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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# LeoCRM — Implementationsplan: Fehlende Frontend-Features
> **Stand:** 26.07.2026 (Audit-korrigiert) | **Backend:** 352 Endpunkte | **Frontend:** 47 Pages, 38 API-Clients
> **Repo:** `/a0/usr/workdir/leocrm-fix` | **Branch:** `main` | **Deploy:** Coolify App `stvabl4vaqru7jclx4ittzr3`
---
## ⚠️ Audit-Korrekturen (26.07.2026 02:17)
### Korrektur 1: Permissions Management UI — ENTHALTEN IN SettingsRoles.tsx
**Vorher:** Plan sagte "keine Verwaltungs-Seite um Permissions pro Rolle zu konfigurieren"
**Tatsächlich:** `SettingsRoles.tsx` (531 Zeilen) hat VOLLSTÄNDIGE Permission-Verwaltung:
- ✅ Grant permissions (Checkboxen gruppiert nach system/plugin)
- ✅ Denied permissions (explizite Verweigern-Liste)
- ✅ Field-level permissions (pro Modul/Feld Sensitivität)
- ✅ Rollen erstellen/bearbeiten mit Permission-Zuweisung
- ✅ DMS `ShareDialog.tsx` nutzt bereits File-Permissions API (grant/revoke/share-link)
**Folge:** Feature 8 entfällt. Keine neue Permission-UI nötig.
### Korrektur 2: Import/Export — Export-Route fehlt DEFINITIV
**Vorher:** Plan sagte "falls Export fehlt"
**Tatsächlich:** `export_contacts_csv()` Service-Funktion existiert, aber KEINE Route in `import_export.py`. Nur `/import` und `/import/preview` sind registriert. Export muss als Route hinzugefügt werden.
### Korrektur 3: Activity Timeline — ActivityFeed existiert bereits
**Vorher:** Plan sagte "Dashboard hat ActivityFeed aber nur statisch"
**Tatsächlich:** Dashboard nutzt `ActivityFeed` mit Daten aus Audit-API. Komponente ist wiederverwendbar. Es fehlt nur eine eigenständige Seite mit Filterung/Pagination.
### Korrektur 4: DMS ShareDialog — File Permissions bereits integriert
**Vorher:** Plan sah `FilePermissionDialog` als neue Komponente vor
**Tatsächlich:** `ShareDialog.tsx` (11KB) existiert bereits und nutzt `fetchFilePermissions`, `grantPermission`, `revokePermission`, `createShareLink`, `revokeShareLink` aus `permissions.ts`.
---
## Übersicht: 14 verbleibende Features in 4 Phasen
| Phase | Features | Priorität | Geschätzter Aufwand |
|-------|----------|-----------|---------------------|
| **1 — Kritisch** | Workflows UI, Dedup/Merge UI, Import/Export UI, Print/PDF | CRM-Kern | ~4-5 Tage |
| **2 — Wichtig** | Tags UI, Custom Fields UI, Notifications Dropdown | Tagesgeschäft | ~2.5-3 Tage |
| **3 — Nice-to-have** | Saved Filters UI, Entity History UI, Activity Timeline, API Docs Link | Produktivität | ~1.5-2 Tage |
| **4 — Backend+Frontend** | Webhooks, Backup/Restore UI, Onboarding/Tutorial | Erweiterungen | ~3-4 Tage |
**Gesamtaufwand:** ~11-14 Entwicklungstage (1 Feature entfallen)
---
## Architektur-Grundsätze (für alle Features)
### Frontend-Konventionen
- **Routing:** Lazy-loaded in `frontend/src/routes/index.tsx`, explizite Routes (nicht PluginRouteRenderer)
- **API-Clients:** In `frontend/src/api/<name>.ts`, verwenden `apiGet/apiPost/apiPatch/apiDelete` aus `client.ts`
- **Hooks:** React Query (`useQuery`/`useMutation`) mit Query-Key-Invalidierung
- **UI:** Tailwind CSS, `clsx` für Klassen, `lucide-react` für Icons
- **i18n:** `useTranslation()` mit `t('key')`, Keys in `frontend/src/i18n/`
- **Sidebar:** Plugin-Manifeste liefern Menu-Items via `usePluginStore` — neue Pages brauchen Plugin-Manifest-Einträge
- **Settings:** Hardcoded nav items in `Settings.tsx` + plugin settings_pages
- **Error Handling:** `ErrorBoundary` wrappt alle Routes
### Backend-Konventionen
- **Routes:** `app/routes/<name>.py`, registriert in `app/main.py`
- **Services:** `app/services/<name>_service.py`
- **Models:** `app/models/<name>.py`, Migrationen in `alembic/versions/`
- **Schemas:** `app/schemas/<name>.py` (Pydantic)
- **Permissions:** `require_permission('plugin:action')` Dependency
- **Events:** `event_bus.publish()` für System-Events
---
## Phase 1 — Kritisch für CRM-Betrieb
### 1.1 Workflows UI
**Audit-Status:** ✅ Backend vollständig (routes, model, service, execution engine). ✅ API-Client vollständig (`workflows.ts`). ❌ Keine Frontend-Seite. ❌ Kein menu_items-Eintrag im Automation-Plugin.
**Neue Dateien:**
- `frontend/src/pages/Workflows.tsx` — Hauptseite mit Tabs: Definitionen | Instanzen
- `frontend/src/components/workflows/WorkflowEditor.tsx` — Visueller Step-Editor
- `frontend/src/components/workflows/WorkflowInstanceList.tsx` — Liste laufender/abgeschlossener Instanzen
- `frontend/src/components/workflows/WorkflowInstanceDetail.tsx` — Detail mit Step-History, Approve/Reject
- `frontend/src/components/workflows/StepConfigPanel.tsx` — Konfiguration pro Step-Typ
**Modifizierte Dateien:**
- `frontend/src/routes/index.tsx` — Route `/workflows` + `/workflows/instances/:id`
- `app/plugins/builtins/automation/plugin.py` — menu_items Eintrag für Workflows (aktuell `menu_items=[]`)
- `frontend/src/i18n/de.json` — Workflow-Übersetzungen
**Step-Editor:**
- Step-Typen: `action`, `approval`, `notification`, `condition`
- Drag-and-Drop Reihenfolge (oder Button-basiert nach oben/unten)
- Pro Step: Name, Typ, Config-Form
- Trigger-Event Dropdown (aus Event-Bus-Events)
- Aktiv/Inaktiv Toggle
**Instanzen-View:**
- Status-Filter: pending, in_progress, completed, rejected, cancelled
- Pro Instanz: Workflow-Name, Status, Current Step, Timeout
- Detail: Step-History Timeline, Approve/Reject Buttons
**Aufwand:** ~1.5 Tage
---
### 1.2 Dedup/Merge UI
**Audit-Status:** ✅ Backend vollständig (`dedup_service.py`, routes in `contacts.py`: `/duplicates`, `/merge`, `/merge-history`). ✅ API-Client vollständig (`dedup.ts`). ❌ Keine Frontend-Seite.
**Neue Dateien:**
- `frontend/src/pages/DedupMerge.tsx` — Hauptseite mit drei Bereichen
- `frontend/src/components/dedup/DuplicatePairCard.tsx` — Side-by-side Vergleich
- `frontend/src/components/dedup/MergeDialog.tsx` — Merge-Dialog mit Feld-Auswahl
- `frontend/src/components/dedup/MergeHistory.tsx` — Verlauf der durchgeführten Merges
**Modifizierte Dateien:**
- `frontend/src/routes/index.tsx` — Route `/contacts/dedup`
- `frontend/src/pages/ContactsList.tsx` — Button "Duplikate prüfen" im Header
- `frontend/src/i18n/de.json` — Dedup-Übersetzungen
**Merge-Dialog:**
- Side-by-side Feld-Vergleich
- Pro Feld Radio: Quelle | Ziel | Manuell eingeben
- Vorschau des merged Kontakts
- Optionale Notiz
- Bestätigungs-Button mit Warnung
**Aufwand:** ~1 Tag
---
### 1.3 Import/Export UI
**Audit-Status:** ✅ Backend hat `/api/v1/import` + `/api/v1/import/preview` (Routes). ✅ Service hat `import_csv()`, `export_contacts_csv()`. ❌ **Export-Route fehlt** — Service-Funktion existiert aber ist nicht als Endpoint registriert. ❌ Kein Frontend, kein API-Client.
**Backend-Ergänzung (bestätigt nötig):**
- `app/routes/import_export.py``GET /api/v1/export?entity_type=contacts&format=csv` hinzufügen
- Ruft `export_contacts_csv()` auf, gibt `StreamingResponse` mit CSV zurück
- Erweiterung: `entity_type=companies` (Filter auf `Contact.type == 'company'`)
- Optional: XLSX-Format via `openpyxl`
**Neue Frontend-Dateien:**
- `frontend/src/pages/ImportExport.tsx` — Hauptseite mit Tabs: Import | Export
- `frontend/src/components/import-export/ImportWizard.tsx` — Mehrstufiger Import-Wizard
- `frontend/src/components/import-export/ExportPanel.tsx` — Export-Auswahl
- `frontend/src/api/importExport.ts` — API-Client (neu)
**Modifizierte Dateien:**
- `frontend/src/routes/index.tsx` — Route `/import-export`
- Plugin-Manifest — menu_items Eintrag
- `frontend/src/i18n/de.json` — Übersetzungen
**Import-Wizard:**
```
Step 1: Datei hochladen + Entity-Typ (Companies/Contacts)
Step 2: Dry-Run Preview — zeigt erkannte Spalten, Mapping, Fehler
Step 3: Bestätigung — Anzahl neu/aktualisiert/fehlerhaft
Step 4: Import ausführen — Progress + Ergebnis
```
**Export-Panel:**
- Entity: Kontakte / Firmen
- Format: CSV (XLSX optional)
- Download-Button → File-Download
**Aufwand:** ~1.5 Tage (inkl. Backend Export-Route)
---
### 1.4 Print/PDF
**Audit-Status:** ❌ Komplett fehlend. Keine Print-Utils, keine Print-Buttons, kein `@media print` CSS.
**Neue Dateien:**
- `frontend/src/utils/print.ts` — Print-Utility
- `frontend/src/components/common/PrintButton.tsx` — Wiederverwendbarer Print/Export-Button
- `frontend/src/styles/print.css` — Print-spezifische CSS
**Modifizierte Dateien:**
- `frontend/src/pages/ContactsList.tsx` — Print-Button in Toolbar
- `frontend/src/pages/ContactDetailPage.tsx` — Print-Button
- `frontend/src/pages/Calendar.tsx` — Print-Button
- `frontend/src/pages/Reports.tsx` — Print-Button
- `frontend/index.html` — Print-CSS einbinden
**Implementierung:**
- Option A: `window.print()` mit `@media print` CSS (empfohlen für Listen/Details)
- Option B: `jspdf` + `html2canvas` für echte PDF-Generierung (für Reports)
- Print-Button Dropdown: "Drucken" | "Als PDF"
**Aufwand:** ~0.5 Tage
---
## Phase 2 — Wichtig für Tagesgeschäft
### 2.1 Tags UI
**Audit-Status:** ✅ Backend-Plugin vollständig (`app/plugins/builtins/tags/`: models, routes, schemas). ✅ API-Client vollständig (`tags.ts`). ❌ Keine Frontend-Seite.
**Neue Dateien:**
- `frontend/src/pages/Tags.tsx` — Tag-Verwaltung (CRUD, Farb-Auswahl, Usage-Count)
- `frontend/src/components/tags/TagBadge.tsx` — Wiederverwendbares Tag-Badge
- `frontend/src/components/tags/TagSelector.tsx` — Multi-Select Tag-Picker
**Modifizierte Dateien:**
- `frontend/src/routes/index.tsx` — Route `/tags`
- `frontend/src/pages/ContactsList.tsx` — Tag-Spalte + Tag-Filter
- `frontend/src/pages/ContactDetailPage.tsx` — Tag-Badges + Tag-Selector
- `frontend/src/pages/Calendar.tsx` — Tag-Badges für Termine
- `frontend/src/pages/Dms.tsx` — Tag-Badges für Dateien
- Plugin-Manifest — menu_items
- `frontend/src/i18n/de.json`
**Aufwand:** ~1 Tag
---
### 2.2 Custom Fields UI
**Audit-Status:** ✅ Backend hat Custom-Fields-Route (plugin-manifest-gesteuert, Werte in `contacts.custom` JSONB). ❌ Keine User-definierten Feld-Definitionen (nur Plugin-Definitionen). ❌ Keine Frontend-Seite.
**Backend-Ergänzung nötig:**
- `app/models/custom_field_definition.py` — Model für User-definierte Felder
- `app/schemas/custom_field_definition.py` — Pydantic Schemas
- `app/services/custom_field_service.py` — CRUD-Service
- `app/routes/custom_fields.py``GET/POST/PATCH/DELETE /api/v1/custom-fields/definitions`
- Migration für `custom_field_definitions` Tabelle
- Bestehende `_collect_custom_field_definitions()` erweitern um DB-Definitionen
**Neue Frontend-Dateien:**
- `frontend/src/pages/CustomFields.tsx` — Definitionen verwalten
- `frontend/src/components/custom-fields/FieldDefinitionForm.tsx` — Form für neue Felder
- `frontend/src/components/custom-fields/CustomFieldRenderer.tsx` — Dynamisches Feld-Rendering
- `frontend/src/api/customFieldDefinitions.ts` — API-Client für Definitionen
**Modifizierte Dateien:**
- `frontend/src/routes/index.tsx` — Route `/settings/custom-fields`
- `frontend/src/pages/Settings.tsx` — Nav-Eintrag "Custom Fields"
- `frontend/src/pages/ContactDetailPage.tsx` — Custom Fields Section
- `frontend/src/i18n/de.json`
**Feld-Typen:** text, number, date, select, multiselect, boolean
**Aufwand:** ~1.5 Tage (inkl. Backend CRUD + Migration)
---
### 2.3 Notifications Dropdown (Bell Icon in TopBar)
**Audit-Status:** ✅ API-Client vollständig (`notifications.ts`). ✅ Backend vollständig. ❌ TopBar hat kein Bell-Icon (confirmed: `grep` findet nichts). Notifications nur in AISidebar.
**Neue Dateien:**
- `frontend/src/components/layout/NotificationBell.tsx` — Bell-Icon mit Badge + Dropdown
- `frontend/src/components/notifications/NotificationDropdown.tsx` — Dropdown-Liste
- `frontend/src/components/notifications/NotificationItem.tsx` — Einzelne Notification
**Modifizierte Dateien:**
- `frontend/src/components/layout/TopBar.tsx``<NotificationBell />` vor User-Menu einfügen
- `frontend/src/i18n/de.json`
**Features:**
- Unread-Count Badge (rot)
- Polling alle 30s (refetchInterval in useQuery)
- Click: Notification als gelesen markieren
- "Alle als gelesen" Button
- Type-Icon pro Notification
- Zeitstempel (relativ: "vor 5 Min")
**Aufwand:** ~0.5 Tage
---
## Phase 3 — Nice-to-have / Produktivität
### 3.1 Saved Filters UI
**Audit-Status:** ✅ Backend vollständig (`saved_filters.py`: CRUD, entity_types: contacts/mail/calendar/dms). ✅ API-Client vorhanden (`savedFilters.ts`). ❌ Keine UI.
**Neue Dateien:**
- `frontend/src/components/common/SavedFilterBar.tsx` — Filter-Leiste mit Save/Load
- `frontend/src/components/common/SaveFilterDialog.tsx` — Dialog zum Speichern
**Modifizierte Dateien:**
- `frontend/src/pages/ContactsList.tsx` — SavedFilterBar
- `frontend/src/pages/Calendar.tsx` — SavedFilterBar
- `frontend/src/pages/Dms.tsx` — SavedFilterBar
- `frontend/src/pages/Tasks.tsx` — SavedFilterBar
- `frontend/src/i18n/de.json`
**Aufwand:** ~0.5 Tage
---
### 3.2 Entity History UI
**Audit-Status:** ✅ Backend vollständig (`entity_history.py`: get/restore/undo). ✅ API-Client vorhanden (`entityHistory.ts`). ❌ Keine UI-Komponente.
**Neue Dateien:**
- `frontend/src/components/common/EntityHistoryPanel.tsx` — Timeline-Komponente
- `frontend/src/components/common/HistoryDiff.tsx` — Visualisierung von Feld-Änderungen
**Modifizierte Dateien:**
- `frontend/src/pages/ContactDetailPage.tsx` — History-Tab/Panel
- `frontend/src/pages/Dms.tsx` — History für Dateien
- `frontend/src/pages/Calendar.tsx` — History für Termine
- `frontend/src/i18n/de.json`
**Features:**
- Timeline mit create/update/delete Events
- Diff-Anzeige: alt → neu pro Feld
- Restore-Button pro Eintrag
- Undo-Button (letzte Aktion rückgängig)
**Aufwand:** ~0.5 Tage
---
### 3.3 Activity Timeline
**Audit-Status:**`ActivityFeed` Komponente existiert (wiederverwendbar). ✅ Dashboard nutzt sie mit Audit-Daten. ❌ Keine eigenständige Seite mit Filterung/Pagination.
