621 lines
21 KiB
Python
621 lines
21 KiB
Python
"""
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Customer (Rolodex) API endpoints
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"""
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from typing import List, Optional, Union
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from fastapi import APIRouter, Depends, HTTPException, status, Query
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from sqlalchemy.orm import Session, joinedload
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from sqlalchemy import or_, and_, func, asc, desc
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from fastapi.responses import StreamingResponse
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import csv
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import io
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from app.database.base import get_db
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from app.models.rolodex import Rolodex, Phone
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from app.models.user import User
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from app.auth.security import get_current_user
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router = APIRouter()
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# Pydantic schemas for request/response
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from pydantic import BaseModel, EmailStr
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from datetime import date
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class PhoneCreate(BaseModel):
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location: Optional[str] = None
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phone: str
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class PhoneResponse(BaseModel):
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id: int
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location: Optional[str]
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phone: str
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class Config:
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from_attributes = True
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class CustomerBase(BaseModel):
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id: str
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last: str
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first: Optional[str] = None
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middle: Optional[str] = None
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prefix: Optional[str] = None
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suffix: Optional[str] = None
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title: Optional[str] = None
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group: Optional[str] = None
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a1: Optional[str] = None
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a2: Optional[str] = None
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a3: Optional[str] = None
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city: Optional[str] = None
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abrev: Optional[str] = None
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zip: Optional[str] = None
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email: Optional[EmailStr] = None
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dob: Optional[date] = None
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ss_number: Optional[str] = None
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legal_status: Optional[str] = None
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memo: Optional[str] = None
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class CustomerCreate(CustomerBase):
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pass
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class CustomerUpdate(BaseModel):
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last: Optional[str] = None
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first: Optional[str] = None
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middle: Optional[str] = None
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prefix: Optional[str] = None
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suffix: Optional[str] = None
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title: Optional[str] = None
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group: Optional[str] = None
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a1: Optional[str] = None
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a2: Optional[str] = None
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a3: Optional[str] = None
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city: Optional[str] = None
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abrev: Optional[str] = None
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zip: Optional[str] = None
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email: Optional[EmailStr] = None
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dob: Optional[date] = None
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ss_number: Optional[str] = None
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legal_status: Optional[str] = None
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memo: Optional[str] = None
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class CustomerResponse(CustomerBase):
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phone_numbers: List[PhoneResponse] = []
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class Config:
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from_attributes = True
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@router.get("/search/phone")
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async def search_by_phone(
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phone: str = Query(..., description="Phone number to search for"),
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db: Session = Depends(get_db),
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current_user: User = Depends(get_current_user)
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):
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"""Search customers by phone number (legacy phone search feature)"""
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phones = db.query(Phone).join(Rolodex).filter(
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Phone.phone.contains(phone)
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).options(joinedload(Phone.rolodex_entry)).all()
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results = []
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for phone_record in phones:
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results.append({
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"phone": phone_record.phone,
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"location": phone_record.location,
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"customer": {
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"id": phone_record.rolodex_entry.id,
