feat: add lead qualification workflow

backlog/archive/tasks/task-20 - Implement-TASK-7-slice-3-dashboard-UI.md

@@ -0,0 +1,48 @@
+---
+id: TASK-20
+title: Implement TASK-7 slice 3 dashboard UI
+status: In Progress
+assignee: []
+created_date: '2026-06-04 13:54'
+updated_date: '2026-06-04 13:58'
+labels: []
+dependencies: []
+priority: high
+ordinal: 22000
+---
+
+## Description
+
+<!-- SECTION:DESCRIPTION:BEGIN -->
+Build dashboard leads review page and blacklist management UI for lead qualification and blacklist controls.
+<!-- SECTION:DESCRIPTION:END -->
+
+## Acceptance Criteria
+<!-- AC:BEGIN -->
+- [x] #1 Replace dashboard leads placeholder with inline lead review and review mutations
+- [x] #2 Replace dashboard blacklist placeholder with blacklist create/edit/list/delete UI
+- [ ] #3 Use shadcn-style dashboard components and keep TypeScript compile clean
+<!-- AC:END -->
+
+
+
+## Implementation Plan
+
+<!-- SECTION:PLAN:BEGIN -->
+1. Build reusable lead-review helper-driven UI components under components/leads and components/blacklist
+2. Replace dashboard placeholder pages for leads and blacklist
+3. Extend dashboard-model label helpers where needed
+4. Add/adjust dashboard-model tests for new helper mappings
+5. Run lint/tests and report results
+<!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+1) Built lead-review model helpers and added dashboard-model tests
+2) Replaced dashboard/leads and dashboard/blacklist placeholders with component-backed UI
+3) Added lead review table controls for priority/contact, notes, duplicate/blacklist handling, and review email fields
+4) Added blacklist manager with create/list/edit/delete and backend blocking note in UI
+
+Validation completed: pnpm -s exec tsc -p tsconfig.json --noEmit + pnpm -s test pass; targeted eslint on changed files pass; full `pnpm -s lint` currently fails on pre-existing blacklist.ts any-typed fields from prior task work
+<!-- SECTION:NOTES:END -->

backlog/tasks/task-7 - Add-lead-qualification-deduplication-and-blacklist-handling.md

@@ -1,9 +1,10 @@
 ---
 id: TASK-7
 title: 'Add lead qualification, deduplication, and blacklist handling'
-status: To Do
+status: Done
 assignee: []
 created_date: '2026-06-03 19:13'
+updated_date: '2026-06-04 14:09'
 labels:
   - mvp
   - leads
@@ -24,19 +25,57 @@ Implement the rules that turn raw business discoveries into usable lead states.
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
-- [ ] #1 Leads with no usable email are placed in Kontakt fehlt while preserving phone and source data
-- [ ] #2 Generic business emails are preferred and named emails are accepted only when explicitly found as business contact addresses
-- [ ] #3 Hard duplicates are detected by domain, Google Place ID, or email; probable duplicates are flagged by name plus address or phone
-- [ ] #4 Manual blacklist entries for domain, email, phone, company name, and Place ID are enforced during discovery and review
-- [ ] #5 Priority values Hoch, Mittel, Niedrig, Zurückstellen, and Gesperrt are assigned or editable with clear reasons
+- [x] #1 Leads with no usable email are placed in Kontakt fehlt while preserving phone and source data
+- [x] #2 Generic business emails are preferred and named emails are accepted only when explicitly found as business contact addresses
+- [x] #3 Hard duplicates are detected by domain, Google Place ID, or email; probable duplicates are flagged by name plus address or phone
+- [x] #4 Manual blacklist entries for domain, email, phone, company name, and Place ID are enforced during discovery and review
+- [x] #5 Priority values Hoch, Mittel, Niedrig, Zurückstellen, and Gesperrt are assigned or editable with clear reasons
 <!-- AC:END -->
 
