Compare commits
2 Commits
7e4c212db8
...
762b2e4525
| Author | SHA1 | Date | |
|---|---|---|---|
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762b2e4525 | ||
|
|
8990edc281 |
@ -3,6 +3,7 @@ import {
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createUser,
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deleteUser,
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listAllUsers,
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listManagers,
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requireAuth,
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requireRole,
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updateUserPassword,
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@ -12,7 +13,18 @@ import { audit } from '../audit.js';
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import { AppError } from '../errors.js';
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import { query } from '../db.js';
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import { calculateScore, SCORING_FORMULA_VERSION } from '../scoring.js';
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import type { LeadRow, ScoringInput } from '../types.js';
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import type {
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Budget,
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CompanySize,
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DealStage,
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DmContact,
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LeadRow,
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LeadType,
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PrevContact,
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ScoringInput,
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Source,
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Urgency,
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} from '../types.js';
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function parseRole(v: unknown): 'manager' | 'rop' {
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if (v === 'manager' || v === 'rop') return v;
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@ -124,4 +136,235 @@ export async function adminRoutes(app: FastifyInstance) {
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return { total: rows.length, updated, formula_version: SCORING_FORMULA_VERSION };
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});
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// --- Bulk CSV-driven import ---------------------------------------------
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const COMPANY_SIZE_VALUES: CompanySize[] = ['1-10', '11-50', '51-200', '200+'];
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const BUDGET_VALUES: Budget[] = ['no', 'maybe', 'confirmed'];
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const URGENCY_VALUES: Urgency[] = ['none', '6m-plus', '3-6m', '1-3m', 'under-1m'];
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const DM_VALUES: DmContact[] = ['unknown', 'user', 'influencer', 'champion', 'economic-buyer'];
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const SOURCE_VALUES: Source[] = ['cold', 'ad', 'content', 'referral', 'website', 'demo-request'];
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const PREV_VALUES: PrevContact[] = ['none', 'once', 'well-known'];
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const STAGE_VALUES: DealStage[] = ['new', 'contacted', 'proposal', 'won', 'lost'];
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function pickEnum<T extends string>(
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raw: unknown,
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allowed: readonly T[],
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fallback: T,
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): T {
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if (typeof raw !== 'string') return fallback;
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const v = raw.trim().toLowerCase();
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if (!v) return fallback;
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return (allowed as readonly string[]).includes(v) ? (v as T) : fallback;
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}
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function normalisePhone(raw: string): string {
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const digits = raw.replace(/\D/g, '');
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if (!digits) return '';
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return digits[0] === '8' ? '7' + digits.slice(1) : digits;
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}
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function str(v: unknown, max = 500): string {
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if (typeof v !== 'string') return '';
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return v.trim().slice(0, max);
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}
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interface ImportRow {
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contact_name?: unknown;
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contact_phone?: unknown;
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email?: unknown;
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position?: unknown;
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company_name?: unknown;
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website?: unknown;
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industry?: unknown;
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city?: unknown;
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lead_type?: unknown;
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company_size?: unknown;
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budget?: unknown;
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urgency?: unknown;
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dm_contact?: unknown;
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source?: unknown;
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prev_contact?: unknown;
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deal_stage?: unknown;
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expected_amount?: unknown;
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comment?: unknown;
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assigned_to?: unknown;
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}
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app.post<{ Body: { rows?: unknown } }>(
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'/admin/leads/import',
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async (req) => {
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const user = await requireAuth(app, req);
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requireRole(user, 'rop');
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if (!Array.isArray(req.body?.rows)) {
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throw AppError.validation('rows must be an array');
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}
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const rows = (req.body!.rows as ImportRow[]).slice(0, 5000);
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const managers = new Set(listManagers());
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const errors: { row: number; reason: string }[] = [];
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let imported = 0;
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let skippedDuplicate = 0;
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for (let i = 0; i < rows.length; i++) {
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const r = rows[i];
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try {
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const contact_name = str(r.contact_name, 200);
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const contact_phone = str(r.contact_phone, 50);
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const company_name = str(r.company_name, 200);
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const email = str(r.email, 200);
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if (!contact_name) {
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errors.push({ row: i + 1, reason: 'contact_name пуст' });
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continue;
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}
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if (!contact_phone) {
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errors.push({ row: i + 1, reason: 'contact_phone пуст' });
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continue;
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}
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if (!company_name) {
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errors.push({ row: i + 1, reason: 'company_name пуст' });
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continue;
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}
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// Dedup by email or normalised phone against existing rows.
