from datetime import datetime from decimal import Decimal from app import db from app.utils.timezone import now_in_app_timezone def local_now(): """Get current time in local timezone as naive datetime (for database storage)""" return now_in_app_timezone().replace(tzinfo=None) class Lead(db.Model): """Lead model for managing potential clients""" __tablename__ = "leads" id = db.Column(db.Integer, primary_key=True) # Lead information first_name = db.Column(db.String(100), nullable=False) last_name = db.Column(db.String(100), nullable=False) company_name = db.Column(db.String(200), nullable=True) email = db.Column(db.String(200), nullable=True, index=True) phone = db.Column(db.String(50), nullable=True) # Lead details title = db.Column(db.String(100), nullable=True) source = db.Column(db.String(100), nullable=True) # 'website', 'referral', 'social', 'ad', etc. status = db.Column( db.String(50), nullable=False, default="new", index=True ) # 'new', 'contacted', 'qualified', 'converted', 'lost' # Lead scoring score = db.Column(db.Integer, nullable=True, default=0) # Lead score (0-100) # Estimated value estimated_value = db.Column(db.Numeric(10, 2), nullable=True) currency_code = db.Column(db.String(3), nullable=False, default="EUR") # Conversion converted_to_client_id = db.Column(db.Integer, db.ForeignKey("clients.id"), nullable=True, index=True) converted_to_deal_id = db.Column(db.Integer, db.ForeignKey("deals.id"), nullable=True, index=True) converted_at = db.Column(db.DateTime, nullable=True) converted_by = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True) # Notes notes = db.Column(db.Text, nullable=True) tags = db.Column(db.String(500), nullable=True) # Comma-separated tags # Metadata created_by = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False) owner_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True, index=True) # Lead owner created_at = db.Column(db.DateTime, default=local_now, nullable=False) updated_at = db.Column(db.DateTime, default=local_now, onupdate=local_now, nullable=False) # Relationships converted_to_client = db.relationship( "Client", foreign_keys=[converted_to_client_id], backref="converted_from_leads" ) converted_to_deal = db.relationship("Deal", foreign_keys=[converted_to_deal_id]) creator = db.relationship("User", foreign_keys=[created_by], backref="created_leads") owner = db.relationship("User", foreign_keys=[owner_id], backref="owned_leads") converter = db.relationship("User", foreign_keys=[converted_by], backref="converted_leads") activities = db.relationship("LeadActivity", backref="lead", lazy="dynamic", cascade="all, delete-orphan") def __init__(self, first_name, last_name, created_by, **kwargs): self.first_name = first_name.strip() self.last_name = last_name.strip() self.created_by = created_by # Set optional fields self.company_name = kwargs.get("company_name", "").strip() if kwargs.get("company_name") else None self.email = kwargs.get("email", "").strip() if kwargs.get("email") else None self.phone = kwargs.get("phone", "").strip() if kwargs.get("phone") else None self.title = kwargs.get("title", "").strip() if kwargs.get("title") else None self.source = kwargs.get("source", "").strip() if kwargs.get("source") else None self.status = kwargs.get("status", "new").strip() self.score = kwargs.get("score", 0) self.estimated_value = Decimal(str(kwargs.get("estimated_value"))) if kwargs.get("estimated_value") else None self.currency_code = kwargs.get("currency_code", "EUR") self.notes = kwargs.get("notes", "").strip() if kwargs.get("notes") else None self.tags = kwargs.get("tags", "").strip() if kwargs.get("tags") else None self.owner_id = kwargs.get("owner_id", created_by) # Default to creator def __repr__(self): return f"" @property def full_name(self): """Get full name of lead""" return f"{self.first_name} {self.last_name}".strip() @property def display_name(self): """Get display name with company if available""" if self.company_name: return f"{self.full_name} ({self.company_name})" return self.full_name @property def is_converted(self): """Check if lead has been converted""" return self.converted_to_client_id is not None or self.converted_to_deal_id is not None @property def is_lost(self): """Check if lead is lost""" return self.status == "lost" def convert_to_client(self, client_id, user_id): """Convert lead to client""" self.converted_to_client_id = client_id self.status = "converted" self.converted_at = local_now() self.converted_by = user_id self.updated_at = local_now() def convert_to_deal(self, deal_id, user_id): """Convert lead to deal""" self.converted_to_deal_id = deal_id self.status = "converted" self.converted_at = local_now() self.converted_by = user_id self.updated_at = local_now() def mark_lost(self): """Mark lead as lost""" self.status = "lost" self.updated_at = local_now() def to_dict(self): """Convert lead to dictionary""" return { "id": self.id, "first_name": self.first_name, "last_name": self.last_name, "full_name": self.full_name, "display_name": self.display_name, "company_name": self.company_name, "email": self.email, "phone": self.phone, "title": self.title, "source": self.source, "status": self.status, "score": self.score, "estimated_value": float(self.estimated_value) if self.estimated_value else None, "currency_code": self.currency_code, "converted_to_client_id": self.converted_to_client_id, "converted_to_deal_id": self.converted_to_deal_id, "converted_at": self.converted_at.isoformat() if self.converted_at else None, "converted_by": self.converted_by, "notes": self.notes, "tags": self.tags.split(",") if self.tags else [], "created_by": self.created_by, "owner_id": self.owner_id, "created_at": self.created_at.isoformat() if self.created_at else None, "updated_at": self.updated_at.isoformat() if self.updated_at else None, "is_converted": self.is_converted, "is_lost": self.is_lost, } @classmethod def get_active_leads(cls, user_id=None): """Get active (non-converted, non-lost) leads, optionally filtered by owner""" query = cls.query.filter(~cls.status.in_(["converted", "lost"])) if user_id: query = query.filter_by(owner_id=user_id) return query.order_by(cls.score.desc(), cls.created_at.desc()).all() @classmethod def get_leads_by_status(cls, status): """Get leads by status""" return cls.query.filter_by(status=status).order_by(cls.score.desc(), cls.created_at.desc()).all()