schakal00783andClaude Opus 5
49c03f5e1b
Beides lag bisher nur als nicht eingecheckte Arbeit im Arbeitsverzeichnis, waehrend auf Gitea nur die Doku dazu stand (docs/12-suche.md). Damit ist der Code jetzt versioniert. Globale Suche: - server/src/routes/search.js: Volltext ueber Kontakte, Opportunities und Akquise, dazu die erweiterte Suche mit dem Modell des Scanners - src/components/GlobalSearch.tsx im Kopf der Anwendung; ein Treffer springt in die Ansicht und oeffnet den Datensatz (navigation.tsx) ICON CRM: - server/src/routes/integrations.js liefert die Kontakte mit gesetztem Haekchen hinaus, server/src/routes/iconCrm.js holt die Kontakte von drueben herein - beide nur lesend, mit festem Token statt JWT - server/src/contactBridge.js und src/lib/contactMatch.ts erkennen Dubletten, src/components/leads/IconMergeDialog.tsx laesst sie zusammenfuehren - server/src/ai.js buendelt die OpenAI-Aufrufe Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
468 lines
16 KiB
TypeScript
468 lines
16 KiB
TypeScript
import React, { useEffect, useMemo, useState } from 'react';
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import { OpportunityGrid } from './OpportunityGrid';
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import {
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OpportunityList,
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DESC_FIRST,
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SORT_LABELS,
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type OpportunitySortConfig,
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type OpportunitySortKey,
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} from './OpportunityList';
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import { OpportunityPipeline } from './OpportunityPipeline';
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import { OpportunityModal } from './OpportunityModal';
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import { OpportunityCopyDialog } from './OpportunityCopyDialog';
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import { STAGE_LABELS } from './opportunityUi';
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import { ConfirmDialog } from '../ui/Modal';
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import { useToast } from '../Toast';
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import { opportunitiesApi } from '../../lib/api';
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import {
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OPEN_STAGES,
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OPPORTUNITY_STAGES,
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contactFullName,
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formatEuro,
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opportunityVolume,
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type AppUser,
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type Lead,
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type Opportunity,
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type OpportunityStage,
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type OpportunityViewMode,
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} from '../../types';
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interface OpportunitiesProps {
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opportunities: Opportunity[];
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leads: Lead[];
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users: AppUser[];
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isLoading: boolean;
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reload: () => void;
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/** Von aussen gewuenschte Opportunity (globale Suche) - wird geoeffnet. */
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focusOpportunityId?: number | null;
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onFocusHandled?: () => void;
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}
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const VIEW_BUTTONS: { mode: OpportunityViewMode; label: string; icon: string }[] = [
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{
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mode: 'grid',
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label: 'Kachelansicht',
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icon: 'M4 6a2 2 0 012-2h2a2 2 0 012 2v2a2 2 0 01-2 2H6a2 2 0 01-2-2V6zM14 6a2 2 0 012-2h2a2 2 0 012 2v2a2 2 0 01-2 2h-2a2 2 0 01-2-2V6zM4 16a2 2 0 012-2h2a2 2 0 012 2v2a2 2 0 01-2 2H6a2 2 0 01-2-2v-2zM14 16a2 2 0 012-2h2a2 2 0 012 2v2a2 2 0 01-2 2h-2a2 2 0 01-2-2v-2z',
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},
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{ mode: 'list', label: 'Listenansicht', icon: 'M4 6h16M4 10h16M4 14h16M4 18h16' },
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{
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mode: 'pipeline',
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label: 'Pipeline-Ansicht',
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icon: 'M4 5h4v14H4zM10 5h4v9h-4zM16 5h4v5h-4z',
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},
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];
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/** Sortierbare Felder in der Reihenfolge des Auswahlmenues. */
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const SORT_OPTIONS: OpportunitySortKey[] = [
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'updated_at',
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'consultant',
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'last_interaction',
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'volume',
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'daily_rate',
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'duration',
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'probability',
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'stage',
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'title',
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'company',
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'start_date',
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];
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/** Vergleichswert je Sortierschluessel; null sortiert immer ans Ende. */
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function sortValue(opportunity: Opportunity, key: OpportunitySortKey): string | number | null {
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switch (key) {
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case 'title':
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return opportunity.title.toLowerCase();
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case 'company':
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return opportunity.company?.toLowerCase() ?? null;
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case 'consultant':
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return opportunity.consultant?.toLowerCase() ?? null;
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case 'stage':
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return OPPORTUNITY_STAGES.indexOf(opportunity.stage);
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case 'probability':
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return opportunity.probability;
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case 'volume':
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return opportunityVolume(opportunity);
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case 'daily_rate':
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return opportunity.daily_rate;
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case 'duration':
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return opportunity.duration_days;
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case 'last_interaction':
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return opportunity.last_interaction_at ?? null;
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case 'start_date':
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return opportunity.start_date ?? null;
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case 'updated_at':
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default:
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return opportunity.updated_at ?? null;
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}
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}
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export const Opportunities: React.FC<OpportunitiesProps> = ({
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opportunities,
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leads,
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users,
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isLoading,
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reload,
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focusOpportunityId,
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onFocusHandled,
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}) => {
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const { addToast } = useToast();
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// Kanban zuerst: die Pipeline ist die Arbeitsansicht, Kachel und Liste sind
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// zum Nachschauen.
