add quick leads
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2026-04-30 16:40:40 -05:00
parent 3a22776568
commit cfd810beba
20 changed files with 1054 additions and 11 deletions

View File

@@ -29,3 +29,6 @@ config :phoenix, :plug_init_mode, :runtime
# Sort query params output of verified routes for robust url comparisons # Sort query params output of verified routes for robust url comparisons
config :phoenix, config :phoenix,
sort_verified_routes_query_params: true sort_verified_routes_query_params: true
config :customer_service, CustomerService.EventStore,
serializer: Commanded.Serialization.JsonSerializer

View File

@@ -33,6 +33,21 @@ defmodule CustomerService.Aggregates.CorporateCustomer do
} }
end end
@impl Aggregate
def execute(%CorporateCustomer{id: _id}, %Commands.UpdateCorporateCustomer{} = cmd) do
%Events.CorporateCustomerUpdated{
id: cmd.id,
legal_name: cmd.legal_name,
commercial_name: cmd.commercial_name,
ruc: cmd.ruc,
legal_rep_name: cmd.legal_rep_name,
legal_rep_document_id: cmd.legal_rep_document_id,
email: cmd.email,
phone: cmd.phone,
address: cmd.address
}
end
@impl Aggregate @impl Aggregate
def apply(%CorporateCustomer{} = c, %Events.CorporateCustomerCreated{} = e) do def apply(%CorporateCustomer{} = c, %Events.CorporateCustomerCreated{} = e) do
%CorporateCustomer{ %CorporateCustomer{
@@ -48,4 +63,19 @@ defmodule CustomerService.Aggregates.CorporateCustomer do
address: e.address address: e.address
} }
end end
@impl Aggregate
def apply(%CorporateCustomer{} = c, %Events.CorporateCustomerUpdated{} = e) do
%CorporateCustomer{
c
| legal_name: e.legal_name || c.legal_name,
commercial_name: e.commercial_name || c.commercial_name,
ruc: e.ruc || c.ruc,
legal_rep_name: e.legal_rep_name || c.legal_rep_name,
legal_rep_document_id: e.legal_rep_document_id || c.legal_rep_document_id,
email: e.email || c.email,
phone: e.phone || c.phone,
address: e.address || c.address
}
end
end end

View File

@@ -32,6 +32,21 @@ defmodule CustomerService.Aggregates.Customer do
} }
end end
@impl Aggregate
def execute(%Customer{id: _id}, %Commands.UpdateCustomer{} = cmd) do
%Events.CustomerUpdated{
id: cmd.id,
first_name: cmd.first_name,
last_name: cmd.last_name,
birth_date: cmd.birth_date,
gender: cmd.gender,
email: cmd.email,
phone: cmd.phone,
document_id: cmd.document_id,
address: cmd.address
}
end
@impl Aggregate @impl Aggregate
def apply(%Customer{} = c, %Events.CustomerCreated{} = e) do def apply(%Customer{} = c, %Events.CustomerCreated{} = e) do
%__MODULE__{ %__MODULE__{
@@ -47,4 +62,19 @@ defmodule CustomerService.Aggregates.Customer do
document_id: e.document_id document_id: e.document_id
} }
end end
@impl Aggregate
def apply(%Customer{} = c, %Events.CustomerUpdated{} = e) do
%__MODULE__{
c
| first_name: e.first_name || c.first_name,
last_name: e.last_name || c.last_name,
birth_date: e.birth_date || c.birth_date,
gender: e.gender || c.gender,
email: e.email || c.email,
phone: e.phone || c.phone,
address: e.address || c.address,
document_id: e.document_id || c.document_id
}
end
end end

