Files
amcs/internal/store/crm.go
Hein 0eb6ac7ee5 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
2026-03-26 23:29:03 +02:00

248 lines
8.0 KiB
Go

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