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const [viewMode, setViewMode] = useState<OpportunityViewMode>('pipeline');
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const [searchTerm, setSearchTerm] = useState('');
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const [stageFilter, setStageFilter] = useState<OpportunityStage | 'Alle' | 'Offen'>('Alle');
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const [sortConfig, setSortConfig] = useState<OpportunitySortConfig>({
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key: 'updated_at',
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direction: 'desc',
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});
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const [isModalOpen, setIsModalOpen] = useState(false);
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const [editing, setEditing] = useState<Opportunity | null>(null);
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const [toDelete, setToDelete] = useState<Opportunity | null>(null);
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// Fuer welche Opportunity gerade Kopien fuer andere Berater angelegt werden.
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const [toCopy, setToCopy] = useState<Opportunity | null>(null);
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/*
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* Ein Treffer der globalen Suche soll die Karte zeigen, nicht nur die Liste.
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* Der Wunsch wird genau einmal erfuellt und danach zurueckgemeldet - sonst
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* spraenge der Dialog beim naechsten Schliessen wieder auf.
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*/
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useEffect(() => {
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if (!focusOpportunityId) return;
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const wanted = opportunities.find((item) => item.id === focusOpportunityId);
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if (wanted) {
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setEditing(wanted);
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setIsModalOpen(true);
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}
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onFocusHandled?.();
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}, [focusOpportunityId, opportunities, onFocusHandled]);
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const filtered = useMemo(() => {
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const terms = searchTerm
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.toLowerCase()
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.split(',')
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.map((term) => term.trim())
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.filter(Boolean);
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const matches = opportunities.filter((opportunity) => {
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if (stageFilter === 'Offen' && !OPEN_STAGES.includes(opportunity.stage)) return false;
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if (stageFilter !== 'Alle' && stageFilter !== 'Offen' && opportunity.stage !== stageFilter) {
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return false;
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}
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if (terms.length === 0) return true;
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const haystack = [
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opportunity.title,
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opportunity.company,
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opportunity.consultant,
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opportunity.description,
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opportunity.last_interaction_note,
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opportunity.next_step,
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opportunity.notes,
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opportunity.owner_name,
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...opportunity.tags,
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...opportunity.contacts.map((contact) => `${contactFullName(contact)} ${contact.role ?? ''}`),
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]
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.filter(Boolean)
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.join(' ')
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.toLowerCase();
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return terms.every((term) => haystack.includes(term));
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});
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const direction = sortConfig.direction === 'asc' ? 1 : -1;
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return [...matches].sort((a, b) => {
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const left = sortValue(a, sortConfig.key);
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const right = sortValue(b, sortConfig.key);
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// Leere Werte landen unabhaengig von der Richtung hinten.
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if (left === null && right === null) return 0;
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if (left === null) return 1;
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if (right === null) return -1;
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if (typeof left === 'number' && typeof right === 'number') {
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return (left - right) * direction;
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}
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return String(left).localeCompare(String(right), 'de') * direction;
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});
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}, [opportunities, searchTerm, stageFilter, sortConfig]);
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const totals = useMemo(
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() => ({
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volume: filtered.reduce((sum, item) => sum + (opportunityVolume(item) ?? 0), 0),
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open: filtered.filter((item) => OPEN_STAGES.includes(item.stage)).length,
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}),
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[filtered]
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);
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const handleSort = (key: OpportunitySortKey) => {
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setSortConfig((prev) =>
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prev.key === key
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? { key, direction: prev.direction === 'asc' ? 'desc' : 'asc' }
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: { key, direction: DESC_FIRST.includes(key) ? 'desc' : 'asc' }
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);
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};
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const openCreate = () => {
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setEditing(null);
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setIsModalOpen(true);
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};
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const openEdit = (opportunity: Opportunity) => {
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setEditing(opportunity);
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setIsModalOpen(true);
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};
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const changeStage = async (opportunity: Opportunity, stage: OpportunityStage) => {
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try {
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await opportunitiesApi.update(opportunity.id, { stage });
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addToast(`„${opportunity.title}" ist jetzt in Phase ${STAGE_LABELS[stage]}.`, 'success');
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reload();
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} catch (err) {
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addToast(err instanceof Error ? err.message : 'Phase konnte nicht geändert werden.', 'error');
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}
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};
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const confirmDelete = async () => {
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if (!toDelete) return;
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try {
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await opportunitiesApi.remove(toDelete.id);
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addToast(`„${toDelete.title}" liegt im Papierkorb.`, 'success');
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reload();
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} catch (err) {
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addToast(err instanceof Error ? err.message : 'Löschen fehlgeschlagen.', 'error');
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} finally {
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setToDelete(null);
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}
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};
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// Im Modal immer den frischen Stand zeigen, falls zwischenzeitlich geladen wurde.
