feat(akquise): Mail an Berater bei neuem Projekt
Wird in der Akquise ein Projekt mit Berater angelegt (oder ein Berater beim Bearbeiten hinzugefuegt), bekommt er eine Mail ueber Graph sendMail aus crm@perinco.de; Reply-To ist der eintragende Benutzer. Je Berater abschaltbar unter Einstellungen -> Akquise (Spalte notify, Vorgabe an). Versand laeuft nach der Antwort und kippt das Speichern nie. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
Sascha Wolf
co-authored by
Claude Opus 5.5
Claude Opus 5.5
parent
907b010f3c
commit
eaef454442
@@ -0,0 +1,152 @@
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import { pool } from './db.js';
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import { graphRequest, mailboxPath } from './mail/graph.js';
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import { mailConfigured } from './mail/config.js';
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import { splitConsultants } from './acquisitionRules.js';
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/*
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* Mail an Berater, sobald sie in der Akquise einem Projekt zugeordnet werden.
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*
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* Wer eine Mail bekommt, steht in crm_acquisition_options: Adresse (`email`)
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* und Schalter (`notify`), beides gepflegt unter Einstellungen -> Akquise.
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* Ohne Adresse oder mit ausgeschaltetem Schalter geht nichts heraus.
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*
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* Versendet wird ueber Microsoft Graph aus dem CRM-Postfach (MS_MAILBOX) - die
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* App hat dafuer die Anwendungsberechtigung Mail.Send. Antworten gehen per
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* Reply-To an den Benutzer, der das Projekt eingetragen hat.
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*
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* Der Versand laeuft nach der Antwort an den Browser und darf das Speichern nie
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* scheitern lassen: ein Fehler landet im Log, der Eintrag ist trotzdem da.
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*/
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const PUBLIC_URL = (process.env.CRM_PUBLIC_URL || 'https://crm.perinco.de').replace(/\/+$/, '');
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/** Beschreibung in der Mail kuerzen - der volle Text steht im CRM. */
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const MAX_DESCRIPTION_CHARS = 1500;
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function escapeHtml(value) {
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return String(value)
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.replace(/&/g, '&')
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.replace(/</g, '<')
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.replace(/>/g, '>')
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.replace(/"/g, '"');
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}
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/** "2026-10-21" -> "21.10.2026" */
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function formatDate(value) {
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const match = /^(\d{4})-(\d{2})-(\d{2})/.exec(String(value ?? ''));
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return match ? `${match[3]}.${match[2]}.${match[1]}` : null;
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}
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function formatEuro(value) {
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if (value === null || value === undefined) return null;
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return `${Number(value).toLocaleString('de-DE', { maximumFractionDigits: 2 })} €`;
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}
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/**
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* Namen, die in `after` stehen, aber nicht in `before` - ohne Ruecksicht auf
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* Gross- und Kleinschreibung. Beim Anlegen ist `before` leer.
