L11 Kundenversand: Bericht-PDF an Kunden senden (Service, Action, API, Berichtsseite)

- sendReportToCustomer: report:approve, Scope, nur approved mit PDF, Empfänger Ansprechpartner -> Kunde, Dedupe je Adresse+Version, Audit export - Server Action + POST /api/v1/reports/{id}/send inkl. OpenAPI-Eintrag - /reports/[id]: Abschnitt „An Kunden senden" mit bisherigen Versänden, Texte de/en Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-09-14 18:48:57 +02:00
parent e0106b8f8e
commit 29c80a0e73
9 changed files with 413 additions and 0 deletions
@@ -226,6 +226,37 @@
    "alreadySigned": "Unterschrift liegt vor.",
    "noReport": "Zuerst den Abschlussbericht erstellen."
  },
+  "customerMail": {
+    "title": "An Kunden senden",
+    "sub": "Das freigegebene PDF geht als Anhang an den Kunden. Antworten gehen an die Antwortadresse Ihres Betriebs.",
+    "to": "Empfänger",
+    "toHint": "Vorbelegt mit dem Ansprechpartner des Auftrags bzw. dem Kunden.",
+    "noDefault": "Beim Auftrag ist keine E-Mail-Adresse hinterlegt. Bitte Empfänger eingeben.",
+    "message": "Nachricht (optional)",
+    "messagePlaceholder": "Kurze Nachricht an den Kunden",
+    "submit": "Bericht senden",
+    "sending": "Wird gesendet …",
+    "history": "Bisherige Versände",
+    "historyEmpty": "Noch nicht an den Kunden gesendet.",
+    "result": {
+      "sent": "Bericht an {to} versendet.",
+      "queued": "Bericht an {to} wird versendet.",
+      "duplicate": "Diese Version wurde bereits an {to} gesendet.",
+      "failed": "Versand an {to} fehlgeschlagen. Bitte später erneut versuchen."
+    },
+    "delivery": {
+      "sent": "Versendet",
+      "pending": "In Zustellung",
+      "failed": "Fehlgeschlagen",
+      "other": "Nicht zugestellt"
+    },
+    "errors": {
+      "recipient_missing": "Bitte eine E-Mail-Adresse angeben.",
+      "invalid_to": "Bitte eine gültige E-Mail-Adresse angeben.",
+      "report_not_approved": "Nur freigegebene Berichte können versendet werden.",
+      "pdf_missing": "Das PDF ist noch nicht erzeugt."
+    }
+  },
  "pdf": {
    "page": "Seite {page} von {pages}",
    "reportId": "Bericht-ID",
@@ -226,6 +226,37 @@
    "alreadySigned": "Signature captured.",
    "noReport": "Create the completion report first."
  },
+  "customerMail": {
+    "title": "Send to customer",
+    "sub": "The approved PDF is sent to the customer as an attachment. Replies go to your company's reply address.",
+    "to": "Recipient",
+    "toHint": "Prefilled with the work order contact or the customer.",
+    "noDefault": "No e-mail address is stored for this work order. Please enter a recipient.",
+    "message": "Message (optional)",
+    "messagePlaceholder": "Short message to the customer",
+    "submit": "Send report",
+    "sending": "Sending …",
+    "history": "Previous sends",
+    "historyEmpty": "Not sent to the customer yet.",
+    "result": {
+      "sent": "Report sent to {to}.",
+      "queued": "Report to {to} is being sent.",
+      "duplicate": "This version has already been sent to {to}.",
+      "failed": "Sending to {to} failed. Please try again later."
+    },
+    "delivery": {
+      "sent": "Sent",
+      "pending": "Being delivered",
+      "failed": "Failed",
+      "other": "Not delivered"
+    },
+    "errors": {
+      "recipient_missing": "Please enter an e-mail address.",
+      "invalid_to": "Please enter a valid e-mail address.",
+      "report_not_approved": "Only approved reports can be sent.",
+      "pdf_missing": "The PDF has not been generated yet."
