nexus-5/core/models/customer.py
2026-01-26 11:09:40 -05:00

128 lines
5.3 KiB
Python

from django.core.exceptions import ValidationError
from django.db import models
from django.utils import timezone
from django_choices_field.fields import TextChoicesField
from core.models.base import BaseModel, Address, Contact
from core.models.enums import AddressChoices, StatusChoices
class Customer(BaseModel):
"""Customer model with contact information"""
name = models.CharField(max_length=200, unique=True)
status = TextChoicesField(choices_enum=StatusChoices, default=StatusChoices.ACTIVE,
help_text="Current status of the customer")
start_date = models.DateField(default=timezone.now)
end_date = models.DateField(blank=True, null=True)
billing_terms = models.TextField()
billing_email = models.EmailField(blank=True)
wave_customer_id = models.CharField(max_length=255, blank=True, null=True,
help_text="Wave customer ID")
class Meta:
ordering = ['name']
verbose_name = "Customer"
verbose_name_plural = "Customers"
indexes = [
models.Index(fields=['status', 'start_date'])
]
def __str__(self):
return self.name
@property
def is_active(self):
"""Check if the customer is currently active based on dates and status"""
today = timezone.now().date()
return self.status == 'ACTIVE' and self.start_date <= today and (
self.end_date is None or self.end_date >= today)
class CustomerAddress(Address):
"""Address information for a customer"""
customer = models.ForeignKey('Customer', on_delete=models.CASCADE, related_name='addresses')
address_type = TextChoicesField(choices_enum=AddressChoices, default=AddressChoices.BILLING,
help_text="Type of address")
is_active = models.BooleanField(default=True)
is_primary = models.BooleanField(default=False)
class Meta:
verbose_name = "Customer Address"
verbose_name_plural = "Customer Addresses"
indexes = [models.Index(fields=['customer', 'address_type', 'is_active'])]
constraints = [models.UniqueConstraint(fields=['customer'], condition=models.Q(is_primary=True, is_active=True),
name='unique_primary_address_per_customer')]
def save(self, *args, **kwargs):
if not CustomerAddress.objects.filter(customer=self.customer, is_active=True).exists():
self.is_primary = True
super().save(*args, **kwargs)
def get_address_type_display(self) -> str:
try:
# address_type may be the raw value; coerce to the enum, then read its label
return AddressChoices(self.address_type).label
except (ValueError, TypeError):
# Fallback to string value if something unexpected is stored
return str(self.address_type)
def __str__(self):
primary_indicator = " (Primary)" if self.is_primary else ""
return f"{self.customer.name} - {self.get_address_type_display()}{primary_indicator}"
class CustomerContact(Contact):
"""Contact information for a customer"""
customer = models.ForeignKey('Customer', on_delete=models.CASCADE, related_name='contacts')
email = models.EmailField(blank=True)
is_primary = models.BooleanField(default=False)
is_active = models.BooleanField(default=True)
notes = models.TextField(blank=True)
class Meta:
verbose_name = "Customer Contact"
verbose_name_plural = "Customer Contacts"
indexes = [
models.Index(fields=['customer', 'is_active']),
]
constraints = [
# Only one primary contact per customer
models.UniqueConstraint(
fields=['customer'],
condition=models.Q(is_primary=True, is_active=True),
name='unique_primary_contact_per_customer'
),
# Prevent duplicate phone numbers for the same customer (when phone provided)
models.UniqueConstraint(
fields=['customer', 'phone'],
condition=models.Q(is_active=True, phone__isnull=False) & ~models.Q(phone=''),
name='unique_phone_per_customer'
),
# Prevent duplicate emails for same customer (when email provided)
models.UniqueConstraint(
fields=['customer', 'email'],
condition=models.Q(is_active=True, email__isnull=False) & ~models.Q(email=''),
name='unique_email_per_customer'
)
]
def save(self, *args, **kwargs):
# Auto-set first active contact as primary
if self.is_active and not CustomerContact.objects.filter(
customer=self.customer,
is_active=True
).exclude(pk=self.pk).exists():
self.is_primary = True
super().save(*args, **kwargs)
def clean(self):
"""Validate contact data"""
if self.is_primary and not self.is_active:
raise ValidationError("Primary contact must be active")
if not self.phone and not self.email:
raise ValidationError("Contact must have either phone number or email address")
def __str__(self):
primary_indicator = " (Primary)" if self.is_primary else ""
return f"{self.full_name} - {self.customer.name}{primary_indicator}"