105 lines
3.8 KiB
Python
105 lines
3.8 KiB
Python
from django.db import models
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from django.db.models import Q
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from django.db.models.functions import Lower
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from django.utils.translation import gettext_lazy as _
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from common.base import SAMPLE_DATA_HELP_TEXT, AssignableMixin, BaseModel
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from common.models import Org, Profile, Tags, Teams
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from common.utils import COUNTRIES
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from common.validators import flexible_phone_validator
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class Contact(AssignableMixin, BaseModel):
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"""
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Contact model for CRM - Streamlined for modern sales workflow
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Based on Twenty CRM and Salesforce patterns
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"""
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# Core Contact Information
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first_name = models.CharField(_("First name"), max_length=255)
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last_name = models.CharField(_("Last name"), max_length=255)
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email = models.EmailField(_("Email"), blank=True, null=True)
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phone = models.CharField(
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_("Phone"),
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max_length=25,
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null=True,
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blank=True,
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validators=[flexible_phone_validator],
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)
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# Professional Information
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organization = models.CharField(_("Company"), max_length=255, blank=True, null=True)
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title = models.CharField(_("Job Title"), max_length=255, blank=True, null=True)
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department = models.CharField(
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_("Department"), max_length=255, blank=True, null=True
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)
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# Communication Preferences
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do_not_call = models.BooleanField(_("Do Not Call"), default=False)
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linkedin_url = models.URLField(_("LinkedIn URL"), blank=True, null=True)
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# Address (flat fields like Lead model)
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address_line = models.CharField(_("Address"), max_length=255, blank=True, null=True)
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city = models.CharField(_("City"), max_length=255, blank=True, null=True)
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state = models.CharField(_("State"), max_length=255, blank=True, null=True)
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postcode = models.CharField(_("Postal Code"), max_length=64, blank=True, null=True)
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country = models.CharField(
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_("Country"), max_length=3, choices=COUNTRIES, blank=True, null=True
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)
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# Assignment
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assigned_to = models.ManyToManyField(Profile, related_name="contact_assigned_users")
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teams = models.ManyToManyField(Teams, related_name="contact_teams")
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# Tags
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tags = models.ManyToManyField(Tags, related_name="contact_tags", blank=True)
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# Notes
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description = models.TextField(_("Notes"), blank=True, null=True)
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# System Fields
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is_active = models.BooleanField(default=True)
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is_sample = models.BooleanField(default=False, help_text=SAMPLE_DATA_HELP_TEXT)
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auto_created = models.BooleanField(
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default=False,
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help_text="True when the contact was created by an inbound channel "
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"(e.g. email-to-ticket) rather than a human; flagged for admin review.",
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)
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org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="contacts")
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# Account relationship (optional - contact can exist without an account)
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account = models.ForeignKey(
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"accounts.Account",
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on_delete=models.SET_NULL,
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null=True,
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blank=True,
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related_name="primary_contacts",
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help_text="Primary account this contact belongs to",
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)
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custom_fields = models.JSONField(
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default=dict,
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blank=True,
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help_text="Per-org schema extension; values are validated against common.CustomFieldDefinition.",
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)
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class Meta:
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verbose_name = "Contact"
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verbose_name_plural = "Contacts"
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db_table = "contacts"
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ordering = ("-created_at",)
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indexes = [
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models.Index(fields=["org", "-created_at"]),
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]
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constraints = [
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# Case-insensitive unique email per organization (when email is not null)
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models.UniqueConstraint(
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Lower("email"),
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"org",
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name="unique_contact_email_per_org",
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condition=Q(email__isnull=False) & ~Q(email=""),
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),
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]
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def __str__(self):
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return self.first_name
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