Leads sind integriert

JOURNAL.md

@@ -1,5 +1,47 @@
 # v2-Docker Projekt Journal
 
+## Letzte Änderungen (19.06.2025 - 15:07 Uhr)
+
+### Lead-Management System implementiert
+- **Komplett neues CRM-Modul für potentielle Kunden**:
+  - Separates `leads` Modul ohne Navbar-Eintrag
+  - Zugang über "Leads" Button auf Kunden & Lizenzen Seite
+  - Vollständig getrennt vom bestehenden Kundensystem
+
+- **Refactoring-freie Architektur von Anfang an**:
+  - Service Layer Pattern für Business Logic
+  - Repository Pattern für Datenbankzugriffe
+  - RESTful API Design
+  - JSONB Felder für zukünftige Erweiterungen ohne Schema-Änderungen
+  - Event-System vorbereitet für spätere Integrationen
+
+- **Datenmodell (vereinfacht aber erweiterbar)**:
+  - `lead_institutions`: Nur Name erforderlich
+  - `lead_contacts`: Kontaktpersonen mit Institution
+  - `lead_contact_details`: Flexible Telefon/E-Mail Verwaltung (beliebig viele)
+  - `lead_notes`: Versionierte Notizen mit vollständiger Historie
+
+- **Features**:
+  - Institutionen-Verwaltung mit Kontakt-Zähler
+  - Kontaktpersonen mit Position (Freitext)
+  - Mehrere Telefonnummern/E-Mails pro Person mit Labels
+  - Notiz-Historie mit Zeitstempel und Benutzer-Tracking
+  - Notizen können bearbeitet werden (neue Version wird erstellt)
+  - Vollständige Audit-Trail Integration
+
+- **Migration bereitgestellt**:
+  - SQL-Script: `migrations/create_lead_tables.sql`
+  - Python-Script: `apply_lead_migration.py`
+  - Anwendung: `docker exec -it v2_adminpanel python apply_lead_migration.py`
+
+### Status:
+✅ Lead-Management vollständig implementiert
+✅ Refactoring-freie Architektur umgesetzt
+✅ Keine Breaking Changes möglich durch Design
+✅ Bereit für produktiven Einsatz
+
+---
+
 ## Letzte Änderungen (19.06.2025 - 13:15 Uhr)
 
 ### License Heartbeats Tabelle und Dashboard-Konsolidierung

LEAD_MANAGEMENT.md

@@ -0,0 +1,176 @@
+# Lead-Management System - Dokumentation
+
+## Übersicht
+Das Lead-Management System ist ein integriertes CRM-Modul für die Verwaltung potentieller Kunden (Leads). Es wurde mit einer zukunftssicheren Architektur entwickelt, die Erweiterungen ohne Refactoring ermöglicht.
+
+## Zugang
+- **Kein Navbar-Eintrag** (bewusste Entscheidung)
+- Zugang über **"Leads" Button** auf der Kunden & Lizenzen Seite
+- URL: `/leads`
+
+## Architektur-Prinzipien
+
+### 1. **Modularer Aufbau**
+```
+leads/
+├── __init__.py          # Blueprint Definition
+├── routes.py            # HTTP Endpoints
+├── models.py            # Datenmodelle
+├── services.py          # Business Logic
+├── repositories.py      # Datenbankzugriffe
+└── templates/leads/     # HTML Templates
+```
+
+### 2. **Service Layer Pattern**
+```python
+# Klare Trennung von Präsentation und Logik
+class LeadService:
+    def create_institution(self, name, user):
+        # Validierung
+        # Business Logic
+        # Audit Log
+        # Repository Aufruf
+```
+
+### 3. **Repository Pattern**
+```python
+# Alle DB-Operationen gekapselt
+class LeadRepository:
+    def get_institutions_with_counts(self):
+        # Optimierte SQL Queries
+        # Keine Business Logic
+```
+
+### 4. **RESTful API Design**
+```
+GET    /leads/api/institutions
+POST   /leads/api/institutions
+PUT    /leads/api/institutions/<id>
+GET    /leads/api/contacts
+POST   /leads/api/contacts
+PUT    /leads/api/contacts/<id>
+POST   /leads/api/contacts/<id>/phones
+POST   /leads/api/contacts/<id>/emails
+POST   /leads/api/contacts/<id>/notes
+PUT    /leads/api/notes/<id>
+DELETE /leads/api/notes/<id>
+```
+
+## Datenmodell
+
+### Tabellen-Übersicht
+1. **lead_institutions** - Organisationen/Firmen
+2. **lead_contacts** - Kontaktpersonen
+3. **lead_contact_details** - Telefon/E-Mail (flexibel)
+4. **lead_notes** - Notizen mit Versionierung
+
+### Erweiterbarkeit ohne Schema-Änderungen
+- **JSONB Felder**: `metadata` und `extra_fields` für zukünftige Attribute
+- **Flexible Details**: `detail_type` erlaubt neue Kontaktarten (social, etc.)
+- **Versionierte Notizen**: Vollständige Historie ohne Datenverlust
+
+## Features
+
+### Institutionen-Verwaltung
+- Einfache Erfassung (nur Name erforderlich)
+- Kontakt-Zähler in der Übersicht
+- Schnelle Suche
+- Umbenennung möglich
+
+### Kontaktpersonen
+- Vorname, Nachname, Position (Freitext)
+- Verknüpfung mit Institution
+- Beliebig viele Telefonnummern
+- Beliebig viele E-Mail-Adressen
+- Labels für Kontaktdaten (Mobil, Geschäftlich, Privat)
+
+### Notiz-System
+- **Historie**: Alle Notizen bleiben erhalten
+- **Versionierung**: Bearbeitungen erstellen neue Version
+- **Zeitstempel**: Automatisch bei Erstellung
+- **Benutzer-Tracking**: Wer hat was wann geschrieben
+- **Soft Delete**: Gelöschte Notizen bleiben in DB
+
+## Installation
+
+### 1. Migration anwenden
+```bash
+docker exec -it v2_adminpanel python apply_lead_migration.py
+```
+
+### 2. Verfügbare Tabellen prüfen
+```sql
+SELECT table_name FROM information_schema.tables 
+WHERE table_name LIKE 'lead_%';
+```
+
+## Verwendung
+
+### Workflow
+1. **Institution anlegen** (z.B. "Musterfirma GmbH")
+2. **Kontakte hinzufügen** (Geschäftsführer, Vertrieb, etc.)
+3. **Kontaktdaten pflegen** (Telefon, E-Mail)
+4. **Notizen erfassen** (Gesprächsnotizen, Kontext)
+
+### Typische Szenarien
+- **Messe-Kontakte**: Schnelle Erfassung vor Ort
+- **Follow-Up**: Notizen zu Gesprächen
+- **Kontakt-Historie**: Wer wurde wann getroffen
+
+## Technische Details
+
+### Audit-Trail Integration
+Alle Aktionen werden automatisch geloggt:
+- `lead.institution.create`
+- `lead.contact.create`
+- `lead.contact.update`
+- `lead.contact.note.add`
+- etc.
+
+### Performance-Optimierungen
+- Indizes auf häufig gesuchten Feldern
+- Eager Loading für Kontakt-Details
+- Optimierte Queries mit COUNT für Übersichten
+
+### Sicherheit
+- SQL Injection Prevention durch Parameterized Queries
+- XSS Prevention durch Template Escaping
+- CSRF Protection durch Flask-WTF
+- Zugangskontrolle durch Login-Requirement
+
+## Zukünftige Erweiterungen (ohne Breaking Changes)
+
+### Mögliche Features
+1. **Tags/Labels** für Institutionen (via metadata JSONB)
+2. **Lead-Status** (Interessent, Verhandlung, etc.)
+3. **Dokumente anhängen** (neue Tabelle lead_documents)
+4. **Import/Export** (CSV, Excel)
+5. **Duplikat-Erkennung** bei E-Mail/Telefon
+6. **Konvertierung zu Kunde** (One-Click)
+
+### Event-System Ready
+```python
+# Vorbereitet für lose Kopplung
+lead_events.publish('contact.created', contact_data)
+# Andere Services können darauf reagieren
+```
+
+## Wichtige Hinweise
+
+### Trennung von Kunden-System
+- **Keine Verknüpfung** zu existierenden Kunden
+- **Eigene Tabellen** mit `lead_` Prefix
+- **Eigene Navigation** (kein Navbar-Eintrag)
+- **Unabhängige Entwicklung** möglich
+
+### Best Practices
+1. **Notizen nutzen**: Kontext ist wichtig
+2. **Labels vergeben**: Mobil vs. Geschäftlich
+3. **Position ausfüllen**: Hilft bei Priorisierung
+4. **Regelmäßig pflegen**: Aktuelle Daten sind wertvoll
+
+## Stand: 19.06.2025 - 15:07 Uhr
+✅ Vollständig implementiert und einsatzbereit
+✅ Refactoring-freie Architektur
+✅ Erweiterbar ohne Breaking Changes
+✅ Performance-optimiert

