402 lines
12 KiB
TypeScript
402 lines
12 KiB
TypeScript
import { v } from "convex/values";
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import { getUsableContactEmailFromEntries } from "../lib/lead-discovery-google";
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import { normalizeListLimit } from "./domain";
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import type { Doc, Id } from "./_generated/dataModel";
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import { mutation, query } from "./_generated/server";
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type LeadDoc = Doc<"leads">;
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type LeadReviewContactPatch = {
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email: string;
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normalizedEmail: string;
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emailSource?: string;
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contactPerson?: string;
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};
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type BuildReviewContactPatchResult = {
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patch?: LeadReviewContactPatch;
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setContactStatus?: LeadDoc["contactStatus"];
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};
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type LeadReviewPatch = {
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updatedAt: number;
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priority?: LeadDoc["priority"];
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priorityReason?: string;
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contactStatus?: LeadDoc["contactStatus"];
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contactStatusReason?: string;
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notes?: string;
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duplicateStatus?: LeadDoc["duplicateStatus"];
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duplicateReason?: string;
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duplicateOfLeadId?: Id<"leads">;
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blacklistStatus?: LeadDoc["blacklistStatus"];
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blacklistReason?: string;
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email?: string;
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normalizedEmail?: string;
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emailSource?: string;
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contactPerson?: string;
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};
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function buildReviewContactPatch(args: {
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email?: string;
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emailSource?: string;
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contactPerson?: string;
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isBusinessContactAddress?: boolean;
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explicitContactStatus?: boolean;
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currentContactStatus?: "new" | "missing_contact" | "audit_ready" | "outreach_ready" | "contacted" | "replied" | "do_not_contact";
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}): BuildReviewContactPatchResult | null {
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if (args.email === undefined) {
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return null;
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}
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const usable = getUsableContactEmailFromEntries([
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{
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email: args.email,
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emailSource: args.emailSource,
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contactPerson: args.contactPerson,
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isBusinessContactAddress: args.isBusinessContactAddress,
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},
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]);
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if (!usable) {
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return {
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setContactStatus: "missing_contact",
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};
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}
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const patch: LeadReviewContactPatch = {
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email: usable.email,
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normalizedEmail: usable.email,
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};
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if (usable.emailSource !== null) {
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patch.emailSource = usable.emailSource;
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}
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if (usable.contactPerson !== null) {
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patch.contactPerson = usable.contactPerson;
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}
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const setContactStatus =
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!args.explicitContactStatus && args.currentContactStatus === "missing_contact"
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? "new"
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: undefined;
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return ({
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patch,
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setContactStatus,
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});
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}
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export const create = mutation({
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args: {
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campaignId: v.optional(v.id("campaigns")),
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discoveryRunId: v.optional(v.id("agentRuns")),
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companyName: v.string(),
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niche: v.optional(v.string()),
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address: v.optional(v.string()),
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city: v.optional(v.string()),
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postalCode: v.optional(v.string()),
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googlePlaceId: v.optional(v.string()),
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googleMapsUrl: v.optional(v.string()),
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googlePrimaryType: v.optional(v.string()),
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googleTypes: v.optional(v.array(v.string())),
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googleRating: v.optional(v.number()),
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googleUserRatingCount: v.optional(v.number()),
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googleBusinessStatus: v.optional(v.string()),
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sourceProvider: v.optional(v.literal("google_places")),
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sourceFetchedAt: v.optional(v.number()),
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websiteUrl: v.optional(v.string()),
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websiteDomain: v.optional(v.string()),
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phone: v.optional(v.string()),
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normalizedEmail: v.optional(v.string()),
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normalizedPhone: v.optional(v.string()),
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normalizedCompanyName: v.optional(v.string()),
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normalizedAddress: v.optional(v.string()),
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email: v.optional(v.string()),
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emailSource: v.optional(v.string()),
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contactPerson: v.optional(v.string()),
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priority: v.optional(
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v.union(
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v.literal("high"),
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v.literal("medium"),
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v.literal("low"),
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v.literal("defer"),
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v.literal("blocked"),
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),
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),
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priorityReason: v.optional(v.string()),
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contactStatus: v.optional(
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v.union(
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v.literal("new"),
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v.literal("missing_contact"),
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v.literal("audit_ready"),
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v.literal("outreach_ready"),
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v.literal("contacted"),