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@@ -0,0 +1,140 @@
defmodule CustomerService.Aggregates.QuickLead do
defstruct [
:id,
:name,
:email,
:phone,
:company_name,
:status,
:priority,
:source,
:notes,
:assigned_to,
:estimated_value,
:expected_close_date,
:status_history
]
alias __MODULE__
alias Commanded.Aggregates.Aggregate
alias CustomerService.Commands
alias CustomerService.Events
@behaviour Aggregate
@valid_statuses ~w(new contacted qualified proposal negotiation converted lost)a
@impl Aggregate
def execute(%QuickLead{id: nil}, %Commands.CreateQuickLead{} = cmd) do
status = cmd.status || :new
priority = cmd.priority || :medium
source = cmd.source || :other
%Events.QuickLeadCreated{
id: cmd.id,
name: cmd.name,
email: cmd.email,
phone: cmd.phone,
company_name: cmd.company_name,
status: status,
priority: priority,
source: source,
notes: cmd.notes,
assigned_to: cmd.assigned_to,
estimated_value: cmd.estimated_value,
expected_close_date: cmd.expected_close_date
}
end
@impl Aggregate
def execute(%QuickLead{id: _id}, %Commands.UpdateQuickLead{} = cmd) do
%Events.QuickLeadUpdated{
id: cmd.id,
name: cmd.name,
email: cmd.email,
phone: cmd.phone,
company_name: cmd.company_name,
notes: cmd.notes,
assigned_to: cmd.assigned_to,
estimated_value: cmd.estimated_value,
expected_close_date: cmd.expected_close_date
}
end
@impl Aggregate
def execute(%QuickLead{id: _id, status: current_status}, %Commands.UpdateLeadStatus{} = cmd) do
new_status = cmd.status
if valid_status_transition?(current_status, new_status) do
%Events.LeadStatusUpdated{
id: cmd.id,
status: new_status,
previous_status: current_status,
updated_at: DateTime.utc_now()
}
else
{:error, :invalid_status_transition}
end
end
@impl Aggregate
def apply(%QuickLead{id: nil}, %Events.QuickLeadCreated{} = e) do
%__MODULE__{
id: e.id,
name: e.name,
email: e.email,
phone: e.phone,
company_name: e.company_name,
status: e.status,
priority: e.priority,
source: e.source,
notes: e.notes,
assigned_to: e.assigned_to,
estimated_value: e.estimated_value,
expected_close_date: e.expected_close_date,
status_history: [
%{
status: e.status,
updated_at: DateTime.utc_now(),
notes: "Lead created"
}
]
}
end
@impl Aggregate
def apply(%QuickLead{} = lead, %Events.QuickLeadUpdated{} = e) do
%__MODULE__{
lead
| name: e.name || lead.name,
email: e.email || lead.email,
phone: e.phone || lead.phone,
company_name: e.company_name || lead.company_name,
notes: e.notes || lead.notes,
assigned_to: e.assigned_to || lead.assigned_to,
estimated_value: e.estimated_value || lead.estimated_value,
expected_close_date: e.expected_close_date || lead.expected_close_date
}
end
@impl Aggregate
def apply(%QuickLead{} = lead, %Events.LeadStatusUpdated{} = e) do
%__MODULE__{
lead
| status: e.status,
status_history: [
%{
status: e.status,
previous_status: e.previous_status,
updated_at: e.updated_at
}
| lead.status_history
]
}
end
defp valid_status_transition?(current_status, new_status) do
current_status in @valid_statuses and new_status in @valid_statuses and
current_status != new_status
end
end

View File

@@ -11,6 +11,7 @@ defmodule CustomerService.Application do
CustomerService.CommandedApp, CustomerService.CommandedApp,
CustomerService.Repo, CustomerService.Repo,
CustomerService.Projectors.Customer, CustomerService.Projectors.Customer,
CustomerService.Projectors.QuickLead,
CustomerServiceWeb.Telemetry, CustomerServiceWeb.Telemetry,
{DNSCluster, query: Application.get_env(:customer_service, :dns_cluster_query) || :ignore}, {DNSCluster, query: Application.get_env(:customer_service, :dns_cluster_query) || :ignore},
{Phoenix.PubSub, name: CustomerService.PubSub}, {Phoenix.PubSub, name: CustomerService.PubSub},