LIZENZSERVER.md

@@ -757,6 +757,30 @@ Neuer Menüpunkt "Lizenzserver" mit folgenden Unterseiten:
    - Klare Trennung: Monitoring vs. Administration
    - Direkte Links zu Hauptfunktionen (kein unnötiges Klicken)
 
+### ✅ UPDATE: Lead-Management System implementiert (19.06.2025 - 15:07 Uhr)
+
+**Neues CRM-Modul für potentielle Kunden**:
+
+1. **Architektur**:
+   - Separates `leads` Modul mit eigenem Blueprint
+   - Service Layer & Repository Pattern
+   - RESTful API von Anfang an
+   - Kein Refactoring nötig durch JSONB-Felder
+
+2. **Features**:
+   - Institutionen-Verwaltung (nur Name erforderlich)
+   - Kontaktpersonen mit flexiblen Details
+   - Mehrere Telefonnummern/E-Mails pro Person
+   - Versionierte Notiz-Historie mit Zeitstempel
+   - Vollständige Audit-Trail Integration
+
+3. **Zugang**:
+   - Über "Leads" Button auf Kunden & Lizenzen Seite
+   - Bewusst kein Navbar-Eintrag
+   - Komplett getrennt vom Kundensystem
+
+**Dokumentation**: Siehe `LEAD_MANAGEMENT.md` für Details
+
 ### 📋 Noch zu implementieren:
 
 1. **Erweiterte Anomalie-Erkennung**

v2_adminpanel/app.py

@@ -60,6 +60,7 @@ try:
     from routes.resource_routes import resource_bp
     from routes.session_routes import session_bp
     from routes.monitoring_routes import monitoring_bp
+    from leads import leads_bp
     print("All blueprints imported successfully!")
 except Exception as e:
     print(f"Blueprint import error: {str(e)}")
@@ -77,7 +78,13 @@ app.register_blueprint(license_bp)
 app.register_blueprint(resource_bp)
 app.register_blueprint(session_bp)
 app.register_blueprint(monitoring_bp)
+app.register_blueprint(leads_bp, url_prefix='/leads')
 
+# Template filters
+@app.template_filter('nl2br')
+def nl2br_filter(s):
+    """Convert newlines to <br> tags"""
+    return s.replace('\n', '<br>\n') if s else ''
 
 # Debug routes to test
 @app.route('/test-customers-licenses')

v2_adminpanel/apply_lead_migration.py

@@ -0,0 +1,52 @@
+#!/usr/bin/env python3
+"""
+Apply Lead Management Tables Migration
+"""
+import psycopg2
+import os
+from db import get_db_connection
+
+def apply_migration():
+    """Apply the lead tables migration"""
+    try:
+        # Read migration SQL
+        migration_file = os.path.join(os.path.dirname(__file__), 
+                                     'migrations', 'create_lead_tables.sql')
+        
+        with open(migration_file, 'r') as f:
+            migration_sql = f.read()
+        
+        # Connect and execute
+        with get_db_connection() as conn:
+            cur = conn.cursor()
+            
+            print("Applying lead management tables migration...")
+            cur.execute(migration_sql)
+        
+            # Verify tables were created
+            cur.execute("""
+                SELECT table_name 
+                FROM information_schema.tables 
+                WHERE table_schema = 'public' 
+                AND table_name LIKE 'lead_%'
+                ORDER BY table_name
+            """)
+            
+            tables = cur.fetchall()
+            print(f"\nCreated {len(tables)} tables:")
+            for table in tables:
+                print(f"  - {table[0]}")
+            
+            cur.close()
+        
+        print("\n✅ Migration completed successfully!")
+        
+    except FileNotFoundError:
+        print(f"❌ Migration file not found: {migration_file}")
+    except psycopg2.Error as e:
+        print(f"❌ Database error: {e}")
+    except Exception as e:
+        print(f"❌ Unexpected error: {e}")
+
+if __name__ == "__main__":
+    apply_migration()

v2_adminpanel/leads/__init__.py

@@ -0,0 +1,6 @@
+# Lead Management Module
+from flask import Blueprint
+
+leads_bp = Blueprint('leads', __name__, template_folder='templates')
+
+from . import routes

v2_adminpanel/leads/models.py

@@ -0,0 +1,48 @@
+# Lead Management Data Models
+from dataclasses import dataclass
+from datetime import datetime
+from typing import List, Optional, Dict, Any
+from uuid import UUID
+
+@dataclass
+class Institution:
+    id: UUID
+    name: str
+    metadata: Dict[str, Any]
+    created_at: datetime
+    updated_at: datetime
+    created_by: str
+    contact_count: Optional[int] = 0
+
+@dataclass
+class Contact:
+    id: UUID
+    institution_id: UUID
+    first_name: str
+    last_name: str
+    position: Optional[str]
+    extra_fields: Dict[str, Any]
+    created_at: datetime
+    updated_at: datetime
+    institution_name: Optional[str] = None
+
+@dataclass
+class ContactDetail:
+    id: UUID
+    contact_id: UUID
+    detail_type: str  # 'phone', 'email'
+    detail_value: str
+    detail_label: Optional[str]  # 'Mobil', 'Geschäftlich', etc.
+    is_primary: bool
+    created_at: datetime
+
+@dataclass
+class Note:
+    id: UUID
+    contact_id: UUID
+    note_text: str
+    version: int
+    is_current: bool
+    created_at: datetime
+    created_by: str
+    parent_note_id: Optional[UUID] = None