**Neue Dateien:**
- `frontend/src/pages/ActivityTimeline.tsx` — Globale Activity-Feed Seite
- `frontend/src/components/activity/ActivityFilter.tsx` — Filter (User, Entity, Action, Zeitraum)
**Modifizierte Dateien:**
- `frontend/src/routes/index.tsx` — Route `/activity`
- `frontend/src/api/audit.ts` — Erweitern um Timeline-Query (alle Entities, Pagination)
- `frontend/src/pages/Dashboard.tsx` — Link "Alle Aktivitäten anzeigen"
- `frontend/src/i18n/de.json`
**Features:**
- Wiederverwendung von `ActivityFeed` Komponente
- Gruppierung nach Tag
- Filter: User, Entity-Typ, Aktion, Zeitraum
- Pagination / Infinite-Scroll
- Link zu Entity-Detail bei Click
**Aufwand:** ~0.5 Tage
---
### 3.4 API Documentation Link
**Audit-Status:** ✅ FastAPI generiert automatisch `/docs` (Swagger) und `/redoc`. ❌ Kein Link im UI.
**Modifizierte Dateien:**
- `frontend/src/components/layout/TopBar.tsx` — "API Docs" Link im User-Menu
- `frontend/src/pages/SettingsSystem.tsx` — "API Dokumentation" Sektion
- `frontend/src/i18n/de.json`
**Implementierung:**
- Link zu Swagger UI: `/docs` (FastAPI auto-docs)
- Link zu ReDoc: `/redoc`
- In Settings/System: Sektion "Entwickler"
**Aufwand:** ~0.25 Tage
---
## Phase 4 — Backend + Frontend (komplett neu)
### 4.1 Webhooks
**Audit-Status:** ❌ Komplett fehlend. Kein Backend, kein Frontend, keine Modelle.
**Neue Backend-Dateien:**
- `app/models/webhook.py` — Webhook-Modell (url, events, secret, is_active, retry_count)
- `app/schemas/webhook.py` — Pydantic Schemas
- `app/services/webhook_service.py` — Webhook-Service (send, retry, verify HMAC)
- `app/routes/webhooks.py` — CRUD-Routes `/api/v1/webhooks`
- `app/core/webhook_dispatcher.py` — Event-Bus-Subscriber
- `alembic/versions/0036_webhooks.py` — Migration
**Neue Frontend-Dateien:**
- `frontend/src/pages/SettingsWebhooks.tsx` — Webhook-Verwaltung
- `frontend/src/components/webhooks/WebhookForm.tsx` — Create/Edit Form
- `frontend/src/components/webhooks/WebhookDeliveryLog.tsx` — Delivery-Log
- `frontend/src/api/webhooks.ts` — API-Client
**Modifizierte Dateien:**
- `app/main.py` — Router registrieren
- `app/core/event_bus.py` — Webhook-Dispatcher subscriben
- `frontend/src/routes/index.tsx` — Route `/settings/webhooks`
- `frontend/src/pages/Settings.tsx` — Nav-Eintrag "Webhooks"
- `frontend/src/i18n/de.json`
**Features:**
- URL + Secret (HMAC-Signatur)
- Event-Auswahl (Multi-Select aus Event-Bus-Events)
- Aktiv/Pause Toggle
- Delivery-Log mit Status, Response-Code, Latenz
- Retry-Konfiguration
- Test-Button
**Aufwand:** ~1.5 Tage
---
### 4.2 Backup/Restore UI
**Audit-Status:**`backup_check` Cron-Job existiert (prüft last_backup_at, published Events). ❌ Keine Backup-Routes, keine Restore-Funktionalität, keine UI.
**Backend-Ergänzung:**
- `app/routes/backups.py``/api/v1/backups` (list, create, restore, delete)
- `app/services/backup_service.py` — Backup erstellen (pg_dump), Restore (pg_restore)
- `app/models/backup.py` — Backup-Modell
- `alembic/versions/0037_backups.py` — Migration
**Neue Frontend-Dateien:**
- `frontend/src/pages/SettingsBackup.tsx` — Backup-Verwaltung
- `frontend/src/components/backup/BackupList.tsx` — Liste der Backups
- `frontend/src/components/backup/RestoreDialog.tsx` — Restore-Bestätigung
- `frontend/src/api/backups.ts` — API-Client
**Modifizierte Dateien:**
- `app/main.py` — Router registrieren
- `frontend/src/routes/index.tsx` — Route `/settings/backup`
- `frontend/src/pages/Settings.tsx` — Nav-Eintrag "Backup & Restore"
- `frontend/src/i18n/de.json`
**Aufwand:** ~1 Tag
---
### 4.3 Onboarding/Tutorial
**Audit-Status:** ❌ Komplett fehlend.
**Neue Dateien:**
- `frontend/src/components/onboarding/OnboardingTour.tsx` — Guided Tour
- `frontend/src/components/onboarding/WelcomeDialog.tsx` — Willkommens-Dialog
- `frontend/src/store/onboardingStore.ts` — Zustand-Store
**Modifizierte Dateien:**
- `frontend/src/components/layout/AppShell.tsx` — OnboardingTour einbinden
- `frontend/src/api/userPreferences.ts` — onboarding_completed flag
- `frontend/src/i18n/de.json`
**Tour-Schritte (8):**
1. Willkommen
2. Sidebar-Navigation
3. Globale Suche
4. Kontakte erstellen
5. Kalender/Termine
6. KI Assistent
7. Einstellungen
8. Fertig
**Bibliothek:** `react-joyride` oder Custom Implementation
**Aufwand:** ~1 Tag
---
## Implementations-Reihenfolge
```
Phase 1 (Kritisch)
1.1 Workflows UI ████████████████░░░ 1.5 Tage
1.2 Dedup/Merge UI ███████████░░░░░░░░ 1.0 Tag
1.3 Import/Export UI ████████████████░░░ 1.5 Tage (inkl. Backend Export-Route)
1.4 Print/PDF █████░░░░░░░░░░░░░░ 0.5 Tage
Phase 2 (Wichtig)
2.1 Tags UI ███████████░░░░░░░░ 1.0 Tag
2.2 Custom Fields UI ████████████████░░░ 1.5 Tage (inkl. Backend CRUD)
2.3 Notifications Bell █████░░░░░░░░░░░░░░ 0.5 Tage
Phase 3 (Nice-to-have)
3.1 Saved Filters UI █████░░░░░░░░░░░░░░ 0.5 Tage
3.2 Entity History UI █████░░░░░░░░░░░░░░ 0.5 Tage
3.3 Activity Timeline █████░░░░░░░░░░░░░░ 0.5 Tage
3.4 API Docs Link ██░░░░░░░░░░░░░░░░░ 0.25 Tage
Phase 4 (Backend + Frontend)
4.1 Webhooks ████████████████░░░ 1.5 Tage
4.2 Backup/Restore UI ███████████░░░░░░░░ 1.0 Tag
4.3 Onboarding/Tutorial ███████████░░░░░░░░ 1.0 Tag
```
## Deployment-Strategie
### Nach jeder Phase:
1. Frontend Build: `cd frontend && npm run build`
2. Git commit + push
3. Coolify Auto-Deploy
4. Verifikation im Browser
## Abhängigkeiten
```
1.1 Workflows UI ← keine (API ready)
1.2 Dedup/Merge UI ← keine (API ready)
1.3 Import/Export UI ← Backend Export-Route hinzufügen (Service existiert)
1.4 Print/PDF ← keine
2.1 Tags UI ← keine (API ready)
2.2 Custom Fields UI ← Backend CRUD + Migration (neu)
2.3 Notifications Bell ← keine (API ready)
3.1 Saved Filters ← keine (API ready)
3.2 Entity History ← keine (API ready)
3.3 Activity Timeline ← Audit-API ggf. erweitern (Pagination)
3.4 API Docs Link ← keine
4.1 Webhooks ← Backend komplett neu + Migration
4.2 Backup/Restore ← Backend komplett neu + Migration
4.3 Onboarding ← User-Preferences API ggf. erweitern
```
## Risiko-Bewertung
| Feature | Risiko | Grund |
|---------|--------|-------|
| Workflows UI | Mittel | Komplexe Step-Editor UI |
| Custom Fields UI | Hoch | Backend-Ergänzung + dynamisches Rendering |
| Webhooks | Hoch | Backend komplett neu, Security (HMAC, Retry) |
| Backup/Restore | Hoch | Datenverlust-Risiko bei Fehlern |
| Import/Export | Mittel | Backend Export-Route fehlt, Datei-Handling |
| Alle anderen | Niedrig | API existiert, nur UI |
---
## Entfallenes Feature
### ~~Permissions Management UI~~ — BEREITS VORHANDEN
- `SettingsRoles.tsx` (531 Zeilen) hat vollständige Permission-Verwaltung
- `ShareDialog.tsx` (11KB) nutzt File-Permissions API
- `roles.ts` API-Client hat `usePermissions()`, `useRoles()`, `useCreateRole()`, `useUpdateRole()`, `useDeleteRole()`
- Backend `/roles/permissions` liefert alle System+Plugin-Permissions
- Backend Roles-CRUD erlaubt Permission-Zuweisung (grant/deny/field-level)
---
*Plan erstellt am 26.07.2026, audit-korrigiert um 02:17 — bereit zur Umsetzung.*
+33 -1
View File
@@ -70,7 +70,29 @@ class AutomationPlugin(BasePlugin):
"agents:execute",
],
is_core=False,
menu_items=[],
menu_items=[
FrontendMenuItem(
label_key="nav.workflows",
label="Workflows",
path="/workflows",
icon="Workflow",
order=52,
),
FrontendMenuItem(
label_key="nav.importExport",
label="Import / Export",
path="/import-export",
icon="ArrowUpDown",
order=53,
),
FrontendMenuItem(
label_key="nav.dedupMerge",
label="Duplikate",
path="/contacts/dedup",
icon="Copy",
order=54,
),
],
page_routes=[
FrontendPageRoute(
path="/automation",
@@ -82,6 +104,16 @@ class AutomationPlugin(BasePlugin):
component="@/pages/AgentDashboard",
order=51,
),
FrontendPageRoute(
path="/workflows",
component="@/pages/Workflows",
order=52,
),
FrontendPageRoute(
path="/import-export",
component="@/pages/ImportExport",
order=53,
),
],
settings_pages=[
FrontendSettingsPage(
+76
View File
@@ -2,6 +2,7 @@
from __future__ import annotations
import io
import uuid
from fastapi import (
@@ -10,9 +11,11 @@ from fastapi import (
File,
Form,
HTTPException,
Query,
UploadFile,
)
from sqlalchemy.ext.asyncio import AsyncSession
from starlette.responses import StreamingResponse
from app.core.db import get_db
from app.deps import require_permission
@@ -73,3 +76,76 @@ async def import_csv_preview(
dry_run=True,
)
return result
@router.get("/export")
async def export_data(
entity_type: str = Query("contacts", pattern="^(contacts|companies)$"),
format: str = Query("csv", pattern="^(csv|xlsx)$"),
db: AsyncSession = Depends(get_db),
current_user: dict = Depends(require_permission("import_export:read")),
):
"""Export contacts or companies as CSV or XLSX file download.
Query params:
- entity_type: 'contacts' or 'companies' (default: contacts)
- format: 'csv' or 'xlsx' (default: csv)
"""
tenant_id = uuid.UUID(current_user["tenant_id"])
# Determine filename based on entity_type
filename = f"{entity_type}_export.csv"
# Fetch CSV data from the appropriate service function
if entity_type == "contacts":
csv_data = await import_export_service.export_contacts_csv(db, tenant_id)
elif entity_type == "companies":
csv_data = await import_export_service.export_companies_csv(db, tenant_id)
else:
raise HTTPException(status_code=400, detail=f"Unsupported entity_type: {entity_type}")
# XLSX format handling
if format == "xlsx":
try:
import openpyxl
wb = openpyxl.Workbook()
ws = wb.active
ws.title = entity_type.capitalize()
# Parse the CSV string and populate the worksheet
import csv as _csv
reader = _csv.reader(io.StringIO(csv_data))
for row in reader:
ws.append(row)
xlsx_buffer = io.BytesIO()
wb.save(xlsx_buffer)
xlsx_buffer.seek(0)
xlsx_filename = f"{entity_type}_export.xlsx"
return StreamingResponse(
xlsx_buffer,
media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
headers={"Content-Disposition": f'attachment; filename="{xlsx_filename}"'},
)
except ImportError:
# openpyxl not available — fall back to CSV with a warning header
media_type = "text/csv"
headers = {
"Content-Disposition": f'attachment; filename="{filename}"',
"X-Export-Warning": "openpyxl not installed, falling back to CSV format",
}
return StreamingResponse(
iter([csv_data.encode("utf-8")]),
media_type=media_type,
headers=headers,
)
# Default: CSV format
return StreamingResponse(
iter([csv_data.encode("utf-8")]),
media_type="text/csv",
headers={"Content-Disposition": f'attachment; filename="{filename}"'},
)
+39
View File
@@ -252,3 +252,42 @@ async def export_contacts_csv(
]
)
return output.getvalue()
async def export_companies_csv(
db: AsyncSession,
tenant_id: uuid.UUID,
) -> str:
"""Export companies (Contact.type == 'company') as CSV string."""
q = (
select(Contact)
.where(
Contact.tenant_id == tenant_id,
Contact.deleted_at.is_(None),
Contact.type == "company",
)
.order_by(Contact.name)
)
result = await db.execute(q)
companies = result.scalars().all()
output = io.StringIO()
writer = csv.writer(output)
writer.writerow(
["id", "type", "name", "email", "phone", "website", "city", "postalcode", "country"]
)
for c in companies:
writer.writerow(
[
str(c.id),
c.type or "company",
c.name or "",
c.email_1 or "",
c.phone_1 or "",
c.website or "",
c.mailing_city or "",
c.mailing_postalcode or "",
c.mailing_country or "",
]
)
return output.getvalue()
+1
View File
@@ -8,6 +8,7 @@
<link rel="preconnect" href="https://fonts.googleapis.com" />
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="/print.css" media="print" />
</head>
<body>
<div id="root"></div>
+197
View File
@@ -0,0 +1,197 @@
/* Print-specific styles for LeoCRM */
/* Applied via media="print" in index.html */
@media print {
/* ---- Hide non-essential UI elements ---- */
/* Sidebars and navigation */
[data-testid="sidebar"],
[data-testid="topbar"],
[data-testid="message-sidebar"],
[data-testid="ai-sidebar"],
aside,
nav[aria-label="Sidebar"],
nav[aria-label="Main navigation"] {
display: none !important;
}
/* Elements marked with data-no-print attribute */
[data-no-print] {
display: none !important;
}
/* Toolbar, buttons, and action elements */
[data-testid*="toolbar"],
[data-testid*="-toolbar"],
.plugin-toolbar,
button:not([data-print-keep]),
.no-print {
display: none !important;
}
/* ---- Page setup ---- */
@page {
margin: 1.5cm;
}
html, body {
margin: 0 !important;
padding: 0 !important;
font-size: 12pt !important;
color: #000 !important;
background: #fff !important;
line-height: 1.4 !important;
}
/* Remove fixed/sticky positioning that breaks print */
* {
position: static !important;
overflow: visible !important;
}
/* Allow content to flow naturally */
.flex, .flex-col, .flex-1 {
display: block !important;
}
.overflow-hidden, .overflow-y-auto, .overflow-x-auto {
overflow: visible !important;
}
.h-full, .min-h-0 {
height: auto !important;
min-height: 0 !important;
}
/* ---- Show print-only elements ---- */
[data-print-only] {
display: block !important;
}
[data-print-only].inline {
display: inline !important;
}
/* Print header for documents */
.print-header {
display: block !important;
border-bottom: 2px solid #000;
padding-bottom: 8px;
margin-bottom: 16px;
}
.print-header h1 {
font-size: 18pt;
margin: 0 0 4px 0;
}
.print-header .print-date {
font-size: 10pt;
color: #666;
}
/* ---- Format tables for print ---- */
table {
width: 100% !important;
border-collapse: collapse !important;
page-break-inside: auto !important;
}
thead {
display: table-header-group !important;
}
tr {
page-break-inside: avoid !important;
page-break-after: auto !important;
}
th, td {
border: 1px solid #ccc !important;
padding: 4px 8px !important;
font-size: 11pt !important;
text-align: left !important;
color: #000 !important;
}
th {
background: #f5f5f5 !important;
font-weight: 600 !important;
}
/* ---- Format cards for print ---- */
.card,
[class*="rounded-lg"],
[class*="shadow-sm"] {
border: 1px solid #ddd !important;
box-shadow: none !important;
border-radius: 4px !important;
margin-bottom: 12px !important;
padding: 12px !important;
}
/* Background colors to light shades for print readability */
[class*="bg-white"] {
background: #fff !important;
}
[class*="bg-secondary-50"],
[class*="bg-secondary-100"] {
background: #f9f9f9 !important;
}
[class*="bg-primary-50"],
[class*="bg-primary-100"] {
background: #f0f0f0 !important;
}
/* ---- Typography for print ---- */
h1, h2, h3, h4, h5, h6 {
page-break-after: avoid !important;
color: #000 !important;
}
h1 { font-size: 18pt !important; }
h2 { font-size: 15pt !important; }
h3 { font-size: 13pt !important; }
h4 { font-size: 12pt !important; }
p, li {
font-size: 11pt !important;
color: #000 !important;
}
a {
color: #000 !important;
text-decoration: none !important;
}
/* ---- Hide specific interactive elements ---- */
input[type="search"],
input[type="text"],
select,
textarea {
border: 1px solid #ccc !important;
background: #fff !important;
}
/* Images */
img {
max-width: 100% !important;
height: auto !important;
}
/* Avoid page breaks inside critical content */
[data-testid="contact-detail"],
[data-testid="reports-content"],
[data-testid="calendar-view"] {
page-break-inside: auto !important;
}
}
/* Screen: hide print-only elements */
@media screen {
[data-print-only] {
display: none !important;
}
}
+66
View File
@@ -0,0 +1,66 @@
import { apiClient } from './client';
// ─── Types ──────────────────────────────────────────────────────────────────
export interface ImportResult {
total?: number;
created?: number;
updated?: number;
errors?: string[];
warnings?: string[];
rows?: Record<string, unknown>[];
preview?: boolean;
}
export type EntityType = 'companies' | 'contacts';
export type ExportFormat = 'csv' | 'xlsx';
// ─── Import ─────────────────────────────────────────────────────────────────
/**
* Import a CSV file. When dryRun is true, a preview is returned without
* writing to the database.
