Leads Models

Lead

Core entity representing an EV charger installation request. This is the root object that drives the entire workflow — every survey, installation, and closure pack traces back to a lead.

Field	Type	Constraints	Description
id	UUIDField	PK, default=uuid4	Primary key
oem	ForeignKey(User)	not null, on_delete=PROTECT, limit_choices_to={role=oem}	OEM who shared the lead
customer_name	CharField(200)	not null	Customer full name
customer_phone	CharField(15)	not null	Customer primary phone
customer_email	EmailField	nullable	Customer email (optional)
address_line1	CharField(255)	not null	Installation address line 1
address_line2	CharField(255)	blank	Installation address line 2
city	CharField(100)	not null	City
state	CharField(100)	not null	State
pincode	CharField(10)	not null	Postal code
latitude	DecimalField(9,6)	nullable	GPS latitude for mapping
longitude	DecimalField(9,6)	nullable	GPS longitude for mapping
source	ForeignKey(LeadSource)	not null, on_delete=PROTECT	How the lead was acquired
status	CharField(20)	choices, default=’new’	Current lifecycle state
charger_model	CharField(100)	nullable	Requested charger model
assigned_to	ForeignKey(User)	nullable, on_delete=SET_NULL, limit_choices_to={role=central_ops}	Central Ops handler
intro_call_completed	BooleanField	default=False	Whether introductory call was made
created_at	DateTimeField	auto_now_add	Lead creation timestamp
updated_at	DateTimeField	auto_now	Last modification timestamp

Status choices: new, contacted, documents_pending, documents_received, survey_scheduled, survey_completed, installation_scheduled, installation_completed, closed, cancelled, on_hold

Indexes: status, oem, assigned_to, created_at, city, state

LeadSource

Categorizes the origin of leads for analytics and OEM tracking.

Field	Type	Constraints	Description
id	AutoField	PK	Primary key
name	CharField(100)	unique, not null	Source name (e.g., “Tata Motors Portal”, “MG Direct API”)
oem	ForeignKey(User)	nullable, on_delete=SET_NULL	Associated OEM, if applicable
source_type	CharField(20)	choices: api, manual, portal	How leads arrive from this source

LeadDocument

Files uploaded by the customer or Central Ops for a lead.

Field	Type	Constraints	Description
id	UUIDField	PK, default=uuid4	Primary key
lead	ForeignKey(Lead)	not null, on_delete=CASCADE	Parent lead
document_type	CharField(30)	choices: electricity_bill, location_photo, electrician_contact, other	Document category
file	FileField	not null, upload_to=’lead_documents/’	Uploaded file
uploaded_by	ForeignKey(User)	not null, on_delete=PROTECT	Who uploaded the document
uploaded_at	DateTimeField	auto_now_add	Upload timestamp
notes	TextField	blank	Optional notes about the document