feat: build audit outreach review workspace

This commit is contained in:
Matthias
2026-06-05 16:47:22 +02:00
parent 1feccb9bdf
commit 5a42c637c6
15 changed files with 1786 additions and 38 deletions

View File

@@ -0,0 +1,647 @@
"use client";
import { useMemo, useState } from "react";
import { useMutation, useQuery } from "convex/react";
import type { FunctionReturnType } from "convex/server";
import { ChevronDown, ChevronRight, ExternalLink, MailCheck, Save } from "lucide-react";
import Link from "next/link";
import { api } from "@/convex/_generated/api";
import { Badge } from "@/components/ui/badge";
import { Button } from "@/components/ui/button";
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
import { Input } from "@/components/ui/input";
import { Skeleton } from "@/components/ui/skeleton";
import { cn } from "@/lib/utils";
type ReviewWorkspaceListResult = FunctionReturnType<
typeof api.outreach.listReviewWorkspace
>;
type ReviewWorkspaceItem = NonNullable<ReviewWorkspaceListResult>[number];
type UsedSkill = ReviewWorkspaceItem["usedSkills"][number];
type DraftState = {
auditBody: string;
auditSummary: string;
emailBody: string;
emailSubject: string;
followUpDraft: string;
phoneScript: string;
};
const emptyDraft: DraftState = {
auditBody: "",
auditSummary: "",
emailBody: "",
emailSubject: "",
followUpDraft: "",
phoneScript: "",
};
const textAreaClassName =
"min-h-24 w-full rounded-md border border-input bg-background px-2.5 py-2 text-sm text-foreground placeholder:text-muted-foreground focus-visible:border-ring focus-visible:ring-3 focus-visible:ring-ring/50 focus-visible:outline-none disabled:cursor-not-allowed disabled:opacity-50";
function getDraft(record: ReviewWorkspaceItem): DraftState {
const outreach = record.latestOutreach;
return {
auditBody: record.audit?.publicBody ?? "",
auditSummary: record.audit?.publicSummary ?? "",
emailBody: outreach?.emailBody ?? "",
emailSubject: outreach?.emailSubject ?? "",
followUpDraft: outreach?.followUpDraft ?? "",
phoneScript: outreach?.phoneScript ?? "",
};
}
function compactText(value?: string | null, fallback = "Offen") {
const trimmed = value?.trim();
return trimmed ? trimmed : fallback;
}
function formatStrategy(strategy?: string | null) {
const labels: Record<string, string> = {
call_first: "Erst anrufen",
defer: "Zurückstellen",
do_not_contact: "Nicht kontaktieren",
email_first: "Erst E-Mail",
};
return strategy ? labels[strategy] ?? strategy : "Strategie offen";
}
function formatRaw(value: unknown) {
if (value === undefined || value === null) {
return "Keine Rohdaten vorhanden.";
}
return JSON.stringify(value, null, 2);
}
function skillLabel(skill: UsedSkill) {
const name = compactText(skill?.name, "Skill");
return skill.category ? `${name} · ${skill.category}` : name;
}
function DetailToggle({
isOpen,
label,
onClick,
}: {
isOpen: boolean;
label: string;
onClick: () => void;
}) {
const Icon = isOpen ? ChevronDown : ChevronRight;
return (
<Button
aria-expanded={isOpen}
onClick={onClick}
size="sm"
type="button"
variant="outline"
>
<Icon className="size-3.5" />
{label}
</Button>
);
}
function FieldPair({ label, value }: { label: string; value?: string | null }) {
return (
<div className="min-w-0">
<dt className="text-xs font-medium text-muted-foreground">{label}</dt>
<dd className="mt-1 break-words text-sm">{compactText(value)}</dd>
</div>
);
}
