pitchfast/convex/leads.ts

import { v } from "convex/values";

import { getUsableContactEmailFromEntries } from "../lib/lead-discovery-google";
import { normalizeListLimit } from "./domain";
import type { Doc, Id } from "./_generated/dataModel";
import {
  internalMutation,
  internalQuery,
  mutation,
  query,
} from "./_generated/server";
import type { MutationCtx, QueryCtx } from "./_generated/server";

type LeadDoc = Doc<"leads">;

type LeadReviewContactPatch = {
  email: string;
  normalizedEmail: string;
  emailSource?: string;
  contactPerson?: string;
};

type BuildReviewContactPatchResult = {
  patch?: LeadReviewContactPatch;
  setContactStatus?: LeadDoc["contactStatus"];
};

type LeadReviewPatch = {
  updatedAt: number;
  priority?: LeadDoc["priority"];
  priorityReason?: string;
  contactStatus?: LeadDoc["contactStatus"];
  contactStatusReason?: string;
  notes?: string;
  duplicateStatus?: LeadDoc["duplicateStatus"];
  duplicateReason?: string;
  duplicateOfLeadId?: Id<"leads">;
  blacklistStatus?: LeadDoc["blacklistStatus"];
  blacklistReason?: string;
  email?: string;
  normalizedEmail?: string;
  emailSource?: string;
  contactPerson?: string;
};

type LeadReviewUpdateArgs = {
  id: Id<"leads">;
  priority?: LeadDoc["priority"];
  priorityReason?: string;
  contactStatus?: LeadDoc["contactStatus"];
  contactStatusReason?: string;
  notes?: string;
  duplicateStatus?: LeadDoc["duplicateStatus"];
  duplicateReason?: string;
  blacklistStatus?: LeadDoc["blacklistStatus"];
  blacklistReason?: string;
  duplicateOfLeadId?: Id<"leads">;
  applyBlacklist?: boolean;
  reviewEmail?: string;
  reviewEmailSource?: string;
  reviewContactPerson?: string;
  reviewIsBusinessContactAddress?: boolean;
};

const leadPriority = v.union(
  v.literal("high"),
  v.literal("medium"),
  v.literal("low"),
  v.literal("defer"),
  v.literal("blocked"),
);
const leadContactStatus = v.union(
  v.literal("new"),
  v.literal("missing_contact"),
  v.literal("audit_ready"),
  v.literal("outreach_ready"),
  v.literal("contacted"),
  v.literal("replied"),
  v.literal("do_not_contact"),
);
const leadDuplicateStatus = v.union(
  v.literal("unchecked"),
  v.literal("unique"),
  v.literal("possible_duplicate"),
  v.literal("duplicate"),
);
const leadBlacklistStatus = v.union(v.literal("clear"), v.literal("blocked"));
const reviewUpdateArgs = {
  id: v.id("leads"),
  priority: v.optional(leadPriority),
  priorityReason: v.optional(v.string()),
  contactStatus: v.optional(leadContactStatus),
  contactStatusReason: v.optional(v.string()),
  notes: v.optional(v.string()),
  duplicateStatus: v.optional(leadDuplicateStatus),
  duplicateReason: v.optional(v.string()),
  blacklistStatus: v.optional(leadBlacklistStatus),
  blacklistReason: v.optional(v.string()),
  duplicateOfLeadId: v.optional(v.id("leads")),
  applyBlacklist: v.optional(v.boolean()),
  reviewEmail: v.optional(v.string()),
  reviewEmailSource: v.optional(v.string()),
  reviewContactPerson: v.optional(v.string()),
  reviewIsBusinessContactAddress: v.optional(v.boolean()),
};

const requireOperator = async (ctx: MutationCtx | QueryCtx) => {
  const identity = await ctx.auth.getUserIdentity();
  if (!identity) {
    throw new Error("Nicht autorisiert.");
  }
};

function buildReviewContactPatch(args: {
  email?: string;
  emailSource?: string;
  contactPerson?: string;
  isBusinessContactAddress?: boolean;
  explicitContactStatus?: boolean;
  currentContactStatus?: "new" | "missing_contact" | "audit_ready" | "outreach_ready" | "contacted" | "replied" | "do_not_contact";
}): BuildReviewContactPatchResult | null {
  if (args.email === undefined) {
    return null;
  }

  const usable = getUsableContactEmailFromEntries([
    {
      email: args.email,
      emailSource: args.emailSource,
      contactPerson: args.contactPerson,
      isBusinessContactAddress: args.isBusinessContactAddress,
    },
  ]);

  if (!usable) {
    return {
      setContactStatus: "missing_contact",
    };
  }

