"""CRM entity schema registrations. Each main business entity registers an ``EntitySchema`` so the frontend can render forms, tables and filters generically. These are auto- discovered by ``SchemaConfig.ready()`` which calls ``autodiscover_modules("schemas")``. """ from simorgh.apps.schema.registry import ( ActionSpec, EntitySchema, FieldSpec, ViewSpec, register_entity, ) register_entity( EntitySchema( name="crm.contact", label_key="crm.contacts.title", plural_label_key="crm.contacts.plural", list_endpoint="/api/v1/crm/contacts/", detail_endpoint="/api/v1/crm/contacts/{public_id}/", view_permission="crm.contact.view", create_permission="crm.contact.add", update_permission="crm.contact.change", delete_permission="crm.contact.delete", filterable_fields=("type", "tags", "is_customer", "is_vendor", "created_at"), sortable_fields=("name", "type", "created_at"), fields=( FieldSpec(name="public_id", type="uuid", label_key="common.id", read_only=True), FieldSpec(name="type", type="enum", label_key="crm.contacts.fields.type", enum=("person", "company", "lead"), required=True), FieldSpec(name="name", type="string", label_key="crm.contacts.fields.name", required=True, max_length=255, semantic_type="full_name", ai_hint="Full contact name"), FieldSpec(name="email", type="string", label_key="crm.contacts.fields.email", semantic_type="email", ai_hint="Primary email address"), FieldSpec(name="phone", type="string", label_key="crm.contacts.fields.phone", semantic_type="phone"), FieldSpec(name="website", type="string", label_key="crm.contacts.fields.website", max_length=255, semantic_type="url"), FieldSpec(name="notes", type="text", label_key="crm.contacts.fields.notes"), FieldSpec(name="tags", type="m2m", label_key="crm.contacts.fields.tags", fk_entity="crm.contact_tag"), FieldSpec(name="is_customer", type="bool", label_key="crm.contacts.fields.isCustomer", default=False), FieldSpec(name="is_vendor", type="bool", label_key="crm.contacts.fields.isVendor", default=False), FieldSpec(name="created_at", type="datetime", label_key="common.createdAt", read_only=True), ), views=( ViewSpec(kind="list", fields=("name", "type", "email", "phone", "is_customer", "created_at")), ViewSpec(kind="detail", fields=("public_id", "type", "name", "email", "phone", "website", "notes", "tags", "is_customer", "is_vendor", "created_at")), ViewSpec(kind="form", fields=("type", "name", "email", "phone", "website", "notes", "tags", "is_customer", "is_vendor")), ), actions=( ActionSpec(name="merge", label_key="crm.contacts.actions.merge", endpoint="/api/v1/crm/contacts/{public_id}/merge/", method="POST", permission="crm.contact.merge", confirm_key="crm.contacts.actions.mergeConfirm"), ActionSpec(name="export", label_key="crm.contacts.actions.export", endpoint="/api/v1/crm/contacts/export/", method="POST", permission="crm.contact.export", confirm_key="crm.contacts.actions.exportConfirm"), ), ) ) register_entity( EntitySchema( name="crm.contact_tag", label_key="crm.tags.title", plural_label_key="crm.tags.plural", list_endpoint="/api/v1/crm/tags/", detail_endpoint="/api/v1/crm/tags/{public_id}/", view_permission="crm.tag.view", create_permission="crm.tag.manage", update_permission="crm.tag.manage", delete_permission="crm.tag.manage", filterable_fields=("name", "color"), sortable_fields=("name",), fields=( FieldSpec(name="public_id", type="uuid", label_key="common.id", read_only=True), FieldSpec(name="name", type="string", label_key="crm.tags.fields.name", required=True, max_length=64), FieldSpec(name="color", type="string", label_key="crm.tags.fields.color", max_length=16, default=""), ), views=( ViewSpec(kind="list", fields=("name", "color")), ViewSpec(kind="form", fields=("name", "color")), ViewSpec(kind="detail", fields=("public_id", "name", "color")), ), ) ) register_entity( EntitySchema( name="crm.lead", label_key="crm.leads.title", plural_label_key="crm.leads.plural", list_endpoint="/api/v1/crm/leads/", detail_endpoint="/api/v1/crm/leads/{public_id}/", view_permission="crm.lead.view", create_permission="crm.lead.create", update_permission="crm.lead.update", delete_permission="crm.lead.delete", filterable_fields=("status", "source", "owner", "score", "created_at"), sortable_fields=("title", "status", "score", "created_at"), fields=( FieldSpec(name="public_id", type="uuid", label_key="common.id", read_only=True), FieldSpec(name="title", type="string", label_key="crm.leads.fields.title", required=True, max_length=200), FieldSpec(name="status", type="enum", label_key="crm.leads.fields.status", enum=("new", "contacted", "qualified", "converted", "lost"), required=True, default="new"), FieldSpec(name="source", type="enum", label_key="crm.leads.fields.source", enum=("website", "referral", "cold_call", "social", "event", "trade_show", "manual"), default="manual"), FieldSpec(name="owner", type="fk", label_key="crm.leads.fields.owner", fk_entity="core.user"), FieldSpec(name="score", type="int", label_key="crm.leads.fields.score", default=0, min_value=0, max_value=100), FieldSpec(name="notes", type="text", label_key="crm.leads.fields.notes"), FieldSpec(name="created_at", type="datetime", label_key="common.createdAt", read_only=True), ), views=( ViewSpec(kind="list", fields=("title", "status", "source", "owner", "score", "created_at")), ViewSpec(kind="detail", fields=("public_id", "title", "status", "source", "owner", "score", "notes", "created_at")), ViewSpec(kind="