+    }
+  },
  "pdf": {
    "page": "Page {page} of {pages}",
    "reportId": "Report ID",
@@ -14,6 +14,8 @@ import { ServiceError } from "@/server/services/context";
 import { tenantTimeZone } from "@/server/services/reports/build-content";
 import { getReportDetail } from "@/server/services/reports/queries";
 import { readCtx } from "@/server/services/reports/read-ctx";
+import { SendToCustomer } from "@/components/reports/send-to-customer";
+import { defaultReportRecipient, listCustomerMailings } from "@/server/services/reports/send-to-customer";

 /** /reports/[id] — structured view, PDF, versions, approve/reject/new version (reject as popup ?reject=1). */
 export default async function ReportDetailPage({ params, searchParams }: { params: Promise<{ id: string }>; searchParams: Promise<{ reject?: string }> }) {
@@ -29,6 +31,14 @@ export default async function ReportDetailPage({ params, searchParams }: { param
  const { report, content, versions, workOrder, permissions } = detail;
  const dt = (d: Date | null) => (d ? format.dateTime(d, { dateStyle: "medium", timeStyle: "short", timeZone }) : null);
  const base = `/reports/${id}`;
+  // L11: customer mail section — approved report with PDF, backoffice right (the action re-checks against the DB)
+  const customerMail =
+    report.status === "approved" && report.pdfDocumentId && ctx.permissions.has("report:approve")
+      ? await Promise.all([defaultReportRecipient(ctx, report), listCustomerMailings(ctx, id)]).then(([defaultTo, rows]) => ({
+          defaultTo,
+          mailings: rows.map((m) => ({ id: m.id, to: m.to, status: m.status, version: m.version, when: dt(m.sentAt ?? m.createdAt) ?? "" })),
+        }))
+      : null;

  const meta: Array<[string, string | null]> = [
    [t("field.workOrder"), `${workOrder.number}`],
@@ -87,6 +97,11 @@ export default async function ReportDetailPage({ params, searchParams }: { param
      <div className="mb-4 max-w-3xl">
        <LotseReportPanel reportId={id} />
      </div>
+      {customerMail && (
+        <div className="mb-4 max-w-3xl">
+          <SendToCustomer reportId={id} defaultTo={customerMail.defaultTo} mailings={customerMail.mailings} />
+        </div>
+      )}

      <div className="grid gap-4 lg:grid-cols-[minmax(0,1fr)_280px]">
        <ReportView content={content} reportId={id} timeZone={timeZone} />
@@ -0,0 +1,15 @@
+import { requireApiContext } from "@/server/api/context";
+import { json, readJsonObject, withApi } from "@/server/api/respond";
+import { sendReportToCustomer } from "@/server/services/reports/send-to-customer";
+
+/**
+ * POST /api/v1/reports/:id/send — e-mail the approved report PDF to the customer (L11).
+ * Body (optional): { to?: string, message?: string }. 202 queued, 200 sent/duplicate/failed.
+ */
+export const POST = withApi(async (req: Request, { params }: { params: Promise<{ id: string }> }) => {
+  const ctx = await requireApiContext("reports", "report:approve");
+  const { id } = await params;
+  const body = await readJsonObject(req, { allowEmpty: true });
+  const res = await sendReportToCustomer(ctx, { reportId: id, to: body.to, message: body.message });
+  return json(res, { status: res.status === "queued" ? 202 : 200 });
+});
@@ -0,0 +1,9 @@
+import type { ReportActionErrorCode } from "@/lib/reports/action-state";
+
+/** Result of the "send report to customer" action (client-safe; kept out of the "use server" file). */
+export type SendToCustomerState =
+  | { status: "idle" }
+  | { status: "ok"; result: "sent" | "queued" | "duplicate" | "failed"; to: string; at: number }
+  | { status: "error"; code: ReportActionErrorCode; field?: string; reason?: string; at: number };
+
+export const SEND_TO_CUSTOMER_IDLE: SendToCustomerState = { status: "idle" };
@@ -0,0 +1,125 @@
+"use client";
+
+import { useRouter } from "next/navigation";
+import { useActionState, useEffect } from "react";