  const patch: LeadReviewContactPatch = {
    email: usable.email,
    normalizedEmail: usable.email,
  };

  if (usable.emailSource !== null) {
    patch.emailSource = usable.emailSource;
  }

  if (usable.contactPerson !== null) {
    patch.contactPerson = usable.contactPerson;
  }

  const setContactStatus =
    !args.explicitContactStatus && args.currentContactStatus === "missing_contact"
      ? "new"
      : undefined;

  return ({
    patch,
    setContactStatus,
  });
}

async function reviewUpdateLead(ctx: MutationCtx, args: LeadReviewUpdateArgs) {
  const lead = await ctx.db.get(args.id);

  if (!lead) {
    return null;
  }

  const now = Date.now();
  const patch: LeadReviewPatch = {
    updatedAt: now,
  };

  if (args.priority !== undefined) {
    patch.priority = args.priority;
  }
  if (args.priorityReason !== undefined) {
    patch.priorityReason = args.priorityReason;
  }
  if (args.contactStatus !== undefined) {
    patch.contactStatus = args.contactStatus;
  }
  if (args.contactStatusReason !== undefined) {
    patch.contactStatusReason = args.contactStatusReason;
  }
  if (args.notes !== undefined) {
    patch.notes = args.notes;
  }
  if (args.duplicateStatus !== undefined) {
    patch.duplicateStatus = args.duplicateStatus;
  }
  if (args.duplicateReason !== undefined) {
    patch.duplicateReason = args.duplicateReason;
  }
  if (args.duplicateOfLeadId !== undefined) {
    patch.duplicateOfLeadId = args.duplicateOfLeadId;
  }

  if (args.applyBlacklist) {
    patch.blacklistStatus = "blocked";
    if (args.blacklistReason !== undefined) {
      patch.blacklistReason = args.blacklistReason;
    } else if (lead.blacklistReason === undefined) {
      patch.blacklistReason = "Manuell in der Review als Sperrgrund gesetzt.";
    }
    if (args.priority === undefined || args.priority !== "blocked") {
      patch.priority = "blocked";
    }
  } else if (args.applyBlacklist === false && args.blacklistStatus !== undefined) {
    patch.blacklistStatus = args.blacklistStatus;
    patch.blacklistReason = args.blacklistReason;
  } else if (args.blacklistStatus !== undefined) {
    patch.blacklistStatus = args.blacklistStatus;
    patch.blacklistReason = args.blacklistReason;
  }

  const reviewContactPatch = buildReviewContactPatch({
    email: args.reviewEmail,
    emailSource: args.reviewEmailSource,
    contactPerson: args.reviewContactPerson,
    isBusinessContactAddress: args.reviewIsBusinessContactAddress,
    explicitContactStatus: args.contactStatus !== undefined,
    currentContactStatus: lead.contactStatus,
  });

  if (reviewContactPatch?.patch) {
    Object.assign(patch, reviewContactPatch.patch);
  }

  if (
    reviewContactPatch !== null &&
    reviewContactPatch.setContactStatus !== undefined &&
    args.contactStatus === undefined
  ) {
    patch.contactStatus = reviewContactPatch.setContactStatus;
  }

  if (args.blacklistReason !== undefined && patch.blacklistStatus === undefined) {
    patch.blacklistStatus = "blocked";
    patch.blacklistReason = args.blacklistReason;
  }

  await ctx.db.patch(args.id, patch);
  return args.id;
}

export const create = mutation({
  args: {
    campaignId: v.optional(v.id("campaigns")),
    discoveryRunId: v.optional(v.id("agentRuns")),
    companyName: v.string(),
    niche: v.optional(v.string()),
    address: v.optional(v.string()),
    city: v.optional(v.string()),
    postalCode: v.optional(v.string()),
    googlePlaceId: v.optional(v.string()),
    googleMapsUrl: v.optional(v.string()),
    googlePrimaryType: v.optional(v.string()),
    googleTypes: v.optional(v.array(v.string())),
    googleRating: v.optional(v.number()),
    googleUserRatingCount: v.optional(v.number()),
    googleBusinessStatus: v.optional(v.string()),
    sourceProvider: v.optional(
      v.union(v.literal("google_places"), v.literal("local_business_data")),
    ),
    sourceBusinessId: v.optional(v.string()),
    sourceFetchedAt: v.optional(v.number()),
    websiteUrl: v.optional(v.string()),
    websiteDomain: v.optional(v.string()),
    phone: v.optional(v.string()),
    normalizedEmail: v.optional(v.string()),
    normalizedPhone: v.optional(v.string()),
    normalizedCompanyName: v.optional(v.string()),
    normalizedAddress: v.optional(v.string()),
    email: v.optional(v.string()),
    emailSource: v.optional(v.string()),
    contactPerson: v.optional(v.string()),
    priority: v.optional(leadPriority),
    priorityReason: v.optional(v.string()),
    contactStatus: v.optional(leadContactStatus),
    contactStatusReason: v.optional(v.string()),
    duplicateStatus: v.optional(leadDuplicateStatus),
    duplicateReason: v.optional(v.string()),
    blacklistReason: v.optional(v.string()),
    duplicateOfLeadId: v.optional(v.id("leads")),
    blacklistStatus: v.optional(leadBlacklistStatus),
    normalizedGooglePlaceId: v.optional(v.string()),
    normalizedSourceBusinessId: v.optional(v.string()),
    notes: v.optional(v.string()),
  },
  handler: async (ctx, args) => {
    await requireOperator(ctx);
    const now = Date.now();

