Paperless enthält 0 Dokumente, der Upload wurde nie benutzt. Weg sind: die Seite Dokumente (alte Links führen zu den Tickets), der Menüpunkt, der Reiter Dokumente in Ticketkarte und Kundenseite, der Upload-Dialog (legte Dateien zusätzlich ungelesen im Appwrite-Bucket ab), das Feld "Paperless-Korrespondent" und das Abzeichen "Docs", auf dem Dashboard die Kachel Dokumente und "Dokument hochladen", im API-Client die Paperless-Aufrufe. Gespeicherte Daten bleiben unverändert; die Paperless-Routen im Backend ticket-integrations sind nicht angefasst. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
337 lines
15 KiB
React
337 lines
15 KiB
React
import { useState, useEffect, useCallback } from 'react'
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import { useParams, Link } from 'react-router-dom'
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import { FaSpinner, FaStar, FaArrowLeft, FaFloppyDisk, FaArrowUp, FaKey, FaArrowUpRightFromSquare, FaBoxArchive, FaBoxOpen } from 'react-icons/fa6'
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import { databases, DATABASE_ID, COLLECTIONS, Query } from '../lib/appwrite'
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import { PageHeader, Card, Button, Badge, Tabs, EmptyState, Field } from '../components/ui'
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import { StatusPill, UrgentPill } from '../components/ui/StatusPill'
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import InvoicePanel from '../components/InvoicePanel'
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import AssignedProjectCard from '../components/AssignedProjectCard'
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import CopyableCredential, { getCustomerPortalPassword } from '../components/CopyableCredential'
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import { updateCustomerWithPortalAccess } from '../lib/customerAdminApi'
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import { useWebsiteProjects } from '../hooks/useWebsiteProjects'
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import { customerStage, isArchived, isInvoiceReady, setCustomerArchived, upgradeToCustomer, syncCustomerToNinja } from '../lib/leads'
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const PORTAL_URL = 'https://project.webklar.com'
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const TABS = [
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{ id: 'overview', label: 'Uebersicht' },
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{ id: 'tickets', label: 'Tickets' },
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{ id: 'invoices', label: 'Rechnungen' },
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{ id: 'projects', label: 'Projekte' },
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]
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export default function CustomerDetailPage() {
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const { id } = useParams()
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const [customer, setCustomer] = useState(null)
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const [loading, setLoading] = useState(true)
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const [error, setError] = useState(null)
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const [tab, setTab] = useState('overview')
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const load = useCallback(async () => {
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setLoading(true)
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try {
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setCustomer(await databases.getDocument(DATABASE_ID, COLLECTIONS.CUSTOMERS, id))
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setError(null)
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} catch (err) {
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setError(err.message)
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} finally {
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setLoading(false)
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}
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}, [id])
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useEffect(() => { load() }, [load])
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if (loading) return <div className="page"><div className="empty"><FaSpinner className="spinner" /></div></div>
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if (error || !customer) return <div className="page"><EmptyState title="Kunde nicht gefunden" hint={error} action={<Button as={Link} to="/customers"><FaArrowLeft /> Zurueck</Button>} /></div>
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const stage = customerStage(customer)
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const archived = isArchived(customer)
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const syntheticTicket = { customerId: customer.$id, customerName: customer.name, woid: '' }
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const toggleArchived = async () => {
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await setCustomerArchived(customer, !archived)
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await load()
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}
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return (
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<div className="page">
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<PageHeader
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title={
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<span style={{ display: 'inline-flex', alignItems: 'center', gap: 10 }}>
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{customer.importantCustomer && <FaStar style={{ color: 'var(--warn)' }} />}
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{customer.name}
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{stage === 'lead' && <Badge tone="warn" dot>Lead</Badge>}
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{stage === 'customer' && <Badge tone="ok" dot>Fester Kunde</Badge>}
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{stage === 'lost' && <Badge tone="muted">Abgesagt</Badge>}
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{archived && <Badge tone="muted"><FaBoxArchive /> Archiviert</Badge>}
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</span>
