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lead claims: outreach v1, decided by Mike

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Who picked a lead up and when, so nothing sits waiting unnoticed. No
outcomes, no end states, nothing on join_leads changes: the lead stays the
record of what the family said and the claim is only who has it. One row
per claim in lead_claims; the current claim is the latest unreleased.
Taking over is release then claim, never a silent overwrite: 409 names
the holder. The holder or an owner may release. Every claim and release
lands in the action log; the summary carries an unclaimed count.

tests/smoke_admin.py 112 -> 122.
This commit is contained in:
thethreemagi
2026-09-04 18:34:01 -04:00
parent aaa77be14d
commit 59559ad909
3 changed files with 153 additions and 0 deletions
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app/store.py
+93
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@@ -74,6 +74,22 @@ CREATE TABLE IF NOT EXISTS join_leads (
CREATE INDEX IF NOT EXISTS idx_join_leads_submitted ON join_leads(submitted_at DESC);
CREATE INDEX IF NOT EXISTS idx_join_leads_email ON join_leads(email);
-- Lead claims (outreach v1, decided by Mike 2026-09-04): who picked a lead
-- up and when, so nothing sits waiting unnoticed. No outcomes, no end
-- states - the lead stays the record of what the family said, this is only
-- who has it. One row per claim; the current claim is the latest with no
-- released_at. Nothing here touches join_leads.
CREATE TABLE IF NOT EXISTS lead_claims (
id TEXT PRIMARY KEY,
lead_id TEXT NOT NULL REFERENCES join_leads(id),
person_id TEXT NOT NULL,
email TEXT NOT NULL,
claimed_at TEXT NOT NULL,
released_at TEXT,
released_by TEXT
);
CREATE INDEX IF NOT EXISTS idx_lead_claims_lead ON lead_claims(lead_id, released_at);
CREATE TABLE IF NOT EXISTS mirrors (
record_id TEXT NOT NULL,
target TEXT NOT NULL,
@@ -272,6 +288,11 @@ def get_lead(record_id):
out["mirrors"] = [dict(m) for m in con.execute(
"SELECT target, state, attempts, last_error, last_attempt_at"
" FROM mirrors WHERE record_id=?", (record_id,))]
cur = current_claim(con, record_id)
out["claim"] = {"email": cur["email"], "claimed_at": cur["claimed_at"]} if cur else None
out["claim_history"] = [dict(c) for c in con.execute(
"SELECT email, claimed_at, released_at, released_by FROM lead_claims WHERE lead_id=?"
" ORDER BY claimed_at DESC", (record_id,))]
return out
finally:
con.close()
@@ -302,6 +323,13 @@ def list_leads(since=None, q=None, limit=100, offset=0):
mir.setdefault(m["record_id"], {})[m["target"]] = m["state"]
for r in rows:
r["mirrors"] = mir.get(r["id"], {})
claims = {}
for c in con.execute(
"SELECT lead_id, email, claimed_at FROM lead_claims WHERE released_at IS NULL"
" AND lead_id IN (%s)" % marks, ids):
claims[c["lead_id"]] = {"email": c["email"], "claimed_at": c["claimed_at"]}
for r in rows:
r["claim"] = claims.get(r["id"])
return rows
finally:
con.close()
@@ -313,6 +341,8 @@ def summary():
try:
return {
"total": con.execute("SELECT COUNT(*) c FROM join_leads").fetchone()["c"],
"unclaimed": con.execute("SELECT count(*) FROM join_leads l WHERE NOT EXISTS"
" (SELECT 1 FROM lead_claims c WHERE c.lead_id=l.id AND c.released_at IS NULL)").fetchone()[0],
"by_interest": {r["interested_in"]: r["c"] for r in con.execute(
"SELECT interested_in, COUNT(*) c FROM join_leads GROUP BY interested_in")},
"by_heard_from": {r["heard_from"]: r["c"] for r in con.execute(
@@ -567,6 +597,69 @@ def revoke_announcement(aid):
# Rows are deactivated, never deleted. A unit that folds or moves keeps its
# row with active=0, so "why did that pack disappear from the page" stays
# answerable. Reactivation is an update setting active back to 1.
# ---------------------------------------------------------------------------
# Lead claims - outreach v1. See the schema comment.
# ---------------------------------------------------------------------------
class ClaimRejected(Rejected):
pass
def current_claim(con, lead_id):
r = con.execute("SELECT * FROM lead_claims WHERE lead_id=? AND released_at IS NULL"
" ORDER BY claimed_at DESC LIMIT 1", (lead_id,)).fetchone()
return dict(r) if r else None
def claim_lead(lead_id, person_id, email):
"""Take a lead. If someone else holds it, 409 with who - taking it over
is a deliberate release-then-claim, never a silent overwrite."""
con = connect()
try:
if not con.execute("SELECT 1 FROM join_leads WHERE id=?", (lead_id,)).fetchone():
return None
cur = current_claim(con, lead_id)
if cur:
if cur["person_id"] == person_id:
raise ClaimRejected(409, "you already have this lead")
raise ClaimRejected(409, "%s has this lead; release it first" % cur["email"], {"claimed_by": cur["email"]})
con.execute("INSERT INTO lead_claims (id, lead_id, person_id, email, claimed_at) VALUES (?,?,?,?,?)",
(str(uuid.uuid4()), lead_id, person_id, email, _now()))
con.commit()
return current_claim(con, lead_id)
finally:
con.close()
def release_lead(lead_id, person_id, email, can_release_any=False):
"""Let a lead go. The holder may; so may someone with people:manage
(an owner reassigning), which is what can_release_any means."""
con = connect()
try:
if not con.execute("SELECT 1 FROM join_leads WHERE id=?", (lead_id,)).fetchone():
return None
cur = current_claim(con, lead_id)
if not cur:
raise ClaimRejected(409, "nobody has this lead")
if cur["person_id"] != person_id and not can_release_any:
raise ClaimRejected(403, "%s has this lead; only they or an owner can release it" % cur["email"])
con.execute("UPDATE lead_claims SET released_at=?, released_by=? WHERE id=?", (_now(), email, cur["id"]))
con.commit()
return cur
finally:
con.close()
def unclaimed_count():
con = connect()
try:
return con.execute("SELECT count(*) FROM join_leads l WHERE NOT EXISTS"
" (SELECT 1 FROM lead_claims c WHERE c.lead_id=l.id AND c.released_at IS NULL)").fetchone()[0]
finally:
con.close()
# ----------------------------------------------------------------------------