feat: CRM-Tab Leads - Lead-Visualisierung aus Appwrite + Sucheinstellungen der 06:00-Routine

- Neue Seite /leads unter CRM: Lead-Karten (Score, Google-Bewertung,
  Website-Status, Kontakt, Maps/Website/Repo-Links), KPI-Zeile,
  Status-Workflow (neu/kontaktiert/interessiert/gewonnen/abgelehnt),
  Notizen, Portal-Zugangsdaten
- Sucheinstellungen (Branche, Staedte oder ganz Deutschland, max. Leads
  pro Stadt, Mindestbewertung, E-Mail-Pflicht, Website-Kriterium,
  Zusatzhinweise) -> Appwrite leadSettings, gelesen von der Routine
  ueber webklar-hook /config
- Ersetzt die Excel-Masterliste als Lead-Ansicht

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
2026-07-14 18:09:23 +00:00
parent 5786eed3ba
commit 1cec319fa8
5 changed files with 591 additions and 1 deletions

View File

@@ -12,6 +12,7 @@ import ReportsPage from './pages/ReportsPage'
import DocsPage from './pages/DocsPage'
import AdminPage from './pages/AdminPage'
import CustomersPage from './pages/CustomersPage'
import LeadsPage from './pages/LeadsPage'
import CustomerDetailPage from './pages/CustomerDetailPage'
import FinancePage from './pages/FinancePage'
import DocumentsPage from './pages/DocumentsPage'
@@ -45,6 +46,7 @@ function AppRoutes() {
<Route path="/tickets" element={<ProtectedRoute><TicketsPage /></ProtectedRoute>} />
<Route path="/customers" element={<ProtectedRoute><CustomersPage /></ProtectedRoute>} />
<Route path="/customers/:id" element={<ProtectedRoute><CustomerDetailPage /></ProtectedRoute>} />
<Route path="/leads" element={<ProtectedRoute><LeadsPage /></ProtectedRoute>} />
<Route path="/finance" element={<ProtectedRoute><FinancePage /></ProtectedRoute>} />
<Route path="/documents" element={<ProtectedRoute><DocumentsPage /></ProtectedRoute>} />
<Route path="/dashboard" element={<ProtectedRoute><DashboardPage /></ProtectedRoute>} />

View File

@@ -4,6 +4,7 @@ import { useAuth } from '../context/AuthContext'
import {
IconTicket,
IconUsers,
IconTargetArrow,
IconReportMoney,
IconFiles,
IconFolders,
@@ -40,7 +41,10 @@ export default function Sidebar() {
},
{
label: 'CRM',
links: [{ label: 'Kunden', href: '/customers', icon: <IconUsers /> }],
links: [
{ label: 'Kunden', href: '/customers', icon: <IconUsers /> },
{ label: 'Leads', href: '/leads', icon: <IconTargetArrow /> },
],
},
{
label: 'Finanzen',

141
src/hooks/useLeads.js Normal file
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@@ -0,0 +1,141 @@
import { useState, useEffect, useCallback } from 'react'
import { COLLECTIONS, DATABASE_ID, Query, databases } from '../lib/appwrite'
const PAGE = 100
/** Recherche-Leads aus der taeglichen 06:00-Routine (Appwrite `leads`). */
export function useLeads() {
const [leads, setLeads] = useState([])
const [loading, setLoading] = useState(true)
const [error, setError] = useState(null)
const fetchLeads = useCallback(async () => {
try {
const out = []
let offset = 0
for (;;) {
const res = await databases.listDocuments(DATABASE_ID, COLLECTIONS.LEADS, [
Query.orderDesc('leadScore'),
Query.limit(PAGE),
Query.offset(offset),
])
out.push(...(res.documents || []))
if ((res.documents || []).length < PAGE) break
offset += PAGE
}
setLeads(out)
setError(null)
} catch (err) {
if (err.code === 404 || err.message?.includes('not found')) {
setLeads([])
setError(null)
} else {
setError(err.message)
