prepare linking of persons and companies

src/wce_crm/backend/backend.py

@@ -6,8 +6,9 @@ from pprint import pformat
 from typing import TYPE_CHECKING, Any, cast
 
 import polars as pl
-import sqlalchemy as sql
+import sqlalchemy as sa
 from dopt_basics.result_pattern import wrap_result
+from sqlalchemy.dialects.sqlite import insert as sqlite_insert
 
 from wce_crm import db
 from wce_crm.constants import TIMEZONE_CEST
@@ -479,7 +480,7 @@ def page_consulting_to_db(
                 "[Consulting Page] Call update for sessions:\n%s", pformat(rows_for_db_update)
             )
             stmt = db.beratung_einzelberatung.update().where(
-                db.beratung_einzelberatung.c.beratung_id == sql.bindparam("b_beratung_id")
+                db.beratung_einzelberatung.c.beratung_id == sa.bindparam("b_beratung_id")
             )
             conn.execute(stmt, rows_for_db_update)
 
@@ -599,7 +600,7 @@ def page_consulting_linking_companies(
     un_id: RecId | None,
 ) -> list[LinkingConsultationsEntryCompany]:
     with db.ENGINE.connect() as conn:
-        q_relevant_companies = sql.select(
+        q_relevant_companies = sa.select(
             db.grunderfassung_unternehmen.c.un_id,
             db.grunderfassung_unternehmen.c.Partnersuche__un_suche,
         ).where(
@@ -613,7 +614,7 @@ def page_consulting_linking_companies(
 
         q_relevant_companies = q_relevant_companies.subquery("relevant_companies")
 
-        stmt = sql.select(
+        stmt = sa.select(
             q_relevant_companies.c.un_id,
             db.ext_crm_master_attach.c.ma_unternehmensname,
         ).select_from(
@@ -650,7 +651,7 @@ def page_consulting_linking_persons(
         # if un_id None: list all persons
         # else: list just the persons associated with the company
 
-        person_select = sql.select(
+        person_select = sa.select(
             db.grunderfassung_personen.c.pers_id,
             db.grunderfassung_personen.c.Stammdaten__name,
             db.grunderfassung_personen.c.Stammdaten__vorname,
@@ -698,7 +699,7 @@ def companyprofile_page_get_consultations(
     un_id: RecId,
 ) -> CompanyProfileConsultations:
     logger.debug("[Call backend] _companyprofile_page_get_consultations")
-    stmt = sql.select(
+    stmt = sa.select(
         db.beratung_vorgang.c.vorgang_id,
         db.beratung_vorgang.c.aktualisiert,
         db.beratung_vorgang.c.titel,
@@ -746,10 +747,42 @@ def companyprofile_page_get_consultations(
     )
 
 
+# // initial recording interaction
+@wrap_result(10)
+def initrec_link_person_company(
+    un_id: RecId,
+    pers_id: RecId,
+    unlink: bool,
+) -> None:
+    if unlink:
+        deleted_ts = datetime.datetime.now(tz=datetime.UTC)
+        stmt = (
+            sa.update(db.zuordnung_personen_unternehmen)
+            .where(
+                db.zuordnung_personen_unternehmen.c.un_id == un_id,
+                db.zuordnung_personen_unternehmen.c.pers_id == pers_id,
+                db.zuordnung_personen_unternehmen.c.gueltig_bis.is_(None),
+            )
+            .values(gueltig_bis=deleted_ts)
+        )
+    else:
+        stmt = (
+            sqlite_insert(db.zuordnung_personen_unternehmen)
+            .values(un_id=un_id, pers_id=pers_id)
+            .on_conflict_do_nothing(
+                index_elements=["un_id", "pers_id"],
+                index_where=sa.text("gueltig_bis IS NULL"),
+            )
+        )
+
+    with db.ENGINE.begin() as conn:
+        conn.execute(stmt)
+
+
 # // main page interaction
 def _main_page_get_company_list() -> list[MainPageEntry]:
     logger.debug("[Call backend] get_company_list")
-    stmt = sql.select(
+    stmt = sa.select(
         db.grunderfassung_unternehmen.c.un_id,
         db.grunderfassung_unternehmen.c.Partnersuche__un_suche,
         db.grunderfassung_unternehmen.c.Metadaten_aktualisierung,
@@ -785,7 +818,7 @@ def _main_page_get_company_list() -> list[MainPageEntry]:
 
 def _main_page_get_person_list() -> list[MainPageEntry]:
     logger.debug("[Call backend] get_company_list")
-    stmt = sql.select(
+    stmt = sa.select(
         db.grunderfassung_personen.c.pers_id,
         db.grunderfassung_personen.c.Stammdaten__vorname,
         db.grunderfassung_personen.c.Stammdaten__name,

src/wce_crm/data_models.py

@@ -248,6 +248,7 @@ class AutoForm_State(PageState[Module]):
 class Page_InitRecPerson_State(PageState[Module]):
     session: Session
     pers_id: RecId | None = None
+    un_id: RecId | None = None
     locked: bool
 
 

src/wce_crm/gui.py

@@ -3149,6 +3149,7 @@ class Page_InitRecCompany(QWidget):
         req_state = Page_InitRecPerson_State(
             session=self.STATE.session,
             pers_id=None,
+            un_id=self.STATE.un_id,
             locked=False,
         )
         logger_gui.debug("[Page -- InitRec Company] State to call: %s", req_state)
@@ -3365,6 +3366,7 @@ class Page_InitRecPerson(QWidget):
     def _auto_form_updated(self) -> None:
         self._sync_GUI_to_state()
         self._sync_state_to_GUI("banners")
+        # TODO saving logic to connect company and person if needed
 
     def reset_form(self) -> None:
         self.auto_form.reset_form()
@@ -4318,15 +4320,24 @@ class Page_Consulting(QWidget):
         # .exec() öffnet das Fenster modal (blockiert das Hauptfenster)
         if dialog.exec() == QDialog.DialogCode.Accepted:
             # Hier hast du am Ende beide (oder nur eine) Entitäten auswertbar vorliegen:
-            firma = dialog.gewaehltes_unternehmen
+            state = dialog.get_state()
-            person = dialog.gewaehlte_person
+            un_id = state.un_id
+            pers_id = state.pers_id
 
-            comp_name = firma["name"] if firma else "Keine"
+            # TODO add infos to DB table "Beratung_Vorgang"
-            person_name = person["name"] if person else "Keine"
+            assert self.STATE.vorgang_id is not None, (
+                "cannot link consulting process which is not already saved"
+            )
+
+            # firma = dialog.gewaehltes_unternehmen
+            # person = dialog.gewaehlte_person
+
+            # comp_name = firma["name"] if firma else "Keine"
+            # person_name = person["name"] if person else "Keine"
             logger_page_consulting.info(
-                "[Consulting Page] Firme gewählt: %s, Person gewählt: %s",
+                "[Consulting Page] Company selected (ID): %s, Person selected (ID): %s",
-                comp_name,
+                un_id,
-                person_name,
+                pers_id,
             )
 
             # 1. TODO: Datenbank-Update ausführen (Fremdschlüssel setzen)