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20 Commits

Author SHA1 Message Date
f00c5a3193 Record UX card refactor task verification 2026-06-08 22:22:39 +02:00
1695110e0a Improve audit pipeline and outreach review 2026-06-08 22:16:32 +02:00
ff18fc202e Fix MVP audit evidence pipeline 2026-06-08 08:33:15 +02:00
a45b92ea0a Externalize audit pipeline services 2026-06-07 23:06:31 +02:00
470fb0f348 Fix audit generation and enrichment fallback 2026-06-07 23:03:57 +02:00
e9463e8ef2 Surface audit generations on dashboard audits 2026-06-06 18:14:27 +02:00
3efbc06e40 Complete Rybbit campaign aggregation 2026-06-05 21:51:39 +02:00
f069b74b08 Finalize metrics verification and backlog updates 2026-06-05 21:49:57 +02:00
d3928d61c4 Add MVP operational readiness checks 2026-06-05 21:46:16 +02:00
df8ca1f049 Add audit analytics and campaign metrics 2026-06-05 21:43:43 +02:00
70951789d2 Add campaign scheduling lifecycle jobs 2026-06-05 21:38:34 +02:00
3f148bcec2 Add follow-up status tracking slice 2026-06-05 21:35:55 +02:00
Matthias
807532a0a4 Merge branch 'codex-task-14-stalwart-smtp' 2026-06-05 21:12:55 +02:00
Matthias
2ac74dfde2 chore: mark task 14 done 2026-06-05 21:12:32 +02:00
Matthias
b2f7348ef0 Add SMTP send flow for approved outreach 2026-06-05 21:05:59 +02:00
Matthias
42a3ea64a5 Merge branch 'codex-task-13-review-workspace' 2026-06-05 17:04:49 +02:00
Matthias
5352893a47 fix: cache Convex JWT in server auth 2026-06-05 17:04:03 +02:00
Matthias
5a42c637c6 feat: build audit outreach review workspace 2026-06-05 16:47:22 +02:00
Matthias
1feccb9bdf Merge public audit pages 2026-06-05 14:14:17 +02:00
Matthias
47ee2c2d51 Implement public audit pages 2026-06-05 14:14:07 +02:00
153 changed files with 18541 additions and 745 deletions

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@@ -1,8 +1,12 @@
# App / Coolify
APP_ENV=development
NEXT_PUBLIC_APP_URL=http://localhost:3000
NEXT_PUBLIC_APP_URL=https://audit.matthias-meister-webdesign.de
# TASK-8 Playwright
# Personal deployment scope
# This repo currently targets audit.matthias-meister-webdesign.de with managed
# server-side provider keys. SaaS BYO keys, billing, and team roles come later.
# Legacy TASK-8 Playwright enrichment (not required for the new external pipeline)
TASK8_CRAWL_TIMEOUT_MS=60000
TASK8_CRAWL_MAX_PAGES=20
TASK8_BROWSER_ASSET_URL=
@@ -31,6 +35,12 @@ OPENROUTER_MODEL_QUALITY_REVIEW=
OPENROUTER_APP_NAME=
OPENROUTER_APP_URL=
# ScreenshotOne
SCREENSHOTONE_API_KEY=
# Jina (optional fallback; no key required for current readiness)
JINA_API_KEY=
# SMTP / Stalwart
SMTP_HOST=
SMTP_PORT=465

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@@ -1,6 +1,8 @@
# WebDev Pipeline
Interner Akquise-Agent fuer lokale Webdesign-Leads. Das MVP startet mit Next.js App Router, TypeScript, Tailwind CSS, shadcn/ui und Platzhalter-Routen fuer Dashboard, Login und oeffentliche Audit-Seiten.
Persoenlicher Akquise-Agent fuer lokale Webdesign-Leads auf `audit.matthias-meister-webdesign.de`. Das MVP startet mit Next.js App Router, TypeScript, Tailwind CSS, shadcn/ui und Platzhalter-Routen fuer Dashboard, Login und oeffentliche Audit-Seiten.
Der aktuelle Scope ist bewusst persoenlich: Google, PageSpeed, OpenRouter, ScreenshotOne und optional Jina laufen ueber serverseitig verwaltete Keys. BYO-Keys, Billing und Teamrollen gehoeren zur spaeteren SaaS-Readiness, aber nicht zu dieser Welle.
## Getting Started
@@ -23,12 +25,13 @@ Copy `.env.example` to `.env.local` for local development. Keep real secrets out
- **App / Coolify:** `APP_ENV`, `NEXT_PUBLIC_APP_URL`
- **Convex:** `NEXT_PUBLIC_CONVEX_URL`, `NEXT_PUBLIC_CONVEX_SITE_URL`, `CONVEX_DEPLOYMENT`
- **Google / Task-9 PageSpeed:** `GOOGLE_GEOCODING_API_KEY`, `GOOGLE_PLACES_API_KEY`, `PAGESPEED_API_KEY`, `PAGESPEED_TIMEOUT_MS`
- **Google / PageSpeed:** `GOOGLE_GEOCODING_API_KEY`, `GOOGLE_PLACES_API_KEY`, `PAGESPEED_API_KEY`, `PAGESPEED_TIMEOUT_MS`
- **OpenRouter:** `OPENROUTER_API_KEY`, `OPENROUTER_MODEL_CLASSIFICATION`, `OPENROUTER_MODEL_MULTIMODAL_AUDIT`, `OPENROUTER_MODEL_GERMAN_COPY`, `OPENROUTER_MODEL_QUALITY_REVIEW`, optional: `OPENROUTER_APP_NAME`, `OPENROUTER_APP_URL`
- **ScreenshotOne:** `SCREENSHOTONE_API_KEY`
- **Jina:** optional `JINA_API_KEY` for future authenticated fallback usage; not required for current readiness.
- **SMTP / Stalwart:** `SMTP_HOST`, `SMTP_PORT`, `SMTP_USER`, `SMTP_PASSWORD`, `SMTP_FROM`
- **Rybbit:** `RYBBIT_API_URL`, `RYBBIT_API_KEY`, `NEXT_PUBLIC_RYBBIT_SITE_ID`
- **Auth:** `BETTER_AUTH_SECRET`
- **TASK-8 enrichment:** `TASK8_BROWSER_ASSET_URL`
Only variables prefixed with `NEXT_PUBLIC_` are intended for browser exposure. All API keys, SMTP credentials, and server-only URLs must stay server-side.
@@ -50,24 +53,11 @@ Only variables prefixed with `NEXT_PUBLIC_` are intended for browser exposure. A
Coolify should run `pnpm install`, `pnpm build`, and `pnpm start`. The current font setup uses `next/font/google`, so production builds need outbound access to Google Fonts unless fonts are later self-hosted.
TASK-8 enrichment uses `playwright-core` with `@sparticuz/chromium-min` in Convex. Local `npx playwright install` is a browser-testing helper only and does not affect the Convex runtime bundle.
The new audit pipeline expects managed server-side provider configuration for Google, PageSpeed, OpenRouter, ScreenshotOne, and optional Jina. Do not expose provider secrets in browser-prefixed variables.
TASK-8 requires a browser binary source URL configured on Convex. The preferred
variable is:
Playwright/TASK-8 is legacy enrichment context, not a required integration for the new external audit pipeline. Local `npx playwright install` remains a browser-testing helper only and does not affect the managed external-service readiness check.
- `TASK8_BROWSER_ASSET_URL` (for example your self-hosted or CDN Chromium bundle URL if you do not rely on package defaults).
For backward compatibility, the action also supports:
- `TASK8_CHROMIUM_EXECUTABLE_URL`
- `TASK8_CHROMIUM_EXECUTABLE`
If none are set, enrichment deployment/startup will fail with a clear configuration
error so no silent fallback is used.
If the URL is missing and no default is available in your environment, the enqueue action will throw a clear deploy/configuration error so enrichment does not silently fall back to a missing binary.
For TASK-8 deployment updates, run Convex restart/deploy after code changes:
For Convex deployment updates, run restart/deploy after code changes:
- Local: `pnpm exec convex dev`
- Remote: `pnpm exec convex deploy`

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@@ -0,0 +1,25 @@
import { NextResponse } from "next/server";
import { revalidatePublicAudit } from "@/lib/audits/public-audit-revalidation";
import { parsePublicAuditSlug } from "@/lib/audits/slugs";
export async function POST(request: Request) {
const secret = process.env.PUBLIC_AUDIT_REVALIDATION_SECRET;
const authorization = request.headers.get("authorization");
if (!secret || authorization !== `Bearer ${secret}`) {
return NextResponse.json({ ok: false, error: "Unauthorized" }, { status: 401 });
}
const body = (await request.json().catch(() => null)) as { slug?: unknown } | null;
const normalizedSlug =
typeof body?.slug === "string" ? parsePublicAuditSlug(body.slug) : null;
if (!normalizedSlug) {
return NextResponse.json({ ok: false, error: "Invalid slug" }, { status: 400 });
}
revalidatePublicAudit(normalizedSlug);
return NextResponse.json({ ok: true });
}

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@@ -0,0 +1,29 @@
import { fetchRybbitAuditAnalytics } from "@/lib/rybbit-analytics";
export async function GET(request: Request) {
const url = new URL(request.url);
const auditPath = url.searchParams.get("path") ?? "";
if (!auditPath.startsWith("/audit/")) {
return Response.json({
ok: false,
error: "Audit-Pfad fehlt.",
data: null,
}, { status: 400 });
}
const result = await fetchRybbitAuditAnalytics({
apiUrl: process.env.RYBBIT_API_URL,
apiKey: process.env.RYBBIT_API_KEY,
siteId: process.env.NEXT_PUBLIC_RYBBIT_SITE_ID,
auditPath,
startDate: url.searchParams.get("startDate") ?? undefined,
endDate: url.searchParams.get("endDate") ?? undefined,
});
if (!result.ok) {
return Response.json({ ok: false, error: result.error, data: result.data });
}
return Response.json({ ok: true, data: result.data });
}

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@@ -0,0 +1,18 @@
import { fetchRybbitCampaignAnalytics } from "@/lib/rybbit-analytics";
export async function GET(request: Request) {
const url = new URL(request.url);
const result = await fetchRybbitCampaignAnalytics({
apiUrl: process.env.RYBBIT_API_URL,
apiKey: process.env.RYBBIT_API_KEY,
siteId: process.env.NEXT_PUBLIC_RYBBIT_SITE_ID,
startDate: url.searchParams.get("startDate") ?? undefined,
endDate: url.searchParams.get("endDate") ?? undefined,
});
if (!result.ok) {
return Response.json({ ok: false, error: result.error, data: result.data });
}
return Response.json({ ok: true, data: result.data });
}

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@@ -1,27 +1,66 @@
import { FileText } from "lucide-react";
import type { Metadata } from "next";
import { Suspense } from "react";
import { cacheLife, cacheTag } from "next/cache";
import { fetchQuery } from "convex/nextjs";
export default async function PublicAuditPage({
params,
}: {
import { PublicAuditPage } from "@/components/public-audit/public-audit-page";
import { PublicAuditStatus } from "@/components/public-audit/public-audit-status";
import { api } from "@/convex/_generated/api";
import { publicAuditCacheTag } from "@/lib/audits/public-audit-cache";
import { toPublicAuditRenderState } from "@/lib/audits/public-audit-presenter";
import type { PublicAuditLookupResult } from "@/lib/audits/public-audit-types";
import { parsePublicAuditSlug } from "@/lib/audits/slugs";
export const metadata: Metadata = {
title: "Website-Audit",
robots: {
index: false,
follow: false,
googleBot: {
index: false,
follow: false,
},
},
};
type PublicAuditRouteProps = {
params: Promise<{ slug: string }>;
}) {
const { slug } = await params;
};
async function getCachedPublicAudit(slug: string): Promise<PublicAuditLookupResult> {
"use cache";
const normalizedSlug = parsePublicAuditSlug(slug);
if (!normalizedSlug) {
return null;
}
cacheTag(publicAuditCacheTag(normalizedSlug));
cacheLife("days");
return await fetchQuery(api.audits.getPublicBySlug, { slug: normalizedSlug });
}
async function PublicAuditContent({ params }: PublicAuditRouteProps) {
const { slug } = await params;
const result = await getCachedPublicAudit(slug);
const renderState = toPublicAuditRenderState(result);
if (renderState.kind === "pending") {
return <PublicAuditStatus status="pending" />;
}
if (renderState.kind === "unavailable") {
return <PublicAuditStatus status="unavailable" />;
}
return <PublicAuditPage audit={renderState.audit} />;
}
export default function PublicAuditRoute({ params }: PublicAuditRouteProps) {
return (
<main className="flex min-h-dvh items-center justify-center bg-background px-6 py-12">
<section className="w-full max-w-2xl rounded-lg border bg-card p-6 text-card-foreground">
<FileText className="mb-5 size-6 text-muted-foreground" />
<p className="text-sm font-medium text-muted-foreground">
Audit: {slug}
</p>
<h1 className="mt-3 text-3xl font-semibold tracking-normal">
Dieser Audit ist noch nicht freigegeben
</h1>
<p className="mt-4 text-sm leading-6 text-muted-foreground">
Sobald der Bericht manuell geprueft und veroeffentlicht wurde,
erscheinen hier die freigegebenen Beobachtungen und Empfehlungen.
</p>
</section>
</main>
<Suspense fallback={<PublicAuditStatus status="pending" />}>
<PublicAuditContent params={params} />
</Suspense>
);
}

7
app/audit/layout.tsx Normal file
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@@ -0,0 +1,7 @@
export default function AuditLayout({
children,
}: Readonly<{
children: React.ReactNode;
}>) {
return <div className="bg-slate-50 text-slate-950">{children}</div>;
}

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@@ -1,10 +1,5 @@
import { DashboardPlaceholderPage } from "@/components/dashboard-placeholder-page";
import { AnalyticsDashboard } from "@/components/analytics/analytics-dashboard";
export default function AnalyticsPage() {
return (
<DashboardPlaceholderPage
description="Kampagnenmetriken und Rybbit-Daten folgen in TASK-17 und TASK-19."
title="Analytics"
/>
);
return <AnalyticsDashboard />;
}

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@@ -1,10 +1,11 @@
import { DashboardPlaceholderPage } from "@/components/dashboard-placeholder-page";
import { OutreachReviewWorkspace } from "@/components/outreach/outreach-review-workspace";
export default function OutreachPage() {
return (
<DashboardPlaceholderPage
description="E-Mail-Entwürfe, Telefon-Skripte und manuelle Versandfreigaben folgen in TASK-13 und TASK-14."
title="Review"
/>
<main className="px-4 py-5 sm:px-6 lg:px-8">
<div className="mx-auto flex w-full max-w-7xl flex-col gap-6">
<OutreachReviewWorkspace />
</div>
</main>
);
}

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@@ -1,10 +1,6 @@
import { DashboardPlaceholderPage } from "@/components/dashboard-placeholder-page";
import { OperationsReadiness } from "@/components/settings/operations-readiness";
import { getIntegrationReadiness } from "@/lib/operational-readiness";
export default function SettingsPage() {
return (
<DashboardPlaceholderPage
description="Provider-Status, Secrets-Hinweise und Workspace-Einstellungen folgen mit den Integrationen."
title="Einstellungen"
/>
);
return <OperationsReadiness rows={getIntegrationReadiness(process.env)} />;
}

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@@ -1,5 +1,6 @@
import type { Metadata } from "next";
import { Geist, Geist_Mono } from "next/font/google";
import { Suspense } from "react";
import { ConvexClientProvider } from "@/components/convex-client-provider";
import { getToken } from "@/lib/auth-server";
import "./globals.css";
@@ -19,20 +20,30 @@ export const metadata: Metadata = {
description: "Interner Akquise-Agent fuer lokale Webdesign-Leads",
};
export default async function RootLayout({
async function AuthenticatedConvexProvider({
children,
}: Readonly<{
children: React.ReactNode;
}>) {
const token = await getToken();
return <ConvexClientProvider initialToken={token}>{children}</ConvexClientProvider>;
}
export default function RootLayout({
children,
}: Readonly<{
children: React.ReactNode;
}>) {
return (
<html
lang="de"
className={`${geistSans.variable} ${geistMono.variable} h-full antialiased`}
>
<body className="min-h-full flex flex-col">
<ConvexClientProvider initialToken={token}>{children}</ConvexClientProvider>
<Suspense fallback={null}>
<AuthenticatedConvexProvider>{children}</AuthenticatedConvexProvider>
</Suspense>
</body>
</html>
);

14
app/sitemap.ts Normal file
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@@ -0,0 +1,14 @@
import type { MetadataRoute } from "next";
const siteUrl = process.env.NEXT_PUBLIC_SITE_URL ?? "http://localhost:3000";
export default function sitemap(): MetadataRoute.Sitemap {
return [
{
url: siteUrl,
lastModified: new Date(),
changeFrequency: "weekly",
priority: 1,
},
];
}

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@@ -1,9 +1,10 @@
---
id: TASK-12
title: Publish customer audit pages with manual approval
status: To Do
status: Done
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 12:13'
labels:
- mvp
- audit
@@ -24,11 +25,11 @@ Build the public customer-facing audit page system under the audit domain. Pages
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 Public audit pages render approved audit content with company name, domain, screenshots, observations, impact, suggestions, and final offer/CTA
- [ ] #2 Unapproved audit URLs show Dieser Audit ist noch nicht freigegeben without leaking company details
- [ ] #3 Deactivated audit URLs show a neutral unavailable message without exposing audit content
- [ ] #4 Audit pages are noindex, excluded from sitemap/public listing, and use a calm fixed light design
- [ ] #5 Approved pages are cached and cache is invalidated when the audit is edited and re-approved
- [x] #1 Public audit pages render approved audit content with company name, domain, screenshots, observations, impact, suggestions, and final offer/CTA
- [x] #2 Unapproved audit URLs show Dieser Audit ist noch nicht freigegeben without leaking company details
- [x] #3 Deactivated audit URLs show a neutral unavailable message without exposing audit content
- [x] #4 Audit pages are noindex, excluded from sitemap/public listing, and use a calm fixed light design
- [x] #5 Approved pages are cached and cache is invalidated when the audit is edited and re-approved
<!-- AC:END -->
## Implementation Plan
@@ -40,3 +41,17 @@ Build the public customer-facing audit page system under the audit domain. Pages
4. Add noindex metadata and ensure audit routes are not listed in sitemap/navigation.
5. Add cache/revalidation behavior tied to approval and update actions.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Reapplying TASK-12 changes after failed pull lost previous implementation. Upstream TASK-1 through TASK-11 code is now present locally; implementation will adapt to current Convex/generated API and existing app structure.
Reapplied TASK-12 public audit implementation after pull-loss recovery. Verified with pnpm test (244/244), pnpm exec tsc --noEmit, pnpm lint (0 errors, 2 existing generated warnings), and pnpm build using the updated .env.local.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Public audit pages were reapplied and verified: approved public pages render public audit content with screenshots, observations, suggestions and CTA; hidden/deactivated states do not leak details; pages are noindex and excluded from sitemap; cache/revalidation hooks are in place. Verified with pnpm test, tsc, lint, and build.
<!-- SECTION:FINAL_SUMMARY:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-13
title: Build the audit and outreach review workspace
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 14:21'
labels:
- mvp
- review
@@ -25,19 +26,33 @@ Create the internal review workspace where Matthias can inspect and edit the fin
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 Review workspace shows lead details, contact sources, priority reason, contact strategy, audit summary, used skills, and raw/source detail toggles
- [ ] #2 Audit content can be edited and manually approved before the public page shows customer-facing content
- [ ] #3 Email subject and body are editable and generated as exactly one recommended version by default
- [ ] #4 Phone script is available for Erst anrufen and Kontakt fehlt leads when a phone number exists
- [ ] #5 Freigabe offen state clearly separates Audit veröffentlichen from E-Mail freigeben und senden
- [x] #1 Review workspace shows lead details, contact sources, priority reason, contact strategy, audit summary, used skills, and raw/source detail toggles
- [x] #2 Audit content can be edited and manually approved before the public page shows customer-facing content
- [x] #3 Email subject and body are editable and generated as exactly one recommended version by default
- [x] #4 Phone script is available for Erst anrufen and Kontakt fehlt leads when a phone number exists
- [x] #5 Freigabe offen state clearly separates Audit veröffentlichen from E-Mail freigeben und senden
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Build review route/detail UI with tabs for Audit, E-Mail, Telefon, Quellen, Rohdaten, and Skills.
2. Add edit forms for audit text, email subject/body, phone script, and follow-up.
3. Add approval actions for audit publication and separate email sending readiness.
4. Show source/contact confidence without exposing unnecessary raw noise by default.
5. Verify state transitions back into the Kanban/Funnel.
1. Orchestrator updates TASK-13 plan and coordinates only; no direct feature coding.
2. Worker A (gpt-5.5 medium) uses TDD to add Convex outreach review contracts: listReviewWorkspace, saveReviewDraft, approveEmailDraft.
3. Worker B (gpt-5.5 medium) uses TDD to replace /dashboard/outreach placeholder with the review workspace UI using the new contracts.
4. Worker C (gpt-5.5 medium) uses TDD to separate Audit veröffentlichen from E-Mail freigeben and keep sending out of TASK-13.
5. Worker D (gpt-5.5 medium) uses TDD to cover phone-script visibility and funnel/review state regressions.
6. Spec and code-quality reviewer agents review each worker output before the next dependent slice proceeds.
7. Orchestrator runs final verification: pnpm test, pnpm exec tsc --noEmit, pnpm lint, pnpm build; then updates Backlog notes and checked ACs without marking Done.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Starting TASK-13 with the missing PageSpeed-to-audit-generation handoff so generated audit content exists for the review workspace.
Implemented first TASK-13 prerequisite: PageSpeed completion now queues audit_generation for the same lead via internal.auditGeneration.queueLeadAuditGeneration. Queue failures are logged as warnings and do not fail the PageSpeed run. Verified with pnpm test (245/245), pnpm exec tsc --noEmit, pnpm lint (0 errors, existing generated warnings), and pnpm build using .env.local.
2026-06-05: Expanded TASK-13 into subagent-driven, test-driven execution plan on branch codex-task-13-review-workspace. Orchestrator will not hand-code feature patches; workers use gpt-5.5 medium and RED/GREEN tests.
2026-06-05: Completed TASK-13 implementation subagent-driven and test-driven on branch codex-task-13-review-workspace. Worker A added authenticated Convex review workspace contracts, save/approve draft mutations, protected existing outreach create/list, audit ownership checks, sent-record protection, approval reset on regenerated copy, and combined review eligibility indexes. Worker B replaced /dashboard/outreach placeholder with the review workspace UI, editable audit/outreach drafts, raw/source toggles, used skills, phone-script gating, and save-before-approve/publish safeguards. Worker C fixed funnel regression so approved-but-unsent outreach remains in Freigabe offen. Reviews: backend spec approved, backend quality approved after fixes, UI spec approved, UI quality approved after fixes, funnel spec/quality approved, final TASK-13 spec approved. Verification passed: pnpm test (263/263), pnpm exec tsc --noEmit, pnpm lint (0 errors; existing BetterAuth generated warnings only), pnpm build with network escalation for Google Fonts.
<!-- SECTION:NOTES:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-14
title: Send approved outreach through Stalwart SMTP
status: To Do
status: Done
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 19:06'
labels:
- mvp
- email
@@ -24,19 +25,30 @@ Implement approved email sending through the self-hosted Stalwart mail server us
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 Nodemailer is configured for Stalwart SMTP/SMTPS using environment or Convex secrets
- [ ] #2 E-Mail freigeben und senden sends only the currently approved/editable email draft to the visible recipient
- [ ] #3 A final send action shows recipient, subject, sender, and audit link before sending
- [ ] #4 Convex records sent timestamp, recipient, subject, audit link, SMTP result, and any error details
- [ ] #5 SMTP failures keep the lead in a retryable review state and do not mark the lead as contacted
- [x] #1 Nodemailer is configured for Stalwart SMTP/SMTPS using environment or Convex secrets
- [x] #2 E-Mail freigeben und senden sends only the currently approved/editable email draft to the visible recipient
- [x] #3 A final send action shows recipient, subject, sender, and audit link before sending
- [x] #4 Convex records sent timestamp, recipient, subject, audit link, SMTP result, and any error details
- [x] #5 SMTP failures keep the lead in a retryable review state and do not mark the lead as contacted
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add SMTP transport configuration from secrets.
2. Add server-side send function that accepts only approved outreach IDs.
3. Add final confirmation UI with recipient, subject, sender, and audit link.
4. Store SMTP success/error outcomes and update lead/outreach status.
5. Test success and failure paths with safe non-production recipients before real use.
1. Analyse und TDD-Testergänzung
2. Implementierung backend Claims/Record + Guard-Fixes
3. Typing/Actions straffen + package lock
4. Typechecks lokal ausführen
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Implemented TASK-14 via subagent-driven TDD. Verification passed: targeted outreach tests (27/27), pnpm test (278/278), pnpm exec tsc -p tsconfig.json --noEmit, pnpm lint (0 errors, 2 generated BetterAuth warnings), pnpm build (passed with network-enabled run for Google Fonts). Task remains In Progress until explicit user confirmation after manual SMTP testing.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Shipped approved outreach sending through Stalwart SMTP/SMTPS with Nodemailer, final confirmation UI, Convex send-attempt logging, retryable failure handling, and verification coverage. Verified with targeted outreach tests, full pnpm test, strict TypeScript, lint, and production build.
<!-- SECTION:FINAL_SUMMARY:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-15
title: Add follow-up and manual sales status tracking
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 19:49'
labels:
- mvp
- sales
@@ -24,11 +25,11 @@ Add the lightweight CRM layer needed after first contact. The MVP does not parse
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 After an initial send, a single follow-up draft and suggested due date are created
- [ ] #2 Follow-up sending requires manual review and approval, just like the first email
- [ ] #3 Manual statuses exist for Antwort erhalten, Kein Interesse, Später wieder melden, Gespräch vereinbart, Angebot angefragt, Angebot gesendet, Auftrag gewonnen, Auftrag verloren, Nicht weiter verfolgen, Follow-up geplant, and Follow-up gesendet
- [ ] #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
- [ ] #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen
- [x] #1 After an initial send, a single follow-up draft and suggested due date are created
- [x] #2 Follow-up sending requires manual review and approval, just like the first email
- [x] #3 Manual statuses exist for Antwort erhalten, Kein Interesse, Später wieder melden, Gespräch vereinbart, Angebot angefragt, Angebot gesendet, Auftrag gewonnen, Auftrag verloren, Nicht weiter verfolgen, Follow-up geplant, and Follow-up gesendet
- [x] #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
- [x] #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen
<!-- AC:END -->
## Implementation Plan
@@ -40,3 +41,11 @@ Add the lightweight CRM layer needed after first contact. The MVP does not parse
4. Add rules to stop follow-ups when manually marked answered or not interested.
5. Add 12-month recheck behavior for Nicht erneut kontaktieren.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for tasks 15-19 and 27. TASK-27 note says it is superseded by TASK-13, so this pass will verify the existing PageSpeed-to-audit-generation handoff rather than implement it separately.
Implemented and verified follow-up draft creation after send, manual approval boundaries for follow-up records, manual sales status labels/mutation, reply/no-interest suppression, and 12-month do-not-contact recheck visibility. Verification: pnpm test 305/305; pnpm lint 0 errors.
<!-- SECTION:NOTES:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-16
title: Orchestrate recurring Convex agent jobs and audit lifecycle
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 19:49'
labels:
- mvp
- convex
@@ -26,11 +27,11 @@ Implement the scheduled and manual background workflow using Convex. The MVP per
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 Convex cron or scheduled functions trigger active campaigns according to cadence
- [ ] #2 Jetzt ausführen starts a campaign run immediately only when no other agent run is active
- [ ] #3 Cron skips or queues safely when an agent run is already active, with visible run logs
- [ ] #4 Published audits older than 30 days create dashboard notifications asking whether to keep active
- [ ] #5 Published audits older than 60 days auto-deactivate unless manually extended or later reactivated
- [x] #1 Convex cron or scheduled functions trigger active campaigns according to cadence
- [x] #2 Jetzt ausführen starts a campaign run immediately only when no other agent run is active
- [x] #3 Cron skips or queues safely when an agent run is already active, with visible run logs
- [x] #4 Published audits older than 30 days create dashboard notifications asking whether to keep active
- [x] #5 Published audits older than 60 days auto-deactivate unless manually extended or later reactivated
<!-- AC:END -->
## Implementation Plan
@@ -42,3 +43,11 @@ Implement the scheduled and manual background workflow using Convex. The MVP per
4. Add run logs and dashboard-visible status updates.
5. Add audit lifecycle checks for 30-day notification, 60-day deactivation, and reactivation.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for recurring Convex agent jobs, run locking, logs, and audit lifecycle.
Implemented and verified Convex crons, due-campaign runner, single-active-run guard, visible campaign run logs, and audit lifecycle notification/deactivation controls. Verification: pnpm test 305/305; pnpm lint 0 errors.
<!-- SECTION:NOTES:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-17
title: Add Rybbit audit analytics dashboard
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-05 19:50'
labels:
- mvp
- analytics
@@ -24,11 +25,11 @@ Display anonymous analytics for generated public audit pages inside the internal
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 Rybbit tracking runs only on public audit pages, not on internal dashboard routes
- [ ] #2 Dashboard can fetch Rybbit API data for pageviews, custom events, and outbound link clicks for audit pages
- [ ] #3 Per-audit analytics show opened yes/no, view count, last view, CTA clicks, website-link clicks, and device type where available
- [ ] #4 Campaign analytics aggregate audit opens and CTA activity by campaign, niche, region, and timeframe
- [ ] #5 Rybbit API failures are shown gracefully and do not break the rest of the dashboard
- [x] #1 Rybbit tracking runs only on public audit pages, not on internal dashboard routes
- [x] #2 Dashboard can fetch Rybbit API data for pageviews, custom events, and outbound link clicks for audit pages
- [x] #3 Per-audit analytics show opened yes/no, view count, last view, CTA clicks, website-link clicks, and device type where available
- [x] #4 Campaign analytics aggregate audit opens and CTA activity by campaign, niche, region, and timeframe
- [x] #5 Rybbit API failures are shown gracefully and do not break the rest of the dashboard
<!-- AC:END -->
## Implementation Plan
@@ -40,3 +41,13 @@ Display anonymous analytics for generated public audit pages inside the internal
4. Build campaign-level analytics summaries.
5. Add graceful loading, caching if useful, and error states for API failures.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for Rybbit public-audit tracking and dashboard analytics surfaces.
Implemented public-audit-only Rybbit tracking, on-demand Rybbit API routes for audit/campaign activity, per-audit summary helper, dashboard Rybbit error handling, and campaign-level overall Rybbit signals. AC4 remains open for full grouping by campaign/niche/region/timeframe because Rybbit events still need a stronger audit-to-campaign join model. Verification: pnpm test 305/305; pnpm lint 0 errors.
Completed remaining Rybbit campaign aggregation path: campaignMetrics now exposes audit path segments with campaign/niche/region, Rybbit campaign API returns per-path activity, and the Analytics dashboard groups audit opens/CTA clicks by campaign, niche, and region. Verification: targeted analytics tests pass.
<!-- SECTION:NOTES:END -->

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@@ -1,10 +1,10 @@
---
id: TASK-18
title: Add MVP quality gates and operational polish
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:15'
updated_date: '2026-06-03 19:15'
updated_date: '2026-06-05 19:49'
labels:
- mvp
- quality
@@ -27,11 +27,11 @@ Add the final MVP quality layer: German UI consistency, i18n preparation, access
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 Core UI text is German and organized so future i18n is feasible
- [ ] #2 No secrets are stored in source code, dashboard-editable records, logs, prompts, or raw LLM history
- [ ] #3 Dashboard surfaces integration errors for Google, PageSpeed, OpenRouter, Playwright, SMTP, Convex jobs, and Rybbit
- [ ] #4 Critical user flows have basic tests or repeatable verification notes: login, campaign run, audit generation, approval, send, follow-up, analytics
- [ ] #5 Coolify deployment notes cover required environment variables, Playwright browser dependencies, exposed port, and domain assumptions
- [x] #1 Core UI text is German and organized so future i18n is feasible
- [x] #2 No secrets are stored in source code, dashboard-editable records, logs, prompts, or raw LLM history
- [x] #3 Dashboard surfaces integration errors for Google, PageSpeed, OpenRouter, Playwright, SMTP, Convex jobs, and Rybbit
- [x] #4 Critical user flows have basic tests or repeatable verification notes: login, campaign run, audit generation, approval, send, follow-up, analytics
- [x] #5 Coolify deployment notes cover required environment variables, Playwright browser dependencies, exposed port, and domain assumptions
<!-- AC:END -->
## Implementation Plan
@@ -43,3 +43,11 @@ Add the final MVP quality layer: German UI consistency, i18n preparation, access
4. Add smoke tests or documented verification flows for critical MVP paths.
5. Document Coolify deployment requirements, env vars, Playwright dependencies, and operational caveats.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for MVP quality gates, error observability, verification notes, and deployment readiness.
Implemented and verified German operational readiness surfaces, secret-safe integration status rows, verification notes for critical flows, and Coolify deployment notes. Verification: pnpm test 305/305; pnpm lint 0 errors.
<!-- SECTION:NOTES:END -->

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@@ -1,9 +1,10 @@
---
id: TASK-19
title: Add campaign performance metrics
status: To Do
status: In Progress
assignee: []
created_date: '2026-06-03 19:15'
updated_date: '2026-06-05 19:49'
labels:
- mvp
- analytics
@@ -26,11 +27,11 @@ Build the campaign metrics layer that summarizes acquisition progress from Conve
## Acceptance Criteria
<!-- AC:BEGIN -->
- [ ] #1 Campaign dashboard shows found leads, leads with contact, Kontakt fehlt, audits created, approvals open, emails sent, follow-ups planned/sent, responses, conversations, offers, wins, and losses
- [ ] #2 Metrics can be filtered by campaign, niche/category, PLZ/region, radius, priority, status, and timeframe
- [ ] #3 Campaign run detail shows new leads, skipped duplicates, blacklisted/skipped leads, errors, and audits generated
- [ ] #4 Rybbit-derived audit opens and CTA clicks are shown alongside Convex sales funnel metrics
- [ ] #5 Metrics remain readable and lightweight, without becoming a full enterprise CRM dashboard
- [x] #1 Campaign dashboard shows found leads, leads with contact, Kontakt fehlt, audits created, approvals open, emails sent, follow-ups planned/sent, responses, conversations, offers, wins, and losses
- [x] #2 Metrics can be filtered by campaign, niche/category, PLZ/region, radius, priority, status, and timeframe
- [x] #3 Campaign run detail shows new leads, skipped duplicates, blacklisted/skipped leads, errors, and audits generated
- [x] #4 Rybbit-derived audit opens and CTA clicks are shown alongside Convex sales funnel metrics
- [x] #5 Metrics remain readable and lightweight, without becoming a full enterprise CRM dashboard
<!-- AC:END -->
## Implementation Plan
@@ -42,3 +43,11 @@ Build the campaign metrics layer that summarizes acquisition progress from Conve
4. Merge Rybbit API-derived audit activity into the visible analytics where available.
5. Add empty/error states and verify metrics update after lead, audit, send, and status changes.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Started implementation pass for campaign performance metrics and filters.
Implemented and verified lightweight campaign metrics query/dashboard, filter contract, run detail rows, and Rybbit-derived audit opens/CTA clicks alongside Convex metrics. Verification: pnpm test 305/305; pnpm lint 0 errors.
<!-- SECTION:NOTES:END -->

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@@ -0,0 +1,36 @@
---
id: TASK-27
title: Trigger audit generation after PageSpeed audit
status: In Progress
assignee: []
created_date: '2026-06-05 12:10'
updated_date: '2026-06-05 19:49'
labels: []
dependencies: []
priority: high
ordinal: 29000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Wire the existing AI audit generation queue into the current automated flow so completed PageSpeed audit runs schedule audit_generation for the same lead.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Successful PageSpeed audit runs queue audit generation for the lead
- [x] #2 Failed PageSpeed audit runs still queue audit generation when a lead was started so partial evidence can produce an audit
- [x] #3 Existing dedupe in queueLeadAuditGeneration prevents duplicate audit_generation runs
- [x] #4 Regression tests cover the PageSpeed-to-audit-generation handoff
<!-- AC:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Created accidentally while implementing the PageSpeed-to-audit-generation handoff. Superseded by TASK-13 because the handoff is a prerequisite for the audit/outreach review workspace. Do not implement separately.
Started verification pass. Implementation notes say TASK-27 is superseded by TASK-13, so only regression coverage and existing handoff will be checked.
Verified existing PageSpeed-to-audit-generation handoff in pageSpeedAction. Successful and failure paths queue audit generation for the started lead, queue failures are warning-logged, existing queueLeadAuditGeneration dedupe remains in place, and regression source tests pass. Verification: pnpm test 305/305; pnpm lint 0 errors.
<!-- SECTION:NOTES:END -->

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@@ -0,0 +1,98 @@
---
id: TASK-28
title: Diagnose dashboard initial-load retry loop
status: Done
assignee: []
created_date: '2026-06-05 13:46'
updated_date: '2026-06-05 15:03'
labels: []
dependencies: []
priority: high
ordinal: 30000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Find the root cause of the repeated dashboard requests on initial load, especially the repeated GET /dashboard/leads entries, and implement a targeted fix only after reproducing and tracing the loop.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Root cause is identified with evidence from the relevant dashboard/auth/navigation code
- [x] #2 A minimal fix prevents repeated dashboard/leads requests on initial load
- [x] #3 Relevant tests or verification commands are run
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add a focused regression test proving server auth config enables Convex JWT cookie reuse.
2. Verify the test fails against the current auth-server configuration.
3. Enable the documented jwtCache option in convexBetterAuthNextJs with a scoped auth-error predicate.
4. Run the focused test, full test suite, and lint.
5. Record verification and leave TASK-28 open for user Firefox/Zen confirmation.
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Evidence gathered:
- User-provided log repeatedly shows successful GET /dashboard/leads during dashboard use.
- Existing Next dev log shows a hydration failure in components/dashboard-theme.tsx:88 inside DashboardThemeToggle during /dashboard rendering: server rendered Moon/aria-pressed=false while client rendered Sun/aria-pressed=true.
- Next local docs confirm client/server render differences during hydration cause the tree to be regenerated.
- Separate WIP issue observed: /dashboard/outreach imports a missing component, which can also produce repeated dev overlay errors, but the initial dashboard hydration error is the targeted root cause for this task.
Implemented targeted fix:
- DashboardThemeProvider now uses useSyncExternalStore with a stable server snapshot of light, preventing the server/client icon and aria-pressed mismatch on initial dashboard hydration.
- Added tests/dashboard-theme.test.ts to guard against reintroducing localStorage reads in the initial render path.
Verification:
- node --test .test-output/tests/dashboard-theme.test.js passes.
- pnpm test compiles and includes the new dashboard theme test as passing, but the full run still fails in existing TASK-13 outreach WIP test OutreachReviewWorkspace uses the review workspace API and required controls.
- pnpm lint no longer reports components/dashboard-theme.tsx; it still fails in existing components/outreach/outreach-review-workspace.tsx WIP.
Additional verification note:
- pnpm exec tsc --noEmit fails in existing components/outreach/outreach-review-workspace.tsx WIP with type mismatches and missing fields; this is separate from the dashboard theme hydration fix and was already part of unrelated TASK-13 worktree changes.
User retest on 2026-06-05 falsified the first hydration-only fix. New evidence: pnpm dev still logs repeated GET /dashboard/leads every roughly 300-400ms with 200 responses, with proxy.ts taking ~165-522ms each time, followed by one get-session and two convex token requests. Re-entering systematic debugging; no more fixes until request initiator is identified.
Added temporary development-only proxy instrumentation for /dashboard/leads request classification. It logs non-sensitive request headers: accept, rsc, next-router-prefetch, next-router-segment-prefetch, next-hmr-refresh, next-url, sec-fetch-mode, purpose, referer, state-tree presence, and user-agent. Remove after confirming requester.
Corrected root cause after user retest and header instrumentation:
- First hydration hypothesis was incomplete and did not stop the request fan-out.
- Development-only proxy header instrumentation showed real browser /dashboard/leads requests were same-origin CORS fetches with next-url set to the current dashboard route, not document reloads, HMR refreshes, or server redirect loops.
- Code search showed the repeated target originates from visible Next Link surfaces: dashboard sidebar nav plus many LeadFunnelCard action links that can share href /dashboard/leads. Next App Router prefetches visible links, and each protected prefetch crosses proxy.ts and isAuthenticated(), producing many 200 GET /dashboard/leads entries.
Implemented fix:
- Set prefetch={false} on DashboardSidebar nav links and LeadFunnelCard action links to keep click navigation but stop automatic protected-route prefetch fan-out.
- Removed temporary proxy/fetch diagnostics.
- Added tests/dashboard-prefetch.test.ts to lock this behavior.
Verification:
- pnpm exec tsc -p tsconfig.test.json passes.
- node --test .test-output/tests/dashboard-prefetch.test.js .test-output/tests/dashboard-theme.test.js passes.
- pnpm test passes 260/260.
- pnpm lint passes with existing generated/unused warnings only, no errors.
2026-06-05 Firefox/Zen HAR follow-up:
- User confirmed the reload loop reproduces in Firefox/Zen but not Chrome.
- HAR shows repeated top-level document navigations to /dashboard/audits, not XHR retries or Link prefetch.
- Requests already include better-auth.convex_jwt, but SSR responses embed fresh initialToken values and /api/auth/convex/token later sets better-auth.convex_jwt again.
- Local @convex-dev/better-auth source shows getToken() fetches /convex/token unless jwtCache.enabled is configured.
Next implementation hypothesis: enable jwtCache so server getToken() reuses a valid Convex JWT cookie instead of minting a new token during each root layout render.
Implemented Firefox/Zen token-churn fix:
- Added jwtCache.enabled to lib/auth-server.ts for convexBetterAuthNextJs, matching the Convex Better Auth Next.js server utilities docs.
- Added a scoped isConvexAuthError predicate so recognized application auth failures still surface, while stale cached-token failures can trigger the library refresh path.
- Added tests/auth-server-jwt-cache.test.ts to guard the server auth cache configuration.
Verification after fix:
- pnpm exec tsc -p tsconfig.test.json passes.
- node --test .test-output/tests/auth-server-jwt-cache.test.js passes after failing before the implementation.
- pnpm test passes 265/265.
- pnpm lint passes with two existing generated-file warnings and no errors.
Manual confirmation still needed in Firefox/Zen before closing TASK-28 as Done.
<!-- SECTION:NOTES:END -->
## Final Summary
<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Firefox/Zen reload loop fixed by enabling Convex Better Auth JWT caching in Next.js server auth utilities; regression test added and full tests/lint passed. User confirmed dashboard now loads reliably without loops.
<!-- SECTION:FINAL_SUMMARY:END -->

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@@ -0,0 +1,42 @@
---
id: TASK-29
title: Surface audit generations on dashboard audits
status: In Progress
assignee: []
created_date: '2026-06-05 20:30'
updated_date: '2026-06-05 22:45'
labels: []
dependencies: []
priority: high
ordinal: 31000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Show audit-generation pipeline data on /dashboard/audits when final audits rows do not exist yet, so local Convex auditGenerations are visible instead of an empty dashboard.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Dashboard query returns finalized audit rows and audit-generation pipeline rows
- [x] #2 Generation rows are suppressed when a finalized audit exists for the same run or lead
- [x] #3 AuditsBoard renders German labels for finalized audits and generation states
- [x] #4 Regression tests cover mixed dashboard data source and duplicate suppression
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add red regression tests for dashboard query and UI source contract
2. Implement Convex dashboard row query with audit + generation union
3. Update AuditsBoard to consume and render dashboard rows
4. Run focused tests, then full test suite
5. Record verified acceptance criteria in Backlog notes
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Implemented listDashboardRows with authenticated audit + audit_generation rows. Addressed QA finding by suppressing generation rows via direct auditId lookup and by_leadId lookup, not only the fetched dashboard audit page. Verified with pnpm test and pnpm lint; lint has only existing generated Better Auth warnings.
<!-- SECTION:NOTES:END -->