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const normPhone = normalisePhone(contact_phone);
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const lowerEmail = email.toLowerCase();
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const dupParams: unknown[] = [];
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const dupConds: string[] = [];
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if (lowerEmail) {
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dupParams.push(lowerEmail);
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dupConds.push(`LOWER(email) = $${dupParams.length}`);
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}
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if (normPhone) {
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dupParams.push(normPhone);
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dupConds.push(
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`REGEXP_REPLACE(contact_phone, '[^0-9]', '', 'g') = $${dupParams.length}`,
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);
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}
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if (dupConds.length > 0) {
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const dup = await query<{ id: string }>(
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`SELECT id FROM leads WHERE ${dupConds.join(' OR ')} LIMIT 1`,
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dupParams,
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);
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if (dup.rows.length > 0) {
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skippedDuplicate++;
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continue;
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}
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}
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const lead_type = pickEnum<LeadType>(
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r.lead_type,
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['inbound', 'outbound'],
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'inbound',
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);
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const company_size = pickEnum<CompanySize>(
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r.company_size,
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COMPANY_SIZE_VALUES,
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'1-10',
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);
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const budget = pickEnum<Budget>(r.budget, BUDGET_VALUES, 'no');
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const urgency = pickEnum<Urgency>(r.urgency, URGENCY_VALUES, 'none');
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const dm_contact = pickEnum<DmContact>(r.dm_contact, DM_VALUES, 'unknown');
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const source =
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lead_type === 'inbound'
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? pickEnum<Source>(r.source, SOURCE_VALUES, 'cold')
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: null;
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const prev_contact =
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lead_type === 'outbound'
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? pickEnum<PrevContact>(r.prev_contact, PREV_VALUES, 'none')
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: null;
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const deal_stage = pickEnum<DealStage>(r.deal_stage, STAGE_VALUES, 'new');
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const expectedRaw = r.expected_amount;
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let expected_amount: number | null = null;
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if (expectedRaw !== undefined && expectedRaw !== null && expectedRaw !== '') {
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const n =
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typeof expectedRaw === 'number'
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? expectedRaw
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: Number(String(expectedRaw).replace(/[^\d.-]/g, ''));
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if (Number.isFinite(n) && n >= 0) {
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expected_amount = Math.round(n * 100) / 100;
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}
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}
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const requestedOwner = str(r.assigned_to, 64);
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const owner =
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requestedOwner && managers.has(requestedOwner) ? requestedOwner : user.sub;
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const input: ScoringInput = {
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lead_type,
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company_size,
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budget,
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urgency,
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dm_contact,
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source: source ?? undefined,
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prev_contact: prev_contact ?? undefined,
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email: email || null,
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};
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const { total, breakdown, status } = calculateScore(input);
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const ins = await query<{ id: string }>(
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`INSERT INTO leads
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(contact_name, contact_phone, email, position, company_name, website, industry, city,
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lead_type, company_size, budget, urgency, dm_contact, source, prev_contact,
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score, status, deal_stage, expected_amount, comment, created_by)
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VALUES
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($1,$2,$3,$4,$5,$6,$7,$8,$9,$10,$11,$12,$13,$14,$15,$16,$17,$18,$19,$20,$21)
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RETURNING id`,
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[
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contact_name,
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contact_phone,
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email,
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str(r.position, 200),
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company_name,
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str(r.website, 300),
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str(r.industry, 200),
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str(r.city, 200),
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lead_type,
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company_size,
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budget,
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urgency,
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dm_contact,
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source,
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prev_contact,
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total,
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status,
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deal_stage,
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expected_amount,
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str(r.comment, 4000),
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owner,
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],
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);
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await query(
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`INSERT INTO score_history (lead_id, total, breakdown, changed_by, formula_version)
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VALUES ($1, $2, $3, $4, $5)`,
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[ins.rows[0].id, total, breakdown, user.sub, SCORING_FORMULA_VERSION],
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);
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imported++;
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} catch (e) {
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errors.push({
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row: i + 1,
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reason: (e as Error).message ?? 'unknown error',
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});
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}
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}
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await audit(user.sub, 'system', 'leads', 'create', {
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kind: 'csv_import',
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total: rows.length,
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imported,
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skipped_duplicate: skippedDuplicate,
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errors: errors.length,
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});
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return {
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total: rows.length,
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imported,
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skipped_duplicate: skippedDuplicate,
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errors,
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};
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},
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);
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}
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@ -32,6 +32,7 @@ interface LeadBody {
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expected_amount?: unknown;
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next_action_date?: unknown;
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comment?: unknown;
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force?: unknown;
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}
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function requireString(name: string, v: unknown): string {
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@ -156,6 +157,79 @@ async function latestBreakdown(leadId: string): Promise<Record<string, number>>
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return rows[0]?.breakdown ?? {};
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}
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interface DuplicateMatch {
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id: string;
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contact_name: string;
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company_name: string;
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created_by: string;
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deal_stage: DealStage;
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matched_on: 'email' | 'phone';
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}
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// Normalises a phone string to digits-only, mapping a leading 8 to 7
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// (KZ/RU convention). Empty input → empty string.
