bottleneckcrm/backend/cases/models.py

303 lines
9.9 KiB
Python

from datetime import timedelta
from django.core.exceptions import ValidationError
from django.db import models
from django.utils import timezone
from django.utils.translation import gettext_lazy as _
from django.utils.translation import pgettext_lazy
from accounts.models import Account
from common.base import AssignableMixin, BaseModel
from common.models import Org, Profile, Tags, Teams
from common.utils import CASE_TYPE, PRIORITY_CHOICE, STATUS_CHOICE
from contacts.models import Contact
# Cleanup notes:
# - Removed 'created_on_arrow' property from Case and Solution (frontend computes its own timestamps)
# - Fixed case_type default from "" to None (empty string is bad default for nullable field)
class Case(AssignableMixin, BaseModel):
name = models.CharField(pgettext_lazy("Name of the case", "Name"), max_length=64)
status = models.CharField(choices=STATUS_CHOICE, max_length=64)
priority = models.CharField(choices=PRIORITY_CHOICE, max_length=64)
case_type = models.CharField(
choices=CASE_TYPE, max_length=255, blank=True, null=True, default=None
)
account = models.ForeignKey(
Account,
on_delete=models.CASCADE,
blank=True,
null=True,
related_name="accounts_cases",
)
contacts = models.ManyToManyField(Contact, related_name="case_contacts")
closed_on = models.DateField(blank=True, null=True)
description = models.TextField(blank=True, null=True)
assigned_to = models.ManyToManyField(Profile, related_name="case_assigned_users")
is_active = models.BooleanField(default=True)
teams = models.ManyToManyField(Teams, related_name="cases_teams")
tags = models.ManyToManyField(Tags, related_name="case_tags", blank=True)
org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="cases")
# SLA Tracking Fields
first_response_at = models.DateTimeField(
_("First Response At"), blank=True, null=True
)
resolved_at = models.DateTimeField(_("Resolved At"), blank=True, null=True)
sla_first_response_hours = models.PositiveIntegerField(
_("First Response SLA (hours)"),
default=4,
help_text="Target hours for first response",
)
sla_resolution_hours = models.PositiveIntegerField(
_("Resolution SLA (hours)"),
default=24,
help_text="Target hours for resolution",
)
# Kanban/Pipeline support
stage = models.ForeignKey(
"CaseStage",
on_delete=models.SET_NULL,
null=True,
blank=True,
related_name="cases",
help_text="Current pipeline stage (null = use status-based kanban)",
)
kanban_order = models.DecimalField(
_("Kanban Order"),
max_digits=15,
decimal_places=6,
default=0,
help_text="Order within the kanban column for drag-drop positioning",
)
class Meta:
verbose_name = "Case"
verbose_name_plural = "Cases"
db_table = "case"
ordering = ("-created_at",)
indexes = [
models.Index(fields=["status"]),
models.Index(fields=["priority"]),
models.Index(fields=["org", "-created_at"]),
models.Index(fields=["stage", "kanban_order"]),
models.Index(fields=["status", "kanban_order"]),
]
def __str__(self):
return f"{self.name}"
def clean(self):
"""Validate case data."""
super().clean()
errors = {}
# Closed date required when status is Closed
if self.status == "Closed" and not self.closed_on:
errors["closed_on"] = _("Closed date is required when closing a case")
if errors:
raise ValidationError(errors)
def save(self, *args, **kwargs):
"""Auto-set SLA values based on priority for new cases."""
from .workflow import DEFAULT_FIRST_RESPONSE_SLA, DEFAULT_RESOLUTION_SLA
# Set default SLA based on priority for new cases
if not self.pk:
if self.sla_first_response_hours == 4: # Default value
self.sla_first_response_hours = DEFAULT_FIRST_RESPONSE_SLA.get(
self.priority, 4
)
if self.sla_resolution_hours == 24: # Default value
self.sla_resolution_hours = DEFAULT_RESOLUTION_SLA.get(
self.priority, 24
)
super().save(*args, **kwargs)
@property
def is_sla_first_response_breached(self) -> bool:
"""Check if first response SLA has been breached."""
if self.first_response_at:
return False
if not self.created_at:
return False
deadline = self.created_at + timedelta(hours=self.sla_first_response_hours)
return timezone.now() > deadline
@property
def is_sla_resolution_breached(self) -> bool:
"""Check if resolution SLA has been breached."""
if self.resolved_at:
return False
if not self.created_at:
return False
deadline = self.created_at + timedelta(hours=self.sla_resolution_hours)
return timezone.now() > deadline
@property
def first_response_sla_deadline(self):
"""Return the deadline for first response."""
if self.created_at:
return self.created_at + timedelta(hours=self.sla_first_response_hours)
return None
@property
def resolution_sla_deadline(self):
"""Return the deadline for resolution."""
if self.created_at:
return self.created_at + timedelta(hours=self.sla_resolution_hours)
return None
class Solution(BaseModel):
"""
Knowledge Base Solution
Solutions are reusable answers/guides that can be linked to cases.
