds = db.Column(db.Integer, nullable=True)
recording_url = db.Column(db.String(500), nullable=True)
voicemail_url = db.Column(db.String(500), nullable=True)
answered_at = db.Column(db.DateTime, nullable=True)
answered_by = db.Column(db.String(100), nullable=True) # User ID
completed_at = db.Column(db.DateTime, nullable=True)
initiated_by = db.Column(db.String(100), nullable=True) # User ID
forwarded_from = db.Column(db.String(100), nullable=True)
forwarded_to = db.Column(db.String(100), nullable=True)
# AI-generated content (stored in same model for unified view)
ai_summary = db.Column(db.Text, nullable=True) # Call summary
ai_next_steps = db.Column(db.Text, nullable=True) # Recommended actions
ai_transcript = db.Column(db.JSON, nullable=True) # Call transcript dialogue
ai_content_status = db.Column(db.String(50), nullable=True) # 'pending', 'completed', 'failed'
# SMS Metrics tracking
activity_metadata = db.Column(db.JSON, nullable=True) # For bounce tracking and other metadata
# Campaign attribution
campaign_id = db.Column(db.Integer, db.ForeignKey('campaign.id', ondelete='SET NULL'), nullable=True, index=True)
# Timestamps
created_at = db.Column(db.DateTime)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
# Relationships
media_attachments = db.relationship('MediaAttachment', backref='activity', lazy=True, cascade="all, delete-orphan")
campaign = db.relationship('Campaign', backref=db.backref('activities', lazy='dynamic'))
class MediaAttachment(db.Model):
id = db.Column(db.Integer, primary_key=True)
# The foreign key now points to the 'activity' table
activity_id = db.Column(db.Integer, db.ForeignKey('activity.id'), nullable=False)
source_url = db.Column(db.String(500), nullable=False)
local_path = db.Column(db.String(500), nullable=True)
content_type = db.Column(db.String(100), nullable=True)
class Setting(db.Model):
id = db.Column(db.Integer, primary_key=True)
key = db.Column(db.String(100), unique=True, nullable=False)
value = db.Column(db.Text, nullable=False)
# --- NEW: WebhookEvent Model (for reliability) ---
class WebhookEvent(db.Model):
id = db.Column(db.Integer, primary_key=True)
event_id = db.Column(db.String(100), unique=True) # OpenPhone event ID
event_type = db.Column(db.String(50)) # 'message.new', 'call.completed', etc.
api_version = db.Column(db.String(10)) # 'v1', 'v2', 'v4'
payload = db.Column(db.JSON) # Full webhook payload for reprocessing
processed = db.Column(db.Boolean, default=False)
processed_at = db.Column(db.DateTime, nullable=True)
error_message = db.Column(db.Text, nullable=True)
created_at = db.Column(db.DateTime, default=datetime.utcnow)
# --- NEW: Campaign Model (Enhanced) ---
class Campaign(db.Model):
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(200))
created_at = db.Column(db.DateTime, default=datetime.utcnow)
status = db.Column(db.String(20), default='draft') # 'draft', 'running', 'paused', 'complete', 'scheduled'
template_a = db.Column(db.Text) # A/B test variant A
template_b = db.Column(db.Text, nullable=True) # A/B test variant B
quiet_hours_start = db.Column(db.Time, default=time(20, 0)) # 8 PM
quiet_hours_end = db.Column(db.Time, default=time(9, 0)) # 9 AM
on_existing_contact = db.Column(db.String(50), default='ignore') # 'ignore', 'flag_for_review', 'adapt_script'
# NEW: Enhanced campaign features
campaign_type = db.Column(db.String(20), default='blast') # 'blast', 'automated', 'ab_test'
audience_type = db.Column(db.String(20), default='mixed') # 'cold', 'customer', 'mixed'
daily_limit = db.Column(db.Integer, default=125)
business_hours_only = db.Column(db.Boolean, default=True)
ab_config = db.Column(db.JSON, nullable=True) # A/B test configuration
channel = db.Column(db.String(10), default='sms') # 'sms', 'email'
# List management
list_id = db.Column(db.Integer, db.ForeignKey('campaign_list.id'), nullable=True)
# Contact history handling
adapt_script_template = db.Column(db.Text, nullable=True) # Template for previously contacted
days_between_contacts = db.Column(db.Integer, default=30) # Minimum days before recontacting
