bmc_hub/app/customers/backend/router.py

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"""
Customers Router
API endpoints for customer management
Adapted from OmniSync for BMC Hub
"""
from fastapi import APIRouter, HTTPException, Query
from typing import List, Optional, Dict
from pydantic import BaseModel
import logging
from app.core.database import execute_query, execute_query_single
from app.services.cvr_service import get_cvr_service
from app.services.customer_activity_logger import CustomerActivityLogger
logger = logging.getLogger(__name__)
router = APIRouter()
# Pydantic Models
class CustomerBase(BaseModel):
name: str
cvr_number: Optional[str] = None
email: Optional[str] = None
phone: Optional[str] = None
address: Optional[str] = None
city: Optional[str] = None
postal_code: Optional[str] = None
country: Optional[str] = "DK"
website: Optional[str] = None
is_active: Optional[bool] = True
invoice_email: Optional[str] = None
mobile_phone: Optional[str] = None
class CustomerCreate(CustomerBase):
pass
class CustomerUpdate(BaseModel):
name: Optional[str] = None
cvr_number: Optional[str] = None
email: Optional[str] = None
phone: Optional[str] = None
address: Optional[str] = None
city: Optional[str] = None
postal_code: Optional[str] = None
country: Optional[str] = None
website: Optional[str] = None
is_active: Optional[bool] = None
invoice_email: Optional[str] = None
mobile_phone: Optional[str] = None
class ContactCreate(BaseModel):
first_name: str
last_name: str
email: Optional[str] = None
phone: Optional[str] = None
mobile: Optional[str] = None
title: Optional[str] = None
department: Optional[str] = None
is_primary: Optional[bool] = False
role: Optional[str] = None
@router.get("/customers")
async def list_customers(
limit: int = Query(default=50, ge=1, le=1000),
offset: int = Query(default=0, ge=0),
search: Optional[str] = Query(default=None),
source: Optional[str] = Query(default=None), # 'vtiger', 'local', or None
is_active: Optional[bool] = Query(default=None)
):
"""
List customers with pagination and filtering
Args:
limit: Maximum number of customers to return
offset: Number of customers to skip
search: Search term for name, email, cvr, phone, city
source: Filter by source ('vtiger' or 'local')
is_active: Filter by active status
"""
# Build query with primary contact info
query = """
SELECT
c.*,
COUNT(DISTINCT cc.contact_id) as contact_count,
CONCAT(pc.first_name, ' ', pc.last_name) as contact_name,
pc.email as contact_email,
COALESCE(pc.mobile, pc.phone) as contact_phone
FROM customers c
LEFT JOIN contact_companies cc ON cc.customer_id = c.id
LEFT JOIN LATERAL (
SELECT con.first_name, con.last_name, con.email, con.phone, con.mobile
FROM contact_companies ccomp
JOIN contacts con ON ccomp.contact_id = con.id
WHERE ccomp.customer_id = c.id
ORDER BY ccomp.is_primary DESC, con.id ASC
LIMIT 1
) pc ON true
WHERE 1=1
"""
params = []
# Add search filter
if search:
query += """ AND (
c.name ILIKE %s OR
c.email ILIKE %s OR
c.cvr_number ILIKE %s OR
c.phone ILIKE %s OR
c.city ILIKE %s
)"""
search_term = f"%{search}%"
params.extend([search_term] * 5)
# Add source filter
if source == 'vtiger':
query += " AND c.vtiger_id IS NOT NULL"
elif source == 'local':
query += " AND c.vtiger_id IS NULL"
# Add active filter
if is_active is not None:
query += " AND c.is_active = %s"
params.append(is_active)
query += """
GROUP BY c.id, pc.first_name, pc.last_name, pc.email, pc.phone, pc.mobile
ORDER BY c.name
LIMIT %s OFFSET %s
"""
params.extend([limit, offset])
rows = execute_query(query, tuple(params))
# Get total count
count_query = "SELECT COUNT(*) as total FROM customers WHERE 1=1"
count_params = []
if search:
count_query += """ AND (
name ILIKE %s OR
email ILIKE %s OR
cvr_number ILIKE %s OR
phone ILIKE %s OR
city ILIKE %s
)"""
count_params.extend([search_term] * 5)
if source == 'vtiger':
count_query += " AND vtiger_id IS NOT NULL"
elif source == 'local':
count_query += " AND vtiger_id IS NULL"
if is_active is not None:
count_query += " AND is_active = %s"
count_params.append(is_active)
count_result = execute_query_single(count_query, tuple(count_params))
total = count_result['total'] if count_result else 0
return {
"customers": rows or [],
"total": total,
"limit": limit,
"offset": offset
}
@router.get("/customers/verify-linking")
async def verify_customer_linking():
"""
🔍 Verificer kunde-linking tværs af systemer.