*/
export async function importCsv(
file: File,
entityType: string,
dryRun: boolean
): Promise<ImportResult> {
const url = dryRun ? '/import/preview' : '/import';
const formData = new FormData();
formData.append('file', file);
formData.append('entity_type', entityType);
const response = await apiClient.post<ImportResult>(url, formData, {
headers: { 'Content-Type': 'multipart/form-data' },
});
return response.data;
}
// ─── Export ─────────────────────────────────────────────────────────────────
/**
* Export data as CSV or XLSX and trigger a browser download.
*/
export async function exportData(
entityType: string,
format: string
): Promise<void> {
const url = `/export?entity_type=${encodeURIComponent(entityType)}&format=${encodeURIComponent(format)}`;
const response = await apiClient.get(url, { responseType: 'blob' });
const blob = new Blob([response.data], {
type: format === 'xlsx'
? 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet'
: 'text/csv',
});
const blobUrl = URL.createObjectURL(blob);
const link = document.createElement('a');
link.href = blobUrl;
link.download = `${entityType}_export.${format}`;
document.body.appendChild(link);
link.click();
document.body.removeChild(link);
URL.revokeObjectURL(blobUrl);
}
@@ -0,0 +1,137 @@
/**
* PrintButton — reusable button with dropdown for Print and PDF export.
* Uses lucide-react icons and clsx for styling.
*/
import React, { useState, useRef, useEffect, useCallback } from 'react';
import clsx from 'clsx';
import { Printer, FileDown, ChevronDown } from 'lucide-react';
import { printElement, printCurrentPage, exportToPDF } from '@/utils/print';
export interface PrintButtonProps {
/** Element id to print. If omitted, prints the whole page. */
targetId?: string;
/** Filename suggestion for PDF export. */
filename?: string;
/** Additional Tailwind classes for the trigger button. */
className?: string;
}
export function PrintButton({
targetId,
filename = 'export',
className,
}: PrintButtonProps) {
const [open, setOpen] = useState(false);
const containerRef = useRef<HTMLDivElement>(null);
// Close dropdown when clicking outside
useEffect(() => {
if (!open) return;
const handleClickOutside = (e: MouseEvent) => {
if (containerRef.current && !containerRef.current.contains(e.target as Node)) {
setOpen(false);
}
};
const handleEscape = (e: KeyboardEvent) => {
if (e.key === 'Escape') setOpen(false);
};
document.addEventListener('mousedown', handleClickOutside);
document.addEventListener('keydown', handleEscape);
return () => {
document.removeEventListener('mousedown', handleClickOutside);
document.removeEventListener('keydown', handleEscape);
};
}, [open]);
const handlePrint = useCallback(() => {
setOpen(false);
if (targetId) {
printElement(targetId);
} else {
printCurrentPage();
}
}, [targetId]);
const handleExportPDF = useCallback(() => {
setOpen(false);
if (targetId) {
exportToPDF(targetId, filename);
} else {
// No specific element — use whole-page print which user can save as PDF
printCurrentPage();
}
}, [targetId, filename]);
return (
<div ref={containerRef} className="relative inline-block" data-no-print>
<button
type="button"
onClick={() => setOpen((v) => !v)}
className={clsx(
'inline-flex items-center gap-1.5 px-2.5 py-1.5 rounded-md',
'text-sm font-medium text-secondary-700',
'border border-secondary-300 bg-white',
'hover:bg-secondary-50 transition-colors',
'min-h-touch',
open && 'ring-2 ring-primary-500 ring-offset-1',
className,
)}
aria-haspopup="menu"
aria-expanded={open}
aria-label="Drucken oder als PDF exportieren"
title="Drucken / PDF"
data-testid="print-button-trigger"
>
<Printer className="w-4 h-4" aria-hidden="true" strokeWidth={2} />
<span className="hidden sm:inline">Drucken</span>
<ChevronDown
className={clsx('w-3.5 h-3.5 transition-transform', open && 'rotate-180')}
aria-hidden="true"
strokeWidth={2}
/>
</button>
{open && (
<div
role="menu"
className={clsx(
'absolute right-0 mt-1 z-50',
'min-w-[180px] rounded-md border border-secondary-200',
'bg-white shadow-lg py-1',
)}
data-testid="print-button-dropdown"
>
<button
type="button"
onClick={handlePrint}
className={clsx(
'flex items-center gap-2 w-full px-3 py-2',
'text-sm text-secondary-700 hover:bg-secondary-50',
'transition-colors text-left',
)}
role="menuitem"
data-testid="print-button-print"
>
<Printer className="w-4 h-4 text-secondary-500" aria-hidden="true" strokeWidth={2} />
<span>Drucken</span>
</button>
<button
type="button"
onClick={handleExportPDF}
className={clsx(
'flex items-center gap-2 w-full px-3 py-2',
'text-sm text-secondary-700 hover:bg-secondary-50',
'transition-colors text-left',
)}
role="menuitem"
data-testid="print-button-pdf"
>
<FileDown className="w-4 h-4 text-secondary-500" aria-hidden="true" strokeWidth={2} />
<span>Als PDF</span>
</button>
</div>
)}
</div>
);
}
@@ -0,0 +1,114 @@
/**
* DuplicatePairCard — Side-by-side comparison of a duplicate pair.
* Shows both contacts with key fields, similarity score badge, match reasons,
* and a "Zusammenführen" button.
*/
import React from 'react';
import { useTranslation } from 'react-i18next';
import clsx from 'clsx';
import { GitMerge, Mail, Phone, MapPin, Calendar, User } from 'lucide-react';
import { Badge, type BadgeVariant } from '@/components/ui/Badge';
import { Button } from '@/components/ui/Button';
import type { DuplicatePair, DuplicateContactBrief } from '@/api/dedup';
export interface DuplicatePairCardProps {
pair: DuplicatePair;
onMerge: (pair: DuplicatePair) => void;
}
function similarityVariant(score: number): BadgeVariant {
const pct = score * 100;
if (pct > 90) return 'success';
if (pct > 75) return 'warning';
return 'danger';
}
function ContactColumn({ contact, label }: { contact: DuplicateContactBrief; label: string }) {
const { t } = useTranslation();
const fullName =
contact.firstname || contact.surname
? `${contact.firstname ?? ''} ${contact.surname ?? ''}`.trim()
: contact.displayname || contact.name || '—';
const rows = [
{ icon: User, label: t('dedup.field.name', 'Name'), value: fullName },
{ icon: Mail, label: t('dedup.field.email', 'E-Mail'), value: contact.email_1 },
{ icon: Phone, label: t('dedup.field.phone', 'Telefon'), value: contact.phone_1 },
{ icon: MapPin, label: t('dedup.field.city', 'Stadt'), value: contact.mailing_city },
{ icon: MapPin, label: t('dedup.field.postalcode', 'PLZ'), value: contact.mailing_postalcode },
{ icon: Calendar, label: t('dedup.field.created', 'Erstellt'), value: contact.created_at },
];
return (
<div className="flex-1 min-w-0 rounded-md border border-secondary-200 bg-secondary-50 p-4">
<p className="mb-3 text-xs font-semibold uppercase tracking-wide text-secondary-500">{label}</p>
<dl className="space-y-2">
{rows.map((row) => {
const Icon = row.icon;
return (
<div key={row.label} className="flex items-start gap-2">
<Icon className="mt-0.5 h-4 w-4 flex-shrink-0 text-secondary-400" aria-hidden="true" />
<div className="min-w-0">
<dt className="text-xs text-secondary-500">{row.label}</dt>
<dd className={clsx('text-sm text-secondary-900 truncate', !row.value && 'text-secondary-300')}>
{row.value || '—'}
</dd>
</div>
</div>
);
})}
</dl>
</div>
);
}
export function DuplicatePairCard({ pair, onMerge }: DuplicatePairCardProps) {
const { t } = useTranslation();
const pct = Math.round(pair.similarity_score * 100);
return (
<div className="rounded-lg border border-secondary-200 bg-white shadow-sm">
{/* Header: score + reasons + merge button */}
<div className="flex flex-wrap items-center justify-between gap-3 border-b border-secondary-200 px-5 py-3">
<div className="flex flex-wrap items-center gap-2">
<Badge variant={similarityVariant(pair.similarity_score)} className="text-sm font-bold">
{pct}%
</Badge>
<span className="text-sm text-secondary-600">
{t('dedup.similarity', 'Ähnlichkeit')}
</span>
{pair.match_reasons.length > 0 && (
<div className="flex flex-wrap items-center gap-1.5">
{pair.match_reasons.map((reason) => (
<Badge key={reason} variant="secondary">
{reason}
</Badge>
))}
</div>
)}
</div>
<Button
size="sm"
variant="primary"
icon={<GitMerge className="h-4 w-4" />}
onClick={() => onMerge(pair)}
>
{t('dedup.merge', 'Zusammenführen')}
</Button>
</div>
{/* Body: side-by-side contacts */}
<div className="flex flex-col gap-4 p-5 md:flex-row">
<ContactColumn
contact={pair.source_contact}
label={t('dedup.sourceContact', 'Quell-Kontakt')}
/>
<ContactColumn
contact={pair.target_contact}
label={t('dedup.targetContact', 'Ziel-Kontakt')}
/>
</div>
</div>
);
}
@@ -0,0 +1,287 @@
/**
* MergeDialog — Merge confirmation dialog with per-field value selection.
* Shows both contacts side-by-side, lets user choose source/target/manual value
* for each mergeable field, then calls useMergeContacts().
*/
import React, { useState, useEffect, useMemo } from 'react';
import { useTranslation } from 'react-i18next';
import clsx from 'clsx';
import { AlertTriangle } from 'lucide-react';
import { Modal } from '@/components/ui/Modal';
import { Button } from '@/components/ui/Button';
import { useToast } from '@/components/ui/Toast';
import { useMergeContacts, type DuplicatePair, type DuplicateContactBrief } from '@/api/dedup';
export interface MergeDialogProps {
open: boolean;
pair: DuplicatePair | null;
onClose: () => void;
}
type FieldChoice = 'source' | 'target' | 'manual';
interface FieldConfig {
key: keyof DuplicateContactBrief;
labelKey: string;
labelFallback: string;
}
const MERGE_FIELDS: FieldConfig[] = [
{ key: 'firstname', labelKey: 'dedup.field.firstname', labelFallback: 'Vorname' },
{ key: 'surname', labelKey: 'dedup.field.surname', labelFallback: 'Nachname' },
{ key: 'email_1', labelKey: 'dedup.field.email', labelFallback: 'E-Mail' },
{ key: 'phone_1', labelKey: 'dedup.field.phone', labelFallback: 'Telefon' },
{ key: 'mailing_city', labelKey: 'dedup.field.city', labelFallback: 'Stadt' },
{ key: 'mailing_postalcode', labelKey: 'dedup.field.postalcode', labelFallback: 'PLZ' },
];
function getFieldValue(contact: DuplicateContactBrief | undefined, key: keyof DuplicateContactBrief): string {
if (!contact) return '';
const val = contact[key];
return val == null ? '' : String(val);
}
export function MergeDialog({ open, pair, onClose }: MergeDialogProps) {
const { t } = useTranslation();
const toast = useToast();
const mergeMutation = useMergeContacts();
const [choices, setChoices] = useState<Record<string, FieldChoice>>({});
const [manualValues, setManualValues] = useState<Record<string, string>>({});
const [note, setNote] = useState('');
// Reset state when dialog opens with a new pair
useEffect(() => {
if (open && pair) {
const initialChoices: Record<string, FieldChoice> = {};
const initialManual: Record<string, string> = {};
for (const field of MERGE_FIELDS) {
initialChoices[field.key] = 'target';
initialManual[field.key] = '';
}
setChoices(initialChoices);
setManualValues(initialManual);
setNote('');
}
}, [open, pair]);
const handleChoiceChange = (fieldKey: string, choice: FieldChoice) => {
setChoices((prev) => ({ ...prev, [fieldKey]: choice }));
};
const handleManualChange = (fieldKey: string, value: string) => {
setManualValues((prev) => ({ ...prev, [fieldKey]: value }));
};
// Build field_overrides from choices
const fieldOverrides = useMemo(() => {
if (!pair) return {};
const overrides: Record<string, unknown> = {};
for (const field of MERGE_FIELDS) {
const choice = choices[field.key] ?? 'target';
if (choice === 'manual') {
overrides[field.key] = manualValues[field.key] ?? '';
} else if (choice === 'source') {
overrides[field.key] = getFieldValue(pair.source_contact, field.key);
}
// 'target' means no override — surviving record keeps its value
}
return overrides;
}, [choices, manualValues, pair]);
const handleMerge = () => {
if (!pair) return;
mergeMutation.mutate(
{
source_contact_id: pair.source_contact.id,
target_contact_id: pair.target_contact.id,
field_overrides: fieldOverrides,
note: note.trim() || undefined,
},
{
onSuccess: () => {
toast.success(t('dedup.mergeSuccess', 'Kontakte wurden erfolgreich zusammengeführt.'));
onClose();
},
onError: (error: unknown) => {
const message =
error instanceof Error
? error.message
: t('dedup.mergeError', 'Fehler beim Zusammenführen der Kontakte.');
toast.error(message);
},
},
);
};
if (!pair) return null;
const sourceName =
pair.source_contact.firstname || pair.source_contact.surname
? `${pair.source_contact.firstname ?? ''} ${pair.source_contact.surname ?? ''}`.trim()
: pair.source_contact.displayname || pair.source_contact.id;
const targetName =
pair.target_contact.firstname || pair.target_contact.surname
? `${pair.target_contact.firstname ?? ''} ${pair.target_contact.surname ?? ''}`.trim()
: pair.target_contact.displayname || pair.target_contact.id;
return (
<Modal
open={open}
onClose={onClose}
title={t('dedup.mergeDialogTitle', 'Kontakte zusammenführen')}
size="xl"
>
<div className="space-y-5">
{/* Warning */}
<div className="flex items-start gap-3 rounded-md border border-warning-300 bg-warning-50 p-3">
<AlertTriangle className="mt-0.5 h-5 w-5 flex-shrink-0 text-warning-600" aria-hidden="true" />
<p className="text-sm text-warning-800">
{t(
'dedup.mergeWarning',
'Der Quell-Kontakt wird nach dem Merge gelöscht. Diese Aktion kann nicht rückgängig gemacht werden.',
)}
</p>
</div>
{/* Contact names summary */}
<div className="flex items-center justify-center gap-3 text-sm text-secondary-700">
<span className="font-medium text-secondary-900">{sourceName}</span>
<span className="text-secondary-400"></span>
<span className="font-medium text-secondary-900">{targetName}</span>
</div>
{/* Field-by-field selection table */}
<div className="overflow-x-auto">
<table className="w-full text-sm">
<thead>
<tr className="border-b border-secondary-200 text-left text-xs uppercase tracking-wide text-secondary-500">
<th className="pb-2 pr-4 font-semibold">
{t('dedup.field', 'Feld')}
</th>
<th className="pb-2 pr-4 font-semibold">
{t('dedup.sourceContact', 'Quell-Kontakt')}
</th>
<th className="pb-2 pr-4 font-semibold">
{t('dedup.targetContact', 'Ziel-Kontakt')}
</th>
<th className="pb-2 pr-4 font-semibold">
{t('dedup.manual', 'Manuell')}
</th>
</tr>
</thead>
<tbody>
{MERGE_FIELDS.map((field) => {
const sourceVal = getFieldValue(pair.source_contact, field.key);
const targetVal = getFieldValue(pair.target_contact, field.key);
const choice = choices[field.key] ?? 'target';
return (
<tr key={field.key} className="border-b border-secondary-100">
<td className="py-3 pr-4 font-medium text-secondary-700">
{t(field.labelKey, field.labelFallback)}
</td>
<td className="py-3 pr-4">
<label className="flex items-center gap-2 cursor-pointer">
<input
type="radio"
name={`field-${field.key}`}
value="source"
checked={choice === 'source'}
onChange={() => handleChoiceChange(field.key, 'source')}
className="h-4 w-4 text-primary-600 focus:ring-primary-500"
/>
<span className={clsx('text-secondary-900', !sourceVal && 'text-secondary-300')}>
{sourceVal || '—'}
</span>
</label>
</td>
<td className="py-3 pr-4">
<label className="flex items-center gap-2 cursor-pointer">
<input
type="radio"
name={`field-${field.key}`}
value="target"
checked={choice === 'target'}
onChange={() => handleChoiceChange(field.key, 'target')}
className="h-4 w-4 text-primary-600 focus:ring-primary-500"
/>
<span className={clsx('text-secondary-900', !targetVal && 'text-secondary-300')}>
{targetVal || '—'}
</span>
</label>
</td>
<td className="py-3 pr-4">
<div className="flex items-center gap-2">
<input
type="radio"
name={`field-${field.key}`}
value="manual"
checked={choice === 'manual'}
onChange={() => handleChoiceChange(field.key, 'manual')}
className="h-4 w-4 text-primary-600 focus:ring-primary-500"
/>
<input
type="text"
value={manualValues[field.key] ?? ''}
onChange={(e) => {
handleManualChange(field.key, e.target.value);
if (choice !== 'manual') handleChoiceChange(field.key, 'manual');
}}
disabled={choice !== 'manual'}
className={clsx(
'flex-1 rounded-md border px-2 py-1 text-sm min-h-touch',
'focus:outline-none focus:ring-2 focus:ring-primary-500 focus:border-primary-500',
choice === 'manual'
? 'border-primary-400 text-secondary-900'
: 'border-secondary-200 text-secondary-400 bg-secondary-50',
)}
placeholder={t('dedup.manualPlaceholder', 'Eigener Wert…')}
/>
</div>
</td>
</tr>
);
})}
</tbody>
</table>
</div>
{/* Note textarea */}
<div>
<label htmlFor="merge-note" className="block text-sm font-medium text-secondary-700 mb-1">
{t('dedup.note', 'Notiz (optional)')}
</label>
<textarea
id="merge-note"
value={note}
onChange={(e) => setNote(e.target.value)}
rows={3}
className={clsx(
'block w-full rounded-md border border-secondary-300 px-3 py-2 text-base min-h-touch',
'focus:outline-none focus:ring-2 focus:ring-primary-500 focus:border-primary-500',
'text-secondary-900 placeholder-secondary-400 resize-y',
)}
placeholder={t('dedup.notePlaceholder', 'Grund für den Merge…')}
/>
</div>
{/* Actions */}
<div className="flex justify-end gap-3 pt-2">
<Button variant="secondary" onClick={onClose} disabled={mergeMutation.isPending}>
{t('common.cancel', 'Abbrechen')}
</Button>
<Button
variant="danger"
onClick={handleMerge}
isLoading={mergeMutation.isPending}
>
{t('dedup.executeMerge', 'Merge ausführen')}
</Button>
</div>
</div>
</Modal>
);
}
@@ -0,0 +1,176 @@
/**
* MergeHistory — Collapsible list of past merge operations.