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}
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subtitle={[customer.location, customer.email, customer.phone].filter(Boolean).join(' · ')}
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actions={
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<>
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<Button variant="ghost" onClick={toggleArchived}>
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{archived ? <><FaBoxOpen /> Wiederherstellen</> : <><FaBoxArchive /> Archivieren</>}
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</Button>
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<Button variant="ghost" as={Link} to="/customers"><FaArrowLeft /> Alle Kunden</Button>
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</>
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}
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/>
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<Tabs tabs={TABS} active={tab} onChange={setTab} />
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{tab === 'overview' && <OverviewTab customer={customer} stage={stage} onSaved={load} />}
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{tab === 'tickets' && <CustomerTickets customerId={customer.$id} />}
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{tab === 'invoices' && (
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stage === 'lead' ? (
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<Card><EmptyState title="Noch ein Lead" hint="Erst zum festen Kunden machen (vollstaendige Daten noetig), dann sind Rechnungen moeglich." action={<Button variant="primary" onClick={() => setTab('overview')}>Daten erfassen</Button>} /></Card>
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) : !isInvoiceReady(customer) ? (
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<Card><EmptyState title="Daten unvollstaendig" hint="Fuer Rechnungen werden Unternehmen, E-Mail, Strasse, Stadt und PLZ benoetigt." action={<Button variant="primary" onClick={() => setTab('overview')}>Daten vervollstaendigen</Button>} /></Card>
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) : (
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<InvoicePanel ticket={syntheticTicket} />
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)
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)}
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{tab === 'projects' && <CustomerProjects customerId={customer.$id} />}
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</div>
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)
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}
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function OverviewTab({ customer, stage, onSaved }) {
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const [form, setForm] = useState({
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name: customer.name || '',
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companyName: customer.companyName || customer.name || '',
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code: customer.code || '',
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email: customer.email || '',
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phone: customer.phone || '',
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contactName: customer.contactName || '',
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street: customer.street || '',
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postalCode: customer.postalCode || '',
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city: customer.city || '',
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country: customer.country || 'Deutschland',
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vatNumber: customer.vatNumber || '',
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location: customer.location || '',
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notes: customer.notes || '',
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importantCustomer: !!customer.importantCustomer,
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})
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const [busy, setBusy] = useState(false)
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const [msg, setMsg] = useState(null)
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const ready = isInvoiceReady({ ...customer, ...form })
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const save = async () => {
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setBusy(true); setMsg(null)
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try {
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const updated = await databases.updateDocument(DATABASE_ID, COLLECTIONS.CUSTOMERS, customer.$id, form)
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let note = 'Gespeichert'
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// Wenn fester Kunde: Aenderungen nach InvoiceNinja syncen (sofern Daten reichen oder bereits verknuepft)
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if (stage === 'customer' && (updated.invoiceNinjaClientId || isInvoiceReady(updated))) {
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try { await syncCustomerToNinja(updated) } catch (e) { note = 'Gespeichert, InvoiceNinja-Sync fehlgeschlagen: ' + e.message }
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}
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setMsg(note)
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onSaved()
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} catch (err) {
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setMsg('Fehler: ' + err.message)
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} finally { setBusy(false) }
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}
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const upgrade = async () => {
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if (!ready) { setMsg('Bitte zuerst alle Pflichtfelder (Unternehmen, E-Mail, Strasse, PLZ, Stadt) ausfuellen.'); return }
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setBusy(true); setMsg(null)
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const r = await upgradeToCustomer(customer, form)
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if (r.clientId) setMsg('Zum festen Kunden gemacht und mit InvoiceNinja verknuepft.')
