Feature: CRM Leads

service/config.py

@@ -7,7 +7,12 @@
 #model_id = os.getenv('MODEL_ID', 'large-v3')
 model_id = os.getenv('MODEL_ID','small')
 model_path = os.getenv('MODEL_PATH', './models')
-ollama_host = os.getenv("OLLAMA_HOST", "http://ollama:11434")
+ollama_host = os.getenv("OLLAMA_HOST", "http://localhost:11434")
 ollama_model_name = os.getenv("OLLAMA_MODEL_NAME", "llama3.2")
 open_ai_model_name = os.getenv("OPENAI_MODEL_NAME", "gpt-4")
 open_ai_temperature = os.getenv("OPENAI_TEMPERATURE", 0.2)
+
+odoo_url = os.getenv("ODOO_URL")
+odoo_db = os.getenv("ODOO_DB")
+odoo_username = os.getenv("ODOO_USERNAME")
+odoo_password = os.getenv("ODOO_PASSWORD")

service/crm_client.py

@@ -0,0 +1,94 @@
+import xmlrpc.client
+from typing import Optional
+
+
+class OdooCRMClient:
+    def __init__(self, url: str, db: str, username: str, password: str):
+        self.url = url
+        self.db = db
+        self.username = username
+        self.password = password
+
+
+        self.common = xmlrpc.client.ServerProxy(f"{url}/xmlrpc/2/common", allow_none=True)
+        self.uid = self.common.authenticate(db, username, password, {})
+        if not self.uid:
+            raise Exception("Authentication failed. Check credentials or DB name.")
+        self.models = xmlrpc.client.ServerProxy(f"{url}/xmlrpc/2/object", allow_none=True)
+
+
+    def create_lead(self, name: str, email: Optional[str], phone: Optional[str], lead_type: str = "opportunity"):
+        lead_id = self.models.execute_kw(
+            self.db, self.uid, self.password,
+            "crm.lead", "create",
+            [{
+                "name": name,
+                "contact_name": name,
+                "email_from": email,
+                "phone": phone,
+                "type": lead_type,
+            }]
+        )
+        return lead_id
+
+    def update_lead(self, lead_id: int, vals: dict):
+        return self.models.execute_kw(
+            self.db, self.uid, self.password,
+            "crm.lead", "write",
+            [[lead_id], vals]
+        )
+
+    def add_internal_note(self, lead_id: int, note_text: str):
+        return self.update_lead(lead_id, {"description": note_text})
+
+    def add_chatter_note(self, lead_id: int, note_text: str):
+        return self.models.execute_kw(
+            self.db, self.uid, self.password,
+            "mail.message", "create",
+            [{
+                "model": "crm.lead",
+                "res_id": lead_id,
+                "body": note_text,
+                "message_type": "comment",
+                "subtype_id": 2,
+            }]
+        )
+
+    def add_contact_details(self, lead_id: int, contact_name: Optional[str] = None, email: Optional[str] = None, phone: Optional[str] = None):
+        vals = {}
+        if contact_name:
+            vals["name"] = contact_name
+        if email:
+            vals["email"] = email
+        if phone:
+            vals["phone"] = phone
+
+        partner_id = self.models.execute_kw(
+            self.db, self.uid, self.password,
+            "res.partner", "create",
+            [vals]
+        )
+
+        self.update_lead(lead_id, {"partner_id": partner_id})
+        return partner_id
+
+    def update_contact_address(self, partner_id: int, street: Optional[str] = None, street2: Optional[str] = None, city: Optional[str] = None, state_id: Optional[int] = None, zip_code: Optional[str] = None, country_id: Optional[int] = None):
+        vals = {}
+        if street:
+            vals["street"] = street
+        if street2:
+            vals["street2"] = street2
+        if city:
+            vals["city"] = city
+        if state_id:
+            vals["state_id"] = state_id
+        if zip_code:
+            vals["zip"] = zip_code
+        if country_id:
+            vals["country_id"] = country_id
+
+        return self.models.execute_kw(
+            self.db, self.uid, self.password,
+            "res.partner", "write",
+            [[partner_id], vals]
+        )

