feat(tools): add maintenance and meal planning tools with CRUD operations
- Implement maintenance tool for adding, logging, and retrieving tasks - Create meals tool for managing recipes, meal plans, and shopping lists - Introduce reparse metadata tool for updating thought metadata - Add household knowledge, home maintenance, family calendar, meal planning, and professional CRM database migrations - Grant necessary permissions for new database tables
This commit is contained in:
247
internal/store/crm.go
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247
internal/store/crm.go
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@@ -0,0 +1,247 @@
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package store
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import (
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"context"
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"fmt"
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"strings"
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"time"
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"github.com/google/uuid"
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ext "git.warky.dev/wdevs/amcs/internal/types"
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)
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func (db *DB) AddProfessionalContact(ctx context.Context, c ext.ProfessionalContact) (ext.ProfessionalContact, error) {
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if c.Tags == nil {
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c.Tags = []string{}
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}
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row := db.pool.QueryRow(ctx, `
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insert into professional_contacts (name, company, title, email, phone, linkedin_url, how_we_met, tags, notes, follow_up_date)
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values ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10)
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returning id, created_at, updated_at
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`, c.Name, nullStr(c.Company), nullStr(c.Title), nullStr(c.Email), nullStr(c.Phone),
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nullStr(c.LinkedInURL), nullStr(c.HowWeMet), c.Tags, nullStr(c.Notes), c.FollowUpDate)
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created := c
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if err := row.Scan(&created.ID, &created.CreatedAt, &created.UpdatedAt); err != nil {
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return ext.ProfessionalContact{}, fmt.Errorf("insert contact: %w", err)
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}
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return created, nil
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}
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func (db *DB) SearchContacts(ctx context.Context, query string, tags []string) ([]ext.ProfessionalContact, error) {
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args := []any{}
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conditions := []string{}
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if q := strings.TrimSpace(query); q != "" {
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args = append(args, "%"+q+"%")
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idx := len(args)
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conditions = append(conditions, fmt.Sprintf(
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"(name ILIKE $%[1]d OR company ILIKE $%[1]d OR title ILIKE $%[1]d OR notes ILIKE $%[1]d)", idx))
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}
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if len(tags) > 0 {
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args = append(args, tags)
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conditions = append(conditions, fmt.Sprintf("tags @> $%d", len(args)))
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}
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q := `select id, name, company, title, email, phone, linkedin_url, how_we_met, tags, notes, last_contacted, follow_up_date, created_at, updated_at from professional_contacts`
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if len(conditions) > 0 {
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q += " where " + strings.Join(conditions, " and ")
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}
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q += " order by name"
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rows, err := db.pool.Query(ctx, q, args...)
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if err != nil {
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return nil, fmt.Errorf("search contacts: %w", err)
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}
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defer rows.Close()
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return scanContacts(rows)
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}
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func (db *DB) GetContact(ctx context.Context, id uuid.UUID) (ext.ProfessionalContact, error) {
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row := db.pool.QueryRow(ctx, `
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select id, name, company, title, email, phone, linkedin_url, how_we_met, tags, notes, last_contacted, follow_up_date, created_at, updated_at
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from professional_contacts where id = $1
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`, id)
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var c ext.ProfessionalContact
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var company, title, email, phone, linkedInURL, howWeMet, notes *string
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if err := row.Scan(&c.ID, &c.Name, &company, &title, &email, &phone,
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&linkedInURL, &howWeMet, &c.Tags, ¬es, &c.LastContacted, &c.FollowUpDate,
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&c.CreatedAt, &c.UpdatedAt); err != nil {
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return ext.ProfessionalContact{}, fmt.Errorf("get contact: %w", err)
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}
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c.Company = strVal(company)
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c.Title = strVal(title)
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c.Email = strVal(email)
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c.Phone = strVal(phone)
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c.LinkedInURL = strVal(linkedInURL)
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c.HowWeMet = strVal(howWeMet)
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c.Notes = strVal(notes)
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if c.Tags == nil {
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c.Tags = []string{}
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}
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return c, nil
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}
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func (db *DB) LogInteraction(ctx context.Context, interaction ext.ContactInteraction) (ext.ContactInteraction, error) {
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occurredAt := interaction.OccurredAt
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if occurredAt.IsZero() {
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occurredAt = time.Now()
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}
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row := db.pool.QueryRow(ctx, `
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insert into contact_interactions (contact_id, interaction_type, occurred_at, summary, follow_up_needed, follow_up_notes)
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values ($1, $2, $3, $4, $5, $6)
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returning id, created_at
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`, interaction.ContactID, interaction.InteractionType, occurredAt, interaction.Summary,
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interaction.FollowUpNeeded, nullStr(interaction.FollowUpNotes))
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created := interaction
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created.OccurredAt = occurredAt
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if err := row.Scan(&created.ID, &created.CreatedAt); err != nil {
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return ext.ContactInteraction{}, fmt.Errorf("insert interaction: %w", err)
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}
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return created, nil
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}
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func (db *DB) GetContactHistory(ctx context.Context, contactID uuid.UUID) (ext.ContactHistory, error) {
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contact, err := db.GetContact(ctx, contactID)
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if err != nil {
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return ext.ContactHistory{}, err
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}
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rows, err := db.pool.Query(ctx, `
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select id, contact_id, interaction_type, occurred_at, summary, follow_up_needed, follow_up_notes, created_at
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from contact_interactions where contact_id = $1 order by occurred_at desc
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`, contactID)
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if err != nil {