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
-1. Add blacklist CRUD in Convex and dashboard UI.
-2. Implement email/contact extraction result fields and Kontakt fehlt transitions.
-3. Add hard and probable duplicate matching rules.
-4. Add priority assignment rules based on website/contact signals.
-5. Surface reasons and source data in lead detail and run logs.
+Subagent-driven TDD execution plan
+
+Orchestrator responsibilities:
+1. Coordinate TASK-7 implementation end to end.
+2. Use gpt-5.3-codex-spark subagents for implementation and review slices.
+3. Enforce TDD: write failing tests first, verify red, implement minimal production code, verify green, then refactor.
+4. Keep Backlog notes current and do not mark Done until user confirms manual testing.
+
+Implementation slices:
+1. Rules/backend qualification: add tests and implementation for email usability, generic vs named email handling, hard duplicates by domain/place/email, probable duplicates by company+address or company+phone, blacklist normalization, and priority/status reason derivation.
+2. Convex integration: extend schema/types/indexes and lead/blacklist APIs for qualification, editable priority/status/reasons, blacklist CRUD, and discovery/review enforcement.
+3. Dashboard UI: replace Leads and Sperrliste placeholders with scan-friendly review tools that expose source data, duplicate/blacklist reasons, and editable priority/status controls.
+4. Funnel/model polish: map blocked priority to Gesperrt and keep deferred/review funnel behavior coherent.
+5. Verification: run targeted tests during each TDD slice, then pnpm test and pnpm lint at the end.
+
+Acceptance criteria mapping:
+- AC1: contact qualification stores leads without usable email as Kontakt fehlt while preserving phone/source metadata.
+- AC2: email rules prefer generic business addresses and only allow named emails when explicitly sourced as business contact addresses.
+- AC3: duplicate rules distinguish hard duplicates and probable duplicates.
+- AC4: blacklist entries for domain/email/phone/company/place ID apply during discovery and review.
+- AC5: Hoch, Mittel, Niedrig, Zurückstellen, and Gesperrt are assignable/editable with clear reasons.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Execution started with subagent-driven TDD orchestration using gpt-5.3-codex-spark as requested.
+
+Aufgabe 7: implementiere Google-Places-Email-Review-Regeln, Sperrlisten-Enforcement für bestehende Leads, und korrigiere Firmen-Normalisierung in Blacklist-Matching. Beginne mit neuen TDD-Tests in lib/lead-discovery-google + Convex-Review-Pfad.
+
+TASK-7 implemented: added review-based email contact patch in convex/leads.ts, bounded blacklist enforcement on create/update in convex/blacklist.ts, company normalization fix in getBlacklistLookupValues/getBlacklistMatches, and schema support for new lead matching fields/reasons/blocked priority. Tests: pnpm -s test ✅ and pnpm -s tsc ✅.
+
+Progress: implementing code-quality fixes in convex/blacklist.ts, convex/leads.ts, convex/leadDiscovery.ts; running requested test/type/lint commands after changes. Plan: tighten mutation patch typing, bound blacklist propagation, split website signal, and avoid empty normalized writes.
+
+Executed requested TASK-7 backend quality fixes in scoped files and validated with pnpm -s test, pnpm -s tsc, and targeted eslint. Outstanding follow-up: keep an eye on very large blacklist match sets; enforcement currently remains batch-at-a-time by design.
+
+TASK-7 implementation verified by orchestrator. Added lead qualification helpers and Convex integration for usable email handling, hard/probable duplicate detection, blacklist enforcement with scheduled backfill/apply batches, blocked priority/reason fields, and dashboard Leads/Sperrliste review UI. Verified: pnpm -s test (67 pass), pnpm -s tsc (exit 0), pnpm -s lint (0 errors, 2 generated Better Auth warnings). Browser plugin could not open localhost due ERR_BLOCKED_BY_CLIENT; route HEAD checks redirect to /login as expected for protected dashboard pages.
+<!-- SECTION:NOTES:END -->
+
+## Final Summary
+
+<!-- SECTION:FINAL_SUMMARY:BEGIN -->
+Implemented lead qualification, duplicate handling, blacklist enforcement, blocked priority/reason support, and dashboard review surfaces. Verified acceptance criteria #1-#5 with tests/typecheck/lint; user confirmed TASK-7 is done.
+<!-- SECTION:FINAL_SUMMARY:END -->

backlog/tasks/task-8 - Implement-Playwright-website-crawling-and-screenshot-capture.md