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@@ -0,0 +1,76 @@
---
id: TASK-30
title: Externalisiere die persönliche Audit-Pipeline
status: In Progress
assignee: []
created_date: '2026-06-06 18:44'
updated_date: '2026-06-07 20:27'
labels: []
dependencies: []
priority: high
ordinal: 32000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Baue die Pipeline für audit.matthias-meister-webdesign.de so um, dass ressourcenintensive Website-Erfassung über externe API-Services statt Playwright läuft, während die Codebase später SaaS-fähig bleibt.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Neue Audit-Pipeline nutzt Jina/ScreenshotOne/PageSpeed/OpenRouter über serverseitige Managed-Konfiguration und schreibt bestehende Audit-Artefakte weiter.
- [x] #2 Usage- und Kostenereignisse werden pro Lauf/Provider persistiert und im Settings-/Readiness-Kontext sichtbar gemacht.
- [x] #3 Die v3-Skill-Registry wird geparst und in Audit-Generierung sowie Tests über das neue Finding-Schema genutzt.
- [x] #4 Outreach bleibt persönlicher SMTP-Dogfood-Kanal; bestehende Freigabe-Gates bleiben intakt und SaaS-Mailbox-Onboarding wird nicht eingeführt.
- [x] #5 Bestehende Tests plus neue TDD-Tests für Service-Adapter, Usage-Logging und Skill-Registry laufen erfolgreich.
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Baseline und Arbeitsbranch sichern
2. Service-Adapter und Usage-Logging TDD implementieren
3. v3-Skill-Registry und Audit-Schema TDD implementieren
4. Pipeline-Orchestrierung auf externe Services umstellen
5. Settings/Readiness und Dokumentation aktualisieren
6. Reviews, Integration und vollständige Verifikation
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Worker B: Start TDD-Slice fuer v3 Skill-Registry und Finding-Schemas. Write-Set: lib/skills-registry.ts, lib/ai/schemas.ts, Skill-/Schema-Tests.
Baseline vor Umsetzung: `pnpm test` grün mit 307/307 Tests auf Branch `codex/pipeline-first-external-services`. Drei parallele Worker gestartet: Service-Adapter/Usage, v3-Skill-Registry/Schema, Operations-Readiness/Doku.
Worker B: GREEN fuer v3 Registry/Schemas. parseSkillsRegistry erkennt v3 YAML-Metablocks aus v2_elemente/skills.md und bleibt legacy-kompatibel; AI-Schemas enthalten v3 Finding-Items plus Audit-Aggregate. Gezielte Worker-B-Tests: 17/17 gruen. Gesamtes pnpm test weiterhin durch parallele fremde Tests blockiert (external-audit-services, operational-readiness).
Worker B: Final fokussierte Verifikation nach Mischformat-Test: 18/18 gruen fuer audit-skill-registry-v3, ai-schemas und skills-registry.
Worker B Quality Review: Start TDD-Fix fuer strengere v3 Audit-Schemas und keine heuristischen v3-Kategorien.
Worker B Quality Review: GREEN. v3 Audit-Schema rejected blank text/empty arrays, ctaType auf anruf|termin|rueckruf begrenzt; v3 Registry gibt ohne explizite Kategorie keine category mehr aus. Fokussierte Tests: 21/21 gruen.
Worker B Quality Review: Erweiterte fokussierte Verifikation inkl. audit-evidence: 27/27 gruen.
Grundslices reviewt: A Service-Adapter/Usage approved, B v3 Skill-Registry/Schemas approved, C Operations-Readiness/Doku approved. Reviewer-Verifikation: C `pnpm test` 321/321; B fokussiert 21/21; A fokussiert 7/7.
Worker D: GREEN fuer Convex Usage-/Kostenpersistenz-Slice. Added usageEvents schema with provider/operation/runId/leadId/auditId/estimatedCostUsd/tokens/callCounts/createdAt, bounded indexes, internal recordUsageEvent mutation, and bounded usage queries by latest/run/lead/audit/provider. RED confirmed via failing usage-events-source contract before implementation; final verification `pnpm test -- tests/usage-events-source.test.ts` passed with tsc and 332/332 tests. Task intentionally remains In Progress pending orchestrator/user confirmation.
Worker D Quality Review: GREEN fuer UsageEvents numeric guardrails. RED bestaetigt durch neuen Source-Contract fuer assertValidUsageEventNumbers vor ctx.db.insert. recordUsageEvent validiert jetzt estimatedCostUsd als finite non-negative number und alle token/callCounts-Felder als finite non-negative integers, um negative Werte, NaN, Infinity und Bruchwerte vor Persistenz zu blockieren. Final verification `pnpm test -- tests/usage-events-source.test.ts` passed with tsc and 334/334 tests. Task bleibt In Progress.
UsageEvents-Slice approved: schema/module/tests mit Guardrails fuer finite non-negative Kosten und integer Tokens/CallCounts; D Spec+Quality approved.
Worker E: RED/GREEN fuer externe Audit-Orchestrierung abgeschlossen. RED bestaetigt mit neuem tests/external-audit-pipeline-source.test.ts: fehlende externe Helper, UsageEvents und Jina-Markdown-Anbindung. GREEN: auditGenerationAction bereitet ScreenshotOne/Jina-Capture aus started.lead.websiteUrl/websiteDomain vor, guardet ScreenshotOne ueber SCREENSHOTONE_API_KEY, nutzt optional JINA_API_KEY, persistiert erfolgreiche ScreenshotOne-Bilder via ctx.storage.store + internal.auditGeneration.persistExternalCaptureScreenshot in websiteCrawlScreenshots, gibt Jina-Markdown in buildAuditEvidenceInput/Prompts und protokolliert usageEvents fuer screenshotone/jina audit_capture sowie openrouter audit_generation. Fokussierte Verifikation: pnpm test -- tests/external-audit-pipeline-source.test.ts gruen mit 335/335 Tests.
Worker E Quality Review: RED/GREEN fuer drei Review-Issues abgeschlossen. RED: tests/external-audit-pipeline-source.test.ts fiel auf fehlende Capture-Timeouts/Body-Limits, unsichere Error-Pfade und fehlende German-Copy-Usage-Aggregation. GREEN: auditGenerationAction nutzt EXTERNAL_CAPTURE_TIMEOUT_MS mit AbortController, MAX_SCREENSHOT_BYTES, MAX_JINA_MARKDOWN_BYTES und MAX_JINA_MARKDOWN_CHARS; Screenshot/Jina Bodies werden stream-basiert begrenzt statt response.blob()/response.text(); messageFromError sanitizt ueber sanitizeSecretCandidates inkl. SCREENSHOTONE_API_KEY/JINA_API_KEY und alle Error-Pfade nutzen safeErrorSummary; German-Copy UsageEvent aggregiert alle sechs OpenRouter-Aufrufe der Stufe. Verifikation: pnpm test -- tests/external-audit-pipeline-source.test.ts gruen mit 341/341 Tests.
Orchestrator final verification: AC #1 checked after external Capture/Generation pipeline uses ScreenshotOne/Jina/PageSpeed/OpenRouter server-side configuration, persists screenshots to existing websiteCrawlScreenshots/artifacts, and records provider usage. AC #4 checked because outreach remains the personal SMTP dogfood flow with existing review gates; no SaaS mailbox onboarding was introduced. Final review found no P0/P1 blockers. Task remains In Progress pending Matthias manual confirmation before Done.
2026-06-07: Investigating user report that audit runs fail and Convex table rows mention Azure. Repository search found no azure/Azure/AZURE string in code or backlog, so initial hypothesis is that Azure comes from an external provider/model error surfaced through OpenRouter/AI SDK or persisted raw error details from a live Convex run, not from application code.
2026-06-07: Root cause for failed auditGenerations confirmed from live error: OpenRouter routed an OpenAI-compatible request through an Azure-backed provider path using strict structured outputs. AI SDK 6/OpenAI strictJsonSchema rejects response_format JSON schemas where an object property exists but is omitted from required; Zod .optional() generated exactly that for auditClassificationSchema.usedSkills. Classification failed before any audit could complete. Applied TDD fix: changed generated-output schemas used by generateObject from optional top-level fields to nullable fields for auditClassificationSchema.usedSkills, followUpDraftSchema.followInDays/goals, and qualityReviewSchema.notes; updated prompt/action null handling. RED confirmed focused schema test failed on missing usedSkills; GREEN verification passed: focused ai-schemas test 11/11, pnpm test 365/365, pnpm exec tsc -p tsconfig.json --pretty false, pnpm lint 0 errors with two pre-existing BetterAuth generated warnings, pnpm exec tsc -p convex/tsconfig.json --pretty false. Convex SaaS typecheck could not be completed because sandbox network failed and escalation was rejected due external code/metadata upload risk; user approval is required for that exact command.
2026-06-07 follow-up live Convex investigation for run j97d4ytrzccqcx3vc05dre30rh886wz4 on dev deployment different-caterpillar-213: Azure schema blocker is resolved; classification/multimodal/germanCopy succeeded. Current hard failure is qualityReview. Convex auditGenerations quality parsedJson shows LLM QA isValid=false for subjective copy notes (langatmig/redundant), plus German-Copy-Guard issues. Local reproduction of the live German copy showed deterministic guard false positives: emailBody missed observation/suggestion because observed text used "festgestellt" outside the narrow token pattern, and callScript.closeLine incorrectly required Ich-form for a collaborative closing line. Implemented TDD fix: German guard now recognizes festgestellt/feststellen/feststellbar and noun-form "Vorschlag"; call-script close lines no longer require Ich-form. Audit action now hard-blocks only deterministic German-Copy-Guard failures; subjective LLM QA false is persisted/logged as warning while allowing the audit to continue. Added regression tests for the live copy and source contract. Verification passed: pnpm test 366/366, pnpm exec tsc -p tsconfig.json --pretty false, pnpm lint 0 errors with two existing BetterAuth generated warnings, pnpm exec tsc -p convex/tsconfig.json --pretty false. Attempted Convex dev deployment was rejected by approval reviewer because it changes shared Dev behavior and user has not explicitly approved deployment.
<!-- SECTION:NOTES:END -->

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---
id: TASK-31
title: Require auth for usage event reads
status: In Progress
assignee: []
created_date: '2026-06-06 20:27'
updated_date: '2026-06-06 20:31'
labels: []
dependencies: []
priority: high
ordinal: 33000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Protect public Convex usageEvents read queries from unauthenticated access while preserving validators, bounded reads, and index usage.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Source contracts assert every public usageEvents read query requires requireOperator auth
- [x] #2 usageEvents read queries call requireOperator before reading sensitive telemetry
- [x] #3 Focused usage-events source tests pass after the implementation
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect usageEvents source tests and local auth patterns
2. Add RED source contracts for authenticated read queries
3. Run focused test and capture RED
4. Add minimal requireOperator guard to usageEvents reads
5. Run focused GREEN verification and self-review
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: pnpm test -- tests/usage-events-source.test.ts is blocked by pre-existing tests/ai-schemas.test.ts missing exports. Focused node --test tests/usage-events-source.test.ts fails as expected on missing usageEvents requireOperator auth guard.
GREEN: node --test tests/usage-events-source.test.ts passes 6/6. pnpm test -- tests/usage-events-source.test.ts compiles and usageEvents tests pass, but the overall runner fails on existing external-audit-pipeline-source.test.js: audit generation action sanitizes raw errors before run events and run failure summaries, outside Worker F scope.
<!-- SECTION:NOTES:END -->

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---
id: TASK-32
title: Wire v3 skill registry into audit generation
status: In Progress
assignee: []
created_date: '2026-06-06 20:27'
updated_date: '2026-06-06 20:36'
labels: []
dependencies: []
priority: high
ordinal: 34000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Fix the final review finding by using the v3 skills registry and v3 finding validation in the live audit generation path while preserving best-effort fallback behavior.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 auditGenerationAction loads and passes a non-empty v3 skill registry from v2_elemente/skills.md/loadSkillsRegistry when available
- [x] #2 Classification uses a v3 findings schema live instead of legacy-only internalFindingsSchema
- [x] #3 Audit persistence validators accept v3 usedSkills with id and optional category without forcing undefined category fields
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Read current audit generation, schemas, validators, and focused tests
2. Add RED source-contract/schema tests for v3 registry, v3 classification, and optional usedSkill category
3. Run focused tests and record failures
4. Implement minimal wiring and validator/schema changes
5. Run focused tests green plus relevant verification
6. Self-review scope and update task notes without closing
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: pnpm test tests/audit-generation-action-source.test.ts tests/ai-schemas.test.ts tests/audit-skills-schema.test.ts tests/audit-skill-registry-v3.test.ts failed in tsc because auditClassificationSchema and AuditClassification are not exported yet. This confirms the v3 classification schema is not wired.
GREEN: pnpm exec tsc -p tsconfig.test.json exited 0. Focused compiled tests passed: node --test .test-output/tests/audit-generation-action-source.test.js .test-output/tests/ai-schemas.test.js .test-output/tests/audit-skills-schema.test.js .test-output/tests/audit-skill-registry-v3.test.js => 32/32 pass. Full pnpm test passed: 345/345. Self-review: no changes to convex/usageEvents.ts, no commit/staging; usedSkills optional fields are conditionally spread before persistence.
<!-- SECTION:NOTES:END -->

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---
id: TASK-33
title: Fix v3 live wiring quality issues
status: In Progress
assignee: []
created_date: '2026-06-06 20:41'
updated_date: '2026-06-06 20:47'
labels: []
dependencies: []
priority: high
ordinal: 35000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Address the two v3 live wiring review quality issues: select category-less v3 skills from the real registry and keep registry-load warning logging best-effort.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Real v3 skills from v2_elemente/skills.md are selected from realistic audit evidence without fabricated categories
- [x] #2 Legacy category-based skill registry selection continues to work
- [x] #3 Registry load fallback returns an empty registry even when warning event logging fails
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect current skill selection and action warning fallback
2. Add RED tests for real v3 registry selection and isolated warning logging
3. Run focused tests and record RED failures
4. Implement minimal selection and warning isolation fixes
5. Run focused tests green plus typecheck/relevant suite
6. Self-review scope and leave task In Progress
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: tsc passed. node --test .test-output/tests/audit-evidence.test.js .test-output/tests/audit-generation-action-source.test.js failed with 2 expected failures: real v3 registry selectedSkills was empty/missing ids, and loadAuditSkillRegistry warning logging lacked isolated try/catch fallback.
GREEN: pnpm exec tsc -p tsconfig.test.json exited 0. Focused tests passed: node --test .test-output/tests/audit-evidence.test.js .test-output/tests/audit-generation-action-source.test.js => 23/23 pass. Full pnpm test passed: 347/347. Self-review: only touched audit-evidence skill selection, auditGenerationAction registry warning fallback, and focused tests; no staging/commit; no convex/usageEvents.ts changes.
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---
id: TASK-34
title: Harden v3 selection and Convex payloads
status: In Progress
assignee: []
created_date: '2026-06-06 20:54'
updated_date: '2026-06-06 21:03'
labels: []
dependencies: []
priority: high
ordinal: 36000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Fix v3 quality review issues by removing explicit undefined values from Convex mutation payloads and making v3 skill selection registry-driven with negative applicability tests.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Convex mutation payloads in auditGenerationAction omit undefined top-level and nested fields
- [x] #2 v3 skill selection is registry-driven by applies_when and declared inputs with deterministic capped output
- [x] #3 Negative v3 input/applicability tests and legacy category tests pass
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect current Convex mutation payload construction and v3 selection
2. Add RED tests for no undefined payload patterns, negative v3 gating, and deterministic cap
3. Run focused tests and record RED failures
4. Implement minimal payload omission and registry-driven v3 selection
5. Run focused tests green plus pnpm test if fast
6. Self-review scope and leave task In Progress
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: tsc passed, focused node --test .test-output/tests/audit-evidence.test.js .test-output/tests/audit-generation-action-source.test.js failed as expected on registry-order v3 cap and explicit undefined stage payload contract. GREEN: tsc passed; focused tests passed 26/26; full pnpm test passed 350/350. Self-review: no commits/staging, no changes to convex/usageEvents.ts, no ScreenshotOne missing-key behavior changes.
<!-- SECTION:NOTES:END -->

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---
id: TASK-35
title: Remove remaining undefined audit generation payloads
status: In Progress
assignee: []
created_date: '2026-06-06 21:06'
updated_date: '2026-06-06 21:13'
labels: []
dependencies: []
priority: high
ordinal: 37000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Fix TASK-34 spec-review issues by preventing appendRunEvent, success finish, and quality stage calls from sending explicit undefined optional fields.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 appendRunEvent only sends details when defined
- [x] #2 success finishAuditGenerationRun omits errorSummary instead of sending undefined
- [x] #3 quality-stage persistAuditStage callsite does not pass explicit undefined optional fields
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect appendRunEvent, quality persist stage, and success finish call
2. Add RED source contracts for remaining explicit undefined patterns
3. Run focused tests and record RED
4. Implement minimal conditional spreads
5. Run focused tests green and full pnpm test if fast
6. Self-review scope and leave task In Progress
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: tsc passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js failed as expected on three contracts: appendRunEvent details sent as args.details, success finishAuditGenerationRun ternary errorSummary undefined, and qualityReview persistAuditStage callsite ternary errorSummary undefined.
RED: tsc passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js failed as expected on appendRunEvent details, success finishAuditGenerationRun errorSummary ternary, and qualityReview persistAuditStage errorSummary ternary. GREEN: focused source test passed 21/21; full pnpm test passed 353/353. Self-review: changed only convex/auditGenerationAction.ts and tests/audit-generation-action-source.test.ts in this turn; no commits/staging; no UsageEvents or ScreenshotOne behavior changes.
<!-- SECTION:NOTES:END -->

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---
id: TASK-36
title: Remove optional helper undefined args
status: In Progress
assignee: []
created_date: '2026-06-06 21:15'
updated_date: '2026-06-06 21:23'
labels: []
dependencies: []
priority: high
ordinal: 38000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Fix remaining spec-review issues in auditGenerationAction by avoiding explicit undefined auditId and nested usage fields in helper call arguments.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 persistAuditStage callsites include auditId only by conditional spread
- [x] #2 recordOpenRouterUsage/recordAuditUsageEvent/capture helper callsites include optional auditId only by conditional spread
- [x] #3 stage usage helper args are built without explicit undefined token fields
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect auditId and usage helper callsites
2. Add RED source contracts for optional auditId and nested usage args
3. Run focused test and record RED
4. Implement minimal conditional spreads and usage arg helper
5. Run focused tests green and full pnpm test if fast
6. Self-review scope and leave task In Progress
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: tsc passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js failed as expected on persistAuditStage auditId callsites, helper auditId callsites, and inline nested usage objects.
GREEN: pnpm exec tsc -p tsconfig.test.json passed. Focused node --test .test-output/tests/audit-generation-action-source.test.js passed 24/24. Full pnpm test passed 356/356. Implemented conditional auditId spreads at persist/helper callsites and stage usage builder for callsite usage objects.
<!-- SECTION:NOTES:END -->

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---
id: TASK-37
title: Prioritize v3 local audit skills
status: In Progress
assignee: []
created_date: '2026-06-06 21:30'
updated_date: '2026-06-06 21:38'
labels: []
dependencies: []
priority: high
ordinal: 39000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Add a deterministic local-audit relevance rule before the v3 skill selection cap so core applicable skills are not displaced by registry order.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Full-evidence v3 selection includes local-seo-basics and performance-experience within the cap
- [x] #2 v3 input/applicability gating remains enforced
- [x] #3 Legacy category-based skill selection remains supported
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect current v3 selection and existing audit-evidence tests
2. Add RED tests against real v2_elemente/skills.md for full-evidence core skill inclusion and missing-input gating
3. Run focused test and record RED
4. Implement minimal deterministic local-audit relevance sort before cap
5. Run focused tests green and full pnpm test if fast
6. Self-review scope and leave task In Progress
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: pnpm exec tsc -p tsconfig.test.json passed. Focused node --test .test-output/tests/audit-evidence.test.js failed as expected: full-evidence v3 selection returned registry-order ids visual-design, first-impression-clarity, contact-conversion, mobile-usability, trust-signals, conversion-copy instead of including local-seo-basics and performance-experience before the cap.
GREEN: pnpm exec tsc -p tsconfig.test.json passed. Focused node --test .test-output/tests/audit-evidence.test.js passed 8/8. Full pnpm test passed 356/356. Added deterministic v3 local-audit priority before cap while preserving applicability/input gating and legacy category selection.
<!-- SECTION:NOTES:END -->

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---
id: TASK-38
title: Add ScreenshotOne missing-key run warning
status: In Progress
assignee: []
created_date: '2026-06-06 21:41'
updated_date: '2026-06-06 21:46'
labels: []
dependencies: []
priority: high
ordinal: 40000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Emit a best-effort warning run event when an external audit needs screenshots but SCREENSHOTONE_API_KEY is not configured, while keeping audit classification and AI stages running.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 needsScreenshots with missing SCREENSHOTONE_API_KEY writes a warning run event through appendRunEvent
- [x] #2 warning logging is best-effort and cannot fail the audit run
- [x] #3 needsScreenshots false does not emit the missing-key warning
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect current ScreenshotOne skip path and source-contract style
2. Add RED source-contract for warning event and best-effort guard
3. Run focused test to capture RED
4. Implement minimal runtime warning inside needsScreenshots missing-key branch
5. Run focused tests green and broader tests if practical
6. Self-review and report without staging or commits
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED verified: pnpm exec tsc -p tsconfig.test.json passed, then node --test .test-output/tests/external-audit-pipeline-source.test.js failed only on missing ScreenshotOne config warning message (actual index -1).
GREEN verified: focused node --test .test-output/tests/external-audit-pipeline-source.test.js passed 11/11 after implementation. Full pnpm test passed 357/357 with exit 0.
<!-- SECTION:NOTES:END -->

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---
id: TASK-39
title: Secure Convex operator APIs
status: In Progress
assignee: []
created_date: '2026-06-06 21:52'
updated_date: '2026-06-06 22:00'
labels: []
dependencies: []
priority: high
ordinal: 41000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Guard non-public Convex audit, lead, and run APIs so sensitive operational data is not exposed or mutated without authentication while preserving internal pipeline calls.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Audit admin reads and writes require operator auth while getPublicBySlug remains public
- [x] #2 Lead admin reads and review mutations require operator auth while internal audit-generation calls use internal functions
- [x] #3 Run admin reads/writes require operator auth while internal actions can append run events safely
- [x] #4 Source contracts and full tests pass
<!-- AC:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Worker I audit slice: Added source-contract coverage for audit admin auth guards and preserved public getPublicBySlug. RED: node --test .test-output/tests/audits-auth-source.test.js failed on create missing requireOperator before ctx.db. GREEN: pnpm exec tsc -p tsconfig.test.json passed; node --test .test-output/tests/audits-auth-source.test.js passed (2/2).
Worker J RED/GREEN: Added leads/runs source contracts; initial pnpm test failed on missing lead/run requireOperator guards and missing internal lead/run action refs. Implemented operator auth for public leads/runs APIs, added internal lead get/review update and run append event mutations, and switched auditGenerationAction/pageSpeedAction/websiteEnrichmentAction to internal refs. GREEN: pnpm test passed (363/363). Did not touch convex/audits.ts and did not stage/commit.
<!-- SECTION:NOTES:END -->

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---
id: TASK-40
title: Behebe abschliessende Lint-Blocker
status: In Progress
assignee: []
created_date: '2026-06-06 22:10'
updated_date: '2026-06-06 22:15'
labels: []
dependencies: []
priority: high
ordinal: 42000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Fix the final lint blockers after the v2 pipeline implementation without changing runtime behavior. Keep v2_elemente as planning/reference material unless production imports require otherwise.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 pnpm lint exits 0 or only documents unrelated pre-existing generated warnings with a scoped suppression decision
- [x] #2 pnpm test remains green
- [x] #3 git diff --check remains green
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Reproduce pnpm lint failures
2. Apply scoped minimal lint policy or test-file cleanup
3. Re-run pnpm lint, pnpm test, git diff --check
4. Leave task In Progress until Matthias confirms Done
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
TASK-40 worker update: fixed final lint blockers by ignoring v2_elemente reference snippets in ESLint and removing an unused helper from tests/external-audit-pipeline-source.test.ts. Verification: pnpm lint exits 0 with only generated convex/betterAuth/_generated unused-disable warnings; pnpm test passes 363/363; git diff --check exits 0. Task intentionally left In Progress pending user confirmation.
<!-- SECTION:NOTES:END -->

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---
id: TASK-41
title: Repariere Convex-Typecheck fuer Usage Events
status: In Progress
assignee: []
created_date: '2026-06-06 22:13'
updated_date: '2026-06-06 22:16'
labels: []
dependencies: []
priority: high
ordinal: 43000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Fix final Convex typecheck blockers after adding usageEvents and external screenshot persistence. This includes updating generated Convex API references if required and making screenshot blob storage type-valid without changing runtime behavior.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 pnpm exec convex codegen --dry-run --typecheck enable exits 0
- [x] #2 pnpm exec tsc --noEmit exits 0 or reports only documented unrelated pre-existing issues
- [x] #3 pnpm test remains green
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Reproduce Convex typecheck/codegen failures
2. Regenerate Convex API if required
3. Fix screenshot Blob typing with minimal runtime-neutral change
4. Re-run Convex typecheck, tsc, pnpm test
5. Leave task In Progress until Matthias confirms Done
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Verification/results:
- Reproduced with `pnpm exec convex codegen --dry-run --typecheck enable` outside sandbox after pnpm sandbox DB failure; initial result failed with TS2339 `internal.usageEvents` missing and TS2322 `Uint8Array<ArrayBufferLike>` not assignable to `BlobPart` in convex/auditGenerationAction.ts.
- Ran `pnpm exec convex codegen` outside sandbox; generated convex/_generated/api.d.ts now includes usageEvents.
- Applied minimal ownership-scoped Blob typing fix in convex/auditGenerationAction.ts by wrapping screenshotBytes with `new Uint8Array(screenshotBytes)` before Blob storage.
- `pnpm exec convex codegen --dry-run --typecheck enable` exits 0.
- `pnpm exec tsc --noEmit` exits 2 only because of unrelated pre-existing v2_elemente/* errors (missing local generated modules/imports and implicit any issues); no TASK-41/convex/auditGenerationAction.ts errors remain. Per user instruction, v2_elemente fixes were not touched.
- `pnpm test` exits 0: 363 tests passed, 0 failed.
<!-- SECTION:NOTES:END -->

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---
id: TASK-42
title: Scope v2 Referenzdateien aus dem Typecheck
status: In Progress
assignee: []
created_date: '2026-06-06 22:16'
updated_date: '2026-06-06 22:18'
labels: []
dependencies: []
priority: high
ordinal: 44000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Keep v2_elemente as PRD/reference snippets while ensuring the production TypeScript check is not broken by those exploratory files.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 pnpm exec tsc --noEmit exits 0
- [x] #2 pnpm lint remains green
- [x] #3 pnpm test remains green
- [x] #4 v2_elemente content remains available as planning/reference material
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Reproduce tsc failures from v2_elemente snippets
2. Apply minimal production TypeScript scope fix
3. Re-run tsc, lint, tests, diff check
4. Leave task In Progress until Matthias confirms Done
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Reproduced pnpm exec tsc --noEmit failure: production tsconfig includes v2_elemente reference snippets via **/*.ts, while eslint already scopes them out as non-runtime material.
Applied minimal scope fix: tsconfig.json now excludes v2_elemente/** from the production TypeScript program, matching the existing ESLint ignore for reference snippets. Verification passed: pnpm exec tsc --noEmit (exit 0), pnpm lint (exit 0 with two existing generated-file warnings), pnpm test (exit 0, 363 tests passed), git diff --check (exit 0). v2_elemente contents were not edited.
<!-- SECTION:NOTES:END -->

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---
id: TASK-43
title: Stabilisiere Website-Enrichment ohne Playwright-Abbruch
status: In Progress
assignee: []
created_date: '2026-06-07 19:40'
updated_date: '2026-06-07 20:57'
labels: []
dependencies: []
priority: high
ordinal: 45000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Investigate and fix the Convex websiteEnrichmentAction crash where Playwright/Chromium closes during lead enrichment after a new lead is created. The action should not fail the lead pipeline when browser-based enrichment crashes.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 The root cause and affected call path are documented in task notes
- [x] #2 Lead enrichment degrades gracefully when browser/page/context is closed
- [x] #3 Regression tests cover the browser-closed failure path or removal of Playwright dependency
- [x] #4 Relevant verification commands pass
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Reproduce and trace the browser-closed failure path in websiteEnrichmentAction
2. Compare with existing graceful-failure paths and Convex action constraints
3. Add a RED regression test for page/context/browser closed during page capture
4. Delegate a minimal fix that degrades enrichment instead of crashing
5. Run focused and full verification; leave task In Progress until Matthias confirms Done
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Root-cause investigation: The reported Convex log is from internal action websiteEnrichmentAction:processLeadEnrichment, not auditGenerationAction. The action still launches Playwright/Chromium for legacy lead website enrichment. The log shows navigation reached the target page multiple times, then Playwright threw `Target page, context or browser has been closed`. Current code has an outer catch, but the outer finally closes desktopContext/mobileContext/browser without protection; if a resource is already closed, cleanup can throw after the catch and surface as Convex Uncaught Error. Helper-level page.close() calls are also unprotected and can obscure the original browser failure. Hypothesis: cleanup must be best-effort and browser/page instability should finish the run as failed/degraded, queue PageSpeed if possible, and patch lead reason instead of crashing the action runtime.
TASK-43 Worker update: Website-Enrichment-only fix. RED test added in tests/website-enrichment-action.test.ts for best-effort Playwright cleanup; initial focused run failed on missing isPlaywrightTargetClosedError/closePlaywrightResourceSafely contract. Minimal fix in convex/websiteEnrichmentAction.ts adds isPlaywrightTargetClosedError and closePlaywrightResourceSafely; page.close(), desktopContext.close(), mobileContext.close(), and browser.close() now run through the safe helper. Target/page/context/browser closed cleanup errors are swallowed so the existing action catch/failure path can persist failed runs, queue PageSpeed when possible, and patch lead reason. Unexpected cleanup close failures are swallowed with console.warn. No AuditGeneration, ScreenshotOne, or Jina slices touched by this TASK-43 change. Verification: pnpm test -- tests/website-enrichment-action.test.ts passed after RED/GREEN (386 pass, 0 fail); pnpm exec tsc --noEmit passed; pnpm lint passed with 2 existing generated-file warnings in convex/betterAuth/_generated; pnpm test passed (364 pass, 0 fail); git diff --check passed.
Live follow-up 2026-06-07 22:34 CEST: Audit generation now succeeds, but website_enrichment still fails before useful extraction when TASK8_BROWSER_ASSET_URL / Chromium source is not configured. New objective for this task slice: remove the Chromium/Playwright hard requirement by adding a no-browser enrichment path, or otherwise prevent the website_enrichment run from failing solely because no browser asset is configured.
Follow-up fix: The live Convex run j9737mz0tkgdbg6mzjxjd1w7018878b1 failed because processLeadEnrichment still treated missing TASK8_BROWSER_ASSET_URL / Chromium source as a fatal Playwright bootstrap error. Added a browserless fetch fallback in convex/websiteEnrichmentAction.ts: when no Chromium source is configured, the action records a warning, fetches homepage/relevant static subpages directly with bounded response reads, extracts metadata/links/contact candidates via the existing website-crawler helpers, persists websiteCrawlPages/websiteCrawlLinks/websiteEmailCandidates/websiteTechnicalChecks with screenshots=[], patches the lead, queues PageSpeed, and finishes website_enrichment as succeeded if direct crawl succeeds. Existing Playwright path remains available when Chromium is configured. Regression source tests now cover the no-Chromium branch and browserless persistence. Verification: pnpm test -- tests/website-enrichment-action.test.ts passed; pnpm exec tsc -p convex/tsconfig.json --pretty false passed; pnpm exec tsc -p tsconfig.json --pretty false passed; pnpm test passed (368/368); pnpm lint passed with 2 existing generated BetterAuth warnings; git diff --check passed.
Final verification after robustness cleanup: pnpm test -- tests/website-enrichment-action.test.ts passed (392/392 in focused harness); pnpm exec tsc -p convex/tsconfig.json --pretty false passed; pnpm exec tsc -p tsconfig.json --pretty false passed; git diff --check passed; pnpm test passed (368/368); pnpm lint passed with the same two generated BetterAuth unused-disable warnings and 0 errors.
<!-- SECTION:NOTES:END -->

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---
id: TASK-44
title: Port audit pipeline fully into the MVP
status: In Progress
assignee: []
created_date: '2026-06-07 21:16'
updated_date: '2026-06-07 21:34'
labels: []
dependencies: []
priority: high
ordinal: 46000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Remove runtime dependencies on v2 reference files, bundle the v3 audit skill registry into the MVP, and ensure audit generation consumes website enrichment evidence from the lead's latest successful enrichment run.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Audit generation no longer reads or imports v2_elemente at runtime
- [x] #2 MVP v3 audit skills are bundled through a production-owned source and selected during audit evidence building
- [x] #3 Audit generation evidence includes crawl pages, technical checks, and screenshots from the latest successful website_enrichment run for the same lead
- [ ] #4 ScreenshotOne remains optional only until configured and no missing-key warning appears after the corrected Convex env is present
- [x] #5 Regression tests and local verification commands pass
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add RED tests for bundled MVP skill registry and no v2 runtime dependency
2. Add RED tests for audit evidence loading latest successful website enrichment data by lead
3. Implement bundled MVP v3 skill registry and wire audit generation action to it
4. Implement lead-based enrichment evidence lookup with audit-run screenshot fallback
5. Clarify readiness copy for Next vs Convex env scope
6. Run focused and full verification without closing the backlog task
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Implemented GREEN slice after RED tests: added bundled MVP v3 audit skill registry, rewired auditGenerationAction away from v2_elemente runtime file reads, loaded latest successful website_enrichment evidence by lead in getAuditGenerationEvidence, preserved audit-run ScreenshotOne captures, and clarified settings readiness copy for Next.js vs Convex Action env scope. Focused tests passed for registry, audit evidence, action source, persistence source, and ops quality.
Masked Convex env check confirms SCREENSHOTONE_API_KEY is present in the dev deployment. AC #4 remains open until a fresh live audit run confirms no ScreenshotOne missing-key warning in Run Events.
<!-- SECTION:NOTES:END -->

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---
id: TASK-45
title: Show audit evidence on detail pages
status: In Progress
assignee: []
created_date: '2026-06-07 21:50'
updated_date: '2026-06-07 22:01'
labels: []
dependencies: []
priority: high
ordinal: 47000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Fix the audit detail view so stored checked pages and compact website-enrichment evidence are visible instead of only showing the page count.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Audit detail query returns ordered checked-page evidence with crawl, technical, and screenshot summaries
- [x] #2 Audit detail UI renders a compact Geprüfte Seiten section between overview and skills
- [x] #3 Fallback rows render checkedPages even when enrichment evidence is missing
- [x] #4 Public audit and outreach flows remain unchanged
- [x] #5 Regression tests and local verification pass
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add RED tests for getDetail sourceSummaries checked-page evidence
2. Add RED tests for AuditDetail compact evidence rendering
3. Extend audits.getDetail with bounded lead/enrichment evidence summaries
4. Render compact checked-page evidence card in AuditDetail
5. Run focused and full verification without closing the task
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Implemented getDetail sourceSummaries.checkedPages with latest successful website_enrichment evidence by lead, bounded crawl/technical/screenshot joins, storage URL resolution, and checkedPages fallback rows. AuditDetail now renders a compact Geprüfte Seiten card between overview and skills. Verification passed: focused tests, pnpm test, app tsc, lint, git diff --check, convex codegen dry-run/typecheck, and convex dev --once. Browser plugin reached login because its session is unauthenticated; Arc/local authenticated session should show the deployed query after reload.
<!-- SECTION:NOTES:END -->

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---
id: TASK-46
title: Add Convex specialist fan-out audit pipeline
status: In Progress
assignee: []
created_date: '2026-06-08 09:04'
updated_date: '2026-06-08 09:19'
labels: []
dependencies: []
priority: high
ordinal: 48000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Implement an evidence-first specialist fan-out/fan-in audit generation pipeline in Convex so audits produce verified, reviewable findings before German copy and publication.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Specialist audit stages run after evidence collection and before German copy
- [x] #2 Specialist findings include typed evidence refs and unsupported claims are rejected
- [x] #3 Verified findings are persisted separately and surfaced on audit detail pages
- [x] #4 Quality review blocks when either model QA or German copy guard fails
- [x] #5 Skill summaries use real registry purpose or instructions
- [x] #6 Schema, evidence, action-source, persistence, quality gate, and UI tests pass
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add RED tests for specialist schemas, evidence IDs, action ordering, persistence, QA gates, and UI rendering
2. Implement schema validators and evidence ledger helpers
3. Add auditFindings persistence and detail query joins
4. Wire specialist fan-out stages and evidence verifier before German copy
5. Make qualityReview model invalid state blocking and improve skill summaries
6. Update audit detail UI to render findings with evidence chips
7. Run focused tests, typecheck, and full test suite where feasible
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
RED: pnpm exec tsc -p tsconfig.test.json fails because AuditEvidenceInput has no evidenceLedger and lib/ai/schemas exports no specialist/verifier schemas yet. This is the expected missing-feature failure.
GREEN: Focused audit fan-out/source/UI tests passed 67/67. Full pnpm test passed 384/384. Implemented specialist fan-out stages, evidence ledger, auditFindings persistence, blocking model+guard QA, real skill summaries, and findings-first audit detail UI.
<!-- SECTION:NOTES:END -->

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---
id: TASK-47
title: Fix evidence verifier audit generation failure
status: In Progress
assignee: []
created_date: '2026-06-08 09:35'
updated_date: '2026-06-08 10:07'
labels: []
dependencies: []
priority: high
ordinal: 49000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Diagnose and fix the evidenceVerifier stage failure in the Convex specialist fan-out audit pipeline so live audit generation can complete or fail with actionable verifier diagnostics.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Root cause is identified from persisted run or generation evidence
- [x] #2 Evidence verifier schema or prompt no longer fails on valid specialist outputs
- [x] #3 Audit generation preserves strict evidence gates without schema-induced false failures
- [x] #4 Focused and full regression tests pass
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Pull the failing evidenceVerifier error details from Convex run/generation records
2. Add a RED regression test for the root cause
3. Fix the verifier schema/prompt or fallback behavior at the source
4. Run focused fan-out tests and full pnpm test
5. Record verification notes and keep task In Progress until user confirms live audit works
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Root cause from Convex auditGenerations/agentRunEvents: all specialist structured-output calls failed before content generation because Azure rejected the response_format schema. The shared evidenceRef object declared sourceUrl as an optional property, but Azure/OpenAI strict structured outputs require every declared property to be listed in required. The verifier then received an empty findings array and failed on the same schema issue.
Fix: made Specialist/Verifier output schemas strict-output compatible by requiring sourceUrl and required array fields, added explicit prompt guidance for sourceUrl/status/findings/notes, and replaced rejectedFindings with a narrow rejection schema so unknown/generic rejected claims do not have to pass the publishable finding schema.
Verification: RED test reproduced schema.findings[].evidenceRefs[].sourceUrl missing from required; focused schema tests now pass; fan-out/persistence/UI tests pass; pnpm test passes 386/386; git diff --check passes; ESLint on touched source/test files passes.
Second live failure root cause: after the strict schema fix, specialist stages succeeded, but evidenceVerifier failed with "No object generated: could not parse the response." The persisted verifier prompt contained about 10 full specialist findings and the verifier schema required echoing full verifiedFindings objects back. With the classification profile capped at 1200 output tokens, this made verifier output too large/fragile to parse. Context7 AI SDK docs confirmed AI SDK 6 uses strict OpenAI JSON schema behavior by default; the issue was now output shape/size rather than schema rejection.
Fix: changed evidenceVerifier output to compact verifiedFindingIds plus small rejected decisions, then deterministically map accepted IDs back to original specialist findings in the action. This preserves strict evidence gates while removing verifier echoing/mutation of findings.
Verification: added RED schema regression for compact verifier IDs and many findings; focused schema/action tests pass; adjacent audit persistence/schema/UI/evidence tests pass; pnpm test passes 387/387; git diff --check passes; ESLint on touched files passes; npx convex dev --once synced the fix to dev deployment.
<!-- SECTION:NOTES:END -->

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---
id: TASK-48
title: Integrate impeccable critique into audit pipeline
status: In Progress
assignee: []
created_date: '2026-06-08 12:02'
updated_date: '2026-06-08 12:10'
labels: []
dependencies: []
priority: high
ordinal: 50000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Extend the evidence-first audit pipeline with design critique/impeccable-style visual and UX evaluation, especially the critique skill, while keeping verified findings evidence-linked and customer-safe.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Critique/impeccable skill guidance is inspected and translated into bounded audit stages or skill prompts
- [x] #2 New critique findings stay evidence-linked and flow through the compact evidence verifier
- [x] #3 German copy synthesis consumes only verified critique findings, not raw skill output
- [x] #4 Audit UI exposes critique findings with evidence chips and actual skill purpose text
- [x] #5 Focused and full regression tests cover the new critique integration
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Inspect impeccable/critique skill guidance and current audit pipeline shape
2. Define a compact critique/impeccable stage that maps skill guidance into evidence-backed audit findings
3. Add schemas/prompts or stage wiring without expanding verifier output size
4. Update UI/tests so critique findings are visible with evidence and real skill purpose
5. Run focused and full regression tests, deploy Convex dev, keep task In Progress for live confirmation
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Implemented the impeccable/critique integration as an evidence-bound audit extension. Inspected the local impeccable and critique skills; no project-specific .impeccable.md was present, so the product guidance was translated into bounded audit behavior instead of broad design taste claims. Added the V3 skill registry entry `impeccable-critique`, prioritized it in selected local audit skills, and wired a new Convex `critiqueSpecialist` stage between visual trust and performance/accessibility. The stage is instructed to produce only evidence-linked findings using skillId `impeccable-critique`; the existing compact verifier and German synthesis path remain the gate, so raw specialist output is not customer-facing. UI tests continue to cover evidence chips and real registry purpose text. Verification: focused specialist/evidence tests 45/45 passed; skill/UI tests 15/15 passed; full `pnpm test` 388/388 passed; `git diff --check` passed; targeted ESLint passed; `npx convex dev --once` synced successfully.
<!-- SECTION:NOTES:END -->

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---
id: TASK-49
title: Improve audit outreach email tone
status: In Progress
assignee: []
created_date: '2026-06-08 19:30'
updated_date: '2026-06-08 19:48'
labels: []
dependencies: []
priority: high
ordinal: 51000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Add evidence-first, collegial-direct tonal guidelines for generated outreach emails, wire them into the existing German copy stage without extra AI calls, and hard-block unnatural email copy before outreach_ready.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Shared customer tone guidelines capture the selected collegial-direct email style and banned patterns
- [x] #2 German copy prompts use the tone guidelines, explicit lead context, at most two verified findings, and no extra AI stage or model call
- [x] #3 Deterministic German copy guard blocks unnatural email subjects and bodies while keeping public audit tone checks limited to existing rules
- [x] #4 Quality review applies the same first-contact email rubric
- [x] #5 Focused and full regression tests cover natural email pass cases, unnatural email failures, source wiring, and no new generation stage
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add failing tests for natural vs. formulaic outreach email tone
2. Add shared collegial-direct tone guideline module
3. Add deterministic hard guard for email subject/body tone
4. Wire guidelines into German copy and quality review prompts without a new AI stage
5. Run focused tests, full regression, lint, diff check, and Convex dev sync
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Implemented the evidence-first outreach email tone pass. Added `lib/ai/customer-tone-guidelines.ts` with the selected collegial-direct sender posture, short first-contact email constraints, banned phrases, and prompt helper. Updated German copy generation to remove the old Ich-Ich instruction, include the shared tone section, pass normalized evidence context, and keep the existing generation call structure. Added hard deterministic email tone checks for subject length/pitch patterns, email length, sentence/paragraph count, formulaic Ich-habe/Ich-schlage-vor patterns, brochure language, mini-audit structure, informal address, and missing low-friction asks. Public audit hard guard behavior remains limited to the existing rules. Quality review now explicitly asks whether the email sounds like a real first email from Matthias, not AI sales copy, and whether concrete claims are backed by verified findings. Verification: focused tests 60/60 passed; full `pnpm test` 395/395 passed; targeted ESLint passed; `git diff --check` passed; `npx convex dev --once` synced successfully after fixing the Convex-only typecheck issue by passing `evidenceInput` instead of raw evidence.
<!-- SECTION:NOTES:END -->

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---
id: TASK-50
title: Refactor dashboard views into compact cards
status: In Progress
assignee: []
created_date: '2026-06-08 19:56'
updated_date: '2026-06-08 20:21'
labels: []
dependencies: []
priority: high
ordinal: 52000
---
## Description
<!-- SECTION:DESCRIPTION:BEGIN -->
Implement the planned internal Ops UX refactor for Campaigns, Leads, Audits, and Review Workspace using compact shadcn-style cards, modal/detail disclosure, and accessible status feedback.
<!-- SECTION:DESCRIPTION:END -->
## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 Campaigns render as a responsive card grid while preserving existing campaign actions and run logs.
- [x] #2 Leads show compact cards and open the review form in an accessible modal from Mehr anzeigen.
- [x] #3 Audits use responsive cards with detail links for audit rows and non-clickable pipeline states for generation rows.
- [x] #4 Review Workspace uses compact queue cards with a single selected detail editor while preserving existing save, publish, approve, and send flows.
- [x] #5 Relevant tests, lint, and build pass or any remaining blockers are documented.
<!-- AC:END -->
## Implementation Plan
<!-- SECTION:PLAN:BEGIN -->
1. Add failing UI/source tests for card-grid, lead modal, audit cards, and review master-detail
2. Implement Campaigns responsive grid and accessible card semantics
3. Move Leads inline review details into Dialog modal
4. Replace Audits row table with responsive cards
5. Convert Review Workspace to queue cards plus selected detail editor
6. Run focused tests, then lint/build where feasible
7. Record verification notes on TASK-50 without marking Done
<!-- SECTION:PLAN:END -->
## Implementation Notes
<!-- SECTION:NOTES:BEGIN -->
Implemented compact card UX for Campaigns, Leads, Audits, and Review Workspace.
Verification: pnpm test -- campaigns-board-layout leads-review-table audits-board-layout outreach-review-workspace-ui passed with 399/399 tests.
Verification: pnpm lint passed with 0 errors and 2 pre-existing generated Convex warnings.
Verification: pnpm build passed outside sandbox; sandbox build failed only because next/font could not fetch Google Fonts.
Smoke check: production server routes /dashboard/campaigns, /dashboard/leads, /dashboard/audits, /dashboard/outreach returned 307 /login as expected for protected routes.
Task remains In Progress pending user manual confirmation before Done.
Independent code-review agent found no correctness, hook-order, or broken-interaction blockers. Residual risk: current UI tests are source-regex based, so future work should consider render-level interaction tests for modal opening, filters, and selected detail behavior.
<!-- SECTION:NOTES:END -->

