feat: dedup on lead create + @mention notifications in notes

Dedup (P0):
- Backend findDuplicate() matches by lower(email) and digits-only
  contact_phone (normalises leading 8 -> 7 for KZ/RU). New
  GET /leads/check returns the existing lead summary; POST /leads
  short-circuits with 409 DUPLICATE {existing: {...}} unless the
  request body includes force: true.
- ApiRequestError now carries the full server error payload so the
  client can read the existing-lead info from a 409.
- NewLeadView debounces a check on email/phone blur and shows an
  amber banner with the existing lead (link to the card, matched_on
  field, current owner, deal stage). A confirm checkbox unlocks the
  submit button and propagates force=true. 409 raised by submit is
  caught and re-renders the banner.

@mention (P1):
- noteRoutes parses @username tokens from the note body. For each
  match that exists in app_users (and isn't the author), it inserts
  a lightweight other-kind task assigned to the mentioned user with
  due_date=today and a title pointing back at the source. Recipient
  picks it up in /tasks/upcoming -> bell. POST returns the new note
  + mentioned: string[].
- NotesPanel toasts "Уведомил: @user1, @user2" on save and renders
  @mentions inline as a sky-tinted pill (no v-html — safe segments).
This commit is contained in:
Telecom 2026-05-22 14:54:07 +05:00
parent 7e4c212db8
commit 8990edc281
7 changed files with 303 additions and 9 deletions

View File

@ -32,6 +32,7 @@ interface LeadBody {
expected_amount?: unknown;
next_action_date?: unknown;
comment?: unknown;
force?: unknown;
}
function requireString(name: string, v: unknown): string {
@ -156,6 +157,79 @@ async function latestBreakdown(leadId: string): Promise<Record<string, number>>
return rows[0]?.breakdown ?? {};
}
interface DuplicateMatch {
id: string;
contact_name: string;
company_name: string;
created_by: string;
deal_stage: DealStage;
matched_on: 'email' | 'phone';
}
// Normalises a phone string to digits-only, mapping a leading 8 to 7
// (KZ/RU convention). Empty input → empty string.
function normalisePhone(raw: string): string {
const digits = raw.replace(/\D/g, '');
if (!digits) return '';
return digits[0] === '8' ? '7' + digits.slice(1) : digits;
}
// Looks for an existing lead that shares the given email or phone. Email
// match is case-insensitive on the local form; phone match strips
// non-digits on both sides. excludeId is honoured so PATCH self-edits
// don't flag themselves.
async function findDuplicate(
email: string,
phone: string,
excludeId?: string,
): Promise<DuplicateMatch | null> {
const trimmedEmail = email.trim().toLowerCase();
const normPhone = normalisePhone(phone);
const conds: string[] = [];
const params: unknown[] = [];
if (trimmedEmail) {
params.push(trimmedEmail);
conds.push(`LOWER(email) = $${params.length}`);
}
if (normPhone) {
params.push(normPhone);
conds.push(`REGEXP_REPLACE(contact_phone, '[^0-9]', '', 'g') = $${params.length}`);
}
if (conds.length === 0) return null;
let whereSql = `(${conds.join(' OR ')})`;
if (excludeId) {
params.push(excludeId);
whereSql += ` AND id <> $${params.length}`;
}
const { rows } = await query<DuplicateMatch & {
email: string;
contact_phone: string;
}>(
`SELECT id, contact_name, company_name, created_by, deal_stage,
email, contact_phone
FROM leads
WHERE ${whereSql}
ORDER BY created_at DESC
LIMIT 1`,
params,
);
const row = rows[0];
if (!row) return null;
const emailMatch =
trimmedEmail && row.email && row.email.trim().toLowerCase() === trimmedEmail;
return {
id: row.id,
contact_name: row.contact_name,
company_name: row.company_name,
created_by: row.created_by,
deal_stage: row.deal_stage,
matched_on: emailMatch ? 'email' : 'phone',
};
}
async function checkLeadAccess(
leadId: string,
user: { sub: string; role: string },
@ -407,8 +481,21 @@ export async function leadRoutes(app: FastifyInstance) {
.send('' + lines.join('\n'));
});
// DUPLICATE CHECK (no insert)
app.get<{ Querystring: { email?: string; phone?: string } }>(
'/leads/check',
async (req) => {
const email = (req.query.email ?? '').trim();
const phone = (req.query.phone ?? '').trim();
if (!email && !phone) return { duplicate: false };
const match = await findDuplicate(email, phone);
if (!match) return { duplicate: false };
return { duplicate: true, existing: match };
},
);
// CREATE
app.post<{ Body: LeadBody }>('/leads', async (req) => {
app.post<{ Body: LeadBody }>('/leads', async (req, reply) => {
const user = req.user as { sub: string };
const body = req.body ?? {};
@ -417,6 +504,20 @@ export async function leadRoutes(app: FastifyInstance) {
const company_name = requireString('company_name', body.company_name);
const email = optionalString(body.email);
const force = body.force === true;
if (!force) {
const dup = await findDuplicate(email, contact_phone);
if (dup) {
return reply.code(409).send({
error: {
code: 'DUPLICATE',
message: 'Лид с такими контактами уже существует',
existing: dup,
},
});
}
}
const position = optionalString(body.position);
const website = optionalString(body.website);
const industry = optionalString(body.industry);