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*/
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export function addedConsultants(before, after) {
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const known = new Set(splitConsultants(before).map((name) => name.toLowerCase()));
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return splitConsultants(after).filter((name) => !known.has(name.toLowerCase()));
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}
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/** Betreff und HTML-Text der Mail an einen Berater. */
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export function buildMessage(acquisition, consultantName) {
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const period = [formatDate(acquisition.start_date), formatDate(acquisition.end_date)]
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.filter(Boolean)
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.join(' bis ');
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const rows = [
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['Projekt', acquisition.title],
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['Endkunde', acquisition.company],
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['Anbieter', acquisition.provider],
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['Kanal', acquisition.channel],
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['Tagessatz', formatEuro(acquisition.daily_rate)],
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['Projektpreis', formatEuro(acquisition.fixed_price)],
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['Zeitraum', period || null],
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['Laufzeit', acquisition.duration_days ? `${acquisition.duration_days} Tage` : null],
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['Eingetragen von', acquisition.created_by_name],
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].filter(([, value]) => value !== null && value !== undefined && value !== '');
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const table = rows
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.map(
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([label, value]) =>
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`<tr><td style="padding:4px 16px 4px 0;color:#666;vertical-align:top">${escapeHtml(label)}</td>` +
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`<td style="padding:4px 0">${escapeHtml(value)}</td></tr>`
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)
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.join('');
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let description = String(acquisition.description ?? '').trim();
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if (description.length > MAX_DESCRIPTION_CHARS) {
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description = `${description.slice(0, MAX_DESCRIPTION_CHARS).trimEnd()} …`;
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}
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const firstName = String(consultantName).trim().split(/\s+/)[0];
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const html = [
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'<div style="font-family:Segoe UI,Arial,sans-serif;font-size:14px;color:#222">',
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`<p>Hallo ${escapeHtml(firstName)},</p>`,
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'<p>in der Akquise wurde ein neues Projekt eingetragen und dir zugeordnet:</p>',
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`<table style="border-collapse:collapse;font-size:14px">${table}</table>`,
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acquisition.link
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? `<p><a href="${escapeHtml(acquisition.link)}">Zur Ausschreibung</a></p>`
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: '',
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description
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? `<p style="white-space:pre-wrap;border-left:3px solid #ddd;padding-left:12px;color:#444">${escapeHtml(description)}</p>`
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: '',
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`<p><a href="${PUBLIC_URL}/">Im perinco CRM öffnen</a></p>`,
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'<p style="color:#888;font-size:12px">Automatische Nachricht aus dem perinco CRM. ',
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'Die Benachrichtigung lässt sich unter Einstellungen → Akquise je Berater abschalten.</p>',
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'</div>',
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].join('');
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return { subject: `Neues Projekt für dich: ${acquisition.title}`, html };
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}
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/**
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* Mails an die genannten Berater verschicken, soweit sie eine Adresse haben
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* und der Schalter an ist. Wirft nicht - Fehler werden geloggt.
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*/
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export async function notifyConsultants(acquisition, names, actor) {
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try {
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if (!acquisition || names.length === 0) return;
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if (!(await mailConfigured())) {
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console.warn('[Akquise] Berater-Mail übersprungen: M365-Anbindung nicht eingerichtet.');
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return;
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}
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const [options] = await pool.query(
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`SELECT value, email FROM crm_acquisition_options
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WHERE field = 'consultant' AND notify = 1 AND email IS NOT NULL AND email <> ''`
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);
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const byName = new Map(options.map((row) => [row.value.toLowerCase(), row]));
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for (const name of names) {
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const option = byName.get(name.toLowerCase());
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if (!option) continue;
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const { subject, html } = buildMessage(acquisition, option.value);
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const message = {
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subject,
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body: { contentType: 'HTML', content: html },
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toRecipients: [{ emailAddress: { address: option.email, name: option.value } }],
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};
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if (actor?.email) {
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message.replyTo = [{ emailAddress: { address: actor.email, name: actor.name || actor.email } }];
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}
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try {
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await graphRequest(mailboxPath('/sendMail'), {
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method: 'POST',
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body: { message, saveToSentItems: true },
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});
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console.log(`[Akquise] Mail an ${option.email} zu Eintrag ${acquisition.id} verschickt.`);
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} catch (err) {
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console.warn(
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`[Akquise] Mail an ${option.email} zu Eintrag ${acquisition.id} fehlgeschlagen: ${err.message}`
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);
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}
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}
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} catch (err) {
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console.warn(`[Akquise] Berater-Mail fehlgeschlagen: ${err.message}`);
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}
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}
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@@ -299,6 +299,23 @@ async function addConsultantEmail() {
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);
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}
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/*
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* Schalter "Mail bei neuem Projekt" (siehe acquisitionNotify.js). Der
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* Vorgabewert 1 schaltet ihn beim Anlegen der Spalte fuer alle vorhandenen
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* Berater ein - so war es gewuenscht; abschalten geht je Berater.