function WorkspaceLoading() {
return (
<section className="space-y-4">
<header className="space-y-2">
<p className="text-sm text-muted-foreground">Interne Outreach-Prüfung</p>
<h1 className="text-2xl font-semibold tracking-normal">Review Workspace</h1>
</header>
<div className="space-y-3">
{Array.from({ length: 3 }, (_, index) => (
<Skeleton className="h-56 rounded-lg" key={index} />
))}
</div>
</section>
);
}
export function OutreachReviewWorkspace() {
const records = useQuery(api.outreach.listReviewWorkspace, { limit: 100 });
const saveReviewDraft = useMutation(api.outreach.saveReviewDraft);
const approveEmailDraft = useMutation(api.outreach.approveEmailDraft);
const savePublicAuditContent = useMutation(api.audits.savePublicAuditContent);
const publishPublicAudit = useMutation(api.audits.publishPublicAudit);
const [drafts, setDrafts] = useState<Record<string, DraftState>>({});
const [openSources, setOpenSources] = useState<Record<string, boolean>>({});
const [openRaw, setOpenRaw] = useState<Record<string, boolean>>({});
const [busyAction, setBusyAction] = useState<string | null>(null);
const [notice, setNotice] = useState<string | null>(null);
const rows = useMemo(() => records ?? [], [records]);
if (records === undefined) {
return <WorkspaceLoading />;
}
if (rows.length === 0) {
return (
<section className="space-y-4">
<header className="space-y-2">
<p className="text-sm text-muted-foreground">Interne Outreach-Prüfung</p>
<h1 className="text-2xl font-semibold tracking-normal">Review Workspace</h1>
</header>
<Card>
<CardContent className="p-4">
<p className="text-sm font-medium">Keine offenen Reviews</p>
<p className="mt-1 text-sm text-muted-foreground">
Sobald Audit- und Outreach-Entwürfe bereitstehen, erscheinen sie hier.
</p>
</CardContent>
</Card>
</section>
);
}
const updateDraft = (
id: string,
field: keyof DraftState,
value: string,
) => {
const record = rows.find((row) => row.id === id);
setDrafts((current) => ({
...current,
[id]: {
...(current[id] ?? (record ? getDraft(record) : emptyDraft)),
[field]: value,
},
}));
};
const saveAudit = async (record: ReviewWorkspaceItem) => {
const auditId = record.audit?._id;
if (!auditId) {
setNotice("Audit kann ohne Audit-ID nicht gespeichert werden.");
return;
}
setBusyAction(`${record.id}:audit-save`);
setNotice(null);
try {
const draft = drafts[record.id] ?? getDraft(record);
await savePublicAuditContent({
id: auditId,
publicBody: draft.auditBody,
publicSummary: draft.auditSummary,
});
setNotice("Audit-Änderungen gespeichert.");
} catch {
setNotice("Audit-Änderungen konnten nicht gespeichert werden.");
} finally {
setBusyAction(null);
}
};
const publishAudit = async (record: ReviewWorkspaceItem) => {
const auditId = record.audit?._id;
if (!auditId) {
setNotice("Audit kann ohne Audit-ID nicht veröffentlicht werden.");
return;
}
setBusyAction(`${record.id}:audit-publish`);
setNotice(null);
try {
const draft = drafts[record.id] ?? getDraft(record);
await savePublicAuditContent({
id: auditId,
publicBody: draft.auditBody,
publicSummary: draft.auditSummary,
});
await publishPublicAudit({ id: auditId });
setNotice("Audit veröffentlicht.");
} catch {
setNotice("Audit konnte nicht veröffentlicht werden.");
} finally {
setBusyAction(null);
}
};
const saveOutreach = async (record: ReviewWorkspaceItem) => {
const outreach = record.latestOutreach;
if (!outreach) {