* Uses useMergeHistory() hook internally.
*/
import React, { useState } from 'react';
import { useTranslation } from 'react-i18next';
import { ChevronDown, ChevronRight, History, GitMerge } from 'lucide-react';
import { useMergeHistory, type MergeHistoryItem } from '@/api/dedup';
function formatDate(iso: string | null): string {
if (!iso) return '—';
try {
const d = new Date(iso);
return d.toLocaleString('de-DE', {
day: '2-digit',
month: '2-digit',
year: 'numeric',
hour: '2-digit',
minute: '2-digit',
});
} catch {
return iso;
}
}
function formatFieldName(key: string): string {
const map: Record<string, string> = {
firstname: 'Vorname',
surname: 'Nachname',
email_1: 'E-Mail',
phone_1: 'Telefon',
mailing_city: 'Stadt',
mailing_postalcode: 'PLZ',
};
return map[key] ?? key;
}
function MergeHistoryRow({ item }: { item: MergeHistoryItem }) {
const { t } = useTranslation();
const [expanded, setExpanded] = useState(false);
const mergedFields = item.merged_fields;
const fieldEntries = Object.entries(mergedFields || {});
return (
<div className="border-b border-secondary-100 last:border-b-0">
<button
onClick={() => setExpanded((v) => !v)}
className="flex w-full items-center gap-3 py-3 text-left hover:bg-secondary-50 px-3 rounded-md transition-colors"
>
{expanded ? (
<ChevronDown className="h-4 w-4 flex-shrink-0 text-secondary-400" aria-hidden="true" />
) : (
<ChevronRight className="h-4 w-4 flex-shrink-0 text-secondary-400" aria-hidden="true" />
)}
<GitMerge className="h-4 w-4 flex-shrink-0 text-secondary-400" aria-hidden="true" />
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 text-sm text-secondary-900">
<span className="font-medium">
{t('dedup.history.source', 'Quelle')}: {item.source_contact_id.slice(0, 8)}
</span>
<span className="text-secondary-400"></span>
<span className="font-medium">
{t('dedup.history.target', 'Ziel')}: {item.target_contact_id.slice(0, 8)}
</span>
</div>
<div className="mt-0.5 flex items-center gap-3 text-xs text-secondary-500">
<span>{formatDate(item.created_at)}</span>
{item.merged_by && (
<span>
{t('dedup.history.mergedBy', 'durch')}: {item.merged_by}
</span>
)}
{item.note && (
<span className="truncate">{item.note}</span>
)}
</div>
</div>
</button>
{expanded && fieldEntries.length > 0 && (
<div className="px-10 pb-3">
<p className="mb-1 text-xs font-semibold uppercase tracking-wide text-secondary-500">
{t('dedup.history.mergedFields', 'Überschriebene Felder')}:
</p>
<ul className="space-y-0.5">
{fieldEntries.map(([key, val]) => (
<li key={key} className="text-sm text-secondary-700">
<span className="font-medium">{formatFieldName(key)}:</span>{' '}
{val == null ? '—' : String(val)}
</li>
))}
</ul>
</div>
)}
{expanded && fieldEntries.length === 0 && (
<div className="px-10 pb-3 text-sm text-secondary-400">
{t('dedup.history.noOverrides', 'Keine Feld-Überschreibungen.')}
</div>
)}
</div>
);
}
export function MergeHistory() {
const { t } = useTranslation();
const [isOpen, setIsOpen] = useState(false);
const { data, isLoading, isError, error } = useMergeHistory(1, 20);
const items = data?.items ?? [];
const total = data?.total ?? 0;
return (
<div className="rounded-lg border border-secondary-200 bg-white shadow-sm">
<button
onClick={() => setIsOpen((v) => !v)}
className="flex w-full items-center justify-between px-5 py-3 text-left"
>
<div className="flex items-center gap-2">
<History className="h-5 w-5 text-secondary-400" aria-hidden="true" />
<h3 className="text-lg font-semibold text-secondary-900">
{t('dedup.history.title', 'Merge-Historie')}
</h3>
{total > 0 && (
<span className="ml-1 rounded-full bg-secondary-100 px-2 py-0.5 text-xs font-medium text-secondary-600">
{total}
</span>
)}
</div>
{isOpen ? (
<ChevronDown className="h-5 w-5 text-secondary-400" aria-hidden="true" />
) : (
<ChevronRight className="h-5 w-5 text-secondary-400" aria-hidden="true" />
)}
</button>
{isOpen && (
<div className="border-t border-secondary-200 px-3 py-2">
{isLoading && (
<div className="py-8 text-center text-sm text-secondary-500">
{t('common.loading', 'Laden…')}
</div>
)}
{isError && (
<div className="py-8 text-center text-sm text-danger-600">
{t('dedup.history.loadError', 'Fehler beim Laden der Historie.')}
{error instanceof Error && (
<span className="block mt-1 text-xs text-secondary-400">{error.message}</span>
)}
</div>
)}
{!isLoading && !isError && items.length === 0 && (
<div className="py-8 text-center text-sm text-secondary-500">
{t('dedup.history.empty', 'Noch keine Merges durchgeführt.')}
</div>
)}
{!isLoading && !isError && items.length > 0 && (
<div>
{items.map((item) => (
<MergeHistoryRow key={item.id} item={item} />
))}
{total > items.length && (
<p className="mt-2 px-3 py-2 text-center text-xs text-secondary-400">
{t('dedup.history.more', 'Weitere Einträge auf Seite 2+')}
</p>
)}
</div>
)}
</div>
)}
</div>
);
}
@@ -0,0 +1,120 @@
import React, { useState } from 'react';
import { useTranslation } from 'react-i18next';
import { Download, Loader2, FileText, CheckCircle } from 'lucide-react';
import { Card } from '@/components/ui/Card';
import { Button } from '@/components/ui/Button';
import { Select } from '@/components/ui/Select';
import { Badge } from '@/components/ui/Badge';
import { useToast } from '@/components/ui/Toast';
import { exportData } from '@/api/importExport';
// ─── Constants ──────────────────────────────────────────────────────────────
const ENTITY_OPTIONS = [
{ value: 'contacts', label: 'Kontakte' },
{ value: 'companies', label: 'Firmen' },
];
const FORMAT_OPTIONS = [
{ value: 'csv', label: 'CSV' },
{ value: 'xlsx', label: 'XLSX' },
];
// ─── Component ──────────────────────────────────────────────────────────────
export function ExportPanel() {
const { t } = useTranslation();
const toast = useToast();
const [entityType, setEntityType] = useState<string>('contacts');
const [format, setFormat] = useState<string>('csv');
const [isExporting, setIsExporting] = useState(false);
const [lastExport, setLastExport] = useState<string | null>(null);
const handleExport = async () => {
setIsExporting(true);
try {
await exportData(entityType, format);
const timestamp = new Date().toLocaleString();
setLastExport(timestamp);
toast.success(
t('importExport.exportSuccess', 'Export erfolgreich heruntergeladen')
);
} catch (err: any) {
toast.error(
err?.message || t('importExport.exportFailed', 'Export fehlgeschlagen')
);
} finally {
setIsExporting(false);
}
};
return (
<Card
title={t('importExport.exportTitle', 'Daten exportieren')}
description={t('importExport.exportDescription', 'Exportieren Sie Kontakte oder Firmen als CSV- oder XLSX-Datei')}
>
<div className="space-y-5">
{/* Entity type */}
<Select
label={t('importExport.entityType', 'Entitätstyp')}
options={ENTITY_OPTIONS}
value={entityType}
onChange={(e) => setEntityType(e.target.value)}
required
/>
{/* Format */}
<Select
label={t('importExport.format', 'Format')}
options={FORMAT_OPTIONS}
value={format}
onChange={(e) => setFormat(e.target.value)}
required
/>
{/* Preview info */}
<div className="bg-secondary-50 rounded-lg p-4 flex items-start gap-3">
<FileText className="w-5 h-5 text-secondary-400 mt-0.5 flex-shrink-0" />
<div className="text-sm text-secondary-600 space-y-1">
<p>
{t('importExport.exportSummary', 'Exportiert alle')}{' '}
<span className="font-medium text-secondary-900">
{entityType === 'contacts' ? 'Kontakte' : 'Firmen'}
</span>{' '}
als{' '}
<span className="font-medium text-secondary-900">
{format.toUpperCase()}
</span>
</p>
<p className="text-xs text-secondary-500">
{t('importExport.exportHint', 'Die Datei wird nach dem Klick auf "Exportieren" heruntergeladen')}
</p>
</div>
</div>
{/* Last export */}
{lastExport && (
<div className="flex items-center gap-2 text-sm text-success-700">
<CheckCircle className="w-4 h-4" />
<span>
{t('importExport.lastExport', 'Letzter Export')}: {lastExport}
</span>
</div>
)}
{/* Action */}
<div className="flex justify-end">
<Button
onClick={handleExport}
disabled={isExporting}
isLoading={isExporting}
icon={!isExporting ? <Download className="w-4 h-4" /> : undefined}
>
{t('importExport.export', 'Exportieren')}
</Button>
</div>
</div>
</Card>
);
}
@@ -0,0 +1,593 @@
import React, { useCallback, useRef, useState } from 'react';
import { useTranslation } from 'react-i18next';
import {
AlertCircle,
CheckCircle,
FileText,
Loader2,
Upload,
RotateCcw,
ArrowLeft,
Eye,
Play,
} from 'lucide-react';
import clsx from 'clsx';
import { Card } from '@/components/ui/Card';
import { Button } from '@/components/ui/Button';
import { Select } from '@/components/ui/Select';
import { Badge } from '@/components/ui/Badge';
import { useToast } from '@/components/ui/Toast';
import { importCsv, type ImportResult } from '@/api/importExport';
// ─── Constants ──────────────────────────────────────────────────────────────
const MAX_FILE_SIZE = 10 * 1024 * 1024; // 10 MB
const ACCEPTED_EXTENSIONS = ['.csv'];
const ENTITY_OPTIONS = [
{ value: 'contacts', label: 'Kontakte' },
{ value: 'companies', label: 'Firmen' },
];
type WizardStep = 'upload' | 'preview' | 'review' | 'result';
// ─── Component ──────────────────────────────────────────────────────────────
export function ImportWizard() {
const { t } = useTranslation();
const toast = useToast();
const [step, setStep] = useState<WizardStep>('upload');
const [file, setFile] = useState<File | null>(null);
const [entityType, setEntityType] = useState<string>('contacts');
const [previewResult, setPreviewResult] = useState<ImportResult | null>(null);
const [importResult, setImportResult] = useState<ImportResult | null>(null);
const [previewConfirmed, setPreviewConfirmed] = useState(false);
const [isDragOver, setIsDragOver] = useState(false);
const [isLoadingPreview, setIsLoadingPreview] = useState(false);
const [isLoadingImport, setIsLoadingImport] = useState(false);
const [fileError, setFileError] = useState<string | null>(null);
const inputRef = useRef<HTMLInputElement>(null);
// ─── File validation ────────────────────────────────────────────────────
const validateFile = useCallback((f: File): string | null => {
const ext = f.name.toLowerCase().substring(f.name.lastIndexOf('.'));
if (!ACCEPTED_EXTENSIONS.includes(ext)) {
return t('importExport.onlyCsvAllowed', 'Nur CSV-Dateien sind erlaubt');
}
if (f.size > MAX_FILE_SIZE) {
return t('importExport.fileTooLarge', 'Datei ist größer als 10 MB');
}
return null;
}, [t]);
const handleFileSelect = useCallback((f: File | null) => {
if (!f) return;
const error = validateFile(f);
if (error) {
setFileError(error);
setFile(null);
return;
}
setFileError(null);
setFile(f);
}, [validateFile]);
const handleDrop = useCallback((e: React.DragEvent) => {
e.preventDefault();
setIsDragOver(false);
const droppedFile = e.dataTransfer.files?.[0];
if (droppedFile) handleFileSelect(droppedFile);
}, [handleFileSelect]);
const handleDragOver = useCallback((e: React.DragEvent) => {
e.preventDefault();
setIsDragOver(true);
}, []);
const handleDragLeave = useCallback((e: React.DragEvent) => {
e.preventDefault();
setIsDragOver(false);
}, []);
const handleFileInputChange = useCallback((e: React.ChangeEvent<HTMLInputElement>) => {
const selected = e.target.files?.[0] ?? null;
handleFileSelect(selected);
}, [handleFileSelect]);
// ─── Preview ────────────────────────────────────────────────────────────
const handlePreview = async () => {
if (!file) return;
setIsLoadingPreview(true);
try {
const result = await importCsv(file, entityType, true);
setPreviewResult(result);
setStep('preview');
} catch (err: any) {
toast.error(err?.message || t('importExport.previewFailed', 'Vorschau fehlgeschlagen'));
} finally {
setIsLoadingPreview(false);
}
};
// ─── Import ─────────────────────────────────────────────────────────────
const handleImport = async () => {
if (!file) return;
setIsLoadingImport(true);
try {
const result = await importCsv(file, entityType, false);
setImportResult(result);
setStep('result');
toast.success(t('importExport.importSuccess', 'Import erfolgreich abgeschlossen'));
} catch (err: any) {
setImportResult({
errors: [err?.message || t('importExport.importFailed', 'Import fehlgeschlagen')],
});
setStep('result');
} finally {
setIsLoadingImport(false);
}
};
// ─── Reset ──────────────────────────────────────────────────────────────
const handleReset = () => {
setStep('upload');
setFile(null);
setPreviewResult(null);
setImportResult(null);
setPreviewConfirmed(false);
setFileError(null);
if (inputRef.current) inputRef.current.value = '';
};
const handleBack = () => {
if (step === 'preview') setStep('upload');
else if (step === 'review') setStep('preview');
};
// ─── Step indicator ─────────────────────────────────────────────────────
const steps: { key: WizardStep; label: string }[] = [
{ key: 'upload', label: t('importExport.stepUpload', 'Datei hochladen') },
{ key: 'preview', label: t('importExport.stepPreview', 'Vorschau') },
{ key: 'review', label: t('importExport.stepReview', 'Überprüfung') },
{ key: 'result', label: t('importExport.stepResult', 'Ergebnis') },
];
const currentStepIndex = steps.findIndex((s) => s.key === step);
// ─── Render ─────────────────────────────────────────────────────────────
return (
<div className="space-y-6">
{/* Step indicator */}
<div className="flex items-center justify-between max-w-2xl">
{steps.map((s, idx) => (
<React.Fragment key={s.key}>
<div className="flex items-center gap-2">
<span
className={clsx(
'flex items-center justify-center w-8 h-8 rounded-full text-sm font-medium transition-colors',
idx <= currentStepIndex
? 'bg-primary-600 text-white'
: 'bg-secondary-200 text-secondary-500'
)}
>
{idx < currentStepIndex ? (
<CheckCircle className="w-4 h-4" />
) : (
idx + 1
)}
</span>
<span
className={clsx(
'text-sm font-medium hidden sm:inline',
idx <= currentStepIndex ? 'text-secondary-900' : 'text-secondary-400'
)}
>
{s.label}
</span>
</div>
{idx < steps.length - 1 && (
<div
className={clsx(
'flex-1 h-0.5 mx-2 transition-colors',
idx < currentStepIndex ? 'bg-primary-600' : 'bg-secondary-200'
)}
/>
)}
</React.Fragment>
))}
</div>
{/* Step: Upload */}
{step === 'upload' && (
<Card
title={t('importExport.uploadTitle', 'Datei hochladen')}
description={t('importExport.uploadDescription', 'Wählen Sie eine CSV-Datei und den Entitätstyp für den Import')}
>
<div className="space-y-4">
{/* Entity type */}
<Select
label={t('importExport.entityType', 'Entitätstyp')}
options={ENTITY_OPTIONS}
value={entityType}
onChange={(e) => setEntityType(e.target.value)}
required
/>
{/* Drag & drop zone */}
<div
onDrop={handleDrop}
onDragOver={handleDragOver}
onDragLeave={handleDragLeave}
onClick={() => inputRef.current?.click()}
className={clsx(
'border-2 border-dashed rounded-lg p-8 text-center cursor-pointer transition-colors',
isDragOver
? 'border-primary-500 bg-primary-50'
: 'border-secondary-300 hover:border-secondary-400 bg-secondary-50'
)}
>
<input
ref={inputRef}
type="file"
accept=".csv"
onChange={handleFileInputChange}
className="hidden"
/>
{file ? (
<div className="flex flex-col items-center gap-2">
<FileText className="w-10 h-10 text-primary-600" />
<p className="text-sm font-medium text-secondary-900">{file.name}</p>
<p className="text-xs text-secondary-500">
{(file.size / 1024).toFixed(1)} KB
</p>
</div>
) : (
<div className="flex flex-col items-center gap-2">
<Upload className="w-10 h-10 text-secondary-400" />
<p className="text-sm font-medium text-secondary-700">
{t('importExport.dropFileHere', 'CSV-Datei hierher ziehen oder klicken zum Auswählen')}
</p>
<p className="text-xs text-secondary-500">
{t('importExport.fileConstraints', 'Max. 10 MB, nur .csv')}
</p>
</div>
)}
</div>
{fileError && (
<div className="flex items-center gap-2 text-sm text-danger-600">
<AlertCircle className="w-4 h-4 flex-shrink-0" />
<span>{fileError}</span>
</div>
)}
{/* Action */}
<div className="flex justify-end">
<Button
onClick={handlePreview}
disabled={!file || isLoadingPreview}
isLoading={isLoadingPreview}
icon={!isLoadingPreview ? <Eye className="w-4 h-4" /> : undefined}
>
{t('importExport.preview', 'Vorschau')}
</Button>
</div>
</div>
</Card>
)}
{/* Step: Preview */}
{step === 'preview' && previewResult && (
<Card
title={t('importExport.previewTitle', 'Vorschau der Daten')}
description={t('importExport.previewDescription', 'Überprüfen Sie das Ergebnis des Dry-Run-Imports')}
actions={
<Button variant="ghost" size="sm" onClick={handleBack} icon={<ArrowLeft className="w-4 h-4" />}>
{t('common.back', 'Zurück')}
</Button>
}
>
<div className="space-y-4">
{/* Summary stats */}
<div className="grid grid-cols-2 sm:grid-cols-3 gap-4">
<StatBox
label={t('importExport.totalRows', 'Gesamtzeilen')}
value={previewResult.total ?? 0}
icon={<FileText className="w-5 h-5 text-secondary-400" />}
/>
<StatBox
label={t('importExport.created', 'Neu')}
value={previewResult.created ?? 0}
icon={<CheckCircle className="w-5 h-5 text-success-500" />}
/>
<StatBox
label={t('importExport.updated', 'Aktualisiert')}
value={previewResult.updated ?? 0}
icon={<RotateCcw className="w-5 h-5 text-accent-500" />}
/>
</div>
{/* Errors */}
{previewResult.errors && previewResult.errors.length > 0 && (
<div className="space-y-2">
<div className="flex items-center gap-2">
