Files
replypier/backend/alembic/versions/c3d4e5f6a7b8_add_lead_capture.py
T
WangShen007 54b949b392 chore(brand): rename the product to ReplyPier
The upstream project name is gone from code, assets, docs and build
output: brand strings, domains (replypier.site and its app/api/docs/help
subdomains), env prefixes, image and network names, the widget's public
JS API (window.ReplyPier, replypierId/BaseUrl/Config/Token), CSS tokens
(--rp-*), file and directory names, and the WordPress plugin package.

- widget loader is now webclient/replypier.min.js; both bundles rebuilt
  from source (backend/assets/widget.{js,css}, frontend/public/webclient)
- NOTICE, llms.txt, CONTRIBUTING, HELP_CENTER_INFRA and config.dev.js
  rewritten rather than string-swapped; the demo config no longer ships
  the previous vendor's Firebase/Razorpay/Google keys
- new migration replypier_ai_model_001 adds REPLYPIER to the managed
  AIModelType and rewrites pre-rename rows
- local compose project, database, role and volume renamed; LOCAL_DEPLOY
  documents carrying the old local data over
2026-10-26 00:51:03 +08:00

124 lines
6.1 KiB
Python

"""
Copyright 2024-2026 ReplyPier
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
"""
"""add lead capture (configs, responses, customer lead stage)
Revision ID: c3d4e5f6a7b8
Revises: b2c3d4e5f6a7
Create Date: 2026-07-07 12:00:00.000000
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects import postgresql
# revision identifiers, used by Alembic.
revision: str = 'c3d4e5f6a7b8'
down_revision: Union[str, None] = 'b2c3d4e5f6a7'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
# Enum member NAMES are what SQLAlchemy stores (matches agenttype/sessionstatus convention).
# create_type=False + an explicit .create(checkfirst=True) so create_table/add_column
# reference the type without emitting a second (empty) CREATE TYPE.
assign_col = postgresql.ENUM('NONE', 'SALES_TEAM', 'SPECIFIC_PERSON', 'ROUND_ROBIN', name='leadassignmentmode', create_type=False)
crm_col = postgresql.ENUM('NONE', 'HUBSPOT', 'SALESFORCE', name='crmsynctarget', create_type=False)
stage_col = postgresql.ENUM('VISITOR', 'LEAD', 'CUSTOMER', name='leadstage', create_type=False)
def upgrade() -> None:
bind = op.get_bind()
# Create enum types up front (idempotent) so create_table / add_column can reference
# them without re-emitting CREATE TYPE.
assign_col.create(bind, checkfirst=True)
crm_col.create(bind, checkfirst=True)
stage_col.create(bind, checkfirst=True)
# ---- lead_capture_configs (1:1 with agents) ----
op.create_table(
'lead_capture_configs',
sa.Column('id', sa.Integer(), nullable=False),
sa.Column('agent_id', postgresql.UUID(as_uuid=True), nullable=False),
sa.Column('enabled', sa.Boolean(), nullable=False, server_default=sa.false()),
sa.Column('require_consent', sa.Boolean(), nullable=False, server_default=sa.true()),
sa.Column('guidance', sa.Text(), nullable=True),
sa.Column('fields', sa.JSON(), nullable=True),
sa.Column('assignment_mode', assign_col, nullable=False, server_default='NONE'),
sa.Column('assignment_target_user_id', postgresql.UUID(as_uuid=True), nullable=True),
sa.Column('crm_sync_target', crm_col, nullable=False, server_default='NONE'),
sa.Column('slack_notify_enabled', sa.Boolean(), nullable=False, server_default=sa.false()),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=True),
sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='CASCADE'),
sa.ForeignKeyConstraint(['assignment_target_user_id'], ['users.id']),
sa.PrimaryKeyConstraint('id'),
sa.UniqueConstraint('agent_id', name='uix_lead_capture_config_agent'),
)
op.create_index(op.f('ix_lead_capture_configs_id'), 'lead_capture_configs', ['id'], unique=False)
# ---- lead_capture_responses (one row per capture attempt) ----
op.create_table(
'lead_capture_responses',
sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
sa.Column('agent_id', postgresql.UUID(as_uuid=True), nullable=True),
sa.Column('customer_id', postgresql.UUID(as_uuid=True), nullable=False),
sa.Column('session_id', postgresql.UUID(as_uuid=True), nullable=True),
sa.Column('field_values', sa.JSON(), nullable=True),
sa.Column('summary', sa.Text(), nullable=True),
sa.Column('consent', sa.Boolean(), nullable=False, server_default=sa.false()),
sa.Column('qualified', sa.Boolean(), nullable=False, server_default=sa.false()),
sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=True),
sa.ForeignKeyConstraint(['organization_id'], ['organizations.id']),
sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='CASCADE'),
sa.ForeignKeyConstraint(['session_id'], ['session_to_agents.session_id']),
sa.PrimaryKeyConstraint('id'),
)
op.create_index(op.f('ix_lead_capture_responses_customer_id'), 'lead_capture_responses', ['customer_id'], unique=False)
op.create_index(op.f('ix_lead_capture_responses_agent_id'), 'lead_capture_responses', ['agent_id'], unique=False)
# ---- customers: lead lifecycle columns ----
# Add lead_stage nullable first, backfill, then enforce NOT NULL (template pattern).
op.add_column('customers', sa.Column('lead_stage', stage_col, nullable=True))
op.add_column('customers', sa.Column('lead_source', sa.JSON(), nullable=True))
op.add_column('customers', sa.Column('lead_qualified_at', sa.DateTime(timezone=True), nullable=True))
op.execute("UPDATE customers SET lead_stage = 'VISITOR' WHERE lead_stage IS NULL")
op.alter_column('customers', 'lead_stage', nullable=False, server_default='VISITOR')
def downgrade() -> None:
op.drop_column('customers', 'lead_qualified_at')
op.drop_column('customers', 'lead_source')
op.drop_column('customers', 'lead_stage')
op.drop_index(op.f('ix_lead_capture_responses_agent_id'), table_name='lead_capture_responses')
op.drop_index(op.f('ix_lead_capture_responses_customer_id'), table_name='lead_capture_responses')
op.drop_table('lead_capture_responses')
op.drop_index(op.f('ix_lead_capture_configs_id'), table_name='lead_capture_configs')
op.drop_table('lead_capture_configs')
bind = op.get_bind()
stage_col.drop(bind, checkfirst=True)
crm_col.drop(bind, checkfirst=True)
assign_col.drop(bind, checkfirst=True)