feat(leads): CSV-Import für Leads
"CSV importieren"-Dialog auf /leads. Serverseitiger lead.importCsv: eigener CSV-Parser (Quotes/Kommata/Zeilenumbrüche, mit Tests), header-basiertes Mapping (umlaut-tolerant). Pro Zeile entsteht ein Lead (Adresse → standorte) + primärer Kontakt; Notizen werden als erster Austausch-Log-Eintrag gespeichert. Dedup über Firmenname. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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@@ -0,0 +1,54 @@
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import { describe, it, expect } from 'vitest';
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import { parseCsv, normalizeHeader } from './csv.js';
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describe('parseCsv', () => {
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it('parst einfache Zeilen', () => {
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expect(parseCsv('a,b,c\n1,2,3')).toEqual([
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['a', 'b', 'c'],
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['1', '2', '3'],
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]);
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});
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it('ignoriert einen abschließenden Zeilenumbruch', () => {
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expect(parseCsv('a,b\n1,2\n')).toEqual([
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['a', 'b'],
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['1', '2'],
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]);
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});
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it('behandelt \\r\\n', () => {
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expect(parseCsv('a,b\r\n1,2')).toEqual([
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['a', 'b'],
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['1', '2'],
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]);
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});
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it('respektiert Anführungszeichen mit Komma und Quote-Escape', () => {
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expect(parseCsv('a,b\n"x, y","sagt ""hi"""')).toEqual([
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['a', 'b'],
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['x, y', 'sagt "hi"'],
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]);
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});
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it('erlaubt Zeilenumbruch innerhalb von Quotes', () => {
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expect(parseCsv('a,b\n"erste\nzweite",2')).toEqual([
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['a', 'b'],
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['erste\nzweite', '2'],
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]);
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});
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it('behält leere Felder', () => {
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expect(parseCsv('a,b,c\n1,,3')).toEqual([
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['a', 'b', 'c'],
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['1', '', '3'],
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]);
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});
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});
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describe('normalizeHeader', () => {
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it('normalisiert Umlaute und Sonderzeichen', () => {
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expect(normalizeHeader('E-Mail')).toBe('email');
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expect(normalizeHeader('Straße')).toBe('strasse');
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expect(normalizeHeader(' Quelle ')).toBe('quelle');
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});
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});
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@@ -0,0 +1,54 @@
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// Minimaler, robuster CSV-Parser (RFC-4180-nah): unterstützt Anführungszeichen,
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// eingebettete Kommata/Zeilenumbrüche und doppelte Quotes ("") als Escape.
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export function parseCsv(input: string): string[][] {
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const text = input.replace(/\r\n/g, '\n').replace(/\r/g, '\n');
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const rows: string[][] = [];
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let row: string[] = [];
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let field = '';
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let inQuotes = false;
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for (let i = 0; i < text.length; i++) {
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const c = text[i];
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if (inQuotes) {
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if (c === '"') {
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if (text[i + 1] === '"') {
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field += '"';
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i++;
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} else {
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inQuotes = false;
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}
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} else {
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field += c;
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}
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} else if (c === '"') {
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inQuotes = true;
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} else if (c === ',') {
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row.push(field);
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field = '';
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} else if (c === '\n') {
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row.push(field);
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rows.push(row);
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row = [];
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field = '';
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} else {
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field += c;
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}
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}
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// Letztes Feld / letzte Zeile (falls Datei nicht mit \n endet).
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if (field !== '' || row.length > 0) {
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row.push(field);
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rows.push(row);
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}
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return rows;
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}
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// Header-Zelle auf einen vergleichbaren Schlüssel normalisieren
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// ("E-Mail" → "email", "Straße" → "strasse").