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v.literal("replied"),
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v.literal("do_not_contact"),
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),
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),
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contactStatusReason: v.optional(v.string()),
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duplicateStatus: v.optional(
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v.union(
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v.literal("unchecked"),
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v.literal("unique"),
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v.literal("possible_duplicate"),
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v.literal("duplicate"),
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),
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),
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duplicateReason: v.optional(v.string()),
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blacklistReason: v.optional(v.string()),
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duplicateOfLeadId: v.optional(v.id("leads")),
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blacklistStatus: v.optional(v.union(v.literal("clear"), v.literal("blocked"))),
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normalizedGooglePlaceId: v.optional(v.string()),
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notes: v.optional(v.string()),
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},
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handler: async (ctx, args) => {
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const now = Date.now();
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return await ctx.db.insert("leads", {
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...args,
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normalizedEmail: args.normalizedEmail,
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normalizedPhone: args.normalizedPhone,
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normalizedCompanyName: args.normalizedCompanyName,
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normalizedAddress: args.normalizedAddress,
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normalizedGooglePlaceId: args.normalizedGooglePlaceId,
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priority: args.priority ?? "medium",
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contactStatus: args.contactStatus ?? "new",
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duplicateStatus: args.duplicateStatus ?? "unchecked",
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blacklistStatus: args.blacklistStatus ?? "clear",
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createdAt: now,
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updatedAt: now,
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});
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},
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});
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export const reviewUpdate = mutation({
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args: {
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id: v.id("leads"),
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priority: v.optional(
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v.union(
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v.literal("high"),
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v.literal("medium"),
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v.literal("low"),
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v.literal("defer"),
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v.literal("blocked"),
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),
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),
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priorityReason: v.optional(v.string()),
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contactStatus: v.optional(
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v.union(
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v.literal("new"),
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v.literal("missing_contact"),
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v.literal("audit_ready"),
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v.literal("outreach_ready"),
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v.literal("contacted"),
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v.literal("replied"),
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v.literal("do_not_contact"),
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),
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),
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contactStatusReason: v.optional(v.string()),
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notes: v.optional(v.string()),
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duplicateStatus: v.optional(
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v.union(
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v.literal("unchecked"),
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v.literal("unique"),
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v.literal("possible_duplicate"),
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v.literal("duplicate"),
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),
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),
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duplicateReason: v.optional(v.string()),
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blacklistStatus: v.optional(v.union(v.literal("clear"), v.literal("blocked"))),
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blacklistReason: v.optional(v.string()),
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duplicateOfLeadId: v.optional(v.id("leads")),
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applyBlacklist: v.optional(v.boolean()),
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reviewEmail: v.optional(v.string()),
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reviewEmailSource: v.optional(v.string()),
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reviewContactPerson: v.optional(v.string()),
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reviewIsBusinessContactAddress: v.optional(v.boolean()),
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},
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handler: async (ctx, args) => {
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const lead = await ctx.db.get(args.id);
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if (!lead) {
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return null;
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}
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const now = Date.now();
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const patch: LeadReviewPatch = {
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updatedAt: now,
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};
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if (args.priority !== undefined) {
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patch.priority = args.priority;
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}
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if (args.priorityReason !== undefined) {
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patch.priorityReason = args.priorityReason;
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}
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if (args.contactStatus !== undefined) {
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patch.contactStatus = args.contactStatus;
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}
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if (args.contactStatusReason !== undefined) {
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patch.contactStatusReason = args.contactStatusReason;
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}
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if (args.notes !== undefined) {
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patch.notes = args.notes;
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}
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if (args.duplicateStatus !== undefined) {
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patch.duplicateStatus = args.duplicateStatus;
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}
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if (args.duplicateReason !== undefined) {
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patch.duplicateReason = args.duplicateReason;
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}
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if (args.duplicateOfLeadId !== undefined) {
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patch.duplicateOfLeadId = args.duplicateOfLeadId;
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}
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if (args.applyBlacklist) {
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patch.blacklistStatus = "blocked";
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if (args.blacklistReason !== undefined) {
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patch.blacklistReason = args.blacklistReason;
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} else if (lead.blacklistReason === undefined) {
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patch.blacklistReason = "Manuell in der Review als Sperrgrund gesetzt.";
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}
