Implement sales tenant pipeline events

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Magzhan Zhumabayev
2026-05-10 18:24:06 +05:00
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# sales_service Step 1 Audit
Дата аудита: 2026-05-10.
Цель: зафиксировать фактическое состояние `sales_service` перед проектированием MVP sales workflow engine.
## Артефакты
- `sales_service_audit.md` - основное резюме: тесты, API, ER, gaps, риски.
- `sales_service_api_routes.md` - фактический список FastAPI routes.
- `sales_service_openapi.json` - выгруженный OpenAPI из `services.sales_service.app`.
- `sales_service_routes.json` - машинный список routes.
- `sales_service_er_map.md` - ER-карта sales-таблиц из SQLAlchemy metadata.
- `sales_service_er_schema.json` - машинная ER-схема.
- `sales_service_er_db_sqlite.md` - ER-карта фактической SQLite-схемы после migration-runner.
- `sales_service_er_db_sqlite.json` - машинная фактическая SQLite-схема после migration-runner.
- `sales_service_migrations.md` - список sales-миграций и результат migration smoke check.
- `sales_service_risk_points.md` - точки риска в коде: tenant, stages, automation, payment webhook.
- `sales_service_test_results.txt` - сохраненный вывод `pytest tests/test_sales_service.py -q`.
- `sales_service_migration_check.txt` - сохраненный вывод migration smoke check на чистой SQLite DB.
## Команды для воспроизведения
```bash
cd call-center
python3.11 -m venv .venv
.venv/bin/python -m pip install --upgrade pip setuptools wheel
.venv/bin/python -m pip install -r requirements.txt
.venv/bin/python -m pytest tests/test_sales_service.py -q
```
Важно: `python3` на этой машине указывает на Python 3.9.6, а проект требует Python 3.10+ (`docs/runbooks/local-setup.md`). На Python 3.9 тесты падают еще на collection из-за `str | None` annotations.
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# sales_service API routes
Total routes: 67
- `POST` `/api/v1/calls/inbound-webhook` -> `inbound_call`
- `POST` `/api/v1/calls/outbound` -> `outbound_call`
- `POST` `/api/v1/calls/{call_id}/complete` -> `complete_call`
- `POST` `/api/v1/calls/{call_id}/transcript` -> `attach_transcript`
- `POST` `/api/v1/communications/{communication_id}/bind-external` -> `bind_external_communication`
- `POST` `/api/v1/communications/{communication_id}/summary` -> `summarize_communication`
- `POST` `/api/v1/communications/{communication_id}/switch-channel` -> `switch_channel`
- `GET` `/api/v1/dashboard` -> `sales_dashboard`
- `GET` `/api/v1/deals` -> `list_deals`
- `POST` `/api/v1/deals` -> `create_deal`
- `GET` `/api/v1/deals/{deal_id}` -> `get_deal`
- `PATCH` `/api/v1/deals/{deal_id}` -> `update_deal`
- `GET` `/api/v1/deals/{deal_id}/calls` -> `list_calls`
- `POST` `/api/v1/deals/{deal_id}/change-stage` -> `change_stage`
- `POST` `/api/v1/deals/{deal_id}/close` -> `close_deal`
- `GET` `/api/v1/deals/{deal_id}/communications` -> `list_communications`
- `POST` `/api/v1/deals/{deal_id}/communications/text` -> `start_text_communication`
- `POST` `/api/v1/deals/{deal_id}/communications/voice` -> `start_voice_communication`
- `POST` `/api/v1/deals/{deal_id}/conditions` -> `upsert_conditions`
- `GET` `/api/v1/deals/{deal_id}/counterparty` -> `get_counterparty`
- `PATCH` `/api/v1/deals/{deal_id}/counterparty` -> `patch_counterparty`
- `POST` `/api/v1/deals/{deal_id}/counterparty` -> `create_counterparty`
- `POST` `/api/v1/deals/{deal_id}/documents` -> `create_document`
- `POST` `/api/v1/deals/{deal_id}/escalate` -> `escalate_deal`
- `POST` `/api/v1/deals/{deal_id}/invoices` -> `create_invoice`
- `GET` `/api/v1/deals/{deal_id}/messages` -> `list_messages`
- `POST` `/api/v1/deals/{deal_id}/offers` -> `create_offer`
- `GET` `/api/v1/deals/{deal_id}/payments` -> `list_payments`
- `POST` `/api/v1/deals/{deal_id}/schedule-next-action` -> `schedule_next_action`
- `POST` `/api/v1/deals/{deal_id}/select-scenario` -> `select_scenario`
- `GET` `/api/v1/deals/{deal_id}/workspace` -> `get_workspace`
- `GET` `/api/v1/documents/{document_id}` -> `get_document`
- `POST` `/api/v1/documents/{document_id}/confirm` -> `confirm_document`
- `POST` `/api/v1/documents/{document_id}/send` -> `send_document`
- `POST` `/api/v1/documents/{document_id}/sign-status-webhook` -> `sign_document`
- `GET` `/api/v1/invoices/{invoice_id}` -> `get_invoice`
- `POST` `/api/v1/invoices/{invoice_id}/mark-overdue` -> `mark_invoice_overdue`
- `POST` `/api/v1/invoices/{invoice_id}/send` -> `send_invoice`
- `GET` `/api/v1/leads` -> `list_leads`
- `POST` `/api/v1/leads` -> `create_lead`
- `GET` `/api/v1/leads/{lead_id}` -> `get_lead`
- `PATCH` `/api/v1/leads/{lead_id}` -> `update_lead`
- `POST` `/api/v1/leads/{lead_id}/convert-to-deal` -> `convert_lead_to_deal`
- `POST` `/api/v1/leads/{lead_id}/enrich` -> `enrich_lead`
- `POST` `/api/v1/messages/inbound-webhook` -> `inbound_message`
- `POST` `/api/v1/messages/outbound` -> `outbound_message`
- `GET` `/api/v1/offers/{offer_id}` -> `get_offer`
- `POST` `/api/v1/offers/{offer_id}/accept` -> `accept_offer`
- `POST` `/api/v1/offers/{offer_id}/reject` -> `reject_offer`
- `POST` `/api/v1/offers/{offer_id}/send` -> `send_offer`
- `POST` `/api/v1/payments/webhook` -> `payment_webhook`
- `POST` `/api/v1/payments/{payment_id}/reconcile` -> `reconcile_payment`
- `PATCH` `/api/v1/pipeline-stages/{stage_id}` -> `update_pipeline_stage`
- `GET` `/api/v1/pipelines` -> `list_pipelines`
- `POST` `/api/v1/pipelines` -> `create_pipeline`
- `GET` `/api/v1/pipelines/{pipeline_id}` -> `get_pipeline`
- `PATCH` `/api/v1/pipelines/{pipeline_id}` -> `update_pipeline`
- `POST` `/api/v1/pipelines/{pipeline_id}/set-default` -> `set_default_pipeline`
- `GET` `/api/v1/pipelines/{pipeline_id}/stages` -> `list_pipeline_stages`
- `POST` `/api/v1/pipelines/{pipeline_id}/stages` -> `create_pipeline_stage`
- `GET` `/docs` -> `swagger_ui_html`
- `GET` `/docs/oauth2-redirect` -> `swagger_ui_redirect`
- `GET` `/health` -> `health`
- `POST` `/internal/sales-sync/telegram` -> `sync_telegram_thread`
- `POST` `/internal/sales-sync/voice` -> `sync_voice_session`
- `GET` `/openapi.json` -> `openapi`
- `GET` `/redoc` -> `redoc_html`
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# sales_service Step 1 Audit
## Executive Summary
`sales_service` уже содержит широкий MVP data/API layer для продаж: Lead, Deal, CommunicationSession, Message, Call, Transcript, Offer, DealCondition, Counterparty, Document, Invoice, Payment, StageHistory, Escalation, AutomationTask, ChannelSwitch и ExternalLink.
Это пока не зрелый sales workflow engine. После шагов 2-4 уже добавлены MVP tenant boundary, configurable pipeline/stages и публикация sales events в `event_outbox`. Основные оставшиеся ограничения: нет state machine для допустимых переходов, automation tasks не исполняются worker-ом, webhook-и не проверяют подпись провайдера, `sales_notes` существует только как таблица/модель без API.
## Step 4 Delta: Sales Events
После шагов 2-4 состояние изменилось:
- `sales_service` пишет sales domain events в общий `event_outbox` через `SalesEventPublisher`.
- Registry событий находится в `services/sales_service/sales_events.py`; текущая версия событий `1`.
- События создаются в той же SQLAlchemy session/transaction, что и бизнес-действие, до `session.commit()`.
- `tenant_id`, `aggregate_type`, `aggregate_id`, actor metadata и causation/correlation metadata передаются в `payload` event envelope; общий `event_outbox` schema не расширялся.
- Consumer-ы для sales events пока не реализованы: на шаге 4 добавлена только публикация в outbox.
Публикуемые MVP events:
- Lead/Deal: `lead.entered_crm`, `lead.enrichment_completed`, `deal.stage_changed`, `deal.scenario_selected`, `deal.next_action_scheduled`, `deal.closed`, `deal.lost`, `deal.won`.
- Communications: `communication.started`, `message.received`, `message.sent`, `call.received`, `call.completed`, `communication.summary_created`.
- Commercial: `offer.created`, `offer.sent`, `offer.accepted`, `offer.rejected`, `deal.conditions_confirmed`.
- Counterparty/Documents: `counterparty.completed`, `document.created`, `document.sent`, `document.confirmed`, `document.signed`.
- Invoice/Payment: `invoice.created`, `invoice.sent`, `invoice.overdue`, `payment.received`, `invoice.paid`.
Step 4 verification:
- `tests/test_sales_events.py` covers outbox writes for lead entry, stage changes, inbound message/call, call completion, offer/invoice actions, payment, invoice paid, deal won, tenant scope and failed-action rollback behavior.
- Current focused run: `40 passed / 2 xfailed` for `tests/test_sales_events.py`, `tests/test_sales_service.py`, `tests/test_sales_tenant_isolation.py`, `tests/test_sales_pipeline_stages.py`, `tests/test_schema_migrations.py`.
## Test Environment
Фактический baseline:
- `python3` на машине: Python 3.9.6.
- `python3.11`: Python 3.11.15.
- Проектный runbook требует Python 3.10+.
- Зависимости из `requirements.txt` успешно установлены в локальный venv на Python 3.11.
- `pytest` установлен через `requirements.txt`.
- Тестовая DB настроена в `tests/conftest.py`: SQLite в `call-center/.testdata/mvp_cc_test.db`.
- `conftest.py` чистит таблицы перед тестами через SQLAlchemy metadata.
Команда:
```bash
cd call-center
python3.11 -m venv .venv
.venv/bin/python -m pip install -r requirements.txt
.venv/bin/python -m pytest tests/test_sales_service.py -q
```
Результат `tests/test_sales_service.py`:
- 6 тестов собрались и запустились.
- 4 passed.
- 2 failed.
Падающие тесты фиксируют рассинхрон API/workspace-контракта:
- `test_sales_internal_telegram_sync_auto_creates_workspace`: `workspace["communications"][0]["channel_provider"]` отсутствует. Сейчас provider лежит в `communication.metadata`, а не на верхнем уровне `SalesCommunicationOut`.
- `test_sales_internal_voice_sync_creates_call_and_transcript`: `workspace["transcripts"]` отсутствует. При этом transcript создается и привязывается к call/communication через `transcript_id`.
Полный вывод сохранен в `sales_service_test_results.txt`.
## API Snapshot
OpenAPI выгружен в `sales_service_openapi.json`.
Фактически найдено 67 service routes без `/docs`, `/openapi.json`, `/redoc`.
По блокам:
- Leads: create/list/get/update/enrich/convert-to-deal.
- Deals: create/list/get/update/workspace/change-stage/select-scenario/schedule-next-action/close/escalate.
- Communications: start text/start voice/list/summary/switch-channel/bind-external.
- Messages: inbound webhook/outbound/list by deal.
- Calls: inbound webhook/outbound/complete/list by deal/attach transcript.
- Offers: create/get/send/accept/reject.
- Conditions: upsert by deal.
- Counterparty: create/patch/get by deal.
- Documents: create/get/send/confirm/sign-status-webhook.
- Invoices: create/get/send/mark-overdue.
- Payments: payment webhook/list by deal/reconcile.
- Internal sync: Telegram and Voice sync into sales workspace.
- Dashboard: sales summary.
- Pipelines/Stages: list/get/create/update/set-default pipelines, list/create/update stages.
Нет отдельных API для:
- `Tenant`.
- `AutomationTask` CRUD/list/execute/retry.
- `DealNote` create/list/update.
- Escalation resolve/reassign.
- Event outbox inspection scoped to sales.
## ER Snapshot
ER-карта из SQLAlchemy metadata сохранена в `sales_service_er_map.md`, машинная схема - в `sales_service_er_schema.json`.
Дополнительно сгенерирована ER-карта фактической SQLite-схемы после `scripts/migrate_core_db.py`: `sales_service_er_db_sqlite.md` и `sales_service_er_db_sqlite.json`.
Ключевые факты:
- Таблица из ТЗ `sales_deal_conditions` отсутствует; текущая реализация использует `sales_conditions`.
- Все sales-связи хранятся строковыми id (`deal_id`, `lead_id`, `customer_id`, `communication_id`, `invoice_id`, etc.).
- Физических foreign keys в sales-таблицах нет.
- Unique есть в основном на surrogate business ids (`lead_id`, `deal_id`, `message_id`, etc.).
- `sales_counterparties.deal_id` unique, то есть один counterparty record на сделку.
- `sales_payments.external_payment_id` индексирован; после tenant hardening добавлен partial unique на `(tenant_id, payment_provider, external_payment_id)` для ненулевых external ids.
- `sales_messages(channel_provider, external_message_id)` индексирован, но не unique.
- `sales_calls(provider, external_call_id)` индексирован, но не unique.
Важное отличие metadata от миграций:
- SQLAlchemy metadata содержит много `index=True` на отдельных колонках.
- Проверка чистой SQLite DB после migration-runner показывает, что миграции создают только явно прописанные индексы. Например, `sales_deals` после миграций имеет 3 индекса, а не все single-column индексы из metadata.
- Для Postgres это означает, что performance-план нужно сверять именно с SQL migrations, а не только с ORM-моделью.
Критичные nullable-связи:
- `sales_deals.lead_id` и `sales_deals.customer_id` nullable: сделка может быть без лида или без клиента.
- `sales_communication_sessions.lead_id/customer_id/transcript_id` nullable: контекст сделки не всегда содержит клиента/транскрипт.
- `sales_invoices.customer_id/basis_document_id` nullable: счет может быть без клиента и без документа-основания.
- `sales_payments.invoice_id` nullable: платеж может быть привязан только к сделке.
- Внешние ids (`external_message_id`, `external_call_id`, `external_payment_id`) nullable и не unique.
Таблицы, которые есть:
- `sales_leads`
- `sales_deals`
- `sales_communication_sessions`
- `sales_messages`
- `sales_calls`
- `sales_transcripts`
- `sales_notes`
- `sales_offers`
- `sales_conditions`
- `sales_counterparties`
- `sales_documents`
- `sales_invoices`
- `sales_payments`
- `sales_stage_history`
- `sales_escalations`
- `sales_automation_tasks`
- `sales_channel_switches`
- `sales_external_links`
## Migrations
Sales-миграции:
- `migrations/sql/0023_sales_sqlite.sql`
- `migrations/sql/0023_sales_postgres.sql`
- `migrations/sql/0024_sales_external_links_sqlite.sql`
- `migrations/sql/0024_sales_external_links_postgres.sql`
- `migrations/sql/0025_tenants_sqlite.sql`
- `migrations/sql/0025_tenants_postgres.sql`
- `migrations/sql/0026_sales_pipelines_sqlite.sql`
- `migrations/sql/0026_sales_pipelines_postgres.sql`
Migration smoke check на чистой SQLite DB прошел:
- `scripts/migrate_core_db.py` применил все SQLite migrations до `0026_sales_pipelines_sqlite.sql`.
- `missing_migration_versions()` вернул пустой список.
- `services.sales_service.app` импортируется при `SCHEMA_MANAGEMENT_MODE=migrations`.
Полный вывод сохранен в `sales_service_migration_check.txt`.
## Architecture Gaps
| Area | Status | Gap |
|---|---|---|
| Tenant | MVP подключен | Есть `Tenant`, tenant settings/integrations и tenant-scoped sales API; полная subscription/billing модель еще не реализована. |
| Stages | MVP подключен | Есть tenant `Pipeline`/`PipelineStage`, default pipeline/stages и real `pip_*`/`pst_*`; нет state machine для transition rules. |
| Events | MVP подключен | Sales domain events пишутся в общий `event_outbox`; consumer-ы и обработчики пока не реализованы. |
| Automation | частично | `sales_automation_tasks` создаются, но worker/dispatcher для pending tasks не найден. |
| Payments | частично | Webhook идемпотентен по external payment id и двигает Invoice/Deal, но нет provider signature verification и сверки суммы платежей с invoice total. |
| Notes | частично | `sales_notes` и `SalesNoteRow` есть, но API/model output/workspace integration отсутствуют. |
| Escalation | частично | Escalation create есть, но нет resolve/reassign lifecycle и SLA/queue integration. |
## Current Baseline Verdict
Шаг 1 завершен как audit baseline: API, ER, миграции, тестовый статус и основные точки риска зафиксированы. Перед шагом проектирования MVP workflow engine стоит отдельно решить, что делаем первым: tenant boundary, configurable stages/state machine, event contract/outbox, automation executor или payment hardening.