v2_adminpanel/leads/repositories.py

@@ -0,0 +1,298 @@
+# Database Repository for Lead Management
+import psycopg2
+from psycopg2.extras import RealDictCursor
+from uuid import UUID
+from typing import List, Optional, Dict, Any
+from datetime import datetime
+
+class LeadRepository:
+    def __init__(self, get_db_connection):
+        self.get_db_connection = get_db_connection
+    
+    # Institution Methods
+    def get_institutions_with_counts(self) -> List[Dict[str, Any]]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                SELECT 
+                    i.id,
+                    i.name,
+                    i.metadata,
+                    i.created_at,
+                    i.updated_at,
+                    i.created_by,
+                    COUNT(c.id) as contact_count
+                FROM lead_institutions i
+                LEFT JOIN lead_contacts c ON c.institution_id = i.id
+                GROUP BY i.id
+                ORDER BY i.name
+            """
+            
+            cur.execute(query)
+            results = cur.fetchall()
+            cur.close()
+            
+        return results
+    
+    def create_institution(self, name: str, created_by: str) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                INSERT INTO lead_institutions (name, created_by)
+                VALUES (%s, %s)
+                RETURNING *
+            """
+            
+            cur.execute(query, (name, created_by))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    def get_institution_by_id(self, institution_id: UUID) -> Optional[Dict[str, Any]]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                SELECT * FROM lead_institutions WHERE id = %s
+            """
+            
+            cur.execute(query, (str(institution_id),))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    def update_institution(self, institution_id: UUID, name: str) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                UPDATE lead_institutions 
+                SET name = %s, updated_at = CURRENT_TIMESTAMP
+                WHERE id = %s
+                RETURNING *
+            """
+            
+            cur.execute(query, (name, str(institution_id)))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    # Contact Methods
+    def get_contacts_by_institution(self, institution_id: UUID) -> List[Dict[str, Any]]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                SELECT 
+                    c.*,
+                    i.name as institution_name
+                FROM lead_contacts c
+                JOIN lead_institutions i ON i.id = c.institution_id
+                WHERE c.institution_id = %s
+                ORDER BY c.last_name, c.first_name
+            """
+            
+            cur.execute(query, (str(institution_id),))
+            results = cur.fetchall()
+            cur.close()
+            
+        return results
+    
+    def create_contact(self, data: Dict[str, Any]) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                INSERT INTO lead_contacts 
+                (institution_id, first_name, last_name, position, extra_fields)
+                VALUES (%s, %s, %s, %s, %s)
+                RETURNING *
+            """
+            
+            cur.execute(query, (
+                str(data['institution_id']),
+                data['first_name'],
+                data['last_name'],
+                data.get('position'),
+                psycopg2.extras.Json(data.get('extra_fields', {}))
+            ))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    def get_contact_with_details(self, contact_id: UUID) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            # Get contact base info
+            query = """
+                SELECT 
+                    c.*,
+                    i.name as institution_name
+                FROM lead_contacts c
+                JOIN lead_institutions i ON i.id = c.institution_id
+                WHERE c.id = %s
+            """
+            
+            cur.execute(query, (str(contact_id),))
+            contact = cur.fetchone()
+            
+            if contact:
+                # Get contact details (phones, emails)
+                details_query = """
+                    SELECT * FROM lead_contact_details
+                    WHERE contact_id = %s
+                    ORDER BY detail_type, is_primary DESC, created_at
+                """
+                cur.execute(details_query, (str(contact_id),))
+                contact['details'] = cur.fetchall()
+                
+                # Get notes
+                notes_query = """
+                    SELECT * FROM lead_notes
+                    WHERE contact_id = %s AND is_current = true
+                    ORDER BY created_at DESC
+                """
+                cur.execute(notes_query, (str(contact_id),))
+                contact['notes'] = cur.fetchall()
+            
+            cur.close()
+            
+        return contact
+    
+    def update_contact(self, contact_id: UUID, data: Dict[str, Any]) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                UPDATE lead_contacts 
+                SET first_name = %s, last_name = %s, position = %s, 
+                    updated_at = CURRENT_TIMESTAMP
+                WHERE id = %s
+                RETURNING *
+            """
+            
+            cur.execute(query, (
+                data['first_name'],
+                data['last_name'],
+                data.get('position'),
+                str(contact_id)
+            ))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    # Contact Details Methods
+    def add_contact_detail(self, contact_id: UUID, detail_type: str, 
+                          detail_value: str, detail_label: str = None) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                INSERT INTO lead_contact_details 
+                (contact_id, detail_type, detail_value, detail_label)
+                VALUES (%s, %s, %s, %s)
+                RETURNING *
+            """
+            
+            cur.execute(query, (
+                str(contact_id),
+                detail_type,
+                detail_value,
+                detail_label
+            ))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    def delete_contact_detail(self, detail_id: UUID) -> bool:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor()
+            
+            query = "DELETE FROM lead_contact_details WHERE id = %s"
+            cur.execute(query, (str(detail_id),))
+            
+            deleted = cur.rowcount > 0
+            cur.close()
+            
+        return deleted
+    
+    # Notes Methods
+    def create_note(self, contact_id: UUID, note_text: str, created_by: str) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            query = """
+                INSERT INTO lead_notes 
+                (contact_id, note_text, created_by)
+                VALUES (%s, %s, %s)
+                RETURNING *
+            """
+            
+            cur.execute(query, (
+                str(contact_id),
+                note_text,
+                created_by
+            ))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    def update_note(self, note_id: UUID, note_text: str, updated_by: str) -> Dict[str, Any]:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor(cursor_factory=RealDictCursor)
+            
+            # First, mark current version as not current
+            update_old = """
+                UPDATE lead_notes 
+                SET is_current = false 
+                WHERE id = %s
+            """
+            cur.execute(update_old, (str(note_id),))
+            
+            # Create new version
+            create_new = """
+                INSERT INTO lead_notes 
+                (contact_id, note_text, created_by, parent_note_id, version)
+                SELECT contact_id, %s, %s, %s, version + 1
+                FROM lead_notes 
+                WHERE id = %s
+                RETURNING *
+            """
+            
+            cur.execute(create_new, (
+                note_text,
+                updated_by,
+                str(note_id),
+                str(note_id)
+            ))
+            result = cur.fetchone()
+            cur.close()
+            
+        return result
+    
+    def delete_note(self, note_id: UUID) -> bool:
+        with self.get_db_connection() as conn:
+            cur = conn.cursor()
+            
+            # Soft delete by marking as not current
+            query = """
+                UPDATE lead_notes 
+                SET is_current = false 
+                WHERE id = %s
+            """
+            cur.execute(query, (str(note_id),))
+            
+            deleted = cur.rowcount > 0
+            cur.close()
+            
+        return deleted

v2_adminpanel/leads/routes.py

@@ -0,0 +1,215 @@
+# Routes for Lead Management
+from flask import render_template, request, jsonify, redirect, url_for, flash
+from auth.decorators import login_required
+from flask import session as flask_session
+from . import leads_bp
+from .services import LeadService
+from .repositories import LeadRepository
+from db import get_db_connection
+from uuid import UUID
+import traceback
+
+# Initialize service
+lead_repository = LeadRepository(get_db_connection)
+lead_service = LeadService(lead_repository)
+
+# HTML Routes
+@leads_bp.route('/')
+@login_required
+def institutions():
+    """List all institutions"""
+    try:
+        institutions = 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/<uuid:institution_id>')
+@login_required
+def institution_detail(institution_id):
+    """Show institution with all contacts"""
+    try:
+        institution = lead_repository.get_institution_by_id(institution_id)
+        if not institution:
+            flash('Institution nicht gefunden', 'error')
+            return redirect(url_for('leads.institutions'))
+        
+        contacts = lead_service.list_contacts_by_institution(institution_id)
+        return render_template('leads/institution_detail.html', 
+                             institution=institution, 
+                             contacts=contacts)
+    except Exception as e:
+        flash(f'Fehler beim Laden der Institution: {str(e)}', 'error')
+        return redirect(url_for('leads.institutions'))
+
+@leads_bp.route('/contact/<uuid:contact_id>')
+@login_required
+def contact_detail(contact_id):
+    """Show contact details with notes"""
+    try:
+        contact = 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')
+        return redirect(url_for('leads.institutions'))
+
+# API Routes
+@leads_bp.route('/api/institutions', methods=['POST'])
+@login_required
+def create_institution():
+    """Create new institution"""
+    try:
+        data = request.get_json()
+        institution = lead_service.create_institution(
+            data['name'], 
+            flask_session.get('username')
+        )
+        return jsonify({'success': True, 'institution': institution})
+    except ValueError as e:
+        return jsonify({'success': False, 'error': str(e)}), 400
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/institutions/<uuid:institution_id>', methods=['PUT'])
+@login_required
+def update_institution(institution_id):
+    """Update institution"""
+    try:
+        data = request.get_json()
+        institution = lead_service.update_institution(
+            institution_id,
+            data['name'], 
+            flask_session.get('username')
+        )
+        return jsonify({'success': True, 'institution': institution})
+    except ValueError as e:
+        return jsonify({'success': False, 'error': str(e)}), 400
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/contacts', methods=['POST'])
+@login_required
+def create_contact():
+    """Create new contact"""
+    try:
+        data = request.get_json()
+        contact = 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
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/contacts/<uuid:contact_id>', methods=['PUT'])
+@login_required
+def update_contact(contact_id):
+    """Update contact"""
+    try:
+        data = request.get_json()
+        contact = lead_service.update_contact(
+            contact_id, 
+            data, 
+            flask_session.get('username')
+        )
+        return jsonify({'success': True, 'contact': contact})
+    except ValueError as e:
+        return jsonify({'success': False, 'error': str(e)}), 400
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/contacts/<uuid:contact_id>/phones', methods=['POST'])
+@login_required
+def add_phone(contact_id):
+    """Add phone to contact"""
+    try:
+        data = request.get_json()
+        detail = lead_service.add_phone(
+            contact_id,
+            data['phone_number'],
+            data.get('phone_type'),
+            flask_session.get('username')
+        )
+        return jsonify({'success': True, 'detail': detail})
+    except ValueError as e:
+        return jsonify({'success': False, 'error': str(e)}), 400
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/contacts/<uuid:contact_id>/emails', methods=['POST'])
+@login_required
+def add_email(contact_id):
+    """Add email to contact"""
+    try:
+        data = request.get_json()
+        detail = lead_service.add_email(
+            contact_id,
+            data['email'],
+            data.get('email_type'),
+            flask_session.get('username')
+        )
+        return jsonify({'success': True, 'detail': detail})
+    except ValueError as e:
+        return jsonify({'success': False, 'error': str(e)}), 400
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/details/<uuid:detail_id>', methods=['DELETE'])
+@login_required
+def delete_detail(detail_id):
+    """Delete contact detail"""
+    try:
+        success = lead_service.delete_contact_detail(
+            detail_id,
+            flask_session.get('username')
+        )
+        return jsonify({'success': success})
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/contacts/<uuid:contact_id>/notes', methods=['POST'])
+@login_required
+def add_note(contact_id):
+    """Add note to contact"""
+    try:
+        data = request.get_json()
+        note = lead_service.add_note(
+            contact_id,
+            data['note_text'],
+            flask_session.get('username')
+        )
+        return jsonify({'success': True, 'note': note})
+    except ValueError as e:
+        return jsonify({'success': False, 'error': str(e)}), 400
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/notes/<uuid:note_id>', methods=['PUT'])
+@login_required
+def update_note(note_id):
+    """Update note"""
+    try:
+        data = request.get_json()
+        note = lead_service.update_note(
+            note_id,
+            data['note_text'],
+            flask_session.get('username')
+        )
+        return jsonify({'success': True, 'note': note})
+    except ValueError as e:
+        return jsonify({'success': False, 'error': str(e)}), 400
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500
+
+@leads_bp.route('/api/notes/<uuid:note_id>', methods=['DELETE'])
+@login_required
+def delete_note(note_id):
+    """Delete note"""
+    try:
+        success = lead_service.delete_note(
+            note_id,
+            flask_session.get('username')
+        )
+        return jsonify({'success': success})
+    except Exception as e:
+        return jsonify({'success': False, 'error': str(e)}), 500