    return await ctx.db.insert("leads", {
      ...args,
      normalizedEmail: args.normalizedEmail,
      normalizedPhone: args.normalizedPhone,
      normalizedCompanyName: args.normalizedCompanyName,
      normalizedAddress: args.normalizedAddress,
      normalizedGooglePlaceId: args.normalizedGooglePlaceId,
      normalizedSourceBusinessId: args.normalizedSourceBusinessId,
      priority: args.priority ?? "medium",
      contactStatus: args.contactStatus ?? "new",
      duplicateStatus: args.duplicateStatus ?? "unchecked",
      blacklistStatus: args.blacklistStatus ?? "clear",
      createdAt: now,
      updatedAt: now,
    });
  },
});

export const reviewUpdate = mutation({
  args: reviewUpdateArgs,
  handler: async (ctx, args) => {
    await requireOperator(ctx);
    return await reviewUpdateLead(ctx, args);
  },
});

export const reviewUpdateInternal = internalMutation({
  args: reviewUpdateArgs,
  handler: async (ctx, args) => {
    return await reviewUpdateLead(ctx, args);
  },
});

export const get = query({
  args: { id: v.id("leads") },
  handler: async (ctx, args) => {
    await requireOperator(ctx);
    return await ctx.db.get(args.id);
  },
});

export const getInternal = internalQuery({
  args: { id: v.id("leads") },
  handler: async (ctx, args) => {
    return await ctx.db.get(args.id);
  },
});

export const list = query({
  args: {
    campaignId: v.optional(v.id("campaigns")),
    contactStatus: v.optional(leadContactStatus),
    limit: v.optional(v.number()),
  },
  handler: async (ctx, args) => {
    await requireOperator(ctx);
    const limit = normalizeListLimit(args.limit);

    if (args.campaignId) {
      const campaignId = args.campaignId;

      return await ctx.db
        .query("leads")
        .withIndex("by_campaignId", (q) => q.eq("campaignId", campaignId))
        .order("desc")
        .take(limit);
    }

    if (args.contactStatus) {
      const contactStatus = args.contactStatus;

      return await ctx.db
        .query("leads")
        .withIndex("by_contactStatus", (q) =>
          q.eq("contactStatus", contactStatus),
        )
        .order("desc")
        .take(limit);
    }

    return await ctx.db.query("leads").order("desc").take(limit);
  },
});

export const listFunnel = query({
  args: {
    limit: v.optional(v.number()),
  },
  handler: async (ctx, args) => {
    await requireOperator(ctx);
    const limit = normalizeListLimit(args.limit);
    const leads = await ctx.db.query("leads").order("desc").take(limit);

    return await Promise.all(
      leads.map(async (lead) => {
        const outreach = await ctx.db
          .query("outreachRecords")
          .withIndex("by_leadId", (q) => q.eq("leadId", lead._id))
          .order("desc")
          .take(1);
        const latestOutreach = outreach[0] ?? null;

        return {
          id: lead._id,
          companyName: lead.companyName,
          niche: lead.niche ?? null,
          address: lead.address ?? null,
          city: lead.city ?? null,
          postalCode: lead.postalCode ?? null,
          priority: lead.priority,
          contactStatus: lead.contactStatus,
          blacklistStatus: lead.blacklistStatus,
          email: lead.email ?? null,
          phone: lead.phone ?? null,
          contactPerson: lead.contactPerson ?? null,
          websiteDomain: lead.websiteDomain ?? null,
          outreach: latestOutreach
            ? {
                approvalStatus: latestOutreach.approvalStatus,
                sendStatus: latestOutreach.sendStatus,
                responseStatus: latestOutreach.responseStatus,
                salesStatus: latestOutreach.salesStatus,
                doNotContactUntil: latestOutreach.doNotContactUntil ?? null,
              }
            : null,
        };
      }),
    );
  },
});