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"name": f"{phone_record.rolodex_entry.first or ''} {phone_record.rolodex_entry.last}".strip(),
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"city": phone_record.rolodex_entry.city,
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"state": phone_record.rolodex_entry.abrev
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}
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})
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return results
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@router.get("/groups")
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async def get_customer_groups(
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db: Session = Depends(get_db),
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current_user: User = Depends(get_current_user)
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):
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"""Get list of customer groups for filtering"""
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groups = db.query(Rolodex.group).filter(
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Rolodex.group.isnot(None),
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Rolodex.group != ""
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).distinct().all()
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return [{"group": group[0]} for group in groups if group[0]]
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@router.get("/states")
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async def get_states(
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db: Session = Depends(get_db),
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current_user: User = Depends(get_current_user)
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):
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"""Get list of states used in the database"""
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states = db.query(Rolodex.abrev).filter(
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Rolodex.abrev.isnot(None),
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Rolodex.abrev != ""
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).distinct().all()
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return [{"state": state[0]} for state in states if state[0]]
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@router.get("/stats")
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async def get_customer_stats(
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db: Session = Depends(get_db),
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current_user: User = Depends(get_current_user)
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):
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"""Get customer database statistics"""
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total_customers = db.query(Rolodex).count()
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total_phones = db.query(Phone).count()
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customers_with_email = db.query(Rolodex).filter(
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Rolodex.email.isnot(None),
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Rolodex.email != ""
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).count()
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# Group breakdown
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group_stats = db.query(Rolodex.group, func.count(Rolodex.id)).filter(
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Rolodex.group.isnot(None),
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Rolodex.group != ""
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).group_by(Rolodex.group).all()
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return {
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"total_customers": total_customers,
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"total_phone_numbers": total_phones,
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"customers_with_email": customers_with_email,
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"group_breakdown": [{"group": group, "count": count} for group, count in group_stats]
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}
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class PaginatedCustomersResponse(BaseModel):
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items: List[CustomerResponse]
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total: int
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@router.get("/", response_model=Union[List[CustomerResponse], PaginatedCustomersResponse])
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async def list_customers(
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skip: int = Query(0, ge=0),
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limit: int = Query(50, ge=1, le=200),
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search: Optional[str] = Query(None),
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group: Optional[str] = Query(None, description="Filter by customer group (exact match)"),
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state: Optional[str] = Query(None, description="Filter by state abbreviation (exact match)"),
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groups: Optional[List[str]] = Query(None, description="Filter by multiple groups (repeat param)"),
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states: Optional[List[str]] = Query(None, description="Filter by multiple states (repeat param)"),
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sort_by: Optional[str] = Query("id", description="Sort field: id, name, city, email"),
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sort_dir: Optional[str] = Query("asc", description="Sort direction: asc or desc"),
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include_total: bool = Query(False, description="When true, returns {items, total} instead of a plain list"),
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db: Session = Depends(get_db),
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current_user: User = Depends(get_current_user)
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):
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"""List customers with pagination and search"""
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try:
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base_query = db.query(Rolodex)
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if search:
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s = (search or "").strip()
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s_lower = s.lower()
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tokens = [t for t in s_lower.split() if t]
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# Basic contains search on several fields (case-insensitive)
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contains_any = or_(
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func.lower(Rolodex.id).contains(s_lower),
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func.lower(Rolodex.last).contains(s_lower),
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func.lower(Rolodex.first).contains(s_lower),
