SuiteConsultance/Templates/crm/prospect_details.html
2025-09-20 13:18:04 +02:00

199 lines
9.3 KiB
HTML

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