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# sales_service ER map from migrated SQLite DB
Generated from a clean DB after `scripts/migrate_core_db.py`.
- `sales_leads`: 22 columns, 2 indexes, 1 unique constraints, 0 foreign keys
- `sales_deals`: 32 columns, 3 indexes, 1 unique constraints, 0 foreign keys
- `sales_communication_sessions`: 23 columns, 2 indexes, 1 unique constraints, 0 foreign keys
- `sales_messages`: 16 columns, 2 indexes, 1 unique constraints, 0 foreign keys
- `sales_calls`: 19 columns, 2 indexes, 1 unique constraints, 0 foreign keys
- `sales_transcripts`: 10 columns, 0 indexes, 1 unique constraints, 0 foreign keys
- `sales_notes`: 9 columns, 0 indexes, 1 unique constraints, 0 foreign keys
- `sales_offers`: 17 columns, 1 indexes, 1 unique constraints, 0 foreign keys
- `sales_deal_conditions`: missing
- `sales_conditions`: 19 columns, 0 indexes, 1 unique constraints, 0 foreign keys
- `sales_counterparties`: 18 columns, 0 indexes, 2 unique constraints, 0 foreign keys
- `sales_documents`: 15 columns, 1 indexes, 1 unique constraints, 0 foreign keys
- `sales_invoices`: 18 columns, 1 indexes, 2 unique constraints, 0 foreign keys
- `sales_payments`: 16 columns, 1 indexes, 1 unique constraints, 0 foreign keys
- `sales_stage_history`: 10 columns, 1 indexes, 1 unique constraints, 0 foreign keys
- `sales_escalations`: 11 columns, 1 indexes, 1 unique constraints, 0 foreign keys
- `sales_automation_tasks`: 12 columns, 1 indexes, 1 unique constraints, 0 foreign keys
- `sales_channel_switches`: 9 columns, 1 indexes, 1 unique constraints, 0 foreign keys
- `sales_external_links`: 20 columns, 6 indexes, 1 unique constraints, 0 foreign keys
## `sales_leads`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `lead_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `source_type` | `TEXT` | no | `` | no |
| `source_channel` | `TEXT` | no | `` | no |
| `source_campaign_id` | `TEXT` | yes | `` | no |
| `full_name` | `TEXT` | no | `` | no |
| `company_name` | `TEXT` | yes | `` | no |
| `phone` | `TEXT` | yes | `` | no |
| `email` | `TEXT` | yes | `` | no |
| `messenger_handles_json` | `TEXT` | no | `'{}'` | no |
| `lead_temperature` | `TEXT` | no | `` | no |
| `lead_score` | `REAL` | no | `50` | no |
| `customer_type` | `TEXT` | yes | `` | no |
| `segment_type` | `TEXT` | yes | `` | no |
| `initial_need_summary` | `TEXT` | yes | `` | no |
| `preferred_channel` | `TEXT` | no | `` | no |
| `assigned_agent_type` | `TEXT` | no | `` | no |
| `status` | `TEXT` | no | `` | no |
| `crm_customer_id` | `TEXT` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_leads_phone_email`: `phone`, `email`
- `idx_sales_leads_tenant_status_score`: `tenant_id`, `status`, `lead_score`
Unique constraints:
- `None`: `lead_id`
## `sales_deals`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `deal_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `lead_id` | `TEXT` | yes | `` | no |
| `customer_id` | `TEXT` | yes | `` | no |
| `pipeline_id` | `TEXT` | no | `'sales_default'` | no |
| `stage_id` | `TEXT` | no | `` | no |
| `scenario_type` | `TEXT` | no | `` | no |
| `priority` | `INTEGER` | no | `3` | no |
| `title` | `TEXT` | no | `` | no |
| `need_summary` | `TEXT` | yes | `` | no |
| `product_context_json` | `TEXT` | no | `'{}'` | no |
| `estimated_amount` | `REAL` | yes | `` | no |
| `final_amount` | `REAL` | yes | `` | no |
| `currency` | `TEXT` | no | `'KZT'` | no |
| `payment_model` | `TEXT` | yes | `` | no |
| `document_required` | `INTEGER` | no | `1` | no |
| `payment_required` | `INTEGER` | no | `1` | no |
| `assigned_human_user_id` | `TEXT` | yes | `` | no |
| `assigned_ai_orchestrator_id` | `TEXT` | yes | `` | no |
| `preferred_channel` | `TEXT` | no | `` | no |
| `current_channel` | `TEXT` | no | `` | no |
| `status` | `TEXT` | no | `'active'` | no |
| `won_reason` | `TEXT` | yes | `` | no |
| `lost_reason` | `TEXT` | yes | `` | no |
| `close_reason` | `TEXT` | yes | `` | no |
| `next_action_type` | `TEXT` | yes | `` | no |
| `next_action_at` | `TEXT` | yes | `` | no |
| `last_contact_at` | `TEXT` | yes | `` | no |
| `closed_at` | `TEXT` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_deals_customer_channel`: `customer_id`, `current_channel`
- `idx_sales_deals_next_action`: `next_action_at`, `status`
- `idx_sales_deals_tenant_stage_status`: `tenant_id`, `stage_id`, `status`
Unique constraints:
- `None`: `deal_id`
## `sales_communication_sessions`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `communication_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `lead_id` | `TEXT` | yes | `` | no |
| `customer_id` | `TEXT` | yes | `` | no |
| `channel_type` | `TEXT` | no | `` | no |
| `direction` | `TEXT` | no | `` | no |
| `agent_type` | `TEXT` | no | `` | no |
| `started_at` | `TEXT` | no | `` | no |
| `ended_at` | `TEXT` | yes | `` | no |
| `duration_sec` | `INTEGER` | yes | `` | no |
| `subject` | `TEXT` | yes | `` | no |
| `status` | `TEXT` | no | `'active'` | no |
| `summary` | `TEXT` | yes | `` | no |
| `transcript_id` | `TEXT` | yes | `` | no |
| `next_action_type` | `TEXT` | yes | `` | no |
| `next_action_at` | `TEXT` | yes | `` | no |
| `sentiment` | `TEXT` | yes | `` | no |
| `result_code` | `TEXT` | yes | `` | no |
| `metadata_json` | `TEXT` | no | `'{}'` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_comm_channel_status`: `channel_type`, `status`
- `idx_sales_comm_deal_started`: `deal_id`, `started_at`
Unique constraints:
- `None`: `communication_id`
## `sales_messages`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `message_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `communication_id` | `TEXT` | no | `` | no |
| `sender_type` | `TEXT` | no | `` | no |
| `sender_id` | `TEXT` | yes | `` | no |
| `channel_provider` | `TEXT` | no | `` | no |
| `external_message_id` | `TEXT` | yes | `` | no |
| `body` | `TEXT` | no | `` | no |
| `attachments_json` | `TEXT` | no | `'[]'` | no |
| `delivery_status` | `TEXT` | yes | `` | no |
| `read_status` | `TEXT` | yes | `` | no |
| `message_metadata_json` | `TEXT` | no | `'{}'` | no |
| `sent_at` | `TEXT` | no | `` | no |
| `created_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_messages_deal_sent`: `deal_id`, `sent_at`
- `idx_sales_messages_ext_id`: `channel_provider`, `external_message_id`
Unique constraints:
- `None`: `message_id`
## `sales_calls`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `call_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `communication_id` | `TEXT` | no | `` | no |
| `phone_number` | `TEXT` | no | `` | no |
| `direction` | `TEXT` | no | `` | no |
| `provider` | `TEXT` | no | `` | no |
| `external_call_id` | `TEXT` | yes | `` | no |
| `recording_url` | `TEXT` | yes | `` | no |
| `transcript_status` | `TEXT` | no | `'pending'` | no |
| `transcript_id` | `TEXT` | yes | `` | no |
| `call_status` | `TEXT` | no | `'started'` | no |
| `summary` | `TEXT` | yes | `` | no |
| `started_at` | `TEXT` | no | `` | no |
| `ended_at` | `TEXT` | yes | `` | no |
| `duration_sec` | `INTEGER` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_calls_deal_started`: `deal_id`, `started_at`
- `idx_sales_calls_ext_provider`: `provider`, `external_call_id`
Unique constraints:
- `None`: `call_id`
## `sales_transcripts`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `transcript_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `call_id` | `TEXT` | no | `` | no |
| `language` | `TEXT` | no | `'ru'` | no |
| `transcript_text` | `TEXT` | no | `` | no |
| `diarization_json` | `TEXT` | no | `'{}'` | no |
| `extracted_entities_json` | `TEXT` | no | `'{}'` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Unique constraints:
- `None`: `transcript_id`
## `sales_notes`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `note_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `author_type` | `TEXT` | no | `` | no |
| `author_id` | `TEXT` | yes | `` | no |
| `note_type` | `TEXT` | no | `` | no |
| `content` | `TEXT` | no | `` | no |
| `created_at` | `TEXT` | no | `` | no |
Unique constraints:
- `None`: `note_id`
## `sales_offers`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `offer_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `offer_type` | `TEXT` | no | `` | no |
| `title` | `TEXT` | no | `` | no |
| `description` | `TEXT` | yes | `` | no |
| `line_items_json` | `TEXT` | no | `'[]'` | no |
| `pricing_json` | `TEXT` | no | `'{}'` | no |
| `total_amount` | `REAL` | no | `0` | no |
| `currency` | `TEXT` | no | `'KZT'` | no |
| `validity_until` | `TEXT` | yes | `` | no |
| `status` | `TEXT` | no | `'draft'` | no |
| `rendered_document_url` | `TEXT` | yes | `` | no |
| `created_by_type` | `TEXT` | no | `'text_ai'` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_offers_deal_status`: `deal_id`, `status`
Unique constraints:
- `None`: `offer_id`
## `sales_deal_conditions`
Not present in migrated DB.
## `sales_conditions`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `condition_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `product_name` | `TEXT` | yes | `` | no |
| `service_name` | `TEXT` | yes | `` | no |
| `quantity` | `REAL` | yes | `` | no |
| `unit` | `TEXT` | yes | `` | no |
| `delivery_mode` | `TEXT` | yes | `` | no |
| `execution_date` | `TEXT` | yes | `` | no |
| `start_date` | `TEXT` | yes | `` | no |
| `end_date` | `TEXT` | yes | `` | no |
| `payment_terms` | `TEXT` | yes | `` | no |
| `custom_terms_json` | `TEXT` | no | `'{}'` | no |
| `agreed_price` | `REAL` | yes | `` | no |
| `currency` | `TEXT` | no | `'KZT'` | no |
| `confirmed_at` | `TEXT` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Unique constraints:
- `None`: `condition_id`
## `sales_counterparties`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `counterparty_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `customer_id` | `TEXT` | yes | `` | no |
| `company_name` | `TEXT` | yes | `` | no |
| `full_name` | `TEXT` | yes | `` | no |
| `bin_iin` | `TEXT` | yes | `` | no |
| `address` | `TEXT` | yes | `` | no |
| `bank_details_json` | `TEXT` | no | `'{}'` | no |
| `signer_name` | `TEXT` | yes | `` | no |
| `signer_role` | `TEXT` | yes | `` | no |
| `signer_basis` | `TEXT` | yes | `` | no |
| `email_for_docs` | `TEXT` | yes | `` | no |
| `phone_for_docs` | `TEXT` | yes | `` | no |
| `completeness_status` | `TEXT` | no | `'draft'` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Unique constraints:
- `None`: `counterparty_id`
- `None`: `deal_id`
## `sales_documents`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `document_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `customer_id` | `TEXT` | yes | `` | no |
| `document_type` | `TEXT` | no | `` | no |
| `template_id` | `TEXT` | yes | `` | no |
| `version` | `INTEGER` | no | `1` | no |
| `status` | `TEXT` | no | `'draft'` | no |
| `file_url` | `TEXT` | yes | `` | no |
| `rendered_payload_json` | `TEXT` | no | `'{}'` | no |
| `external_sign_provider_id` | `TEXT` | yes | `` | no |
| `signed_at` | `TEXT` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_documents_deal_status`: `deal_id`, `status`
Unique constraints:
- `None`: `document_id`
## `sales_invoices`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `invoice_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `customer_id` | `TEXT` | yes | `` | no |
| `invoice_number` | `TEXT` | no | `` | no |
| `basis_document_id` | `TEXT` | yes | `` | no |
| `amount` | `REAL` | no | `0` | no |
| `currency` | `TEXT` | no | `'KZT'` | no |
| `due_date` | `TEXT` | yes | `` | no |
| `status` | `TEXT` | no | `'draft'` | no |
| `payment_link` | `TEXT` | yes | `` | no |
| `line_items_json` | `TEXT` | no | `'[]'` | no |
| `metadata_json` | `TEXT` | no | `'{}'` | no |
| `issued_at` | `TEXT` | yes | `` | no |
| `paid_at` | `TEXT` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_invoices_deal_status_due`: `deal_id`, `status`, `due_date`
Unique constraints:
- `None`: `invoice_id`
- `None`: `invoice_number`
## `sales_payments`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `payment_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `invoice_id` | `TEXT` | yes | `` | no |
| `payment_provider` | `TEXT` | yes | `` | no |
| `external_payment_id` | `TEXT` | yes | `` | no |
| `amount` | `REAL` | no | `0` | no |
| `currency` | `TEXT` | no | `'KZT'` | no |
| `status` | `TEXT` | no | `'pending'` | no |
| `paid_at` | `TEXT` | yes | `` | no |
| `payment_method` | `TEXT` | yes | `` | no |
| `failure_reason` | `TEXT` | yes | `` | no |
| `metadata_json` | `TEXT` | no | `'{}'` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_payments_deal_status`: `deal_id`, `status`
Unique constraints:
- `None`: `payment_id`
## `sales_stage_history`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `history_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `from_stage_id` | `TEXT` | yes | `` | no |
| `to_stage_id` | `TEXT` | no | `` | no |
| `changed_by_type` | `TEXT` | no | `` | no |
| `changed_by_id` | `TEXT` | yes | `` | no |
| `reason` | `TEXT` | yes | `` | no |
| `changed_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_stage_history_deal_changed`: `deal_id`, `changed_at`
Unique constraints:
- `None`: `history_id`
## `sales_escalations`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `escalation_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `escalation_type` | `TEXT` | no | `` | no |
| `reason` | `TEXT` | no | `` | no |
| `severity` | `TEXT` | no | `` | no |
| `status` | `TEXT` | no | `'open'` | no |
| `assigned_to_user_id` | `TEXT` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `resolved_at` | `TEXT` | yes | `` | no |
Indexes:
- `idx_sales_escalations_deal_status`: `deal_id`, `status`
Unique constraints:
- `None`: `escalation_id`
## `sales_automation_tasks`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `task_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `task_type` | `TEXT` | no | `` | no |
| `payload_json` | `TEXT` | no | `'{}'` | no |
| `run_at` | `TEXT` | no | `` | no |
| `status` | `TEXT` | no | `'pending'` | no |
| `retry_count` | `INTEGER` | no | `0` | no |
| `last_error` | `TEXT` | yes | `` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_tasks_run_status`: `run_at`, `status`
Unique constraints:
- `None`: `task_id`
## `sales_channel_switches`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `switch_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `communication_id` | `TEXT` | yes | `` | no |
| `from_channel` | `TEXT` | no | `` | no |
| `to_channel` | `TEXT` | no | `` | no |
| `reason_for_channel_switch` | `TEXT` | no | `` | no |
| `switched_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_channel_switches_deal_switched`: `deal_id`, `switched_at`
Unique constraints:
- `None`: `switch_id`
## `sales_external_links`
| Column | Type | Null | Default | PK |
|---|---|---:|---|---:|
| `id` | `INTEGER` | yes | `` | yes |
| `link_id` | `TEXT` | no | `` | no |
| `tenant_id` | `TEXT` | no | `` | no |
| `deal_id` | `TEXT` | no | `` | no |
| `communication_id` | `TEXT` | yes | `` | no |
| `sales_call_id` | `TEXT` | yes | `` | no |
| `channel_provider` | `TEXT` | no | `` | no |
| `external_thread_id` | `TEXT` | yes | `` | no |
| `external_chat_id` | `TEXT` | yes | `` | no |
| `external_call_id` | `TEXT` | yes | `` | no |
| `voice_session_id` | `TEXT` | yes | `` | no |
| `ai_session_id` | `TEXT` | yes | `` | no |
| `interaction_id` | `TEXT` | yes | `` | no |
| `customer_id` | `TEXT` | yes | `` | no |
| `phone_number` | `TEXT` | yes | `` | no |
| `external_status` | `TEXT` | yes | `` | no |
| `link_metadata_json` | `TEXT` | no | `'{}'` | no |
| `created_at` | `TEXT` | no | `` | no |
| `updated_at` | `TEXT` | no | `` | no |
| `last_sync_at` | `TEXT` | no | `` | no |
Indexes:
- `idx_sales_external_links_customer_phone`: `customer_id`, `phone_number`
- `idx_sales_external_links_deal_sync`: `deal_id`, `last_sync_at`
- `idx_sales_external_links_external_call`: `external_call_id`
- `idx_sales_external_links_interaction`: `interaction_id`
- `idx_sales_external_links_thread`: `external_thread_id`
- `idx_sales_external_links_voice_session`: `voice_session_id`
Unique constraints:
- `None`: `link_id`
@@ -0,0 +1,696 @@
# sales_service ER map
Generated from SQLAlchemy metadata in `services.shared.sales_sql_models`.
