Samir Boulahtit
22ae63b414
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Move db.commit() from services to API endpoints and Celery tasks. Services now use db.flush() only; endpoints own the transaction. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
77 lines
2.2 KiB
Python
77 lines
2.2 KiB
Python
# app/modules/prospecting/services/interaction_service.py
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"""
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Interaction tracking service.
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Manages logging of all touchpoints with prospects:
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calls, emails, meetings, visits, notes, etc.
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"""
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import logging
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from datetime import date
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from sqlalchemy.orm import Session
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from app.modules.prospecting.models import ProspectInteraction
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logger = logging.getLogger(__name__)
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class InteractionService:
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"""Service for prospect interaction management."""
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def create(
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self,
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db: Session,
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prospect_id: int,
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user_id: int,
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data: dict,
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) -> ProspectInteraction:
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"""Log a new interaction."""
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interaction = ProspectInteraction(
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prospect_id=prospect_id,
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interaction_type=data["interaction_type"],
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subject=data.get("subject"),
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notes=data.get("notes"),
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outcome=data.get("outcome"),
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next_action=data.get("next_action"),
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next_action_date=data.get("next_action_date"),
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created_by_user_id=user_id,
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)
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db.add(interaction)
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db.flush()
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logger.info("Interaction logged for prospect %d: %s", prospect_id, data["interaction_type"])
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return interaction
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def get_for_prospect(
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self,
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db: Session,
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prospect_id: int,
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) -> list[ProspectInteraction]:
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"""Get all interactions for a prospect, newest first."""
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return (
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db.query(ProspectInteraction)
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.filter(ProspectInteraction.prospect_id == prospect_id)
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.order_by(ProspectInteraction.created_at.desc())
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.all()
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)
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def get_upcoming_actions(
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self,
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db: Session,
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*,
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before_date: date | None = None,
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) -> list[ProspectInteraction]:
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"""Get interactions with upcoming follow-up actions."""
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query = db.query(ProspectInteraction).filter(
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ProspectInteraction.next_action.isnot(None),
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ProspectInteraction.next_action_date.isnot(None),
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)
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if before_date:
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query = query.filter(ProspectInteraction.next_action_date <= before_date)
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return query.order_by(ProspectInteraction.next_action_date.asc()).all()
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interaction_service = InteractionService()
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