View File

@ -1,6 +1,6 @@
import type { FastifyInstance } from 'fastify';
import { query } from '../db.js';
import { requireAuth } from '../auth.js';
import { listAllUsers, requireAuth } from '../auth.js';
import { AppError } from '../errors.js';
interface NoteRow {
@ -11,6 +11,54 @@ interface NoteRow {
created_at: Date;
}
// Pulls @username tokens out of free-form note text. Usernames are
// 3-32 chars of letters/digits/._- (matches what admin allows).
function extractMentions(text: string): string[] {
const re = /@([A-Za-z0-9._-]{2,32})/g;
const out = new Set<string>();
let m: RegExpExecArray | null;
while ((m = re.exec(text)) !== null) out.add(m[1]);
return Array.from(out);
}
// Best-effort: for each valid mentioned user (existing in app_users,
// excluding the author), drop a lightweight "other" task that surfaces
// in their bell-menu via /tasks/upcoming. Title carries the author so
// the recipient knows who pinged them; the lead context routes them
// back to the source thread.
async function notifyMentions(
leadId: string,
author: string,
body: string,
contactName: string,
): Promise<string[]> {
const mentions = extractMentions(body);
if (mentions.length === 0) return [];
const known = new Set(listAllUsers().map((u) => u.username));
const today = new Date().toISOString().slice(0, 10);
const notified: string[] = [];
for (const username of mentions) {
if (username === author) continue;
if (!known.has(username)) continue;
try {
await query(
`INSERT INTO lead_tasks (lead_id, kind, title, due_date, assigned_to)
VALUES ($1, 'other', $2, $3, $4)`,
[
leadId,
`💬 @${author} упомянул в заметке (${contactName})`,
today,
username,
],
);
notified.push(username);
} catch {
/* swallow — mention notification is best-effort */
}
}
return notified;
}
async function checkLeadAccess(
app: FastifyInstance,
leadId: string,
@ -56,7 +104,21 @@ export async function noteRoutes(app: FastifyInstance) {
RETURNING id, lead_id, body, author, created_at`,
[req.params.id, body, user.sub],
);
return rows[0];
const note = rows[0];
// Look up the contact name to embed in the mention notification.
const { rows: leadRows } = await query<{ contact_name: string }>(
`SELECT contact_name FROM leads WHERE id = $1`,
[req.params.id],
);
const contactName = leadRows[0]?.contact_name ?? 'лид';
const mentioned = await notifyMentions(
req.params.id,
user.sub,
body,
contactName,
);
return { ...note, mentioned };
},
);