# Phase 3C: Campaign Scheduling fields
scheduled_at = db.Column(db.DateTime, nullable=True) # When the campaign should run
timezone = db.Column(db.String(50), default='UTC') # Timezone for scheduling
recurrence_pattern = db.Column(db.JSON, nullable=True) # Recurring campaign configuration
next_run_at = db.Column(db.DateTime, nullable=True) # Next execution time for recurring campaigns
is_recurring = db.Column(db.Boolean, default=False) # Whether this is a recurring campaign
parent_campaign_id = db.Column(db.Integer, db.ForeignKey('campaign.id'), nullable=True) # For duplicated campaigns
archived = db.Column(db.Boolean, default=False) # Whether the campaign is archived
archived_at = db.Column(db.DateTime, nullable=True) # When the campaign was archived
# Relationships
memberships = db.relationship('CampaignMembership', backref='campaign', lazy=True, cascade="all, delete-orphan")
parent_campaign = db.relationship('Campaign', remote_side=[id], backref=db.backref('child_campaigns', lazy='dynamic'))
# --- NEW: CampaignMembership Model (Enhanced) ---
class CampaignMembership(db.Model):
id = db.Column(db.Integer, primary_key=True)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id'))
campaign_id = db.Column(db.Integer, db.ForeignKey('campaign.id'))
status = db.Column(db.String(50), default='pending') # 'pending', 'sent', 'failed', 'replied_positive', 'replied_negative', 'suppressed'
variant_sent = db.Column(db.String(1), nullable=True) # 'A' or 'B'
sent_at = db.Column(db.DateTime, nullable=True)
sent_activity_id = db.Column(db.Integer, db.ForeignKey('activity.id'), nullable=True)
reply_activity_id = db.Column(db.Integer, db.ForeignKey('activity.id'), nullable=True)
# NEW: Enhanced tracking fields
pre_send_flags = db.Column(db.JSON, nullable=True) # Flags detected before sending
override_action = db.Column(db.String(20), nullable=True) # 'skip', 'modify_script', 'flag_review'
response_sentiment = db.Column(db.String(20), nullable=True) # 'positive', 'negative', 'neutral'
message_sent = db.Column(db.Text, nullable=True) # Actual message sent (for A/B tracking)
# Contact history tracking
previous_contact_date = db.Column(db.DateTime, nullable=True)
previous_contact_type = db.Column(db.String(50), nullable=True) # 'sms', 'email', 'call'
previous_response = db.Column(db.String(50), nullable=True) # 'positive', 'negative', 'no_response'
script_adapted = db.Column(db.Boolean, default=False)
# SMS Metrics tracking
membership_metadata = db.Column(db.JSON, nullable=True) # For bounce tracking and other metadata
contact = db.relationship('Contact', backref='campaign_memberships')
sent_activity = db.relationship('Activity', foreign_keys=[sent_activity_id], backref='sent_campaign_memberships')
reply_activity = db.relationship('Activity', foreign_keys=[reply_activity_id], backref='reply_campaign_memberships')
# --- NEW: ContactFlag Model (for opt-outs and compliance) ---
class ContactFlag(db.Model):
id = db.Column(db.Integer, primary_key=True)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id'), nullable=False)
flag_type = db.Column(db.String(50), nullable=False) # 'opted_out', 'office_number', 'recently_texted', 'do_not_contact'
flag_reason = db.Column(db.Text, nullable=True) # Human readable reason
applies_to = db.Column(db.String(20), default='sms') # 'sms', 'email', 'both'
created_at = db.Column(db.DateTime, default=datetime.utcnow)
expires_at = db.Column(db.DateTime, nullable=True) # For temporary flags like 'recently_texted'
created_by = db.Column(db.String(100), nullable=True) # Who/what created this flag
contact = db.relationship('Contact', backref='flags')
# --- CSV Import Tracking ---
class CSVImport(db.Model):
__tablename__ = 'csv_import'
id = db.Column(db.Integer, primary_key=True)
filename = db.Column(db.String(255), nullable=False)
imported_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow)
imported_by = db.Column(db.String(100), nullable=True)
total_rows = db.Column(db.Integer, nullable=True)
successful_imports = db.Column(db.Integer, nullable=True)
failed_imports = db.Column(db.Integer, nullable=True)
import_type = db.Column(db.String(50), nullable=True) # 'contacts', 'properties', etc.