setNotice("Outreach-Entwurf kann ohne Outreach-ID nicht gespeichert werden.");
return;
}
const draft = drafts[record.id] ?? getDraft(record);
const strategy = outreach.strategy;
const hasCallablePhone =
Boolean(record.lead?.phone) &&
(strategy === "call_first" ||
record.lead?.contactStatus === "missing_contact");
setBusyAction(`${record.id}:outreach-save`);
setNotice(null);
try {
await saveReviewDraft({
id: outreach._id,
strategy,
emailBody: draft.emailBody,
emailSubject: draft.emailSubject,
followUpDraft: draft.followUpDraft,
...(hasCallablePhone ? { phoneScript: draft.phoneScript } : {}),
});
setNotice("Outreach-Entwurf gespeichert.");
} catch {
setNotice("Outreach-Entwurf konnte nicht gespeichert werden.");
} finally {
setBusyAction(null);
}
};
const approveEmail = async (record: ReviewWorkspaceItem) => {
const outreach = record.latestOutreach;
if (!outreach) {
setNotice("E-Mail kann ohne Outreach-ID nicht freigegeben werden.");
return;
}
const draft = drafts[record.id] ?? getDraft(record);
const strategy = outreach.strategy;
const hasCallablePhone =
Boolean(record.lead?.phone) &&
(strategy === "call_first" ||
record.lead?.contactStatus === "missing_contact");
setBusyAction(`${record.id}:email-approval`);
setNotice(null);
try {
await saveReviewDraft({
id: outreach._id,
strategy,
emailBody: draft.emailBody,
emailSubject: draft.emailSubject,
followUpDraft: draft.followUpDraft,
...(hasCallablePhone ? { phoneScript: draft.phoneScript } : {}),
});
await approveEmailDraft({ id: outreach._id });
setNotice("E-Mail freigegeben.");
} catch {
setNotice("E-Mail konnte nicht freigegeben werden.");
} finally {
setBusyAction(null);
}
};
return (
<section className="space-y-4">
<header className="space-y-2">
<p className="text-sm text-muted-foreground">Interne Outreach-Prüfung</p>
<h1 className="text-2xl font-semibold tracking-normal">Review Workspace</h1>
<p className="max-w-3xl text-sm text-muted-foreground">
Audits, E-Mail-Empfehlung und Telefonnotizen prüfen, bevor etwas öffentlich
wird oder eine Freigabe erhält.
</p>
</header>
{notice ? (
<p className="rounded-md border bg-muted/30 px-3 py-2 text-sm">{notice}</p>
) : null}
<div className="space-y-3">
{rows.map((record) => {
const draft = drafts[record.id] ?? getDraft(record);
const lead = record.lead;
const audit = record.audit;
const outreach = record.latestOutreach;
const strategy = outreach?.strategy;
const contactSources = [
lead.email ? `E-Mail: ${lead.email}` : null,
lead.phone ? `Telefon: ${lead.phone}` : null,
...record.sourceSummaries.emailCandidates.map(
(candidate) =>
`${candidate.email} · ${candidate.emailSource}${
candidate.accepted ? " · akzeptiert" : ""
}`,
),
].filter((source): source is string => Boolean(source));
const skills = record.usedSkills;
const hasCallablePhone =
Boolean(lead?.phone) &&
(strategy === "call_first" ||
lead?.contactStatus === "missing_contact");
const publicAuditHref = audit?.slug ? `/audit/${audit.slug}` : null;
return (
<Card className="overflow-hidden" key={record.id}>
<CardHeader className="gap-3 border-b bg-muted/20 p-4">
<div className="flex flex-col gap-3 lg:flex-row lg:items-start lg:justify-between">
<div className="min-w-0 space-y-1">
<CardTitle className="break-words text-lg">
{compactText(lead?.companyName, "Unbenannter Lead")}
</CardTitle>
<p className="break-all text-sm text-muted-foreground">
{compactText(
lead?.websiteDomain ?? lead?.websiteUrl,