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"use client";
import { useEffect, useMemo, useState } from "react";
import { useQuery } from "convex/react";
import { Activity, Filter, MousePointerClick } from "lucide-react";
import { api } from "@/convex/_generated/api";
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
import { Skeleton } from "@/components/ui/skeleton";
const metricLabels: Record<string, string> = {
foundLeads: "Gefundene Leads",
leadsWithContact: "Mit Kontakt",
missingContact: "Kontakt fehlt",
auditsCreated: "Audits erstellt",
approvalsOpen: "Freigaben offen",
emailsSent: "E-Mails gesendet",
followUpsPlanned: "Follow-ups geplant",
followUpsSent: "Follow-ups gesendet",
responses: "Antworten",
conversations: "Gespräche",
offers: "Angebote",
wins: "Gewonnen",
losses: "Verloren",
skippedDuplicates: "Duplikate übersprungen",
skippedBlacklisted: "Sperrliste übersprungen",
rybbitAuditOpens: "Audit-Öffnungen",
rybbitCtaClicks: "CTA-Klicks",
};
export function AnalyticsDashboard() {
const dashboard = useQuery(api.campaignMetrics.getDashboard, { limit: 20 });
const [rybbitData, setRybbitData] = useState<{
auditOpens: number;
ctaClicks: number;
outboundClicks: number;
byPath?: Record<string, {
auditOpens: number;
ctaClicks: number;
outboundClicks: number;
}>;
} | null>(null);
const [rybbitError, setRybbitError] = useState<string | null>(null);
const metricEntries = useMemo(() => {
if (!dashboard) {
return [];
}
return Object.entries(dashboard.metrics).filter(([key]) => key in metricLabels);
}, [dashboard]);
const rybbitGroups = useMemo(() => {
if (!dashboard || !rybbitData?.byPath) {
return [];
}
const grouped = new Map<string, { label: string; auditOpens: number; ctaClicks: number }>();
for (const segment of dashboard.auditSegments) {
const metrics = rybbitData.byPath[segment.path];
if (!metrics) {
continue;
}
for (const [kind, label] of [
["Kampagne", segment.campaignName],
["Nische", segment.niche],
["Region", segment.region],
] as const) {
const key = `${kind}:${label}`;
const current = grouped.get(key) ?? {
label: `${kind}: ${label}`,
auditOpens: 0,
ctaClicks: 0,
};
current.auditOpens += metrics.auditOpens;
current.ctaClicks += metrics.ctaClicks;
grouped.set(key, current);
}
}
return [...grouped.values()].slice(0, 8);
}, [dashboard, rybbitData]);
useEffect(() => {
let isMounted = true;
fetch("/api/internal/rybbit/campaign")
.then(async (response) => {
const payload = await response.json();
if (!isMounted) {
return;
}
if (!payload.ok) {
setRybbitError("Rybbit-Daten konnten nicht geladen werden.");
}
setRybbitData(payload.data ?? null);
})
.catch(() => {
if (isMounted) {
setRybbitError("Rybbit-Daten konnten nicht geladen werden.");
}
});
return () => {
isMounted = false;
};
}, []);
if (dashboard === undefined) {
return (
<section className="space-y-4">
<Skeleton className="h-24 rounded-lg" />
<Skeleton className="h-64 rounded-lg" />
</section>
);
}
return (
<section className="space-y-4">
<header className="border-b pb-3">
<p className="text-sm text-muted-foreground">Kampagnen-Reporting</p>
<h1 className="mt-2 text-3xl font-semibold tracking-normal">Analytics</h1>
</header>
<Card>
<CardHeader>
<CardTitle className="inline-flex items-center gap-2">
<Filter className="size-5" />
Filter
</CardTitle>
<CardDescription>
Kampagne, Nische, PLZ, Radius, Priorität, Status und Zeitraum.
</CardDescription>
</CardHeader>
<CardContent className="grid gap-2 text-sm text-muted-foreground sm:grid-cols-2 lg:grid-cols-4">
<p>Kampagne: {dashboard.filters.campaigns.length}</p>
<p>Nische: {dashboard.filters.niches.length}</p>
<p>PLZ: {dashboard.filters.postalCodes.length}</p>
<p>Radius: Kampagnenradius</p>
<p>Priorität: Hoch/Mittel/Niedrig</p>
<p>Status: Funnel-Status</p>
<p>Zeitraum: Erstellungsdatum</p>
</CardContent>
</Card>
<div className="grid gap-3 sm:grid-cols-2 xl:grid-cols-4">
{metricEntries.map(([key, value]) => (
<Card key={key}>
<CardContent className="p-4">
<p className="text-sm text-muted-foreground">{metricLabels[key]}</p>
<p className="mt-2 text-2xl font-semibold">{value}</p>
</CardContent>
</Card>
))}
</div>
<div className="grid gap-3 lg:grid-cols-[minmax(0,1fr)_minmax(20rem,0.7fr)]">
<Card>
<CardHeader>
<CardTitle className="inline-flex items-center gap-2">
<Activity className="size-5" />
Run-Details
</CardTitle>
<CardDescription>
Neue Leads, übersprungene Duplikate, Sperrliste, Fehler und erzeugte Audits.
</CardDescription>
</CardHeader>
<CardContent className="grid gap-2 text-sm">
{dashboard.runs.length === 0 ? (
<p className="text-muted-foreground">Noch keine Kampagnenläufe.</p>
) : (
dashboard.runs.map((run) => (
<div className="rounded-md border p-3" key={run.id}>
<div className="flex flex-wrap justify-between gap-2">
<p className="font-medium">{run.status}</p>
<p className="text-muted-foreground">
Leads {run.newLeads} · Audits {run.auditsGenerated} · Fehler {run.errors}
</p>
</div>
{run.errorSummary ? (
<p className="mt-1 text-xs text-destructive">{run.errorSummary}</p>
) : null}
</div>
))
)}
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle className="inline-flex items-center gap-2">
<MousePointerClick className="size-5" />
Rybbit
</CardTitle>
<CardDescription>
Audit-Öffnungen und CTA-Aktivität werden bei Bedarf aus der Rybbit API geladen.
</CardDescription>
</CardHeader>
<CardContent className="space-y-2 text-sm text-muted-foreground">
<p>Rybbit-Daten konnten nicht geladen werden, wenn API-URL, Site-ID oder API-Key fehlen.</p>
{rybbitError ? <p className="text-destructive">{rybbitError}</p> : null}
<p>Audit-Öffnungen: {rybbitData?.auditOpens ?? dashboard.metrics.rybbitAuditOpens}</p>
<p>CTA-Klicks: {rybbitData?.ctaClicks ?? dashboard.metrics.rybbitCtaClicks}</p>
<p>Website-Link-Klicks: {rybbitData?.outboundClicks ?? 0}</p>
{rybbitGroups.length > 0 ? (
<div className="space-y-1 pt-2">
{rybbitGroups.map((group) => (
<p key={group.label}>
{group.label}: {group.auditOpens} Öffnungen · {group.ctaClicks} CTA
</p>
))}
</div>
) : null}
<p>Public-Audit Tracking läuft nur auf veröffentlichten Audit-Seiten.</p>
</CardContent>
</Card>
</div>
</section>
);
}

View File

@@ -10,6 +10,7 @@ import { Badge } from "@/components/ui/badge";
import { Globe } from "lucide-react";
type UsedSkill = {
id?: string;
name: string;
purpose?: string;
category?: string;
@@ -17,6 +18,12 @@ type UsedSkill = {
version?: string;
};
type SkillSummary = {
name: string;
purpose: string;
summary: string;
};
type LeadContext = {
_id: Id<"leads">;
companyName?: string;
@@ -35,12 +42,70 @@ type SkillAwareAudit = {
createdAt?: number;
updatedAt?: number;
usedSkills?: UsedSkill[];
skillSummaries?: SkillSummary[];
internalSummary?: string | null;
};
type AuditFindingEvidenceRef = {
id: string;
type:
| "crawl_page"
| "technical_check"
| "screenshot"
| "pagespeed"
| "jina_excerpt"
| "generation_stage";
label: string;
sourceUrl?: string;
};
type AuditFinding = {
_id: string;
skillId: string;
claim: string;
recommendation: string;
customerBenefit: string;
severity: 1 | 2 | 3;
confidence: number;
evidenceRefs: AuditFindingEvidenceRef[];
reviewStatus: "pending" | "accepted" | "rejected";
};
type CheckedPageScreenshot = {
id: Id<"_storage">;
url: string;
viewport: "desktop" | "mobile";
sourceUrl: string;
width: number;
height: number;
createdAt: number;
};
type CheckedPageEvidence = {
url: string;
sourceUrl: string | null;
finalUrl: string | null;
pageKind: string | null;
title: string | null;
metaDescription: string | null;
headings: string[];
visibleTextExcerpt: string | null;
hasContactFormSignal: boolean | null;
hasContactCtaSignal: boolean | null;
usesHttps: boolean | null;
missingMetaDescription: boolean | null;
brokenInternalLinkCount: number | null;
screenshots: CheckedPageScreenshot[];
createdAt: number | null;
};
type AuditDetailResult = {
audit: SkillAwareAudit;
lead: LeadContext | null;
findings: AuditFinding[];
sourceSummaries: {
checkedPages: CheckedPageEvidence[];
};
} | null;
const statusText: Record<string, string> = {
@@ -54,6 +119,55 @@ function getStatusLabel(status: SkillAwareAudit["status"]) {
return statusText[status] ?? "Unbekannt";
}
function getPageKindLabel(pageKind: string | null) {
const labels: Record<string, string> = {
contact: "Kontakt",
homepage: "Startseite",
imprint: "Impressum",
other: "Unterseite",
service: "Leistung",
};
return pageKind ? labels[pageKind] ?? pageKind : "Geprüft";
}
function signalText(value: boolean | null, positive: string, negative: string) {
if (value === null) {
return "Unbekannt";
}
return value ? positive : negative;
}
function metaSignalText(page: CheckedPageEvidence) {
if (page.metaDescription) {
return "Vorhanden";
}
if (page.missingMetaDescription === true) {
return "Fehlt";
}
if (page.missingMetaDescription === false) {
return "Vorhanden";
}
return "Unbekannt";
}
function evidenceTypeLabel(type: AuditFindingEvidenceRef["type"]) {
const labels: Record<AuditFindingEvidenceRef["type"], string> = {
crawl_page: "Crawl",
technical_check: "Technik",
screenshot: "Screenshot",
pagespeed: "PageSpeed",
jina_excerpt: "Reader",
generation_stage: "KI-Stufe",
};
return labels[type] ?? type;
}
function leadSummary(lead: LeadContext | null | undefined) {
if (!lead) {
return "Kein Lead-Kontext gespeichert";
@@ -89,7 +203,24 @@ export function AuditDetail({ id }: { id: string | Id<"audits"> }) {
const audit = result?.audit;
const lead = result?.lead;
const usedSkills = useMemo(() => audit?.usedSkills ?? [], [audit]);
const usedSkills = useMemo(() => {
const summaries = audit?.skillSummaries ?? [];
return (audit?.usedSkills ?? []).map((skill) => {
const summary = summaries.find(
(candidate) => candidate.name === skill.name || candidate.name === skill.id,
);
return {
...skill,
purpose: summary?.purpose ?? skill.purpose,
summary: summary?.summary,
};
});
}, [audit]);
const findings = useMemo(() => result?.findings ?? [], [result]);
const checkedPageEvidence = useMemo(
() => result?.sourceSummaries.checkedPages ?? [],
[result],
);
if (result === null) {
return (
@@ -149,6 +280,139 @@ export function AuditDetail({ id }: { id: string | Id<"audits"> }) {
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>Geprüfte Befunde</CardTitle>
<CardDescription>
Verifizierte Aussagen mit konkreten Belegen aus Crawl, Screenshots und Messungen.
</CardDescription>
</CardHeader>
<CardContent>
{findings.length === 0 ? (
<p className="text-sm text-muted-foreground">
Noch keine verifizierten Befunde gespeichert.
</p>
) : (
<ul className="grid gap-3">
{findings.map((finding) => (
<li className="rounded-md border p-3 text-sm" key={finding._id}>
<div className="flex flex-wrap items-start justify-between gap-2">
<div className="min-w-0">
<p className="font-medium">{finding.claim}</p>
<p className="mt-2 text-muted-foreground">
{finding.customerBenefit}
</p>
</div>
<div className="flex flex-wrap gap-1">
<Badge variant={finding.severity === 3 ? "secondary" : "outline"}>
Priorität {finding.severity}
</Badge>
<Badge variant="outline">
{Math.round(finding.confidence * 100)}% sicher
</Badge>
</div>
</div>
<p className="mt-3">
<span className="font-medium">Empfehlung: </span>
{finding.recommendation}
</p>
<div className="mt-3 flex flex-wrap gap-2">
{finding.evidenceRefs.map((ref) => (
<Badge variant="outline" key={ref.id}>
Quelle: {evidenceTypeLabel(ref.type)} · {ref.label}
</Badge>
))}
</div>
</li>
))}
</ul>
)}
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>Geprüfte Seiten</CardTitle>
<CardDescription>
Kompakte Evidence aus Website-Enrichment und Screenshot-Erfassung.
</CardDescription>
</CardHeader>
<CardContent>
{checkedPageEvidence.length === 0 ? (
<p className="text-sm text-muted-foreground">Keine Seiten-Evidence gespeichert</p>
) : (
<ul className="grid gap-3">
{checkedPageEvidence.map((page, index) => (
<li
className="rounded-md border p-3 text-sm"
key={`${page.url}-${index}`}
>
<div className="flex flex-wrap items-start justify-between gap-2">
<div className="min-w-0">
<p className="break-words font-medium">
{page.title ?? page.finalUrl ?? page.sourceUrl ?? page.url}
</p>
<p className="mt-1 break-all text-xs text-muted-foreground">
{page.finalUrl ?? page.sourceUrl ?? page.url}
</p>
</div>
<Badge variant="outline">{getPageKindLabel(page.pageKind)}</Badge>
</div>
{page.visibleTextExcerpt ? (
<p className="mt-3 line-clamp-3 text-sm text-muted-foreground">
{page.visibleTextExcerpt}
</p>
) : null}
<div className="mt-3 flex flex-wrap gap-2">
<Badge variant={page.missingMetaDescription === true ? "secondary" : "outline"}>
Meta: {metaSignalText(page)}
</Badge>
<Badge variant="outline">
Kontaktformular:{" "}
{signalText(page.hasContactFormSignal, "Signal", "Kein Signal")}
</Badge>
<Badge variant="outline">
CTA: {signalText(page.hasContactCtaSignal, "Signal", "Kein Signal")}
</Badge>
<Badge variant="outline">
Interne Links: {page.brokenInternalLinkCount ?? "Unbekannt"}
</Badge>
</div>
{page.screenshots.length > 0 ? (
<div className="mt-3 grid gap-2 sm:grid-cols-2">
{page.screenshots.map((screenshot) => (
<figure
className="overflow-hidden rounded-md border bg-muted/20"
key={`${screenshot.id}-${screenshot.viewport}`}
>
{/* eslint-disable-next-line @next/next/no-img-element */}
<img
src={screenshot.url}
alt={`${screenshot.viewport === "desktop" ? "Desktop" : "Mobile"} Screenshot von ${screenshot.sourceUrl}`}
width={screenshot.width}
height={screenshot.height}
className="aspect-[16/10] w-full object-cover"
/>
<figcaption className="flex items-center justify-between gap-2 border-t px-2 py-1 text-xs text-muted-foreground">
<span className="font-medium">
{screenshot.viewport === "desktop" ? "Desktop" : "Mobil"}
</span>
<span className="truncate">{screenshot.sourceUrl}</span>
</figcaption>
</figure>
))}
</div>
) : null}
</li>
))}
</ul>
)}
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>Verwendete Skills</CardTitle>
@@ -168,6 +432,9 @@ export function AuditDetail({ id }: { id: string | Id<"audits"> }) {
<p className="text-sm text-muted-foreground">
{skill.purpose ?? "Keine Zweckbeschreibung"}
</p>
{"summary" in skill && skill.summary ? (
<p className="text-sm text-muted-foreground">{skill.summary}</p>
) : null}
<p className="mt-1 inline-flex flex-wrap items-center gap-1">
{skill.category ? <Badge variant="outline">{skill.category}</Badge> : null}
{skill.version ? <Badge variant="outline">{skill.version}</Badge> : null}

View File

@@ -1,18 +1,30 @@
"use client";
import { useMemo } from "react";
import { useMemo, useState } from "react";
import { useQuery } from "convex/react";
import { FunctionReturnType } from "convex/server";
import { Files, SquarePen } from "lucide-react";
import { Activity, Files, SquarePen } from "lucide-react";
import Link from "next/link";
import { api } from "@/convex/_generated/api";
import { Skeleton } from "@/components/ui/skeleton";
import { Badge } from "@/components/ui/badge";
import {
Card,
CardContent,
CardDescription,
CardHeader,
CardTitle,
} from "@/components/ui/card";
type AuditsListResult = FunctionReturnType<typeof api.audits.list>;
type AuditRow = NonNullable<AuditsListResult>[number];
type AuditDashboardRowsResult = FunctionReturnType<typeof api.audits.listDashboardRows>;
type AuditRow = Extract<
NonNullable<AuditDashboardRowsResult>[number],
{ kind: "audit" }
>;
type AuditDashboardRow = NonNullable<AuditDashboardRowsResult>[number];
type AuditStatusFilter = "all" | "audit" | "generation" | "failed";
const statusText: Record<string, string> = {
draft: "Entwurf",
@@ -23,14 +35,48 @@ const statusText: Record<string, string> = {
const fallbackStatus = "Unbekannt";
function formatPageCount(pages: AuditRow["checkedPages"]) {
return `${pages.length} Seite${pages.length === 1 ? "" : "n"}`;
const generationStageText: Record<string, string> = {
audit_generation: "Audit-Generierung",
classification: "Klassifikation",
multimodalAudit: "Multimodale Analyse",
germanCopy: "Deutsche Texte",
qualityReview: "Qualitätsprüfung",
};
function formatPageCount(pageCount: number) {
return `${pageCount} Seite${pageCount === 1 ? "" : "n"}`;
}
function getStatusLabel(status: AuditRow["status"]) {
return statusText[status] ?? fallbackStatus;
}
function getGenerationStatusLabel(
row: Extract<AuditDashboardRow, { kind: "generation" }>,
) {
if (row.status === "pending") {
return "Wartet auf Start";
}
if (row.status === "failed") {
return "Fehlgeschlagen";
}
if (row.status === "canceled") {
return "Abgebrochen";
}
if (row.status === "succeeded") {
return "Wartet auf finales Audit";
}
return "Generierung läuft";
}
function getStageLabel(stage: string) {
return generationStageText[stage] ?? stage;
}
function AuditsBoardLoading() {
return (
<section className="space-y-4">
@@ -39,28 +85,64 @@ function AuditsBoardLoading() {
<h1 className="text-2xl font-semibold tracking-normal">Audits</h1>
<p className="text-sm text-muted-foreground">Audits werden geladen...</p>
</header>
<div className="rounded-lg border">
<div className="grid gap-2 p-3">
<div className="grid gap-3 sm:grid-cols-2 xl:grid-cols-3">
{Array.from({ length: 4 }, (_, index) => (
<Skeleton className="h-20 rounded-md" key={index} />
<Skeleton className="h-40 rounded-lg" key={index} />
))}
</div>
</div>
</section>
);
}
export function AuditsBoard() {
const audits = useQuery(api.audits.list, { limit: 100 });
const dashboardRows = useQuery(api.audits.listDashboardRows, { limit: 100 });
const [activeFilter, setActiveFilter] = useState<AuditStatusFilter>("all");
const rows = useMemo(() => {
if (!audits) {
if (!dashboardRows) {
return [];
}
return [...audits].sort((a, b) => b.createdAt - a.createdAt);
}, [audits]);
return [...dashboardRows].sort((a, b) => b.updatedAt - a.updatedAt);
}, [dashboardRows]);
const statusCounts = useMemo(() => {
return {
all: rows.length,
audit: rows.filter((row) => row.kind === "audit").length,
generation: rows.filter((row) => row.kind === "generation").length,
failed: rows.filter(
(row) => row.kind === "generation" && row.status === "failed",
).length,
};
}, [rows]);
const visibleRows = useMemo(() => {
if (activeFilter === "audit") {
return rows.filter((row) => row.kind === "audit");
}
if (audits === undefined) {
if (activeFilter === "generation") {
return rows.filter((row) => row.kind === "generation");
}
if (activeFilter === "failed") {
return rows.filter(
(row) => row.kind === "generation" && row.status === "failed",
);
}
return rows;
}, [activeFilter, rows]);
const auditStatusFilters: Array<{
label: string;
value: AuditStatusFilter;
count: number;
}> = [
{ label: "Alle", value: "all", count: statusCounts.all },
{ label: "Audits", value: "audit", count: statusCounts.audit },
{ label: "Pipeline", value: "generation", count: statusCounts.generation },
{ label: "Fehlgeschlagen", value: "failed", count: statusCounts.failed },
];
if (dashboardRows === undefined) {
return <AuditsBoardLoading />;
}
@@ -72,13 +154,15 @@ export function AuditsBoard() {
<h1 className="text-2xl font-semibold tracking-normal">Audits</h1>
</header>
<article className="rounded-lg border p-4">
<Card>
<CardHeader>
<h2 className="text-sm font-medium">Noch keine Audits</h2>
<p className="mt-1 text-sm text-muted-foreground">
Sobald neue Audits angelegt wurden, erscheinen sie hier als kompakte
Zeilen.
</p>
</article>
<CardDescription>
Sobald neue Audits oder laufende Audit-Generierungen angelegt
wurden, erscheinen sie hier als kompakte Cards.
</CardDescription>
</CardHeader>
</Card>
</section>
);
}
@@ -90,44 +174,118 @@ export function AuditsBoard() {
<h1 className="text-2xl font-semibold tracking-normal">Audits</h1>
</header>
<section className="space-y-2">
<div className="grid grid-cols-[minmax(0,1.2fr)_minmax(0,1fr)_120px_120px_auto] gap-2 rounded-md border bg-muted/40 px-3 py-2 text-xs font-medium text-muted-foreground">
<span>Slug</span>
<span>Domain</span>
<span>Status</span>
<span>Seitenanzahl</span>
<span className="text-right">Aktion</span>
</div>
<div className="space-y-2">
{rows.map((audit: AuditRow) => (
<article
className="grid grid-cols-[minmax(0,1.2fr)_minmax(0,1fr)_120px_120px_auto] items-center gap-2 rounded-lg border px-3 py-2 text-sm"
key={audit._id}
<div className="flex flex-wrap gap-2" aria-label="Audit-Filter">
{auditStatusFilters.map((filter) => (
<button
aria-pressed={activeFilter === filter.value}
className="inline-flex min-h-8 items-center gap-2 rounded-md border px-3 py-1 text-sm text-muted-foreground transition-colors hover:bg-muted aria-pressed:border-foreground aria-pressed:text-foreground"
key={filter.value}
onClick={() => setActiveFilter(filter.value)}
type="button"
>
<div className="min-w-0">
<p className="truncate font-medium">{audit.slug}</p>
</div>
<p className="truncate text-muted-foreground">{audit.checkedDomain}</p>
<Badge variant="secondary">{getStatusLabel(audit.status)}</Badge>
<p className="text-muted-foreground">
<span className="inline-flex items-center gap-1">
<Files className="size-3.5" />
{formatPageCount(audit.checkedPages)}
</span>
</p>
<div className="flex justify-end">
<Link
className="inline-flex min-h-8 items-center gap-1 text-sm text-primary"
href={`/dashboard/audits/${audit._id}`}
>
<SquarePen className="size-4" />
Öffnen
</Link>
</div>
</article>
{filter.label}
<Badge variant="secondary">{filter.count}</Badge>
</button>
))}
</div>
<section
className="grid gap-3 sm:grid-cols-2 xl:grid-cols-3"
aria-label="Audit-Cards"
>
{visibleRows.map((row: AuditDashboardRow) => {
const rowTitleId = `audit-row-title-${row.id}`;
return (
<Card
aria-labelledby={rowTitleId}
className="flex min-w-0 flex-col"
key={row.id}
>
<CardHeader className="gap-3">
<div className="flex flex-wrap items-start justify-between gap-2">
<div className="min-w-0">
<CardDescription>
{row.kind === "audit" ? "Audit" : "Pipeline"}
</CardDescription>
<CardTitle className="mt-1 break-words text-base" id={rowTitleId}>
{row.title}
</CardTitle>
</div>
<Badge variant={row.kind === "audit" ? "secondary" : "outline"}>
{row.kind === "audit"
? getStatusLabel(row.status)
: getGenerationStatusLabel(row)}
</Badge>
</div>
</CardHeader>
<CardContent className="flex flex-1 flex-col gap-4">
<div className="grid gap-3 text-sm">
<div className="min-w-0">
<p className="text-xs font-medium text-muted-foreground">Domain</p>
<p className="mt-1 break-all">{row.checkedDomain}</p>
</div>
<div className="min-w-0">
<p className="text-xs font-medium text-muted-foreground">
{row.kind === "audit" ? "Seiten" : "Phase"}
</p>
<p className="mt-1 inline-flex items-center gap-1 text-muted-foreground">
{row.kind === "audit" ? (
<>
<Files className="size-3.5" aria-hidden="true" />
{formatPageCount(row.pageCount)}
</>
) : (
<>
<Activity className="size-3.5" aria-hidden="true" />
{getStageLabel(row.latestStage)}
</>
)}
</p>
</div>
<div className="min-w-0">
<p className="text-xs font-medium text-muted-foreground">Slug</p>
<p className="mt-1 break-words text-muted-foreground">
{row.kind === "generation" ? `Run ${row.runId}` : row.title}
</p>
</div>
{row.kind === "generation" && row.errorSummary ? (
<p className="break-words rounded-md border bg-muted/20 px-3 py-2 text-xs text-muted-foreground">
{row.errorSummary}
</p>
) : null}
</div>
<div className="mt-auto flex justify-end">
{row.kind === "audit" ? (
<Link
className="inline-flex min-h-8 items-center gap-1 rounded-md px-2 text-sm text-primary hover:bg-muted"
href={row.detailHref}
>
<SquarePen className="size-4" aria-hidden="true" />
Öffnen
</Link>
) : (
<span className="inline-flex min-h-8 items-center text-sm text-muted-foreground">
Pipeline läuft
</span>
)}
</div>
</CardContent>
</Card>
);
})}
{visibleRows.length === 0 ? (
<Card className="sm:col-span-2 xl:col-span-3">
<CardHeader>
<CardTitle>Keine Treffer</CardTitle>
<CardDescription>
Für diesen Filter gibt es aktuell keine Audit-Einträge.
</CardDescription>
</CardHeader>
</Card>
) : null}
</section>
</section>
);

View File

@@ -16,7 +16,9 @@ import { Separator } from "@/components/ui/separator";
import { CampaignFormDialog } from "@/components/campaigns/campaign-form-dialog";
type CampaignsListResult = FunctionReturnType<typeof api.campaigns.list>;
type CampaignRunsListResult = FunctionReturnType<typeof api.runs.list>;
type CampaignRow = NonNullable<CampaignsListResult>[number];
type CampaignRunRow = NonNullable<CampaignRunsListResult>[number];
type RecurrenceLabel = Record<CampaignRow["recurrence"], string>;
type CurrentRunStatusLabel = {
@@ -40,6 +42,13 @@ const statusLabel: CurrentRunStatusLabel = {
paused: "Pausiert",
};
const stepLabel: Record<string, string> = {
campaign_cron_queued: "Cron geplant",
campaign_cron_skipped: "Cron übersprungen",
campaign_cron_stale_pending: "Timeout bereinigt",
lead_discovery: "Lead-Recherche",
};
const dateFormatter = new Intl.DateTimeFormat("de-DE", {
dateStyle: "short",
timeStyle: "short",
@@ -84,6 +93,10 @@ const formatNiche = (campaign: CampaignRow): string => {
export function CampaignsBoard() {
const campaigns = useQuery(api.campaigns.list, { limit: 100 });
const recentCampaignRuns = useQuery(api.runs.list, {
limit: 8,
type: "campaign",
});
const createCampaign = useMutation(api.campaigns.create);
const updateCampaign = useMutation(api.campaigns.update);
const setStatus = useMutation(api.campaigns.setStatus);
@@ -130,6 +143,10 @@ export function CampaignsBoard() {
return [...campaigns].sort((a, b) => b.createdAt - a.createdAt);
}, [campaigns]);
const visibleRuns = useMemo<CampaignRunRow[]>(() => {
return recentCampaignRuns ?? [];
}, [recentCampaignRuns]);
const closeDialog = () => {
setEditingCampaign(null);
setIsFormOpen(false);
@@ -267,13 +284,18 @@ export function CampaignsBoard() {
</CardHeader>
</Card>
) : (
<div className="grid gap-3">
{campaignsSorted.map((campaign) => (
<Card key={campaign._id}>
<div className="grid gap-3 sm:grid-cols-2 xl:grid-cols-3">
{campaignsSorted.map((campaign) => {
const campaignTitleId = `campaign-title-${campaign._id}`;
return (
<Card aria-labelledby={campaignTitleId} key={campaign._id}>
<CardHeader>
<div className="flex flex-wrap items-start justify-between gap-2">
<div className="min-w-0">
<CardTitle className="truncate">{campaign.name}</CardTitle>
<CardTitle className="truncate" id={campaignTitleId}>
{campaign.name}
</CardTitle>
<CardDescription className="truncate">
{formatNiche(campaign)}
</CardDescription>
@@ -303,10 +325,16 @@ export function CampaignsBoard() {
</p>
</div>
<div>
<p className="text-muted-foreground">Letzter Lauf: {formatDateTime(campaign.lastRunAt)}</p>
<p className="text-muted-foreground">Nächster Lauf: {formatDateTime(campaign.nextRunAt)}</p>
<p className="text-muted-foreground">
Run-Status: {statusLabel[campaign.currentRunStatus] ?? campaign.currentRunStatus}
Letzter Lauf: {formatDateTime(campaign.lastRunAt)}
</p>
<p className="text-muted-foreground">
Nächster Lauf: {formatDateTime(campaign.nextRunAt)}
</p>
<p className="text-muted-foreground">
Run-Status:{" "}
{statusLabel[campaign.currentRunStatus] ??
campaign.currentRunStatus}
</p>
</div>
@@ -340,9 +368,52 @@ export function CampaignsBoard() {
</div>
</CardContent>
</Card>
))}
);
})}
</div>
)}
<Card>
<CardHeader>
<CardTitle>Aktuelle Run-Logs</CardTitle>
<CardDescription>
Letzte Kampagnenläufe inklusive Cron-Skips und Fehlerhinweisen.
</CardDescription>
</CardHeader>
<CardContent className="grid gap-2 text-sm">
{recentCampaignRuns === undefined ? (
<Skeleton className="h-16 rounded-lg" />
) : visibleRuns.length === 0 ? (
<p className="text-muted-foreground">Noch keine Kampagnenläufe.</p>
) : (
visibleRuns.map((run) => (
<div className="rounded-md border p-3" key={run._id}>
<div className="flex flex-wrap items-center justify-between gap-2">
<p className="font-medium">
{statusLabel[run.status] ?? run.status}
</p>
<p className="text-xs text-muted-foreground">
{formatDateTime(run.updatedAt)}
</p>
</div>
<p className="mt-1 text-muted-foreground">
{stepLabel[run.currentStep ?? ""] ?? run.currentStep ?? "Schritt offen"}
</p>
{run.currentStep === "campaign_cron_skipped" ? (
<p className="mt-1 text-xs text-muted-foreground">
Cron wurde übersprungen, weil bereits ein Agentenlauf aktiv war.
</p>
) : null}
{run.errorSummary ? (
<p className="mt-1 text-xs text-destructive">
{run.errorSummary}
</p>
) : null}
</div>
))
)}
</CardContent>
</Card>
</section>
);
}

View File

@@ -55,6 +55,7 @@ export function DashboardSidebar() {
)}
href={item.href}
key={item.href}
prefetch={false}
>
<Icon className="size-4" />
<span>{item.label}</span>

View File

@@ -6,7 +6,7 @@ import {
type ReactNode,
useContext,
useMemo,
useState,
useSyncExternalStore,
} from "react";
import { Button } from "@/components/ui/button";
@@ -20,34 +20,49 @@ type DashboardThemeContextValue = {
};
const storageKey = "webdev-dashboard-theme";
const themeChangeEvent = "webdev-dashboard-theme-change";
const DashboardThemeContext =
createContext<DashboardThemeContextValue | null>(null);
export function DashboardThemeProvider({ children }: { children: ReactNode }) {
const [theme, setTheme] = useState<DashboardTheme>(() => {
if (typeof window === "undefined") {
return "light";
function isDashboardTheme(value: string | null): value is DashboardTheme {
return value === "dark" || value === "light";
}
function getStoredDashboardTheme(): DashboardTheme {
const storedTheme = window.localStorage.getItem(storageKey);
if (storedTheme === "dark" || storedTheme === "light") {
return storedTheme;
return isDashboardTheme(storedTheme) ? storedTheme : "light";
}
function getServerDashboardTheme(): DashboardTheme {
return "light";
});
}
function subscribeToDashboardTheme(onStoreChange: () => void) {
window.addEventListener("storage", onStoreChange);
window.addEventListener(themeChangeEvent, onStoreChange);
return () => {
window.removeEventListener("storage", onStoreChange);
window.removeEventListener(themeChangeEvent, onStoreChange);
};
}
export function DashboardThemeProvider({ children }: { children: ReactNode }) {
const theme = useSyncExternalStore(
subscribeToDashboardTheme,
getStoredDashboardTheme,
getServerDashboardTheme,
);
const value = useMemo<DashboardThemeContextValue>(
() => ({
theme,
toggleTheme: () => {
setTheme((currentTheme) => {
const nextTheme = currentTheme === "dark" ? "light" : "dark";
const nextTheme = theme === "dark" ? "light" : "dark";
window.localStorage.setItem(storageKey, nextTheme);
return nextTheme;
});
window.dispatchEvent(new Event(themeChangeEvent));
},
}),
[theme],

View File

@@ -170,6 +170,7 @@ function LeadFunnelCardView({ card }: { card: LeadFunnelCard }) {
<Link
className="mt-3 inline-flex min-h-8 items-center gap-1 rounded-md text-sm font-medium text-primary outline-none hover:underline focus-visible:ring-3 focus-visible:ring-ring/50"
href={stageActionHref[card.stageId]}
prefetch={false}
>
{card.nextAction}
<ArrowRight className="size-4" />

View File

@@ -23,7 +23,16 @@ import {
} from "@/lib/dashboard-model";
import { Button } from "@/components/ui/button";
import { Card, CardHeader } from "@/components/ui/card";
import {
Dialog,
DialogCloseButton,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
} from "@/components/ui/dialog";
import { Input } from "@/components/ui/input";
import { Label } from "@/components/ui/label";
import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
import { Badge } from "@/components/ui/badge";
import { Switch } from "@/components/ui/switch";
@@ -63,6 +72,7 @@ type LeadReviewPayload = {
reviewContactPerson?: string;
reviewIsBusinessContactAddress?: boolean;
};
type LeadStatusFilter = "all" | "high" | "blocked";
function normalizeTextInput(value: string): string | undefined {
const next = value.trim();
@@ -132,6 +142,7 @@ function duplicateBadgeVariant(
export function LeadsReviewTable() {
const leads = useQuery(api.leads.list, { limit: 120 });
const [actionMessage, setActionMessage] = useState<string | null>(null);
const [activeFilter, setActiveFilter] = useState<LeadStatusFilter>("all");
const sortedLeads = useMemo(() => {
if (!leads) {
@@ -140,6 +151,30 @@ export function LeadsReviewTable() {
return [...leads].sort((a, b) => b.createdAt - a.createdAt);
}, [leads]);
const filteredLeads = useMemo(() => {
if (activeFilter === "high") {
return sortedLeads.filter((lead) => lead.priority === "high");
}
if (activeFilter === "blocked") {
return sortedLeads.filter((lead) => lead.blacklistStatus === "blocked");
}
return sortedLeads;
}, [activeFilter, sortedLeads]);
const leadStatusFilters: Array<{ label: string; value: LeadStatusFilter; count: number }> = [
{ label: "Alle Leads", value: "all", count: sortedLeads.length },
{
label: "Hohe Priorität",
value: "high",
count: sortedLeads.filter((lead) => lead.priority === "high").length,
},
{
label: "Gesperrt",
value: "blocked",
count: sortedLeads.filter((lead) => lead.blacklistStatus === "blocked").length,
},
];
return (
<section className="space-y-4 px-4 py-5 sm:px-6 lg:px-8">
@@ -148,16 +183,52 @@ export function LeadsReviewTable() {
<h1 className="text-2xl font-semibold tracking-normal">Leads prüfen</h1>
</div>
<div className="mx-auto flex w-full max-w-7xl flex-wrap gap-2" aria-label="Lead-Filter">
{leadStatusFilters.map((filter) => (
<button
aria-pressed={activeFilter === filter.value}
className="inline-flex min-h-8 items-center gap-2 rounded-md border px-3 py-1 text-sm text-muted-foreground transition-colors hover:bg-muted aria-pressed:border-foreground aria-pressed:text-foreground"
key={filter.value}
onClick={() => setActiveFilter(filter.value)}
type="button"
>
{filter.label}
<Badge variant="secondary">{filter.count}</Badge>
</button>
))}
</div>
<div className="mx-auto grid w-full max-w-7xl gap-3">
{leads === undefined ? (
<p className="rounded-md bg-muted p-4 text-sm">Leads werden geladen</p>
Array.from({ length: 4 }, (_, index) => (
<Card key={index}>
<CardHeader>
<div className="h-5 w-2/3 rounded-md bg-muted" />
<div className="h-4 w-1/2 rounded-md bg-muted" />
<div className="mt-2 h-12 rounded-md bg-muted" />
</CardHeader>
</Card>
))
) : sortedLeads.length === 0 ? (
<p className="rounded-md border p-4 text-sm text-muted-foreground">
Keine Leads vorhanden. Bitte zuerst eine Kampagne starten oder
importieren.
<Card>
<CardHeader>
<p className="text-sm font-medium">Keine Leads vorhanden</p>
<p className="text-sm text-muted-foreground">
Bitte zuerst eine Kampagne starten oder importieren.
</p>
</CardHeader>
</Card>
) : filteredLeads.length === 0 ? (
<Card>
<CardHeader>
<p className="text-sm font-medium">Keine Treffer</p>
<p className="text-sm text-muted-foreground">
Für diesen Filter sind aktuell keine Leads vorhanden.
</p>
</CardHeader>
</Card>
) : (
sortedLeads.map((lead) => (
filteredLeads.map((lead) => (
<LeadReviewRow
key={lead._id}
lead={lead}
@@ -168,7 +239,7 @@ export function LeadsReviewTable() {
</div>
{actionMessage ? (
<p className="mx-auto max-w-7xl text-sm text-muted-foreground">
<p className="mx-auto max-w-7xl text-sm text-muted-foreground" role="status">
{actionMessage}
</p>
) : null}
@@ -183,7 +254,7 @@ function LeadReviewRow({
lead: LeadRow;
onActionMessage: (value: string) => void;
}) {
const [isExpanded, setIsExpanded] = useState(false);
const [isDialogOpen, setIsDialogOpen] = useState(false);
const [draft, setDraft] = useState<LeadReviewDraft>(() => ({
priority: lead.priority,
contactStatus: lead.contactStatus,
@@ -279,14 +350,26 @@ function LeadReviewRow({
};
const detailsId = `lead-review-details-${lead._id}`;
const titleId = `lead-review-title-${lead._id}`;
const priorityId = `lead-priority-${lead._id}`;
const contactStatusId = `lead-contact-status-${lead._id}`;
const priorityReasonId = `lead-priority-reason-${lead._id}`;
const contactReasonId = `lead-contact-reason-${lead._id}`;
const notesId = `lead-notes-${lead._id}`;
const reviewEmailId = `lead-review-email-${lead._id}`;
const reviewSourceId = `lead-review-source-${lead._id}`;
const contactPersonId = `lead-contact-person-${lead._id}`;
const businessContactId = `lead-business-contact-${lead._id}`;
const duplicateStatusId = `lead-duplicate-status-${lead._id}`;
const blacklistStatusId = `lead-blacklist-status-${lead._id}`;
return (
<Card>
<Card aria-labelledby={titleId}>
<CardHeader className="pb-3">
<div className="grid min-w-0 gap-2">
<div className="flex min-w-0 flex-wrap items-start justify-between gap-2">
<div className="min-w-0 flex-1">
<p className="max-w-full truncate font-medium">
<p className="max-w-full truncate font-medium" id={titleId}>
{lead.companyName}
</p>
<p className="mt-1 inline-flex items-center gap-1 text-xs text-muted-foreground">
@@ -339,24 +422,35 @@ function LeadReviewRow({
<Button
type="button"
variant="outline"
onClick={() => setIsExpanded((previous) => !previous)}
aria-expanded={isExpanded}
aria-controls={detailsId}
onClick={() => setIsDialogOpen(true)}
size="sm"
>
{isExpanded ? "Weniger anzeigen" : "Mehr anzeigen"}
Mehr anzeigen
</Button>
</div>
<div
id={detailsId}
className="grid gap-3 border-t p-4"
hidden={!isExpanded}
<Dialog
open={isDialogOpen}
onOpenChange={setIsDialogOpen}
>
<DialogContent
className="max-h-[calc(100dvh-2rem)] max-w-5xl overflow-y-auto"
id={detailsId}
>
<DialogHeader>
<div>
<DialogTitle>{lead.companyName} prüfen</DialogTitle>
<DialogDescription>
Priorität, Kontaktstatus, Duplikate und Kontaktinformationen bearbeiten.
</DialogDescription>
</div>
<DialogCloseButton />
</DialogHeader>
<div className="grid gap-3 xl:grid-cols-2">
<section className="grid gap-2">
<div>
<p className="text-xs text-muted-foreground">Priorität</p>
<Label className="text-xs text-muted-foreground" htmlFor={priorityId}>Priorität</Label>
<div className="mt-2">
<Select
value={draft.priority}
@@ -364,7 +458,7 @@ function LeadReviewRow({
updateDraft("priority", nextPriority as LeadPriority)
}
>
<SelectTrigger>
<SelectTrigger id={priorityId}>
<SelectValue placeholder="Priorität" />
</SelectTrigger>
<SelectContent>
@@ -379,7 +473,7 @@ function LeadReviewRow({
</div>
<div>
<p className="text-xs text-muted-foreground">Kontaktstatus</p>
<Label className="text-xs text-muted-foreground" htmlFor={contactStatusId}>Kontaktstatus</Label>
<div className="mt-2">
<Select
value={draft.contactStatus}
@@ -387,7 +481,7 @@ function LeadReviewRow({
updateDraft("contactStatus", nextStatus as LeadContactStatus)
}
>
<SelectTrigger>
<SelectTrigger id={contactStatusId}>
<SelectValue placeholder="Kontaktstatus" />
</SelectTrigger>
<SelectContent>
@@ -404,8 +498,9 @@ function LeadReviewRow({
<section className="grid gap-2">
<div>
<p className="text-xs text-muted-foreground">Prioritätsgrund</p>
<Label className="text-xs text-muted-foreground" htmlFor={priorityReasonId}>Prioritätsgrund</Label>
<Input
id={priorityReasonId}
value={draft.priorityReason}
onChange={(event) => {
updateDraft("priorityReason", event.target.value);
@@ -413,10 +508,11 @@ function LeadReviewRow({
/>
</div>
<div>
<p className="mt-2 text-xs text-muted-foreground">
<Label className="mt-2 text-xs text-muted-foreground" htmlFor={contactReasonId}>
Kontaktstatus-Notiz
</p>
</Label>
<Input
id={contactReasonId}
value={draft.contactStatusReason}
onChange={(event) => {
updateDraft("contactStatusReason", event.target.value);
@@ -424,8 +520,9 @@ function LeadReviewRow({
/>
</div>
<div>
<p className="mt-2 text-xs text-muted-foreground">Notiz</p>
<Label className="mt-2 text-xs text-muted-foreground" htmlFor={notesId}>Notiz</Label>
<Input
id={notesId}
value={draft.notes}
onChange={(event) => {
updateDraft("notes", event.target.value);
@@ -443,8 +540,9 @@ function LeadReviewRow({
<section className="grid gap-2">
<div>
<p className="text-xs text-muted-foreground">Review-E-Mail</p>
<Label className="text-xs text-muted-foreground" htmlFor={reviewEmailId}>Review-E-Mail</Label>
<Input
id={reviewEmailId}
value={draft.reviewEmail}
onChange={(event) => {
updateDraft("reviewEmail", event.target.value);
@@ -453,8 +551,9 @@ function LeadReviewRow({
</div>
<div>
<p className="mt-2 text-xs text-muted-foreground">Review-Quelle</p>
<Label className="mt-2 text-xs text-muted-foreground" htmlFor={reviewSourceId}>Review-Quelle</Label>
<Input
id={reviewSourceId}
value={draft.reviewEmailSource}
onChange={(event) => {
updateDraft("reviewEmailSource", event.target.value);
@@ -462,28 +561,30 @@ function LeadReviewRow({
/>
</div>
<div>
<p className="mt-2 text-xs text-muted-foreground">Ansprechperson</p>
<Label className="mt-2 text-xs text-muted-foreground" htmlFor={contactPersonId}>Ansprechperson</Label>
<Input
id={contactPersonId}
value={draft.reviewContactPerson}
onChange={(event) => {
updateDraft("reviewContactPerson", event.target.value);
}}
/>
</div>
<label className="mt-2 inline-flex items-center gap-2 text-xs text-muted-foreground">
<Label className="mt-2 inline-flex items-center gap-2 text-xs text-muted-foreground" htmlFor={businessContactId}>
<Switch
id={businessContactId}
checked={draft.reviewIsBusinessContactAddress}
onCheckedChange={(checked) => {
updateDraft("reviewIsBusinessContactAddress", checked);
}}
/>
Genannte E-Mail als Business-Kontakt
</label>
</Label>
</section>
<section className="grid gap-2">
<div>
<p className="text-xs text-muted-foreground">Duplikatstatus</p>
<Label className="text-xs text-muted-foreground" htmlFor={duplicateStatusId}>Duplikatstatus</Label>
<div className="mt-2">
<Select
value={draft.duplicateStatus}
@@ -491,7 +592,7 @@ function LeadReviewRow({
updateDraft("duplicateStatus", nextStatus as LeadDuplicateStatus)
}
>
<SelectTrigger>
<SelectTrigger id={duplicateStatusId}>
<SelectValue placeholder="Duplikatstatus" />
</SelectTrigger>
<SelectContent>
@@ -506,7 +607,7 @@ function LeadReviewRow({
</div>
<div>
<label className="text-xs text-muted-foreground">Sperrstatus</label>
<Label className="text-xs text-muted-foreground" htmlFor={blacklistStatusId}>Sperrstatus</Label>
<div className="mt-2">
<Select
value={draft.blacklistStatus}
@@ -514,7 +615,7 @@ function LeadReviewRow({
updateDraft("blacklistStatus", nextStatus as LeadBlacklistStatus)
}
>
<SelectTrigger>
<SelectTrigger id={blacklistStatusId}>
<SelectValue placeholder="Sperrstatus" />
</SelectTrigger>
<SelectContent>
@@ -557,11 +658,16 @@ function LeadReviewRow({
</Button>
</div>
{rowMessage ? (
<p className="text-xs text-muted-foreground">{rowMessage}</p>
rowMessage === "Speichern fehlgeschlagen" ? (
<p className="text-xs text-destructive" role="alert">{rowMessage}</p>
) : (
<p className="text-xs text-muted-foreground" role="status">{rowMessage}</p>
)
) : null}
</section>
</div>
</div>
</DialogContent>
</Dialog>
</Card>
);
}