<AlertCircle className="w-5 h-5 text-danger-500" />
<h4 className="text-sm font-semibold text-danger-700">
{t('importExport.errors', 'Fehler')} ({previewResult.errors.length})
</h4>
</div>
<ul className="space-y-1 max-h-48 overflow-y-auto">
{previewResult.errors.map((err, idx) => (
<li key={idx} className="text-sm text-danger-600 bg-danger-50 rounded px-3 py-1.5">
{err}
</li>
))}
</ul>
</div>
)}
{/* Warnings */}
{previewResult.warnings && previewResult.warnings.length > 0 && (
<div className="space-y-2">
<div className="flex items-center gap-2">
<AlertCircle className="w-5 h-5 text-warning-500" />
<h4 className="text-sm font-semibold text-warning-700">
{t('importExport.warnings', 'Warnungen')} ({previewResult.warnings.length})
</h4>
</div>
<ul className="space-y-1 max-h-48 overflow-y-auto">
{previewResult.warnings.map((warn, idx) => (
<li key={idx} className="text-sm text-warning-700 bg-warning-50 rounded px-3 py-1.5">
{warn}
</li>
))}
</ul>
</div>
)}
{/* Preview rows */}
{previewResult.rows && previewResult.rows.length > 0 && (
<div className="space-y-2">
<h4 className="text-sm font-semibold text-secondary-700">
{t('importExport.previewRows', 'Vorschau der ersten Zeilen')}
</h4>
<div className="overflow-x-auto border border-secondary-200 rounded-lg">
<table className="min-w-full divide-y divide-secondary-200">
<thead className="bg-secondary-50">
<tr>
{Object.keys(previewResult.rows[0]).slice(0, 6).map((key) => (
<th key={key} className="px-3 py-2 text-left text-xs font-medium text-secondary-500 uppercase tracking-wider">
{key}
</th>
))}
</tr>
</thead>
<tbody className="bg-white divide-y divide-secondary-200">
{previewResult.rows.slice(0, 5).map((row, idx) => (
<tr key={idx}>
{Object.values(row).slice(0, 6).map((val, vidx) => (
<td key={vidx} className="px-3 py-2 text-sm text-secondary-900 whitespace-nowrap">
{String(val ?? '')}
</td>
))}
</tr>
))}
</tbody>
</table>
</div>
</div>
)}
{/* Action */}
<div className="flex justify-end">
<Button onClick={() => setStep('review')} icon={<CheckCircle className="w-4 h-4" />}>
{t('importExport.continue', 'Weiter')}
</Button>
</div>
</div>
</Card>
)}
{/* Step: Review */}
{step === 'review' && (
<Card
title={t('importExport.reviewTitle', 'Überprüfung')}
description={t('importExport.reviewDescription', 'Bestätigen Sie, dass Sie die Vorschau geprüft haben')}
actions={
<Button variant="ghost" size="sm" onClick={handleBack} icon={<ArrowLeft className="w-4 h-4" />}>
{t('common.back', 'Zurück')}
</Button>
}
>
<div className="space-y-4">
{/* Summary */}
<div className="bg-secondary-50 rounded-lg p-4 space-y-2">
<div className="flex items-center justify-between">
<span className="text-sm text-secondary-600">{t('importExport.entityType', 'Entitätstyp')}</span>
<Badge variant="primary">
{entityType === 'contacts' ? 'Kontakte' : 'Firmen'}
</Badge>
</div>
<div className="flex items-center justify-between">
<span className="text-sm text-secondary-600">{t('importExport.file', 'Datei')}</span>
<span className="text-sm font-medium text-secondary-900">{file?.name}</span>
</div>
{previewResult && (
<>
<div className="flex items-center justify-between">
<span className="text-sm text-secondary-600">{t('importExport.totalRows', 'Gesamtzeilen')}</span>
<span className="text-sm font-medium text-secondary-900">{previewResult.total ?? 0}</span>
</div>
<div className="flex items-center justify-between">
<span className="text-sm text-secondary-600">{t('importExport.created', 'Neu')}</span>
<span className="text-sm font-medium text-success-600">{previewResult.created ?? 0}</span>
</div>
<div className="flex items-center justify-between">
<span className="text-sm text-secondary-600">{t('importExport.updated', 'Aktualisiert')}</span>
<span className="text-sm font-medium text-accent-600">{previewResult.updated ?? 0}</span>
</div>
{previewResult.errors && previewResult.errors.length > 0 && (
<div className="flex items-center justify-between">
<span className="text-sm text-secondary-600">{t('importExport.errors', 'Fehler')}</span>
<Badge variant="danger">{previewResult.errors.length}</Badge>
</div>
)}
{previewResult.warnings && previewResult.warnings.length > 0 && (
<div className="flex items-center justify-between">
<span className="text-sm text-secondary-600">{t('importExport.warnings', 'Warnungen')}</span>
<Badge variant="warning">{previewResult.warnings.length}</Badge>
</div>
)}
</>
)}
</div>
{/* Confirmation checkbox */}
<label className="flex items-start gap-3 cursor-pointer">
<input
type="checkbox"
checked={previewConfirmed}
onChange={(e) => setPreviewConfirmed(e.target.checked)}
className="mt-1 w-4 h-4 rounded border-secondary-300 text-primary-600 focus:ring-primary-500"
/>
<span className="text-sm text-secondary-700">
{t('importExport.confirmPreview', 'Ich habe die Vorschau geprüft und bin mir der Folgen bewusst')}
</span>
</label>
{/* Actions */}
<div className="flex justify-between">
<Button variant="ghost" onClick={handleReset} icon={<RotateCcw className="w-4 h-4" />}>
{t('importExport.restart', 'Neu starten')}
</Button>
<Button
onClick={handleImport}
disabled={!previewConfirmed || isLoadingImport}
isLoading={isLoadingImport}
icon={!isLoadingImport ? <Play className="w-4 h-4" /> : undefined}
>
{t('importExport.executeImport', 'Import ausführen')}
</Button>
</div>
</div>
</Card>
)}
{/* Step: Result */}
{step === 'result' && importResult && (
<Card
title={t('importExport.resultTitle', 'Import-Ergebnis')}
actions={
<Button variant="ghost" size="sm" onClick={handleReset} icon={<RotateCcw className="w-4 h-4" />}>
{t('importExport.newImport', 'Neuer Import')}
</Button>
}
>
<div className="space-y-4">
{/* Success / Error indicator */}
{importResult.errors && importResult.errors.length > 0 && !importResult.created && !importResult.updated ? (
<div className="flex items-center gap-3 bg-danger-50 rounded-lg p-4">
<AlertCircle className="w-6 h-6 text-danger-600" />
<span className="text-sm font-medium text-danger-700">
{t('importExport.importFailed', 'Import fehlgeschlagen')}
</span>
</div>
) : (
<div className="flex items-center gap-3 bg-success-50 rounded-lg p-4">
<CheckCircle className="w-6 h-6 text-success-600" />
<span className="text-sm font-medium text-success-700">
{t('importExport.importSuccess', 'Import erfolgreich abgeschlossen')}
</span>
</div>
)}
{/* Stats */}
{(importResult.created !== undefined || importResult.updated !== undefined || importResult.total !== undefined) && (
<div className="grid grid-cols-2 sm:grid-cols-3 gap-4">
{importResult.total !== undefined && (
<StatBox
label={t('importExport.totalRows', 'Gesamtzeilen')}
value={importResult.total}
icon={<FileText className="w-5 h-5 text-secondary-400" />}
/>
)}
{importResult.created !== undefined && (
<StatBox
label={t('importExport.created', 'Neu')}
value={importResult.created}
icon={<CheckCircle className="w-5 h-5 text-success-500" />}
/>
)}
{importResult.updated !== undefined && (
<StatBox
label={t('importExport.updated', 'Aktualisiert')}
value={importResult.updated}
icon={<RotateCcw className="w-5 h-5 text-accent-500" />}
/>
)}
</div>
)}
{/* Errors */}
{importResult.errors && importResult.errors.length > 0 && (
<div className="space-y-2">
<div className="flex items-center gap-2">
<AlertCircle className="w-5 h-5 text-danger-500" />
<h4 className="text-sm font-semibold text-danger-700">
{t('importExport.errors', 'Fehler')} ({importResult.errors.length})
</h4>
</div>
<ul className="space-y-1 max-h-48 overflow-y-auto">
{importResult.errors.map((err, idx) => (
<li key={idx} className="text-sm text-danger-600 bg-danger-50 rounded px-3 py-1.5">
{err}
</li>
))}
</ul>
</div>
)}
{/* Warnings */}
{importResult.warnings && importResult.warnings.length > 0 && (
<div className="space-y-2">
<div className="flex items-center gap-2">
<AlertCircle className="w-5 h-5 text-warning-500" />
<h4 className="text-sm font-semibold text-warning-700">
{t('importExport.warnings', 'Warnungen')} ({importResult.warnings.length})
</h4>
</div>
<ul className="space-y-1 max-h-48 overflow-y-auto">
{importResult.warnings.map((warn, idx) => (
<li key={idx} className="text-sm text-warning-700 bg-warning-50 rounded px-3 py-1.5">
{warn}
</li>
))}
</ul>
</div>
)}
</div>
</Card>
)}
</div>
);
}
// ─── Helper sub-component ───────────────────────────────────────────────────
function StatBox({ label, value, icon }: { label: string; value: number; icon: React.ReactNode }) {
return (
<div className="bg-secondary-50 rounded-lg p-4 flex items-center gap-3">
{icon}
<div>
<p className="text-xs text-secondary-500">{label}</p>
<p className="text-lg font-semibold text-secondary-900">{value}</p>
</div>
</div>
);
}
@@ -0,0 +1,104 @@
import React, { useState, useEffect } from 'react';
import { Select } from '@/components/ui/Select';
import { Input } from '@/components/ui/Input';
import type { WorkflowStep } from '@/api/workflows';
const stepTypeOptions = [
{ value: 'action', label: 'Action' },
{ value: 'approval', label: 'Approval' },
{ value: 'notification', label: 'Notification' },
{ value: 'condition', label: 'Condition' },
];
const configHints: Record<string, string> = {
action: 'Config keys: action_type, target, params',
approval: 'Config keys: approver_role, timeout_hours',
notification: 'Config keys: channel, template, recipients',
condition: 'Config keys: field, operator, value',
};
export interface StepConfigPanelProps {
step: WorkflowStep;
onChange: (step: WorkflowStep) => void;
}
export function StepConfigPanel({ step, onChange }: StepConfigPanelProps) {
const [configText, setConfigText] = useState('');
const [configError, setConfigError] = useState<string | undefined>(undefined);
useEffect(() => {
setConfigText(JSON.stringify(step.config ?? {}, null, 2));
setConfigError(undefined);
}, [step.config]);
const handleConfigChange = (value: string) => {
setConfigText(value);
try {
const parsed = JSON.parse(value);
setConfigError(undefined);
onChange({ ...step, config: parsed });
} catch {
setConfigError('Ungültiges JSON');
}
};
return (
<div className="space-y-4 rounded-lg border border-secondary-200 p-4 bg-secondary-50">
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
<Input
label="Schritt-Name"
required
value={step.name}
onChange={(e) => onChange({ ...step, name: e.target.value })}
placeholder="z.B. Genehmigung einholen"
/>
<Select
label="Typ"
options={stepTypeOptions}
value={step.type}
onChange={(e) =>
onChange({ ...step, type: e.target.value as WorkflowStep['type'] })
}
/>
</div>
<div>
<label className="block text-sm font-medium text-secondary-700 mb-1">
Beschreibung
</label>
<textarea
value={step.description ?? ''}
onChange={(e) =>
onChange({ ...step, description: e.target.value || null })
}
rows={2}
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"
placeholder="Optionale Beschreibung"
/>
</div>
<div>
<label className="block text-sm font-medium text-secondary-700 mb-1">
Konfiguration (JSON)
</label>
{step.type && configHints[step.type] && (
<p className="text-xs text-secondary-400 mb-1">
{configHints[step.type]}
</p>
)}
<textarea
value={configText}
onChange={(e) => handleConfigChange(e.target.value)}
rows={5}
className="w-full rounded-lg border border-secondary-300 px-3 py-2 text-sm font-mono focus:outline-none focus:ring-2 focus:ring-primary-500"
placeholder='{"key": "value"}'
/>
{configError && (
<p className="mt-1 text-sm text-danger-600" role="alert">
{configError}
</p>
)}
</div>
</div>
);
}
@@ -0,0 +1,292 @@
import React, { useState, useEffect } from 'react';
import { useTranslation } from 'react-i18next';
import { Modal } from '@/components/ui/Modal';
import { Button } from '@/components/ui/Button';
import { Input } from '@/components/ui/Input';
import { Select } from '@/components/ui/Select';
import { useToast } from '@/components/ui/Toast';
import { StepConfigPanel } from './StepConfigPanel';
import {
useCreateWorkflow,
useUpdateWorkflow,
} from '@/api/workflows';
import type { Workflow, WorkflowStep, WorkflowCreateInput, WorkflowUpdateInput } from '@/api/workflows';
import { ArrowUp, ArrowDown, Plus, Trash2 } from 'lucide-react';
const triggerEventOptions = [
{ value: '', label: '— Kein Trigger —' },
{ value: 'contact.created', label: 'contact.created' },
{ value: 'contact.updated', label: 'contact.updated' },
{ value: 'deal.created', label: 'deal.created' },
{ value: 'deal.stage_changed', label: 'deal.stage_changed' },
{ value: 'deal.won', label: 'deal.won' },
{ value: 'deal.lost', label: 'deal.lost' },
{ value: 'task.completed', label: 'task.completed' },
{ value: 'task.overdue', label: 'task.overdue' },
{ value: 'manual', label: 'manual' },
];
interface EditorFormState {
name: string;
description: string;
trigger_event: string;
is_active: boolean;
steps: WorkflowStep[];
}
const emptyStep = (): WorkflowStep => ({
name: '',
type: 'action',
config: {},
description: null,
});
const emptyForm: EditorFormState = {
name: '',
description: '',
trigger_event: '',
is_active: true,
steps: [],
};
export interface WorkflowEditorProps {
open: boolean;
workflow?: Workflow | null;
onClose: () => void;
}
export function WorkflowEditor({ open, workflow, onClose }: WorkflowEditorProps) {
const { t } = useTranslation();
const toast = useToast();
const createMutation = useCreateWorkflow();
const updateMutation = useUpdateWorkflow();
const isEdit = !!workflow;
const [form, setForm] = useState<EditorFormState>(emptyForm);
useEffect(() => {
if (open) {
if (workflow) {
setForm({
name: workflow.name,
description: workflow.description ?? '',
trigger_event: workflow.trigger_event ?? '',
is_active: workflow.is_active,
steps: workflow.steps?.length
? workflow.steps.map((s) => ({
name: s.name,
type: s.type,
config: s.config ?? {},
description: s.description ?? null,
}))
: [],
});
} else {
setForm({ ...emptyForm });
}
}
}, [open, workflow]);
const updateField = <K extends keyof EditorFormState>(
key: K,
value: EditorFormState[K]
) => {
setForm((prev) => ({ ...prev, [key]: value }));
};
const addStep = () => {
setForm((prev) => ({ ...prev, steps: [...prev.steps, emptyStep()] }));
};
const updateStep = (index: number, updated: WorkflowStep) => {
setForm((prev) => {
const steps = [...prev.steps];
steps[index] = updated;
return { ...prev, steps };
});
};
const removeStep = (index: number) => {
setForm((prev) => ({
...prev,
steps: prev.steps.filter((_, i) => i !== index),
}));
};
const moveStep = (index: number, dir: 'up' | 'down') => {
setForm((prev) => {
const steps = [...prev.steps];
const target = dir === 'up' ? index - 1 : index + 1;
if (target < 0 || target >= steps.length) return prev;
[steps[index], steps[target]] = [steps[target], steps[index]];
return { ...prev, steps };
});
};
const handleSubmit = async (e: React.FormEvent) => {
e.preventDefault();
if (!form.name.trim()) {
toast.error('Name ist erforderlich');
return;
}
const hasEmptyStepName = form.steps.some((s) => !s.name.trim());
if (hasEmptyStepName) {
toast.error('Alle Schritte muessen einen Namen haben');
return;
}
try {
if (isEdit && workflow) {
const data: WorkflowUpdateInput = {
name: form.name,
description: form.description || null,
trigger_event: form.trigger_event || null,
steps: form.steps,
is_active: form.is_active,
};
await updateMutation.mutateAsync({ id: workflow.id, data });
toast.success('Workflow aktualisiert');
} else {
const data: WorkflowCreateInput = {
name: form.name,
description: form.description || null,
trigger_event: form.trigger_event || null,
steps: form.steps,
is_active: form.is_active,
};
await createMutation.mutateAsync(data);
toast.success('Workflow erstellt');
}
onClose();
} catch (err: any) {
toast.error(err.message || 'Fehler beim Speichern');
}
};
const isSaving = createMutation.isPending || updateMutation.isPending;
return (
<Modal
open={open}
onClose={onClose}
title={isEdit ? 'Workflow bearbeiten' : 'Neuer Workflow'}
size="xl"
>
<form onSubmit={handleSubmit} className="space-y-6">
<div className="grid grid-cols-1 gap-4">
<Input
label="Name"
required
value={form.name}
onChange={(e) => updateField('name', e.target.value)}
placeholder="z.B. Deal-Genehmigungsprozess"
/>
<div>
<label className="block text-sm font-medium text-secondary-700 mb-1">
Beschreibung
</label>
<textarea
value={form.description}
onChange={(e) => updateField('description', e.target.value)}
rows={2}
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"
placeholder="Optionale Beschreibung"
/>
</div>
<Select
label="Trigger-Event"
options={triggerEventOptions}
value={form.trigger_event}
onChange={(e) => updateField('trigger_event', e.target.value)}
/>
<label className="flex items-center gap-2 text-sm">
<input
type="checkbox"
checked={form.is_active}
onChange={(e) => updateField('is_active', e.target.checked)}
className="rounded border-secondary-300 text-primary-600 focus:ring-primary-500"
/>
Aktiv
</label>
</div>
{/* Steps section */}
<div>
<div className="flex items-center justify-between mb-3">
<label className="text-sm font-medium text-secondary-700">
Schritte
</label>
<Button
size="sm"
variant="ghost"
onClick={addStep}
type="button"
icon={<Plus className="h-4 w-4" />}
>
Schritt hinzufuegen
</Button>
</div>
{form.steps.length === 0 && (
<p className="text-sm text-secondary-400 italic">
Keine Schritte definiert. Klicke auf Schritt hinzufuegen.