Krydstjek:
1. tmodule_customers Hub customers (via hub_customer_id)
2. Hub customers e-conomic (via economic_customer_number)
3. tmodule_customers e-conomic (via economic_customer_number match)
"""
try:
logger.info("🔍 Starting customer linking verification...")
# 1. Tmodule customers overview
tmodule_stats = execute_query_single("""
SELECT
COUNT(*) as total,
COUNT(hub_customer_id) as linked_to_hub,
COUNT(economic_customer_number) as has_economic_number
FROM tmodule_customers
""")
# 2. Hub customers overview
hub_stats = execute_query_single("""
SELECT
COUNT(*) as total,
COUNT(economic_customer_number) as has_economic_number,
COUNT(CASE WHEN economic_customer_number IS NOT NULL
AND economic_customer_number::text != ''
THEN 1 END) as valid_economic_number
FROM customers
""")
# 3. Find tmodule customers UDEN Hub link
tmodule_unlinked = execute_query("""
SELECT id, name, economic_customer_number, email
FROM tmodule_customers
WHERE hub_customer_id IS NULL
ORDER BY name
LIMIT 20
""")
# 4. Find tmodule customers med Hub link MEN Hub customer mangler economic number
tmodule_linked_but_no_economic = execute_query("""
SELECT
tc.id as tmodule_id,
tc.name as tmodule_name,
tc.economic_customer_number as tmodule_economic,
c.id as hub_id,
c.name as hub_name,
c.economic_customer_number as hub_economic
FROM tmodule_customers tc
JOIN customers c ON tc.hub_customer_id = c.id
WHERE c.economic_customer_number IS NULL
OR c.economic_customer_number::text = ''
LIMIT 20
""")
# 5. Find economic number mismatches
economic_mismatches = execute_query("""
SELECT
tc.id as tmodule_id,
tc.name as tmodule_name,
tc.economic_customer_number as tmodule_economic,
c.id as hub_id,
c.name as hub_name,
c.economic_customer_number as hub_economic
FROM tmodule_customers tc
JOIN customers c ON tc.hub_customer_id = c.id
WHERE tc.economic_customer_number IS NOT NULL
AND c.economic_customer_number IS NOT NULL
AND tc.economic_customer_number::text != c.economic_customer_number::text
LIMIT 20
""")
# 6. Find Hub customers der kunne matches på navn men ikke er linket
potential_name_matches = execute_query("""
SELECT
tc.id as tmodule_id,
tc.name as tmodule_name,
tc.economic_customer_number as tmodule_economic,
c.id as hub_id,
c.name as hub_name,
c.economic_customer_number as hub_economic
FROM tmodule_customers tc
JOIN customers c ON LOWER(TRIM(tc.name)) = LOWER(TRIM(c.name))
WHERE tc.hub_customer_id IS NULL
LIMIT 20
""")
# 7. Beregn health score
tmodule_link_pct = (tmodule_stats['linked_to_hub'] / tmodule_stats['total'] * 100) if tmodule_stats['total'] > 0 else 0
hub_economic_pct = (hub_stats['valid_economic_number'] / hub_stats['total'] * 100) if hub_stats['total'] > 0 else 0
health_score = (tmodule_link_pct * 0.6) + (hub_economic_pct * 0.4)
if health_score >= 90:
health_status = "excellent"
elif health_score >= 75:
health_status = "good"
elif health_score >= 50:
health_status = "fair"
else:
health_status = "poor"
result = {
"status": "success",
"health": {
"score": round(health_score, 1),
"status": health_status,
"description": f"{round(tmodule_link_pct, 1)}% tmodule linked, {round(hub_economic_pct, 1)}% hub has economic numbers"
},
"tmodule_customers": {
"total": tmodule_stats['total'],
"linked_to_hub": tmodule_stats['linked_to_hub'],
"has_economic_number": tmodule_stats['has_economic_number'],
"link_percentage": round(tmodule_link_pct, 1)
},
"hub_customers": {
"total": hub_stats['total'],
"has_economic_number": hub_stats['valid_economic_number'],
"economic_percentage": round(hub_economic_pct, 1)
},
"issues": {
"tmodule_unlinked_count": len(tmodule_unlinked),
"tmodule_unlinked_sample": tmodule_unlinked[:5],
"hub_missing_economic_count": len(tmodule_linked_but_no_economic),
"hub_missing_economic_sample": tmodule_linked_but_no_economic[:5],
"economic_mismatches_count": len(economic_mismatches),
"economic_mismatches_sample": economic_mismatches[:5],
"potential_name_matches_count": len(potential_name_matches),
"potential_name_matches_sample": potential_name_matches[:5]
},
"recommendations": []
}
# Generer anbefalinger
if len(tmodule_unlinked) > 0:
result["recommendations"].append({
"issue": "unlinked_tmodule_customers",
"count": len(tmodule_unlinked),
"action": "POST /api/v1/timetracking/sync/relink-customers",
"description": "Kør re-linking for at matche på economic_customer_number eller navn"
})
if len(tmodule_linked_but_no_economic) > 0:
result["recommendations"].append({
"issue": "hub_customers_missing_economic_number",
"count": len(tmodule_linked_but_no_economic),