File diff suppressed because it is too large Load Diff

View File

@@ -0,0 +1,121 @@
import { CheckCircle2 } from "lucide-react";
import type { PublicAuditRenderState } from "@/lib/audits/public-audit-types";
import { RybbitTracking } from "./rybbit-tracking";
import { PublicAuditScreenshot } from "./public-audit-screenshot";
import { TrackedPublicAuditLink } from "./tracked-public-audit-link";
type PublicAuditPageProps = {
audit: Extract<PublicAuditRenderState, { kind: "published" }>["audit"];
};
export function PublicAuditPage({ audit }: PublicAuditPageProps) {
return (
<main className="min-h-dvh bg-slate-50 text-slate-950">
<RybbitTracking domain={audit.domain} />
<section className="border-b border-slate-200 bg-white">
<div className="mx-auto grid min-h-[72dvh] w-full max-w-6xl content-center gap-10 px-6 py-14 md:grid-cols-[minmax(0,1.1fr)_minmax(320px,0.9fr)] md:px-8">
<div className="max-w-3xl">
<p className="text-sm font-semibold uppercase tracking-normal text-emerald-700">
Öffentliche Audit-Kurzfassung
</p>
<h1 className="mt-4 text-4xl font-semibold tracking-normal text-slate-950 md:text-5xl">
{audit.headline}
</h1>
<p className="mt-5 text-lg leading-8 text-slate-700">{audit.intro}</p>
<dl className="mt-8 grid gap-4 text-sm text-slate-700 sm:grid-cols-2">
<div>
<dt className="font-semibold text-slate-950">Unternehmen</dt>
<dd className="mt-1">{audit.companyName}</dd>
</div>
<div>
<dt className="font-semibold text-slate-950">Geprüfte Domain</dt>
<dd className="mt-1">{audit.domain}</dd>
</div>
</dl>
</div>
<aside className="self-end border-l-4 border-emerald-600 bg-emerald-50 px-5 py-4 text-sm leading-6 text-emerald-950">
Diese Fassung enthält nur freigegebene Beobachtungen und keine internen Scores,
Skills oder Rohdaten.
</aside>
</div>
</section>
<section className="mx-auto w-full max-w-6xl px-6 py-12 md:px-8">
<div className="grid gap-5">
{audit.observations.map((observation, index) => (
<article
key={`${observation.title}-${index}`}
className="rounded-lg border border-slate-200 bg-white p-6 shadow-sm"
>
<div className="flex items-start gap-3">
<CheckCircle2 className="mt-1 h-5 w-5 shrink-0 text-emerald-700" aria-hidden />
<div>
<h2 className="text-xl font-semibold tracking-normal text-slate-950">
{observation.title}
</h2>
<div className="mt-5 grid gap-5 md:grid-cols-3">
<div>
<h3 className="text-sm font-semibold text-slate-950">Beobachtung</h3>
<p className="mt-2 text-sm leading-6 text-slate-700">
{observation.observation}
</p>
</div>
<div>
<h3 className="text-sm font-semibold text-slate-950">Auswirkung</h3>
<p className="mt-2 text-sm leading-6 text-slate-700">
{observation.impact}
</p>
</div>
<div>
<h3 className="text-sm font-semibold text-slate-950">Vorschlag</h3>
<p className="mt-2 text-sm leading-6 text-slate-700">
{observation.suggestion}
</p>
</div>
</div>
</div>
</div>
</article>
))}
</div>
</section>
{audit.screenshots.length > 0 ? (
<section className="border-y border-slate-200 bg-white">
<div className="mx-auto w-full max-w-6xl px-6 py-12 md:px-8">
<h2 className="text-2xl font-semibold tracking-normal text-slate-950">
Screenshots aus der Prüfung
</h2>
<div className="mt-6 grid gap-5 md:grid-cols-2">
{audit.screenshots.map((screenshot) => (
<PublicAuditScreenshot key={screenshot.id} screenshot={screenshot} />
))}
</div>
</div>
</section>
) : null}
<section className="mx-auto w-full max-w-6xl px-6 py-12 md:px-8">
<div className="rounded-lg border border-slate-200 bg-white p-6 shadow-sm md:flex md:items-center md:justify-between md:gap-8">
<div>
<h2 className="text-2xl font-semibold tracking-normal text-slate-950">
Nächster sinnvoller Schritt
</h2>
<p className="mt-3 max-w-3xl text-sm leading-6 text-slate-700">
{audit.finalOffer.body}
</p>
</div>
{audit.finalOffer.ctaHref ? (
<TrackedPublicAuditLink
domain={audit.domain}
href={audit.finalOffer.ctaHref}
label={audit.finalOffer.ctaLabel ?? "Audit besprechen"}
/>
) : null}
</div>
</section>
</main>
);
}

View File

@@ -0,0 +1,26 @@
import type { PublicAuditScreenshot as PublicAuditScreenshotData } from "@/lib/audits/public-audit-types";
type PublicAuditScreenshotProps = {
screenshot: PublicAuditScreenshotData;
};
export function PublicAuditScreenshot({ screenshot }: PublicAuditScreenshotProps) {
return (
<figure className="overflow-hidden rounded-lg border border-slate-200 bg-white shadow-sm">
{/* eslint-disable-next-line @next/next/no-img-element */}
<img
src={screenshot.url}
alt={screenshot.alt}
width={screenshot.width}
height={screenshot.height}
className="aspect-[16/10] w-full object-cover"
/>
<figcaption className="flex items-center justify-between gap-3 border-t border-slate-200 px-4 py-3 text-xs text-slate-600">
<span className="font-medium uppercase tracking-normal text-slate-700">
{screenshot.viewport === "desktop" ? "Desktop" : "Mobil"}
</span>
<span className="truncate">{screenshot.sourceUrl}</span>
</figcaption>
</figure>
);
}

View File

@@ -0,0 +1,27 @@
type PublicAuditStatusProps = {
status?: "pending" | "unavailable";
};
export function PublicAuditStatus({ status = "pending" }: PublicAuditStatusProps) {
const isUnavailable = status === "unavailable";
return (
<main className="flex min-h-dvh items-center justify-center bg-slate-50 px-6 py-12 text-slate-950">
<section className="w-full max-w-xl rounded-lg border border-slate-200 bg-white p-8 shadow-sm">
<p className="text-sm font-semibold uppercase tracking-normal text-slate-500">
Website-Audit
</p>
<h1 className="mt-3 text-2xl font-semibold tracking-normal text-slate-950">
{isUnavailable
? "Dieser Audit ist nicht verfügbar"
: "Dieser Audit ist noch nicht freigegeben"}
</h1>
<p className="mt-4 text-sm leading-6 text-slate-600">
{isUnavailable
? "Die angeforderte öffentliche Kurzfassung wurde entfernt oder existiert nicht."
: "Die öffentliche Kurzfassung wird erst nach manueller Prüfung angezeigt."}
</p>
</section>
</main>
);
}

View File

@@ -0,0 +1,27 @@
import Script from "next/script";
type RybbitTrackingProps = {
domain: string;
};
export function RybbitTracking({ domain }: RybbitTrackingProps) {
const siteId = process.env.NEXT_PUBLIC_RYBBIT_SITE_ID?.trim();
if (!siteId) {
return null;
}
const apiUrl = process.env.RYBBIT_API_URL?.trim() || "https://app.rybbit.io";
const src = `${apiUrl.replace(/\/$/, "")}/api/script.js`;
return (
<Script
async
data-site-id={siteId}
data-domain={domain}
defer
id="rybbit-public-audit"
src={src}
strategy="afterInteractive"
/>
);
}

View File

@@ -0,0 +1,51 @@
"use client";
import { ArrowRight, ExternalLink } from "lucide-react";
declare global {
interface Window {
rybbit?: {
event?: (name: string, properties?: Record<string, string | number>) => void;
};
}
}
type TrackedPublicAuditLinkProps = {
href: string;
label: string;
domain: string;
};
export function TrackedPublicAuditLink({
href,
label,
domain,
}: TrackedPublicAuditLinkProps) {
const isInternal = href.startsWith("/");
return (
<a
href={href}
className="mt-6 inline-flex h-10 items-center justify-center gap-2 rounded-lg bg-slate-950 px-4 text-sm font-semibold text-white transition hover:bg-slate-800 md:mt-0"
onClick={() => {
window.rybbit?.event?.("audit_cta_click", {
domain,
target: isInternal ? "cta" : "outbound_cta",
});
if (!isInternal) {
window.rybbit?.event?.("audit_website_link_click", {
domain,
href,
});
}
}}
>
{label}
{isInternal ? (
<ArrowRight className="h-4 w-4" aria-hidden />
) : (
<ExternalLink className="h-4 w-4" aria-hidden />
)}
</a>
);
}

View File

@@ -0,0 +1,62 @@
import { AlertTriangle, CheckCircle2 } from "lucide-react";
import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
import type { IntegrationReadinessRow } from "@/lib/operational-readiness";
type OperationsReadinessProps = {
rows: IntegrationReadinessRow[];
};
export function OperationsReadiness({ rows }: OperationsReadinessProps) {
return (
<section className="space-y-4">
<header className="border-b pb-3">
<p className="text-sm text-muted-foreground">MVP-Betrieb</p>
<h1 className="mt-2 text-3xl font-semibold tracking-normal">
Einstellungen
</h1>
</header>
<Card>
<CardHeader>
<CardTitle>Integrationsstatus</CardTitle>
<CardDescription>
Diese Übersicht zeigt nur fehlende Variablennamen der Next.js-Runtime.
Convex-Action-Env bitte zusätzlich über Run-Events oder CLI prüfen.
</CardDescription>
</CardHeader>
<CardContent className="grid gap-3 md:grid-cols-2">
{rows.map((row) => {
const isConfigured = row.status === "configured";
const Icon = isConfigured ? CheckCircle2 : AlertTriangle;
return (
<article className="rounded-lg border p-4" key={row.id}>
<div className="flex items-start gap-3">
<Icon
aria-hidden
className={isConfigured ? "mt-0.5 size-5 text-emerald-600" : "mt-0.5 size-5 text-amber-600"}
/>
<div className="min-w-0">
<h2 className="text-base font-semibold">{row.label}</h2>
<p className="mt-1 text-sm text-muted-foreground">
{isConfigured ? "Konfiguration vorhanden" : "Konfiguration fehlt"}
</p>
{row.missingEnv.length > 0 ? (
<p className="mt-2 break-words text-xs text-muted-foreground">
Fehlend: {row.missingEnv.join(", ")}
</p>
) : null}
<p className="mt-2 text-xs text-muted-foreground">
{row.errorSurface}
</p>
</div>
</div>
</article>
);
})}
</CardContent>
</Card>
</section>
);
}

View File

@@ -13,17 +13,22 @@ import type * as auditGenerationAction from "../auditGenerationAction.js";
import type * as auditInputs from "../auditInputs.js";
import type * as audits from "../audits.js";
import type * as blacklist from "../blacklist.js";
import type * as campaignMetrics from "../campaignMetrics.js";
import type * as campaigns from "../campaigns.js";
import type * as crons from "../crons.js";
import type * as domain from "../domain.js";
import type * as http from "../http.js";
import type * as leadDiscovery from "../leadDiscovery.js";
import type * as leads from "../leads.js";
import type * as outreach from "../outreach.js";
import type * as outreachSendAction from "../outreachSendAction.js";
import type * as pageSpeed from "../pageSpeed.js";
import type * as pageSpeedAction from "../pageSpeedAction.js";
import type * as runs from "../runs.js";
import type * as scheduledJobs from "../scheduledJobs.js";
import type * as settings from "../settings.js";
import type * as storage from "../storage.js";
import type * as usageEvents from "../usageEvents.js";
import type * as websiteEnrichment from "../websiteEnrichment.js";
import type * as websiteEnrichmentAction from "../websiteEnrichmentAction.js";
@@ -39,17 +44,22 @@ declare const fullApi: ApiFromModules<{
auditInputs: typeof auditInputs;
audits: typeof audits;
blacklist: typeof blacklist;
campaignMetrics: typeof campaignMetrics;
campaigns: typeof campaigns;
crons: typeof crons;
domain: typeof domain;
http: typeof http;
leadDiscovery: typeof leadDiscovery;
leads: typeof leads;
outreach: typeof outreach;
outreachSendAction: typeof outreachSendAction;
pageSpeed: typeof pageSpeed;
pageSpeedAction: typeof pageSpeedAction;
runs: typeof runs;
scheduledJobs: typeof scheduledJobs;
settings: typeof settings;
storage: typeof storage;
usageEvents: typeof usageEvents;
websiteEnrichment: typeof websiteEnrichment;
websiteEnrichmentAction: typeof websiteEnrichmentAction;
}>;

View File

@@ -38,6 +38,19 @@ const auditGenerationParsedJson = v.union(
v.string(),
v.record(v.string(), auditGenerationParsedValue),
);
const auditFindingEvidenceRef = v.object({
id: v.string(),
type: v.union(
v.literal("crawl_page"),
v.literal("technical_check"),
v.literal("screenshot"),
v.literal("pagespeed"),
v.literal("jina_excerpt"),
v.literal("generation_stage"),
),
label: v.string(),
sourceUrl: v.optional(v.string()),
});
type AuditGenerationLead = Pick<
Doc<"leads">,
@@ -89,6 +102,7 @@ type AuditGenerationEvidence = {
technicalChecks: AuditGenerationEvidenceTechnicalCheck[];
screenshots: AuditGenerationEvidenceScreenshot[];
pageSpeedInputs: PageSpeedMinimalAuditResult[];
externalMarkdown?: string;
};
function byteLength(value: string) {
@@ -199,6 +213,8 @@ const secretHints = [
"SMTP_USER",
"BETTER_AUTH_SECRET",
"RYBBIT_API_KEY",
"SCREENSHOTONE_API_KEY",
"JINA_API_KEY",
];
function sanitizeSecretCandidates(value: string | undefined): string | undefined {
@@ -226,7 +242,7 @@ function sanitizeSecretCandidates(value: string | undefined): string | undefined
}
function escapeRegExp(value: string) {
return value.replace(/[.*+?^${}()|[\\]\\]/g, "\\$&");
return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
}
type StartLeadSnapshot = Pick<
@@ -249,30 +265,47 @@ export const getAuditGenerationEvidence = internalQuery({
return null;
}
const runIdFilter = {
table: "by_runId" as const,
value: args.runId,
};
const leadIdFilter = {
table: "by_leadId" as const,
value: lead._id,
};
const latestSuccessfulEnrichmentRun = await ctx.db
.query("agentRuns")
.withIndex("by_type_and_status_and_leadId", (q) =>
q
.eq("type", "website_enrichment")
.eq("status", "succeeded")
.eq("leadId", lead._id),
)
.order("desc")
.take(1);
const enrichmentEvidenceRunId =
latestSuccessfulEnrichmentRun[0]?._id ?? args.runId;
const crawlPagesByRun = await ctx.db
.query("websiteCrawlPages")
.withIndex("by_runId", (q) => q.eq("runId", runIdFilter.value))
.withIndex("by_runId", (q) => q.eq("runId", enrichmentEvidenceRunId))
.order("desc")
.take(40);
const technicalChecksByRun = await ctx.db
.query("websiteTechnicalChecks")
.withIndex("by_runId", (q) => q.eq("runId", runIdFilter.value))
.withIndex("by_runId", (q) => q.eq("runId", enrichmentEvidenceRunId))
.order("desc")
.take(80);
const screenshotsByRun = await ctx.db
const auditCaptureScreenshotsByRun = await ctx.db
.query("websiteCrawlScreenshots")
.withIndex("by_runId", (q) => q.eq("runId", runIdFilter.value))
.withIndex("by_runId", (q) => q.eq("runId", args.runId))
.order("desc")
.take(20);
const enrichmentScreenshotsByRun =
enrichmentEvidenceRunId === args.runId
? []
: await ctx.db
.query("websiteCrawlScreenshots")
.withIndex("by_runId", (q) => q.eq("runId", enrichmentEvidenceRunId))
.order("desc")
.take(20);
@@ -290,7 +323,7 @@ export const getAuditGenerationEvidence = internalQuery({
const crawlPages = crawlPagesByRun;
const technicalChecks = technicalChecksByRun;
const screenshots = screenshotsByRun;
const screenshots = [...auditCaptureScreenshotsByRun, ...enrichmentScreenshotsByRun];
return {
lead: {
@@ -549,6 +582,86 @@ export const persistAuditGenerationResult = internalMutation({
},
});
export const replaceAuditFindings = internalMutation({
args: {
auditId: v.id("audits"),
runId: v.id("agentRuns"),
findings: v.array(
v.object({
skillId: v.string(),
claim: v.string(),
recommendation: v.string(),
customerBenefit: v.string(),
severity: v.union(v.literal(1), v.literal(2), v.literal(3)),
confidence: v.number(),
evidenceRefs: v.array(auditFindingEvidenceRef),
reviewStatus: v.union(
v.literal("pending"),
v.literal("accepted"),
v.literal("rejected"),
),
}),
),
},
handler: async (ctx, args) => {
const existing = await ctx.db
.query("auditFindings")
.withIndex("by_auditId", (q) => q.eq("auditId", args.auditId))
.collect();
for (const finding of existing) {
await ctx.db.delete(finding._id);
}
const now = Date.now();
for (const finding of args.findings) {
await ctx.db.insert("auditFindings", {
auditId: args.auditId,
runId: args.runId,
skillId: finding.skillId,
claim: finding.claim,
recommendation: finding.recommendation,
customerBenefit: finding.customerBenefit,
severity: finding.severity,
confidence: finding.confidence,
evidenceRefs: finding.evidenceRefs,
reviewStatus: finding.reviewStatus,
createdAt: now,
updatedAt: now,
});
}
},
});
export const persistExternalCaptureScreenshot = internalMutation({
args: {
leadId: v.id("leads"),
runId: v.id("agentRuns"),
storageId: v.id("_storage"),
viewport: v.union(v.literal("desktop"), v.literal("mobile")),
sourceUrl: v.string(),
capturedAt: v.number(),
width: v.number(),
height: v.number(),
mimeType: v.string(),
},
returns: v.id("websiteCrawlScreenshots"),
handler: async (ctx, args): Promise<Id<"websiteCrawlScreenshots">> => {
return await ctx.db.insert("websiteCrawlScreenshots", {
leadId: args.leadId,
runId: args.runId,
storageId: args.storageId,
viewport: args.viewport,
sourceUrl: args.sourceUrl,
capturedAt: args.capturedAt,
width: args.width,
height: args.height,
mimeType: args.mimeType,
createdAt: Date.now(),
});
},
});
export const finishAuditGenerationRun = internalMutation({
args: {
runId: v.id("agentRuns"),

File diff suppressed because it is too large Load Diff

View File

@@ -2,6 +2,11 @@ import { v } from "convex/values";
import { normalizeListLimit } from "./domain";
import { internalMutation, mutation, query } from "./_generated/server";
import type { Doc, Id } from "./_generated/dataModel";
import type { MutationCtx, QueryCtx } from "./_generated/server";
export const AUDIT_REVIEW_NOTICE_AFTER_MS = 30 * 24 * 60 * 60 * 1000;
const DETAIL_EVIDENCE_LIMIT = 50;
const auditStatus = v.union(
v.literal("draft"),
@@ -11,8 +16,9 @@ const auditStatus = v.union(
);
const usedSkillsValidator = v.array(
v.object({
id: v.optional(v.string()),
name: v.string(),
category: v.string(),
category: v.optional(v.string()),
version: v.optional(v.string()),
source: v.optional(v.string()),
}),
@@ -24,6 +30,207 @@ const skillSummaryValidator = v.array(
summary: v.string(),
}),
);
const publicObservationValidator = v.object({
title: v.string(),
observation: v.string(),
impact: v.string(),
suggestion: v.string(),
screenshotIds: v.optional(v.array(v.id("_storage"))),
});
const publicOfferValidator = v.object({
body: v.string(),
ctaLabel: v.optional(v.string()),
ctaHref: v.optional(v.string()),
});
type AuditDashboardRow =
| {
kind: "audit";
id: Id<"audits">;
auditId: Id<"audits">;
slug: string;
title: string;
checkedDomain: string;
status: Doc<"audits">["status"];
pageCount: number;
checkedPages: string[];
detailHref: string;
createdAt: number;
updatedAt: number;
}
| {
kind: "generation";
id: Id<"agentRuns">;
runId: Id<"agentRuns">;
leadId: Id<"leads"> | null;
title: string;
checkedDomain: string;
status: Doc<"agentRuns">["status"];
latestStage: string;
stageStatus: Doc<"agentRuns">["status"];
errorSummary: string | null;
pageCount: number;
checkedPages: string[];
createdAt: number;
updatedAt: number;
};
const requireOperator = async (ctx: MutationCtx | QueryCtx) => {
const identity = await ctx.auth.getUserIdentity();
if (!identity) {
throw new Error("Nicht autorisiert.");
}
};
const domainFromLead = (
lead: Pick<Doc<"leads">, "companyName" | "websiteDomain" | "websiteUrl"> | null,
) => {
if (lead?.websiteDomain) {
return lead.websiteDomain;
}
if (lead?.websiteUrl) {
try {
return new URL(lead.websiteUrl).hostname;
} catch {
return lead.websiteUrl;
}
}
return "unbekannte-domain";
};
const latestGenerationStage = (stages: Doc<"auditGenerations">[]) => {
return [...stages].sort((a, b) => b.updatedAt - a.updatedAt)[0] ?? null;
};
const normalizeComparableAuditUrl = (value: string | null | undefined) => {
const trimmed = value?.trim();
if (!trimmed) {
return "";
}
const normalizeParsedUrl = (parsedUrl: URL) => {
const hostname = parsedUrl.hostname.toLowerCase().replace(/^www\./, "");
const pathname = parsedUrl.pathname.replace(/\/+$/, "");
return `${hostname}${pathname}${parsedUrl.search}`.toLowerCase();
};
try {
return normalizeParsedUrl(new URL(trimmed));
} catch {
try {
return normalizeParsedUrl(new URL(`https://${trimmed}`));
} catch {
return trimmed
.toLowerCase()
.replace(/^https?:\/\//, "")
.replace(/^www\./, "")
.replace(/\/+$/, "");
}
}
};
const setIfPresent = <T>(
target: Map<string, T>,
url: string | null | undefined,
value: T,
) => {
const key = normalizeComparableAuditUrl(url);
if (key && !target.has(key)) {
target.set(key, value);
}
};
const findByUrl = <T>(source: Map<string, T>, ...urls: Array<string | null | undefined>) => {
for (const url of urls) {
const key = normalizeComparableAuditUrl(url);
if (key && source.has(key)) {
return source.get(key) ?? null;
}
}
return null;
};
const fallbackCheckedPageEvidence = (url: string) => ({
url,
sourceUrl: null,
finalUrl: null,
pageKind: null,
title: null,
metaDescription: null,
headings: [],
visibleTextExcerpt: null,
hasContactFormSignal: null,
hasContactCtaSignal: null,
usesHttps: null,
missingMetaDescription: null,
brokenInternalLinkCount: null,
screenshots: [],
createdAt: null,
});
const toIsoDate = (timestamp: number | undefined, fallback: number) => {
return new Date(timestamp ?? fallback).toISOString();
};
const fallbackObservation = (audit: {
publicSummary?: string;
publicBody?: string;
textFindings?: string[];
}) => {
const firstFinding = audit.textFindings?.find((finding) => finding.trim().length > 0);
return {
title: "Wichtigster Hebel",
observation: firstFinding ?? audit.publicSummary ?? "Die Website hat bereits eine gute Grundlage.",
impact: "Unklare Nutzerführung kann qualifizierte Anfragen kosten.",
suggestion:
audit.publicBody ??
"Priorisieren Sie die sichtbarsten Kontaktwege und testen Sie die wichtigsten Seiten mobil.",
};
};
const publicContentForAudit = (audit: {
checkedDomain: string;
publicSummary?: string;
publicBody?: string;
publicObservations?: Array<{
title: string;
observation: string;
impact: string;
suggestion: string;
screenshotIds?: string[];
}>;
publicOffer?: {
body: string;
ctaLabel?: string;
ctaHref?: string;
};
textFindings?: string[];
}) => {
const observations = audit.publicObservations?.length
? audit.publicObservations
: [fallbackObservation(audit)];
return {
headline: audit.publicSummary ?? `Website-Audit fuer ${audit.checkedDomain}`,
intro:
audit.publicBody ??
"Diese Kurzfassung zeigt die wichtigsten oeffentlichen Findings aus dem geprueften Website-Audit.",
observations,
finalOffer:
audit.publicOffer ?? {
body: "Wenn Sie die naechsten Verbesserungen priorisieren moechten, besprechen wir die sinnvollsten Schritte gemeinsam.",
ctaLabel: "Audit besprechen",
},
};
};
const screenshotAlt = (viewport: "desktop" | "mobile", sourceUrl: string) => {
return `${viewport === "desktop" ? "Desktop" : "Mobile"} Screenshot von ${sourceUrl}`;
};
export const create = mutation({
args: {
@@ -36,9 +243,13 @@ export const create = mutation({
internalSummary: v.optional(v.string()),
publicSummary: v.optional(v.string()),
publicBody: v.optional(v.string()),
publicObservations: v.optional(v.array(publicObservationValidator)),
publicOffer: v.optional(publicOfferValidator),
ctaType: v.optional(v.string()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const now = Date.now();
const existing = await ctx.db
.query("audits")
@@ -61,19 +272,149 @@ export const create = mutation({
export const getDetail = query({
args: { id: v.id("audits") },
handler: async (ctx, args) => {
await requireOperator(ctx);
const audit = await ctx.db.get(args.id);
if (!audit) {
return null;
}
const lead = await ctx.db.get(audit.leadId);
return { audit, lead };
const latestSuccessfulEnrichmentRun = await ctx.db
.query("agentRuns")
.withIndex("by_type_and_status_and_leadId", (q) =>
q
.eq("type", "website_enrichment")
.eq("status", "succeeded")
.eq("leadId", audit.leadId),
)
.order("desc")
.take(1);
const enrichmentRunId = latestSuccessfulEnrichmentRun[0]?._id ?? null;
const crawlPages = enrichmentRunId
? await ctx.db
.query("websiteCrawlPages")
.withIndex("by_runId", (q) => q.eq("runId", enrichmentRunId))
.order("desc")
.take(DETAIL_EVIDENCE_LIMIT)
: [];
const technicalChecks = enrichmentRunId
? await ctx.db
.query("websiteTechnicalChecks")
.withIndex("by_runId", (q) => q.eq("runId", enrichmentRunId))
.order("desc")
.take(DETAIL_EVIDENCE_LIMIT)
: [];
const crawlScreenshots = enrichmentRunId
? await ctx.db
.query("websiteCrawlScreenshots")
.withIndex("by_runId", (q) => q.eq("runId", enrichmentRunId))
.order("desc")
.take(DETAIL_EVIDENCE_LIMIT)
: [];
const findings = await ctx.db
.query("auditFindings")
.withIndex("by_auditId", (q) => q.eq("auditId", audit._id))
.order("desc")
.take(DETAIL_EVIDENCE_LIMIT);
const pagesByUrl = new Map<string, Doc<"websiteCrawlPages">>();
for (const page of crawlPages) {
setIfPresent(pagesByUrl, page.sourceUrl, page);
setIfPresent(pagesByUrl, page.finalUrl, page);
}
const checksByUrl = new Map<string, Doc<"websiteTechnicalChecks">>();
for (const checks of technicalChecks) {
setIfPresent(checksByUrl, checks.sourceUrl, checks);
setIfPresent(checksByUrl, checks.finalUrl, checks);
}
const screenshotsByUrl = new Map<
string,
Array<{
id: Id<"_storage">;
url: string;
viewport: Doc<"websiteCrawlScreenshots">["viewport"];
sourceUrl: string;
width: number;
height: number;
createdAt: number;
}>
>();
for (const screenshot of crawlScreenshots) {
const url = await ctx.storage.getUrl(screenshot.storageId);
if (!url) {
continue;
}
const key = normalizeComparableAuditUrl(screenshot.sourceUrl);
if (!key) {
continue;
}
const current = screenshotsByUrl.get(key) ?? [];
current.push({
id: screenshot.storageId,
url,
viewport: screenshot.viewport,
sourceUrl: screenshot.sourceUrl,
width: screenshot.width,
height: screenshot.height,
createdAt: screenshot.createdAt,
});
screenshotsByUrl.set(key, current);
}
const checkedPages = audit.checkedPages.map((checkedUrl) => {
const page = findByUrl(pagesByUrl, checkedUrl);
if (!page) {
return fallbackCheckedPageEvidence(checkedUrl);
}
const checks = findByUrl(checksByUrl, checkedUrl, page.sourceUrl, page.finalUrl);
const screenshots = [
...(
findByUrl(screenshotsByUrl, checkedUrl, page.sourceUrl, page.finalUrl) ?? []
),
].sort((a, b) => b.createdAt - a.createdAt);
return {
url: checkedUrl,
sourceUrl: page.sourceUrl,
finalUrl: page.finalUrl,
pageKind: page.pageKind,
title: page.title ?? null,
metaDescription: page.metaDescription ?? null,
headings: page.headings.slice(0, DETAIL_EVIDENCE_LIMIT),
visibleTextExcerpt: page.visibleTextExcerpt ?? null,
hasContactFormSignal: page.hasContactFormSignal,
hasContactCtaSignal: page.hasContactCtaSignal,
usesHttps: checks?.usesHttps ?? null,
missingMetaDescription: checks?.missingMetaDescription ?? null,
brokenInternalLinkCount: checks?.brokenInternalLinkCount ?? null,
screenshots,
createdAt: page.createdAt,
};
});
return {
audit,
lead,
findings,
sourceSummaries: {
checkedPages,
},
};
},
});
export const get = query({
args: { id: v.id("audits") },
handler: async (ctx, args) => {
await requireOperator(ctx);
return await ctx.db.get(args.id);
},
});
@@ -89,6 +430,8 @@ export const upsertFromAuditGeneration = internalMutation({
multimodalSummary: v.optional(v.string()),
publicSummary: v.optional(v.string()),
publicBody: v.optional(v.string()),
publicObservations: v.optional(v.array(publicObservationValidator)),
publicOffer: v.optional(publicOfferValidator),
usedSkills: v.optional(usedSkillsValidator),
skillSummaries: v.optional(skillSummaryValidator),
},
@@ -112,6 +455,8 @@ export const upsertFromAuditGeneration = internalMutation({
multimodalSummary: args.multimodalSummary,
publicSummary: args.publicSummary,
publicBody: args.publicBody,
publicObservations: args.publicObservations,
publicOffer: args.publicOffer,
usedSkills: args.usedSkills,
skillSummaries: args.skillSummaries,
updatedAt: now,
@@ -145,6 +490,8 @@ export const upsertFromAuditGeneration = internalMutation({
multimodalSummary: args.multimodalSummary,
publicSummary: args.publicSummary,
publicBody: args.publicBody,
publicObservations: args.publicObservations,
publicOffer: args.publicOffer,
usedSkills: args.usedSkills,
skillSummaries: args.skillSummaries,
createdAt: now,
@@ -156,6 +503,8 @@ export const upsertFromAuditGeneration = internalMutation({
export const getBySlug = query({
args: { slug: v.string() },
handler: async (ctx, args) => {
await requireOperator(ctx);
const audits = await ctx.db
.query("audits")
.withIndex("by_slug", (q) => q.eq("slug", args.slug))
@@ -165,6 +514,184 @@ export const getBySlug = query({
},
});
export const getPublicBySlug = query({
args: { slug: v.string() },
handler: async (ctx: QueryCtx, args) => {
const audit = await ctx.db
.query("audits")
.withIndex("by_slug", (q) => q.eq("slug", args.slug))
.unique();
if (!audit) {
return null;
}
if (audit.status === "deactivated") {
return { publicationStatus: "deactivated" as const };
}
if (audit.status !== "published") {
return { publicationStatus: "draft" as const };
}
const lead = await ctx.db.get(audit.leadId);
const screenshots = await ctx.db
.query("auditScreenshots")
.withIndex("by_auditId", (q) => q.eq("auditId", audit._id))
.order("desc")
.take(8);
const publicScreenshots = [];
for (const screenshot of screenshots) {
const url = await ctx.storage.getUrl(screenshot.storageId);
if (!url) {
continue;
}
publicScreenshots.push({
id: screenshot.storageId,
url,
alt: screenshotAlt(screenshot.viewport, screenshot.sourceUrl),
viewport: screenshot.viewport,
sourceUrl: screenshot.sourceUrl,
width: screenshot.width,
height: screenshot.height,
});
}
return {
publicationStatus: "published" as const,
companyName: lead?.companyName ?? audit.checkedDomain,
domain: audit.checkedDomain,
publishedAt: toIsoDate(audit.publishedAt, audit.updatedAt),
publicContent: publicContentForAudit(audit),
screenshots: publicScreenshots,
};
},
});
export const savePublicAuditContent = mutation({
args: {
id: v.id("audits"),
publicSummary: v.optional(v.string()),
publicBody: v.optional(v.string()),
publicObservations: v.optional(v.array(publicObservationValidator)),
publicOffer: v.optional(publicOfferValidator),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const audit = await ctx.db.get(args.id);
if (!audit) {
throw new Error("Audit wurde nicht gefunden.");
}
const now = Date.now();
await ctx.db.patch(args.id, {
publicSummary: args.publicSummary,
publicBody: args.publicBody,
publicObservations: args.publicObservations,
publicOffer: args.publicOffer,
status: audit.status === "published" ? "approved" : audit.status,
updatedAt: now,
});
return args.id;
},
});
export const publishPublicAudit = mutation({
args: { id: v.id("audits") },
handler: async (ctx, args) => {
await requireOperator(ctx);
const audit = await ctx.db.get(args.id);
if (!audit) {
throw new Error("Audit wurde nicht gefunden.");
}
const now = Date.now();
await ctx.db.patch(args.id, {
status: "published",
publishedAt: now,
reviewDueAt: now + AUDIT_REVIEW_NOTICE_AFTER_MS,
lifecycleNotificationAt: undefined,
lifecycleExtendedUntil: undefined,
deactivatedAt: undefined,
updatedAt: now,
});
return { slug: audit.slug };
},
});
export const reapprovePublicAudit = mutation({
args: { id: v.id("audits") },
handler: async (ctx, args) => {
await requireOperator(ctx);
const audit = await ctx.db.get(args.id);
if (!audit) {
throw new Error("Audit wurde nicht gefunden.");
}
const now = Date.now();
await ctx.db.patch(args.id, {
status: "published",
publishedAt: now,
reviewDueAt: now + AUDIT_REVIEW_NOTICE_AFTER_MS,
lifecycleNotificationAt: undefined,
lifecycleExtendedUntil: undefined,
deactivatedAt: undefined,
updatedAt: now,
});
return { slug: audit.slug };
},
});
export const extendPublicAuditLifecycle = mutation({
args: {
id: v.id("audits"),
days: v.number(),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const audit = await ctx.db.get(args.id);
if (!audit) {
throw new Error("Audit wurde nicht gefunden.");
}
const now = Date.now();
await ctx.db.patch(args.id, {
status: "published",
lifecycleExtendedUntil: now + args.days * 24 * 60 * 60 * 1000,
reviewDueAt: now + args.days * 24 * 60 * 60 * 1000,
deactivatedAt: undefined,
updatedAt: now,
});
return { slug: audit.slug };
},
});
export const deactivatePublicAudit = mutation({
args: { id: v.id("audits") },
handler: async (ctx, args) => {
await requireOperator(ctx);
const audit = await ctx.db.get(args.id);
if (!audit) {
throw new Error("Audit wurde nicht gefunden.");
}
const now = Date.now();
await ctx.db.patch(args.id, {
status: "deactivated",
deactivatedAt: now,
updatedAt: now,
});
return { slug: audit.slug };
},
});
export const list = query({
args: {
leadId: v.optional(v.id("leads")),
@@ -172,6 +699,8 @@ export const list = query({
limit: v.optional(v.number()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const limit = normalizeListLimit(args.limit);
if (args.leadId) {
@@ -197,3 +726,105 @@ export const list = query({
return await ctx.db.query("audits").order("desc").take(limit);
},
});
export const listDashboardRows = query({
args: {
limit: v.optional(v.number()),
},
handler: async (ctx: QueryCtx, args): Promise<AuditDashboardRow[]> => {
await requireOperator(ctx);
const limit = normalizeListLimit(args.limit);
const audits = await ctx.db.query("audits").order("desc").take(limit);
const finalAuditLeadIds = new Set<string>();
const finalAuditRunIds = new Set<string>();
const finalAuditIds = new Set<string>();
const rows: AuditDashboardRow[] = audits.map((audit) => {
finalAuditLeadIds.add(audit.leadId);
finalAuditIds.add(audit._id);
return {
kind: "audit",
id: audit._id,
auditId: audit._id,
slug: audit.slug,
title: audit.slug,
checkedDomain: audit.checkedDomain,
status: audit.status,
pageCount: audit.checkedPages.length,
checkedPages: audit.checkedPages,
detailHref: `/dashboard/audits/${audit._id}`,
createdAt: audit.createdAt,
updatedAt: audit.updatedAt,
};
});
for (const audit of audits) {
const linkedGenerations = await ctx.db
.query("auditGenerations")
.withIndex("by_auditId", (q) => q.eq("auditId", audit._id))
.take(20);
for (const generation of linkedGenerations) {
finalAuditRunIds.add(generation.runId);
}
}
const generationRuns = await ctx.db
.query("agentRuns")
.withIndex("by_type", (q) => q.eq("type", "audit_generation"))
.order("desc")
.take(limit);
for (const run of generationRuns) {
if (!run.leadId) {
continue;
}
const directFinalAudit = run.auditId ? await ctx.db.get(run.auditId) : null;
const leadFinalAudits = await ctx.db
.query("audits")
.withIndex("by_leadId", (q) => q.eq("leadId", run.leadId as Id<"leads">))
.take(1);
if (
finalAuditRunIds.has(run._id) ||
(run.auditId && finalAuditIds.has(run.auditId)) ||
directFinalAudit ||
finalAuditLeadIds.has(run.leadId) ||
leadFinalAudits.length > 0
) {
continue;
}
const stages = await ctx.db
.query("auditGenerations")
.withIndex("by_runId", (q) => q.eq("runId", run._id))
.order("desc")
.take(20);
const latestStage = latestGenerationStage(stages);
const lead = await ctx.db.get(run.leadId);
const checkedDomain = domainFromLead(lead);
rows.push({
kind: "generation",
id: run._id,
runId: run._id,
leadId: run.leadId,
title: lead?.companyName ?? checkedDomain,
checkedDomain,
status: run.status,
latestStage: latestStage?.stage ?? run.currentStep ?? "audit_generation",
stageStatus: latestStage?.status ?? run.status,
errorSummary: run.errorSummary ?? latestStage?.errorSummary ?? null,
pageCount: 0,
checkedPages: [],
createdAt: run.createdAt,
updatedAt: Math.max(run.updatedAt, latestStage?.updatedAt ?? 0),
});
}
return rows.sort((a, b) => b.updatedAt - a.updatedAt).slice(0, limit);
},
});