View File

@@ -4,12 +4,20 @@ defmodule CustomerService.Router do
alias CustomerService.Aggregates alias CustomerService.Aggregates
identify(Aggregates.Customer, by: :id) identify(Aggregates.Customer, by: :id)
dispatch([Commands.CreateCustomer], to: Aggregates.Customer) dispatch([Commands.CreateCustomer, Commands.UpdateCustomer], to: Aggregates.Customer)
dispatch(Commands.CreateCorporateCustomer, dispatch(
[Commands.CreateCorporateCustomer, Commands.UpdateCorporateCustomer],
to: Aggregates.CorporateCustomer, to: Aggregates.CorporateCustomer,
identity: :id identity: :id
) )
identify(Aggregates.QuickLead, by: :id)
dispatch(
[Commands.CreateQuickLead, Commands.UpdateQuickLead, Commands.UpdateLeadStatus],
to: Aggregates.QuickLead
)
end end
defmodule CustomerService.CommandedApp do defmodule CustomerService.CommandedApp do

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@@ -25,3 +25,66 @@ defmodule CustomerService.Commands.CreateCorporateCustomer do
:address :address
] ]
end end
defmodule CustomerService.Commands.UpdateCustomer do
defstruct [
:id,
:first_name,
:last_name,
:birth_date,
:gender,
:email,
:phone,
:address,
:document_id
]
end
defmodule CustomerService.Commands.UpdateCorporateCustomer do
defstruct [
:id,
:legal_name,
:commercial_name,
:ruc,
:legal_rep_name,
:legal_rep_document_id,
:email,
:phone,
:address
]
end
defmodule CustomerService.Commands.CreateQuickLead do
defstruct [
:id,
:name,
:email,
:phone,
:company_name,
:status,
:priority,
:source,
:notes,
:assigned_to,
:estimated_value,
:expected_close_date
]
end
defmodule CustomerService.Commands.UpdateQuickLead do
defstruct [
:id,
:name,
:email,
:phone,
:company_name,
:notes,
:assigned_to,
:estimated_value,
:expected_close_date
]
end
defmodule CustomerService.Commands.UpdateLeadStatus do
defstruct [:id, :status]
end

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@@ -27,3 +27,71 @@ defmodule CustomerService.Events.CorporateCustomerCreated do
:address :address
] ]
end end
defmodule CustomerService.Events.CustomerUpdated do
@derive Jason.Encoder
defstruct [
:id,
:first_name,
:last_name,
:birth_date,
:gender,
:email,
:phone,
:address,
:document_id
]
end
defmodule CustomerService.Events.CorporateCustomerUpdated do
@derive Jason.Encoder
defstruct [
:id,
:legal_name,
:commercial_name,
:ruc,
:legal_rep_name,
:legal_rep_document_id,
:email,
:phone,
:address
]
end
defmodule CustomerService.Events.QuickLeadCreated do
@derive Jason.Encoder
defstruct [
:id,
:name,
:email,
:phone,
:company_name,
:status,
:priority,
:source,
:notes,
:assigned_to,
:estimated_value,
:expected_close_date
]
end
defmodule CustomerService.Events.QuickLeadUpdated do
@derive Jason.Encoder
defstruct [
:id,
:name,
:email,
:phone,
:company_name,
:notes,
:assigned_to,
:estimated_value,
:expected_close_date
]
end
defmodule CustomerService.Events.LeadStatusUpdated do
@derive Jason.Encoder
defstruct [:id, :status, :previous_status, :updated_at]
end

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@@ -0,0 +1,17 @@
defmodule CustomerService.Lead.Filters do
import Ecto.Query
def search(query, %Flop.Filter{value: value}, _opts) do
term = "%#{value}%"
where(
query,
[l],
ilike(l.name, ^term) or
ilike(l.email, ^term) or
ilike(l.phone, ^term) or
ilike(l.company_name, ^term) or
ilike(l.assigned_to, ^term)
)
end
end

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@@ -0,0 +1,15 @@
defmodule CustomerService.Lead.Queries do
alias CustomerService.Projections.QuickLead
alias CustomerService.Repo
def list_leads(params \\ %{}) do
Flop.validate_and_run(QuickLead, params, for: QuickLead)
end
def get_lead(id) do
case Repo.get(QuickLead, id) do
nil -> {:error, :not_found}
lead -> {:ok, lead}
end
end
end