import_metadata = db.Column(db.JSON, nullable=True)
# Update relationship to use association table
contacts = db.relationship('Contact', secondary='contact_csv_import', back_populates='csv_imports', lazy=True)
# --- NEW: Association table for many-to-many relationship between contacts and CSV imports ---
class ContactCSVImport(db.Model):
__tablename__ = 'contact_csv_import'
id = db.Column(db.Integer, primary_key=True)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id', ondelete='CASCADE'), nullable=False)
csv_import_id = db.Column(db.Integer, db.ForeignKey('csv_import.id', ondelete='CASCADE'), nullable=False)
created_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow)
is_new = db.Column(db.Boolean, default=True) # Was this a new contact or existing?
data_updated = db.Column(db.JSON, nullable=True) # Track what fields were updated
__table_args__ = (
db.UniqueConstraint('contact_id', 'csv_import_id', name='unique_contact_csv_import'),
)
# --- Campaign List Management ---
class CampaignList(db.Model):
__tablename__ = 'campaign_list'
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(200), nullable=False)
description = db.Column(db.Text, nullable=True)
created_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow)
updated_at = db.Column(db.DateTime, nullable=True, onupdate=datetime.utcnow)
created_by = db.Column(db.String(100), nullable=True)
filter_criteria = db.Column(db.JSON, nullable=True) # Store dynamic filter rules
is_dynamic = db.Column(db.Boolean, default=False) # Dynamic lists update automatically
members = db.relationship('CampaignListMember', backref='list', lazy=True, cascade="all, delete-orphan")
campaigns = db.relationship('Campaign', backref='list', lazy=True)
class CampaignListMember(db.Model):
__tablename__ = 'campaign_list_member'
id = db.Column(db.Integer, primary_key=True)
list_id = db.Column(db.Integer, db.ForeignKey('campaign_list.id', ondelete='CASCADE'), nullable=False)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id', ondelete='CASCADE'), nullable=False)
added_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow)
added_by = db.Column(db.String(100), nullable=True)
status = db.Column(db.String(50), default='active') # 'active', 'removed', 'suppressed'
import_metadata = db.Column(db.JSON, nullable=True)
contact = db.relationship('Contact', backref='list_memberships')
__table_args__ = (
db.UniqueConstraint('list_id', 'contact_id', name='unique_list_member'),
)
# --- QuickBooks Integration Models ---
class QuickBooksAuth(db.Model):
__tablename__ = 'quickbooks_auth'
id = db.Column(db.Integer, primary_key=True)
company_id = db.Column(db.String(50), unique=True, nullable=False) # QB Company ID
access_token = db.Column(db.Text, nullable=False) # Encrypted
refresh_token = db.Column(db.Text, nullable=False) # Encrypted
expires_at = db.Column(db.DateTime, nullable=False)
created_at = db.Column(db.DateTime, default=datetime.utcnow)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
class QuickBooksSync(db.Model):
__tablename__ = 'quickbooks_sync'
id = db.Column(db.Integer, primary_key=True)
entity_type = db.Column(db.String(50), nullable=False) # 'customer', 'item', 'invoice', 'estimate'
entity_id = db.Column(db.String(50), nullable=False) # QB entity ID
local_id = db.Column(db.Integer, nullable=True) # Local CRM entity ID
local_table = db.Column(db.String(50), nullable=True) # Which local table (contact, product, invoice, quote)
sync_version = db.Column(db.String(50), nullable=True) # QB SyncToken