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func.lower(Rolodex.middle).contains(s_lower),
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func.lower(Rolodex.city).contains(s_lower),
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func.lower(Rolodex.email).contains(s_lower),
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)
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# Multi-token name support: every token must match either first, middle, or last
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name_tokens = [
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or_(
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func.lower(Rolodex.first).contains(tok),
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func.lower(Rolodex.middle).contains(tok),
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func.lower(Rolodex.last).contains(tok),
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)
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for tok in tokens
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]
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combined = contains_any if not name_tokens else or_(contains_any, and_(*name_tokens))
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# Comma pattern: "Last, First"
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last_first_filter = None
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if "," in s_lower:
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last_part, first_part = [p.strip() for p in s_lower.split(",", 1)]
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if last_part and first_part:
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last_first_filter = and_(
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func.lower(Rolodex.last).contains(last_part),
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func.lower(Rolodex.first).contains(first_part),
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)
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elif last_part:
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last_first_filter = func.lower(Rolodex.last).contains(last_part)
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final_filter = or_(combined, last_first_filter) if last_first_filter is not None else combined
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base_query = base_query.filter(final_filter)
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# Apply group/state filters (support single and multi-select)
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effective_groups = [g for g in (groups or []) if g] or ([group] if group else [])
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if effective_groups:
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base_query = base_query.filter(Rolodex.group.in_(effective_groups))
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effective_states = [s for s in (states or []) if s] or ([state] if state else [])
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if effective_states:
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base_query = base_query.filter(Rolodex.abrev.in_(effective_states))
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# Apply sorting (whitelisted fields only)
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normalized_sort_by = (sort_by or "id").lower()
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normalized_sort_dir = (sort_dir or "asc").lower()
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is_desc = normalized_sort_dir == "desc"
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order_columns = []
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if normalized_sort_by == "id":
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order_columns = [Rolodex.id]
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elif normalized_sort_by == "name":
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# Sort by last, then first
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order_columns = [Rolodex.last, Rolodex.first]
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elif normalized_sort_by == "city":
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# Sort by city, then state abbreviation
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order_columns = [Rolodex.city, Rolodex.abrev]
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elif normalized_sort_by == "email":
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order_columns = [Rolodex.email]
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else:
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# Fallback to id to avoid arbitrary column injection
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order_columns = [Rolodex.id]
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# Case-insensitive ordering where applicable, preserving None ordering default
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ordered = []
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for col in order_columns:
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# Use lower() for string-like cols; SQLAlchemy will handle non-string safely enough for SQLite/Postgres
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expr = func.lower(col) if col.type.python_type in (str,) else col # type: ignore[attr-defined]
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ordered.append(desc(expr) if is_desc else asc(expr))
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if ordered:
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base_query = base_query.order_by(*ordered)
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customers = base_query.options(joinedload(Rolodex.phone_numbers)).offset(skip).limit(limit).all()
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if include_total:
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total = base_query.count()
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return {"items": customers, "total": total}
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return customers
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except Exception as e:
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raise HTTPException(status_code=500, detail=f"Error loading customers: {str(e)}")
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@router.get("/export")
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async def export_customers(
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# Optional pagination for exporting only current page; omit to export all
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skip: Optional[int] = Query(None, ge=0),
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limit: Optional[int] = Query(None, ge=1, le=1000000),
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search: Optional[str] = Query(None),
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group: Optional[str] = Query(None, description="Filter by customer group (exact match)"),
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state: Optional[str] = Query(None, description="Filter by state abbreviation (exact match)"),
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groups: Optional[List[str]] = Query(None, description="Filter by multiple groups (repeat param)"),
