User Flow
Mickael Rutembya · Flow Atlas
Owner Contracts
/owner/contracts/<reference>/ ↗
Owner inspects a generated contract: parties, financial summary, clauses, rationale levers, cross-sell annex, and signature blocks. Can print or save as PDF.
User intent
What the owner is trying to do
« I want to read the contract draft, verify the terms, and send it to the client for review. »
Entry points
| Element | Destination |
|---|
| Lead detail "Contrat de prestation" list | /owner/contracts/<reference>/ |
| Back link "← Retour au lead" | /owner/leads/<pk>/ |
| Print "Imprimer / PDF" | Opens browser print dialog |
Flow
Adjacent routes — click a node to open it.userflow
flowchart LR
Start(["Owner generates contract"]) --> ContractView["/owner/contracts/
/"]
ContractView --> BackLead["/owner/leads//"]
ContractView --> Print["Print / Save PDF"]
ContractView --> AdminRecord["/admin/billing/generatedcontract//change/"]
BackLead --> LeadDetail["/owner/leads//"]
LeadDetail --> Radar["/owner/leads/"]
LeadDetail --> Dashboard["/owner/"]
ContractView --> End(["Contract sent to client"])
click ContractView "https://mickael-umt.com/owner/contracts/CON-001/" "Open Contract"
click LeadDetail "https://mickael-umt.com/owner/leads/1/" "Open Lead"
click Radar "https://mickael-umt.com/owner/leads/" "Open Radar"
click End "https://mickael-umt.com/owner/contracts/CON-001/" "Open Contract"
Screen inventory
| ID | Screen | User task |
|---|
| P0 | Contract view | Read contract, verify terms, print/PDF |
| P1 | Lead detail | Return to lead for further assessment |
| P2 | Qualification radar | Browse other leads |
Flow scenario
Scenario O4
Owner reviews and sends contract draft
Trigger
- Owner generated contract from lead detail
- Opens contract reference to review before sending
Experience
- Contract view loads: parties, financial summary, clauses with rationale.
- Owner reviews cross-sell annex and signature blocks.
- Clicks "Imprimer / PDF" to save or print.
- Sends PDF to client for review.
Trust and safety rules
- Contract is a draft only; it explicitly states it is not legal advice.
- Rationale levers ("Levier — ...") are internal notes hidden from print output.
- Contract references are stable and unguessable.
- Staff-only access; no public endpoint exposes contract data.
Interaction rules
- Print stylesheet hides contract-rationale, site header, and site footer.
- All amounts come from the assessment; editing the contract does not change the quote.
- Contract generation requires a saved assessment on the lead.
Result states
| State | What the owner sees | What happens next |
|---|
| Reviewing | Full contract document with parties, clauses, financials | Owner prints or saves PDF |
| Sent | PDF delivered to client | Client reviews and signs; owner follows up via email |