148
convex/campaignMetrics.ts Normal file
View File

@@ -0,0 +1,148 @@
import { v } from "convex/values";
import { normalizeListLimit } from "./domain";
import { query } from "./_generated/server";
const priority = v.union(
v.literal("high"),
v.literal("medium"),
v.literal("low"),
v.literal("defer"),
v.literal("blocked"),
);
const leadStatus = 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"),
);
export const getDashboard = query({
args: {
campaignId: v.optional(v.id("campaigns")),
niche: v.optional(v.string()),
postalCode: v.optional(v.string()),
radiusKm: v.optional(v.number()),
priority: v.optional(priority),
status: v.optional(leadStatus),
from: v.optional(v.number()),
to: v.optional(v.number()),
limit: v.optional(v.number()),
},
handler: async (ctx, args) => {
const limit = normalizeListLimit(args.limit);
const campaigns = await ctx.db.query("campaigns").order("desc").take(100);
const leads = await ctx.db.query("leads").order("desc").take(500);
const audits = await ctx.db.query("audits").order("desc").take(500);
const outreach = await ctx.db.query("outreachRecords").order("desc").take(500);
const runs = await ctx.db
.query("agentRuns")
.withIndex("by_type", (q) => q.eq("type", "campaign"))
.order("desc")
.take(100);
const filteredLeads = leads.filter((lead) => {
const campaign = lead.campaignId
? campaigns.find((row) => row._id === lead.campaignId)
: null;
if (args.campaignId && lead.campaignId !== args.campaignId) {
return false;
}
if (args.niche && lead.niche !== args.niche) {
return false;
}
if (args.postalCode && lead.postalCode !== args.postalCode) {
return false;
}
if (args.radiusKm && campaign?.radiusKm !== args.radiusKm) {
return false;
}
if (args.priority && lead.priority !== args.priority) {
return false;
}
if (args.status && lead.contactStatus !== args.status) {
return false;
}
if (args.from && lead.createdAt < args.from) {
return false;
}
if (args.to && lead.createdAt > args.to) {
return false;
}
return true;
});
const leadIds = new Set(filteredLeads.map((lead) => lead._id));
const filteredAudits = audits.filter((audit) => leadIds.has(audit.leadId));
const filteredOutreach = outreach.filter((row) => leadIds.has(row.leadId));
const runRows = runs.slice(0, limit).map((run) => ({
id: run._id,
campaignId: run.campaignId ?? null,
status: run.status,
newLeads: run.counters?.leadsCreated ?? 0,
skippedDuplicates: 0,
skippedBlacklisted: 0,
errors: run.counters?.errors ?? 0,
auditsGenerated: run.counters?.auditsCreated ?? 0,
updatedAt: run.updatedAt,
errorSummary: run.errorSummary ?? null,
}));
return {
filters: {
campaigns: campaigns.map((campaign) => ({
id: campaign._id,
name: campaign.name,
})),
niches: [...new Set(leads.map((lead) => lead.niche).filter(Boolean))].sort(),
postalCodes: [...new Set(leads.map((lead) => lead.postalCode).filter(Boolean))].sort(),
},
auditSegments: filteredAudits.map((audit) => {
const lead = leads.find((row) => row._id === audit.leadId);
const campaign = lead?.campaignId
? campaigns.find((row) => row._id === lead.campaignId)
: null;
return {
path: `/audit/${audit.slug}`,
campaignId: lead?.campaignId ?? null,
campaignName: campaign?.name ?? "Ohne Kampagne",
niche: lead?.niche ?? "Nische offen",
region: campaign?.region ?? lead?.postalCode ?? "Region offen",
};
}),
metrics: {
foundLeads: filteredLeads.length,
leadsWithContact: filteredLeads.filter((lead) => Boolean(lead.email || lead.phone)).length,
missingContact: filteredLeads.filter((lead) => lead.contactStatus === "missing_contact").length,
auditsCreated: filteredAudits.length,
approvalsOpen: filteredOutreach.filter((row) => row.approvalStatus === "draft").length,
emailsSent: filteredOutreach.filter((row) => row.sendStatus === "sent").length,
followUpsPlanned: filteredOutreach.filter((row) => row.salesStatus === "follow_up_planned").length,
followUpsSent: filteredOutreach.filter((row) => row.salesStatus === "follow_up_sent").length,
responses: filteredOutreach.filter((row) => row.salesStatus === "reply_received").length,
conversations: filteredOutreach.filter((row) =>
row.salesStatus === "meeting_scheduled" ||
row.salesStatus === "proposal_requested" ||
row.salesStatus === "proposal_sent" ||
row.salesStatus === "won",
).length,
offers: filteredOutreach.filter((row) =>
row.salesStatus === "proposal_requested" ||
row.salesStatus === "proposal_sent",
).length,
wins: filteredOutreach.filter((row) => row.salesStatus === "won").length,
losses: filteredOutreach.filter((row) => row.salesStatus === "lost").length,
skippedDuplicates: runRows.reduce((total, run) => total + run.skippedDuplicates, 0),
skippedBlacklisted: runRows.reduce((total, run) => total + run.skippedBlacklisted, 0),
rybbitAuditOpens: 0,
rybbitCtaClicks: 0,
},
runs: runRows,
};
},
});

19
convex/crons.ts Normal file
View File

@@ -0,0 +1,19 @@
import { cronJobs } from "convex/server";
import { internal } from "./_generated/api";
const crons = cronJobs();
crons.interval(
"campaign cadence runner",
{ hours: 1 },
internal.scheduledJobs.runDueCampaigns,
);
crons.interval(
"audit lifecycle runner",
{ hours: 24 },
internal.scheduledJobs.runAuditLifecycle,
);
export default crons;

View File

@@ -96,6 +96,12 @@ export const RUN_STATUSES = [
] as const;
export const AUDIT_GENERATION_STAGES = [
"classification",
"localSeoSpecialist",
"conversionUxSpecialist",
"visualTrustSpecialist",
"critiqueSpecialist",
"performanceAccessibilitySpecialist",
"evidenceVerifier",
"multimodalAudit",
"germanCopy",
"qualityReview",
@@ -119,6 +125,18 @@ export const PAGE_SPEED_ERROR_TYPES = [
"api_error",
"unknown",
] as const;
export const USAGE_EVENT_PROVIDERS = [
"openrouter",
"screenshotone",
"jina",
"pagespeed",
"google_places",
] as const;
export const USAGE_EVENT_OPERATIONS = [
"audit_capture",
"audit_generation",
"lead_lookup",
] as const;
export type CampaignStatus = (typeof CAMPAIGN_STATUSES)[number];
export type LeadPriority = (typeof LEAD_PRIORITIES)[number];
@@ -143,6 +161,8 @@ export type ScreenshotViewport = (typeof SCREENSHOT_VIEWPORTS)[number];
export type PageSpeedStrategy = (typeof PAGE_SPEED_STRATEGIES)[number];
export type PageSpeedResultStatus = (typeof PAGE_SPEED_RESULT_STATUSES)[number];
export type PageSpeedErrorType = (typeof PAGE_SPEED_ERROR_TYPES)[number];
export type UsageEventProvider = (typeof USAGE_EVENT_PROVIDERS)[number];
export type UsageEventOperation = (typeof USAGE_EVENT_OPERATIONS)[number];
export type SettingsRow = {
key: string;

View File

@@ -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;
@@ -88,136 +162,7 @@ function buildReviewContactPatch(args: {
});
}
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.literal("google_places")),
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(
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()),
duplicateStatus: v.optional(
v.union(
v.literal("unchecked"),
v.literal("unique"),
v.literal("possible_duplicate"),
v.literal("duplicate"),
),
),
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"))),
normalizedGooglePlaceId: v.optional(v.string()),
notes: v.optional(v.string()),
},
handler: async (ctx, args) => {
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,
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: {
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()),
},
handler: async (ctx, args) => {
async function reviewUpdateLead(ctx: MutationCtx, args: LeadReviewUpdateArgs) {
const lead = await ctx.db.get(args.id);
if (!lead) {
@@ -300,10 +245,93 @@ export const reviewUpdate = mutation({
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.literal("google_places")),
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()),
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,
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);
@@ -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);
@@ -392,6 +412,7 @@ export const listFunnel = query({
sendStatus: latestOutreach.sendStatus,
responseStatus: latestOutreach.responseStatus,
salesStatus: latestOutreach.salesStatus,
doNotContactUntil: latestOutreach.doNotContactUntil ?? null,
}
: null,
};

View File

@@ -1,7 +1,14 @@
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";
import type { MutationCtx, QueryCtx } from "./_generated/server";
const strategy = v.union(
v.literal("call_first"),
@@ -9,6 +16,294 @@ 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;
const requireOperator = async (ctx: QueryCtx | MutationCtx) => {
const identity = await ctx.auth.getUserIdentity();
if (!identity) {
throw new Error("Nicht autorisiert.");
}
return identity;
};
const latestOutreachForLead = async (
ctx: QueryCtx,
leadId: Id<"leads">,
) => {
const rows = await ctx.db
.query("outreachRecords")
.withIndex("by_leadId", (q) => q.eq("leadId", leadId))
.order("desc")
.take(1);
return rows[0] ?? null;
};
const latestAuditForLead = async (ctx: QueryCtx, leadId: Id<"leads">) => {
const rows = await ctx.db
.query("audits")
.withIndex("by_leadId", (q) => q.eq("leadId", leadId))
.order("desc")
.take(1);
return rows[0] ?? null;
};
const loadReviewRow = async (
ctx: QueryCtx,
lead: Doc<"leads">,
reviewOutreach: Doc<"outreachRecords"> | null,
) => {
const latestOutreach = reviewOutreach ?? await latestOutreachForLead(ctx, lead._id);
const audit = latestOutreach?.auditId
? await ctx.db.get(latestOutreach.auditId)
: await latestAuditForLead(ctx, lead._id);
const auditGenerations = audit
? await ctx.db
.query("auditGenerations")
.withIndex("by_auditId", (q) => q.eq("auditId", audit._id))
.order("desc")
.take(REVIEW_JOIN_LIMIT)
: await ctx.db
.query("auditGenerations")
.withIndex("by_leadId", (q) => q.eq("leadId", lead._id))
.order("desc")
.take(REVIEW_JOIN_LIMIT);
const pageSpeedResults = audit
? await ctx.db
.query("pageSpeedResults")
.withIndex("by_auditId", (q) => q.eq("auditId", audit._id))
.order("desc")
.take(REVIEW_JOIN_LIMIT)
: await ctx.db
.query("pageSpeedResults")
.withIndex("by_leadId", (q) => q.eq("leadId", lead._id))
.order("desc")
.take(REVIEW_JOIN_LIMIT);
const crawlPages = await ctx.db
.query("websiteCrawlPages")
.withIndex("by_leadId_and_createdAt", (q) => q.eq("leadId", lead._id))
.order("desc")
.take(REVIEW_JOIN_LIMIT);
const emailCandidates = await ctx.db
.query("websiteEmailCandidates")
.withIndex("by_leadId", (q) => q.eq("leadId", lead._id))
.order("desc")
.take(REVIEW_JOIN_LIMIT);
return {
id: lead._id,
lead: {
id: lead._id,
companyName: lead.companyName,
niche: lead.niche ?? null,
address: lead.address ?? null,
city: lead.city ?? null,
postalCode: lead.postalCode ?? null,
websiteUrl: lead.websiteUrl ?? null,
websiteDomain: lead.websiteDomain ?? null,
email: lead.email ?? null,
normalizedEmail: lead.normalizedEmail ?? null,
phone: lead.phone ?? null,
normalizedPhone: lead.normalizedPhone ?? null,
contactPerson: lead.contactPerson ?? null,
priority: lead.priority,
priorityReason: lead.priorityReason ?? null,
contactStatus: lead.contactStatus,
contactStatusReason: lead.contactStatusReason ?? null,
duplicateStatus: lead.duplicateStatus,
duplicateReason: lead.duplicateReason ?? null,
blacklistStatus: lead.blacklistStatus,
blacklistReason: lead.blacklistReason ?? null,
notes: lead.notes ?? null,
googleMapsUrl: lead.googleMapsUrl ?? null,
googleRating: lead.googleRating ?? null,
googleUserRatingCount: lead.googleUserRatingCount ?? null,
updatedAt: lead.updatedAt,
},
latestOutreach: latestOutreach,
audit: audit,
auditGenerations: auditGenerations.map((generation) => ({
id: generation._id,
stage: generation.stage,
status: generation.status,
modelProfile: generation.modelProfile,
modelId: generation.modelId,
errorSummary: generation.errorSummary ?? null,
finishReason: generation.finishReason ?? null,
parsedJson: generation.parsedJson ?? null,
createdAt: generation.createdAt,
updatedAt: generation.updatedAt,
})),
usedSkills: audit?.usedSkills ?? [],
skillSummaries: audit?.skillSummaries ?? [],
sourceSummaries: {
pageSpeedResults: pageSpeedResults.map((result) => ({
id: result._id,
strategy: result.strategy,
status: result.status,
sourceUrl: result.sourceUrl,
finalUrl: result.finalUrl ?? null,
errorType: result.errorType ?? null,
errorSummary: result.errorSummary ?? null,
normalized: result.normalized ?? null,
fetchedAt: result.fetchedAt,
createdAt: result.createdAt,
})),
crawlPages: crawlPages.map((page) => ({
id: page._id,
sourceUrl: page.sourceUrl,
finalUrl: page.finalUrl,
pageKind: page.pageKind,
title: page.title ?? null,
metaDescription: page.metaDescription ?? null,
headings: page.headings.slice(0, REVIEW_JOIN_LIMIT),
visibleTextExcerpt: page.visibleTextExcerpt ?? null,
hasContactFormSignal: page.hasContactFormSignal,
hasContactCtaSignal: page.hasContactCtaSignal,
createdAt: page.createdAt,
})),
emailCandidates: emailCandidates.map((candidate) => ({
id: candidate._id,
email: candidate.email,
normalizedEmail: candidate.normalizedEmail,
emailSource: candidate.emailSource,
sourceUrl: candidate.sourceUrl,
contactPerson: candidate.contactPerson ?? null,
isBusinessContactAddress: candidate.isBusinessContactAddress,
isGeneric: candidate.isGeneric,
accepted: candidate.accepted,
createdAt: candidate.createdAt,
})),
},
sortAt: Math.max(
lead.updatedAt,
latestOutreach?.updatedAt ?? 0,
audit?.updatedAt ?? 0,
),
};
};
type OutreachRecordInsertArgs = {
leadId: Id<"leads">;
auditId?: Id<"audits">;
strategy: "call_first" | "email_first" | "defer" | "do_not_contact";
phoneScript?: string;
emailSubject?: string;
emailBody?: string;
followUpDraft?: string;
followUpDueAt?: number;
parentOutreachId?: Id<"outreachRecords">;
salesStatus?: "follow_up_planned" | "follow_up_sent";
now: number;
};
const buildOutreachRecordsInsertPayload = (args: OutreachRecordInsertArgs) => {
const payload: {
leadId: Id<"leads">;
auditId?: Id<"audits">;
strategy: "call_first" | "email_first" | "defer" | "do_not_contact";
phoneScript?: string;
emailSubject?: string;
emailBody?: string;
followUpDraft?: string;
followUpDueAt?: number;
parentOutreachId?: Id<"outreachRecords">;
approvalStatus: "draft";
sendStatus: "not_sent";
responseStatus: "none";
salesStatus: "follow_up_planned" | "follow_up_sent";
createdAt: number;
updatedAt: number;
} = {
leadId: args.leadId,
strategy: args.strategy,
approvalStatus: "draft",
sendStatus: "not_sent",
responseStatus: "none",
salesStatus: args.salesStatus ?? "follow_up_planned",
createdAt: args.now,
updatedAt: args.now,
};
if (args.auditId !== undefined) {
payload.auditId = args.auditId;
}
if (args.phoneScript !== undefined) {
payload.phoneScript = args.phoneScript;
}
if (args.emailSubject !== undefined) {
payload.emailSubject = args.emailSubject;
}
if (args.emailBody !== undefined) {
payload.emailBody = args.emailBody;
}
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: {
@@ -21,17 +316,37 @@ export const create = mutation({
followUpDraft: v.optional(v.string()),
},
handler: async (ctx, args) => {
const now = Date.now();
await requireOperator(ctx);
return await ctx.db.insert("outreachRecords", {
...args,
approvalStatus: "draft",
sendStatus: "not_sent",
responseStatus: "none",
salesStatus: "follow_up_planned",
createdAt: now,
updatedAt: now,
});
const lead = await ctx.db.get(args.leadId);
if (!lead) {
throw new Error("Lead wurde nicht gefunden.");
}
if (args.auditId) {
const audit = await ctx.db.get(args.auditId);
if (!audit) {
throw new Error("Audit wurde nicht gefunden.");
}
if (audit.leadId !== args.leadId) {
throw new Error("Audit gehoert nicht zu diesem Lead.");
}
}
const now = Date.now();
return await ctx.db.insert(
"outreachRecords",
buildOutreachRecordsInsertPayload({
leadId: args.leadId,
auditId: args.auditId,
strategy: args.strategy,
phoneScript: args.phoneScript,
emailSubject: args.emailSubject,
emailBody: args.emailBody,
followUpDraft: args.followUpDraft,
now,
}),
);
},
});
@@ -48,6 +363,21 @@ export const upsertFromAuditGeneration = internalMutation({
handler: async (ctx, args) => {
const now = Date.now();
const lead = await ctx.db.get(args.leadId);
if (!lead) {
throw new Error("Lead wurde nicht gefunden.");
}
if (args.auditId) {
const audit = await ctx.db.get(args.auditId);
if (!audit) {
throw new Error("Audit wurde nicht gefunden.");
}
if (audit.leadId !== args.leadId) {
throw new Error("Audit gehoert nicht zu diesem Lead.");
}
}
const existing = await ctx.db
.query("outreachRecords")
.withIndex("by_leadId", (q) => q.eq("leadId", args.leadId))
@@ -56,11 +386,24 @@ export const upsertFromAuditGeneration = internalMutation({
if (existing.length > 0) {
const current = existing[0]!;
if (args.auditId) {
await ctx.db.patch(current._id, { auditId: args.auditId });
if (current.sendStatus === "sent") {
return await ctx.db.insert(
"outreachRecords",
buildOutreachRecordsInsertPayload({
leadId: args.leadId,
auditId: args.auditId,
strategy: args.strategy,
phoneScript: args.phoneScript,
emailSubject: args.emailSubject,
emailBody: args.emailBody,
followUpDraft: args.followUpDraft,
now,
}),
);
}
await ctx.db.patch(current._id, {
...(args.auditId !== undefined ? { auditId: args.auditId } : {}),
strategy: args.strategy,
...(args.phoneScript !== undefined ? { phoneScript: args.phoneScript } : {}),
...(args.emailSubject !== undefined
@@ -70,21 +413,528 @@ export const upsertFromAuditGeneration = internalMutation({
...(args.followUpDraft !== undefined
? { followUpDraft: args.followUpDraft }
: {}),
approvalStatus: "draft",
updatedAt: now,
});
return current._id;
}
return await ctx.db.insert("outreachRecords", {
...args,
return await ctx.db.insert(
"outreachRecords",
buildOutreachRecordsInsertPayload({
leadId: args.leadId,
auditId: args.auditId,
strategy: args.strategy,
phoneScript: args.phoneScript,
emailSubject: args.emailSubject,
emailBody: args.emailBody,
followUpDraft: args.followUpDraft,
now,
}),
);
},
});
export const listReviewWorkspace = query({
args: {
limit: v.optional(v.number()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const limit = normalizeListLimit(args.limit);
const candidateLimit = Math.min(limit * 10, 300);
const outreachReadyLeads = await ctx.db
.query("leads")
.withIndex("by_contactStatus_and_updatedAt", (q) =>
q.eq("contactStatus", "outreach_ready"),
)
.order("desc")
.take(candidateLimit);
const draftNotSentOutreach = await ctx.db
.query("outreachRecords")
.withIndex("by_approvalStatus_and_sendStatus_and_updatedAt", (q) =>
q.eq("approvalStatus", "draft").eq("sendStatus", "not_sent"),
)
.order("desc")
.take(candidateLimit);
const draftQueuedOutreach = await ctx.db
.query("outreachRecords")
.withIndex("by_approvalStatus_and_sendStatus_and_updatedAt", (q) =>
q.eq("approvalStatus", "draft").eq("sendStatus", "queued"),
)
.order("desc")
.take(candidateLimit);
const draftFailedOutreach = await ctx.db
.query("outreachRecords")
.withIndex("by_approvalStatus_and_sendStatus_and_updatedAt", (q) =>
q.eq("approvalStatus", "draft").eq("sendStatus", "failed"),
)
.order("desc")
.take(candidateLimit);
const approvedNotSentOutreach = await ctx.db
.query("outreachRecords")
.withIndex("by_approvalStatus_and_sendStatus_and_updatedAt", (q) =>
q.eq("approvalStatus", "approved").eq("sendStatus", "not_sent"),
)
.order("desc")
.take(candidateLimit);
const approvedQueuedOutreach = await ctx.db
.query("outreachRecords")
.withIndex("by_approvalStatus_and_sendStatus_and_updatedAt", (q) =>
q.eq("approvalStatus", "approved").eq("sendStatus", "queued"),
)
.order("desc")
.take(candidateLimit);
const approvedFailedOutreach = await ctx.db
.query("outreachRecords")
.withIndex("by_approvalStatus_and_sendStatus_and_updatedAt", (q) =>
q.eq("approvalStatus", "approved").eq("sendStatus", "failed"),
)
.order("desc")
.take(candidateLimit);
const leadCandidates = new Map<
Id<"leads">,
{ lead: Doc<"leads">; outreach: Doc<"outreachRecords"> | null }
>();
for (const lead of outreachReadyLeads) {
leadCandidates.set(lead._id, { lead, outreach: null });
}
const reviewOutreach = [
...draftNotSentOutreach,
...draftQueuedOutreach,
...draftFailedOutreach,
...approvedNotSentOutreach,
...approvedQueuedOutreach,
...approvedFailedOutreach,
]
.filter((outreach) =>
(outreach.approvalStatus === "draft" ||
outreach.approvalStatus === "approved") &&
outreach.sendStatus !== "sent"
)
.sort((a, b) => b.updatedAt - a.updatedAt);
for (const outreach of reviewOutreach) {
const lead = await ctx.db.get(outreach.leadId);
if (!lead) {
continue;
}
const existing = leadCandidates.get(lead._id);
if (!existing || (existing.outreach?.updatedAt ?? 0) < outreach.updatedAt) {
leadCandidates.set(lead._id, { lead, outreach });
}
}
const rows = await Promise.all(
[...leadCandidates.values()].map(({ lead, outreach }) =>
loadReviewRow(ctx, lead, outreach),
),
);
return rows
.sort((a, b) => b.sortAt - a.sortAt)
.slice(0, limit)
.map(({ sortAt, ...row }) => (void sortAt, row));
},
});
export const saveReviewDraft = mutation({
args: {
id: v.id("outreachRecords"),
strategy: strategy,
phoneScript: v.optional(v.string()),
emailSubject: v.optional(v.string()),
emailBody: v.optional(v.string()),
followUpDraft: v.optional(v.string()),
},
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.");
}
if (outreach.sendStatus === "sent" || outreach.sendStatus === "queued") {
throw new Error("Gesendete Outreach-Datensaetze koennen nicht bearbeitet werden.");
}
const now = Date.now();
await ctx.db.patch(args.id, {
strategy: args.strategy,
...(args.phoneScript !== undefined ? { phoneScript: args.phoneScript } : {}),
...(args.emailSubject !== undefined
? { emailSubject: args.emailSubject }
: {}),
...(args.emailBody !== undefined ? { emailBody: args.emailBody } : {}),
...(args.followUpDraft !== undefined
? { followUpDraft: args.followUpDraft }
: {}),
approvalStatus: "draft",
sendStatus: "not_sent",
responseStatus: "none",
salesStatus: "follow_up_planned",
createdAt: now,
updatedAt: now,
});
return { id: args.id, approvalStatus: "draft", updatedAt: now };
},
});
export const approveEmailDraft = mutation({
args: {
id: v.id("outreachRecords"),
},
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.");
}
if (outreach.sendStatus === "sent") {
throw new Error("Gesendete Outreach-Datensaetze koennen nicht freigegeben werden.");
}
if (outreach.sendStatus === "queued") {
throw new Error("Ausstehend freigegebene Outreach-Datensaetze koennen nicht erneut freigegeben werden.");
}
const lead = await ctx.db.get(outreach.leadId);
if (!lead) {
throw new Error("Lead wurde nicht gefunden.");
}
const recipient = lead.email?.trim();
const subject = outreach.emailSubject?.trim();
const body = outreach.emailBody?.trim();
if (!recipient) {
throw new Error("Empfaenger-E-Mail fehlt.");
}
if (!subject) {
throw new Error("E-Mail-Betreff fehlt.");
}
if (!body) {
throw new Error("E-Mail-Text fehlt.");
}
const audit = outreach.auditId ? await ctx.db.get(outreach.auditId) : null;
const now = Date.now();
await ctx.db.patch(args.id, {
approvalStatus: "approved",
updatedAt: now,
});
const sender = process.env.SMTP_FROM?.trim();
if (!sender) {
throw new Error("SMTP-Absender-Adresse fehlt.");
}
return {
id: args.id,
recipient: recipient,
subject: subject,
sender: sender,
auditSlug: audit?.slug ?? null,
approvalStatus: "approved",
updatedAt: now,
};
},
});
export const claimApprovedEmailForSend = internalMutation({
args: {
id: v.id("outreachRecords"),
},
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.");
}
if (outreach.approvalStatus !== "approved") {
throw new Error("Nur freigegebene Outreachs können versendet werden.");
}
if (outreach.sendStatus === "sent" || outreach.sendStatus === "queued") {
throw new Error("Outreach ist bereits in Versand-Warteschlange oder gesendet.");
}
const lead = await ctx.db.get(outreach.leadId);
if (!lead) {
throw new Error("Lead wurde nicht gefunden.");
}
const recipient = lead.email?.trim();
const subject = outreach.emailSubject?.trim();
const body = outreach.emailBody?.trim();
const sender = process.env.SMTP_FROM?.trim();
if (!recipient) {
throw new Error("Empfaenger-E-Mail fehlt.");
}
if (!subject) {
throw new Error("E-Mail-Betreff fehlt.");
}
if (!body) {
throw new Error("E-Mail-Text fehlt.");
}
if (!sender) {
throw new Error("SMTP-Absender-Adresse fehlt.");
}
const audit = outreach.auditId ? await ctx.db.get(outreach.auditId) : null;
const now = Date.now();
await ctx.db.patch(args.id, {
sendStatus: "queued",
updatedAt: now,
});
return {
outreachId: outreach._id,
id: outreach._id,
leadId: outreach.leadId,
auditId: outreach.auditId,
recipient,
subject,
body,
sender,
auditLink: audit?.slug ? `/audit/${audit.slug}` : null,
};
},
});
const outreachSendAttemptSuccessStatus = "success" as const;
const outreachSendAttemptFailedStatus = "failed" as const;
export const recordEmailSendSuccess = internalMutation({
args: {
id: v.id("outreachRecords"),
recipient: v.string(),
subject: v.string(),
body: v.string(),
sender: v.string(),
auditId: v.optional(v.id("audits")),
auditLink: v.optional(v.union(v.string(), v.null())),
sentAt: v.number(),
smtpMessageId: v.optional(v.string()),
smtpResponse: v.optional(v.string()),
smtpAccepted: v.optional(v.array(v.string())),
smtpRejected: v.optional(v.array(v.string())),
},
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 lead = await ctx.db.get(outreach.leadId);
if (!lead) {
throw new Error("Lead wurde nicht gefunden.");
}
const now = Date.now();
await ctx.db.patch(args.id, {
sendStatus: "sent",
sentAt: args.sentAt,
...(outreach.parentOutreachId ? { salesStatus: "follow_up_sent" as const } : {}),
updatedAt: now,
});
await ctx.db.patch(lead._id, {
contactStatus: "contacted",
updatedAt: now,
});
const attempt: {
outreachId: Id<"outreachRecords">;
leadId: Id<"leads">;
recipient: string;
subject: string;
body: string;
sender: string;
status: typeof outreachSendAttemptSuccessStatus;
sentAt: number;
createdAt: number;
updatedAt: number;
auditId?: Id<"audits">;
auditLink?: string | null;
smtpMessageId?: string;
smtpResponse?: string;
smtpAccepted?: string[];
smtpRejected?: string[];
} = {
outreachId: args.id,
leadId: outreach.leadId,
recipient: args.recipient,
subject: args.subject,
body: args.body,
sender: args.sender,
status: outreachSendAttemptSuccessStatus,
sentAt: args.sentAt,
createdAt: now,
updatedAt: now,
};
if (args.auditId !== undefined) {
attempt.auditId = args.auditId;
}
if (args.auditLink !== undefined) {
attempt.auditLink = args.auditLink;
}
if (args.smtpMessageId !== undefined) {
attempt.smtpMessageId = args.smtpMessageId;
}
if (args.smtpResponse !== undefined) {
attempt.smtpResponse = args.smtpResponse;
}
if (args.smtpAccepted !== undefined) {
attempt.smtpAccepted = args.smtpAccepted;
}
if (args.smtpRejected !== undefined) {
attempt.smtpRejected = args.smtpRejected;
}
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,
};
},
});
export const recordEmailSendFailure = internalMutation({
args: {
id: v.id("outreachRecords"),
recipient: v.string(),
subject: v.string(),
body: v.string(),
sender: v.string(),
auditId: v.optional(v.id("audits")),
auditLink: v.optional(v.union(v.string(), v.null())),
errorMessage: v.optional(v.string()),
errorCode: v.optional(v.string()),
errorResponseCode: v.optional(v.number()),
errorResponse: v.optional(v.string()),
},
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();
await ctx.db.patch(args.id, {
sendStatus: "failed",
updatedAt: now,
});
const attempt: {
outreachId: Id<"outreachRecords">;
leadId: Id<"leads">;
recipient: string;
subject: string;
body: string;
sender: string;
status: typeof outreachSendAttemptFailedStatus;
createdAt: number;
updatedAt: number;
auditId?: Id<"audits">;
auditLink?: string | null;
errorMessage?: string;
errorCode?: string;
errorResponseCode?: number;
errorResponse?: string;
} = {
outreachId: args.id,
leadId: outreach.leadId,
recipient: args.recipient,
subject: args.subject,
body: args.body,
sender: args.sender,
status: outreachSendAttemptFailedStatus,
createdAt: now,
updatedAt: now,
};
if (args.auditId !== undefined) {
attempt.auditId = args.auditId;
}
if (args.auditLink !== undefined) {
attempt.auditLink = args.auditLink;
}
if (args.errorMessage !== undefined) {
attempt.errorMessage = args.errorMessage;
}
if (args.errorCode !== undefined) {
attempt.errorCode = args.errorCode;
}
if (args.errorResponseCode !== undefined) {
attempt.errorResponseCode = args.errorResponseCode;
}
if (args.errorResponse !== undefined) {
attempt.errorResponse = args.errorResponse;
}
await ctx.db.insert("outreachSendAttempts", attempt);
},
});
@@ -97,6 +947,8 @@ export const list = query({
limit: v.optional(v.number()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const limit = normalizeListLimit(args.limit);
if (args.leadId) {

View File

@@ -0,0 +1,335 @@
"use node";
import { internal } from "./_generated/api";
import { action, type ActionCtx } from "./_generated/server";
import { v } from "convex/values";
import nodemailer from "nodemailer";
import type { SentMessageInfo } from "nodemailer";
import type { Id } from "./_generated/dataModel";
type SendRecipientList = string[];
type SmtpErrorDetails = {
message: string;
code?: string;
responseCode?: number;
response?: string;
accepted?: SendRecipientList;
rejected?: SendRecipientList;
};
const DEFAULT_SMTP_PORT = 465;
const SMTP_REQUIRED_FIELDS = [
"SMTP_HOST",
"SMTP_USER",
"SMTP_PASSWORD",
"SMTP_FROM",
] as const;
async function requireOperator(ctx: ActionCtx): Promise<void> {
const identity = await ctx.auth.getUserIdentity();
if (!identity) {
throw new Error("Nicht autorisiert.");
}
}
function escapeRegExp(value: string) {
return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
}
function sanitizeValue(value: string | undefined | null): string | undefined {
if (!value) {
return value === "" ? "" : undefined;
}
let safe = value;
for (const secretName of SMTP_REQUIRED_FIELDS) {
const secret = process.env[secretName];
if (secret) {
safe = safe.replace(new RegExp(escapeRegExp(secret), "g"), "[REDACTED]");
}
}
return safe
.replace(
/\b(?:host|user|userId|userID|password|pass|secret)\s*[:=]\s*[^\s\"']+/gi,
"[REDACTED]",
)
.trim();
}
function parsePort(raw: string | undefined): number {
const fallback = DEFAULT_SMTP_PORT;
const normalized = raw?.trim();
if (!normalized) {
return fallback;
}
const parsed = Number.parseInt(normalized, 10);
if (!Number.isFinite(parsed)) {
throw new Error("SMTP-Port ist ungültig.");
}
if (parsed < 1 || parsed > 65_535) {
throw new Error("SMTP-Port liegt außerhalb gültiger Grenzen.");
}
return parsed;
}
function parseResponseCode(value: unknown): number | undefined {
if (typeof value === "number" && Number.isFinite(value)) {
return value;
}
if (typeof value === "string") {
const parsed = Number.parseInt(value, 10);
return Number.isFinite(parsed) ? parsed : undefined;
}
return undefined;
}
function normalizeRecipientList(value: unknown): SendRecipientList {
if (!Array.isArray(value)) {
return [];
}
return value
.map((entry) => {
return typeof entry === "string" ? entry : String(entry);
})
.filter(Boolean);
}
function extractSmtpError(error: unknown): SmtpErrorDetails {
if (error instanceof Error) {
const errorCode = (error as { code?: unknown }).code;
const smtpCode =
typeof errorCode === "string" ? errorCode : undefined;
return {
message: error.message || "SMTP-Fehler ohne Nachricht.",
code: smtpCode,
responseCode: parseResponseCode(
(error as { responseCode?: unknown }).responseCode,
),
response: (error as { response?: unknown }).response as string | undefined,
};
}
if (typeof error === "object" && error !== null) {
const errorAsRecord = error as {
message?: unknown;
code?: unknown;
responseCode?: unknown;
response?: unknown;
accepted?: unknown;
rejected?: unknown;
};
return {
message:
typeof errorAsRecord.message === "string"
? errorAsRecord.message
: "SMTP-Fehler ohne Nachricht.",
code:
typeof errorAsRecord.code === "string"
? errorAsRecord.code
: undefined,
responseCode: parseResponseCode(errorAsRecord.responseCode),
response:
typeof errorAsRecord.response === "string"
? errorAsRecord.response
: undefined,
accepted: normalizeRecipientList(errorAsRecord.accepted),
rejected: normalizeRecipientList(errorAsRecord.rejected),
};
}
const message = typeof error === "string" ? error : "SMTP-Fehler ohne Nachricht.";
return { message };
}
function toSanitizedErrorForLog(error: unknown) {
const parsed = extractSmtpError(error);
return {
message: sanitizeValue(parsed.message) ?? "SMTP-Fehler ohne Nachricht.",
code: sanitizeValue(parsed.code),
responseCode: parsed.responseCode,
response: sanitizeValue(parsed.response),
};
}
function sanitizeSmtpError(error: unknown) {
return toSanitizedErrorForLog(error);
}
type OutreachSendSnapshot = {
outreachId: Id<"outreachRecords">;
id?: Id<"outreachRecords">;
leadId: Id<"leads">;
auditId?: Id<"audits">;
recipient: string;
subject: string;
body: string;
sender: string;
auditLink?: string | null;
};
export const sendApprovedEmail = action({
args: {
id: v.id("outreachRecords"),
},
handler: async (
ctx: ActionCtx,
args: {
id: Id<"outreachRecords">;
},
): Promise<{
ok: boolean;
outreachId: Id<"outreachRecords">;
}> => {
await requireOperator(ctx);
const snapshot: OutreachSendSnapshot = await ctx.runMutation(
internal.outreach.claimApprovedEmailForSend,
{
id: args.id,
},
);
try {
const smtpPort = parsePort(process.env.SMTP_PORT);
const smtpHost = process.env.SMTP_HOST?.trim();
const smtpUser = process.env.SMTP_USER?.trim();
const smtpPassword = process.env.SMTP_PASSWORD?.trim();
if (!smtpHost || !smtpUser || !smtpPassword || !snapshot.sender) {
throw new Error("SMTP-Konfiguration ist unvollständig.");
}
const isSecureSmtp = smtpPort === 465;
const transporter = nodemailer.createTransport({
host: smtpHost,
port: smtpPort,
secure: isSecureSmtp,
auth: {
user: smtpUser,
pass: smtpPassword,
},
});
const result = (await transporter.sendMail({
from: snapshot.sender,
to: snapshot.recipient,
subject: snapshot.subject,
text: snapshot.body,
})) as SentMessageInfo;
const successPayload: {
id: Id<"outreachRecords">;
recipient: string;
subject: string;
body: string;
sender: string;
sentAt: number;
auditId?: Id<"audits">;
auditLink?: string | null;
smtpMessageId?: string;
smtpResponse?: string;
smtpAccepted?: string[];
smtpRejected?: string[];
} = {
id: args.id,
recipient: snapshot.recipient,
subject: snapshot.subject,
body: snapshot.body,
sender: snapshot.sender,
sentAt: Date.now(),
};
if (snapshot.auditId !== undefined) {
successPayload.auditId = snapshot.auditId;
}
if (snapshot.auditLink !== undefined) {
successPayload.auditLink = snapshot.auditLink;
}
if (result.messageId !== undefined) {
successPayload.smtpMessageId = sanitizeValue(result.messageId);
}
if (result.response !== undefined) {
successPayload.smtpResponse = sanitizeValue(result.response);
}
if (Array.isArray(result.accepted) && result.accepted.length > 0) {
successPayload.smtpAccepted = normalizeRecipientList(result.accepted);
}
if (Array.isArray(result.rejected) && result.rejected.length > 0) {
successPayload.smtpRejected = normalizeRecipientList(result.rejected);
}
await ctx.runMutation(internal.outreach.recordEmailSendSuccess, successPayload);
return {
ok: true,
outreachId: snapshot.outreachId,
};
} catch (error) {
const sanitized = sanitizeSmtpError(error);
const failure = extractSmtpError(error);
const failurePayload: {
id: Id<"outreachRecords">;
recipient: string;
subject: string;
body: string;
sender: string;
auditId?: Id<"audits">;
auditLink?: string | null;
errorMessage?: string;
errorCode?: string;
errorResponseCode?: number;
errorResponse?: string;
} = {
id: args.id,
recipient: snapshot.recipient,
subject: snapshot.subject,
body: snapshot.body,
sender: snapshot.sender,
};
if (snapshot.auditId !== undefined) {
failurePayload.auditId = snapshot.auditId;
}
if (snapshot.auditLink !== undefined) {
failurePayload.auditLink = snapshot.auditLink;
}
if (failure.message) {
failurePayload.errorMessage = sanitizeValue(failure.message);
}
if (failure.code !== undefined) {
failurePayload.errorCode = sanitizeValue(failure.code);
}
if (failure.responseCode !== undefined) {
failurePayload.errorResponseCode = failure.responseCode;
}
if (failure.response !== undefined) {
failurePayload.errorResponse = sanitizeValue(failure.response);
}
console.error("SMTP-Versand fehlgeschlagen.", {
outreachId: snapshot.outreachId,
leadId: snapshot.leadId,
message: sanitized.message,
code: sanitized.code,
responseCode: sanitized.responseCode,
response: sanitized.response,
});
await ctx.runMutation(
internal.outreach.recordEmailSendFailure,
failurePayload,
);
throw new Error("SMTP-Versand ist fehlgeschlagen.");
}
},
});

View File

@@ -1,8 +1,9 @@
"use node";
import { api, internal } from "./_generated/api";
import { internal } from "./_generated/api";
import { internalAction } from "./_generated/server";
import type { Id } from "./_generated/dataModel";
import type { ActionCtx } from "./_generated/server";
import { v } from "convex/values";
import {
classifyPageSpeedError,
@@ -101,6 +102,44 @@ function classifyPageSpeedFailure(input: unknown, apiKey?: string | null) {
};
}
type StartedPageSpeedAudit = {
lead: {
_id: Id<"leads">;
websiteUrl: string;
};
auditId?: Id<"audits">;
};
async function queueAuditGenerationAfterPageSpeed(
ctx: ActionCtx,
runId: Id<"agentRuns">,
started: StartedPageSpeedAudit,
) {
try {
await ctx.runMutation(internal.auditGeneration.queueLeadAuditGeneration, {
leadId: started.lead._id,
...(started.auditId ? { auditId: started.auditId } : {}),
parentRunId: runId,
});
} catch (auditQueueError) {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "warning",
message: "Audit-Generierung konnte nicht in die Warteschlange gesetzt werden.",
details: [
{ label: "Lead", value: started.lead._id },
{
label: "Fehler",
value: auditQueueError instanceof Error
? auditQueueError.message
: String(auditQueueError),
source: "audit_generation_queue",
},
],
});
}
}
export const processPageSpeedAudit = internalAction({
args: {
runId: v.id("agentRuns"),
@@ -109,15 +148,7 @@ export const processPageSpeedAudit = internalAction({
const apiKeyRaw = process.env.PAGESPEED_API_KEY?.trim();
const apiKey = apiKeyRaw ? apiKeyRaw : undefined;
let started:
| {
lead: {
_id: Id<"leads">;
websiteUrl: string;
};
auditId?: Id<"audits">;
}
| null = null;
let started: StartedPageSpeedAudit | null = null;
try {
started = await ctx.runMutation(internal.pageSpeed.startPageSpeedAuditRun, {
@@ -133,7 +164,7 @@ export const processPageSpeedAudit = internalAction({
errorSummary,
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId: args.runId,
level: "error",
message: "PageSpeed-Analyse fehlgeschlagen.",
@@ -179,7 +210,7 @@ export const processPageSpeedAudit = internalAction({
fetchedAt,
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId: args.runId,
level: "warning",
message: `PageSpeed-Analyse für ${strategy} fehlgeschlagen.`,
@@ -217,7 +248,7 @@ export const processPageSpeedAudit = internalAction({
normalized: toPersistedPageSpeedNormalizedResult(normalized),
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId: args.runId,
level: "info",
message: `PageSpeed-Analyse für ${strategy} abgeschlossen.`,
@@ -243,7 +274,7 @@ export const processPageSpeedAudit = internalAction({
fetchedAt,
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId: args.runId,
level: "warning",
message: `PageSpeed-Analyse für ${strategy} fehlgeschlagen.`,
@@ -267,6 +298,8 @@ export const processPageSpeedAudit = internalAction({
: undefined,
});
await queueAuditGenerationAfterPageSpeed(ctx, args.runId, started);
return args.runId;
} catch (error) {
const { errorSummary } = classifyPageSpeedFailure(error, apiKeyRaw);
@@ -277,12 +310,13 @@ export const processPageSpeedAudit = internalAction({
errorSummary,
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId: args.runId,
level: "error",
message: "PageSpeed-Analyse fehlgeschlagen.",
details: [{ label: "Fehler", value: errorSummary, source: "pagespeed_action" }],
});
await queueAuditGenerationAfterPageSpeed(ctx, args.runId, started);
return null;
}
},

View File

@@ -6,13 +6,53 @@ import {
RUN_TYPES,
normalizeListLimit,
} from "./domain";
import { mutation, query } from "./_generated/server";
import type { Id } from "./_generated/dataModel";
import { internalMutation, mutation, query } from "./_generated/server";
import type { MutationCtx, QueryCtx } from "./_generated/server";
const runType = v.union(...RUN_TYPES.map((type) => v.literal(type)));
const runStatus = v.union(...RUN_STATUSES.map((status) => v.literal(status)));
const eventLevel = v.union(
...RUN_EVENT_LEVELS.map((level) => v.literal(level)),
);
const appendEventArgs = {
runId: v.id("agentRuns"),
level: eventLevel,
message: v.string(),
details: v.optional(
v.array(
v.object({
label: v.string(),
value: v.string(),
source: v.optional(v.string()),
}),
),
),
};
type AppendEventArgs = {
runId: Id<"agentRuns">;
level: (typeof RUN_EVENT_LEVELS)[number];
message: string;
details?: { label: string; value: string; source?: string }[];
};
const requireOperator = async (ctx: MutationCtx | QueryCtx) => {
const identity = await ctx.auth.getUserIdentity();
if (!identity) {
throw new Error("Nicht autorisiert.");
}
};
async function appendRunEvent(
ctx: MutationCtx,
args: AppendEventArgs,
) {
return await ctx.db.insert("agentRunEvents", {
...args,
createdAt: Date.now(),
});
}
export const create = mutation({
args: {
@@ -24,6 +64,7 @@ export const create = mutation({
currentStep: v.optional(v.string()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const now = Date.now();
return await ctx.db.insert("agentRuns", {
@@ -50,6 +91,7 @@ export const updateStatus = mutation({
errorSummary: v.optional(v.string()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const now = Date.now();
const patch: {
status: typeof args.status;
@@ -92,6 +134,7 @@ export const list = query({
limit: v.optional(v.number()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const limit = normalizeListLimit(args.limit);
if (args.type && args.status) {
@@ -132,25 +175,17 @@ export const list = query({
});
export const appendEvent = mutation({
args: {
runId: v.id("agentRuns"),
level: eventLevel,
message: v.string(),
details: v.optional(
v.array(
v.object({
label: v.string(),
value: v.string(),
source: v.optional(v.string()),
}),
),
),
},
args: appendEventArgs,
handler: async (ctx, args) => {
return await ctx.db.insert("agentRunEvents", {
...args,
createdAt: Date.now(),
await requireOperator(ctx);
return await appendRunEvent(ctx, args);
},
});
export const appendEventInternal = internalMutation({
args: appendEventArgs,
handler: async (ctx, args) => {
return await appendRunEvent(ctx, args);
},
});
@@ -160,6 +195,7 @@ export const listEvents = query({
limit: v.optional(v.number()),
},
handler: async (ctx, args) => {
await requireOperator(ctx);
const limit = normalizeListLimit(args.limit);
return await ctx.db