last_synced = db.Column(db.DateTime, default=datetime.utcnow)
sync_status = db.Column(db.String(20), default='pending') # 'pending', 'synced', 'error'
error_message = db.Column(db.Text, nullable=True)
__table_args__ = (
db.UniqueConstraint('entity_type', 'entity_id', name='unique_qb_entity'),
)
class Todo(db.Model):
"""Todo items for task management"""
__tablename__ = 'todos'
id = db.Column(db.Integer, primary_key=True)
title = db.Column(db.String(200), nullable=False)
description = db.Column(db.Text)
is_completed = db.Column(db.Boolean, default=False)
priority = db.Column(db.String(20), default='medium') # low, medium, high
due_date = db.Column(db.DateTime)
# Timestamps
created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
completed_at = db.Column(db.DateTime)
# User association (optional for now to avoid migration issues)
user_id = db.Column(db.Integer, nullable=True)
# Note: Foreign key relationship commented out to avoid migration issues
# user = db.relationship('User', backref='todos')
def __repr__(self):
return f'<Todo {self.id}: {self.title}>'
def mark_complete(self):
"""Mark todo as completed"""
self.is_completed = True
self.completed_at = utc_now()
def mark_incomplete(self):
"""Mark todo as incomplete"""
self.is_completed = False
self.completed_at = None
# --- Campaign Template Models ---
class TemplateCategory(str, Enum):
"""Categories for campaign templates"""
PROMOTIONAL = 'promotional'
REMINDER = 'reminder'
FOLLOW_UP = 'follow_up'
NOTIFICATION = 'notification'
CUSTOM = 'custom'
class TemplateStatus(str, Enum):
"""Status options for campaign templates"""
DRAFT = 'draft'
APPROVED = 'approved'
ACTIVE = 'active'
ARCHIVED = 'archived'
class CampaignTemplate(db.Model):
"""Campaign template for SMS messages"""
__tablename__ = 'campaign_templates'
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(200), nullable=False, unique=True)
content = db.Column(db.Text, nullable=False)
description = db.Column(db.Text)
category = db.Column(db.String(50), nullable=False, default=TemplateCategory.CUSTOM)
# Variables stored as JSON array
variables = db.Column(db.JSON, default=list)
# Status management
status = db.Column(db.String(20), nullable=False, default=TemplateStatus.DRAFT)
# Version management
version = db.Column(db.Integer, default=1, nullable=False)
parent_id = db.Column(db.Integer, db.ForeignKey('campaign_templates.id'), nullable=True)
# Usage tracking
is_active = db.Column(db.Boolean, default=True)
usage_count = db.Column(db.Integer, default=0)
last_used_at = db.Column(db.DateTime)
# Approval tracking
approved_by = db.Column(db.String(100))
approved_at = db.Column(db.DateTime)
archived_at = db.Column(db.DateTime)
activated_at = db.Column(db.DateTime)
# Audit fields
created_by = db.Column(db.String(100))
created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
# Relationships
parent_template = db.relationship('CampaignTemplate', remote_side=[id], backref='versions')
def __repr__(self):
return f'<CampaignTemplate {self.id}: {self.name} v{self.version}>'
def to_dict(self):
"""Convert template to dictionary"""
return {
'id': self.id,
'name': self.name,
'content': self.content,
'description': self.description,
'category': self.category,
'variables': self.variables or [],
'status': self.status,
'version': self.version,
'parent_id': self.parent_id,
'is_active': self.is_active,
'usage_count': self.usage_count,
'last_used_at': self.last_used_at.isoformat() if self.last_used_at else None,