"action": "POST /api/v1/customers/sync-economic-from-simplycrm",
"description": "Sync e-conomic numre fra Simply-CRM"
})
if len(economic_mismatches) > 0:
result["recommendations"].append({
"issue": "economic_number_mismatches",
"count": len(economic_mismatches),
"action": "Manual review required",
"description": "Forskellige e-conomic numre i tmodule vs hub - tjek data manuelt"
})
if len(potential_name_matches) > 0:
result["recommendations"].append({
"issue": "potential_name_matches",
"count": len(potential_name_matches),
"action": "POST /api/v1/timetracking/sync/relink-customers",
"description": "Disse kunder kunne linkes på navn"
})
logger.info(f"✅ Verification complete - Health: {health_status} ({health_score:.1f}%)")
return result
except Exception as e:
logger.error(f"❌ Verification failed: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.get("/customers/{customer_id}")
async def get_customer(customer_id: int):
"""Get single customer by ID with contact count and vTiger BMC Låst status"""
# Get customer
customer = execute_query_single(
"SELECT * FROM customers WHERE id = %s",
(customer_id,))
if not customer:
raise HTTPException(status_code=404, detail="Customer not found")
# Get contact count
contact_count_result = execute_query_single(
"SELECT COUNT(*) as count FROM contact_companies WHERE customer_id = %s",
(customer_id,))
contact_count = contact_count_result['count'] if contact_count_result else 0
# Get BMC Låst from vTiger if customer has vtiger_id
bmc_locked = False
if customer.get('vtiger_id'):
try:
from app.services.vtiger_service import get_vtiger_service
vtiger = get_vtiger_service()
account = await vtiger.get_account(customer['vtiger_id'])
if account:
# cf_accounts_bmclst is the BMC Låst field (checkbox: 1 = locked, 0 = not locked)
bmc_locked = account.get('cf_accounts_bmclst') == '1'
except Exception as e:
logger.error(f"❌ Error fetching BMC Låst status: {e}")
return {
**customer,
'contact_count': contact_count,
'bmc_locked': bmc_locked
}
@router.post("/customers")
async def create_customer(customer: CustomerCreate):
"""Create a new customer"""
try:
customer_id = execute_insert(
"""INSERT INTO customers
(name, cvr_number, email, phone, address, city, postal_code,
country, website, is_active, invoice_email, mobile_phone)
VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
RETURNING id""",
(
customer.name,
customer.cvr_number,
customer.email,
customer.phone,
customer.address,
customer.city,
customer.postal_code,
customer.country,
customer.website,
customer.is_active,
customer.invoice_email,
customer.mobile_phone
)
)
logger.info(f"✅ Created customer {customer_id}: {customer.name}")
# Log activity
CustomerActivityLogger.log_created(customer_id, customer.name)
# Fetch and return created customer
created = execute_query_single(
"SELECT * FROM customers WHERE id = %s",
(customer_id,))
return created
except Exception as e:
logger.error(f"❌ Failed to create customer: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.put("/customers/{customer_id}")
async def update_customer(customer_id: int, update: CustomerUpdate):
"""Update customer information"""
# Verify customer exists
existing = execute_query_single(
"SELECT id, name FROM customers WHERE id = %s",
(customer_id,))
if not existing:
raise HTTPException(status_code=404, detail="Customer not found")
# Build dynamic UPDATE query
updates = []
params = []
update_dict = update.dict(exclude_unset=True)
fields_changed = list(update_dict.keys())
for field, value in update_dict.items():
updates.append(f"{field} = %s")
params.append(value)
if not updates:
raise HTTPException(status_code=400, detail="No fields to update")
params.append(customer_id)
query = f"UPDATE customers SET {', '.join(updates)}, updated_at = CURRENT_TIMESTAMP WHERE id = %s"
try:
execute_update(query, tuple(params))
logger.info(f"✅ Updated customer {customer_id}")
# Log activity
CustomerActivityLogger.log_updated(customer_id, existing['name'], fields_changed)
# Fetch and return updated customer
updated = execute_query_single(
"SELECT * FROM customers WHERE id = %s",
(customer_id,))
return updated
except Exception as e:
logger.error(f"❌ Failed to update customer {customer_id}: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.post("/customers/sync-economic-from-simplycrm")
async def sync_economic_numbers_from_simplycrm():
"""
🔗 Sync e-conomic customer numbers fra Simply-CRM til Hub customers.
Henter cf_854 (economic_customer_number) fra Simply-CRM accounts og
opdaterer matching Hub customers baseret navn.