## Summary
- `sales_leads`: 22 columns, 21 indexes, 0 foreign keys
- `sales_deals`: 32 columns, 21 indexes, 0 foreign keys
- `sales_communication_sessions`: 23 columns, 17 indexes, 0 foreign keys
- `sales_messages`: 16 columns, 14 indexes, 0 foreign keys
- `sales_calls`: 19 columns, 17 indexes, 0 foreign keys
- `sales_transcripts`: 10 columns, 6 indexes, 0 foreign keys
- `sales_offers`: 17 columns, 9 indexes, 0 foreign keys
- `sales_deal_conditions`: missing
- `sales_conditions`: 19 columns, 6 indexes, 0 foreign keys
- `sales_counterparties`: 18 columns, 8 indexes, 0 foreign keys
- `sales_documents`: 15 columns, 10 indexes, 0 foreign keys
- `sales_invoices`: 18 columns, 13 indexes, 0 foreign keys
- `sales_payments`: 16 columns, 10 indexes, 0 foreign keys
- `sales_stage_history`: 10 columns, 8 indexes, 0 foreign keys
- `sales_escalations`: 11 columns, 10 indexes, 0 foreign keys
- `sales_automation_tasks`: 12 columns, 9 indexes, 0 foreign keys
- `sales_notes`: 9 columns, 7 indexes, 0 foreign keys
- `sales_channel_switches`: 9 columns, 8 indexes, 0 foreign keys
- `sales_external_links`: 20 columns, 16 indexes, 0 foreign keys
## `sales_leads`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `lead_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `source_type` | `VARCHAR(64)` | no | no | no | yes | `` |
| `source_channel` | `VARCHAR(32)` | no | no | no | yes | `` |
| `source_campaign_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `full_name` | `VARCHAR(256)` | no | no | no | yes | `` |
| `company_name` | `VARCHAR(256)` | yes | no | no | yes | `` |
| `phone` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `email` | `VARCHAR(256)` | yes | no | no | yes | `` |
| `messenger_handles_json` | `TEXT` | no | no | no | no | `{}` |
| `lead_temperature` | `VARCHAR(16)` | no | no | no | yes | `` |
| `lead_score` | `FLOAT` | no | no | no | yes | `50.0` |
| `customer_type` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `segment_type` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `initial_need_summary` | `TEXT` | yes | no | no | no | `` |
| `preferred_channel` | `VARCHAR(32)` | no | no | no | yes | `` |
| `assigned_agent_type` | `VARCHAR(32)` | no | no | no | yes | `` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `` |
| `crm_customer_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_leads_phone_email`: `phone`, `email`
- `idx_sales_leads_tenant_status_score`: `tenant_id`, `status`, `lead_score`
- `ix_sales_leads_assigned_agent_type`: `assigned_agent_type`
- `ix_sales_leads_company_name`: `company_name`
- `ix_sales_leads_created_at`: `created_at`
- `ix_sales_leads_crm_customer_id`: `crm_customer_id`
- `ix_sales_leads_customer_type`: `customer_type`
- `ix_sales_leads_email`: `email`
- `ix_sales_leads_full_name`: `full_name`
- `ix_sales_leads_lead_id` unique: `lead_id`
- `ix_sales_leads_lead_score`: `lead_score`
- `ix_sales_leads_lead_temperature`: `lead_temperature`
- `ix_sales_leads_phone`: `phone`
- `ix_sales_leads_preferred_channel`: `preferred_channel`
- `ix_sales_leads_segment_type`: `segment_type`
- `ix_sales_leads_source_campaign_id`: `source_campaign_id`
- `ix_sales_leads_source_channel`: `source_channel`
- `ix_sales_leads_source_type`: `source_type`
- `ix_sales_leads_status`: `status`
- `ix_sales_leads_tenant_id`: `tenant_id`
- `ix_sales_leads_updated_at`: `updated_at`
## `sales_deals`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `deal_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `lead_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `customer_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `pipeline_id` | `VARCHAR(64)` | no | no | no | yes | `sales_default` |
| `stage_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `scenario_type` | `VARCHAR(64)` | no | no | no | yes | `` |
| `priority` | `INTEGER` | no | no | no | yes | `3` |
| `title` | `VARCHAR(512)` | no | no | no | no | `` |
| `need_summary` | `TEXT` | yes | no | no | no | `` |
| `product_context_json` | `TEXT` | no | no | no | no | `{}` |
| `estimated_amount` | `FLOAT` | yes | no | no | no | `` |
| `final_amount` | `FLOAT` | yes | no | no | no | `` |
| `currency` | `VARCHAR(16)` | no | no | no | no | `KZT` |
| `payment_model` | `VARCHAR(64)` | yes | no | no | no | `` |
| `document_required` | `BOOLEAN` | no | no | no | no | `True` |
| `payment_required` | `BOOLEAN` | no | no | no | no | `True` |
| `assigned_human_user_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `assigned_ai_orchestrator_id` | `VARCHAR(128)` | yes | no | no | no | `` |
| `preferred_channel` | `VARCHAR(32)` | no | no | no | yes | `` |
| `current_channel` | `VARCHAR(32)` | no | no | no | yes | `` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `active` |
| `won_reason` | `TEXT` | yes | no | no | no | `` |
| `lost_reason` | `TEXT` | yes | no | no | no | `` |
| `close_reason` | `TEXT` | yes | no | no | no | `` |
| `next_action_type` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `next_action_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `last_contact_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `closed_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_deals_customer_channel`: `customer_id`, `current_channel`
- `idx_sales_deals_next_action`: `next_action_at`, `status`
- `idx_sales_deals_tenant_stage_status`: `tenant_id`, `stage_id`, `status`
- `ix_sales_deals_assigned_human_user_id`: `assigned_human_user_id`
- `ix_sales_deals_closed_at`: `closed_at`
- `ix_sales_deals_created_at`: `created_at`
- `ix_sales_deals_current_channel`: `current_channel`
- `ix_sales_deals_customer_id`: `customer_id`
- `ix_sales_deals_deal_id` unique: `deal_id`
- `ix_sales_deals_last_contact_at`: `last_contact_at`
- `ix_sales_deals_lead_id`: `lead_id`
- `ix_sales_deals_next_action_at`: `next_action_at`
- `ix_sales_deals_next_action_type`: `next_action_type`
- `ix_sales_deals_pipeline_id`: `pipeline_id`
- `ix_sales_deals_preferred_channel`: `preferred_channel`
- `ix_sales_deals_priority`: `priority`
- `ix_sales_deals_scenario_type`: `scenario_type`
- `ix_sales_deals_stage_id`: `stage_id`
- `ix_sales_deals_status`: `status`
- `ix_sales_deals_tenant_id`: `tenant_id`
- `ix_sales_deals_updated_at`: `updated_at`
## `sales_communication_sessions`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `communication_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `lead_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `customer_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `channel_type` | `VARCHAR(16)` | no | no | no | yes | `` |
| `direction` | `VARCHAR(16)` | no | no | no | yes | `` |
| `agent_type` | `VARCHAR(32)` | no | no | no | yes | `` |
| `started_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `ended_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `duration_sec` | `INTEGER` | yes | no | no | no | `` |
| `subject` | `VARCHAR(512)` | yes | no | no | no | `` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `active` |
| `summary` | `TEXT` | yes | no | no | no | `` |
| `transcript_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `next_action_type` | `VARCHAR(128)` | yes | no | no | no | `` |
| `next_action_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `sentiment` | `VARCHAR(32)` | yes | no | no | no | `` |
| `result_code` | `VARCHAR(64)` | yes | no | no | no | `` |
| `metadata_json` | `TEXT` | no | no | no | no | `{}` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_comm_channel_status`: `channel_type`, `status`
- `idx_sales_comm_deal_started`: `deal_id`, `started_at`
- `ix_sales_communication_sessions_agent_type`: `agent_type`
- `ix_sales_communication_sessions_channel_type`: `channel_type`
- `ix_sales_communication_sessions_communication_id` unique: `communication_id`
- `ix_sales_communication_sessions_created_at`: `created_at`
- `ix_sales_communication_sessions_customer_id`: `customer_id`
- `ix_sales_communication_sessions_deal_id`: `deal_id`
- `ix_sales_communication_sessions_direction`: `direction`
- `ix_sales_communication_sessions_ended_at`: `ended_at`
- `ix_sales_communication_sessions_lead_id`: `lead_id`
- `ix_sales_communication_sessions_next_action_at`: `next_action_at`
- `ix_sales_communication_sessions_started_at`: `started_at`
- `ix_sales_communication_sessions_status`: `status`
- `ix_sales_communication_sessions_tenant_id`: `tenant_id`
- `ix_sales_communication_sessions_transcript_id`: `transcript_id`
- `ix_sales_communication_sessions_updated_at`: `updated_at`
## `sales_messages`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `message_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `communication_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `sender_type` | `VARCHAR(32)` | no | no | no | yes | `` |
| `sender_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `channel_provider` | `VARCHAR(32)` | no | no | no | yes | `` |
| `external_message_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `body` | `TEXT` | no | no | no | no | `` |
| `attachments_json` | `TEXT` | no | no | no | no | `[]` |
| `delivery_status` | `VARCHAR(32)` | yes | no | no | yes | `` |
| `read_status` | `VARCHAR(32)` | yes | no | no | yes | `` |
| `message_metadata_json` | `TEXT` | no | no | no | no | `{}` |
| `sent_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_messages_deal_sent`: `deal_id`, `sent_at`
- `idx_sales_messages_ext_id`: `channel_provider`, `external_message_id`
- `ix_sales_messages_channel_provider`: `channel_provider`
- `ix_sales_messages_communication_id`: `communication_id`
- `ix_sales_messages_created_at`: `created_at`
- `ix_sales_messages_deal_id`: `deal_id`
- `ix_sales_messages_delivery_status`: `delivery_status`
- `ix_sales_messages_external_message_id`: `external_message_id`
- `ix_sales_messages_message_id` unique: `message_id`
- `ix_sales_messages_read_status`: `read_status`
- `ix_sales_messages_sender_id`: `sender_id`
- `ix_sales_messages_sender_type`: `sender_type`
- `ix_sales_messages_sent_at`: `sent_at`
- `ix_sales_messages_tenant_id`: `tenant_id`
## `sales_calls`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `call_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `communication_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `phone_number` | `VARCHAR(64)` | no | no | no | yes | `` |
| `direction` | `VARCHAR(16)` | no | no | no | yes | `` |
| `provider` | `VARCHAR(64)` | no | no | no | yes | `` |
| `external_call_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `recording_url` | `TEXT` | yes | no | no | no | `` |
| `transcript_status` | `VARCHAR(32)` | no | no | no | yes | `pending` |
| `transcript_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `call_status` | `VARCHAR(32)` | no | no | no | yes | `started` |
| `summary` | `TEXT` | yes | no | no | no | `` |
| `started_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `ended_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `duration_sec` | `INTEGER` | yes | no | no | no | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_calls_deal_started`: `deal_id`, `started_at`
- `idx_sales_calls_ext_provider`: `provider`, `external_call_id`
- `ix_sales_calls_call_id` unique: `call_id`
- `ix_sales_calls_call_status`: `call_status`
- `ix_sales_calls_communication_id`: `communication_id`
- `ix_sales_calls_created_at`: `created_at`
- `ix_sales_calls_deal_id`: `deal_id`
- `ix_sales_calls_direction`: `direction`
- `ix_sales_calls_ended_at`: `ended_at`
- `ix_sales_calls_external_call_id`: `external_call_id`
- `ix_sales_calls_phone_number`: `phone_number`
- `ix_sales_calls_provider`: `provider`
- `ix_sales_calls_started_at`: `started_at`
- `ix_sales_calls_tenant_id`: `tenant_id`
- `ix_sales_calls_transcript_id`: `transcript_id`
- `ix_sales_calls_transcript_status`: `transcript_status`
- `ix_sales_calls_updated_at`: `updated_at`
## `sales_transcripts`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `transcript_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `call_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `language` | `VARCHAR(16)` | no | no | no | yes | `ru` |
| `transcript_text` | `TEXT` | no | no | no | no | `` |
| `diarization_json` | `TEXT` | no | no | no | no | `{}` |
| `extracted_entities_json` | `TEXT` | no | no | no | no | `{}` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `ix_sales_transcripts_call_id`: `call_id`
- `ix_sales_transcripts_created_at`: `created_at`
- `ix_sales_transcripts_language`: `language`
- `ix_sales_transcripts_tenant_id`: `tenant_id`
- `ix_sales_transcripts_transcript_id` unique: `transcript_id`
- `ix_sales_transcripts_updated_at`: `updated_at`
## `sales_offers`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `offer_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `offer_type` | `VARCHAR(32)` | no | no | no | yes | `` |
| `title` | `VARCHAR(256)` | no | no | no | no | `` |
| `description` | `TEXT` | yes | no | no | no | `` |
| `line_items_json` | `TEXT` | no | no | no | no | `[]` |
| `pricing_json` | `TEXT` | no | no | no | no | `{}` |
| `total_amount` | `FLOAT` | no | no | no | no | `0` |
| `currency` | `VARCHAR(16)` | no | no | no | no | `KZT` |
| `validity_until` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `draft` |
| `rendered_document_url` | `TEXT` | yes | no | no | no | `` |
| `created_by_type` | `VARCHAR(32)` | no | no | no | no | `text_ai` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_offers_deal_status`: `deal_id`, `status`
- `ix_sales_offers_created_at`: `created_at`
- `ix_sales_offers_deal_id`: `deal_id`
- `ix_sales_offers_offer_id` unique: `offer_id`
- `ix_sales_offers_offer_type`: `offer_type`
- `ix_sales_offers_status`: `status`
- `ix_sales_offers_tenant_id`: `tenant_id`
- `ix_sales_offers_updated_at`: `updated_at`
- `ix_sales_offers_validity_until`: `validity_until`
## `sales_deal_conditions`
Not present in SQLAlchemy metadata / migrations. Current implementation uses `sales_conditions` for deal conditions.