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if (args.priority === undefined || args.priority !== "blocked") {
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patch.priority = "blocked";
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}
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} else if (args.applyBlacklist === false && args.blacklistStatus !== undefined) {
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patch.blacklistStatus = args.blacklistStatus;
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patch.blacklistReason = args.blacklistReason;
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} else if (args.blacklistStatus !== undefined) {
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patch.blacklistStatus = args.blacklistStatus;
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patch.blacklistReason = args.blacklistReason;
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}
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const reviewContactPatch = buildReviewContactPatch({
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email: args.reviewEmail,
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emailSource: args.reviewEmailSource,
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contactPerson: args.reviewContactPerson,
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isBusinessContactAddress: args.reviewIsBusinessContactAddress,
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explicitContactStatus: args.contactStatus !== undefined,
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currentContactStatus: lead.contactStatus,
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});
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if (reviewContactPatch?.patch) {
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Object.assign(patch, reviewContactPatch.patch);
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}
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if (
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reviewContactPatch !== null &&
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reviewContactPatch.setContactStatus !== undefined &&
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args.contactStatus === undefined
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) {
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patch.contactStatus = reviewContactPatch.setContactStatus;
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}
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if (args.blacklistReason !== undefined && patch.blacklistStatus === undefined) {
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patch.blacklistStatus = "blocked";
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patch.blacklistReason = args.blacklistReason;
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}
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await ctx.db.patch(args.id, patch);
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return args.id;
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},
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});
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export const get = query({
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args: { id: v.id("leads") },
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handler: async (ctx, args) => {
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return await ctx.db.get(args.id);
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},
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});
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export const list = query({
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args: {
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campaignId: v.optional(v.id("campaigns")),
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contactStatus: v.optional(
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v.union(
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v.literal("new"),
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v.literal("missing_contact"),
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v.literal("audit_ready"),
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v.literal("outreach_ready"),
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v.literal("contacted"),
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v.literal("replied"),
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v.literal("do_not_contact"),
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),
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),
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limit: v.optional(v.number()),
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},
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handler: async (ctx, args) => {
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const limit = normalizeListLimit(args.limit);
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if (args.campaignId) {
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const campaignId = args.campaignId;
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return await ctx.db
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.query("leads")
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.withIndex("by_campaignId", (q) => q.eq("campaignId", campaignId))
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.order("desc")
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.take(limit);
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}
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if (args.contactStatus) {
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const contactStatus = args.contactStatus;
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return await ctx.db
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.query("leads")
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.withIndex("by_contactStatus", (q) =>
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q.eq("contactStatus", contactStatus),
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)
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.order("desc")
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.take(limit);
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}
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return await ctx.db.query("leads").order("desc").take(limit);
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},
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});
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export const listFunnel = query({
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args: {
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limit: v.optional(v.number()),
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},
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handler: async (ctx, args) => {
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const limit = normalizeListLimit(args.limit);
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const leads = await ctx.db.query("leads").order("desc").take(limit);
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return await Promise.all(
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leads.map(async (lead) => {
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const outreach = await ctx.db
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.query("outreachRecords")
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.withIndex("by_leadId", (q) => q.eq("leadId", lead._id))
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.order("desc")
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.take(1);
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const latestOutreach = outreach[0] ?? null;
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return {
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id: lead._id,
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companyName: lead.companyName,
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niche: lead.niche ?? null,
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address: lead.address ?? null,
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city: lead.city ?? null,
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postalCode: lead.postalCode ?? null,
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priority: lead.priority,
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contactStatus: lead.contactStatus,
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blacklistStatus: lead.blacklistStatus,
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email: lead.email ?? null,
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phone: lead.phone ?? null,
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contactPerson: lead.contactPerson ?? null,
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websiteDomain: lead.websiteDomain ?? null,
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outreach: latestOutreach
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? {
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approvalStatus: latestOutreach.approvalStatus,
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sendStatus: latestOutreach.sendStatus,
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responseStatus: latestOutreach.responseStatus,
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salesStatus: latestOutreach.salesStatus,
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}
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: null,
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};
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}),
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);
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},
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});
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