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Templates/crm/prospect_details.html
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199
Templates/crm/prospect_details.html
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{% extends 'layouts/base.html' %}
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{% block title %}Suite Consultance - Détails du prospect{% endblock %}
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{% block content %}
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<div class="d-flex justify-content-between align-items-center mb-4">
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<h1 class="h2">Détails du prospect: {{ prospect.name }}</h1>
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<div>
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<a href="{{ url_for('crm') }}#prospects" class="btn btn-outline-secondary me-2">
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<i class="fas fa-arrow-left"></i> Retour au CRM
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</a>
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<div class="btn-group">
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<a href="{{ url_for('edit_prospect', prospect_id=prospect.id) }}" class="btn btn-primary">
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<i class="fas fa-edit"></i> Modifier
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</a>
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<a href="{{ url_for('convert_prospect', prospect_id=prospect.id) }}" class="btn btn-success" onclick="return confirm('Êtes-vous sûr de vouloir convertir ce prospect en client ?');">
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<i class="fas fa-user-check"></i> Convertir en client
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</a>
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{% with entity_type='prospect', entity_id=prospect.id %}
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{% include "partials/task_quick_add_button.html" %}
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{% endwith %}
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</div>
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</div>
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</div>
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<div class="row">
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<div class="col-md-8">
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<!-- Informations principales -->
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<div class="card mb-4">
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<div class="card-header bg-primary text-white">
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<h5 class="card-title mb-0">Informations du prospect</h5>
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</div>
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<div class="card-body">
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<div class="row">
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Nom</h6>
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<p>{{ prospect.name }}</p>
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</div>
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Entreprise</h6>
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<p>{{ prospect.company or 'Non spécifiée' }}</p>
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</div>
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Email</h6>
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<p>{{ prospect.email or 'Non spécifié' }}</p>
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</div>
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Téléphone</h6>
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<p>{{ prospect.phone or 'Non spécifié' }}</p>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Source</h6>
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<p>{{ prospect.source or 'Non spécifiée' }}</p>
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</div>
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Statut</h6>
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<p>
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<span class="badge bg-{{ prospect.status|lower == 'nouveau' and 'primary' or (prospect.status|lower == 'contacté' and 'info' or (prospect.status|lower == 'qualifié' and 'success' or (prospect.status|lower == 'proposition' and 'warning' or 'secondary'))) }}">
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{{ prospect.status }}
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</span>
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</p>
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</div>
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</div>
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<div class="row">
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Date de création</h6>
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<p>{{ prospect.created_at }}</p>
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</div>
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<div class="col-md-6 mb-3">
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<h6 class="fw-bold">Dernier contact</h6>
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<p>{{ prospect.last_contact }}</p>
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</div>
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</div>
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<div class="mb-3">
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<h6 class="fw-bold">Tags</h6>
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{% if prospect.tags %}
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{% for tag in prospect.tags %}
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<span class="badge bg-secondary me-1">{{ tag }}</span>
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{% endfor %}
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{% else %}
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<p>Aucun tag</p>
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{% endif %}
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</div>
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</div>
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</div>
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<!-- Notes et actions -->
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<div class="card mb-4">
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<div class="card-header bg-primary text-white">
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<h5 class="card-title mb-0">Notes et actions</h5>
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</div>
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<div class="card-body">
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<div class="mb-4">
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<h6 class="fw-bold">Notes</h6>
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<p>{{ prospect.notes or 'Aucune note disponible' }}</p>
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</div>
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<div class="mb-3">
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<h6 class="fw-bold">Action suivante</h6>
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<p>{{ prospect.next_action or 'Aucune action prévue' }}</p>
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</div>
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</div>
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</div>
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</div>
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<div class="col-md-4">
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<!-- Documents liés -->
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<div class="card mb-4">
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<div class="card-header bg-primary text-white">
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<h5 class="card-title mb-0">Documents liés</h5>
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</div>
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<div class="card-body">
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<div class="mb-3">
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<h6 class="fw-bold">Propositions</h6>
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<ul class="list-group">
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{% if prospect.linked_docs and prospect.linked_docs.propositions %}
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{% for proposition in prospect.linked_docs.propositions %}
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<li class="list-group-item d-flex justify-content-between align-items-center">
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{{ proposition.name }}
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<a href="{{ url_for('download_file', filename='propositions/' + proposition.filename) }}" class="btn btn-sm btn-outline-primary">
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<i class="fas fa-download"></i>
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</a>
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</li>
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{% endfor %}
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{% else %}
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<li class="list-group-item">Aucune proposition</li>
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{% endif %}
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</ul>
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</div>
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</div>
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</div>
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<!-- Historique des emails récents -->
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<div class="card mb-4">
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<div class="card-header bg-primary text-white">
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<h5 class="card-title mb-0">Derniers emails</h5>
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</div>
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<div class="card-body">
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{% if email_history and email_history|length > 0 %}
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<ul class="list-group">
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{% for email in email_history[:5] %}
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<li class="list-group-item d-flex justify-content-between align-items-center">
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<div>
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<span class="fw-bold">{{ email.subject }}</span>
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<br>
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<small class="text-muted">{{ email.timestamp|datetime }}</small>
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</div>
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<span class="badge bg-{% if email.success %}success{% else %}danger{% endif %}">
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{% if email.success %}Envoyé{% else %}Échec{% endif %}
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</span>
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</li>
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{% endfor %}
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</ul>
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{% if email_history|length > 5 %}
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<div class="mt-2 text-center">
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<a href="{{ url_for('prospect_email_history', prospect_id=prospect.id) }}" class="btn btn-sm btn-outline-primary">
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Voir tout l'historique
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</a>
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</div>
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{% endif %}
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{% else %}
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<p class="text-center">Aucun email envoyé à ce prospect.</p>
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{% endif %}
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</div>
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</div>
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<!-- Actions -->
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<div class="card">
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<div class="card-header bg-primary text-white">
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<h5 class="card-title mb-0">Actions</h5>
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</div>
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<div class="card-body">
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<div class="d-grid gap-2">
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<a href="{{ url_for('send_prospect_email', prospect_id=prospect.id) }}" class="btn btn-outline-primary">
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<i class="fas fa-envelope"></i> Envoyer un email
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</a>
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<a href="{{ url_for('prospect_email_history', prospect_id=prospect.id) }}" class="btn btn-outline-info">
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<i class="fas fa-history"></i> Historique des emails
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</a>
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<a href="{{ url_for('edit_prospect', prospect_id=prospect.id) }}" class="btn btn-outline-primary">
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<i class="fas fa-edit"></i> Modifier les informations
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</a>
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<a href="{{ url_for('delete_prospect', prospect_id=prospect.id) }}" class="btn btn-outline-danger delete-confirm">
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<i class="fas fa-trash-alt"></i> Supprimer le prospect
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</a>
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<a href="{{ url_for('convert_prospect', prospect_id=prospect.id) }}" class="btn btn-success" onclick="return confirm('Êtes-vous sûr de vouloir convertir ce prospect en client ?');">
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<i class="fas fa-user-check"></i> Convertir en client
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</a>
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</div>
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</div>
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</div>
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</div>
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</div>
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{% endblock %}
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