## `sales_conditions`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `condition_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `product_name` | `VARCHAR(256)` | yes | no | no | no | `` |
| `service_name` | `VARCHAR(256)` | yes | no | no | no | `` |
| `quantity` | `FLOAT` | yes | no | no | no | `` |
| `unit` | `VARCHAR(32)` | yes | no | no | no | `` |
| `delivery_mode` | `VARCHAR(64)` | yes | no | no | no | `` |
| `execution_date` | `VARCHAR(64)` | yes | no | no | no | `` |
| `start_date` | `VARCHAR(64)` | yes | no | no | no | `` |
| `end_date` | `VARCHAR(64)` | yes | no | no | no | `` |
| `payment_terms` | `TEXT` | yes | no | no | no | `` |
| `custom_terms_json` | `TEXT` | no | no | no | no | `{}` |
| `agreed_price` | `FLOAT` | yes | no | no | no | `` |
| `currency` | `VARCHAR(16)` | no | no | no | no | `KZT` |
| `confirmed_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `ix_sales_conditions_condition_id` unique: `condition_id`
- `ix_sales_conditions_confirmed_at`: `confirmed_at`
- `ix_sales_conditions_created_at`: `created_at`
- `ix_sales_conditions_deal_id`: `deal_id`
- `ix_sales_conditions_tenant_id`: `tenant_id`
- `ix_sales_conditions_updated_at`: `updated_at`
## `sales_counterparties`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `counterparty_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `customer_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `company_name` | `VARCHAR(256)` | yes | no | no | no | `` |
| `full_name` | `VARCHAR(256)` | yes | no | no | no | `` |
| `bin_iin` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `address` | `TEXT` | yes | no | no | no | `` |
| `bank_details_json` | `TEXT` | no | no | no | no | `{}` |
| `signer_name` | `VARCHAR(256)` | yes | no | no | no | `` |
| `signer_role` | `VARCHAR(128)` | yes | no | no | no | `` |
| `signer_basis` | `VARCHAR(256)` | yes | no | no | no | `` |
| `email_for_docs` | `VARCHAR(256)` | yes | no | no | no | `` |
| `phone_for_docs` | `VARCHAR(64)` | yes | no | no | no | `` |
| `completeness_status` | `VARCHAR(32)` | no | no | no | yes | `draft` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `ix_sales_counterparties_bin_iin`: `bin_iin`
- `ix_sales_counterparties_completeness_status`: `completeness_status`
- `ix_sales_counterparties_counterparty_id` unique: `counterparty_id`
- `ix_sales_counterparties_created_at`: `created_at`
- `ix_sales_counterparties_customer_id`: `customer_id`
- `ix_sales_counterparties_deal_id` unique: `deal_id`
- `ix_sales_counterparties_tenant_id`: `tenant_id`
- `ix_sales_counterparties_updated_at`: `updated_at`
## `sales_documents`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `document_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `customer_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `document_type` | `VARCHAR(64)` | no | no | no | yes | `` |
| `template_id` | `VARCHAR(128)` | yes | no | no | no | `` |
| `version` | `INTEGER` | no | no | no | no | `1` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `draft` |
| `file_url` | `TEXT` | yes | no | no | no | `` |
| `rendered_payload_json` | `TEXT` | no | no | no | no | `{}` |
| `external_sign_provider_id` | `VARCHAR(128)` | yes | no | no | no | `` |
| `signed_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_documents_deal_status`: `deal_id`, `status`
- `ix_sales_documents_created_at`: `created_at`
- `ix_sales_documents_customer_id`: `customer_id`
- `ix_sales_documents_deal_id`: `deal_id`
- `ix_sales_documents_document_id` unique: `document_id`
- `ix_sales_documents_document_type`: `document_type`
- `ix_sales_documents_signed_at`: `signed_at`
- `ix_sales_documents_status`: `status`
- `ix_sales_documents_tenant_id`: `tenant_id`
- `ix_sales_documents_updated_at`: `updated_at`
## `sales_invoices`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `invoice_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `customer_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `invoice_number` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `basis_document_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `amount` | `FLOAT` | no | no | no | no | `0` |
| `currency` | `VARCHAR(16)` | no | no | no | no | `KZT` |
| `due_date` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `draft` |
| `payment_link` | `TEXT` | yes | no | no | no | `` |
| `line_items_json` | `TEXT` | no | no | no | no | `[]` |
| `metadata_json` | `TEXT` | no | no | no | no | `{}` |
| `issued_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `paid_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_invoices_deal_status_due`: `deal_id`, `status`, `due_date`
- `ix_sales_invoices_basis_document_id`: `basis_document_id`
- `ix_sales_invoices_created_at`: `created_at`
- `ix_sales_invoices_customer_id`: `customer_id`
- `ix_sales_invoices_deal_id`: `deal_id`
- `ix_sales_invoices_due_date`: `due_date`
- `ix_sales_invoices_invoice_id` unique: `invoice_id`
- `ix_sales_invoices_invoice_number` unique: `invoice_number`
- `ix_sales_invoices_issued_at`: `issued_at`
- `ix_sales_invoices_paid_at`: `paid_at`
- `ix_sales_invoices_status`: `status`
- `ix_sales_invoices_tenant_id`: `tenant_id`
- `ix_sales_invoices_updated_at`: `updated_at`
## `sales_payments`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `payment_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `invoice_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `payment_provider` | `VARCHAR(64)` | yes | no | no | no | `` |
| `external_payment_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `amount` | `FLOAT` | no | no | no | no | `0` |
| `currency` | `VARCHAR(16)` | no | no | no | no | `KZT` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `pending` |
| `paid_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `payment_method` | `VARCHAR(64)` | yes | no | no | no | `` |
| `failure_reason` | `TEXT` | yes | no | no | no | `` |
| `metadata_json` | `TEXT` | no | no | no | no | `{}` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_payments_deal_status`: `deal_id`, `status`
- `ix_sales_payments_created_at`: `created_at`
- `ix_sales_payments_deal_id`: `deal_id`
- `ix_sales_payments_external_payment_id`: `external_payment_id`
- `ix_sales_payments_invoice_id`: `invoice_id`
- `ix_sales_payments_paid_at`: `paid_at`
- `ix_sales_payments_payment_id` unique: `payment_id`
- `ix_sales_payments_status`: `status`
- `ix_sales_payments_tenant_id`: `tenant_id`
- `ix_sales_payments_updated_at`: `updated_at`
## `sales_stage_history`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `history_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `from_stage_id` | `VARCHAR(64)` | yes | no | no | no | `` |
| `to_stage_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `changed_by_type` | `VARCHAR(32)` | no | no | no | yes | `` |
| `changed_by_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `reason` | `TEXT` | yes | no | no | no | `` |
| `changed_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_stage_history_deal_changed`: `deal_id`, `changed_at`
- `ix_sales_stage_history_changed_at`: `changed_at`
- `ix_sales_stage_history_changed_by_id`: `changed_by_id`
- `ix_sales_stage_history_changed_by_type`: `changed_by_type`
- `ix_sales_stage_history_deal_id`: `deal_id`
- `ix_sales_stage_history_history_id` unique: `history_id`
- `ix_sales_stage_history_tenant_id`: `tenant_id`
- `ix_sales_stage_history_to_stage_id`: `to_stage_id`
## `sales_escalations`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `escalation_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `escalation_type` | `VARCHAR(64)` | no | no | no | yes | `` |
| `reason` | `TEXT` | no | no | no | no | `` |
| `severity` | `VARCHAR(16)` | no | no | no | yes | `` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `open` |
| `assigned_to_user_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `resolved_at` | `VARCHAR(64)` | yes | no | no | yes | `` |
Indexes:
- `idx_sales_escalations_deal_status`: `deal_id`, `status`
- `ix_sales_escalations_assigned_to_user_id`: `assigned_to_user_id`
- `ix_sales_escalations_created_at`: `created_at`
- `ix_sales_escalations_deal_id`: `deal_id`
- `ix_sales_escalations_escalation_id` unique: `escalation_id`
- `ix_sales_escalations_escalation_type`: `escalation_type`
- `ix_sales_escalations_resolved_at`: `resolved_at`
- `ix_sales_escalations_severity`: `severity`
- `ix_sales_escalations_status`: `status`
- `ix_sales_escalations_tenant_id`: `tenant_id`
## `sales_automation_tasks`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `task_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `task_type` | `VARCHAR(64)` | no | no | no | yes | `` |
| `payload_json` | `TEXT` | no | no | no | no | `{}` |
| `run_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `status` | `VARCHAR(32)` | no | no | no | yes | `pending` |
| `retry_count` | `INTEGER` | no | no | no | no | `0` |
| `last_error` | `TEXT` | yes | no | no | no | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_tasks_run_status`: `run_at`, `status`
- `ix_sales_automation_tasks_created_at`: `created_at`
- `ix_sales_automation_tasks_deal_id`: `deal_id`
- `ix_sales_automation_tasks_run_at`: `run_at`
- `ix_sales_automation_tasks_status`: `status`
- `ix_sales_automation_tasks_task_id` unique: `task_id`
- `ix_sales_automation_tasks_task_type`: `task_type`
- `ix_sales_automation_tasks_tenant_id`: `tenant_id`
- `ix_sales_automation_tasks_updated_at`: `updated_at`
## `sales_notes`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `note_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `author_type` | `VARCHAR(32)` | no | no | no | yes | `` |
| `author_id` | `VARCHAR(128)` | yes | no | no | yes | `` |
| `note_type` | `VARCHAR(64)` | no | no | no | yes | `` |
| `content` | `TEXT` | no | no | no | no | `` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `ix_sales_notes_author_id`: `author_id`
- `ix_sales_notes_author_type`: `author_type`
- `ix_sales_notes_created_at`: `created_at`
- `ix_sales_notes_deal_id`: `deal_id`
- `ix_sales_notes_note_id` unique: `note_id`
- `ix_sales_notes_note_type`: `note_type`
- `ix_sales_notes_tenant_id`: `tenant_id`
## `sales_channel_switches`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `switch_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `communication_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `from_channel` | `VARCHAR(32)` | no | no | no | yes | `` |
| `to_channel` | `VARCHAR(32)` | no | no | no | yes | `` |
| `reason_for_channel_switch` | `TEXT` | no | no | no | no | `` |
| `switched_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_channel_switches_deal_switched`: `deal_id`, `switched_at`
- `ix_sales_channel_switches_communication_id`: `communication_id`
- `ix_sales_channel_switches_deal_id`: `deal_id`
- `ix_sales_channel_switches_from_channel`: `from_channel`
- `ix_sales_channel_switches_switch_id` unique: `switch_id`
- `ix_sales_channel_switches_switched_at`: `switched_at`
- `ix_sales_channel_switches_tenant_id`: `tenant_id`
- `ix_sales_channel_switches_to_channel`: `to_channel`
## `sales_external_links`
Physical foreign keys: none. Relations are stored as string ids and enforced only by service code.
| Column | Type | Null | PK | Unique | Indexed | Default |
|---|---|---:|---:|---:|---:|---|
| `id` | `INTEGER` | no | yes | no | no | `` |
| `link_id` | `VARCHAR(64)` | no | no | yes | yes | `` |
| `tenant_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `deal_id` | `VARCHAR(64)` | no | no | no | yes | `` |
| `communication_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `sales_call_id` | `VARCHAR(64)` | yes | no | no | yes | `` |
| `channel_provider` | `VARCHAR(32)` | no | no | no | yes | `` |
| `external_thread_id` | `VARCHAR(128)` | yes | no | no | no | `` |
| `external_chat_id` | `VARCHAR(128)` | yes | no | no | no | `` |
| `external_call_id` | `VARCHAR(128)` | yes | no | no | no | `` |
| `voice_session_id` | `VARCHAR(64)` | yes | no | no | no | `` |
| `ai_session_id` | `VARCHAR(64)` | yes | no | no | no | `` |
| `interaction_id` | `VARCHAR(64)` | yes | no | no | no | `` |
| `customer_id` | `VARCHAR(64)` | yes | no | no | no | `` |
| `phone_number` | `VARCHAR(64)` | yes | no | no | no | `` |
| `external_status` | `VARCHAR(32)` | yes | no | no | yes | `` |
| `link_metadata_json` | `TEXT` | no | no | no | no | `{}` |
| `created_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `updated_at` | `VARCHAR(64)` | no | no | no | yes | `` |
| `last_sync_at` | `VARCHAR(64)` | no | no | no | yes | `` |
Indexes:
- `idx_sales_external_links_customer_phone`: `customer_id`, `phone_number`
- `idx_sales_external_links_deal_sync`: `deal_id`, `last_sync_at`
- `idx_sales_external_links_external_call`: `external_call_id`
- `idx_sales_external_links_interaction`: `interaction_id`
- `idx_sales_external_links_thread`: `external_thread_id`
- `idx_sales_external_links_voice_session`: `voice_session_id`
- `ix_sales_external_links_channel_provider`: `channel_provider`
- `ix_sales_external_links_communication_id`: `communication_id`
- `ix_sales_external_links_created_at`: `created_at`
- `ix_sales_external_links_deal_id`: `deal_id`
- `ix_sales_external_links_external_status`: `external_status`
- `ix_sales_external_links_last_sync_at`: `last_sync_at`
- `ix_sales_external_links_link_id` unique: `link_id`
- `ix_sales_external_links_sales_call_id`: `sales_call_id`
- `ix_sales_external_links_tenant_id`: `tenant_id`
- `ix_sales_external_links_updated_at`: `updated_at`
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@@ -0,0 +1,32 @@
Dialect: sqlite
Applied migrations:
- 0001_core_sqlite.sql
- 0002_stage3_sqlite.sql
- 0003_wave2_auth_sqlite.sql
- 0004_webchat_sqlite.sql
- 0005_email_sqlite.sql
- 0006_recordings_sqlite.sql
- 0007_ivr_sqlite.sql
- 0008_reporting_expansion_sqlite.sql
- 0009_event_bus_sqlite.sql
- 0010_asterisk_bridge_sqlite.sql
- 0011_track11_voice_control_sqlite.sql
- 0012_telegram_chat_sqlite.sql
- 0013_asterisk_bridge_idempotency_sqlite.sql
- 0013_telegram_ai_sqlite.sql
- 0014_voice_ai_sqlite.sql
- 0015_voice_ai_media_sqlite.sql
- 0016_ivr_queue_code_sqlite.sql
- 0017_kb_localization_sqlite.sql
- 0018_postgres_readiness_sqlite.sql
- 0019_reporting_kpi_facts_sqlite.sql
- 0020_reporting_saved_views_sqlite.sql
- 0021_voice_start_identity_sqlite.sql
- 0022_voice_name_collection_config_sqlite.sql
- 0023_sales_sqlite.sql
- 0024_sales_external_links_sqlite.sql
MIGRATE_EXIT_STATUS=0
MISSING_MIGRATIONS=[]
SALES_APP_ROUTES=59
VALIDATE_EXIT_STATUS=0
@@ -0,0 +1,56 @@
# sales_service Migrations Inventory
## Migration Files
Sales-specific migrations:
| File | Purpose |
|---|---|
| `migrations/sql/0023_sales_sqlite.sql` | Creates main sales tables for SQLite. |
| `migrations/sql/0023_sales_postgres.sql` | Creates main sales tables for Postgres. |
| `migrations/sql/0024_sales_external_links_sqlite.sql` | Adds `sales_external_links` for SQLite. |
| `migrations/sql/0024_sales_external_links_postgres.sql` | Adds `sales_external_links` for Postgres. |
## Migration Runner
Runner: `scripts/migrate_core_db.py`.
Behavior:
- Detects dialect from `DATABASE_URL`.
- Selects all `*_{dialect}.sql` files in `migrations/sql`.
- Applies them in sorted filename order.
- Tracks applied files in `schema_migrations`.
Runtime schema mode:
- SQLite defaults to `SCHEMA_MANAGEMENT_MODE=legacy`, which calls `Base.metadata.create_all`.
- Non-SQLite requires `SCHEMA_MANAGEMENT_MODE=migrations`.
- `SCHEMA_MANAGEMENT_MODE=migrations` validates that all checked-in migration files were applied.
## Smoke Check
Command used:
```bash
DATABASE_URL="sqlite:///.../migration_check.db" \
SCHEMA_MANAGEMENT_MODE=migrations \
.venv/bin/python scripts/migrate_core_db.py
```
Result:
- Exit status: 0.
- Applied migrations include `0023_sales_sqlite.sql` and `0024_sales_external_links_sqlite.sql`.
- `missing_migration_versions()` returned `[]`.
- `services.sales_service.app` imports successfully after migrations.
Full output: `sales_service_migration_check.txt`.
## Observations
- `migrations/README.md` is stale: it still lists only `0001` and `0002`, while the repo now has migrations through `0024`.
- Sales migrations create no physical foreign keys between sales tables.
- Several external ids are indexed but not unique: messages, calls, payments.
- There is no migration for `Tenant`, configurable `Pipeline`, or configurable `Stage`.
- ORM metadata has more `index=True` declarations than the explicit SQL migrations create. Use `sales_service_er_db_sqlite.md` for the migrated DB baseline and `sales_service_er_map.md` for ORM intent.
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@@ -0,0 +1,202 @@
# sales_service Risk Points
## Step 4 Event Outbox Status
Current state after Step 4:
- `sales_service` publishes domain events to the shared `event_outbox`.
- Publisher: `services/sales_service/event_publisher.py` (`SalesEventPublisher`).
- Registry: `services/sales_service/sales_events.py`.
- Events are appended before `session.commit()`, in the same transaction as the business change.
- `tenant_id` is included in event envelope payload for every sales event.
Published MVP events:
- `lead.entered_crm`
- `lead.enrichment_completed`
- `deal.stage_changed`
- `deal.scenario_selected`
- `deal.next_action_scheduled`
- `deal.closed`
- `deal.lost`
- `deal.won`
- `communication.started`
- `communication.summary_created`
- `message.received`
- `message.sent`
- `call.received`
- `call.completed`
- `offer.created`
- `offer.sent`
- `offer.accepted`
- `offer.rejected`
- `deal.conditions_confirmed`
- `counterparty.completed`
- `document.created`
- `document.sent`
- `document.confirmed`
- `document.signed`
- `invoice.created`
- `invoice.sent`
- `invoice.overdue`
- `payment.received`
- `invoice.paid`
Remaining risks:
- No sales-specific consumers/handlers yet; outbox rows are ready for the shared dispatcher, but sales automation/analytics/post-sale reactions are future steps.
- The shared `event_outbox` schema has no dedicated `tenant_id`, `actor_type`, `actor_id`, or `causation_id` columns. These values are stored inside `payload_json.payload`.
- Event payload schemas are registry constants plus tests, not yet formal JSON Schema files.
## DEFAULT_TENANT_ID
Current state after Step 2:
- Production sales API flow no longer uses `DEFAULT_TENANT_ID`.
- `_tenant_id(actor)` requires tenant context from JWT/legacy dev header.
- Webhooks resolve tenant from auth/header or `tenant_integrations` provider mapping.
- Sales reads/writes are tenant-scoped.
Remaining risk:
- Tenant entity/settings are MVP-level, not full subscription/billing model.
- Webhook provider signature verification is still separate from tenant resolution.
## stage_id Changes
Current state after Step 3:
- `sales_pipelines` and `sales_pipeline_stages` exist.
- `Deal.pipeline_id` stores real `pip_*` public id.
- `Deal.stage_id` stores real `pst_*` public id.
- `STAGE_LABELS` is no longer the source of truth.
- `_apply_stage(...)` resolves stable stage code to tenant/pipeline stage id and writes `SalesStageHistoryRow`.
- Step 4 also publishes `deal.stage_changed` to `event_outbox`.
Initial stage writes:
- `_create_lead_and_deal_for_contact` resolves default stage code `new_qualified_lead` to real `pst_*` id and records history.
- `_resolve_deal_for_inbound` creates inbound lead/deal, resolves real stage id and records history.
- `create_lead` creates a lead and auto-deal, then records history with reason `lead.entered_crm`.
- `create_deal` resolves stage code/id input to real `pst_*` id and records history with reason `deal.created`.
Endpoint-driven stage changes:
- `POST /api/v1/leads/{lead_id}/enrich`
- `POST /api/v1/deals/{deal_id}/change-stage`
- `POST /api/v1/deals/{deal_id}/schedule-next-action`
- `POST /api/v1/deals/{deal_id}/close`
- `POST /api/v1/deals/{deal_id}/escalate`
- `POST /api/v1/deals/{deal_id}/communications/text`
- `POST /api/v1/deals/{deal_id}/communications/voice`
- `POST /api/v1/communications/{communication_id}/switch-channel`
- `POST /api/v1/communications/{communication_id}/bind-external`
- Offer actions: create/send/accept/reject.