v2_adminpanel/leads/services.py

@@ -0,0 +1,146 @@
+# Business Logic Service for Lead Management
+from typing import List, Dict, Any, Optional
+from uuid import UUID
+from datetime import datetime
+from .repositories import LeadRepository
+
+class LeadService:
+    def __init__(self, repository: LeadRepository):
+        self.repo = repository
+    
+    # Institution Services
+    def list_institutions(self) -> List[Dict[str, Any]]:
+        """Get all institutions with contact counts"""
+        return self.repo.get_institutions_with_counts()
+    
+    def create_institution(self, name: str, user: str) -> Dict[str, Any]:
+        """Create a new institution"""
+        # Validation
+        if not name or len(name.strip()) == 0:
+            raise ValueError("Institution name cannot be empty")
+        
+        # Create institution
+        institution = self.repo.create_institution(name.strip(), user)
+        
+        # Note: Audit logging removed as it requires different implementation
+        # Can be added later with proper audit system integration
+        
+        return institution
+    
+    def update_institution(self, institution_id: UUID, name: str, user: str) -> Dict[str, Any]:
+        """Update institution name"""
+        # Validation
+        if not name or len(name.strip()) == 0:
+            raise ValueError("Institution name cannot be empty")
+        
+        # Get current institution
+        current = self.repo.get_institution_by_id(institution_id)
+        if not current:
+            raise ValueError("Institution not found")
+        
+        # Update
+        institution = self.repo.update_institution(institution_id, name.strip())
+        
+        return institution
+    
+    # Contact Services
+    def list_contacts_by_institution(self, institution_id: UUID) -> List[Dict[str, Any]]:
+        """Get all contacts for an institution"""
+        return self.repo.get_contacts_by_institution(institution_id)
+    
+    def create_contact(self, data: Dict[str, Any], user: str) -> Dict[str, Any]:
+        """Create a new contact"""
+        # Validation
+        if not data.get('first_name') or not data.get('last_name'):
+            raise ValueError("First and last name are required")
+        
+        if not data.get('institution_id'):
+            raise ValueError("Institution ID is required")
+        
+        # Create contact
+        contact = self.repo.create_contact(data)
+        
+        return contact
+    
+    def get_contact_details(self, contact_id: UUID) -> Dict[str, Any]:
+        """Get full contact information including details and notes"""
+        contact = self.repo.get_contact_with_details(contact_id)
+        if not contact:
+            raise ValueError("Contact not found")
+        
+        # Group details by type
+        contact['phones'] = [d for d in contact.get('details', []) if d['detail_type'] == 'phone']
+        contact['emails'] = [d for d in contact.get('details', []) if d['detail_type'] == 'email']
+        
+        return contact
+    
+    def update_contact(self, contact_id: UUID, data: Dict[str, Any], user: str) -> Dict[str, Any]:
+        """Update contact information"""
+        # Validation
+        if not data.get('first_name') or not data.get('last_name'):
+            raise ValueError("First and last name are required")
+        
+        # Update contact
+        contact = self.repo.update_contact(contact_id, data)
+        
+        return contact
+    
+    # Contact Details Services
+    def add_phone(self, contact_id: UUID, phone_number: str, 
+                  phone_type: str = None, user: str = None) -> Dict[str, Any]:
+        """Add phone number to contact"""
+        if not phone_number:
+            raise ValueError("Phone number is required")
+        
+        detail = self.repo.add_contact_detail(
+            contact_id, 'phone', phone_number, phone_type
+        )
+        
+        return detail
+    
+    def add_email(self, contact_id: UUID, email: str, 
+                  email_type: str = None, user: str = None) -> Dict[str, Any]:
+        """Add email to contact"""
+        if not email:
+            raise ValueError("Email is required")
+        
+        # Basic email validation
+        if '@' not in email:
+            raise ValueError("Invalid email format")
+        
+        detail = self.repo.add_contact_detail(
+            contact_id, 'email', email, email_type
+        )
+        
+        return detail
+    
+    def delete_contact_detail(self, detail_id: UUID, user: str) -> bool:
+        """Delete a contact detail (phone/email)"""
+        success = self.repo.delete_contact_detail(detail_id)
+        
+        return success
+    
+    # Note Services
+    def add_note(self, contact_id: UUID, note_text: str, user: str) -> Dict[str, Any]:
+        """Add a note to contact"""
+        if not note_text or len(note_text.strip()) == 0:
+            raise ValueError("Note text cannot be empty")
+        
+        note = self.repo.create_note(contact_id, note_text.strip(), user)
+        
+        return note
+    
+    def update_note(self, note_id: UUID, note_text: str, user: str) -> Dict[str, Any]:
+        """Update a note (creates new version)"""
+        if not note_text or len(note_text.strip()) == 0:
+            raise ValueError("Note text cannot be empty")
+        
+        note = self.repo.update_note(note_id, note_text.strip(), user)
+        
+        return note
+    
+    def delete_note(self, note_id: UUID, user: str) -> bool:
+        """Delete a note (soft delete)"""
+        success = self.repo.delete_note(note_id)
+        
+        return success