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states: Optional[List[str]] = Query(None, description="Filter by multiple states (repeat param)"),
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sort_by: Optional[str] = Query("id", description="Sort field: id, name, city, email"),
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sort_dir: Optional[str] = Query("asc", description="Sort direction: asc or desc"),
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fields: Optional[List[str]] = Query(None, description="CSV fields to include: id,name,group,city,state,phone,email"),
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export_all: bool = Query(False, description="When true, ignore skip/limit and export all matches"),
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db: Session = Depends(get_db),
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current_user: User = Depends(get_current_user)
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):
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"""Export customers as CSV respecting search, filters, and sorting.
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If skip/limit provided, exports that slice; otherwise exports all matches.
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"""
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try:
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base_query = db.query(Rolodex)
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if search:
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s = (search or "").strip()
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s_lower = s.lower()
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tokens = [t for t in s_lower.split() if t]
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contains_any = or_(
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func.lower(Rolodex.id).contains(s_lower),
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func.lower(Rolodex.last).contains(s_lower),
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func.lower(Rolodex.first).contains(s_lower),
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func.lower(Rolodex.middle).contains(s_lower),
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func.lower(Rolodex.city).contains(s_lower),
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func.lower(Rolodex.email).contains(s_lower),
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)
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name_tokens = [
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or_(
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func.lower(Rolodex.first).contains(tok),
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func.lower(Rolodex.middle).contains(tok),
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func.lower(Rolodex.last).contains(tok),
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)
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for tok in tokens
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]
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combined = contains_any if not name_tokens else or_(contains_any, and_(*name_tokens))
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last_first_filter = None
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if "," in s_lower:
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last_part, first_part = [p.strip() for p in s_lower.split(",", 1)]
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if last_part and first_part:
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last_first_filter = and_(
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func.lower(Rolodex.last).contains(last_part),
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func.lower(Rolodex.first).contains(first_part),
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)
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elif last_part:
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last_first_filter = func.lower(Rolodex.last).contains(last_part)
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final_filter = or_(combined, last_first_filter) if last_first_filter is not None else combined
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base_query = base_query.filter(final_filter)
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effective_groups = [g for g in (groups or []) if g] or ([group] if group else [])
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if effective_groups:
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base_query = base_query.filter(Rolodex.group.in_(effective_groups))
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effective_states = [s for s in (states or []) if s] or ([state] if state else [])
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if effective_states:
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base_query = base_query.filter(Rolodex.abrev.in_(effective_states))
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normalized_sort_by = (sort_by or "id").lower()
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normalized_sort_dir = (sort_dir or "asc").lower()
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is_desc = normalized_sort_dir == "desc"
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order_columns = []
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if normalized_sort_by == "id":
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order_columns = [Rolodex.id]
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elif normalized_sort_by == "name":
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order_columns = [Rolodex.last, Rolodex.first]
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elif normalized_sort_by == "city":
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order_columns = [Rolodex.city, Rolodex.abrev]
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elif normalized_sort_by == "email":
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order_columns = [Rolodex.email]
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else:
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order_columns = [Rolodex.id]
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ordered = []
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for col in order_columns:
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try:
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expr = func.lower(col) if col.type.python_type in (str,) else col # type: ignore[attr-defined]
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except Exception:
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expr = col
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ordered.append(desc(expr) if is_desc else asc(expr))
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if ordered:
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base_query = base_query.order_by(*ordered)
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if not export_all:
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if skip is not None:
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base_query = base_query.offset(skip)
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if limit is not None:
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base_query = base_query.limit(limit)