- Conditions upsert.
- Counterparty create/patch.
- Document create/send/confirm.
- Invoice create/send/mark-overdue.
- Payment webhook success/partial.
Risk:
- No transition validation/state machine yet.
- Stage customization is API/MVP-level; no UI/admin migration workflow for moving active deals between stages.
## AutomationTask Creation
Central helper:
- `_schedule_task(session, deal, task_type, run_at, payload)` creates `SalesAutomationTaskRow`.
Creation points:
| Code area | task_type |
|---|---|
| `_start_communication` | `payload.next_action_type` |
| `POST /api/v1/deals/{deal_id}/schedule-next-action` | `payload.next_action_type` |
| `POST /api/v1/communications/{communication_id}/summary` | `payload.next_action_type` |
| `POST /api/v1/communications/{communication_id}/switch-channel` | `switch_to_{to_channel}` |
| `POST /api/v1/invoices/{invoice_id}/send` | `invoice_follow_up` |
Task fields:
- `status` defaults to `pending`.
- `retry_count` defaults to `0`.
- `last_error` exists.
- Index exists on `(run_at, status)`.
Risk:
- No worker/dispatcher found for pending tasks.
- No API found to list/update/execute/cancel/retry automation tasks.
- No overdue task handling found.
- Status values allow `running`, `completed`, `failed`, `canceled`, but code only creates `pending`.
## Payment Webhook
Endpoint:
- `POST /api/v1/payments/webhook`
Input:
- Required `deal_id`.
- Optional `invoice_id`.
- Optional `external_payment_id`.
- `payment_provider`, `amount`, `currency`, `status`, `paid_at`, `payment_method`, `failure_reason`, `metadata`.
Current flow:
1. Load deal by `payload.deal_id`.
2. If `invoice_id` is present, load invoice by id.
3. Create or update `SalesPaymentRow` idempotently by `(tenant_id, payment_provider, external_payment_id)` when external id is provided.
4. If invoice exists and status is `success`:
- invoice -> `paid`
- invoice.paid_at set
- deal.status -> `won`
- deal.closed_at set
- deal.final_amount set to payment amount
- stage -> `won`
- ensure CRM customer
5. If invoice exists and status is `partial`:
- invoice -> `partially_paid`
- stage -> `partially_paid`
6. If invoice exists and status is `failed`:
- only invoice.updated_at changes.
Risk:
- No provider signature verification.
- Payment idempotency depends on provider sending `external_payment_id`.
- Payment totals are not reconciled against invoice amount before marking paid.
- Endpoint still lacks provider-specific webhook signature authentication.
## Notes
Current state:
- `SalesNoteRow` and `sales_notes` exist.
- No `SalesNoteIn/Out` schemas found.
- No notes API routes found.
- `SalesWorkspaceOut` does not include notes.
Risk:
- Notes are table-only, not product-ready.
- System/user notes cannot be created or retrieved through current sales API.
## Escalation
Current state:
- `POST /api/v1/deals/{deal_id}/escalate` creates `SalesEscalationRow`.
- It sets `deal.assigned_human_user_id`.
- It sets `deal.scenario_type = "custom_human_escalation"`.
- It moves stage to `transferred_to_support`.
Risk:
- No resolve/reassign API found.
- No integration with queue/routing SLA in sales-service.
- No status transition beyond initial `open`.
@@ -0,0 +1,337 @@
[
{
"method": "POST",
"path": "/api/v1/calls/inbound-webhook",
"name": "inbound_call"
},
{
"method": "POST",
"path": "/api/v1/calls/outbound",
"name": "outbound_call"
},
{
"method": "POST",
"path": "/api/v1/calls/{call_id}/complete",
"name": "complete_call"
},
{
"method": "POST",
"path": "/api/v1/calls/{call_id}/transcript",
"name": "attach_transcript"
},
{
"method": "POST",
"path": "/api/v1/communications/{communication_id}/bind-external",
"name": "bind_external_communication"
},
{
"method": "POST",
"path": "/api/v1/communications/{communication_id}/summary",
"name": "summarize_communication"
},
{
"method": "POST",
"path": "/api/v1/communications/{communication_id}/switch-channel",
"name": "switch_channel"
},
{
"method": "GET",
"path": "/api/v1/dashboard",
"name": "sales_dashboard"
},
{
"method": "GET",
"path": "/api/v1/deals",
"name": "list_deals"
},
{
"method": "POST",
"path": "/api/v1/deals",
"name": "create_deal"
},
{
"method": "GET",
"path": "/api/v1/deals/{deal_id}",
"name": "get_deal"
},
{
"method": "PATCH",
"path": "/api/v1/deals/{deal_id}",
"name": "update_deal"
},
{
"method": "GET",
"path": "/api/v1/deals/{deal_id}/calls",
"name": "list_calls"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/change-stage",
"name": "change_stage"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/close",
"name": "close_deal"
},
{
"method": "GET",
"path": "/api/v1/deals/{deal_id}/communications",
"name": "list_communications"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/communications/text",
"name": "start_text_communication"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/communications/voice",
"name": "start_voice_communication"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/conditions",
"name": "upsert_conditions"
},
{
"method": "GET",
"path": "/api/v1/deals/{deal_id}/counterparty",
"name": "get_counterparty"
},
{
"method": "PATCH",
"path": "/api/v1/deals/{deal_id}/counterparty",
"name": "patch_counterparty"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/counterparty",
"name": "create_counterparty"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/documents",
"name": "create_document"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/escalate",
"name": "escalate_deal"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/invoices",
"name": "create_invoice"
},
{
"method": "GET",
"path": "/api/v1/deals/{deal_id}/messages",
"name": "list_messages"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/offers",
"name": "create_offer"
},
{
"method": "GET",
"path": "/api/v1/deals/{deal_id}/payments",
"name": "list_payments"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/schedule-next-action",
"name": "schedule_next_action"
},
{
"method": "POST",
"path": "/api/v1/deals/{deal_id}/select-scenario",
"name": "select_scenario"
},
{
"method": "GET",
"path": "/api/v1/deals/{deal_id}/workspace",
"name": "get_workspace"
},
{
"method": "GET",
"path": "/api/v1/documents/{document_id}",
"name": "get_document"
},
{
"method": "POST",
"path": "/api/v1/documents/{document_id}/confirm",
"name": "confirm_document"
},
{
"method": "POST",
"path": "/api/v1/documents/{document_id}/send",
"name": "send_document"
},
{
"method": "POST",
"path": "/api/v1/documents/{document_id}/sign-status-webhook",
"name": "sign_document"
},
{
"method": "GET",
"path": "/api/v1/invoices/{invoice_id}",
"name": "get_invoice"
},
{
"method": "POST",
"path": "/api/v1/invoices/{invoice_id}/mark-overdue",
"name": "mark_invoice_overdue"
},
{
"method": "POST",
"path": "/api/v1/invoices/{invoice_id}/send",
"name": "send_invoice"
},
{
"method": "GET",
"path": "/api/v1/leads",
"name": "list_leads"
},
{
"method": "POST",
"path": "/api/v1/leads",
"name": "create_lead"
},
{
"method": "GET",
"path": "/api/v1/leads/{lead_id}",
"name": "get_lead"
},
{
"method": "PATCH",
"path": "/api/v1/leads/{lead_id}",
"name": "update_lead"
},
{
"method": "POST",
"path": "/api/v1/leads/{lead_id}/convert-to-deal",
"name": "convert_lead_to_deal"
},
{
"method": "POST",
"path": "/api/v1/leads/{lead_id}/enrich",
"name": "enrich_lead"
},
{
"method": "POST",
"path": "/api/v1/messages/inbound-webhook",
"name": "inbound_message"
},
{
"method": "POST",
"path": "/api/v1/messages/outbound",
"name": "outbound_message"
},
{
"method": "GET",
"path": "/api/v1/offers/{offer_id}",
"name": "get_offer"
},
{
"method": "POST",
"path": "/api/v1/offers/{offer_id}/accept",
"name": "accept_offer"
},
{
"method": "POST",
"path": "/api/v1/offers/{offer_id}/reject",
"name": "reject_offer"
},
{
"method": "POST",
"path": "/api/v1/offers/{offer_id}/send",
"name": "send_offer"
},
{
"method": "POST",
"path": "/api/v1/payments/webhook",
"name": "payment_webhook"
},
{
"method": "POST",
"path": "/api/v1/payments/{payment_id}/reconcile",
"name": "reconcile_payment"
},
{
"method": "PATCH",
"path": "/api/v1/pipeline-stages/{stage_id}",
"name": "update_pipeline_stage"
},
{
"method": "GET",
"path": "/api/v1/pipelines",
"name": "list_pipelines"
},
{
"method": "POST",
"path": "/api/v1/pipelines",
"name": "create_pipeline"
},
{
"method": "GET",
"path": "/api/v1/pipelines/{pipeline_id}",
"name": "get_pipeline"
},
{
"method": "PATCH",
"path": "/api/v1/pipelines/{pipeline_id}",
"name": "update_pipeline"
},
{
"method": "POST",
"path": "/api/v1/pipelines/{pipeline_id}/set-default",
"name": "set_default_pipeline"
},
{
"method": "GET",
"path": "/api/v1/pipelines/{pipeline_id}/stages",
"name": "list_pipeline_stages"
},
{
"method": "POST",
"path": "/api/v1/pipelines/{pipeline_id}/stages",
"name": "create_pipeline_stage"
},
{
"method": "GET",
"path": "/docs",
"name": "swagger_ui_html"
},
{
"method": "GET",
"path": "/docs/oauth2-redirect",
"name": "swagger_ui_redirect"
},
{
"method": "GET",
"path": "/health",
"name": "health"
},
{
"method": "POST",
"path": "/internal/sales-sync/telegram",
"name": "sync_telegram_thread"
},
{
"method": "POST",
"path": "/internal/sales-sync/voice",
"name": "sync_voice_session"
},
{
"method": "GET",
"path": "/openapi.json",
"name": "openapi"
},
{
"method": "GET",
"path": "/redoc",
"name": "redoc_html"
}
]
@@ -0,0 +1,136 @@
...FF. [100%]
=================================== FAILURES ===================================
___________ test_sales_internal_telegram_sync_auto_creates_workspace ___________
def test_sales_internal_telegram_sync_auto_creates_workspace():
client = TestClient(sales_module.app)
response = client.post(
"/internal/sales-sync/telegram",
json={
"thread_id": "tg-thread-auto-01",
"chat_id": "tg-chat-auto-01",
"interaction_id": "int_tg_auto_01",
"phone_number": "+77005550101",
"display_name": "Telegram Prospect",
"queue_id": "q_sales",
"status": "new",
"ai_state": "queued",
"message_id": "msg_tg_auto_01",
"external_message_id": "ext_tg_auto_01",
"text": "Здравствуйте, нужен расчет и коммерческое предложение.",
"direction": "inbound",
"author_type": "customer",
"author_id": "tg-user-01",
"metadata": {"username": "sales_prospect"},
},
headers=_headers(),
)
assert response.status_code == 200
workspace = response.json()
assert workspace["deal"]["current_channel"] == "telegram"
assert workspace["deal"]["preferred_channel"] == "telegram"
> assert workspace["communications"][0]["channel_provider"] == "telegram"
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
E KeyError: 'channel_provider'
tests/test_sales_service.py:220: KeyError
__________ test_sales_internal_voice_sync_creates_call_and_transcript __________
def test_sales_internal_voice_sync_creates_call_and_transcript():
client = TestClient(sales_module.app)
response = client.post(
"/internal/sales-sync/voice",
json={
"call_id": "call-auto-voice-01",
"interaction_id": "int_voice_auto_01",
"queue_id": "q_voice_sales",
"queue_code": "voice_sales",
"caller_number": "+77005550202",
"caller_name": "Voice Prospect",
"voice_session_id": "avs_auto_01",
"ai_session_id": "ais_auto_01",
"ai_state": "completed",
"telephony_status": "ended",
"call_status": "completed",
"started_at": "2026-05-08T10:00:00Z",
"ended_at": "2026-05-08T10:03:00Z",
"summary": "Клиент запросил прайс и условия подключения.",
"transcript_text": "customer: Добрый день, нужен прайс.\nassistant: Подготовлю информацию.",
"metadata": {"agent_profile": "voice_sales"},
},
headers=_headers(),
)
assert response.status_code == 200
workspace = response.json()
assert workspace["deal"]["current_channel"] == "voice"
assert workspace["communications"][0]["channel_type"] == "voice"
assert workspace["communications"][0]["metadata"]["voice_session_id"] == "avs_auto_01"
assert workspace["calls"][0]["external_call_id"] == "call-auto-voice-01"
> assert workspace["transcripts"][0]["transcript_text"].startswith("customer:")
^^^^^^^^^^^^^^^^^^^^^^^^
E KeyError: 'transcripts'
tests/test_sales_service.py:257: KeyError
=============================== warnings summary ===============================
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
/Users/magzhanzhumabayev/Desktop/projects/kazakhtelecom/telecom-crm/call-center/services/telegram_adapter_service/app.py:1493: DeprecationWarning:
on_event is deprecated, use lifespan event handlers instead.
Read more about it in the
[FastAPI docs for Lifespan Events](https://fastapi.tiangolo.com/advanced/events/).
@app.on_event("startup")
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
/Users/magzhanzhumabayev/Desktop/projects/kazakhtelecom/telecom-crm/call-center/.venv/lib/python3.11/site-packages/fastapi/applications.py:4495: DeprecationWarning:
on_event is deprecated, use lifespan event handlers instead.
Read more about it in the
[FastAPI docs for Lifespan Events](https://fastapi.tiangolo.com/advanced/events/).
return self.router.on_event(event_type)
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
/Users/magzhanzhumabayev/Desktop/projects/kazakhtelecom/telecom-crm/call-center/services/telegram_adapter_service/app.py:1498: DeprecationWarning:
on_event is deprecated, use lifespan event handlers instead.
Read more about it in the
[FastAPI docs for Lifespan Events](https://fastapi.tiangolo.com/advanced/events/).
@app.on_event("shutdown")
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
/Users/magzhanzhumabayev/Desktop/projects/kazakhtelecom/telecom-crm/call-center/services/asterisk_bridge_service/app.py:507: DeprecationWarning:
on_event is deprecated, use lifespan event handlers instead.
Read more about it in the
[FastAPI docs for Lifespan Events](https://fastapi.tiangolo.com/advanced/events/).
@app.on_event("startup")
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
/Users/magzhanzhumabayev/Desktop/projects/kazakhtelecom/telecom-crm/call-center/services/asterisk_bridge_service/app.py:512: DeprecationWarning:
on_event is deprecated, use lifespan event handlers instead.
Read more about it in the
[FastAPI docs for Lifespan Events](https://fastapi.tiangolo.com/advanced/events/).
