Lead Management - Zwischenstand

2025-06-22 20:49:31 +02:00
Commit 45e236ff1b
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -140,4 +140,15 @@ Public access: Port 80 via Nginx
 - Don't abstract code that's only used once
 - Implement exactly what's requested, nothing more

+## Recent Updates
+
+### June 22, 2025 - 20:26
+- Added Lead Management to main navigation (above Ressourcen Pool)
+- Created Lead Management dashboard with:
+  - Overview statistics (institutions, contacts, user attribution)
+  - Recent activity feed showing who added/edited what
+  - Quick actions (add institution, view all, export)
+  - Shared information view between users rac00n and w@rh@mm3r
+- Route: `/leads/management` accessible via navbar "Lead Management"
+
 ## Last Updated: June 22, 2025
--- a/OPERATIONS_GUIDE.md
+++ b/OPERATIONS_GUIDE.md
@@ -133,13 +133,16 @@ Das Admin Panel bietet alle benötigten Überwachungsfunktionen:
 ## Features Overview

 ### Lead Management System
- Accessible via "Leads" button on Customers & Licenses page
- Manage potential customers and contacts
+- **UPDATE 22.06.2025**: Jetzt direkt über Navbar "Lead Management" erreichbar
+- Lead Management Dashboard unter `/leads/management`
+- Gemeinsame Kontaktdatenbank zwischen rac00n und w@rh@mm3r
 - Features:
+  - Dashboard mit Statistiken und Aktivitätsfeed
  - Institution management
  - Contact persons with multiple phones/emails
  - Versioned notes system
  - Full audit trail
+  - Benutzer-Attribution (wer hat was hinzugefügt)

 ### Resource Pool Management
 - Domain allocation system
--- a/SYSTEM_DOCUMENTATION.md
+++ b/SYSTEM_DOCUMENTATION.md
@@ -137,6 +137,14 @@ Key feature: Monthly partitioned `license_heartbeats` table.
 ### Status
 **Vollständig implementiert** als Teil des Admin Panels unter `/leads/`

+### Update June 22, 2025 - 20:26
+- **Neuer Navbar-Eintrag**: "Lead Management" über "Ressourcen Pool"
+- **Lead Management Dashboard** unter `/leads/management` mit:
+  - Übersicht Statistiken (Institutionen, Kontakte, Benutzer-Attribution)
+  - Aktivitätsfeed zeigt wer was hinzugefügt/bearbeitet hat
+  - Schnellaktionen (Institution hinzufügen, alle anzeigen, exportieren)
+  - Geteilte Informationsansicht zwischen rac00n und w@rh@mm3r
+
 ### Architecture
 - **Modular Architecture**: Clean separation of concerns
 - **Service Layer Pattern**: Business logic in `leads/services.py`
--- a/v2_adminpanel/leads/routes.py
+++ b/v2_adminpanel/leads/routes.py
@@ -9,22 +9,144 @@ from db import get_db_connection
 from uuid import UUID
 import traceback

-# Initialize service
-lead_repository = LeadRepository(get_db_connection)
+# Service will be initialized per request
+lead_repository = None
+lead_service = None
+
+def get_lead_service():
+    """Get or create lead service instance"""
+    global lead_repository, lead_service
+    if lead_service is None:
+        lead_repository = LeadRepository(get_db_connection)  # Pass the function, not call it
        lead_service = LeadService(lead_repository)
+    return lead_service

