mirror of
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- GraphService: graphPost/graphPatch Helfer; getAllTasksFlat (inkl.
Body für CRM-Sync-Marker), createM365Task, completeM365Task
- Office365Controller: GET tasks/flat, POST tasks, PATCH tasks/:listId/:taskId/complete
- ActivitiesService/Controller: GET /crm/activities/open-tasks
(TASK + FOLLOWUP, nicht erledigt)
- Frontend types: M365TaskFlat + CrmOpenTask Interfaces
- Frontend api/hooks: getTasksFlat, createTask, completeTask,
getOpenTasks; neue Hooks useOffice365TasksFlat, useCrmOpenTasks,
usePushTaskToO365, useCompleteO365Task, useCompleteCrmTask
- DashboardTasksTab: vereinheitlichte Aufgabenliste mit Farbcodierung
(O365 blau, CRM orange, Synced grün), Push-Button, Erledigen-Button
- Bidirektionaler Sync via [INSIGHT_CRM:{activityId}] Marker im O365
Task Body; Erledigen eines Synced-Tasks aktualisiert beide Systeme
- DashboardPage: Tasks-Tab auf DashboardTasksTab umgestellt
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
372 lines
12 KiB
TypeScript
372 lines
12 KiB
TypeScript
import { useState } from 'react';
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import { Link } from 'react-router-dom';
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import {
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useIntegrations,
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useOffice365TasksFlat,
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useCrmOpenTasks,
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usePushTaskToO365,
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useCompleteO365Task,
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useCompleteCrmTask,
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} from '../crm/hooks';
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import type { M365TaskFlat, CrmOpenTask } from '../crm/types';
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import styles from './DashboardTasksTab.module.css';
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// ── CRM-Sync-Marker Regex ────────────────────────────────────────────────────
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const CRM_MARKER_RE = /\[INSIGHT_CRM:([^\]]+)\]/;
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function extractCrmId(body: string | null | undefined): string | null {
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if (!body) return null;
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const m = CRM_MARKER_RE.exec(body);
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return m ? m[1] : null;
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}
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// ── Typen für die vereinheitlichte Liste ─────────────────────────────────────
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type TaskSource = 'o365' | 'crm' | 'synced';
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interface UnifiedTask {
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key: string;
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source: TaskSource;
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title: string;
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dueDate: string | null;
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contactLabel: string | null;
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contactId: string | null;
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companyLabel: string | null;
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companyId: string | null;
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importance?: 'low' | 'normal' | 'high';
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// O365-spezifisch
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o365ListId?: string;
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o365TaskId?: string;
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// CRM-spezifisch
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crmActivityId?: string;
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crmType?: 'TASK' | 'FOLLOWUP';
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}
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// ── Datum formatieren ────────────────────────────────────────────────────────
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function formatDue(isoOrDateTime: string | null): string | null {
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if (!isoOrDateTime) return null;
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try {
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const d = new Date(isoOrDateTime);
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const today = new Date();
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const todayStr = today.toISOString().slice(0, 10);
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const dStr = d.toISOString().slice(0, 10);
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const tomorrow = new Date(today.getTime() + 86_400_000).toISOString().slice(0, 10);
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if (dStr === todayStr) return 'Heute';
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if (dStr === tomorrow) return 'Morgen';
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if (dStr < todayStr) {
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const days = Math.round((today.getTime() - d.getTime()) / 86_400_000);
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return `Überfällig (${days}d)`;
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}
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return d.toLocaleDateString('de-DE', { day: '2-digit', month: '2-digit', year: 'numeric' });
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} catch {
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return null;
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}
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}
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function isDue(isoOrDateTime: string | null): boolean {
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if (!isoOrDateTime) return false;
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try {
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const d = new Date(isoOrDateTime);
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return d < new Date();
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} catch {
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return false;
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}
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}
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// ── Source-Badge ─────────────────────────────────────────────────────────────
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function SourceBadge({ source }: { source: TaskSource }) {
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return (
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<span className={styles.badgeGroup}>
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{(source === 'o365' || source === 'synced') && (
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<span className={`${styles.badge} ${styles.badgeO365}`}>O365</span>
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)}
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{(source === 'crm' || source === 'synced') && (
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<span className={`${styles.badge} ${styles.badgeCrm}`}>CRM</span>
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)}
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</span>
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);
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}
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// ── Einzelne Aufgaben-Zeile ───────────────────────────────────────────────────
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function TaskRow({
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task,
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onComplete,
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onPushToO365,
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isPushPending,
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isCompletePending,
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isO365Connected,
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}: {
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task: UnifiedTask;
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onComplete: (t: UnifiedTask) => void;
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onPushToO365: (t: UnifiedTask) => void;
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isPushPending: boolean;
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isCompletePending: boolean;
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isO365Connected: boolean;
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}) {
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const overdue = isDue(task.dueDate);
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const dueFmt = formatDue(task.dueDate);
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return (
