tungsten-leads

Leads plugin for Tungsten, the admin panel for FastAPI.

What you get

• Leads list with stages (New, Contacted, Qualified, Proposal sent, Won, Lost), source, owner, deal value and next follow-up.
• Tabs for My leads, Follow-up due, New and Won; filters; search; export to CSV or Excel.
• Bulk actions: assign to a user, mark won, mark lost, delete.
• A timeline on each lead for notes, calls, emails and messages.
• Lead fields: admins add their own form fields (text, number, date, dropdown, checkboxes, yes/no...) from the panel, without code. Values are saved on the lead.
• Dashboard numbers: total, new this week, follow-ups due, won and win rate.
• Optional website form API: POST leads to <panel>/api/leads.

Install

pip install tungsten-leads

from tungsten_leads import LeadsPlugin

panel.plugin(LeadsPlugin())
panel.create_tables(engine)   # creates the leads tables too

Options

LeadsPlugin(
    statuses={"new": ("New", "info"), "demo": ("Demo booked", "primary"), "won": ("Won", "success"), "lost": ("Lost", "danger")},
    sources={"manual": "Added by hand", "website": "Website", "walk_in": "Walk-in"},
    capture_token="long-random-text",   # turns on the website form API
    dashboard_widget=True,
)

Website form API

curl -X POST https://admin.example.com/admin/api/leads \
  -H "X-Leads-Token: long-random-text" -H "Content-Type: application/json" \
  -d '{"name": "Amit", "phone": "+91 98765 43210", "city": "Pune"}'

name, email, phone, company and notes go to the lead itself. Any other key is saved in the lead's extra fields.

Use it from your code or other plugins

from tungsten_leads import add_activity, create_lead, find_lead, on_lead_created

lead = create_lead(db, name="Amit", phone="+919876543210", source="meta", external_id="meta-lead-id")
add_activity(db, lead, "Asked about the MBA course", type="call")
db.commit()

@on_lead_created
def welcome(db, lead):
    ...  # send a WhatsApp message, an email...

create_lead skips a lead whose external_id is already saved, so the same Meta lead is never added twice.

Hooks for other plugins

leads = panel.get_plugin("leads")
leads.on_lead_created("my-plugin.welcome", lambda db, lead: ...)   # only this panel's leads
leads.add_lead_action(lambda: Action("quote").label("Send quote").action(...))   # a button on every lead
leads.add_lead_bulk_action(lambda: BulkAction("tag").label("Tag").action(...))   # a bulk action