SysOps: voice-agy-webbuilder-backup — 2026-06-23 10:04 UTC

tools-api/app/export_intel_crm.py

@@ -0,0 +1,193 @@
+"""Push export market entities into Foodlinkk CRM (clients + deals)."""
+from __future__ import annotations
+
+from typing import Any, Optional
+
+from app.db import execute, execute_returning, fetch_one
+from app.export_halal_scoring import score_entity
+
+SECTOR_BY_TYPE: dict[str, str] = {
+    "distributor": "Export · Distributie",
+    "wholesaler": "Export · Groothandel",
+    "importer": "Export · Import",
+    "logistics": "Export · Logistiek",
+    "contract_caterer": "Export · Catering",
+    "restaurant": "Export · Horeca",
+    "doner_shoarma": "Export · Horeca",
+    "butcher": "Export · Slagerij",
+    "foodservice": "Export · Foodservice",
+}
+
+
+def _sector(entity_type: str) -> str:
+    return SECTOR_BY_TYPE.get(entity_type or "", "Export · B2B")
+
+
+def _contact_name(contacts: list[dict[str, Any]]) -> Optional[str]:
+    for c in contacts:
+        if c.get("name"):
+            return c["name"]
+    return None
+
+
+def _build_notes(ent: dict[str, Any], contacts: list[dict[str, Any]], halal_score: float) -> str:
+    lines = [
+        f"Wereldexport entity #{ent['id']}",
+        f"Type: {ent.get('entity_type')}",
+        f"Land: {ent.get('country_iso2')}",
+    ]
+    if ent.get("city"):
+        lines.append(f"Stad: {ent['city']}")
+    if ent.get("address_line"):
+        lines.append(f"Adres: {ent['address_line']}")
+    if ent.get("website"):
+        lines.append(f"Website: {ent['website']}")
+    if ent.get("phone"):
+        lines.append(f"Telefoon: {ent['phone']}")
+    lines.append(f"Halal-kans score: {halal_score}/100")
+    lines.append(f"OSM bron: {ent.get('source') or '—'}")
+    if contacts:
+        lines.append(f"Contacten in registry: {len(contacts)}")
+    lines.append("—")
+    lines.append("Aangemaakt vanuit Wereldexport · Foodlinkk B2B")
+    return "\n".join(lines)
+
+
+def push_entity_to_crm(
+    entity_id: int,
+    *,
+    create_deal: bool = True,
+    client_stage: str = "intake",
+    deal_stage: str = "lead",
+) -> dict[str, Any]:
+    ent = fetch_one("SELECT * FROM export_market_entities WHERE id = %s", (entity_id,))
+    if not ent:
+        return {"entity_id": entity_id, "status": "not_found"}
+
+    if ent.get("client_id"):
+        client = fetch_one("SELECT id, name FROM clients WHERE id = %s", (ent["client_id"],))
+        return {
+            "entity_id": entity_id,
+            "status": "already_linked",
+            "client_id": ent["client_id"],
+            "deal_id": ent.get("deal_id"),
+            "client_name": (client or {}).get("name"),
+        }
+
+    from app.db import fetch_all
+
+    contacts = fetch_all(
+        "SELECT * FROM export_entity_contacts WHERE entity_id = %s ORDER BY is_primary DESC, confidence DESC",
+        (entity_id,),
+    )
+    email = ent.get("email")
+    phone = ent.get("phone")
+    for c in contacts:
+        if not email and c.get("email"):
+            email = c["email"]
+        if not phone:
+            phone = c.get("phone") or c.get("mobile")
+
+    client_id: Optional[int] = None
+    status = "created"
+
+    if email:
+        existing = fetch_one(
+            "SELECT id, name FROM clients WHERE LOWER(email) = LOWER(%s) LIMIT 1",
+            (email,),
+        )
+        if existing:
+            client_id = existing["id"]
+            status = "linked_existing_email"
+
+    if client_id is None:
+        contact_label = _contact_name(contacts) or phone or email
+        halal_score, _ = score_entity({**ent, "contact_count": len(contacts)})
+        notes = _build_notes(ent, contacts, halal_score)
+        row = execute_returning(
+            """
+            INSERT INTO clients (name, contact, email, stage, sector, notes, updated_at)
+            VALUES (%s, %s, %s, %s, %s, %s, NOW())
+            RETURNING id
+            """,
+            (
+                ent["name"][:255],
+                (contact_label or "")[:255] or None,
+                (email or "")[:255] or None,
+                client_stage,
+                _sector(ent.get("entity_type") or ""),
+                notes,
+            ),
+        )
+        if not row:
+            return {"entity_id": entity_id, "status": "error", "error": "client_insert_failed"}
+        client_id = row["id"]
+
+    deal_id: Optional[int] = None
+    if create_deal and not ent.get("deal_id"):
+        country = ent.get("country_iso2") or ""
+        title = f"Export · {ent['name'][:180]} ({country})"
+        deal_row = execute_returning(
+            """
+            INSERT INTO deals (client_id, title, value, stage, agent_owner, next_action, updated_at)
+            VALUES (%s, %s, 0, %s, 'herman', %s, NOW())
+            RETURNING id
+            """,
+            (
+                client_id,
+                title[:255],
+                deal_stage,
+                f"Eerste outreach — Wereldexport entity #{entity_id}",
+            ),
+        )
+        if deal_row:
+            deal_id = deal_row["id"]
+
+    execute(
+        """
+        UPDATE export_market_entities
+        SET client_id = %s,
+            deal_id = COALESCE(%s, deal_id),
+            pipeline_stage = 'crm_linked',
+            crm_pushed_at = NOW(),
+            updated_at = NOW()
+        WHERE id = %s
+        """,
+        (client_id, deal_id, entity_id),
+    )
+
+    client = fetch_one("SELECT id, name FROM clients WHERE id = %s", (client_id,))
+    return {
+        "entity_id": entity_id,
+        "status": status,
+        "client_id": client_id,
+        "deal_id": deal_id,
+        "client_name": (client or {}).get("name"),
+    }
+
+
+def push_entities_to_crm(
+    entity_ids: list[int],
+    *,
+    create_deals: bool = True,
+    client_stage: str = "intake",
+    deal_stage: str = "lead",
+) -> dict[str, Any]:
+    results = [
+        push_entity_to_crm(
+            eid,
+            create_deal=create_deals,
+            client_stage=client_stage,
+            deal_stage=deal_stage,
+        )
+        for eid in entity_ids
+    ]
+    created = sum(1 for r in results if r.get("status") == "created")
+    linked = sum(1 for r in results if r.get("status") in ("linked_existing_email", "already_linked"))
+    return {
+        "results": results,
+        "total": len(results),
+        "created": created,
+        "linked_existing": linked,
+        "pushed": created + sum(1 for r in results if r.get("status") == "linked_existing_email"),
+    }