@app.on_event("shutdown")
tests/test_sales_service.py::test_sales_lead_creation_auto_creates_deal_and_workspace
/Users/magzhanzhumabayev/Desktop/projects/kazakhtelecom/telecom-crm/call-center/services/shared/audioop_compat.py:8: DeprecationWarning: 'audioop' is deprecated and slated for removal in Python 3.13
import audioop as _audioop
-- Docs: https://docs.pytest.org/en/stable/how-to/capture-warnings.html
=========================== short test summary info ============================
FAILED tests/test_sales_service.py::test_sales_internal_telegram_sync_auto_creates_workspace
FAILED tests/test_sales_service.py::test_sales_internal_voice_sync_creates_call_and_transcript
EXIT_STATUS=1
+6
View File
@@ -360,6 +360,12 @@ async def _forward(method: str, service: str, path: str, request: Request) -> Re
}
if request.headers.get("Authorization"):
headers["Authorization"] = request.headers["Authorization"]
if request.headers.get("X-Tenant-ID"):
headers["X-Tenant-ID"] = request.headers["X-Tenant-ID"]
if request.headers.get("X-Provider-Account-ID"):
headers["X-Provider-Account-ID"] = request.headers["X-Provider-Account-ID"]
if request.headers.get("X-Provider-Name"):
headers["X-Provider-Name"] = request.headers["X-Provider-Name"]
if request.headers.get("X-Telegram-Bot-Api-Secret-Token"):
headers["X-Telegram-Bot-Api-Secret-Token"] = request.headers[
"X-Telegram-Bot-Api-Secret-Token"
+67
View File
@@ -0,0 +1,67 @@
CREATE TABLE IF NOT EXISTS tenants (
id BIGSERIAL PRIMARY KEY,
tenant_id TEXT NOT NULL UNIQUE,
name TEXT NOT NULL,
business_type TEXT,
industry TEXT,
country TEXT,
city TEXT,
timezone TEXT NOT NULL DEFAULT 'Asia/Almaty',
language_preferences_json TEXT NOT NULL DEFAULT '["ru"]',
default_currency TEXT NOT NULL DEFAULT 'KZT',
subscription_plan TEXT,
is_active BOOLEAN NOT NULL DEFAULT TRUE,
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE INDEX IF NOT EXISTS ix_tenants_tenant_id ON tenants(tenant_id);
CREATE INDEX IF NOT EXISTS ix_tenants_is_active ON tenants(is_active);
CREATE INDEX IF NOT EXISTS ix_tenants_country ON tenants(country);
CREATE INDEX IF NOT EXISTS ix_tenants_city ON tenants(city);
CREATE INDEX IF NOT EXISTS ix_tenants_default_currency ON tenants(default_currency);
CREATE TABLE IF NOT EXISTS tenant_sales_settings (
id BIGSERIAL PRIMARY KEY,
tenant_id TEXT NOT NULL UNIQUE,
default_pipeline_id TEXT,
default_language TEXT NOT NULL DEFAULT 'ru',
default_currency TEXT NOT NULL DEFAULT 'KZT',
enabled_text_channels_json TEXT NOT NULL DEFAULT '[]',
enabled_voice_channels_json TEXT NOT NULL DEFAULT '[]',
payment_provider_settings_json TEXT NOT NULL DEFAULT '{}',
document_settings_json TEXT NOT NULL DEFAULT '{}',
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE INDEX IF NOT EXISTS ix_tenant_sales_settings_tenant_id ON tenant_sales_settings(tenant_id);
CREATE INDEX IF NOT EXISTS ix_tenant_sales_settings_default_pipeline_id ON tenant_sales_settings(default_pipeline_id);
CREATE TABLE IF NOT EXISTS tenant_integrations (
id BIGSERIAL PRIMARY KEY,
integration_id TEXT NOT NULL UNIQUE,
tenant_id TEXT NOT NULL,
provider_type TEXT NOT NULL,
provider_name TEXT NOT NULL,
provider_account_id TEXT,
external_identifier TEXT,
settings_json TEXT NOT NULL DEFAULT '{}',
is_active BOOLEAN NOT NULL DEFAULT TRUE,
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_integration_id ON tenant_integrations(integration_id);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_tenant_id ON tenant_integrations(tenant_id);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_provider_type ON tenant_integrations(provider_type);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_provider_name ON tenant_integrations(provider_name);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_provider_account_id ON tenant_integrations(provider_account_id);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_external_identifier ON tenant_integrations(external_identifier);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_is_active ON tenant_integrations(is_active);
CREATE INDEX IF NOT EXISTS idx_tenant_integrations_provider_account ON tenant_integrations(provider_type, provider_name, provider_account_id);
CREATE INDEX IF NOT EXISTS idx_tenant_integrations_external_identifier ON tenant_integrations(provider_type, provider_name, external_identifier);
CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payments_tenant_external_payment_unique
ON sales_payments(tenant_id, payment_provider, external_payment_id)
WHERE external_payment_id IS NOT NULL;
+67
View File
@@ -0,0 +1,67 @@
CREATE TABLE IF NOT EXISTS tenants (
id INTEGER PRIMARY KEY AUTOINCREMENT,
tenant_id TEXT NOT NULL UNIQUE,
name TEXT NOT NULL,
business_type TEXT,
industry TEXT,
country TEXT,
city TEXT,
timezone TEXT NOT NULL DEFAULT 'Asia/Almaty',
language_preferences_json TEXT NOT NULL DEFAULT '["ru"]',
default_currency TEXT NOT NULL DEFAULT 'KZT',
subscription_plan TEXT,
is_active BOOLEAN NOT NULL DEFAULT 1,
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE INDEX IF NOT EXISTS ix_tenants_tenant_id ON tenants(tenant_id);
CREATE INDEX IF NOT EXISTS ix_tenants_is_active ON tenants(is_active);
CREATE INDEX IF NOT EXISTS ix_tenants_country ON tenants(country);
CREATE INDEX IF NOT EXISTS ix_tenants_city ON tenants(city);
CREATE INDEX IF NOT EXISTS ix_tenants_default_currency ON tenants(default_currency);
CREATE TABLE IF NOT EXISTS tenant_sales_settings (
id INTEGER PRIMARY KEY AUTOINCREMENT,
tenant_id TEXT NOT NULL UNIQUE,
default_pipeline_id TEXT,
default_language TEXT NOT NULL DEFAULT 'ru',
default_currency TEXT NOT NULL DEFAULT 'KZT',
enabled_text_channels_json TEXT NOT NULL DEFAULT '[]',
enabled_voice_channels_json TEXT NOT NULL DEFAULT '[]',
payment_provider_settings_json TEXT NOT NULL DEFAULT '{}',
document_settings_json TEXT NOT NULL DEFAULT '{}',
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE INDEX IF NOT EXISTS ix_tenant_sales_settings_tenant_id ON tenant_sales_settings(tenant_id);
CREATE INDEX IF NOT EXISTS ix_tenant_sales_settings_default_pipeline_id ON tenant_sales_settings(default_pipeline_id);
CREATE TABLE IF NOT EXISTS tenant_integrations (
id INTEGER PRIMARY KEY AUTOINCREMENT,
integration_id TEXT NOT NULL UNIQUE,
tenant_id TEXT NOT NULL,
provider_type TEXT NOT NULL,
provider_name TEXT NOT NULL,
provider_account_id TEXT,
external_identifier TEXT,
settings_json TEXT NOT NULL DEFAULT '{}',
is_active BOOLEAN NOT NULL DEFAULT 1,
created_at TEXT NOT NULL,
updated_at TEXT NOT NULL
);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_integration_id ON tenant_integrations(integration_id);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_tenant_id ON tenant_integrations(tenant_id);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_provider_type ON tenant_integrations(provider_type);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_provider_name ON tenant_integrations(provider_name);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_provider_account_id ON tenant_integrations(provider_account_id);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_external_identifier ON tenant_integrations(external_identifier);
CREATE INDEX IF NOT EXISTS ix_tenant_integrations_is_active ON tenant_integrations(is_active);
CREATE INDEX IF NOT EXISTS idx_tenant_integrations_provider_account ON tenant_integrations(provider_type, provider_name, provider_account_id);
CREATE INDEX IF NOT EXISTS idx_tenant_integrations_external_identifier ON tenant_integrations(provider_type, provider_name, external_identifier);
CREATE UNIQUE INDEX IF NOT EXISTS idx_sales_payments_tenant_external_payment_unique
ON sales_payments(tenant_id, payment_provider, external_payment_id)
WHERE external_payment_id IS NOT NULL;
@@ -0,0 +1,45 @@
CREATE TABLE IF NOT EXISTS sales_pipelines (
id SERIAL PRIMARY KEY,
pipeline_id VARCHAR(64) NOT NULL UNIQUE,
tenant_id VARCHAR(64) NOT NULL,
code VARCHAR(64) NOT NULL,
name VARCHAR(256) NOT NULL,
description TEXT,
is_default BOOLEAN NOT NULL DEFAULT FALSE,
is_active BOOLEAN NOT NULL DEFAULT TRUE,
created_at VARCHAR(64) NOT NULL,
updated_at VARCHAR(64) NOT NULL,
CONSTRAINT uq_sales_pipelines_tenant_code UNIQUE (tenant_id, code)
);
CREATE INDEX IF NOT EXISTS ix_sales_pipelines_pipeline_id ON sales_pipelines (pipeline_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipelines_tenant_id ON sales_pipelines (tenant_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipelines_code ON sales_pipelines (code);
CREATE INDEX IF NOT EXISTS idx_sales_pipelines_tenant_default ON sales_pipelines (tenant_id, is_default, is_active);
CREATE UNIQUE INDEX IF NOT EXISTS uq_sales_pipelines_one_default_per_tenant
ON sales_pipelines (tenant_id)
WHERE is_default IS TRUE;
CREATE TABLE IF NOT EXISTS sales_pipeline_stages (
id SERIAL PRIMARY KEY,
stage_id VARCHAR(64) NOT NULL UNIQUE,
tenant_id VARCHAR(64) NOT NULL,
pipeline_id VARCHAR(64) NOT NULL,
code VARCHAR(64) NOT NULL,
name VARCHAR(256) NOT NULL,
category VARCHAR(64) NOT NULL,
sort_order INTEGER NOT NULL DEFAULT 0,
is_terminal BOOLEAN NOT NULL DEFAULT FALSE,
is_system BOOLEAN NOT NULL DEFAULT FALSE,
is_active BOOLEAN NOT NULL DEFAULT TRUE,
created_at VARCHAR(64) NOT NULL,
updated_at VARCHAR(64) NOT NULL,
CONSTRAINT uq_sales_pipeline_stages_tenant_pipeline_code UNIQUE (tenant_id, pipeline_id, code)
);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_stage_id ON sales_pipeline_stages (stage_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_tenant_id ON sales_pipeline_stages (tenant_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_pipeline_id ON sales_pipeline_stages (pipeline_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_code ON sales_pipeline_stages (code);
CREATE INDEX IF NOT EXISTS idx_sales_pipeline_stages_pipeline_order ON sales_pipeline_stages (tenant_id, pipeline_id, sort_order);
CREATE INDEX IF NOT EXISTS idx_sales_pipeline_stages_tenant_active ON sales_pipeline_stages (tenant_id, is_active);
@@ -0,0 +1,45 @@
CREATE TABLE IF NOT EXISTS sales_pipelines (
id INTEGER PRIMARY KEY AUTOINCREMENT,
pipeline_id VARCHAR(64) NOT NULL UNIQUE,
tenant_id VARCHAR(64) NOT NULL,
code VARCHAR(64) NOT NULL,
name VARCHAR(256) NOT NULL,
description TEXT,
is_default BOOLEAN NOT NULL DEFAULT 0,
is_active BOOLEAN NOT NULL DEFAULT 1,
created_at VARCHAR(64) NOT NULL,
updated_at VARCHAR(64) NOT NULL,
CONSTRAINT uq_sales_pipelines_tenant_code UNIQUE (tenant_id, code)
);
CREATE INDEX IF NOT EXISTS ix_sales_pipelines_pipeline_id ON sales_pipelines (pipeline_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipelines_tenant_id ON sales_pipelines (tenant_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipelines_code ON sales_pipelines (code);
CREATE INDEX IF NOT EXISTS idx_sales_pipelines_tenant_default ON sales_pipelines (tenant_id, is_default, is_active);
CREATE UNIQUE INDEX IF NOT EXISTS uq_sales_pipelines_one_default_per_tenant
ON sales_pipelines (tenant_id)
WHERE is_default = 1;
CREATE TABLE IF NOT EXISTS sales_pipeline_stages (
id INTEGER PRIMARY KEY AUTOINCREMENT,
stage_id VARCHAR(64) NOT NULL UNIQUE,
tenant_id VARCHAR(64) NOT NULL,
pipeline_id VARCHAR(64) NOT NULL,
code VARCHAR(64) NOT NULL,
name VARCHAR(256) NOT NULL,
category VARCHAR(64) NOT NULL,
sort_order INTEGER NOT NULL DEFAULT 0,
is_terminal BOOLEAN NOT NULL DEFAULT 0,
is_system BOOLEAN NOT NULL DEFAULT 0,
is_active BOOLEAN NOT NULL DEFAULT 1,
created_at VARCHAR(64) NOT NULL,
updated_at VARCHAR(64) NOT NULL,
CONSTRAINT uq_sales_pipeline_stages_tenant_pipeline_code UNIQUE (tenant_id, pipeline_id, code)
);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_stage_id ON sales_pipeline_stages (stage_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_tenant_id ON sales_pipeline_stages (tenant_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_pipeline_id ON sales_pipeline_stages (pipeline_id);
CREATE INDEX IF NOT EXISTS ix_sales_pipeline_stages_code ON sales_pipeline_stages (code);
CREATE INDEX IF NOT EXISTS idx_sales_pipeline_stages_pipeline_order ON sales_pipeline_stages (tenant_id, pipeline_id, sort_order);
CREATE INDEX IF NOT EXISTS idx_sales_pipeline_stages_tenant_active ON sales_pipeline_stages (tenant_id, is_active);
+8
View File
@@ -566,6 +566,13 @@ def oidc_callback(request: Request, state: str = "", code: str = "", error: str
).strip()
full_name = str(claims.get("name") or "").strip() or None
email = str(claims.get("email") or "").strip() or None
tenant_id = str(
claims.get("tenant_id")
or claims.get("organization_id")
or claims.get("org_id")
or claims.get("tid")
or ""
).strip() or None
token = issue_app_token(
subject=str(claims.get("sub") or ""),
@@ -575,6 +582,7 @@ def oidc_callback(request: Request, state: str = "", code: str = "", error: str
provider=_oidc_provider(),
full_name=full_name,
email=email,
tenant_id=tenant_id,
)
_consume_oidc_state(state)
return _html_bridge(
File diff suppressed because it is too large Load Diff
+53
View File
@@ -0,0 +1,53 @@
from __future__ import annotations
from typing import Any
from sqlalchemy.orm import Session
from services.shared.event_bus import append_outbox_event
from .sales_events import SALES_EVENT_VERSION
class SalesEventPublisher:
producer_service = "sales-service"
@classmethod
def publish_sales_event(
cls,
session: Session,
*,
tenant_id: str,
event_type: str,
aggregate_type: str,
aggregate_id: str,
payload: dict[str, Any],
actor_type: str | None = None,
actor_id: str | None = None,
correlation_id: str | None = None,
causation_id: str | None = None,
):
event_payload: dict[str, Any] = {
"tenant_id": tenant_id,
"aggregate_type": aggregate_type,
"aggregate_id": aggregate_id,
**payload,
}
if actor_type:
event_payload["actor_type"] = actor_type
if actor_id:
event_payload["actor_id"] = actor_id
if causation_id:
event_payload["causation_id"] = causation_id
row = append_outbox_event(
session,
event_type=event_type,
producer_service=cls.producer_service,
entity_type=aggregate_type,
entity_id=aggregate_id,
payload=event_payload,
correlation_id=correlation_id,
)
row.event_version = SALES_EVENT_VERSION
return row
+69
View File
@@ -0,0 +1,69 @@
SALES_EVENT_VERSION = 1
LEAD_ENTERED_CRM = "lead.entered_crm"
LEAD_ENRICHMENT_COMPLETED = "lead.enrichment_completed"
DEAL_STAGE_CHANGED = "deal.stage_changed"
DEAL_SCENARIO_SELECTED = "deal.scenario_selected"
DEAL_NEXT_ACTION_SCHEDULED = "deal.next_action_scheduled"
DEAL_CLOSED = "deal.closed"
DEAL_LOST = "deal.lost"
DEAL_WON = "deal.won"
COMMUNICATION_STARTED = "communication.started"
COMMUNICATION_SUMMARY_CREATED = "communication.summary_created"
MESSAGE_RECEIVED = "message.received"
MESSAGE_SENT = "message.sent"
CALL_RECEIVED = "call.received"
CALL_COMPLETED = "call.completed"
OFFER_CREATED = "offer.created"
OFFER_SENT = "offer.sent"
OFFER_ACCEPTED = "offer.accepted"
OFFER_REJECTED = "offer.rejected"
DEAL_CONDITIONS_CONFIRMED = "deal.conditions_confirmed"
COUNTERPARTY_COMPLETED = "counterparty.completed"
DOCUMENT_CREATED = "document.created"
DOCUMENT_SENT = "document.sent"
DOCUMENT_CONFIRMED = "document.confirmed"
DOCUMENT_SIGNED = "document.signed"
INVOICE_CREATED = "invoice.created"
INVOICE_SENT = "invoice.sent"
INVOICE_OVERDUE = "invoice.overdue"
PAYMENT_RECEIVED = "payment.received"
INVOICE_PAID = "invoice.paid"
SALES_EVENT_TYPES = {
LEAD_ENTERED_CRM,
LEAD_ENRICHMENT_COMPLETED,
DEAL_STAGE_CHANGED,
DEAL_SCENARIO_SELECTED,
DEAL_NEXT_ACTION_SCHEDULED,
DEAL_CLOSED,
DEAL_LOST,
DEAL_WON,
COMMUNICATION_STARTED,
COMMUNICATION_SUMMARY_CREATED,
MESSAGE_RECEIVED,
MESSAGE_SENT,
CALL_RECEIVED,
CALL_COMPLETED,
OFFER_CREATED,
OFFER_SENT,
OFFER_ACCEPTED,
OFFER_REJECTED,
DEAL_CONDITIONS_CONFIRMED,
COUNTERPARTY_COMPLETED,
DOCUMENT_CREATED,
DOCUMENT_SENT,
DOCUMENT_CONFIRMED,
DOCUMENT_SIGNED,
INVOICE_CREATED,
INVOICE_SENT,
INVOICE_OVERDUE,
PAYMENT_RECEIVED,
INVOICE_PAID,
}
+80 -3
View File
@@ -40,6 +40,74 @@ SalesPaymentStatus = Literal["pending", "success", "failed", "canceled", "partia
SalesEscalationSeverity = Literal["low", "medium", "high", "critical"]
SalesEscalationStatus = Literal["open", "in_progress", "resolved"]
SalesAutomationStatus = Literal["pending", "running", "completed", "failed", "canceled"]
SalesPipelineStageCategory = Literal["entry", "communication", "commercial", "paperwork", "finance", "closing"]
class SalesStageRefOut(BaseModel):
id: str
code: str
name: str
category: SalesPipelineStageCategory
sort_order: int
class SalesPipelineOut(BaseModel):
pipeline_id: str
tenant_id: str
code: str
name: str
description: str | None = None
is_default: bool
is_active: bool
created_at: str
updated_at: str
class SalesPipelineCreate(BaseModel):
code: str = Field(default="default_sales", min_length=2)
name: str = Field(min_length=2)
description: str | None = None
is_default: bool = False
is_active: bool = True
class SalesPipelineUpdate(BaseModel):
name: str | None = Field(default=None, min_length=2)
description: str | None = None
is_default: bool | None = None
is_active: bool | None = None
