Add follow-up status tracking slice

convex/outreach.ts

@@ -1,5 +1,10 @@
 import { v } from "convex/values";
 
+import {
+  DO_NOT_CONTACT_RECHECK_MS,
+  FOLLOW_UP_DUE_DELAY_MS,
+  shouldCreateFollowUpDraftAfterSend,
+} from "../lib/outreach-follow-up";
 import { normalizeListLimit } from "./domain";
 import { internalMutation, mutation, query } from "./_generated/server";
 import type { Doc, Id } from "./_generated/dataModel";
@@ -11,6 +16,19 @@ const strategy = v.union(
   v.literal("defer"),
   v.literal("do_not_contact"),
 );
+const manualSalesStatus = v.union(
+  v.literal("follow_up_planned"),
+  v.literal("follow_up_sent"),
+  v.literal("reply_received"),
+  v.literal("not_interested"),
+  v.literal("later"),
+  v.literal("meeting_scheduled"),
+  v.literal("proposal_requested"),
+  v.literal("proposal_sent"),
+  v.literal("won"),
+  v.literal("lost"),
+  v.literal("do_not_pursue"),
+);
 
 const REVIEW_JOIN_LIMIT = 4;
 
@@ -189,6 +207,9 @@ type OutreachRecordInsertArgs = {
   emailSubject?: string;
   emailBody?: string;
   followUpDraft?: string;
+  followUpDueAt?: number;
+  parentOutreachId?: Id<"outreachRecords">;
+  salesStatus?: "follow_up_planned" | "follow_up_sent";
   now: number;
 };
 
@@ -201,10 +222,12 @@ const buildOutreachRecordsInsertPayload = (args: OutreachRecordInsertArgs) => {
     emailSubject?: string;
     emailBody?: string;
     followUpDraft?: string;
+    followUpDueAt?: number;
+    parentOutreachId?: Id<"outreachRecords">;
     approvalStatus: "draft";
     sendStatus: "not_sent";
     responseStatus: "none";
-    salesStatus: "follow_up_planned";
+    salesStatus: "follow_up_planned" | "follow_up_sent";
     createdAt: number;
     updatedAt: number;
   } = {
@@ -213,7 +236,7 @@ const buildOutreachRecordsInsertPayload = (args: OutreachRecordInsertArgs) => {
     approvalStatus: "draft",
     sendStatus: "not_sent",
     responseStatus: "none",
-    salesStatus: "follow_up_planned",
+    salesStatus: args.salesStatus ?? "follow_up_planned",
     createdAt: args.now,
     updatedAt: args.now,
   };
@@ -233,10 +256,55 @@ const buildOutreachRecordsInsertPayload = (args: OutreachRecordInsertArgs) => {
   if (args.followUpDraft !== undefined) {
     payload.followUpDraft = args.followUpDraft;
   }
+  if (args.followUpDueAt !== undefined) {
+    payload.followUpDueAt = args.followUpDueAt;
+  }
+  if (args.parentOutreachId !== undefined) {
+    payload.parentOutreachId = args.parentOutreachId;
+  }
 
   return payload;
 };
 
+async function createFollowUpDraftAfterInitialSend(
+  ctx: MutationCtx,
+  outreach: Doc<"outreachRecords">,
+  sentAt: number,
+) {
+  const existingFollowUps = await ctx.db
+    .query("outreachRecords")
+    .withIndex("by_parentOutreachId", (q) => q.eq("parentOutreachId", outreach._id))
+    .take(1);
+
+  if (
+    !shouldCreateFollowUpDraftAfterSend({
+      existingFollowUpOutreachCount: existingFollowUps.length,
+      followUpDraft: outreach.followUpDraft,
+      salesStatus: outreach.salesStatus,
+      sendStatus: "sent",
+    })
+  ) {
+    return null;
+  }
+
+  return await ctx.db.insert(
+    "outreachRecords",
+    buildOutreachRecordsInsertPayload({
+      leadId: outreach.leadId,
+      auditId: outreach.auditId,
+      strategy: "email_first",
+      emailSubject: outreach.emailSubject
+        ? `Kurze Nachfrage: ${outreach.emailSubject}`
+        : "Kurze Nachfrage zum Website-Audit",
+      emailBody: outreach.followUpDraft,
+      followUpDraft: outreach.followUpDraft,
+      followUpDueAt: sentAt + FOLLOW_UP_DUE_DELAY_MS,
+      parentOutreachId: outreach._id,
+      now: Date.now(),
+    }),
+  );
+}
+
 export const create = mutation({
   args: {
     leadId: v.id("leads"),
@@ -671,6 +739,7 @@ export const recordEmailSendSuccess = internalMutation({
     await ctx.db.patch(args.id, {
       sendStatus: "sent",
       sentAt: args.sentAt,
+      ...(outreach.parentOutreachId ? { salesStatus: "follow_up_sent" as const } : {}),
       updatedAt: now,
     });
 