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@@ -0,0 +1,57 @@
defmodule CustomerService.Projections.QuickLead do
use Ecto.Schema
@derive {Jason.Encoder,
only: [
:id,
:name,
:email,
:phone,
:company_name,
:status,
:priority,
:source,
:notes,
:assigned_to,
:estimated_value,
:expected_close_date,
:status_history,
:inserted_at,
:updated_at
]}
@derive {
Flop.Schema,
filterable: [:status, :priority, :source, :assigned_to, :search],
sortable: [:name, :company_name, :status, :priority, :inserted_at],
default_limit: 20,
max_limit: 100,
custom_fields: [
search: [
filter: {CustomerService.Lead.Filters, :search, []},
ecto_type: :string,
operators: [:==]
]
]
}
@primary_key {:id, :binary_id, autogenerate: false}
@timestamps_opts [type: :utc_datetime_usec]
schema "quick_leads" do
field :name, :string
field :email, :string
field :phone, :string
field :company_name, :string
field :status, :string
field :priority, :string
field :source, :string
field :notes, :string
field :assigned_to, :string
field :estimated_value, :decimal
field :expected_close_date, :date
field :status_history, :map
timestamps()
end
end

View File

@@ -47,4 +47,34 @@ defmodule CustomerService.Projectors.Customer do
address: e.address address: e.address
}) })
end) end)
project(%Events.CustomerUpdated{} = e, _meta, fn multi ->
Ecto.Multi.update_all(multi, :customer, from(c in Customer, where: c.id == ^e.id),
set: [
first_name: e.first_name,
last_name: e.last_name,
birth_date: parse_date(e.birth_date),
gender: e.gender,
email: e.email,
phone: e.phone,
address: e.address,
document_id: e.document_id
]
)
end)
project(%Events.CorporateCustomerUpdated{} = e, _meta, fn multi ->
Ecto.Multi.update_all(multi, :customer, from(c in Customer, where: c.id == ^e.id),
set: [
legal_name: e.legal_name,
commercial_name: e.commercial_name,
ruc: e.ruc,
legal_rep_name: e.legal_rep_name,
legal_rep_document_id: e.legal_rep_document_id,
email: e.email,
phone: e.phone,
address: e.address
]
)
end)
end end

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@@ -0,0 +1,67 @@
defmodule CustomerService.Projectors.QuickLead do
use Commanded.Projections.Ecto,
application: CustomerService.CommandedApp,
repo: CustomerService.Repo,
name: "CustomerService.Projectors.QuickLead",
consistency: :strong
alias CustomerService.Events
alias CustomerService.Projections.QuickLead
project(%Events.QuickLeadCreated{} = event, fn multi ->
Ecto.Multi.insert(multi, :quick_lead, %QuickLead{
id: event.id,
name: event.name,
email: event.email,
phone: event.phone,
company_name: event.company_name,
status: to_string(event.status),
priority: to_string(event.priority),
source: to_string(event.source),
notes: event.notes,
assigned_to: event.assigned_to,
estimated_value: event.estimated_value,
expected_close_date: parse_date(event.expected_close_date),
status_history: [
%{
status: to_string(event.status),
updated_at: DateTime.utc_now(),
notes: "Lead created"
}
]
})
end)
project(%Events.QuickLeadUpdated{} = event, _meta, fn multi ->
Ecto.Multi.update_all(multi, :quick_lead, from(q in QuickLead, where: q.id == ^event.id),
set: [
name: event.name,
email: event.email,
phone: event.phone,
company_name: event.company_name,
notes: event.notes,
assigned_to: event.assigned_to,
estimated_value: event.estimated_value,
expected_close_date: parse_date(event.expected_close_date)
]
)
end)
project(%Events.LeadStatusUpdated{} = event, _meta, fn multi ->
Ecto.Multi.update_all(multi, :quick_lead, from(q in QuickLead, where: q.id == ^event.id),
set: [
status: to_string(event.status)
]
)
end)
defp parse_date(nil), do: nil
defp parse_date(%Date{} = d), do: d
defp parse_date(str) when is_binary(str) do
case Date.from_iso8601(str) do
{:ok, d} -> d
_ -> nil
end
end
end