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const modalOpportunity = editing
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? opportunities.find((item) => item.id === editing.id) ?? editing
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: null;
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return (
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<div className="space-y-4">
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{/* Steuerleiste */}
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<div className="flex flex-col gap-3 lg:flex-row lg:items-center">
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<div className="relative w-full lg:max-w-sm">
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<input
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type="search"
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value={searchTerm}
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onChange={(event) => setSearchTerm(event.target.value)}
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placeholder="Titel, Firma, Berater, Ansprechpartner (Komma = UND)"
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className="w-full rounded-xl border border-ink-200 bg-surface py-2.5 pl-10 pr-4 text-sm text-ink-900 outline-none transition focus:border-brand-500 focus:ring-2 focus:ring-brand-500/25"
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/>
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<svg
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className="absolute left-3.5 top-3 h-4 w-4 text-ink-400"
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fill="none"
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stroke="currentColor"
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viewBox="0 0 24 24"
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>
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<path
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strokeLinecap="round"
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strokeLinejoin="round"
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strokeWidth={2}
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d="M21 21l-6-6m2-5a7 7 0 11-14 0 7 7 0 0114 0z"
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/>
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</svg>
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</div>
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<select
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value={stageFilter}
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onChange={(event) =>
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setStageFilter(event.target.value as OpportunityStage | 'Alle' | 'Offen')
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}
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aria-label="Nach Phase filtern"
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className="rounded-xl border border-ink-200 bg-surface px-4 py-2.5 text-sm font-semibold text-ink-700 outline-none transition focus:border-brand-500"
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>
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<option value="Alle">Alle Phasen</option>
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<option value="Offen">Nur offene</option>
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{OPPORTUNITY_STAGES.map((stage) => (
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<option key={stage} value={stage}>
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{STAGE_LABELS[stage]}
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</option>
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))}
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</select>
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{/* Sortierung - in der Liste zusaetzlich ueber die Spaltenkoepfe */}
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<div className="flex items-center gap-1">
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<select
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value={sortConfig.key}
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onChange={(event) => {
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const key = event.target.value as OpportunitySortKey;
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setSortConfig({ key, direction: DESC_FIRST.includes(key) ? 'desc' : 'asc' });
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}}
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aria-label="Sortieren nach"
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className="rounded-xl border border-ink-200 bg-surface px-4 py-2.5 text-sm font-semibold text-ink-700 outline-none transition focus:border-brand-500"
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>
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{SORT_OPTIONS.map((key) => (
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<option key={key} value={key}>
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{SORT_LABELS[key]}
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</option>
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))}
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</select>
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<button
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onClick={() =>
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setSortConfig((prev) => ({
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...prev,
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direction: prev.direction === 'asc' ? 'desc' : 'asc',
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}))
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}
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title={sortConfig.direction === 'asc' ? 'Aufsteigend' : 'Absteigend'}
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aria-label={`Sortierrichtung wechseln (aktuell ${
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sortConfig.direction === 'asc' ? 'aufsteigend' : 'absteigend'
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})`}
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className="rounded-xl border border-ink-200 bg-surface p-2.5 text-ink-500 transition hover:border-brand-300 hover:text-brand-700"
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>
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<svg
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className={`h-4 w-4 transition-transform ${
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sortConfig.direction === 'desc' ? 'rotate-180' : ''
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}`}
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fill="none"
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stroke="currentColor"
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viewBox="0 0 24 24"
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>
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<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2.5} d="M5 15l7-7 7 7" />
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</svg>
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</button>
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</div>
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<div className="flex items-center gap-3 lg:ml-auto">
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<div className="flex rounded-xl border border-ink-200 bg-surface p-1">
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{VIEW_BUTTONS.map((button) => (
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<button
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key={button.mode}
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onClick={() => setViewMode(button.mode)}
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title={button.label}
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aria-pressed={viewMode === button.mode}
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className={`rounded-lg p-2 transition ${
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viewMode === button.mode
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? 'bg-brand-500 text-white'
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: 'text-ink-400 hover:bg-brand-50 hover:text-brand-600'
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}`}
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>
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<svg className="h-5 w-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d={button.icon} />
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</svg>
