Phase 1: Workflows UI, Dedup/Merge UI, Import/Export UI, Print/PDF
- Workflows UI: full page with definitions/instances tabs, step editor, instance detail with approve/reject - Dedup/Merge UI: duplicate detection, side-by-side comparison, field-level merge dialog, merge history - Import/Export UI: import wizard (dry-run preview), export panel (CSV/XLSX), backend export route added - Print/PDF: PrintButton component, print.css, integrated in Contacts/Calendar/Reports/ContactDetail - Backend: GET /api/v1/export endpoint, export_companies_csv() service function - Routes: /workflows, /contacts/dedup, /import-export registered - Menu items: Workflows, Import/Export, Duplikate added to automation plugin manifest - IMPLEMENTATION_PLAN.md: audit-corrected plan for all 14 remaining features
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Agent Zero
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import React, { useState, useEffect } from 'react';
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import { useTranslation } from 'react-i18next';
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import { Modal } from '@/components/ui/Modal';
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import { Button } from '@/components/ui/Button';
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import { Input } from '@/components/ui/Input';
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import { Select } from '@/components/ui/Select';
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import { useToast } from '@/components/ui/Toast';
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import { StepConfigPanel } from './StepConfigPanel';
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import {
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useCreateWorkflow,
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useUpdateWorkflow,
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} from '@/api/workflows';
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import type { Workflow, WorkflowStep, WorkflowCreateInput, WorkflowUpdateInput } from '@/api/workflows';
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import { ArrowUp, ArrowDown, Plus, Trash2 } from 'lucide-react';
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const triggerEventOptions = [
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{ value: '', label: '— Kein Trigger —' },
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{ value: 'contact.created', label: 'contact.created' },
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{ value: 'contact.updated', label: 'contact.updated' },
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{ value: 'deal.created', label: 'deal.created' },
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{ value: 'deal.stage_changed', label: 'deal.stage_changed' },
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{ value: 'deal.won', label: 'deal.won' },
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{ value: 'deal.lost', label: 'deal.lost' },
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{ value: 'task.completed', label: 'task.completed' },
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{ value: 'task.overdue', label: 'task.overdue' },
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{ value: 'manual', label: 'manual' },
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];
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interface EditorFormState {
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name: string;
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description: string;
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trigger_event: string;
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is_active: boolean;
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steps: WorkflowStep[];
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}
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const emptyStep = (): WorkflowStep => ({
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name: '',
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type: 'action',
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config: {},
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description: null,
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});
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const emptyForm: EditorFormState = {
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name: '',
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description: '',
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trigger_event: '',
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is_active: true,
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steps: [],
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};
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export interface WorkflowEditorProps {
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open: boolean;
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workflow?: Workflow | null;
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onClose: () => void;
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}
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export function WorkflowEditor({ open, workflow, onClose }: WorkflowEditorProps) {
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const { t } = useTranslation();
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const toast = useToast();
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const createMutation = useCreateWorkflow();
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const updateMutation = useUpdateWorkflow();
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const isEdit = !!workflow;
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const [form, setForm] = useState<EditorFormState>(emptyForm);
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useEffect(() => {
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if (open) {
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if (workflow) {
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setForm({
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name: workflow.name,
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description: workflow.description ?? '',
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trigger_event: workflow.trigger_event ?? '',
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is_active: workflow.is_active,
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steps: workflow.steps?.length
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? workflow.steps.map((s) => ({
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name: s.name,
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type: s.type,
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config: s.config ?? {},
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description: s.description ?? null,
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}))
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: [],
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});
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} else {
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setForm({ ...emptyForm });
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}
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}
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}, [open, workflow]);
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const updateField = <K extends keyof EditorFormState>(
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key: K,
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value: EditorFormState[K]
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) => {
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setForm((prev) => ({ ...prev, [key]: value }));
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};
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const addStep = () => {
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setForm((prev) => ({ ...prev, steps: [...prev.steps, emptyStep()] }));
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};
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const updateStep = (index: number, updated: WorkflowStep) => {
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setForm((prev) => {
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const steps = [...prev.steps];
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steps[index] = updated;
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return { ...prev, steps };
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});
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};
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const removeStep = (index: number) => {
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setForm((prev) => ({
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...prev,
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steps: prev.steps.filter((_, i) => i !== index),
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}));
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};
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const moveStep = (index: number, dir: 'up' | 'down') => {
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setForm((prev) => {
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const steps = [...prev.steps];
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const target = dir === 'up' ? index - 1 : index + 1;
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if (target < 0 || target >= steps.length) return prev;
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[steps[index], steps[target]] = [steps[target], steps[index]];
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return { ...prev, steps };
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});
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};
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const handleSubmit = async (e: React.FormEvent) => {
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e.preventDefault();
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if (!form.name.trim()) {
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toast.error('Name ist erforderlich');
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return;
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}
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const hasEmptyStepName = form.steps.some((s) => !s.name.trim());
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if (hasEmptyStepName) {
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toast.error('Alle Schritte muessen einen Namen haben');
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return;
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}
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try {
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if (isEdit && workflow) {
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const data: WorkflowUpdateInput = {
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name: form.name,
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description: form.description || null,