+import { useTranslations } from "next-intl";
+import { CheckCircle2, Clock, Info, Mail, XCircle } from "lucide-react";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import { Textarea } from "@/components/ui/textarea";
+import { sendReportToCustomerAction } from "@/server/actions/reports/send-to-customer";
+import { SEND_TO_CUSTOMER_IDLE } from "./send-to-customer-state";
+
+export type CustomerMailingRow = { id: string; to: string; status: string; version: number | null; when: string };
+
+const KNOWN_REASONS = new Set(["recipient_missing", "report_not_approved", "pdf_missing"]);
+
+/** /reports/[id] section „An Kunden senden" (approved + report:approve). The service enforces rights and status. */
+export function SendToCustomer({ reportId, defaultTo, mailings }: { reportId: string; defaultTo: string | null; mailings: CustomerMailingRow[] }) {
+  const t = useTranslations("reports.customerMail");
+  const tr = useTranslations("reports");
+  const router = useRouter();
+  const [state, action, pending] = useActionState(sendReportToCustomerAction, SEND_TO_CUSTOMER_IDLE);
+
+  useEffect(() => {
+    if (state.status === "ok") router.refresh();
+  }, [state, router]);
+
+  let feedback: React.ReactNode = null;
+  if (state.status === "ok") {
+    const bad = state.result === "failed";
+    const hint = state.result === "duplicate";
+    feedback = (
+      <p role={bad ? "alert" : "status"} className={`flex items-center gap-2 text-[13px] font-semibold ${bad ? "text-[var(--risk)]" : hint ? "text-muted-foreground" : "text-[var(--ok)]"}`}>
+        {bad ? <XCircle className="size-4 shrink-0" aria-hidden /> : hint ? <Info className="size-4 shrink-0" aria-hidden /> : <CheckCircle2 className="size-4 shrink-0" aria-hidden />}
+        {t(`result.${state.result}`, { to: state.to })}
+      </p>
+    );
+  } else if (state.status === "error") {
+    const key =
+      state.reason && KNOWN_REASONS.has(state.reason)
+        ? `errors.${state.reason}`
+        : state.field === "to"
+          ? "errors.invalid_to"
+          : null;
+    feedback = (
+      <p role="alert" className="flex items-center gap-2 rounded-lg border border-[var(--risk)] px-3 py-2 text-[13px] font-semibold text-[var(--risk)]">
+        <XCircle className="size-4 shrink-0" aria-hidden />
+        {key ? t(key) : tr(`errors.${state.code}`)}
+      </p>
+    );
+  }
+
+  return (
+    <section className="shadow-card rounded-xl border bg-card p-4" aria-labelledby="customer-mail-title">
+      <h2 id="customer-mail-title" className="font-heading text-[15px] font-semibold">
+        {t("title")}
+      </h2>
+      <p className="mt-1 text-[12.5px] text-muted-foreground">{t("sub")}</p>
+
+      <form action={action} className="mt-3 space-y-3">
+        <input type="hidden" name="reportId" value={reportId} />
+        <div>
+          <Label htmlFor="customer-mail-to">{t("to")} *</Label>
+          <Input
+            id="customer-mail-to"
+            name="to"
+            type="email"
+            required
+            maxLength={254}
+            autoComplete="email"
+            defaultValue={defaultTo ?? ""}
+            className="mt-1 h-11"
+            aria-invalid={state.status === "error" && state.field === "to"}
+            aria-describedby="customer-mail-to-hint"
+          />
+          <p id="customer-mail-to-hint" className="mt-1 text-[12px] text-muted-foreground">
+            {defaultTo ? t("toHint") : t("noDefault")}
+          </p>
+        </div>
+        <div>
+          <Label htmlFor="customer-mail-message">{t("message")}</Label>
+          <Textarea id="customer-mail-message" name="message" maxLength={2000} rows={3} className="mt-1 min-h-20" placeholder={t("messagePlaceholder")} />
+        </div>
+        {feedback}
+        <Button type="submit" disabled={pending} className="h-11 px-4">
+          <Mail aria-hidden />
