INSIGHT-MVP/packages/frontend/src/shell/DashboardTasksTab.tsx
Thomas Reitz 3b15c8ab9b feat: Aufgaben-Tab im Dashboard (O365 + CRM bidirektional)
- 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>
2026-03-13 12:01:04 +01:00

372 lines
12 KiB
TypeScript

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