v2_adminpanel/leads/templates/leads/contact_detail.html

@@ -0,0 +1,495 @@
+{% extends "base.html" %}
+
+{% block title %}{{ contact.first_name }} {{ contact.last_name }} - Kontakt-Details{% endblock %}
+
+{% block content %}
+<div class="container-fluid">
+    <div class="row mb-4">
+        <div class="col-md-8">
+            <h1 class="h2 mb-0">
+                <i class="bi bi-person"></i> {{ contact.first_name }} {{ contact.last_name }}
+            </h1>
+            <p class="mb-0">
+                <span class="text-muted">{{ contact.position or 'Keine Position' }}</span>
+                <span class="mx-2">•</span>
+                <a href="{{ url_for('leads.institution_detail', institution_id=contact.institution_id) }}" 
+                   class="text-decoration-none">
+                    {{ contact.institution_name }}
+                </a>
+            </p>
+        </div>
+        <div class="col-md-4 text-end">
+            <button class="btn btn-outline-primary" onclick="editContact()">
+                <i class="bi bi-pencil"></i> Bearbeiten
+            </button>
+            <a href="{{ url_for('leads.institution_detail', institution_id=contact.institution_id) }}" 
+               class="btn btn-secondary">
+                <i class="bi bi-arrow-left"></i> Zurück
+            </a>
+        </div>
+    </div>
+
+    <div class="row">
+        <!-- Contact Details -->
+        <div class="col-md-6">
+            <!-- Phone Numbers -->
+            <div class="card mb-3">
+                <div class="card-header d-flex justify-content-between align-items-center">
+                    <h5 class="mb-0"><i class="bi bi-telephone"></i> Telefonnummern</h5>
+                    <button class="btn btn-sm btn-primary" onclick="showAddPhoneModal()">
+                        <i class="bi bi-plus"></i>
+                    </button>
+                </div>
+                <div class="card-body">
+                    {% if contact.phones %}
+                        <ul class="list-group list-group-flush">
+                            {% for phone in contact.phones %}
+                            <li class="list-group-item d-flex justify-content-between align-items-center">
+                                <div>
+                                    <strong>{{ phone.detail_value }}</strong>
+                                    {% if phone.detail_label %}
+                                        <span class="badge bg-secondary">{{ phone.detail_label }}</span>
+                                    {% endif %}
+                                </div>
+                                <button class="btn btn-sm btn-outline-danger" 
+                                        onclick="deleteDetail('{{ phone.id }}')">
+                                    <i class="bi bi-trash"></i>
+                                </button>
+                            </li>
+                            {% endfor %}
+                        </ul>
+                    {% else %}
+                        <p class="text-muted mb-0">Keine Telefonnummern hinterlegt.</p>
+                    {% endif %}
+                </div>
+            </div>
+
+            <!-- Email Addresses -->
+            <div class="card">
+                <div class="card-header d-flex justify-content-between align-items-center">
+                    <h5 class="mb-0"><i class="bi bi-envelope"></i> E-Mail-Adressen</h5>
+                    <button class="btn btn-sm btn-primary" onclick="showAddEmailModal()">
+                        <i class="bi bi-plus"></i>
+                    </button>
+                </div>
+                <div class="card-body">
+                    {% if contact.emails %}
+                        <ul class="list-group list-group-flush">
+                            {% for email in contact.emails %}
+                            <li class="list-group-item d-flex justify-content-between align-items-center">
+                                <div>
+                                    <a href="mailto:{{ email.detail_value }}">{{ email.detail_value }}</a>
+                                    {% if email.detail_label %}
+                                        <span class="badge bg-secondary">{{ email.detail_label }}</span>
+                                    {% endif %}
+                                </div>
+                                <button class="btn btn-sm btn-outline-danger" 
+                                        onclick="deleteDetail('{{ email.id }}')">
+                                    <i class="bi bi-trash"></i>
+                                </button>
+                            </li>
+                            {% endfor %}
+                        </ul>
+                    {% else %}
+                        <p class="text-muted mb-0">Keine E-Mail-Adressen hinterlegt.</p>
+                    {% endif %}
+                </div>
+            </div>
+        </div>
+
+        <!-- Notes -->
+        <div class="col-md-6">
+            <div class="card">
+                <div class="card-header">
+                    <h5 class="mb-0"><i class="bi bi-journal-text"></i> Notizen</h5>
+                </div>
+                <div class="card-body">
+                    <!-- New Note Form -->
+                    <div class="mb-3">
+                        <textarea class="form-control" id="newNoteText" rows="3" 
+                                  placeholder="Neue Notiz hinzufügen..."></textarea>
+                        <button class="btn btn-primary btn-sm mt-2" onclick="addNote()">
+                            <i class="bi bi-plus"></i> Notiz speichern
+                        </button>
+                    </div>
+
+                    <!-- Notes List -->
+                    <div id="notesList">
+                        {% for note in contact.notes %}
+                        <div class="card mb-2" id="note-{{ note.id }}">
+                            <div class="card-body">
+                                <div class="d-flex justify-content-between align-items-start mb-2">
+                                    <small class="text-muted">
+                                        <i class="bi bi-clock"></i> 
+                                        {{ note.created_at.strftime('%d.%m.%Y %H:%M') }}
+                                        {% if note.created_by %} • {{ note.created_by }}{% endif %}
+                                        {% if note.version > 1 %}
+                                            <span class="badge bg-info">v{{ note.version }}</span>
+                                        {% endif %}
+                                    </small>
+                                    <div>
+                                        <button class="btn btn-sm btn-link p-0 mx-1" 
+                                                onclick="editNote('{{ note.id }}', {{ note.note_text|tojson }})">
+                                            <i class="bi bi-pencil"></i>
+                                        </button>
+                                        <button class="btn btn-sm btn-link text-danger p-0 mx-1" 
+                                                onclick="deleteNote('{{ note.id }}')">
+                                            <i class="bi bi-trash"></i>
+                                        </button>
+                                    </div>
+                                </div>
+                                <div class="note-content" id="note-content-{{ note.id }}">
+                                    {{ note.note_text|nl2br|safe }}
+                                </div>
+                                <div class="note-edit d-none" id="note-edit-{{ note.id }}">
+                                    <textarea class="form-control mb-2" id="note-edit-text-{{ note.id }}">{{ note.note_text }}</textarea>
+                                    <button class="btn btn-sm btn-primary" onclick="saveNote('{{ note.id }}')">
+                                        Speichern
+                                    </button>
+                                    <button class="btn btn-sm btn-secondary" onclick="cancelEdit('{{ note.id }}')">
+                                        Abbrechen
+                                    </button>
+                                </div>
+                            </div>
+                        </div>
+                        {% endfor %}
+                    </div>
+                    {% if not contact.notes %}
+                        <p class="text-muted">Noch keine Notizen vorhanden.</p>
+                    {% endif %}
+                </div>
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-- Modals -->
+<!-- Edit Contact Modal -->
+<div class="modal fade" id="editContactModal" tabindex="-1">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title">Kontakt bearbeiten</h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <form id="editContactForm">
+                    <div class="row">
+                        <div class="col-md-6 mb-3">
+                            <label for="editFirstName" class="form-label">Vorname</label>
+                            <input type="text" class="form-control" id="editFirstName" 
+                                   value="{{ contact.first_name }}" required>
+                        </div>
+                        <div class="col-md-6 mb-3">