'created_at': self.created_at.isoformat() if self.created_at else None,
'updated_at': self.updated_at.isoformat() if self.updated_at else None
}
class FailedWebhookQueue(db.Model):
"""Failed webhook queue for error recovery and retry management (P1-16)"""
__tablename__ = 'failed_webhook_queue'
id = db.Column(db.Integer, primary_key=True)
event_id = db.Column(db.String(100), nullable=False, index=True)
event_type = db.Column(db.String(50), nullable=False, index=True)
original_payload = db.Column(db.JSON, nullable=False)
error_message = db.Column(db.Text, nullable=False)
# Retry configuration
retry_count = db.Column(db.Integer, nullable=False, default=0)
max_retries = db.Column(db.Integer, nullable=False, default=5)
backoff_multiplier = db.Column(db.DECIMAL(precision=3, scale=1), nullable=False, default=2.0)
base_delay_seconds = db.Column(db.Integer, nullable=False, default=60)
# Retry timing
next_retry_at = db.Column(db.DateTime, nullable=True, index=True)
last_retry_at = db.Column(db.DateTime, nullable=True)
# Resolution tracking
resolved = db.Column(db.Boolean, nullable=False, default=False, index=True)
resolved_at = db.Column(db.DateTime, nullable=True)
resolution_note = db.Column(db.Text, nullable=True)
# Timestamps
created_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow, index=True)
updated_at = db.Column(db.DateTime, nullable=True, onupdate=datetime.utcnow)
def __repr__(self):
return f'<FailedWebhookQueue {self.id}: {self.event_id} ({self.retry_count}/{self.max_retries})>'
def calculate_next_retry_time(self) -> datetime:
"""Calculate next retry time using exponential backoff"""
from decimal import Decimal
delay_seconds = self.base_delay_seconds * (Decimal(str(self.backoff_multiplier)) ** self.retry_count)
return utc_now() + timedelta(seconds=int(delay_seconds))
def is_retry_exhausted(self) -> bool:
"""Check if retry attempts are exhausted"""
return self.retry_count >= self.max_retries
def can_retry_now(self) -> bool:
"""Check if webhook can be retried now"""
from utils.datetime_utils import utc_now
if self.is_retry_exhausted():
return False
if self.next_retry_at is None:
return True
return utc_now() >= self.next_retry_at
def can_retry_now(self) -> bool:
"""Check if webhook can be retried now"""
if self.resolved or self.is_retry_exhausted():
return False
if self.next_retry_at is None:
return True
return utc_now() >= self.next_retry_at
# --- Opt-Out Management ---
class OptOutAudit(db.Model):
"""Audit trail for all opt-out and opt-in events"""
__tablename__ = 'opt_out_audit'
id = db.Column(db.Integer, primary_key=True)
contact_id = db.Column(db.Integer, db.ForeignKey('contact.id'), nullable=False)
phone_number = db.Column(db.String(20), nullable=False) # Store for reference even if contact deleted
contact_name = db.Column(db.String(100), nullable=True) # Store for reference
# Event details
opt_out_method = db.Column(db.String(50), nullable=False) # 'sms_keyword', 'sms_opt_in', 'manual', 'web_form'
keyword_used = db.Column(db.String(50), nullable=True) # The actual keyword that triggered it
source = db.Column(db.String(100), nullable=True) # 'webhook', 'api', 'admin_ui', etc.
# Related entities
campaign_id = db.Column(db.Integer, db.ForeignKey('campaign.id'), nullable=True) # If triggered by campaign response
message_id = db.Column(db.String(100), nullable=True) # OpenPhone message ID if applicable
# Timestamps
created_at = db.Column(db.DateTime, nullable=False, default=datetime.utcnow)
# Relationships