service/main.py

@@ -7,13 +7,17 @@
 from audio_service import translate_with_whisper_timestamped, translate_with_whisper_from_upload
 from detect_intent import detect_intent_with_llama, format_intent_response
 from summarizer import summarize_using_openai
-from summarizer import summarize_using_ollama
+from summarizer import summarize_using_ollama, extract_contact_detailed_using_ollama
 from pydantic import BaseModel
 import traceback
 from util import generate_timestamp_json
 from fastapi_versionizer.versionizer import Versionizer, api_version
 import json
 from core_banking_mock import router as core_banking_mock_router
+import os
+import requests
+from config import odoo_url, odoo_db, odoo_username, odoo_password
+from crm_client import OdooCRMClient
 
 app = FastAPI()
 
@@ -139,3 +143,199 @@ async def transcribe_intent(audio: UploadFile = File(...), session_id: str = For
     except Exception as e:
         logger.info(traceback.format_exc())
         return JSONResponse(content={"message": str(e)}, status_code=500)
+async def save_crm_lead_data(lead_id, file_path, translation, extracted_data, summary, user_id=None, transcription_id=None):
+
+    """
+    Save CRM lead data to the database through the Next.js API.
+    """
+    try:
+        # Get base URL from environment or use default
+        api_base_url = os.environ.get("NEXT_API_BASE_URL", "http://localhost:3000")
+
+        # Extract just the filename from the file path
+        file_name = os.path.basename(file_path)
+
+        # Prepare the data to send
+        crm_lead_data = {
+            "leadId": str(lead_id),
+            "crmUrl": odoo_url,  # Using the odoo_url from config
+            "fileName": file_name,
+            "transcriptionId": transcription_id,  # This might be None if not provided
+            "extractedData": extracted_data,
+            "translation": translation,
+            "userId": user_id,  # This might be None if not provided
+            "isDefault": False  # Adding the default field set to false
+        }
+
+        # Make the API call
+        response = requests.post(
+            f"{api_base_url}/api/crm-leads", 
+            json=crm_lead_data,
+            headers={"Content-Type": "application/json"}
+        )
+
+        if response.status_code == 200:
+            logger.info(f"CRM lead data saved successfully for lead_id={lead_id}")
+            return response.json()
+        else:
+            logger.error(f"Failed to save CRM lead data: {response.status_code} - {response.text}")
+            return None
+
+    except Exception as e:
+        logger.error(f"Exception saving CRM lead data: {str(e)}")
+        return None
+
+
+
+# Add this function to retrieve default CRM leads
+async def get_default_crm_leads():
+    """
+    Fetch CRM leads that are marked as default.
+    """
+    try:
+        api_base_url = os.environ.get("NEXT_API_BASE_URL", "http://localhost:3000")
+
+        response = requests.get(
+            f"{api_base_url}/api/crm-leads/default",
+            headers={"Content-Type": "application/json"}
+        )
+
+        if response.status_code == 200:
+            return response.json()
+        else:
+            logger.error(f"Failed to get default CRM leads: {response.status_code}")
+            return None
+    except Exception as e:
+        logger.error(f"Error fetching default CRM leads: {str(e)}")
+        return None
+
+# Add a route to expose this functionality
+@app.get("/crm-leads/default")
+async def fetch_default_crm_leads():
+    try:
+        result = await get_default_crm_leads()
+        if result and result.get("success"):
+            return JSONResponse(content=result, status_code=200)
+        else:
+            return JSONResponse(
+                content={"message": "Failed to retrieve default CRM leads"}, 
+                status_code=500
+            )
+    except Exception as e:
+        logger.error(f"Error in fetch_default_crm_leads: {str(e)}")
+        return JSONResponse(content={"message": str(e)}, status_code=500)
+# Add this new, simpler endpoint
+
+@app.get("/crm-lead/{lead_id}")
+async def get_crm_lead_direct(lead_id: str):
+    """
+    Get CRM lead data directly by ID from the database.
+    Simple direct lookup without complex routing.
+    """
+    try:
+        api_base_url = os.environ.get("NEXT_API_BASE_URL", "http://localhost:3000")