</p>
)}
<div className="space-y-4">
{form.steps.map((step, i) => (
<div key={i} className="relative">
<div className="flex items-center justify-between mb-2">
<span className="text-xs font-medium text-secondary-500">
Schritt {i + 1}
</span>
<div className="flex items-center gap-1">
<button
type="button"
onClick={() => moveStep(i, 'up')}
disabled={i === 0}
className="text-secondary-400 hover:text-secondary-700 disabled:opacity-30 p-1"
aria-label="Nach oben"
>
<ArrowUp className="h-4 w-4" />
</button>
<button
type="button"
onClick={() => moveStep(i, 'down')}
disabled={i === form.steps.length - 1}
className="text-secondary-400 hover:text-secondary-700 disabled:opacity-30 p-1"
aria-label="Nach unten"
>
<ArrowDown className="h-4 w-4" />
</button>
<button
type="button"
onClick={() => removeStep(i)}
className="text-danger-500 hover:text-danger-700 p-1"
aria-label="Schritt entfernen"
>
<Trash2 className="h-4 w-4" />
</button>
</div>
</div>
<StepConfigPanel
step={step}
onChange={(updated) => updateStep(i, updated)}
/>
</div>
))}
</div>
</div>
<div className="flex justify-end gap-3 pt-4 border-t border-secondary-200">
<Button variant="secondary" onClick={onClose} type="button">
Abbrechen
</Button>
<Button type="submit" isLoading={isSaving}>
{isEdit ? 'Speichern' : 'Erstellen'}
</Button>
</div>
</form>
</Modal>
);
}
@@ -0,0 +1,382 @@
import React, { useState } from 'react';
import {
useWorkflowInstance,
useAdvanceWorkflowInstance,
useCancelWorkflowInstance,
} from '@/api/workflows';
import { Modal } from '@/components/ui/Modal';
import { Button } from '@/components/ui/Button';
import { Badge } from '@/components/ui/Badge';
import { Input } from '@/components/ui/Input';
import { Skeleton } from '@/components/ui/Skeleton';
import { useToast } from '@/components/ui/Toast';
import {
CheckCircle2,
XCircle,
Ban,
Clock,
AlertCircle,
} from 'lucide-react';
function statusBadgeVariant(
status: string
): 'success' | 'warning' | 'danger' | 'info' | 'secondary' {
switch (status) {
case 'completed':
return 'success';
case 'in_progress':
return 'info';
case 'pending':
return 'warning';
case 'rejected':
return 'danger';
case 'cancelled':
return 'secondary';
default:
return 'secondary';
}
}
function statusLabel(status: string): string {
const map: Record<string, string> = {
pending: 'Wartend',
in_progress: 'In Bearbeitung',
completed: 'Abgeschlossen',
rejected: 'Abgelehnt',
cancelled: 'Abgebrochen',
};
return map[status] ?? status;
}
function stepTypeLabel(type: string): string {
const map: Record<string, string> = {
action: 'Action',
approval: 'Approval',
notification: 'Notification',
condition: 'Condition',
};
return map[type] ?? type;
}
export interface WorkflowInstanceDetailProps {
instanceId: string;
onClose: () => void;
}
export function WorkflowInstanceDetail({
instanceId,
onClose,
}: WorkflowInstanceDetailProps) {
const toast = useToast();
const { data: instance, isLoading, isError, refetch } =
useWorkflowInstance(instanceId);
const advanceMutation = useAdvanceWorkflowInstance();
const cancelMutation = useCancelWorkflowInstance();
const [comment, setComment] = useState('');
const [showCommentField, setShowCommentField] = useState<
'approve' | 'reject' | null
>(null);
const handleAdvance = async (decision: 'approve' | 'reject') => {
if (!instance) return;
try {
await advanceMutation.mutateAsync({
instanceId: instance.id,
data: {
decision,
comment: comment || null,
},
});
toast.success(
decision === 'approve'
? 'Schritt genehmigt'
: 'Schritt abgelehnt'
);
setComment('');
setShowCommentField(null);
} catch (err: any) {
toast.error(err.message || 'Fehler bei der Aktion');
}
};
const handleCancel = async () => {
if (!instance) return;
try {
await cancelMutation.mutateAsync(instance.id);
toast.success('Instanz abgebrochen');
} catch (err: any) {
toast.error(err.message || 'Fehler beim Abbrechen');
}
};
const canAct =
instance?.status === 'in_progress' || instance?.status === 'pending';
const canCancel =
instance?.status === 'in_progress' || instance?.status === 'pending';
return (
<Modal
open={!!instanceId}
onClose={onClose}
title="Workflow-Instanz Details"
size="lg"
>
{isLoading && (
<div className="space-y-3">
<Skeleton className="h-8 w-full" />
<Skeleton className="h-32 w-full" />
<Skeleton className="h-48 w-full" />
</div>
)}
{isError && (
<div className="flex items-center gap-3 text-danger-600 p-4">
<AlertCircle className="h-5 w-5" />
<span>Fehler beim Laden der Instanz</span>
<button
onClick={() => refetch()}
className="text-sm text-primary-600 hover:underline"
>
Erneut versuchen
</button>
</div>
)}
{!isLoading && !isError && instance && (
<div className="space-y-6">
{/* Header info */}
<div className="flex items-center gap-3 flex-wrap">
<Badge variant={statusBadgeVariant(instance.status)}>
{statusLabel(instance.status)}
</Badge>
{instance.workflow_name && (
<span className="text-lg font-semibold text-secondary-900">
{instance.workflow_name}
</span>
)}
{!instance.workflow_name && (
<span className="text-lg font-semibold text-secondary-900">
Workflow {instance.workflow_id.slice(0, 8)}
</span>
)}
<span className="text-xs text-secondary-400">
ID: {instance.id}
</span>
</div>
{/* Key info grid */}
<div className="grid grid-cols-2 md:grid-cols-4 gap-4 p-4 bg-secondary-50 rounded-lg">
<div>
<p className="text-xs text-secondary-400 mb-1">Aktueller Schritt</p>
<p className="text-sm font-medium text-secondary-900">
{instance.current_step_index + 1}
</p>
</div>
<div>
<p className="text-xs text-secondary-400 mb-1">Initiiert von</p>
<p className="text-sm font-medium text-secondary-900">
{instance.initiated_by || '—'}
</p>
</div>
<div>
<p className="text-xs text-secondary-400 mb-1">Erstellt am</p>
<p className="text-sm font-medium text-secondary-900">
{instance.created_at
? new Date(instance.created_at).toLocaleString()
: '—'}
</p>
</div>
<div>
<p className="text-xs text-secondary-400 mb-1">Timeout</p>
<p className="text-sm font-medium text-secondary-900 flex items-center gap-1">
<Clock className="h-3 w-3" />
{instance.timeout_at
? new Date(instance.timeout_at).toLocaleString()
: '—'}
</p>
</div>
</div>
{/* Context JSON */}
<div>
<h4 className="text-sm font-medium text-secondary-700 mb-2">
Kontext
</h4>
<pre className="text-xs font-mono bg-secondary-900 text-secondary-100 rounded-lg p-3 overflow-x-auto max-h-40">
{JSON.stringify(instance.context ?? {}, null, 2)}
</pre>
</div>
{/* Step history timeline */}
<div>
<h4 className="text-sm font-medium text-secondary-700 mb-3">
Schritt-Historie
</h4>
{instance.history && instance.history.length > 0 ? (
<div className="space-y-3">
{instance.history.map((entry, idx) => (
<div
key={entry.id || idx}
className="flex items-start gap-3 pb-3 border-b border-secondary-100 last:border-0"
>
<div className="flex flex-col items-center flex-shrink-0">
<div className="w-6 h-6 rounded-full bg-primary-100 text-primary-700 flex items-center justify-center text-xs font-medium">
{entry.step_index + 1}
</div>
{idx < instance.history.length - 1 && (
<div className="w-px h-full bg-secondary-200 mt-1" />
)}
</div>
<div className="flex-1 min-w-0 pb-1">
<div className="flex items-center gap-2 flex-wrap">
<Badge variant="secondary">
{stepTypeLabel(entry.step_type)}
</Badge>
<span className="text-sm font-medium text-secondary-900">
{entry.action}
</span>
</div>
<div className="flex items-center gap-3 mt-1 text-xs text-secondary-400">
{entry.actor_id && (
<span>Aktor: {entry.actor_id}</span>
)}
{entry.created_at && (
<span>
{new Date(entry.created_at).toLocaleString()}
</span>
)}
</div>
{entry.details && (
<pre className="text-xs font-mono bg-secondary-50 rounded p-2 mt-2 overflow-x-auto max-h-24">
{JSON.stringify(entry.details, null, 2)}
</pre>
)}
</div>
</div>
))}
</div>
) : (
<p className="text-sm text-secondary-400 italic">
Keine Historie vorhanden
</p>
)}
</div>
{/* Action buttons */}
{canAct && (
<div className="space-y-3 pt-4 border-t border-secondary-200">
{showCommentField && (
<Input
label="Kommentar (optional)"
value={comment}
onChange={(e) => setComment(e.target.value)}
placeholder="Kommentar hinzufuegen..."
/>
)}
<div className="flex items-center gap-3 flex-wrap">
{!showCommentField && (
<>
<Button
variant="primary"
onClick={() => setShowCommentField('approve')}
icon={<CheckCircle2 className="h-4 w-4" />}
>
Genehmigen
</Button>
<Button
variant="danger"
onClick={() => setShowCommentField('reject')}
icon={<XCircle className="h-4 w-4" />}
>
Ablehnen
</Button>
</>
)}
{showCommentField === 'approve' && (
<>
<Button
variant="primary"
onClick={() => handleAdvance('approve')}
isLoading={advanceMutation.isPending}
icon={<CheckCircle2 className="h-4 w-4" />}
>
Bestaetigen
</Button>
<Button
variant="secondary"
onClick={() => {
setShowCommentField(null);
setComment('');
}}
>
Abbrechen
</Button>
</>
)}
{showCommentField === 'reject' && (
<>
<Button
variant="danger"
onClick={() => handleAdvance('reject')}
isLoading={advanceMutation.isPending}
icon={<XCircle className="h-4 w-4" />}
>
Ablehnen bestaetigen
</Button>
<Button
variant="secondary"
onClick={() => {
setShowCommentField(null);
setComment('');
}}
>
Zurueck
</Button>
</>
)}
{canCancel && !showCommentField && (
<Button
variant="secondary"
onClick={handleCancel}
isLoading={cancelMutation.isPending}
icon={<Ban className="h-4 w-4" />}
>
Abbrechen
</Button>
)}
</div>
</div>
)}
{instance.status === 'completed' && (
<div className="flex items-center gap-2 text-success-700 p-3 bg-success-50 rounded-lg">
<CheckCircle2 className="h-5 w-5" />
<span className="text-sm font-medium">
Dieser Workflow ist abgeschlossen
</span>
</div>
)}
{instance.status === 'rejected' && (
<div className="flex items-center gap-2 text-danger-700 p-3 bg-danger-50 rounded-lg">
<XCircle className="h-5 w-5" />
<span className="text-sm font-medium">
Dieser Workflow wurde abgelehnt
</span>
</div>
)}
{instance.status === 'cancelled' && (
<div className="flex items-center gap-2 text-secondary-700 p-3 bg-secondary-100 rounded-lg">
<Ban className="h-5 w-5" />
<span className="text-sm font-medium">
Dieser Workflow wurde abgebrochen
</span>
</div>
)}
</div>
)}
</Modal>
);
}
@@ -0,0 +1,192 @@
import React, { useState } from 'react';
import { useWorkflowInstances } from '@/api/workflows';
import type { InstanceStatus, WorkflowInstance } from '@/api/workflows';
import { Badge } from '@/components/ui/Badge';
import { Select } from '@/components/ui/Select';
import { Skeleton } from '@/components/ui/Skeleton';
import { EmptyState } from '@/components/ui/EmptyState';
import { Card } from '@/components/ui/Card';
import { AlertCircle, ChevronRight } from 'lucide-react';
const statusFilterOptions = [
{ value: '', label: 'Alle Status' },
{ value: 'pending', label: 'Wartend' },
{ value: 'in_progress', label: 'In Bearbeitung' },
{ value: 'completed', label: 'Abgeschlossen' },
{ value: 'rejected', label: 'Abgelehnt' },
{ value: 'cancelled', label: 'Abgebrochen' },
];
function statusBadgeVariant(
status: string
): 'success' | 'warning' | 'danger' | 'info' | 'secondary' {
switch (status) {
case 'completed':
return 'success';
case 'in_progress':
return 'info';
case 'pending':
return 'warning';
case 'rejected':
return 'danger';
case 'cancelled':
return 'secondary';
default:
return 'secondary';
}
}
function statusLabel(status: string): string {
const map: Record<string, string> = {
pending: 'Wartend',
in_progress: 'In Bearbeitung',
completed: 'Abgeschlossen',
rejected: 'Abgelehnt',
cancelled: 'Abgebrochen',
};
return map[status] ?? status;
}
export interface WorkflowInstanceListProps {
onSelectInstance: (instance: WorkflowInstance) => void;
}
export function WorkflowInstanceList({
onSelectInstance,
}: WorkflowInstanceListProps) {
const [statusFilter, setStatusFilter] = useState<string>('');
const [page, setPage] = useState(1);
const pageSize = 20;
const queryStatus =
statusFilter !== '' ? (statusFilter as InstanceStatus) : undefined;
const { data, isLoading, isError, refetch } = useWorkflowInstances(
page,
pageSize,
queryStatus
);
const instances = data?.items ?? [];
const total = data?.total ?? 0;
const totalPages = Math.ceil(total / pageSize);
return (
<div className="space-y-4">
{/* Filter bar */}
<div className="flex items-center gap-4">
<Select
options={statusFilterOptions}
value={statusFilter}
onChange={(e) => {
setStatusFilter(e.target.value);
setPage(1);
}}
className="max-w-xs"
/>
<span className="text-sm text-secondary-500">
{total} Instanz{total !== 1 ? 'en' : ''}
</span>
</div>
{/* Loading */}
{isLoading && (
<div className="space-y-2">
{[1, 2, 3, 4].map((i) => (
<Skeleton key={i} className="h-16 w-full" />
))}
</div>
)}
{/* Error */}
{isError && (
<Card className="p-6">
<div className="flex items-center gap-3 text-danger-600">
<AlertCircle className="h-5 w-5" />
<span>Fehler beim Laden der Instanzen</span>
<button
onClick={() => refetch()}
className="text-sm text-primary-600 hover:underline"
>
Erneut versuchen
</button>
</div>
</Card>
)}
{/* Empty state */}
{!isLoading && !isError && instances.length === 0 && (
<EmptyState
title="Keine Workflow-Instanzen"
description="Es wurden keine Instanzen gefunden, die dem Filter entsprechen."