View File

@@ -2,19 +2,25 @@ defmodule CustomerServiceWeb.CustomerController do
use CustomerServiceWeb, :controller use CustomerServiceWeb, :controller
use OpenApiSpex.ControllerSpecs use OpenApiSpex.ControllerSpecs
alias CustomerService.Commands.{CreateCustomer, CreateCorporateCustomer} alias CustomerService.Commands.{
CreateCustomer,
CreateCorporateCustomer,
UpdateCustomer,
UpdateCorporateCustomer
}
alias CustomerService.Customer.Queries, as: CustomerQueries alias CustomerService.Customer.Queries, as: CustomerQueries
alias CustomerServiceWeb.Schemas.Customer, as: CustomerSchemas alias CustomerServiceWeb.Schemas.Customer, as: CustomerSchemas
alias CustomerServiceWeb.QueryHelpers
operation(:index, operation(:index,
summary: "List customers", summary: "List customers",
parameters: [ parameters:
"page[number]": [in: :query, type: :integer, required: false], QueryHelpers.flop([:customer_type, :email, :phone, :document_id, :ruc, :search], [
"page[size]": [in: :query, type: :integer, required: false], :last_name,
"filters[0][field]": [in: :query, type: :string, required: false], :legal_name,
"filters[0][op]": [in: :query, type: :string, required: false], :inserted_at
"filters[0][value]": [in: :query, type: :string, required: false] ]),
],
responses: [ responses: [
ok: {"Customer list", "application/json", CustomerSchemas.CustomerListResponse} ok: {"Customer list", "application/json", CustomerSchemas.CustomerListResponse}
] ]
@@ -119,6 +125,63 @@ defmodule CustomerServiceWeb.CustomerController do
dispatch_and_return(conn, command, customer_id) dispatch_and_return(conn, command, customer_id)
end end
operation(:update,
summary: "Update individual customer",
parameters: [
id: [in: :path, type: :string, required: true, description: "Customer ID"]
],
request_body:
{"Customer data", "application/json", CustomerSchemas.UpdateCustomer, required: true},
responses: [
ok: {"Customer updated", "application/json", CustomerSchemas.CustomerResponse}
]
)
def update(conn, %{"id" => id} = params) do
command = %UpdateCustomer{
id: id,
first_name: params["first_name"],
last_name: params["last_name"],
birth_date: parse_date(params["birth_date"]),
gender: params["gender"],
email: params["email"],
phone: params["phone"],
document_id: params["document_id"],
address: params["address"]
}
dispatch_and_return(conn, command, id)
end
operation(:update_corporate,
summary: "Update corporate customer",
parameters: [
id: [in: :path, type: :string, required: true, description: "Customer ID"]
],
request_body:
{"Corporate customer data", "application/json", CustomerSchemas.UpdateCorporateCustomer,
required: true},
responses: [
ok: {"Corporate customer updated", "application/json", CustomerSchemas.CustomerResponse}
]
)
def update_corporate(conn, %{"id" => id} = params) do
command = %UpdateCorporateCustomer{
id: id,
legal_name: params["legal_name"],
commercial_name: params["commercial_name"],
ruc: params["ruc"],
legal_rep_name: params["legal_rep_name"],
legal_rep_document_id: params["legal_rep_document_id"],
email: params["email"],
phone: params["phone"],
address: params["address"]
}
dispatch_and_return(conn, command, id)
end
# --------------------------------------------------------------------------- # ---------------------------------------------------------------------------
# Private # Private
# --------------------------------------------------------------------------- # ---------------------------------------------------------------------------