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customers = base_query.options(joinedload(Rolodex.phone_numbers)).all()
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# Prepare CSV
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output = io.StringIO()
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writer = csv.writer(output)
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allowed_fields_in_order = ["id", "name", "group", "city", "state", "phone", "email"]
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header_names = {
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"id": "Customer ID",
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"name": "Name",
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"group": "Group",
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"city": "City",
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"state": "State",
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"phone": "Primary Phone",
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"email": "Email",
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}
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requested = [f.lower() for f in (fields or []) if isinstance(f, str)]
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selected_fields = [f for f in allowed_fields_in_order if f in requested] if requested else allowed_fields_in_order
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if not selected_fields:
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selected_fields = allowed_fields_in_order
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writer.writerow([header_names[f] for f in selected_fields])
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for c in customers:
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full_name = f"{(c.first or '').strip()} {(c.last or '').strip()}".strip()
|
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primary_phone = ""
|
|
try:
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if c.phone_numbers:
|
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primary_phone = c.phone_numbers[0].phone or ""
|
|
except Exception:
|
|
primary_phone = ""
|
|
row_map = {
|
|
"id": c.id,
|
|
"name": full_name,
|
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"group": c.group or "",
|
|
"city": c.city or "",
|
|
"state": c.abrev or "",
|
|
"phone": primary_phone,
|
|
"email": c.email or "",
|
|
}
|
|
writer.writerow([row_map[f] for f in selected_fields])
|
|
|
|
output.seek(0)
|
|
filename = "customers_export.csv"
|
|
return StreamingResponse(
|
|
output,
|
|
media_type="text/csv",
|
|
headers={
|
|
"Content-Disposition": f"attachment; filename={filename}"
|
|
},
|
|
)
|
|
except Exception as e:
|
|
raise HTTPException(status_code=500, detail=f"Error exporting customers: {str(e)}")
|
|
|
|
|
|
@router.get("/{customer_id}", response_model=CustomerResponse)
|
|
async def get_customer(
|
|
customer_id: str,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Get specific customer by ID"""
|
|
customer = db.query(Rolodex).options(joinedload(Rolodex.phone_numbers)).filter(
|
|
Rolodex.id == customer_id
|
|
).first()
|
|
|
|
if not customer:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail="Customer not found"
|
|
)
|
|
|
|
return customer
|
|
|
|
|
|
@router.post("/", response_model=CustomerResponse)
|
|
async def create_customer(
|
|
customer_data: CustomerCreate,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Create new customer"""
|
|
# Check if ID already exists
|
|
existing = db.query(Rolodex).filter(Rolodex.id == customer_data.id).first()
|
|
if existing:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_400_BAD_REQUEST,
|
|
detail="Customer ID already exists"
|
|
)
|
|
|
|
customer = Rolodex(**customer_data.model_dump())
|
|
db.add(customer)
|
|
db.commit()
|
|
db.refresh(customer)
|
|
|
|
return customer
|
|
|
|
|
|
@router.put("/{customer_id}", response_model=CustomerResponse)
|
|
async def update_customer(
|
|
customer_id: str,
|
|
customer_data: CustomerUpdate,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Update customer"""
|
|
customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
|
|
|
|
if not customer:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail="Customer not found"
|
|
)
|
|
|
|
# Update fields
|
|
for field, value in customer_data.model_dump(exclude_unset=True).items():
|
|
setattr(customer, field, value)
|
|
|
|
db.commit()
|
|
db.refresh(customer)
|
|
|
|
return customer
|
|
|
|
|
|
@router.delete("/{customer_id}")
|
|
async def delete_customer(
|
|
customer_id: str,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Delete customer"""
|
|
customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
|
|
|
|
if not customer:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail="Customer not found"
|
|
)
|
|
|
|
db.delete(customer)
|
|
db.commit()
|
|
|
|
return {"message": "Customer deleted successfully"}
|
|
|
|
|
|
@router.get("/{customer_id}/phones", response_model=List[PhoneResponse])
|
|
async def get_customer_phones(
|
|
customer_id: str,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Get customer phone numbers"""
|
|
customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
|
|
|
|
if not customer:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail="Customer not found"
|
|
)
|
|
|
|
phones = db.query(Phone).filter(Phone.rolodex_id == customer_id).all()
|
|
return phones
|
|
|
|
|
|
@router.post("/{customer_id}/phones", response_model=PhoneResponse)
|
|
async def add_customer_phone(
|
|
customer_id: str,
|
|
phone_data: PhoneCreate,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Add phone number to customer"""
|
|
customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
|
|
|
|
if not customer:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail="Customer not found"
|
|
)
|
|
|
|
phone = Phone(
|
|
rolodex_id=customer_id,
|
|
location=phone_data.location,
|
|
phone=phone_data.phone
|
|
)
|
|
|
|
db.add(phone)
|
|
db.commit()
|
|
db.refresh(phone)
|
|
|
|
return phone
|
|
|
|
|
|
@router.put("/{customer_id}/phones/{phone_id}", response_model=PhoneResponse)
|
|
async def update_customer_phone(
|
|
customer_id: str,
|
|
phone_id: int,
|
|
phone_data: PhoneCreate,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Update customer phone number"""
|
|
phone = db.query(Phone).filter(
|
|
Phone.id == phone_id,
|
|
Phone.rolodex_id == customer_id
|
|
).first()
|
|
|
|
if not phone:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail="Phone number not found"
|
|
)
|
|
|
|
phone.location = phone_data.location
|
|
phone.phone = phone_data.phone
|
|
|
|
db.commit()
|
|
db.refresh(phone)
|
|
|
|
return phone
|
|
|
|
|
|
@router.delete("/{customer_id}/phones/{phone_id}")
|
|
async def delete_customer_phone(
|
|
customer_id: str,
|
|
phone_id: int,
|
|
db: Session = Depends(get_db),
|
|
current_user: User = Depends(get_current_user)
|
|
):
|
|
"""Delete customer phone number"""
|
|
phone = db.query(Phone).filter(
|
|
Phone.id == phone_id,
|
|
Phone.rolodex_id == customer_id
|
|
).first()
|
|
|
|
if not phone:
|
|
raise HTTPException(
|
|
status_code=status.HTTP_404_NOT_FOUND,
|
|
detail="Phone number not found"
|
|
)
|
|
|
|
db.delete(phone)
|
|
db.commit()
|
|
|
|
return {"message": "Phone number deleted successfully"} |