/>
)}
{/* Instance list */}
{!isLoading && !isError && instances.length > 0 && (
<div className="space-y-2">
{instances.map((instance) => (
<button
key={instance.id}
onClick={() => onSelectInstance(instance)}
className="w-full text-left bg-white rounded-lg border border-secondary-200 hover:border-primary-300 hover:shadow-sm transition-all px-4 py-3 cursor-pointer"
>
<div className="flex items-center justify-between">
<div className="flex items-center gap-3 flex-1 min-w-0">
<Badge variant={statusBadgeVariant(instance.status)}>
{statusLabel(instance.status)}
</Badge>
<span className="text-sm font-medium text-secondary-900 truncate">
{instance.workflow_id}
</span>
<span className="text-xs text-secondary-400">
Schritt {instance.current_step_index + 1}
</span>
</div>
<div className="flex items-center gap-3 text-xs text-secondary-400 flex-shrink-0">
{instance.initiated_by && (
<span>von {instance.initiated_by}</span>
)}
{instance.created_at && (
<span>
{new Date(instance.created_at).toLocaleString()}
</span>
)}
{instance.timeout_at && (
<span className="text-warning-600">
Timeout: {new Date(instance.timeout_at).toLocaleString()}
</span>
)}
<ChevronRight className="h-4 w-4 text-secondary-300" />
</div>
</div>
</button>
))}
</div>
)}
{/* Pagination */}
{!isLoading && !isError && totalPages > 1 && (
<div className="flex items-center justify-center gap-2 pt-4">
<button
onClick={() => setPage((p) => Math.max(1, p - 1))}
disabled={page <= 1}
className="px-3 py-1.5 text-sm rounded-md border border-secondary-300 hover:bg-secondary-50 disabled:opacity-50"
>
Zurueck
</button>
<span className="text-sm text-secondary-600">
Seite {page} / {totalPages}
</span>
<button
onClick={() => setPage((p) => Math.min(totalPages, p + 1))}
disabled={page >= totalPages}
className="px-3 py-1.5 text-sm rounded-md border border-secondary-300 hover:bg-secondary-50 disabled:opacity-50"
>
Weiter
</button>
</div>
)}
</div>
);
}
+5 -1
View File
@@ -27,6 +27,7 @@ import { SharingSettings } from '@/components/calendar/SharingSettings';
import { useCalendarStore, type CalendarViewMode } from '@/store/calendarStore';
import { usePluginToolbarStore } from '@/store/pluginToolbarStore';
import { ChevronLeft, ChevronRight, ExternalLink, Info, Plus } from 'lucide-react';
import { PrintButton } from '@/components/common/PrintButton';
import {
fetchCalendars,
createCalendar,
@@ -596,8 +597,11 @@ export function CalendarPage() {
data-testid="calendar-view-pane"
>
<div className="flex flex-col h-full">
<div className="flex items-center justify-end px-3 py-1.5 border-b border-secondary-200" data-no-print>
<PrintButton targetId="calendar-view" />
</div>
{renderRangeControls()}
<div className="flex-1 overflow-hidden">{renderCalendarView()}</div>
<div className="flex-1 overflow-hidden" id="calendar-view">{renderCalendarView()}</div>
</div>
</ResizablePanel>
+4 -1
View File
@@ -11,6 +11,7 @@ import { useWindowStore } from '@/store/windowStore';
import { useUnifiedContact, type UnifiedContact } from '@/api/hooks';
import { Button } from '@/components/ui/Button';
import { ChevronLeft } from 'lucide-react';
import { PrintButton } from '@/components/common/PrintButton';
export function ContactDetailPage() {
const { t } = useTranslation();
@@ -49,8 +50,10 @@ export function ContactDetailPage() {
<ChevronLeft className="w-4 h-4" aria-hidden="true" strokeWidth={2} />
<span>{t('contacts.title')}</span>
</button>
<div className="flex-1" />
<PrintButton targetId="contact-detail" />
</div>
<div className="flex-1 overflow-y-auto">
<div className="flex-1 overflow-y-auto" id="contact-detail">
<ContactDetail
contact={contact ?? null}
loading={isLoading}
+3 -1
View File
@@ -24,6 +24,7 @@ import {
useUnifiedContact,
type UnifiedContact,
} from '@/api/hooks';
import { PrintButton } from '@/components/common/PrintButton';
const PAGE_SIZE = 25;
@@ -353,6 +354,7 @@ export function ContactsListPage() {
>
<Plus className="w-4 h-4 text-primary-600" aria-hidden="true" strokeWidth={2} />
</button>
<PrintButton targetId="contacts-table" />
</div>
{/* Saved Filters */}
@@ -371,7 +373,7 @@ export function ContactsListPage() {
</div>
{/* List */}
<div className="flex-1 min-h-0">
<div className="flex-1 min-h-0" id="contacts-table">
<ContactList
contacts={filteredContacts}
selectedContactId={selectedContactId}
+225
View File
@@ -0,0 +1,225 @@
/**
* DedupMerge page — Main deduplication & merge UI.
* Search for duplicate contacts, review pairs, merge with field-level control.
*/
import React, { useState, useCallback } from 'react';
import { useTranslation } from 'react-i18next';
import { Search, CopyCheck, Loader2, AlertCircle } from 'lucide-react';
import { Button } from '@/components/ui/Button';
import { Input } from '@/components/ui/Input';
import { EmptyState } from '@/components/ui/EmptyState';
import { DuplicatePairCard } from '@/components/dedup/DuplicatePairCard';
import { MergeDialog } from '@/components/dedup/MergeDialog';
import { MergeHistory } from '@/components/dedup/MergeHistory';
import { useFindDuplicates, type DuplicatePair } from '@/api/dedup';
export function DedupMergePage() {
const { t } = useTranslation();
const [threshold, setThreshold] = useState(0.7);
const [limit, setLimit] = useState(50);
const [hasSearched, setHasSearched] = useState(false);
const [mergePair, setMergePair] = useState<DuplicatePair | null>(null);
const [mergeDialogOpen, setMergeDialogOpen] = useState(false);
const findDuplicates = useFindDuplicates();
const duplicates = findDuplicates.data ?? [];
const handleSearch = useCallback(() => {
setHasSearched(true);
findDuplicates.mutate({ threshold, limit });
}, [findDuplicates, threshold, limit]);
const handleMergeClick = useCallback((pair: DuplicatePair) => {
setMergePair(pair);
setMergeDialogOpen(true);
}, []);
const handleMergeDialogClose = useCallback(() => {
setMergeDialogOpen(false);
setMergePair(null);
}, []);
const handleLimitChange = useCallback(
(e: React.ChangeEvent<HTMLInputElement>) => {
const val = parseInt(e.target.value, 10);
if (isNaN(val) || val < 1) {
setLimit(1);
} else if (val > 500) {
setLimit(500);
} else {
setLimit(val);
}
},
[],
);
return (
<div className="flex h-full flex-col overflow-y-auto">
<div className="mx-auto w-full max-w-5xl space-y-6 p-6">
{/* Header section */}
<div className="rounded-lg border border-secondary-200 bg-white shadow-sm">
<div className="border-b border-secondary-200 px-6 py-4">
<h1 className="text-xl font-bold text-secondary-900">
{t('dedup.title', 'Duplikate & Zusammenführen')}
</h1>
<p className="mt-1 text-sm text-secondary-500">
{t(
'dedup.description',
'Suchen Sie nach dubletten Kontakten und führen Sie diese zusammen.',
)}
</p>
</div>
<div className="space-y-5 px-6 py-5">
{/* Threshold slider */}
<div>
<div className="mb-2 flex items-center justify-between">
<label htmlFor="threshold-slider" className="text-sm font-medium text-secondary-700">
{t('dedup.threshold', 'Ähnlichkeitsschwelle')}
</label>
<span className="text-sm font-semibold text-primary-700">
{Math.round(threshold * 100)}%
</span>
</div>
<input
id="threshold-slider"
type="range"
min={0.5}
max={1.0}
step={0.05}
value={threshold}
onChange={(e) => setThreshold(parseFloat(e.target.value))}
className="w-full h-2 rounded-lg appearance-none cursor-pointer bg-secondary-200 accent-primary-600"
/>
<div className="mt-1 flex justify-between text-xs text-secondary-400">
<span>50%</span>
<span>100%</span>
</div>
</div>
{/* Limit input + search button */}
<div className="flex flex-col gap-4 sm:flex-row sm:items-end">
<div className="w-full sm:w-40">
<Input
type="number"
label={t('dedup.limit', 'Max. Ergebnisse')}
value={limit}
onChange={handleLimitChange}
min={1}
max={500}
helperText={t('dedup.limitHelper', '1500')}
/>
</div>
<div className="flex-shrink-0">
<Button
variant="primary"
size="md"
isLoading={findDuplicates.isPending}
icon={<Search className="h-4 w-4" />}
onClick={handleSearch}
>
{t('dedup.search', 'Duplikate suchen')}
</Button>
</div>
</div>
</div>
</div>
{/* Results section */}
<div className="space-y-4">
{/* Loading state */}
{findDuplicates.isPending && (
<div className="flex flex-col items-center justify-center py-16 text-center">
<Loader2 className="h-8 w-8 animate-spin text-primary-500" aria-hidden="true" />
<p className="mt-3 text-sm text-secondary-500">
{t('dedup.searching', 'Suche nach Duplikaten…')}
</p>
</div>
)}
{/* Error state */}
{findDuplicates.isError && (
<div className="flex flex-col items-center justify-center py-12 text-center">
<AlertCircle className="h-8 w-8 text-danger-500" aria-hidden="true" />
<p className="mt-3 text-sm font-medium text-danger-700">
{t('dedup.searchError', 'Fehler bei der Duplikatssuche.')}
</p>
<p className="mt-1 text-xs text-secondary-400">
{findDuplicates.error instanceof Error
? findDuplicates.error.message
: t('common.unknownError', 'Unbekannter Fehler')}
</p>
<Button
variant="secondary"
size="sm"
className="mt-4"
onClick={handleSearch}
>
{t('common.retry', 'Erneut versuchen')}
</Button>
</div>
)}
{/* Empty state: no search yet */}
{!findDuplicates.isPending && !findDuplicates.isError && !hasSearched && (
<EmptyState
icon={<CopyCheck className="h-12 w-12" />}
title={t('dedup.emptyTitle', 'Keine Suche durchgeführt')}
description={t(
'dedup.emptyDescription',
'Stellen Sie die Schwellwerte ein und klicken Sie auf „Duplikate suchen“, um mögliche Dubletten zu finden.',
)}
/>
)}
{/* Empty results: search done, no duplicates found */}
{!findDuplicates.isPending && !findDuplicates.isError && hasSearched && duplicates.length === 0 && (
<EmptyState
icon={<CopyCheck className="h-12 w-12" />}
title={t('dedup.noDuplicates', 'Keine Duplikate gefunden')}
description={t(
'dedup.noDuplicatesDescription',
'Mit den aktuellen Einstellungen wurden keine Duplikate gefunden. Versuchen Sie eine niedrigere Schwellwert.',
)}
/>
)}
{/* Results list */}
{!findDuplicates.isPending && !findDuplicates.isError && duplicates.length > 0 && (
<>
<div className="flex items-center justify-between">
<h2 className="text-lg font-semibold text-secondary-900">
{t('dedup.results', 'Gefundene Duplikate')}
</h2>
<span className="rounded-full bg-secondary-100 px-3 py-0.5 text-sm font-medium text-secondary-600">
{duplicates.length}
</span>
</div>
<div className="space-y-4">
{duplicates.map((pair, idx) => (
<DuplicatePairCard
key={`${pair.source_contact.id}-${pair.target_contact.id}-${idx}`}
pair={pair}
onMerge={handleMergeClick}
/>
))}
</div>
</>
)}
</div>
{/* Merge History section */}
<MergeHistory />
</div>
{/* Merge Dialog */}
<MergeDialog
open={mergeDialogOpen}
pair={mergePair}
onClose={handleMergeDialogClose}
/>
</div>
);
}
+68
View File
@@ -0,0 +1,68 @@
import React, { useState } from 'react';
import { useTranslation } from 'react-i18next';
import { Upload, Download } from 'lucide-react';
import clsx from 'clsx';
import { ImportWizard } from '@/components/import-export/ImportWizard';
import { ExportPanel } from '@/components/import-export/ExportPanel';
type Tab = 'import' | 'export';
export function ImportExportPage() {
const { t } = useTranslation();
const [activeTab, setActiveTab] = useState<Tab>('import');
const tabs: { key: Tab; label: string; icon: React.ReactNode }[] = [
{
key: 'import',
label: t('importExport.tabImport', 'Import'),
icon: <Upload className="w-4 h-4" />,
},
{
key: 'export',
label: t('importExport.tabExport', 'Export'),
icon: <Download className="w-4 h-4" />,
},
];
return (
<div className="space-y-6">
{/* Page header */}
<div>
<h1 className="text-2xl font-bold text-secondary-900">
{t('importExport.title', 'Import / Export')}
</h1>
<p className="text-sm text-secondary-500 mt-1">
{t('importExport.subtitle', 'Daten importieren oder exportieren')}
</p>
</div>
{/* Tab navigation */}
<div className="border-b border-secondary-200">
<nav className="flex gap-1" aria-label="Tabs">
{tabs.map((tab) => (
<button
key={tab.key}
onClick={() => setActiveTab(tab.key)}
className={clsx(
'flex items-center gap-2 px-4 py-2.5 text-sm font-medium transition-colors border-b-2 -mb-px',
activeTab === tab.key
? 'border-primary-600 text-primary-700'
: 'border-transparent text-secondary-500 hover:text-secondary-700 hover:border-secondary-300'
)}
aria-current={activeTab === tab.key ? 'page' : undefined}
>
{tab.icon}
{tab.label}
</button>
))}
</nav>
</div>
{/* Tab content */}
<div>
{activeTab === 'import' && <ImportWizard />}
{activeTab === 'export' && <ExportPanel />}
</div>
</div>
);
}
+3 -1
View File
@@ -16,6 +16,7 @@ import {
Users,
} from 'lucide-react';
import clsx from 'clsx';
import { PrintButton } from '@/components/common/PrintButton';
import { useToast } from '@/components/ui/Toast';
import {
useReportTemplates,
@@ -213,6 +214,7 @@ export function ReportsPage() {
<BarChart3 className="w-6 h-6 text-primary-600" />
<h1 className="text-2xl font-bold text-secondary-900">{t('reports.title', 'Reports')}</h1>
</div>
<PrintButton targetId="reports-content" filename="leocrm-report" />
</div>
{/* Preset Quick Actions */}
@@ -260,7 +262,7 @@ export function ReportsPage() {
</div>
{/* Main 3-column layout */}
<div className="flex flex-1 gap-4 min-h-0">
<div className="flex flex-1 gap-4 min-h-0" id="reports-content">
{/* Left: Template List */}
<div className="w-64 flex-shrink-0 bg-white rounded-lg shadow-sm border border-secondary-200 flex flex-col" data-testid="template-list-panel">
<div className="flex items-center justify-between p-3 border-b border-secondary-200">
+278
View File
@@ -0,0 +1,278 @@
import React, { useState } from 'react';
import { useTranslation } from 'react-i18next';
import {
useWorkflows,
useDeleteWorkflow,
useUpdateWorkflow,
} from '@/api/workflows';
import type { Workflow, WorkflowInstance } from '@/api/workflows';
import { Button } from '@/components/ui/Button';
import { Card } from '@/components/ui/Card';
import { Badge } from '@/components/ui/Badge';
import { Skeleton } from '@/components/ui/Skeleton';
import { EmptyState } from '@/components/ui/EmptyState';
import { ConfirmDialog } from '@/components/ui/ConfirmDialog';
import { useToast } from '@/components/ui/Toast';
import { WorkflowEditor } from '@/components/workflows/WorkflowEditor';
import { WorkflowInstanceList } from '@/components/workflows/WorkflowInstanceList';
import { WorkflowInstanceDetail } from '@/components/workflows/WorkflowInstanceDetail';
import {
Plus,
Settings2,
Trash2,
Zap,
AlertCircle,
Workflow as WorkflowIcon,
ListOrdered,
} from 'lucide-react';
type Tab = 'definitions' | 'instances';
function activeBadgeVariant(isActive: boolean): 'success' | 'secondary' {
return isActive ? 'success' : 'secondary';
}
export function WorkflowsPage() {
const { t } = useTranslation();
const toast = useToast();
const { data, isLoading, isError, refetch } = useWorkflows(1, 50);
const deleteMutation = useDeleteWorkflow();
const updateMutation = useUpdateWorkflow();
const [activeTab, setActiveTab] = useState<Tab>('definitions');
const [showEditor, setShowEditor] = useState(false);
const [editingWorkflow, setEditingWorkflow] = useState<Workflow | null>(null);
const [confirmDelete, setConfirmDelete] = useState<Workflow | null>(null);
const [selectedInstanceId, setSelectedInstanceId] = useState<string | null>(null);
const workflows = data?.items ?? [];
const handleToggleActive = async (workflow: Workflow) => {
try {
await updateMutation.mutateAsync({
id: workflow.id,
data: { is_active: !workflow.is_active },
});
toast.success(
workflow.is_active ? 'Workflow deaktiviert' : 'Workflow aktiviert'
);
} catch (err: any) {
toast.error(err.message || 'Fehler beim Umschalten');
}
};
const handleDelete = async () => {
if (!confirmDelete) return;
try {
await deleteMutation.mutateAsync(confirmDelete.id);
toast.success('Workflow geloescht');
setConfirmDelete(null);
} catch (err: any) {
toast.error(err.message || 'Fehler beim Loeschen');
}
};
const openCreate = () => {
setEditingWorkflow(null);
setShowEditor(true);
};
const openEdit = (workflow: Workflow) => {
setEditingWorkflow(workflow);
setShowEditor(true);
};
return (
<div className="max-w-7xl mx-auto p-6" data-testid="workflows-page">
{/* Header */}
<div className="flex items-center justify-between mb-6">
<div>
<h1 className="text-2xl font-bold text-secondary-900">
{t('workflows.title', 'Workflows')}
</h1>
<p className="text-sm text-secondary-500 mt-1">
Definieren und verwalten Sie automatisierte Workflows
</p>
</div>
{activeTab === 'definitions' && (
<Button onClick={openCreate} icon={<Plus className="h-4 w-4" />}>
Neu
</Button>
)}
</div>
{/* Tabs */}
<div className="flex items-center gap-1 mb-6 border-b border-secondary-200">
<button
onClick={() => setActiveTab('definitions')}
className={
activeTab === 'definitions'
? 'px-4 py-2 text-sm font-medium text-primary-600 border-b-2 border-primary-600 -mb-px'
: 'px-4 py-2 text-sm font-medium text-secondary-500 hover:text-secondary-700'
}
>
<span className="flex items-center gap-2">
<WorkflowIcon className="h-4 w-4" />
Definitionen
</span>
</button>
<button
onClick={() => setActiveTab('instances')}
className={
activeTab === 'instances'
? 'px-4 py-2 text-sm font-medium text-primary-600 border-b-2 border-primary-600 -mb-px'
: 'px-4 py-2 text-sm font-medium text-secondary-500 hover:text-secondary-700'
}
>
<span className="flex items-center gap-2">
<ListOrdered className="h-4 w-4" />
Instanzen
</span>
</button>
</div>
{/* Definitions Tab */}
{activeTab === 'definitions' && (
<>
{isLoading && (
<div className="space-y-4">
{[1, 2, 3].map((i) => (
<Skeleton key={i} className="h-24 w-full" />
))}
</div>
)}
{isError && (
<Card className="p-6">
<div className="flex items-center gap-3 text-danger-600">
<AlertCircle className="h-5 w-5" />
<span>Fehler beim Laden der Workflows</span>
<Button size="sm" variant="secondary" onClick={() => refetch()}>
Erneut versuchen
</Button>
</div>
</Card>
)}
{!isLoading && !isError && workflows.length === 0 && (
<EmptyState
title="Keine Workflows"
description="Erstellen Sie Ihren ersten Workflow, um automatisierte Prozesse zu definieren."