"""
try:
from app.services.simplycrm_service import SimplyCRMService
logger.info("🚀 Starting e-conomic number sync from Simply-CRM...")
stats = {
"simplycrm_accounts": 0,
"accounts_with_economic_number": 0,
"hub_customers_updated": 0,
"hub_customers_not_found": 0,
"errors": 0
}
async with SimplyCRMService() as simplycrm:
# Hent alle accounts fra Simply-CRM
logger.info("📥 Fetching accounts from Simply-CRM...")
# Først: Tjek hvilke felter der er tilgængelige
try:
test_query = "SELECT * FROM Accounts LIMIT 1;"
test_result = await simplycrm.query(test_query)
if test_result:
logger.info(f"📋 Available fields: {list(test_result[0].keys())}")
except Exception as e:
logger.warning(f"⚠️ Could not fetch sample fields: {e}")
# Query med standard felter + economic_acc_number
query = "SELECT id, accountname, economic_acc_number FROM Accounts LIMIT 5000;"
accounts = await simplycrm.query(query)
stats["simplycrm_accounts"] = len(accounts)
logger.info(f"✅ Found {len(accounts)} accounts in Simply-CRM")
if not accounts:
return {
"status": "success",
"message": "No accounts found in Simply-CRM",
"stats": stats
}
# Filter accounts med economic customer number
accounts_with_economic = []
for acc in accounts:
economic_number = acc.get('economic_acc_number')
if economic_number and str(economic_number).strip() not in ['', '0', 'null', 'NULL']:
accounts_with_economic.append({
'accountname': acc.get('accountname'),
'economic_number': str(economic_number).strip()
})
stats["accounts_with_economic_number"] = len(accounts_with_economic)
logger.info(f"{len(accounts_with_economic)} accounts have e-conomic customer numbers")
# Map company name → economic_customer_number
name_to_economic = {}
for acc_data in accounts_with_economic:
company_name = acc_data['accountname'].strip()
economic_number = acc_data['economic_number']
if company_name and economic_number:
# Normalize navn til lowercase for matching
name_key = company_name.lower()
name_to_economic[name_key] = {
'original_name': company_name,
'economic_customer_number': economic_number
}
logger.info(f"📊 Mapped {len(name_to_economic)} unique company names")
# Hent alle Hub customers
hub_customers = execute_query("SELECT id, name FROM customers")
logger.info(f"📊 Found {len(hub_customers)} customers in Hub")
# Build set af eksisterende kunde-navne (normalized)
existing_customer_names = {c['name'].strip().lower() for c in hub_customers}
# Find customers der mangler i Hub
missing_customers = []
for name_key, data in name_to_economic.items():
if name_key not in existing_customer_names:
missing_customers.append(data)
logger.info(f"📊 Found {len(missing_customers)} customers missing in Hub")
# Opret manglende customers
for missing in missing_customers:
try:
execute_query(
"""INSERT INTO customers (name, economic_customer_number, created_at, updated_at)
VALUES (%s, %s, NOW(), NOW())""",
(missing['original_name'], missing['economic_customer_number'])
)
logger.info(f" Created customer: {missing['original_name']} → e-conomic #{missing['economic_customer_number']}")
stats["hub_customers_created"] = stats.get("hub_customers_created", 0) + 1
except Exception as create_error:
logger.error(f"❌ Failed to create customer {missing['original_name']}: {create_error}")
stats["errors"] += 1
# Match og opdater eksisterende
for customer in hub_customers:
customer_name_key = customer['name'].strip().lower()
if customer_name_key in name_to_economic:
economic_data = name_to_economic[customer_name_key]
economic_number = economic_data['economic_customer_number']
try:
execute_query(
"""UPDATE customers
SET economic_customer_number = %s,
last_synced_at = NOW()
WHERE id = %s""",
(economic_number, customer['id'])
)
logger.info(f"✅ Updated {customer['name']} → e-conomic #{economic_number}")
stats["hub_customers_updated"] += 1
except Exception as update_error:
logger.error(f"❌ Failed to update customer {customer['id']}: {update_error}")
stats["errors"] += 1
else:
stats["hub_customers_not_found"] += 1
logger.info(f"✅ Sync complete: {stats}")
# Auto-link tmodule_customers after sync
try:
logger.info("🔗 Running auto-link for timetracking customers...")