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*/
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const [notifyColumn] = await pool.query(
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`SELECT 1 FROM INFORMATION_SCHEMA.COLUMNS
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WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'crm_acquisition_options'
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AND COLUMN_NAME = 'notify' LIMIT 1`
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);
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if (!notifyColumn[0]) {
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await pool.query(
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'ALTER TABLE crm_acquisition_options ADD COLUMN notify TINYINT(1) NOT NULL DEFAULT 1 AFTER email'
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);
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console.log('[Akquise] Berater-Mail bei neuem Projekt eingefuehrt - fuer alle Berater an.');
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}
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const flag = 'consultant_email_seeded';
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const [rows] = await pool.query('SELECT value FROM crm_settings WHERE key_name = ? LIMIT 1', [flag]);
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if (rows[0]?.value === 'true') return;
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@@ -18,6 +18,7 @@ import {
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splitConsultants,
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} from '../acquisitionRules.js';
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import { normalizeLink } from '../link.js';
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import { addedConsultants, notifyConsultants } from '../acquisitionNotify.js';
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const router = express.Router();
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router.use(requireAuth);
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@@ -295,11 +296,16 @@ async function purgeOldEntries() {
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/** Alle Auswahllisten als { sender: [...], channel: [...], consultant: [...] }. */
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async function loadOptions() {
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const [rows] = await pool.query(
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'SELECT id, field, value, email FROM crm_acquisition_options ORDER BY field, value'
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'SELECT id, field, value, email, notify FROM crm_acquisition_options ORDER BY field, value'
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);
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const options = { sender: [], channel: [], consultant: [] };
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for (const row of rows) {
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options[row.field].push({ id: row.id, value: row.value, email: row.email ?? null });
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options[row.field].push({
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id: row.id,
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value: row.value,
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email: row.email ?? null,
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notify: Boolean(row.notify),
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});
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}
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return options;
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}
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@@ -477,7 +483,7 @@ router.post('/options', async (req, res, next) => {
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'INSERT INTO crm_acquisition_options (field, value, email, created_by) VALUES (?, ?, ?, ?)',
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[field, value, email.value, req.user.id]
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);
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res.status(201).json({ id: result.insertId, field, value, email: email.value });
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res.status(201).json({ id: result.insertId, field, value, email: email.value, notify: true });
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} catch (err) {
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if (err?.code === 'ER_DUP_ENTRY') {
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return res.status(409).json({ error: 'Dieser Wert steht schon in der Liste.' });
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@@ -498,47 +504,61 @@ router.patch('/options/:id', async (req, res, next) => {
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if (!Number.isInteger(id)) return res.status(400).json({ error: 'Ungültige Options-ID.' });
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/*
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* `value` und `email` sind beide optional: die Einstellungen aendern mal den
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* Namen, mal nur die Adresse. Fehlt `value`, bleibt der Name, wie er ist.
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* `value`, `email` und `notify` sind alle optional: die Einstellungen aendern
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* mal den Namen, mal nur die Adresse oder den Mail-Schalter. Was fehlt, bleibt.
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*/
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const emailGiven = req.body?.email !== undefined;
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const email = emailGiven ? normalizeOptionEmail(req.body.email) : null;
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if (email?.error) return res.status(400).json({ error: email.error });
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const notifyGiven = req.body?.notify !== undefined;
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if (notifyGiven && typeof req.body.notify !== 'boolean') {
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return res.status(400).json({ error: 'Der Mail-Schalter muss an oder aus sein.' });
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}
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const valueGiven = req.body?.value !== undefined;
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const requested = valueGiven ? emptyToNull(req.body.value) : null;
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if (valueGiven && !requested) return res.status(400).json({ error: 'Ein Wert ist erforderlich.' });
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if (!valueGiven && !emailGiven) return res.status(400).json({ error: 'Nichts zu ändern.' });
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if (!valueGiven && !emailGiven && !notifyGiven) {
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return res.status(400).json({ error: 'Nichts zu ändern.' });
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}
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const conn = await pool.getConnection();
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try {
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const [rows] = await conn.query(
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'SELECT field, value, email FROM crm_acquisition_options WHERE id = ? LIMIT 1',
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'SELECT field, value, email, notify FROM crm_acquisition_options WHERE id = ? LIMIT 1',
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[id]