+          {pending ? t("sending") : t("submit")}
+        </Button>
+      </form>
+
+      <h3 className="mt-4 text-[13px] font-semibold">{t("history")}</h3>
+      {mailings.length === 0 ? (
+        <p className="mt-1 text-[12.5px] text-muted-foreground">{t("historyEmpty")}</p>
+      ) : (
+        <ul className="mt-2 space-y-1.5">
+          {mailings.map((m) => (
+            <li key={m.id} className="flex flex-wrap items-center justify-between gap-2 text-[13px]">
+              <span className="min-w-0 break-all">
+                {m.to}
+                <span className="text-muted-foreground">
+                  {" · "}
+                  {m.when}
+                  {m.version ? ` · v${m.version}` : ""}
+                </span>
+              </span>
+              <DeliveryStatus status={m.status} label={t(`delivery.${m.status === "sent" || m.status === "pending" || m.status === "failed" ? m.status : "other"}`)} />
+            </li>
+          ))}
+        </ul>
+      )}
+    </section>
+  );
+}
+
+function DeliveryStatus({ status, label }: { status: string; label: string }) {
+  const Icon = status === "sent" ? CheckCircle2 : status === "pending" ? Clock : XCircle;
+  const tone = status === "sent" ? "text-[var(--ok)]" : status === "pending" ? "text-muted-foreground" : "text-[var(--risk)]";
+  return (
+    <span className={`inline-flex items-center gap-1 text-[12.5px] font-semibold ${tone}`}>
+      <Icon className="size-3.5" aria-hidden />
+      {label}
+    </span>
+  );
+}
@@ -1015,6 +1015,33 @@ const paths: Record<string, Record<string, Schema>> = {
      responses: { "200": binaryResponse("Datei"), ...errors("not_found") },
    }),
  },
+  "/reports/{id}/send": {
+    post: op({
+      tag: "Berichte",
+      operationId: "sendReportToCustomer",
+      summary: "Freigegebenes Berichts-PDF per E-Mail an den Kunden senden",
+      description:
+        "Nur Status `approved` mit PDF (sonst 422 `blocked`, details.reason `report_not_approved` | `pdf_missing`). Empfänger: `to` oder Ansprechpartner des Auftrags → Kunde; keiner → 422 `invalid` (details.reason `recipient_missing`). Gleiche Adresse + Version → `duplicate` (keine zweite Mail). Das PDF wird als Dokument-Referenz eingestellt und beim Zustellen mandantengebunden geladen und per SHA-256 geprüft. Audit `export`.",
+      module: "reports",
+      permissions: ["report:approve"],
+      parameters: [idParam("des Berichts")],
+      requestBody: jsonBody(obj({ to: str({ format: "email", maxLength: 254 }), message: str({ maxLength: 2000 }) }), false),
+      responses: {
+        "200": jsonResponse(
+          "Versendet, bereits versendet oder Zustellung fehlgeschlagen",
+          obj(
+            { status: str({ enum: ["sent", "duplicate", "failed"] }), reportId: str(), to: str({ format: "email" }), version: int(), mailLogId: str() },
+            ["status", "reportId", "to", "version"],
+          ),
+        ),
+        "202": jsonResponse(
+          "In die Mail-Queue eingestellt",
+          obj({ status: str({ const: "queued" }), reportId: str(), to: str({ format: "email" }), version: int(), mailLogId: str() }, ["status", "reportId", "to", "version"]),
+        ),
+        ...errors("not_found", "unprocessable"),
+      },
+    }),
+  },
  "/sync": {
    post: op({
      tag: "Einsatz",
@@ -0,0 +1,25 @@
+"use server";
+
+import { revalidatePath } from "next/cache";
+import type { SendToCustomerState } from "@/components/reports/send-to-customer-state";
+import { moduleGuard } from "@/server/action-guard";
+import { ctxFromGuard, ServiceError } from "@/server/services/context";
+import { sendReportToCustomer } from "@/server/services/reports/send-to-customer";
+import { errorState, str } from "./_state";
+
+const guard = moduleGuard("reports");
+
+/** Backoffice: send the approved report PDF to the customer by e-mail (form fields: reportId, to, message). */
