"""CRM linking for retail locations.""" from __future__ import annotations from typing import Any, Optional from app.db import execute, execute_returning, fetch_all, fetch_one def link_client_to_store( supermarket_id: int, client_id: int, deal_id: Optional[int] = None, relationship_type: str = "prospect", partnership_status: Optional[str] = None, notes: Optional[str] = None, ) -> dict[str, Any]: store = fetch_one("SELECT id FROM supermarkets WHERE id = %s", (supermarket_id,)) client = fetch_one("SELECT id, name FROM clients WHERE id = %s", (client_id,)) if not store or not client: raise ValueError("Store or client not found") row = execute_returning( """ INSERT INTO client_supermarket_links (client_id, supermarket_id, deal_id, relationship_type, notes) VALUES (%s, %s, %s, %s, %s) ON CONFLICT (client_id, supermarket_id) DO UPDATE SET deal_id = COALESCE(EXCLUDED.deal_id, client_supermarket_links.deal_id), relationship_type = EXCLUDED.relationship_type, notes = COALESCE(EXCLUDED.notes, client_supermarket_links.notes) RETURNING * """, (client_id, supermarket_id, deal_id, relationship_type, notes), ) if partnership_status: execute( """UPDATE supermarkets SET client_id = %s, deal_id = %s, partnership_status = %s, last_updated = NOW() WHERE id = %s""", (client_id, deal_id, partnership_status, supermarket_id), ) return dict(row or {}) def unlink_client_from_store(supermarket_id: int, client_id: int) -> bool: n = execute( "DELETE FROM client_supermarket_links WHERE supermarket_id = %s AND client_id = %s", (supermarket_id, client_id), ) execute( """UPDATE supermarkets SET client_id = NULL, deal_id = NULL, partnership_status = 'none', last_updated = NOW() WHERE id = %s AND client_id = %s""", (supermarket_id, client_id), ) return n > 0 def get_store_crm_context(supermarket_id: int) -> dict[str, Any]: links = fetch_all( """ SELECT l.*, c.name AS client_name, c.email AS client_email, c.contact AS client_contact, c.stage AS client_stage, d.title AS deal_title, d.value AS deal_value, d.stage AS deal_stage FROM client_supermarket_links l JOIN clients c ON c.id = l.client_id LEFT JOIN deals d ON d.id = l.deal_id WHERE l.supermarket_id = %s ORDER BY l.created_at DESC """, (supermarket_id,), ) contacts = fetch_all( "SELECT * FROM supermarket_contacts WHERE supermarket_id = %s ORDER BY confidence DESC", (supermarket_id,), ) profile = fetch_one("SELECT * FROM supermarket_profiles WHERE supermarket_id = %s", (supermarket_id,)) halal = fetch_all( "SELECT * FROM halal_certifications WHERE supermarket_id = %s ORDER BY matched_confidence DESC", (supermarket_id,), ) return { "links": [dict(x) for x in links], "contacts": [dict(x) for x in contacts], "profile": dict(profile) if profile else None, "halal_certifications": [dict(x) for x in halal], } def list_crm_options() -> dict[str, Any]: clients = fetch_all( "SELECT id, name, contact, email, stage, sector FROM clients ORDER BY name LIMIT 500" ) deals = fetch_all( """SELECT d.id, d.title, d.value, d.stage, d.client_id, c.name AS client_name FROM deals d LEFT JOIN clients c ON c.id = d.client_id WHERE d.stage NOT IN ('won','lost') ORDER BY d.updated_at DESC LIMIT 200""" ) return {"clients": [dict(c) for c in clients], "deals": [dict(d) for d in deals]} def get_client_retail_links(client_id: int) -> list[dict[str, Any]]: rows = fetch_all( """ SELECT s.id, s.name, s.chain, s.city, s.province, s.postcode, s.phone, s.email, s.partnership_status, s.halal_certified, s.has_halal_section, s.manager_name, l.relationship_type, l.notes AS link_notes, l.deal_id, l.created_at AS linked_at FROM client_supermarket_links l JOIN supermarkets s ON s.id = l.supermarket_id WHERE l.client_id = %s ORDER BY s.chain, s.city, s.name """, (client_id,), ) direct = fetch_all( """ SELECT s.id, s.name, s.chain, s.city, s.province, s.postcode, s.phone, s.email, s.partnership_status, s.halal_certified, s.has_halal_section, s.manager_name, 'direct' AS relationship_type, NULL AS link_notes, s.deal_id, s.last_updated AS linked_at FROM supermarkets s WHERE s.client_id = %s AND NOT EXISTS ( SELECT 1 FROM client_supermarket_links l WHERE l.supermarket_id = s.id AND l.client_id = s.client_id ) ORDER BY s.chain, s.city, s.name """, (client_id,), ) merged: dict[int, dict[str, Any]] = {} for row in list(rows) + list(direct): merged[int(row["id"])] = dict(row) return list(merged.values())