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</button>
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))}
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</div>
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<button
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onClick={openCreate}
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className="flex items-center gap-2 whitespace-nowrap rounded-xl bg-brand-500 px-4 py-2.5 text-sm font-bold text-white shadow-card transition hover:bg-brand-600"
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>
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<svg className="h-5 w-5" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path strokeLinecap="round" strokeLinejoin="round" strokeWidth={2} d="M12 4v16m8-8H4" />
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</svg>
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Opportunity anlegen
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</button>
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</div>
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</div>
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{/* Kennzahlen der aktuellen Auswahl */}
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{filtered.length > 0 && (
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<div className="flex flex-wrap gap-x-8 gap-y-2 rounded-2xl border border-ink-200 bg-surface px-4 py-3">
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{[
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{ label: 'Opportunities', value: String(filtered.length) },
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{ label: 'davon offen', value: String(totals.open) },
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{ label: 'Volumen', value: formatEuro(totals.volume) },
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].map((metric) => (
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<div key={metric.label}>
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<p className="text-[10px] font-extrabold uppercase tracking-wider text-ink-400">
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{metric.label}
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</p>
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<p className="text-sm font-extrabold text-ink-900">{metric.value}</p>
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</div>
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))}
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</div>
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)}
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{/* Inhalt */}
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{isLoading && opportunities.length === 0 ? (
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<div className="flex items-center justify-center rounded-2xl border border-ink-200 bg-surface py-24">
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<span className="h-6 w-6 animate-spin rounded-full border-2 border-brand-200 border-t-brand-500" />
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</div>
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) : filtered.length === 0 && viewMode !== 'pipeline' ? (
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<div className="rounded-2xl border-2 border-dashed border-ink-200 bg-surface py-20 text-center">
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<div className="mx-auto mb-5 flex h-16 w-16 items-center justify-center rounded-full bg-ink-50 text-ink-300">
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<svg className="h-8 w-8" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path
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strokeLinecap="round"
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strokeLinejoin="round"
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strokeWidth={1.8}
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d="M9 17V7m4 10V11m4 6v-3m4 7H5a2 2 0 01-2-2V5a2 2 0 012-2h14a2 2 0 012 2v14a2 2 0 01-2 2z"
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/>
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</svg>
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</div>
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<p className="text-sm font-bold text-ink-500">
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{opportunities.length === 0
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? 'Noch keine Opportunities vorhanden.'
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: 'Keine Opportunity passt zur Suche.'}
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</p>
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{opportunities.length === 0 && (
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<button
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onClick={openCreate}
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className="mt-4 rounded-xl bg-brand-50 px-5 py-2 text-sm font-bold text-brand-700 transition hover:bg-brand-100"
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>
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Erste Opportunity anlegen
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</button>
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)}
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</div>
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) : viewMode === 'grid' ? (
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<OpportunityGrid opportunities={filtered} onEdit={openEdit} onDelete={setToDelete} onCopy={setToCopy} />
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) : viewMode === 'list' ? (
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<OpportunityList
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opportunities={filtered}
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sortConfig={sortConfig}
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onSort={handleSort}
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onEdit={openEdit}
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onDelete={setToDelete}
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onCopy={setToCopy}
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/>
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) : (
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<OpportunityPipeline
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opportunities={filtered}
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onEdit={openEdit}
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onStageChange={changeStage}
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onDelete={setToDelete}
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onCopy={setToCopy}
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/>
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)}
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{isModalOpen && (
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<OpportunityModal
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opportunity={modalOpportunity}
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leads={leads}
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users={users}
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onClose={() => setIsModalOpen(false)}
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onSaved={reload}
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onCopy={(opportunity) => {
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// Der Bearbeiten-Dialog schliesst, sonst laegen zwei Dialoge uebereinander.
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setIsModalOpen(false);
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setToCopy(opportunity);
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}}
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/>
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)}
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{toCopy && (
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<OpportunityCopyDialog
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opportunity={toCopy}
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onClose={() => setToCopy(null)}
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onCopied={reload}
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|
/>
|
|
)}
|
|
|
|
{toDelete && (
|
|
<ConfirmDialog
|
|
title="Opportunity löschen?"
|
|
message={`„${toDelete.title}" wandert in den Papierkorb und verschwindet aus dieser Liste. Von dort lässt sie sich zurückholen; nach 90 Tagen wird sie endgültig gelöscht.`}
|
|
onConfirm={confirmDelete}
|
|
onCancel={() => setToDelete(null)}
|
|
/>
|
|
)}
|
|
</div>
|
|
);
|
|
};
|