Externalize audit pipeline services

convex/leads.ts

@@ -3,7 +3,13 @@ import { v } from "convex/values";
 import { getUsableContactEmailFromEntries } from "../lib/lead-discovery-google";
 import { normalizeListLimit } from "./domain";
 import type { Doc, Id } from "./_generated/dataModel";
-import { mutation, query } from "./_generated/server";
+import {
+  internalMutation,
+  internalQuery,
+  mutation,
+  query,
+} from "./_generated/server";
+import type { MutationCtx, QueryCtx } from "./_generated/server";
 
 type LeadDoc = Doc<"leads">;
 
@@ -37,6 +43,74 @@ type LeadReviewPatch = {
   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;
@@ -88,6 +162,91 @@ function buildReviewContactPatch(args: {
   });
 }
 
+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")),
@@ -116,44 +275,20 @@ export const create = mutation({
     email: v.optional(v.string()),
     emailSource: v.optional(v.string()),
     contactPerson: v.optional(v.string()),
-    priority: v.optional(
-      v.union(
-        v.literal("high"),
-        v.literal("medium"),
-        v.literal("low"),
-        v.literal("defer"),
-        v.literal("blocked"),
-      ),
-    ),
+    priority: v.optional(leadPriority),
     priorityReason: v.optional(v.string()),
-    contactStatus: v.optional(
-      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"),
-      ),
-    ),
+    contactStatus: v.optional(leadContactStatus),
     contactStatusReason: v.optional(v.string()),
-    duplicateStatus: v.optional(
-      v.union(
-        v.literal("unchecked"),
-        v.literal("unique"),
-        v.literal("possible_duplicate"),
-        v.literal("duplicate"),
-      ),
-    ),
+    duplicateStatus: v.optional(leadDuplicateStatus),
     duplicateReason: v.optional(v.string()),
     blacklistReason: v.optional(v.string()),
     duplicateOfLeadId: v.optional(v.id("leads")),
-    blacklistStatus: v.optional(v.union(v.literal("clear"), v.literal("blocked"))),
+    blacklistStatus: v.optional(leadBlacklistStatus),
     normalizedGooglePlaceId: 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", {
@@ -174,136 +309,29 @@ export const create = mutation({
 });
 
 export const reviewUpdate = mutation({
-  args: {
-    id: v.id("leads"),
-    priority: v.optional(
-      v.union(
-        v.literal("high"),
-        v.literal("medium"),
-        v.literal("low"),
-        v.literal("defer"),
-        v.literal("blocked"),
-      ),
-    ),
-    priorityReason: v.optional(v.string()),
-    contactStatus: v.optional(
-      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"),
-      ),
-    ),
-    contactStatusReason: v.optional(v.string()),
-    notes: v.optional(v.string()),
-    duplicateStatus: v.optional(
-      v.union(
-        v.literal("unchecked"),
-        v.literal("unique"),
-        v.literal("possible_duplicate"),
-        v.literal("duplicate"),
-      ),
-    ),
-    duplicateReason: v.optional(v.string()),
-    blacklistStatus: v.optional(v.union(v.literal("clear"), v.literal("blocked"))),
-    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()),
-  },
+  args: reviewUpdateArgs,
   handler: async (ctx, args) => {
-    const lead = await ctx.db.get(args.id);
+    await requireOperator(ctx);
+    return await reviewUpdateLead(ctx, args);
+  },
+});
 
-    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 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);
@@ -313,20 +341,11 @@ export const get = query({
 export const list = query({
   args: {
     campaignId: v.optional(v.id("campaigns")),
-    contactStatus: v.optional(
-      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"),
-      ),
-    ),
+    contactStatus: v.optional(leadContactStatus),
     limit: v.optional(v.number()),
   },
   handler: async (ctx, args) => {
+    await requireOperator(ctx);
     const limit = normalizeListLimit(args.limit);
 
     if (args.campaignId) {
@@ -360,6 +379,7 @@ export const listFunnel = query({
     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);