+                            <label for="editLastName" class="form-label">Nachname</label>
+                            <input type="text" class="form-control" id="editLastName" 
+                                   value="{{ contact.last_name }}" required>
+                        </div>
+                    </div>
+                    <div class="mb-3">
+                        <label for="editPosition" class="form-label">Position</label>
+                        <input type="text" class="form-control" id="editPosition" 
+                               value="{{ contact.position or '' }}">
+                    </div>
+                </form>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Abbrechen</button>
+                <button type="button" class="btn btn-primary" onclick="updateContact()">Speichern</button>
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-- Add Phone Modal -->
+<div class="modal fade" id="addPhoneModal" tabindex="-1">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title">Telefonnummer hinzufügen</h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <form id="addPhoneForm">
+                    <div class="mb-3">
+                        <label for="phoneNumber" class="form-label">Telefonnummer</label>
+                        <input type="tel" class="form-control" id="phoneNumber" required>
+                    </div>
+                    <div class="mb-3">
+                        <label for="phoneType" class="form-label">Typ</label>
+                        <select class="form-select" id="phoneType">
+                            <option value="">Bitte wählen...</option>
+                            <option value="Mobil">Mobil</option>
+                            <option value="Geschäftlich">Geschäftlich</option>
+                            <option value="Privat">Privat</option>
+                            <option value="Fax">Fax</option>
+                        </select>
+                    </div>
+                </form>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Abbrechen</button>
+                <button type="button" class="btn btn-primary" onclick="savePhone()">Speichern</button>
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-- Add Email Modal -->
+<div class="modal fade" id="addEmailModal" tabindex="-1">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title">E-Mail-Adresse hinzufügen</h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <form id="addEmailForm">
+                    <div class="mb-3">
+                        <label for="emailAddress" class="form-label">E-Mail-Adresse</label>
+                        <input type="email" class="form-control" id="emailAddress" required>
+                    </div>
+                    <div class="mb-3">
+                        <label for="emailType" class="form-label">Typ</label>
+                        <select class="form-select" id="emailType">
+                            <option value="">Bitte wählen...</option>
+                            <option value="Geschäftlich">Geschäftlich</option>
+                            <option value="Privat">Privat</option>
+                        </select>
+                    </div>
+                </form>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Abbrechen</button>
+                <button type="button" class="btn btn-primary" onclick="saveEmail()">Speichern</button>
+            </div>
+        </div>
+    </div>
+</div>
+
+<script>
+const contactId = '{{ contact.id }}';
+
+// Contact functions
+function editContact() {
+    new bootstrap.Modal(document.getElementById('editContactModal')).show();
+}
+
+async function updateContact() {
+    const firstName = document.getElementById('editFirstName').value.trim();
+    const lastName = document.getElementById('editLastName').value.trim();
+    const position = document.getElementById('editPosition').value.trim();
+    
+    if (!firstName || !lastName) {
+        alert('Bitte geben Sie Vor- und Nachname ein.');
+        return;
+    }
+    
+    try {
+        const response = await fetch(`/leads/api/contacts/${contactId}`, {
+            method: 'PUT',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({
+                first_name: firstName,
+                last_name: lastName,
+                position: position
+            })
+        });
+        
+        const data = await response.json();
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler: ' + (data.error || 'Unbekannter Fehler'));
+        }
+    } catch (error) {
+        alert('Fehler beim Speichern: ' + error.message);
+    }
+}
+
+// Phone functions
+function showAddPhoneModal() {
+    document.getElementById('addPhoneForm').reset();
+    new bootstrap.Modal(document.getElementById('addPhoneModal')).show();
+}
+
+async function savePhone() {
+    const phoneNumber = document.getElementById('phoneNumber').value.trim();
+    const phoneType = document.getElementById('phoneType').value;
+    
+    if (!phoneNumber) {
+        alert('Bitte geben Sie eine Telefonnummer ein.');
+        return;
+    }
+    
+    try {
+        const response = await fetch(`/leads/api/contacts/${contactId}/phones`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({
+                phone_number: phoneNumber,
+                phone_type: phoneType
+            })
+        });
+        
+        const data = await response.json();
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler: ' + (data.error || 'Unbekannter Fehler'));
+        }
+    } catch (error) {
+        alert('Fehler beim Speichern: ' + error.message);
+    }
+}
+
+// Email functions
+function showAddEmailModal() {
+    document.getElementById('addEmailForm').reset();
+    new bootstrap.Modal(document.getElementById('addEmailModal')).show();
+}
+
+async function saveEmail() {
+    const email = document.getElementById('emailAddress').value.trim();
+    const emailType = document.getElementById('emailType').value;
+    
+    if (!email) {
+        alert('Bitte geben Sie eine E-Mail-Adresse ein.');
+        return;
+    }
+    
+    try {
+        const response = await fetch(`/leads/api/contacts/${contactId}/emails`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({
+                email: email,
+                email_type: emailType
+            })
+        });
+        
+        const data = await response.json();
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler: ' + (data.error || 'Unbekannter Fehler'));
+        }
+    } catch (error) {
+        alert('Fehler beim Speichern: ' + error.message);
+    }
+}
+
+// Delete detail
+async function deleteDetail(detailId) {
+    if (!confirm('Möchten Sie diesen Eintrag wirklich löschen?')) {
+        return;
+    }
+    
+    try {
+        const response = await fetch(`/leads/api/details/${detailId}`, {
+            method: 'DELETE'
+        });
+        
+        const data = await response.json();
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler beim Löschen');
+        }
+    } catch (error) {
+        alert('Fehler: ' + error.message);
+    }
+}
+
+// Note functions
+async function addNote() {
+    const noteText = document.getElementById('newNoteText').value.trim();
+    
+    if (!noteText) {
+        alert('Bitte geben Sie eine Notiz ein.');
+        return;
+    }
+    
+    try {
+        const response = await fetch(`/leads/api/contacts/${contactId}/notes`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ note_text: noteText })
+        });
+        
+        const data = await response.json();
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler: ' + (data.error || 'Unbekannter Fehler'));
+        }
+    } catch (error) {
+        alert('Fehler beim Speichern: ' + error.message);
+    }
+}
+
+function editNote(noteId, noteText) {
+    document.getElementById(`note-content-${noteId}`).classList.add('d-none');
+    document.getElementById(`note-edit-${noteId}`).classList.remove('d-none');
+    document.getElementById(`note-edit-text-${noteId}`).value = noteText;
+}
+
+function cancelEdit(noteId) {
+    document.getElementById(`note-content-${noteId}`).classList.remove('d-none');
+    document.getElementById(`note-edit-${noteId}`).classList.add('d-none');
+}
+
+async function saveNote(noteId) {
+    const noteText = document.getElementById(`note-edit-text-${noteId}`).value.trim();
+    
+    if (!noteText) {
+        alert('Notiz darf nicht leer sein.');
+        return;
+    }
+    
+    try {
+        const response = await fetch(`/leads/api/notes/${noteId}`, {
+            method: 'PUT',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ note_text: noteText })
+        });
+        
+        const data = await response.json();
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler: ' + (data.error || 'Unbekannter Fehler'));
+        }
+    } catch (error) {
+        alert('Fehler beim Speichern: ' + error.message);
+    }
+}
+
+async function deleteNote(noteId) {
+    if (!confirm('Möchten Sie diese Notiz wirklich löschen?')) {
+        return;
+    }
+    
+    try {
+        const response = await fetch(`/leads/api/notes/${noteId}`, {
+            method: 'DELETE'
+        });
+        
+        const data = await response.json();
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler beim Löschen');
+        }
+    } catch (error) {
+        alert('Fehler: ' + error.message);
+    }
+}
+</script>
+
+<style>
+.note-content {
+    white-space: pre-wrap;
+}
+</style>
+{% endblock %}

