Suspects: Vorstufe der Leads als Tabelle
Neuer Menüpunkt über Leads mit Unterpunkt Archiv. - Tabelle Name, Funktion, Unternehmen, LinkedIn, Website, Notiz, Letzter Kontakt, Nächster Impuls; leere Zeile unten, speichert beim Verlassen. Links als Symbol mit URL im Tooltip. - Nächster Impuls: Tage eingeben, Erinnerung über den ReminderWatcher - Archivieren, Zurückholen, endgültig löschen (nur aus dem Archiv) - Lead erstellen öffnet die Lead-Karte vorbelegt (LeadModal.initial), danach wandert der Suspect mit lead_id ins Archiv Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
schakal00783
co-authored by
Claude Opus 5.5
Claude Opus 5.5
parent
e0f6ef06cd
commit
6a452f1510
@@ -1,6 +1,6 @@
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import React, { useCallback, useEffect, useState } from 'react';
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import { formatStamp, type Lead } from '../../types';
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import { leadsApi } from '../../lib/api';
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import { formatDate, formatStamp, type Lead } from '../../types';
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import { leadsApi, suspectsApi, type Suspect } from '../../lib/api';
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import { Modal } from '../ui/Modal';
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import { Avatar } from '../ui/Avatar';
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import { PrimaryButton, SecondaryButton } from '../ui/form';
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@@ -8,15 +8,17 @@ import { useNavigation } from '../../lib/navigation';
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import { useToast } from '../Toast';
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/*
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* Erinnerungen an Leads.
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* Erinnerungen an Leads und Suspects.
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*
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* Zwei Faelle, beide als Pop-up:
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* Drei Faelle, alle als Pop-up:
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*
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* faellig eine gesetzte Erinnerung ist erreicht ("in 2 Tagen anrufen")
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* faellig eine gesetzte Lead-Erinnerung ist erreicht ("in 2 Tagen anrufen")
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* alt ein Lead wurde einen Monat lang nicht angefasst; dann fragt das
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* CRM, ob er archiviert werden soll. Wird er das nicht, laeuft die
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* Frist von vorn - das erledigt der Server, indem das Quittieren
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* `last_contact_at` auf jetzt setzt.
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* suspect der "naechste Impuls" eines Suspects ist erreicht: die Person
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* erneut ansprechen. "Erledigt" setzt Letzter Kontakt auf heute.
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*
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* Abgefragt wird beim Anmelden und danach stuendlich. Oefter waere sinnlos:
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* die Fristen sind Tage, nicht Minuten.
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@@ -24,23 +26,29 @@ import { useToast } from '../Toast';
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const POLL_MS = 60 * 60 * 1000;
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type Item = { kind: 'due' | 'stale'; lead: Lead } | { kind: 'suspect'; suspect: Suspect };
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export const ReminderWatcher: React.FC<{ onChanged: () => void }> = ({ onChanged }) => {
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const { toast } = useToast();
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const { open } = useNavigation();
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const [queue, setQueue] = useState<Array<{ lead: Lead; kind: 'due' | 'stale' }>>([]);
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const { open, setView } = useNavigation();
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const [queue, setQueue] = useState<Item[]>([]);
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const [staleDays, setStaleDays] = useState(30);
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const check = useCallback(async () => {
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try {
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const result = await leadsApi.reminders();
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setStaleDays(result.stale_days);
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setQueue([
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...result.due.map((lead) => ({ lead, kind: 'due' as const })),
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...result.stale.map((lead) => ({ lead, kind: 'stale' as const })),
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]);
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} catch {
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/* Kein Netz oder abgelaufene Sitzung - beim naechsten Durchlauf erneut. */
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// Beide Abfragen unabhaengig: faellt eine aus, kommt die andere trotzdem.
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const [leads, suspects] = await Promise.allSettled([leadsApi.reminders(), suspectsApi.reminders()]);
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const items: Item[] = [];
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if (leads.status === 'fulfilled') {
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setStaleDays(leads.value.stale_days);
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items.push(
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...leads.value.due.map((lead) => ({ lead, kind: 'due' as const })),
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...leads.value.stale.map((lead) => ({ lead, kind: 'stale' as const }))
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);
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}
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if (suspects.status === 'fulfilled') {
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items.push(...suspects.value.due.map((suspect) => ({ suspect, kind: 'suspect' as const })));
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}
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setQueue(items);
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}, []);
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useEffect(() => {
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@@ -52,8 +60,73 @@ export const ReminderWatcher: React.FC<{ onChanged: () => void }> = ({ onChanged
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const current = queue[0];
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if (!current) return null;
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const { lead, kind } = current;
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const next = () => setQueue((list) => list.slice(1));
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const subtitle = queue.length > 1 ? `${queue.length} offene Erinnerungen` : undefined;
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if (current.kind === 'suspect') {
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const { suspect } = current;
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const acknowledgeSuspect = async (snoozeDays?: number) => {
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try {
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await suspectsApi.acknowledge(suspect.id, snoozeDays);
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toast(snoozeDays ? `Erinnerung um ${snoozeDays} Tag(e) verschoben.` : 'Als kontaktiert vermerkt.', 'success');
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} catch (err) {
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toast(err instanceof Error ? err.message : 'Speichern fehlgeschlagen.', 'error');
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} finally {
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next();
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onChanged();
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}
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};
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return (
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<Modal
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open
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size="sm"
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onClose={next}
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title="Nächster Impuls"
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subtitle={subtitle}
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footer={
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<>
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<SecondaryButton type="button" onClick={() => void acknowledgeSuspect(7)}>
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In 7 Tagen erneut
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</SecondaryButton>
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<PrimaryButton type="button" onClick={() => void acknowledgeSuspect()}>
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Kontakt aufgenommen
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</PrimaryButton>
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</>
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}
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>
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<p className="text-sm text-ink-800">
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Zeit, <strong>{suspect.name}</strong> erneut anzusprechen.
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</p>
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<div className="mt-4 space-y-1 rounded-lg border border-ink-200 p-3 text-sm text-ink-700">
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{(suspect.role || suspect.company) && (
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<p>{[suspect.role, suspect.company].filter(Boolean).join(' · ')}</p>
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)}
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{suspect.linkedin && (
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<a href={suspect.linkedin} target="_blank" rel="noopener noreferrer" className="block text-brand-700 hover:underline">
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LinkedIn-Profil öffnen ↗
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</a>
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)}
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{suspect.notes && <p className="text-xs text-ink-500">{suspect.notes}</p>}
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<p className="text-xs text-ink-400">
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Letzter Kontakt: {suspect.last_contact_on ? formatDate(suspect.last_contact_on) : 'noch keiner'}
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</p>
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</div>
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<button
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type="button"
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onClick={() => {
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next();
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setView('Suspects');
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}}
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className="mt-3 text-sm font-medium text-brand-700 hover:underline"
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>
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Zu den Suspects
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</button>
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</Modal>
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);
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}
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const { lead, kind } = current;
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const acknowledge = async (snoozeDays?: number) => {
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try {
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@@ -88,7 +161,7 @@ export const ReminderWatcher: React.FC<{ onChanged: () => void }> = ({ onChanged
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size="sm"
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onClose={() => void acknowledge()}
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title={kind === 'due' ? 'Erinnerung' : 'Lead liegt lange still'}
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subtitle={queue.length > 1 ? `${queue.length} offene Erinnerungen` : undefined}
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subtitle={subtitle}
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footer={
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kind === 'due' ? (
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<>
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