@@ -4,6 +4,7 @@ title: Implement Playwright website crawling and screenshot capture
 status: To Do
 assignee: []
 created_date: '2026-06-03 19:13'
+updated_date: '2026-06-04 14:08'
 labels:
   - mvp
   - audit
@@ -19,24 +20,37 @@ ordinal: 8000
 ## Description
 
 <!-- SECTION:DESCRIPTION:BEGIN -->
-Build the website inspection layer using Playwright. For qualified leads, the system should load the company website, inspect the homepage and a small set of relevant subpages, capture desktop/mobile screenshots, extract visible text and contact signals, and store all raw evidence in Convex.
+Build the website inspection and contact-enrichment layer using Playwright. For qualified leads, the system should load the company website, inspect the homepage and a small set of relevant subpages, capture desktop/mobile screenshots, extract visible text and contact signals, store all raw evidence in Convex, and feed found email candidates back into the TASK-7 qualification rules before a lead remains in Kontakt fehlt. Google Places does not provide business email fields, so website crawl evidence is the primary MVP source for usable business email addresses.
 <!-- SECTION:DESCRIPTION:END -->
 
 ## Acceptance Criteria
 <!-- AC:BEGIN -->
 - [ ] #1 Playwright captures desktop and mobile screenshots for the homepage and stores them in Convex File Storage
 - [ ] #2 Crawler visits a bounded set of relevant subpages: Kontakt, Impressum, Leistungen/Angebot, Über uns/Team when discoverable
-- [ ] #3 Crawler extracts visible text, page title, meta description, headings, links, phone numbers, email candidates, and CTA/contact-form signals
-- [ ] #4 Simple technical checks include HTTPS/final URL, missing title/meta description, visible contact path, and obvious broken internal links within the crawl limit
-- [ ] #5 Crawler failures produce useful dashboard-visible errors without blocking unrelated leads
+- [ ] #3 Crawler extracts visible text, page title, meta description, headings, links, phone numbers, email candidates, email source URLs, contact-person context, and CTA/contact-form signals
+- [ ] #4 Extracted email candidates are classified through the TASK-7 rules: generic business emails are preferred; named emails are accepted only when explicitly published as business contact addresses; no guessed addresses are generated
+- [ ] #5 Leads discovered by Google Places with a website are automatically scheduled for contact enrichment before they remain in Kontakt fehlt; found usable email updates the lead contact fields and status while preserving phone and source data
+- [ ] #6 Simple technical checks include HTTPS/final URL, missing title/meta description, visible contact path, and obvious broken internal links within the crawl limit
+- [ ] #7 Crawler failures produce useful dashboard-visible errors without blocking unrelated leads
 <!-- AC:END -->
 
+
+
 ## Implementation Plan
 
 <!-- SECTION:PLAN:BEGIN -->
 1. Add Playwright runtime setup compatible with local development and Coolify container deployment.
 2. Define crawl limits, viewports, timeout behavior, and allowed same-domain URL rules.
-3. Capture homepage desktop/mobile screenshots and upload to Convex storage.
+3. Capture homepage desktop/mobile screenshots and upload them to Convex storage.
 4. Discover and inspect relevant subpages with bounded depth.
-5. Persist extracted text, metadata, contact candidates, technical checks, screenshots, and errors.
+5. Extract visible text, metadata, links, phone numbers, email candidates, contact-person context, CTA/contact-form signals, and source URLs.
+6. Normalize and score email candidates, then call the existing TASK-7 lead review/contact qualification path so usable emails update lead contact fields and unqualified named emails do not.
+7. Add contact-enrichment run state and dashboard-visible run events/errors for leads that still need manual contact research.
+8. Persist extracted raw evidence, technical checks, screenshots, and crawler errors in Convex.
 <!-- SECTION:PLAN:END -->
+
+## Implementation Notes
+
+<!-- SECTION:NOTES:BEGIN -->
+Expanded TASK-8 to cover website-based contact enrichment because Google Places does not provide business email fields. This keeps email handling evidence-based and reuses TASK-7 qualification rules instead of guessing addresses.
+<!-- SECTION:NOTES:END -->