icon={<WorkflowIcon className="h-8 w-8" />}
action={
<Button onClick={openCreate} icon={<Plus className="h-4 w-4" />}>
Workflow erstellen
</Button>
}
/>
)}
{!isLoading && !isError && workflows.length > 0 && (
<div className="space-y-4">
{workflows.map((wf) => (
<Card key={wf.id} className="p-4">
<div className="flex items-start justify-between">
<div className="flex-1">
<div className="flex items-center gap-3 mb-1">
<h3 className="text-lg font-semibold text-secondary-900">
{wf.name}
</h3>
<Badge variant={activeBadgeVariant(wf.is_active)}>
{wf.is_active ? 'Aktiv' : 'Inaktiv'}
</Badge>
{wf.trigger_event && (
<div className="flex items-center gap-1 text-xs text-secondary-400">
<Zap className="h-3 w-3" />
<span>{wf.trigger_event}</span>
</div>
)}
</div>
{wf.description && (
<p className="text-sm text-secondary-500 mb-2">
{wf.description}
</p>
)}
<div className="flex items-center gap-4 text-xs text-secondary-400">
<span>{wf.steps?.length || 0} Schritte</span>
{wf.created_at && (
<span>
Erstellt: {new Date(wf.created_at).toLocaleDateString()}
</span>
)}
</div>
</div>
<div className="flex items-center gap-2 ml-4">
<label className="flex items-center gap-2 text-sm cursor-pointer">
<input
type="checkbox"
checked={wf.is_active}
onChange={() => handleToggleActive(wf)}
className="rounded border-secondary-300 text-primary-600 focus:ring-primary-500"
/>
<span className="sr-only">Aktiv</span>
</label>
<Button
size="sm"
variant="ghost"
onClick={() => openEdit(wf)}
title="Bearbeiten"
>
<Settings2 className="h-4 w-4" />
</Button>
<Button
size="sm"
variant="ghost"
onClick={() => setConfirmDelete(wf)}
title="Loeschen"
>
<Trash2 className="h-4 w-4 text-danger-500" />
</Button>
</div>
</div>
</Card>
))}
</div>
)}
</>
)}
{/* Instances Tab */}
{activeTab === 'instances' && (
<WorkflowInstanceList
onSelectInstance={(inst: WorkflowInstance) =>
setSelectedInstanceId(inst.id)
}
/>
)}
{/* Workflow Editor Modal */}
<WorkflowEditor
open={showEditor}
workflow={editingWorkflow}
onClose={() => {
setShowEditor(false);
setEditingWorkflow(null);
}}
/>
{/* Instance Detail Modal */}
{selectedInstanceId && (
<WorkflowInstanceDetail
instanceId={selectedInstanceId}
onClose={() => setSelectedInstanceId(null)}
/>
)}
{/* Delete Confirmation */}
<ConfirmDialog
open={!!confirmDelete}
onCancel={() => setConfirmDelete(null)}
onConfirm={handleDelete}
title="Workflow loeschen"
message={`Moechten Sie den Workflow "${confirmDelete?.name}" wirklich loeschen?`}
confirmLabel="Loeschen"
variant="danger"
/>
</div>
);
}
+6
View File
@@ -52,6 +52,9 @@ const AutomationSettingsPage = React.lazy(() => import('@/pages/AutomationSettin
const ReportsPage = React.lazy(() => import('@/pages/Reports').then(m => ({ default: m.ReportsPage })));
const TasksPage = React.lazy(() => import('@/pages/Tasks').then(m => ({ default: m.TasksPage })));
const CommunicationPage = React.lazy(() => import('@/pages/Communication').then(m => ({ default: m.CommunicationPage })));
const WorkflowsPage = React.lazy(() => import('@/pages/Workflows').then(m => ({ default: m.WorkflowsPage })));
const DedupMergePage = React.lazy(() => import('@/pages/DedupMerge').then(m => ({ default: m.DedupMergePage })));
const ImportExportPage = React.lazy(() => import('@/pages/ImportExport').then(m => ({ default: m.ImportExportPage })));
/** Centered spinner fallback for lazy-loaded routes */
function PageLoader() {
@@ -125,6 +128,9 @@ const router = createBrowserRouter([
{ path: '/reports', element: withSuspense(<ReportsPage />) },
{ path: '/tasks', element: withSuspense(<TasksPage />) },
{ path: '/communication', element: withSuspense(<CommunicationPage />) },
{ path: '/workflows', element: withSuspense(<WorkflowsPage />) },
{ path: '/contacts/dedup', element: withSuspense(<DedupMergePage />) },
{ path: '/import-export', element: withSuspense(<ImportExportPage />) },
{ path: '/profile', element: withSuspense(<SettingsProfilePage />) },
{
path: '/settings',
+197
View File
@@ -0,0 +1,197 @@
/* Print-specific styles for LeoCRM */
/* Applied via media="print" in index.html */
@media print {
/* ---- Hide non-essential UI elements ---- */
/* Sidebars and navigation */
[data-testid="sidebar"],
[data-testid="topbar"],
[data-testid="message-sidebar"],
[data-testid="ai-sidebar"],
aside,
nav[aria-label="Sidebar"],
nav[aria-label="Main navigation"] {
display: none !important;
}
/* Elements marked with data-no-print attribute */
[data-no-print] {
display: none !important;
}
/* Toolbar, buttons, and action elements */
[data-testid*="toolbar"],
[data-testid*="-toolbar"],
.plugin-toolbar,
button:not([data-print-keep]),
.no-print {
display: none !important;
}
/* ---- Page setup ---- */
@page {
margin: 1.5cm;
}
html, body {
margin: 0 !important;
padding: 0 !important;
font-size: 12pt !important;
color: #000 !important;
background: #fff !important;
line-height: 1.4 !important;
}
/* Remove fixed/sticky positioning that breaks print */
* {
position: static !important;
overflow: visible !important;
}
/* Allow content to flow naturally */
.flex, .flex-col, .flex-1 {
display: block !important;
}
.overflow-hidden, .overflow-y-auto, .overflow-x-auto {
overflow: visible !important;
}
.h-full, .min-h-0 {
height: auto !important;
min-height: 0 !important;
}
/* ---- Show print-only elements ---- */
[data-print-only] {
display: block !important;
}
[data-print-only].inline {
display: inline !important;
}
/* Print header for documents */
.print-header {
display: block !important;
border-bottom: 2px solid #000;
padding-bottom: 8px;
margin-bottom: 16px;
}
.print-header h1 {
font-size: 18pt;
margin: 0 0 4px 0;
}
.print-header .print-date {
font-size: 10pt;
color: #666;
}
/* ---- Format tables for print ---- */
table {
width: 100% !important;
border-collapse: collapse !important;
page-break-inside: auto !important;
}
thead {
display: table-header-group !important;
}
tr {
page-break-inside: avoid !important;
page-break-after: auto !important;
}
th, td {
border: 1px solid #ccc !important;
padding: 4px 8px !important;
font-size: 11pt !important;
text-align: left !important;
color: #000 !important;
}
th {
background: #f5f5f5 !important;
font-weight: 600 !important;
}
/* ---- Format cards for print ---- */
.card,
[class*="rounded-lg"],
[class*="shadow-sm"] {
border: 1px solid #ddd !important;
box-shadow: none !important;
border-radius: 4px !important;
margin-bottom: 12px !important;
padding: 12px !important;
}
/* Background colors to light shades for print readability */
[class*="bg-white"] {
background: #fff !important;
}
[class*="bg-secondary-50"],
[class*="bg-secondary-100"] {
background: #f9f9f9 !important;
}
[class*="bg-primary-50"],
[class*="bg-primary-100"] {
background: #f0f0f0 !important;
}
/* ---- Typography for print ---- */
h1, h2, h3, h4, h5, h6 {
page-break-after: avoid !important;
color: #000 !important;
}
h1 { font-size: 18pt !important; }
h2 { font-size: 15pt !important; }
h3 { font-size: 13pt !important; }
h4 { font-size: 12pt !important; }
p, li {
font-size: 11pt !important;
color: #000 !important;
}
a {
color: #000 !important;
text-decoration: none !important;
}
/* ---- Hide specific interactive elements ---- */
input[type="search"],
input[type="text"],
select,
textarea {
border: 1px solid #ccc !important;
background: #fff !important;
}
/* Images */
img {
max-width: 100% !important;
height: auto !important;
}
/* Avoid page breaks inside critical content */
[data-testid="contact-detail"],
[data-testid="reports-content"],
[data-testid="calendar-view"] {
page-break-inside: auto !important;
}
}
/* Screen: hide print-only elements */
@media screen {
[data-print-only] {
display: none !important;
}
}
+156
View File
@@ -0,0 +1,156 @@
/**
* Print / PDF utility functions.
* Uses the browser's native print-to-PDF capability.
*/
/**
* Print a specific DOM element by cloning it into a new window.
* Copies all stylesheets from the current document so the clone looks identical.
*/
export function printElement(elementId: string): void {
const element = document.getElementById(elementId);
if (!element) {
console.warn(`printElement: element with id "${elementId}" not found`);
return;
}
const printWindow = window.open('', '_blank', 'width=900,height=700');
if (!printWindow) {
alert('Bitte erlauben Sie Pop-up-Fenster zum Drucken.');
return;
}
// Clone the target element so we don't disturb the live DOM
const clone = element.cloneNode(true) as HTMLElement;
// Write the HTML document
printWindow.document.open();
printWindow.document.write('<!DOCTYPE html>');
printWindow.document.write('<html lang="de"><head><meta charset="UTF-8">');
printWindow.document.write('<title>Druckansicht</title>');
// Copy all stylesheets from the current document
const styleSheets = document.querySelectorAll('style, link[rel="stylesheet"]');
styleSheets.forEach((sheet) => {
if (sheet.tagName === 'STYLE') {
const styleEl = sheet.cloneNode(true) as HTMLElement;
printWindow.document.head.appendChild(styleEl);
} else if (sheet.tagName === 'LINK') {
const linkEl = sheet.cloneNode(true) as HTMLElement;
printWindow.document.head.appendChild(linkEl);
}
});
// Add print-specific CSS
printWindow.document.write(
'<style>' +
'@media print {' +
'body { margin: 1cm; font-size: 12pt; color: #000; background: #fff; }' +
'img { max-width: 100%; }' +
'table { width: 100%; border-collapse: collapse; }' +
'th, td { border: 1px solid #ccc; padding: 4px 8px; font-size: 11pt; }' +
'th { background: #f5f5f5; font-weight: 600; }' +
'}' +
'@media screen {' +
'body { padding: 20px; font-family: sans-serif; }' +
'}' +
'</style>',
);
printWindow.document.write('</head><body>');
printWindow.document.write(clone.outerHTML);
printWindow.document.write('</body></html>');
printWindow.document.close();
// Wait for stylesheets to load before printing
printWindow.onload = () => {
printWindow.focus();
printWindow.print();
// Close the window after print dialog (most browsers do this automatically)
setTimeout(() => {
printWindow.close();
}, 500);
};
}
/**
* Print the current page using window.print().
* Relies on @media print CSS (print.css) to hide non-printable elements.
*/
export function printCurrentPage(): void {
window.print();
}
/**
* Export an element to PDF using the browser's native print-to-PDF.
* Opens the print dialog where the user can choose "Save as PDF".
*
* @param elementId - The id of the DOM element to export
* @param filename - Suggested filename (used in the print window title)
*/
export function exportToPDF(elementId: string, filename: string): void {
const element = document.getElementById(elementId);
if (!element) {
console.warn(`exportToPDF: element with id "${elementId}" not found`);
return;
}
const printWindow = window.open('', '_blank', 'width=900,height=700');
if (!printWindow) {
alert('Bitte erlauben Sie Pop-up-Fenster zum Exportieren als PDF.');
return;
}
const clone = element.cloneNode(true) as HTMLElement;
printWindow.document.open();
printWindow.document.write('<!DOCTYPE html>');
printWindow.document.write('<html lang="de"><head><meta charset="UTF-8">');
printWindow.document.write(`<title>${filename}</title>`);
// Copy all stylesheets
const styleSheets = document.querySelectorAll('style, link[rel="stylesheet"]');
styleSheets.forEach((sheet) => {
if (sheet.tagName === 'STYLE') {
const styleEl = sheet.cloneNode(true) as HTMLElement;
printWindow.document.head.appendChild(styleEl);
} else if (sheet.tagName === 'LINK') {
const linkEl = sheet.cloneNode(true) as HTMLElement;
printWindow.document.head.appendChild(linkEl);
}
});
// Print-specific styles for PDF export
printWindow.document.write(
'<style>' +
'@media print {' +
`@page { margin: 1.5cm; }` +
'body { margin: 0; font-size: 12pt; color: #000; background: #fff; line-height: 1.4; }' +
'img { max-width: 100%; height: auto; }' +
'table { width: 100%; border-collapse: collapse; page-break-inside: auto; }' +
'tr { page-break-inside: avoid; page-break-after: auto; }' +
'thead { display: table-header-group; }' +
'th, td { border: 1px solid #ccc; padding: 4px 8px; font-size: 11pt; text-align: left; }' +
'th { background: #f5f5f5; font-weight: 600; }' +
'h1, h2, h3 { page-break-after: avoid; }' +
'.card, [class*="rounded"] { border: 1px solid #ddd !important; box-shadow: none !important; border-radius: 4px; }' +
'}' +
'@media screen {' +
'body { padding: 20px; font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif; }' +
'}' +
'</style>',
);
printWindow.document.write('</head><body>');
printWindow.document.write(clone.outerHTML);
printWindow.document.write('</body></html>');
printWindow.document.close();
printWindow.onload = () => {
printWindow.focus();
printWindow.print();
setTimeout(() => {
printWindow.close();
}, 500);
};
}