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<div
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className={`${styles.taskRow} ${styles[`taskRow_${task.source}`]}`}
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>
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<SourceBadge source={task.source} />
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<div className={styles.taskMain}>
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<span className={styles.taskTitle}>{task.title}</span>
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<div className={styles.taskMeta}>
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{task.contactLabel && task.contactId && (
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<Link
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to={`/crm/contacts/${task.contactId}`}
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className={styles.taskMetaLink}
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>
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{task.contactLabel}
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</Link>
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)}
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{task.companyLabel && task.companyId && (
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<Link
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to={`/crm/companies/${task.companyId}`}
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className={styles.taskMetaLink}
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>
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{task.companyLabel}
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</Link>
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)}
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{dueFmt && (
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<span className={`${styles.taskDue} ${overdue ? styles.taskDueOverdue : ''}`}>
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{dueFmt}
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</span>
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)}
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{task.importance === 'high' && (
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<span className={styles.taskImportance}>!</span>
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)}
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</div>
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</div>
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<div className={styles.taskActions}>
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{/* CRM-Aufgabe in O365 übernehmen */}
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{task.source === 'crm' && isO365Connected && (
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<button
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type="button"
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className={styles.actionPush}
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onClick={() => onPushToO365(task)}
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disabled={isPushPending}
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title="In Microsoft 365 übernehmen"
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>
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{isPushPending ? '…' : '→ O365'}
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</button>
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)}
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{/* Erledigen */}
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<button
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type="button"
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className={styles.actionComplete}
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onClick={() => onComplete(task)}
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disabled={isCompletePending}
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title="Als erledigt markieren"
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>
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{isCompletePending ? '…' : '✓'}
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</button>
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</div>
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</div>
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);
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}
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// ── Hauptkomponente ───────────────────────────────────────────────────────────
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export function DashboardTasksTab() {
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const { data: integrationsData } = useIntegrations();
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const isO365Connected =
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integrationsData?.data?.some(
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(i) => i.provider === 'MICROSOFT_365' && i.connected,
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) ?? false;
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const { data: o365Data, isLoading: o365Loading } = useOffice365TasksFlat();
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const { data: crmData, isLoading: crmLoading } = useCrmOpenTasks();
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const pushMutation = usePushTaskToO365();
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const completeO365 = useCompleteO365Task();
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const completeCrm = useCompleteCrmTask();
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// IDs, auf denen gerade eine Aktion läuft
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const [pendingComplete, setPendingComplete] = useState<string | null>(null);
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const [pendingPush, setPendingPush] = useState<string | null>(null);
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// ── Unified list aufbauen ────────────────────────────────────────────────
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const o365Tasks: M365TaskFlat[] = o365Data?.data ?? [];
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const crmTasks: CrmOpenTask[] = crmData?.data ?? [];
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// CRM-IDs, die bereits in einer O365-Aufgabe verknüpft sind
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const syncedCrmIds = new Set<string>();
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for (const t of o365Tasks) {
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const crmId = extractCrmId(t.bodyContent);
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if (crmId) syncedCrmIds.add(crmId);
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}
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const unified: UnifiedTask[] = [];
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// O365-Aufgaben (inkl. synced)
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for (const t of o365Tasks) {
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const crmId = extractCrmId(t.bodyContent);
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const crmActivity = crmId
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? crmTasks.find((c) => c.id === crmId) ?? null
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: null;
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const source: TaskSource = crmId ? 'synced' : 'o365';
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unified.push({
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key: `o365-${t.id}`,
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source,
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title: t.title,
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dueDate: t.dueDateTime?.dateTime ?? null,
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importance: t.importance as 'low' | 'normal' | 'high',
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contactLabel: crmActivity?.contact
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? (`${crmActivity.contact.firstName ?? ''} ${crmActivity.contact.lastName ?? ''}`.trim() ||
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crmActivity.contact.companyName) ?? null
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: null,
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contactId: crmActivity?.contactId ?? null,
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companyLabel: crmActivity?.company?.name ?? null,
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companyId: crmActivity?.companyId ?? null,
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o365ListId: t.listId,
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o365TaskId: t.id,
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crmActivityId: crmId ?? undefined,
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});
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}
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// CRM-Aufgaben, die NICHT in O365 synchronisiert sind
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for (const c of crmTasks) {
