511 lines
16 KiB
Python
511 lines
16 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 func
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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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from app.services.cache import invalidate_search_cache
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from app.services.customers_search import apply_customer_filters, apply_customer_sorting, prepare_customer_csv_rows
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from app.services.query_utils import apply_sorting, paginate_with_total
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router = APIRouter()
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# Pydantic schemas for request/response
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from pydantic import BaseModel, EmailStr, Field
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from pydantic.config import ConfigDict
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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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model_config = ConfigDict(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] = Field(default_factory=list)
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model_config = ConfigDict(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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base_query = apply_customer_filters(
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base_query,
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search=search,
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group=group,
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state=state,
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groups=groups,
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states=states,
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)
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# Apply sorting (whitelisted fields only)
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base_query = apply_customer_sorting(base_query, sort_by=sort_by, sort_dir=sort_dir)
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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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base_query = apply_customer_filters(
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base_query,
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search=search,
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group=group,
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state=state,
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groups=groups,
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states=states,
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)
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base_query = apply_customer_sorting(base_query, sort_by=sort_by, sort_dir=sort_dir)
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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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header_row, rows = prepare_customer_csv_rows(customers, fields)
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writer.writerow(header_row)
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for row in rows:
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writer.writerow(row)
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output.seek(0)
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filename = "customers_export.csv"
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return StreamingResponse(
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output,
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media_type="text/csv",
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headers={
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"Content-Disposition": f"attachment; filename={filename}"
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},
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)
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except Exception as e:
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raise HTTPException(status_code=500, detail=f"Error exporting customers: {str(e)}")
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@router.get("/{customer_id}", response_model=CustomerResponse)
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async def get_customer(
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customer_id: str,
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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 specific customer by ID"""
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customer = db.query(Rolodex).options(joinedload(Rolodex.phone_numbers)).filter(
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Rolodex.id == customer_id
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).first()
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if not customer:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Customer not found"
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)
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return customer
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@router.post("/", response_model=CustomerResponse)
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async def create_customer(
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customer_data: CustomerCreate,
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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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"""Create new customer"""
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# Check if ID already exists
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existing = db.query(Rolodex).filter(Rolodex.id == customer_data.id).first()
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if existing:
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raise HTTPException(
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status_code=status.HTTP_400_BAD_REQUEST,
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detail="Customer ID already exists"
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)
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customer = Rolodex(**customer_data.model_dump())
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db.add(customer)
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db.commit()
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db.refresh(customer)
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try:
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await invalidate_search_cache()
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except Exception:
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pass
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return customer
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@router.put("/{customer_id}", response_model=CustomerResponse)
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async def update_customer(
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customer_id: str,
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customer_data: CustomerUpdate,
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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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"""Update customer"""
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customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
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if not customer:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Customer not found"
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)
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# Update fields
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for field, value in customer_data.model_dump(exclude_unset=True).items():
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setattr(customer, field, value)
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db.commit()
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db.refresh(customer)
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try:
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await invalidate_search_cache()
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except Exception:
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pass
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return customer
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@router.delete("/{customer_id}")
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async def delete_customer(
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customer_id: str,
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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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"""Delete customer"""
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customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
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if not customer:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Customer not found"
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)
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db.delete(customer)
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db.commit()
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try:
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await invalidate_search_cache()
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except Exception:
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pass
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return {"message": "Customer deleted successfully"}
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class PaginatedPhonesResponse(BaseModel):
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items: List[PhoneResponse]
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total: int
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@router.get("/{customer_id}/phones", response_model=Union[List[PhoneResponse], PaginatedPhonesResponse])
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async def get_customer_phones(
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customer_id: str,
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skip: int = Query(0, ge=0, description="Offset for pagination"),
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limit: int = Query(100, ge=1, le=1000, description="Page size"),
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sort_by: Optional[str] = Query("location", description="Sort by: location, phone"),
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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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"""Get customer phone numbers with optional sorting/pagination"""
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customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
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if not customer:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Customer not found"
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)
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query = db.query(Phone).filter(Phone.rolodex_id == customer_id)
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query = apply_sorting(
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query,
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sort_by,
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sort_dir,
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allowed={
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"location": [Phone.location, Phone.phone],
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"phone": [Phone.phone],
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},
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)
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phones, total = paginate_with_total(query, skip, limit, include_total)
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if include_total:
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return {"items": phones, "total": total or 0}
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return phones
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@router.post("/{customer_id}/phones", response_model=PhoneResponse)
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async def add_customer_phone(
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customer_id: str,
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phone_data: PhoneCreate,
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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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"""Add phone number to customer"""
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customer = db.query(Rolodex).filter(Rolodex.id == customer_id).first()
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if not customer:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Customer not found"
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)
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phone = Phone(
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rolodex_id=customer_id,
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location=phone_data.location,
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phone=phone_data.phone
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)
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db.add(phone)
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db.commit()
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db.refresh(phone)
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return phone
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@router.put("/{customer_id}/phones/{phone_id}", response_model=PhoneResponse)
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async def update_customer_phone(
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customer_id: str,
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phone_id: int,
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phone_data: PhoneCreate,
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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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"""Update customer phone number"""
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phone = db.query(Phone).filter(
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Phone.id == phone_id,
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Phone.rolodex_id == customer_id
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).first()
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if not phone:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Phone number not found"
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)
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phone.location = phone_data.location
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phone.phone = phone_data.phone
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db.commit()
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db.refresh(phone)
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return phone
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@router.delete("/{customer_id}/phones/{phone_id}")
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async def delete_customer_phone(
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customer_id: str,
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phone_id: int,
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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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"""Delete customer phone number"""
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phone = db.query(Phone).filter(
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Phone.id == phone_id,
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Phone.rolodex_id == customer_id
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).first()
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if not phone:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail="Phone number not found"
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)
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db.delete(phone)
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db.commit()
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return {"message": "Phone number deleted successfully"} |