import csv import io import logging from rest_framework import viewsets, status from rest_framework.decorators import action, api_view, permission_classes from rest_framework.permissions import IsAuthenticated from rest_framework.response import Response from django.http import HttpResponse from django.db import transaction from accounts.models import User from .models import Lead, LeadContact, Task from .serializers import * logger = logging.getLogger('crm') class LeadViewSet(viewsets.ModelViewSet): queryset = Lead.objects.all() search_fields = ['company_name', 'vertical', 'city', 'state', 'notes'] ordering_fields = ['created_at', 'company_name', 'status', 'research_date'] def get_serializer_class(self): if self.action == 'retrieve': return LeadDetailSerializer return LeadSerializer def get_queryset(self): qs = super().get_queryset() params = self.request.query_params if params.get('status'): qs = qs.filter(status=params['status']) if params.get('vertical'): qs = qs.filter(vertical__icontains=params['vertical']) if params.get('assigned_to'): qs = qs.filter(assigned_to_id=params['assigned_to']) if params.get('city'): qs = qs.filter(city__icontains=params['city']) if params.get('state'): qs = qs.filter(state__icontains=params['state']) return qs def perform_create(self, serializer): serializer.save(created_by=self.request.user) # POST /api/crm/leads/{id}/contacts/ @action(detail=True, methods=['post', 'get'], url_path='contacts') def contacts(self, request, pk=None): lead = self.get_object() if request.method == 'GET': serializer = LeadContactSerializer(lead.contacts.all(), many=True) return Response(serializer.data) serializer = LeadContactSerializer(data=request.data) serializer.is_valid(raise_exception=True) serializer.save(lead=lead) return Response(serializer.data, status=status.HTTP_201_CREATED) # POST /api/crm/leads/{id}/tasks/ @action(detail=True, methods=['post', 'get'], url_path='tasks') def tasks(self, request, pk=None): lead = self.get_object() if request.method == 'GET': serializer = TaskSerializer(lead.tasks.all(), many=True) return Response(serializer.data) serializer = TaskSerializer(data={**request.data, 'lead': lead.id}) serializer.is_valid(raise_exception=True) serializer.save() return Response(serializer.data, status=status.HTTP_201_CREATED) # PATCH /api/crm/leads/{id}/convert/ @action(detail=True, methods=['patch'], url_path='convert') def convert(self, request, pk=None): lead = self.get_object() lead.status = Lead.Status.CONVERTED lead.save(update_fields=['status', 'updated_at']) return Response(LeadSerializer(lead).data) # POST /api/crm/leads/import-csv/ @action(detail=False, methods=['post'], url_path='import-csv') def import_csv(self, request): logger.info(f"CSV import started by user {request.user}") serializer = CSVImportSerializer(data=request.data) serializer.is_valid(raise_exception=True) csv_file = serializer.validated_data['file'] if not csv_file.name.endswith('.csv'): logger.warning(f"Invalid file type uploaded by {request.user}: {csv_file.name}") return Response({'error': 'File must be a CSV'}, status=status.HTTP_400_BAD_REQUEST) file_data = csv_file.read() # Try safe decoding try: decoded = file_data.decode('utf-8-sig') # handles Excel UTF-8 with BOM except UnicodeDecodeError: decoded = file_data.decode('latin-1') # fallback for Windows encoding # Clean hidden characters like \xa0 decoded = decoded.replace('\xa0', ' ') reader = csv.DictReader(io.StringIO(decoded)) # Build a lookup: user name/email -> user id users = {u.email.lower(): u for u in User.objects.all()} user_names = {} for u in users.values(): full = f"{u.first_name} {u.last_name}".strip().lower() if full: user_names[full] = u def safe_int(val): try: return int(val) except (ValueError, TypeError): return None def parse_date(val): if not val: return None from datetime import datetime for fmt in ('%d-%b-%y', '%d-%b-%Y', '%m/%d/%Y', '%m-%d-%Y', '%Y-%m-%d', '%d-%m-%Y', '%d/%m/%Y'): try: return datetime.strptime(val, fmt).date() except ValueError: continue return None created_count = 0 errors = [] with transaction.atomic(): for row_num, row in enumerate(reader, start=2): row = {k.strip(): v.strip() if v else '' for k, v in row.items()} # print(f"Row {row_num} - Research Date raw value: '{row.get('Research Date')}'") # print(f"Row {row_num} - Parsed date: {parse_date(row.get('Research Date'))}") assigned_user = None assigned_val = row.get('Assigned To', '').lower() if assigned_val: assigned_user = users.get(assigned_val) or user_names.get(assigned_val) try: lead = Lead.objects.create( assigned_to=assigned_user, research_date=parse_date(row.get('Research Date')), vertical=row.get('Vertical', ''), city=row.get('City', ''), state=row.get('State', ''), country=row.get('Country', '') or 'India', company_name=row.get('Company Name', '') or 'Unknown', website=row.get('Website', ''), google_maps_url=row.get('Google Maps URL', ''), linkedin_url=row.get('LinkedIn URL', ''), instagram_url=row.get('Instagram URL', ''), branches=row.get('Branches', ''), google_reviews=row.get('Google Reviews', ''), website_quality=safe_int(row.get('Website Quality (1-10)')), seo_opportunity=safe_int(row.get('SEO Opportunity (1-10)')), chatbot_opportunity=safe_int(row.get('Chatbot Opportunity (1-10)')), budget_fit=safe_int(row.get('Budget Fit (1-5)')), decision_speed=safe_int(row.get('Decision Speed (1-5)')), offer_fit=safe_int(row.get('Offer Fit (1-5)')), personalization_note=row.get('Personalization Note', ''), priority_score=safe_int(row.get('Priority Score')), lead_tier=row.get('Lead Tier', ''), current_stage=row.get('Current Stage', ''), next_action=row.get('Next Action', ''), next_action_date=parse_date(row.get('Next Action Date')), source=row.get('Source', ''), status='new', notes=row.get('Notes', ''), created_by=request.user, ) contact_name = row.get('Contact Name', '') if contact_name: LeadContact.objects.create( lead=lead, name=contact_name, role=row.get('Role', ''), phone=row.get('Phone', ''), email=row.get('Email', ''), ) created_count += 1 except Exception as e: logger.error(f"CSV import row {row_num} failed: {e}") errors.append({'row': row_num, 'error': str(e)}) logger.info(f"CSV import completed: {created_count} created, {len(errors)} errors") return Response({ 'created': created_count, 'errors': errors, }, status=status.HTTP_201_CREATED) # POST /api/leads/check-lead/ @action(detail=False, methods=['post'], url_path='check-lead') def check_lead(self, request): company_name = request.data.get('company_name', '').strip() name = request.data.get('name', '').strip() email = request.data.get('email', '').strip() if not any([company_name, name, email]): return Response({'error': 'Provide at least one of: company_name, name, email'}, status=status.HTTP_400_BAD_REQUEST) lead = None if company_name: lead = Lead.objects.filter(company_name__iexact=company_name).first() if not lead and email: contact = LeadContact.objects.filter(email__iexact=email).select_related('lead').first() if contact: lead = contact.lead if not lead and name: contact = LeadContact.objects.filter(name__iexact=name).select_related('lead').first() if contact: lead = contact.lead if not lead: return Response({'exists': False, 'message': 'No matching lead found'}, status=status.HTTP_200_OK) return Response({'exists': True, 'data': LeadDetailSerializer(lead).data}, status=status.HTTP_200_OK) @action(detail=False, methods=['get'], url_path='search-by-contact') def search_by_contact(self, request): contact_name = request.query_params.get('contact_name', '') email = request.query_params.get('email', '') company = request.query_params.get('company', '') if not any([contact_name, email, company]): return Response( {'error': 'Provide at least one: contact_name, email, or company'}, status=status.HTTP_400_BAD_REQUEST ) # Search in LeadContact contacts = LeadContact.objects.select_related('lead', 'lead__created_by') if contact_name: contacts = contacts.filter(name__icontains=contact_name) if email: contacts = contacts.filter(email__icontains=email) if company: contacts = contacts.filter(lead__company_name__icontains=company) results = [] for contact in contacts: lead = contact.lead results.append({ 'contact_name': contact.name, 'contact_email': contact.email, 'contact_phone': contact.phone, 'contact_role': contact.role, 'company_name': lead.company_name, 'vertical': lead.vertical, 'service':lead.service, 'source': lead.source, 'status': lead.status, 'notes': lead.notes, 'personalization_note': lead.personalization_note, 'created_by': lead.created_by.email if lead.created_by else None, 'created_at': lead.created_at.strftime('%d:%m:%y %H:%M:%S') if lead.created_at else None, 'updated_at': lead.updated_at.strftime('%d:%m:%y %H:%M:%S') if lead.updated_at else