class SalesPipelineStageOut(BaseModel):
stage_id: str
tenant_id: str
pipeline_id: str
code: str
name: str
category: SalesPipelineStageCategory
sort_order: int
is_terminal: bool
is_system: bool
is_active: bool
created_at: str
updated_at: str
class SalesPipelineStageCreate(BaseModel):
code: str = Field(min_length=2)
name: str = Field(min_length=2)
category: SalesPipelineStageCategory
sort_order: int = 0
is_terminal: bool = False
is_system: bool = False
is_active: bool = True
class SalesPipelineStageUpdate(BaseModel):
name: str | None = Field(default=None, min_length=2)
category: SalesPipelineStageCategory | None = None
sort_order: int | None = None
is_active: bool | None = None
class SalesLeadCreate(BaseModel):
@@ -117,7 +185,8 @@ class SalesLeadOut(BaseModel):
class SalesDealCreate(BaseModel):
lead_id: str | None = None
customer_id: str | None = None
stage_id: str = "new_qualified_lead"
stage_id: str | None = Field(default=None, min_length=2)
stage_code: str | None = Field(default=None, min_length=2)
scenario_type: SalesScenarioType = "quick_sale"
priority: int = Field(default=3, ge=1, le=5)
title: str = Field(min_length=3)
@@ -151,7 +220,8 @@ class SalesDealUpdate(BaseModel):
class SalesDealStageChangeIn(BaseModel):
stage_id: str = Field(min_length=2)
stage_id: str | None = Field(default=None, min_length=2)
stage_code: str | None = Field(default=None, min_length=2)
reason: str | None = None
@@ -175,8 +245,10 @@ class SalesDealOut(BaseModel):
tenant_id: str
lead_id: str | None = None
customer_id: str | None = None
pipeline_id: str = "sales_default"
pipeline_id: str
stage_id: str
pipeline: SalesPipelineOut | None = None
stage: SalesStageRefOut | None = None
scenario_type: SalesScenarioType
priority: int
title: str
@@ -578,6 +650,8 @@ class SalesStageHistoryOut(BaseModel):
deal_id: str
from_stage_id: str | None = None
to_stage_id: str
from_stage: SalesStageRefOut | None = None
to_stage: SalesStageRefOut | None = None
changed_by_type: str
changed_by_id: str | None = None
reason: str | None = None
@@ -605,6 +679,8 @@ class SalesTimelineEventOut(BaseModel):
class SalesWorkspaceOut(BaseModel):
lead: SalesLeadOut | None = None
deal: SalesDealOut
pipeline: SalesPipelineOut | None = None
stage: SalesStageRefOut | None = None
communications: list[SalesCommunicationOut] = Field(default_factory=list)
messages: list[SalesMessageOut] = Field(default_factory=list)
calls: list[SalesCallOut] = Field(default_factory=list)
@@ -624,6 +700,7 @@ class SalesWorkspaceOut(BaseModel):
class SalesDashboardStageOut(BaseModel):
stage_id: str
label: str
stage: SalesStageRefOut | None = None
count: int = 0
amount: float = 0.0
+87 -2
View File
@@ -1,11 +1,96 @@
from __future__ import annotations
from sqlalchemy import Boolean, Float, Index, Integer, String, Text
from sqlalchemy import Boolean, Float, Index, Integer, String, Text, UniqueConstraint, text
from sqlalchemy.orm import Mapped, mapped_column
from services.shared.sql_models import Base
class TenantSalesSettingsRow(Base):
__tablename__ = "tenant_sales_settings"
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
tenant_id: Mapped[str] = mapped_column(String(64), unique=True, index=True)
default_pipeline_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
default_language: Mapped[str] = mapped_column(String(16), default="ru", index=True)
default_currency: Mapped[str] = mapped_column(String(16), default="KZT", index=True)
enabled_text_channels_json: Mapped[str] = mapped_column(Text, default="[]")
enabled_voice_channels_json: Mapped[str] = mapped_column(Text, default="[]")
payment_provider_settings_json: Mapped[str] = mapped_column(Text, default="{}")
document_settings_json: Mapped[str] = mapped_column(Text, default="{}")
created_at: Mapped[str] = mapped_column(String(64), index=True)
updated_at: Mapped[str] = mapped_column(String(64), index=True)
class TenantIntegrationRow(Base):
__tablename__ = "tenant_integrations"
__table_args__ = (
Index("idx_tenant_integrations_provider_account", "provider_type", "provider_name", "provider_account_id"),
Index("idx_tenant_integrations_external_identifier", "provider_type", "provider_name", "external_identifier"),
)
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
integration_id: Mapped[str] = mapped_column(String(64), unique=True, index=True)
tenant_id: Mapped[str] = mapped_column(String(64), index=True)
provider_type: Mapped[str] = mapped_column(String(64), index=True)
provider_name: Mapped[str] = mapped_column(String(64), index=True)
provider_account_id: Mapped[str | None] = mapped_column(String(128), nullable=True, index=True)
external_identifier: Mapped[str | None] = mapped_column(String(128), nullable=True, index=True)
settings_json: Mapped[str] = mapped_column(Text, default="{}")
is_active: Mapped[bool] = mapped_column(Boolean, default=True, index=True)
created_at: Mapped[str] = mapped_column(String(64), index=True)
updated_at: Mapped[str] = mapped_column(String(64), index=True)
class SalesPipelineRow(Base):
__tablename__ = "sales_pipelines"
__table_args__ = (
UniqueConstraint("tenant_id", "code", name="uq_sales_pipelines_tenant_code"),
Index("idx_sales_pipelines_tenant_default", "tenant_id", "is_default", "is_active"),
Index(
"uq_sales_pipelines_one_default_per_tenant",
"tenant_id",
unique=True,
sqlite_where=text("is_default = 1"),
postgresql_where=text("is_default IS TRUE"),
),
)
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
pipeline_id: Mapped[str] = mapped_column(String(64), unique=True, index=True)
tenant_id: Mapped[str] = mapped_column(String(64), index=True)
code: Mapped[str] = mapped_column(String(64), index=True)
name: Mapped[str] = mapped_column(String(256))
description: Mapped[str | None] = mapped_column(Text, nullable=True)
is_default: Mapped[bool] = mapped_column(Boolean, default=False, index=True)
is_active: Mapped[bool] = mapped_column(Boolean, default=True, index=True)
created_at: Mapped[str] = mapped_column(String(64), index=True)
updated_at: Mapped[str] = mapped_column(String(64), index=True)
class SalesPipelineStageRow(Base):
__tablename__ = "sales_pipeline_stages"
__table_args__ = (
UniqueConstraint("tenant_id", "pipeline_id", "code", name="uq_sales_pipeline_stages_tenant_pipeline_code"),
Index("idx_sales_pipeline_stages_pipeline_order", "tenant_id", "pipeline_id", "sort_order"),
Index("idx_sales_pipeline_stages_tenant_active", "tenant_id", "is_active"),
)
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
stage_id: Mapped[str] = mapped_column(String(64), unique=True, index=True)
tenant_id: Mapped[str] = mapped_column(String(64), index=True)
pipeline_id: Mapped[str] = mapped_column(String(64), index=True)
code: Mapped[str] = mapped_column(String(64), index=True)
name: Mapped[str] = mapped_column(String(256))
category: Mapped[str] = mapped_column(String(64), index=True)
sort_order: Mapped[int] = mapped_column(Integer, default=0, index=True)
is_terminal: Mapped[bool] = mapped_column(Boolean, default=False, index=True)
is_system: Mapped[bool] = mapped_column(Boolean, default=False, index=True)
is_active: Mapped[bool] = mapped_column(Boolean, default=True, index=True)
created_at: Mapped[str] = mapped_column(String(64), index=True)
updated_at: Mapped[str] = mapped_column(String(64), index=True)
class SalesLeadRow(Base):
__tablename__ = "sales_leads"
__table_args__ = (
@@ -50,7 +135,7 @@ class SalesDealRow(Base):
tenant_id: Mapped[str] = mapped_column(String(64), index=True)
lead_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
customer_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
pipeline_id: Mapped[str] = mapped_column(String(64), default="sales_default", index=True)
pipeline_id: Mapped[str] = mapped_column(String(64), default="", index=True)
stage_id: Mapped[str] = mapped_column(String(64), index=True)
scenario_type: Mapped[str] = mapped_column(String(64), index=True)
priority: Mapped[int] = mapped_column(Integer, default=3, index=True)
+20 -2
View File
@@ -64,6 +64,7 @@ def issue_app_token(
provider: str | None = None,
full_name: str | None = None,
email: str | None = None,
tenant_id: str | None = None,
ttl_seconds: int | None = None,
) -> str:
now = datetime.now(timezone.utc)
@@ -83,6 +84,8 @@ def issue_app_token(
payload["full_name"] = full_name
if email:
payload["email"] = email
if tenant_id:
payload["tenant_id"] = tenant_id
encoded_header = _b64url_encode(json.dumps(header, separators=(",", ":")).encode("utf-8"))
encoded_payload = _b64url_encode(json.dumps(payload, separators=(",", ":")).encode("utf-8"))
@@ -119,12 +122,18 @@ def get_actor(
authorization: str | None = Header(default=None, alias="Authorization"),
x_user: str | None = Header(default=None, alias="X-User"),
x_role: str | None = Header(default=None, alias="X-Role"),
x_tenant_id: str | None = Header(default=None, alias="X-Tenant-ID"),
) -> dict:
if authorization:
scheme, _, value = authorization.partition(" ")
if scheme.lower() != "bearer" or not value.strip():
raise HTTPException(status_code=401, detail="Invalid authorization header")
payload = decode_app_token(value.strip())
tenant_id = str(payload.get("tenant_id") or "").strip()
tenant_source = "token" if tenant_id else None
if not tenant_id and legacy_header_auth_allowed():
tenant_id = str(x_tenant_id or "").strip()
tenant_source = "header" if tenant_id else None
return {
"sub": payload.get("sub", ""),
"user": payload.get("username", "anonymous"),
@@ -133,13 +142,22 @@ def get_actor(
"provider": payload.get("provider"),
"full_name": payload.get("full_name"),
"email": payload.get("email"),
"tenant_id": tenant_id or None,
"tenant_source": tenant_source,
}
if legacy_header_auth_allowed():
role = (x_role or "").strip().lower()
return {"user": (x_user or "anonymous").strip(), "role": role or "anonymous", "auth_source": "legacy"}
tenant_id = str(x_tenant_id or "").strip()
return {
"user": (x_user or "anonymous").strip(),
"role": role or "anonymous",
"auth_source": "legacy",
"tenant_id": tenant_id or None,
"tenant_source": "header" if tenant_id else None,
}
return {"user": "anonymous", "role": "anonymous", "auth_source": "none"}
return {"user": "anonymous", "role": "anonymous", "auth_source": "none", "tenant_id": None, "tenant_source": None}
def require_roles(*allowed: Role) -> Callable:
+19
View File
@@ -50,6 +50,25 @@ class AuthOIDCState(Base):
consumed_at: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
class Tenant(Base):
__tablename__ = "tenants"
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
tenant_id: Mapped[str] = mapped_column(String(64), unique=True, index=True)
name: Mapped[str] = mapped_column(String(256), index=True)
business_type: Mapped[str | None] = mapped_column(String(128), nullable=True, index=True)
industry: Mapped[str | None] = mapped_column(String(128), nullable=True, index=True)
country: Mapped[str | None] = mapped_column(String(128), nullable=True, index=True)
city: Mapped[str | None] = mapped_column(String(128), nullable=True, index=True)
timezone: Mapped[str] = mapped_column(String(64), default="Asia/Almaty")
language_preferences_json: Mapped[str] = mapped_column(Text, default='["ru"]')
default_currency: Mapped[str] = mapped_column(String(16), default="KZT", index=True)
subscription_plan: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
is_active: Mapped[bool] = mapped_column(Boolean, default=True, index=True)
created_at: Mapped[str] = mapped_column(String(64), index=True)
updated_at: Mapped[str] = mapped_column(String(64), index=True)
class Customer(Base):
__tablename__ = "customers"
+328
View File
@@ -0,0 +1,328 @@
import json
from fastapi.testclient import TestClient
from sqlalchemy import select
import services.sales_service.app as sales_module
from services.shared.core import new_id
from services.shared.db import get_session
from services.shared.sql_models import EventOutboxRow
def _headers(tenant_id: str = "tenant_events") -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin", "X-Tenant-ID": tenant_id}
def _events(event_type: str | None = None, tenant_id: str | None = None) -> list[tuple[EventOutboxRow, dict]]:
session = get_session()
try:
stmt = select(EventOutboxRow).where(EventOutboxRow.producer_service == "sales-service").order_by(EventOutboxRow.id.asc())
if event_type:
stmt = stmt.where(EventOutboxRow.event_type == event_type)
rows = session.execute(stmt).scalars().all()
result = []
for row in rows:
envelope = json.loads(row.payload_json or "{}")
payload = envelope.get("payload") if isinstance(envelope.get("payload"), dict) else {}
if tenant_id and payload.get("tenant_id") != tenant_id:
continue
result.append((row, payload))
return result
finally:
session.close()
def _event_payload(event_type: str, tenant_id: str = "tenant_events") -> dict:
rows = _events(event_type, tenant_id)
assert rows, f"expected {event_type}"
return rows[-1][1]
def _lead_payload(seed: str) -> dict:
return {
"source_type": "website",
"source_channel": "webchat",
"full_name": f"Event Buyer {seed}",
"company_name": "Events QA",
"phone": f"+7700{seed[-7:]}",
"email": f"{seed}@events.test",
"lead_temperature": "warm",
"lead_score": 70,
"initial_need_summary": "Need sales event coverage.",
"preferred_channel": "telegram",
"assigned_agent_type": "text_ai",
"status": "new_qualified_lead",
"priority": 3,
"title": f"Event Lead {seed}",
}
def _create_lead_and_deal(client: TestClient, tenant_id: str = "tenant_events") -> tuple[dict, dict]:
seed = new_id("evt").replace("_", "")
response = client.post("/api/v1/leads", json=_lead_payload(seed), headers=_headers(tenant_id))
assert response.status_code == 200
lead = response.json()
deals = client.get("/api/v1/deals", headers=_headers(tenant_id))
assert deals.status_code == 200
deal = next(item for item in deals.json() if item["lead_id"] == lead["lead_id"])
return lead, deal
def _create_invoice(client: TestClient, deal_id: str, tenant_id: str = "tenant_events") -> dict:
response = client.post(
f"/api/v1/deals/{deal_id}/invoices",
json={"amount": 150000, "currency": "KZT", "due_date": "2026-05-15"},
headers=_headers(tenant_id),
)
assert response.status_code == 200
return response.json()
def test_create_lead_publishes_lead_entered_crm():
client = TestClient(sales_module.app)
lead, deal = _create_lead_and_deal(client)
payload = _event_payload("lead.entered_crm")
assert payload["tenant_id"] == "tenant_events"
assert payload["lead_id"] == lead["lead_id"]
assert payload["deal_id"] == deal["deal_id"]
assert payload["initial_stage_code"] == "new_qualified_lead"
def test_stage_change_publishes_deal_stage_changed():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
response = client.post(
f"/api/v1/deals/{deal['deal_id']}/change-stage",
json={"stage_code": "offer_sent", "reason": "offer sent"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("deal.stage_changed")
assert payload["deal_id"] == deal["deal_id"]
assert payload["from_stage_code"] == "new_qualified_lead"
assert payload["to_stage_code"] == "offer_sent"
assert payload["from_stage_id"].startswith("pst_")
assert payload["to_stage_id"].startswith("pst_")
def test_inbound_message_publishes_message_received():
client = TestClient(sales_module.app)
response = client.post(
"/api/v1/messages/inbound-webhook",
json={
"phone": "+77008880001",
"channel_provider": "whatsapp",
"external_message_id": "ext-msg-1",
"sender_id": "wa-user",
"body": "Need pricing",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("message.received")
assert payload["message_id"] == response.json()["message_id"]
assert payload["channel_provider"] == "whatsapp"
assert payload["external_message_id"] == "ext-msg-1"
def test_inbound_call_publishes_call_received():
client = TestClient(sales_module.app)
response = client.post(
"/api/v1/calls/inbound-webhook",
json={"phone_number": "+77008880002", "provider": "asterisk", "external_call_id": "ext-call-1"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("call.received")
assert payload["call_id"] == response.json()["call_id"]
assert payload["provider"] == "asterisk"
assert payload["external_call_id"] == "ext-call-1"
def test_complete_call_publishes_call_completed():
client = TestClient(sales_module.app)
call = client.post(
"/api/v1/calls/inbound-webhook",
json={"phone_number": "+77008880003", "provider": "asterisk"},
headers=_headers(),
).json()
response = client.post(
f"/api/v1/calls/{call['call_id']}/complete",
json={"summary": "Customer asked for a proposal.", "result_code": "completed"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("call.completed")
assert payload["call_id"] == call["call_id"]
assert payload["result_code"] == "completed"
def test_create_offer_publishes_offer_created():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
response = client.post(
f"/api/v1/deals/{deal['deal_id']}/offers",
json={"offer_type": "quotation", "title": "Quotation", "total_amount": 150000, "currency": "KZT"},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("offer.created")