"Keine Domain",
)}
</p>
</div>
<div className="flex flex-wrap gap-2">
<Badge variant="secondary">{formatStrategy(strategy)}</Badge>
<Badge variant="outline">
{compactText(lead?.contactStatus, "Kontaktstatus offen")}
</Badge>
<Badge variant="outline">
{compactText(audit?.status, "Auditstatus offen")}
</Badge>
</div>
</div>
</CardHeader>
<CardContent className="space-y-5 p-4">
<section className="grid gap-4 lg:grid-cols-[minmax(0,0.8fr)_minmax(0,1.2fr)]">
<div className="space-y-3">
<h2 className="text-sm font-semibold">Lead-Details</h2>
<dl className="grid gap-3 sm:grid-cols-2">
<FieldPair label="Nische" value={lead?.niche} />
<FieldPair
label="Ort"
value={[lead?.postalCode, lead?.city].filter(Boolean).join(" ")}
/>
<FieldPair label="Ansprechperson" value={lead?.contactPerson} />
<FieldPair label="E-Mail" value={lead?.email} />
<FieldPair label="Telefon" value={lead?.phone} />
<FieldPair label="Quelle" value={lead?.googleMapsUrl} />
</dl>
<div className="space-y-1">
<h3 className="text-xs font-medium text-muted-foreground">
Prioritätsgrund
</h3>
<p className="break-words text-sm">
{compactText(lead?.priorityReason)}
</p>
</div>
<div className="space-y-1">
<h3 className="text-xs font-medium text-muted-foreground">
Kontaktstrategie
</h3>
<p className="text-sm">{formatStrategy(strategy)}</p>
</div>
</div>
<div className="space-y-3">
<div className="flex flex-wrap items-center justify-between gap-2">
<h2 className="text-sm font-semibold">Audit-Zusammenfassung</h2>
{publicAuditHref ? (
<Button asChild size="sm" type="button" variant="outline">
<Link href={publicAuditHref}>
<ExternalLink className="size-3.5" />
Public-Audit
</Link>
</Button>
) : (
<span className="text-sm text-muted-foreground">
Public-Audit ohne Slug
</span>
)}
</div>
<label className="block space-y-1">
<span className="text-xs font-medium text-muted-foreground">
Public-Audit Slug
</span>
<span className="block break-all text-sm">
{compactText(audit?.slug, "Slug offen")}
</span>
</label>
<label className="block space-y-1">
<span className="text-xs font-medium text-muted-foreground">
Audit Kurzfassung
</span>
<textarea
className={cn(textAreaClassName, "min-h-20")}
onChange={(event) =>
updateDraft(record.id, "auditSummary", event.target.value)
}
value={draft.auditSummary}
/>
</label>
<label className="block space-y-1">
<span className="text-xs font-medium text-muted-foreground">
Audit öffentlicher Text
</span>
<textarea
className={cn(textAreaClassName, "min-h-28")}
onChange={(event) =>
updateDraft(record.id, "auditBody", event.target.value)
}
value={draft.auditBody}
/>
</label>
<div className="flex flex-wrap gap-2">
<Button
disabled={busyAction === `${record.id}:audit-save`}
onClick={() => saveAudit(record)}
size="sm"
type="button"
variant="outline"
>
<Save className="size-3.5" />
Änderungen speichern
</Button>
<Button
disabled={busyAction === `${record.id}:audit-publish`}
onClick={() => publishAudit(record)}
size="sm"
type="button"
>
Audit veröffentlichen
</Button>
</div>
</div>
</section>
<section className="grid gap-4 lg:grid-cols-[minmax(0,1fr)_minmax(0,1fr)]">
<div className="space-y-3">
<h2 className="text-sm font-semibold">Empfohlene E-Mail</h2>
<label className="block space-y-1">
<span className="text-xs font-medium text-muted-foreground">
E-Mail-Betreff
</span>
<Input
aria-label="E-Mail-Betreff"
onChange={(event) =>