form", fields=("title", "status", "source", "owner", "score", "notes")), ), ) ) register_entity( EntitySchema( name="crm.opportunity", label_key="crm.opportunities.title", plural_label_key="crm.opportunities.plural", list_endpoint="/api/v1/crm/opportunities/", detail_endpoint="/api/v1/crm/opportunities/{public_id}/", view_permission="crm.opportunity.view", create_permission="crm.opportunity.create", update_permission="crm.opportunity.update", delete_permission="crm.opportunity.delete", filterable_fields=("status", "pipeline_stage", "owner", "amount", "expected_close", "created_at"), sortable_fields=("title", "amount", "probability", "expected_close", "created_at"), fields=( FieldSpec(name="public_id", type="uuid", label_key="common.id", read_only=True), FieldSpec(name="title", type="string", label_key="crm.opportunities.fields.title", required=True, max_length=200), FieldSpec(name="status", type="enum", label_key="crm.opportunities.fields.status", enum=("open", "won", "lost"), required=True, default="open"), FieldSpec(name="amount", type="decimal", label_key="crm.opportunities.fields.amount", default=0, min_value=0, semantic_type="money_amount"), FieldSpec(name="currency", type="string", label_key="crm.opportunities.fields.currency", default="USD", max_length=3), FieldSpec(name="pipeline_stage", type="fk", label_key="crm.opportunities.fields.pipelineStage", fk_entity="crm.pipeline_stage"), FieldSpec(name="probability", type="int", label_key="crm.opportunities.fields.probability", min_value=0, max_value=100, ai_hint="Win probability percentage"), FieldSpec(name="expected_close", type="date", label_key="crm.opportunities.fields.closeDate", semantic_type="date"), FieldSpec(name="owner", type="fk", label_key="crm.opportunities.fields.owner", fk_entity="core.user"), FieldSpec(name="contact", type="fk", label_key="crm.opportunities.fields.contact", fk_entity="crm.contact"), FieldSpec(name="notes", type="text", label_key="crm.opportunities.fields.notes"), FieldSpec(name="created_at", type="datetime", label_key="common.createdAt", read_only=True), ), views=( ViewSpec(kind="list", fields=("title", "status", "amount", "probability", "expected_close", "owner", "created_at")), ViewSpec(kind="detail", fields=("public_id", "title", "status", "amount", "currency", "probability", "expected_close", "owner", "contact", "notes", "created_at")), ViewSpec(kind="form", fields=("title", "status", "amount", "currency", "probability", "expected_close", "owner", "contact", "notes")), ), actions=( ActionSpec(name="export", label_key="crm.opportunities.actions.export", endpoint="/api/v1/crm/opportunities/export/", method="POST", permission="crm.opportunity.export"), ), ) ) register_entity( EntitySchema( name="crm.pipeline", label_key="crm.pipelines.title", plural_label_key="crm.pipelines.plural", list_endpoint="/api/v1/crm/pipelines/", detail_endpoint="/api/v1/crm/pipelines/{public_id}/", view_permission="crm.pipeline.view", create_permission="crm.pipeline.manage", update_permission="crm.pipeline.manage", delete_permission="crm.pipeline.manage", filterable_fields=("name", "is_default"), sortable_fields=("name",), fields=( FieldSpec(name="public_id", type="uuid", label_key="common.id", read_only=True), FieldSpec(name="name", type="string", label_key="crm.pipelines.fields.name", required=True, max_length=100), FieldSpec(name="is_default", type="bool", label_key="crm.pipelines.fields.isDefault", default=False), FieldSpec(name="created_at", type="datetime", label_key="common.createdAt", read_only=True), ), views=( ViewSpec(kind="list", fields=("name", "is_default", "created_at")), ViewSpec(kind="form", fields=("name", "is_default")), ViewSpec(kind="detail", fields=("public_id", "name", "is_default", "created_at")), ), ) ) register_entity( EntitySchema( name="crm.activity", label_key="crm.activities.title", plural_label_key="crm.activities.plural", list_endpoint="/api/v1/crm/activities/", detail_endpoint="/api/v1/crm/activities/{public_id}/", view_permission="crm.activity.view", create_permission="crm.add_activity", update_permission="crm.change_activity", delete_permission="crm.delete_activity", filterable_fields=("type", "owner", "is_done", "due_at", "created_at"), sortable_fields=("title", "type", "due_at", "created_at"), fields=( FieldSpec(name="public_id", type="uuid", label_key="common.id", read_only=True), FieldSpec(name="type", type="enum", label_key="crm.activities.fields.type", enum=("call", "meeting", "email", "task", "note"), required=True), FieldSpec(name="title", type="string", label_key="crm.activities.fields.title", required=True, max_length=200), FieldSpec(name="notes", type="text", label_key="crm.activities.fields.notes"), FieldSpec(name="owner", type="fk", label_key="crm.activities.fields.owner", fk_entity="core.user"), FieldSpec(name="due_at", type="datetime", label_key="crm.activities.fields.dueAt", semantic_type="datetime"), FieldSpec(name="is_done", type="bool", label_key="crm.activities.fields.isDone", default=False), FieldSpec(name="created_at", type="datetime", label_key="common.createdAt", read_only=True), ), views=( ViewSpec(kind="list", fields=("title", "type", "owner", "due_at", "is_done", "created_at")), ViewSpec(kind="form", fields=("type", "title", "notes", "owner", "due_at", "is_done")), ViewSpec(kind="detail", fields=("public_id", "type", "title", "notes", "owner", "due_at", "is_done", "created_at")), ), ) )