 # HTML Routes
+@leads_bp.route('/management')
+@login_required
+def lead_management():
+    """Lead Management Dashboard"""
+    try:
+        # Get current user
+        current_user = flask_session.get('username', 'System')
+        other_user = 'w@rh@mm3r' if current_user == 'rac00n' else 'rac00n'
+        
+        # Initialize defaults
+        total_institutions = 0
+        total_contacts = 0
+        my_entries = 0
+        other_entries = 0
+        activities = []
+        
+        with get_db_connection() as conn:
+            cur = conn.cursor()
+            
+            # Get statistics
+            cur.execute("SELECT COUNT(*) FROM lead_institutions")
+            result = cur.fetchone()
+            if result:
+                total_institutions = result[0]
+            
+            cur.execute("SELECT COUNT(*) FROM lead_contacts")
+            result = cur.fetchone()
+            if result:
+                total_contacts = result[0]
+            
+            # Count entries by current user
+            cur.execute("""
+                SELECT COUNT(*) FROM audit_log 
+                WHERE username = %s 
+                AND entity_type IN ('lead_institution', 'lead_contact')
+                AND action = 'CREATE'
+            """, (current_user,))
+            result = cur.fetchone()
+            if result:
+                my_entries = result[0]
+            
+            # Count entries by other user
+            cur.execute("""
+                SELECT COUNT(*) FROM audit_log 
+                WHERE username = %s 
+                AND entity_type IN ('lead_institution', 'lead_contact')
+                AND action = 'CREATE'
+            """, (other_user,))
+            result = cur.fetchone()
+            if result:
+                other_entries = result[0]
+            
+            # Get recent activities
+            cur.execute("""
+                SELECT timestamp, username, action, entity_type, additional_info
+                FROM audit_log
+                WHERE entity_type IN ('lead_institution', 'lead_contact')
+                ORDER BY timestamp DESC
+                LIMIT 10
+            """)
+            rows = cur.fetchall()
+            if rows:
+                for row in rows:
+                    activities.append({
+                        'timestamp': row[0],
+                        'username': row[1],
+                        'action': row[2],
+                        'entity_type': row[3].replace('lead_', ''),
+                        'additional_info': row[4]
+                    })
+            
+            cur.close()
+        
+        return render_template('leads/lead_management.html',
+                             total_institutions=total_institutions,
+                             total_contacts=total_contacts,
+                             my_entries=my_entries,
+                             other_entries=other_entries,
+                             other_user=other_user,
+                             current_user=current_user,
+                             recent_activities=activities)
+    except Exception as e:
+        import traceback
+        print(f"Error in lead_management: {str(e)}")
+        print(traceback.format_exc())
+        flash(f'Fehler beim Laden des Dashboards: {str(e)}', 'error')
+        current_user = flask_session.get('username', 'System')
+        return render_template('leads/lead_management.html',
+                             total_institutions=0,
+                             total_contacts=0,
+                             my_entries=0,
+                             other_entries=0,
+                             other_user='',
+                             current_user=current_user,
+                             recent_activities=[])
+
@leads_bp.route('/')
@login_required
 def institutions():
    """List all institutions"""
    try:
-        institutions = lead_service.list_institutions()
+        institutions = get_lead_service().list_institutions()
        return render_template('leads/institutions.html', institutions=institutions)
    except Exception as e:
        flash(f'Fehler beim Laden der Institutionen: {str(e)}', 'error')
        return render_template('leads/institutions.html', institutions=[])

+@leads_bp.route('/institution/add', methods=['POST'])
+@login_required
+def add_institution():
+    """Add new institution from form"""
+    try:
+        name = request.form.get('name')
+        if not name:
+            flash('Name ist erforderlich', 'error')
+            return redirect(url_for('leads.lead_management'))
+        
+        # Add institution
+        get_lead_service().create_institution(name, flask_session.get('username', 'System'))
+        flash(f'Institution "{name}" wurde erfolgreich hinzugefügt', 'success')
+    except Exception as e:
+        flash(f'Fehler beim Hinzufügen der Institution: {str(e)}', 'error')
+    
+    return redirect(url_for('leads.lead_management'))
+
@leads_bp.route('/institution/<uuid:institution_id>')
@login_required
 def institution_detail(institution_id):
@@ -35,7 +157,7 @@ def institution_detail(institution_id):
            flash('Institution nicht gefunden', 'error')
            return redirect(url_for('leads.institutions'))
        