setLeads([])
}
} finally {
setLoading(false)
}
}, [])
useEffect(() => {
fetchLeads()
}, [fetchLeads])
const updateLead = async (id, data) => {
try {
const doc = await databases.updateDocument(DATABASE_ID, COLLECTIONS.LEADS, id, {
...data,
updatedAt: new Date().toISOString(),
})
setLeads((prev) => prev.map((l) => (l.$id === id ? doc : l)))
return { success: true, data: doc }
} catch (err) {
return { success: false, error: err.message }
}
}
const deleteLead = async (id) => {
try {
await databases.deleteDocument(DATABASE_ID, COLLECTIONS.LEADS, id)
setLeads((prev) => prev.filter((l) => l.$id !== id))
return { success: true }
} catch (err) {
return { success: false, error: err.message }
}
}
return { leads, loading, error, refresh: fetchLeads, updateLead, deleteLead }
}
export const DEFAULT_LEAD_SETTINGS = {
branche: 'Autolackiererei',
staedte: [],
ganzDeutschland: false,
maxLeadsProStadt: 5,
minBewertung: 4.0,
emailPflicht: true,
nurSchlechteWebsite: true,
zusatzHinweise: '',
}
/** Sucheinstellungen der Routine (Appwrite `leadSettings`, Dokument `main`).
* Die Cloud-Routine liest sie vor jedem Lauf ueber den Server-Hook (/config). */
export function useLeadSettings() {
const [settings, setSettings] = useState(null)
const [loading, setLoading] = useState(true)
const [error, setError] = useState(null)
const fetchSettings = useCallback(async () => {
try {
const doc = await databases.getDocument(DATABASE_ID, COLLECTIONS.LEAD_SETTINGS, 'main')
setSettings(doc)
setError(null)
} catch (err) {
if (err.code === 404 || err.message?.includes('not found')) {
setSettings({ ...DEFAULT_LEAD_SETTINGS })
setError(null)
} else {
setError(err.message)
}
} finally {
setLoading(false)
}
}, [])
useEffect(() => {
fetchSettings()
}, [fetchSettings])
const saveSettings = async (data) => {
const payload = {
branche: data.branche || '',
staedte: data.staedte || [],
ganzDeutschland: Boolean(data.ganzDeutschland),
maxLeadsProStadt: Number(data.maxLeadsProStadt) || 5,
minBewertung: Number(data.minBewertung) || 0,
emailPflicht: Boolean(data.emailPflicht),
nurSchlechteWebsite: Boolean(data.nurSchlechteWebsite),
zusatzHinweise: data.zusatzHinweise || '',
updatedAt: new Date().toISOString(),
}
try {
let doc
try {
doc = await databases.updateDocument(DATABASE_ID, COLLECTIONS.LEAD_SETTINGS, 'main', payload)
} catch (err) {
if (err.code === 404) {
doc = await databases.createDocument(DATABASE_ID, COLLECTIONS.LEAD_SETTINGS, 'main', payload)
} else {
throw err
}
}
setSettings(doc)
return { success: true, data: doc }
} catch (err) {
return { success: false, error: err.message }
}
}
return { settings, loading, error, refresh: fetchSettings, saveSettings }
}

View File

@@ -40,6 +40,8 @@ export const COLLECTIONS = {
USERS: 'users',
ATTACHMENTS: 'attachments',
WEBSITE_PROJECTS: 'websiteProjects',
LEADS: 'leads',
LEAD_SETTINGS: 'leadSettings',
}
export const WEBPAGE_TICKET_TYPE = 'Webpage'

441
src/pages/LeadsPage.jsx Normal file
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@@ -0,0 +1,441 @@
import { useMemo, useState } from 'react'
import {
FaSpinner,
FaStar,
FaGear,
FaPlus,
FaXmark,
FaMapLocationDot,
FaGlobe,
FaPhone,
FaEnvelope,
FaChevronDown,
FaChevronUp,
FaGitAlt,
FaFloppyDisk,
} from 'react-icons/fa6'
import { useLeads, useLeadSettings } from '../hooks/useLeads'