View File

@@ -0,0 +1,202 @@
defmodule CustomerServiceWeb.LeadController do
use CustomerServiceWeb, :controller
use OpenApiSpex.ControllerSpecs
alias CustomerService.Commands.{CreateQuickLead, UpdateQuickLead, UpdateLeadStatus}
alias CustomerService.Lead.Queries, as: LeadQueries
alias CustomerServiceWeb.Schemas.Lead, as: LeadSchemas
alias CustomerServiceWeb.QueryHelpers
operation(:index,
summary: "List leads",
parameters:
QueryHelpers.flop([:status, :priority, :source, :assigned_to, :search], [
:name,
:company_name,
:status,
:priority,
:inserted_at
]),
responses: [
ok: {"Lead list", "application/json", LeadSchemas.LeadListResponse}
]
)
def index(conn, params) do
case LeadQueries.list_leads(params) do
{:ok, {leads, meta}} ->
conn
|> put_status(:ok)
|> json(%{
data: Enum.map(leads, &lead_json/1),
meta: %{
total_count: meta.total_count,
total_pages: meta.total_pages,
current_page: meta.current_page,
page_size: meta.page_size,
has_next: meta.has_next_page?,
has_prev: meta.has_previous_page?
}
})
{:error, _meta} ->
conn
|> put_status(:bad_request)
|> json(%{error: "invalid parameters"})
end
end
operation(:show,
summary: "Get lead",
parameters: [
id: [in: :path, type: :string, required: true, description: "Lead ID"]
],
responses: [
ok: {"Lead", "application/json", LeadSchemas.LeadResponse},
not_found: {"Not found", "application/json", %OpenApiSpex.Schema{type: :object}}
]
)
def show(conn, %{"id" => id}) do
case LeadQueries.get_lead(id) do
{:ok, lead} ->
conn |> put_status(:ok) |> json(%{data: lead_json(lead)})
{:error, :not_found} ->
conn |> put_status(:not_found) |> json(%{error: "not found"})
end
end
operation(:create,
summary: "Create quick lead",
request_body: {"Lead data", "application/json", LeadSchemas.CreateQuickLead, required: true},
responses: [
ok: {"Lead created", "application/json", LeadSchemas.LeadResponse}
]
)
def create(conn, params) do
lead_id = Ecto.UUID.generate()
command = %CreateQuickLead{
id: lead_id,
name: params["name"],
email: params["email"],
phone: params["phone"],
company_name: params["company_name"],
status: params["status"] || :new,
priority: params["priority"] || :medium,
source: params["source"] || :other,
notes: params["notes"],
assigned_to: params["assigned_to"],
estimated_value: parse_decimal(params["estimated_value"]),
expected_close_date: parse_date(params["expected_close_date"])
}
dispatch_and_return(conn, command, lead_id)
end
operation(:update,
summary: "Update quick lead",
parameters: [
id: [in: :path, type: :string, required: true, description: "Lead ID"]
],
request_body: {"Lead data", "application/json", LeadSchemas.UpdateQuickLead, required: true},
responses: [
ok: {"Lead updated", "application/json", LeadSchemas.LeadResponse}
]
)
def update(conn, %{"id" => id} = params) do
command = %UpdateQuickLead{
id: id,
name: params["name"],
email: params["email"],
phone: params["phone"],
company_name: params["company_name"],
notes: params["notes"],
assigned_to: params["assigned_to"],
estimated_value: parse_decimal(params["estimated_value"]),
expected_close_date: parse_date(params["expected_close_date"])
}
dispatch_and_return(conn, command, id)
end
operation(:update_status,
summary: "Update lead status",
parameters: [
id: [in: :path, type: :string, required: true, description: "Lead ID"]
],
request_body:
{"Status update", "application/json", LeadSchemas.UpdateLeadStatus, required: true},
responses: [
ok: {"Lead status updated", "application/json", LeadSchemas.LeadResponse}
]
)
def update_status(conn, %{"id" => id} = params) do
command = %UpdateLeadStatus{
id: id,
status: String.to_existing_atom(params["status"])
}
dispatch_and_return(conn, command, id)
end
defp dispatch_and_return(conn, command, lead_id) do
case CustomerService.CommandedApp.dispatch(command, consistency: :strong) do
:ok ->
case LeadQueries.get_lead(lead_id) do
{:ok, lead} ->
conn |> put_status(:ok) |> json(%{data: lead_json(lead)})
{:error, :not_found} ->
conn
|> put_status(:internal_server_error)
|> json(%{error: "lead created but not found in projection"})
end
{:error, reason} ->
conn |> put_status(:unprocessable_entity) |> json(%{error: inspect(reason)})
end
end
defp parse_date(nil), do: nil
defp parse_date(str) do
case Date.from_iso8601(str) do
{:ok, date} -> date
_ -> nil
end
end
defp parse_decimal(nil), do: nil
defp parse_decimal(str) when is_binary(str) do
case Decimal.parse(str) do
{decimal, ""} -> decimal
_ -> nil
end
end
defp lead_json(lead) do
%{
id: lead.id,
name: lead.name,
email: lead.email,
phone: lead.phone,
company_name: lead.company_name,
status: lead.status,
priority: lead.priority,
source: lead.source,
notes: lead.notes,
assigned_to: lead.assigned_to,
estimated_value: lead.estimated_value,
expected_close_date: lead.expected_close_date,
status_history: lead.status_history,
inserted_at: lead.inserted_at,
updated_at: lead.updated_at
}
end
end