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if (syncedCrmIds.has(c.id)) continue;
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const contactLabel = c.contact
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? (`${c.contact.firstName ?? ''} ${c.contact.lastName ?? ''}`.trim() ||
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c.contact.companyName) ?? null
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: null;
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unified.push({
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key: `crm-${c.id}`,
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source: 'crm',
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title: c.subject,
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dueDate: c.scheduledAt,
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contactLabel,
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contactId: c.contactId,
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companyLabel: c.company?.name ?? null,
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companyId: c.companyId,
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crmActivityId: c.id,
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crmType: c.type,
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});
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}
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// Sortierung: Überfällige zuerst, dann nach Datum, dann Rest
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unified.sort((a, b) => {
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const aOver = a.dueDate && isDue(a.dueDate);
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const bOver = b.dueDate && isDue(b.dueDate);
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if (aOver && !bOver) return -1;
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if (!aOver && bOver) return 1;
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if (a.dueDate && b.dueDate) return a.dueDate.localeCompare(b.dueDate);
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if (a.dueDate) return -1;
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if (b.dueDate) return 1;
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return 0;
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});
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// ── Event-Handler ────────────────────────────────────────────────────────
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function handleComplete(task: UnifiedTask) {
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setPendingComplete(task.key);
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const promises: Promise<unknown>[] = [];
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if (task.o365TaskId && task.o365ListId) {
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promises.push(
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completeO365.mutateAsync({ listId: task.o365ListId, taskId: task.o365TaskId }),
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);
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}
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if (task.crmActivityId) {
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promises.push(completeCrm.mutateAsync(task.crmActivityId));
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}
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Promise.allSettled(promises).finally(() => setPendingComplete(null));
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}
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function handlePushToO365(task: UnifiedTask) {
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if (!task.crmActivityId) return;
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setPendingPush(task.key);
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const crmActivity = crmTasks.find((c) => c.id === task.crmActivityId);
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const dueDateISO = crmActivity?.scheduledAt ?? undefined;
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pushMutation
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.mutateAsync({
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title: task.title,
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bodyContent: `[INSIGHT_CRM:${task.crmActivityId}] ${crmActivity?.description ?? ''}`.trim(),
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dueDateISO: dueDateISO ?? undefined,
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})
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.finally(() => setPendingPush(null));
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}
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// ── Render ───────────────────────────────────────────────────────────────
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const isLoading = (isO365Connected && o365Loading) || crmLoading;
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return (
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<div className={styles.root}>
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{/* Header */}
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<div className={styles.header}>
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<h2 className={styles.title}>Aufgaben</h2>
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<div className={styles.legend}>
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<span className={`${styles.badge} ${styles.badgeO365}`}>O365</span>
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<span className={styles.legendLabel}>Microsoft 365</span>
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<span className={`${styles.badge} ${styles.badgeCrm}`}>CRM</span>
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<span className={styles.legendLabel}>CRM-Aktivität</span>
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</div>
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</div>
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{isLoading && (
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<p className={styles.status}>Aufgaben werden geladen…</p>
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)}
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{!isLoading && unified.length === 0 && (
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<div className={styles.empty}>
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<span className={styles.emptyIcon}>✅</span>
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<p className={styles.emptyTitle}>Keine offenen Aufgaben</p>
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<p className={styles.emptySub}>
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{isO365Connected
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? 'Alle Aufgaben aus CRM und Microsoft 365 sind erledigt.'
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: 'Alle CRM-Aufgaben sind erledigt. Microsoft 365 nicht verbunden.'}
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</p>
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</div>
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)}
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{!isLoading && unified.length > 0 && (
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<div className={styles.list}>
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{unified.map((task) => (
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<TaskRow
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key={task.key}
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task={task}
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onComplete={handleComplete}
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onPushToO365={handlePushToO365}
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isPushPending={pendingPush === task.key}
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isCompletePending={pendingComplete === task.key}
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isO365Connected={isO365Connected}
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/>
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))}
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</div>
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)}
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{!isO365Connected && (
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<p className={styles.hint}>
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💡 Verbinden Sie{' '}
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<a href="/settings" className={styles.hintLink}>
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Microsoft 365
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</a>{' '}
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um auch To-Do-Aufgaben anzuzeigen.
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</p>
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)}
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</div>
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);
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}
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