import { PageHeader, Card, Button, Badge, EmptyState, Field, Kpi } from '../components/ui'
import CopyableCredential from '../components/CopyableCredential'
const STATUS_OPTIONS = [
{ id: 'neu', label: 'Neu', tone: 'info' },
{ id: 'kontaktiert', label: 'Kontaktiert', tone: 'warn' },
{ id: 'interessiert', label: 'Interessiert', tone: 'warn' },
{ id: 'gewonnen', label: 'Gewonnen', tone: 'ok' },
{ id: 'abgelehnt', label: 'Abgelehnt', tone: 'danger' },
]
const statusMeta = (id) => STATUS_OPTIONS.find((s) => s.id === id) || STATUS_OPTIONS[0]
function scoreColor(score) {
if (score >= 85) return '#34d399'
if (score >= 70) return '#fbbf24'
return '#f87171'
}
export default function LeadsPage() {
const { leads, loading, error, updateLead } = useLeads()
const [search, setSearch] = useState('')
const [status, setStatus] = useState('all')
const [showSettings, setShowSettings] = useState(false)
const filtered = useMemo(() => {
return (leads || [])
.filter((l) => (status === 'all' ? true : (l.crmStatus || 'neu') === status))
.filter((l) => {
if (!search) return true
const s = search.toLowerCase()
return `${l.firma} ${l.ort || ''} ${l.email || ''} ${l.branche || ''}`.toLowerCase().includes(s)
})
}, [leads, search, status])
const kpis = useMemo(() => {
const all = leads || []
const neu = all.filter((l) => (l.crmStatus || 'neu') === 'neu').length
const gewonnen = all.filter((l) => l.crmStatus === 'gewonnen').length
const avg = all.length
? Math.round(all.reduce((sum, l) => sum + (l.leadScore || 0), 0) / all.length)
: 0
const orte = new Set(all.map((l) => (l.ort || '').trim().toLowerCase()).filter(Boolean))
return { total: all.length, neu, gewonnen, avg, orte: orte.size }
}, [leads])
return (
<div className="page">
<PageHeader
title="Leads"
subtitle="Recherche-Ergebnisse der täglichen 06:00-Routine — gespeichert in der Datenbank statt Excel"
actions={
<Button variant={showSettings ? 'primary' : 'default'} onClick={() => setShowSettings((s) => !s)}>
<FaGear /> Sucheinstellungen
</Button>
}
/>
{showSettings && (
<div style={{ marginBottom: 16 }}>
<LeadSettingsCard onClose={() => setShowSettings(false)} />
</div>
)}
<div className="kpi-grid" style={{ marginBottom: 16 }}>
<Kpi label="Leads gesamt" value={kpis.total} />
<Kpi label="Neu" value={kpis.neu} accent="#3b82f6" />
<Kpi label="Gewonnen" value={kpis.gewonnen} accent="#10b981" />
<Kpi label="Ø Lead-Score" value={kpis.avg} accent="#f59e0b" />
<Kpi label="Orte" value={kpis.orte} accent="#8b5cf6" />
</div>
<Card pad={false}>
<div className="ui-card-head" style={{ gap: 12, flexWrap: 'wrap' }}>
<div className="seg">
<button className={status === 'all' ? 'active' : ''} onClick={() => setStatus('all')}>Alle</button>
{STATUS_OPTIONS.map((s) => (
<button key={s.id} className={status === s.id ? 'active' : ''} onClick={() => setStatus(s.id)}>
{s.label}
</button>
))}
</div>
<input
className="form-control search-input"
placeholder="Lead suchen..."
value={search}
onChange={(e) => setSearch(e.target.value)}
style={{ maxWidth: 320 }}
/>
</div>
<div className="ui-card-body">
{loading ? (
<div className="empty"><FaSpinner className="spinner" /></div>
) : error ? (
<EmptyState title="Fehler beim Laden" hint={error} />
) : filtered.length === 0 ? (
<EmptyState
title="Keine Leads"
hint="Die 06:00-Routine liefert neue Leads automatisch hierher."