+export async function sendReportToCustomerAction(_prev: SendToCustomerState, fd: FormData): Promise<SendToCustomerState> {
+  try {
+    const ctx = ctxFromGuard(await guard("report:approve"));
+    const res = await sendReportToCustomer(ctx, { reportId: str(fd, "reportId") ?? "", to: str(fd, "to"), message: str(fd, "message") });
+    revalidatePath(`/reports/${res.reportId}`);
+    return { status: "ok", result: res.status, to: res.to, at: Date.now() };
+  } catch (err) {
+    const state = errorState(err);
+    if (state.status !== "error") return { status: "error", code: "generic", at: Date.now() };
+    const reason = err instanceof ServiceError ? (err.details as { reason?: string } | undefined)?.reason : undefined;
+    return { status: "error", code: state.code, field: state.field, reason, at: state.at };
+  }
+}
@@ -0,0 +1,135 @@
+import type { Report } from "@prisma/client";
+import { z } from "zod";
+import { writeAuditLog } from "@/server/audit";
+import { enqueueMail, type EnqueueInput, type EnqueueResult } from "@/server/mail/service";
+import { normalizeLocale, type Locale } from "@/server/mail/templates";
+import { assertCan, ServiceError, type ServiceCtx } from "@/server/services/context";
+import { contentOf, requireVisibleReport } from "./common";
+
+/**
+ * L11 Kundenversand (Spec §17.3 „optional per E-Mail versendet", §36.2):
+ * the approved, immutable report PDF goes to the customer as e-mail attachment.
+ *
+ * - Right `report:approve` (customer communication is a backoffice task), report in scope.
+ * - Only `approved` reports with a PDF; the mail job carries a Document REFERENCE only.
+ * - Recipient: explicit `to` or the work order contact's e-mail, else the customer's e-mail.
+ * - Idempotent per (report version, recipient) via the MailLog dedupeKey → `duplicate`.
+ */
+
+export const CUSTOMER_MAIL_TEMPLATE = "craftvia_report_customer" as const;
+
+const blankToUndefined = (v: unknown) => (typeof v === "string" && v.trim() === "" ? undefined : v);
+
+export const sendReportToCustomerSchema = z.object({
+  reportId: z.string().min(1).max(64),
+  to: z.preprocess((v) => {
+    const b = blankToUndefined(v);
+    return typeof b === "string" ? b.trim().toLowerCase() : b;
+  }, z.email().max(254).optional()),
+  message: z.preprocess(blankToUndefined, z.string().trim().max(2000).optional()),
+});
+export type SendReportToCustomerInput = z.input<typeof sendReportToCustomerSchema>;
+
+export type SendReportToCustomerResult = {
+  status: "sent" | "queued" | "duplicate" | "failed";
+  reportId: string;
+  to: string;
+  version: number;
+  mailLogId?: string;
+};
+
+export type SendReportDeps = {
+  enqueue: (input: EnqueueInput<typeof CUSTOMER_MAIL_TEMPLATE>) => Promise<EnqueueResult>;
+};
+export const defaultSendReportDeps: SendReportDeps = { enqueue: (input) => enqueueMail(input) };
+
+const TYPE_LABEL: Record<Locale, Record<Report["type"], string>> = {
+  de: { daily: "Tagesbericht", completion: "Abschlussbericht" },
+  en: { daily: "daily report", completion: "completion report" },
+};
+
+const isEmail = (v: string | null | undefined): v is string => Boolean(v && z.email().max(254).safeParse(v.trim()).success);
+
+export const customerMailDedupePrefix = (reportId: string) => `report-customer:${reportId}:`;
+
+/** Default recipient: contact of the work order (not deleted) → customer. `null` when neither has a valid address. */
+export async function defaultReportRecipient(ctx: ServiceCtx, report: Pick<Report, "workOrderId">): Promise<string | null> {
+  const wo = await ctx.db.workOrder.findFirst({
+    where: { id: report.workOrderId },
+    select: { contact: { select: { email: true, deletedAt: true } }, customer: { select: { email: true } } },
+  });
+  const contactEmail = wo?.contact && !wo.contact.deletedAt ? wo.contact.email : null;