View File

@ -4,18 +4,21 @@ export interface ApiError {
code: string;
message: string;
fields?: Record<string, string>;
[extra: string]: unknown;
}
export class ApiRequestError extends Error {
status: number;
code: string;
fields?: Record<string, string>;
payload: ApiError;
constructor(status: number, err: ApiError) {
super(err.message);
this.status = status;
this.code = err.code;
this.fields = err.fields;
this.payload = err;
}
}

View File

@ -180,7 +180,25 @@ export function listManagers() {
return apiFetch<{ data: string[] }>('/managers');
}
export function createLead(body: CreateLeadBody) {
export interface DuplicateMatch {
id: string;
contact_name: string;
company_name: string;
created_by: string;
deal_stage: DealStage;
matched_on: 'email' | 'phone';
}
export function checkDuplicate(args: { email?: string; phone?: string }) {
const params = new URLSearchParams();
if (args.email) params.set('email', args.email);
if (args.phone) params.set('phone', args.phone);
return apiFetch<{ duplicate: boolean; existing?: DuplicateMatch }>(
`/leads/check?${params.toString()}`,
);
}
export function createLead(body: CreateLeadBody & { force?: boolean }) {
return apiFetch<Lead>('/leads', {
method: 'POST',
body: JSON.stringify(body),

View File

@ -8,12 +8,16 @@ export interface Note {
created_at: string;
}
export interface CreatedNote extends Note {
mentioned?: string[];
}
export function listNotes(leadId: string) {
return apiFetch<{ data: Note[] }>(`/leads/${leadId}/notes`);
}
export function createNote(leadId: string, body: string) {
return apiFetch<Note>(`/leads/${leadId}/notes`, {
return apiFetch<CreatedNote>(`/leads/${leadId}/notes`, {
method: 'POST',
body: JSON.stringify({ body }),
});

View File

@ -49,6 +49,11 @@ async function add() {
const created = await createNote(props.leadId, text);
notes.value.unshift(created);
draft.value = '';
if (created.mentioned && created.mentioned.length > 0) {
toast.success(
'Уведомил: ' + created.mentioned.map((u) => '@' + u).join(', '),
);
}
} catch (e) {
toast.error((e as Error).message);
} finally {
@ -56,6 +61,25 @@ async function add() {
}
}
interface BodySegment {
text: string;
mention: boolean;
}
function renderSegments(body: string): BodySegment[] {
const re = /@([A-Za-z0-9._-]{2,32})/g;
const out: BodySegment[] = [];
let last = 0;
let m: RegExpExecArray | null;
while ((m = re.exec(body)) !== null) {
if (m.index > last) out.push({ text: body.slice(last, m.index), mention: false });
out.push({ text: m[0], mention: true });
last = m.index + m[0].length;
}
if (last < body.length) out.push({ text: body.slice(last), mention: false });
return out;
}
async function remove(id: string) {
if (!confirm('Удалить заметку?')) return;
try {
@ -142,7 +166,15 @@ onMounted(load);
удалить
</button>
</div>
<p class="text-sm mt-1 whitespace-pre-wrap">{{ n.body }}</p>
<p class="text-sm mt-1 whitespace-pre-wrap">
<template v-for="(seg, i) in renderSegments(n.body)" :key="i">
<span
v-if="seg.mention"
class="text-sky-700 font-medium bg-sky-50 px-1 rounded"
>{{ seg.text }}</span>
<template v-else>{{ seg.text }}</template>
</template>
</p>
</li>
</ul>
</div>