link_results = execute_query("SELECT * FROM link_tmodule_customers_to_hub()")
logger.info(f"✅ Linked {len(link_results)} timetracking customers")
stats["tmodule_customers_linked"] = len(link_results)
except Exception as link_error:
logger.warning(f"⚠️ Auto-linking failed (non-critical): {link_error}")
return {
"status": "success",
"message": f"Synced {stats['hub_customers_updated']} existing customers and created {stats.get('hub_customers_created', 0)} new customers from Simply-CRM",
"stats": stats
}
except Exception as e:
logger.error(f"❌ Simply-CRM sync failed: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.post("/customers/{customer_id}/link-economic")
async def link_economic_customer(customer_id: int, link_request: dict):
"""Manually link customer to e-conomic customer number"""
try:
economic_customer_number = link_request.get('economic_customer_number')
if not economic_customer_number:
raise HTTPException(status_code=400, detail="economic_customer_number required")
# Get customer
customer = execute_query_single(
"SELECT id, name FROM customers WHERE id = %s",
(customer_id,))
if not customer:
raise HTTPException(status_code=404, detail="Customer not found")
# Update economic customer number
execute_query(
"UPDATE customers SET economic_customer_number = %s, last_synced_at = NOW() WHERE id = %s",
(economic_customer_number, customer_id)
)
logger.info(f"✅ Linked customer {customer_id} ({customer['name']}) to e-conomic #{economic_customer_number}")
return {
"status": "success",
"message": f"Kunde linket til e-conomic kundenr. {economic_customer_number}",
"customer_id": customer_id,
"economic_customer_number": economic_customer_number
}
except HTTPException:
raise
except Exception as e:
logger.error(f"❌ Failed to link customer {customer_id} to e-conomic: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.get("/customers/{customer_id}/search-economic")
async def search_economic_for_customer(customer_id: int, query: Optional[str] = None):
"""Search e-conomic for matching customers by name"""
try:
from app.services.economic_service import EconomicService
# Get customer
customer = execute_query_single(
"SELECT id, name FROM customers WHERE id = %s",
(customer_id,))
if not customer:
raise HTTPException(status_code=404, detail="Customer not found")
# Use provided query or customer name
search_query = query or customer['name']
# Search in e-conomic
economic = EconomicService()
results = await economic.search_customer_by_name(search_query)
return {
"status": "success",
"customer_id": customer_id,
"customer_name": customer['name'],
"search_query": search_query,
"results": [
{
"customerNumber": r.get('customerNumber'),
"name": r.get('name'),
"corporateIdentificationNumber": r.get('corporateIdentificationNumber'),
"email": r.get('email'),
"city": r.get('city')
}
for r in results
],
"count": len(results)
}
except HTTPException:
raise
except Exception as e:
logger.error(f"❌ Failed to search e-conomic for customer {customer_id}: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.post("/customers/{customer_id}/subscriptions/lock")
async def lock_customer_subscriptions(customer_id: int, lock_request: dict):
"""Lock/unlock subscriptions for customer in local DB - BMC Låst status controlled in vTiger"""
try:
locked = lock_request.get('locked', False)
# Get customer
customer = execute_query_single(
"SELECT id, name FROM customers WHERE id = %s",
(customer_id,))
if not customer:
raise HTTPException(status_code=404, detail="Customer not found")
# Update local database only
execute_update(
"UPDATE customers SET subscriptions_locked = %s WHERE id = %s",
(locked, customer_id)
)
logger.info(f"✅ Updated local subscriptions_locked={locked} for customer {customer_id}")
return {
"status": "success",
"message": f"Abonnementer er nu {'låst' if locked else 'låst op'} i BMC Hub",
"customer_id": customer_id,
"note": "BMC Låst status i vTiger skal sættes manuelt i vTiger"
}
except HTTPException:
raise
except Exception as e:
logger.error(f"❌ Error locking subscriptions: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.get("/customers/{customer_id}/contacts")
async def get_customer_contacts(customer_id: int):
"""Get all contacts for a specific customer"""
rows = execute_query("""
SELECT
c.*,
cc.is_primary,
cc.role,
cc.notes
FROM contacts c
JOIN contact_companies cc ON c.id = cc.contact_id
WHERE cc.customer_id = %s AND c.is_active = TRUE
ORDER BY cc.is_primary DESC, c.first_name, c.last_name
""", (customer_id,))
return rows or []
@router.post("/customers/{customer_id}/contacts")
async def create_customer_contact(customer_id: int, contact: ContactCreate):
"""Create a new contact for a customer"""
# Verify customer exists
customer = execute_query(
"SELECT id FROM customers WHERE id = %s",
(customer_id,))
if not customer:
raise HTTPException(status_code=404, detail="Customer not found")
try:
# Create contact
contact_id = execute_insert(
"""INSERT INTO contacts
