ai_ml_operations/print_forge
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ai_ml_operations
2026-09-06 04:27:41 -07:00
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site/leads/templates/leads/detail.html
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{% extends "portal_base.html" %}
{% block title %}{{ lead.contact }} · Lead{% endblock %}
{% block topbar_title %}Lead · {{ lead.contact }}{% endblock %}
{% block portal_content %}
<div class="split">
<div>
<div class="panel">
<div class="panel-h"><h2>Contact</h2></div>
<div class="panel-b form-grid">
<div class="form-grid cols-2">
<div class="field">
<label>Email</label>
<input type="email" value="{{ lead.contact.email }}" readonly>
</div>
<div class="field">
<label>Phone</label>
<input type="text" value="{{ lead.contact.phone }}" readonly>
</div>
</div>
<div class="field">
<label>Message</label>
<textarea readonly style="min-height:120px">{{ lead.message }}</textarea>
</div>
<div class="field">
<label>Status</label>
<input type="text" value="{{ lead.get_status_display }}" readonly>
</div>
<p class="hint-block">Status edits and note posting come next in functionality work.</p>
<a class="btn btn-ghost btn-sm" href="{% url 'leads:list' %}">← Back to inbox</a>
</div>
</div>
<div class="panel">
<div class="panel-h"><h2>Notes</h2></div>
<div class="panel-b">
{% for note in lead.notes.all %}
<div style="font-size:13px;color:#6b7280;margin-bottom:12px">
<strong style="color:#1a1f2c">{% if note.author %}{{ note.author }}{% else %}System{% endif %}</strong>
· {{ note.created_at|date:"M j, g:i A" }} — {{ note.body }}
</div>
{% empty %}
<p class="empty-state" style="padding:0;margin:0 0 12px">No notes yet.</p>
{% endfor %}
</div>
</div>
</div>
<div>
<div class="panel">
<div class="panel-h"><h2>Attribution</h2></div>
<div class="panel-b" style="font-size:14px">
{% if lead.attribution %}
<p>
<strong>utm_source</strong> {{ lead.attribution.utm_source|default:"—" }}<br>
<strong>utm_medium</strong> {{ lead.attribution.utm_medium|default:"—" }}<br>
<strong>utm_campaign</strong> {{ lead.attribution.utm_campaign|default:"—" }}<br>
{% if lead.attribution.visit %}
<strong>Landing</strong> {{ lead.attribution.visit.path|default:"—" }}<br>
<strong>First touch</strong> {{ lead.attribution.visit.created_at|date:"M j, g:i A" }}
{% endif %}
<br><strong>Converted</strong> {{ lead.created_at|date:"M j, g:i A" }}
</p>
{% else %}
<p class="muted">No UTM attribution on this lead.</p>
{% endif %}
</div>
</div>
<div class="panel">
<div class="panel-h"><h2>Linked contact · consent</h2></div>
<div class="panel-b">
<div class="consent-pills">
{% for channel, opted in consent_map.items %}
<span class="badge {% if opted %}badge-optin{% else %}badge-optout{% endif %}">
{{ channel|title }} {% if opted %}on{% else %}off{% endif %}
</span>
{% empty %}
<span class="muted">No consent records.</span>
{% endfor %}
</div>
<p style="font-size:13px;color:#6b7280;margin:12px 0 0">
Form submit defaulted email opt-in with notice. Postcard requires address + separate consent.
</p>
<p style="margin-top:12px">
<a href="{% url 'contacts:detail' lead.contact.pk %}">Open contact record →</a>
</p>
</div>
</div>
</div>
</div>
{% endblock %}
site/leads/templates/leads/list.html
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{% extends "portal_base.html" %}
{% block title %}Leads · Portal{% endblock %}
{% block topbar_title %}Lead inbox{% endblock %}
{% block portal_content %}
<div class="toolbar">
<form class="toolbar-filters" method="get">
<input type="search" name="q" value="{{ q }}" placeholder="Search name or email">
<select name="status">
<option value="">All statuses</option>
{% for value, label in status_choices %}
<option value="{{ value }}" {% if status_filter == value %}selected{% endif %}>{{ label }}</option>
{% endfor %}
</select>
<button class="btn btn-sm btn-ghost" type="submit">Filter</button>
</form>
</div>
<div class="panel">
<div class="panel-b" style="padding:0">
<table class="table">
<thead>
<tr>
<th>Lead</th>
<th>Interest</th>
<th>UTM / source</th>
<th>Status</th>
<th>Received</th>
</tr>
</thead>
<tbody>
{% for lead in leads %}
<tr>
<td>
<a href="{% url 'leads:detail' lead.pk %}">{{ lead.contact }}</a><br>
<span class="muted">{{ lead.contact.email }}{% if lead.contact.phone %} · {{ lead.contact.phone }}{% endif %}</span>
</td>
<td class="muted">{{ lead.message|truncatechars:40|default:"—" }}</td>
<td>
{% if lead.attribution %}
{{ lead.attribution.utm_source|default:"direct" }}
{% if lead.attribution.utm_medium %}/ {{ lead.attribution.utm_medium }}{% endif %}
{% if lead.attribution.utm_campaign %}/ {{ lead.attribution.utm_campaign }}{% endif %}
{% else %}
—
{% endif %}
</td>
<td><span class="badge badge-{{ lead.status }}">{{ lead.get_status_display }}</span></td>
<td>{{ lead.created_at|date:"M j, g:i A" }}</td>
</tr>
{% empty %}
<tr><td colspan="5" class="empty-state">No leads match.</td></tr>
{% endfor %}
</tbody>
</table>
</div>
</div>
{% endblock %}