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);
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const existing = rows[0];
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if (!existing) return res.status(404).json({ error: 'Eintrag der Liste nicht gefunden.' });
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if (emailGiven && existing.field !== 'consultant') {
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return res.status(400).json({ error: 'Eine E-Mail-Adresse gibt es nur bei Beratern.' });
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if ((emailGiven || notifyGiven) && existing.field !== 'consultant') {
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return res
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.status(400)
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.json({ error: 'E-Mail-Adresse und Benachrichtigung gibt es nur bei Beratern.' });
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}
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const value = requested ?? existing.value;
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const newEmail = emailGiven ? email.value : existing.email ?? null;
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const newNotify = notifyGiven ? req.body.notify : Boolean(existing.notify);
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const limit = existing.field === 'channel' ? 60 : 190;
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if (value.length > limit) {
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return res.status(400).json({ error: `Der Wert ist zu lang (max. ${limit} Zeichen).` });
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}
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const result = { id, field: existing.field, value, email: newEmail, notify: newNotify };
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if (value === existing.value) {
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await conn.query('UPDATE crm_acquisition_options SET email = ? WHERE id = ?', [newEmail, id]);
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return res.json({ id, field: existing.field, value, email: newEmail, updated: 0 });
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await conn.query('UPDATE crm_acquisition_options SET email = ?, notify = ? WHERE id = ?', [
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newEmail,
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newNotify ? 1 : 0,
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id,
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]);
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return res.json({ ...result, updated: 0 });
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}
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await conn.beginTransaction();
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await conn.query('UPDATE crm_acquisition_options SET value = ?, email = ? WHERE id = ?', [
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value,
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newEmail,
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id,
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]);
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await conn.query(
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'UPDATE crm_acquisition_options SET value = ?, email = ?, notify = ? WHERE id = ?',
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[value, newEmail, newNotify ? 1 : 0, id]
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);
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let touched;
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if (existing.field === 'consultant') {
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@@ -569,7 +589,7 @@ router.patch('/options/:id', async (req, res, next) => {
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}
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await conn.commit();
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res.json({ id, field: existing.field, value, email: newEmail, updated: touched });
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res.json({ ...result, updated: touched });
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} catch (err) {
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await conn.rollback().catch(() => {});
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if (err?.code === 'ER_DUP_ENTRY') {
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@@ -733,7 +753,10 @@ router.post('/', async (req, res, next) => {
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VALUES (${keys.map(() => '?').join(', ')})`,
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keys.map((key) => columns[key])
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);
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res.status(201).json(await fetchAcquisition(result.insertId));
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const created = await fetchAcquisition(result.insertId);
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res.status(201).json(created);
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// Nach der Antwort: der Versand soll das Speichern weder bremsen noch kippen.
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notifyConsultants(created, addedConsultants(null, created?.consultant), req.user);
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} catch (err) {
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next(err);
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}
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@@ -793,7 +816,12 @@ router.patch('/:id', async (req, res, next) => {
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`UPDATE crm_acquisitions SET ${keys.map((key) => `${key} = ?`).join(', ')} WHERE id = ?`,
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[...keys.map((key) => columns[key]), id]
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);
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res.json(await fetchAcquisition(id));
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const updated = await fetchAcquisition(id);
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res.json(updated);
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// Nur wer neu dazugekommen ist, bekommt eine Mail - die anderen kennen das Projekt.
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if ('consultant' in columns) {
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notifyConsultants(updated, addedConsultants(existing.consultant, updated?.consultant), req.user);
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}
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} catch (err) {
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next(err);
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}
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@@ -576,6 +576,7 @@ CREATE TABLE IF NOT EXISTS crm_acquisition_options (
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field ENUM('sender','channel','consultant') NOT NULL,
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value VARCHAR(190) NOT NULL,
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email VARCHAR(190) NULL,
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notify TINYINT(1) NOT NULL DEFAULT 1,
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created_by INT UNSIGNED NULL,
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created_at TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,
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PRIMARY KEY (id),
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Reference in New Issue
Block a user