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function normalisePhone(raw: string): string {
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const digits = raw.replace(/\D/g, '');
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if (!digits) return '';
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return digits[0] === '8' ? '7' + digits.slice(1) : digits;
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}
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// Looks for an existing lead that shares the given email or phone. Email
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// match is case-insensitive on the local form; phone match strips
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// non-digits on both sides. excludeId is honoured so PATCH self-edits
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// don't flag themselves.
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async function findDuplicate(
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email: string,
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phone: string,
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excludeId?: string,
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): Promise<DuplicateMatch | null> {
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const trimmedEmail = email.trim().toLowerCase();
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const normPhone = normalisePhone(phone);
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const conds: string[] = [];
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const params: unknown[] = [];
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if (trimmedEmail) {
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params.push(trimmedEmail);
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conds.push(`LOWER(email) = $${params.length}`);
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}
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if (normPhone) {
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params.push(normPhone);
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conds.push(`REGEXP_REPLACE(contact_phone, '[^0-9]', '', 'g') = $${params.length}`);
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}
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if (conds.length === 0) return null;
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let whereSql = `(${conds.join(' OR ')})`;
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if (excludeId) {
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params.push(excludeId);
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whereSql += ` AND id <> $${params.length}`;
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}
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const { rows } = await query<DuplicateMatch & {
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email: string;
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contact_phone: string;
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}>(
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`SELECT id, contact_name, company_name, created_by, deal_stage,
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email, contact_phone
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FROM leads
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WHERE ${whereSql}
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ORDER BY created_at DESC
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LIMIT 1`,
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params,
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);
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const row = rows[0];
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if (!row) return null;
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const emailMatch =
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trimmedEmail && row.email && row.email.trim().toLowerCase() === trimmedEmail;
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return {
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id: row.id,
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contact_name: row.contact_name,
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company_name: row.company_name,
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created_by: row.created_by,
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deal_stage: row.deal_stage,
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matched_on: emailMatch ? 'email' : 'phone',
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};
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}
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|
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async function checkLeadAccess(
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leadId: string,
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user: { sub: string; role: string },
|
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@ -407,8 +481,21 @@ export async function leadRoutes(app: FastifyInstance) {
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.send('' + lines.join('\n'));
|
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});
|
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|
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// DUPLICATE CHECK (no insert)
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app.get<{ Querystring: { email?: string; phone?: string } }>(
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'/leads/check',
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async (req) => {
|
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const email = (req.query.email ?? '').trim();
|