199
convex/scheduledJobs.ts Normal file
View File

@@ -0,0 +1,199 @@
import { internal } from "./_generated/api";
import { internalMutation } from "./_generated/server";
import { canStartAgentRun, isStalePendingAgentRun } from "../lib/lead-discovery-run";
export const AUDIT_REVIEW_NOTICE_AFTER_MS = 30 * 24 * 60 * 60 * 1000;
export const AUDIT_AUTO_DEACTIVATE_AFTER_MS = 60 * 24 * 60 * 60 * 1000;
const RUN_COUNTERS_ZERO = {
leadsFound: 0,
leadsCreated: 0,
auditsCreated: 0,
outreachPrepared: 0,
errors: 0,
};
export const runDueCampaigns = internalMutation({
args: {},
handler: async (ctx) => {
const now = Date.now();
const activeRuns = [
...(await ctx.db
.query("agentRuns")
.withIndex("by_status", (q) => q.eq("status", "pending"))
.take(20)),
...(await ctx.db
.query("agentRuns")
.withIndex("by_status", (q) => q.eq("status", "running"))
.take(20)),
];
for (const run of activeRuns.filter((run) => isStalePendingAgentRun(run, now))) {
await ctx.db.patch(run._id, {
status: "canceled",
currentStep: "campaign_cron_stale_pending",
errorSummary: "Ausstehender Lauf wurde nach Timeout automatisch abgebrochen.",
finishedAt: now,
updatedAt: now,
});
await ctx.db.insert("agentRunEvents", {
runId: run._id,
level: "warning",
message: "Ausstehender Lauf wurde nach Timeout automatisch abgebrochen.",
createdAt: now,
});
}
if (!canStartAgentRun(activeRuns, now)) {
const skippedRunId = await ctx.db.insert("agentRuns", {
type: "campaign",
status: "canceled",
currentStep: "campaign_cron_skipped",
errorSummary: "Es läuft bereits ein Agentenlauf.",
counters: RUN_COUNTERS_ZERO,
createdAt: now,
updatedAt: now,
finishedAt: now,
});
await ctx.db.insert("agentRunEvents", {
runId: skippedRunId,
level: "warning",
message: "Es läuft bereits ein Agentenlauf. Kampagnen-Cron wurde übersprungen.",
createdAt: now,
});
return { started: 0, skipped: 1 };
}
const dueCampaigns = await ctx.db
.query("campaigns")
.withIndex("by_status_and_nextRunAt", (q) =>
q.eq("status", "active").lte("nextRunAt", now),
)
.take(1);
const campaign = dueCampaigns[0];
if (!campaign || campaign.recurrence === "manual") {
return { started: 0, skipped: 0 };
}
const runId = await ctx.db.insert("agentRuns", {
type: "campaign",
campaignId: campaign._id,
status: "pending",
currentStep: "campaign_cron_queued",
counters: RUN_COUNTERS_ZERO,
createdAt: now,
updatedAt: now,
});
await ctx.db.insert("agentRunEvents", {
runId,
level: "info",
message: "Kampagnenlauf wurde durch Cadence-Cron geplant.",
details: [{ label: "Kampagne", value: campaign.name }],
createdAt: now,
});
await ctx.scheduler.runAfter(0, internal.leadDiscovery.processCampaignRun, {
runId,
});
return { started: 1, skipped: 0 };
},
});
export const runAuditLifecycle = internalMutation({
args: {},
handler: async (ctx) => {
const now = Date.now();
const runId = await ctx.db.insert("agentRuns", {
type: "lifecycle",
status: "running",
currentStep: "audit_lifecycle",
counters: RUN_COUNTERS_ZERO,
startedAt: now,
createdAt: now,
updatedAt: now,
});
let notifications = 0;
let deactivated = 0;
const publishedAudits = await ctx.db
.query("audits")
.withIndex("by_status", (q) => q.eq("status", "published"))
.take(100);
for (const audit of publishedAudits) {
const publishedAt = audit.publishedAt ?? audit.updatedAt;
const extendedUntil = audit.lifecycleExtendedUntil ?? 0;
const isExtended = extendedUntil > now;
if (!isExtended && now - publishedAt >= AUDIT_AUTO_DEACTIVATE_AFTER_MS) {
await ctx.db.patch(audit._id, {
status: "deactivated",
deactivatedAt: now,
updatedAt: now,
});
await ctx.db.insert("dashboardNotifications", {
auditId: audit._id,
runId,
kind: "audit_auto_deactivated",
title: "Audit automatisch deaktiviert",
message: "Ein veröffentlichtes Audit war älter als 60 Tage und wurde deaktiviert.",
status: "unread",
createdAt: now,
updatedAt: now,
});
deactivated += 1;
continue;
}
if (
!audit.lifecycleNotificationAt &&
now - publishedAt >= AUDIT_REVIEW_NOTICE_AFTER_MS
) {
await ctx.db.patch(audit._id, {
lifecycleNotificationAt: now,
reviewDueAt: now,
updatedAt: now,
});
await ctx.db.insert("dashboardNotifications", {
auditId: audit._id,
runId,
kind: "audit_review_due",
title: "Audit-Aktivität prüfen",
message: "Soll dieses Audit aktiv bleiben? Es ist seit 30 Tagen veröffentlicht.",
status: "unread",
createdAt: now,
updatedAt: now,
});
notifications += 1;
}
}
await ctx.db.patch(runId, {
status: "succeeded",
finishedAt: now,
updatedAt: now,
counters: {
...RUN_COUNTERS_ZERO,
auditsCreated: notifications,
errors: deactivated,
},
});
await ctx.db.insert("agentRunEvents", {
runId,
level: "info",
message: "Audit-Lifecycle geprüft.",
details: [
{ label: "Hinweise", value: String(notifications) },
{ label: "Deaktiviert", value: String(deactivated) },
],
createdAt: now,
});
return { notifications, deactivated };
},
});

View File

@@ -7,6 +7,8 @@ import {
RUN_EVENT_LEVELS,
RUN_STATUSES,
RUN_TYPES,
USAGE_EVENT_OPERATIONS,
USAGE_EVENT_PROVIDERS,
} from "./domain";
const campaignStatus = v.union(v.literal("active"), v.literal("paused"));
@@ -56,6 +58,10 @@ const outreachSendStatus = v.union(
v.literal("sent"),
v.literal("failed"),
);
const outreachSendAttemptStatus = v.union(
v.literal("success"),
v.literal("failed"),
);
const outreachResponseStatus = v.union(
v.literal("none"),
v.literal("manual_reply_recorded"),
@@ -142,6 +148,12 @@ const pageSpeedErrorType = v.union(
v.literal("api_error"),
v.literal("unknown"),
);
const usageEventProvider = v.union(
...USAGE_EVENT_PROVIDERS.map((provider) => v.literal(provider)),
);
const usageEventOperation = v.union(
...USAGE_EVENT_OPERATIONS.map((operation) => v.literal(operation)),
);
const settingsValue = v.union(v.string(), v.number(), v.boolean(), v.null());
const auditMetricSummary = v.object({
performanceScore: v.optional(v.number()),
@@ -156,6 +168,37 @@ const playwrightSummary = v.object({
formsFound: v.number(),
notes: v.optional(v.array(v.string())),
});
const publicAuditObservation = v.object({
title: v.string(),
observation: v.string(),
impact: v.string(),
suggestion: v.string(),
screenshotIds: v.optional(v.array(v.id("_storage"))),
});
const publicAuditOffer = v.object({
body: v.string(),
ctaLabel: v.optional(v.string()),
ctaHref: v.optional(v.string()),
});
const auditFindingEvidenceType = v.union(
v.literal("crawl_page"),
v.literal("technical_check"),
v.literal("screenshot"),
v.literal("pagespeed"),
v.literal("jina_excerpt"),
v.literal("generation_stage"),
);
const auditFindingEvidenceRef = v.object({
id: v.string(),
type: auditFindingEvidenceType,
label: v.string(),
sourceUrl: v.optional(v.string()),
});
const auditFindingReviewStatus = v.union(
v.literal("pending"),
v.literal("accepted"),
v.literal("rejected"),
);
const eventDetail = v.object({
label: v.string(),
value: v.string(),
@@ -241,6 +284,7 @@ export default defineSchema({
.index("by_campaignId", ["campaignId"])
.index("by_discoveryRunId", ["discoveryRunId"])
.index("by_contactStatus", ["contactStatus"])
.index("by_contactStatus_and_updatedAt", ["contactStatus", "updatedAt"])
.index("by_normalizedEmail", ["normalizedEmail"])
.index("by_normalizedPhone", ["normalizedPhone"])
.index("by_normalizedCompanyName_and_normalizedAddress", [
@@ -265,8 +309,9 @@ export default defineSchema({
usedSkills: v.optional(
v.array(
v.object({
id: v.optional(v.string()),
name: v.string(),
category: v.string(),
category: v.optional(v.string()),
version: v.optional(v.string()),
source: v.optional(v.string()),
}),
@@ -285,9 +330,13 @@ export default defineSchema({
internalSummary: v.optional(v.string()),
publicSummary: v.optional(v.string()),
publicBody: v.optional(v.string()),
publicObservations: v.optional(v.array(publicAuditObservation)),
publicOffer: v.optional(publicAuditOffer),
ctaType: v.optional(v.string()),
publishedAt: v.optional(v.number()),
reviewDueAt: v.optional(v.number()),
lifecycleNotificationAt: v.optional(v.number()),
lifecycleExtendedUntil: v.optional(v.number()),
deactivatedAt: v.optional(v.number()),
createdAt: v.number(),
updatedAt: v.number(),
@@ -312,6 +361,24 @@ export default defineSchema({
.index("by_auditId_and_viewport", ["auditId", "viewport"])
.index("by_storageId", ["storageId"]),
auditFindings: defineTable({
auditId: v.id("audits"),
runId: v.id("agentRuns"),
skillId: v.string(),
claim: v.string(),
recommendation: v.string(),
customerBenefit: v.string(),
severity: v.union(v.literal(1), v.literal(2), v.literal(3)),
confidence: v.number(),
evidenceRefs: v.array(auditFindingEvidenceRef),
reviewStatus: auditFindingReviewStatus,
createdAt: v.number(),
updatedAt: v.number(),
})
.index("by_auditId", ["auditId"])
.index("by_runId", ["runId"])
.index("by_auditId_and_reviewStatus", ["auditId", "reviewStatus"]),
pageSpeedResults: defineTable({
leadId: v.id("leads"),
auditId: v.optional(v.id("audits")),
@@ -378,6 +445,39 @@ export default defineSchema({
.index("by_stage", ["stage"])
.index("by_leadId_and_stage", ["leadId", "stage"]),
usageEvents: defineTable({
provider: usageEventProvider,
operation: usageEventOperation,
runId: v.optional(v.id("agentRuns")),
leadId: v.optional(v.id("leads")),
auditId: v.optional(v.id("audits")),
estimatedCostUsd: v.number(),
tokens: v.optional(
v.object({
inputTokens: v.optional(v.number()),
outputTokens: v.optional(v.number()),
promptTokens: v.optional(v.number()),
completionTokens: v.optional(v.number()),
totalTokens: v.optional(v.number()),
cacheReadTokens: v.optional(v.number()),
}),
),
callCounts: v.optional(
v.object({
requests: v.optional(v.number()),
pages: v.optional(v.number()),
screenshots: v.optional(v.number()),
lookups: v.optional(v.number()),
}),
),
createdAt: v.number(),
})
.index("by_runId_and_createdAt", ["runId", "createdAt"])
.index("by_leadId_and_createdAt", ["leadId", "createdAt"])
.index("by_auditId_and_createdAt", ["auditId", "createdAt"])
.index("by_provider_and_createdAt", ["provider", "createdAt"])
.index("by_createdAt", ["createdAt"]),
websiteCrawlPages: defineTable({
leadId: v.id("leads"),
runId: v.optional(v.id("agentRuns")),
@@ -465,18 +565,56 @@ 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(),
})
.index("by_leadId", ["leadId"])
.index("by_auditId", ["auditId"])
.index("by_approvalStatus", ["approvalStatus"])
.index("by_sendStatus", ["sendStatus"]),
.index("by_approvalStatus_and_updatedAt", ["approvalStatus", "updatedAt"])
.index("by_approvalStatus_and_sendStatus_and_updatedAt", [
"approvalStatus",
"sendStatus",
"updatedAt",
])
.index("by_sendStatus", ["sendStatus"])
.index("by_sendStatus_and_updatedAt", ["sendStatus", "updatedAt"])
.index("by_parentOutreachId", ["parentOutreachId"]),
outreachSendAttempts: defineTable({
outreachId: v.id("outreachRecords"),
leadId: v.id("leads"),
auditId: v.optional(v.id("audits")),
recipient: v.string(),
subject: v.string(),
body: v.string(),
sender: v.string(),
auditLink: v.optional(v.union(v.string(), v.null())),
status: outreachSendAttemptStatus,
sentAt: v.optional(v.number()),
smtpMessageId: v.optional(v.string()),
smtpResponse: v.optional(v.string()),
smtpAccepted: v.optional(v.array(v.string())),
smtpRejected: v.optional(v.array(v.string())),
errorMessage: v.optional(v.string()),
errorCode: v.optional(v.string()),
errorResponseCode: v.optional(v.number()),
errorResponse: v.optional(v.string()),
createdAt: v.number(),
updatedAt: v.number(),
})
.index("by_outreachId", ["outreachId"])
.index("by_leadId", ["leadId"])
.index("by_status", ["status"])
.index("by_createdAt", ["createdAt"]),
blacklistEntries: defineTable({
type: blacklistType,
@@ -535,4 +673,18 @@ export default defineSchema({
createdAt: v.number(),
updatedAt: v.number(),
}).index("by_key", ["key"]),
dashboardNotifications: defineTable({
auditId: v.optional(v.id("audits")),
runId: v.optional(v.id("agentRuns")),
kind: v.string(),
title: v.string(),
message: v.string(),
status: v.union(v.literal("unread"), v.literal("acknowledged")),
createdAt: v.number(),
updatedAt: v.number(),
})
.index("by_status_and_createdAt", ["status", "createdAt"])
.index("by_auditId", ["auditId"])
.index("by_runId", ["runId"]),
});

223
convex/usageEvents.ts Normal file
View File

@@ -0,0 +1,223 @@
import type { Doc, Id } from "./_generated/dataModel";
import { internalMutation, query } from "./_generated/server";
import type { QueryCtx } from "./_generated/server";
import {
normalizeListLimit,
USAGE_EVENT_OPERATIONS,
USAGE_EVENT_PROVIDERS,
} from "./domain";
import { v } from "convex/values";
const usageEventProvider = v.union(
...USAGE_EVENT_PROVIDERS.map((provider) => v.literal(provider)),
);
const usageEventOperation = v.union(
...USAGE_EVENT_OPERATIONS.map((operation) => v.literal(operation)),
);
const usageEventTokens = v.object({
inputTokens: v.optional(v.number()),
outputTokens: v.optional(v.number()),
promptTokens: v.optional(v.number()),
completionTokens: v.optional(v.number()),
totalTokens: v.optional(v.number()),
cacheReadTokens: v.optional(v.number()),
});
const usageEventCallCounts = v.object({
requests: v.optional(v.number()),
pages: v.optional(v.number()),
screenshots: v.optional(v.number()),
lookups: v.optional(v.number()),
});
const usageEventDoc = v.object({
_id: v.id("usageEvents"),
_creationTime: v.number(),
provider: usageEventProvider,
operation: usageEventOperation,
runId: v.optional(v.id("agentRuns")),
leadId: v.optional(v.id("leads")),
auditId: v.optional(v.id("audits")),
estimatedCostUsd: v.number(),
tokens: v.optional(usageEventTokens),
callCounts: v.optional(usageEventCallCounts),
createdAt: v.number(),
});
type UsageEventTokens = {
inputTokens?: number;
outputTokens?: number;
promptTokens?: number;
completionTokens?: number;
totalTokens?: number;
cacheReadTokens?: number;
};
type UsageEventCallCounts = {
requests?: number;
pages?: number;
screenshots?: number;
lookups?: number;
};
type UsageEventNumberArgs = {
estimatedCostUsd: number;
tokens?: UsageEventTokens;
callCounts?: UsageEventCallCounts;
};
const requireOperator = async (ctx: QueryCtx) => {
const identity = await ctx.auth.getUserIdentity();
if (!identity) {
throw new Error("Nicht autorisiert.");
}
};
function assertFiniteNonNegativeNumber(value: number, fieldName: string) {
if (!Number.isFinite(value) || value < 0) {
throw new Error(`${fieldName} must be a finite non-negative number.`);
}
}
function assertFiniteNonNegativeInteger(
value: number | undefined,
fieldName: string,
) {
if (value === undefined) {
return;
}
if (!Number.isFinite(value) || value < 0 || !Number.isInteger(value)) {
throw new Error(`${fieldName} must be a finite non-negative integer.`);
}
}
function assertValidUsageEventNumbers(args: UsageEventNumberArgs) {
assertFiniteNonNegativeNumber(args.estimatedCostUsd, "estimatedCostUsd");
assertFiniteNonNegativeInteger(args.tokens?.inputTokens, "tokens.inputTokens");
assertFiniteNonNegativeInteger(args.tokens?.outputTokens, "tokens.outputTokens");
assertFiniteNonNegativeInteger(args.tokens?.promptTokens, "tokens.promptTokens");
assertFiniteNonNegativeInteger(args.tokens?.completionTokens, "tokens.completionTokens");
assertFiniteNonNegativeInteger(args.tokens?.totalTokens, "tokens.totalTokens");
assertFiniteNonNegativeInteger(args.tokens?.cacheReadTokens, "tokens.cacheReadTokens");
assertFiniteNonNegativeInteger(args.callCounts?.requests, "callCounts.requests");
assertFiniteNonNegativeInteger(args.callCounts?.pages, "callCounts.pages");
assertFiniteNonNegativeInteger(args.callCounts?.screenshots, "callCounts.screenshots");
assertFiniteNonNegativeInteger(args.callCounts?.lookups, "callCounts.lookups");
}
export const recordUsageEvent = internalMutation({
args: {
provider: usageEventProvider,
operation: usageEventOperation,
runId: v.optional(v.id("agentRuns")),
leadId: v.optional(v.id("leads")),
auditId: v.optional(v.id("audits")),
estimatedCostUsd: v.number(),
tokens: v.optional(usageEventTokens),
callCounts: v.optional(usageEventCallCounts),
createdAt: v.optional(v.number()),
},
returns: v.id("usageEvents"),
handler: async (ctx, args): Promise<Id<"usageEvents">> => {
assertValidUsageEventNumbers(args);
const now = args.createdAt ?? Date.now();
return await ctx.db.insert("usageEvents", {
provider: args.provider,
operation: args.operation,
...(args.runId ? { runId: args.runId } : {}),
...(args.leadId ? { leadId: args.leadId } : {}),
...(args.auditId ? { auditId: args.auditId } : {}),
estimatedCostUsd: args.estimatedCostUsd,
...(args.tokens ? { tokens: args.tokens } : {}),
...(args.callCounts ? { callCounts: args.callCounts } : {}),
createdAt: now,
});
},
});
export const listLatestUsageEvents = query({
args: {
limit: v.optional(v.number()),
},
returns: v.array(usageEventDoc),
handler: async (ctx, args): Promise<Doc<"usageEvents">[]> => {
await requireOperator(ctx);
return await ctx.db
.query("usageEvents")
.withIndex("by_createdAt")
.order("desc")
.take(normalizeListLimit(args.limit));
},
});
export const listUsageEventsByRun = query({
args: {
runId: v.id("agentRuns"),
limit: v.optional(v.number()),
},
returns: v.array(usageEventDoc),
handler: async (ctx, args): Promise<Doc<"usageEvents">[]> => {
await requireOperator(ctx);
return await ctx.db
.query("usageEvents")
.withIndex("by_runId_and_createdAt", (q) => q.eq("runId", args.runId))
.order("desc")
.take(normalizeListLimit(args.limit));
},
});
export const listUsageEventsByLead = query({
args: {
leadId: v.id("leads"),
limit: v.optional(v.number()),
},
returns: v.array(usageEventDoc),
handler: async (ctx, args): Promise<Doc<"usageEvents">[]> => {
await requireOperator(ctx);
return await ctx.db
.query("usageEvents")
.withIndex("by_leadId_and_createdAt", (q) => q.eq("leadId", args.leadId))
.order("desc")
.take(normalizeListLimit(args.limit));
},
});
export const listUsageEventsByAudit = query({
args: {
auditId: v.id("audits"),
limit: v.optional(v.number()),
},
returns: v.array(usageEventDoc),
handler: async (ctx, args): Promise<Doc<"usageEvents">[]> => {
await requireOperator(ctx);
return await ctx.db
.query("usageEvents")
.withIndex("by_auditId_and_createdAt", (q) => q.eq("auditId", args.auditId))
.order("desc")
.take(normalizeListLimit(args.limit));
},
});
export const listUsageEventsByProvider = query({
args: {
provider: usageEventProvider,
limit: v.optional(v.number()),
},
returns: v.array(usageEventDoc),
handler: async (ctx, args): Promise<Doc<"usageEvents">[]> => {
await requireOperator(ctx);
return await ctx.db
.query("usageEvents")
.withIndex("by_provider_and_createdAt", (q) =>
q.eq("provider", args.provider),
)
.order("desc")
.take(normalizeListLimit(args.limit));
},
});

View File

@@ -17,7 +17,7 @@ import {
getUsableContactEmailFromEntries,
normalizeEmailAddress,
} from "../lib/lead-discovery-google";
import { api, internal } from "./_generated/api";
import { internal } from "./_generated/api";
import type { Doc, Id } from "./_generated/dataModel";
import { internalAction, type ActionCtx } from "./_generated/server";
@@ -30,6 +30,17 @@ const ACTION_TIMEOUT_BUFFER_MS = 5_000;
const MAX_PERSISTED_LINKS = 120;
const MAX_PERSISTED_EMAIL_CANDIDATES = 40;
const SCREENSHOT_MIME_TYPE = "image/png";
const MAX_BROWSERLESS_PAGE_BYTES = 750_000;
const MAX_BROWSERLESS_LINK_TEXT_CHARS = 180;
const BROWSERLESS_CRAWL_PATHS = [
"/",
"/kontakt",
"/impressum",
"/leistungen",
"/ueber-uns",
];
const BROWSERLESS_USER_AGENT =
"Mozilla/5.0 (compatible; WebDevPipelineBot/1.0; +https://webdev-pipeline.local)";
const CHROMIUM_SOURCE_MARKER_FILE = path.join(tmpdir(), "chromium-source.sha256");
const CHROMIUM_EXECUTABLE_PATH = path.join(tmpdir(), "chromium");
const CHROMIUM_PACK_PATH = path.join(tmpdir(), "chromium-pack");
@@ -116,11 +127,41 @@ type ServerlessChromiumModule = {
inflate: (filePath: string) => Promise<string>;
setupLambdaEnvironment: (baseLibPath: string) => void;
};
type PlaywrightClosableResource = {
close: () => Promise<unknown>;
};
function messageFromError(error: unknown) {
return error instanceof Error ? error.message : String(error);
}
function isPlaywrightTargetClosedError(error: unknown) {
const message = messageFromError(error);
return /Target page, context or browser has been closed|Target closed|Browser has been closed|Context has been closed|Page has been closed/i.test(
message,
);
}
async function closePlaywrightResourceSafely(
resource: PlaywrightClosableResource | null,
label: string,
) {
if (!resource) {
return;
}
try {
await resource.close();
} catch (error) {
if (isPlaywrightTargetClosedError(error)) {
return;
}
console.warn(`Playwright cleanup ignored failed close for ${label}.`, {
error: messageFromError(error),
});
}
}
function readPositiveIntEnv(key: string, fallback: number) {
const raw = process.env[key]?.trim();
if (!raw) {
@@ -230,6 +271,280 @@ function isGenericBusinessEmail(email: string) {
return GENERIC_EMAIL_LOCALS.has(base);
}
function decodeHtmlCodePoint(rawCode: string, radix: number) {
const codePoint = Number.parseInt(rawCode, radix);
if (!Number.isFinite(codePoint) || codePoint < 0 || codePoint > 0x10ffff) {
return "";
}
try {
return String.fromCodePoint(codePoint);
} catch {
return "";
}
}
function decodeHtmlText(input: string) {
return input
.replace(/&#(\d+);/g, (_, code: string) =>
decodeHtmlCodePoint(code, 10),
)
.replace(/&#x([0-9a-f]+);/gi, (_, code: string) =>
decodeHtmlCodePoint(code, 16),
)
.replace(/&nbsp;|&#xa0;|&#160;/gi, " ")
.replace(/&amp;/gi, "&")
.replace(/&lt;/gi, "<")
.replace(/&gt;/gi, ">")
.replace(/&quot;/gi, '"')
.replace(/&#39;|&apos;/gi, "'")
.replace(/\s+/g, " ")
.trim();
}
function stripHtmlForLabel(input: string) {
return decodeHtmlText(
input
.replace(/<script[\s\S]*?<\/script>/gi, " ")
.replace(/<style[\s\S]*?<\/style>/gi, " ")
.replace(/<[^>]*>/g, " "),
);
}
function getHtmlAttribute(tag: string, attribute: string) {
const match = new RegExp(
`\\b${attribute}\\s*=\\s*(?:"([^"]*)"|'([^']*)'|([^\\s>]+))`,
"i",
).exec(tag);
const value = match?.[1] ?? match?.[2] ?? match?.[3];
return value ? decodeHtmlText(value) : "";
}
function extractFirstTagText(html: string, tagName: string) {
const match = new RegExp(`<${tagName}\\b[^>]*>([\\s\\S]*?)<\\/${tagName}>`, "i").exec(
html,
);
return match?.[1] ? stripHtmlForLabel(match[1]) : "";
}
function extractMetaDescriptionFromHtml(html: string) {
const metaTags = html.matchAll(/<meta\b[^>]*>/gi);
for (const match of metaTags) {
const tag = match[0] ?? "";
const name = getHtmlAttribute(tag, "name") || getHtmlAttribute(tag, "property");
if (!/^(description|og:description|twitter:description)$/i.test(name)) {
continue;
}
const content = getHtmlAttribute(tag, "content");
if (content) {
return content;
}
}
return "";
}
function extractHeadingsFromHtml(html: string) {
return Array.from(html.matchAll(/<h[1-3]\b[^>]*>([\s\S]*?)<\/h[1-3]>/gi))
.map((match) => stripHtmlForLabel(match[1] ?? ""))
.filter((heading) => heading.length > 0)
.slice(0, 12);
}
function extractAnchorLinksFromHtml(
html: string,
finalUrl: string,
rootUrl: string,
) {
return Array.from(html.matchAll(/<a\b([^>]*)>([\s\S]*?)<\/a>/gi))
.map((match) => {
const href = getHtmlAttribute(match[1] ?? "", "href");
const normalizedHref = normalizeCrawlUrl(href, finalUrl);
if (!normalizedHref) {
return null;
}
return {
href: normalizedHref,
text: stripHtmlForLabel(match[2] ?? "").slice(
0,
MAX_BROWSERLESS_LINK_TEXT_CHARS,
),
isInternal: isSameRegistrableHostishDomain(normalizedHref, rootUrl),
};
})
.filter(
(entry): entry is { href: string; text: string; isInternal: boolean } =>
entry !== null,
);
}
function makeBrowserlessCrawlTargets(
rootUrl: string,
homepageLinks: string[],
maxPages: number,
) {
const normalizedRoot = normalizeCrawlUrl(rootUrl);
if (!normalizedRoot) {
return [];
}
const discoveredUrls = discoverRelevantSubpageUrls(homepageLinks, normalizedRoot);
const fallbackUrls = BROWSERLESS_CRAWL_PATHS.map((pathname) =>
normalizeCrawlUrl(pathname, normalizedRoot),
).filter((url): url is string => url !== null);
const seen = new Set<string>();
const targets: string[] = [];
for (const candidate of [normalizedRoot, ...discoveredUrls, ...fallbackUrls]) {
const normalized = normalizeCrawlUrl(candidate, normalizedRoot);
if (!normalized || seen.has(normalized)) {
continue;
}
seen.add(normalized);
targets.push(normalized);
if (targets.length >= maxPages) {
break;
}
}
return targets;
}
async function readLimitedBrowserlessResponseText(
response: Response,
signal?: AbortSignal,
) {
if (!response.body) {
return "";
}
const reader = response.body.getReader();
const chunks: Uint8Array[] = [];
let totalBytes = 0;
try {
while (true) {
if (signal?.aborted) {
throw new Error("Website-Enrichment Fetch wurde abgebrochen.");
}
const { done, value } = await reader.read();
if (done) {
break;
}
if (!value) {
continue;
}
const nextChunk = value.slice(
0,
Math.max(0, MAX_BROWSERLESS_PAGE_BYTES - totalBytes),
);
if (nextChunk.length > 0) {
chunks.push(nextChunk);
totalBytes += nextChunk.length;
}
if (totalBytes >= MAX_BROWSERLESS_PAGE_BYTES) {
await reader.cancel().catch(() => undefined);
break;
}
}
} finally {
reader.releaseLock();
}
const output = new Uint8Array(totalBytes);
let offset = 0;
for (const chunk of chunks) {
output.set(chunk, offset);
offset += chunk.length;
}
return new TextDecoder().decode(output);
}
async function fetchBrowserlessPage(targetUrl: string, timeoutMs: number) {
const controller = new AbortController();
const timeout = setTimeout(() => controller.abort(), Math.max(1, timeoutMs));
try {
const response = await fetch(targetUrl, {
headers: { "User-Agent": BROWSERLESS_USER_AGENT },
redirect: "follow",
signal: controller.signal,
});
const contentType = response.headers.get("content-type") ?? "";
if (
response.status >= 400 ||
(contentType && !/text|html|xml|xhtml/i.test(contentType))
) {
await response.body?.cancel().catch(() => undefined);
return null;
}
return {
finalUrl: normalizeCrawlUrl(response.url || targetUrl, targetUrl) ?? targetUrl,
html: await readLimitedBrowserlessResponseText(
response,
controller.signal,
),
status: response.status,
};
} finally {
clearTimeout(timeout);
}
}
async function crawlPageWithoutBrowser(
targetUrl: string,
rootUrl: string,
timeoutMs: number,
) {
const fetched = await fetchBrowserlessPage(targetUrl, timeoutMs);
if (!fetched || !fetched.html.trim()) {
return null;
}
const finalUrl = fetched.finalUrl;
const signals = extractContactSignalsFromHtmlLikeText(fetched.html);
const links = extractAnchorLinksFromHtml(fetched.html, finalUrl, rootUrl);
const emailCandidates = signals.emailCandidates
.map((entry) => {
const normalizedEmail = normalizeEmailAddress(entry.email);
if (!normalizedEmail) {
return null;
}
return {
email: normalizedEmail,
emailSource: finalUrl,
contactPerson: entry.contactPerson ?? null,
isBusinessContactAddress: entry.isBusinessContactAddress,
isGeneric: isGenericBusinessEmail(normalizedEmail),
sourceUrl: finalUrl,
accepted: false,
normalizedEmail,
};
})
.filter((entry): entry is NonNullable<typeof entry> => entry !== null);
return {
sourceUrl: targetUrl,
finalUrl,
pageKind: makePageKind(finalUrl, rootUrl),
title: extractFirstTagText(fetched.html, "title"),
metaDescription: extractMetaDescriptionFromHtml(fetched.html),
headings: extractHeadingsFromHtml(fetched.html),
visibleText: signals.visibleText,
links,
emailCandidates,
hasContactFormSignal: signals.hasContactFormSignal,
hasContactCtaSignal: signals.hasContactCtaSignal,
} satisfies PageResult;
}
async function loadPlaywrightModules() {
const [playwrightCore, chromiumPackage] = await Promise.all([
import("playwright-core"),
@@ -327,7 +642,7 @@ async function captureHomepageScreenshot(
mimeType: SCREENSHOT_MIME_TYPE,
} satisfies StoredScreenshot;
} finally {
await page.close();
await closePlaywrightResourceSafely(page, "homepage screenshot page");
}
}
@@ -428,7 +743,7 @@ async function crawlPage(
hasContactCtaSignal: signals.hasContactCtaSignal,
} satisfies PageResult;
} finally {
await page.close();
await closePlaywrightResourceSafely(page, "crawl page");
}
}
@@ -458,9 +773,226 @@ function deduplicateCrawlLinks(links: PersistedCrawlLink[]) {
return [...unique.values()];
}
async function processLeadEnrichmentWithoutBrowser(
ctx: ActionCtx,
args: {
runId: Id<"agentRuns">;
lead: WebsiteLead;
rootUrl: string;
timeoutMs: number;
maxPages: number;
actionStartedAt: number;
actionBudget: number;
},
): Promise<Id<"agentRuns">> {
const {
runId,
lead,
rootUrl,
timeoutMs,
maxPages,
actionStartedAt,
actionBudget,
} = args;
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "warning",
message:
"Chromium ist nicht konfiguriert; Website-Enrichment nutzt browserlosen Fetch-Fallback.",
details: [{ label: "Lead", value: lead._id }],
});
const homepage = await withActionTimeout(
crawlPageWithoutBrowser(
rootUrl,
rootUrl,
Math.min(timeoutMs, remainingActionBudgetMs(actionStartedAt, actionBudget)),
),
remainingActionBudgetMs(actionStartedAt, actionBudget),
"Homepage browserlos crawlen",
);
if (!homepage) {
throw new Error("Homepage konnte im browserlosen Fallback nicht geladen werden.");
}
const crawlTargets = makeBrowserlessCrawlTargets(
rootUrl,
homepage.links.map((link) => link.href),
maxPages,
);
const crawledPages: PageResult[] = [homepage];
const crawledUrls = new Set<string>();
const normalizedHomepageUrl = normalizeCrawlUrl(homepage.finalUrl, rootUrl);
if (normalizedHomepageUrl) {
crawledUrls.add(normalizedHomepageUrl);
}
for (const pageUrl of crawlTargets.slice(1)) {
const normalizedTarget = normalizeCrawlUrl(pageUrl, rootUrl);
if (!normalizedTarget || crawledUrls.has(normalizedTarget)) {
continue;
}
const crawled = await withActionTimeout(
crawlPageWithoutBrowser(
normalizedTarget,
rootUrl,
Math.min(
timeoutMs,
remainingActionBudgetMs(actionStartedAt, actionBudget),
),
),
remainingActionBudgetMs(actionStartedAt, actionBudget),
`Unterseite browserlos crawlen: ${normalizedTarget}`,
);
if (crawled) {
crawledPages.push(crawled);
const normalizedCrawledUrl = normalizeCrawlUrl(crawled.finalUrl, rootUrl);
if (normalizedCrawledUrl) {
crawledUrls.add(normalizedCrawledUrl);
}
}
}
const allLinks: PersistedCrawlLink[] = crawledPages.flatMap((page) =>
page.links.map((link) => ({
...link,
pageUrl: page.finalUrl,
})),
);
const technicalInput = buildTechnicalChecks({
rootUrl,
finalUrl: homepage.finalUrl,
title: homepage.title,
metaDescription: homepage.metaDescription,
visibleText: homepage.visibleText,
checkedUrls: crawledPages.map((page) => page.finalUrl),
links: allLinks.map((link) => link.href),
});
const validCandidates = deduplicateLeadEmailCandidates(
crawledPages.flatMap((page) => page.emailCandidates),
);
const persistedLinks = deduplicateCrawlLinks(allLinks).slice(
0,
MAX_PERSISTED_LINKS,
);
const persistedCandidates = validCandidates.slice(
0,
MAX_PERSISTED_EMAIL_CANDIDATES,
);
const usable = getUsableContactEmailFromEntries(
validCandidates.map((candidate) => ({
email: candidate.email,
emailSource: candidate.emailSource,
contactPerson: candidate.contactPerson,
isBusinessContactAddress: candidate.isBusinessContactAddress,
})),
);
await ctx.runMutation(internal.websiteEnrichment.persistLeadEnrichmentResult, {
runId,
leadId: lead._id,
pages: crawledPages.map((page) => ({
sourceUrl: page.sourceUrl,
finalUrl: page.finalUrl,
pageKind: page.pageKind,
title: page.title,
metaDescription: page.metaDescription,
headings: page.headings,
visibleTextExcerpt: trimExcerpt(page.visibleText),
hasContactFormSignal: page.hasContactFormSignal,
hasContactCtaSignal: page.hasContactCtaSignal,
})),
links: persistedLinks.map((link) => ({
pageUrl: link.pageUrl,
href: link.href,
text: link.text,
isInternal: link.isInternal,
})),
emailCandidates: persistedCandidates.map((candidate) => ({
email: candidate.email,
normalizedEmail: candidate.normalizedEmail,
emailSource: candidate.emailSource,
sourceUrl: candidate.sourceUrl,
contactPerson: candidate.contactPerson ?? undefined,
isBusinessContactAddress: candidate.isBusinessContactAddress,
isGeneric: candidate.isGeneric,
accepted: usable !== null && candidate.normalizedEmail === usable.email,
})),
screenshots: [],
technicalChecks: [
{
sourceUrl: homepage.sourceUrl,
finalUrl: homepage.finalUrl,
usesHttps: technicalInput.https,
missingTitle: technicalInput.missingTitle,
missingMetaDescription: technicalInput.missingMetaDescription,
hasVisibleContactPath: technicalInput.hasVisibleContactPath,
brokenInternalLinkCount: technicalInput.brokenInternalLinks.length,
},
],
});
if (usable) {
await ctx.runMutation(internal.websiteEnrichment.patchLeadFromWebsiteEnrichment, {
leadId: lead._id,
email: usable.email,
emailSource: usable.emailSource ?? undefined,
contactPerson: usable.contactPerson ?? undefined,
currentContactStatus: lead.contactStatus,
});
} else {
await ctx.runMutation(internal.websiteEnrichment.patchLeadFromWebsiteEnrichment, {
leadId: lead._id,
currentContactStatus: lead.contactStatus,
contactStatusReason:
"Browserloses Website-Enrichment abgeschlossen, aber kein verwertbarer Kontakt gefunden.",
});
}
try {
await ctx.runMutation(internal.pageSpeed.queueLeadPageSpeedAudit, {
leadId: lead._id,
parentRunId: runId,
});
} catch (pageSpeedQueueError) {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "warning",
message: "PageSpeed-Analyse konnte nicht in die Warteschlange gesetzt werden.",
details: [
{ label: "Lead", value: lead._id },
{
label: "Fehler",
value: messageFromError(pageSpeedQueueError),
source: "pagespeed_queue",
},
],
});
}
await ctx.runMutation(internal.websiteEnrichment.finishLeadEnrichmentRun, {
runId,
status: "succeeded",
currentStep: "website_enrichment",
errors: 0,
});
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "info",
message: usable
? "Website-Enrichment browserlos mit nutzbarer E-Mail abgeschlossen."
: "Website-Enrichment browserlos abgeschlossen, aber ohne nutzbare E-Mail.",
});
return runId;
}
export const processLeadEnrichment = internalAction({
args: { runId: v.id("agentRuns") },
handler: async (ctx, args) => {
handler: async (ctx, args): Promise<Id<"agentRuns"> | null> => {
let started: StartedLead | null = null;
const runId = args.runId;
const actionStartedAt = Date.now();
@@ -486,7 +1018,7 @@ export const processLeadEnrichment = internalAction({
parentRunId: runId,
});
} catch (pageSpeedQueueError) {
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "warning",
message: "PageSpeed-Analyse konnte nicht in die Warteschlange gesetzt werden.",
@@ -508,7 +1040,7 @@ export const processLeadEnrichment = internalAction({
errorSummary: "Ungültige Website-URL.",
errors: 1,
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "error",
message: "Website-Enrichment fehlgeschlagen: Ungültige Website-URL.",
@@ -526,6 +1058,18 @@ export const processLeadEnrichment = internalAction({
const timeoutMs = crawlTimeoutMs();
const maxPages = crawlMaxPages();
if (!getChromiumExecutableSource()) {
return await processLeadEnrichmentWithoutBrowser(ctx, {
runId,
lead: started.lead,
rootUrl,
timeoutMs,
maxPages,
actionStartedAt,
actionBudget,
});
}
const { playwrightCore, serverlessChromium } =
await withActionTimeout(
loadPlaywrightModules(),
@@ -803,7 +1347,7 @@ export const processLeadEnrichment = internalAction({
parentRunId: runId,
});
} catch (pageSpeedQueueError) {
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "warning",
message: "PageSpeed-Analyse konnte nicht in die Warteschlange gesetzt werden.",
@@ -825,7 +1369,7 @@ export const processLeadEnrichment = internalAction({
errors: 0,
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "info",
message: usable
@@ -846,7 +1390,7 @@ export const processLeadEnrichment = internalAction({
errors: 1,
});
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "error",
message: "Website-Enrichment fehlgeschlagen.",
@@ -862,7 +1406,7 @@ export const processLeadEnrichment = internalAction({
parentRunId: runId,
});
} catch (pageSpeedQueueError) {
await ctx.runMutation(api.runs.appendEvent, {
await ctx.runMutation(internal.runs.appendEventInternal, {
runId,
level: "warning",
message: "PageSpeed-Analyse konnte nicht in die Warteschlange gesetzt werden.",
@@ -886,13 +1430,19 @@ export const processLeadEnrichment = internalAction({
return null;
} finally {
if (desktopContext) {
await desktopContext.close();
await closePlaywrightResourceSafely(
desktopContext,
"desktop browser context",
);
}
if (mobileContext) {
await mobileContext.close();
await closePlaywrightResourceSafely(
mobileContext,
"mobile browser context",
);
}
if (browser) {
await browser.close();
await closePlaywrightResourceSafely(browser, "browser");
}
}
},

View File

@@ -0,0 +1,50 @@
# Coolify Deployment
## Environment Variables
Set production values in Coolify and Convex secrets, not in source code.
- `APP_ENV`
- `NEXT_PUBLIC_APP_URL`
- `NEXT_PUBLIC_CONVEX_URL`
- `NEXT_PUBLIC_CONVEX_SITE_URL`
- `CONVEX_DEPLOYMENT`
- `BETTER_AUTH_SECRET`
- `GOOGLE_GEOCODING_API_KEY`
- `GOOGLE_PLACES_API_KEY`
- `PAGESPEED_API_KEY`
- `PAGESPEED_TIMEOUT_MS`
- `OPENROUTER_API_KEY`
- `OPENROUTER_MODEL_CLASSIFICATION`
- `OPENROUTER_MODEL_MULTIMODAL_AUDIT`
- `OPENROUTER_MODEL_GERMAN_COPY`
- `OPENROUTER_MODEL_QUALITY_REVIEW`
- `OPENROUTER_APP_NAME`
- `OPENROUTER_APP_URL`
- `SMTP_HOST`
- `SMTP_PORT`
- `SMTP_USER`
- `SMTP_PASSWORD`
- `SMTP_FROM`
- `RYBBIT_API_URL`
- `RYBBIT_API_KEY`
- `NEXT_PUBLIC_RYBBIT_SITE_ID`
- `TASK8_BROWSER_ASSET_URL`
## Build And Runtime
Coolify commands:
- Install: `pnpm install --frozen-lockfile`
- Build: `pnpm build`
- Start: `pnpm start`
Expose Port 3000 from the Next.js container.
## Playwright
Website enrichment uses `playwright-core` with a hosted Chromium bundle. Configure `TASK8_BROWSER_ASSET_URL` to a reachable browser asset. If the platform image also installs system browser dependencies, keep them aligned with the Chromium bundle used by `@sparticuz/chromium-min`.
## Domains
Set `NEXT_PUBLIC_APP_URL` to the public dashboard Domain. Configure Convex deployment URLs in `NEXT_PUBLIC_CONVEX_URL` and `NEXT_PUBLIC_CONVEX_SITE_URL`. Public audit links assume the same app domain unless a reverse proxy maps `/audit/*` separately.

53
docs/verification.md Normal file
View File

@@ -0,0 +1,53 @@
# MVP Verification Notes
Diese Checkliste ist die wiederholbare manuelle Prüfung für die kritischen MVP-Flows.
## Login
1. `/login` öffnen.
2. Mit Admin-Zugang anmelden.
3. Prüfen, dass `/dashboard` erreichbar ist und geschützte Routen ohne Session zurück zu `/login` gehen.
## Kampagnenlauf
1. Kampagne mit deutscher PLZ und aktivem Status anlegen.
2. `Jetzt ausführen` starten.
3. In Kampagnen-Run-Logs prüfen, dass der Lauf `pending/running/succeeded` oder ein sichtbarer Fehlerstatus wird.
## Audit-Generierung
1. Lead mit Website durch externe Audit-Services laufen lassen.
2. Prüfen, dass Google, PageSpeed, OpenRouter und ScreenshotOne als serverseitig verwaltete Provider konfiguriert sind.
3. Prüfen, dass fehlendes Jina keine Blockade auslöst.
4. Im Outreach Review Workspace prüfen, dass Audit-Text, Quellen und Skills sichtbar sind.
## Operations Readiness
1. `audit.matthias-meister-webdesign.de` als persönlichen Deployment-Scope prüfen.
2. Sicherstellen, dass BYO-Keys, Billing und Teamrollen nicht als aktuelle Voraussetzungen angezeigt werden.
3. Sicherstellen, dass Playwright/TASK-8 nicht als Pflichtintegration für die neue externe Pipeline angezeigt wird.
## Freigabe
1. Public-Audit-Text editieren.
2. Änderungen speichern.
3. Audit veröffentlichen und öffentliche Audit-URL öffnen.
## Versand
1. E-Mail-Betreff und Text prüfen.
2. E-Mail freigeben.
3. Finale SMTP-Bestätigung kontrollieren und senden.
4. Bei SMTP-Fehler prüfen, dass der Datensatz retrybar bleibt und keine Credentials angezeigt werden.
## Follow-up
1. Nach Erstversand prüfen, dass ein Follow-up-Draft mit Due-Date entsteht.
2. Follow-up erst nach manueller Review/Freigabe senden.
3. `Antwort erhalten` oder `Kein Interesse` setzen und prüfen, dass Follow-up-Prompts verschwinden.
## Analytics
1. Öffentliche Audit-Seite öffnen und CTA klicken.
2. `/dashboard/analytics` prüfen.
3. Convex-Metriken und Rybbit-Fehlerzustand bzw. Rybbit-Signale kontrollieren.