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export function normalizeHeader(h: string): string {
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return h
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.trim()
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.toLowerCase()
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.replace(/ß/g, 'ss')
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.replace(/[^a-z0-9]/g, '');
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}
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@@ -4,6 +4,7 @@ import { lead, leadContact, leadTouchpoint, deal, area, user } from '@cockpit/db
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import type { Db } from '@cockpit/db';
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import { LeadSchemas } from '@cockpit/shared';
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import { router, protectedProcedure } from '../trpc.js';
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import { parseCsv, normalizeHeader } from '../lib/csv.js';
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const SALES_AREA_SLUG = 'vertrieb';
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@@ -189,4 +190,117 @@ export const leadRouter = router({
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});
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return result;
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}),
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// CSV-Import: erzeugt je Zeile einen Lead + primären Kontakt; Adresse →
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// standorte, Notizen → erster Austausch-Log-Eintrag. Dedup über Firmenname.
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importCsv: protectedProcedure
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.input(LeadSchemas.importLeadsCsvInput)
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.mutation(async ({ ctx, input }) => {
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const areaId = await getSalesAreaId(ctx.db);
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const rows = parseCsv(input.csv);
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const summary = { created: 0, skippedEmpty: 0, skippedDuplicate: 0, contacts: 0, touchpoints: 0 };
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if (rows.length < 2 || !rows[0]) return summary;
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const header = rows[0].map(normalizeHeader);
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const col = (key: string) => header.indexOf(key);
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const cells = {
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quelle: col('quelle'),
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vorname: col('vorname'),
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nachname: col('nachname'),
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position: col('position'),
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firma: col('firma'),
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strasse: col('strasse'),
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plz: col('plz'),
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ort: col('ort'),
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telefon: col('telefon'),
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mobil: col('mobil'),
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email: col('email'),
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website: col('website'),
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branche: col('branche'),
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notizen: col('notizen'),
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};
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const get = (row: string[], i: number) => (i >= 0 && i < row.length ? (row[i] ?? '').trim() : '');
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const existing = await ctx.db.select({ firma: lead.firma }).from(lead);
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const seen = new Set(existing.map((e) => e.firma.trim().toLowerCase()));
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const today = new Date().toISOString().slice(0, 10);
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for (let r = 1; r < rows.length; r++) {
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const row = rows[r];
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if (!row || row.every((c) => c.trim() === '')) continue; // Leerzeile
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const vorname = get(row, cells.vorname);
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const nachname = get(row, cells.nachname);
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const personName = `${vorname} ${nachname}`.trim();
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const firma = get(row, cells.firma) || personName;
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if (!firma) {
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summary.skippedEmpty++;
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continue;
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}
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const key = firma.toLowerCase();
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if (seen.has(key)) {
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summary.skippedDuplicate++;
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continue;
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}
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seen.add(key);
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const standorte = [
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get(row, cells.strasse),
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[get(row, cells.plz), get(row, cells.ort)].filter(Boolean).join(' '),
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]
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.filter(Boolean)
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.join(', ');
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await ctx.db.transaction(async (tx) => {
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const [createdLead] = await tx
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.insert(lead)
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.values({
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areaId,
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firma,
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status: 'cold',
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score: 0,
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branche: get(row, cells.branche) || null,
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website: get(row, cells.website) || null,
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quelle: get(row, cells.quelle) || null,
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standorte: standorte || null,
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createdBy: ctx.user.id,
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})
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.returning();
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if (!createdLead) throw new Error('Lead konnte nicht angelegt werden.');
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summary.created++;
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const email = get(row, cells.email);
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const telefon = get(row, cells.telefon);
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const mobil = get(row, cells.mobil);
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const position = get(row, cells.position);
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if (personName || email || telefon || mobil) {
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const tel = [telefon, mobil ? `Mobil: ${mobil}` : ''].filter(Boolean).join(' · ');
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await tx.insert(leadContact).values({
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leadId: createdLead.id,
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name: personName || firma,
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rolle: position || null,
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email: email || null,
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telefon: tel || null,
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isPrimary: true,
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order: 0,
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});
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summary.contacts++;
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}
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const notizen = get(row, cells.notizen);
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if (notizen) {
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await tx.insert(leadTouchpoint).values({
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leadId: createdLead.id,
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datum: today,
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kanal: 'sonstiges',
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bearbeiterUserId: ctx.user.id,
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inhalt: notizen.slice(0, 2000),
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});
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summary.touchpoints++;
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}
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});
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}
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return summary;
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}),
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});
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