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return ext.ContactHistory{}, fmt.Errorf("get interactions: %w", err)
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}
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defer rows.Close()
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var interactions []ext.ContactInteraction
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for rows.Next() {
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var i ext.ContactInteraction
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var followUpNotes *string
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if err := rows.Scan(&i.ID, &i.ContactID, &i.InteractionType, &i.OccurredAt, &i.Summary,
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&i.FollowUpNeeded, &followUpNotes, &i.CreatedAt); err != nil {
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return ext.ContactHistory{}, fmt.Errorf("scan interaction: %w", err)
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}
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i.FollowUpNotes = strVal(followUpNotes)
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interactions = append(interactions, i)
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}
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if err := rows.Err(); err != nil {
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return ext.ContactHistory{}, err
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}
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oppRows, err := db.pool.Query(ctx, `
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select id, contact_id, title, description, stage, value, expected_close_date, notes, created_at, updated_at
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from opportunities where contact_id = $1 order by created_at desc
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`, contactID)
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if err != nil {
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return ext.ContactHistory{}, fmt.Errorf("get opportunities: %w", err)
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}
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defer oppRows.Close()
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var opportunities []ext.Opportunity
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for oppRows.Next() {
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var o ext.Opportunity
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var description, notes *string
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if err := oppRows.Scan(&o.ID, &o.ContactID, &o.Title, &description, &o.Stage, &o.Value,
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&o.ExpectedCloseDate, ¬es, &o.CreatedAt, &o.UpdatedAt); err != nil {
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return ext.ContactHistory{}, fmt.Errorf("scan opportunity: %w", err)
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}
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o.Description = strVal(description)
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o.Notes = strVal(notes)
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opportunities = append(opportunities, o)
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}
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if err := oppRows.Err(); err != nil {
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return ext.ContactHistory{}, err
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}
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return ext.ContactHistory{
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Contact: contact,
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Interactions: interactions,
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Opportunities: opportunities,
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}, nil
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}
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func (db *DB) CreateOpportunity(ctx context.Context, o ext.Opportunity) (ext.Opportunity, error) {
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row := db.pool.QueryRow(ctx, `
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insert into opportunities (contact_id, title, description, stage, value, expected_close_date, notes)
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values ($1, $2, $3, $4, $5, $6, $7)
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returning id, created_at, updated_at
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`, o.ContactID, o.Title, nullStr(o.Description), o.Stage, o.Value, o.ExpectedCloseDate, nullStr(o.Notes))
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created := o
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if err := row.Scan(&created.ID, &created.CreatedAt, &created.UpdatedAt); err != nil {
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return ext.Opportunity{}, fmt.Errorf("insert opportunity: %w", err)
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}
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return created, nil
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}
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func (db *DB) GetFollowUpsDue(ctx context.Context, daysAhead int) ([]ext.ProfessionalContact, error) {
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if daysAhead <= 0 {
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daysAhead = 7
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}
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cutoff := time.Now().AddDate(0, 0, daysAhead)
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rows, err := db.pool.Query(ctx, `
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select id, name, company, title, email, phone, linkedin_url, how_we_met, tags, notes, last_contacted, follow_up_date, created_at, updated_at
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from professional_contacts
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where follow_up_date <= $1
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order by follow_up_date asc
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`, cutoff)
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if err != nil {
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return nil, fmt.Errorf("get follow-ups: %w", err)
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}
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defer rows.Close()
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return scanContacts(rows)
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}
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func (db *DB) AppendThoughtToContactNotes(ctx context.Context, contactID uuid.UUID, thoughtContent string) error {
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_, err := db.pool.Exec(ctx, `
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update professional_contacts
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set notes = coalesce(notes, '') || $2
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where id = $1
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`, contactID, thoughtContent)
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if err != nil {
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return fmt.Errorf("append thought to contact: %w", err)
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}
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return nil
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}
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func scanContacts(rows interface {
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Next() bool
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Scan(...any) error
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Err() error
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Close()
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}) ([]ext.ProfessionalContact, error) {
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defer rows.Close()
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var contacts []ext.ProfessionalContact
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for rows.Next() {
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var c ext.ProfessionalContact
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var company, title, email, phone, linkedInURL, howWeMet, notes *string
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if err := rows.Scan(&c.ID, &c.Name, &company, &title, &email, &phone,
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&linkedInURL, &howWeMet, &c.Tags, ¬es, &c.LastContacted, &c.FollowUpDate,
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&c.CreatedAt, &c.UpdatedAt); err != nil {
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return nil, fmt.Errorf("scan contact: %w", err)
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}
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c.Company = strVal(company)
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c.Title = strVal(title)
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c.Email = strVal(email)
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c.Phone = strVal(phone)
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c.LinkedInURL = strVal(linkedInURL)
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c.HowWeMet = strVal(howWeMet)
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c.Notes = strVal(notes)
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if c.Tags == nil {
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c.Tags = []string{}
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}
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contacts = append(contacts, c)
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}
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return contacts, rows.Err()
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}
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