Flask + SQLite, in de Van Emous-huisstijl (tokens uit het design system, GSAP-effecten volgens de motion-regels, uit bij prefers-reduced-motion). - Leads en contactpersonen: status, toewijzen, verwachte waarde, omzetten naar klant, tijdlijn, bestanden, taken/opvolging - Relaties (zoals accounts in EspoCRM): klantbundels (huishouden/familie) en partners met type (leverancier, aannemer, ...); leveranciers van producten worden automatisch partners - API voor formulieren (POST /api/leads) met dubbele-leaddetectie, bestanden en configurator-ontwerpen (house-design JSON) - Import van CSV/JSON (leads, relaties, producten) met kolomkoppeling; configurator-formaat - Producten met SKU als vaste sleutel, mutatiehistorie, POST /api/products, CSV-export; offerteregels houden hun eigen prijs - Offertes met btw per tarief en afdrukversie (PDF via de browser) - Inbox via IMAP/SMTP, gekoppeld aan contacten - Gebruikers (beheerder/medewerker) en klantportaal (offertes accepteren, bestanden, berichten) Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
104 lines
4.4 KiB
HTML
104 lines
4.4 KiB
HTML
{% extends 'base.html' %}
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{% block title %}Dashboard{% endblock %}
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{% block content %}
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<div class="head">
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<div><div class="kicker">Overzicht</div><h1>Dashboard</h1></div>
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<a class="btn" href="{{ url_for('contact_new') }}">Nieuw contact</a>
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</div>
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<div class="kpis">
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<div class="kpi"><div class="label">Nieuwe leads · 30 dagen</div><div class="value">{{ stats.new30 }}</div><div class="muted">{{ stats.customers }} klantrelaties · {{ stats.partners }} partners</div></div>
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<div class="kpi"><div class="label">Open leads</div><div class="value">{{ stats.open_leads }}</div>
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<div class="muted">{{ stats.pipeline_value|euro }} verwacht{% if stats.unassigned %} · <a href="{{ url_for('contacts', type='lead', owner='none') }}">{{ stats.unassigned }} niet toegewezen</a>{% endif %}</div></div>
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<div class="kpi"><div class="label">Open offertes</div><div class="value">{{ stats.open_quotes }}</div><div class="muted">{{ stats.open_value|euro }} excl. btw</div></div>
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<div class="kpi"><div class="label">Gewonnen · 30 dagen</div><div class="value">{{ stats.won_value|euro }}</div><div class="muted">excl. btw</div></div>
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</div>
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<div class="grid">
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<div class="card">
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<h2>Leads per status</h2>
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<div class="bars">
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{% for key, label, n in pipeline %}
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<a class="bar" href="{{ url_for('contacts', type='lead', status=key) }}">
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<span>{{ label }}</span>
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<span class="track"><span class="fill" style="width: {{ (n / pipe_max * 100)|round(1) }}%"></span></span>
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<span class="num">{{ n }}</span>
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</a>
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{% endfor %}
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</div>
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</div>
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<div class="card">
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<h2>Leads per week</h2>
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<div class="cols">
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{% for wk, n in weekly %}
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<div title="Week {{ wk }}: {{ n }} lead(s)">
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<span>{{ n or '' }}</span>
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<span class="c" style="height: {{ (n / week_max * 75)|round(1) }}%"></span>
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<span>{{ wk }}</span>
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</div>
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{% endfor %}
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</div>
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</div>
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<div class="card">
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<h2>Bronnen</h2>
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{% if sources %}
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<div class="bars">
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{% for s in sources %}
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<div class="bar">
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<span title="{{ s.s }}" style="overflow:hidden;text-overflow:ellipsis;white-space:nowrap">{{ s.s }}</span>
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<span class="track"><span class="fill" style="width: {{ (s.n / source_max * 100)|round(1) }}%"></span></span>
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<span class="num">{{ s.n }}</span>
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</div>
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{% endfor %}
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</div>
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{% else %}<p class="empty">Nog geen leads.</p>{% endif %}
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</div>
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</div>
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<div class="two">
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<div class="card">
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<h2>Laatste leads</h2>
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{% if recent %}
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<div class="table-wrap"><table>
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<thead><tr><th>Naam</th><th>Bron</th><th>Toegewezen</th><th>Status</th><th>Binnen</th></tr></thead>
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<tbody>
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{% for c in recent %}
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<tr class="link" onclick="location='{{ url_for('contact_view', cid=c.id) }}'">
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<td><a href="{{ url_for('contact_view', cid=c.id) }}">{{ c.name }}</a><div class="muted">{{ c.email }}</div></td>
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<td>{{ c.source }}</td>
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<td>{{ c.user_name or '—' }}</td>
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<td><span class="chip {{ c.status }}">{{ STATUS.get(c.status, c.status) }}</span></td>
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<td class="muted">{{ c.created_at|dt }}</td>
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</tr>
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{% endfor %}
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</tbody>
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</table></div>
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{% else %}<p class="empty">Nog geen contacten. Voeg er een toe of koppel een formulier via Instellingen.</p>{% endif %}
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</div>
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<div>
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<div class="card">
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<h2>Mijn taken</h2>
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{% for t in tasks %}
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<form method="post" action="{{ url_for('task_done', tid=t.id) }}" class="task">
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<button class="check" aria-label="Afronden"></button>
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<div><div>{{ t.title }}</div>
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<div class="muted">{% if t.contact_id %}<a href="{{ url_for('contact_view', cid=t.contact_id) }}">{{ t.contact_name }}</a>{% endif %}
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{% if t.due_date %}· <span class="{{ 'overdue' if t.due_date < today }}">{{ t.due_date|dt('%d-%m-%Y') }}</span>{% endif %}</div></div>
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</form>
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{% else %}
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<p class="empty">Geen openstaande taken.</p>
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{% endfor %}
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</div>
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<div class="card">
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<h2>Ongelezen e-mail</h2>
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{% for e in mails %}
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<p><a href="{{ url_for('inbox_view', eid=e.id) }}">{{ e.subject }}</a><br><span class="muted">{{ e.from_name or e.from_addr }} · {{ e.date|dt }}</span></p>
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{% else %}
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<p class="empty">Geen ongelezen berichten.</p>
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{% endfor %}
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<a href="{{ url_for('inbox') }}">Naar inbox</a>
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</div>
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</div>
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</div>
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{% endblock %}
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