-        contacts = lead_service.list_contacts_by_institution(institution_id)
+        contacts = get_lead_service().list_contacts_by_institution(institution_id)
        return render_template('leads/institution_detail.html', 
                             institution=institution, 
                             contacts=contacts)
@@ -48,7 +170,7 @@ def institution_detail(institution_id):
 def contact_detail(contact_id):
    """Show contact details with notes"""
    try:
-        contact = lead_service.get_contact_details(contact_id)
+        contact = get_lead_service().get_contact_details(contact_id)
        return render_template('leads/contact_detail.html', contact=contact)
    except Exception as e:
        flash(f'Fehler beim Laden des Kontakts: {str(e)}', 'error')
@@ -59,7 +181,7 @@ def contact_detail(contact_id):
 def all_contacts():
    """Show all contacts across all institutions"""
    try:
-        contacts = lead_service.list_all_contacts()
+        contacts = get_lead_service().list_all_contacts()
        return render_template('leads/all_contacts.html', contacts=contacts)
    except Exception as e:
        flash(f'Fehler beim Laden der Kontakte: {str(e)}', 'error')
@@ -72,7 +194,7 @@ def create_institution():
    """Create new institution"""
    try:
        data = request.get_json()
-        institution = lead_service.create_institution(
+        institution = get_lead_service().create_institution(
            data['name'], 
            flask_session.get('username')
        )
@@ -88,7 +210,7 @@ def update_institution(institution_id):
    """Update institution"""
    try:
        data = request.get_json()
-        institution = lead_service.update_institution(
+        institution = get_lead_service().update_institution(
            institution_id,
            data['name'], 
            flask_session.get('username')
@@ -105,7 +227,7 @@ def create_contact():
    """Create new contact"""
    try:
        data = request.get_json()
-        contact = lead_service.create_contact(data, flask_session.get('username'))
+        contact = get_lead_service().create_contact(data, flask_session.get('username'))
        return jsonify({'success': True, 'contact': contact})
    except ValueError as e:
        return jsonify({'success': False, 'error': str(e)}), 400
@@ -118,7 +240,7 @@ def update_contact(contact_id):
    """Update contact"""
    try:
        data = request.get_json()
-        contact = lead_service.update_contact(
+        contact = get_lead_service().update_contact(
            contact_id, 
            data, 
            flask_session.get('username')
@@ -135,7 +257,7 @@ def add_phone(contact_id):
    """Add phone to contact"""
    try:
        data = request.get_json()
-        detail = lead_service.add_phone(
+        detail = get_lead_service().add_phone(
            contact_id,
            data['phone_number'],
            data.get('phone_type'),
@@ -153,7 +275,7 @@ def add_email(contact_id):
    """Add email to contact"""
    try:
        data = request.get_json()
-        detail = lead_service.add_email(
+        detail = get_lead_service().add_email(
            contact_id,
            data['email'],
            data.get('email_type'),
@@ -171,7 +293,7 @@ def update_detail(detail_id):
    """Update contact detail (phone/email)"""
    try:
        data = request.get_json()
-        detail = lead_service.update_contact_detail(
+        detail = get_lead_service().update_contact_detail(
            detail_id,
            data['detail_value'],
            data.get('detail_label'),
@@ -188,7 +310,7 @@ def update_detail(detail_id):
 def delete_detail(detail_id):
    """Delete contact detail"""
    try:
-        success = lead_service.delete_contact_detail(
+        success = get_lead_service().delete_contact_detail(
            detail_id,
            flask_session.get('username')
        )
@@ -202,7 +324,7 @@ def add_note(contact_id):
    """Add note to contact"""
    try:
        data = request.get_json()
-        note = lead_service.add_note(
+        note = get_lead_service().add_note(
            contact_id,
            data['note_text'],
            flask_session.get('username')
@@ -219,7 +341,7 @@ def update_note(note_id):
    """Update note"""
    try:
        data = request.get_json()
-        note = lead_service.update_note(
+        note = get_lead_service().update_note(
            note_id,
            data['note_text'],
            flask_session.get('username')
@@ -235,7 +357,7 @@ def update_note(note_id):
 def delete_note(note_id):
    """Delete note"""
    try:
-        success = lead_service.delete_note(
+        success = get_lead_service().delete_note(
            note_id,
            flask_session.get('username')
        )
--- a/v2_adminpanel/leads/templates/leads/lead_management.html
+++ b/v2_adminpanel/leads/templates/leads/lead_management.html
@@ -0,0 +1,141 @@
+{% extends "base.html" %}
+
+{% block title %}Lead Management{% endblock %}
+
+{% block content %}
+<div class="container py-5">
+    <div class="mb-4">
+        <h2>📊 Lead Management</h2>
+    </div>
+
+    <!-- Overview Stats -->
+    <div class="row mb-4">
+        <div class="col-md-6">
+            <div class="card">
+                <div class="card-body text-center">
+                    <h3 class="mb-0">{{ total_institutions }}</h3>
+                    <small class="text-muted">Institutionen</small>
+                </div>
+            </div>
+        </div>
+        <div class="col-md-6">
+            <div class="card">
+                <div class="card-body text-center">
+                    <h3 class="mb-0">{{ total_contacts }}</h3>
+                    <small class="text-muted">Kontakte</small>
+                </div>
+            </div>
+        </div>
+    </div>
+
+    <!-- Quick Actions -->
+    <div class="card mb-4">
+        <div class="card-body">
+            <h5 class="card-title">Schnellaktionen</h5>
+            <div class="d-flex gap-2">
+                <a href="{{ url_for('leads.institutions') }}" class="btn btn-primary">