(first_name, last_name, email, phone, mobile, title, department)
VALUES (%s, %s, %s, %s, %s, %s, %s)
RETURNING id""",
(
contact.first_name,
contact.last_name,
contact.email,
contact.phone,
contact.mobile,
contact.title,
contact.department
)
)
# Link contact to customer
execute_insert(
"""INSERT INTO contact_companies
(contact_id, customer_id, is_primary, role)
VALUES (%s, %s, %s, %s)""",
(contact_id, customer_id, contact.is_primary, contact.role)
)
logger.info(f"✅ Created contact {contact_id} for customer {customer_id}")
# Log activity
contact_name = f"{contact.first_name} {contact.last_name}".strip()
CustomerActivityLogger.log_contact_added(customer_id, contact_name)
# Fetch and return created contact
created = execute_query_single(
"SELECT * FROM contacts WHERE id = %s",
(contact_id,))
return created
except Exception as e:
logger.error(f"❌ Failed to create contact: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.get("/cvr/{cvr_number}")
async def lookup_cvr(cvr_number: str):
"""Lookup company information by CVR number"""
cvr_service = get_cvr_service()
result = await cvr_service.lookup_by_cvr(cvr_number)
if not result:
raise HTTPException(status_code=404, detail="CVR number not found")
return result
@router.get("/customers/{customer_id}/subscriptions")
async def get_customer_subscriptions(customer_id: int):
"""
Get subscriptions and sales orders for a customer
Returns data from vTiger:
1. Recurring Sales Orders (enable_recurring = 1)
2. Sales Orders with recurring_frequency (open status)
3. Recent Invoices for context
"""
from app.services.vtiger_service import get_vtiger_service
# Get customer with vTiger ID
customer = execute_query_single(
"SELECT id, name, vtiger_id FROM customers WHERE id = %s",
(customer_id,))
if not customer:
raise HTTPException(status_code=404, detail="Customer not found")
vtiger_id = customer.get('vtiger_id')
if not vtiger_id:
logger.warning(f"⚠️ Customer {customer_id} has no vTiger ID")
return {
"status": "no_vtiger_link",
"message": "Kunde er ikke synkroniseret med vTiger",
"recurring_orders": [],
"sales_orders": [],
"invoices": []
}
try:
vtiger = get_vtiger_service()
# Fetch all sales orders
logger.info(f"🔍 Fetching sales orders for vTiger account {vtiger_id}")
all_orders = await vtiger.get_customer_sales_orders(vtiger_id)
# Fetch subscriptions from vTiger
logger.info(f"🔍 Fetching subscriptions for vTiger account {vtiger_id}")
subscriptions = await vtiger.get_customer_subscriptions(vtiger_id)
# Filter sales orders into categories
recurring_orders = []
frequency_orders = []
all_open_orders = []
for order in all_orders:
# Skip closed/cancelled orders
status = order.get('sostatus', '').lower()
if status in ['closed', 'cancelled']:
continue
all_open_orders.append(order)
# Check if recurring is enabled
enable_recurring = order.get('enable_recurring')
recurring_frequency = order.get('recurring_frequency', '').strip()
if enable_recurring == '1' or enable_recurring == 1:
recurring_orders.append(order)
elif recurring_frequency:
frequency_orders.append(order)
# Filter subscriptions by status
active_subscriptions = []
expired_subscriptions = []
for sub in subscriptions:
status = sub.get('sub_status', '').lower()
if status in ['cancelled', 'expired']:
expired_subscriptions.append(sub)
else:
active_subscriptions.append(sub)
# Fetch Simply-CRM sales orders (open orders from old system)
# NOTE: Simply-CRM has DIFFERENT IDs than vTiger Cloud! Must match by name or CVR.
simplycrm_sales_orders = []
try:
from app.services.simplycrm_service import SimplyCRMService
async with SimplyCRMService() as simplycrm:
# First, find the Simply-CRM account by name
customer_name = customer.get('name', '').strip()
if customer_name:
# Search for account in Simply-CRM by name
account_query = f"SELECT id FROM Accounts WHERE accountname='{customer_name}';"
simplycrm_accounts = await simplycrm.query(account_query)
if simplycrm_accounts and len(simplycrm_accounts) > 0:
simplycrm_account_id = simplycrm_accounts[0].get('id')
logger.info(f"🔍 Found Simply-CRM account: {simplycrm_account_id} for '{customer_name}'")
# Query open sales orders from Simply-CRM using the correct ID
# Note: Simply-CRM returns one row per line item, so we need to group them
query = f"SELECT * FROM SalesOrder WHERE account_id='{simplycrm_account_id}';"
all_simplycrm_orders = await simplycrm.query(query)
logger.info(f"🔍 Simply-CRM raw query returned {len(all_simplycrm_orders or [])} orders for account {simplycrm_account_id}")
# Group line items by order ID
# Filter: Only include orders with recurring_frequency (otherwise not subscription)
orders_dict = {}
filtered_closed = 0
filtered_no_freq = 0
for row in (all_simplycrm_orders or []):
status = row.get('sostatus', '').lower()
if status in ['closed', 'cancelled']:
filtered_closed += 1
logger.debug(f" ⏭️ Skipping closed order: {row.get('subject', 'N/A')} ({status})")
continue