View File

@ -7,6 +7,7 @@ import PhoneInput from '@/components/PhoneInput.vue';
import { INDUSTRIES } from '@/data/industries';
import { KZ_CITIES } from '@/data/cities-kz';
import {
checkDuplicate,
createLead,
DEAL_STAGES,
DEAL_STAGE_LABELS,
@ -15,6 +16,7 @@ import {
type CreateLeadBody,
type DealStage,
type DmContact,
type DuplicateMatch,
type LeadType,
type PrevContact,
type Source,
@ -78,6 +80,30 @@ const form = reactive<FormState>({
const error = ref<string | null>(null);
const fieldErrors = ref<Record<string, string>>({});
const duplicate = ref<DuplicateMatch | null>(null);
const forceCreate = ref(false);
let dupTimer: number | null = null;
async function runDupCheck() {
const email = form.email.trim();
const phone = form.contact_phone.trim();
if (!email && !phone) {
duplicate.value = null;
return;
}
try {
const r = await checkDuplicate({ email, phone });
duplicate.value = r.duplicate && r.existing ? r.existing : null;
if (!duplicate.value) forceCreate.value = false;
} catch {
/* silent — banner just won't show */
}
}
function scheduleDupCheck() {
if (dupTimer !== null) window.clearTimeout(dupTimer);
dupTimer = window.setTimeout(runDupCheck, 300);
}
const loading = ref(false);
const router = useRouter();
@ -185,7 +211,11 @@ function validateFields(): Record<string, string> {
}
const liveErrors = computed(() => validateFields());
const canSubmit = computed(() => Object.keys(liveErrors.value).length === 0);
const canSubmit = computed(
() =>
Object.keys(liveErrors.value).length === 0 &&
!(duplicate.value && !forceCreate.value),
);
const attempted = ref(false);
const displayErrors = computed<Record<string, string>>(() => {
@ -271,8 +301,19 @@ async function submit() {
if (form.lead_type === 'inbound') body.source = form.source!;
else body.prev_contact = form.prev_contact!;
await createLead(body);
router.push({ name: 'leads' });
try {
await createLead({ ...body, force: forceCreate.value || undefined });
router.push({ name: 'leads' });
} catch (e) {
if (e instanceof ApiRequestError && e.code === 'DUPLICATE') {
const existing = (e.payload?.existing ?? null) as DuplicateMatch | null;
if (existing) duplicate.value = existing;
error.value =
'Дубликат: лид с такими контактами уже есть. Отметьте "Создать всё равно" и повторите.';
} else {
throw e;
}
}
} catch (e) {
if (e instanceof ApiRequestError) {
error.value = e.message;
@ -325,6 +366,37 @@ async function submit() {
</div>
</div>
<div
v-if="duplicate"
class="rounded-2xl border border-amber-200 bg-amber-50/70 px-4 py-3 flex items-start gap-3"
>
<span class="text-xl leading-none mt-0.5">⚠️</span>
<div class="flex-1 text-sm">
<p class="font-medium text-amber-900">
Похоже на дубликат:
<router-link
:to="{ name: 'lead-card', params: { id: duplicate.id } }"
class="underline text-amber-900 hover:text-amber-700"
>
{{ duplicate.contact_name }} · {{ duplicate.company_name }}
</router-link>
</p>
<p class="text-amber-800 text-xs mt-1">
Найдено по {{ duplicate.matched_on === 'email' ? 'email' : 'телефону' }} ·
ответственный: <span class="font-medium">{{ duplicate.created_by }}</span> ·
этап: {{ DEAL_STAGE_LABELS[duplicate.deal_stage] }}
</p>
<label class="mt-2 inline-flex items-center gap-2 text-xs text-amber-900 cursor-pointer">
<input
v-model="forceCreate"
type="checkbox"
class="w-3.5 h-3.5 rounded border-amber-300"
/>
Всё равно создать новый лид
</label>
</div>
</div>
<form class="card-pad space-y-8" @submit.prevent="submit">
<section class="space-y-4">
<h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest mb-3">Контакт</h2>
@ -350,6 +422,7 @@ async function submit() {
<PhoneInput
v-model="form.contact_phone"
:error="!!displayErrors.contact_phone"
@blur="scheduleDupCheck"
/>
<p v-if="displayErrors.contact_phone" class="mt-1 text-xs text-red-600">
{{ displayErrors.contact_phone }}
@ -372,6 +445,7 @@ async function submit() {
placeholder="ivan@acme.com"
class="input-base"
:class="displayErrors.email ? 'border-red-500' : 'border-gray-300'"
@blur="scheduleDupCheck"
/>
<p v-if="displayErrors.email" class="mt-1 text-xs text-red-600">
{{ displayErrors.email }}