+                    <i class="bi bi-building"></i> Institutionen anzeigen
+                </a>
+                <button class="btn btn-success" data-bs-toggle="modal" data-bs-target="#addInstitutionModal">
+                    <i class="bi bi-plus"></i> Institution hinzufügen
+                </button>
+                <a href="{{ url_for('leads.export_leads') }}" class="btn btn-outline-secondary">
+                    <i class="bi bi-download"></i> Exportieren
+                </a>
+            </div>
+        </div>
+    </div>
+
+    <!-- Recent Activity -->
+    <div class="card mb-4">
+        <div class="card-header">
+            <h5 class="mb-0">Letzte Aktivitäten</h5>
+        </div>
+        <div class="card-body">
+            <div class="table-responsive">
+                <table class="table table-hover">
+                    <thead>
+                        <tr>
+                            <th>Zeitpunkt</th>
+                            <th>Benutzer</th>
+                            <th>Aktion</th>
+                            <th>Details</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        {% for activity in recent_activities %}
+                        <tr>
+                            <td>{{ activity.timestamp.strftime('%d.%m.%Y %H:%M') }}</td>
+                            <td>
+                                <span class="badge bg-{{ 'primary' if activity.username == session.username else 'secondary' }}">
+                                    {{ activity.username }}
+                                </span>
+                            </td>
+                            <td>
+                                {% if activity.action == 'CREATE' %}
+                                    <span class="text-success">➕ Erstellt</span>
+                                {% elif activity.action == 'UPDATE' %}
+                                    <span class="text-info">✏️ Bearbeitet</span>
+                                {% elif activity.action == 'DELETE' %}
+                                    <span class="text-danger">🗑️ Gelöscht</span>
+                                {% endif %}
+                            </td>
+                            <td>
+                                {{ activity.entity_type|title }} 
+                                {% if activity.additional_info %}
+                                    - {{ activity.additional_info }}
+                                {% endif %}
+                            </td>
+                        </tr>
+                        {% endfor %}
+                    </tbody>
+                </table>
+                {% if not recent_activities %}
+                <p class="text-muted text-center py-3">Noch keine Aktivitäten vorhanden.</p>
+                {% endif %}
+            </div>
+        </div>
+    </div>
+
+    <!-- Search -->
+    <div class="card">
+        <div class="card-header">
+            <h5 class="mb-0">Suche</h5>
+        </div>
+        <div class="card-body">
+            <form method="get" action="{{ url_for('leads.institutions') }}">
+                <div class="input-group">
+                    <input type="text" class="form-control" name="search" placeholder="Nach Institution oder Kontakt suchen...">
+                    <button class="btn btn-primary" type="submit">
+                        <i class="bi bi-search"></i> Suchen
+                    </button>
+                </div>
+            </form>
+        </div>
+    </div>
+</div>
+
+<!-- Add Institution Modal -->
+<div class="modal fade" id="addInstitutionModal" tabindex="-1">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <form method="POST" action="{{ url_for('leads.add_institution') }}">
+                <div class="modal-header">
+                    <h5 class="modal-title">Neue Institution hinzufügen</h5>
+                    <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+                </div>
+                <div class="modal-body">
+                    <div class="mb-3">
+                        <label for="name" class="form-label">Name der Institution</label>
+                        <input type="text" class="form-control" id="name" name="name" required>
+                    </div>
+                </div>
+                <div class="modal-footer">
+                    <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Abbrechen</button>
+                    <button type="submit" class="btn btn-primary">Hinzufügen</button>
+                </div>
+            </form>
+        </div>
+    </div>
+</div>
+{% endblock %}
--- a/v2_adminpanel/templates/base.html
+++ b/v2_adminpanel/templates/base.html
@@ -401,6 +401,12 @@
                    </li>
                </ul>
            </li>
+            <li class="nav-item">
+                <a class="nav-link {% if request.endpoint and request.endpoint.startswith('leads.') %}active{% endif %}" href="{{ url_for('leads.lead_management') }}">
+                    <i class="bi bi-people"></i>
+                    <span>Lead Management</span>
+                </a>
+            </li>
            <li class="nav-item {% if request.endpoint in ['resources.resources', 'resources.add_resources'] %}has-active-child{% endif %}">
                <a class="nav-link has-submenu {% if request.endpoint == 'resources.resources' %}active{% endif %}" href="{{ url_for('resources.resources') }}">
                    <i class="bi bi-box-seam"></i>
--- a/v2_adminpanel/templates/customers_licenses.html
+++ b/v2_adminpanel/templates/customers_licenses.html
@@ -9,9 +9,6 @@
    <div class="d-flex justify-content-between align-items-center mb-4">
        <h2 class="mb-0">Kunden & Lizenzen</h2>
        <div>
-            <a href="{{ url_for('leads.institutions') }}" class="btn btn-primary">
-                <i class="bi bi-people"></i> Leads
-            </a>
            <!-- Export Buttons ohne Dropdown -->
            <div class="btn-group" role="group">
                <a href="{{ url_for('export.export_customers', format='excel') }}" class="btn btn-success btn-sm">