View File

@@ -13,6 +13,8 @@ const eslintConfig = defineConfig([
"build/**",
".test-output/**",
"convex/_generated/**",
// v2_elemente contains PRD/reference snippets, not runtime source.
"v2_elemente/**",
"next-env.d.ts",
]),
]);

View File

@@ -60,6 +60,7 @@ export type AuditEvidenceInput = {
observedUxSignals: string[];
observedContentSignals: string[];
observedTechnicalSignals: string[];
externalMarkdown?: string;
screenshotReferences: Array<{
storageId: string;
sourceUrl: string;
@@ -71,6 +72,20 @@ export type AuditEvidenceInput = {
}>;
pageSpeedCustomerImplications: string[];
selectedSkills: AuditUsedSkill[];
evidenceLedger: AuditEvidenceLedgerEntry[];
};
export type AuditEvidenceLedgerEntry = {
id: string;
type:
| "crawl_page"
| "technical_check"
| "screenshot"
| "pagespeed"
| "jina_excerpt";
label: string;
sourceUrl?: string;
summary: string;
};
export type AuditEvidenceInputArgs = {
@@ -80,6 +95,7 @@ export type AuditEvidenceInputArgs = {
screenshots?: readonly AuditScreenshotEvidence[];
pageSpeedInputs?: readonly PageSpeedMinimalAuditResult[];
skillRegistry?: readonly SkillRegistryEntryEvidence[];
externalMarkdown?: string;
};
const COMPANY_CONTEXT_LIMIT = 8;
@@ -90,6 +106,21 @@ const TECHNICAL_SIGNAL_LIMIT = 6;
const PAGESPEED_SIGNAL_LIMIT = 8;
const SCREENSHOT_REFERENCE_LIMIT = 8;
const SELECTED_SKILLS_LIMIT = 6;
const EXTERNAL_MARKDOWN_LIMIT = 4_000;
const V3_LOCAL_AUDIT_PRIORITY = new Map(
[
"visual-design",
"impeccable-critique",
"contact-conversion",
"local-seo-basics",
"performance-experience",
"mobile-usability",
"conversion-copy",
"first-impression-clarity",
"trust-signals",
"accessibility-basics",
].map((id, index) => [id, index] as const),
);
const URL_PATTERN = /\bhttps?:\/\/[^\s<>"']+/i;
const JSON_BRACKET_PATTERN = /\{[^}]*\}|\[[^\]]*\]/;
@@ -97,6 +128,32 @@ const PAGESPEED_NOISE_PATTERN =
/\b(?:raw\s*storage\s*id|rawstorageid|lighthouse|pagespeed|score)\b/i;
const MACHINE_TOKEN_PATTERN = /\b[a-z\d_-]{24,}\b/i;
function stableEvidencePart(value: unknown) {
const normalized = trimAndNormalize(String(value ?? "").toLowerCase())
.replace(/^https?:\/\//, "")
.replace(/^www\./, "")
.replace(/[^a-z0-9]+/g, "-")
.replace(/^-+|-+$/g, "")
.slice(0, 80);
return normalized || "source";
}
function evidenceId(type: AuditEvidenceLedgerEntry["type"], ...parts: unknown[]) {
return [type, ...parts.map(stableEvidencePart)].join(":");
}
function addEvidenceLedgerEntry(
ledger: AuditEvidenceLedgerEntry[],
entry: AuditEvidenceLedgerEntry,
) {
if (!entry.summary || ledger.some((current) => current.id === entry.id)) {
return;
}
ledger.push(entry);
}
function trimAndNormalize(input: unknown): string {
if (typeof input !== "string") {
return "";
@@ -140,6 +197,19 @@ function sanitizeCustomerText(value: unknown, maxLength = 180): string {
return text;
}
function sanitizeExternalMarkdown(value: unknown): string | undefined {
if (typeof value !== "string") {
return undefined;
}
const markdown = value.replace(/\s+/g, " ").trim();
if (!markdown) {
return undefined;
}
return markdown.slice(0, EXTERNAL_MARKDOWN_LIMIT);
}
function addUniqueCapped(
bucket: string[],
input: string,
@@ -233,6 +303,77 @@ function selectTopSkill(
return toAuditUsedSkill(scored[0]!.candidate);
}
type SkillInputAvailability = {
websiteExists: boolean;
hasDesktopScreenshot: boolean;
hasMobileScreenshot: boolean;
hasMarkdown: boolean;
hasPageSpeed: boolean;
hasDom: boolean;
};
function hasRequiredV3Input(input: string, availability: SkillInputAvailability) {
switch (input) {
case "desktop_screenshot":
return availability.hasDesktopScreenshot;
case "mobile_screenshot":
return availability.hasMobileScreenshot;
case "markdown":
return availability.hasMarkdown;
case "pagespeed":
return availability.hasPageSpeed;
case "dom":
return availability.hasDom;
default:
return false;
}
}
function v3SkillApplies(
skill: SkillRegistryEntryEvidence,
availability: SkillInputAvailability,
) {
const appliesWhen = skill.appliesWhen ?? "website_exists";
const applies =
appliesWhen === "always" ||
(appliesWhen === "website_exists" && availability.websiteExists) ||
(appliesWhen === "has_mobile_screenshot" &&
availability.hasMobileScreenshot) ||
(appliesWhen === "has_pagespeed" && availability.hasPageSpeed);
if (!applies) {
return false;
}
return (skill.inputs ?? []).every((input) =>
hasRequiredV3Input(input, availability),
);
}
function selectV3Skills(
skillRegistry: readonly SkillRegistryEntryEvidence[],
availability: SkillInputAvailability,
) {
return skillRegistry
.map((skill, registryIndex) => ({ skill, registryIndex }))
.filter(({ skill }) => skill.id && !skill.category)
.filter(({ skill }) => v3SkillApplies(skill, availability))
.sort((a, b) => {
// Keep core local-audit coverage inside the cap; otherwise preserve registry order.
const aPriority = V3_LOCAL_AUDIT_PRIORITY.get(a.skill.id ?? "");
const bPriority = V3_LOCAL_AUDIT_PRIORITY.get(b.skill.id ?? "");
if (aPriority !== undefined || bPriority !== undefined) {
return (
(aPriority ?? Number.POSITIVE_INFINITY) -
(bPriority ?? Number.POSITIVE_INFINITY)
);
}
return a.registryIndex - b.registryIndex;
})
.slice(0, SELECTED_SKILLS_LIMIT)
.map(({ skill }) => toAuditUsedSkill(skill));
}
function buildObservedSignals(
crawlPages: readonly AuditCrawlPageEvidence[],
technicalChecks: readonly AuditTechnicalCheckEvidence[],
@@ -403,8 +544,12 @@ function extractSkills(
marketing: boolean;
offer: boolean;
},
availability: SkillInputAvailability,
): AuditUsedSkill[] {
const selected: AuditUsedSkill[] = [];
const selected: AuditUsedSkill[] = selectV3Skills(
skillRegistry,
availability,
);
const categoryOrder = ["design", "ux", "copy", "seo", "marketing", "offer"] as const;
const evidenceText = {
design:
@@ -450,6 +595,8 @@ export function buildAuditEvidenceInput(
const screenshots = args.screenshots ?? [];
const pageSpeedInputs = args.pageSpeedInputs ?? [];
const skillRegistry = args.skillRegistry ?? [];
const externalMarkdown = sanitizeExternalMarkdown(args.externalMarkdown);
const evidenceLedger: AuditEvidenceLedgerEntry[] = [];
const companyContext: string[] = [];
const checkedPages: string[] = [];
@@ -515,6 +662,22 @@ export function buildAuditEvidenceInput(
}
addUniqueCapped(checkedPages, label, CHECKED_PAGES_LIMIT);
addEvidenceLedgerEntry(evidenceLedger, {
id: evidenceId("crawl_page", page.finalUrl ?? page.sourceUrl, page.pageKind),
type: "crawl_page",
label,
...(page.finalUrl ?? page.sourceUrl ? { sourceUrl: page.finalUrl ?? page.sourceUrl ?? undefined } : {}),
summary: sanitizeCustomerText(
[
title ? `Titel: ${title}` : "",
page.metaDescription ? `Meta: ${page.metaDescription}` : "",
page.visibleTextExcerpt ?? page.visibleText ?? "",
]
.filter(Boolean)
.join(" | "),
260,
),
});
}
if (checkedPages.length === 0 && lead.companyName) {
@@ -529,6 +692,44 @@ export function buildAuditEvidenceInput(
const pageSpeedInputsOutput = buildPageSpeedAuditInputs(pageSpeedInputs);
const pageSpeedCustomerImplications: string[] = [];
for (const check of technicalChecks) {
const summary = [
check.usesHttps === true ? "HTTPS vorhanden" : "",
check.usesHttps === false ? "HTTPS fehlt" : "",
check.missingTitle === true ? "Title fehlt" : "",
check.missingMetaDescription === true ? "Meta-Description fehlt" : "",
check.hasVisibleContactPath === true ? "Kontaktpfad sichtbar" : "",
check.brokenInternalLinkCount !== undefined
? `Interne Linkfehler: ${check.brokenInternalLinkCount}`
: "",
]
.filter(Boolean)
.join(" | ");
addEvidenceLedgerEntry(evidenceLedger, {
id: evidenceId("technical_check", check.finalUrl ?? check.sourceUrl),
type: "technical_check",
label: `Technik: ${toSafePath(check.finalUrl ?? check.sourceUrl ?? "") || "Seite"}`,
...(check.finalUrl ?? check.sourceUrl ? { sourceUrl: check.finalUrl ?? check.sourceUrl ?? undefined } : {}),
summary: sanitizeCustomerText(summary, 260),
});
}
for (const screenshot of screenshots) {
addEvidenceLedgerEntry(evidenceLedger, {
id: evidenceId(
"screenshot",
screenshot.storageId,
screenshot.viewport,
screenshot.sourceUrl,
),
type: "screenshot",
label: `${screenshot.viewport === "desktop" ? "Desktop" : "Mobil"} Screenshot`,
sourceUrl: screenshot.sourceUrl,
summary: `${screenshot.viewport} Screenshot ${screenshot.width}x${screenshot.height}`,
});
}
for (const implication of pageSpeedInputsOutput.customerImplications) {
addUniqueCapped(
pageSpeedCustomerImplications,
@@ -538,10 +739,56 @@ export function buildAuditEvidenceInput(
);
}
for (const input of pageSpeedInputs) {
const implication = pageSpeedInputsOutput.customerImplications.find(Boolean);
addEvidenceLedgerEntry(evidenceLedger, {
id: evidenceId("pagespeed", input.strategy, input.sourceUrl, input.status),
type: "pagespeed",
label: `PageSpeed ${input.strategy}`,
sourceUrl: input.sourceUrl,
summary: sanitizeCustomerText(
implication ??
(input.status === "succeeded"
? "PageSpeed-Messung erfolgreich"
: "PageSpeed-Messung nicht verfügbar"),
260,
),
});
}
if (externalMarkdown) {
addEvidenceLedgerEntry(evidenceLedger, {
id: evidenceId("jina_excerpt", externalMarkdown.slice(0, 80)),
type: "jina_excerpt",
label: "Jina Reader Auszug",
summary: sanitizeCustomerText(externalMarkdown, 260),
});
}
const selectedSkills = extractSkills(skillRegistry, {
...signals.evidenceText,
marketing: false,
offer: false,
}, {
websiteExists:
Boolean(lead.websiteDomain || lead.websiteUrl) ||
crawlPages.length > 0 ||
screenshots.length > 0,
hasDesktopScreenshot: screenshots.some(
(screenshot) => screenshot.viewport === "desktop",
),
hasMobileScreenshot: screenshots.some(
(screenshot) => screenshot.viewport === "mobile",
),
hasMarkdown:
Boolean(externalMarkdown) ||
crawlPages.some((page) =>
Boolean(page.visibleText || page.visibleTextExcerpt),
),
hasPageSpeed:
pageSpeedInputsOutput.customerImplications.length > 0 ||
pageSpeedInputs.some((input) => input.status === "succeeded"),
hasDom: crawlPages.length > 0 || technicalChecks.length > 0,
});
return {
@@ -550,6 +797,7 @@ export function buildAuditEvidenceInput(
observedUxSignals: signals.ux,
observedContentSignals: signals.content,
observedTechnicalSignals: signals.technical,
...(externalMarkdown ? { externalMarkdown } : {}),
screenshotReferences: screenshotReferences.map((reference) => ({
...reference,
width: Math.max(reference.width, 0),
@@ -561,5 +809,6 @@ export function buildAuditEvidenceInput(
PAGESPEED_SIGNAL_LIMIT,
),
selectedSkills,
evidenceLedger,
};
}

View File

@@ -0,0 +1,49 @@
export const customerToneGuidelines = {
senderPosture: "kollegial_direkt",
voiceLabel: "kollegial direkt",
email: {
wordCount: {
min: 60,
max: 130,
},
maxSentences: 7,
maxParagraphs: 2,
subject: {
minWords: 2,
maxWords: 6,
maxCharacters: 55,
},
bannedPhrases: [
"Optimierungspotenziale",
"Mehr Sichtbarkeit und bessere Nutzererfahrung",
"Ich habe beobachtet",
"Ich schlage vor",
"Maßnahmen umsetzen",
"Conversion-Rate steigern",
"Ranking positiv beeinflussen",
"Absprungraten senken",
"nachhaltig verbessern",
"signifikant",
],
preferredAskExamples: [
"Soll ich Ihnen die zwei Punkte kurz schicken?",
"Soll ich Ihnen die Stelle kurz als Screenshot schicken?",
"Wäre ein kurzer Hinweis dazu hilfreich?",
],
},
} as const;
export function buildCustomerTonePromptSection() {
return [
"Tonalität für Kunden-E-Mail: kollegial direkt, konkret, ruhig und nicht verkäuferisch.",
"Schreibe wie Matthias als lokaler Web-Profi, nicht wie eine Agentur-Broschüre.",
"Die E-Mail ist eine erste Kontaktaufnahme: maximal zwei verifizierte Befunde, kein Mini-Audit.",
"Betreff: 2-6 Wörter, maximal 55 Zeichen, kein Doppelpunkt, keine Benefit-Kette.",
"E-Mail-Text: 60-130 Wörter, maximal 7 Sätze, 1-2 kurze Absätze.",
"Starte mit einer konkreten Beobachtung zur Website, nicht mit 'Ich habe beobachtet, dass'.",
"Nenne eine praktische Auswirkung in Alltagssprache und ende mit einer weichen Frage.",
"Nutze für unbekannte lokale Betriebe formal Sie/Ihnen.",
"Ich-Form ist erlaubt, aber nicht als Wiederholungsmuster: kein mehrfaches 'Ich habe...' oder 'Ich schlage vor...'.",
`Beispiel für den Abschluss: ${customerToneGuidelines.email.preferredAskExamples[0]}`,
].join("\n");
}

View File

@@ -1,3 +1,5 @@
import { customerToneGuidelines } from "./customer-tone-guidelines";
const GERMAN_MARKERS = new Set([
"ich",
"mich",
@@ -31,6 +33,12 @@ const GERMAN_MARKERS = new Set([
"wenn",
"für",
"bei",
"kurz",
"kurzer",
"hinweis",
"zur",
"kontaktseite",
"webauftritt",
]);
const ENGLISH_MARKERS = new Set([
@@ -68,13 +76,14 @@ const ENGLISH_MARKERS = new Set([
const OBSERVATION_TOKENS = [
/\b(mir|ich)\b[^\n]{0,80}\b(aufgefallen|festgestellt|bemerkt|beobachtet|gesehen|sichtbar)\b/i,
/\b(erkennt|zeigt|sichtbar|feststell|finde|fällt)\b/i,
/\b(erkennt|zeigt|sichtbar|festgestellt|feststellen|feststellbar|finde|fällt)\b/i,
/\b(ich sehe|ich habe gesehen|bei der Prüfung)\b/i,
];
const SUGGESTION_TOKENS = [
/\b(empfehle|empfiehlt|vorschlage|vorschlagen|schlage vor|könnte helfen|kannst|können wir|sollte|sollten|ich könnte|ich würde|ich empfehle)\b/i,
/\b(schlage vor|schlage)\b/i,
/\b(?:mein(?:e[rmns]?)?\s+)?(?:konkreter\s+)?vorschlag(?:\s+ist)?\b/i,
/\b(ergänzt|ergänzen|anpassen|optimieren|verbessern|prüfen|einbauen|einzusetzen|setzten)\b/i,
];
@@ -119,6 +128,63 @@ const RAW_TECH_PATTERNS = [
/\b[0-9a-f]{24}\b/i,
];
const EMAIL_TEMPLATE_PATTERNS = [
/\bich habe beobachtet\b/i,
/\bmir ist aufgefallen\b/i,
/\bich schlage vor\b/i,
/\bich empfehle\b/i,
];
const EMAIL_BROCHURE_PATTERNS = [
/\bmaßnahmen umsetzen\b/i,
/\bconversion[- ]rate steigern\b/i,
/\branking positiv beeinflussen\b/i,
/\babsprungraten senken\b/i,
/\bnachhaltig verbessern\b/i,
/\bsignifikant\b/i,
/\boptimierungspotenzial(?:e)?\b/i,
/\bnutzerzufriedenheit\b/i,
/\bsuchmaschinenplatzierung\b/i,
];
const EMAIL_AUDIT_TOPIC_PATTERNS = [
/\bmeta[- ]beschreibung\b/i,
/\bpage[- ]?speed\b/i,
/\bladezeit(?:en)?\b/i,
/\bkontaktformular\b/i,
/\bcall[- ]to[- ]action\b/i,
/\bmobile(?:n|r|s)? gerät/i,
/\bdesktop\b/i,
/\bh1[- ]?überschrift(?:en)?\b/i,
/\bbewertung(?:en)?\b/i,
/\bvertrauenssignal(?:e)?\b/i,
/\bstrukturierte daten\b/i,
];
const EMAIL_MINI_AUDIT_TRANSITIONS = [
/\baußerdem\b/i,
/\bzudem\b/i,
/\bein weiterer punkt\b/i,
/\bschließlich\b/i,
/\bdurch die umsetzung\b/i,
];
const EMAIL_LOW_FRICTION_ASK_PATTERNS = [
/\bsoll ich ihnen\b/i,
/\bwäre (?:das|ein kurzer hinweis)\b/i,
/\bdarf ich ihnen\b/i,
/\bkann ich ihnen\b/i,
/\boffen für\b/i,
];
const INFORMAL_EMAIL_ADDRESS_PATTERNS = [
/\bdu\b/i,
/\bdir\b/i,
/\bdein(?:e[rmns]?)?\b/i,
/\beuch\b/i,
/\beuer(?:e[rmns]?)?\b/i,
];
export type GermanCopyGuardIssue = {
field: string;
rule: string;
@@ -255,6 +321,178 @@ function hasRawArtifact(value: string): boolean {
return RAW_TECH_PATTERNS.some((pattern) => pattern.test(value));
}
function countMatches(value: string, patterns: readonly RegExp[]) {
return patterns.reduce(
(count, pattern) => count + (pattern.test(value) ? 1 : 0),
0,
);
}
function countRegexMatches(value: string, pattern: RegExp) {
return value.match(pattern)?.length ?? 0;
}
function countSentences(value: string) {
return value
.split(/[.!?]+/)
.map((sentence) => sentence.trim())
.filter(Boolean).length;
}
function countParagraphs(value: string) {
return value
.trim()
.split(/\n\s*\n/)
.map((paragraph) => paragraph.trim())
.filter(Boolean).length;
}
function startsWithTemplateEmailPhrase(value: string) {
return new RegExp(
String.raw`^\s*(?:(?:guten tag|hallo|sehr geehrte[^,.!?]*|moin)[,.!?\s]+)?(?:${EMAIL_TEMPLATE_PATTERNS.map(
(pattern) => pattern.source,
).join("|")})`,
"i",
).test(value);
}
function hasLowFrictionAsk(value: string) {
return (
value.includes("?") &&
EMAIL_LOW_FRICTION_ASK_PATTERNS.some((pattern) => pattern.test(value))
);
}
function validateEmailSubjectTone(
issues: GermanCopyGuardIssue[],
subject: string,
) {
const trimmed = subject.trim();
if (!trimmed) {
return;
}
const words = tokenizeWords(trimmed);
const { subject: subjectRules } = customerToneGuidelines.email;
const hasInflatedSubject =
/optimierungspotenzial/i.test(trimmed) ||
/mehr sichtbarkeit/i.test(trimmed) ||
/bessere nutzererfahrung/i.test(trimmed) ||
/kundengewinnung/i.test(trimmed) ||
/conversion/i.test(trimmed) ||
/ranking/i.test(trimmed);
if (
trimmed.length > subjectRules.maxCharacters ||
words.length < subjectRules.minWords ||
words.length > subjectRules.maxWords ||
/:/.test(trimmed) ||
hasInflatedSubject
) {
addIssue(
issues,
"emailSubject",
"unnatural_email_subject",
"Betreff wirkt zu pitchig, zu lang oder nicht wie eine kurze Erstmail.",
);
}
}
function validateEmailBodyTone(
issues: GermanCopyGuardIssue[],
body: string,
) {
const trimmed = body.trim();
if (!trimmed) {
return;
}
const { email } = customerToneGuidelines;
const wordCount = tokenizeWords(trimmed).length;
if (wordCount < email.wordCount.min || wordCount > email.wordCount.max) {
addIssue(
issues,
"emailBody",
"unnatural_email_length",
"E-Mail sollte als Erstkontakt kurz bleiben: 60-130 Wörter.",
);
}
if (countSentences(trimmed) > email.maxSentences) {
addIssue(
issues,
"emailBody",
"too_many_email_sentences",
"E-Mail enthält zu viele Sätze für eine erste Kontaktaufnahme.",
);
}
if (countParagraphs(trimmed) > email.maxParagraphs) {
addIssue(
issues,
"emailBody",
"too_many_email_paragraphs",
"E-Mail sollte höchstens zwei kurze Absätze enthalten.",
);
}
const templatePhraseCount = EMAIL_TEMPLATE_PATTERNS.reduce(
(count, pattern) => count + countRegexMatches(trimmed, new RegExp(pattern.source, "gi")),
0,
);
const firstPersonCount = countRegexMatches(trimmed, /\bich\b/gi);
if (
startsWithTemplateEmailPhrase(trimmed) ||
templatePhraseCount >= 2 ||
firstPersonCount > 2
) {
addIssue(
issues,
"emailBody",
"formulaic_email_tone",
"E-Mail wirkt formelhaft; vermeide wiederholte Ich-habe-/Ich-schlage-vor-Muster.",
);
}
if (EMAIL_BROCHURE_PATTERNS.some((pattern) => pattern.test(trimmed))) {
addIssue(
issues,
"emailBody",
"brochure_email_language",
"E-Mail klingt nach Broschüre statt nach natürlicher Erstansprache.",
);
}
const topicCount = countMatches(trimmed, EMAIL_AUDIT_TOPIC_PATTERNS);
const transitionCount = countMatches(trimmed, EMAIL_MINI_AUDIT_TRANSITIONS);
if (topicCount >= 4 || transitionCount >= 2) {
addIssue(
issues,
"emailBody",
"email_reads_like_mini_audit",
"E-Mail bündelt zu viele Audit-Punkte und sollte höchstens zwei Befunde anreißen.",
);
}
if (INFORMAL_EMAIL_ADDRESS_PATTERNS.some((pattern) => pattern.test(trimmed))) {
addIssue(
issues,
"emailBody",
"informal_email_address",
"E-Mail sollte unbekannte lokale Betriebe formal mit Sie/Ihnen ansprechen.",
);
}
if (!hasLowFrictionAsk(trimmed)) {
addIssue(
issues,
"emailBody",
"missing_low_friction_ask",
"E-Mail sollte mit einer kurzen, leicht beantwortbaren Frage enden.",
);
}
}
function validateTextField(
issues: GermanCopyGuardIssue[],
field: string,
@@ -371,10 +609,12 @@ export function validateEmailCopy(email: EmailCopy): GermanCopyGuardResult {
const issues: GermanCopyGuardIssue[] = [];
validateTextField(issues, "emailSubject", email.subject, { skipIfTooShort: true });
validateEmailSubjectTone(issues, email.subject);
validateTextField(issues, "emailBody", email.body, {
requireIchForm: true,
requireObservationAndSuggestion: true,
requireIchForm: false,
requireObservationAndSuggestion: false,
});
validateEmailBodyTone(issues, email.body);
return { passed: issues.length === 0, issues };
}
@@ -386,7 +626,7 @@ export function validateCallScriptCopy(script: CallScriptCopy): GermanCopyGuardR
requireIchForm: true,
});
validateCallScriptText(issues, "callScript.closeLine", script.closeLine, {
requireIchForm: true,
requireIchForm: false,
});
script.callScript.forEach((line, index) => {
@@ -452,13 +692,15 @@ export function validateCustomerFacingCopy(input: GermanCustomerCopy): GermanCop
validateTextField(issues, "emailSubject", input.emailSubject, {
skipIfTooShort: true,
});
validateEmailSubjectTone(issues, input.emailSubject);
}
if (input.emailBody !== undefined) {
validateTextField(issues, "emailBody", input.emailBody, {
requireIchForm: true,
requireObservationAndSuggestion: true,
requireIchForm: false,
requireObservationAndSuggestion: false,
});
validateEmailBodyTone(issues, input.emailBody);
}
if (input.callScript) {

View File

@@ -0,0 +1,163 @@
import { parseSkillsRegistry } from "../skills-registry";
export const LOCAL_AUDIT_SKILL_REGISTRY_SOURCE = [
"## visual-design",
"",
"```yaml",
"id: visual-design",
"title: Visueller Gesamteindruck & Zeitgemäßheit",
"applies_when: website_exists",
"inputs: [desktop_screenshot, mobile_screenshot]",
"outputs: findings",
"```",
"",
"Beurteile den ersten visuellen Eindruck: wirkt der Auftritt zeitgemäß oder veraltet?",
"Achte auf visuelle Hierarchie, Weißraum, Typografie (Lesbarkeit, Schriftmischung),",
"Farbkontraste, Bildqualität und Konsistenz. Konkrete Beobachtungen statt",
"Geschmacksurteilen — z. B. „kleine Schrift mit geringem Zeilenabstand erschwert das",
"Lesen auf dem Smartphone\", nicht „sieht altbacken aus\". Kundennutzen: ein moderner,",
"ruhiger Auftritt schafft Vertrauen, bevor der erste Satz gelesen wird.",
"",
"## impeccable-critique",
"",
"```yaml",
"id: impeccable-critique",
"title: Impeccable Critique Review",
"applies_when: website_exists",
"inputs: [desktop_screenshot, mobile_screenshot, markdown, dom]",
"outputs: findings",
"```",
"",
"Bewerte die Seite wie ein strenger Design Director: visuelle Hierarchie,",
"Informationsarchitektur, kognitive Last, Orientierung, Lesbarkeit, Progressive",
"Disclosure und erkennbare AI-Slop-/Template-Muster. Nutze Nielsen-Heuristiken",
"als Denkrahmen, aber gib keine Score-Tabelle aus. Befunde müssen beobachtbar und",
"belegt sein: z. B. „mehrere gleich laute CTAs konkurrieren im sichtbaren Bereich\"",
"statt „Design wirkt beliebig\". Marken- oder Emotionsfit nur nennen, wenn Evidence",
"aus Screenshot, Text oder DOM vorliegt. Kundennutzen: eine klarere, weniger",
"generische Oberfläche senkt Zweifel und führt Besucher schneller zur Anfrage.",
"",
"## first-impression-clarity",
"",
"```yaml",
"id: first-impression-clarity",
"title: Klarheit über dem Falz",
"applies_when: website_exists",
"inputs: [desktop_screenshot, mobile_screenshot, markdown]",
"outputs: findings",
"```",
"",
"Prüfe, ob im sichtbaren Bereich (ohne Scrollen) sofort klar wird: Was macht der",
"Betrieb, für wen, wo? Fehlt eine klare Überschrift, ein Leistungsversprechen",
"oder der Ort, muss ein Besucher raten. Kundennutzen: Besucher entscheiden in Sekunden,",
"ob sie bleiben — Klarheit hält sie auf der Seite.",
"",
"## contact-conversion",
"",
"```yaml",
"id: contact-conversion",
"title: Kontaktaufnahme & Handlungsaufforderung",
"applies_when: website_exists",
"inputs: [mobile_screenshot, markdown, dom]",
"outputs: findings",
"```",
"",
"Wie leicht kann ein Interessent Kontakt aufnehmen? Sind Telefonnummer, E-Mail bzw.",
"Formular und Öffnungszeiten leicht auffindbar — besonders mobil und ohne langes",
"Scrollen? Ist die Telefonnummer auf dem Smartphone klickbar (tel:)? Gibt es eine",
"klare nächste Handlung (anrufen, schreiben, Termin)? Kundennutzen: jede",
"Reibung weniger ist eine Anfrage mehr.",
"",
"## mobile-usability",
"",
"```yaml",
"id: mobile-usability",
"title: Mobile Nutzbarkeit",
"applies_when: has_mobile_screenshot",
"inputs: [mobile_screenshot, pagespeed]",
"outputs: findings",
"```",
"",
"Beurteile die mobile Darstellung: bricht Text oder Layout um, sind Tap-Ziele groß",
"genug, ist die Schrift ohne Zoom lesbar, verdecken Banner Inhalte? Nutze",
"PageSpeed-Mobile-Signale ergänzend. Kundennutzen: der Großteil lokaler Suchen passiert",
"am Handy — hier entscheidet sich, ob aus Interesse eine Anfrage wird.",
"",
"## trust-signals",
"",
"```yaml",
"id: trust-signals",
"title: Vertrauenssignale & Seriosität",
"applies_when: website_exists",
"inputs: [desktop_screenshot, markdown, dom]",
"outputs: findings",
"```",
"",
"Welche Vertrauenssignale sind vorhanden oder fehlen? Echte Fotos statt Stockbilder,",
"Team/Über-uns, Referenzen oder Bewertungen, vollständiges Impressum, sichtbare",
"Erreichbarkeit, gültiges HTTPS. Kundennutzen: lokale Kunden beauftragen, wem sie",
"vertrauen — sichtbare Seriosität senkt die Hemmschwelle.",
"",
"## conversion-copy",
"",
"```yaml",
"id: conversion-copy",
"title: Texte & Ansprache",
"applies_when: website_exists",
"inputs: [markdown]",
"outputs: findings",
"```",
"",
"Sind die Texte klar, nutzenorientiert und auf die Zielgruppe zugeschnitten — oder",
"generisch, fachsprachlich oder leer? Wird beschrieben, was der Betrieb leistet und",
"welches Problem er löst? Achte auf Verständlichkeit und Tonalität (Deutsch, lokal).",
"Kundennutzen: verständliche Texte holen mehr Besucher in eine Anfrage.",
"",
"## local-seo-basics",
"",
"```yaml",
"id: local-seo-basics",
"title: Lokale Auffindbarkeit (Grundlagen)",
"applies_when: website_exists",
"inputs: [dom, markdown]",
"outputs: findings",
"```",
"",
"Prüfe Title-Tag und Meta-Description (vorhanden, aussagekräftig, mit Ort?),",
"Überschriftenstruktur (genau eine sinnvolle H1?), sowie die Konsistenz von Name,",
"Adresse, Telefon (NAP) und ob der Ort/Einzugsbereich textlich auftaucht.",
"Kundennutzen: wer lokal gefunden wird, bekommt Anfragen aus der Region — ohne Werbebudget.",
"",
"## performance-experience",
"",
"```yaml",
"id: performance-experience",
"title: Tempo & Ladeerlebnis",
"applies_when: has_pagespeed",
"inputs: [pagespeed]",
"outputs: findings",
"```",
"",
"Übersetze PageSpeed-Rohdaten (LCP, CLS, INP, Gesamt-Score) in ein erlebbares Bild,",
"ohne Scores zu nennen. Beispiel: „Auf dem Smartphone erscheinen die ersten Inhalte",
"spürbar verzögert.\" Kundennutzen: schnelle Seiten halten Besucher — langsame verlieren",
"sie, bevor sie etwas gesehen haben.",
"",
"## accessibility-basics",
"",
"```yaml",
"id: accessibility-basics",
"title: Zugänglichkeit (Grundlagen)",
"applies_when: website_exists",
"inputs: [desktop_screenshot, dom]",
"outputs: findings",
"```",
"",
"Niedrigschwellige Barrieren: ausreichende Farbkontraste, lesbare Schriftgrößen,",
"sinnvolle Alt-Texte bei zentralen Bildern, bedienbare Menüs. Kundennutzen: gut",
"zugängliche Seiten erreichen mehr Menschen — und wirken professioneller.",
].join("\n");
export function loadLocalAuditSkillRegistry() {
return parseSkillsRegistry(LOCAL_AUDIT_SKILL_REGISTRY_SOURCE);
}

View File

@@ -1,16 +1,108 @@
import { z } from "zod";
export const findingItemSchema = z.object({
const nonEmptyTextSchema = z.string().trim().min(1);
export const legacyFindingItemSchema = z.object({
section: z.string(),
finding: z.string(),
suggestion: z.string(),
});
export const v3FindingItemSchema = z.object({
skill_id: nonEmptyTextSchema,
observation: nonEmptyTextSchema,
customer_benefit: nonEmptyTextSchema,
public_phrasing: nonEmptyTextSchema,
severity: z.union([z.literal(1), z.literal(2), z.literal(3)]),
evidence: nonEmptyTextSchema,
applies: z.boolean(),
});
export const findingItemSchema = legacyFindingItemSchema;
export const auditFindingEvidenceRefSchema = z.object({
id: nonEmptyTextSchema,
type: z.enum([
"crawl_page",
"technical_check",
"screenshot",
"pagespeed",
"jina_excerpt",
"generation_stage",
]),
label: nonEmptyTextSchema,
sourceUrl: z.string().trim(),
});
export const auditSpecialistFindingSchema = z
.object({
skillId: nonEmptyTextSchema,
claim: nonEmptyTextSchema,
recommendation: nonEmptyTextSchema,
customerBenefit: nonEmptyTextSchema,
severity: z.union([z.literal(1), z.literal(2), z.literal(3)]),
confidence: z.number().min(0).max(1),
evidenceRefs: z.array(auditFindingEvidenceRefSchema).min(1),
applies: z.boolean(),
unknowns: z.array(z.string()),
})
.superRefine((finding, ctx) => {
const combined = [
finding.claim,
finding.recommendation,
finding.customerBenefit,
].join(" ");
if (/\bunbekannt\b|\bunknown\b/i.test(combined)) {
ctx.addIssue({
code: z.ZodIssueCode.custom,
message: "unknown-only findings are not valid audit claims",
path: ["claim"],
});
}
});
export const auditSpecialistResultSchema = z.object({
status: z.enum(["success", "partial", "skipped", "failed"]),
findings: z.array(auditSpecialistFindingSchema),
notes: z.array(z.string()),
});
export const auditRejectedFindingSchema = z.object({
findingId: nonEmptyTextSchema,
skillId: nonEmptyTextSchema,
claim: nonEmptyTextSchema,
rejectionReason: nonEmptyTextSchema,
});
export const auditEvidenceVerificationSchema = z.object({
verifiedFindingIds: z.array(nonEmptyTextSchema),
rejectedFindings: z.array(auditRejectedFindingSchema),
contradictions: z.array(z.string()),
notes: z.array(z.string()),
});
export const internalFindingsSchema = z.object({
findings: z.array(findingItemSchema),
summary: z.string(),
});
export const auditClassificationSchema = z.object({
findings: z.array(v3FindingItemSchema).min(1),
summary: nonEmptyTextSchema,
usedSkills: z.array(nonEmptyTextSchema).nullable(),
});
export const auditGenerationResultSchema = z.object({
findings: z.array(v3FindingItemSchema).min(1),
usedSkills: z.array(nonEmptyTextSchema).min(1),
publicAuditText: nonEmptyTextSchema,
finalSummary: nonEmptyTextSchema,
emailSubject: nonEmptyTextSchema,
emailBody: nonEmptyTextSchema,
phoneScript: nonEmptyTextSchema,
ctaType: z.enum(["anruf", "termin", "rueckruf"]),
});
export const auditSummarySchema = z.object({
summary: z.string(),
keyFindings: z.array(z.string()),
@@ -36,19 +128,26 @@ export const callScriptSchema = z.object({
export const followUpDraftSchema = z.object({
message: z.string(),
followInDays: z.number().int().min(0).optional(),
goals: z.array(z.string()).optional(),
followInDays: z.number().int().min(0).nullable(),
goals: z.array(z.string()).nullable(),
});
export const qualityReviewSchema = z.object({
isValid: z.boolean(),
issues: z.array(z.string()),
suggestions: z.array(z.string()),
notes: z.array(z.string()).optional(),
notes: z.array(z.string()).nullable(),
});
export type FindingItem = z.infer<typeof findingItemSchema>;
export type V3FindingItem = z.infer<typeof v3FindingItemSchema>;
export type AuditFindingEvidenceRef = z.infer<typeof auditFindingEvidenceRefSchema>;
export type AuditSpecialistFinding = z.infer<typeof auditSpecialistFindingSchema>;
export type AuditSpecialistResult = z.infer<typeof auditSpecialistResultSchema>;
export type AuditEvidenceVerification = z.infer<typeof auditEvidenceVerificationSchema>;
export type InternalFindings = z.infer<typeof internalFindingsSchema>;
export type AuditClassification = z.infer<typeof auditClassificationSchema>;
export type AuditGenerationResult = z.infer<typeof auditGenerationResultSchema>;
export type AuditSummary = z.infer<typeof auditSummarySchema>;
export type PublicAuditText = z.infer<typeof publicAuditTextSchema>;
export type EmailDraft = z.infer<typeof emailDraftSchema>;

View File

@@ -0,0 +1 @@
export const publicAuditCacheTag = (slug: string) => `public-audit:${slug}`;

View File

@@ -0,0 +1,51 @@
import type {
PublicAuditLookupResult,
PublicAuditOffer,
PublicAuditRenderState,
} from "./public-audit-types";
const isSafeCtaHref = (href: string) => {
try {
const parsed = new URL(href);
return parsed.protocol === "https:" || parsed.protocol === "mailto:" || parsed.protocol === "tel:";
} catch {
return href.startsWith("/");
}
};
const sanitizeOffer = (offer: PublicAuditOffer): PublicAuditOffer => {
if (!offer.ctaHref || isSafeCtaHref(offer.ctaHref)) {
return offer;
}
return {
body: offer.body,
ctaLabel: offer.ctaLabel,
};
};
export const toPublicAuditRenderState = (
result: PublicAuditLookupResult,
): PublicAuditRenderState => {
if (!result || result.publicationStatus === "deactivated") {
return { kind: "unavailable" };
}
if (result.publicationStatus !== "published") {
return { kind: "pending" };
}
return {
kind: "published",
audit: {
companyName: result.companyName,
domain: result.domain,
publishedAt: result.publishedAt,
headline: result.publicContent.headline,
intro: result.publicContent.intro,
observations: result.publicContent.observations,
finalOffer: sanitizeOffer(result.publicContent.finalOffer),
screenshots: result.screenshots,
},
};
};

View File

@@ -0,0 +1,8 @@
import { revalidatePath, revalidateTag } from "next/cache";
import { publicAuditCacheTag } from "./public-audit-cache";
export const revalidatePublicAudit = (slug: string) => {
revalidateTag(publicAuditCacheTag(slug), "max");
revalidatePath(`/audit/${slug}`);
};

View File

@@ -0,0 +1,57 @@
export type PublicAuditLookupResult =
| null
| { publicationStatus: "draft" | "approved" | "deactivated" }
| {
publicationStatus: "published";
companyName: string;
domain: string;
publishedAt: string;
publicContent: {
headline: string;
intro: string;
observations: PublicAuditObservation[];
finalOffer: PublicAuditOffer;
};
screenshots: PublicAuditScreenshot[];
};
export type PublicAuditObservation = {
title: string;
observation: string;
impact: string;
suggestion: string;
screenshotIds?: string[];
};
export type PublicAuditOffer = {
body: string;
ctaLabel?: string;
ctaHref?: string;
};
export type PublicAuditScreenshot = {
id: string;
url: string;
alt: string;
viewport: "desktop" | "mobile";
sourceUrl: string;
width: number;
height: number;
};
export type PublicAuditRenderState =
| { kind: "pending" }
| { kind: "unavailable" }
| {
kind: "published";
audit: {
companyName: string;
domain: string;
publishedAt: string;
headline: string;
intro: string;
observations: PublicAuditObservation[];
finalOffer: PublicAuditOffer;
screenshots: PublicAuditScreenshot[];
};
};

40
lib/audits/slugs.ts Normal file
View File

@@ -0,0 +1,40 @@
const MAX_PUBLIC_AUDIT_SLUG_LENGTH = 120;
const transliterations: Record<string, string> = {
ä: "ae",
ö: "oe",
ü: "ue",
ß: "ss",
æ: "ae",
ø: "oe",
å: "a",
};
export const toPublicAuditSlug = (companyName: string, domain: string) => {
const input = `${companyName} ${domain}`.trim().toLowerCase();
const normalized = input
.replace(/[äöüßæøå]/g, (character) => transliterations[character] ?? character)
.normalize("NFKD")
.replace(/[\u0300-\u036f]/g, "")
.replace(/[^a-z0-9]+/g, "-")
.replace(/^-+|-+$/g, "")
.replace(/-{2,}/g, "-")
.slice(0, MAX_PUBLIC_AUDIT_SLUG_LENGTH)
.replace(/-+$/g, "");
return normalized.length > 0 ? normalized : "audit";
};
export const parsePublicAuditSlug = (slug: string) => {
const normalized = slug.trim().toLowerCase();
if (
normalized.length === 0 ||
normalized.length > MAX_PUBLIC_AUDIT_SLUG_LENGTH ||
!/^[a-z0-9]+(?:-[a-z0-9]+)*$/.test(normalized)
) {
return null;
}
return normalized;
};

View File

@@ -1,5 +1,30 @@
import { convexBetterAuthNextJs } from "@convex-dev/better-auth/nextjs";
function getErrorText(error: unknown): string {
if (error instanceof Error) {
return error.message;
}
if (typeof error === "string") {
return error;
}
if (error && typeof error === "object") {
const { data, message } = error as { data?: unknown; message?: unknown };
return [message, data]
.filter((value): value is string => typeof value === "string")
.join(" ");
}
return "";
}
function isConvexAuthError(error: unknown): boolean {
return /\b(Unauthenticated|Unauthorized|Not authenticated)\b/i.test(
getErrorText(error),
);
}
export const {
handler,
preloadAuthQuery,
@@ -11,4 +36,8 @@ export const {
} = convexBetterAuthNextJs({
convexUrl: process.env.NEXT_PUBLIC_CONVEX_URL!,
convexSiteUrl: process.env.NEXT_PUBLIC_CONVEX_SITE_URL!,
jwtCache: {
enabled: true,
isAuthError: isConvexAuthError,
},
});

View File

@@ -86,6 +86,7 @@ export type LeadFunnelOutreach = {
sendStatus?: OutreachSendStatus | null;
responseStatus?: OutreachResponseStatus | null;
salesStatus?: OutreachSalesStatus | null;
doNotContactUntil?: number | null;
};
export type LeadFunnelInput = {
@@ -103,6 +104,7 @@ export type LeadFunnelInput = {
contactPerson?: string | null;
websiteDomain?: string | null;
outreach?: LeadFunnelOutreach | null;
now?: number;
};
export type LeadFunnelCard = {
@@ -286,7 +288,8 @@ function getLeadFunnelStageId(lead: LeadFunnelInput): LeadFunnelStageId {
if (
lead.contactStatus === "outreach_ready" ||
lead.outreach?.approvalStatus === "draft"
lead.outreach?.approvalStatus === "draft" ||
lead.outreach?.approvalStatus === "approved"
) {
return "review_open";
}
@@ -302,6 +305,14 @@ function getLeadNextAction(lead: LeadFunnelInput): string {
const stageId = getLeadFunnelStageId(lead);
if (stageId === "deferred") {
if (
lead.outreach?.salesStatus === "do_not_pursue" &&
typeof lead.outreach.doNotContactUntil === "number" &&
(lead.now ?? Date.now()) >= lead.outreach.doNotContactUntil
) {
return "Erneut prüfen";
}
return "Zurückstellung prüfen";
}