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trigger_event: form.trigger_event || null,
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steps: form.steps,
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is_active: form.is_active,
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};
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await updateMutation.mutateAsync({ id: workflow.id, data });
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toast.success('Workflow aktualisiert');
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} else {
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const data: WorkflowCreateInput = {
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name: form.name,
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description: form.description || null,
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trigger_event: form.trigger_event || null,
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steps: form.steps,
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is_active: form.is_active,
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};
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await createMutation.mutateAsync(data);
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toast.success('Workflow erstellt');
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}
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onClose();
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} catch (err: any) {
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toast.error(err.message || 'Fehler beim Speichern');
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}
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};
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const isSaving = createMutation.isPending || updateMutation.isPending;
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return (
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<Modal
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open={open}
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onClose={onClose}
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title={isEdit ? 'Workflow bearbeiten' : 'Neuer Workflow'}
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size="xl"
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>
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<form onSubmit={handleSubmit} className="space-y-6">
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<div className="grid grid-cols-1 gap-4">
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<Input
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label="Name"
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required
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value={form.name}
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onChange={(e) => updateField('name', e.target.value)}
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placeholder="z.B. Deal-Genehmigungsprozess"
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/>
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<div>
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<label className="block text-sm font-medium text-secondary-700 mb-1">
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Beschreibung
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</label>
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<textarea
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value={form.description}
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onChange={(e) => updateField('description', e.target.value)}
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rows={2}
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className="w-full rounded-lg border border-secondary-300 px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-primary-500"
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placeholder="Optionale Beschreibung"
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/>
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</div>
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<Select
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label="Trigger-Event"
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options={triggerEventOptions}
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value={form.trigger_event}
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onChange={(e) => updateField('trigger_event', e.target.value)}
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/>
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<label className="flex items-center gap-2 text-sm">
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<input
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type="checkbox"
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checked={form.is_active}
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onChange={(e) => updateField('is_active', e.target.checked)}
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className="rounded border-secondary-300 text-primary-600 focus:ring-primary-500"
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/>
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Aktiv
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</label>
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</div>
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{/* Steps section */}
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<div>
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<div className="flex items-center justify-between mb-3">
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<label className="text-sm font-medium text-secondary-700">
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Schritte
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</label>
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<Button
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size="sm"
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variant="ghost"
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onClick={addStep}
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type="button"
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icon={<Plus className="h-4 w-4" />}
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>
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Schritt hinzufuegen
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</Button>
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</div>
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{form.steps.length === 0 && (
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<p className="text-sm text-secondary-400 italic">
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Keine Schritte definiert. Klicke auf Schritt hinzufuegen.
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</p>
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)}
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<div className="space-y-4">
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{form.steps.map((step, i) => (
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<div key={i} className="relative">
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<div className="flex items-center justify-between mb-2">
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<span className="text-xs font-medium text-secondary-500">
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Schritt {i + 1}
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</span>
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<div className="flex items-center gap-1">
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<button
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type="button"
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onClick={() => moveStep(i, 'up')}
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disabled={i === 0}
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className="text-secondary-400 hover:text-secondary-700 disabled:opacity-30 p-1"
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aria-label="Nach oben"
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>
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<ArrowUp className="h-4 w-4" />
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</button>
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<button
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type="button"
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onClick={() => moveStep(i, 'down')}
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disabled={i === form.steps.length - 1}
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className="text-secondary-400 hover:text-secondary-700 disabled:opacity-30 p-1"
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aria-label="Nach unten"
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>
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<ArrowDown className="h-4 w-4" />
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</button>
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<button
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type="button"
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onClick={() => removeStep(i)}
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className="text-danger-500 hover:text-danger-700 p-1"
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aria-label="Schritt entfernen"
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>
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<Trash2 className="h-4 w-4" />
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</button>
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</div>
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</div>
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<StepConfigPanel
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step={step}
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onChange={(updated) => updateStep(i, updated)}
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/>
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</div>
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))}
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</div>
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</div>
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<div className="flex justify-end gap-3 pt-4 border-t border-secondary-200">
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<Button variant="secondary" onClick={onClose} type="button">
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Abbrechen
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</Button>
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<Button type="submit" isLoading={isSaving}>
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{isEdit ? 'Speichern' : 'Erstellen'}
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</Button>
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</div>
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</form>
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</Modal>
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);
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}
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