+
+        # Make a direct GET request to a simple endpoint
+        simple_url = f"{api_base_url}/api/crm-leads/simple/{lead_id}"
+        logger.info(f"Making GET request to: {simple_url}")
+
+        response = requests.get(
+            simple_url,
+            headers={"Content-Type": "application/json"}
+        )
+
+        if response.status_code == 200:
+            return JSONResponse(content=response.json(), status_code=200)
+        else:
+            return JSONResponse(
+                content={"message": "CRM lead not found", "id": lead_id}, 
+                status_code=404
+            )
+
+    except Exception as e:
+        logger.error(f"Error retrieving CRM lead: {str(e)}")
+        return JSONResponse(content={"message": str(e)}, status_code=500)
+
+@app.post("/upload-crm-audio")
+async def upload_crm_audio(body: Body):
+    try:
+        if body.audio_file_link == "":
+            return JSONResponse(status_code=400, content={"message":"Invalid file link"})
+
+        translation = translate_with_whisper_timestamped(body.audio_file_link)
+
+        # Extract detected language
+        detected_language = translation.get("detected_language", "unknown")
+
+        logger.info("translation done")
+        summary = summarize_using_ollama(translation["text"])
+
+        logger.info("summary done")
+
+        # Pass the translation object and detected_language to generate_timestamp_json
+        result = generate_timestamp_json(translation, summary, detected_language)
+
+
+        contact_info = extract_contact_detailed_using_ollama(translation["text"]) if "text" in translation else {"name": None, "phone": None, "address": None}
+
+        logger.info(result)
+
+        # Fire-and-forget CRM sync (do not block response)
+        lead_id = None
+        try:
+            if odoo_url and odoo_db and odoo_username and odoo_password:
+                client = OdooCRMClient(odoo_url, odoo_db, odoo_username, odoo_password)
+                lead_id = client.create_lead(
+                    name=contact_info.get("name") or "Unknown",
+                    email=None,
+                    phone=contact_info.get("phone"),
+                )
+                logger.info(f"CRM: Lead created lead_id={lead_id}")
+                partner_id = client.add_contact_details(lead_id, contact_info.get("name"), None, contact_info.get("phone"))
+                logger.info(f"CRM: Partner created/linked partner_id={partner_id} to lead_id={lead_id}")
+
+                # Update: Use the complete street information from LLM extraction
+                street = contact_info.get("street")
+                logger.info(f"CRM: - Street: '{street}'")
+
+
+                street2 = None
+                city = contact_info.get("city")
+                state = contact_info.get("state")
+                zip_code = contact_info.get("zip")
+                country = contact_info.get("country")
+
+                logger.info(f"CRM: Address components street={street}, city={city}")
+
+                updated = client.update_contact_address(
+                    partner_id, 
+                    street=street,
+                    street2=street2, 
+                    city=city,
+                    state_id=None,
+                    zip_code=zip_code,
+                    country_id=None
+                )
+                logger.info(f"CRM: Address update result={updated} for partner_id={partner_id}")
+
+                # Add CRM data to the result
+                result["leadId"] = str(lead_id)
+                result["crmUrl"] = odoo_url
+                result["extractedData"] = contact_info
+                result["transcriptionId"] = None  # This will be determined when transcription is saved
+                result["translation"] = translation["text"]
+                result["userId"] = None  # This will be set by frontend
+                result["isDefault"] = False
+
+
+            else:
+                logger.info("CRM: Odoo credentials not configured; skipping CRM sync")
+        except Exception as e:
+            logger.info(f"CRM: Exception during sync: {e}")
+
+        return JSONResponse(content=result, status_code=200)
+
+    except Exception as e:
+        logger.info(traceback.format_exc())
+        return JSONResponse(content={"message": str(e)}, status_code=500)
+