feature: Added Transactions and major Order System Overhaul

backend/crm/models.py

@@ -1,5 +1,5 @@
 from enum import Enum
-from typing import List, Optional
+from typing import Any, Dict, List, Optional
 from pydantic import BaseModel
 
 
@@ -129,6 +129,50 @@ class CustomerLocation(BaseModel):
     country: Optional[str] = None
 
 
+# ── New customer status models ────────────────────────────────────────────────
+
+class TechnicalIssue(BaseModel):
+    active: bool = True
+    opened_date: str  # ISO string
+    resolved_date: Optional[str] = None
+    note: str
+    opened_by: str
+    resolved_by: Optional[str] = None
+
+
+class InstallSupportEntry(BaseModel):
+    active: bool = True
+    opened_date: str  # ISO string
+    resolved_date: Optional[str] = None
+    note: str
+    opened_by: str
+    resolved_by: Optional[str] = None
+
+
+class TransactionEntry(BaseModel):
+    date: str  # ISO string
+    flow: str  # "invoice" | "payment" | "refund" | "credit"
+    payment_type: Optional[str] = None  # "cash" | "bank_transfer" | "card" | "paypal" — null for invoices
+    category: str  # "full_payment" | "advance" | "installment"
+    amount: float
+    currency: str = "EUR"
+    invoice_ref: Optional[str] = None
+    order_ref: Optional[str] = None
+    recorded_by: str
+    note: str = ""
+
+
+# Lightweight summary stored on customer doc for fast CustomerList expanded view
+class CrmSummary(BaseModel):
+    active_order_status: Optional[str] = None
+    active_order_status_date: Optional[str] = None
+    active_order_title: Optional[str] = None
+    active_issues_count: int = 0
+    latest_issue_date: Optional[str] = None
+    active_support_count: int = 0
+    latest_support_date: Optional[str] = None
+
+
 class CustomerCreate(BaseModel):
     title: Optional[str] = None
     name: str
@@ -143,9 +187,12 @@ class CustomerCreate(BaseModel):
     owned_items: List[OwnedItem] = []
     linked_user_ids: List[str] = []
     nextcloud_folder: Optional[str] = None
-    folder_id: Optional[str] = None  # Human-readable Nextcloud folder name, e.g. "saint-john-corfu"
-    negotiating: bool = False
-    has_problem: bool = False
+    folder_id: Optional[str] = None
+    relationship_status: str = "lead"
+    technical_issues: List[Dict[str, Any]] = []
+    install_support: List[Dict[str, Any]] = []
+    transaction_history: List[Dict[str, Any]] = []
+    crm_summary: Optional[Dict[str, Any]] = None
 
 
 class CustomerUpdate(BaseModel):
@@ -162,8 +209,7 @@ class CustomerUpdate(BaseModel):
     owned_items: Optional[List[OwnedItem]] = None
     linked_user_ids: Optional[List[str]] = None
     nextcloud_folder: Optional[str] = None
-    negotiating: Optional[bool] = None
-    has_problem: Optional[bool] = None
+    relationship_status: Optional[str] = None
     # folder_id intentionally excluded from update — set once at creation
 
 
@@ -181,18 +227,34 @@ class CustomerListResponse(BaseModel):
 # ── Orders ───────────────────────────────────────────────────────────────────
 
 class OrderStatus(str, Enum):
-    draft = "draft"
-    confirmed = "confirmed"
-    in_production = "in_production"
+    negotiating = "negotiating"
+    awaiting_quotation = "awaiting_quotation"
+    awaiting_customer_confirmation = "awaiting_customer_confirmation"
+    awaiting_fulfilment = "awaiting_fulfilment"
+    awaiting_payment = "awaiting_payment"
+    manufacturing = "manufacturing"
     shipped = "shipped"
-    delivered = "delivered"
-    cancelled = "cancelled"
+    installed = "installed"
+    declined = "declined"
+    complete = "complete"
 
 
-class PaymentStatus(str, Enum):
-    pending = "pending"
-    partial = "partial"
-    paid = "paid"
+class OrderPaymentStatus(BaseModel):
+    required_amount: float = 0
+    received_amount: float = 0
+    balance_due: float = 0
+    advance_required: bool = False
+    advance_amount: Optional[float] = None
+    payment_complete: bool = False
+
+
+class OrderTimelineEvent(BaseModel):
+    date: str  # ISO string
+    type: str  # "quote_request" | "quote_sent" | "quote_accepted" | "quote_declined"
+               # | "mfg_started" | "mfg_complete" | "order_shipped" | "installed"
+               # | "payment_received" | "invoice_sent" | "note"
+    note: str = ""
+    updated_by: str
 
 
 class OrderDiscount(BaseModel):
@@ -223,29 +285,36 @@ class OrderItem(BaseModel):
 class OrderCreate(BaseModel):
     customer_id: str
     order_number: Optional[str] = None
-    status: OrderStatus = OrderStatus.draft
+    title: Optional[str] = None
+    created_by: Optional[str] = None
+    status: OrderStatus = OrderStatus.negotiating
+    status_updated_date: Optional[str] = None
+    status_updated_by: Optional[str] = None
     items: List[OrderItem] = []
     subtotal: float = 0
     discount: Optional[OrderDiscount] = None
     total_price: float = 0
     currency: str = "EUR"
     shipping: Optional[OrderShipping] = None
-    payment_status: PaymentStatus = PaymentStatus.pending
+    payment_status: Optional[Dict[str, Any]] = None
     invoice_path: Optional[str] = None
     notes: Optional[str] = None
+    timeline: List[Dict[str, Any]] = []
 
 
 class OrderUpdate(BaseModel):
-    customer_id: Optional[str] = None
     order_number: Optional[str] = None
+    title: Optional[str] = None
     status: Optional[OrderStatus] = None
+    status_updated_date: Optional[str] = None
+    status_updated_by: Optional[str] = None
     items: Optional[List[OrderItem]] = None
     subtotal: Optional[float] = None
     discount: Optional[OrderDiscount] = None
     total_price: Optional[float] = None
     currency: Optional[str] = None
     shipping: Optional[OrderShipping] = None
-    payment_status: Optional[PaymentStatus] = None
+    payment_status: Optional[Dict[str, Any]] = None
     invoice_path: Optional[str] = None
     notes: Optional[str] = None