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const phone = (req.query.phone ?? '').trim();
|
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if (!email && !phone) return { duplicate: false };
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const match = await findDuplicate(email, phone);
|
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if (!match) return { duplicate: false };
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return { duplicate: true, existing: match };
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},
|
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);
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|
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// CREATE
|
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app.post<{ Body: LeadBody }>('/leads', async (req) => {
|
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app.post<{ Body: LeadBody }>('/leads', async (req, reply) => {
|
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const user = req.user as { sub: string };
|
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const body = req.body ?? {};
|
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|
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@ -417,6 +504,20 @@ export async function leadRoutes(app: FastifyInstance) {
|
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const company_name = requireString('company_name', body.company_name);
|
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|
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const email = optionalString(body.email);
|
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const force = body.force === true;
|
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|
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if (!force) {
|
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const dup = await findDuplicate(email, contact_phone);
|
||||
if (dup) {
|
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return reply.code(409).send({
|
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error: {
|
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code: 'DUPLICATE',
|
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message: 'Лид с такими контактами уже существует',
|
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existing: dup,
|
||||
},
|
||||
});
|
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}
|
||||
}
|
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const position = optionalString(body.position);
|
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const website = optionalString(body.website);
|
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const industry = optionalString(body.industry);
|
||||
|
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@ -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 };
|
||||
},
|
||||
);
|
||||
|
||||
|
||||
@ -64,6 +64,13 @@ function userInitials(name: string | undefined): string {
|
||||
>
|
||||
Аудит
|
||||
</RouterLink>
|
||||
<RouterLink
|
||||
v-if="auth.isRop"
|
||||
:to="{ name: 'admin-import' }"
|
||||
class="nav-link"
|
||||
>
|
||||
Импорт
|
||||
</RouterLink>
|
||||
</nav>
|
||||
</div>
|
||||
<div class="flex items-center gap-3">
|
||||
|
||||
@ -36,3 +36,39 @@ export function recalcAllLeads() {
|
||||
{ method: 'POST' },
|
||||
);
|
||||
}
|
||||
|
||||
export interface ImportRow {
|
||||
contact_name?: string;
|
||||
contact_phone?: string;
|
||||
email?: string;
|
||||
position?: string;
|
||||
company_name?: string;
|
||||
website?: string;
|
||||
industry?: string;
|
||||
city?: string;
|
||||
lead_type?: string;
|
||||
company_size?: string;
|
||||
budget?: string;
|
||||
urgency?: string;
|
||||
dm_contact?: string;
|
||||
source?: string;
|
||||
prev_contact?: string;
|
||||
deal_stage?: string;
|
||||
expected_amount?: string | number;
|
||||
comment?: string;
|
||||
assigned_to?: string;
|
||||
}
|
||||
|
||||
export interface ImportResult {
|
||||
total: number;
|
||||
imported: number;
|
||||
skipped_duplicate: number;
|
||||
errors: { row: number; reason: string }[];
|
||||
}
|
||||
|
||||
export function importLeads(rows: ImportRow[]) {
|
||||
return apiFetch<ImportResult>('/admin/leads/import', {
|
||||
method: 'POST',
|
||||
body: JSON.stringify({ rows }),
|
||||
});
|
||||
}
|
||||
|
||||
@ -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;
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
@ -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),
|
||||
|
||||
@ -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 }),
|
||||
});
|
||||
|
||||
@ -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>
|
||||
|
||||
@ -51,6 +51,12 @@ const router = createRouter({
|
||||
component: () => import('@/views/AuditView.vue'),
|
||||
meta: { ropOnly: true },
|
||||
},
|
||||
{
|
||||
path: '/admin/import',
|
||||
name: 'admin-import',
|
||||
component: () => import('@/views/AdminImportView.vue'),
|
||||
meta: { ropOnly: true },
|
||||
},
|
||||
],
|
||||
});
|
||||
|
||||
|
||||
477
leadscore/frontend/src/views/AdminImportView.vue
Normal file
477
leadscore/frontend/src/views/AdminImportView.vue
Normal file
@ -0,0 +1,477 @@
|
||||
<script setup lang="ts">
|
||||
import { computed, reactive, ref } from 'vue';
|
||||
import { useRouter } from 'vue-router';
|
||||
import { importLeads, type ImportResult, type ImportRow } from '@/api/admin';
|
||||
import { useToast } from '@/composables/useToast';
|
||||
|
||||
const router = useRouter();
|
||||
const toast = useToast();
|
||||
|
||||
// Target fields the importer understands. Only contact_name + phone +
|
||||
// company_name are required; everything else gets sensible defaults if
|
||||
// the column is missing.