@@ -729,6 +798,64 @@ export const recordEmailSendSuccess = internalMutation({
     }
 
     await ctx.db.insert("outreachSendAttempts", attempt);
+    await createFollowUpDraftAfterInitialSend(ctx, outreach, args.sentAt);
+  },
+});
+
+export const updateManualSalesStatus = mutation({
+  args: {
+    id: v.id("outreachRecords"),
+    salesStatus: manualSalesStatus,
+  },
+  handler: async (ctx, args) => {
+    await requireOperator(ctx);
+
+    const outreach = await ctx.db.get(args.id);
+    if (!outreach) {
+      throw new Error("Outreach-Datensatz wurde nicht gefunden.");
+    }
+
+    const now = Date.now();
+    const outreachPatch: {
+      salesStatus: typeof args.salesStatus;
+      responseStatus?: "none" | "manual_reply_recorded" | "no_interest" | "follow_up_needed";
+      doNotContactUntil?: number;
+      updatedAt: number;
+    } = {
+      salesStatus: args.salesStatus,
+      updatedAt: now,
+    };
+    const leadPatch: {
+      contactStatus?: "contacted" | "replied" | "do_not_contact";
+      updatedAt: number;
+    } = {
+      updatedAt: now,
+    };
+
+    if (args.salesStatus === "reply_received") {
+      outreachPatch.responseStatus = "manual_reply_recorded";
+      leadPatch.contactStatus = "replied";
+    }
+
+    if (args.salesStatus === "not_interested") {
+      outreachPatch.responseStatus = "no_interest";
+      leadPatch.contactStatus = "contacted";
+    }
+
+    if (args.salesStatus === "do_not_pursue") {
+      outreachPatch.responseStatus = "no_interest";
+      outreachPatch.doNotContactUntil = now + DO_NOT_CONTACT_RECHECK_MS;
+      leadPatch.contactStatus = "do_not_contact";
+    }
+
+    await ctx.db.patch(args.id, outreachPatch);
+    await ctx.db.patch(outreach.leadId, leadPatch);
+
+    return {
+      id: args.id,
+      salesStatus: args.salesStatus,
+      doNotContactUntil: outreachPatch.doNotContactUntil ?? null,
+    };
   },
 });
 

convex/schema.ts

@@ -484,11 +484,14 @@ export default defineSchema({
     emailSubject: v.optional(v.string()),
     emailBody: v.optional(v.string()),
     followUpDraft: v.optional(v.string()),
+    followUpDueAt: v.optional(v.number()),
+    parentOutreachId: v.optional(v.id("outreachRecords")),
     approvalStatus: outreachApprovalStatus,
     sendStatus: outreachSendStatus,
     sentAt: v.optional(v.number()),
     responseStatus: outreachResponseStatus,
     salesStatus: outreachSalesStatus,
+    doNotContactUntil: v.optional(v.number()),
     createdAt: v.number(),
     updatedAt: v.number(),
   })
@@ -502,7 +505,8 @@ export default defineSchema({
       "updatedAt",
     ])
     .index("by_sendStatus", ["sendStatus"])
-    .index("by_sendStatus_and_updatedAt", ["sendStatus", "updatedAt"]),
+    .index("by_sendStatus_and_updatedAt", ["sendStatus", "updatedAt"])
+    .index("by_parentOutreachId", ["parentOutreachId"]),
 
   outreachSendAttempts: defineTable({
     outreachId: v.id("outreachRecords"),