/>
) : (
<div
style={{
display: 'grid',
gridTemplateColumns: 'repeat(auto-fill, minmax(340px, 1fr))',
gap: 14,
}}
>
{filtered.map((lead) => (
<LeadCard key={lead.$id} lead={lead} onUpdate={updateLead} />
))}
</div>
)}
</div>
</Card>
</div>
)
}
function LeadCard({ lead, onUpdate }) {
const [open, setOpen] = useState(false)
const [notiz, setNotiz] = useState(lead.notiz || '')
const [busy, setBusy] = useState(false)
const meta = statusMeta(lead.crmStatus || 'neu')
const score = lead.leadScore || 0
const setStatus = async (e) => {
setBusy(true)
await onUpdate(lead.$id, { crmStatus: e.target.value })
setBusy(false)
}
const saveNotiz = async () => {
if (notiz === (lead.notiz || '')) return
await onUpdate(lead.$id, { notiz })
}
const websiteUrl = /^https?:\/\//.test(lead.website || '') ? lead.website : null
return (
<div className="ui-card pad" style={{ display: 'flex', flexDirection: 'column', gap: 10 }}>
<div style={{ display: 'flex', alignItems: 'flex-start', gap: 10 }}>
<div className="grow" style={{ minWidth: 0 }}>
<div style={{ fontWeight: 700, display: 'flex', alignItems: 'center', gap: 8, flexWrap: 'wrap' }}>
{lead.firma}
{lead.kategorie && <Badge tone={lead.kategorie === 'A' ? 'ok' : 'muted'}>Kat. {lead.kategorie}</Badge>}
</div>
<div className="muted">
{[lead.ort, lead.branche].filter(Boolean).join(' · ')}
</div>
</div>
<div style={{ textAlign: 'right' }}>
<div style={{ fontWeight: 800, fontSize: 20, color: scoreColor(score) }}>{score}</div>
<div className="faint" style={{ fontSize: 11 }}>Score</div>
</div>
</div>
<div style={{ height: 6, borderRadius: 3, background: 'var(--surface-2)', overflow: 'hidden' }}>
<div style={{ width: `${Math.min(100, score)}%`, height: '100%', background: scoreColor(score) }} />
</div>
<div className="flex gap-2 wrap" style={{ alignItems: 'center' }}>
<Badge tone={meta.tone} dot>{meta.label}</Badge>
{lead.googleNote && (
<Badge tone="warn">
<FaStar /> {lead.googleNote} ({lead.anzahlBewertungen || 0})
</Badge>
)}
{lead.processed && <Badge tone="ok">Kunde angelegt</Badge>}
</div>
{lead.websiteStatus && (
<div className="muted" style={{ fontSize: 13 }}>
<strong>Website:</strong> {lead.websiteStatus.length > 120 && !open
? lead.websiteStatus.slice(0, 120) + '…'
: lead.websiteStatus}
</div>
)}
<div className="flex gap-2 wrap" style={{ fontSize: 13 }}>
{lead.email && (
<a href={`mailto:${lead.email}`} className="muted" style={{ display: 'inline-flex', alignItems: 'center', gap: 5 }}>
<FaEnvelope /> {lead.email}
</a>
)}
{lead.telefon && (
<a href={`tel:${lead.telefon.replace(/\s/g, '')}`} className="muted" style={{ display: 'inline-flex', alignItems: 'center', gap: 5 }}>
<FaPhone /> {lead.telefon}
</a>
)}
</div>
<div className="flex gap-2 wrap">
{lead.googleMapsLink && (
<Button size="sm" as="a" href={lead.googleMapsLink} target="_blank" rel="noreferrer" title="Google Maps">
<FaMapLocationDot /> Maps
</Button>
)}
{websiteUrl && (
<Button size="sm" as="a" href={websiteUrl} target="_blank" rel="noreferrer" title="Website">
<FaGlobe /> Website
</Button>
)}
{lead.repoUrl && (
<Button size="sm" as="a" href={lead.repoUrl} target="_blank" rel="noreferrer" title="Preview-Repo">
<FaGitAlt /> Repo
</Button>
)}
<select
className="form-control"