|
||||
interface FieldDef {
|
||||
key: keyof ImportRow;
|
||||
label: string;
|
||||
required: boolean;
|
||||
hint?: string;
|
||||
}
|
||||
|
||||
const FIELDS: FieldDef[] = [
|
||||
{ key: 'contact_name', label: 'Имя контакта', required: true },
|
||||
{ key: 'contact_phone', label: 'Телефон', required: true },
|
||||
{ key: 'company_name', label: 'Компания', required: true },
|
||||
{ key: 'email', label: 'Email', required: false },
|
||||
{ key: 'position', label: 'Должность', required: false },
|
||||
{ key: 'website', label: 'Сайт', required: false },
|
||||
{ key: 'industry', label: 'Отрасль', required: false },
|
||||
{ key: 'city', label: 'Город', required: false },
|
||||
{
|
||||
key: 'lead_type',
|
||||
label: 'Тип лида',
|
||||
required: false,
|
||||
hint: 'inbound / outbound (по умолчанию inbound)',
|
||||
},
|
||||
{
|
||||
key: 'company_size',
|
||||
label: 'Размер компании',
|
||||
required: false,
|
||||
hint: '1-10 / 11-50 / 51-200 / 200+',
|
||||
},
|
||||
{
|
||||
key: 'budget',
|
||||
label: 'Бюджет',
|
||||
required: false,
|
||||
hint: 'no / maybe / confirmed',
|
||||
},
|
||||
{
|
||||
key: 'urgency',
|
||||
label: 'Срочность',
|
||||
required: false,
|
||||
hint: 'none / 6m-plus / 3-6m / 1-3m / under-1m',
|
||||
},
|
||||
{
|
||||
key: 'dm_contact',
|
||||
label: 'Контакт (MEDDIC)',
|
||||
required: false,
|
||||
hint: 'unknown / user / influencer / champion / economic-buyer',
|
||||
},
|
||||
{
|
||||
key: 'source',
|
||||
label: 'Источник (inbound)',
|
||||
required: false,
|
||||
hint: 'cold / ad / content / referral / website / demo-request',
|
||||
},
|
||||
{
|
||||
key: 'prev_contact',
|
||||
label: 'Пред. контакт (outbound)',
|
||||
required: false,
|
||||
hint: 'none / once / well-known',
|
||||
},
|
||||
{
|
||||
key: 'deal_stage',
|
||||
label: 'Этап воронки',
|
||||
required: false,
|
||||
hint: 'new / contacted / proposal / won / lost',
|
||||
},
|
||||
{
|
||||
key: 'expected_amount',
|
||||
label: 'Сумма сделки',
|
||||
required: false,
|
||||
hint: 'числом',
|
||||
},
|
||||
{ key: 'comment', label: 'Комментарий', required: false },
|
||||
{
|
||||
key: 'assigned_to',
|
||||
label: 'Ответственный (username)',
|
||||
required: false,
|
||||
hint: 'если пусто — себе',
|
||||
},
|
||||
];
|
||||
|
||||
function initialMapping(): Record<string, number | null> {
|
||||
return Object.fromEntries(FIELDS.map((f) => [f.key, null])) as Record<
|
||||
string,
|
||||
number | null
|
||||
>;
|
||||
}
|
||||
|
||||
const fileName = ref<string | null>(null);
|
||||
const rawHeaders = ref<string[]>([]);
|
||||
const rawRows = ref<string[][]>([]);
|
||||
const mapping: Record<string, number | null> = reactive(initialMapping());
|
||||
const importing = ref(false);
|
||||
const result = ref<ImportResult | null>(null);
|
||||
|
||||
const allRequiredMapped = computed(() =>
|
||||
FIELDS.filter((f) => f.required).every(
|
||||
(f) => mapping[f.key as string] !== null && mapping[f.key as string] !== undefined,
|
||||
),
|
||||
);
|
||||
|
||||
// Minimal CSV parser. Handles quoted cells with embedded commas /
|
||||
// newlines / escaped double quotes. Strips a leading BOM. Auto-detects
|
||||
// "," vs ";" by counting first-line occurrences.
|
||||
function parseCsv(text: string): string[][] {
|
||||
let src = text.replace(/^/, '');
|
||||
const firstLine = src.split(/\r?\n/, 1)[0] ?? '';
|
||||
const delim = (firstLine.match(/;/g)?.length ?? 0) >
|
||||
(firstLine.match(/,/g)?.length ?? 0)
|
||||
? ';'
|
||||
: ',';
|
||||
|
||||
const rows: string[][] = [];
|
||||
let cur: string[] = [];
|
||||
let cell = '';
|
||||
let inQuotes = false;
|
||||
|
||||
for (let i = 0; i < src.length; i++) {
|
||||
const c = src[i];
|
||||
if (inQuotes) {
|
||||
if (c === '"') {
|
||||
if (src[i + 1] === '"') {
|
||||
cell += '"';
|
||||
i++;
|
||||
} else {
|
||||
inQuotes = false;
|
||||
}
|
||||
} else {
|
||||
cell += c;
|
||||
}
|
||||
continue;
|
||||
}
|
||||
if (c === '"') {
|
||||
inQuotes = true;
|
||||
continue;
|
||||
}
|
||||
if (c === delim) {
|
||||
cur.push(cell);
|
||||
cell = '';
|
||||
continue;
|
||||
}
|
||||
if (c === '\n' || c === '\r') {
|
||||
if (c === '\r' && src[i + 1] === '\n') i++;
|
||||
cur.push(cell);
|
||||
cell = '';
|
||||
rows.push(cur);
|
||||
cur = [];
|
||||
continue;
|
||||
}
|
||||
cell += c;
|
||||
}
|
||||
if (cell.length > 0 || cur.length > 0) {
|
||||
cur.push(cell);
|
||||
rows.push(cur);
|
||||
}
|
||||
// Drop trailing empty row(s)
|
||||
while (rows.length > 0 && rows[rows.length - 1].every((c) => c.trim() === '')) {
|
||||
rows.pop();
|
||||
}
|
||||
return rows;
|
||||
}
|
||||
|
||||
// Try to guess which CSV column maps to which target field by header name.