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else setMsg('Status gesetzt, aber InvoiceNinja-Verknuepfung fehlgeschlagen: ' + (r.syncError || 'unbekannt'))
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setBusy(false)
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onSaved()
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}
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return (
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<div style={{ display: 'grid', gridTemplateColumns: 'repeat(auto-fit, minmax(300px, 1fr))', gap: 16 }}>
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<Card title="Stammdaten">
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<div className="flex gap-3 wrap">
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<Field label="Unternehmen / Name"><input className="form-control" value={form.name} onChange={(e) => setForm({ ...form, name: e.target.value, companyName: e.target.value })} /></Field>
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<Field label="Code"><input className="form-control" value={form.code} onChange={(e) => setForm({ ...form, code: e.target.value })} /></Field>
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</div>
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<div className="flex gap-3 wrap">
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<Field label="E-Mail"><input className="form-control" type="email" value={form.email} onChange={(e) => setForm({ ...form, email: e.target.value })} /></Field>
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<Field label="Telefon"><input className="form-control" value={form.phone} onChange={(e) => setForm({ ...form, phone: e.target.value })} /></Field>
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</div>
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<Field label="Ansprechpartner"><input className="form-control" value={form.contactName} onChange={(e) => setForm({ ...form, contactName: e.target.value })} /></Field>
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<Field label="Notizen"><textarea className="form-control" rows={3} value={form.notes} onChange={(e) => setForm({ ...form, notes: e.target.value })} /></Field>
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<label className="flex items-center gap-2" style={{ marginBottom: 12, cursor: 'pointer' }}>
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<input type="checkbox" checked={form.importantCustomer} onChange={(e) => setForm({ ...form, importantCustomer: e.target.checked })} />
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Wichtiger Kunde
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</label>
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<div className="flex gap-2 items-center wrap">
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<Button variant="primary" onClick={save} disabled={busy}>{busy ? <FaSpinner className="spinner" /> : <><FaFloppyDisk /> Speichern</>}</Button>
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{stage === 'lead' && <Button onClick={upgrade} disabled={busy}><FaArrowUp /> Zum festen Kunden machen</Button>}
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{msg && <span className="muted">{msg}</span>}
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</div>
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</Card>
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<Card title="Rechnungsdaten (fuer InvoiceNinja)">
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{!ready && <div className="badge badge-warn" style={{ marginBottom: 12 }}>Unvollstaendig - fuer Rechnungen erforderlich</div>}
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<Field label="Strasse + Nr."><input className="form-control" value={form.street} onChange={(e) => setForm({ ...form, street: e.target.value })} /></Field>
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<div className="flex gap-3 wrap">
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<Field label="PLZ"><input className="form-control" value={form.postalCode} onChange={(e) => setForm({ ...form, postalCode: e.target.value })} /></Field>
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<Field label="Stadt"><input className="form-control" value={form.city} onChange={(e) => setForm({ ...form, city: e.target.value })} /></Field>
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</div>
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<div className="flex gap-3 wrap">
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<Field label="Land"><input className="form-control" value={form.country} onChange={(e) => setForm({ ...form, country: e.target.value })} /></Field>
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<Field label="USt-IdNr."><input className="form-control" value={form.vatNumber} onChange={(e) => setForm({ ...form, vatNumber: e.target.value })} /></Field>
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</div>
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<div className="flex items-center justify-between" style={{ marginTop: 8 }}>
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<span className="muted">InvoiceNinja</span>
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{customer.invoiceNinjaClientId ? <Badge tone="ok" dot>verknuepft</Badge> : <Badge tone="muted">nicht verknuepft</Badge>}
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</div>
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</Card>
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<PortalAccessCard customer={customer} onSaved={onSaved} />
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</div>
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)
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}
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function PortalAccessCard({ customer, onSaved }) {
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const [password, setPassword] = useState('')
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const [busy, setBusy] = useState(false)
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const [msg, setMsg] = useState(null)
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const hasAccess = Boolean(customer.portalAccessEnabled && customer.appwriteUserId)
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const currentPassword = getCustomerPortalPassword(customer)
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const savePassword = async () => {
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if (!customer.email) {
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setMsg('Bitte zuerst eine E-Mail-Adresse in den Stammdaten speichern.')
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return
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}
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if (!password || password.length < 8) {
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setMsg('Das Passwort muss mindestens 8 Zeichen haben.')
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return
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}
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setBusy(true); setMsg(null)
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try {
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await updateCustomerWithPortalAccess(customer.$id, { password })
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setPassword('')
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setMsg(hasAccess ? 'Passwort aktualisiert.' : 'Portal-Zugang angelegt.')