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@@ -0,0 +1,34 @@
defmodule CustomerServiceWeb.QueryHelpers do
@moduledoc false
alias OpenApiSpex.Schema
@filter_count 3
def flop(filter_fields, order_fields, other \\ []) do
[
page: [in: :query, schema: %Schema{type: :number, default: 1}],
page_size: [in: :query, schema: %Schema{type: :number, default: 20}],
order_by: [
in: :query,
schema: %Schema{type: :array, items: %Schema{type: :string, enum: order_fields}}
],
order_directions: [
in: :query,
schema: %Schema{type: :array, items: %Schema{type: :string, enum: ["asc", "desc"]}}
]
] ++ build_filter_params(filter_fields) ++ other
end
defp build_filter_params(fields) do
for i <- 0..(@filter_count - 1) do
[
{:"filters[#{i}][field]", [in: :query, schema: %Schema{type: :string, enum: fields}]},
{:"filters[#{i}][op]",
[in: :query, schema: %Schema{type: :string, enum: Flop.Filter.allowed_operators(:all)}]},
{:"filters[#{i}][value]", [in: :query, schema: %Schema{type: :string}]}
]
end
|> List.flatten()
end
end

View File

@@ -1,6 +1,6 @@
defmodule CustomerServiceWeb.Router do defmodule CustomerServiceWeb.Router do
use CustomerServiceWeb, :router use CustomerServiceWeb, :router
alias CustomerServiceWeb.CustomerController alias CustomerServiceWeb.{CustomerController, LeadController}
pipeline :api do pipeline :api do
plug :accepts, ["json"] plug :accepts, ["json"]
@@ -21,6 +21,14 @@ defmodule CustomerServiceWeb.Router do
post "/customers/corporate", CustomerController, :create_corporate post "/customers/corporate", CustomerController, :create_corporate
get "/customers", CustomerController, :index get "/customers", CustomerController, :index
get "/customers/:id", CustomerController, :show get "/customers/:id", CustomerController, :show
put "/customers/individual/:id", CustomerController, :update
put "/customers/corporate/:id", CustomerController, :update_corporate
post "/leads", LeadController, :create
get "/leads", LeadController, :index
get "/leads/:id", LeadController, :show
put "/leads/:id", LeadController, :update
put "/leads/:id/status", LeadController, :update_status
end end
end end

View File

@@ -114,6 +114,44 @@ defmodule CustomerServiceWeb.Schemas.Customer do
}) })
end end
defmodule UpdateCustomer do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "UpdateCustomer",
type: :object,
properties: %{
first_name: %Schema{type: :string},
last_name: %Schema{type: :string},
email: %Schema{type: :string, format: :email},
phone: %Schema{type: :string},
birth_date: %Schema{type: :string, format: :date},
gender: %Schema{type: :string},
document_id: %Schema{type: :string},
address: %Schema{type: :string}
}
})
end
defmodule UpdateCorporateCustomer do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "UpdateCorporateCustomer",
type: :object,
properties: %{
legal_name: %Schema{type: :string},
commercial_name: %Schema{type: :string},
ruc: %Schema{type: :string},
legal_rep_name: %Schema{type: :string},
legal_rep_document_id: %Schema{type: :string},
email: %Schema{type: :string, format: :email},
phone: %Schema{type: :string},
address: %Schema{type: :string}
}
})
end
defmodule CustomerListResponse do defmodule CustomerListResponse do
require OpenApiSpex require OpenApiSpex