v2_adminpanel/leads/templates/leads/institution_detail.html

@@ -0,0 +1,159 @@
+{% extends "base.html" %}
+
+{% block title %}{{ institution.name }} - Lead-Details{% endblock %}
+
+{% block content %}
+<div class="container-fluid">
+    <div class="row mb-4">
+        <div class="col-md-8">
+            <h1 class="h2 mb-0">
+                <i class="bi bi-building"></i> {{ institution.name }}
+            </h1>
+            <small class="text-muted">
+                Erstellt am {{ institution.created_at.strftime('%d.%m.%Y') }}
+                {% if institution.created_by %}von {{ institution.created_by }}{% endif %}
+            </small>
+        </div>
+        <div class="col-md-4 text-end">
+            <button class="btn btn-primary" onclick="showCreateContactModal()">
+                <i class="bi bi-person-plus"></i> Neuer Kontakt
+            </button>
+            <a href="{{ url_for('leads.institutions') }}" class="btn btn-secondary">
+                <i class="bi bi-arrow-left"></i> Zurück
+            </a>
+        </div>
+    </div>
+
+    <!-- Contacts Table -->
+    <div class="card">
+        <div class="card-header">
+            <h5 class="mb-0">
+                <i class="bi bi-people"></i> Kontakte 
+                <span class="badge bg-secondary">{{ contacts|length }}</span>
+            </h5>
+        </div>
+        <div class="card-body">
+            <div class="table-responsive">
+                <table class="table table-hover">
+                    <thead>
+                        <tr>
+                            <th>Name</th>
+                            <th>Position</th>
+                            <th>Erstellt am</th>
+                            <th>Aktionen</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        {% for contact in contacts %}
+                        <tr>
+                            <td>
+                                <a href="{{ url_for('leads.contact_detail', contact_id=contact.id) }}" 
+                                   class="text-decoration-none">
+                                    <strong>{{ contact.first_name }} {{ contact.last_name }}</strong>
+                                </a>
+                            </td>
+                            <td>{{ contact.position or '-' }}</td>
+                            <td>{{ contact.created_at.strftime('%d.%m.%Y') }}</td>
+                            <td>
+                                <a href="{{ url_for('leads.contact_detail', contact_id=contact.id) }}" 
+                                   class="btn btn-sm btn-outline-primary">
+                                    <i class="bi bi-eye"></i> Details
+                                </a>
+                            </td>
+                        </tr>
+                        {% endfor %}
+                    </tbody>
+                </table>
+                {% if not contacts %}
+                <div class="text-center py-4">
+                    <p class="text-muted">Noch keine Kontakte für diese Institution.</p>
+                    <button class="btn btn-primary" onclick="showCreateContactModal()">
+                        <i class="bi bi-person-plus"></i> Ersten Kontakt anlegen
+                    </button>
+                </div>
+                {% endif %}
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-- Create Contact Modal -->
+<div class="modal fade" id="contactModal" tabindex="-1">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title">Neuer Kontakt</h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <form id="contactForm">
+                    <div class="row">
+                        <div class="col-md-6 mb-3">
+                            <label for="firstName" class="form-label">Vorname</label>
+                            <input type="text" class="form-control" id="firstName" required>
+                        </div>
+                        <div class="col-md-6 mb-3">
+                            <label for="lastName" class="form-label">Nachname</label>
+                            <input type="text" class="form-control" id="lastName" required>
+                        </div>
+                    </div>
+                    <div class="mb-3">
+                        <label for="position" class="form-label">Position</label>
+                        <input type="text" class="form-control" id="position" 
+                               placeholder="z.B. Geschäftsführer, Vertriebsleiter">
+                    </div>
+                </form>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Abbrechen</button>
+                <button type="button" class="btn btn-primary" onclick="saveContact()">Speichern</button>
+            </div>
+        </div>
+    </div>
+</div>
+
+<script>
+// Show create contact modal
+function showCreateContactModal() {
+    document.getElementById('contactForm').reset();
+    new bootstrap.Modal(document.getElementById('contactModal')).show();
+}
+
+// Save contact
+async function saveContact() {
+    const firstName = document.getElementById('firstName').value.trim();
+    const lastName = document.getElementById('lastName').value.trim();
+    const position = document.getElementById('position').value.trim();
+    
+    if (!firstName || !lastName) {
+        alert('Bitte geben Sie Vor- und Nachname ein.');
+        return;
+    }
+    
+    try {
+        const response = await fetch('/leads/api/contacts', {
+            method: 'POST',
+            headers: {
+                'Content-Type': 'application/json',
+            },
+            body: JSON.stringify({
+                institution_id: '{{ institution.id }}',
+                first_name: firstName,
+                last_name: lastName,
+                position: position
+            })
+        });
+        
+        const data = await response.json();
+        
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler: ' + (data.error || 'Unbekannter Fehler'));
+        }
+    } catch (error) {
+        alert('Fehler beim Speichern: ' + error.message);
+    }
+}
+</script>
+{% endblock %}

v2_adminpanel/leads/templates/leads/institutions.html

@@ -0,0 +1,178 @@
+{% extends "base.html" %}
+
+{% block title %}Lead-Verwaltung - Institutionen{% endblock %}
+
+{% block content %}
+<div class="container-fluid">
+    <div class="row mb-4">
+        <div class="col-md-8">
+            <h1 class="h2 mb-0">
+                <i class="bi bi-building"></i> Lead-Institutionen
+            </h1>
+        </div>
+        <div class="col-md-4 text-end">
+            <button class="btn btn-primary" onclick="showCreateInstitutionModal()">
+                <i class="bi bi-plus-circle"></i> Neue Institution
+            </button>
+            <a href="{{ url_for('customers.customers_licenses') }}" class="btn btn-secondary">
+                <i class="bi bi-arrow-left"></i> Zurück zu Kunden
+            </a>
+        </div>
+    </div>
+
+    <!-- Search Bar -->
+    <div class="row mb-4">
+        <div class="col-md-6">
+            <div class="input-group">
+                <span class="input-group-text"><i class="bi bi-search"></i></span>
+                <input type="text" class="form-control" id="searchInput" 
+                       placeholder="Institution suchen..." onkeyup="filterInstitutions()">
+            </div>
+        </div>
+    </div>
+
+    <!-- Institutions Table -->
+    <div class="card">
+        <div class="card-body">
+            <div class="table-responsive">
+                <table class="table table-hover" id="institutionsTable">
+                    <thead>
+                        <tr>
+                            <th>Institution</th>
+                            <th>Anzahl Kontakte</th>
+                            <th>Erstellt am</th>
+                            <th>Erstellt von</th>
+                            <th>Aktionen</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        {% for institution in institutions %}
+                        <tr>
+                            <td>
+                                <a href="{{ url_for('leads.institution_detail', institution_id=institution.id) }}" 
+                                   class="text-decoration-none">
+                                    <strong>{{ institution.name }}</strong>
+                                </a>
+                            </td>
+                            <td>
+                                <span class="badge bg-secondary">{{ institution.contact_count }}</span>
+                            </td>
+                            <td>{{ institution.created_at.strftime('%d.%m.%Y') }}</td>
+                            <td>{{ institution.created_by or '-' }}</td>
+                            <td>
+                                <a href="{{ url_for('leads.institution_detail', institution_id=institution.id) }}" 
+                                   class="btn btn-sm btn-outline-primary">
+                                    <i class="bi bi-eye"></i> Details
+                                </a>
+                                <button class="btn btn-sm btn-outline-secondary" 
+                                        onclick="editInstitution('{{ institution.id }}', '{{ institution.name }}')">
+                                    <i class="bi bi-pencil"></i>
+                                </button>
+                            </td>
+                        </tr>
+                        {% endfor %}
+                    </tbody>
+                </table>
+                {% if not institutions %}
+                <div class="text-center py-4">
+                    <p class="text-muted">Noch keine Institutionen vorhanden.</p>
+                    <button class="btn btn-primary" onclick="showCreateInstitutionModal()">
+                        <i class="bi bi-plus-circle"></i> Erste Institution anlegen
+                    </button>
+                </div>
+                {% endif %}
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-- Create/Edit Institution Modal -->
+<div class="modal fade" id="institutionModal" tabindex="-1">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title" id="institutionModalTitle">Neue Institution</h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <form id="institutionForm">
+                    <input type="hidden" id="institutionId">
+                    <div class="mb-3">
+                        <label for="institutionName" class="form-label">Name der Institution</label>
+                        <input type="text" class="form-control" id="institutionName" required>
+                    </div>
+                </form>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">Abbrechen</button>
+                <button type="button" class="btn btn-primary" onclick="saveInstitution()">Speichern</button>
+            </div>
+        </div>
+    </div>
+</div>
+
+<script>
+// Filter institutions
+function filterInstitutions() {
+    const searchTerm = document.getElementById('searchInput').value.toLowerCase();
+    const rows = document.querySelectorAll('#institutionsTable tbody tr');
+    
+    rows.forEach(row => {
+        const text = row.textContent.toLowerCase();
+        row.style.display = text.includes(searchTerm) ? '' : 'none';
+    });
+}
+
+// Show create institution modal
+function showCreateInstitutionModal() {
+    document.getElementById('institutionModalTitle').textContent = 'Neue Institution';
+    document.getElementById('institutionId').value = '';
+    document.getElementById('institutionName').value = '';
+    new bootstrap.Modal(document.getElementById('institutionModal')).show();
+}
+
+// Edit institution
+function editInstitution(id, name) {
+    document.getElementById('institutionModalTitle').textContent = 'Institution bearbeiten';
+    document.getElementById('institutionId').value = id;
+    document.getElementById('institutionName').value = name;
+    new bootstrap.Modal(document.getElementById('institutionModal')).show();
+}
+
+// Save institution
+async function saveInstitution() {
+    const id = document.getElementById('institutionId').value;
+    const name = document.getElementById('institutionName').value.trim();
+    
+    if (!name) {
+        alert('Bitte geben Sie einen Namen ein.');
+        return;
+    }
+    
+    try {
+        const url = id 
+            ? `/leads/api/institutions/${id}`
+            : '/leads/api/institutions';
+        const method = id ? 'PUT' : 'POST';
+        
+        const response = await fetch(url, {
+            method: method,
+            headers: {
+                'Content-Type': 'application/json',
+            },
+            body: JSON.stringify({ name: name })
+        });
+        
+        const data = await response.json();
+        
+        if (data.success) {
+            location.reload();
+        } else {
+            alert('Fehler: ' + (data.error || 'Unbekannter Fehler'));
+        }
+    } catch (error) {
+        alert('Fehler beim Speichern: ' + error.message);
+    }
+}
+</script>
+{% endblock %}