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onSaved()
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} catch (err) {
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setMsg('Fehler: ' + err.message)
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} finally {
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setBusy(false)
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}
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}
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return (
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<Card title="Portal-Zugang">
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<div className="flex items-center justify-between" style={{ marginBottom: 12 }}>
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<span className="muted">Kundenportal</span>
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{hasAccess
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? <Badge tone="ok" dot>freigeschaltet</Badge>
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: <Badge tone="muted">kein Zugang</Badge>}
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</div>
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<Field label="Login (E-Mail)">
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<CopyableCredential value={customer.email} label="Login" />
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</Field>
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<Field label="Passwort">
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<CopyableCredential value={currentPassword} secret label="Passwort" />
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</Field>
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<Field label={hasAccess ? 'Neues Passwort setzen' : 'Passwort festlegen (min. 8 Zeichen)'}>
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<input
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className="form-control"
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type="text"
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value={password}
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onChange={(e) => setPassword(e.target.value)}
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placeholder="min. 8 Zeichen"
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autoComplete="off"
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/>
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</Field>
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<div className="flex gap-2 items-center wrap">
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<Button variant="primary" onClick={savePassword} disabled={busy}>
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{busy ? <FaSpinner className="spinner" /> : <><FaKey /> {hasAccess ? 'Passwort ändern' : 'Zugang anlegen'}</>}
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</Button>
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<Button as="a" href={PORTAL_URL} target="_blank" rel="noreferrer" variant="ghost">
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<FaArrowUpRightFromSquare /> Portal öffnen
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</Button>
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{msg && <span className="muted">{msg}</span>}
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</div>
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<p className="muted" style={{ marginTop: 8, fontSize: 13 }}>
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Der Kunde meldet sich mit dieser E-Mail und dem Passwort unter {PORTAL_URL} an
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und sieht dort seine Projekte/Previews.
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</p>
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</Card>
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)
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}
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function CustomerTickets({ customerId }) {
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const [tickets, setTickets] = useState([])
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const [loading, setLoading] = useState(true)
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useEffect(() => {
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let active = true
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;(async () => {
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setLoading(true)
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try {
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const res = await databases.listDocuments(DATABASE_ID, COLLECTIONS.WORKORDERS, [
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Query.equal('customerId', customerId),
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Query.orderDesc('$createdAt'),
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Query.limit(100),
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])
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if (active) setTickets(res.documents)
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} catch {
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if (active) setTickets([])
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} finally {
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if (active) setLoading(false)
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}
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})()
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return () => { active = false }
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}, [customerId])
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if (loading) return <Card><FaSpinner className="spinner" /></Card>
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if (tickets.length === 0) return <Card><EmptyState title="Keine Tickets" hint="Fuer diesen Kunden gibt es noch keine Tickets." /></Card>
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return (
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<Card pad={false}>
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<div className="list">
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{tickets.map((t) => (
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<div key={t.$id} className="list-row">
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<span className="mono" style={{ color: 'var(--accent)', minWidth: 60 }}>{t.woid || t.$id.slice(-5)}</span>
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<div className="grow">
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<div style={{ fontWeight: 600 }}>{t.topic || t.title || '-'}</div>
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<div className="muted">{t.type}</div>
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</div>
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<UrgentPill priority={t.priority} />
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<StatusPill status={t.status} />
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</div>
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))}
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</div>
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</Card>
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)
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}
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function CustomerProjects({ customerId }) {
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const { fetchAllProjects } = useWebsiteProjects()
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const [projects, setProjects] = useState([])
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const [loading, setLoading] = useState(true)
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useEffect(() => {
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let active = true
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;(async () => {
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setLoading(true)
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const all = await fetchAllProjects()
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if (active) setProjects((all || []).filter((p) => p.customerId === customerId))
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if (active) setLoading(false)
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})()
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return () => { active = false }
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}, [customerId, fetchAllProjects])
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if (loading) return <Card><FaSpinner className="spinner" /></Card>
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if (projects.length === 0) return <Card><EmptyState title="Keine Projekte" hint="Diesem Kunden sind keine Projekte/Previews zugeordnet." /></Card>
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return (
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<Card title={`Projekte (${projects.length})`}>
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{projects.map((p) => <AssignedProjectCard key={p.$id} project={p} />)}
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</Card>
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)
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}
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