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feat: add operational eligibility and scheduled follow-up

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plx
2026-08-15 07:56:06 +00:00
parent 71452b1e5c
commit ee8e2de606
13 changed files with 812 additions and 26 deletions
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26
app/opportunity_service.py
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@@ -183,6 +183,7 @@ STAGE_ON_TASK_DONE = {
_SCHEMA_READY = False
FOLLOW_UP_ACTION_CODES = {
"CALL_CUSTOMER",
"FOLLOW_UP_QUOTE",
"FOLLOW_UP_PROFORMA",
"FOLLOW_UP_PAYMENT",
@@ -198,6 +199,7 @@ OPPORTUNITY_LIFECYCLE_STATES = {
"active": "Ativa",
"awaiting_customer": "A aguardar cliente",
"follow_up_due": "Follow-up vencido",
"scheduled_follow_up": "Contacto agendado",
"recovery": "Recuperação",
"nurture": "Acompanhamento futuro",
}
@@ -1577,15 +1579,21 @@ def list_opportunities(
(
SELECT t.action_code FROM tasks t
WHERE t.opportunity_id = o.id AND t.status = 'pending'
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CALL_CUSTOMER','CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
ORDER BY t.due_at NULLS LAST, t.created_at DESC LIMIT 1
) AS pending_follow_up_action_code,
(
SELECT t.action FROM tasks t
WHERE t.opportunity_id = o.id AND t.status = 'pending'
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CALL_CUSTOMER','CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
ORDER BY t.due_at NULLS LAST, t.created_at DESC LIMIT 1
) AS pending_follow_up_action
) AS pending_follow_up_action,
(
SELECT t.due_at FROM tasks t
WHERE t.opportunity_id = o.id AND t.status = 'pending'
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CALL_CUSTOMER','CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
ORDER BY t.due_at NULLS LAST, t.created_at DESC LIMIT 1
) AS pending_follow_up_due_at
FROM opportunities o
LEFT JOIN customers c ON c.id = o.local_customer_id
{where_sql}
@@ -1643,15 +1651,21 @@ def get_opportunity(opportunity_id: str) -> Optional[Dict[str, Any]]:
(
SELECT t.action_code FROM tasks t
WHERE t.opportunity_id = o.id AND t.status = 'pending'
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CALL_CUSTOMER','CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
ORDER BY t.due_at NULLS LAST, t.created_at DESC LIMIT 1
) AS pending_follow_up_action_code,
(
SELECT t.action FROM tasks t
WHERE t.opportunity_id = o.id AND t.status = 'pending'
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CALL_CUSTOMER','CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
ORDER BY t.due_at NULLS LAST, t.created_at DESC LIMIT 1
) AS pending_follow_up_action
) AS pending_follow_up_action,
(
SELECT t.due_at FROM tasks t
WHERE t.opportunity_id = o.id AND t.status = 'pending'
AND (t.action_code LIKE 'FOLLOW_UP_%' OR t.action_code IN ('CALL_CUSTOMER','CONFIRM_DELIVERY','RECOVER_OPPORTUNITY','REVIEW_NURTURE'))
ORDER BY t.due_at NULLS LAST, t.created_at DESC LIMIT 1
) AS pending_follow_up_due_at
FROM opportunities o
LEFT JOIN customers c ON c.id = o.local_customer_id
WHERE o.id = CAST(:opportunity_id AS UUID)