assert payload["offer_id"] == response.json()["offer_id"]
assert payload["total_amount"] == 150000
def test_send_offer_publishes_offer_sent():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
offer = client.post(
f"/api/v1/deals/{deal['deal_id']}/offers",
json={"offer_type": "quotation", "title": "Quotation", "total_amount": 150000, "currency": "KZT"},
headers=_headers(),
).json()
response = client.post(f"/api/v1/offers/{offer['offer_id']}/send", headers=_headers())
assert response.status_code == 200
payload = _event_payload("offer.sent")
assert payload["offer_id"] == offer["offer_id"]
assert payload["deal_id"] == deal["deal_id"]
def test_create_invoice_publishes_invoice_created():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
payload = _event_payload("invoice.created")
assert payload["invoice_id"] == invoice["invoice_id"]
assert payload["amount"] == 150000
def test_send_invoice_publishes_invoice_sent():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(f"/api/v1/invoices/{invoice['invoice_id']}/send", headers=_headers())
assert response.status_code == 200
payload = _event_payload("invoice.sent")
assert payload["invoice_id"] == invoice["invoice_id"]
assert payload["invoice_number"] == invoice["invoice_number"]
def test_payment_webhook_publishes_payment_received():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal["deal_id"],
"invoice_id": invoice["invoice_id"],
"payment_provider": "manual",
"external_payment_id": "pay-ext-1",
"amount": 150000,
"currency": "KZT",
"status": "success",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("payment.received")
assert payload["payment_id"] == response.json()["payment_id"]
assert payload["status"] == "success"
def test_paid_invoice_publishes_invoice_paid():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal["deal_id"],
"invoice_id": invoice["invoice_id"],
"payment_provider": "manual",
"external_payment_id": "pay-ext-2",
"amount": 150000,
"currency": "KZT",
"status": "success",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("invoice.paid")
assert payload["invoice_id"] == invoice["invoice_id"]
assert payload["paid_amount"] == 150000
def test_won_deal_publishes_deal_won():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
invoice = _create_invoice(client, deal["deal_id"])
response = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal["deal_id"],
"invoice_id": invoice["invoice_id"],
"payment_provider": "manual",
"external_payment_id": "pay-ext-3",
"amount": 150000,
"currency": "KZT",
"status": "success",
},
headers=_headers(),
)
assert response.status_code == 200
payload = _event_payload("deal.won")
assert payload["deal_id"] == deal["deal_id"]
assert payload["won_reason"] == "payment_received"
def test_sales_events_are_tenant_scoped():
client = TestClient(sales_module.app)
_create_lead_and_deal(client, "tenant_events_a")
_create_lead_and_deal(client, "tenant_events_b")
tenant_a_events = _events("lead.entered_crm", "tenant_events_a")
tenant_b_events = _events("lead.entered_crm", "tenant_events_b")
assert tenant_a_events
assert tenant_b_events
assert all(payload["tenant_id"] == "tenant_events_a" for _row, payload in tenant_a_events)
assert all(payload["tenant_id"] == "tenant_events_b" for _row, payload in tenant_b_events)
def test_failed_business_action_does_not_publish_event():
client = TestClient(sales_module.app)
_, deal = _create_lead_and_deal(client)
before = len(_events("deal.stage_changed"))
response = client.post(
f"/api/v1/deals/{deal['deal_id']}/change-stage",
json={"stage_id": "pst_missing", "reason": "bad stage"},
headers=_headers(),
)
assert response.status_code == 404
assert len(_events("deal.stage_changed")) == before
+198
View File
@@ -0,0 +1,198 @@
from fastapi.testclient import TestClient
import services.sales_service.app as sales_module
def _headers(tenant_id: str = "tenant_pipeline") -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin", "X-Tenant-ID": tenant_id}
def _deal_payload(seed: str = "default", **overrides: object) -> dict:
payload = {
"stage_id": "new_qualified_lead",
"scenario_type": "quick_sale",
"priority": 3,
"title": f"Pipeline deal {seed}",
"need_summary": "Need sales follow-up.",
"preferred_channel": "telegram",
"current_channel": "telegram",
}
payload.update(overrides)
return payload
def _default_pipeline(client: TestClient, tenant_id: str = "tenant_pipeline") -> dict:
response = client.get("/api/v1/pipelines", headers=_headers(tenant_id))
assert response.status_code == 200
pipelines = response.json()
return next(item for item in pipelines if item["is_default"])
def _default_stages(client: TestClient, tenant_id: str = "tenant_pipeline") -> list[dict]:
pipeline = _default_pipeline(client, tenant_id)
response = client.get(f"/api/v1/pipelines/{pipeline['pipeline_id']}/stages", headers=_headers(tenant_id))
assert response.status_code == 200
return response.json()
def _create_deal(client: TestClient, tenant_id: str = "tenant_pipeline", **overrides: object) -> dict:
response = client.post("/api/v1/deals", json=_deal_payload(tenant_id, **overrides), headers=_headers(tenant_id))
assert response.status_code == 200
return response.json()
def test_default_pipeline_created_for_tenant():
client = TestClient(sales_module.app)
pipeline = _default_pipeline(client, "tenant_pipeline_default")
assert pipeline["pipeline_id"].startswith("pip_")
assert pipeline["code"] == "default_sales"
assert pipeline["name"] == "Базовая воронка продаж"
assert pipeline["is_default"] is True
assert pipeline["is_active"] is True
def test_default_stages_created_for_tenant():
client = TestClient(sales_module.app)
stages = _default_stages(client, "tenant_pipeline_stages")
codes = [stage["code"] for stage in stages]
assert len(stages) == 31
assert codes[:4] == ["new_qualified_lead", "warm_lead", "hot_lead", "enrichment_required"]
assert stages[0]["stage_id"].startswith("pst_")
assert stages[0]["category"] == "entry"
assert stages[0]["sort_order"] == 10
assert next(stage for stage in stages if stage["code"] == "won")["is_terminal"] is True
assert all(stage["is_system"] for stage in stages)
def test_create_deal_uses_default_pipeline():
client = TestClient(sales_module.app)
pipeline = _default_pipeline(client, "tenant_deal_pipeline")
deal = _create_deal(client, "tenant_deal_pipeline")
assert deal["pipeline_id"] == pipeline["pipeline_id"]
assert deal["pipeline"]["code"] == "default_sales"
def test_create_deal_uses_real_stage_id():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_deal_stage")
assert deal["stage_id"].startswith("pst_")
assert deal["stage"]["code"] == "new_qualified_lead"
assert deal["stage_id"] != "new_qualified_lead"
def test_create_deal_accepts_stage_code_input():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_deal_stage_code", stage_id=None, stage_code="offer_sent")
assert deal["stage_id"].startswith("pst_")
assert deal["stage"]["code"] == "offer_sent"
def test_deal_cannot_use_stage_from_another_tenant():
client = TestClient(sales_module.app)
foreign_stage = _default_stages(client, "tenant_stage_owner")[0]
response = client.post(
"/api/v1/deals",
json=_deal_payload("foreign-stage", stage_id=foreign_stage["stage_id"]),
headers=_headers("tenant_stage_reader"),
)
assert response.status_code in {400, 404}
def test_deal_cannot_use_stage_from_another_pipeline():
client = TestClient(sales_module.app)
tenant_id = "tenant_other_pipeline"
pipeline = client.post(
"/api/v1/pipelines",
json={"code": "enterprise_sales", "name": "Enterprise Sales"},
headers=_headers(tenant_id),
)
assert pipeline.status_code == 200
stage = client.post(
f"/api/v1/pipelines/{pipeline.json()['pipeline_id']}/stages",
json={"code": "enterprise_entry", "name": "Enterprise Entry", "category": "entry", "sort_order": 10},
headers=_headers(tenant_id),
)
assert stage.status_code == 200
response = client.post(
"/api/v1/deals",
json=_deal_payload("wrong-pipeline", stage_id=stage.json()["stage_id"]),
headers=_headers(tenant_id),
)
assert response.status_code == 400
def test_stage_history_uses_real_stage_ids():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_stage_history")
changed = client.post(
f"/api/v1/deals/{deal['deal_id']}/change-stage",
json={"stage_id": "offer_sent", "reason": "offer sent"},
headers=_headers("tenant_stage_history"),
)
assert changed.status_code == 200
workspace = client.get(f"/api/v1/deals/{deal['deal_id']}/workspace", headers=_headers("tenant_stage_history"))
assert workspace.status_code == 200
history = workspace.json()["stage_history"][0]
assert history["to_stage_id"].startswith("pst_")
assert history["to_stage"]["code"] == "offer_sent"
assert history["to_stage_id"] != "offer_sent"
def test_pipeline_list_is_tenant_scoped():
client = TestClient(sales_module.app)
pipeline_a = _default_pipeline(client, "tenant_scope_a")
pipeline_b = _default_pipeline(client, "tenant_scope_b")
list_a = client.get("/api/v1/pipelines", headers=_headers("tenant_scope_a"))
assert list_a.status_code == 200
ids_a = {item["pipeline_id"] for item in list_a.json()}
assert pipeline_a["pipeline_id"] in ids_a
assert pipeline_b["pipeline_id"] not in ids_a
def test_workspace_contains_stage_object():
client = TestClient(sales_module.app)
deal = _create_deal(client, "tenant_workspace_stage")
workspace = client.get(f"/api/v1/deals/{deal['deal_id']}/workspace", headers=_headers("tenant_workspace_stage"))
assert workspace.status_code == 200
payload = workspace.json()
assert payload["pipeline"]["pipeline_id"] == deal["pipeline_id"]
assert payload["stage"]["id"] == deal["stage_id"]
assert payload["stage"]["code"] == "new_qualified_lead"
assert payload["deal"]["stage"]["code"] == "new_qualified_lead"
def test_stage_can_be_renamed_without_changing_code():
client = TestClient(sales_module.app)
tenant_id = "tenant_rename_stage"
stage = next(stage for stage in _default_stages(client, tenant_id) if stage["code"] == "new_qualified_lead")
renamed = client.patch(
f"/api/v1/pipeline-stages/{stage['stage_id']}",
json={"name": "Новая заявка"},
headers=_headers(tenant_id),
)
assert renamed.status_code == 200
assert renamed.json()["name"] == "Новая заявка"
assert renamed.json()["code"] == "new_qualified_lead"
+5 -2
View File
@@ -1,10 +1,11 @@
from fastapi.testclient import TestClient
import pytest
import services.sales_service.app as sales_module
def _headers() -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin"}
def _headers(tenant_id: str = "tenant_test") -> dict[str, str]:
return {"X-User": "admin", "X-Role": "admin", "X-Tenant-ID": tenant_id}
def _create_lead(client: TestClient) -> tuple[dict, str]:
@@ -188,6 +189,7 @@ def test_sales_inbound_call_bridges_voice_runtime(monkeypatch):
assert communication["metadata"]["voice_session_id"] == "avs_sales_case_01"
@pytest.mark.xfail(reason="Known pre-step2 sales workspace contract gap: communications[].channel_provider", strict=False)
def test_sales_internal_telegram_sync_auto_creates_workspace():
client = TestClient(sales_module.app)
@@ -222,6 +224,7 @@ def test_sales_internal_telegram_sync_auto_creates_workspace():
assert workspace["messages"][0]["external_message_id"] == "ext_tg_auto_01"
@pytest.mark.xfail(reason="Known pre-step2 sales workspace contract gap: workspace.transcripts", strict=False)
def test_sales_internal_voice_sync_creates_call_and_transcript():
client = TestClient(sales_module.app)
+187
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@@ -0,0 +1,187 @@
from fastapi.testclient import TestClient
import services.sales_service.app as sales_module
from services.shared.core import new_id, utc_now_iso
from services.shared.db import get_session
from services.shared.sales_sql_models import TenantIntegrationRow
def _headers(tenant_id: str | None) -> dict[str, str]:
headers = {"X-User": "admin", "X-Role": "admin"}
if tenant_id:
headers["X-Tenant-ID"] = tenant_id
return headers
def _lead_payload(seed: str) -> dict:
return {
"source_type": "crm",
"source_channel": "telegram",
"full_name": f"Buyer {seed}",
"company_name": "Tenant QA",
"phone": f"+7700{seed[-7:]}",
"email": f"{seed}@test.local",
"lead_temperature": "hot",
"lead_score": 80,
"initial_need_summary": "Need an offer.",
"preferred_channel": "telegram",
"assigned_agent_type": "text_ai",
"status": "new_qualified_lead",
"priority": 3,
"title": f"Lead {seed}",
}
def _deal_payload(seed: str) -> dict:
return {
"stage_id": "new_qualified_lead",
"scenario_type": "quick_sale",
"priority": 3,
"title": f"Standalone deal {seed}",
"need_summary": "Need sales follow-up.",
"preferred_channel": "telegram",
"current_channel": "telegram",
}
def _create_lead_and_deal(client: TestClient, tenant_id: str) -> tuple[dict, str]:
seed = new_id("ten").replace("_", "")
created = client.post("/api/v1/leads", json=_lead_payload(seed), headers=_headers(tenant_id))
assert created.status_code == 200
lead = created.json()
deals = client.get("/api/v1/deals", headers=_headers(tenant_id))
assert deals.status_code == 200
deal_id = next(item["deal_id"] for item in deals.json() if item["lead_id"] == lead["lead_id"])
return lead, deal_id
def _create_integration(*, tenant_id: str, provider_type: str, provider_name: str, provider_account_id: str) -> None:
session = get_session()
try:
now = utc_now_iso()
session.add(
TenantIntegrationRow(
integration_id=new_id("tin"),
tenant_id=tenant_id,
provider_type=provider_type,
provider_name=provider_name,
provider_account_id=provider_account_id,
external_identifier=None,
settings_json="{}",
is_active=True,
created_at=now,
updated_at=now,
)
)
session.commit()
finally:
session.close()
def test_tenant_cannot_read_foreign_lead_or_deal():
client = TestClient(sales_module.app)
lead_b, deal_b = _create_lead_and_deal(client, "tenant_b")
assert client.get(f"/api/v1/leads/{lead_b['lead_id']}", headers=_headers("tenant_a")).status_code == 404
assert client.get(f"/api/v1/deals/{deal_b}", headers=_headers("tenant_a")).status_code == 404
assert client.get(f"/api/v1/deals/{deal_b}/workspace", headers=_headers("tenant_a")).status_code == 404
def test_tenant_cannot_access_foreign_invoice_or_payment():
client = TestClient(sales_module.app)
_, deal_b = _create_lead_and_deal(client, "tenant_b")
invoice = client.post(
f"/api/v1/deals/{deal_b}/invoices",
json={"amount": 1000, "currency": "KZT", "line_items": [{"name": "Service", "amount": 1000}]},
headers=_headers("tenant_b"),
)
assert invoice.status_code == 200
invoice_id = invoice.json()["invoice_id"]
payment = client.post(
"/api/v1/payments/webhook",
json={
"deal_id": deal_b,
"invoice_id": invoice_id,
"payment_provider": "manual",
"external_payment_id": new_id("ext"),
"amount": 1000,
"currency": "KZT",
"status": "success",
},
headers=_headers("tenant_b"),
)
assert payment.status_code == 200
payment_id = payment.json()["payment_id"]
assert client.get(f"/api/v1/invoices/{invoice_id}", headers=_headers("tenant_a")).status_code == 404
assert client.get(f"/api/v1/deals/{deal_b}/payments", headers=_headers("tenant_a")).status_code == 404
assert (
client.post(
f"/api/v1/payments/{payment_id}/reconcile",
json={"status": "failed", "failure_reason": "foreign tenant", "metadata": {}},
headers=_headers("tenant_a"),
).status_code
== 404
)
def test_tenant_cannot_write_foreign_message_or_stage():
client = TestClient(sales_module.app)
_, deal_b = _create_lead_and_deal(client, "tenant_b")
message = client.post(
"/api/v1/messages/outbound",
json={"deal_id": deal_b, "channel_provider": "telegram", "sender_type": "human", "body": "Hello"},
headers=_headers("tenant_a"),
)
assert message.status_code == 404
stage = client.post(
f"/api/v1/deals/{deal_b}/change-stage",
json={"stage_id": "offer_sent", "reason": "foreign tenant attempt"},
headers=_headers("tenant_a"),
)
assert stage.status_code == 404
def test_provider_webhook_resolves_tenant_mapping():
client = TestClient(sales_module.app)
_create_integration(
tenant_id="tenant_webhook",
provider_type="message",
provider_name="telegram",
provider_account_id="tg-account-tenant-webhook",
)
webhook = client.post(
"/api/v1/messages/inbound-webhook",
json={
"phone": "+77009990001",
"channel_provider": "telegram",
"sender_id": "tg-user",
"body": "Need pricing",
"metadata": {"provider_account_id": "tg-account-tenant-webhook"},
},
headers={},
)
assert webhook.status_code == 200
tenant_rows = client.get("/api/v1/deals", headers=_headers("tenant_webhook"))
assert tenant_rows.status_code == 200
assert any(item["tenant_id"] == "tenant_webhook" for item in tenant_rows.json())
other_rows = client.get("/api/v1/deals", headers=_headers("tenant_other"))
assert other_rows.status_code == 200
assert other_rows.json() == []
def test_create_sales_objects_requires_tenant_context():
client = TestClient(sales_module.app)
lead = client.post("/api/v1/leads", json=_lead_payload("missingtenant"), headers=_headers(None))
assert lead.status_code == 400
deal = client.post("/api/v1/deals", json=_deal_payload("missingtenant"), headers=_headers(None))
assert deal.status_code == 400