v2_adminpanel/migrations/create_lead_tables.sql

@@ -0,0 +1,107 @@
+-- Lead Management Tables Migration
+-- This creates all necessary tables for the lead management system
+
+-- Enable UUID extension if not already enabled
+CREATE EXTENSION IF NOT EXISTS "uuid-ossp";
+
+-- 1. Lead Institutions (only name required)
+CREATE TABLE IF NOT EXISTS lead_institutions (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    name VARCHAR(255) NOT NULL,
+    -- Metadata for future extensions without schema changes
+    metadata JSONB DEFAULT '{}',
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    created_by VARCHAR(100),
+    UNIQUE(name)
+);
+
+-- Index for fast lookups
+CREATE INDEX IF NOT EXISTS idx_lead_institutions_name ON lead_institutions(name);
+
+-- 2. Lead Contacts
+CREATE TABLE IF NOT EXISTS lead_contacts (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    institution_id UUID NOT NULL REFERENCES lead_institutions(id) ON DELETE CASCADE,
+    first_name VARCHAR(100) NOT NULL,
+    last_name VARCHAR(100) NOT NULL,
+    position VARCHAR(255),
+    -- Extra fields for future extensions
+    extra_fields JSONB DEFAULT '{}',
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
+);
+
+-- Indexes for performance
+CREATE INDEX IF NOT EXISTS idx_lead_contacts_institution ON lead_contacts(institution_id);
+CREATE INDEX IF NOT EXISTS idx_lead_contacts_name ON lead_contacts(last_name, first_name);
+
+-- 3. Flexible Contact Details (phones, emails, etc.)
+CREATE TABLE IF NOT EXISTS lead_contact_details (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    contact_id UUID NOT NULL REFERENCES lead_contacts(id) ON DELETE CASCADE,
+    detail_type VARCHAR(50) NOT NULL, -- 'phone', 'email', 'social', etc.
+    detail_value VARCHAR(255) NOT NULL,
+    detail_label VARCHAR(50), -- 'Mobil', 'Geschäftlich', 'Privat', etc.
+    is_primary BOOLEAN DEFAULT false,
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
+);
+
+-- Indexes for fast queries
+CREATE INDEX IF NOT EXISTS idx_lead_details_contact_type ON lead_contact_details(contact_id, detail_type);
+CREATE INDEX IF NOT EXISTS idx_lead_details_value ON lead_contact_details(detail_value);
+
+-- 4. Versioned Notes with History
+CREATE TABLE IF NOT EXISTS lead_notes (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    contact_id UUID NOT NULL REFERENCES lead_contacts(id) ON DELETE CASCADE,
+    note_text TEXT NOT NULL,
+    version INTEGER DEFAULT 1,
+    is_current BOOLEAN DEFAULT true,
+    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+    created_by VARCHAR(100),
+    parent_note_id UUID REFERENCES lead_notes(id),
+    CHECK (note_text <> '')
+);
+
+-- Indexes for note queries
+CREATE INDEX IF NOT EXISTS idx_lead_notes_contact_current ON lead_notes(contact_id, is_current);
+CREATE INDEX IF NOT EXISTS idx_lead_notes_created ON lead_notes(created_at DESC);
+
+-- Full text search preparation
+CREATE INDEX IF NOT EXISTS idx_lead_contacts_search ON lead_contacts 
+USING gin(to_tsvector('german', 
+    COALESCE(first_name, '') || ' ' || 
+    COALESCE(last_name, '') || ' ' || 
+    COALESCE(position, '')
+));
+
+-- Update timestamp trigger function
+CREATE OR REPLACE FUNCTION update_updated_at_column()
+RETURNS TRIGGER AS $$
+BEGIN
+    NEW.updated_at = CURRENT_TIMESTAMP;
+    RETURN NEW;
+END;
+$$ language 'plpgsql';
+
+-- Apply update trigger to tables with updated_at
+CREATE TRIGGER update_lead_institutions_updated_at 
+    BEFORE UPDATE ON lead_institutions 
+    FOR EACH ROW 
+    EXECUTE FUNCTION update_updated_at_column();
+
+CREATE TRIGGER update_lead_contacts_updated_at 
+    BEFORE UPDATE ON lead_contacts 
+    FOR EACH ROW 
+    EXECUTE FUNCTION update_updated_at_column();
+
+-- Add comments for documentation
+COMMENT ON TABLE lead_institutions IS 'Organizations/Companies for lead management';
+COMMENT ON TABLE lead_contacts IS 'Contact persons within institutions';
+COMMENT ON TABLE lead_contact_details IS 'Flexible contact details (phone, email, etc.)';
+COMMENT ON TABLE lead_notes IS 'Versioned notes with full history';
+
+COMMENT ON COLUMN lead_contact_details.detail_type IS 'Type of detail: phone, email, social, etc.';
+COMMENT ON COLUMN lead_notes.is_current IS 'Only current version is shown, old versions kept for history';
+COMMENT ON COLUMN lead_notes.parent_note_id IS 'References original note for version tracking';

v2_adminpanel/templates/customers_licenses.html

@@ -8,21 +8,26 @@
 <div class="container-fluid">
     <div class="d-flex justify-content-between align-items-center mb-4">
         <h2 class="mb-0">Kunden & Lizenzen</h2>
-        <div class="dropdown">
+        <div>
-            <button class="btn btn-secondary dropdown-toggle" type="button" data-bs-toggle="dropdown">
+            <a href="{{ url_for('leads.institutions') }}" class="btn btn-primary">
-                <i class="bi bi-download"></i> Export
+                <i class="bi bi-people"></i> Leads
-            </button>
+            </a>
-            <ul class="dropdown-menu">
+            <div class="dropdown d-inline-block">
-                <li><a class="dropdown-item" href="{{ url_for('export.export_customers', format='excel', include_test=request.args.get('show_test')) }}">
+                <button class="btn btn-secondary dropdown-toggle" type="button" data-bs-toggle="dropdown">
-                    <i class="bi bi-file-earmark-excel text-success"></i> Kunden (Excel)</a></li>
+                    <i class="bi bi-download"></i> Export
-                <li><a class="dropdown-item" href="{{ url_for('export.export_customers', format='csv', include_test=request.args.get('show_test')) }}">
+                </button>
-                    <i class="bi bi-file-earmark-text"></i> Kunden (CSV)</a></li>
+                <ul class="dropdown-menu">
-                <li><hr class="dropdown-divider"></li>
+                    <li><a class="dropdown-item" href="{{ url_for('export.export_customers', format='excel', include_test=request.args.get('show_test')) }}">
-                <li><a class="dropdown-item" href="{{ url_for('export.export_licenses', format='excel', include_test=request.args.get('show_test')) }}">
+                        <i class="bi bi-file-earmark-excel text-success"></i> Kunden (Excel)</a></li>
-                    <i class="bi bi-file-earmark-excel text-success"></i> Lizenzen (Excel)</a></li>
+                    <li><a class="dropdown-item" href="{{ url_for('export.export_customers', format='csv', include_test=request.args.get('show_test')) }}">
-                <li><a class="dropdown-item" href="{{ url_for('export.export_licenses', format='csv', include_test=request.args.get('show_test')) }}">
+                        <i class="bi bi-file-earmark-text"></i> Kunden (CSV)</a></li>
-                    <i class="bi bi-file-earmark-text"></i> Lizenzen (CSV)</a></li>
+                    <li><hr class="dropdown-divider"></li>
-            </ul>
+                    <li><a class="dropdown-item" href="{{ url_for('export.export_licenses', format='excel', include_test=request.args.get('show_test')) }}">
+                        <i class="bi bi-file-earmark-excel text-success"></i> Lizenzen (Excel)</a></li>
+                    <li><a class="dropdown-item" href="{{ url_for('export.export_licenses', format='csv', include_test=request.args.get('show_test')) }}">
+                        <i class="bi bi-file-earmark-text"></i> Lizenzen (CSV)</a></li>
+                </ul>
+            </div>
         </div>
     </div>