|
||||
function autoMap(headers: string[]) {
|
||||
const norm = (s: string) =>
|
||||
s.trim().toLowerCase().replace(/[\s_-]+/g, '');
|
||||
|
||||
const HINTS: Record<keyof ImportRow, string[]> = {
|
||||
contact_name: ['contactname', 'name', 'имя', 'имяконтакта', 'fio', 'фио'],
|
||||
contact_phone: ['phone', 'tel', 'mobile', 'телефон', 'тел'],
|
||||
email: ['email', 'mail', 'почта', 'емейл'],
|
||||
position: ['position', 'title', 'должность', 'позиция'],
|
||||
company_name: ['company', 'companyname', 'компания', 'organisation', 'organization', 'org'],
|
||||
website: ['website', 'site', 'url', 'сайт'],
|
||||
industry: ['industry', 'отрасль', 'индустрия', 'sphere'],
|
||||
city: ['city', 'город'],
|
||||
lead_type: ['leadtype', 'type', 'тип', 'типлида'],
|
||||
company_size: ['companysize', 'size', 'размер'],
|
||||
budget: ['budget', 'бюджет'],
|
||||
urgency: ['urgency', 'срочность', 'deadline'],
|
||||
dm_contact: ['dmcontact', 'dm', 'authority', 'лпр'],
|
||||
source: ['source', 'источник'],
|
||||
prev_contact: ['prevcontact', 'history', 'предконтакт', 'previouscontact'],
|
||||
deal_stage: ['dealstage', 'stage', 'этап', 'воронка'],
|
||||
expected_amount: ['expectedamount', 'amount', 'value', 'сумма', 'deal', 'price'],
|
||||
comment: ['comment', 'note', 'комментарий', 'notes'],
|
||||
assigned_to: ['assignedto', 'owner', 'manager', 'ответственный', 'менеджер'],
|
||||
};
|
||||
|
||||
const used = new Set<number>();
|
||||
for (const f of FIELDS) {
|
||||
const hints = HINTS[f.key];
|
||||
if (!hints) continue;
|
||||
let foundIndex = -1;
|
||||
for (let i = 0; i < headers.length; i++) {
|
||||
if (used.has(i)) continue;
|
||||
if (hints.includes(norm(headers[i]))) {
|
||||
foundIndex = i;
|
||||
break;
|
||||
}
|
||||
}
|
||||
if (foundIndex < 0) {
|
||||
for (let i = 0; i < headers.length; i++) {
|
||||
if (used.has(i)) continue;
|
||||
const h = norm(headers[i]);
|
||||
if (hints.some((hint) => h.includes(hint) || hint.includes(h))) {
|
||||
foundIndex = i;
|
||||
break;
|
||||
}
|
||||
}
|
||||
}
|
||||
if (foundIndex >= 0) {
|
||||
mapping[f.key as string] = foundIndex;
|
||||
used.add(foundIndex);
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
function onFile(e: Event) {
|
||||
const target = e.target as HTMLInputElement;
|
||||
const file = target.files?.[0];
|
||||
if (!file) return;
|
||||
fileName.value = file.name;
|
||||
result.value = null;
|
||||
const reader = new FileReader();
|
||||
reader.onload = () => {
|
||||
const text = String(reader.result ?? '');
|
||||
const parsed = parseCsv(text);
|
||||
if (parsed.length === 0) {
|
||||
toast.error('Файл пустой');
|
||||
return;
|
||||
}
|
||||
rawHeaders.value = parsed[0].map((h) => h.trim());
|
||||
rawRows.value = parsed.slice(1);
|
||||
// Reset mapping then auto-detect.
