webdev-pipeline/convex/leads.ts

import { v } from "convex/values";

import { normalizeListLimit } from "./domain";
import { mutation, query } from "./_generated/server";

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()),
    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"),
      ),
    ),
    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"),
      ),
    ),
    notes: v.optional(v.string()),
  },
  handler: async (ctx, args) => {
    const now = Date.now();

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

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

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

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

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

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

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

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

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

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

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