updateDraft(record.id, "emailSubject", event.target.value)
}
value={draft.emailSubject}
/>
</label>
<label className="block space-y-1">
<span className="text-xs font-medium text-muted-foreground">
E-Mail-Text
</span>
<textarea
aria-label="E-Mail-Text"
className={cn(textAreaClassName, "min-h-40")}
onChange={(event) =>
updateDraft(record.id, "emailBody", event.target.value)
}
value={draft.emailBody}
/>
</label>
<div className="flex flex-wrap gap-2">
<Button
disabled={busyAction === `${record.id}:outreach-save`}
onClick={() => saveOutreach(record)}
size="sm"
type="button"
variant="outline"
>
<Save className="size-3.5" />
Änderungen speichern
</Button>
<Button
disabled={busyAction === `${record.id}:email-approval`}
onClick={() => approveEmail(record)}
size="sm"
type="button"
>
<MailCheck className="size-3.5" />
E-Mail freigeben
</Button>
</div>
</div>
<div className="space-y-3">
<h2 className="text-sm font-semibold">Telefon & Follow-up</h2>
{hasCallablePhone ? (
<label className="block space-y-1">
<span className="text-xs font-medium text-muted-foreground">
Telefon-Skript
</span>
<textarea
className={cn(textAreaClassName, "min-h-32")}
onChange={(event) =>
updateDraft(record.id, "phoneScript", event.target.value)
}
value={draft.phoneScript}
/>
</label>
) : (
<p className="rounded-md border bg-muted/20 px-3 py-2 text-sm text-muted-foreground">
Kein Telefon-Skript erforderlich.
</p>
)}
<label className="block space-y-1">
<span className="text-xs font-medium text-muted-foreground">
Follow-up-Draft
</span>
<textarea
className={cn(textAreaClassName, "min-h-28")}
onChange={(event) =>
updateDraft(record.id, "followUpDraft", event.target.value)
}
value={draft.followUpDraft}
/>
</label>
</div>
</section>
<section className="space-y-3">
<div className="flex flex-wrap gap-2">
<DetailToggle
isOpen={Boolean(openSources[record.id])}
label="Quellen anzeigen"
onClick={() =>
setOpenSources((current) => ({
...current,
[record.id]: !current[record.id],
}))
}
/>
<DetailToggle
isOpen={Boolean(openRaw[record.id])}
label="Raw anzeigen"
onClick={() =>
setOpenRaw((current) => ({
...current,
[record.id]: !current[record.id],
}))
}
/>
</div>
{openSources[record.id] ? (
<div className="grid gap-3 rounded-md border bg-muted/20 p-3 lg:grid-cols-2">
<div className="min-w-0 space-y-2">
<h2 className="text-sm font-semibold">Kontaktquellen</h2>
{contactSources.length > 0 ? (
<ul className="space-y-1 text-sm">
{contactSources.map((source, index) => (
<li className="break-words" key={`${source}-${index}`}>
{source}
</li>
))}
</ul>
) : (
<p className="text-sm text-muted-foreground">
Keine Kontaktquellen hinterlegt.
</p>
)}
</div>
<div className="min-w-0 space-y-2">
<h2 className="text-sm font-semibold">Verwendete Skills</h2>
{skills.length > 0 ? (
<div className="flex flex-wrap gap-2">
{skills.map((skill, index) => (
<Badge key={index} variant="outline">
{skillLabel(skill)}
</Badge>
))}
</div>
) : (
<p className="text-sm text-muted-foreground">
Keine Skills dokumentiert.
</p>
)}
</div>
</div>
) : null}
{openRaw[record.id] ? (
<pre className="max-h-72 overflow-auto rounded-md border bg-muted/20 p-3 text-xs whitespace-pre-wrap">
{formatRaw({
audit,
auditGenerations: record.auditGenerations,
latestOutreach: outreach,
lead,
skillSummaries: record.skillSummaries,
sourceSummaries: record.sourceSummaries,
})}
</pre>
) : null}
</section>
</CardContent>
</Card>
);
})}
</div>
</section>
);
}