# MUST have recurring_frequency to be a subscription
recurring_frequency = row.get('recurring_frequency', '').strip()
if not recurring_frequency:
filtered_no_freq += 1
logger.debug(f" ⏭️ Skipping order without frequency: {row.get('subject', 'N/A')}")
continue
logger.info(f" ✅ Including order: {row.get('subject', 'N/A')} - {recurring_frequency} ({status})")
order_id = row.get('id')
if order_id not in orders_dict:
# First occurrence - create order object
orders_dict[order_id] = dict(row)
orders_dict[order_id]['lineItems'] = []
# Add line item if productid exists
if row.get('productid'):
# Fetch product name
product_name = 'Unknown Product'
try:
product_query = f"SELECT productname FROM Products WHERE id='{row.get('productid')}';"
product_result = await simplycrm.query(product_query)
if product_result and len(product_result) > 0:
product_name = product_result[0].get('productname', product_name)
except:
pass
orders_dict[order_id]['lineItems'].append({
'productid': row.get('productid'),
'product_name': product_name,
'quantity': row.get('quantity'),
'listprice': row.get('listprice'),
'netprice': float(row.get('quantity', 0)) * float(row.get('listprice', 0)),
'comment': row.get('comment', '')
})
simplycrm_sales_orders = list(orders_dict.values())
logger.info(f"📥 Found {len(simplycrm_sales_orders)} unique recurring orders in Simply-CRM (filtered out: {filtered_closed} closed, {filtered_no_freq} without frequency)")
else:
logger.info(f" No Simply-CRM account found for '{customer_name}'")
except Exception as e:
logger.warning(f"⚠️ Could not fetch Simply-CRM sales orders: {e}")
# Fetch BMC Office subscriptions from local database
bmc_office_query = """
SELECT * FROM bmc_office_subscription_totals
WHERE customer_id = %s AND active = true
ORDER BY start_date DESC
"""
bmc_office_subs = execute_query(bmc_office_query, (customer_id,)) or []
logger.info(f"✅ Found {len(recurring_orders)} recurring orders, {len(frequency_orders)} frequency orders, {len(all_open_orders)} vTiger orders, {len(simplycrm_sales_orders)} Simply-CRM orders, {len(active_subscriptions)} active subscriptions, {len(bmc_office_subs)} BMC Office subscriptions")
return {
"status": "success",
"customer_id": customer_id,
"customer_name": customer['name'],
"vtiger_id": vtiger_id,
"recurring_orders": recurring_orders,
"sales_orders": simplycrm_sales_orders, # Open sales orders from Simply-CRM
"subscriptions": active_subscriptions, # Active subscriptions from vTiger Subscriptions module
"expired_subscriptions": expired_subscriptions,
"bmc_office_subscriptions": bmc_office_subs, # Local BMC Office subscriptions
"last_updated": "real-time"
}
except Exception as e:
logger.error(f"❌ Error fetching subscriptions: {e}")
raise HTTPException(status_code=500, detail=f"Failed to fetch subscriptions: {str(e)}")
class SubscriptionCreate(BaseModel):
subject: str
account_id: str # vTiger account ID
startdate: str # YYYY-MM-DD
enddate: Optional[str] = None # YYYY-MM-DD
generateinvoiceevery: str # "Monthly", "Quarterly", "Yearly"
subscriptionstatus: Optional[str] = "Active"
products: List[Dict] # [{"productid": "id", "quantity": 1, "listprice": 100}]
class SubscriptionUpdate(BaseModel):
subject: Optional[str] = None
startdate: Optional[str] = None
enddate: Optional[str] = None
generateinvoiceevery: Optional[str] = None
subscriptionstatus: Optional[str] = None
products: Optional[List[Dict]] = None
@router.post("/customers/{customer_id}/subscriptions")
async def create_subscription(customer_id: int, subscription: SubscriptionCreate):
"""Create new subscription in vTiger"""
try:
# Get customer's vTiger ID
customer = execute_query(
"SELECT vtiger_id FROM customers WHERE id = %s",
(customer_id,))
if not customer or not customer.get('vtiger_id'):
raise HTTPException(status_code=404, detail="Customer not linked to vTiger")
# Create subscription in vTiger
from app.services.vtiger_service import VTigerService
async with VTigerService() as vtiger:
result = await vtiger.create_subscription(
account_id=customer['vtiger_id'],
subject=subscription.subject,
startdate=subscription.startdate,
enddate=subscription.enddate,
generateinvoiceevery=subscription.generateinvoiceevery,
subscriptionstatus=subscription.subscriptionstatus,
products=subscription.products
)
# Log activity
subscription_name = subscription.subject or 'Nyt abonnement'
CustomerActivityLogger.log_subscription_created(customer_id, subscription_name)
logger.info(f"✅ Created subscription {result.get('id')} for customer {customer_id}")
return {"status": "success", "subscription": result}
except Exception as e:
logger.error(f"❌ Error creating subscription: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.get("/subscriptions/{subscription_id}")
async def get_subscription_details(subscription_id: str):
"""Get full subscription details with line items from vTiger"""
try:
from app.services.vtiger_service import get_vtiger_service
vtiger = get_vtiger_service()
subscription = await vtiger.get_subscription(subscription_id)