|
||||
for (const k of Object.keys(mapping)) mapping[k] = null;
|
||||
autoMap(rawHeaders.value);
|
||||
};
|
||||
reader.onerror = () => toast.error('Не удалось прочитать файл');
|
||||
reader.readAsText(file, 'utf-8');
|
||||
}
|
||||
|
||||
const previewRows = computed(() => rawRows.value.slice(0, 5));
|
||||
|
||||
function rowToImport(row: string[]): ImportRow {
|
||||
const out: ImportRow = {};
|
||||
for (const f of FIELDS) {
|
||||
const idx = mapping[f.key as string];
|
||||
if (idx === null || idx === undefined) continue;
|
||||
const v = row[idx];
|
||||
if (v === undefined) continue;
|
||||
(out as Record<string, string>)[f.key as string] = v;
|
||||
}
|
||||
return out;
|
||||
}
|
||||
|
||||
async function submit() {
|
||||
if (!allRequiredMapped.value) {
|
||||
toast.error('Сопоставь обязательные колонки');
|
||||
return;
|
||||
}
|
||||
if (rawRows.value.length === 0) {
|
||||
toast.error('Нет строк для импорта');
|
||||
return;
|
||||
}
|
||||
importing.value = true;
|
||||
result.value = null;
|
||||
try {
|
||||
const payload = rawRows.value
|
||||
.map((r) => rowToImport(r))
|
||||
.filter((r) =>
|
||||
// Drop entirely empty rows (whitespace-only export from Excel).
|
||||
Object.values(r).some((v) => typeof v === 'string' && v.trim() !== ''),
|
||||
);
|
||||
const r = await importLeads(payload);
|
||||
result.value = r;
|
||||
toast.success(
|
||||
`Импортировано: ${r.imported} · дублей: ${r.skipped_duplicate} · ошибок: ${r.errors.length}`,
|
||||
);
|
||||
} catch (e) {
|
||||
toast.error((e as Error).message);
|
||||
} finally {
|
||||
importing.value = false;
|
||||
}
|
||||
}
|
||||
|
||||
function reset() {
|
||||
fileName.value = null;
|
||||
rawHeaders.value = [];
|
||||
rawRows.value = [];
|
||||
for (const k of Object.keys(mapping)) mapping[k] = null;
|
||||
result.value = null;
|
||||
}
|
||||
|
||||
function gotoLeads() {
|
||||
router.push({ name: 'leads' });
|
||||
}
|
||||
</script>
|
||||
|
||||
<template>
|
||||
<div class="max-w-4xl mx-auto space-y-6">
|
||||
<div>
|
||||
<h1 class="text-2xl font-semibold tracking-tight">Импорт лидов из CSV</h1>
|
||||
<p class="text-sm text-gray-500 mt-1">
|
||||
Загрузи CSV (запятая или точка-с-запятой как разделитель, UTF-8).
|
||||
Дубли по email / телефону пропускаются автоматически.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div v-if="rawHeaders.length === 0" class="card-pad">
|
||||
<label class="block">
|
||||
<span class="text-sm font-medium">Файл CSV</span>
|
||||
<input
|
||||
type="file"
|
||||
accept=".csv,text/csv"
|
||||
class="mt-2 block text-sm"
|
||||
@change="onFile"
|
||||
/>
|
||||
</label>
|
||||
<p class="text-xs text-gray-500 mt-3">
|
||||
Первая строка должна содержать заголовки колонок (имя, телефон,
|
||||
компания и т.п.). Сопоставление подберётся автоматически — поправь
|
||||
вручную, если надо.
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div v-else class="space-y-4">
|
||||
<div class="card-pad flex items-center justify-between gap-3">
|
||||
<div class="text-sm">
|
||||
<span class="font-medium">{{ fileName }}</span>
|
||||
<span class="text-gray-500 ml-2">{{ rawRows.length }} строк</span>
|
||||
</div>
|
||||
<button type="button" class="btn-ghost text-sm" @click="reset">
|
||||
Сменить файл
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="card-pad space-y-3">
|
||||
<h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest">
|
||||
Сопоставь колонки
|
||||
</h2>
|
||||
<p v-if="!allRequiredMapped" class="text-xs text-amber-700">
|
||||
Обязательные поля помечены ★ — сопоставь их, чтобы запустить импорт.
