Kunden: Reiter "Abgesagt", Absage eintragen und Warnung vor Doppelten
- Kundenliste mit Reiter "Abgesagt" (vorher nur unter "Alle"), rotes Abzeichen, Suche auch nach Telefon - Kundenseite: "Absage eintragen" fuer Leads (Grund freiwillig); Vermerk "Abgesagt am TT.MM.JJJJ (Name): Grund" oben in die Notizen, offene Akquise-Tickets auf "Abgesagt"; roter Hinweis "nicht erneut anrufen" und "Wieder als Lead fuehren" - Neuer Lead (jetzt mit Telefon) und Neuer Kunde gleichen live mit allen Kunden ab (auch archivierte/abgesagte): Name ohne Rechtsform, E-Mail, Firmen-Domain (ohne Freemailer), Telefon; Abgesagte rot und zuerst, Knopf heisst dann "Trotzdem anlegen" - Uebersicht wird nach Speichern neu aufgebaut (key), damit kein alter Notizstand den Vermerk ueberschreibt Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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@@ -5,6 +5,8 @@ import { useAuth } from '../context/AuthContext'
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import { createLead } from '../lib/leads'
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import { CUSTOMER_TABS, customerBadges, customerTitle, filterCustomers, stageCounts } from '../lib/customerList'
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import { isRowActivation } from '../lib/rowClick'
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import { findDuplicates } from '../lib/leadDuplicates'
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import DuplicateWarning from '../components/customer/DuplicateWarning'
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import { PageHeader, Tabs, Button, Badge, EmptyState, Field, Dialog } from '../components/ui'
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export default function CustomersPage() {
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@@ -13,7 +15,7 @@ export default function CustomersPage() {
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const navigate = useNavigate()
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const [search, setSearch] = useState('')
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// 105 von 110 Eintraegen sind Leads der Lead-Automatik, deshalb startet die Liste bei den festen Kunden
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const [stage, setStage] = useState('customer') // customer | lead | archived | all
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const [stage, setStage] = useState('customer') // customer | lead | lost | archived | all
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const [showCreate, setShowCreate] = useState(null) // null | 'lead' | 'customer'
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const filtered = useMemo(() => filterCustomers(customers, { stage, search }), [customers, stage, search])
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@@ -91,7 +93,7 @@ export default function CustomersPage() {
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<input
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className="input search"
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type="search"
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placeholder="Kunde suchen …"
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placeholder="Name, E-Mail oder Telefon …"
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aria-label="Kunde suchen"
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value={search}
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onChange={(e) => setSearch(e.target.value)}
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@@ -102,6 +104,7 @@ export default function CustomersPage() {
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{showCreate === 'lead' && (
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<CreateLeadForm
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customers={customers}
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onCancel={() => setShowCreate(null)}
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onDone={async (data) => {
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const r = await createLead(data, user)
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@@ -114,6 +117,7 @@ export default function CustomersPage() {
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{showCreate === 'customer' && isAdmin && (
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<CreateCustomerForm
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customers={customers}
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onCancel={() => setShowCreate(null)}
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onCreate={async (data) => {
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const r = await createCustomer(data)
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@@ -130,18 +134,21 @@ export default function CustomersPage() {
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)
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}
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function CreateLeadForm({ onCancel, onDone }) {
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function CreateLeadForm({ customers, onCancel, onDone }) {
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const [company, setCompany] = useState('')
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const [email, setEmail] = useState('')
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const [phone, setPhone] = useState('')
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const [busy, setBusy] = useState(false)
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const [error, setError] = useState(null)
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// Abgleich mit allen Kunden (auch archivierten und abgesagten), damit niemand doppelt angerufen wird
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const matches = useMemo(() => findDuplicates(customers, { name: company, email, phone }), [customers, company, email, phone])
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const submit = async (e) => {
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e.preventDefault()
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if (!company.trim()) { setError('Unternehmen erforderlich'); return }
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setBusy(true); setError(null)
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try {
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await onDone({ company: company.trim(), email: email.trim() })
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await onDone({ company: company.trim(), email: email.trim(), phone: phone.trim() })
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} catch (err) {
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setError(err.message || 'Fehler')
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setBusy(false)
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@@ -151,6 +158,7 @@ function CreateLeadForm({ onCancel, onDone }) {
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return (
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<Dialog
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as="form"
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wide
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title="Neuer Lead (potenzieller Kunde)"
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busy={busy}
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onClose={onCancel}
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@@ -159,31 +167,41 @@ function CreateLeadForm({ onCancel, onDone }) {
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<>
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<span className="grow" />
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<Button type="button" disabled={busy} onClick={onCancel}>Abbrechen</Button>
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<Button variant="primary" type="submit" disabled={busy}>{busy ? 'Speichert …' : 'Lead anlegen + Akquise-Ticket'}</Button>
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<Button variant="primary" type="submit" disabled={busy}>
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{busy ? 'Speichert …' : matches.length ? 'Trotzdem anlegen' : 'Lead anlegen + Akquise-Ticket'}
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</Button>
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</>
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}
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>
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{error && <div className="msg err" role="alert">{error}</div>}
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<p className="muted small">
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Fuer einen Lead reichen Unternehmen und E-Mail. Es wird automatisch ein Akquise-Ticket erstellt.
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Fuer einen Lead reichen Unternehmen und E-Mail oder Telefon. Es wird automatisch ein Akquise-Ticket erstellt.
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</p>
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<div className="field-row">
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<DuplicateWarning matches={matches} />
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<div className="field-row-3">
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<Field label="Unternehmen" htmlFor="lead-company">
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<input id="lead-company" className="input" value={company} onChange={(e) => setCompany(e.target.value)} required />
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</Field>
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<Field label="E-Mail" htmlFor="lead-email">
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<input id="lead-email" className="input" type="email" value={email} onChange={(e) => setEmail(e.target.value)} />
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</Field>
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<Field label="Telefon" htmlFor="lead-phone">
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<input id="lead-phone" className="input" type="tel" value={phone} onChange={(e) => setPhone(e.target.value)} />
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</Field>
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</div>
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</Dialog>
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)
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}
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// Fester Kunde mit Zugang zum Kundenportal (nur Admins; legt den Login im Portal an)
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export function CreateCustomerForm({ onCancel, onCreate }) {
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export function CreateCustomerForm({ customers, onCancel, onCreate }) {
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const [form, setForm] = useState({ name: '', email: '', code: '', phone: '', location: '', password: '' })
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const [busy, setBusy] = useState(false)
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const [error, setError] = useState(null)
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const matches = useMemo(
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() => findDuplicates(customers, { name: form.name, email: form.email, phone: form.phone }),
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[customers, form.name, form.email, form.phone]
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)
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const set = (field) => (e) => setForm((f) => ({ ...f, [field]: e.target.value }))
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const submit = async (e) => {
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@@ -214,6 +232,7 @@ export function CreateCustomerForm({ onCancel, onCreate }) {
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}
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>
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{error && <div className="msg err" role="alert">{error}</div>}
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<DuplicateWarning matches={matches} />
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<div className="field-row-3">
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<Field label="Unternehmen / Name" htmlFor="customer-name">
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<input id="customer-name" className="input" name="name" value={form.name} onChange={set('name')} required />
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