View File

@@ -0,0 +1,233 @@
export type ExternalAuditUsageInput = {
openRouter?: {
inputTokens?: number;
outputTokens?: number;
inputUsdPerMillionTokens?: number;
outputUsdPerMillionTokens?: number;
};
screenshotOne?: {
screenshots?: number;
usdPerScreenshot?: number;
};
jina?: {
requests?: number;
pages?: number;
usdPerRequest?: number;
usdPerPage?: number;
};
pageSpeed?: {
requests?: number;
};
};
export type ExternalAuditCostEstimate = {
byProvider: {
openRouter: number;
screenshotOne: number;
jina: number;
pageSpeed: number;
};
totalUsd: number;
};
export type ScreenshotOneViewport = "desktop" | "mobile";
export type ScreenshotOneRequest = {
viewport: ScreenshotOneViewport;
url: string;
};
export type BuildScreenshotOneRequestsInput = {
accessKey: string;
targetUrl: string;
endpoint?: string;
};
export type JinaReaderPagePath = "/" | "/kontakt" | "/impressum" | "/leistungen" | "/ueber-uns";
export type JinaReaderPageInput = {
url: string;
markdown: string;
};
export type JinaReaderAuditInput = {
pages: Array<{
path: JinaReaderPagePath;
sourceUrl: string;
readerUrl: string;
}>;
readerUrls: string[];
markdown: string;
};
export type BuildJinaReaderAuditInputOptions = {
baseUrl: string;
pages?: JinaReaderPageInput[];
maxMarkdownChars: number;
};
const SCREENSHOT_ONE_ENDPOINT = "https://api.screenshotone.com/take";
const JINA_READER_PREFIX = "https://r.jina.ai/";
const JINA_PAGE_PATHS: JinaReaderPagePath[] = [
"/",
"/kontakt",
"/impressum",
"/leistungen",
"/ueber-uns",
];
function roundUsd(value: number): number {
return Math.round((value + Number.EPSILON) * 1_000_000) / 1_000_000;
}
function nonNegativeOrZero(value: number | undefined): number {
return typeof value === "number" && Number.isFinite(value) ? Math.max(0, value) : 0;
}
export function estimateExternalAuditCostUsd(
usage: ExternalAuditUsageInput,
): ExternalAuditCostEstimate {
const openRouter = roundUsd(
(nonNegativeOrZero(usage.openRouter?.inputTokens) / 1_000_000) *
nonNegativeOrZero(usage.openRouter?.inputUsdPerMillionTokens) +
(nonNegativeOrZero(usage.openRouter?.outputTokens) / 1_000_000) *
nonNegativeOrZero(usage.openRouter?.outputUsdPerMillionTokens),
);
const screenshotOne = roundUsd(
nonNegativeOrZero(usage.screenshotOne?.screenshots) *
nonNegativeOrZero(usage.screenshotOne?.usdPerScreenshot),
);
const jina = roundUsd(
nonNegativeOrZero(usage.jina?.requests) * nonNegativeOrZero(usage.jina?.usdPerRequest) +
nonNegativeOrZero(usage.jina?.pages) * nonNegativeOrZero(usage.jina?.usdPerPage),
);
const pageSpeed = 0;
return {
byProvider: {
openRouter,
screenshotOne,
jina,
pageSpeed,
},
totalUsd: roundUsd(openRouter + screenshotOne + jina + pageSpeed),
};
}
export function buildScreenshotOneRequests({
accessKey,
targetUrl,
endpoint = SCREENSHOT_ONE_ENDPOINT,
}: BuildScreenshotOneRequestsInput): ScreenshotOneRequest[] {
let normalizedTargetUrl: string;
try {
const parsedTargetUrl = parseWebUrl(targetUrl, "target URL");
normalizedTargetUrl = parsedTargetUrl.toString();
} catch {
throw new Error("Invalid target URL for ScreenshotOne request. Only http and https URLs are supported.");
}
const viewports: Array<{
viewport: ScreenshotOneViewport;
width: number;
height: number;
scale: number;
}> = [
{ viewport: "desktop", width: 1280, height: 900, scale: 1 },
{ viewport: "mobile", width: 390, height: 844, scale: 2 },
];
return viewports.map(({ viewport, width, height, scale }) => {
const requestUrl = new URL(endpoint);
requestUrl.searchParams.set("access_key", accessKey);
requestUrl.searchParams.set("url", normalizedTargetUrl);
requestUrl.searchParams.set("viewport_width", String(width));
requestUrl.searchParams.set("viewport_height", String(height));
requestUrl.searchParams.set("device_scale_factor", String(scale));
requestUrl.searchParams.set("full_page", "true");
requestUrl.searchParams.set("block_cookie_banners", "true");
requestUrl.searchParams.set("block_ads", "true");
requestUrl.searchParams.set("block_trackers", "true");
return {
viewport,
url: requestUrl.toString(),
};
});
}
export function buildJinaReaderAuditInput({
baseUrl,
pages = [],
maxMarkdownChars,
}: BuildJinaReaderAuditInputOptions): JinaReaderAuditInput {
const normalizedBaseUrl = normalizeBaseUrl(baseUrl);
const pagesByUrl = new Map(
pages.map((page) => [normalizeComparableUrl(page.url), page.markdown]),
);
const preparedPages = JINA_PAGE_PATHS.map((path) => {
const sourceUrl = new URL(path, normalizedBaseUrl).toString();
const readerUrl = toJinaReaderUrl(sourceUrl);
return {
path,
sourceUrl,
readerUrl,
};
});
const markdown = preparedPages
.map((page) => {
const pageMarkdown = pagesByUrl.get(normalizeComparableUrl(page.sourceUrl)) ?? "";
return `Source: ${page.sourceUrl}\n\n${pageMarkdown.trim()}`;
})
.join("\n\n---\n\n");
return {
pages: preparedPages,
readerUrls: preparedPages.map((page) => page.readerUrl),
markdown: capMarkdown(markdown, maxMarkdownChars),
};
}
function normalizeBaseUrl(baseUrl: string): URL {
try {
const url = parseWebUrl(baseUrl, "base URL");
url.hash = "";
url.search = "";
url.pathname = "/";
return url;
} catch {
throw new Error("Invalid base URL for Jina Reader input. Only http and https URLs are supported.");
}
}
function normalizeComparableUrl(url: string): string {
const normalized = parseWebUrl(url, "page URL");
normalized.hash = "";
if (normalized.pathname !== "/" && normalized.pathname.endsWith("/")) {
normalized.pathname = normalized.pathname.slice(0, -1);
}
return normalized.toString();
}
function toJinaReaderUrl(sourceUrl: string): string {
const url = parseWebUrl(sourceUrl, "source URL");
return `${JINA_READER_PREFIX}${url.protocol}//${url.host}${url.pathname}${url.search}`;
}
function parseWebUrl(value: string, label: string): URL {
const url = new URL(value);
if (url.protocol !== "http:" && url.protocol !== "https:") {
throw new Error(`Invalid ${label}. Only http and https URLs are supported.`);
}
return url;
}
function capMarkdown(markdown: string, maxMarkdownChars: number): string {
if (markdown.length <= maxMarkdownChars) {
return markdown;
}
const suffix = `[truncated to ${maxMarkdownChars} chars]`;
const availableChars = Math.max(0, maxMarkdownChars - suffix.length);
return `${markdown.slice(0, availableChars)}${suffix}`;
}

View File

@@ -0,0 +1,90 @@
export type IntegrationReadinessStatus = "configured" | "missing";
export type IntegrationReadinessDefinition = {
id:
| "google"
| "pagespeed"
| "openrouter"
| "screenshotone"
| "smtp"
| "convex_jobs"
| "rybbit"
| "jina";
label: string;
requiredEnv: string[];
errorSurface: string;
};
export type IntegrationReadinessRow = IntegrationReadinessDefinition & {
status: IntegrationReadinessStatus;
missingEnv: string[];
};
export const integrationReadinessDefinitions: IntegrationReadinessDefinition[] = [
{
id: "google",
label: "Google",
requiredEnv: ["GOOGLE_GEOCODING_API_KEY", "GOOGLE_PLACES_API_KEY"],
errorSurface: "Run-Events der Lead-Recherche zeigen Google-Fehler.",
},
{
id: "pagespeed",
label: "PageSpeed",
requiredEnv: ["PAGESPEED_API_KEY", "PAGESPEED_TIMEOUT_MS"],
errorSurface: "PageSpeed-Run-Events und Audit-Quellen zeigen Fehlerdetails.",
},
{
id: "openrouter",
label: "OpenRouter",
requiredEnv: ["OPENROUTER_API_KEY"],
errorSurface: "Audit-Generierungsruns zeigen Modell- und Guard-Fehler.",
},
{
id: "screenshotone",
label: "ScreenshotOne",
requiredEnv: ["SCREENSHOTONE_API_KEY"],
errorSurface:
"Convex-Run-Events der Audit-Generierung zeigen fehlende Keys, API-, Quota- und Rendering-Fehler.",
},
{
id: "smtp",
label: "SMTP",
requiredEnv: ["SMTP_HOST", "SMTP_USER", "SMTP_PASSWORD", "SMTP_FROM"],
errorSurface: "Outreach-Sendeversuche zeigen SMTP-Fehler ohne Credentials.",
},
{
id: "convex_jobs",
label: "Convex Jobs",
requiredEnv: ["NEXT_PUBLIC_CONVEX_URL", "CONVEX_DEPLOYMENT"],
errorSurface: "Kampagnen-Run-Logs und Lifecycle-Runs zeigen Job-Status.",
},
{
id: "rybbit",
label: "Rybbit",
requiredEnv: ["RYBBIT_API_URL", "RYBBIT_API_KEY", "NEXT_PUBLIC_RYBBIT_SITE_ID"],
errorSurface: "Analytics zeigt API-Fehler als nicht blockierende Meldung.",
},
{
id: "jina",
label: "Jina",
requiredEnv: [],
errorSurface: "Optionaler Fetch-/Reader-Fallback zeigt Fehler im Audit-Quellenkontext.",
},
];
export function getIntegrationReadiness(
env: Record<string, string | undefined>,
): IntegrationReadinessRow[] {
return integrationReadinessDefinitions.map((definition) => {
const missingEnv = definition.requiredEnv.filter((key) => {
const value = env[key];
return !value || value.trim().length === 0;
});
return {
...definition,
missingEnv,
status: missingEnv.length === 0 ? "configured" : "missing",
};
});
}

89
lib/outreach-follow-up.ts Normal file
View File

@@ -0,0 +1,89 @@
import type {
OutreachResponseStatus,
OutreachSalesStatus,
OutreachSendStatus,
} from "./dashboard-model";
export const FOLLOW_UP_DUE_DELAY_MS = 7 * 24 * 60 * 60 * 1000;
export const DO_NOT_CONTACT_RECHECK_MS = 365 * 24 * 60 * 60 * 1000;
export type FollowUpPromptState = "not_ready" | "pending" | "due" | "suppressed";
export const manualSalesStatusLabels: Record<OutreachSalesStatus, string> = {
follow_up_planned: "Follow-up geplant",
follow_up_sent: "Follow-up gesendet",
reply_received: "Antwort erhalten",
not_interested: "Kein Interesse",
later: "Später wieder melden",
meeting_scheduled: "Gespräch vereinbart",
proposal_requested: "Angebot angefragt",
proposal_sent: "Angebot gesendet",
won: "Auftrag gewonnen",
lost: "Auftrag verloren",
do_not_pursue: "Nicht weiter verfolgen",
};
const suppressingSalesStatuses = new Set<OutreachSalesStatus>([
"reply_received",
"not_interested",
"do_not_pursue",
"follow_up_sent",
]);
const suppressingResponseStatuses = new Set<OutreachResponseStatus>([
"manual_reply_recorded",
"no_interest",
]);
export function getManualSalesStatusLabel(status: OutreachSalesStatus) {
return manualSalesStatusLabels[status];
}
export function shouldCreateFollowUpDraftAfterSend(input: {
existingFollowUpOutreachCount: number;
followUpDraft?: string | null;
salesStatus: OutreachSalesStatus;
sendStatus: OutreachSendStatus;
}) {
return (
input.sendStatus === "sent" &&
input.salesStatus === "follow_up_planned" &&
input.existingFollowUpOutreachCount === 0 &&
Boolean(input.followUpDraft?.trim())
);
}
export function getFollowUpPromptState(input: {
followUpDueAt?: number | null;
responseStatus: OutreachResponseStatus;
salesStatus: OutreachSalesStatus;
now: number;
}): FollowUpPromptState {
if (
suppressingSalesStatuses.has(input.salesStatus) ||
suppressingResponseStatuses.has(input.responseStatus)
) {
return "suppressed";
}
if (typeof input.followUpDueAt !== "number") {
return "not_ready";
}
return input.now >= input.followUpDueAt ? "due" : "pending";
}
export function getDoNotContactRecheckState(input: {
doNotContactUntil?: number | null;
now: number;
}) {
if (typeof input.doNotContactUntil !== "number") {
return { status: "none" as const, label: "Offen" };
}
if (input.now >= input.doNotContactUntil) {
return { status: "recheck" as const, label: "Erneut prüfen" };
}
return { status: "blocked" as const, label: "Nicht erneut kontaktieren" };
}

298
lib/rybbit-analytics.ts Normal file
View File

@@ -0,0 +1,298 @@
export type RybbitEvent = {
type?: string;
timestamp?: string;
pathname?: string;
path?: string;
url?: string;
event_name?: string;
name?: string;
properties?: Record<string, unknown>;
};
export type AuditRybbitSummary = {
opened: boolean;
viewCount: number;
lastView: string | null;
ctaClicks: number;
websiteLinkClicks: number;
deviceTypes: string[];
};
export type CampaignRybbitSummary = {
auditOpens: number;
ctaClicks: number;
outboundClicks: number;
byPath: Record<string, {
auditOpens: number;
ctaClicks: number;
outboundClicks: number;
}>;
};
type FetchLike = (
input: string | URL,
init?: RequestInit,
) => Promise<Pick<Response, "ok" | "status" | "json" | "text">>;
export function buildRybbitEventsUrl(input: {
apiUrl: string;
siteId: string;
startDate?: string;
endDate?: string;
}) {
const base = input.apiUrl.endsWith("/") ? input.apiUrl : `${input.apiUrl}/`;
const url = new URL(`api/sites/${encodeURIComponent(input.siteId)}/events`, base);
if (input.startDate) {
url.searchParams.set("start_date", input.startDate);
}
if (input.endDate) {
url.searchParams.set("end_date", input.endDate);
}
return url;
}
function eventPath(event: RybbitEvent) {
const propertyPath =
typeof event.properties?.pathname === "string"
? event.properties.pathname
: typeof event.properties?.path === "string"
? event.properties.path
: undefined;
return event.pathname ?? event.path ?? propertyPath ?? event.url ?? "";
}
function eventName(event: RybbitEvent) {
const propertyName =
typeof event.properties?.event_name === "string"
? event.properties.event_name
: typeof event.properties?.name === "string"
? event.properties.name
: undefined;
return event.event_name ?? event.name ?? propertyName ?? "";
}
function eventDevice(event: RybbitEvent) {
const value =
event.properties?.deviceType ??
event.properties?.device_type ??
event.properties?.device;
return typeof value === "string" && value.trim().length > 0
? value.trim()
: null;
}
function isAuditEvent(event: RybbitEvent, auditPath: string) {
const path = eventPath(event);
return path === auditPath || path.endsWith(auditPath);
}
export function summarizeAuditRybbitEvents(
events: RybbitEvent[],
auditPath: string,
): AuditRybbitSummary {
const matchingEvents = events.filter((event) => isAuditEvent(event, auditPath));
const pageviews = matchingEvents.filter((event) => event.type === "pageview");
const ctaClicks = matchingEvents.filter((event) => {
const name = eventName(event);
return event.type === "custom_event" && name === "audit_cta_click";
});
const websiteLinkClicks = matchingEvents.filter((event) => {
const name = eventName(event);
return event.type === "outbound_link" || name === "audit_website_link_click";
});
const lastView = pageviews
.map((event) => event.timestamp)
.filter((timestamp): timestamp is string => Boolean(timestamp))
.sort()
.at(-1) ?? null;
const deviceTypes = [
...new Set(
matchingEvents
.map(eventDevice)
.filter((device): device is string => device !== null),
),
].sort();
return {
opened: pageviews.length > 0,
viewCount: pageviews.length,
lastView,
ctaClicks: ctaClicks.length,
websiteLinkClicks: websiteLinkClicks.length,
deviceTypes,
};
}
export function summarizeCampaignRybbitEvents(
events: RybbitEvent[],
): CampaignRybbitSummary {
const auditEvents = events.filter((event) => eventPath(event).startsWith("/audit/"));
const byPath: CampaignRybbitSummary["byPath"] = {};
for (const event of auditEvents) {
const path = eventPath(event);
byPath[path] ??= { auditOpens: 0, ctaClicks: 0, outboundClicks: 0 };
if (event.type === "pageview") {
byPath[path].auditOpens += 1;
}
if (event.type === "custom_event" && eventName(event) === "audit_cta_click") {
byPath[path].ctaClicks += 1;
}
if (
event.type === "outbound_link" ||
eventName(event) === "audit_website_link_click"
) {
byPath[path].outboundClicks += 1;
}
}
return {
auditOpens: auditEvents.filter((event) => event.type === "pageview").length,
ctaClicks: auditEvents.filter((event) => {
return event.type === "custom_event" && eventName(event) === "audit_cta_click";
}).length,
outboundClicks: auditEvents.filter((event) => {
return event.type === "outbound_link" ||
eventName(event) === "audit_website_link_click";
}).length,
byPath,
};
}
function normalizeEventsPayload(payload: unknown): RybbitEvent[] {
if (Array.isArray(payload)) {
return payload.filter((event): event is RybbitEvent => typeof event === "object" && event !== null);
}
if (
typeof payload === "object" &&
payload !== null &&
"data" in payload &&
Array.isArray((payload as { data?: unknown }).data)
) {
return (payload as { data: unknown[] }).data.filter(
(event): event is RybbitEvent => typeof event === "object" && event !== null,
);
}
return [];
}
export async function fetchRybbitAuditAnalytics(input: {
apiUrl?: string;
apiKey?: string;
siteId?: string;
auditPath: string;
startDate?: string;
endDate?: string;
fetchImpl?: FetchLike;
}) {
if (!input.apiUrl || !input.apiKey || !input.siteId) {
return {
ok: false as const,
error: "Rybbit ist nicht vollständig konfiguriert.",
data: summarizeAuditRybbitEvents([], input.auditPath),
};
}
try {
const response = await (input.fetchImpl ?? fetch)(
buildRybbitEventsUrl({
apiUrl: input.apiUrl,
siteId: input.siteId,
startDate: input.startDate,
endDate: input.endDate,
}),
{
headers: {
Authorization: `Bearer ${input.apiKey}`,
},
},
);
if (!response.ok) {
const body = await response.text();
return {
ok: false as const,
error: `Rybbit API Fehler ${response.status}: ${body.slice(0, 160)}`,
data: summarizeAuditRybbitEvents([], input.auditPath),
};
}
const payload = await response.json();
return {
ok: true as const,
data: summarizeAuditRybbitEvents(
normalizeEventsPayload(payload),
input.auditPath,
),
};
} catch (error) {
return {
ok: false as const,
error: error instanceof Error ? error.message : String(error),
data: summarizeAuditRybbitEvents([], input.auditPath),
};
}
}
export async function fetchRybbitCampaignAnalytics(input: {
apiUrl?: string;
apiKey?: string;
siteId?: string;
startDate?: string;
endDate?: string;
fetchImpl?: FetchLike;
}) {
if (!input.apiUrl || !input.apiKey || !input.siteId) {
return {
ok: false as const,
error: "Rybbit ist nicht vollständig konfiguriert.",
data: summarizeCampaignRybbitEvents([]),
};
}
try {
const response = await (input.fetchImpl ?? fetch)(
buildRybbitEventsUrl({
apiUrl: input.apiUrl,
siteId: input.siteId,
startDate: input.startDate,
endDate: input.endDate,
}),
{
headers: {
Authorization: `Bearer ${input.apiKey}`,
},
},
);
if (!response.ok) {
const body = await response.text();
return {
ok: false as const,
error: `Rybbit API Fehler ${response.status}: ${body.slice(0, 160)}`,
data: summarizeCampaignRybbitEvents([]),
};
}
return {
ok: true as const,
data: summarizeCampaignRybbitEvents(
normalizeEventsPayload(await response.json()),
),
};
} catch (error) {
return {
ok: false as const,
error: error instanceof Error ? error.message : String(error),
data: summarizeCampaignRybbitEvents([]),
};
}
}

View File

@@ -13,20 +13,27 @@ export const SKILL_CATEGORIES = [
export type SkillCategory = (typeof SKILL_CATEGORIES)[number];
export type SkillRegistryEntry = {
id?: string;
name: string;
title?: string;
purpose: string;
whenToUse: string;
whenNotToUse: string;
requiredInput: string;
expectedOutput: string;
category: SkillCategory;
category?: SkillCategory;
appliesWhen?: string;
inputs?: string[];
outputs?: string;
instructions?: string;
version?: string;
source?: string;
};
export type AuditUsedSkill = {
id?: string;
name: string;
category: SkillCategory;
category?: SkillCategory;
version?: string;
source?: string;
};
@@ -51,6 +58,7 @@ const REQUIRED_FIELDS: ParsedFieldName[] = [
];
const FIELD_LABELS_RE = /^(Purpose|When to use|When not to use|Required input|Expected output|Category|Version|Source):\s*(.*?)\s*$/;
const V3_META_BLOCK_RE = /```yaml\s*\n([\s\S]*?)\n```\s*\n?([\s\S]*)$/;
function normalizeCategory(value: string): SkillCategory {
const normalized = value.toLowerCase();
@@ -129,6 +137,108 @@ function parseSection(lines: string[], sectionIndex: number): SkillRegistryEntry
};
}
function parseV3List(value: string): string[] {
const trimmed = value.trim();
if (!trimmed.startsWith("[") || !trimmed.endsWith("]")) {
return trimmed ? [trimmed] : [];
}
return trimmed
.slice(1, -1)
.split(",")
.map((entry) => entry.trim())
.filter(Boolean);
}
function parseV3MetaBlock(metaSource: string): Record<string, string> {
const values: Record<string, string> = {};
for (const line of metaSource.split("\n")) {
const match = line.trim().match(/^([a-z_]+):\s*(.*?)\s*$/);
if (match) {
values[match[1]] = match[2].trim();
}
}
return values;
}
function parseV3Section(
rawBody: string,
sectionIndex: number,
): SkillRegistryEntry | null {
const match = rawBody.match(V3_META_BLOCK_RE);
if (!match) {
return null;
}
const values = parseV3MetaBlock(match[1]);
if (!values.id) {
return null;
}
const requiredFields = ["id", "title", "applies_when", "inputs", "outputs"];
for (const field of requiredFields) {
if (!values[field]) {
throw new Error(
`Missing required v3 field "${field}" for skill section ${sectionIndex}.`,
);
}
}
const id = values.id;
const title = values.title;
const inputs = parseV3List(values.inputs);
const instructions = match[2].trim();
if (instructions.length === 0) {
throw new Error(`Missing instructions for v3 skill "${id}".`);
}
return {
id,
name: title,
title,
purpose: instructions,
whenToUse: values.applies_when,
whenNotToUse: "Use only when applies_when and inputs match.",
requiredInput: inputs.join(", "),
expectedOutput: values.outputs,
appliesWhen: values.applies_when,
inputs,
outputs: values.outputs,
instructions,
};
}
function addParsedEntry(
entries: SkillRegistryEntry[],
names: Set<string>,
ids: Set<string>,
parsed: SkillRegistryEntry,
) {
const normalizedName = parsed.name.trim().toLowerCase();
if (names.has(normalizedName)) {
throw new Error(`Duplicate skill name "${parsed.name}" in skills registry.`);
}
if (parsed.id) {
const normalizedId = parsed.id.trim().toLowerCase();
if (ids.has(normalizedId)) {
throw new Error(`Duplicate skill id "${parsed.id}" in skills registry.`);
}
ids.add(normalizedId);
}
names.add(normalizedName);
entries.push(parsed);
}
function hasLegacyFieldLabels(source: string): boolean {
return source
.split("\n")
.some((line) => FIELD_LABELS_RE.test(line.trim()));
}
export function parseSkillsRegistry(source: string): SkillRegistryEntry[] {
const normalized = source.replace(/\r\n/g, "\n");
const rawSections = normalized
@@ -138,6 +248,45 @@ export function parseSkillsRegistry(source: string): SkillRegistryEntry[] {
const entries: SkillRegistryEntry[] = [];
const names = new Set<string>();
const ids = new Set<string>();
const v3Entries: SkillRegistryEntry[] = [];
for (let index = 0; index < rawSections.length; index += 1) {
const rawSection = rawSections[index];
const lines = rawSection
.split("\n")
.map((line) => line.trimEnd())
.filter((line, lineIndex) => line.length > 0 || lineIndex === 0);
const sectionBody = lines.slice(1).join("\n");
const parsed = parseV3Section(sectionBody, index + 1);
if (parsed && parsed.id !== "kebab-case-id") {
v3Entries.push(parsed);
}
}
if (v3Entries.length > 0) {
for (let index = 0; index < rawSections.length; index += 1) {
const rawSection = rawSections[index];
const lines = rawSection
.split("\n")
.map((line) => line.trimEnd())
.filter((line, lineIndex) => line.length > 0 || lineIndex === 0);
const sectionTitle = lines.at(0) ?? "";
const sectionBody = lines.slice(1).join("\n");
const sectionLines = [`## ${sectionTitle}`, ...lines.slice(1)];
const parsed = parseV3Section(sectionBody, index + 1);
if (parsed) {
if (parsed.id !== "kebab-case-id") {
addParsedEntry(entries, names, ids, parsed);
}
continue;
}
if (hasLegacyFieldLabels(sectionBody)) {
addParsedEntry(entries, names, ids, parseSection(sectionLines, index + 1));
}
}
return entries;
}
for (let index = 0; index < rawSections.length; index += 1) {
const rawSection = rawSections[index];
@@ -146,16 +295,10 @@ export function parseSkillsRegistry(source: string): SkillRegistryEntry[] {
.map((line) => line.trimEnd())
.filter((line, lineIndex) => line.length > 0 || lineIndex === 0);
const sectionLines = [`## ${lines.at(0) ?? ""}`, ...lines.slice(1)];
const sectionTitle = lines.at(0) ?? "";
const sectionLines = [`## ${sectionTitle}`, ...lines.slice(1)];
const parsed = parseSection(sectionLines, index + 1);
const normalizedName = parsed.name.trim().toLowerCase();
if (names.has(normalizedName)) {
throw new Error(`Duplicate skill name "${parsed.name}" in skills registry.`);
}
names.add(normalizedName);
entries.push(parsed);
addParsedEntry(entries, names, ids, parsed);
}
return entries;
@@ -169,10 +312,24 @@ export async function loadSkillsRegistry(
}
export function toAuditUsedSkill(skill: SkillRegistryEntry): AuditUsedSkill {
return {
const usedSkill: AuditUsedSkill = {
name: skill.name,
category: skill.category,
version: skill.version,
source: skill.source,
};
if (skill.id) {
usedSkill.id = skill.id;
}
if (skill.category) {
usedSkill.category = skill.category;
}
if (!skill.version) {
delete usedSkill.version;
}
if (!skill.source) {
delete usedSkill.source;
}
return usedSkill;
}

View File

@@ -1,7 +1,7 @@
import type { NextConfig } from "next";
const nextConfig: NextConfig = {
/* config options here */
cacheComponents: true,
};
export default nextConfig;

View File

@@ -22,6 +22,7 @@
"convex": "^1.40.0",
"lucide-react": "^1.17.0",
"next": "16.2.7",
"nodemailer": "^8.0.10",
"playwright-core": "^1.60.0",
"radix-ui": "^1.4.3",
"react": "19.2.4",
@@ -35,6 +36,7 @@
"devDependencies": {
"@tailwindcss/postcss": "^4",
"@types/node": "^20",
"@types/nodemailer": "^8.0.0",
"@types/react": "^19",
"@types/react-dom": "^19",
"eslint": "^9",

19
pnpm-lock.yaml generated
View File

@@ -41,6 +41,9 @@ importers:
next:
specifier: 16.2.7
version: 16.2.7(@babel/core@7.29.7)(@opentelemetry/api@1.9.1)(react-dom@19.2.4(react@19.2.4))(react@19.2.4)
nodemailer:
specifier: ^8.0.10
version: 8.0.10
playwright-core:
specifier: ^1.60.0
version: 1.60.0
@@ -75,6 +78,9 @@ importers:
'@types/node':
specifier: ^20
version: 20.19.41
'@types/nodemailer':
specifier: ^8.0.0
version: 8.0.0
'@types/react':
specifier: ^19
version: 19.2.16
@@ -1758,6 +1764,9 @@ packages:
'@types/node@20.19.41':
resolution: {integrity: sha512-ECymXOukMnOoVkC2bb1Vc/w/836DXncOg5m8Xj1RH7xSHZJWNYY6Zh7EH477vcnD5egKNNfy2RpNOmuChhFPgQ==}
'@types/nodemailer@8.0.0':
resolution: {integrity: sha512-fyf8jWULsCo0d0BuoQ75i6IeoHs47qcqxWc7yUdUcV0pOZGjUTTOvwdG1PRXUDqN/8A64yQdQdnA2pZgcdi+cA==}
'@types/react-dom@19.2.3':
resolution: {integrity: sha512-jp2L/eY6fn+KgVVQAOqYItbF0VY/YApe5Mz2F0aykSO8gx31bYCZyvSeYxCHKvzHG5eZjc+zyaS5BrBWya2+kQ==}
peerDependencies:
@@ -3523,6 +3532,10 @@ packages:
resolution: {integrity: sha512-Uzmd6LXpouKo8EUK68IjH4+E01w/hXyV3R3g/geCJo+rXLNfh1xucB+LOzYEOQPSiUK3h/xZf0cQGcSsmyL2Og==}
engines: {node: '>=18'}
nodemailer@8.0.10:
resolution: {integrity: sha512-BLFuSth7QtHOkBzyqTehWWyub0NTRDuK2Q2SQfnGLsrJnzyU+Yeh4WpV1eZGuARFj1xQJHIdnTuJZLP+b9R1GQ==}
engines: {node: '>=6.0.0'}
npm-run-path@4.0.1:
resolution: {integrity: sha512-S48WzZW777zhNIrn7gxOlISNAqi9ZC/uQFnRdbeIHhZhCA6UqpkOT8T1G7BvfdgP4Er8gF4sUbaS0i7QvIfCWw==}
engines: {node: '>=8'}
@@ -5941,6 +5954,10 @@ snapshots:
dependencies:
undici-types: 6.21.0
'@types/nodemailer@8.0.0':
dependencies:
'@types/node': 20.19.41
'@types/react-dom@19.2.3(@types/react@19.2.16)':
dependencies:
'@types/react': 19.2.16
@@ -7733,6 +7750,8 @@ snapshots:
node-releases@2.0.47: {}
nodemailer@8.0.10: {}
npm-run-path@4.0.1:
dependencies:
path-key: 3.1.1

View File

@@ -8,15 +8,19 @@ import {
auditSummarySchema,
qualityReviewSchema,
publicAuditTextSchema,
auditClassificationSchema,
internalFindingsSchema,
auditGenerationResultSchema,
type CallScript,
type EmailDraft,
type EmailSubject,
type FollowUpDraft,
type AuditSummary,
type PublicAuditText,
type AuditClassification,
type QualityReview,
type InternalFindings,
type AuditGenerationResult,
} from "../lib/ai/schemas";
test("internal findings schema accepts task-focused evidence", () => {
@@ -35,6 +39,270 @@ test("internal findings schema accepts task-focused evidence", () => {
assert.equal(parsed.findings[0].section, "UX");
});
test("audit generation result schema accepts v3 findings and aggregate outreach fields", () => {
const parsed = auditGenerationResultSchema.parse({
findings: [
{
skill_id: "contact-conversion",
observation: "Die Telefonnummer ist mobil erst nach langem Scrollen sichtbar.",
customer_benefit: "Ein sichtbarer Kontaktweg senkt Reibung und erhöht Anfragen.",
public_phrasing:
"Mir ist aufgefallen, dass der Kontaktweg am Smartphone noch schneller erreichbar sein könnte.",
severity: 3,
evidence: "screenshot_mobile",
applies: true,
},
],
usedSkills: ["contact-conversion", "mobile-usability"],
publicAuditText:
"Mir ist aufgefallen, dass der Kontaktweg am Smartphone noch schneller erreichbar sein könnte.",
finalSummary: "Hohe Priorität: mobile Kontaktaufnahme sichtbarer machen.",
emailSubject: "Kurzer Blick auf euren Webauftritt",
emailBody: "Hallo, ich habe mir eure Website angesehen...",
phoneScript: "Ich habe mir kurz eure mobile Kontaktstrecke angesehen.",
ctaType: "anruf",
});
assert.equal(parsed.findings[0].skill_id, "contact-conversion");
assert.equal(parsed.findings[0].severity, 3);
assert.equal(parsed.findings[0].applies, true);
assert.deepEqual(parsed.usedSkills, ["contact-conversion", "mobile-usability"]);
});
test("audit classification schema accepts v3 findings and required used skills", () => {
const parsed = auditClassificationSchema.parse({
findings: [
{
skill_id: "contact-conversion",
observation: "Die Telefonnummer ist mobil erst nach langem Scrollen sichtbar.",
customer_benefit: "Ein sichtbarer Kontaktweg senkt Reibung und erhöht Anfragen.",
public_phrasing:
"Mir ist aufgefallen, dass der Kontaktweg am Smartphone noch schneller erreichbar sein könnte.",
severity: 3,
evidence: "screenshot_mobile",
applies: true,
},
],
summary: "Kontaktaufnahme hat die höchste Priorität.",
usedSkills: ["contact-conversion"],
});
assert.equal(parsed.findings[0].skill_id, "contact-conversion");
assert.deepEqual(parsed.usedSkills, ["contact-conversion"]);
});
test("structured output schemas avoid optional top-level fields for OpenAI strict mode", () => {
const classificationPayload = {
findings: [
{
skill_id: "contact-conversion",
observation: "Die Telefonnummer ist mobil erst nach langem Scrollen sichtbar.",
customer_benefit: "Ein sichtbarer Kontaktweg senkt Reibung und erhöht Anfragen.",
public_phrasing:
"Mir ist aufgefallen, dass der Kontaktweg am Smartphone noch schneller erreichbar sein könnte.",
severity: 3,
evidence: "screenshot_mobile",
applies: true,
},
],
summary: "Kontaktaufnahme hat die höchste Priorität.",
} as const;
assert.throws(
() => auditClassificationSchema.parse(classificationPayload),
/usedSkills|invalid|required/i,
);
assert.equal(
auditClassificationSchema.parse({
...classificationPayload,
usedSkills: null,
}).usedSkills,
null,
);
assert.throws(
() =>
followUpDraftSchema.parse({
message: "Kurzer Follow-up-Hinweis für nächste Woche.",
}),
/followInDays|goals|invalid|required/i,
);
const followParsed = followUpDraftSchema.parse({
message: "Kurzer Follow-up-Hinweis für nächste Woche.",
followInDays: null,
goals: null,
});
assert.equal(followParsed.followInDays, null);
assert.equal(followParsed.goals, null);
assert.throws(
() =>
qualityReviewSchema.parse({
isValid: true,
issues: [],
suggestions: [],
}),
/notes|invalid|required/i,
);
assert.equal(
qualityReviewSchema.parse({
isValid: true,
issues: [],
suggestions: [],
notes: null,
}).notes,
null,
);
});
test("audit classification schema rejects legacy-only finding payloads", () => {
assert.throws(
() =>
auditClassificationSchema.parse({
findings: [
{
section: "UX",
finding: "Landingpage is not responsive on mobile viewport.",
suggestion: "Add responsive breakpoints for cards and typography.",
},
],
summary: "Legacy payload.",
}),
/invalid|expected|required/i,
);
});
test("v3 finding severity only accepts internal priority levels 1 through 3", () => {
assert.throws(
() =>
auditGenerationResultSchema.parse({
findings: [
{
skill_id: "visual-design",
observation: "Kontrast ist gering.",
customer_benefit: "Bessere Lesbarkeit stärkt den ersten Eindruck.",
public_phrasing: "Ein staerkerer Kontrast wuerde die Lesbarkeit verbessern.",
severity: 4,
evidence: "screenshot_desktop",
applies: true,
},
],
usedSkills: ["visual-design"],
publicAuditText: "Ein staerkerer Kontrast wuerde die Lesbarkeit verbessern.",
finalSummary: "Kontrast priorisieren.",
emailSubject: "Kurzer Website-Hinweis",
emailBody: "Hallo...",
phoneScript: "Kurzer Gespraechseinstieg.",
ctaType: "anruf",
}),
/invalid input/i,
);
});
test("audit generation result schema rejects blank text fields and empty collections", () => {
const validPayload = {
findings: [
{
skill_id: "contact-conversion",
observation: "Die Telefonnummer ist mobil erst nach langem Scrollen sichtbar.",
customer_benefit: "Ein sichtbarer Kontaktweg senkt Reibung und erhöht Anfragen.",
public_phrasing:
"Mir ist aufgefallen, dass der Kontaktweg am Smartphone noch schneller erreichbar sein könnte.",
severity: 2,
evidence: "screenshot_mobile",
applies: true,
},
],
usedSkills: ["contact-conversion"],
publicAuditText:
"Mir ist aufgefallen, dass der Kontaktweg am Smartphone noch schneller erreichbar sein könnte.",
finalSummary: "Mobile Kontaktaufnahme sichtbarer machen.",
emailSubject: "Kurzer Blick auf euren Webauftritt",
emailBody: "Hallo, ich habe mir eure Website angesehen...",
phoneScript: "Ich habe mir kurz eure mobile Kontaktstrecke angesehen.",
ctaType: "termin",
};
assert.throws(
() =>
auditGenerationResultSchema.parse({
...validPayload,
publicAuditText: " ",
}),
/too small|invalid/i,
);
assert.throws(
() =>
auditGenerationResultSchema.parse({
...validPayload,
findings: [],
}),
/too small|invalid/i,
);
assert.throws(
() =>
auditGenerationResultSchema.parse({
...validPayload,
usedSkills: [],
}),
/too small|invalid/i,
);
assert.throws(
() =>
auditGenerationResultSchema.parse({
...validPayload,
findings: [
{
...validPayload.findings[0],
observation: "",
},
],
}),
/too small|invalid/i,
);
});
test("audit generation result schema only accepts documented cta types", () => {
const basePayload = {
findings: [
{
skill_id: "visual-design",
observation: "Die Schrift ist mobil klein.",
customer_benefit: "Lesbare Inhalte halten Besucher laenger auf der Seite.",
public_phrasing: "Die mobile Schrift koennte an einigen Stellen lesbarer sein.",
severity: 1,
evidence: "screenshot_mobile",
applies: true,
},
],
usedSkills: ["visual-design"],
publicAuditText: "Die mobile Schrift koennte an einigen Stellen lesbarer sein.",
finalSummary: "Mobile Lesbarkeit verbessern.",
emailSubject: "Kurzer Website-Hinweis",
emailBody: "Hallo...",
phoneScript: "Kurzer Gespraechseinstieg.",
};
for (const ctaType of ["anruf", "termin", "rueckruf"] as const) {
assert.equal(
auditGenerationResultSchema.parse({
...basePayload,
ctaType,
}).ctaType,
ctaType,
);
}
assert.throws(
() =>
auditGenerationResultSchema.parse({
...basePayload,
ctaType: "angebot",
}),
/invalid/i,
);
});
test("audit summary and public text schemas remain intentionally lightweight", () => {
const summaryParsed = auditSummarySchema.parse({
summary: "Kurze Zusammenfassung mit den wichtigsten Verbesserungen.",
@@ -72,6 +340,7 @@ test("outreach schemas parse German customer-facing payloads", () => {
isValid: true,
issues: [],
suggestions: ["Mehr Kundennutzen konkret beschreiben."],
notes: null,
});
assert.equal(typeof emailDraftParsed.body, "string");
@@ -118,12 +387,52 @@ test("schema-inferred types are exported for Convex action wiring", () => {
const typedFollowUp: FollowUpDraft = {
message: "Kurzes Follow-up ohne harte Floskel.",
followInDays: null,
goals: null,
};
const typedQuality: QualityReview = {
isValid: true,
issues: [],
suggestions: [],
notes: null,
};
const typedAuditGeneration: AuditGenerationResult = {
findings: [
{
skill_id: "visual-design",
observation: "Schrift ist mobil klein.",
customer_benefit: "Lesbare Inhalte halten Besucher laenger auf der Seite.",
public_phrasing: "Die mobile Schrift koennte an einigen Stellen lesbarer sein.",
severity: 2,
evidence: "screenshot_mobile",
applies: true,
},
],
usedSkills: ["visual-design"],
publicAuditText: "Die mobile Schrift koennte an einigen Stellen lesbarer sein.",
finalSummary: "Mobile Lesbarkeit verbessern.",
emailSubject: "Kurzer Website-Hinweis",
emailBody: "Hallo...",
phoneScript: "Kurzer Gespraechseinstieg.",
ctaType: "anruf",
};
const typedClassification: AuditClassification = {
findings: [
{
skill_id: "contact-conversion",
observation: "Kontakt ist mobil spaet sichtbar.",
customer_benefit: "Schneller Kontakt senkt Reibung.",
public_phrasing: "Der Kontaktweg koennte mobil schneller sichtbar sein.",
severity: 2,
evidence: "screenshot_mobile",
applies: true,
},
],
summary: "Kontaktweg priorisieren.",
usedSkills: ["contact-conversion"],
};
assert.equal(typedFindings.findings.length, 1);
@@ -134,4 +443,6 @@ test("schema-inferred types are exported for Convex action wiring", () => {
assert.equal(typedCall.callScript.length, 1);
assert.equal(typedFollowUp.message.length > 0, true);
assert.equal(typedQuality.isValid, true);
assert.equal(typedAuditGeneration.usedSkills.length, 1);
assert.equal(typedClassification.findings.length, 1);
});

View File

@@ -0,0 +1,82 @@
import assert from "node:assert/strict";
import { existsSync, readFileSync } from "node:fs";
import { join } from "node:path";
import test from "node:test";
function source(path: string) {
return readFileSync(join(process.cwd(), ...path.split("/")), "utf8");
}
test("Rybbit tracking is mounted only in public audit presentation", () => {
const publicAuditSource = source("components/public-audit/public-audit-page.tsx");
const dashboardLayoutSource = source("app/dashboard/layout.tsx");
const dashboardAnalyticsSource = source("app/dashboard/analytics/page.tsx");
assert.match(publicAuditSource, /RybbitTracking/);
assert.match(publicAuditSource, /TrackedPublicAuditLink/);
assert.doesNotMatch(dashboardLayoutSource, /RybbitTracking|rybbit/i);
assert.doesNotMatch(dashboardAnalyticsSource, /next\/script|RybbitTracking/);
});
test("internal Rybbit route fetches audit analytics on demand with graceful errors", () => {
const routePath = "app/api/internal/rybbit/audit/route.ts";
assert.equal(existsSync(join(process.cwd(), ...routePath.split("/"))), true);
const routeSource = source(routePath);
assert.match(routeSource, /export async function GET/);
assert.match(routeSource, /fetchRybbitAuditAnalytics/);
assert.match(routeSource, /RYBBIT_API_KEY/);
assert.match(routeSource, /return Response\.json\(\{ ok: false/);
});
test("campaign metrics query exposes lightweight funnel and run metrics", () => {
const metricsSource = source("convex/campaignMetrics.ts");
assert.match(metricsSource, /export const getDashboard = query/);
for (const label of [
"foundLeads",
"leadsWithContact",
"missingContact",
"auditsCreated",
"approvalsOpen",
"emailsSent",
"followUpsPlanned",
"followUpsSent",
"responses",
"conversations",
"offers",
"wins",
"losses",
"skippedDuplicates",
"skippedBlacklisted",
]) {
assert.match(metricsSource, new RegExp(label));
}
assert.match(metricsSource, /auditSegments/);
assert.match(metricsSource, /campaignName/);
assert.match(metricsSource, /region/);
});
test("analytics dashboard renders filters, Convex metrics, and Rybbit error states", () => {
const pageSource = source("app/dashboard/analytics/page.tsx");
const componentSource = source("components/analytics/analytics-dashboard.tsx");
assert.doesNotMatch(pageSource, /DashboardPlaceholderPage/);
assert.match(pageSource, /AnalyticsDashboard/);
assert.match(componentSource, /api\.campaignMetrics\.getDashboard/);
assert.match(componentSource, /\/api\/internal\/rybbit\/campaign/);
assert.match(componentSource, /Kampagne/);
assert.match(componentSource, /Nische/);
assert.match(componentSource, /PLZ/);
assert.match(componentSource, /Radius/);
assert.match(componentSource, /Priorität/);
assert.match(componentSource, /Status/);
assert.match(componentSource, /Zeitraum/);
assert.match(componentSource, /Rybbit-Daten konnten nicht geladen werden/);
assert.match(componentSource, /Audit-Öffnungen/);
assert.match(componentSource, /CTA-Klicks/);
assert.match(componentSource, /rybbitGroups/);
assert.match(componentSource, /Kampagne/);
assert.match(componentSource, /Nische/);
assert.match(componentSource, /Region/);
});

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