None, }) return Response(results) @action(detail=False, methods=['get'], url_path='export-csv') def export_csv(self, request): qs = self.get_queryset() response = HttpResponse(content_type='text/csv') response['Content-Disposition'] = 'attachment; filename="leads.csv"' writer = csv.writer(response) writer.writerow([ 'Company Name', 'Vertical', 'City', 'State', 'Country', 'Status', 'Source', 'Assigned To', 'Priority Score', 'Lead Tier', 'Website', 'Notes', 'Created At', ]) for lead in qs: writer.writerow([ lead.company_name, lead.vertical, lead.city, lead.state, lead.country, lead.status, lead.source, lead.assigned_to.email if lead.assigned_to else '', lead.priority_score, lead.lead_tier, lead.website, lead.notes, lead.created_at.strftime('%Y-%m-%d %H:%M'), ]) return response class LeadContactViewSet(viewsets.ModelViewSet): queryset = LeadContact.objects.select_related('lead') serializer_class = LeadContactSerializer search_fields = ['name', 'email', 'phone'] def get_queryset(self): qs = super().get_queryset() if self.request.query_params.get('lead'): qs = qs.filter(lead_id=self.request.query_params['lead']) return qs class TaskViewSet(viewsets.ModelViewSet): queryset = Task.objects.select_related('lead', 'assigned_to') serializer_class = TaskSerializer search_fields = ['title', 'lead__company_name'] ordering_fields = ['due_date', 'priority', 'status', 'created_at'] def get_queryset(self): qs = super().get_queryset() params = self.request.query_params if params.get('lead'): qs = qs.filter(lead_id=params['lead']) if params.get('status'): qs = qs.filter(status=params['status']) if params.get('priority'): qs = qs.filter(priority=params['priority']) if params.get('assigned_to'): qs = qs.filter(assigned_to_id=params['assigned_to']) return qs class EmailTemplateViewSet(viewsets.ModelViewSet): queryset = EmailTemplate.objects.all() serializer_class = EmailTemplateSerializer def perform_create(self, serializer): serializer.save(created_by=self.request.user) logger.info(f"Email template '{serializer.instance.name}' created by {self.request.user}") class EmailSequenceViewSet(viewsets.ModelViewSet): queryset = EmailSequence.objects.prefetch_related('steps') serializer_class = EmailSequenceSerializer def perform_create(self, serializer): serializer.save(created_by=self.request.user) logger.info(f"Email sequence '{serializer.instance.name}' created by {self.request.user}") class EmailSequenceStepViewSet(viewsets.ModelViewSet): queryset = EmailSequenceStep.objects.select_related('sequence', 'template') serializer_class = EmailSequenceStepSerializer def get_queryset(self): qs = super().get_queryset() if self.request.query_params.get('sequence'): qs = qs.filter(sequence_id=self.request.query_params['sequence']) return qs class BatchViewSet(viewsets.ModelViewSet): queryset = Batch.objects.all() serializer_class = BatchSerializer def perform_create(self, serializer): serializer.save(created_by=self.request.user) logger.info(f"Batch '{serializer.instance.name}' created by {self.request.user} with sequence id={serializer.instance.sequence_id}") @action(detail=True, methods=['get'], url_path='leads') def leads(self, request, pk=None): batch = self.get_object() serializer = BatchLeadSerializer(batch.batch_leads.all(), many=True) return Response(serializer.data) @action(detail=True, methods=['patch'], url_path='pause') def pause(self, request, pk=None): batch = self.get_object() batch.status = Batch.Status.PAUSED batch.save(update_fields=['status']) logger.info(f"Batch '{batch.name}' (id={batch.id}) paused by {request.user}") return Response({'status': 'paused'}) @action(detail=True, methods=['patch'], url_path='resume') def resume(self, request, pk=None): batch = self.get_object() batch.status = Batch.Status.ACTIVE batch.save(update_fields=['status']) logger.info(f"Batch '{batch.name}' (id={batch.id}) resumed by {request.user}") return Response({'status': 'active'}) class EmailLogViewSet(viewsets.ReadOnlyModelViewSet): queryset = EmailLog.objects.select_related('batch_lead', 'template') serializer_class = EmailLogSerializer def get_queryset(self): qs = super().get_queryset() if self.request.query_params.get('batch_lead'): qs = qs.filter(batch_lead_id=self.request.query_params['batch_lead']) if self.request.query_params.get('batch'): qs = qs.filter(batch_lead__batch_id=self.request.query_params['batch']) return qs