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@@ -0,0 +1,141 @@
defmodule CustomerServiceWeb.Schemas.Lead do
alias OpenApiSpex.Schema
defmodule PaginationMeta do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "PaginationMeta",
type: :object,
properties: %{
total_count: %Schema{type: :integer},
total_pages: %Schema{type: :integer},
current_page: %Schema{type: :integer},
page_size: %Schema{type: :integer},
has_next: %Schema{type: :boolean},
has_prev: %Schema{type: :boolean}
}
})
end
defmodule LeadData do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "QuickLead",
type: :object,
properties: %{
id: %Schema{type: :string, format: :uuid},
name: %Schema{type: :string},
email: %Schema{type: :string, format: :email},
phone: %Schema{type: :string},
company_name: %Schema{type: :string},
status: %Schema{
type: :string,
enum: ["new", "contacted", "qualified", "proposal", "negotiation", "converted", "lost"]
},
priority: %Schema{type: :string, enum: ["low", "medium", "high"]},
source: %Schema{
type: :string,
enum: ["website", "referral", "social_media", "cold_call", "email_campaign", "other"]
},
notes: %Schema{type: :string},
assigned_to: %Schema{type: :string},
estimated_value: %Schema{type: :string},
expected_close_date: %Schema{type: :string, format: :date},
status_history: %Schema{type: :array, items: %Schema{type: :object}},
inserted_at: %Schema{type: :string, format: :"date-time"},
updated_at: %Schema{type: :string, format: :"date-time"}
}
})
end
defmodule CreateQuickLead do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "CreateQuickLead",
type: :object,
required: [:name],
properties: %{
name: %Schema{type: :string},
email: %Schema{type: :string, format: :email},
phone: %Schema{type: :string},
company_name: %Schema{type: :string},
status: %Schema{
type: :string,
enum: ["new", "contacted", "qualified", "proposal", "negotiation", "converted", "lost"]
},
priority: %Schema{type: :string, enum: ["low", "medium", "high"]},
source: %Schema{
type: :string,
enum: ["website", "referral", "social_media", "cold_call", "email_campaign", "other"]
},
notes: %Schema{type: :string},
assigned_to: %Schema{type: :string},
estimated_value: %Schema{type: :string},
expected_close_date: %Schema{type: :string, format: :date}
}
})
end
defmodule UpdateQuickLead do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "UpdateQuickLead",
type: :object,
properties: %{
name: %Schema{type: :string},
email: %Schema{type: :string, format: :email},
phone: %Schema{type: :string},
company_name: %Schema{type: :string},
notes: %Schema{type: :string},
assigned_to: %Schema{type: :string},
estimated_value: %Schema{type: :string},
expected_close_date: %Schema{type: :string, format: :date}
}
})
end
defmodule UpdateLeadStatus do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "UpdateLeadStatus",
type: :object,
required: [:status],
properties: %{
status: %Schema{
type: :string,
enum: ["new", "contacted", "qualified", "proposal", "negotiation", "converted", "lost"]
}
}
})
end
defmodule LeadListResponse do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "LeadListResponse",
type: :object,
properties: %{
data: %Schema{type: :array, items: LeadData},
meta: PaginationMeta
}
})
end
defmodule LeadResponse do
require OpenApiSpex
OpenApiSpex.schema(%{
title: "LeadResponse",
type: :object,
properties: %{
data: LeadData
}
})
end
end

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@@ -0,0 +1,28 @@
defmodule CustomerService.Repo.Migrations.AddQuickLeadsTable do
use Ecto.Migration
def change do
create table(:quick_leads, primary_key: false) do
add :id, :uuid, primary_key: true
add :name, :string
add :email, :string
add :phone, :string
add :company_name, :string
add :status, :string, null: false, default: "new"
add :priority, :string, null: false, default: "medium"
add :source, :string, null: false, default: "other"
add :notes, :string
add :assigned_to, :string
add :estimated_value, :decimal
add :expected_close_date, :date
add :status_history, :map
timestamps()
end
create index(:quick_leads, [:status])
create index(:quick_leads, [:priority])
create index(:quick_leads, [:source])
create index(:quick_leads, [:assigned_to])
create index(:quick_leads, [:email])
end
end