|
||||
</p>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-3">
|
||||
<label
|
||||
v-for="f in FIELDS"
|
||||
:key="f.key"
|
||||
class="flex items-center gap-3 text-sm"
|
||||
>
|
||||
<span class="w-44 shrink-0">
|
||||
{{ f.label }}<span v-if="f.required" class="text-red-600">★</span>
|
||||
</span>
|
||||
<select
|
||||
v-model.number="mapping[f.key as string]"
|
||||
class="input-base !py-1 !px-2 text-xs flex-1"
|
||||
>
|
||||
<option :value="null">— нет —</option>
|
||||
<option
|
||||
v-for="(h, i) in rawHeaders"
|
||||
:key="i"
|
||||
:value="i"
|
||||
>
|
||||
{{ h || `Колонка ${i + 1}` }}
|
||||
</option>
|
||||
</select>
|
||||
<span
|
||||
v-if="f.hint"
|
||||
class="text-[11px] text-gray-400 hidden md:inline whitespace-nowrap"
|
||||
>
|
||||
{{ f.hint }}
|
||||
</span>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card overflow-hidden">
|
||||
<div class="px-4 py-3 border-b border-gray-100">
|
||||
<h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest">
|
||||
Превью (первые 5 строк)
|
||||
</h2>
|
||||
</div>
|
||||
<div class="overflow-x-auto">
|
||||
<table class="table-base">
|
||||
<thead>
|
||||
<tr>
|
||||
<th v-for="(h, i) in rawHeaders" :key="i" class="whitespace-nowrap">
|
||||
{{ h || `Колонка ${i + 1}` }}
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr v-for="(row, ri) in previewRows" :key="ri">
|
||||
<td
|
||||
v-for="(_, ci) in rawHeaders"
|
||||
:key="ci"
|
||||
class="px-4 py-2 text-xs whitespace-nowrap"
|
||||
>
|
||||
{{ row[ci] ?? '' }}
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="flex gap-3">
|
||||
<button
|
||||
type="button"
|
||||
class="btn-primary text-sm"
|
||||
:disabled="!allRequiredMapped || importing"
|
||||
@click="submit"
|
||||
>
|
||||
{{ importing ? 'Импортируем…' : `Импортировать ${rawRows.length}` }}
|
||||
</button>
|
||||
<button type="button" class="btn-ghost text-sm" @click="reset">
|
||||
Отмена
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div v-if="result" class="card-pad space-y-3">
|
||||
<h2 class="text-xs font-semibold text-gray-400 uppercase tracking-widest">
|
||||
Результат
|
||||
</h2>
|
||||
<div class="grid grid-cols-3 gap-3 text-center">
|
||||
<div class="rounded-lg bg-emerald-50 py-3">
|
||||
<div class="text-2xl font-bold text-emerald-700 tabular-nums">
|
||||
{{ result.imported }}
|
||||
</div>
|
||||
<div class="text-[11px] text-emerald-700">Импортировано</div>
|
||||
</div>
|
||||
<div class="rounded-lg bg-amber-50 py-3">
|
||||
<div class="text-2xl font-bold text-amber-700 tabular-nums">
|
||||
{{ result.skipped_duplicate }}
|
||||
</div>
|
||||
<div class="text-[11px] text-amber-700">Дублей пропущено</div>
|
||||
</div>
|
||||
<div class="rounded-lg bg-red-50 py-3">
|
||||
<div class="text-2xl font-bold text-red-700 tabular-nums">
|
||||
{{ result.errors.length }}
|
||||
</div>
|
||||
<div class="text-[11px] text-red-700">Ошибок</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<details v-if="result.errors.length > 0" class="text-xs">
|
||||
<summary class="cursor-pointer text-gray-500 hover:text-gray-900">
|
||||
Показать ошибки
|
||||
</summary>
|
||||
<ul class="mt-2 space-y-1 max-h-60 overflow-y-auto">
|
||||
<li
|
||||
v-for="err in result.errors"
|
||||
:key="err.row"
|
||||
class="text-red-700"
|
||||
>
|
||||
Строка {{ err.row }}: {{ err.reason }}
|
||||
</li>
|
||||
</ul>
|
||||
</details>
|
||||
|
||||
<button type="button" class="btn-primary text-sm" @click="gotoLeads">
|
||||
К списку лидов
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
</template>
|
||||
@ -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 }}
|
||||
|
||||
Reference in New Issue
Block a user