They form a knowledge base for common issues and their resolutions.
"""
title = models.CharField(max_length=255)
description = models.TextField()
STATUS_CHOICES = [
("draft", "Draft"),
("reviewed", "Reviewed"),
("approved", "Approved"),
]
status = models.CharField(max_length=20, choices=STATUS_CHOICES, default="draft")
is_published = models.BooleanField(default=False)
# Organization relation
org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="solutions")
# Cases that use this solution
cases = models.ManyToManyField(Case, related_name="solutions", blank=True)
class Meta:
verbose_name = "Solution"
verbose_name_plural = "Solutions"
db_table = "solution"
ordering = ("-created_at",)
indexes = [
models.Index(fields=["status"]),
models.Index(fields=["is_published"]),
models.Index(fields=["org"]),
]
def __str__(self):
return self.title
def publish(self):
"""Publish the solution (must be approved first)"""
if self.status == "approved":
self.is_published = True
self.save()
def unpublish(self):
"""Unpublish the solution"""
self.is_published = False
self.save()
class CasePipeline(BaseModel):
"""
Custom pipeline for organizing cases into stages (Kanban columns).
Each organization can have multiple pipelines (e.g., Support, Engineering, Billing).
"""
name = models.CharField(_("Pipeline Name"), max_length=255)
description = models.TextField(_("Description"), blank=True, null=True)
org = models.ForeignKey(
Org, on_delete=models.CASCADE, related_name="case_pipelines"
)
is_default = models.BooleanField(
default=False,
help_text="If true, new cases without explicit pipeline go here",
)
is_active = models.BooleanField(default=True)
class Meta:
verbose_name = "Case Pipeline"
verbose_name_plural = "Case Pipelines"
db_table = "case_pipeline"
ordering = ("-is_default", "name")
indexes = [
models.Index(fields=["org", "-created_at"]),
]
constraints = [
models.UniqueConstraint(
fields=["org"],
condition=models.Q(is_default=True),
name="unique_default_case_pipeline_per_org",
)
]
def __str__(self):
return f"{self.name} ({self.org.name})"
class CaseStage(BaseModel):
"""
Stage within a Case Pipeline (Kanban column).
"""
STAGE_TYPE_CHOICES = [
("open", "Open"),
("closed", "Closed"),
("rejected", "Rejected"),
]
pipeline = models.ForeignKey(
CasePipeline, on_delete=models.CASCADE, related_name="stages"
)
name = models.CharField(_("Stage Name"), max_length=100)
order = models.PositiveIntegerField(default=0)
color = models.CharField(max_length=7, default="#6B7280") # Hex color
# Business logic fields
stage_type = models.CharField(
max_length=20, choices=STAGE_TYPE_CHOICES, default="open"
)
maps_to_status = models.CharField(
_("Maps to Status"),
max_length=64,
blank=True,
null=True,
choices=STATUS_CHOICE,
help_text="When case enters this stage, also update Case.status",
)
# Kanban features
wip_limit = models.PositiveIntegerField(
_("WIP Limit"),
null=True,
blank=True,
help_text="Maximum cases allowed in this stage (null = unlimited)",
)
org = models.ForeignKey(Org, on_delete=models.CASCADE, related_name="case_stages")
class Meta:
verbose_name = "Case Stage"
verbose_name_plural = "Case Stages"
db_table = "case_stage"
ordering = ("order",)
unique_together = ("pipeline", "name")
indexes = [
models.Index(fields=["org", "order"]),
models.Index(fields=["pipeline", "order"]),
]
def __str__(self):
return f"{self.pipeline.name} - {self.name}"
def save(self, *args, **kwargs):
if not self.org_id and self.pipeline_id:
self.org_id = self.pipeline.org_id
super().save(*args, **kwargs)