value={lead.crmStatus || 'neu'}
onChange={setStatus}
disabled={busy}
style={{ width: 'auto', marginLeft: 'auto', padding: '4px 8px', fontSize: 13 }}
>
{STATUS_OPTIONS.map((s) => (
<option key={s.id} value={s.id}>{s.label}</option>
))}
</select>
<Button size="sm" variant="ghost" onClick={() => setOpen((o) => !o)} title={open ? 'Weniger' : 'Details'}>
{open ? <FaChevronUp /> : <FaChevronDown />}
</Button>
</div>
{open && (
<div style={{ borderTop: '1px solid var(--border)', paddingTop: 10, display: 'flex', flexDirection: 'column', gap: 8, fontSize: 13 }}>
{lead.ansprechpartner && <div><strong>Ansprechpartner:</strong> {lead.ansprechpartner}</div>}
{lead.adresse && <div><strong>Adresse:</strong> {lead.adresse}</div>}
{lead.kernleistungen && <div><strong>Leistungen:</strong> {lead.kernleistungen}</div>}
{lead.hauptmaengel && <div><strong>Hauptmängel:</strong> {lead.hauptmaengel}</div>}
{lead.sympathie && <div><strong>Eindruck:</strong> {lead.sympathie}</div>}
{(lead.portalLogin || lead.portalPasswort) && (
<div className="flex gap-3 wrap">
{lead.portalLogin && <CopyableCredential label="Portal-Login" value={lead.portalLogin} />}
{lead.portalPasswort && <CopyableCredential label="Portal-Passwort" value={lead.portalPasswort} secret />}
</div>
)}
<Field label="Notiz">
<textarea
className="form-control"
rows={2}
value={notiz}
onChange={(e) => setNotiz(e.target.value)}
onBlur={saveNotiz}
placeholder="Interne Notiz zum Lead..."
/>
</Field>
<div className="faint" style={{ fontSize: 11 }}>
Aufgenommen: {lead.addedAt ? new Date(lead.addedAt).toLocaleDateString('de-DE') : '-'}
{lead.leadId ? ` · ${lead.leadId}` : ''}
</div>
</div>
)}
</div>
)
}
function LeadSettingsCard({ onClose }) {
const { settings, loading, saveSettings } = useLeadSettings()
const [form, setForm] = useState(null)
const [newStadt, setNewStadt] = useState('')
const [busy, setBusy] = useState(false)
const [msg, setMsg] = useState(null)
// Formular einmalig aus den geladenen Settings befuellen
if (!form && !loading && settings) {
setForm({
branche: settings.branche || '',
staedte: settings.staedte || [],
ganzDeutschland: Boolean(settings.ganzDeutschland),
maxLeadsProStadt: settings.maxLeadsProStadt ?? 5,
minBewertung: settings.minBewertung ?? 4.0,
emailPflicht: settings.emailPflicht !== false,
nurSchlechteWebsite: settings.nurSchlechteWebsite !== false,
zusatzHinweise: settings.zusatzHinweise || '',
})
}
const set = (key, value) => setForm((f) => ({ ...f, [key]: value }))
const addStadt = () => {
const s = newStadt.trim()
if (!s) return
if (!form.staedte.some((x) => x.toLowerCase() === s.toLowerCase())) {
set('staedte', [...form.staedte, s])
}
setNewStadt('')
}
const save = async () => {
setBusy(true)
setMsg(null)
const r = await saveSettings(form)
setBusy(false)
setMsg(r.success ? 'Gespeichert — gilt ab dem nächsten 06:00-Lauf.' : `Fehler: ${r.error}`)
}
return (
<Card
title="Sucheinstellungen der 06:00-Routine"
actions={<Button variant="ghost" size="sm" onClick={onClose}><FaXmark /></Button>}
>
{loading || !form ? (
<div className="empty"><FaSpinner className="spinner" /></div>
) : (
<>
<p className="muted" style={{ marginTop: 0, fontSize: 13 }}>
Diese Einstellungen liest die tägliche Recherche-Routine vor jedem Lauf.