+  if (isEmail(contactEmail)) return contactEmail.trim().toLowerCase();
+  if (isEmail(wo?.customer?.email)) return wo.customer.email.trim().toLowerCase();
+  return null;
+}
+
+export async function sendReportToCustomer(
+  ctx: ServiceCtx,
+  raw: SendReportToCustomerInput,
+  deps: SendReportDeps = defaultSendReportDeps,
+): Promise<SendReportToCustomerResult> {
+  const input = sendReportToCustomerSchema.parse(raw);
+  assertCan(ctx, "report:approve");
+  const report = await requireVisibleReport(ctx, input.reportId);
+
+  if (report.status !== "approved") throw new ServiceError("blocked", "report_not_approved", { reason: "report_not_approved" });
+  const pdf = report.pdfDocumentId
+    ? await ctx.db.document.findFirst({ where: { id: report.pdfDocumentId, deletedAt: null }, select: { id: true } })
+    : null;
+  if (!pdf) throw new ServiceError("blocked", "pdf_missing", { reason: "pdf_missing" });
+
+  const to = input.to ?? (await defaultReportRecipient(ctx, report));
+  if (!to) throw new ServiceError("invalid", "recipient_missing", { field: "to", reason: "recipient_missing" });
+
+  const content = contentOf(report);
+  const settings = await ctx.db.tenantSettings.findFirst({ select: { locale: true } });
+  const locale = normalizeLocale(settings?.locale);
+  const reportTitle =
+    locale === "en"
+      ? `${TYPE_LABEL.en[report.type]} ${content.reportNumber} for work order ${content.workOrder.number}`
+      : `${TYPE_LABEL.de[report.type]} ${content.reportNumber} zum Auftrag ${content.workOrder.number}`;
+  // reportDate is a DATE column (UTC midnight) → format in UTC like the report page does
+  const reportDate = new Intl.DateTimeFormat(locale === "en" ? "en-GB" : "de-DE", { dateStyle: "medium", timeZone: "UTC" }).format(report.reportDate);
+
+  const result = await deps.enqueue({
+    tenantId: ctx.tenantId,
+    template: CUSTOMER_MAIL_TEMPLATE,
+    to,
+    locale,
+    vars: { customerName: content.customer.name, tenantName: content.tenant.name, reportTitle, reportDate, ...(input.message ? { message: input.message } : {}) },
+    attachments: [{ documentId: pdf.id }],
+    dedupeKey: `${customerMailDedupePrefix(report.id)}${to}:${report.version}`,
+  });
+
+  if (result.status === "duplicate") return { status: "duplicate", reportId: report.id, to, version: report.version };
+
+  const status: SendReportToCustomerResult["status"] = result.status === "sent" || result.status === "queued" ? result.status : "failed";
+  await writeAuditLog({
+    tenantId: ctx.tenantId,
+    actorId: ctx.userId,
+    action: "export",
+    entity: "report",
+    entityId: report.id,
+    after: { op: "send_to_customer", to, version: report.version, mailLogId: result.mailLogId, delivery: status, withMessage: Boolean(input.message) },
+  });
+  return { status, reportId: report.id, to, version: report.version, mailLogId: result.mailLogId };
+}
+
+export type CustomerMailing = { id: string; to: string; status: string; version: number | null; createdAt: Date; sentAt: Date | null };
+
+/** Previous customer mailings of this report version (MailLog, template craftvia_report_customer). */
+export async function listCustomerMailings(ctx: ServiceCtx, reportId: string): Promise<CustomerMailing[]> {
+  const report = await requireVisibleReport(ctx, reportId);
+  const prefix = customerMailDedupePrefix(report.id);
+  const rows = await ctx.db.mailLog.findMany({
+    where: { tenantId: ctx.tenantId, template: CUSTOMER_MAIL_TEMPLATE, dedupeKey: { startsWith: prefix } },
+    orderBy: { createdAt: "desc" },
+    take: 50,
+    select: { id: true, to: true, status: true, dedupeKey: true, createdAt: true, sentAt: true },
+  });
+  return rows.map((r) => {
+    const v = Number((r.dedupeKey ?? "").split(":").pop());
+    return { id: r.id, to: r.to, status: r.status, version: Number.isInteger(v) ? v : null, createdAt: r.createdAt, sentAt: r.sentAt };
+  });
+}