if not subscription:
raise HTTPException(status_code=404, detail="Subscription not found")
return {"status": "success", "subscription": subscription}
except Exception as e:
logger.error(f"❌ Error fetching subscription: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.put("/subscriptions/{subscription_id}")
async def update_subscription(subscription_id: str, subscription: SubscriptionUpdate):
"""Update subscription in vTiger including line items/prices"""
try:
from app.services.vtiger_service import get_vtiger_service
vtiger = get_vtiger_service()
# Extract products/line items if provided
update_dict = subscription.dict(exclude_unset=True)
line_items = update_dict.pop('products', None)
result = await vtiger.update_subscription(
subscription_id=subscription_id,
updates=update_dict,
line_items=line_items
)
# Log activity if we can find customer_id
if result and result.get('account_id'):
customer = execute_query_single(
"SELECT id, name FROM customers WHERE vtiger_id = %s",
(result['account_id'],))
if customer:
subscription_name = result.get('subject', subscription_id)
CustomerActivityLogger.log_subscription_updated(customer['id'], subscription_name)
logger.info(f"✅ Updated subscription {subscription_id}")
return {"status": "success", "subscription": result}
except Exception as e:
logger.error(f"❌ Error updating subscription: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.delete("/subscriptions/{subscription_id}")
async def delete_subscription(subscription_id: str, customer_id: int = None):
"""Delete (deactivate) subscription in vTiger - respects customer lock status"""
try:
# Check if subscriptions are locked for this customer (if customer_id provided)
if customer_id:
customer = execute_query_single(
"SELECT subscriptions_locked FROM customers WHERE id = %s",
(customer_id,))
if customer and customer.get('subscriptions_locked'):
raise HTTPException(
status_code=403,
detail="Abonnementer er låst for denne kunde. Kan kun redigeres direkte i vTiger."
)
from app.services.vtiger_service import get_vtiger_service
vtiger = get_vtiger_service()
# Set status to Cancelled instead of deleting
result = await vtiger.update_subscription(
subscription_id=subscription_id,
updates={"subscriptionstatus": "Cancelled"},
line_items=None
)
# Log activity
if customer_id:
subscription_name = result.get('subject', subscription_id) if result else subscription_id
CustomerActivityLogger.log_subscription_deleted(customer_id, subscription_name)
logger.info(f"✅ Cancelled subscription {subscription_id}")
return {"status": "success", "message": "Subscription cancelled"}
except HTTPException:
raise
except Exception as e:
logger.error(f"❌ Error deleting subscription: {e}")
raise HTTPException(status_code=500, detail=str(e))
# Subscription Internal Comment Endpoints
class SubscriptionComment(BaseModel):
comment: str
@router.post("/customers/{customer_id}/subscription-comment")
async def save_subscription_comment(customer_id: int, data: SubscriptionComment):
"""Save internal comment about customer subscriptions"""
try:
# Check if customer exists
customer = execute_query_single(
"SELECT id FROM customers WHERE id = %s",
(customer_id,)
)
if not customer:
raise HTTPException(status_code=404, detail="Customer not found")
# Delete existing comment if any and insert new one in a single query
result = execute_query(
"""
WITH deleted AS (
DELETE FROM customer_notes
WHERE customer_id = %s AND note_type = 'subscription_comment'
)
INSERT INTO customer_notes (customer_id, note_type, note, created_by, created_at)
VALUES (%s, 'subscription_comment', %s, 'System', NOW())
RETURNING id, note, created_by, created_at
""",
(customer_id, customer_id, data.comment)
)
if not result or len(result) == 0:
raise Exception("Failed to insert comment")
row = result[0]
logger.info(f"✅ Saved subscription comment for customer {customer_id}")
return {
"id": row['id'],
"comment": row['note'],
"created_by": row['created_by'],
"created_at": row['created_at'].isoformat()
}
except HTTPException:
raise
except Exception as e:
logger.error(f"❌ Error saving subscription comment: {e}")
raise HTTPException(status_code=500, detail=str(e))
@router.get("/customers/{customer_id}/subscription-comment")
async def get_subscription_comment(customer_id: int):
"""Get internal comment about customer subscriptions"""
try:
result = execute_query_single(
"""
SELECT id, note, created_by, created_at
FROM customer_notes
WHERE customer_id = %s AND note_type = 'subscription_comment'
ORDER BY created_at DESC
LIMIT 1
""",
(customer_id,)
)
if not result:
raise HTTPException(status_code=404, detail="No comment found")
return {
"id": result['id'],
"comment": result['note'],
"created_by": result['created_by'],
"created_at": result['created_at'].isoformat()
}
except HTTPException:
raise
except Exception as e:
logger.error(f"❌ Error fetching subscription comment: {e}")
raise HTTPException(status_code=500, detail=str(e))