Bereits vorhandene Leads und Kunden werden automatisch übersprungen.
</p>
<div className="flex gap-3 wrap">
<Field label="Branche" hint="z. B. Autolackiererei, Kfz-Werkstatt, Dachdecker">
<input
className="form-control"
value={form.branche}
onChange={(e) => set('branche', e.target.value)}
/>
</Field>
<Field label="Max. neue Leads pro Stadt">
<input
className="form-control"
type="number"
min={1}
max={20}
value={form.maxLeadsProStadt}
onChange={(e) => set('maxLeadsProStadt', e.target.value)}
style={{ width: 120 }}
/>
</Field>
<Field label="Min. Google-Bewertung">
<input
className="form-control"
type="number"
step={0.1}
min={0}
max={5}
value={form.minBewertung}
onChange={(e) => set('minBewertung', e.target.value)}
style={{ width: 120 }}
/>
</Field>
</div>
<Field
label="Städte / Regionen"
hint={form.ganzDeutschland ? 'Ganz Deutschland aktiv — die Routine wählt selbst passende Regionen.' : 'Die Routine recherchiert in diesen Regionen.'}
>
<div className="flex gap-2 wrap" style={{ alignItems: 'center' }}>
{form.staedte.map((s) => (
<Badge key={s} tone={form.ganzDeutschland ? 'muted' : 'info'}>
{s}
<button
type="button"
onClick={() => set('staedte', form.staedte.filter((x) => x !== s))}
style={{ background: 'none', border: 'none', color: 'inherit', cursor: 'pointer', padding: '0 0 0 4px', display: 'inline-flex' }}
title={`${s} entfernen`}
>
<FaXmark />
</button>
</Badge>
))}
<input
className="form-control"
placeholder="Stadt hinzufügen..."
value={newStadt}
onChange={(e) => setNewStadt(e.target.value)}
onKeyDown={(e) => { if (e.key === 'Enter') { e.preventDefault(); addStadt() } }}
disabled={form.ganzDeutschland}
style={{ width: 200 }}
/>
<Button size="sm" type="button" onClick={addStadt} disabled={form.ganzDeutschland}>
<FaPlus />
</Button>
</div>
</Field>
<div className="flex gap-3 wrap" style={{ margin: '10px 0' }}>
<label className="flex gap-2" style={{ alignItems: 'center', cursor: 'pointer' }}>
<input
type="checkbox"
checked={form.ganzDeutschland}
onChange={(e) => set('ganzDeutschland', e.target.checked)}
/>
Komplett Deutschland
</label>
<label className="flex gap-2" style={{ alignItems: 'center', cursor: 'pointer' }}>
<input
type="checkbox"
checked={form.emailPflicht}
onChange={(e) => set('emailPflicht', e.target.checked)}
/>
Nur Leads mit auffindbarer E-Mail
</label>
<label className="flex gap-2" style={{ alignItems: 'center', cursor: 'pointer' }}>
<input
type="checkbox"
checked={form.nurSchlechteWebsite}
onChange={(e) => set('nurSchlechteWebsite', e.target.checked)}
/>
Nur ohne / mit veralteter Website
</label>
</div>
<Field label="Zusätzliche Hinweise für die Recherche" hint="Freitext, wird der Routine wörtlich mitgegeben.">
<textarea
className="form-control"
rows={3}
value={form.zusatzHinweise}
onChange={(e) => set('zusatzHinweise', e.target.value)}
placeholder="z. B. Familienbetriebe bevorzugen, keine Franchise-Ketten..."
/>
</Field>
{msg && <div className={msg.startsWith('Fehler') ? 'text-red' : 'muted'} style={{ marginBottom: 8, fontSize: 13 }}>{msg}</div>}
<div className="flex gap-2">
<Button variant="primary" onClick={save} disabled={busy}>
{busy ? <FaSpinner className="spinner" /> : <><FaFloppyDisk /> Speichern</>}
</Button>
</div>
</>
)}
</Card>
)
}